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: 17,198 shares; 2024Q4: 16,673 shares; 2025Q1: 16,491 shares; 2025Q2: 15,856 shares; 2025Q3: 15,633 shares; 2025Q4: 15,096 shares; 2026Q1: 14,980 shares; 2026Q2: 14,980 shares 14,980 $10.3M 4.62% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,098 shares; 2024Q4: 19,097 shares; 2025Q1: 18,987 shares; 2025Q2: 19,159 shares; 2025Q3: 18,923 shares; 2025Q4: 18,864 shares; 2026Q1: 18,771 shares; 2026Q2: 18,846 shares 18,846 $9.84M 4.43% +75 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,509 shares; 2024Q4: 24,946 shares; 2025Q1: 24,919 shares; 2025Q2: 24,188 shares; 2025Q3: 24,183 shares; 2025Q4: 23,960 shares; 2026Q1: 23,716 shares; 2026Q2: 23,378 shares 23,378 $9.57M 4.3% -338 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: 99,178 shares; 2024Q4: 98,149 shares; 2025Q1: 97,318 shares; 2025Q2: 98,019 shares; 2025Q3: 99,400 shares; 2025Q4: 114,499 shares; 2026Q1: 114,370 shares; 2026Q2: 116,136 shares 116,136 $9.29M 4.17% +1,766 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: 74,679 shares; 2024Q4: 224,424 shares; 2025Q1: 248,743 shares; 2025Q2: 248,853 shares; 2025Q3: 251,028 shares; 2025Q4: 258,144 shares; 2026Q1: 258,144 shares; 2026Q2: 264,504 shares 264,504 $8.39M 3.77% +6,360 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: 135,450 shares; 2024Q4: 263,980 shares; 2025Q1: 262,170 shares; 2025Q2: 274,265 shares; 2025Q3: 276,145 shares; 2025Q4: 279,345 shares; 2026Q1: 280,131 shares; 2026Q2: 293,456 shares 293,456 $8.13M 3.65% +13,325 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,987 shares; 2024Q4: 2,940 shares; 2025Q1: 2,880 shares; 2025Q2: 3,046 shares; 2025Q3: 3,301 shares; 2025Q4: 3,371 shares; 2026Q1: 8,771 shares; 2026Q2: 8,650 shares 8,650 $5.54M 2.49% -121 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: 6,917 shares; 2024Q4: 7,252 shares; 2025Q1: 7,216 shares; 2025Q2: 7,384 shares; 2025Q3: 7,408 shares; 2025Q4: 7,378 shares; 2026Q1: 7,345 shares; 2026Q2: 7,285 shares 7,285 $5.36M 2.41% -60 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,911 shares; 2024Q4: 7,066 shares; 2025Q1: 4,352 shares; 2025Q2: 4,479 shares; 2025Q3: 4,737 shares; 2025Q4: 6,216 shares; 2026Q1: 6,121 shares; 2026Q2: 6,130 shares 6,130 $4.59M 2.06% +9 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,046 shares; 2024Q4: 19,692 shares; 2025Q1: 19,716 shares; 2025Q2: 19,498 shares; 2025Q3: 19,841 shares; 2025Q4: 17,900 shares; 2026Q1: 17,649 shares; 2026Q2: 16,835 shares 16,835 $4.08M 1.83% -814 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,530 shares; 2025Q1: 22,530 shares; 2025Q2: 22,534 shares; 2025Q3: 22,530 shares; 2025Q4: 22,530 shares; 2026Q1: 22,530 shares; 2026Q2: 22,530 shares 22,530 $3.83M 1.72% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,956 shares; 2024Q4: 15,232 shares; 2025Q1: 15,233 shares; 2025Q2: 15,233 shares; 2025Q3: 15,234 shares; 2025Q4: 15,099 shares; 2026Q1: 15,100 shares; 2026Q2: 15,101 shares 15,101 $3.59M 1.62% +1 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: 10,183 shares; 2024Q4: 10,404 shares; 2025Q1: 10,330 shares; 2025Q2: 10,332 shares; 2025Q3: 10,533 shares; 2025Q4: 10,383 shares; 2026Q1: 9,484 shares; 2026Q2: 9,784 shares 9,784 $3.54M 1.59% +300 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,927 shares; 2024Q4: 18,561 shares; 2025Q1: 18,767 shares; 2025Q2: 18,351 shares; 2025Q3: 18,543 shares; 2025Q4: 19,364 shares; 2026Q1: 19,210 shares; 2026Q2: 19,421 shares 19,421 $3.24M 1.45% +211 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,073 shares; 2024Q4: 18,685 shares; 2025Q1: 18,851 shares; 2025Q2: 18,426 shares; 2025Q3: 18,844 shares; 2025Q4: 19,012 shares; 2026Q1: 18,835 shares; 2026Q2: 18,208 shares 18,208 $3.19M 1.43% -627 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: 10,172 shares; 2024Q4: 11,765 shares; 2025Q1: 11,195 shares; 2025Q2: 10,468 shares; 2025Q3: 10,464 shares; 2025Q4: 10,630 