IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,144 shares; 2024Q4: 2,794 shares; 2025Q1: 2,785 shares; 2025Q2: 8,504 shares; 2025Q3: 20,000 shares; 2025Q4: 25,914 shares; 2026Q1: 38,624 shares; 2026Q2: 41,237 shares 41,237 $30.9M 10.27% +2,613 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: 69,011 shares; 2024Q4: 73,163 shares; 2025Q1: 74,923 shares; 2025Q2: 76,382 shares; 2025Q3: 71,492 shares; 2025Q4: 72,196 shares; 2026Q1: 68,962 shares; 2026Q2: 68,288 shares 68,288 $16.6M 5.52% -674 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,946 shares; 2024Q4: 20,050 shares; 2025Q1: 20,053 shares; 2025Q2: 20,341 shares; 2025Q3: 59,624 shares; 2025Q4: 84,805 shares; 2026Q1: 126,426 shares; 2026Q2: 135,685 shares 135,685 $12.9M 4.31% +9,259 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: 56,344 shares; 2024Q4: 65,196 shares; 2025Q1: 67,245 shares; 2025Q2: 65,488 shares; 2025Q3: 61,335 shares; 2025Q4: 62,123 shares; 2026Q1: 60,134 shares; 2026Q2: 58,656 shares 58,656 $12.8M 4.25% -1,478 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: 39,398 shares; 2024Q4: 18,289 shares; 2025Q1: 17,566 shares; 2025Q2: 17,731 shares; 2025Q3: 16,380 shares; 2025Q4: 15,638 shares; 2026Q1: 15,052 shares; 2026Q2: 14,726 shares 14,726 $10.1M 3.36% -326 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,775 shares; 2025Q4: 164,498 shares; 2026Q1: 324,769 shares; 2026Q2: 386,951 shares 386,951 $8.81M 2.93% +62,182 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: 35,114 shares; 2024Q4: 35,317 shares; 2025Q1: 40,013 shares; 2025Q2: 39,738 shares; 2025Q3: 41,160 shares; 2025Q4: 40,514 shares; 2026Q1: 41,393 shares; 2026Q2: 42,095 shares 42,095 $8.42M 2.8% +702 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: 24,830 shares; 2024Q4: 26,817 shares; 2025Q1: 24,379 shares; 2025Q2: 23,328 shares; 2025Q3: 24,265 shares; 2025Q4: 24,771 shares; 2026Q1: 25,466 shares; 2026Q2: 25,740 shares 25,740 $7.45M 2.48% +274 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: 16,083 shares; 2024Q4: 20,492 shares; 2025Q1: 22,550 shares; 2025Q2: 20,882 shares; 2025Q3: 21,002 shares; 2025Q4: 15,413 shares; 2026Q1: 20,879 shares; 2026Q2: 20,528 shares 20,528 $7.34M 2.44% -351 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: 15,336 shares; 2024Q4: 16,050 shares; 2025Q1: 16,496 shares; 2025Q2: 17,857 shares; 2025Q3: 17,809 shares; 2025Q4: 18,427 shares; 2026Q1: 18,652 shares; 2026Q2: 18,383 shares 18,383 $6.8M 2.26% -269 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: 42,833 shares; 2024Q4: 30,178 shares; 2025Q1: 28,057 shares; 2025Q2: 44,793 shares; 2025Q3: 55,644 shares; 2025Q4: 56,721 shares; 2026Q1: 57,023 shares; 2026Q2: 58,312 shares 58,312 $5.63M 1.87% +1,289 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,057 shares; 2025Q4: 21,073 shares; 2026Q1: 48,799 shares; 2026Q2: 57,586 shares 57,586 $5.44M 1.81% +8,787 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: 51,290 shares; 2024Q4: 52,985 shares; 2025Q1: 57,431 shares; 2025Q2: 58,262 shares; 2025Q3: 56,565 shares; 2025Q4: 56,551 shares; 2026Q1: 56,090 shares; 2026Q2: 56,268 shares 56,268 $5.43M 1.8% +178 Timeline VNQI 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: 106,511 shares; 2024Q4: 116,005 shares; 2025Q1: 124,529 shares; 2025Q2: 126,084 shares; 2025Q3: 121,513 shares; 2025Q4: 121,706 shares; 2026Q1: 118,207 shares; 2026Q2: 119,962 shares 119,962 $5.38M 1.79% +1,755 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: 58,977 shares; 2024Q4: 54,652 shares; 2025Q1: 48,248 shares; 2025Q2: 47,466 shares; 2025Q3: 46,885 shares; 2025Q4: 47,859 shares; 2026Q1: 47,810 shares; 2026Q2: 47,231 shares 47,231 $5.08M 1.69% -579 Timeline SCHC 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: 81,831 shares; 2024Q4: 101,449 shares; 2025Q1: 109,236 shares; 2025Q2: 111,822 shares; 2025Q3: 104,827 shares; 2025Q4: 105,427 shares; 2026Q1: 99,602 shares; 2026Q2: 99,027 shares 99,027 $4.77M 1.58% -575 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: 14,514 shares; 2024Q4: 15,685 shares; 2025Q1: 14,079 shares; 2025Q2: 12,832 shares; 2025Q3: 12,922 shares; 2025Q4: 12,786 shares; 2026Q1: 12,476 shares; 2026Q2: 12,653 shares 12,653 $4.72M 1.57% +177 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,208 shares; 2024Q4: 149,308 shares; 2025Q1: 141,128 shares; 2025Q2: 138,493 shares; 2025Q3: 106,753 shares; 2025Q4: 102,306 shares; 2026Q1: 90,153 shares; 2026Q2: 85,670 shares 85,670 $4.02M 1.34% -4,483 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,095 shares; 2026Q2: 43,141 shares 43,141 $3.83M 1.27% +7,046 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: 53,543 shares; 2024Q4: 32,134 shares; 2025Q1: 31,828 shares; 2025Q2: 40,439 shares; 2025Q3: 42,436 shares; 2025Q4: 44,737 shares; 2026Q1: 44,463 shares; 2026Q2: 45,307 shares 45,307 $3.75M 1.25% +844 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: 