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: 170,191 shares; 2024Q4: 168,767 shares; 2025Q1: 170,999 shares; 2025Q2: 164,485 shares; 2025Q3: 162,523 shares; 2025Q4: 162,695 shares; 2026Q1: 157,657 shares; 2026Q2: 156,230 shares 156,230 $107M 28.17% -1,427 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: 113,441 shares; 2024Q4: 112,916 shares; 2025Q1: 103,327 shares; 2025Q2: 92,608 shares; 2025Q3: 88,434 shares; 2025Q4: 87,109 shares; 2026Q1: 88,301 shares; 2026Q2: 89,921 shares 89,921 $66.2M 17.38% +1,620 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557,109 shares; 2024Q4: 559,481 shares; 2025Q1: 566,801 shares; 2025Q2: 554,578 shares; 2025Q3: 553,671 shares; 2025Q4: 555,652 shares; 2026Q1: 541,370 shares; 2026Q2: 532,055 shares 532,055 $41M 10.77% -9,315 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: 199,098 shares; 2024Q4: 203,364 shares; 2025Q1: 204,741 shares; 2025Q2: 205,381 shares; 2025Q3: 179,697 shares; 2025Q4: 178,360 shares; 2026Q1: 174,853 shares; 2026Q2: 170,022 shares 170,022 $25.2M 6.62% -4,831 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: 7,037 shares; 2024Q4: 13,987 shares; 2025Q1: 39,488 shares; 2025Q2: 86,994 shares; 2025Q3: 217,532 shares; 2025Q4: 331,859 shares; 2026Q1: 436,751 shares; 2026Q2: 498,563 shares 498,563 $24.6M 6.45% +61,812 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: 90,209 shares; 2024Q4: 90,903 shares; 2025Q1: 91,143 shares; 2025Q2: 92,308 shares; 2025Q3: 82,283 shares; 2025Q4: 71,425 shares; 2026Q1: 67,767 shares; 2026Q2: 63,607 shares 63,607 $13.9M 3.64% -4,160 Timeline VBK 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: 16,394 shares; 2024Q4: 16,440 shares; 2025Q1: 18,093 shares; 2025Q2: 17,856 shares; 2025Q3: 30,791 shares; 2025Q4: 30,984 shares; 2026Q1: 30,810 shares; 2026Q2: 29,920 shares 29,920 $10.9M 2.87% -890 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: 15,317 shares; 2024Q4: 15,367 shares; 2025Q1: 15,368 shares; 2025Q2: 15,097 shares; 2025Q3: 16,021 shares; 2025Q4: 15,590 shares; 2026Q1: 15,640 shares; 2026Q2: 15,298 shares 15,298 $7.66M 2.01% -342 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: 17,431 shares; 2024Q4: 17,618 shares; 2025Q1: 17,698 shares; 2025Q2: 17,060 shares; 2025Q3: 16,420 shares; 2025Q4: 15,825 shares; 2026Q1: 15,447 shares; 2026Q2: 55,869 shares 55,869 $6.94M 1.82% +40,422 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: 48,239 shares; 2024Q4: 46,337 shares; 2025Q1: 46,306 shares; 2025Q2: 46,339 shares; 2025Q3: 48,218 shares; 2025Q4: 47,528 shares; 2026Q1: 46,936 shares; 2026Q2: 46,486 shares 46,486 $6.36M 1.67% -450 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: 20,515 shares; 2024Q4: 23,741 shares; 2025Q1: 22,034 shares; 2025Q2: 21,723 shares; 2025Q3: 20,459 shares; 2025Q4: 19,831 shares; 2026Q1: 19,958 shares; 2026Q2: 19,923 shares 19,923 $5.77M 1.51% -35 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: 56,538 shares; 2024Q4: 56,557 shares; 2025Q1: 56,751 shares; 2025Q2: 58,302 shares; 2025Q3: 63,049 shares; 2025Q4: 63,653 shares; 2026Q1: 63,217 shares; 2026Q2: 64,153 shares 64,153 $4.57M 1.2% +936 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: 4,423 shares; 2024Q4: 4,428 shares; 2025Q1: 11,441 shares; 2025Q2: 11,490 shares; 2025Q3: 11,541 shares; 2025Q4: 11,592 shares; 2026Q1: 11,635 shares; 2026Q2: 11,683 shares 11,683 $3.29M 0.86% +48 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,909 shares; 2024Q4: 10,597 