BRK-A 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 262 shares; 2026Q2: 262 shares 262 $196M 18.98% 0 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: 53,583 shares; 2024Q4: 53,374 shares; 2025Q1: 54,889 shares; 2025Q2: 55,507 shares; 2025Q3: 56,506 shares; 2025Q4: 57,245 shares; 2026Q1: 260,763 shares; 2026Q2: 315,498 shares 315,498 $75.2M 7.27% +54,735 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: 175,368 shares; 2024Q4: 174,614 shares; 2025Q1: 170,770 shares; 2025Q2: 173,702 shares; 2025Q3: 174,046 shares; 2025Q4: 174,743 shares; 2026Q1: 176,280 shares; 2026Q2: 177,445 shares 177,445 $42M 4.06% +1,165 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: 136,839 shares; 2024Q4: 136,005 shares; 2025Q1: 131,628 shares; 2025Q2: 131,935 shares; 2025Q3: 132,728 shares; 2025Q4: 130,285 shares; 2026Q1: 130,782 shares; 2026Q2: 129,713 shares 129,713 $37.5M 3.63% -1,069 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: 445,491 shares; 2024Q4: 457,140 shares; 2025Q1: 483,526 shares; 2025Q2: 500,891 shares; 2025Q3: 561,721 shares; 2025Q4: 600,440 shares; 2026Q1: 636,839 shares; 2026Q2: 659,801 shares 659,801 $33.4M 3.23% +22,962 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: 85,507 shares; 2024Q4: 85,549 shares; 2025Q1: 85,802 shares; 2025Q2: 86,507 shares; 2025Q3: 85,848 shares; 2025Q4: 83,768 shares; 2026Q1: 82,618 shares; 2026Q2: 92,326 shares 92,326 $33M 3.19% +9,708 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,363 shares; 2024Q4: 207,205 shares; 2025Q1: 217,715 shares; 2025Q2: 227,177 shares; 2025Q3: 249,929 shares; 2025Q4: 261,487 shares; 2026Q1: 287,436 shares; 2026Q2: 294,790 shares 294,790 $29.7M 2.87% +7,354 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: 145,670 shares; 2024Q4: 140,521 shares; 2025Q1: 140,199 shares; 2025Q2: 138,399 shares; 2025Q3: 137,009 shares; 2025Q4: 130,780 shares; 2026Q1: 133,079 shares; 2026Q2: 131,994 shares 131,994 $26.4M 2.55% -1,085 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: 59,745 shares; 2024Q4: 59,865 shares; 2025Q1: 60,247 shares; 2025Q2: 60,247 shares; 2025Q3: 60,012 shares; 2025Q4: 59,485 shares; 2026Q1: 62,069 shares; 2026Q2: 62,158 shares 62,158 $23.2M 2.24% +89 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: 79,726 shares; 2024Q4: 148,703 shares; 2025Q1: 153,406 shares; 2025Q2: 149,736 shares; 2025Q3: 153,737 shares; 2025Q4: 153,286 shares; 2026Q1: 163,709 shares; 2026Q2: 163,580 shares 163,580 $20.7M 2% -129 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: 123,358 shares; 2024Q4: 124,288 shares; 2025Q1: 122,089 shares; 2025Q2: 125,617 shares; 2025Q3: 126,248 shares; 2025Q4: 125,569 shares; 2026Q1: 128,712 shares; 2026Q2: 128,641 shares 128,641 $19.1M 1.85% -71 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: 60,121 shares; 2024Q4: 59,609 shares; 2025Q1: 58,054 shares; 2025Q2: 57,900 shares; 2025Q3: 56,927 shares; 2025Q4: 55,718 shares; 2026Q1: 55,750 shares; 2026Q2: 55,202 shares 55,202 $18.1M 1.75% -548 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: 22,645 shares; 2024Q4: 22,810 shares; 2025Q1: 22,480 shares; 2025Q2: 23,107 shares; 2025Q3: 23,057 shares; 2025Q4: 22,549 shares; 2026Q1: 23,276 shares; 2026Q2: 22,864 shares 22,864 $17.1M 1.65% -412 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: 15,835 shares; 2024Q4: 15,406 shares; 2025Q1: 14,675 shares; 2025Q2: 14,820 shares; 2025Q3: 15,013 shares; 2025Q4: 14,361 shares; 2026Q1: 14,204 shares; 2026Q2: 14,057 shares 14,057 $16.9M 1.63% -147 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: 122,158 shares; 2024Q4: 120,158 shares; 2025Q1: 117,825 shares; 2025Q2: 117,472 shares; 2025Q3: 117,777 shares; 2025Q4: 117,620 shares; 2026Q1: 116,111 shares; 2026Q2: 115,206 shares 115,206 $13M 1.26% -905 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: 51,718 shares; 2024Q4: 49,556 shares; 2025Q1: 49,012 shares; 2025Q2: 48,581 shares; 2025Q3: 48,513 shares; 2025Q4: 49,763 shares; 2026Q1: 49,683 shares; 2026Q2: 49,266 shares 49,266 $12.5M 1.21% -417 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,207 shares; 2024Q4: 24,225 shares; 2025Q1: 23,980 shares; 2025Q2: 23,884 shares; 2025Q3: 23,682 shares; 2025Q4: 23,490 shares; 2026Q1: 23,896 shares; 2026Q2: 23,754 shares 23,754 $12.2M 1.18% -142 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,888 shares; 2024Q4: 207,594 shares; 2025Q1: 203,202 shares; 2025Q2: 212,765 shares; 2025Q3: 212,183 shares; 2025Q4: 208,903 shares; 2026Q1: 208,888 shares; 2026Q2: 208,341 shares 208,341 $11.9M 1.15% -547 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: 98,356 shares; 2024Q4: 98,767 shares; 2025Q1: 99,008 shares; 2025Q2: 98,156 shares; 2025Q3: 98,446 shares; 2025Q4: 96,777 shares; 2026Q1: 99,130 shares; 2026Q2: 94,554 shares 94,554 $11.1M 1.07% -4,576 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: 27,902 shares; 2024Q4: 27,677 shares; 2025Q1: 27,754 shares; 2025Q2: 27,485 shares; 2025Q3: 27,486 shares; 2025Q4: 27,542 shares; 2026Q1: 28,350 shares; 2026Q2: 28,760 shares 28,760 $10.1M 0.98% +410 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: 20,864 shares; 2024Q4: 20,536 shares; 2025Q1: 20,008 shares; 2025Q2: 20,953 shares; 2025Q3: 20,665 shares; 2025Q4: 19,762 shares; 2026Q1: 112,314 shares; 2026Q2: 109,273 shares 109,273 $9.41M 0.91% -3,041 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,094 shares; 2024Q4: 78,109 shares; 2025Q1: 77,497 shares; 2025Q2: 85,723 shares; 2025Q3: 89,967 shares; 2025Q4: 91,753 shares; 2026Q1: 96,963 shares; 2026Q2: 97,208 shares 97,208 $9.39M 0.91% +245 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: 17,076 shares; 2024Q4: 16,973 shares; 2025Q1: 16,704 shares; 2025Q2: 16,764 shares; 2025Q3: 17,296 shares; 2025Q4: 17,343 shares; 