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; 2024Q4: 44,763 shares; 2025Q1: 47,669 shares; 2025Q2: 50,450 shares; 2025Q3: 52,319 shares; 2025Q4: 53,989 shares; 2026Q1: 56,673 shares; 2026Q2: 342,303 shares; 2026Q3: 346,542 shares 346,542 $31.2M 17.29% +4,239 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,021 shares; 2025Q1: 73,183 shares; 2025Q2: 73,168 shares; 2025Q3: 73,140 shares; 2025Q4: 72,479 shares; 2026Q1: 72,345 shares; 2026Q2: 72,388 shares; 2026Q3: 72,136 shares 72,136 $24M 13.3% -252 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,840 shares; 2025Q1: 132,062 shares; 2025Q2: 136,046 shares; 2025Q3: 142,948 shares; 2025Q4: 144,854 shares; 2026Q1: 143,784 shares; 2026Q2: 141,668 shares; 2026Q3: 137,763 shares 137,763 $13.9M 7.68% -3,905 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,339 shares; 2025Q1: 127,967 shares; 2025Q2: 135,833 shares; 2025Q3: 145,913 shares; 2025Q4: 154,743 shares; 2026Q1: 169,255 shares; 2026Q2: 170,427 shares; 2026Q3: 174,543 shares 174,543 $12.3M 6.81% +4,116 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 203,314 shares; 2025Q1: 210,247 shares; 2025Q2: 223,475 shares; 2025Q3: 243,336 shares; 2025Q4: 255,554 shares; 2026Q1: 273,693 shares; 2026Q2: 272,564 shares; 2026Q3: 278,181 shares 278,181 $9.72M 5.38% +5,617 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; 2024Q4: 23,818 shares; 2025Q1: 23,895 shares; 2025Q2: 24,080 shares; 2025Q3: 23,942 shares; 2025Q4: 28,775 shares; 2026Q1: 35,851 shares; 2026Q2: 39,167 shares; 2026Q3: 209,188 shares 209,188 $6.8M 3.77% +170,021 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,707 shares; 2025Q1: 23,842 shares; 2025Q2: 24,025 shares; 2025Q3: 23,992 shares; 2025Q4: 23,926 shares; 2026Q1: 23,527 shares; 2026Q2: 23,133 shares; 2026Q3: 22,770 shares 22,770 $6.03M 3.34% -363 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,416 shares; 2025Q1: 30,953 shares; 2025Q2: 33,316 shares; 2025Q3: 35,871 shares; 2025Q4: 37,764 shares; 2026Q1: 40,333 shares; 2026Q2: 40,504 shares; 2026Q3: 41,501 shares 41,501 $4.97M 2.75% +997 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 211,228 shares 211,228 $4.41M 2.44% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,452 shares; 2025Q1: 63,237 shares; 2025Q2: 64,272 shares; 2025Q3: 64,765 shares; 2025Q4: 64,793 shares; 2026Q1: 65,855 shares; 2026Q2: 68,536 shares; 2026Q3: 68,731 shares 68,731 $3.33M 1.84% +195 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; 2024Q4: 23,790 shares; 2025Q1: 22,472 shares; 2025Q2: 22,556 shares; 2025Q3: 22,150 shares; 2025Q4: 21,762 shares; 2026Q1: 21,496 shares; 2026Q2: 21,472 shares; 2026Q3: 20,928 shares 20,928 $3.25M 1.8% -544 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,737 shares; 2025Q1: 37,452 shares; 2025Q2: 40,208 shares; 2025Q3: 43,018 shares; 2025Q4: 44,850 shares; 2026Q1: 47,147 shares; 2026Q2: 46,502 shares; 2026Q3: 47,330 shares 47,330 $3.16M 1.75% +828 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; 2024Q4: 22,829 shares; 2025Q1: 23,083 shares; 2025Q2: 22,507 shares; 2025Q3: 22,634 shares; 2025Q4: 22,707 shares; 2026Q1: 22,238 shares; 2026Q2: 22,203 shares; 2026Q3: 21,691 shares 21,691 $3.15M 1.74% -512 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; 2024Q4: 20,676 shares; 2025Q1: 20,610 shares; 2025Q2: 20,393 shares; 