AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 74,742 shares; 2025Q1: 73,506 shares; 2025Q2: 71,381 shares; 2025Q3: 68,746 shares; 2025Q4: 68,464 shares; 2026Q1: 66,185 shares; 2026Q2: 64,214 shares 64,214 $18.6M 6.09% -1,971 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,378 shares; 2025Q1: 38,150 shares; 2025Q2: 37,902 shares; 2025Q3: 37,767 shares; 2025Q4: 37,753 shares; 2026Q1: 37,877 shares; 2026Q2: 38,460 shares 38,460 $14.3M 4.7% +583 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,352 shares; 2025Q1: 33,804 shares; 2025Q2: 35,252 shares; 2025Q3: 35,271 shares; 2025Q4: 35,243 shares; 2026Q1: 35,633 shares; 2026Q2: 35,568 shares 35,568 $12.7M 4.17% -65 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 72,380 shares; 2025Q1: 71,456 shares; 2025Q2: 71,388 shares; 2025Q3: 70,229 shares; 2025Q4: 70,146 shares; 2026Q1: 68,349 shares; 2026Q2: 67,616 shares 67,616 $9.24M 3.03% -733 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,240 shares; 2025Q1: 28,972 shares; 2025Q2: 29,125 shares; 2025Q3: 28,881 shares; 2025Q4: 28,833 shares; 2026Q1: 28,126 shares; 2026Q2: 28,131 shares 28,131 $9.21M 3.02% +5 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,995 shares; 2025Q1: 11,320 shares; 2025Q2: 11,380 shares; 2025Q3: 11,318 shares; 2025Q4: 11,263 shares; 2026Q1: 11,560 shares; 2026Q2: 12,036 shares 12,036 $8.7M 2.85% +476 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,142 shares; 2025Q1: 22,364 shares; 2025Q2: 21,542 shares; 2025Q3: 22,638 shares; 2025Q4: 24,029 shares; 2026Q1: 21,527 shares; 2026Q2: 22,235 shares 22,235 $7.86M 2.57% +708 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,762 shares; 2025Q1: 32,668 shares; 2025Q2: 35,727 shares; 2025Q3: 36,722 shares; 2025Q4: 35,656 shares; 2026Q1: 36,072 shares; 2026Q2: 33,102 shares 33,102 $6.62M 2.17% -2,970 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,587 shares; 2025Q1: 49,029 shares; 2025Q2: 50,229 shares; 2025Q3: 50,211 shares; 2025Q4: 49,926 shares; 2026Q1: 48,803 shares; 2026Q2: 48,868 shares 48,868 $5.74M 1.88% +65 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,670 shares; 2025Q1: 5,410 shares; 2025Q2: 10,060 shares; 2025Q3: 7,075 shares; 2025Q4: 7,031 shares; 2026Q1: 7,666 shares; 2026Q2: 9,023 shares 9,023 $5.24M 1.72% +1,357 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,141 shares; 2025Q1: 14,929 shares; 2025Q2: 16,369 shares; 2025Q3: 17,390 shares; 2025Q4: 17,610 shares; 2026Q1: 20,126 shares; 2026Q2: 21,157 shares 21,157 $5.04M 1.65% +1,031 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,234 shares; 2025Q1: 49,907 shares; 2025Q2: 49,276 shares; 2025Q3: 45,777 shares; 2025Q4: 45,707 shares; 2026Q1: 47,542 shares; 2026Q2: 48,025 shares 48,025 $4.99M 1.64% +483 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,776 shares; 2025Q1: 19,696 shares; 2025Q2: 19,119 shares; 2025Q3: 17,994 shares; 2025Q4: 19,782 shares; 2026Q1: 18,971 shares; 2026Q2: 18,940 shares 18,940 $4.81M 1.58% -31 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,831 shares; 2025Q1: 16,449 shares; 2025Q2: 20,021 shares; 2025Q3: 21,322 shares; 2025Q4: 27,672 shares; 2026Q1: 25,262 shares; 2026Q2: 40,962 shares 40,962 $4.48M 1.47% +15,700 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,100 shares; 2025Q1: 14,698 shares; 2025Q2: 12,910 shares; 2025Q3: 12,493 shares; 2025Q4: 12,330 shares; 2026Q1: 12,345 shares; 2026Q2: 12,148 shares 12,148 $4.48M 1.47% -197 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,099 shares; 2025Q1: 8,113 shares; 2025Q2: 8,158 shares; 2025Q3: 8,390 shares; 2025Q4: 8,340 shares; 2026Q1: 8,038 shares; 2026Q2: 8,525 shares 8,525 $4.38M 1.43% +487 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,251 shares; 2025Q1: 16,114 shares; 2025Q2: 16,094 shares; 2025Q3: 16,244 shares; 2025Q4: 15,632 shares; 2026Q1: 14,814 shares; 2026Q2: 14,432 shares 14,432 $4.3M 1.41% -382 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,677 shares; 2025Q1: 10,411 shares; 2025Q2: 10,493 shares; 2025Q3: 10,348 shares; 2025Q4: 12,018 shares; 2026Q1: 12,067 shares; 2026Q2: 12,073 shares 12,073 $4.26M 1.4% +6 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,067 shares; 2025Q1: 9,527 shares; 2025Q2: 9,833 shares; 2025Q3: 10,421 shares; 2025Q4: 10,654 shares; 2026Q1: 10,309 shares; 2026Q2: 10,398 shares 10,398 $4.13M 1.35% +89 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,503 