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; 2022Q4: 214,761 shares; 2023Q1: 214,349 shares; 2023Q2: 213,194 shares; 2023Q3: 227,008 shares; 2023Q4: 224,623 shares; 2024Q1: 227,626 shares; 2024Q2: 226,941 shares; 2024Q3: 224,151 shares 224,151 $11.1M 5.72% -2,790 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 38,329 shares; 2023Q1: 38,120 shares; 2023Q2: 36,391 shares; 2023Q3: 34,766 shares; 2023Q4: 39,140 shares; 2024Q1: 37,716 shares; 2024Q2: 37,993 shares; 2024Q3: 37,588 shares 37,588 $8.76M 4.5% -405 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 21,395 shares; 2023Q1: 21,313 shares; 2023Q2: 19,504 shares; 2023Q3: 19,114 shares; 2023Q4: 21,115 shares; 2024Q1: 20,424 shares; 2024Q2: 20,155 shares; 2024Q3: 19,965 shares 19,965 $8.59M 4.41% -190 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,911 shares; 2023Q1: 14,173 shares; 2023Q2: 13,906 shares; 2023Q3: 14,093 shares; 2023Q4: 14,096 shares; 2024Q1: 13,982 shares; 2024Q2: 13,872 shares; 2024Q3: 13,192 shares 13,192 $7.61M 3.91% -680 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 49,541 shares; 2023Q1: 84,710 shares; 2023Q2: 85,969 shares; 2023Q3: 87,304 shares; 2023Q4: 87,114 shares; 2024Q1: 86,595 shares; 2024Q2: 85,115 shares; 2024Q3: 84,655 shares 84,655 $5.17M 2.66% -460 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 22,696 shares; 2023Q1: 23,659 shares; 2023Q2: 25,610 shares; 2023Q3: 28,199 shares; 2023Q4: 30,529 shares; 2024Q1: 36,078 shares; 2024Q2: 37,312 shares; 2024Q3: 40,473 shares 40,473 $4.84M 2.49% +3,161 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 40,477 shares; 2023Q1: 39,645 shares; 2023Q2: 35,548 shares; 2023Q3: 32,138 shares; 2023Q4: 30,370 shares; 2024Q1: 29,835 shares; 2024Q2: 29,504 shares; 2024Q3: 28,382 shares 28,382 $4.84M 2.48% -1,122 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 33,905 shares; 2023Q1: 34,605 shares; 2023Q2: 34,003 shares; 2023Q3: 33,063 shares; 2023Q4: 31,807 shares; 2024Q1: 31,354 shares; 2024Q2: 29,238 shares; 2024Q3: 28,553 shares 28,553 $4.77M 2.45% -685 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 33,640 shares; 2023Q1: 30,040 shares; 2023Q2: 29,327 shares; 2023Q3: 30,362 shares; 2023Q4: 36,489 shares; 2024Q1: 41,394 shares; 2024Q2: 42,294 shares; 2024Q3: 42,334 shares 42,334 $4.29M 2.2% +40 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 49,135 shares; 2023Q1: 71,885 shares; 2023Q2: 77,422 shares; 2023Q3: 89,187 shares; 2023Q4: 86,387 shares; 2024Q1: 86,777 shares; 2024Q2: 87,897 shares; 2024Q3: 103,265 shares 103,265 $4.28M 2.2% +15,368 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; 2022Q4: 10,970 shares; 2023Q1: 10,674 shares; 2023Q2: 10,232 shares; 2023Q3: 10,022 shares; 2023Q4: 10,013 shares; 2024Q1: 8,069 shares; 2024Q2: 7,871 shares; 2024Q3: 7,420 shares 7,420 $4.25M 2.18% -451 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; 2022Q4: 1,064 shares; 2023Q1: 1,069 shares; 2023Q2: 1,068 shares; 2023Q3: 1,049 shares; 2023Q4: 1,083 shares; 2024Q1: 1,050 shares; 2024Q2: 1,057 shares; 2024Q3: 1,004 shares 1,004 $4.23M 2.17% -53 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 21,344 shares; 2023Q1: 21,194 shares; 2023Q2: 21,139 shares; 2023Q3: 21,179 shares; 2023Q4: 21,339 shares; 2024Q1: 21,545 shares; 2024Q2: 21,890 shares; 2024Q3: 20,685 shares 20,685 $4.08M 2.1% -1,205 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,727 shares; 2023Q1: 6,710 shares; 2023Q2: 6,539 shares; 2023Q3: 6,016 shares; 2023Q4: 5,911 shares; 2024Q1: 5,017 shares; 2024Q2: 4,841 shares; 2024Q3: 4,766 shares 4,766 $3.89M 2% -75 NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,392 shares; 2023Q1: 7,277 shares; 2023Q2: 3,504 shares; 2023Q3: 3,498 shares; 2023Q4: 3,578 shares; 2024Q1: 3,358 shares; 2024Q2: 32,628 shares; 2024Q3: 31,785 shares 31,785 $3.86M 1.98% -843 Timeline BSCQ 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; 2022Q4: 123,715 shares; 2023Q1: 127,145 shares; 2023Q2: 126,291 shares; 2023Q3: 127,371 shares; 2023Q4: 142,484 shares; 2024Q1: 162,229 shares; 2024Q2: 174,304 shares; 2024Q3: 189,664 shares 189,664 $3.71M 1.91% +15,360 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,670 shares; 2023Q1: 4,649 shares; 2023Q2: 4,607 shares; 2023Q3: 4,547 shares; 2023Q4: 4,218 shares; 2024Q1: 4,037 shares; 2024Q2: 4,045 shares; 2024Q3: 3,855 shares 3,855 $3.66M 1.88% -190 HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,523 shares; 2023Q1: 17,310 shares; 2023Q2: 17,334 shares; 2023Q3: 17,309 shares; 2023Q4: 17,285 shares; 2024Q1: 17,174 shares; 2024Q2: 17,382 shares; 2024Q3: 17,612 shares 17,612 $3.64M 1.87% +230 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,535 shares; 2023Q3: 7,519 shares; 2023Q4: 8,968 shares; 2024Q1: 8,891 shares; 2024Q2: 8,954 shares; 2024Q3: 8,839 shares 8,839 $3.58M 1.84% -115 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,797 shares; 2023Q1: 15,340 shares; 2023Q2: 16,806 shares; 2023Q3: 16,893 shares; 2023Q4: 23,375 shares; 2024Q1: 24,295 shares; 2024Q2: 24,112 shares; 2024Q3: 21,128 shares 21,128 $3.57M 1.83% -2,984 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; 2022Q4: 19,148 shares; 2023Q1: 18,889 shares; 2023Q2: 17,596 shares; 2023Q3: 17,492 shares; 2023Q4: 19,048 shares; 2024Q1: 17,375 shares; 2024Q2: 16,248 shares; 2024Q3: 15,978 shares 15,978 $3.37M 1.73% -270 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 24,900 shares; 2024Q1: 120,585 shares; 2024Q2: 131,850 shares; 2024Q3: 161,750 shares 161,750 $3.33M 1.71% +29,900 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,985 shares; 2023Q1: 8,762 shares; 2023Q2: 8,480 shares; 2023Q3: 8,251 shares; 2023Q4: 7,650 shares; 2024Q1: 7,338 shares; 2024Q2: 7,203 shares; 2024Q3: 7,047 shares 7,047 $3.31M 1.7% -156 Timeline BSCR 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; 2022Q4: 73,555 shares; 2023Q1: 85,110 shares; 2023Q2: 86,778 shares; 2023Q3: 91,733 shares; 2023Q4: 124,515 shares; 2024Q1: 146,035 shares; 2024Q2: 150,430 shares; 2024Q3: 159,230 shares 159,230 $3.14M 1.61% +8,800 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,547 shares; 2023Q1: 8,386 shares; 2023Q2: 7,562 shares; 2023Q3: 7,371 shares; 2023Q4: 7,261 shares; 2024Q1: 6,824 shares; 2024Q2: 6,590 shares; 2024Q3: 6,241 shares 6,241 $3.08M 1.58% -349 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 111,785 shares; 2023Q1: 115,980 shares; 2023Q2: 114,420 shares; 2023Q3: 116,770 shares; 2023Q4: 131,970 shares; 2024Q1: 140,710 shares; 2024Q2: 142,310 shares; 2024Q3: 145,985 shares 145,985 $3.01M 1.55% +3,675 TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,155 shares; 2023Q1: 18,298 shares; 2023Q2: 17,275 shares; 2023Q3: 17,230 shares; 2023Q4: 17,104 shares; 2024Q1: 18,830 shares; 2024Q2: 18,785 shares; 2024Q3: 18,655 shares 18,655 $2.91M 1.49% -130 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; 2022Q4: 24,568 shares; 2023Q1: 24,245 shares; 2023Q2: 23,888 shares; 2023Q3: 23,508 shares; 2023Q4: 24,308 shares; 2024Q1: 23,758 shares; 2024Q2: 23,913 shares; 2024Q3: 25,153 shares 25,153 $2.86M 1.47% +1,240 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,820 shares; 2023Q1: 12,193 shares; 2023Q2: 