5,618 shares; 2024Q4: 8,111 shares; 2025Q1: 11,160 shares; 2025Q2: 11,229 shares; 2025Q3: 9,886 shares; 2025Q4: 5,813 shares; 2026Q1: 10,247 shares; 2026Q2: 10,286 shares 10,286 $3.63M 1.21% +39 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: 13,558 shares; 2024Q4: 16,364 shares; 2025Q1: 14,004 shares; 2025Q2: 14,243 shares; 2025Q3: 14,645 shares; 2025Q4: 14,604 shares; 2026Q1: 14,711 shares; 2026Q2: 14,981 shares 14,981 $3.57M 1.19% +270 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: 174,130 shares; 2024Q4: 50,237 shares; 2025Q1: 46,950 shares; 2025Q2: 44,996 shares; 2025Q3: 42,127 shares; 2025Q4: 42,692 shares; 2026Q1: 42,167 shares; 2026Q2: 42,413 shares 42,413 $3.3M 1.1% +246 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,829 shares; 2024Q4: 78,339 shares; 2025Q1: 78,115 shares; 2025Q2: 75,366 shares; 2025Q3: 63,347 shares; 2025Q4: 63,533 shares; 2026Q1: 49,688 shares; 2026Q2: 49,410 shares 49,410 $2.85M 0.95% -278 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: 2,702 shares; 2024Q4: 3,915 shares; 2025Q1: 2,590 shares; 2025Q2: 2,442 shares; 2025Q3: 2,402 shares; 2025Q4: 2,300 shares; 2026Q1: 2,326 shares; 2026Q2: 2,362 shares 2,362 $2.83M 0.94% +36 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: 4,156 shares; 2024Q4: 4,140 shares; 2025Q1: 4,896 shares; 2025Q2: 4,736 shares; 2025Q3: 4,824 shares; 2025Q4: 3,973 shares; 2026Q1: 4,741 shares; 2026Q2: 4,725 shares 4,725 $2.66M 0.89% -16 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: 3,163 shares; 2024Q4: 5,068 shares; 2025Q1: 5,085 shares; 2025Q2: 5,107 shares; 2025Q3: 5,039 shares; 2025Q4: 5,048 shares; 2026Q1: 5,096 shares; 2026Q2: 5,130 shares 5,130 $2.57M 0.85% +34 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: 14,771 shares; 2024Q4: 20,746 shares; 2025Q1: 24,244 shares; 2025Q2: 31,875 shares; 2025Q3: 31,278 shares; 2025Q4: 32,672 shares; 2026Q1: 36,278 shares; 2026Q2: 33,353 shares 33,353 $2.45M 0.81% -2,925 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: 5,821 shares; 2024Q4: 6,800 shares; 2025Q1: 5,862 shares; 2025Q2: 5,578 shares; 2025Q3: 5,958 shares; 2025Q4: 6,006 shares; 2026Q1: 6,211 shares; 2026Q2: 6,420 shares 6,420 $2.43M 0.81% +209 Timeline VSS 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: 23,582 shares; 2024Q4: 17,905 shares; 2025Q1: 17,039 shares; 2025Q2: 16,828 shares; 2025Q3: 16,183 shares; 2025Q4: 15,820 shares; 2026Q1: 15,612 shares; 2026Q2: 15,597 shares 15,597 $2.41M 0.8% -15 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: 2,479 shares; 2024Q4: 2,385 shares; 2025Q1: 2,474 shares; 2025Q2: 2,480 shares; 2025Q3: 2,414 shares; 2025Q4: 14,053 shares; 2026Q1: 14,085 shares; 2026Q2: 14,081 shares 14,081 $2.31M 0.77% -4 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,038 shares; 2024Q4: 6,570 shares; 2025Q1: 6,756 shares; 2025Q2: 6,800 shares; 2025Q3: 6,840 shares; 2025Q4: 6,845 shares; 2026Q1: 6,820 shares; 2026Q2: 6,662 shares 6,662 $2.18M 0.73% -158 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,076 shares; 2024Q4: 10,076 shares; 2025Q1: 9,614 shares; 2025Q2: 7,014 shares; 2025Q3: 7,014 shares; 2025Q4: 7,028 shares; 2026Q1: 7,028 shares; 2026Q2: 7,028 shares 7,028 $2.13M 0.71% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,388 shares; 2024Q4: 57,105 shares; 2025Q1: 58,276 shares; 2025Q2: 50,957 shares; 2025Q3: 50,454 shares; 2025Q4: 25,394 shares; 2026Q1: 25,260 shares; 2026Q2: 25,398 shares 25,398 $2.06M 0.69% +138 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: 2,763 shares; 2024Q4: 2,028 shares; 2025Q1: 2,960 shares; 2025Q2: 3,305 shares; 2025Q3: 3,361 shares; 2025Q4: 3,389 shares; 2026Q1: 3,397 shares; 2026Q2: 3,446 shares 3,446 $2M 0.67% +49 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,793 shares; 2025Q4: 9,050 shares; 2026Q1: 16,506 shares; 2026Q2: 19,299 shares 19,299 $1.94M 0.64% +2,793 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,293 shares; 2025Q4: 22,151 shares; 2026Q1: 26,104 shares; 2026Q2: 27,069 shares 27,069 $1.84M 0.61% +965 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,208 shares; 2025Q4: 11,400 shares; 2026Q1: 16,249 shares; 2026Q2: 18,064 shares 18,064 $1.79M 0.59% +1,815 Timeline HYMB 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: 87,744 shares; 2024Q4: 82,092 shares; 2025Q1: 79,725 shares; 2025Q2: 70,899 shares; 2025Q3: 68,800 shares; 2025Q4: 68,076 shares; 2026Q1: 68,076 shares; 2026Q2: 68,076 shares 68,076 $1.73M 0.58% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,553 shares; 2025Q4: 15,694 shares; 2026Q1: 19,260 shares; 2026Q2: 21,049 shares 21,049 $1.67M 0.56% +1,789 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: 734 shares; 2024Q4: 1,761 shares; 2025Q1: 1,827 shares; 2025Q2: 1,843 shares; 2025Q3: 1,796 shares; 2025Q4: 1,735 shares; 2026Q1: 1,737 shares; 2026Q2: 1,762 shares 1,762 $1.65M 0.55% +25 