LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 337,533 shares; 2025Q1: 336,703 shares; 2025Q2: 346,542 shares; 2025Q3: 345,314 shares; 2025Q4: 429,902 shares; 2026Q1: 426,702 shares; 2026Q2: 426,370 shares; 2026Q3: 423,219 shares 423,219 $78M 38.1% -3,151 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: 4,303 shares; 2025Q1: 4,692 shares; 2025Q2: 5,440 shares; 2025Q3: 6,838 shares; 2025Q4: 6,847 shares; 2026Q1: 8,466 shares; 2026Q2: 9,308 shares; 2026Q3: 9,966 shares 9,966 $6.98M 3.41% +658 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: 10,319 shares; 2025Q1: 10,921 shares; 2025Q2: 12,106 shares; 2025Q3: 12,461 shares; 2025Q4: 12,795 shares; 2026Q1: 13,863 shares; 2026Q2: 13,969 shares; 2026Q3: 14,691 shares 14,691 $5.5M 2.69% +722 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,357 shares; 2025Q1: 100,617 shares; 2025Q2: 139,911 shares; 2025Q3: 131,518 shares; 2025Q4: 113,100 shares; 2026Q1: 110,938 shares; 2026Q2: 106,869 shares; 2026Q3: 99,362 shares 99,362 $5.41M 2.64% -7,507 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: 7,932 shares; 2025Q1: 8,091 shares; 2025Q2: 8,495 shares; 2025Q3: 8,918 shares; 2025Q4: 9,561 shares; 2026Q1: 9,816 shares; 2026Q2: 10,026 shares; 2026Q3: 10,399 shares 10,399 $5.18M 2.53% +373 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; 2024Q4: 44,663 shares; 2025Q1: 45,319 shares; 2025Q2: 46,651 shares; 2025Q3: 47,740 shares; 2025Q4: 49,819 shares; 2026Q1: 52,195 shares; 2026Q2: 54,274 shares; 2026Q3: 53,436 shares 53,436 $3.17M 1.55% -838 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: 19,781 shares; 2025Q1: 21,008 shares; 2025Q2: 23,140 shares; 2025Q3: 24,657 shares; 2025Q4: 26,099 shares; 2026Q1: 27,709 shares; 2026Q2: 28,077 shares; 2026Q3: 34,662 shares 34,662 $2.94M 1.44% +6,585 Timeline XLE 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: 25,389 shares; 2025Q1: 25,457 shares; 2025Q2: 25,591 shares; 2025Q3: 25,712 shares; 2025Q4: 52,399 shares; 2026Q1: 52,204 shares; 2026Q2: 50,872 shares; 2026Q3: 47,440 shares 47,440 $2.92M 1.43% -3,432 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; 2024Q4: 20,956 shares; 2025Q1: 21,241 shares; 2025Q2: 21,100 shares; 2025Q3: 20,928 shares; 2025Q4: 21,143 shares; 2026Q1: 22,072 shares; 2026Q2: 21,849 shares; 2026Q3: 22,434 shares 22,434 $2.56M 1.25% +585 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; 2024Q4: 56,115 shares; 2025Q1: 55,617 shares; 2025Q2: 55,283 shares; 2025Q3: 55,110 shares; 2025Q4: 55,265 shares; 2026Q1: 55,090 shares; 2026Q2: 54,990 shares; 2026Q3: 54,877 shares 54,877 $2.54M 1.24% -113 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; 2024Q4: 22,347 shares; 2025Q1: 22,814 shares; 2025Q2: 24,747 shares; 2025Q3: 26,010 shares; 2025Q4: 25,748 shares; 2026Q1: 25,734 shares; 2026Q2: 27,441 shares; 2026Q3: 28,033 shares 28,033 $2.51M 1.23% +592 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,558 shares; 2025Q2: 11,693 shares; 2025Q3: 13,553 shares; 2025Q4: 16,228 shares; 2026Q1: 17,366 shares; 2026Q2: 18,426 shares; 2026Q3: 19,229 shares 19,229 $2.26M 1.11% +803 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,324 shares; 2025Q1: 8,361 shares; 2025Q2: 10,436 shares; 2025Q3: 12,363 shares; 2025Q4: 14,683 shares; 2026Q1: 15,647 shares; 2026Q2: 16,251 shares; 2026Q3: 16,442 shares 16,442 $2.11M 1.03% +191 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: 3,918 shares; 2025Q1: 3,990 shares; 2025Q2: 3,055 shares; 2025Q3: 3,198 shares; 2025Q4: 4,009 shares; 2026Q1: 4,105 shares; 2026Q2: 3,289 shares; 2026Q3: 3,817 shares 3,817 $1.96M 0.96% +528 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,032 shares; 2025Q1: 2,003 shares; 2025Q2: 1,941 shares; 2025Q3: 1,933 shares; 2025Q4: 2,541 shares; 2026Q1: 2,508 shares; 2026Q2: 1,754 shares; 2026Q3: 2,494 shares 2,494 $1.91M 0.93% +740 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,747 shares; 2025Q1: 54,056 shares; 2025Q2: 