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: 59,662 shares; 2024Q4: 55,195 shares; 2025Q1: 52,587 shares; 2025Q2: 46,853 shares; 2025Q3: 46,122 shares; 2025Q4: 43,498 shares; 2026Q1: 43,965 shares; 2026Q2: 44,262 shares 44,262 $30.5M 10.41% +297 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: 261,978 shares; 2025Q2: 285,065 shares; 2025Q3: 304,985 shares; 2025Q4: 326,779 shares; 2026Q1: 337,943 shares; 2026Q2: 347,624 shares 347,624 $26.6M 9.07% +9,681 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,836 shares; 2024Q4: 349,463 shares; 2025Q1: 356,460 shares; 2025Q2: 369,817 shares; 2025Q3: 375,986 shares; 2025Q4: 371,170 shares; 2026Q1: 320,868 shares; 2026Q2: 317,378 shares 317,378 $24.6M 8.4% -3,490 Timeline IVLU 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: 61,207 shares; 2025Q3: 240,586 shares; 2025Q4: 330,579 shares; 2026Q1: 354,552 shares; 2026Q2: 368,005 shares 368,005 $15.6M 5.31% +13,453 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,607 shares; 2024Q4: 34,259 shares; 2025Q1: 34,601 shares; 2025Q2: 36,601 shares; 2025Q3: 37,871 shares; 2025Q4: 38,490 shares; 2026Q1: 41,607 shares; 2026Q2: 43,243 shares 43,243 $12.5M 4.27% +1,636 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 245,657 shares; 2026Q2: 319,202 shares 319,202 $11.1M 3.77% +73,545 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: 34,088 shares; 2024Q4: 33,971 shares; 2025Q1: 34,844 shares; 2025Q2: 34,877 shares; 2025Q3: 34,765 shares; 2025Q4: 36,404 shares; 2026Q1: 37,074 shares; 2026Q2: 31,340 shares 31,340 $10.3M 3.5% -5,734 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,762 shares; 2024Q4: 11,645 shares; 2025Q1: 11,323 shares; 2025Q2: 11,166 shares; 2025Q3: 10,864 shares; 2025Q4: 10,782 shares; 2026Q1: 11,733 shares; 2026Q2: 11,610 shares 11,610 $8.8M 3% -123 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: 11,621 shares; 2024Q4: 11,370 shares; 2025Q1: 11,990 shares; 2025Q2: 12,070 shares; 2025Q3: 11,904 shares; 2025Q4: 11,567 shares; 2026Q1: 11,624 shares; 2026Q2: 11,344 shares 11,344 $6M 2.05% -280 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: 157,306 shares; 2024Q4: 150,561 shares; 2025Q1: 150,561 shares; 2025Q2: 149,014 shares; 2025Q3: 141,161 shares; 2025Q4: 141,161 shares; 2026Q1: 137,660 shares; 2026Q2: 127,161 shares 127,161 $5.81M 1.98% -10,499 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: 15,155 shares; 2024Q4: 15,226 shares; 2025Q1: 15,303 shares; 2025Q2: 15,510 shares; 2025Q3: 15,563 shares; 2025Q4: 15,150 shares; 2026Q1: 15,458 shares; 2026Q2: 14,923 shares 14,923 $5.54M 1.89% -535 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: 13,712 shares; 2024Q4: 13,587 shares; 2025Q1: 14,157 shares; 2025Q2: 14,190 shares; 2025Q3: 13,938 shares; 2025Q4: 13,778 shares; 2026Q1: 14,162 shares; 2026Q2: 13,776 shares 13,776 $5.45M 1.86% -386 Timeline JPST 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: 281,806 shares; 2024Q4: 186,193 shares; 2025Q1: 160,767 shares; 2025Q2: 136,546 shares; 2025Q3: 133,328 shares; 2025Q4: 119,027 shares; 2026Q1: 111,957 shares; 2026Q2: 107,084 shares 107,084 $5.41M 1.84% -4,873 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: 23,587 shares; 2024Q4: 23,674 shares; 2025Q1: 24,097 shares; 2025Q2: 23,736 shares; 2025Q3: 