IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,055 shares; 2024Q4: 239,949 shares; 2025Q1: 249,484 shares; 2025Q2: 257,785 shares; 2025Q3: 267,725 shares; 2025Q4: 290,714 shares; 2026Q1: 258,783 shares; 2026Q2: 254,751 shares 254,751 $191M 8.49% -4,032 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: 82,020 shares; 2024Q4: 79,920 shares; 2025Q1: 76,970 shares; 2025Q2: 498,695 shares; 2025Q3: 710,695 shares; 2025Q4: 649,002 shares; 2026Q1: 641,227 shares; 2026Q2: 542,352 shares 542,352 $85.1M 3.79% -98,875 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: 304,777 shares; 2024Q4: 301,630 shares; 2025Q1: 284,358 shares; 2025Q2: 281,425 shares; 2025Q3: 278,991 shares; 2025Q4: 276,982 shares; 2026Q1: 279,895 shares; 2026Q2: 274,474 shares 274,474 $79.4M 3.53% -5,421 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581,427 shares; 2024Q4: 576,956 shares; 2025Q1: 582,979 shares; 2025Q2: 611,758 shares; 2025Q3: 654,932 shares; 2025Q4: 705,744 shares; 2026Q1: 735,451 shares; 2026Q2: 760,416 shares 760,416 $72.6M 3.23% +24,965 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: 667,215 shares; 2024Q4: 667,945 shares; 2025Q1: 704,791 shares; 2025Q2: 769,257 shares; 2025Q3: 811,858 shares; 2025Q4: 873,231 shares; 2026Q1: 913,241 shares; 2026Q2: 951,649 shares 951,649 $67.8M 3.02% +38,408 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,492 shares; 2024Q4: 154,558 shares; 2025Q1: 175,675 shares; 2025Q2: 541,281 shares; 2025Q3: 378,887 shares; 2025Q4: 445,167 shares; 2026Q1: 483,698 shares; 2026Q2: 678,593 shares 678,593 $67.2M 2.99% +194,895 Timeline SCHG 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: 145,388 shares; 2024Q4: 542,972 shares; 2025Q1: 536,713 shares; 2025Q2: 497,507 shares; 2025Q3: 493,147 shares; 2025Q4: 472,177 shares; 2026Q1: 1,546,872 shares; 2026Q2: 1,713,342 shares 1,713,342 $58M 2.58% +166,470 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: 139,116 shares; 2024Q4: 139,394 shares; 2025Q1: 135,539 shares; 2025Q2: 135,211 shares; 2025Q3: 136,450 shares; 2025Q4: 140,246 shares; 2026Q1: 150,528 shares; 2026Q2: 153,883 shares 153,883 $57.4M 2.55% +3,355 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: 129,124 shares; 2024Q4: 128,869 shares; 2025Q1: 138,055 shares; 2025Q2: 138,512 shares; 2025Q3: 157,393 shares; 2025Q4: 155,337 shares; 2026Q1: 157,524 shares; 2026Q2: 154,129 shares 154,129 $54.5M 2.42% -3,395 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: 638,353 shares; 2024Q4: 627,044 shares; 2025Q1: 614,400 shares; 2025Q2: 606,403 shares; 2025Q3: 587,457 shares; 2025Q4: 606,624 shares; 2026Q1: 641,674 shares; 2026Q2: 674,296 shares 674,296 $52M 2.31% +32,622 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: 178,451 shares; 2024Q4: 182,599 shares; 2025Q1: 189,157 shares; 2025Q2: 187,725 shares; 2025Q3: 198,305 shares; 2025Q4: 217,108 shares; 2026Q1: 220,114 shares; 2026Q2: 226,813 shares 226,813 $45.4M 2.02% +6,699 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: 146,167 shares; 2024Q4: 145,538 shares; 2025Q1: 145,475 shares; 2025Q2: 143,416 shares; 2025Q3: 139,061 shares; 2025Q4: 138,327 shares; 2026Q1: 138,468 shares; 2026Q2: 136,772 shares 136,772 $44.8M 1.99% -1,696 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: 202,364 shares; 2024Q4: 211,482 shares; 2025Q1: 217,514 shares; 2025Q2: 229,502 shares; 2025Q3: 239,666 shares; 2025Q4: 256,403 shares; 2026Q1: 264,601 shares; 2026Q2: 270,876 shares 270,876 $40.2M 1.79% +6,275 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,506 shares; 2024Q4: 382,070 shares; 2025Q1: 385,708 shares; 2025Q2: 394,729 shares; 2025Q3: 412,255 shares; 2025Q4: 438,576 shares; 2026Q1: 449,411 shares; 2026Q2: 462,841 shares 462,841 $38.3M 1.71% +13,430 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: 139,865 shares; 2024Q4: 140,756 shares; 2025Q1: 138,870 shares; 2025Q2: 138,356 shares; 2025Q3: 139,030 shares; 2025Q4: 141,851 shares; 2026Q1: 143,497 shares; 2026Q2: 143,176 shares 143,176 $34.1M 1.52% -321 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: 7,490 shares; 2024Q4: 7,421 shares; 2025Q1: 7,311 shares; 2025Q2: 14,466 shares; 2025Q3: 14,464 shares; 2025Q4: 27,460 shares; 2026Q1: 27,278 shares; 2026Q2: 46,610 shares 46,610 $32M 1.42% +19,332 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: 267,687 shares; 2024Q4: 264,350 shares; 2025Q1: 263,843 shares; 2025Q2: 263,520 shares; 2025Q3: 268,046 shares; 2025Q4: 264,506 shares; 2026Q1: 263,812 shares; 2026Q2: 250,613 shares 250,613 $29.4M 1.31% -13,199 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,962 shares; 2024Q4: 80,554 shares; 2025Q1: 80,046 shares; 2025Q2: 79,299 shares; 2025Q3: 78,576 shares; 2025Q4: 78,361 shares; 2026Q1: 76,715 shares; 2026Q2: 77,820 shares 77,820 $29.4M 1.31% +1,105 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: 56,440 shares; 2024Q4: 56,076 shares; 2025Q1: 59,934 shares; 2025Q2: 59,768 shares; 2025Q3: 60,916 shares; 2025Q4: 59,547 shares; 2026Q1: 57,822 shares; 2026Q2: 38,765 shares 38,765 $28M 1.25% -19,057 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: 29,850 shares; 2024Q4: 30,355 shares; 2025Q1: 31,595 shares; 2025Q2: 30,483 shares; 2025Q3: 29,978 shares; 2025Q4: 29,326 shares; 2026Q1: 29,451 shares; 2026Q2: 234,464 shares 234,464 $28M 1.25% +205,013 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: 82,280 shares; 2024Q4: 81,127 shares; 2025Q1: 75,152 shares; 2025Q2: 79,263 shares; 2025Q3: 79,306 shares; 2025Q4: 79,121 shares; 2026Q1: 77,999 shares; 2026Q2: 76,656 shares 76,656 $27.4M 1.22% -1,343 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: 199,681 shares; 2024Q4: 193,273 shares; 2025Q1: 195,020 shares; 2025Q2: 197,532 shares; 2025Q3: 201,572 shares; 2025Q4: 202,144 shares; 2026Q1: 193,040 shares; 2026Q2: 192,068 shares 192,068 $26.3M 1.17% -972 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: 295,819 shares; 2024Q4: 1,021,444 shares; 2025Q1: 871,427 shares; 2025Q2: 962,323 shares; 2025Q3: 968,670 shares; 2025Q4: 945,011 shares; 2026Q1: 926,419 shares; 2026Q2: 881,010 shares 881,010 $25.9M 1.15% -45,409 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,059 shares; 2024Q4: 32,616 shares; 2025Q1: 32,966 shares; 2025Q2: 32,770 shares; 2025Q3: 32,992 shares; 2025Q4: 33,584 shares; 2026Q1: 32,692 shares; 2026Q2: 37,319 shares 37,319 $23.9M 1.06% +4,627 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,830 shares; 2024Q4: 226,969 shares; 2025Q1: 238,929 shares; 2025Q2: 257,776 shares; 2025Q3: 284,791 shares; 2025Q4: 357,782 shares; 2026Q1: 397,844 shares; 2026Q2: 410,725 shares 410,725 $23.9M 1.06% +12,881 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: 37,119 shares; 2024Q4: 37,777 shares; 2025Q1: 34,635 shares; 2025Q2: 34,326 shares; 2025Q3: 34,785 shares; 2025Q4: 38,326 shares; 2026Q1: 39,519 shares; 2026Q2: 41,480 shares 41,480 $23.4M 1.04% +1,961 Timeline RSP 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: 112,906 shares; 2024Q4: 111,157 shares; 2025Q1: 108,324 shares; 2025Q2: 107,279 shares; 2025Q3: 104,541 shares; 2025Q4: 105,011 shares; 2026Q1: 103,338 shares; 2026Q2: 106,692 shares 106,692 $22.7M 1.01% +3,354 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: 22,459 shares; 2024Q4: 22,466 shares; 2025Q1: 22,370 shares; 2025Q2: 22,462 shares; 2025Q3: 36,566 shares; 2025Q4: 29,996 shares; 2026Q1: 29,463 shares; 2026Q2: 30,103 shares 30,103 $22.5M 1% +640 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,673 shares; 2024Q4: 255,324 shares; 2025Q1: 276,248 shares; 2025Q2: 307,248 shares; 2025Q3: 338,149 shares; 2025Q4: 408,718 shares; 2026Q1: 435,003 shares; 2026Q2: 443,065 shares 443,065 $22.1M 0.98% +8,062 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: 52,652 shares; 2024Q4: 51,792 shares; 2025Q1: 51,081 shares; 2025Q2: 49,061 shares; 2025Q3: 49,087 shares; 2025Q4: 48,715 shares; 2026Q1: 48,666 shares; 2026Q2: 48,493 shares 48,493 $20.7M 0.92% -173 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: 21,565 shares; 2024Q4: 21,299 shares; 2025Q1: 21,018 shares; 2025Q2: 20,729 shares; 2025Q3: 20,829 shares; 2025Q4: 20,540 shares; 2026Q1: 20,359 shares; 2026Q2: 19,886 shares 19,886 $20.1M 0.9% -473 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: 60,477 shares; 2024Q4: 59,010 shares; 2025Q1: 58,203 shares; 2025Q2: 60,881 shares; 2025Q3: 63,103 shares; 2025Q4: 63,109 shares; 2026Q1: 63,248 shares; 2026Q2: 62,928 shares 62,928 $19.8M 0.88% -320 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: 193,618 shares; 2024Q4: 206,717 shares; 2025Q1: 204,650 shares; 2025Q2: 199,087 shares; 2025Q3: 198,340 shares; 2025Q4: 197,692 shares; 2026Q1: 197,051 shares; 2026Q2: 191,260 shares 191,260 $18.5M 0.82% -5,791 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,427 shares; 2024Q4: 176,428 shares; 2025Q1: 183,104 shares; 2025Q2: 197,329 shares; 2025Q3: 225,093 shares; 2025Q4: 284,677 shares; 2026Q1: 301,532 shares; 2026Q2: 308,356 shares 308,356 $18.2M 0.81% +6,824 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: 179,709 