SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,294 shares; 2024Q4: 256,581 shares; 2025Q1: 256,669 shares; 2025Q2: 254,513 shares; 2025Q3: 254,150 shares; 2025Q4: 252,176 shares; 2026Q1: 243,176 shares; 2026Q2: 243,264 shares 243,264 $76.6M 17% +88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,756 shares; 2025Q4: 36,074 shares; 2026Q1: 443,136 shares; 2026Q2: 586,781 shares 586,781 $48.1M 10.67% +143,645 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: 42,096 shares; 2024Q4: 42,605 shares; 2025Q1: 43,862 shares; 2025Q2: 45,801 shares; 2025Q3: 45,229 shares; 2025Q4: 44,193 shares; 2026Q1: 41,480 shares; 2026Q2: 37,948 shares 37,948 $26.1M 5.78% -3,532 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: 65,215 shares; 2024Q4: 65,436 shares; 2025Q1: 69,424 shares; 2025Q2: 65,363 shares; 2025Q3: 64,993 shares; 2025Q4: 63,058 shares; 2026Q1: 60,550 shares; 2026Q2: 63,858 shares 63,858 $18.5M 4.1% +3,308 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: 164,460 shares; 2024Q4: 167,130 shares; 2025Q1: 171,646 shares; 2025Q2: 173,951 shares; 2025Q3: 173,494 shares; 2025Q4: 170,351 shares; 2026Q1: 145,841 shares; 2026Q2: 119,020 shares 119,020 $17.7M 3.92% -26,821 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: 172,030 shares; 2024Q4: 174,318 shares; 2025Q1: 172,645 shares; 2025Q2: 178,132 shares; 2025Q3: 188,501 shares; 2025Q4: 192,667 shares; 2026Q1: 192,108 shares; 2026Q2: 184,623 shares 184,623 $15.8M 3.5% -7,485 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,354 shares; 2026Q1: 161,857 shares; 2026Q2: 357,002 shares 357,002 $14.7M 3.27% +195,145 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: 21,156 shares; 2024Q4: 22,654 shares; 2025Q1: 24,220 shares; 2025Q2: 24,616 shares; 2025Q3: 25,994 shares; 2025Q4: 25,878 shares; 2026Q1: 25,248 shares; 2026Q2: 150,746 shares 150,746 $13M 2.88% +125,498 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: 45,424 shares; 2024Q4: 48,167 shares; 2025Q1: 49,314 shares; 2025Q2: 53,974 shares; 2025Q3: 54,774 shares; 2025Q4: 54,630 shares; 2026Q1: 54,731 shares; 2026Q2: 53,381 shares 53,381 $12.6M 2.8% -1,350 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: 48,452 shares; 2024Q4: 52,673 shares; 2025Q1: 56,712 shares; 2025Q2: 56,057 shares; 2025Q3: 59,095 shares; 2025Q4: 59,763 shares; 2026Q1: 58,082 shares; 2026Q2: 57,101 shares 57,101 $12.4M 2.76% -981 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: 15,932 shares; 2024Q4: 30,143 shares; 2025Q1: 31,980 shares; 2025Q2: 33,356 shares; 2025Q3: 34,180 shares; 2025Q4: 33,541 shares; 2026Q1: 33,384 shares; 2026Q2: 33,122 shares 33,122 $12.3M 2.72% -262 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: 3,808 shares; 2024Q4: 19,023 shares; 2025Q1: 19,094 shares; 2025Q2: 16,141 shares; 2025Q3: 16,171 shares; 2025Q4: 16,200 shares; 2026Q1: 16,220 shares; 2026Q2: 16,217 shares 16,217 $11.9M 2.65% -3 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: 17,011 shares; 2024Q4: 17,527 shares; 2025Q1: 19,051 shares; 2025Q2: 17,948 shares; 2025Q3: 18,021 shares; 2025Q4: 18,016 shares; 2026Q1: 18,203 shares; 2026Q2: 18,324 shares 18,324 $6.84M 1.52% +121 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,386 shares; 2024Q4: 82,179 shares; 2025Q1: 105,825 shares; 2025Q2: 119,051 shares; 2025Q3: 122,341 shares; 2025Q4: 125,820 shares; 2026Q1: 134,099 shares; 2026Q2: 141,395 shares 141,395 $6.67M 1.48% +7,296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,805 shares; 2025Q4: 14,894 shares; 2026Q1: 45,787 shares; 2026Q2: 77,306 shares 77,306 $6.11M 1.36% +31,519 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,017 shares; 2024Q4: 43,903 shares; 2025Q1: 70,621 shares; 2025Q2: 93,389 shares; 2025Q3: 98,838 shares; 2025Q4: 107,249 shares; 2026Q1: 120,953 shares; 2026Q2: 137,150 shares 137,150 $5.21M 1.16% +16,197 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: 13,828 shares; 2024Q4: 15,171 shares; 2025Q1: 15,650 shares; 2025Q2: 15,762 shares; 2025Q3: 17,147 shares; 2025Q4: 16,863 shares; 2026Q1: 16,904 shares; 2026Q2: 16,453 shares 16,453 $4.99M 1.11% -451 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: 32,792 shares; 2024Q4: 39,373 shares; 2025Q1: 49,677 shares; 2025Q2: 54,192 shares; 2025Q3: 56,706 shares; 2025Q4: 64,626 shares; 2026Q1: 70,329 shares; 2026Q2: 78,342 shares 78,342 $4.56M 1.01% +8,013 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: not