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: 157,109 shares; 2024Q4: 154,938 shares; 2025Q1: 154,169 shares; 2025Q2: 152,720 shares; 2025Q3: 141,601 shares; 2025Q4: 143,736 shares; 2026Q1: 147,345 shares; 2026Q2: 879,889 shares 879,889 $75.8M 9.1% +732,544 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: 306,997 shares; 2024Q4: 306,526 shares; 2025Q1: 309,714 shares; 2025Q2: 307,452 shares; 2025Q3: 299,321 shares; 2025Q4: 305,343 shares; 2026Q1: 316,399 shares; 2026Q2: 315,681 shares 315,681 $68.8M 8.26% -718 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: 279,335 shares; 2024Q4: 249,960 shares; 2025Q1: 263,432 shares; 2025Q2: 263,075 shares; 2025Q3: 269,798 shares; 2025Q4: 285,618 shares; 2026Q1: 295,201 shares; 2026Q2: 296,902 shares 296,902 $40.8M 4.9% +1,701 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,307 shares; 2024Q4: 358,428 shares; 2025Q1: 388,392 shares; 2025Q2: 466,657 shares; 2025Q3: 412,291 shares; 2025Q4: 451,804 shares; 2026Q1: 512,239 shares; 2026Q2: 481,757 shares 481,757 $36.2M 4.35% -30,482 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: 96,848 shares; 2024Q4: 93,266 shares; 2025Q1: 90,873 shares; 2025Q2: 89,502 shares; 2025Q3: 95,429 shares; 2025Q4: 97,469 shares; 2026Q1: 91,387 shares; 2026Q2: 409,912 shares 409,912 $36M 4.33% +318,525 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: 36,381 shares; 2024Q4: 36,317 shares; 2025Q1: 36,924 shares; 2025Q2: 37,131 shares; 2025Q3: 35,798 shares; 2025Q4: 36,125 shares; 2026Q1: 38,696 shares; 2026Q2: 36,103 shares 36,103 $27M 3.24% -2,593 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: 149,356 shares; 2024Q4: 170,233 shares; 2025Q1: 169,854 shares; 2025Q2: 167,823 shares; 2025Q3: 164,764 shares; 2025Q4: 175,865 shares; 2026Q1: 158,616 shares; 2026Q2: 158,930 shares 158,930 $26M 3.12% +314 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,984 shares; 2024Q4: 362,808 shares; 2025Q1: 362,636 shares; 2025Q2: 354,006 shares; 2025Q3: 379,911 shares; 2025Q4: 411,854 shares; 2026Q1: 426,168 shares; 2026Q2: 426,139 shares 426,139 $21.9M 2.62% -29 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 196,373 shares 196,373 $21.5M 2.58% new 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: 58,406 shares; 2024Q4: 60,115 shares; 2025Q1: 56,371 shares; 2025Q2: 55,845 shares; 2025Q3: 54,520 shares; 2025Q4: 55,874 shares; 2026Q1: 66,604 shares; 2026Q2: 65,501 shares 65,501 $19M 2.28% -1,103 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,397 shares; 2024Q4: 186,980 shares; 2025Q1: 326,068 shares; 2025Q2: 316,488 shares; 2025Q3: 313,780 shares; 2025Q4: 325,450 shares; 2026Q1: 386,161 shares; 2026Q2: 387,864 shares 387,864 $17.5M 2.1% +1,703 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: 38,072 shares; 2024Q4: 62,914 shares; 2025Q1: 65,913 shares; 2025Q2: 66,099 shares; 2025Q3: 68,585 shares; 2025Q4: 73,910 shares; 2026Q1: 76,110 shares; 2026Q2: 76,736 shares 76,736 $17.4M 2.09% +626 Timeline AVEM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143,381 shares; 2026Q2: 178,396 shares 178,396 $17.2M 2.07% +35,015 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,004 shares; 2024Q4: 165,204 shares; 2025Q1: 254,387 shares; 2025Q2: 252,955 shares; 2025Q3: 147,724 shares; 2025Q4: 162,370 shares; 2026Q1: 176,247 shares; 2026Q2: 332,555 shares 332,555 $16.8M 2.02% +156,308 Timeline VPL 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: 156,979 shares; 2024Q4: 152,137 shares; 2025Q1: 144,368 shares; 2025Q2: 141,188 shares; 2025Q3: 131,481 shares; 2025Q4: 132,020 shares; 2026Q1: 147,123 shares; 2026Q2: 142,212 shares 142,212 $16.5M 