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: 2,014 shares; 2024Q4: 6,367 shares; 2025Q1: 7,749 shares; 2025Q2: 6,620 shares; 2025Q3: 6,951 shares; 2025Q4: 5,941 shares; 2026Q1: 6,244 shares; 2026Q2: 6,397 shares 6,397 $1.62M 0.54% +153 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,201 shares; 2025Q4: 1,222 shares; 2026Q1: 1,358 shares; 2026Q2: 1,363 shares 1,363 $1.57M 0.52% +5 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,107 shares; 2025Q4: 32,001 shares; 2026Q1: 24,561 shares; 2026Q2: 24,873 shares 24,873 $1.54M 0.51% +312 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,772 shares; 2026Q1: 21,772 shares; 2026Q2: 21,303 shares 21,303 $1.52M 0.5% -469 Timeline SHM 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: 41,952 shares; 2024Q4: 39,397 shares; 2025Q1: 37,163 shares; 2025Q2: 38,542 shares; 2025Q3: 38,351 shares; 2025Q4: 38,356 shares; 2026Q1: 36,975 shares; 2026Q2: 31,473 shares 31,473 $1.51M 0.5% -5,502 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,526 shares; 2026Q2: 7,475 shares 7,475 $1.49M 0.5% -51 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: 1,178 shares; 2024Q4: 1,251 shares; 2025Q1: 1,215 shares; 2025Q2: 1,363 shares; 2025Q3: 1,379 shares; 2025Q4: 1,344 shares; 2026Q1: 1,344 shares; 2026Q2: 1,350 shares 1,350 $1.44M 0.48% +6 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,419 shares; 2026Q1: 29,527 shares; 2026Q2: 27,172 shares 27,172 $1.43M 0.48% -2,355 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: 2,676 shares; 2024Q4: 3,103 shares; 2025Q1: 2,612 shares; 2025Q2: 3,267 shares; 2025Q3: 3,326 shares; 2025Q4: 3,308 shares; 2026Q1: 3,282 shares; 2026Q2: 3,331 shares 3,331 $1.4M 0.47% +49 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 891 shares; 2025Q1: 752 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 672 shares; 2026Q1: 700 shares; 2026Q2: 694 shares 694 $1.38M 0.46% -6 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 9,876 shares; 2025Q4: 22,058 shares; 2026Q1: 21,998 shares; 2026Q2: 23,782 shares 23,782 $1.24M 0.41% +1,784 Timeline EMGF ISHARES INC More: the full row for ISHARES 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: 6,999 shares; 2025Q4: 13,047 shares; 2026Q1: 15,362 shares; 2026Q2: 15,893 shares 15,893 $1.16M 0.39% +531 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: 2,473 shares; 2024Q4: 3,749 shares; 2025Q1: 2,336 shares; 2025Q2: 2,433 shares; 2025Q3: 2,477 shares; 2025Q4: 2,448 shares; 2026Q1: 2,339 shares; 2026Q2: 2,344 shares 2,344 $1.12M 0.37% +5 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,121 shares 8,121 $1.11M 0.37% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,443 shares; 2025Q4: 31,369 shares; 2026Q1: 21,891 shares; 2026Q2: 24,028 shares 24,028 $1.09M 0.36% +2,137 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,151 shares; 2024Q4: 13,016 shares; 2025Q1: 12,443 shares; 2025Q2: 12,412 shares; 2025Q3: 12,383 shares; 2025Q4: 12,238 shares; 2026Q1: 12,238 shares; 2026Q2: 12,238 shares 12,238 $1.09M 0.36% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,385 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,372 shares; 2025Q3: 1,368 shares; 2025Q4: 1,404 shares; 2026Q1: 1,412 shares; 2026Q2: 1,436 shares 1,436 $1.04M 0.35% +24 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: 2,477 shares; 2024Q4: 7,695 shares; 2025Q1: 7,724 shares; 2025Q2: 7,705 shares; 2025Q3: 7,708 shares; 2025Q4: 7,046 shares; 2026Q1: 6,983 shares; 2026Q2: 7,004 shares 7,004 $1M 0.33% +21 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: 1,462 shares; 2024Q4: 1,501 shares; 2025Q1: 1,743 shares; 2025Q2: 1,644 shares; 2025Q3: 1,641 shares; 2025Q4: 14,153 shares; 2026Q1: 13,989 shares; 2026Q2: 14,001 shares 14,001 $1000K 0.33% +12 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,535 shares; 2025Q4: 3,987 shares; 2026Q1: 3,987 shares; 2026Q2: 3,987 shares 3,987 $982K 0.33% 0 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,345 shares; 2025Q4: 6,874 shares; 2026Q1: 7,876 shares; 2026Q2: 7,974 shares 7,974 $980K 0.33% +98 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,155 shares; 2024Q4: 9,833 shares; 2025Q1: 10,811 shares; 2025Q2: 10,105 shares; 2025Q3: 10,105 shares; 2025Q4: 10,110 shares; 2026Q1: 10,110 shares; 2026Q2: 10,132 shares 10,132 $963K 0.32% +22 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: 13,429 shares; 2024Q4: 13,429 shares; 2025Q1: 13,369 shares; 2025Q2: 13,306 shares; 2025Q3: 12,465 shares; 2025Q4: 11,232 shares; 2026Q1: 11,232 shares; 2026Q2: 11,232 shares 11,232 $941K 0.31% 0 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: 2,237 shares; 2024Q4: 3,905 shares; 2025Q1: 3,928 shares; 2025Q2: 3,994 shares; 2025Q3: 4,070 shares; 2025Q4: 3,621 shares; 2026Q1: 3,648 shares; 2026Q2: 3,731 shares 3,731 $939K 0.31% +83 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,356 shares; 