RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,980 shares; 2024Q4: 77,993 shares; 2025Q1: 77,376 shares; 2025Q2: 77,412 shares; 2025Q3: 78,485 shares; 2025Q4: 76,998 shares; 2026Q1: 75,893 shares; 2026Q2: 75,902 shares 75,902 $16.1M 10.54% +9 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: 13,817 shares; 2024Q4: 13,533 shares; 2025Q1: 14,679 shares; 2025Q2: 14,740 shares; 2025Q3: 14,869 shares; 2025Q4: 20,783 shares; 2026Q1: 20,842 shares; 2026Q2: 20,823 shares 20,823 $10.4M 6.8% -19 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,174 shares; 2024Q4: 50,800 shares; 2025Q1: 50,406 shares; 2025Q2: 54,589 shares; 2025Q3: 55,296 shares; 2025Q4: 54,095 shares; 2026Q1: 53,778 shares; 2026Q2: 54,087 shares 54,087 $8.02M 5.24% +309 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: 13,765 shares; 2024Q4: 13,041 shares; 2025Q1: 12,619 shares; 2025Q2: 15,479 shares; 2025Q3: 15,599 shares; 2025Q4: 15,285 shares; 2026Q1: 15,082 shares; 2026Q2: 93,027 shares 93,027 $8.01M 5.23% +77,945 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,704 shares; 2024Q4: 31,432 shares; 2025Q1: 31,169 shares; 2025Q2: 30,777 shares; 2025Q3: 31,037 shares; 2025Q4: 29,942 shares; 2026Q1: 29,891 shares; 2026Q2: 30,104 shares 30,104 $7.12M 4.65% +213 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,763 shares; 2024Q4: 162,736 shares; 2025Q1: 163,604 shares; 2025Q2: 119,632 shares; 2025Q3: 119,646 shares; 2025Q4: 117,368 shares; 2026Q1: 117,107 shares; 2026Q2: 121,113 shares 121,113 $7.05M 4.6% +4,006 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,243 shares; 2025Q3: 59,285 shares; 2025Q4: 61,035 shares; 2026Q1: 65,535 shares; 2026Q2: 68,793 shares 68,793 $6.51M 4.25% +3,258 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: 85,096 shares; 2024Q4: 83,953 shares; 2025Q1: 83,641 shares; 2025Q2: 84,852 shares; 2025Q3: 85,868 shares; 2025Q4: 82,099 shares; 2026Q1: 81,554 shares; 2026Q2: 82,657 shares 82,657 $6.37M 4.16% +1,103 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: 27,539 shares; 2024Q4: 29,124 shares; 2025Q1: 28,977 shares; 2025Q2: 28,979 shares; 2025Q3: 29,136 shares; 2025Q4: 27,174 shares; 2026Q1: 27,291 shares; 2026Q2: 27,366 shares 27,366 $5.48M 3.57% +75 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,665 shares; 2024Q4: 348,297 shares; 2025Q1: 340,257 shares; 2025Q2: 187,747 shares; 2025Q3: 186,081 shares; 2025Q4: 180,497 shares; 2026Q1: 179,336 shares; 2026Q2: 176,392 shares 176,392 $5.19M 3.39% -2,944 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,421 shares; 2024Q4: 40,490 shares; 2025Q1: 39,821 shares; 2025Q2: 39,413 shares; 2025Q3: 40,213 shares; 2025Q4: 40,238 shares; 2026Q1: 44,726 shares; 2026Q2: 46,375 shares 46,375 $4.47M 2.92% +1,649 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,745 shares; 2024Q4: 51,035 shares; 2025Q1: 49,344 shares; 2025Q2: 51,598 shares; 2025Q3: 51,550 shares; 2025Q4: 51,612 shares; 2026Q1: 51,084 shares; 2026Q2: 51,617 shares 51,617 $3.92M 2.56% +533 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,563 shares; 2024Q4: 16,680 shares; 2025Q1: 16,802 shares; 2025Q2: 16,922 shares; 2025Q3: 17,038 shares; 2025Q4: 17,144 shares; 2026Q1: 17,245 shares; 2026Q2: 17,336 shares 17,336 $3.59M 2.34% +91 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,527 shares; 2024Q4: 30,702 shares; 2025Q1: 31,248 shares; 2025Q2: 31,992 shares; 2025Q3: 33,194 shares; 2025Q4: 33,035 shares; 2026Q1: 33,476 shares; 2026Q2: 35,085 shares 35,085 $3.54M 2.31% +1,609 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: 