CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,893 shares; 2024Q4: 119,059 shares; 2025Q1: 203,350 shares; 2025Q2: 218,694 shares; 2025Q3: 226,318 shares; 2025Q4: 230,690 shares; 2026Q1: 238,185 shares; 2026Q2: 254,612 shares 254,612 $12.5M 5.5% +16,427 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 74,535 shares; 2025Q1: 174,260 shares; 2025Q2: 184,452 shares; 2025Q3: 193,183 shares; 2025Q4: 196,640 shares; 2026Q1: 204,980 shares; 2026Q2: 223,806 shares 223,806 $10.4M 4.57% +18,826 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,875 shares; 2024Q4: 76,139 shares; 2025Q1: 140,450 shares; 2025Q2: 110,405 shares; 2025Q3: 116,039 shares; 2025Q4: 124,488 shares; 2026Q1: 131,303 shares; 2026Q2: 141,546 shares 141,546 $7.13M 3.14% +10,243 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,091 shares; 2024Q4: 135,689 shares; 2025Q1: 121,314 shares; 2025Q2: 122,753 shares; 2025Q3: 129,499 shares; 2025Q4: 136,890 shares; 2026Q1: 143,944 shares; 2026Q2: 152,724 shares 152,724 $7.06M 3.11% +8,780 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,737 shares; 2025Q2: 123,809 shares; 2025Q3: 134,965 shares; 2025Q4: 140,883 shares; 2026Q1: 153,251 shares; 2026Q2: 174,374 shares 174,374 $6.97M 3.07% +21,123 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: 90,623 shares; 2024Q4: 89,800 shares; 2025Q1: 101,677 shares; 2025Q2: 104,261 shares; 2025Q3: 111,704 shares; 2025Q4: 115,654 shares; 2026Q1: 119,500 shares; 2026Q2: 132,394 shares 132,394 $6.55M 2.89% +12,894 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: 21,752 shares; 2024Q4: 21,306 shares; 2025Q1: 47,048 shares; 2025Q2: 48,062 shares; 2025Q3: 50,655 shares; 2025Q4: 52,214 shares; 2026Q1: 52,590 shares; 2026Q2: 57,271 shares 57,271 $6.29M 2.77% +4,681 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,941 shares; 2025Q1: 219,415 shares; 2025Q2: 220,283 shares; 2025Q3: 240,290 shares; 2025Q4: 256,397 shares; 2026Q1: 264,820 shares; 2026Q2: 281,071 shares 281,071 $6.21M 2.74% +16,251 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: 4,617 shares; 2024Q4: 4,553 shares; 2025Q1: 4,257 shares; 2025Q2: 7,706 shares; 2025Q3: 7,816 shares; 2025Q4: 7,865 shares; 2026Q1: 7,792 shares; 2026Q2: 8,043 shares 8,043 $6.05M 2.67% +251 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: 16,563 shares; 2024Q4: 16,547 shares; 2025Q1: 18,190 shares; 2025Q2: 19,829 shares; 2025Q3: 19,847 shares; 2025Q4: 17,409 shares; 2026Q1: 17,288 shares; 2026Q2: 16,879 shares 16,879 $5.95M 2.62% -409 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,453 shares; 2024Q4: 59,697 shares; 2025Q1: 67,116 shares; 2025Q2: 68,095 shares; 2025Q3: 69,485 shares; 2025Q4: 70,051 shares; 2026Q1: 69,466 shares; 2026Q2: 74,995 shares 74,995 $5.79M 2.55% +5,529 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,904 shares; 2024Q4: 184,461 shares; 2025Q1: 192,708 shares; 2025Q2: 192,687 shares; 2025Q3: 213,895 shares; 2025Q4: 220,793 shares; 2026Q1: 222,951 shares; 2026Q2: 221,717 shares 221,717 $5.75M 2.54% -1,234 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,758 shares; 2024Q4: 43,958 shares; 2025Q1: 37,480 shares; 2025Q2: 39,227 shares; 2025Q3: 42,837 shares; 2025Q4: 47,495 shares; 