24,652 shares; 2025Q4: 24,173 shares; 2026Q1: 24,569 shares; 2026Q2: 23,897 shares 23,897 $5.08M 1.73% -672 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: 18,786 shares; 2024Q4: 18,846 shares; 2025Q1: 19,125 shares; 2025Q2: 19,266 shares; 2025Q3: 19,309 shares; 2025Q4: 19,609 shares; 2026Q1: 19,762 shares; 2026Q2: 19,338 shares 19,338 $4.93M 1.68% -424 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: 29,529 shares; 2024Q4: 29,748 shares; 2025Q1: 30,024 shares; 2025Q2: 30,667 shares; 2025Q3: 29,903 shares; 2025Q4: 29,882 shares; 2026Q1: 32,974 shares; 2026Q2: 32,816 shares 32,816 $4.74M 1.62% -158 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: 37,344 shares; 2024Q4: 41,433 shares; 2025Q1: 42,534 shares; 2025Q2: 44,743 shares; 2025Q3: 46,453 shares; 2025Q4: 51,441 shares; 2026Q1: 53,292 shares; 2026Q2: 55,184 shares 55,184 $4.2M 1.43% +1,892 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: 5,562 shares; 2024Q4: 5,595 shares; 2025Q1: 5,615 shares; 2025Q2: 5,510 shares; 2025Q3: 5,559 shares; 2025Q4: 5,491 shares; 2026Q1: 5,434 shares; 2026Q2: 18,544 shares 18,544 $3.83M 1.31% +13,110 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: 9,399 shares; 2024Q4: 9,399 shares; 2025Q1: 9,674 shares; 2025Q2: 9,454 shares; 2025Q3: 9,599 shares; 2025Q4: 9,513 shares; 2026Q1: 9,551 shares; 2026Q2: 9,561 shares 9,561 $3.54M 1.21% +10 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,024 shares; 2024Q4: 38,197 shares; 2025Q1: 37,314 shares; 2025Q2: 37,314 shares; 2025Q3: 37,314 shares; 2025Q4: 37,314 shares; 2026Q1: 37,213 shares; 2026Q2: 36,050 shares 36,050 $3.53M 1.2% -1,163 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: 8,347 shares; 2024Q4: 8,394 shares; 2025Q1: 8,220 shares; 2025Q2: 8,015 shares; 2025Q3: 8,112 shares; 2025Q4: 10,099 shares; 2026Q1: 10,164 shares; 2026Q2: 9,910 shares 9,910 $3.52M 1.2% -254 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: 9,881 shares; 2024Q4: 9,965 shares; 2025Q1: 10,020 shares; 2025Q2: 9,680 shares; 2025Q3: 9,631 shares; 2025Q4: 9,466 shares; 2026Q1: 9,455 shares; 2026Q2: 10,029 shares 10,029 $3.48M 1.19% +574 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: 39,646 shares; 2024Q4: 39,967 shares; 2025Q1: 39,672 shares; 2025Q2: 39,475 shares; 2025Q3: 38,497 shares; 2025Q4: 37,600 shares; 2026Q1: 36,291 shares; 2026Q2: 34,905 shares 34,905 $3.38M 1.15% -1,386 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: 6,612 shares; 2024Q4: 6,497 shares; 2025Q1: 6,525 shares; 2025Q2: 6,348 shares; 2025Q3: 6,231 shares; 2025Q4: 6,194 shares; 2026Q1: 7,302 shares; 2026Q2: 7,209 shares 7,209 $3.1M 1.06% -93 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: 7,112 shares; 2024Q4: 7,280 shares; 2025Q1: 7,559 shares; 2025Q2: 7,564 shares; 2025Q3: 7,565 shares; 2025Q4: 7,477 shares; 2026Q1: 7,576 shares; 2026Q2: 7,586 shares 7,586 $2.99M 1.02% +10 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: 23,366 shares; 2024Q4: 23,482 shares; 2025Q1: 23,482 shares; 2025Q2: 23,482 shares; 2025Q3: 23,482 shares; 2025Q4: 23,482 shares; 2026Q1: 25,642 shares; 2026Q2: 25,642 shares 25,642 $2.81M 0.96% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,349 shares; 2024Q4: 13,416 shares; 2025Q1: 13,556 shares; 2025Q2: 13,779 shares; 2025Q3: 13,823 shares; 2025Q4: 