VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 531,217 shares; 2025Q1: 572,317 shares; 2025Q2: 573,507 shares; 2025Q3: 560,740 shares; 2025Q4: 548,491 shares; 2026Q1: 546,091 shares; 2026Q2: 527,002 shares 527,002 $37.5M 7.5% -19,089 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 207,163 shares; 2025Q1: 237,774 shares; 2025Q2: 247,054 shares; 2025Q3: 236,706 shares; 2025Q4: 258,693 shares; 2026Q1: 261,898 shares; 2026Q2: 281,079 shares 281,079 $25.8M 5.14% +19,181 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,865 shares; 2025Q1: 44,991 shares; 2025Q2: 47,449 shares; 2025Q3: 44,754 shares; 2025Q4: 43,711 shares; 2026Q1: 44,142 shares; 2026Q2: 266,833 shares 266,833 $23M 4.59% +222,691 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,498 shares; 2025Q1: 24,408 shares; 2025Q2: 29,175 shares; 2025Q3: 27,288 shares; 2025Q4: 26,037 shares; 2026Q1: 25,552 shares; 2026Q2: 179,907 shares 179,907 $21.5M 4.29% +154,355 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,354 shares; 2025Q1: 21,399 shares; 2025Q2: 21,460 shares; 2025Q3: 21,370 shares; 2025Q4: 17,414 shares; 2026Q1: 17,370 shares; 2026Q2: 15,366 shares 15,366 $18.4M 3.68% -2,004 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; 2024Q3: not loaded; 2024Q4: 38,054 shares; 2025Q1: 41,633 shares; 2025Q2: 48,449 shares; 2025Q3: 46,723 shares; 2025Q4: 46,933 shares; 2026Q1: 47,767 shares; 2026Q2: 48,108 shares 48,108 $16.5M 3.3% +341 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 109,693 shares; 2025Q1: 118,064 shares; 2025Q2: 116,304 shares; 2025Q3: 114,150 shares; 2025Q4: 113,208 shares; 2026Q1: 112,722 shares; 2026Q2: 110,218 shares 110,218 $15.2M 3.03% -2,504 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 180,904 shares; 2025Q1: 206,326 shares; 2025Q2: 216,366 shares; 2025Q3: 221,737 shares; 2025Q4: 245,918 shares; 2026Q1: 263,552 shares; 2026Q2: 287,484 shares 287,484 $14.3M 2.86% +23,932 Timeline XLK 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; 2024Q3: not loaded; 2024Q4: 38,275 shares; 2025Q1: 39,648 shares; 2025Q2: 38,100 shares; 2025Q3: 36,817 shares; 2025Q4: 73,366 shares; 2026Q1: 72,898 shares; 2026Q2: 70,184 shares 70,184 $13.4M 2.67% -2,714 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; 2024Q3: not loaded; 2024Q4: 141,908 shares; 2025Q1: 167,275 shares; 2025Q2: 171,634 shares; 2025Q3: 163,885 shares; 2025Q4: 179,651 shares; 2026Q1: 192,616 shares; 2026Q2: 206,637 shares 206,637 $10.8M 2.16% +14,021 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,571 shares; 2025Q1: 27,321 shares; 2025Q2: 29,071 shares; 2025Q3: 31,657 shares; 2025Q4: 33,999 shares; 2026Q1: 33,902 shares; 2026Q2: 37,192 shares 37,192 $10.8M 2.15% +3,290 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 163,589 shares; 2025Q1: 177,740 shares; 2025Q2: 172,918 shares; 2025Q3: 162,246 shares; 2025Q4: 162,303 shares; 2026Q1: 169,581 shares; 2026Q2: 181,965 shares 181,965 $10.7M 2.14% +12,384 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,337 shares; 2025Q1: 11,962 shares; 2025Q2: 16,299 shares; 2025Q3: 15,274 shares; 2025Q4: 14,794 shares; 2026Q1: 14,620 shares; 2026Q2: 14,520 shares 14,520 $9.97M 1.99% -100 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,495 shares; 2025Q1: 41,281 shares; 2025Q2: 43,889 shares; 2025Q3: 43,226 shares; 2025Q4: 43,499 shares; 2026Q1: 43,685 shares; 2026Q2: 44,520 shares 44,520 $9.7M 1.94% +835 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,098 shares; 2025Q3: 89,620 shares; 2025Q4: 116,691 shares; 2026Q1: 119,882 shares; 2026Q2: 92,585 shares 92,585 $9.16M 1.83% -27,297 Timeline VWO 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; 2024Q3: not loaded; 2024Q4: 139,360 shares; 2025Q1: 149,425 shares; 2025Q2: 155,423 shares; 2025Q3: 154,004 shares; 2025Q4: 152,077 shares; 2026Q1: 156,606 shares; 2026Q2: 152,127 shares 152,127 $9.08M 1.81% -4,479 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,026 shares; 2025Q1: 23,733 shares; 2025Q2: 24,563 shares; 2025Q3: 23,921 shares; 2025Q4: 23,735 shares; 2026Q1: 23,826 shares; 2026Q2: 23,146 shares 23,146 $8.34M 1.67% -680 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,375 shares; 2025Q1: 58,995 shares; 2025Q2: 59,265 shares; 2025Q3: 57,058 shares; 2025Q4: 56,494 shares; 