IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 211,328 shares; 2023Q4: 198,158 shares; 2024Q1: 193,860 shares; 2024Q2: 204,949 shares; 2024Q3: 210,539 shares; 2024Q4: 217,980 shares; 2025Q1: 224,619 shares; 2025Q2: 211,899 shares 211,899 $132M 46.3% -12,720 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,669 shares; 2023Q4: 13,112 shares; 2024Q1: 283,181 shares; 2024Q2: 305,816 shares; 2024Q3: 319,628 shares; 2024Q4: 342,560 shares; 2025Q1: 353,007 shares; 2025Q2: 349,143 shares 349,143 $21.7M 7.62% -3,864 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 343,018 shares; 2023Q4: 329,215 shares; 2024Q1: 197,133 shares; 2024Q2: 211,928 shares; 2024Q3: 216,464 shares; 2024Q4: 221,435 shares; 2025Q1: 228,761 shares; 2025Q2: 164,095 shares 164,095 $17.9M 6.31% -64,666 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; 2023Q3: 43,615 shares; 2023Q4: 38,545 shares; 2024Q1: 35,147 shares; 2024Q2: 38,938 shares; 2024Q3: 47,565 shares; 2024Q4: 47,855 shares; 2025Q1: 66,729 shares; 2025Q2: 67,560 shares 67,560 $10.8M 3.79% +831 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,089 shares; 2023Q4: 21,585 shares; 2024Q1: 23,168 shares; 2024Q2: 23,205 shares; 2024Q3: 23,078 shares; 2024Q4: 23,153 shares; 2025Q1: 21,946 shares; 2025Q2: 22,278 shares 22,278 $4.57M 1.61% +332 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,481 shares; 2023Q4: 9,013 shares; 2024Q1: 8,688 shares; 2024Q2: 9,190 shares; 2024Q3: 8,095 shares; 2024Q4: 8,100 shares; 2025Q1: 8,099 shares; 2025Q2: 8,105 shares 8,105 $3.44M 1.21% +6 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,370 shares; 2023Q4: 6,442 shares; 2024Q1: 6,315 shares; 2024Q2: 6,289 shares; 2024Q3: 6,603 shares; 2024Q4: 6,706 shares; 2025Q1: 6,291 shares; 2025Q2: 6,911 shares 6,911 $3.44M 1.21% +620 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,690 shares; 2024Q3: 1,663 shares; 2024Q4: 2,572 shares; 2025Q1: 4,183 shares; 2025Q2: 16,319 shares 16,319 $2.58M 0.91% +12,136 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; 2023Q3: 1,347 shares; 2023Q4: 1,481 shares; 2024Q1: 1,627 shares; 2024Q2: 2,102 shares; 2024Q3: 3,385 shares; 2024Q4: 7,968 shares; 2025Q1: 7,832 shares; 2025Q2: 7,883 shares 7,883 $2.4M 0.84% +51 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,880 shares; 2023Q4: 4,048 shares; 2024Q1: 4,099 shares; 2024Q2: 5,948 shares; 2024Q3: 5,831 shares; 2024Q4: 4,783 shares; 2025Q1: 4,811 shares; 2025Q2: 8,853 shares 8,853 $2.28M 0.8% +4,042 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,567 shares; 2023Q4: 3,565 shares; 2024Q1: 2,800 shares; 2024Q2: 2,806 shares; 2024Q3: 37,341 shares; 2024Q4: 20,422 shares; 2025Q1: 20,434 shares; 2025Q2: 20,446 shares 20,446 $1.88M 0.66% +12 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,623 shares 24,623 $1.79M 0.63% 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; 2023Q3: 3,636 shares; 2023Q4: 3,578 shares; 2024Q1: 3,213 shares; 2024Q2: 3,123 shares; 2024Q3: 2,997 shares; 2024Q4: 3,049 shares; 2025Q1: 3,057 shares; 2025Q2: 3,106 shares 3,106 $1.76M 0.62% +49 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 72,401 shares; 2023Q4: 75,314 shares; 2024Q1: 77,963 shares; 2024Q2: 78,625 shares; 2024Q3: 14,424 shares; 2024Q4: 12,744 shares; 2025Q1: 24,598 shares; 2025Q2: 25,891 shares 25,891 $1.64M 0.58% +1,293 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; 2023Q3: 5,227 shares; 2023Q4: 5,238 shares; 2024Q1: 5,225 shares; 2024Q2: 5,237 shares; 2024Q3: 5,306 shares; 2024Q4: 5,178 shares; 2025Q1: 4,832 shares; 2025Q2: 5,567 shares 5,567 $1.61M 0.57% +735 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,629 shares; 2023Q4: 4,722 shares; 2024Q1: 5,042 shares; 2024Q2: 5,229 shares; 2024Q3: 4,950 shares; 2024Q4: 4,831 shares; 2025Q1: 7,522 shares; 2025Q2: 8,207 shares 8,207 $1.5M 0.53% +685 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,174 