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: 113,901 shares; 2024Q4: 110,842 shares; 2025Q1: 129,940 shares; 2025Q2: 142,120 shares; 2025Q3: 146,197 shares; 2025Q4: 298,671 shares; 2026Q1: 313,469 shares; 2026Q2: 339,185 shares 339,185 $64.6M 12.55% +25,716 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,554 shares; 2024Q4: 239,118 shares; 2025Q1: 610,904 shares; 2025Q2: 641,509 shares; 2025Q3: 683,960 shares; 2025Q4: 777,120 shares; 2026Q1: 738,218 shares; 2026Q2: 639,932 shares 639,932 $59M 11.46% -98,286 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 102,022 shares; 2025Q1: 897,278 shares; 2025Q2: 906,592 shares; 2025Q3: 935,204 shares; 2025Q4: 1,170,518 shares; 2026Q1: 1,635,109 shares; 2026Q2: 1,847,265 shares 1,847,265 $49M 9.51% +212,156 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 737,194 shares; 2024Q4: 1,087,160 shares; 2025Q1: 924,296 shares; 2025Q2: 743,584 shares; 2025Q3: 797,872 shares; 2025Q4: 798,209 shares; 2026Q1: 686,116 shares; 2026Q2: 672,130 shares 672,130 $33.3M 6.47% -13,986 Timeline XLF 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: 155,966 shares; 2024Q4: 159,570 shares; 2025Q1: 213,021 shares; 2025Q2: 280,218 shares; 2025Q3: 300,683 shares; 2025Q4: 343,303 shares; 2026Q1: 342,356 shares; 2026Q2: 342,991 shares 342,991 $18.4M 3.57% +635 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,948 shares; 2024Q4: 482,536 shares; 2025Q1: 332,776 shares; 2025Q2: 264,750 shares; 2025Q3: 283,548 shares; 2025Q4: 241,943 shares; 2026Q1: 180,610 shares; 2026Q2: 165,037 shares 165,037 $16.6M 3.23% -15,573 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,935 shares; 2024Q4: 295,220 shares; 2025Q1: 331,544 shares; 2025Q2: 354,086 shares; 2025Q3: 356,384 shares; 2025Q4: 364,567 shares; 2026Q1: 360,114 shares; 2026Q2: 357,350 shares 357,350 $15.3M 2.96% -2,764 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: 111,835 shares; 2024Q4: 108,997 shares; 2025Q1: 103,869 shares; 2025Q2: 105,670 shares; 2025Q3: 105,504 shares; 2025Q4: 105,855 shares; 2026Q1: 112,187 shares; 2026Q2: 117,281 shares 117,281 $12.6M 2.44% +5,094 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: 66,426 shares; 2024Q4: 66,146 shares; 2025Q1: 69,580 shares; 2025Q2: 72,529 shares; 2025Q3: 74,598 shares; 2025Q4: 72,307 shares; 2026Q1: 71,623 shares; 2026Q2: 74,387 shares 74,387 $11.8M 2.29% +2,764 Timeline XLY 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: 39,558 shares; 2024Q4: 38,917 shares; 2025Q1: 42,867 shares; 2025Q2: 45,113 shares; 2025Q3: 45,799 shares; 2025Q4: 110,076 shares; 2026Q1: 102,892 shares; 2026Q2: 96,398 shares 96,398 $11.3M 2.19% -6,494 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,368 shares; 2024Q4: 51,193 shares; 2025Q1: 53,137 shares; 2025Q2: 53,253 shares; 2025Q3: 53,297 shares; 2025Q4: 54,561 shares; 2026Q1: 53,706 shares; 2026Q2: 54,477 shares 54,477 $10.1M 1.96% +771 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,756 shares; 2024Q4: 107,074 shares; 2025Q1: 106,701 shares; 2025Q2: 103,696 shares; 2025Q3: 105,400 shares; 2025Q4: 208,640 shares; 2026Q1: 204,699 shares; 2026Q2: 182,273 shares 182,273 $9.68M 1.88% -22,426 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: 28,536 shares; 2024Q4: 28,321 shares; 2025Q1: 31,370 shares; 2025Q2: 34,270 shares; 2025Q3: 33,867 shares; 2025Q4: 26,522 shares; 2026Q1: 26,296 shares; 2026Q2: 26,131 shares 26,131 $9.34M 1.81% -165 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,040 shares; 2024Q4: 