shares; 2026Q1: 10,691 shares; 2026Q2: 10,552 shares 10,552 $3.05M 1.37% -139 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: 4,824 shares; 2024Q4: 4,963 shares; 2025Q1: 4,528 shares; 2025Q2: 4,018 shares; 2025Q3: 4,008 shares; 2025Q4: 4,008 shares; 2026Q1: 4,047 shares; 2026Q2: 3,787 shares 3,787 $2.83M 1.27% -260 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,854 shares; 2024Q4: 15,532 shares; 2025Q1: 14,802 shares; 2025Q2: 14,863 shares; 2025Q3: 15,148 shares; 2025Q4: 14,623 shares; 2026Q1: 14,523 shares; 2026Q2: 14,133 shares 14,133 $2.83M 1.27% -390 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: 10,233 shares; 2024Q4: 11,718 shares; 2025Q1: 11,800 shares; 2025Q2: 12,369 shares; 2025Q3: 12,606 shares; 2025Q4: 12,791 shares; 2026Q1: 12,945 shares; 2026Q2: 13,105 shares 13,105 $2.79M 1.25% +160 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: 2,184 shares; 2024Q4: 2,878 shares; 2025Q1: 2,853 shares; 2025Q2: 2,845 shares; 2025Q3: 2,796 shares; 2025Q4: 2,752 shares; 2026Q1: 2,727 shares; 2026Q2: 2,618 shares 2,618 $2.79M 1.25% -109 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: 8,987 shares; 2024Q4: 7,693 shares; 2025Q1: 6,828 shares; 2025Q2: 6,529 shares; 2025Q3: 6,429 shares; 2025Q4: 5,856 shares; 2026Q1: 18,881 shares; 2026Q2: 19,008 shares 19,008 $2.79M 1.25% +127 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,396 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,469 shares; 2025Q3: 24,594 shares; 2025Q4: 24,946 shares; 2026Q1: 25,231 shares; 2026Q2: 25,955 shares 25,955 $2.7M 1.21% +724 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: 7,339 shares; 2024Q4: 8,109 shares; 2025Q1: 8,163 shares; 2025Q2: 8,244 shares; 2025Q3: 8,157 shares; 2025Q4: 8,123 shares; 2026Q1: 8,130 shares; 2026Q2: 8,097 shares 8,097 $2.65M 1.19% -33 Timeline IDGT 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: 21,929 shares 21,929 $2.63M 1.18% new 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: 8,373 shares; 2024Q4: 8,473 shares; 2025Q1: 8,098 shares; 2025Q2: 9,308 shares; 2025Q3: 8,308 shares; 2025Q4: 7,158 shares; 2026Q1: 7,108 shares; 2026Q2: 7,182 shares 7,182 $2.54M 1.14% +74 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: 11,272 shares; 2024Q4: 10,460 shares; 2025Q1: 10,444 shares; 2025Q2: 10,319 shares; 2025Q3: 10,299 shares; 2025Q4: 10,354 shares; 2026Q1: 10,270 shares; 2026Q2: 10,210 shares 10,210 $2.42M 1.09% -60 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,647 shares; 2024Q4: 4,703 shares; 2025Q1: 4,704 shares; 2025Q2: 4,706 shares; 2025Q3: 4,708 shares; 2025Q4: 4,709 shares; 2026Q1: 4,795 shares; 2026Q2: 26,042 shares 26,042 $2.36M 1.06% +21,247 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,130 shares; 2025Q2: 11,915 shares; 2025Q3: 11,915 shares; 2025Q4: 11,915 shares; 2026Q1: 11,915 shares; 2026Q2: 11,880 shares 11,880 $2.08M 0.94% -35 Timeline IEZ 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: 79,410 shares; 2026Q2: 77,051 shares 77,051 $2.07M 0.93% -2,359 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,350 shares; 2025Q2: 15,595 shares; 2025Q3: 15,595 shares; 2025Q4: 16,640 shares; 2026Q1: 16,640 shares; 2026Q2: 16,740 shares 16,740 $2M 0.9% +100 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,930 shares; 2024Q4: 8,557 shares; 2025Q1: 8,557 shares; 2025Q2: 8,233 shares; 2025Q3: 8,325 shares; 2025Q4: 8,566 shares; 2026Q1: 8,603 shares; 2026Q2: 8,763 shares 8,763 $1.93M 0.87% +160 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: 20,615 shares; 2024Q4: 21,992 shares; 2025Q1: 21,934 shares; 2025Q2: 22,202 shares; 2025Q3: 22,209 shares; 2025Q4: 18,181 shares; 2026Q1: 18,187 shares; 2026Q2: 15,582 shares 15,582 $1.83M 0.82% -2,605 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,234 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,683 shares; 2026Q1: 6,646 shares; 2026Q2: 6,295 shares 6,295 $1.79M 0.81% -351 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: 