shares; 2025Q1: 10,597 shares; 2025Q2: 10,597 shares; 2025Q3: 10,597 shares; 2025Q4: 10,548 shares; 2026Q1: 10,548 shares; 2026Q2: 10,962 shares 10,962 $2.66M 0.7% +414 Timeline VOT 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: 8,980 shares; 2024Q4: 9,036 shares; 2025Q1: 9,828 shares; 2025Q2: 9,614 shares; 2025Q3: 9,615 shares; 2025Q4: 9,617 shares; 2026Q1: 9,307 shares; 2026Q2: 8,559 shares 8,559 $2.62M 0.69% -748 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: 8,045 shares; 2024Q4: 8,045 shares; 2025Q1: 8,045 shares; 2025Q2: 8,045 shares; 2025Q3: 8,036 shares; 2025Q4: 8,037 shares; 2026Q1: 8,430 shares; 2026Q2: 8,202 shares 8,202 $2.46M 0.65% -228 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: 10,222 shares; 2024Q4: 10,222 shares; 2025Q1: 10,222 shares; 2025Q2: 10,222 shares; 2025Q3: 10,222 shares; 2025Q4: 10,326 shares; 2026Q1: 10,313 shares; 2026Q2: 10,313 shares 10,313 $2.44M 0.64% 0 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: 6,550 shares; 2024Q4: 6,248 shares; 2025Q1: 6,248 shares; 2025Q2: 6,057 shares; 2025Q3: 6,057 shares; 2025Q4: 5,767 shares; 2026Q1: 6,939 shares; 2026Q2: 6,733 shares 6,733 $2.38M 0.62% -206 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,733 shares; 2024Q4: 12,998 shares; 2025Q1: 11,668 shares; 2025Q2: 11,238 shares; 2025Q3: 10,467 shares; 2025Q4: 10,402 shares; 2026Q1: 10,203 shares; 2026Q2: 9,161 shares 9,161 $2.23M 0.58% -1,042 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: 6,978 shares; 2024Q4: 6,929 shares; 2025Q1: 6,840 shares; 2025Q2: 6,480 shares; 2025Q3: 6,522 shares; 2025Q4: 6,480 shares; 2026Q1: 8,673 shares; 2026Q2: 8,298 shares 8,298 $1.98M 0.52% -375 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: 5,939 shares; 2024Q4: 4,110 shares; 2025Q1: 4,537 shares; 2025Q2: 4,882 shares; 2025Q3: 3,628 shares; 2025Q4: 3,296 shares; 2026Q1: 9,866 shares; 2026Q2: 9,725 shares 9,725 $1.95M 0.51% -141 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: 5,198 shares; 2024Q4: 5,196 shares; 2025Q1: 4,919 shares; 2025Q2: 4,987 shares; 2025Q3: 5,002 shares; 2025Q4: 4,883 shares; 2026Q1: 5,134 shares; 2026Q2: 5,205 shares 5,205 $1.94M 0.51% +71 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,032 shares; 2025Q2: 10,089 shares; 2025Q3: 10,141 shares; 2025Q4: 10,192 shares; 2026Q1: 10,262 shares; 2026Q2: 10,308 shares 10,308 $1.9M 0.5% +46 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 605 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 6,000 shares 6,000 $1.81M 0.48% +5,400 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,558 shares; 2024Q4: 41,147 shares; 2025Q1: 47,390 shares; 2025Q2: 46,515 shares; 2025Q3: 46,515 shares; 2025Q4: 46,524 shares; 2026Q1: 44,313 shares; 2026Q2: 43,569 shares 43,569 $1.79M 0.47% -744 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: 4,114 shares; 2024Q4: 3,957 shares; 2025Q1: 3,887 shares; 2025Q2: 3,889 shares; 2025Q3: 5,020 shares; 2025Q4: 4,861 shares; 2026Q1: 5,036 shares; 2026Q2: 4,928 shares 4,928 $1.61M 0.42% -108 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,123 shares; 2025Q4: 9,911 shares; 2026Q1: 12,814 shares; 2026Q2: 19,447 shares 19,447 $1.47M 0.39% +6,633 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: 4,634 shares; 2024Q4: 4,774 shares; 2025Q1: 4,434 shares; 2025Q2: 4,434 shares; 2025Q3: 4,060 shares; 2025Q4: 3,856 shares; 2026Q1: 4,006 shares; 2026Q2: 4,006 shares 4,006 $1.43M 0.38% 0 Timeline VOE 