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: 151,971 shares; 2024Q4: 149,879 shares; 2025Q1: 146,466 shares; 2025Q2: 139,901 shares; 2025Q3: 139,635 shares; 2025Q4: 139,064 shares; 2026Q1: 134,523 shares; 2026Q2: 138,620 shares 138,620 $51.3M 13.04% +4,097 Timeline VUSB 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: 563,216 shares; 2024Q4: 596,899 shares; 2025Q1: 631,946 shares; 2025Q2: 626,285 shares; 2025Q3: 637,273 shares; 2025Q4: 653,738 shares; 2026Q1: 660,081 shares; 2026Q2: 651,243 shares 651,243 $32.4M 8.24% -8,838 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: 38,705 shares; 2024Q4: 37,830 shares; 2025Q1: 36,671 shares; 2025Q2: 34,421 shares; 2025Q3: 33,430 shares; 2025Q4: 32,903 shares; 2026Q1: 32,080 shares; 2026Q2: 33,221 shares 33,221 $24.5M 6.22% +1,141 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,205 shares; 2025Q3: 181,663 shares; 2025Q4: 256,193 shares; 2026Q1: 281,795 shares; 2026Q2: 312,941 shares 312,941 $23.7M 6.02% +31,146 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: 137,191 shares; 2024Q4: 131,780 shares; 2025Q1: 121,268 shares; 2025Q2: 122,316 shares; 2025Q3: 123,273 shares; 2025Q4: 123,609 shares; 2026Q1: 116,591 shares; 2026Q2: 120,028 shares 120,028 $18.8M 4.79% +3,437 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: 9,221 shares; 2024Q4: 8,278 shares; 2025Q1: 8,229 shares; 2025Q2: 8,029 shares; 2025Q3: 7,980 shares; 2025Q4: 7,968 shares; 2026Q1: 7,968 shares; 2026Q2: 49,812 shares 49,812 $18.6M 4.72% +41,844 Timeline SGOV 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: 56,438 shares; 2025Q1: 165,074 shares; 2025Q2: 173,475 shares; 2025Q3: 161,000 shares; 2025Q4: 160,041 shares; 2026Q1: 150,363 shares; 2026Q2: 137,753 shares 137,753 $13.9M 3.52% -12,610 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; 2024Q3: 47,101 shares; 2024Q4: 45,870 shares; 2025Q1: 41,859 shares; 2025Q2: 41,986 shares; 2025Q3: 42,517 shares; 2025Q4: 42,541 shares; 2026Q1: 40,201 shares; 2026Q2: 42,690 shares 42,690 $12.9M 3.29% +2,489 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: 65,825 shares; 2024Q4: 65,825 shares; 2025Q1: 62,908 shares; 2025Q2: 61,685 shares; 2025Q3: 59,643 shares; 2025Q4: 59,577 shares; 2026Q1: 58,750 shares; 2026Q2: 56,880 shares 56,880 $12.4M 3.15% -1,870 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: 42,708 shares; 2024Q4: 41,332 shares; 2025Q1: 37,586 shares; 2025Q2: 37,619 shares; 2025Q3: 37,587 shares; 2025Q4: 37,866 shares; 2026Q1: 35,842 shares; 2026Q2: 152,126 shares 152,126 $12.3M 3.11% +116,284 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: 16,094 shares; 2024Q4: 16,061 shares; 2025Q1: 16,007 shares; 2025Q2: 15,899 shares; 2025Q3: 15,874 shares; 2025Q4: 15,739 shares; 2026Q1: 15,684 shares; 2026Q2: 15,315 shares 15,315 $11.5M 2.91% -369 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,933 shares; 2024Q4: 273,245 shares; 2025Q1: 269,532 shares; 2025Q2: 266,269 shares; 2025Q3: 264,468 shares; 2025Q4: 262,428 shares; 2026Q1: 260,238 shares; 2026Q2: 253,392 shares 253,392 $11.2M 2.86% -6,846 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL 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: 373,224 shares; 2026Q2: 463,308 shares 463,308 $9.49M 2.41% +90,084 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: 23,532 shares; 2024Q4: 23,063 shares; 2025Q1: 22,006 shares; 2025Q2: 21,825 shares; 2025Q3: 21,780 shares; 2025Q4: 21,857 shares; 2026Q1: 20,266 shares; 2026Q2: 21,827 shares 21,827 $7.51M 1.91% +1,561 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,960 shares; 2024Q4: 78,670 shares; 2025Q1: 78,401 shares; 2025Q2: 78,288 shares; 2025Q3: 78,256 shares; 2025Q4: 