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; 2023Q1: 4,535,018 shares; 2023Q2: 4,651,918 shares; 2023Q3: 4,509,439 shares; 2023Q4: 4,584,708 shares; 2024Q1: 4,874,761 shares; 2024Q2: not reported; 2024Q3: 5,109,323 shares; 2024Q4: 15,779,897 shares 15,779,897 $366M 32.92% +10,670,574 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 615,314 shares; 2023Q2: 677,433 shares; 2023Q3: 678,150 shares; 2023Q4: 692,620 shares; 2024Q1: 1,221,368 shares; 2024Q2: not reported; 2024Q3: 1,301,614 shares; 2024Q4: 1,371,949 shares 1,371,949 $133M 11.96% +70,335 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 297,579 shares; 2023Q2: 310,271 shares; 2023Q3: 305,855 shares; 2023Q4: 310,858 shares; 2024Q1: 2,083,651 shares; 2024Q2: not reported; 2024Q3: 2,213,579 shares; 2024Q4: 5,681,777 shares 5,681,777 $125M 11.29% +3,468,198 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; 2023Q1: 211,687 shares; 2023Q2: 216,419 shares; 2023Q3: 208,711 shares; 2023Q4: 208,009 shares; 2024Q1: 183,577 shares; 2024Q2: not reported; 2024Q3: 190,110 shares; 2024Q4: 193,020 shares 193,020 $79.2M 7.13% +2,910 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; 2023Q1: 80,687 shares; 2023Q2: 82,777 shares; 2023Q3: 81,066 shares; 2023Q4: 82,676 shares; 2024Q1: 150,360 shares; 2024Q2: 158,620 shares; 2024Q3: 163,002 shares; 2024Q4: 168,821 shares 168,821 $71.8M 6.46% +5,819 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 34,802 shares; 2023Q2: 10,709 shares; 2023Q3: 8,802 shares; 2023Q4: 11,940 shares; 2024Q1: 453,309 shares; 2024Q2: not reported; 2024Q3: 488,970 shares; 2024Q4: 863,284 shares 863,284 $66.7M 6% +374,314 Timeline XLI 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; 2023Q1: 340,051 shares; 2023Q2: 348,902 shares; 2023Q3: 339,529 shares; 2023Q4: 347,045 shares; 2024Q1: 296,539 shares; 2024Q2: 305,468 shares; 2024Q3: 309,908 shares; 2024Q4: 315,965 shares 315,965 $41.6M 3.75% +6,057 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 656,218 shares; 2023Q2: 685,250 shares; 2023Q3: 672,458 shares; 2023Q4: 680,974 shares; 2024Q1: 714,574 shares; 2024Q2: 738,023 shares; 2024Q3: 748,015 shares; 2024Q4: 756,328 shares 756,328 $36.6M 3.29% +8,313 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 55,417 shares; 2023Q2: 51,338 shares; 2023Q3: 51,424 shares; 2023Q4: 49,952 shares; 2024Q1: 50,847 shares; 2024Q2: not reported; 2024Q3: 51,310 shares; 2024Q4: 51,463 shares 51,463 $30.3M 2.73% +153 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 252,079 shares; 2023Q2: 261,955 shares; 2023Q3: 256,092 shares; 2023Q4: 260,978 shares; 2024Q1: 271,648 shares; 2024Q2: not reported; 2024Q3: 294,975 shares; 2024Q4: 922,911 shares 922,911 $25.6M 2.3% +627,936 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 952,011 shares; 2023Q2: 995,770 shares; 2023Q3: 982,236 shares; 2023Q4: 981,959 shares; 2024Q1: 1,112,021 shares; 2024Q2: 1,152,078 shares; 2024Q3: 1,179,213 shares; 2024Q4: 1,226,816 shares 1,226,816 $25.3M 2.28% +47,603 IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 77,645 shares; 2023Q2: 79,775 shares; 2023Q3: 77,598 shares; 2023Q4: 78,712 shares; 2024Q1: 58,286 shares; 2024Q2: not reported; 2024Q3: 61,039 shares; 2024Q4: 62,225 shares 62,225 $20.8M 1.87% +1,186 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 38,718 shares; 2023Q2: 37,376 shares; 2023Q3: 36,892 shares; 2023Q4: 39,593 shares; 2024Q1: 39,862 shares; 2024Q2: not reported; 2024Q3: 48,120 shares; 2024Q4: 51,848 shares 51,848 $16.7M 1.5% +3,728 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,317 shares; 2024Q2: 60,857 shares; 2024Q3: 53,949 shares; 2024Q4: 84,902 shares 84,902 $8.52M 0.77% +30,953 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,657 shares; 2023Q2: 22,380 shares; 2023Q3: 19,514 shares; 2023Q4: 16,185 shares; 2024Q1: 18,262 shares; 2024Q2: 22,551 shares; 2024Q3: 13,805 shares; 2024Q4: 22,810 shares 22,810 $5.71M 0.51% +9,005 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; 2023Q1: 43,051 shares; 2023Q2: 43,051 