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: 252,162 shares; 2024Q4: 247,156 shares; 2025Q1: 240,259 shares; 2025Q2: 239,403 shares; 2025Q3: 239,799 shares; 2025Q4: 245,682 shares; 2026Q1: 233,646 shares; 2026Q2: 233,067 shares 233,067 $31.9M 24.11% -579 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: 10,546 shares; 2024Q4: 10,533 shares; 2025Q1: 10,503 shares; 2025Q2: 10,504 shares; 2025Q3: 10,516 shares; 2025Q4: 10,430 shares; 2026Q1: 10,440 shares; 2026Q2: 10,396 shares 10,396 $9.73M 7.36% -44 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: 23,362 shares; 2024Q4: 25,380 shares; 2025Q1: 23,224 shares; 2025Q2: 22,872 shares; 2025Q3: 23,008 shares; 2025Q4: 23,075 shares; 2026Q1: 23,068 shares; 2026Q2: 23,566 shares 23,566 $6.82M 5.16% +498 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: 20,284 shares; 2024Q4: 20,374 shares; 2025Q1: 19,818 shares; 2025Q2: 19,894 shares; 2025Q3: 20,339 shares; 2025Q4: 20,828 shares; 2026Q1: 20,693 shares; 2026Q2: 21,224 shares 21,224 $4.25M 3.21% +531 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,723 shares; 2024Q4: 10,839 shares; 2025Q1: 10,776 shares; 2025Q2: 10,902 shares; 2025Q3: 11,073 shares; 2025Q4: 11,042 shares; 2026Q1: 10,340 shares; 2026Q2: 10,466 shares 10,466 $3.9M 2.95% +126 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: 13,757 shares; 2024Q4: 13,784 shares; 2025Q1: 14,006 shares; 2025Q2: 13,917 shares; 2025Q3: 13,869 shares; 2025Q4: 13,854 shares; 2026Q1: 13,796 shares; 2026Q2: 13,854 shares 13,854 $3.49M 2.64% +58 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: 5,984 shares; 2024Q4: 6,046 shares; 2025Q1: 6,022 shares; 2025Q2: 7,088 shares; 2025Q3: 6,839 shares; 2025Q4: 6,882 shares; 2026Q1: 6,923 shares; 2026Q2: 6,851 shares 6,851 $2.7M 2.04% -72 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: 7,407 shares; 2024Q4: 7,039 shares; 2025Q1: 6,900 shares; 2025Q2: 6,880 shares; 2025Q3: 7,061 shares; 2025Q4: 7,232 shares; 2026Q1: 7,338 shares; 2026Q2: 7,483 shares 7,483 $2.67M 2.02% +145 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,298 shares; 2024Q4: 1,275 shares; 2025Q1: 1,317 shares; 2025Q2: 1,237 shares; 2025Q3: 1,296 shares; 2025Q4: 9,034 shares; 2026Q1: 8,819 shares; 2026Q2: 9,188 shares 9,188 $2.58M 1.95% +369 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: 5,235 shares; 2024Q4: 5,189 shares; 2025Q1: 5,188 shares; 2025Q2: 5,296 shares; 2025Q3: 5,085 shares; 2025Q4: 5,086 shares; 2026Q1: 5,228 shares; 2026Q2: 20,692 shares 20,692 $2.57M 1.94% +15,464 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: 9,193 shares; 2024Q4: 9,081 shares; 2025Q1: 8,874 shares; 2025Q2: 8,794 shares; 2025Q3: 8,689 shares; 2025Q4: 8,849 shares; 2026Q1: 8,837 shares; 2026Q2: 10,041 shares 10,041 $2.39M 1.81% +1,204 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: 8,003 shares; 2024Q4: 8,118 shares; 2025Q1: 8,028 shares; 2025Q2: 8,420 shares; 2025Q3: 8,390 shares; 2025Q4: 8,422 shares; 2026Q1: 8,757 shares; 2026Q2: 8,762 shares 8,762 $2.12M 1.61% +5 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: 7,304 shares; 2024Q4: 7,414 shares; 2025Q1: 7,389 shares; 2025Q2: 8,280 shares; 2025Q3: 8,183 shares; 2025Q4: 8,263 shares; 2026Q1: 8,476 shares; 2026Q2: 8,472 shares 8,472 $1.87M 1.42% -4 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: 21,833 shares; 2024Q4: 21,990 shares; 2025Q1: 21,996 shares; 2025Q2: 22,056 shares; 2025Q3: 21,961 shares; 2025Q4: 21,898 shares; 2026Q1: 21,958 shares; 2026Q2: 22,015 