AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 64,047 shares; 2026Q1: 62,487 shares; 2026Q2: 62,641 shares; 2026Q3: 60,595 shares 60,595 $20.2M 10.93% -2,046 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,468 shares; 2026Q1: 26,926 shares; 2026Q2: 27,657 shares; 2026Q3: 29,515 shares 29,515 $11M 5.98% +1,858 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 44,592 shares; 2026Q1: 44,972 shares; 2026Q2: 45,622 shares; 2026Q3: 44,277 shares 44,277 $10.3M 5.59% -1,345 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,580 shares; 2026Q1: 20,125 shares; 2026Q2: 20,621 shares; 2026Q3: 19,563 shares 19,563 $10M 5.43% -1,058 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,775 shares; 2026Q1: 12,509 shares; 2026Q2: 12,771 shares; 2026Q3: 13,211 shares 13,211 $9.26M 5.01% +440 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,977 shares; 2026Q1: 10,981 shares; 2026Q2: 11,200 shares; 2026Q3: 11,400 shares 11,400 $3.88M 2.1% +200 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 19,587 shares; 2026Q1: 18,725 shares; 2026Q2: 18,452 shares; 2026Q3: 18,652 shares 18,652 $3.88M 2.1% +200 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,753 shares; 2026Q1: 12,063 shares; 2026Q2: 45,542 shares; 2026Q3: 47,981 shares 47,981 $3.76M 2.04% +2,439 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 38,832 shares; 2026Q1: 40,358 shares; 2026Q2: 40,719 shares; 2026Q3: 41,415 shares 41,415 $3.52M 1.91% +696 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,072 shares; 2026Q1: 24,865 shares; 2026Q2: 24,602 shares; 2026Q3: 23,677 shares 23,677 $3.47M 1.88% -925 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,754 shares; 2026Q1: 10,793 shares; 2026Q2: 10,721 shares; 2026Q3: 9,487 shares 9,487 $3.26M 1.77% -1,234 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,271 shares; 2026Q1: 11,271 shares; 2026Q2: 11,302 shares; 2026Q3: 11,147 shares 11,147 $2.95M 1.6% -155 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 19,698 shares; 2026Q1: 19,709 shares; 2026Q2: 19,473 shares; 2026Q3: 18,882 shares 18,882 $2.93M 1.59% -591 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 29,599 shares; 2026Q1: 28,699 shares; 2026Q2: 29,465 shares; 2026Q3: 27,110 shares 27,110 $2.92M 1.58% -2,355 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,673 shares; 2026Q1: 12,173 shares; 2026Q2: 11,906 shares; 2026Q3: 10,677 shares 10,677 $2.79M 1.51% -1,229 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,867 shares; 2026Q1: 11,892 shares; 2026Q2: 11,211 shares; 2026Q3: 12,094 shares 12,094 $2.76M 1.5% +883 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 32,980 shares; 2026Q1: 33,250 shares; 2026Q2: 33,250 shares; 2026Q3: 33,250 shares 33,250 $2.73M 1.48% 0 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,171 shares; 2026Q1: 12,177 shares; 2026Q2: 11,230 shares; 2026Q3: 10,881 shares 10,881 $2.71M 1.47% -349 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 30,419 shares; 2026Q1: 34,313 shares; 2026Q2: 35,766 shares; 2026Q3: 37,691 shares 37,691 $2.66M 1.44% +1,925 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 68,360 shares; 2026Q1: 68,160 shares; 2026Q2: 68,160 shares; 2026Q3: 65,974 shares 65,974 $2.6M 1.41% -2,186 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,180 shares; 2026Q1: 6,180 shares; 2026Q2: 6,415 shares; 2026Q3: 5,995 shares 5,995 $2.53M 1.37% -420 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,878 shares; 2026Q1: 24,087 shares; 2026Q2: 23,813 shares; 2026Q3: 24,689 shares 24,689 $2.49M 1.35% +876 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,638 shares; 2026Q1: 7,989 shares; 2026Q2: 7,991 shares; 2026Q3: 8,441 shares 8,441 $2.4M 1.3% +450 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,987 shares; 2026Q1: 12,989 shares; 2026Q2: 10,800 shares; 2026Q3: 10,593 shares 10,593 $2.16M 1.17% -207 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,560 shares; 2026Q1: 8,560 shares; 2026Q2: 8,841 shares; 2026Q3: 8,841 shares 8,841 $2.06M 1.12% 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,692 shares; 2026Q1: 2,482 shares; 2026Q2: 2,854 shares; 2026Q3: 2,592 shares 2,592 $1.92M 1.04% -262 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,091 shares; 2026Q1: 4,026 shares; 2026Q2: 4,026 shares; 2026Q3: 3,726 shares 3,726 $1.9M 1.03% -300 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 42,988 shares; 2026Q1: 66,169 shares; 2026Q2: 69,645 shares; 2026Q3: 69,641 shares 69,641 $1.77M 0.96% -4 Timeline FNDX 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 42,816 shares; 2026Q1: 43,547 shares; 2026Q2: 48,296 shares; 2026Q3: 