IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 77,248 shares; 2023Q3: 74,422 shares; 2023Q4: 72,464 shares; 2024Q1: 358,741 shares; 2024Q2: 355,672 shares; 2024Q3: 353,400 shares; 2024Q4: 358,860 shares; 2025Q1: 362,514 shares 362,514 $21.2M 7.13% +3,654 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 93,691 shares; 2023Q3: 91,674 shares; 2023Q4: 89,923 shares; 2024Q1: 82,256 shares; 2024Q2: 81,579 shares; 2024Q3: 79,625 shares; 2024Q4: 78,208 shares; 2025Q1: 80,257 shares 80,257 $17.8M 6.01% +2,049 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 198,441 shares; 2024Q2: 201,552 shares; 2024Q3: 212,647 shares; 2024Q4: 335,231 shares; 2025Q1: 339,420 shares 339,420 $15.9M 5.37% +4,189 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 41,918 shares; 2023Q3: 42,612 shares; 2023Q4: 41,691 shares; 2024Q1: 37,684 shares; 2024Q2: 37,449 shares; 2024Q3: 37,108 shares; 2024Q4: 36,533 shares; 2025Q1: 36,942 shares 36,942 $13.9M 4.68% +409 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; 2023Q2: 133,226 shares; 2023Q3: 147,715 shares; 2023Q4: 153,700 shares; 2024Q1: 148,695 shares; 2024Q2: 154,147 shares; 2024Q3: 155,140 shares; 2024Q4: 465,225 shares; 2025Q1: 472,306 shares 472,306 $10.2M 3.43% +7,081 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 169,023 shares; 2025Q1: 184,102 shares 184,102 $9.32M 3.14% +15,079 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,291 shares; 2023Q3: 6,362 shares; 2023Q4: 6,114 shares; 2024Q1: 6,052 shares; 2024Q2: 5,988 shares; 2024Q3: 58,169 shares; 2024Q4: 48,451 shares; 2025Q1: 48,293 shares 48,293 $8.09M 2.73% -158 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 66,256 shares; 2023Q3: 66,244 shares; 2023Q4: 64,812 shares; 2024Q1: 54,746 shares; 2024Q2: 53,540 shares; 2024Q3: 52,855 shares; 2024Q4: 51,556 shares; 2025Q1: 51,691 shares 51,691 $7.99M 2.69% +135 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; 2023Q2: 37,520 shares; 2023Q3: 36,324 shares; 2023Q4: 35,484 shares; 2024Q1: 35,166 shares; 2024Q2: 34,908 shares; 2024Q3: 34,345 shares; 2024Q4: 31,512 shares; 2025Q1: 30,872 shares 30,872 $7.57M 2.55% -640 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 103,679 shares; 2023Q4: 115,051 shares; 2024Q1: 121,258 shares; 2024Q2: 121,957 shares; 2024Q3: 122,399 shares; 2024Q4: 257,601 shares; 2025Q1: 261,153 shares 261,153 $7.15M 2.41% +3,552 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; 2023Q2: 14,157 shares; 2023Q3: 13,711 shares; 2023Q4: 13,282 shares; 2024Q1: 12,919 shares; 2024Q2: 12,933 shares; 2024Q3: 12,680 shares; 2024Q4: 11,507 shares; 2025Q1: 11,336 shares 11,336 $6.04M 2.04% -171 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 149,077 shares; 2023Q3: 144,715 shares; 2023Q4: 141,950 shares; 2024Q1: 145,401 shares; 2024Q2: 144,464 shares; 2024Q3: 141,953 shares; 2024Q4: 127,308 shares; 2025Q1: 92,845 shares 92,845 $5.55M 1.87% -34,463 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 26,803 shares; 2023Q3: 25,891 shares; 2023Q4: 24,891 shares; 2024Q1: 18,994 shares; 2024Q2: 18,821 shares; 2024Q3: 18,429 shares; 2024Q4: 16,654 shares; 2025Q1: 16,427 shares 16,427 $5.53M 1.87% -227 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 39,351 shares; 2023Q3: 38,469 shares; 