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: 639 shares; 2024Q4: 18,597 shares; 2025Q1: 385 shares; 2025Q2: 24,141 shares; 2025Q3: 23,091 shares; 2025Q4: 22,132 shares; 2026Q1: not reported; 2026Q2: 236,514 shares 236,514 $28.3M 10.33% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,175 shares; 2024Q4: 424,027 shares; 2025Q1: 564,636 shares; 2025Q2: 569,555 shares; 2025Q3: 580,481 shares; 2025Q4: 1,003,054 shares; 2026Q1: 859,253 shares; 2026Q2: 450,032 shares 450,032 $8.05M 2.94% -409,221 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: 18,546 shares; 2024Q4: 19,323 shares; 2025Q1: 23,325 shares; 2025Q2: 24,158 shares; 2025Q3: 24,530 shares; 2025Q4: 24,204 shares; 2026Q1: 24,944 shares; 2026Q2: 25,696 shares 25,696 $6.47M 2.36% +752 Timeline VIS 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: 11,699 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,189 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,590 shares; 2026Q2: 17,540 shares 17,540 $6.32M 2.31% -16,050 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,606 shares; 2024Q4: 80,728 shares; 2025Q1: 84,169 shares; 2025Q2: 98,504 shares; 2025Q3: 97,073 shares; 2025Q4: 97,770 shares; 2026Q1: 132,320 shares; 2026Q2: 99,752 shares 99,752 $5.96M 2.18% -32,568 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: 10,335 shares; 2024Q4: 10,597 shares; 2025Q1: 9,992 shares; 2025Q2: 10,112 shares; 2025Q3: 10,058 shares; 2025Q4: 9,979 shares; 2026Q1: 6,068 shares; 2026Q2: 5,476 shares 5,476 $5.83M 2.13% -592 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: 125,973 shares; 2024Q4: 115,529 shares; 2025Q1: 156,439 shares; 2025Q2: 159,289 shares; 2025Q3: 161,469 shares; 2025Q4: 134,998 shares; 2026Q1: 159,578 shares; 2026Q2: 172,427 shares 172,427 $5.74M 2.1% +12,849 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,992 shares; 2024Q4: 34,559 shares; 2025Q1: 34,930 shares; 2025Q2: 35,563 shares; 2025Q3: 36,176 shares; 2025Q4: 35,248 shares; 2026Q1: 44,002 shares; 2026Q2: 45,415 shares 45,415 $5.61M 2.05% +1,413 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: 48,017 shares; 2024Q4: 49,601 shares; 2025Q1: 62,466 shares; 2025Q2: 63,468 shares; 2025Q3: 64,229 shares; 2025Q4: 64,896 shares; 2026Q1: 75,022 shares; 2026Q2: 77,424 shares 77,424 $5.57M 2.04% +2,402 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,792 shares; 2024Q4: 16,628 shares; 2025Q1: 26,012 shares; 2025Q2: 28,649 shares; 2025Q3: 29,056 shares; 2025Q4: 22,720 shares; 2026Q1: 33,956 shares; 2026Q2: 42,510 shares 42,510 $5.55M 2.03% +8,554 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; 2024Q3: 24,967 shares; 2024Q4: 25,563 shares; 2025Q1: 25,925 shares; 2025Q2: 26,165 shares; 2025Q3: 26,584 shares; 2025Q4: 26,564 shares; 2026Q1: 29,761 shares; 2026Q2: 30,430 shares 30,430 $5.51M 2.01% +669 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; 2024Q3: 10,420 shares; 2024Q4: 10,064 shares; 2025Q1: 9,066 shares; 2025Q2: 7,226 shares; 2025Q3: 8,952 shares; 2025Q4: 8,901 shares; 2026Q1: 5,365 shares; 2026Q2: 7,874 shares 7,874 $5.41M 1.98% +2,509 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,313 shares; 2024Q4: 33,407 shares; 2025Q1: 33,735 shares; 2025Q2: 34,715 shares; 2025Q3: 34,729 shares; 2025Q4: 29,095 shares; 2026Q1: 37,945 shares; 2026Q2: 46,798 shares 46,798 $5.32M 1.94% +8,853 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: 15,729 shares; 2024Q4: 15,922 shares; 2025Q1: 21,841 shares; 2025Q2: 22,295 shares; 2025Q3: 22,526 shares; 2025Q4: 23,030 shares; 2026Q1: 20,738 shares; 2026Q2: 20,931 shares 20,931 $5.32M 1.94% +193 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,588 