54,428 shares 54,428 $1.71M 0.93% +6,132 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,063 shares; 2026Q1: 14,123 shares; 2026Q2: 14,073 shares; 2026Q3: 12,132 shares 12,132 $1.65M 0.89% -1,941 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,577 shares; 2026Q1: 11,577 shares; 2026Q2: 11,579 shares; 2026Q3: 11,344 shares 11,344 $1.65M 0.89% -235 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 24,723 shares; 2026Q1: 27,497 shares; 2026Q2: 30,032 shares; 2026Q3: 30,594 shares 30,594 $1.55M 0.84% +562 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,022 shares; 2026Q1: 14,033 shares; 2026Q2: 14,018 shares; 2026Q3: 13,618 shares 13,618 $1.54M 0.83% -400 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,190 shares; 2026Q1: 4,190 shares; 2026Q2: 4,245 shares; 2026Q3: 4,220 shares 4,220 $1.5M 0.81% -25 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,831 shares; 2026Q1: 13,948 shares; 2026Q2: 15,210 shares; 2026Q3: 15,696 shares 15,696 $1.48M 0.8% +486 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,769 shares; 2026Q1: 4,770 shares; 2026Q2: 4,896 shares; 2026Q3: 4,176 shares 4,176 $1.38M 0.75% -720 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,984 shares 7,984 $1.3M 0.7% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,765 shares; 2026Q1: 2,680 shares; 2026Q2: 2,780 shares; 2026Q3: 2,490 shares 2,490 $1.29M 0.7% -290 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,416 shares; 2026Q1: 1,445 shares; 2026Q2: 1,798 shares; 2026Q3: 1,671 shares 1,671 $1.27M 0.69% -127 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,839 shares; 2026Q1: 5,589 shares; 2026Q2: 5,023 shares; 2026Q3: 4,798 shares 4,798 $1.23M 0.67% -225 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,277 shares; 2026Q1: 3,277 shares; 2026Q2: 3,737 shares; 2026Q3: 3,654 shares 3,654 $1.21M 0.66% -83 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,889 shares; 2026Q1: 10,851 shares; 2026Q2: 10,853 shares; 2026Q3: 11,439 shares 11,439 $1.19M 0.64% +586 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 25,805 shares; 2026Q1: 26,638 shares; 2026Q2: 29,419 shares; 2026Q3: 34,408 shares 34,408 $1.12M 0.61% +4,989 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,612 shares; 2026Q1: 2,617 shares; 2026Q2: 3,048 shares; 2026Q3: 3,151 shares 3,151 $1.11M 0.6% +103 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,012 shares; 2026Q1: 6,012 shares; 2026Q2: 6,012 shares; 2026Q3: 6,012 shares 6,012 $1.02M 0.55% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 33,420 shares; 2026Q1: 29,271 shares; 2026Q2: 26,905 shares; 2026Q3: 21,166 shares 21,166 $971K 0.53% -5,739 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,434 shares; 2026Q1: 5,434 shares; 2026Q2: 5,143 shares; 2026Q3: 4,768 shares 4,768 $885K 0.48% -375 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,183 shares; 2026Q1: 1,136 shares; 2026Q2: 1,216 shares; 2026Q3: 1,216 shares 1,216 $882K 0.48% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,255 shares; 2026Q1: 2,335 shares; 2026Q2: 2,701 shares; 2026Q3: 2,754 shares 2,754 $838K 0.45% +53 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,704 shares; 2026Q1: 5,704 shares; 2026Q2: 5,704 shares; 2026Q3: 5,279 shares 5,279 $806K 0.44% -425 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,063 shares; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares; 2026Q3: 2,105 shares 2,105 $802K 0.43% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $747K 0.4% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,553 shares; 2026Q1: 1,554 shares; 2026Q2: 1,591 shares; 2026Q3: 1,462 shares 1,462 $744K 0.4% -129 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,975 shares; 2026Q1: 12,975 shares; 2026Q2: 12,790 shares; 2026Q3: 11,960 shares 11,960 $701K 0.38% -830 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,374 shares; 2026Q1: 2,374 shares; 2026Q2: 1,964 shares; 2026Q3: 1,943 shares 1,943 $698K 0.38% -21 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,334 shares; 2026Q1: 2,209 shares; 2026Q2: 2,209 shares; 2026Q3: 2,209 shares 2,209 $683K 0.37% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 563 shares; 2026Q3: 570 shares 570 $660K 0.36% +7 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,632 shares; 2026Q1: 7,592 shares; 2026Q2: 6,667 shares; 2026Q3: 5,885 shares 5,885 $658K 0.36% -782 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,563 shares; 2026Q1: 6,231 shares; 2026Q2: 6,233 shares; 2026Q3: 6,373 shares 6,373 $651K 0.35% +140 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,455 shares; 2026Q1: 1,455 shares; 2026Q2: 1,455 shares; 