SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 164,107 shares; 2025Q1: 175,397 shares; 2025Q2: 185,634 shares; 2025Q3: 187,787 shares; 2025Q4: 193,630 shares; 2026Q1: 193,546 shares; 2026Q2: 197,674 shares 197,674 $24.2M 17.18% +4,128 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: not loaded; 2024Q4: 93,829 shares; 2025Q1: 98,220 shares; 2025Q2: 101,146 shares; 2025Q3: 104,963 shares; 2025Q4: 108,134 shares; 2026Q1: 108,959 shares; 2026Q2: 109,127 shares 109,127 $23.8M 16.9% +168 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 288,687 shares; 2025Q1: 305,328 shares; 2025Q2: 314,733 shares; 2025Q3: 319,410 shares; 2025Q4: 330,360 shares; 2026Q1: 330,828 shares; 2026Q2: 337,359 shares 337,359 $23.1M 16.38% +6,531 Timeline HELO 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: not loaded; 2024Q4: 66,205 shares; 2025Q1: 111,708 shares; 2025Q2: 190,788 shares; 2025Q3: 231,084 shares; 2025Q4: 253,813 shares; 2026Q1: 264,937 shares; 2026Q2: 277,002 shares 277,002 $18.7M 13.3% +12,065 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: not loaded; 2024Q4: 16,385 shares; 2025Q1: 16,048 shares; 2025Q2: 16,905 shares; 2025Q3: 16,902 shares; 2025Q4: 16,534 shares; 2026Q1: 16,279 shares; 2026Q2: 103,680 shares 103,680 $8.93M 6.35% +87,401 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,355 shares; 2026Q1: 150,463 shares; 2026Q2: 178,393 shares 178,393 $8.09M 5.75% +27,930 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,604 shares; 2025Q1: 40,502 shares; 2025Q2: 71,354 shares; 2025Q3: 87,388 shares; 2025Q4: 98,217 shares; 2026Q1: 103,419 shares; 2026Q2: 112,578 shares 112,578 $6.36M 4.52% +9,159 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,315 shares; 2025Q1: 3,399 shares; 2025Q2: 3,408 shares; 2025Q3: 3,416 shares; 2025Q4: 3,406 shares; 2026Q1: 3,270 shares; 2026Q2: 3,262 shares 3,262 $2.44M 1.73% -8 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,163 shares; 2025Q1: 9,328 shares; 2025Q2: 8,981 shares; 2025Q3: 8,920 shares; 2025Q4: 8,630 shares; 2026Q1: 8,517 shares; 2026Q2: 8,110 shares 8,110 $2.35M 1.67% -407 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,748 shares; 2025Q1: 4,418 shares; 2025Q2: 4,297 shares; 2025Q3: 4,309 shares; 2025Q4: 4,305 shares; 2026Q1: 4,356 shares; 2026Q2: 4,681 shares 4,681 $1.75M 1.24% +325 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,688 shares; 2025Q1: 8,342 shares; 2025Q2: 7,427 shares; 2025Q3: 7,428 shares; 2025Q4: 7,579 shares; 2026Q1: 7,833 shares; 2026Q2: 7,951 shares 7,951 $1.59M 1.13% +118 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,430 shares; 2026Q1: 4,907 shares; 2026Q2: 4,558 shares 4,558 $1.57M 1.12% -349 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: not loaded; 2024Q4: 8,138 shares; 2025Q1: 8,046 shares; 2025Q2: 8,050 shares; 2025Q3: 8,223 shares; 2025Q4: 8,256 shares; 2026Q1: 8,279 shares; 2026Q2: 7,563 shares 7,563 $1.37M 0.97% -716 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,831 shares; 2025Q1: 2,935 shares; 2025Q2: 2,931 shares; 2025Q3: 2,828 shares; 2025Q4: 2,990 shares; 2026Q1: 3,018 shares; 2026Q2: 2,976 shares 2,976 $1.06M 0.76% -42 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,818 shares; 2025Q1: 19,818 shares; 2025Q2: 19,818 shares; 2025Q3: 19,248 shares; 2025Q4: 19,248 shares; 2026Q1: 19,248 shares; 2026Q2: 18,182 shares 18,182 $769K 0.55% -1,066 