IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,936 shares; 2024Q4: 113,843 shares; 2025Q1: 115,326 shares; 2025Q2: 142,406 shares; 2025Q3: 129,884 shares; 2025Q4: 125,815 shares; 2026Q1: 127,455 shares; 2026Q2: 127,047 shares 127,047 $95.1M 15.25% -408 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,492 shares; 2024Q4: 272,053 shares; 2025Q1: 269,746 shares; 2025Q2: 268,401 shares; 2025Q3: 265,568 shares; 2025Q4: 258,447 shares; 2026Q1: 265,494 shares; 2026Q2: 264,601 shares 264,601 $60.1M 9.63% -893 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870,655 shares; 2024Q4: 863,444 shares; 2025Q1: 845,346 shares; 2025Q2: 625,493 shares; 2025Q3: 633,666 shares; 2025Q4: 612,602 shares; 2026Q1: 601,586 shares; 2026Q2: 602,848 shares 602,848 $53.7M 8.6% +1,262 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,258 shares; 2024Q4: 519,855 shares; 2025Q1: 510,064 shares; 2025Q2: 412,232 shares; 2025Q3: 437,996 shares; 2025Q4: 450,200 shares; 2026Q1: 449,359 shares; 2026Q2: 448,532 shares 448,532 $44.4M 7.12% -827 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,019 shares; 2024Q4: 324,612 shares; 2025Q1: 315,050 shares; 2025Q2: 312,922 shares; 2025Q3: 309,320 shares; 2025Q4: 305,248 shares; 2026Q1: 294,047 shares; 2026Q2: 292,223 shares 292,223 $40.2M 6.44% -1,824 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: 68,592 shares; 2024Q4: 68,592 shares; 2025Q1: 547,680 shares; 2025Q2: 585,747 shares; 2025Q3: 569,816 shares; 2025Q4: 548,827 shares; 2026Q1: 546,611 shares; 2026Q2: 547,167 shares 547,167 $37.4M 6% +556 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: 46,355 shares; 2024Q4: 48,355 shares; 2025Q1: 45,858 shares; 2025Q2: 45,735 shares; 2025Q3: 45,678 shares; 2025Q4: 44,875 shares; 2026Q1: 45,088 shares; 2026Q2: 45,009 shares 45,009 $33.6M 5.39% -79 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: 507,563 shares; 2024Q4: 507,563 shares; 2025Q1: 534,098 shares; 2025Q2: 500,872 shares; 2025Q3: 546,082 shares; 2025Q4: 573,747 shares; 2026Q1: 596,651 shares; 2026Q2: 596,651 shares 596,651 $30.2M 4.84% 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: 269,651 shares; 2024Q4: 269,221 shares; 2025Q1: 229,664 shares; 2025Q2: 236,098 shares; 2025Q3: 222,511 shares; 2025Q4: 222,155 shares; 2026Q1: 214,284 shares; 2026Q2: 213,419 shares 213,419 $23.5M 3.77% -865 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: 131,428 shares; 2024Q4: 131,378 shares; 2025Q1: 105,657 shares; 2025Q2: 85,237 shares; 2025Q3: 81,891 shares; 2025Q4: 78,285 shares; 2026Q1: 75,865 shares; 2026Q2: 74,408 shares 74,408 $22.4M 3.58% -1,457 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: 190,961 shares; 2024Q4: 182,468 shares; 2025Q1: 178,609 shares; 2025Q2: 190,207 shares; 2025Q3: 202,376 shares; 2025Q4: 213,818 shares; 2026Q1: 215,898 shares; 2026Q2: 215,898 shares 215,898 $17.3M 2.77% 0 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: 41,730 shares; 2024Q4: 41,658 shares; 2025Q1: 41,565 shares; 2025Q2: 42,080 shares; 2025Q3: 41,899 shares; 2025Q4: 43,170 shares; 2026Q1: 44,922 shares; 2026Q2: 46,481 shares 46,481 $13.4M 2.16% +1,559 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: 126,490 shares; 2024Q4: 132,966 shares; 2025Q1: 132,966 shares; 2025Q2: 134,602 shares; 2025Q3: 133,244 shares; 2025Q4: 125,364 shares; 2026Q1: 128,810 shares; 2026Q2: 128,420 shares 128,420 $13.3M 2.14% -390 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: 9,191 shares; 2024Q4: 9,191 shares; 2025Q1: 9,191 shares; 2025Q2: 57,292 shares; 2025Q3: 57,683 shares; 2025Q4: 56,218 shares; 2026Q1: 57,392 shares; 2026Q2: 58,060 shares 58,060 $11.6M 1.86% +668 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: 84,982 shares; 2024Q4: 84,082 shares; 2025Q1: 83,837 shares; 2025Q2: 83,665 shares; 2025Q3: 83,865 shares; 2025Q4: 85,090 shares; 2026Q1: 90,333 shares; 2026Q2: 90,333 shares 90,333 $10.2M 1.64% 0 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: 29,483 shares; 2024Q4: 29,273 