shares; 2024Q4: 175,558 shares; 2025Q1: 171,297 shares; 2025Q2: 169,916 shares; 2025Q3: 142,160 shares; 2025Q4: 126,151 shares; 2026Q1: 124,883 shares; 2026Q2: 123,386 shares 123,386 $18.1M 0.8% -1,497 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: 89,203 shares; 2024Q4: 88,392 shares; 2025Q1: 89,626 shares; 2025Q2: 88,439 shares; 2025Q3: 88,716 shares; 2025Q4: 87,567 shares; 2026Q1: 88,015 shares; 2026Q2: 85,888 shares 85,888 $18M 0.8% -2,127 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: 123,983 shares; 2024Q4: 122,966 shares; 2025Q1: 126,289 shares; 2025Q2: 125,871 shares; 2025Q3: 129,574 shares; 2025Q4: 131,046 shares; 2026Q1: 131,169 shares; 2026Q2: 106,186 shares 106,186 $17.6M 0.78% -24,983 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479,808 shares; 2025Q3: 545,058 shares; 2025Q4: 545,058 shares; 2026Q1: 545,058 shares; 2026Q2: 545,058 shares 545,058 $17.5M 0.78% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,979 shares; 2024Q4: 31,225 shares; 2025Q1: 31,142 shares; 2025Q2: 30,087 shares; 2025Q3: 31,870 shares; 2025Q4: 32,215 shares; 2026Q1: 31,928 shares; 2026Q2: 32,508 shares 32,508 $16.3M 0.73% +580 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: 109,062 shares; 2024Q4: 109,674 shares; 2025Q1: 108,964 shares; 2025Q2: 107,742 shares; 2025Q3: 105,710 shares; 2025Q4: 104,356 shares; 2026Q1: 103,982 shares; 2026Q2: 104,201 shares 104,201 $15.8M 0.7% +219 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,712 shares; 2024Q4: 35,894 shares; 2025Q1: 34,778 shares; 2025Q2: 33,641 shares; 2025Q3: 33,764 shares; 2025Q4: 33,655 shares; 2026Q1: 33,853 shares; 2026Q2: 34,159 shares 34,159 $15.7M 0.7% +306 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: 100,557 shares; 2024Q4: 101,148 shares; 2025Q1: 85,116 shares; 2025Q2: 82,672 shares; 2025Q3: 84,892 shares; 2025Q4: 84,990 shares; 2026Q1: 83,743 shares; 2026Q2: 82,021 shares 82,021 $15.6M 0.69% -1,722 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: 32,229 shares; 2024Q4: 71,589 shares; 2025Q1: 77,419 shares; 2025Q2: 72,057 shares; 2025Q3: 76,870 shares; 2025Q4: 82,001 shares; 2026Q1: 84,204 shares; 2026Q2: 87,807 shares 87,807 $13.9M 0.62% +3,603 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,031 shares; 2024Q4: 69,895 shares; 2025Q1: 70,045 shares; 2025Q2: 129,437 shares; 2025Q3: 130,398 shares; 2025Q4: 132,083 shares; 2026Q1: 136,048 shares; 2026Q2: 150,394 shares 150,394 $13.6M 0.61% +14,346 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: 53,135 shares; 2024Q4: 52,872 shares; 2025Q1: 52,466 shares; 2025Q2: 50,355 shares; 2025Q3: 52,314 shares; 2025Q4: 52,306 shares; 2026Q1: 52,567 shares; 2026Q2: 53,191 shares 53,191 $13.1M 0.58% +624 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: 87,715 shares; 2024Q4: 87,755 shares; 2025Q1: 97,091 shares; 2025Q2: 95,768 shares; 2025Q3: 98,583 shares; 2025Q4: 99,563 shares; 2026Q1: 101,658 shares; 2026Q2: 101,942 shares 101,942 $12.9M 0.57% +284 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: 3,081 shares; 2024Q4: 3,063 shares; 2025Q1: 3,101 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,963 shares; 2026Q1: 2,932 shares; 2026Q2: 72,296 shares 72,296 $12.9M 0.57% +69,364 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,461 shares; 2024Q4: 117,029 shares; 2025Q1: 118,311 shares; 2025Q2: 118,644 shares; 2025Q3: 114,745 shares; 2025Q4: 113,482 shares; 2026Q1: 113,226 shares; 2026Q2: 115,460 shares 115,460 $12.2M 0.55% +2,234 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,465 shares; 2024Q4: 26,331 shares; 2025Q1: 26,450 shares; 2025Q2: 24,959 shares; 2025Q3: 25,380 shares; 2025Q4: 24,937 shares; 2026Q1: 24,864 shares; 2026Q2: 24,683 shares 24,683 $12.1M 0.54% -181 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: 94,226 shares; 2024Q4: 87,939 shares; 2025Q1: 91,586 shares; 2025Q2: 55,393 shares; 2025Q3: 49,484 shares; 2025Q4: 49,500 shares; 2026Q1: 47,943 shares; 2026Q2: 47,660 shares 47,660 $12.1M 0.54% -283 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: 83,019 shares; 2024Q4: 83,423 shares; 2025Q1: 83,553 shares; 2025Q2: 82,023 shares; 2025Q3: 81,963 shares; 2025Q4: 81,851 shares; 2026Q1: 81,862 shares; 2026Q2: 82,514 shares 82,514 $12.1M 0.54% +652 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: 91,875 shares; 2024Q4: 89,405 shares; 2025Q1: 93,012 shares; 2025Q2: 92,217 shares; 2025Q3: 94,702 shares; 2025Q4: 92,275 shares; 2026Q1: 91,627 shares; 2026Q2: 91,716 shares 91,716 $11.8M 0.52% +89 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: 4,822 shares; 2024Q4: 4,804 shares; 2025Q1: 4,604 shares; 2025Q2: 4,474 shares; 2025Q3: 4,433 shares; 2025Q4: 4,409 shares; 2026Q1: 4,359 shares; 2026Q2: 36,580 shares 36,580 $11M 0.49% +32,221 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: 38,817 shares; 2024Q4: 38,102 shares; 2025Q1: 36,466 shares; 2025Q2: 36,951 shares; 2025Q3: 37,363 shares; 2025Q4: 62,668 shares; 2026Q1: 61,415 shares; 2026Q2: 60,885 shares 60,885 $11M 0.49% -530 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,084 shares; 2024Q4: 25,118 shares; 2025Q1: 26,153 shares; 2025Q2: 26,803 shares; 2025Q3: 27,197 shares; 2025Q4: 27,157 shares; 2026Q1: 27,008 shares; 2026Q2: 26,779 shares 26,779 $10.4M 0.46% -229 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,624 shares; 2024Q4: 41,306 shares; 2025Q1: 40,794 shares; 2025Q2: 39,145 shares; 2025Q3: 36,608 shares; 2025Q4: 35,507 shares; 2026Q1: 32,816 shares; 2026Q2: 128,334 shares 128,334 $10.3M 0.46% +95,518 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: 39,631 shares; 2024Q4: 39,739 shares; 2025Q1: 39,630 shares; 2025Q2: 39,389 shares; 2025Q3: 39,512 shares; 2025Q4: 39,617 shares; 2026Q1: 27,723 shares; 2026Q2: 29,338 shares 29,338 $10.1M 0.45% +1,615 Timeline KBWB 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: 107,701 shares; 2024Q4: 109,845 shares; 2025Q1: 110,310 shares; 2025Q2: 108,413 shares; 2025Q3: 110,073 shares; 2025Q4: 109,057 shares; 2026Q1: 109,735 shares; 2026Q2: 108,102 shares 108,102 $10.1M 0.45% -1,633 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: 6,951 shares; 2024Q4: 6,951 shares; 2025Q1: 6,830 shares; 2025Q2: 6,785 shares; 2025Q3: 6,720 shares; 2025Q4: 8,469 shares; 2026Q1: 8,328 shares; 2026Q2: 8,214 shares 8,214 $9.85M 0.44% -114 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: 24,636 shares; 2024Q4: 24,324 shares; 2025Q1: 24,404 shares; 2025Q2: 26,395 shares; 2025Q3: 27,145 shares; 2025Q4: 27,261 shares; 2026Q1: 27,005 shares; 2026Q2: 26,947 shares 26,947 $9.76M 0.43% -58 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: 24,987 shares; 2024Q4: 24,922 shares; 2025Q1: 24,911 shares; 2025Q2: 24,928 shares; 2025Q3: 25,223 shares; 2025Q4: 25,487 shares; 2026Q1: 26,254 shares; 2026Q2: 26,482 shares 26,482 $9.34M 0.42% +228 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: 8,094 shares; 2024Q4: 7,801 shares; 2025Q1: 7,805 shares; 2025Q2: 10,060 shares; 2025Q3: 10,452 shares; 2025Q4: 10,210 shares; 2026Q1: 10,564 shares; 2026Q2: 8,720 shares 8,720 $9.29M 0.41% -1,844 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: 71,712 shares; 2024Q4: 65,415 shares; 2025Q1: 68,290 shares; 2025Q2: 65,501 shares; 2025Q3: 65,493 shares; 2025Q4: 66,447 shares; 2026Q1: 65,826 shares; 2026Q2: 65,389 shares 65,389 $8.85M 0.39% -437 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,910 shares; 2024Q4: 24,600 shares; 2025Q1: 24,645 shares; 2025Q2: 24,200 shares; 2025Q3: 24,663 shares; 2025Q4: 24,731 shares; 2026Q1: 25,584 shares; 2026Q2: 25,725 shares 25,725 $8.77M 0.39% +141 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: 36,806 shares; 2024Q4: 36,774 shares; 2025Q1: 36,526 shares; 2025Q2: 36,653 shares; 2025Q3: 38,107 shares; 2025Q4: 39,413 shares; 2026Q1: 39,297 shares; 2026Q2: 39,548 shares 39,548 $8.72M 0.39% +251 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: 22,998 shares; 2024Q4: 23,193 shares; 2025Q1: 22,839 shares; 2025Q2: 20,898 shares; 2025Q3: 21,308 shares; 2025Q4: 20,750 shares; 2026Q1: 20,474 shares; 2026Q2: 20,450 shares 20,450 $8.5M 0.38% -24 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,395 shares; 2025Q3: 49,236 shares; 2025Q4: 46,166 shares; 2026Q1: 49,353 shares; 2026Q2: 50,829 shares 50,829 $8.32M 0.37% +1,476 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: 129,560 shares; 2026Q1: 132,154 shares; 2026Q2: 138,103 shares 138,103 $8.3M 0.37% +5,949 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: 13,839 shares; 2024Q4: 14,334 shares; 2025Q1: 14,720 shares; 2025Q2: 14,825 shares; 2025Q3: 15,258 shares; 2025Q4: 15,702 shares; 2026Q1: 15,536 shares; 2026Q2: 16,069 shares 16,069 $8.19M 0.36% +533 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: 165,950 shares; 2024Q4: 162,435 shares; 2025Q1: 159,954 shares; 2025Q2: 101,463 shares; 2025Q3: 98,837 shares; 2025Q4: 97,619 shares; 2026Q1: 71,143 shares; 2026Q2: 67,936 shares 67,936 $7.69M 0.34% -3,207 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: 31,274 shares; 2024Q4: 30,865 shares; 