2026Q1: 17,449 shares; 2026Q2: 17,472 shares 17,472 $8.74M 0.85% +23 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: 24,105 shares; 2024Q4: 24,591 shares; 2025Q1: 24,046 shares; 2025Q2: 23,999 shares; 2025Q3: 23,691 shares; 2025Q4: 23,242 shares; 2026Q1: 23,346 shares; 2026Q2: 23,543 shares 23,543 $8.53M 0.82% +197 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,835 shares; 2024Q4: 113,700 shares; 2025Q1: 119,770 shares; 2025Q2: 130,280 shares; 2025Q3: 137,725 shares; 2025Q4: 146,400 shares; 2026Q1: 161,855 shares; 2026Q2: 166,800 shares 166,800 $8.39M 0.81% +4,945 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: 24,000 shares; 2024Q4: 23,371 shares; 2025Q1: 23,361 shares; 2025Q2: 23,242 shares; 2025Q3: 23,105 shares; 2025Q4: 22,935 shares; 2026Q1: 22,963 shares; 2026Q2: 22,845 shares 22,845 $8.07M 0.78% -118 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: 18,005 shares; 2024Q4: 17,721 shares; 2025Q1: 17,234 shares; 2025Q2: 18,584 shares; 2025Q3: 19,579 shares; 2025Q4: 39,847 shares; 2026Q1: 42,192 shares; 2026Q2: 42,213 shares 42,213 $8.04M 0.78% +21 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: 140,841 shares; 2024Q4: 141,723 shares; 2025Q1: 145,798 shares; 2025Q2: 148,631 shares; 2025Q3: 152,219 shares; 2025Q4: 161,211 shares; 2026Q1: 151,841 shares; 2026Q2: 151,876 shares 151,876 $7.65M 0.74% +35 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: 31,737 shares; 2024Q4: 31,393 shares; 2025Q1: 30,869 shares; 2025Q2: 30,741 shares; 2025Q3: 30,845 shares; 2025Q4: 30,397 shares; 2026Q1: 30,502 shares; 2026Q2: 30,317 shares 30,317 $7.63M 0.74% -185 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,641 shares; 2024Q4: 7,681 shares; 2025Q1: 7,844 shares; 2025Q2: 8,430 shares; 2025Q3: 9,260 shares; 2025Q4: 9,336 shares; 2026Q1: 10,081 shares; 2026Q2: 9,861 shares 9,861 $7.53M 0.73% -220 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: 84,431 shares; 2024Q4: 84,227 shares; 2025Q1: 83,792 shares; 2025Q2: 86,921 shares; 2025Q3: 89,604 shares; 2025Q4: 90,312 shares; 2026Q1: 92,909 shares; 2026Q2: 92,434 shares 92,434 $7.51M 0.73% -475 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: 43,807 shares; 2024Q4: 43,763 shares; 2025Q1: 43,634 shares; 2025Q2: 44,017 shares; 2025Q3: 45,753 shares; 2025Q4: 45,203 shares; 2026Q1: 46,597 shares; 2026Q2: 46,728 shares 46,728 $6.85M 0.66% +131 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,248 shares; 2024Q4: 11,116 shares; 2025Q1: 11,445 shares; 2025Q2: 11,404 shares; 2025Q3: 11,232 shares; 2025Q4: 11,260 shares; 2026Q1: 11,398 shares; 2026Q2: 11,416 shares 11,416 $6.43M 0.62% +18 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,642 shares; 2024Q4: 13,200 shares; 2025Q1: 12,944 shares; 2025Q2: 13,280 shares; 2025Q3: 15,175 shares; 2025Q4: 16,637 shares; 2026Q1: 20,526 shares; 2026Q2: 21,013 shares 21,013 $6.31M 0.61% +487 Timeline BSCR 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: 224,036 shares; 2024Q4: 240,981 shares; 2025Q1: 255,303 shares; 2025Q2: 261,699 shares; 2025Q3: 287,170 shares; 2025Q4: 307,621 shares; 2026Q1: 311,024 shares; 2026Q2: 312,670 shares 312,670 $6.13M 0.59% +1,646 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: 97,726 shares; 2024Q4: 97,987 shares; 2025Q1: 98,622 shares; 2025Q2: 107,607 shares; 2025Q3: 111,473 shares; 2025Q4: 108,992 shares; 2026Q1: 109,643 shares; 2026Q2: 109,209 shares 109,209 $5.85M 0.57% -434 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,475 shares; 2024Q4: 242,182 shares; 2025Q1: 246,407 shares; 2025Q2: 248,032 shares; 2025Q3: 253,622 shares; 2025Q4: 252,502 shares; 2026Q1: 240,600 shares; 2026Q2: 236,025 shares 236,025 $5.72M 0.55% -4,575 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,792 shares; 2024Q4: 19,192 shares; 2025Q1: 19,782 shares; 2025Q2: 21,297 shares; 2025Q3: 22,162 shares; 2025Q4: 22,372 shares; 2026Q1: 22,616 shares; 2026Q2: 22,566 shares 22,566 $5.69M 0.55% -50 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: 15,578 shares; 2024Q4: 52,938 shares; 2025Q1: 120,609 shares; 2025Q2: 140,180 shares; 2025Q3: 198,745 shares; 2025Q4: 246,336 shares; 2026Q1: 265,848 shares; 2026Q2: 275,727 shares 275,727 $5.62M 0.54% +9,879 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,401 shares; 2024Q4: 32,501 shares; 2025Q1: 32,414 shares; 2025Q2: 32,856 shares; 2025Q3: 35,091 shares; 2025Q4: 35,384 shares; 2026Q1: 36,238 shares; 2026Q2: 36,018 shares 36,018 $5.46M 0.53% -220 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,135 shares; 2024Q4: 83,087 shares; 2025Q1: 85,825 shares; 2025Q2: 88,251 shares; 2025Q3: 94,659 shares; 2025Q4: 100,205 shares; 2026Q1: 101,223 shares; 2026Q2: 100,578 shares 100,578 $5.43M 0.53% -645 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: 19,548 shares; 2024Q4: 19,808 shares; 2025Q1: 19,461 shares; 2025Q2: 19,638 shares; 2025Q3: 19,751 shares; 2025Q4: 19,736 shares; 2026Q1: 20,044 shares; 2026Q2: 20,036 shares 20,036 $5.42M 0.52% -8 Timeline CIBR 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: 61,800 shares; 2024Q4: 62,385 shares; 2025Q1: 60,260 shares; 2025Q2: 60,010 shares; 2025Q3: 59,805 shares; 2025Q4: 59,342 shares; 2026Q1: 60,227 shares; 2026Q2: 59,892 shares 59,892 $5.38M 0.52% -335 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: 24,665 shares; 2024Q4: 25,924 shares; 2025Q1: 26,040 shares; 2025Q2: 25,995 shares; 2025Q3: 26,681 shares; 2025Q4: 27,277 shares; 2026Q1: 28,833 shares; 2026Q2: 28,676 shares 28,676 $4.75M 0.46% -157 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: 23,314 shares; 2024Q4: 23,769 shares; 2025Q1: 23,874 shares; 2025Q2: 24,647 shares; 2025Q3: 24,913 shares; 2025Q4: 24,526 shares; 2026Q1: 25,010 shares; 2026Q2: 25,025 shares 25,025 $4.75M 0.46% +15 