shares 22,015 $1.79M 1.35% +57 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: 11,108 shares; 2024Q4: 11,100 shares; 2025Q1: 11,087 shares; 2025Q2: 11,395 shares; 2025Q3: 11,140 shares; 2025Q4: 11,281 shares; 2026Q1: 11,762 shares; 2026Q2: 11,758 shares 11,758 $1.72M 1.3% -4 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: 7,676 shares; 2024Q4: 7,274 shares; 2025Q1: 6,977 shares; 2025Q2: 6,997 shares; 2025Q3: 6,513 shares; 2025Q4: 6,389 shares; 2026Q1: 6,500 shares; 2026Q2: 6,481 shares 6,481 $1.65M 1.25% -19 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: 7,361 shares; 2024Q4: 7,357 shares; 2025Q1: 7,361 shares; 2025Q2: 7,362 shares; 2025Q3: 7,359 shares; 2025Q4: 7,359 shares; 2026Q1: 7,360 shares; 2026Q2: 7,359 shares 7,359 $1.64M 1.24% -1 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: 4,773 shares; 2024Q4: 4,806 shares; 2025Q1: 4,817 shares; 2025Q2: 4,859 shares; 2025Q3: 4,855 shares; 2025Q4: 4,775 shares; 2026Q1: 4,715 shares; 2026Q2: 4,650 shares 4,650 $1.64M 1.24% -65 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: 8,448 shares; 2024Q4: 8,497 shares; 2025Q1: 8,525 shares; 2025Q2: 8,533 shares; 2025Q3: 8,555 shares; 2025Q4: 8,525 shares; 2026Q1: 8,540 shares; 2026Q2: 8,655 shares 8,655 $1.57M 1.18% +115 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: 8,466 shares; 2024Q4: 8,545 shares; 2025Q1: 8,462 shares; 2025Q2: 8,859 shares; 2025Q3: 8,728 shares; 2025Q4: 8,866 shares; 2026Q1: 9,312 shares; 2026Q2: 9,307 shares 9,307 $1.53M 1.16% -5 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: 4,739 shares; 2024Q4: 4,640 shares; 2025Q1: 4,431 shares; 2025Q2: 4,370 shares; 2025Q3: 4,289 shares; 2025Q4: 3,683 shares; 2026Q1: 4,123 shares; 2026Q2: 4,177 shares 4,177 $1.48M 1.12% +54 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,684 shares; 2024Q4: 4,485 shares; 2025Q1: 4,323 shares; 2025Q2: 4,413 shares; 2025Q3: 4,378 shares; 2025Q4: 4,383 shares; 2026Q1: 4,384 shares; 2026Q2: 4,373 shares 4,373 $1.43M 1.08% -11 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: 3,389 shares; 2024Q4: 3,279 shares; 2025Q1: 3,361 shares; 2025Q2: 3,405 shares; 2025Q3: 3,598 shares; 2025Q4: 3,665 shares; 2026Q1: 3,541 shares; 2026Q2: 3,596 shares 3,596 $1.36M 1.03% +55 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: 933 shares; 2024Q4: 985 shares; 2025Q1: 1,064 shares; 2025Q2: 1,044 shares; 2025Q3: 991 shares; 2025Q4: 1,033 shares; 2026Q1: 1,008 shares; 2026Q2: 1,033 shares 1,033 $1.24M 0.94% +25 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,907 shares; 2024Q4: 25,894 shares; 2025Q1: 25,894 shares; 2025Q2: 25,837 shares; 2025Q3: 25,691 shares; 2025Q4: 25,691 shares; 2026Q1: 25,658 shares; 2026Q2: 25,576 shares 25,576 $1.23M 0.93% -82 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: 14,439 shares; 2024Q4: 14,431 shares; 2025Q1: 14,685 shares; 2025Q2: 14,654 shares; 2025Q3: 14,535 shares; 2025Q4: 14,393 shares; 2026Q1: 14,133 shares; 2026Q2: 13,282 shares 13,282 $1.21M 0.91% -851 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,413 shares; 2024Q4: 14,781 shares; 2025Q1: 14,781 shares; 2025Q2: 15,141 shares; 2025Q3: 14,907 shares; 2025Q4: 15,094 shares; 2026Q1: 15,689 shares; 2026Q2: 15,719 shares 15,719 $1.2M 0.91% +30 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,489 shares; 2024Q4: 8,740 shares; 2025Q1: 8,740 shares; 2025Q2: 8,999 shares; 2025Q3: 8,876 shares; 2025Q4: 8,992 shares; 2026Q1: 9,377 shares; 2026Q2: 9,405 shares 9,405 $1.17M 0.89% +28 