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: 108,844 shares; 2024Q4: 109,408 shares; 2025Q1: 109,820 shares; 2025Q2: 110,148 shares; 2025Q3: 110,451 shares; 2025Q4: 116,425 shares; 2026Q1: 119,626 shares; 2026Q2: 128,286 shares 128,286 $64.2M 7.48% +8,660 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: 197,421 shares; 2024Q4: 190,854 shares; 2025Q1: 186,663 shares; 2025Q2: 182,066 shares; 2025Q3: 178,420 shares; 2025Q4: 173,040 shares; 2026Q1: 179,222 shares; 2026Q2: 178,001 shares 178,001 $51.5M 6% -1,221 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: 74,312 shares; 2024Q4: 74,871 shares; 2025Q1: 75,596 shares; 2025Q2: 75,002 shares; 2025Q3: 75,026 shares; 2025Q4: 74,751 shares; 2026Q1: 166,982 shares; 2026Q2: 165,525 shares 165,525 $42M 4.9% -1,457 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: 41,394 shares; 2024Q4: 41,760 shares; 2025Q1: 41,751 shares; 2025Q2: 41,121 shares; 2025Q3: 40,636 shares; 2025Q4: 40,895 shares; 2026Q1: 39,682 shares; 2026Q2: 37,820 shares 37,820 $40.3M 4.69% -1,862 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: 119,722 shares; 2024Q4: 117,847 shares; 2025Q1: 117,892 shares; 2025Q2: 115,887 shares; 2025Q3: 112,796 shares; 2025Q4: 113,567 shares; 2026Q1: 109,485 shares; 2026Q2: 108,791 shares 108,791 $35.6M 4.15% -694 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: 87,868 shares; 2024Q4: 86,698 shares; 2025Q1: 85,748 shares; 2025Q2: 84,292 shares; 2025Q3: 82,180 shares; 2025Q4: 81,982 shares; 2026Q1: 83,877 shares; 2026Q2: 85,564 shares 85,564 $31.9M 3.72% +1,687 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,012 shares; 2024Q4: 28,062 shares; 2025Q1: 27,610 shares; 2025Q2: 27,429 shares; 2025Q3: 27,260 shares; 2025Q4: 27,176 shares; 2026Q1: 26,555 shares; 2026Q2: 25,851 shares 25,851 $26.1M 3.04% -704 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,982 shares; 2024Q4: 35,857 shares; 2025Q1: 35,716 shares; 2025Q2: 35,253 shares; 2025Q3: 34,871 shares; 2025Q4: 34,741 shares; 2026Q1: 34,260 shares; 2026Q2: 33,794 shares 33,794 $24.1M 2.81% -466 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: 70,178 shares; 2024Q4: 69,722 shares; 2025Q1: 69,268 shares; 2025Q2: 68,463 shares; 2025Q3: 68,243 shares; 2025Q4: 67,749 shares; 2026Q1: 67,013 shares; 2026Q2: 64,958 shares 64,958 $23M 2.67% -2,055 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: 70,800 shares; 2024Q4: 70,718 shares; 2025Q1: 70,414 shares; 2025Q2: 68,356 shares; 2025Q3: 67,786 shares; 2025Q4: 67,137 shares; 2026Q1: 80,406 shares; 2026Q2: 80,166 shares 80,166 $20.2M 2.35% -240 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: 171,738 shares; 2024Q4: 171,706 shares; 2025Q1: 171,251 shares; 2025Q2: 169,916 shares; 2025Q3: 169,888 shares; 2025Q4: 167,938 shares; 2026Q1: 164,662 shares; 2026Q2: 165,548 shares 165,548 $18.3M 2.13% +886 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,937 shares; 2024Q4: 24,202 shares; 2025Q1: 24,185 shares; 2025Q2: 24,025 shares; 2025Q3: 24,660 shares; 2025Q4: 25,232 shares; 2026Q1: 24,722 shares; 2026Q2: 24,668 shares 24,668 $15.6M 1.82% -54 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,504 shares; 2024Q4: 21,316 shares; 2025Q1: 21,060 shares; 2025Q2: 21,015 shares; 2025Q3: 20,913 shares; 2025Q4: 20,684 shares; 2026Q1: 19,898 shares; 2026Q2: 19,954 shares 19,954 $15.1M 1.76% +56 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: 91,759 shares; 2024Q4: 91,379 shares; 2025Q1: 91,021 shares; 2025Q2: 90,141 shares; 2025Q3: 89,225 shares; 2025Q4: 88,265 shares; 2026Q1: 66,541 shares; 2026Q2: 58,307 shares 58,307 $14.9M 1.73% -8,234 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: 79,923 shares; 2024Q4: 79,223 shares; 2025Q1: 78,473 shares; 2025Q2: 77,697 shares; 2025Q3: 75,751 shares; 2025Q4: 72,150 shares; 2026Q1: 93,518 shares; 2026Q2: 92,830 shares 