11,571 shares; 2023Q3: 13,565 shares; 2023Q4: 16,285 shares; 2024Q1: 16,446 shares; 2024Q2: 16,614 shares; 2024Q3: 16,614 shares 16,614 $2.83M 1.45% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,445 shares; 2023Q1: 9,430 shares; 2023Q2: 9,211 shares; 2023Q3: 9,175 shares; 2023Q4: 8,935 shares; 2024Q1: 8,592 shares; 2024Q2: 8,544 shares; 2024Q3: 8,295 shares 8,295 $2.69M 1.38% -249 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,340 shares; 2023Q1: 9,331 shares; 2023Q2: 9,381 shares; 2023Q3: 9,791 shares; 2023Q4: 9,624 shares; 2024Q1: 9,492 shares; 2024Q2: 9,505 shares; 2024Q3: 9,200 shares 9,200 $2.65M 1.36% -305 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 86,448 shares; 2023Q1: 85,153 shares; 2023Q2: 84,753 shares; 2023Q3: 84,753 shares; 2023Q4: 84,120 shares; 2024Q1: 84,895 shares; 2024Q2: 86,645 shares; 2024Q3: 86,760 shares 86,760 $2.55M 1.31% +115 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,489 shares; 2024Q3: 15,294 shares 15,294 $2.51M 1.29% -195 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,109 shares; 2024Q3: 11,049 shares 11,049 $2.47M 1.27% -60 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 26,726 shares; 2023Q1: 26,423 shares; 2023Q2: 18,710 shares; 2023Q3: 17,708 shares; 2023Q4: 17,283 shares; 2024Q1: 16,384 shares; 2024Q2: 15,887 shares; 2024Q3: 15,632 shares 15,632 $2.37M 1.22% -255 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,534 shares; 2023Q3: 4,503 shares; 2023Q4: 4,456 shares; 2024Q1: 4,366 shares; 2024Q2: 4,380 shares; 2024Q3: 4,232 shares 4,232 $2.19M 1.13% -148 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; 2022Q4: 20,204 shares; 2023Q1: 20,291 shares; 2023Q2: 19,301 shares; 2023Q3: 19,266 shares; 2023Q4: 19,115 shares; 2024Q1: 18,626 shares; 2024Q2: 18,874 shares; 2024Q3: 22,544 shares 22,544 $2.17M 1.11% +3,670 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 6,446 shares; 2023Q1: 6,260 shares; 2023Q2: 6,086 shares; 2023Q3: 6,161 shares; 2023Q4: 6,111 shares; 2024Q1: 5,896 shares; 2024Q2: 6,091 shares; 2024Q3: 5,991 shares 5,991 $2.16M 1.11% -100 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; 2022Q4: 10,266 shares; 2023Q1: 9,861 shares; 2023Q2: 9,398 shares; 2023Q3: 9,363 shares; 2023Q4: 11,293 shares; 2024Q1: 11,178 shares; 2024Q2: 11,278 shares; 2024Q3: 11,253 shares 11,253 $2.1M 1.08% -25 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 125,675 shares; 2023Q1: 129,200 shares; 2023Q2: 125,940 shares; 2023Q3: 122,190 shares; 2023Q4: 120,390 shares; 2024Q1: 119,180 shares; 2024Q2: 119,700 shares; 2024Q3: 115,175 shares 115,175 $2.08M 1.07% -4,525 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 17,265 shares; 2023Q1: 17,212 shares; 2023Q2: 17,340 shares; 2023Q3: 18,310 shares; 2023Q4: 18,097 shares; 2024Q1: 18,260 shares; 2024Q2: 18,730 shares; 2024Q3: 17,935 shares 17,935 $2.04M 1.05% -795 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,751 shares; 2023Q1: 13,683 shares; 2023Q2: 13,691 shares; 2023Q3: 13,646 shares; 2023Q4: 14,129 shares; 2024Q1: 13,918 shares; 2024Q2: 13,547 shares; 2024Q3: 13,422 shares 13,422 $1.98M 1.02% -125 Timeline 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; 2022Q4: 5,046 shares; 2023Q1: 8,780 shares; 2023Q2: 8,680 shares; 2023Q3: 8,871 shares; 2023Q4: 9,002 shares; 2024Q1: 9,327 shares; 2024Q2: 9,386 shares; 2024Q3: 9,381 shares 9,381 $1.68M 0.86% -5 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16,227 shares; 2023Q1: 16,265 shares; 2023Q2: 16,175 shares; 2023Q3: 16,105 shares; 2023Q4: 15,556 shares; 2024Q1: 15,423 shares; 2024Q2: 15,498 