IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,145 shares; 2024Q4: 27,961 shares; 2025Q1: 27,357 shares; 2025Q2: 26,633 shares; 2025Q3: 24,667 shares; 2025Q4: 24,146 shares; 2026Q1: 24,278 shares; 2026Q2: 26,649 shares 26,649 $20M 10.26% +2,371 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 584,655 shares; 2024Q4: 590,905 shares; 2025Q1: 569,762 shares; 2025Q2: 566,234 shares; 2025Q3: 461,266 shares; 2025Q4: 436,575 shares; 2026Q1: 443,618 shares; 2026Q2: 443,563 shares 443,563 $17M 8.76% -55 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: 98,364 shares; 2024Q4: 97,637 shares; 2025Q1: 99,509 shares; 2025Q2: 97,926 shares; 2025Q3: 88,637 shares; 2025Q4: 87,282 shares; 2026Q1: 85,215 shares; 2026Q2: 93,540 shares 93,540 $12.9M 6.61% +8,325 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: 152,256 shares; 2024Q4: 146,311 shares; 2025Q1: 145,975 shares; 2025Q2: 135,538 shares; 2025Q3: 129,797 shares; 2025Q4: 127,671 shares; 2026Q1: 124,912 shares; 2026Q2: 131,933 shares 131,933 $10.2M 5.23% +7,021 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: 12,124 shares; 2024Q4: 11,347 shares; 2025Q1: 10,742 shares; 2025Q2: 10,472 shares; 2025Q3: 10,325 shares; 2025Q4: 10,320 shares; 2026Q1: 9,973 shares; 2026Q2: 10,117 shares 10,117 $7.56M 3.88% +144 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,483 shares; 2024Q4: 13,393 shares; 2025Q1: 13,018 shares; 2025Q2: 12,998 shares; 2025Q3: 12,838 shares; 2025Q4: 12,838 shares; 2026Q1: 15,281 shares; 2026Q2: 15,071 shares 15,071 $6.17M 3.17% -210 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: 27,144 shares; 2024Q4: 27,049 shares; 2025Q1: 23,184 shares; 2025Q2: 24,461 shares; 2025Q3: 22,412 shares; 2025Q4: 22,137 shares; 2026Q1: 21,587 shares; 2026Q2: 25,928 shares 25,928 $5.89M 3.03% +4,341 Timeline VGIT 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: 86,636 shares; 2024Q4: 88,382 shares; 2025Q1: 87,673 shares; 2025Q2: 102,861 shares; 2025Q3: 101,318 shares; 2025Q4: 97,620 shares; 2026Q1: 97,581 shares; 2026Q2: 95,094 shares 95,094 $5.61M 2.88% -2,487 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: 32,924 shares; 2024Q4: 27,090 shares; 2025Q1: 19,029 shares; 2025Q2: 18,412 shares; 2025Q3: 18,309 shares; 2025Q4: 18,959 shares; 2026Q1: 18,035 shares; 2026Q2: 19,067 shares 19,067 $5.52M 2.84% +1,032 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: 47,808 shares; 2024Q4: 44,587 shares; 2025Q1: 43,097 shares; 2025Q2: 39,174 shares; 2025Q3: 37,990 shares; 2025Q4: 37,485 shares; 2026Q1: 35,329 shares; 2026Q2: 34,931 shares 34,931 $5.18M 2.66% -398 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,224 shares; 2024Q4: 37,072 shares; 2025Q1: 37,316 shares; 2025Q2: 43,181 shares; 2025Q3: 42,400 shares; 2025Q4: 40,829 shares; 2026Q1: 41,606 shares; 2026Q2: 62,034 shares 62,034 $5.09M 2.62% +20,428 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,972 shares; 2024Q4: 93,668 shares; 2025Q1: 93,262 shares; 2025Q2: 81,800 shares; 2025Q3: 79,991 shares; 2025Q4: 77,133 shares; 2026Q1: 77,163 shares; 2026Q2: 89,259 shares 89,259 $4.75M 2.44% +12,096 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,181 shares; 2024Q4: 77,832 shares; 2025Q1: 77,110 shares; 2025Q2: 78,492 shares; 2025Q3: 77,368 shares; 2025Q4: 74,571 shares; 2026Q1: 75,466 shares; 2026Q2: 88,527 shares 88,527 $4.27M 2.2% +13,061 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: 26,468 shares; 2024Q4: 24,854 shares; 2025Q1: 23,629 shares; 2025Q2: 23,634 shares; 2025Q3: 23,716 shares; 2025Q4: 23,757 shares; 2026Q1: 23,643 shares; 2026Q2: 23,937 shares 23,937 $3.97M 2.04% +294 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,324 