IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,275 shares; 2024Q4: 80,680 shares; 2025Q1: 82,121 shares; 2025Q2: 81,448 shares; 2025Q3: 86,145 shares; 2025Q4: 86,874 shares; 2026Q1: 87,294 shares; 2026Q2: 87,712 shares 87,712 $65.7M 8.31% +418 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: 114,767 shares; 2024Q4: 116,661 shares; 2025Q1: 114,715 shares; 2025Q2: 112,659 shares; 2025Q3: 116,207 shares; 2025Q4: 115,751 shares; 2026Q1: 118,212 shares; 2026Q2: 487,084 shares 487,084 $60.5M 7.65% +368,872 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: 265,256 shares; 2024Q4: 269,118 shares; 2025Q1: 269,431 shares; 2025Q2: 262,303 shares; 2025Q3: 270,495 shares; 2025Q4: 265,857 shares; 2026Q1: 265,923 shares; 2026Q2: 265,398 shares 265,398 $57.8M 7.32% -525 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: 148,119 shares; 2024Q4: 152,303 shares; 2025Q1: 144,210 shares; 2025Q2: 145,235 shares; 2025Q3: 146,253 shares; 2025Q4: 147,614 shares; 2026Q1: 146,799 shares; 2026Q2: 145,696 shares 145,696 $53.9M 6.82% -1,103 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: 327,421 shares; 2024Q4: 341,795 shares; 2025Q1: 345,880 shares; 2025Q2: 358,649 shares; 2025Q3: 373,584 shares; 2025Q4: 388,878 shares; 2026Q1: 425,375 shares; 2026Q2: 456,728 shares 456,728 $45.2M 5.72% +31,353 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: 163,635 shares; 2024Q4: 168,615 shares; 2025Q1: 170,272 shares; 2025Q2: 167,406 shares; 2025Q3: 174,849 shares; 2025Q4: 177,970 shares; 2026Q1: 180,382 shares; 2026Q2: 183,565 shares 183,565 $43.4M 5.49% +3,183 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: 281,199 shares; 2024Q4: 303,891 shares; 2025Q1: 300,698 shares; 2025Q2: 326,406 shares; 2025Q3: 344,536 shares; 2025Q4: 365,175 shares; 2026Q1: 400,097 shares; 2026Q2: 423,082 shares 423,082 $31.1M 3.93% +22,985 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: 390,442 shares; 2024Q4: 399,307 shares; 2025Q1: 388,240 shares; 2025Q2: 376,608 shares; 2025Q3: 378,548 shares; 2025Q4: 372,397 shares; 2026Q1: 378,336 shares; 2026Q2: 381,125 shares 381,125 $29.4M 3.72% +2,789 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,736 shares; 2024Q4: 294,982 shares; 2025Q1: 286,326 shares; 2025Q2: 286,051 shares; 2025Q3: 293,049 shares; 2025Q4: 299,460 shares; 2026Q1: 312,425 shares; 2026Q2: 310,372 shares 310,372 $26.5M 3.36% -2,053 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,667 shares; 2024Q4: 49,945 shares; 2025Q1: 47,514 shares; 2025Q2: 49,250 shares; 2025Q3: 43,910 shares; 2025Q4: 48,360 shares; 2026Q1: 48,411 shares; 2026Q2: 298,638 shares 298,638 $25.7M 3.25% +250,227 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: 166,559 shares; 2024Q4: 172,197 shares; 2025Q1: 168,358 shares; 2025Q2: 164,726 shares; 2025Q3: 167,299 shares; 2025Q4: 163,894 shares; 2026Q1: 167,681 shares; 2026Q2: 170,780 shares 170,780 $25.3M 3.2% +3,099 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: 226,484 shares; 2024Q4: 225,899 shares; 2025Q1: 216,768 shares; 2025Q2: 226,798 shares; 2025Q3: 227,905 shares; 2025Q4: 224,532 shares; 2026Q1: 216,124 shares; 2026Q2: 221,195 shares 221,195 $21.3M 2.7% +5,071 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: 42,597 shares; 2024Q4: 43,829 shares; 2025Q1: 41,981 shares; 2025Q2: 65,136 shares; 2025Q3: 70,690 shares; 2025Q4: 42,016 shares; 2026Q1: 40,299 shares; 2026Q2: 66,717 shares 66,717 $19.3M 2.44% +26,418 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: 173,139 shares; 2024Q4: 179,048 shares; 2025Q1: 175,432 shares; 2025Q2: 180,433 shares; 2025Q3: 198,832 shares; 2025Q4: 198,471 shares; 2026Q1: 211,440 shares; 2026Q2: 217,113 shares 217,113 $18M 2.27% +5,673 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,122 shares; 2024Q4: 23,726 shares; 2025Q1: 22,741 shares; 2025Q2: 22,623 shares; 2025Q3: 21,540 shares; 2025Q4: 23,427 shares; 2026Q1: 24,203 shares; 2026Q2: 