IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375,553 shares; 2024Q4: 381,870 shares; 2025Q1: 393,465 shares; 2025Q2: 391,609 shares; 2025Q3: 379,808 shares; 2025Q4: 370,634 shares; 2026Q1: 322,614 shares; 2026Q2: 316,312 shares 316,312 $237M 18.88% -6,302 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: 1,077,926 shares; 2024Q4: 1,113,764 shares; 2025Q1: 1,151,203 shares; 2025Q2: 1,202,947 shares; 2025Q3: 1,188,224 shares; 2025Q4: 1,260,786 shares; 2026Q1: 1,190,974 shares; 2026Q2: 1,210,097 shares 1,210,097 $117M 9.32% +19,123 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: 1,130,093 shares; 2024Q4: 1,160,849 shares; 2025Q1: 1,242,930 shares; 2025Q2: 1,253,707 shares; 2025Q3: 1,241,548 shares; 2025Q4: 1,235,649 shares; 2026Q1: 1,117,499 shares; 2026Q2: 1,112,664 shares 1,112,664 $85.8M 6.84% -4,835 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: 374,228 shares; 2024Q4: 388,358 shares; 2025Q1: 407,010 shares; 2025Q2: 416,197 shares; 2025Q3: 414,333 shares; 2025Q4: 411,692 shares; 2026Q1: 382,199 shares; 2026Q2: 380,816 shares 380,816 $56.5M 4.5% -1,383 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594,203 shares; 2024Q4: 4,119,584 shares; 2025Q1: 2,567,549 shares; 2025Q2: 2,336,816 shares; 2025Q3: 2,168,519 shares; 2025Q4: 2,147,814 shares; 2026Q1: 1,861,871 shares; 2026Q2: 1,839,227 shares 1,839,227 $54.1M 4.31% -22,644 Timeline SPMD 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: 40,337 shares; 2024Q4: 204,818 shares; 2025Q1: 480,814 shares; 2025Q2: 554,543 shares; 2025Q3: 594,975 shares; 2025Q4: 712,175 shares; 2026Q1: 679,439 shares; 2026Q2: 720,231 shares 720,231 $48.7M 3.88% +40,792 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: 112,526 shares; 2024Q4: 127,972 shares; 2025Q1: 134,012 shares; 2025Q2: 131,585 shares; 2025Q3: 124,968 shares; 2025Q4: 125,644 shares; 2026Q1: 119,881 shares; 2026Q2: 119,147 shares 119,147 $34.5M 2.75% -734 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,640 shares; 2024Q4: 151,830 shares; 2025Q1: 411,535 shares; 2025Q2: 477,974 shares; 2025Q3: 517,702 shares; 2025Q4: 611,870 shares; 2026Q1: 570,265 shares; 2026Q2: 593,853 shares 593,853 $34.2M 2.73% +23,588 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,936 shares; 2024Q4: 308,309 shares; 2025Q1: 334,123 shares; 2025Q2: 384,796 shares; 2025Q3: 377,278 shares; 2025Q4: 396,982 shares; 2026Q1: 365,386 shares; 2026Q2: 364,138 shares 364,138 $30.2M 2.4% -1,248 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: 223,122 shares; 2024Q4: 318,482 shares; 2025Q1: 370,882 shares; 2025Q2: 451,073 shares; 2025Q3: 460,537 shares; 2025Q4: 480,188 shares; 2026Q1: 461,865 shares; 2026Q2: 473,445 shares 473,445 $27.9M 2.23% +11,580 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: 93,506 shares; 2024Q4: 91,878 shares; 2025Q1: 91,144 shares; 2025Q2: 88,296 shares; 2025Q3: 79,268 shares; 2025Q4: 78,614 shares; 2026Q1: 74,571 shares; 2026Q2: 72,658 shares 72,658 $26M 2.07% -1,913 Timeline SCHM 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: 572,939 shares; 2024Q4: 1,470,840 shares; 2025Q1: 900,465 shares; 2025Q2: 831,548 shares; 2025Q3: 761,764 shares; 2025Q4: 761,000 shares; 2026Q1: 695,554 shares; 2026Q2: 683,405 shares 683,405 $25.2M 2.01% -12,149 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: 23,616 shares; 2024Q4: 24,804 shares; 2025Q1: 25,366 shares; 2025Q2: 25,869 shares; 2025Q3: 25,253 shares; 2025Q4: 24,686 shares; 2026Q1: 21,788 shares; 2026Q2: 18,655 shares 18,655 $21.5M 1.72% -3,133 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,454 shares; 2024Q4: 234,318 shares; 2025Q1: 235,057 shares; 2025Q2: 263,288 shares; 2025Q3: 265,337 shares; 2025Q4: 268,163 shares; 2026Q1: 255,681 shares; 2026Q2: 258,946 shares 258,946 $21.4M 1.71% +3,265 Timeline SCHG 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: 221,180 shares; 2024Q4: 837,117 shares; 2025Q1: 798,253 shares; 2025Q2: 751,291 shares; 2025Q3: 697,063 shares; 2025Q4: 667,037 shares; 2026Q1: 636,897 shares; 2026Q2: 627,716 shares 627,716 $21.2M 1.69% -9,181 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; 2024Q3: 326,149 shares; 2024Q4: 344,507 shares; 2025Q1: 353,531 shares; 2025Q2: 361,806 shares; 2025Q3: 395,522 shares; 2025Q4: 409,756 shares; 2026Q1: 397,350 shares; 2026Q2: 412,846 shares 412,846 $19.3M 1.54% +15,496 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: 57,624 shares; 2024Q4: 59,926 shares; 2025Q1: 60,597 shares; 2025Q2: 58,144 shares; 2025Q3: 51,916 shares; 2025Q4: 52,575 shares; 2026Q1: 49,500 shares; 2026Q2: 49,926 shares 49,926 $18.6M 1.48% +426 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,009 shares; 2024Q4: 210,859 shares; 2025Q1: 208,996 shares; 2025Q2: 203,761 shares; 2025Q3: 201,359 shares; 2025Q4: 205,274 shares; 2026Q1: 190,282 shares; 2026Q2: 191,867 shares 191,867 $18.1M 1.45% +1,585 Timeline SCHA 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: 581,175 shares; 2024Q4: 1,017,671 shares; 2025Q1: 656,074 shares; 2025Q2: 594,508 shares; 2025Q3: 539,057 shares; 2025Q4: 534,449 shares; 2026Q1: 486,494 shares; 2026Q2: 480,896 shares 480,896 $17.4M 1.39% -5,598 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: 141,915 shares; 2024Q4: 127,434 shares; 2025Q1: 122,909 shares; 2025Q2: 118,796 shares; 2025Q3: 102,694 shares; 2025Q4: 97,884 shares; 2026Q1: 87,693 shares; 