92,830 $13.6M 1.58% -688 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,880 shares; 2024Q4: 41,014 shares; 2025Q1: 40,354 shares; 2025Q2: 39,776 shares; 2025Q3: 39,395 shares; 2025Q4: 38,671 shares; 2026Q1: 37,184 shares; 2026Q2: 36,726 shares 36,726 $13.6M 1.58% -458 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: 32,560 shares; 2024Q4: 34,390 shares; 2025Q1: 36,320 shares; 2025Q2: 35,810 shares; 2025Q3: 35,945 shares; 2025Q4: 36,666 shares; 2026Q1: 36,526 shares; 2026Q2: 36,433 shares 36,433 $13M 1.52% -93 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: 69,066 shares; 2024Q4: 70,431 shares; 2025Q1: 72,498 shares; 2025Q2: 73,032 shares; 2025Q3: 73,743 shares; 2025Q4: 73,269 shares; 2026Q1: 93,604 shares; 2026Q2: 93,216 shares 93,216 $12.7M 1.48% -388 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: 39,470 shares; 2024Q4: 39,470 shares; 2025Q1: 38,898 shares; 2025Q2: 38,918 shares; 2025Q3: 40,146 shares; 2025Q4: 39,626 shares; 2026Q1: 39,650 shares; 2026Q2: 39,471 shares 39,471 $12M 1.39% -179 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: 57,612 shares; 2024Q4: 62,087 shares; 2025Q1: 63,395 shares; 2025Q2: 64,502 shares; 2025Q3: 65,438 shares; 2025Q4: 68,053 shares; 2026Q1: 69,966 shares; 2026Q2: 70,189 shares 70,189 $11.6M 1.35% +223 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,401 shares; 2024Q4: 39,344 shares; 2025Q1: 39,193 shares; 2025Q2: 38,755 shares; 2025Q3: 38,811 shares; 2025Q4: 38,186 shares; 2026Q1: 37,383 shares; 2026Q2: 38,312 shares 38,312 $11.5M 1.34% +929 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: 106,637 shares; 2024Q4: 106,437 shares; 2025Q1: 105,656 shares; 2025Q2: 103,621 shares; 2025Q3: 102,544 shares; 2025Q4: 101,592 shares; 2026Q1: 92,994 shares; 2026Q2: 90,244 shares 90,244 $10.6M 1.23% -2,750 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,902 shares; 2024Q4: 12,165 shares; 2025Q1: 12,020 shares; 2025Q2: 11,854 shares; 2025Q3: 11,843 shares; 2025Q4: 11,224 shares; 2026Q1: 11,065 shares; 2026Q2: 84,082 shares 84,082 $10M 1.17% +73,017 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: 27,162 shares; 2024Q4: 27,462 shares; 2025Q1: 27,777 shares; 2025Q2: 27,957 shares; 2025Q3: 28,032 shares; 2025Q4: 30,444 shares; 2026Q1: 41,515 shares; 2026Q2: 41,825 shares 41,825 $9.97M 1.16% +310 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618 shares; 2024Q4: 1,146 shares; 2025Q1: 1,480 shares; 2025Q2: 2,519 shares; 2025Q3: 2,751 shares; 2025Q4: 3,012 shares; 2026Q1: 3,952 shares; 2026Q2: 5,071 shares 5,071 $9.9M 1.15% +1,119 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,655 shares; 2024Q4: 99,505 shares; 2025Q1: 107,811 shares; 2025Q2: 120,441 shares; 2025Q3: 128,606 shares; 2025Q4: 143,254 shares; 2026Q1: 161,603 shares; 2026Q2: 161,453 shares 161,453 $9.75M 1.14% -150 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,255 shares; 2024Q4: 38,155 shares; 2025Q1: 37,903 shares; 2025Q2: 37,368 shares; 2025Q3: 37,218 shares; 2025Q4: 36,903 shares; 2026Q1: 35,873 shares; 2026Q2: 35,877 shares 35,877 $9.7M 1.13% +4 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,481 shares; 2024Q4: 82,201 shares; 2025Q1: 91,011 shares; 2025Q2: 96,186 shares; 2025Q3: 98,404 shares; 2025Q4: 162,492 shares; 2026Q1: 198,648 shares; 2026Q2: 209,496 shares 209,496 $8.92M 1.04% +10,848 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: 62,724 shares; 2024Q4: 65,245 shares; 2025Q1: 67,794 shares; 2025Q2: 68,627 shares; 2025Q3: 69,787 shares; 2025Q4: 68,310 shares; 2026Q1: 65,836 shares; 2026Q2: 65,277 shares 65,277 $8.84M 1.03% -559 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: 63,446 shares; 2024Q4: 63,291 shares; 2025Q1: 62,419 shares; 2025Q2: 60,930 shares; 2025Q3: 60,440 shares; 2025Q4: 59,556 shares; 2026Q1: 58,922 shares; 2026Q2: 57,507 shares 57,507 $8.43M 0.98% -1,415 