shares; 2023Q3: 43,195 shares; 2023Q4: 43,795 shares; 2024Q1: 44,738 shares; 2024Q2: 44,429 shares; 2024Q3: 41,441 shares; 2024Q4: 44,587 shares 44,587 $4.8M 0.43% +3,146 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,242 shares; 2023Q2: 7,242 shares; 2023Q3: 8,191 shares; 2023Q4: 6,134 shares; 2024Q1: 8,937 shares; 2024Q2: not reported; 2024Q3: 7,703 shares; 2024Q4: 10,724 shares 10,724 $4.52M 0.41% +3,021 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 29,272 shares; 2023Q2: 29,057 shares; 2023Q3: 29,676 shares; 2023Q4: 33,729 shares; 2024Q1: 53,272 shares; 2024Q2: not reported; 2024Q3: 69,691 shares; 2024Q4: 153,540 shares 153,540 $3.97M 0.36% +83,849 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,172 shares; 2023Q3: 1,364 shares; 2023Q4: not reported; 2024Q1: 15,606 shares; 2024Q2: not reported; 2024Q3: 15,325 shares; 2024Q4: 17,250 shares 17,250 $3.81M 0.34% +1,925 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; 2023Q1: 2,758 shares; 2023Q2: 2,758 shares; 2023Q3: 3,213 shares; 2023Q4: 7,626 shares; 2024Q1: 3,443 shares; 2024Q2: 3,481 shares; 2024Q3: 3,341 shares; 2024Q4: 3,671 shares 3,671 $2.15M 0.19% +330 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,582 shares; 2023Q2: 6,637 shares; 2023Q3: 6,675 shares; 2023Q4: 6,599 shares; 2024Q1: 32,260 shares; 2024Q2: not reported; 2024Q3: 33,328 shares; 2024Q4: 33,297 shares 33,297 $2.08M 0.19% -31 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; 2023Q1: 760 shares; 2023Q2: 760 shares; 2023Q3: 823 shares; 2023Q4: 2,547 shares; 2024Q1: 2,462 shares; 2024Q2: not reported; 2024Q3: 320 shares; 2024Q4: 2,470 shares 2,470 $1.91M 0.17% +2,150 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; 2023Q1: 4,300 shares; 2023Q2: 4,820 shares; 2023Q3: 5,861 shares; 2023Q4: 2,080 shares; 2024Q1: 7,008 shares; 2024Q2: 11,131 shares; 2024Q3: 3,306 shares; 2024Q4: 8,389 shares 8,389 $1.84M 0.17% +5,083 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; 2023Q1: 4,210 shares; 2023Q2: 3,725 shares; 2023Q3: 4,983 shares; 2023Q4: 1,698 shares; 2024Q1: 4,994 shares; 2024Q2: not reported; 2024Q3: 1,698 shares; 2024Q4: 5,537 shares 5,537 $1.22M 0.11% +3,839 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,689 shares; 2023Q2: 3,690 shares; 2023Q3: 3,690 shares; 2023Q4: not reported; 2024Q1: 3,690 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,224 shares 4,224 $1.18M 0.11% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 851 shares; 2023Q2: 860 shares; 2023Q3: 1,408 shares; 2023Q4: 737 shares; 2024Q1: 762 shares; 2024Q2: 7,710 shares; 2024Q3: 3,098 shares; 2024Q4: 8,766 shares 8,766 $1.18M 0.11% +5,668 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,480 shares; 2023Q2: 20,083 shares; 2023Q3: 20,083 shares; 2023Q4: 6,313 shares; 2024Q1: 19,921 shares; 2024Q2: not reported; 2024Q3: 6,313 shares; 2024Q4: 20,066 shares 20,066 $1.14M 0.1% +13,753 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; 2023Q1: 8,839 shares; 2023Q2: 8,839 shares; 2023Q3: 9,134 shares; 2023Q4: 8,338 shares; 2024Q1: 10,714 shares; 2024Q2: 10,714 shares; 2024Q3: 11,289 shares; 2024Q4: 13,775 shares 13,775 $988K 0.09% +2,486 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,361 shares; 2023Q2: 1,167 shares; 2023Q3: 1,167 shares; 2023Q4: 1,384 shares; 2024Q1: 2,347 shares; 2024Q2: not reported; 2024Q3: 1,329 shares; 2024Q4: 2,215 shares 2,215 $889K 0.08% +886 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,838 shares; 2023Q2: 3,207 shares; 2023Q3: 3,059 shares; 2023Q4: 3,051 shares; 2024Q1: 5,027 shares; 2024Q2: not reported; 2024Q3: 2,100 shares; 2024Q4: 5,907 shares 5,907 $856K 0.08% +3,807 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 207 shares; 2024Q3: 3,312 shares; 2024Q4: 3,493 shares 3,493 $810K 0.07% +181 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; 2023Q1: 1,219 shares; 2023Q2: 1,492 shares; 2023Q3: 1,655 shares; 2023Q4: 1,155 shares; 2024Q1: 2,098 shares; 2024Q2: not reported; 2024Q3: 965 shares; 2024Q4: 2,051 shares 2,051 $798K 