QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,824 shares; 2024Q4: 19,960 shares; 2025Q1: 19,490 shares; 2025Q2: 15,380 shares; 2025Q3: 19,770 shares; 2025Q4: 20,629 shares; 2026Q1: 20,469 shares; 2026Q2: 20,546 shares 20,546 $15.1M 7.13% +77 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: 28,950 shares; 2024Q4: 27,103 shares; 2025Q1: 26,416 shares; 2025Q2: 20,502 shares; 2025Q3: 26,708 shares; 2025Q4: 26,145 shares; 2026Q1: 25,831 shares; 2026Q2: 159,980 shares 159,980 $13.8M 6.5% +134,149 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: 39,516 shares; 2024Q4: 39,582 shares; 2025Q1: 39,206 shares; 2025Q2: 39,069 shares; 2025Q3: 39,945 shares; 2025Q4: 39,873 shares; 2026Q1: 38,991 shares; 2026Q2: 38,819 shares 38,819 $11.2M 5.29% -172 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,972 shares; 2024Q4: 29,470 shares; 2025Q1: 29,902 shares; 2025Q2: 28,669 shares; 2025Q3: 29,201 shares; 2025Q4: 28,641 shares; 2026Q1: 28,637 shares; 2026Q2: 28,465 shares 28,465 $9.79M 4.61% -172 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: 10,463 shares; 2024Q4: 9,842 shares; 2025Q1: 10,183 shares; 2025Q2: 10,220 shares; 2025Q3: 10,239 shares; 2025Q4: 10,197 shares; 2026Q1: 10,214 shares; 2026Q2: 10,212 shares 10,212 $7.63M 3.59% -2 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: 29,248 shares; 2024Q4: 28,949 shares; 2025Q1: 27,291 shares; 2025Q2: 19,729 shares; 2025Q3: 27,259 shares; 2025Q4: 27,000 shares; 2026Q1: 27,015 shares; 2026Q2: 27,008 shares 27,008 $5.89M 2.77% -7 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,079 shares; 2024Q4: 30,516 shares; 2025Q1: 30,779 shares; 2025Q2: 31,011 shares; 2025Q3: 31,006 shares; 2025Q4: 34,607 shares; 2026Q1: 34,670 shares; 2026Q2: 34,457 shares 34,457 $5.41M 2.55% -213 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: 7,976 shares; 2024Q4: 8,028 shares; 2025Q1: 7,688 shares; 2025Q2: 4,519 shares; 2025Q3: 7,995 shares; 2025Q4: 7,779 shares; 2026Q1: 7,654 shares; 2026Q2: 9,068 shares 9,068 $4.54M 2.14% +1,414 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: 12,457 shares; 2024Q4: 11,712 shares; 2025Q1: 11,556 shares; 2025Q2: 11,694 shares; 2025Q3: 14,311 shares; 2025Q4: 11,648 shares; 2026Q1: 11,442 shares; 2026Q2: 11,378 shares 11,378 $4.24M 2% -64 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: 18,959 shares; 2024Q4: 18,812 shares; 2025Q1: 18,592 shares; 2025Q2: 18,521 shares; 2025Q3: 18,518 shares; 2025Q4: 18,887 shares; 2026Q1: 18,909 shares; 2026Q2: 17,135 shares 17,135 $4.05M 1.91% -1,774 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,467 shares; 2024Q4: 7,923 shares; 2025Q1: 8,000 shares; 2025Q2: 8,004 shares; 2025Q3: 7,892 shares; 2025Q4: 7,923 shares; 2026Q1: 7,951 shares; 2026Q2: 7,670 shares 7,670 $4.01M 1.89% -281 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: 10,984 shares; 2024Q4: 11,096 shares; 2025Q1: 11,027 shares; 2025Q2: 7,366 shares; 2025Q3: 10,884 shares; 2025Q4: 10,886 shares; 2026Q1: 10,829 shares; 2026Q2: 10,612 shares 10,612 $3.93M 1.85% -217 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,022 shares; 2024Q4: 11,187 shares; 2025Q1: 11,167 shares; 2025Q2: 10,867 shares; 2025Q3: 10,867 shares; 2025Q4: 10,867 shares; 2026Q1: 10,867 shares; 2026Q2: 10,867 shares 10,867 $3.64M 1.71% 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; 2024Q3: 43,067 shares; 2024Q4: 43,162 shares; 2025Q1: 40,688 shares; 2025Q2: 29,367 shares; 2025Q3: 42,023 shares; 2025Q4: 42,168 shares; 2026Q1: 43,520 shares; 2026Q2: 46,313 shares 46,313 $3.62M 1.71% +2,793 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,712 shares; 2024Q4: 20,846 shares; 2025Q1: 19,416 shares; 2025Q2: 2,669 shares; 2025Q3: 19,697 shares; 2025Q4: 19,417 shares; 2026Q1: 18,783 shares; 2026Q2: 40,606 shares 40,606 $3.19M 1.5% +21,823 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: 21,308 shares; 2024Q4: 21,378 shares; 2025Q1: 19,849 shares; 2025Q2: 14,725 shares; 2025Q3: 20,311 shares; 2025Q4: 20,370 shares; 2026Q1: 20,424 shares; 2026Q2: 21,206 shares 21,206 $3.15M 1.48% +782 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: 23,266 shares; 2024Q4: 22,914 shares; 2025Q1: 22,868 shares; 2025Q2: 23,234 shares; 2025Q3: 17,047 shares; 2025Q4: 17,793 shares; 2026Q1: 15,783 shares; 2026Q2: 15,700 shares 15,700 $3.14M 1.48% -83 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,986 shares; 2024Q4: 38,512 shares; 2025Q1: 38,235 shares; 2025Q2: 38,586 shares; 2025Q3: 38,390 shares; 2025Q4: 38,024 shares; 2026Q1: 38,023 shares; 2026Q2: 37,469 shares 37,469 $2.83M 1.33% -554 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,269 shares; 2024Q4: 11,353 shares; 2025Q1: 11,303 