25,540 shares 25,540 $17.5M 2.22% +1,337 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,742 shares; 2024Q4: 83,212 shares; 2025Q1: 89,600 shares; 2025Q2: 95,976 shares; 2025Q3: 97,054 shares; 2025Q4: 97,415 shares; 2026Q1: 100,274 shares; 2026Q2: 103,101 shares 103,101 $16.9M 2.14% +2,827 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,843 shares; 2024Q4: 133,599 shares; 2025Q1: 129,791 shares; 2025Q2: 132,808 shares; 2025Q3: 139,571 shares; 2025Q4: 141,078 shares; 2026Q1: 134,626 shares; 2026Q2: 128,883 shares 128,883 $15.5M 1.96% -5,743 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: 131,916 shares; 2024Q4: 137,323 shares; 2025Q1: 179,666 shares; 2025Q2: 146,102 shares; 2025Q3: 195,290 shares; 2025Q4: 218,585 shares; 2026Q1: 234,829 shares; 2026Q2: 274,073 shares 274,073 $13.9M 1.76% +39,244 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,270 shares; 2024Q4: 97,316 shares; 2025Q1: 110,856 shares; 2025Q2: 118,287 shares; 2025Q3: 124,788 shares; 2025Q4: 135,248 shares; 2026Q1: 138,261 shares; 2026Q2: 142,981 shares 142,981 $13.6M 1.73% +4,720 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,392 shares; 2024Q4: 308,570 shares; 2025Q1: 286,888 shares; 2025Q2: 201,979 shares; 2025Q3: 184,091 shares; 2025Q4: 195,742 shares; 2026Q1: 207,164 shares; 2026Q2: 208,792 shares 208,792 $10.6M 1.34% +1,628 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,594 shares; 2024Q4: 75,071 shares; 2025Q1: 68,438 shares; 2025Q2: 65,764 shares; 2025Q3: 65,261 shares; 2025Q4: 65,346 shares; 2026Q1: 64,370 shares; 2026Q2: 63,632 shares 63,632 $10.1M 1.27% -738 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,696 shares; 2024Q4: 112,364 shares; 2025Q1: 110,904 shares; 2025Q2: 91,002 shares; 2025Q3: 85,882 shares; 2025Q4: 85,908 shares; 2026Q1: 89,186 shares; 2026Q2: 91,385 shares 91,385 $9.83M 1.24% +2,199 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: 68,672 shares; 2024Q4: 72,268 shares; 2025Q1: 73,535 shares; 2025Q2: 75,089 shares; 2025Q3: 83,848 shares; 2025Q4: 83,892 shares; 2026Q1: 91,381 shares; 2026Q2: 96,618 shares 96,618 $9.33M 1.18% +5,237 Timeline VFMF 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: 21,596 shares; 2024Q4: 23,984 shares; 2025Q1: 26,618 shares; 2025Q2: 23,969 shares; 2025Q3: 29,029 shares; 2025Q4: 36,207 shares; 2026Q1: 39,930 shares; 2026Q2: 43,048 shares 43,048 $7.62M 0.96% +3,118 Timeline SCHD 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: 59,829 shares; 2024Q4: 185,393 shares; 2025Q1: 194,239 shares; 2025Q2: 184,748 shares; 2025Q3: 199,738 shares; 2025Q4: 206,758 shares; 2026Q1: 216,665 shares; 2026Q2: 221,245 shares 221,245 $7.02M 0.89% +4,580 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: 19,383 shares; 2024Q4: 19,437 shares; 2025Q1: 20,520 shares; 2025Q2: 21,703 shares; 2025Q3: 22,015 shares; 2025Q4: 23,144 shares; 2026Q1: 22,973 shares; 2026Q2: 23,077 shares 23,077 $7M 0.88% +104 Timeline DFAU 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: 47,043 shares; 2024Q4: 65,375 shares; 2025Q1: 86,252 shares; 2025Q2: 88,790 shares; 2025Q3: 95,391 shares; 2025Q4: 96,842 shares; 2026Q1: 112,670 shares; 2026Q2: 118,653 shares 118,653 $6.13M 0.78% +5,983 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: 13,731 shares; 2024Q4: 13,785 shares; 2025Q1: 15,000 shares; 2025Q2: 16,394 shares; 2025Q3: 16,547 shares; 2025Q4: 17,315 shares; 2026Q1: 17,529 shares; 2026Q2: 70,927 shares 70,927 $5.71M 0.72% +53,398 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: 13,001 shares; 2024Q4: 13,158 shares; 2025Q1: 12,629 shares; 2025Q2: 13,111 shares; 2025Q3: 17,797 shares; 2025Q4: 13,708 shares; 2026Q1: 13,409 shares; 2026Q2: 13,255 shares 13,255 $4.94M 0.63% -154 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,198 shares; 2024Q4: 19,265 shares; 2025Q1: 35,821 shares; 2025Q2: 85,408 shares; 2025Q3: 87,103 shares; 2025Q4: 84,298 shares; 2026Q1: 97,636 shares; 