VEU 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: 745,376 shares; 2024Q4: 729,386 shares; 2025Q1: 752,982 shares; 2025Q2: 759,796 shares; 2025Q3: 768,807 shares; 2025Q4: 757,342 shares; 2026Q1: 745,670 shares; 2026Q2: 731,842 shares 731,842 $60.5M 12.22% -13,828 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,625 shares; 2024Q4: 124,542 shares; 2025Q1: 123,004 shares; 2025Q2: 121,265 shares; 2025Q3: 119,680 shares; 2025Q4: 118,232 shares; 2026Q1: 118,862 shares; 2026Q2: 117,409 shares 117,409 $33.8M 6.82% -1,453 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: 130,205 shares; 2024Q4: 123,959 shares; 2025Q1: 122,901 shares; 2025Q2: 124,092 shares; 2025Q3: 124,109 shares; 2025Q4: 123,326 shares; 2026Q1: 123,646 shares; 2026Q2: 123,176 shares 123,176 $29.1M 5.88% -470 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,920 shares; 2024Q4: 247,238 shares; 2025Q1: 246,480 shares; 2025Q2: 247,717 shares; 2025Q3: 245,679 shares; 2025Q4: 250,061 shares; 2026Q1: 245,302 shares; 2026Q2: 239,223 shares 239,223 $25.3M 5.12% -6,079 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: 99,008 shares; 2024Q4: 100,064 shares; 2025Q1: 106,669 shares; 2025Q2: 109,141 shares; 2025Q3: 118,031 shares; 2025Q4: 117,467 shares; 2026Q1: 117,468 shares; 2026Q2: 115,854 shares 115,854 $25.2M 5.08% -1,614 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: 70,870 shares; 2024Q4: 70,688 shares; 2025Q1: 72,939 shares; 2025Q2: 77,378 shares; 2025Q3: 78,810 shares; 2025Q4: 77,122 shares; 2026Q1: 77,948 shares; 2026Q2: 77,776 shares 77,776 $23.5M 4.73% -172 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,901 shares; 2024Q4: 83,846 shares; 2025Q1: 84,649 shares; 2025Q2: 97,695 shares; 2025Q3: 98,561 shares; 2025Q4: 98,319 shares; 2026Q1: 98,705 shares; 2026Q2: 96,831 shares 96,831 $20.7M 4.17% -1,874 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: 64,397 shares; 2024Q4: 64,889 shares; 2025Q1: 63,683 shares; 2025Q2: 64,160 shares; 2025Q3: 63,621 shares; 2025Q4: 67,567 shares; 2026Q1: 63,790 shares; 2026Q2: 62,798 shares 62,798 $18.5M 3.73% -992 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: 72,702 shares; 2024Q4: 84,834 shares; 2025Q1: 85,225 shares; 2025Q2: 87,606 shares; 2025Q3: 87,677 shares; 2025Q4: 87,531 shares; 2026Q1: 88,024 shares; 2026Q2: 87,530 shares 87,530 $17.4M 3.5% -494 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,168 shares; 2024Q4: 22,507 shares; 2025Q1: 75,610 shares; 2025Q2: 99,301 shares; 2025Q3: 121,763 shares; 2025Q4: 178,241 shares; 2026Q1: 188,341 shares; 2026Q2: 205,822 shares 205,822 $15.8M 3.19% +17,481 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: 44,004 shares; 2024Q4: 45,080 shares; 2025Q1: 43,011 shares; 2025Q2: 43,479 shares; 2025Q3: 43,550 shares; 2025Q4: 43,200 shares; 2026Q1: 42,986 shares; 2026Q2: 42,659 shares 42,659 $15.4M 3.11% -327 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: 39,506 shares; 2024Q4: 47,038 shares; 2025Q1: 46,396 shares; 2025Q2: 46,921 shares; 2025Q3: 46,545 shares; 2025Q4: 45,794 shares; 2026Q1: 46,341 shares; 2026Q2: 46,550 shares 46,550 $14.1M 2.86% +209 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: 132,957 shares; 2024Q4: 130,272 shares; 2025Q1: 130,272 shares; 2025Q2: 130,272 shares; 2025Q3: 130,272 shares; 2025Q4: 135,462 shares; 2026Q1: 172,662 