IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,644 shares; 2024Q4: 57,423 shares; 2025Q1: 55,675 shares; 2025Q2: 57,013 shares; 2025Q3: 59,166 shares; 2025Q4: 59,065 shares; 2026Q1: 58,335 shares; 2026Q2: 59,122 shares 59,122 $44.3M 11.51% +787 Timeline SPYV 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: 424,916 shares; 2024Q4: 412,678 shares; 2025Q1: 340,861 shares; 2025Q2: 344,305 shares; 2025Q3: 345,332 shares; 2025Q4: 343,394 shares; 2026Q1: 334,493 shares; 2026Q2: 332,851 shares 332,851 $20.2M 5.26% -1,642 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: 283,037 shares; 2024Q4: 274,558 shares; 2025Q1: 259,460 shares; 2025Q2: 255,163 shares; 2025Q3: 245,362 shares; 2025Q4: 236,562 shares; 2026Q1: 231,239 shares; 2026Q2: 222,838 shares 222,838 $19.6M 5.09% -8,401 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,425 shares; 2024Q4: 223,805 shares; 2025Q1: 231,210 shares; 2025Q2: 237,252 shares; 2025Q3: 248,037 shares; 2025Q4: 249,501 shares; 2026Q1: 243,292 shares; 2026Q2: 243,117 shares 243,117 $18.7M 4.87% -175 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,163 shares; 2024Q4: 166,610 shares; 2025Q1: 172,153 shares; 2025Q2: 176,072 shares; 2025Q3: 181,937 shares; 2025Q4: 180,988 shares; 2026Q1: 175,739 shares; 2026Q2: 177,687 shares 177,687 $18.3M 4.75% +1,948 Timeline SPSM 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: 259,063 shares; 2024Q4: 257,652 shares; 2025Q1: 265,887 shares; 2025Q2: 288,546 shares; 2025Q3: 297,198 shares; 2025Q4: 296,955 shares; 2026Q1: 292,052 shares; 2026Q2: 291,056 shares 291,056 $16.8M 4.36% -996 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455,536 shares; 2024Q4: 458,278 shares; 2025Q1: 470,591 shares; 2025Q2: 469,153 shares; 2025Q3: 483,346 shares; 2025Q4: 482,267 shares; 2026Q1: 498,933 shares; 2026Q2: 516,289 shares 516,289 $13M 3.39% +17,356 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,557 shares; 2024Q4: 303,895 shares; 2025Q1: 314,935 shares; 2025Q2: 417,279 shares; 2025Q3: 516,460 shares; 2025Q4: 524,522 shares; 2026Q1: 543,324 shares; 2026Q2: 562,587 shares 562,587 $13M 3.39% +19,263 Timeline SPMD 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: 186,092 shares; 2024Q4: 181,131 shares; 2025Q1: 175,581 shares; 2025Q2: 176,356 shares; 2025Q3: 172,549 shares; 2025Q4: 167,745 shares; 2026Q1: 162,578 shares; 2026Q2: 157,413 shares 157,413 $10.6M 2.76% -5,165 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,358 shares; 2026Q2: 433,744 shares 433,744 $9.04M 2.35% +397,386 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,718 shares; 2024Q4: 166,469 shares; 2025Q1: 168,099 shares; 2025Q2: 167,264 shares; 2025Q3: 169,523 shares; 2025Q4: 168,728 shares; 2026Q1: 173,132 shares; 2026Q2: 173,379 shares 173,379 $8.85M 2.3% +247 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490,420 shares; 2024Q4: 493,980 shares; 2025Q1: 499,581 shares; 2025Q2: 459,995 shares; 2025Q3: 444,891 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 363,900 shares 363,900 $8.81M 2.29% new Timeline CWB 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: 100,917 shares; 2024Q4: 99,605 shares; 2025Q1: 96,638 shares; 2025Q2: 93,904 shares; 2025Q3: 91,116 shares; 2025Q4: 89,134 shares; 2026Q1: 86,438 shares; 2026Q2: 80,797 shares 80,797 $8.71M 2.26% -5,641 Timeline VRP 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: 339,448 shares; 2024Q4: 333,901 shares; 2025Q1: 334,107 shares; 2025Q2: 333,082 shares; 2025Q3: 335,285 shares; 2025Q4: 333,789 shares; 2026Q1: 340,990 shares; 2026Q2: 343,905 shares 