2026Q2: 80,295 shares 80,295 $4.74M 0.6% -17,341 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: 7,640 shares; 2024Q4: 7,823 shares; 2025Q1: 7,788 shares; 2025Q2: 8,622 shares; 2025Q3: 8,327 shares; 2025Q4: 14,618 shares; 2026Q1: 8,015 shares; 2026Q2: 14,335 shares 14,335 $4.69M 0.59% +6,320 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,118 shares; 2024Q4: 23,133 shares; 2025Q1: 22,704 shares; 2025Q2: 22,194 shares; 2025Q3: 19,314 shares; 2025Q4: 22,538 shares; 2026Q1: 21,999 shares; 2026Q2: 20,201 shares 20,201 $4.04M 0.51% -1,798 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,165 shares; 2024Q4: 30,797 shares; 2025Q1: 28,345 shares; 2025Q2: 27,554 shares; 2025Q3: 27,331 shares; 2025Q4: 27,331 shares; 2026Q1: 26,507 shares; 2026Q2: 132,302 shares 132,302 $3.63M 0.46% +105,795 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,338 shares; 2024Q4: 49,485 shares; 2025Q1: 45,820 shares; 2025Q2: 40,491 shares; 2025Q3: 40,100 shares; 2025Q4: 39,840 shares; 2026Q1: 39,521 shares; 2026Q2: 40,158 shares 40,158 $3.32M 0.42% +637 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: 10,063 shares; 2024Q4: 10,288 shares; 2025Q1: 10,358 shares; 2025Q2: 10,585 shares; 2025Q3: 10,208 shares; 2025Q4: 9,969 shares; 2026Q1: 9,053 shares; 2026Q2: 9,143 shares 9,143 $3.27M 0.41% +90 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: 4,010 shares; 2024Q4: 4,010 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 4,017 shares; 2025Q4: 4,213 shares; 2026Q1: 4,213 shares; 2026Q2: 4,229 shares 4,229 $3.16M 0.4% +16 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,252 shares; 2024Q4: 8,342 shares; 2025Q1: 8,342 shares; 2025Q2: 8,342 shares; 2025Q3: 4,845 shares; 2025Q4: 16,546 shares; 2026Q1: 16,184 shares; 2026Q2: 16,142 shares 16,142 $3.08M 0.39% -42 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: 12,242 shares; 2024Q4: 12,142 shares; 2025Q1: 11,851 shares; 2025Q2: 13,243 shares; 2025Q3: 12,853 shares; 2025Q4: 12,295 shares; 2026Q1: 12,215 shares; 2026Q2: 12,217 shares 12,217 $2.91M 0.37% +2 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,353 shares; 2024Q4: 4,457 shares; 2025Q1: 5,066 shares; 2025Q2: 10,463 shares; 2025Q3: 11,649 shares; 2025Q4: 16,326 shares; 2026Q1: 20,927 shares; 2026Q2: 28,885 shares 28,885 $2.91M 0.37% +7,958 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: 27,894 shares; 2024Q4: 27,945 shares; 2025Q1: 34,703 shares; 2025Q2: 42,193 shares; 2025Q3: 42,590 shares; 2025Q4: 43,200 shares; 2026Q1: 46,495 shares; 2026Q2: 46,908 shares 46,908 $2.8M 0.35% +413 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: 27,490 shares; 2024Q4: 27,905 shares; 2025Q1: 27,795 shares; 2025Q2: 34,082 shares; 2025Q3: 34,409 shares; 2025Q4: 38,827 shares; 2026Q1: 36,941 shares; 2026Q2: 37,297 shares 37,297 $2.66M 0.34% +356 Timeline VEU 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: 27,006 shares; 2024Q4: 28,779 shares; 2025Q1: 32,105 shares; 2025Q2: 32,105 shares; 2025Q3: 32,135 shares; 2025Q4: 32,135 shares; 2026Q1: 31,342 shares; 2026Q2: 29,481 shares 29,481 $2.47M 0.31% -1,861 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: 14,244 shares; 2024Q4: 14,044 shares; 2025Q1: 13,990 shares; 2025Q2: 18,233 shares; 2025Q3: 17,003 shares; 2025Q4: 13,632 shares; 2026Q1: 12,296 shares; 2026Q2: 12,257 shares 12,257 $2.45M 0.31% -39 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: 6,767 shares; 2024Q4: 6,967 shares; 2025Q1: 6,767 shares; 2025Q2: 8,258 shares; 2025Q3: 10,747 shares; 2025Q4: 7,387 shares; 2026Q1: 6,800 shares; 2026Q2: 6,700 shares 6,700 $2.37M 0.3% -100 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: 3,286 shares; 2024Q4: 3,336 shares; 2025Q1: 3,256 shares; 2025Q2: 3,449 shares; 2025Q3: 3,406 shares; 2025Q4: 4,100 shares; 2026Q1: 3,521 shares; 2026Q2: 3,747 shares 3,747 $1.87M 0.24% +226 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: 44,805 shares; 