1.98% -4,911 Timeline BAI 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: 311,086 shares; 2026Q1: 295,285 shares; 2026Q2: 289,873 shares 289,873 $15.3M 1.84% -5,412 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: 13,506 shares; 2024Q4: 13,881 shares; 2025Q1: 13,923 shares; 2025Q2: 13,468 shares; 2025Q3: 12,744 shares; 2025Q4: 13,116 shares; 2026Q1: 13,657 shares; 2026Q2: 13,179 shares 13,179 $14M 1.69% -478 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: 98,159 shares; 2024Q4: 99,604 shares; 2025Q1: 97,907 shares; 2025Q2: 95,766 shares; 2025Q3: 95,592 shares; 2025Q4: 91,302 shares; 2026Q1: 84,923 shares; 2026Q2: 83,906 shares 83,906 $13.7M 1.65% -1,017 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: 244,392 shares; 2024Q4: 222,391 shares; 2025Q1: 232,674 shares; 2025Q2: 260,603 shares; 2025Q3: 266,499 shares; 2025Q4: 268,857 shares; 2026Q1: 218,176 shares; 2026Q2: 214,497 shares 214,497 $12.8M 1.54% -3,679 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,765 shares; 2024Q4: 116,405 shares; 2025Q1: 120,714 shares; 2025Q2: 120,729 shares; 2025Q3: 124,390 shares; 2025Q4: 129,624 shares; 2026Q1: 147,650 shares; 2026Q2: 148,371 shares 148,371 $12.2M 1.46% +721 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: 49,016 shares; 2024Q4: 49,680 shares; 2025Q1: 50,294 shares; 2025Q2: 49,858 shares; 2025Q3: 48,237 shares; 2025Q4: 51,824 shares; 2026Q1: 53,121 shares; 2026Q2: 49,262 shares 49,262 $11.7M 1.41% -3,859 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,550 shares; 2024Q4: 162,112 shares; 2025Q1: 136,204 shares; 2025Q2: 99,611 shares; 2025Q3: 99,728 shares; 2025Q4: 95,701 shares; 2026Q1: 98,194 shares; 2026Q2: 99,403 shares 99,403 $11.7M 1.4% +1,209 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: 136,104 shares; 2024Q4: 129,616 shares; 2025Q1: 148,465 shares; 2025Q2: 181,906 shares; 2025Q3: 223,579 shares; 2025Q4: 234,074 shares; 2026Q1: 135,381 shares; 2026Q2: 139,794 shares 139,794 $11.6M 1.39% +4,413 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,066 shares; 2024Q4: 127,616 shares; 2025Q1: 118,831 shares; 2025Q2: 92,024 shares; 2025Q3: 92,304 shares; 2025Q4: 74,511 shares; 2026Q1: 76,475 shares; 2026Q2: 77,483 shares 77,483 $11.4M 1.37% +1,008 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: 54,895 shares; 2024Q4: 56,553 shares; 2025Q1: 55,879 shares; 2025Q2: 52,997 shares; 2025Q3: 49,744 shares; 2025Q4: 51,807 shares; 2026Q1: 50,270 shares; 2026Q2: 50,304 shares 50,304 $11M 1.33% +34 Timeline DYNF 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: 138,066 shares; 2025Q4: 163,032 shares; 2026Q1: 163,725 shares; 2026Q2: 161,885 shares 161,885 $11M 1.32% -1,840 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: 27,595 shares; 2024Q4: 27,162 shares; 2025Q1: 27,306 shares; 2025Q2: 22,223 shares; 2025Q3: 21,200 shares; 2025Q4: 25,128 shares; 2026Q1: 25,367 shares; 2026Q2: 28,295 shares 28,295 $10M 1.2% +2,928 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: 23,436 shares; 2024Q4: 23,397 shares; 2025Q1: 23,098 shares; 2025Q2: 22,384 shares; 2025Q3: 21,572 shares; 2025Q4: 22,730 shares; 2026Q1: 22,813 shares; 2026Q2: 22,682 shares 22,682 $8.46M 1.02% -131 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: 46,667 shares; 2026Q1: 46,660 shares; 2026Q2: 32,095 shares 32,095 $8.2M 0.98% -14,565 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,779 shares; 2024Q4: 23,857 shares; 2025Q1: 23,040 shares; 2025Q2: 23,008 shares; 2025Q3: 22,518 shares; 2025Q4: 20,758 shares; 2026Q1: 26,709 shares; 2026Q2: 44,864 shares 44,864 $8.01M 0.96% +18,155 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,579 