IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,744 shares; 2024Q4: 75,961 shares; 2025Q1: 78,020 shares; 2025Q2: 82,010 shares; 2025Q3: 85,298 shares; 2025Q4: 85,320 shares; 2026Q1: 85,356 shares; 2026Q2: 87,118 shares 87,118 $65.2M 11.15% +1,762 Timeline MGK 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: 121,435 shares; 2024Q4: 119,000 shares; 2025Q1: 119,900 shares; 2025Q2: 122,348 shares; 2025Q3: 108,862 shares; 2025Q4: 107,354 shares; 2026Q1: 103,956 shares; 2026Q2: 490,460 shares 490,460 $43.1M 7.37% +386,504 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,819 shares; 2024Q4: 319,604 shares; 2025Q1: 328,050 shares; 2025Q2: 334,949 shares; 2025Q3: 335,966 shares; 2025Q4: 336,028 shares; 2026Q1: 336,022 shares; 2026Q2: 341,766 shares 341,766 $36.3M 6.21% +5,744 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: 229,052 shares; 2024Q4: 234,716 shares; 2025Q1: 238,076 shares; 2025Q2: 236,708 shares; 2025Q3: 220,979 shares; 2025Q4: 220,480 shares; 2026Q1: 211,847 shares; 2026Q2: 187,389 shares 187,389 $30.6M 5.23% -24,458 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: 1,051,024 shares; 2024Q4: 1,139,969 shares; 2025Q1: 1,163,193 shares; 2025Q2: 1,058,461 shares; 2025Q3: 1,125,315 shares; 2025Q4: 1,158,823 shares; 2026Q1: 1,194,615 shares; 2026Q2: 1,240,288 shares 1,240,288 $27.6M 4.72% +45,673 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: 114,745 shares; 2024Q4: 124,598 shares; 2025Q1: 130,132 shares; 2025Q2: 140,604 shares; 2025Q3: 159,339 shares; 2025Q4: 162,227 shares; 2026Q1: 164,150 shares; 2026Q2: 165,672 shares 165,672 $27.2M 4.65% +1,522 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,421 shares; 2024Q4: 191,806 shares; 2025Q1: 197,785 shares; 2025Q2: 212,343 shares; 2025Q3: 202,993 shares; 2025Q4: 201,944 shares; 2026Q1: 204,728 shares; 2026Q2: 212,221 shares 212,221 $27.1M 4.63% +7,493 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: 12,582 shares; 2024Q4: 149,272 shares; 2025Q1: 158,526 shares; 2025Q2: 242,876 shares; 2025Q3: 253,126 shares; 2025Q4: 258,271 shares; 2026Q1: 286,220 shares; 2026Q2: 300,091 shares 300,091 $24.6M 4.2% +13,871 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: 95,774 shares; 2024Q4: 100,230 shares; 2025Q1: 102,881 shares; 2025Q2: 107,812 shares; 2025Q3: 113,317 shares; 2025Q4: 113,431 shares; 2026Q1: 95,714 shares; 2026Q2: 97,923 shares 97,923 $20.8M 3.56% +2,209 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: 115,422 shares; 2024Q4: 95,659 shares; 2025Q1: 97,192 shares; 2025Q2: 99,277 shares; 2025Q3: 98,459 shares; 2025Q4: 97,190 shares; 2026Q1: 116,018 shares; 2026Q2: 118,550 shares 118,550 $18.7M 3.2% +2,532 Timeline JPIE 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: 186,944 shares; 2024Q4: 201,467 shares; 2025Q1: 208,770 shares; 2025Q2: 219,883 shares; 2025Q3: 285,922 shares; 2025Q4: 296,491 shares; 2026Q1: 308,578 shares; 2026Q2: 371,857 shares 371,857 $17.1M 2.93% +63,279 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: 174,828 shares; 2024Q4: 175,000 shares; 2025Q1: 181,462 shares; 2025Q2: 165,174 shares; 2025Q3: 329,739 shares; 2025Q4: 324,218 shares; 2026Q1: 304,682 shares; 2026Q2: 277,579 shares 277,579 $15.7M 2.68% -27,103 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,290 shares; 2024Q4: 218,623 shares; 2025Q1: 223,395 shares; 2025Q2: 228,095 shares; 2025Q3: 248,757 shares; 2025Q4: 257,734 shares; 2026Q1: 265,346 shares; 2026Q2: 279,481 shares 279,481 $14.6M 2.5% +14,135 Timeline BIV 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: 66,694 shares; 2024Q4: 72,459 shares; 2025Q1: 74,611 shares; 2025Q2: 79,003 shares; 2025Q3: 116,368 shares; 2025Q4: 118,415 shares; 2026Q1: 173,884 shares; 2026Q2: 184,804 shares 184,804 $14.2M 2.42% +10,920 