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: 432,597 shares; 2024Q4: 449,194 shares; 2025Q1: 458,052 shares; 2025Q2: 464,852 shares; 2025Q3: 486,850 shares; 2025Q4: 502,189 shares; 2026Q1: 511,287 shares; 2026Q2: 519,516 shares 519,516 $113M 9.6% +8,229 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,775 shares; 2024Q4: 266,178 shares; 2025Q1: 271,049 shares; 2025Q2: 274,550 shares; 2025Q3: 281,778 shares; 2025Q4: 287,558 shares; 2026Q1: 299,951 shares; 2026Q2: 1,212,621 shares 1,212,621 $97.7M 8.28% +912,670 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: 259,351 shares; 2024Q4: 263,046 shares; 2025Q1: 260,061 shares; 2025Q2: 245,980 shares; 2025Q3: 234,436 shares; 2025Q4: 231,435 shares; 2026Q1: 229,378 shares; 2026Q2: 228,450 shares 228,450 $84.5M 7.17% -928 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485,658 shares; 2024Q4: 1,971,311 shares; 2025Q1: 1,891,862 shares; 2025Q2: 1,942,809 shares; 2025Q3: 1,915,823 shares; 2025Q4: 1,927,577 shares; 2026Q1: 1,963,406 shares; 2026Q2: 2,021,747 shares 2,021,747 $68.4M 5.8% +58,341 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: 111,192 shares; 2024Q4: 114,608 shares; 2025Q1: 113,364 shares; 2025Q2: 108,347 shares; 2025Q3: 102,505 shares; 2025Q4: 102,011 shares; 2026Q1: 99,725 shares; 2026Q2: 99,569 shares 99,569 $68.4M 5.8% -156 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: 160,090 shares; 2024Q4: 161,321 shares; 2025Q1: 153,235 shares; 2025Q2: 148,666 shares; 2025Q3: 143,541 shares; 2025Q4: 142,785 shares; 2026Q1: 133,954 shares; 2026Q2: 783,592 shares 783,592 $67.5M 5.72% +649,638 Timeline VONG 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: 590,844 shares; 2024Q4: 595,632 shares; 2025Q1: 565,808 shares; 2025Q2: 567,604 shares; 2025Q3: 539,869 shares; 2025Q4: 529,869 shares; 2026Q1: 521,411 shares; 2026Q2: 525,540 shares 525,540 $67.2M 5.69% +4,129 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 582,721 shares; 2024Q4: 734,526 shares; 2025Q1: 776,374 shares; 2025Q2: 855,170 shares; 2025Q3: 1,037,305 shares; 2025Q4: 1,068,140 shares; 2026Q1: 1,140,191 shares; 2026Q2: 1,169,805 shares 1,169,805 $61.7M 5.23% +29,614 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: 273,831 shares; 2024Q4: 275,217 shares; 2025Q1: 270,146 shares; 2025Q2: 435,521 shares; 2025Q3: 652,709 shares; 2025Q4: 699,065 shares; 2026Q1: 747,961 shares; 2026Q2: 778,567 shares 778,567 $55.5M 4.7% +30,606 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: 131,738 shares; 2024Q4: 131,603 shares; 2025Q1: 128,284 shares; 2025Q2: 123,624 shares; 2025Q3: 113,538 shares; 2025Q4: 111,632 shares; 2026Q1: 108,706 shares; 2026Q2: 430,029 shares 430,029 $53.4M 4.53% +321,323 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: 641,259 shares; 2024Q4: 653,608 shares; 2025Q1: 654,879 shares; 2025Q2: 662,091 shares; 2025Q3: 663,358 shares; 2025Q4: 663,824 shares; 2026Q1: 686,849 shares; 2026Q2: 682,723 shares 682,723 $52.6M 4.46% -4,126 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392,410 shares; 2024Q4: 406,213 shares; 2025Q1: 407,727 shares; 2025Q2: 410,332 shares; 2025Q3: 446,832 shares; 2025Q4: 458,335 shares; 2026Q1: 453,426 shares; 2026Q2: 443,540 shares 443,540 $48.9M 4.14% -9,886 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: 37,877 shares; 2024Q4: 38,550 shares; 2025Q1: 39,515 shares; 2025Q2: 39,941 shares; 2025Q3: 41,045 shares; 2025Q4: 42,005 shares; 2026Q1: 44,738 shares; 2026Q2: 46,348 shares 46,348 $34.7M 2.94% +1,610 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,270 shares; 2026Q2: 131,660 shares 131,660 $31.4M 2.66% +9,390 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: 217,885 shares; 2024Q4: 213,075 shares; 2025Q1: 208,802 shares; 2025Q2: 198,820 shares; 2025Q3: 143,223 shares; 2025Q4: 138,327 shares; 2026Q1: 120,044 shares; 2026Q2: 119,675 shares 119,675 $29M 2.46% -369 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: 163,512 shares; 2024Q4: 164,151 shares; 