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: not loaded; 2024Q4: 18,438 shares; 2025Q1: 21,902 shares; 2025Q2: 22,733 shares; 2025Q3: 24,369 shares; 2025Q4: 24,980 shares; 2026Q1: 27,064 shares; 2026Q2: 28,909 shares 28,909 $19.9M 11.53% +1,845 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: not loaded; 2024Q4: 36,398 shares; 2025Q1: 39,039 shares; 2025Q2: 38,848 shares; 2025Q3: 42,156 shares; 2025Q4: 47,957 shares; 2026Q1: 54,386 shares; 2026Q2: 58,292 shares 58,292 $12.8M 7.42% +3,906 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: not loaded; 2024Q4: 37,722 shares; 2025Q1: 38,069 shares; 2025Q2: 41,608 shares; 2025Q3: 41,452 shares; 2025Q4: 40,962 shares; 2026Q1: 40,372 shares; 2026Q2: 40,583 shares 40,583 $11.7M 6.82% +211 Timeline QQQM 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 loaded; 2024Q4: 16,472 shares; 2025Q1: 20,603 shares; 2025Q2: 22,205 shares; 2025Q3: 24,952 shares; 2025Q4: 26,953 shares; 2026Q1: 29,823 shares; 2026Q2: 33,799 shares 33,799 $10.2M 5.95% +3,976 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47,052 shares; 2025Q1: 110,108 shares; 2025Q2: 127,590 shares; 2025Q3: 137,803 shares; 2025Q4: 141,094 shares; 2026Q1: 161,600 shares; 2026Q2: 173,785 shares 173,785 $7.73M 4.49% +12,185 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59,945 shares; 2025Q1: 86,071 shares; 2025Q2: 95,457 shares; 2025Q3: 103,043 shares; 2025Q4: 108,200 shares; 2026Q1: 118,118 shares; 2026Q2: 125,705 shares 125,705 $6.19M 3.6% +7,587 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: not loaded; 2024Q4: 13,157 shares; 2025Q1: 14,084 shares; 2025Q2: 13,546 shares; 2025Q3: 14,171 shares; 2025Q4: 14,218 shares; 2026Q1: 15,005 shares; 2026Q2: 15,778 shares 15,778 $5.89M 3.42% +773 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: not loaded; 2024Q4: 9,967 shares; 2025Q1: 9,922 shares; 2025Q2: 9,850 shares; 2025Q3: 9,918 shares; 2025Q4: 10,240 shares; 2026Q1: 10,773 shares; 2026Q2: 11,378 shares 11,378 $3.72M 2.16% +605 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: not loaded; 2024Q4: 9,748 shares; 2025Q1: 10,216 shares; 2025Q2: 10,136 shares; 2025Q3: 10,268 shares; 2025Q4: 9,610 shares; 2026Q1: 9,723 shares; 2026Q2: 9,776 shares 9,776 $3.62M 2.1% +53 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 93,961 shares; 2025Q1: 92,083 shares; 2025Q2: 92,273 shares; 2025Q3: 94,621 shares; 2025Q4: 99,044 shares; 2026Q1: 97,678 shares; 2026Q2: 99,250 shares 99,250 $3.44M 2% +1,572 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,714 shares; 2025Q1: 7,196 shares; 2025Q2: 7,016 shares; 2025Q3: 7,831 shares; 2025Q4: 8,601 shares; 2026Q1: 8,899 shares; 2026Q2: 9,464 shares 9,464 $3.34M 1.94% +565 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: not loaded; 2024Q4: 9,651 shares; 2025Q1: 10,090 shares; 2025Q2: 9,319 shares; 2025Q3: 10,024 shares; 2025Q4: 10,784 shares; 2026Q1: 11,899 shares; 2026Q2: 13,308 shares 13,308 $3.17M 1.84% +1,409 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: not loaded; 2024Q4: 16,416 shares; 2025Q1: 24,359 shares; 2025Q2: 24,144 shares; 2025Q3: 24,788 shares; 2025Q4: 24,181 shares; 2026Q1: 24,095 shares; 2026Q2: 24,272 shares 24,272 $2.75M 1.6% +177 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 loaded; 2024Q4: 3,390 shares; 2025Q1: 