2026Q2: 84,023 shares 84,023 $16.8M 1.34% -3,670 Timeline SCHF 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: 425,301 shares; 2024Q4: 825,170 shares; 2025Q1: 816,291 shares; 2025Q2: 687,946 shares; 2025Q3: 644,996 shares; 2025Q4: 659,652 shares; 2026Q1: 604,280 shares; 2026Q2: 592,672 shares 592,672 $16.4M 1.31% -11,608 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: 19,512 shares; 2024Q4: 24,183 shares; 2025Q1: 25,456 shares; 2025Q2: 25,473 shares; 2025Q3: 24,310 shares; 2025Q4: 25,089 shares; 2026Q1: 49,904 shares; 2026Q2: 49,728 shares 49,728 $16.3M 1.3% -176 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: 76,644 shares; 2024Q4: 75,485 shares; 2025Q1: 75,319 shares; 2025Q2: 74,906 shares; 2025Q3: 65,201 shares; 2025Q4: 66,326 shares; 2026Q1: 64,943 shares; 2026Q2: 65,240 shares 65,240 $15.5M 1.24% +297 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: 16,642 shares; 2024Q4: 16,303 shares; 2025Q1: 16,077 shares; 2025Q2: 15,497 shares; 2025Q3: 13,486 shares; 2025Q4: 13,664 shares; 2026Q1: 13,430 shares; 2026Q2: 13,347 shares 13,347 $12.5M 1% -83 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,814 shares; 2024Q4: 82,872 shares; 2025Q1: 79,712 shares; 2025Q2: 78,396 shares; 2025Q3: 79,491 shares; 2025Q4: 80,604 shares; 2026Q1: 76,180 shares; 2026Q2: 74,091 shares 74,091 $8.1M 0.65% -2,089 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: 20,004 shares; 2024Q4: 19,589 shares; 2025Q1: 19,229 shares; 2025Q2: 18,715 shares; 2025Q3: 16,091 shares; 2025Q4: 16,094 shares; 2026Q1: 15,590 shares; 2026Q2: 15,247 shares 15,247 $7.83M 0.62% -343 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: 23,705 shares; 2024Q4: 31,025 shares; 2025Q1: 27,680 shares; 2025Q2: 27,808 shares; 2025Q3: 27,326 shares; 2025Q4: 28,240 shares; 2026Q1: 26,997 shares; 2026Q2: 27,368 shares 27,368 $6.95M 0.55% +371 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: 101,936 shares; 2024Q4: 78,314 shares; 2025Q1: 67,937 shares; 2025Q2: 65,460 shares; 2025Q3: 56,196 shares; 2025Q4: 54,537 shares; 2026Q1: 52,198 shares; 2026Q2: 50,059 shares 50,059 $6.88M 0.55% -2,139 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: 30,866 shares; 2024Q4: 28,043 shares; 2025Q1: 27,475 shares; 2025Q2: 22,326 shares; 2025Q3: 20,661 shares; 2025Q4: 20,110 shares; 2026Q1: 20,174 shares; 2026Q2: 79,142 shares 79,142 $6.38M 0.51% +58,968 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,402 shares; 2024Q4: 7,216 shares; 2025Q1: 7,126 shares; 2025Q2: 6,900 shares; 2025Q3: 6,174 shares; 2025Q4: 6,233 shares; 2026Q1: 5,893 shares; 2026Q2: 5,554 shares 5,554 $6.29M 0.5% -339 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,144 shares; 2024Q4: 48,122 shares; 2025Q1: 51,146 shares; 2025Q2: 64,855 shares; 2025Q3: 66,088 shares; 2025Q4: 66,637 shares; 2026Q1: 64,426 shares; 2026Q2: 63,551 shares 63,551 $6.29M 0.5% -875 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: 8,292 shares; 2024Q4: 8,967 shares; 2025Q1: 8,096 shares; 2025Q2: 8,391 shares; 2025Q3: 7,609 shares; 2025Q4: 8,552 shares; 2026Q1: 8,418 shares; 2026Q2: 8,068 shares 8,068 $5.54M 0.44% -350 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,136 shares; 2024Q4: 15,013 shares; 2025Q1: 14,870 shares; 2025Q2: 14,273 shares; 2025Q3: 12,205 shares; 2025Q4: 11,965 shares; 2026Q1: 11,206 shares; 2026Q2: 11,023 shares 11,023 $5.53M 0.44% -183 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,191 shares; 2024Q4: 8,402 shares; 2025Q1: 8,521 shares; 2025Q2: 8,159 shares; 2025Q3: 7,908 shares; 2025Q4: 8,214 shares; 2026Q1: 7,323 shares; 2026Q2: 6,711 shares 6,711 $5.12M 0.41% -612 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: 8,664 shares; 2024Q4: 8,598 shares; 2025Q1: 8,837 shares; 2025Q2: 7,898 shares; 2025Q3: 7,682 shares; 2025Q4: 6,743 shares; 2026Q1: 6,717 shares; 2026Q2: 6,812 shares 6,812 $5.09M 0.41% +95 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: 24,172 shares; 2024Q4: 34,465 shares; 2025Q1: 29,264 shares; 2025Q2: 29,423 shares; 2025Q3: 27,960 shares; 2025Q4: 30,388 shares; 2026Q1: 29,929 shares; 2026Q2: 30,223 shares 30,223 $5.01M 0.4% +294 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: 1,557 shares; 2024Q4: 4,460 shares; 2025Q1: 4,462 shares; 2025Q2: 4,481 shares; 2025Q3: 4,384 shares; 2025Q4: 4,375 shares; 2026Q1: 4,381 shares; 2026Q2: 4,521 shares 4,521 $4.81M 0.38% +140 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,038 shares; 2024Q4: 189,019 shares; 2025Q1: 169,813 shares; 2025Q2: 147,609 shares; 2025Q3: 139,206 shares; 2025Q4: 133,347 shares; 2026Q1: 125,798 shares; 2026Q2: 126,137 shares 126,137 $4.39M 0.35% +339 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: 15,411 shares; 2024Q4: 15,655 shares; 2025Q1: 15,991 shares; 2025Q2: 16,243 shares; 2025Q3: 16,420 shares; 2025Q4: 17,748 shares; 2026Q1: 16,991 shares; 2026Q2: 17,191 shares 17,191 $4.33M 0.34% +200 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,785 shares; 2024Q4: 290,237 shares; 2025Q1: 259,626 shares; 2025Q2: 151,391 shares; 2025Q3: 135,922 shares; 2025Q4: 136,526 shares; 2026Q1: 120,166 shares; 2026Q2: 118,673 shares 118,673 $4.3M 0.34% -1,493 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: 8,954 shares; 2024Q4: 8,541 shares; 2025Q1: 8,589 shares; 2025Q2: 8,463 shares; 2025Q3: 8,325 shares; 2025Q4: 8,319 shares; 2026Q1: 7,956 shares; 2026Q2: 8,106 shares 