shares; 2025Q2: 11,283 shares; 2025Q3: 11,283 shares; 2025Q4: 11,323 shares; 2026Q1: 10,681 shares; 2026Q2: 10,546 shares 10,546 $2.79M 1.32% -135 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: 9,986 shares; 2024Q4: 7,949 shares; 2025Q1: 8,047 shares; 2025Q2: 7,734 shares; 2025Q3: 10,488 shares; 2025Q4: 10,361 shares; 2026Q1: 10,326 shares; 2026Q2: 10,273 shares 10,273 $2.61M 1.23% -53 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,932 shares; 2024Q4: 8,119 shares; 2025Q1: 6,935 shares; 2025Q2: 6,912 shares; 2025Q3: 17,390 shares; 2025Q4: 6,922 shares; 2026Q1: 17,067 shares; 2026Q2: 16,889 shares 16,889 $2.31M 1.09% -178 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,172 shares; 2024Q4: 10,172 shares; 2025Q1: 10,172 shares; 2025Q2: 10,092 shares; 2025Q3: 10,092 shares; 2025Q4: 10,092 shares; 2026Q1: 10,072 shares; 2026Q2: 9,922 shares 9,922 $2.16M 1.02% -150 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,900 shares; 2024Q4: 23,690 shares; 2025Q1: 22,620 shares; 2025Q2: 6,138 shares; 2025Q3: 11,990 shares; 2025Q4: 22,015 shares; 2026Q1: 11,851 shares; 2026Q2: 11,852 shares 11,852 $2.12M 1% +1 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,593 shares; 2024Q4: 11,342 shares; 2025Q1: 10,715 shares; 2025Q2: 8,323 shares; 2025Q3: 10,881 shares; 2025Q4: 10,783 shares; 2026Q1: 10,797 shares; 2026Q2: 11,077 shares 11,077 $2.11M 0.99% +280 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; 2024Q3: 9,614 shares; 2024Q4: 15,104 shares; 2025Q1: 11,619 shares; 2025Q2: 9,223 shares; 2025Q3: 14,211 shares; 2025Q4: 14,360 shares; 2026Q1: 14,792 shares; 2026Q2: 28,450 shares 28,450 $2.09M 0.98% +13,658 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,227 shares; 2024Q4: 6,258 shares; 2025Q1: 6,396 shares; 2025Q2: 3,484 shares; 2025Q3: 6,435 shares; 2025Q4: 6,365 shares; 2026Q1: 6,422 shares; 2026Q2: 6,576 shares 6,576 $1.97M 0.93% +154 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,780 shares; 2024Q4: 14,721 shares; 2025Q1: 13,157 shares; 2025Q2: 5,805 shares; 2025Q3: 13,429 shares; 2025Q4: 13,121 shares; 2026Q1: 12,881 shares; 2026Q2: 13,126 shares 13,126 $1.94M 0.91% +245 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,191 shares; 2024Q4: 32,479 shares; 2025Q1: 30,609 shares; 2025Q2: 20,932 shares; 2025Q3: 31,184 shares; 2025Q4: 31,286 shares; 2026Q1: 32,055 shares; 2026Q2: 32,127 shares 32,127 $1.92M 0.9% +72 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,517 shares; 2024Q4: 18,414 shares; 2025Q1: 16,638 shares; 2025Q2: 6,148 shares; 2025Q3: 16,506 shares; 2025Q4: 16,242 shares; 2026Q1: 15,927 shares; 2026Q2: 16,244 shares 16,244 $1.91M 0.9% +317 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,931 shares; 2024Q4: 4,347 shares; 2025Q1: 13,961 shares; 2025Q2: 3,870 shares; 2025Q3: 14,329 shares; 2025Q4: 14,329 shares; 2026Q1: 13,950 shares; 2026Q2: 14,325 shares 14,325 $1.89M 0.89% +375 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: 3,105 shares; 2024Q4: 3,608 shares; 2025Q1: 3,375 shares; 2025Q2: not reported; 2025Q3: 3,439 shares; 2025Q4: not reported; 2026Q1: 3,357 shares; 2026Q2: 5,928 shares 5,928 $1.86M 0.87% +2,571 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: 12,027 shares; 2024Q4: 20,843 shares; 2025Q1: 18,338 shares; 2025Q2: 10,788 shares; 2025Q3: 18,679 shares; 2025Q4: 19,528 shares; 2026Q1: 20,115 shares; 2026Q2: 21,825 shares 21,825 $1.8M 0.85% +1,710 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: 17,615 shares; 2024Q4: 17,665 shares; 2025Q1: 17,103 shares; 2025Q2: 11,644 shares; 2025Q3: 17,433 shares; 2025Q4: 17,385 shares; 2026Q1: 17,250 shares; 2026Q2: 17,316 shares 17,316 $1.67M 0.79% +66 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: 5,526 shares; 2024Q4: 5,526 shares; 2025Q1: 5,355 shares; 2025Q2: 2,062 shares; 2025Q3: 5,437 shares; 2025Q4: 5,437 shares; 2026Q1: 5,336 shares; 2026Q2: 5,426 shares 5,426 $1.66M 0.78% +90 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,765 shares; 2024Q4: 14,116 shares; 2025Q1: 14,529 shares; 2025Q2: 15,942 shares; 2025Q3: 15,304 shares; 2025Q4: 19,560 shares; 2026Q1: 19,588 shares; 2026Q2: 19,712 shares 19,712 $1.65M 0.78% +124 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,182 shares; 2024Q4: 39,165 shares; 2025Q1: 39,669 shares; 2025Q2: 40,287 shares; 2025Q3: 40,903 shares; 2025Q4: 41,496 shares; 2026Q1: 41,902 shares; 2026Q2: 42,385 shares 42,385 $1.56M 0.73% +483 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: 5,934 shares; 2024Q4: 5,856 shares; 2025Q1: 5,800 shares; 2025Q2: 5,520 shares; 2025Q3: 5,670 shares; 2025Q4: 4,637 shares; 2026Q1: 4,582 shares; 2026Q2: 4,588 shares 4,588 $1.5M 0.71% +6 