2026Q1: 59,085 shares; 2026Q2: 62,306 shares 62,306 $8.2M 1.64% +3,221 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,082 shares; 2025Q1: 20,995 shares; 2025Q2: 21,531 shares; 2025Q3: 20,816 shares; 2025Q4: 20,516 shares; 2026Q1: 20,731 shares; 2026Q2: 20,368 shares 20,368 $8.08M 1.61% -363 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,868 shares; 2025Q1: 24,496 shares; 2025Q2: 25,670 shares; 2025Q3: 25,760 shares; 2025Q4: 25,709 shares; 2026Q1: 27,121 shares; 2026Q2: 26,713 shares 26,713 $7.99M 1.59% -408 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54,882 shares; 2025Q1: 55,316 shares; 2025Q2: 54,684 shares; 2025Q3: 53,683 shares; 2025Q4: 50,977 shares; 2026Q1: 49,215 shares; 2026Q2: 47,471 shares 47,471 $7.5M 1.5% -1,744 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 83,447 shares; 2025Q1: 87,127 shares; 2025Q2: 87,526 shares; 2025Q3: 89,523 shares; 2025Q4: 88,519 shares; 2026Q1: 88,377 shares; 2026Q2: 87,956 shares 87,956 $6.78M 1.35% -421 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,709 shares; 2025Q1: 13,688 shares; 2025Q2: 14,645 shares; 2025Q3: 15,579 shares; 2025Q4: 15,984 shares; 2026Q1: 16,833 shares; 2026Q2: 17,171 shares 17,171 $6.41M 1.28% +338 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,877 shares; 2025Q1: 17,309 shares; 2025Q2: 18,733 shares; 2025Q3: 18,275 shares; 2025Q4: 18,652 shares; 2026Q1: 19,067 shares; 2026Q2: 77,811 shares 77,811 $6.27M 1.25% +58,744 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,962 shares; 2025Q1: 28,198 shares; 2025Q2: 26,331 shares; 2025Q3: 27,224 shares; 2025Q4: 26,811 shares; 2026Q1: 26,751 shares; 2026Q2: 26,285 shares 26,285 $5.97M 1.19% -466 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,920 shares; 2025Q1: 8,586 shares; 2025Q2: 13,827 shares; 2025Q3: 20,803 shares; 2025Q4: 25,670 shares; 2026Q1: 25,367 shares; 2026Q2: 29,413 shares 29,413 $5.89M 1.18% +4,046 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,167 shares; 2025Q1: 28,284 shares; 2025Q2: 28,861 shares; 2025Q3: 27,577 shares; 2025Q4: 27,208 shares; 2026Q1: 27,555 shares; 2026Q2: 26,696 shares 26,696 $4.91M 0.98% -859 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; 2024Q3: not loaded; 2024Q4: 35,033 shares; 2025Q1: 33,900 shares; 2025Q2: 33,638 shares; 2025Q3: 33,001 shares; 2025Q4: 32,655 shares; 2026Q1: 31,735 shares; 2026Q2: 31,040 shares 31,040 $4.72M 0.94% -695 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,611 shares; 2025Q1: 48,171 shares; 2025Q2: 55,577 shares; 2025Q3: 49,160 shares; 2025Q4: 47,949 shares; 2026Q1: 46,481 shares; 2026Q2: 44,126 shares 44,126 $4.58M 0.92% -2,355 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,843 shares; 2025Q3: 58,318 shares; 2025Q4: 78,601 shares; 2026Q1: 80,299 shares; 2026Q2: 79,362 shares 79,362 $4.16M 0.83% -937 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,308 shares; 2025Q1: 11,115 shares; 2025Q2: 11,973 shares; 2025Q3: 11,493 shares; 2025Q4: 11,533 shares; 2026Q1: 11,934 shares; 2026Q2: 12,325 shares 12,325 $3.78M 0.75% +391 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,758 shares; 2025Q1: 17,124 shares; 2025Q2: 18,152 shares; 2025Q3: 17,930 shares; 2025Q4: 18,333 shares; 2026Q1: 18,768 shares; 2026Q2: 18,914 shares 18,914 $3.74M 0.75% +146 Timeline PEY 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; 2024Q3: not loaded; 2024Q4: 229,120 shares; 2025Q1: 227,546 shares; 2025Q2: 222,547 shares; 2025Q3: 196,339 shares; 2025Q4: 189,243 shares; 2026Q1: 165,003 shares; 2026Q2: 158,932 shares 158,932 $3.68M 0.74% -6,071 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,739 shares; 2025Q1: 8,581 shares; 2025Q2: 11,784 shares; 2025Q3: 11,537 shares; 2025Q4: 11,643 shares; 2026Q1: 11,590 shares; 2026Q2: 11,580 shares 11,580 $3.51M 0.7% -10 Timeline FDL 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; 2024Q3: not loaded; 2024Q4: 78,011 shares; 2025Q1: 77,337 shares; 2025Q2: 76,434 shares; 2025Q3: 75,320 shares; 2025Q4: 74,717 shares; 2026Q1: 72,050 shares; 2026Q2: 70,236 shares 70,236 $3.42M 0.68% -1,814 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,608 shares; 2025Q1: 31,601 shares; 2025Q2: 31,121 shares; 2025Q3: 28,864 shares; 2025Q4: 28,455 shares; 2026Q1: 28,240 shares; 2026Q2: 28,159 shares 28,159 $3.31M 0.66% -81 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,003 shares 45,003 $3.3M 0.66% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,104 shares; 2025Q1: 4,052 shares; 2025Q2: 4,752 shares; 2025Q3: 5,568 shares; 2025Q4: 7,356 shares; 2026Q1: 8,638 shares; 2026Q2: 9,234 shares 9,234 $3.3M 0.66% +596 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,785 shares; 2025Q1: 13,881 shares; 2025Q2: 13,874 shares; 2025Q3: 13,491 shares; 2025Q4: 13,462 shares; 2026Q1: 15,349 shares; 2026Q2: 14,435 shares 14,435 $3.25M 0.65% -914 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 62,740 shares; 2025Q1: 62,115 shares; 2025Q2: 60,011 shares; 2025Q3: 60,004 shares; 2025Q4: 59,572 shares; 2026Q1: 57,723 shares; 2026Q2: 57,442 shares 57,442 $3.25M 0.65% -281 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,114 shares; 2025Q1: 24,861 shares; 2025Q2: 24,790 shares; 2025Q3: 24,737 shares; 2025Q4: 24,579 shares; 2026Q1: 23,493 shares; 2026Q2: 23,362 shares 23,362 $3.06M 0.61% -131 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,369 shares; 2025Q1: 36,368 shares; 2025Q2: 36,388 shares; 2025Q3: 36,256 shares; 2025Q4: 35,783 shares; 2026Q1: 35,098 shares; 2026Q2: 35,075 shares 35,075 $2.91M 0.58% -23 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,224 shares; 2025Q1: 19,933 shares; 2025Q2: 20,879 shares; 2025Q3: 20,548 shares; 2025Q4: 20,702 shares; 2026Q1: 21,028 shares; 2026Q2: 18,141 shares 18,141 $2.72M 0.54% -2,887 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,616 shares; 2025Q1: 3,564 shares; 2025Q2: 4,139 shares; 2025Q3: 4,627 shares; 2025Q4: 4,941 shares; 2026Q1: 5,282 shares; 2026Q2: 7,356 shares 7,356 $2.6M 0.52% +2,074 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,027 shares; 2025Q1: 4,030 shares; 2025Q2: 4,565 shares; 2025Q3: 5,012 shares; 2025Q4: 5,433 shares; 2026Q1: 5,787 shares; 2026Q2: 5,913 shares 5,913 $2.49M 0.5% +126 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,214 shares; 2025Q1: 3,896 shares; 2025Q2: 3,957 shares; 2025Q3: 3,579 shares; 2025Q4: 3,408 shares; 2026Q1: 3,323 shares; 2026Q2: 3,322 shares 3,322 $2.48M 0.5% -1 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,644 shares; 2025Q1: 22,059 shares; 2025Q2: 21,175 shares; 2025Q3: 19,057 shares; 2025Q4: 17,847 shares; 2026Q1: 16,900 shares; 2026Q2: 16,591 shares 16,591 $2.46M 0.49% -309 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68,230 shares; 2025Q1: 68,130 shares; 2025Q2: 64,501 shares; 2025Q3: 62,748 shares; 2025Q4: 62,748 shares; 2026Q1: 60,029 shares; 2026Q2: 59,927 shares 59,927 $2.44M 0.49% -102 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,810 shares; 2025Q1: 16,078 shares; 2025Q2: 15,502 shares; 2025Q3: 16,561 shares; 2025Q4: 16,228 shares; 2026Q1: 16,035 shares; 2026Q2: 15,374 shares 15,374 $2.27M 0.45% -661 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,532 shares; 2025Q1: 11,366 shares; 2025Q2: 10,730 shares; 2025Q3: 8,439 shares; 2025Q4: 7,699 shares; 2026Q1: 7,513 shares; 2026Q2: 7,333 shares 7,333 $2.2M 0.44% -180 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,299 shares; 2025Q1: 4,399 shares; 2025Q2: 5,728 shares; 2025Q3: 7,166 shares; 2025Q4: 8,788 shares; 2026Q1: 9,059 shares; 2026Q2: 9,242 shares 9,242 $2.2M 0.44% +183 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 2,003 shares; 2025Q3: 2,583 shares; 2025Q4: 3,631 shares; 2026Q1: 3,727 shares; 2026Q2: 5,712 shares 5,712 $2.16M 0.43% +1,985 Timeline XLY 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; 2024Q3: not loaded; 2024Q4: 9,814 shares; 2025Q1: 10,047 shares; 2025Q2: 10,342 shares; 2025Q3: 10,275 shares; 2025Q4: 20,458 shares; 2026Q1: 18,609 shares; 2026Q2: 18,147 shares 18,147 $2.13M 0.42% -462 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,718 shares; 2025Q1: 6,886 shares; 2025Q2: 6,594 shares; 2025Q3: 7,280 shares; 2025Q4: 8,234 shares; 2026Q1: 8,167 shares; 2026Q2: 8,327 shares 8,327 $2.11M 0.42% +160 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,058 shares; 2025Q1: 20,035 shares; 2025Q2: 20,035 shares; 2025Q3: 17,511 shares; 2025Q4: 31,570 shares; 2026Q1: 31,970 shares; 2026Q2: 40,993 shares 40,993 $2.07M 0.41% +9,023 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,990 shares; 2025Q1: 2,776 shares; 2025Q2: 