shares; 2025Q1: 29,074 shares; 2025Q2: 28,938 shares; 2025Q3: 28,812 shares; 2025Q4: 29,112 shares; 2026Q1: 28,380 shares; 2026Q2: 27,795 shares 27,795 $4.08M 1.34% -585 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,746 shares; 2025Q1: 4,595 shares; 2025Q2: 4,405 shares; 2025Q3: 4,334 shares; 2025Q4: 4,242 shares; 2026Q1: 3,623 shares; 2026Q2: 3,359 shares 3,359 $4.03M 1.32% -264 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,398 shares; 2025Q1: 15,710 shares; 2025Q2: 15,969 shares; 2025Q3: 16,775 shares; 2025Q4: 16,853 shares; 2026Q1: 16,217 shares; 2026Q2: 16,869 shares 16,869 $3.72M 1.22% +652 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,796 shares; 2025Q1: 7,281 shares; 2025Q2: 7,261 shares; 2025Q3: 7,007 shares; 2025Q4: 6,972 shares; 2026Q1: 6,594 shares; 2026Q2: 28,463 shares 28,463 $3.53M 1.16% +21,869 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,553 shares; 2025Q1: 10,903 shares; 2025Q2: 10,964 shares; 2025Q3: 10,873 shares; 2025Q4: 10,711 shares; 2026Q1: 10,241 shares; 2026Q2: 10,375 shares 10,375 $3.51M 1.15% +134 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,227 shares; 2025Q1: 41,760 shares; 2025Q2: 41,108 shares; 2025Q3: 39,876 shares; 2025Q4: 39,376 shares; 2026Q1: 42,745 shares; 2026Q2: 42,170 shares 42,170 $3.43M 1.12% -575 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,855 shares; 2025Q1: 7,200 shares; 2025Q2: 6,920 shares; 2025Q3: 7,885 shares; 2025Q4: 7,485 shares; 2026Q1: 7,411 shares; 2026Q2: 9,039 shares 9,039 $3.41M 1.12% +1,628 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,726 shares; 2025Q1: 10,667 shares; 2025Q2: 10,621 shares; 2025Q3: 10,638 shares; 2025Q4: 10,341 shares; 2026Q1: 10,152 shares; 2026Q2: 9,937 shares 9,937 $3.41M 1.12% -215 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,715 shares; 2025Q3: 1,795 shares; 2025Q4: 3,980 shares; 2026Q1: 3,830 shares; 2026Q2: 2,890 shares 2,890 $3.34M 1.09% -940 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,209 shares; 2025Q1: 5,223 shares; 2025Q2: 5,511 shares; 2025Q3: 8,329 shares; 2025Q4: 8,335 shares; 2026Q1: 9,218 shares; 2026Q2: 9,763 shares 9,763 $3.33M 1.09% +545 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,477 shares; 2025Q1: 24,064 shares; 2025Q2: 22,907 shares; 2025Q3: 20,472 shares; 2025Q4: 20,492 shares; 2026Q1: 20,416 shares; 2026Q2: 19,984 shares 19,984 $3.31M 1.09% -432 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 154,998 shares; 2025Q1: 154,998 shares; 2025Q2: 154,998 shares; 2025Q3: 154,998 shares; 2025Q4: 155,958 shares; 2026Q1: 155,958 shares; 2026Q2: 167,715 shares 167,715 $3.21M 1.05% +11,757 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,477 shares; 2025Q1: 6,551 shares; 2025Q2: 6,648 shares; 2025Q3: 6,360 shares; 2025Q4: 6,361 shares; 2026Q1: 6,386 shares; 2026Q2: 6,396 shares 6,396 $3.2M 1.05% +10 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,026 shares; 2025Q1: 20,853 shares; 2025Q2: 22,058 shares; 2025Q3: 21,455 shares; 2025Q4: 21,455 shares; 2026Q1: 20,261 shares; 2026Q2: 20,798 shares 20,798 $3.05M 1% +537 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,250 shares; 2025Q1: 10,188 shares; 2025Q2: 9,962 shares; 2025Q3: 9,999 shares; 2025Q4: 10,290 shares; 2026Q1: 11,205 shares; 2026Q2: 11,181 shares 11,181 $3.02M 0.99% -24 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,637 shares; 2025Q1: 26,514 shares; 2025Q2: 26,337 shares; 2025Q3: 26,199 shares; 2025Q4: 25,982 shares; 2026Q1: 23,154 shares; 2026Q2: 22,429 shares 22,429 $2.54M 0.83% -725 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,902 shares; 2025Q1: 32,672 shares; 2025Q2: 31,117 shares; 2025Q3: 30,957 shares; 2025Q4: 30,905 shares; 2026Q1: 30,305 shares; 2026Q2: 31,065 shares 31,065 $2.13M 0.7% +760 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,811 shares; 2025Q1: 13,443 shares; 2025Q2: 20,461 shares; 2025Q3: 21,034 shares; 2025Q4: 18,137 shares; 2026Q1: 21,514 shares; 2026Q2: 21,699 shares 21,699 $1.98M 0.65% +185 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,937 shares; 2025Q1: 23,198 shares; 2025Q2: 24,028 shares; 2025Q3: 24,102 shares; 2025Q4: 24,002 shares; 2026Q1: 22,360 shares; 2026Q2: 24,134 shares 24,134 $1.86M 0.61% +1,774 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,375 shares; 2025Q1: 12,322 shares; 2025Q2: 12,352 shares; 2025Q3: 15,193 shares; 