shares; 2024Q4: 39,311 shares; 2025Q1: 40,797 shares; 2025Q2: 42,053 shares; 2025Q3: 42,309 shares; 2025Q4: 30,915 shares; 2026Q1: 41,701 shares; 2026Q2: 54,772 shares 54,772 $5.16M 1.88% +13,071 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,133 shares; 2024Q4: 15,484 shares; 2025Q1: 13,446 shares; 2025Q2: 13,561 shares; 2025Q3: 13,813 shares; 2025Q4: 13,985 shares; 2026Q1: 17,182 shares; 2026Q2: 17,472 shares 17,472 $5.09M 1.86% +290 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,948 shares; 2024Q4: 41,427 shares; 2025Q1: 31,597 shares; 2025Q2: 31,318 shares; 2025Q3: 31,444 shares; 2025Q4: 31,068 shares; 2026Q1: 21,387 shares; 2026Q2: 21,389 shares 21,389 $5.08M 1.86% +2 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,101 shares; 2024Q4: 9,353 shares; 2025Q1: 28,453 shares; 2025Q2: 29,413 shares; 2025Q3: 29,904 shares; 2025Q4: 19,759 shares; 2026Q1: 31,939 shares; 2026Q2: 45,140 shares 45,140 $5.08M 1.86% +13,201 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: 23,580 shares; 2024Q4: 24,499 shares; 2025Q1: 24,700 shares; 2025Q2: 25,590 shares; 2025Q3: 25,909 shares; 2025Q4: 26,249 shares; 2026Q1: 29,436 shares; 2026Q2: 30,243 shares 30,243 $5.01M 1.83% +807 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,511 shares; 2024Q4: 34,527 shares; 2025Q1: 34,933 shares; 2025Q2: 35,490 shares; 2025Q3: 35,528 shares; 2025Q4: 35,302 shares; 2026Q1: 26,188 shares; 2026Q2: 26,123 shares 26,123 $4.92M 1.8% -65 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,974 shares; 2024Q4: 64,508 shares; 2025Q1: 114,408 shares; 2025Q2: 117,617 shares; 2025Q3: 121,912 shares; 2025Q4: 82,302 shares; 2026Q1: 140,928 shares; 2026Q2: 197,350 shares 197,350 $4.9M 1.79% +56,422 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,596 shares; 2024Q4: 57,526 shares; 2025Q1: 60,904 shares; 2025Q2: 62,162 shares; 2025Q3: 63,337 shares; 2025Q4: 60,715 shares; 2026Q1: 73,025 shares; 2026Q2: 78,879 shares 78,879 $4.89M 1.79% +5,854 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,953 shares; 2024Q4: 60,581 shares; 2025Q1: 58,043 shares; 2025Q2: 59,003 shares; 2025Q3: 59,636 shares; 2025Q4: 60,277 shares; 2026Q1: 59,277 shares; 2026Q2: 60,027 shares 60,027 $4.88M 1.78% +750 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: 35,484 shares; 2024Q4: 36,245 shares; 2025Q1: 36,861 shares; 2025Q2: 37,327 shares; 2025Q3: 37,779 shares; 2025Q4: 37,989 shares; 2026Q1: 34,400 shares; 2026Q2: 35,197 shares 35,197 $4.81M 1.76% +797 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,499 shares; 2024Q4: 44,185 shares; 2025Q1: 68,535 shares; 2025Q2: 70,661 shares; 2025Q3: 71,173 shares; 2025Q4: 71,289 shares; 2026Q1: 62,310 shares; 2026Q2: 62,808 shares 62,808 $4.8M 1.75% +498 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; 2024Q3: 24,155 shares; 2024Q4: 24,695 shares; 2025Q1: 25,196 shares; 2025Q2: 25,543 shares; 2025Q3: 25,793 shares; 2025Q4: 25,961 shares; 2026Q1: 25,730 shares; 2026Q2: 25,597 shares 25,597 $4.74M 1.73% -133 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,873 shares; 2025Q2: 50,624 shares; 2025Q3: 51,812 shares; 2025Q4: 53,159 shares; 2026Q1: 63,712 shares; 2026Q2: 65,120 shares 65,120 $4.71M 1.72% +1,408 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: 25,326 shares; 2024Q4: 25,295 shares; 2025Q1: 17,356 shares; 2025Q2: 17,664 shares; 2025Q3: 17,674 shares; 2025Q4: 17,503 shares; 2026Q1: 15,884 shares; 2026Q2: 16,053 shares 16,053 $4.51M 1.65% +169 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; 2024Q3: 62,940 shares; 2024Q4: 63,716 shares; 2025Q1: 57,667 shares; 2025Q2: 