134,340 shares; 2025Q1: 133,410 shares; 2025Q2: 131,603 shares; 2025Q3: 124,844 shares; 2025Q4: 98,472 shares; 2026Q1: 93,864 shares; 2026Q2: 57,026 shares 57,026 $8.24M 1.6% -36,838 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: 23,368 shares; 2024Q4: 21,247 shares; 2025Q1: 25,665 shares; 2025Q2: 26,669 shares; 2025Q3: 28,513 shares; 2025Q4: 24,484 shares; 2026Q1: 24,181 shares; 2026Q2: 24,833 shares 24,833 $7.19M 1.39% +652 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,382 shares; 2026Q1: 17,446 shares; 2026Q2: 44,374 shares 44,374 $7.01M 1.36% +26,928 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: 18,139 shares; 2024Q4: 17,753 shares; 2025Q1: 21,023 shares; 2025Q2: 24,434 shares; 2025Q3: 24,607 shares; 2025Q4: 26,457 shares; 2026Q1: 26,595 shares; 2026Q2: 26,660 shares 26,660 $6.48M 1.26% +65 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,622 shares; 2024Q4: 60,915 shares; 2025Q1: 65,131 shares; 2025Q2: 63,485 shares; 2025Q3: 66,861 shares; 2025Q4: 72,854 shares; 2026Q1: 75,639 shares; 2026Q2: 77,924 shares 77,924 $6.47M 1.26% +2,285 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,669 shares; 2025Q2: 16,094 shares; 2025Q3: 15,863 shares; 2025Q4: 12,152 shares; 2026Q1: 12,287 shares; 2026Q2: 12,259 shares 12,259 $5.85M 1.14% -28 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,331 shares; 2025Q2: 11,753 shares; 2025Q3: 11,677 shares; 2025Q4: 11,300 shares; 2026Q1: 11,300 shares; 2026Q2: 22,154 shares 22,154 $5.64M 1.09% +10,854 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: 12,508 shares; 2024Q4: 12,072 shares; 2025Q1: 14,950 shares; 2025Q2: 14,846 shares; 2025Q3: 14,609 shares; 2025Q4: 13,339 shares; 2026Q1: 14,079 shares; 2026Q2: 15,050 shares 15,050 $5.61M 1.09% +971 Timeline VO 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: 13,837 shares; 2024Q4: 13,500 shares; 2025Q1: 15,143 shares; 2025Q2: 16,118 shares; 2025Q3: 16,267 shares; 2025Q4: 17,090 shares; 2026Q1: 16,905 shares; 2026Q2: 66,595 shares 66,595 $5.37M 1.04% +49,690 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: 11,693 shares; 2024Q4: 11,193 shares; 2025Q1: 9,936 shares; 2025Q2: 10,748 shares; 2025Q3: 11,036 shares; 2025Q4: 11,080 shares; 2026Q1: 10,643 shares; 2026Q2: 10,696 shares 10,696 $5.35M 1.04% +53 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: 27,716 shares; 2024Q4: 28,100 shares; 2025Q1: 31,716 shares; 2025Q2: 32,822 shares; 2025Q3: 33,291 shares; 2025Q4: 34,825 shares; 2026Q1: 35,694 shares; 2026Q2: 35,408 shares 35,408 $5.25M 1.02% -286 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: 11,614 shares; 2024Q4: 11,465 shares; 2025Q1: 12,687 shares; 2025Q2: 13,748 shares; 2025Q3: 15,489 shares; 2025Q4: 14,623 shares; 2026Q1: 14,353 shares; 2026Q2: 14,355 shares 14,355 $5.2M 1.01% +2 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: 15,864 shares; 2024Q4: 15,632 shares; 2025Q1: 13,390 shares; 2025Q2: 14,707 shares; 2025Q3: 14,627 shares; 2025Q4: 14,586 shares; 2026Q1: 14,564 shares; 2026Q2: 14,385 shares 14,385 $4.94M 0.96% -179 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: 28,132 shares; 2024Q4: 28,283 shares; 2025Q1: 37,204 shares; 2025Q2: 44,533 shares; 2025Q3: 49,988 shares; 2025Q4: 41,418 shares; 2026Q1: 40,562 shares; 2026Q2: 38,353 shares 38,353 $4.93M 0.96% -2,209 Timeline VAW 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: 23,596 shares; 2024Q4: 23,531 shares; 2025Q1: 25,064 shares; 2025Q2: 23,104 shares; 2025Q3: 22,950 shares; 2025Q4: 23,316 