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: 58,385 shares; 2024Q4: 56,475 shares; 2025Q1: 55,199 shares; 2025Q2: 58,774 shares; 2025Q3: 58,896 shares; 2025Q4: 64,097 shares; 2026Q1: 66,267 shares; 2026Q2: 70,334 shares 70,334 $26M 14.72% +4,067 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: 90,740 shares; 2024Q4: 90,402 shares; 2025Q1: 93,207 shares; 2025Q2: 98,062 shares; 2025Q3: 101,501 shares; 2025Q4: 112,233 shares; 2026Q1: 125,499 shares; 2026Q2: 136,299 shares 136,299 $9.71M 5.49% +10,800 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: 29,406 shares; 2024Q4: 28,817 shares; 2025Q1: 28,539 shares; 2025Q2: 28,596 shares; 2025Q3: 28,211 shares; 2025Q4: 27,704 shares; 2026Q1: 26,858 shares; 2026Q2: 26,318 shares 26,318 $7.62M 4.31% -540 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: 25,637 shares; 2024Q4: 26,319 shares; 2025Q1: 21,813 shares; 2025Q2: 21,132 shares; 2025Q3: 19,376 shares; 2025Q4: 18,707 shares; 2026Q1: 17,439 shares; 2026Q2: 17,100 shares 17,100 $6.11M 3.46% -339 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,400 shares; 2024Q4: 78,150 shares; 2025Q1: 82,962 shares; 2025Q2: 85,502 shares; 2025Q3: 88,104 shares; 2025Q4: 87,306 shares; 2026Q1: 85,901 shares; 2026Q2: 76,942 shares 76,942 $6.08M 3.44% -8,959 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,017 shares; 2024Q4: 162,723 shares; 2025Q1: 167,342 shares; 2025Q2: 104,882 shares; 2025Q3: 90,176 shares; 2025Q4: 72,850 shares; 2026Q1: 123,415 shares; 2026Q2: 123,327 shares 123,327 $5.97M 3.38% -88 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,444 shares; 2024Q4: 92,978 shares; 2025Q1: 100,351 shares; 2025Q2: 85,455 shares; 2025Q3: 80,655 shares; 2025Q4: 77,174 shares; 2026Q1: 72,779 shares; 2026Q2: 65,936 shares 65,936 $5.45M 3.08% -6,843 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: 15,118 shares; 2024Q4: 14,505 shares; 2025Q1: 14,351 shares; 2025Q2: 14,353 shares; 2025Q3: 13,336 shares; 2025Q4: 13,313 shares; 2026Q1: 12,492 shares; 2026Q2: 13,693 shares 13,693 $5.11M 2.89% +1,201 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: 29,803 shares; 2024Q4: 28,852 shares; 2025Q1: 23,353 shares; 2025Q2: 22,576 shares; 2025Q3: 23,391 shares; 2025Q4: 23,111 shares; 2026Q1: 21,927 shares; 2026Q2: 20,599 shares 20,599 $4.91M 2.78% -1,328 Timeline SCHR 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: 83,400 shares; 2024Q4: 175,699 shares; 2025Q1: 189,367 shares; 2025Q2: 201,528 shares; 2025Q3: 210,577 shares; 2025Q4: 206,667 shares; 2026Q1: 203,985 shares; 2026Q2: 173,179 shares 173,179 $4.27M 2.42% -30,806 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: 6,104 shares; 2024Q4: 5,554 shares; 2025Q1: 4,363 shares; 2025Q2: 4,098 shares; 2025Q3: 4,036 shares; 2025Q4: 4,034 shares; 2026Q1: 4,251 shares; 2026Q2: 4,258 shares 4,258 $3.98M 2.25% +7 Timeline DFSV 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: 63,426 shares; 2024Q4: 59,325 shares; 2025Q1: 94,321 shares; 2025Q2: 97,982 shares; 2025Q3: 100,844 shares; 2025Q4: 111,518 shares; 2026Q1: 89,088 shares; 2026Q2: 77,473 shares 77,473 $3.01M 1.7% -11,615 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: 3,893 shares; 2024Q4: 3,907 shares; 2025Q1: 3,873 shares; 2025Q2: 3,885 shares; 2025Q3: 3,896 shares; 2025Q4: 3,910 shares; 2026Q1: 3,921 shares; 2026Q2: 3,930 shares 3,930 $2.94M 1.66% +9 Timeline DFEM 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: 64,190 shares; 2024Q4: 67,678 shares; 2025Q1: 82,008 shares; 2025Q2: 94,613 shares; 2025Q3: 98,027 shares; 2025Q4: 103,628 shares; 2026Q1: 79,680 