2026Q1: 51,761 shares; 2026Q2: 56,181 shares 56,181 $5.65M 2.49% +4,420 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: 10,956 shares; 2024Q4: 11,842 shares; 2025Q1: 11,780 shares; 2025Q2: 13,509 shares; 2025Q3: 13,901 shares; 2025Q4: 13,853 shares; 2026Q1: 13,910 shares; 2026Q2: 16,288 shares 16,288 $5.17M 2.28% +2,378 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,492 shares; 2024Q4: 49,169 shares; 2025Q1: 57,503 shares; 2025Q2: 58,155 shares; 2025Q3: 60,100 shares; 2025Q4: 60,714 shares; 2026Q1: 60,366 shares; 2026Q2: 62,502 shares 62,502 $4.7M 2.07% +2,136 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,115 shares; 2025Q2: 113,644 shares; 2025Q3: 121,486 shares; 2025Q4: 126,088 shares; 2026Q1: 133,010 shares; 2026Q2: 145,026 shares 145,026 $4.69M 2.06% +12,016 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: 5,250 shares; 2024Q4: 5,239 shares; 2025Q1: 5,051 shares; 2025Q2: 5,165 shares; 2025Q3: 5,437 shares; 2025Q4: 5,465 shares; 2026Q1: 5,590 shares; 2026Q2: 5,863 shares 5,863 $4.17M 1.84% +273 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,664 shares; 2024Q4: 22,164 shares; 2025Q1: 22,220 shares; 2025Q2: 22,220 shares; 2025Q3: 22,220 shares; 2025Q4: 21,389 shares; 2026Q1: 21,389 shares; 2026Q2: 22,514 shares 22,514 $4.02M 1.77% +1,125 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: 23,838 shares; 2024Q4: 52,790 shares; 2025Q1: 99,858 shares; 2025Q2: 101,946 shares; 2025Q3: 104,996 shares; 2025Q4: 106,844 shares; 2026Q1: 107,153 shares; 2026Q2: 111,834 shares 111,834 $3.84M 1.69% +4,681 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: 6,201 shares; 2024Q4: 6,644 shares; 2025Q1: 6,709 shares; 2025Q2: 6,760 shares; 2025Q3: 6,882 shares; 2025Q4: 6,961 shares; 2026Q1: 8,468 shares; 2026Q2: 9,587 shares 9,587 $3.75M 1.65% +1,119 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,830 shares; 2024Q4: 39,285 shares; 2025Q1: 29,962 shares; 2025Q2: 30,031 shares; 2025Q3: 32,404 shares; 2025Q4: 33,006 shares; 2026Q1: 34,288 shares; 2026Q2: 37,230 shares 37,230 $3.51M 1.55% +2,942 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: 3,912 shares; 2024Q4: 4,112 shares; 2025Q1: 4,254 shares; 2025Q2: 4,665 shares; 2025Q3: 4,576 shares; 2025Q4: 5,343 shares; 2026Q1: 5,077 shares; 2026Q2: 5,274 shares 5,274 $3.46M 1.53% +197 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,363 shares; 2024Q4: 70,924 shares; 2025Q1: 118,361 shares; 2025Q2: 117,606 shares; 2025Q3: 122,414 shares; 2025Q4: 129,435 shares; 2026Q1: 129,252 shares; 2026Q2: 133,885 shares 133,885 $3.42M 1.51% +4,633 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,663 shares; 2024Q4: 115,663 shares; 2025Q1: 115,750 shares; 2025Q2: 115,750 shares; 2025Q3: 115,750 shares; 2025Q4: 104,899 shares; 2026Q1: 104,899 shares; 2026Q2: 104,812 shares 104,812 $3.26M 1.43% -87 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,414 shares; 2024Q4: 47,375 shares; 2025Q1: 40,997 shares; 2025Q2: 41,460 shares; 2025Q3: 43,768 shares; 2025Q4: 45,445 shares; 2026Q1: 45,409 shares; 2026Q2: 48,616 shares 48,616 $3.14M 1.38% +3,207 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,144 shares; 2025Q1: 24,593 shares; 2025Q2: 23,850 shares; 2025Q3: 