shares 4,174 $1.49M 0.52% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,403 shares; 2024Q1: 1,568 shares; 2024Q2: 1,681 shares; 2024Q3: 1,573 shares; 2024Q4: 1,575 shares; 2025Q1: 5,759 shares; 2025Q2: 6,768 shares 6,768 $1.39M 0.49% +1,009 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; 2023Q3: 1,488 shares; 2023Q4: 1,608 shares; 2024Q1: 1,563 shares; 2024Q2: 1,565 shares; 2024Q3: 2,097 shares; 2024Q4: 2,103 shares; 2025Q1: 2,110 shares; 2025Q2: 2,106 shares 2,106 $1.3M 0.46% -4 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,802 shares; 2023Q4: 23,580 shares; 2024Q1: 31,124 shares; 2024Q2: 34,957 shares; 2024Q3: 37,429 shares; 2024Q4: 39,937 shares; 2025Q1: 44,683 shares; 2025Q2: 42,838 shares 42,838 $1.25M 0.44% -1,845 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 566 shares; 2023Q4: 585 shares; 2024Q1: 587 shares; 2024Q2: 581 shares; 2024Q3: 5,588 shares; 2024Q4: 4,978 shares; 2025Q1: 4,092 shares; 2025Q2: 4,463 shares 4,463 $1.23M 0.43% +371 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,490 shares; 2024Q3: 2,490 shares; 2024Q4: 2,490 shares; 2025Q1: 2,470 shares; 2025Q2: 2,558 shares 2,558 $1.18M 0.42% +88 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,050 shares; 2023Q4: 3,987 shares; 2024Q1: 3,462 shares; 2024Q2: 3,937 shares; 2024Q3: 6,836 shares; 2024Q4: 9,245 shares; 2025Q1: 10,013 shares; 2025Q2: 11,230 shares 11,230 $1.11M 0.39% +1,217 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; 2023Q3: not reported; 2023Q4: 811 shares; 2024Q1: 1,073 shares; 2024Q2: 1,145 shares; 2024Q3: 1,026 shares; 2024Q4: 1,026 shares; 2025Q1: 2,159 shares; 2025Q2: 2,519 shares 2,519 $1.1M 0.39% +360 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,478 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,995 shares; 2024Q4: 5,011 shares; 2025Q1: 5,022 shares; 2025Q2: 5,053 shares 5,053 $1.09M 0.38% +31 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 74,690 shares; 2024Q1: 74,690 shares; 2024Q2: 74,690 shares; 2024Q3: 74,690 shares; 2024Q4: 74,893 shares; 2025Q1: 74,896 shares; 2025Q2: 74,899 shares 74,899 $1.09M 0.38% +3 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,953 shares 24,953 $1.06M 0.37% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,678 shares; 2023Q4: 4,952 shares; 2024Q1: 6,483 shares; 2024Q2: 6,419 shares; 2024Q3: 7,088 shares; 2024Q4: 7,178 shares; 2025Q1: 6,901 shares; 2025Q2: 6,878 shares 6,878 $1.05M 0.37% -23 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 41,866 shares; 2023Q4: 33,536 shares; 2024Q1: 32,454 shares; 2024Q2: 32,748 shares; 2024Q3: 32,867 shares; 2024Q4: 38,231 shares; 2025Q1: 36,544 shares; 2025Q2: 35,308 shares 35,308 $1.03M 0.36% -1,236 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,463 shares; 2023Q4: 4,468 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,374 shares 20,374 $999K 0.35% new Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,487 shares; 2023Q4: 36,143 shares; 2024Q1: 37,915 shares; 2024Q2: 43,605 shares; 2024Q3: 41,635 shares; 2024Q4: 39,737 shares; 2025Q1: 39,544 shares; 2025Q2: 39,551 shares 39,551 $996K 0.35% +7 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; 2023Q3: 1,684 shares; 2023Q4: 1,683 shares; 2024Q1: 2,630 shares; 2024Q2: 2,645 shares; 2024Q3: 2,619 shares; 2024Q4: 2,574 shares; 2025Q1: 2,483 shares; 2025Q2: 2,695 shares 2,695 $988K 0.35% +212 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,993 shares; 2023Q4: 8,923 shares; 2024Q1: 8,485 shares; 2024Q2: 8,570 shares; 2024Q3: 8,561 shares; 2024Q4: 8,554 shares; 2025Q1: 8,963 shares; 2025Q2: 8,260 shares 8,260 $984K 0.35% -703 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 39,564 shares; 2024Q2: 45,782 shares; 2024Q3: 43,609 shares; 2024Q4: 40,501 shares; 2025Q1: 40,149 shares; 2025Q2: 40,147 shares 40,147 $974K 0.34% -2 