8,106 $4.06M 0.32% +150 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,579 shares; 2024Q4: 9,385 shares; 2025Q1: 9,422 shares; 2025Q2: 9,013 shares; 2025Q3: 7,936 shares; 2025Q4: 8,365 shares; 2026Q1: 8,099 shares; 2026Q2: 8,068 shares 8,068 $3.96M 0.32% -31 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: 10,135 shares; 2024Q4: 13,821 shares; 2025Q1: 14,031 shares; 2025Q2: 14,028 shares; 2025Q3: 13,647 shares; 2025Q4: 14,235 shares; 2026Q1: 13,708 shares; 2026Q2: 13,883 shares 13,883 $3.9M 0.31% +175 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: 20,045 shares; 2024Q4: 18,361 shares; 2025Q1: 18,139 shares; 2025Q2: 17,079 shares; 2025Q3: 14,886 shares; 2025Q4: 14,636 shares; 2026Q1: 14,437 shares; 2026Q2: 14,271 shares 14,271 $3.88M 0.31% -166 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: 9,763 shares; 2024Q4: 9,943 shares; 2025Q1: 10,749 shares; 2025Q2: 10,771 shares; 2025Q3: 9,832 shares; 2025Q4: 10,500 shares; 2026Q1: 9,007 shares; 2026Q2: 9,079 shares 9,079 $3.82M 0.3% +72 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; 2024Q3: 13,262 shares; 2024Q4: 29,412 shares; 2025Q1: 35,943 shares; 2025Q2: 36,258 shares; 2025Q3: 33,725 shares; 2025Q4: 34,360 shares; 2026Q1: 32,863 shares; 2026Q2: 31,530 shares 31,530 $3.75M 0.3% -1,333 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: 30,708 shares; 2024Q4: 23,117 shares; 2025Q1: 19,783 shares; 2025Q2: 19,024 shares; 2025Q3: 17,861 shares; 2025Q4: 17,385 shares; 2026Q1: 16,533 shares; 2026Q2: 16,280 shares 16,280 $3.7M 0.29% -253 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: 17,386 shares; 2024Q4: 17,836 shares; 2025Q1: 19,809 shares; 2025Q2: 19,676 shares; 2025Q3: 19,019 shares; 2025Q4: 21,263 shares; 2026Q1: 21,832 shares; 2026Q2: 22,215 shares 22,215 $3.26M 0.26% +383 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: 18,046 shares; 2024Q4: 28,113 shares; 2025Q1: 22,069 shares; 2025Q2: 22,211 shares; 2025Q3: 21,434 shares; 2025Q4: 21,006 shares; 2026Q1: 22,945 shares; 2026Q2: 23,202 shares 23,202 $3.17M 0.25% +257 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: 29,382 shares; 2024Q4: 29,524 shares; 2025Q1: 29,250 shares; 2025Q2: 30,449 shares; 2025Q3: 28,797 shares; 2025Q4: 31,419 shares; 2026Q1: 26,712 shares; 2026Q2: 27,373 shares 27,373 $3.1M 0.25% +661 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,582 shares; 2024Q4: 28,536 shares; 2025Q1: 29,084 shares; 2025Q2: 27,992 shares; 2025Q3: 25,546 shares; 2025Q4: 26,790 shares; 2026Q1: 25,799 shares; 2026Q2: 25,272 shares 25,272 $2.97M 0.24% -527 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,304 shares; 2024Q4: 7,409 shares; 2025Q1: 7,512 shares; 2025Q2: 7,689 shares; 2025Q3: 7,667 shares; 2025Q4: 8,517 shares; 2026Q1: 8,181 shares; 2026Q2: 8,258 shares 8,258 $2.93M 0.23% +77 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: 12,856 shares; 2024Q4: 13,029 shares; 2025Q1: 11,962 shares; 2025Q2: 13,382 shares; 2025Q3: 12,004 shares; 2025Q4: 10,737 shares; 2026Q1: 10,133 shares; 2026Q2: 9,630 shares 9,630 $2.89M 0.23% -503 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: 2,818 shares; 2024Q4: 2,726 shares; 2025Q1: 2,812 shares; 2025Q2: 2,782 shares; 2025Q3: 2,608 shares; 2025Q4: 2,277 shares; 2026Q1: 2,286 shares; 2026Q2: 2,374 shares 2,374 $2.85M 0.23% +88 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,956 shares; 2024Q4: 11,593 shares; 2025Q1: 11,568 shares; 2025Q2: 10,394 shares; 2025Q3: 10,013 shares; 2025Q4: 11,034 shares; 2026Q1: 10,175 shares; 2026Q2: 9,626 shares 9,626 $2.8M 0.22% -549 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,008 shares; 2024Q4: 20,921 shares; 2025Q1: 21,285 shares; 2025Q2: 21,137 shares; 2025Q3: 21,235 shares; 2025Q4: 24,419 shares; 2026Q1: 22,175 shares; 2026Q2: 21,412 shares 21,412 $2.78M 0.22% -763 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: 6,260 shares; 2024Q4: 6,079 shares; 2025Q1: 5,751 shares; 2025Q2: 5,681 shares; 2025Q3: 4,873 shares; 2025Q4: 5,004 shares; 2026Q1: 4,758 shares; 2026Q2: 4,923 shares 4,923 $2.77M 0.22% +165 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,538 shares; 2025Q1: 14,308 shares; 2025Q2: 14,428 shares; 2025Q3: 14,428 shares; 2025Q4: 14,698 shares; 2026Q1: 14,424 shares; 2026Q2: 14,664 shares 14,664 $2.65M 0.21% +240 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,019 shares; 2024Q4: 51,437 shares; 2025Q1: 36,523 shares; 2025Q2: 36,481 shares; 2025Q3: 36,489 shares; 2025Q4: 36,086 shares; 2026Q1: 35,929 shares; 2026Q2: 36,196 shares 36,196 $2.6M 0.21% +267 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: not reported; 2024Q4: 5,165 shares; 2025Q1: 4,701 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares; 2025Q4: 4,755 shares; 2026Q1: 5,195 shares; 2026Q2: 20,780 shares 20,780 $2.58M 0.21% +15,585 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: 5,170 shares; 2024Q4: 5,166 shares; 2025Q1: 5,218 shares; 2025Q2: 5,005 shares; 2025Q3: 5,106 shares; 2025Q4: 6,229 shares; 2026Q1: 6,208 shares; 2026Q2: 6,958 shares 6,958 $2.46M 0.2% +750 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: 84,470 shares; 2024Q4: 83,710 shares; 2025Q1: 83,335 shares; 2025Q2: 83,955 shares; 2025Q3: 79,503 shares; 2025Q4: 54,311 shares; 2026Q1: 52,347 shares; 2026Q2: 51,012 shares 51,012 $2.45M 0.19% -1,335 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: 