2025Q1: 162,625 shares; 2025Q2: 109,540 shares; 2025Q3: 105,966 shares; 2025Q4: 104,989 shares; 2026Q1: 101,258 shares; 2026Q2: 99,197 shares 99,197 $28.7M 2.43% -2,061 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: 24,039 shares; 2024Q4: 24,231 shares; 2025Q1: 24,142 shares; 2025Q2: 23,827 shares; 2025Q3: 23,253 shares; 2025Q4: 23,513 shares; 2026Q1: 25,192 shares; 2026Q2: 24,737 shares 24,737 $18.5M 1.57% -455 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,645 shares; 2024Q4: 359,713 shares; 2025Q1: 362,377 shares; 2025Q2: 361,614 shares; 2025Q3: 359,117 shares; 2025Q4: 358,722 shares; 2026Q1: 333,762 shares; 2026Q2: 333,864 shares 333,864 $12.3M 1.04% +102 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: 71,876 shares; 2024Q4: 72,314 shares; 2025Q1: 71,914 shares; 2025Q2: 74,353 shares; 2025Q3: 69,592 shares; 2025Q4: 66,988 shares; 2026Q1: 59,329 shares; 2026Q2: 60,478 shares 60,478 $12.1M 1.03% +1,149 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: 30,522 shares; 2024Q4: 30,767 shares; 2025Q1: 28,253 shares; 2025Q2: 30,594 shares; 2025Q3: 31,137 shares; 2025Q4: 31,370 shares; 2026Q1: 28,469 shares; 2026Q2: 28,041 shares 28,041 $10.5M 0.89% -428 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: 30,088 shares; 2024Q4: 30,277 shares; 2025Q1: 30,347 shares; 2025Q2: 29,197 shares; 2025Q3: 29,533 shares; 2025Q4: 29,301 shares; 2026Q1: 27,792 shares; 2026Q2: 27,377 shares 27,377 $9.67M 0.82% -415 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: 19,191 shares; 2024Q4: 19,193 shares; 2025Q1: 19,883 shares; 2025Q2: 16,438 shares; 2025Q3: 13,170 shares; 2025Q4: 13,056 shares; 2026Q1: 11,618 shares; 2026Q2: 11,520 shares 11,520 $8.48M 0.72% -98 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: 38,685 shares; 2024Q4: 39,250 shares; 2025Q1: 39,763 shares; 2025Q2: 38,876 shares; 2025Q3: 37,078 shares; 2025Q4: 35,698 shares; 2026Q1: 34,697 shares; 2026Q2: 34,402 shares 34,402 $8.2M 0.7% -295 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: 67,903 shares; 2024Q4: 68,618 shares; 2025Q1: 69,053 shares; 2025Q2: 71,573 shares; 2025Q3: 71,083 shares; 2025Q4: 72,087 shares; 2026Q1: 69,782 shares; 2026Q2: 71,732 shares 71,732 $7.91M 0.67% +1,950 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: 14,132 shares; 2024Q4: 18,040 shares; 2025Q1: 17,694 shares; 2025Q2: 17,778 shares; 2025Q3: 17,632 shares; 2025Q4: 17,685 shares; 2026Q1: 14,645 shares; 2026Q2: 15,508 shares 15,508 $7.76M 0.66% +863 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: 38,003 shares; 2024Q4: 37,503 shares; 2025Q1: 36,973 shares; 2025Q2: 36,574 shares; 2025Q3: 36,574 shares; 2025Q4: 36,579 shares; 2026Q1: 35,979 shares; 2026Q2: 35,979 shares 35,979 $7.22M 0.61% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,239 shares; 2024Q4: 72,604 shares; 2025Q1: 78,666 shares; 2025Q2: 61,176 shares; 2025Q3: 60,796 shares; 2025Q4: 67,589 shares; 2026Q1: 72,524 shares; 2026Q2: 70,044 shares 70,044 $5.29M 0.45% -2,480 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: 9,994 shares; 2024Q4: 10,719 shares; 2025Q1: 10,394 shares; 2025Q2: 10,627 shares; 2025Q3: 10,645 shares; 2025Q4: 10,042 shares; 2026Q1: 10,031 shares; 2026Q2: 9,990 shares 9,990 $4.2M 0.36% -41 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: 47,465 shares; 2024Q4: 47,400 shares; 2025Q1: 48,360 shares; 2025Q2: 46,420 shares; 2025Q3: 46,320 shares; 2025Q4: 46,473 shares; 2026Q1: 43,432 shares; 2026Q2: 43,281 shares 43,281 $4.17M 0.35% -151 Timeline VONE 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: 15,285 shares; 2024Q4: 17,515 shares; 2025Q1: 17,375 shares; 2025Q2: 15,860 shares; 2025Q3: 13,870 shares; 2025Q4: 13,968 shares; 2026Q1: 13,095 shares; 2026Q2: 11,725 shares 11,725 $3.97M 0.34% -1,370 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: 356,523 shares; 2024Q4: 1,097,264 shares; 2025Q1: 1,101,407 shares; 2025Q2: 1,036,541 shares; 2025Q3: 917,146 shares; 2025Q4: 860,902 shares; 2026Q1: 125,643 