shares; 2024Q4: 57,658 shares; 2025Q1: 56,785 shares; 2025Q2: 61,576 shares; 2025Q3: 56,289 shares; 2025Q4: 54,447 shares; 2026Q1: 45,708 shares; 2026Q2: 55,221 shares 55,221 $3.93M 2.02% +9,513 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: 12,384 shares; 2024Q4: 10,439 shares; 2025Q1: 9,943 shares; 2025Q2: 9,868 shares; 2025Q3: 13,018 shares; 2025Q4: 12,268 shares; 2026Q1: 11,745 shares; 2026Q2: 11,909 shares 11,909 $3.9M 2% +164 Timeline DFIV 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: 32,417 shares; 2025Q2: 38,995 shares; 2025Q3: 35,603 shares; 2025Q4: 34,746 shares; 2026Q1: 42,444 shares; 2026Q2: 56,160 shares 56,160 $3.03M 1.56% +13,716 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,585 shares; 2025Q3: 6,585 shares; 2025Q4: 2,437 shares; 2026Q1: 2,437 shares; 2026Q2: 2,437 shares 2,437 $2.81M 1.45% 0 Timeline DIVB 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: 32,602 shares; 2025Q3: 31,547 shares; 2025Q4: 30,711 shares; 2026Q1: 31,670 shares; 2026Q2: 42,360 shares 42,360 $2.61M 1.34% +10,690 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: 23,784 shares; 2024Q4: 16,564 shares; 2025Q1: 9,112 shares; 2025Q2: 14,205 shares; 2025Q3: 13,534 shares; 2025Q4: 11,289 shares; 2026Q1: 11,366 shares; 2026Q2: 12,970 shares 12,970 $2.6M 1.33% +1,604 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,966 shares; 2026Q1: 73,985 shares; 2026Q2: 94,036 shares 94,036 $2.49M 1.28% +20,051 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: 9,556 shares; 2024Q4: 7,445 shares; 2025Q1: 6,031 shares; 2025Q2: 5,902 shares; 2025Q3: 5,886 shares; 2025Q4: 5,965 shares; 2026Q1: 5,598 shares; 2026Q2: 6,160 shares 6,160 $2.3M 1.18% +562 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: 11,021 shares; 2024Q4: 8,373 shares; 2025Q1: 8,127 shares; 2025Q2: 8,133 shares; 2025Q3: 8,165 shares; 2025Q4: 8,318 shares; 2026Q1: 8,185 shares; 2026Q2: 9,137 shares 9,137 $2.18M 1.12% +952 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,734 shares; 2024Q4: 22,483 shares; 2025Q1: 22,384 shares; 2025Q2: 19,195 shares; 2025Q3: 18,992 shares; 2025Q4: 18,973 shares; 2026Q1: 19,143 shares; 2026Q2: 18,962 shares 18,962 $2.09M 1.08% -181 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: 19,849 shares; 2024Q4: 18,109 shares; 2025Q1: 17,064 shares; 2025Q2: 16,978 shares; 2025Q3: 16,828 shares; 2025Q4: 16,802 shares; 2026Q1: 16,430 shares; 2026Q2: 14,187 shares 14,187 $2.08M 1.07% -2,243 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: 18,407 shares; 2024Q4: 16,198 shares; 2025Q1: 15,161 shares; 2025Q2: 14,919 shares; 2025Q3: 14,922 shares; 2025Q4: 14,993 shares; 2026Q1: 14,448 shares; 2026Q2: 14,227 shares 14,227 $1.95M 1% -221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,825 shares; 2026Q2: 32,116 shares 32,116 $1.92M 0.99% +3,291 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,184 shares; 2024Q4: 3,443 shares; 2025Q1: 3,331 shares; 2025Q2: 3,365 shares; 2025Q3: 3,213 shares; 2025Q4: 3,256 shares; 2026Q1: 3,190 shares; 2026Q2: 3,287 shares 3,287 $1.85M 0.95% +97 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 24,172 shares; 2026Q2: 36,953 shares 36,953 $1.78M 0.92% +12,781 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: 6,403 shares; 2024Q4: 6,336 shares; 2025Q1: 6,300 shares; 2025Q2: 6,050 shares; 2025Q3: 5,900 shares; 2025Q4: 5,890 shares; 2026Q1: 5,850 shares; 2026Q2: 5,604 shares 5,604 $1.43M 0.74% -246 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,095 shares; 2024Q4: 23,516 shares; 2025Q1: 23,455 shares; 2025Q2: 23,984 shares; 2025Q3: 23,590 shares; 2025Q4: 22,719 shares; 2026Q1: 22,918 shares; 2026Q2: 27,168 shares 27,168 $1.42M 