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: 21,467 shares; 2024Q4: 21,467 shares; 2025Q1: 21,389 shares; 2025Q2: 21,099 shares; 2025Q3: 21,319 shares; 2025Q4: 21,199 shares; 2026Q1: 23,961 shares; 2026Q2: 24,086 shares 24,086 $8.26M 0.96% +125 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,530 shares; 2024Q4: 31,462 shares; 2025Q1: 31,831 shares; 2025Q2: 31,012 shares; 2025Q3: 27,587 shares; 2025Q4: 26,504 shares; 2026Q1: 26,312 shares; 2026Q2: 26,361 shares 26,361 $8.25M 0.96% +49 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,434 shares; 2024Q4: 92,209 shares; 2025Q1: 92,763 shares; 2025Q2: 92,033 shares; 2025Q3: 91,422 shares; 2025Q4: 90,577 shares; 2026Q1: 92,218 shares; 2026Q2: 89,925 shares 89,925 $8.16M 0.95% -2,293 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,420 shares; 2024Q4: 26,450 shares; 2025Q1: 26,350 shares; 2025Q2: 25,940 shares; 2025Q3: 25,727 shares; 2025Q4: 25,426 shares; 2026Q1: 27,117 shares; 2026Q2: 26,542 shares 26,542 $7.78M 0.91% -575 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,820 shares; 2024Q4: 23,827 shares; 2025Q1: 23,532 shares; 2025Q2: 23,482 shares; 2025Q3: 23,452 shares; 2025Q4: 23,400 shares; 2026Q1: 23,732 shares; 2026Q2: 94,528 shares 94,528 $7.62M 0.89% +70,796 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,566 shares; 2024Q4: 101,996 shares; 2025Q1: 102,411 shares; 2025Q2: 99,731 shares; 2025Q3: 99,731 shares; 2025Q4: 95,558 shares; 2026Q1: 99,061 shares; 2026Q2: 97,226 shares 97,226 $7.57M 0.88% -1,835 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,187 shares; 2024Q4: 71,406 shares; 2025Q1: 71,276 shares; 2025Q2: 75,096 shares; 2025Q3: 74,811 shares; 2025Q4: 85,611 shares; 2026Q1: 84,621 shares; 2026Q2: 84,621 shares 84,621 $6.99M 0.81% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,785 shares; 2024Q4: 18,649 shares; 2025Q1: 18,342 shares; 2025Q2: 18,117 shares; 2025Q3: 18,017 shares; 2025Q4: 17,712 shares; 2026Q1: 17,567 shares; 2026Q2: 17,210 shares 17,210 $6.3M 0.73% -357 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: 12,928 shares; 2024Q4: 13,085 shares; 2025Q1: 12,984 shares; 2025Q2: 12,914 shares; 2025Q3: 12,914 shares; 2025Q4: 12,953 shares; 2026Q1: 12,191 shares; 2026Q2: 71,325 shares 71,325 $6.14M 0.72% +59,134 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: 25,789 shares; 2024Q4: 25,759 shares; 2025Q1: 25,944 shares; 2025Q2: 25,924 shares; 2025Q3: 21,274 shares; 2025Q4: 20,483 shares; 2026Q1: 20,686 shares; 2026Q2: 20,576 shares 20,576 $6.13M 0.71% -110 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: 16,884 shares; 2024Q4: 18,254 shares; 2025Q1: 19,826 shares; 2025Q2: 20,869 shares; 2025Q3: 20,944 shares; 2025Q4: 22,229 shares; 2026Q1: 23,452 shares; 2026Q2: 24,732 shares 24,732 $6.01M 0.7% +1,280 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,583 shares; 2024Q4: 20,583 shares; 2025Q1: 20,623 shares; 2025Q2: 20,193 shares; 2025Q3: 20,183 shares; 2025Q4: 20,123 shares; 2026Q1: 18,113 shares; 2026Q2: 17,555 shares 17,555 $5.8M 0.67% -558 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,358 shares; 2024Q4: 32,403 shares; 2025Q1: 32,515 shares; 2025Q2: 32,461 shares; 2025Q3: 33,833 shares; 2025Q4: 34,151 shares; 2026Q1: 41,649 shares; 2026Q2: 41,229 shares 41,229 $5.35M 0.62% -420 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,949 shares; 2024Q4: 39,014 shares; 2025Q1: 39,479 shares; 2025Q2: 40,269 shares; 2025Q3: 40,179 shares; 2025Q4: 40,004 shares; 2026Q1: 38,723 shares; 2026Q2: 38,178 shares 38,178 $5.34M 0.62% -545 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: 26,579 shares; 2024Q4: 26,039 shares; 2025Q1: 25,794 shares; 2025Q2: 25,123 shares; 2025Q3: 25,223 shares; 2025Q4: 25,383 shares; 2026Q1: 25,673 shares; 2026Q2: 25,073 shares 25,073 $5.24M 0.61% -600 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: 