0.07% +1,086 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,207 shares; 2024Q4: 10,425 shares 10,425 $750K 0.07% +218 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; 2023Q1: 2,031 shares; 2023Q2: 2,091 shares; 2023Q3: 1,992 shares; 2023Q4: 1,103 shares; 2024Q1: 1,666 shares; 2024Q2: 1,546 shares; 2024Q3: 1,050 shares; 2024Q4: 1,609 shares 1,609 $729K 0.07% +559 Timeline XLY 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; 2023Q1: 1,753 shares; 2023Q2: 1,598 shares; 2023Q3: 1,567 shares; 2023Q4: 1,445 shares; 2024Q1: 2,395 shares; 2024Q2: 3,042 shares; 2024Q3: 2,820 shares; 2024Q4: 3,071 shares 3,071 $689K 0.06% +251 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; 2023Q1: 1,782 shares; 2023Q2: 1,661 shares; 2023Q3: 1,636 shares; 2023Q4: 1,711 shares; 2024Q1: 1,927 shares; 2024Q2: not reported; 2024Q3: 1,927 shares; 2024Q4: 1,973 shares 1,973 $677K 0.06% +46 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; 2023Q1: 11,228 shares; 2023Q2: 11,166 shares; 2023Q3: 11,256 shares; 2023Q4: 9,388 shares; 2024Q1: 13,101 shares; 2024Q2: 12,494 shares; 2024Q3: 10,907 shares; 2024Q4: 12,111 shares 12,111 $652K 0.06% +1,204 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,741 shares; 2024Q1: 3,918 shares; 2024Q2: 3,918 shares; 2024Q3: 1,813 shares; 2024Q4: 3,583 shares 3,583 $637K 0.06% +1,770 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,565 shares; 2024Q1: 5,451 shares; 2024Q2: 5,451 shares; 2024Q3: 1,784 shares; 2024Q4: 5,468 shares 5,468 $619K 0.06% +3,684 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 497 shares; 2023Q2: 497 shares; 2023Q3: 497 shares; 2023Q4: not reported; 2024Q1: 497 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 497 shares 497 $608K 0.05% new Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,511 shares; 2023Q2: 2,512 shares; 2023Q3: 2,512 shares; 2023Q4: not reported; 2024Q1: 2,649 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,026 shares 5,026 $562K 0.05% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 961 shares; 2023Q2: 881 shares; 2023Q3: 881 shares; 2023Q4: 881 shares; 2024Q1: 881 shares; 2024Q2: not reported; 2024Q3: 764 shares; 2024Q4: 1,338 shares 1,338 $541K 0.05% +574 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; 2023Q1: 2,125 shares; 2023Q2: 2,225 shares; 2023Q3: 2,386 shares; 2023Q4: 1,930 shares; 2024Q1: 2,070 shares; 2024Q2: 2,070 shares; 2024Q3: 1,889 shares; 2024Q4: 2,201 shares 2,201 $528K 0.05% +312 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 768 shares; 2024Q2: 843 shares; 2024Q3: not reported; 2024Q4: 843 shares 843 $524K 0.05% new Timeline SKYY 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; 2023Q1: not reported; 2023Q2: 2,637 shares; 2023Q3: 3,133 shares; 2023Q4: 2,775 shares; 2024Q1: 4,131 shares; 2024Q2: 4,331 shares; 2024Q3: 4,210 shares; 2024Q4: 4,222 shares 4,222 $503K 0.05% +12 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; 2023Q1: 2,078 shares; 2023Q2: 1,888 shares; 2023Q3: 1,867 shares; 2023Q4: 1,943 shares; 2024Q1: 2,044 shares; 2024Q2: 2,099 shares; 2024Q3: 2,103 shares; 2024Q4: 2,134 shares 2,134 $496K 0.04% +31 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,602 shares; 2023Q2: 2,502 shares; 2023Q3: 2,572 shares; 2023Q4: 2,644 shares; 2024Q1: 2,829 shares; 2024Q2: not reported; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares 2,640 $495K 0.04% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,384 shares; 2023Q2: 6,384 shares; 2023Q3: 6,384 shares; 2023Q4: 6,384 shares; 2024Q1: 6,384 shares; 2024Q2: 6,419 shares; 2024Q3: 6,384 shares; 2024Q4: 6,981 shares 6,981 $481K 0.04% +597 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,349 shares; 2023Q2: 2,987 shares; 2023Q3: 2,956 shares; 2023Q4: not reported; 2024Q1: 2,853 shares; 2024Q2: 2,857 shares; 2024Q3: not reported; 2024Q4: 2,858 shares 2,858 $476K 0.04% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 942 shares; 2023Q2: 862 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 586 shares; 2024Q2: 585 shares; 