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; 2022Q2: 228,181 shares; 2022Q3: 218,440 shares; 2022Q4: 209,595 shares; 2023Q1: 211,880 shares; 2023Q2: 203,088 shares; 2023Q3: 182,428 shares; 2023Q4: 179,092 shares; 2024Q1: 183,759 shares 183,759 $88.3M 15.58% +4,667 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 1,859,747 shares; 2022Q3: 1,819,087 shares; 2022Q4: 1,652,223 shares; 2023Q1: 1,670,540 shares; 2023Q2: 1,606,912 shares; 2023Q3: 1,611,607 shares; 2023Q4: 1,613,677 shares; 2024Q1: 1,654,073 shares 1,654,073 $67.7M 11.94% +40,396 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; 2022Q2: 138,019 shares; 2022Q3: 137,294 shares; 2022Q4: 135,886 shares; 2023Q1: 134,150 shares; 2023Q2: 130,943 shares; 2023Q3: 129,599 shares; 2023Q4: 126,243 shares; 2024Q1: 122,238 shares 122,238 $63.9M 11.28% -4,005 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 1,075,426 shares; 2022Q3: 1,146,280 shares; 2022Q4: 1,149,012 shares; 2023Q1: 1,205,152 shares; 2023Q2: 1,160,891 shares; 2023Q3: 1,165,774 shares; 2023Q4: 1,175,414 shares; 2024Q1: 1,242,649 shares 1,242,649 $44.5M 7.86% +67,235 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 102,239 shares; 2022Q3: 105,019 shares; 2022Q4: 103,705 shares; 2023Q1: 102,848 shares; 2023Q2: 105,563 shares; 2023Q3: 103,463 shares; 2023Q4: 103,834 shares; 2024Q1: 537,167 shares 537,167 $32.6M 5.76% +433,333 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 83,760 shares; 2022Q3: 84,538 shares; 2022Q4: 83,169 shares; 2023Q1: 82,130 shares; 2023Q2: 79,194 shares; 2023Q3: 71,661 shares; 2023Q4: 68,514 shares; 2024Q1: 65,482 shares 65,482 $26M 4.6% -3,032 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; 2022Q2: 48,717 shares; 2022Q3: 49,289 shares; 2022Q4: 47,912 shares; 2023Q1: 46,977 shares; 2023Q2: 46,501 shares; 2023Q3: 45,954 shares; 2023Q4: 45,817 shares; 2024Q1: 45,304 shares 45,304 $25.2M 4.45% -513 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 777,535 shares; 2023Q4: 878,150 shares; 2024Q1: 994,183 shares 994,183 $22.6M 3.99% +116,033 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 210,643 shares; 2022Q3: 212,535 shares; 2022Q4: 212,682 shares; 2023Q1: 207,411 shares; 2023Q2: 206,542 shares; 2023Q3: 205,077 shares; 2023Q4: 206,565 shares; 2024Q1: 219,943 shares 219,943 $18.2M 3.22% +13,378 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 493,471 shares; 2022Q3: 503,481 shares; 2022Q4: 478,105 shares; 2023Q1: 496,164 shares; 2023Q2: 473,372 shares; 2023Q3: 476,180 shares; 2023Q4: 511,177 shares; 2024Q1: 556,877 shares 556,877 $15.6M 2.75% +45,700 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 85,693 shares; 2022Q3: 87,915 shares; 2022Q4: 85,879 shares; 2023Q1: 84,372 shares; 2023Q2: 81,369 shares; 2023Q3: 78,866 shares; 2023Q4: 78,531 shares; 2024Q1: 78,332 shares 78,332 $13.4M 2.37% -199 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 141,577 shares; 2022Q3: 184,284 shares; 2022Q4: 332,206 shares; 2023Q1: 343,937 shares; 2023Q2: 340,636 shares; 2023Q3: 330,254 shares; 2023Q4: 321,554 shares; 2024Q1: 304,111 shares 304,111 $11.9M 2.09% -17,443 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 48,512 shares; 2022Q3: 58,112 shares; 2022Q4: 48,889 shares; 2023Q1: 48,590 shares; 2023Q2: 48,515 shares; 2023Q3: 48,240 shares; 2023Q4: 47,603 shares; 2024Q1: 46,989 shares 46,989 $11.3M 1.99% -614 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; 2022Q2: 61,272 shares; 2022Q3: 89,531 shares; 2022Q4: 185,136 shares; 2023Q1: 222,111 shares; 2023Q2: 210,491 shares; 2023Q3: 194,928 shares; 2023Q4: 184,637 shares; 2024Q1: 180,221 shares 180,221 $11.2M 1.97% -4,416 Timeline PowerShares QQQ Trust Unit … PowerShares QQQ Trust Unit Ser More: the full row for PowerShares QQQ Trust Unit Ser Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 25,679 shares; 2022Q3: 31,369 shares; 2022Q4: 30,098 shares; 2023Q1: 26,560 shares; 2023Q2: 25,844 shares; 2023Q3: 24,960 shares; 2023Q4: 23,793 shares; 2024Q1: 24,544 shares 24,544 $10.9M 1.92% +751 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; 2022Q2: 23,891 shares; 2022Q3: 23,892 shares; 2022Q4: 23,831 shares; 2023Q1: 23,686 shares; 2023Q2: 23,666 shares; 2023Q3: 23,448 shares; 2023Q4: 23,155 shares; 2024Q1: 22,015 shares 22,015 $7.58M 1.34% -1,140 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 36,938 shares; 2022Q3: 36,896 shares; 2022Q4: 38,826 shares; 2023Q1: 42,089 shares; 2023Q2: 41,439 shares; 2023Q3: 41,512 shares; 2023Q4: 41,701 shares; 2024Q1: 44,459 shares 44,459 $7.53M 1.33% +2,758 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 55,389 shares; 2023Q4: 64,666 shares; 2024Q1: 66,408 shares 66,408 $6.29M 1.11% +1,742 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 131,071 shares; 2022Q3: 131,331 shares; 2022Q4: 132,137 shares; 2023Q1: 124,567 shares; 2023Q2: 121,712 shares; 2023Q3: 117,813 shares; 2023Q4: 116,177 shares; 2024Q1: 101,996 shares 101,996 $5.11M 0.9% -14,181 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 76,129 shares; 2022Q3: 118,837 shares; 2022Q4: 107,310 shares; 2023Q1: 89,552 shares; 2023Q2: 107,945 shares; 2023Q3: 106,850 shares; 2023Q4: 97,759 shares; 2024Q1: 97,759 shares 97,759 $3.41M 0.6% 0 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 90,667 shares; 2022Q3: 90,667 shares; 2022Q4: 90,667 shares; 2023Q1: 90,667 shares; 2023Q2: 73,667 shares; 2023Q3: 118,925 shares; 2023Q4: 115,925 shares; 2024Q1: 115,925 shares 115,925 $3.35M 0.59% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 20,093 shares; 2022Q3: 24,132 shares; 2022Q4: 33,085 shares; 2023Q1: 35,069 shares; 2023Q2: 38,267 shares; 2023Q3: 38,489 shares; 2023Q4: 38,039 shares; 2024Q1: 37,919 shares 37,919 $3.09M 0.54% -120 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; 2022Q2: 7,233 shares; 2022Q3: 7,233 shares; 2022Q4: 7,233 shares; 2023Q1: 7,233 shares; 2023Q2: 7,233 shares; 2023Q3: 7,233 shares; 2023Q4: 7,233 shares; 2024Q1: 7,290 shares 7,290 $3.07M 0.54% +57 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 7,822 shares; 2022Q3: 7,668 shares; 2022Q4: 7,332 shares; 2023Q1: 7,439 shares; 2023Q2: 7,709 shares; 2023Q3: 7,493 shares; 2023Q4: 7,275 shares; 2024Q1: 7,245 shares 7,245 $3.05M 0.54% -30 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 35,328 shares; 2022Q3: 35,328 shares; 2022Q4: 35,328 shares; 2023Q1: 35,328 shares; 2023Q2: 35,328 shares; 2023Q3: 35,328 shares; 2023Q4: 35,328 shares; 2024Q1: 35,328 shares 35,328 $2.97M 0.52% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 60,465 shares; 2023Q1: 60,217 shares; 2023Q2: 75,213 shares; 2023Q3: 44,414 shares; 2023Q4: 43,383 shares; 2024Q1: 29,728 shares 29,728 $2.91M 0.51% -13,655 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; 2022Q2: 22,245 shares; 2022Q3: 22,200 shares; 2022Q4: 21,518 shares; 2023Q1: 21,418 shares; 2023Q2: 21,394 shares; 2023Q3: 21,342 shares; 2023Q4: 23,039 shares; 2024Q1: 23,075 shares 23,075 $2.68M 0.47% +36 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 11,183 shares; 2023Q1: 13,495 shares; 2023Q2: 26,104 shares; 2023Q3: 33,565 shares; 2023Q4: 30,400 shares; 2024Q1: 28,313 shares 28,313 $2.68M 0.47% -2,087 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 37,906 shares; 2022Q3: 71,859 shares; 