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,428 shares; 2024Q4: 130,403 shares; 2025Q1: 137,281 shares; 2025Q2: 142,994 shares; 2025Q3: 152,327 shares; 2025Q4: 163,490 shares; 2026Q1: 172,689 shares; 2026Q2: 181,149 shares 181,149 $4.57M 0.44% +8,460 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,232 shares; 2024Q4: 49,156 shares; 2025Q1: 48,060 shares; 2025Q2: 48,147 shares; 2025Q3: 47,340 shares; 2025Q4: 46,800 shares; 2026Q1: 46,325 shares; 2026Q2: 45,674 shares 45,674 $4.37M 0.42% -651 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,093 shares; 2024Q4: 145,779 shares; 2025Q1: 150,657 shares; 2025Q2: 152,515 shares; 2025Q3: 160,018 shares; 2025Q4: 163,202 shares; 2026Q1: 167,679 shares; 2026Q2: 176,080 shares 176,080 $4.26M 0.41% +8,401 Timeline BSCT 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: 3,000 shares; 2024Q4: 12,810 shares; 2025Q1: 42,275 shares; 2025Q2: 42,947 shares; 2025Q3: 83,991 shares; 2025Q4: 152,007 shares; 2026Q1: 207,386 shares; 2026Q2: 220,918 shares 220,918 $4.1M 0.4% +13,532 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: 25,244 shares; 2024Q4: 26,389 shares; 2025Q1: 26,795 shares; 2025Q2: 29,466 shares; 2025Q3: 29,392 shares; 2025Q4: 29,342 shares; 2026Q1: 30,203 shares; 2026Q2: 30,254 shares 30,254 $4.1M 0.4% +51 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: 45,471 shares; 2024Q4: 45,210 shares; 2025Q1: 45,043 shares; 2025Q2: 44,533 shares; 2025Q3: 44,328 shares; 2025Q4: 44,560 shares; 2026Q1: 44,435 shares; 2026Q2: 44,164 shares 44,164 $4.01M 0.39% -271 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: 28,439 shares; 2024Q4: 29,155 shares; 2025Q1: 28,370 shares; 2025Q2: 28,712 shares; 2025Q3: 28,832 shares; 2025Q4: 28,957 shares; 2026Q1: 29,347 shares; 2026Q2: 29,122 shares 29,122 $3.98M 0.39% -225 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,832 shares; 2024Q4: 19,599 shares; 2025Q1: 21,549 shares; 2025Q2: 24,801 shares; 2025Q3: 25,670 shares; 2025Q4: 27,140 shares; 2026Q1: 34,397 shares; 2026Q2: 35,068 shares 35,068 $3.77M 0.36% +671 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,062 shares; 2024Q4: 38,572 shares; 2025Q1: 36,902 shares; 2025Q2: 36,817 shares; 2025Q3: 36,672 shares; 2025Q4: 36,462 shares; 2026Q1: 35,967 shares; 2026Q2: 35,967 shares 35,967 $3.74M 0.36% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,300 shares; 2024Q4: 92,450 shares; 2025Q1: 102,200 shares; 2025Q2: 106,500 shares; 2025Q3: 115,800 shares; 2025Q4: 133,250 shares; 2026Q1: 144,615 shares; 2026Q2: 158,165 shares 158,165 $3.66M 0.35% +13,550 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,108 shares; 2024Q4: 59,273 shares; 2025Q1: 62,518 shares; 2025Q2: 61,828 shares; 2025Q3: 62,978 shares; 2025Q4: 62,975 shares; 2026Q1: 62,890 shares; 2026Q2: 61,740 shares 61,740 $3.64M 0.35% -1,150 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: 11,327 shares; 2024Q4: 9,547 shares; 2025Q1: 9,327 shares; 2025Q2: 9,587 shares; 2025Q3: 9,731 shares; 2025Q4: 9,738 shares; 2026Q1: 10,063 shares; 2026Q2: 9,692 shares 9,692 $3.57M 0.35% -371 Timeline GCOW 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: 63,299 shares; 2024Q4: 68,244 shares; 2025Q1: 71,614 shares; 2025Q2: 73,129 shares; 2025Q3: 75,744 shares; 2025Q4: 76,599 shares; 2026Q1: 78,709 shares; 2026Q2: 80,510 shares 80,510 $3.49M 0.34% +1,801 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: 15,519 shares; 2024Q4: 15,394 shares; 2025Q1: 15,454 shares; 2025Q2: 15,139 shares; 2025Q3: 15,079 shares; 2025Q4: 14,955 shares; 2026Q1: 14,667 shares; 2026Q2: 14,592 shares 14,592 $3.27M 0.32% -75 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: 11,168 shares; 2024Q4: 11,328 shares; 2025Q1: 11,553 shares; 2025Q2: 11,408 shares; 2025Q3: 11,226 shares; 2025Q4: 10,984 shares; 2026Q1: 11,748 shares; 2026Q2: 11,736 shares 11,736 $3.19M 0.31% -12 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,478 shares; 2024Q4: 63,931 shares; 2025Q1: 62,760 shares; 2025Q2: 62,160 shares; 2025Q3: 60,480 shares; 2025Q4: 59,115 shares; 2026Q1: 56,598 shares; 2026Q2: 56,313 shares 56,313 $3.05M 0.3% -285 Timeline XLC 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: 17,013 shares; 2024Q4: 17,529 shares; 2025Q1: 17,509 shares; 2025Q2: 22,136 shares; 2025Q3: 25,137 shares; 2025Q4: 26,787 shares; 2026Q1: 28,097 shares; 2026Q2: 28,137 shares 28,137 $3.01M 0.29% +40 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: 3,805 shares; 2024Q4: 3,786 shares; 2025Q1: 3,909 shares; 2025Q2: 4,074 shares; 2025Q3: 4,101 shares; 2025Q4: 4,196 shares; 2026Q1: 4,336 shares; 2026Q2: 4,339 shares 4,339 $2.98M 0.29% +3 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,600 shares; 2024Q4: 59,550 shares; 2025Q1: 74,450 shares; 2025Q2: 81,250 shares; 2025Q3: 90,950 shares; 2025Q4: 100,900 shares; 2026Q1: 118,700 shares; 2026Q2: 136,250 shares 136,250 $2.97M 0.29% +17,550 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,523 shares; 2024Q4: 31,597 shares; 2025Q1: 30,729 shares; 2025Q2: 30,412 shares; 2025Q3: 29,436 shares; 2025Q4: 29,133 shares; 2026Q1: 35,268 shares; 2026Q2: 36,167 shares 36,167 $2.97M 0.29% +899 Timeline BSCQ 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: 148,196 shares; 2024Q4: 152,207 shares; 2025Q1: 155,428 shares; 2025Q2: 155,785 shares; 2025Q3: 156,534 shares; 2025Q4: 157,529 shares; 2026Q1: 154,839 shares; 2026Q2: 152,044 shares 152,044 $2.97M 0.29% -2,795 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: 10,392 shares; 2024Q4: 10,693 shares; 2025Q1: 11,043 shares; 2025Q2: 13,239 shares; 2025Q3: 13,909 shares; 2025Q4: 13,840 shares; 2026Q1: 14,662 shares; 2026Q2: 14,782 shares 14,782 $2.74M 0.26% +120 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,695 shares; 2024Q4: 