2023Q4: 37,323 shares; 2024Q1: 35,989 shares; 2024Q2: 35,454 shares; 2024Q3: 35,014 shares; 2024Q4: 35,022 shares; 2025Q1: 35,005 shares 35,005 $5.38M 1.81% -17 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; 2023Q2: 21,842 shares; 2023Q3: 18,302 shares; 2023Q4: 22,828 shares; 2024Q1: 20,948 shares; 2024Q2: 20,948 shares; 2024Q3: 20,948 shares; 2024Q4: 20,948 shares; 2025Q1: 65,573 shares 65,573 $5.18M 1.75% +44,625 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 29,867 shares; 2023Q3: 29,139 shares; 2023Q4: 28,644 shares; 2024Q1: 28,433 shares; 2024Q2: 28,463 shares; 2024Q3: 27,966 shares; 2024Q4: 27,626 shares; 2025Q1: 23,075 shares 23,075 $5.1M 1.72% -4,551 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 45,953 shares; 2023Q3: 44,577 shares; 2023Q4: 43,558 shares; 2024Q1: 42,953 shares; 2024Q2: 42,802 shares; 2024Q3: 41,645 shares; 2024Q4: 41,036 shares; 2025Q1: 40,477 shares 40,477 $4.93M 1.66% -559 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 27,314 shares; 2023Q3: 26,681 shares; 2023Q4: 26,333 shares; 2024Q1: 79,184 shares; 2024Q2: 78,499 shares; 2024Q3: 76,649 shares; 2024Q4: 68,953 shares; 2025Q1: 54,463 shares 54,463 $4.78M 1.61% -14,490 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,196 shares; 2023Q3: 33,218 shares; 2023Q4: 32,852 shares; 2024Q1: 32,441 shares; 2024Q2: 32,481 shares; 2024Q3: 32,187 shares; 2024Q4: 32,251 shares; 2025Q1: 32,202 shares 32,202 $4.27M 1.44% -49 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; 2023Q2: 15,423 shares; 2023Q3: 14,886 shares; 2023Q4: 14,513 shares; 2024Q1: 14,396 shares; 2024Q2: 14,343 shares; 2024Q3: 14,056 shares; 2024Q4: 13,897 shares; 2025Q1: 13,770 shares 13,770 $4.21M 1.42% -127 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; 2023Q2: 26,652 shares; 2023Q3: 26,583 shares; 2023Q4: 28,030 shares; 2024Q1: 27,949 shares; 2024Q2: 25,885 shares; 2024Q3: 23,376 shares; 2024Q4: 23,839 shares; 2025Q1: 24,254 shares 24,254 $4.13M 1.39% +415 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,193 shares; 2023Q3: 13,938 shares; 2023Q4: 13,334 shares; 2024Q1: 13,235 shares; 2024Q2: 13,148 shares; 2024Q3: 12,922 shares; 2024Q4: 13,232 shares; 2025Q1: 13,212 shares 13,212 $4.12M 1.39% -20 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; 2023Q2: 13,034 shares; 2023Q3: 13,022 shares; 2023Q4: 12,801 shares; 2024Q1: 12,632 shares; 2024Q2: 12,649 shares; 2024Q3: 12,480 shares; 2024Q4: 10,869 shares; 2025Q1: 10,804 shares 10,804 $3.96M 1.33% -65 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; 2023Q2: 4,116 shares; 2023Q3: 4,165 shares; 2023Q4: 6,716 shares; 2024Q1: 6,704 shares; 2024Q2: 6,704 shares; 2024Q3: 6,704 shares; 2024Q4: 6,987 shares; 2025Q1: 6,987 shares 6,987 $3.91M 1.32% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,162 shares 30,162 $3.59M 1.21% new 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; 2023Q2: 61,310 shares; 2023Q3: 93,458 shares; 2023Q4: 90,896 shares; 2024Q1: 90,200 shares; 2024Q2: 89,838 shares; 2024Q3: 88,190 shares; 2024Q4: 78,135 shares; 2025Q1: 78,652 shares 78,652 $3.57M 1.2% +517 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,970 shares; 2023Q3: 11,235 shares; 2023Q4: 11,107 shares; 2024Q1: 11,259 shares; 2024Q2: 11,222 shares; 2024Q3: 