3,093 shares; 2025Q2: 2,101 shares; 2025Q3: 2,103 shares; 2025Q4: 2,149 shares; 2026Q1: 2,195 shares; 2026Q2: 2,274 shares 2,274 $2.62M 1.52% +79 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,155 shares; 2025Q1: 9,440 shares; 2025Q2: 9,361 shares; 2025Q3: 9,405 shares; 2025Q4: 9,502 shares; 2026Q1: 9,760 shares; 2026Q2: 8,761 shares 8,761 $2.24M 1.3% -999 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 loaded; 2024Q4: 6,697 shares; 2025Q1: 7,099 shares; 2025Q2: 6,584 shares; 2025Q3: 6,596 shares; 2025Q4: 6,418 shares; 2026Q1: 6,249 shares; 2026Q2: 6,252 shares 6,252 $2.23M 1.3% +3 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,223 shares; 2025Q1: 13,628 shares; 2025Q2: 14,964 shares; 2025Q3: 15,145 shares; 2025Q4: 15,291 shares; 2026Q1: 15,201 shares; 2026Q2: 15,280 shares 15,280 $2.09M 1.21% +79 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,831 shares; 2025Q1: 7,849 shares; 2025Q2: 7,074 shares; 2025Q3: 7,118 shares; 2025Q4: 7,174 shares; 2026Q1: 7,225 shares; 2026Q2: 6,966 shares 6,966 $1.96M 1.14% -259 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,388 shares; 2025Q1: 2,398 shares; 2025Q2: 2,398 shares; 2025Q3: 2,375 shares; 2025Q4: 2,380 shares; 2026Q1: 2,366 shares; 2026Q2: 2,362 shares 2,362 $1.74M 1.01% -4 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 loaded; 2024Q4: 3,038 shares; 2025Q1: 3,041 shares; 2025Q2: 2,614 shares; 2025Q3: 2,627 shares; 2025Q4: 2,783 shares; 2026Q1: 2,907 shares; 2026Q2: 2,973 shares 2,973 $1.73M 1% +66 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,761 shares; 2025Q1: 17,162 shares; 2025Q2: 17,220 shares; 2025Q3: 17,284 shares; 2025Q4: 16,423 shares; 2026Q1: 16,371 shares; 2026Q2: 16,420 shares 16,420 $1.58M 0.92% +49 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 loaded; 2024Q4: 3,693 shares; 2025Q1: 3,744 shares; 2025Q2: 3,668 shares; 2025Q3: 3,715 shares; 2025Q4: 3,929 shares; 2026Q1: 4,087 shares; 2026Q2: 4,456 shares 4,456 $1.53M 0.89% +369 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,063 shares; 2025Q1: 23,811 shares; 2025Q2: 23,811 shares; 2025Q3: 26,172 shares; 2025Q4: 26,385 shares; 2026Q1: 32,026 shares; 2026Q2: 39,349 shares 39,349 $1.48M 0.86% +7,323 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 loaded; 2024Q4: 1,154 shares; 2025Q1: 1,212 shares; 2025Q2: 1,158 shares; 2025Q3: 1,167 shares; 2025Q4: 1,069 shares; 2026Q1: 1,071 shares; 2026Q2: 1,226 shares 1,226 $1.47M 0.85% +155 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: not loaded; 2024Q4: 13,494 shares; 2025Q1: 13,725 shares; 2025Q2: 14,698 shares; 2025Q3: 15,025 shares; 2025Q4: 15,393 shares; 2026Q1: 15,933 shares; 2026Q2: 16,607 shares 16,607 $1.38M 0.8% +674 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,181 shares; 2025Q3: 1,155 shares; 2025Q4: 1,172 shares; 2026Q1: 1,145 shares; 2026Q2: 1,142 shares 1,142 $1.34M 0.78% -3 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,424 shares; 2025Q2: 3,419 shares; 2025Q3: 3,428 shares; 2025Q4: 3,157 shares; 2026Q1: 3,105 shares; 2026Q2: 3,139 shares 3,139 $1.34M 0.78% +34 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,758 shares; 2025Q2: 2,734 shares; 2025Q3: 2,740 shares; 2025Q4: 2,746 shares; 2026Q1: 2,717 shares; 2026Q2: 2,722 shares 2,722 $1.34M 0.78% +5 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,385 