0.73% +4,250 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 2,021 shares; 2025Q1: 1,405 shares; 2025Q2: 1,254 shares; 2025Q3: 1,234 shares; 2025Q4: 1,229 shares; 2026Q1: 1,661 shares; 2026Q2: 1,927 shares 1,927 $1.42M 0.73% +266 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,623 shares; 2024Q4: 5,546 shares; 2025Q1: 4,357 shares; 2025Q2: 3,911 shares; 2025Q3: 3,855 shares; 2025Q4: 4,091 shares; 2026Q1: 3,672 shares; 2026Q2: 3,682 shares 3,682 $1.32M 0.68% +10 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: 3,051 shares; 2024Q4: 2,740 shares; 2025Q1: 2,365 shares; 2025Q2: 2,300 shares; 2025Q3: 2,283 shares; 2025Q4: 2,291 shares; 2026Q1: 1,863 shares; 2026Q2: 1,818 shares 1,818 $1.31M 0.68% -45 Timeline ESCA ESCALADE INC More: the full row for ESCALADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,632 shares; 2024Q4: 67,126 shares; 2025Q1: 67,126 shares; 2025Q2: 67,126 shares; 2025Q3: 67,126 shares; 2025Q4: 65,316 shares; 2026Q1: 65,316 shares; 2026Q2: 65,316 shares 65,316 $1.23M 0.63% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,264 shares; 2024Q4: 2,264 shares; 2025Q1: 2,264 shares; 2025Q2: 2,264 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares 2,140 $1.23M 0.63% 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; 2024Q3: 21,012 shares; 2024Q4: 20,617 shares; 2025Q1: 19,682 shares; 2025Q2: 20,432 shares; 2025Q3: 20,547 shares; 2025Q4: 21,399 shares; 2026Q1: 21,103 shares; 2026Q2: 21,410 shares 21,410 $1.22M 0.63% +307 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: 2,645 shares; 2024Q4: 2,615 shares; 2025Q1: 1,822 shares; 2025Q2: 1,842 shares; 2025Q3: 1,837 shares; 2025Q4: 1,812 shares; 2026Q1: 1,722 shares; 2026Q2: 1,687 shares 1,687 $1.07M 0.55% -35 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: 7,324 shares; 2024Q4: 6,944 shares; 2025Q1: 6,439 shares; 2025Q2: 6,289 shares; 2025Q3: 6,299 shares; 2025Q4: 6,299 shares; 2026Q1: 6,274 shares; 2026Q2: 6,262 shares 6,262 $1.06M 0.54% -12 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,619 shares; 2024Q4: 2,314 shares; 2025Q1: 767 shares; 2025Q2: 739 shares; 2025Q3: 832 shares; 2025Q4: 834 shares; 2026Q1: 807 shares; 2026Q2: 873 shares 873 $1.05M 0.54% +66 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: 10,217 shares; 2024Q4: 9,629 shares; 2025Q1: 8,260 shares; 2025Q2: 7,899 shares; 2025Q3: 7,768 shares; 2025Q4: 7,033 shares; 2026Q1: 6,667 shares; 2026Q2: 6,897 shares 6,897 $1.01M 0.52% +230 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,034 shares; 2024Q4: 9,833 shares; 2025Q1: 9,025 shares; 2025Q2: 8,413 shares; 2025Q3: 8,364 shares; 2025Q4: 8,361 shares; 2026Q1: 9,008 shares; 2026Q2: 8,939 shares 8,939 $929K 0.48% -69 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,811 shares; 2024Q4: 7,190 shares; 2025Q1: 6,642 shares; 2025Q2: 7,472 shares; 2025Q3: 7,703 shares; 2025Q4: 7,851 shares; 2026Q1: 7,988 shares; 2026Q2: 7,860 shares 7,860 $923K 0.47% -128 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: 3,398 shares; 2024Q4: 2,702 shares; 2025Q1: 2,658 shares; 2025Q2: 2,638 shares; 2025Q3: 2,636 shares; 2025Q4: 2,673 shares; 2026Q1: 2,604 shares; 2026Q2: 2,564 shares 2,564 $904K 0.46% -40 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: 10,809 shares; 2024Q4: 8,715 shares; 2025Q1: 8,200 shares; 2025Q2: 7,942 shares; 2025Q3: 7,735 shares; 2025Q4: 7,045 shares; 2026Q1: 6,841 shares; 2026Q2: 6,930 shares 6,930 $891K 0.46% +89 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: 1,272 shares; 2024Q4: 1,206 shares; 2025Q1: 1,027 shares; 2025Q2: 984 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 922 shares; 2026Q2: 7,372 shares 7,372 $881K 