5,653 shares; 2024Q4: 5,752 shares; 2025Q1: 5,860 shares; 2025Q2: 5,968 shares; 2025Q3: 5,903 shares; 2025Q4: 6,845 shares; 2026Q1: 6,571 shares; 2026Q2: 6,805 shares 6,805 $2.4M 0.19% +234 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,982 shares; 2024Q4: 20,473 shares; 2025Q1: 20,463 shares; 2025Q2: 19,691 shares; 2025Q3: 18,993 shares; 2025Q4: 20,913 shares; 2026Q1: 19,973 shares; 2026Q2: 19,328 shares 19,328 $2.38M 0.19% -645 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,237 shares; 2024Q4: 7,288 shares; 2025Q1: 7,487 shares; 2025Q2: 7,747 shares; 2025Q3: 7,533 shares; 2025Q4: 8,846 shares; 2026Q1: 8,610 shares; 2026Q2: 8,776 shares 8,776 $2.37M 0.19% +166 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: 10,105 shares; 2024Q4: 9,841 shares; 2025Q1: 9,584 shares; 2025Q2: 10,146 shares; 2025Q3: 8,962 shares; 2025Q4: 8,792 shares; 2026Q1: 8,571 shares; 2026Q2: 8,593 shares 8,593 $2.32M 0.19% +22 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: 12,936 shares; 2024Q4: 13,343 shares; 2025Q1: 13,878 shares; 2025Q2: 14,250 shares; 2025Q3: 14,310 shares; 2025Q4: 16,238 shares; 2026Q1: 15,675 shares; 2026Q2: 16,109 shares 16,109 $2.18M 0.17% +434 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 8,710 shares; 2025Q1: 8,270 shares; 2025Q2: 8,270 shares; 2025Q3: 8,270 shares; 2025Q4: 8,270 shares; 2026Q1: 8,471 shares; 2026Q2: 8,471 shares 8,471 $2.05M 0.16% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,473 shares; 2025Q2: 13,019 shares; 2025Q3: 13,150 shares; 2025Q4: 15,395 shares; 2026Q1: 14,666 shares; 2026Q2: 14,963 shares 14,963 $2.03M 0.16% +297 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: 2,042 shares; 2024Q4: 2,030 shares; 2025Q1: 2,189 shares; 2025Q2: 2,049 shares; 2025Q3: 1,569 shares; 2025Q4: 5,928 shares; 2026Q1: 5,441 shares; 2026Q2: 5,747 shares 5,747 $1.97M 0.16% +306 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,230 shares; 2024Q4: 55,230 shares; 2025Q1: 55,230 shares; 2025Q2: 55,230 shares; 2025Q3: 55,230 shares; 2025Q4: 55,230 shares; 2026Q1: 55,230 shares; 2026Q2: 55,230 shares 55,230 $1.92M 0.15% 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: not reported; 2024Q4: not reported; 2025Q1: 3,404 shares; 2025Q2: 3,487 shares; 2025Q3: 3,488 shares; 2025Q4: 14,689 shares; 2026Q1: 15,259 shares; 2026Q2: 14,714 shares 14,714 $1.86M 0.15% -545 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: 70,357 shares; 2024Q4: 162,680 shares; 2025Q1: 145,266 shares; 2025Q2: 65,563 shares; 2025Q3: 64,737 shares; 2025Q4: 65,854 shares; 2026Q1: 62,923 shares; 2026Q2: 62,777 shares 62,777 $1.82M 0.14% -146 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,241 shares; 2024Q4: 13,064 shares; 2025Q1: 13,615 shares; 2025Q2: 14,746 shares; 2025Q3: 15,810 shares; 2025Q4: 20,468 shares; 2026Q1: 20,235 shares; 2026Q2: 20,702 shares 20,702 $1.8M 0.14% +467 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,505 shares; 2024Q4: 64,116 shares; 2025Q1: 45,939 shares; 2025Q2: 17,748 shares; 2025Q3: 17,463 shares; 2025Q4: 17,097 shares; 2026Q1: 16,001 shares; 2026Q2: 15,146 shares 15,146 $1.78M 0.14% -855 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: 10,361 shares; 2024Q4: 10,361 shares; 2025Q1: 13,291 shares; 2025Q2: 14,004 shares; 2025Q3: 14,551 shares; 2025Q4: 14,463 shares; 2026Q1: 13,265 shares; 2026Q2: 13,762 shares 13,762 $1.77M 0.14% +497 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,409 shares; 2024Q4: 7,241 shares; 2025Q1: 7,140 shares; 2025Q2: 6,911 shares; 2025Q3: 5,912 shares; 2025Q4: 5,864 shares; 2026Q1: 5,540 shares; 2026Q2: 4,912 shares 4,912 $1.66M 0.13% -628 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,234 shares; 2024Q4: 117,362 shares; 2025Q1: 98,290 shares; 2025Q2: 43,426 shares; 2025Q3: 41,654 shares; 2025Q4: 42,127 shares; 2026Q1: 38,525 shares; 2026Q2: 34,880 shares 34,880 $1.66M 0.13% -3,645 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: 12,924 shares; 2024Q4: 48,450 shares; 2025Q1: 49,396 shares; 2025Q2: 55,245 shares; 2025Q3: 55,389 shares; 2025Q4: 56,042 shares; 2026Q1: 22,754 shares; 2026Q2: 22,658 shares 22,658 $1.61M 0.13% -96 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 778 shares; 2026Q1: 778 shares; 2026Q2: 778 shares 778 $1.52M 0.12% 0 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: 4,081 shares; 2024Q4: 4,067 shares; 2025Q1: 4,301 shares; 2025Q2: 4,078 shares; 2025Q3: 4,378 shares; 2025Q4: 4,742 shares; 2026Q1: 2,628 shares; 2026Q2: 3,684 shares 3,684 $1.39M 0.11% +1,056 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,697 shares; 2024Q4: 26,788 shares; 2025Q1: 21,474 shares; 2025Q2: 21,527 shares; 2025Q3: 21,575 shares; 2025Q4: 21,642 shares; 2026Q1: 21,690 shares; 2026Q2: 19,754 shares 19,754 $1.37M 0.11% -1,936 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,985 shares; 2025Q1: 15,985 shares; 2025Q2: 15,985 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares; 2026Q1: 13,862 shares; 2026Q2: 13,862 shares 13,862 $1.33M 0.11% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,281 shares; 2024Q4: 7,584 shares; 2025Q1: 15,043 shares; 2025Q2: 14,952 shares; 2025Q3: 15,046 shares; 2025Q4: 15,081 shares; 2026Q1: 15,777 shares; 2026Q2: 16,308 shares 16,308 $1.33M 0.11% +531 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,194 shares; 2024Q4: 6,877 shares; 2025Q1: 6,891 shares; 2025Q2: 6,958 