54,139 shares; 2025Q3: 44,079 shares; 2025Q4: 42,443 shares; 2026Q1: 48,179 shares; 2026Q2: 59,463 shares; 2026Q3: 59,175 shares 59,175 $1.78M 0.87% -288 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: 9,876 shares; 2025Q1: 9,974 shares; 2025Q2: 11,455 shares; 2025Q3: 11,681 shares; 2025Q4: 11,820 shares; 2026Q1: 12,125 shares; 2026Q2: 12,323 shares; 2026Q3: 12,717 shares 12,717 $1.73M 0.85% +394 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: 18,007 shares; 2025Q1: 19,292 shares; 2025Q2: 20,221 shares; 2025Q3: 20,186 shares; 2025Q4: 20,240 shares; 2026Q1: 22,316 shares; 2026Q2: 23,854 shares; 2026Q3: 23,955 shares 23,955 $1.69M 0.83% +101 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,218 shares; 2025Q1: 5,330 shares; 2025Q2: 3,657 shares; 2025Q3: 3,956 shares; 2025Q4: 5,669 shares; 2026Q1: 5,784 shares; 2026Q2: 3,901 shares; 2026Q3: 5,075 shares 5,075 $1.69M 0.83% +1,174 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,484 shares; 2025Q1: 36,033 shares; 2025Q2: 43,904 shares; 2025Q3: 43,904 shares; 2025Q4: 43,932 shares; 2026Q1: 42,934 shares; 2026Q2: 40,630 shares; 2026Q3: 36,576 shares 36,576 $1.61M 0.79% -4,054 Timeline RPV 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: 10,385 shares; 2025Q1: 10,426 shares; 2025Q2: 12,218 shares; 2025Q3: 12,472 shares; 2025Q4: 12,761 shares; 2026Q1: 12,714 shares; 2026Q2: 13,337 shares; 2026Q3: 13,570 shares 13,570 $1.56M 0.76% +233 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,283 shares; 2025Q1: 39,658 shares; 2025Q2: 39,719 shares; 2025Q3: 45,825 shares; 2025Q4: 47,439 shares; 2026Q1: 50,012 shares; 2026Q2: 55,257 shares; 2026Q3: 56,126 shares 56,126 $1.54M 0.75% +869 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,755 shares; 2025Q1: 7,755 shares; 2025Q2: 7,755 shares; 2025Q3: 7,755 shares; 2025Q4: 7,755 shares; 2026Q1: 7,755 shares; 2026Q2: 7,755 shares; 2026Q3: 7,755 shares 7,755 $1.53M 0.75% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,134 shares; 2025Q2: 12,272 shares; 2025Q3: 12,711 shares; 2025Q4: 12,737 shares; 2026Q1: 12,882 shares; 2026Q2: 13,371 shares; 2026Q3: 13,622 shares 13,622 $1.49M 0.73% +251 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: 1,270 shares; 2025Q1: 1,275 shares; 2025Q2: 1,104 shares; 2025Q3: 1,132 shares; 2025Q4: 1,265 shares; 2026Q1: 1,264 shares; 2026Q2: 1,106 shares; 2026Q3: 1,266 shares 1,266 $1.46M 0.72% +160 Timeline FNDC 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: 22,492 shares; 2025Q1: 22,410 shares; 2025Q2: 26,655 shares; 2025Q3: 26,655 shares; 2025Q4: 26,880 shares; 2026Q1: 27,014 shares; 2026Q2: 28,209 shares; 2026Q3: 28,996 shares 28,996 $1.44M 0.71% +787 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,118 shares; 2025Q1: 12,119 shares; 2025Q2: 12,120 shares; 2025Q3: 12,121 shares; 2025Q4: 12,008 shares; 2026Q1: 12,009 shares; 2026Q2: 11,910 shares; 2026Q3: 11,325 shares 11,325 $1.42M 0.69% -585 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,315 shares; 2025Q1: 10,540 shares; 2025Q2: 13,303 shares; 2025Q3: 13,578 shares; 2025Q4: 13,713 shares; 2026Q1: 14,244 shares; 2026Q2: 14,939 shares; 2026Q3: 15,062 shares 15,062 $1.42M 0.69% +123 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; 2024Q4: 42,160 shares; 2025Q1: 42,797 shares; 2025Q2: 46,820 shares; 2025Q3: 50,502 shares; 2025Q4: 50,293 shares; 2026Q1: 50,140 shares; 2026Q2: 49,289 shares; 2026Q3: 50,293 shares 50,293 $1.37M 0.67% +1,004 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: 6,385 shares; 2025Q1: 4,110 shares; 2025Q2: 3,912 shares; 2025Q3: 3,949 shares; 2025Q4: 4,161 shares; 2026Q1: 4,176 shares; 2026Q2: 3,960 shares; 2026Q3: 4,105 shares 4,105 $1.36M 0.66% +145 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,059 shares; 2025Q1: 9,065 shares; 2025Q2: 11,519 shares; 2025Q3: 12,308 shares; 2025Q4: 12,917 shares; 2026Q1: 12,997 shares; 2026Q2: 13,599 shares; 2026Q3: 14,150 shares 14,150 $1.28M 0.62% +551 