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: 122,672 shares; 2024Q4: 123,295 shares; 2025Q1: 124,032 shares; 2025Q2: 125,056 shares; 2025Q3: 127,161 shares; 2025Q4: 126,960 shares; 2026Q1: 120,873 shares; 2026Q2: 120,123 shares 120,123 $25.6M 8.24% -750 Timeline SCHB 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: 868,604 shares; 2024Q4: 866,529 shares; 2025Q1: 861,580 shares; 2025Q2: 853,493 shares; 2025Q3: 852,608 shares; 2025Q4: 856,512 shares; 2026Q1: 847,358 shares; 2026Q2: 837,415 shares 837,415 $24.2M 7.8% -9,943 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: 27,250 shares; 2024Q4: 27,310 shares; 2025Q1: 27,658 shares; 2025Q2: 28,588 shares; 2025Q3: 29,002 shares; 2025Q4: 29,045 shares; 2026Q1: 28,405 shares; 2026Q2: 27,960 shares 27,960 $20.9M 6.74% -445 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: 36,945 shares; 2024Q4: 38,094 shares; 2025Q1: 38,401 shares; 2025Q2: 38,509 shares; 2025Q3: 38,630 shares; 2025Q4: 38,580 shares; 2026Q1: 38,634 shares; 2026Q2: 38,504 shares 38,504 $14.2M 4.58% -130 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: 42,312 shares; 2024Q4: 41,543 shares; 2025Q1: 41,395 shares; 2025Q2: 40,597 shares; 2025Q3: 40,547 shares; 2025Q4: 40,051 shares; 2026Q1: 34,373 shares; 2026Q2: 33,828 shares 33,828 $11M 3.55% -545 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: 28,783 shares; 2024Q4: 28,959 shares; 2025Q1: 29,117 shares; 2025Q2: 29,308 shares; 2025Q3: 30,353 shares; 2025Q4: 31,243 shares; 2026Q1: 31,463 shares; 2026Q2: 31,752 shares 31,752 $10.9M 3.52% +289 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: 8,770 shares; 2024Q4: 11,149 shares; 2025Q1: 12,623 shares; 2025Q2: 14,670 shares; 2025Q3: 16,838 shares; 2025Q4: 17,554 shares; 2026Q1: 111,283 shares; 2026Q2: 117,999 shares 117,999 $10.1M 3.26% +6,716 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,375 shares; 2024Q4: 7,960 shares; 2025Q1: 9,334 shares; 2025Q2: 9,985 shares; 2025Q3: 11,165 shares; 2025Q4: 12,145 shares; 2026Q1: 13,008 shares; 2026Q2: 13,629 shares 13,629 $9.36M 3.02% +621 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: 103,365 shares; 2024Q4: 102,977 shares; 2025Q1: 102,691 shares; 2025Q2: 102,410 shares; 2025Q3: 103,580 shares; 2025Q4: 102,230 shares; 2026Q1: 58,047 shares; 2026Q2: 57,129 shares 57,129 $8.82M 2.84% -918 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: 24,645 shares; 2024Q4: 24,557 shares; 2025Q1: 24,350 shares; 2025Q2: 23,943 shares; 2025Q3: 23,060 shares; 2025Q4: 22,532 shares; 2026Q1: 20,255 shares; 2026Q2: 19,936 shares 19,936 $6.82M 2.2% -319 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: 8,513 shares; 2024Q4: 8,567 shares; 2025Q1: 9,172 shares; 2025Q2: 9,382 shares; 2025Q3: 9,616 shares; 2025Q4: 9,729 shares; 2026Q1: 9,655 shares; 2026Q2: 9,664 shares 9,664 $6.82M 2.2% +9 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: 7,353 shares; 2024Q4: 7,185 shares; 2025Q1: 7,156 shares; 2025Q2: 7,055 shares; 2025Q3: 7,020 shares; 2025Q4: 7,027 shares; 2026Q1: 6,318 shares; 2026Q2: 6,219 shares 6,219 $5.77M 1.86% -99 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,538 shares; 2024Q4: 7,617 shares; 2025Q1: 7,652 shares; 2025Q2: 7,958 shares; 2025Q3: 8,046 shares; 2025Q4: 8,104 shares; 2026Q1: 8,200 shares; 2026Q2: 8,189 shares 8,189 $5.65M 1.82% -11 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,015 shares; 2024Q4: 48,416 shares; 2025Q1: 51,078 shares; 2025Q2: 54,540 shares; 2025Q3: 55,490 shares; 2025Q4: 57,063 shares; 2026Q1: 62,736 shares; 2026Q2: 65,358 shares 65,358 $5.52M 1.78% +2,622 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: 31,560 shares; 2024Q4: 31,727 shares; 2025Q1: 31,553 shares; 2025Q2: 32,779 shares; 2025Q3: 32,859 shares; 2025Q4: 32,983 shares; 2026Q1: 32,645 shares; 2026Q2: 32,020 shares 32,020 $4.67M 1.5% -625 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: 18,319 shares; 