shares; 2026Q2: 122,227 shares 122,227 $3.88M 0.33% -3,416 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: 18,246 shares; 2024Q4: 19,026 shares; 2025Q1: 17,842 shares; 2025Q2: 16,676 shares; 2025Q3: 15,516 shares; 2025Q4: 15,675 shares; 2026Q1: 12,110 shares; 2026Q2: 12,080 shares 12,080 $3.66M 0.31% -30 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,025 shares; 2024Q4: 183,170 shares; 2025Q1: 187,645 shares; 2025Q2: 172,549 shares; 2025Q3: 143,279 shares; 2025Q4: 141,719 shares; 2026Q1: 96,660 shares; 2026Q2: 95,845 shares 95,845 $3.34M 0.28% -815 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,298 shares; 2024Q4: 8,298 shares; 2025Q1: 8,358 shares; 2025Q2: 8,358 shares; 2025Q3: 8,408 shares; 2025Q4: 8,530 shares; 2026Q1: 8,498 shares; 2026Q2: 8,603 shares 8,603 $3.17M 0.27% +105 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: 3,193 shares; 2024Q4: 3,532 shares; 2025Q1: 3,763 shares; 2025Q2: 3,499 shares; 2025Q3: 3,428 shares; 2025Q4: 3,568 shares; 2026Q1: 3,497 shares; 2026Q2: 3,377 shares 3,377 $3.16M 0.27% -120 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,900 shares; 2026Q2: 44,428 shares 44,428 $3M 0.25% +22,528 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.25% 0 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: 4,668 shares; 2024Q4: 4,668 shares; 2025Q1: 4,650 shares; 2025Q2: 4,650 shares; 2025Q3: 4,584 shares; 2025Q4: 4,635 shares; 2026Q1: 4,525 shares; 2026Q2: 4,475 shares 4,475 $2.52M 0.21% -50 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,347 shares; 2024Q4: 8,662 shares; 2025Q1: 8,262 shares; 2025Q2: 7,937 shares; 2025Q3: 7,335 shares; 2025Q4: 6,810 shares; 2026Q1: 6,436 shares; 2026Q2: 6,111 shares 6,111 $2.5M 0.21% -325 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: 16,637 shares; 2024Q4: 16,869 shares; 2025Q1: 14,004 shares; 2025Q2: 14,014 shares; 2025Q3: 14,479 shares; 2025Q4: 16,373 shares; 2026Q1: 15,892 shares; 2026Q2: 15,688 shares 15,688 $2.3M 0.19% -204 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: 5,546 shares; 2024Q4: 6,865 shares; 2025Q1: 7,009 shares; 2025Q2: 6,815 shares; 2025Q3: 6,831 shares; 2025Q4: 6,746 shares; 2026Q1: 6,671 shares; 2026Q2: 6,305 shares 6,305 $2.25M 0.19% -366 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: 2,531 shares; 2024Q4: 2,741 shares; 2025Q1: 2,512 shares; 2025Q2: 2,407 shares; 2025Q3: 2,532 shares; 2025Q4: 2,407 shares; 2026Q1: 1,731 shares; 2026Q2: 1,767 shares 1,767 $2.12M 0.18% +36 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,625 shares; 2024Q4: 16,625 shares; 2025Q1: 17,030 shares; 2025Q2: 17,790 shares; 2025Q3: 17,385 shares; 2025Q4: 17,385 shares; 2026Q1: 14,414 shares; 2026Q2: 14,396 shares 14,396 $2.11M 0.18% -18 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: 9,589 shares; 2024Q4: 9,579 shares; 2025Q1: 9,470 shares; 2025Q2: 8,884 shares; 2025Q3: 8,679 shares; 2025Q4: 8,427 shares; 2026Q1: 7,531 shares; 2026Q2: 7,729 shares 7,729 $1.94M 0.16% +198 Timeline QQQM 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: 1,320 shares; 2024Q4: 1,255 shares; 2025Q1: 1,443 shares; 2025Q2: 1,318 shares; 2025Q3: 7,315 shares; 2025Q4: 7,318 shares; 2026Q1: 6,158 shares; 2026Q2: 6,158 shares 6,158 $1.87M 0.16% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,990 shares; 2024Q4: 5,720 shares; 2025Q1: 5,860 shares; 2025Q2: 5,796 shares; 2025Q3: 6,072 shares; 2025Q4: 6,072 shares; 2026Q1: 5,727 shares; 2026Q2: 5,659 shares 5,659 $1.85M 0.16% -68 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: 1,446 shares; 2024Q4: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares; 2025Q3: 1,571 shares; 2025Q4: 1,625 shares; 2026Q1: 1,675 shares; 2026Q2: 1,675 shares 1,675 $1.78M 0.15% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,886 shares; 2024Q4: 3,886 shares; 2025Q1: 4,656 shares; 2025Q2: 5,006 shares; 2025Q3: 5,061 shares; 2025Q4: 9,267 shares; 2026Q1: 9,297 shares; 2026Q2: 9,297 shares 9,297 $1.77M 0.15% 0 