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: 5,022 shares; 2025Q1: 4,953 shares; 2025Q2: 4,623 shares; 2025Q3: 4,636 shares; 2025Q4: 4,947 shares; 2026Q1: 4,921 shares; 2026Q2: 4,632 shares; 2026Q3: 4,804 shares 4,804 $1.27M 0.62% +172 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: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 3,929 shares; 2025Q3: 4,041 shares; 2025Q4: 3,904 shares; 2026Q1: 3,304 shares; 2026Q2: 3,304 shares; 2026Q3: 3,304 shares 3,304 $1.26M 0.61% 0 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; 2024Q4: not reported; 2025Q1: 11,628 shares; 2025Q2: 11,694 shares; 2025Q3: 11,721 shares; 2025Q4: 11,873 shares; 2026Q1: 12,005 shares; 2026Q2: 12,029 shares; 2026Q3: 12,068 shares 12,068 $1.23M 0.6% +39 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,616 shares; 2025Q1: 10,940 shares; 2025Q2: 15,076 shares; 2025Q3: 17,005 shares; 2025Q4: 18,550 shares; 2026Q1: 19,495 shares; 2026Q2: 21,463 shares; 2026Q3: 21,963 shares 21,963 $1.23M 0.6% +500 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,086 shares; 2025Q1: 12,936 shares; 2025Q2: 12,907 shares; 2025Q3: 12,907 shares; 2025Q4: 12,912 shares; 2026Q1: 12,735 shares; 2026Q2: 13,258 shares; 2026Q3: 14,741 shares 14,741 $1.17M 0.57% +1,483 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; 2024Q4: 16,985 shares; 2025Q1: 17,307 shares; 2025Q2: 18,693 shares; 2025Q3: 18,767 shares; 2025Q4: 19,102 shares; 2026Q1: 19,586 shares; 2026Q2: 19,468 shares; 2026Q3: 19,621 shares 19,621 $1.13M 0.55% +153 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: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,402 shares; 2025Q3: 1,302 shares; 2025Q4: 1,310 shares; 2026Q1: 1,335 shares; 2026Q2: 1,275 shares; 2026Q3: 1,248 shares 1,248 $1.01M 0.49% -27 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,073 shares; 2025Q1: 11,173 shares; 2025Q2: 10,485 shares; 2025Q3: 10,487 shares; 2025Q4: 11,664 shares; 2026Q1: 11,627 shares; 2026Q2: 11,075 shares; 2026Q3: 11,632 shares 11,632 $1M 0.49% +557 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; 2024Q4: 16,548 shares; 2025Q1: 12,083 shares; 2025Q2: 12,084 shares; 2025Q3: 12,085 shares; 2025Q4: 12,088 shares; 2026Q1: 12,090 shares; 2026Q2: 12,093 shares; 2026Q3: 12,037 shares 12,037 $964K 0.47% -56 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,596 shares; 2025Q1: 20,665 shares; 2025Q2: 22,137 shares; 2025Q3: 22,183 shares; 2025Q4: 23,124 shares; 2026Q1: 20,778 shares; 2026Q2: 20,803 shares; 2026Q3: 17,218 shares 17,218 $953K 0.47% -3,585 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; 2024Q4: 20,216 shares; 2025Q1: 20,216 shares; 2025Q2: 20,466 shares; 2025Q3: 22,161 shares; 2025Q4: 19,989 shares; 2026Q1: 20,044 shares; 2026Q2: 19,364 shares; 2026Q3: 20,796 shares 20,796 $864K 0.42% +1,432 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: 6,123 shares; 2025Q1: 3,085 shares; 2025Q2: 3,273 shares; 2025Q3: 3,275 shares; 2025Q4: 3,321 shares; 2026Q1: 3,322 shares; 2026Q2: 3,285 shares; 2026Q3: 3,210 shares 3,210 $840K 0.41% -75 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; 2024Q4: 12,298 shares; 2025Q1: 12,300 shares; 2025Q2: 12,850 shares; 2025Q3: 13,268 shares; 2025Q4: 12,164 shares; 2026Q1: 12,181 shares; 2026Q2: 12,015 shares; 2026Q3: 11,965 shares 11,965 $839K 0.41% -50 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: 5,200 shares; 2025Q1: 4,859 shares; 2025Q2: 4,872 shares; 2025Q3: 4,852 shares; 2025Q4: 5,145 shares; 2026Q1: 5,212 shares; 2026Q2: 5,097 shares; 2026Q3: 4,064 shares 4,064 $830K 0.41% -1,033 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,973 shares; 2026Q1: 3,973 shares; 2026Q2: 3,973 shares; 2026Q3: 3,973 shares 3,973 $810K 0.4% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,551 shares; 2026Q2: 15,066 shares; 2026Q3: 24,746 shares 24,746 $805K 0.39% +9,680 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 770 shares; 2026Q3: 2,821 