13,827 shares; 2026Q1: 14,363 shares; 2026Q2: 14,006 shares 14,006 $2.54M 0.87% -357 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: 5,590 shares; 2025Q2: 5,761 shares; 2025Q3: 5,763 shares; 2025Q4: 5,706 shares; 2026Q1: 5,824 shares; 2026Q2: 5,824 shares 5,824 $2.44M 0.83% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,435 shares; 2024Q4: 23,590 shares; 2025Q1: 23,889 shares; 2025Q2: 24,131 shares; 2025Q3: 24,302 shares; 2025Q4: 24,187 shares; 2026Q1: 24,330 shares; 2026Q2: 23,410 shares 23,410 $2.09M 0.71% -920 Timeline PFXF 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: 11,371 shares; 2025Q1: 31,639 shares; 2025Q2: 34,180 shares; 2025Q3: 84,576 shares; 2025Q4: 88,738 shares; 2026Q1: 107,529 shares; 2026Q2: 110,458 shares 110,458 $1.96M 0.67% +2,929 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: 12,182 shares; 2024Q4: 12,596 shares; 2025Q1: 12,747 shares; 2025Q2: 12,792 shares; 2025Q3: 12,918 shares; 2025Q4: 13,125 shares; 2026Q1: 13,464 shares; 2026Q2: 13,122 shares 13,122 $1.94M 0.66% -342 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: 3,293 shares; 2024Q4: 3,293 shares; 2025Q1: 3,148 shares; 2025Q2: 3,181 shares; 2025Q3: 3,186 shares; 2025Q4: 4,475 shares; 2026Q1: 4,500 shares; 2026Q2: 4,563 shares 4,563 $1.8M 0.61% +63 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: 13,625 shares; 2024Q4: 13,668 shares; 2025Q1: 13,587 shares; 2025Q2: 13,665 shares; 2025Q3: 13,829 shares; 2025Q4: 14,136 shares; 2026Q1: 14,119 shares; 2026Q2: 13,885 shares 13,885 $1.73M 0.59% -234 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: 13,543 shares; 2024Q4: 13,286 shares; 2025Q1: 13,855 shares; 2025Q2: 14,305 shares; 2025Q3: 13,910 shares; 2025Q4: 13,889 shares; 2026Q1: 14,120 shares; 2026Q2: 13,656 shares 13,656 $1.69M 0.58% -464 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: 5,764 shares; 2024Q4: 5,743 shares; 2025Q1: 5,815 shares; 2025Q2: 5,843 shares; 2025Q3: 5,971 shares; 2025Q4: 5,925 shares; 2026Q1: 5,891 shares; 2026Q2: 5,804 shares 5,804 $1.66M 0.57% -87 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 82,961 shares; 2025Q1: 86,059 shares; 2025Q2: 89,715 shares; 2025Q3: 92,992 shares; 2025Q4: 94,034 shares; 2026Q1: 95,995 shares; 2026Q2: 178,929 shares 178,929 $1.65M 0.56% +82,934 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: 25,963 shares; 2024Q4: 25,004 shares; 2025Q1: 25,534 shares; 2025Q2: 26,050 shares; 2025Q3: 26,606 shares; 2025Q4: 25,931 shares; 2026Q1: 25,968 shares; 2026Q2: 26,187 shares 26,187 $1.65M 0.56% +219 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: 10,498 shares; 2024Q4: 10,564 shares; 2025Q1: 10,623 shares; 2025Q2: 10,755 shares; 2025Q3: 6,943 shares; 2025Q4: 6,860 shares; 2026Q1: 6,711 shares; 2026Q2: 6,632 shares 6,632 $1.64M 0.56% -79 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,909 shares; 2025Q2: 32,767 shares; 2025Q3: 28,346 shares; 2025Q4: 28,502 shares; 2026Q1: 32,407 shares; 2026Q2: 32,406 shares 32,406 $1.61M 0.55% -1 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 6,219 shares; 2026Q1: 4,010 shares; 2026Q2: 28,495 shares 28,495 $1.58M 0.54% +24,485 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: 4,605 shares; 2024Q4: 4,690 shares; 2025Q1: 4,734 shares; 2025Q2: 4,803 shares; 2025Q3: 4,846 shares; 