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: 9,810 shares; 2024Q4: 9,805 shares; 2025Q1: 9,831 shares; 2025Q2: 9,989 shares; 2025Q3: 9,999 shares; 2025Q4: 10,024 shares; 2026Q1: 10,057 shares; 2026Q2: 10,016 shares 10,016 $1.13M 0.86% -41 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 740 shares; 2026Q1: 803 shares; 2026Q2: 939 shares 939 $1.08M 0.82% +136 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: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,114 shares; 2026Q2: 8,913 shares 8,913 $1.07M 0.81% +7,799 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,076 shares; 2024Q4: 2,073 shares; 2025Q1: 2,261 shares; 2025Q2: 2,238 shares; 2025Q3: 2,265 shares; 2025Q4: 2,321 shares; 2026Q1: 2,286 shares; 2026Q2: 2,422 shares 2,422 $1.02M 0.77% +136 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,615 shares; 2024Q4: 4,615 shares; 2025Q1: 4,654 shares; 2025Q2: 2,454 shares; 2025Q3: 2,742 shares; 2025Q4: 2,936 shares; 2026Q1: 2,776 shares; 2026Q2: 2,737 shares 2,737 $1.01M 0.76% -39 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: 3,386 shares; 2024Q4: 3,390 shares; 2025Q1: 3,411 shares; 2025Q2: 3,407 shares; 2025Q3: 3,380 shares; 2025Q4: 3,380 shares; 2026Q1: 3,381 shares; 2026Q2: 3,418 shares 3,418 $930K 0.7% +37 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: 873 shares; 2024Q4: 870 shares; 2025Q1: 831 shares; 2025Q2: 689 shares; 2025Q3: 721 shares; 2025Q4: 825 shares; 2026Q1: 892 shares; 2026Q2: 871 shares 871 $928K 0.7% -21 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: 1,357 shares; 2024Q4: 1,358 shares; 2025Q1: 1,367 shares; 2025Q2: 1,373 shares; 2025Q3: 1,415 shares; 2025Q4: 1,416 shares; 2026Q1: 1,417 shares; 2026Q2: 1,511 shares 1,511 $851K 0.64% +94 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: 1,021 shares; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares; 2025Q4: 1,099 shares; 2026Q1: 1,113 shares; 2026Q2: 1,121 shares 1,121 $770K 0.58% +8 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: 688 shares; 2024Q4: 755 shares; 2025Q1: 709 shares; 2025Q2: 967 shares; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: 944 shares; 2026Q2: 948 shares 948 $708K 0.54% +4 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,076 shares; 2026Q1: 1,147 shares; 2026Q2: 1,187 shares 1,187 $690K 0.52% +40 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: 5,753 shares; 2024Q4: 5,743 shares; 2025Q1: 5,747 shares; 2025Q2: 5,912 shares; 2025Q3: 6,091 shares; 2025Q4: 6,160 shares; 2026Q1: 5,906 shares; 2026Q2: 5,834 shares 5,834 $685K 0.52% -72 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: 1,173 shares; 2024Q4: 1,180 shares; 2025Q1: 1,214 shares; 2025Q2: 1,222 shares; 2025Q3: 1,203 shares; 2025Q4: 1,216 shares; 2026Q1: 1,253 shares; 2026Q2: 1,361 shares 1,361 $681K 0.52% +108 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 23,295 shares; 2026Q2: 23,295 shares 23,295 $644K 0.49% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,090 shares; 2024Q4: 22,180 shares; 2025Q1: 22,180 shares; 2025Q2: 22,617 shares; 2025Q3: 22,617 shares; 2025Q4: 22,617 shares; 2026Q1: 22,617 shares; 2026Q2: 22,617 shares 22,617 $626K 0.47% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,442 shares 4,442 $620K 0.47% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,443 shares; 2024Q4: 4,864 shares; 2025Q1: 4,537 shares; 2025Q2: 4,708 shares; 2025Q3: 4,710 shares; 2025Q4: 4,631 shares; 2026Q1: 4,642 shares; 2026Q2: 4,755 shares 4,755 $611K 0.46% +113 