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,236 shares; 2024Q4: 103,027 shares; 2025Q1: 105,353 shares; 2025Q2: 107,485 shares; 2025Q3: 133,494 shares; 2025Q4: 136,324 shares; 2026Q1: 141,939 shares; 2026Q2: 148,098 shares 148,098 $14M 2.39% +6,159 Timeline JEPQ 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: 130,579 shares; 2024Q4: 129,950 shares; 2025Q1: 135,833 shares; 2025Q2: 143,435 shares; 2025Q3: 228,771 shares; 2025Q4: 230,085 shares; 2026Q1: 215,942 shares; 2026Q2: 222,110 shares 222,110 $13.7M 2.33% +6,168 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615,788 shares; 2024Q4: 545,123 shares; 2025Q1: 554,353 shares; 2025Q2: 545,358 shares; 2025Q3: 605,749 shares; 2025Q4: 613,487 shares; 2026Q1: 628,294 shares; 2026Q2: 558,067 shares 558,067 $12.7M 2.17% -70,227 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,053 shares; 2026Q2: 80,088 shares 80,088 $12.6M 2.15% +78,035 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: 40,825 shares; 2024Q4: 40,751 shares; 2025Q1: 40,880 shares; 2025Q2: 39,034 shares; 2025Q3: 39,327 shares; 2025Q4: 39,750 shares; 2026Q1: 39,621 shares; 2026Q2: 41,749 shares 41,749 $12.1M 2.06% +2,128 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: 26,576 shares; 2024Q4: 26,608 shares; 2025Q1: 26,688 shares; 2025Q2: 10,995 shares; 2025Q3: 11,272 shares; 2025Q4: 11,105 shares; 2026Q1: 10,540 shares; 2026Q2: 10,651 shares 10,651 $7.84M 1.34% +111 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,745 shares; 2025Q3: 21,177 shares; 2025Q4: 20,494 shares; 2026Q1: 20,467 shares; 2026Q2: 20,595 shares 20,595 $6.24M 1.07% +128 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: 25,561 shares; 2024Q4: 19,555 shares; 2025Q1: 19,713 shares; 2025Q2: 19,933 shares; 2025Q3: 19,927 shares; 2025Q4: 19,548 shares; 2026Q1: 20,030 shares; 2026Q2: 20,452 shares 20,452 $6.2M 1.06% +422 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: 34,562 shares; 2024Q4: 23,590 shares; 2025Q1: 23,909 shares; 2025Q2: 17,926 shares; 2025Q3: 17,470 shares; 2025Q4: 17,126 shares; 2026Q1: 17,836 shares; 2026Q2: 73,106 shares 73,106 $5.89M 1.01% +55,270 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,111 shares; 2024Q4: 131,325 shares; 2025Q1: 130,548 shares; 2025Q2: 121,210 shares; 2025Q3: 124,010 shares; 2025Q4: 129,175 shares; 2026Q1: 135,273 shares; 2026Q2: 134,295 shares 134,295 $5.26M 0.9% -978 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,707 shares; 2024Q4: 59,875 shares; 2025Q1: not reported; 2025Q2: 58,431 shares; 2025Q3: 58,436 shares; 2025Q4: 58,063 shares; 2026Q1: 53,698 shares; 2026Q2: 52,661 shares 52,661 $4.95M 0.84% -1,037 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: 16,883 shares; 2024Q4: 17,238 shares; 2025Q1: 17,594 shares; 2025Q2: 17,504 shares; 2025Q3: 17,511 shares; 2025Q4: 18,186 shares; 2026Q1: 18,551 shares; 2026Q2: 19,895 shares 19,895 $4.74M 0.81% +1,344 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,236 shares; 2024Q4: 34,458 shares; 2025Q1: 34,442 shares; 2025Q2: 33,946 shares; 2025Q3: 33,785 shares; 2025Q4: 33,491 shares; 2026Q1: 31,645 shares; 2026Q2: 31,666 shares 31,666 $4.58M 0.78% +21 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,349 shares; 2024Q4: 169,895 shares; 2025Q1: 163,900 shares; 2025Q2: 144,828 shares; 2025Q3: 143,189 shares; 2025Q4: 150,098 shares; 2026Q1: 158,460 shares; 2026Q2: 154,889 shares 154,889 $3.77M 0.64% -3,571 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: 9,095 shares; 2024Q4: 9,259 shares; 2025Q1: 8,573 shares; 2025Q2: 8,215 shares; 2025Q3: 8,595 shares; 2025Q4: 8,896 shares; 2026Q1: 9,210 shares; 2026Q2: 8,845 shares 8,845 $3.13M 0.53% -365 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: 9,569 shares; 2024Q4: 8,646 shares; 2025Q1: 9,564 