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: 45,170 shares; 2024Q4: 49,435 shares; 2025Q1: 52,391 shares; 2025Q2: 53,009 shares; 2025Q3: 53,626 shares; 2025Q4: 53,109 shares; 2026Q1: 52,828 shares; 2026Q2: 51,875 shares 51,875 $19.2M 11.27% -953 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: 36,991 shares; 2024Q4: 36,791 shares; 2025Q1: 35,537 shares; 2025Q2: 34,790 shares; 2025Q3: 34,181 shares; 2025Q4: 33,686 shares; 2026Q1: 33,634 shares; 2026Q2: 33,268 shares 33,268 $9.63M 5.65% -366 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: 94,094 shares; 2024Q4: 283,132 shares; 2025Q1: 258,808 shares; 2025Q2: 263,443 shares; 2025Q3: 259,904 shares; 2025Q4: 261,304 shares; 2026Q1: 260,175 shares; 2026Q2: 253,826 shares 253,826 $7.35M 4.31% -6,349 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,088 shares; 2024Q4: 60,288 shares; 2025Q1: 59,083 shares; 2025Q2: 62,783 shares; 2025Q3: 63,188 shares; 2025Q4: 71,738 shares; 2026Q1: 75,013 shares; 2026Q2: 77,963 shares 77,963 $6.53M 3.83% +2,950 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: 6,281 shares; 2024Q4: 6,156 shares; 2025Q1: 6,031 shares; 2025Q2: 6,031 shares; 2025Q3: 5,981 shares; 2025Q4: 5,971 shares; 2026Q1: 5,852 shares; 2026Q2: 5,802 shares 5,802 $6.18M 3.63% -50 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,637 shares; 2024Q4: 21,167 shares; 2025Q1: 20,602 shares; 2025Q2: 19,872 shares; 2025Q3: 19,672 shares; 2025Q4: 19,372 shares; 2026Q1: 19,397 shares; 2026Q2: 19,197 shares 19,197 $5.82M 3.41% -200 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: 15,416 shares; 2024Q4: 15,906 shares; 2025Q1: 16,081 shares; 2025Q2: 15,901 shares; 2025Q3: 15,801 shares; 2025Q4: 15,476 shares; 2026Q1: 15,301 shares; 2026Q2: 60,403 shares 60,403 $4.87M 2.86% +45,102 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: 7,564 shares; 2024Q4: 7,564 shares; 2025Q1: 7,364 shares; 2025Q2: 7,314 shares; 2025Q3: 7,314 shares; 2025Q4: 7,114 shares; 2026Q1: 6,914 shares; 2026Q2: 6,224 shares 6,224 $4.5M 2.64% -690 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: 15,476 shares; 2024Q4: 15,527 shares; 2025Q1: 15,828 shares; 2025Q2: 15,953 shares; 2025Q3: 17,594 shares; 2025Q4: 19,576 shares; 2026Q1: 20,487 shares; 2026Q2: 20,491 shares 20,491 $4.47M 2.62% +4 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,724 shares; 2024Q4: 7,724 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,445 shares; 2025Q4: 7,445 shares; 2026Q1: 7,441 shares; 2026Q2: 44,494 shares 44,494 $3.83M 2.25% +37,053 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: 10,100 shares; 2024Q4: 13,800 shares; 2025Q1: 14,601 shares; 2025Q2: 16,302 shares; 2025Q3: 20,702 shares; 2025Q4: 21,609 shares; 2026Q1: 23,327 shares; 2026Q2: 23,993 shares 23,993 $3.77M 2.21% +666 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: 15,081 shares; 2024Q4: 15,783 shares; 2025Q1: 15,919 shares; 2025Q2: 15,994 shares; 2025Q3: 15,851 shares; 2025Q4: 15,654 shares; 2026Q1: 15,916 shares; 2026Q2: 15,537 shares 15,537 $3.68M 2.16% -379 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: 8,593 shares; 2024Q4: 8,459 shares; 2025Q1: 8,172 shares; 2025Q2: 8,080 shares; 2025Q3: 7,981 shares; 2025Q4: 7,871 shares; 2026Q1: 7,760 shares; 2026Q2: 7,680 shares 7,680 $2.86M 1.68% -80 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: 30,820 shares; 2024Q4: 30,294 shares; 2025Q1: 29,978 shares; 2025Q2: 29,981 shares; 2025Q3: 29,684 shares; 2025Q4: 60,556 shares; 2026Q1: 62,263 shares; 2026Q2: 62,319 shares 62,319 $2.83M 1.66% +56 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: 5,875 shares; 