shares; 2025Q3: 7,007 shares; 2025Q4: 7,399 shares; 2026Q1: 7,375 shares; 2026Q2: 7,423 shares 7,423 $1.3M 0.1% +48 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: 3,800 shares; 2025Q4: 3,845 shares; 2026Q1: 4,833 shares; 2026Q2: 4,955 shares 4,955 $1.27M 0.1% +122 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: 2,949 shares; 2024Q4: 2,466 shares; 2025Q1: 2,459 shares; 2025Q2: 2,421 shares; 2025Q3: 2,422 shares; 2025Q4: 2,438 shares; 2026Q1: 2,438 shares; 2026Q2: 14,625 shares 14,625 $1.26M 0.1% +12,187 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,972 shares; 2024Q4: 57,164 shares; 2025Q1: 56,606 shares; 2025Q2: 49,193 shares; 2025Q3: 57,500 shares; 2025Q4: 49,768 shares; 2026Q1: 50,005 shares; 2026Q2: 50,235 shares 50,235 $1.22M 0.1% +230 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,412 shares; 2025Q4: 3,275 shares; 2026Q1: 3,275 shares; 2026Q2: 3,275 shares 3,275 $1.21M 0.1% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,550 shares; 2025Q1: 5,270 shares; 2025Q2: 5,270 shares; 2025Q3: 5,270 shares; 2025Q4: 5,270 shares; 2026Q1: 5,318 shares; 2026Q2: 5,343 shares 5,343 $1.19M 0.09% +25 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: 1,346 shares; 2024Q4: 1,320 shares; 2025Q1: 1,205 shares; 2025Q2: 1,131 shares; 2025Q3: 1,186 shares; 2025Q4: 1,199 shares; 2026Q1: 1,238 shares; 2026Q2: 1,869 shares 1,869 $1.19M 0.09% +631 Timeline IXUS 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: 6,083 shares; 2025Q1: 7,515 shares; 2025Q2: 12,377 shares; 2025Q3: 12,354 shares; 2025Q4: 13,172 shares; 2026Q1: 12,307 shares; 2026Q2: 12,353 shares 12,353 $1.18M 0.09% +46 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,959 shares; 2024Q4: 3,559 shares; 2025Q1: 3,559 shares; 2025Q2: 4,128 shares; 2025Q3: 4,128 shares; 2025Q4: 4,163 shares; 2026Q1: 4,575 shares; 2026Q2: 4,631 shares 4,631 $1.14M 0.09% +56 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,184 shares; 2024Q4: 15,216 shares; 2025Q1: 15,224 shares; 2025Q2: 10,470 shares; 2025Q3: 10,481 shares; 2025Q4: 9,486 shares; 2026Q1: 9,346 shares; 2026Q2: 9,352 shares 9,352 $1.1M 0.09% +6 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,550 shares; 2024Q4: 4,559 shares; 2025Q1: 4,572 shares; 2025Q2: 4,585 shares; 2025Q3: 4,598 shares; 2025Q4: 4,612 shares; 2026Q1: 4,625 shares; 2026Q2: 4,605 shares 4,605 $1.1M 0.09% -20 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: 14,563 shares; 2024Q4: 21,030 shares; 2025Q1: 19,896 shares; 2025Q2: 14,406 shares; 2025Q3: 10,341 shares; 2025Q4: 10,364 shares; 2026Q1: 10,328 shares; 2026Q2: 9,876 shares 9,876 $1.09M 0.09% -452 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: 9,642 shares; 2024Q4: 9,653 shares; 2025Q1: 9,388 shares; 2025Q2: 8,738 shares; 2025Q3: 6,663 shares; 2025Q4: 6,697 shares; 2026Q1: 6,682 shares; 2026Q2: 6,454 shares 6,454 $1.05M 0.08% -228 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,146 shares; 2024Q4: 7,999 shares; 2025Q1: 7,834 shares; 2025Q2: 7,338 shares; 2025Q3: 5,841 shares; 2025Q4: 5,794 shares; 2026Q1: 5,343 shares; 2026Q2: 4,452 shares 4,452 $997K 0.08% -891 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: 7,357 shares; 2024Q4: 7,496 shares; 2025Q1: 7,544 shares; 2025Q2: 9,714 shares; 2025Q3: 9,714 shares; 2025Q4: 9,605 shares; 2026Q1: 9,605 shares; 2026Q2: 9,498 shares 9,498 $987K 0.08% -107 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: 13,618 shares; 2024Q4: 13,722 shares; 2025Q1: 13,457 shares; 2025Q2: 14,337 shares; 2025Q3: 12,628 shares; 2025Q4: 12,787 shares; 2026Q1: 11,696 shares; 2026Q2: 11,479 shares 11,479 $981K 0.08% -217 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: 7,402 shares; 2024Q4: 5,156 shares; 2025Q1: 6,777 shares; 2025Q2: 6,804 shares; 2025Q3: 6,755 shares; 2025Q4: 7,977 shares; 2026Q1: 7,959 shares; 2026Q2: 8,328 shares 8,328 $978K 0.08% +369 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: 1,383 shares; 2025Q4: 1,457 shares; 2026Q1: 1,414 shares; 2026Q2: 1,666 shares 1,666 $968K 0.08% +252 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $931K 0.07% 0 Timeline SPYV 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: 4,459 shares; 2024Q4: 13,490 shares; 2025Q1: 16,041 shares; 2025Q2: 16,119 shares; 2025Q3: 16,193 shares; 2025Q4: 16,626 shares; 2026Q1: 15,118 shares; 2026Q2: 15,183 shares 15,183 $923K 0.07% +65 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; 2024Q3: 7,835 shares; 2024Q4: 37,539 shares; 2025Q1: 39,907 shares; 2025Q2: 34,594 shares; 2025Q3: 27,509 shares; 2025Q4: 27,684 shares; 2026Q1: 26,006 shares; 2026Q2: 25,409 shares 25,409 $850K 0.07% -597 Timeline USRT 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: 12,551 shares 12,551 $834K 0.07% new 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: 2,466 shares; 2024Q4: 3,526 shares; 2025Q1: 3,273 shares; 2025Q2: 2,803 shares; 2025Q3: 2,541 shares; 2025Q4: 2,610 shares; 2026Q1: 2,272 shares; 2026Q2: 1,971 shares 1,971 $819K 0.07% -301 Timeline SPTI 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: 8,762 shares; 2024Q4: 42,636 shares; 2025Q1: 44,903 shares; 2025Q2: 37,769 shares; 2025Q3: 27,553 shares; 2025Q4: 28,906 shares; 2026Q1: 26,914 shares; 2026Q2: 28,666 shares 28,666 $814K 0.06% +1,752 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,098 shares; 2024Q4: 10,098 shares; 2025Q1: 10,098 shares; 2025Q2: 