shares; 2024Q4: 59,481 shares; 2025Q1: 40,493 shares; 2025Q2: 40,021 shares; 2025Q3: 39,078 shares; 2025Q4: 31,793 shares; 2026Q1: 39,779 shares; 2026Q2: 58,297 shares 58,297 $7.97M 0.96% +18,518 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 6,750 shares; 2025Q3: 6,508 shares; 2025Q4: 6,653 shares; 2026Q1: 6,650 shares; 2026Q2: 6,617 shares 6,617 $7.77M 0.93% -33 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: 24,151 shares; 2024Q4: 23,766 shares; 2025Q1: 23,705 shares; 2025Q2: 23,763 shares; 2025Q3: 22,716 shares; 2025Q4: 23,076 shares; 2026Q1: 23,068 shares; 2026Q2: 22,972 shares 22,972 $7.52M 0.9% -96 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: 43,250 shares; 2024Q4: 43,494 shares; 2025Q1: 43,606 shares; 2025Q2: 22,870 shares; 2025Q3: 22,573 shares; 2025Q4: 22,575 shares; 2026Q1: 22,565 shares; 2026Q2: 20,724 shares 20,724 $7.41M 0.89% -1,841 Timeline EFIV 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: 95,477 shares; 2024Q4: 100,540 shares; 2025Q1: 99,213 shares; 2025Q2: 97,004 shares; 2025Q3: 99,903 shares; 2025Q4: 101,227 shares; 2026Q1: 96,352 shares; 2026Q2: 96,463 shares 96,463 $7.04M 0.84% +111 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: 18,933 shares; 2024Q4: 19,238 shares; 2025Q1: 19,289 shares; 2025Q2: 19,240 shares; 2025Q3: 18,367 shares; 2025Q4: 20,100 shares; 2026Q1: 19,991 shares; 2026Q2: 19,991 shares 19,991 $6.86M 0.82% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,642 shares; 2024Q4: 16,601 shares; 2025Q1: 16,793 shares; 2025Q2: 16,640 shares; 2025Q3: 16,013 shares; 2025Q4: 16,813 shares; 2026Q1: 16,783 shares; 2026Q2: 16,489 shares 16,489 $6.85M 0.82% -294 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,072 shares; 2025Q2: 69,532 shares; 2025Q3: 67,278 shares; 2025Q4: 69,616 shares; 2026Q1: 72,200 shares; 2026Q2: 132,590 shares 132,590 $6.79M 0.82% +60,390 Timeline JPMorgan BetaBuilders Canad… JPMorgan BetaBuilders Canada E More: the full row for JPMorgan BetaBuilders Canada E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,513 shares; 2024Q4: 87,059 shares; 2025Q1: 85,530 shares; 2025Q2: 84,175 shares; 2025Q3: 80,444 shares; 2025Q4: 60,053 shares; 2026Q1: 60,834 shares; 2026Q2: 60,269 shares 60,269 $5.99M 0.72% -565 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: 10,302 shares; 2024Q4: 10,332 shares; 2025Q1: 10,293 shares; 2025Q2: 10,269 shares; 2025Q3: 9,720 shares; 2025Q4: 10,293 shares; 2026Q1: 10,331 shares; 2026Q2: 10,118 shares 10,118 $5.7M 0.68% -213 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: 16,153 shares; 2024Q4: 16,107 shares; 2025Q1: 16,355 shares; 2025Q2: 16,293 shares; 2025Q3: 15,616 shares; 2025Q4: 15,944 shares; 2026Q1: 16,011 shares; 2026Q2: 15,949 shares 15,949 $5.62M 0.68% -62 Timeline SPDR S&P Midcap 400 SPDR S&P Midcap 400 More: the full row for SPDR S&P Midcap 400 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,094 shares; 2024Q4: 10,969 shares; 2025Q1: 10,993 shares; 2025Q2: 11,036 shares; 2025Q3: 10,656 shares; 2025Q4: 2,983 shares; 2026Q1: 8,616 shares; 2026Q2: 7,029 shares 7,029 $4.94M 0.59% -1,587 Exxon Mobil Corp Exxon Mobil Corp More: the full row for Exxon Mobil Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,193 shares 35,193 $4.81M 0.58% new C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,586 shares; 2025Q2: 34,886 shares; 2025Q3: 33,158 shares; 2025Q4: 34,216 shares; 2026Q1: 34,376 shares; 2026Q2: 34,376 shares 34,376 $4.81M 0.58% 0 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: 10,733 shares; 2025Q3: 10,219 shares; 2025Q4: 20,978 shares; 2026Q1: 21,250 shares; 2026Q2: 21,250 shares 21,250 $4.6M 0.55% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,456 shares; 2024Q4: 43,973 shares; 2025Q1: 47,909 shares; 2025Q2: 52,202 shares; 2025Q3: 47,917 shares; 2025Q4: 46,216 shares; 2026Q1: 46,183 shares; 2026Q2: 44,064 shares 44,064 $4.53M 0.54% -2,119 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,846 shares; 2024Q4: 4,825 shares; 2025Q1: 4,836 shares; 2025Q2: 4,851 shares; 2025Q3: 4,624 shares; 2025Q4: 4,684 shares; 2026Q1: 4,709 shares; 2026Q2: 4,709 shares 4,709 $4.53M 0.54% 0 VGK 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: 137,492 shares; 2024Q4: 111,427 shares; 2025Q1: 106,315 shares; 2025Q2: 103,467 shares; 2025Q3: 57,011 shares; 2025Q4: 57,278 shares; 2026Q1: 62,213 shares; 2026Q2: 48,488 shares 48,488 $4.29M 0.52% -13,725 Timeline Mkt Vctrs J P Mrgn Em Mkt Vctrs J P Mrgn Em More: the full row for Mkt Vctrs J P Mrgn Em 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: 161,186 shares; 2025Q4: 163,172 shares; 2026Q1: 166,226 shares; 2026Q2: 162,650 shares 162,650 $4.16M 0.5% -3,576 IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,405 shares; 2024Q4: 38,405 shares; 2025Q1: 38,405 shares; 2025Q2: 38,405 shares; 2025Q3: 38,405 shares; 2025Q4: 39,937 shares; 2026Q1: 40,937 shares; 2026Q2: 40,950 shares 40,950 $3.91M 0.47% +13 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 334 shares; 2026Q1: 1,114 shares; 2026Q2: 1,997 shares 1,997 $3.9M 0.47% +883 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: 16,372 shares; 2024Q4: 16,372 shares; 2025Q1: 16,376 shares; 2025Q2: 16,355 shares; 2025Q3: 16,355 shares; 2025Q4: 16,504 shares; 2026Q1: 18,533 shares; 2026Q2: 15,069 shares 15,069 $3.83M 0.46% -3,464 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: 1,945 shares; 2024Q4: 1,955 shares; 2025Q1: 1,970 shares; 2025Q2: 1,936 shares; 2025Q3: 2,460 shares; 2025Q4: 2,025 shares; 2026Q1: 6,062 shares; 2026Q2: 21,557 shares 21,557 $3.2M 0.38% +15,495 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: 848 shares; 2024Q4: 848 shares; 2025Q1: not reported; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 1,047 shares; 2026Q1: 1,038 shares; 2026Q2: 1,038 shares 1,038 $3.15M 0.38% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,126 shares; 2024Q4: 40,928 shares; 2025Q1: 45,481 shares; 2025Q2: 51,158 shares; 2025Q3: 55,805 shares; 2025Q4: 52,609 shares; 2026Q1: 52,708 shares; 2026Q2: 55,892 shares 55,892 $3.06M 0.37% +3,184 Timeline PowerShares QQQ Trust Unit … PowerShares QQQ Trust Unit Ser More: the full row for PowerShares QQQ Trust Unit Ser Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,323 shares; 2024Q4: 3,363 shares; 2025Q1: 3,450 shares; 2025Q2: 3,447 shares; 2025Q3: 3,459 shares; 2025Q4: 3,449 shares; 2026Q1: 3,406 shares; 2026Q2: 3,411 shares 3,411 $2.51M 0.3% +5 STIP 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: 4,686 shares; 2025Q3: 4,798 shares; 2025Q4: 12,883 shares; 2026Q1: 19,183 shares; 2026Q2: 23,788 shares 23,788 $2.43M 0.29% +4,605 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: 32,102 shares; 2024Q4: 23,694 shares; 2025Q1: 17,895 shares; 2025Q2: 17,763 shares; 2025Q3: 23,072 shares; 2025Q4: 32,430 shares; 2026Q1: 13,600 shares; 2026Q2: 7,778 shares 7,778 $2.36M 0.28% -5,822 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: 6,602 shares; 2024Q4: 6,737 shares; 2025Q1: 6,776 shares; 2025Q2: 6,742 shares; 2025Q3: 6,744 shares; 2025Q4: 6,765 shares; 2026Q1: 8,316 shares; 2026Q2: 8,340 shares 8,340 $2.35M 0.28% +24 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,231 shares; 2024Q4: 7,231 shares; 2025Q1: 7,231 shares; 2025Q2: 7,231 shares; 2025Q3: 7,231 shares; 