shares; 2025Q1: 2,368 shares; 2025Q2: 2,485 shares; 2025Q3: 2,498 shares; 2025Q4: 2,515 shares; 2026Q1: 2,529 shares; 2026Q2: 2,527 shares 2,527 $1.29M 0.75% -2 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,258 shares; 2025Q1: 7,232 shares; 2025Q2: 7,445 shares; 2025Q3: 7,604 shares; 2025Q4: 7,926 shares; 2026Q1: 8,094 shares; 2026Q2: 8,436 shares 8,436 $1.25M 0.72% +342 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: not loaded; 2024Q4: 3,201 shares; 2025Q1: 3,178 shares; 2025Q2: 3,179 shares; 2025Q3: 3,191 shares; 2025Q4: 3,012 shares; 2026Q1: 3,015 shares; 2026Q2: 3,061 shares 3,061 $1.22M 0.71% +46 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,780 shares; 2025Q1: 28,925 shares; 2025Q2: 26,567 shares; 2025Q3: 25,041 shares; 2025Q4: 25,065 shares; 2026Q1: 25,065 shares; 2026Q2: 25,397 shares 25,397 $1.2M 0.7% +332 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,092 shares; 2025Q1: 36,098 shares; 2025Q2: 35,588 shares; 2025Q3: 34,921 shares; 2025Q4: 34,313 shares; 2026Q1: 34,462 shares; 2026Q2: 34,061 shares 34,061 $1.16M 0.67% -401 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: not loaded; 2024Q4: 1,059 shares; 2025Q1: 1,071 shares; 2025Q2: 1,075 shares; 2025Q3: 1,072 shares; 2025Q4: 1,075 shares; 2026Q1: 1,077 shares; 2026Q2: 1,079 shares 1,079 $1.15M 0.67% +2 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 loaded; 2024Q4: 2,380 shares; 2025Q1: 2,362 shares; 2025Q2: 2,342 shares; 2025Q3: 2,340 shares; 2025Q4: 2,327 shares; 2026Q1: 2,233 shares; 2026Q2: 2,233 shares 2,233 $1.12M 0.65% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,512 shares; 2025Q1: 13,716 shares; 2025Q2: 13,157 shares; 2025Q3: 13,284 shares; 2025Q4: 13,449 shares; 2026Q1: 13,465 shares; 2026Q2: 13,585 shares 13,585 $1.12M 0.65% +120 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,703 shares; 2025Q3: 33,290 shares; 2025Q4: 33,492 shares; 2026Q1: 47,211 shares; 2026Q2: 47,454 shares 47,454 $1.06M 0.61% +243 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,486 shares; 2025Q1: 3,879 shares; 2025Q2: 2,354 shares; 2025Q3: 2,303 shares; 2025Q4: 2,340 shares; 2026Q1: 2,698 shares; 2026Q2: 2,734 shares 2,734 $1.03M 0.6% +36 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,776 shares; 2025Q1: 2,790 shares; 2025Q2: 2,789 shares; 2025Q3: 2,795 shares; 2025Q4: 2,780 shares; 2026Q1: 2,795 shares; 2026Q2: 2,798 shares 2,798 $967K 0.56% +3 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,104 shares; 2025Q1: 13,766 shares; 2025Q2: 8,158 shares; 2025Q3: 8,193 shares; 2025Q4: 8,237 shares; 2026Q1: 8,266 shares; 2026Q2: 8,288 shares 8,288 $946K 0.55% +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: not loaded; 2024Q4: 2,712 shares; 2025Q1: 2,767 shares; 2025Q2: 2,745 shares; 2025Q3: 2,769 shares; 2025Q4: 2,731 shares; 2026Q1: 2,686 shares; 2026Q2: 2,672 shares 2,672 $942K 0.55% -14 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 loaded; 2024Q4: 617 shares; 2025Q1: 662 shares; 2025Q2: 613 shares; 2025Q3: 625 shares; 2025Q4: 811 shares; 2026Q1: 1,056 shares; 2026Q2: 1,658 shares 1,658 $934K 0.54% +602 Timeline VB 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 loaded; 2024Q4: 2,162 shares; 2025Q1: 2,231 shares; 2025Q2: 2,342 shares; 2025Q3: 2,424 shares; 2025Q4: 2,499 shares; 