IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,867 shares; 2024Q4: 113,246 shares; 2025Q1: 84,114 shares; 2025Q2: 87,231 shares; 2025Q3: 96,751 shares; 2025Q4: 99,339 shares; 2026Q1: 104,188 shares; 2026Q2: 113,426 shares 113,426 $84.9M 11.84% +9,238 Timeline SCHX 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: 755,138 shares; 2024Q4: 2,269,625 shares; 2025Q1: 2,206,512 shares; 2025Q2: 2,280,596 shares; 2025Q3: 2,244,984 shares; 2025Q4: 2,212,231 shares; 2026Q1: 2,176,358 shares; 2026Q2: 2,222,715 shares 2,222,715 $65.4M 9.12% +46,357 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,442 shares; 2024Q4: 372,192 shares; 2025Q1: 312,686 shares; 2025Q2: 308,652 shares; 2025Q3: 345,590 shares; 2025Q4: 382,609 shares; 2026Q1: 408,315 shares; 2026Q2: 443,414 shares 443,414 $43.9M 6.12% +35,099 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: 366,312 shares; 2024Q4: 379,791 shares; 2025Q1: 337,529 shares; 2025Q2: 332,071 shares; 2025Q3: 353,515 shares; 2025Q4: 442,486 shares; 2026Q1: 462,631 shares; 2026Q2: 481,066 shares 481,066 $38.5M 5.36% +18,435 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: 110,750 shares; 2024Q4: 137,122 shares; 2025Q1: 130,026 shares; 2025Q2: 138,636 shares; 2025Q3: 152,763 shares; 2025Q4: 241,954 shares; 2026Q1: 291,268 shares; 2026Q2: 327,308 shares 327,308 $35.7M 4.98% +36,040 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: 314,837 shares; 2024Q4: 319,098 shares; 2025Q1: 254,150 shares; 2025Q2: 256,688 shares; 2025Q3: 275,414 shares; 2025Q4: 283,986 shares; 2026Q1: 294,340 shares; 2026Q2: 331,636 shares 331,636 $32M 4.46% +37,296 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,740 shares; 2024Q4: 363,249 shares; 2025Q1: 303,524 shares; 2025Q2: 299,232 shares; 2025Q3: 320,900 shares; 2025Q4: 316,691 shares; 2026Q1: 330,816 shares; 2026Q2: 345,719 shares 345,719 $28.6M 3.99% +14,903 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633,385 shares; 2024Q4: 655,173 shares; 2025Q1: 528,216 shares; 2025Q2: 504,762 shares; 2025Q3: 557,715 shares; 2025Q4: 562,898 shares; 2026Q1: 537,209 shares; 2026Q2: 527,506 shares 527,506 $26.9M 3.75% -9,703 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,754 shares; 2024Q4: 213,336 shares; 2025Q1: 195,426 shares; 2025Q2: 190,040 shares; 2025Q3: 202,519 shares; 2025Q4: 213,349 shares; 2026Q1: 221,835 shares; 2026Q2: 239,041 shares 239,041 $23.1M 3.21% +17,206 Timeline SCHZ 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: 551,284 shares; 2024Q4: 1,070,411 shares; 2025Q1: 1,089,446 shares; 2025Q2: 1,027,933 shares; 2025Q3: 1,063,942 shares; 2025Q4: 1,018,851 shares; 2026Q1: 1,014,783 shares; 2026Q2: 956,732 shares 956,732 $22.1M 3.08% -58,051 Timeline SCHF 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: 424,531 shares; 2024Q4: 840,555 shares; 2025Q1: 851,584 shares; 2025Q2: 859,056 shares; 2025Q3: 821,253 shares; 2025Q4: 810,666 shares; 2026Q1: 788,468 shares; 2026Q2: 790,195 shares 790,195 $21.9M 3.05% +1,727 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: 239,991 shares; 2024Q4: 245,093 shares; 2025Q1: 180,549 shares; 2025Q2: 194,216 shares; 2025Q3: 214,852 shares; 2025Q4: 220,094 shares; 2026Q1: 230,280 shares; 2026Q2: 238,477 shares 238,477 $18.4M 2.56% +8,197 Timeline SCHE 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: 494,504 shares; 2024Q4: 501,415 shares; 2025Q1: 533,081 shares; 2025Q2: 521,628 shares; 2025Q3: 508,541 shares; 