FNDX 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: 2,073,044 shares; 2024Q4: 5,913,070 shares; 2025Q1: 5,842,415 shares; 2025Q2: 5,841,416 shares; 2025Q3: 5,833,622 shares; 2025Q4: 4,093,713 shares; 2026Q1: 3,974,516 shares; 2026Q2: 3,442,130 shares 3,442,130 $107M 19.27% -532,386 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: 25,609 shares; 2024Q4: 24,459 shares; 2025Q1: 24,656 shares; 2025Q2: 24,036 shares; 2025Q3: 23,278 shares; 2025Q4: 21,743 shares; 2026Q1: 22,877 shares; 2026Q2: 32,477 shares 32,477 $24.3M 4.38% +9,600 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423,282 shares; 2024Q4: 409,656 shares; 2025Q1: 371,009 shares; 2025Q2: 366,195 shares; 2025Q3: 363,243 shares; 2025Q4: 230,635 shares; 2026Q1: 198,680 shares; 2026Q2: 213,127 shares 213,127 $16.8M 3.03% +14,447 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,862 shares; 2025Q3: 65,783 shares; 2025Q4: 53,647 shares; 2026Q1: 47,796 shares; 2026Q2: 37,818 shares 37,818 $16.4M 2.95% -9,978 Timeline VCIT 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: 16,281 shares; 2025Q2: 77,338 shares; 2025Q3: 156,428 shares; 2025Q4: 224,943 shares; 2026Q1: 181,935 shares; 2026Q2: 197,587 shares 197,587 $16.3M 2.94% +15,652 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: 69,037 shares; 2024Q4: 63,875 shares; 2025Q1: 63,274 shares; 2025Q2: 60,612 shares; 2025Q3: 60,269 shares; 2025Q4: 55,108 shares; 2026Q1: 53,413 shares; 2026Q2: 52,554 shares 52,554 $15.2M 2.74% -859 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,783 shares; 2024Q4: 32,602 shares; 2025Q1: 32,799 shares; 2025Q2: 32,685 shares; 2025Q3: 33,451 shares; 2025Q4: 27,747 shares; 2026Q1: 25,005 shares; 2026Q2: 19,048 shares 19,048 $13.8M 2.48% -5,957 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: 38,669 shares; 2024Q4: 35,347 shares; 2025Q1: 34,976 shares; 2025Q2: 33,771 shares; 2025Q3: 32,818 shares; 2025Q4: 28,840 shares; 2026Q1: 29,463 shares; 2026Q2: 30,570 shares 30,570 $11.4M 2.05% +1,107 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: 132,993 shares; 2024Q4: 115,745 shares; 2025Q1: 112,061 shares; 2025Q2: 109,244 shares; 2025Q3: 105,737 shares; 2025Q4: 92,815 shares; 2026Q1: 89,921 shares; 2026Q2: 78,857 shares 78,857 $9.26M 1.67% -11,064 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: 37,459 shares; 2024Q4: 32,424 shares; 2025Q1: 30,664 shares; 2025Q2: 30,495 shares; 2025Q3: 28,657 shares; 2025Q4: 22,121 shares; 2026Q1: 20,617 shares; 2026Q2: 18,233 shares 18,233 $8.71M 1.57% -2,384 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: 35,877 shares; 2024Q4: 32,218 shares; 2025Q1: 30,742 shares; 2025Q2: 30,131 shares; 2025Q3: 28,748 shares; 2025Q4: 25,124 shares; 2026Q1: 24,962 shares; 2026Q2: 25,331 shares 25,331 $8.29M 1.49% +369 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: 36,875 shares; 2024Q4: 32,650 shares; 2025Q1: 31,868 shares; 2025Q2: 32,406 shares; 2025Q3: 30,160 shares; 2025Q4: 24,898 shares; 2026Q1: 23,761 shares; 2026Q2: 22,497 shares 22,497 $8.04M 1.45% -1,264 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: 111,526 shares; 2024Q4: 96,123 shares; 2025Q1: 90,923 shares; 2025Q2: 84,830 shares; 2025Q3: 83,763 shares; 2025Q4: 75,637 shares; 2026Q1: 69,162 shares; 2026Q2: 69,732 shares 69,732 $7.9M 1.42% +570 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,456 shares; 2024Q4: 62,629 shares; 2025Q1: 63,457 shares; 2025Q2: 64,489 shares; 2025Q3: 65,515 shares; 2025Q4: 58,888 shares; 2026Q1: 57,232 shares; 2026Q2: 56,438 shares 56,438 $7.72M 1.39% -794 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: 7,833 shares; 2024Q4: 8,128 shares; 2025Q1: 8,293 shares; 2025Q2: 8,230 shares; 2025Q3: 8,230 shares; 2025Q4: 8,000 shares; 2026Q1: 6,542 shares; 2026Q2: 6,532 shares 6,532 $7.54M 1.36% -10 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,557 shares; 2024Q4: 16,435 shares; 2025Q1: 15,667 shares; 2025Q2: 15,557 shares; 2025Q3: 14,963 shares; 2025Q4: 12,522 shares; 2026Q1: 11,800 shares; 2026Q2: 10,477 shares 10,477 $7.47M 1.35% -1,323 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,493 shares; 2024Q4: 56,719 shares; 2025Q1: 55,556 shares; 2025Q2: 54,810 shares; 2025Q3: 51,381 shares; 2025Q4: 42,835 shares; 2026Q1: 41,708 shares; 2026Q2: 39,021 shares 39,021 $6.9M 1.24% -2,687 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: 57,328 shares; 2024Q4: 56,600 shares; 2025Q1: 59,197 shares; 2025Q2: 61,811 shares; 2025Q3: 65,895 shares; 2025Q4: 58,477 shares; 2026Q1: 55,622 shares; 2026Q2: 53,406 shares 53,406 $6.86M 1.24% -2,216 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: 100,265 shares; 2024Q4: 93,146 shares; 2025Q1: 92,942 shares; 2025Q2: 93,039 shares; 2025Q3: 93,992 shares; 2025Q4: 84,548 shares; 2026Q1: 83,526 shares; 2026Q2: 83,279 shares 