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,658 shares; 2024Q4: 1,700 shares; 2025Q1: 1,741 shares; 2025Q2: 1,818 shares; 2025Q3: 1,778 shares; 2025Q4: 1,711 shares; 2026Q1: 1,626 shares; 2026Q2: 1,676 shares 1,676 $575K 0.44% +50 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: 7,921 shares; 2024Q4: 7,645 shares; 2025Q1: 7,645 shares; 2025Q2: 8,796 shares; 2025Q3: 8,596 shares; 2025Q4: 8,266 shares; 2026Q1: 8,330 shares; 2026Q2: 8,337 shares 8,337 $570K 0.43% +7 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 382 shares; 2025Q4: 391 shares; 2026Q1: 454 shares; 2026Q2: 471 shares 471 $553K 0.42% +17 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: 10,946 shares; 2024Q4: 10,576 shares; 2025Q1: 10,438 shares; 2025Q2: 10,525 shares; 2025Q3: 10,164 shares; 2025Q4: 9,556 shares; 2026Q1: 9,452 shares; 2026Q2: 9,555 shares 9,555 $553K 0.42% +103 Timeline SCHZ 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: 11,938 shares; 2024Q4: 23,882 shares; 2025Q1: 23,412 shares; 2025Q2: 23,412 shares; 2025Q3: 23,412 shares; 2025Q4: 23,412 shares; 2026Q1: 23,412 shares; 2026Q2: 23,412 shares 23,412 $542K 0.41% 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: 1,669 shares; 2024Q4: 1,711 shares; 2025Q1: 1,710 shares; 2025Q2: 1,717 shares; 2025Q3: 1,724 shares; 2025Q4: 1,683 shares; 2026Q1: 1,675 shares; 2026Q2: 1,618 shares 1,618 $509K 0.39% -57 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,776 shares; 2024Q4: 5,815 shares; 2025Q1: 5,800 shares; 2025Q2: 5,670 shares; 2025Q3: 5,595 shares; 2025Q4: 7,357 shares; 2026Q1: 7,357 shares; 2026Q2: 7,357 shares 7,357 $502K 0.38% 0 Timeline SCHH 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: 21,200 shares; 2024Q4: 21,200 shares; 2025Q1: 21,200 shares; 2025Q2: 21,200 shares; 2025Q3: 21,200 shares; 2025Q4: 21,200 shares; 2026Q1: 21,200 shares; 2026Q2: 21,200 shares 21,200 $502K 0.38% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,159 shares; 2024Q4: 2,189 shares; 2025Q1: 2,215 shares; 2025Q2: 2,201 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares; 2026Q1: 2,236 shares; 2026Q2: 2,223 shares 2,223 $465K 0.35% -13 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646 shares; 2024Q4: 1,290 shares; 2025Q1: 1,284 shares; 2025Q2: 1,289 shares; 2025Q3: 1,319 shares; 2025Q4: 1,320 shares; 2026Q1: 1,353 shares; 2026Q2: 1,318 shares 1,318 $449K 0.34% -35 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,375 shares; 2026Q2: 4,375 shares 4,375 $418K 0.32% 0 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,476 shares; 2025Q4: 4,884 shares; 2026Q1: 5,115 shares; 2026Q2: 5,115 shares 5,115 $399K 0.3% 0 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: 16,445 shares; 2024Q4: 16,905 shares; 2025Q1: 20,225 shares; 2025Q2: 18,566 shares; 2025Q3: 18,715 shares; 2025Q4: 18,334 shares; 2026Q1: 18,398 shares; 2026Q2: 19,174 shares 19,174 $397K 0.3% +776 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: 1,241 shares; 2024Q4: 1,245 shares; 2025Q1: 1,249 shares; 2025Q2: 1,247 shares; 2025Q3: 1,248 shares; 2025Q4: 1,202 shares; 2026Q1: 1,221 shares; 2026Q2: 1,436 shares 1,436 $388K 0.29% +215 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 887 shares 887 $384K 0.29% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,652 shares; 2024Q4: 3,647 shares; 2025Q1: 3,653 shares; 2025Q2: 3,653 shares; 2025Q3: 3,653 shares; 2025Q4: 3,653 shares; 2026Q1: 3,653 shares; 2026Q2: 3,647 shares 3,647 $376K 0.28% -6 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: 