2025Q4: 482,441 shares; 2026Q1: 490,541 shares; 2026Q2: 476,643 shares 476,643 $17.3M 2.41% -13,898 Timeline FLRN 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: 742,345 shares; 2024Q4: 748,100 shares; 2025Q1: 695,838 shares; 2025Q2: 641,244 shares; 2025Q3: 665,312 shares; 2025Q4: 651,222 shares; 2026Q1: 584,824 shares; 2026Q2: 541,503 shares 541,503 $16.7M 2.33% -43,321 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: 131,548 shares; 2024Q4: 131,167 shares; 2025Q1: 98,803 shares; 2025Q2: 109,494 shares; 2025Q3: 110,655 shares; 2025Q4: 97,535 shares; 2026Q1: 101,461 shares; 2026Q2: 105,624 shares 105,624 $15.7M 2.18% +4,163 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: 114,529 shares; 2024Q4: 131,678 shares; 2025Q1: 121,650 shares; 2025Q2: 122,745 shares; 2025Q3: 129,702 shares; 2025Q4: 134,296 shares; 2026Q1: 139,953 shares; 2026Q2: 144,937 shares 144,937 $15.6M 2.17% +4,984 Timeline SPYM 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: 179,789 shares; 2024Q4: 175,392 shares; 2025Q1: 172,294 shares; 2025Q2: 177,853 shares; 2025Q3: 172,673 shares; 2025Q4: 169,228 shares; 2026Q1: 168,358 shares; 2026Q2: 173,788 shares 173,788 $15.3M 2.13% +5,430 Timeline SCHM 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: 126,297 shares; 2024Q4: 375,671 shares; 2025Q1: 364,259 shares; 2025Q2: 388,625 shares; 2025Q3: 386,252 shares; 2025Q4: 380,277 shares; 2026Q1: 376,193 shares; 2026Q2: 364,410 shares 364,410 $13.4M 1.87% -11,783 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: 159,304 shares; 2024Q4: 427,762 shares; 2025Q1: 411,649 shares; 2025Q2: 428,601 shares; 2025Q3: 417,227 shares; 2025Q4: 408,391 shares; 2026Q1: 404,680 shares; 2026Q2: 414,502 shares 414,502 $12M 1.67% +9,822 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,882 shares; 2024Q4: 77,612 shares; 2025Q1: 55,852 shares; 2025Q2: 59,643 shares; 2025Q3: 63,823 shares; 2025Q4: 63,972 shares; 2026Q1: 65,773 shares; 2026Q2: 72,112 shares 72,112 $11.8M 1.65% +6,339 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: 20,313 shares; 2024Q4: 20,485 shares; 2025Q1: 14,524 shares; 2025Q2: 15,226 shares; 2025Q3: 15,113 shares; 2025Q4: 14,799 shares; 2026Q1: 14,179 shares; 2026Q2: 14,586 shares 14,586 $10.9M 1.52% +407 Timeline SCHA 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: 202,881 shares; 2024Q4: 394,651 shares; 2025Q1: 381,997 shares; 2025Q2: 423,636 shares; 2025Q3: 374,311 shares; 2025Q4: 315,966 shares; 2026Q1: 310,751 shares; 2026Q2: 294,689 shares 294,689 $10.6M 1.48% -16,062 Timeline SPAB 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: 355,171 shares; 2024Q4: 353,996 shares; 2025Q1: 360,414 shares; 2025Q2: 348,639 shares; 2025Q3: 370,223 shares; 2025Q4: 380,856 shares; 2026Q1: 391,329 shares; 2026Q2: 390,850 shares 390,850 $9.97M 1.39% -479 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,382 shares; 2024Q4: 62,713 shares; 2025Q1: 35,307 shares; 2025Q2: 35,188 shares; 2025Q3: 34,031 shares; 2025Q4: 33,354 shares; 2026Q1: 34,126 shares; 2026Q2: 33,727 shares 33,727 $9.76M 1.36% -399 Timeline SPIB 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: 150,687 shares; 2024Q4: 161,120 shares; 2025Q1: 168,980 shares; 2025Q2: 177,168 shares; 2025Q3: 185,429 shares; 2025Q4: 187,582 shares; 2026Q1: 221,386 shares; 2026Q2: 240,113 shares 240,113 $8.03M 1.12% +18,727 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,409 shares; 2024Q4: 146,986 shares; 