2,734 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares; 2026Q1: 2,732 shares; 2026Q2: 2,730 shares 2,730 $2.04M 0.41% -2 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,043 shares; 2025Q1: 14,973 shares; 2025Q2: 16,468 shares; 2025Q3: 16,399 shares; 2025Q4: 16,315 shares; 2026Q1: 16,311 shares; 2026Q2: 15,799 shares 15,799 $1.97M 0.39% -512 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; 2024Q3: not loaded; 2024Q4: 31,893 shares; 2025Q1: 40,907 shares; 2025Q2: 32,625 shares; 2025Q3: 17,312 shares; 2025Q4: 28,570 shares; 2026Q1: 28,572 shares; 2026Q2: 37,719 shares 37,719 $1.92M 0.38% +9,147 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,091 shares; 2025Q1: 9,632 shares; 2025Q2: 10,743 shares; 2025Q3: 19,753 shares; 2025Q4: 24,787 shares; 2026Q1: 24,809 shares; 2026Q2: 23,404 shares 23,404 $1.92M 0.38% -1,405 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,449 shares; 2025Q1: 4,449 shares; 2025Q2: 4,380 shares; 2025Q3: 4,315 shares; 2025Q4: 4,339 shares; 2026Q1: 4,330 shares; 2026Q2: 6,019 shares 6,019 $1.89M 0.38% +1,689 Timeline XLF 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; 2024Q3: not loaded; 2024Q4: 31,568 shares; 2025Q1: 35,839 shares; 2025Q2: 34,656 shares; 2025Q3: 34,467 shares; 2025Q4: 34,467 shares; 2026Q1: 33,771 shares; 2026Q2: 33,579 shares 33,579 $1.8M 0.36% -192 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,711 shares; 2025Q3: 2,996 shares; 2025Q4: 3,339 shares; 2026Q1: 3,383 shares; 2026Q2: 5,395 shares 5,395 $1.77M 0.35% +2,012 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,038 shares; 2025Q1: 4,361 shares; 2025Q2: 4,849 shares; 2025Q3: 4,678 shares; 2025Q4: 4,713 shares; 2026Q1: 4,752 shares; 2026Q2: 4,590 shares 4,590 $1.68M 0.34% -162 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,601 shares; 2025Q1: 56,211 shares; 2025Q2: 46,004 shares; 2025Q3: 33,512 shares; 2025Q4: 19,283 shares; 2026Q1: 15,923 shares; 2026Q2: 15,456 shares 15,456 $1.65M 0.33% -467 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; 2024Q3: not loaded; 2024Q4: 14,190 shares; 2025Q1: 15,495 shares; 2025Q2: 15,087 shares; 2025Q3: 14,906 shares; 2025Q4: 15,060 shares; 2026Q1: 15,060 shares; 2026Q2: 14,971 shares 14,971 $1.63M 0.33% -89 Timeline XLI 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; 2024Q3: not loaded; 2024Q4: 8,754 shares; 2025Q1: 9,744 shares; 2025Q2: 8,783 shares; 2025Q3: 8,612 shares; 2025Q4: 8,616 shares; 2026Q1: 8,616 shares; 2026Q2: 8,665 shares 8,665 $1.61M 0.32% +49 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,226 shares; 2025Q1: 14,734 shares; 2025Q2: 14,894 shares; 2025Q3: 14,719 shares; 2025Q4: 14,725 shares; 2026Q1: 17,140 shares; 2026Q2: 16,640 shares 16,640 $1.6M 0.32% -500 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; 2024Q3: not loaded; 2024Q4: 5,155 shares; 2025Q1: 5,793 shares; 2025Q2: 6,466 shares; 2025Q3: 6,320 shares; 2025Q4: 6,426 shares; 2026Q1: 6,475 shares; 2026Q2: 6,524 shares 6,524 $1.59M 0.32% +49 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 1,971 shares; 2025Q4: 2,771 shares; 2026Q1: 3,090 shares; 2026Q2: 3,277 shares 3,277 $1.56M 0.31% +187 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,480 shares; 2025Q1: 28,600 shares; 2025Q2: 26,303 shares; 2025Q3: 26,160 shares; 2025Q4: 23,978 shares; 2026Q1: 23,553 shares; 2026Q2: 22,859 shares 22,859 $1.56M 0.31% -694 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,256 shares; 2025Q1: 7,885 shares; 2025Q2: 7,907 shares; 2025Q3: 7,811 shares; 2025Q4: 7,712 shares; 2026Q1: 8,152 shares; 2026Q2: 7,821 shares 7,821 $1.53M 0.31% -331 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,899 shares; 2025Q1: 6,421 shares; 2025Q2: 6,506 shares; 2025Q3: 6,440 shares; 2025Q4: 6,477 shares; 2026Q1: 6,844 shares; 2026Q2: 6,461 shares 6,461 $1.48M 0.3% -383 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,692 shares; 2025Q1: 5,697 shares; 2025Q2: 5,715 shares; 2025Q3: 5,739 shares; 2025Q4: 5,742 shares; 2026Q1: 5,742 shares; 2026Q2: 5,770 shares 5,770 $1.48M 0.29% +28 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 810 shares; 2026Q2: 1,236 shares 1,236 $1.43M 0.28% +426 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,411 shares; 2025Q1: 1,491 shares; 2025Q2: 1,629 shares; 2025Q3: 2,234 