reported; 2024Q4: 5,861 shares; 2025Q1: 5,864 shares; 2025Q2: 5,865 shares; 2025Q3: 5,920 shares; 2025Q4: 5,896 shares; 2026Q1: 5,913 shares; 2026Q2: 5,928 shares 5,928 $4.43M 0.98% +15 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,609 shares; 2026Q2: 50,885 shares 50,885 $4.36M 0.97% +25,276 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: 43,054 shares; 2024Q4: 46,008 shares; 2025Q1: 43,859 shares; 2025Q2: 42,659 shares; 2025Q3: 43,950 shares; 2025Q4: 46,932 shares; 2026Q1: 63,974 shares; 2026Q2: 77,985 shares 77,985 $3.88M 0.86% +14,011 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,897 shares; 2024Q4: 80,121 shares; 2025Q1: 91,554 shares; 2025Q2: 101,296 shares; 2025Q3: 101,860 shares; 2025Q4: 104,151 shares; 2026Q1: 105,153 shares; 2026Q2: 116,910 shares 116,910 $3.71M 0.82% +11,757 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,354 shares; 2024Q4: 10,362 shares; 2025Q1: 10,864 shares; 2025Q2: 10,453 shares; 2025Q3: 10,544 shares; 2025Q4: 10,769 shares; 2026Q1: 10,939 shares; 2026Q2: 43,870 shares 43,870 $3.53M 0.78% +32,931 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: 5,409 shares; 2024Q4: 5,382 shares; 2025Q1: 5,240 shares; 2025Q2: 5,098 shares; 2025Q3: 5,020 shares; 2025Q4: 5,003 shares; 2026Q1: 4,705 shares; 2026Q2: 4,707 shares 4,707 $3.53M 0.78% +2 Timeline VXF 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: 24,998 shares; 2024Q4: 21,558 shares; 2025Q1: 20,141 shares; 2025Q2: 17,465 shares; 2025Q3: 15,318 shares; 2025Q4: 13,483 shares; 2026Q1: 13,267 shares; 2026Q2: 11,694 shares 11,694 $2.88M 0.64% -1,573 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,940 shares; 2025Q3: 2,943 shares; 2025Q4: 2,946 shares; 2026Q1: 2,928 shares; 2026Q2: 23,453 shares 23,453 $2.8M 0.62% +20,525 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: 23,390 shares; 2024Q4: 23,324 shares; 2025Q1: 23,360 shares; 2025Q2: 23,385 shares; 2025Q3: 23,397 shares; 2025Q4: 23,557 shares; 2026Q1: 23,567 shares; 2026Q2: 23,596 shares 23,596 $2.67M 0.59% +29 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: 33,697 shares; 2024Q4: 34,203 shares; 2025Q1: 34,203 shares; 2025Q2: 34,593 shares; 2025Q3: 36,308 shares; 2025Q4: 36,572 shares; 2026Q1: 26,095 shares; 2026Q2: 26,399 shares 26,399 $2.55M 0.57% +304 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,517 shares; 2024Q4: 43,534 shares; 2025Q1: 51,214 shares; 2025Q2: 51,413 shares; 2025Q3: 67,028 shares; 2025Q4: 71,861 shares; 2026Q1: 72,133 shares; 2026Q2: 72,983 shares 72,983 $2.53M 0.56% +850 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,319 shares; 2025Q1: 3,319 shares; 2025Q2: 3,319 shares; 2025Q3: 3,304 shares; 2025Q4: 3,313 shares; 2026Q1: 3,325 shares; 2026Q2: 3,332 shares 3,332 $2.34M 0.52% +7 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: 7,724 shares; 2024Q4: 7,724 shares; 2025Q1: 7,508 shares; 2025Q2: 7,559 shares; 2025Q3: 7,400 shares; 2025Q4: 7,392 shares; 2026Q1: 7,394 shares; 2026Q2: 7,362 shares 7,362 $2.07M 0.46% -32 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,575 shares; 2024Q4: 16,694 shares; 2025Q1: 25,767 shares; 2025Q2: 43,405 shares; 2025Q3: 47,527 shares; 2025Q4: 51,886 shares; 2026Q1: 53,031 shares; 2026Q2: 52,919 shares 52,919 $1.98M 0.44% -112 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: 7,731 shares; 2024Q4: 7,733 shares; 2025Q1: 7,735 shares; 2025Q2: 7,627 shares; 2025Q3: 6,990 shares; 2025Q4: 7,183 shares; 2026Q1: 7,229 shares; 2026Q2: 7,237 shares 7,237 $1.96M 0.43% +8 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: 5,507 shares; 2024Q4: 5,508 shares; 2025Q1: 5,518 shares; 2025Q2: 5,506 shares; 2025Q3: 5,508 shares; 2025Q4: 5,240 shares; 2026Q1: 5,377 shares; 2026Q2: 5,431 shares 5,431 $1.94M 0.43% +54 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,746 shares; 2024Q4: 17,109 shares; 2025Q1: 27,961 shares; 2025Q2: 30,204 shares; 2025Q3: 30,759 shares; 2025Q4: 68,892 shares; 2026Q1: 70,914 shares; 2026Q2: 72,462 shares 72,462 $1.9M 0.42% +1,548 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,589 shares; 2024Q4: 23,630 shares; 2025Q1: 25,038 shares; 2025Q2: 25,480 shares; 2025Q3: 25,422 shares; 2025Q4: 26,559 shares; 2026Q1: 34,335 shares; 2026Q2: 36,803 shares 36,803 $1.81M 0.4% +2,468 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,868 shares; 2024Q4: 36,202 shares; 2025Q1: 38,047 shares; 2025Q2: 40,581 shares; 2025Q3: 40,875 shares; 