24,016 shares; 2025Q4: 24,033 shares; 2026Q1: 23,898 shares; 2026Q2: 24,631 shares 24,631 $2.99M 1.32% +733 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: 16,620 shares; 2024Q4: 18,448 shares; 2025Q1: 18,628 shares; 2025Q2: 19,670 shares; 2025Q3: 20,501 shares; 2025Q4: 20,348 shares; 2026Q1: 20,353 shares; 2026Q2: 21,234 shares 21,234 $2.44M 1.07% +881 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: 3,711 shares; 2024Q4: 4,875 shares; 2025Q1: 4,897 shares; 2025Q2: 4,910 shares; 2025Q3: 5,036 shares; 2025Q4: 5,034 shares; 2026Q1: 4,748 shares; 2026Q2: 6,600 shares 6,600 $2.21M 0.97% +1,852 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: 7,638 shares; 2024Q4: 7,858 shares; 2025Q1: 8,088 shares; 2025Q2: 8,206 shares; 2025Q3: 8,552 shares; 2025Q4: 8,591 shares; 2026Q1: 8,686 shares; 2026Q2: 10,791 shares 10,791 $2.2M 0.97% +2,105 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: 5,205 shares; 2024Q4: 4,789 shares; 2025Q1: 4,976 shares; 2025Q2: 5,756 shares; 2025Q3: 5,691 shares; 2025Q4: 5,802 shares; 2026Q1: 7,540 shares; 2026Q2: 8,093 shares 8,093 $2M 0.88% +553 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: 15,407 shares; 2024Q4: 15,948 shares; 2025Q1: 16,296 shares; 2025Q2: 16,363 shares; 2025Q3: 16,102 shares; 2025Q4: 16,239 shares; 2026Q1: 15,901 shares; 2026Q2: 13,491 shares 13,491 $1.95M 0.86% -2,410 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: 22,648 shares; 2024Q4: 22,899 shares; 2025Q1: 21,899 shares; 2025Q2: 21,902 shares; 2025Q3: 21,060 shares; 2025Q4: 22,214 shares; 2026Q1: 22,814 shares; 2026Q2: 22,036 shares 22,036 $1.86M 0.82% -778 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,441 shares; 2024Q4: 11,643 shares; 2025Q1: 13,342 shares; 2025Q2: 20,073 shares; 2025Q3: 29,620 shares; 2025Q4: 37,508 shares; 2026Q1: 42,986 shares; 2026Q2: 48,796 shares 48,796 $1.82M 0.8% +5,810 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,943 shares; 2024Q4: 7,030 shares; 2025Q1: 20,793 shares; 2025Q2: 18,168 shares; 2025Q3: 18,222 shares; 2025Q4: 17,969 shares; 2026Q1: 17,424 shares; 2026Q2: 16,994 shares 16,994 $1.81M 0.8% -430 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: 16,719 shares; 2024Q4: 17,760 shares; 2025Q1: 17,892 shares; 2025Q2: 16,985 shares; 2025Q3: 17,006 shares; 2025Q4: 17,010 shares; 2026Q1: 17,608 shares; 2026Q2: 18,469 shares 18,469 $1.78M 0.79% +861 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,725 shares; 2024Q4: 51,265 shares; 2025Q1: 51,538 shares; 2025Q2: 51,540 shares; 2025Q3: 67,271 shares; 2025Q4: 67,272 shares; 2026Q1: 67,273 shares; 2026Q2: 67,273 shares 67,273 $1.73M 0.76% 0 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: 4,129 shares; 2024Q4: 4,557 shares; 2025Q1: 4,789 shares; 2025Q2: 4,805 shares; 2025Q3: 4,617 shares; 2025Q4: 4,678 shares; 2026Q1: 5,124 shares; 2026Q2: 5,810 shares 5,810 $1.69M 0.74% +686 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: 2,518 shares; 2024Q4: 2,517 shares; 2025Q1: 2,457 shares; 2025Q2: 2,457 shares; 2025Q3: 2,546 shares; 2025Q4: 2,517 shares; 2026Q1: 2,532 shares; 2026Q2: 2,443 shares 2,443 $1.68M 0.74% -89 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: 31,519 shares; 2024Q4: 31,520 