2022Q4: 128,608 shares; 2023Q1: 82,068 shares; 2023Q2: 61,505 shares; 2023Q3: 37,620 shares; 2023Q4: 39,667 shares; 2024Q1: 24,954 shares 24,954 $2.31M 0.41% -14,713 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 108,140 shares; 2022Q3: 109,065 shares; 2022Q4: 106,881 shares; 2023Q1: 107,426 shares; 2023Q2: 107,877 shares; 2023Q3: 108,822 shares; 2023Q4: 108,775 shares; 2024Q1: 106,969 shares 106,969 $2.24M 0.4% -1,806 INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 104,365 shares; 2022Q3: 106,740 shares; 2022Q4: 103,792 shares; 2023Q1: 106,664 shares; 2023Q2: 107,517 shares; 2023Q3: 107,523 shares; 2023Q4: 107,845 shares; 2024Q1: 106,591 shares 106,591 $2.18M 0.38% -1,254 BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 97,806 shares; 2022Q3: 101,481 shares; 2022Q4: 99,850 shares; 2023Q1: 102,198 shares; 2023Q2: 103,179 shares; 2023Q3: 106,210 shares; 2023Q4: 107,040 shares; 2024Q1: 106,201 shares 106,201 $2.04M 0.36% -839 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; 2022Q2: 12,880 shares; 2022Q3: 13,510 shares; 2022Q4: 13,240 shares; 2023Q1: 11,670 shares; 2023Q2: 11,810 shares; 2023Q3: 11,570 shares; 2023Q4: 11,386 shares; 2024Q1: 11,286 shares 11,286 $2.04M 0.36% -100 Timeline POWERSHARES ETF TR II S&P50… POWERSHARES ETF TR II S&P500 L More: the full row for POWERSHARES ETF TR II S&P500 L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 52,481 shares; 2022Q3: 52,476 shares; 2022Q4: 49,701 shares; 2023Q1: 45,251 shares; 2023Q2: 43,001 shares; 2023Q3: 38,886 shares; 2023Q4: 35,078 shares; 2024Q1: 30,568 shares 30,568 $2.01M 0.36% -4,510 BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 91,105 shares; 2022Q3: 93,030 shares; 2022Q4: 92,079 shares; 2023Q1: 96,849 shares; 2023Q2: 99,631 shares; 2023Q3: 102,536 shares; 2023Q4: 104,602 shares; 2024Q1: 103,199 shares 103,199 $1.99M 0.35% -1,403 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 219,547 shares; 2022Q3: 226,224 shares; 2022Q4: 164,969 shares; 2023Q1: 135,465 shares; 2023Q2: 115,283 shares; 2023Q3: 102,411 shares; 2023Q4: 93,785 shares; 2024Q1: 73,649 shares 73,649 $1.86M 0.33% -20,136 Timeline INVESCO BULLETSHARES 2020 C… INVESCO BULLETSHARES 2020 CORP More: the full row for INVESCO BULLETSHARES 2020 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 64,322 shares; 2022Q3: 68,192 shares; 2022Q4: 68,926 shares; 2023Q1: 71,781 shares; 2023Q2: 75,513 shares; 2023Q3: 79,961 shares; 2023Q4: 81,044 shares; 2024Q1: 81,642 shares 81,642 $1.64M 0.29% +598 GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 528 shares; 2022Q3: 10,560 shares; 2022Q4: 10,560 shares; 2023Q1: 9,860 shares; 2023Q2: 9,860 shares; 2023Q3: 9,540 shares; 2023Q4: 9,540 shares; 2024Q1: 9,607 shares 9,607 $1.46M 0.26% +67 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 1,428 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,193 shares; 2023Q2: 1,193 shares; 2023Q3: 1,493 shares; 2023Q4: 1,493 shares; 2024Q1: 1,593 shares 1,593 $1.44M 0.25% +100 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 5,299 shares; 2022Q3: 5,048 shares; 2022Q4: 5,048 shares; 2023Q1: 5,048 shares; 2023Q2: 5,048 shares; 2023Q3: 5,048 shares; 2023Q4: 5,048 shares; 2024Q1: 5,058 shares 5,058 $1.43M 0.25% +10 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 16,700 shares; 2022Q3: 25,900 shares; 2022Q4: 27,729 shares; 2023Q1: 35,034 shares; 2023Q2: 42,542 shares; 2023Q3: 63,820 shares; 2023Q4: 66,779 shares; 2024Q1: 75,724 shares 75,724 $1.39M 0.24% +8,945 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 516 shares; 2022Q3: 10,234 shares; 2022Q4: 9,494 shares; 2023Q1: 9,294 shares; 