2026Q1: 2,936 shares; 2026Q2: 3,041 shares 3,041 $922K 0.54% +105 Timeline RGS REGIS CORPORATION More: the full row for REGIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,789 shares; 2025Q2: 14,649 shares; 2025Q3: 32,187 shares; 2025Q4: 32,187 shares; 2026Q1: 32,187 shares; 2026Q2: 30,987 shares 30,987 $868K 0.5% -1,200 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: not loaded; 2024Q4: 2,213 shares; 2025Q1: 2,244 shares; 2025Q2: 2,220 shares; 2025Q3: 2,225 shares; 2025Q4: 2,077 shares; 2026Q1: 2,083 shares; 2026Q2: 2,089 shares 2,089 $867K 0.5% +6 Timeline RSP 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: not loaded; 2024Q4: 3,272 shares; 2025Q1: 3,836 shares; 2025Q2: 3,849 shares; 2025Q3: 3,863 shares; 2025Q4: 3,876 shares; 2026Q1: 4,041 shares; 2026Q2: 4,054 shares 4,054 $863K 0.5% +13 Timeline UPGD 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: not loaded; 2024Q4: 10,511 shares; 2025Q1: 10,368 shares; 2025Q2: 10,368 shares; 2025Q3: 10,340 shares; 2025Q4: 10,518 shares; 2026Q1: 10,518 shares; 2026Q2: 10,401 shares 10,401 $852K 0.5% -117 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,046 shares; 2025Q1: 1,387 shares; 2025Q2: 1,392 shares; 2025Q3: 1,374 shares; 2025Q4: 1,402 shares; 2026Q1: 1,590 shares; 2026Q2: 1,999 shares 1,999 $831K 0.48% +409 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: not loaded; 2024Q4: 904 shares; 2025Q1: 1,062 shares; 2025Q2: 1,070 shares; 2025Q3: 1,073 shares; 2025Q4: 1,086 shares; 2026Q1: 1,089 shares; 2026Q2: 1,092 shares 1,092 $815K 0.47% +3 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 loaded; 2024Q4: 6,615 shares; 2025Q1: 6,752 shares; 2025Q2: 6,669 shares; 2025Q3: 6,733 shares; 2025Q4: 6,478 shares; 2026Q1: 6,276 shares; 2026Q2: 6,241 shares 6,241 $802K 0.47% -35 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,903 shares; 2025Q1: 2,443 shares; 2025Q2: 2,448 shares; 2025Q3: 2,453 shares; 2025Q4: 2,430 shares; 2026Q1: 2,230 shares; 2026Q2: 2,216 shares 2,216 $760K 0.44% -14 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,767 shares; 2025Q1: 38,212 shares; 2025Q2: 37,415 shares; 2025Q3: 36,404 shares; 2025Q4: 36,790 shares; 2026Q1: 34,315 shares; 2026Q2: 33,574 shares 33,574 $695K 0.4% -741 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: not loaded; 2024Q4: 3,561 shares; 2025Q1: 3,315 shares; 2025Q2: 3,297 shares; 2025Q3: 3,309 shares; 2025Q4: 2,988 shares; 2026Q1: 2,742 shares; 2026Q2: 2,698 shares 2,698 $685K 0.4% -44 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,873 shares; 2026Q2: 25,070 shares 25,070 $656K 0.38% +11,197 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 loaded; 2024Q4: 1,325 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,411 shares; 2025Q4: 1,888 shares; 2026Q1: 1,935 shares; 2026Q2: 8,133 shares 8,133 $655K 0.38% +6,198 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: not loaded; 2024Q4: 2,739 shares; 2025Q1: 2,727 shares; 2025Q2: 2,694 shares; 2025Q3: 2,584 shares; 2025Q4: 2,601 shares; 2026Q1: 2,578 shares; 2026Q2: 2,599 shares 2,599 $654K 0.38% +21 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,405 shares; 2025Q1: 2,508 shares; 2025Q2: 2,494 shares; 2025Q3: 2,485 shares; 2025Q4: 2,308 shares; 2026Q1: 2,219 shares; 2026Q2: 2,158 shares 2,158 $633K 0.37% -61 