shares; 2026Q2: 172,662 shares 172,662 $12.1M 2.45% 0 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: 34,922 shares; 2024Q4: 35,744 shares; 2025Q1: 35,553 shares; 2025Q2: 34,739 shares; 2025Q3: 34,575 shares; 2025Q4: 34,476 shares; 2026Q1: 32,331 shares; 2026Q2: 32,165 shares 32,165 $11.9M 2.4% -166 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: 100,685 shares; 2024Q4: 139,353 shares; 2025Q1: 159,773 shares; 2025Q2: 161,732 shares; 2025Q3: 158,547 shares; 2025Q4: 153,855 shares; 2026Q1: 161,013 shares; 2026Q2: 171,165 shares 171,165 $9.93M 2% +10,152 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: 35,704 shares; 2024Q4: 37,838 shares; 2025Q1: 37,359 shares; 2025Q2: 37,922 shares; 2025Q3: 38,605 shares; 2025Q4: 38,625 shares; 2026Q1: 38,680 shares; 2026Q2: 38,639 shares 38,639 $9.34M 1.89% -41 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: 29,446 shares; 2024Q4: 29,918 shares; 2025Q1: 28,715 shares; 2025Q2: 28,772 shares; 2025Q3: 27,799 shares; 2025Q4: 27,599 shares; 2026Q1: 27,900 shares; 2026Q2: 27,851 shares 27,851 $9.3M 1.88% -49 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: 23,761 shares; 2024Q4: 24,608 shares; 2025Q1: 23,365 shares; 2025Q2: 23,492 shares; 2025Q3: 23,375 shares; 2025Q4: 23,238 shares; 2026Q1: 23,199 shares; 2026Q2: 23,119 shares 23,119 $8.88M 1.79% -80 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153,472 shares; 2026Q1: 152,654 shares; 2026Q2: 152,654 shares 152,654 $8.26M 1.67% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,921 shares; 2024Q4: 64,984 shares; 2025Q1: 65,471 shares; 2025Q2: 56,609 shares; 2025Q3: 56,945 shares; 2025Q4: 56,945 shares; 2026Q1: 57,025 shares; 2026Q2: 55,056 shares 55,056 $7.54M 1.52% -1,969 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: 7,390 shares; 2024Q4: 7,326 shares; 2025Q1: 6,440 shares; 2025Q2: 6,533 shares; 2025Q3: 6,810 shares; 2025Q4: 6,710 shares; 2026Q1: 6,941 shares; 2026Q2: 6,930 shares 6,930 $6.87M 1.39% -11 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: 8,806 shares; 2024Q4: 8,713 shares; 2025Q1: 11,141 shares; 2025Q2: 12,147 shares; 2025Q3: 14,551 shares; 2025Q4: 13,365 shares; 2026Q1: 13,277 shares; 2026Q2: 78,136 shares 78,136 $6.73M 1.36% +64,859 Timeline VWO 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: 80,154 shares; 2024Q4: 77,152 shares; 2025Q1: 77,152 shares; 2025Q2: 76,537 shares; 2025Q3: 76,537 shares; 2025Q4: 79,317 shares; 2026Q1: 110,817 shares; 2026Q2: 109,312 shares 109,312 $6.47M 1.31% -1,505 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: 13,311 shares; 2024Q4: 13,822 shares; 2025Q1: 11,738 shares; 2025Q2: 12,088 shares; 2025Q3: 12,237 shares; 2025Q4: 12,212 shares; 2026Q1: 12,301 shares; 2026Q2: 12,307 shares 12,307 $6.15M 1.24% +6 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,229 shares; 2024Q4: 35,075 shares; 2025Q1: 34,413 shares; 2025Q2: 34,561 shares; 2025Q3: 33,413 shares; 2025Q4: 33,413 shares; 2026Q1: 33,413 shares; 2026Q2: 33,413 shares 33,413 $4.05M 0.82% 0 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: 11,548 shares; 2024Q4: 11,605 shares; 2025Q1: 11,002 shares; 2025Q2: 11,004 shares; 2025Q3: 11,113 shares; 2025Q4: 11,163 shares; 2026Q1: 11,565 shares; 2026Q2: 11,498 shares 11,498 $4.04M 0.81% -67 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: 1,191 