VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,665 shares; 2024Q4: 59,654 shares; 2025Q1: 63,222 shares; 2025Q2: 64,473 shares; 2025Q3: 67,199 shares; 2025Q4: 67,784 shares; 2026Q1: 70,076 shares; 2026Q2: 502,036 shares 502,036 $60M 12.75% +431,960 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: 185,190 shares; 2024Q4: 200,540 shares; 2025Q1: 222,377 shares; 2025Q2: 444,408 shares; 2025Q3: 486,906 shares; 2025Q4: 526,912 shares; 2026Q1: 544,670 shares; 2026Q2: 554,008 shares 554,008 $43.8M 9.31% +9,338 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 173,405 shares; 2025Q3: 423,737 shares; 2025Q4: 414,179 shares; 2026Q1: 424,563 shares; 2026Q2: 420,558 shares 420,558 $32.5M 6.9% -4,005 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,986 shares; 2024Q4: 215,184 shares; 2025Q1: 228,727 shares; 2025Q2: 238,101 shares; 2025Q3: 307,232 shares; 2025Q4: 413,757 shares; 2026Q1: 434,706 shares; 2026Q2: 484,140 shares 484,140 $28.6M 6.07% +49,434 Timeline VGSH 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: 581,552 shares; 2024Q4: 675,946 shares; 2025Q1: 699,157 shares; 2025Q2: 803,024 shares; 2025Q3: 819,368 shares; 2025Q4: 619,811 shares; 2026Q1: 639,260 shares; 2026Q2: 488,850 shares 488,850 $28.5M 6.05% -150,410 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: 18,221 shares; 2024Q4: 20,955 shares; 2025Q1: 20,784 shares; 2025Q2: 20,314 shares; 2025Q3: 20,319 shares; 2025Q4: 20,306 shares; 2026Q1: 20,253 shares; 2026Q2: 20,153 shares 20,153 $15M 3.2% -100 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,485 shares; 2024Q4: 53,703 shares; 2025Q1: 53,420 shares; 2025Q2: 52,444 shares; 2025Q3: 154,439 shares; 2025Q4: 282,903 shares; 2026Q1: 375,933 shares; 2026Q2: 419,819 shares 419,819 $14.2M 3.02% +43,886 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,013 shares; 2025Q3: 30,916 shares; 2025Q4: 31,265 shares; 2026Q1: 29,012 shares; 2026Q2: 28,158 shares 28,158 $14.1M 2.99% -854 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,126 shares; 2024Q4: 238,269 shares; 2025Q1: 250,753 shares; 2025Q2: 186,412 shares; 2025Q3: 171,376 shares; 2025Q4: 238,206 shares; 2026Q1: 248,126 shares; 2026Q2: 257,109 shares 257,109 $12.6M 2.68% +8,983 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: 44,193 shares; 2024Q4: 45,467 shares; 2025Q1: 46,458 shares; 2025Q2: 46,578 shares; 2025Q3: 45,188 shares; 2025Q4: 42,200 shares; 2026Q1: 37,095 shares; 2026Q2: 34,648 shares 34,648 $12.2M 2.6% -2,447 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: 20,987 shares; 2024Q4: 18,880 shares; 2025Q1: 25,104 shares; 2025Q2: 27,107 shares; 2025Q3: 40,750 shares; 2025Q4: 47,528 shares; 2026Q1: 49,669 shares; 2026Q2: 51,240 shares 51,240 $11.2M 2.37% +1,571 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: 21,199 shares; 2024Q4: 22,206 shares; 2025Q1: 23,329 shares; 2025Q2: 23,147 shares; 2025Q3: 21,440 shares; 2025Q4: 21,784 shares; 2026Q1: 24,644 shares; 2026Q2: 26,573 shares 26,573 $9.91M 2.11% +1,929 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,136 shares 13,136 $9.84M 2.09% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,518 shares; 2024Q4: 168,031 shares; 2025Q1: 170,387 shares; 2025Q2: 189,954 shares; 2025Q3: 202,183 shares; 2025Q4: 200,090 shares; 2026Q1: 197,020 shares; 2026Q2: 190,176 shares 190,176 $9.62M 2.04% -6,844 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: 32,692 shares; 2024Q4: 31,889 shares; 2025Q1: 30,551 shares; 2025Q2: 28,994 shares; 2025Q3: 