83,279 $6.77M 1.22% -247 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,434 shares; 2024Q4: 61,514 shares; 2025Q1: 64,396 shares; 2025Q2: 67,612 shares; 2025Q3: 66,564 shares; 2025Q4: 55,441 shares; 2026Q1: 54,298 shares; 2026Q2: 54,307 shares 54,307 $6.16M 1.11% +9 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: 34,722 shares; 2024Q4: 30,331 shares; 2025Q1: 29,472 shares; 2025Q2: 28,679 shares; 2025Q3: 28,647 shares; 2025Q4: 27,614 shares; 2026Q1: 25,259 shares; 2026Q2: 25,404 shares 25,404 $6.04M 1.09% +145 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,953 shares; 2024Q4: 31,477 shares; 2025Q1: 32,954 shares; 2025Q2: 34,170 shares; 2025Q3: 32,592 shares; 2025Q4: 27,432 shares; 2026Q1: 26,415 shares; 2026Q2: 23,084 shares 23,084 $6.01M 1.08% -3,331 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,024 shares; 2024Q4: 12,488 shares; 2025Q1: 12,825 shares; 2025Q2: 12,613 shares; 2025Q3: 13,458 shares; 2025Q4: 11,892 shares; 2026Q1: 11,319 shares; 2026Q2: 11,473 shares 11,473 $5.85M 1.05% +154 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,678 shares; 2024Q4: 17,719 shares; 2025Q1: 17,725 shares; 2025Q2: 17,425 shares; 2025Q3: 18,188 shares; 2025Q4: 15,955 shares; 2026Q1: 16,076 shares; 2026Q2: 16,397 shares 16,397 $5.59M 1.01% +321 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,080 shares; 2024Q4: 37,211 shares; 2025Q1: 36,012 shares; 2025Q2: 34,592 shares; 2025Q3: 35,003 shares; 2025Q4: 30,988 shares; 2026Q1: 32,453 shares; 2026Q2: 41,674 shares 41,674 $5.48M 0.99% +9,221 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: 17,608 shares; 2024Q4: 17,163 shares; 2025Q1: 17,263 shares; 2025Q2: 16,713 shares; 2025Q3: 16,495 shares; 2025Q4: 16,071 shares; 2026Q1: 15,720 shares; 2026Q2: 15,497 shares 15,497 $5.48M 0.99% -223 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: 38,930 shares; 2024Q4: 35,640 shares; 2025Q1: 35,729 shares; 2025Q2: 37,147 shares; 2025Q3: 37,930 shares; 2025Q4: 33,716 shares; 2026Q1: 32,633 shares; 2026Q2: 33,000 shares 33,000 $5.47M 0.98% +367 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,099 shares; 2024Q4: 29,253 shares; 2025Q1: 35,076 shares; 2025Q2: 35,323 shares; 2025Q3: 33,764 shares; 2025Q4: 28,382 shares; 2026Q1: 27,845 shares; 2026Q2: 25,735 shares 25,735 $5.38M 0.97% -2,110 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,125 shares; 2024Q4: 11,721 shares; 2025Q1: 11,419 shares; 2025Q2: 11,203 shares; 2025Q3: 12,138 shares; 2025Q4: 10,636 shares; 2026Q1: 10,418 shares; 2026Q2: 10,706 shares 10,706 $5.32M 0.96% +288 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,753 shares; 2024Q4: 164,459 shares; 2025Q1: 164,459 shares; 2025Q2: 160,941 shares; 2025Q3: 112,492 shares; 2025Q4: 109,992 shares; 2026Q1: 108,413 shares; 2026Q2: 108,915 shares 108,915 $5.21M 0.94% +502 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,791 shares; 2024Q4: 14,898 shares; 2025Q1: 15,313 shares; 2025Q2: 15,368 shares; 2025Q3: 16,455 shares; 2025Q4: 15,125 shares; 2026Q1: 15,366 shares; 2026Q2: 15,543 shares 15,543 $4.95M 0.89% +177 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,384 shares; 2024Q4: 39,710 shares; 2025Q1: 42,469 shares; 2025Q2: 43,367 shares; 2025Q3: 48,158 shares; 2025Q4: 45,291 shares; 2026Q1: 45,429 shares; 2026Q2: 40,581 shares 40,581 $4.9M 0.88% -4,848 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,238 shares; 2024Q4: 56,301 shares; 2025Q1: 67,745 shares; 2025Q2: 68,923 shares; 2025Q3: 71,042 shares; 2025Q4: 60,609 shares; 2026Q1: 55,974 shares; 2026Q2: 50,575 shares 50,575 $4.8M 0.86% -5,399 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,791 shares; 2024Q4: 1,559 shares; 2025Q1: 1,503 shares; 2025Q2: 1,462 shares; 2025Q3: 1,368 shares; 2025Q4: 1,169 shares; 2026Q1: 1,205 shares; 2026Q2: 1,442 shares 1,442 $4.61M 0.83% +237 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,829 shares; 2026Q1: 25,233 shares; 2026Q2: 14,816 shares 14,816 $4.45M 0.8% -10,417 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: 7,338 shares; 2024Q4: 6,389 shares; 2025Q1: 6,417 shares; 2025Q2: 14,655 shares; 2025Q3: 27,133 shares; 2025Q4: 27,997 shares; 2026Q1: 28,762 shares; 2026Q2: 32,083 shares 32,083 $4.34M 0.78% +3,321 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,275 shares; 2025Q3: 53,152 shares; 2025Q4: 53,955 shares; 2026Q1: 54,730 shares; 2026Q2: 49,702 shares 49,702 $4.33M 0.78% -5,028 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,185 shares 19,185 $4.24M 0.76% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,215 shares; 2024Q4: 20,196 shares; 2025Q1: 20,180 shares; 2025Q2: 20,305 shares; 2025Q3: 20,155 shares; 2025Q4: 21,035 shares; 2026Q1: 21,090 shares; 2026Q2: 20,956 shares 20,956 $4.19M 0.75% -134 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,387 