2025Q4: 5,082 shares; 2026Q1: 5,350 shares; 2026Q2: 5,248 shares 5,248 $1.51M 0.52% -102 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: 5,459 shares; 2024Q4: 5,547 shares; 2025Q1: 6,870 shares; 2025Q2: 6,941 shares; 2025Q3: 7,027 shares; 2025Q4: 7,032 shares; 2026Q1: 7,232 shares; 2026Q2: 7,241 shares 7,241 $1.51M 0.52% +9 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: 17,942 shares; 2024Q4: 18,553 shares; 2025Q1: 18,673 shares; 2025Q2: 18,746 shares; 2025Q3: 18,169 shares; 2025Q4: 18,249 shares; 2026Q1: 18,683 shares; 2026Q2: 18,067 shares 18,067 $1.49M 0.51% -616 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: 5,430 shares; 2024Q4: 5,377 shares; 2025Q1: 5,386 shares; 2025Q2: 5,432 shares; 2025Q3: 5,532 shares; 2025Q4: 5,594 shares; 2026Q1: 5,594 shares; 2026Q2: 5,419 shares 5,419 $1.47M 0.5% -175 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: 33,152 shares; 2024Q4: 30,873 shares; 2025Q1: 30,517 shares; 2025Q2: 30,968 shares; 2025Q3: 31,983 shares; 2025Q4: 31,945 shares; 2026Q1: 32,472 shares; 2026Q2: 32,559 shares 32,559 $1.39M 0.48% +87 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,652 shares; 2026Q2: 2,658 shares 2,658 $1.37M 0.47% +6 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,660 shares; 2024Q4: 2,536 shares; 2025Q1: 2,505 shares; 2025Q2: 2,500 shares; 2025Q3: 2,456 shares; 2025Q4: 2,405 shares; 2026Q1: 2,396 shares; 2026Q2: 2,048 shares 2,048 $1.33M 0.45% -348 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: 2,756 shares; 2024Q4: 2,553 shares; 2025Q1: 2,483 shares; 2025Q2: 2,160 shares; 2025Q3: 2,319 shares; 2025Q4: 2,616 shares; 2026Q1: 3,023 shares; 2026Q2: 3,498 shares 3,498 $1.3M 0.44% +475 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: not reported; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: 1,073 shares; 2025Q3: 1,140 shares; 2025Q4: 1,125 shares; 2026Q1: 1,123 shares; 2026Q2: 1,114 shares 1,114 $1.29M 0.44% -9 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,560 shares; 2024Q4: 21,988 shares; 2025Q1: 21,905 shares; 2025Q2: 21,905 shares; 2025Q3: 21,905 shares; 2025Q4: 21,905 shares; 2026Q1: 77,848 shares; 2026Q2: 76,587 shares 76,587 $1.27M 0.43% -1,261 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,488 shares; 2024Q4: 18,990 shares; 2025Q1: 18,915 shares; 2025Q2: 18,915 shares; 2025Q3: 18,915 shares; 2025Q4: 18,915 shares; 2026Q1: 67,831 shares; 2026Q2: 68,041 shares 68,041 $1.26M 0.43% +210 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,419 shares; 2024Q4: 57,619 shares; 2025Q1: 57,619 shares; 2025Q2: 57,619 shares; 2025Q3: 57,619 shares; 2025Q4: 57,619 shares; 2026Q1: 57,619 shares; 2026Q2: 57,619 shares 57,619 $1.26M 0.43% 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: 5,826 shares; 2024Q4: 5,826 shares; 2025Q1: 5,430 shares; 2025Q2: 5,543 shares; 2025Q3: 5,587 shares; 2025Q4: 5,587 shares; 2026Q1: 5,587 shares; 2026Q2: 5,627 shares 5,627 $1.24M 0.42% +40 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,574 shares; 2024Q4: 9,603 shares; 2025Q1: 9,703 shares; 2025Q2: 9,960 shares; 2025Q3: 9,995 shares; 2025Q4: 10,056 shares; 2026Q1: 5,426 shares; 2026Q2: 5,208 shares 5,208 $1.18M 0.4% -218 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: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 7,861 