58,071 shares; 2025Q3: 58,277 shares; 2025Q4: 57,997 shares; 2026Q1: 50,828 shares; 2026Q2: 51,190 shares 51,190 $4.49M 1.64% +362 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,537 shares; 2024Q4: 20,135 shares; 2025Q1: 23,102 shares; 2025Q2: 24,619 shares; 2025Q3: 24,820 shares; 2025Q4: 23,776 shares; 2026Q1: 30,719 shares; 2026Q2: 32,795 shares 32,795 $4.44M 1.62% +2,076 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: 39,182 shares; 2024Q4: 40,646 shares; 2025Q1: 39,005 shares; 2025Q2: 39,317 shares; 2025Q3: 39,685 shares; 2025Q4: 39,750 shares; 2026Q1: 39,227 shares; 2026Q2: 40,048 shares 40,048 $4.43M 1.62% +821 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,926 shares; 2024Q4: 30,614 shares; 2025Q1: 28,054 shares; 2025Q2: 28,229 shares; 2025Q3: 28,195 shares; 2025Q4: 28,081 shares; 2026Q1: 22,975 shares; 2026Q2: 23,346 shares 23,346 $4.43M 1.62% +371 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,918 shares; 2024Q4: 16,423 shares; 2025Q1: 21,743 shares; 2025Q2: 22,372 shares; 2025Q3: 22,715 shares; 2025Q4: 23,058 shares; 2026Q1: 19,617 shares; 2026Q2: 19,678 shares 19,678 $4.38M 1.6% +61 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,642 shares; 2026Q2: 19,473 shares 19,473 $4.36M 1.59% +6,831 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,332 shares; 2024Q4: 49,122 shares; 2025Q1: 37,662 shares; 2025Q2: 37,578 shares; 2025Q3: 37,022 shares; 2025Q4: 36,944 shares; 2026Q1: 36,998 shares; 2026Q2: 37,018 shares 37,018 $4.34M 1.59% +20 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,706 shares; 2024Q4: 28,571 shares; 2025Q1: 27,776 shares; 2025Q2: 28,185 shares; 2025Q3: 28,822 shares; 2025Q4: 19,413 shares; 2026Q1: 32,712 shares; 2026Q2: 39,241 shares 39,241 $4.31M 1.57% +6,529 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,137 shares; 2026Q2: 99,170 shares 99,170 $4.3M 1.57% +22,033 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,795 shares; 2024Q4: 43,628 shares; 2025Q1: 47,350 shares; 2025Q2: 48,023 shares; 2025Q3: 48,699 shares; 2025Q4: 47,034 shares; 2026Q1: 49,441 shares; 2026Q2: 51,344 shares 51,344 $4.29M 1.57% +1,903 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,872 shares; 2024Q4: 29,591 shares; 2025Q1: 26,067 shares; 2025Q2: 26,129 shares; 2025Q3: 26,129 shares; 2025Q4: 26,123 shares; 2026Q1: 24,595 shares; 2026Q2: 24,779 shares 24,779 $4.27M 1.56% +184 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,793 shares; 2024Q4: 85,263 shares; 2025Q1: 148,162 shares; 2025Q2: 151,175 shares; 2025Q3: 154,215 shares; 2025Q4: 121,888 shares; 2026Q1: 198,406 shares; 2026Q2: 223,159 shares 223,159 $4.26M 1.56% +24,753 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,661 shares; 2024Q4: 12,033 shares; 2025Q1: 12,897 shares; 2025Q2: 13,003 shares; 2025Q3: 13,047 shares; 2025Q4: 12,963 shares; 2026Q1: 11,674 shares; 2026Q2: 11,886 shares 11,886 $4.21M 1.54% +212 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,172 shares; 2024Q4: 22,824 shares; 2025Q1: 24,057 shares; 2025Q2: 24,571 shares; 2025Q3: 25,439 shares; 2025Q4: 17,483 shares; 2026Q1: 29,807 shares; 2026Q2: 43,277 shares 43,277 $4.13M 1.51% +13,470 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,890 shares; 2024Q4: 37,743 shares; 2025Q1: 30,654 shares; 2025Q2: 30,706 shares; 2025Q3: 30,594 shares; 2025Q4: 30,582 shares; 2026Q1: 28,683 shares; 2026Q2: 28,723 shares 28,723 $4.11M 1.5% +40 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; 2024Q3: 20,833 shares; 2024Q4: 21,504 shares; 2025Q1: 27,455 shares; 2025Q2: 28,016 shares; 2025Q3: 28,576 shares; 2025Q4: 27,845 shares; 2026Q1: 29,585 shares; 