VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 63,241 shares; 2025Q1: 67,389 shares; 2025Q2: 71,290 shares; 2025Q3: 73,095 shares; 2025Q4: 81,093 shares; 2026Q1: 86,739 shares; 2026Q2: 89,416 shares 89,416 $61.4M 35.68% +2,677 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,553 shares; 2025Q1: 11,282 shares; 2025Q2: 11,015 shares; 2025Q3: 10,397 shares; 2025Q4: 10,746 shares; 2026Q1: 12,391 shares; 2026Q2: 11,941 shares 11,941 $8.94M 5.19% -450 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,816 shares; 2025Q1: 56,576 shares; 2025Q2: 126,935 shares; 2025Q3: 141,464 shares; 2025Q4: 144,392 shares; 2026Q1: 150,042 shares; 2026Q2: 162,456 shares 162,456 $8.05M 4.68% +12,414 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,434 shares; 2025Q1: 4,806 shares; 2025Q2: 5,672 shares; 2025Q3: 5,999 shares; 2025Q4: 6,087 shares; 2026Q1: 6,905 shares; 2026Q2: 58,592 shares 58,592 $7M 4.07% +51,687 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 112,937 shares; 2025Q1: 109,855 shares; 2025Q2: 97,411 shares; 2025Q3: 91,349 shares; 2025Q4: 87,399 shares; 2026Q1: 87,036 shares; 2026Q2: 79,244 shares 79,244 $6.49M 3.77% -7,792 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,586 shares; 2025Q1: 8,576 shares; 2025Q2: 7,157 shares; 2025Q3: 7,576 shares; 2025Q4: 7,890 shares; 2026Q1: 8,180 shares; 2026Q2: 8,220 shares 8,220 $6.05M 3.52% +40 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,156 shares; 2025Q1: 16,224 shares; 2025Q2: 14,964 shares; 2025Q3: 14,467 shares; 2025Q4: 13,993 shares; 2026Q1: 14,691 shares; 2026Q2: 55,003 shares 55,003 $4.43M 2.57% +40,312 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 72,124 shares; 2025Q1: 70,157 shares; 2025Q2: 65,337 shares; 2025Q3: 58,580 shares; 2025Q4: 59,914 shares; 2026Q1: 59,350 shares; 2026Q2: 56,201 shares 56,201 $4.26M 2.47% -3,149 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,055 shares; 2025Q1: 11,215 shares; 2025Q2: 37,643 shares; 2025Q3: 39,808 shares; 2025Q4: 40,143 shares; 2026Q1: 40,160 shares; 2026Q2: 41,755 shares 41,755 $4.2M 2.44% +1,595 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,902 shares; 2025Q1: 34,025 shares; 2025Q2: 40,067 shares; 2025Q3: 37,510 shares; 2025Q4: 36,461 shares; 2026Q1: 35,814 shares; 2026Q2: 35,347 shares 35,347 $3.5M 2.03% -467 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; 2024Q3: not loaded; 2024Q4: 2,118 shares; 2025Q1: 1,840 shares; 2025Q2: 1,638 shares; 2025Q3: 1,694 shares; 2025Q4: 2,167 shares; 2026Q1: 3,950 shares; 2026Q2: 9,014 shares 9,014 $3.34M 1.94% +5,064 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,538 shares; 2025Q1: 26,851 shares; 2025Q2: 25,547 shares; 2025Q3: 21,802 shares; 2025Q4: 22,115 shares; 2026Q1: 22,094 shares; 2026Q2: 22,137 shares 22,137 $3.28M 1.91% +43 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,333 shares; 2025Q1: 17,753 shares; 2025Q2: 18,806 shares; 2025Q3: 25,379 shares; 2025Q4: 24,184 shares; 2026Q1: 19,041 shares; 2026Q2: 55,531 shares 55,531 $3.14M 1.82% +36,490 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75,976 shares; 2025Q1: 68,743 shares; 2025Q2: 58,680 shares; 2025Q3: 56,724 shares; 2025Q4: 52,134 shares; 2026Q1: 49,975 shares; 2026Q2: 50,494 shares 50,494 $2.41M 1.4% +519 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; 2024Q3: not loaded; 2024Q4: 30,066 shares; 2025Q1: 28,956 shares; 2025Q2: 27,636 shares; 2025Q3: 20,501 shares; 2025Q4: 19,078 shares; 2026Q1: 17,817 shares; 2026Q2: 16,614 shares 16,614 $2.36M 1.37% -1,203 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,357 shares; 2025Q1: 2,030 shares; 2025Q2: 2,592 shares; 2025Q3: 2,559 shares; 2025Q4: 2,959 shares; 2026Q1: 3,353 shares; 2026Q2: 21,501 shares 