11,164 shares; 2024Q4: 10,272 shares; 2025Q1: 10,155 shares 10,155 $3.56M 1.2% -117 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; 2023Q2: 38,656 shares; 2023Q3: 40,847 shares; 2023Q4: 40,072 shares; 2024Q1: 40,454 shares; 2024Q2: 40,253 shares; 2024Q3: 40,134 shares; 2024Q4: 39,243 shares; 2025Q1: 39,214 shares 39,214 $3.52M 1.19% -29 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; 2023Q2: 6,915 shares; 2023Q3: 6,790 shares; 2023Q4: 6,515 shares; 2024Q1: 6,728 shares; 2024Q2: 6,723 shares; 2024Q3: 6,622 shares; 2024Q4: 6,617 shares; 2025Q1: 6,548 shares 6,548 $3.35M 1.13% -69 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,265 shares; 2023Q3: 17,760 shares; 2023Q4: 17,878 shares; 2024Q1: 17,964 shares; 2024Q2: 17,941 shares; 2024Q3: 17,756 shares; 2024Q4: 15,653 shares; 2025Q1: 15,747 shares 15,747 $3.3M 1.11% +94 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; 2023Q2: 17,030 shares; 2023Q3: 16,503 shares; 2023Q4: 15,902 shares; 2024Q1: 15,796 shares; 2024Q2: 15,791 shares; 2024Q3: 15,605 shares; 2024Q4: 13,467 shares; 2025Q1: 13,240 shares 13,240 $3.28M 1.11% -227 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; 2023Q2: 5,066 shares; 2023Q3: 6,987 shares; 2023Q4: 47,870 shares; 2024Q1: 47,026 shares; 2024Q2: 46,500 shares; 2024Q3: 46,417 shares; 2024Q4: 45,981 shares; 2025Q1: 45,855 shares 45,855 $3.25M 1.1% -126 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,571 shares; 2023Q3: 12,268 shares; 2023Q4: 11,918 shares; 2024Q1: 11,861 shares; 2024Q2: 12,183 shares; 2024Q3: 12,058 shares; 2024Q4: 10,446 shares; 2025Q1: 10,361 shares 10,361 $3.23M 1.09% -85 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,480 shares; 2023Q3: 7,386 shares; 2023Q4: 7,236 shares; 2024Q1: 7,130 shares; 2024Q2: 7,126 shares; 2024Q3: 7,068 shares; 2024Q4: 6,260 shares; 2025Q1: 6,294 shares 6,294 $3.13M 1.06% +34 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,549 shares; 2024Q2: 10,520 shares; 2024Q3: 10,422 shares; 2024Q4: 10,433 shares; 2025Q1: 10,418 shares 10,418 $3.07M 1.04% -15 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 91,162 shares; 2023Q3: 91,267 shares; 2023Q4: 89,427 shares; 2024Q1: 87,705 shares; 2024Q2: 87,422 shares; 2024Q3: 86,741 shares; 2024Q4: 83,104 shares; 2025Q1: 82,986 shares 82,986 $3.06M 1.03% -118 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,034 shares; 2023Q3: 18,540 shares; 2023Q4: 18,362 shares; 2024Q1: 18,299 shares; 2024Q2: 18,259 shares; 2024Q3: 18,082 shares; 2024Q4: 18,077 shares; 2025Q1: 18,305 shares 18,305 $3.04M 1.02% +228 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 81,371 shares; 2023Q3: 78,710 shares; 2023Q4: 77,507 shares; 2024Q1: 77,323 shares; 2024Q2: 76,403 shares; 2024Q3: 74,929 shares; 2024Q4: 73,902 shares; 2025Q1: 73,713 shares 73,713 $3.02M 1.02% -189 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 41,327 shares; 2023Q3: 39,508 shares; 2023Q4: 38,561 shares; 2024Q1: 39,199 shares; 2024Q2: 38,710 shares; 2024Q3: 38,128 shares; 2024Q4: 38,416 shares; 2025Q1: 37,987 shares 37,987 $2.78M 0.94% -429 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,677 shares; 2023Q3: 31,046 shares; 2023Q4: 31,115 shares; 2024Q1: 31,164 shares; 2024Q2: 31,147 shares; 2024Q3: 30,868 shares; 2024Q4: 