USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,081,490 shares; 2024Q1: 1,086,843 shares; 2024Q2: 1,092,633 shares; 2024Q3: 1,109,209 shares; 2024Q4: 1,107,267 shares; 2025Q1: 1,107,650 shares; 2025Q2: 1,099,487 shares; 2025Q3: 1,086,372 shares 1,086,372 $103M 18.32% -13,115 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 903,976 shares; 2024Q1: 870,657 shares; 2024Q2: 848,063 shares; 2024Q3: 828,327 shares; 2024Q4: 3,187,865 shares; 2025Q1: 3,102,728 shares; 2025Q2: 3,045,218 shares; 2025Q3: 2,940,881 shares 2,940,881 $93.8M 16.63% -104,337 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 887,328 shares; 2024Q1: 896,552 shares; 2024Q2: 899,034 shares; 2024Q3: 915,049 shares; 2024Q4: 2,724,819 shares; 2025Q1: 2,700,626 shares; 2025Q2: 2,653,686 shares; 2025Q3: 2,611,407 shares 2,611,407 $76M 13.47% -42,279 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,671,905 shares; 2024Q1: 1,700,755 shares; 2024Q2: 1,712,631 shares; 2024Q3: 1,746,661 shares; 2024Q4: 1,751,619 shares; 2025Q1: 1,751,384 shares; 2025Q2: 1,731,849 shares; 2025Q3: 1,692,450 shares 1,692,450 $64M 11.34% -39,399 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 342,472 shares; 2024Q1: 341,147 shares; 2024Q2: 339,173 shares; 2024Q3: 338,231 shares; 2024Q4: 334,428 shares; 2025Q1: 335,246 shares; 2025Q2: 335,092 shares; 2025Q3: 324,192 shares 324,192 $63.1M 11.17% -10,900 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 466,953 shares; 2024Q1: 477,381 shares; 2024Q2: 489,255 shares; 2024Q3: 502,419 shares; 2024Q4: 503,261 shares; 2025Q1: 508,626 shares; 2025Q2: 523,889 shares; 2025Q3: 527,503 shares 527,503 $62.7M 11.11% +3,614 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 63,668 shares; 2024Q1: 62,809 shares; 2024Q2: 62,242 shares; 2024Q3: 61,958 shares; 2024Q4: 59,804 shares; 2025Q1: 59,927 shares; 2025Q2: 56,078 shares; 2025Q3: 56,392 shares 56,392 $8.21M 1.45% +314 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,402 shares; 2024Q1: 17,161 shares; 2024Q2: 17,162 shares; 2024Q3: 17,190 shares; 2024Q4: 16,914 shares; 2025Q1: 16,914 shares; 2025Q2: 16,914 shares; 2025Q3: 16,915 shares 16,915 $7.92M 1.4% +1 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,398 shares; 2024Q1: 21,399 shares; 2024Q2: 15,041 shares; 2024Q3: 15,056 shares; 2024Q4: 15,072 shares; 2025Q1: 14,907 shares; 2025Q2: 14,908 shares; 2025Q3: 14,999 shares 14,999 $7.77M 1.38% +91 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25,009 shares; 2024Q1: 24,994 shares; 2024Q2: 24,865 shares; 2024Q3: 25,446 shares; 2024Q4: 26,351 shares; 2025Q1: 26,305 shares; 2025Q2: 25,346 shares; 2025Q3: 25,976 shares 25,976 $6.61M 1.17% +630 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 22,629 shares; 2024Q1: 23,074 shares; 2024Q2: 23,074 shares; 2024Q3: 23,074 shares; 2024Q4: 23,074 shares; 2025Q1: 22,929 shares; 2025Q2: 22,935 shares; 2025Q3: 22,935 shares 22,935 $5.59M 0.99% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 74,929 shares; 2024Q1: 75,005 shares; 2024Q2: 73,314 shares; 2024Q3: 73,195 shares; 2024Q4: 227,547 shares; 2025Q1: 221,673 shares; 2025Q2: 221,924 shares; 2025Q3: 200,995 shares 200,995 $5.29M 0.94% -20,929 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; 2023Q4: 12,146 shares; 2024Q1: 11,831 shares; 2024Q2: 12,128 shares; 2024Q3: 12,128 shares; 2024Q4: 12,128 shares; 2025Q1: 12,128 shares; 2025Q2: 12,137 shares; 2025Q3: 11,467 shares 11,467 $3.62M 0.64% -670 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,042 shares; 2024Q1: 16,042 shares; 2024Q2: 16,042 shares; 