76,727 shares; 2026Q1: 76,404 shares; 2026Q2: 76,232 shares 76,232 $6.79M 1.72% -172 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; 2024Q3: 154,198 shares; 2024Q4: 143,912 shares; 2025Q1: 128,090 shares; 2025Q2: 131,420 shares; 2025Q3: 132,613 shares; 2025Q4: 136,110 shares; 2026Q1: 120,755 shares; 2026Q2: 133,864 shares 133,864 $6.75M 1.71% +13,109 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: 24,521 shares; 2024Q4: 24,128 shares; 2025Q1: 23,552 shares; 2025Q2: 23,517 shares; 2025Q3: 23,394 shares; 2025Q4: 23,399 shares; 2026Q1: 23,327 shares; 2026Q2: 23,211 shares 23,211 $6.72M 1.71% -116 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: 37,463 shares; 2024Q4: 36,776 shares; 2025Q1: 34,867 shares; 2025Q2: 32,417 shares; 2025Q3: 31,849 shares; 2025Q4: 31,284 shares; 2026Q1: 31,148 shares; 2026Q2: 31,306 shares 31,306 $6.26M 1.59% +158 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; 2024Q3: 135,487 shares; 2024Q4: 127,206 shares; 2025Q1: 120,060 shares; 2025Q2: 118,062 shares; 2025Q3: 120,611 shares; 2025Q4: 118,941 shares; 2026Q1: 112,039 shares; 2026Q2: 120,042 shares 120,042 $6.22M 1.58% +8,003 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: 68,654 shares; 2024Q4: 68,630 shares; 2025Q1: 63,523 shares; 2025Q2: 59,754 shares; 2025Q3: 60,228 shares; 2025Q4: 61,134 shares; 2026Q1: 56,136 shares; 2026Q2: 61,327 shares 61,327 $5.91M 1.5% +5,191 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: 86,664 shares; 2024Q4: 86,500 shares; 2025Q1: 81,941 shares; 2025Q2: 79,771 shares; 2025Q3: 76,018 shares; 2025Q4: 75,002 shares; 2026Q1: 68,536 shares; 2026Q2: 66,344 shares 66,344 $5.67M 1.44% -2,192 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,741 shares; 2024Q4: 47,826 shares; 2025Q1: 46,112 shares; 2025Q2: 45,688 shares; 2025Q3: 42,666 shares; 2025Q4: 40,476 shares; 2026Q1: 40,432 shares; 2026Q2: 39,801 shares 39,801 $4.34M 1.1% -631 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,629 shares; 2024Q4: 50,613 shares; 2025Q1: 49,771 shares; 2025Q2: 48,327 shares; 2025Q3: 46,823 shares; 2025Q4: 46,512 shares; 2026Q1: 46,232 shares; 2026Q2: 44,925 shares 44,925 $3.45M 0.88% -1,307 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: 7,959 shares; 2024Q4: 7,809 shares; 2025Q1: 7,347 shares; 2025Q2: 6,662 shares; 2025Q3: 6,584 shares; 2025Q4: 6,391 shares; 2026Q1: 6,373 shares; 2026Q2: 38,082 shares 38,082 $3.28M 0.83% +31,709 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE 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: 148,291 shares; 2026Q2: 111,218 shares 111,218 $3.27M 0.83% -37,073 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: 59,759 shares; 2024Q4: 60,319 shares; 2025Q1: 54,334 shares; 2025Q2: 53,924 shares; 2025Q3: 50,348 shares; 2025Q4: 50,498 shares; 2026Q1: 49,582 shares; 2026Q2: 49,500 shares 49,500 $2.95M 0.75% -82 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: 7,802 shares; 2024Q4: 7,749 shares; 2025Q1: 7,746 shares; 2025Q2: 7,728 shares; 2025Q3: 7,734 shares; 2025Q4: 7,735 shares; 2026Q1: 7,770 shares; 2026Q2: 7,533 shares 7,533 $2.69M 0.68% -237 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: 3,743 shares; 2024Q4: 3,747 shares; 2025Q1: 3,190 shares; 2025Q2: 3,288 shares; 2025Q3: 3,272 shares; 2025Q4: 3,365 shares; 2026Q1: 3,403 shares; 2026Q2: 3,424 shares 3,424 $2.56M 0.65% +21 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,191 shares; 2024Q4: 61,459 shares; 2025Q1: 60,384 shares; 2025Q2: 60,155 shares; 2025Q3: 59,733 shares; 2025Q4: 59,380 shares; 2026Q1: 59,380 shares; 2026Q2: 59,380 shares 59,380 $2.48M 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; 2024Q3: 13,876 shares; 2024Q4: 13,531 