shares; 2025Q1: 31,380 shares; 2025Q2: 31,381 shares; 2025Q3: 31,408 shares; 2025Q4: 31,353 shares; 2026Q1: 27,769 shares; 2026Q2: 27,801 shares 27,801 $1.65M 0.73% +32 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,210 shares; 2024Q4: 49,210 shares; 2025Q1: 49,210 shares; 2025Q2: 49,210 shares; 2025Q3: 59,210 shares; 2025Q4: 60,210 shares; 2026Q1: 60,210 shares; 2026Q2: 60,210 shares 60,210 $1.65M 0.73% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,188 shares; 2024Q4: 21,883 shares; 2025Q1: 21,823 shares; 2025Q2: 21,568 shares; 2025Q3: 21,568 shares; 2025Q4: 21,605 shares; 2026Q1: 21,505 shares; 2026Q2: 21,505 shares 21,505 $1.62M 0.71% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,010 shares; 2024Q4: 49,010 shares; 2025Q1: 54,490 shares; 2025Q2: 58,890 shares; 2025Q3: 58,890 shares; 2025Q4: 59,890 shares; 2026Q1: 59,890 shares; 2026Q2: 59,890 shares 59,890 $1.58M 0.7% 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: 2,962 shares; 2024Q4: 2,988 shares; 2025Q1: 3,026 shares; 2025Q2: 3,045 shares; 2025Q3: 3,105 shares; 2025Q4: 3,101 shares; 2026Q1: 3,107 shares; 2026Q2: 3,168 shares 3,168 $1.57M 0.69% +61 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,318 shares; 2025Q2: 2,388 shares; 2025Q3: 3,010 shares; 2025Q4: 3,459 shares; 2026Q1: 3,513 shares; 2026Q2: 3,781 shares 3,781 $1.49M 0.66% +268 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: 459 shares; 2024Q4: 794 shares; 2025Q1: 831 shares; 2025Q2: 901 shares; 2025Q3: 906 shares; 2025Q4: 900 shares; 2026Q1: 901 shares; 2026Q2: 1,189 shares 1,189 $1.4M 0.62% +288 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: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 1,873 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares; 2026Q2: 1,854 shares 1,854 $1.39M 0.61% -21 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: 52,953 shares; 2024Q4: 67,557 shares; 2025Q1: 69,149 shares; 2025Q2: 69,099 shares; 2025Q3: 67,427 shares; 2025Q4: 62,695 shares; 2026Q1: 64,037 shares; 2026Q2: 61,977 shares 61,977 $1.34M 0.59% -2,060 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,785 shares; 2024Q4: 10,682 shares; 2025Q1: 10,691 shares; 2025Q2: 10,691 shares; 2025Q3: 10,901 shares; 2025Q4: 11,064 shares; 2026Q1: 10,875 shares; 2026Q2: 10,927 shares 10,927 $1.3M 0.57% +52 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,181 shares; 2024Q4: 21,175 shares; 2025Q1: 16,678 shares; 2025Q2: 16,455 shares; 2025Q3: 16,155 shares; 2025Q4: 16,155 shares; 2026Q1: 16,155 shares; 2026Q2: 15,155 shares 15,155 $1.29M 0.57% -1,000 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,368 shares; 2024Q4: 20,590 shares; 2025Q1: 15,526 shares; 2025Q2: 17,710 shares; 2025Q3: 22,633 shares; 2025Q4: 22,596 shares; 2026Q1: 22,846 shares; 2026Q2: 22,888 shares 22,888 $1.2M 0.53% +42 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,984 shares; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,904 shares; 2025Q3: 2,904 shares; 2025Q4: 2,819 shares; 2026Q1: 2,819 shares; 2026Q2: 2,819 shares 2,819 $1.14M 0.5% 0 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,669 shares; 2024Q4: 21,546 shares; 2025Q1: 15,558 shares; 2025Q2: 15,169 shares; 2025Q3: 15,005 