shares; 2025Q2: 7,851 shares; 2025Q3: 7,051 shares; 2025Q4: 7,200 shares; 2026Q1: 7,986 shares; 2026Q2: 7,590 shares 7,590 $1.01M 0.34% -396 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: 13,751 shares; 2024Q4: 13,970 shares; 2025Q1: 14,134 shares; 2025Q2: 14,134 shares; 2025Q3: 14,136 shares; 2025Q4: 13,921 shares; 2026Q1: 13,709 shares; 2026Q2: 14,158 shares 14,158 $1M 0.34% +449 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: 957 shares; 2024Q4: 904 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,373 shares; 2025Q4: 4,546 shares; 2026Q1: 4,717 shares; 2026Q2: 4,580 shares 4,580 $920K 0.31% -137 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: 994 shares; 2024Q4: 994 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,204 shares; 2025Q4: 1,215 shares; 2026Q1: 1,229 shares; 2026Q2: 997 shares 997 $912K 0.31% -232 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,910 shares; 2025Q1: 49,392 shares; 2025Q2: 49,228 shares; 2025Q3: 49,335 shares; 2025Q4: 48,559 shares; 2026Q1: 49,608 shares; 2026Q2: 50,622 shares 50,622 $909K 0.31% +1,014 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: 1,808 shares; 2024Q4: 1,743 shares; 2025Q1: 1,611 shares; 2025Q2: 1,655 shares; 2025Q3: 1,492 shares; 2025Q4: 1,372 shares; 2026Q1: 1,168 shares; 2026Q2: 1,211 shares 1,211 $855K 0.29% +43 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,681 shares; 2025Q1: 7,871 shares; 2025Q2: 9,070 shares; 2025Q3: 9,150 shares; 2025Q4: 9,787 shares; 2026Q1: 9,820 shares; 2026Q2: 10,022 shares 10,022 $813K 0.28% +202 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: 32,568 shares; 2024Q4: 27,783 shares; 2025Q1: 30,526 shares; 2025Q2: 32,442 shares; 2025Q3: 33,069 shares; 2025Q4: 32,600 shares; 2026Q1: 33,476 shares; 2026Q2: 32,642 shares 32,642 $810K 0.28% -834 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,032 shares; 2024Q4: 2,052 shares; 2025Q1: 2,071 shares; 2025Q2: 2,086 shares; 2025Q3: 2,153 shares; 2025Q4: 2,193 shares; 2026Q1: 2,223 shares; 2026Q2: 2,250 shares 2,250 $784K 0.27% +27 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,395 shares; 2024Q4: 4,414 shares; 2025Q1: 4,492 shares; 2025Q2: 4,683 shares; 2025Q3: 4,859 shares; 2025Q4: 4,901 shares; 2026Q1: 5,022 shares; 2026Q2: 4,650 shares 4,650 $777K 0.26% -372 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,015 shares; 2025Q1: 3,706 shares; 2025Q2: 4,344 shares; 2025Q3: 3,967 shares; 2025Q4: 4,316 shares; 2026Q1: 4,414 shares; 2026Q2: 4,669 shares 4,669 $774K 0.26% +255 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,853 shares; 2024Q4: 77,830 shares; 2025Q1: 78,556 shares; 2025Q2: 79,474 shares; 2025Q3: 79,366 shares; 2025Q4: 75,906 shares; 2026Q1: 75,985 shares; 2026Q2: 32,386 shares 32,386 $771K 0.26% -43,599 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,170 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,108 shares; 2026Q2: 35,395 shares 35,395 $722K 0.25% -713 Timeline JEPQ 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: 25,572 shares; 2024Q4: 9,726 shares; 2025Q1: 10,165 shares; 2025Q2: 12,477 shares; 2025Q3: 11,602 shares; 2025Q4: 12,078 shares; 2026Q1: 26,151 shares; 2026Q2: 12,041 shares 12,041 $714K 0.24% -14,110 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,916 shares; 2024Q4: 