FVD 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 245,128 shares; 2025Q1: 245,128 shares; 2025Q2: 175,653 shares; 2025Q3: 244,382 shares; 2025Q4: 248,815 shares; 2026Q1: 250,591 shares 250,591 $11.8M 6.45% +1,776 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 22,026 shares; 2025Q1: 22,026 shares; 2025Q2: 14,103 shares; 2025Q3: 21,396 shares; 2025Q4: 21,408 shares; 2026Q1: 21,588 shares 21,588 $9.43M 5.16% +180 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 36,208 shares; 2025Q1: 36,208 shares; 2025Q2: 22,990 shares; 2025Q3: 35,114 shares; 2025Q4: 34,578 shares; 2026Q1: 33,714 shares 33,714 $8.56M 4.68% -864 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 38,109 shares; 2025Q1: 38,109 shares; 2025Q2: 29,552 shares; 2025Q3: 36,103 shares; 2025Q4: 35,371 shares; 2026Q1: 35,039 shares 35,039 $8.41M 4.6% -332 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 43,570 shares; 2025Q1: 43,570 shares; 2025Q2: 33,614 shares; 2025Q3: 42,699 shares; 2025Q4: 38,901 shares; 2026Q1: 35,326 shares 35,326 $6.16M 3.37% -3,575 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 25,127 shares; 2025Q1: 25,127 shares; 2025Q2: 18,854 shares; 2025Q3: 25,929 shares; 2025Q4: 29,052 shares; 2026Q1: 28,587 shares 28,587 $5.61M 3.07% -465 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 59,319 shares; 2025Q1: 59,319 shares; 2025Q2: 39,980 shares; 2025Q3: 58,630 shares; 2025Q4: 58,164 shares; 2026Q1: 58,425 shares 58,425 $5.42M 2.97% +261 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 13,636 shares; 2025Q1: 13,636 shares; 2025Q2: 10,129 shares; 2025Q3: 14,121 shares; 2025Q4: 14,079 shares; 2026Q1: 13,104 shares 13,104 $4.85M 2.65% -975 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 41,935 shares; 2025Q1: 41,935 shares; 2025Q2: 40,211 shares; 2025Q3: 53,178 shares; 2025Q4: 58,045 shares; 2026Q1: 60,246 shares 60,246 $4.11M 2.25% +2,201 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 56,573 shares; 2025Q1: 56,573 shares; 2025Q2: 40,681 shares; 2025Q3: 12,636 shares; 2025Q4: 69,419 shares; 2026Q1: 74,544 shares 74,544 $3.71M 2.03% +5,125 Timeline FTSM 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 60,876 shares; 2025Q1: 60,876 shares; 2025Q2: 49,607 shares; 2025Q3: 56,375 shares; 2025Q4: 51,617 shares; 2026Q1: 56,887 shares 56,887 $3.4M 1.86% +5,270 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,006 shares; 2025Q1: 3,006 shares; 2025Q2: 3,671 shares; 2025Q3: 4,172 shares; 2025Q4: 4,162 shares; 2026Q1: 5,151 shares 5,151 $3.35M 1.83% +989 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,157 shares; 2025Q1: 9,157 shares; 2025Q2: 7,269 shares; 2025Q3: 8,971 shares; 2025Q4: 8,991 shares; 2026Q1: 9,121 shares 9,121 $2.68M 1.47% +130 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 11,490 shares; 2025Q1: 11,490 shares; 2025Q2: 8,878 shares; 2025Q3: 10,924 shares; 2025Q4: 11,172 shares; 2026Q1: 11,411 shares 11,411 $2.38M 1.3% +239 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,588 shares; 2025Q1: 2,588 shares; 2025Q2: 2,592 shares; 2025Q3: 2,601 shares; 2025Q4: 3,568 shares; 2026Q1: 3,569 shares 3,569 $2.13M 1.17% +1 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,735 shares; 2025Q1: 10,735 shares; 2025Q2: 7,476 shares; 2025Q3: 10,745 shares; 2025Q4: 11,184 shares; 2026Q1: 11,186 shares 11,186 $1.9M 1.04% +2 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 8,145 shares; 2025Q1: 8,145 shares; 2025Q2: 6,273 shares; 2025Q3: 7,183 shares; 2025Q4: 7,567 shares; 2026Q1: 7,544 shares 7,544 $1.84M 1.01% -23 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,746 shares; 2025Q1: 6,746 shares; 2025Q2: 5,476 shares; 2025Q3: 7,616 shares; 2025Q4: 7,840 