shares; 2026Q2: 69,073 shares 69,073 $2.81M 1.59% -10,607 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,584 shares; 2025Q3: 116,324 shares; 2025Q4: 126,549 shares; 2026Q1: 133,466 shares; 2026Q2: 111,555 shares 111,555 $2.69M 1.52% -21,911 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: 3,430 shares; 2024Q4: 3,394 shares; 2025Q1: 3,198 shares; 2025Q2: 3,709 shares; 2025Q3: 3,722 shares; 2025Q4: 3,710 shares; 2026Q1: 3,724 shares; 2026Q2: 3,735 shares 3,735 $1.95M 1.1% +11 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: 8,374 shares; 2024Q4: 7,910 shares; 2025Q1: 7,838 shares; 2025Q2: 7,896 shares; 2025Q3: 7,822 shares; 2025Q4: 7,685 shares; 2026Q1: 7,721 shares; 2026Q2: 7,419 shares 7,419 $1.88M 1.07% -302 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: 18,512 shares; 2024Q4: 15,778 shares; 2025Q1: 14,776 shares; 2025Q2: 14,849 shares; 2025Q3: 14,728 shares; 2025Q4: 15,821 shares; 2026Q1: 15,816 shares; 2026Q2: 15,537 shares 15,537 $1.76M 1% -279 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: 2,256 shares; 2024Q4: 2,262 shares; 2025Q1: 2,212 shares; 2025Q2: 2,197 shares; 2025Q3: 2,202 shares; 2025Q4: 2,206 shares; 2026Q1: 2,459 shares; 2026Q2: 2,193 shares 2,193 $1.64M 0.93% -266 Timeline DFGX 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: 64,936 shares; 2025Q3: 84,435 shares; 2025Q4: 92,786 shares; 2026Q1: 47,120 shares; 2026Q2: 29,480 shares 29,480 $1.58M 0.89% -17,640 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: 10,595 shares; 2024Q4: 10,184 shares; 2025Q1: 9,352 shares; 2025Q2: 14,492 shares; 2025Q3: 14,668 shares; 2025Q4: 13,829 shares; 2026Q1: 12,104 shares; 2026Q2: 10,630 shares 10,630 $1.56M 0.88% -1,474 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: 4,249 shares; 2024Q4: 3,859 shares; 2025Q1: 5,965 shares; 2025Q2: 6,244 shares; 2025Q3: 5,806 shares; 2025Q4: 5,623 shares; 2026Q1: 4,787 shares; 2026Q2: 4,417 shares 4,417 $1.52M 0.86% -370 Timeline MUNI 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: 21,470 shares; 2024Q4: 21,654 shares; 2025Q1: 21,829 shares; 2025Q2: 20,276 shares; 2025Q3: 21,282 shares; 2025Q4: 19,326 shares; 2026Q1: 26,788 shares; 2026Q2: 28,288 shares 28,288 $1.49M 0.84% +1,500 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: 28,660 shares; 2024Q4: 27,962 shares; 2025Q1: 26,616 shares; 2025Q2: 16,603 shares; 2025Q3: 16,608 shares; 2025Q4: 16,572 shares; 2026Q1: 16,469 shares; 2026Q2: 16,504 shares 16,504 $1.45M 0.82% +35 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: 3,045 shares; 2024Q4: 6,217 shares; 2025Q1: 4,556 shares; 2025Q2: 7,523 shares; 2025Q3: 7,847 shares; 2025Q4: 8,888 shares; 2026Q1: 7,938 shares; 2026Q2: 7,220 shares 7,220 $1.44M 0.82% -718 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: 3,576 shares; 2024Q4: 4,827 shares; 2025Q1: 3,597 shares; 2025Q2: 3,606 shares; 2025Q3: 3,542 shares; 2025Q4: 3,552 shares; 2026Q1: 3,561 shares; 2026Q2: 3,527 shares 3,527 $1.44M 0.82% -34 Timeline DFGR 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: 44,555 shares; 2024Q4: 44,727 shares; 2025Q1: 46,293 shares; 2025Q2: 48,969 shares; 2025Q3: 50,861 shares; 2025Q4: 56,060 shares; 2026Q1: 51,597 shares; 2026Q2: 49,531 shares 49,531 $1.43M 0.81% -2,066 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,090 shares; 2024Q4: 11,166 shares; 2025Q1: 11,004 shares; 2025Q2: 11,502 shares; 2025Q3: 12,834 shares; 2025Q4: 11,715 shares; 2026Q1: 14,812 shares; 2026Q2: 17,092 shares 17,092 $1.43M 0.81% +2,280 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: 8,225 shares; 2024Q4: 39,915 