shares; 2024Q4: 1,008 shares; 2025Q1: 1,174 shares; 2025Q2: 1,370 shares; 2025Q3: 2,605 shares; 2025Q4: 2,716 shares; 2026Q1: 3,339 shares; 2026Q2: 3,339 shares 3,339 $3.98M 0.8% 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: 11,627 shares; 2024Q4: 11,406 shares; 2025Q1: 11,448 shares; 2025Q2: 11,567 shares; 2025Q3: 11,769 shares; 2025Q4: 11,839 shares; 2026Q1: 15,095 shares; 2026Q2: 15,094 shares 15,094 $3.79M 0.76% -1 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: 4,154 shares; 2024Q4: 4,191 shares; 2025Q1: 3,880 shares; 2025Q2: 3,927 shares; 2025Q3: 3,907 shares; 2025Q4: 3,997 shares; 2026Q1: 4,051 shares; 2026Q2: 4,048 shares 4,048 $3.74M 0.76% -3 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: 37,435 shares; 2024Q4: 35,217 shares; 2025Q1: 30,251 shares; 2025Q2: 30,212 shares; 2025Q3: 30,593 shares; 2025Q4: 30,594 shares; 2026Q1: 30,595 shares; 2026Q2: 30,660 shares 30,660 $3.59M 0.72% +65 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,251 shares; 2024Q4: 13,093 shares; 2025Q1: 13,412 shares; 2025Q2: 14,120 shares; 2025Q3: 14,125 shares; 2025Q4: 13,876 shares; 2026Q1: 15,832 shares; 2026Q2: 15,698 shares 15,698 $3.33M 0.67% -134 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: 31,779 shares; 2024Q4: 32,749 shares; 2025Q1: 31,217 shares; 2025Q2: 32,199 shares; 2025Q3: 32,332 shares; 2025Q4: 29,772 shares; 2026Q1: 30,013 shares; 2026Q2: 29,999 shares 29,999 $3.26M 0.66% -14 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: 64,466 shares; 2024Q4: 62,403 shares; 2025Q1: 59,845 shares; 2025Q2: 57,760 shares; 2025Q3: 56,877 shares; 2025Q4: 56,879 shares; 2026Q1: 54,883 shares; 2026Q2: 54,860 shares 54,860 $3.2M 0.65% -23 Timeline RFG 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: 47,500 shares; 2024Q4: 47,500 shares; 2025Q1: 47,500 shares; 2025Q2: 47,500 shares; 2025Q3: 47,500 shares; 2025Q4: 47,500 shares; 2026Q1: 47,500 shares; 2026Q2: 47,500 shares 47,500 $3.02M 0.61% 0 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: 9,309 shares; 2024Q4: 9,227 shares; 2025Q1: 8,464 shares; 2025Q2: 8,405 shares; 2025Q3: 8,340 shares; 2025Q4: 8,191 shares; 2026Q1: 6,841 shares; 2026Q2: 6,819 shares 6,819 $2.91M 0.59% -22 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,494 shares; 2024Q4: 15,815 shares; 2025Q1: 15,801 shares; 2025Q2: 16,155 shares; 2025Q3: 16,868 shares; 2025Q4: 16,718 shares; 2026Q1: 17,029 shares; 2026Q2: 16,803 shares 16,803 $2.91M 0.59% -226 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: not reported; 2024Q4: not reported; 2025Q1: 1,808 shares; 2025Q2: 2,558 shares; 2025Q3: 3,714 shares; 2025Q4: 4,046 shares; 2026Q1: 3,872 shares; 2026Q2: 3,939 shares 3,939 $2.7M 0.55% +67 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: 8,986 shares; 2024Q4: 8,986 shares; 2025Q1: 7,646 shares; 2025Q2: 7,646 shares; 2025Q3: 7,926 shares; 2025Q4: 8,126 shares; 2026Q1: 7,326 shares; 2026Q2: 7,326 shares 7,326 $2.62M 0.53% 0 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: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: not reported; 2025Q2: 3,184 shares; 2025Q3: 9,700 shares; 2025Q4: 12,491 shares; 2026Q1: 15,838 shares; 2026Q2: 15,602 shares 15,602 $2.5M 0.5% -236 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: 15,157 shares; 2024Q4: 15,191 shares; 2025Q1: 13,532 shares; 2025Q2: 