343,905 $8.36M 2.17% +2,915 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: 152,980 shares; 2024Q4: 151,992 shares; 2025Q1: 147,712 shares; 2025Q2: 141,898 shares; 2025Q3: 139,167 shares; 2025Q4: 132,054 shares; 2026Q1: 118,639 shares; 2026Q2: 115,808 shares 115,808 $8.25M 2.14% -2,831 Timeline SPEM 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: 149,275 shares; 2024Q4: 149,570 shares; 2025Q1: 154,946 shares; 2025Q2: 157,076 shares; 2025Q3: 161,580 shares; 2025Q4: 159,402 shares; 2026Q1: 155,218 shares; 2026Q2: 155,783 shares 155,783 $8.07M 2.1% +565 Timeline IBDV 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: 118,379 shares; 2025Q3: 219,519 shares; 2025Q4: 228,521 shares; 2026Q1: 242,413 shares; 2026Q2: 356,462 shares 356,462 $7.77M 2.02% +114,049 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,916 shares; 2024Q4: 23,961 shares; 2025Q1: 29,398 shares; 2025Q2: 28,945 shares; 2025Q3: 28,961 shares; 2025Q4: 28,252 shares; 2026Q1: 28,586 shares; 2026Q2: 26,511 shares 26,511 $7.67M 1.99% -2,075 Timeline JPIB 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: 146,970 shares; 2024Q4: 145,628 shares; 2025Q1: 148,258 shares; 2025Q2: 147,177 shares; 2025Q3: 148,769 shares; 2025Q4: 148,100 shares; 2026Q1: 151,601 shares; 2026Q2: 153,939 shares 153,939 $7.44M 1.93% +2,338 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: 22,178 shares; 2024Q4: 21,861 shares; 2025Q1: 21,625 shares; 2025Q2: 20,340 shares; 2025Q3: 19,367 shares; 2025Q4: 37,990 shares; 2026Q1: 36,479 shares; 2026Q2: 35,249 shares 35,249 $6.72M 1.75% -1,230 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,639 shares; 2024Q4: 122,344 shares; 2025Q1: 123,934 shares; 2025Q2: 123,857 shares; 2025Q3: 125,164 shares; 2025Q4: 125,460 shares; 2026Q1: 129,801 shares; 2026Q2: 126,416 shares 126,416 $5.09M 1.32% -3,385 Timeline JPST 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: 126,568 shares; 2024Q4: 113,280 shares; 2025Q1: 107,739 shares; 2025Q2: 103,194 shares; 2025Q3: 101,895 shares; 2025Q4: 89,136 shares; 2026Q1: 89,309 shares; 2026Q2: 98,179 shares 98,179 $4.96M 1.29% +8,870 Timeline BBHY 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: 127,761 shares; 2024Q4: 121,506 shares; 2025Q1: 118,562 shares; 2025Q2: 115,019 shares; 2025Q3: 112,544 shares; 2025Q4: 108,381 shares; 2026Q1: 108,184 shares; 2026Q2: 105,925 shares 105,925 $4.88M 1.27% -2,259 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,498 shares; 2024Q4: 57,670 shares; 2025Q1: 58,386 shares; 2025Q2: 60,368 shares; 2025Q3: 64,784 shares; 2025Q4: 65,261 shares; 2026Q1: 66,444 shares; 2026Q2: 67,817 shares 67,817 $4.51M 1.17% +1,373 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,563 shares; 2025Q1: 67,104 shares; 2025Q2: 71,170 shares; 2025Q3: 74,041 shares; 2025Q4: 75,761 shares; 2026Q1: 76,662 shares; 2026Q2: 79,364 shares 79,364 $4.48M 1.16% +2,702 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: 52,388 shares; 2024Q4: 51,471 shares; 2025Q1: 50,169 shares; 2025Q2: 48,681 shares; 2025Q3: 47,035 shares; 2025Q4: 46,134 shares; 2026Q1: 45,211 shares; 2026Q2: 44,472 shares 44,472 $4.29M 1.11% -739 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,726 shares; 2024Q4: 36,706 shares; 2025Q1: 35,743 shares; 2025Q2: 35,085 shares; 2025Q3: 34,593 shares; 2025Q4: 32,722 shares; 2026Q1: 29,921 shares; 2026Q2: 28,391 shares 28,391 $4.21M 1.09% -1,530 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: 10,200 shares; 2024Q4: 9,097 shares; 2025Q1: 8,736 shares; 2025Q2: 8,424 shares; 2025Q3: 8,061 shares; 2025Q4: 