shares; 2025Q1: 42,681 shares; 2025Q2: 48,082 shares; 2025Q3: 48,094 shares; 2025Q4: 61,637 shares; 2026Q1: 48,348 shares; 2026Q2: 48,987 shares 48,987 $1.42M 0.8% +639 Timeline DISV 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: 45,948 shares; 2024Q4: 48,098 shares; 2025Q1: 47,866 shares; 2025Q2: 46,736 shares; 2025Q3: 47,977 shares; 2025Q4: 50,757 shares; 2026Q1: 39,392 shares; 2026Q2: 35,225 shares 35,225 $1.41M 0.8% -4,167 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,118 shares; 2024Q4: 3,125 shares; 2025Q1: 3,133 shares; 2025Q2: 3,142 shares; 2025Q3: 3,074 shares; 2025Q4: 4,537 shares; 2026Q1: 4,724 shares; 2026Q2: 5,004 shares 5,004 $1.39M 0.79% +280 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: 6,320 shares; 2024Q4: 6,712 shares; 2025Q1: 10,979 shares; 2025Q2: 13,585 shares; 2025Q3: 13,149 shares; 2025Q4: 12,621 shares; 2026Q1: 10,721 shares; 2026Q2: 10,122 shares 10,122 $1.38M 0.78% -599 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE 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: 31,017 shares 31,017 $1.35M 0.76% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,006 shares; 2024Q4: 15,106 shares; 2025Q1: 2,863 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,112 shares; 2026Q1: 8,101 shares; 2026Q2: 10,647 shares 10,647 $1.33M 0.75% +2,546 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: 7,968 shares; 2024Q4: 8,378 shares; 2025Q1: 11,501 shares; 2025Q2: 11,519 shares; 2025Q3: 8,031 shares; 2025Q4: 7,889 shares; 2026Q1: 10,701 shares; 2026Q2: 11,405 shares 11,405 $1.23M 0.69% +704 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,373 shares; 2024Q4: 10,420 shares; 2025Q1: 10,475 shares; 2025Q2: 10,534 shares; 2025Q3: 10,552 shares; 2025Q4: 10,187 shares; 2026Q1: 10,241 shares; 2026Q2: 10,296 shares 10,296 $1.21M 0.68% +55 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: 2,404 shares; 2024Q4: 2,074 shares; 2025Q1: 2,080 shares; 2025Q2: 1,845 shares; 2025Q3: 1,850 shares; 2025Q4: 1,861 shares; 2026Q1: 1,864 shares; 2026Q2: 3,474 shares 3,474 $1.14M 0.64% +1,610 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE 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: 24,500 shares 24,500 $1.08M 0.61% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,257 shares; 2026Q2: 3,531 shares 3,531 $1.06M 0.6% +1,274 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: 8,317 shares; 2024Q4: 8,271 shares; 2025Q1: 8,313 shares; 2025Q2: 8,880 shares; 2025Q3: 8,979 shares; 2025Q4: 19,369 shares; 2026Q1: 19,145 shares; 2026Q2: 19,280 shares 19,280 $1.02M 0.58% +135 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: 1,067 shares; 2024Q4: 1,045 shares; 2025Q1: 972 shares; 2025Q2: 1,180 shares; 2025Q3: 3,266 shares; 2025Q4: 3,051 shares; 2026Q1: 2,499 shares; 2026Q2: 2,352 shares 2,352 $1M 0.57% -147 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: 8,207 shares; 2024Q4: 8,091 shares; 2025Q1: 8,139 shares; 2025Q2: 8,045 shares; 2025Q3: 7,968 shares; 2025Q4: 8,019 shares; 2026Q1: 8,010 shares; 2026Q2: 8,159 shares 8,159 $958K 0.54% +149 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: 2,294 shares; 2024Q4: 2,870 shares; 2025Q1: 3,618 shares; 2025Q2: 3,886 shares; 2025Q3: 4,005 shares; 2025Q4: 3,917 shares; 2026Q1: 2,451 shares; 2026Q2: 1,846 shares 1,846 $926K 0.52% -605 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,717 shares; 2026Q2: 3,505 shares 3,505 $882K 0.5% +1,788 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,071 shares; 2024Q4: 4,836 shares; 2025Q1: 3,484 shares; 2025Q2: 3,488 shares; 2025Q3: 2,603 