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: 11,714 shares; 2024Q4: 8,850 shares; 2025Q1: 8,939 shares; 2025Q2: 8,948 shares; 2025Q3: 8,913 shares; 2025Q4: 8,905 shares; 2026Q1: 9,173 shares; 2026Q2: 9,174 shares 9,174 $1.35M 0.63% +1 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,332 shares; 2024Q4: 7,332 shares; 2025Q1: 7,332 shares; 2025Q2: 7,332 shares; 2025Q3: 7,332 shares; 2025Q4: 7,332 shares; 2026Q1: 7,332 shares; 2026Q2: 7,332 shares 7,332 $1.34M 0.63% 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: 7,016 shares; 2024Q4: 6,960 shares; 2025Q1: 6,616 shares; 2025Q2: 2,066 shares; 2025Q3: 6,720 shares; 2025Q4: 6,720 shares; 2026Q1: 7,835 shares; 2026Q2: 6,703 shares 6,703 $1.32M 0.62% -1,132 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,763 shares; 2024Q4: 6,763 shares; 2025Q1: 6,313 shares; 2025Q2: 6,113 shares; 2025Q3: 6,116 shares; 2025Q4: 6,113 shares; 2026Q1: 6,013 shares; 2026Q2: 5,913 shares 5,913 $1.28M 0.6% -100 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,788 shares; 2024Q4: 5,788 shares; 2025Q1: 5,784 shares; 2025Q2: 1,522 shares; 2025Q3: 5,954 shares; 2025Q4: 5,954 shares; 2026Q1: 5,954 shares; 2026Q2: 5,954 shares 5,954 $1.17M 0.55% 0 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: 41,389 shares; 2024Q4: 38,850 shares; 2025Q1: 34,013 shares; 2025Q2: 12,894 shares; 2025Q3: 35,162 shares; 2025Q4: 34,759 shares; 2026Q1: 34,232 shares; 2026Q2: 14,278 shares 14,278 $1.13M 0.53% -19,954 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,403 shares; 2024Q4: 15,367 shares; 2025Q1: 12,620 shares; 2025Q2: 6,662 shares; 2025Q3: 12,818 shares; 2025Q4: 12,661 shares; 2026Q1: 12,486 shares; 2026Q2: 12,700 shares 12,700 $1.12M 0.53% +214 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: 4,708 shares; 2024Q4: 4,714 shares; 2025Q1: 4,657 shares; 2025Q2: 4,669 shares; 2025Q3: 4,995 shares; 2025Q4: 4,997 shares; 2026Q1: 4,711 shares; 2026Q2: 4,672 shares 4,672 $1.11M 0.52% -39 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: 5,595 shares; 2024Q4: 5,622 shares; 2025Q1: 5,649 shares; 2025Q2: 5,678 shares; 2025Q3: 5,704 shares; 2025Q4: 5,730 shares; 2026Q1: 5,765 shares; 2026Q2: 5,766 shares 5,766 $1.07M 0.5% +1 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,780 shares; 2024Q4: 14,147 shares; 2025Q1: 13,612 shares; 2025Q2: 13,627 shares; 2025Q3: 13,602 shares; 2025Q4: 13,102 shares; 2026Q1: 13,102 shares; 2026Q2: 13,052 shares 13,052 $990K 0.47% -50 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,799 shares; 2024Q4: 2,809 shares; 2025Q1: 2,808 shares; 2025Q2: 2,743 shares; 2025Q3: 2,830 shares; 2025Q4: 2,839 shares; 2026Q1: 2,836 shares; 2026Q2: 2,687 shares 2,687 $973K 0.46% -149 Timeline DWX 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: 18,914 shares; 2024Q4: 19,047 shares; 2025Q1: 19,145 shares; 2025Q2: 19,422 shares; 2025Q3: 19,608 shares; 2025Q4: 19,905 shares; 2026Q1: 20,000 shares; 2026Q2: 20,292 shares 20,292 $933K 0.44% +292 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,214 shares; 2024Q4: 3,184 shares; 2025Q1: 3,185 shares; 2025Q2: 3,186 shares; 2025Q3: 3,187 shares; 2025Q4: 3,142 shares; 2026Q1: 3,143 shares; 2026Q2: 3,144 shares 3,144 $876K 0.41% +1 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,633 shares; 2024Q4: 3,969 shares; 2025Q1: 3,530 shares; 2025Q2: not reported; 2025Q3: 3,777 shares; 2025Q4: 3,778 shares; 2026Q1: 3,531 shares; 2026Q2: 3,779 shares 3,779 $858K 0.4% +248 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,724 shares; 2025Q4: 6,687 shares; 2026Q1: 6,687 shares; 2026Q2: 5,969 shares 5,969 $833K 0.39% -718 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: 3,364 shares; 2024Q4: 3,364 shares; 2025Q1: 3,364 shares; 2025Q2: 3,364 shares; 2025Q3: 3,364 shares; 2025Q4: 3,364 shares; 2026Q1: 3,364 shares; 2026Q2: 3,364 shares 3,364 $828K 0.39% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,759 shares; 2024Q4: 12,415 shares; 2025Q1: 13,089 shares; 2025Q2: 13,282 shares; 2025Q3: 14,786 shares; 2025Q4: 15,632 shares; 2026Q1: 15,804 shares; 2026Q2: 15,973 shares 15,973 $828K 0.39% +169 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: 9,256 shares; 2024Q4: 9,278 shares; 2025Q1: 9,282 shares; 2025Q2: 9,282 shares; 2025Q3: 9,289 shares; 2025Q4: 9,348 shares; 2026Q1: 9,351 shares; 2026Q2: 9,817 shares 9,817 $818K 0.39% +466 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: 6,674 shares; 2024Q4: 6,579 shares; 2025Q1: 6,600 shares; 2025Q2: 6,222 shares; 2025Q3: 6,121 shares; 2025Q4: 6,140 shares; 2026Q1: 6,146 shares; 2026Q2: 5,953 shares 5,953 $814K 0.38% -193 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,367 shares; 2024Q4: 4,394 shares; 