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: 24,871 shares; 2024Q4: 25,063 shares; 2025Q1: 15,321 shares; 2025Q2: 9,182 shares; 2025Q3: 6,940 shares; 2025Q4: 6,310 shares; 2026Q1: 9,857 shares; 2026Q2: 20,684 shares 20,684 $14.2M 7.93% +10,827 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,252 shares; 2024Q4: 95,855 shares; 2025Q1: 82,353 shares; 2025Q2: 104,442 shares; 2025Q3: 109,863 shares; 2025Q4: 103,313 shares; 2026Q1: 107,688 shares; 2026Q2: 116,937 shares 116,937 $10.1M 5.64% +9,249 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: 129,887 shares; 2024Q4: 126,017 shares; 2025Q1: 125,134 shares; 2025Q2: 124,981 shares; 2025Q3: 139,877 shares; 2025Q4: 140,025 shares; 2026Q1: 117,480 shares; 2026Q2: 114,658 shares 114,658 $7.8M 4.35% -2,822 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: 73,202 shares; 2024Q4: 70,128 shares; 2025Q1: 68,294 shares; 2025Q2: 61,457 shares; 2025Q3: 59,915 shares; 2025Q4: 59,295 shares; 2026Q1: 62,638 shares; 2026Q2: 59,933 shares 59,933 $7.13M 3.98% -2,705 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193,891 shares; 2026Q2: 193,847 shares 193,847 $7.09M 3.96% -44 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,836 shares; 2024Q4: 89,693 shares; 2025Q1: 90,951 shares; 2025Q2: 99,052 shares; 2025Q3: 102,740 shares; 2025Q4: 105,603 shares; 2026Q1: 131,965 shares; 2026Q2: 134,018 shares 134,018 $6.49M 3.62% +2,053 Timeline RDVY 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: 63,788 shares; 2024Q4: 61,266 shares; 2025Q1: 60,571 shares; 2025Q2: 61,777 shares; 2025Q3: 65,141 shares; 2025Q4: 65,552 shares; 2026Q1: 66,421 shares; 2026Q2: 67,095 shares 67,095 $5.44M 3.04% +674 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: 51,007 shares; 2024Q4: 51,815 shares; 2025Q1: 81,619 shares; 2025Q2: 94,615 shares; 2025Q3: 101,052 shares; 2025Q4: 135,205 shares; 2026Q1: 116,324 shares; 2026Q2: 87,227 shares 87,227 $5.3M 2.96% -29,097 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 186,920 shares 186,920 $5.24M 2.93% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,023 shares; 2024Q4: 21,433 shares; 2025Q1: 21,097 shares; 2025Q2: 20,822 shares; 2025Q3: 21,701 shares; 2025Q4: 22,008 shares; 2026Q1: 78,429 shares; 2026Q2: 87,050 shares 87,050 $5.13M 2.87% +8,621 Timeline VCIT 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: 52,396 shares; 2024Q4: 53,347 shares; 2025Q1: 53,594 shares; 2025Q2: 53,998 shares; 2025Q3: 55,798 shares; 2025Q4: 56,926 shares; 2026Q1: 56,154 shares; 2026Q2: 57,762 shares 57,762 $4.77M 2.67% +1,608 Timeline LMBS 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: 80,476 shares; 2024Q4: 84,257 shares; 2025Q1: 71,921 shares; 2025Q2: 71,134 shares; 2025Q3: 73,218 shares; 2025Q4: 74,141 shares; 2026Q1: 76,862 shares; 2026Q2: 86,705 shares 86,705 $4.32M 2.41% +9,843 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: 81,041 shares; 2025Q4: 86,544 shares; 2026Q1: 93,581 shares; 2026Q2: 73,453 shares 73,453 $3.87M 2.16% -20,128 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: 3,913 shares; 2024Q4: 3,934 shares; 2025Q1: 4,044 shares; 2025Q2: 45,931 shares; 2025Q3: 78,076 shares; 2025Q4: 93,321 shares; 2026Q1: 63,861 shares; 2026Q2: 42,248 shares 42,248 $3.5M 1.95% -21,613 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,204 shares; 2025Q1: 6,422 shares; 2025Q2: 6,552 shares; 2025Q3: 7,034 shares; 2025Q4: 11,497 shares; 2026Q1: 12,203 shares; 2026Q2: 9,284 shares 9,284 $3.18M 1.78% -2,919 Timeline THRO 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: 73,721 shares; 2025Q2: 73,023 shares; 2025Q3: 79,176 shares; 2025Q4: 79,589 