2025Q4: 39,595 shares; 2026Q1: 39,992 shares; 2026Q2: 39,922 shares 39,922 $1.78M 0.39% -70 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,985 shares; 2025Q1: 41,866 shares; 2025Q2: 48,080 shares; 2025Q3: 52,830 shares; 2025Q4: 55,349 shares; 2026Q1: 55,624 shares; 2026Q2: 53,477 shares 53,477 $1.76M 0.39% -2,147 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,866 shares; 2024Q4: 11,927 shares; 2025Q1: 11,955 shares; 2025Q2: 13,413 shares; 2025Q3: 14,273 shares; 2025Q4: 15,907 shares; 2026Q1: 17,047 shares; 2026Q2: 18,002 shares 18,002 $1.72M 0.38% +955 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: 14,439 shares; 2024Q4: 13,667 shares; 2025Q1: 11,841 shares; 2025Q2: 11,676 shares; 2025Q3: 11,562 shares; 2025Q4: 11,730 shares; 2026Q1: 11,811 shares; 2026Q2: 11,671 shares 11,671 $1.71M 0.38% -140 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,721 shares; 2025Q2: 16,040 shares; 2025Q3: 25,968 shares; 2025Q4: 29,265 shares; 2026Q1: 27,399 shares; 2026Q2: 28,441 shares 28,441 $1.68M 0.37% +1,042 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: 10,640 shares; 2024Q4: 12,227 shares; 2025Q1: 12,944 shares; 2025Q2: 12,509 shares; 2025Q3: 13,416 shares; 2025Q4: 14,529 shares; 2026Q1: 13,388 shares; 2026Q2: 14,191 shares 14,191 $1.67M 0.37% +803 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: 7,155 shares; 2024Q4: 7,150 shares; 2025Q1: 6,887 shares; 2025Q2: 7,097 shares; 2025Q3: 7,118 shares; 2025Q4: 6,819 shares; 2026Q1: 6,819 shares; 2026Q2: 6,835 shares 6,835 $1.63M 0.36% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,546 shares; 2026Q2: 31,968 shares 31,968 $1.62M 0.36% +22,422 Timeline VIGI 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: 16,003 shares; 2024Q4: 16,262 shares; 2025Q1: 17,064 shares; 2025Q2: 18,149 shares; 2025Q3: 18,495 shares; 2025Q4: 17,890 shares; 2026Q1: 16,569 shares; 2026Q2: 16,748 shares 16,748 $1.56M 0.35% +179 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,545 shares; 2024Q4: 4,546 shares; 2025Q1: 4,861 shares; 2025Q2: 4,595 shares; 2025Q3: 4,596 shares; 2025Q4: 4,597 shares; 2026Q1: 4,615 shares; 2026Q2: 4,622 shares 4,622 $1.51M 0.34% +7 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: 21,962 shares; 2024Q4: 22,025 shares; 2025Q1: 21,989 shares; 2025Q2: 22,036 shares; 2025Q3: 21,924 shares; 2025Q4: 21,998 shares; 2026Q1: 19,308 shares; 2026Q2: 19,339 shares 19,339 $1.49M 0.33% +31 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: 10,509 shares; 2024Q4: 11,140 shares; 2025Q1: 11,859 shares; 2025Q2: 11,737 shares; 2025Q3: 10,826 shares; 2025Q4: 10,627 shares; 2026Q1: 10,629 shares; 2026Q2: 10,736 shares 10,736 $1.45M 0.32% +107 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; 2024Q3: 8,603 shares; 2024Q4: 8,614 shares; 2025Q1: 8,625 shares; 2025Q2: 8,586 shares; 2025Q3: 8,592 shares; 2025Q4: 7,948 shares; 2026Q1: 7,962 shares; 2026Q2: 7,990 shares 7,990 $1.45M 0.32% +28 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: 11,974 shares; 2024Q4: 12,053 shares; 2025Q1: 12,730 shares; 2025Q2: 11,110 shares; 2025Q3: 11,138 shares; 2025Q4: 10,435 shares; 2026Q1: 9,685 shares; 2026Q2: 9,957 shares 9,957 $1.36M 0.3% +272 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: 5,071 shares; 2024Q4: 6,164 shares; 2025Q1: 6,414 shares; 2025Q2: 6,426 shares; 2025Q3: 7,295 shares; 2025Q4: 7,363 shares; 2026Q1: 7,503 shares; 2026Q2: 8,057 shares 8,057 $1.34M 0.3% +554 Timeline SUB 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: 4,507 shares; 2026Q2: 12,270 shares 12,270 $1.31M 0.29% +7,763 Timeline SMH 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: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,926 shares; 2026Q1: 1,926 shares; 2026Q2: 1,926 shares 1,926 $1.26M 0.28% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 1,497 shares; 2025Q3: 1,696 shares; 2025Q4: 1,999 shares; 2026Q1: 2,155 shares; 2026Q2: 2,384 shares 2,384 $1.24M 0.27% +229 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,619 shares; 2024Q4: 7,283 shares; 2025Q1: 7,056 shares; 2025Q2: 16,380 shares; 2025Q3: 17,744 shares; 2025Q4: 19,672 shares; 2026Q1: 20,258 shares; 2026Q2: 24,244 shares 24,244 $1.16M 0.26% +3,986 Timeline VOOG 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; 2024Q3: 2,121 shares; 2024Q4: 2,121 shares; 2025Q1: 2,166 shares; 2025Q2: 2,206 shares; 2025Q3: 2,235 shares; 2025Q4: 2,270 shares; 2026Q1: 2,322 shares; 2026Q2: 