2025Q1: 4,426 shares; 2025Q2: 4,469 shares; 2025Q3: 4,514 shares; 2025Q4: 4,552 shares; 2026Q1: 4,590 shares; 2026Q2: 4,635 shares 4,635 $808K 0.38% +45 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,015 shares; 2024Q4: not reported; 2025Q1: 556 shares; 2025Q2: 557 shares; 2025Q3: 885 shares; 2025Q4: 850 shares; 2026Q1: 1,055 shares; 2026Q2: 1,056 shares 1,056 $791K 0.37% +1 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,851 shares; 2025Q4: 2,853 shares; 2026Q1: 2,954 shares; 2026Q2: 3,011 shares 3,011 $769K 0.36% +57 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: 3,887 shares; 2024Q4: 4,057 shares; 2025Q1: 4,048 shares; 2025Q2: 3,799 shares; 2025Q3: 4,203 shares; 2025Q4: 4,206 shares; 2026Q1: 4,135 shares; 2026Q2: 4,139 shares 4,139 $749K 0.35% +4 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: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,649 shares; 2025Q2: 1,654 shares; 2025Q3: 1,449 shares; 2025Q4: 1,649 shares; 2026Q1: 1,738 shares; 2026Q2: 1,780 shares 1,780 $749K 0.35% +42 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,545 shares; 2024Q4: 4,715 shares; 2025Q1: 4,435 shares; 2025Q2: 4,285 shares; 2025Q3: 4,460 shares; 2025Q4: 4,471 shares; 2026Q1: 4,485 shares; 2026Q2: 4,499 shares 4,499 $728K 0.34% +14 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; 2024Q3: 1,296 shares; 2024Q4: 1,301 shares; 2025Q1: 1,203 shares; 2025Q2: 1,209 shares; 2025Q3: 1,615 shares; 2025Q4: 1,621 shares; 2026Q1: 1,696 shares; 2026Q2: 1,702 shares 1,702 $707K 0.33% +6 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,819 shares; 2024Q4: 13,819 shares; 2025Q1: 13,819 shares; 2025Q2: 13,819 shares; 2025Q3: 13,819 shares; 2025Q4: 13,819 shares; 2026Q1: 13,819 shares; 2026Q2: 13,819 shares 13,819 $678K 0.32% 0 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: 5,854 shares; 2024Q4: 5,854 shares; 2025Q1: 6,030 shares; 2025Q2: 6,046 shares; 2025Q3: 6,053 shares; 2025Q4: 5,934 shares; 2026Q1: 5,940 shares; 2026Q2: 5,953 shares 5,953 $674K 0.32% +13 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $673K 0.32% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,406 shares; 2024Q4: 3,118 shares; 2025Q1: 3,093 shares; 2025Q2: 3,104 shares; 2025Q3: 2,964 shares; 2025Q4: 2,977 shares; 2026Q1: 2,986 shares; 2026Q2: 2,937 shares 2,937 $672K 0.32% -49 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,972 shares; 2024Q4: 54,982 shares; 2025Q1: 56,033 shares; 2025Q2: 57,084 shares; 2025Q3: 58,029 shares; 2025Q4: 58,773 shares; 2026Q1: 59,449 shares; 2026Q2: 60,166 shares 60,166 $649K 0.31% +717 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: 4,459 shares; 2024Q4: 4,474 shares; 2025Q1: 4,895 shares; 2025Q2: 4,914 shares; 2025Q3: 4,935 shares; 2025Q4: 4,874 shares; 2026Q1: 4,960 shares; 2026Q2: 4,975 shares 4,975 $639K 0.3% +15 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,550 shares; 2024Q4: 20,250 shares; 2025Q1: 19,875 shares; 2025Q2: 19,675 shares; 2025Q3: 18,575 shares; 2025Q4: 17,450 shares; 2026Q1: 17,350 shares; 2026Q2: 17,300 shares 17,300 $631K 0.3% -50 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,346 shares; 2024Q4: 7,424 shares; 2025Q1: 7,495 shares; 2025Q2: 7,568 shares; 2025Q3: 7,037 shares; 2025Q4: 7,102 shares; 2026Q1: 7,162 shares; 2026Q2: 7,220 shares 7,220 $624K 0.29% +58 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: 2,102 shares; 2024Q4: 2,108 shares; 2025Q1: 2,115 shares; 2025Q2: 2,123 shares; 2025Q3: 2,130 shares; 2025Q4: 2,139 shares; 2026Q1: 2,146 shares; 2026Q2: 2,050 shares 2,050 $611K 0.29% -96 Timeline JNK 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: 5,542 shares; 2024Q4: 5,664 shares; 2025Q1: 5,727 shares; 2025Q2: 5,824 shares; 2025Q3: 5,921 shares; 2025Q4: 6,049 shares; 2026Q1: 6,117 shares; 2026Q2: 6,218 shares 6,218 $599K 0.28% +101 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: 4,571 shares; 2024Q4: 4,574 shares; 2025Q1: 4,578 shares; 2025Q2: 4,581 shares; 2025Q3: 4,584 shares; 2025Q4: 4,588 shares; 2026Q1: 4,591 shares; 2026Q2: 4,583 shares 4,583 $580K 0.27% -8 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: 1,248 shares; 2024Q4: 1,163 shares; 2025Q1: 1,616 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 2,125 shares; 2026Q1: 3,031 shares; 2026Q2: 3,031 shares 3,031 $578K 0.27% 0 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: 7,436 shares; 2024Q4: 6,198 shares; 2025Q1: 6,198 shares; 2025Q2: 6,225 shares; 2025Q3: 6,125 shares; 2025Q4: 5,925 shares; 2026Q1: 5,925 shares; 2026Q2: 5,925 shares 5,925 $567K 0.27% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,920 shares; 2024Q4: 4,920 shares; 2025Q1: 4,751 shares; 2025Q2: 4,751 shares; 