2025Q3: 20,464 shares; 2025Q4: 20,445 shares; 2026Q1: 20,024 shares; 2026Q2: 19,897 shares; 2026Q3: 19,785 shares 19,785 $2.87M 1.59% -112 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,277 shares; 2025Q1: 25,174 shares; 2025Q2: 24,878 shares; 2025Q3: 24,882 shares; 2025Q4: 24,988 shares; 2026Q1: 24,773 shares; 2026Q2: 23,712 shares; 2026Q3: 23,313 shares 23,313 $2.61M 1.44% -399 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,186 shares; 2025Q1: 14,591 shares; 2025Q2: 15,524 shares; 2025Q3: 16,534 shares; 2025Q4: 17,224 shares; 2026Q1: 18,385 shares; 2026Q2: 18,429 shares; 2026Q3: 18,585 shares 18,585 $2.56M 1.42% +156 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,174 shares; 2025Q1: 11,742 shares; 2025Q2: 12,746 shares; 2025Q3: 13,788 shares; 2025Q4: 14,527 shares; 2026Q1: 15,591 shares; 2026Q2: 15,727 shares; 2026Q3: 15,914 shares 15,914 $2.55M 1.41% +187 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,785 shares; 2025Q1: 15,795 shares; 2025Q2: 16,114 shares; 2025Q3: 16,204 shares; 2025Q4: 16,471 shares; 2026Q1: 16,389 shares; 2026Q2: 16,462 shares; 2026Q3: 16,436 shares 16,436 $2.34M 1.29% -26 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; 2024Q4: 4,043 shares; 2025Q1: 4,076 shares; 2025Q2: 4,105 shares; 2025Q3: 4,145 shares; 2025Q4: 4,174 shares; 2026Q1: 4,197 shares; 2026Q2: 4,225 shares; 2026Q3: 4,252 shares 4,252 $2.17M 1.2% +27 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,993 shares; 2025Q1: 14,312 shares; 2025Q2: 13,967 shares; 2025Q3: 13,365 shares; 2025Q4: 13,439 shares; 2026Q1: 13,692 shares; 2026Q2: 13,738 shares; 2026Q3: 13,643 shares 13,643 $2.14M 1.18% -95 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,120 shares; 2025Q1: 9,407 shares; 2025Q2: 10,102 shares; 2025Q3: 10,195 shares; 2025Q4: 10,274 shares; 2026Q1: 10,272 shares; 2026Q2: 10,350 shares; 2026Q3: 8,941 shares 8,941 $2.04M 1.13% -1,409 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,518 shares; 2025Q1: 17,498 shares; 2025Q2: 17,333 shares; 2025Q3: 17,175 shares; 2025Q4: 16,827 shares; 2026Q1: 16,997 shares; 2026Q2: 17,443 shares; 2026Q3: 17,217 shares 17,217 $1.68M 0.93% -226 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,553 shares; 2025Q4: 1,553 shares; 2026Q1: 1,527 shares; 2026Q2: 1,497 shares; 2026Q3: 1,497 shares 1,497 $1.59M 0.88% 0 Timeline FDG 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; 2024Q4: 13,740 shares; 2025Q1: 13,470 shares; 2025Q2: 13,392 shares; 2025Q3: 13,568 shares; 2025Q4: 12,820 shares; 2026Q1: 12,184 shares; 2026Q2: 11,692 shares; 2026Q3: 11,458 shares 11,458 $1.54M 0.85% -234 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; 2024Q4: 66,551 shares; 2025Q1: 64,346 shares; 2025Q2: 63,771 shares; 2025Q3: 61,112 shares; 2025Q4: 59,605 shares; 2026Q1: 60,497 shares; 2026Q2: 62,896 shares; 2026Q3: 62,946 shares 62,946 $1.54M 0.85% +50 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,964 shares; 2025Q1: 21,453 shares; 2025Q2: 21,949 shares; 2025Q3: 22,219 shares; 2025Q4: 22,404 shares; 2026Q1: 22,928 shares; 2026Q2: 23,776 shares; 2026Q3: 23,777 shares 23,777 $1.48M 0.82% +1 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; 2024Q4: 1,874 shares; 2025Q1: 1,877 shares; 2025Q2: 1,827 shares; 2025Q3: 1,767 shares; 2025Q4: 1,769 shares; 2026Q1: 1,754 shares; 2026Q2: 1,756 shares; 