2023Q2: 9,294 shares; 2023Q3: 9,051 shares; 2023Q4: 8,873 shares; 2024Q1: 8,869 shares 8,869 $1.34M 0.24% -4 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; 2022Q2: 1,401 shares; 2022Q3: 1,409 shares; 2022Q4: 1,130 shares; 2023Q1: 1,130 shares; 2023Q2: 1,130 shares; 2023Q3: 1,125 shares; 2023Q4: 1,124 shares; 2024Q1: 1,619 shares 1,619 $1.26M 0.22% +495 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; 2022Q2: 5,001 shares; 2022Q3: 5,025 shares; 2022Q4: 4,870 shares; 2023Q1: 4,765 shares; 2023Q2: 4,765 shares; 2023Q3: 4,765 shares; 2023Q4: 2,963 shares; 2024Q1: 2,971 shares 2,971 $1.14M 0.2% +8 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 6,879 shares; 2022Q3: 6,950 shares; 2022Q4: 6,379 shares; 2023Q1: 6,840 shares; 2023Q2: 6,795 shares; 2023Q3: 6,521 shares; 2023Q4: 6,021 shares; 2024Q1: 18,068 shares 18,068 $1.09M 0.19% +12,047 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 22,955 shares; 2022Q3: 61,330 shares; 2022Q4: 102,088 shares; 2023Q1: 62,416 shares; 2023Q2: 43,889 shares; 2023Q3: 27,930 shares; 2023Q4: 22,030 shares; 2024Q1: 12,508 shares 12,508 $1.01M 0.18% -9,522 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 9,877 shares; 2022Q3: 9,872 shares; 2022Q4: 9,368 shares; 2023Q1: 9,730 shares; 2023Q2: 9,680 shares; 2023Q3: 9,424 shares; 2023Q4: 5,689 shares; 2024Q1: 5,689 shares 5,689 $996K 0.18% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 4,620 shares; 2022Q3: 5,005 shares; 2022Q4: 4,765 shares; 2023Q1: 4,765 shares; 2023Q2: 4,780 shares; 2023Q3: 4,935 shares; 2023Q4: 4,935 shares; 2024Q1: 4,780 shares 4,780 $873K 0.15% -155 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 7,705 shares; 2023Q4: 8,879 shares; 2024Q1: 8,877 shares 8,877 $866K 0.15% -2 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 4,386 shares; 2022Q3: 4,386 shares; 2022Q4: 4,248 shares; 2023Q1: 4,248 shares; 2023Q2: 4,248 shares; 2023Q3: 4,248 shares; 2023Q4: 4,348 shares; 2024Q1: 4,322 shares 4,322 $787K 0.14% -26 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; 2022Q2: 3,382 shares; 2022Q3: 3,409 shares; 2022Q4: 3,409 shares; 2023Q1: 3,409 shares; 2023Q2: 3,259 shares; 2023Q3: 2,959 shares; 2023Q4: 2,954 shares; 2024Q1: 2,954 shares 2,954 $726K 0.13% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 11,968 shares; 2023Q3: 17,645 shares; 2023Q4: 22,752 shares; 2024Q1: 43,545 shares 43,545 $714K 0.13% +20,793 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 5,231 shares; 2022Q3: 5,266 shares; 2022Q4: 4,783 shares; 2023Q1: 4,706 shares; 2023Q2: 4,706 shares; 2023Q3: 4,462 shares; 2023Q4: 4,493 shares; 2024Q1: 4,493 shares 4,493 $711K 0.13% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 3,812 shares; 2022Q3: 3,736 shares; 2022Q4: 3,736 shares; 2023Q1: 3,736 shares; 2023Q2: 3,736 shares; 2023Q3: 3,621 shares; 2023Q4: 3,616 shares; 2024Q1: 3,626 shares 3,626 $700K 0.12% +10 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 1,487 shares; 2022Q3: 4,461 shares; 2022Q4: 4,341 shares; 2023Q1: 4,041 shares; 2023Q2: 4,041 shares; 2023Q3: 3,977 shares; 2023Q4: 3,705 shares; 2024Q1: 3,683 shares 3,683 $647K 0.11% -22 Timeline BRK-A 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; 2022Q2: 1 shares; 2022Q3: 1 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares 1 $634K 0.11% 0 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; 2022Q2: 3,904 shares; 2022Q3: 3,916 shares; 2022Q4: 3,076 shares; 2023Q1: 3,706 shares; 2023Q2: 3,614 shares; 2023Q3: 3,255 shares; 2023Q4: 3,259 shares; 2024Q1: 3,091 shares 3,091 $619K 0.11% -168 Timeline JMST 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; 