IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,393 shares; 2024Q4: 345,708 shares; 2025Q1: 345,016 shares; 2025Q2: 346,676 shares; 2025Q3: 301,629 shares; 2025Q4: 291,167 shares; 2026Q1: 290,982 shares; 2026Q2: 284,885 shares 284,885 $117M 13.2% -6,097 Timeline PRF 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; 2024Q3: 2,225,980 shares; 2024Q4: 2,193,879 shares; 2025Q1: 2,228,054 shares; 2025Q2: 2,272,614 shares; 2025Q3: 2,058,963 shares; 2025Q4: 2,027,880 shares; 2026Q1: 2,027,977 shares; 2026Q2: 2,054,047 shares 2,054,047 $111M 12.56% +26,070 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: 1,496,457 shares; 2024Q4: 1,514,559 shares; 2025Q1: 1,543,159 shares; 2025Q2: 1,566,146 shares; 2025Q3: 1,473,187 shares; 2025Q4: 1,452,866 shares; 2026Q1: 1,445,106 shares; 2026Q2: 1,462,274 shares 1,462,274 $104M 11.79% +17,168 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,674,846 shares; 2024Q4: 1,462,316 shares; 2025Q1: 1,431,474 shares; 2025Q2: 1,350,586 shares; 2025Q3: 1,289,754 shares; 2025Q4: 1,235,075 shares; 2026Q1: 1,337,826 shares; 2026Q2: 1,326,255 shares 1,326,255 $67.1M 7.6% -11,571 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: 552,784 shares; 2024Q4: 573,822 shares; 2025Q1: 600,133 shares; 2025Q2: 605,839 shares; 2025Q3: 607,397 shares; 2025Q4: 614,693 shares; 2026Q1: 628,847 shares; 2026Q2: 675,069 shares 675,069 $52.6M 5.95% +46,222 Timeline PRFZ 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; 2024Q3: 869,260 shares; 2024Q4: 863,662 shares; 2025Q1: 884,992 shares; 2025Q2: 898,927 shares; 2025Q3: 775,675 shares; 2025Q4: 784,081 shares; 2026Q1: 803,591 shares; 2026Q2: 805,518 shares 805,518 $44.9M 5.08% +1,927 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: 267,021 shares; 2024Q4: 287,067 shares; 2025Q1: 395,057 shares; 2025Q2: 399,132 shares; 2025Q3: 402,623 shares; 2025Q4: 400,886 shares; 2026Q1: 407,435 shares; 2026Q2: 416,709 shares 416,709 $41.2M 4.67% +9,274 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,067 shares; 2024Q4: 294,729 shares; 2025Q1: 308,276 shares; 2025Q2: 314,433 shares; 2025Q3: 314,320 shares; 2025Q4: 325,970 shares; 2026Q1: 333,103 shares; 2026Q2: 331,302 shares 331,302 $36.3M 4.1% -1,801 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: 358,627 shares; 2024Q4: 355,859 shares; 2025Q1: 352,551 shares; 2025Q2: 352,163 shares; 2025Q3: 302,380 shares; 2025Q4: 289,862 shares; 2026Q1: 287,731 shares; 2026Q2: 288,795 shares 288,795 $30M 3.4% +1,064 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: 548,711 shares; 2024Q4: 540,226 shares; 2025Q1: 542,652 shares; 2025Q2: 538,604 shares; 2025Q3: 505,230 shares; 2025Q4: 501,853 shares; 2026Q1: 496,677 shares; 2026Q2: 501,227 shares 501,227 $29.9M 3.39% +4,550 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: 373,447 shares; 2024Q4: 380,437 shares; 2025Q1: 398,062 shares; 2025Q2: 409,240 shares; 2025Q3: 415,982 shares; 2025Q4: 414,185 shares; 2026Q1: 443,066 shares; 2026Q2: 471,203 shares 471,203 $23.8M 2.7% +28,137 Timeline VONE 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: 54,951 shares; 2024Q4: 53,720 shares; 2025Q1: 62,107 shares; 2025Q2: 67,202 shares; 2025Q3: 56,141 shares; 2025Q4: 52,932 shares; 2026Q1: 53,283 shares; 2026Q2: 53,349 shares 53,349 $18.1M 2.05% +66 Timeline BND 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: 154,135 shares; 2024Q4: 189,306 shares; 2025Q1: 201,778 shares; 2025Q2: 212,918 shares; 2025Q3: 207,828 shares; 2025Q4: 200,979 shares; 2026Q1: 210,523 shares; 2026Q2: 229,734 shares 229,734 $16.9M 1.91% +19,211 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: 50,846 shares; 2024Q4: 50,206 shares; 2025Q1: 53,127 shares; 2025Q2: 54,495 shares; 2025Q3: 47,397 shares; 2025Q4: 