4,119 shares; 2024Q4: 5,060 shares; 2025Q1: 5,062 shares; 2025Q2: 4,985 shares; 2025Q3: 4,817 shares; 2025Q4: 4,803 shares; 2026Q1: 4,819 shares; 2026Q2: 4,778 shares 4,778 $1.78M 0.8% -41 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,030 shares 10,030 $1.77M 0.79% new 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: 11,439 shares; 2024Q4: 11,953 shares; 2025Q1: 12,052 shares; 2025Q2: 10,050 shares; 2025Q3: 10,422 shares; 2025Q4: 11,438 shares; 2026Q1: 11,344 shares; 2026Q2: 11,556 shares 11,556 $1.71M 0.77% +212 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,556 shares; 2024Q4: 5,556 shares; 2025Q1: 5,556 shares; 2025Q2: 5,556 shares; 2025Q3: 5,556 shares; 2025Q4: 5,530 shares; 2026Q1: 5,530 shares; 2026Q2: 5,530 shares 5,530 $1.62M 0.73% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,477 shares; 2024Q4: 6,436 shares; 2025Q1: 6,583 shares; 2025Q2: 5,655 shares; 2025Q3: 5,669 shares; 2025Q4: 5,672 shares; 2026Q1: 5,725 shares; 2026Q2: 6,087 shares 6,087 $1.55M 0.69% +362 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: 7,925 shares; 2024Q4: 10,822 shares; 2025Q1: 10,792 shares; 2025Q2: 10,792 shares; 2025Q3: 10,467 shares; 2025Q4: 10,402 shares; 2026Q1: 10,481 shares; 2026Q2: 10,469 shares 10,469 $1.54M 0.69% -12 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,706 shares; 2024Q4: 55,521 shares; 2025Q1: 53,586 shares; 2025Q2: 49,456 shares; 2025Q3: 49,201 shares; 2025Q4: 49,966 shares; 2026Q1: 49,456 shares; 2026Q2: 50,176 shares 50,176 $1.53M 0.69% +720 Timeline PGX 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: 164,065 shares; 2024Q4: 156,095 shares; 2025Q1: 152,370 shares; 2025Q2: 119,370 shares; 2025Q3: 118,725 shares; 2025Q4: 128,005 shares; 2026Q1: 129,505 shares; 2026Q2: 138,765 shares 138,765 $1.5M 0.68% +9,260 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: 17,778 shares; 2024Q4: 18,388 shares; 2025Q1: 18,403 shares; 2025Q2: 17,550 shares; 2025Q3: 18,150 shares; 2025Q4: 19,409 shares; 2026Q1: 19,820 shares; 2026Q2: 19,467 shares 19,467 $1.5M 0.67% -353 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: 8,090 shares; 2024Q4: 8,090 shares; 2025Q1: 9,210 shares; 2025Q2: 9,880 shares; 2025Q3: 10,005 shares; 2025Q4: 10,070 shares; 2026Q1: 10,070 shares; 2026Q2: 9,530 shares 9,530 $1.5M 0.67% -540 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: 3,050 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares; 2026Q1: 3,075 shares; 2026Q2: 3,101 shares 3,101 $1.48M 0.67% +26 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,140 shares; 2024Q4: 28,821 shares; 2025Q1: 28,961 shares; 2025Q2: 28,661 shares; 2025Q3: 28,301 shares; 2025Q4: 15,140 shares; 2026Q1: 58,445 shares; 2026Q2: 58,600 shares 58,600 $1.44M 0.65% +155 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: 9,396 shares; 2024Q4: 9,606 shares; 2025Q1: 9,615 shares; 2025Q2: 9,300 shares; 2025Q3: 9,289 shares; 2025Q4: 10,507 shares; 2026Q1: 10,463 shares; 2026Q2: 10,468 shares 10,468 $1.43M 0.64% +5 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,782 shares; 2024Q4: 2,947 shares; 2025Q1: 2,947 shares; 2025Q2: 2,890 shares; 2025Q3: 2,890 shares; 2025Q4: 7,387 shares; 2026Q1: 7,487 shares; 2026Q2: 7,487 shares 7,487 $1.42M 0.64% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,862 shares 27,862 $1.41M 0.63% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 4,200 shares 4,200 $1.39M 0.62% 0 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: 3,334 shares; 2024Q4: 4,038 shares; 2025Q1: 4,060 shares; 2025Q2: 4,097 shares; 2025Q3: 4,066 shares; 2025Q4: 4,046 shares; 2026Q1: 4,046 shares; 2026Q2: 4,021 shares 4,021 $1.38M 0.62% -25 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: 15,399 shares; 2024Q4: 14,566 shares; 2025Q1: 14,567 shares; 2025Q2: 14,357 shares; 2025Q3: 14,838 shares; 2025Q4: 16,248 shares; 2026Q1: 16,129 shares; 2026Q2: 16,476 shares 16,476 $1.36M 0.61% +347 