IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 21,480 shares; 2025Q4: 25,030 shares; 2026Q1: 27,649 shares; 2026Q2: 25,327 shares; 2026Q3: 25,818 shares 25,818 $19.8M 18.06% +491 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 59,401 shares; 2025Q4: 56,566 shares; 2026Q1: 58,096 shares; 2026Q2: 56,920 shares; 2026Q3: 57,263 shares 57,263 $9.04M 8.26% +343 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 72,080 shares; 2025Q4: 71,471 shares; 2026Q1: 70,706 shares; 2026Q2: 71,601 shares; 2026Q3: 73,776 shares 73,776 $7.8M 7.12% +2,175 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 164,803 shares; 2026Q1: 160,425 shares; 2026Q2: 154,613 shares; 2026Q3: 149,550 shares 149,550 $6.72M 6.14% -5,063 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 36,094 shares; 2025Q4: 56,369 shares; 2026Q1: 57,917 shares; 2026Q2: 57,403 shares; 2026Q3: 58,925 shares 58,925 $6.58M 6.01% +1,522 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 96,931 shares; 2025Q4: 85,916 shares; 2026Q1: 92,172 shares; 2026Q2: 81,399 shares; 2026Q3: 81,290 shares 81,290 $5.85M 5.34% -109 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 110,169 shares; 2026Q1: 107,116 shares; 2026Q2: 109,512 shares; 2026Q3: 112,993 shares 112,993 $5.42M 4.95% +3,481 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 96,541 shares; 2025Q4: 98,485 shares; 2026Q1: 97,742 shares; 2026Q2: 100,335 shares; 2026Q3: 105,660 shares 105,660 $5.3M 4.84% +5,325 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 120,507 shares; 2025Q4: 127,636 shares; 2026Q1: 128,164 shares; 2026Q2: 127,341 shares; 2026Q3: 127,944 shares 127,944 $5.23M 4.78% +603 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 56,823 shares; 2025Q4: 62,933 shares; 2026Q1: 60,939 shares; 2026Q2: 60,862 shares; 2026Q3: 61,887 shares 61,887 $4.99M 4.56% +1,025 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 64,338 shares; 2026Q1: 65,505 shares; 2026Q2: 64,984 shares; 2026Q3: 71,595 shares 71,595 $4M 3.65% +6,611 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 45,688 shares; 2025Q4: 39,707 shares; 2026Q1: 35,457 shares; 2026Q2: 35,184 shares; 2026Q3: 37,124 shares 37,124 $3.05M 2.79% +1,940 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,525 shares; 2025Q4: 4,537 shares; 2026Q1: 4,544 shares; 2026Q2: 4,557 shares; 2026Q3: 4,666 shares 4,666 $2.39M 2.19% +109 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,415 shares; 2025Q4: 7,159 shares; 2026Q1: 7,214 shares; 2026Q2: 6,725 shares; 2026Q3: 6,714 shares 6,714 $2.24M 2.04% -11 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 11,306 shares; 2025Q4: 12,516 shares; 2026Q1: 12,301 shares; 2026Q2: 11,975 shares; 2026Q3: 13,466 shares 13,466 $1.36M 1.24% +1,491 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 20,941 shares; 2025Q4: 23,480 shares; 2026Q1: 24,779 shares; 2026Q2: 25,678 shares; 2026Q3: 26,387 shares 26,387 $1.35M 1.23% +709 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,036 shares 8,036 $1.31M 1.19% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,050 shares; 2025Q4: 6,774 shares; 2026Q1: 6,714 shares; 2026Q2: 6,576 shares; 2026Q3: 7,579 shares 7,579 $1.18M 1.07% +1,003 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,694 shares; 2025Q4: 3,732 shares; 2026Q1: 3,732 shares; 2026Q2: 3,732 shares; 2026Q3: 3,392 shares 3,392 $1.16M 1.06% -340 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,707 shares; 2025Q4: 3,655 shares; 2026Q1: 4,015 shares; 2026Q2: 3,995 shares; 2026Q3: 4,084 shares 4,084 $1.02M 0.93% +89 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,938 shares; 2025Q4: 3,060 shares; 2026Q1: 3,062 shares; 2026Q2: 3,105 shares; 2026Q3: 3,068 shares 3,068 $1.01M 0.93% -37 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,553 shares; 2025Q4: 1,403 shares; 2026Q1: 1,403 shares; 2026Q2: 1,308 shares; 2026Q3: 1,257 shares 1,257 $881K 0.8% -51 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 10,796 shares; 2025Q4: 10,850 shares; 2026Q1: 10,692 shares; 2026Q2: 10,398 shares; 2026Q3: 9,541 shares 9,541 $821K 0.75% -857 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,043 shares; 2025Q4: 2,776 shares; 2026Q1: 2,766 shares; 2026Q2: 2,702 shares; 2026Q3: 2,327 shares 2,327 $801K 0.73% -375 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,522 