2025Q1: 30,532 shares; 2025Q2: 31,835 shares; 2025Q3: 31,731 shares; 2025Q4: 31,361 shares; 2026Q1: 30,639 shares; 2026Q2: 29,181 shares 29,181 $7.34M 0.33% -1,458 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: 94,665 shares; 2024Q4: 94,261 shares; 2025Q1: 93,464 shares; 2025Q2: 92,347 shares; 2025Q3: 88,432 shares; 2025Q4: 87,370 shares; 2026Q1: 87,554 shares; 2026Q2: 83,677 shares 83,677 $7.15M 0.32% -3,877 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: 64,043 shares; 2024Q4: 57,801 shares; 2025Q1: 57,701 shares; 2025Q2: 50,650 shares; 2025Q3: 49,990 shares; 2025Q4: 49,890 shares; 2026Q1: 49,890 shares; 2026Q2: 49,890 shares 49,890 $6.86M 0.31% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,902 shares; 2024Q4: 7,800 shares; 2025Q1: 7,629 shares; 2025Q2: 7,421 shares; 2025Q3: 7,015 shares; 2025Q4: 7,027 shares; 2026Q1: 6,918 shares; 2026Q2: 6,875 shares 6,875 $6.72M 0.3% -43 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: 70,195 shares; 2024Q4: 70,220 shares; 2025Q1: 150,220 shares; 2025Q2: 108,831 shares; 2025Q3: 98,306 shares; 2025Q4: 98,306 shares; 2026Q1: 98,306 shares; 2026Q2: 86,156 shares 86,156 $6.56M 0.29% -12,150 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,568 shares; 2024Q4: 1,740 shares; 2025Q1: 1,755 shares; 2025Q2: 3,455 shares; 2025Q3: 3,515 shares; 2025Q4: 3,514 shares; 2026Q1: 3,344 shares; 2026Q2: 3,142 shares 3,142 $6.14M 0.27% -202 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: 127,113 shares; 2024Q4: 102,155 shares; 2025Q1: 110,358 shares; 2025Q2: 108,329 shares; 2025Q3: 121,102 shares; 2025Q4: 126,382 shares; 2026Q1: 125,725 shares; 2026Q2: 127,738 shares 127,738 $5.94M 0.26% +2,013 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,850 shares; 2024Q4: 104,105 shares; 2025Q1: 108,560 shares; 2025Q2: 107,989 shares; 2025Q3: 107,755 shares; 2025Q4: 105,133 shares; 2026Q1: 105,961 shares; 2026Q2: 99,374 shares 99,374 $5.93M 0.26% -6,587 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 73,716 shares; 2026Q1: 74,272 shares; 2026Q2: 75,008 shares 75,008 $5.83M 0.26% +736 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: 17,648 shares; 2024Q4: 17,153 shares; 2025Q1: 15,551 shares; 2025Q2: 15,738 shares; 2025Q3: 15,518 shares; 2025Q4: 12,089 shares; 2026Q1: 12,821 shares; 2026Q2: 44,630 shares 44,630 $5.54M 0.25% +31,809 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,899 shares; 2024Q4: 3,899 shares; 2025Q1: 3,899 shares; 2025Q2: 19,764 shares; 2025Q3: 19,097 shares; 2025Q4: 12,672 shares; 2026Q1: 12,672 shares; 2026Q2: 12,814 shares 12,814 $5.46M 0.24% +142 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: 54,835 shares; 2024Q4: 53,519 shares; 2025Q1: 51,109 shares; 2025Q2: 51,330 shares; 2025Q3: 52,055 shares; 2025Q4: 76,725 shares; 2026Q1: 75,905 shares; 2026Q2: 75,186 shares 75,186 $5.41M 0.24% -719 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: 117,985 shares; 2024Q4: 120,827 shares; 2025Q1: 113,527 shares; 2025Q2: 138,677 shares; 2025Q3: 141,417 shares; 2025Q4: 131,777 shares; 2026Q1: 129,919 shares; 2026Q2: 104,614 shares 104,614 $5.3M 0.24% -25,305 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: 262,292 shares; 2024Q4: 158,978 shares; 2025Q1: 194,261 shares; 2025Q2: 190,482 shares; 2025Q3: 206,474 shares; 2025Q4: 209,725 shares; 2026Q1: 238,855 shares; 2026Q2: 216,527 shares 216,527 $5.21M 0.23% -22,328 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: 64,673 shares; 2024Q4: 64,666 shares; 2025Q1: 64,234 shares; 2025Q2: 62,661 shares; 2025Q3: 62,341 shares; 2025Q4: 62,041 shares; 2026Q1: 61,949 shares; 2026Q2: 61,334 shares 61,334 $4.98M 0.22% -615 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: 17,923 shares; 2024Q4: 17,759 shares; 2025Q1: 17,518 shares; 2025Q2: 18,018 shares; 2025Q3: 18,517 shares; 2025Q4: 18,639 shares; 2026Q1: 18,466 shares; 2026Q2: 18,263 shares 18,263 $4.94M 0.22% -203 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,713 shares; 2024Q4: 57,319 shares; 2025Q1: 60,536 shares; 2025Q2: 59,716 shares; 2025Q3: 64,446 shares; 2025Q4: 59,104 shares; 2026Q1: 57,804 shares; 2026Q2: 57,174 shares 57,174 $4.73M 0.21% -630 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: 34,207 shares; 2024Q4: 33,356 shares; 2025Q1: 33,358 shares; 2025Q2: 33,298 shares; 2025Q3: 33,120 shares; 2025Q4: 32,840 shares; 2026Q1: 32,631 shares; 2026Q2: 32,575 shares 32,575 $4.66M 0.21% -56 Timeline SAP SAP SE More: the full row for SAP SE 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: 28,571 shares; 2026Q1: 25,991 shares; 2026Q2: 30,194 shares 30,194 $4.65M 0.21% +4,203 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: 57,035 shares; 2024Q4: 56,613 shares; 2025Q1: 56,640 shares; 2025Q2: 56,642 shares; 2025Q3: 56,027 shares; 2025Q4: 56,363 shares; 2026Q1: 55,516 shares; 2026Q2: 54,820 shares 54,820 $4.53M 0.2% -696 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,423 shares; 2024Q4: 26,324 shares; 2025Q1: 25,644 shares; 2025Q2: 25,074 shares; 2025Q3: 20,615 shares; 2025Q4: 20,350 shares; 2026Q1: 20,179 shares; 2026Q2: 19,814 shares 19,814 $4.44M 0.2% -365 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: 59,393 shares; 2024Q4: 44,159 shares; 2025Q1: 29,201 shares; 2025Q2: 29,651 shares; 2025Q3: 29,859 shares; 2025Q4: 33,170 shares; 2026Q1: 33,001 shares; 2026Q2: 31,478 shares 31,478 $4.4M 0.2% -1,523 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: 35,088 shares; 2024Q4: 49,533 shares; 2025Q1: 45,206 shares; 2025Q2: 42,231 shares; 2025Q3: 41,470 shares; 2025Q4: 83,546 shares; 2026Q1: 82,666 shares; 2026Q2: 82,336 shares 82,336 $4.37M 0.19% -330 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,842 shares; 2024Q4: 164,187 shares; 2025Q1: 160,186 shares; 2025Q2: 143,041 shares; 2025Q3: 126,679 shares; 2025Q4: 121,374 shares; 2026Q1: 118,033 shares; 2026Q2: 117,730 shares 117,730 $4.34M 0.19% -303 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: 18,627 shares; 2024Q4: 18,357 shares; 2025Q1: 17,979 shares; 2025Q2: 19,029 shares; 2025Q3: 18,887 shares; 2025Q4: 18,711 shares; 2026Q1: 18,676 shares; 2026Q2: 18,569 shares 18,569 $4.16M 0.19% -107 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: 14,341 shares; 2024Q4: 14,313 shares; 2025Q1: 14,320 shares; 2025Q2: 14,270 shares; 2025Q3: 14,671 shares; 2025Q4: 14,684 shares; 2026Q1: 14,609 shares; 2026Q2: 14,609 shares 14,609 $4.11M 0.18% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,300 shares; 2024Q4: 81,222 shares; 2025Q1: 81,222 shares; 2025Q2: 81,222 shares; 2025Q3: 81,222 shares; 2025Q4: 81,222 shares; 2026Q1: 81,222 shares; 2026Q2: 81,222 shares 81,222 $4.09M 0.18% 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: 22,153 shares; 2024Q4: 21,752 shares; 2025Q1: 20,373 shares; 2025Q2: 23,017 shares; 2025Q3: 22,877 shares; 2025Q4: 23,087 shares; 2026Q1: 22,379 shares; 2026Q2: 20,980 shares 20,980 $3.88M 0.17% -1,399 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,845 shares; 2024Q4: 11,643 shares; 2025Q1: 11,500 shares; 2025Q2: 11,460 shares; 2025Q3: 11,295 shares; 2025Q4: 11,197 shares; 2026Q1: 11,085 shares; 2026Q2: 10,933 shares 10,933 $3.87M 0.17% -152 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: 11,678 shares; 2024Q4: 11,651 shares; 2025Q1: 11,453 shares; 2025Q2: 11,441 shares; 2025Q3: 11,391 shares; 2025Q4: 11,397 shares; 2026Q1: 11,340 shares; 2026Q2: 11,340 shares 11,340 $3.84M 0.17% 0 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: 42,965 shares; 2024Q4: 87,561 shares; 2025Q1: 87,123 shares; 2025Q2: 118,330 shares; 2025Q3: 116,833 shares; 2025Q4: 111,632 shares; 2026Q1: 108,947 shares; 2026Q2: 105,388 shares 105,388 $3.81M 0.17% -3,559 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: 37,970 shares; 2024Q4: 37,915 shares; 2025Q1: 37,609 shares; 2025Q2: 36,427 shares; 2025Q3: 36,339 shares; 2025Q4: 35,199 shares; 2026Q1: 34,795 shares; 2026Q2: 33,890 shares 33,890 $3.63M 0.16% -905 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: 43,614 shares; 2024Q4: 42,794 shares; 2025Q1: 41,913 shares; 2025Q2: 42,631 shares; 2025Q3: 42,613 shares; 2025Q4: 41,957 shares; 2026Q1: 41,139 shares; 2026Q2: 39,850 shares 39,850 $3.62M 0.16% -1,289 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,252 shares; 2024Q4: 46,252 shares; 2025Q1: 46,252 shares; 2025Q2: 46,252 shares; 2025Q3: 46,252 shares; 2025Q4: 46,252 shares; 2026Q1: 46,252 shares; 2026Q2: 46,252 shares 46,252 $3.6M 0.16% 0 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: 11,805 shares; 2024Q4: 11,749 shares; 2025Q1: 11,680 shares; 2025Q2: 13,744 shares; 2025Q3: 13,704 shares; 2025Q4: 13,431 shares; 2026Q1: 13,226 shares; 2026Q2: 13,142 shares 13,142 $3.55M 0.16% -84 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: 72,301 shares; 2024Q4: 215,078 shares; 2025Q1: 215,853 shares; 2025Q2: 176,328 shares; 2025Q3: 143,090 shares; 2025Q4: 137,579 shares; 2026Q1: 123,751 shares; 2026Q2: 120,673 shares 120,673 $3.49M 0.16% -3,078 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: 3,246 shares; 2024Q4: 3,185 