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 34,683 shares; 2023Q4: 35,375 shares; 2024Q1: 39,433 shares; 2024Q2: 45,428 shares; 2024Q3: 43,322 shares; 2024Q4: 40,379 shares; 2025Q1: 40,063 shares; 2025Q2: 40,092 shares 40,092 $972K 0.34% +29 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 38,079 shares; 2025Q1: 37,725 shares; 2025Q2: 37,725 shares 37,725 $959K 0.34% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,375 shares; 2024Q3: 1,426 shares; 2024Q4: 1,432 shares; 2025Q1: 1,433 shares; 2025Q2: 1,810 shares 1,810 $958K 0.34% +377 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,536 shares; 2023Q4: 21,536 shares; 2024Q1: 20,136 shares; 2024Q2: 28,776 shares; 2024Q3: 28,776 shares; 2024Q4: 28,776 shares; 2025Q1: 28,776 shares; 2025Q2: 28,776 shares 28,776 $939K 0.33% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,915 shares; 2024Q2: 10,982 shares; 2024Q3: 11,559 shares; 2024Q4: 20,358 shares; 2025Q1: 19,174 shares; 2025Q2: 19,672 shares 19,672 $926K 0.33% +498 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 417 shares; 2023Q4: 417 shares; 2024Q1: 418 shares; 2024Q2: 418 shares; 2024Q3: 3,878 shares; 2024Q4: 3,884 shares; 2025Q1: 4,042 shares; 2025Q2: 4,140 shares 4,140 $923K 0.32% +98 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,619 shares; 2025Q2: 5,129 shares 5,129 $907K 0.32% +1,510 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,023 shares; 2023Q4: 2,948 shares; 2024Q1: 2,954 shares; 2024Q2: 5,753 shares; 2024Q3: 5,777 shares; 2024Q4: 5,790 shares; 2025Q1: 5,794 shares; 2025Q2: 6,005 shares 6,005 $877K 0.31% +211 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,040 shares 4,040 $866K 0.3% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,773 shares; 2023Q4: 11,877 shares; 2024Q1: 10,850 shares; 2024Q2: 11,023 shares; 2024Q3: 10,857 shares; 2024Q4: 11,051 shares; 2025Q1: 11,001 shares; 2025Q2: 10,924 shares 10,924 $845K 0.3% -77 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,496 shares; 2023Q4: 9,290 shares; 2024Q1: 8,768 shares; 2024Q2: 8,867 shares; 2024Q3: 8,850 shares; 2024Q4: 8,844 shares; 2025Q1: 9,051 shares; 2025Q2: 8,699 shares 8,699 $833K 0.29% -352 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,293 shares; 2023Q4: 6,918 shares; 2024Q1: 8,256 shares; 2024Q2: 8,681 shares; 2024Q3: 8,701 shares; 2024Q4: 8,017 shares; 2025Q1: 9,766 shares; 2025Q2: 7,429 shares 7,429 $832K 0.29% -2,337 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; 2023Q3: 2,011 shares; 2023Q4: 2,016 shares; 2024Q1: 2,087 shares; 2024Q2: 2,187 shares; 2024Q3: 1,866 shares; 2024Q4: 1,841 shares; 2025Q1: 1,668 shares; 2025Q2: 1,665 shares 1,665 $809K 0.28% -3 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,383 shares; 2023Q4: 6,129 shares; 2024Q1: 5,280 shares; 2024Q2: 5,173 shares; 2024Q3: 5,198 shares; 2024Q4: 5,232 shares; 2025Q1: 4,351 shares; 2025Q2: 4,558 shares 4,558 $803K 0.28% +207 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; 2023Q3: 8,727 shares; 2023Q4: 7,233 shares; 2024Q1: 6,427 shares; 2024Q2: 6,976 shares; 2024Q3: 15,589 shares; 2024Q4: 15,368 shares; 2025Q1: 15,319 shares; 2025Q2: 16,005 shares 16,005 $792K 0.28% +686 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,466 shares 14,466 $787K 0.28% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,548 shares; 2023Q4: 6,089 shares; 2024Q1: 4,360 shares; 2024Q2: 4,563 shares; 2024Q3: 8,675 shares; 2024Q4: 8,815 shares; 2025Q1: 8,815 shares; 2025Q2: 8,672 shares 8,672 $775K 0.27% -143 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,712 shares; 2023Q4: 2,723 shares; 2024Q1: 10,355 shares; 2024Q2: 9,782 shares; 2024Q3: 9,543 shares; 2024Q4: 9,275 shares; 2025Q1: 7,342 shares; 2025Q2: 7,718 shares 7,718 $755K 0.27% +376 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,636 shares; 2023Q4: 3,650 shares; 2024Q1: 3,846 shares; 2024Q2: 3,854 shares; 2024Q3: 