2025Q4: 15,157 shares; 2026Q1: 14,126 shares; 2026Q2: 14,116 shares 14,116 $1.81M 0.59% -10 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,804 shares; 2025Q1: 1,812 shares; 2025Q2: 1,867 shares; 2025Q3: 1,823 shares; 2025Q4: 1,802 shares; 2026Q1: 1,853 shares; 2026Q2: 1,918 shares 1,918 $1.79M 0.59% +65 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,472 shares; 2025Q1: 8,530 shares; 2025Q2: 8,095 shares; 2025Q3: 9,259 shares; 2025Q4: 9,396 shares; 2026Q1: 9,413 shares; 2026Q2: 9,393 shares 9,393 $1.78M 0.58% -20 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,355 shares 9,355 $1.77M 0.58% new 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 loaded; 2024Q4: 60,414 shares; 2025Q1: 63,910 shares; 2025Q2: 64,274 shares; 2025Q3: 68,934 shares; 2025Q4: 71,891 shares; 2026Q1: 79,738 shares; 2026Q2: 84,444 shares 84,444 $1.75M 0.57% +4,706 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,385 shares; 2025Q1: 19,196 shares; 2025Q2: 19,323 shares; 2025Q3: 19,343 shares; 2025Q4: 20,071 shares; 2026Q1: 19,511 shares; 2026Q2: 18,978 shares 18,978 $1.72M 0.56% -533 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,391 shares; 2025Q1: 6,311 shares; 2025Q2: 6,218 shares; 2025Q3: 6,168 shares; 2025Q4: 6,168 shares; 2026Q1: 6,168 shares; 2026Q2: 6,768 shares 6,768 $1.64M 0.54% +600 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,302 shares; 2025Q1: 7,442 shares; 2025Q2: 7,467 shares; 2025Q3: 5,775 shares; 2025Q4: 5,775 shares; 2026Q1: 5,830 shares; 2026Q2: 5,800 shares 5,800 $1.63M 0.53% -30 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,314 shares; 2025Q1: 7,370 shares; 2025Q2: 7,778 shares; 2025Q3: 7,902 shares; 2025Q4: 7,902 shares; 2026Q1: 7,342 shares; 2026Q2: 8,190 shares 8,190 $1.51M 0.5% +848 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,707 shares; 2025Q1: 20,707 shares; 2025Q2: 20,064 shares; 2025Q3: 20,058 shares; 2025Q4: 20,058 shares; 2026Q1: 19,365 shares; 2026Q2: 18,041 shares 18,041 $1.51M 0.5% -1,324 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,146 shares; 2025Q1: 8,181 shares; 2025Q2: 8,344 shares; 2025Q3: 7,382 shares; 2025Q4: 7,529 shares; 2026Q1: 8,267 shares; 2026Q2: 11,706 shares 11,706 $1.46M 0.48% +3,439 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,186 shares; 2025Q4: 6,186 shares; 2026Q1: 6,051 shares; 2026Q2: 10,358 shares 10,358 $1.45M 0.47% +4,307 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,021 shares; 2025Q1: 2,005 shares; 2025Q2: 2,400 shares; 2025Q3: 1,985 shares; 2025Q4: 1,955 shares; 2026Q1: 2,228 shares; 2026Q2: 2,272 shares 2,272 $1.44M 0.47% +44 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,911 shares; 2025Q1: 22,411 shares; 2025Q2: 22,411 shares; 2025Q3: 23,054 shares; 2025Q4: 23,154 shares; 2026Q1: 26,782 shares; 2026Q2: 26,882 shares 26,882 $1.43M 0.47% +100 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 15,300 shares; 2025Q3: 15,300 shares; 2025Q4: 15,300 shares; 2026Q1: 15,300 shares; 2026Q2: 15,300 shares 15,300 $1.41M 0.46% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,665 shares; 2025Q1: 2,684 shares; 2025Q2: 2,756 shares; 2025Q3: 2,726 shares; 2025Q4: 2,691 shares; 2026Q1: 2,668 shares; 2026Q2: 2,633 shares 2,633 $1.34M 0.44% -35 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,194 shares; 2025Q1: 2,690 shares; 2025Q2: 3,080 shares; 2025Q3: 3,151 shares; 2025Q4: 2,626 shares; 2026Q1: 2,604 shares; 2026Q2: 2,564 shares 2,564 $1.33M 0.44% -40 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,342 shares; 2025Q1: 6,389 shares; 2025Q2: 4,493 shares; 2025Q3: 5,002 shares; 2025Q4: 4,947 shares; 2026Q1: 4,021 shares; 2026Q2: 5,258 shares 5,258 $1.32M 0.43% +1,237 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: not loaded; 2024Q4: 4,727 shares; 2025Q1: 4,687 shares; 2025Q2: 4,270 shares; 2025Q3: 4,165 shares; 2025Q4: 4,115 shares; 2026Q1: 3,986 shares; 2026Q2: 3,986 shares 3,986 $1.32M 0.43% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,406 shares; 2025Q1: 8,547 shares; 2025Q2: 8,669 shares; 2025Q3: 8,793 shares; 2025Q4: 8,860 shares; 2026Q1: 8,681 shares; 2026Q2: 8,687 shares 8,687 $1.29M 0.42% +6 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,107 shares; 2025Q1: 15,720 shares; 2025Q2: 12,956 shares; 2025Q3: 12,964 shares; 2025Q4: 13,014 shares; 2026Q1: 13,624 shares; 2026Q2: 13,358 shares 13,358 $1.29M 0.42% -266 