21,501 $1.85M 1.08% +18,148 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 89,628 shares; 2025Q1: 81,923 shares; 2025Q2: 70,500 shares; 2025Q3: 62,813 shares; 2025Q4: 51,303 shares; 2026Q1: 54,559 shares; 2026Q2: 49,532 shares 49,532 $1.83M 1.07% -5,027 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,659 shares; 2025Q1: 26,007 shares; 2025Q2: 19,056 shares; 2025Q3: 17,844 shares; 2025Q4: 17,837 shares; 2026Q1: 18,210 shares; 2026Q2: 18,888 shares 18,888 $1.82M 1.06% +678 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; 2024Q3: not loaded; 2024Q4: 130,964 shares; 2025Q1: 116,287 shares; 2025Q2: 106,189 shares; 2025Q3: 88,944 shares; 2025Q4: 80,891 shares; 2026Q1: 71,514 shares; 2026Q2: 70,100 shares 70,100 $1.69M 0.98% -1,414 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,450 shares; 2025Q1: 4,511 shares; 2025Q2: 4,494 shares; 2025Q3: 4,653 shares; 2025Q4: 4,771 shares; 2026Q1: 5,060 shares; 2026Q2: 5,182 shares 5,182 $1.5M 0.87% +122 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,714 shares; 2025Q1: 11,659 shares; 2025Q2: 7,757 shares; 2025Q3: 7,909 shares; 2025Q4: 8,066 shares; 2026Q1: 8,088 shares; 2026Q2: 7,433 shares 7,433 $1.4M 0.81% -655 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,802 shares; 2026Q2: 18,953 shares 18,953 $1.39M 0.81% +13,151 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,699 shares; 2026Q2: 15,509 shares 15,509 $1.33M 0.77% +11,810 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,163 shares; 2025Q1: 4,100 shares; 2025Q2: 3,433 shares; 2025Q3: 3,418 shares; 2025Q4: 3,855 shares; 2026Q1: 3,914 shares; 2026Q2: 3,849 shares 3,849 $1.17M 0.68% -65 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,435 shares; 2025Q1: 12,779 shares; 2025Q2: 12,788 shares; 2025Q3: 12,128 shares; 2025Q4: 13,511 shares; 2026Q1: 13,473 shares; 2026Q2: 14,936 shares 14,936 $1.15M 0.67% +1,463 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,113 shares; 2025Q1: 16,274 shares; 2025Q2: 16,443 shares; 2025Q3: 16,625 shares; 2025Q4: 16,470 shares; 2026Q1: 16,575 shares; 2026Q2: 16,729 shares 16,729 $1.14M 0.66% +154 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,587 shares; 2025Q3: 24,753 shares; 2025Q4: 23,753 shares; 2026Q1: 23,630 shares; 2026Q2: 22,589 shares 22,589 $1.13M 0.66% -1,041 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; 2024Q3: not loaded; 2024Q4: 29,987 shares; 2025Q1: 29,081 shares; 2025Q2: 12,870 shares; 2025Q3: 12,886 shares; 2025Q4: 14,691 shares; 2026Q1: 15,253 shares; 2026Q2: 15,345 shares 15,345 $1.09M 0.64% +92 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,411 shares; 2025Q1: 2,454 shares; 2025Q2: 2,547 shares; 2025Q3: 2,764 shares; 2025Q4: 2,870 shares; 2026Q1: 2,929 shares; 2026Q2: 2,929 shares 2,929 $1.09M 0.63% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,749 shares; 2025Q1: 13,206 shares; 2025Q2: 11,810 shares; 2025Q3: 8,014 shares; 2025Q4: 7,741 shares; 2026Q1: 7,237 shares; 2026Q2: 6,870 shares 6,870 $1.01M 0.59% -367 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,365 shares; 2025Q1: 5,490 shares; 2025Q2: 6,325 shares; 2025Q3: 7,364 shares; 2025Q4: 7,615 shares; 2026Q1: 8,099 shares; 2026Q2: 8,787 shares 8,787 $969K 0.56% +688 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,542 shares; 2025Q1: 18,237 shares; 2025Q2: 26,609 shares; 2025Q3: 30,153 shares; 2025Q4: 29,321 shares; 2026Q1: 30,083 shares; 2026Q2: 32,773 shares 32,773 $946K 0.55% +2,690 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,500 shares; 2025Q1: 9,155 shares; 2025Q2: 8,294 shares; 2025Q3: 6,290 shares; 2025Q4: 5,457 shares; 2026Q1: 4,907 shares; 2026Q2: 4,612 shares 4,612 $922K 0.54% -295 Timeline ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,357 