shares; 2026Q1: 83,886 shares; 2026Q2: 63,603 shares 63,603 $2.74M 1.53% -20,283 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: 28,783 shares; 2024Q4: 26,134 shares; 2025Q1: 23,758 shares; 2025Q2: 24,317 shares; 2025Q3: 25,326 shares; 2025Q4: 26,109 shares; 2026Q1: 25,839 shares; 2026Q2: 26,356 shares 26,356 $2.49M 1.39% +517 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 384 shares; 2025Q4: 385 shares; 2026Q1: 352 shares; 2026Q2: 350 shares 350 $2.38M 1.33% -2 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: 28,082 shares; 2024Q4: 28,412 shares; 2025Q1: 28,006 shares; 2025Q2: 27,816 shares; 2025Q3: 29,074 shares; 2025Q4: 29,796 shares; 2026Q1: 29,083 shares; 2026Q2: 29,642 shares 29,642 $2.34M 1.31% +559 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,607 shares; 2024Q4: 8,427 shares; 2025Q1: 21,343 shares; 2025Q2: 21,500 shares; 2025Q3: 20,685 shares; 2025Q4: 20,916 shares; 2026Q1: 21,537 shares; 2026Q2: 22,488 shares 22,488 $2.26M 1.26% +951 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X 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: 19,289 shares; 2025Q4: 21,766 shares; 2026Q1: 34,821 shares; 2026Q2: 37,760 shares 37,760 $2.25M 1.26% +2,939 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: 7,196 shares; 2024Q4: 7,194 shares; 2025Q1: 6,713 shares; 2025Q2: 6,855 shares; 2025Q3: 6,597 shares; 2025Q4: 6,649 shares; 2026Q1: 6,377 shares; 2026Q2: 7,377 shares 7,377 $2.13M 1.19% +1,000 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: 36,039 shares; 2024Q4: 35,813 shares; 2025Q1: 37,599 shares; 2025Q2: 38,605 shares; 2025Q3: 37,799 shares; 2025Q4: 26,135 shares; 2026Q1: 26,066 shares; 2026Q2: 9,694 shares 9,694 $2.13M 1.19% -16,372 Timeline SCHC 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: 48,303 shares; 2024Q4: 44,291 shares; 2025Q1: 41,516 shares; 2025Q2: 46,967 shares; 2025Q3: 45,465 shares; 2025Q4: 44,801 shares; 2026Q1: 42,045 shares; 2026Q2: 41,087 shares 41,087 $1.98M 1.1% -958 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,675 shares; 2026Q2: 38,853 shares 38,853 $1.96M 1.09% -1,822 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,694 shares; 2024Q4: 19,989 shares; 2025Q1: 20,209 shares; 2025Q2: 19,555 shares; 2025Q3: 19,889 shares; 2025Q4: 19,986 shares; 2026Q1: 19,644 shares; 2026Q2: 19,928 shares 19,928 $1.92M 1.07% +284 Timeline SCHP 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: 33,711 shares; 2024Q4: 63,297 shares; 2025Q1: 60,907 shares; 2025Q2: 62,390 shares; 2025Q3: 64,832 shares; 2025Q4: 67,265 shares; 2026Q1: 67,168 shares; 2026Q2: 67,772 shares 67,772 $1.8M 1% +604 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: 7,039 shares; 2024Q4: 7,012 shares; 2025Q1: 6,552 shares; 2025Q2: 6,486 shares; 2025Q3: 6,459 shares; 2025Q4: 6,466 shares; 2026Q1: 4,921 shares; 2026Q2: 4,806 shares 4,806 $1.79M 1% -115 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: 7,839 shares; 2024Q4: 7,063 shares; 2025Q1: 6,935 shares; 2025Q2: 6,724 shares; 2025Q3: 6,526 shares; 2025Q4: 6,403 shares; 2026Q1: 5,769 shares; 2026Q2: 4,665 shares 4,665 $1.76M 0.98% -1,104 Timeline SCHH 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: 72,690 shares; 2024Q4: 73,288 shares; 2025Q1: 74,437 shares; 2025Q2: 70,630 shares; 2025Q3: 73,900 shares; 2025Q4: 77,188 shares; 2026Q1: 76,413 shares; 2026Q2: 73,667 shares 73,667 $1.74M 0.97% -2,746 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: 36,813 shares; 2024Q4: 34,489 shares; 2025Q1: 36,197 shares; 2025Q2: 31,461 shares; 2025Q3: 30,613 shares; 2025Q4: 31,583 shares; 2026Q1: 29,869 shares; 2026Q2: 28,991 shares 28,991 $1.73M 0.97% -878 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: 7,777 shares; 2024Q4: 7,483 shares; 2025Q1: 7,508 shares; 2025Q2: 7,579 shares; 2025Q3: 7,577 shares; 2025Q4: 6,975 shares; 2026Q1: 6,503 shares; 2026Q2: 6,374 shares 6,374 $1.62M 0.9% -129 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: 9,313 shares; 2024Q4: 9,083 shares; 2025Q1: 8,892 shares; 2025Q2: 8,650 shares; 2025Q3: 8,242 shares; 2025Q4: 7,833 shares; 2026Q1: 7,583 shares; 2026Q2: 7,633 shares 7,633 $1.53M 0.85% +50 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,527 shares; 2025Q1: 33,812 shares; 2025Q2: 32,136 shares; 2025Q3: 32,197 shares; 2025Q4: 29,706 shares; 2026Q1: 17,813 shares; 2026Q2: 18,746 shares 18,746 $1.42M 0.79% +933 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,778 shares; 2024Q4: 44,093 shares; 2025Q1: 44,182 shares; 2025Q2: 34,639 shares; 2025Q3: 36,105 shares; 2025Q4: 37,345 shares; 2026Q1: 37,069 shares; 2026Q2: 37,129 shares 37,129 $1.37M 0.77% +60 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,253 shares; 2025Q1: 4,338 shares; 2025Q2: 4,331 shares; 2025Q3: 4,354 shares; 2025Q4: 4,353 shares; 2026Q1: 4,350 shares; 2026Q2: 3,057 shares 3,057 $1.32M 0.74% -1,293 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: 3,446 shares; 2024Q4: 3,581 shares; 2025Q1: 3,656 shares; 2025Q2: 4,205 shares; 2025Q3: 4,184 shares; 2025Q4: 3,708 shares; 2026Q1: 3,495 shares; 2026Q2: 3,472 shares 3,472 $1.24M 0.69% -23 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,310 shares; 2024Q4: 67,671 shares; 2025Q1: 59,251 shares; 2025Q2: 82,909 shares; 2025Q3: 79,589 shares; 2025Q4: 71,302 shares; 2026Q1: 47,806 shares; 2026Q2: 15,751 shares 15,751 $1.21M 0.67% -32,055 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: 8,667 shares; 2024Q4: 8,272 shares; 2025Q1: 8,413 shares; 2025Q2: 8,675 shares; 2025Q3: 8,923 shares; 2025Q4: 8,948 shares; 2026Q1: 8,549 shares; 2026Q2: 8,288 shares 8,288 $1.13M 0.63% -261 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: 5,557 shares; 2024Q4: 5,592 shares; 2025Q1: 5,676 shares; 2025Q2: 5,881 shares; 2025Q3: 5,469 shares; 2025Q4: 5,468 shares; 2026Q1: 5,398 shares; 2026Q2: 4,745 shares 4,745 $1.13M 0.63% -653 Timeline IAGG 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: 4,714 shares; 2025Q4: 5,961 shares; 2026Q1: 18,015 shares; 2026Q2: 21,526 shares 21,526 $1.09M 0.61% +3,511 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918 shares; 2024Q4: 1,897 shares; 2025Q1: 1,785 shares; 2025Q2: 1,798 shares; 2025Q3: 1,874 shares; 2025Q4: 1,762 shares; 2026Q1: 1,613 shares; 2026Q2: 1,484 shares 1,484 $1.07M 0.6% -129 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: 1,234 shares; 2024Q4: 1,242 shares; 2025Q1: 1,263 shares; 2025Q2: 1,325 shares; 2025Q3: 1,254 shares; 2025Q4: 1,210 shares; 2026Q1: 1,178 shares; 2026Q2: 971 shares 971 $1.03M 0.58% -207 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,855 shares; 2024Q4: 37,876 shares; 2025Q1: 22,948 shares; 2025Q2: 22,250 shares; 2025Q3: 2,308 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,124 shares 8,124 $1.01M 0.56% 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: 2,819 shares; 2024Q4: 2,585 shares; 2025Q1: 2,623 shares; 2025Q2: 2,591 shares; 2025Q3: 2,499 shares; 2025Q4: 2,397 shares; 2026Q1: 2,391 shares; 2026Q2: 2,389 shares 2,389 $1M 0.56% -2 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,269 shares; 2024Q4: 12,161 shares; 2025Q1: 23,720 shares; 2025Q2: 23,852 shares; 2025Q3: 23,759 shares; 2025Q4: 23,658 shares; 2026Q1: 23,658 shares; 2026Q2: 23,311 shares 23,311 $975K 0.54% -347 