45,169 shares; 2026Q1: 44,948 shares; 2026Q2: 44,714 shares 44,714 $13.4M 1.52% -234 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: 60,011 shares; 2024Q4: 25,091 shares; 2025Q1: 25,134 shares; 2025Q2: 21,429 shares; 2025Q3: 53,712 shares; 2025Q4: 18,358 shares; 2026Q1: 18,808 shares; 2026Q2: 45,091 shares 45,091 $13M 1.48% +26,283 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,352 shares; 2024Q4: 25,358 shares; 2025Q1: 25,347 shares; 2025Q2: 25,338 shares; 2025Q3: 24,317 shares; 2025Q4: 24,290 shares; 2026Q1: 24,168 shares; 2026Q2: 96,522 shares 96,522 $12M 1.36% +72,354 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: 131,529 shares; 2024Q4: 132,010 shares; 2025Q1: 133,712 shares; 2025Q2: 133,421 shares; 2025Q3: 121,754 shares; 2025Q4: 109,840 shares; 2026Q1: 109,325 shares; 2026Q2: 100,765 shares 100,765 $9.73M 1.1% -8,560 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,905 shares; 2024Q4: 39,235 shares; 2025Q1: 39,416 shares; 2025Q2: 38,854 shares; 2025Q3: 36,979 shares; 2025Q4: 37,041 shares; 2026Q1: 37,095 shares; 2026Q2: 37,111 shares 37,111 $9M 1.02% +16 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: 169,826 shares; 2024Q4: 162,735 shares; 2025Q1: 160,816 shares; 2025Q2: 157,783 shares; 2025Q3: 114,295 shares; 2025Q4: 107,352 shares; 2026Q1: 107,002 shares; 2026Q2: 104,559 shares 104,559 $7.15M 0.81% -2,443 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,387 shares; 2024Q4: 40,669 shares; 2025Q1: 40,683 shares; 2025Q2: 42,699 shares; 2025Q3: 42,131 shares; 2025Q4: 41,918 shares; 2026Q1: 41,607 shares; 2026Q2: 41,321 shares 41,321 $6.49M 0.73% -286 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,264 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,444 shares 80,444 $6.09M 0.69% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,946 shares; 2025Q2: 28,903 shares; 2025Q3: 38,245 shares; 2025Q4: 45,052 shares; 2026Q1: 52,674 shares; 2026Q2: 56,314 shares 56,314 $5.76M 0.65% +3,640 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,087 shares; 2024Q4: 86,799 shares; 2025Q1: 88,006 shares; 2025Q2: 89,286 shares; 2025Q3: 88,739 shares; 2025Q4: 94,534 shares; 2026Q1: 96,423 shares; 2026Q2: 105,322 shares 105,322 $5.62M 0.64% +8,899 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,194 shares; 2024Q4: 89,187 shares; 2025Q1: 91,104 shares; 2025Q2: 88,764 shares; 2025Q3: 68,365 shares; 2025Q4: 67,667 shares; 2026Q1: 65,471 shares; 2026Q2: 64,030 shares 64,030 $5.3M 0.6% -1,441 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: 49,270 shares; 2024Q4: 59,340 shares; 2025Q1: 67,599 shares; 2025Q2: 58,446 shares; 2025Q3: 56,206 shares; 2025Q4: 56,395 shares; 2026Q1: 55,425 shares; 2026Q2: 55,529 shares 55,529 $4.94M 0.56% +104 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: 20,875 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 20,574 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,699 shares 19,699 $4.34M 0.49% new 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: 9,090 shares; 2024Q4: 8,792 shares; 2025Q1: 8,574 shares; 2025Q2: 8,585 shares; 2025Q3: 7,493 shares; 2025Q4: 6,993 shares; 2026Q1: 7,522 shares; 2026Q2: 10,485 shares 10,485 $3.91M 0.44% +2,963 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: 32,772 shares; 2024Q4: 32,772 shares; 2025Q1: 32,472 shares; 2025Q2: 31,139 shares; 2025Q3: 31,089 shares; 2025Q4: 30,589 shares; 2026Q1: 30,589 shares; 2026Q2: 30,738 shares 30,738 $3.61M 0.41% +149 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: 9,751 shares; 2024Q4: 9,746 shares; 2025Q1: 9,572 shares; 2025Q2: 10,427 shares; 2025Q3: 7,208 shares; 2025Q4: 7,202 shares; 2026Q1: 7,264 shares; 2026Q2: 8,299 shares 8,299 $3.07M 0.35% +1,035 