9,545 shares; 2025Q1: 15,510 shares; 2025Q2: 17,480 shares; 2025Q3: 24,035 shares; 2025Q4: 38,935 shares; 2026Q1: 52,265 shares; 2026Q2: 55,340 shares 55,340 $2.73M 0.26% +3,075 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: 37,688 shares; 2024Q4: 38,916 shares; 2025Q1: 39,673 shares; 2025Q2: 40,483 shares; 2025Q3: 39,826 shares; 2025Q4: 46,340 shares; 2026Q1: 51,854 shares; 2026Q2: 53,058 shares 53,058 $2.68M 0.26% +1,204 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: 26,111 shares; 2024Q4: 28,563 shares; 2025Q1: 28,663 shares; 2025Q2: 28,523 shares; 2025Q3: 29,184 shares; 2025Q4: 58,708 shares; 2026Q1: 58,417 shares; 2026Q2: 58,047 shares 58,047 $2.63M 0.25% -370 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,783 shares; 2024Q4: 30,073 shares; 2025Q1: 30,224 shares; 2025Q2: 34,475 shares; 2025Q3: 37,250 shares; 2025Q4: 37,956 shares; 2026Q1: 38,396 shares; 2026Q2: 38,497 shares 38,497 $2.58M 0.25% +101 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,219 shares; 2024Q4: 24,712 shares; 2025Q1: 26,442 shares; 2025Q2: 26,832 shares; 2025Q3: 28,307 shares; 2025Q4: 29,107 shares; 2026Q1: 31,902 shares; 2026Q2: 32,501 shares 32,501 $2.57M 0.25% +599 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,915 shares; 2024Q4: 3,832 shares; 2025Q1: 3,794 shares; 2025Q2: 3,645 shares; 2025Q3: 3,554 shares; 2025Q4: 35,065 shares; 2026Q1: 35,710 shares; 2026Q2: 35,750 shares 35,750 $2.55M 0.25% +40 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,873 shares; 2024Q4: 55,838 shares; 2025Q1: 55,338 shares; 2025Q2: 54,338 shares; 2025Q3: 51,942 shares; 2025Q4: 49,400 shares; 2026Q1: 49,400 shares; 2026Q2: 49,400 shares 49,400 $2.46M 0.24% 0 Timeline XLP 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: 28,174 shares; 2024Q4: 25,734 shares; 2025Q1: 25,815 shares; 2025Q2: 26,801 shares; 2025Q3: 27,849 shares; 2025Q4: 28,972 shares; 2026Q1: 29,365 shares; 2026Q2: 29,442 shares 29,442 $2.45M 0.24% +77 Timeline XLE 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: 14,722 shares; 2024Q4: 15,963 shares; 2025Q1: 16,578 shares; 2025Q2: 18,269 shares; 2025Q3: 18,859 shares; 2025Q4: 38,525 shares; 2026Q1: 42,235 shares; 2026Q2: 43,081 shares 43,081 $2.29M 0.22% +846 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,125 shares; 2024Q4: 12,345 shares; 2025Q1: 12,040 shares; 2025Q2: 12,400 shares; 2025Q3: 12,830 shares; 2025Q4: 13,130 shares; 2026Q1: 13,685 shares; 2026Q2: 13,685 shares 13,685 $2.28M 0.22% 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: 4,291 shares; 2024Q4: 4,346 shares; 2025Q1: 4,344 shares; 2025Q2: 4,427 shares; 2025Q3: 4,331 shares; 2025Q4: 2,815 shares; 2026Q1: 2,894 shares; 2026Q2: 3,043 shares 3,043 $2.28M 0.22% +149 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: 14,386 shares; 2024Q4: 14,386 shares; 2025Q1: 14,312 shares; 2025Q2: 14,289 shares; 2025Q3: 14,289 shares; 2025Q4: 14,289 shares; 2026Q1: 14,288 shares; 2026Q2: 14,288 shares 14,288 $2.23M 0.22% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,639 shares; 2024Q4: 12,635 shares; 2025Q1: 12,469 shares; 2025Q2: 12,557 shares; 2025Q3: 14,719 shares; 2025Q4: 14,276 shares; 2026Q1: 13,828 shares; 2026Q2: 14,163 shares 14,163 $2.22M 0.21% +335 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: 24,094 shares; 2024Q4: 23,906 shares; 2025Q1: 23,474 shares; 2025Q2: 22,798 shares; 2025Q3: 22,754 shares; 2025Q4: 22,036 shares; 2026Q1: 22,267 shares; 2026Q2: 22,784 shares 22,784 $2.19M 0.21% +517 Timeline XLY 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: 7,530 shares; 2024Q4: 7,615 shares; 2025Q1: 7,395 shares; 2025Q2: 8,404 shares; 2025Q3: 8,599 shares; 2025Q4: 17,529 shares; 2026Q1: 18,583 shares; 2026Q2: 18,384 shares 18,384 $2.16M 0.21% -199 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,380 shares; 2024Q4: 24,322 shares; 2025Q1: 24,335 shares; 2025Q2: 24,635 shares; 2025Q3: 24,885 shares; 2025Q4: 24,721 shares; 2026Q1: 25,470 shares; 2026Q2: 25,610 shares 25,610 $2.12M 0.2% +140 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,305 shares; 2024Q4: 34,359 shares; 2025Q1: 34,456 shares; 2025Q2: 34,526 shares; 2025Q3: 34,623 shares; 2025Q4: 34,198 shares; 2026Q1: 34,300 shares; 2026Q2: 34,339 shares 34,339 $2.09M 0.2% +39 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,314 shares; 2024Q4: 43,060 shares; 2025Q1: 40,883 shares; 2025Q2: 40,428 shares; 2025Q3: 40,436 shares; 2025Q4: 40,161 shares; 2026Q1: 38,583 shares; 2026Q2: 40,601 shares 40,601 $2.05M 0.2% +2,018 Timeline IBDW 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: 3,900 shares; 2025Q1: 10,700 shares; 2025Q2: 23,400 shares; 2025Q3: 36,550 shares; 2025Q4: 62,505 shares; 2026Q1: 77,790 shares; 2026Q2: 97,590 shares 97,590 $2.03M 0.2% +19,800 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,656 shares; 2024Q4: 34,115 shares; 2025Q1: 41,544 shares; 2025Q2: 43,251 shares; 2025Q3: 45,061 shares; 2025Q4: 39,193 shares; 2026Q1: 46,171 shares; 2026Q2: 49,071 shares 49,071 $2.01M 0.19% +2,900 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: 6,898 shares; 2024Q4: 6,789 shares; 2025Q1: 6,790 shares; 2025Q2: 6,457 shares; 2025Q3: 6,420 shares; 2025Q4: 6,262 shares; 2026Q1: 6,551 shares; 2026Q2: 6,610 shares 6,610 $1.86M 0.18% +59 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,011 shares; 2024Q4: 11,717 shares; 2025Q1: 13,219 shares; 2025Q2: 13,723 shares; 2025Q3: 14,477 shares; 2025Q4: 14,483 shares; 2026Q1: 17,788 shares; 2026Q2: 18,289 shares 18,289 $1.85M 0.18% +501 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: 42,356 shares; 2024Q4: 43,530 shares; 2025Q1: 43,833 shares; 2025Q2: 44,315 shares; 2025Q3: 41,505 shares; 2025Q4: 43,046 shares; 2026Q1: 43,272 shares; 2026Q2: 43,550 shares 43,550 $1.84M 