2024Q4: 6,035 shares; 2025Q1: 6,247 shares; 2025Q2: 6,814 shares; 2025Q3: 7,223 shares; 2025Q4: 14,086 shares; 2026Q1: 14,086 shares; 2026Q2: 14,056 shares 14,056 $2.68M 1.57% -30 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,770 shares; 2024Q4: 8,820 shares; 2025Q1: 8,845 shares; 2025Q2: 8,767 shares; 2025Q3: 8,437 shares; 2025Q4: 8,349 shares; 2026Q1: 8,239 shares; 2026Q2: 7,904 shares 7,904 $2.49M 1.46% -335 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: 10,867 shares; 2024Q4: 10,651 shares; 2025Q1: 10,101 shares; 2025Q2: 10,101 shares; 2025Q3: 9,926 shares; 2025Q4: 9,926 shares; 2026Q1: 9,951 shares; 2026Q2: 9,601 shares 9,601 $2.44M 1.43% -350 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: 15,439 shares; 2024Q4: 15,664 shares; 2025Q1: 16,514 shares; 2025Q2: 17,089 shares; 2025Q3: 15,714 shares; 2025Q4: 15,414 shares; 2026Q1: 15,009 shares; 2026Q2: 14,554 shares 14,554 $2.31M 1.36% -455 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: 17,607 shares; 2024Q4: 20,216 shares; 2025Q1: 21,519 shares; 2025Q2: 21,524 shares; 2025Q3: 21,227 shares; 2025Q4: 21,837 shares; 2026Q1: 30,039 shares; 2026Q2: 29,242 shares 29,242 $2.08M 1.22% -797 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: 15,655 shares; 2024Q4: 15,655 shares; 2025Q1: 15,115 shares; 2025Q2: 14,980 shares; 2025Q3: 14,988 shares; 2025Q4: 14,198 shares; 2026Q1: 14,269 shares; 2026Q2: 14,169 shares 14,169 $2.08M 1.22% -100 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,343 shares; 2024Q4: 54,638 shares; 2025Q1: 52,018 shares; 2025Q2: 53,338 shares; 2025Q3: 51,153 shares; 2025Q4: 48,038 shares; 2026Q1: 44,828 shares; 2026Q2: 42,998 shares 42,998 $2.06M 1.21% -1,830 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,868 shares; 2024Q4: 2,868 shares; 2025Q1: 2,868 shares; 2025Q2: 2,868 shares; 2025Q3: 2,798 shares; 2025Q4: 2,788 shares; 2026Q1: 2,760 shares; 2026Q2: 2,758 shares 2,758 $1.97M 1.15% -2 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: 33,126 shares; 2024Q4: 35,026 shares; 2025Q1: 35,676 shares; 2025Q2: 34,376 shares; 2025Q3: 33,976 shares; 2025Q4: 34,776 shares; 2026Q1: 34,676 shares; 2026Q2: 32,501 shares 32,501 $1.94M 1.14% -2,175 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: 19,862 shares; 2024Q4: 19,262 shares; 2025Q1: 18,062 shares; 2025Q2: 17,162 shares; 2025Q3: 16,662 shares; 2025Q4: 16,652 shares; 2026Q1: 16,627 shares; 2026Q2: 15,690 shares 15,690 $1.78M 1.04% -937 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: 16,013 shares; 2024Q4: 15,916 shares; 2025Q1: 15,496 shares; 2025Q2: 15,496 shares; 2025Q3: 15,196 shares; 2025Q4: 14,896 shares; 2026Q1: 14,896 shares; 2026Q2: 14,746 shares 14,746 $1.73M 1.02% -150 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: 18,556 shares; 2024Q4: 18,558 shares; 2025Q1: 18,499 shares; 2025Q2: 18,576 shares; 2025Q3: 18,537 shares; 2025Q4: 18,629 shares; 2026Q1: 18,631 shares; 2026Q2: 18,653 shares 18,653 $1.64M 0.96% +22 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: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 5,850 shares; 2025Q3: 5,850 shares; 2025Q4: 5,620 shares; 2026Q1: 5,620 shares; 2026Q2: 5,620 shares 5,620 $1.52M 0.89% 0 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: 12,052 shares; 2024Q4: 11,853 shares; 2025Q1: 11,672 shares; 2025Q2: 11,692 shares; 2025Q3: 11,293 shares; 2025Q4: 11,064 shares; 2026Q1: 10,456 shares; 2026Q2: 10,246 shares 10,246 $1.5M 0.88% -210 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: 16,418 shares; 2024Q4: 16,368 shares; 2025Q1: 15,617 shares; 2025Q2: 15,617 shares; 2025Q3: 15,317 shares; 