shares; 2025Q3: 146,370 shares; 2025Q4: 141,378 shares; 2026Q1: 136,518 shares; 2026Q2: 122,781 shares 122,781 $4.17M 0.75% -13,737 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,814 shares; 2024Q4: 65,941 shares; 2025Q1: 79,897 shares; 2025Q2: 81,525 shares; 2025Q3: 87,916 shares; 2025Q4: 77,934 shares; 2026Q1: 81,262 shares; 2026Q2: 94,207 shares 94,207 $4.02M 0.72% +12,945 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: 6,711 shares; 2024Q4: 6,451 shares; 2025Q1: 6,334 shares; 2025Q2: 6,058 shares; 2025Q3: 5,812 shares; 2025Q4: 6,137 shares; 2026Q1: 5,985 shares; 2026Q2: 5,079 shares 5,079 $3.79M 0.68% -906 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY 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: 9,695 shares; 2026Q2: 15,835 shares 15,835 $3.78M 0.68% +6,140 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,285 shares; 2024Q4: 275,198 shares; 2025Q1: 260,452 shares; 2025Q2: 236,974 shares; 2025Q3: 237,415 shares; 2025Q4: 237,810 shares; 2026Q1: 239,690 shares; 2026Q2: 237,237 shares 237,237 $3.6M 0.65% -2,453 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 9,553 shares; 2025Q4: 10,381 shares; 2026Q1: 12,142 shares; 2026Q2: 17,399 shares 17,399 $3.57M 0.64% +5,257 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: 20,682 shares; 2024Q4: 20,485 shares; 2025Q1: 20,126 shares; 2025Q2: 19,809 shares; 2025Q3: 19,229 shares; 2025Q4: 19,015 shares; 2026Q1: 20,513 shares; 2026Q2: 20,513 shares 20,513 $3.37M 0.61% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 18,417 shares; 2026Q2: 46,808 shares 46,808 $3.36M 0.61% +28,391 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 7,872 shares; 2026Q1: 15,449 shares; 2026Q2: 28,972 shares 28,972 $3.31M 0.6% +13,523 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,755 shares; 2026Q2: 34,573 shares 34,573 $3.3M 0.59% +24,818 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,785 shares; 2024Q4: 1,757 shares; 2025Q1: 1,757 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,086 shares; 2026Q1: 1,037 shares; 2026Q2: 10,370 shares 10,370 $3.13M 0.56% +9,333 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,477 shares; 2024Q4: 40,087 shares; 2025Q1: 40,087 shares; 2025Q2: 37,974 shares; 2025Q3: 37,974 shares; 2025Q4: 37,974 shares; 2026Q1: 37,974 shares; 2026Q2: 35,132 shares 35,132 $3.11M 0.56% -2,842 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: 4,886 shares; 2024Q4: 3,862 shares; 2025Q1: 3,787 shares; 2025Q2: 3,676 shares; 2025Q3: 3,676 shares; 2025Q4: 2,616 shares; 2026Q1: 2,551 shares; 2026Q2: 2,573 shares 2,573 $3.09M 0.56% +22 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,439 shares; 2024Q4: 25,439 shares; 2025Q1: 25,359 shares; 2025Q2: 25,249 shares; 2025Q3: 24,454 shares; 2025Q4: 24,224 shares; 2026Q1: 23,088 shares; 2026Q2: 22,381 shares 22,381 $3.08M 0.55% -707 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,280 shares; 2024Q4: 59,280 shares; 2025Q1: 58,231 shares; 2025Q2: 58,074 shares; 2025Q3: 57,564 shares; 2025Q4: 57,346 shares; 2026Q1: 56,871 shares; 2026Q2: 56,813 shares 56,813 $3.07M 0.55% -58 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: 21,097 shares; 2024Q4: 17,838 shares; 2025Q1: 17,621 shares; 2025Q2: 17,863 shares; 2025Q3: 18,009 shares; 2025Q4: 15,867 shares; 2026Q1: 13,092 shares; 2026Q2: 8,568 shares 8,568 $3.02M 0.54% -4,524 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: 1,328 shares 1,328 $2.64M 0.48% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,729 shares; 2024Q4: 5,279 shares; 2025Q1: 5,279 shares; 2025Q2: 5,179 shares; 2025Q3: 5,179 shares; 2025Q4: 5,255 shares; 2026Q1: 5,255 shares; 2026Q2: 5,257 shares 5,257 $2.63M 0.47% +2 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: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: not reported; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares; 2026Q2: 19,719 shares 19,719 $2.49M 0.45% +17,799 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: 11,598 shares; 2024Q4: 11,434 shares; 2025Q1: 11,530 shares; 2025Q2: 11,201 shares; 2025Q3: 10,890 shares; 2025Q4: 9,592 shares; 2026Q1: 9,531 shares; 2026Q2: 9,353 shares 9,353 $2.38M 0.43% -178 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: 7,999 shares; 2024Q4: 7,873 shares; 2025Q1: 7,441 shares; 2025Q2: 7,220 shares; 2025Q3: 7,141 shares; 2025Q4: 5,970 shares; 2026Q1: 5,926 shares; 2026Q2: 5,928 shares 5,928 $2.03M 0.37% +2 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,053 shares; 2025Q4: 64,053 shares; 2026Q1: 64,053 shares; 2026Q2: 64,053 shares 64,053 $1.89M 0.34% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,123 shares; 2024Q4: 3,023 shares; 2025Q1: 2,966 shares; 2025Q2: 3,255 shares; 2025Q3: 2,956 shares; 2025Q4: 2,916 shares; 2026Q1: 2,870 shares; 2026Q2: 