shares; 2026Q1: 24,344 shares; 2026Q2: 28,142 shares 28,142 $914K 0.53% +3,798 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,849 shares; 2025Q1: 13,832 shares; 2025Q2: 7,418 shares; 2025Q3: 7,459 shares; 2025Q4: 7,442 shares; 2026Q1: 7,535 shares; 2026Q2: 7,696 shares 7,696 $848K 0.49% +161 Timeline SPMO 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,495 shares; 2026Q1: 4,074 shares; 2026Q2: 5,193 shares 5,193 $839K 0.49% +1,119 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,140 shares; 2025Q1: 1,147 shares; 2025Q2: 1,130 shares; 2025Q3: 1,109 shares; 2025Q4: 1,110 shares; 2026Q1: 1,111 shares; 2026Q2: 1,087 shares 1,087 $812K 0.47% -24 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,867 shares; 2025Q1: 2,203 shares; 2025Q2: 1,826 shares; 2025Q3: 1,954 shares; 2025Q4: 2,433 shares; 2026Q1: 3,573 shares; 2026Q2: 3,894 shares 3,894 $779K 0.45% +321 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,559 shares; 2025Q1: 12,461 shares; 2025Q2: 15,536 shares; 2025Q3: 15,255 shares; 2025Q4: 13,379 shares; 2026Q1: 11,630 shares; 2026Q2: 11,826 shares 11,826 $727K 0.42% +196 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,773 shares; 2025Q1: 1,801 shares; 2025Q2: 1,261 shares; 2025Q3: 1,358 shares; 2025Q4: 1,364 shares; 2026Q1: 1,369 shares; 2026Q2: 1,371 shares 1,371 $716K 0.42% +2 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,366 shares; 2026Q1: 2,731 shares; 2026Q2: 2,884 shares 2,884 $682K 0.4% +153 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,658 shares; 2025Q1: 11,263 shares; 2025Q2: 5,979 shares; 2025Q3: 6,278 shares; 2025Q4: 6,049 shares; 2026Q1: 6,038 shares; 2026Q2: 5,401 shares 5,401 $643K 0.37% -637 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,590 shares; 2025Q1: 2,607 shares; 2025Q2: 1,829 shares; 2025Q3: 2,061 shares; 2025Q4: 2,067 shares; 2026Q1: 3,553 shares; 2026Q2: 3,795 shares 3,795 $600K 0.35% +242 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,712 shares; 2025Q1: 1,758 shares; 2025Q2: 1,774 shares; 2025Q3: 1,784 shares; 2025Q4: 1,794 shares; 2026Q1: 1,804 shares; 2026Q2: 1,809 shares 1,809 $489K 0.28% +5 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 412 shares 412 $439K 0.25% +12 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,196 shares; 2025Q3: 1,345 shares; 2025Q4: 1,232 shares; 2026Q1: 1,672 shares; 2026Q2: 1,972 shares 1,972 $430K 0.25% +300 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,206 shares; 2026Q2: 1,691 shares 1,691 $416K 0.24% +485 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,525 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,399 shares; 2026Q1: 1,520 shares; 2026Q2: 1,586 shares 1,586 $403K 0.23% +66 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,215 shares; 2026Q2: 3,614 shares 3,614 $399K 0.23% +1,399 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,173 shares 19,173 $397K 0.23% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 1,085 shares; 2025Q4: 1,091 shares; 2026Q1: 1,094 shares; 2026Q2: 1,108 shares 1,108 $381K 0.22% +14 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,662 shares; 2026Q2: 3,903 shares 3,903 $378K 0.22% +241 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,791 shares 4,791 $367K 0.21% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 923 shares; 2025Q1: not reported; 2025Q2: 995 shares; 2025Q3: 1,108 shares; 2025Q4: 1,395 shares; 2026Q1: 1,613 shares; 2026Q2: 1,538 shares 1,538 $367K 0.21% -75 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 654 shares; 2025Q2: 698 shares; 2025Q3: 698 shares; 2025Q4: 813 shares; 2026Q1: 873 shares; 2026Q2: 714 shares 714 $357K 0.21% -159 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,253 