2025Q4: 29,984 shares; 2026Q1: 30,134 shares; 2026Q2: 29,534 shares 29,534 $1.5M 0.88% -600 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: 12,710 shares; 2024Q4: 12,690 shares; 2025Q1: 12,391 shares; 2025Q2: 12,413 shares; 2025Q3: 12,064 shares; 2025Q4: 11,819 shares; 2026Q1: 11,616 shares; 2026Q2: 10,744 shares 10,744 $1.45M 0.85% -872 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: 31,114 shares; 2024Q4: 61,451 shares; 2025Q1: 53,051 shares; 2025Q2: 52,458 shares; 2025Q3: 50,258 shares; 2025Q4: 50,988 shares; 2026Q1: 51,438 shares; 2026Q2: 51,945 shares 51,945 $1.44M 0.84% +507 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: 21,200 shares; 2024Q4: 20,900 shares; 2025Q1: 19,500 shares; 2025Q2: 18,900 shares; 2025Q3: 15,420 shares; 2025Q4: 15,250 shares; 2026Q1: 15,235 shares; 2026Q2: 15,235 shares 15,235 $1.41M 0.82% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,966 shares; 2024Q4: 5,966 shares; 2025Q1: 5,866 shares; 2025Q2: 5,866 shares; 2025Q3: 5,580 shares; 2025Q4: 5,580 shares; 2026Q1: 5,580 shares; 2026Q2: 5,490 shares 5,490 $1.38M 0.81% -90 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,948 shares; 2024Q4: 4,948 shares; 2025Q1: 4,738 shares; 2025Q2: 4,638 shares; 2025Q3: 4,438 shares; 2025Q4: 3,938 shares; 2026Q1: 4,003 shares; 2026Q2: 3,903 shares 3,903 $1.38M 0.81% -100 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,505 shares; 2024Q4: 45,419 shares; 2025Q1: 41,723 shares; 2025Q2: 41,327 shares; 2025Q3: 40,132 shares; 2025Q4: 40,338 shares; 2026Q1: 39,740 shares; 2026Q2: 37,744 shares 37,744 $1.36M 0.8% -1,996 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: 12,269 shares; 2024Q4: 12,070 shares; 2025Q1: 13,100 shares; 2025Q2: 12,900 shares; 2025Q3: 12,701 shares; 2025Q4: 25,202 shares; 2026Q1: 25,302 shares; 2026Q2: 24,903 shares 24,903 $1.32M 0.78% -399 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: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares; 2026Q2: 11,000 shares 11,000 $1.31M 0.77% +9,625 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: 6,210 shares; 2024Q4: 6,010 shares; 2025Q1: 5,805 shares; 2025Q2: 5,620 shares; 2025Q3: 5,595 shares; 2025Q4: 5,436 shares; 2026Q1: 5,446 shares; 2026Q2: 5,351 shares 5,351 $1.28M 0.75% -95 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: 1,395 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares; 2026Q2: 1,298 shares 1,298 $1.21M 0.71% -12 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,558 shares; 2025Q1: 1,443 shares; 2025Q2: 1,465 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 1,446 shares; 2026Q2: 1,436 shares 1,436 $1.07M 0.63% -10 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: 3,083 shares; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,073 shares; 2025Q3: 2,773 shares; 2025Q4: 2,773 shares; 2026Q1: 2,773 shares; 2026Q2: 2,773 shares 2,773 $1M 0.59% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,848 shares; 2024Q4: 1,848 shares; 2025Q1: 1,857 shares; 2025Q2: 1,898 shares; 2025Q3: 1,678 shares; 2025Q4: 1,348 shares; 2026Q1: 1,348 shares; 2026Q2: 1,333 shares 1,333 $981K 0.58% -15 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: 1,012 shares; 2024Q4: 988 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 968 shares; 2026Q2: 963 shares 963 $974K 0.57% -5 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: 3,388 shares; 2024Q4: 3,188 shares; 2025Q1: 3,188 shares; 2025Q2: 3,088 shares; 2025Q3: 3,088 shares; 2025Q4: 3,088 shares; 2026Q1: 3,088 shares; 2026Q2: 2,938 shares 2,938 $970K 0.57% -150 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: 7,850 shares; 