shares; 2025Q4: 2,539 shares; 2026Q1: 2,016 shares; 2026Q2: 2,755 shares 2,755 $1.38M 0.28% +739 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,094 shares; 2025Q1: 20,440 shares; 2025Q2: 13,621 shares; 2025Q3: 8,862 shares; 2025Q4: 10,053 shares; 2026Q1: 10,299 shares; 2026Q2: 12,307 shares 12,307 $1.32M 0.26% +2,008 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,546 shares 9,546 $1.31M 0.26% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,012 shares; 2025Q3: 7,963 shares; 2025Q4: 10,810 shares; 2026Q1: 10,625 shares; 2026Q2: 11,791 shares 11,791 $1.3M 0.26% +1,166 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,860 shares; 2025Q1: 9,357 shares; 2025Q2: 8,925 shares; 2025Q3: 7,803 shares; 2025Q4: 7,617 shares; 2026Q1: 7,470 shares; 2026Q2: 7,180 shares 7,180 $1.28M 0.26% -290 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,816 shares; 2025Q1: 8,337 shares; 2025Q2: 7,067 shares; 2025Q3: 7,878 shares; 2025Q4: 7,814 shares; 2026Q1: 7,822 shares; 2026Q2: 8,358 shares 8,358 $1.23M 0.24% +536 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,370 shares; 2025Q1: 3,274 shares; 2025Q2: 2,937 shares; 2025Q3: 2,975 shares; 2025Q4: 3,063 shares; 2026Q1: 3,346 shares; 2026Q2: 3,398 shares 3,398 $1.17M 0.23% +52 Timeline XLV 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; 2024Q3: not loaded; 2024Q4: 12,921 shares; 2025Q1: 14,197 shares; 2025Q2: 12,760 shares; 2025Q3: 8,853 shares; 2025Q4: 8,307 shares; 2026Q1: 7,498 shares; 2026Q2: 6,952 shares 6,952 $1.1M 0.22% -546 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 996 shares; 2026Q1: 1,223 shares; 2026Q2: 1,830 shares 1,830 $1.06M 0.21% +607 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,625 shares; 2025Q3: 9,684 shares; 2025Q4: 13,043 shares; 2026Q1: 13,316 shares; 2026Q2: 8,452 shares 8,452 $993K 0.2% -4,864 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,993 shares; 2026Q1: 6,169 shares; 2026Q2: 7,089 shares 7,089 $990K 0.2% +920 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 506 shares; 2025Q3: 977 shares; 2025Q4: 741 shares; 2026Q1: 1,061 shares; 2026Q2: 1,654 shares 1,654 $932K 0.19% +593 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,690 shares; 2025Q1: 7,551 shares; 2025Q2: 7,453 shares; 2025Q3: 8,090 shares; 2025Q4: 8,184 shares; 2026Q1: 7,922 shares; 2026Q2: 10,466 shares 10,466 $851K 0.17% +2,544 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,359 shares; 2025Q1: 2,279 shares; 2025Q2: 2,259 shares; 2025Q3: 2,472 shares; 2025Q4: 2,453 shares; 2026Q1: 2,369 shares; 2026Q2: 2,405 shares 2,405 $848K 0.17% +36 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,191 shares; 2025Q1: 3,191 shares; 2025Q2: 3,881 shares; 2025Q3: 3,861 shares; 2025Q4: 4,140 shares; 2026Q1: 4,338 shares; 2026Q2: 4,518 shares 4,518 $817K 0.16% +180 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 640 shares; 2026Q1: 705 shares; 2026Q2: 730 shares 730 $777K 0.16% +25 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; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.15% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,951 shares; 2025Q1: 4,833 shares; 2025Q2: 10,942 shares; 2025Q3: 12,067 shares; 2025Q4: 14,600 shares; 2026Q1: 12,652 shares; 2026Q2: 13,067 shares 13,067 $745K 0.15% +415 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,387 shares; 2025Q3: 2,473 shares; 2025Q4: 2,654 shares; 2026Q1: 2,779 shares; 2026Q2: 2,939 shares 2,939 $740K 0.15% +160 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,974 shares; 2025Q1: 39,015 shares; 2025Q2: 16,072 shares; 2025Q3: 10,871 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,761 shares 25,761 $731K 0.15% new Timeline XLC 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; 2024Q3: not loaded; 2024Q4: 5,830 shares; 2025Q1: 8,090 shares; 2025Q2: 7,656 shares; 2025Q3: 7,589 shares; 2025Q4: 7,597 shares; 2026Q1: 6,929 shares; 2026Q2: 6,618 shares 6,618 $709K 0.14% -311 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287 shares; 2026Q1: 363 shares; 2026Q2: 355 shares 355 $706K 0.14% -8 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,286 shares; 2025Q1: 6,321 shares; 2025Q2: 6,487 shares; 2025Q3: 6,488 shares; 2025Q4: 7,242 shares; 2026Q1: 5,883 shares; 2026Q2: 6,012 shares 6,012 $706K 