3,995 shares; 2024Q4: 3,883 shares; 2025Q1: 3,842 shares; 2025Q2: 3,989 shares 3,989 $740K 0.26% +147 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; 2023Q3: 9,571 shares; 2023Q4: 10,019 shares; 2024Q1: 10,035 shares; 2024Q2: 12,766 shares; 2024Q3: 12,075 shares; 2024Q4: 27,529 shares; 2025Q1: 27,589 shares; 2025Q2: 30,207 shares 30,207 $720K 0.25% +2,618 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,904 shares; 2023Q4: 4,235 shares; 2024Q1: 3,637 shares; 2024Q2: 3,711 shares; 2024Q3: 3,535 shares; 2024Q4: 3,521 shares; 2025Q1: 3,519 shares; 2025Q2: 3,533 shares 3,533 $686K 0.24% +14 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,885 shares; 2024Q1: 3,304 shares; 2024Q2: 3,309 shares; 2024Q3: 3,281 shares; 2024Q4: 2,980 shares; 2025Q1: 6,139 shares; 2025Q2: 7,301 shares 7,301 $685K 0.24% +1,162 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,548 shares; 2023Q4: 14,395 shares; 2024Q1: 6,155 shares; 2024Q2: 5,920 shares; 2024Q3: 11,284 shares; 2024Q4: 11,283 shares; 2025Q1: 10,141 shares; 2025Q2: 13,770 shares 13,770 $664K 0.23% +3,629 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,174 shares; 2023Q4: 3,192 shares; 2024Q1: 3,110 shares; 2024Q2: 4,473 shares; 2024Q3: 4,310 shares; 2024Q4: 4,159 shares; 2025Q1: 4,174 shares; 2025Q2: 4,544 shares 4,544 $651K 0.23% +370 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,649 shares; 2025Q2: 10,619 shares 10,619 $649K 0.23% +1,970 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,800 shares; 2024Q2: 8,200 shares; 2024Q3: 8,106 shares; 2024Q4: 7,038 shares; 2025Q1: 11,092 shares; 2025Q2: 10,553 shares 10,553 $633K 0.22% -539 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,365 shares; 2025Q1: 11,642 shares; 2025Q2: 12,438 shares 12,438 $632K 0.22% +796 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; 2023Q3: 8,285 shares; 2023Q4: 7,906 shares; 2024Q1: 7,418 shares; 2024Q2: 7,397 shares; 2024Q3: 10,160 shares; 2024Q4: 10,522 shares; 2025Q1: 10,569 shares; 2025Q2: 10,581 shares 10,581 $603K 0.21% +12 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 31,004 shares; 2024Q3: 31,988 shares; 2024Q4: 32,172 shares; 2025Q1: 32,706 shares; 2025Q2: 32,900 shares 32,900 $596K 0.21% +194 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 618 shares; 2024Q3: 699 shares; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 791 shares 791 $584K 0.21% +17 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,760 shares; 2024Q1: 2,457 shares; 2024Q2: 2,307 shares; 2024Q3: 2,335 shares; 2024Q4: 2,414 shares; 2025Q1: 3,519 shares; 2025Q2: 3,290 shares 3,290 $584K 0.21% -229 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,447 shares; 2023Q4: 4,447 shares; 2024Q1: 4,594 shares; 2024Q2: 4,583 shares; 2024Q3: 4,525 shares; 2024Q4: 4,521 shares; 2025Q1: 3,988 shares; 2025Q2: 4,246 shares 4,246 $577K 0.2% +258 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,514 shares; 2025Q2: 8,720 shares 8,720 $571K 0.2% +1,206 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,626 shares 7,626 $564K 0.2% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,614 shares; 2023Q4: 5,074 shares; 2024Q1: 4,074 shares; 2024Q2: 5,896 shares; 2024Q3: 12,284 shares; 2024Q4: 10,612 shares; 2025Q1: 10,642 shares; 2025Q2: 8,260 shares 8,260 $555K 0.2% -2,382 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,047 shares; 2024Q2: 5,424 shares; 2024Q3: 5,077 shares; 2024Q4: 5,081 shares; 2025Q1: 10,653 shares; 2025Q2: 12,738 shares 12,738 $550K 0.19% +2,085 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; 2023Q3: not reported; 2023Q4: 5,463 shares; 2024Q1: 5,463 shares; 2024Q2: 6,400 shares; 2024Q3: 12,184 shares; 2024Q4: 24,093 shares; 2025Q1: 24,203 shares; 2025Q2: 24,859 shares 24,859 $549K 0.19% +656 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; 2023Q3: 4,156 shares; 2023Q4: 4,055 shares; 