2026Q3: 1,922 shares 1,922 $1.47M 0.81% +166 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,785 shares; 2025Q1: 13,798 shares; 2025Q2: 13,709 shares; 2025Q3: 13,724 shares; 2025Q4: 13,853 shares; 2026Q1: 13,828 shares; 2026Q2: 13,727 shares; 2026Q3: 13,583 shares 13,583 $1.45M 0.8% -144 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; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $1.34M 0.74% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,822 shares; 2025Q1: 2,059 shares; 2025Q2: 2,253 shares; 2025Q3: 2,301 shares; 2025Q4: 2,464 shares; 2026Q1: 2,465 shares; 2026Q2: 2,468 shares; 2026Q3: 2,469 shares 2,469 $1.27M 0.7% +1 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,041 shares; 2025Q4: 1,041 shares; 2026Q1: 1,042 shares; 2026Q2: 1,042 shares; 2026Q3: 1,043 shares 1,043 $950K 0.53% +1 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; 2024Q4: 13,719 shares; 2025Q1: 13,882 shares; 2025Q2: 14,039 shares; 2025Q3: 14,184 shares; 2025Q4: 14,340 shares; 2026Q1: 14,495 shares; 2026Q2: 14,625 shares; 2026Q3: 15,684 shares 15,684 $949K 0.53% +1,059 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,386 shares; 2025Q1: 6,896 shares; 2025Q2: 6,971 shares; 2025Q3: 7,375 shares; 2025Q4: 7,975 shares; 2026Q1: 8,473 shares; 2026Q2: 9,043 shares; 2026Q3: 8,997 shares 8,997 $935K 0.52% -46 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; 2024Q4: 1,080 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,082 shares; 2025Q4: 1,236 shares; 2026Q1: 1,237 shares; 2026Q2: 1,201 shares; 2026Q3: 1,253 shares 1,253 $878K 0.49% +52 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; 2024Q4: 2,668 shares; 2025Q1: 2,484 shares; 2025Q2: 2,909 shares; 2025Q3: 2,909 shares; 2025Q4: 2,909 shares; 2026Q1: 2,909 shares; 2026Q2: 2,910 shares; 2026Q3: 3,091 shares 3,091 $770K 0.43% +181 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,850 shares; 2025Q1: 2,852 shares; 2025Q2: 2,854 shares; 2025Q3: 2,891 shares; 2025Q4: 2,883 shares; 2026Q1: 2,885 shares; 2026Q2: 2,887 shares; 2026Q3: 2,882 shares 2,882 $754K 0.42% -5 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,110 shares; 2025Q1: 8,068 shares; 2025Q2: 7,992 shares; 2025Q3: 7,930 shares; 2025Q4: 7,782 shares; 2026Q1: 7,555 shares; 2026Q2: 7,529 shares; 2026Q3: 7,466 shares 7,466 $738K 0.41% -63 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; 2024Q4: 8,830 shares; 2025Q1: 8,685 shares; 2025Q2: 8,540 shares; 2025Q3: 8,629 shares; 2025Q4: 8,489 shares; 2026Q1: 8,297 shares; 2026Q2: 8,303 shares; 2026Q3: 8,224 shares 8,224 $708K 0.39% -79 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; 2024Q4: 2,539 shares; 2025Q1: 2,556 shares; 2025Q2: 2,569 shares; 2025Q3: 2,573 shares; 2025Q4: 2,599 shares; 2026Q1: 2,602 shares; 2026Q2: 2,488 shares; 2026Q3: 2,442 shares 2,442 $695K 0.38% -46 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,066 shares; 2025Q1: 6,076 shares; 2025Q2: 6,086 shares; 2025Q3: 6,093 shares; 2025Q4: 6,107 shares; 2026Q1: 6,117 shares; 2026Q2: 6,127 shares; 2026Q3: 6,136 shares 6,136 $692K 0.38% +9 Timeline FLV 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; 2024Q4: 8,527 shares; 2025Q1: 8,307 shares; 2025Q2: 8,318 shares; 2025Q3: 8,668 shares; 2025Q4: 8,386 shares; 2026Q1: 8,304 shares; 2026Q2: 8,282 shares; 2026Q3: 8,277 shares 8,277 $682K 