IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 314,176 shares; 2025Q2: 361,985 shares; 2025Q3: 1,178,521 shares 1,178,521 $26.5M 9.21% +816,536 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 256,481 shares; 2024Q2: 276,469 shares; 2024Q3: 723,132 shares; 2024Q4: 748,091 shares; 2025Q1: 643,420 shares; 2025Q2: 659,808 shares; 2025Q3: 667,870 shares 667,870 $22.6M 7.86% +8,062 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 82,027 shares; 2024Q1: 100,863 shares; 2024Q2: 109,558 shares; 2024Q3: 120,940 shares; 2024Q4: 131,278 shares; 2025Q1: 135,615 shares; 2025Q2: 139,695 shares; 2025Q3: 142,417 shares 142,417 $16.8M 5.82% +2,722 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; 2023Q4: 79,037 shares; 2024Q1: 81,867 shares; 2024Q2: 85,744 shares; 2024Q3: 91,998 shares; 2024Q4: 96,312 shares; 2025Q1: 80,398 shares; 2025Q2: 81,641 shares; 2025Q3: 83,774 shares 83,774 $15.6M 5.4% +2,133 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 278,961 shares; 2025Q2: 287,787 shares; 2025Q3: 298,749 shares 298,749 $13.9M 4.81% +10,962 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 60,410 shares; 2024Q1: 67,512 shares; 2024Q2: 71,921 shares; 2024Q3: 231,654 shares; 2024Q4: 243,742 shares; 2025Q1: 414,778 shares; 2025Q2: 431,559 shares; 2025Q3: 458,722 shares 458,722 $12.3M 4.26% +27,163 Timeline SPDW 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; 2023Q4: 191,269 shares; 2024Q1: 193,158 shares; 2024Q2: 204,067 shares; 2024Q3: 227,053 shares; 2024Q4: 244,235 shares; 2025Q1: 262,220 shares; 2025Q2: 269,316 shares; 2025Q3: 278,664 shares 278,664 $12.1M 4.21% +9,348 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 99,020 shares; 2024Q1: 80,283 shares; 2024Q2: 85,559 shares; 2024Q3: 91,229 shares; 2024Q4: 95,484 shares; 2025Q1: 97,323 shares; 2025Q2: 99,853 shares; 2025Q3: 102,330 shares 102,330 $11.1M 3.84% +2,477 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 52,286 shares; 2024Q1: 52,607 shares; 2024Q2: 56,603 shares; 2024Q3: 65,833 shares; 2024Q4: 71,743 shares; 2025Q1: 86,689 shares; 2025Q2: 89,673 shares; 2025Q3: 94,155 shares 94,155 $10.9M 3.78% +4,482 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 169,027 shares; 2024Q2: 183,266 shares; 2024Q3: 199,135 shares; 2024Q4: 210,771 shares; 2025Q1: 220,613 shares; 2025Q2: 226,782 shares; 2025Q3: 237,737 shares 237,737 $10.7M 3.7% +10,955 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26,784 shares; 2024Q1: 29,627 shares; 2024Q2: 31,564 shares; 2024Q3: 34,782 shares; 2024Q4: 36,341 shares; 2025Q1: 40,511 shares; 2025Q2: 41,471 shares; 2025Q3: 41,467 shares 41,467 $10.3M 3.58% -4 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 133,204 shares; 2024Q2: 146,622 shares; 2024Q3: 171,230 shares; 2024Q4: 186,101 shares; 2025Q1: 180,847 shares; 2025Q2: 187,223 shares; 2025Q3: 192,080 shares 192,080 $9.06M 3.15% +4,857 Timeline CIBR 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; 2023Q4: 80,871 shares; 2024Q1: 83,204 shares; 2024Q2: 89,863 shares; 2024Q3: 101,473 shares; 2024Q4: 105,465 shares; 2025Q1: 109,785 shares; 2025Q2: 111,837 shares; 2025Q3: 114,079 shares 114,079 $8.82M 3.06% +2,242 Timeline XMLV 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; 2023Q4: 98,250 shares; 2024Q1: 105,950 shares; 2024Q2: 110,735 shares; 2024Q3: 120,459 shares; 2024Q4: 124,478 shares; 2025Q1: 122,146 shares; 2025Q2: 124,851 shares; 2025Q3: 128,079 shares 128,079 $7.92M 2.75% +3,228 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 98,767 shares; 2024Q1: 114,246 shares; 2024Q2: 121,164 