0.14% +129 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,239 shares; 2025Q1: 4,470 shares; 2025Q2: 3,759 shares; 2025Q3: 5,842 shares; 2025Q4: 5,577 shares; 2026Q1: 5,497 shares; 2026Q2: 5,110 shares 5,110 $698K 0.14% -387 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,309 shares; 2025Q4: 7,057 shares; 2026Q1: 6,121 shares; 2026Q2: 6,333 shares 6,333 $691K 0.14% +212 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; 2024Q3: not loaded; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,672 shares; 2025Q4: 1,718 shares; 2026Q1: 1,631 shares; 2026Q2: 1,722 shares 1,722 $666K 0.13% +91 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,287 shares; 2025Q1: 3,366 shares; 2025Q2: 3,191 shares; 2025Q3: 3,579 shares; 2025Q4: 4,112 shares; 2026Q1: 4,309 shares; 2026Q2: 4,961 shares 4,961 $637K 0.13% +652 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,741 shares; 2025Q2: 6,416 shares; 2025Q3: 5,779 shares; 2025Q4: 6,622 shares; 2026Q1: 6,626 shares; 2026Q2: 6,599 shares 6,599 $584K 0.12% -27 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,459 shares; 2025Q2: 10,508 shares; 2025Q3: 9,639 shares; 2025Q4: 11,205 shares; 2026Q1: 11,212 shares; 2026Q2: 11,141 shares 11,141 $561K 0.11% -71 Timeline XLP 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; 2024Q3: not loaded; 2024Q4: 10,137 shares; 2025Q1: 10,317 shares; 2025Q2: 10,936 shares; 2025Q3: 9,205 shares; 2025Q4: 7,629 shares; 2026Q1: 6,983 shares; 2026Q2: 6,660 shares 6,660 $553K 0.11% -323 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,681 shares 2,681 $550K 0.11% new 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,095 shares; 2025Q3: 15,095 shares; 2025Q4: 15,171 shares; 2026Q1: 15,285 shares; 2026Q2: 15,285 shares 15,285 $517K 0.1% 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,102 shares; 2026Q2: 1,177 shares 1,177 $510K 0.1% +75 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,421 shares 2,421 $500K 0.1% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 691 shares; 2026Q2: 687 shares 687 $497K 0.1% -4 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 779 shares; 2025Q3: 704 shares; 2025Q4: 704 shares; 2026Q1: 704 shares; 2026Q2: 704 shares 704 $495K 0.1% 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; 2024Q3: not loaded; 2024Q4: 4,164 shares; 2025Q1: 4,179 shares; 2025Q2: 4,339 shares; 2025Q3: 4,658 shares; 2025Q4: 4,966 shares; 2026Q1: 5,197 shares; 2026Q2: 5,342 shares 5,342 $485K 0.1% +145 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,319 shares; 2026Q2: 1,409 shares 1,409 $480K 0.1% +90 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; 2024Q3: not loaded; 2024Q4: 1,916 shares; 2025Q1: 1,916 shares; 2025Q2: 1,921 shares; 2025Q3: 2,382 shares; 2025Q4: 2,366 shares; 2026Q1: 1,984 shares; 2026Q2: 2,123 shares 2,123 $475K 0.09% +139 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,517 shares; 2025Q1: 5,652 shares; 2025Q2: 5,616 shares; 2025Q3: 5,781 shares; 2025Q4: 6,157 shares; 2026Q1: 6,196 shares; 2026Q2: 6,596 shares 6,596 $475K 0.09% +400 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,016 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 5,700 shares 5,700 $471K 0.09% +4,750 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,937 shares; 2025Q1: 1,775 shares; 2025Q2: 1,923 shares; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares; 2026Q1: 1,924 shares; 2026Q2: 1,924 shares 1,924 $455K 0.09% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 229 shares; 2025Q1: 230 shares; 2025Q2: 232 shares; 2025Q3: 263 shares; 2025Q4: 310 shares; 2026Q1: 341 shares; 2026Q2: 485 shares 485 $454K 0.09% +144 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,879 shares 2,879 $451K 0.09% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,480 shares; 2026Q2: 23,875 shares 23,875 $451K 0.09% +1,395 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares; 2026Q2: 604 shares 604 $445K 0.09% -91 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,368 shares; 2025Q1: 3,368 shares; 2025Q2: 3,445 shares; 2025Q3: 3,480 shares; 2025Q4: 3,501 shares; 2026Q1: 3,533 shares; 2026Q2: 3,572 shares 3,572 $419K 0.08% +39 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 355 shares 355 $417K 0.08% +80 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; 