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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,200,829 shares; 2025Q4: 1,131,457 shares; 2026Q1: 1,146,898 shares; 2026Q2: 1,194,348 shares 1,194,348 $34.6M 29.98% +47,450 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 16,628 shares; 2025Q4: 15,329 shares; 2026Q1: 15,983 shares; 2026Q2: 130,456 shares 130,456 $15.6M 13.52% +114,473 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 50,911 shares; 2025Q4: 52,552 shares; 2026Q1: 55,131 shares; 2026Q2: 56,354 shares 56,354 $8.36M 7.25% +1,223 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 29,837 shares; 2025Q4: 30,749 shares; 2026Q1: 32,533 shares; 2026Q2: 33,328 shares 33,328 $7.89M 6.84% +795 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 596 shares; 2025Q4: 596 shares; 2026Q1: 91,634 shares; 2026Q2: 96,684 shares 96,684 $7.87M 6.82% +5,050 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 151,084 shares; 2025Q4: 151,166 shares; 2026Q1: 151,591 shares; 2026Q2: 150,324 shares 150,324 $4.42M 3.84% -1,267 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 118,767 shares; 2025Q4: 119,153 shares; 2026Q1: 107,999 shares; 2026Q2: 106,705 shares 106,705 $3.86M 3.34% -1,294 Timeline SCHM 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 101,022 shares; 2025Q4: 100,849 shares; 2026Q1: 100,726 shares; 2026Q2: 100,330 shares 100,330 $3.7M 3.21% -396 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 37,959 shares; 2025Q4: 38,656 shares; 2026Q1: 40,662 shares; 2026Q2: 41,560 shares 41,560 $2.99M 2.59% +898 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 10,306 shares; 2025Q4: 10,118 shares; 2026Q1: 10,911 shares; 2026Q2: 10,274 shares 10,274 $2.97M 2.58% -637 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 61,793 shares; 2026Q1: 66,825 shares; 2026Q2: 68,964 shares 68,964 $2.29M 1.99% +2,139 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 9,955 shares; 2025Q4: 8,090 shares; 2026Q1: 8,989 shares; 2026Q2: 9,146 shares 9,146 $2.18M 1.89% +157 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 44,480 shares; 2025Q4: 46,328 shares; 2026Q1: 49,026 shares; 2026Q2: 50,590 shares 50,590 $2.14M 1.86% +1,564 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 21,223 shares; 2026Q1: 23,448 shares; 2026Q2: 24,158 shares 24,158 $1.65M 1.43% +710 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 38,778 shares; 2025Q4: 60,712 shares; 2026Q1: 66,683 shares; 2026Q2: 68,297 shares 68,297 $1.64M 1.43% +1,614 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 37,238 shares; 2025Q4: 11,446 shares; 2026Q1: 8,808 shares; 2026Q2: 8,738 shares 8,738 $1.38M 1.2% -70 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 38,346 shares; 2025Q4: 38,554 shares; 2026Q1: 38,723 shares; 2026Q2: 37,875 shares 37,875 $1.32M 1.14% -848 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 395 shares; 2025Q4: 385 shares; 2026Q1: 386 shares; 2026Q2: 3,859 shares 3,859 $1.16M 1.01% +3,473 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 91,289 shares; 2025Q4: 14,829 shares; 2026Q1: 13,318 shares; 2026Q2: 12,582 shares 12,582 $970K 0.84% -736 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 21,154 shares; 2025Q4: 21,222 shares; 2026Q1: 21,395 shares; 2026Q2: 21,568 shares 21,568 $883K 0.77% +173 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 9,139 shares; 2025Q4: 18,402 shares; 2026Q1: 18,506 shares; 2026Q2: 18,613 shares 18,613 $844K 0.73% +107 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,219 shares; 2025Q4: 3,234 shares; 2026Q1: 3,257 shares; 2026Q2: 3,287 shares 3,287 $827K 0.72% +30 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 19,449 shares; 2025Q4: 19,868 shares; 2026Q1: 19,868 shares; 2026Q2: 19,988 shares 19,988 $554K 0.48% +120 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 3,461 shares; 2025Q4: 3,491 shares; 2026Q1: 3,918 shares; 2026Q2: 3,953 shares 3,953 $500K 0.43% +35 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,522 shares; 2025Q4: 3,869 shares; 2026Q1: 3,908 shares; 2026Q2: 3,406 shares 3,406 $500K 0.43% -502 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,063 shares; 2025Q4: 1,068 shares; 2026Q1: 1,365 shares; 2026Q2: 1,369 shares 1,369 $448K 0.39% +4 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,962 shares; 2025Q4: 2,740 shares; 2026Q1: 2,755 shares; 2026Q2: 2,779 shares 2,779 $434K 0.38% +24 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 1,031 shares; 2025Q4: 1,031 shares; 2026Q1: 1,032 shares; 2026Q2: 1,033 shares 1,033 $365K 0.32% +1 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 10,297 shares; 2025Q4: 3,015 shares; 2026Q1: 2,138 shares; 2026Q2: 2,159 shares 2,159 $358K 0.31% +21 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,556 shares; 2026Q1: 1,752 shares; 2026Q2: 1,770 shares 1,770 $338K 0.29% +18 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,421 shares; 2025Q4: 2,421 shares; 2026Q1: 2,706 shares; 2026Q2: 2,715 shares 2,715 $307K 0.27% +9 Timeline PFXF 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 16,425 shares; 2025Q4: 16,390 shares; 2026Q1: 16,027 shares; 2026Q2: 16,110 shares 16,110 $287K 0.25% +83 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 2,476 shares; 2025Q4: 2,497 shares; 2026Q1: 2,516 shares; 2026Q2: 2,536 shares 2,536 $281K 0.24% +20 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 533 shares; 2025Q4: 538 shares; 2026Q1: 541 shares; 2026Q2: 544 shares 544 $277K 0.24% +3 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 5,743 shares; 2025Q4: 5,834 shares; 2026Q1: 5,104 shares; 2026Q2: 4,945 shares 4,945 $258K 0.22% -159 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,278 shares; 2026Q1: 2,287 shares; 2026Q2: 2,292 shares 2,292 $244K 0.21% +5 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 loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 13,290 shares; 2025Q4: 11,524 shares; 2026Q1: 11,642 shares; 2026Q2: 11,338 shares 11,338 $235K 0.2% -304 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: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 884 shares; 2026Q2: 890 shares 890 $226K 0.2% +6 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: 727 shares; 2025Q4: 730 shares; 2026Q1: not reported; 2026Q2: 741 shares 741 $208K 0.18% new Timeline