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,653 shares; 2025Q1: 3,370 shares; 2025Q2: 2,937 shares; 2025Q3: 2,942 shares; 2025Q4: 2,990 shares; 2026Q1: 2,996 shares; 2026Q2: 2,986 shares 2,986 $758K 0.54% -10 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,365 shares 18,365 $749K 0.53% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,812 shares; 2025Q1: 5,363 shares; 2025Q2: 5,336 shares; 2025Q3: 5,321 shares; 2025Q4: 5,387 shares; 2026Q1: 5,337 shares; 2026Q2: 5,262 shares 5,262 $719K 0.51% -75 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,360 shares; 2025Q1: 2,385 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,720 shares; 2026Q1: 2,826 shares; 2026Q2: 2,865 shares 2,865 $683K 0.49% +39 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,096 shares; 2025Q1: 7,807 shares; 2025Q2: 7,790 shares; 2025Q3: 7,802 shares; 2025Q4: 7,810 shares; 2026Q1: 7,290 shares; 2026Q2: 7,614 shares 7,614 $668K 0.47% +324 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,343 shares; 2025Q1: 4,354 shares; 2025Q2: 4,366 shares; 2025Q3: 4,378 shares; 2025Q4: 4,382 shares; 2026Q1: 4,385 shares; 2026Q2: 4,389 shares 4,389 $622K 0.44% +4 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,913 shares; 2025Q1: 5,504 shares; 2025Q2: 5,506 shares; 2025Q3: 5,506 shares; 2025Q4: 6,831 shares; 2026Q1: 4,621 shares; 2026Q2: 4,327 shares 4,327 $556K 0.4% -294 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,105 shares; 2025Q1: 1,015 shares; 2025Q2: 1,017 shares; 2025Q3: 1,019 shares; 2025Q4: 1,021 shares; 2026Q1: 1,022 shares; 2026Q2: 1,024 shares 1,024 $535K 0.38% +2 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 loaded; 2024Q4: 6,462 shares; 2025Q1: 6,541 shares; 2025Q2: 6,548 shares; 2025Q3: 6,754 shares; 2025Q4: 6,777 shares; 2026Q1: 6,844 shares; 2026Q2: 6,858 shares 6,858 $493K 0.35% +14 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,464 shares; 2025Q3: 1,469 shares; 2025Q4: 1,143 shares; 2026Q1: 2,298 shares; 2026Q2: 2,302 shares 2,302 $490K 0.35% +4 Timeline 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: not loaded; 2024Q4: 6,424 shares; 2025Q1: 6,429 shares; 2025Q2: 6,542 shares; 2025Q3: 7,039 shares; 2025Q4: 6,978 shares; 2026Q1: 6,926 shares; 2026Q2: 6,943 shares 6,943 $474K 0.34% +17 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $455K 0.32% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 288 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 296 shares; 2026Q1: 371 shares; 2026Q2: 374 shares 374 $449K 0.32% +3 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 879 shares; 2025Q1: 881 shares; 2025Q2: 874 shares; 2025Q3: 879 shares; 2025Q4: 887 shares; 2026Q1: 887 shares; 2026Q2: 882 shares 882 $442K 0.31% -5 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 679 shares 679 $434K 0.31% new 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 loaded; 2024Q4: 9,559 shares; 2025Q1: 12,280 shares; 2025Q2: 7,836 shares; 2025Q3: 7,215 shares; 2025Q4: 7,316 shares; 2026Q1: 7,534 shares; 2026Q2: 7,498 shares 7,498 $427K 0.3% -36 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,012 shares; 2025Q1: 1,958 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 1,506 shares; 2026Q1: 1,612 shares; 2026Q2: 1,189 shares 1,189 $420K 0.3% -423 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,617 shares; 2025Q1: 3,017 shares; 2025Q2: 3,929 shares; 2025Q3: 3,608 shares; 