2024Q4: 45,799 shares; 2025Q1: 36,288 shares; 2025Q2: 33,465 shares; 2025Q3: 34,539 shares; 2025Q4: 36,023 shares; 2026Q1: 35,179 shares; 2026Q2: 36,792 shares 36,792 $1.85M 0.23% +1,613 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: 5,313 shares; 2024Q4: 5,313 shares; 2025Q1: 5,353 shares; 2025Q2: 5,901 shares; 2025Q3: 5,807 shares; 2025Q4: 5,436 shares; 2026Q1: 5,436 shares; 2026Q2: 5,136 shares 5,136 $1.76M 0.22% -300 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: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,704 shares; 2025Q2: 1,786 shares; 2025Q3: 1,756 shares; 2025Q4: 1,907 shares; 2026Q1: 1,830 shares; 2026Q2: 1,811 shares 1,811 $1.69M 0.21% -19 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: 2,860 shares; 2024Q4: 2,938 shares; 2025Q1: 2,688 shares; 2025Q2: 3,181 shares; 2025Q3: 3,288 shares; 2025Q4: 2,869 shares; 2026Q1: 2,930 shares; 2026Q2: 2,946 shares 2,946 $1.66M 0.21% +16 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI 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: not reported; 2025Q3: not reported; 2025Q4: 8,109 shares; 2026Q1: not reported; 2026Q2: 8,027 shares 8,027 $1.49M 0.19% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,305 shares; 2025Q2: 18,240 shares; 2025Q3: 18,240 shares; 2025Q4: 18,240 shares; 2026Q1: 20,518 shares; 2026Q2: 30,990 shares 30,990 $1.41M 0.18% +10,472 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,227 shares; 2024Q4: 36,437 shares; 2025Q1: 35,078 shares; 2025Q2: 48,774 shares; 2025Q3: 49,438 shares; 2025Q4: 49,832 shares; 2026Q1: 47,862 shares; 2026Q2: 54,236 shares 54,236 $1.37M 0.17% +6,374 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: 5,556 shares; 2024Q4: 5,482 shares; 2025Q1: 5,462 shares; 2025Q2: 5,667 shares; 2025Q3: 5,600 shares; 2025Q4: 5,645 shares; 2026Q1: 4,977 shares; 2026Q2: 5,253 shares 5,253 $1.33M 0.17% +276 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: 1,665 shares; 2024Q4: 1,665 shares; 2025Q1: 1,665 shares; 2025Q2: 1,900 shares; 2025Q3: 1,930 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares; 2026Q2: 1,795 shares 1,795 $1.3M 0.16% 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: 3,773 shares; 2024Q4: 3,876 shares; 2025Q1: 3,148 shares; 2025Q2: 3,736 shares; 2025Q3: 3,463 shares; 2025Q4: 3,133 shares; 2026Q1: 3,083 shares; 2026Q2: 3,057 shares 3,057 $1.29M 0.16% -26 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: 3,569 shares; 2024Q4: 3,569 shares; 2025Q1: 3,659 shares; 2025Q2: 3,750 shares; 2025Q3: 3,646 shares; 2025Q4: 3,217 shares; 2026Q1: 3,290 shares; 2026Q2: 3,400 shares 3,400 $1.28M 0.16% +110 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: 14,081 shares; 2024Q4: 14,015 shares; 2025Q1: 14,155 shares; 2025Q2: 15,101 shares; 2025Q3: 14,115 shares; 2025Q4: 14,306 shares; 2026Q1: 14,010 shares; 2026Q2: 14,599 shares 14,599 $1.28M 0.16% +589 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: 8,649 shares; 2024Q4: 8,508 shares; 2025Q1: 7,836 shares; 2025Q2: 7,836 shares; 2025Q3: 7,810 shares; 2025Q4: 7,810 shares; 2026Q1: 5,193 shares; 2026Q2: 5,193 shares 5,193 $1.26M 0.16% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,496 shares; 2024Q4: 3,496 shares; 2025Q1: 3,360 shares; 2025Q2: 3,773 shares; 2025Q3: 9,512 shares; 2025Q4: 9,304 shares; 2026Q1: 9,269 shares; 2026Q2: 9,201 shares 9,201 $1.25M 0.16% -68 Timeline IBDU 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: 41,824 shares; 2025Q3: not reported; 2025Q4: 42,415 shares; 2026Q1: not reported; 2026Q2: 53,470 shares 53,470 $1.24M 0.16% 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: 5,360 shares; 2024Q4: 10,749 shares; 2025Q1: 9,656 shares; 2025Q2: 10,130 shares; 2025Q3: 10,697 shares; 2025Q4: 10,177 shares; 2026Q1: 8,041 shares; 2026Q2: 7,956 shares 7,956 $1.17M 0.15% -85 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: 2,352 shares; 2024Q4: 2,352 shares; 2025Q1: 2,317 shares; 