shares; 2024Q3: 136,101 shares; 2024Q4: 143,056 shares; 2025Q1: 147,187 shares; 2025Q2: 150,294 shares; 2025Q3: 154,849 shares 154,849 $7.91M 2.75% +4,555 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 51,371 shares; 2024Q4: 56,167 shares; 2025Q1: 71,100 shares; 2025Q2: 73,385 shares; 2025Q3: 76,012 shares 76,012 $6.98M 2.42% +2,627 Timeline SPEM 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; 2023Q4: 60,504 shares; 2024Q1: 104,366 shares; 2024Q2: 114,065 shares; 2024Q3: 134,034 shares; 2024Q4: 142,746 shares; 2025Q1: 129,341 shares; 2025Q2: 132,714 shares; 2025Q3: 134,409 shares 134,409 $6.4M 2.22% +1,695 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,620 shares; 2024Q1: 18,027 shares; 2024Q2: 18,036 shares; 2024Q3: 17,941 shares; 2024Q4: 17,652 shares; 2025Q1: 17,247 shares; 2025Q2: 17,753 shares; 2025Q3: 17,904 shares 17,904 $4.84M 1.68% +151 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,719 shares; 2025Q2: 17,222 shares; 2025Q3: 17,744 shares 17,744 $4.8M 1.67% +522 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,156 shares; 2025Q2: 47,674 shares; 2025Q3: 51,751 shares 51,751 $4.56M 1.58% +4,077 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 62,623 shares; 2024Q4: 66,771 shares; 2025Q1: 68,082 shares; 2025Q2: 68,938 shares; 2025Q3: 76,129 shares 76,129 $3.86M 1.34% +7,191 Timeline XLB 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; 2023Q4: 29,885 shares; 2024Q1: 31,760 shares; 2024Q2: 33,266 shares; 2024Q3: 36,588 shares; 2024Q4: 39,337 shares; 2025Q1: 38,931 shares; 2025Q2: 40,251 shares; 2025Q3: 43,159 shares 43,159 $3.7M 1.28% +2,908 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 54,897 shares; 2024Q1: 55,566 shares; 2024Q2: 56,031 shares; 2024Q3: 62,763 shares; 2024Q4: 65,621 shares; 2025Q1: 65,139 shares; 2025Q2: 66,303 shares; 2025Q3: 68,447 shares 68,447 $3.45M 1.2% +2,144 Timeline XLF 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,880 shares; 2025Q2: 56,387 shares; 2025Q3: 61,133 shares 61,133 $3.2M 1.11% +4,746 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,998 shares; 2024Q1: 5,739 shares; 2024Q2: 5,253 shares; 2024Q3: 5,303 shares; 2024Q4: 5,087 shares; 2025Q1: 5,051 shares; 2025Q2: 5,060 shares; 2025Q3: 5,789 shares 5,789 $3M 1.04% +729 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; 2023Q4: 7,258 shares; 2024Q1: 6,716 shares; 2024Q2: 6,755 shares; 2024Q3: 6,543 shares; 2024Q4: 6,297 shares; 2025Q1: 6,134 shares; 2025Q2: 6,139 shares; 2025Q3: 5,925 shares 5,925 $2.96M 1.03% -214 Timeline RSPM 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; 2023Q4: 107,616 shares; 2024Q1: 119,170 shares; 2024Q2: 125,026 shares; 2024Q3: 138,167 shares; 2024Q4: 139,321 shares; 2025Q1: 63,400 shares; 2025Q2: 62,553 shares; 2025Q3: 60,537 shares 60,537 $1.92M 0.67% -2,016 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; 2023Q4: 34,585 shares; 2024Q1: 32,543 shares; 2024Q2: 32,274 shares; 2024Q3: 31,613 shares; 2024Q4: 31,003 shares; 2025Q1: 30,955 shares; 2025Q2: 30,906 shares; 2025Q3: 30,750 shares 30,750 $1.88M 0.65% -156 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; 2023Q4: 6,262 shares; 2024Q1: 6,083 shares; 2024Q2: 5,988 shares; 2024Q3: 5,981 shares; 2024Q4: 6,047 shares; 2025Q1: 5,964 shares; 2025Q2: 5,898 shares; 2025Q3: 5,898 shares 5,898 $1.81M 0.63% 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; 2023Q4: 4,745 shares; 2024Q1: 4,764 shares; 2024Q2: 4,764 shares; 2024Q3: 4,861 shares; 2024Q4: 5,220 shares; 2025Q1: 5,320 shares; 2025Q2: 5,938 shares; 2025Q3: 6,290 shares 