shares; 2024Q3: 15,193 shares 15,193 $1.6M 0.82% -305 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; 2022Q4: 6,335 shares; 2023Q1: 6,320 shares; 2023Q2: 6,310 shares; 2023Q3: 6,290 shares; 2023Q4: 6,290 shares; 2024Q1: 6,190 shares; 2024Q2: 6,220 shares; 2024Q3: 6,220 shares 6,220 $1.51M 0.78% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9,783 shares; 2023Q4: 13,068 shares; 2024Q1: 14,628 shares; 2024Q2: 14,888 shares; 2024Q3: 14,823 shares 14,823 $1.45M 0.75% -65 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16,057 shares; 2023Q1: 16,062 shares; 2023Q2: 16,061 shares; 2023Q3: 16,061 shares; 2023Q4: 16,055 shares; 2024Q1: 15,930 shares; 2024Q2: 16,155 shares; 2024Q3: 16,155 shares 16,155 $1.43M 0.73% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,390 shares; 2023Q1: 10,016 shares; 2023Q2: 10,214 shares; 2023Q3: 10,040 shares; 2023Q4: 14,838 shares; 2024Q1: 15,383 shares; 2024Q2: 15,744 shares; 2024Q3: 17,296 shares 17,296 $1.36M 0.7% +1,552 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; 2022Q4: 130,860 shares; 2023Q1: 118,612 shares; 2023Q2: 111,695 shares; 2023Q3: 56,766 shares; 2023Q4: 55,266 shares; 2024Q1: 53,241 shares; 2024Q2: 49,441 shares; 2024Q3: 45,186 shares 45,186 $1.28M 0.66% -4,255 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 66,650 shares; 2023Q1: 69,705 shares; 2023Q2: 71,708 shares; 2023Q3: 83,648 shares; 2023Q4: 111,615 shares; 2024Q1: 71,585 shares; 2024Q2: 64,430 shares; 2024Q3: 58,540 shares 58,540 $1.24M 0.64% -5,890 EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,789 shares; 2023Q1: 13,005 shares; 2023Q2: 12,932 shares; 2023Q3: 12,932 shares; 2023Q4: 12,722 shares; 2024Q1: 12,722 shares; 2024Q2: 12,082 shares; 2024Q3: 11,967 shares 11,967 $1.12M 0.58% -115 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 18,367 shares; 2023Q1: 18,992 shares; 2023Q2: 18,992 shares; 2023Q3: 18,742 shares; 2023Q4: 18,642 shares; 2024Q1: 18,492 shares; 2024Q2: 15,492 shares; 2024Q3: 15,292 shares 15,292 $1.01M 0.52% -200 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,279 shares; 2023Q1: 14,599 shares; 2023Q2: 15,140 shares; 2023Q3: 13,750 shares; 2023Q4: 9,042 shares; 2024Q1: 9,042 shares; 2024Q2: 8,742 shares; 2024Q3: 8,652 shares 8,652 $946K 0.49% -90 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 58,632 shares; 2023Q1: 58,997 shares; 2023Q2: 58,067 shares; 2023Q3: 28,365 shares; 2023Q4: 19,975 shares; 2024Q1: 19,975 shares; 2024Q2: 19,975 shares; 2024Q3: 19,775 shares 19,775 $926K 0.48% -200 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,132 shares; 2023Q1: 14,860 shares; 2023Q2: 13,925 shares; 2023Q3: 13,895 shares; 2023Q4: 13,730 shares; 2024Q1: 13,495 shares; 2024Q2: 11,365 shares; 2024Q3: 11,365 shares 11,365 $887K 0.46% 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; 2022Q4: 4,738 shares; 2023Q1: 5,292 shares; 2023Q2: 4,410 shares; 2023Q3: 4,392 shares; 2023Q4: 4,155 shares; 2024Q1: 3,966 shares; 2024Q2: 3,923 shares; 2024Q3: 3,842 shares 3,842 $867K 0.45% -81 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,700 shares; 2024Q1: 3,400 shares; 2024Q2: 3,400 shares; 2024Q3: 3,400 shares 3,400 $845K 0.43% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,470 shares; 2023Q1: 2,170 shares; 2023Q2: 2,170 shares; 2023Q3: 2,170 shares; 2023Q4: 2,170 shares; 2024Q1: 2,170 shares; 2024Q2: 2,170 shares; 2024Q3: 2,170 shares 2,170 $815K 0.42% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,255 shares; 2023Q1: 9,255 shares; 2023Q2: 9,200 shares; 2023Q3: 8,950 shares; 2023Q4: 6,580 shares; 2024Q1: 6,380 shares; 