2,635 shares 2,635 $1.85M 0.33% -235 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: 45,335 shares; 2024Q4: 41,198 shares; 2025Q1: 41,215 shares; 2025Q2: 41,535 shares; 2025Q3: 42,973 shares; 2025Q4: 39,829 shares; 2026Q1: 22,673 shares; 2026Q2: 12,506 shares 12,506 $1.83M 0.33% -10,167 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,201 shares; 2024Q4: 38,291 shares; 2025Q1: 92,844 shares; 2025Q2: 93,928 shares; 2025Q3: 92,035 shares; 2025Q4: 90,831 shares; 2026Q1: 87,383 shares; 2026Q2: 77,664 shares 77,664 $1.78M 0.32% -9,719 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: 3,631 shares; 2024Q4: 3,525 shares; 2025Q1: 3,494 shares; 2025Q2: 3,413 shares; 2025Q3: 3,697 shares; 2025Q4: 3,604 shares; 2026Q1: 3,514 shares; 2026Q2: 20,481 shares 20,481 $1.76M 0.32% +16,967 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: 6,032 shares; 2024Q4: 6,012 shares; 2025Q1: 5,390 shares; 2025Q2: 5,105 shares; 2025Q3: 4,427 shares; 2025Q4: 4,409 shares; 2026Q1: 4,279 shares; 2026Q2: 4,472 shares 4,472 $1.69M 0.3% +193 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,371 shares; 2024Q4: 9,251 shares; 2025Q1: 9,206 shares; 2025Q2: 9,273 shares; 2025Q3: 9,273 shares; 2025Q4: 7,873 shares; 2026Q1: 7,858 shares; 2026Q2: 7,626 shares 7,626 $1.68M 0.3% -232 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,050 shares; 2024Q4: 18,940 shares; 2025Q1: 18,788 shares; 2025Q2: 18,612 shares; 2025Q3: 18,208 shares; 2025Q4: 20,692 shares; 2026Q1: 20,100 shares; 2026Q2: 16,895 shares 16,895 $1.63M 0.29% -3,205 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: 6,499 shares; 2024Q4: 5,727 shares; 2025Q1: 5,745 shares; 2025Q2: 5,885 shares; 2025Q3: 5,842 shares; 2025Q4: 5,802 shares; 2026Q1: 5,759 shares; 2026Q2: 5,569 shares 5,569 $1.57M 0.28% -190 Timeline SPSM 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: 34,579 shares; 2024Q4: 33,419 shares; 2025Q1: 32,581 shares; 2025Q2: 30,503 shares; 2025Q3: 29,388 shares; 2025Q4: 29,338 shares; 2026Q1: 29,333 shares; 2026Q2: 27,084 shares 27,084 $1.56M 0.28% -2,249 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL 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: 46,916 shares; 2025Q3: 55,285 shares; 2025Q4: 55,856 shares; 2026Q1: 69,238 shares; 2026Q2: 35,839 shares 35,839 $1.55M 0.28% -33,399 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,778 shares; 2024Q4: 19,263 shares; 2025Q1: 20,678 shares; 2025Q2: 20,409 shares; 2025Q3: 20,440 shares; 2025Q4: 18,205 shares; 2026Q1: 17,747 shares; 2026Q2: 8,647 shares 8,647 $1.46M 0.26% -9,100 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $1.4M 0.25% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,529 shares; 2024Q4: 5,529 shares; 2025Q1: 5,504 shares; 2025Q2: 5,620 shares; 2025Q3: 5,504 shares; 2025Q4: 5,852 shares; 2026Q1: 5,755 shares; 2026Q2: 5,782 shares 5,782 $1.38M 0.25% +27 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: 6,076 shares; 2024Q4: 5,943 shares; 2025Q1: 5,943 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares; 2025Q4: 5,455 shares; 2026Q1: 5,425 shares; 2026Q2: 5,470 shares 5,470 $1.38M 0.25% +45 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,647 shares; 2024Q4: 9,758 shares; 2025Q1: 9,407 shares; 2025Q2: 9,864 shares; 2025Q3: 9,834 shares; 2025Q4: 9,554 shares; 2026Q1: 9,366 shares; 2026Q2: 9,114 shares 9,114 $1.3M 0.23% -252 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: 5,493 shares; 2024Q4: 5,493 shares; 2025Q1: 5,493 shares; 2025Q2: 5,493 shares; 2025Q3: 5,493 shares; 2025Q4: 5,493 shares; 2026Q1: 5,493 shares; 2026Q2: 5,493 shares 5,493 $1.3M 0.23% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,771 shares; 2024Q4: 17,581 shares; 2025Q1: 17,416 shares; 2025Q2: 16,873 shares; 2025Q3: 16,289 shares; 2025Q4: 16,237 shares; 2026Q1: 16,335 shares; 2026Q2: 15,461 shares 15,461 $1.28M 0.23% -874 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,754 shares; 2024Q4: 26,956 shares; 2025Q1: 61,250 shares; 2025Q2: 62,756 shares; 2025Q3: 62,006 shares; 2025Q4: 60,967 shares; 2026Q1: 59,223 shares; 2026Q2: 52,744 shares 52,744 $1.28M 0.23% -6,479 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: 4,670 shares; 2024Q4: 4,648 shares; 2025Q1: 4,609 shares; 2025Q2: 4,524 shares; 2025Q3: 4,521 shares; 2025Q4: 2,971 shares; 2026Q1: 2,981 shares; 2026Q2: 2,961 shares 2,961 $1.26M 0.23% -20 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,630 shares; 2024Q4: 16,821 shares; 2025Q1: 16,617 shares; 2025Q2: 16,396 shares; 2025Q3: 15,792 shares; 2025Q4: 14,917 shares; 2026Q1: 14,682 shares; 2026Q2: 14,827 shares 14,827 $1.24M 0.22% +145 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: 1,310 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,210 shares; 2026Q1: 1,180 shares; 2026Q2: 1,150 shares 