shares; 2026Q1: 8,421 shares 8,421 $1.83M 1% +581 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,076 shares; 2025Q1: 10,076 shares; 2025Q2: 10,099 shares; 2025Q3: 10,109 shares; 2025Q4: 10,836 shares; 2026Q1: 11,826 shares 11,826 $1.75M 0.96% +990 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,152 shares; 2025Q4: 33,516 shares; 2026Q1: 33,692 shares 33,692 $1.71M 0.93% +176 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,821 shares; 2025Q1: 6,821 shares; 2025Q2: 6,239 shares; 2025Q3: 6,359 shares; 2025Q4: not reported; 2026Q1: 5,890 shares 5,890 $1.69M 0.93% new 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 28,363 shares; 2025Q1: 28,363 shares; 2025Q2: 28,532 shares; 2025Q3: 28,582 shares; 2025Q4: 26,751 shares; 2026Q1: 26,014 shares 26,014 $1.67M 0.91% -737 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,135 shares; 2025Q1: 7,135 shares; 2025Q2: 7,221 shares; 2025Q3: 7,278 shares; 2025Q4: 6,771 shares; 2026Q1: 6,691 shares 6,691 $1.62M 0.89% -80 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 18,823 shares; 2025Q1: 18,823 shares; 2025Q2: 15,456 shares; 2025Q3: 20,135 shares; 2025Q4: 21,311 shares; 2026Q1: 21,184 shares 21,184 $1.61M 0.88% -127 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,914 shares; 2025Q3: 1,874 shares; 2025Q4: 5,019 shares; 2026Q1: 5,019 shares 5,019 $1.61M 0.88% 0 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,032 shares; 2025Q1: 6,032 shares; 2025Q2: 6,032 shares; 2025Q3: 6,032 shares; 2025Q4: 6,032 shares; 2026Q1: 10,143 shares 10,143 $1.48M 0.81% +4,111 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares; 2025Q2: 1,654 shares; 2025Q3: 1,962 shares; 2025Q4: 2,009 shares; 2026Q1: 2,000 shares 2,000 $1.42M 0.78% -9 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 24,547 shares; 2025Q1: 24,547 shares; 2025Q2: 16,342 shares; 2025Q3: 48,804 shares; 2025Q4: 24,437 shares; 2026Q1: 24,219 shares 24,219 $1.41M 0.77% -218 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 17,578 shares; 2025Q1: 17,578 shares; 2025Q2: not reported; 2025Q3: 16,787 shares; 2025Q4: 16,862 shares; 2026Q1: 16,924 shares 16,924 $1.39M 0.76% +62 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,475 shares; 2025Q1: 4,475 shares; 2025Q2: 3,943 shares; 2025Q3: 4,934 shares; 2025Q4: 4,826 shares; 2026Q1: 5,233 shares 5,233 $1.37M 0.75% +407 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,377 shares; 2025Q1: 3,377 shares; 2025Q2: 3,288 shares; 2025Q3: 3,520 shares; 2025Q4: 3,721 shares; 2026Q1: 3,675 shares 3,675 $1.37M 0.75% -46 Timeline GLDI CREDIT SUISSE NASSAU BRANC More: the full row for CREDIT SUISSE NASSAU BRANC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,031 shares; 2025Q3: 7,465 shares; 2025Q4: 6,726 shares; 2026Q1: 8,079 shares 8,079 $1.34M 0.73% +1,353 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,694 shares; 2025Q1: 2,694 shares; 2025Q2: 2,230 shares; 2025Q3: 2,701 shares; 2025Q4: 2,701 shares; 2026Q1: 2,647 shares 2,647 $1.27M 0.69% -54 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,213 shares; 2025Q4: 34,865 shares; 2026Q1: 37,456 shares 37,456 $1.26M 0.69% +2,591 Timeline SLVO UBS AG More: the full row for UBS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,530 shares; 2025Q3: 14,007 shares; 2025Q4: 11,718 shares; 2026Q1: 14,095 shares 14,095 $1.25M 0.69% +2,377 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 677 shares; 2025Q4: 4,004 shares; 2026Q1: 4,009 shares 4,009 $1.24M 0.68% +5 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,235 shares; 2025Q1: 7,235 shares; 2025Q2: 7,435 shares; 2025Q3: 18,850 shares; 2025Q4: 32,380 shares; 2026Q1: 34,829 shares 34,829 $1.23M 0.67% +2,449 