shares 2,821 $803K 0.39% +2,051 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,635 shares; 2026Q1: 4,440 shares; 2026Q2: 7,658 shares; 2026Q3: 9,568 shares 9,568 $775K 0.38% +1,910 Timeline ARHS ARHAUS INC More: the full row for ARHAUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 79,814 shares; 2026Q3: 79,814 shares 79,814 $756K 0.37% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,399 shares; 2026Q2: 1,399 shares; 2026Q3: 4,807 shares 4,807 $746K 0.36% +3,408 Timeline VIOV 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: 3,023 shares; 2025Q1: 3,029 shares; 2025Q2: 3,062 shares; 2025Q3: 3,073 shares; 2025Q4: 3,783 shares; 2026Q1: 3,808 shares; 2026Q2: 6,652 shares; 2026Q3: 6,705 shares 6,705 $738K 0.36% +53 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,794 shares; 2025Q1: 6,024 shares; 2025Q2: 6,374 shares; 2025Q3: 6,589 shares; 2025Q4: 6,672 shares; 2026Q1: 6,841 shares; 2026Q2: 6,945 shares; 2026Q3: 6,839 shares 6,839 $735K 0.36% -106 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,028 shares; 2025Q1: 6,028 shares; 2025Q2: 6,029 shares; 2025Q3: 6,029 shares; 2025Q4: 6,030 shares; 2026Q1: 6,030 shares; 2026Q2: 6,030 shares; 2026Q3: 6,267 shares 6,267 $651K 0.32% +237 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: 9,008 shares; 2025Q1: 9,010 shares; 2025Q2: 9,012 shares; 2025Q3: 9,213 shares; 2025Q4: 9,399 shares; 2026Q1: 9,492 shares; 2026Q2: 9,493 shares; 2026Q3: 9,495 shares 9,495 $639K 0.31% +2 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: 2,706 shares; 2025Q1: 2,598 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,712 shares; 2026Q1: 2,748 shares; 2026Q2: not reported; 2026Q3: 2,759 shares 2,759 $630K 0.31% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,600 shares; 2025Q1: 2,646 shares; 2025Q2: 1,752 shares; 2025Q3: 1,752 shares; 2025Q4: 2,641 shares; 2026Q1: 2,911 shares; 2026Q2: 2,135 shares; 2026Q3: 2,452 shares 2,452 $611K 0.3% +317 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,390 shares; 2025Q1: 11,522 shares; 2025Q2: 12,552 shares; 2025Q3: 12,605 shares; 2025Q4: 12,854 shares; 2026Q1: 12,518 shares; 2026Q2: 12,137 shares; 2026Q3: 12,154 shares 12,154 $598K 0.29% +17 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: 5,519 shares; 2025Q1: 5,427 shares; 2025Q2: 5,235 shares; 2025Q3: 5,235 shares; 2025Q4: 5,634 shares; 2026Q1: 5,526 shares; 2026Q2: 5,348 shares; 2026Q3: 5,722 shares 5,722 $595K 0.29% +374 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,101 shares; 2025Q1: 2,042 shares; 2025Q2: 2,119 shares; 2025Q3: 2,136 shares; 2025Q4: 2,139 shares; 2026Q1: 2,256 shares; 2026Q2: 2,301 shares; 2026Q3: 2,534 shares 2,534 $585K 0.29% +233 Timeline SCHC 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: 12,661 shares; 2025Q1: 10,556 shares; 2025Q2: 10,558 shares; 2025Q3: 10,558 shares; 2025Q4: 10,572 shares; 2026Q1: 10,955 shares; 2026Q2: 11,432 shares; 2026Q3: 11,432 shares 11,432 $569K 0.28% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,723 shares; 2025Q1: 7,495 shares; 2025Q2: 7,732 shares; 2025Q3: 7,732 shares; 2025Q4: 7,749 shares; 2026Q1: 7,853 shares; 2026Q2: 8,301 shares; 2026Q3: 8,301 shares 8,301 $554K 0.27% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,684 shares; 2025Q1: 8,751 shares; 2025Q2: 8,459 shares; 2025Q3: 8,386 shares; 2025Q4: 9,121 shares; 2026Q1: 9,276 shares; 2026Q2: 8,977 shares; 2026Q3: 8,977 shares 8,977 $543K 0.27% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares; 2026Q3: 1,246 shares 1,246 $542K 0.26% +96 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: 1,474 shares; 2025Q1: 1,474 shares; 2025Q2: 1,520 shares; 2025Q3: 1,521 shares; 2025Q4: 1,524 shares; 2026Q1: 1,662 shares; 2026Q2: 6,886 shares; 2026Q3: 6,898 shares 6,898 $541K 0.26% +12 Timeline SCHB 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: 18,272 shares; 2025Q1: 18,354 shares; 2025Q2: 18,487 shares; 2025Q3: 18,487 shares; 2025Q4: 