shares; 2025Q1: 29,273 shares; 2025Q2: 29,300 shares; 2025Q3: 29,365 shares; 2025Q4: 28,486 shares; 2026Q1: 29,568 shares; 2026Q2: 29,568 shares 29,568 $9.68M 1.55% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,561 shares; 2024Q4: 55,719 shares; 2025Q1: 55,719 shares; 2025Q2: 54,984 shares; 2025Q3: 54,540 shares; 2025Q4: 54,068 shares; 2026Q1: 54,068 shares; 2026Q2: 53,355 shares 53,355 $8.34M 1.34% -713 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: 16,294 shares; 2024Q4: 16,179 shares; 2025Q1: 16,179 shares; 2025Q2: 18,835 shares; 2025Q3: 19,168 shares; 2025Q4: 20,152 shares; 2026Q1: 20,598 shares; 2026Q2: 20,650 shares 20,650 $7.7M 1.23% +52 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: 18,903 shares; 2024Q4: 18,900 shares; 2025Q1: 18,900 shares; 2025Q2: 18,900 shares; 2025Q3: 19,278 shares; 2025Q4: 19,263 shares; 2026Q1: 19,886 shares; 2026Q2: 19,886 shares 19,886 $7.11M 1.14% 0 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: 25,012 shares; 2024Q4: 24,350 shares; 2025Q1: 24,350 shares; 2025Q2: 24,490 shares; 2025Q3: 24,690 shares; 2025Q4: 24,944 shares; 2026Q1: 25,451 shares; 2026Q2: 25,739 shares 25,739 $6.13M 0.98% +288 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: 15,380 shares; 2024Q4: 15,380 shares; 2025Q1: 15,380 shares; 2025Q2: 15,380 shares; 2025Q3: 15,418 shares; 2025Q4: 15,235 shares; 2026Q1: 15,235 shares; 2026Q2: 15,169 shares 15,169 $5.36M 0.86% -66 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: 33,821 shares; 2024Q4: 33,821 shares; 2025Q1: 33,821 shares; 2025Q2: 34,009 shares; 2025Q3: 28,609 shares; 2025Q4: 28,567 shares; 2026Q1: 28,641 shares; 2026Q2: 28,567 shares 28,567 $4.92M 0.79% -74 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: 4,334 shares; 2024Q4: 4,334 shares; 2025Q1: 4,334 shares; 2025Q2: 4,334 shares; 2025Q3: 4,334 shares; 2025Q4: 3,831 shares; 2026Q1: 4,076 shares; 2026Q2: 4,076 shares 4,076 $4.34M 0.7% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,828 shares; 2024Q4: 70,046 shares; 2025Q1: 70,046 shares; 2025Q2: 64,272 shares; 2025Q3: 64,272 shares; 2025Q4: 56,012 shares; 2026Q1: 56,012 shares; 2026Q2: 56,012 shares 56,012 $4.09M 0.66% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,782 shares; 2024Q4: 22,592 shares; 2025Q1: 22,592 shares; 2025Q2: 22,592 shares; 2025Q3: 22,592 shares; 2025Q4: 22,592 shares; 2026Q1: 22,592 shares; 2026Q2: 22,592 shares 22,592 $3.72M 0.6% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 26,910 shares 26,910 $3.68M 0.59% new 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: 19,814 shares; 2024Q4: 19,814 shares; 2025Q1: 19,814 shares; 2025Q2: 19,937 shares; 2025Q3: 19,937 shares; 2025Q4: 19,333 shares; 2026Q1: 19,333 shares; 2026Q2: 19,333 shares 19,333 $3.58M 0.57% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,419 shares; 2024Q4: 33,419 shares; 2025Q1: 33,419 shares; 2025Q2: 33,419 shares; 2025Q3: 33,419 shares; 2025Q4: 33,419 shares; 2026Q1: 33,419 shares; 2026Q2: 33,419 shares 33,419 $2.96M 0.47% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,028 shares; 2024Q4: 34,028 shares; 2025Q1: 34,028 shares; 2025Q2: 34,028 shares; 2025Q3: 34,028 shares; 2025Q4: 34,028 shares; 2026Q1: 34,028 shares; 2026Q2: 34,028 shares 34,028 $2.79M 0.45% 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: 17,976 shares; 2024Q4: 17,370 shares; 2025Q1: 17,370 shares; 2025Q2: 17,370 shares; 2025Q3: 17,370 shares; 2025Q4: 17,370 shares; 2026Q1: 17,370 shares; 2026Q2: 17,706 shares 17,706 $2.59M 0.42% +336 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: 6,727 shares; 2024Q4: 6,723 shares; 2025Q1: 6,723 shares; 2025Q2: 6,723 shares; 2025Q3: 6,723 shares; 2025Q4: 7,238 shares; 2026Q1: 6,913 shares; 2026Q2: 6,913 shares 6,913 $2.37M 0.38% 0 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,620 shares; 2024Q4: 103,620 shares; 2025Q1: 85,558 shares; 2025Q2: 85,558 shares; 2025Q3: 84,030 shares; 2025Q4: 84,030 shares; 2026Q1: 84,030 shares; 2026Q2: 77,520 