14,085 shares 14,085 $1.16M 0.26% +11,763 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,985 shares; 2025Q3: 2,286 shares; 2025Q4: 2,948 shares; 2026Q1: 3,137 shares; 2026Q2: 2,902 shares 2,902 $1.15M 0.26% -235 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: 2,284 shares; 2024Q4: 2,590 shares; 2025Q1: 4,416 shares; 2025Q2: 2,927 shares; 2025Q3: 3,111 shares; 2025Q4: 3,463 shares; 2026Q1: 3,284 shares; 2026Q2: 3,207 shares 3,207 $1.13M 0.25% -77 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; 2024Q3: 7,681 shares; 2024Q4: 9,681 shares; 2025Q1: 10,122 shares; 2025Q2: 11,386 shares; 2025Q3: 13,052 shares; 2025Q4: 13,566 shares; 2026Q1: 13,582 shares; 2026Q2: 13,605 shares 13,605 $1.12M 0.25% +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; 2024Q3: 4,821 shares; 2024Q4: 5,560 shares; 2025Q1: 5,976 shares; 2025Q2: 5,315 shares; 2025Q3: 4,988 shares; 2025Q4: 5,002 shares; 2026Q1: 5,039 shares; 2026Q2: 4,387 shares 4,387 $1.1M 0.24% -652 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,004 shares; 2024Q4: 1,004 shares; 2025Q1: 1,304 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,009 shares; 2026Q2: 1,009 shares 1,009 $1.07M 0.24% 0 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; 2024Q3: 15,084 shares; 2024Q4: 15,170 shares; 2025Q1: 15,269 shares; 2025Q2: 15,339 shares; 2025Q3: 15,417 shares; 2025Q4: 15,098 shares; 2026Q1: 14,806 shares; 2026Q2: 14,868 shares 14,868 $1.07M 0.24% +62 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: 2,316 shares; 2024Q4: 2,545 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,547 shares; 2025Q4: 2,548 shares; 2026Q1: 2,549 shares; 2026Q2: 2,878 shares 2,878 $1.02M 0.23% +329 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; 2024Q3: not reported; 2024Q4: 3,999 shares; 2025Q1: 4,010 shares; 2025Q2: 5,493 shares; 2025Q3: 6,319 shares; 2025Q4: 7,165 shares; 2026Q1: 7,617 shares; 2026Q2: 8,848 shares 8,848 $1.02M 0.23% +1,231 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: 1,819 shares; 2024Q4: 1,931 shares; 2025Q1: 2,050 shares; 2025Q2: 1,982 shares; 2025Q3: 2,003 shares; 2025Q4: 1,982 shares; 2026Q1: 1,982 shares; 2026Q2: 2,025 shares 2,025 $1.01M 0.22% +43 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 1,449 shares; 2025Q3: 1,775 shares; 2025Q4: 2,348 shares; 2026Q1: 2,575 shares; 2026Q2: 2,945 shares 2,945 $1M 0.22% +370 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: 1,254 shares; 2024Q4: 1,452 shares; 2025Q1: 1,495 shares; 2025Q2: 1,751 shares; 2025Q3: 1,838 shares; 2025Q4: 2,146 shares; 2026Q1: 2,003 shares; 2026Q2: 1,967 shares 1,967 $1M 0.22% -36 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,829 shares; 2024Q4: 3,825 shares; 2025Q1: 3,829 shares; 2025Q2: 3,833 shares; 2025Q3: 3,476 shares; 2025Q4: 3,963 shares; 2026Q1: 3,964 shares; 2026Q2: 3,919 shares 3,919 $995K 0.22% -45 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 911 shares; 2025Q2: 961 shares; 2025Q3: 962 shares; 2025Q4: 962 shares; 2026Q1: 1,007 shares; 2026Q2: 1,007 shares 1,007 $985K 0.22% 0 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: 2,502 shares; 2024Q4: 3,254 shares; 2025Q1: 3,254 shares; 2025Q2: 3,570 shares; 2025Q3: 3,781 shares; 2025Q4: 4,099 shares; 2026Q1: 4,076 shares; 2026Q2: 4,362 shares 4,362 $953K 0.21% +286 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 1,275 shares; 2025Q3: 1,495 shares; 2025Q4: 2,085 shares; 2026Q1: 1,814 shares; 2026Q2: 2,252 shares 2,252 $906K 0.2% +438 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: 8,235 shares; 2024Q4: 8,664 shares; 2025Q1: 8,672 shares; 2025Q2: 8,687 shares; 2025Q3: 9,444 shares; 2025Q4: 11,063 shares; 2026Q1: 12,640 shares; 2026Q2: 11,900 shares 11,900 $848K 0.19% -740 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: 1,200 shares; 2024Q4: 717 shares; 2025Q1: 719 shares; 2025Q2: 719 shares; 2025Q3: 542 shares; 2025Q4: 493 shares; 2026Q1: 758 shares; 2026Q2: 705 shares 705 $846K 0.19% -53 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,081 shares; 2024Q4: 3,293 shares; 2025Q1: 3,304 shares; 2025Q2: 3,452 shares; 2025Q3: 4,195 shares; 2025Q4: 5,651 shares; 2026Q1: 6,055 shares; 2026Q2: 7,054 shares 7,054 $824K 0.18% +999 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,227 shares; 2025Q3: 2,800 shares; 2025Q4: 3,920 shares; 2026Q1: 3,997 shares; 2026Q2: 4,582 shares 4,582 $797K 0.18% +585 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,026 