shares; 2025Q4: 2,600 shares; 2026Q1: 2,606 shares; 2026Q2: 2,560 shares 2,560 $881K 0.5% -46 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: 606 shares; 2025Q1: 609 shares; 2025Q2: 658 shares; 2025Q3: 560 shares; 2025Q4: 562 shares; 2026Q1: 764 shares; 2026Q2: 906 shares 906 $871K 0.49% +142 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: 1,883 shares; 2024Q4: 1,492 shares; 2025Q1: 892 shares; 2025Q2: 672 shares; 2025Q3: 674 shares; 2025Q4: 828 shares; 2026Q1: 1,350 shares; 2026Q2: 1,644 shares 1,644 $853K 0.48% +294 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: 369 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 292 shares; 2025Q4: 293 shares; 2026Q1: 293 shares; 2026Q2: 2,822 shares 2,822 $851K 0.48% +2,529 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: 7,586 shares; 2024Q4: 14,207 shares; 2025Q1: 7,699 shares; 2025Q2: 16,624 shares; 2025Q3: 16,685 shares; 2025Q4: 16,767 shares; 2026Q1: 16,810 shares; 2026Q2: 16,698 shares 16,698 $845K 0.48% -112 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 5,067 shares; 2026Q2: 7,956 shares 7,956 $820K 0.46% +2,889 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: 1,059 shares; 2024Q4: 782 shares; 2025Q1: 722 shares; 2025Q2: 623 shares; 2025Q3: 624 shares; 2025Q4: 625 shares; 2026Q1: 626 shares; 2026Q2: 659 shares 659 $790K 0.45% +33 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: 3,382 shares; 2024Q4: 4,217 shares; 2025Q1: 3,826 shares; 2025Q2: 3,937 shares; 2025Q3: 3,126 shares; 2025Q4: 3,166 shares; 2026Q1: 3,172 shares; 2026Q2: 5,184 shares 5,184 $785K 0.44% +2,012 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: 4,578 shares; 2024Q4: 3,366 shares; 2025Q1: 2,686 shares; 2025Q2: 2,921 shares; 2025Q3: 2,361 shares; 2025Q4: 2,093 shares; 2026Q1: 2,785 shares; 2026Q2: 3,466 shares 3,466 $764K 0.43% +681 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,493 shares; 2024Q4: 11,787 shares; 2025Q1: 11,794 shares; 2025Q2: 11,796 shares; 2025Q3: 11,905 shares; 2025Q4: 12,049 shares; 2026Q1: 12,119 shares; 2026Q2: 12,233 shares 12,233 $721K 0.41% +114 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: 4,606 shares; 2024Q4: 4,672 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,969 shares; 2026Q2: 4,305 shares 4,305 $714K 0.4% +1,336 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,346 shares; 2024Q4: 3,392 shares; 2025Q1: 3,402 shares; 2025Q2: 3,410 shares; 2025Q3: 3,349 shares; 2025Q4: 3,296 shares; 2026Q1: 3,305 shares; 2026Q2: 3,265 shares 3,265 $696K 0.39% -40 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: 1,606 shares; 2024Q4: 1,615 shares; 2025Q1: 1,623 shares; 2025Q2: 1,631 shares; 2025Q3: 1,635 shares; 2025Q4: 1,632 shares; 2026Q1: 2,478 shares; 2026Q2: 2,989 shares 2,989 $669K 0.38% +511 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: 1,237 shares; 2024Q4: 1,195 shares; 2025Q1: 995 shares; 2025Q2: 664 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,214 shares; 2026Q2: 1,575 shares 1,575 $655K 0.37% +361 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: 460 shares; 2024Q4: 615 shares; 2025Q1: 946 shares; 2025Q2: 1,045 shares; 2025Q3: 955 shares; 2025Q4: 898 shares; 2026Q1: 1,028 shares; 2026Q2: 1,100 shares 1,100 $620K 0.35% +72 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,688 shares; 2024Q4: not reported; 2025Q1: 1,552 shares; 2025Q2: 1,656 shares; 2025Q3: 1,573 shares; 2025Q4: 1,581 shares; 2026Q1: 3,562 shares; 2026Q2: 4,562 shares 4,562 $600K 0.34% +1,000 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: 7,815 shares; 2024Q4: 8,206 shares; 