2024Q1: 4,062 shares; 2024Q2: 4,433 shares; 2024Q3: 4,447 shares; 2024Q4: 4,374 shares; 2025Q1: 4,645 shares; 2025Q2: 4,989 shares 4,989 $538K 0.19% +344 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; 2023Q3: 2,173 shares; 2023Q4: 2,137 shares; 2024Q1: 1,706 shares; 2024Q2: 1,708 shares; 2024Q3: 1,625 shares; 2024Q4: 1,499 shares; 2025Q1: 1,235 shares; 2025Q2: 1,229 shares 1,229 $538K 0.19% -6 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 956 shares; 2023Q4: 1,063 shares; 2024Q1: 1,061 shares; 2024Q2: 1,061 shares; 2024Q3: 1,268 shares; 2024Q4: 1,318 shares; 2025Q1: 1,267 shares; 2025Q2: 1,511 shares 1,511 $537K 0.19% +244 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; 2023Q3: 1,474 shares; 2023Q4: 1,477 shares; 2024Q1: 1,480 shares; 2024Q2: 1,509 shares; 2024Q3: 1,583 shares; 2024Q4: 1,548 shares; 2025Q1: 1,551 shares; 2025Q2: 1,731 shares 1,731 $510K 0.18% +180 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,096 shares; 2024Q2: 12,533 shares; 2024Q3: 13,475 shares; 2024Q4: 13,204 shares; 2025Q1: 19,757 shares; 2025Q2: 20,416 shares 20,416 $508K 0.18% +659 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; 2023Q3: 10,170 shares; 2023Q4: 10,204 shares; 2024Q1: 10,442 shares; 2024Q2: 10,412 shares; 2024Q3: 10,555 shares; 2024Q4: 21,116 shares; 2025Q1: 16,784 shares; 2025Q2: 17,257 shares 17,257 $494K 0.17% +473 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; 2023Q3: 3,854 shares; 2023Q4: 4,328 shares; 2024Q1: 4,006 shares; 2024Q2: 3,924 shares; 2024Q3: 3,885 shares; 2024Q4: 3,535 shares; 2025Q1: 3,664 shares; 2025Q2: 4,056 shares 4,056 $479K 0.17% +392 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; 2023Q3: 4,107 shares; 2023Q4: 4,323 shares; 2024Q1: 4,354 shares; 2024Q2: 4,354 shares; 2024Q3: 4,140 shares; 2024Q4: 4,101 shares; 2025Q1: 3,539 shares; 2025Q2: 3,770 shares 3,770 $466K 0.16% +231 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; 2023Q3: 3,906 shares; 2023Q4: 3,932 shares; 2024Q1: 4,097 shares; 2024Q2: 4,101 shares; 2024Q3: 6,433 shares; 2024Q4: 6,438 shares; 2025Q1: 5,511 shares; 2025Q2: 5,812 shares 5,812 $460K 0.16% +301 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,908 shares; 2025Q1: 2,740 shares; 2025Q2: 2,508 shares 2,508 $456K 0.16% -232 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; 2023Q3: 1,578 shares; 2023Q4: 1,586 shares; 2024Q1: 1,592 shares; 2024Q2: 1,599 shares; 2024Q3: 1,604 shares; 2024Q4: 1,725 shares; 2025Q1: 1,727 shares; 2025Q2: 1,764 shares 1,764 $452K 0.16% +37 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; 2023Q3: 6,870 shares; 2023Q4: 5,961 shares; 2024Q1: 5,240 shares; 2024Q2: 5,250 shares; 2024Q3: 4,860 shares; 2024Q4: 4,939 shares; 2025Q1: 4,940 shares; 2025Q2: 5,007 shares 5,007 $446K 0.16% +67 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,326 shares; 2023Q4: 1,454 shares; 2024Q1: 1,452 shares; 2024Q2: 1,452 shares; 2024Q3: 1,457 shares; 2024Q4: 1,481 shares; 2025Q1: 1,379 shares; 2025Q2: 1,537 shares 1,537 $429K 0.15% +158 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; 2023Q3: 9,513 shares; 2023Q4: 9,576 shares; 2024Q1: 11,121 shares; 2024Q2: 10,805 shares; 2024Q3: 10,290 shares; 2024Q4: 10,279 shares; 2025Q1: 9,044 shares; 2025Q2: 9,656 shares 9,656 $418K 0.15% +612 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,430 shares; 2023Q4: 21,430 shares; 2024Q1: 21,430 shares; 2024Q2: 20,627 shares; 2024Q3: 20,627 shares; 2024Q4: 20,627 shares; 2025Q1: 20,627 shares; 2025Q2: 20,627 shares 20,627 $414K 0.15% 0 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; 2023Q3: 2,976 shares; 2023Q4: 2,714 shares; 2024Q1: 1,838 shares; 2024Q2: 1,829 shares; 2024Q3: 1,731 shares; 2024Q4: 1,738 shares; 2025Q1: 1,742 shares; 2025Q2: 1,742 shares 1,742 $413K 0.15% 0 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; 2023Q3: 11,753 shares; 2023Q4: 11,992 