2022Q2: 105,680 shares; 2022Q3: 106,340 shares; 2022Q4: 89,960 shares; 2023Q1: 75,025 shares; 2023Q2: 67,365 shares; 2023Q3: 44,125 shares; 2023Q4: 22,225 shares; 2024Q1: 11,975 shares 11,975 $608K 0.11% -10,250 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 2,245 shares; 2022Q3: 2,245 shares; 2022Q4: 2,245 shares; 2023Q1: 2,245 shares; 2023Q2: 2,245 shares; 2023Q3: 4,490 shares; 2023Q4: 4,490 shares; 2024Q1: 4,514 shares 4,514 $580K 0.1% +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; 2022Q2: 4,855 shares; 2022Q3: 5,132 shares; 2022Q4: 3,270 shares; 2023Q1: 4,105 shares; 2023Q2: 3,673 shares; 2023Q3: 3,669 shares; 2023Q4: 3,649 shares; 2024Q1: 3,649 shares 3,649 $576K 0.1% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 3,214 shares; 2022Q3: 2,861 shares; 2022Q4: 2,861 shares; 2023Q1: 2,861 shares; 2023Q2: 2,861 shares; 2023Q3: 2,856 shares; 2023Q4: 2,856 shares; 2024Q1: 2,876 shares 2,876 $501K 0.09% +20 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; 2022Q2: 7,166 shares; 2022Q3: 7,146 shares; 2022Q4: 7,146 shares; 2023Q1: 7,146 shares; 2023Q2: 7,146 shares; 2023Q3: 7,136 shares; 2023Q4: 7,694 shares; 2024Q1: 7,694 shares 7,694 $471K 0.08% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 29,045 shares 29,045 $468K 0.08% new 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; 2022Q2: 2,135 shares; 2022Q3: 2,185 shares; 2022Q4: 2,550 shares; 2023Q1: 2,576 shares; 2023Q2: 2,576 shares; 2023Q3: 2,461 shares; 2023Q4: 2,461 shares; 2024Q1: 1,766 shares 1,766 $459K 0.08% -695 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; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 978 shares; 2023Q2: 978 shares; 2023Q3: 943 shares; 2023Q4: 943 shares; 2024Q1: 943 shares 943 $458K 0.08% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 4,365 shares; 2022Q3: 4,355 shares; 2022Q4: 4,505 shares; 2023Q1: 4,805 shares; 2023Q2: 4,805 shares; 2023Q3: 4,805 shares; 2023Q4: 4,805 shares; 2024Q1: 4,805 shares 4,805 $448K 0.08% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 8,937 shares; 2022Q3: 8,937 shares; 2022Q4: 8,937 shares; 2023Q1: 7,995 shares; 2023Q2: 7,695 shares; 2023Q3: 7,562 shares; 2023Q4: 7,562 shares; 2024Q1: 7,562 shares 7,562 $440K 0.08% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 947 shares; 2022Q3: 948 shares; 2022Q4: 775 shares; 2023Q1: 899 shares; 2023Q2: 899 shares; 2023Q3: 813 shares; 2023Q4: 813 shares; 2024Q1: 812 shares 812 $421K 0.07% -1 Timeline JPST 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; 2022Q2: 75,550 shares; 2022Q3: 63,393 shares; 2022Q4: 45,705 shares; 2023Q1: 40,959 shares; 2023Q2: 26,831 shares; 2023Q3: 19,671 shares; 2023Q4: 11,471 shares; 2024Q1: 8,116 shares 8,116 $409K 0.07% -3,355 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 3,802 shares; 2022Q3: 3,300 shares; 2022Q4: 3,300 shares; 2023Q1: 3,300 shares; 2023Q2: 3,300 shares; 2023Q3: 3,300 shares; 2023Q4: 3,550 shares; 2024Q1: 3,550 shares 3,550 $403K 0.07% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 4,468 shares; 2022Q3: 4,468 shares; 2022Q4: 4,468 shares; 2023Q1: 3,955 shares; 2023Q2: 3,805 shares; 2023Q3: 3,711 shares; 2023Q4: 3,711 shares; 2024Q1: 3,711 shares 3,711 $368K 0.06% 0 Timeline ALXO ALX ONCOLOGY HLDGS INC More: the full row for ALX ONCOLOGY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 31,417 shares; 2022Q3: 31,417 shares; 2022Q4: 31,417 shares; 2023Q1: 31,417 shares; 2023Q2: 31,417 shares; 2023Q3: 31,417 shares; 2023Q4: 31,417 shares; 2024Q1: 31,417 shares 31,417 $350K 0.06% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 2,731 shares; 2022Q3: 2,731 