2025Q4: 11,962 shares; 2026Q1: 13,902 shares; 2026Q2: 19,557 shares 19,557 $927K 0.31% +5,655 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: 1,357 shares; 2024Q4: 4,567 shares; 2025Q1: 4,622 shares; 2025Q2: 4,584 shares; 2025Q3: 4,624 shares; 2025Q4: 3,558 shares; 2026Q1: 3,304 shares; 2026Q2: 3,372 shares 3,372 $917K 0.31% +68 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: 7,909 shares; 2024Q4: 11,069 shares; 2025Q1: 9,361 shares; 2025Q2: 7,759 shares; 2025Q3: 7,887 shares; 2025Q4: 7,763 shares; 2026Q1: 7,891 shares; 2026Q2: 8,081 shares 8,081 $915K 0.3% +190 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: 2,606 shares; 2024Q4: 2,655 shares; 2025Q1: 2,641 shares; 2025Q2: 2,619 shares; 2025Q3: 2,673 shares; 2025Q4: 2,546 shares; 2026Q1: 2,543 shares; 2026Q2: 2,616 shares 2,616 $897K 0.3% +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: 1,072 shares; 2024Q4: 1,072 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,181 shares; 2025Q4: 1,182 shares; 2026Q1: 1,218 shares; 2026Q2: 1,199 shares 1,199 $895K 0.3% -19 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,317 shares; 2024Q4: 12,483 shares; 2025Q1: 11,402 shares; 2025Q2: 11,354 shares; 2025Q3: 11,354 shares; 2025Q4: 11,355 shares; 2026Q1: 11,259 shares; 2026Q2: 9,643 shares 9,643 $824K 0.27% -1,616 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,199 shares; 2026Q2: 10,414 shares 10,414 $797K 0.27% +1,215 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: 1,713 shares; 2025Q4: 1,721 shares; 2026Q1: 1,724 shares; 2026Q2: 1,785 shares 1,785 $774K 0.26% +61 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: 1,458 shares; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 1,548 shares; 2025Q3: 1,558 shares; 2025Q4: 1,516 shares; 2026Q1: 1,537 shares; 2026Q2: 1,502 shares 1,502 $771K 0.26% -35 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,231 shares; 2024Q4: 38,259 shares; 2025Q1: 38,516 shares; 2025Q2: 37,546 shares; 2025Q3: 37,342 shares; 2025Q4: 37,406 shares; 2026Q1: 37,848 shares; 2026Q2: 37,939 shares 37,939 $755K 0.25% +91 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,341 shares; 2025Q4: 7,822 shares; 2026Q1: 7,986 shares; 2026Q2: 9,152 shares 9,152 $734K 0.24% +1,166 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: 3,554 shares; 2024Q4: 9,882 shares; 2025Q1: 10,368 shares; 2025Q2: 9,539 shares; 2025Q3: 9,579 shares; 2025Q4: 4,781 shares; 2026Q1: 5,071 shares; 2026Q2: 4,717 shares 4,717 $692K 0.23% -354 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 218 shares; 2026Q1: 219 shares; 2026Q2: 2,239 shares 2,239 $676K 0.22% +2,020 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,909 shares; 2026Q1: 30,651 shares; 2026Q2: 29,071 shares 29,071 $673K 0.22% -1,580 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: 2,696 shares; 2024Q4: 2,696 shares; 2025Q1: 2,697 shares; 2025Q2: 2,711 shares; 2025Q3: 2,731 shares; 2025Q4: 3,603 shares; 2026Q1: 3,422 shares; 2026Q2: 3,379 shares 3,379 $668K 0.22% -43 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: 561 shares; 2025Q3: 564 shares; 2025Q4: 547 shares; 2026Q1: 552 shares; 2026Q2: 560 shares 560 $658K 0.22% +8 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,417 shares; 2026Q2: 3,416 shares 3,416 $648K 0.22% -1 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,518 shares; 2026Q1: 6,842 shares; 2026Q2: 8,506 shares 8,506 $642K 0.21% +1,664 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,516 shares; 2024Q4: 27,598 shares; 2025Q1: 27,912 shares; 2025Q2: 25,667 shares; 2025Q3: 25,740 shares; 2025Q4: 26,113 shares; 2026Q1: 26,726 shares; 2026Q2: 26,630 shares 26,630 $628K 0.21% -96 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: 1,465 shares; 2024Q4: 1,575 shares; 2025Q1: 1,556 shares; 2025Q2: 1,671 shares; 2025Q3: 1,679 shares; 2025Q4: 1,482 shares; 2026Q1: 1,593 shares; 2026Q2: 1,767 shares 1,767 $623K 0.21% +174 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,168 shares; 2025Q4: 13,510 shares; 2026Q1: 6,959 shares; 2026Q2: 7,228 shares 7,228 $621K 0.21% +269 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: 1,504 shares; 2024Q4: 1,461 shares; 2025Q1: 1,650 shares; 2025Q2: 1,561 shares; 2025Q3: 1,582 shares; 2025Q4: 1,554 shares; 2026Q1: 1,654 shares; 2026Q2: 1,655 shares 1,655 $618K 0.21% +1 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 reported; 2024Q4: not reported; 2025Q1: 3,154 shares; 2025Q2: 3,277 shares; 2025Q3: 3,309 shares; 2025Q4: 3,321 shares; 2026Q1: 3,328 shares; 2026Q2: 3,397 shares 3,397 $599K 0.2% +69 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,727 shares; 2025Q1: 3,090 shares; 2025Q2: 4,393 shares; 2025Q3: 4,717 shares; 2025Q4: 2,763 shares; 2026Q1: 3,023 shares; 2026Q2: 3,504 shares 3,504 $574K 0.19% +481 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: 1,079 shares; 2024Q4: 1,110 shares; 2025Q1: 1,144 shares; 