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: 7,009 shares; 2024Q4: 7,009 shares; 2025Q1: 7,669 shares; 2025Q2: 7,669 shares; 2025Q3: 7,669 shares; 2025Q4: 7,669 shares; 2026Q1: 7,329 shares; 2026Q2: 7,329 shares 7,329 $1.73M 0.15% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 12,078 shares 12,078 $1.65M 0.14% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,930 shares; 2025Q4: 15,375 shares; 2026Q1: 15,385 shares; 2026Q2: 15,435 shares 15,435 $1.64M 0.14% +50 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: 5,193 shares; 2024Q4: 5,789 shares; 2025Q1: 5,789 shares; 2025Q2: 5,789 shares; 2025Q3: 5,979 shares; 2025Q4: 6,105 shares; 2026Q1: 6,106 shares; 2026Q2: 6,146 shares 6,146 $1.56M 0.13% +40 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,593 shares; 2024Q4: 9,437 shares; 2025Q1: 9,697 shares; 2025Q2: 9,423 shares; 2025Q3: 10,351 shares; 2025Q4: 10,387 shares; 2026Q1: 9,536 shares; 2026Q2: 9,779 shares 9,779 $1.15M 0.1% +243 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: 3,416 shares; 2024Q4: 4,011 shares; 2025Q1: 2,516 shares; 2025Q2: 2,851 shares; 2025Q3: 2,801 shares; 2025Q4: 2,315 shares; 2026Q1: 2,276 shares; 2026Q2: 1,776 shares 1,776 $1.03M 0.09% -500 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076 shares; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 1,353 shares; 2025Q3: 1,358 shares; 2025Q4: 13,530 shares; 2026Q1: 13,963 shares; 2026Q2: 13,803 shares 13,803 $986K 0.08% -160 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: 2,345 shares; 2024Q4: 2,763 shares; 2025Q1: 2,884 shares; 2025Q2: 2,706 shares; 2025Q3: 2,856 shares; 2025Q4: 2,851 shares; 2026Q1: 2,702 shares; 2026Q2: 2,662 shares 2,662 $939K 0.08% -40 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: 7,628 shares; 2024Q4: 7,582 shares; 2025Q1: 7,754 shares; 2025Q2: 7,110 shares; 2025Q3: 6,430 shares; 2025Q4: 6,905 shares; 2026Q1: 6,912 shares; 2026Q2: 3,413 shares 3,413 $923K 0.08% -3,499 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: 1,845 shares; 2024Q4: 1,865 shares; 2025Q1: 1,718 shares; 2025Q2: 1,718 shares; 2025Q3: 2,006 shares; 2025Q4: 2,112 shares; 2026Q1: 1,609 shares; 2026Q2: 1,814 shares 1,814 $866K 0.07% +205 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 1,950 shares; 2025Q4: 3,785 shares; 2026Q1: 4,820 shares; 2026Q2: 5,200 shares 5,200 $860K 0.07% +380 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: 2,427 shares; 2024Q4: 2,576 shares; 2025Q1: 2,711 shares; 2025Q2: 2,543 shares; 2025Q3: 2,843 shares; 2025Q4: 2,851 shares; 2026Q1: 2,445 shares; 2026Q2: 2,451 shares 2,451 $841K 0.07% +6 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: 496 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 6,968 shares 6,968 $833K 0.07% +6,462 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: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,333 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 2,221 shares; 2026Q2: 2,216 shares 2,216 $828K 0.07% -5 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,015 shares; 2024Q4: 19,885 shares; 2025Q1: 19,885 shares; 2025Q2: 19,885 shares; 2025Q3: 22,305 shares; 2025Q4: 22,305 shares; 2026Q1: 22,305 shares; 2026Q2: 20,260 shares 20,260 $815K 0.07% -2,045 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: 7,076 shares; 2024Q4: 7,295 shares; 2025Q1: 7,588 shares; 2025Q2: 7,714 shares; 2025Q3: 7,735 shares; 2025Q4: 7,735 shares; 2026Q1: 7,541 shares; 2026Q2: 7,110 shares 7,110 $805K 0.07% -431 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: 6,896 shares; 2024Q4: 6,779 shares; 2025Q1: 5,783 shares; 2025Q2: 5,794 shares; 2025Q3: 5,905 shares; 2025Q4: 5,810 shares; 2026Q1: 5,853 shares; 2026Q2: 6,005 shares 6,005 $772K 0.07% +152 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: 471 shares; 2025Q3: 470 shares; 2025Q4: 505 shares; 2026Q1: 655 shares; 2026Q2: 654 shares 654 $768K 0.07% -1 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,023 shares; 2024Q4: 7,262 shares; 2025Q1: 