23,560 shares; 2024Q4: 23,634 shares; 2025Q1: 23,654 shares; 2025Q2: 23,954 shares; 2025Q3: 24,089 shares; 2025Q4: 24,034 shares; 2026Q1: 23,373 shares; 2026Q2: 23,920 shares 23,920 $5.21M 0.61% +547 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,153 shares; 2024Q4: 25,063 shares; 2025Q1: 24,872 shares; 2025Q2: 24,503 shares; 2025Q3: 24,363 shares; 2025Q4: 23,973 shares; 2026Q1: 23,113 shares; 2026Q2: 22,042 shares 22,042 $4.94M 0.57% -1,071 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: 9,712 shares; 2024Q4: 9,712 shares; 2025Q1: 8,839 shares; 2025Q2: 9,039 shares; 2025Q3: 8,539 shares; 2025Q4: 8,539 shares; 2026Q1: 43,172 shares; 2026Q2: 43,072 shares 43,072 $4.88M 0.57% -100 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: 66,379 shares; 2024Q4: 76,516 shares; 2025Q1: 76,561 shares; 2025Q2: 82,071 shares; 2025Q3: 82,171 shares; 2025Q4: 81,531 shares; 2026Q1: 80,906 shares; 2026Q2: 83,496 shares 83,496 $4.86M 0.57% +2,590 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: 82,677 shares; 2024Q4: 82,177 shares; 2025Q1: 82,802 shares; 2025Q2: 79,552 shares; 2025Q3: 78,852 shares; 2025Q4: 83,032 shares; 2026Q1: 81,642 shares; 2026Q2: 82,474 shares 82,474 $4.7M 0.55% +832 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,807 shares; 2024Q4: 7,807 shares; 2025Q1: 8,422 shares; 2025Q2: 8,122 shares; 2025Q3: 8,072 shares; 2025Q4: 7,972 shares; 2026Q1: 27,273 shares; 2026Q2: 27,343 shares 27,343 $4.64M 0.54% +70 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; 2024Q3: 11,460 shares; 2024Q4: 11,460 shares; 2025Q1: 11,315 shares; 2025Q2: 11,365 shares; 2025Q3: 11,365 shares; 2025Q4: 11,190 shares; 2026Q1: 20,408 shares; 2026Q2: 23,078 shares 23,078 $4.63M 0.54% +2,670 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: 12,186 shares; 2024Q4: 12,791 shares; 2025Q1: 13,630 shares; 2025Q2: 16,208 shares; 2025Q3: 16,606 shares; 2025Q4: 18,416 shares; 2026Q1: 20,182 shares; 2026Q2: 22,379 shares 22,379 $4.42M 0.51% +2,197 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,604 shares; 2024Q4: 63,414 shares; 2025Q1: 63,374 shares; 2025Q2: 62,454 shares; 2025Q3: 62,461 shares; 2025Q4: 61,811 shares; 2026Q1: 61,709 shares; 2026Q2: 61,043 shares 61,043 $4.14M 0.48% -666 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: 28,273 shares; 2024Q4: 28,053 shares; 2025Q1: 28,053 shares; 2025Q2: 27,903 shares; 2025Q3: 27,553 shares; 2025Q4: 27,553 shares; 2026Q1: 26,053 shares; 2026Q2: 26,008 shares 26,008 $4.11M 0.48% -45 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,268 shares; 2024Q4: 14,758 shares; 2025Q1: 15,328 shares; 2025Q2: 17,169 shares; 2025Q3: 17,239 shares; 2025Q4: 17,484 shares; 2026Q1: 17,124 shares; 2026Q2: 17,144 shares 17,144 $4.08M 0.48% +20 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,441 shares; 2026Q2: 23,441 shares 23,441 $3.55M 0.41% 0 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; 2024Q3: 39,954 shares; 2024Q4: 38,102 shares; 2025Q1: 41,617 shares; 2025Q2: 43,847 shares; 2025Q3: 44,762 shares; 2025Q4: 45,158 shares; 2026Q1: 43,968 shares; 2026Q2: 44,268 shares 44,268 $3.5M 0.41% +300 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,466 shares; 2024Q4: 38,867 shares; 2025Q1: 35,620 shares; 2025Q2: 34,991 shares; 2025Q3: 40,214 shares; 2025Q4: 38,634 shares; 2026Q1: 34,704 shares; 2026Q2: 33,648 shares 33,648 $3.48M 0.41% -1,056 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,437 shares; 2024Q4: 46,387 shares; 2025Q1: 46,368 shares; 2025Q2: 46,413 shares; 2025Q3: 46,360 shares; 2025Q4: 45,710 shares; 2026Q1: 45,625 shares; 2026Q2: 45,015 shares 45,015 $3.41M 0.4% -610 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,396 shares; 2024Q4: 20,756 shares; 2025Q1: 21,646 shares; 2025Q2: 22,435 shares; 2025Q3: 21,930 shares; 2025Q4: 21,821 shares; 2026Q1: 21,796 shares; 