2024Q4: 18,150 shares; 2025Q1: 19,044 shares; 2025Q2: 19,199 shares; 2025Q3: 19,242 shares; 2025Q4: 19,048 shares; 2026Q1: 19,216 shares; 2026Q2: 18,804 shares 18,804 $4.6M 1.48% -412 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: 36,273 shares; 2024Q4: 35,636 shares; 2025Q1: 35,575 shares; 2025Q2: 34,873 shares; 2025Q3: 33,832 shares; 2025Q4: 33,433 shares; 2026Q1: 30,250 shares; 2026Q2: 29,488 shares 29,488 $4.58M 1.48% -762 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; 2024Q3: 25,660 shares; 2024Q4: 25,294 shares; 2025Q1: 25,294 shares; 2025Q2: 25,459 shares; 2025Q3: 24,440 shares; 2025Q4: 24,440 shares; 2026Q1: 24,265 shares; 2026Q2: 23,700 shares 23,700 $4.24M 1.37% -565 Timeline SCHO 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: 222,384 shares; 2024Q4: 222,080 shares; 2025Q1: 198,714 shares; 2025Q2: 182,246 shares; 2025Q3: 182,875 shares; 2025Q4: 183,117 shares; 2026Q1: 174,069 shares; 2026Q2: 173,576 shares 173,576 $4.17M 1.35% -493 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: 5,286 shares; 2024Q4: 6,555 shares; 2025Q1: 8,409 shares; 2025Q2: 11,404 shares; 2025Q3: 13,815 shares; 2025Q4: 15,719 shares; 2026Q1: 17,295 shares; 2026Q2: 18,333 shares 18,333 $4.02M 1.3% +1,038 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: 12,932 shares; 2024Q4: 12,903 shares; 2025Q1: 12,883 shares; 2025Q2: 12,706 shares; 2025Q3: 12,677 shares; 2025Q4: 12,517 shares; 2026Q1: 11,189 shares; 2026Q2: 10,913 shares 10,913 $3.8M 1.22% -276 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: 49,977 shares; 2024Q4: 49,833 shares; 2025Q1: 49,135 shares; 2025Q2: 47,917 shares; 2025Q3: 47,639 shares; 2025Q4: 47,590 shares; 2026Q1: 46,663 shares; 2026Q2: 46,064 shares 46,064 $3.79M 1.22% -599 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: 11,932 shares; 2024Q4: 11,682 shares; 2025Q1: 11,683 shares; 2025Q2: 11,444 shares; 2025Q3: 11,408 shares; 2025Q4: 11,338 shares; 2026Q1: 10,958 shares; 2026Q2: 10,881 shares 10,881 $3.72M 1.2% -77 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,989 shares; 2024Q4: 58,925 shares; 2025Q1: 56,427 shares; 2025Q2: 52,450 shares; 2025Q3: 52,430 shares; 2025Q4: 51,432 shares; 2026Q1: 46,145 shares; 2026Q2: 41,394 shares 41,394 $3.39M 1.09% -4,751 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,417 shares; 2024Q4: 16,061 shares; 2025Q1: 15,992 shares; 2025Q2: 15,120 shares; 2025Q3: 15,062 shares; 2025Q4: 14,864 shares; 2026Q1: 13,109 shares; 2026Q2: 12,846 shares 12,846 $3.28M 1.06% -263 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: 27,041 shares; 2024Q4: 26,877 shares; 2025Q1: 27,036 shares; 2025Q2: 26,788 shares; 2025Q3: 27,213 shares; 2025Q4: 27,196 shares; 2026Q1: 26,928 shares; 2026Q2: 27,431 shares 27,431 $3M 0.97% +503 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: 11,906 shares; 2024Q4: 12,073 shares; 2025Q1: 12,083 shares; 2025Q2: 12,114 shares; 2025Q3: 12,116 shares; 2025Q4: 11,966 shares; 2026Q1: 11,964 shares; 2026Q2: 12,031 shares 12,031 $2.86M 0.92% +67 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,773 shares; 2024Q4: 41,139 shares; 2025Q1: 36,979 shares; 2025Q2: 32,750 shares; 2025Q3: 32,390 shares; 2025Q4: 31,639 shares; 2026Q1: 24,317 shares; 2026Q2: 22,701 shares 22,701 $2.5M 0.81% -1,616 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: 16,488 shares; 2024Q4: 16,360 shares; 2025Q1: 16,379 shares; 2025Q2: 15,957 shares; 2025Q3: 16,302 shares; 2025Q4: 16,130 shares; 2026Q1: 13,386 shares; 2026Q2: 12,919 shares 12,919 $2.49M 0.8% -467 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: 10,386 shares; 2024Q4: 10,333 shares; 2025Q1: 10,217 shares; 2025Q2: 10,011 shares; 2025Q3: 9,785 shares; 2025Q4: 9,764 shares; 2026Q1: 8,858 shares; 2026Q2: 8,845 shares 8,845 $2.24M 0.72% -13 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: 40,267 shares; 2024Q4: 39,818 shares; 2025Q1: 39,819 shares; 2025Q2: 