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,397 shares; 2025Q1: 6,397 shares; 2025Q2: 7,467 shares; 2025Q3: 7,927 shares; 2025Q4: 7,968 shares; 2026Q1: 7,997 shares 7,997 $1.21M 0.66% +29 Timeline SDVY 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 14,931 shares; 2025Q1: 14,931 shares; 2025Q2: 20,967 shares; 2025Q3: 24,069 shares; 2025Q4: 30,575 shares; 2026Q1: 30,546 shares 30,546 $1.2M 0.66% -29 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,268 shares; 2025Q1: 5,268 shares; 2025Q2: 5,523 shares; 2025Q3: 5,539 shares; 2025Q4: 5,470 shares; 2026Q1: 5,372 shares 5,372 $1.16M 0.63% -98 Timeline SPMO 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,733 shares; 2025Q1: 7,733 shares; 2025Q2: 9,439 shares; 2025Q3: 11,579 shares; 2025Q4: 10,378 shares; 2026Q1: 10,184 shares 10,184 $1.14M 0.62% -194 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,267 shares; 2025Q1: 3,267 shares; 2025Q2: 3,354 shares; 2025Q3: 6,339 shares; 2025Q4: 3,801 shares; 2026Q1: 3,748 shares 3,748 $1.13M 0.62% -53 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 11,686 shares; 2025Q1: 11,686 shares; 2025Q2: 11,895 shares; 2025Q3: 12,013 shares; 2025Q4: 12,024 shares; 2026Q1: 11,491 shares 11,491 $1.13M 0.62% -533 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,016 shares; 2025Q3: 1,110 shares; 2025Q4: 1,090 shares; 2026Q1: 1,114 shares 1,114 $1.11M 0.61% +24 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 31,763 shares; 2025Q1: 31,763 shares; 2025Q2: 26,813 shares; 2025Q3: 27,171 shares; 2025Q4: 25,503 shares; 2026Q1: 25,368 shares 25,368 $1.11M 0.6% -135 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,927 shares; 2025Q1: 3,927 shares; 2025Q2: 4,538 shares; 2025Q3: 5,479 shares; 2025Q4: 8,691 shares; 2026Q1: 8,896 shares 8,896 $1.11M 0.6% +205 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,584 shares; 2025Q1: 3,584 shares; 2025Q2: 4,619 shares; 2025Q3: 5,222 shares; 2025Q4: 5,242 shares; 2026Q1: 5,273 shares 5,273 $1.09M 0.6% +31 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,687 shares; 2025Q1: 5,687 shares; 2025Q2: 7,142 shares; 2025Q3: 7,808 shares; 2025Q4: 8,392 shares; 2026Q1: 10,176 shares 10,176 $1.08M 0.59% +1,784 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,220 shares; 2025Q4: 11,385 shares; 2026Q1: 20,557 shares 20,557 $1.07M 0.58% +9,172 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 1,932 shares; 2025Q3: 2,246 shares; 2025Q4: 2,428 shares; 2026Q1: 3,448 shares 3,448 $990K 0.54% +1,020 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,109 shares; 2025Q1: 5,109 shares; 2025Q2: 6,076 shares; 2025Q3: 6,645 shares; 2025Q4: 6,427 shares; 2026Q1: 6,787 shares 6,787 $980K 0.54% +360 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 16,302 shares; 2025Q1: 16,302 shares; 2025Q2: 12,788 shares; 2025Q3: 15,760 shares; 2025Q4: 15,680 shares; 2026Q1: 15,742 shares 15,742 $973K 0.53% +62 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,845 shares; 2025Q1: 7,845 shares; 2025Q2: 7,698 shares; 2025Q3: 7,848 shares; 2025Q4: 7,849 shares; 2026Q1: 7,850 shares 7,850 $948K 0.52% +1 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,380 shares; 2025Q3: 2,782 shares; 2025Q4: 2,798 shares; 2026Q1: 2,789 shares 2,789 $917K 0.5% -9 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,449 shares; 2025Q1: 4,449 shares; 2025Q2: not reported; 2025Q3: 3,875 shares; 2025Q4: 3,889 shares; 2026Q1: 13,884 shares 13,884 $916K 0.5% +9,995 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,835 shares; 2025Q1: 6,835 shares; 2025Q2: 3,514 shares; 2025Q3: 5,934 shares; 2025Q4: 5,017 shares; 2026Q1: 4,590 shares 4,590 $880K 0.48% -427 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,684 