2024Q3: 37,829 shares; 2024Q4: 37,904 shares; 2025Q1: 37,952 shares; 2025Q2: 59,514 shares; 2025Q3: 59,527 shares 59,527 $3.41M 0.6% +13 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 77,543 shares; 2024Q1: 77,543 shares; 2024Q2: 77,543 shares; 2024Q3: 77,401 shares; 2024Q4: 74,218 shares; 2025Q1: 74,218 shares; 2025Q2: 74,218 shares; 2025Q3: 74,218 shares 74,218 $2.94M 0.52% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 70,387 shares; 2024Q1: 69,280 shares; 2024Q2: 66,965 shares; 2024Q3: 66,996 shares; 2024Q4: 65,262 shares; 2025Q1: 66,035 shares; 2025Q2: 64,037 shares; 2025Q3: 63,112 shares 63,112 $2.85M 0.5% -925 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; 2023Q4: 21,759 shares; 2024Q1: 21,759 shares; 2024Q2: 21,179 shares; 2024Q3: 21,179 shares; 2024Q4: 21,179 shares; 2025Q1: 21,179 shares; 2025Q2: 20,640 shares; 2025Q3: 20,905 shares 20,905 $2.36M 0.42% +265 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 30,462 shares; 2024Q1: 30,325 shares; 2024Q2: 30,787 shares; 2024Q3: 30,770 shares; 2024Q4: 30,153 shares; 2025Q1: 30,161 shares; 2025Q2: 22,998 shares; 2025Q3: 24,103 shares 24,103 $2.24M 0.4% +1,105 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; 2023Q4: 10,065 shares; 2024Q1: 10,078 shares; 2024Q2: 10,078 shares; 2024Q3: 9,538 shares; 2024Q4: 9,663 shares; 2025Q1: 9,714 shares; 2025Q2: 9,828 shares; 2025Q3: 9,828 shares 9,828 $2.16M 0.38% 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; 2023Q4: 2,365 shares; 2024Q1: 2,654 shares; 2024Q2: 2,643 shares; 2024Q3: 2,834 shares; 2024Q4: 2,834 shares; 2025Q1: 2,798 shares; 2025Q2: 2,771 shares; 2025Q3: 2,771 shares 2,771 $1.85M 0.33% 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; 2023Q4: 2,057 shares; 2024Q1: 2,057 shares; 2024Q2: 2,057 shares; 2024Q3: 2,057 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 2,043 shares; 2025Q3: 3,043 shares 3,043 $1.83M 0.32% +1,000 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,177 shares; 2024Q1: 7,329 shares; 2024Q2: 7,304 shares; 2024Q3: 7,341 shares; 2024Q4: 7,341 shares; 2025Q1: 7,341 shares; 2025Q2: 7,341 shares; 2025Q3: 7,341 shares 7,341 $1.78M 0.31% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 32,579 shares; 2024Q1: 31,172 shares; 2024Q2: 31,172 shares; 2024Q3: 31,374 shares; 2024Q4: 62,792 shares; 2025Q1: 62,809 shares; 2025Q2: 62,833 shares; 2025Q3: 62,857 shares 62,857 $1.75M 0.31% +24 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,844 shares; 2024Q1: 14,277 shares; 2024Q2: 14,277 shares; 2024Q3: 14,277 shares; 2024Q4: 14,277 shares; 2025Q1: 14,277 shares; 2025Q2: 14,303 shares; 2025Q3: 14,303 shares 14,303 $1.72M 0.3% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,440 shares; 2024Q1: 7,401 shares; 2024Q2: 7,401 shares; 2024Q3: 7,402 shares; 2024Q4: 6,702 shares; 2025Q1: 6,622 shares; 2025Q2: 6,623 shares; 2025Q3: 6,623 shares 6,623 $1.61M 0.29% 0 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; 2023Q4: 1,931 shares; 2024Q1: 1,931 shares; 2024Q2: 1,931 shares; 2024Q3: 4,019 shares; 2024Q4: 4,019 shares; 2025Q1: 4,019 shares; 2025Q2: 3,837 shares; 2025Q3: 3,837 shares 3,837 $1.55M 0.28% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,100 shares; 2024Q1: 7,100 shares; 2024Q2: 7,100 shares; 2024Q3: 7,100 shares; 2024Q4: 6,537 shares; 2025Q1: 6,537 shares; 2025Q2: 6,537 shares; 2025Q3: 6,537 shares 6,537 $1.33M 0.24% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,485 shares; 2024Q1: 7,485 shares; 2024Q2: 7,131 shares; 2024Q3: 7,132 shares; 2024Q4: 7,132 shares; 2025Q1: 7,080 