2025Q1: 141,842 shares; 2025Q2: 141,807 shares; 2025Q3: 147,977 shares; 2025Q4: 163,518 shares; 2026Q1: 175,581 shares; 2026Q2: 175,323 shares 175,323 $7.44M 1.04% -258 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,222 shares; 2024Q4: 94,445 shares; 2025Q1: 76,648 shares; 2025Q2: 76,779 shares; 2025Q3: 83,382 shares; 2025Q4: 84,664 shares; 2026Q1: 88,990 shares; 2026Q2: 97,675 shares 97,675 $7.4M 1.03% +8,685 Timeline SPEM 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: 142,207 shares; 2024Q4: 144,067 shares; 2025Q1: 128,936 shares; 2025Q2: 124,809 shares; 2025Q3: 120,602 shares; 2025Q4: 114,589 shares; 2026Q1: 116,631 shares; 2026Q2: 116,999 shares 116,999 $6.06M 0.84% +368 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: 165,318 shares; 2024Q4: 160,468 shares; 2025Q1: 126,684 shares; 2025Q2: 124,905 shares; 2025Q3: 118,246 shares; 2025Q4: 115,195 shares; 2026Q1: 113,431 shares; 2026Q2: 117,680 shares 117,680 $5.93M 0.83% +4,249 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,886 shares; 2024Q4: 4,987 shares; 2025Q1: 4,777 shares; 2025Q2: 4,772 shares; 2025Q3: 64,117 shares; 2025Q4: 63,888 shares; 2026Q1: 63,889 shares; 2026Q2: 63,891 shares 63,891 $5.86M 0.82% +2 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: 70,844 shares; 2024Q4: 206,821 shares; 2025Q1: 208,100 shares; 2025Q2: 198,638 shares; 2025Q3: 214,820 shares; 2025Q4: 214,553 shares; 2026Q1: 210,438 shares; 2026Q2: 179,585 shares 179,585 $5.69M 0.79% -30,853 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,312 shares; 2024Q4: 263,578 shares; 2025Q1: 271,046 shares; 2025Q2: 264,590 shares; 2025Q3: 271,342 shares; 2025Q4: 241,373 shares; 2026Q1: 232,208 shares; 2026Q2: 211,860 shares 211,860 $4.59M 0.64% -20,348 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: 9,624 shares; 2024Q4: 9,624 shares; 2025Q1: 7,325 shares; 2025Q2: 7,201 shares; 2025Q3: 7,201 shares; 2025Q4: 7,201 shares; 2026Q1: 7,201 shares; 2026Q2: 28,805 shares 28,805 $3.58M 0.5% +21,604 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: 25,558 shares; 2024Q4: 102,232 shares; 2025Q1: 102,232 shares; 2025Q2: 102,232 shares; 2025Q3: 102,194 shares; 2025Q4: 102,171 shares; 2026Q1: 102,118 shares; 2026Q2: 102,084 shares 102,084 $3.45M 0.48% -34 Timeline SPMD 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: 45,114 shares; 2024Q4: 43,673 shares; 2025Q1: 42,871 shares; 2025Q2: 45,211 shares; 2025Q3: 44,561 shares; 2025Q4: 43,716 shares; 2026Q1: 43,958 shares; 2026Q2: 43,507 shares 43,507 $2.94M 0.41% -451 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: 10,907 shares; 2024Q4: 10,932 shares; 2025Q1: 6,326 shares; 2025Q2: 6,463 shares; 2025Q3: 7,280 shares; 2025Q4: 7,221 shares; 2026Q1: 7,025 shares; 2026Q2: 7,017 shares 7,017 $2.62M 0.36% -8 Timeline TFI 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: 118,634 shares; 2024Q4: 77,756 shares; 2025Q1: 75,557 shares; 2025Q2: 76,157 shares; 2025Q3: 79,411 shares; 2025Q4: 71,770 shares; 2026Q1: 69,179 shares; 2026Q2: 55,947 shares 55,947 $2.56M 0.36% -13,232 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,435 shares; 2024Q4: 51,345 shares; 2025Q1: 51,002 shares; 2025Q2: 56,316 shares; 2025Q3: 50,846 shares; 2025Q4: 43,343 shares; 2026Q1: 43,425 shares; 2026Q2: 42,686 shares 42,686 $2.46M 0.34% -739 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,171 shares; 2024Q4: 4,155 shares; 2025Q1: 3,945 shares; 2025Q2: 3,945 shares; 