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: 8,083 shares; 2024Q4: 8,088 shares; 2025Q1: 7,750 shares; 2025Q2: 7,750 shares; 2025Q3: 7,756 shares; 2025Q4: 7,628 shares; 2026Q1: 7,195 shares; 2026Q2: 7,110 shares 7,110 $1.4M 0.37% -85 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: 10,591 shares; 2024Q4: 9,999 shares; 2025Q1: 9,900 shares; 2025Q2: 9,915 shares; 2025Q3: 9,617 shares; 2025Q4: 9,371 shares; 2026Q1: 9,436 shares; 2026Q2: 9,548 shares 9,548 $1.4M 0.37% +112 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: 4,130 shares; 2024Q4: 4,130 shares; 2025Q1: 4,139 shares; 2025Q2: 4,130 shares; 2025Q3: 4,130 shares; 2025Q4: 4,130 shares; 2026Q1: 4,145 shares; 2026Q2: 15,880 shares 15,880 $1.28M 0.34% +11,735 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: 4,461 shares; 2024Q4: 4,308 shares; 2025Q1: 13,577 shares; 2025Q2: 13,648 shares; 2025Q3: 13,723 shares; 2025Q4: 13,822 shares; 2026Q1: 13,930 shares; 2026Q2: 14,085 shares 14,085 $1.24M 0.32% +155 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: 3,851 shares; 2024Q4: 3,914 shares; 2025Q1: 3,727 shares; 2025Q2: 3,732 shares; 2025Q3: 3,715 shares; 2025Q4: 3,464 shares; 2026Q1: 3,531 shares; 2026Q2: 3,537 shares 3,537 $1.21M 0.32% +6 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,157 shares; 2024Q4: 3,157 shares; 2025Q1: 3,157 shares; 2025Q2: 3,157 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares; 2026Q1: 2,926 shares; 2026Q2: 2,926 shares 2,926 $1.2M 0.31% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 1,202 shares; 2025Q3: 1,203 shares; 2025Q4: 1,207 shares; 2026Q1: 1,075 shares; 2026Q2: 1,071 shares 1,071 $1.14M 0.3% -4 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,008 shares; 2024Q4: 8,008 shares; 2025Q1: 8,680 shares; 2025Q2: 8,680 shares; 2025Q3: 8,195 shares; 2025Q4: 7,863 shares; 2026Q1: 7,863 shares; 2026Q2: 7,846 shares 7,846 $1.04M 0.27% -17 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: 3,176 shares; 2024Q4: 3,176 shares; 2025Q1: 3,081 shares; 2025Q2: 3,082 shares; 2025Q3: 4,583 shares; 2025Q4: 3,869 shares; 2026Q1: 3,881 shares; 2026Q2: 3,922 shares 3,922 $996K 0.26% +41 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: 732 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 712 shares; 2025Q4: 707 shares; 2026Q1: 721 shares; 2026Q2: 730 shares 730 $876K 0.23% +9 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,754 shares; 2025Q1: 1,754 shares; 2025Q2: 1,754 shares; 2025Q3: 2,129 shares; 2025Q4: 2,130 shares; 2026Q1: 2,143 shares; 2026Q2: 2,154 shares 2,154 $805K 0.21% +11 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 528 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 523 shares 523 $615K 0.16% 0 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: 852 shares; 2024Q4: 853 shares; 2025Q1: 836 shares; 2025Q2: 837 shares; 2025Q3: 837 shares; 2025Q4: 711 shares; 2026Q1: 880 shares; 2026Q2: 813 shares 813 $607K 0.16% -67 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,566 shares; 2024Q4: 2,571 shares; 2025Q1: 2,566 shares; 2025Q2: 2,566 shares; 2025Q3: 2,566 shares; 2025Q4: 2,566 shares; 2026Q1: 2,566 shares; 2026Q2: 2,566 shares 2,566 $575K 0.15% 0 Timeline AFL AFLAC INC More: the full row for AFLAC 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: 4,735 shares; 2026Q1: 4,735 shares; 2026Q2: 4,735 shares 4,735 $555K 0.15% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,531 shares; 2024Q4: 1,605 shares; 2025Q1: 1,531 shares; 2025Q2: 1,531 