shares; 2025Q1: 12,166 shares; 2025Q2: 10,769 shares; 2025Q3: 10,393 shares; 2025Q4: 10,156 shares; 2026Q1: 10,253 shares; 2026Q2: 10,024 shares 10,024 $2.39M 0.61% -229 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,312 shares; 2024Q4: 60,828 shares; 2025Q1: 55,396 shares; 2025Q2: 52,743 shares; 2025Q3: 52,571 shares; 2025Q4: 50,510 shares; 2026Q1: 50,262 shares; 2026Q2: 49,323 shares 49,323 $2.39M 0.61% -939 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: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,474 shares; 2025Q4: 2,384 shares; 2026Q1: 2,439 shares; 2026Q2: 2,053 shares 2,053 $2.37M 0.6% -386 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: 6,148 shares; 2024Q4: 6,148 shares; 2025Q1: 6,148 shares; 2025Q2: 6,148 shares; 2025Q3: 6,148 shares; 2025Q4: 6,148 shares; 2026Q1: 6,133 shares; 2026Q2: 6,054 shares 6,054 $2.14M 0.54% -79 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,751 shares; 2024Q4: 17,816 shares; 2025Q1: 16,846 shares; 2025Q2: 16,791 shares; 2025Q3: 16,143 shares; 2025Q4: 16,143 shares; 2026Q1: 13,143 shares; 2026Q2: 13,143 shares 13,143 $2.03M 0.52% 0 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: 27,006 shares; 2024Q4: 25,684 shares; 2025Q1: 23,404 shares; 2025Q2: 22,927 shares; 2025Q3: 22,863 shares; 2025Q4: 21,176 shares; 2026Q1: 21,015 shares; 2026Q2: 20,843 shares 20,843 $2.01M 0.51% -172 Timeline LQDH 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; 2024Q3: 25,883 shares; 2024Q4: 24,265 shares; 2025Q1: 23,814 shares; 2025Q2: 22,758 shares; 2025Q3: 22,758 shares; 2025Q4: 22,326 shares; 2026Q1: 21,669 shares; 2026Q2: 21,013 shares 21,013 $1.96M 0.5% -656 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: 17,175 shares; 2024Q4: 17,175 shares; 2025Q1: 17,175 shares; 2025Q2: 17,175 shares; 2025Q3: 17,175 shares; 2025Q4: 17,175 shares; 2026Q1: 17,117 shares; 2026Q2: 17,227 shares 17,227 $1.95M 0.5% +110 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: 2,961 shares; 2024Q4: 2,961 shares; 2025Q1: 2,961 shares; 2025Q2: 2,961 shares; 2025Q3: 2,985 shares; 2025Q4: 2,993 shares; 2026Q1: 3,028 shares; 2026Q2: 3,028 shares 3,028 $1.76M 0.45% 0 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: 3,438 shares; 2024Q4: 3,438 shares; 2025Q1: 3,438 shares; 2025Q2: 3,535 shares; 2025Q3: 3,535 shares; 2025Q4: 3,530 shares; 2026Q1: 3,518 shares; 2026Q2: 3,438 shares 3,438 $1.72M 0.44% -80 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: 4,701 shares; 2024Q4: 4,443 shares; 2025Q1: 4,434 shares; 2025Q2: 4,434 shares; 2025Q3: 4,446 shares; 2025Q4: 4,334 shares; 2026Q1: 4,416 shares; 2026Q2: 4,271 shares 4,271 $1.61M 0.41% -145 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: 4,770 shares; 2024Q4: 4,781 shares; 2025Q1: 4,782 shares; 2025Q2: 4,800 shares; 2025Q3: 4,786 shares; 2025Q4: 4,746 shares; 2026Q1: 4,744 shares; 2026Q2: 4,665 shares 4,665 $1.53M 0.39% -79 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: 1,924 shares; 2024Q4: 1,879 shares; 2025Q1: 1,853 shares; 2025Q2: 1,853 shares; 2025Q3: 1,842 shares; 2025Q4: 1,793 shares; 2026Q1: 1,781 shares; 2026Q2: 1,613 shares 1,613 $1.51M 0.38% -168 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: 4,270 shares; 2024Q4: 4,270 shares; 2025Q1: 4,270 shares; 2025Q2: 4,270 shares; 2025Q3: 4,270 shares; 2025Q4: 4,270 shares; 2026Q1: 4,301 shares; 2026Q2: 4,241 shares 4,241 $1.5M 0.38% -60 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: 28,737 shares; 2024Q4: 24,690 shares; 2025Q1: 21,066 shares; 2025Q2: 19,490 shares; 2025Q3: 19,977 shares; 2025Q4: 20,579 shares; 2026Q1: 18,897 shares; 2026Q2: 20,329 shares 20,329 $1.49M 0.38% +1,432 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: 