shares; 2025Q1: 6,684 shares; 2025Q2: 5,397 shares; 2025Q3: 6,598 shares; 2025Q4: 6,634 shares; 2026Q1: 6,613 shares 6,613 $866K 0.47% -21 Timeline PWB 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,620 shares; 2025Q3: 5,412 shares; 2025Q4: 5,952 shares; 2026Q1: 6,826 shares 6,826 $860K 0.47% +874 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 901 shares; 2025Q3: 865 shares; 2025Q4: 937 shares; 2026Q1: 917 shares 917 $843K 0.46% -20 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,842 shares; 2025Q1: 3,842 shares; 2025Q2: 3,332 shares; 2025Q3: 4,026 shares; 2025Q4: 4,008 shares; 2026Q1: 4,257 shares 4,257 $821K 0.45% +249 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,963 shares; 2025Q3: 45,257 shares; 2025Q4: 48,489 shares; 2026Q1: 52,626 shares 52,626 $807K 0.44% +4,137 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 589 shares; 2025Q3: 585 shares; 2025Q4: 1,743 shares; 2026Q1: 1,633 shares 1,633 $775K 0.42% -110 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,176 shares; 2025Q1: 10,176 shares; 2025Q2: 9,419 shares; 2025Q3: 10,006 shares; 2025Q4: 9,887 shares; 2026Q1: 9,935 shares 9,935 $771K 0.42% +48 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 31,720 shares; 2025Q1: 31,720 shares; 2025Q2: 45,070 shares; 2025Q3: 17,522 shares; 2025Q4: 15,753 shares; 2026Q1: 15,213 shares 15,213 $759K 0.41% -540 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,034 shares; 2025Q1: 7,034 shares; 2025Q2: 6,660 shares; 2025Q3: 6,567 shares; 2025Q4: 6,229 shares; 2026Q1: 6,264 shares 6,264 $753K 0.41% +35 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,382 shares; 2025Q1: 4,382 shares; 2025Q2: 2,856 shares; 2025Q3: 2,863 shares; 2025Q4: 5,455 shares; 2026Q1: 5,462 shares 5,462 $750K 0.41% +7 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 8,737 shares; 2025Q1: 8,737 shares; 2025Q2: 18,662 shares; 2025Q3: 15,151 shares; 2025Q4: 18,676 shares; 2026Q1: 13,731 shares 13,731 $723K 0.4% -4,945 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,674 shares; 2025Q1: 1,674 shares; 2025Q2: 1,304 shares; 2025Q3: 1,685 shares; 2025Q4: 1,765 shares; 2026Q1: 2,265 shares 2,265 $704K 0.39% +500 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,087 shares; 2025Q1: 10,087 shares; 2025Q2: 6,706 shares; 2025Q3: 9,293 shares; 2025Q4: 8,877 shares; 2026Q1: 8,797 shares 8,797 $697K 0.38% -80 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,325 shares; 2025Q4: 30,822 shares; 2026Q1: 25,259 shares 25,259 $673K 0.37% -5,563 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,120 shares; 2025Q4: 17,198 shares; 2026Q1: 17,230 shares 17,230 $670K 0.37% +32 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,248 shares; 2026Q1: 6,619 shares 6,619 $667K 0.36% +2,371 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 11,306 shares; 2025Q1: 11,306 shares; 2025Q2: 9,533 shares; 2025Q3: 7,165 shares; 2025Q4: 6,881 shares; 2026Q1: 6,806 shares 6,806 $632K 0.35% -75 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 17,461 shares; 2025Q1: 17,461 shares; 2025Q2: 7,508 shares; 2025Q3: 7,330 shares; 2025Q4: 7,330 shares; 2026Q1: 12,213 shares 12,213 $621K 0.34% +4,883 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,134 shares; 2025Q1: 1,134 shares; 2025Q2: 427 shares; 2025Q3: 1,137 shares; 2025Q4: 1,070 shares; 2026Q1: 1,068 shares 1,068 $616K 0.34% -2 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,832 shares; 2025Q1: 2,832 shares; 2025Q2: 2,483 shares; 2025Q3: 3,071 shares; 2025Q4: 3,646 shares; 2026Q1: 3,661 shares 3,661 $605K 0.33% +15 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,463 shares; 2025Q3: 49,177 shares; 2025Q4: 