2026Q3: 1,345 shares 1,345 $650K 0.35% -110 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares; 2026Q3: 680 shares 680 $650K 0.35% +5 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,444 shares; 2026Q1: 1,437 shares; 2026Q2: 1,437 shares; 2026Q3: 1,280 shares 1,280 $637K 0.35% -157 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,496 shares; 2026Q1: 9,347 shares; 2026Q2: 9,350 shares; 2026Q3: 9,350 shares 9,350 $630K 0.34% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,697 shares; 2026Q1: 2,797 shares; 2026Q2: 2,797 shares; 2026Q3: 2,727 shares 2,727 $600K 0.32% -70 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,446 shares; 2026Q1: 6,131 shares; 2026Q2: 5,491 shares; 2026Q3: 4,121 shares 4,121 $599K 0.32% -1,370 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares; 2026Q2: 1,173 shares; 2026Q3: 1,308 shares 1,308 $593K 0.32% +135 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,648 shares; 2026Q1: 1,648 shares; 2026Q2: 1,632 shares; 2026Q3: 1,643 shares 1,643 $583K 0.32% +11 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,537 shares; 2026Q3: 2,537 shares 2,537 $582K 0.32% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,555 shares; 2026Q1: 3,555 shares; 2026Q2: 3,140 shares; 2026Q3: 2,995 shares 2,995 $551K 0.3% -145 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 811 shares; 2026Q1: 786 shares; 2026Q2: 780 shares; 2026Q3: 595 shares 595 $542K 0.29% -185 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,785 shares; 2026Q1: 2,785 shares; 2026Q2: 2,785 shares; 2026Q3: 2,785 shares 2,785 $540K 0.29% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,294 shares; 2026Q1: 2,214 shares; 2026Q2: 2,037 shares; 2026Q3: 1,423 shares 1,423 $517K 0.28% -614 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares; 2026Q2: 1,198 shares; 2026Q3: 763 shares 763 $512K 0.28% -435 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,005 shares; 2026Q1: not reported; 2026Q2: 2,426 shares; 2026Q3: 3,126 shares 3,126 $504K 0.27% +700 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,459 shares; 2026Q1: 3,459 shares; 2026Q2: 3,944 shares; 2026Q3: 3,684 shares 3,684 $487K 0.26% -260 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,488 shares; 2026Q1: 6,613 shares; 2026Q2: 6,613 shares; 2026Q3: 6,613 shares 6,613 $476K 0.26% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 216 shares; 2026Q3: 254 shares 254 $460K 0.25% +38 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,880 shares; 2026Q1: 12,880 shares; 2026Q2: 11,855 shares; 2026Q3: 11,515 shares 11,515 $446K 0.24% -340 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,966 shares; 2026Q1: 3,966 shares; 2026Q2: 3,966 shares; 2026Q3: 3,966 shares 3,966 $437K 0.24% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,803 shares; 2026Q1: 2,803 shares; 2026Q2: 2,803 shares; 2026Q3: 2,803 shares 2,803 $436K 0.24% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 704 shares; 2026Q1: 759 shares; 2026Q2: 1,184 shares; 2026Q3: 1,564 shares 1,564 $431K 0.23% +380 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 717 shares; 2026Q3: 942 shares 942 $430K 0.23% +225 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares; 2026Q2: 1,480 shares; 2026Q3: 1,480 shares 1,480 $419K 0.23% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,620 shares; 2026Q1: 5,620 shares; 2026Q2: 5,620 shares; 2026Q3: 5,682 shares 5,682 $395K 0.21% +62 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,585 shares; 2026Q1: 1,585 shares; 2026Q2: 2,232 shares; 2026Q3: 2,487 shares 2,487 $393K 0.21% +255 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,790 shares; 2026Q1: 2,790 shares; 2026Q2: 3,585 shares; 2026Q3: 4,505 shares 4,505 $392K 0.21% +920 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 706 shares; 2026Q1: 706 shares; 2026Q2: 646 shares; 2026Q3: 475 shares 475 $385K 0.21% -171 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,620 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares; 2026Q3: 1,600 shares 1,600 $384K 0.21% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 207 shares; 2026Q3: 207 shares 207 $358K 0.19% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,484 shares; 2026Q1: 2,484 shares; 2026Q2: 2,486 shares; 2026Q3: 2,298 shares 2,298 $356K 0.19% -188 Timeline VIOG 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,570 shares; 2026Q1: 2,570 shares; 2026Q2: 2,570 shares; 2026Q3: 2,570 shares 2,570 $355K 0.19% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,268 shares; 2026Q1: 2,765 shares; 2026Q2: 3,765 shares; 2026Q3: 4,034 shares 4,034 $351K 0.19% +269 