shares; 2024Q1: 12,381 shares; 2024Q2: 12,387 shares; 2024Q3: 11,999 shares; 2024Q4: 11,114 shares; 2025Q1: 6,102 shares; 2025Q2: 6,573 shares 6,573 $413K 0.15% +471 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,499 shares 11,499 $407K 0.14% new Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,295 shares; 2023Q4: 11,548 shares; 2024Q1: 15,630 shares; 2024Q2: 18,688 shares; 2024Q3: 18,688 shares; 2024Q4: 15,160 shares; 2025Q1: 15,160 shares; 2025Q2: 15,160 shares 15,160 $406K 0.14% 0 CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,522 shares; 2024Q3: 5,532 shares; 2024Q4: 5,534 shares; 2025Q1: 5,537 shares; 2025Q2: 5,540 shares 5,540 $405K 0.14% +3 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,860 shares; 2023Q4: 9,446 shares; 2024Q1: 13,368 shares; 2024Q2: 12,176 shares; 2024Q3: 12,752 shares; 2024Q4: 13,058 shares; 2025Q1: 13,183 shares; 2025Q2: 3,860 shares 3,860 $403K 0.14% -9,323 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,113 shares; 2024Q4: 4,115 shares; 2025Q1: 4,420 shares; 2025Q2: 4,420 shares 4,420 $402K 0.14% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,345 shares; 2023Q4: 3,307 shares; 2024Q1: 3,251 shares; 2024Q2: 3,237 shares; 2024Q3: 3,148 shares; 2024Q4: 3,248 shares; 2025Q1: 2,672 shares; 2025Q2: 2,489 shares 2,489 $396K 0.14% -183 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; 2023Q3: 3,047 shares; 2023Q4: 3,461 shares; 2024Q1: 3,200 shares; 2024Q2: 3,200 shares; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,071 shares 3,071 $390K 0.14% -129 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; 2023Q3: 4,797 shares; 2023Q4: 4,596 shares; 2024Q1: 4,600 shares; 2024Q2: 4,604 shares; 2024Q3: 4,609 shares; 2024Q4: 4,613 shares; 2025Q1: 4,602 shares; 2025Q2: 5,563 shares 5,563 $386K 0.14% +961 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,002 shares; 2023Q4: 2,964 shares; 2024Q1: 3,016 shares; 2024Q2: 3,014 shares; 2024Q3: 3,014 shares; 2024Q4: 2,948 shares; 2025Q1: 2,895 shares; 2025Q2: 2,870 shares 2,870 $379K 0.13% -25 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,163 shares; 2024Q2: 1,265 shares; 2024Q3: 1,417 shares; 2024Q4: 1,501 shares; 2025Q1: 1,632 shares; 2025Q2: 1,707 shares 1,707 $374K 0.13% +75 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; 2023Q3: 1,501 shares; 2023Q4: 1,503 shares; 2024Q1: 1,496 shares; 2024Q2: 1,497 shares; 2024Q3: 1,458 shares; 2024Q4: 1,440 shares; 2025Q1: 1,197 shares; 2025Q2: 1,196 shares 1,196 $369K 0.13% -1 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,315 shares 4,315 $360K 0.13% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,754 shares; 2024Q2: 1,754 shares; 2024Q3: 2,035 shares; 2024Q4: 2,139 shares; 2025Q1: 2,288 shares; 2025Q2: 2,377 shares 2,377 $354K 0.12% +89 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; 2023Q3: 1,492 shares; 2023Q4: 1,420 shares; 2024Q1: 1,380 shares; 2024Q2: 1,381 shares; 2024Q3: 1,302 shares; 2024Q4: 1,139 shares; 2025Q1: 923 shares; 2025Q2: 1,419 shares 1,419 $351K 0.12% +496 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 901 shares; 2023Q4: 901 shares; 2024Q1: 901 shares; 2024Q2: 901 shares; 2024Q3: 901 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 901 shares 901 $350K 0.12% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,293 shares; 2023Q4: 5,099 shares; 2024Q1: 5,352 shares; 2024Q2: 7,456 shares; 2024Q3: 7,076 shares; 2024Q4: 7,161 shares; 2025Q1: 7,213 shares; 2025Q2: 7,277 shares 7,277 $337K 0.12% +64 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,479 shares; 2023Q4: 2,526 shares; 2024Q1: 2,487 shares; 2024Q2: 2,500 shares; 2024Q3: 2,514 shares; 2024Q4: 2,595 shares; 2025Q1: 2,650 shares; 2025Q2: 2,667 shares 2,667 $337K 0.12% +17 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 610 shares; 2024Q3: 605 shares; 2024Q4: 1,371 shares; 2025Q1: 1,588 shares; 