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,700 shares; 2026Q1: 9,385 shares; 2026Q2: 10,360 shares 10,360 $1.29M 0.58% +975 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,723 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,642 shares; 2026Q1: 33,202 shares; 2026Q2: 23,928 shares 23,928 $1.28M 0.58% -9,274 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: 452 shares; 2024Q4: 1,086 shares; 2025Q1: 1,087 shares; 2025Q2: 1,079 shares; 2025Q3: 1,084 shares; 2025Q4: 1,030 shares; 2026Q1: 1,035 shares; 2026Q2: 1,047 shares 1,047 $1.26M 0.56% +12 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: 3,863 shares; 2024Q4: 4,753 shares; 2025Q1: 4,829 shares; 2025Q2: 4,834 shares; 2025Q3: 4,874 shares; 2025Q4: 5,004 shares; 2026Q1: 5,004 shares; 2026Q2: 5,004 shares 5,004 $1.19M 0.54% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,264 shares; 2024Q4: 20,246 shares; 2025Q1: 20,040 shares; 2025Q2: 20,073 shares; 2025Q3: 20,205 shares; 2025Q4: 20,933 shares; 2026Q1: 20,902 shares; 2026Q2: 20,848 shares 20,848 $1.19M 0.53% -54 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: 12,319 shares; 2024Q4: 12,021 shares; 2025Q1: 12,021 shares; 2025Q2: 11,836 shares; 2025Q3: 12,361 shares; 2025Q4: 13,400 shares; 2026Q1: 13,320 shares; 2026Q2: 13,127 shares 13,127 $1.17M 0.53% -193 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,935 shares; 2024Q4: 8,472 shares; 2025Q1: 8,472 shares; 2025Q2: 8,472 shares; 2025Q3: 8,472 shares; 2025Q4: 8,302 shares; 2026Q1: 8,242 shares; 2026Q2: 9,342 shares 9,342 $1.1M 0.49% +1,100 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: 15,362 shares; 2025Q2: 15,496 shares; 2025Q3: 14,786 shares; 2025Q4: 15,535 shares; 2026Q1: 16,138 shares; 2026Q2: 15,341 shares 15,341 $1.09M 0.49% -797 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,140 shares; 2024Q4: 2,165 shares; 2025Q1: 2,165 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares 2,140 $1.09M 0.49% 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: 2,535 shares; 2024Q4: 3,128 shares; 2025Q1: 3,159 shares; 2025Q2: 3,142 shares; 2025Q3: 3,101 shares; 2025Q4: 3,067 shares; 2026Q1: 3,068 shares; 2026Q2: 2,972 shares 2,972 $1.05M 0.47% -96 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: 2,253 shares; 2024Q4: 4,025 shares; 2025Q1: 4,026 shares; 2025Q2: 3,968 shares; 2025Q3: 4,075 shares; 2025Q4: 4,101 shares; 2026Q1: 4,102 shares; 2026Q2: 4,146 shares 4,146 $1.04M 0.47% +44 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,374 shares; 2025Q3: 10,091 shares; 2025Q4: 10,753 shares; 2026Q1: 10,858 shares; 2026Q2: 10,481 shares 10,481 $1.03M 0.46% -377 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD 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: 14,783 shares; 2026Q2: 22,111 shares 22,111 $1.01M 0.45% +7,328 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: 8,280 shares; 2024Q4: 9,041 shares; 2025Q1: 9,044 shares; 2025Q2: 9,041 shares; 2025Q3: 9,693 shares; 2025Q4: 11,648 shares; 2026Q1: 11,900 shares; 2026Q2: 11,902 shares 11,902 $984K 0.44% +2 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: 6,242 shares; 2024Q4: 8,072 shares; 2025Q1: 8,075 shares; 2025Q2: 8,186 shares; 2025Q3: 8,139 shares; 2025Q4: 8,034 shares; 2026Q1: 8,036 shares; 2026Q2: 8,486 shares 8,486 $961K 0.43% +450 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: 5,049 shares; 2024Q4: 5,065 shares; 2025Q1: 5,100 shares; 2025Q2: 4,447 shares; 2025Q3: 4,394 shares; 2025Q4: 4,538 shares; 2026Q1: 4,400 shares; 2026Q2: 3,665 shares 3,665 $937K 0.42% -735 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: 1,305 shares; 2024Q4: 2,190 shares; 2025Q1: 2,191 shares; 2025Q2: 2,197 shares; 2025Q3: 2,342 shares; 2025Q4: 2,367 shares; 2026Q1: 2,340 shares; 2026Q2: 2,585 shares 2,585 $924K 0.42% +245 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,895 shares; 2024Q4: 4,242 shares; 2025Q1: 4,290 shares; 2025Q2: 4,115 shares; 2025Q3: 4,314 