2025Q2: 1,089 shares; 2025Q3: 1,109 shares; 2025Q4: 1,046 shares; 2026Q1: 1,062 shares; 2026Q2: 1,082 shares 1,082 $562K 0.19% +20 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,736 shares; 2024Q4: 20,749 shares; 2025Q1: 19,856 shares; 2025Q2: 10,542 shares; 2025Q3: 8,897 shares; 2025Q4: 6,660 shares; 2026Q1: 10,568 shares; 2026Q2: 6,909 shares 6,909 $530K 0.18% -3,659 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,857 shares; 2025Q2: 4,818 shares; 2025Q3: 5,840 shares; 2025Q4: 9,097 shares; 2026Q1: 9,360 shares; 2026Q2: 11,899 shares 11,899 $517K 0.17% +2,539 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: 1,346 shares; 2024Q4: 1,728 shares; 2025Q1: 1,738 shares; 2025Q2: 1,728 shares; 2025Q3: 1,704 shares; 2025Q4: 1,693 shares; 2026Q1: 1,657 shares; 2026Q2: 1,887 shares 1,887 $510K 0.17% +230 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,852 shares; 2026Q2: 8,965 shares 8,965 $505K 0.17% +113 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 reported; 2024Q4: 2,564 shares; 2025Q1: 2,813 shares; 2025Q2: 2,608 shares; 2025Q3: 3,249 shares; 2025Q4: 3,034 shares; 2026Q1: 3,019 shares; 2026Q2: 3,019 shares 3,019 $500K 0.17% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,703 shares; 2024Q4: 2,789 shares; 2025Q1: 2,886 shares; 2025Q2: 2,771 shares; 2025Q3: 2,787 shares; 2025Q4: 2,654 shares; 2026Q1: 2,578 shares; 2026Q2: 2,637 shares 2,637 $500K 0.17% +59 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: 3,525 shares; 2024Q4: 3,304 shares; 2025Q1: 3,871 shares; 2025Q2: 3,255 shares; 2025Q3: 3,290 shares; 2025Q4: 3,268 shares; 2026Q1: 3,185 shares; 2026Q2: 3,165 shares 3,165 $496K 0.16% -20 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: 8,459 shares; 2024Q4: 8,685 shares; 2025Q1: 12,255 shares; 2025Q2: 8,404 shares; 2025Q3: 8,519 shares; 2025Q4: 8,669 shares; 2026Q1: 8,683 shares; 2026Q2: 8,652 shares 8,652 $493K 0.16% -31 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,514 shares; 2025Q1: 37,440 shares; 2025Q2: 34,165 shares; 2025Q3: 34,343 shares; 2025Q4: 35,068 shares; 2026Q1: 35,094 shares; 2026Q2: 35,204 shares 35,204 $486K 0.16% +110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,210 shares; 2026Q1: 13,496 shares; 2026Q2: 13,805 shares 13,805 $481K 0.16% +309 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,142 shares; 2026Q1: 2,923 shares; 2026Q2: 3,360 shares 3,360 $478K 0.16% +437 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 reported; 2024Q4: 3,396 shares; 2025Q1: 5,420 shares; 2025Q2: 3,270 shares; 2025Q3: 3,374 shares; 2025Q4: 3,205 shares; 2026Q1: 3,862 shares; 2026Q2: 4,016 shares 4,016 $472K 0.16% +154 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,975 shares; 2024Q4: 4,895 shares; 2025Q1: 4,781 shares; 2025Q2: 5,669 shares; 2025Q3: 5,702 shares; 2025Q4: 5,722 shares; 2026Q1: 5,548 shares; 2026Q2: 5,650 shares 5,650 $467K 0.16% +102 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,908 shares; 2025Q1: 17,806 shares; 2025Q2: 17,828 shares; 2025Q3: 17,852 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,559 shares 18,559 $464K 0.15% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,641 shares; 2026Q1: 8,641 shares; 2026Q2: 9,121 shares 9,121 $461K 0.15% +480 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,134 shares; 2026Q1: 5,134 shares; 2026Q2: 5,134 shares 5,134 $451K 0.15% 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 reported; 2024Q4: not reported; 2025Q1: 3,508 shares; 2025Q2: 3,638 shares; 2025Q3: 3,695 shares; 2025Q4: 3,663 shares; 2026Q1: 3,778 shares; 2026Q2: 3,794 shares 3,794 $443K 0.15% +16 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: 3,115 shares 3,115 $435K 0.14% new 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: not reported; 2024Q4: 4,479 shares; 2025Q1: 4,657 shares; 2025Q2: 4,797 shares; 2025Q3: 4,979 shares; 2025Q4: 4,298 shares; 2026Q1: 4,664 shares; 2026Q2: 4,744 shares 4,744 $435K 0.14% +80 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: 12,383 shares; 2024Q4: 5,382 shares; 2025Q1: 4,468 shares; 2025Q2: 4,318 shares; 2025Q3: 3,473 shares; 2025Q4: 3,195 shares; 2026Q1: 2,932 shares; 2026Q2: 2,880 shares 2,880 $427K 0.14% -52 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,103 shares; 2024Q4: not reported; 2025Q1: 4,748 shares; 2025Q2: 4,885 shares; 2025Q3: 4,862 shares; 2025Q4: 4,877 shares; 2026Q1: 5,078 shares; 2026Q2: 5,125 shares 5,125 $427K 0.14% +47 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356 shares; 2024Q4: 1,369 shares; 2025Q1: 1,797 shares; 2025Q2: 1,308 shares; 2025Q3: 1,371 shares; 2025Q4: 1,229 shares; 2026Q1: 1,337 shares; 2026Q2: 1,408 shares 1,408 $420K 0.14% +71 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: 2,115 shares; 2024Q4: 2,369 shares; 2025Q1: 2,518 shares; 2025Q2: 2,560 shares; 2025Q3: 2,529 shares; 2025Q4: 2,507 shares; 2026Q1: 2,548 shares; 2026Q2: 