0.18% +278 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: 3,984 shares; 2024Q4: 3,984 shares; 2025Q1: 4,015 shares; 2025Q2: 4,015 shares; 2025Q3: 3,645 shares; 2025Q4: 3,645 shares; 2026Q1: 14,580 shares; 2026Q2: 14,580 shares 14,580 $1.81M 0.18% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 7,946 shares 7,946 $1.78M 0.17% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL 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: not reported; 2026Q2: 7,934 shares 7,934 $1.75M 0.17% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,521 shares; 2024Q4: 5,491 shares; 2025Q1: 5,496 shares; 2025Q2: 5,462 shares; 2025Q3: 5,467 shares; 2025Q4: 5,390 shares; 2026Q1: 5,378 shares; 2026Q2: 5,140 shares 5,140 $1.74M 0.17% -238 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: 14,859 shares; 2024Q4: 14,618 shares; 2025Q1: 14,368 shares; 2025Q2: 14,368 shares; 2025Q3: 13,868 shares; 2025Q4: 16,810 shares; 2026Q1: 17,810 shares; 2026Q2: 17,810 shares 17,810 $1.63M 0.16% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,579 shares; 2025Q1: 1,619 shares; 2025Q2: 1,626 shares; 2025Q3: 1,536 shares; 2025Q4: 1,534 shares; 2026Q1: 1,563 shares; 2026Q2: 1,578 shares 1,578 $1.52M 0.15% +15 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 15,029 shares; 2025Q4: 15,029 shares; 2026Q1: 15,029 shares; 2026Q2: 15,019 shares 15,019 $1.5M 0.15% -10 Timeline BSCU 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: 3,200 shares; 2025Q1: 9,779 shares; 2025Q2: not reported; 2025Q3: 11,339 shares; 2025Q4: 19,820 shares; 2026Q1: 59,816 shares; 2026Q2: 86,491 shares 86,491 $1.44M 0.14% +26,675 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: 10,298 shares; 2024Q4: 10,038 shares; 2025Q1: 9,273 shares; 2025Q2: 9,073 shares; 2025Q3: 8,973 shares; 2025Q4: 9,223 shares; 2026Q1: 8,824 shares; 2026Q2: 8,824 shares 8,824 $1.43M 0.14% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,156 shares; 2024Q4: 6,307 shares; 2025Q1: 6,220 shares; 2025Q2: 6,220 shares; 2025Q3: 6,211 shares; 2025Q4: 6,167 shares; 2026Q1: 6,157 shares; 2026Q2: 6,162 shares 6,162 $1.4M 0.14% +5 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,083 shares; 2024Q4: 9,382 shares; 2025Q1: 9,745 shares; 2025Q2: 10,464 shares; 2025Q3: 11,380 shares; 2025Q4: 12,105 shares; 2026Q1: 12,112 shares; 2026Q2: 12,312 shares 12,312 $1.33M 0.13% +200 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: 18,019 shares; 2024Q4: 18,019 shares; 2025Q1: 18,217 shares; 2025Q2: 21,217 shares; 2025Q3: 21,198 shares; 2025Q4: 21,198 shares; 2026Q1: 18,198 shares; 2026Q2: 18,198 shares 18,198 $1.3M 0.13% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,708 shares; 2024Q4: 11,409 shares; 2025Q1: 11,372 shares; 2025Q2: 11,073 shares; 2025Q3: 11,073 shares; 2025Q4: 11,074 shares; 2026Q1: 10,949 shares; 2026Q2: 10,909 shares 10,909 $1.28M 0.12% -40 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: 1,449 shares; 2024Q4: 1,449 shares; 2025Q1: 1,430 shares; 2025Q2: 1,393 shares; 2025Q3: 1,373 shares; 2025Q4: 1,341 shares; 2026Q1: 1,334 shares; 2026Q2: 1,337 shares 1,337 $1.25M 0.12% +3 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,485 shares; 2024Q4: 24,484 shares; 2025Q1: 23,884 shares; 2025Q2: 23,884 shares; 2025Q3: 22,884 shares; 2025Q4: 22,784 shares; 2026Q1: 22,284 shares; 2026Q2: 21,784 shares 21,784 $1.23M 0.12% -500 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 13,526 shares; 2025Q2: 16,606 shares; 2025Q3: 18,556 shares; 2025Q4: 17,841 shares; 2026Q1: 16,180 shares; 2026Q2: 16,930 shares 16,930 $1.22M 0.12% +750 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,120 shares; 2024Q4: 9,485 shares; 2025Q1: 9,250 shares; 2025Q2: 9,170 shares; 2025Q3: 9,036 shares; 2025Q4: 7,949 shares; 2026Q1: 7,744 shares; 2026Q2: 7,934 shares 7,934 $1.2M 0.12% +190 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: 8,663 shares; 2024Q4: 8,099 shares; 2025Q1: 8,103 shares; 2025Q2: 7,909 shares; 2025Q3: 7,883 shares; 2025Q4: 8,071 shares; 2026Q1: 8,283 shares; 2026Q2: 8,170 shares 8,170 $1.2M 0.12% -113 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: 1,232 shares; 2024Q4: 1,182 shares; 2025Q1: 1,182 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares; 2026Q2: 1,070 shares 1,070 $1.14M 0.11% -47 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,109 shares; 2024Q4: 8,485 shares; 2025Q1: 8,745 shares; 2025Q2: 8,978 shares; 2025Q3: 9,155 shares; 2025Q4: 9,282 shares; 2026Q1: 9,422 shares; 2026Q2: 9,481 shares 9,481 $1.13M 0.11% +59 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,511 shares; 2024Q4: 11,361 shares; 2025Q1: 10,841 shares; 2025Q2: 10,647 shares; 2025Q3: 10,647 shares; 2025Q4: 10,522 shares; 2026Q1: 10,322 shares; 2026Q2: 10,172 shares 10,172 $1.11M 0.11% -150 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: 9,913 shares; 2024Q4: 10,838 shares; 2025Q1: 12,046 shares; 2025Q2: 12,271 shares; 2025Q3: 13,201 shares; 2025Q4: 13,113 shares; 2026Q1: 13,833 shares; 2026Q2: 14,038 shares 14,038 $1.1M 0.11% +205 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: 13,807 shares; 2024Q4: 13,537 shares; 2025Q1: 10,911 shares; 2025Q2: 10,528 shares; 2025Q3: 9,901 shares; 2025Q4: 9,446 shares; 2026Q1: 9,321 shares; 2026Q2: 9,321 shares 9,321 $1.07M 0.1% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,859 shares; 2024Q4: 10,879 shares; 2025Q1: 11,127 shares; 2025Q2: 10,228 shares; 2025Q3: 10,212 shares; 2025Q4: 10,131 shares; 2026Q1: 10,111 shares; 2026Q2: 10,171 shares 10,171 $1.06M 0.1% +60 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,432 shares; 2024Q4: 4,572 shares; 2025Q1: 4,917 shares; 2025Q2: 4,947 shares; 2025Q3: 4,627 shares; 2025Q4: 4,787 shares; 2026Q1: 5,194 shares; 2026Q2: 5,259 shares 5,259 $1.02M 0.1% +65 