2026Q2: 31,760 shares 31,760 $3.75M 1.37% +2,175 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: 23,334 shares; 2024Q4: 23,832 shares; 2025Q1: 22,039 shares; 2025Q2: 22,421 shares; 2025Q3: 22,628 shares; 2025Q4: 21,735 shares; 2026Q1: 24,398 shares; 2026Q2: 25,400 shares 25,400 $3.72M 1.36% +1,002 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,495 shares; 2024Q4: 23,308 shares; 2025Q1: 28,205 shares; 2025Q2: 28,681 shares; 2025Q3: 29,091 shares; 2025Q4: 29,202 shares; 2026Q1: 37,695 shares; 2026Q2: 39,323 shares 39,323 $3.57M 1.3% +1,628 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: 57,440 shares; 2024Q4: 58,142 shares; 2025Q1: 39,712 shares; 2025Q2: 39,538 shares; 2025Q3: 39,315 shares; 2025Q4: 39,162 shares; 2026Q1: 31,524 shares; 2026Q2: 30,994 shares 30,994 $3.51M 1.28% -530 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: 12,460 shares; 2024Q4: 12,737 shares; 2025Q1: 11,784 shares; 2025Q2: 11,840 shares; 2025Q3: 11,916 shares; 2025Q4: 12,001 shares; 2026Q1: 12,483 shares; 2026Q2: 12,890 shares 12,890 $3.48M 1.27% +407 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,463 shares; 2024Q4: 41,688 shares; 2025Q1: 41,610 shares; 2025Q2: 42,151 shares; 2025Q3: 42,447 shares; 2025Q4: 42,792 shares; 2026Q1: 41,949 shares; 2026Q2: 42,922 shares 42,922 $3.36M 1.23% +973 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,471 shares; 2026Q2: 39,509 shares 39,509 $1.99M 0.73% +35,038 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: 3,277 shares; 2024Q4: 3,227 shares; 2025Q1: 3,018 shares; 2025Q2: 4,218 shares; 2025Q3: 4,069 shares; 2025Q4: 6,127 shares; 2026Q1: 5,640 shares; 2026Q2: 6,185 shares 6,185 $1.79M 0.65% +545 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,369 shares; 2024Q4: 2,369 shares; 2025Q1: 2,465 shares; 2025Q2: 2,405 shares; 2025Q3: 2,438 shares; 2025Q4: 2,481 shares; 2026Q1: 2,478 shares; 2026Q2: 2,478 shares 2,478 $886K 0.32% 0 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: 1,810 shares; 2024Q4: 1,680 shares; 2025Q1: 1,794 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,610 shares; 2026Q2: 1,610 shares 1,610 $677K 0.25% 0 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: 2,302 shares; 2024Q4: 1,952 shares; 2025Q1: 2,007 shares; 2025Q2: 2,033 shares; 2025Q3: 2,028 shares; 2025Q4: 1,662 shares; 2026Q1: 1,662 shares; 2026Q2: 1,829 shares 1,829 $599K 0.22% +167 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; 2024Q3: 4,342 shares; 2024Q4: 4,358 shares; 2025Q1: 4,408 shares; 2025Q2: 4,341 shares; 2025Q3: 4,364 shares; 2025Q4: 4,412 shares; 2026Q1: 4,363 shares; 2026Q2: 4,497 shares 4,497 $578K 0.21% +134 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,824 shares; 2024Q4: 5,493 shares; 2025Q1: 5,493 shares; 2025Q2: 5,301 shares; 2025Q3: 5,825 shares; 2025Q4: 5,871 shares; 2026Q1: 5,871 shares; 2026Q2: 5,722 shares 5,722 $541K 0.2% -149 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,947 shares; 2024Q4: 10,947 shares; 2025Q1: 10,947 shares; 2025Q2: 10,947 shares; 2025Q3: 10,947 shares; 2025Q4: 10,947 shares; 2026Q1: 10,947 shares; 2026Q2: 10,947 shares 10,947 $520K 0.19% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $497K 0.18% 0 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: 777 shares; 2024Q4: 777 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 776 shares; 2025Q4: 816 shares; 2026Q1: 776 shares; 2026Q2: 1,160 shares 1,160 $433K 0.16% +384 Timeline GSEP 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; 2024Q3: 10,086 shares; 2024Q4: 10,086 shares; 2025Q1: 10,086 shares; 2025Q2: 10,086 shares; 2025Q3: 10,086 shares; 2025Q4: 10,086 