6,290 $1.54M 0.53% +352 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; 2023Q4: 505 shares; 2024Q1: 547 shares; 2024Q2: 626 shares; 2024Q3: 768 shares; 2024Q4: 1,503 shares; 2025Q1: 1,550 shares; 2025Q2: 2,453 shares; 2025Q3: 2,412 shares 2,412 $1.51M 0.53% -41 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; 2023Q4: 112,285 shares; 2024Q1: 110,167 shares; 2024Q2: 115,907 shares; 2024Q3: 124,247 shares; 2024Q4: 128,609 shares; 2025Q1: 30,197 shares; 2025Q2: 29,595 shares; 2025Q3: 28,269 shares 28,269 $1.29M 0.45% -1,326 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,910 shares; 2024Q1: 1,720 shares; 2024Q2: 1,720 shares; 2024Q3: 1,548 shares; 2024Q4: 1,620 shares; 2025Q1: 1,614 shares; 2025Q2: 1,726 shares; 2025Q3: 1,705 shares 1,705 $984K 0.34% -21 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; 2023Q4: 1,253 shares; 2024Q1: 1,168 shares; 2024Q2: 1,118 shares; 2024Q3: 1,109 shares; 2024Q4: 1,062 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares 1,060 $966K 0.34% 0 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; 2023Q4: 19,592 shares; 2024Q1: 19,411 shares; 2024Q2: 19,411 shares; 2024Q3: 18,944 shares; 2024Q4: 18,774 shares; 2025Q1: 17,742 shares; 2025Q2: 17,703 shares; 2025Q3: 17,475 shares 17,475 $961K 0.33% -228 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 3,099 shares; 2024Q2: 3,093 shares; 2024Q3: 3,228 shares; 2024Q4: 3,250 shares; 2025Q1: 3,249 shares; 2025Q2: 2,810 shares; 2025Q3: 2,978 shares 2,978 $837K 0.29% +168 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,511 shares; 2024Q1: 6,612 shares; 2024Q2: 5,588 shares; 2024Q3: 5,589 shares; 2024Q4: 5,591 shares; 2025Q1: 5,432 shares; 2025Q2: 5,434 shares; 2025Q3: 5,516 shares 5,516 $806K 0.28% +82 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; 2023Q4: 1,994 shares; 2024Q1: 2,552 shares; 2024Q2: 2,585 shares; 2024Q3: 2,582 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,575 shares 2,575 $801K 0.28% +35 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; 2023Q4: 2,104 shares; 2024Q1: 2,445 shares; 2024Q2: 2,470 shares; 2024Q3: 2,470 shares; 2024Q4: 2,470 shares; 2025Q1: 2,465 shares; 2025Q2: 2,631 shares; 2025Q3: 2,618 shares 2,618 $787K 0.27% -13 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,969 shares; 2024Q1: 3,933 shares; 2024Q2: 3,952 shares; 2024Q3: 3,952 shares; 2024Q4: 3,952 shares; 2025Q1: 3,952 shares; 2025Q2: 3,952 shares; 2025Q3: 4,385 shares 4,385 $783K 0.27% +433 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; 2023Q4: 740 shares; 2024Q1: 981 shares; 2024Q2: 989 shares; 2024Q3: 986 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 1,083 shares; 2025Q3: 1,126 shares 1,126 $730K 0.25% +43 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; 2023Q4: 2,534 shares; 2024Q1: 2,412 shares; 2024Q2: 1,516 shares; 2024Q3: 1,516 shares; 2024Q4: 1,524 shares; 2025Q1: 1,512 shares; 2025Q2: 1,506 shares; 2025Q3: 1,438 shares 1,438 $687K 0.24% -68 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,104 shares; 2024Q1: 2,037 shares; 2024Q2: 1,796 shares; 2024Q3: 1,751 shares; 2024Q4: 1,763 shares; 2025Q1: 1,742 shares; 2025Q2: 1,747 shares; 2025Q3: 1,823 shares 1,823 $621K 0.22% +76 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 2,187 shares; 2024Q2: 2,187 shares; 2024Q3: 2,187 shares; 2024Q4: 2,162 shares; 2025Q1: 2,162 shares; 2025Q2: 2,131 shares; 2025Q3: 2,146 shares 2,146 $605K 0.21% +15 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; 2023Q4: 3,706 shares; 2024Q1: 3,631 shares; 2024Q2: 3,631 shares; 2024Q3: 3,614 