13,487 shares; 2025Q3: 13,800 shares; 2025Q4: 13,563 shares; 2026Q1: 14,125 shares; 2026Q2: 14,158 shares 14,158 $2.35M 0.47% +33 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,054 shares; 2024Q4: 16,054 shares; 2025Q1: 16,054 shares; 2025Q2: 12,897 shares; 2025Q3: 12,897 shares; 2025Q4: 12,897 shares; 2026Q1: 12,672 shares; 2026Q2: 12,652 shares 12,652 $2.34M 0.47% -20 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: 19,382 shares; 2024Q4: 19,382 shares; 2025Q1: 16,080 shares; 2025Q2: 16,080 shares; 2025Q3: 15,080 shares; 2025Q4: 15,080 shares; 2026Q1: 15,080 shares; 2026Q2: 15,080 shares 15,080 $2.15M 0.43% 0 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: 16,570 shares; 2024Q4: 16,311 shares; 2025Q1: 15,162 shares; 2025Q2: 12,918 shares; 2025Q3: 13,419 shares; 2025Q4: 14,966 shares; 2026Q1: 16,512 shares; 2026Q2: 16,503 shares 16,503 $2.07M 0.42% -9 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: 8,932 shares; 2024Q4: 8,803 shares; 2025Q1: 8,159 shares; 2025Q2: 7,551 shares; 2025Q3: 7,528 shares; 2025Q4: 7,529 shares; 2026Q1: 5,854 shares; 2026Q2: 5,851 shares 5,851 $2.05M 0.41% -3 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: 8,842 shares; 2024Q4: 8,135 shares; 2025Q1: 7,530 shares; 2025Q2: 7,539 shares; 2025Q3: 7,776 shares; 2025Q4: 7,976 shares; 2026Q1: 7,972 shares; 2026Q2: 8,023 shares 8,023 $2.04M 0.41% +51 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: 8,432 shares; 2024Q4: 8,432 shares; 2025Q1: 8,432 shares; 2025Q2: 8,547 shares; 2025Q3: 8,547 shares; 2025Q4: 8,547 shares; 2026Q1: 8,547 shares; 2026Q2: 8,362 shares 8,362 $2.03M 0.41% -185 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: 5,378 shares; 2024Q4: 5,378 shares; 2025Q1: 5,378 shares; 2025Q2: 5,378 shares; 2025Q3: 5,378 shares; 2025Q4: 5,378 shares; 2026Q1: 5,378 shares; 2026Q2: 5,378 shares 5,378 $1.95M 0.39% 0 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: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 7,250 shares 7,250 $1.93M 0.39% +6,525 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: 15,780 shares; 2024Q4: 15,826 shares; 2025Q1: 15,768 shares; 2025Q2: 15,824 shares; 2025Q3: 15,900 shares; 2025Q4: 15,901 shares; 2026Q1: 15,952 shares; 2026Q2: 15,953 shares 15,953 $1.76M 0.35% +1 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,404 shares; 2024Q4: 3,306 shares; 2025Q1: 2,787 shares; 2025Q2: 2,793 shares; 2025Q3: 2,891 shares; 2025Q4: 2,991 shares; 2026Q1: 2,991 shares; 2026Q2: 2,989 shares 2,989 $1.56M 0.32% -2 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,692 shares; 2024Q4: 8,167 shares; 2025Q1: 8,289 shares; 2025Q2: 8,720 shares; 2025Q3: 9,692 shares; 2025Q4: 9,386 shares; 2026Q1: 9,487 shares; 2026Q2: 9,425 shares 9,425 $1.54M 0.31% -62 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: 12,024 shares; 2024Q4: 12,199 shares; 2025Q1: 12,831 shares; 2025Q2: 11,684 shares; 2025Q3: 11,694 shares; 2025Q4: 11,414 shares; 2026Q1: 9,572 shares; 2026Q2: 9,563 shares 9,563 $1.35M 0.27% -9 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: 3,596 shares; 2024Q4: 3,572 shares; 2025Q1: 3,840 shares; 2025Q2: 3,178 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 2,263 shares; 2026Q2: 2,262 shares 2,262 $1.18M 0.24% -1 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: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 