6,938 shares; 2025Q2: 6,940 shares; 2025Q3: 6,940 shares; 2025Q4: 6,689 shares; 2026Q1: 6,689 shares; 2026Q2: 6,689 shares 6,689 $764K 0.06% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,876 shares; 2024Q4: 9,120 shares; 2025Q1: 10,011 shares; 2025Q2: 8,828 shares; 2025Q3: 9,086 shares; 2025Q4: 8,787 shares; 2026Q1: 8,440 shares; 2026Q2: 8,197 shares 8,197 $744K 0.06% -243 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,446 shares; 2024Q4: 3,346 shares; 2025Q1: 3,219 shares; 2025Q2: 3,169 shares; 2025Q3: 3,169 shares; 2025Q4: 3,071 shares; 2026Q1: 2,971 shares; 2026Q2: 3,077 shares 3,077 $732K 0.06% +106 Timeline HACK 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: 7,268 shares; 2024Q4: 7,268 shares; 2025Q1: 7,268 shares; 2025Q2: 7,330 shares; 2025Q3: 7,365 shares; 2025Q4: 7,365 shares; 2026Q1: 7,065 shares; 2026Q2: 6,913 shares 6,913 $725K 0.06% -152 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,723 shares; 2026Q2: 5,173 shares 5,173 $722K 0.06% +450 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,726 shares; 2024Q4: 2,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 720 shares; 2026Q2: 562 shares 562 $649K 0.06% -158 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,179 shares; 2024Q4: 34,186 shares; 2025Q1: 33,142 shares; 2025Q2: 33,148 shares; 2025Q3: 39,377 shares; 2025Q4: 39,518 shares; 2026Q1: 38,903 shares; 2026Q2: 31,051 shares 31,051 $643K 0.05% -7,852 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,497 shares; 2025Q1: 2,408 shares; 2025Q2: 2,254 shares; 2025Q3: 3,236 shares; 2025Q4: 3,236 shares; 2026Q1: 2,836 shares; 2026Q2: 2,906 shares 2,906 $629K 0.05% +70 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,785 shares; 2024Q4: 13,785 shares; 2025Q1: 13,785 shares; 2025Q2: 13,785 shares; 2025Q3: 13,785 shares; 2025Q4: 13,785 shares; 2026Q1: 13,785 shares; 2026Q2: 10,955 shares 10,955 $616K 0.05% -2,830 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595 shares; 2024Q4: 1,178 shares; 2025Q1: 1,356 shares; 2025Q2: 1,146 shares; 2025Q3: 1,186 shares; 2025Q4: 2,238 shares; 2026Q1: 1,735 shares; 2026Q2: 1,717 shares 1,717 $586K 0.05% -18 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: not reported; 2024Q4: 1,005 shares; 2025Q1: 1,620 shares; 2025Q2: 1,700 shares; 2025Q3: 1,935 shares; 2025Q4: 1,669 shares; 2026Q1: 1,527 shares; 2026Q2: 1,548 shares 1,548 $585K 0.05% +21 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: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,583 shares; 2025Q2: 2,015 shares; 2025Q3: 2,240 shares; 2025Q4: 2,023 shares; 2026Q1: 2,025 shares; 2026Q2: 2,044 shares 2,044 $575K 0.05% +19 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,005 shares; 2024Q4: 30,005 shares; 2025Q1: 24,565 shares; 2025Q2: 25,155 shares; 2025Q3: 25,155 shares; 2025Q4: 15,745 shares; 2026Q1: 15,745 shares; 2026Q2: 18,795 shares 18,795 $567K 0.05% +3,050 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657 shares; 2024Q4: 1,241 shares; 2025Q1: 1,317 shares; 2025Q2: 1,237 shares; 2025Q3: 1,362 shares; 2025Q4: 1,370 shares; 2026Q1: 1,089 shares; 2026Q2: 1,090 shares 1,090 $560K 0.05% +1 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,214 shares; 2024Q4: 3,214 shares; 2025Q1: 3,437 shares; 2025Q2: 2,852 shares; 2025Q3: 3,052 shares; 2025Q4: 2,707 shares; 2026Q1: 3,219 shares; 2026Q2: 3,721 shares 3,721 $546K 0.05% +502 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,872 shares; 2024Q4: 1,875 shares; 2025Q1: 1,479 shares; 2025Q2: 1,426 shares; 2025Q3: 1,028 shares; 2025Q4: 895 shares; 2026Q1: 847 shares; 2026Q2: 849 shares 849 $538K 0.05% +2 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,325 shares; 2025Q3: 12,325 shares; 2025Q4: 12,325 shares; 2026Q1: 12,325 shares; 2026Q2: 12,325 shares 12,325 $521K 0.04% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,461 shares; 2024Q4: 1,467 shares; 2025Q1: 1,472 shares; 2025Q2: 1,533 shares; 2025Q3: 1,484 shares; 2025Q4: 1,381 shares; 2026Q1: 