39,369 shares; 2025Q3: 38,970 shares; 2025Q4: 37,952 shares; 2026Q1: 36,588 shares; 2026Q2: 35,619 shares 35,619 $2.19M 0.71% -969 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: 4,691 shares; 2024Q4: 4,674 shares; 2025Q1: 5,040 shares; 2025Q2: 4,748 shares; 2025Q3: 5,245 shares; 2025Q4: 5,173 shares; 2026Q1: 5,449 shares; 2026Q2: 5,374 shares 5,374 $2.1M 0.68% -75 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: 6,424 shares; 2024Q4: 6,352 shares; 2025Q1: 6,353 shares; 2025Q2: 6,255 shares; 2025Q3: 6,301 shares; 2025Q4: 6,168 shares; 2026Q1: 6,115 shares; 2026Q2: 5,969 shares 5,969 $1.98M 0.64% -146 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,815 shares; 2024Q4: 42,815 shares; 2025Q1: 42,815 shares; 2025Q2: 42,815 shares; 2025Q3: 42,815 shares; 2025Q4: 42,815 shares; 2026Q1: 42,815 shares; 2026Q2: 42,815 shares 42,815 $1.9M 0.61% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,780 shares 25,780 $1.88M 0.61% new 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: 2,400 shares; 2024Q4: 2,298 shares; 2025Q1: 2,298 shares; 2025Q2: 2,272 shares; 2025Q3: 2,201 shares; 2025Q4: 2,200 shares; 2026Q1: 2,139 shares; 2026Q2: 2,096 shares 2,096 $1.86M 0.6% -43 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,447 shares; 2024Q4: 8,326 shares; 2025Q1: 10,062 shares; 2025Q2: 11,349 shares; 2025Q3: 11,850 shares; 2025Q4: 12,262 shares; 2026Q1: 12,417 shares; 2026Q2: 13,424 shares 13,424 $1.84M 0.59% +1,007 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: 18,623 shares; 2024Q4: 18,469 shares; 2025Q1: 18,363 shares; 2025Q2: 17,592 shares; 2025Q3: 17,520 shares; 2025Q4: 17,385 shares; 2026Q1: 17,209 shares; 2026Q2: 15,307 shares 15,307 $1.72M 0.55% -1,902 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,202 shares; 2024Q4: 17,552 shares; 2025Q1: 16,898 shares; 2025Q2: 16,521 shares; 2025Q3: 16,560 shares; 2025Q4: 16,232 shares; 2026Q1: 15,610 shares; 2026Q2: 15,307 shares 15,307 $1.71M 0.55% -303 Timeline BIL 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: 52,602 shares; 2024Q4: 44,927 shares; 2025Q1: 38,917 shares; 2025Q2: 33,998 shares; 2025Q3: 32,497 shares; 2025Q4: 31,563 shares; 2026Q1: 19,299 shares; 2026Q2: 18,547 shares 18,547 $1.7M 0.55% -752 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; 2024Q3: 40,137 shares; 2024Q4: 38,937 shares; 2025Q1: 38,591 shares; 2025Q2: 37,843 shares; 2025Q3: 38,107 shares; 2025Q4: 38,750 shares; 2026Q1: 37,740 shares; 2026Q2: 38,310 shares 38,310 $1.7M 0.55% +570 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,789 shares; 2024Q4: 4,721 shares; 2025Q1: 4,721 shares; 2025Q2: 4,681 shares; 2025Q3: 4,460 shares; 2025Q4: 4,410 shares; 2026Q1: 4,410 shares; 2026Q2: 4,387 shares 4,387 $1.61M 0.52% -23 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,434 shares; 2024Q4: 3,384 shares; 2025Q1: 3,370 shares; 2025Q2: 3,351 shares; 2025Q3: 3,340 shares; 2025Q4: 3,176 shares; 2026Q1: 3,165 shares; 2026Q2: 3,112 shares 3,112 $1.6M 0.52% -53 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: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,600 shares; 2025Q4: 8,950 shares; 2026Q1: 8,700 shares; 2026Q2: 8,700 shares 8,700 $1.57M 0.51% 0 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,934 shares; 2024Q4: 56,934 shares; 2025Q1: 52,645 shares; 2025Q2: 52,645 shares; 2025Q3: 52,645 shares; 2025Q4: 52,645 shares; 2026Q1: 52,645 shares; 2026Q2: 52,645 shares 52,645 $1.55M 0.5% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,267 shares; 2024Q4: 60,273 shares; 2025Q1: 58,370 shares; 2025Q2: 55,676 shares; 2025Q3: 58,510 shares; 2025Q4: 58,358 shares; 2026Q1: 58,796 shares; 2026Q2: 56,314 shares 56,314 $1.54M 0.5% -2,482 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,738 shares; 2024Q4: 5,668 shares; 2025Q1: 5,624 shares; 2025Q2: 5,482 shares; 2025Q3: 5,355 shares; 2025Q4: 5,248 shares; 2026Q1: 5,158 shares; 2026Q2: 4,999 shares 