2,656 shares 2,656 $402K 0.13% +108 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 92 shares; 2025Q1: 86 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 94 shares; 2026Q1: 85 shares; 2026Q2: 2,235 shares 2,235 $398K 0.13% +2,150 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,453 shares; 2026Q1: 4,888 shares; 2026Q2: 5,378 shares 5,378 $374K 0.12% +490 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,782 shares; 2024Q4: 7,854 shares; 2025Q1: 8,590 shares; 2025Q2: 6,761 shares; 2025Q3: 6,801 shares; 2025Q4: 7,578 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $372K 0.12% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,716 shares; 2026Q2: 3,990 shares 3,990 $361K 0.12% +274 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,319 shares; 2026Q2: 4,883 shares 4,883 $355K 0.12% +564 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: 1,025 shares; 2024Q4: 1,008 shares; 2025Q1: 1,050 shares; 2025Q2: 824 shares; 2025Q3: 721 shares; 2025Q4: 880 shares; 2026Q1: not reported; 2026Q2: 844 shares 844 $351K 0.12% new 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: 3,364 shares; 2024Q4: 3,236 shares; 2025Q1: 2,893 shares; 2025Q2: not reported; 2025Q3: 2,535 shares; 2025Q4: 2,608 shares; 2026Q1: 2,683 shares; 2026Q2: 2,711 shares 2,711 $348K 0.12% +28 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 488 shares; 2025Q4: 508 shares; 2026Q1: not reported; 2026Q2: 456 shares 456 $348K 0.12% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,533 shares; 2024Q4: 11,793 shares; 2025Q1: 11,439 shares; 2025Q2: 11,594 shares; 2025Q3: 11,605 shares; 2025Q4: 11,687 shares; 2026Q1: 10,881 shares; 2026Q2: 10,881 shares 10,881 $341K 0.11% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 5,203 shares; 2026Q1: 4,570 shares; 2026Q2: 5,645 shares 5,645 $339K 0.11% +1,075 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,080 shares; 2024Q4: 4,142 shares; 2025Q1: 3,296 shares; 2025Q2: 3,296 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares; 2026Q1: 3,296 shares; 2026Q2: 3,187 shares 3,187 $339K 0.11% -109 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: 807 shares; 2024Q4: not reported; 2025Q1: 735 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares; 2026Q1: 874 shares; 2026Q2: 926 shares 926 $335K 0.11% +52 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,695 shares; 2024Q4: 4,469 shares; 2025Q1: 4,468 shares; 2025Q2: 4,517 shares; 2025Q3: 4,335 shares; 2025Q4: 4,313 shares; 2026Q1: 4,340 shares; 2026Q2: 4,313 shares 4,313 $334K 0.11% -27 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,096 shares; 2024Q4: 2,096 shares; 2025Q1: 2,096 shares; 2025Q2: 2,096 shares; 2025Q3: 2,096 shares; 2025Q4: 2,096 shares; 2026Q1: 2,096 shares; 2026Q2: 2,096 shares 2,096 $329K 0.11% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,782 shares; 2025Q1: 2,101 shares; 2025Q2: 2,135 shares; 2025Q3: 2,140 shares; 2025Q4: 1,772 shares; 2026Q1: 1,805 shares; 2026Q2: 1,793 shares 1,793 $324K 0.11% -12 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: not reported; 2025Q3: 2,264 shares; 2025Q4: 2,289 shares; 2026Q1: 2,289 shares; 2026Q2: 2,308 shares 2,308 $323K 0.11% +19 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: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 839 shares; 2026Q2: 3,702 shares 3,702 $319K 0.11% +2,863 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: 136 shares 136 $309K 0.1% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $309K 0.1% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,714 shares; 2025Q1: 12,714 shares; 2025Q2: 12,209 shares; 2025Q3: 12,263 shares; 2025Q4: 12,138 shares; 2026Q1: 12,307 shares; 2026Q2: 12,307 shares 12,307 $308K 0.1% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 708 shares; 2024Q4: 733 shares; 2025Q1: 784 shares; 2025Q2: 729 shares; 2025Q3: 699 shares; 2025Q4: 685 shares; 2026Q1: 689 shares; 2026Q2: 772 shares 772 $307K 0.1% +83 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 reported; 2024Q4: 949 shares; 2025Q1: 978 shares; 2025Q2: 1,044 shares; 2025Q3: 1,049 shares; 2025Q4: 1,053 shares; 2026Q1: 1,051 shares; 2026Q2: 1,087 shares 1,087 $306K 0.1% +36 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,374 shares; 2026Q1: 1,374 shares; 2026Q2: 1,374 shares 1,374 $304K 0.1% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,239 shares; 2026Q1: 2,297 shares; 2026Q2: 2,181 shares 2,181 $300K 0.1% -116 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $298K 0.1% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 4,800 shares; 2025Q4: 4,750 shares; 2026Q1: 4,758 shares; 2026Q2: 4,775 shares 4,775 $295K 0.1% +17 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: 2,064 shares; 2024Q4: 2,047 shares; 2025Q1: 2,171 shares; 2025Q2: 2,324 shares; 2025Q3: 2,822 shares; 2025Q4: 3,087 shares; 2026Q1: 1,941 shares; 2026Q2: 1,991 shares 