1,385 shares; 2026Q2: 1,389 shares 1,389 $503K 0.04% +4 Timeline XJH 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: 9,390 shares 9,390 $490K 0.04% new Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,730 shares; 2024Q4: 5,130 shares; 2025Q1: 5,130 shares; 2025Q2: 5,130 shares; 2025Q3: 5,130 shares; 2025Q4: 4,055 shares; 2026Q1: 3,730 shares; 2026Q2: 3,730 shares 3,730 $489K 0.04% 0 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,195 shares; 2024Q4: 4,195 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,050 shares; 2026Q2: 4,050 shares 4,050 $489K 0.04% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,978 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,978 shares; 2025Q3: 2,058 shares; 2025Q4: 1,978 shares; 2026Q1: 1,979 shares; 2026Q2: 2,014 shares 2,014 $489K 0.04% +35 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,993 shares; 2024Q4: 1,993 shares; 2025Q1: 2,452 shares; 2025Q2: 2,153 shares; 2025Q3: 2,163 shares; 2025Q4: 4,336 shares; 2026Q1: 4,336 shares; 2026Q2: 4,131 shares 4,131 $484K 0.04% -205 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,754 shares; 2024Q4: 5,626 shares; 2025Q1: 6,020 shares; 2025Q2: 5,622 shares; 2025Q3: 5,369 shares; 2025Q4: 5,120 shares; 2026Q1: 5,042 shares; 2026Q2: 5,010 shares 5,010 $482K 0.04% -32 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: 9,328 shares; 2024Q4: 8,926 shares; 2025Q1: 8,524 shares; 2025Q2: 8,525 shares; 2025Q3: 8,345 shares; 2025Q4: 8,345 shares; 2026Q1: 8,345 shares; 2026Q2: 8,339 shares 8,339 $475K 0.04% -6 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: 9,108 shares; 2024Q4: 9,108 shares; 2025Q1: 9,836 shares; 2025Q2: 8,736 shares; 2025Q3: 8,568 shares; 2025Q4: 7,986 shares; 2026Q1: 6,629 shares; 2026Q2: 5,827 shares 5,827 $474K 0.04% -802 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 4,775 shares; 2025Q1: 4,775 shares; 2025Q2: 4,775 shares; 2025Q3: 4,775 shares; 2025Q4: 4,775 shares; 2026Q1: 4,775 shares; 2026Q2: 4,922 shares 4,922 $471K 0.04% +147 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,111 shares; 2026Q2: 10,111 shares 10,111 $449K 0.04% 0 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: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,032 shares; 2026Q1: 1,031 shares; 2026Q2: 1,032 shares 1,032 $440K 0.04% +1 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: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,277 shares; 2025Q4: 1,333 shares; 2026Q1: 1,177 shares; 2026Q2: 1,281 shares 1,281 $433K 0.04% +104 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,465 shares; 2024Q4: 6,140 shares; 2025Q1: 5,385 shares; 2025Q2: 5,286 shares; 2025Q3: 4,637 shares; 2025Q4: 3,625 shares; 2026Q1: 13,689 shares; 2026Q2: 3,157 shares 3,157 $427K 0.04% -10,532 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,986 shares; 2024Q4: 78,846 shares; 2025Q1: 69,236 shares; 2025Q2: 73,066 shares; 2025Q3: 73,066 shares; 2025Q4: 23,621 shares; 2026Q1: 27,172 shares; 2026Q2: 22,272 shares 22,272 $420K 0.04% -4,900 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,939 shares; 2025Q1: 4,939 shares; 2025Q2: 4,939 shares; 2025Q3: 4,939 shares; 2025Q4: 4,939 shares; 2026Q1: 4,939 shares; 2026Q2: 4,939 shares 4,939 $403K 0.03% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 2,319 shares 2,319 $396K 0.03% new Timeline ITOT 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: 2,372 shares; 2026Q2: 2,372 shares 2,372 $390K 0.03% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,840 shares; 2024Q4: 10,840 shares; 2025Q1: 10,840 shares; 2025Q2: 10,840 shares; 2025Q3: 10,840 shares; 2025Q4: 10,836 shares; 2026Q1: 10,836 shares; 2026Q2: 10,836 shares 10,836 $382K 0.03% 0 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: 1,492 shares 1,492 $381K 0.03% new 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: 27,932 shares; 2024Q4: 25,209 shares; 2025Q1: 26,354 shares; 2025Q2: 24,557 shares; 2025Q3: 21,135 shares; 2025Q4: 16,652 shares; 