4,999 $1.46M 0.47% -159 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,590 shares; 2024Q4: 8,626 shares; 2025Q1: 8,681 shares; 2025Q2: 8,584 shares; 2025Q3: 8,592 shares; 2025Q4: 8,605 shares; 2026Q1: 7,914 shares; 2026Q2: 7,809 shares 7,809 $1.45M 0.47% -105 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: 4,928 shares; 2024Q4: 5,453 shares; 2025Q1: 5,172 shares; 2025Q2: 4,941 shares; 2025Q3: 6,743 shares; 2025Q4: 6,743 shares; 2026Q1: 6,739 shares; 2026Q2: 6,816 shares 6,816 $1.45M 0.47% +77 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: 13,192 shares; 2024Q4: 13,135 shares; 2025Q1: 12,350 shares; 2025Q2: 11,958 shares; 2025Q3: 11,620 shares; 2025Q4: 11,590 shares; 2026Q1: 11,574 shares; 2026Q2: 11,335 shares 11,335 $1.44M 0.47% -239 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,497 shares; 2024Q4: 5,723 shares; 2025Q1: 6,373 shares; 2025Q2: 7,260 shares; 2025Q3: 7,647 shares; 2025Q4: 7,878 shares; 2026Q1: 8,123 shares; 2026Q2: 8,563 shares 8,563 $1.42M 0.46% +440 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,981 shares; 2024Q4: 6,195 shares; 2025Q1: 8,698 shares; 2025Q2: 11,533 shares; 2025Q3: 12,291 shares; 2025Q4: 12,917 shares; 2026Q1: 13,095 shares; 2026Q2: 14,843 shares 14,843 $1.4M 0.45% +1,748 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,114 shares; 2024Q4: 28,815 shares; 2025Q1: 28,815 shares; 2025Q2: 28,816 shares; 2025Q3: 26,816 shares; 2025Q4: 26,566 shares; 2026Q1: 26,317 shares; 2026Q2: 24,987 shares 24,987 $1.4M 0.45% -1,330 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,956 shares; 2024Q4: 35,893 shares; 2025Q1: 34,845 shares; 2025Q2: 36,686 shares; 2025Q3: 37,114 shares; 2025Q4: 39,242 shares; 2026Q1: 39,227 shares; 2026Q2: 40,254 shares 40,254 $1.32M 0.43% +1,027 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,399 shares; 2024Q4: 4,488 shares; 2025Q1: 4,457 shares; 2025Q2: 4,372 shares; 2025Q3: 4,330 shares; 2025Q4: 4,234 shares; 2026Q1: 4,166 shares; 2026Q2: 4,038 shares 4,038 $1.3M 0.42% -128 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,917 shares; 2024Q4: 4,683 shares; 2025Q1: 4,688 shares; 2025Q2: 4,634 shares; 2025Q3: 4,638 shares; 2025Q4: 4,710 shares; 2026Q1: 4,390 shares; 2026Q2: 4,379 shares 4,379 $1.29M 0.41% -11 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: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,625 shares; 2026Q1: 2,625 shares; 2026Q2: 2,625 shares 2,625 $1.28M 0.41% 0 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: 11,480 shares; 2024Q4: 11,098 shares; 2025Q1: 11,023 shares; 2025Q2: 10,507 shares; 2025Q3: 10,342 shares; 2025Q4: 10,306 shares; 2026Q1: 9,279 shares; 2026Q2: 9,142 shares 9,142 $1.24M 0.4% -137 Timeline XLE 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: 10,370 shares; 2024Q4: 10,330 shares; 2025Q1: 10,332 shares; 2025Q2: 11,468 shares; 2025Q3: 11,469 shares; 2025Q4: 25,041 shares; 2026Q1: 20,573 shares; 2026Q2: 20,575 shares 20,575 $1.22M 0.39% +2 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,852 shares; 2024Q4: 11,852 shares; 2025Q1: 11,852 shares; 2025Q2: 11,686 shares; 2025Q3: 11,336 shares; 2025Q4: 11,336 shares; 2026Q1: 11,286 shares; 2026Q2: 10,986 shares 10,986 $1.22M 0.39% -300 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: 3,452 shares; 2024Q4: 3,452 shares; 2025Q1: 3,455 shares; 2025Q2: 3,393 shares; 2025Q3: 3,393 shares; 2025Q4: 3,358 shares; 2026Q1: 3,333 shares; 2026Q2: 3,321 shares 3,321 $1.17M 0.38% -12 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: 15,097 shares; 2024Q4: 14,875 shares; 2025Q1: 14,894 shares; 2025Q2: 14,860 shares; 2025Q3: 14,880 shares; 2025Q4: 14,682 shares; 2026Q1: 16,675 shares; 2026Q2: 15,700 shares 15,700 $1.11M 0.36% -975 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: 6,781 shares; 2024Q4: 7,053 shares; 2025Q1: 7,012 shares; 2025Q2: 6,871 shares; 2025Q3: 6,875 shares; 2025Q4: 6,706 shares; 2026Q1: 