2025Q3: 6,130 shares; 2025Q4: 6,059 shares; 2026Q1: 5,890 shares; 2026Q2: 5,890 shares 5,890 $2.08M 0.29% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,562 shares; 2024Q4: 2,072 shares; 2025Q1: 1,761 shares; 2025Q2: 1,771 shares; 2025Q3: 2,326 shares; 2025Q4: 3,193 shares; 2026Q1: 3,349 shares; 2026Q2: 2,588 shares 2,588 $1.91M 0.27% -761 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: 25,790 shares; 2024Q4: 21,943 shares; 2025Q1: 21,165 shares; 2025Q2: 21,770 shares; 2025Q3: 20,755 shares; 2025Q4: 19,817 shares; 2026Q1: 19,740 shares; 2026Q2: 20,742 shares 20,742 $1.88M 0.26% +1,002 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: 6,721 shares; 2024Q4: 6,706 shares; 2025Q1: 6,463 shares; 2025Q2: 6,480 shares; 2025Q3: 7,353 shares; 2025Q4: 7,330 shares; 2026Q1: 7,356 shares; 2026Q2: 7,357 shares 7,357 $1.87M 0.26% +1 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,479 shares; 2024Q4: 20,212 shares; 2025Q1: 15,504 shares; 2025Q2: 15,711 shares; 2025Q3: 18,263 shares; 2025Q4: 19,560 shares; 2026Q1: 20,754 shares; 2026Q2: 21,993 shares 21,993 $1.81M 0.25% +1,239 Timeline SPYD 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: 35,935 shares; 2024Q4: 33,592 shares; 2025Q1: 34,614 shares; 2025Q2: 33,973 shares; 2025Q3: 37,393 shares; 2025Q4: 37,242 shares; 2026Q1: 38,649 shares; 2026Q2: 37,307 shares 37,307 $1.78M 0.25% -1,342 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: 15,540 shares; 2024Q4: 18,123 shares; 2025Q1: 7,368 shares; 2025Q2: 7,218 shares; 2025Q3: 8,609 shares; 2025Q4: 8,563 shares; 2026Q1: 8,683 shares; 2026Q2: 8,696 shares 8,696 $1.74M 0.24% +13 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,266 shares; 2024Q4: 99,074 shares; 2025Q1: 108,035 shares; 2025Q2: 110,127 shares; 2025Q3: 113,646 shares; 2025Q4: 22,932 shares; 2026Q1: 22,351 shares; 2026Q2: 16,707 shares 16,707 $1.62M 0.23% -5,644 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,554 shares; 2024Q4: 3,554 shares; 2025Q1: 1,894 shares; 2025Q2: 1,894 shares; 2025Q3: 4,284 shares; 2025Q4: 4,309 shares; 2026Q1: 4,309 shares; 2026Q2: 4,329 shares 4,329 $1.55M 0.22% +20 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: 7,049 shares; 2024Q4: 7,049 shares; 2025Q1: 6,989 shares; 2025Q2: 6,989 shares; 2025Q3: 6,989 shares; 2025Q4: 6,989 shares; 2026Q1: 6,989 shares; 2026Q2: 6,989 shares 6,989 $1.49M 0.21% 0 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: 1,084 shares; 2024Q4: 1,089 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 1,752 shares; 2025Q4: 1,685 shares; 2026Q1: 1,845 shares; 2026Q2: 1,876 shares 1,876 $1.29M 0.18% +31 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,568 shares; 2024Q4: 46,929 shares; 2025Q1: 45,847 shares; 2025Q2: 45,734 shares; 2025Q3: 48,480 shares; 2025Q4: 50,051 shares; 2026Q1: 50,368 shares; 2026Q2: 50,588 shares 50,588 $1.22M 0.17% +220 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: 9,181 shares; 2024Q4: 9,145 shares; 2025Q1: 9,145 shares; 2025Q2: 9,125 shares; 2025Q3: 9,201 shares; 2025Q4: 9,246 shares; 2026Q1: 9,225 shares; 2026Q2: 9,225 shares 9,225 $1.19M 0.17% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,499 shares; 2024Q4: 9,459 shares; 2025Q1: 4,779 shares; 2025Q2: 4,377 shares; 2025Q3: 4,269 shares; 2025Q4: 4,204 shares; 2026Q1: 4,228 shares; 2026Q2: 3,612 shares 3,612 $1.18M 0.16% -616 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: 5,732 shares; 2024Q4: 6,025 shares; 