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,531 shares; 2025Q1: 11,505 shares; 2025Q2: 11,351 shares; 2025Q3: 10,035 shares; 2025Q4: 9,380 shares; 2026Q1: 9,013 shares; 2026Q2: 8,191 shares 8,191 $631K 0.37% -822 Timeline VOOG 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: not loaded; 2024Q4: 2,406 shares; 2025Q1: 2,349 shares; 2025Q2: 1,173 shares; 2025Q3: 1,199 shares; 2025Q4: 1,149 shares; 2026Q1: 1,272 shares; 2026Q2: 7,543 shares 7,543 $623K 0.36% +6,271 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: not loaded; 2024Q4: 3,198 shares; 2025Q1: 2,993 shares; 2025Q2: 3,882 shares; 2025Q3: 3,921 shares; 2025Q4: 4,029 shares; 2026Q1: 4,037 shares; 2026Q2: 4,046 shares 4,046 $613K 0.36% +9 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,208 shares; 2025Q1: 14,208 shares; 2025Q2: 14,208 shares; 2025Q3: 14,208 shares; 2025Q4: 14,208 shares; 2026Q1: 15,835 shares; 2026Q2: 15,317 shares 15,317 $563K 0.33% -518 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,677 shares; 2025Q1: 1,622 shares; 2025Q2: 2,394 shares; 2025Q3: 2,414 shares; 2025Q4: 2,419 shares; 2026Q1: 2,382 shares; 2026Q2: 2,367 shares 2,367 $560K 0.33% -15 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,274 shares; 2026Q1: 1,275 shares; 2026Q2: 1,277 shares 1,277 $553K 0.32% +2 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: not loaded; 2024Q4: 2,264 shares; 2025Q1: 2,332 shares; 2025Q2: 2,320 shares; 2025Q3: 2,333 shares; 2025Q4: 2,205 shares; 2026Q1: 2,217 shares; 2026Q2: 1,993 shares 1,993 $542K 0.31% -224 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 1,715 shares; 2025Q3: 1,720 shares; 2025Q4: 1,650 shares; 2026Q1: 1,632 shares; 2026Q2: 1,589 shares 1,589 $541K 0.31% -43 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: not loaded; 2024Q4: 2,343 shares; 2025Q1: 2,371 shares; 2025Q2: 2,344 shares; 2025Q3: 2,374 shares; 2025Q4: 2,385 shares; 2026Q1: 2,357 shares; 2026Q2: 2,250 shares 2,250 $535K 0.31% -107 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,176 shares; 2026Q2: 15,653 shares 15,653 $514K 0.3% +8,477 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,997 shares; 2025Q1: 3,469 shares; 2025Q2: 3,316 shares; 2025Q3: 3,355 shares; 2025Q4: 3,360 shares; 2026Q1: 3,317 shares; 2026Q2: 3,278 shares 3,278 $514K 0.3% -39 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: 1,697 shares; 2025Q3: 1,720 shares; 2025Q4: 1,727 shares; 2026Q1: 1,733 shares; 2026Q2: 1,744 shares 1,744 $490K 0.28% +11 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,300 shares; 2026Q1: 2,315 shares; 2026Q2: 2,353 shares 2,353 $471K 0.27% +38 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,359 shares; 2025Q1: 2,975 shares; 2025Q2: 2,463 shares; 2025Q3: 2,474 shares; 2025Q4: 2,348 shares; 2026Q1: 2,353 shares; 2026Q2: 2,117 shares 2,117 $467K 0.27% -236 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: not loaded; 2024Q4: 15,473 shares; 2025Q1: 15,520 shares; 2025Q2: 15,566 shares; 2025Q3: 15,610 shares; 2025Q4: 15,657 shares; 2026Q1: 15,702 shares; 2026Q2: 15,744 shares 15,744 $463K 0.27% +42 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,834 shares; 2025Q1: 4,921 shares; 2025Q2: 4,856 shares; 2025Q3: 4,839 shares; 2025Q4: 4,578 shares; 2026Q1: 4,539 shares; 2026Q2: 6,725 shares 6,725 $453K 0.26% +2,186 