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,682 shares; 2024Q4: 4,683 shares; 2025Q1: 4,636 shares; 2025Q2: 4,653 shares; 2025Q3: 4,653 shares; 2025Q4: 4,753 shares; 2026Q1: 4,653 shares; 2026Q2: 4,574 shares 4,574 $1.01M 0.1% -79 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,360 shares; 2024Q4: 13,960 shares; 2025Q1: 12,420 shares; 2025Q2: 12,420 shares; 2025Q3: 17,285 shares; 2025Q4: 18,985 shares; 2026Q1: 18,985 shares; 2026Q2: 19,785 shares 19,785 $994K 0.1% +800 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,605 shares; 2025Q2: 17,190 shares; 2025Q3: 20,231 shares; 2025Q4: 22,231 shares; 2026Q1: 23,506 shares; 2026Q2: 23,430 shares 23,430 $988K 0.1% -76 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: 14,720 shares; 2024Q4: 14,740 shares; 2025Q1: 13,256 shares; 2025Q2: 13,266 shares; 2025Q3: 13,476 shares; 2025Q4: 13,492 shares; 2026Q1: 13,110 shares; 2026Q2: 12,753 shares 12,753 $983K 0.1% -357 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,810 shares; 2025Q1: 2,800 shares; 2025Q2: 3,492 shares; 2025Q3: 3,387 shares; 2025Q4: 3,217 shares; 2026Q1: 3,468 shares; 2026Q2: 3,272 shares 3,272 $975K 0.09% -196 Timeline XLV 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: 6,001 shares; 2024Q4: 5,952 shares; 2025Q1: 5,905 shares; 2025Q2: 5,929 shares; 2025Q3: 5,929 shares; 2025Q4: 5,939 shares; 2026Q1: 5,939 shares; 2026Q2: 6,039 shares 6,039 $958K 0.09% +100 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389 shares; 2024Q4: 392 shares; 2025Q1: 395 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405 shares; 2026Q1: 24,364 shares; 2026Q2: 24,373 shares 24,373 $883K 0.09% +9 Timeline XLB 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: 8,724 shares; 2024Q4: 8,684 shares; 2025Q1: 8,431 shares; 2025Q2: 8,431 shares; 2025Q3: 8,431 shares; 2025Q4: 16,702 shares; 2026Q1: 16,652 shares; 2026Q2: 16,652 shares 16,652 $846K 0.08% 0 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: 58,997 shares; 2024Q4: 56,785 shares; 2025Q1: 49,161 shares; 2025Q2: 47,636 shares; 2025Q3: 43,946 shares; 2025Q4: 38,692 shares; 2026Q1: 35,753 shares; 2026Q2: 33,494 shares 33,494 $807K 0.08% -2,259 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $805K 0.08% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,440 shares; 2024Q4: 9,484 shares; 2025Q1: 9,462 shares; 2025Q2: 9,462 shares; 2025Q3: 9,380 shares; 2025Q4: 9,192 shares; 2026Q1: 9,056 shares; 2026Q2: 9,058 shares 9,058 $796K 0.08% +2 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415 shares; 2024Q4: 416 shares; 2025Q1: 401 shares; 2025Q2: 571 shares; 2025Q3: 557 shares; 2025Q4: 807 shares; 2026Q1: 792 shares; 2026Q2: 767 shares 767 $776K 0.08% -25 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: 1,952 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: 2,060 shares; 2025Q3: 2,075 shares; 2025Q4: 1,945 shares; 2026Q1: 1,944 shares; 2026Q2: 1,944 shares 1,944 $727K 0.07% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,865 shares; 2024Q4: 9,815 shares; 2025Q1: 9,765 shares; 2025Q2: 9,860 shares; 2025Q3: 9,885 shares; 2025Q4: 9,760 shares; 2026Q1: 9,725 shares; 2026Q2: 9,725 shares 9,725 $713K 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: 2,264 shares; 2024Q4: 2,264 shares; 2025Q1: 2,271 shares; 2025Q2: 2,098 shares; 2025Q3: 2,098 shares; 2025Q4: 2,098 shares; 2026Q1: 2,139 shares; 2026Q2: 2,036 shares 2,036 $699K 0.07% -103 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,232 shares; 2024Q4: 7,324 shares; 2025Q1: 6,734 shares; 2025Q2: 6,994 shares; 2025Q3: 6,144 shares; 2025Q4: 5,567 shares; 2026Q1: 5,072 shares; 2026Q2: 5,067 shares 5,067 $697K 0.07% -5 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,763 shares; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,263 shares; 2026Q1: 12,512 shares; 2026Q2: 12,837 shares 12,837 $673K 0.07% +325 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: 6,591 shares; 2024Q4: 6,600 shares; 2025Q1: 6,380 shares; 2025Q2: 6,180 shares; 2025Q3: 4,984 shares; 2025Q4: 4,984 shares; 2026Q1: 4,984 shares; 2026Q2: 4,984 shares 4,984 $640K 0.06% 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: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: not reported; 2026Q2: 7,289 shares 7,289 $640K 0.06% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,133 shares; 2024Q4: 1,195 shares; 2025Q1: 1,347 shares; 2025Q2: 2,977 shares; 2025Q3: 2,955 shares; 2025Q4: 2,911 shares; 2026Q1: 1,498 shares; 2026Q2: 1,704 shares 1,704 $631K 0.06% +206 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: 493 shares; 2024Q4: 518 shares; 2025Q1: 506 shares; 2025Q2: 513 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 518 shares 518 $609K 0.06% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares; 2026Q1: 3,580 shares; 2026Q2: 3,580 shares 3,580 $588K 0.06% 0 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: 6,437 shares; 2024Q4: 19,576 shares; 2025Q1: 19,606 shares; 2025Q2: 19,841 shares; 2025Q3: 19,841 shares; 2025Q4: 19,781 shares; 2026Q1: 19,881 shares; 2026Q2: 19,881 shares 19,881 $585K 0.06% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,825 shares; 2024Q4: 2,825 shares; 2025Q1: 2,825 shares; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: 3,025 shares; 2026Q1: 2,825 shares; 2026Q2: 2,825 shares 2,825 $585K 0.06% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,883 shares; 2024Q4: 2,883 shares; 2025Q1: 2,883 shares; 2025Q2: 2,833 shares; 2025Q3: 2,833 shares; 2025Q4: 2,658 shares; 2026Q1: 2,657 shares; 2026Q2: 2,617 shares 2,617 $557K 0.05% -40 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,368 shares; 2025Q1: 3,348 shares; 2025Q2: 3,372 shares; 2025Q3: 3,188 shares; 2025Q4: 3,188 shares; 2026Q1: 3,060 shares; 2026Q2: 