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: 366,177 shares; 2024Q4: 367,064 shares; 2025Q1: 365,227 shares; 2025Q2: 352,696 shares; 2025Q3: 344,973 shares; 2025Q4: 341,318 shares; 2026Q1: 335,642 shares; 2026Q2: 333,669 shares 333,669 $123M 22.46% -1,973 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,125 shares; 2024Q4: 355,144 shares; 2025Q1: 359,893 shares; 2025Q2: 360,714 shares; 2025Q3: 361,124 shares; 2025Q4: 365,197 shares; 2026Q1: 373,523 shares; 2026Q2: 385,177 shares 385,177 $93.4M 16.99% +11,654 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,085 shares; 2024Q4: 342,221 shares; 2025Q1: 353,588 shares; 2025Q2: 354,232 shares; 2025Q3: 329,817 shares; 2025Q4: 311,714 shares; 2026Q1: 308,026 shares; 2026Q2: 310,816 shares 310,816 $68.2M 12.41% +2,790 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,922 shares; 2024Q4: 360,725 shares; 2025Q1: 409,098 shares; 2025Q2: 424,178 shares; 2025Q3: 427,979 shares; 2025Q4: 443,970 shares; 2026Q1: 467,813 shares; 2026Q2: 507,447 shares 507,447 $41.9M 7.62% +39,634 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: 159,845 shares; 2025Q3: 342,551 shares; 2025Q4: 473,890 shares; 2026Q1: 632,114 shares; 2026Q2: 756,140 shares 756,140 $40.8M 7.43% +124,026 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 248,224 shares; 2025Q4: 541,876 shares; 2026Q1: 581,816 shares; 2026Q2: 571,548 shares 571,548 $14.7M 2.68% -10,268 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: 14,988 shares; 2024Q4: 15,450 shares; 2025Q1: 17,261 shares; 2025Q2: 19,297 shares; 2025Q3: 19,502 shares; 2025Q4: 20,025 shares; 2026Q1: 19,833 shares; 2026Q2: 19,854 shares 19,854 $13.6M 2.48% +21 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 833,545 shares; 2024Q4: 649,654 shares; 2025Q1: 659,530 shares; 2025Q2: 748,412 shares; 2025Q3: 495,438 shares; 2025Q4: 271,146 shares; 2026Q1: 160,320 shares; 2026Q2: 220,857 shares 220,857 $11.2M 2.03% +60,537 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: 20,336 shares; 2024Q4: 20,292 shares; 2025Q1: 19,735 shares; 2025Q2: 19,824 shares; 2025Q3: 19,826 shares; 2025Q4: 19,712 shares; 2026Q1: 19,349 shares; 2026Q2: 80,619 shares 80,619 $10M 1.82% +61,270 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: 28,608 shares; 2024Q4: 29,265 shares; 2025Q1: 28,863 shares; 2025Q2: 28,771 shares; 2025Q3: 28,417 shares; 2025Q4: 28,099 shares; 2026Q1: 31,823 shares; 2026Q2: 30,252 shares 30,252 $8.75M 1.59% -1,571 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,595 shares; 2025Q1: 46,896 shares; 2025Q2: 85,200 shares; 2025Q3: 93,364 shares; 2025Q4: 99,032 shares; 2026Q1: 114,587 shares; 2026Q2: 139,320 shares 139,320 $7.02M 1.28% +24,733 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: 36,603 shares; 2024Q4: 37,903 shares; 2025Q1: 38,054 shares; 2025Q2: 36,895 shares; 2025Q3: 35,916 shares; 2025Q4: 36,080 shares; 2026Q1: 36,485 shares; 2026Q2: 36,439 shares 36,439 $5.7M 1.04% -46 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,269 shares; 2025Q3: 26,848 shares; 2025Q4: 66,906 shares; 2026Q1: 71,172 shares; 2026Q2: 100,128 shares 100,128 $4.93M 0.9% +28,956 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: 10,158 shares; 2024Q4: 10,206 shares; 2025Q1: 10,212 shares; 2025Q2: 11,530 shares; 2025Q3: 11,631 shares; 2025Q4: 11,861 shares; 2026Q1: 13,371 shares; 2026Q2: 12,850 shares 12,850 $4.79M 0.87% -521 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,906 shares; 2025Q2: 11,906 shares; 2025Q3: 13,896 shares; 2025Q4: 33,012 shares; 2026Q1: 61,053 shares; 2026Q2: 85,120 shares 85,120 $3.6M 0.66% +24,067 