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,396 shares; 2025Q1: 5,687 shares; 2025Q2: 5,329 shares; 2025Q3: 4,925 shares; 2025Q4: 4,968 shares; 2026Q1: 4,667 shares; 2026Q2: 4,334 shares 4,334 $448K 0.26% -333 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 loaded; 2024Q4: 720 shares; 2025Q1: 1,112 shares; 2025Q2: 1,073 shares; 2025Q3: 1,033 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares; 2026Q2: 1,065 shares 1,065 $448K 0.26% +12 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,207 shares 3,207 $448K 0.26% new 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: not loaded; 2024Q4: 2,726 shares; 2025Q1: 2,785 shares; 2025Q2: 2,827 shares; 2025Q3: 2,844 shares; 2025Q4: 2,862 shares; 2026Q1: 2,880 shares; 2026Q2: 2,900 shares 2,900 $425K 0.25% +20 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: not loaded; 2024Q4: 1,424 shares; 2025Q1: 1,293 shares; 2025Q2: 1,274 shares; 2025Q3: 1,141 shares; 2025Q4: 1,142 shares; 2026Q1: 1,132 shares; 2026Q2: 1,119 shares 1,119 $418K 0.24% -13 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 loaded; 2024Q4: 687 shares; 2025Q1: 640 shares; 2025Q2: 642 shares; 2025Q3: 556 shares; 2025Q4: 558 shares; 2026Q1: 554 shares; 2026Q2: 556 shares 556 $416K 0.24% +2 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,333 shares; 2025Q1: 22,333 shares; 2025Q2: 22,934 shares; 2025Q3: 20,536 shares; 2025Q4: 19,088 shares; 2026Q1: 17,592 shares; 2026Q2: 16,975 shares 16,975 $409K 0.24% -617 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 591 shares; 2025Q1: 623 shares; 2025Q2: 624 shares; 2025Q3: 625 shares; 2025Q4: 626 shares; 2026Q1: 626 shares; 2026Q2: 643 shares 643 $401K 0.23% +17 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,392 shares; 2025Q1: 1,465 shares; 2025Q2: 1,397 shares; 2025Q3: 1,410 shares; 2025Q4: 1,267 shares; 2026Q1: 1,139 shares; 2026Q2: 1,142 shares 1,142 $393K 0.23% +3 Timeline CTMX CYTOMX THERAPEUTICS INC. More: the full row for CYTOMX THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,780 shares; 2025Q1: 92,254 shares; 2025Q2: 102,254 shares; 2025Q3: 102,254 shares; 2025Q4: 102,254 shares; 2026Q1: 102,254 shares; 2026Q2: 102,254 shares 102,254 $383K 0.22% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,568 shares; 2025Q1: 2,587 shares; 2025Q2: 2,474 shares; 2025Q3: 2,328 shares; 2025Q4: 2,108 shares; 2026Q1: 2,121 shares; 2026Q2: 2,098 shares 2,098 $369K 0.21% -23 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,826 shares; 2025Q1: 58,413 shares; 2025Q2: 60,746 shares; 2025Q3: 45,047 shares; 2025Q4: 36,353 shares; 2026Q1: 35,585 shares; 2026Q2: 26,307 shares 26,307 $366K 0.21% -9,278 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,697 shares; 2025Q1: 2,824 shares; 2025Q2: 2,765 shares; 2025Q3: 2,783 shares; 2025Q4: 2,647 shares; 2026Q1: 2,409 shares; 2026Q2: 1,771 shares 1,771 $365K 0.21% -638 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,012 shares; 2025Q2: 8,012 shares; 2025Q3: 8,088 shares; 2025Q4: 8,180 shares; 2026Q1: 8,180 shares; 2026Q2: 8,586 shares 8,586 $363K 0.21% +406 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; 2024Q3: not loaded; 2024Q4: 3,199 shares; 2025Q1: 3,171 shares; 2025Q2: 3,107 shares; 2025Q3: 3,156 shares; 2025Q4: 3,137 shares; 2026Q1: not reported; 2026Q2: 3,963 shares 3,963 $358K 