0.45% +6,450 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,349 shares; 2024Q4: 4,970 shares; 2025Q1: 4,695 shares; 2025Q2: 4,945 shares; 2025Q3: 4,910 shares; 2025Q4: 4,865 shares; 2026Q1: 4,433 shares; 2026Q2: 4,189 shares 4,189 $876K 0.45% -244 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,173 shares; 2024Q4: 19,803 shares; 2025Q1: 18,828 shares; 2025Q2: 18,578 shares; 2025Q3: 18,528 shares; 2025Q4: 18,543 shares; 2026Q1: 18,392 shares; 2026Q2: 18,267 shares 18,267 $868K 0.45% -125 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,364 shares; 2024Q4: 6,355 shares; 2025Q1: 6,305 shares; 2025Q2: 6,401 shares; 2025Q3: 6,318 shares; 2025Q4: 6,314 shares; 2026Q1: 5,738 shares; 2026Q2: 5,677 shares 5,677 $864K 0.44% -61 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,209 shares; 2024Q4: 13,717 shares; 2025Q1: 11,799 shares; 2025Q2: 11,918 shares; 2025Q3: 11,974 shares; 2025Q4: 12,357 shares; 2026Q1: 9,291 shares; 2026Q2: 8,914 shares 8,914 $861K 0.44% -377 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: 1,492 shares; 2024Q4: 1,603 shares; 2025Q1: 1,657 shares; 2025Q2: 1,557 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: 3,769 shares; 2026Q2: 3,947 shares 3,947 $860K 0.44% +178 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,168 shares; 2025Q3: 3,188 shares; 2025Q4: 1,721 shares; 2026Q1: 1,720 shares; 2026Q2: 1,709 shares 1,709 $816K 0.42% -11 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,399 shares; 2024Q4: 1,169 shares; 2025Q1: 942 shares; 2025Q2: 926 shares; 2025Q3: 931 shares; 2025Q4: 915 shares; 2026Q1: 901 shares; 2026Q2: 847 shares 847 $792K 0.41% -54 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: 5,779 shares; 2024Q4: 2,550 shares; 2025Q1: 2,108 shares; 2025Q2: 1,959 shares; 2025Q3: 1,770 shares; 2025Q4: 1,886 shares; 2026Q1: 1,456 shares; 2026Q2: 1,893 shares 1,893 $715K 0.37% +437 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: 3,499 shares; 2024Q4: 2,936 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 2,926 shares; 2025Q4: 2,855 shares; 2026Q1: 2,740 shares; 2026Q2: 2,460 shares 2,460 $669K 0.34% -280 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,403 shares; 2024Q4: 2,624 shares; 2025Q1: 2,561 shares; 2025Q2: 2,581 shares; 2025Q3: 2,532 shares; 2025Q4: 2,555 shares; 2026Q1: 2,409 shares; 2026Q2: 2,474 shares 2,474 $669K 0.34% +65 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: 2,962 shares; 2024Q4: 2,917 shares; 2025Q1: 2,742 shares; 2025Q2: 2,737 shares; 2025Q3: 2,727 shares; 2025Q4: 2,712 shares; 2026Q1: 2,638 shares; 2026Q2: 2,778 shares 2,778 $613K 0.31% +140 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,780 shares; 2024Q4: 3,725 shares; 2025Q1: 3,675 shares; 2025Q2: 3,675 shares; 2025Q3: 3,675 shares; 2025Q4: 3,675 shares; 2026Q1: 3,675 shares; 2026Q2: 3,650 shares 3,650 $595K 0.31% -25 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: 3,774 shares; 2024Q4: 2,268 shares; 2025Q1: 1,754 shares; 2025Q2: 2,461 shares; 2025Q3: 2,428 shares; 2025Q4: 2,475 shares; 2026Q1: 2,306 shares; 2026Q2: 2,289 shares 2,289 $576K 0.3% -17 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: 7,049 shares; 2024Q4: 5,156 shares; 2025Q1: 2,652 shares; 2025Q2: 2,544 shares; 2025Q3: 2,534 shares; 2025Q4: 2,521 shares; 2026Q1: 2,303 shares; 2026Q2: 2,228 shares 2,228 $566K 0.29% -75 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,068 shares; 2024Q4: 2,099 shares; 2025Q1: 2,089 shares; 2025Q2: 2,234 shares; 2025Q3: 2,259 shares; 2025Q4: 2,282 shares; 2026Q1: 1,992 shares; 2026Q2: 2,002 shares 2,002 $563K 0.29% +10 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,424 shares; 2024Q4: 1,270 