27,261 shares; 2025Q1: 26,517 shares 26,517 $2.76M 0.93% -744 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,789 shares 5,789 $2.66M 0.9% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,312 shares 61,312 $2.56M 0.86% new 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; 2023Q2: 4,633 shares; 2023Q3: 4,636 shares; 2023Q4: 4,637 shares; 2024Q1: 4,593 shares; 2024Q2: 4,768 shares; 2024Q3: 4,755 shares; 2024Q4: 4,731 shares; 2025Q1: 4,958 shares 4,958 $2.55M 0.86% +227 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 23,855 shares; 2023Q3: 23,480 shares; 2023Q4: 22,899 shares; 2024Q1: 22,946 shares; 2024Q2: 23,029 shares; 2024Q3: 22,700 shares; 2024Q4: 22,373 shares; 2025Q1: 22,445 shares 22,445 $2.47M 0.83% +72 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,197 shares; 2023Q3: 22,269 shares; 2023Q4: 21,974 shares; 2024Q1: 20,922 shares; 2024Q2: 20,871 shares; 2024Q3: 20,715 shares; 2024Q4: 18,404 shares; 2025Q1: 18,608 shares 18,608 $2.39M 0.8% +204 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 69,901 shares; 2023Q4: 69,664 shares; 2024Q1: 69,474 shares; 2024Q2: 69,149 shares; 2024Q3: 68,327 shares; 2024Q4: 68,224 shares; 2025Q1: 67,468 shares 67,468 $2.31M 0.78% -756 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,477 shares; 2024Q2: 6,429 shares; 2024Q3: 6,389 shares; 2024Q4: 12,762 shares; 2025Q1: 12,746 shares 12,746 $2.17M 0.73% -16 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; 2023Q2: 43,718 shares; 2023Q3: 44,590 shares; 2023Q4: 44,444 shares; 2024Q1: 44,451 shares; 2024Q2: 45,234 shares; 2024Q3: 46,095 shares; 2024Q4: 96,264 shares; 2025Q1: 101,347 shares 101,347 $2M 0.68% +5,083 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,138 shares; 2023Q3: 3,068 shares; 2023Q4: 2,733 shares; 2024Q1: 2,619 shares; 2024Q2: 2,894 shares; 2024Q3: 3,354 shares; 2024Q4: 3,364 shares; 2025Q1: 3,494 shares 3,494 $1.96M 0.66% +130 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,452 shares; 2023Q3: 4,502 shares; 2023Q4: 4,388 shares; 2024Q1: 4,775 shares; 2024Q2: 4,790 shares; 2024Q3: 4,747 shares; 2024Q4: 4,861 shares; 2025Q1: 5,019 shares 5,019 $1.92M 0.65% +158 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,160 shares; 2023Q3: 9,372 shares; 2023Q4: 7,967 shares; 2024Q1: 5,305 shares; 2024Q2: 5,232 shares; 2024Q3: 5,023 shares; 2024Q4: 4,940 shares; 2025Q1: 23,390 shares 23,390 $1.91M 0.64% +18,450 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,262 shares; 2023Q3: 16,984 shares; 2023Q4: 16,742 shares; 2024Q1: 16,379 shares; 2024Q2: 16,363 shares; 2024Q3: 16,198 shares; 2024Q4: 15,679 shares; 2025Q1: 15,464 shares 15,464 $1.62M 0.55% -215 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,535 shares; 2023Q3: 16,901 shares; 2023Q4: 16,431 shares; 2024Q1: 16,338 shares; 2024Q2: 16,285 shares; 2024Q3: 15,996 shares; 2024Q4: 15,451 shares; 2025Q1: 15,365 shares 15,365 $1.6M 0.54% -86 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,593 shares; 2023Q3: 19,893 shares; 2023Q4: 19,378 shares; 2024Q1: 19,355 shares; 2024Q2: 19,225 shares; 2024Q3: 18,893 shares; 2024Q4: 17,066 shares; 2025Q1: 16,776 shares 16,776 $1.54M 0.52% -290 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; 2023Q2: 70,504 shares; 2023Q3: 53,996 