0.38% -5 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,321 shares; 2025Q1: 1,514 shares; 2025Q2: 2,019 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares; 2026Q1: 2,021 shares; 2026Q2: 1,964 shares; 2026Q3: 1,923 shares 1,923 $662K 0.37% -41 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,835 shares; 2025Q1: 7,621 shares; 2025Q2: 7,648 shares; 2025Q3: 7,510 shares; 2025Q4: 7,417 shares; 2026Q1: 7,245 shares; 2026Q2: 7,285 shares; 2026Q3: 7,219 shares 7,219 $620K 0.34% -66 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; 2024Q4: 1,502 shares; 2025Q1: 1,503 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,415 shares; 2026Q1: 1,315 shares; 2026Q2: 1,316 shares; 2026Q3: 1,241 shares 1,241 $618K 0.34% -75 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,911 shares; 2025Q1: 2,918 shares; 2025Q2: 2,884 shares; 2025Q3: 2,890 shares; 2025Q4: 2,877 shares; 2026Q1: 2,871 shares; 2026Q2: 2,604 shares; 2026Q3: 2,560 shares 2,560 $591K 0.33% -44 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,422 shares; 2025Q1: 5,144 shares; 2025Q2: 5,155 shares; 2025Q3: 5,125 shares; 2025Q4: 5,125 shares; 2026Q1: 5,059 shares; 2026Q2: 4,723 shares; 2026Q3: 4,550 shares 4,550 $577K 0.32% -173 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; 2024Q4: 13,733 shares; 2025Q1: 13,894 shares; 2025Q2: 14,030 shares; 2025Q3: 14,308 shares; 2025Q4: 12,167 shares; 2026Q1: 12,187 shares; 2026Q2: 12,362 shares; 2026Q3: 12,503 shares 12,503 $574K 0.32% +141 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,900 shares; 2025Q1: 7,620 shares; 2025Q2: 7,620 shares; 2025Q3: 7,550 shares; 2025Q4: 7,453 shares; 2026Q1: 7,183 shares; 2026Q2: 6,610 shares; 2026Q3: 6,552 shares 6,552 $549K 0.3% -58 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,277 shares 3,277 $533K 0.3% new 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; 2024Q4: 7,328 shares; 2025Q1: 7,180 shares; 2025Q2: 6,706 shares; 2025Q3: 6,781 shares; 2025Q4: 6,796 shares; 2026Q1: 6,703 shares; 2026Q2: 6,646 shares; 2026Q3: 6,607 shares 6,607 $500K 0.28% -39 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; 2024Q4: 2,043 shares; 2025Q1: 2,028 shares; 2025Q2: 2,028 shares; 2025Q3: 2,025 shares; 2025Q4: 2,117 shares; 2026Q1: 2,106 shares; 2026Q2: 2,131 shares; 2026Q3: 2,094 shares 2,094 $484K 0.27% -37 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 823 shares; 2026Q1: 824 shares; 2026Q2: 824 shares; 2026Q3: 825 shares 825 $455K 0.25% +1 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,489 shares; 2025Q1: 7,440 shares; 2025Q2: 7,455 shares; 2025Q3: 7,480 shares; 2025Q4: 7,293 shares; 2026Q1: 6,713 shares; 2026Q2: 6,696 shares; 2026Q3: 3,869 shares 3,869 $427K 0.24% -2,827 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,099 shares 8,099 $384K 0.21% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,208 shares; 2026Q3: 2,390 shares 2,390 $361K 0.2% +182 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; 2024Q4: 1,326 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,474 shares; 2025Q4: 1,469 shares; 2026Q1: 1,470 shares; 2026Q2: 1,529 shares; 2026Q3: 1,530 shares 1,530 $357K 0.2% +1 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,892 shares; 2025Q1: 5,892 shares; 2025Q2: 5,892 shares; 2025Q3: 5,892 shares; 2025Q4: 5,892 shares; 2026Q1: 5,892 shares; 