7,143 shares; 2026Q1: 5,981 shares; 2026Q2: 5,627 shares 5,627 $4.2M 1.09% -354 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: 11,039 shares; 2024Q4: 10,583 shares; 2025Q1: 10,485 shares; 2025Q2: 9,991 shares; 2025Q3: 9,812 shares; 2025Q4: 9,804 shares; 2026Q1: 9,887 shares; 2026Q2: 9,139 shares 9,139 $2.99M 0.78% -748 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: 35,044 shares; 2024Q4: 33,939 shares; 2025Q1: 32,984 shares; 2025Q2: 31,163 shares; 2025Q3: 27,027 shares; 2025Q4: 26,679 shares; 2026Q1: 25,293 shares; 2026Q2: 23,064 shares 23,064 $2.61M 0.68% -2,229 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,776 shares; 2024Q4: 11,676 shares; 2025Q1: 11,377 shares; 2025Q2: 10,463 shares; 2025Q3: 10,621 shares; 2025Q4: 20,842 shares; 2026Q1: 20,552 shares; 2026Q2: 20,464 shares 20,464 $2.4M 0.62% -88 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,172 shares; 2024Q4: 7,015 shares; 2025Q1: 6,955 shares; 2025Q2: 6,752 shares; 2025Q3: 6,481 shares; 2025Q4: 6,150 shares; 2026Q1: 5,615 shares; 2026Q2: 4,953 shares 4,953 $2.37M 0.61% -662 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: 16,175 shares; 2024Q4: 15,960 shares; 2025Q1: 15,944 shares; 2025Q2: 15,027 shares; 2025Q3: 15,169 shares; 2025Q4: 15,172 shares; 2026Q1: 14,553 shares; 2026Q2: 14,690 shares 14,690 $2.33M 0.61% +137 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $2.24M 0.58% 0 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: 18,734 shares; 2024Q4: 22,832 shares; 2025Q1: 27,898 shares; 2025Q2: 33,407 shares; 2025Q3: 39,228 shares; 2025Q4: 42,431 shares; 2026Q1: 52,577 shares; 2026Q2: 59,375 shares 59,375 $2.2M 0.57% +6,798 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: 5,324 shares; 2024Q4: 5,141 shares; 2025Q1: 4,754 shares; 2025Q2: 4,647 shares; 2025Q3: 4,568 shares; 2025Q4: 4,540 shares; 2026Q1: 4,381 shares; 2026Q2: 4,158 shares 4,158 $2.17M 0.56% -223 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: 9,708 shares; 2024Q4: 9,534 shares; 2025Q1: 8,447 shares; 2025Q2: 7,950 shares; 2025Q3: 7,114 shares; 2025Q4: 6,844 shares; 2026Q1: 6,554 shares; 2026Q2: 5,598 shares 5,598 $2.11M 0.55% -956 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,454 shares; 2024Q4: 2,345 shares; 2025Q1: 2,298 shares; 2025Q2: 2,178 shares; 2025Q3: 2,154 shares; 2025Q4: 2,155 shares; 2026Q1: 2,108 shares; 2026Q2: 1,872 shares 1,872 $1.99M 0.52% -236 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: 43,802 shares; 2024Q4: 42,853 shares; 2025Q1: 41,025 shares; 2025Q2: 37,468 shares; 2025Q3: 38,307 shares; 2025Q4: 38,075 shares; 2026Q1: 37,001 shares; 2026Q2: 36,867 shares 36,867 $1.98M 0.51% -134 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,691 shares; 2024Q4: 4,850 shares; 2025Q1: 4,689 shares; 2025Q2: 4,669 shares; 2025Q3: 4,643 shares; 2025Q4: 4,873 shares; 2026Q1: 5,091 shares; 2026Q2: 5,034 shares 5,034 $1.88M 0.49% -57 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,497 shares; 2024Q4: 21,836 shares; 2025Q1: 22,137 shares; 2025Q2: 19,733 shares; 2025Q3: 19,696 shares; 2025Q4: 18,782 shares; 2026Q1: 17,954 shares; 2026Q2: 17,689 shares 17,689 $1.84M 0.48% -265 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: 17,570 shares; 2024Q4: 16,882 shares; 2025Q1: 16,666 shares; 2025Q2: 16,147 shares; 2025Q3: 15,501 shares; 2025Q4: 15,530 shares; 2026Q1: 15,582 shares; 2026Q2: 14,216 shares 14,216 $1.83M 0.47% -1,366 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: 11,023 shares; 2024Q4: 10,791 shares; 2025Q1: 10,798 shares; 2025Q2: 9,495 shares; 2025Q3: 9,562 