shares; 2025Q4: 14,855 shares; 2026Q1: 14,855 shares; 2026Q2: 14,344 shares 14,344 $1.14M 0.5% -511 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: 3,813 shares; 2024Q4: 3,909 shares; 2025Q1: 3,944 shares; 2025Q2: 4,048 shares; 2025Q3: 4,166 shares; 2025Q4: 4,202 shares; 2026Q1: 4,181 shares; 2026Q2: 4,330 shares 4,330 $1.12M 0.49% +149 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: 597 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 896 shares; 2026Q2: 1,080 shares 1,080 $1.01M 0.44% +184 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: 46,063 shares; 2024Q4: 37,092 shares; 2025Q1: 24,063 shares; 2025Q2: 19,940 shares; 2025Q3: 22,242 shares; 2025Q4: 23,518 shares; 2026Q1: 23,931 shares; 2026Q2: 23,040 shares 23,040 $983K 0.43% -891 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,358 shares; 2024Q4: 14,627 shares; 2025Q1: 11,573 shares; 2025Q2: 9,899 shares; 2025Q3: 9,899 shares; 2025Q4: 9,899 shares; 2026Q1: 9,893 shares; 2026Q2: 9,893 shares 9,893 $983K 0.43% 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: not reported; 2024Q4: 1,060 shares; 2025Q1: not reported; 2025Q2: 2,282 shares; 2025Q3: 2,313 shares; 2025Q4: 2,297 shares; 2026Q1: 2,310 shares; 2026Q2: 2,519 shares 2,519 $967K 0.43% +209 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: 5,515 shares; 2024Q4: 5,515 shares; 2025Q1: 5,544 shares; 2025Q2: 5,581 shares; 2025Q3: 5,634 shares; 2025Q4: 5,719 shares; 2026Q1: 5,900 shares; 2026Q2: 6,476 shares 6,476 $961K 0.42% +576 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: 30,776 shares; 2024Q4: 29,517 shares; 2025Q1: 9,936 shares; 2025Q2: 9,886 shares; 2025Q3: 9,931 shares; 2025Q4: 9,896 shares; 2026Q1: 9,869 shares; 2026Q2: 9,822 shares 9,822 $960K 0.42% -47 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: 2,207 shares; 2024Q4: 2,524 shares; 2025Q1: 2,516 shares; 2025Q2: 2,749 shares; 2025Q3: 2,762 shares; 2025Q4: 2,907 shares; 2026Q1: 2,913 shares; 2026Q2: 2,803 shares 2,803 $945K 0.42% -110 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: 5,863 shares; 2024Q4: 6,732 shares; 2025Q1: 6,732 shares; 2025Q2: 6,507 shares; 2025Q3: 6,422 shares; 2025Q4: 6,552 shares; 2026Q1: 6,762 shares; 2026Q2: 7,000 shares 7,000 $888K 0.39% +238 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: 9,241 shares; 2024Q4: 9,141 shares; 2025Q1: 9,390 shares; 2025Q2: 9,588 shares; 2025Q3: 9,432 shares; 2025Q4: 9,327 shares; 2026Q1: 9,603 shares; 2026Q2: 9,116 shares 9,116 $875K 0.39% -487 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,060 shares; 2024Q4: 11,060 shares; 2025Q1: 11,060 shares; 2025Q2: 11,060 shares; 2025Q3: 11,060 shares; 2025Q4: 11,060 shares; 2026Q1: 11,060 shares; 2026Q2: 11,060 shares 11,060 $850K 0.37% 0 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: 9,591 shares; 2024Q4: 9,591 shares; 2025Q1: 9,591 shares; 2025Q2: 9,591 shares; 2025Q3: 9,591 shares; 2025Q4: 9,321 shares; 2026Q1: 9,472 shares; 2026Q2: 9,478 shares 9,478 $831K 0.37% +6 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,382 shares; 2024Q4: 18,382 shares; 2025Q1: 18,387 shares; 2025Q2: 18,388 shares; 2025Q3: 18,388 shares; 2025Q4: 18,389 shares; 2026Q1: 18,389 shares; 2026Q2: 18,392 shares 