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: 9,941 shares; 2024Q4: 9,996 shares; 2025Q1: 10,065 shares; 2025Q2: 10,863 shares; 2025Q3: 10,357 shares; 2025Q4: 13,045 shares; 2026Q1: 12,734 shares; 2026Q2: 12,892 shares 12,892 $2.81M 0.32% +158 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 132,157 shares; 2026Q2: 145,479 shares 145,479 $2.58M 0.29% +13,322 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: 5,701 shares; 2024Q4: 5,687 shares; 2025Q1: 5,681 shares; 2025Q2: 5,680 shares; 2025Q3: 4,838 shares; 2025Q4: 4,838 shares; 2026Q1: 4,838 shares; 2026Q2: 4,838 shares 4,838 $2.42M 0.27% 0 Timeline VTIP 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: 47,700 shares; 2024Q4: 48,324 shares; 2025Q1: 50,720 shares; 2025Q2: 49,913 shares; 2025Q3: 46,166 shares; 2025Q4: 45,575 shares; 2026Q1: 46,911 shares; 2026Q2: 47,167 shares 47,167 $2.37M 0.27% +256 Timeline VTWO 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: 18,716 shares; 2024Q4: 21,929 shares; 2025Q1: 19,172 shares; 2025Q2: 25,560 shares; 2025Q3: 19,681 shares; 2025Q4: 17,856 shares; 2026Q1: 17,558 shares; 2026Q2: 17,501 shares 17,501 $2.12M 0.24% -57 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,691 shares; 2024Q4: 4,622 shares; 2025Q1: 5,730 shares; 2025Q2: 5,794 shares; 2025Q3: 82,718 shares; 2025Q4: 5,701 shares; 2026Q1: 5,701 shares; 2026Q2: 41,115 shares 41,115 $2.05M 0.23% +35,414 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,065 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 980 shares 980 $1.95M 0.22% +15 Timeline VONV 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: 16,570 shares; 2024Q4: 16,605 shares; 2025Q1: 16,636 shares; 2025Q2: 18,040 shares; 2025Q3: 18,090 shares; 2025Q4: 17,234 shares; 2026Q1: 16,127 shares; 2026Q2: 16,372 shares 16,372 $1.74M 0.2% +245 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: 3,814 shares; 2024Q4: 3,398 shares; 2025Q1: 3,307 shares; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares; 2025Q4: 3,034 shares; 2026Q1: 2,871 shares; 2026Q2: 4,720 shares 4,720 $1.67M 0.19% +1,849 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: 2,655 shares; 2024Q4: 2,655 shares; 2025Q1: 2,616 shares; 2025Q2: 2,616 shares; 2025Q3: 2,212 shares; 2025Q4: 2,205 shares; 2026Q1: 2,205 shares; 2026Q2: 2,205 shares 2,205 $1.65M 0.19% 0 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: 1,829 shares; 2024Q4: 1,829 shares; 2025Q1: 1,822 shares; 2025Q2: 1,826 shares; 2025Q3: 1,819 shares; 2025Q4: 1,809 shares; 2026Q1: 1,809 shares; 2026Q2: 1,735 shares 1,735 $1.62M 0.18% -74 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: 2,016 shares; 2024Q4: 2,016 shares; 2025Q1: 2,016 shares; 2025Q2: 1,500 shares; 2025Q3: 1,654 shares; 2025Q4: 1,344 shares; 2026Q1: 1,482 shares; 2026Q2: 4,512 shares 4,512 $1.61M 0.18% +3,030 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,141 shares; 2024Q4: 4,075 shares; 2025Q1: 3,820 shares; 2025Q2: 3,831 shares; 2025Q3: 10,886 shares; 2025Q4: 3,848 shares; 2026Q1: 5,915 shares; 2026Q2: 12,647 shares 12,647 $1.6M 0.18% +6,732 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,054 shares; 2024Q4: 6,057 shares; 2025Q1: 6,070 shares; 2025Q2: 6,394 shares; 2025Q3: 6,449 shares; 2025Q4: 6,393 shares; 2026Q1: 6,281 shares; 2026Q2: 6,297 shares 6,297 $1.53M 0.17% +16 Timeline ESGV 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: 12,964 shares; 2024Q4: 12,997 shares; 2025Q1: 12,974 shares; 2025Q2: 11,168 shares; 2025Q3: 11,185 shares; 2025Q4: 11,210 shares; 2026Q1: 11,420 shares; 2026Q2: 11,442 shares 11,442 $1.51M 0.17% +22 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: 2,610 shares; 2024Q4: 2,598 shares; 2025Q1: 2,597 shares; 2025Q2: 2,599 shares; 2025Q3: 3,500 shares; 2025Q4: 2,326 shares; 