2025Q3: 4,751 shares; 2025Q4: 4,551 shares; 2026Q1: 4,451 shares; 2026Q2: 4,431 shares 4,431 $542K 0.26% -20 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: 1,711 shares; 2024Q4: 1,872 shares; 2025Q1: 1,790 shares; 2025Q2: 1,770 shares; 2025Q3: 2,400 shares; 2025Q4: 2,076 shares; 2026Q1: 1,974 shares; 2026Q2: 1,980 shares 1,980 $535K 0.25% +6 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,515 shares; 2024Q4: 6,425 shares; 2025Q1: 6,325 shares; 2025Q2: 6,325 shares; 2025Q3: 6,225 shares; 2025Q4: 6,125 shares; 2026Q1: 5,725 shares; 2026Q2: 5,525 shares 5,525 $501K 0.24% -200 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares; 2026Q1: 8,600 shares; 2026Q2: 8,600 shares 8,600 $501K 0.24% 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: 5,670 shares; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares; 2025Q4: 5,670 shares; 2026Q1: 5,670 shares; 2026Q2: 5,658 shares 5,658 $497K 0.23% -12 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: 1,328 shares; 2026Q2: 1,327 shares 1,327 $496K 0.23% -1 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,285 shares; 2024Q4: 41,281 shares; 2025Q1: 41,281 shares; 2025Q2: 42,636 shares; 2025Q3: 44,009 shares; 2025Q4: 46,341 shares; 2026Q1: 46,341 shares; 2026Q2: 48,161 shares 48,161 $491K 0.23% +1,820 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,770 shares; 2024Q4: 5,770 shares; 2025Q1: 5,786 shares; 2025Q2: 5,723 shares; 2025Q3: 5,135 shares; 2025Q4: 5,035 shares; 2026Q1: 5,055 shares; 2026Q2: 5,055 shares 5,055 $487K 0.23% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,557 shares; 2024Q4: 3,125 shares; 2025Q1: 3,142 shares; 2025Q2: 3,036 shares; 2025Q3: 3,051 shares; 2025Q4: 3,068 shares; 2026Q1: 3,084 shares; 2026Q2: 3,068 shares 3,068 $485K 0.23% -16 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,319 shares; 2025Q1: 1,373 shares; 2025Q2: 1,373 shares; 2025Q3: 1,360 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares; 2026Q2: 1,304 shares 1,304 $483K 0.23% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,782 shares; 2024Q4: 2,787 shares; 2025Q1: 2,792 shares; 2025Q2: 2,797 shares; 2025Q3: 2,803 shares; 2025Q4: 2,803 shares; 2026Q1: 2,809 shares; 2026Q2: 2,816 shares 2,816 $479K 0.23% +7 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,894 shares; 2024Q4: 1,894 shares; 2025Q1: 1,894 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,894 shares; 2026Q2: 1,894 shares 1,894 $478K 0.23% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 820 shares 820 $476K 0.22% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,539 shares; 2024Q4: 4,239 shares; 2025Q1: 4,239 shares; 2025Q2: 4,139 shares; 2025Q3: 3,939 shares; 2025Q4: 3,359 shares; 2026Q1: 2,689 shares; 2026Q2: 2,689 shares 2,689 $475K 0.22% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,073 shares; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,073 shares; 2025Q3: 3,073 shares; 2025Q4: 3,073 shares; 2026Q1: 3,073 shares; 2026Q2: 3,073 shares 3,073 $467K 0.22% 0 Timeline DFAS 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: 3,277 shares; 2025Q1: 3,696 shares; 2025Q2: not reported; 2025Q3: 4,248 shares; 2025Q4: not reported; 2026Q1: 4,880 shares; 2026Q2: 5,667 shares 5,667 $467K 0.22% +787 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 330 shares; 2026Q2: 421 shares 421 $448K 0.21% +91 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,880 shares; 2024Q4: 6,651 shares; 2025Q1: 6,654 shares; 2025Q2: 7,157 shares; 2025Q3: 8,561 shares; 2025Q4: 8,864 shares; 2026Q1: 8,367 shares; 2026Q2: 8,371 shares 8,371 $444K 0.21% +4 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: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 377 shares 377 $443K 0.21% +47 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,359 shares; 2024Q4: 2,364 shares; 2025Q1: 2,631 shares; 2025Q2: 2,786 shares; 2025Q3: 3,113 shares; 2025Q4: 3,178 shares; 2026Q1: 3,364 shares; 2026Q2: 7,801 shares 7,801 $438K 0.21% +4,437 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,151 shares; 2024Q4: 1,139 shares; 2025Q1: 776 shares; 2025Q2: 895 shares; 2025Q3: 939 shares; 2025Q4: 987 shares; 2026Q1: 1,159 shares; 2026Q2: 1,174 shares 1,174 $432K 0.2% +15 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,651 shares; 2024Q4: 5,952 shares; 2025Q1: 5,353 shares; 2025Q2: 5,353 shares; 2025Q3: 5,154 shares; 2025Q4: 5,054 shares; 2026Q1: 4,555 shares; 2026Q2: 4,556 shares 4,556 $428K 0.2% +1 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,045 shares; 2024Q4: 2,048 shares; 2025Q1: 2,051 shares; 2025Q2: 2,053 shares; 2025Q3: 2,056 shares; 2025Q4: 2,057 shares; 2026Q1: 2,059 shares; 2026Q2: 2,061 shares 2,061 $423K 