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 572 shares; 2026Q3: 572 shares 572 $350K 0.19% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,093 shares; 2026Q1: 2,093 shares; 2026Q2: 1,873 shares; 2026Q3: 1,460 shares 1,460 $346K 0.19% -413 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,555 shares; 2026Q1: 3,555 shares; 2026Q2: 3,555 shares; 2026Q3: 3,555 shares 3,555 $344K 0.19% 0 Timeline VSDM 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,527 shares; 2026Q1: 4,535 shares; 2026Q2: 4,541 shares; 2026Q3: 4,544 shares 4,544 $338K 0.18% +3 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,275 shares; 2026Q1: 2,232 shares; 2026Q2: 2,232 shares; 2026Q3: 2,232 shares 2,232 $326K 0.18% 0 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 628 shares; 2026Q1: 628 shares; 2026Q2: 551 shares; 2026Q3: 581 shares 581 $320K 0.17% +30 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,765 shares; 2026Q1: 9,765 shares; 2026Q2: 8,235 shares; 2026Q3: 6,880 shares 6,880 $320K 0.17% -1,355 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,529 shares; 2026Q1: 1,369 shares; 2026Q2: 1,369 shares; 2026Q3: 1,369 shares 1,369 $316K 0.17% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares; 2026Q2: 2,720 shares; 2026Q3: 3,010 shares 3,010 $309K 0.17% +290 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: 273 shares; 2026Q3: 289 shares 289 $306K 0.17% +16 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,566 shares; 2026Q1: 2,567 shares; 2026Q2: 2,569 shares; 2026Q3: 2,344 shares 2,344 $297K 0.16% -225 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,533 shares; 2026Q1: 3,533 shares; 2026Q2: 3,533 shares; 2026Q3: 3,533 shares 3,533 $293K 0.16% 0 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,714 shares; 2026Q1: 4,714 shares; 2026Q2: 4,349 shares; 2026Q3: 4,349 shares 4,349 $291K 0.16% 0 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,380 shares; 2026Q1: 10,380 shares; 2026Q2: 10,380 shares; 2026Q3: 10,380 shares 10,380 $291K 0.16% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 32,000 shares 32,000 $290K 0.16% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,090 shares; 2026Q1: 3,090 shares; 2026Q2: 3,090 shares; 2026Q3: 3,450 shares 3,450 $286K 0.15% +360 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,295 shares; 2026Q1: 3,295 shares; 2026Q2: 3,295 shares; 2026Q3: 3,295 shares 3,295 $281K 0.15% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,923 shares; 2026Q1: 4,923 shares; 2026Q2: 2,686 shares; 2026Q3: 1,896 shares 1,896 $281K 0.15% -790 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,639 shares 5,639 $281K 0.15% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,845 shares; 2026Q1: 3,650 shares; 2026Q2: 2,880 shares; 2026Q3: 2,165 shares 2,165 $272K 0.15% -715 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,035 shares; 2026Q2: 2,035 shares; 2026Q3: 1,755 shares 1,755 $270K 0.15% -280 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,040 shares; 2026Q1: 2,610 shares; 2026Q2: 2,400 shares; 2026Q3: 2,400 shares 2,400 $264K 0.14% 0 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 533 shares; 2026Q1: 536 shares; 2026Q2: 2,886 shares; 2026Q3: 2,886 shares 2,886 $260K 0.14% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,091 shares; 2026Q1: 1,979 shares; 2026Q2: 1,980 shares; 2026Q3: 1,980 shares 1,980 $255K 0.14% 0 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 232 shares; 2026Q3: 239 shares 239 $255K 0.14% +7 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 3,405 shares; 2026Q2: 3,405 shares; 2026Q3: 3,400 shares 3,400 $252K 0.14% -5 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 937 shares; 2026Q3: 937 shares 937 $248K 0.13% 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; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,767 shares; 2026Q3: 2,467 shares 2,467 $244K 0.13% -300 Timeline SPXD DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,449 shares 8,449 $241K 0.13% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 917 shares; 2026Q1: 917 shares; 2026Q2: 917 shares; 2026Q3: 847 shares 847 $233K 0.13% -70 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,670 shares; 2026Q3: 1,718 shares 1,718 $220K 0.12% +48 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 861 shares 861 $220K 0.12% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 721 shares 721 $216K 0.12% new 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 899 shares 899 $208K 0.11% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 930 shares; 2026Q1: 930 shares; 2026Q2: 930 shares; 2026Q3: 746 shares 746 $203K 0.11% -184 Timeline