shares 77,520 $2.21M 0.35% -6,510 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: 27,675 shares; 2024Q4: 26,466 shares; 2025Q1: 26,950 shares; 2025Q2: 26,690 shares; 2025Q3: 26,586 shares; 2025Q4: 24,554 shares; 2026Q1: 27,443 shares; 2026Q2: 27,845 shares 27,845 $2.15M 0.34% +402 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: 25,522 shares; 2024Q4: 25,522 shares; 2025Q1: 25,522 shares; 2025Q2: 25,522 shares; 2025Q3: 25,749 shares; 2025Q4: 15,501 shares; 2026Q1: 14,365 shares; 2026Q2: 14,365 shares 14,365 $2.11M 0.34% 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: 5,109 shares; 2024Q4: 5,109 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,029 shares; 2025Q4: 1,244 shares; 2026Q1: 1,676 shares; 2026Q2: 1,676 shares 1,676 $2.01M 0.32% 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: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 2,999 shares; 2025Q2: 2,999 shares; 2025Q3: 3,059 shares; 2025Q4: 3,059 shares; 2026Q1: 3,059 shares; 2026Q2: 3,059 shares 3,059 $1.53M 0.25% 0 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: 4,156 shares; 2024Q4: 4,156 shares; 2025Q1: 4,156 shares; 2025Q2: 4,156 shares; 2025Q3: 4,156 shares; 2025Q4: 4,048 shares; 2026Q1: 4,267 shares; 2026Q2: 4,267 shares 4,267 $1.44M 0.23% 0 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: 2,632 shares; 2024Q4: 2,632 shares; 2025Q1: 2,632 shares; 2025Q2: 2,632 shares; 2025Q3: 2,712 shares; 2025Q4: 2,631 shares; 2026Q1: 2,631 shares; 2026Q2: 2,631 shares 2,631 $1.35M 0.22% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,074 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 1,941 shares; 2026Q1: 1,941 shares; 2026Q2: 1,941 shares 1,941 $1.23M 0.2% 0 Timeline DFUV 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: 19,084 shares; 2024Q4: 19,084 shares; 2025Q1: 19,084 shares; 2025Q2: 19,084 shares; 2025Q3: 19,084 shares; 2025Q4: 19,084 shares; 2026Q1: 19,084 shares; 2026Q2: 19,084 shares 19,084 $1.05M 0.17% 0 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,031 shares; 2024Q4: 7,031 shares; 2025Q1: 7,031 shares; 2025Q2: 7,031 shares; 2025Q3: 7,031 shares; 2025Q4: 7,031 shares; 2026Q1: 7,206 shares; 2026Q2: 7,031 shares 7,031 $922K 0.15% -175 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,644 shares; 2024Q4: 17,644 shares; 2025Q1: 17,644 shares; 2025Q2: 17,644 shares; 2025Q3: 17,644 shares; 2025Q4: 17,644 shares; 2026Q1: 17,644 shares; 2026Q2: 17,644 shares 17,644 $841K 0.13% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,622 shares; 2024Q4: 10,483 shares; 2025Q1: 10,483 shares; 2025Q2: 10,822 shares; 2025Q3: 9,887 shares; 2025Q4: 9,666 shares; 2026Q1: 9,635 shares; 2026Q2: 9,604 shares 9,604 $789K 0.13% -31 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: 4,471 shares; 2024Q4: 4,416 shares; 2025Q1: 4,416 shares; 2025Q2: 4,416 shares; 2025Q3: 4,416 shares; 2025Q4: 4,871 shares; 2026Q1: 4,716 shares; 2026Q2: 4,716 shares 4,716 $782K 0.13% 0 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 0.12% 0 Timeline JMSI 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: 14,207 shares; 2024Q4: 14,207 shares; 2025Q1: 14,207 shares; 2025Q2: 14,207 shares; 2025Q3: 14,207 shares; 2025Q4: 14,207 shares; 2026Q1: 14,207 shares; 2026Q2: 14,207 shares 14,207 $717K 0.11% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,141 shares; 2024Q4: 8,141 shares; 2025Q1: 8,097 shares; 2025Q2: 8,097 shares; 2025Q3: 8,072 shares; 2025Q4: 7,821 shares; 2026Q1: 8,909 shares; 2026Q2: 8,909 shares 8,909 $715K 0.11% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,550 shares; 2026Q1: 1,723 shares; 2026Q2: 1,723 shares 1,723 $684K 0.11% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,568 shares; 2024Q4: not reported; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,458 shares; 2025Q4: 2,269 shares; 2026Q1: 2,789 shares; 2026Q2: 2,669 shares 2,669 $678K 0.11% -120 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,819 shares; 2025Q4: 5,819 shares; 2026Q1: 5,819 shares; 