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: not loaded; 2024Q4: 10,781 shares; 2025Q1: 10,694 shares; 2025Q2: 10,634 shares; 2025Q3: 10,375 shares; 2025Q4: 10,180 shares; 2026Q1: 10,286 shares; 2026Q2: 11,868 shares 11,868 $1.28M 0.42% +1,582 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: not loaded; 2024Q4: 4,632 shares; 2025Q1: 4,415 shares; 2025Q2: 4,400 shares; 2025Q3: 4,449 shares; 2025Q4: 4,368 shares; 2026Q1: 4,170 shares; 2026Q2: 3,935 shares 3,935 $1.24M 0.41% -235 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,325 shares; 2025Q1: 5,446 shares; 2025Q2: 5,446 shares; 2025Q3: 4,918 shares; 2025Q4: 4,918 shares; 2026Q1: 5,618 shares; 2026Q2: 5,618 shares 5,618 $1.22M 0.4% 0 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: not loaded; 2024Q4: 25,008 shares; 2025Q1: 29,918 shares; 2025Q2: 37,811 shares; 2025Q3: 36,852 shares; 2025Q4: 36,902 shares; 2026Q1: 37,452 shares; 2026Q2: 39,802 shares 39,802 $1.21M 0.4% +2,350 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: not loaded; 2024Q4: 7,613 shares; 2025Q1: 7,505 shares; 2025Q2: 7,165 shares; 2025Q3: 5,914 shares; 2025Q4: 5,972 shares; 2026Q1: 4,890 shares; 2026Q2: 4,817 shares 4,817 $1.17M 0.38% -73 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,385 shares; 2025Q1: 2,221 shares; 2025Q2: 2,052 shares; 2025Q3: 1,957 shares; 2025Q4: 1,920 shares; 2026Q1: 1,579 shares; 2026Q2: 1,552 shares 1,552 $1.16M 0.38% -27 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,321 shares; 2025Q1: 4,333 shares; 2025Q2: 4,319 shares; 2025Q3: 4,459 shares; 2025Q4: 4,437 shares; 2026Q1: 3,429 shares; 2026Q2: 4,221 shares 4,221 $1.15M 0.38% +792 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,853 shares; 2025Q1: 10,093 shares; 2025Q2: 10,798 shares; 2025Q3: 11,373 shares; 2025Q4: 11,560 shares; 2026Q1: 11,630 shares; 2026Q2: 11,880 shares 11,880 $1.14M 0.37% +250 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,315 shares; 2025Q1: 6,319 shares; 2025Q2: 6,366 shares; 2025Q3: 8,156 shares; 2025Q4: 8,156 shares; 2026Q1: 7,921 shares; 2026Q2: 7,656 shares 7,656 $1.12M 0.37% -265 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,788 shares; 2025Q1: 10,707 shares; 2025Q2: 10,504 shares; 2025Q3: 11,550 shares; 2025Q4: 9,345 shares; 2026Q1: 11,205 shares; 2026Q2: 11,421 shares 11,421 $1.09M 0.36% +216 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 loaded; 2024Q4: 2,914 shares; 2025Q1: 2,914 shares; 2025Q2: 2,914 shares; 2025Q3: 2,914 shares; 2025Q4: 2,914 shares; 2026Q1: 2,914 shares; 2026Q2: 2,914 shares 2,914 $1.08M 0.35% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 638 shares; 2025Q1: 656 shares; 2025Q2: 726 shares; 2025Q3: 760 shares; 2025Q4: 779 shares; 2026Q1: 806 shares; 2026Q2: 989 shares 989 $1.05M 0.35% +183 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 415 shares; 2025Q1: 608 shares; 2025Q2: 433 shares; 2025Q3: 392 shares; 2025Q4: 4,860 shares; 2026Q1: 10,395 shares; 2026Q2: 14,345 shares 14,345 $1.02M 0.34% +3,950 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,006 shares; 2025Q1: 29,922 shares; 2025Q2: 30,371 shares; 2025Q3: 29,512 shares; 2025Q4: 28,779 shares; 2026Q1: 31,127 shares; 2026Q2: 24,179 shares 24,179 $1.02M 0.34% -6,948 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: not loaded; 2024Q4: 12,876 shares; 2025Q1: 12,876 shares; 2025Q2: 12,876 shares; 2025Q3: 12,876 shares; 2025Q4: 13,001 shares; 2026Q1: 13,176 shares; 2026Q2: 13,787 shares 13,787 $1.01M 0.33% +611 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,625 shares; 2025Q1: 3,539 shares; 2025Q2: 3,718 shares; 2025Q3: 4,457 shares; 2025Q4: 5,519 shares; 2026Q1: 5,588 shares; 2026Q2: 6,355 shares 6,355 $996K 0.33% +767 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,784 shares; 2025Q1: 4,784 shares; 2025Q2: 4,784 shares; 2025Q3: 4,784 shares; 2025Q4: 4,784 shares; 2026Q1: 4,694 shares; 2026Q2: 4,649 shares 4,649 $972K 0.32% -45 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,524 shares; 2025Q2: 2,374 shares; 2025Q3: 3,257 shares; 2025Q4: 4,307 shares; 2026Q1: 6,440 shares; 2026Q2: 10,010 shares 10,010 $947K 0.31% +3,570 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,440 shares; 2025Q1: 7,435 shares; 2025Q2: 7,922 shares; 2025Q3: 11,232 shares; 2025Q4: 11,224 shares; 2026Q1: 10,739 shares; 2026Q2: 10,749 shares 10,749 $943K 0.31% +10 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,682 