2025Q1: 4,304 shares; 2025Q2: 4,604 shares; 2025Q3: 5,164 shares; 2025Q4: 5,131 shares; 2026Q1: 4,893 shares; 2026Q2: 4,893 shares 4,893 $1.17M 0.16% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,627 shares; 2024Q4: 7,627 shares; 2025Q1: 6,757 shares; 2025Q2: 6,757 shares; 2025Q3: 9,791 shares; 2025Q4: 10,391 shares; 2026Q1: 10,391 shares; 2026Q2: 9,791 shares 9,791 $1.15M 0.16% -600 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: 5,657 shares; 2024Q4: 5,654 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,968 shares; 2025Q4: 1,957 shares; 2026Q1: 1,997 shares; 2026Q2: 1,987 shares 1,987 $1.12M 0.16% -10 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,355 shares; 2024Q4: 2,355 shares; 2025Q1: 2,096 shares; 2025Q2: 2,096 shares; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares; 2026Q1: 2,797 shares; 2026Q2: 2,797 shares 2,797 $960K 0.13% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,305 shares; 2024Q4: 2,202 shares; 2025Q1: 1,879 shares; 2025Q2: 1,874 shares; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares; 2026Q1: 2,484 shares; 2026Q2: 2,484 shares 2,484 $876K 0.12% 0 Timeline SCHV 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: 8,079 shares; 2024Q4: 24,237 shares; 2025Q1: 24,237 shares; 2025Q2: 24,237 shares; 2025Q3: 24,237 shares; 2025Q4: 24,237 shares; 2026Q1: 24,210 shares; 2026Q2: 24,210 shares 24,210 $843K 0.12% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,534 shares; 2024Q4: 8,534 shares; 2025Q1: 8,534 shares; 2025Q2: 8,534 shares; 2025Q3: 9,140 shares; 2025Q4: 9,240 shares; 2026Q1: 9,240 shares; 2026Q2: 9,140 shares 9,140 $743K 0.1% -100 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: 14,717 shares; 2024Q4: 14,717 shares; 2025Q1: 12,021 shares; 2025Q2: 12,021 shares; 2025Q3: 12,875 shares; 2025Q4: 12,875 shares; 2026Q1: 12,875 shares; 2026Q2: 12,875 shares 12,875 $734K 0.1% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,751 shares; 2026Q2: 6,601 shares 6,601 $675K 0.09% -150 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: 2,791 shares; 2024Q4: 2,791 shares; 2025Q1: 2,676 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,001 shares; 2026Q1: 2,741 shares; 2026Q2: 2,741 shares 2,741 $649K 0.09% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,776 shares; 2024Q4: 2,722 shares; 2025Q1: 2,695 shares; 2025Q2: 2,666 shares; 2025Q3: 2,630 shares; 2025Q4: 1,738 shares; 2026Q1: 1,673 shares; 2026Q2: 1,691 shares 1,691 $626K 0.09% +18 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: 2,587 shares; 2024Q4: 2,587 shares; 2025Q1: 2,087 shares; 2025Q2: 2,086 shares; 2025Q3: 2,136 shares; 2025Q4: 2,136 shares; 2026Q1: 2,186 shares; 2026Q2: 2,187 shares 2,187 $615K 0.09% +1 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: 29,280 shares; 2024Q4: 29,776 shares; 2025Q1: 27,623 shares; 2025Q2: 27,663 shares; 2025Q3: 29,191 shares; 2025Q4: 29,389 shares; 2026Q1: 28,881 shares; 2026Q2: 28,926 shares 28,926 $599K 0.08% +45 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,616 shares; 2024Q4: 10,616 shares; 2025Q1: 10,616 shares; 2025Q2: 10,616 shares; 2025Q3: 10,616 shares; 2025Q4: 12,636 shares; 2026Q1: 12,636 shares; 2026Q2: 12,636 shares 12,636 $575K 0.08% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,504 shares; 2026Q2: 1,496 shares 1,496 $565K 0.08% -8 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: 3,093 shares; 2024Q4: 2,753 shares; 2025Q1: 2,348 