2025Q1: 8,237 shares; 2025Q2: 8,284 shares; 2025Q3: 4,788 shares; 2025Q4: 5,312 shares; 2026Q1: 5,332 shares; 2026Q2: 5,363 shares 5,363 $571K 0.32% +31 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: 3,439 shares; 2024Q4: 2,551 shares; 2025Q1: 1,885 shares; 2025Q2: 1,562 shares; 2025Q3: 1,577 shares; 2025Q4: 1,579 shares; 2026Q1: 3,214 shares; 2026Q2: 4,150 shares 4,150 $562K 0.32% +936 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: 3,701 shares; 2024Q4: 3,714 shares; 2025Q1: 3,725 shares; 2025Q2: 3,665 shares; 2025Q3: 3,675 shares; 2025Q4: 3,473 shares; 2026Q1: 3,409 shares; 2026Q2: 3,418 shares 3,418 $562K 0.32% +9 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,517 shares; 2024Q4: 7,146 shares; 2025Q1: 12,253 shares; 2025Q2: 17,643 shares; 2025Q3: 16,367 shares; 2025Q4: 15,435 shares; 2026Q1: 11,837 shares; 2026Q2: 7,072 shares 7,072 $553K 0.31% -4,765 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: 3,790 shares; 2024Q4: 2,421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,188 shares; 2026Q2: 1,619 shares 1,619 $552K 0.31% +431 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: not reported; 2024Q4: 3,093 shares; 2025Q1: 3,642 shares; 2025Q2: 3,902 shares; 2025Q3: 3,930 shares; 2025Q4: 2,616 shares; 2026Q1: 2,945 shares; 2026Q2: 3,164 shares 3,164 $531K 0.3% +219 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: not reported; 2025Q4: not reported; 2026Q1: 3,024 shares; 2026Q2: 4,167 shares 4,167 $527K 0.3% +1,143 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: 825 shares; 2024Q4: 1,532 shares; 2025Q1: 2,129 shares; 2025Q2: 2,388 shares; 2025Q3: 1,941 shares; 2025Q4: 1,804 shares; 2026Q1: 975 shares; 2026Q2: 518 shares 518 $524K 0.3% -457 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares; 2026Q2: 1,375 shares 1,375 $502K 0.28% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,364 shares; 2025Q2: 10,685 shares; 2025Q3: 9,242 shares; 2025Q4: 8,314 shares; 2026Q1: 5,330 shares; 2026Q2: 4,059 shares 4,059 $492K 0.28% -1,271 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: 3,568 shares; 2024Q4: 3,579 shares; 2025Q1: 3,582 shares; 2025Q2: 3,612 shares; 2025Q3: 3,574 shares; 2025Q4: 3,584 shares; 2026Q1: 3,402 shares; 2026Q2: 3,437 shares 3,437 $489K 0.28% +35 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 1,603 shares; 2026Q1: 1,657 shares; 2026Q2: 1,717 shares 1,717 $483K 0.27% +60 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: 1,238 shares; 2024Q4: 1,240 shares; 2025Q1: 1,245 shares; 2025Q2: 1,247 shares; 2025Q3: 1,249 shares; 2025Q4: 1,260 shares; 2026Q1: 1,262 shares; 2026Q2: 1,256 shares 1,256 $475K 0.27% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,764 shares; 2026Q2: 5,633 shares 5,633 $467K 0.26% +1,869 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,616 shares 4,616 $463K 0.26% new 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: 3,392 shares; 2024Q4: 3,400 shares; 2025Q1: 3,408 shares; 2025Q2: 2,810 shares; 2025Q3: 2,818 shares; 2025Q4: 2,826 shares; 2026Q1: 2,793 shares; 2026Q2: 2,814 shares 2,814 $461K 0.26% +21 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: 966 shares; 2024Q4: 1,344 shares; 2025Q1: 1,528 shares; 2025Q2: 2,294 shares; 2025Q3: 1,324 shares; 2025Q4: 1,249 shares; 2026Q1: 1,090 shares; 2026Q2: 1,090 shares 1,090 $458K 0.26% 0 Timeline EMXC 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: not reported; 2026Q1: 2,835 shares; 2026Q2: 4,400 shares 4,400 $450K 0.25% +1,565 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED 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: 