shares; 2025Q4: 4,708 shares; 2026Q1: 4,905 shares; 2026Q2: 4,689 shares 4,689 $918K 0.41% -216 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,641 shares; 2024Q4: 6,179 shares; 2025Q1: 6,834 shares; 2025Q2: 6,860 shares; 2025Q3: 6,861 shares; 2025Q4: 6,861 shares; 2026Q1: 6,762 shares; 2026Q2: 6,769 shares 6,769 $917K 0.41% +7 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,498 shares; 2024Q4: 23,919 shares; 2025Q1: 24,043 shares; 2025Q2: 24,163 shares; 2025Q3: 24,280 shares; 2025Q4: 25,711 shares; 2026Q1: 26,435 shares; 2026Q2: 49,937 shares 49,937 $893K 0.4% +23,502 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: 4,243 shares; 2024Q4: 5,265 shares; 2025Q1: 5,275 shares; 2025Q2: 5,177 shares; 2025Q3: 5,184 shares; 2025Q4: 5,291 shares; 2026Q1: 5,297 shares; 2026Q2: 5,357 shares 5,357 $888K 0.4% +60 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,199 shares; 2025Q1: 3,201 shares; 2025Q2: 3,201 shares; 2025Q3: 3,202 shares; 2025Q4: 2,957 shares; 2026Q1: 2,957 shares; 2026Q2: 2,957 shares 2,957 $881K 0.4% 0 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,500 shares; 2024Q4: 8,429 shares; 2025Q1: 8,355 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,730 shares 25,730 $860K 0.39% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,387 shares; 2026Q2: 2,377 shares 2,377 $857K 0.39% -10 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,456 shares; 2024Q4: 9,333 shares; 2025Q1: 10,514 shares; 2025Q2: 12,399 shares; 2025Q3: 13,209 shares; 2025Q4: 17,890 shares; 2026Q1: 18,448 shares; 2026Q2: 19,963 shares 19,963 $845K 0.38% +1,515 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: 10,785 shares; 2024Q4: 11,320 shares; 2025Q1: 11,336 shares; 2025Q2: 12,658 shares; 2025Q3: 16,529 shares; 2025Q4: 16,649 shares; 2026Q1: 17,590 shares; 2026Q2: 19,438 shares 19,438 $824K 0.37% +1,848 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,363 shares; 2024Q4: 3,363 shares; 2025Q1: 3,273 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares; 2026Q2: 2,175 shares 2,175 $796K 0.36% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,898 shares; 2024Q4: 2,898 shares; 2025Q1: 2,978 shares; 2025Q2: 2,978 shares; 2025Q3: 2,978 shares; 2025Q4: 2,978 shares; 2026Q1: 2,978 shares; 2026Q2: 2,900 shares 2,900 $784K 0.35% -78 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: 8,779 shares; 2024Q4: 9,483 shares; 2025Q1: 9,357 shares; 2025Q2: 7,701 shares; 2025Q3: 7,505 shares; 2025Q4: 7,670 shares; 2026Q1: 7,674 shares; 2026Q2: 8,438 shares 8,438 $741K 0.33% +764 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,646 shares; 2024Q4: 11,403 shares; 2025Q1: 11,279 shares; 2025Q2: 10,299 shares; 2025Q3: 10,566 shares; 2025Q4: 10,066 shares; 2026Q1: 10,262 shares; 2026Q2: 9,755 shares 9,755 $740K 0.33% -507 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: 6,578 shares; 2024Q4: 6,684 shares; 2025Q1: 6,750 shares; 2025Q2: 6,751 shares; 2025Q3: 6,752 shares; 2025Q4: 3,846 shares; 2026Q1: 3,847 shares; 2026Q2: 3,848 shares 3,848 $730K 0.33% +1 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: 3,129 shares; 2024Q4: 3,199 shares; 2025Q1: 3,199 shares; 2025Q2: 3,199 shares; 2025Q3: 3,199 shares; 2025Q4: 3,199 shares; 2026Q1: 3,199 shares; 2026Q2: 2,999 shares 2,999 $727K 0.33% -200 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,462 shares; 2025Q1: 7,558 shares; 2025Q2: 11,394 shares; 2025Q3: 13,569 shares; 2025Q4: 16,000 shares; 2026Q1: 17,225 shares; 2026Q2: 18,655 shares 18,655 $708K 0.32% +1,430 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD 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: 3,402 shares; 2026Q2: 2,829 shares 2,829 $701K 0.32% -573 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 26,723 shares 26,723 $690K 0.31% new 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: 1,574 shares; 2025Q1: 2,307 shares; 2025Q2: 2,337 shares; 2025Q3: 2,380 shares; 2025Q4: 2,481 shares; 2026Q1: 2,569 