shares; 2025Q2: 8,759 shares; 2025Q3: 9,888 shares; 2025Q4: 11,383 shares; 2026Q1: 12,318 shares; 2026Q2: 14,798 shares 14,798 $2.96M 0.51% +2,480 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: 25,672 shares; 2024Q4: 20,402 shares; 2025Q1: 20,338 shares; 2025Q2: 20,115 shares; 2025Q3: 20,095 shares; 2025Q4: 19,840 shares; 2026Q1: 19,428 shares; 2026Q2: 97,153 shares 97,153 $2.66M 0.45% +77,725 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,241 shares; 2024Q4: 20,365 shares; 2025Q1: 20,365 shares; 2025Q2: 20,182 shares; 2025Q3: 20,182 shares; 2025Q4: 20,014 shares; 2026Q1: 19,029 shares; 2026Q2: 18,913 shares 18,913 $2.6M 0.44% -116 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,006 shares; 2025Q2: 43,699 shares; 2025Q3: 51,629 shares; 2025Q4: 54,036 shares; 2026Q1: 53,574 shares; 2026Q2: 53,636 shares 53,636 $2.58M 0.44% +62 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: 11,484 shares; 2024Q4: 11,249 shares; 2025Q1: 11,057 shares; 2025Q2: 10,831 shares; 2025Q3: 10,809 shares; 2025Q4: 10,753 shares; 2026Q1: 10,632 shares; 2026Q2: 10,622 shares 10,622 $2.31M 0.4% -10 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: 17,136 shares; 2024Q4: 16,865 shares; 2025Q1: 16,872 shares; 2025Q2: 17,004 shares; 2025Q3: 17,114 shares; 2025Q4: 17,173 shares; 2026Q1: 17,064 shares; 2026Q2: 17,399 shares 17,399 $2.24M 0.38% +335 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: 9,487 shares; 2024Q4: 9,487 shares; 2025Q1: 9,487 shares; 2025Q2: 9,446 shares; 2025Q3: 9,446 shares; 2025Q4: 9,495 shares; 2026Q1: 9,403 shares; 2026Q2: 9,403 shares 9,403 $2.14M 0.36% 0 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: 18,209 shares; 2024Q4: 18,849 shares; 2025Q1: 19,638 shares; 2025Q2: 21,486 shares; 2025Q3: 27,069 shares; 2025Q4: 35,737 shares; 2026Q1: 41,642 shares; 2026Q2: 41,502 shares 41,502 $2.1M 0.36% -140 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: 19,413 shares; 2024Q4: 16,954 shares; 2025Q1: 17,084 shares; 2025Q2: 16,005 shares; 2025Q3: 16,818 shares; 2025Q4: 19,207 shares; 2026Q1: 19,490 shares; 2026Q2: 19,034 shares 19,034 $2.05M 0.35% -456 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: 21,404 shares; 2024Q4: 21,154 shares; 2025Q1: 21,099 shares; 2025Q2: 21,068 shares; 2025Q3: 21,111 shares; 2025Q4: 20,938 shares; 2026Q1: 19,286 shares; 2026Q2: 19,216 shares 19,216 $1.85M 0.32% -70 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: 4,177 shares; 2024Q4: 4,302 shares; 2025Q1: 4,312 shares; 2025Q2: 4,799 shares; 2025Q3: 5,111 shares; 2025Q4: 5,098 shares; 2026Q1: 5,230 shares; 2026Q2: 4,945 shares 4,945 $1.83M 0.31% -285 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: 1,585 shares; 2024Q4: 1,583 shares; 2025Q1: 1,432 shares; 2025Q2: 2,106 shares; 2025Q3: 2,384 shares; 2025Q4: 2,358 shares; 2026Q1: 2,391 shares; 2026Q2: 2,406 shares 2,406 $1.8M 0.31% +15 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: 3,463 shares; 2024Q4: 3,627 shares; 2025Q1: 3,552 shares; 2025Q2: 3,919 shares; 2025Q3: 4,059 shares; 2025Q4: 4,194 shares; 2026Q1: 4,155 shares; 2026Q2: 4,805 shares 4,805 $1.79M 0.31% +650 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: 6,714 shares; 2024Q4: 6,338 shares; 2025Q1: 6,493 shares; 2025Q2: 6,606 shares; 2025Q3: 6,689 shares; 2025Q4: 6,887 shares; 2026Q1: 6,813 shares; 2026Q2: 7,052 shares 7,052 $1.79M 0.31% +239 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: 4,004 shares; 2024Q4: 3,609 shares; 2025Q1: 3,941 shares; 2025Q2: 3,542 shares; 2025Q3: 3,630 shares; 2025Q4: 3,541 shares; 2026Q1: 3,626 shares; 2026Q2: 3,888 shares 3,888 $1.64M 0.28% +262 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: 2,155 shares; 2024Q4: 2,178 shares; 2025Q1: 2,184 shares; 2025Q2: 2,184 shares; 2025Q3: 2,192 shares; 