10,098 shares; 2025Q3: 10,098 shares; 2025Q4: 10,098 shares; 2026Q1: 13,405 shares; 2026Q2: 13,441 shares 13,441 $798K 0.06% +36 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,791 shares; 2024Q4: 1,796 shares; 2025Q1: 1,801 shares; 2025Q2: 1,805 shares; 2025Q3: 1,810 shares; 2025Q4: 1,815 shares; 2026Q1: 1,819 shares; 2026Q2: 1,823 shares 1,823 $777K 0.06% +4 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; 2024Q3: 8,448 shares; 2024Q4: 12,904 shares; 2025Q1: 12,907 shares; 2025Q2: 12,705 shares; 2025Q3: 10,438 shares; 2025Q4: 16,747 shares; 2026Q1: 14,749 shares; 2026Q2: 14,955 shares 14,955 $745K 0.06% +206 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,870 shares; 2025Q1: 2,818 shares; 2025Q2: 2,819 shares; 2025Q3: 2,819 shares; 2025Q4: 2,836 shares; 2026Q1: 2,888 shares; 2026Q2: 2,936 shares 2,936 $729K 0.06% +48 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,243 shares; 2025Q1: 24,928 shares; 2025Q2: 24,928 shares; 2025Q3: 24,928 shares; 2025Q4: 25,054 shares; 2026Q1: 24,928 shares; 2026Q2: 22,296 shares 22,296 $713K 0.06% -2,632 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,611 shares; 2024Q4: 5,722 shares; 2025Q1: 5,430 shares; 2025Q2: 5,386 shares; 2025Q3: 4,950 shares; 2025Q4: 4,944 shares; 2026Q1: 4,985 shares; 2026Q2: 4,943 shares 4,943 $687K 0.05% -42 Timeline FLXS FLEXSTEEL INDS INC More: the full row for FLEXSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,112 shares; 2024Q4: 11,112 shares; 2025Q1: 9,112 shares; 2025Q2: 9,112 shares; 2025Q3: 9,112 shares; 2025Q4: 9,112 shares; 2026Q1: 9,112 shares; 2026Q2: 9,112 shares 9,112 $679K 0.05% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,958 shares; 2024Q4: 1,928 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares; 2026Q2: 1,875 shares 1,875 $668K 0.05% -55 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: 2,698 shares; 2025Q1: 2,490 shares; 2025Q2: 2,704 shares; 2025Q3: 3,054 shares; 2025Q4: 3,321 shares; 2026Q1: 3,456 shares; 2026Q2: 3,500 shares 3,500 $664K 0.05% +44 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,177 shares; 2025Q2: 7,553 shares; 2025Q3: 9,690 shares; 2025Q4: 11,638 shares; 2026Q1: 11,390 shares; 2026Q2: 11,437 shares 11,437 $662K 0.05% +47 Timeline VTWO 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: 5,294 shares; 2024Q4: 5,314 shares; 2025Q1: 5,330 shares; 2025Q2: 5,345 shares; 2025Q3: 5,364 shares; 2025Q4: 5,385 shares; 2026Q1: 5,399 shares; 2026Q2: 5,413 shares 5,413 $657K 0.05% +14 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: not reported; 2024Q4: 15,303 shares; 2025Q1: 15,304 shares; 2025Q2: 15,138 shares; 2025Q3: 13,581 shares; 2025Q4: 13,694 shares; 2026Q1: 13,514 shares; 2026Q2: 13,802 shares 13,802 $656K 0.05% +288 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,915 shares; 2024Q4: 1,915 shares; 2025Q1: 1,915 shares; 2025Q2: 1,915 shares; 2025Q3: 1,820 shares; 2025Q4: 1,803 shares; 2026Q1: 1,794 shares; 2026Q2: 1,790 shares 1,790 $654K 0.05% -4 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: 1,389 shares; 2026Q1: 1,308 shares; 2026Q2: 1,502 shares 1,502 $651K 0.05% +194 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: 14,348 shares; 2024Q4: 33,568 shares; 2025Q1: 34,349 shares; 2025Q2: 34,331 shares; 2025Q3: 33,805 shares; 2025Q4: 34,425 shares; 2026Q1: 36,859 shares; 2026Q2: 29,194 shares 29,194 $604K 0.05% -7,665 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,565 shares; 2024Q4: 19,913 shares; 2025Q1: 19,921 shares; 2025Q2: 18,452 shares; 2025Q3: 16,980 shares; 2025Q4: 17,159 shares; 2026Q1: 16,999 shares; 2026Q2: 16,534 shares 16,534 $601K 0.05% -465 Timeline SCHZ 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: 65,217 shares; 2024Q4: 109,897 shares; 2025Q1: 93,052 shares; 2025Q2: 30,037 shares; 2025Q3: 29,779 shares; 2025Q4: 25,696 shares; 2026Q1: 25,381 shares; 2026Q2: 25,641 shares 25,641 $593K 0.05% +260 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,651 shares; 2025Q1: 4,541 shares; 2025Q2: 4,520 shares; 2025Q3: 4,524 shares; 2025Q4: 4,196 shares; 2026Q1: 4,068 shares; 2026Q2: 4,091 shares 4,091 $586K 0.05% +23 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 707 shares; 2026Q1: 687 shares; 2026Q2: 608 shares 608 $585K 0.05% -79 Timeline FRAF FRANKLIN FINL SVCS CORP More: the full row for FRANKLIN FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,136 shares; 2024Q4: 9,166 shares; 2025Q1: 9,180 shares; 2025Q2: 9,195 shares; 2025Q3: 9,207 shares; 2025Q4: 9,218 shares; 2026Q1: 9,229 shares; 2026Q2: 9,246 shares 9,246 $579K 0.05% +17 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: 3,987 shares 3,987 $557K 0.04% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,703 shares; 2024Q4: 3,714 shares; 2025Q1: 3,724 shares; 2025Q2: 3,733 shares; 2025Q3: 3,419 shares; 2025Q4: 3,430 shares; 2026Q1: 3,438 shares; 2026Q2: 3,303 shares 3,303 $541K 0.04% -135 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: 6,119 shares; 2024Q4: 6,102 shares; 2025Q1: 7,189 shares; 2025Q2: 6,971 shares; 2025Q3: 6,952 shares; 2025Q4: 8,341 shares; 2026Q1: 8,152 shares; 2026Q2: 9,188 shares 9,188 $524K 0.04% +1,036 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,286 shares; 2024Q4: 12,342 shares; 2025Q1: 12,305 shares; 2025Q2: 12,392 shares; 2025Q3: 12,461 shares; 2025Q4: 12,526 shares; 2026Q1: 12,594 shares; 2026Q2: 12,666 shares 