0.2% +2 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: 1,552 shares; 2024Q4: 1,553 shares; 2025Q1: 1,673 shares; 2025Q2: 1,624 shares; 2025Q3: 1,626 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares; 2026Q2: 567 shares 567 $410K 0.19% -1,060 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,642 shares; 2024Q4: 1,650 shares; 2025Q1: 1,659 shares; 2025Q2: 1,668 shares; 2025Q3: 1,677 shares; 2025Q4: 1,686 shares; 2026Q1: 1,695 shares; 2026Q2: 1,702 shares 1,702 $405K 0.19% +7 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,148 shares; 2024Q4: 4,162 shares; 2025Q1: 4,187 shares; 2025Q2: 4,212 shares; 2025Q3: 4,228 shares; 2025Q4: 4,252 shares; 2026Q1: 4,279 shares; 2026Q2: 4,303 shares 4,303 $402K 0.19% +24 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,257 shares; 2024Q4: 8,266 shares; 2025Q1: 8,276 shares; 2025Q2: 7,186 shares; 2025Q3: 7,116 shares; 2025Q4: 7,038 shares; 2026Q1: 7,041 shares; 2026Q2: 7,044 shares 7,044 $401K 0.19% +3 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,380 shares 1,380 $401K 0.19% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,542 shares; 2024Q4: 2,549 shares; 2025Q1: 2,570 shares; 2025Q2: 2,575 shares; 2025Q3: 2,385 shares; 2025Q4: 2,389 shares; 2026Q1: 2,416 shares; 2026Q2: 2,419 shares 2,419 $401K 0.19% +3 Timeline VANGUARD ADMIRAL FDS INC VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 4,973 shares 4,973 $401K 0.19% new 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: 369 shares; 2024Q4: 366 shares; 2025Q1: 367 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 445 shares; 2026Q1: 439 shares; 2026Q2: 427 shares 427 $400K 0.19% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,692 shares; 2025Q4: 2,892 shares; 2026Q1: not reported; 2026Q2: 2,728 shares 2,728 $400K 0.19% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,903 shares; 2024Q4: 2,033 shares; 2025Q1: 2,094 shares; 2025Q2: 2,120 shares; 2025Q3: 2,128 shares; 2025Q4: 2,134 shares; 2026Q1: 2,139 shares; 2026Q2: 2,138 shares 2,138 $396K 0.19% -1 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,302 shares 1,302 $395K 0.19% new Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,300 shares; 2025Q4: 18,600 shares; 2026Q1: 18,400 shares; 2026Q2: 18,600 shares 18,600 $392K 0.18% +200 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 377 shares; 2025Q1: 379 shares; 2025Q2: 380 shares; 2025Q3: 381 shares; 2025Q4: 382 shares; 2026Q1: 384 shares; 2026Q2: 385 shares 385 $390K 0.18% +1 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; 2024Q3: 5,074 shares; 2024Q4: 5,091 shares; 2025Q1: 5,108 shares; 2025Q2: 4,852 shares; 2025Q3: 5,368 shares; 2025Q4: 5,382 shares; 2026Q1: 5,399 shares; 2026Q2: 5,402 shares 5,402 $389K 0.18% +3 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: 4,284 shares; 2024Q4: 4,296 shares; 2025Q1: 4,216 shares; 2025Q2: 3,800 shares; 2025Q3: 4,235 shares; 2025Q4: 3,954 shares; 2026Q1: 3,618 shares; 2026Q2: 3,286 shares 3,286 $386K 0.18% -332 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 3,215 shares 3,215 $384K 0.18% +2,812 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,922 shares; 2024Q4: 3,927 shares; 2025Q1: 3,933 shares; 2025Q2: 3,939 shares; 2025Q3: 3,946 shares; 2025Q4: 3,953 shares; 2026Q1: 3,963 shares; 2026Q2: 2,371 shares 2,371 $376K 0.18% -1,592 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: 1,512 shares; 2025Q1: 1,512 shares; 2025Q2: 1,512 shares; 2025Q3: 1,512 shares; 2025Q4: 1,512 shares; 2026Q1: 1,512 shares; 2026Q2: 1,512 shares 1,512 $375K 0.18% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517 shares; 2024Q4: 517 shares; 2025Q1: 518 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $365K 0.17% 0 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,700 shares; 2024Q4: 5,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 3,997 shares; 2026Q1: 3,997 shares; 2026Q2: 3,997 shares 3,997 $364K 0.17% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES 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: 4,381 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,381 shares 4,381 $363K 0.17% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,922 shares; 2024Q4: 7,729 shares; 2025Q1: 7,837 shares; 2025Q2: 7,941 shares; 2025Q3: 8,040 shares; 2025Q4: 8,143 shares; 2026Q1: 8,243 shares; 2026Q2: 8,338 shares 8,338 $340K 0.16% +95 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; 2024Q3: 1,456 shares; 2024Q4: 1,459 shares; 2025Q1: 1,462 shares; 2025Q2: 1,465 shares; 2025Q3: 1,468 shares; 2025Q4: 1,471 shares; 2026Q1: 1,475 shares; 2026Q2: 1,480 shares 1,480 $332K 0.16% +5 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,401 shares; 