2025Q4: 2,192 shares; 2026Q1: 2,267 shares; 2026Q2: 2,368 shares 2,368 $1.63M 0.28% +101 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: 6,296 shares; 2024Q4: 6,252 shares; 2025Q1: 6,245 shares; 2025Q2: 6,609 shares; 2025Q3: 6,611 shares; 2025Q4: 6,942 shares; 2026Q1: 7,025 shares; 2026Q2: 7,021 shares 7,021 $1.54M 0.26% -4 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,411 shares; 2024Q4: 3,411 shares; 2025Q1: 3,411 shares; 2025Q2: 3,411 shares; 2025Q3: 3,411 shares; 2025Q4: 3,411 shares; 2026Q1: 3,411 shares; 2026Q2: 3,411 shares 3,411 $1.45M 0.25% 0 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: 27,001 shares; 2024Q4: 26,693 shares; 2025Q1: 26,823 shares; 2025Q2: 26,701 shares; 2025Q3: 28,705 shares; 2025Q4: 29,434 shares; 2026Q1: 28,522 shares; 2026Q2: 28,320 shares 28,320 $1.43M 0.24% -202 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: 1,550 shares; 2024Q4: 1,744 shares; 2025Q1: 2,236 shares; 2025Q2: 2,069 shares; 2025Q3: 2,240 shares; 2025Q4: 2,407 shares; 2026Q1: 2,599 shares; 2026Q2: 3,679 shares 3,679 $1.31M 0.22% +1,080 Timeline SPTM 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: 14,421 shares; 2024Q4: 14,447 shares; 2025Q1: 14,448 shares; 2025Q2: 15,112 shares; 2025Q3: 14,467 shares; 2025Q4: 14,465 shares; 2026Q1: 14,419 shares; 2026Q2: 14,160 shares 14,160 $1.29M 0.22% -259 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: 2,580 shares; 2024Q4: 2,322 shares; 2025Q1: 3,518 shares; 2025Q2: 1,091 shares; 2025Q3: 1,163 shares; 2025Q4: 2,830 shares; 2026Q1: 2,950 shares; 2026Q2: 3,123 shares 3,123 $1.18M 0.2% +173 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: 1,360 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,661 shares; 2026Q1: 1,700 shares; 2026Q2: 1,913 shares 1,913 $1.11M 0.19% +213 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,296 shares 14,296 $1.11M 0.19% new 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: 1,307 shares; 2024Q4: 1,438 shares; 2025Q1: 1,419 shares; 2025Q2: 1,115 shares; 2025Q3: 1,160 shares; 2025Q4: 1,498 shares; 2026Q1: 1,651 shares; 2026Q2: 1,936 shares 1,936 $1.09M 0.19% +285 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,299 shares; 2024Q4: 2,302 shares; 2025Q1: 2,318 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,862 shares; 2026Q1: 3,758 shares; 2026Q2: 3,784 shares 3,784 $1.07M 0.18% +26 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,927 shares; 2024Q4: 11,930 shares; 2025Q1: 11,933 shares; 2025Q2: 20,688 shares; 2025Q3: 24,172 shares; 2025Q4: 23,512 shares; 2026Q1: 23,561 shares; 2026Q2: 24,271 shares 24,271 $1.06M 0.18% +710 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,957 shares; 2024Q4: 95,153 shares; 2025Q1: 99,462 shares; 2025Q2: 149,754 shares; 2025Q3: 99,447 shares; 2025Q4: 95,683 shares; 2026Q1: 23,799 shares; 2026Q2: 20,856 shares 20,856 $1.05M 0.18% -2,943 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,496 shares; 2024Q4: 31,455 shares; 2025Q1: 27,019 shares; 2025Q2: 25,142 shares; 2025Q3: 22,959 shares; 2025Q4: 21,386 shares; 2026Q1: 21,327 shares; 2026Q2: 20,350 shares 20,350 $1.05M 0.18% -977 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: 2,987 shares; 2024Q4: 2,987 shares; 2025Q1: 2,979 shares; 2025Q2: 2,942 shares; 2025Q3: 2,942 shares; 2025Q4: 2,947 shares; 2026Q1: 2,959 shares; 2026Q2: 2,959 shares 2,959 $1.01M 0.17% 0 Timeline SCHV 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: 24,771 shares; 2024Q4: 24,771 shares; 2025Q1: 24,771 shares; 2025Q2: 28,207 shares; 2025Q3: 28,736 shares; 2025Q4: 28,791 shares; 2026Q1: 28,863 shares; 2026Q2: 28,870 shares 28,870 $1M 0.17% +7 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,978 shares; 2024Q4: 1,978 shares; 2025Q1: 1,878 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,837 