18,392 $817K 0.36% +3 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,771 shares; 2024Q4: 28,747 shares; 2025Q1: 8,666 shares; 2025Q2: 8,598 shares; 2025Q3: 8,598 shares; 2025Q4: 17,196 shares; 2026Q1: 17,196 shares; 2026Q2: 17,196 shares 17,196 $786K 0.35% 0 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: 1,719 shares; 2024Q4: 1,719 shares; 2025Q1: 1,719 shares; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 1,241 shares; 2026Q2: 1,241 shares 1,241 $714K 0.31% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,225 shares; 2024Q4: 3,225 shares; 2025Q1: 3,225 shares; 2025Q2: 3,225 shares; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares; 2026Q1: 3,225 shares; 2026Q2: 3,225 shares 3,225 $709K 0.31% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,257 shares; 2024Q4: 5,357 shares; 2025Q1: 5,507 shares; 2025Q2: 5,616 shares; 2025Q3: 7,360 shares; 2025Q4: 7,388 shares; 2026Q1: 7,418 shares; 2026Q2: 7,861 shares 7,861 $695K 0.31% +443 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: 6,515 shares; 2024Q4: 6,970 shares; 2025Q1: 6,970 shares; 2025Q2: 6,970 shares; 2025Q3: 7,230 shares; 2025Q4: 7,224 shares; 2026Q1: 7,224 shares; 2026Q2: 7,120 shares 7,120 $685K 0.3% -104 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,925 shares; 2024Q4: 8,925 shares; 2025Q1: 6,520 shares; 2025Q2: 6,095 shares; 2025Q3: 6,095 shares; 2025Q4: 6,095 shares; 2026Q1: 6,095 shares; 2026Q2: 6,095 shares 6,095 $652K 0.29% 0 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: 2,602 shares; 2024Q4: 2,602 shares; 2025Q1: 2,602 shares; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 2,602 shares; 2026Q1: 2,602 shares; 2026Q2: 2,602 shares 2,602 $629K 0.28% 0 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,205 shares; 2024Q4: 39,724 shares; 2025Q1: 8,580 shares; 2025Q2: 8,480 shares; 2025Q3: 8,479 shares; 2025Q4: 8,479 shares; 2026Q1: 8,254 shares; 2026Q2: 8,186 shares 8,186 $623K 0.27% -68 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,532 shares; 2024Q4: 5,098 shares; 2025Q1: 4,367 shares; 2025Q2: 4,337 shares; 2025Q3: 4,379 shares; 2025Q4: 4,435 shares; 2026Q1: 4,435 shares; 2026Q2: 4,908 shares 4,908 $609K 0.27% +473 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: 784 shares; 2024Q4: 814 shares; 2025Q1: 837 shares; 2025Q2: 883 shares; 2025Q3: 973 shares; 2025Q4: 1,017 shares; 2026Q1: 1,168 shares; 2026Q2: 1,148 shares 1,148 $598K 0.26% -20 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: 2,906 shares; 2024Q4: 3,197 shares; 2025Q1: 3,357 shares; 2025Q2: 3,390 shares; 2025Q3: 3,408 shares; 2025Q4: 3,488 shares; 2026Q1: 3,569 shares; 2026Q2: 3,238 shares 3,238 $596K 0.26% -331 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: 5,332 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,109 shares; 2025Q3: 4,280 shares; 2025Q4: 4,796 shares; 2026Q1: 4,810 shares; 2026Q2: 5,514 shares 5,514 $592K 0.26% +704 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,356 shares; 2025Q1: 4,545 shares; 2025Q2: 4,581 shares; 2025Q3: 4,848 shares; 2025Q4: 4,871 shares; 2026Q1: 4,911 shares; 2026Q2: 5,710 shares 5,710 $585K 0.26% +799 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: 7,464 shares; 