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,054 shares; 2025Q2: 61,556 shares; 2025Q3: 72,816 shares; 2025Q4: 75,552 shares; 2026Q1: 75,891 shares; 2026Q2: 96,487 shares 96,487 $3.34M 0.61% +20,596 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF 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: 10,647 shares; 2026Q1: 22,354 shares; 2026Q2: 59,768 shares 59,768 $3.03M 0.55% +37,414 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,732 shares; 2024Q4: 7,047 shares; 2025Q1: 6,860 shares; 2025Q2: 6,860 shares; 2025Q3: 6,515 shares; 2025Q4: 6,515 shares; 2026Q1: 6,476 shares; 2026Q2: 6,476 shares 6,476 $2.65M 0.48% 0 Timeline XLI 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: 8,540 shares; 2024Q4: 8,540 shares; 2025Q1: 9,190 shares; 2025Q2: 9,515 shares; 2025Q3: 9,515 shares; 2025Q4: 12,632 shares; 2026Q1: 12,861 shares; 2026Q2: 13,148 shares 13,148 $2.44M 0.44% +287 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,157 shares; 2025Q2: 19,090 shares; 2025Q3: 19,238 shares; 2025Q4: 29,625 shares; 2026Q1: 34,054 shares; 2026Q2: 52,315 shares 52,315 $2.33M 0.42% +18,261 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,175 shares; 2024Q4: 16,896 shares; 2025Q1: 15,081 shares; 2025Q2: 16,967 shares; 2025Q3: 21,089 shares; 2025Q4: 39,102 shares; 2026Q1: 40,529 shares; 2026Q2: 43,648 shares 43,648 $2.16M 0.39% +3,119 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,016 shares; 2025Q3: 131,893 shares; 2025Q4: 59,710 shares; 2026Q1: 39,170 shares; 2026Q2: 41,175 shares 41,175 $2.07M 0.38% +2,005 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: 7,416 shares; 2024Q4: 7,548 shares; 2025Q1: 7,654 shares; 2025Q2: 7,667 shares; 2025Q3: 7,467 shares; 2025Q4: 7,676 shares; 2026Q1: 8,548 shares; 2026Q2: 8,611 shares 8,611 $2.05M 0.37% +63 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: 6,410 shares; 2024Q4: 6,830 shares; 2025Q1: 7,273 shares; 2025Q2: 9,560 shares; 2025Q3: 9,185 shares; 2025Q4: 9,185 shares; 2026Q1: 9,250 shares; 2026Q2: 9,766 shares 9,766 $1.95M 0.36% +516 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: 9,083 shares; 2024Q4: 3,883 shares; 2025Q1: 6,286 shares; 2025Q2: 6,701 shares; 2025Q3: 3,001 shares; 2025Q4: 3,001 shares; 2026Q1: 3,494 shares; 2026Q2: 4,542 shares 4,542 $1.91M 0.35% +1,048 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: not reported; 2026Q2: 11,824 shares 11,824 $1.73M 0.31% new 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: 1,298 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,733 shares; 2025Q3: 1,833 shares; 2025Q4: 1,871 shares; 2026Q1: 2,004 shares; 2026Q2: 1,608 shares 1,608 $1.71M 0.31% -396 Timeline JAVA 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: 3,168 shares; 2024Q4: 3,168 shares; 2025Q1: 4,368 shares; 2025Q2: 18,068 shares; 2025Q3: 18,068 shares; 2025Q4: 17,768 shares; 2026Q1: 17,768 shares; 2026Q2: 21,441 shares 21,441 $1.7M 0.31% +3,673 Timeline DFCF 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: 8,405 shares; 2026Q1: 26,871 shares; 2026Q2: 39,815 shares 39,815 $1.68M 0.31% +12,944 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,804 shares; 2024Q4: 12,805 shares; 2025Q1: 12,806 shares; 2025Q2: 12,807 shares; 2025Q3: 12,807 shares; 2025Q4: 12,808 shares; 2026Q1: 12,809 shares; 2026Q2: 13,903 shares 13,903 $1.62M 0.3% +1,094 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,250 shares; 2024Q4: 3,980 shares; 2025Q1: 5,280 shares; 2025Q2: 5,640 shares; 2025Q3: 6,223 shares; 2025Q4: 6,223 shares; 2026Q1: 6,371 shares; 2026Q2: 6,589 shares 6,589 $1.6M 0.29% +218 Timeline MGK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,010 