3,219 shares 3,219 $547K 0.05% +159 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: 1,104 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,104 shares; 2026Q1: 921 shares; 2026Q2: 921 shares 921 $535K 0.05% 0 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: 823 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares; 2026Q1: 723 shares; 2026Q2: 723 shares 723 $523K 0.05% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares; 2026Q1: 1,675 shares; 2026Q2: 1,614 shares 1,614 $508K 0.05% -61 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,500 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $505K 0.05% 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: 1,361 shares; 2024Q4: 1,361 shares; 2025Q1: 1,161 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,189 shares; 2026Q1: 1,179 shares; 2026Q2: 1,179 shares 1,179 $496K 0.05% 0 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: 8,393 shares; 2024Q4: 8,393 shares; 2025Q1: 8,393 shares; 2025Q2: 8,008 shares; 2025Q3: 8,008 shares; 2025Q4: 8,008 shares; 2026Q1: 8,008 shares; 2026Q2: 8,008 shares 8,008 $484K 0.05% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,585 shares; 2024Q4: 6,185 shares; 2025Q1: 6,185 shares; 2025Q2: 6,085 shares; 2025Q3: 6,160 shares; 2025Q4: 5,910 shares; 2026Q1: 5,910 shares; 2026Q2: 5,760 shares 5,760 $481K 0.05% -150 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: 22,125 shares; 2024Q4: 22,185 shares; 2025Q1: 25,195 shares; 2025Q2: 25,242 shares; 2025Q3: 24,256 shares; 2025Q4: 22,875 shares; 2026Q1: 22,607 shares; 2026Q2: 22,468 shares 22,468 $465K 0.04% -139 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: 2,712 shares; 2024Q4: 2,712 shares; 2025Q1: 2,454 shares; 2025Q2: 2,454 shares; 2025Q3: 2,454 shares; 2025Q4: 2,454 shares; 2026Q1: 2,454 shares; 2026Q2: 2,454 shares 2,454 $444K 0.04% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,005 shares; 2026Q1: 3,805 shares; 2026Q2: 4,205 shares 4,205 $430K 0.04% +400 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: 454 shares; 2024Q4: 455 shares; 2025Q1: 574 shares; 2025Q2: 569 shares; 2025Q3: 568 shares; 2025Q4: 573 shares; 2026Q1: 572 shares; 2026Q2: 575 shares 575 $423K 0.04% +3 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: 762 shares; 2024Q4: 727 shares; 2025Q1: 707 shares; 2025Q2: 2,242 shares; 2025Q3: 2,137 shares; 2025Q4: 2,127 shares; 2026Q1: 4,432 shares; 2026Q2: 3,532 shares 3,532 $422K 0.04% -900 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,220 shares; 2024Q4: 7,020 shares; 2025Q1: 6,535 shares; 2025Q2: 6,535 shares; 2025Q3: not reported; 2025Q4: 6,535 shares; 2026Q1: 6,435 shares; 2026Q2: 6,435 shares 6,435 $415K 0.04% 0 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: 704 shares; 2024Q4: 654 shares; 2025Q1: 654 shares; 2025Q2: 654 shares; 2025Q3: not reported; 2025Q4: 654 shares; 2026Q1: 653 shares; 2026Q2: 653 shares 653 $414K 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,210 shares; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 7,150 shares; 2026Q1: 7,150 shares; 2026Q2: 7,150 shares 7,150 $412K 0.04% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares; 2026Q2: 3,900 shares 3,900 $410K 0.04% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,385 shares; 2024Q4: 5,385 shares; 2025Q1: 5,385 shares; 2025Q2: 5,385 shares; 2025Q3: 5,385 shares; 2025Q4: 5,385 shares; 2026Q1: 5,385 shares; 2026Q2: 5,385 shares 5,385 $408K 0.04% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,269 shares; 2024Q4: 3,269 shares; 2025Q1: 3,208 shares; 2025Q2: 3,208 shares; 2025Q3: 3,208 shares; 2025Q4: 3,208 shares; 2026Q1: 3,207 shares; 2026Q2: 3,207 shares 3,207 $399K 0.04% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,418 shares; 2024Q4: 1,338 shares; 2025Q1: 1,313 shares; 2025Q2: 1,273 shares; 2025Q3: 1,198 shares; 2025Q4: 1,063 shares; 2026Q1: 1,013 shares; 2026Q2: 998 shares 998 $393K 0.04% -15 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,391 shares; 2025Q3: 2,391 shares; 2025Q4: 2,375 shares; 2026Q1: 2,360 shares; 2026Q2: 2,320 shares 2,320 $392K 0.04% -40 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,305 shares; 2024Q4: 1,255 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: not reported; 2025Q4: 1,155 shares; 2026Q1: 1,055 shares; 2026Q2: 1,055 shares 1,055 $391K 0.04% 0 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II 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: 11,347 shares 11,347 $379K 0.04% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,409 shares; 2024Q4: 1,409 shares; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,389 shares; 2026Q2: 1,389 shares 1,389 $376K 0.04% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,725 shares; 2024Q4: 1,655 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares; 2026Q1: 1,725 shares; 2026Q2: 1,525 shares 1,525 $375K 0.04% -200 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 2,074 shares 2,074 $354K 0.03% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,052 shares; 2024Q4: 10,052 shares; 2025Q1: 9,552 shares; 2025Q2: 9,552 shares; 2025Q3: 9,252 shares; 2025Q4: 8,661 shares; 2026Q1: 7,661 shares; 2026Q2: 6,441 shares 6,441 $344K 0.03% -1,220 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS 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: 20 shares; 2026Q1: not reported; 2026Q2: 11,048 shares 11,048 $336K 0.03% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,553 shares; 2024Q4: 1,553 shares; 2025Q1: 1,553 shares; 2025Q2: 1,516 shares; 2025Q3: not reported; 2025Q4: 1,516 shares; 2026Q1: 1,515 shares; 2026Q2: 1,515 shares 1,515 $335K 0.03% 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: 5,319 shares; 2024Q4: 5,319 shares; 2025Q1: 