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,116 shares; 2024Q4: 73,869 shares; 2025Q1: 77,073 shares; 2025Q2: 79,622 shares; 2025Q3: 61,970 shares; 2025Q4: 58,968 shares; 2026Q1: 24,388 shares; 2026Q2: 18,307 shares 18,307 $958K 0.54% -6,081 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: 7,477 shares; 2024Q4: 7,496 shares; 2025Q1: 7,477 shares; 2025Q2: 7,477 shares; 2025Q3: 7,477 shares; 2025Q4: 7,477 shares; 2026Q1: 7,477 shares; 2026Q2: 7,477 shares 7,477 $956K 0.53% 0 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: 9,080 shares; 2024Q4: 9,065 shares; 2025Q1: 10,674 shares; 2025Q2: 8,582 shares; 2025Q3: 8,619 shares; 2025Q4: 8,770 shares; 2026Q1: 8,969 shares; 2026Q2: 8,921 shares 8,921 $948K 0.53% -48 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: 983 shares; 2024Q4: 1,031 shares; 2025Q1: 1,090 shares; 2025Q2: 1,134 shares; 2025Q3: 1,110 shares; 2025Q4: 1,128 shares; 2026Q1: 1,219 shares; 2026Q2: 1,225 shares 1,225 $915K 0.51% +6 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: 3,530 shares; 2024Q4: 2,871 shares; 2025Q1: 2,869 shares; 2025Q2: 2,756 shares; 2025Q3: 2,627 shares; 2025Q4: 2,346 shares; 2026Q1: 2,284 shares; 2026Q2: 2,581 shares 2,581 $845K 0.47% +297 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: 9,099 shares; 2024Q4: 8,709 shares; 2025Q1: 8,389 shares; 2025Q2: 8,375 shares; 2025Q3: 8,544 shares; 2025Q4: 7,845 shares; 2026Q1: 7,569 shares; 2026Q2: 7,284 shares 7,284 $825K 0.46% -285 Timeline VGSH 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: 11,958 shares; 2024Q4: 12,047 shares; 2025Q1: 11,938 shares; 2025Q2: 12,380 shares; 2025Q3: 12,909 shares; 2025Q4: 13,072 shares; 2026Q1: 13,139 shares; 2026Q2: 13,293 shares 13,293 $774K 0.43% +154 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: 993 shares; 2024Q4: 854 shares; 2025Q1: 864 shares; 2025Q2: 785 shares; 2025Q3: 833 shares; 2025Q4: 1,273 shares; 2026Q1: 1,283 shares; 2026Q2: 1,299 shares 1,299 $732K 0.41% +16 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: 1,612 shares; 2024Q4: 1,561 shares; 2025Q1: 1,556 shares; 2025Q2: 1,453 shares; 2025Q3: 1,316 shares; 2025Q4: 1,366 shares; 2026Q1: 1,456 shares; 2026Q2: 1,461 shares 1,461 $731K 0.41% +5 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,275 shares; 2024Q4: not reported; 2025Q1: 13,648 shares; 2025Q2: 12,571 shares; 2025Q3: 11,956 shares; 2025Q4: 9,860 shares; 2026Q1: 9,167 shares; 2026Q2: 8,992 shares 8,992 $655K 0.37% -175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,605 shares 26,605 $606K 0.34% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,492 shares; 2024Q4: 5,331 shares; 2025Q1: 5,689 shares; 2025Q2: 5,913 shares; 2025Q3: 5,461 shares; 2025Q4: 5,350 shares; 2026Q1: 5,189 shares; 2026Q2: 4,779 shares 4,779 $580K 0.32% -410 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,696 shares; 2024Q4: 1,637 shares; 2025Q1: 1,617 shares; 2025Q2: 1,610 shares; 2025Q3: 1,639 shares; 2025Q4: 1,573 shares; 2026Q1: 1,692 shares; 2026Q2: 1,587 shares 1,587 $560K 0.31% -105 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: not reported; 2024Q4: not reported; 2025Q1: 2,197 shares; 2025Q2: 3,729 shares; 2025Q3: 4,809 shares; 2025Q4: 4,798 shares; 2026Q1: 4,822 shares; 2026Q2: 4,768 shares 4,768 $513K 0.29% -54 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: 995 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 1,045 shares; 2026Q1: 969 shares; 2026Q2: 5,814 shares 5,814 $501K 0.28% +4,845 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: 548 shares; 2024Q4: 508 shares; 2025Q1: 514 shares; 2025Q2: 527 shares; 2025Q3: 503 shares; 2025Q4: 519 shares; 2026Q1: 