shares; 2025Q4: 9,501 shares; 2026Q1: 9,224 shares; 2026Q2: 9,150 shares 9,150 $1.69M 0.44% -74 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,219 shares; 2024Q4: 11,209 shares; 2025Q1: 11,254 shares; 2025Q2: 12,255 shares; 2025Q3: 12,747 shares; 2025Q4: 12,073 shares; 2026Q1: 12,364 shares; 2026Q2: 12,792 shares 12,792 $1.56M 0.4% +428 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: 32,273 shares; 2024Q4: 31,781 shares; 2025Q1: 30,801 shares; 2025Q2: 30,165 shares; 2025Q3: 29,427 shares; 2025Q4: 28,364 shares; 2026Q1: 25,420 shares; 2026Q2: 24,077 shares 24,077 $1.44M 0.37% -1,343 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: 7,242 shares; 2024Q4: 7,254 shares; 2025Q1: 6,964 shares; 2025Q2: 7,012 shares; 2025Q3: 5,820 shares; 2025Q4: 5,778 shares; 2026Q1: 5,871 shares; 2026Q2: 5,655 shares 5,655 $1.44M 0.37% -216 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: 2,860 shares; 2024Q4: 3,322 shares; 2025Q1: 3,879 shares; 2025Q2: 4,580 shares; 2025Q3: 5,219 shares; 2025Q4: 5,565 shares; 2026Q1: 5,827 shares; 2026Q2: 5,748 shares 5,748 $1.37M 0.36% -79 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: 1,792 shares; 2024Q4: 1,623 shares; 2025Q1: 1,580 shares; 2025Q2: 1,556 shares; 2025Q3: 1,485 shares; 2025Q4: 1,480 shares; 2026Q1: 1,464 shares; 2026Q2: 1,320 shares 1,320 $1.34M 0.35% -144 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: 18,900 shares; 2024Q4: 18,034 shares; 2025Q1: 17,981 shares; 2025Q2: 17,310 shares; 2025Q3: 17,288 shares; 2025Q4: 17,347 shares; 2026Q1: 17,519 shares; 2026Q2: 15,882 shares 15,882 $1.29M 0.34% -1,637 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: 1,243 shares; 2024Q4: 1,254 shares; 2025Q1: 1,374 shares; 2025Q2: 1,528 shares; 2025Q3: 1,593 shares; 2025Q4: 3,710 shares; 2026Q1: 3,720 shares; 2026Q2: 3,307 shares 3,307 $1.2M 0.31% -413 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: 7,493 shares; 2024Q4: 7,443 shares; 2025Q1: 7,439 shares; 2025Q2: 7,403 shares; 2025Q3: 7,388 shares; 2025Q4: 7,229 shares; 2026Q1: 7,189 shares; 2026Q2: 6,941 shares 6,941 $1.14M 0.3% -248 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,712 shares; 2024Q4: 3,729 shares; 2025Q1: 3,606 shares; 2025Q2: 3,486 shares; 2025Q3: 3,487 shares; 2025Q4: 3,480 shares; 2026Q1: 3,482 shares; 2026Q2: 3,307 shares 3,307 $1.13M 0.29% -175 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399,834 shares; 2024Q4: 403,917 shares; 2025Q1: 407,958 shares; 2025Q2: 404,576 shares; 2025Q3: 414,832 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,547 shares 46,547 $1.13M 0.29% new 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: 13,180 shares; 2024Q4: 13,115 shares; 2025Q1: 12,796 shares; 2025Q2: 12,695 shares; 2025Q3: 12,720 shares; 2025Q4: 12,425 shares; 2026Q1: 11,878 shares; 2026Q2: 11,573 shares 11,573 $1.12M 0.29% -305 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: 6,011 shares; 2024Q4: 6,010 shares; 2025Q1: 5,966 shares; 2025Q2: 5,876 shares; 2025Q3: 4,411 shares; 2025Q4: 4,466 shares; 2026Q1: 4,533 shares; 2026Q2: 4,098 shares 4,098 $1.11M 0.29% -435 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: 6,578 shares; 2024Q4: 6,299 shares; 2025Q1: 6,421 shares; 2025Q2: 6,327 shares; 2025Q3: 6,330 shares; 2025Q4: 6,682 shares; 2026Q1: 6,951 shares; 2026Q2: 6,300 shares 6,300 $1.04M 0.27% -651 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,891 shares; 2024Q4: 12,892 shares; 2025Q1: 12,990 shares; 2025Q2: 11,562 shares; 2025Q3: 11,749 shares; 2025Q4: 12,664 shares; 2026Q1: 12,433 shares; 2026Q2: 12,556 shares 