shares; 2026Q1: 21,438 shares; 2026Q2: 20,839 shares 20,839 $4.77M 0.93% -599 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,963 shares; 2024Q4: 63,098 shares; 2025Q1: 60,119 shares; 2025Q2: 55,049 shares; 2025Q3: 55,046 shares; 2025Q4: 107,615 shares; 2026Q1: 105,764 shares; 2026Q2: 102,625 shares 102,625 $4.65M 0.9% -3,139 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: 5,551 shares; 2025Q2: 15,686 shares; 2025Q3: 15,480 shares; 2025Q4: 12,338 shares; 2026Q1: 12,245 shares; 2026Q2: 12,072 shares 12,072 $4.51M 0.88% -173 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,435 shares; 2025Q2: 28,009 shares; 2025Q3: 28,337 shares; 2025Q4: 21,835 shares; 2026Q1: 22,244 shares; 2026Q2: 22,369 shares 22,369 $4.48M 0.87% +125 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,821 shares; 2025Q2: 5,128 shares; 2025Q3: 5,070 shares; 2025Q4: 5,553 shares; 2026Q1: 5,584 shares; 2026Q2: 7,764 shares 7,764 $4.37M 0.85% +2,180 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: 4,155 shares; 2024Q4: 4,460 shares; 2025Q1: 4,421 shares; 2025Q2: 4,751 shares; 2025Q3: 4,918 shares; 2025Q4: 4,993 shares; 2026Q1: 4,937 shares; 2026Q2: 4,506 shares 4,506 $4.22M 0.82% -431 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,121 shares; 2025Q1: 7,379 shares; 2025Q2: 17,208 shares; 2025Q3: 17,379 shares; 2025Q4: 16,531 shares; 2026Q1: 17,056 shares; 2026Q2: 16,988 shares 16,988 $4.05M 0.79% -68 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: 13,313 shares; 2024Q4: 13,220 shares; 2025Q1: 14,038 shares; 2025Q2: 16,442 shares; 2025Q3: 17,499 shares; 2025Q4: 17,189 shares; 2026Q1: 17,201 shares; 2026Q2: 14,663 shares 14,663 $3.99M 0.77% -2,538 Timeline XLRE 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: 74,384 shares; 2024Q4: 71,874 shares; 2025Q1: 74,179 shares; 2025Q2: 71,209 shares; 2025Q3: 77,569 shares; 2025Q4: 87,562 shares; 2026Q1: 93,273 shares; 2026Q2: 83,091 shares 83,091 $3.66M 0.71% -10,182 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: 48,715 shares; 2024Q4: 46,638 shares; 2025Q1: 45,947 shares; 2025Q2: 45,088 shares; 2025Q3: 44,687 shares; 2025Q4: 44,274 shares; 2026Q1: 44,737 shares; 2026Q2: 41,439 shares 41,439 $3.64M 0.71% -3,298 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: 10,555 shares 10,555 $3.6M 0.7% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,119 shares; 2024Q4: 23,304 shares; 2025Q1: 26,341 shares; 2025Q2: 25,978 shares; 2025Q3: 25,458 shares; 2025Q4: 25,249 shares; 2026Q1: 25,982 shares; 2026Q2: 25,731 shares 25,731 $3.51M 0.68% -251 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,294 shares; 2024Q4: 16,898 shares; 2025Q1: 17,516 shares; 2025Q2: 19,926 shares; 2025Q3: 19,635 shares; 2025Q4: 19,294 shares; 2026Q1: 19,027 shares; 2026Q2: 14,125 shares 14,125 $3.38M 0.66% -4,902 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,102 shares 21,102 $3.24M 0.63% 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: 15,832 shares; 2024Q4: 13,548 shares; 2025Q1: 15,020 shares; 2025Q2: 15,798 shares; 2025Q3: 18,211 shares; 2025Q4: 18,102 shares; 2026Q1: 18,032 shares; 2026Q2: 18,088 shares 18,088 $2.83M 0.55% +56 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,660 shares; 2024Q4: 50,457 shares; 2025Q1: 36,058 shares; 2025Q2: 34,041 shares; 2025Q3: 27,854 shares; 2025Q4: 31,491 shares; 2026Q1: 29,140 shares; 2026Q2: 29,917 shares 29,917 $2.74M 0.53% +777 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,037 shares; 2024Q4: 16,543 shares; 2025Q1: 