2025Q4: 6,931 shares; 2026Q1: 6,931 shares; 2026Q2: 6,250 shares 6,250 $2.34M 0.28% -681 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,865 shares; 2025Q4: 8,798 shares; 2026Q1: 11,305 shares; 2026Q2: 25,911 shares 25,911 $2.28M 0.27% +14,606 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: 91,411 shares; 2024Q4: 94,857 shares; 2025Q1: 100,601 shares; 2025Q2: 99,325 shares; 2025Q3: 98,676 shares; 2025Q4: 99,192 shares; 2026Q1: 103,256 shares; 2026Q2: 99,822 shares 99,822 $2.27M 0.27% -3,434 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: 2,216 shares; 2026Q2: 2,195 shares 2,195 $2.22M 0.27% -21 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,369 shares; 2025Q3: 5,493 shares; 2025Q4: 15,643 shares; 2026Q1: 23,721 shares; 2026Q2: 27,507 shares 27,507 $2.17M 0.26% +3,786 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,132 shares; 2025Q3: 5,282 shares; 2025Q4: 15,049 shares; 2026Q1: 22,798 shares; 2026Q2: 264,332 shares 264,332 $2.17M 0.26% +241,534 Timeline PFF 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: 67,832 shares 67,832 $2.07M 0.25% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,957 shares; 2024Q4: 55,709 shares; 2025Q1: 39,644 shares; 2025Q2: 24,445 shares; 2025Q3: 24,439 shares; 2025Q4: 22,923 shares; 2026Q1: 23,172 shares; 2026Q2: 27,866 shares 27,866 $1.56M 0.19% +4,694 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,024 shares; 2024Q4: 5,054 shares; 2025Q1: 5,054 shares; 2025Q2: 5,054 shares; 2025Q3: 5,054 shares; 2025Q4: 5,054 shares; 2026Q1: 5,038 shares; 2026Q2: 1,938 shares 1,938 $1.53M 0.18% -3,100 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 58,512 shares 58,512 $1.53M 0.18% new 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: 17,908 shares; 2024Q4: 17,916 shares; 2025Q1: 18,806 shares; 2025Q2: 16,637 shares; 2025Q3: 16,685 shares; 2025Q4: 16,686 shares; 2026Q1: 16,679 shares; 2026Q2: 16,679 shares 16,679 $1.51M 0.18% 0 Timeline MERCK &COINC MERCK &COINC More: the full row for MERCK &COINC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,149 shares; 2024Q4: 18,149 shares; 2025Q1: 18,149 shares; 2025Q2: 18,054 shares; 2025Q3: 18,054 shares; 2025Q4: 18,054 shares; 2026Q1: 18,891 shares; 2026Q2: 11,499 shares 11,499 $1.48M 0.18% -7,392 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: 2,080 shares; 2024Q4: 1,680 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 1,958 shares; 2026Q1: 2,176 shares; 2026Q2: 2,635 shares 2,635 $1.32M 0.16% +459 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,054 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $1.3M 0.16% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,338 shares; 2025Q4: 5,256 shares; 2026Q1: 6,422 shares; 2026Q2: 6,177 shares 6,177 $1.24M 0.15% -245 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 8,108 shares; 2026Q1: 7,454 shares; 2026Q2: 7,000 shares 7,000 $1.23M 0.15% -454 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,705 shares; 2024Q4: 26,559 shares; 2025Q1: 26,524 shares; 2025Q2: 26,524 shares; 2025Q3: 26,524 shares; 2025Q4: 25,501 shares; 2026Q1: 24,907 shares; 2026Q2: 8,892 shares 8,892 $1.2M 0.14% -16,015 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: 6,707 shares; 2024Q4: 6,709 shares; 2025Q1: 6,711 shares; 2025Q2: 6,474 shares; 2025Q3: 6,474 shares; 2025Q4: 6,374 shares; 2026Q1: 6,764 shares; 2026Q2: 4,709 shares 4,709 $1.18M 0.14% -2,055 Timeline MARVELL TECHNOLOGY GROUP LTD MARVELL TECHNOLOGY GROUP LTD More: the full row for MARVELL TECHNOLOGY GROUP LTD 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: 3,436 shares; 2026Q1: 4,251 shares; 2026Q2: 3,911 shares 3,911 $1.17M 0.14% -340 D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,709 shares; 2024Q4: 15,700 shares; 2025Q1: 15,700 shares; 2025Q2: 15,700 shares; 2025Q3: 15,700 shares; 2025Q4: 15,700 shares; 2026Q1: 17,527 shares; 2026Q2: 15,623 shares 15,623 $1.07M 0.13% -1,904 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,665 shares; 2025Q4: 8,085 shares; 2026Q1: 8,520 shares; 2026Q2: 13,572 shares 13,572 $1.05M 0.13% +5,052 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: 2,657 shares; 2024Q4: 2,657 shares; 2025Q1: 2,344 shares; 2025Q2: 2,344 shares; 2025Q3: 2,344 shares; 2025Q4: 2,344 shares; 2026Q1: 2,344 shares; 2026Q2: 2,344 shares 2,344 $999K 0.12% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,600 shares; 2024Q4: 332,352 shares; 2025Q1: 330,643 shares; 2025Q2: 321,519 shares; 2025Q3: 322,130 shares; 2025Q4: 334,910 shares; 2026Q1: 344,363 shares; 2026Q2: 10,144 shares 10,144 $959K 0.12% -334,219 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: 9,193 shares; 2024Q4: 9,245 shares; 2025Q1: 9,275 shares; 2025Q2: 9,374 shares; 2025Q3: 9,400 shares; 2025Q4: 9,448 shares; 2026Q1: 9,876 shares; 2026Q2: 1,373 shares 1,373 $943K 0.11% -8,503 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: 13,939 shares; 2024Q4: 13,939 shares; 2025Q1: 13,960 shares; 2025Q2: 13,939 shares; 2025Q3: 13,939 shares; 2025Q4: 14,279 shares; 2026Q1: 12,728 shares; 2026Q2: 11,528 shares 11,528 $937K 0.11% -1,200 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,665 shares; 2024Q4: 1,665 shares; 2025Q1: 1,764 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 2,989 shares; 2026Q2: 2,819 shares 2,819 $887K 0.11% -170 Timeline XBI 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: 5,377 shares; 2024Q4: 5,377 shares; 2025Q1: 5,377 shares; 2025Q2: 5,377 shares; 2025Q3: 5,377 shares; 2025Q4: 5,377 shares; 2026Q1: 5,377 shares; 2026Q2: 5,377 shares 5,377 $851K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,798 shares; 2025Q4: 5,663 shares; 2026Q1: 6,786 shares; 2026Q2: 8,513 shares 8,513 $822K 0.1% +1,727 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: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,820 shares; 2025Q2: 2,820 shares; 2025Q3: 2,820 shares; 2025Q4: 2,883 shares; 2026Q1: 2,883 shares; 2026Q2: 2,820 shares 2,820 $762K 0.09% -63 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: 10,084 shares; 2024Q4: 10,084 shares; 2025Q1: 10,084 shares; 2025Q2: 10,084 shares; 2025Q3: 9,469 shares; 2025Q4: 8,842 shares; 2026Q1: 8,690 shares; 2026Q2: 7,770 shares 7,770 $748K 0.09% -920 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,866 shares; 2026Q1: 1,915 shares; 2026Q2: 1,895 shares 1,895 $716K 0.09% -20 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,012 shares; 2024Q4: 4,012 shares; 2025Q1: 4,012 shares; 2025Q2: 4,012 shares; 2025Q3: 4,012 shares; 2025Q4: 4,012 shares; 2026Q1: 4,012 shares; 2026Q2: 4,012 shares 4,012 $630K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,810 shares; 2025Q3: not reported; 2025Q4: 4,782 shares; 2026Q1: 5,352 shares; 2026Q2: 6,302 shares 6,302 $624K 0.07% +950 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: 1,733 shares; 2024Q4: 1,733 shares; 2025Q1: 1,733 shares; 2025Q2: 1,733 shares; 2025Q3: 1,733 shares; 2025Q4: 2,110 shares; 2026Q1: 2,114 shares; 2026Q2: 1,714 shares 1,714 $621K 0.07% -400 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: 3,099 shares; 2024Q4: 3,103 shares; 2025Q1: 3,107 shares; 2025Q2: 3,110 shares; 2025Q3: 3,082 shares; 2025Q4: 3,540 shares; 2026Q1: 3,570 shares; 2026Q2: 3,400 shares 3,400 $615K 0.07% -170 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 