2024Q2: 6,580 shares; 2024Q3: 6,580 shares 6,580 $715K 0.37% 0 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; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 5,767 shares; 2024Q1: 5,767 shares; 2024Q2: 5,767 shares; 2024Q3: 5,767 shares 5,767 $676K 0.35% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,919 shares; 2023Q1: 1,961 shares; 2023Q2: 1,945 shares; 2023Q3: 1,958 shares; 2023Q4: 1,920 shares; 2024Q1: 9,722 shares; 2024Q2: 9,676 shares; 2024Q3: 9,677 shares 9,677 $603K 0.31% +1 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 989 shares; 2024Q1: 989 shares; 2024Q2: 989 shares; 2024Q3: 989 shares 989 $579K 0.3% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,924 shares; 2023Q1: 5,038 shares; 2023Q2: 5,000 shares; 2023Q3: 5,024 shares; 2023Q4: 4,916 shares; 2024Q1: 4,937 shares; 2024Q2: 4,938 shares; 2024Q3: 4,869 shares 4,869 $569K 0.29% -69 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,888 shares; 2023Q3: 6,231 shares; 2023Q4: 6,172 shares; 2024Q1: 6,217 shares; 2024Q2: 6,220 shares; 2024Q3: 6,238 shares 6,238 $551K 0.28% +18 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,485 shares; 2024Q1: 2,485 shares; 2024Q2: 2,485 shares; 2024Q3: 2,485 shares 2,485 $549K 0.28% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 10,500 shares; 2023Q2: 10,500 shares; 2023Q3: 10,100 shares; 2023Q4: 10,100 shares; 2024Q1: 10,300 shares; 2024Q2: 11,100 shares; 2024Q3: 11,100 shares 11,100 $547K 0.28% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,590 shares; 2024Q1: 6,260 shares; 2024Q2: 6,590 shares; 2024Q3: 6,590 shares 6,590 $495K 0.25% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,720 shares; 2023Q1: 3,720 shares; 2023Q2: 3,520 shares; 2023Q3: 3,460 shares; 2023Q4: 3,460 shares; 2024Q1: 3,460 shares; 2024Q2: 3,360 shares; 2024Q3: 3,210 shares 3,210 $467K 0.24% -150 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,276 shares; 2023Q1: 3,256 shares; 2023Q2: 3,181 shares; 2023Q3: 3,141 shares; 2023Q4: 3,076 shares; 2024Q1: 2,946 shares; 2024Q2: 2,745 shares; 2024Q3: 2,715 shares 2,715 $450K 0.23% -30 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; 2022Q4: 770 shares; 2023Q1: 770 shares; 2023Q2: 770 shares; 2023Q3: 770 shares; 2023Q4: 770 shares; 2024Q1: 770 shares; 2024Q2: 770 shares; 2024Q3: 770 shares 770 $376K 0.19% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,566 shares; 2024Q1: 2,262 shares; 2024Q2: 2,262 shares; 2024Q3: 2,162 shares 2,162 $375K 0.19% -100 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; 2022Q4: 810 shares; 2023Q1: 810 shares; 2023Q2: 810 shares; 2023Q3: 810 shares; 2023Q4: 810 shares; 2024Q1: 810 shares; 2024Q2: 810 shares; 2024Q3: 810 shares 810 $373K 0.19% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,624 shares; 2023Q1: 1,624 shares; 2023Q2: 1,524 shares; 2023Q3: 1,308 shares; 2023Q4: 3,428 shares; 2024Q1: 3,428 shares; 2024Q2: 3,378 shares; 2024Q3: 2,287 shares 2,287 $371K 0.19% -1,091 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 961 shares; 2024Q1: 961 shares; 2024Q2: 961 shares; 2024Q3: 961 shares 961 $333K 0.17% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,420 shares; 2024Q1: 1,420 shares; 2024Q2: 1,420 shares; 2024Q3: 1,420 shares 1,420 $317K 0.16% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 527 shares; 2024Q1: 514 shares; 2024Q2: 514 shares; 2024Q3: 514 shares 514 $300K 0.15% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 38,965 shares; 2023Q1: 42,010 shares; 2023Q2: 36,820 shares; 2023Q3: 36,358 shares; 2023Q4: 14,114 shares; 2024Q1: 5,509 shares; 2024Q2: 