2024Q4: 12,650 shares; 2025Q1: 16,125 shares; 2025Q2: 17,125 shares; 2025Q3: 16,475 shares; 2025Q4: 17,225 shares; 2026Q1: 17,725 shares; 2026Q2: 17,725 shares 17,725 $950K 0.56% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,099 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,101 shares; 2025Q3: 5,101 shares; 2025Q4: 5,102 shares; 2026Q1: 5,117 shares; 2026Q2: 5,083 shares 5,083 $939K 0.55% -34 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: 11,609 shares; 2024Q4: 11,609 shares; 2025Q1: 11,109 shares; 2025Q2: 11,109 shares; 2025Q3: 10,709 shares; 2025Q4: 10,709 shares; 2026Q1: 10,709 shares; 2026Q2: 10,283 shares 10,283 $933K 0.55% -426 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: 12,895 shares; 2024Q4: 12,895 shares; 2025Q1: 11,895 shares; 2025Q2: 11,795 shares; 2025Q3: 10,995 shares; 2025Q4: 10,995 shares; 2026Q1: 11,095 shares; 2026Q2: 10,695 shares 10,695 $884K 0.52% -400 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: 2,679 shares; 2024Q4: 2,679 shares; 2025Q1: 2,524 shares; 2025Q2: 2,710 shares; 2025Q3: 2,273 shares; 2025Q4: 2,184 shares; 2026Q1: 2,195 shares; 2026Q2: 2,095 shares 2,095 $871K 0.51% -100 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,100 shares; 2024Q4: 37,800 shares; 2025Q1: 34,700 shares; 2025Q2: 32,200 shares; 2025Q3: 31,000 shares; 2025Q4: 30,400 shares; 2026Q1: 30,350 shares; 2026Q2: 29,450 shares 29,450 $861K 0.51% -900 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,230 shares; 2024Q4: 27,390 shares; 2025Q1: 22,290 shares; 2025Q2: 21,990 shares; 2025Q3: 21,990 shares; 2025Q4: 21,990 shares; 2026Q1: 21,790 shares; 2026Q2: 23,090 shares 23,090 $851K 0.5% +1,300 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: 3,238 shares; 2024Q4: 3,238 shares; 2025Q1: 3,188 shares; 2025Q2: 3,188 shares; 2025Q3: 3,088 shares; 2025Q4: 3,088 shares; 2026Q1: 3,113 shares; 2026Q2: 3,106 shares 3,106 $845K 0.5% -7 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: 8,574 shares; 2024Q4: 8,574 shares; 2025Q1: 8,574 shares; 2025Q2: 8,574 shares; 2025Q3: 8,344 shares; 2025Q4: 8,344 shares; 2026Q1: 8,394 shares; 2026Q2: 8,194 shares 8,194 $837K 0.49% -200 Timeline Duke Energy Duke Energy More: the full row for Duke Energy Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,641 shares; 2024Q4: 6,641 shares; 2025Q1: 6,541 shares; 2025Q2: 6,541 shares; 2025Q3: 6,541 shares; 2025Q4: 6,291 shares; 2026Q1: 6,291 shares; 2026Q2: 6,291 shares 6,291 $796K 0.47% 0 FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,400 shares; 2024Q4: 33,400 shares; 2025Q1: 30,900 shares; 2025Q2: 28,700 shares; 2025Q3: 27,700 shares; 2025Q4: 27,300 shares; 2026Q1: 27,500 shares; 2026Q2: 27,500 shares 27,500 $749K 0.44% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,099 shares; 2024Q4: 11,099 shares; 2025Q1: 9,924 shares; 2025Q2: 9,299 shares; 2025Q3: 8,484 shares; 2025Q4: 7,909 shares; 2026Q1: 7,534 shares; 2026Q2: 6,959 shares 6,959 $727K 0.43% -575 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: 5,024 shares; 2024Q4: 5,024 shares; 2025Q1: 5,024 shares; 2025Q2: 5,024 shares; 2025Q3: 5,024 shares; 2025Q4: 5,024 shares; 2026Q1: 4,991 shares; 2026Q2: 4,991 shares 4,991 $714K 0.42% 0 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: 4,540 shares; 2024Q4: 4,040 shares; 2025Q1: 3,640 shares; 2025Q2: 3,640 shares; 2025Q3: 3,440 shares; 2025Q4: 3,260 shares; 2026Q1: 3,285 shares; 2026Q2: 3,235 shares 3,235 $713K 0.42% -50 Timeline Cyber Security ETF Cyber Security ETF More: the full row for Cyber Security ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,945 shares; 2024Q4: 6,945 