2024Q3: not loaded; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,077 shares; 2025Q3: 1,261 shares; 2025Q4: 1,339 shares; 2026Q1: 1,201 shares; 2026Q2: 1,193 shares 1,193 $404K 0.08% -8 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,357 shares; 2026Q1: 22,623 shares; 2026Q2: 9,743 shares 9,743 $392K 0.08% -12,880 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,414 shares 1,414 $382K 0.08% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 194 shares; 2026Q1: 193 shares; 2026Q2: 193 shares 193 $377K 0.08% 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; 2024Q3: not loaded; 2024Q4: 1,207 shares; 2025Q1: 1,207 shares; 2025Q2: 1,352 shares; 2025Q3: 1,179 shares; 2025Q4: not reported; 2026Q1: 1,250 shares; 2026Q2: 1,251 shares 1,251 $373K 0.07% +1 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,257 shares; 2025Q1: 43,533 shares; 2025Q2: 37,109 shares; 2025Q3: 31,730 shares; 2025Q4: 10,205 shares; 2026Q1: 8,256 shares; 2026Q2: 6,172 shares 6,172 $359K 0.07% -2,084 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,845 shares; 2026Q1: 3,211 shares; 2026Q2: 3,169 shares 3,169 $356K 0.07% -42 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,021 shares; 2025Q4: 5,380 shares; 2026Q1: 4,975 shares; 2026Q2: 3,626 shares 3,626 $343K 0.07% -1,349 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 226 shares; 2025Q1: 232 shares; 2025Q2: 325 shares; 2025Q3: 365 shares; 2025Q4: 3,178 shares; 2026Q1: 5,066 shares; 2026Q2: 4,798 shares 4,798 $343K 0.07% -268 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,160 shares; 2025Q3: 2,269 shares; 2025Q4: 2,511 shares; 2026Q1: 2,342 shares; 2026Q2: 2,342 shares 2,342 $342K 0.07% 0 Timeline FXNC FIRST NATL CORP VA More: the full row for FIRST NATL CORP VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,941 shares; 2025Q1: 10,941 shares; 2025Q2: 10,941 shares; 2025Q3: 10,941 shares; 2025Q4: 10,941 shares; 2026Q1: 10,954 shares; 2026Q2: 10,954 shares 10,954 $329K 0.07% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,204 shares; 2026Q2: 3,388 shares 3,388 $322K 0.06% +184 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,323 shares; 2025Q1: 1,323 shares; 2025Q2: 1,363 shares; 2025Q3: 1,298 shares; 2025Q4: 1,353 shares; 2026Q1: 1,324 shares; 2026Q2: 1,341 shares 1,341 $318K 0.06% +17 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,224 shares; 2025Q2: 1,347 shares; 2025Q3: 1,445 shares; 2025Q4: 947 shares; 2026Q1: 1,640 shares; 2026Q2: 1,572 shares 1,572 $315K 0.06% -68 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares; 2025Q2: 1,860 shares; 2025Q3: 1,996 shares; 2025Q4: 2,086 shares; 2026Q1: 2,472 shares; 2026Q2: 2,486 shares 2,486 $315K 0.06% +14 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,650 shares; 2025Q1: 36,396 shares; 2025Q2: 21,286 shares; 2025Q3: 18,310 shares; 2025Q4: 9,722 shares; 2026Q1: 6,256 shares; 2026Q2: 6,190 shares 6,190 $313K 0.06% -66 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,467 shares 6,467 $311K 0.06% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,018 shares 1,018 $307K 0.06% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,872 shares 3,872 $306K 0.06% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 836 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares; 2026Q1: 982 shares; 2026Q2: 973 shares 973 $305K 0.06% -9 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,152 shares 1,152 $301K 0.06% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,876 shares; 2026Q1: 2,033 shares; 2026Q2: 2,138 shares 2,138 $299K 0.06% +105 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,198 shares; 2025Q1: 8,198 shares; 2025Q2: 8,239 shares; 2025Q3: 7,524 shares; 2025Q4: 5,883 shares; 2026Q1: 5,578 shares; 2026Q2: 6,001 shares 6,001 $299K 0.06% +423 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,943 shares; 2026Q1: 2,127 shares; 2026Q2: 2,346 shares 2,346 $296K 0.06% +219 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128 shares 128 $291K 0.06% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,467 shares; 2026Q1: 2,550 shares; 2026Q2: 2,547 shares 2,547 $288K 0.06% -3 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 335 shares; 2026Q1: 318 shares; 2026Q2: 373 shares 373 $282K 0.06% +55 