0.21% new Timeline MGV 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: not loaded; 2024Q4: not reported; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,034 shares; 2025Q4: 2,056 shares; 2026Q1: 2,068 shares; 2026Q2: 2,077 shares 2,077 $339K 0.2% +9 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,020 shares; 2025Q1: 3,040 shares; 2025Q2: 3,040 shares; 2025Q3: 5,050 shares; 2025Q4: 5,067 shares; 2026Q1: 4,411 shares; 2026Q2: 4,427 shares 4,427 $335K 0.19% +16 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: not loaded; 2024Q4: 748 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: 727 shares; 2025Q4: 728 shares; 2026Q1: 728 shares; 2026Q2: 2,599 shares 2,599 $323K 0.19% +1,871 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 337 shares; 2025Q1: 356 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 333 shares; 2026Q2: 343 shares 343 $321K 0.19% +10 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,718 shares 2,718 $321K 0.19% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,074 shares; 2025Q1: 16,020 shares; 2025Q2: 15,709 shares; 2025Q3: 13,995 shares; 2025Q4: 11,374 shares; 2026Q1: 8,973 shares; 2026Q2: 7,544 shares 7,544 $319K 0.19% -1,429 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,354 shares; 2025Q2: 1,109 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares; 2026Q2: 1,110 shares 1,110 $299K 0.17% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,467 shares; 2026Q1: 5,467 shares; 2026Q2: 5,467 shares 5,467 $291K 0.17% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,608 shares; 2025Q1: 2,727 shares; 2025Q2: 967 shares; 2025Q3: 971 shares; 2025Q4: 975 shares; 2026Q1: 983 shares; 2026Q2: 987 shares 987 $287K 0.17% +4 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 449 shares; 2026Q2: 450 shares 450 $286K 0.17% +1 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 loaded; 2024Q4: 2,806 shares; 2025Q1: 3,143 shares; 2025Q2: 3,151 shares; 2025Q3: 3,136 shares; 2025Q4: 3,158 shares; 2026Q1: 3,179 shares; 2026Q2: 3,181 shares 3,181 $279K 0.16% +2 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 286 shares 286 $276K 0.16% new 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: not loaded; 2024Q4: 1,602 shares; 2025Q1: 1,613 shares; 2025Q2: 1,613 shares; 2025Q3: 1,618 shares; 2025Q4: 1,623 shares; 2026Q1: 1,777 shares; 2026Q2: 1,784 shares 1,784 $271K 0.16% +7 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,306 shares; 2025Q1: 1,407 shares; 2025Q2: 1,379 shares; 2025Q3: 1,371 shares; 2025Q4: 1,378 shares; 2026Q1: not reported; 2026Q2: 1,457 shares 1,457 $269K 0.16% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,955 shares; 2025Q2: 7,856 shares; 2025Q3: 7,647 shares; 2025Q4: 7,582 shares; 2026Q1: 7,661 shares; 2026Q2: 7,251 shares 7,251 $268K 0.16% -410 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $267K 0.16% 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; 2024Q3: not loaded; 2024Q4: 1,159 shares; 2025Q1: 1,123 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,020 shares; 2026Q1: 1,026 shares; 2026Q2: 976 shares 976 $264K 0.15% -50 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,319 shares; 2025Q1: 4,533 shares; 2025Q2: 3,856 shares; 2025Q3: 3,021 shares; 2025Q4: 2,430 shares; 2026Q1: 1,947 shares; 2026Q2: 1,152 shares 