6,697 shares; 2026Q2: 6,770 shares 6,770 $1.09M 0.35% +73 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,562 shares; 2024Q4: 10,864 shares; 2025Q1: 10,377 shares; 2025Q2: 10,063 shares; 2025Q3: 9,840 shares; 2025Q4: 10,463 shares; 2026Q1: 9,282 shares; 2026Q2: 8,994 shares 8,994 $1.04M 0.34% -288 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,221 shares; 2024Q4: 36,236 shares; 2025Q1: 35,007 shares; 2025Q2: 34,143 shares; 2025Q3: 34,071 shares; 2025Q4: 33,590 shares; 2026Q1: 31,632 shares; 2026Q2: 30,789 shares 30,789 $1M 0.32% -843 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,400 shares; 2024Q4: 9,334 shares; 2025Q1: 9,123 shares; 2025Q2: 8,934 shares; 2025Q3: 8,853 shares; 2025Q4: 8,691 shares; 2026Q1: 8,357 shares; 2026Q2: 8,290 shares 8,290 $985K 0.32% -67 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; 2024Q3: 29,000 shares; 2024Q4: 28,777 shares; 2025Q1: 28,788 shares; 2025Q2: 27,604 shares; 2025Q3: 27,481 shares; 2025Q4: 27,413 shares; 2026Q1: 27,370 shares; 2026Q2: 27,423 shares 27,423 $944K 0.3% +53 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: 4,683 shares; 2024Q4: 4,683 shares; 2025Q1: 4,683 shares; 2025Q2: 4,542 shares; 2025Q3: 4,392 shares; 2025Q4: 4,372 shares; 2026Q1: 4,300 shares; 2026Q2: 4,302 shares 4,302 $885K 0.29% +2 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,480 shares; 2024Q4: 9,256 shares; 2025Q1: 8,973 shares; 2025Q2: 8,808 shares; 2025Q3: 8,846 shares; 2025Q4: 9,246 shares; 2026Q1: 8,994 shares; 2026Q2: 8,595 shares 8,595 $824K 0.27% -399 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: 5,027 shares; 2024Q4: 5,018 shares; 2025Q1: 5,018 shares; 2025Q2: 4,834 shares; 2025Q3: 4,844 shares; 2025Q4: 5,510 shares; 2026Q1: 5,440 shares; 2026Q2: 5,446 shares 5,446 $812K 0.26% +6 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; 2024Q3: 33,336 shares; 2024Q4: 32,814 shares; 2025Q1: 32,689 shares; 2025Q2: 32,342 shares; 2025Q3: 32,145 shares; 2025Q4: 35,565 shares; 2026Q1: 35,152 shares; 2026Q2: 34,896 shares 34,896 $804K 0.26% -256 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,040 shares; 2026Q2: 1,030 shares 1,030 $774K 0.25% -10 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,287 shares; 2024Q4: 12,287 shares; 2025Q1: 12,287 shares; 2025Q2: 12,287 shares; 2025Q3: 16,300 shares; 2025Q4: 18,882 shares; 2026Q1: 20,881 shares; 2026Q2: 21,095 shares 21,095 $771K 0.25% +214 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,831 shares; 2024Q4: 21,220 shares; 2025Q1: 21,220 shares; 2025Q2: 19,465 shares; 2025Q3: 19,416 shares; 2025Q4: 19,189 shares; 2026Q1: 19,367 shares; 2026Q2: 19,173 shares 19,173 $744K 0.24% -194 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,637 shares; 2026Q1: 10,750 shares; 2026Q2: 12,657 shares 12,657 $738K 0.24% +1,907 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,076 shares; 2024Q4: 13,076 shares; 2025Q1: 13,076 shares; 2025Q2: 13,076 shares; 2025Q3: 13,076 shares; 2025Q4: 13,076 shares; 2026Q1: 13,076 shares; 2026Q2: 13,076 shares 13,076 $735K 0.24% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,012 shares; 2024Q4: 14,040 shares; 2025Q1: 14,770 shares; 2025Q2: 14,797 shares; 2025Q3: 14,823 shares; 2025Q4: 14,859 shares; 2026Q1: 14,178 shares; 2026Q2: 14,203 shares 14,203 $697K 0.22% +25 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: 4,237 shares; 2024Q4: 3,884 shares; 2025Q1: 3,774 shares; 2025Q2: 3,718 shares; 2025Q3: 3,761 shares; 2025Q4: 3,650 shares; 2026Q1: 3,566 shares; 2026Q2: 3,337 shares 3,337 $696K 0.22% -229 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,951 shares; 2024Q4: 6,951 shares; 2025Q1: 6,951 shares; 2025Q2: 6,709 shares; 2025Q3: 6,674 shares; 2025Q4: 6,629 shares; 2026Q1: 6,599 shares; 2026Q2: 6,549 shares 6,549 $681K 0.22% -50 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,575 shares; 2024Q4: 12,586 shares; 2025Q1: 14,877 shares; 2025Q2: 