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares; 2026Q1: 2,235 shares; 2026Q2: 2,185 shares 2,185 $530K 0.07% -50 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: 4,010 shares; 2024Q4: 3,910 shares; 2025Q1: 3,904 shares; 2025Q2: 3,904 shares; 2025Q3: 4,156 shares; 2025Q4: 4,156 shares; 2026Q1: 4,353 shares; 2026Q2: 4,403 shares 4,403 $499K 0.07% +50 Timeline DFUS 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: 5,721 shares; 2024Q4: 5,721 shares; 2025Q1: 5,721 shares; 2025Q2: 5,721 shares; 2025Q3: 5,721 shares; 2025Q4: 5,721 shares; 2026Q1: 5,721 shares; 2026Q2: 5,721 shares 5,721 $469K 0.07% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 893 shares; 2026Q2: 893 shares 893 $463K 0.06% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 195 shares 195 $443K 0.06% new 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: 2,635 shares; 2024Q4: 2,605 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,498 shares; 2025Q4: 2,498 shares; 2026Q1: 2,674 shares; 2026Q2: 2,599 shares 2,599 $431K 0.06% -75 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 871 shares; 2026Q1: 871 shares; 2026Q2: 871 shares 871 $428K 0.06% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,514 shares; 2025Q3: 3,439 shares; 2025Q4: 2,939 shares; 2026Q1: 2,939 shares; 2026Q2: 2,939 shares 2,939 $411K 0.06% 0 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: 4,055 shares; 2024Q4: 4,008 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,958 shares 2,958 $404K 0.06% new 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: 2,498 shares; 2024Q4: 2,498 shares; 2025Q1: 2,498 shares; 2025Q2: 2,498 shares; 2025Q3: 2,511 shares; 2025Q4: 2,498 shares; 2026Q1: 2,648 shares; 2026Q2: 2,648 shares 2,648 $388K 0.05% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 804 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 319 shares; 2026Q2: 314 shares 314 $377K 0.05% -5 Timeline GE AEROSPACE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 856 shares; 2025Q4: 856 shares; 2026Q1: 1,021 shares; 2026Q2: 1,006 shares 1,006 $376K 0.05% -15 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: 2,191 shares; 2024Q4: 2,191 shares; 2025Q1: 2,191 shares; 2025Q2: 2,191 shares; 2025Q3: 2,191 shares; 2025Q4: 2,356 shares; 2026Q1: 2,302 shares; 2026Q2: 4,347 shares 4,347 $374K 0.05% +2,045 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 586 shares 586 $374K 0.05% new 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: 5,051 shares; 2024Q4: 5,074 shares; 2025Q1: 5,097 shares; 2025Q2: 5,122 shares; 2025Q3: 5,936 shares; 2025Q4: 4,998 shares; 2026Q1: 5,020 shares; 2026Q2: 4,257 shares 4,257 $374K 0.05% -763 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,545 shares; 2024Q4: 2,545 shares; 2025Q1: 2,547 shares; 2025Q2: 2,547 shares; 2025Q3: 2,358 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares; 2026Q2: 2,365 shares 2,365 $371K 0.05% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 385 shares; 2026Q2: 385 shares 385 $360K 0.05% 0 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: 512 shares; 2024Q4: 512 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 699 shares; 2026Q1: 709 shares; 2026Q2: 709 shares 709 $355K 0.05% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,488 shares; 2024Q4: 3,488 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares; 2026Q2: 2,360 shares 2,360 $346K 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $323K 