14,304 shares; 2025Q2: 14,765 shares; 2025Q3: 14,623 shares; 2025Q4: 13,166 shares; 2026Q1: 12,982 shares; 2026Q2: 16,115 shares 16,115 $2.7M 0.52% +3,133 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,042 shares; 2024Q4: 12,812 shares; 2025Q1: 13,615 shares; 2025Q2: 13,990 shares; 2025Q3: 14,275 shares; 2025Q4: 13,735 shares; 2026Q1: 13,358 shares; 2026Q2: 8,446 shares 8,446 $2.64M 0.51% -4,912 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: 44,845 shares; 2024Q4: 43,423 shares; 2025Q1: 44,449 shares; 2025Q2: 47,845 shares; 2025Q3: 47,318 shares; 2025Q4: 44,379 shares; 2026Q1: 42,662 shares; 2026Q2: 22,541 shares 22,541 $2.55M 0.5% -20,121 Timeline VBK 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: 6,753 shares; 2024Q4: 6,460 shares; 2025Q1: 7,073 shares; 2025Q2: 7,078 shares; 2025Q3: 7,081 shares; 2025Q4: 7,069 shares; 2026Q1: 7,061 shares; 2026Q2: 6,916 shares 6,916 $2.53M 0.49% -145 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I 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: 35,346 shares 35,346 $2.26M 0.44% new 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: 18,012 shares; 2024Q4: 17,993 shares; 2025Q1: 21,686 shares; 2025Q2: 25,700 shares; 2025Q3: 26,001 shares; 2025Q4: 19,985 shares; 2026Q1: 19,640 shares; 2026Q2: 15,121 shares 15,121 $2.05M 0.4% -4,519 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,387 shares 5,387 $2.03M 0.4% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,838 shares 10,838 $1.59M 0.31% 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: 6,520 shares 6,520 $1.46M 0.28% 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: 6,524 shares 6,524 $1.44M 0.28% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,718 shares; 2024Q4: 39,378 shares; 2025Q1: 40,480 shares; 2025Q2: 40,234 shares; 2025Q3: 40,005 shares; 2025Q4: 36,010 shares; 2026Q1: 35,580 shares; 2026Q2: 32,766 shares 32,766 $1.41M 0.27% -2,814 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,642 shares; 2025Q2: 8,544 shares; 2025Q3: 9,840 shares; 2025Q4: 6,981 shares; 2026Q1: 6,918 shares; 2026Q2: 6,801 shares 6,801 $1.39M 0.27% -117 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: 18,393 shares; 2024Q4: 18,109 shares; 2025Q1: 15,539 shares; 2025Q2: 6,099 shares; 2025Q3: 5,539 shares; 2025Q4: 5,115 shares; 2026Q1: 5,115 shares; 2026Q2: 5,108 shares 5,108 $1.3M 0.25% -7 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,407 shares; 2025Q2: 16,392 shares; 2025Q3: 17,502 shares; 2025Q4: 9,520 shares; 2026Q1: 9,193 shares; 2026Q2: 9,101 shares 9,101 $1.27M 0.25% -92 Timeline VDC 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: 2,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,501 shares; 2026Q1: 5,501 shares; 2026Q2: 5,490 shares 5,490 $1.24M 0.24% -11 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: 60,946 shares; 2024Q4: 59,703 shares; 2025Q1: 55,048 shares; 2025Q2: 25,637 shares; 2025Q3: 23,365 shares; 2025Q4: 18,028 shares; 2026Q1: 17,803 shares; 2026Q2: 9,666 shares 9,666 $1.14M 0.22% -8,137 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: 928 shares; 2026Q1: 928 shares; 2026Q2: 916 shares 916 $1.06M 0.21% -12 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,347 shares; 2024Q4: 26,439 shares; 2025Q1: 38,826 shares; 2025Q2: 46,070 shares; 2025Q3: 45,467 shares; 2025Q4: 26,874 shares; 2026Q1: 25,409 shares; 2026Q2: 25,199 shares 25,199 $1.03M 0.2% -210 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,074 shares; 2026Q1: 1,074 shares; 