1,150 $1.22M 0.22% -30 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: 28,533 shares; 2025Q3: 28,533 shares; 2025Q4: 28,533 shares; 2026Q1: 28,533 shares; 2026Q2: 28,533 shares 28,533 $1.21M 0.22% 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: 6,932 shares; 2024Q4: 6,860 shares; 2025Q1: 6,844 shares; 2025Q2: 6,571 shares; 2025Q3: 6,556 shares; 2025Q4: 5,646 shares; 2026Q1: 5,441 shares; 2026Q2: 5,415 shares 5,415 $1.21M 0.22% -26 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: 1,899 shares; 2024Q4: 2,430 shares; 2025Q1: 2,430 shares; 2025Q2: 2,430 shares; 2025Q3: 2,474 shares; 2025Q4: 1,943 shares; 2026Q1: 1,993 shares; 2026Q2: 2,022 shares 2,022 $1.17M 0.21% +29 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,490 shares; 2024Q4: 48,110 shares; 2025Q1: 44,732 shares; 2025Q2: 41,768 shares; 2025Q3: 40,207 shares; 2025Q4: 39,735 shares; 2026Q1: 38,049 shares; 2026Q2: 35,435 shares 35,435 $1.08M 0.19% -2,614 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,174 shares; 2025Q3: 15,756 shares; 2025Q4: 15,746 shares; 2026Q1: 15,635 shares; 2026Q2: 15,158 shares 15,158 $1.08M 0.19% -477 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,737 shares; 2024Q4: 4,737 shares; 2025Q1: 4,742 shares; 2025Q2: 4,737 shares; 2025Q3: 4,753 shares; 2025Q4: 4,753 shares; 2026Q1: 4,753 shares; 2026Q2: 4,753 shares 4,753 $1.04M 0.19% 0 Timeline AGG 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: 108,021 shares; 2026Q1: 11,234 shares; 2026Q2: 10,151 shares 10,151 $1M 0.18% -1,083 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,622 shares; 2024Q4: 7,587 shares; 2025Q1: 7,578 shares; 2025Q2: 7,526 shares; 2025Q3: 7,295 shares; 2025Q4: 7,199 shares; 2026Q1: 7,184 shares; 2026Q2: 35,735 shares 35,735 $979K 0.18% +28,551 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,997 shares; 2024Q4: 9,038 shares; 2025Q1: 8,915 shares; 2025Q2: 6,056 shares; 2025Q3: 5,795 shares; 2025Q4: 5,795 shares; 2026Q1: 5,541 shares; 2026Q2: 5,405 shares 5,405 $978K 0.18% -136 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: 6,044 shares; 2024Q4: 6,019 shares; 2025Q1: 5,992 shares; 2025Q2: 4,728 shares; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares; 2026Q1: 3,940 shares; 2026Q2: 3,940 shares 3,940 $970K 0.17% 0 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: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,483 shares; 2025Q4: 2,330 shares; 2026Q1: 2,480 shares; 2026Q2: 2,471 shares 2,471 $914K 0.16% -9 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,939 shares; 2024Q4: 2,869 shares; 2025Q1: 2,869 shares; 2025Q2: 3,269 shares; 2025Q3: 3,269 shares; 2025Q4: 2,869 shares; 2026Q1: 2,869 shares; 2026Q2: 2,863 shares 2,863 $853K 0.15% -6 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: 827 shares; 2024Q4: 775 shares; 2025Q1: 788 shares; 2025Q2: 884 shares; 2025Q3: 892 shares; 2025Q4: 835 shares; 2026Q1: 829 shares; 2026Q2: 805 shares 805 $814K 0.15% -24 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,355 shares; 2025Q1: 37,102 shares; 2025Q2: 39,291 shares; 2025Q3: 42,304 shares; 2025Q4: 42,304 shares; 2026Q1: 41,989 shares; 2026Q2: 36,383 shares 36,383 $813K 0.15% -5,606 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,496 shares; 2024Q4: 6,307 shares; 2025Q1: 6,282 shares; 2025Q2: 6,157 shares; 2025Q3: 6,157 shares; 2025Q4: 6,157 shares; 2026Q1: 6,132 shares; 2026Q2: 6,032 shares 6,032 $764K 0.14% -100 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,034 shares; 2024Q4: 1,969 shares; 2025Q1: 1,969 shares; 2025Q2: 1,969 shares; 2025Q3: 1,969 shares; 2025Q4: 1,844 shares; 2026Q1: 1,828 shares; 2026Q2: 1,828 shares 1,828 $713K 0.13% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 2,210 shares; 2025Q1: 2,210 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares; 2026Q2: 1,783 shares 1,783 $708K 0.13% +99 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 3,771 shares; 2025Q1: 3,771 shares; 2025Q2: 3,696 shares; 2025Q3: 3,656 shares; 2025Q4: 3,596 shares; 2026Q1: 1,696 shares; 2026Q2: 1,675 shares 1,675 $705K 0.13% -21 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,669 shares; 2024Q4: 2,582 shares; 2025Q1: 2,509 shares; 2025Q2: 2,482 shares; 2025Q3: 2,346 shares; 2025Q4: 2,190 shares; 2026Q1: 2,017 shares; 2026Q2: 1,909 shares 1,909 $698K 0.13% -108 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 4,780 shares; 2025Q2: 4,780 shares; 2025Q3: 4,780 shares; 2025Q4: 4,780 shares; 2026Q1: 4,780 shares; 2026Q2: 4,780 shares 4,780 $691K 0.12% 0 Timeline IBDS 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: 25,024 shares; 2025Q2: 26,686 shares; 2025Q3: 31,906 shares; 2025Q4: 31,823 shares; 2026Q1: 31,613 shares; 2026Q2: 27,975 shares 27,975 $678K 0.12% -3,638 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $660K 