2025Q2: 1,616 shares 1,616 $331K 0.12% +28 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; 2023Q3: not reported; 2023Q4: 4,677 shares; 2024Q1: 4,701 shares; 2024Q2: 4,704 shares; 2024Q3: 4,146 shares; 2024Q4: 4,123 shares; 2025Q1: 3,912 shares; 2025Q2: 4,609 shares 4,609 $320K 0.11% +697 Timeline SPLV 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; 2023Q3: 7,056 shares; 2023Q4: 5,942 shares; 2024Q1: 4,256 shares; 2024Q2: 4,275 shares; 2024Q3: 4,292 shares; 2024Q4: 4,307 shares; 2025Q1: 4,323 shares; 2025Q2: 4,342 shares 4,342 $316K 0.11% +19 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,203 shares; 2023Q4: not reported; 2024Q1: 14,812 shares; 2024Q2: 36,196 shares; 2024Q3: 31,991 shares; 2024Q4: 27,262 shares; 2025Q1: 27,604 shares; 2025Q2: 27,969 shares 27,969 $316K 0.11% +365 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 5,311 shares; 2024Q1: 6,576 shares; 2024Q2: 6,586 shares; 2024Q3: 6,595 shares; 2024Q4: 6,804 shares; 2025Q1: 6,797 shares; 2025Q2: 6,374 shares 6,374 $288K 0.1% -423 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,150 shares; 2024Q4: 2,153 shares; 2025Q1: 2,166 shares; 2025Q2: 2,574 shares 2,574 $283K 0.1% +408 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares 495 $280K 0.1% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,763 shares; 2024Q3: 2,765 shares; 2024Q4: 2,766 shares; 2025Q1: 2,768 shares; 2025Q2: 2,770 shares 2,770 $274K 0.1% +2 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,069 shares; 2025Q2: 2,256 shares 2,256 $274K 0.1% +187 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; 2023Q3: not reported; 2023Q4: 7,272 shares; 2024Q1: 7,284 shares; 2024Q2: 7,065 shares; 2024Q3: 6,769 shares; 2024Q4: 6,691 shares; 2025Q1: 5,603 shares; 2025Q2: 6,097 shares 6,097 $273K 0.1% +494 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,321 shares; 2023Q4: 2,316 shares; 2024Q1: 2,332 shares; 2024Q2: 2,332 shares; 2024Q3: 2,232 shares; 2024Q4: 2,219 shares; 2025Q1: 1,453 shares; 2025Q2: 1,560 shares 1,560 $269K 0.09% +107 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 732 shares; 2024Q2: not reported; 2024Q3: 739 shares; 2024Q4: 743 shares; 2025Q1: 747 shares; 2025Q2: 906 shares 906 $265K 0.09% +159 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,357 shares 1,357 $262K 0.09% new 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; 2023Q3: 1,732 shares; 2023Q4: 1,983 shares; 2024Q1: 2,079 shares; 2024Q2: 2,081 shares; 2024Q3: 2,061 shares; 2024Q4: 2,059 shares; 2025Q1: 1,980 shares; 2025Q2: 2,164 shares 2,164 $259K 0.09% +184 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,090 shares; 2024Q2: 1,090 shares; 2024Q3: 1,080 shares; 2024Q4: 1,079 shares; 2025Q1: 914 shares; 2025Q2: 916 shares 916 $259K 0.09% +2 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; 2023Q3: 564 shares; 2023Q4: 615 shares; 2024Q1: 631 shares; 2024Q2: 631 shares; 2024Q3: 604 shares; 2024Q4: 601 shares; 2025Q1: 497 shares; 2025Q2: 507 shares 507 $253K 0.09% +10 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 469 shares; 2024Q2: 469 shares; 2024Q3: 469 shares; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 474 shares 474 $253K 0.09% +5 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,241 shares; 2025Q2: 5,351 shares 5,351 $247K 0.09% +110 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares 307 $246K 0.09% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,886 shares 9,886 $241K 0.08% new 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; 2023Q3: 8,762 shares; 2023Q4: 8,950 shares; 2024Q1: 8,962 shares; 2024Q2: 8,148 shares; 2024Q3: 8,101 shares; 2024Q4: 7,931 shares; 2025Q1: 6,954 shares; 2025Q2: 6,741 shares 6,741 $241K 0.08% -213 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,207 shares; 2024Q4: 1,210 shares; 2025Q1: 1,215 shares; 2025Q2: 1,290 shares 1,290 $240K 