shares; 2025Q1: 6,945 shares; 2025Q2: 6,945 shares; 2025Q3: 6,810 shares; 2025Q4: 6,760 shares; 2026Q1: 6,785 shares; 2026Q2: 6,785 shares 6,785 $712K 0.42% 0 CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,600 shares; 2024Q4: 7,550 shares; 2025Q1: 7,150 shares; 2025Q2: 6,950 shares; 2025Q3: 6,850 shares; 2025Q4: 6,850 shares; 2026Q1: 6,850 shares; 2026Q2: 6,750 shares 6,750 $698K 0.41% -100 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: 2,923 shares; 2024Q4: 2,923 shares; 2025Q1: 2,923 shares; 2025Q2: 2,923 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares; 2026Q1: 2,923 shares; 2026Q2: 2,923 shares 2,923 $659K 0.39% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 639 shares; 2025Q1: 599 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 542 shares; 2026Q1: 548 shares; 2026Q2: 546 shares 546 $655K 0.38% -2 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: 9,140 shares; 2024Q4: 8,840 shares; 2025Q1: 8,440 shares; 2025Q2: 8,240 shares; 2025Q3: 8,040 shares; 2025Q4: 7,840 shares; 2026Q1: 7,890 shares; 2026Q2: 7,690 shares 7,690 $643K 0.38% -200 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,502 shares; 2024Q4: 2,425 shares; 2025Q1: 2,325 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares; 2026Q2: 2,285 shares 2,285 $643K 0.38% -40 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,621 shares; 2024Q4: 9,051 shares; 2025Q1: 9,051 shares; 2025Q2: 9,051 shares; 2025Q3: 8,651 shares; 2025Q4: 7,752 shares; 2026Q1: 7,852 shares; 2026Q2: 7,552 shares 7,552 $624K 0.37% -300 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: 5,689 shares; 2024Q4: 5,678 shares; 2025Q1: 5,678 shares; 2025Q2: 5,678 shares; 2025Q3: 5,678 shares; 2025Q4: 5,478 shares; 2026Q1: 5,478 shares; 2026Q2: 2,739 shares 2,739 $613K 0.36% -2,739 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: 2,341 shares; 2024Q4: 2,341 shares; 2025Q1: 2,136 shares; 2025Q2: 2,051 shares; 2025Q3: 1,851 shares; 2025Q4: 1,851 shares; 2026Q1: 1,852 shares; 2026Q2: 1,859 shares 1,859 $608K 0.36% +7 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: 2,737 shares 2,737 $605K 0.36% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,969 shares; 2024Q4: 4,970 shares; 2025Q1: 4,776 shares; 2025Q2: 4,777 shares; 2025Q3: 4,718 shares; 2025Q4: 4,494 shares; 2026Q1: 4,495 shares; 2026Q2: 4,398 shares 4,398 $601K 0.35% -97 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882 shares; 2024Q4: 768 shares; 2025Q1: 773 shares; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 763 shares; 2026Q1: 766 shares; 2026Q2: 776 shares 776 $586K 0.34% +10 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,784 shares; 2024Q4: 17,895 shares; 2025Q1: 16,095 shares; 2025Q2: 16,095 shares; 2025Q3: 16,095 shares; 2025Q4: 16,107 shares; 2026Q1: 16,107 shares; 2026Q2: 16,107 shares 16,107 $584K 0.34% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,565 shares; 2024Q4: 4,465 shares; 2025Q1: 4,265 shares; 2025Q2: 4,265 shares; 2025Q3: 4,165 shares; 2025Q4: 4,165 shares; 2026Q1: 4,165 shares; 2026Q2: 3,982 shares 3,982 $576K 0.34% -183 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,645 shares 17,645 $560K 0.33% new 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: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,118 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 1,093 shares; 2026Q2: 1,093 shares 1,093 $547K 0.32% 0 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: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares; 2026Q2: 5,900 shares 5,900 $518K 0.3% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 805 