shares; 2025Q2: 7,080 shares; 2025Q3: 7,080 shares 7,080 $1.31M 0.23% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,040 shares; 2024Q4: 5,081 shares; 2025Q1: 5,081 shares; 2025Q2: 13,395 shares; 2025Q3: 13,395 shares 13,395 $1.01M 0.18% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,450 shares; 2024Q1: 4,450 shares; 2024Q2: 4,450 shares; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,300 shares; 2025Q3: 4,158 shares 4,158 $963K 0.17% -142 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,804 shares; 2024Q1: 5,469 shares; 2024Q2: 5,599 shares; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,601 shares; 2025Q2: 5,602 shares; 2025Q3: 5,602 shares 5,602 $937K 0.17% 0 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; 2023Q4: 6,382 shares; 2024Q1: 6,023 shares; 2024Q2: 6,023 shares; 2024Q3: 5,977 shares; 2024Q4: 5,977 shares; 2025Q1: 5,977 shares; 2025Q2: 5,977 shares; 2025Q3: 5,977 shares 5,977 $918K 0.16% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,476 shares; 2024Q1: 5,476 shares; 2024Q2: 5,476 shares; 2024Q3: 5,476 shares; 2024Q4: 5,476 shares; 2025Q1: 5,476 shares; 2025Q2: 5,706 shares; 2025Q3: 5,706 shares 5,706 $907K 0.16% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,662 shares 6,662 $892K 0.16% +162 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; 2023Q4: 17,017 shares; 2024Q1: 17,020 shares; 2024Q2: 17,185 shares; 2024Q3: 16,854 shares; 2024Q4: 21,399 shares; 2025Q1: 19,153 shares; 2025Q2: 19,170 shares; 2025Q3: 18,900 shares 18,900 $831K 0.15% -270 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 266 shares; 2024Q2: 2,694 shares; 2024Q3: 2,792 shares; 2024Q4: 2,813 shares; 2025Q1: 2,734 shares; 2025Q2: 2,734 shares; 2025Q3: 4,427 shares 4,427 $826K 0.15% +1,693 Timeline ESMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 29,666 shares; 2024Q1: 25,773 shares; 2024Q2: 25,773 shares; 2024Q3: 25,773 shares; 2024Q4: 25,773 shares; 2025Q1: 25,773 shares; 2025Q2: 25,773 shares; 2025Q3: 25,773 shares 25,773 $751K 0.13% 0 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; 2023Q4: 1,191 shares; 2024Q1: 1,191 shares; 2024Q2: 1,158 shares; 2024Q3: 1,158 shares; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 1,175 shares 1,175 $719K 0.13% +16 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; 2023Q4: 1,422 shares; 2024Q1: 1,422 shares; 2024Q2: 1,422 shares; 2024Q3: 1,422 shares; 2024Q4: 1,426 shares; 2025Q1: 1,317 shares; 2025Q2: 1,323 shares; 2025Q3: 1,423 shares 1,423 $715K 0.13% +100 Timeline AVSU 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares 9,600 $706K 0.13% 0 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; 2023Q4: 1,986 shares; 2024Q1: 1,986 shares; 2024Q2: 1,986 shares; 2024Q3: 1,986 shares; 2024Q4: 2,357 shares; 2025Q1: 2,407 shares; 2025Q2: 2,407 shares; 2025Q3: 2,241 shares 2,241 $632K 0.11% -166 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $628K 0.11% 0 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; 2023Q4: 847 shares; 2024Q1: 847 shares; 2024Q2: 847 shares; 2024Q3: 847 shares; 2024Q4: 954 shares; 2025Q1: 886 shares; 2025Q2: 818 shares; 2025Q3: 818 shares 818 $620K 0.11% 0 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; 2023Q4: 2,165 shares; 2024Q1: 2,165 shares; 2024Q2: 2,165 shares; 2024Q3: 2,165 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares 2,046 $601K 0.11% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,310 shares; 2024Q1: 10,310 shares; 2024Q2: 8,810 shares; 2024Q3: 8,810 shares; 2024Q4: 8,810 shares; 2025Q1: 8,810 shares; 2025Q2: 