0.12% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,796 shares; 2026Q1: 4,289 shares; 2026Q2: 4,449 shares 4,449 $660K 0.12% +160 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,290 shares; 2024Q4: 31,598 shares; 2025Q1: 33,533 shares; 2025Q2: 35,938 shares; 2025Q3: 43,242 shares; 2025Q4: 40,430 shares; 2026Q1: 21,553 shares; 2026Q2: 5,841 shares 5,841 $628K 0.11% -15,712 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,770 shares; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,370 shares; 2025Q3: 2,370 shares; 2025Q4: 2,414 shares; 2026Q1: 2,414 shares; 2026Q2: 2,370 shares 2,370 $606K 0.11% -44 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: 4,792 shares; 2024Q4: 4,677 shares; 2025Q1: 5,077 shares; 2025Q2: 5,077 shares; 2025Q3: 5,077 shares; 2025Q4: 4,812 shares; 2026Q1: 4,812 shares; 2026Q2: 4,310 shares 4,310 $590K 0.11% -502 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,562 shares; 2024Q4: 26,754 shares; 2025Q1: 26,643 shares; 2025Q2: 27,925 shares; 2025Q3: 28,635 shares; 2025Q4: 25,446 shares; 2026Q1: 25,446 shares; 2026Q2: 24,413 shares 24,413 $588K 0.11% -1,033 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,826 shares; 2024Q4: 7,615 shares; 2025Q1: 7,355 shares; 2025Q2: 7,350 shares; 2025Q3: 6,936 shares; 2025Q4: 6,936 shares; 2026Q1: 6,860 shares; 2026Q2: 6,809 shares 6,809 $576K 0.1% -51 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 2,263 shares; 2025Q4: 2,263 shares; 2026Q1: 2,263 shares; 2026Q2: 2,263 shares 2,263 $543K 0.1% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,373 shares; 2024Q4: 15,623 shares; 2025Q1: 15,636 shares; 2025Q2: 15,636 shares; 2025Q3: 14,993 shares; 2025Q4: 14,993 shares; 2026Q1: 14,993 shares; 2026Q2: 14,893 shares 14,893 $541K 0.1% -100 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: 7,225 shares; 2024Q4: 7,175 shares; 2025Q1: 7,075 shares; 2025Q2: 6,577 shares; 2025Q3: 6,577 shares; 2025Q4: 6,077 shares; 2026Q1: 5,877 shares; 2026Q2: 5,877 shares 5,877 $533K 0.1% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,994 shares; 2024Q4: 5,690 shares; 2025Q1: 5,690 shares; 2025Q2: 5,383 shares; 2025Q3: 5,175 shares; 2025Q4: 10,350 shares; 2026Q1: 9,910 shares; 2026Q2: 9,910 shares 9,910 $526K 0.09% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,814 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,749 shares 1,749 $521K 0.09% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,483 shares; 2024Q4: 4,499 shares; 2025Q1: 4,518 shares; 2025Q2: 4,538 shares; 2025Q3: 4,398 shares; 2025Q4: 4,398 shares; 2026Q1: 4,398 shares; 2026Q2: 4,398 shares 4,398 $516K 0.09% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,219 shares; 2024Q4: 3,179 shares; 2025Q1: 3,015 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $502K 0.09% 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: 1,804 shares; 2024Q4: 1,453 shares; 2025Q1: 1,432 shares; 2025Q2: 937 shares; 2025Q3: 885 shares; 2025Q4: 927 shares; 2026Q1: 927 shares; 2026Q2: 885 shares 885 $499K 0.09% -42 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: 3,323 shares; 2024Q4: 3,248 shares; 2025Q1: 3,141 shares; 2025Q2: 3,143 shares; 2025Q3: 3,049 shares; 2025Q4: 2,642 shares; 2026Q1: 2,606 shares; 2026Q2: 2,598 shares 2,598 $495K 0.09% -8 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: 3,145 shares; 2024Q4: 2,372 shares; 2025Q1: 2,372 shares; 2025Q2: 2,022 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares; 2026Q1: 1,877 shares; 2026Q2: 1,823 shares 1,823 $493K 0.09% -54 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: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,509 shares; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares; 2026Q1: 1,439 shares; 2026Q2: 1,439 shares 1,439 $487K 0.09% 0 Timeline DFVX 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: 5,883 shares; 2025Q4: 5,883 shares; 2026Q1: 5,883 shares; 2026Q2: 5,883 shares 5,883 $484K 0.09% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,692 shares; 2024Q4: 6,492 shares; 2025Q1: 6,488 shares; 2025Q2: 6,470 shares; 2025Q3: 6,283 shares; 2025Q4: 6,283 shares; 2026Q1: 6,283 shares; 2026Q2: 6,283 shares 6,283 $481K 0.09% 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; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,052 shares; 2025Q2: 1,025 shares; 2025Q3: 1,012 shares; 2025Q4: 955 shares; 2026Q1: 955 shares; 2026Q2: 3,795 shares 3,795 $471K 0.08% +2,840 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,498 shares; 2024Q4: 1,298 shares; 2025Q1: 1,198 shares; 2025Q2: 958 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 847 shares; 2026Q2: 887 shares 887 $460K 0.08% +40 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,691 shares; 2024Q4: 2,881 shares; 2025Q1: 2,881 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,411 