2026Q2: 6,632 shares 6,632 $641K 0.1% +813 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,942 shares; 2024Q4: 7,735 shares; 2025Q1: 7,735 shares; 2025Q2: 7,663 shares; 2025Q3: 7,229 shares; 2025Q4: 7,020 shares; 2026Q1: 6,894 shares; 2026Q2: 6,770 shares 6,770 $640K 0.1% -124 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: not reported; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,241 shares; 2026Q2: 6,664 shares 6,664 $551K 0.09% -577 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: 2,331 shares; 2024Q4: 2,064 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,134 shares; 2026Q1: 2,134 shares; 2026Q2: 2,134 shares 2,134 $537K 0.09% 0 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: 6,032 shares; 2024Q4: 5,990 shares; 2025Q1: 5,990 shares; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares; 2026Q1: 5,750 shares; 2026Q2: 5,750 shares 5,750 $527K 0.08% 0 Timeline DFAS 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: 6,076 shares; 2024Q4: 6,076 shares; 2025Q1: 6,076 shares; 2025Q2: 6,076 shares; 2025Q3: 6,076 shares; 2025Q4: 6,076 shares; 2026Q1: 6,076 shares; 2026Q2: 6,076 shares 6,076 $500K 0.08% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,537 shares; 2024Q4: 3,339 shares; 2025Q1: 3,339 shares; 2025Q2: 3,339 shares; 2025Q3: 2,204 shares; 2025Q4: 2,197 shares; 2026Q1: 2,197 shares; 2026Q2: 2,191 shares 2,191 $485K 0.08% -6 Timeline CLI Capital CLI Capital More: the full row for CLI Capital 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: 93,333 shares; 2026Q2: 93,333 shares 93,333 $467K 0.07% 0 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: 3,315 shares 3,315 $463K 0.07% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 860 shares; 2025Q3: 950 shares; 2025Q4: 1,012 shares; 2026Q1: 1,178 shares; 2026Q2: 1,178 shares 1,178 $445K 0.07% 0 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: 5,111 shares; 2024Q4: 4,851 shares; 2025Q1: 4,297 shares; 2025Q2: 4,097 shares; 2025Q3: 4,282 shares; 2025Q4: 4,620 shares; 2026Q1: 5,220 shares; 2026Q2: 5,220 shares 5,220 $424K 0.07% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,409 shares; 2024Q4: 1,409 shares; 2025Q1: 1,409 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,420 shares; 2026Q2: 1,420 shares 1,420 $423K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 890 shares; 2026Q1: 990 shares; 2026Q2: 990 shares 990 $411K 0.07% 0 Timeline DFAT 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: 5,455 shares; 2024Q4: 5,455 shares; 2025Q1: 5,455 shares; 2025Q2: 5,455 shares; 2025Q3: 5,455 shares; 2025Q4: 5,455 shares; 2026Q1: 5,455 shares; 2026Q2: 5,455 shares 5,455 $381K 0.06% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,417 shares; 2024Q4: 4,417 shares; 2025Q1: 4,417 shares; 2025Q2: 4,333 shares; 2025Q3: 4,333 shares; 2025Q4: 4,333 shares; 2026Q1: 4,333 shares; 2026Q2: 4,333 shares 4,333 $377K 0.06% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,178 shares; 2024Q4: 15,235 shares; 2025Q1: 15,235 shares; 2025Q2: 15,335 shares; 2025Q3: 15,235 shares; 2025Q4: 15,513 shares; 2026Q1: 15,513 shares; 2026Q2: 15,513 shares 15,513 $374K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,101 shares; 2026Q2: 3,101 shares 3,101 $364K 0.06% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,494 shares; 2024Q4: 3,193 shares; 2025Q1: 2,813 shares; 2025Q2: 2,913 shares; 2025Q3: 2,813 shares; 2025Q4: 2,872 shares; 2026Q1: 2,872 shares; 2026Q2: 2,803 shares 2,803 $360K 0.06% -69 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,168 shares; 2024Q4: 1,490 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 992 shares; 2026Q1: 962 shares; 2026Q2: 962 shares 962 $356K 0.06% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,787 shares; 2024Q4: 1,667 shares; 2025Q1: 1,667 shares; 2025Q2: 1,667 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares; 2026Q1: 1,892 shares; 2026Q2: 1,892 shares 1,892 $340K 0.05% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,267 