2026Q1: 15,995 shares; 2026Q2: 15,802 shares 15,802 $381K 0.03% -193 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,365 shares; 2024Q4: 1,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,540 shares; 2025Q4: 1,544 shares; 2026Q1: 1,545 shares; 2026Q2: 1,544 shares 1,544 $380K 0.03% -1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,205 shares; 2024Q4: 4,403 shares; 2025Q1: 4,422 shares; 2025Q2: 4,344 shares; 2025Q3: 3,744 shares; 2025Q4: 3,539 shares; 2026Q1: 3,225 shares; 2026Q2: 3,189 shares 3,189 $375K 0.03% -36 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 4,556 shares; 2026Q1: 9,450 shares; 2026Q2: 11,170 shares 11,170 $372K 0.03% +1,720 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 404 shares; 2026Q1: 327 shares; 2026Q2: 355 shares 355 $359K 0.03% +28 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: not reported; 2024Q4: 3,910 shares; 2025Q1: 3,910 shares; 2025Q2: 3,910 shares; 2025Q3: 3,910 shares; 2025Q4: 3,910 shares; 2026Q1: 3,910 shares; 2026Q2: 3,910 shares 3,910 $343K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,186 shares; 2026Q2: 2,386 shares 2,386 $326K 0.03% +200 Timeline ESGD 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: 2,855 shares; 2026Q1: 2,880 shares; 2026Q2: 3,130 shares 3,130 $322K 0.03% +250 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,617 shares; 2024Q4: 3,620 shares; 2025Q1: 3,678 shares; 2025Q2: 3,434 shares; 2025Q3: 3,332 shares; 2025Q4: 3,280 shares; 2026Q1: 2,293 shares; 2026Q2: 2,058 shares 2,058 $313K 0.03% -235 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: 1,420 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares; 2026Q2: 1,600 shares 1,600 $304K 0.03% +10 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,374 shares; 2024Q4: 5,374 shares; 2025Q1: 5,374 shares; 2025Q2: 5,374 shares; 2025Q3: 5,374 shares; 2025Q4: 5,374 shares; 2026Q1: 5,374 shares; 2026Q2: 5,374 shares 5,374 $303K 0.03% 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: 2,630 shares; 2024Q4: 2,630 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 3,155 shares; 2025Q4: 2,735 shares; 2026Q1: 2,735 shares; 2026Q2: 2,795 shares 2,795 $299K 0.03% +60 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: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares; 2026Q2: 1,565 shares 1,565 $290K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,067 shares; 2024Q4: not reported; 2025Q1: 4,132 shares; 2025Q2: 4,132 shares; 2025Q3: 4,132 shares; 2025Q4: 4,132 shares; 2026Q1: 4,132 shares; 2026Q2: 4,132 shares 4,132 $282K 0.02% 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: 2,125 shares; 2024Q4: 2,009 shares; 2025Q1: 1,846 shares; 2025Q2: 1,557 shares; 2025Q3: 1,563 shares; 2025Q4: 1,570 shares; 2026Q1: 1,548 shares; 2026Q2: 1,640 shares 1,640 $272K 0.02% +92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,120 shares 1,120 $272K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,010 shares; 2025Q2: 2,010 shares; 2025Q3: 2,010 shares; 2025Q4: 2,022 shares; 2026Q1: 2,020 shares; 2026Q2: 2,120 shares 2,120 $268K 0.02% +100 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $267K 0.02% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,197 shares; 2025Q1: 1,207 shares; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: 1,182 shares; 2026Q1: 1,182 shares; 2026Q2: 1,180 shares 1,180 $261K 0.02% -2 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,733 shares; 2024Q4: 4,733 shares; 2025Q1: 4,733 shares; 2025Q2: 4,733 shares; 2025Q3: 4,733 shares; 2025Q4: 4,638 shares; 2026Q1: 5,135 shares; 2026Q2: 5,135 shares 5,135 $254K 0.02% 0 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS 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: 9,361 shares; 2025Q4: 7,964 shares; 2026Q1: not reported; 2026Q2: 6,846 shares 6,846 $249K 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,417 shares; 2026Q1: 1,417 shares; 2026Q2: 1,417 shares 1,417 $249K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,104 