shares; 2026Q1: 10,086 shares; 2026Q2: 10,086 shares 10,086 $413K 0.15% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 343 shares; 2026Q2: 351 shares 351 $412K 0.15% +8 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,004 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,066 shares; 2026Q1: 1,047 shares; 2026Q2: 1,079 shares 1,079 $403K 0.15% +32 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: 543 shares; 2024Q4: 538 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 419 shares; 2025Q4: 522 shares; 2026Q1: 525 shares; 2026Q2: 759 shares 759 $380K 0.14% +234 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: 5,184 shares; 2024Q4: 4,770 shares; 2025Q1: 4,739 shares; 2025Q2: 4,742 shares; 2025Q3: 4,577 shares; 2025Q4: 4,577 shares; 2026Q1: 4,575 shares; 2026Q2: 4,942 shares 4,942 $337K 0.12% +367 Timeline BIL 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: 10,574 shares; 2024Q4: 3,274 shares; 2025Q1: 3,274 shares; 2025Q2: 3,274 shares; 2025Q3: 3,274 shares; 2025Q4: 3,274 shares; 2026Q1: 3,274 shares; 2026Q2: 3,274 shares 3,274 $300K 0.11% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,332 shares; 2024Q4: 4,308 shares; 2025Q1: 4,377 shares; 2025Q2: 4,464 shares; 2025Q3: 4,754 shares; 2025Q4: 4,732 shares; 2026Q1: 4,753 shares; 2026Q2: 5,125 shares 5,125 $299K 0.11% +372 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 909 shares; 2024Q4: 903 shares; 2025Q1: 789 shares; 2025Q2: 789 shares; 2025Q3: 789 shares; 2025Q4: 245 shares; 2026Q1: 239 shares; 2026Q2: 239 shares 239 $287K 0.1% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,675 shares; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares; 2026Q1: 2,675 shares; 2026Q2: 2,650 shares 2,650 $286K 0.1% -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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares; 2026Q2: 1,187 shares 1,187 $283K 0.1% +85 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: 794 shares; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 794 shares; 2025Q4: 785 shares; 2026Q1: 785 shares; 2026Q2: 785 shares 785 $277K 0.1% 0 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,884 shares; 2026Q2: 6,894 shares 6,894 $247K 0.09% +10 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $231K 0.08% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 827 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 825 shares; 2026Q2: 825 shares 825 $224K 0.08% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,138 shares; 2026Q2: 4,138 shares 4,138 $224K 0.08% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,751 shares; 2024Q4: 3,751 shares; 2025Q1: 3,751 shares; 2025Q2: 3,751 shares; 2025Q3: 3,751 shares; 2025Q4: 3,721 shares; 2026Q1: 3,721 shares; 2026Q2: 3,854 shares 3,854 $223K 0.08% +133 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,937 shares; 2026Q2: 7,937 shares 7,937 $212K 0.08% 0 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: 374 shares; 2024Q4: 374 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 282 shares 282 $211K 0.08% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,672 shares; 2024Q4: 1,672 shares; 2025Q1: 1,672 shares; 2025Q2: 1,672 shares; 2025Q3: 1,252 shares; 2025Q4: 1,265 shares; 2026Q1: 1,252 shares; 2026Q2: 1,252 shares 1,252 $209K 0.08% 0 Timeline GRWG GROWGENERATION CORP More: the full row for GROWGENERATION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,100 shares; 2024Q4: 34,100 shares; 2025Q1: 34,100 shares; 2025Q2: 34,100 shares; 2025Q3: 34,100 shares; 2025Q4: 34,100 shares; 2026Q1: 34,100 shares; 2026Q2: 34,100 shares 34,100 $50.5K 0.02% 0 Timeline