shares; 2024Q4: 24,000 shares; 2025Q1: 24,237 shares; 2025Q2: 30,443 shares; 2025Q3: 33,178 shares; 2025Q4: 33,753 shares; 2026Q1: 34,361 shares; 2026Q2: 34,642 shares 34,642 $772K 0.17% +281 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: 5,713 shares; 2024Q4: 5,716 shares; 2025Q1: 5,718 shares; 2025Q2: 5,721 shares; 2025Q3: 5,723 shares; 2025Q4: 5,725 shares; 2026Q1: 5,610 shares; 2026Q2: 5,612 shares 5,612 $772K 0.17% +2 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: 7,694 shares; 2024Q4: 7,739 shares; 2025Q1: 7,739 shares; 2025Q2: 7,568 shares; 2025Q3: 7,694 shares; 2025Q4: 8,436 shares; 2026Q1: 8,480 shares; 2026Q2: 9,482 shares 9,482 $771K 0.17% +1,002 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: 5,368 shares; 2024Q4: 7,575 shares; 2025Q1: 7,440 shares; 2025Q2: 7,889 shares; 2025Q3: 7,709 shares; 2025Q4: 9,930 shares; 2026Q1: 11,793 shares; 2026Q2: 10,416 shares 10,416 $765K 0.17% -1,377 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: 2,320 shares; 2024Q4: 2,420 shares; 2025Q1: 2,420 shares; 2025Q2: 2,523 shares; 2025Q3: 2,382 shares; 2025Q4: 2,027 shares; 2026Q1: 2,027 shares; 2026Q2: 2,027 shares 2,027 $747K 0.17% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,932 shares; 2024Q4: 4,396 shares; 2025Q1: 4,403 shares; 2025Q2: 4,410 shares; 2025Q3: 4,454 shares; 2025Q4: 4,461 shares; 2026Q1: 4,414 shares; 2026Q2: 4,602 shares 4,602 $710K 0.16% +188 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: 2,491 shares; 2024Q4: 3,274 shares; 2025Q1: 3,274 shares; 2025Q2: 4,158 shares; 2025Q3: 4,627 shares; 2025Q4: 5,790 shares; 2026Q1: 6,181 shares; 2026Q2: 6,989 shares 6,989 $687K 0.15% +808 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: 7,992 shares; 2024Q4: 7,996 shares; 2025Q1: 8,001 shares; 2025Q2: 8,006 shares; 2025Q3: 8,011 shares; 2025Q4: 7,956 shares; 2026Q1: 7,830 shares; 2026Q2: 7,559 shares 7,559 $663K 0.15% -271 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,279 shares; 2025Q1: 8,279 shares; 2025Q2: 11,876 shares; 2025Q3: 13,697 shares; 2025Q4: 16,064 shares; 2026Q1: 17,285 shares; 2026Q2: 20,493 shares 20,493 $655K 0.15% +3,208 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,349 shares; 2024Q4: 12,655 shares; 2025Q1: 12,521 shares; 2025Q2: 12,619 shares; 2025Q3: 12,999 shares; 2025Q4: 13,145 shares; 2026Q1: 7,836 shares; 2026Q2: 7,887 shares 7,887 $653K 0.14% +51 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,877 shares; 2024Q4: 22,877 shares; 2025Q1: 22,877 shares; 2025Q2: 22,877 shares; 2025Q3: 22,877 shares; 2025Q4: 22,877 shares; 2026Q1: 22,877 shares; 2026Q2: 22,877 shares 22,877 $646K 0.14% 0 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; 2024Q3: 1,539 shares; 2024Q4: 1,938 shares; 2025Q1: 1,539 shares; 2025Q2: 1,591 shares; 2025Q3: 1,591 shares; 2025Q4: 1,778 shares; 2026Q1: 1,819 shares; 2026Q2: 1,819 shares 1,819 $645K 0.14% 0 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: 14,092 shares; 2024Q4: 14,616 shares; 2025Q1: 15,523 shares; 2025Q2: 15,301 shares; 2025Q3: 14,645 shares; 2025Q4: 14,891 shares; 2026Q1: 15,029 shares; 2026Q2: 15,187 shares 15,187 $643K 0.14% +158 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,651 shares; 2024Q4: 2,654 shares; 2025Q1: 2,696 shares; 2025Q2: 2,698 shares; 2025Q3: 2,700 shares; 2025Q4: 2,703 shares; 2026Q1: 2,649 shares; 2026Q2: 2,651 shares 2,651 $602K 0.13% +2 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: 1,190 shares; 2024Q4: 1,297 shares; 2025Q1: 1,498 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,456 shares; 2026Q1: 946 shares; 2026Q2: 1,153 shares 1,153 $592K 0.13% +207 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,195 shares; 2024Q4: 4,189 shares; 2025Q1: 4,589 shares; 2025Q2: 5,515 shares; 2025Q3: 4,753 shares; 2025Q4: 6,308 shares; 2026Q1: 5,597 shares; 2026Q2: 6,416 shares 6,416 $588K 0.13% +819 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; 2024Q3: not reported; 2024Q4: 4,138 shares; 2025Q1: 6,258 shares; 2025Q2: 6,134 shares; 2025Q3: 6,592 shares; 2025Q4: 6,599 shares; 2026Q1: 6,607 shares; 2026Q2: 6,824 shares 6,824 $559K 0.12% +217 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: 930 shares; 2024Q4: 930 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 969 shares; 2026Q1: 985 shares; 2026Q2: 988 shares 988 $557K 0.12% +3 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: 1,633 shares; 2024Q4: 