32,700 shares; 2026Q1: 23,442 shares 23,442 $601K 0.33% -9,258 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 918 shares; 2025Q3: 980 shares; 2025Q4: 939 shares; 2026Q1: 968 shares 968 $585K 0.32% +29 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,678 shares; 2025Q1: 2,678 shares; 2025Q2: 2,141 shares; 2025Q3: 2,627 shares; 2025Q4: 4,675 shares; 2026Q1: 4,679 shares 4,679 $582K 0.32% +4 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,156 shares; 2025Q3: 1,235 shares; 2025Q4: 1,260 shares; 2026Q1: 1,258 shares 1,258 $580K 0.32% -2 Timeline FDL 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,970 shares; 2025Q1: 5,970 shares; 2025Q2: not reported; 2025Q3: 9,724 shares; 2025Q4: 9,703 shares; 2026Q1: 11,206 shares 11,206 $569K 0.31% +1,503 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,516 shares; 2025Q3: 2,662 shares; 2025Q4: 2,795 shares; 2026Q1: 2,814 shares 2,814 $540K 0.3% +19 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 8,609 shares; 2025Q1: 8,609 shares; 2025Q2: 7,609 shares; 2025Q3: 7,609 shares; 2025Q4: 7,609 shares; 2026Q1: 7,609 shares 7,609 $535K 0.29% 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,159 shares; 2025Q1: 2,159 shares; 2025Q2: 1,704 shares; 2025Q3: 1,604 shares; 2025Q4: 7,925 shares; 2026Q1: 1,788 shares 1,788 $513K 0.28% -6,137 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,702 shares; 2025Q1: 3,702 shares; 2025Q2: 3,259 shares; 2025Q3: 3,308 shares; 2025Q4: 3,216 shares; 2026Q1: 3,215 shares 3,215 $499K 0.27% -1 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,126 shares; 2025Q1: 6,126 shares; 2025Q2: 5,629 shares; 2025Q3: 5,530 shares; 2025Q4: 5,564 shares; 2026Q1: 5,367 shares 5,367 $495K 0.27% -197 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,706 shares; 2025Q3: 2,689 shares; 2025Q4: 2,658 shares; 2026Q1: 3,358 shares 3,358 $491K 0.27% +700 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,457 shares; 2025Q4: 13,402 shares; 2026Q1: 13,392 shares 13,392 $477K 0.26% -10 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 7,893 shares; 2025Q1: 7,893 shares; 2025Q2: 7,893 shares; 2025Q3: 7,893 shares; 2025Q4: 7,893 shares; 2026Q1: 7,893 shares 7,893 $466K 0.26% 0 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 25,666 shares; 2025Q1: 25,666 shares; 2025Q2: 15,659 shares; 2025Q3: 23,656 shares; 2025Q4: 20,862 shares; 2026Q1: 19,979 shares 19,979 $457K 0.25% -883 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,560 shares; 2025Q1: 4,560 shares; 2025Q2: 4,315 shares; 2025Q3: 4,819 shares; 2025Q4: 4,829 shares; 2026Q1: 4,644 shares 4,644 $448K 0.25% -185 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,717 shares; 2025Q1: 3,717 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,554 shares; 2026Q1: 6,560 shares 6,560 $443K 0.24% +6 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,751 shares; 2025Q3: 3,784 shares; 2025Q4: 3,816 shares; 2026Q1: 3,846 shares 3,846 $435K 0.24% +30 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,218 shares; 2026Q1: 1,218 shares 1,218 $434K 0.24% 0 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,770 shares 11,770 $426K 0.23% new 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,957 shares; 2025Q3: 2,114 shares; 2025Q4: 2,119 shares; 2026Q1: 2,098 shares 2,098 $426K 0.23% -21 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,693 shares; 2025Q4: 3,025 shares; 2026Q1: 3,028 shares 3,028 $422K 0.23% +3 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,815 shares; 2025Q3: 2,838 shares; 2025Q4: 2,859 shares; 2026Q1: 2,884 shares 2,884 $422K 0.23% +25 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 708 shares; 2025Q3: 751 shares; 2025Q4: 893 