493 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 620 shares; 2026Q2: 965 shares 965 $450K 0.25% +345 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 5,464 shares; 2025Q4: 4,990 shares; 2026Q1: 3,650 shares; 2026Q2: 3,194 shares 3,194 $449K 0.25% -456 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: 3,372 shares; 2024Q4: 6,398 shares; 2025Q1: 9,476 shares; 2025Q2: 10,943 shares; 2025Q3: 11,949 shares; 2025Q4: 11,054 shares; 2026Q1: 5,738 shares; 2026Q2: 3,271 shares 3,271 $448K 0.25% -2,467 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 2,688 shares; 2026Q2: 4,004 shares 4,004 $443K 0.25% +1,316 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,080 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,128 shares; 2026Q2: 6,044 shares 6,044 $437K 0.25% +1,916 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: 4,866 shares; 2024Q4: 4,889 shares; 2025Q1: 4,911 shares; 2025Q2: 4,933 shares; 2025Q3: 4,877 shares; 2025Q4: 4,891 shares; 2026Q1: 4,922 shares; 2026Q2: 4,754 shares 4,754 $431K 0.24% -168 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS 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: 2,175 shares; 2026Q2: 3,602 shares 3,602 $425K 0.24% +1,427 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 343 shares; 2026Q2: 509 shares 509 $422K 0.24% +166 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,764 shares; 2024Q4: 3,781 shares; 2025Q1: 3,798 shares; 2025Q2: 3,703 shares; 2025Q3: 3,547 shares; 2025Q4: 3,490 shares; 2026Q1: 3,132 shares; 2026Q2: 2,789 shares 2,789 $422K 0.24% -343 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE 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: 8,183 shares 8,183 $412K 0.23% new 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: 1,000 shares; 2024Q4: 1,007 shares; 2025Q1: 1,013 shares; 2025Q2: 1,019 shares; 2025Q3: 1,007 shares; 2025Q4: 1,014 shares; 2026Q1: 1,050 shares; 2026Q2: 1,121 shares 1,121 $406K 0.23% +71 Timeline QSIG WISDOMTREE TR More: the full row for WISDOMTREE 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: 8,340 shares 8,340 $403K 0.23% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 623 shares; 2026Q2: 649 shares 649 $400K 0.23% +26 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE 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: 8,234 shares; 2025Q4: 8,381 shares; 2026Q1: 8,381 shares; 2026Q2: 8,381 shares 8,381 $398K 0.22% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,532 shares; 2025Q2: 7,625 shares; 2025Q3: 8,249 shares; 2025Q4: 7,650 shares; 2026Q1: 3,961 shares; 2026Q2: 2,255 shares 2,255 $388K 0.22% -1,706 Timeline JMUB 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: 8,300 shares; 2025Q3: 7,612 shares; 2025Q4: 7,620 shares; 2026Q1: 7,627 shares; 2026Q2: 7,655 shares 7,655 $388K 0.22% +28 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: 7,448 shares; 2024Q4: 6,394 shares; 2025Q1: 5,954 shares; 2025Q2: 5,994 shares; 2025Q3: 5,892 shares; 2025Q4: 5,782 shares; 2026Q1: 4,674 shares; 2026Q2: 4,655 shares 4,655 $378K 0.21% -19 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,340 shares; 2024Q4: 4,351 shares; 2025Q1: 4,241 shares; 2025Q2: 4,252 shares; 2025Q3: 4,060 shares; 2025Q4: 4,030 shares; 2026Q1: 4,041 shares; 2026Q2: 3,891 shares 3,891 $377K 0.21% -150 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 3,571 shares; 2026Q2: 5,980 shares 5,980 $375K 0.21% +2,409 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 1,427 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,028 shares; 2026Q2: 1,375 shares 