12,556 $1.04M 0.27% +123 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: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,047 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,022 shares; 2026Q1: 2,004 shares; 2026Q2: 12,022 shares 12,022 $1.04M 0.27% +10,018 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,669 shares; 2024Q4: 4,644 shares; 2025Q1: 4,680 shares; 2025Q2: 4,555 shares; 2025Q3: 4,523 shares; 2025Q4: 4,486 shares; 2026Q1: 4,437 shares; 2026Q2: 4,112 shares 4,112 $1.01M 0.26% -325 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: 9,743 shares; 2024Q4: 9,590 shares; 2025Q1: 9,480 shares; 2025Q2: 9,303 shares; 2025Q3: 6,874 shares; 2025Q4: 7,018 shares; 2026Q1: 7,155 shares; 2026Q2: 6,659 shares 6,659 $976K 0.25% -496 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: 10,198 shares; 2024Q4: 9,751 shares; 2025Q1: 9,170 shares; 2025Q2: 8,845 shares; 2025Q3: 7,763 shares; 2025Q4: 7,691 shares; 2026Q1: 7,645 shares; 2026Q2: 6,957 shares 6,957 $951K 0.25% -688 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: 10,857 shares; 2024Q4: 9,694 shares; 2025Q1: 9,225 shares; 2025Q2: 8,798 shares; 2025Q3: 9,621 shares; 2025Q4: 8,690 shares; 2026Q1: 8,674 shares; 2026Q2: 7,907 shares 7,907 $929K 0.24% -767 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: 3,789 shares; 2024Q4: 3,481 shares; 2025Q1: 3,583 shares; 2025Q2: 3,476 shares; 2025Q3: 3,469 shares; 2025Q4: 3,064 shares; 2026Q1: 3,058 shares; 2026Q2: 3,041 shares 3,041 $914K 0.24% -17 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares; 2026Q2: 6,300 shares 6,300 $910K 0.24% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,456 shares; 2024Q4: 2,309 shares; 2025Q1: 2,456 shares; 2025Q2: 2,536 shares; 2025Q3: 2,550 shares; 2025Q4: 2,581 shares; 2026Q1: 2,743 shares; 2026Q2: 2,419 shares 2,419 $853K 0.22% -324 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,562 shares; 2024Q4: 2,570 shares; 2025Q1: 2,619 shares; 2025Q2: 2,628 shares; 2025Q3: 2,635 shares; 2025Q4: 2,799 shares; 2026Q1: 3,118 shares; 2026Q2: 3,129 shares 3,129 $788K 0.2% +11 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: 5,992 shares; 2024Q4: 5,975 shares; 2025Q1: 5,975 shares; 2025Q2: 5,943 shares; 2025Q3: 5,892 shares; 2025Q4: 5,941 shares; 2026Q1: 5,803 shares; 2026Q2: 5,304 shares 5,304 $759K 0.2% -499 Timeline BRK-A 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 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.19% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,011 shares; 2024Q4: 6,023 shares; 2025Q1: 6,036 shares; 2025Q2: 5,981 shares; 2025Q3: 5,963 shares; 2025Q4: 5,896 shares; 2026Q1: 5,943 shares; 2026Q2: 5,495 shares 5,495 $744K 0.19% -448 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: 3,641 shares; 2024Q4: 3,623 shares; 2025Q1: 3,493 shares; 2025Q2: 3,482 shares; 2025Q3: 3,411 shares; 2025Q4: 3,405 shares; 2026Q1: 3,410 shares; 2026Q2: 3,379 shares 3,379 $736K 0.19% -31 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,838 shares; 2024Q4: 2,843 shares; 2025Q1: 2,874 shares; 2025Q2: 2,798 shares; 2025Q3: 2,798 shares; 2025Q4: 2,798 shares; 2026Q1: 2,672 shares; 2026Q2: 2,587 shares 2,587 $727K 0.19% -85 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: 8,831 shares; 2024Q4: 8,679 shares; 2025Q1: 8,763 shares; 2025Q2: 7,986 shares; 2025Q3: 8,296 shares; 2025Q4: 16,567 shares; 2026Q1: 14,612 shares; 2026Q2: 13,675 shares 13,675 $726K 0.19% -937 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,539 shares 3,539 $671K 0.17% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 