27,977 shares; 2025Q4: 28,969 shares; 2026Q1: 29,477 shares; 2026Q2: 28,379 shares 28,379 $9.29M 1.97% -1,098 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412,318 shares; 2024Q4: 449,490 shares; 2025Q1: 509,360 shares; 2025Q2: 547,610 shares; 2025Q3: 425,294 shares; 2025Q4: 428,101 shares; 2026Q1: 436,578 shares; 2026Q2: 297,671 shares 297,671 $9.09M 1.93% -138,907 Timeline DFIS 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: 207,218 shares; 2025Q3: 227,245 shares; 2025Q4: 245,209 shares; 2026Q1: 241,373 shares; 2026Q2: 253,197 shares 253,197 $8.87M 1.89% +11,824 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,835 shares; 2024Q4: 338,156 shares; 2025Q1: 332,431 shares; 2025Q2: 320,492 shares; 2025Q3: 299,885 shares; 2025Q4: 297,133 shares; 2026Q1: 289,648 shares; 2026Q2: 284,720 shares 284,720 $8.38M 1.78% -4,928 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: 9,548 shares; 2024Q4: 9,356 shares; 2025Q1: 9,061 shares; 2025Q2: 8,894 shares; 2025Q3: 8,456 shares; 2025Q4: 8,916 shares; 2026Q1: 9,703 shares; 2026Q2: 10,649 shares 10,649 $6M 1.27% +946 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: 14,750 shares; 2024Q4: 16,104 shares; 2025Q1: 15,733 shares; 2025Q2: 15,552 shares; 2025Q3: 15,512 shares; 2025Q4: 17,222 shares; 2026Q1: 17,613 shares; 2026Q2: 16,733 shares 16,733 $5.74M 1.22% -880 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: 36,029 shares; 2024Q4: 36,857 shares; 2025Q1: 35,685 shares; 2025Q2: 35,011 shares; 2025Q3: 33,082 shares; 2025Q4: 32,036 shares; 2026Q1: 29,843 shares; 2026Q2: 29,801 shares 29,801 $5.65M 1.2% -42 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: 23,885 shares; 2024Q4: 25,492 shares; 2025Q1: 26,344 shares; 2025Q2: 27,514 shares; 2025Q3: 27,049 shares; 2025Q4: 25,479 shares; 2026Q1: 23,489 shares; 2026Q2: 20,905 shares 20,905 $5.31M 1.13% -2,584 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: 58,762 shares; 2024Q4: 66,278 shares; 2025Q1: 60,598 shares; 2025Q2: 59,158 shares; 2025Q3: 56,488 shares; 2025Q4: 112,694 shares; 2026Q1: 105,654 shares; 2026Q2: 98,137 shares 98,137 $5.21M 1.11% -7,517 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,647 shares; 2024Q4: 30,477 shares; 2025Q1: 29,988 shares; 2025Q2: 29,763 shares; 2025Q3: 18,031 shares; 2025Q4: 16,715 shares; 2026Q1: 17,030 shares; 2026Q2: 16,106 shares 16,106 $4.82M 1.02% -924 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: 24,718 shares; 2024Q4: 21,735 shares; 2025Q1: 22,172 shares; 2025Q2: 22,469 shares; 2025Q3: 21,371 shares; 2025Q4: 21,437 shares; 2026Q1: 21,074 shares; 2026Q2: 21,635 shares 21,635 $4.77M 1.01% +561 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: 14,768 shares; 2024Q4: 15,483 shares; 2025Q1: 15,503 shares; 2025Q2: 15,970 shares; 2025Q3: 16,854 shares; 2025Q4: 17,597 shares; 2026Q1: 18,456 shares; 2026Q2: 17,368 shares 17,368 $4.72M 1% -1,088 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,147 shares; 2024Q4: 82,481 shares; 2025Q1: 83,492 shares; 2025Q2: 82,165 shares; 2025Q3: 78,212 shares; 2025Q4: 84,285 shares; 2026Q1: 85,238 shares; 2026Q2: 79,036 shares 79,036 $4.5M 0.96% -6,202 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: 20,300 shares; 2024Q4: 21,264 shares; 2025Q1: 22,028 shares; 2025Q2: 22,300 shares; 2025Q3: 19,839 shares; 2025Q4: 19,928 shares; 2026Q1: 20,753 shares; 2026Q2: 18,851 shares 18,851 $4.49M 0.95% -1,902 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,742 shares; 2025Q4: 79,961 shares; 2026Q1: 