1,872 shares; 2025Q1: 1,469 shares; 2025Q2: 1,530 shares; 2025Q3: 1,653 shares; 2025Q4: 1,820 shares; 2026Q1: 1,893 shares; 2026Q2: 2,024 shares 2,024 $547K 0.12% +131 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: 1,506 shares; 2024Q4: 1,506 shares; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,487 shares; 2026Q2: 1,490 shares 1,490 $540K 0.12% +3 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,417 shares; 2024Q4: 5,417 shares; 2025Q1: 5,417 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 6,829 shares; 2026Q1: 7,022 shares; 2026Q2: 7,022 shares 7,022 $531K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,063 shares; 2026Q1: 6,632 shares; 2026Q2: 6,808 shares 6,808 $530K 0.12% +176 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares; 2026Q1: 1,402 shares; 2026Q2: 1,819 shares 1,819 $511K 0.11% +417 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: 560 shares; 2024Q4: 560 shares; 2025Q1: 810 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 546 shares; 2026Q2: 546 shares 546 $510K 0.11% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,312 shares; 2024Q4: 6,312 shares; 2025Q1: 6,312 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,041 shares; 2026Q2: 5,567 shares 5,567 $504K 0.11% -474 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 719 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares; 2026Q2: 861 shares 861 $497K 0.11% +142 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,082 shares; 2025Q3: 2,182 shares; 2025Q4: 2,207 shares; 2026Q1: 2,236 shares; 2026Q2: 2,239 shares 2,239 $468K 0.1% +3 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: 6,632 shares; 2024Q4: 6,698 shares; 2025Q1: 6,704 shares; 2025Q2: 6,342 shares; 2025Q3: 6,408 shares; 2025Q4: 6,154 shares; 2026Q1: 6,162 shares; 2026Q2: 5,055 shares 5,055 $459K 0.1% -1,107 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,236 shares; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 2,358 shares; 2025Q3: 2,735 shares; 2025Q4: 3,053 shares; 2026Q1: 3,286 shares; 2026Q2: 3,341 shares 3,341 $458K 0.1% +55 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares; 2026Q2: 1,920 shares 1,920 $421K 0.09% 0 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; 2024Q3: 3,958 shares; 2024Q4: 3,308 shares; 2025Q1: 3,308 shares; 2025Q2: 3,050 shares; 2025Q3: 3,202 shares; 2025Q4: 3,153 shares; 2026Q1: 3,155 shares; 2026Q2: 3,240 shares 3,240 $410K 0.09% +85 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,854 shares; 2024Q4: 4,008 shares; 2025Q1: 4,011 shares; 2025Q2: 3,988 shares; 2025Q3: 3,938 shares; 2025Q4: 3,844 shares; 2026Q1: 3,849 shares; 2026Q2: 3,854 shares 3,854 $401K 0.09% +5 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,847 shares; 2025Q2: 2,702 shares; 2025Q3: 3,190 shares; 2025Q4: 3,904 shares; 2026Q1: 3,201 shares; 2026Q2: 3,162 shares 3,162 $399K 0.09% -39 Timeline MAS MASCO CORP More: the full row for MASCO 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: 3,338 shares; 2026Q1: 3,565 shares; 2026Q2: 4,884 shares 4,884 $397K 0.09% +1,319 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: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 970 shares; 2026Q1: 1,022 shares; 2026Q2: 1,349 shares 1,349 $395K 0.09% +327 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,578 shares; 2024Q4: 4,178 shares; 2025Q1: 4,179 shares; 2025Q2: 4,179 shares; 2025Q3: 4,179 shares; 2025Q4: 4,099 shares; 2026Q1: 4,102 shares; 2026Q2: 4,102 shares 4,102 $395K 0.09% 0 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: 21,108 shares; 2024Q4: 21,039 shares; 2025Q1: 19,991 shares; 2025Q2: 19,431 shares; 2025Q3: 19,339 shares; 2025Q4: 18,170 shares; 2026Q1: 18,539 shares; 2026Q2: 18,723 shares 18,723 $388K 0.09% +184 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,780 shares; 2024Q4: 6,686 shares; 2025Q1: 6,698 shares; 2025Q2: 6,712 shares; 2025Q3: 6,753 shares; 2025Q4: 6,767 shares; 2026Q1: 6,623 shares; 2026Q2: 6,626 shares 6,626 $371K 0.08% +3 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: 4,655 shares; 2024Q4: 5,022 shares; 2025Q1: 5,022 shares; 2025Q2: 5,022 shares; 2025Q3: 5,022 shares; 2025Q4: 5,550 shares; 2026Q1: 3,622 shares; 2026Q2: 3,622 shares 3,622 $370K 0.08% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,525 shares; 2025Q3: 5,837 shares; 2025Q4: 7,687 shares; 2026Q1: 8,048 shares; 2026Q2: 7,766 shares 7,766 $366K 0.08% -282 