2026Q2: 21,741 shares 21,741 $3.22M 0.38% -55 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,875 shares; 2024Q4: 31,150 shares; 2025Q1: 32,545 shares; 2025Q2: 32,360 shares; 2025Q3: 32,875 shares; 2025Q4: 32,875 shares; 2026Q1: 37,545 shares; 2026Q2: 37,010 shares 37,010 $3.16M 0.37% -535 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,645 shares; 2025Q1: 6,330 shares; 2025Q2: 8,865 shares; 2025Q3: 23,750 shares; 2025Q4: 37,057 shares; 2026Q1: 40,014 shares; 2026Q2: 34,327 shares 34,327 $3.15M 0.37% -5,687 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,886 shares; 2024Q4: 49,482 shares; 2025Q1: 56,177 shares; 2025Q2: 58,540 shares; 2025Q3: 58,120 shares; 2025Q4: 61,022 shares; 2026Q1: 76,167 shares; 2026Q2: 72,322 shares 72,322 $3.06M 0.36% -3,845 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: 4,150 shares; 2024Q4: 3,790 shares; 2025Q1: 3,668 shares; 2025Q2: 4,164 shares; 2025Q3: 4,047 shares; 2025Q4: 3,846 shares; 2026Q1: 4,524 shares; 2026Q2: 4,253 shares 4,253 $2.92M 0.34% -271 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,158 shares; 2024Q4: 11,731 shares; 2025Q1: 12,105 shares; 2025Q2: 12,105 shares; 2025Q3: 12,103 shares; 2025Q4: 11,843 shares; 2026Q1: 11,290 shares; 2026Q2: 10,228 shares 10,228 $2.88M 0.33% -1,062 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; 2024Q3: 80,624 shares; 2024Q4: 80,054 shares; 2025Q1: 79,639 shares; 2025Q2: 77,809 shares; 2025Q3: 74,382 shares; 2025Q4: 67,594 shares; 2026Q1: 45,970 shares; 2026Q2: 45,213 shares 45,213 $2.62M 0.3% -757 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,800 shares; 2024Q4: 30,800 shares; 2025Q1: 32,700 shares; 2025Q2: 36,500 shares; 2025Q3: 37,400 shares; 2025Q4: 38,200 shares; 2026Q1: 42,940 shares; 2026Q2: 50,570 shares 50,570 $2.56M 0.3% +7,630 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,636 shares; 2024Q4: 15,582 shares; 2025Q1: 15,350 shares; 2025Q2: 15,167 shares; 2025Q3: 15,512 shares; 2025Q4: 32,005 shares; 2026Q1: 38,269 shares; 2026Q2: 36,229 shares 36,229 $2.47M 0.29% -2,040 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,826 shares; 2024Q4: 2,826 shares; 2025Q1: 2,996 shares; 2025Q2: 2,967 shares; 2025Q3: 2,868 shares; 2025Q4: 2,849 shares; 2026Q1: 2,767 shares; 2026Q2: 3,249 shares 3,249 $2.43M 0.28% +482 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: 1,873 shares; 2024Q4: 1,853 shares; 2025Q1: 1,922 shares; 2025Q2: 1,732 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: 6,827 shares; 2026Q2: 6,452 shares 6,452 $2.34M 0.27% -375 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: 17,225 shares; 2024Q4: 17,032 shares; 2025Q1: 16,816 shares; 2025Q2: 16,232 shares; 2025Q3: 16,184 shares; 2025Q4: 15,994 shares; 2026Q1: 15,186 shares; 2026Q2: 13,576 shares 13,576 $2.2M 0.26% -1,610 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,753 shares 28,753 $2.18M 0.25% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,860 shares; 2024Q4: 22,860 shares; 2025Q1: 22,860 shares; 2025Q2: 22,260 shares; 2025Q3: 22,240 shares; 2025Q4: 22,240 shares; 2026Q1: 21,560 shares; 2026Q2: 22,133 shares 22,133 $2.13M 0.25% +573 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,981 shares; 2024Q4: 28,416 shares; 2025Q1: 29,876 shares; 2025Q2: 14,993 shares; 2025Q3: 17,372 shares; 2025Q4: 15,772 shares; 2026Q1: 20,069 shares; 2026Q2: 19,264 shares 19,264 $2.07M 0.24% -805 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,864 shares 12,864 $1.94M 0.23% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 3,940 shares; 2025Q1: 3,940 shares; 2025Q2: 5,620 shares; 2025Q3: 5,980 shares; 2025Q4: 5,960 shares; 2026Q1: 6,904 shares; 2026Q2: 6,944 shares 6,944 $1.89M 0.22% +40 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,864 shares; 2024Q4: 27,689 shares; 2025Q1: 27,409 shares; 2025Q2: 24,299 shares; 2025Q3: 24,299 