2026Q1: 2,396 shares; 2026Q2: 3,570 shares 3,570 $1.26M 0.14% +1,174 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: 1,568 shares; 2025Q1: not reported; 2025Q2: 1,619 shares; 2025Q3: 1,568 shares; 2025Q4: 1,568 shares; 2026Q1: 1,707 shares; 2026Q2: 6,214 shares 6,214 $1.24M 0.14% +4,507 Timeline DFAI 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: 26,998 shares; 2026Q1: 27,051 shares; 2026Q2: 27,286 shares 27,286 $1.13M 0.13% +235 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: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares; 2025Q2: 1,982 shares; 2025Q3: 2,220 shares; 2025Q4: 1,828 shares; 2026Q1: 1,828 shares; 2026Q2: 4,630 shares 4,630 $1.1M 0.12% +2,802 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,490 shares; 2024Q4: 5,423 shares; 2025Q1: 5,395 shares; 2025Q2: 5,398 shares; 2025Q3: 6,477 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares; 2026Q2: 5,239 shares 5,239 $1.1M 0.12% +1,064 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: 645 shares; 2024Q4: 645 shares; 2025Q1: 1,020 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares; 2026Q2: 1,013 shares 1,013 $1.08M 0.12% -1 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: 8,811 shares; 2024Q4: 8,811 shares; 2025Q1: 8,811 shares; 2025Q2: 8,811 shares; 2025Q3: 7,685 shares; 2025Q4: 7,685 shares; 2026Q1: 7,685 shares; 2026Q2: 7,309 shares 7,309 $1.01M 0.11% -376 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: 6,748 shares 6,748 $923K 0.1% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,293 shares; 2024Q4: 11,973 shares; 2025Q1: 12,459 shares; 2025Q2: 11,979 shares; 2025Q3: 12,399 shares; 2025Q4: 9,534 shares; 2026Q1: 10,189 shares; 2026Q2: 9,098 shares 9,098 $917K 0.1% -1,091 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,498 shares; 2024Q4: 13,190 shares; 2025Q1: 11,310 shares; 2025Q2: 11,310 shares; 2025Q3: 17,374 shares; 2025Q4: 11,310 shares; 2026Q1: 11,310 shares; 2026Q2: 17,374 shares 17,374 $877K 0.1% +6,064 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: 13,874 shares; 2024Q4: 8,950 shares; 2025Q1: 8,221 shares; 2025Q2: 8,226 shares; 2025Q3: 15,477 shares; 2025Q4: 8,221 shares; 2026Q1: 8,085 shares; 2026Q2: 15,363 shares 15,363 $875K 0.1% +7,278 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,072 shares; 2024Q4: 2,986 shares; 2025Q1: 2,994 shares; 2025Q2: 3,897 shares; 2025Q3: 3,907 shares; 2025Q4: 3,917 shares; 2026Q1: 3,927 shares; 2026Q2: 3,936 shares 3,936 $863K 0.1% +9 Timeline JMUB 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: 15,720 shares; 2026Q1: 15,720 shares; 2026Q2: 15,720 shares 15,720 $796K 0.09% 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: 2,920 shares; 2024Q4: 2,888 shares; 2025Q1: 2,894 shares; 2025Q2: 2,894 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares; 2026Q1: 2,405 shares; 2026Q2: 2,409 shares 2,409 $789K 0.09% +4 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: 6,782 shares; 2024Q4: 5,082 shares; 2025Q1: 6,195 shares; 2025Q2: 6,286 shares; 2025Q3: 8,853 shares; 2025Q4: 4,796 shares; 2026Q1: 5,673 shares; 2026Q2: 9,277 shares 9,277 $754K 0.09% +3,604 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 0.08% 0 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,092 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,092 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,092 shares 4,092 $749K 0.08% new 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: 3,090 shares; 2024Q4: 3,090 shares; 2025Q1: 2,780 shares; 2025Q2: 2,812 shares; 2025Q3: 2,802 shares; 2025Q4: 2,801 shares; 2026Q1: 2,885 shares; 2026Q2: 2,889 shares 2,889 $734K 0.08% +4 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: 237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231 