9,080 shares; 2024Q4: 14,002 shares; 2025Q1: 14,057 shares; 2025Q2: 14,143 shares; 2025Q3: 12,738 shares; 2025Q4: 11,819 shares; 2026Q1: 11,801 shares; 2026Q2: 11,598 shares 11,598 $3.36M 2.19% -203 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,960 shares; 2024Q4: 82,475 shares; 2025Q1: 82,585 shares; 2025Q2: 98,573 shares; 2025Q3: 100,079 shares; 2025Q4: 96,630 shares; 2026Q1: 97,267 shares; 2026Q2: 96,959 shares 96,959 $3.07M 2.01% -308 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: 7,907 shares; 2024Q4: 7,918 shares; 2025Q1: 8,057 shares; 2025Q2: 8,092 shares; 2025Q3: 8,055 shares; 2025Q4: 6,710 shares; 2026Q1: 6,577 shares; 2026Q2: 6,480 shares 6,480 $2.32M 1.51% -97 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: 6,765 shares; 2024Q4: 6,265 shares; 2025Q1: 5,690 shares; 2025Q2: 7,040 shares; 2025Q3: 7,097 shares; 2025Q4: 6,771 shares; 2026Q1: 6,324 shares; 2026Q2: 5,787 shares 5,787 $2.14M 1.4% -537 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: 5,534 shares; 2024Q4: 5,827 shares; 2025Q1: 6,296 shares; 2025Q2: 6,119 shares; 2025Q3: 6,112 shares; 2025Q4: 5,886 shares; 2026Q1: 6,245 shares; 2026Q2: 6,483 shares 6,483 $1.97M 1.28% +238 Timeline OMFL 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: 20,486 shares; 2024Q4: 21,289 shares; 2025Q1: 21,442 shares; 2025Q2: 25,756 shares; 2025Q3: 25,713 shares; 2025Q4: 26,129 shares; 2026Q1: 26,388 shares; 2026Q2: 26,168 shares 26,168 $1.79M 1.17% -220 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,569 shares; 2026Q2: 2,662 shares 2,662 $1.71M 1.11% +93 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,730 shares; 2024Q4: 4,742 shares; 2025Q1: 4,752 shares; 2025Q2: 4,766 shares; 2025Q3: 4,779 shares; 2025Q4: 4,673 shares; 2026Q1: 4,683 shares; 2026Q2: 4,581 shares 4,581 $1.55M 1.01% -102 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 709 shares; 2025Q3: 710 shares; 2025Q4: 711 shares; 2026Q1: 711 shares; 2026Q2: 709 shares 709 $1.48M 0.96% -2 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: 4,403 shares; 2024Q4: 4,427 shares; 2025Q1: 4,445 shares; 2025Q2: 4,476 shares; 2025Q3: 4,566 shares; 2025Q4: 3,923 shares; 2026Q1: 3,857 shares; 2026Q2: 3,823 shares 3,823 $1.43M 0.93% -34 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: 2,561 shares; 2024Q4: 2,546 shares; 2025Q1: 2,508 shares; 2025Q2: 2,518 shares; 2025Q3: 2,530 shares; 2025Q4: 2,399 shares; 2026Q1: 2,479 shares; 2026Q2: 2,498 shares 2,498 $1.41M 0.92% +19 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: 12,302 shares; 2024Q4: 18,574 shares; 2025Q1: 16,530 shares; 2025Q2: 12,802 shares; 2025Q3: 12,805 shares; 2025Q4: 13,008 shares; 2026Q1: 13,006 shares; 2026Q2: 13,046 shares 13,046 $1.25M 0.81% +40 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,581 shares; 2024Q4: 6,123 shares; 2025Q1: 4,138 shares; 2025Q2: 3,610 shares; 2025Q3: 3,623 shares; 2025Q4: 4,588 shares; 2026Q1: 4,740 shares; 2026Q2: 5,064 shares 5,064 $1.23M 0.8% +324 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: 2,938 shares; 2024Q4: 3,185 shares; 2025Q1: 3,199 shares; 2025Q2: 3,201 shares; 2025Q3: 3,213 shares; 2025Q4: 3,273 shares; 2026Q1: 3,631 shares; 2026Q2: 15,098 shares 15,098 $1.22M 0.79% +11,467 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: 1,677 shares; 2024Q4: 2,035 shares; 2025Q1: 1,562 shares; 2025Q2: 1,466 shares; 2025Q3: 1,466 shares; 2025Q4: 1,344 shares; 2026Q1: 1,474 shares; 2026Q2: 1,571 shares 1,571 $1.18M 0.77% +97 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,112 shares; 2024Q4: 