shares; 2025Q3: 1,000 shares; 2025Q4: 878 shares; 2026Q1: 1,059 shares; 2026Q2: 17,386 shares 17,386 $1.53M 0.28% +16,327 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: 4,702 shares; 2024Q4: 4,902 shares; 2025Q1: 4,902 shares; 2025Q2: 4,955 shares; 2025Q3: 5,055 shares; 2025Q4: 4,905 shares; 2026Q1: 5,888 shares; 2026Q2: 5,954 shares 5,954 $1.5M 0.27% +66 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: 1,038 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares; 2026Q2: 1,930 shares 1,930 $1.44M 0.26% 0 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: 9,840 shares; 2024Q4: 29,520 shares; 2025Q1: 32,420 shares; 2025Q2: 42,420 shares; 2025Q3: 42,420 shares; 2025Q4: 44,608 shares; 2026Q1: 44,608 shares; 2026Q2: 45,348 shares 45,348 $1.44M 0.26% +740 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: 2,782 shares; 2024Q4: 4,182 shares; 2025Q1: 4,182 shares; 2025Q2: 4,181 shares; 2025Q3: 4,181 shares; 2025Q4: 4,181 shares; 2026Q1: 4,181 shares; 2026Q2: 3,950 shares 3,950 $1.41M 0.26% -231 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 30,432 shares; 2026Q2: 38,664 shares 38,664 $1.36M 0.25% +8,232 Timeline XLF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,431 shares; 2025Q3: 23,335 shares; 2025Q4: 23,335 shares; 2026Q1: 23,786 shares; 2026Q2: 23,786 shares 23,786 $1.28M 0.23% 0 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: 2,240 shares; 2024Q4: 2,293 shares; 2025Q1: 2,304 shares; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,304 shares; 2026Q2: 2,304 shares 2,304 $1.15M 0.21% 0 Timeline ESGV 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: 6,823 shares; 2024Q4: 8,060 shares; 2025Q1: 8,796 shares; 2025Q2: 8,710 shares; 2025Q3: 8,710 shares; 2025Q4: 8,710 shares; 2026Q1: 8,624 shares; 2026Q2: 8,624 shares 8,624 $1.14M 0.21% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,464 shares; 2024Q4: 7,464 shares; 2025Q1: 7,505 shares; 2025Q2: 8,390 shares; 2025Q3: 8,390 shares; 2025Q4: 7,760 shares; 2026Q1: 7,760 shares; 2026Q2: 7,760 shares 7,760 $1.14M 0.21% 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: 4,156 shares; 2024Q4: 4,160 shares; 2025Q1: 4,163 shares; 2025Q2: 4,167 shares; 2025Q3: 4,171 shares; 2025Q4: 4,171 shares; 2026Q1: 4,171 shares; 2026Q2: 3,464 shares 3,464 $1.13M 0.21% -707 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,967 shares; 2025Q2: 17,617 shares; 2025Q3: 17,617 shares; 2025Q4: 18,224 shares; 2026Q1: 17,367 shares; 2026Q2: 21,727 shares 21,727 $1.09M 0.2% +4,360 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: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 940 shares; 2026Q1: 982 shares; 2026Q2: 1,413 shares 1,413 $1.04M 0.19% +431 Timeline RWL 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: 3,388 shares; 2024Q4: 3,388 shares; 2025Q1: 3,595 shares; 2025Q2: 3,802 shares; 2025Q3: 4,041 shares; 2025Q4: 4,863 shares; 2026Q1: 6,141 shares; 2026Q2: 8,113 shares 8,113 $1.04M 0.19% +1,972 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: 6,638 shares; 2024Q4: 6,748 shares; 2025Q1: 6,685 shares; 2025Q2: 6,685 shares; 2025Q3: 6,658 shares; 2025Q4: 6,775 shares; 2026Q1: 7,021 shares; 2026Q2: 7,021 shares 7,021 $1.03M 0.19% 0 Timeline BSMR 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,061 shares; 2025Q3: 16,905 shares; 2025Q4: 32,696 shares; 2026Q1: 36,915 shares; 2026Q2: 41,166 shares 41,166 $973K 0.18% +4,251 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,389 shares; 2024Q4: 15,389 shares; 2025Q1: 15,389 shares; 2025Q2: 15,390 shares; 2025Q3: 15,390 shares; 2025Q4: 15,490 shares; 