shares; 2026Q2: 2,406 shares 2,406 $677K 0.3% -163 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,525 shares; 2026Q2: 4,505 shares 4,505 $676K 0.3% -20 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: 13,689 shares; 2024Q4: 15,152 shares; 2025Q1: 14,157 shares; 2025Q2: 14,062 shares; 2025Q3: 14,066 shares; 2025Q4: 14,066 shares; 2026Q1: 14,066 shares; 2026Q2: 14,066 shares 14,066 $669K 0.3% 0 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: 4,024 shares; 2024Q4: 5,387 shares; 2025Q1: 5,359 shares; 2025Q2: 5,444 shares; 2025Q3: 5,449 shares; 2025Q4: 5,400 shares; 2026Q1: 5,405 shares; 2026Q2: 5,276 shares 5,276 $668K 0.3% -129 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,290 shares; 2024Q4: 5,496 shares; 2025Q1: 5,496 shares; 2025Q2: 5,724 shares; 2025Q3: 5,656 shares; 2025Q4: 5,656 shares; 2026Q1: 5,656 shares; 2026Q2: 5,656 shares 5,656 $639K 0.29% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,195 shares; 2024Q4: 8,113 shares; 2025Q1: 9,798 shares; 2025Q2: 9,798 shares; 2025Q3: 11,368 shares; 2025Q4: 12,686 shares; 2026Q1: 12,756 shares; 2026Q2: 13,331 shares 13,331 $629K 0.28% +575 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 29,468 shares 29,468 $623K 0.28% 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: 885 shares; 2026Q1: 860 shares; 2026Q2: 850 shares 850 $615K 0.28% -10 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 3,380 shares; 2026Q2: 4,180 shares 4,180 $603K 0.27% +800 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,193 shares; 2025Q2: not reported; 2025Q3: 1,893 shares; 2025Q4: 3,231 shares; 2026Q1: 3,281 shares; 2026Q2: 3,196 shares 3,196 $588K 0.26% -85 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460 shares; 2024Q4: 520 shares; 2025Q1: 531 shares; 2025Q2: 528 shares; 2025Q3: 527 shares; 2025Q4: 543 shares; 2026Q1: 543 shares; 2026Q2: 570 shares 570 $576K 0.26% +27 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,265 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 2,156 shares; 2026Q1: 2,125 shares; 2026Q2: 3,150 shares 3,150 $559K 0.25% +1,025 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,130 shares; 2024Q4: 5,778 shares; 2025Q1: 5,779 shares; 2025Q2: 5,779 shares; 2025Q3: 5,780 shares; 2025Q4: 4,871 shares; 2026Q1: 4,871 shares; 2026Q2: 4,872 shares 4,872 $554K 0.25% +1 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: 3,249 shares; 2024Q4: 3,250 shares; 2025Q1: 3,251 shares; 2025Q2: 3,253 shares; 2025Q3: 3,355 shares; 2025Q4: 3,480 shares; 2026Q1: 3,623 shares; 2026Q2: 3,869 shares 3,869 $554K 0.25% +246 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: 3,758 shares; 2024Q4: 4,473 shares; 2025Q1: 4,479 shares; 2025Q2: 3,822 shares; 2025Q3: 3,702 shares; 2025Q4: 4,381 shares; 2026Q1: 4,385 shares; 2026Q2: 4,288 shares 4,288 $551K 0.25% -97 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,450 shares; 2024Q4: 3,001 shares; 2025Q1: 3,001 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,001 shares; 2026Q1: 3,001 shares; 2026Q2: 3,326 shares 3,326 $526K 0.24% +325 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953 shares; 2024Q4: 1,084 shares; 2025Q1: 1,085 shares; 2025Q2: 1,060 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares; 2026Q2: 986 shares 986 $503K 0.23% -75 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares; 2026Q2: 1,195 shares 1,195 $498K 0.22% 0 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD 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: 24,237 shares 24,237 $490K 0.22% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,075 shares; 2025Q3: 1,052 shares; 2025Q4: 1,202 shares; 2026Q1: 1,255 shares; 2026Q2: 1,305 shares 1,305 $488K 0.22% +50 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: 518 shares; 2024Q4: 731 shares; 2025Q1: 722 shares; 2025Q2: 724 shares; 2025Q3: 752 shares; 2025Q4: 857 shares; 2026Q1: 857 shares; 2026Q2: 858 shares 858 $483K 0.22% +1 