shares; 2026Q2: 1,837 shares 1,837 $877K 0.15% 0 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: 13,048 shares; 2024Q4: 13,546 shares; 2025Q1: 13,913 shares; 2025Q2: 19,802 shares; 2025Q3: 23,887 shares; 2025Q4: 27,179 shares; 2026Q1: 27,455 shares; 2026Q2: 27,613 shares 27,613 $876K 0.15% +158 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: 1,171 shares; 2024Q4: 1,249 shares; 2025Q1: 1,360 shares; 2025Q2: 1,276 shares; 2025Q3: 1,301 shares; 2025Q4: 1,595 shares; 2026Q1: 1,566 shares; 2026Q2: 1,737 shares 1,737 $869K 0.15% +171 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,276 shares; 2025Q1: 2,353 shares; 2025Q2: 2,427 shares; 2025Q3: 2,442 shares; 2025Q4: 2,487 shares; 2026Q1: 2,647 shares; 2026Q2: 2,640 shares 2,640 $864K 0.15% -7 Timeline VCRM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,053 shares; 2025Q4: 8,196 shares; 2026Q1: 11,503 shares; 2026Q2: 11,202 shares 11,202 $856K 0.15% -301 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: 31,661 shares; 2025Q3: 31,725 shares; 2025Q4: 32,015 shares; 2026Q1: 32,416 shares; 2026Q2: 28,693 shares 28,693 $844K 0.14% -3,723 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: 6,764 shares; 2024Q4: 6,919 shares; 2025Q1: 7,017 shares; 2025Q2: 6,922 shares; 2025Q3: 7,022 shares; 2025Q4: 7,124 shares; 2026Q1: 7,014 shares; 2026Q2: 7,451 shares 7,451 $844K 0.14% +437 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: 5,343 shares; 2024Q4: 5,346 shares; 2025Q1: 5,681 shares; 2025Q2: 5,730 shares; 2025Q3: 5,795 shares; 2025Q4: 5,859 shares; 2026Q1: 5,836 shares; 2026Q2: 6,168 shares 6,168 $843K 0.14% +332 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares; 2026Q2: 2,720 shares 2,720 $833K 0.14% 0 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: 1,053 shares; 2024Q4: 1,041 shares; 2025Q1: 1,042 shares; 2025Q2: 1,498 shares; 2025Q3: 1,518 shares; 2025Q4: 1,507 shares; 2026Q1: 1,495 shares; 2026Q2: 8,968 shares 8,968 $772K 0.13% +7,473 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: 4,999 shares; 2024Q4: 5,494 shares; 2025Q1: 6,314 shares; 2025Q2: 6,179 shares; 2025Q3: 6,216 shares; 2025Q4: 6,286 shares; 2026Q1: 6,355 shares; 2026Q2: 7,521 shares 7,521 $744K 0.13% +1,166 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares; 2026Q2: 2,160 shares 2,160 $743K 0.13% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 640 shares 640 $739K 0.13% 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: 3,836 shares; 2024Q4: 3,827 shares; 2025Q1: 3,793 shares; 2025Q2: 3,850 shares; 2025Q3: 4,001 shares; 2025Q4: 4,213 shares; 2026Q1: 4,188 shares; 2026Q2: 4,352 shares 4,352 $721K 0.12% +164 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: 3,440 shares; 2024Q4: 3,447 shares; 2025Q1: 3,522 shares; 2025Q2: 3,584 shares; 2025Q3: 3,592 shares; 2025Q4: 3,610 shares; 2026Q1: 3,634 shares; 2026Q2: 3,816 shares 3,816 $690K 0.12% +182 Timeline PZA 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: 37,038 shares; 2024Q4: 36,128 shares; 2025Q1: 35,341 shares; 2025Q2: 32,370 shares; 2025Q3: 32,751 shares; 2025Q4: 36,163 shares; 2026Q1: 34,908 shares; 2026Q2: 27,862 shares 27,862 $655K 0.11% -7,046 Timeline SPYM 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: 4,071 shares; 2024Q4: 4,922 shares; 2025Q1: 4,950 shares; 2025Q2: 4,958 shares; 2025Q3: 5,061 shares; 2025Q4: 5,085 shares; 2026Q1: 6,016 shares; 2026Q2: 6,598 shares 6,598 $580K 0.1% +582 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 276 shares; 2025Q2: 293 shares; 2025Q3: 347 shares; 2025Q4: 371 shares; 2026Q1: 385 shares; 2026Q2: 478 shares 478 $574K 0.1% +93 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,123 shares; 2024Q4: 11,998 shares; 2025Q1: 11,129 shares; 2025Q2: 11,133 shares; 