477 shares; 2026Q2: 411 shares 411 $493K 0.28% -66 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: 22,434 shares; 2024Q4: 22,954 shares; 2025Q1: 13,273 shares; 2025Q2: 8,670 shares; 2025Q3: 8,155 shares; 2025Q4: 10,609 shares; 2026Q1: 6,875 shares; 2026Q2: 6,875 shares 6,875 $490K 0.27% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,909 shares; 2024Q4: 9,728 shares; 2025Q1: 9,364 shares; 2025Q2: 13,601 shares; 2025Q3: 1,505 shares; 2025Q4: 2,600 shares; 2026Q1: 2,588 shares; 2026Q2: 2,570 shares 2,570 $490K 0.27% -18 Timeline VMBS 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: 9,372 shares; 2024Q4: 14,277 shares; 2025Q1: 12,106 shares; 2025Q2: 11,804 shares; 2025Q3: 11,980 shares; 2025Q4: 13,003 shares; 2026Q1: 10,156 shares; 2026Q2: 10,111 shares 10,111 $473K 0.26% -45 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,692 shares; 2024Q4: 32,743 shares; 2025Q1: 23,548 shares; 2025Q2: 16,198 shares; 2025Q3: 6,222 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,242 shares 10,242 $473K 0.26% 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: 431 shares; 2024Q4: 409 shares; 2025Q1: 416 shares; 2025Q2: 429 shares; 2025Q3: 422 shares; 2025Q4: 399 shares; 2026Q1: 468 shares; 2026Q2: 492 shares 492 $460K 0.26% +24 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,198 shares; 2024Q4: 8,336 shares; 2025Q1: 10,729 shares; 2025Q2: 6,295 shares; 2025Q3: 6,032 shares; 2025Q4: 5,983 shares; 2026Q1: 5,736 shares; 2026Q2: 5,590 shares 5,590 $460K 0.26% -146 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: 3,277 shares; 2024Q4: 3,379 shares; 2025Q1: 3,414 shares; 2025Q2: 3,580 shares; 2025Q3: 3,572 shares; 2025Q4: 3,288 shares; 2026Q1: 3,388 shares; 2026Q2: 3,136 shares 3,136 $460K 0.26% -252 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: 1,093 shares; 2024Q4: 875 shares; 2025Q1: 904 shares; 2025Q2: 905 shares; 2025Q3: 797 shares; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 614 shares 614 $452K 0.25% -6 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,007 shares; 2024Q4: 8,922 shares; 2025Q1: 8,929 shares; 2025Q2: 8,869 shares; 2025Q3: 9,256 shares; 2025Q4: 9,244 shares; 2026Q1: 9,208 shares; 2026Q2: 9,220 shares 9,220 $423K 0.24% +12 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,464 shares; 2024Q4: 2,392 shares; 2025Q1: 2,465 shares; 2025Q2: 2,682 shares; 2025Q3: 2,670 shares; 2025Q4: 2,678 shares; 2026Q1: 2,716 shares; 2026Q2: 2,736 shares 2,736 $415K 0.23% +20 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,525 shares; 2024Q4: 6,319 shares; 2025Q1: 6,077 shares; 2025Q2: 6,087 shares; 2025Q3: 5,899 shares; 2025Q4: 5,791 shares; 2026Q1: 5,430 shares; 2026Q2: 5,127 shares 5,127 $411K 0.23% -303 Timeline SYSB 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: 3,735 shares; 2026Q1: 3,877 shares; 2026Q2: 4,628 shares 4,628 $411K 0.23% +751 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 871 shares; 2025Q1: 905 shares; 2025Q2: 833 shares; 2025Q3: 769 shares; 2025Q4: 734 shares; 2026Q1: 784 shares; 2026Q2: 761 shares 761 $391K 0.22% -23 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,464 shares; 2024Q4: 6,044 shares; 2025Q1: 7,132 shares; 2025Q2: 6,914 shares; 2025Q3: 7,082 shares; 2025Q4: 7,590 shares; 2026Q1: 8,179 shares; 2026Q2: 8,180 shares 8,180 $388K 0.22% +1 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: 6,325 shares; 2024Q4: 5,610 shares; 2025Q1: 5,618 shares; 2025Q2: 5,264 shares; 2025Q3: 5,331 shares; 2025Q4: 4,936 shares; 2026Q1: 4,303 shares; 2026Q2: 3,259 shares 3,259 $383K 0.21% -1,044 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: 3,056 shares; 