shares; 2025Q4: 24,189 shares; 2026Q1: 24,089 shares; 2026Q2: 24,179 shares 24,179 $1.77M 0.21% +90 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; 2024Q3: 13,129 shares; 2024Q4: 13,117 shares; 2025Q1: 13,117 shares; 2025Q2: 13,113 shares; 2025Q3: 12,917 shares; 2025Q4: 12,645 shares; 2026Q1: 12,086 shares; 2026Q2: 12,086 shares 12,086 $1.77M 0.21% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,555 shares; 2024Q4: 21,605 shares; 2025Q1: 21,869 shares; 2025Q2: 23,244 shares; 2025Q3: 23,244 shares; 2025Q4: 23,119 shares; 2026Q1: 22,984 shares; 2026Q2: 22,829 shares 22,829 $1.76M 0.21% -155 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,182 shares; 2026Q2: 24,028 shares 24,028 $1.73M 0.2% +15,846 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,166 shares; 2024Q4: 15,877 shares; 2025Q1: 16,567 shares; 2025Q2: 15,277 shares; 2025Q3: 14,087 shares; 2025Q4: 13,159 shares; 2026Q1: 12,559 shares; 2026Q2: 9,559 shares 9,559 $1.68M 0.2% -3,000 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 2,655 shares; 2026Q1: 10,088 shares; 2026Q2: 14,193 shares 14,193 $1.67M 0.19% +4,105 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: 17,009 shares; 2024Q4: 17,109 shares; 2025Q1: 17,446 shares; 2025Q2: 17,446 shares; 2025Q3: 19,196 shares; 2025Q4: 19,202 shares; 2026Q1: 20,416 shares; 2026Q2: 20,336 shares 20,336 $1.65M 0.19% -80 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,388 shares; 2024Q4: 74,670 shares; 2025Q1: 74,671 shares; 2025Q2: 76,648 shares; 2025Q3: 78,600 shares; 2025Q4: 79,007 shares; 2026Q1: 78,818 shares; 2026Q2: 78,420 shares 78,420 $1.62M 0.19% -398 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,751 shares; 2024Q4: 30,553 shares; 2025Q1: 30,851 shares; 2025Q2: 28,251 shares; 2025Q3: 28,251 shares; 2025Q4: 28,251 shares; 2026Q1: 28,251 shares; 2026Q2: 28,441 shares 28,441 $1.61M 0.19% +190 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: 2,830 shares; 2024Q4: 2,820 shares; 2025Q1: 2,795 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 2,675 shares; 2026Q1: 2,665 shares; 2026Q2: 3,097 shares 3,097 $1.59M 0.19% +432 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,580 shares; 2024Q4: 18,060 shares; 2025Q1: 18,030 shares; 2025Q2: 17,870 shares; 2025Q3: 17,205 shares; 2025Q4: 16,262 shares; 2026Q1: 15,862 shares; 2026Q2: 15,642 shares 15,642 $1.55M 0.18% -220 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,922 shares; 2024Q4: 49,703 shares; 2025Q1: 48,963 shares; 2025Q2: 11,728 shares; 2025Q3: 11,628 shares; 2025Q4: 11,293 shares; 2026Q1: 29,496 shares; 2026Q2: 30,681 shares 30,681 $1.53M 0.18% +1,185 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,700 shares; 2026Q2: 19,588 shares 19,588 $1.48M 0.17% +11,888 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: 4,187 shares; 2024Q4: 4,127 shares; 2025Q1: 4,202 shares; 2025Q2: 4,202 shares; 2025Q3: 4,202 shares; 2025Q4: 4,143 shares; 2026Q1: 4,186 shares; 2026Q2: 4,161 shares 4,161 $1.47M 0.17% -25 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,780 shares; 2026Q2: 56,780 shares 56,780 $1.46M 0.17% 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: 3,913 shares; 2024Q4: 3,913 shares; 2025Q1: 3,913 shares; 2025Q2: 3,913 shares; 2025Q3: 3,913 shares; 2025Q4: 3,913 shares; 2026Q1: 3,913 shares; 2026Q2: 3,922 shares 3,922 $1.33M 0.15% +9 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: 384 shares; 2024Q4: 312 shares; 2025Q1: 753 shares; 2025Q2: 876 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 1,035 shares 1,035 $1.24M 0.14% +155 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,513 shares; 2026Q2: 12,513 shares 12,513 $1.23M 0.14% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,278 shares; 2024Q4: 21,958 shares; 2025Q1: 19,473 shares; 2025Q2: 18,898 shares; 2025Q3: 12,918 shares; 2025Q4: 12,868 shares; 2026Q1: 