shares; 2025Q1: 3,126 shares; 2025Q2: 3,127 shares; 2025Q3: 3,011 shares; 2025Q4: 4,785 shares; 2026Q1: 5,560 shares; 2026Q2: 5,448 shares 5,448 $3.46M 0.15% -112 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,283 shares; 2024Q4: 75,263 shares; 2025Q1: 70,213 shares; 2025Q2: 41,250 shares; 2025Q3: 37,786 shares; 2025Q4: 35,281 shares; 2026Q1: 30,842 shares; 2026Q2: 30,772 shares 30,772 $3.4M 0.15% -70 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: 42,692 shares; 2024Q4: 52,727 shares; 2025Q1: 62,887 shares; 2025Q2: 61,541 shares; 2025Q3: 74,496 shares; 2025Q4: 60,866 shares; 2026Q1: 62,966 shares; 2026Q2: 63,707 shares 63,707 $3.34M 0.15% +741 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,494 shares; 2024Q4: 4,494 shares; 2025Q1: 4,494 shares; 2025Q2: 6,994 shares; 2025Q3: 6,994 shares; 2025Q4: 6,994 shares; 2026Q1: 10,273 shares; 2026Q2: 10,015 shares 10,015 $3.3M 0.15% -258 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,553 shares; 2024Q4: 17,039 shares; 2025Q1: 16,370 shares; 2025Q2: 16,155 shares; 2025Q3: 15,814 shares; 2025Q4: 15,242 shares; 2026Q1: 14,787 shares; 2026Q2: 14,703 shares 14,703 $3.12M 0.14% -84 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,770 shares; 2024Q4: 35,770 shares; 2025Q1: 35,770 shares; 2025Q2: 35,770 shares; 2025Q3: 35,770 shares; 2025Q4: 36,050 shares; 2026Q1: 35,970 shares; 2026Q2: 35,970 shares 35,970 $3.01M 0.13% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,693 shares; 2024Q4: 14,613 shares; 2025Q1: 14,299 shares; 2025Q2: 13,949 shares; 2025Q3: 13,859 shares; 2025Q4: 13,859 shares; 2026Q1: 13,708 shares; 2026Q2: 13,690 shares 13,690 $2.93M 0.13% -18 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: 6,947 shares; 2024Q4: 6,839 shares; 2025Q1: 7,263 shares; 2025Q2: 7,173 shares; 2025Q3: 6,618 shares; 2025Q4: 6,446 shares; 2026Q1: 6,373 shares; 2026Q2: 5,564 shares 5,564 $2.78M 0.12% -809 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: 3,059 shares; 2025Q1: 2,916 shares; 2025Q2: 2,957 shares; 2025Q3: 2,846 shares; 2025Q4: 2,799 shares; 2026Q1: 2,787 shares; 2026Q2: 2,778 shares 2,778 $2.67M 0.12% -9 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: 8,745 shares; 2024Q4: 8,699 shares; 2025Q1: 8,729 shares; 2025Q2: 8,126 shares; 2025Q3: 10,348 shares; 2025Q4: 10,099 shares; 2026Q1: 9,936 shares; 2026Q2: 9,656 shares 9,656 $2.63M 0.12% -280 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,106 shares; 2024Q4: 28,768 shares; 2025Q1: 27,771 shares; 2025Q2: 25,178 shares; 2025Q3: 25,578 shares; 2025Q4: 25,506 shares; 2026Q1: 25,953 shares; 2026Q2: 25,604 shares 25,604 $2.62M 0.12% -349 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: 24,583 shares; 2024Q4: 24,479 shares; 2025Q1: 24,187 shares; 2025Q2: 24,087 shares; 2025Q3: 15,935 shares; 2025Q4: 16,742 shares; 2026Q1: 16,492 shares; 2026Q2: 16,017 shares 16,017 $2.59M 0.12% -475 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: 28,856 shares; 2024Q4: 26,081 shares; 2025Q1: 25,881 shares; 2025Q2: 25,881 shares; 2025Q3: 27,126 shares; 2025Q4: 27,187 shares; 2026Q1: 51,670 shares; 2026Q2: 51,345 shares 51,345 $2.56M 0.11% -325 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: 19,257 shares; 2024Q4: 18,406 shares; 2025Q1: 18,238 shares; 2025Q2: 18,003 shares; 2025Q3: 17,953 shares; 2025Q4: 18,015 shares; 2026Q1: 17,492 shares; 2026Q2: 17,374 shares 17,374 $2.51M 0.11% -118 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,502 shares; 2024Q4: 11,958 shares; 2025Q1: 11,615 shares; 2025Q2: 11,428 shares; 2025Q3: 11,395 shares; 2025Q4: 10,924 shares; 2026Q1: 10,391 shares; 2026Q2: 10,293 shares 10,293 $2.45M 0.11% -98 Timeline VOT 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: 7,915 shares; 2024Q4: 7,915 shares; 2025Q1: 7,915 shares; 2025Q2: 7,915 shares; 2025Q3: 7,915 shares; 2025Q4: 7,915 shares; 2026Q1: 7,895 shares; 2026Q2: 7,895 shares 7,895 $2.42M 0.11% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,750 shares; 2024Q4: 45,949 shares; 2025Q1: 45,949 shares; 2025Q2: 45,949 shares; 2025Q3: 45,949 shares; 2025Q4: 45,949 shares; 2026Q1: 45,949 shares; 2026Q2: 45,949 shares 45,949 $2.38M 0.11% 0 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: 29,908 shares; 2024Q4: 28,608 shares; 2025Q1: 28,611 shares; 2025Q2: 28,608 shares; 2025Q3: 27,708 shares; 2025Q4: 27,175 shares; 2026Q1: 26,270 shares; 2026Q2: 25,770 shares 25,770 $2.36M 0.11% -500 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: 5,474 shares; 2024Q4: 5,474 shares; 2025Q1: 5,622 shares; 2025Q2: 6,022 shares; 2025Q3: 9,955 shares; 2025Q4: 9,926 shares; 2026Q1: 9,926 shares; 2026Q2: 9,926 shares 9,926 $2.35M 0.1% 0 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: 31,624 shares; 2024Q4: 30,943 shares; 2025Q1: 30,278 shares; 2025Q2: 30,111 shares; 2025Q3: 24,290 shares; 2025Q4: 22,348 shares; 2026Q1: 21,883 shares; 2026Q2: 21,119 shares 21,119 $2.32M 0.1% -764 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,765 shares; 2024Q4: 9,091 shares; 2025Q1: 9,618 shares; 2025Q2: 9,468 shares; 2025Q3: 9,418 shares; 2025Q4: 9,100 shares; 2026Q1: 8,933 shares; 2026Q2: 8,933 shares 8,933 $2.28M 0.1% 0 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,287 shares; 2024Q4: 7,287 shares; 2025Q1: 7,287 shares; 2025Q2: 12,287 shares; 2025Q3: 12,287 shares; 2025Q4: 12,287 shares; 2026Q1: 12,287 shares; 2026Q2: 12,287 shares 12,287 $2.19M 0.1% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,464 shares; 2024Q4: 26,909 shares; 2025Q1: 26,929 shares; 2025Q2: 26,547 shares; 2025Q3: 29,626 shares; 2025Q4: 32,047 shares; 2026Q1: 33,747 shares; 2026Q2: 31,895 shares 31,895 $2.18M 0.1% -1,852 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,361 shares; 2024Q4: 14,743 shares; 2025Q1: 14,522 shares; 2025Q2: 14,534 shares; 2025Q3: 14,349 shares; 2025Q4: 14,118 shares; 2026Q1: 13,766 shares; 2026Q2: 13,636 shares 13,636 $2.14M 0.1% -130 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: 16,231 shares; 2024Q4: 16,078 shares; 2025Q1: 15,924 shares; 2025Q2: 15,819 shares; 2025Q3: 15,659 shares; 2025Q4: 15,208 shares; 2026Q1: 14,458 shares; 2026Q2: 14,207 shares 14,207 $2.08M 0.09% -251 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: 8,319 shares; 2024Q4: 8,207 shares; 2025Q1: 7,918 shares; 2025Q2: 7,125 shares; 2025Q3: 7,113 shares; 2025Q4: 6,938 shares; 2026Q1: 6,928 shares; 2026Q2: 6,899 shares 6,899 $2.07M 0.09% -29 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,766 shares; 2024Q4: 29,318 shares; 2025Q1: 31,116 shares; 2025Q2: 31,116 shares; 2025Q3: 44,926 shares; 2025Q4: 44,526 shares; 2026Q1: 43,871 shares; 2026Q2: 42,853 shares 42,853 $2.04M 0.09% -1,018 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: 24,517 shares; 2024Q4: 23,161 shares; 2025Q1: 22,230 shares; 2025Q2: 24,000 shares; 2025Q3: 23,950 shares; 2025Q4: 24,629 shares; 2026Q1: 24,360 shares; 2026Q2: 24,235 shares 24,235 $2.03M 0.09% -125 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,905 shares; 2024Q4: 4,834 shares; 2025Q1: 4,925 shares; 2025Q2: 6,768 shares; 2025Q3: 6,703 shares; 2025Q4: 6,641 shares; 2026Q1: 6,624 shares; 2026Q2: 6,607 shares 6,607 $2M 0.09% -17 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: 25,537 shares; 2024Q4: 25,487 shares; 2025Q1: 25,113 shares; 2025Q2: 21,112 shares; 2025Q3: 17,851 shares; 2025Q4: 19,005 shares; 2026Q1: 18,239 shares; 2026Q2: 18,319 shares 18,319 $1.97M 0.09% +80 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: 7,050 shares; 2024Q4: 7,050 shares; 2025Q1: 6,950 shares; 2025Q2: 6,950 shares; 2025Q3: 8,574 shares; 2025Q4: 8,173 shares; 2026Q1: 7,523 shares; 2026Q2: 7,498 shares 7,498 $1.92M 0.09% -25 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: 36,420 shares; 2024Q4: 36,045 shares; 2025Q1: 38,818 shares; 2025Q2: 33,098 shares; 2025Q3: 33,220 shares; 2025Q4: 32,835 shares; 2026Q1: 32,835 shares; 2026Q2: 32,635 shares 32,635 $1.88M 0.08% -200 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,225 shares; 2024Q4: 11,092 shares; 2025Q1: 11,092 shares; 2025Q2: 11,092 shares; 2025Q3: 11,092 shares; 2025Q4: 11,092 shares; 2026Q1: 11,092 shares; 2026Q2: 11,092 shares 11,092 $1.8M 0.08% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,801 shares; 2025Q2: 7,775 shares; 2025Q3: 7,775 shares; 2025Q4: 7,777 shares; 2026Q1: 7,777 shares; 2026Q2: 7,452 shares 7,452 $1.77M 0.08% -325 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,883 shares; 2024Q4: 10,761 shares; 2025Q1: 10,715 shares; 2025Q2: 10,620 shares; 2025Q3: 10,580 shares; 2025Q4: 10,309 shares; 2026Q1: 10,190 shares; 2026Q2: 10,123 shares 10,123 $1.76M 0.08% -67 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,360 shares; 2024Q4: 29,710 shares; 2025Q1: 29,718 shares; 2025Q2: 30,118 shares; 2025Q3: 30,110 shares; 2025Q4: 37,425 shares; 2026Q1: 30,425 shares; 2026Q2: 30,310 shares 30,310 $1.75M 0.08% -115 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: 17,808 shares; 2024Q4: 17,183 shares; 2025Q1: 17,183 shares; 2025Q2: 17,148 shares; 2025Q3: 16,683 shares; 2025Q4: 