shares; 2025Q1: 2,707 shares; 2025Q2: 2,714 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 2,655 shares; 2026Q2: 2,605 shares 2,605 $923K 0.3% -50 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,917 shares; 2025Q1: 7,482 shares; 2025Q2: 7,484 shares; 2025Q3: 7,494 shares; 2025Q4: 7,494 shares; 2026Q1: 7,194 shares; 2026Q2: 6,794 shares 6,794 $920K 0.3% -400 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,588 shares; 2025Q1: 27,464 shares; 2025Q2: 30,649 shares; 2025Q3: 32,627 shares; 2025Q4: 30,718 shares; 2026Q1: 32,758 shares; 2026Q2: 37,228 shares 37,228 $914K 0.3% +4,470 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,285 shares; 2025Q1: 8,224 shares; 2025Q2: 7,707 shares; 2025Q3: 7,119 shares; 2025Q4: 6,969 shares; 2026Q1: 7,544 shares; 2026Q2: 7,529 shares 7,529 $885K 0.29% -15 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,309 shares; 2025Q1: 2,309 shares; 2025Q2: 2,309 shares; 2025Q3: 2,356 shares; 2025Q4: 2,356 shares; 2026Q1: 2,356 shares; 2026Q2: 2,356 shares 2,356 $881K 0.29% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,458 shares; 2025Q1: 3,700 shares; 2025Q2: 3,942 shares; 2025Q3: 5,083 shares; 2025Q4: 5,118 shares; 2026Q1: 4,795 shares; 2026Q2: 4,864 shares 4,864 $873K 0.29% +69 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,986 shares; 2025Q1: not reported; 2025Q2: 2,216 shares; 2025Q3: 2,711 shares; 2025Q4: 2,906 shares; 2026Q1: 2,906 shares; 2026Q2: 1,802 shares 1,802 $861K 0.28% -1,104 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,540 shares; 2025Q1: 13,175 shares; 2025Q2: 12,205 shares; 2025Q3: 11,440 shares; 2025Q4: 11,440 shares; 2026Q1: 10,940 shares; 2026Q2: 10,940 shares 10,940 $852K 0.28% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,798 shares; 2025Q1: 7,707 shares; 2025Q2: 7,203 shares; 2025Q3: 6,603 shares; 2025Q4: 6,583 shares; 2026Q1: 5,378 shares; 2026Q2: 5,429 shares 5,429 $851K 0.28% +51 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,642 shares; 2025Q1: 2,599 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares; 2026Q1: 2,510 shares; 2026Q2: 5,917 shares 5,917 $847K 0.28% +3,407 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 loaded; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares; 2026Q1: 4,750 shares; 2026Q2: 5,500 shares 5,500 $845K 0.28% +750 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,699 shares; 2025Q3: 10,879 shares; 2025Q4: 15,178 shares; 2026Q1: 10,934 shares; 2026Q2: 16,048 shares 16,048 $841K 0.28% +5,114 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,724 shares; 2025Q1: 5,543 shares; 2025Q2: 5,493 shares; 2025Q3: 5,493 shares; 2025Q4: 5,533 shares; 2026Q1: 5,533 shares; 2026Q2: 5,471 shares 5,471 $829K 0.27% -62 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 1,022 shares; 2026Q2: 1,105 shares 1,105 $828K 0.27% +83 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $824K 0.27% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,830 shares; 2026Q2: 4,129 shares 4,129 $803K 0.26% +2,299 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,960 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares; 2025Q3: 5,410 shares; 2025Q4: 5,410 shares; 2026Q1: 5,410 shares; 2026Q2: 5,410 shares 5,410 $792K 0.26% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,568 shares; 2025Q1: 34,864 shares; 2025Q2: 36,304 shares; 2025Q3: 33,818 shares; 2025Q4: 33,548 shares; 2026Q1: 32,388 shares; 2026Q2: 32,803 shares 32,803 $790K 0.26% +415 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,815 shares; 2025Q1: 7,800 shares; 2025Q2: 5,758 shares; 2025Q3: 5,299 shares; 2025Q4: 8,312 shares; 2026Q1: 10,352 shares; 2026Q2: 7,522 shares 7,522 $782K 0.26% -2,830 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,187 shares; 2025Q1: 5,650 shares; 2025Q2: 3,496 shares; 2025Q3: 3,460 shares; 2025Q4: 3,460 shares; 2026Q1: 3,460 shares; 2026Q2: 3,270 shares 3,270 $778K 0.25% -190 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 606 shares; 2025Q1: 361 shares; 2025Q2: 1,464 shares; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: 1,110 shares; 2026Q2: 1,370 shares 1,370 $772K 0.25% +260 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: not loaded; 2024Q4: 9,554 shares; 2025Q1: 8,232 shares; 2025Q2: 7,692 shares; 2025Q3: 7,640 shares; 2025Q4: 7,640 shares; 2026Q1: 6,713 shares; 2026Q2: 6,531 shares 6,531 $766K 