2025Q2: 2,453 shares; 2025Q3: 2,095 shares; 2025Q4: 2,079 shares; 2026Q1: 2,079 shares; 2026Q2: 2,079 shares 2,079 $1.02M 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: 3,119 shares; 2024Q4: 3,077 shares; 2025Q1: 3,062 shares; 2025Q2: 3,008 shares; 2025Q3: 10,365 shares; 2025Q4: 10,204 shares; 2026Q1: 10,469 shares; 2026Q2: 10,446 shares 10,446 $1.01M 0.13% -23 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: 4,112 shares; 2024Q4: 4,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,748 shares; 2026Q1: 19,929 shares; 2026Q2: 18,638 shares 18,638 $943K 0.12% -1,291 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: 864 shares; 2024Q4: 864 shares; 2025Q1: 878 shares; 2025Q2: 927 shares; 2025Q3: 1,005 shares; 2025Q4: 859 shares; 2026Q1: 784 shares; 2026Q2: 775 shares 775 $931K 0.12% -9 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: 6,849 shares; 2024Q4: 6,849 shares; 2025Q1: 6,849 shares; 2025Q2: 7,077 shares; 2025Q3: 7,024 shares; 2025Q4: 7,260 shares; 2026Q1: 7,173 shares; 2026Q2: 7,173 shares 7,173 $906K 0.11% 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: 5,555 shares; 2024Q4: 5,704 shares; 2025Q1: 4,509 shares; 2025Q2: 4,846 shares; 2025Q3: 4,206 shares; 2025Q4: 4,170 shares; 2026Q1: 6,771 shares; 2026Q2: 6,964 shares 6,964 $895K 0.11% +193 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: 1,762 shares; 2024Q4: 1,972 shares; 2025Q1: 2,067 shares; 2025Q2: 3,219 shares; 2025Q3: 3,922 shares; 2025Q4: 6,243 shares; 2026Q1: 3,149 shares; 2026Q2: 6,523 shares 6,523 $892K 0.11% +3,374 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: 7,493 shares; 2024Q4: 7,693 shares; 2025Q1: 7,799 shares; 2025Q2: 8,445 shares; 2025Q3: 8,076 shares; 2025Q4: 7,739 shares; 2026Q1: 7,602 shares; 2026Q2: 7,602 shares 7,602 $861K 0.11% 0 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 reported; 2024Q4: 773 shares; 2025Q1: 783 shares; 2025Q2: 846 shares; 2025Q3: 881 shares; 2025Q4: 806 shares; 2026Q1: 777 shares; 2026Q2: 794 shares 794 $846K 0.11% +17 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,192 shares; 2024Q4: 6,192 shares; 2025Q1: 6,192 shares; 2025Q2: 11,218 shares; 2025Q3: 11,218 shares; 2025Q4: 11,218 shares; 2026Q1: 11,218 shares; 2026Q2: 10,860 shares 10,860 $821K 0.1% -358 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,085 shares; 2026Q2: 8,372 shares 8,372 $801K 0.1% +287 Timeline IBDV 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: 23,045 shares; 2025Q1: 23,082 shares; 2025Q2: 34,303 shares; 2025Q3: 34,359 shares; 2025Q4: 34,765 shares; 2026Q1: 32,472 shares; 2026Q2: 34,859 shares 34,859 $760K 0.1% +2,387 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: 923 shares; 2024Q4: 1,182 shares; 2025Q1: 1,040 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 950 shares; 2026Q1: not reported; 2026Q2: 1,023 shares 1,023 $753K 0.1% 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: 2,781 shares; 2024Q4: 3,214 shares; 2025Q1: 3,439 shares; 2025Q2: 3,913 shares; 2025Q3: 4,439 shares; 2025Q4: 3,984 shares; 2026Q1: 4,475 shares; 2026Q2: 4,329 shares 4,329 $718K 0.09% -146 Timeline IBDW 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: 33,186 shares; 2025Q3: 33,186 shares; 2025Q4: 33,186 shares; 2026Q1: 33,186 shares; 2026Q2: 33,186 shares 33,186 $692K 0.09% 0 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: 1,435 shares; 2024Q4: 1,850 shares; 2025Q1: 1,909 shares; 2025Q2: 1,919 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares; 2026Q2: 1,866 shares 1,866 $687K 0.09% -59 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: 735 shares; 2024Q4: 735 shares; 2025Q1: 598 shares; 2025Q2: 1,025 shares; 2025Q3: 692 shares; 2025Q4: 774 shares; 2026Q1: 1,565 shares; 2026Q2: 1,565 shares 1,565 $650K 0.08% 0 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: 3,995 shares; 2024Q4: 3,995 shares; 2025Q1: 3,995 shares; 2025Q2: 3,995 shares; 2025Q3: not reported; 