18,487 shares; 2026Q1: 18,521 shares; 2026Q2: 18,521 shares; 2026Q3: 18,188 shares 18,188 $533K 0.26% -333 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; 2024Q4: 2,629 shares; 2025Q1: 2,629 shares; 2025Q2: 2,629 shares; 2025Q3: 2,579 shares; 2025Q4: 2,704 shares; 2026Q1: 2,864 shares; 2026Q2: 2,864 shares; 2026Q3: 2,764 shares 2,764 $527K 0.26% -100 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,572 shares; 2025Q1: 16,213 shares; 2025Q2: 16,240 shares; 2025Q3: 13,491 shares; 2025Q4: 13,498 shares; 2026Q1: 14,677 shares; 2026Q2: 15,968 shares; 2026Q3: 15,979 shares 15,979 $521K 0.25% +11 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,692 shares; 2025Q1: 11,619 shares; 2025Q2: 11,660 shares; 2025Q3: 12,231 shares; 2025Q4: 12,252 shares; 2026Q1: 12,780 shares; 2026Q2: 13,458 shares; 2026Q3: 14,163 shares 14,163 $516K 0.25% +705 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: 3,255 shares; 2025Q1: 3,076 shares; 2025Q2: 3,444 shares; 2025Q3: 3,515 shares; 2025Q4: 3,312 shares; 2026Q1: 3,453 shares; 2026Q2: 3,411 shares; 2026Q3: 3,806 shares 3,806 $482K 0.24% +395 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,301 shares; 2025Q1: 9,553 shares; 2025Q2: 9,701 shares; 2025Q3: 9,462 shares; 2025Q4: 10,012 shares; 2026Q1: 9,885 shares; 2026Q2: 9,948 shares; 2026Q3: 10,140 shares 10,140 $471K 0.23% +192 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: 1,519 shares; 2025Q1: 1,516 shares; 2025Q2: 1,596 shares; 2025Q3: 1,527 shares; 2025Q4: 1,530 shares; 2026Q1: 1,551 shares; 2026Q2: 1,621 shares; 2026Q3: 1,633 shares 1,633 $465K 0.23% +12 Timeline SCHH 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: 18,225 shares; 2025Q1: 17,381 shares; 2025Q2: 17,424 shares; 2025Q3: 18,315 shares; 2025Q4: 18,338 shares; 2026Q1: 19,148 shares; 2026Q2: 20,582 shares; 2026Q3: 20,599 shares 20,599 $454K 0.22% +17 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,039 shares; 2025Q1: 3,900 shares; 2025Q2: 5,114 shares; 2025Q3: 5,123 shares; 2025Q4: 5,135 shares; 2026Q1: 5,138 shares; 2026Q2: 5,159 shares; 2026Q3: 5,159 shares 5,159 $450K 0.22% 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: 8,250 shares; 2025Q1: 9,152 shares; 2025Q2: 8,415 shares; 2025Q3: 8,375 shares; 2025Q4: 9,513 shares; 2026Q1: 10,056 shares; 2026Q2: 9,182 shares; 2026Q3: 9,734 shares 9,734 $446K 0.22% +552 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 25,000 shares; 2025Q3: 32,500 shares; 2025Q4: 32,500 shares; 2026Q1: 32,500 shares; 2026Q2: 32,500 shares; 2026Q3: 51,500 shares 51,500 $444K 0.22% +19,000 Timeline SCHZ 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: 19,259 shares; 2025Q1: 19,512 shares; 2025Q2: 19,116 shares; 2025Q3: 19,840 shares; 2025Q4: 19,906 shares; 2026Q1: 19,940 shares; 2026Q2: 19,991 shares; 2026Q3: 20,045 shares 20,045 $443K 0.22% +54 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,519 shares; 2025Q3: 1,521 shares; 2025Q4: 1,729 shares; 2026Q1: 1,732 shares; 2026Q2: 2,836 shares; 2026Q3: 2,845 shares 2,845 $442K 0.22% +9 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,330 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,104 shares; 2026Q1: 1,204 shares; 2026Q2: 822 shares; 2026Q3: 1,261 shares 1,261 $434K 0.21% +439 Timeline SCHR 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: 22,016 shares; 2025Q1: 21,606 shares; 2025Q2: 21,422 shares; 2025Q3: 20,656 shares; 2025Q4: 19,706 shares; 2026Q1: 19,706 shares; 2026Q2: 18,706 shares; 2026Q3: 18,296 shares 18,296 $434K 0.21% -410 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,965 shares; 2025Q1: 7,640 shares; 2025Q2: 7,167 shares; 2025Q3: 5,529 shares; 2025Q4: 5,605 shares; 2026Q1: 5,305 shares; 2026Q2: 4,789 shares; 2026Q3: 4,502 shares 4,502 $428K 0.21% -287 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: 2,228 shares; 2025Q1: 2,131 shares; 2025Q2: 2,541 shares; 2025Q3: 2,492 shares; 2025Q4: 2,843 shares; 2026Q1: 2,845 shares; 