2024Q3: 589 shares; 2024Q4: 868 shares 868 $457K 0.04% +279 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 414 shares; 2024Q2: 505 shares; 2024Q3: not reported; 2024Q4: 505 shares 505 $450K 0.04% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,407 shares; 2024Q3: 2,207 shares; 2024Q4: 2,655 shares 2,655 $441K 0.04% +448 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; 2023Q1: 1,520 shares; 2023Q2: 1,616 shares; 2023Q3: 1,757 shares; 2023Q4: 1,988 shares; 2024Q1: 3,170 shares; 2024Q2: not reported; 2024Q3: 1,537 shares; 2024Q4: 2,599 shares 2,599 $436K 0.04% +1,062 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,237 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,877 shares 4,877 $431K 0.04% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,856 shares; 2023Q2: 9,433 shares; 2023Q3: 7,856 shares; 2023Q4: 6,073 shares; 2024Q1: 7,856 shares; 2024Q2: 7,856 shares; 2024Q3: 6,073 shares; 2024Q4: 7,856 shares 7,856 $428K 0.04% +1,783 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 746 shares; 2023Q3: 801 shares; 2023Q4: 1,004 shares; 2024Q1: 1,670 shares; 2024Q2: not reported; 2024Q3: 962 shares; 2024Q4: 1,461 shares 1,461 $424K 0.04% +499 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 921 shares 921 $372K 0.03% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,710 shares; 2024Q2: 1,710 shares; 2024Q3: not reported; 2024Q4: 1,929 shares 1,929 $367K 0.03% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,166 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,977 shares 3,977 $359K 0.03% new 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,400 shares; 2024Q4: 1,830 shares 1,830 $358K 0.03% +430 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,599 shares; 2023Q2: 1,936 shares; 2023Q3: 1,936 shares; 2023Q4: 1,895 shares; 2024Q1: 2,237 shares; 2024Q2: not reported; 2024Q3: 1,895 shares; 2024Q4: 2,274 shares 2,274 $346K 0.03% +379 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,317 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,561 shares; 2024Q2: 2,496 shares; 2024Q3: 2,432 shares; 2024Q4: 2,808 shares 2,808 $325K 0.03% +376 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 937 shares; 2024Q2: 937 shares; 2024Q3: not reported; 2024Q4: 973 shares 973 $323K 0.03% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,366 shares; 2023Q2: 1,366 shares; 2023Q3: 1,426 shares; 2023Q4: not reported; 2024Q1: 1,366 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,402 shares 1,402 $320K 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,270 shares; 2023Q2: 2,300 shares; 2023Q3: 2,330 shares; 2023Q4: not reported; 2024Q1: 2,394 shares; 2024Q2: 2,409 shares; 2024Q3: not reported; 2024Q4: 2,438 shares 2,438 $315K 0.03% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,608 shares; 2023Q2: 2,608 shares; 2023Q3: 2,653 shares; 2023Q4: 2,598 shares; 2024Q1: 2,608 shares; 2024Q2: not reported; 2024Q3: 2,598 shares; 2024Q4: 2,608 shares 2,608 $314K 0.03% +10 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 640 shares; 2024Q2: 640 shares; 2024Q3: not reported; 2024Q4: 630 shares 630 $314K 0.03% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,459 shares; 2023Q2: 3,459 shares; 2023Q3: 3,462 shares; 2023Q4: not reported; 2024Q1: 3,469 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,479 shares 3,479 $310K 0.03% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 726 shares; 2023Q2: 726 shares; 2023Q3: 901 shares; 2023Q4: not reported; 2024Q1: 661 shares; 2024Q2: 661 shares; 2024Q3: 862 shares; 2024Q4: 855 shares 855 $301K 0.03% -7 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,710 shares; 2024Q2: 14,681 shares; 2024Q3: not reported; 2024Q4: 12,723 shares 12,723 $290K 0.03% new 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; 2023Q1: 2,866 shares; 2023Q2: 2,966 shares; 2023Q3: 3,050 shares; 2023Q4: 1,893 shares; 2024Q1: 2,890 shares; 2024Q2: 2,891 shares; 2024Q3: 1,824 shares; 2024Q4: 2,879 shares 2,879 $286K 0.03% +1,055 