1,526 shares; 2026Q1: 2,596 shares; 2026Q2: 2,596 shares 2,596 $572K 0.07% 0 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: 2,760 shares; 2024Q4: 2,893 shares; 2025Q1: 2,936 shares; 2025Q2: 2,833 shares; 2025Q3: 2,833 shares; 2025Q4: 3,291 shares; 2026Q1: 3,423 shares; 2026Q2: 3,423 shares 3,423 $567K 0.07% 0 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: 13,413 shares; 2024Q4: 14,358 shares; 2025Q1: 14,561 shares; 2025Q2: 14,561 shares; 2025Q3: 14,603 shares; 2025Q4: 14,413 shares; 2026Q1: 15,191 shares; 2026Q2: 1,491 shares 1,491 $551K 0.07% -13,700 Timeline BRBS BLUE RIDGE BANKSHARES INC VA More: the full row for BLUE RIDGE BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 130,000 shares; 2025Q2: 148,457 shares; 2025Q3: 152,514 shares; 2025Q4: 152,514 shares; 2026Q1: 152,514 shares; 2026Q2: 152,514 shares 152,514 $538K 0.06% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,685 shares; 2024Q4: 4,326 shares; 2025Q1: 4,461 shares; 2025Q2: 4,451 shares; 2025Q3: 4,219 shares; 2025Q4: 5,393 shares; 2026Q1: 1,246 shares; 2026Q2: 1,135 shares 1,135 $514K 0.06% -111 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,479 shares; 2026Q1: 1,487 shares; 2026Q2: 1,221 shares 1,221 $486K 0.06% -266 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,734 shares; 2024Q4: 4,734 shares; 2025Q1: 4,734 shares; 2025Q2: 4,734 shares; 2025Q3: 4,734 shares; 2025Q4: 4,734 shares; 2026Q1: 4,734 shares; 2026Q2: 4,734 shares 4,734 $484K 0.06% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 11,250 shares 11,250 $479K 0.06% new Timeline MARTIN MARIETTA MATERIALS I… MARTIN MARIETTA MATERIALS INC More: the full row for MARTIN MARIETTA MATERIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 783 shares; 2026Q2: 783 shares 783 $452K 0.05% 0 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: 10,371 shares; 2024Q4: 10,415 shares; 2025Q1: 10,517 shares; 2025Q2: 10,305 shares; 2025Q3: 6,907 shares; 2025Q4: 6,452 shares; 2026Q1: 2,759 shares; 2026Q2: 2,834 shares 2,834 $445K 0.05% +75 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,875 shares; 2026Q2: 13,875 shares 13,875 $444K 0.05% 0 Timeline BBJP 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: 5,854 shares; 2024Q4: 5,854 shares; 2025Q1: 5,854 shares; 2025Q2: 5,854 shares; 2025Q3: 5,854 shares; 2025Q4: 5,854 shares; 2026Q1: 5,854 shares; 2026Q2: 5,854 shares 5,854 $441K 0.05% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,133 shares; 2024Q4: 5,133 shares; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares; 2025Q3: 5,033 shares; 2025Q4: 5,033 shares; 2026Q1: 4,000 shares; 2026Q2: 3,000 shares 3,000 $440K 0.05% -1,000 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 1,748 shares; 2026Q1: 1,748 shares; 2026Q2: 1,748 shares 1,748 $437K 0.05% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,944 shares; 2024Q4: 2,944 shares; 2025Q1: 3,165 shares; 2025Q2: 2,944 shares; 2025Q3: 2,544 shares; 2025Q4: 2,968 shares; 2026Q1: 2,968 shares; 2026Q2: 2,858 shares 2,858 $419K 0.05% -110 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,282 shares; 2024Q4: 3,286 shares; 2025Q1: 3,290 shares; 2025Q2: 3,294 shares; 2025Q3: 3,298 shares; 2025Q4: 3,302 shares; 2026Q1: 3,302 shares; 2026Q2: 2,423 shares 2,423 $410K 0.05% -879 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares; 2026Q2: 296 shares 296 $394K 0.05% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 486 shares; 2025Q4: 524 shares; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $392K 0.05% 0 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: 6,813 shares; 2024Q4: 6,813 shares; 2025Q1: 6,724 shares; 