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL 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: not reported; 2026Q2: 985 shares 985 $365K 0.08% new 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: 1,495 shares; 2025Q4: 1,846 shares; 2026Q1: 1,952 shares; 2026Q2: 2,401 shares 2,401 $364K 0.08% +449 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,501 shares; 2024Q4: 25,632 shares; 2025Q1: 28,171 shares; 2025Q2: 23,636 shares; 2025Q3: 15,876 shares; 2025Q4: 15,726 shares; 2026Q1: 15,894 shares; 2026Q2: 14,856 shares 14,856 $358K 0.08% -1,038 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,918 shares; 2024Q4: 3,927 shares; 2025Q1: 4,415 shares; 2025Q2: 4,425 shares; 2025Q3: 4,435 shares; 2025Q4: 4,444 shares; 2026Q1: 4,453 shares; 2026Q2: 4,462 shares 4,462 $340K 0.08% +9 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 3,758 shares; 2026Q1: 3,496 shares; 2026Q2: 4,720 shares 4,720 $333K 0.07% +1,224 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: 825 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 871 shares; 2026Q2: 877 shares 877 $331K 0.07% +6 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: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 1,932 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,432 shares; 2026Q1: 1,432 shares; 2026Q2: 1,520 shares 1,520 $329K 0.07% +88 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,199 shares; 2025Q3: 10,927 shares; 2025Q4: 14,374 shares; 2026Q1: 14,956 shares; 2026Q2: 17,638 shares 17,638 $327K 0.07% +2,682 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: 1,960 shares; 2024Q4: 1,766 shares; 2025Q1: not reported; 2025Q2: 1,518 shares; 2025Q3: 2,048 shares; 2025Q4: 1,327 shares; 2026Q1: 1,559 shares; 2026Q2: 1,604 shares 1,604 $321K 0.07% +45 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: 2,518 shares; 2024Q4: 2,468 shares; 2025Q1: 3,046 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,170 shares; 2026Q1: 2,226 shares; 2026Q2: 2,472 shares 2,472 $318K 0.07% +246 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares; 2026Q2: 441 shares 441 $315K 0.07% +58 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 3,352 shares; 2025Q2: 3,352 shares; 2025Q3: 3,360 shares; 2025Q4: 3,367 shares; 2026Q1: 3,376 shares; 2026Q2: 3,385 shares 3,385 $312K 0.07% +9 Timeline INTC INTEL CORP More: the full row for INTEL 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: 2,196 shares 2,196 $307K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,004 shares 1,004 $303K 0.07% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,383 shares; 2024Q4: not reported; 2025Q1: 2,620 shares; 2025Q2: 2,666 shares; 2025Q3: 2,672 shares; 2025Q4: 2,726 shares; 2026Q1: 2,733 shares; 2026Q2: 2,930 shares 2,930 $301K 0.07% +197 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 1,588 shares; 2026Q1: 1,707 shares; 2026Q2: 1,707 shares 1,707 $301K 0.07% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,875 shares; 2025Q2: 1,427 shares; 2025Q3: 1,428 shares; 2025Q4: 1,561 shares; 2026Q1: 1,563 shares; 2026Q2: 1,562 shares 1,562 $296K 0.07% -1 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,304 shares; 2025Q3: 3,356 shares; 2025Q4: 3,359 shares; 2026Q1: 3,361 shares; 2026Q2: 3,367 shares 3,367 $296K 0.07% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,534 shares; 2026Q2: 1,863 shares 1,863 $294K 0.07% +329 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: 1,777 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 1,778 shares; 2026Q1: 1,801 shares; 2026Q2: 1,792 shares 1,792 $290K 0.06% -9 Timeline SGOV 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: 2,862 shares 2,862 $288K 0.06% new 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: 684 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 684 shares; 2025Q4: 684 shares; 2026Q1: not reported; 2026Q2: 688 shares 688 $286K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,615 shares; 2026Q1: 2,625 shares; 2026Q2: 2,635 shares 2,635 $283K 0.06% +10 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,565 shares; 2025Q3: 6,081 shares; 2025Q4: 4,427 shares; 2026Q1: 4,910 shares; 2026Q2: 5,361 shares 5,361 $277K 0.06% +451 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,529 shares; 2026Q1: not reported; 2026Q2: 4,527 shares 4,527 $273K 0.06% new 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: 3,607 shares 3,607 $273K 