2,347 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares; 2026Q1: 2,347 shares; 2026Q2: 9,387 shares 9,387 $1.15M 0.23% +7,040 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: 9,311 shares; 2024Q4: 9,749 shares; 2025Q1: 8,957 shares; 2025Q2: 8,448 shares; 2025Q3: 9,408 shares; 2025Q4: 9,409 shares; 2026Q1: 6,589 shares; 2026Q2: 6,586 shares 6,586 $971K 0.2% -3 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: 1,855 shares; 2024Q4: 1,287 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares; 2026Q1: 1,287 shares; 2026Q2: 1,287 shares 1,287 $964K 0.19% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,007 shares; 2024Q4: 10,007 shares; 2025Q1: 10,007 shares; 2025Q2: 10,007 shares; 2025Q3: 10,007 shares; 2025Q4: 10,007 shares; 2026Q1: 10,007 shares; 2026Q2: 25,092 shares 25,092 $921K 0.19% +15,085 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,254 shares; 2024Q4: 8,294 shares; 2025Q1: 8,339 shares; 2025Q2: 8,004 shares; 2025Q3: 8,099 shares; 2025Q4: 8,099 shares; 2026Q1: 8,099 shares; 2026Q2: 7,134 shares 7,134 $828K 0.17% -965 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,504 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,746 shares; 2025Q4: 1,746 shares; 2026Q1: 1,746 shares; 2026Q2: 1,746 shares 1,746 $807K 0.16% 0 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: 7,750 shares; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 9,100 shares; 2026Q2: 9,260 shares 9,260 $800K 0.16% +160 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; 2024Q3: 3,988 shares; 2024Q4: 3,988 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 2,781 shares; 2026Q1: 2,781 shares; 2026Q2: 2,781 shares 2,781 $748K 0.15% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,926 shares; 2024Q4: 2,926 shares; 2025Q1: not reported; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 2,040 shares; 2026Q2: 2,040 shares 2,040 $727K 0.15% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655 shares; 2024Q4: 653 shares; 2025Q1: 516 shares; 2025Q2: 7,740 shares; 2025Q3: 7,740 shares; 2025Q4: 7,740 shares; 2026Q1: 7,740 shares; 2026Q2: 7,740 shares 7,740 $717K 0.14% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,072 shares; 2024Q4: 2,138 shares; 2025Q1: 2,026 shares; 2025Q2: 1,764 shares; 2025Q3: 1,956 shares; 2025Q4: 1,949 shares; 2026Q1: 1,397 shares; 2026Q2: 1,394 shares 1,394 $716K 0.14% -3 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: 7,601 shares; 2024Q4: 7,395 shares; 2025Q1: 7,395 shares; 2025Q2: 7,649 shares; 2025Q3: 7,649 shares; 2025Q4: 7,649 shares; 2026Q1: 7,649 shares; 2026Q2: 7,649 shares 7,649 $622K 0.13% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,267 shares; 2024Q4: 5,155 shares; 2025Q1: 4,683 shares; 2025Q2: 4,474 shares; 2025Q3: 4,534 shares; 2025Q4: 4,524 shares; 2026Q1: 3,574 shares; 2026Q2: 2,804 shares 2,804 $592K 0.12% -770 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: 2,253 shares; 2024Q4: 2,253 shares; 2025Q1: 2,246 shares; 2025Q2: 2,246 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares; 2026Q1: 1,571 shares; 2026Q2: 1,571 shares 1,571 $568K 0.11% 0 Timeline GLW CORNING INC More: the full row for CORNING 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: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550 $563K 0.11% 0 