shares; 2025Q4: 1,572 shares; 2026Q1: 1,806 shares; 2026Q2: 2,033 shares; 2026Q3: 2,029 shares 2,029 $729K 0.67% -4 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,329 shares; 2025Q4: 3,310 shares; 2026Q1: 3,243 shares; 2026Q2: 3,269 shares; 2026Q3: 3,210 shares 3,210 $656K 0.6% -59 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,680 shares; 2025Q4: 7,680 shares; 2026Q1: 7,680 shares; 2026Q2: 7,680 shares; 2026Q3: 7,680 shares 7,680 $622K 0.57% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 891 shares; 2025Q4: 891 shares; 2026Q1: 891 shares; 2026Q2: 866 shares; 2026Q3: 846 shares 846 $614K 0.56% -20 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,755 shares; 2025Q4: 2,811 shares; 2026Q1: 2,811 shares; 2026Q2: 2,211 shares; 2026Q3: 2,211 shares 2,211 $578K 0.53% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 4,750 shares; 2026Q3: 4,750 shares 4,750 $494K 0.45% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 917 shares; 2025Q4: 917 shares; 2026Q1: 917 shares; 2026Q2: 898 shares; 2026Q3: 898 shares 898 $447K 0.41% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 423 shares; 2025Q4: 452 shares; 2026Q1: 635 shares; 2026Q2: 794 shares; 2026Q3: 808 shares 808 $446K 0.41% +14 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,647 shares; 2025Q4: 4,911 shares; 2026Q1: 5,368 shares; 2026Q2: 6,101 shares; 2026Q3: 6,585 shares 6,585 $401K 0.37% +484 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 692 shares; 2025Q4: 692 shares; 2026Q1: 692 shares; 2026Q2: 632 shares; 2026Q3: 607 shares 607 $390K 0.36% -25 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 7,387 shares; 2025Q4: 7,087 shares; 2026Q1: 6,087 shares; 2026Q2: 5,587 shares; 2026Q3: 5,387 shares 5,387 $380K 0.35% -200 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 756 shares; 2025Q4: 833 shares; 2026Q1: 1,014 shares; 2026Q2: 1,070 shares; 2026Q3: 1,150 shares 1,150 $371K 0.34% +80 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 601 shares; 2026Q2: 601 shares; 2026Q3: 601 shares 601 $307K 0.28% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,329 shares; 2025Q4: 3,408 shares; 2026Q1: 3,408 shares; 2026Q2: 3,279 shares; 2026Q3: 3,000 shares 3,000 $296K 0.27% -279 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,055 shares; 2025Q4: 1,618 shares; 2026Q1: 1,588 shares; 2026Q2: 1,607 shares; 2026Q3: 1,552 shares 1,552 $296K 0.27% -55 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares; 2026Q3: 450 shares 450 $296K 0.27% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 840 shares; 2025Q4: 741 shares; 2026Q1: 755 shares; 2026Q2: 758 shares; 2026Q3: 712 shares 712 $261K 0.24% -46 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,500 shares; 2025Q4: 2,585 shares; 2026Q1: 2,545 shares; 2026Q2: 1,900 shares; 2026Q3: 1,900 shares 1,900 $261K 0.24% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 4,098 shares; 2025Q4: 3,852 shares; 2026Q1: 3,254 shares; 2026Q2: 3,315 shares; 2026Q3: 3,010 shares 3,010 $260K 0.24% -305 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $257K 0.23% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,000 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares; 2026Q3: 900 shares 900 $245K 0.22% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 625 shares; 2025Q4: 641 shares; 2026Q1: 541 shares; 2026Q2: 541 shares; 2026Q3: 541 shares 541 $245K 0.22% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,157 shares; 2025Q4: 1,191 shares; 2026Q1: 1,191 shares; 2026Q2: 1,191 shares; 2026Q3: 1,034 shares 1,034 $239K 0.22% -157 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 7,456 shares; 2026Q1: 7,456 shares; 2026Q2: 7,456 shares; 2026Q3: 7,456 shares 7,456 $237K 0.22% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 624 shares; 2026Q1: 594 shares; 2026Q2: 609 shares; 2026Q3: 544 shares 544 $229K 0.21% -65 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $228K 0.21% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 190 shares; 2025Q4: 194 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 211 shares 211 $223K 0.2% new 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,077 shares; 2025Q4: 3,315 shares; 2026Q1: 3,260 shares; 2026Q2: 3,300 shares; 2026Q3: 2,544 shares 2,544 $217K 0.2% -756 Timeline