16,172 shares; 2026Q1: 15,672 shares; 2026Q2: 15,672 shares 15,672 $1.73M 0.08% 0 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: 13,347 shares; 2024Q4: 12,725 shares; 2025Q1: 13,152 shares; 2025Q2: 10,594 shares; 2025Q3: 9,500 shares; 2025Q4: 8,892 shares; 2026Q1: 7,815 shares; 2026Q2: 7,625 shares 7,625 $1.69M 0.08% -190 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,609 shares; 2024Q4: 6,609 shares; 2025Q1: 5,523 shares; 2025Q2: 5,411 shares; 2025Q3: 5,398 shares; 2025Q4: 5,254 shares; 2026Q1: 5,144 shares; 2026Q2: 4,961 shares 4,961 $1.64M 0.07% -183 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: 15,768 shares; 2024Q4: 15,768 shares; 2025Q1: 15,768 shares; 2025Q2: 15,768 shares; 2025Q3: 15,768 shares; 2025Q4: 15,668 shares; 2026Q1: 15,668 shares; 2026Q2: 15,668 shares 15,668 $1.63M 0.07% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,081 shares; 2024Q4: 22,931 shares; 2025Q1: 22,448 shares; 2025Q2: 21,733 shares; 2025Q3: 21,314 shares; 2025Q4: 20,977 shares; 2026Q1: 20,977 shares; 2026Q2: 20,977 shares 20,977 $1.63M 0.07% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,012 shares; 2024Q4: 12,537 shares; 2025Q1: 12,502 shares; 2025Q2: 12,027 shares; 2025Q3: 9,573 shares; 2025Q4: 9,295 shares; 2026Q1: 8,962 shares; 2026Q2: 8,587 shares 8,587 $1.62M 0.07% -375 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,668 shares; 2024Q4: 18,668 shares; 2025Q1: 18,512 shares; 2025Q2: 18,512 shares; 2025Q3: 18,660 shares; 2025Q4: 18,655 shares; 2026Q1: 18,655 shares; 2026Q2: 18,655 shares 18,655 $1.58M 0.07% 0 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: 29,375 shares; 2024Q4: 29,375 shares; 2025Q1: 29,293 shares; 2025Q2: 29,293 shares; 2025Q3: 29,333 shares; 2025Q4: 29,293 shares; 2026Q1: 29,293 shares; 2026Q2: 29,293 shares 29,293 $1.57M 0.07% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 6,916 shares; 2025Q1: 5,207 shares; 2025Q2: 6,272 shares; 2025Q3: 4,947 shares; 2025Q4: 5,015 shares; 2026Q1: 4,979 shares; 2026Q2: 5,231 shares 5,231 $1.56M 0.07% +252 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: 1,578 shares; 2024Q4: 1,512 shares; 2025Q1: 1,519 shares; 2025Q2: 1,579 shares; 2025Q3: 3,643 shares; 2025Q4: 5,859 shares; 2026Q1: 5,784 shares; 2026Q2: 5,224 shares 5,224 $1.56M 0.07% -560 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: 3,859 shares; 2024Q4: 3,859 shares; 2025Q1: 3,867 shares; 2025Q2: 3,817 shares; 2025Q3: 4,199 shares; 2025Q4: 4,185 shares; 2026Q1: 4,183 shares; 2026Q2: 4,108 shares 4,108 $1.54M 0.07% -75 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,561 shares; 2024Q4: 15,707 shares; 2025Q1: 15,691 shares; 2025Q2: 13,313 shares; 2025Q3: 13,256 shares; 2025Q4: 13,063 shares; 2026Q1: 11,114 shares; 2026Q2: 11,062 shares 11,062 $1.52M 0.07% -52 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388 shares; 2025Q3: 1,949 shares; 2025Q4: 2,567 shares; 2026Q1: 2,436 shares; 2026Q2: 2,029 shares 2,029 $1.49M 0.07% -407 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,655 shares; 2024Q4: 4,583 shares; 2025Q1: 4,558 shares; 2025Q2: 4,503 shares; 2025Q3: 4,469 shares; 2025Q4: 4,251 shares; 2026Q1: 4,199 shares; 2026Q2: 4,113 shares 4,113 $1.47M 0.07% -86 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: 8,936 shares; 2024Q4: 8,905 shares; 2025Q1: 8,874 shares; 2025Q2: 8,897 shares; 2025Q3: 8,812 shares; 2025Q4: 8,655 shares; 2026Q1: 8,603 shares; 2026Q2: 8,603 shares 8,603 $1.45M 0.06% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,410 shares; 2024Q4: 25,869 shares; 2025Q1: 23,669 shares; 2025Q2: 25,169 shares; 2025Q3: 28,438 shares; 2025Q4: 25,661 shares; 2026Q1: 25,461 shares; 2026Q2: 26,813 shares 26,813 $1.43M 0.06% +1,352 Timeline DFAC 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: 31,964 shares; 2024Q4: 31,964 shares; 2025Q1: 31,964 shares; 2025Q2: 31,964 shares; 2025Q3: 31,964 shares; 2025Q4: 31,964 shares; 2026Q1: 31,964 shares; 2026Q2: 31,964 shares 31,964 $1.42M 0.06% 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: 10,312 shares; 2024Q4: 10,652 shares; 2025Q1: 10,652 shares; 2025Q2: 9,867 shares; 2025Q3: 9,867 shares; 2025Q4: 9,981 shares; 2026Q1: 9,841 shares; 2026Q2: 9,308 shares 9,308 $1.4M 0.06% -533 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,660 shares; 2024Q4: 16,212 shares; 2025Q1: 16,745 shares; 2025Q2: 17,715 shares; 2025Q3: 19,793 shares; 2025Q4: 19,743 shares; 2026Q1: 18,859 shares; 2026Q2: 17,664 shares 17,664 $1.4M 0.06% -1,195 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: 25,816 shares; 2024Q4: 23,708 shares; 2025Q1: 23,758 shares; 2025Q2: 24,322 shares; 2025Q3: 23,758 shares; 2025Q4: 24,411 shares; 2026Q1: 24,408 shares; 2026Q2: 24,213 shares 24,213 $1.38M 0.06% -195 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: 16,433 shares; 2024Q4: 16,433 shares; 2025Q1: 15,828 shares; 2025Q2: 15,828 shares; 2025Q3: 15,627 shares; 2025Q4: 15,582 shares; 2026Q1: 15,579 shares; 2026Q2: 15,579 shares 15,579 $1.37M 0.06% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,353 shares; 2024Q4: 11,492 shares; 2025Q1: 11,536 shares; 2025Q2: 11,566 shares; 2025Q3: 11,529 shares; 2025Q4: 11,295 shares; 2026Q1: 11,309 shares; 2026Q2: 11,149 shares 11,149 $1.33M 0.06% -160 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,819 shares; 2024Q4: 11,847 shares; 2025Q1: 13,852 shares; 2025Q2: 13,916 shares; 2025Q3: 13,793 shares; 2025Q4: 13,211 shares; 2026Q1: 13,210 shares; 2026Q2: 12,753 shares 12,753 $1.33M 0.06% -457 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: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: 1,405 shares; 2025Q2: 3,305 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares; 2026Q1: 3,235 shares; 2026Q2: 3,235 shares 3,235 $1.32M 0.06% 0 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: 20,398 shares; 2024Q4: 19,191 shares; 2025Q1: 19,117 shares; 2025Q2: 19,069 shares; 2025Q3: 19,091 shares; 2025Q4: 19,074 shares; 2026Q1: 18,095 shares; 2026Q2: 16,654 shares 16,654 $1.3M 0.06% -1,441 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,782 shares; 2024Q4: not reported; 2025Q1: 31,251 shares; 2025Q2: 30,801 shares; 2025Q3: 30,625 shares; 2025Q4: 29,016 shares; 2026Q1: 26,886 shares; 2026Q2: 26,886 shares 26,886 $1.29M 0.06% 0 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: 14,050 shares; 2024Q4: 14,204 shares; 2025Q1: 14,164 shares; 2025Q2: 13,594 shares; 2025Q3: 14,666 shares; 2025Q4: 14,524 shares; 2026Q1: 13,422 shares; 2026Q2: 12,861 shares 12,861 $1.24M 0.06% -561 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: 2,947 shares; 2024Q4: 2,947 shares; 2025Q1: 3,147 shares; 2025Q2: 3,221 shares; 2025Q3: 3,208 shares; 2025Q4: 3,209 shares; 2026Q1: 3,150 shares; 2026Q2: 3,150 shares 3,150 $1.17M 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: 5,338 shares; 2024Q4: 5,338 shares; 2025Q1: 5,268 shares; 2025Q2: 6,865 shares; 2025Q3: 7,221 shares; 2025Q4: 7,364 shares; 2026Q1: 7,239 shares; 2026Q2: 5,739 shares 5,739 $1.15M 0.05% -1,500 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: 7,408 shares; 2024Q4: 7,343 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares; 2026Q2: 4,957 shares 4,957 $1.13M 0.05% -2,343 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 7,711 shares; 2026Q1: 6,703 shares; 2026Q2: 6,703 shares 6,703 $1.09M 0.05% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,897 shares; 2024Q4: 6,897 shares; 2025Q1: 6,704 shares; 2025Q2: 6,704 shares; 2025Q3: 6,604 shares; 2025Q4: 6,424 shares; 2026Q1: 6,204 shares; 2026Q2: 6,104 shares 6,104 $1.09M 0.05% -100 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: 13,578 shares; 2024Q4: 13,167 shares; 2025Q1: 12,343 shares; 2025Q2: 11,818 shares; 2025Q3: 11,602 shares; 2025Q4: 10,581 shares; 2026Q1: 10,162 shares; 2026Q2: 9,584 shares 9,584 $1.09M 0.05% -578 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,346 shares; 2024Q4: 11,473 shares; 2025Q1: 11,430 shares; 2025Q2: 11,282 shares; 2025Q3: 11,211 shares; 2025Q4: 11,445 shares; 2026Q1: 11,209 shares; 2026Q2: 11,065 shares 11,065 $1.08M 0.05% -144 Timeline SCHE 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: 36,794 shares; 2024Q4: 39,003 shares; 2025Q1: 38,558 shares; 2025Q2: 38,108 shares; 2025Q3: 37,143 shares; 2025Q4: 36,713 shares; 2026Q1: 35,568 shares; 2026Q2: 29,603 shares 29,603 $1.07M 0.05% -5,965 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: 18,654 shares; 2024Q4: 18,519 shares; 2025Q1: 18,474 shares; 2025Q2: 18,460 shares; 2025Q3: 18,400 shares; 2025Q4: 18,382 shares; 2026Q1: 18,099 shares; 2026Q2: 17,657 shares 17,657 $1.07M 0.05% -442 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: 866 shares; 2024Q4: 866 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 885 shares; 2025Q4: 880 shares; 2026Q1: 872 shares; 2026Q2: 872 shares 872 $1.02M 0.05% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,454 shares; 2024Q4: 8,104 shares; 2025Q1: 7,837 shares; 2025Q2: 7,712 shares; 2025Q3: 7,712 shares; 2025Q4: 8,066 shares; 2026Q1: 8,016 shares; 2026Q2: 8,159 