2026Q2: 2,846 shares; 2026Q3: 2,848 shares 2,848 $417K 0.2% +2 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: 1,372 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares; 2026Q1: 1,345 shares; 2026Q2: 1,345 shares; 2026Q3: 1,345 shares 1,345 $416K 0.2% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,053 shares 1,053 $408K 0.2% +53 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: 720 shares; 2025Q1: 720 shares; 2025Q2: 624 shares; 2025Q3: 685 shares; 2025Q4: 911 shares; 2026Q1: 1,166 shares; 2026Q2: 1,072 shares; 2026Q3: 1,127 shares 1,127 $405K 0.2% +55 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,052 shares; 2025Q3: 2,052 shares; 2025Q4: 2,159 shares; 2026Q1: 2,154 shares; 2026Q2: 2,048 shares; 2026Q3: 2,166 shares 2,166 $398K 0.19% +118 Timeline VYMI 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,262 shares; 2026Q3: 3,843 shares 3,843 $389K 0.19% +1,581 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,223 shares; 2025Q1: 5,223 shares; 2025Q2: 5,250 shares; 2025Q3: 5,179 shares; 2025Q4: 5,179 shares; 2026Q1: 4,934 shares; 2026Q2: 4,787 shares; 2026Q3: 3,626 shares 3,626 $377K 0.18% -1,161 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares; 2026Q1: 1,571 shares; 2026Q2: 1,571 shares; 2026Q3: 1,471 shares 1,471 $376K 0.18% -100 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,327 shares; 2025Q1: 6,327 shares; 2025Q2: 6,215 shares; 2025Q3: 6,215 shares; 2025Q4: 6,215 shares; 2026Q1: 6,215 shares; 2026Q2: 6,215 shares; 2026Q3: 6,015 shares 6,015 $368K 0.18% -200 Timeline VOOV 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: 1,281 shares; 2025Q1: 1,308 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,526 shares; 2026Q1: 1,526 shares; 2026Q2: 1,656 shares; 2026Q3: 1,657 shares 1,657 $365K 0.18% +1 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,844 shares; 2025Q1: 2,639 shares; 2025Q2: 2,610 shares; 2025Q3: 2,495 shares; 2025Q4: 2,435 shares; 2026Q1: 2,431 shares; 2026Q2: 2,206 shares; 2026Q3: 2,178 shares 2,178 $362K 0.18% -28 Timeline SCHO 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: 14,321 shares; 2025Q1: 14,326 shares; 2025Q2: 14,186 shares; 2025Q3: 14,194 shares; 2025Q4: 14,315 shares; 2026Q1: 14,320 shares; 2026Q2: 15,029 shares; 2026Q3: 15,047 shares 15,047 $359K 0.18% +18 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,813 shares; 2025Q1: 3,813 shares; 2025Q2: 3,813 shares; 2025Q3: 3,813 shares; 2025Q4: 3,813 shares; 2026Q1: 4,043 shares; 2026Q2: 3,928 shares; 2026Q3: 3,928 shares 3,928 $359K 0.18% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,852 shares; 2025Q1: 3,902 shares; 2025Q2: 3,902 shares; 2025Q3: 3,902 shares; 2025Q4: 3,952 shares; 2026Q1: 3,952 shares; 2026Q2: 4,052 shares; 2026Q3: 4,052 shares 4,052 $346K 0.17% 0 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: 2,361 shares; 2025Q1: 2,453 shares; 2025Q2: 2,453 shares; 2025Q3: 2,453 shares; 2025Q4: 2,453 shares; 2026Q1: 2,593 shares; 2026Q2: 2,593 shares; 2026Q3: 2,673 shares 2,673 $342K 0.17% +80 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: 1,119 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,053 shares; 2026Q1: 1,016 shares; 2026Q2: not reported; 2026Q3: 975 shares 975 $342K 0.17% new 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 reported; 2025Q1: 2,892 shares; 2025Q2: 2,892 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 3,020 shares; 2026Q2: 3,462 shares; 2026Q3: 3,464 shares 3,464 $342K 0.17% +2 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: 433 shares; 2025Q1: 504 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 484 shares; 2026Q1: 484 shares; 2026Q2: not reported; 2026Q3: 470 shares 470 $341K 0.17% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,682 shares; 2025Q1: 10,141 shares; 2025Q2: 10,141 shares; 2025Q3: 10,141 shares; 2025Q4: 10,276 shares; 2026Q1: 10,276 shares; 2026Q2: 10,276 shares; 2026Q3: 10,214 shares 10,214 $340K 