shares; 2025Q3: 1,512 shares; 2025Q4: 1,495 shares; 2026Q1: 1,524 shares; 2026Q2: 1,542 shares 1,542 $544K 0.14% +18 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,555 shares; 2024Q4: 4,555 shares; 2025Q1: 3,956 shares; 2025Q2: 6,305 shares; 2025Q3: 7,231 shares; 2025Q4: 7,231 shares; 2026Q1: 6,598 shares; 2026Q2: 6,598 shares 6,598 $543K 0.14% 0 Timeline VNQ 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: 5,803 shares; 2024Q4: 6,351 shares; 2025Q1: 6,463 shares; 2025Q2: 6,239 shares; 2025Q3: 4,177 shares; 2025Q4: 3,663 shares; 2026Q1: 4,606 shares; 2026Q2: 5,619 shares 5,619 $542K 0.14% +1,013 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,761 shares; 2024Q4: 2,901 shares; 2025Q1: 2,862 shares; 2025Q2: 2,863 shares; 2025Q3: 2,875 shares; 2025Q4: 2,890 shares; 2026Q1: 3,127 shares; 2026Q2: 3,133 shares 3,133 $519K 0.14% +6 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: 2,270 shares; 2024Q4: 2,272 shares; 2025Q1: 2,273 shares; 2025Q2: 2,274 shares; 2025Q3: 2,275 shares; 2025Q4: 2,292 shares; 2026Q1: 2,277 shares; 2026Q2: 2,278 shares 2,278 $504K 0.13% +1 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: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 2,433 shares; 2026Q1: 2,494 shares; 2026Q2: 2,495 shares 2,495 $473K 0.12% +1 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: 409 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 403 shares; 2025Q3: 443 shares; 2025Q4: 446 shares; 2026Q1: 469 shares; 2026Q2: 622 shares 622 $465K 0.12% +153 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: 16,977 shares; 2024Q4: 14,106 shares; 2025Q1: 11,439 shares; 2025Q2: 11,453 shares; 2025Q3: 11,680 shares; 2025Q4: 8,551 shares; 2026Q1: 9,574 shares; 2026Q2: 7,901 shares 7,901 $460K 0.12% -1,673 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: 3,351 shares; 2024Q4: 3,351 shares; 2025Q1: 3,351 shares; 2025Q2: 3,351 shares; 2025Q3: 3,373 shares; 2025Q4: 3,404 shares; 2026Q1: 3,470 shares; 2026Q2: 3,721 shares 3,721 $421K 0.11% +251 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,082 shares; 2024Q4: 1,083 shares; 2025Q1: 1,000 shares; 2025Q2: 900 shares; 2025Q3: 851 shares; 2025Q4: 807 shares; 2026Q1: 807 shares; 2026Q2: 787 shares 787 $401K 0.11% -20 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,974 shares; 2024Q4: 2,974 shares; 2025Q1: 2,974 shares; 2025Q2: 2,969 shares; 2025Q3: 7,616 shares; 2025Q4: 4,103 shares; 2026Q1: 4,315 shares; 2026Q2: 3,996 shares 3,996 $396K 0.1% -319 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,037 shares 14,037 $389K 0.1% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,674 shares; 2024Q4: 3,674 shares; 2025Q1: 3,674 shares; 2025Q2: 3,674 shares; 2025Q3: 3,674 shares; 2025Q4: 3,674 shares; 2026Q1: 3,674 shares; 2026Q2: 3,674 shares 3,674 $378K 0.1% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 571 shares; 2026Q2: 625 shares 625 $352K 0.09% +54 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: 2,306 shares; 2024Q4: 2,306 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,320 shares; 2025Q4: 2,306 shares; 2026Q1: 2,556 shares; 2026Q2: 2,306 shares 2,306 $338K 0.09% -250 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,049 shares; 2025Q4: 8,861 shares; 2026Q1: 8,861 shares; 2026Q2: 9,875 shares 9,875 $329K 0.09% +1,014 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,199 shares; 2024Q4: 1,206 shares; 2025Q1: 1,201 shares; 2025Q2: 1,202 shares; 2025Q3: 1,203 shares; 2025Q4: 