6,622 shares; 2025Q1: 4,851 shares; 2025Q2: 4,374 shares; 2025Q3: 4,384 shares; 2025Q4: 5,784 shares; 2026Q1: 6,356 shares; 2026Q2: 6,813 shares 6,813 $1.14M 0.74% +457 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,677 shares; 2024Q4: 6,700 shares; 2025Q1: 6,721 shares; 2025Q2: 6,745 shares; 2025Q3: 6,767 shares; 2025Q4: 7,090 shares; 2026Q1: 7,437 shares; 2026Q2: 7,464 shares 7,464 $1.13M 0.74% +27 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: 745 shares; 2024Q4: 741 shares; 2025Q1: 743 shares; 2025Q2: 595 shares; 2025Q3: 597 shares; 2025Q4: 591 shares; 2026Q1: 1,441 shares; 2026Q2: 1,439 shares 1,439 $1.07M 0.7% -2 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,566 shares; 2024Q4: 7,038 shares; 2025Q1: 4,524 shares; 2025Q2: 4,026 shares; 2025Q3: 4,028 shares; 2025Q4: 5,181 shares; 2026Q1: 5,668 shares; 2026Q2: 6,053 shares 6,053 $1.06M 0.69% +385 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,023 shares; 2025Q3: 8,124 shares; 2025Q4: 11,127 shares; 2026Q1: 18,259 shares; 2026Q2: 21,664 shares 21,664 $1.06M 0.69% +3,405 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: 5,690 shares; 2024Q4: 5,481 shares; 2025Q1: 5,445 shares; 2025Q2: 5,418 shares; 2025Q3: 5,601 shares; 2025Q4: 3,838 shares; 2026Q1: 4,201 shares; 2026Q2: 4,308 shares 4,308 $1.03M 0.67% +107 Timeline IDGT 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: 8,540 shares 8,540 $1.02M 0.67% new Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,258 shares; 2025Q1: 27,895 shares; 2025Q2: 31,032 shares; 2025Q3: 31,190 shares; 2025Q4: 32,290 shares; 2026Q1: 32,341 shares; 2026Q2: 33,753 shares 33,753 $1.01M 0.66% +1,412 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: 1,975 shares; 2024Q4: 1,977 shares; 2025Q1: 1,979 shares; 2025Q2: 1,981 shares; 2025Q3: 2,308 shares; 2025Q4: 2,078 shares; 2026Q1: 1,918 shares; 2026Q2: 7,677 shares 7,677 $953K 0.62% +5,759 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,721 shares; 2024Q4: 10,459 shares; 2025Q1: 10,302 shares; 2025Q2: 11,038 shares; 2025Q3: 11,330 shares; 2025Q4: 11,228 shares; 2026Q1: 16,547 shares; 2026Q2: 18,748 shares 18,748 $947K 0.62% +2,201 Timeline IYZ 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: 21,918 shares 21,918 $927K 0.61% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,659 shares; 2025Q3: 21,706 shares; 2025Q4: 22,055 shares; 2026Q1: 22,522 shares; 2026Q2: 23,092 shares 23,092 $927K 0.61% +570 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,978 shares; 2024Q4: 4,849 shares; 2025Q1: 5,109 shares; 2025Q2: 9,170 shares; 2025Q3: 9,231 shares; 2025Q4: 9,463 shares; 2026Q1: 9,616 shares; 2026Q2: 9,666 shares 9,666 $903K 0.59% +50 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,673 shares; 2024Q4: 17,877 shares; 2025Q1: 18,107 shares; 2025Q2: 17,152 shares; 2025Q3: 17,389 shares; 2025Q4: 16,203 shares; 2026Q1: 16,227 shares; 2026Q2: 16,265 shares 16,265 $795K 0.52% +38 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,504 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,706 shares; 2026Q1: 14,793 shares; 2026Q2: 14,793 shares 14,793 $791K 0.52% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,045 shares; 2024Q4: 2,074 shares; 2025Q1: 2,117 shares; 2025Q2: 2,117 shares; 2025Q3: 2,045 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares; 2026Q2: 1,875 shares 1,875 $789K 0.51% 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: 17,779 shares; 2024Q4: 17,851 shares; 2025Q1: 17,967 shares; 2025Q2: 18,243 shares; 2025Q3: 18,210 shares; 2025Q4: 17,576 shares; 