shares; 2025Q1: 1,246 shares; 2025Q2: 1,245 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,127 shares; 2026Q2: 4,508 shares 4,508 $560K 0.29% +3,381 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: 1,954 shares; 2024Q4: 1,954 shares; 2025Q1: 1,926 shares; 2025Q2: 1,926 shares; 2025Q3: 1,926 shares; 2025Q4: 1,926 shares; 2026Q1: 1,926 shares; 2026Q2: 1,926 shares 1,926 $486K 0.25% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 409 shares; 2026Q1: 408 shares; 2026Q2: 450 shares 450 $479K 0.25% +42 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,299 shares; 2024Q4: 2,033 shares; 2025Q1: 1,665 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares; 2026Q1: 1,273 shares; 2026Q2: 1,273 shares 1,273 $471K 0.24% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 778 shares; 2025Q2: 757 shares; 2025Q3: 753 shares; 2025Q4: 760 shares; 2026Q1: 736 shares; 2026Q2: 886 shares 886 $460K 0.24% +150 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,494 shares; 2024Q4: 1,135 shares; 2025Q1: 1,210 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,156 shares; 2026Q1: 1,060 shares; 2026Q2: 1,328 shares 1,328 $456K 0.23% +268 Timeline JEPI 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,730 shares; 2026Q2: 7,730 shares 7,730 $437K 0.22% 0 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: 2,278 shares; 2024Q4: 2,158 shares; 2025Q1: 1,938 shares; 2025Q2: 1,933 shares; 2025Q3: 1,908 shares; 2025Q4: 1,899 shares; 2026Q1: 1,821 shares; 2026Q2: 2,198 shares 2,198 $417K 0.21% +377 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 931 shares 931 $403K 0.21% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,303 shares; 2024Q4: 2,521 shares; 2025Q1: 2,431 shares; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 2,686 shares; 2026Q1: 2,084 shares; 2026Q2: 3,526 shares 3,526 $399K 0.21% +1,442 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: 3,304 shares; 2024Q4: 2,975 shares; 2025Q1: 2,680 shares; 2025Q2: 2,570 shares; 2025Q3: 2,546 shares; 2025Q4: 2,545 shares; 2026Q1: 2,509 shares; 2026Q2: 2,193 shares 2,193 $373K 0.19% -316 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; 2024Q3: 1,250 shares; 2024Q4: 1,237 shares; 2025Q1: 1,073 shares; 2025Q2: 1,044 shares; 2025Q3: 1,027 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares; 2026Q2: 1,081 shares 1,081 $372K 0.19% +53 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 1,104 shares; 2025Q1: 1,332 shares; 2025Q2: 1,062 shares; 2025Q3: 1,012 shares; 2025Q4: 1,011 shares; 2026Q1: 1,242 shares; 2026Q2: 1,238 shares 1,238 $372K 0.19% -4 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: 637 shares 637 $370K 0.19% 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: 1,039 shares 1,039 $367K 0.19% new 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: 6,657 shares; 2024Q4: 6,333 shares; 2025Q1: 6,213 shares; 2025Q2: 6,033 shares; 2025Q3: 5,983 shares; 2025Q4: 5,946 shares; 2026Q1: 5,725 shares; 2026Q2: 6,063 shares 6,063 $337K 0.17% +338 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,001 shares; 2026Q2: 6,666 shares 6,666 $337K 0.17% +2,665 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: 1,350 shares; 2024Q4: 1,024 shares; 2025Q1: 826 shares; 2025Q2: not reported; 2025Q3: 666 shares; 2025Q4: 711 shares; 2026Q1: not reported; 2026Q2: 799 shares 799 $332K 0.17% new Timeline MTUM 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: 961 shares; 2026Q2: 961 shares 961 $329K 0.17% 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: 5,152 shares; 2024Q4: 5,077 shares; 2025Q1: 3,508 shares; 2025Q2: 3,175 shares; 2025Q3: 3,167 shares; 2025Q4: 3,178 shares; 2026Q1: 3,177 shares; 