shares; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 1,361 shares; 2026Q2: 1,361 shares 1,361 $501K 0.29% 0 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: 1,921 shares; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 2,021 shares; 2026Q1: 2,021 shares; 2026Q2: 2,021 shares 2,021 $491K 0.29% 0 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: 1,299 shares; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,299 shares; 2026Q1: 1,299 shares; 2026Q2: 1,219 shares 1,219 $483K 0.28% -80 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $476K 0.28% 0 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: 3,524 shares; 2024Q4: 3,465 shares; 2025Q1: 2,865 shares; 2025Q2: 2,865 shares; 2025Q3: 2,865 shares; 2025Q4: 2,866 shares; 2026Q1: 2,866 shares; 2026Q2: 2,866 shares 2,866 $475K 0.28% 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: 2,136 shares; 2024Q4: 2,136 shares; 2025Q1: 2,136 shares; 2025Q2: 2,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,136 shares; 2026Q1: 2,136 shares; 2026Q2: 2,036 shares 2,036 $456K 0.27% -100 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 904 shares; 2026Q1: 904 shares; 2026Q2: 3,616 shares 3,616 $449K 0.26% +2,712 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $436K 0.26% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 398 shares; 2026Q1: 403 shares; 2026Q2: 383 shares 383 $434K 0.25% -20 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: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 1,566 shares; 2026Q1: 1,566 shares; 2026Q2: 1,576 shares 1,576 $424K 0.25% +10 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $399K 0.23% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,297 shares; 2024Q4: 6,447 shares; 2025Q1: 6,448 shares; 2025Q2: 6,448 shares; 2025Q3: 5,698 shares; 2025Q4: 5,388 shares; 2026Q1: 5,388 shares; 2026Q2: 5,388 shares 5,388 $395K 0.23% 0 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: 4,800 shares; 2024Q4: 4,700 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $386K 0.23% 0 Timeline VOT 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $368K 0.22% 0 Timeline JNK 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,600 shares 3,600 $347K 0.2% -100 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 16,400 shares 16,400 $345K 0.2% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: not reported; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,725 shares; 2026Q1: 1,725 shares; 2026Q2: 1,725 shares 1,725 $345K 0.2% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,430 shares 2,430 $339K 0.2% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,655 shares; 2024Q4: 4,655 shares; 2025Q1: 4,305 shares; 2025Q2: 3,630 shares; 2025Q3: 3,430 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $333K 0.2% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,657 shares; 2024Q4: 10,478 shares; 2025Q1: 9,578 shares; 2025Q2: 9,578 shares; 2025Q3: 8,478 shares; 2025Q4: 7,478 shares; 2026Q1: 7,578 shares; 2026Q2: 7,473 shares 7,473 $316K 0.19% -105 Timeline VHT 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $299K 0.18% 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: 3,080 shares; 2024Q4: 3,080 shares; 2025Q1: 3,080 shares; 2025Q2: 3,080 shares; 2025Q3: 3,080 shares; 2025Q4: 3,080 shares; 2026Q1: 3,080 shares; 2026Q2: 3,080 shares 3,080 $297K 0.17% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,225 shares; 2024Q4: 3,775 shares; 2025Q1: not reported; 2025Q2: 3,775 shares; 2025Q3: 3,575 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares; 2026Q2: 3,375 shares 3,375 $289K 