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,212 shares; 2023Q4: 1,127 shares; 2024Q1: 1,213 shares; 2024Q2: not reported; 2024Q3: 1,103 shares; 2024Q4: 1,168 shares 1,168 $281K 0.03% +65 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,577 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,518 shares 1,518 $281K 0.03% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 507 shares; 2023Q3: 507 shares; 2023Q4: 589 shares; 2024Q1: 576 shares; 2024Q2: not reported; 2024Q3: 567 shares; 2024Q4: 570 shares 570 $277K 0.02% +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; 2023Q1: 952 shares; 2023Q2: 952 shares; 2023Q3: 1,122 shares; 2023Q4: not reported; 2024Q1: 905 shares; 2024Q2: 905 shares; 2024Q3: not reported; 2024Q4: 861 shares 861 $272K 0.02% new Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,996 shares; 2024Q2: 1,996 shares; 2024Q3: not reported; 2024Q4: 1,996 shares 1,996 $269K 0.02% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,145 shares; 2024Q4: 1,155 shares 1,155 $265K 0.02% +10 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,626 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,567 shares 1,567 $261K 0.02% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 671 shares; 2024Q2: 871 shares; 2024Q3: not reported; 2024Q4: 771 shares 771 $258K 0.02% 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; 2023Q1: not reported; 2023Q2: 435 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 279 shares; 2024Q3: 269 shares; 2024Q4: 278 shares 278 $255K 0.02% +9 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 393 shares; 2024Q4: 502 shares 502 $254K 0.02% +109 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,195 shares; 2023Q2: 1,195 shares; 2023Q3: 1,285 shares; 2023Q4: 990 shares; 2024Q1: 1,195 shares; 2024Q2: not reported; 2024Q3: 990 shares; 2024Q4: 1,204 shares 1,204 $253K 0.02% +214 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 937 shares 937 $231K 0.02% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,832 shares; 2024Q3: 5,467 shares; 2024Q4: 5,732 shares 5,732 $229K 0.02% +265 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,242 shares; 2023Q2: 3,251 shares; 2023Q3: 3,260 shares; 2023Q4: not reported; 2024Q1: 3,278 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,688 shares 2,688 $221K 0.02% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,188 shares 1,188 $220K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 815 shares; 2023Q4: not reported; 2024Q1: 818 shares; 2024Q2: 822 shares; 2024Q3: not reported; 2024Q4: 839 shares 839 $219K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,300 shares; 2024Q1: 2,544 shares; 2024Q2: not reported; 2024Q3: 2,399 shares; 2024Q4: 2,399 shares 2,399 $219K 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 206 shares 206 $218K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 337 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 339 shares 339 $213K 0.02% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,158 shares 1,158 $211K 0.02% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 788 shares; 2024Q4: 788 shares 788 $208K 0.02% 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; 2023Q1: 1,996 shares; 2023Q2: 2,491 shares; 2023Q3: 2,492 shares; 2023Q4: 1,997 shares; 2024Q1: 1,997 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 714 shares 714 $207K 0.02% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,760 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,129 shares; 2024Q3: not reported; 2024Q4: 1,089 shares 1,089 $206K 0.02% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 347 shares 347 $203K 0.02% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 766 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 711 shares 711 $203K 0.02% new Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 45,704 shares; 2023Q2: 45,704 shares; 2023Q3: 45,704 shares; 2023Q4: 45,704 shares; 2024Q1: 45,704 shares; 2024Q2: 45,704 shares; 2024Q3: 45,704 shares; 2024Q4: 45,704 shares 45,704 $156K 0.01% 0 Timeline