2026Q1: 15,426 shares; 2026Q2: 15,426 shares 15,426 $970K 0.18% 0 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; 2024Q3: 13,187 shares; 2024Q4: 12,697 shares; 2025Q1: 12,587 shares; 2025Q2: 12,608 shares; 2025Q3: 12,800 shares; 2025Q4: 12,828 shares; 2026Q1: 12,856 shares; 2026Q2: 12,885 shares 12,885 $965K 0.18% +29 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: not reported; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $923K 0.17% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,278 shares; 2024Q4: 3,209 shares; 2025Q1: 3,209 shares; 2025Q2: 3,209 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares; 2026Q1: 3,209 shares; 2026Q2: 3,262 shares 3,262 $882K 0.16% +53 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 11,415 shares; 2025Q4: 23,736 shares; 2026Q1: 23,736 shares; 2026Q2: 23,736 shares 23,736 $864K 0.16% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,360 shares; 2024Q4: 17,548 shares; 2025Q1: 17,548 shares; 2025Q2: 18,756 shares; 2025Q3: 16,945 shares; 2025Q4: 18,117 shares; 2026Q1: 18,938 shares; 2026Q2: 20,720 shares 20,720 $858K 0.16% +1,782 Timeline MGV 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: 4,736 shares; 2024Q4: 4,736 shares; 2025Q1: 4,736 shares; 2025Q2: 5,186 shares; 2025Q3: 5,186 shares; 2025Q4: 5,186 shares; 2026Q1: 5,186 shares; 2026Q2: 5,186 shares 5,186 $848K 0.15% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,918 shares; 2025Q3: 1,937 shares; 2025Q4: 1,918 shares; 2026Q1: 1,918 shares; 2026Q2: 4,639 shares 4,639 $820K 0.15% +2,721 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: 3,140 shares; 2024Q4: 3,151 shares; 2025Q1: 4,362 shares; 2025Q2: 4,372 shares; 2025Q3: 4,383 shares; 2025Q4: 4,519 shares; 2026Q1: 4,502 shares; 2026Q2: 5,841 shares 5,841 $799K 0.15% +1,339 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 9,441 shares; 2025Q4: 31,220 shares; 2026Q1: 21,779 shares; 2026Q2: 29,392 shares 29,392 $776K 0.14% +7,613 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS 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: not reported; 2026Q2: 1,071 shares 1,071 $774K 0.14% new Timeline SCHY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,878 shares; 2025Q4: 22,981 shares; 2026Q1: 22,981 shares; 2026Q2: 23,081 shares 23,081 $732K 0.13% +100 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: 1,925 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 2,398 shares; 2025Q3: 2,638 shares; 2025Q4: 2,614 shares; 2026Q1: 2,771 shares; 2026Q2: 2,771 shares 2,771 $704K 0.13% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,206 shares; 2024Q4: 5,206 shares; 2025Q1: 5,206 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 3,371 shares; 2026Q1: 3,371 shares; 2026Q2: 3,974 shares 3,974 $701K 0.13% +603 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: 1,576 shares; 2024Q4: 1,710 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 1,926 shares; 2026Q1: 1,931 shares; 2026Q2: 1,931 shares 1,931 $682K 0.12% 0 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: 1,897 shares; 2024Q4: 2,951 shares; 2025Q1: 2,951 shares; 2025Q2: 2,609 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: 3,003 shares; 2026Q2: 3,003 shares 3,003 $654K 0.12% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,280 shares; 2026Q2: 22,280 shares 22,280 $645K 0.12% 0 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: 5,320 shares; 2024Q4: 5,455 shares; 2025Q1: 5,455 shares; 2025Q2: 6,855 shares; 2025Q3: 6,855 shares; 2025Q4: 6,855 shares; 2026Q1: 6,855 shares; 2026Q2: 6,855 shares 6,855 $602K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $579K 