292 shares 292 $664K 0.17% new 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: 2,312 shares; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 2,312 shares; 2025Q3: 1,982 shares; 2025Q4: 2,003 shares; 2026Q1: 1,773 shares; 2026Q2: 1,773 shares 1,773 $653K 0.17% 0 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: 4,822 shares; 2024Q4: 4,825 shares; 2025Q1: 5,015 shares; 2025Q2: 5,015 shares; 2025Q3: 4,826 shares; 2025Q4: 5,124 shares; 2026Q1: 4,875 shares; 2026Q2: 4,614 shares 4,614 $625K 0.16% -261 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: 7,795 shares; 2024Q4: 7,756 shares; 2025Q1: 7,605 shares; 2025Q2: 7,489 shares; 2025Q3: 7,421 shares; 2025Q4: 14,546 shares; 2026Q1: 13,648 shares; 2026Q2: 13,541 shares 13,541 $614K 0.16% -107 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: 913 shares; 2024Q4: 1,036 shares; 2025Q1: 915 shares; 2025Q2: 951 shares; 2025Q3: 898 shares; 2025Q4: 896 shares; 2026Q1: 876 shares; 2026Q2: 828 shares 828 $610K 0.16% -48 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: 886 shares; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 1,206 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $600K 0.16% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,313 shares 5,313 $567K 0.15% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 875 shares; 2026Q2: 875 shares 875 $559K 0.15% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,565 shares; 2025Q3: 2,965 shares; 2025Q4: 2,709 shares; 2026Q1: 2,709 shares; 2026Q2: 2,724 shares 2,724 $545K 0.14% +15 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: 5,455 shares; 2024Q4: 5,422 shares; 2025Q1: 5,619 shares; 2025Q2: 5,789 shares; 2025Q3: 5,861 shares; 2025Q4: 11,318 shares; 2026Q1: 10,808 shares; 2026Q2: 10,715 shares 10,715 $545K 0.14% -93 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: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 1,172 shares; 2025Q2: 1,231 shares; 2025Q3: 1,289 shares; 2025Q4: 1,402 shares; 2026Q1: 1,325 shares; 2026Q2: 1,272 shares 1,272 $535K 0.14% -53 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: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,077 shares; 2025Q2: 1,077 shares; 2025Q3: 965 shares; 2025Q4: 941 shares; 2026Q1: 941 shares; 2026Q2: 941 shares 941 $530K 0.14% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,647 shares; 2024Q4: 6,188 shares; 2025Q1: 6,170 shares; 2025Q2: 6,170 shares; 2025Q3: 6,170 shares; 2025Q4: 4,824 shares; 2026Q1: 4,867 shares; 2026Q2: 4,803 shares 4,803 $530K 0.14% -64 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: 12,768 shares; 2024Q4: 11,213 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,736 shares 3,736 $522K 0.14% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,722 shares; 2024Q4: 1,626 shares; 2025Q1: 1,529 shares; 2025Q2: 1,529 shares; 2025Q3: 1,474 shares; 2025Q4: 1,575 shares; 2026Q1: 1,776 shares; 2026Q2: 1,524 shares 1,524 $516K 0.13% -252 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: 3,456 shares; 2024Q4: 3,458 shares; 2025Q1: 3,461 shares; 2025Q2: 3,465 shares; 2025Q3: 3,958 shares; 2025Q4: 3,485 shares; 2026Q1: 3,488 shares; 2026Q2: 3,491 shares 3,491 $512K 0.13% +3 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: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 762 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 503 shares; 2026Q1: 503 shares; 2026Q2: 503 shares 503 $471K 0.12% 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: 3,232 shares; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares; 2025Q2: 