2024Q4: 2,880 shares; 2025Q1: 2,886 shares; 2025Q2: 2,891 shares; 2025Q3: 3,095 shares; 2025Q4: 3,407 shares; 2026Q1: 3,254 shares; 2026Q2: 2,891 shares 2,891 $371K 0.21% -363 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397 shares; 2024Q4: 382 shares; 2025Q1: 381 shares; 2025Q2: 383 shares; 2025Q3: 381 shares; 2025Q4: 384 shares; 2026Q1: 384 shares; 2026Q2: 379 shares 379 $371K 0.21% -5 Timeline OEF 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: 3,155 shares; 2025Q2: 6,435 shares; 2025Q3: 13,893 shares; 2025Q4: 14,367 shares; 2026Q1: 1,090 shares; 2026Q2: 1,004 shares 1,004 $367K 0.21% -86 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,189 shares; 2025Q2: 7,237 shares; 2025Q3: 6,345 shares; 2025Q4: 5,556 shares; 2026Q1: 5,300 shares; 2026Q2: 5,277 shares 5,277 $361K 0.2% -23 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,952 shares; 2025Q3: 3,089 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,480 shares 3,480 $356K 0.2% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,671 shares; 2024Q4: 1,496 shares; 2025Q1: 1,443 shares; 2025Q2: 1,442 shares; 2025Q3: 1,369 shares; 2025Q4: 1,376 shares; 2026Q1: 1,376 shares; 2026Q2: 1,405 shares 1,405 $354K 0.2% +29 Timeline HYLB DBX ETF TR More: the full row for DBX 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: 9,005 shares; 2025Q3: 9,143 shares; 2025Q4: 9,270 shares; 2026Q1: 8,749 shares; 2026Q2: 9,505 shares 9,505 $347K 0.19% +756 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: 15,532 shares; 2024Q4: 15,296 shares; 2025Q1: 14,214 shares; 2025Q2: 15,165 shares; 2025Q3: 16,931 shares; 2025Q4: 17,743 shares; 2026Q1: 17,047 shares; 2026Q2: 14,890 shares 14,890 $345K 0.19% -2,157 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 3,158 shares; 2026Q1: 3,047 shares; 2026Q2: 2,791 shares 2,791 $339K 0.19% -256 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,039 shares; 2024Q4: 4,149 shares; 2025Q1: 4,308 shares; 2025Q2: 4,356 shares; 2025Q3: 4,592 shares; 2025Q4: 4,519 shares; 2026Q1: 4,381 shares; 2026Q2: 4,132 shares 4,132 $336K 0.19% -249 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,354 shares; 2024Q4: 2,221 shares; 2025Q1: 2,280 shares; 2025Q2: 2,284 shares; 2025Q3: 2,127 shares; 2025Q4: 2,233 shares; 2026Q1: 2,196 shares; 2026Q2: 2,130 shares 2,130 $334K 0.19% -66 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,778 shares; 2024Q4: 2,606 shares; 2025Q1: 2,633 shares; 2025Q2: 2,811 shares; 2025Q3: 3,081 shares; 2025Q4: 2,450 shares; 2026Q1: 2,390 shares; 2026Q2: 2,449 shares 2,449 $332K 0.19% +59 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168 shares; 2026Q2: 165 shares 165 $328K 0.18% -3 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: 1,329 shares; 2024Q4: 1,292 shares; 2025Q1: 1,308 shares; 2025Q2: 1,265 shares; 2025Q3: 1,084 shares; 2025Q4: 1,077 shares; 2026Q1: 988 shares; 2026Q2: 955 shares 955 $328K 0.18% -33 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: 566 shares; 2025Q4: 567 shares; 2026Q1: 635 shares; 2026Q2: 622 shares 622 $306K 0.17% -13 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,778 shares; 2024Q4: 1,644 shares; 2025Q1: 1,624 shares; 2025Q2: 1,617 shares; 2025Q3: 1,625 shares; 2025Q4: 1,699 shares; 2026Q1: 1,753 shares; 2026Q2: 1,624 shares 1,624 $300K 0.17% -129 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 353 shares; 2025Q1: 351 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 311 shares; 2026Q2: 306 shares 306 $294K 0.16% -5 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,125 shares; 2025Q4: 2,127 shares; 2026Q1: 2,155 shares; 2026Q2: 2,023 shares 2,023 $293K 