shares; 2026Q1: 2,411 shares; 2026Q2: 2,411 shares 2,411 $446K 0.08% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,619 shares; 2024Q4: 2,587 shares; 2025Q1: 2,586 shares; 2025Q2: 2,573 shares; 2025Q3: 2,435 shares; 2025Q4: 2,299 shares; 2026Q1: 2,265 shares; 2026Q2: 2,217 shares 2,217 $438K 0.08% -48 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,157 shares; 2024Q4: 4,668 shares; 2025Q1: 4,668 shares; 2025Q2: 4,668 shares; 2025Q3: 4,668 shares; 2025Q4: 4,268 shares; 2026Q1: 4,268 shares; 2026Q2: 3,968 shares 3,968 $413K 0.07% -300 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: 531 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 401 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 440 shares 440 $412K 0.07% +40 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,353 shares; 2024Q4: 4,299 shares; 2025Q1: 2,224 shares; 2025Q2: 1,750 shares; 2025Q3: 1,490 shares; 2025Q4: 1,330 shares; 2026Q1: 1,244 shares; 2026Q2: 1,130 shares 1,130 $406K 0.07% -114 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,644 shares; 2024Q4: 4,144 shares; 2025Q1: 4,144 shares; 2025Q2: 3,554 shares; 2025Q3: 3,295 shares; 2025Q4: 3,128 shares; 2026Q1: 2,973 shares; 2026Q2: 2,890 shares 2,890 $404K 0.07% -83 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,660 shares; 2024Q4: 4,643 shares; 2025Q1: 4,490 shares; 2025Q2: 4,403 shares; 2025Q3: 4,351 shares; 2025Q4: 4,693 shares; 2026Q1: 4,308 shares; 2026Q2: 4,141 shares 4,141 $399K 0.07% -167 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,081 shares; 2026Q1: 895 shares; 2026Q2: 1,055 shares 1,055 $394K 0.07% +160 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,343 shares; 2025Q4: 1,302 shares; 2026Q1: 1,302 shares; 2026Q2: 1,259 shares 1,259 $380K 0.07% -43 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,451 shares; 2024Q4: 28,451 shares; 2025Q1: 28,451 shares; 2025Q2: 28,451 shares; 2025Q3: 30,135 shares; 2025Q4: 30,135 shares; 2026Q1: 28,451 shares; 2026Q2: 28,451 shares 28,451 $378K 0.07% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,049 shares; 2024Q4: 900 shares; 2025Q1: 867 shares; 2025Q2: 689 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 774 shares; 2026Q2: 740 shares 740 $377K 0.07% -34 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,351 shares; 2024Q4: 12,351 shares; 2025Q1: 12,351 shares; 2025Q2: 12,569 shares; 2025Q3: 12,351 shares; 2025Q4: 8,174 shares; 2026Q1: 8,174 shares; 2026Q2: 7,851 shares 7,851 $373K 0.07% -323 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,164 shares; 2024Q4: 8,164 shares; 2025Q1: 7,810 shares; 2025Q2: 7,810 shares; 2025Q3: 7,760 shares; 2025Q4: 7,560 shares; 2026Q1: 7,560 shares; 2026Q2: 7,210 shares 7,210 $368K 0.07% -350 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,328 shares; 2024Q4: 8,328 shares; 2025Q1: 8,328 shares; 2025Q2: 7,269 shares; 2025Q3: 7,058 shares; 2025Q4: 6,484 shares; 2026Q1: 6,484 shares; 2026Q2: 6,284 shares 6,284 $363K 0.07% -200 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 2,475 shares; 2025Q2: 2,453 shares; 2025Q3: 2,353 shares; 2025Q4: 2,353 shares; 2026Q1: 2,360 shares; 2026Q2: 2,235 shares 2,235 $349K 0.06% -125 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: 10,351 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,458 shares 2,458 $343K 0.06% 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; 2024Q3: 4,375 shares; 2024Q4: 3,925 shares; 2025Q1: 4,725 shares; 2025Q2: 5,725 shares; 2025Q3: 5,725 shares; 2025Q4: 5,725 shares; 2026Q1: 5,700 shares; 2026Q2: 5,700 shares 5,700 $328K 0.06% 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: 5,870 shares; 2024Q4: 5,829 shares; 2025Q1: 5,829 shares; 2025Q2: 5,829 shares; 2025Q3: 5,629 shares; 2025Q4: 4,999 shares; 2026Q1: 4,999 shares; 2026Q2: 4,679 shares 4,679 $320K 0.06% -320 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,181 shares; 2024Q4: 5,181 shares; 2025Q1: 4,801 shares; 2025Q2: 4,341 shares; 2025Q3: 4,341 shares; 2025Q4: 4,341 shares; 2026Q1: 4,341 shares; 2026Q2: 4,341 shares 4,341 $318K 0.06% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares; 2026Q2: 641 shares 641 $317K 0.06% +68 Timeline SPYD 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: 6,448 shares; 2024Q4: 6,448 shares; 2025Q1: 6,448 shares; 2025Q2: 6,448 shares; 2025Q3: 6,448 shares; 2025Q4: 6,448 shares; 2026Q1: 6,448 shares; 2026Q2: 6,448 shares 6,448 $308K 0.06% 0 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; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 667 shares; 2026Q1: 667 shares; 2026Q2: 667 shares 667 $306K 0.06% 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: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,022 shares; 2025Q2: 981 shares; 2025Q3: 777 shares; 2025Q4: 1,554 shares; 