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares; 2026Q2: 1,545 shares 1,545 $286K 0.17% -135 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,603 shares; 2024Q4: 4,603 shares; 2025Q1: 4,403 shares; 2025Q2: 4,403 shares; 2025Q3: 4,403 shares; 2025Q4: 4,403 shares; 2026Q1: 4,403 shares; 2026Q2: 4,200 shares 4,200 $281K 0.17% -203 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: 1,546 shares; 2024Q4: 1,771 shares; 2025Q1: not reported; 2025Q2: 1,581 shares; 2025Q3: 1,831 shares; 2025Q4: 1,485 shares; 2026Q1: 1,440 shares; 2026Q2: 1,385 shares 1,385 $277K 0.16% -55 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $276K 0.16% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 8,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares; 2026Q2: 7,100 shares 7,100 $263K 0.15% 0 Timeline Morningstar Wide Moat Morningstar Wide Moat More: the full row for Morningstar Wide Moat Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $260K 0.15% 0 DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $254K 0.15% 0 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: 1,100 shares; 2024Q4: 1,050 shares; 2025Q1: 1,045 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 517 shares; 2026Q1: 522 shares; 2026Q2: 451 shares 451 $254K 0.15% -71 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,800 shares; 2025Q2: 8,700 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares; 2026Q2: 8,300 shares 8,300 $253K 0.15% 0 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: 24,400 shares; 2024Q4: 24,400 shares; 2025Q1: 23,400 shares; 2025Q2: 23,400 shares; 2025Q3: 22,500 shares; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares; 2026Q2: 22,500 shares 22,500 $244K 0.14% 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: 1,758 shares; 2026Q1: not reported; 2026Q2: 1,719 shares 1,719 $241K 0.14% 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: 985 shares; 2025Q4: 985 shares; 2026Q1: 985 shares; 2026Q2: 985 shares 985 $239K 0.14% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $237K 0.14% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,150 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares; 2026Q1: 4,850 shares; 2026Q2: 4,850 shares 4,850 $233K 0.14% 0 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: not reported; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares 1,550 $233K 0.14% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,020 shares; 2024Q4: 5,420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,710 shares; 2026Q2: 3,335 shares 3,335 $228K 0.13% -375 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,543 shares; 2024Q4: 3,543 shares; 2025Q1: not reported; 2025Q2: 3,543 shares; 2025Q3: 3,543 shares; 2025Q4: 5,314 shares; 2026Q1: 5,314 shares; 2026Q2: 5,314 shares 5,314 $226K 0.13% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 900 shares 900 $214K 0.13% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 3,992 shares; 2025Q4: not reported; 2026Q1: 3,882 shares; 2026Q2: 3,882 shares 3,882 $210K 0.12% 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: 500 shares; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $209K 0.12% 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: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares 1,325 $208K 0.12% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 900 shares 900 $200K 0.12% new Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,000 shares; 2024Q4: 38,000 shares; 2025Q1: 38,000 shares; 2025Q2: 38,000 shares; 2025Q3: 36,100 shares; 2025Q4: 36,100 shares; 2026Q1: 32,975 shares; 2026Q2: 32,975 shares 32,975 $120K 0.07% 0 Timeline