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,376 shares 3,376 $279K 0.06% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,231 shares 6,231 $277K 0.06% new 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; 2024Q3: not loaded; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 455 shares; 2025Q3: 484 shares; 2025Q4: 469 shares; 2026Q1: 477 shares; 2026Q2: 541 shares 541 $276K 0.06% +64 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,490 shares; 2026Q1: 3,041 shares; 2026Q2: 2,785 shares 2,785 $267K 0.05% -256 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 244 shares; 2026Q1: 245 shares; 2026Q2: 259 shares 259 $262K 0.05% +14 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 754 shares; 2025Q4: 869 shares; 2026Q1: 1,075 shares; 2026Q2: 505 shares 505 $259K 0.05% -570 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,275 shares; 2025Q4: 1,419 shares; 2026Q1: 1,406 shares; 2026Q2: 1,344 shares 1,344 $255K 0.05% -62 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,771 shares; 2025Q1: 1,699 shares; 2025Q2: 1,796 shares; 2025Q3: 1,920 shares; 2025Q4: 1,967 shares; 2026Q1: 1,639 shares; 2026Q2: 1,723 shares 1,723 $253K 0.05% +84 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 846 shares 846 $252K 0.05% new Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 791 shares 791 $250K 0.05% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,685 shares 1,685 $241K 0.05% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 844 shares; 2026Q1: 769 shares; 2026Q2: 873 shares 873 $236K 0.05% +104 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 714 shares; 2025Q3: not reported; 2025Q4: 758 shares; 2026Q1: not reported; 2026Q2: 839 shares 839 $236K 0.05% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,921 shares 1,921 $235K 0.05% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,658 shares; 2025Q1: 1,497 shares; 2025Q2: not reported; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares; 2026Q1: 1,562 shares; 2026Q2: 1,497 shares 1,497 $234K 0.05% -65 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,776 shares 4,776 $227K 0.05% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,721 shares 2,721 $227K 0.05% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,548 shares; 2025Q1: 3,548 shares; 2025Q2: 2,531 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,612 shares; 2026Q2: 2,586 shares 2,586 $224K 0.04% -26 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,471 shares; 2026Q2: 1,406 shares 1,406 $220K 0.04% -65 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,364 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $220K 0.04% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,341 shares 2,341 $219K 0.04% new Timeline VT 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,383 shares 1,383 $217K 0.04% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,034 shares 1,034 $216K 0.04% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,707 shares; 2025Q1: 2,675 shares; 2025Q2: 2,724 shares; 2025Q3: 2,698 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,584 shares 2,584 $216K 0.04% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 338 shares 338 $216K 0.04% new Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,772 shares 6,772 $212K 0.04% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,924 shares; 2026Q1: 4,900 shares; 2026Q2: 4,960 shares 4,960 $210K 0.04% +60 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 487 shares 487 $210K 0.04% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 508 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 665 shares 665 $209K 0.04% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: not reported; 2026Q2: 1,164 shares 1,164 $207K 0.04% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,618 shares; 2026Q2: 2,356 shares 2,356 $207K 0.04% -262 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 606 shares 606 $203K 0.04% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares; 2026Q2: 1,487 shares 1,487 $201K 0.04% -23 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,196 shares 2,196 $201K 0.04% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,190 shares; 2026Q1: 11,260 shares; 2026Q2: 11,885 shares 11,885 $164K 0.03% +625 Timeline