9,973 shares; 2024Q4: 9,973 shares; 2025Q1: 9,973 shares; 2025Q2: 10,079 shares; 2025Q3: 10,079 shares; 2025Q4: 10,077 shares; 2026Q1: 10,077 shares; 2026Q2: 9,977 shares 9,977 $1.36M 0.35% -100 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,772 shares; 2024Q4: 2,772 shares; 2025Q1: 2,757 shares; 2025Q2: 2,743 shares; 2025Q3: 2,734 shares; 2025Q4: 2,679 shares; 2026Q1: 2,679 shares; 2026Q2: 2,436 shares 2,436 $1.25M 0.32% -243 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: 3,782 shares; 2024Q4: 3,182 shares; 2025Q1: 3,182 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares; 2026Q1: 4,399 shares; 2026Q2: 4,359 shares 4,359 $1.11M 0.28% -40 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,237 shares; 2024Q4: 2,742 shares; 2025Q1: 2,492 shares; 2025Q2: 2,392 shares; 2025Q3: 2,296 shares; 2025Q4: 2,196 shares; 2026Q1: 2,591 shares; 2026Q2: 2,523 shares 2,523 $1.06M 0.27% -68 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,647 shares; 2024Q4: 1,651 shares; 2025Q1: 1,651 shares; 2025Q2: 1,655 shares; 2025Q3: 1,661 shares; 2025Q4: 1,663 shares; 2026Q1: 1,714 shares; 2026Q2: 1,753 shares 1,753 $987K 0.25% +39 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: 7,643 shares; 2024Q4: 7,643 shares; 2025Q1: 7,578 shares; 2025Q2: 7,578 shares; 2025Q3: 7,578 shares; 2025Q4: 7,536 shares; 2026Q1: 7,476 shares; 2026Q2: 7,500 shares 7,500 $964K 0.24% +24 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: 2,817 shares; 2024Q4: 2,817 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares; 2026Q1: 2,817 shares; 2026Q2: 2,767 shares 2,767 $949K 0.24% -50 Timeline DFAX 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: 39,574 shares; 2024Q4: 36,386 shares; 2025Q1: 29,103 shares; 2025Q2: 28,765 shares; 2025Q3: 27,319 shares; 2025Q4: 24,301 shares; 2026Q1: 24,301 shares; 2026Q2: 24,301 shares 24,301 $895K 0.23% 0 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: 13,963 shares; 2024Q4: 12,497 shares; 2025Q1: 12,181 shares; 2025Q2: 12,181 shares; 2025Q3: 11,911 shares; 2025Q4: 11,911 shares; 2026Q1: 8,718 shares; 2026Q2: 11,289 shares 11,289 $880K 0.22% +2,571 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: 1,274 shares; 2024Q4: 1,274 shares; 2025Q1: not reported; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares; 2026Q1: 1,311 shares; 2026Q2: 1,214 shares 1,214 $878K 0.22% -97 Timeline PCY 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: 47,057 shares; 2024Q4: 45,906 shares; 2025Q1: 43,084 shares; 2025Q2: 40,551 shares; 2025Q3: 40,489 shares; 2025Q4: 39,818 shares; 2026Q1: 39,818 shares; 2026Q2: 39,818 shares 39,818 $862K 0.22% 0 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: 12,887 shares; 2024Q4: 11,035 shares; 2025Q1: 11,041 shares; 2025Q2: 11,047 shares; 2025Q3: 9,645 shares; 2025Q4: 9,650 shares; 2026Q1: 8,763 shares; 2026Q2: 6,767 shares 6,767 $795K 0.2% -1,996 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: 2,980 shares; 2024Q4: 2,980 shares; 2025Q1: 2,958 shares; 2025Q2: 2,958 shares; 2025Q3: 2,961 shares; 2025Q4: 2,961 shares; 2026Q1: 3,193 shares; 2026Q2: 3,146 shares 3,146 $792K 0.2% -47 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: 597 shares; 2024Q4: 597 shares; 2025Q1: 597 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares; 2026Q1: 602 shares; 2026Q2: 623 shares 623 $747K 0.19% +21 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares; 2026Q2: 2,310 shares 2,310 $697K 0.18% +2,079 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,146 shares; 2024Q4: 6,539 shares; 2025Q1: 6,368 shares; 2025Q2: 6,360 shares; 2025Q3: 6,360 shares; 2025Q4: 6,325 shares; 2026Q1: 6,325 shares; 2026Q2: 6,220 