shares; 2024Q4: 3,614 shares; 2025Q1: 4,179 shares; 2025Q2: 4,179 shares; 2025Q3: 4,179 shares 4,179 $587K 0.2% 0 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; 2023Q4: 2,118 shares; 2024Q1: 2,019 shares; 2024Q2: 2,019 shares; 2024Q3: 1,975 shares; 2024Q4: 2,019 shares; 2025Q1: 1,659 shares; 2025Q2: 1,126 shares; 2025Q3: 2,135 shares 2,135 $556K 0.19% +1,009 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,503 shares; 2024Q1: 7,625 shares; 2024Q2: 7,461 shares; 2024Q3: 7,911 shares; 2024Q4: 7,911 shares; 2025Q1: 15,021 shares; 2025Q2: 15,021 shares; 2025Q3: 15,021 shares 15,021 $541K 0.19% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,896 shares; 2024Q1: 9,168 shares; 2024Q2: 9,187 shares; 2024Q3: 9,272 shares; 2024Q4: 9,264 shares; 2025Q1: 9,092 shares; 2025Q2: 9,093 shares; 2025Q3: 9,959 shares 9,959 $532K 0.18% +866 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,992 shares; 2024Q1: 2,415 shares; 2024Q2: 2,427 shares; 2024Q3: 2,232 shares; 2024Q4: 2,232 shares; 2025Q1: 2,207 shares; 2025Q2: 2,207 shares; 2025Q3: 2,783 shares 2,783 $526K 0.18% +576 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 662 shares; 2024Q1: 638 shares; 2024Q2: 649 shares; 2024Q3: 649 shares; 2024Q4: 801 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares 758 $519K 0.18% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 9,215 shares; 2024Q2: 9,215 shares; 2024Q3: 9,215 shares; 2024Q4: 10,175 shares; 2025Q1: 10,175 shares; 2025Q2: 11,449 shares; 2025Q3: 11,924 shares 11,924 $509K 0.18% +475 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 140 shares; 2024Q3: 1,289 shares; 2024Q4: 1,303 shares; 2025Q1: 1,291 shares; 2025Q2: 1,272 shares; 2025Q3: 1,305 shares 1,305 $482K 0.17% +33 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,827 shares; 2024Q1: 5,827 shares; 2024Q2: 4,377 shares; 2024Q3: 4,377 shares; 2024Q4: 4,377 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 3,878 shares 3,878 $480K 0.17% -122 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,743 shares; 2024Q1: 1,744 shares; 2024Q2: 1,748 shares; 2024Q3: 1,710 shares; 2024Q4: 1,694 shares; 2025Q1: 1,696 shares; 2025Q2: 1,697 shares; 2025Q3: 1,586 shares 1,586 $473K 0.16% -111 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; 2023Q4: 2,850 shares; 2024Q1: 2,850 shares; 2024Q2: 2,790 shares; 2024Q3: 2,790 shares; 2024Q4: 2,790 shares; 2025Q1: 2,790 shares; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares 2,790 $450K 0.16% 0 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; 2023Q4: 2,371 shares; 2024Q1: 2,387 shares; 2024Q2: 2,197 shares; 2024Q3: 2,165 shares; 2024Q4: 2,165 shares; 2025Q1: 2,166 shares; 2025Q2: 2,167 shares; 2025Q3: 1,996 shares 1,996 $440K 0.15% -171 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; 2023Q4: 1,674 shares; 2024Q1: 1,494 shares; 2024Q2: 1,494 shares; 2024Q3: 1,494 shares; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares 1,494 $436K 0.15% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,668 shares; 2025Q1: not reported; 2025Q2: 2,713 shares; 2025Q3: 2,711 shares 2,711 $427K 0.15% -2 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,689 shares; 2024Q2: 1,664 shares; 2024Q3: 1,660 shares; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares 1,647 $420K 0.15% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,644 shares 3,644 $417K 0.14% new 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; 2023Q4: 2,275 shares; 2024Q1: 2,076 shares; 2024Q2: 2,076 shares; 2024Q3: 2,038 shares; 2024Q4: 1,953 shares; 2025Q1: 1,953 shares; 