shares; 2026Q1: 373 shares; 2026Q2: 601 shares 601 $721K 0.08% +228 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: 3,395 shares; 2024Q4: 3,570 shares; 2025Q1: 3,290 shares; 2025Q2: 3,167 shares; 2025Q3: 3,001 shares; 2025Q4: 2,971 shares; 2026Q1: 1,659 shares; 2026Q2: 947 shares 947 $708K 0.08% -712 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: 1,391 shares; 2024Q4: 1,734 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,941 shares; 2025Q4: 1,782 shares; 2026Q1: 1,846 shares; 2026Q2: 1,880 shares 1,880 $693K 0.08% +34 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares; 2026Q2: 1,628 shares 1,628 $676K 0.08% +1 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: 2,284 shares; 2024Q4: 2,284 shares; 2025Q1: 2,684 shares; 2025Q2: 2,684 shares; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares; 2026Q1: 2,953 shares; 2026Q2: 3,562 shares 3,562 $676K 0.08% +609 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD 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: 6,644 shares; 2026Q1: 6,644 shares; 2026Q2: 6,644 shares 6,644 $673K 0.08% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,594 shares; 2024Q4: 11,351 shares; 2025Q1: 8,426 shares; 2025Q2: 7,809 shares; 2025Q3: 7,731 shares; 2025Q4: 6,426 shares; 2026Q1: 6,831 shares; 2026Q2: 6,408 shares 6,408 $655K 0.07% -423 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 8,488 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,116 shares 9,116 $643K 0.07% new Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,462 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,462 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,462 shares 17,462 $633K 0.07% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 654 shares; 2025Q2: 651 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 573 shares; 2026Q2: 874 shares 874 $623K 0.07% +301 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: 1,950 shares; 2024Q4: not reported; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 2,478 shares; 2025Q4: 722 shares; 2026Q1: not reported; 2026Q2: 2,143 shares 2,143 $603K 0.07% new 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: 2,475 shares; 2024Q4: 2,453 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,921 shares; 2026Q2: 2,358 shares 2,358 $593K 0.07% +437 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: not reported; 2024Q4: not reported; 2025Q1: 5,956 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,956 shares; 2026Q2: 14,656 shares 14,656 $539K 0.06% +8,700 Timeline VTHR 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: 2,262 shares; 2024Q4: 2,263 shares; 2025Q1: 2,026 shares; 2025Q2: 1,787 shares; 2025Q3: 1,722 shares; 2025Q4: 1,653 shares; 2026Q1: 1,619 shares; 2026Q2: 1,619 shares 1,619 $537K 0.06% 0 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: 6,671 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,507 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,094 shares 6,094 $504K 0.06% new Timeline BA BOEING CO More: the full row for BOEING 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: 2,324 shares; 2025Q4: 2,324 shares; 2026Q1: 2,324 shares; 2026Q2: 2,324 shares 2,324 $503K 0.06% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,080 shares; 2024Q4: 4,677 shares; 2025Q1: 3,488 shares; 2025Q2: 4,204 shares; 2025Q3: 5,722 shares; 2025Q4: 4,262 shares; 2026Q1: 3,355 shares; 2026Q2: 5,108 shares 5,108 $499K 0.06% +1,753 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,097 shares; 2024Q4: 3,430 shares; 2025Q1: 3,435 shares; 2025Q2: 3,380 shares; 2025Q3: 4,041 shares; 2025Q4: 1,491 shares; 2026Q1: 1,451 shares; 2026Q2: 2,088 shares 2,088 $497K 0.06% +637 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $487K 