2,794 shares; 2024Q4: 2,773 shares; 2025Q1: 2,513 shares; 2025Q2: 2,002 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares; 2026Q1: 1,927 shares; 2026Q2: 2,032 shares 2,032 $375K 0.28% +105 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: 5,888 shares; 2024Q4: 5,890 shares; 2025Q1: 5,872 shares; 2025Q2: 6,223 shares; 2025Q3: 6,201 shares; 2025Q4: 6,233 shares; 2026Q1: 6,205 shares; 2026Q2: 6,074 shares 6,074 $346K 0.26% -131 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: 799 shares; 2024Q4: 800 shares; 2025Q1: 811 shares; 2025Q2: 805 shares; 2025Q3: 804 shares; 2025Q4: 806 shares; 2026Q1: 802 shares; 2026Q2: 673 shares 673 $346K 0.26% -129 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: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,431 shares; 2025Q2: 1,431 shares; 2025Q3: 1,431 shares; 2025Q4: 2,862 shares; 2026Q1: 2,862 shares; 2026Q2: 2,862 shares 2,862 $336K 0.25% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,110 shares; 2024Q4: 11,110 shares; 2025Q1: 11,110 shares; 2025Q2: 11,090 shares; 2025Q3: 11,090 shares; 2025Q4: 11,090 shares; 2026Q1: 11,090 shares; 2026Q2: 11,090 shares 11,090 $335K 0.25% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,122 shares 1,122 $334K 0.25% new 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: 3,894 shares; 2024Q4: 5,904 shares; 2025Q1: 3,903 shares; 2025Q2: 3,821 shares; 2025Q3: 3,804 shares; 2025Q4: 3,804 shares; 2026Q1: 3,809 shares; 2026Q2: 3,804 shares 3,804 $334K 0.25% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 340 shares; 2026Q1: 342 shares; 2026Q2: 327 shares 327 $330K 0.25% -15 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: 900 shares; 2024Q4: 849 shares; 2025Q1: 843 shares; 2025Q2: 747 shares; 2025Q3: 772 shares; 2025Q4: 771 shares; 2026Q1: not reported; 2026Q2: 782 shares 782 $325K 0.25% new Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,046 shares; 2025Q4: 2,459 shares; 2026Q1: 2,593 shares; 2026Q2: 2,593 shares 2,593 $322K 0.24% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 361 shares; 2025Q4: 358 shares; 2026Q1: 329 shares; 2026Q2: 321 shares 321 $309K 0.23% -8 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,902 shares; 2025Q4: 3,622 shares; 2026Q1: 3,871 shares; 2026Q2: 3,866 shares 3,866 $307K 0.23% -5 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: 2,945 shares; 2024Q4: 2,973 shares; 2025Q1: 2,976 shares; 2025Q2: 2,979 shares; 2025Q3: 2,922 shares; 2025Q4: 2,925 shares; 2026Q1: 2,988 shares; 2026Q2: 3,170 shares 3,170 $303K 0.23% +182 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,903 shares; 2026Q2: 6,903 shares 6,903 $300K 0.23% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,578 shares; 2026Q1: 578 shares; 2026Q2: 578 shares 578 $284K 0.21% 0 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,684 shares; 2026Q1: 2,861 shares; 2026Q2: 2,856 shares 2,856 $282K 0.21% -5 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: 2,375 shares; 2024Q4: 2,376 shares; 2025Q1: 2,379 shares; 2025Q2: 2,369 shares; 2025Q3: 2,384 shares; 2025Q4: 2,379 shares; 2026Q1: 2,381 shares; 2026Q2: 2,396 shares 2,396 $281K 0.21% +15 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 776 shares; 2025Q4: 776 shares; 2026Q1: 776 shares; 2026Q2: 776 shares 776 $280K 0.21% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359 shares; 2024Q4: 364 shares; 2025Q1: 325 shares; 2025Q2: 321 shares; 2025Q3: 309 shares; 2025Q4: 2,991 shares; 2026Q1: 2,984 shares; 2026Q2: 