12,666 $517K 0.04% +72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,032 shares; 2026Q2: 7,032 shares 7,032 $516K 0.04% 0 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: 1,767 shares; 2025Q1: 1,769 shares; 2025Q2: 1,940 shares; 2025Q3: 1,943 shares; 2025Q4: 2,149 shares; 2026Q1: 2,266 shares; 2026Q2: 2,454 shares 2,454 $513K 0.04% +188 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,319 shares; 2025Q2: 5,452 shares; 2025Q3: 5,452 shares; 2025Q4: 4,918 shares; 2026Q1: 4,999 shares; 2026Q2: 5,302 shares 5,302 $510K 0.04% +303 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: 718 shares; 2024Q4: 715 shares; 2025Q1: 716 shares; 2025Q2: 707 shares; 2025Q3: 768 shares; 2025Q4: 557 shares; 2026Q1: 433 shares; 2026Q2: 482 shares 482 $488K 0.04% +49 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,381 shares; 2024Q4: 34,724 shares; 2025Q1: 35,229 shares; 2025Q2: 35,081 shares; 2025Q3: 33,974 shares; 2025Q4: 33,614 shares; 2026Q1: 33,810 shares; 2026Q2: 34,510 shares 34,510 $480K 0.04% +700 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: 1,016 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 968 shares; 2026Q1: 1,133 shares; 2026Q2: 1,270 shares 1,270 $475K 0.04% +137 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,787 shares; 2025Q4: 1,787 shares; 2026Q1: 1,787 shares; 2026Q2: 1,787 shares 1,787 $461K 0.04% 0 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: 2,619 shares; 2024Q4: 2,573 shares; 2025Q1: 2,573 shares; 2025Q2: 2,492 shares; 2025Q3: 2,757 shares; 2025Q4: 2,973 shares; 2026Q1: 2,858 shares; 2026Q2: 3,120 shares 3,120 $457K 0.04% +262 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,962 shares; 2025Q1: 2,962 shares; 2025Q2: 2,906 shares; 2025Q3: 2,906 shares; 2025Q4: 2,806 shares; 2026Q1: 2,806 shares; 2026Q2: 3,259 shares 3,259 $456K 0.04% +453 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: 1,756 shares; 2024Q4: 1,595 shares; 2025Q1: 1,529 shares; 2025Q2: 1,508 shares; 2025Q3: 990 shares; 2025Q4: 982 shares; 2026Q1: 913 shares; 2026Q2: 890 shares 890 $453K 0.04% -23 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: 1,179 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,408 shares; 2025Q3: 1,317 shares; 2025Q4: 1,427 shares; 2026Q1: not reported; 2026Q2: 620 shares 620 $449K 0.04% new Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,412 shares; 2025Q2: 14,427 shares; 2025Q3: 14,469 shares; 2025Q4: 13,756 shares; 2026Q1: 13,859 shares; 2026Q2: 14,085 shares 14,085 $432K 0.03% +226 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: 1,414 shares; 2024Q4: 2,205 shares; 2025Q1: 1,070 shares; 2025Q2: 3,459 shares; 2025Q3: 1,116 shares; 2025Q4: 1,119 shares; 2026Q1: 1,164 shares; 2026Q2: 1,166 shares 1,166 $431K 0.03% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,677 shares; 2026Q1: 483 shares; 2026Q2: 584 shares 584 $430K 0.03% +101 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: 4,599 shares; 2024Q4: 13,106 shares; 2025Q1: 14,141 shares; 2025Q2: 13,193 shares; 2025Q3: 13,238 shares; 2025Q4: 13,249 shares; 2026Q1: 13,114 shares; 2026Q2: 13,152 shares 13,152 $417K 0.03% +38 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,711 shares; 2025Q4: 6,711 shares; 2026Q1: 7,709 shares; 2026Q2: 7,709 shares 7,709 $412K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,499 shares; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 4,178 shares; 2025Q3: 2,091 shares; 2025Q4: 2,112 shares; 2026Q1: 2,050 shares; 2026Q2: 2,146 shares 2,146 $409K 0.03% +96 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,544 shares; 2024Q4: 5,840 shares; 2025Q1: 5,466 shares; 2025Q2: 5,466 shares; 2025Q3: 4,801 shares; 2025Q4: 4,801 shares; 2026Q1: 4,801 shares; 2026Q2: 4,577 shares 4,577 $382K 0.03% -224 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,194 shares; 2024Q4: 21,534 shares; 2025Q1: 14,888 shares; 2025Q2: 14,684 shares; 2025Q3: 14,684 shares; 2025Q4: 14,684 shares; 2026Q1: 14,948 shares; 2026Q2: 15,850 shares 15,850 $382K 0.03% +902 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: 2,279 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares; 2025Q4: 2,357 shares; 2026Q1: 2,270 shares; 2026Q2: 2,350 shares 2,350 $381K 0.03% +80 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: 2,236 shares; 2024Q4: 2,236 shares; 2025Q1: 2,286 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 2,417 shares; 2026Q1: 2,303 shares; 2026Q2: 2,475 shares 2,475 $375K 0.03% +172 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,105 shares; 2024Q4: 8,024 shares; 2025Q1: 7,083 shares; 2025Q2: 7,083 shares; 2025Q3: 7,083 shares; 2025Q4: 7,083 shares; 2026Q1: 7,083 shares; 2026Q2: 7,083 shares 7,083 $371K 0.03% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 736 shares; 2025Q4: 1,473 shares; 2026Q1: not reported; 2026Q2: 1,946 shares 1,946 $371K 0.03% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 4,453 shares; 2025Q3: 4,453 shares; 2025Q4: 4,453 shares; 2026Q1: 4,453 shares; 2026Q2: 4,453 shares 4,453 $367K 0.03% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,251 shares; 2024Q4: 2,252 shares; 2025Q1: 2,252 shares; 2025Q2: 2,169 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,171 shares; 2026Q2: 2,171 shares 2,171 $357K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 812 shares; 2026Q1: 815 shares; 2026Q2: 890 shares 890 $353K 