shares; 2026Q1: 734 shares 734 $420K 0.23% -159 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $420K 0.23% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,248 shares; 2026Q1: 9,252 shares 9,252 $417K 0.23% +1,004 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 1,904 shares; 2025Q3: 2,504 shares; 2025Q4: 2,513 shares; 2026Q1: 2,522 shares 2,522 $415K 0.23% +9 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,511 shares; 2025Q1: 1,511 shares; 2025Q2: 1,139 shares; 2025Q3: 1,669 shares; 2025Q4: 1,641 shares; 2026Q1: 1,585 shares 1,585 $413K 0.23% -56 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,410 shares; 2025Q1: 3,410 shares; 2025Q2: 3,415 shares; 2025Q3: 3,642 shares; 2025Q4: 3,743 shares; 2026Q1: 3,746 shares 3,746 $411K 0.22% +3 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: not reported; 2025Q3: 1,731 shares; 2025Q4: 1,734 shares; 2026Q1: 1,717 shares 1,717 $406K 0.22% -17 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,144 shares; 2025Q3: 1,148 shares; 2025Q4: 1,152 shares; 2026Q1: 1,156 shares 1,156 $397K 0.22% +4 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,049 shares; 2025Q1: 6,049 shares; 2025Q2: 8,238 shares; 2025Q3: 8,873 shares; 2025Q4: 8,964 shares; 2026Q1: 7,869 shares 7,869 $395K 0.22% -1,095 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 619 shares; 2025Q3: not reported; 2025Q4: 794 shares; 2026Q1: 790 shares 790 $392K 0.21% -4 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 556 shares; 2025Q3: 667 shares; 2025Q4: 819 shares; 2026Q1: 757 shares 757 $378K 0.21% -62 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,757 shares; 2025Q4: 4,809 shares; 2026Q1: 5,089 shares 5,089 $370K 0.2% +280 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,260 shares; 2025Q3: 2,274 shares; 2025Q4: 2,708 shares; 2026Q1: 2,720 shares 2,720 $357K 0.2% +12 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 968 shares; 2025Q3: 1,036 shares; 2025Q4: 1,171 shares; 2026Q1: 1,173 shares 1,173 $355K 0.19% +2 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 15,311 shares; 2025Q1: 15,311 shares; 2025Q2: 15,311 shares; 2025Q3: 15,591 shares; 2025Q4: 15,591 shares; 2026Q1: 15,591 shares 15,591 $348K 0.19% 0 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,266 shares; 2025Q4: 4,780 shares; 2026Q1: 4,794 shares 4,794 $346K 0.19% +14 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,686 shares; 2026Q1: 7,686 shares 7,686 $345K 0.19% 0 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,185 shares; 2026Q1: 3,185 shares 3,185 $343K 0.19% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,211 shares; 2026Q1: 22,074 shares 22,074 $340K 0.19% +13,863 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,751 shares 4,751 $338K 0.18% 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 766 shares; 2025Q3: 1,050 shares; 2025Q4: 1,017 shares; 2026Q1: 1,018 shares 1,018 $335K 0.18% +1 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,709 shares; 2025Q1: 1,709 shares; 2025Q2: 1,759 shares; 2025Q3: 2,507 shares; 2025Q4: 2,507 shares; 2026Q1: 2,502 shares 2,502 $328K 0.18% -5 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,258 shares; 2025Q1: 5,258 shares; 2025Q2: 4,736 shares; 2025Q3: 4,803 shares; 2025Q4: 4,784 shares; 2026Q1: 4,810 shares 4,810 $327K 0.18% +26 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,521 shares; 2025Q4: 11,168 shares; 2026Q1: 11,200 shares 11,200 $325K 0.18% +32 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,708 shares; 2025Q3: 2,928 shares; 2025Q4: 2,894 shares; 2026Q1: 1,770 shares 1,770 $323K 0.18% -1,124 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,522 shares 4,522 $321K 0.18% new 