2024Q4: 5,804 shares; 2025Q1: 5,532 shares; 2025Q2: not reported; 2025Q3: 4,932 shares; 2025Q4: 3,401 shares; 2026Q1: 3,401 shares; 2026Q2: 4,562 shares 4,562 $331K 0.16% +1,161 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: 517 shares; 2024Q4: 517 shares; 2025Q1: 518 shares; 2025Q2: 519 shares; 2025Q3: 520 shares; 2025Q4: 521 shares; 2026Q1: 521 shares; 2026Q2: 522 shares 522 $331K 0.16% +1 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 5,800 shares; 2025Q4: 6,100 shares; 2026Q1: 5,802 shares; 2026Q2: 5,806 shares 5,806 $330K 0.16% +4 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: 4,381 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,157 shares; 2025Q4: 3,385 shares; 2026Q1: 3,585 shares; 2026Q2: 3,974 shares 3,974 $329K 0.16% +389 Timeline XLG 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: 5,372 shares; 2024Q4: 5,672 shares; 2025Q1: 5,372 shares; 2025Q2: 5,372 shares; 2025Q3: 5,372 shares; 2025Q4: 5,372 shares; 2026Q1: 7,056 shares; 2026Q2: 5,353 shares 5,353 $328K 0.15% -1,703 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,503 shares; 2024Q4: 6,703 shares; 2025Q1: 8,992 shares; 2025Q2: 4,918 shares; 2025Q3: 5,025 shares; 2025Q4: 9,329 shares; 2026Q1: 8,698 shares; 2026Q2: 4,693 shares 4,693 $321K 0.15% -4,005 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: 5,540 shares; 2024Q4: 5,440 shares; 2025Q1: 4,841 shares; 2025Q2: 4,842 shares; 2025Q3: 4,843 shares; 2025Q4: 4,368 shares; 2026Q1: 4,269 shares; 2026Q2: 4,270 shares 4,270 $320K 0.15% +1 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $315K 0.15% 0 Timeline KNCT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,466 shares; 2026Q2: 1,466 shares 1,466 $309K 0.15% 0 Timeline RSPN 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: 4,715 shares; 2024Q4: 4,715 shares; 2025Q1: 4,715 shares; 2025Q2: 4,715 shares; 2025Q3: 4,715 shares; 2025Q4: 4,715 shares; 2026Q1: 4,715 shares; 2026Q2: 4,715 shares 4,715 $302K 0.14% 0 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: 12,865 shares; 2024Q4: 12,917 shares; 2025Q1: 13,051 shares; 2025Q2: 12,896 shares; 2025Q3: 12,957 shares; 2025Q4: 12,522 shares; 2026Q1: 12,581 shares; 2026Q2: 12,394 shares 12,394 $298K 0.14% -187 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: 1,390 shares; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,341 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares; 2026Q2: 1,183 shares 1,183 $298K 0.14% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,187 shares; 2024Q4: 4,220 shares; 2025Q1: 4,254 shares; 2025Q2: 4,288 shares; 2025Q3: 4,249 shares; 2025Q4: 4,280 shares; 2026Q1: 4,312 shares; 2026Q2: 4,340 shares 4,340 $296K 0.14% +28 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,620 shares; 2024Q4: 7,601 shares; 2025Q1: 7,438 shares; 2025Q2: 6,778 shares; 2025Q3: 7,005 shares; 2025Q4: 7,038 shares; 2026Q1: 7,283 shares; 2026Q2: 6,877 shares 6,877 $291K 0.14% -406 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,057 shares; 2024Q4: not reported; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 1,057 shares; 2026Q2: 1,057 shares 1,057 $287K 0.14% 0 Timeline DFAI 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: 6,537 shares; 2025Q4: 6,537 shares; 2026Q1: 6,793 shares; 2026Q2: 6,795 shares 6,795 $280K 0.13% +2 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,812 shares; 2024Q4: 4,833 shares; 2025Q1: 4,852 shares; 2025Q2: 4,871 shares; 2025Q3: 4,892 shares; 2025Q4: 4,914 shares; 2026Q1: 4,935 shares; 2026Q2: 4,958 shares 4,958 $275K 0.13% +23 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,667 shares; 2024Q4: 1,617 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares; 2026Q1: 1,467 shares; 2026Q2: 1,467 shares 1,467 $273K 0.13% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 2,302 shares; 2025Q1: 2,293 shares; 2025Q2: 825 shares; 2025Q3: 2,087 shares; 2025Q4: 2,078 shares; 2026Q1: 828 shares; 2026Q2: 3,313 shares 3,313 $267K 0.13% +2,485 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares; 2026Q2: 1,560 shares 1,560 $264K 0.12% -60 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,927 shares; 2024Q4: 11,080 shares; 2025Q1: 11,248 shares; 2025Q2: 11,445 shares; 2025Q3: 11,639 shares; 2025Q4: 11,845 shares; 2026Q1: 12,057 shares; 2026Q2: 12,254 shares 12,254 $262K 0.12% +197 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: not reported; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: not reported; 2026Q2: 4,200 shares 4,200 $262K 0.12% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,524 shares 1,524 $260K 0.12% new Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,630 shares 45,630 $256K 