0.06% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,123 shares; 2026Q2: 6,123 shares 6,123 $272K 0.06% 0 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: not reported; 2024Q4: 4,632 shares; 2025Q1: not reported; 2025Q2: 4,657 shares; 2025Q3: 4,677 shares; 2025Q4: 4,696 shares; 2026Q1: 4,728 shares; 2026Q2: 4,755 shares 4,755 $271K 0.06% +27 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL 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: 460 shares; 2026Q1: 490 shares; 2026Q2: 662 shares 662 $270K 0.06% +172 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 899 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 907 shares; 2026Q1: 912 shares; 2026Q2: 915 shares 915 $266K 0.06% +3 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 3,500 shares; 2026Q1: 3,612 shares; 2026Q2: 3,700 shares 3,700 $264K 0.06% +88 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 865 shares 865 $261K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 256 shares; 2026Q2: 256 shares 256 $259K 0.06% 0 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: 876 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 819 shares; 2026Q1: 819 shares; 2026Q2: 819 shares 819 $258K 0.06% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,651 shares; 2026Q1: 5,068 shares; 2026Q2: 4,768 shares 4,768 $258K 0.06% -300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,813 shares; 2025Q4: 3,317 shares; 2026Q1: 3,218 shares; 2026Q2: 3,329 shares 3,329 $257K 0.06% +111 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 3,435 shares 3,435 $249K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,580 shares; 2025Q3: 8,580 shares; 2025Q4: 8,580 shares; 2026Q1: 8,580 shares; 2026Q2: 8,580 shares 8,580 $248K 0.06% 0 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: 2,265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,071 shares; 2026Q1: 2,071 shares; 2026Q2: 2,072 shares 2,072 $243K 0.05% +1 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: not reported; 2026Q2: 3,212 shares 3,212 $243K 0.05% new Timeline USMV 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: 2,518 shares; 2026Q1: 2,518 shares; 2026Q2: 2,518 shares 2,518 $243K 0.05% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,583 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,623 shares; 2025Q4: not reported; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares 1,423 $241K 0.05% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 411 shares 411 $239K 0.05% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 966 shares; 2025Q4: not reported; 2026Q1: 970 shares; 2026Q2: 969 shares 969 $238K 0.05% -1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,258 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 629 shares 629 $235K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,045 shares 1,045 $230K 0.05% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 8,327 shares; 2026Q2: 8,345 shares 8,345 $229K 0.05% +18 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 356 shares; 2026Q2: 358 shares 358 $227K 0.05% +2 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 628 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: not reported; 2026Q2: 550 shares 550 $225K 0.05% new 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: not reported; 2024Q4: 1,206 shares; 2025Q1: 1,706 shares; 2025Q2: 1,479 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares; 2026Q1: 1,494 shares; 2026Q2: 1,494 shares 1,494 $219K 0.05% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,441 shares 1,441 $206K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,170 shares 1,170 $205K 0.05% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 7,421 shares 7,421 $203K 0.05% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,126 shares; 2024Q4: 1,106 shares; 2025Q1: 1,108 shares; 2025Q2: not reported; 2025Q3: 1,114 shares; 2025Q4: 1,273 shares; 2026Q1: 1,336 shares; 2026Q2: 1,339 shares 1,339 $203K 0.04% +3 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,550 shares; 2025Q2: 8,818 shares; 2025Q3: 7,655 shares; 2025Q4: not reported; 2026Q1: 5,383 shares; 2026Q2: 5,460 shares 5,460 $201K 0.04% +77 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,955 shares; 2024Q4: 11,955 shares; 2025Q1: 11,955 shares; 2025Q2: 11,955 shares; 2025Q3: 11,955 shares; 2025Q4: 11,955 shares; 2026Q1: 11,955 shares; 2026Q2: 11,955 shares 11,955 $123K 0.03% 0 Timeline