1,991 $292K 0.1% +50 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,061 shares; 2024Q4: 7,151 shares; 2025Q1: 4,989 shares; 2025Q2: 5,963 shares; 2025Q3: 5,645 shares; 2025Q4: 5,645 shares; 2026Q1: 5,336 shares; 2026Q2: 5,336 shares 5,336 $292K 0.1% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,942 shares; 2024Q4: 1,943 shares; 2025Q1: 2,011 shares; 2025Q2: 1,793 shares; 2025Q3: 1,709 shares; 2025Q4: 1,736 shares; 2026Q1: 1,756 shares; 2026Q2: 1,720 shares 1,720 $290K 0.1% -36 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: 625 shares; 2024Q4: 572 shares; 2025Q1: 619 shares; 2025Q2: not reported; 2025Q3: 515 shares; 2025Q4: 550 shares; 2026Q1: 602 shares; 2026Q2: 576 shares 576 $289K 0.1% -26 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,576 shares; 2024Q4: 13,662 shares; 2025Q1: 14,266 shares; 2025Q2: 14,930 shares; 2025Q3: 14,974 shares; 2025Q4: 14,870 shares; 2026Q1: 13,758 shares; 2026Q2: 14,178 shares 14,178 $284K 0.09% +420 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,465 shares 1,465 $279K 0.09% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,551 shares; 2025Q4: 1,540 shares; 2026Q1: not reported; 2026Q2: 1,620 shares 1,620 $275K 0.09% new Timeline ESGE ISHARES INC More: the full row for ISHARES 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: 5,400 shares; 2026Q1: 5,236 shares; 2026Q2: 4,915 shares 4,915 $269K 0.09% -321 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,518 shares; 2025Q4: not reported; 2026Q1: 1,535 shares; 2026Q2: 1,565 shares 1,565 $265K 0.09% +30 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,067 shares; 2025Q3: 8,143 shares; 2025Q4: 8,155 shares; 2026Q1: 8,139 shares; 2026Q2: 7,836 shares 7,836 $265K 0.09% -303 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,724 shares; 2025Q2: 2,841 shares; 2025Q3: 2,886 shares; 2025Q4: 3,032 shares; 2026Q1: 2,888 shares; 2026Q2: 2,809 shares 2,809 $259K 0.09% -79 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 673 shares; 2024Q4: 751 shares; 2025Q1: 702 shares; 2025Q2: 655 shares; 2025Q3: 674 shares; 2025Q4: 633 shares; 2026Q1: 707 shares; 2026Q2: 635 shares 635 $258K 0.09% -72 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: 9,856 shares; 2024Q4: 10,610 shares; 2025Q1: 11,088 shares; 2025Q2: 11,267 shares; 2025Q3: 11,352 shares; 2025Q4: 10,386 shares; 2026Q1: 10,529 shares; 2026Q2: 12,352 shares 12,352 $256K 0.09% +1,823 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,728 shares; 2026Q1: 1,736 shares; 2026Q2: 1,752 shares 1,752 $253K 0.08% +16 Timeline VALE VALE S A More: the full row for VALE S A 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: 14,630 shares; 2026Q1: 16,863 shares; 2026Q2: 16,793 shares 16,793 $253K 0.08% -70 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 740 shares 740 $253K 0.08% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,552 shares; 2024Q4: 8,000 shares; 2025Q1: 8,954 shares; 2025Q2: 7,601 shares; 2025Q3: 6,786 shares; 2025Q4: 5,950 shares; 2026Q1: not reported; 2026Q2: 5,265 shares 5,265 $252K 0.08% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,566 shares; 2024Q4: 2,665 shares; 2025Q1: 2,653 shares; 2025Q2: 2,116 shares; 2025Q3: 2,127 shares; 2025Q4: 2,083 shares; 2026Q1: 1,573 shares; 2026Q2: 1,623 shares 1,623 $250K 0.08% +50 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,146 shares; 2025Q3: 1,190 shares; 2025Q4: 1,061 shares; 2026Q1: 1,095 shares; 2026Q2: 1,153 shares 1,153 $250K 0.08% +58 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: 2,861 shares; 2024Q4: not reported; 2025Q1: 3,966 shares; 2025Q2: not reported; 2025Q3: 2,676 shares; 2025Q4: 2,650 shares; 2026Q1: 2,866 shares; 2026Q2: 2,843 shares 2,843 $250K 0.08% -23 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 1,237 shares; 2026Q1: not reported; 2026Q2: 1,192 shares 1,192 $247K 0.08% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,432 shares; 2024Q4: 2,529 shares; 2025Q1: 3,784 shares; 2025Q2: 2,964 shares; 2025Q3: 2,765 shares; 2025Q4: 2,811 shares; 2026Q1: 2,601 shares; 2026Q2: 2,569 shares 2,569 $247K 0.08% -32 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: not reported; 2026Q2: 725 shares 725 $243K 0.08% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 2,297 shares; 2025Q1: 1,907 shares; 2025Q2: 2,021 shares; 2025Q3: 1,922 shares; 2025Q4: 1,824 shares; 2026Q1: 1,660 shares; 2026Q2: 1,520 shares 1,520 $238K 0.08% -140 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 779 shares; 2024Q4: 821 shares; 2025Q1: 822 shares; 2025Q2: 804 shares; 2025Q3: 807 shares; 2025Q4: 762 shares; 2026Q1: 763 shares; 2026Q2: 753 shares 753 $237K 0.08% -10 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,515 shares; 2025Q4: 7,478 shares; 2026Q1: 2,134 shares; 2026Q2: 2,133 shares 2,133 $235K 0.08% -1 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,311 