2026Q1: 14,276 shares; 2026Q2: 13,701 shares 13,701 $781K 0.51% -575 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,760 shares; 2024Q4: 41,450 shares; 2025Q1: 40,835 shares; 2025Q2: 31,158 shares; 2025Q3: 31,248 shares; 2025Q4: 29,668 shares; 2026Q1: 28,940 shares; 2026Q2: 26,585 shares 26,585 $770K 0.5% -2,355 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,065 shares; 2026Q1: 1,099 shares; 2026Q2: 981 shares 981 $709K 0.46% -118 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: 1,605 shares; 2024Q4: 1,493 shares; 2025Q1: 1,507 shares; 2025Q2: 1,586 shares; 2025Q3: 1,643 shares; 2025Q4: 1,753 shares; 2026Q1: 1,793 shares; 2026Q2: 1,819 shares 1,819 $595K 0.39% +26 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,674 shares; 2024Q4: 12,630 shares; 2025Q1: 12,401 shares; 2025Q2: 12,144 shares; 2025Q3: 12,266 shares; 2025Q4: 12,373 shares; 2026Q1: 12,767 shares; 2026Q2: 12,917 shares 12,917 $590K 0.39% +150 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,157 shares; 2025Q1: 5,392 shares; 2025Q2: 5,292 shares; 2025Q3: 5,837 shares; 2025Q4: 5,285 shares; 2026Q1: 7,442 shares; 2026Q2: 6,752 shares 6,752 $534K 0.35% -690 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: 1,061 shares; 2024Q4: 1,079 shares; 2025Q1: 1,082 shares; 2025Q2: 1,085 shares; 2025Q3: 1,153 shares; 2025Q4: 1,100 shares; 2026Q1: 992 shares; 2026Q2: 1,056 shares 1,056 $519K 0.34% +64 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: 1,423 shares; 2024Q4: 1,446 shares; 2025Q1: 1,383 shares; 2025Q2: 1,464 shares; 2025Q3: 1,467 shares; 2025Q4: 1,200 shares; 2026Q1: 1,339 shares; 2026Q2: 1,504 shares 1,504 $516K 0.34% +165 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 1,484 shares; 2026Q1: 1,547 shares; 2026Q2: 1,432 shares 1,432 $506K 0.33% -115 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: not reported; 2025Q2: 40 shares; 2025Q3: 44 shares; 2025Q4: 66 shares; 2026Q1: 94 shares; 2026Q2: 2,419 shares 2,419 $431K 0.28% +2,325 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: 2,982 shares; 2024Q4: 3,073 shares; 2025Q1: 2,247 shares; 2025Q2: 2,105 shares; 2025Q3: 1,667 shares; 2025Q4: 1,421 shares; 2026Q1: 1,426 shares; 2026Q2: 1,431 shares 1,431 $428K 0.28% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,104 shares; 2025Q3: not reported; 2025Q4: 2,179 shares; 2026Q1: 2,632 shares; 2026Q2: 2,360 shares 2,360 $427K 0.28% -272 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: 2,176 shares; 2024Q4: 2,112 shares; 2025Q1: 2,122 shares; 2025Q2: 2,121 shares; 2025Q3: 2,190 shares; 2025Q4: 2,140 shares; 2026Q1: 2,155 shares; 2026Q2: 2,097 shares 2,097 $387K 0.25% -58 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,266 shares; 2025Q3: 2,348 shares; 2025Q4: 3,440 shares; 2026Q1: 3,828 shares; 2026Q2: 4,024 shares 4,024 $371K 0.24% +196 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $352K 0.23% 0 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: 3,307 shares; 2024Q4: 3,295 shares; 2025Q1: 3,323 shares; 2025Q2: 3,364 shares; 2025Q3: 3,272 shares; 2025Q4: 3,094 shares; 2026Q1: 2,845 shares; 2026Q2: 2,608 shares 2,608 $330K 0.22% -237 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: not reported; 2026Q1: not reported; 2026Q2: 567 shares 567 $329K 0.21% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,325 shares; 2025Q4: 4,397 shares; 2026Q1: 4,405 shares; 2026Q2: 4,422 shares 4,422 $315K 0.21% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,889 shares; 2026Q1: 2,267 shares; 2026Q2: 2,280 shares 2,280 $312K 0.2% +13 