8,810 shares; 2025Q3: 8,810 shares 8,810 $573K 0.1% 0 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; 2023Q4: 2,287 shares; 2024Q1: 2,288 shares; 2024Q2: 2,288 shares; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares 2,220 $558K 0.1% 0 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; 2023Q4: 2,346 shares; 2024Q1: 2,346 shares; 2024Q2: 2,287 shares; 2024Q3: 2,287 shares; 2024Q4: 2,287 shares; 2025Q1: 2,287 shares; 2025Q2: 2,287 shares; 2025Q3: 2,287 shares 2,287 $541K 0.1% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 159 shares; 2024Q2: 159 shares; 2024Q3: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares 1,590 $525K 0.09% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,096 shares; 2024Q1: 4,096 shares; 2024Q2: 4,096 shares; 2024Q3: 4,096 shares; 2024Q4: 4,096 shares; 2025Q1: 4,046 shares; 2025Q2: 3,896 shares; 2025Q3: 3,896 shares 3,896 $522K 0.09% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,130 shares; 2024Q1: 1,130 shares; 2024Q2: 1,130 shares; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares 1,090 $520K 0.09% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,690 shares; 2024Q1: 1,691 shares; 2024Q2: 1,693 shares; 2024Q3: 1,694 shares; 2024Q4: 1,695 shares; 2025Q1: 1,696 shares; 2025Q2: 1,697 shares; 2025Q3: 1,698 shares 1,698 $516K 0.09% +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; 2023Q4: not reported; 2024Q1: 1,607 shares; 2024Q2: 1,607 shares; 2024Q3: 1,607 shares; 2024Q4: 1,613 shares; 2025Q1: 1,613 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares 1,613 $485K 0.09% 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; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares; 2024Q2: 1,440 shares; 2024Q3: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares 1,440 $478K 0.08% 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; 2023Q4: 17,468 shares; 2024Q1: 17,479 shares; 2024Q2: 17,492 shares; 2024Q3: 17,503 shares; 2024Q4: 17,513 shares; 2025Q1: 16,874 shares; 2025Q2: 16,882 shares; 2025Q3: 16,480 shares 16,480 $465K 0.08% -402 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; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 610 shares 610 $455K 0.08% +10 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; 2023Q4: 4,724 shares; 2024Q1: 4,725 shares; 2024Q2: 4,726 shares; 2024Q3: 4,792 shares; 2024Q4: 4,792 shares; 2025Q1: 4,793 shares; 2025Q2: 6,594 shares; 2025Q3: 6,596 shares 6,596 $451K 0.08% +2 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; 2023Q4: 8,061 shares; 2024Q1: 8,061 shares; 2024Q2: 8,061 shares; 2024Q3: 8,061 shares; 2024Q4: 8,061 shares; 2025Q1: 8,061 shares; 2025Q2: 8,061 shares; 2025Q3: 8,061 shares 8,061 $416K 0.07% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,002 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 991 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 873 shares 873 $388K 0.07% +22 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,881 shares; 2025Q1: 3,912 shares; 2025Q2: 3,945 shares; 2025Q3: 3,977 shares 3,977 $377K 0.07% +32 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,457 shares; 2024Q1: 4,376 shares; 2024Q2: 3,923 shares; 2024Q3: 3,923 shares; 2024Q4: 3,923 shares; 2025Q1: 3,470 shares; 2025Q2: 3,470 shares; 2025Q3: 3,470 shares 3,470 $358K 0.06% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,237 shares; 2024Q1: 2,237 shares; 2024Q2: 2,275 shares; 2024Q3: 2,239 shares; 2024Q4: 2,239 shares; 2025Q1: 2,240 shares; 2025Q2: 2,241 shares; 2025Q3: 2,241 shares 2,241 $348K 0.06% 0 Timeline VIOO 