1,214 shares; 2026Q1: 1,206 shares; 2026Q2: 1,207 shares 1,207 $326K 0.09% +1 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: not reported; 2024Q4: not reported; 2025Q1: 6,645 shares; 2025Q2: 6,712 shares; 2025Q3: 6,783 shares; 2025Q4: 6,968 shares; 2026Q1: 6,930 shares; 2026Q2: 7,474 shares 7,474 $316K 0.08% +544 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,049 shares; 2024Q4: 1,049 shares; 2025Q1: 953 shares; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 963 shares; 2026Q1: 957 shares; 2026Q2: 919 shares 919 $311K 0.08% -38 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: 10,321 shares; 2024Q4: 10,272 shares; 2025Q1: 19,055 shares; 2025Q2: 24,506 shares; 2025Q3: 13,364 shares; 2025Q4: 13,465 shares; 2026Q1: 13,723 shares; 2026Q2: 14,653 shares 14,653 $303K 0.08% +930 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546 shares; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 552 shares; 2025Q4: 549 shares; 2026Q1: 562 shares; 2026Q2: 575 shares 575 $298K 0.08% +13 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: 4,704 shares; 2024Q4: 4,294 shares; 2025Q1: 4,317 shares; 2025Q2: 4,344 shares; 2025Q3: 4,365 shares; 2025Q4: 4,292 shares; 2026Q1: 4,513 shares; 2026Q2: 4,332 shares 4,332 $296K 0.08% -181 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,087 shares; 2024Q4: 835 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 599 shares; 2026Q2: 628 shares 628 $264K 0.07% +29 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: not reported; 2025Q3: 609 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 635 shares 635 $264K 0.07% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 873 shares; 2026Q2: 825 shares 825 $260K 0.07% -48 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: 546 shares; 2024Q4: 596 shares; 2025Q1: 546 shares; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 474 shares; 2026Q2: 2,931 shares 2,931 $252K 0.07% +2,457 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; 2024Q3: not reported; 2024Q4: 7,441 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,618 shares; 2026Q2: 6,618 shares 6,618 $244K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 943 shares; 2026Q1: not reported; 2026Q2: 930 shares 930 $234K 0.06% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 908 shares 908 $216K 0.06% new 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: 833 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: not reported; 2025Q3: 859 shares; 2025Q4: 1,604 shares; 2026Q1: not reported; 2026Q2: 582 shares 582 $215K 0.06% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 761 shares; 2026Q1: 761 shares; 2026Q2: 761 shares 761 $210K 0.06% 0 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: 2,244 shares; 2024Q4: 2,325 shares; 2025Q1: not reported; 2025Q2: 1,977 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares; 2026Q1: not reported; 2026Q2: 2,116 shares 2,116 $204K 0.05% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON 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: 10,385 shares 10,385 $184K 0.05% new Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,922 shares; 2025Q2: 15,081 shares; 2025Q3: 15,206 shares; 2025Q4: 15,443 shares; 2026Q1: 15,635 shares; 2026Q2: 15,847 shares 15,847 $97.5K 0.03% +212 Timeline MRT MARTI TECHNOLOGIES INC More: the full row for MARTI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares; 2026Q2: 35,000 shares 35,000 $45.9K 0.01% 0 Timeline