ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,731 shares; 2024Q4: 175,966 shares; 2025Q1: 176,339 shares; 2025Q2: 187,645 shares; 2025Q3: 190,274 shares; 2025Q4: 189,895 shares; 2026Q1: 191,843 shares; 2026Q2: 186,235 shares 186,235 $30.6M 17.6% -5,608 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: 224,892 shares; 2024Q4: 229,973 shares; 2025Q1: 231,980 shares; 2025Q2: 233,066 shares; 2025Q3: 227,493 shares; 2025Q4: 225,548 shares; 2026Q1: 226,627 shares; 2026Q2: 220,795 shares 220,795 $21.1M 12.12% -5,832 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: 60,066 shares; 2024Q4: 59,460 shares; 2025Q1: 55,077 shares; 2025Q2: 54,881 shares; 2025Q3: 54,497 shares; 2025Q4: 54,064 shares; 2026Q1: 53,610 shares; 2026Q2: 55,936 shares 55,936 $20.7M 11.91% +2,326 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: 40,282 shares; 2024Q4: 39,834 shares; 2025Q1: 39,247 shares; 2025Q2: 38,628 shares; 2025Q3: 36,663 shares; 2025Q4: 70,067 shares; 2026Q1: 71,280 shares; 2026Q2: 70,377 shares 70,377 $13.4M 7.71% -903 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: 140,654 shares; 2024Q4: 138,996 shares; 2025Q1: 136,463 shares; 2025Q2: 135,255 shares; 2025Q3: 134,318 shares; 2025Q4: 133,481 shares; 2026Q1: 133,671 shares; 2026Q2: 139,022 shares 139,022 $11.9M 6.84% +5,351 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: 26,093 shares; 2024Q4: 26,164 shares; 2025Q1: 26,105 shares; 2025Q2: 25,872 shares; 2025Q3: 24,994 shares; 2025Q4: 24,939 shares; 2026Q1: 25,873 shares; 2026Q2: 25,776 shares 25,776 $6.35M 3.65% -97 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: 6,520 shares; 2024Q4: 6,488 shares; 2025Q1: 6,488 shares; 2025Q2: 6,488 shares; 2025Q3: 6,458 shares; 2025Q4: 6,168 shares; 2026Q1: 6,160 shares; 2026Q2: 49,280 shares 49,280 $5.89M 3.39% +43,120 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: 21,071 shares; 2024Q4: 20,943 shares; 2025Q1: 20,342 shares; 2025Q2: 19,837 shares; 2025Q3: 18,998 shares; 2025Q4: 18,575 shares; 2026Q1: 18,684 shares; 2026Q2: 18,522 shares 18,522 $3.43M 1.97% -162 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: 72,546 shares; 2024Q4: 72,000 shares; 2025Q1: 69,697 shares; 2025Q2: 66,902 shares; 2025Q3: 62,801 shares; 2025Q4: 61,096 shares; 2026Q1: 62,628 shares; 2026Q2: 62,493 shares 62,493 $3.35M 1.93% -135 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: 15,443 shares; 2024Q4: 15,296 shares; 2025Q1: 14,695 shares; 2025Q2: 14,260 shares; 2025Q3: 13,551 shares; 2025Q4: 27,105 shares; 2026Q1: 27,445 shares; 2026Q2: 27,294 shares 27,294 $3.2M 1.84% -151 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: 21,951 shares; 2024Q4: 21,889 shares; 2025Q1: 21,540 shares; 2025Q2: 21,048 shares; 2025Q3: 20,823 shares; 2025Q4: 20,564 shares; 2026Q1: 20,203 shares; 2026Q2: 19,325 shares 19,325 $3.07M 1.76% -878 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,298 shares; 2024Q4: 3,298 shares; 2025Q1: 3,195 shares; 2025Q2: 3,201 shares; 2025Q3: 3,201 shares; 2025Q4: 3,201 shares; 2026Q1: 3,451 shares; 2026Q2: 3,666 shares 3,666 $2.52M 1.45% +215 Timeline VFH 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: 18,919 shares; 2024Q4: 18,919 shares; 2025Q1: 18,889 shares; 2025Q2: 18,889 shares; 2025Q3: 18,648 shares; 2025Q4: 18,648 shares; 2026Q1: 18,625 shares; 2026Q2: 18,625 shares 18,625 $2.45M 1.41% 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: 7,296 shares; 2024Q4: 7,296 shares; 2025Q1: 7,296 shares; 2025Q2: 7,296 shares; 2025Q3: 7,296 shares; 2025Q4: 7,246 shares; 2026Q1: 7,246 shares; 2026Q2: 7,246 shares 7,246 $2.17M 1.25% 0 Timeline VOX 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: 12,011 shares; 2024Q4: 12,011 shares; 2025Q1: 11,871 shares; 2025Q2: 11,871 shares; 2025Q3: 11,561 shares; 2025Q4: 11,561 shares; 2026Q1: 11,555 shares; 2026Q2: 11,555 shares 11,555 $2.13M 1.22% 0 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: 20,234 shares; 2024Q4: 19,974 shares; 2025Q1: 19,232 shares; 2025Q2: 