2025Q4: 4,202 shares; 2026Q1: 3,995 shares; 2026Q2: 3,995 shares 3,995 $627K 0.08% 0 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: 1,857 shares; 2024Q4: 2,158 shares; 2025Q1: 2,176 shares; 2025Q2: 2,250 shares; 2025Q3: 2,200 shares; 2025Q4: 2,080 shares; 2026Q1: 1,824 shares; 2026Q2: 1,777 shares 1,777 $627K 0.08% -47 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,587 shares; 2024Q4: 6,587 shares; 2025Q1: 6,762 shares; 2025Q2: 7,924 shares; 2025Q3: 7,447 shares; 2025Q4: 7,289 shares; 2026Q1: 7,289 shares; 2026Q2: 8,289 shares 8,289 $596K 0.08% +1,000 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: 4,975 shares; 2024Q4: 4,975 shares; 2025Q1: 4,902 shares; 2025Q2: 5,284 shares; 2025Q3: 5,313 shares; 2025Q4: 4,835 shares; 2026Q1: 4,998 shares; 2026Q2: 4,968 shares 4,968 $584K 0.07% -30 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: 1,941 shares; 2024Q4: 2,069 shares; 2025Q1: 2,156 shares; 2025Q2: 2,376 shares; 2025Q3: 2,324 shares; 2025Q4: 2,281 shares; 2026Q1: 2,230 shares; 2026Q2: 2,042 shares 2,042 $552K 0.07% -188 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: 1,104 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 1,326 shares; 2025Q3: 1,314 shares; 2025Q4: 1,108 shares; 2026Q1: 1,022 shares; 2026Q2: 1,072 shares 1,072 $551K 0.07% +50 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: 2,668 shares; 2024Q4: 2,668 shares; 2025Q1: 2,865 shares; 2025Q2: 3,287 shares; 2025Q3: 3,311 shares; 2025Q4: 2,929 shares; 2026Q1: 2,889 shares; 2026Q2: 2,895 shares 2,895 $549K 0.07% +6 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,684 shares; 2024Q4: 6,684 shares; 2025Q1: 6,684 shares; 2025Q2: 6,684 shares; 2025Q3: 6,684 shares; 2025Q4: 6,684 shares; 2026Q1: 6,684 shares; 2026Q2: 6,684 shares 6,684 $548K 0.07% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,501 shares; 2024Q4: 9,439 shares; 2025Q1: 9,471 shares; 2025Q2: 9,814 shares; 2025Q3: 23,987 shares; 2025Q4: 22,860 shares; 2026Q1: 22,860 shares; 2026Q2: 22,560 shares 22,560 $543K 0.07% -300 Timeline AVUS 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 reported; 2024Q4: not reported; 2025Q1: 4,229 shares; 2025Q2: 4,229 shares; 2025Q3: 4,367 shares; 2025Q4: 4,229 shares; 2026Q1: 4,229 shares; 2026Q2: 4,229 shares 4,229 $542K 0.07% 0 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: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,137 shares; 2025Q2: 1,479 shares; 2025Q3: 1,251 shares; 2025Q4: 1,909 shares; 2026Q1: 1,418 shares; 2026Q2: 1,909 shares 1,909 $537K 0.07% +491 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: 2,379 shares; 2024Q4: 2,174 shares; 2025Q1: 2,210 shares; 2025Q2: 2,393 shares; 2025Q3: 2,368 shares; 2025Q4: 2,002 shares; 2026Q1: 2,002 shares; 2026Q2: 1,986 shares 1,986 $500K 0.06% -16 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: 3,045 shares; 2024Q4: 3,045 shares; 2025Q1: 2,950 shares; 2025Q2: 3,177 shares; 2025Q3: 3,306 shares; 2025Q4: 3,191 shares; 2026Q1: 3,954 shares; 2026Q2: 3,875 shares 3,875 $491K 0.06% -79 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES 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: 19,056 shares; 2026Q2: 19,056 shares 19,056 $486K 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 813 shares 813 $472K 0.06% new Timeline QUAL 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: 3,097 shares; 2025Q3: 3,034 shares; 2025Q4: 1,867 shares; 2026Q1: 2,060 shares; 2026Q2: 2,060 shares 2,060 $452K 0.06% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 4,218 shares; 2025Q4: 4,117 shares; 2026Q1: 3,967 shares; 2026Q2: 3,967 shares 3,967 $439K 0.06% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398 shares; 2024Q4: 396 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 397 shares; 2025Q4: 456 shares; 2026Q1: 452 shares; 2026Q2: 3,616 shares 3,616 $432K 0.05% +3,164 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: 2,990 shares; 