2025Q3: 11,136 shares; 2025Q4: 11,140 shares; 2026Q1: 11,143 shares; 2026Q2: 11,147 shares 11,147 $537K 0.09% +4 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: 5,401 shares; 2024Q4: 5,723 shares; 2025Q1: 5,724 shares; 2025Q2: 5,809 shares; 2025Q3: 5,726 shares; 2025Q4: 5,727 shares; 2026Q1: 5,728 shares; 2026Q2: 6,352 shares 6,352 $490K 0.08% +624 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND 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: 431 shares; 2025Q4: 881 shares; 2026Q1: 933 shares; 2026Q2: 934 shares 934 $488K 0.08% +1 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: 1,804 shares; 2024Q4: 1,827 shares; 2025Q1: 1,863 shares; 2025Q2: 1,875 shares; 2025Q3: 1,861 shares; 2025Q4: 1,869 shares; 2026Q1: 1,790 shares; 2026Q2: 1,797 shares 1,797 $486K 0.08% +7 Timeline GLW CORNING INC More: the full row for CORNING 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: 1,767 shares; 2026Q2: 1,867 shares 1,867 $477K 0.08% +100 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: 1,865 shares; 2024Q4: 1,872 shares; 2025Q1: 1,897 shares; 2025Q2: 1,914 shares; 2025Q3: 1,927 shares; 2025Q4: 1,904 shares; 2026Q1: 1,945 shares; 2026Q2: 2,105 shares 2,105 $460K 0.08% +160 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: 1,724 shares; 2024Q4: 1,743 shares; 2025Q1: 1,856 shares; 2025Q2: 1,909 shares; 2025Q3: 1,923 shares; 2025Q4: 1,947 shares; 2026Q1: 1,532 shares; 2026Q2: 1,746 shares 1,746 $439K 0.08% +214 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 518 shares; 2025Q1: 533 shares; 2025Q2: 544 shares; 2025Q3: 555 shares; 2025Q4: 5,523 shares; 2026Q1: 5,687 shares; 2026Q2: 5,832 shares 5,832 $416K 0.07% +145 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,448 shares; 2024Q4: 10,451 shares; 2025Q1: 11,330 shares; 2025Q2: 11,626 shares; 2025Q3: 11,084 shares; 2025Q4: 11,103 shares; 2026Q1: 10,796 shares; 2026Q2: 10,796 shares 10,796 $414K 0.07% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,827 shares; 2024Q4: 3,838 shares; 2025Q1: 3,824 shares; 2025Q2: 3,870 shares; 2025Q3: 3,608 shares; 2025Q4: 3,598 shares; 2026Q1: 3,328 shares; 2026Q2: 3,466 shares 3,466 $408K 0.07% +138 Timeline HYMB 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: 10,037 shares; 2024Q4: 10,207 shares; 2025Q1: 10,669 shares; 2025Q2: 10,742 shares; 2025Q3: 13,723 shares; 2025Q4: 18,214 shares; 2026Q1: 16,992 shares; 2026Q2: 16,005 shares 16,005 $407K 0.07% -987 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 638 shares; 2025Q3: 680 shares; 2025Q4: 694 shares; 2026Q1: 693 shares; 2026Q2: 1,182 shares 1,182 $406K 0.07% +489 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: 1,163 shares; 2024Q4: 1,191 shares; 2025Q1: 1,227 shares; 2025Q2: 1,273 shares; 2025Q3: 1,283 shares; 2025Q4: 1,312 shares; 2026Q1: 1,324 shares; 2026Q2: 1,421 shares 1,421 $400K 0.07% +97 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,836 shares; 2024Q4: 3,882 shares; 2025Q1: 4,102 shares; 2025Q2: 4,156 shares; 2025Q3: 4,200 shares; 2025Q4: 4,491 shares; 2026Q1: 4,510 shares; 2026Q2: 4,706 shares 4,706 $389K 0.07% +196 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,911 shares; 2024Q4: 3,911 shares; 2025Q1: 3,837 shares; 2025Q2: 3,837 shares; 2025Q3: 3,805 shares; 2025Q4: 3,519 shares; 2026Q1: 3,519 shares; 2026Q2: 3,519 shares 3,519 $388K 0.07% 0 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: 1,631 shares; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: 1,742 shares; 2025Q3: 1,797 shares; 2025Q4: 1,820 shares; 2026Q1: 1,867 shares; 2026Q2: 2,017 shares 2,017 $383K 0.07% +150 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,129 shares; 2024Q4: 4,529 shares; 2025Q1: 4,262 shares; 2025Q2: 3,886 shares; 2025Q3: 3,856 shares; 2025Q4: 3,630 shares; 2026Q1: 