0.05% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 756 shares; 2025Q3: 770 shares; 2025Q4: 745 shares; 2026Q1: 770 shares; 2026Q2: 770 shares 770 $320K 0.04% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $310K 0.04% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,652 shares; 2024Q4: 3,652 shares; 2025Q1: 3,652 shares; 2025Q2: 3,652 shares; 2025Q3: 3,652 shares; 2025Q4: 3,652 shares; 2026Q1: 3,652 shares; 2026Q2: 3,652 shares 3,652 $296K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 674 shares 674 $291K 0.04% new 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: 3,924 shares; 2024Q4: 3,924 shares; 2025Q1: 3,924 shares; 2025Q2: 3,924 shares; 2025Q3: 3,924 shares; 2025Q4: 3,924 shares; 2026Q1: 3,924 shares; 2026Q2: 3,924 shares 3,924 $282K 0.04% 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: 1,904 shares 1,904 $266K 0.04% new 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: 3,576 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,351 shares; 2025Q3: 2,925 shares; 2025Q4: not reported; 2026Q1: 2,861 shares; 2026Q2: 3,082 shares 3,082 $258K 0.04% +221 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: 15,107 shares; 2024Q4: 15,107 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,599 shares 10,599 $255K 0.04% new 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: 4,615 shares; 2024Q4: 6,270 shares; 2025Q1: 5,710 shares; 2025Q2: 5,723 shares; 2025Q3: 5,736 shares; 2025Q4: 5,763 shares; 2026Q1: 5,965 shares; 2026Q2: 5,978 shares 5,978 $253K 0.04% +13 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 reported; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 264 shares; 2025Q4: 3,420 shares; 2026Q1: 3,490 shares; 2026Q2: 3,490 shares 3,490 $249K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,513 shares; 2026Q2: 1,513 shares 1,513 $245K 0.03% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,713 shares; 2024Q4: 7,778 shares; 2025Q1: 7,744 shares; 2025Q2: 7,488 shares; 2025Q3: 7,800 shares; 2025Q4: 8,063 shares; 2026Q1: 8,237 shares; 2026Q2: 8,361 shares 8,361 $243K 0.03% +124 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905 shares; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 785 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares; 2026Q2: 590 shares 590 $242K 0.03% 0 PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 978 shares; 2026Q1: 978 shares; 2026Q2: 978 shares 978 $241K 0.03% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 798 shares; 2026Q1: 758 shares; 2026Q2: 571 shares 571 $240K 0.03% -187 Timeline CSX CSX CORP More: the full row for CSX 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: 4,600 shares 4,600 $219K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 373 shares 373 $217K 0.03% new 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: 2,830 shares; 2024Q4: 2,833 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,283 shares; 2025Q4: 2,283 shares; 2026Q1: 2,283 shares; 2026Q2: 2,248 shares 2,248 $216K 0.03% -35 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,170 shares; 2026Q2: 1,120 shares 1,120 $212K 0.03% -50 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,310 shares 1,310 $212K 0.03% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480 shares 480 $208K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 413 shares 413 $204K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 282 shares 282 $204K 0.03% new Timeline