shares; 2024Q4: 1,231 shares; 2025Q1: 1,231 shares; 2025Q2: 1,196 shares; 2025Q3: 1,196 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,256 shares 1,256 $340K 0.05% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY 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: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $326K 0.05% 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: 2,600 shares; 2024Q4: 2,368 shares; 2025Q1: 2,368 shares; 2025Q2: 2,368 shares; 2025Q3: 2,518 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $308K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 660 shares; 2026Q2: 3,336 shares 3,336 $287K 0.05% +2,676 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 654 shares; 2026Q1: 801 shares; 2026Q2: 801 shares 801 $282K 0.05% 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: 2,106 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares; 2026Q2: 2,080 shares 2,080 $282K 0.05% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,577 shares; 2026Q2: 1,477 shares 1,477 $280K 0.04% -100 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390 $265K 0.04% 0 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: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,505 shares; 2026Q2: 1,090 shares 1,090 $258K 0.04% -415 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: not reported; 2026Q2: 401 shares 401 $256K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING 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: 1,000 shares 1,000 $255K 0.04% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 850 shares 850 $253K 0.04% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 439 shares; 2026Q2: 439 shares 439 $247K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,224 shares; 2026Q2: 1,059 shares 1,059 $233K 0.04% -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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,123 shares; 2026Q1: 11,276 shares; 2026Q2: 11,276 shares 11,276 $233K 0.04% 0 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: 2,228 shares; 2024Q4: not reported; 2025Q1: 2,149 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,269 shares; 2026Q2: 2,269 shares 2,269 $232K 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES 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: 398 shares 398 $231K 0.04% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,172 shares 1,172 $223K 0.04% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 782 shares 782 $220K 0.04% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,121 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 2,080 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,480 shares 1,480 $219K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $216K 0.03% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,632 shares 4,632 $205K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,540 shares 2,540 $205K 0.03% 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: 2,306 shares; 2024Q4: 2,232 shares; 2025Q1: 2,232 shares; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares; 2025Q4: 2,292 shares; 2026Q1: 2,253 shares; 2026Q2: 2,253 shares 2,253 $204K 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,130 shares 1,130 $204K 0.03% new Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC 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: 14,000 shares; 2026Q2: 14,000 shares 14,000 $204K 0.03% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,656 shares; 2026Q1: 1,656 shares; 2026Q2: 1,656 shares 1,656 $204K 0.03% 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: 6,622 shares; 2024Q4: 6,432 shares; 2025Q1: 6,432 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,099 shares 1,099 $203K 0.03% new Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,502 shares; 2025Q1: 11,502 shares; 2025Q2: 11,502 shares; 2025Q3: 11,502 shares; 2025Q4: 11,502 shares; 2026Q1: 11,502 shares; 2026Q2: 11,502 shares 11,502 $64.6K 0.01% 0 Timeline