0.11% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,146 shares 4,146 $579K 0.11% new 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 reported; 2024Q4: 5,548 shares; 2025Q1: 5,548 shares; 2025Q2: 5,960 shares; 2025Q3: 6,047 shares; 2025Q4: 6,070 shares; 2026Q1: 8,071 shares; 2026Q2: 8,071 shares 8,071 $575K 0.1% 0 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 1,119 shares 1,119 $570K 0.1% +569 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: 3,598 shares; 2024Q4: 3,798 shares; 2025Q1: 3,798 shares; 2025Q2: 3,364 shares; 2025Q3: 3,364 shares; 2025Q4: 3,274 shares; 2026Q1: 3,897 shares; 2026Q2: 6,234 shares 6,234 $566K 0.1% +2,337 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,582 shares; 2024Q4: 5,582 shares; 2025Q1: 5,585 shares; 2025Q2: 6,035 shares; 2025Q3: 6,039 shares; 2025Q4: 5,635 shares; 2026Q1: 5,801 shares; 2026Q2: 5,801 shares 5,801 $558K 0.1% 0 Timeline BSMS 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,643 shares; 2025Q3: 13,957 shares; 2025Q4: 23,736 shares; 2026Q1: 28,011 shares; 2026Q2: 23,663 shares 23,663 $555K 0.1% -4,348 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,061 shares; 2024Q4: 3,026 shares; 2025Q1: 4,448 shares; 2025Q2: 4,575 shares; 2025Q3: 4,491 shares; 2025Q4: 4,491 shares; 2026Q1: 4,491 shares; 2026Q2: 4,491 shares 4,491 $540K 0.1% 0 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,060 shares; 2024Q4: 6,060 shares; 2025Q1: 6,060 shares; 2025Q2: 6,060 shares; 2025Q3: 6,060 shares; 2025Q4: 3,660 shares; 2026Q1: 3,660 shares; 2026Q2: 8,151 shares 8,151 $529K 0.1% +4,491 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100 shares; 2024Q4: 3,774 shares; 2025Q1: 3,782 shares; 2025Q2: 3,125 shares; 2025Q3: 3,257 shares; 2025Q4: 3,266 shares; 2026Q1: 3,273 shares; 2026Q2: 3,689 shares 3,689 $525K 0.1% +416 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: 1,318 shares; 2024Q4: 1,320 shares; 2025Q1: 1,323 shares; 2025Q2: 1,291 shares; 2025Q3: 1,436 shares; 2025Q4: 1,788 shares; 2026Q1: 1,833 shares; 2026Q2: 1,836 shares 1,836 $516K 0.09% +3 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: 6,432 shares; 2024Q4: 6,432 shares; 2025Q1: 6,432 shares; 2025Q2: 6,432 shares; 2025Q3: 6,432 shares; 2025Q4: 6,432 shares; 2026Q1: 6,432 shares; 2026Q2: 6,250 shares 6,250 $508K 0.09% -182 Timeline VIGI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,150 shares; 2025Q3: 5,407 shares; 2025Q4: 5,407 shares; 2026Q1: 5,407 shares; 2026Q2: 5,407 shares 5,407 $505K 0.09% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,763 shares; 2025Q2: 24,763 shares; 2025Q3: 24,763 shares; 2025Q4: 24,763 shares; 2026Q1: 24,763 shares; 2026Q2: 24,763 shares 24,763 $504K 0.09% 0 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 4,650 shares; 2025Q4: 4,650 shares; 2026Q1: 4,650 shares; 2026Q2: 9,332 shares 9,332 $498K 0.09% +4,682 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,127 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,372 shares 1,372 $497K 0.09% +272 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: 16,713 shares; 2024Q4: 16,713 shares; 2025Q1: 19,107 shares; 2025Q2: 13,726 shares; 2025Q3: 11,943 shares; 2025Q4: 12,937 shares; 2026Q1: 12,562 shares; 2026Q2: 9,101 shares 9,101 $460K 0.08% -3,461 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: 2,414 shares; 2024Q4: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: 2,414 shares; 2025Q3: 2,414 shares; 2025Q4: 2,414 shares; 2026Q1: 2,414 shares; 2026Q2: 2,414 shares 2,414 $458K 0.08% 0 Timeline MOAT 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: 5,693 shares; 