0.08% +75 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 693 shares; 2024Q3: 695 shares; 2024Q4: 701 shares; 2025Q1: 679 shares; 2025Q2: 696 shares 696 $236K 0.08% +17 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 3,186 shares; 2024Q1: not reported; 2024Q2: 2,693 shares; 2024Q3: 2,696 shares; 2024Q4: 2,542 shares; 2025Q1: 2,544 shares; 2025Q2: 2,546 shares 2,546 $234K 0.08% +2 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,081 shares; 2024Q4: not reported; 2025Q1: 3,231 shares; 2025Q2: 3,237 shares 3,237 $232K 0.08% +6 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,532 shares; 2024Q3: 5,493 shares; 2024Q4: 5,506 shares; 2025Q1: 5,520 shares; 2025Q2: 5,537 shares 5,537 $228K 0.08% +17 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,642 shares; 2024Q4: not reported; 2025Q1: 6,642 shares; 2025Q2: 6,642 shares 6,642 $227K 0.08% 0 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,614 shares; 2024Q4: 5,630 shares; 2025Q1: 5,647 shares; 2025Q2: 5,660 shares 5,660 $227K 0.08% +13 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 24,975 shares; 2024Q3: 25,279 shares; 2024Q4: 25,446 shares; 2025Q1: 25,617 shares; 2025Q2: 25,790 shares 25,790 $226K 0.08% +173 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares 8,000 $225K 0.08% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,726 shares 2,726 $225K 0.08% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 224 shares 224 $221K 0.08% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,887 shares; 2023Q4: 4,339 shares; 2024Q1: not reported; 2024Q2: 3,816 shares; 2024Q3: 3,850 shares; 2024Q4: 3,570 shares; 2025Q1: 3,585 shares; 2025Q2: 3,886 shares 3,886 $220K 0.08% +301 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,531 shares; 2023Q4: 3,623 shares; 2024Q1: 3,709 shares; 2024Q2: 3,710 shares; 2024Q3: 3,637 shares; 2024Q4: 3,629 shares; 2025Q1: 3,033 shares; 2025Q2: 3,112 shares 3,112 $219K 0.08% +79 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 8,013 shares; 2024Q1: 8,946 shares; 2024Q2: 12,687 shares; 2024Q3: 12,687 shares; 2024Q4: 8,454 shares; 2025Q1: 8,453 shares; 2025Q2: 8,453 shares 8,453 $217K 0.08% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,995 shares; 2024Q4: 8,544 shares; 2025Q1: 8,544 shares; 2025Q2: 8,544 shares 8,544 $217K 0.08% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,911 shares; 2023Q4: 4,981 shares; 2024Q1: 1,963 shares; 2024Q2: 2,423 shares; 2024Q3: 2,363 shares; 2024Q4: 2,148 shares; 2025Q1: 2,023 shares; 2025Q2: 2,034 shares 2,034 $216K 0.08% +11 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,465 shares 7,465 $216K 0.08% new 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; 2023Q3: 595 shares; 2023Q4: 596 shares; 2024Q1: 611 shares; 2024Q2: 611 shares; 2024Q3: 601 shares; 2024Q4: 583 shares; 2025Q1: 486 shares; 2025Q2: 524 shares 524 $212K 0.07% +38 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,237 shares 5,237 $212K 0.07% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,451 shares; 2023Q4: 4,505 shares; 2024Q1: 4,531 shares; 2024Q2: 4,576 shares; 2024Q3: 4,623 shares; 2024Q4: 4,688 shares; 2025Q1: 5,080 shares; 2025Q2: 3,954 shares 3,954 $209K 0.07% -1,126 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,156 shares; 2025Q2: 22,522 shares 22,522 $207K 0.07% +2,366 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,976 shares; 2025Q2: 10,076 shares 10,076 $206K 0.07% +100 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,127 shares 1,127 $205K 0.07% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,486 shares 1,486 $202K 0.07% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 509 shares 509 $201K 0.07% new Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 29,310 shares; 2024Q3: 29,310 shares; 2024Q4: not reported; 2025Q1: 41,590 shares; 2025Q2: 41,590 shares 41,590 $86.1K 0.03% 0 Timeline