0.25% -182 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,322 shares; 2025Q1: 3,512 shares; 2025Q2: 3,567 shares; 2025Q3: 3,537 shares; 2025Q4: 3,537 shares; 2026Q1: 3,537 shares; 2026Q2: 3,977 shares 3,977 $758K 0.25% +440 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,759 shares; 2025Q1: 2,018 shares; 2025Q2: 2,118 shares; 2025Q3: 3,461 shares; 2025Q4: 4,589 shares; 2026Q1: 3,671 shares; 2026Q2: 3,681 shares 3,681 $727K 0.24% +10 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: not loaded; 2024Q4: 16,706 shares; 2025Q1: 15,788 shares; 2025Q2: 15,451 shares; 2025Q3: 15,342 shares; 2025Q4: 15,181 shares; 2026Q1: 15,410 shares; 2026Q2: 15,447 shares 15,447 $720K 0.24% +37 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 849 shares; 2025Q1: 1,582 shares; 2025Q2: 1,582 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,599 shares; 2026Q2: 1,979 shares 1,979 $717K 0.23% +380 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,688 shares; 2025Q1: 12,565 shares; 2025Q2: 12,642 shares; 2025Q3: 12,077 shares; 2025Q4: 12,000 shares; 2026Q1: 8,209 shares; 2026Q2: 8,314 shares 8,314 $703K 0.23% +105 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: not loaded; 2024Q4: 4,904 shares; 2025Q1: 4,654 shares; 2025Q2: 4,604 shares; 2025Q3: 4,604 shares; 2025Q4: 4,104 shares; 2026Q1: 2,824 shares; 2026Q2: 4,212 shares 4,212 $682K 0.22% +1,388 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,825 shares; 2025Q1: 48,825 shares; 2025Q2: 48,825 shares; 2025Q3: 48,825 shares; 2025Q4: 48,825 shares; 2026Q1: 48,825 shares; 2026Q2: 48,825 shares 48,825 $679K 0.22% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 290 shares 290 $659K 0.22% new Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,700 shares; 2026Q1: 12,700 shares; 2026Q2: 12,700 shares 12,700 $655K 0.21% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $646K 0.21% 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 loaded; 2024Q4: 1,827 shares; 2025Q1: 1,552 shares; 2025Q2: 1,300 shares; 2025Q3: 1,249 shares; 2025Q4: 1,249 shares; 2026Q1: 921 shares; 2026Q2: 666 shares 666 $640K 0.21% -255 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 2,110 shares 2,110 $637K 0.21% +1,899 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $634K 0.21% 0 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: not loaded; 2024Q4: 2,210 shares; 2025Q1: 1,391 shares; 2025Q2: 1,401 shares; 2025Q3: 2,220 shares; 2025Q4: 2,905 shares; 2026Q1: 2,619 shares; 2026Q2: 2,014 shares 2,014 $631K 0.21% -605 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,715 shares; 2025Q2: not reported; 2025Q3: 2,615 shares; 2025Q4: 3,615 shares; 2026Q1: 5,510 shares; 2026Q2: 5,340 shares 5,340 $628K 0.21% -170 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,214 shares; 2026Q2: 12,064 shares 12,064 $626K 0.21% +4,850 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 960 shares 960 $613K 0.2% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,375 shares 1,375 $593K 0.19% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,188 shares; 2025Q1: 6,658 shares; 2025Q2: 5,748 shares; 2025Q3: 2,688 shares; 2025Q4: 3,753 shares; 2026Q1: 2,573 shares; 2026Q2: 4,174 shares 4,174 $584K 0.19% +1,601 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $567K 0.19% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,782 shares; 2025Q1: 7,782 shares; 2025Q2: 7,782 shares; 2025Q3: 7,747 shares; 2025Q4: 7,747 shares; 2026Q1: 6,251 shares; 2026Q2: 4,979 shares 4,979 $543K 0.18% -1,272 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 248 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493 $499K 0.16% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,220 shares; 2025Q1: 3,178 shares; 2025Q2: 2,384 shares; 2025Q3: 2,370 shares; 2025Q4: 2,360 shares; 2026Q1: 2,233 shares; 2026Q2: 2,189 shares 2,189 $488K 0.16% -44 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,713 shares; 2025Q1: 1,733 shares; 2025Q2: 1,731 shares; 2025Q3: 1,961 shares; 2025Q4: 1,651 shares; 2026Q1: 1,617 shares; 2026Q2: 1,643 shares 1,643 $482K 0.16% +26 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 912 shares; 2025Q4: 912 shares; 2026Q1: 912 shares; 2026Q2: 957 shares 957 $480K 0.16% +45 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 6,500 shares; 2026Q1: 8,000 shares; 2026Q2: 9,300 shares 9,300 $474K 0.16% +1,300 