0.16% -132 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 1,521 shares; 2026Q1: 1,502 shares; 2026Q2: 1,407 shares 1,407 $291K 0.16% -95 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,647 shares; 2024Q4: 2,508 shares; 2025Q1: 2,394 shares; 2025Q2: 2,336 shares; 2025Q3: 2,263 shares; 2025Q4: 2,277 shares; 2026Q1: 2,110 shares; 2026Q2: 2,043 shares 2,043 $291K 0.16% -67 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,833 shares; 2024Q4: 6,278 shares; 2025Q1: not reported; 2025Q2: 6,217 shares; 2025Q3: 6,096 shares; 2025Q4: 6,094 shares; 2026Q1: 6,069 shares; 2026Q2: 6,028 shares 6,028 $287K 0.16% -41 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: 1,718 shares; 2025Q4: 1,769 shares; 2026Q1: 1,776 shares; 2026Q2: 1,733 shares 1,733 $284K 0.16% -43 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: 503 shares; 2024Q4: 514 shares; 2025Q1: 528 shares; 2025Q2: 438 shares; 2025Q3: 418 shares; 2025Q4: 4,000 shares; 2026Q1: 3,915 shares; 2026Q2: 3,919 shares 3,919 $280K 0.16% +4 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: 2,424 shares; 2024Q4: 2,533 shares; 2025Q1: 2,564 shares; 2025Q2: 2,657 shares; 2025Q3: 2,590 shares; 2025Q4: 2,655 shares; 2026Q1: 2,772 shares; 2026Q2: 2,774 shares 2,774 $275K 0.15% +2 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: 3,525 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,525 shares; 2025Q3: 3,525 shares; 2025Q4: 3,866 shares; 2026Q1: 3,525 shares; 2026Q2: 3,525 shares 3,525 $272K 0.15% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,458 shares; 2024Q4: 1,443 shares; 2025Q1: 1,412 shares; 2025Q2: 1,469 shares; 2025Q3: 1,607 shares; 2025Q4: 1,607 shares; 2026Q1: 1,155 shares; 2026Q2: 1,005 shares 1,005 $272K 0.15% -150 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: 903 shares; 2024Q4: 848 shares; 2025Q1: 813 shares; 2025Q2: 714 shares; 2025Q3: 709 shares; 2025Q4: 854 shares; 2026Q1: not reported; 2026Q2: 650 shares 650 $270K 0.15% new 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: 1,102 shares; 2024Q4: 1,049 shares; 2025Q1: 984 shares; 2025Q2: 1,212 shares; 2025Q3: 1,111 shares; 2025Q4: 1,031 shares; 2026Q1: 965 shares; 2026Q2: 957 shares 957 $269K 0.15% -8 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: not reported; 2025Q4: 3,880 shares; 2026Q1: not reported; 2026Q2: 4,704 shares 4,704 $268K 0.15% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,595 shares; 2024Q4: 5,967 shares; 2025Q1: 6,406 shares; 2025Q2: 5,282 shares; 2025Q3: 4,413 shares; 2025Q4: 3,931 shares; 2026Q1: 3,922 shares; 2026Q2: 3,774 shares 3,774 $262K 0.15% -148 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,205 shares; 2024Q4: 3,695 shares; 2025Q1: 3,997 shares; 2025Q2: 3,955 shares; 2025Q3: 3,775 shares; 2025Q4: 3,638 shares; 2026Q1: 3,340 shares; 2026Q2: 3,368 shares 3,368 $261K 0.15% +28 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,067 shares 1,067 $259K 0.14% new Timeline TFI 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: 5,883 shares; 2025Q3: 5,651 shares; 2025Q4: 5,567 shares; 2026Q1: 5,532 shares; 2026Q2: 5,512 shares 5,512 $252K 0.14% -20 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: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 1,817 shares; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares; 2026Q2: 706 shares 706 $249K 0.14% -388 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: 468 shares; 2024Q4: 445 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 378 shares; 2025Q4: 350 shares; 2026Q1: 329 shares; 2026Q2: 329 shares 329 $246K 0.14% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,234 shares; 