18,285 shares; 2025Q3: 16,760 shares; 2025Q4: 16,647 shares; 2026Q1: 17,192 shares; 2026Q2: 17,577 shares 17,577 $1.88M 1.08% +385 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,553 shares 37,553 $1.87M 1.08% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,363 shares; 2024Q4: 4,363 shares; 2025Q1: 4,358 shares; 2025Q2: 4,358 shares; 2025Q3: 4,358 shares; 2025Q4: 4,358 shares; 2026Q1: 4,308 shares; 2026Q2: 4,308 shares 4,308 $1.71M 0.98% 0 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: 4,585 shares; 2024Q4: 4,585 shares; 2025Q1: 4,585 shares; 2025Q2: 4,585 shares; 2025Q3: 4,585 shares; 2025Q4: 4,578 shares; 2026Q1: 4,576 shares; 2026Q2: 4,576 shares 4,576 $1.65M 0.95% 0 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: 39,072 shares; 2024Q4: 37,461 shares; 2025Q1: 35,054 shares; 2025Q2: 34,640 shares; 2025Q3: 34,944 shares; 2025Q4: 33,331 shares; 2026Q1: 33,331 shares; 2026Q2: 32,553 shares 32,553 $1.62M 0.93% -778 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: 3,446 shares; 2024Q4: 3,446 shares; 2025Q1: 3,300 shares; 2025Q2: 3,276 shares; 2025Q3: 3,086 shares; 2025Q4: 2,828 shares; 2026Q1: 2,221 shares; 2026Q2: 2,143 shares 2,143 $1.6M 0.92% -78 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: 4,407 shares; 2024Q4: 4,407 shares; 2025Q1: 4,407 shares; 2025Q2: 4,407 shares; 2025Q3: 4,407 shares; 2025Q4: 4,407 shares; 2026Q1: 4,407 shares; 2026Q2: 4,407 shares 4,407 $1.52M 0.87% 0 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: 18,556 shares; 2024Q4: 18,556 shares; 2025Q1: 18,554 shares; 2025Q2: 18,554 shares; 2025Q3: 18,554 shares; 2025Q4: 18,554 shares; 2026Q1: 17,884 shares; 2026Q2: 17,774 shares 17,774 $1.49M 0.86% -110 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: 20,163 shares; 2024Q4: 20,163 shares; 2025Q1: 19,304 shares; 2025Q2: 19,376 shares; 2025Q3: 19,337 shares; 2025Q4: 19,644 shares; 2026Q1: 18,712 shares; 2026Q2: 20,594 shares 20,594 $1.47M 0.84% +1,882 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: 17,778 shares; 2024Q4: 17,788 shares; 2025Q1: 17,632 shares; 2025Q2: 17,046 shares; 2025Q3: 16,935 shares; 2025Q4: 16,749 shares; 2026Q1: 16,738 shares; 2026Q2: 16,079 shares 16,079 $1.34M 0.77% -659 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: 3,476 shares; 2024Q4: 3,476 shares; 2025Q1: 2,871 shares; 2025Q2: 2,882 shares; 2025Q3: 2,782 shares; 2025Q4: 2,830 shares; 2026Q1: 2,567 shares; 2026Q2: 4,474 shares 4,474 $1.29M 0.74% +1,907 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: not reported; 2024Q4: not reported; 2025Q1: 1,974 shares; 2025Q2: 2,678 shares; 2025Q3: 2,678 shares; 2025Q4: 2,649 shares; 2026Q1: 2,649 shares; 2026Q2: 2,649 shares 2,649 $1.11M 0.64% 0 Timeline VDC 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: 5,087 shares; 2024Q4: 5,082 shares; 2025Q1: 5,080 shares; 2025Q2: 5,073 shares; 2025Q3: 4,945 shares; 2025Q4: 4,945 shares; 2026Q1: 4,848 shares; 2026Q2: 4,848 shares 4,848 $1.09M 0.63% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 817 shares; 2026Q1: 817 shares; 2026Q2: 2,817 shares 2,817 $966K 0.56% +2,000 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,463 shares; 2024Q4: 1,463 shares; 2025Q1: 1,408 shares; 2025Q2: 1,419 shares; 2025Q3: 1,417 shares; 2025Q4: 1,447 shares; 2026Q1: 1,301 shares; 2026Q2: 1,268 shares 1,268 $892K 0.51% -33 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: 9,164 shares; 2024Q4: 8,878 shares; 2025Q1: 8,585 shares; 2025Q2: 8,621 shares; 2025Q3: 8,360 shares; 2025Q4: 16,387 shares; 2026Q1: 16,305 shares; 2026Q2: 15,688 shares 15,688 $833K 0.48% -617 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: 9,460 shares; 2024Q4: 9,389 shares; 2025Q1: 9,233 shares; 2025Q2: 8,932 shares; 2025Q3: 8,630 shares; 2025Q4: 16,855 shares; 2026Q1: 17,052 shares; 2026Q2: 17,100 shares 17,100 $775K 0.45% +48 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: 5,262 shares; 2024Q4: 5,262 shares; 2025Q1: 5,240 shares; 2025Q2: 5,240 shares; 2025Q3: 