shares; 2023Q4: 51,819 shares; 2024Q1: 46,037 shares; 2024Q2: 45,382 shares; 2024Q3: 45,437 shares; 2024Q4: 43,002 shares; 2025Q1: 41,512 shares 41,512 $1.49M 0.5% -1,490 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 26,638 shares; 2023Q3: 26,638 shares; 2023Q4: 30,573 shares; 2024Q1: 29,879 shares; 2024Q2: 29,879 shares; 2024Q3: 29,879 shares; 2024Q4: 29,429 shares; 2025Q1: 29,865 shares 29,865 $1.26M 0.43% +436 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; 2023Q2: 5,360 shares; 2023Q3: 6,980 shares; 2023Q4: 7,165 shares; 2024Q1: 6,898 shares; 2024Q2: 6,878 shares; 2024Q3: 6,878 shares; 2024Q4: 6,150 shares; 2025Q1: 6,150 shares 6,150 $1.17M 0.39% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,679 shares; 2023Q3: 24,326 shares; 2023Q4: 23,390 shares; 2024Q1: 22,808 shares; 2024Q2: 22,626 shares; 2024Q3: 22,216 shares; 2024Q4: 18,254 shares; 2025Q1: 17,855 shares 17,855 $1.13M 0.38% -399 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,085 shares; 2023Q3: 15,085 shares; 2023Q4: 15,085 shares; 2024Q1: 15,085 shares; 2024Q2: 15,085 shares; 2024Q3: 15,085 shares; 2024Q4: 15,085 shares; 2025Q1: 15,085 shares 15,085 $889K 0.3% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,177 shares; 2023Q3: 6,778 shares; 2023Q4: 6,711 shares; 2024Q1: 6,605 shares; 2024Q2: 6,697 shares; 2024Q3: 6,697 shares; 2024Q4: 6,697 shares; 2025Q1: 7,392 shares 7,392 $879K 0.3% +695 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 212,847 shares; 2023Q3: 202,884 shares; 2023Q4: 196,594 shares; 2024Q1: 17,310 shares; 2024Q2: 16,733 shares; 2024Q3: 16,296 shares; 2024Q4: 15,846 shares; 2025Q1: 15,859 shares 15,859 $803K 0.27% +13 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,925 shares; 2023Q3: 3,988 shares; 2023Q4: 4,286 shares; 2024Q1: 4,136 shares; 2024Q2: 4,136 shares; 2024Q3: 4,136 shares; 2024Q4: 4,121 shares; 2025Q1: 4,407 shares 4,407 $737K 0.25% +286 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,756 shares; 2023Q3: 6,756 shares; 2023Q4: 6,756 shares; 2024Q1: 6,756 shares; 2024Q2: 6,756 shares; 2024Q3: 6,756 shares; 2024Q4: 6,378 shares; 2025Q1: 6,403 shares 6,403 $712K 0.24% +25 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,571 shares; 2023Q3: 4,571 shares; 2023Q4: 4,571 shares; 2024Q1: 4,571 shares; 2024Q2: 4,571 shares; 2024Q3: 4,571 shares; 2024Q4: 4,571 shares; 2025Q1: 4,571 shares 4,571 $675K 0.23% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,702 shares; 2023Q3: 4,717 shares; 2023Q4: 4,834 shares; 2024Q1: 4,531 shares; 2024Q2: 4,531 shares; 2024Q3: 4,481 shares; 2024Q4: 4,481 shares; 2025Q1: 4,301 shares 4,301 $645K 0.22% -180 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,488 shares; 2023Q3: 7,368 shares; 2023Q4: 7,154 shares; 2024Q1: 4,012 shares; 2024Q2: 4,002 shares; 2024Q3: 4,002 shares; 2024Q4: 4,002 shares; 2025Q1: 4,120 shares 4,120 $644K 0.22% +118 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,640 shares; 2023Q3: 3,640 shares; 2023Q4: 5,796 shares; 2024Q1: 5,796 shares; 2024Q2: 5,796 shares; 2024Q3: 5,796 shares; 2024Q4: 5,796 shares; 2025Q1: 6,133 shares 6,133 $641K 0.22% +337 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; 2023Q2: 713 shares; 2023Q3: 706 shares; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares 750 $619K 0.21% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 555 shares; 2023Q3: 635 shares; 2023Q4: 660 shares; 2024Q1: 660 shares; 2024Q2: 660 shares; 2024Q3: 680 shares; 2024Q4: 650 shares; 2025Q1: 650 shares 650 $606K 0.2% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,330 shares; 2023Q3: 11,415 shares; 2023Q4: 11,090 shares; 2024Q1: 11,115 shares; 2024Q2: 11,000 shares; 2024Q3: 10,665 shares; 2024Q4: 10,665 shares; 2025Q1: 10,665 shares 10,665 $588K 0.2% 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; 2023Q2: not reported; 2023Q3: 775 shares; 2023Q4: 810 shares; 2024Q1: 743 shares; 2024Q2: 748 shares; 2024Q3: 748 shares; 2024Q4: 429 shares; 2025Q1: 577 shares 577 $546K 0.18% +148 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,265 shares; 2023Q3: 5,265 shares; 2023Q4: 5,265 shares; 2024Q1: 5,475 shares; 2024Q2: 5,475 shares; 2024Q3: 5,475 shares; 2024Q4: 6,366 shares; 2025Q1: 6,541 shares 6,541 $535K 0.18% +175 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,686 shares; 2023Q3: 21,686 shares; 2023Q4: 21,686 shares; 2024Q1: 21,686 shares; 2024Q2: 20,883 shares; 2024Q3: 20,883 shares; 2024Q4: 20,883 shares; 2025Q1: 20,883 shares 20,883 $504K 0.17% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,017 shares; 2023Q3: 2,018 shares; 2023Q4: 1,988 shares; 2024Q1: 1,955 shares; 2024Q2: 1,955 shares; 2024Q3: 1,955 shares; 2024Q4: 1,955 shares; 2025Q1: 2,052 shares 2,052 $486K 0.16% +97 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,935 shares; 2023Q3: 3,277 shares; 2023Q4: 2,657 shares; 2024Q1: 2,439 shares; 2024Q2: 2,439 shares; 2024Q3: 2,439 shares; 2024Q4: 2,079 shares; 2025Q1: 2,079 shares 2,079 $485K 0.16% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,330 shares; 2024Q1: 4,330 shares; 2024Q2: 4,330 shares; 2024Q3: 4,330 shares; 2024Q4: 4,330 shares; 2025Q1: 4,330 shares 4,330 $477K 0.16% 0 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; 2023Q2: 2,395 shares; 2023Q3: 2,320 shares; 2023Q4: 2,320 shares; 2024Q1: 2,054 shares; 2024Q2: 2,054 shares; 2024Q3: 1,929 shares; 2024Q4: 1,919 shares; 2025Q1: 2,021 shares 2,021 $468K 0.16% +102 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 66,661 shares; 2023Q3: 60,102 shares; 2023Q4: 59,327 shares; 2024Q1: 20,636 shares; 2024Q2: 19,271 shares; 2024Q3: 15,186 shares; 2024Q4: 14,351 shares; 2025Q1: 12,374 shares 12,374 $465K 0.16% -1,977 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; 2023Q2: 7,994 shares; 2023Q3: 7,894 shares; 2023Q4: 7,894 shares; 2024Q1: 7,894 shares; 2024Q2: 7,894 shares; 2024Q3: 7,894 shares; 2024Q4: 7,494 shares; 2025Q1: 7,422 shares 7,422 $458K 0.15% -72 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 575 shares; 2024Q2: 575 shares; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,160 shares 2,160 $444K 0.15% -140 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,592 shares; 2024Q1: 2,592 shares; 2024Q2: 2,592 shares; 2024Q3: 2,592 shares; 2024Q4: 2,592 shares; 2025Q1: 2,592 shares 2,592 $443K 0.15% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,169 shares; 2024Q1: 1,169 shares; 2024Q2: 1,169 shares; 2024Q3: 1,169 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares 1,169 $433K 0.15% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,734 