shares 6,220 $681K 0.17% -105 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,994 shares; 2024Q4: 6,996 shares; 2025Q1: 6,999 shares; 2025Q2: 7,005 shares; 2025Q3: 7,011 shares; 2025Q4: 7,011 shares; 2026Q1: 7,011 shares; 2026Q2: 7,011 shares 7,011 $679K 0.17% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,832 shares; 2024Q4: 13,832 shares; 2025Q1: 13,832 shares; 2025Q2: 13,734 shares; 2025Q3: 13,734 shares; 2025Q4: 13,734 shares; 2026Q1: 13,103 shares; 2026Q2: 13,064 shares 13,064 $661K 0.17% -39 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: 620 shares; 2024Q4: 620 shares; 2025Q1: 621 shares; 2025Q2: 644 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 636 shares; 2026Q2: 583 shares 583 $621K 0.16% -53 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; 2024Q3: 2,647 shares; 2024Q4: 2,647 shares; 2025Q1: 2,574 shares; 2025Q2: 2,527 shares; 2025Q3: 2,494 shares; 2025Q4: 2,462 shares; 2026Q1: 2,454 shares; 2026Q2: 2,300 shares 2,300 $559K 0.14% -154 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: 9,991 shares; 2024Q4: 9,991 shares; 2025Q1: 9,991 shares; 2025Q2: 9,991 shares; 2025Q3: 9,991 shares; 2025Q4: 9,991 shares; 2026Q1: 9,738 shares; 2026Q2: 9,797 shares 9,797 $558K 0.14% +59 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,049 shares; 2026Q2: 11,315 shares 11,315 $540K 0.14% +3,266 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: 1,235 shares; 2026Q1: 1,235 shares; 2026Q2: 1,235 shares 1,235 $535K 0.14% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO 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: 6,878 shares; 2026Q2: 4,988 shares 4,988 $526K 0.13% -1,890 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: 5,968 shares; 2024Q4: 5,971 shares; 2025Q1: 5,974 shares; 2025Q2: 6,007 shares; 2025Q3: 5,981 shares; 2025Q4: 5,923 shares; 2026Q1: 5,904 shares; 2026Q2: 5,348 shares 5,348 $512K 0.13% -556 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,780 shares; 2024Q4: 3,280 shares; 2025Q1: 3,030 shares; 2025Q2: 2,655 shares; 2025Q3: 2,250 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares 1,950 $496K 0.13% 0 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: not reported; 2025Q4: not reported; 2026Q1: 1,921 shares; 2026Q2: 1,921 shares 1,921 $491K 0.12% 0 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: 1,907 shares; 2024Q4: 1,897 shares; 2025Q1: 1,897 shares; 2025Q2: 1,907 shares; 2025Q3: 1,907 shares; 2025Q4: 1,905 shares; 2026Q1: 1,906 shares; 2026Q2: 1,906 shares 1,906 $469K 0.12% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,003 shares; 2024Q4: 2,003 shares; 2025Q1: 2,003 shares; 2025Q2: 2,003 shares; 2025Q3: 2,003 shares; 2025Q4: 2,003 shares; 2026Q1: 2,003 shares; 2026Q2: 2,003 shares 2,003 $454K 0.12% 0 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,402 shares; 2025Q3: 2,402 shares; 2025Q4: 2,402 shares; 2026Q1: 2,539 shares; 2026Q2: 2,539 shares 2,539 $417K 0.11% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,909 shares; 2024Q4: 1,943 shares; 2025Q1: 1,944 shares; 2025Q2: 1,956 shares; 2025Q3: 1,947 shares; 2025Q4: 1,947 shares; 2026Q1: 1,947 shares; 2026Q2: 1,822 shares 1,822 $406K 0.1% -125 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,075 shares; 2024Q4: 5,075 shares; 2025Q1: 5,075 shares; 2025Q2: 5,075 shares; 2025Q3: 5,075 shares; 2025Q4: 5,075 shares; 2026Q1: 5,075 shares; 2026Q2: 5,075 shares 5,075 $398K 0.1% 0 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: 1,150 shares; 2025Q1: not reported; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: not reported; 2026Q2: 1,150 shares 1,150 $392K 0.1% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,552 shares; 2024Q4: 