3,834 shares 3,834 $274K 0.21% +850 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: 645 shares; 2024Q4: 654 shares; 2025Q1: not reported; 2025Q2: 659 shares; 2025Q3: 645 shares; 2025Q4: 639 shares; 2026Q1: 638 shares; 2026Q2: 639 shares 639 $272K 0.21% +1 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,398 shares; 2026Q2: 5,398 shares 5,398 $272K 0.21% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC 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: 565 shares 565 $270K 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,460 shares; 2026Q2: 3,460 shares 3,460 $269K 0.2% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 678 shares 678 $253K 0.19% new 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: 2,185 shares; 2024Q4: 1,890 shares; 2025Q1: 2,044 shares; 2025Q2: 1,975 shares; 2025Q3: 2,096 shares; 2025Q4: 1,973 shares; 2026Q1: 1,778 shares; 2026Q2: 1,834 shares 1,834 $248K 0.19% +56 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,765 shares; 2024Q4: 1,801 shares; 2025Q1: 1,452 shares; 2025Q2: 1,676 shares; 2025Q3: 1,702 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares; 2026Q2: 1,492 shares 1,492 $247K 0.19% -214 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 806 shares 806 $240K 0.18% new Timeline TRUT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,348 shares 7,348 $231K 0.17% new Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,044 shares; 2024Q4: 2,044 shares; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,044 shares; 2026Q1: not reported; 2026Q2: 2,044 shares 2,044 $226K 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,410 shares 1,410 $224K 0.17% new 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: 3,942 shares; 2024Q4: 4,057 shares; 2025Q1: 4,015 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,950 shares; 2026Q1: 3,957 shares; 2026Q2: 3,879 shares 3,879 $223K 0.17% -78 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: 3,592 shares; 2024Q4: 3,351 shares; 2025Q1: 3,272 shares; 2025Q2: 3,112 shares; 2025Q3: 3,011 shares; 2025Q4: 2,605 shares; 2026Q1: 1,810 shares; 2026Q2: 1,489 shares 1,489 $218K 0.17% -321 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,192 shares 1,192 $218K 0.17% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 885 shares 885 $218K 0.16% new Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,352 shares; 2026Q2: 2,352 shares 2,352 $216K 0.16% 0 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 542 shares 542 $215K 0.16% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 278 shares 278 $212K 0.16% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,913 shares; 2024Q4: 6,269 shares; 2025Q1: 6,081 shares; 2025Q2: 5,770 shares; 2025Q3: 5,524 shares; 2025Q4: 5,079 shares; 2026Q1: 5,508 shares; 2026Q2: 4,998 shares 4,998 $212K 0.16% -510 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,577 shares; 2025Q3: 1,575 shares; 2025Q4: 1,420 shares; 2026Q1: 1,514 shares; 2026Q2: 1,437 shares 1,437 $211K 0.16% -77 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 963 shares 963 $208K 0.16% new Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 91 shares 91 $207K 0.16% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,670 shares 1,670 $206K 0.16% new 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: 671 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 557 shares 557 $202K 0.15% new Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,307 shares 2,307 $201K 0.15% new Timeline