2025Q2: 1,953 shares; 2025Q3: 1,931 shares 1,931 $416K 0.14% -22 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,275 shares; 2024Q1: 2,292 shares; 2024Q2: 2,266 shares; 2024Q3: 2,266 shares; 2024Q4: 2,126 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares 2,054 $414K 0.14% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,735 shares; 2024Q1: 1,798 shares; 2024Q2: 1,798 shares; 2024Q3: 1,795 shares; 2024Q4: 1,755 shares; 2025Q1: 1,753 shares; 2025Q2: 1,747 shares; 2025Q3: 1,877 shares 1,877 $409K 0.14% +130 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; 2023Q4: not reported; 2024Q1: 4,159 shares; 2024Q2: 4,159 shares; 2024Q3: 4,159 shares; 2024Q4: 4,159 shares; 2025Q1: 4,959 shares; 2025Q2: 5,396 shares; 2025Q3: 5,396 shares 5,396 $403K 0.14% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,761 shares; 2024Q1: 1,761 shares; 2024Q2: 1,761 shares; 2024Q3: 1,761 shares; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares 1,761 $380K 0.13% 0 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; 2023Q4: not reported; 2024Q1: 1,077 shares; 2024Q2: 1,058 shares; 2024Q3: 1,047 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares 1,045 $377K 0.13% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,777 shares; 2024Q1: 4,647 shares; 2024Q2: 4,647 shares; 2024Q3: 4,037 shares; 2024Q4: 4,037 shares; 2025Q1: 4,222 shares; 2025Q2: 4,222 shares; 2025Q3: 4,222 shares 4,222 $376K 0.13% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: 2,500 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,515 shares 2,515 $369K 0.13% +15 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 430 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 684 shares; 2025Q3: 666 shares 666 $368K 0.13% -18 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; 2023Q4: 5,013 shares; 2024Q1: 4,940 shares; 2024Q2: 4,864 shares; 2024Q3: 4,706 shares; 2024Q4: 4,706 shares; 2025Q1: 4,706 shares; 2025Q2: 4,706 shares; 2025Q3: 4,955 shares 4,955 $362K 0.13% +249 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,225 shares; 2024Q1: 1,776 shares; 2024Q2: 1,776 shares; 2024Q3: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: 1,721 shares; 2025Q2: 1,721 shares; 2025Q3: 1,726 shares 1,726 $356K 0.12% +5 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 414 shares; 2024Q2: 414 shares; 2024Q3: 414 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 426 shares 426 $346K 0.12% +12 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; 2023Q4: not reported; 2024Q1: 1,004 shares; 2024Q2: 1,208 shares; 2024Q3: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares 1,177 $342K 0.12% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,709 shares; 2024Q1: 3,449 shares; 2024Q2: 3,449 shares; 2024Q3: 3,217 shares; 2024Q4: 3,217 shares; 2025Q1: 4,190 shares; 2025Q2: 3,978 shares; 2025Q3: 3,978 shares 3,978 $332K 0.12% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,105 shares; 2024Q3: 1,958 shares; 2024Q4: 2,098 shares; 2025Q1: not reported; 2025Q2: 1,409 shares; 2025Q3: 1,571 shares 1,571 $318K 0.11% +162 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,960 shares; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,941 shares; 2025Q3: 2,938 shares 2,938 $317K 0.11% -3 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,086 shares; 2024Q1: 3,086 shares; 2024Q2: 3,086 shares; 2024Q3: 3,086 shares; 2024Q4: 3,086 shares; 2025Q1: 3,086 shares; 2025Q2: 3,086 shares; 2025Q3: 3,086 shares 3,086 $311K 0.11% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,250 shares; 