5,409 shares; 2024Q3: 5,309 shares 5,309 $280K 0.14% -100 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; 2022Q4: 8,780 shares; 2023Q1: not reported; 2023Q2: 7,780 shares; 2023Q3: 7,780 shares; 2023Q4: 7,780 shares; 2024Q1: 7,780 shares; 2024Q2: 7,780 shares; 2024Q3: 7,780 shares 7,780 $267K 0.14% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 627 shares; 2024Q1: 527 shares; 2024Q2: 527 shares; 2024Q3: 527 shares 527 $261K 0.13% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,915 shares; 2023Q1: 1,915 shares; 2023Q2: 1,865 shares; 2023Q3: 1,834 shares; 2023Q4: 1,444 shares; 2024Q1: 1,184 shares; 2024Q2: 1,184 shares; 2024Q3: 1,109 shares 1,109 $260K 0.13% -75 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,576 shares; 2024Q1: 1,576 shares; 2024Q2: not reported; 2024Q3: 1,576 shares 1,576 $241K 0.12% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,902 shares; 2024Q1: 6,902 shares; 2024Q2: 6,902 shares; 2024Q3: 6,902 shares 6,902 $238K 0.12% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 140 shares; 2023Q4: 140 shares; 2024Q1: 130 shares; 2024Q2: 130 shares; 2024Q3: 130 shares 130 $221K 0.11% 0 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,356 shares; 2024Q2: not reported; 2024Q3: 1,193 shares 1,193 $184K 0.09% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,650 shares 6,650 $182K 0.09% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,230 shares 2,230 $180K 0.09% new 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; 2022Q4: 2,844 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,844 shares; 2024Q2: not reported; 2024Q3: 2,700 shares 2,700 $175K 0.09% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,500 shares 1,500 $161K 0.08% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,262 shares 2,262 $154K 0.08% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 561 shares 561 $153K 0.08% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 780 shares 780 $152K 0.08% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 740 shares 740 $149K 0.08% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,705 shares 1,705 $142K 0.07% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 959 shares 959 $136K 0.07% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 725 shares 725 $126K 0.06% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,108 shares 3,108 $123K 0.06% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,356 shares 1,356 $122K 0.06% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,624 shares 1,624 $121K 0.06% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 725 shares 725 $118K 0.06% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 400 shares 400 $111K 0.06% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,928 shares 1,928 $107K 0.06% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,750 shares 2,750 $103K 0.05% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,765 shares 5,765 $101K 0.05% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 48 shares 48 $98.5K 0.05% 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,778 shares 1,778 $94.6K 0.05% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 350 shares 350 $83K 0.04% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 272 shares 272 $82.8K 0.04% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,500 shares 1,500 $78.1K 0.04% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,850 shares 1,850 $76.8K 0.04% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 400 shares 400 $75.9K 0.04% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,825 