4,479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,366 shares; 2026Q1: 2,376 shares; 2026Q2: 2,376 shares 2,376 $332K 0.03% 0 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 4,000 shares; 2025Q1: 4,210 shares; 2025Q2: 4,210 shares; 2025Q3: not reported; 2025Q4: 4,180 shares; 2026Q1: 4,870 shares; 2026Q2: 4,820 shares 4,820 $327K 0.03% -50 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: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: not reported; 2025Q4: 2,274 shares; 2026Q1: 2,274 shares; 2026Q2: 2,274 shares 2,274 $326K 0.03% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,980 shares; 2024Q4: 5,980 shares; 2025Q1: 9,230 shares; 2025Q2: 9,230 shares; 2025Q3: 9,230 shares; 2025Q4: 9,230 shares; 2026Q1: 9,230 shares; 2026Q2: 9,230 shares 9,230 $321K 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455 shares; 2024Q4: 1,455 shares; 2025Q1: 1,460 shares; 2025Q2: 1,469 shares; 2025Q3: 1,469 shares; 2025Q4: 1,464 shares; 2026Q1: 1,464 shares; 2026Q2: 1,464 shares 1,464 $320K 0.03% 0 Timeline VDE 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $315K 0.03% 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: 1,056 shares; 2024Q4: 1,156 shares; 2025Q1: 1,206 shares; 2025Q2: 2,056 shares; 2025Q3: 2,181 shares; 2025Q4: 2,181 shares; 2026Q1: 1,431 shares; 2026Q2: 1,431 shares 1,431 $312K 0.03% 0 Timeline IEUR 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: 4,146 shares; 2025Q1: 4,146 shares; 2025Q2: 4,146 shares; 2025Q3: not reported; 2025Q4: 4,146 shares; 2026Q1: 4,146 shares; 2026Q2: 4,146 shares 4,146 $312K 0.03% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: not reported; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $304K 0.03% 0 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: 7,119 shares; 2024Q4: 14,288 shares; 2025Q1: 14,288 shares; 2025Q2: 13,388 shares; 2025Q3: 13,313 shares; 2025Q4: 13,313 shares; 2026Q1: 12,513 shares; 2026Q2: 10,948 shares 10,948 $303K 0.03% -1,565 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: 4,392 shares; 2024Q4: 4,592 shares; 2025Q1: 4,334 shares; 2025Q2: 4,134 shares; 2025Q3: not reported; 2025Q4: 4,134 shares; 2026Q1: 4,133 shares; 2026Q2: 4,133 shares 4,133 $297K 0.03% 0 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: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 472 shares; 2026Q1: 472 shares; 2026Q2: 247 shares 247 $285K 0.03% -225 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,068 shares; 2024Q4: 9,068 shares; 2025Q1: 9,068 shares; 2025Q2: 9,068 shares; 2025Q3: not reported; 2025Q4: 9,068 shares; 2026Q1: 9,068 shares; 2026Q2: 8,756 shares 8,756 $280K 0.03% -312 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,305 shares; 2024Q4: 6,411 shares; 2025Q1: 5,351 shares; 2025Q2: 6,351 shares; 2025Q3: not reported; 2025Q4: 6,274 shares; 2026Q1: 6,274 shares; 2026Q2: 5,974 shares 5,974 $278K 0.03% -300 Timeline WAT WATERS CORP More: the full row for WATERS 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: 856 shares; 2026Q2: 711 shares 711 $267K 0.03% -145 Timeline PFI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,775 shares; 2025Q1: 9,775 shares; 2025Q2: 9,775 shares; 2025Q3: 9,425 shares; 2025Q4: 4,367 shares; 2026Q1: 4,367 shares; 2026Q2: 4,367 shares 4,367 $266K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 682 shares; 2026Q1: 682 shares; 2026Q2: 661 shares 661 $263K 0.03% -21 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: 551 shares; 2024Q4: 551 shares; 2025Q1: 602 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares; 2026Q1: 1,070 shares; 2026Q2: 1,070 shares 1,070 $259K 0.03% 0 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 850 shares 850 $256K 0.02% new Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $236K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776 shares; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 909 shares; 2026Q1: not reported; 2026Q2: 909 shares 909 $232K 0.02% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,016 shares; 2024Q4: 2,016 shares; 2025Q1: 2,094 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,094 shares; 2026Q1: 2,094 shares; 2026Q2: 2,094 shares 2,094 $231K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $224K 0.02% 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: 510 shares; 2025Q1: 510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 514 shares; 2026Q1: not reported; 2026Q2: 514 shares 514 $223K 0.02% new 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: 3,080 shares; 2024Q4: 6,160 shares; 2025Q1: 6,160 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,160 shares; 2026Q1: 6,110 shares; 2026Q2: 6,110 shares 6,110 $221K 0.02% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,285 shares; 2024Q4: 7,285 shares; 2025Q1: 7,285 shares; 2025Q2: 7,885 shares; 2025Q3: not reported; 2025Q4: 7,290 shares; 2026Q1: 7,090 shares; 2026Q2: 7,090 shares 7,090 $216K 0.02% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $214K 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 245 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245 shares; 2026Q1: not reported; 2026Q2: 293 shares 293 $206K 0.02% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 678 shares; 2026Q1: not reported; 2026Q2: 678 shares 678 $200K 0.02% new Timeline RPC RIDGEPOST CAP INC More: the full row for RIDGEPOST CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,933 shares; 2025Q3: 16,933 shares; 2025Q4: 16,933 shares; 2026Q1: 16,933 shares; 2026Q2: 16,933 shares 16,933 $133K 0.01% 0 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,627 shares; 2024Q4: 10,627 shares; 2025Q1: 10,627 shares; 2025Q2: 10,627 shares; 2025Q3: not reported; 2025Q4: 10,627 shares; 2026Q1: 10,626 shares; 2026Q2: 10,626 shares 10,626 $45.3K <0.01% 0 Timeline