2024Q1: 3,102 shares; 2024Q2: 3,102 shares; 2024Q3: 3,078 shares; 2024Q4: 2,080 shares; 2025Q1: 2,069 shares; 2025Q2: 2,069 shares; 2025Q3: 2,056 shares 2,056 $309K 0.11% -13 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,408 shares; 2024Q1: 2,584 shares; 2024Q2: 2,584 shares; 2024Q3: 2,584 shares; 2024Q4: 2,584 shares; 2025Q1: 2,584 shares; 2025Q2: 2,584 shares; 2025Q3: 2,584 shares 2,584 $297K 0.1% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 3,275 shares; 2024Q2: 3,275 shares; 2024Q3: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares 3,275 $292K 0.1% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,585 shares; 2025Q1: not reported; 2025Q2: 3,015 shares; 2025Q3: 3,015 shares 3,015 $289K 0.1% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 854 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 854 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares 854 $288K 0.1% 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; 2023Q4: 1,491 shares; 2024Q1: 1,450 shares; 2024Q2: 1,450 shares; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares 1,441 $288K 0.1% 0 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; 2023Q4: 11,388 shares; 2024Q1: 10,988 shares; 2024Q2: 10,947 shares; 2024Q3: 10,894 shares; 2024Q4: 11,217 shares; 2025Q1: 11,091 shares; 2025Q2: 10,536 shares; 2025Q3: 11,445 shares 11,445 $283K 0.1% +909 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares 1,275 $281K 0.1% 0 Timeline VOOG 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 615 shares; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares 615 $277K 0.1% 0 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; 2023Q4: 691 shares; 2024Q1: 711 shares; 2024Q2: 705 shares; 2024Q3: 699 shares; 2024Q4: 696 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 710 shares 710 $270K 0.09% +35 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; 2023Q4: 2,820 shares; 2024Q1: 2,487 shares; 2024Q2: 2,500 shares; 2024Q3: 2,154 shares; 2024Q4: 2,154 shares; 2025Q1: 2,154 shares; 2025Q2: 2,154 shares; 2025Q3: 2,154 shares 2,154 $268K 0.09% 0 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; 2023Q4: not reported; 2024Q1: 934 shares; 2024Q2: 929 shares; 2024Q3: 953 shares; 2024Q4: 953 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 870 shares 870 $264K 0.09% -20 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 244 shares 244 $264K 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; 2023Q4: not reported; 2024Q1: 2,617 shares; 2024Q2: 2,844 shares; 2024Q3: 2,846 shares; 2024Q4: 2,848 shares; 2025Q1: 2,850 shares; 2025Q2: 2,852 shares; 2025Q3: 2,440 shares 2,440 $262K 0.09% -412 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,619 shares 12,619 $258K 0.09% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,382 shares; 2025Q2: 3,382 shares; 2025Q3: 3,382 shares 3,382 $255K 0.09% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321 shares; 2025Q3: 321 shares 321 $255K 0.09% 0 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; 2023Q4: not reported; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $254K 0.09% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 548 shares; 2024Q1: 539 shares; 2024Q2: not reported; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares 532 $246K 0.09% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 665 shares 665 $245K 0.08% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,447 shares 5,447 $243K 0.08% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,785 shares; 2024Q4: 1,782 shares; 2025Q1: 1,738 