0.12% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 638 shares; 2025Q4: 641 shares; 2026Q1: not reported; 2026Q2: 677 shares 677 $256K 0.12% new Timeline BUG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,681 shares 6,681 $255K 0.12% new Timeline DFAE 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: 14,413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,192 shares; 2026Q2: 6,192 shares 6,192 $249K 0.12% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $245K 0.12% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,481 shares; 2024Q4: not reported; 2025Q1: 1,490 shares; 2025Q2: 1,495 shares; 2025Q3: 1,500 shares; 2025Q4: 1,504 shares; 2026Q1: 1,509 shares; 2026Q2: 1,513 shares 1,513 $242K 0.11% +4 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,256 shares; 2024Q4: not reported; 2025Q1: 1,968 shares; 2025Q2: not reported; 2025Q3: 5,264 shares; 2025Q4: 2,398 shares; 2026Q1: 2,398 shares; 2026Q2: 2,326 shares 2,326 $242K 0.11% -72 Timeline RSPG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,035 shares; 2026Q2: 2,461 shares 2,461 $241K 0.11% +426 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: 1,739 shares; 2024Q4: not reported; 2025Q1: 1,758 shares; 2025Q2: 1,771 shares; 2025Q3: 1,782 shares; 2025Q4: 1,738 shares; 2026Q1: 1,759 shares; 2026Q2: 1,772 shares 1,772 $240K 0.11% +13 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,290 shares; 2026Q2: 3,290 shares 3,290 $230K 0.11% 0 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: 3,450 shares; 2024Q4: 3,472 shares; 2025Q1: 3,448 shares; 2025Q2: 3,473 shares; 2025Q3: 3,431 shares; 2025Q4: 2,877 shares; 2026Q1: 3,742 shares; 2026Q2: 2,820 shares 2,820 $229K 0.11% -922 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: 612 shares; 2024Q4: 612 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 614 shares; 2026Q1: 635 shares; 2026Q2: 636 shares 636 $224K 0.11% +1 Timeline PGF 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: 13,157 shares; 2024Q4: 13,232 shares; 2025Q1: 13,299 shares; 2025Q2: 12,974 shares; 2025Q3: not reported; 2025Q4: 11,795 shares; 2026Q1: 16,348 shares; 2026Q2: 16,277 shares 16,277 $223K 0.11% -71 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,328 shares; 2024Q4: 4,729 shares; 2025Q1: not reported; 2025Q2: 4,054 shares; 2025Q3: 4,079 shares; 2025Q4: 4,079 shares; 2026Q1: 3,582 shares; 2026Q2: 3,584 shares 3,584 $223K 0.11% +2 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN 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: 685 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 692 shares 692 $218K 0.1% 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; 2024Q3: 10,995 shares; 2024Q4: 11,038 shares; 2025Q1: 11,092 shares; 2025Q2: 10,931 shares; 2025Q3: 10,671 shares; 2025Q4: 10,724 shares; 2026Q1: 10,776 shares; 2026Q2: 10,395 shares 10,395 $215K 0.1% -381 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,104 shares; 2026Q1: 1,104 shares; 2026Q2: 1,104 shares 1,104 $209K 0.1% 0 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: 2,149 shares; 2024Q4: 1,674 shares; 2025Q1: 1,599 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,299 shares; 2026Q1: 1,299 shares; 2026Q2: 1,099 shares 1,099 $209K 0.1% -200 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: 948 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948 $209K 0.1% 0 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; 2024Q3: 12,481 shares; 2024Q4: 12,181 shares; 2025Q1: 11,731 shares; 2025Q2: 11,731 shares; 2025Q3: 11,731 shares; 2025Q4: 11,281 shares; 2026Q1: 11,677 shares; 2026Q2: 11,677 shares 11,677 $209K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,952 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,518 shares 1,518 $209K 0.1% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 588 shares 588 $208K 0.1% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 2,848 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,848 shares 2,848 $206K 0.1% new Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,151 shares; 2025Q2: 19,165 shares; 2025Q3: 19,178 shares; 2025Q4: 19,190 shares; 2026Q1: 19,202 shares; 2026Q2: 13,208 shares 13,208 $197K 0.09% -5,994 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,338 shares; 2024Q4: 25,608 shares; 2025Q1: not reported; 2025Q2: 26,055 shares; 2025Q3: not reported; 2025Q4: 26,578 shares; 2026Q1: 26,857 shares; 2026Q2: 27,163 shares 27,163 $175K 0.08% +306 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,027 shares; 2024Q4: 17,231 shares; 2025Q1: 17,389 shares; 2025Q2: 17,609 shares; 2025Q3: not reported; 2025Q4: 18,030 shares; 2026Q1: 18,255 shares; 2026Q2: 18,502 shares 18,502 $114K 0.05% +247 Timeline