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,490 shares; 2025Q1: 3,490 shares; 2025Q2: 3,140 shares; 2025Q3: not reported; 2025Q4: 5,416 shares; 2026Q1: 5,416 shares; 2026Q2: 5,416 shares 5,416 $471K 0.15% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,215 shares; 2025Q1: 9,502 shares; 2025Q2: 9,380 shares; 2025Q3: 9,075 shares; 2025Q4: 9,075 shares; 2026Q1: 8,435 shares; 2026Q2: 8,135 shares 8,135 $469K 0.15% -300 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 698 shares; 2025Q4: 698 shares; 2026Q1: 653 shares; 2026Q2: 653 shares 653 $466K 0.15% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,907 shares; 2025Q1: 18,907 shares; 2025Q2: 12,532 shares; 2025Q3: 12,532 shares; 2025Q4: 12,532 shares; 2026Q1: 12,532 shares; 2026Q2: 10,432 shares 10,432 $463K 0.15% -2,100 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $453K 0.15% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,211 shares; 2025Q1: 2,768 shares; 2025Q2: 3,371 shares; 2025Q3: 2,318 shares; 2025Q4: 2,818 shares; 2026Q1: 3,494 shares; 2026Q2: 3,544 shares 3,544 $436K 0.14% +50 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,312 shares; 2025Q1: 8,737 shares; 2025Q2: 8,412 shares; 2025Q3: 8,587 shares; 2025Q4: 7,170 shares; 2026Q1: 5,827 shares; 2026Q2: 5,827 shares 5,827 $428K 0.14% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 650 shares 650 $426K 0.14% new 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: not loaded; 2024Q4: 2,646 shares; 2025Q1: 2,646 shares; 2025Q2: 2,646 shares; 2025Q3: 2,646 shares; 2025Q4: 2,646 shares; 2026Q1: 2,646 shares; 2026Q2: 2,646 shares 2,646 $418K 0.14% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $407K 0.13% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,081 shares; 2025Q3: 2,156 shares; 2025Q4: 2,200 shares; 2026Q1: 2,522 shares; 2026Q2: 3,721 shares 3,721 $400K 0.13% +1,199 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,914 shares; 2025Q1: 3,714 shares; 2025Q2: 3,544 shares; 2025Q3: 3,514 shares; 2025Q4: 3,444 shares; 2026Q1: 3,444 shares; 2026Q2: 3,444 shares 3,444 $396K 0.13% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 745 shares; 2026Q2: 4,470 shares 4,470 $385K 0.13% +3,725 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,085 shares; 2025Q1: 3,081 shares; 2025Q2: 3,081 shares; 2025Q3: 3,008 shares; 2025Q4: 2,998 shares; 2026Q1: 2,998 shares; 2026Q2: 3,038 shares 3,038 $385K 0.13% +40 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 1,850 shares 1,850 $382K 0.13% -400 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,194 shares; 2025Q1: 4,205 shares; 2025Q2: 4,085 shares; 2025Q3: 3,685 shares; 2025Q4: 3,685 shares; 2026Q1: 3,685 shares; 2026Q2: 3,435 shares 3,435 $371K 0.12% -250 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $367K 0.12% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 875 shares 875 $365K 0.12% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,202 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares; 2025Q3: 2,392 shares; 2025Q4: 2,382 shares; 2026Q1: 2,357 shares; 2026Q2: 2,397 shares 2,397 $363K 0.12% +40 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares; 2026Q2: 6,800 shares 6,800 $348K 0.11% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,058 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,658 shares; 2025Q4: 2,658 shares; 2026Q1: 2,658 shares; 2026Q2: 2,658 shares 2,658 $345K 0.11% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,521 shares 1,521 $341K 0.11% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares 18,000 $331K 0.11% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,000 shares; 2025Q1: 11,013 shares; 2025Q2: 11,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $331K 0.11% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,886 shares; 2025Q1: 4,882 shares; 2025Q2: 4,882 shares; 2025Q3: 4,882 shares; 2025Q4: 4,882 shares; 2026Q1: 5,002 shares; 2026Q2: 4,874 shares 4,874 $327K 0.11% -128 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: not loaded; 2024Q4: not reported; 2025Q1: 10,196 shares; 2025Q2: 9,603 shares; 2025Q3: 3,062 shares; 2025Q4: 3,062 shares; 2026Q1: 3,062 shares; 2026Q2: 3,062 shares 3,062 $317K 0.1% 0 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: not loaded; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $313K 0.1% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,662 shares 2,662 $311K 