shares; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: not reported; 2025Q3: 2,179 shares; 2025Q4: 2,190 shares; 2026Q1: 2,184 shares; 2026Q2: 2,191 shares 2,191 $234K 0.08% +7 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 589 shares 589 $234K 0.08% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 539 shares 539 $233K 0.08% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,861 shares; 2024Q4: not reported; 2025Q1: 3,446 shares; 2025Q2: 3,731 shares; 2025Q3: 3,663 shares; 2025Q4: 3,587 shares; 2026Q1: 3,385 shares; 2026Q2: 3,206 shares 3,206 $231K 0.08% -179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,340 shares; 2026Q1: 8,340 shares; 2026Q2: 8,340 shares 8,340 $231K 0.08% 0 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 reported; 2024Q4: not reported; 2025Q1: 2,538 shares; 2025Q2: 2,489 shares; 2025Q3: 2,574 shares; 2025Q4: 2,365 shares; 2026Q1: 2,335 shares; 2026Q2: 2,404 shares 2,404 $230K 0.08% +69 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 540 shares 540 $230K 0.08% new Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU 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: 1,324 shares 1,324 $229K 0.08% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 202 shares 202 $228K 0.08% new Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,487 shares 6,487 $228K 0.08% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,849 shares; 2026Q1: 1,612 shares; 2026Q2: 1,618 shares 1,618 $221K 0.07% +6 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 851 shares; 2026Q2: 856 shares 856 $219K 0.07% +5 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,645 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,597 shares; 2026Q1: 1,584 shares; 2026Q2: 1,609 shares 1,609 $218K 0.07% +25 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 109 shares 109 $216K 0.07% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: 621 shares; 2026Q1: not reported; 2026Q2: 631 shares 631 $213K 0.07% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 855 shares 855 $210K 0.07% new Timeline E ENI SPA More: the full row for ENI SPA 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: 4,485 shares; 2026Q2: 4,485 shares 4,485 $210K 0.07% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 908 shares; 2025Q4: 912 shares; 2026Q1: 879 shares; 2026Q2: 879 shares 879 $209K 0.07% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 994 shares 994 $208K 0.07% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 288 shares 288 $207K 0.07% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares; 2026Q2: 1,638 shares 1,638 $207K 0.07% -2 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,645 shares; 2025Q4: not reported; 2026Q1: 1,622 shares; 2026Q2: 1,628 shares 1,628 $206K 0.07% +6 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 604 shares 604 $206K 0.07% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 904 shares 904 $205K 0.07% 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: 5,389 shares; 2024Q4: 6,235 shares; 2025Q1: 7,124 shares; 2025Q2: 6,004 shares; 2025Q3: 6,241 shares; 2025Q4: 5,646 shares; 2026Q1: 4,693 shares; 2026Q2: 4,818 shares 4,818 $204K 0.07% +125 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,335 shares 3,335 $201K 0.07% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 404 shares 404 $201K 0.07% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP 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: 10,122 shares; 2026Q1: 10,489 shares; 2026Q2: 10,489 shares 10,489 $185K 0.06% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,901 shares; 2025Q1: 27,901 shares; 2025Q2: 26,022 shares; 2025Q3: 26,211 shares; 2025Q4: 26,401 shares; 2026Q1: 26,401 shares; 2026Q2: 26,401 shares 26,401 $154K 0.05% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,421 shares; 2025Q1: 13,421 shares; 2025Q2: 13,832 shares; 2025Q3: 13,995 shares; 2025Q4: 14,641 shares; 2026Q1: 14,641 shares; 2026Q2: 14,797 shares 14,797 $142K 0.05% +156 Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA 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: 10,437 shares; 2026Q2: 10,459 shares 10,459 $110K 0.04% +22 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,423 shares; 2025Q1: 21,333 shares; 2025Q2: 28,341 shares; 2025Q3: 29,210 shares; 2025Q4: not reported; 2026Q1: 30,839 shares; 2026Q2: 30,762 shares 30,762 $107K 0.04% -77 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,754 shares; 2024Q4: 12,384 shares; 2025Q1: 10,456 shares; 2025Q2: 17,324 shares; 2025Q3: 14,382 shares; 2025Q4: 13,880 shares; 2026Q1: 16,755 shares; 2026Q2: 17,268 shares 17,268 $54.2K 0.02% +513 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,725 shares; 2024Q4: 12,725 shares; 2025Q1: 12,725 shares; 2025Q2: 12,725 shares; 2025Q3: 12,725 shares; 2025Q4: 12,725 shares; 2026Q1: 12,725 shares; 2026Q2: 13,447 shares 13,447 $28.2K 0.01% +722 Timeline