30,086 shares; 2025Q1: 30,121 shares; 2025Q2: 31,308 shares; 2025Q3: 31,075 shares; 2025Q4: 27,635 shares; 2026Q1: 29,625 shares; 2026Q2: 30,041 shares 30,041 $706K 0.24% +416 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,746 shares; 2024Q4: 5,771 shares; 2025Q1: 3,065 shares; 2025Q2: 3,129 shares; 2025Q3: 3,292 shares; 2025Q4: 3,620 shares; 2026Q1: 3,729 shares; 2026Q2: 3,671 shares 3,671 $689K 0.23% -58 Timeline JEPI 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: 6,998 shares; 2025Q2: 8,235 shares; 2025Q3: 8,931 shares; 2025Q4: 6,049 shares; 2026Q1: 18,528 shares; 2026Q2: 12,067 shares 12,067 $688K 0.23% -6,461 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: 663 shares; 2024Q4: 673 shares; 2025Q1: 635 shares; 2025Q2: 1,039 shares; 2025Q3: 1,037 shares; 2025Q4: 1,135 shares; 2026Q1: 1,323 shares; 2026Q2: 1,380 shares 1,380 $674K 0.23% +57 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: 4,455 shares; 2024Q4: 4,455 shares; 2025Q1: 4,455 shares; 2025Q2: 4,255 shares; 2025Q3: 4,255 shares; 2025Q4: 4,255 shares; 2026Q1: 6,115 shares; 2026Q2: 6,115 shares 6,115 $640K 0.22% 0 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: 1,747 shares; 2024Q4: 1,792 shares; 2025Q1: 1,725 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 2,270 shares; 2026Q2: 2,134 shares 2,134 $634K 0.22% -136 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: 5,020 shares; 2024Q4: 5,020 shares; 2025Q1: 5,183 shares; 2025Q2: 5,183 shares; 2025Q3: 5,094 shares; 2025Q4: 5,094 shares; 2026Q1: 5,194 shares; 2026Q2: 5,094 shares 5,094 $569K 0.19% -100 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,068 shares; 2024Q4: 7,905 shares; 2025Q1: 7,686 shares; 2025Q2: 7,686 shares; 2025Q3: 7,645 shares; 2025Q4: 7,745 shares; 2026Q1: 7,745 shares; 2026Q2: 7,145 shares 7,145 $531K 0.18% -600 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,691 shares; 2024Q4: 3,092 shares; 2025Q1: 2,650 shares; 2025Q2: 2,824 shares; 2025Q3: 2,806 shares; 2025Q4: 2,806 shares; 2026Q1: 2,806 shares; 2026Q2: 2,639 shares 2,639 $516K 0.18% -167 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: 5,214 shares; 2024Q4: 5,214 shares; 2025Q1: 5,478 shares; 2025Q2: 5,478 shares; 2025Q3: 5,428 shares; 2025Q4: 5,374 shares; 2026Q1: 5,462 shares; 2026Q2: 4,526 shares 4,526 $509K 0.17% -936 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: 414 shares; 2024Q4: 414 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 529 shares; 2026Q1: 539 shares; 2026Q2: 539 shares 539 $494K 0.17% 0 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: 6,535 shares; 2024Q4: 6,535 shares; 2025Q1: 6,535 shares; 2025Q2: 6,435 shares; 2025Q3: 6,468 shares; 2025Q4: 6,468 shares; 2026Q1: 6,468 shares; 2026Q2: 6,468 shares 6,468 $489K 0.17% 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: 892 shares; 2025Q1: 733 shares; 2025Q2: 878 shares; 2025Q3: 1,019 shares; 2025Q4: 927 shares; 2026Q1: 917 shares; 2026Q2: 5,501 shares 5,501 $483K 0.16% +4,584 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,526 shares; 2024Q4: 12,568 shares; 2025Q1: 12,613 shares; 2025Q2: 12,613 shares; 2025Q3: 12,644 shares; 2025Q4: 12,644 shares; 2026Q1: 12,644 shares; 2026Q2: 12,665 shares 12,665 $482K 0.16% +21 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: 1,629 shares; 