0.1% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,150 shares; 2026Q2: 4,259 shares 4,259 $305K 0.1% +109 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $300K 0.1% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,164 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,274 shares; 2026Q2: 1,314 shares 1,314 $294K 0.1% +40 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,557 shares; 2025Q1: 5,557 shares; 2025Q2: 11,991 shares; 2025Q3: 5,057 shares; 2025Q4: 9,047 shares; 2026Q1: 5,057 shares; 2026Q2: 4,982 shares 4,982 $284K 0.09% -75 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $281K 0.09% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,682 shares; 2025Q1: 7,533 shares; 2025Q2: 7,400 shares; 2025Q3: 5,018 shares; 2025Q4: 2,635 shares; 2026Q1: 4,039 shares; 2026Q2: 2,155 shares 2,155 $281K 0.09% -1,884 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: not loaded; 2024Q4: 2,523 shares; 2025Q1: 2,523 shares; 2025Q2: 2,523 shares; 2025Q3: 2,523 shares; 2025Q4: 2,523 shares; 2026Q1: 2,494 shares; 2026Q2: 2,494 shares 2,494 $274K 0.09% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,415 shares; 2025Q1: 4,415 shares; 2025Q2: 7,415 shares; 2025Q3: 8,415 shares; 2025Q4: 8,415 shares; 2026Q1: 8,415 shares; 2026Q2: 8,415 shares 8,415 $266K 0.09% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,237 shares; 2025Q3: 1,132 shares; 2025Q4: 1,033 shares; 2026Q1: 938 shares; 2026Q2: 938 shares 938 $261K 0.09% 0 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: not loaded; 2024Q4: 3,115 shares; 2025Q1: 3,237 shares; 2025Q2: 3,254 shares; 2025Q3: 2,628 shares; 2025Q4: 2,593 shares; 2026Q1: 2,593 shares; 2026Q2: 3,138 shares 3,138 $259K 0.08% +545 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,311 shares 4,311 $257K 0.08% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,602 shares; 2025Q1: 2,442 shares; 2025Q2: 741 shares; 2025Q3: 729 shares; 2025Q4: 709 shares; 2026Q1: not reported; 2026Q2: 611 shares 611 $254K 0.08% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,755 shares; 2025Q1: 4,755 shares; 2025Q2: 4,258 shares; 2025Q3: 4,258 shares; 2025Q4: 4,258 shares; 2026Q1: 4,258 shares; 2026Q2: 4,234 shares 4,234 $250K 0.08% -24 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,300 shares 2,300 $250K 0.08% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,010 shares; 2026Q1: 4,010 shares; 2026Q2: 3,930 shares 3,930 $247K 0.08% -80 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $245K 0.08% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,297 shares; 2025Q1: 4,745 shares; 2025Q2: 4,745 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,524 shares; 2026Q2: 4,524 shares 4,524 $245K 0.08% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,334 shares; 2025Q1: 2,319 shares; 2025Q2: 2,319 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,295 shares; 2026Q2: 1,186 shares 1,186 $243K 0.08% -109 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $243K 0.08% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $241K 0.08% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $241K 0.08% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,595 shares; 2025Q1: 2,592 shares; 2025Q2: 2,592 shares; 2025Q3: 2,592 shares; 2025Q4: 2,592 shares; 2026Q1: 2,592 shares; 2026Q2: 2,442 shares 2,442 $240K 0.08% -150 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $236K 0.08% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares; 2025Q2: not reported; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: not reported; 2026Q2: 1,034 shares 1,034 $231K 0.08% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 817 shares 817 $230K 0.08% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $229K 0.08% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 533 shares 533 $227K 0.07% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 725 shares 725 $216K 0.07% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,389 shares; 2025Q1: 2,324 shares; 2025Q2: 1,349 shares; 2025Q3: 1,330 shares; 2025Q4: 1,321 shares; 2026Q1: 1,281 shares; 2026Q2: 1,314 shares 1,314 $215K 0.07% +33 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,791 shares; 2025Q1: 1,761 shares; 2025Q2: 1,861 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,486 shares 1,486 $209K 0.07% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $205K 0.07% new Timeline