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,119 shares; 2025Q1: 5,119 shares; 2025Q2: 5,073 shares; 2025Q3: 8,143 shares; 2025Q4: 4,682 shares; 2026Q1: 4,005 shares 4,005 $314K 0.17% -677 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,886 shares; 2026Q1: 6,442 shares 6,442 $308K 0.17% +556 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 24,783 shares; 2025Q1: 24,783 shares; 2025Q2: 24,771 shares; 2025Q3: 26,933 shares; 2025Q4: 26,846 shares; 2026Q1: 26,584 shares 26,584 $307K 0.17% -262 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,876 shares; 2025Q1: 2,876 shares; 2025Q2: 2,881 shares; 2025Q3: 3,371 shares; 2025Q4: 3,369 shares; 2026Q1: 3,357 shares 3,357 $303K 0.17% -12 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: not reported; 2025Q3: 1,021 shares; 2025Q4: 1,020 shares; 2026Q1: 1,023 shares 1,023 $300K 0.16% +3 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 686 shares 686 $298K 0.16% 0 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 832 shares; 2025Q1: 832 shares; 2025Q2: not reported; 2025Q3: 642 shares; 2025Q4: 647 shares; 2026Q1: 667 shares 667 $287K 0.16% +20 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,547 shares; 2025Q4: 2,547 shares; 2026Q1: 2,547 shares 2,547 $286K 0.16% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,743 shares; 2026Q1: 13,793 shares 13,793 $282K 0.15% +50 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,871 shares; 2025Q1: 2,871 shares; 2025Q2: 4,123 shares; 2025Q3: 4,062 shares; 2025Q4: 2,810 shares; 2026Q1: 2,853 shares 2,853 $281K 0.15% +43 Timeline PDP 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,448 shares; 2025Q1: 3,448 shares; 2025Q2: 3,126 shares; 2025Q3: not reported; 2025Q4: 2,506 shares; 2026Q1: 2,299 shares 2,299 $278K 0.15% -207 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,118 shares; 2025Q4: not reported; 2026Q1: 1,120 shares 1,120 $273K 0.15% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,619 shares; 2026Q1: 7,619 shares 7,619 $271K 0.15% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,578 shares; 2026Q1: 5,095 shares 5,095 $269K 0.15% -483 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 760 shares; 2025Q3: 752 shares; 2025Q4: 758 shares; 2026Q1: 763 shares 763 $268K 0.15% +5 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,576 shares; 2025Q1: 3,576 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,052 shares; 2026Q1: 1,999 shares 1,999 $266K 0.15% -53 Timeline BLV 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,299 shares; 2025Q1: 4,299 shares; 2025Q2: 4,328 shares; 2025Q3: 4,184 shares; 2025Q4: not reported; 2026Q1: 3,869 shares 3,869 $266K 0.15% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,616 shares; 2025Q3: 5,615 shares; 2025Q4: 5,645 shares; 2026Q1: 5,673 shares 5,673 $263K 0.14% +28 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 5,234 shares; 2025Q1: 5,234 shares; 2025Q2: 5,234 shares; 2025Q3: 5,260 shares; 2025Q4: 3,417 shares; 2026Q1: 3,417 shares 3,417 $262K 0.14% 0 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775 shares; 2025Q4: 776 shares; 2026Q1: 1,010 shares 1,010 $260K 0.14% +234 Timeline GRID 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,548 shares 1,548 $253K 0.14% new Timeline FICS 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,440 shares; 2026Q1: 6,393 shares 6,393 $250K 0.14% +953 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,473 shares; 2025Q1: 2,473 shares; 2025Q2: 1,663 shares; 2025Q3: 2,448 shares; 2025Q4: 2,453 shares; 2026Q1: 2,384 shares 2,384 $245K 0.13% -69 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,811 shares; 2025Q1: 1,811 shares; 2025Q2: not