shares 8,159 $1.02M 0.05% +143 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,196 shares; 2024Q4: 4,043 shares; 2025Q1: 4,018 shares; 2025Q2: 3,981 shares; 2025Q3: 3,924 shares; 2025Q4: 3,662 shares; 2026Q1: 3,565 shares; 2026Q2: 3,484 shares 3,484 $1.02M 0.05% -81 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: 5,884 shares; 2024Q4: 5,884 shares; 2025Q1: 5,884 shares; 2025Q2: 5,884 shares; 2025Q3: 5,884 shares; 2025Q4: 6,129 shares; 2026Q1: 6,129 shares; 2026Q2: 6,129 shares 6,129 $958K 0.04% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,858 shares; 2024Q4: 2,858 shares; 2025Q1: 2,861 shares; 2025Q2: 2,939 shares; 2025Q3: 3,010 shares; 2025Q4: 3,014 shares; 2026Q1: 3,011 shares; 2026Q2: 3,026 shares 3,026 $953K 0.04% +15 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: 16,817 shares; 2024Q4: 16,212 shares; 2025Q1: 16,023 shares; 2025Q2: 15,873 shares; 2025Q3: 15,873 shares; 2025Q4: 15,873 shares; 2026Q1: 15,628 shares; 2026Q2: 15,598 shares 15,598 $948K 0.04% -30 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,487 shares; 2024Q4: 11,365 shares; 2025Q1: 9,820 shares; 2025Q2: 8,660 shares; 2025Q3: 6,622 shares; 2025Q4: 6,522 shares; 2026Q1: 9,972 shares; 2026Q2: 9,972 shares 9,972 $943K 0.04% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,662 shares; 2024Q4: 3,629 shares; 2025Q1: 3,575 shares; 2025Q2: 3,525 shares; 2025Q3: 3,539 shares; 2025Q4: 3,410 shares; 2026Q1: 3,359 shares; 2026Q2: 3,309 shares 3,309 $936K 0.04% -50 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: 8,153 shares; 2024Q4: 6,927 shares; 2025Q1: 6,781 shares; 2025Q2: 6,661 shares; 2025Q3: 6,592 shares; 2025Q4: 6,029 shares; 2026Q1: 6,018 shares; 2026Q2: 6,011 shares 6,011 $910K 0.04% -7 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,149 shares 17,149 $872K 0.04% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,061 shares; 2024Q4: 8,061 shares; 2025Q1: 8,061 shares; 2025Q2: 7,811 shares; 2025Q3: 7,811 shares; 2025Q4: 7,829 shares; 2026Q1: 7,319 shares; 2026Q2: 7,319 shares 7,319 $861K 0.04% 0 Timeline RDVY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 5,450 shares; 2025Q4: 11,900 shares; 2026Q1: 10,350 shares; 2026Q2: 10,150 shares 10,150 $823K 0.04% -200 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 15,165 shares 15,165 $807K 0.04% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 5,791 shares 5,791 $785K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,428 shares; 2025Q3: 1,371 shares; 2025Q4: 2,352 shares; 2026Q1: 2,309 shares; 2026Q2: 1,971 shares 1,971 $783K 0.03% -338 Timeline FGD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,004 shares 24,004 $768K 0.03% new 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: 53,688 shares; 2024Q4: 60,209 shares; 2025Q1: 57,335 shares; 2025Q2: 10,867 shares; 2025Q3: 8,992 shares; 2025Q4: 11,361 shares; 2026Q1: 9,542 shares; 2026Q2: 9,236 shares 9,236 $768K 0.03% -306 Timeline NOBL PROSHARES TR More: the full row for PROSHARES 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: not reported; 2026Q2: 13,502 shares 13,502 $758K 0.03% new Timeline VABK VIRGINIA NATL BK CHRLOTSVLE More: the full row for VIRGINIA NATL BK CHRLOTSVLE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares; 2026Q2: 17,000 shares 17,000 $754K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,768 shares; 2024Q4: 7,733 shares; 2025Q1: 7,017 shares; 2025Q2: 6,506 shares; 2025Q3: 6,506 shares; 2025Q4: 6,166 shares; 2026Q1: 6,162 shares; 2026Q2: 5,812 shares 5,812 $734K 0.03% -350 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,595 shares; 2024Q4: 11,595 shares; 2025Q1: 11,595 shares; 2025Q2: 10,534 shares; 2025Q3: 10,534 shares; 2025Q4: 10,534 shares; 2026Q1: 10,534 shares; 2026Q2: 8,736 shares 8,736 $716K 0.03% -1,798 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: 18,853 shares; 2024Q4: 17,867 shares; 2025Q1: 16,510 shares; 2025Q2: 18,031 shares; 2025Q3: 17,891 shares; 2025Q4: 17,073 shares; 2026Q1: 16,639 shares; 2026Q2: 15,876 shares 15,876 $672K 0.03% -763 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,347 shares; 2024Q4: 6,322 shares; 2025Q1: 6,146 shares; 2025Q2: 6,026 shares; 2025Q3: 5,936 shares; 2025Q4: 5,816 shares; 2026Q1: 5,646 shares; 2026Q2: 5,626 shares 5,626 $669K 0.03% -20 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: 1,097 shares; 2024Q4: 1,080 shares; 2025Q1: 1,086 shares; 2025Q2: 1,134 shares; 2025Q3: 1,370 shares; 2025Q4: 1,461 shares; 2026Q1: 1,357 shares; 2026Q2: 1,302 shares 1,302 $669K 0.03% -55 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,091 shares; 2026Q2: 8,686 shares 8,686 $666K 0.03% +7,595 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,470 shares; 2024Q4: 5,353 shares; 2025Q1: 5,365 shares; 2025Q2: 6,161 shares; 2025Q3: 6,131 shares; 2025Q4: 7,107 shares; 2026Q1: 6,960 shares; 2026Q2: 7,521 shares 7,521 $647K 0.03% +561 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: 7,019 shares; 2024Q4: 6,519 shares; 2025Q1: 6,470 shares; 2025Q2: 6,470 shares; 2025Q3: 6,320 shares; 2025Q4: 7,336 shares; 2026Q1: 6,792 shares; 2026Q2: 6,592 shares 6,592 $631K 0.03% -200 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,881 shares; 2024Q4: 3,651 shares; 2025Q1: 3,585 shares; 2025Q2: 5,196 shares; 2025Q3: 5,906 shares; 2025Q4: 5,536 shares; 2026Q1: 5,470 shares; 2026Q2: 5,038 shares 5,038 $627K 0.03% -432 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,337 shares; 2025Q2: 5,137 shares; 2025Q3: 4,959 shares; 2025Q4: 4,929 shares; 2026Q1: 4,717 shares; 2026Q2: 4,628 shares 4,628 $625K 0.03% -89 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,254 shares; 2024Q4: 11,819 shares; 2025Q1: 10,137 shares; 2025Q2: 9,662 shares; 2025Q3: 9,662 shares; 2025Q4: 8,762 shares; 2026Q1: 8,447 shares; 2026Q2: 8,177 shares 8,177 $625K 0.03% -270 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,610 shares; 2024Q4: 1,581 shares; 2025Q1: 1,564 shares; 2025Q2: 3,052 shares; 2025Q3: 3,076 shares; 2025Q4: 4,082 shares; 2026Q1: 4,245 shares; 2026Q2: 3,247 shares 3,247 $618K 0.03% -998 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: 34,404 shares; 2024Q4: 33,098 shares; 2025Q1: 30,616 shares; 2025Q2: 29,677 shares; 2025Q3: 31,497 shares; 2025Q4: 30,187 shares; 2026Q1: 29,955 shares; 2026Q2: 29,818 shares 29,818 $617K 0.03% -137 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,597 shares; 2024Q4: 8,597 shares; 2025Q1: 8,597 shares; 2025Q2: 8,211 shares; 2025Q3: 8,211 shares; 2025Q4: 8,233 shares; 2026Q1: 8,231 shares; 2026Q2: 8,231 shares 8,231 $612K 0.03% 0 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: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,528 shares; 2026Q1: 1,632 shares; 2026Q2: 1,623 shares 1,623 $609K 0.03% -9 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: 18,853 shares; 2024Q4: 35,226 shares; 2025Q1: 32,330 shares; 2025Q2: 32,330 shares; 2025Q3: 25,297 shares; 2025Q4: 25,297 shares; 2026Q1: 25,281 shares; 2026Q2: 21,742 shares 21,742 $602K 0.03% -3,539 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: 5,373 shares; 2024Q4: 4,973 shares; 2025Q1: 4,973 shares; 2025Q2: 6,570 shares; 2025Q3: 7,790 shares; 2025Q4: 8,093 shares; 2026Q1: 7,993 shares; 2026Q2: 7,793 shares 7,793 $572K 0.03% -200 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,084 shares; 2026Q1: 1,081 shares; 2026Q2: 1,081 shares 1,081 $566K 0.03% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,902 shares; 2024Q4: 3,987 shares; 2025Q1: 3,989 shares; 2025Q2: 3,948 shares; 2025Q3: 3,927 shares; 2025Q4: 3,420 shares; 2026Q1: 3,220 shares; 2026Q2: 3,180 shares 3,180 $558K 0.02% -40 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU 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: 14,505 shares; 2025Q4: 28,737 shares; 2026Q1: 26,637 shares; 2026Q2: 26,637 shares 26,637 $548K 0.02% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,466 shares; 2024Q4: 11,466 shares; 2025Q1: 10,386 shares; 2025Q2: 9,786 shares; 2025Q3: 9,786 shares; 2025Q4: 9,786 shares; 2026Q1: 9,711 shares; 2026Q2: 9,671 shares 9,671 $534K 0.02% -40 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: 8,000 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 10,100 shares; 2026Q1: 14,100 shares; 2026Q2: 10,100 shares 10,100 $511K 0.02% -4,000 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES 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: 2,995 shares; 2025Q4: 4,692 shares; 2026Q1: 4,378 shares; 2026Q2: 4,378 shares 4,378 $511K 0.02% 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: 4,986 shares; 2024Q4: 4,986 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 4,986 shares; 2025Q4: 4,986 shares; 2026Q1: 4,986 shares; 2026Q2: 4,986 shares 4,986 $509K 0.02% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,479 shares; 2024Q4: 21,213 shares; 2025Q1: 21,065 shares; 2025Q2: 20,637 shares; 2025Q3: 18,822 shares; 2025Q4: 18,604 shares; 2026Q1: 18,593 shares; 2026Q2: 18,593 shares 18,593 $509K 0.02% 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares 2,450 $507K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,150 shares; 2024Q4: 43,503 shares; 2025Q1: 43,721 shares; 2025Q2: 7,993 shares; 2025Q3: 7,205 shares; 2025Q4: 5,331 shares; 2026Q1: 4,141 shares; 2026Q2: 3,870 shares 3,870 $505K 0.02% -271 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,378 shares; 2024Q4: 6,212 shares; 2025Q1: 6,057 shares; 2025Q2: 5,957 shares; 2025Q3: 5,927 shares; 2025Q4: 5,322 shares; 2026Q1: 5,072 shares; 2026Q2: 5,072 shares 5,072 $480K 0.02% 0 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES 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: not reported; 2026Q2: 18,944 shares 18,944 $453K 0.02% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares; 2026Q2: 5,900 shares 5,900 $449K 0.02% 0 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: 10,530 shares; 2024Q4: 9,880 shares; 2025Q1: 7,830 shares; 2025Q2: 7,920 shares; 2025Q3: 7,744 shares; 2025Q4: 11,573 shares; 2026Q1: 11,558 shares; 2026Q2: 10,933 shares 10,933 $449K 0.02% -625 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: 9,000 shares; 2024Q4: 25,551 shares; 2025Q1: 25,731 shares; 2025Q2: 25,731 shares; 2025Q3: 14,076 shares; 2025Q4: 14,076 shares; 2026Q1: 14,076 shares; 2026Q2: 14,076 shares 14,076 $446K 0.02% 0 Timeline VNQ 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: 8,214 shares; 2024Q4: 6,964 shares; 2025Q1: 6,914 shares; 2025Q2: 6,664 shares; 2025Q3: 6,414 shares; 2025Q4: 5,196 shares; 2026Q1: 5,150 shares; 2026Q2: 4,575 shares 4,575 $441K 0.02% -575 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: 754 shares; 2024Q4: 673 shares; 2025Q1: 676 shares; 2025Q2: 730 shares; 2025Q3: 555 shares; 2025Q4: 573 shares; 2026Q1: 462 shares; 2026Q2: 462 shares 462 $432K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,161 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,464 shares; 2025Q3: 1,464 shares; 2025Q4: 1,464 shares; 2026Q1: 1,464 shares; 2026Q2: 1,464 shares 1,464 $404K 0.02% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,495 shares; 2024Q4: 4,480 shares; 2025Q1: 4,470 shares; 2025Q2: 4,315 shares; 2025Q3: 4,128 shares; 2025Q4: 4,130 shares; 2026Q1: 4,130 shares; 2026Q2: 4,130 shares 4,130 $400K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,592 shares; 2024Q4: not reported; 2025Q1: 1,593 shares; 2025Q2: 1,706 shares; 2025Q3: 1,592 shares; 2025Q4: 1,529 shares; 2026Q1: 1,528 shares; 2026Q2: 1,528 shares 1,528 $398K 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,814 shares; 2024Q4: 7,769 shares; 2025Q1: 7,772 shares; 2025Q2: 7,912 shares; 2025Q3: 8,022 shares; 2025Q4: 8,417 shares; 2026Q1: 8,394 shares; 2026Q2: 7,714 shares 7,714 $389K 0.02% -680 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX 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: 3,867 shares; 2026Q1: 3,867 shares; 2026Q2: 3,867 shares 3,867 $380K 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 868 shares 868 $375K 0.02% new Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,070 shares; 2024Q4: 5,995 shares; 2025Q1: 5,995 shares; 2025Q2: 5,260 shares; 2025Q3: 5,260 shares; 2025Q4: 5,235 shares; 2026Q1: 5,135 shares; 2026Q2: 5,135 shares 5,135 $354K 0.02% 0 Timeline FV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 5,326 shares; 2025Q4: 6,450 shares; 2026Q1: 5,800 shares; 2026Q2: 4,650 shares 4,650 $353K 0.02% -1,150 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,868 shares; 2024Q4: 2,368 shares; 2025Q1: 2,028 shares; 2025Q2: 1,808 shares; 2025Q3: 1,773 shares; 2025Q4: 1,624 shares; 2026Q1: 1,473 shares; 2026Q2: 1,473 shares 1,473 $350K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,259 shares; 2024Q4: 9,042 shares; 2025Q1: 7,926 shares; 2025Q2: 7,926 shares; 2025Q3: 9,838 shares; 2025Q4: 9,501 shares; 2026Q1: 9,501 shares; 2026Q2: 9,276 shares 9,276 $343K 0.02% -225 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,154 shares; 2024Q4: 3,109 shares; 2025Q1: 3,116 shares; 2025Q2: 2,604 shares; 2025Q3: 2,604 shares; 2025Q4: 2,576 shares; 2026Q1: 2,501 shares; 2026Q2: 2,501 shares 2,501 $342K 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: 2,133 shares; 2024Q4: 2,133 shares; 2025Q1: 2,133 shares; 2025Q2: 2,133 shares; 2025Q3: 2,108 shares; 2025Q4: 2,136 shares; 2026Q1: 2,098 shares; 2026Q2: 2,053 shares 2,053 $328K 0.01% -45 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,700 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,001 shares; 2026Q1: 4,000 shares; 2026Q2: 2,700 shares 2,700 $327K 0.01% -1,300 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: 55,896 shares; 2024Q4: 26,425 shares; 2025Q1: 3,153 shares; 2025Q2: 3,163 shares; 2025Q3: 3,133 shares; 2025Q4: 3,087 shares; 2026Q1: 3,086 shares; 2026Q2: 3,102 shares 3,102 $321K 0.01% +16 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,980 shares; 2025Q3: 7,980 shares; 2025Q4: 7,980 shares; 2026Q1: 7,980 shares; 2026Q2: 7,980 shares 7,980 $319K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES 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: 2,386 shares; 2026Q1: 2,385 shares; 2026Q2: 2,385 shares 2,385 $317K 0.01% 0 Timeline RPG 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: 4,955 shares; 2025Q1: not reported; 2025Q2: 4,955 shares; 2025Q3: 6,737 shares; 2025Q4: 7,062 shares; 2026Q1: 5,397 shares; 2026Q2: 4,955 shares 4,955 $316K 0.01% -442 Timeline FXL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,375 shares; 2025Q4: 2,170 shares; 2026Q1: 1,720 shares; 2026Q2: 1,450 shares 1,450 $315K 0.01% -270 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: 949 shares; 2025Q4: 916 shares; 2026Q1: 913 shares; 2026Q2: 913 shares 913 $314K 0.01% 0 Timeline TLH 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: 2,130 shares; 2025Q4: 3,130 shares; 2026Q1: 3,130 shares; 2026Q2: 3,130 shares 3,130 $314K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,942 shares; 2024Q4: 9,510 shares; 2025Q1: 9,510 shares; 2025Q2: 9,360 shares; 2025Q3: 8,855 shares; 2025Q4: 9,621 shares; 2026Q1: 9,389 shares; 2026Q2: 9,573 shares 9,573 $303K 0.01% +184 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: 5,600 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,000 shares; 2025Q3: not reported; 2025Q4: 4,908 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $302K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE 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: 2,464 shares; 2025Q4: 2,469 shares; 2026Q1: 2,379 shares; 2026Q2: 2,190 shares 2,190 $295K 0.01% -189 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 956 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares; 2026Q2: 1,011 shares 1,011 $294K 0.01% 0 Timeline DGRW 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: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $287K 0.01% 0 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: 2,172 shares; 2024Q4: 4,041 shares; 2025Q1: 2,172 shares; 2025Q2: 1,737 shares; 2025Q3: 1,737 shares; 2025Q4: 1,492 shares; 2026Q1: 1,492 shares; 2026Q2: 1,492 shares 1,492 $284K 0.01% 0 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,863 shares; 2024Q4: 5,863 shares; 2025Q1: 5,613 shares; 2025Q2: 5,613 shares; 2025Q3: 5,613 shares; 2025Q4: 5,438 shares; 2026Q1: 5,438 shares; 2026Q2: 5,438 shares 5,438 $284K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $280K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,794 shares; 2024Q4: 6,794 shares; 2025Q1: 6,794 shares; 2025Q2: 6,794 shares; 2025Q3: 6,794 shares; 2025Q4: 6,794 shares; 2026Q1: 6,794 shares; 2026Q2: 6,794 shares 6,794 $275K 0.01% 0 Timeline XLRE 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: not reported; 2025Q3: not reported; 2025Q4: 6,979 shares; 2026Q1: 6,250 shares; 2026Q2: 6,250 shares 6,250 $275K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,302 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 2,462 shares; 2025Q3: 2,462 shares; 2025Q4: 2,584 shares; 2026Q1: 2,563 shares; 2026Q2: 2,340 shares 2,340 $274K 0.01% -223 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: 579 shares; 2024Q4: 570 shares; 2025Q1: 572 shares; 2025Q2: 568 shares; 2025Q3: 538 shares; 2025Q4: 529 shares; 2026Q1: 529 shares; 2026Q2: 529 shares 529 $269K 0.01% 0 Timeline SPMB 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $268K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: 648 shares 648 $255K 0.01% 0 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $252K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,822 shares; 2024Q4: 2,789 shares; 2025Q1: 2,589 shares; 2025Q2: not reported; 2025Q3: 5,178 shares; 2025Q4: 5,191 shares; 2026Q1: 5,408 shares; 2026Q2: 5,190 shares 5,190 $249K 0.01% -218 Timeline SPHQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,765 shares 2,765 $249K 0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,024 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,724 shares 2,724 $237K 0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 1,428 shares; 2025Q4: 1,453 shares; 2026Q1: 1,453 shares; 2026Q2: 1,397 shares 1,397 $227K 0.01% -56 