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: 1,245 shares; 2025Q1: 1,246 shares; 2025Q2: 1,234 shares; 2025Q3: 1,231 shares; 2025Q4: 1,211 shares; 2026Q1: 1,212 shares; 2026Q2: 1,273 shares 1,273 $481K 0.22% +61 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,441 shares; 2025Q3: 1,608 shares; 2025Q4: 1,650 shares; 2026Q1: 1,651 shares; 2026Q2: 1,751 shares 1,751 $471K 0.21% +100 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 403 shares 403 $465K 0.21% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 8,056 shares; 2025Q4: 11,528 shares; 2026Q1: 12,578 shares; 2026Q2: 12,579 shares 12,579 $458K 0.21% +1 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: 1,293 shares; 2024Q4: 1,415 shares; 2025Q1: 1,416 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 1,462 shares; 2026Q1: 1,490 shares; 2026Q2: 1,636 shares 1,636 $442K 0.2% +146 Timeline QQQM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 851 shares; 2026Q2: 1,457 shares 1,457 $442K 0.2% +606 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,177 shares; 2026Q1: 1,177 shares; 2026Q2: 1,152 shares 1,152 $408K 0.18% -25 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: 801 shares; 2024Q4: 791 shares; 2025Q1: 841 shares; 2025Q2: 943 shares; 2025Q3: 941 shares; 2025Q4: 941 shares; 2026Q1: 956 shares; 2026Q2: 926 shares 926 $395K 0.18% -30 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,396 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,619 shares; 2025Q3: 2,619 shares; 2025Q4: 2,621 shares; 2026Q1: 2,531 shares; 2026Q2: 2,512 shares 2,512 $393K 0.18% -19 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $380K 0.17% 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: not reported; 2026Q2: 323 shares 323 $380K 0.17% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,854 shares; 2025Q1: 9,372 shares; 2025Q2: 14,342 shares; 2025Q3: 15,536 shares; 2025Q4: 15,028 shares; 2026Q1: 15,871 shares; 2026Q2: 15,891 shares 15,891 $329K 0.15% +20 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,427 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $327K 0.15% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 565 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 523 shares; 2026Q1: 513 shares; 2026Q2: 513 shares 513 $325K 0.15% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,440 shares; 2024Q4: 33,440 shares; 2025Q1: 33,440 shares; 2025Q2: 33,440 shares; 2025Q3: 33,440 shares; 2025Q4: 24,065 shares; 2026Q1: 24,065 shares; 2026Q2: 12,950 shares 12,950 $321K 0.14% -11,115 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: 800 shares; 2024Q4: 924 shares; 2025Q1: 889 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 859 shares; 2026Q2: 859 shares 859 $318K 0.14% 0 Timeline IYF 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: 1,885 shares; 2025Q3: 1,945 shares; 2025Q4: 2,145 shares; 2026Q1: 2,455 shares; 2026Q2: 2,455 shares 2,455 $313K 0.14% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,989 shares; 2024Q4: 14,045 shares; 2025Q1: 14,062 shares; 2025Q2: 14,093 shares; 2025Q3: 14,119 shares; 2025Q4: 13,803 shares; 2026Q1: 13,814 shares; 2026Q2: 13,833 shares 13,833 $308K 0.14% +19 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,834 shares; 2024Q4: 6,561 shares; 2025Q1: 6,957 shares; 2025Q2: 6,499 shares; 2025Q3: 6,477 shares; 2025Q4: 5,292 shares; 2026Q1: 5,306 shares; 2026Q2: 5,318 shares 5,318 $306K 0.14% +12 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: 13,865 shares; 2024Q4: 3,253 shares; 2025Q1: 3,253 shares; 2025Q2: 3,253 shares; 2025Q3: 2,954 shares; 2025Q4: 2,954 shares; 2026Q1: 2,954 shares; 2026Q2: 2,954 shares 2,954 $302K 0.14% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,210 shares; 2025Q1: 2,210 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 2,710 shares; 2026Q1: 2,710 shares; 2026Q2: 2,710 shares 2,710 $297K 0.13% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,119 shares; 2024Q4: 1,381 