83,102 shares; 2026Q2: 96,735 shares 96,735 $4.39M 0.93% +13,633 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: 8,212 shares; 2024Q4: 7,567 shares; 2025Q1: 7,394 shares; 2025Q2: 7,192 shares; 2025Q3: 6,756 shares; 2025Q4: 6,393 shares; 2026Q1: 6,189 shares; 2026Q2: 6,130 shares 6,130 $4.21M 0.89% -59 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,126 shares; 2024Q4: 35,744 shares; 2025Q1: 36,283 shares; 2025Q2: 37,811 shares; 2025Q3: 37,176 shares; 2025Q4: 38,392 shares; 2026Q1: 42,089 shares; 2026Q2: 42,976 shares 42,976 $4.14M 0.88% +887 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,249 shares; 2024Q4: 10,345 shares; 2025Q1: 10,642 shares; 2025Q2: 11,079 shares; 2025Q3: 11,066 shares; 2025Q4: 11,274 shares; 2026Q1: 12,341 shares; 2026Q2: 12,790 shares 12,790 $4.03M 0.86% +449 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,119 shares; 2024Q4: 34,068 shares; 2025Q1: 33,487 shares; 2025Q2: 31,882 shares; 2025Q3: 30,568 shares; 2025Q4: 29,917 shares; 2026Q1: 29,245 shares; 2026Q2: 26,212 shares 26,212 $3.97M 0.84% -3,033 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: 5,061 shares; 2024Q4: 5,819 shares; 2025Q1: 6,483 shares; 2025Q2: 8,470 shares; 2025Q3: 9,658 shares; 2025Q4: 9,589 shares; 2026Q1: 10,108 shares; 2026Q2: 8,990 shares 8,990 $3.74M 0.79% -1,118 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: 24,677 shares; 2024Q4: 26,035 shares; 2025Q1: 26,989 shares; 2025Q2: 28,266 shares; 2025Q3: 28,729 shares; 2025Q4: 32,019 shares; 2026Q1: 32,508 shares; 2026Q2: 34,523 shares 34,523 $3.33M 0.71% +2,015 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,775 shares; 2024Q4: 15,208 shares; 2025Q1: 16,375 shares; 2025Q2: 17,601 shares; 2025Q3: 15,529 shares; 2025Q4: 14,281 shares; 2026Q1: 11,562 shares; 2026Q2: 10,235 shares 10,235 $3.2M 0.68% -1,327 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,970 shares; 2024Q4: 31,573 shares; 2025Q1: 30,453 shares; 2025Q2: 30,103 shares; 2025Q3: 29,231 shares; 2025Q4: 30,201 shares; 2026Q1: 28,125 shares; 2026Q2: 26,708 shares 26,708 $3.01M 0.64% -1,417 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,820 shares; 2024Q4: 8,397 shares; 2025Q1: 8,526 shares; 2025Q2: 8,556 shares; 2025Q3: 8,127 shares; 2025Q4: 8,099 shares; 2026Q1: 7,980 shares; 2026Q2: 7,434 shares 7,434 $2.95M 0.63% -546 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,241 shares; 2024Q4: 4,189 shares; 2025Q1: 3,071 shares; 2025Q2: 2,961 shares; 2025Q3: 2,798 shares; 2025Q4: 2,788 shares; 2026Q1: 2,774 shares; 2026Q2: 2,566 shares 2,566 $2.93M 0.62% -208 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: 11,093 shares; 2024Q4: 11,040 shares; 2025Q1: 10,756 shares; 2025Q2: 10,192 shares; 2025Q3: 10,106 shares; 2025Q4: 10,106 shares; 2026Q1: 8,961 shares; 2026Q2: 8,965 shares 8,965 $2.59M 0.55% +4 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,488 shares; 2024Q4: 4,435 shares; 2025Q1: 5,286 shares; 2025Q2: 5,558 shares; 2025Q3: 6,573 shares; 2025Q4: 6,856 shares; 2026Q1: 7,310 shares; 2026Q2: 6,671 shares 6,671 $2.58M 0.55% -639 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: 7,652 shares; 2024Q4: 19,196 shares; 2025Q1: 20,354 shares; 2025Q2: 22,923 shares; 2025Q3: 28,465 shares; 2025Q4: 30,991 shares; 2026Q1: 30,824 shares; 2026Q2: 29,942 shares 29,942 $2.49M 0.53% -882 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,979 shares; 2024Q4: 101,676 shares; 2025Q1: 100,714 shares; 2025Q2: 96,876 shares; 2025Q3: 89,713 shares; 2025Q4: 