3,637 shares; 2026Q2: 3,560 shares 3,560 $379K 0.06% -77 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: 783 shares; 2024Q4: 796 shares; 2025Q1: 833 shares; 2025Q2: 775 shares; 2025Q3: 792 shares; 2025Q4: 706 shares; 2026Q1: not reported; 2026Q2: 907 shares 907 $377K 0.06% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,259 shares 1,259 $375K 0.06% new 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: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 1,132 shares; 2025Q4: 1,041 shares; 2026Q1: 996 shares; 2026Q2: 996 shares 996 $367K 0.06% 0 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: 1,539 shares; 2024Q4: 1,540 shares; 2025Q1: 1,542 shares; 2025Q2: 1,954 shares; 2025Q3: 1,526 shares; 2025Q4: 1,529 shares; 2026Q1: 1,531 shares; 2026Q2: 1,533 shares 1,533 $363K 0.06% +2 Timeline SDY 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: 2,358 shares; 2024Q4: 2,358 shares; 2025Q1: 2,358 shares; 2025Q2: 2,358 shares; 2025Q3: 2,358 shares; 2025Q4: 2,358 shares; 2026Q1: 2,358 shares; 2026Q2: 2,358 shares 2,358 $359K 0.06% 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: 2,070 shares; 2024Q4: 2,282 shares; 2025Q1: 2,171 shares; 2025Q2: 1,958 shares; 2025Q3: 1,927 shares; 2025Q4: 1,927 shares; 2026Q1: 1,927 shares; 2026Q2: 2,312 shares 2,312 $343K 0.06% +385 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,910 shares 2,910 $342K 0.06% 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: 1,882 shares; 2024Q4: 1,900 shares; 2025Q1: 1,860 shares; 2025Q2: 1,905 shares; 2025Q3: 1,921 shares; 2025Q4: 1,919 shares; 2026Q1: 2,037 shares; 2026Q2: 2,319 shares 2,319 $340K 0.06% +282 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: 557 shares; 2024Q4: 715 shares; 2025Q1: 770 shares; 2025Q2: 807 shares; 2025Q3: 814 shares; 2025Q4: 803 shares; 2026Q1: 796 shares; 2026Q2: 914 shares 914 $322K 0.06% +118 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: 4,232 shares; 2024Q4: 4,283 shares; 2025Q1: 4,321 shares; 2025Q2: 4,396 shares; 2025Q3: 4,409 shares; 2025Q4: 4,467 shares; 2026Q1: 4,473 shares; 2026Q2: 4,423 shares 4,423 $315K 0.05% -50 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 20,970 shares; 2025Q3: 19,970 shares; 2025Q4: 19,970 shares; 2026Q1: 20,979 shares; 2026Q2: 21,490 shares 21,490 $304K 0.05% +511 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,003 shares; 2024Q4: 2,903 shares; 2025Q1: 2,923 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,201 shares; 2026Q1: 3,500 shares; 2026Q2: 3,400 shares 3,400 $294K 0.05% -100 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,980 shares; 2024Q4: 7,781 shares; 2025Q1: 7,772 shares; 2025Q2: 7,451 shares; 2025Q3: 7,428 shares; 2025Q4: 7,346 shares; 2026Q1: 6,827 shares; 2026Q2: 5,179 shares 5,179 $293K 0.05% -1,648 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: 588 shares; 2024Q4: 588 shares; 2025Q1: not reported; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 3,527 shares 3,527 $291K 0.05% +2,939 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: 1,210 shares; 2025Q3: 1,214 shares; 2025Q4: 1,537 shares; 2026Q1: 1,698 shares; 2026Q2: 1,984 shares 1,984 $291K 0.05% +286 Timeline SPYG 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: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,398 shares; 2026Q1: 2,398 shares; 2026Q2: 2,398 shares 2,398 $285K 0.05% 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: 2,044 shares; 2024Q4: 2,044 shares; 2025Q1: 2,059 shares; 2025Q2: 2,059 shares; 2025Q3: 2,059 shares; 2025Q4: 2,059 shares; 2026Q1: 1,512 shares; 2026Q2: 1,512 shares 1,512 $284K 0.05% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,604 shares; 2026Q1: 9,992 shares; 2026Q2: 10,099 shares 10,099 $280K 0.05% +107 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS 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: 3,858 shares 3,858 $277K 0.05% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,798 shares; 2024Q4: 2,752 shares; 2025Q1: 2,768 shares; 2025Q2: 2,866 shares; 2025Q3: 2,913 shares; 2025Q4: 2,932 shares; 2026Q1: 2,939 shares; 2026Q2: 2,981 shares 2,981 $275K 0.05% +42 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265 shares 265 $268K 0.05% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $262K 0.04% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 656 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640 shares; 2026Q1: 655 shares; 2026Q2: 704 shares 704 $255K 0.04% +49 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,134 shares; 2024Q4: 2,120 shares; 2025Q1: 2,192 shares; 2025Q2: 2,272 shares; 2025Q3: 2,281 shares; 2025Q4: 2,276 shares; 2026Q1: 2,332 shares; 2026Q2: 2,770 shares 2,770 $251K 0.04% +438 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 343 shares 343 $248K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,760 shares 1,760 $246K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,130 shares; 2025Q4: not reported; 2026Q1: 3,230 shares; 2026Q2: 3,379 shares 3,379 $243K 0.04% +149 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,188 shares; 2025Q4: 4,300 shares; 2026Q1: not reported; 2026Q2: 4,265 shares 4,265 $243K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,722 shares; 2026Q2: 2,954 shares 2,954 $240K 0.04% +232 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,211 shares; 2026Q2: 4,440 shares 4,440 $238K 0.04% +229 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,126 shares; 2026Q2: 9,126 shares 9,126 $237K 0.04% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 866 shares 866 $235K 0.04% new 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: 399 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 418 shares; 2025Q4: 419 shares; 2026Q1: 434 shares; 2026Q2: 451 shares 451 $230K 0.04% +17 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,760 shares; 2024Q4: 2,765 shares; 2025Q1: 2,776 shares; 2025Q2: 2,788 shares; 2025Q3: 2,803 shares; 2025Q4: 2,821 shares; 2026Q1: 2,820 shares; 2026Q2: 2,807 shares 2,807 $228K 0.04% -13 Timeline SPYV 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: 3,670 shares; 2025Q4: 3,673 shares; 2026Q1: 3,674 shares; 2026Q2: 3,676 shares 3,676 $223K 0.04% +2 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,289 shares; 2024Q4: 1,147 shares; 2025Q1: 1,157 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,162 shares; 2026Q1: not reported; 2026Q2: 979 shares 979 $219K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 234 shares 234 $219K 0.04% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,287 shares 1,287 $211K 0.04% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,494 shares; 2024Q4: 4,368 shares; 2025Q1: 4,368 shares; 2025Q2: 4,212 shares; 2025Q3: 4,212 shares; 2025Q4: 4,212 shares; 2026Q1: 4,212 shares; 2026Q2: 4,188 shares 4,188 $207K 0.04% -24 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,278 shares; 2024Q4: 6,335 shares; 2025Q1: 6,376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,687 shares 5,687 $207K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 597 shares 597 $202K 0.03% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 10,904 shares; 2026Q2: 10,904 shares 10,904 $164K 0.03% 0 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC 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: 10,200 shares; 2026Q1: 10,200 shares; 2026Q2: 11,200 shares 11,200 $106K 0.02% +1,000 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,278 shares; 2025Q3: 10,278 shares; 2025Q4: 10,278 shares; 2026Q1: 10,278 shares; 2026Q2: 10,278 shares 10,278 $100K 0.02% 0 Timeline