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 727 shares; 2026Q2: 730 shares 730 $290K 0.19% +3 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 712 shares; 2026Q1: 786 shares; 2026Q2: 792 shares 792 $280K 0.18% +6 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS 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: 2,364 shares; 2026Q2: 2,631 shares 2,631 $274K 0.18% +267 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: 3,655 shares; 2024Q4: 3,681 shares; 2025Q1: 3,710 shares; 2025Q2: 3,746 shares; 2025Q3: not reported; 2025Q4: 2,118 shares; 2026Q1: 2,135 shares; 2026Q2: 2,120 shares 2,120 $272K 0.18% -15 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,455 shares; 2024Q4: 9,730 shares; 2025Q1: 6,943 shares; 2025Q2: 5,918 shares; 2025Q3: 5,918 shares; 2025Q4: 7,845 shares; 2026Q1: not reported; 2026Q2: 2,951 shares 2,951 $267K 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,530 shares; 2026Q2: 10,640 shares 10,640 $261K 0.17% +110 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,357 shares; 2026Q2: 1,711 shares 1,711 $259K 0.17% +354 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: 5,709 shares; 2024Q4: 5,729 shares; 2025Q1: 5,775 shares; 2025Q2: 5,864 shares; 2025Q3: 5,956 shares; 2025Q4: 5,955 shares; 2026Q1: 5,998 shares; 2026Q2: 6,081 shares 6,081 $257K 0.17% +83 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: not reported; 2024Q4: 1,096 shares; 2025Q1: 1,113 shares; 2025Q2: 1,114 shares; 2025Q3: 941 shares; 2025Q4: 942 shares; 2026Q1: 943 shares; 2026Q2: 944 shares 944 $257K 0.17% +1 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: 12,199 shares; 2024Q4: 12,350 shares; 2025Q1: 12,494 shares; 2025Q2: 12,620 shares; 2025Q3: 12,746 shares; 2025Q4: 12,103 shares; 2026Q1: 12,230 shares; 2026Q2: 12,294 shares 12,294 $254K 0.17% +64 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: not reported; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,762 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $249K 0.16% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,659 shares 1,659 $240K 0.16% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,966 shares; 2026Q1: 2,848 shares; 2026Q2: 2,876 shares 2,876 $238K 0.16% +28 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE 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: 1,929 shares 1,929 $237K 0.16% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 586 shares 586 $227K 0.15% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,047 shares; 2025Q4: not reported; 2026Q1: 784 shares; 2026Q2: 784 shares 784 $216K 0.14% 0 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: 1,602 shares; 2025Q4: 1,411 shares; 2026Q1: 1,432 shares; 2026Q2: 1,407 shares 1,407 $213K 0.14% -25 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,305 shares; 2026Q1: not reported; 2026Q2: 1,312 shares 1,312 $212K 0.14% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,371 shares; 2026Q2: 1,353 shares 1,353 $212K 0.14% -18 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,768 shares 3,768 $212K 0.14% new 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: 4,430 shares; 2024Q4: 3,975 shares; 2025Q1: 4,040 shares; 2025Q2: 4,326 shares; 2025Q3: 4,274 shares; 2025Q4: 4,208 shares; 2026Q1: 4,071 shares; 2026Q2: 4,164 shares 4,164 $211K 0.14% +93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,232 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 836 shares 836 $203K 0.13% new 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: 170 shares 170 $200K 0.13% new Timeline