2025Q4: 2,212 shares; 2026Q1: 2,212 shares; 2026Q2: 2,268 shares 2,268 $400K 0.05% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317 shares; 2025Q3: 250 shares; 2025Q4: 214 shares; 2026Q1: 214 shares; 2026Q2: 198 shares 198 $394K 0.05% -16 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,174 shares; 2024Q4: 1,374 shares; 2025Q1: 1,424 shares; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 1,445 shares; 2026Q1: 1,108 shares; 2026Q2: 1,137 shares 1,137 $385K 0.05% +29 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,935 shares; 2024Q4: 7,935 shares; 2025Q1: 7,521 shares; 2025Q2: 7,836 shares; 2025Q3: 7,521 shares; 2025Q4: 7,733 shares; 2026Q1: 7,733 shares; 2026Q2: 7,733 shares 7,733 $368K 0.05% 0 Timeline ESGU 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: 1,674 shares; 2025Q3: 1,949 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,224 shares 2,224 $364K 0.05% new 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: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,240 shares; 2025Q2: 3,240 shares; 2025Q3: 3,240 shares; 2025Q4: 2,774 shares; 2026Q1: 2,742 shares; 2026Q2: 2,684 shares 2,684 $355K 0.04% -58 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,571 shares; 2024Q4: 7,280 shares; 2025Q1: 7,280 shares; 2025Q2: 17,812 shares; 2025Q3: 16,404 shares; 2025Q4: 7,613 shares; 2026Q1: 7,613 shares; 2026Q2: 7,613 shares 7,613 $351K 0.04% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 407 shares; 2025Q3: 441 shares; 2025Q4: 371 shares; 2026Q1: 350 shares; 2026Q2: 346 shares 346 $350K 0.04% -4 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: 1,151 shares; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,133 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares; 2026Q2: 1,161 shares 1,161 $349K 0.04% +15 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: not reported; 2024Q4: 1,610 shares; 2025Q1: not reported; 2025Q2: 2,187 shares; 2025Q3: 2,189 shares; 2025Q4: 1,509 shares; 2026Q1: 1,504 shares; 2026Q2: 1,637 shares 1,637 $342K 0.04% +133 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,199 shares 7,199 $340K 0.04% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408 shares; 2024Q4: 432 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 647 shares; 2026Q2: 647 shares 647 $330K 0.04% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC 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: 622 shares; 2026Q2: 622 shares 622 $323K 0.04% 0 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: 43,295 shares; 2024Q4: 40,752 shares; 2025Q1: 36,673 shares; 2025Q2: 6,447 shares; 2025Q3: 5,947 shares; 2025Q4: 4,512 shares; 2026Q1: 6,313 shares; 2026Q2: 5,618 shares 5,618 $317K 0.04% -695 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: 801 shares; 2024Q4: 801 shares; 2025Q1: 775 shares; 2025Q2: 807 shares; 2025Q3: 599 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 496 shares 496 $315K 0.04% -34 Timeline KLAC KLA CORP More: the full row for KLA 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: 1,030 shares 1,030 $311K 0.04% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019 shares; 2024Q4: 1,081 shares; 2025Q1: not reported; 2025Q2: 1,570 shares; 2025Q3: 1,444 shares; 2025Q4: not reported; 2026Q1: 1,061 shares; 2026Q2: 1,039 shares 1,039 $310K 0.04% -22 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 755 shares; 2024Q4: 834 shares; 2025Q1: 837 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 837 shares; 2026Q1: 837 shares; 2026Q2: 835 shares 835 $302K 0.04% -2 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: not reported; 2026Q1: not reported; 2026Q2: 15,408 shares 15,408 $302K 0.04% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA 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: 1,658 shares; 2026Q1: not reported; 2026Q2: 1,747 shares 1,747 $297K 0.04% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 2,101 