2026Q2: 3,625 shares 3,625 $318K 0.16% +448 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,567 shares; 2024Q4: 7,567 shares; 2025Q1: 7,567 shares; 2025Q2: 7,567 shares; 2025Q3: 7,717 shares; 2025Q4: 7,717 shares; 2026Q1: 7,867 shares; 2026Q2: 8,275 shares 8,275 $306K 0.16% +408 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: 1,268 shares; 2024Q4: 1,105 shares; 2025Q1: 1,085 shares; 2025Q2: 1,045 shares; 2025Q3: 1,015 shares; 2025Q4: 1,019 shares; 2026Q1: 949 shares; 2026Q2: 939 shares 939 $296K 0.15% -10 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,030 shares; 2025Q3: 2,060 shares; 2025Q4: 2,085 shares; 2026Q1: 2,395 shares; 2026Q2: 2,380 shares 2,380 $289K 0.15% -15 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: 2,284 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 909 shares 909 $271K 0.14% new 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: 4,143 shares; 2024Q4: 2,868 shares; 2025Q1: 2,509 shares; 2025Q2: 2,586 shares; 2025Q3: 2,208 shares; 2025Q4: 2,093 shares; 2026Q1: 2,048 shares; 2026Q2: 1,998 shares 1,998 $271K 0.14% -50 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: 7,832 shares; 2024Q4: 4,496 shares; 2025Q1: 3,248 shares; 2025Q2: 3,298 shares; 2025Q3: 3,289 shares; 2025Q4: 3,362 shares; 2026Q1: 3,356 shares; 2026Q2: 3,244 shares 3,244 $264K 0.14% -112 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,044 shares; 2024Q4: 7,044 shares; 2025Q1: 7,044 shares; 2025Q2: 7,044 shares; 2025Q3: 7,044 shares; 2025Q4: 5,735 shares; 2026Q1: 5,735 shares; 2026Q2: 5,735 shares 5,735 $263K 0.14% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,013 shares; 2024Q4: 3,528 shares; 2025Q1: 3,270 shares; 2025Q2: 3,195 shares; 2025Q3: 3,150 shares; 2025Q4: 3,161 shares; 2026Q1: 3,075 shares; 2026Q2: 2,854 shares 2,854 $259K 0.13% -221 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,379 shares; 2026Q1: 1,328 shares; 2026Q2: 1,706 shares 1,706 $258K 0.13% +378 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 260 shares 260 $254K 0.13% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,546 shares; 2024Q4: 5,711 shares; 2025Q1: 5,419 shares; 2025Q2: 4,819 shares; 2025Q3: 4,819 shares; 2025Q4: 5,069 shares; 2026Q1: 4,569 shares; 2026Q2: 4,344 shares 4,344 $250K 0.13% -225 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,609 shares; 2024Q4: 2,622 shares; 2025Q1: 2,549 shares; 2025Q2: 2,549 shares; 2025Q3: 2,129 shares; 2025Q4: 2,159 shares; 2026Q1: 2,159 shares; 2026Q2: 2,169 shares 2,169 $234K 0.12% +10 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 712 shares; 2026Q1: 709 shares; 2026Q2: 707 shares 707 $233K 0.12% -2 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,675 shares; 2024Q4: 2,500 shares; 2025Q1: 2,435 shares; 2025Q2: 1,950 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 1,920 shares; 2026Q2: 1,960 shares 1,960 $231K 0.12% +40 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,773 shares; 2024Q4: 85,022 shares; 2025Q1: 77,497 shares; 2025Q2: 11,459 shares; 2025Q3: not reported; 2025Q4: 7,301 shares; 2026Q1: 7,255 shares; 2026Q2: 7,253 shares 7,253 $230K 0.12% -2 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,039 shares; 2024Q4: 3,678 shares; 2025Q1: 2,614 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,316 shares; 2026Q1: 2,240 shares; 2026Q2: 2,150 shares 2,150 $224K 0.11% -90 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: not reported; 2026Q2: 4,313 shares 4,313 $217K 0.11% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 629 shares 629 $215K 0.11% new Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 10,950 shares; 2026Q2: 10,950 shares 10,950 $130K 0.07% 0 Timeline