2025Q4: 2,888 shares; 2026Q1: 2,925 shares; 2026Q2: 2,906 shares 2,906 $358K 0.25% -19 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: not loaded; 2024Q4: 3,220 shares; 2025Q1: 2,944 shares; 2025Q2: 2,748 shares; 2025Q3: 2,848 shares; 2025Q4: 2,845 shares; 2026Q1: 2,720 shares; 2026Q2: 2,066 shares 2,066 $342K 0.24% -654 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,208 shares; 2025Q1: 2,209 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares; 2026Q1: 1,903 shares; 2026Q2: 1,903 shares 1,903 $340K 0.24% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,931 shares; 2025Q1: 1,944 shares; 2025Q2: 1,956 shares; 2025Q3: 1,968 shares; 2025Q4: 1,981 shares; 2026Q1: 1,993 shares; 2026Q2: 2,005 shares 2,005 $317K 0.23% +12 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,603 shares; 2026Q2: 2,608 shares 2,608 $306K 0.22% +5 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 892 shares; 2025Q1: 820 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 834 shares; 2026Q1: 869 shares; 2026Q2: 897 shares 897 $294K 0.21% +28 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 loaded; 2024Q4: 1,309 shares; 2025Q1: 1,311 shares; 2025Q2: 1,293 shares; 2025Q3: 1,295 shares; 2025Q4: 1,307 shares; 2026Q1: 1,320 shares; 2026Q2: 1,298 shares 1,298 $286K 0.2% -22 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 760 shares; 2026Q2: 762 shares 762 $282K 0.2% +2 Timeline JVAL 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,638 shares; 2025Q3: 4,660 shares; 2025Q4: 4,688 shares; 2026Q1: 4,704 shares; 2026Q2: 4,721 shares 4,721 $277K 0.2% +17 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 635 shares; 2026Q1: 681 shares; 2026Q2: 719 shares 719 $272K 0.19% +38 Timeline JQUA 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: not loaded; 2024Q4: 3,585 shares; 2025Q1: 3,594 shares; 2025Q2: 3,604 shares; 2025Q3: 3,614 shares; 2025Q4: 3,627 shares; 2026Q1: 3,637 shares; 2026Q2: 3,646 shares 3,646 $264K 0.19% +9 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,139 shares; 2025Q1: not reported; 2025Q2: 1,244 shares; 2025Q3: 1,189 shares; 2025Q4: 1,197 shares; 2026Q1: 1,212 shares; 2026Q2: 1,216 shares 1,216 $263K 0.19% +4 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,113 shares; 2026Q1: 1,117 shares; 2026Q2: 1,052 shares 1,052 $249K 0.18% -65 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 814 shares 814 $229K 0.16% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,397 shares; 2025Q1: not reported; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,435 shares; 2026Q1: 1,463 shares; 2026Q2: 1,487 shares 1,487 $218K 0.15% +24 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,406 shares; 2026Q2: 1,407 shares 1,407 $214K 0.15% +1 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: not loaded; 2024Q4: 2,795 shares; 2025Q1: 2,096 shares; 2025Q2: 2,094 shares; 2025Q3: 2,152 shares; 2025Q4: 2,134 shares; 2026Q1: 1,878 shares; 2026Q2: 1,558 shares 1,558 $211K 0.15% -320 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $209K 0.15% 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: not loaded; 2024Q4: 2,154 shares; 2025Q1: 2,006 shares; 2025Q2: 1,997 shares; 2025Q3: 2,062 shares; 2025Q4: 2,072 shares; 2026Q1: 2,010 shares; 2026Q2: 1,396 shares 1,396 $205K 0.15% -614 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,064 shares 4,064 $201K 0.14% new Timeline