shares; 2022Q4: 2,731 shares; 2023Q1: 2,731 shares; 2023Q2: 2,731 shares; 2023Q3: 2,731 shares; 2023Q4: 2,731 shares; 2024Q1: 2,481 shares 2,481 $326K 0.06% -250 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 3,330 shares; 2022Q3: 3,330 shares; 2022Q4: 3,030 shares; 2023Q1: 3,030 shares; 2023Q2: 3,030 shares; 2023Q3: 2,977 shares; 2023Q4: 2,977 shares; 2024Q1: 2,987 shares 2,987 $317K 0.06% +10 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; 2022Q2: 1,097 shares; 2022Q3: 1,097 shares; 2022Q4: 1,097 shares; 2023Q1: 1,097 shares; 2023Q2: 1,097 shares; 2023Q3: 1,097 shares; 2023Q4: 1,197 shares; 2024Q1: 1,197 shares 1,197 $299K 0.05% 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; 2022Q2: 1,035 shares; 2022Q3: 1,036 shares; 2022Q4: 1,036 shares; 2023Q1: 1,036 shares; 2023Q2: 1,036 shares; 2023Q3: 1,037 shares; 2023Q4: 1,037 shares; 2024Q1: 1,037 shares 1,037 $295K 0.05% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 892 shares; 2024Q1: 874 shares 874 $273K 0.05% -18 Timeline RCEL AVITA MEDICAL INC More: the full row for AVITA MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: not reported; 2022Q3: 10,163 shares; 2022Q4: 12,196 shares; 2023Q1: 17,111 shares; 2023Q2: 17,111 shares; 2023Q3: 18,021 shares; 2023Q4: 13,021 shares; 2024Q1: 15,521 shares 15,521 $249K 0.04% +2,500 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 11,286 shares; 2022Q3: 8,450 shares; 2022Q4: 8,450 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,450 shares; 2024Q1: 8,450 shares 8,450 $245K 0.04% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 5,694 shares; 2022Q3: 5,694 shares; 2022Q4: 5,694 shares; 2023Q1: 5,694 shares; 2023Q2: 5,694 shares; 2023Q3: 5,694 shares; 2023Q4: 5,694 shares; 2024Q1: 5,694 shares 5,694 $243K 0.04% 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; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,278 shares; 2024Q1: 1,198 shares 1,198 $229K 0.04% -80 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; 2022Q2: 1,677 shares; 2022Q3: 1,677 shares; 2022Q4: 1,677 shares; 2023Q1: 1,512 shares; 2023Q2: 1,464 shares; 2023Q3: not reported; 2023Q4: 1,396 shares; 2024Q1: 1,396 shares 1,396 $227K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 5,345 shares; 2022Q3: 5,346 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,883 shares 3,883 $225K 0.04% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 230 shares 230 $223K 0.04% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,867 shares; 2023Q3: not reported; 2023Q4: 5,982 shares; 2024Q1: 5,990 shares 5,990 $222K 0.04% +8 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: not reported; 2022Q3: 2,389 shares; 2022Q4: 2,389 shares; 2023Q1: 2,389 shares; 2023Q2: 2,389 shares; 2023Q3: 2,389 shares; 2023Q4: 2,399 shares; 2024Q1: 2,399 shares 2,399 $219K 0.04% 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; 2022Q2: 882 shares; 2022Q3: 1,034 shares; 2022Q4: not reported; 2023Q1: 1,038 shares; 2023Q2: 1,038 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 842 shares 842 $215K 0.04% 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; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 500 shares 500 $209K 0.04% new Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: 7,397 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,397 shares; 2024Q1: 7,397 shares 7,397 $208K 0.04% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,210 shares 1,210 $207K 0.04% new Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 18,740 shares; 2023Q3: 18,740 shares; 2023Q4: 18,790 shares; 2024Q1: 11,641 shares 11,641 $106K 0.02% -7,149 Timeline