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: 39,573 shares; 2024Q4: 37,113 shares; 2025Q1: 37,329 shares; 2025Q2: 36,092 shares; 2025Q3: 36,132 shares; 2025Q4: 9,203 shares; 2026Q1: 2,162 shares; 2026Q2: 2,071 shares 2,071 $223K 0.01% -91 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: 979 shares 979 $219K 0.01% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 1,828 shares; 2026Q2: 1,828 shares 1,828 $218K 0.01% 0 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: 979 shares 979 $216K 0.01% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,330 shares 1,330 $210K 0.01% new 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: 4,177 shares; 2024Q4: 4,177 shares; 2025Q1: 3,813 shares; 2025Q2: 4,013 shares; 2025Q3: 3,744 shares; 2025Q4: 864 shares; 2026Q1: 864 shares; 2026Q2: 864 shares 864 $209K 0.01% 0 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: 7,675 shares; 2024Q4: 5,140 shares; 2025Q1: 5,040 shares; 2025Q2: 11,990 shares; 2025Q3: 11,936 shares; 2025Q4: 9,790 shares; 2026Q1: 4,885 shares; 2026Q2: 4,160 shares 4,160 $209K 0.01% -725 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,173 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 940 shares; 2026Q1: 939 shares; 2026Q2: 939 shares 939 $209K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,145 shares; 2025Q1: 3,965 shares; 2025Q2: 3,965 shares; 2025Q3: 3,913 shares; 2025Q4: 5,868 shares; 2026Q1: 5,660 shares; 2026Q2: 4,910 shares 4,910 $209K 0.01% -750 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: 4,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,523 shares; 2025Q4: 4,604 shares; 2026Q1: 4,036 shares; 2026Q2: 3,850 shares 3,850 $209K 0.01% -186 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,657 shares; 2025Q4: 2,657 shares; 2026Q1: 5,457 shares; 2026Q2: 2,812 shares 2,812 $206K 0.01% -2,645 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,350 shares; 2024Q4: not reported; 2025Q1: 5,350 shares; 2025Q2: not reported; 2025Q3: 5,350 shares; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares; 2026Q2: 5,350 shares 5,350 $205K 0.01% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $200K 0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares; 2026Q2: 1,640 shares 1,640 $195K 0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $191K 0.01% 0 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: not reported; 2024Q4: 1,344 shares; 2025Q1: 1,937 shares; 2025Q2: 690 shares; 2025Q3: 693 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,384 shares 1,384 $162K 0.01% +4 Timeline MTUM 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: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $156K 0.01% 0 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,145 shares; 2026Q2: 842 shares 842 $145K 0.01% -3,303 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: 4,191 shares; 2025Q3: 4,191 shares; 2025Q4: 3,921 shares; 2026Q1: 3,921 shares; 2026Q2: 3,921 shares 3,921 $136K 0.01% 0 Timeline DFUV 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: 2,583 shares; 2025Q3: 2,583 shares; 2025Q4: 2,581 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $132K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 541 shares; 2026Q2: 541 shares 541 $119K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,243 shares; 2026Q1: 1,242 shares; 2026Q2: 1,242 shares 1,242 $109K <0.01% 0 Timeline TIP 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: not reported; 2026Q1: not reported; 2026Q2: 875 shares 875 $95.7K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $81.3K <0.01% 0 Timeline DFAS 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: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,100 shares; 2026Q1: 950 shares; 2026Q2: 971 shares 971 $80K <0.01% +21 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,609 shares; 2024Q4: 5,609 shares; 2025Q1: 5,609 shares; 2025Q2: 5,609 shares; 2025Q3: 5,609 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $76.6K <0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares; 2026Q2: 772 shares 772 $73.2K <0.01% -334 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,047 shares 1,047 $68.8K <0.01% +47 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $58K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $55.6K <0.01% 0 Timeline IEZ 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: 25,390 shares; 2025Q1: 12,841 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,055 shares; 2026Q1: 2,055 shares; 2026Q2: 2,055 shares 2,055 $55.3K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $54.4K <0.01% 0 Timeline IYR 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: 508 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $51.9K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 540 shares 540 $44.6K <0.01% +450 Timeline FLOT 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: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 835 shares 835 $42.6K <0.01% +247 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,154 shares; 2024Q4: 4,842 shares; 2025Q1: 4,864 shares; 2025Q2: 3,064 shares; 2025Q3: 3,090 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $41.1K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $35.7K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $34.2K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,680 shares; 2024Q4: 7,680 shares; 2025Q1: 7,618 shares; 2025Q2: 6,586 shares; 2025Q3: 6,099 shares; 2025Q4: 255 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $33.7K <0.01% 0 Timeline SKYY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 225 shares 225 $30.3K <0.01% -26 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 389 shares; 2026Q2: 389 shares 389 $30.3K <0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,247 shares; 2026Q2: 1,247 shares 1,247 $30.1K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 2,950 shares; 2025Q2: 2,934 shares; 2025Q3: 2,890 shares; 2025Q4: 204 shares; 2026Q1: 175 shares; 2026Q2: 164 shares 164 $29.3K <0.01% -11 Timeline GOVT 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: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $28.5K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $24.4K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $23.3K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,802 shares; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 2,702 shares; 2025Q3: 2,702 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 164 shares 164 $22.4K <0.01% 0 Timeline IXN 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: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $21.7K <0.01% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 399 shares; 2025Q4: 399 shares; 2026Q1: 399 shares; 2026Q2: 399 shares 399 $18.7K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $18.6K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 147 shares 147 $17.3K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $17.2K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $15.4K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $15.2K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $15.1K <0.01% 0 Timeline IXJ 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: not reported; 2026Q1: not reported; 2026Q2: 125 shares 125 $12.3K <0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 126 shares 126 $11.9K <0.01% 0 Timeline PEY 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: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 512 shares; 2026Q1: 512 shares; 2026Q2: 512 shares 512 $11.9K <0.01% 0 Timeline RSPH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $8.3K <0.01% new Timeline USIG 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: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $6.41K <0.01% 0 Timeline IYG 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: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $6.24K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 60 shares 60 $5.17K <0.01% +50 Timeline SCZ 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: not reported; 2026Q1: not reported; 2026Q2: 57 shares 57 $4.69K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $2.84K <0.01% new Timeline FNDX 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: not reported; 2026Q2: 88 shares 88 $2.74K <0.01% new Timeline FNDF 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: not reported; 2026Q2: 40 shares 40 $2.11K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $2.05K <0.01% 0 Timeline COMT 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: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $456 <0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 476 shares; 2026Q2: 1 shares 1 $344 <0.01% -475 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES 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: not reported; 2026Q2: 1 shares 1 $81 <0.01% new Timeline DWM 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: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $40 <0.01% 0 Timeline