5,218 shares; 2025Q4: 5,218 shares; 2026Q1: 5,156 shares; 2026Q2: 5,156 shares 5,156 $774K 0.45% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,138 shares; 2024Q4: 8,119 shares; 2025Q1: 8,051 shares; 2025Q2: 7,911 shares; 2025Q3: 7,783 shares; 2025Q4: 15,386 shares; 2026Q1: 15,458 shares; 2026Q2: 15,051 shares 15,051 $765K 0.44% -407 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: 1,137 shares; 2024Q4: 1,541 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,486 shares; 2026Q1: 1,286 shares; 2026Q2: 2,301 shares 2,301 $753K 0.43% +1,015 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,290 shares 1,290 $727K 0.42% new Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,936 shares; 2024Q4: 15,229 shares; 2025Q1: 15,247 shares; 2025Q2: 15,480 shares; 2025Q3: 16,913 shares; 2025Q4: 17,164 shares; 2026Q1: 17,296 shares; 2026Q2: 16,210 shares 16,210 $709K 0.41% -1,086 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: 2,070 shares; 2024Q4: 2,229 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares; 2025Q4: 1,889 shares; 2026Q1: 1,889 shares; 2026Q2: 1,897 shares 1,897 $708K 0.41% +8 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: 1,499 shares; 2024Q4: 1,499 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: 1,328 shares; 2026Q2: 5,310 shares 5,310 $659K 0.38% +3,982 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: 4,113 shares; 2025Q2: 4,968 shares; 2025Q3: 4,596 shares; 2025Q4: 4,596 shares; 2026Q1: 4,591 shares; 2026Q2: 4,429 shares 4,429 $640K 0.37% -162 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,673 shares; 2025Q2: 1,652 shares; 2025Q3: 1,652 shares; 2025Q4: 1,652 shares; 2026Q1: 1,584 shares; 2026Q2: 1,584 shares 1,584 $566K 0.33% 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: 13,574 shares; 2024Q4: 13,490 shares; 2025Q1: 13,401 shares; 2025Q2: 13,142 shares; 2025Q3: 12,877 shares; 2025Q4: 12,727 shares; 2026Q1: 13,112 shares; 2026Q2: 12,738 shares 12,738 $561K 0.32% -374 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,227 shares; 2024Q4: 13,511 shares; 2025Q1: 12,839 shares; 2025Q2: 12,782 shares; 2025Q3: 12,696 shares; 2025Q4: 12,613 shares; 2026Q1: 11,748 shares; 2026Q2: 11,683 shares 11,683 $531K 0.31% -65 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: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares; 2026Q1: 1,571 shares; 2026Q2: 6,284 shares 6,284 $506K 0.29% +4,713 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: 6,148 shares; 2024Q4: 6,148 shares; 2025Q1: 6,007 shares; 2025Q2: 6,007 shares; 2025Q3: 5,811 shares; 2025Q4: 5,811 shares; 2026Q1: 5,297 shares; 2026Q2: 5,226 shares 5,226 $505K 0.29% -71 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: 1,055 shares; 2025Q1: not reported; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares; 2026Q2: 1,055 shares 1,055 $504K 0.29% 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: 5,069 shares; 2024Q4: 5,069 shares; 2025Q1: 5,003 shares; 2025Q2: 4,939 shares; 2025Q3: 4,939 shares; 2025Q4: 4,939 shares; 2026Q1: 4,860 shares; 2026Q2: 4,860 shares 4,860 $469K 0.27% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 399 shares 399 $425K 0.24% new 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: 907 shares; 2024Q4: 907 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 863 shares; 2026Q1: 823 shares; 2026Q2: 831 shares 831 $416K 0.24% +8 Timeline VT 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: 2,792 shares; 2024Q4: 2,792 shares; 2025Q1: 2,792 shares; 2025Q2: 2,792 shares; 2025Q3: 2,654 shares; 2025Q4: 2,654 shares; 2026Q1: 2,634 shares; 2026Q2: 2,634 shares 2,634 $413K 0.24% 0 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: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 2,017 shares; 2026Q2: 2,017 shares 2,017 $395K 0.23% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 1,790 shares; 2025Q1: 1,305 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares; 2026Q1: 1,071 shares; 2026Q2: 1,084 shares 1,084 $383K 0.22% +13 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,963 shares; 2024Q4: 2,963 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,863 shares; 2026Q1: 1,406 shares; 2026Q2: 1,406 shares 1,406 $377K 0.22% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,157 shares; 2025Q1: 1,157 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 1,791 shares; 2026Q2: 1,791 shares 1,791 $359K 0.21% 0 Timeline VAW 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: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,557 shares; 2025Q4: 1,557 shares; 2026Q1: 1,557 shares; 2026Q2: 1,557 shares 1,557 $356K 0.2% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,007 shares; 2025Q1: not reported; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares; 2026Q2: 1,482 shares 1,482 $353K 0.2% +475 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: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 917 shares; 2026Q2: 931 shares 931 $348K 0.2% +14 Timeline BOTJ BANK OF THE JAMES FINL GP IN More: the full row for BANK OF THE JAMES FINL GP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,727 shares; 2024Q4: 12,727 shares; 2025Q1: 13,027 shares; 2025Q2: 13,027 shares; 2025Q3: 13,027 shares; 2025Q4: 13,027 shares; 2026Q1: 12,527 shares; 2026Q2: 13,297 shares 13,297 $339K 0.2% +770 Timeline IXG 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: 2,375 shares; 2025Q3: 2,561 shares; 2025Q4: 2,561 shares; 2026Q1: 2,559 shares; 2026Q2: 2,470 shares 2,470 $308K 0.18% -89 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: 3,730 shares; 2024Q4: 3,278 shares; 2025Q1: 3,278 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 1,819 shares; 2026Q1: 1,819 shares; 2026Q2: 1,819 shares 1,819 $298K 0.17% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: not reported; 2026Q2: 366 shares 366 $274K 0.16% new 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: 3,980 shares; 2024Q4: 3,980 shares; 2025Q1: 3,892 shares; 2025Q2: 3,912 shares; 2025Q3: 3,829 shares; 2025Q4: 3,831 shares; 2026Q1: 3,410 shares; 2026Q2: 3,286 shares 3,286 $272K 0.16% -124 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 229 shares 229 $269K 0.15% 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: 7,163 shares; 2024Q4: 8,530 shares; 2025Q1: 6,870 shares; 2025Q2: 6,870 shares; 2025Q3: 6,870 shares; 2025Q4: 6,474 shares; 2026Q1: 6,296 shares; 2026Q2: 6,296 shares 6,296 $267K 0.15% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares; 2026Q1: 1,183 shares; 2026Q2: 1,183 shares 1,183 $258K 0.15% 0 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: not reported; 2026Q1: 4,424 shares; 2026Q2: 4,449 shares 4,449 $254K 0.15% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 958 shares; 2026Q2: 973 shares 973 $247K 0.14% +15 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: 483 shares; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $246K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,364 shares; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares; 2026Q1: 2,364 shares; 2026Q2: 2,364 shares 2,364 $246K 0.14% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,208 shares; 2026Q2: 1,458 shares 1,458 $242K 0.14% +250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 942 shares 942 $241K 0.14% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,984 shares 1,984 $233K 0.13% 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: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,220 shares; 2026Q2: 1,220 shares 1,220 $231K 0.13% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 740 shares 740 $223K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 775 shares 775 $218K 0.13% new Timeline EXI 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: 1,050 shares 1,050 $211K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,030 shares 1,030 $206K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,320 shares; 2026Q1: 1,320 shares; 2026Q2: 1,338 shares 1,338 $203K 0.12% +18 Timeline