shares; 2025Q2: 1,736 shares; 2025Q3: 1,734 shares 1,734 $243K 0.08% -2 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,614 shares; 2024Q1: 7,614 shares; 2024Q2: 7,660 shares; 2024Q3: 4,924 shares; 2024Q4: 4,924 shares; 2025Q1: 5,364 shares; 2025Q2: 5,364 shares; 2025Q3: 5,364 shares 5,364 $237K 0.08% 0 Timeline VOOV 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; 2023Q4: not reported; 2024Q1: 1,175 shares; 2024Q2: 1,175 shares; 2024Q3: 1,175 shares; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 1,292 shares; 2025Q3: 1,175 shares 1,175 $237K 0.08% -117 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; 2023Q4: 2,316 shares; 2024Q1: 2,241 shares; 2024Q2: 1,881 shares; 2024Q3: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: 1,797 shares; 2025Q2: 1,714 shares; 2025Q3: 1,714 shares 1,714 $237K 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; 2023Q4: 1,409 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,359 shares; 2025Q3: 1,359 shares 1,359 $234K 0.08% 0 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; 2023Q4: 2,597 shares; 2024Q1: 2,649 shares; 2024Q2: 2,658 shares; 2024Q3: 2,644 shares; 2024Q4: 2,763 shares; 2025Q1: 2,763 shares; 2025Q2: 2,763 shares; 2025Q3: 2,718 shares 2,718 $234K 0.08% -45 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,235 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,307 shares 2,307 $233K 0.08% -153 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,403 shares; 2024Q1: 2,403 shares; 2024Q2: 2,403 shares; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,168 shares 2,168 $233K 0.08% -142 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,234 shares 5,234 $232K 0.08% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,601 shares; 2024Q4: 2,601 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,851 shares 2,851 $228K 0.08% +250 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,053 shares; 2024Q4: 1,052 shares; 2025Q1: 1,051 shares; 2025Q2: 1,050 shares; 2025Q3: 1,072 shares 1,072 $225K 0.08% +22 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,741 shares; 2025Q2: 6,741 shares; 2025Q3: 6,741 shares 6,741 $221K 0.08% 0 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,317 shares; 2024Q1: 6,713 shares; 2024Q2: 6,713 shares; 2024Q3: 6,825 shares; 2024Q4: 6,825 shares; 2025Q1: 5,952 shares; 2025Q2: 5,423 shares; 2025Q3: 5,252 shares 5,252 $220K 0.08% -171 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares 631 $218K 0.08% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares 4,175 $216K 0.08% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,114 shares 2,114 $213K 0.07% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,678 shares 1,678 $209K 0.07% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,190 shares 1,190 $207K 0.07% new 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; 2023Q4: 4,302 shares; 2024Q1: 3,494 shares; 2024Q2: 3,037 shares; 2024Q3: 2,583 shares; 2024Q4: 2,614 shares; 2025Q1: 2,604 shares; 2025Q2: 2,604 shares; 2025Q3: 2,604 shares 2,604 $206K 0.07% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,989 shares; 2024Q1: not reported; 2024Q2: 1,697 shares; 2024Q3: 1,615 shares; 2024Q4: 1,562 shares; 2025Q1: not reported; 2025Q2: 1,529 shares; 2025Q3: 1,365 shares 1,365 $204K 0.07% -164 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; 2023Q4: 6,978 shares; 2024Q1: 6,019 shares; 2024Q2: 6,040 shares; 2024Q3: 6,065 shares; 2024Q4: 5,716 shares; 2025Q1: 5,720 shares; 2025Q2: 5,723 shares; 2025Q3: 5,116 shares 5,116 $203K 0.07% -607 Timeline