reported; 2025Q3: 1,657 shares; 2025Q4: 1,661 shares; 2026Q1: 1,665 shares 1,665 $242K 0.13% +4 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,526 shares; 2026Q1: 1,526 shares 1,526 $233K 0.13% 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 607 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 413 shares 413 $233K 0.13% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,401 shares; 2025Q1: 6,401 shares; 2025Q2: 5,938 shares; 2025Q3: 5,974 shares; 2025Q4: 4,971 shares; 2026Q1: 4,750 shares 4,750 $228K 0.12% -221 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,731 shares; 2026Q1: 1,731 shares 1,731 $227K 0.12% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: not reported; 2025Q3: 592 shares; 2025Q4: 524 shares; 2026Q1: 525 shares 525 $224K 0.12% +1 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 11,105 shares; 2025Q1: 11,105 shares; 2025Q2: not reported; 2025Q3: 9,545 shares; 2025Q4: 8,946 shares; 2026Q1: 8,984 shares 8,984 $223K 0.12% +38 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,786 shares; 2026Q1: 4,786 shares 4,786 $222K 0.12% 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,204 shares 1,204 $222K 0.12% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,245 shares; 2025Q4: 2,283 shares; 2026Q1: 2,265 shares 2,265 $220K 0.12% -18 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 818 shares 818 $218K 0.12% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,372 shares; 2025Q4: 1,332 shares; 2026Q1: 1,377 shares 1,377 $217K 0.12% +45 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 247 shares 247 $216K 0.12% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,459 shares; 2026Q1: 11,515 shares 11,515 $215K 0.12% +56 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares 1,583 $214K 0.12% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,351 shares; 2025Q1: 6,351 shares; 2025Q2: not reported; 2025Q3: 6,400 shares; 2025Q4: 5,962 shares; 2026Q1: 5,963 shares 5,963 $213K 0.12% +1 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 196 shares; 2026Q1: 221 shares 221 $213K 0.12% +25 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,678 shares 1,678 $212K 0.12% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,284 shares; 2025Q3: 4,503 shares; 2025Q4: 4,521 shares; 2026Q1: 4,342 shares 4,342 $212K 0.12% -179 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,207 shares; 2025Q1: 4,207 shares; 2025Q2: not reported; 2025Q3: 3,647 shares; 2025Q4: not reported; 2026Q1: 3,670 shares 3,670 $212K 0.12% new Timeline KNG 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,215 shares; 2026Q1: 4,215 shares 4,215 $205K 0.11% 0 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $204K 0.11% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 646 shares 646 $203K 0.11% new 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 18,983 shares; 2025Q1: 18,983 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,606 shares 6,606 $203K 0.11% new Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,505 shares; 2025Q3: 4,510 shares; 2025Q4: 4,516 shares; 2026Q1: 4,521 shares 4,521 $202K 0.11% +5 Timeline XLV 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,494 shares; 2025Q3: 1,581 shares; 2025Q4: 1,372 shares; 2026Q1: 1,295 shares 1,295 $190K 0.1% -77 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,092 shares 3,092 $120K 0.07% new 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; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 186 shares 186 $115K 0.06% new Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,106 shares 3,106 $65.3K 0.04% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 244 shares 244 $61K 0.03% new Timeline