87,278 shares; 2026Q1: 85,987 shares; 2026Q2: 84,838 shares 84,838 $2.46M 0.52% -1,149 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,013 shares; 2026Q2: 28,016 shares 28,016 $2.32M 0.49% +2,003 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: 4,585 shares; 2024Q4: 5,621 shares; 2025Q1: 6,318 shares; 2025Q2: 6,521 shares; 2025Q3: 6,316 shares; 2025Q4: 6,549 shares; 2026Q1: 6,777 shares; 2026Q2: 27,916 shares 27,916 $2.25M 0.48% +21,139 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,365 shares; 2024Q4: 96,144 shares; 2025Q1: 95,691 shares; 2025Q2: 85,718 shares; 2025Q3: 81,003 shares; 2025Q4: 80,604 shares; 2026Q1: 75,802 shares; 2026Q2: 74,452 shares 74,452 $2.06M 0.44% -1,350 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,829 shares; 2025Q4: 10,470 shares; 2026Q1: 11,091 shares; 2026Q2: 10,898 shares 10,898 $2.02M 0.43% -193 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,717 shares; 2024Q4: 11,005 shares; 2025Q1: 12,260 shares; 2025Q2: 12,434 shares; 2025Q3: 12,988 shares; 2025Q4: 11,654 shares; 2026Q1: 11,481 shares; 2026Q2: 10,947 shares 10,947 $1.92M 0.41% -534 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,078 shares; 2024Q4: 60,332 shares; 2025Q1: 60,756 shares; 2025Q2: 62,308 shares; 2025Q3: 61,329 shares; 2025Q4: 61,203 shares; 2026Q1: 57,777 shares; 2026Q2: 52,563 shares 52,563 $1.91M 0.41% -5,214 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND 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: 9,409 shares; 2026Q2: 13,135 shares 13,135 $1.63M 0.35% +3,726 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,273 shares; 2026Q1: 17,504 shares; 2026Q2: 17,711 shares 17,711 $1.62M 0.35% +207 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: 22,125 shares; 2024Q4: 21,955 shares; 2025Q1: 21,918 shares; 2025Q2: 21,812 shares; 2025Q3: 21,452 shares; 2025Q4: 21,452 shares; 2026Q1: 21,291 shares; 2026Q2: 21,291 shares 21,291 $1.52M 0.32% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,046 shares; 2025Q2: 47,028 shares; 2025Q3: 47,028 shares; 2025Q4: 47,028 shares; 2026Q1: 48,309 shares; 2026Q2: 48,309 shares 48,309 $1.5M 0.32% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,098 shares; 2025Q2: 26,462 shares; 2025Q3: 26,394 shares; 2025Q4: 28,961 shares; 2026Q1: 31,528 shares; 2026Q2: 33,377 shares 33,377 $1.37M 0.29% +1,849 Timeline BPAY BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,853 shares; 2026Q1: 45,030 shares; 2026Q2: 47,593 shares 47,593 $1.22M 0.26% +2,563 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,633 shares; 2024Q4: 29,122 shares; 2025Q1: 28,947 shares; 2025Q2: 28,947 shares; 2025Q3: 28,947 shares; 2025Q4: 28,947 shares; 2026Q1: 28,947 shares; 2026Q2: 28,947 shares 28,947 $1.06M 0.23% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,156 shares; 2024Q4: 7,452 shares; 2025Q1: 7,043 shares; 2025Q2: 6,899 shares; 2025Q3: 6,807 shares; 2025Q4: 6,558 shares; 2026Q1: 6,371 shares; 2026Q2: 6,324 shares 6,324 $927K 0.2% -47 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: 14,063 shares; 2024Q4: 8,572 shares; 2025Q1: 8,412 shares; 2025Q2: 8,392 shares; 2025Q3: 8,392 shares; 2025Q4: 8,323 shares; 2026Q1: 8,260 shares; 2026Q2: 7,977 shares 7,977 $903K 0.19% -283 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 5,586 shares 5,586 $843K 0.18% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,554 shares; 2024Q4: 22,503 shares; 2025Q1: 21,245 shares; 2025Q2: 23,506 shares; 2025Q3: 27,048 shares; 2025Q4: 17,044 