2024Q4: 4,493 shares; 2025Q1: 4,493 shares; 2025Q2: 4,419 shares; 2025Q3: 4,419 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400 $457K 0.08% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,908 shares; 2024Q4: 4,916 shares; 2025Q1: 4,432 shares; 2025Q2: 4,379 shares; 2025Q3: 4,386 shares; 2025Q4: 4,394 shares; 2026Q1: 4,400 shares; 2026Q2: 4,405 shares 4,405 $457K 0.08% +5 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,257 shares; 2024Q4: 7,295 shares; 2025Q1: 7,331 shares; 2025Q2: 7,377 shares; 2025Q3: 7,416 shares; 2025Q4: 7,457 shares; 2026Q1: 7,492 shares; 2026Q2: 7,525 shares 7,525 $455K 0.08% +33 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; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $435K 0.08% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES 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: 5,660 shares; 2026Q1: 5,660 shares; 2026Q2: 5,660 shares 5,660 $431K 0.08% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 828 shares; 2024Q4: 828 shares; 2025Q1: 828 shares; 2025Q2: 828 shares; 2025Q3: not reported; 2025Q4: 828 shares; 2026Q1: 828 shares; 2026Q2: 828 shares 828 $430K 0.08% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: not reported; 2026Q2: 7,032 shares 7,032 $423K 0.08% new 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; 2024Q3: not reported; 2024Q4: 3,423 shares; 2025Q1: 3,426 shares; 2025Q2: 3,429 shares; 2025Q3: 3,431 shares; 2025Q4: 3,434 shares; 2026Q1: 3,436 shares; 2026Q2: 3,506 shares 3,506 $412K 0.07% +70 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; 2024Q3: 1,486 shares; 2024Q4: 1,486 shares; 2025Q1: 1,486 shares; 2025Q2: 1,268 shares; 2025Q3: not reported; 2025Q4: 966 shares; 2026Q1: 966 shares; 2026Q2: 966 shares 966 $412K 0.07% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,650 shares; 2025Q3: 4,650 shares; 2025Q4: 4,650 shares; 2026Q1: 4,650 shares; 2026Q2: 4,650 shares 4,650 $408K 0.07% 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; 2024Q3: 1,791 shares; 2024Q4: 1,791 shares; 2025Q1: 1,791 shares; 2025Q2: 2,191 shares; 2025Q3: 2,191 shares; 2025Q4: 2,191 shares; 2026Q1: 2,191 shares; 2026Q2: 2,191 shares 2,191 $405K 0.07% 0 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,154 shares; 2025Q2: 3,154 shares; 2025Q3: 3,021 shares; 2025Q4: 3,021 shares; 2026Q1: 3,021 shares; 2026Q2: 3,021 shares 3,021 $401K 0.07% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,794 shares; 2025Q3: 3,794 shares; 2025Q4: 3,794 shares; 2026Q1: 3,794 shares; 2026Q2: 3,794 shares 3,794 $392K 0.07% 0 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: 1,876 shares; 2024Q4: 1,876 shares; 2025Q1: 1,901 shares; 2025Q2: 1,876 shares; 2025Q3: 1,942 shares; 2025Q4: 1,876 shares; 2026Q1: 1,876 shares; 2026Q2: 2,138 shares 2,138 $387K 0.07% +262 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 reported; 2024Q4: not reported; 2025Q1: 4,511 shares; 2025Q2: 3,723 shares; 2025Q3: 3,924 shares; 2025Q4: 3,924 shares; 2026Q1: 4,442 shares; 2026Q2: 4,442 shares 4,442 $380K 0.07% 0 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: 1,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares; 2026Q1: 1,598 shares; 2026Q2: 1,598 shares 1,598 $378K 0.07% 0 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: 1,004 shares; 2024Q4: 1,004 shares; 2025Q1: 1,014 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 868 shares; 2026Q1: 1,091 shares; 2026Q2: 1,091 shares 1,091 $374K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,407 shares 4,407 $368K 0.07% new 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: 3,779 shares; 2024Q4: 