shares; 2023Q3: 3,734 shares; 2023Q4: 3,734 shares; 2024Q1: 3,473 shares; 2024Q2: 3,473 shares; 2024Q3: 3,473 shares; 2024Q4: 3,473 shares; 2025Q1: 3,473 shares 3,473 $430K 0.14% 0 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; 2023Q2: 69,327 shares; 2023Q3: 21,476 shares; 2023Q4: 18,272 shares; 2024Q1: 15,581 shares; 2024Q2: 15,598 shares; 2024Q3: 15,973 shares; 2024Q4: 15,228 shares; 2025Q1: 14,728 shares 14,728 $406K 0.14% -500 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 884 shares; 2023Q3: 884 shares; 2023Q4: 883 shares; 2024Q1: 739 shares; 2024Q2: 739 shares; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 729 shares 729 $400K 0.13% -10 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,807 shares; 2023Q3: 3,099 shares; 2023Q4: 3,098 shares; 2024Q1: 2,883 shares; 2024Q2: 2,883 shares; 2024Q3: 2,883 shares; 2024Q4: 2,883 shares; 2025Q1: 2,883 shares 2,883 $382K 0.13% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 464 shares; 2023Q3: 1,088 shares; 2023Q4: 1,145 shares; 2024Q1: 1,056 shares; 2024Q2: 1,056 shares; 2024Q3: 1,056 shares; 2024Q4: 691 shares; 2025Q1: 707 shares 707 $370K 0.12% +16 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,779 shares; 2023Q3: 6,345 shares; 2023Q4: 5,967 shares; 2024Q1: 4,001 shares; 2024Q2: 4,001 shares; 2024Q3: 4,001 shares; 2024Q4: 3,839 shares; 2025Q1: 3,501 shares 3,501 $369K 0.12% -338 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,744 shares; 2025Q1: 1,751 shares 1,751 $367K 0.12% +7 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,762 shares; 2023Q3: 4,632 shares; 2023Q4: 4,602 shares; 2024Q1: 4,181 shares; 2024Q2: 4,181 shares; 2024Q3: 4,181 shares; 2024Q4: 3,585 shares; 2025Q1: 3,585 shares 3,585 $354K 0.12% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 760 shares; 2024Q1: 941 shares; 2024Q2: 941 shares; 2024Q3: 941 shares; 2024Q4: 941 shares; 2025Q1: 1,023 shares 1,023 $337K 0.11% +82 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,521 shares; 2025Q1: 1,831 shares 1,831 $317K 0.11% +310 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,691 shares; 2024Q1: 5,692 shares; 2024Q2: 5,859 shares; 2024Q3: 5,859 shares; 2024Q4: 5,859 shares; 2025Q1: 5,859 shares 5,859 $298K 0.1% 0 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; 2023Q2: 2,579 shares; 2023Q3: 2,580 shares; 2023Q4: 2,522 shares; 2024Q1: 2,104 shares; 2024Q2: 2,104 shares; 2024Q3: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,414 shares 2,414 $294K 0.1% +310 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; 2023Q2: 3,421 shares; 2023Q3: 3,398 shares; 2023Q4: 3,398 shares; 2024Q1: 3,198 shares; 2024Q2: 3,198 shares; 2024Q3: 3,198 shares; 2024Q4: 3,198 shares; 2025Q1: 3,198 shares 3,198 $290K 0.1% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 1,524 shares; 2023Q4: 1,524 shares; 2024Q1: 1,524 shares; 2024Q2: 1,524 shares; 2024Q3: 1,524 shares; 2024Q4: 855 shares; 2025Q1: 855 shares 855 $281K 0.09% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,292 shares; 2025Q1: 1,329 shares 1,329 $266K 0.09% +37 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 643 shares; 2023Q3: 643 shares; 2023Q4: 668 shares; 2024Q1: 566 shares; 2024Q2: 566 shares; 2024Q3: 566 shares; 