3,016 shares; 2025Q3: 3,127 shares; 2025Q4: 3,116 shares; 2026Q1: 2,942 shares; 2026Q2: 2,320 shares 2,320 $429K 0.11% -622 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: 2,548 shares; 2024Q4: 2,286 shares; 2025Q1: 2,247 shares; 2025Q2: 2,229 shares; 2025Q3: 1,775 shares; 2025Q4: 1,752 shares; 2026Q1: 1,754 shares; 2026Q2: 1,443 shares 1,443 $406K 0.11% -311 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: 1,376 shares; 2024Q4: 1,303 shares; 2025Q1: 1,351 shares; 2025Q2: 1,339 shares; 2025Q3: 1,324 shares; 2025Q4: 1,339 shares; 2026Q1: 1,466 shares; 2026Q2: 1,228 shares 1,228 $406K 0.11% -238 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,143 shares; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: 4,143 shares; 2025Q3: 4,143 shares; 2025Q4: 4,143 shares; 2026Q1: 4,143 shares; 2026Q2: 4,143 shares 4,143 $380K 0.1% 0 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: not reported; 2024Q4: 1,239 shares; 2025Q1: not reported; 2025Q2: 1,177 shares; 2025Q3: 1,176 shares; 2025Q4: 1,077 shares; 2026Q1: 1,052 shares; 2026Q2: 1,057 shares 1,057 $378K 0.1% +5 Timeline SPSB 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: 12,112 shares; 2024Q4: 12,111 shares; 2025Q1: 12,112 shares; 2025Q2: 11,862 shares; 2025Q3: 11,861 shares; 2025Q4: 11,787 shares; 2026Q1: 11,472 shares; 2026Q2: 11,471 shares 11,471 $344K 0.09% -1 Timeline IBHH 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: 10,137 shares; 2026Q1: 10,161 shares; 2026Q2: 14,561 shares 14,561 $342K 0.09% +4,400 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,487 shares; 2024Q4: 7,347 shares; 2025Q1: 6,924 shares; 2025Q2: 6,684 shares; 2025Q3: 6,447 shares; 2025Q4: 6,379 shares; 2026Q1: 6,103 shares; 2026Q2: 6,611 shares 6,611 $335K 0.09% +508 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: 1,334 shares; 2024Q4: 1,316 shares; 2025Q1: 1,442 shares; 2025Q2: 1,442 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares; 2026Q2: 1,410 shares 1,410 $334K 0.09% 0 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,433 shares; 2024Q4: 12,059 shares; 2025Q1: 12,490 shares; 2025Q2: 12,041 shares; 2025Q3: 12,126 shares; 2025Q4: 10,900 shares; 2026Q1: 11,050 shares; 2026Q2: 14,892 shares 14,892 $329K 0.09% +3,842 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 929 shares; 2026Q2: 929 shares 929 $328K 0.09% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,748 shares; 2025Q2: 3,896 shares; 2025Q3: 3,897 shares; 2025Q4: 3,899 shares; 2026Q1: 3,900 shares; 2026Q2: 1,933 shares 1,933 $313K 0.08% -1,967 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,790 shares 3,790 $313K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231 shares; 2026Q1: 259 shares; 2026Q2: 260 shares 260 $312K 0.08% +1 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: 3,035 shares; 2025Q2: 3,035 shares; 2025Q3: 3,010 shares; 2025Q4: 3,010 shares; 2026Q1: 3,010 shares; 2026Q2: 3,010 shares 3,010 $311K 0.08% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452 shares; 2024Q4: 492 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 547 shares; 2025Q4: 457 shares; 2026Q1: 453 shares; 2026Q2: 453 shares 453 $311K 0.08% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares; 2026Q1: 1,136 shares; 2026Q2: 1,136 shares 1,136 $309K 0.08% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 225 shares; 2026Q2: 225 shares 225 $306K 0.08% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,539 shares; 2025Q4: 1,556 shares; 2026Q1: 1,572 shares; 2026Q2: 1,539 shares 1,539 $292K 0.08% -33 