2026Q1: 1,554 shares; 2026Q2: 1,554 shares 1,554 $296K 0.05% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $290K 0.05% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 709 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 723 shares; 2025Q3: 703 shares; 2025Q4: 710 shares; 2026Q1: 710 shares; 2026Q2: 703 shares 703 $286K 0.05% -7 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,111 shares; 2024Q4: not reported; 2025Q1: 2,973 shares; 2025Q2: not reported; 2025Q3: 2,794 shares; 2025Q4: 2,794 shares; 2026Q1: not reported; 2026Q2: 2,592 shares 2,592 $268K 0.05% 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; 2024Q3: 3,027 shares; 2024Q4: 3,027 shares; 2025Q1: 2,867 shares; 2025Q2: 2,756 shares; 2025Q3: 2,756 shares; 2025Q4: 2,756 shares; 2026Q1: 2,756 shares; 2026Q2: 2,756 shares 2,756 $264K 0.05% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,459 shares; 2024Q4: 2,459 shares; 2025Q1: 2,459 shares; 2025Q2: 2,574 shares; 2025Q3: 2,431 shares; 2025Q4: 2,431 shares; 2026Q1: 2,531 shares; 2026Q2: 2,431 shares 2,431 $262K 0.05% -100 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,342 shares; 2026Q1: 1,342 shares; 2026Q2: 1,293 shares 1,293 $259K 0.05% -49 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: 3,008 shares; 2025Q1: 2,882 shares; 2025Q2: 2,790 shares; 2025Q3: 2,511 shares; 2025Q4: 2,267 shares; 2026Q1: 2,471 shares; 2026Q2: 2,471 shares 2,471 $257K 0.05% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares; 2026Q2: 1,880 shares 1,880 $249K 0.04% 0 Timeline SCHE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,767 shares; 2025Q4: 6,767 shares; 2026Q1: 6,767 shares; 2026Q2: 6,767 shares 6,767 $245K 0.04% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,505 shares; 2024Q4: 3,505 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 3,430 shares; 2026Q1: 3,343 shares; 2026Q2: 3,343 shares 3,343 $239K 0.04% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,945 shares; 2024Q4: 6,487 shares; 2025Q1: 6,487 shares; 2025Q2: 6,412 shares; 2025Q3: 6,112 shares; 2025Q4: 5,112 shares; 2026Q1: 5,112 shares; 2026Q2: 5,112 shares 5,112 $238K 0.04% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,303 shares; 2024Q4: 3,245 shares; 2025Q1: 3,241 shares; 2025Q2: 3,173 shares; 2025Q3: 3,173 shares; 2025Q4: 3,173 shares; 2026Q1: 3,173 shares; 2026Q2: 3,173 shares 3,173 $238K 0.04% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,174 shares; 2025Q3: 2,174 shares; 2025Q4: 2,173 shares; 2026Q1: 2,173 shares; 2026Q2: 2,173 shares 2,173 $237K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,139 shares; 2025Q1: 3,139 shares; 2025Q2: 3,139 shares; 2025Q3: 2,939 shares; 2025Q4: 2,864 shares; 2026Q1: 2,864 shares; 2026Q2: 2,864 shares 2,864 $237K 0.04% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,537 shares; 2024Q4: 7,341 shares; 2025Q1: 7,154 shares; 2025Q2: 4,743 shares; 2025Q3: 4,623 shares; 2025Q4: 2,823 shares; 2026Q1: 2,701 shares; 2026Q2: 2,651 shares 2,651 $233K 0.04% -50 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares; 2026Q2: 2,425 shares 2,425 $223K 0.04% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,528 shares 2,528 $216K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,195 shares 6,195 $216K 0.04% new 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; 2024Q3: 2,729 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 1,176 shares; 2026Q1: 1,176 shares; 2026Q2: 1,007 shares 1,007 $214K 0.04% -169 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,173 shares; 2024Q4: 1,130 shares; 2025Q1: 1,058 shares; 2025Q2: 1,027 shares; 2025Q3: 877 shares; 2025Q4: 793 shares; 2026Q1: not reported; 2026Q2: 698 shares 698 $214K 0.04% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 917 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 917 shares; 2026Q1: not reported; 2026Q2: 917 shares 917 $211K 0.04% new Timeline CWI 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,167 shares 5,167 $210K 0.04% new 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: 8,341 shares; 2024Q4: 5,846 shares; 2025Q1: 3,704 shares; 2025Q2: 3,616 shares; 2025Q3: 3,534 shares; 2025Q4: 2,560 shares; 2026Q1: 2,424 shares; 2026Q2: 2,179 shares 2,179 $210K 0.04% -245 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,630 shares 1,630 $209K 0.04% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,819 shares; 2024Q4: 1,819 shares; 2025Q1: 1,819 shares; 2025Q2: 1,819 shares; 2025Q3: 1,719 shares; 2025Q4: 1,719 shares; 2026Q1: 1,659 shares; 2026Q2: 1,419 shares 1,419 $208K 0.04% -240 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: 951 shares; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 324 shares 324 $206K 0.04% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 172 shares 172 $203K 0.04% new Timeline