shares; 2025Q1: 1,382 shares; 2025Q2: 1,384 shares; 2025Q3: 1,385 shares; 2025Q4: 1,352 shares; 2026Q1: 1,354 shares; 2026Q2: 1,306 shares 1,306 $292K 0.13% -48 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: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares; 2026Q2: 1,336 shares 1,336 $289K 0.13% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 2,042 shares; 2025Q2: 2,042 shares; 2025Q3: 2,042 shares; 2025Q4: 2,312 shares; 2026Q1: 2,312 shares; 2026Q2: 2,586 shares 2,586 $284K 0.13% +274 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD 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: 1,257 shares; 2026Q2: 1,337 shares 1,337 $256K 0.12% +80 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: 275 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 3,550 shares; 2026Q1: 3,650 shares; 2026Q2: 3,550 shares 3,550 $253K 0.11% -100 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: not reported; 2025Q1: 1,326 shares; 2025Q2: 1,330 shares; 2025Q3: 1,333 shares; 2025Q4: 1,337 shares; 2026Q1: 1,340 shares; 2026Q2: 1,344 shares 1,344 $243K 0.11% +4 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: not reported; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $239K 0.11% 0 Timeline KEY KEYCORP More: the full row for KEYCORP 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: 9,690 shares; 2026Q1: 10,228 shares; 2026Q2: 10,260 shares 10,260 $236K 0.11% +32 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,270 shares; 2024Q4: 22,270 shares; 2025Q1: 22,270 shares; 2025Q2: 22,270 shares; 2025Q3: 22,270 shares; 2025Q4: 22,270 shares; 2026Q1: 22,270 shares; 2026Q2: 22,270 shares 22,270 $234K 0.11% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,658 shares 1,658 $232K 0.1% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,827 shares; 2025Q4: 6,827 shares; 2026Q1: not reported; 2026Q2: 6,827 shares 6,827 $231K 0.1% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,025 shares 1,025 $229K 0.1% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,025 shares 1,025 $227K 0.1% 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: not reported; 2024Q4: 2,560 shares; 2025Q1: 2,561 shares; 2025Q2: 2,461 shares; 2025Q3: 2,461 shares; 2025Q4: 2,391 shares; 2026Q1: 2,311 shares; 2026Q2: 2,311 shares 2,311 $222K 0.1% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,920 shares; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,920 shares; 2025Q3: 4,785 shares; 2025Q4: 4,785 shares; 2026Q1: 4,785 shares; 2026Q2: 5,705 shares 5,705 $221K 0.1% +920 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: 2,199 shares; 2025Q2: 2,299 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,301 shares; 2026Q2: 2,301 shares 2,301 $220K 0.1% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 419 shares 419 $217K 0.1% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,489 shares; 2024Q4: 1,489 shares; 2025Q1: 1,297 shares; 2025Q2: 1,226 shares; 2025Q3: 1,151 shares; 2025Q4: 1,151 shares; 2026Q1: 1,130 shares; 2026Q2: 1,131 shares 1,131 $215K 0.1% +1 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: 465 shares; 2025Q4: 482 shares; 2026Q1: not reported; 2026Q2: 507 shares 507 $213K 0.1% new 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: 1,501 shares 1,501 $210K 0.09% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,297 shares 1,297 $206K 0.09% new Timeline XLC 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: 1,914 shares 1,914 $205K 0.09% new 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: not reported; 2024Q4: 1,618 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,473 shares; 2025Q4: 1,439 shares; 2026Q1: 1,459 shares; 2026Q2: 1,239 shares 1,239 $203K 0.09% -220 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,531 shares; 2025Q1: 15,586 shares; 2025Q2: 15,643 shares; 2025Q3: 15,685 shares; 2025Q4: 14,708 shares; 2026Q1: 14,708 shares; 2026Q2: 14,708 shares 14,708 $116K 0.05% 0 Timeline