shares; 2025Q2: 2,829 shares; 2025Q3: 2,434 shares; 2025Q4: 2,294 shares; 2026Q1: 1,576 shares; 2026Q2: 1,638 shares 1,638 $296K 0.04% +62 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: 4,208 shares; 2024Q4: 4,208 shares; 2025Q1: 4,416 shares; 2025Q2: 4,594 shares; 2025Q3: 4,661 shares; 2025Q4: 3,780 shares; 2026Q1: 3,580 shares; 2026Q2: 3,580 shares 3,580 $291K 0.04% 0 Timeline IUSG 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: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,474 shares; 2026Q1: 1,528 shares; 2026Q2: 1,528 shares 1,528 $287K 0.04% 0 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: 588 shares; 2024Q4: 628 shares; 2025Q1: 558 shares; 2025Q2: 525 shares; 2025Q3: 475 shares; 2025Q4: 575 shares; 2026Q1: 563 shares; 2026Q2: 563 shares 563 $287K 0.04% 0 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: 482 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: not reported; 2026Q1: 691 shares; 2026Q2: 691 shares 691 $287K 0.04% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,977 shares; 2024Q4: not reported; 2025Q1: 1,977 shares; 2025Q2: 2,093 shares; 2025Q3: 2,092 shares; 2025Q4: 2,177 shares; 2026Q1: 2,177 shares; 2026Q2: 2,067 shares 2,067 $283K 0.04% -110 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,503 shares 3,503 $281K 0.04% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,287 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,575 shares; 2025Q4: 2,331 shares; 2026Q1: 2,455 shares; 2026Q2: 2,455 shares 2,455 $270K 0.03% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL 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: 2,349 shares; 2026Q1: 2,451 shares; 2026Q2: 2,451 shares 2,451 $265K 0.03% 0 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 reported; 2024Q4: 5,012 shares; 2025Q1: 5,012 shares; 2025Q2: 5,449 shares; 2025Q3: 6,683 shares; 2025Q4: 5,931 shares; 2026Q1: 6,226 shares; 2026Q2: 6,226 shares 6,226 $264K 0.03% 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: 946 shares; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 1,022 shares; 2025Q3: 929 shares; 2025Q4: not reported; 2026Q1: 852 shares; 2026Q2: 930 shares 930 $253K 0.03% +78 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,273 shares; 2025Q4: 1,147 shares; 2026Q1: 1,647 shares; 2026Q2: 1,637 shares 1,637 $240K 0.03% -10 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 1,821 shares; 2025Q1: 1,779 shares; 2025Q2: 1,779 shares; 2025Q3: 1,705 shares; 2025Q4: 1,601 shares; 2026Q1: 1,551 shares; 2026Q2: 1,551 shares 1,551 $239K 0.03% 0 Timeline IWB 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: 583 shares; 2025Q4: 583 shares; 2026Q1: 583 shares; 2026Q2: 583 shares 583 $239K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,018 shares; 2025Q4: 8,018 shares; 2026Q1: 8,018 shares; 2026Q2: 8,018 shares 8,018 $236K 0.03% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 823 shares; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 852 shares; 2025Q4: 770 shares; 2026Q1: 633 shares; 2026Q2: 633 shares 633 $224K 0.03% 0 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: 505 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 603 shares; 2025Q3: 487 shares; 2025Q4: 469 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $223K 0.03% 0 Timeline EIS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,775 shares; 2026Q2: 1,786 shares 1,786 $216K 0.03% +11 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: 1,029 shares; 2025Q3: 1,025 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 959 shares 959 $208K 0.03% 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: 1,047 shares 1,047 $207K 0.03% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,041 shares; 2025Q3: 2,063 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 911 shares 911 $207K 0.03% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 4,393 shares 4,393 $201K 0.03% new Timeline