1,375 $372K 0.21% +347 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: 4,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,732 shares 2,732 $351K 0.2% new 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: 1,376 shares; 2024Q4: 1,384 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,400 shares; 2025Q4: 1,413 shares; 2026Q1: 1,421 shares; 2026Q2: 1,425 shares 1,425 $346K 0.2% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,919 shares; 2025Q3: 13,143 shares; 2025Q4: 7,814 shares; 2026Q1: 7,526 shares; 2026Q2: 7,590 shares 7,590 $334K 0.19% +64 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,901 shares; 2024Q4: 1,948 shares; 2025Q1: 1,934 shares; 2025Q2: 2,322 shares; 2025Q3: 2,569 shares; 2025Q4: 2,598 shares; 2026Q1: 2,770 shares; 2026Q2: 3,049 shares 3,049 $334K 0.19% +279 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: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 627 shares; 2026Q1: 628 shares; 2026Q2: 628 shares 628 $323K 0.18% 0 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: 2,199 shares; 2024Q4: 2,204 shares; 2025Q1: 2,209 shares; 2025Q2: 2,216 shares; 2025Q3: 2,219 shares; 2025Q4: 2,224 shares; 2026Q1: 2,249 shares; 2026Q2: 2,192 shares 2,192 $321K 0.18% -57 Timeline IAGG 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: 7,916 shares; 2025Q2: 6,318 shares; 2025Q3: 6,318 shares; 2025Q4: 6,318 shares; 2026Q1: 6,318 shares; 2026Q2: 6,318 shares 6,318 $320K 0.18% 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: 951 shares; 2024Q4: 1,400 shares; 2025Q1: 2,139 shares; 2025Q2: 2,514 shares; 2025Q3: 1,170 shares; 2025Q4: 1,104 shares; 2026Q1: 934 shares; 2026Q2: 904 shares 904 $319K 0.18% -30 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 1,504 shares; 2026Q2: 2,349 shares 2,349 $317K 0.18% +845 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: 837 shares; 2025Q3: 838 shares; 2025Q4: 1,678 shares; 2026Q1: 1,680 shares; 2026Q2: 1,660 shares 1,660 $316K 0.18% -20 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: 3,573 shares; 2024Q4: 3,608 shares; 2025Q1: 3,507 shares; 2025Q2: 3,820 shares; 2025Q3: 3,830 shares; 2025Q4: 3,822 shares; 2026Q1: 3,684 shares; 2026Q2: 3,914 shares 3,914 $314K 0.18% +230 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: 5,086 shares; 2024Q4: 5,238 shares; 2025Q1: 5,152 shares; 2025Q2: 5,031 shares; 2025Q3: 5,076 shares; 2025Q4: 5,136 shares; 2026Q1: 6,087 shares; 2026Q2: 7,209 shares 7,209 $313K 0.18% +1,122 Timeline CME CME GROUP INC More: the full row for CME 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: 876 shares; 2026Q2: 1,396 shares 1,396 $308K 0.17% +520 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,027 shares; 2024Q4: 2,040 shares; 2025Q1: 2,043 shares; 2025Q2: 2,345 shares; 2025Q3: 2,879 shares; 2025Q4: 2,917 shares; 2026Q1: 2,917 shares; 2026Q2: 2,972 shares 2,972 $304K 0.17% +55 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,164 shares; 2024Q4: 4,236 shares; 2025Q1: 4,236 shares; 2025Q2: 4,801 shares; 2025Q3: 5,879 shares; 2025Q4: 6,041 shares; 2026Q1: 6,041 shares; 2026Q2: 6,043 shares 6,043 $304K 0.17% +2 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: 1,719 shares; 2024Q4: 1,722 shares; 2025Q1: 1,726 shares; 2025Q2: 1,727 shares; 2025Q3: 1,730 shares; 2025Q4: 1,732 shares; 2026Q1: 1,734 shares; 2026Q2: 1,739 shares 1,739 $296K 0.17% +5 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,767 shares; 2025Q3: 2,775 shares; 2025Q4: 2,784 shares; 2026Q1: 2,534 shares; 2026Q2: 2,541 shares 2,541 $284K 0.16% +7 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: 