2026Q2: 8,592 shares 8,592 $1.03M 0.2% +7,518 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: not reported; 2025Q3: not reported; 2025Q4: 7,860 shares; 2026Q1: 10,176 shares; 2026Q2: 10,235 shares 10,235 $1.01M 0.2% +59 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,602 shares; 2024Q4: 7,567 shares; 2025Q1: 7,567 shares; 2025Q2: 7,409 shares; 2025Q3: 7,409 shares; 2025Q4: 7,382 shares; 2026Q1: 7,076 shares; 2026Q2: 7,076 shares 7,076 $967K 0.19% 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: 7,024 shares; 2024Q4: 6,219 shares; 2025Q1: 6,570 shares; 2025Q2: 6,454 shares; 2025Q3: 6,368 shares; 2025Q4: 2,459 shares; 2026Q1: 2,334 shares; 2026Q2: 2,334 shares 2,334 $823K 0.16% 0 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: 2,599 shares; 2024Q4: 2,599 shares; 2025Q1: 5,907 shares; 2025Q2: 5,907 shares; 2025Q3: 5,827 shares; 2025Q4: 5,814 shares; 2026Q1: 6,534 shares; 2026Q2: 6,846 shares 6,846 $755K 0.15% +312 Timeline ESGV 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: 7,590 shares; 2025Q4: 6,995 shares; 2026Q1: 5,538 shares; 2026Q2: 5,538 shares 5,538 $732K 0.14% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 789 shares; 2025Q2: 1,015 shares; 2025Q3: 1,419 shares; 2025Q4: 1,420 shares; 2026Q1: 1,417 shares; 2026Q2: 1,407 shares 1,407 $705K 0.14% -10 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,259 shares; 2024Q4: 4,237 shares; 2025Q1: 4,168 shares; 2025Q2: 4,081 shares; 2025Q3: 4,062 shares; 2025Q4: 4,048 shares; 2026Q1: 3,889 shares; 2026Q2: 3,848 shares 3,848 $687K 0.13% -41 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: 7,164 shares; 2024Q4: 7,114 shares; 2025Q1: 8,219 shares; 2025Q2: 6,035 shares; 2025Q3: 5,722 shares; 2025Q4: 5,690 shares; 2026Q1: 5,157 shares; 2026Q2: 4,087 shares 4,087 $614K 0.12% -1,070 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: 451 shares; 2024Q4: 728 shares; 2025Q1: 579 shares; 2025Q2: 490 shares; 2025Q3: 376 shares; 2025Q4: 517 shares; 2026Q1: 478 shares; 2026Q2: 473 shares 473 $567K 0.11% -5 Timeline JEPI 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: not reported; 2025Q4: 7,522 shares; 2026Q1: 9,524 shares; 2026Q2: 9,878 shares 9,878 $558K 0.11% +354 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: 29,971 shares; 2024Q4: 29,583 shares; 2025Q1: 28,883 shares; 2025Q2: 27,457 shares; 2025Q3: 26,968 shares; 2025Q4: 6,782 shares; 2026Q1: 6,032 shares; 2026Q2: 5,778 shares 5,778 $556K 0.11% -254 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 672 shares; 2026Q2: 710 shares 710 $532K 0.1% +38 Timeline VFH 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: 2,996 shares; 2024Q4: 2,996 shares; 2025Q1: 6,440 shares; 2025Q2: 3,000 shares; 2025Q3: 3,113 shares; 2025Q4: 4,931 shares; 2026Q1: 4,264 shares; 2026Q2: 3,880 shares 3,880 $511K 0.1% -384 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,790 shares; 2026Q1: 5,017 shares; 2026Q2: 5,077 shares 5,077 $490K 0.1% +60 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: 4,126 shares; 2024Q4: 4,126 shares; 2025Q1: 4,126 shares; 2025Q2: 4,012 shares; 2025Q3: 4,012 shares; 2025Q4: 4,154 shares; 2026Q1: 4,154 shares; 2026Q2: 4,154 shares 4,154 $488K 0.09% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,774 shares 5,774 $473K 0.09% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,002 shares; 2024Q4: 1,994 shares; 2025Q1: 1,960 shares; 2025Q2: 1,698 shares; 2025Q3: 1,641 shares; 2025Q4: 1,617 shares; 2026Q1: 1,542 shares; 2026Q2: 1,540 shares 1,540 $463K 0.09% -2 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,094 shares; 2024Q4: 18,704 shares; 2025Q1: 18,811 shares; 2025Q2: 18,867 shares; 2025Q3: 18,978 shares; 2025Q4: 14,665 shares; 2026Q1: 14,706 shares; 2026Q2: 14,745 shares 14,745 $427K 0.08% +39 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,779 shares; 2026Q2: 8,228 shares 8,228 $406K 0.08% +449 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: 715 shares; 2024Q4: 670 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 631 shares; 2025Q4: 541 shares; 2026Q1: 533 shares; 2026Q2: 532 shares 532 $397K 0.08% -1 Timeline VCR 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: 1,750 shares; 2026Q1: 1,487 shares; 2026Q2: 991 shares 991 $393K 0.08% -496 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: 5,513 shares; 2024Q4: 5,513 shares; 2025Q1: 5,416 shares; 2025Q2: 5,416 shares; 2025Q3: 5,416 shares; 2025Q4: 5,416 shares; 2026Q1: 5,353 shares; 2026Q2: 5,182 shares 5,182 $369K 0.07% -171 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: 278 shares; 2026Q2: 278 shares 278 $327K 0.06% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,768 shares; 2025Q4: 8,074 shares; 2026Q1: 6,454 shares; 2026Q2: 6,454 shares 6,454 $301K 0.06% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,207 shares; 2024Q4: 2,207 shares; 2025Q1: 2,207 shares; 2025Q2: 2,149 shares; 2025Q3: 2,138 shares; 2025Q4: 2,138 shares; 2026Q1: 2,015 shares; 2026Q2: 1,958 shares 1,958 $289K 0.06% -57 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,529 shares; 2025Q2: 4,529 shares; 2025Q3: 4,530 shares; 2025Q4: 4,530 shares; 2026Q1: 4,701 shares; 2026Q2: 4,733 shares 4,733 $283K 0.05% +32 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: 3,657 shares; 2025Q2: 3,657 shares; 2025Q3: 3,657 shares; 2025Q4: 3,657 shares; 2026Q1: 3,657 shares; 2026Q2: 3,657 shares 3,657 $280K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,837 shares; 2025Q3: 2,837 shares; 2025Q4: 2,837 shares; 2026Q1: 2,876 shares; 2026Q2: 2,876 shares 2,876 $278K 0.05% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,493 shares; 2026Q1: 1,493 shares; 2026Q2: 1,472 shares 1,472 $271K 0.05% -21 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,615 shares; 2026Q1: 2,618 shares; 2026Q2: 2,618 shares 2,618 $260K 0.05% 0 Timeline ITRI ITRON INC More: the full row for ITRON 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: 2,946 shares 2,946 $255K 0.05% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 759 shares; 2026Q2: 759 shares 759 $239K 0.05% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,974 shares; 2026Q2: 4,974 shares 4,974 $236K 0.05% 0 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,371 shares; 2026Q2: 4,520 shares 4,520 $232K 0.05% +149 Timeline XLB 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: 2,963 shares; 2024Q4: 2,963 shares; 2025Q1: 2,931 shares; 2025Q2: 2,769 shares; 2025Q3: 2,691 shares; 2025Q4: 4,976 shares; 2026Q1: 4,808 shares; 2026Q2: 4,556 shares 4,556 $232K 0.04% -252 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,064 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,001 shares 1,001 $218K 0.04% new 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: 2,873 shares; 2026Q1: 2,871 shares; 2026Q2: 2,871 shares 2,871 $217K 0.04% 0 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO 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: 34,787 shares; 2026Q1: 34,787 shares; 2026Q2: 34,787 shares 34,787 $5.73K <0.01% 0 Timeline