2026Q2: 5,892 shares; 2026Q3: 5,892 shares 5,892 $357K 0.2% 0 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; 2024Q4: 1,482 shares; 2025Q1: 1,426 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,069 shares; 2026Q1: 1,069 shares; 2026Q2: 998 shares; 2026Q3: 939 shares 939 $352K 0.19% -59 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; 2024Q4: not reported; 2025Q1: 6,235 shares; 2025Q2: 6,335 shares; 2025Q3: 6,335 shares; 2025Q4: 6,287 shares; 2026Q1: 6,277 shares; 2026Q2: 6,277 shares; 2026Q3: 6,239 shares 6,239 $340K 0.19% -38 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,830 shares; 2025Q1: 2,832 shares; 2025Q2: 2,833 shares; 2025Q3: 2,845 shares; 2025Q4: 2,675 shares; 2026Q1: 2,679 shares; 2026Q2: 2,681 shares; 2026Q3: 2,510 shares 2,510 $328K 0.18% -171 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,173 shares; 2025Q4: 1,074 shares; 2026Q1: 1,074 shares; 2026Q2: 1,074 shares; 2026Q3: 1,074 shares 1,074 $292K 0.16% 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; 2024Q4: 4,111 shares; 2025Q1: 4,132 shares; 2025Q2: 4,150 shares; 2025Q3: 4,170 shares; 2025Q4: 4,188 shares; 2026Q1: 4,209 shares; 2026Q2: 4,226 shares; 2026Q3: 4,258 shares 4,258 $287K 0.16% +32 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; 2024Q4: 1,171 shares; 2025Q1: 1,176 shares; 2025Q2: 1,181 shares; 2025Q3: 1,186 shares; 2025Q4: 1,190 shares; 2026Q1: 1,196 shares; 2026Q2: 1,200 shares; 2026Q3: 1,204 shares 1,204 $265K 0.15% +4 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,338 shares; 2025Q2: 3,351 shares; 2025Q3: 3,361 shares; 2025Q4: 3,308 shares; 2026Q1: 3,310 shares; 2026Q2: 3,229 shares; 2026Q3: 3,169 shares 3,169 $263K 0.15% -60 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 514 shares; 2026Q3: 514 shares 514 $263K 0.15% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,171 shares; 2026Q3: 2,171 shares 2,171 $261K 0.14% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares; 2026Q1: 364 shares; 2026Q2: 352 shares; 2026Q3: 352 shares 352 $260K 0.14% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 815 shares; 2026Q1: 733 shares; 2026Q2: 733 shares; 2026Q3: 732 shares 732 $249K 0.14% -1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,976 shares; 2026Q3: 1,952 shares 1,952 $245K 0.14% -24 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,276 shares; 2026Q2: not reported; 2026Q3: 1,179 shares 1,179 $241K 0.13% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 670 shares; 2025Q1: not reported; 2025Q2: 674 shares; 2025Q3: 704 shares; 2025Q4: 704 shares; 2026Q1: 704 shares; 2026Q2: 674 shares; 2026Q3: 674 shares 674 $239K 0.13% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,733 shares; 2026Q3: 1,733 shares 1,733 $224K 0.12% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,790 shares; 2026Q1: not reported; 2026Q2: 3,797 shares; 2026Q3: 3,797 shares 3,797 $219K 0.12% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: not reported; 2026Q2: 1,713 shares; 2026Q3: 1,713 shares 1,713 $215K 0.12% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,262 shares 2,262 $213K 0.12% new 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; 2024Q4: not reported; 2025Q1: 5,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,900 shares; 2026Q2: 5,900 shares; 2026Q3: 5,900 shares 5,900 $210K 0.12% 0 Timeline