shares 7,253 $351K 0.2% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,074 shares; 2025Q4: 8,623 shares; 2026Q1: 9,235 shares; 2026Q2: 10,678 shares 10,678 $339K 0.2% +1,443 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 891 shares; 2026Q2: 908 shares 908 $332K 0.19% +17 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 284 shares 284 $328K 0.19% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 856 shares; 2025Q1: 943 shares; 2025Q2: 965 shares; 2025Q3: 969 shares; 2025Q4: 974 shares; 2026Q1: 1,013 shares; 2026Q2: 987 shares 987 $323K 0.19% -26 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 818 shares; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 740 shares; 2025Q4: 748 shares; 2026Q1: 824 shares; 2026Q2: 764 shares 764 $321K 0.19% -60 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,542 shares; 2025Q1: 1,511 shares; 2025Q2: 1,470 shares; 2025Q3: 1,479 shares; 2025Q4: 1,372 shares; 2026Q1: 1,372 shares; 2026Q2: 1,053 shares 1,053 $315K 0.18% -319 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 614 shares; 2025Q2: 685 shares; 2025Q3: 686 shares; 2025Q4: 850 shares; 2026Q1: 868 shares; 2026Q2: 839 shares 839 $288K 0.17% -29 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 439 shares 439 $288K 0.17% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 755 shares; 2025Q1: 806 shares; 2025Q2: 783 shares; 2025Q3: 758 shares; 2025Q4: 560 shares; 2026Q1: 790 shares; 2026Q2: 3,358 shares 3,358 $277K 0.16% +2,568 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,888 shares 1,888 $264K 0.15% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 882 shares 882 $263K 0.15% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,498 shares; 2025Q4: 4,749 shares; 2026Q1: 4,777 shares; 2026Q2: 4,488 shares 4,488 $256K 0.15% -289 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,864 shares 1,864 $238K 0.14% new 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 935 shares; 2025Q4: 1,246 shares; 2026Q1: 1,052 shares; 2026Q2: 1,057 shares 1,057 $233K 0.14% +5 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 948 shares 948 $230K 0.13% new 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,348 shares; 2026Q2: 1,675 shares 1,675 $229K 0.13% +327 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,893 shares; 2025Q1: 9,569 shares; 2025Q2: 4,095 shares; 2025Q3: 4,136 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,767 shares 3,767 $229K 0.13% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,355 shares; 2025Q1: 4,378 shares; 2025Q2: 4,415 shares; 2025Q3: 4,452 shares; 2025Q4: 4,500 shares; 2026Q1: 4,462 shares; 2026Q2: 4,511 shares 4,511 $228K 0.13% +49 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 443 shares; 2025Q1: 445 shares; 2025Q2: 447 shares; 2025Q3: 449 shares; 2025Q4: 429 shares; 2026Q1: 441 shares; 2026Q2: 441 shares 441 $224K 0.13% 0 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,807 shares; 2026Q2: 8,453 shares 8,453 $219K 0.13% +646 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,373 shares 4,373 $218K 0.13% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,704 shares 1,704 $212K 0.12% 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,984 shares 4,984 $211K 0.12% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,664 shares 1,664 $208K 0.12% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104 shares 104 $207K 0.12% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474 shares 474 $205K 0.12% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 685 shares; 2026Q1: not reported; 2026Q2: 579 shares 579 $204K 0.12% new Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,927 shares; 2026Q2: 17,542 shares 17,542 $196K 0.11% +1,615 Timeline