3,535 shares; 2025Q1: 3,537 shares; 2025Q2: 3,241 shares; 2025Q3: 3,243 shares; 2025Q4: 2,824 shares; 2026Q1: 2,825 shares; 2026Q2: 3,101 shares 3,101 $351K 0.06% +276 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: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 278 shares 278 $333K 0.06% -122 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: 1,923 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,958 shares; 2026Q1: 1,965 shares; 2026Q2: 2,584 shares 2,584 $332K 0.06% +619 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 641 shares 641 $326K 0.06% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,314 shares; 2026Q2: 4,314 shares 4,314 $326K 0.06% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,546 shares; 2026Q1: 1,546 shares; 2026Q2: 1,546 shares 1,546 $323K 0.06% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 739 shares 739 $320K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,907 shares; 2026Q2: 2,907 shares 2,907 $319K 0.06% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,434 shares; 2024Q4: 1,409 shares; 2025Q1: 1,272 shares; 2025Q2: 998 shares; 2025Q3: 904 shares; 2025Q4: 805 shares; 2026Q1: 617 shares; 2026Q2: 3,702 shares 3,702 $319K 0.06% +3,085 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,561 shares; 2024Q4: 8,359 shares; 2025Q1: 8,233 shares; 2025Q2: 7,922 shares; 2025Q3: 7,922 shares; 2025Q4: 7,801 shares; 2026Q1: 7,089 shares; 2026Q2: 6,459 shares 6,459 $317K 0.06% -630 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: 526 shares; 2024Q4: 526 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 526 shares; 2025Q4: 587 shares; 2026Q1: not reported; 2026Q2: 877 shares 877 $309K 0.06% new 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: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: not reported; 2026Q2: 1,367 shares 1,367 $306K 0.06% new 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: not reported; 2026Q2: 259 shares 259 $304K 0.06% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $289K 0.05% new 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: 1,259 shares; 2024Q4: 1,259 shares; 2025Q1: 1,259 shares; 2025Q2: 1,259 shares; 2025Q3: 1,259 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares; 2026Q2: 1,169 shares 1,169 $288K 0.05% 0 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: 1,648 shares; 2024Q4: 1,564 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 1,702 shares; 2026Q2: 1,702 shares 1,702 $282K 0.05% 0 Timeline PGX 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: 25,987 shares; 2024Q4: 25,987 shares; 2025Q1: 25,987 shares; 2025Q2: 25,987 shares; 2025Q3: 25,987 shares; 2025Q4: 25,987 shares; 2026Q1: 25,987 shares; 2026Q2: 25,987 shares 25,987 $282K 0.05% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD 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: not reported; 2026Q2: 9,791 shares 9,791 $280K 0.05% new 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; 2024Q3: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares; 2026Q2: 3,022 shares 3,022 $277K 0.05% +402 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS 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: 62 shares; 2026Q2: 1,550 shares 1,550 $276K 0.05% +1,488 Timeline AVUS 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 reported; 2024Q4: 2,325 shares; 2025Q1: not reported; 2025Q2: 2,142 shares; 2025Q3: 2,142 shares; 2025Q4: 2,142 shares; 2026Q1: 2,142 shares; 2026Q2: 2,142 shares 2,142 $274K 0.05% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: not reported; 2026Q2: 653 shares 653 $272K 