14,863 shares; 2025Q3: 14,865 shares; 2025Q4: 14,876 shares; 2026Q1: 14,879 shares; 2026Q2: 14,885 shares 14,885 $679K 0.22% +6 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,314 shares; 2024Q4: 18,998 shares; 2025Q1: 18,749 shares; 2025Q2: 17,670 shares; 2025Q3: 14,398 shares; 2025Q4: 14,402 shares; 2026Q1: 13,916 shares; 2026Q2: 13,145 shares 13,145 $663K 0.21% -771 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,681 shares 2,681 $625K 0.2% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,672 shares; 2024Q4: 10,672 shares; 2025Q1: 10,672 shares; 2025Q2: 10,672 shares; 2025Q3: 10,672 shares; 2025Q4: 10,672 shares; 2026Q1: 10,672 shares; 2026Q2: 10,672 shares 10,672 $590K 0.19% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,006 shares; 2024Q4: 5,006 shares; 2025Q1: 5,006 shares; 2025Q2: 5,006 shares; 2025Q3: 4,456 shares; 2025Q4: 4,436 shares; 2026Q1: 4,311 shares; 2026Q2: 4,311 shares 4,311 $570K 0.18% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,361 shares; 2024Q4: 7,362 shares; 2025Q1: 6,803 shares; 2025Q2: 6,116 shares; 2025Q3: 6,116 shares; 2025Q4: 6,117 shares; 2026Q1: 6,117 shares; 2026Q2: 5,620 shares 5,620 $566K 0.18% -497 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,681 shares 2,681 $557K 0.18% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,227 shares; 2024Q4: 5,909 shares; 2025Q1: 5,894 shares; 2025Q2: 5,706 shares; 2025Q3: 5,627 shares; 2025Q4: 5,217 shares; 2026Q1: 5,378 shares; 2026Q2: 5,053 shares 5,053 $550K 0.18% -325 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: 6,550 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 5,595 shares; 2025Q3: 5,345 shares; 2025Q4: 5,310 shares; 2026Q1: 4,215 shares; 2026Q2: 4,190 shares 4,190 $546K 0.18% -25 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: 4,041 shares; 2024Q4: 3,981 shares; 2025Q1: 3,764 shares; 2025Q2: 3,564 shares; 2025Q3: 3,557 shares; 2025Q4: 3,539 shares; 2026Q1: 3,306 shares; 2026Q2: 3,175 shares 3,175 $542K 0.17% -131 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,302 shares; 2025Q2: 2,237 shares; 2025Q3: 2,252 shares; 2025Q4: 2,202 shares; 2026Q1: 2,147 shares; 2026Q2: 2,029 shares 2,029 $535K 0.17% -118 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,609 shares; 2024Q4: 1,545 shares; 2025Q1: 1,495 shares; 2025Q2: 1,782 shares; 2025Q3: 1,809 shares; 2025Q4: 2,067 shares; 2026Q1: 1,416 shares; 2026Q2: 1,303 shares 1,303 $494K 0.16% -113 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 4,296 shares; 2026Q2: 4,296 shares 4,296 $477K 0.15% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 972 shares; 2026Q2: 1,577 shares 1,577 $458K 0.15% +605 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: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 392 shares; 2026Q2: 392 shares 392 $456K 0.15% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,412 shares; 2024Q4: 3,288 shares; 2025Q1: 3,288 shares; 2025Q2: 3,247 shares; 2025Q3: 3,219 shares; 2025Q4: 3,219 shares; 2026Q1: 3,217 shares; 2026Q2: 3,218 shares 3,218 $449K 0.14% +1 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: 18,076 shares; 2024Q4: 19,716 shares; 2025Q1: 14,622 shares; 2025Q2: 13,166 shares; 2025Q3: 13,705 shares; 2025Q4: 13,539 shares; 2026Q1: 7,413 shares; 2026Q2: 7,408 shares 7,408 $430K 0.14% -5 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,111 shares; 2025Q2: 13,111 shares; 2025Q3: 26,222 shares; 2025Q4: 26,222 shares; 2026Q1: 26,222 shares; 2026Q2: 26,222 shares 26,222 $429K 0.14% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,570 shares; 2024Q4: 24,575 shares; 2025Q1: 24,575 shares; 2025Q2: 23,541 shares; 2025Q3: 22,416 shares; 2025Q4: 19,691 shares; 2026Q1: 16,041 shares; 2026Q2: 16,301 shares 16,301 $423K 0.14% +260 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; 2024Q3: 6,823 shares; 2024Q4: 6,827 shares; 2025Q1: 6,798 shares; 2025Q2: 6,565 shares; 2025Q3: 