0.06% new 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: 1,827 shares; 2024Q4: 1,817 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 2,008 shares; 2026Q2: 1,761 shares 1,761 $476K 0.05% -247 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: not reported; 2024Q4: 2,834 shares; 2025Q1: 2,867 shares; 2025Q2: 3,024 shares; 2025Q3: 3,262 shares; 2025Q4: 6,660 shares; 2026Q1: 8,851 shares; 2026Q2: 8,892 shares 8,892 $472K 0.05% +41 Timeline RSPT 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; 2024Q3: 6,898 shares; 2024Q4: 6,968 shares; 2025Q1: 6,682 shares; 2025Q2: 8,320 shares; 2025Q3: 7,381 shares; 2025Q4: 7,184 shares; 2026Q1: 7,184 shares; 2026Q2: 7,183 shares 7,183 $463K 0.05% -1 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,929 shares; 2026Q1: 14,645 shares; 2026Q2: 14,652 shares 14,652 $456K 0.05% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 851 shares; 2025Q4: 851 shares; 2026Q1: 833 shares; 2026Q2: 1,307 shares 1,307 $448K 0.05% +474 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: 1,550 shares; 2024Q4: 1,490 shares; 2025Q1: 1,500 shares; 2025Q2: 1,505 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,165 shares 1,165 $440K 0.05% new 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: 9,832 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,832 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,832 shares 9,832 $436K 0.05% new Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,970 shares; 2024Q4: 1,942 shares; 2025Q1: 1,942 shares; 2025Q2: 2,793 shares; 2025Q3: 2,458 shares; 2025Q4: 2,476 shares; 2026Q1: 2,476 shares; 2026Q2: 2,145 shares 2,145 $435K 0.05% -331 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,118 shares; 2026Q1: 1,117 shares; 2026Q2: 1,101 shares 1,101 $434K 0.05% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 658 shares; 2026Q2: 842 shares 842 $432K 0.05% +184 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: 2,604 shares; 2024Q4: 2,604 shares; 2025Q1: 2,610 shares; 2025Q2: 2,610 shares; 2025Q3: 2,610 shares; 2025Q4: 2,610 shares; 2026Q1: 3,729 shares; 2026Q2: 3,735 shares 3,735 $423K 0.05% +6 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,274 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,079 shares 1,079 $421K 0.05% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,468 shares; 2024Q4: 7,107 shares; 2025Q1: 6,868 shares; 2025Q2: 6,459 shares; 2025Q3: 3,511 shares; 2025Q4: 3,152 shares; 2026Q1: 6,100 shares; 2026Q2: 5,521 shares 5,521 $417K 0.05% -579 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,771 shares; 2024Q4: 2,773 shares; 2025Q1: 2,774 shares; 2025Q2: 2,776 shares; 2025Q3: 2,777 shares; 2025Q4: 2,779 shares; 2026Q1: 2,780 shares; 2026Q2: 2,781 shares 2,781 $396K 0.04% +1 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: 2,849 shares; 2024Q4: 2,855 shares; 2025Q1: 3,264 shares; 2025Q2: 3,274 shares; 2025Q3: 2,800 shares; 2025Q4: 2,808 shares; 2026Q1: 2,915 shares; 2026Q2: 2,621 shares 2,621 $384K 0.04% -294 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: 2,796 shares; 2024Q4: 2,755 shares; 2025Q1: 2,312 shares; 2025Q2: 2,266 shares; 2025Q3: 2,478 shares; 2025Q4: 2,236 shares; 2026Q1: 2,210 shares; 2026Q2: 2,452 shares 2,452 $383K 0.04% +242 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA 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: 319 shares 319 $375K 0.04% new 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: 1,744 shares; 2024Q4: 1,732 shares; 2025Q1: 1,735 shares; 2025Q2: 1,755 shares; 2025Q3: 1,855 shares; 2025Q4: 1,856 shares; 2026Q1: 2,155 shares; 2026Q2: 2,157 shares 2,157 $358K 0.04% +2 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: not reported; 2026Q2: 629 shares 629 $354K 