0.05% new Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 376 shares; 2026Q2: 376 shares 376 $268K 0.05% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares; 2026Q2: 1,337 shares 1,337 $268K 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 7,600 shares; 2026Q1: 7,600 shares; 2026Q2: 7,600 shares 7,600 $265K 0.05% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: not reported; 2026Q2: 155 shares 155 $263K 0.05% new Timeline ACWI ISHARES TR More: the full row for ISHARES 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: 1,419 shares; 2026Q1: 1,674 shares; 2026Q2: 1,674 shares 1,674 $263K 0.05% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,811 shares; 2026Q1: 1,811 shares; 2026Q2: 1,811 shares 1,811 $262K 0.05% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF 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: not reported; 2026Q2: 5,474 shares 5,474 $258K 0.05% new Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: 6,731 shares; 2025Q4: 6,996 shares; 2026Q1: 6,996 shares; 2026Q2: 6,996 shares 6,996 $257K 0.05% 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: 942 shares; 2024Q4: 942 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: 942 shares; 2026Q2: 942 shares 942 $256K 0.05% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,169 shares; 2024Q4: 5,169 shares; 2025Q1: 5,169 shares; 2025Q2: 5,169 shares; 2025Q3: 5,169 shares; 2025Q4: 5,169 shares; 2026Q1: 5,169 shares; 2026Q2: 6,536 shares 6,536 $254K 0.05% +1,367 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: not reported; 2026Q2: 1,068 shares 1,068 $253K 0.05% new Timeline DE DEERE & CO More: the full row for DEERE & CO 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: 359 shares; 2026Q2: 397 shares 397 $252K 0.05% +38 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800 $245K 0.04% new Timeline ADBE ADOBE INC More: the full row for ADOBE 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: not reported; 2026Q2: 1,147 shares 1,147 $235K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: not reported; 2026Q2: 2,053 shares 2,053 $233K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares; 2026Q1: 1,433 shares; 2026Q2: 1,433 shares 1,433 $232K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 968 shares; 2025Q4: 843 shares; 2026Q1: 1,343 shares; 2026Q2: 617 shares 617 $230K 0.04% -726 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $230K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO 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: not reported; 2026Q2: 1,018 shares 1,018 $220K 0.04% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO 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: not reported; 2026Q2: 621 shares 621 $214K 0.04% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668 shares; 2024Q4: 668 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 668 shares 668 $213K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,774 shares 1,774 $212K 0.04% 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: 4,888 shares; 2024Q4: not reported; 2025Q1: 4,935 shares; 2025Q2: 4,888 shares; 2025Q3: 4,889 shares; 2025Q4: not reported; 2026Q1: 5,281 shares; 2026Q2: 4,927 shares 4,927 $209K 0.04% -354 Timeline VSGX 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,467 shares 2,467 $203K 0.04% new Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: not reported; 2026Q2: 5,400 shares 5,400 $202K 0.04% new Timeline XTIA XTI AEROSPACE INC More: the full row for XTI AEROSPACE 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: 18,500 shares; 2026Q2: 18,500 shares 18,500 $33.5K 0.01% 0 Timeline