2025Q2: 6,724 shares; 2025Q3: 6,724 shares; 2025Q4: 6,724 shares; 2026Q1: 6,729 shares; 2026Q2: 4,205 shares 4,205 $382K 0.05% -2,524 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,046 shares; 2024Q4: 29,969 shares; 2025Q1: 28,633 shares; 2025Q2: 25,154 shares; 2025Q3: 24,745 shares; 2025Q4: 25,752 shares; 2026Q1: 15,519 shares; 2026Q2: 15,565 shares 15,565 $360K 0.04% +46 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,013 shares; 2026Q1: 2,013 shares; 2026Q2: 2,013 shares 2,013 $353K 0.04% 0 Timeline KMX CARMAX INC More: the full row for CARMAX 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: 7,300 shares; 2026Q2: 6,550 shares 6,550 $346K 0.04% -750 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,556 shares; 2026Q1: 1,556 shares; 2026Q2: 1,556 shares 1,556 $344K 0.04% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,311 shares; 2024Q4: 5,158 shares; 2025Q1: 5,705 shares; 2025Q2: 5,018 shares; 2025Q3: 4,935 shares; 2025Q4: 4,921 shares; 2026Q1: 2,924 shares; 2026Q2: 2,921 shares 2,921 $343K 0.04% -3 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP 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: 15,500 shares 15,500 $338K 0.04% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,263 shares; 2026Q1: 1,173 shares; 2026Q2: 1,173 shares 1,173 $330K 0.04% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 1,821 shares; 2026Q1: 1,809 shares; 2026Q2: 1,809 shares 1,809 $325K 0.04% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares; 2026Q2: 1,400 shares 1,400 $312K 0.04% -4,200 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: 36,630 shares; 2024Q4: 36,630 shares; 2025Q1: 36,630 shares; 2025Q2: 36,630 shares; 2025Q3: 36,630 shares; 2025Q4: 37,880 shares; 2026Q1: 21,680 shares; 2026Q2: 5,380 shares 5,380 $307K 0.04% -16,300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 298 shares; 2026Q1: 328 shares; 2026Q2: 2,400 shares 2,400 $287K 0.03% +2,072 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $284K 0.03% 0 Timeline RLGT RADIANT LOGISTICS INC More: the full row for RADIANT LOGISTICS 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: 30,000 shares 30,000 $284K 0.03% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 633 shares; 2026Q2: 633 shares 633 $251K 0.03% 0 Timeline TORTOISE ENERGY INFRA CORP TORTOISE ENERGY INFRA CORP More: the full row for TORTOISE ENERGY INFRA 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: 8,625 shares; 2026Q2: 5,750 shares 5,750 $247K 0.03% -2,875 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,224 shares 1,224 $233K 0.03% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 602 shares; 2026Q1: 608 shares; 2026Q2: 552 shares 552 $232K 0.03% -56 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: not reported; 2025Q4: not reported; 2026Q1: 3,164 shares; 2026Q2: 3,164 shares 3,164 $228K 0.03% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,300 shares; 2026Q2: 6,000 shares 6,000 $221K 0.03% -2,300 Timeline LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA More: the full row for LABORATORY CORP OF AMERICA 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: 1,000 shares; 2026Q2: 750 shares 750 $210K 0.03% -250 PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,514 shares; 2026Q1: 9,225 shares; 2026Q2: 8,654 shares 8,654 $208K 0.03% -571 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 857 shares 857 $204K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,198 shares; 2026Q2: 2,198 shares 2,198 $203K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,320 shares; 2026Q1: 1,216 shares; 2026Q2: 959 shares 959 $200K 0.02% -257 Timeline