0.04% new 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: 4,161 shares; 2024Q4: 4,055 shares; 2025Q1: 3,099 shares; 2025Q2: 3,099 shares; 2025Q3: 3,099 shares; 2025Q4: 3,099 shares; 2026Q1: 3,099 shares; 2026Q2: 3,099 shares 3,099 $342K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 1,145 shares; 2025Q2: 1,161 shares; 2025Q3: 809 shares; 2025Q4: not reported; 2026Q1: 809 shares; 2026Q2: 1,254 shares 1,254 $339K 0.04% +445 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,181 shares; 2024Q4: 2,181 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 2,181 shares; 2025Q4: 2,181 shares; 2026Q1: 2,181 shares; 2026Q2: 2,181 shares 2,181 $332K 0.04% 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: 738 shares; 2024Q4: 738 shares; 2025Q1: 745 shares; 2025Q2: 724 shares; 2025Q3: 1,371 shares; 2025Q4: 1,045 shares; 2026Q1: 797 shares; 2026Q2: 797 shares 797 $331K 0.04% 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: 1,642 shares; 2024Q4: 1,642 shares; 2025Q1: 1,472 shares; 2025Q2: 1,474 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,193 shares; 2026Q2: 1,193 shares 1,193 $324K 0.04% 0 Timeline VV 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: 939 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 939 shares; 2026Q1: 939 shares; 2026Q2: 939 shares 939 $323K 0.04% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,079 shares; 2024Q4: 4,264 shares; 2025Q1: 4,419 shares; 2025Q2: 4,419 shares; 2025Q3: 4,984 shares; 2025Q4: 4,984 shares; 2026Q1: 4,780 shares; 2026Q2: 4,780 shares 4,780 $320K 0.04% 0 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: not reported; 2024Q4: 6,370 shares; 2025Q1: 6,230 shares; 2025Q2: 6,230 shares; 2025Q3: 5,289 shares; 2025Q4: 5,654 shares; 2026Q1: 5,921 shares; 2026Q2: 5,924 shares 5,924 $318K 0.04% +3 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,465 shares; 2024Q4: 1,461 shares; 2025Q1: 1,485 shares; 2025Q2: 1,492 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 726 shares; 2026Q2: 837 shares 837 $313K 0.04% +111 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: 2,102 shares; 2024Q4: 2,102 shares; 2025Q1: 2,102 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,102 shares; 2026Q1: 2,102 shares; 2026Q2: 2,102 shares 2,102 $308K 0.03% 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: 3,058 shares; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,060 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 1,856 shares; 2026Q2: 2,094 shares 2,094 $307K 0.03% +238 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636 shares; 2024Q4: 636 shares; 2025Q1: 637 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 601 shares 601 $301K 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,878 shares; 2025Q3: 2,865 shares; 2025Q4: 1,482 shares; 2026Q1: 1,482 shares; 2026Q2: 1,482 shares 1,482 $297K 0.03% 0 Timeline VSGX 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: 3,496 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,204 shares; 2025Q4: 3,223 shares; 2026Q1: 3,302 shares; 2026Q2: 3,469 shares 3,469 $286K 0.03% +167 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 919 shares; 2026Q1: 919 shares; 2026Q2: 919 shares 919 $281K 0.03% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,466 shares; 2025Q2: 5,466 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,112 shares; 2026Q2: 3,726 shares 3,726 $281K 0.03% -1,386 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,302 shares 2,302 $272K 0.03% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,481 shares; 2024Q4: 6,497 shares; 2025Q1: 6,205 shares; 2025Q2: 6,220 shares; 2025Q3: 4,373 shares; 2025Q4: not reported; 2026Q1: 4,356 shares; 2026Q2: 4,896 shares 4,896 $265K 0.03% +540 