shares; 2026Q1: 14,886 shares; 2026Q2: 13,110 shares 13,110 $643K 0.14% -1,776 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,248 shares; 2024Q4: 6,684 shares; 2025Q1: 5,844 shares; 2025Q2: 5,702 shares; 2025Q3: 5,667 shares; 2025Q4: 5,587 shares; 2026Q1: 4,793 shares; 2026Q2: 4,376 shares 4,376 $593K 0.13% -417 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: 7,816 shares; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares; 2025Q2: 7,224 shares; 2025Q3: 7,224 shares; 2025Q4: 7,224 shares; 2026Q1: 7,228 shares; 2026Q2: 7,228 shares 7,228 $494K 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,225 shares; 2026Q2: 1,225 shares 1,225 $487K 0.1% 0 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; 2024Q3: 4,921 shares; 2024Q4: 3,209 shares; 2025Q1: 2,739 shares; 2025Q2: 2,521 shares; 2025Q3: not reported; 2025Q4: 2,414 shares; 2026Q1: 2,480 shares; 2026Q2: 4,695 shares 4,695 $461K 0.1% +2,215 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: 3,572 shares; 2024Q4: 3,397 shares; 2025Q1: 3,295 shares; 2025Q2: 3,295 shares; 2025Q3: 3,003 shares; 2025Q4: 2,968 shares; 2026Q1: 2,968 shares; 2026Q2: 2,968 shares 2,968 $435K 0.09% 0 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: 4,192 shares; 2024Q4: 3,735 shares; 2025Q1: 3,700 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares; 2025Q4: 3,460 shares; 2026Q1: 3,460 shares; 2026Q2: 3,460 shares 3,460 $359K 0.08% 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: 1,094 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 999 shares; 2025Q4: 992 shares; 2026Q1: 879 shares; 2026Q2: 958 shares 958 $342K 0.07% +79 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: 297 shares; 2025Q4: 283 shares; 2026Q1: 265 shares; 2026Q2: 261 shares 261 $313K 0.07% -4 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: not reported; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares; 2026Q2: 1,699 shares 1,699 $287K 0.06% -12 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,440 shares; 2024Q4: 3,440 shares; 2025Q1: 3,440 shares; 2025Q2: 3,440 shares; 2025Q3: 3,440 shares; 2025Q4: 3,440 shares; 2026Q1: 3,440 shares; 2026Q2: 3,440 shares 3,440 $281K 0.06% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 9,570 shares; 2025Q4: 9,570 shares; 2026Q1: 9,570 shares; 2026Q2: 9,570 shares 9,570 $262K 0.06% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $246K 0.05% 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: 3,250 shares; 2024Q4: not reported; 2025Q1: 3,020 shares; 2025Q2: 3,013 shares; 2025Q3: not reported; 2025Q4: 2,993 shares; 2026Q1: 2,993 shares; 2026Q2: 2,993 shares 2,993 $243K 0.05% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: 2,837 shares; 2025Q4: 2,837 shares; 2026Q1: 2,837 shares; 2026Q2: 2,837 shares 2,837 $243K 0.05% 0 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,823 shares; 2024Q4: 11,932 shares; 2025Q1: 10,823 shares; 2025Q2: 10,823 shares; 2025Q3: 10,823 shares; 2025Q4: 11,323 shares; 2026Q1: 11,323 shares; 2026Q2: 11,823 shares 11,823 $236K 0.05% +500 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 1,010 shares 1,010 $232K 0.05% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,997 shares; 2024Q4: 10,997 shares; 2025Q1: 10,997 shares; 2025Q2: 10,997 shares; 2025Q3: 10,997 shares; 2025Q4: 10,997 shares; 2026Q1: 10,997 shares; 2026Q2: 10,997 shares 10,997 $210K 0.04% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,290 shares; 2026Q2: 2,290 shares 2,290 $201K 0.04% 0 Timeline