0.03% +75 Timeline DFUV 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: 6,288 shares; 2024Q4: 6,288 shares; 2025Q1: 6,288 shares; 2025Q2: 6,288 shares; 2025Q3: 6,288 shares; 2025Q4: 6,288 shares; 2026Q1: 6,288 shares; 2026Q2: 6,288 shares 6,288 $346K 0.03% 0 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: 1,894 shares; 2024Q4: 1,698 shares; 2025Q1: 1,754 shares; 2025Q2: 1,488 shares; 2025Q3: 1,736 shares; 2025Q4: 1,673 shares; 2026Q1: 1,450 shares; 2026Q2: 1,540 shares 1,540 $340K 0.03% +90 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254 shares; 2026Q2: 288 shares 288 $338K 0.03% +34 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,108 shares 1,108 $334K 0.03% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,053 shares; 2026Q2: 982 shares 982 $309K 0.02% -71 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,976 shares; 2024Q4: 16,052 shares; 2025Q1: 15,230 shares; 2025Q2: 14,947 shares; 2025Q3: 13,990 shares; 2025Q4: 10,374 shares; 2026Q1: 8,830 shares; 2026Q2: 7,451 shares 7,451 $306K 0.02% -1,379 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,072 shares; 2025Q1: 8,185 shares; 2025Q2: 8,019 shares; 2025Q3: 7,978 shares; 2025Q4: 8,126 shares; 2026Q1: 3,689 shares; 2026Q2: 3,513 shares 3,513 $290K 0.02% -176 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,054 shares; 2025Q4: not reported; 2026Q1: 1,074 shares; 2026Q2: 1,118 shares 1,118 $286K 0.02% +44 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: 3,885 shares; 2024Q4: 3,773 shares; 2025Q1: 3,783 shares; 2025Q2: 3,761 shares; 2025Q3: 3,815 shares; 2025Q4: 3,953 shares; 2026Q1: 3,857 shares; 2026Q2: 3,148 shares 3,148 $286K 0.02% -709 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,182 shares; 2025Q1: 2,460 shares; 2025Q2: 2,456 shares; 2025Q3: 2,457 shares; 2025Q4: 2,457 shares; 2026Q1: 2,459 shares; 2026Q2: 2,563 shares 2,563 $281K 0.02% +104 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,188 shares; 2025Q1: 7,524 shares; 2025Q2: 7,530 shares; 2025Q3: 7,083 shares; 2025Q4: 6,952 shares; 2026Q1: 5,799 shares; 2026Q2: 5,886 shares 5,886 $280K 0.02% +87 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 1,715 shares; 2025Q1: 1,716 shares; 2025Q2: 1,717 shares; 2025Q3: 926 shares; 2025Q4: 927 shares; 2026Q1: 762 shares; 2026Q2: 753 shares 753 $279K 0.02% -9 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: 5,394 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,634 shares; 2025Q3: 4,589 shares; 2025Q4: 4,611 shares; 2026Q1: 4,611 shares; 2026Q2: 4,599 shares 4,599 $275K 0.02% -12 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,575 shares; 2024Q4: 5,654 shares; 2025Q1: 5,730 shares; 2025Q2: 5,815 shares; 2025Q3: 5,901 shares; 2025Q4: 6,116 shares; 2026Q1: 6,048 shares; 2026Q2: 5,909 shares 5,909 $263K 0.02% -139 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,059 shares 25,059 $256K 0.02% +59 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 356 shares 356 $254K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,815 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,176 shares; 2025Q4: not reported; 2026Q1: 920 shares; 2026Q2: 967 shares 967 $252K 0.02% +47 Timeline SPAB 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: 9,170 shares; 2026Q1: 9,229 shares; 2026Q2: 9,576 shares 9,576 $244K 0.02% +347 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,096 shares; 2024Q4: 3,138 shares; 2025Q1: not reported; 2025Q2: 2,741 shares; 2025Q3: 2,741 shares; 2025Q4: 2,833 shares; 2026Q1: 2,833 shares; 2026Q2: 2,867 shares 2,867 $243K 0.02% +34 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: not reported; 2024Q4: 843 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 787 shares 787 $239K 0.02% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 2,131 shares; 2026Q1: 2,131 shares; 2026Q2: 2,131 shares 2,131 $238K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,167 shares; 2024Q4: 6,043 shares; 2025Q1: 6,448 shares; 2025Q2: 6,425 shares; 2025Q3: 6,084 shares; 2025Q4: 5,120 shares; 2026Q1: 5,338 shares; 2026Q2: 5,609 shares 5,609 $237K 0.02% +271 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,295 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,227 shares 1,227 $227K 0.02% new Timeline ESML 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: 4,010 shares 4,010 $224K 0.02% new 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: 1,353 shares; 2024Q4: 953 shares; 2025Q1: 956 shares; 2025Q2: 943 shares; 2025Q3: 768 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 608 shares 608 $220K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 664 shares 664 $219K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: 830 shares; 2025Q4: 850 shares; 2026Q1: not reported; 2026Q2: 624 shares 624 $211K 0.02% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379 shares; 2024Q4: 380 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 1,990 shares; 2026Q1: 1,920 shares; 2026Q2: 2,082 shares 2,082 $207K 0.02% +162 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 10,723 shares; 2026Q2: 11,037 shares 11,037 $196K 0.02% +314 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL 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: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $165K 0.01% 0 Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $18.6K <0.01% 0 Timeline