6,566 shares; 2025Q4: 6,167 shares; 2026Q1: 5,368 shares; 2026Q2: 5,315 shares 5,315 $412K 0.13% -53 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: 8,800 shares; 2024Q4: 9,332 shares; 2025Q1: 9,259 shares; 2025Q2: 8,962 shares; 2025Q3: 8,979 shares; 2025Q4: 8,846 shares; 2026Q1: 7,226 shares; 2026Q2: 7,203 shares 7,203 $408K 0.13% -23 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,300 shares; 2024Q4: 4,972 shares; 2025Q1: 4,802 shares; 2025Q2: 4,519 shares; 2025Q3: 4,286 shares; 2025Q4: 3,961 shares; 2026Q1: 3,709 shares; 2026Q2: 3,684 shares 3,684 $398K 0.13% -25 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,173 shares; 2024Q4: 1,173 shares; 2025Q1: 1,209 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares; 2026Q1: 4,692 shares; 2026Q2: 4,800 shares 4,800 $386K 0.12% +108 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 783 shares; 2026Q2: 3,132 shares 3,132 $379K 0.12% +2,349 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: not reported; 2024Q4: 405 shares; 2025Q1: not reported; 2025Q2: 399 shares; 2025Q3: 536 shares; 2025Q4: 585 shares; 2026Q1: 585 shares; 2026Q2: 600 shares 600 $376K 0.12% +15 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,235 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 1,212 shares; 2026Q2: 1,243 shares 1,243 $368K 0.12% +31 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 841 shares; 2025Q4: 839 shares; 2026Q1: 845 shares; 2026Q2: 919 shares 919 $365K 0.12% +74 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; 2024Q3: 3,570 shares; 2024Q4: 3,850 shares; 2025Q1: 3,800 shares; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares; 2025Q4: 4,570 shares; 2026Q1: 5,239 shares; 2026Q2: 5,020 shares 5,020 $363K 0.12% -219 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,649 shares; 2024Q4: 3,054 shares; 2025Q1: 3,055 shares; 2025Q2: 3,056 shares; 2025Q3: 3,014 shares; 2025Q4: 2,964 shares; 2026Q1: 2,965 shares; 2026Q2: 2,965 shares 2,965 $352K 0.11% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,594 shares; 2024Q4: 33,425 shares; 2025Q1: 32,226 shares; 2025Q2: 23,170 shares; 2025Q3: 19,632 shares; 2025Q4: 15,164 shares; 2026Q1: 14,221 shares; 2026Q2: 13,974 shares 13,974 $347K 0.11% -247 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: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 653 shares; 2026Q2: 653 shares 653 $341K 0.11% 0 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 8,800 shares; 2025Q2: 8,054 shares; 2025Q3: 8,054 shares; 2025Q4: 8,054 shares; 2026Q1: 7,108 shares; 2026Q2: 6,527 shares 6,527 $336K 0.11% -581 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,012 shares; 2024Q4: 11,512 shares; 2025Q1: 8,554 shares; 2025Q2: 8,554 shares; 2025Q3: 8,554 shares; 2025Q4: 8,554 shares; 2026Q1: 8,554 shares; 2026Q2: 8,554 shares 8,554 $333K 0.11% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,618 shares; 2024Q4: 9,293 shares; 2025Q1: 9,192 shares; 2025Q2: 8,722 shares; 2025Q3: 8,355 shares; 2025Q4: 8,190 shares; 2026Q1: 8,136 shares; 2026Q2: 7,839 shares 7,839 $331K 0.11% -297 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,549 shares 4,549 $309K 0.1% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,646 shares; 2025Q1: 1,691 shares; 2025Q2: 1,708 shares; 2025Q3: 1,711 shares; 2025Q4: 1,690 shares; 2026Q1: 1,358 shares; 2026Q2: 1,350 shares 1,350 $300K 0.1% -8 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,004 shares 2,004 $299K 0.1% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,482 shares; 2024Q4: 4,432 shares; 2025Q1: 4,382 shares; 2025Q2: 4,382 shares; 2025Q3: 4,382 shares; 2025Q4: 4,382 shares; 2026Q1: 3,382 shares; 2026Q2: 3,182 shares 3,182 $297K 0.1% -200 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,671 shares; 2026Q1: 6,901 shares; 2026Q2: 7,093 shares 7,093 $296K 0.1% +192 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,023 shares; 2024Q4: 8,548 