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: 255 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: not reported; 2026Q2: 255 shares 255 $289K 0.08% new 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: 8,775 shares; 2024Q4: 8,003 shares; 2025Q1: 7,319 shares; 2025Q2: 6,222 shares; 2025Q3: 5,994 shares; 2025Q4: 4,783 shares; 2026Q1: 4,224 shares; 2026Q2: 4,059 shares 4,059 $278K 0.07% -165 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,387 shares; 2024Q4: 16,387 shares; 2025Q1: 16,387 shares; 2025Q2: 14,387 shares; 2025Q3: 14,387 shares; 2025Q4: 13,276 shares; 2026Q1: 13,276 shares; 2026Q2: 13,276 shares 13,276 $275K 0.07% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,843 shares; 2024Q4: 2,843 shares; 2025Q1: 2,843 shares; 2025Q2: 5,686 shares; 2025Q3: 5,686 shares; 2025Q4: 5,686 shares; 2026Q1: 5,686 shares; 2026Q2: 5,686 shares 5,686 $273K 0.07% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,857 shares; 2024Q4: 1,857 shares; 2025Q1: 1,857 shares; 2025Q2: 1,858 shares; 2025Q3: 1,857 shares; 2025Q4: 1,858 shares; 2026Q1: 1,859 shares; 2026Q2: 1,859 shares 1,859 $272K 0.07% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 763 shares; 2026Q2: 763 shares 763 $270K 0.07% 0 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS 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: 1,000 shares; 2026Q2: 885 shares 885 $266K 0.07% -115 Timeline IBHI 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: 11,330 shares 11,330 $265K 0.07% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,238 shares; 2024Q4: 2,241 shares; 2025Q1: 2,261 shares; 2025Q2: 2,248 shares; 2025Q3: 2,250 shares; 2025Q4: 2,463 shares; 2026Q1: 2,885 shares; 2026Q2: 2,890 shares 2,890 $262K 0.07% +5 Timeline BBCB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,522 shares 5,522 $250K 0.07% new 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: 6,307 shares; 2024Q4: 6,274 shares; 2025Q1: 5,488 shares; 2025Q2: 5,154 shares; 2025Q3: 4,953 shares; 2025Q4: 4,740 shares; 2026Q1: 4,598 shares; 2026Q2: 3,083 shares 3,083 $244K 0.06% -1,515 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: 660 shares; 2024Q4: 699 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 638 shares; 2025Q4: 612 shares; 2026Q1: 603 shares; 2026Q2: 592 shares 592 $243K 0.06% -11 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501 shares; 2024Q4: 464 shares; 2025Q1: 434 shares; 2025Q2: 393 shares; 2025Q3: 368 shares; 2025Q4: 342 shares; 2026Q1: 336 shares; 2026Q2: 335 shares 335 $236K 0.06% -1 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 2,985 shares; 2025Q1: 2,986 shares; 2025Q2: 2,831 shares; 2025Q3: 2,894 shares; 2025Q4: 2,895 shares; 2026Q1: 2,895 shares; 2026Q2: 2,894 shares 2,894 $226K 0.06% -1 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $214K 0.06% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,494 shares; 2025Q3: 2,500 shares; 2025Q4: 2,513 shares; 2026Q1: not reported; 2026Q2: 2,575 shares 2,575 $206K 0.05% new Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,286 shares; 2024Q4: 21,831 shares; 2025Q1: 21,825 shares; 2025Q2: 21,329 shares; 2025Q3: 20,882 shares; 2025Q4: 20,553 shares; 2026Q1: 18,768 shares; 2026Q2: 14,712 shares 14,712 $193K 0.05% -4,056 Timeline ACHV ACHIEVE LIFE SCIENCE INC More: the full row for ACHIEVE LIFE SCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,817 shares; 2024Q4: 10,817 shares; 2025Q1: 10,817 shares; 2025Q2: 10,817 shares; 2025Q3: 10,817 shares; 2025Q4: 10,817 shares; 2026Q1: 10,817 shares; 2026Q2: 10,817 shares 10,817 $70.6K 0.02% 0 Timeline