6,592 shares; 2025Q1: not reported; 2025Q2: 6,723 shares; 2025Q3: 6,552 shares; 2025Q4: 6,553 shares; 2026Q1: 8,085 shares; 2026Q2: 7,633 shares 7,633 $363K 0.09% -452 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: 931 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 927 shares; 2026Q1: 909 shares; 2026Q2: 853 shares 853 $355K 0.09% -56 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS 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: 7,299 shares; 2026Q2: 7,299 shares 7,299 $349K 0.09% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493 shares; 2024Q4: 491 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 488 shares; 2025Q4: 4,718 shares; 2026Q1: 4,718 shares; 2026Q2: 4,718 shares 4,718 $337K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,616 shares; 2025Q3: 4,709 shares; 2025Q4: 5,575 shares; 2026Q1: 5,597 shares; 2026Q2: 3,774 shares 3,774 $334K 0.08% -1,823 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,519 shares; 2024Q4: 3,476 shares; 2025Q1: 3,430 shares; 2025Q2: 3,433 shares; 2025Q3: 3,426 shares; 2025Q4: 3,426 shares; 2026Q1: 3,411 shares; 2026Q2: 3,256 shares 3,256 $333K 0.08% -155 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,355 shares; 2024Q4: 4,355 shares; 2025Q1: 4,155 shares; 2025Q2: 4,155 shares; 2025Q3: 4,155 shares; 2025Q4: 4,155 shares; 2026Q1: 4,155 shares; 2026Q2: 4,155 shares 4,155 $332K 0.08% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 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 $330K 0.08% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,384 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 5,384 shares; 2025Q3: 5,384 shares; 2025Q4: 5,384 shares; 2026Q1: 5,384 shares; 2026Q2: 5,384 shares 5,384 $325K 0.08% 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: 5,774 shares; 2024Q4: 4,295 shares; 2025Q1: 4,298 shares; 2025Q2: 4,308 shares; 2025Q3: 4,198 shares; 2025Q4: 4,203 shares; 2026Q1: 4,178 shares; 2026Q2: 3,979 shares 3,979 $323K 0.08% -199 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 708 shares; 2024Q4: 697 shares; 2025Q1: 681 shares; 2025Q2: 683 shares; 2025Q3: 684 shares; 2025Q4: 684 shares; 2026Q1: 684 shares; 2026Q2: 624 shares 624 $318K 0.08% -60 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,261 shares 2,261 $316K 0.08% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,591 shares; 2025Q4: 2,395 shares; 2026Q1: 2,554 shares; 2026Q2: 2,364 shares 2,364 $311K 0.08% -190 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: 1,042 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,042 shares; 2026Q2: 1,042 shares 1,042 $311K 0.08% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: 304 shares 304 $307K 0.08% +25 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: 2,565 shares; 2024Q4: 2,510 shares; 2025Q1: 2,467 shares; 2025Q2: 2,219 shares; 2025Q3: 2,223 shares; 2025Q4: 2,224 shares; 2026Q1: 2,126 shares; 2026Q2: 2,093 shares 2,093 $307K 0.08% -33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,452 shares; 2025Q3: 1,452 shares; 2025Q4: 1,452 shares; 2026Q1: 1,452 shares; 2026Q2: 1,452 shares 1,452 $304K 0.08% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,997 shares; 2024Q4: 5,997 shares; 2025Q1: 5,997 shares; 2025Q2: 5,997 shares; 2025Q3: 5,997 shares; 2025Q4: 5,997 shares; 2026Q1: 5,997 shares; 2026Q2: 5,997 shares 5,997 $301K 0.08% 0 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: 2,486 shares; 2024Q4: 2,476 shares; 2025Q1: 2,476 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares; 2026Q1: 2,423 shares; 2026Q2: 2,153 shares 2,153 $273K 0.07% -270 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 194 shares; 2026Q2: 194 shares 194 $268K 0.07% 0 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: 1,735 shares; 2024Q4: 1,744 shares; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,744 shares; 2026Q1: 1,744 shares; 2026Q2: 1,744 shares 1,744 $264K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 703 shares 703 $263K 0.07% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,927 shares; 2024Q4: 5,942 shares; 2025Q1: 5,892 shares; 2025Q2: 5,956 shares; 2025Q3: 5,756 shares; 2025Q4: 5,509 shares; 2026Q1: not reported; 2026Q2: 5,149 shares 5,149 $247K 0.06% 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: 12,893 shares; 2024Q4: 13,006 shares; 2025Q1: 13,064 shares; 2025Q2: 13,118 shares; 2025Q3: 12,973 shares; 2025Q4: 11,938 shares; 2026Q1: 11,748 shares; 2026Q2: 11,774 shares 11,774 $244K 0.06% +26 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: not reported; 2024Q4: not reported; 2025Q1: 1,354 shares; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares; 2026Q2: 1,385 shares 1,385 $230K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares; 2026Q2: 1,190 shares 1,190 $226K 0.06% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,787 shares; 2026Q2: 1,787 shares 1,787 $226K 0.06% 0 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: 645 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 622 shares; 2026Q1: 622 shares; 2026Q2: 622 shares 622 $225K 0.06% 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: 2,354 shares; 2024Q4: 2,354 shares; 2025Q1: 2,316 shares; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares; 2025Q4: 2,316 shares; 2026Q1: 2,482 shares; 2026Q2: 2,482 shares 2,482 $225K 0.06% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,258 shares 3,258 $222K 0.06% new 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: 835 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 816 shares 816 $222K 0.06% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,376 shares; 2026Q1: 1,376 shares; 2026Q2: 1,376 shares 1,376 $218K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: not reported; 2026Q2: 1,335 shares 1,335 $216K 0.05% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,351 shares 7,351 $213K 0.05% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871 shares; 2024Q4: 872 shares; 2025Q1: 873 shares; 2025Q2: 875 shares; 2025Q3: 877 shares; 2025Q4: 877 shares; 2026Q1: 877 shares; 2026Q2: 787 shares 787 $213K 0.05% -90 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 308 shares 308 $212K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 701 shares 701 $211K 0.05% new 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: 972 shares; 2024Q4: 972 shares; 2025Q1: 972 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 972 shares; 2026Q2: 955 shares 955 $211K 0.05% -17 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,928 shares 2,928 $210K 0.05% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 339 shares 339 $209K 0.05% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,912 shares 2,912 $207K 0.05% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,001 shares; 2024Q4: 2,001 shares; 2025Q1: 2,001 shares; 2025Q2: 2,001 shares; 2025Q3: 2,001 shares; 2025Q4: 2,001 shares; 2026Q1: 2,001 shares; 2026Q2: 2,001 shares 2,001 $206K 0.05% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,413 shares 1,413 $204K 0.05% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 903 shares 903 $202K 0.05% new Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,000 shares; 2024Q4: 37,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,000 shares; 2025Q3: 37,000 shares; 2025Q4: 37,000 shares; 2026Q1: 37,000 shares; 2026Q2: 37,000 shares 37,000 $32.7K 0.01% 0 Timeline