2,005 shares 2,005 $280K 0.16% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,554 shares; 2024Q4: 2,575 shares; 2025Q1: 2,598 shares; 2025Q2: 2,602 shares; 2025Q3: 2,282 shares; 2025Q4: 2,259 shares; 2026Q1: 2,276 shares; 2026Q2: 2,118 shares 2,118 $277K 0.16% -158 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE 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: 5,861 shares 5,861 $268K 0.15% new Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P 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: 10,583 shares 10,583 $257K 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,077 shares 1,077 $255K 0.14% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,556 shares; 2026Q1: 1,556 shares; 2026Q2: 1,556 shares 1,556 $253K 0.14% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 666 shares; 2024Q4: 613 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 503 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $253K 0.14% 0 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: not reported; 2025Q2: 2,699 shares; 2025Q3: 2,707 shares; 2025Q4: 2,714 shares; 2026Q1: 2,723 shares; 2026Q2: 2,732 shares 2,732 $252K 0.14% +9 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L 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: 11,199 shares 11,199 $249K 0.14% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,110 shares 2,110 $248K 0.14% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L 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: 5,453 shares 5,453 $239K 0.13% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L 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: 6,416 shares 6,416 $236K 0.13% new Timeline S&P GLOBAL INC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 554 shares 554 $226K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,919 shares 2,919 $224K 0.13% new Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE 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: 7,793 shares 7,793 $224K 0.13% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,392 shares 11,392 $218K 0.12% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 891 shares 891 $216K 0.12% 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: 1,976 shares; 2025Q3: 1,983 shares; 2025Q4: 1,989 shares; 2026Q1: 1,996 shares; 2026Q2: 2,001 shares 2,001 $214K 0.12% +5 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 2,819 shares; 2026Q2: 2,839 shares 2,839 $211K 0.12% +20 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: 2,676 shares; 2024Q4: 2,721 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,304 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,186 shares 2,186 $211K 0.12% new 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: not reported; 2026Q1: not reported; 2026Q2: 3,033 shares 3,033 $211K 0.12% new Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 3,713 shares 3,713 $209K 0.12% 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: 1,497 shares; 2024Q4: 1,559 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 592 shares 592 $209K 0.12% new Timeline MATX MATSON INC More: the full row for MATSON 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: 1,046 shares 1,046 $201K 0.11% new Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN 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: 12,173 shares 12,173 $158K 0.09% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN 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: 10,489 shares; 2026Q1: 10,649 shares; 2026Q2: 10,904 shares 10,904 $85.9K 0.05% +255 Timeline