2024Q4: 566 shares; 2025Q1: 566 shares 566 $266K 0.09% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,397 shares; 2023Q3: 6,662 shares; 2023Q4: 5,230 shares; 2024Q1: 5,230 shares; 2024Q2: 5,117 shares; 2024Q3: 5,117 shares; 2024Q4: 3,667 shares; 2025Q1: 3,667 shares 3,667 $263K 0.09% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,098 shares; 2023Q3: 1,098 shares; 2023Q4: 1,098 shares; 2024Q1: 1,098 shares; 2024Q2: 1,098 shares; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares 1,098 $259K 0.09% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 905 shares; 2023Q3: 905 shares; 2023Q4: 955 shares; 2024Q1: 760 shares; 2024Q2: not reported; 2024Q3: 770 shares; 2024Q4: 855 shares; 2025Q1: 824 shares 824 $257K 0.09% -31 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,343 shares; 2023Q3: 1,335 shares; 2023Q4: 1,257 shares; 2024Q1: 1,257 shares; 2024Q2: 1,257 shares; 2024Q3: 1,257 shares; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares 1,257 $251K 0.08% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,008 shares 1,008 $251K 0.08% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,653 shares; 2025Q1: 10,653 shares 10,653 $247K 0.08% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares; 2024Q1: 625 shares; 2024Q2: 625 shares; 2024Q3: 635 shares; 2024Q4: 523 shares; 2025Q1: 523 shares 523 $245K 0.08% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,077 shares 6,077 $238K 0.08% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 875 shares; 2024Q1: 875 shares; 2024Q2: 875 shares; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares 875 $238K 0.08% 0 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,922 shares 3,922 $235K 0.08% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,083 shares; 2023Q3: 2,083 shares; 2023Q4: 2,075 shares; 2024Q1: 2,075 shares; 2024Q2: 2,075 shares; 2024Q3: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares 2,075 $235K 0.08% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,677 shares; 2024Q3: 1,662 shares; 2024Q4: 1,848 shares; 2025Q1: 2,131 shares 2,131 $231K 0.08% +283 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,500 shares; 2024Q2: not reported; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares 2,500 $226K 0.08% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 4,397 shares; 2023Q4: 3,286 shares; 2024Q1: 3,061 shares; 2024Q2: 3,061 shares; 2024Q3: 2,961 shares; 2024Q4: 2,231 shares; 2025Q1: 2,287 shares 2,287 $224K 0.08% +56 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,875 shares 4,875 $213K 0.07% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,321 shares 1,321 $210K 0.07% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,487 shares 2,487 $209K 0.07% new Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,642 shares; 2024Q4: not reported; 2025Q1: 6,642 shares 6,642 $205K 0.07% new Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 11,757 shares; 2023Q4: 11,757 shares; 2024Q1: 11,757 shares; 2024Q2: 11,757 shares; 2024Q3: 11,757 shares; 2024Q4: 11,757 shares; 2025Q1: 11,757 shares 11,757 $181K 0.06% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,000 shares; 2023Q3: 10,000 shares; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000 $169K 0.06% 0 Timeline