1,152 $257K 0.15% -795 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 758 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,164 shares 1,164 $254K 0.15% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,320 shares; 2025Q2: 5,364 shares; 2025Q3: 5,451 shares; 2025Q4: 5,482 shares; 2026Q1: 5,364 shares; 2026Q2: 5,542 shares 5,542 $253K 0.15% +178 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 loaded; 2024Q4: 1,555 shares; 2025Q1: 1,542 shares; 2025Q2: 1,510 shares; 2025Q3: 1,428 shares; 2025Q4: 1,428 shares; 2026Q1: 1,166 shares; 2026Q2: 1,166 shares 1,166 $253K 0.15% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,996 shares; 2025Q1: 3,057 shares; 2025Q2: 3,068 shares; 2025Q3: 3,080 shares; 2025Q4: not reported; 2026Q1: 1,672 shares; 2026Q2: 1,692 shares 1,692 $251K 0.15% +20 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,531 shares 6,531 $248K 0.14% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,123 shares; 2025Q4: 3,139 shares; 2026Q1: 3,191 shares; 2026Q2: 3,213 shares 3,213 $248K 0.14% +22 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,910 shares; 2025Q3: 1,923 shares; 2025Q4: 1,935 shares; 2026Q1: 1,947 shares; 2026Q2: 1,959 shares 1,959 $248K 0.14% +12 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 935 shares 935 $230K 0.13% new Timeline VFH 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,979 shares; 2026Q1: 1,980 shares; 2026Q2: 1,748 shares 1,748 $230K 0.13% -232 Timeline DFIV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,217 shares 4,217 $228K 0.13% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,328 shares; 2025Q1: 5,465 shares; 2025Q2: 4,548 shares; 2025Q3: 4,575 shares; 2025Q4: 4,250 shares; 2026Q1: 4,160 shares; 2026Q2: 3,668 shares 3,668 $227K 0.13% -492 Timeline VOX 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares; 2026Q2: 1,203 shares 1,203 $221K 0.13% 0 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: not loaded; 2024Q4: 3,462 shares; 2025Q1: 3,030 shares; 2025Q2: 2,626 shares; 2025Q3: 2,521 shares; 2025Q4: 2,361 shares; 2026Q1: 2,329 shares; 2026Q2: 2,228 shares 2,228 $214K 0.12% -101 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares; 2025Q4: 1,029 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $211K 0.12% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703 shares; 2026Q1: 686 shares; 2026Q2: 672 shares 672 $211K 0.12% -14 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,001 shares; 2025Q3: 7,363 shares; 2025Q4: 7,449 shares; 2026Q1: 6,699 shares; 2026Q2: 6,299 shares 6,299 $210K 0.12% -400 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 854 shares 854 $207K 0.12% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 516 shares 516 $205K 0.12% new 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: not loaded; 2024Q4: 421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385 shares; 2026Q1: not reported; 2026Q2: 405 shares 405 $203K 0.12% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265 shares 265 $202K 0.12% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 674 shares 674 $201K 0.12% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,773 shares; 2025Q2: 11,872 shares; 2025Q3: 12,168 shares; 2025Q4: 12,564 shares; 2026Q1: 12,756 shares; 2026Q2: 12,226 shares 12,226 $96.3K 0.06% -530 Timeline