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; 2023Q4: 3,120 shares; 2024Q1: 3,120 shares; 2024Q2: 3,120 shares; 2024Q3: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares 3,120 $345K 0.06% 0 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; 2023Q4: 4,938 shares; 2024Q1: 4,938 shares; 2024Q2: 4,938 shares; 2024Q3: 4,938 shares; 2024Q4: 4,688 shares; 2025Q1: 4,225 shares; 2025Q2: 4,225 shares; 2025Q3: 4,225 shares 4,225 $338K 0.06% 0 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; 2023Q4: 2,820 shares; 2024Q1: 2,820 shares; 2024Q2: 2,820 shares; 2024Q3: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,820 shares; 2025Q2: 2,820 shares; 2025Q3: 2,820 shares 2,820 $327K 0.06% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,244 shares; 2024Q1: 1,244 shares; 2024Q2: 1,244 shares; 2024Q3: 1,244 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares 1,105 $312K 0.06% 0 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; 2023Q4: 1,254 shares; 2024Q1: 1,254 shares; 2024Q2: 1,254 shares; 2024Q3: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares 1,255 $308K 0.05% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,020 shares; 2024Q1: 1,020 shares; 2024Q2: 1,020 shares; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares 1,020 $288K 0.05% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,711 shares; 2025Q1: 10,958 shares; 2025Q2: 9,802 shares; 2025Q3: 10,170 shares 10,170 $278K 0.05% +368 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,380 shares; 2024Q1: 18,380 shares; 2024Q2: 18,380 shares; 2024Q3: 18,505 shares; 2024Q4: 18,505 shares; 2025Q1: 18,505 shares; 2025Q2: not reported; 2025Q3: 8,105 shares 8,105 $272K 0.05% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,151 shares; 2024Q1: 2,152 shares; 2024Q2: 2,153 shares; 2024Q3: 2,153 shares; 2024Q4: 2,153 shares; 2025Q1: 1,973 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares 1,874 $263K 0.05% 0 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; 2023Q4: 3,897 shares; 2024Q1: 3,897 shares; 2024Q2: 3,898 shares; 2024Q3: 3,898 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,901 shares 3,901 $259K 0.05% +1 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,473 shares; 2024Q1: 1,473 shares; 2024Q2: 1,473 shares; 2024Q3: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares 1,473 $249K 0.04% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,125 shares; 2025Q1: not reported; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares 2,125 $244K 0.04% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $242K 0.04% 0 IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,744 shares; 2024Q1: 1,744 shares; 2024Q2: 1,744 shares; 2024Q3: 1,744 shares; 2024Q4: 1,744 shares; 2025Q1: 1,667 shares; 2025Q2: 1,667 shares; 2025Q3: 1,667 shares 1,667 $241K 0.04% 0 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; 2023Q4: 2,440 shares; 2024Q1: 2,085 shares; 2024Q2: 2,085 shares; 2024Q3: not reported; 2024Q4: 2,053 shares; 2025Q1: 2,053 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares 2,060 $236K 0.04% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares 270 $215K 0.04% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 600 shares; 2024Q2: not reported; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $208K 0.04% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,830 shares; 2025Q1: 1,830 shares; 2025Q2: not reported; 2025Q3: 1,465 shares 1,465 $206K 0.04% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares 427 $205K 0.04% new Timeline