shares; 2025Q1: 8,418 shares; 2025Q2: 7,802 shares; 2025Q3: 6,252 shares; 2025Q4: 6,352 shares; 2026Q1: 6,352 shares; 2026Q2: 6,152 shares 6,152 $293K 0.09% -200 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,231 shares; 2024Q4: 4,381 shares; 2025Q1: 4,381 shares; 2025Q2: 4,316 shares; 2025Q3: 3,816 shares; 2025Q4: 3,914 shares; 2026Q1: 4,012 shares; 2026Q2: 4,112 shares 4,112 $289K 0.09% +100 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,226 shares; 2024Q4: 2,079 shares; 2025Q1: 2,083 shares; 2025Q2: 2,025 shares; 2025Q3: 2,026 shares; 2025Q4: 2,046 shares; 2026Q1: 2,015 shares; 2026Q2: 2,002 shares 2,002 $278K 0.09% -13 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,784 shares; 2026Q2: 6,784 shares 6,784 $277K 0.09% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,144 shares; 2024Q4: 3,002 shares; 2025Q1: 3,002 shares; 2025Q2: 2,772 shares; 2025Q3: 2,652 shares; 2025Q4: 2,640 shares; 2026Q1: 2,555 shares; 2026Q2: 2,343 shares 2,343 $277K 0.09% -212 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 499 shares 499 $276K 0.09% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 300 shares 300 $272K 0.09% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,831 shares; 2026Q2: 6,831 shares 6,831 $264K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,309 shares; 2025Q3: 3,309 shares; 2025Q4: 3,309 shares; 2026Q1: 3,309 shares; 2026Q2: 3,309 shares 3,309 $263K 0.08% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,963 shares; 2024Q4: 24,937 shares; 2025Q1: 23,702 shares; 2025Q2: 21,995 shares; 2025Q3: 16,990 shares; 2025Q4: 9,427 shares; 2026Q1: 8,539 shares; 2026Q2: 8,399 shares 8,399 $262K 0.08% -140 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,516 shares 3,516 $262K 0.08% +16 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,828 shares; 2024Q4: 2,818 shares; 2025Q1: 2,818 shares; 2025Q2: 2,843 shares; 2025Q3: 2,344 shares; 2025Q4: not reported; 2026Q1: 1,843 shares; 2026Q2: 1,861 shares 1,861 $257K 0.08% +18 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,750 shares; 2024Q4: 5,750 shares; 2025Q1: 5,750 shares; 2025Q2: 5,150 shares; 2025Q3: 4,650 shares; 2025Q4: 4,650 shares; 2026Q1: 4,650 shares; 2026Q2: 4,650 shares 4,650 $255K 0.08% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,091 shares; 2026Q2: 1,091 shares 1,091 $252K 0.08% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 408 shares; 2026Q2: 408 shares 408 $248K 0.08% 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; 2024Q3: 522 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 2,335 shares; 2026Q1: 2,560 shares; 2026Q2: 2,510 shares 2,510 $240K 0.08% -50 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,559 shares; 2026Q2: 3,601 shares 3,601 $234K 0.08% +42 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,136 shares; 2026Q1: 2,136 shares; 2026Q2: 2,136 shares 2,136 $233K 0.08% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 651 shares; 2025Q4: 642 shares; 2026Q1: 617 shares; 2026Q2: 617 shares 617 $232K 0.07% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,175 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares; 2026Q2: 2,025 shares 2,025 $224K 0.07% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,770 shares; 2026Q2: 1,770 shares 1,770 $223K 0.07% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,323 shares; 2025Q3: 1,330 shares; 2025Q4: 1,328 shares; 2026Q1: 1,323 shares; 2026Q2: 1,090 shares 1,090 $212K 0.07% -233 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,005 shares; 2024Q4: 2,805 shares; 2025Q1: 2,805 shares; 2025Q2: 2,565 shares; 2025Q3: 2,415 shares; 2025Q4: 2,390 shares; 2026Q1: 2,290 shares; 2026Q2: 2,190 shares 2,190 $207K 0.07% -100 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $203K 0.07% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $175K 0.06% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $93.2K 0.03% 0 Timeline