0.17% -62 Timeline VONV 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,105 shares; 2026Q3: 3,105 shares 3,105 $338K 0.16% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,354 shares; 2025Q1: 15,792 shares; 2025Q2: 15,792 shares; 2025Q3: 15,666 shares; 2025Q4: 14,494 shares; 2026Q1: 15,010 shares; 2026Q2: 14,661 shares; 2026Q3: 13,813 shares 13,813 $337K 0.16% -848 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $336K 0.16% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,535 shares 2,535 $330K 0.16% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,325 shares; 2026Q2: 3,325 shares; 2026Q3: 3,325 shares 3,325 $328K 0.16% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 28,680 shares; 2025Q2: 28,680 shares; 2025Q3: 10,388 shares; 2025Q4: 18,000 shares; 2026Q1: 25,000 shares; 2026Q2: 14,000 shares; 2026Q3: 22,000 shares 22,000 $326K 0.16% +8,000 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,457 shares; 2025Q1: 5,549 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,537 shares; 2026Q1: 4,513 shares; 2026Q2: 3,870 shares; 2026Q3: 4,554 shares 4,554 $319K 0.16% +684 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 reported; 2025Q1: 2,960 shares; 2025Q2: 2,988 shares; 2025Q3: 2,931 shares; 2025Q4: 3,257 shares; 2026Q1: 3,207 shares; 2026Q2: 3,207 shares; 2026Q3: 3,183 shares 3,183 $308K 0.15% -24 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $297K 0.14% 0 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; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 915 shares; 2026Q2: 915 shares; 2026Q3: 930 shares 930 $294K 0.14% +15 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,333 shares; 2025Q3: 3,333 shares; 2025Q4: 3,625 shares; 2026Q1: 3,562 shares; 2026Q2: 3,562 shares; 2026Q3: 3,562 shares 3,562 $289K 0.14% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,933 shares; 2026Q3: 7,960 shares 7,960 $286K 0.14% +1,027 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,956 shares; 2025Q1: 10,270 shares; 2025Q2: 9,703 shares; 2025Q3: 9,703 shares; 2025Q4: 10,240 shares; 2026Q1: 10,444 shares; 2026Q2: 9,476 shares; 2026Q3: 9,901 shares 9,901 $282K 0.14% +425 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: 1,814 shares; 2025Q1: 1,832 shares; 2025Q2: 1,635 shares; 2025Q3: 1,636 shares; 2025Q4: 1,692 shares; 2026Q1: 1,946 shares; 2026Q2: 1,808 shares; 2026Q3: 1,942 shares 1,942 $282K 0.14% +134 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,017 shares; 2025Q1: 1,837 shares; 2025Q2: 1,837 shares; 2025Q3: 1,837 shares; 2025Q4: 1,837 shares; 2026Q1: 1,837 shares; 2026Q2: 1,717 shares; 2026Q3: 1,717 shares 1,717 $282K 0.14% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,195 shares; 2026Q3: 2,195 shares 2,195 $278K 0.14% 0 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 442 shares 442 $270K 0.13% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,077 shares; 2025Q1: 6,034 shares; 2025Q2: 6,057 shares; 2025Q3: 6,048 shares; 2025Q4: 6,048 shares; 2026Q1: 6,056 shares; 2026Q2: 5,892 shares; 2026Q3: 5,744 shares 5,744 $269K 0.13% -148 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares; 2026Q3: 2,400 shares 2,400 $269K 0.13% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: not reported; 2026Q1: 1,242 shares; 2026Q2: 1,242 shares; 2026Q3: 1,242 shares 1,242 $268K 0.13% 0 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,656 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,696 shares; 2026Q1: 3,673 shares; 2026Q2: not reported; 2026Q3: 3,515 shares 3,515 $266K 0.13% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 775 shares 775 $264K 0.13% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares; 2026Q2: 6,300 shares; 2026Q3: 6,300 shares 6,300 $256K 0.13% 0 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,524 shares; 2026Q1: 2,534 shares; 2026Q2: 2,593 shares; 2026Q3: 2,893 shares 2,893 $255K 0.12% +300 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: 