12,293 shares; 2026Q2: 11,826 shares 11,826 $1.21M 0.14% -467 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 716 shares; 2026Q1: 1,205 shares; 2026Q2: 2,143 shares 2,143 $1.21M 0.14% +938 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,331 shares; 2026Q2: 5,235 shares 5,235 $1.14M 0.13% +904 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,966 shares; 2024Q4: 5,006 shares; 2025Q1: 5,211 shares; 2025Q2: 5,211 shares; 2025Q3: 5,211 shares; 2025Q4: 5,151 shares; 2026Q1: 5,151 shares; 2026Q2: 5,151 shares 5,151 $1.14M 0.13% 0 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: 1,752 shares; 2024Q4: 3,971 shares; 2025Q1: 5,113 shares; 2025Q2: 5,381 shares; 2025Q3: 5,371 shares; 2025Q4: 5,371 shares; 2026Q1: 5,770 shares; 2026Q2: 5,236 shares 5,236 $1.11M 0.13% -534 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,105 shares; 2024Q4: 14,105 shares; 2025Q1: 14,105 shares; 2025Q2: 13,708 shares; 2025Q3: 13,463 shares; 2025Q4: 13,295 shares; 2026Q1: 12,916 shares; 2026Q2: 24,606 shares 24,606 $1.1M 0.13% +11,690 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,913 shares; 2024Q4: 32,611 shares; 2025Q1: 39,756 shares; 2025Q2: 39,456 shares; 2025Q3: 41,479 shares; 2025Q4: 36,820 shares; 2026Q1: 35,920 shares; 2026Q2: 26,699 shares 26,699 $1.1M 0.13% -9,221 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,097 shares; 2026Q2: 24,097 shares 24,097 $1.05M 0.12% 0 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: 1,541 shares; 2024Q4: 1,450 shares; 2025Q1: 1,404 shares; 2025Q2: 1,420 shares; 2025Q3: 1,400 shares; 2025Q4: 1,390 shares; 2026Q1: 1,295 shares; 2026Q2: 1,245 shares 1,245 $932K 0.11% -50 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,401 shares; 2024Q4: 38,970 shares; 2025Q1: 36,430 shares; 2025Q2: 33,730 shares; 2025Q3: 32,592 shares; 2025Q4: 32,292 shares; 2026Q1: 32,292 shares; 2026Q2: 29,192 shares 29,192 $890K 0.1% -3,100 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,158 shares; 2024Q4: 7,158 shares; 2025Q1: 7,158 shares; 2025Q2: 6,858 shares; 2025Q3: 6,858 shares; 2025Q4: 6,858 shares; 2026Q1: 6,858 shares; 2026Q2: 8,131 shares 8,131 $845K 0.1% +1,273 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 937 shares; 2024Q4: 937 shares; 2025Q1: 937 shares; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 1,027 shares; 2026Q2: 941 shares 941 $693K 0.08% -86 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,013 shares; 2024Q4: 4,013 shares; 2025Q1: 3,762 shares; 2025Q2: 3,762 shares; 2025Q3: 3,352 shares; 2025Q4: 3,269 shares; 2026Q1: 2,803 shares; 2026Q2: 2,803 shares 2,803 $672K 0.08% 0 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: 2,757 shares; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 2,767 shares; 2025Q3: 2,767 shares; 2025Q4: 2,767 shares; 2026Q1: 2,767 shares; 2026Q2: 2,767 shares 2,767 $655K 0.08% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,761 shares; 2026Q2: 8,761 shares 8,761 $638K 0.07% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,695 shares; 2024Q4: 3,695 shares; 2025Q1: 3,695 shares; 2025Q2: 3,695 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares; 2026Q1: 3,695 shares; 2026Q2: 3,695 shares 3,695 $607K 0.07% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,874 shares; 2025Q3: 2,874 shares; 2025Q4: 2,624 shares; 2026Q1: 2,624 shares; 2026Q2: 6,900 shares 6,900 $606K 0.07% +4,276 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; 2024Q3: 4,648 shares; 2024Q4: 4,598 shares; 2025Q1: 4,148 shares; 2025Q2: 3,708 shares; 2025Q3: 3,608 shares; 2025Q4: 3,318 shares; 2026Q1: 3,518 shares; 2026Q2: 2,698 shares 2,698 $595K 0.07% -820 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,625 shares; 2024Q4: 11,626 shares; 2025Q1: 12,264 shares; 2025Q2: 11,959 shares; 2025Q3: 11,849 shares; 2025Q4: 12,018 shares; 2026Q1: 13,095 shares; 2026Q2: 12,303 