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD 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: 5,106 shares; 2025Q4: 5,109 shares; 2026Q1: 5,150 shares; 2026Q2: 4,292 shares 4,292 $263K 0.03% -858 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: not reported; 2024Q4: not reported; 2025Q1: 1,831 shares; 2025Q2: 1,841 shares; 2025Q3: 1,547 shares; 2025Q4: not reported; 2026Q1: 1,547 shares; 2026Q2: 1,547 shares 1,547 $261K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 599 shares; 2026Q1: 599 shares; 2026Q2: 602 shares 602 $253K 0.03% +3 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: not reported; 2024Q4: 1,123 shares; 2025Q1: 1,271 shares; 2025Q2: 1,271 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 519 shares 519 $248K 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: 3,064 shares 3,064 $247K 0.03% new Timeline HELO 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: 4,707 shares; 2025Q2: 6,140 shares; 2025Q3: 6,157 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,647 shares 3,647 $246K 0.03% new 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: 2,497 shares; 2024Q4: 2,497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares; 2025Q4: 1,497 shares; 2026Q1: 1,497 shares; 2026Q2: 1,497 shares 1,497 $246K 0.03% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 1,393 shares 1,393 $246K 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 336 shares 336 $243K 0.03% new 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: 417 shares 417 $242K 0.03% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 705 shares 705 $240K 0.03% new Timeline JMST 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: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $240K 0.03% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW 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: 614 shares 614 $228K 0.03% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 4,029 shares 4,029 $227K 0.03% new Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF 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: 6,540 shares; 2026Q2: 7,284 shares 7,284 $223K 0.03% +744 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: 4,173 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,797 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,797 shares 3,797 $214K 0.02% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,895 shares; 2025Q4: 1,812 shares; 2026Q1: 1,000 shares; 2026Q2: 1,004 shares 1,004 $214K 0.02% +4 Timeline ICF 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: 3,072 shares 3,072 $208K 0.02% new Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,161 shares; 2024Q4: 29,161 shares; 2025Q1: 29,161 shares; 2025Q2: 29,161 shares; 2025Q3: 29,161 shares; 2025Q4: 29,161 shares; 2026Q1: 29,161 shares; 2026Q2: 29,161 shares 29,161 $206K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,605 shares 1,605 $206K 0.02% new Timeline CVLC 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,466 shares; 2026Q1: not reported; 2026Q2: 2,174 shares 2,174 $205K 0.02% new Timeline VOE 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: 1,038 shares 1,038 $205K 0.02% new Timeline DFAX 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: 5,552 shares 5,552 $205K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON 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: 176 shares 176 $203K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 1,768 shares 1,768 $202K 0.02% new Timeline PIO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,484 shares 4,484 $202K 0.02% new Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares; 2025Q4: 8,850 shares; 2026Q1: not reported; 2026Q2: 8,874 shares 8,874 $201K 0.02% new Timeline