shares 4,104 $248K 0.02% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,435 shares; 2025Q1: not reported; 2025Q2: 2,128 shares; 2025Q3: 2,413 shares; 2025Q4: 2,230 shares; 2026Q1: 2,165 shares; 2026Q2: 2,092 shares 2,092 $244K 0.02% -73 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,771 shares; 2024Q4: 2,912 shares; 2025Q1: 2,912 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,691 shares; 2026Q1: 1,691 shares; 2026Q2: 1,541 shares 1,541 $244K 0.02% -150 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL 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: 655 shares; 2026Q1: 655 shares; 2026Q2: 655 shares 655 $243K 0.02% 0 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: not reported; 2024Q4: 1,557 shares; 2025Q1: 1,618 shares; 2025Q2: 1,394 shares; 2025Q3: 1,249 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares; 2026Q2: 1,085 shares 1,085 $242K 0.02% 0 Timeline MGK 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 538 shares; 2025Q4: 538 shares; 2026Q1: not reported; 2026Q2: 2,690 shares 2,690 $236K 0.02% new Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 8,430 shares; 2026Q1: 8,535 shares; 2026Q2: 5,985 shares 5,985 $236K 0.02% -2,550 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,438 shares; 2024Q4: 1,438 shares; 2025Q1: 1,900 shares; 2025Q2: 1,438 shares; 2025Q3: 1,313 shares; 2025Q4: 1,122 shares; 2026Q1: not reported; 2026Q2: 1,238 shares 1,238 $236K 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 1,511 shares 1,511 $232K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,810 shares 2,810 $231K 0.02% new Timeline NVMI NOVA LTD More: the full row for NOVA LTD 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: 415 shares 415 $225K 0.02% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,400 shares; 2025Q4: not reported; 2026Q1: 4,413 shares; 2026Q2: 4,673 shares 4,673 $224K 0.02% +260 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 112 shares 112 $223K 0.02% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 865 shares; 2024Q4: 865 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 923 shares; 2025Q4: 822 shares; 2026Q1: 789 shares; 2026Q2: 790 shares 790 $214K 0.02% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,175 shares; 2026Q2: 1,600 shares 1,600 $212K 0.02% -575 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,070 shares; 2025Q4: 1,072 shares; 2026Q1: not reported; 2026Q2: 820 shares 820 $207K 0.02% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON 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: 8,000 shares 8,000 $205K 0.02% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 943 shares; 2024Q4: 943 shares; 2025Q1: not reported; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 1,059 shares; 2026Q1: not reported; 2026Q2: 821 shares 821 $204K 0.02% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: not reported; 2026Q2: 386 shares 386 $202K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 266 shares 266 $201K 0.02% -24 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,242 shares; 2024Q4: 10,505 shares; 2025Q1: 10,800 shares; 2025Q2: 11,182 shares; 2025Q3: 11,182 shares; 2025Q4: 11,182 shares; 2026Q1: 11,182 shares; 2026Q2: 11,182 shares 11,182 $162K 0.01% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,832 shares; 2024Q4: 10,832 shares; 2025Q1: 10,832 shares; 2025Q2: 10,832 shares; 2025Q3: 10,799 shares; 2025Q4: 10,799 shares; 2026Q1: 10,799 shares; 2026Q2: 10,799 shares 10,799 $146K 0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST 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: 18,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares 21,000 $97K 0.01% 0 Timeline EMPIRE PETE CORP COM EMPIRE PETE CORP COM More: the full row for EMPIRE PETE CORP COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,094 shares; 2025Q3: 17,094 shares; 2025Q4: 17,094 shares; 2026Q1: 17,094 shares; 2026Q2: 17,094 shares 17,094 $45.8K <0.01% 0