shares 12,303 $572K 0.07% -792 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: 762 shares; 2024Q4: 727 shares; 2025Q1: 710 shares; 2025Q2: 690 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 585 shares; 2026Q2: 550 shares 550 $515K 0.06% -35 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,936 shares 2,936 $459K 0.05% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,800 shares; 2024Q4: 7,704 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,209 shares; 2026Q2: 18,467 shares 18,467 $453K 0.05% +258 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,703 shares 2,703 $451K 0.05% new Timeline VCIT 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: 3,980 shares; 2024Q4: 4,280 shares; 2025Q1: 5,000 shares; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares; 2025Q4: 5,230 shares; 2026Q1: 5,230 shares; 2026Q2: 5,430 shares 5,430 $449K 0.05% +200 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $434K 0.05% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,829 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,435 shares; 2026Q2: 9,744 shares 9,744 $400K 0.05% +309 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,268 shares; 2026Q1: 2,288 shares; 2026Q2: 2,618 shares 2,618 $364K 0.04% +330 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 7,495 shares; 2025Q2: 7,195 shares; 2025Q3: 7,050 shares; 2025Q4: 7,050 shares; 2026Q1: 6,650 shares; 2026Q2: 7,100 shares 7,100 $353K 0.04% +450 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,595 shares; 2026Q2: 4,595 shares 4,595 $352K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 269 shares; 2026Q2: 282 shares 282 $331K 0.04% +13 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,376 shares; 2026Q2: 3,411 shares 3,411 $329K 0.04% +35 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,300 shares; 2024Q4: 16,500 shares; 2025Q1: 14,800 shares; 2025Q2: 14,400 shares; 2025Q3: 15,600 shares; 2025Q4: 16,100 shares; 2026Q1: 15,200 shares; 2026Q2: 15,200 shares 15,200 $290K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 785 shares 785 $289K 0.03% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,269 shares; 2025Q1: 2,701 shares; 2025Q2: 2,701 shares; 2025Q3: 2,701 shares; 2025Q4: 2,701 shares; 2026Q1: 2,701 shares; 2026Q2: 2,701 shares 2,701 $281K 0.03% 0 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,695 shares; 2024Q4: not reported; 2025Q1: 3,695 shares; 2025Q2: 3,695 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares; 2026Q1: 3,695 shares; 2026Q2: 3,695 shares 3,695 $271K 0.03% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,443 shares; 2024Q4: 14,362 shares; 2025Q1: 14,197 shares; 2025Q2: 14,867 shares; 2025Q3: 3,824 shares; 2025Q4: 3,674 shares; 2026Q1: 3,134 shares; 2026Q2: 2,798 shares 2,798 $267K 0.03% -336 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 688 shares 688 $260K 0.03% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,722 shares; 2024Q4: 34,672 shares; 2025Q1: 32,182 shares; 2025Q2: 31,742 shares; 2025Q3: 28,462 shares; 2025Q4: 19,346 shares; 2026Q1: 7,910 shares; 2026Q2: 7,090 shares 7,090 $247K 0.03% -820 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,074 shares; 2026Q2: 1,139 shares 1,139 $247K 0.03% +65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,722 shares 3,722 $222K 0.03% new Timeline OBT ORANGE CNTY BANCORP INC More: the full row for ORANGE CNTY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,800 shares; 2025Q3: not reported; 2025Q4: 8,300 shares; 2026Q1: not reported; 2026Q2: 5,800 shares 5,800 $213K 0.02% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,550 shares 3,550 $205K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,425 shares 2,425 $203K 0.02% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,973 shares; 2026Q2: 15,973 shares 15,973 $157K 0.02% 0 Timeline