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: 21,740 shares; 2024Q4: 19,915 shares; 2025Q1: 5,039 shares; 2025Q2: 5,039 shares; 2025Q3: 4,814 shares; 2025Q4: 5,102 shares; 2026Q1: 5,622 shares; 2026Q2: 6,153 shares 6,153 $467K 0.09% +531 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,591 shares; 2024Q4: 22,591 shares; 2025Q1: 8,780 shares; 2025Q2: 8,780 shares; 2025Q3: 8,780 shares; 2025Q4: 8,780 shares; 2026Q1: 8,780 shares; 2026Q2: 8,780 shares 8,780 $437K 0.09% 0 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; 2024Q3: 5,165 shares; 2024Q4: 5,165 shares; 2025Q1: 5,165 shares; 2025Q2: 5,165 shares; 2025Q3: 5,165 shares; 2025Q4: 5,165 shares; 2026Q1: 5,165 shares; 2026Q2: 5,165 shares 5,165 $422K 0.09% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,753 shares; 2025Q1: 1,731 shares; 2025Q2: 1,739 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,268 shares; 2026Q2: 1,290 shares 1,290 $385K 0.08% +22 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,866 shares; 2024Q4: 1,866 shares; 2025Q1: 1,301 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares; 2026Q1: 1,301 shares; 2026Q2: 1,301 shares 1,301 $373K 0.08% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,751 shares; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 2,751 shares; 2025Q3: 2,518 shares; 2025Q4: 2,518 shares; 2026Q1: 2,518 shares; 2026Q2: 1,923 shares 1,923 $354K 0.07% -595 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,377 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares; 2026Q1: 1,073 shares; 2026Q2: 1,106 shares 1,106 $353K 0.07% +33 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,845 shares; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares; 2025Q4: 2,255 shares; 2026Q1: 2,255 shares; 2026Q2: 1,955 shares 1,955 $347K 0.07% -300 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,142 shares; 2024Q4: 2,142 shares; 2025Q1: 1,995 shares; 2025Q2: 1,995 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares; 2026Q2: 1,412 shares 1,412 $316K 0.06% -450 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,875 shares; 2024Q4: 14,858 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares; 2026Q2: 1,396 shares 1,396 $270K 0.05% 0 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: 794 shares; 2024Q4: 794 shares; 2025Q1: 786 shares; 2025Q2: 793 shares; 2025Q3: 873 shares; 2025Q4: 873 shares; 2026Q1: 873 shares; 2026Q2: 773 shares 773 $269K 0.05% -100 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: 2,393 shares; 2024Q4: 2,393 shares; 2025Q1: 2,053 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,499 shares; 2026Q1: 1,404 shares; 2026Q2: 1,360 shares 1,360 $269K 0.05% -44 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: 1,947 shares; 2024Q4: not reported; 2025Q1: 1,812 shares; 2025Q2: not reported; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,957 shares 1,957 $267K 0.05% +47 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; 2024Q3: 2,247 shares; 2024Q4: 2,247 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,539 shares; 2025Q4: 1,539 shares; 2026Q1: 1,539 shares; 2026Q2: 1,539 shares 1,539 $242K 0.05% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,662 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,403 shares; 2026Q1: 1,403 shares; 2026Q2: 1,403 shares 1,403 $222K 0.04% 0 Timeline