2024Q4: 1,627 shares; 2025Q1: 1,627 shares; 2025Q2: 1,661 shares; 2025Q3: 1,662 shares; 2025Q4: 1,661 shares; 2026Q1: 1,688 shares; 2026Q2: 1,372 shares 1,372 $468K 0.16% -316 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: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 860 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 859 shares; 2026Q2: 1,108 shares 1,108 $457K 0.16% +249 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: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 2,272 shares; 2026Q2: 2,089 shares 2,089 $454K 0.15% -183 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,546 shares; 2025Q1: 2,967 shares; 2025Q2: 3,396 shares; 2025Q3: 3,137 shares; 2025Q4: 3,084 shares; 2026Q1: 3,162 shares; 2026Q2: 3,375 shares 3,375 $452K 0.15% +213 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: 70 shares; 2025Q3: 71 shares; 2025Q4: 77 shares; 2026Q1: 2,175 shares; 2026Q2: 2,372 shares 2,372 $434K 0.15% +197 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: 5,461 shares; 2025Q4: 5,465 shares; 2026Q1: 5,465 shares; 2026Q2: 4,028 shares 4,028 $415K 0.14% -1,437 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,508 shares; 2024Q4: 4,518 shares; 2025Q1: 4,518 shares; 2025Q2: 4,518 shares; 2025Q3: 4,519 shares; 2025Q4: 4,518 shares; 2026Q1: 4,518 shares; 2026Q2: 4,371 shares 4,371 $398K 0.14% -147 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: 1,723 shares; 2024Q4: 1,723 shares; 2025Q1: 1,563 shares; 2025Q2: 1,564 shares; 2025Q3: 1,573 shares; 2025Q4: 1,582 shares; 2026Q1: 1,585 shares; 2026Q2: 1,585 shares 1,585 $387K 0.13% 0 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: 1,926 shares; 2024Q4: 1,871 shares; 2025Q1: 1,849 shares; 2025Q2: 1,669 shares; 2025Q3: 1,672 shares; 2025Q4: 1,672 shares; 2026Q1: 1,655 shares; 2026Q2: 1,742 shares 1,742 $368K 0.13% +87 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: 6,464 shares; 2026Q2: 6,464 shares 6,464 $358K 0.12% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,097 shares; 2024Q4: 5,991 shares; 2025Q1: 5,991 shares; 2025Q2: 5,991 shares; 2025Q3: 5,970 shares; 2025Q4: 5,970 shares; 2026Q1: 5,970 shares; 2026Q2: 5,519 shares 5,519 $351K 0.12% -451 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: 6,532 shares; 2024Q4: 6,721 shares; 2025Q1: 6,687 shares; 2025Q2: 6,612 shares; 2025Q3: 6,616 shares; 2025Q4: 6,612 shares; 2026Q1: 6,567 shares; 2026Q2: 6,567 shares 6,567 $347K 0.12% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,810 shares; 2026Q1: 3,807 shares; 2026Q2: 4,431 shares 4,431 $341K 0.12% +624 Timeline BRNY EA SERIES TRUST More: the full row for EA 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: 5,789 shares; 2026Q1: 5,789 shares; 2026Q2: 5,789 shares 5,789 $339K 0.12% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 643 shares 643 $331K 0.11% +163 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: not reported; 2024Q4: 1,246 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares; 2026Q1: 1,471 shares; 2026Q2: 1,446 shares 1,446 $320K 0.11% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,885 shares; 2026Q1: 4,701 shares; 2026Q2: 4,822 shares 4,822 $297K 0.1% +121 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,201 shares; 2026Q2: 1,201 shares 1,201 $280K 0.1% 0 