2024Q4: not reported; 2025Q1: 2,310 shares; 2025Q2: 2,624 shares; 2025Q3: 2,466 shares; 2025Q4: 2,708 shares; 2026Q1: 2,736 shares; 2026Q2: 2,552 shares 2,552 $244K 0.14% -184 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV 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: 3,226 shares; 2026Q1: not reported; 2026Q2: 2,946 shares 2,946 $243K 0.14% new 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: 2,343 shares; 2024Q4: 2,343 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 704 shares; 2026Q2: 704 shares 704 $242K 0.14% 0 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: 1,723 shares 1,723 $241K 0.13% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,129 shares; 2025Q4: 2,749 shares; 2026Q1: 2,565 shares; 2026Q2: 2,528 shares 2,528 $240K 0.13% -37 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: not reported; 2024Q4: 3,498 shares; 2025Q1: 3,439 shares; 2025Q2: 2,986 shares; 2025Q3: 3,073 shares; 2025Q4: 2,687 shares; 2026Q1: 2,983 shares; 2026Q2: 2,888 shares 2,888 $239K 0.13% -95 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 1,661 shares; 2026Q2: 1,721 shares 1,721 $233K 0.13% +60 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 1,308 shares 1,308 $231K 0.13% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,232 shares; 2025Q3: 4,158 shares; 2025Q4: 4,301 shares; 2026Q1: 3,557 shares; 2026Q2: 3,473 shares 3,473 $231K 0.13% -84 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: 2,087 shares; 2024Q4: 2,095 shares; 2025Q1: 2,083 shares; 2025Q2: 2,071 shares; 2025Q3: 1,766 shares; 2025Q4: 1,549 shares; 2026Q1: 1,626 shares; 2026Q2: 1,423 shares 1,423 $230K 0.13% -203 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,846 shares; 2026Q1: 1,821 shares; 2026Q2: 1,814 shares 1,814 $229K 0.13% -7 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,427 shares 7,427 $219K 0.12% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 1,865 shares 1,865 $214K 0.12% 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: 3,468 shares; 2025Q3: 3,563 shares; 2025Q4: not reported; 2026Q1: 3,391 shares; 2026Q2: 2,969 shares 2,969 $214K 0.12% -422 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 9,615 shares; 2026Q2: 8,865 shares 8,865 $213K 0.12% -750 Timeline SPIB 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: 6,182 shares; 2025Q3: 6,518 shares; 2025Q4: 6,122 shares; 2026Q1: 6,415 shares; 2026Q2: 6,359 shares 6,359 $213K 0.12% -56 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C 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: 2,426 shares 2,426 $211K 0.12% new 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: 2,434 shares; 2024Q4: 2,420 shares; 2025Q1: 2,517 shares; 2025Q2: 2,574 shares; 2025Q3: 2,562 shares; 2025Q4: 2,605 shares; 2026Q1: 2,626 shares; 2026Q2: 2,574 shares 2,574 $209K 0.12% -52 Timeline SPSB 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: 6,702 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,693 shares; 2026Q2: 6,914 shares 6,914 $207K 0.12% +221 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: 13,966 shares; 2024Q4: 13,857 shares; 2025Q1: 10,586 shares; 2025Q2: 4,487 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,383 shares; 2026Q2: 4,069 shares 4,069 $206K 0.11% -2,314 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,385 shares 1,385 $205K 0.11% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 437 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 392 shares 392 $203K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 865 shares; 2025Q4: 971 shares; 2026Q1: 962 shares; 2026Q2: 908 shares 908 $200K 0.11% -54 Timeline