shares 1,825 $75K 0.04% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 650 shares 650 $74.9K 0.04% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 604 shares 604 $66.1K 0.03% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 738 shares 738 $65.8K 0.03% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares 300 $59.1K 0.03% new Timeline FDM 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 910 shares 910 $58.3K 0.03% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,095 shares 1,095 $56.4K 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 400 shares 400 $54.7K 0.03% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,300 shares 1,300 $54.5K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares 1,000 $51K 0.03% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 850 shares 850 $49.8K 0.03% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 500 shares 500 $38.3K 0.02% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,679 shares 1,679 $36.9K 0.02% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares 300 $36.9K 0.02% 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; 2022Q4: 15,894 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 800 shares 800 $35.9K 0.02% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 700 shares 700 $35.7K 0.02% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 360 shares 360 $34.5K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares 100 $32.2K 0.02% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 385 shares 385 $32K 0.02% new Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,452 shares 2,452 $31.9K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 400 shares 400 $29.5K 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 150 shares 150 $28.8K 0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 250 shares 250 $25.4K 0.01% new Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares 100 $22.5K 0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 224 shares 224 $21.8K 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 400 shares 400 $20.7K 0.01% new Timeline VSS 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 150 shares 150 $18.9K 0.01% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,000 shares 1,000 $18.8K 0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares 100 $17.7K 0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares 300 $17.3K 0.01% new Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares 200 $16.6K 0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares 200 $16.2K 0.01% new Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 235 shares 235 $14.7K 0.01% 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares 100 $12.1K 0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares 100 $11.3K 0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares 100 $8.81K <0.01% new Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares 100 $4.93K <0.01% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,700 shares; 2023Q1: 7,990 shares; 2023Q2: 7,959 shares; 2023Q3: 8,028 shares; 2023Q4: 7,942 shares; 2024Q1: 7,961 shares; 2024Q2: 7,567 shares; 2024Q3: 60 shares 60 $4.29K <0.01% -7,507 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 35 shares 35 $2.71K <0.01% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10 shares 10 $2.62K <0.01% new Timeline TAN 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50 shares 50 $2.16K <0.01% new 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; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares 100 $1.85K <0.01% new Timeline