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: 1,111 shares; 2024Q4: not reported; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares; 2026Q1: 1,311 shares; 2026Q2: 1,087 shares 1,087 $269K 0.09% -224 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: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,056 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares; 2026Q2: 1,255 shares 1,255 $263K 0.09% +200 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,601 shares; 2024Q4: 29,218 shares; 2025Q1: 22,049 shares; 2025Q2: 21,000 shares; 2025Q3: 19,586 shares; 2025Q4: 14,654 shares; 2026Q1: 14,209 shares; 2026Q2: 13,850 shares 13,850 $259K 0.09% -359 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,708 shares; 2025Q4: 3,708 shares; 2026Q1: 3,386 shares; 2026Q2: 3,051 shares 3,051 $254K 0.09% -335 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA 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: 7,125 shares 7,125 $239K 0.08% new 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: not reported; 2025Q3: 3,543 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,280 shares 3,280 $239K 0.08% new 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: 1,000 shares 1,000 $237K 0.08% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,171 shares; 2024Q4: 1,148 shares; 2025Q1: 1,136 shares; 2025Q2: 750 shares; 2025Q3: 599 shares; 2025Q4: 2,835 shares; 2026Q1: 2,925 shares; 2026Q2: 2,244 shares 2,244 $235K 0.08% -681 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 311 shares; 2026Q2: 305 shares 305 $230K 0.08% -6 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,669 shares; 2026Q1: not reported; 2026Q2: 1,695 shares 1,695 $226K 0.08% new Timeline RSPR 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: 6,125 shares; 2024Q4: 6,125 shares; 2025Q1: 6,125 shares; 2025Q2: 6,125 shares; 2025Q3: 6,125 shares; 2025Q4: 6,125 shares; 2026Q1: 6,125 shares; 2026Q2: 6,125 shares 6,125 $224K 0.08% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,902 shares; 2024Q4: 2,891 shares; 2025Q1: 2,889 shares; 2025Q2: 2,956 shares; 2025Q3: 1,553 shares; 2025Q4: 700 shares; 2026Q1: not reported; 2026Q2: 534 shares 534 $223K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,119 shares; 2026Q1: 1,131 shares; 2026Q2: 1,131 shares 1,131 $222K 0.08% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 727 shares 727 $221K 0.08% new Timeline BUFC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,086 shares; 2025Q3: 5,086 shares; 2025Q4: 5,086 shares; 2026Q1: 5,086 shares; 2026Q2: 5,086 shares 5,086 $218K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,583 shares; 2025Q3: 1,584 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares; 2026Q2: 1,583 shares 1,583 $216K 0.07% 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: 9,251 shares; 2024Q4: not reported; 2025Q1: 9,514 shares; 2025Q2: 9,551 shares; 2025Q3: 9,734 shares; 2025Q4: 9,708 shares; 2026Q1: 9,830 shares; 2026Q2: 10,051 shares 10,051 $215K 0.07% +221 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,650 shares; 2025Q2: 1,547 shares; 2025Q3: 1,548 shares; 2025Q4: 1,547 shares; 2026Q1: 1,507 shares; 2026Q2: 1,507 shares 1,507 $213K 0.07% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 798 shares 798 $211K 0.07% new Timeline