875 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 890 shares; 2026Q2: 890 shares; 2026Q3: 890 shares 890 $254K 0.12% 0 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: not reported; 2026Q3: 1,500 shares 1,500 $252K 0.12% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,887 shares; 2025Q1: 4,500 shares; 2025Q2: 4,002 shares; 2025Q3: 4,004 shares; 2025Q4: 3,492 shares; 2026Q1: 3,244 shares; 2026Q2: 3,247 shares; 2026Q3: 2,954 shares 2,954 $248K 0.12% -293 Timeline SCHP 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: 10,067 shares; 2025Q1: 10,067 shares; 2025Q2: 10,082 shares; 2025Q3: 10,667 shares; 2025Q4: 10,295 shares; 2026Q1: 10,295 shares; 2026Q2: 10,195 shares; 2026Q3: 9,696 shares 9,696 $244K 0.12% -499 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,884 shares; 2026Q2: 3,109 shares; 2026Q3: 3,117 shares 3,117 $244K 0.12% +8 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,757 shares 2,757 $241K 0.12% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,110 shares; 2025Q4: 11,860 shares; 2026Q1: 11,860 shares; 2026Q2: 11,860 shares; 2026Q3: 11,860 shares 11,860 $234K 0.11% 0 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 reported; 2025Q1: 2,271 shares; 2025Q2: 2,271 shares; 2025Q3: 2,222 shares; 2025Q4: not reported; 2026Q1: 2,824 shares; 2026Q2: 2,824 shares; 2026Q3: 2,825 shares 2,825 $234K 0.11% +1 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 reported; 2025Q1: not reported; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 867 shares; 2026Q1: 893 shares; 2026Q2: not reported; 2026Q3: 1,011 shares 1,011 $233K 0.11% new Timeline VXF 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,006 shares; 2026Q3: 1,007 shares 1,007 $233K 0.11% +1 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,404 shares; 2026Q2: 6,520 shares; 2026Q3: 6,000 shares 6,000 $227K 0.11% -520 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,686 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,174 shares; 2025Q4: 3,174 shares; 2026Q1: 3,174 shares; 2026Q2: 3,174 shares; 2026Q3: 3,174 shares 3,174 $226K 0.11% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,866 shares; 2025Q3: 4,866 shares; 2025Q4: 4,866 shares; 2026Q1: 4,866 shares; 2026Q2: 4,866 shares; 2026Q3: 4,871 shares 4,871 $223K 0.11% +5 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,486 shares; 2025Q1: 3,435 shares; 2025Q2: 3,341 shares; 2025Q3: 3,281 shares; 2025Q4: 3,260 shares; 2026Q1: 3,291 shares; 2026Q2: 2,971 shares; 2026Q3: 2,342 shares 2,342 $221K 0.11% -629 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,762 shares; 2026Q3: 1,762 shares 1,762 $207K 0.1% 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: 1,015 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 940 shares 940 $207K 0.1% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,972 shares; 2025Q1: 2,675 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,391 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,393 shares 2,393 $206K 0.1% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,713 shares; 2026Q1: 1,713 shares; 2026Q2: 1,713 shares; 2026Q3: 1,802 shares 1,802 $204K 0.1% +89 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,732 shares; 2025Q1: 4,732 shares; 2025Q2: 4,692 shares; 2025Q3: 4,610 shares; 2025Q4: 4,610 shares; 2026Q1: 4,610 shares; 2026Q2: 4,610 shares; 2026Q3: 4,610 shares 4,610 $203K 0.1% 0 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; 2024Q4: not reported; 2025Q1: 1,643 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,205 shares; 2026Q2: not reported; 2026Q3: 1,176 shares 1,176 $202K 0.1% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,073 shares 1,073 $201K 0.1% new Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,216 shares; 2026Q2: 30,216 shares; 2026Q3: 30,216 shares 30,216 $141K 0.07% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,050 shares 11,050 $129K 0.06% new Timeline