2024Q4: 7,632 shares; 2025Q1: 7,434 shares; 2025Q2: 7,434 shares; 2025Q3: 7,434 shares; 2025Q4: 7,434 shares; 2026Q1: 7,434 shares; 2026Q2: 7,434 shares 7,434 $583K 0.26% 0 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: 4,688 shares; 2024Q4: 4,928 shares; 2025Q1: 4,928 shares; 2025Q2: 4,928 shares; 2025Q3: 3,928 shares; 2025Q4: 3,928 shares; 2026Q1: 3,905 shares; 2026Q2: 3,920 shares 3,920 $552K 0.24% +15 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,221 shares; 2024Q4: 32,222 shares; 2025Q1: 32,222 shares; 2025Q2: 32,223 shares; 2025Q3: 32,223 shares; 2025Q4: 32,224 shares; 2026Q1: 32,225 shares; 2026Q2: 32,225 shares 32,225 $544K 0.24% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,835 shares; 2024Q4: 13,521 shares; 2025Q1: 4,967 shares; 2025Q2: 4,967 shares; 2025Q3: 4,967 shares; 2025Q4: 4,968 shares; 2026Q1: 4,968 shares; 2026Q2: 4,968 shares 4,968 $529K 0.23% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $528K 0.23% 0 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: 10,593 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,936 shares; 2026Q2: 4,936 shares 4,936 $509K 0.22% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,433 shares; 2024Q4: 3,433 shares; 2025Q1: 3,418 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,275 shares; 2026Q2: 3,159 shares 3,159 $507K 0.22% -116 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624 shares; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,604 shares; 2025Q4: 1,604 shares; 2026Q1: 1,604 shares; 2026Q2: 1,604 shares 1,604 $503K 0.22% 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: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 2,770 shares; 2026Q1: 2,770 shares; 2026Q2: 2,770 shares 2,770 $502K 0.22% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,350 shares; 2025Q1: 4,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,445 shares; 2025Q4: 3,440 shares; 2026Q1: 3,887 shares; 2026Q2: 3,814 shares 3,814 $496K 0.22% -73 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,857 shares; 2024Q4: 16,857 shares; 2025Q1: 16,857 shares; 2025Q2: 16,857 shares; 2025Q3: 13,652 shares; 2025Q4: 13,652 shares; 2026Q1: 13,652 shares; 2026Q2: 13,652 shares 13,652 $485K 0.21% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,441 shares; 2024Q4: 2,441 shares; 2025Q1: 2,441 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 2,441 shares; 2026Q1: 2,188 shares; 2026Q2: 2,188 shares 2,188 $469K 0.21% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,298 shares; 2024Q4: 2,298 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares; 2025Q4: 2,298 shares; 2026Q1: 2,298 shares; 2026Q2: 2,298 shares 2,298 $465K 0.2% 0 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: 881 shares; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 881 shares; 2026Q2: 5,286 shares 5,286 $455K 0.2% +4,405 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 270 shares; 2025Q3: 264 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $454K 0.2% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,887 shares; 2025Q1: 7,925 shares; 2025Q2: 7,605 shares; 2025Q3: 8,378 shares; 2025Q4: 8,316 shares; 2026Q1: 8,077 shares; 2026Q2: 5,946 shares 5,946 $442K 0.19% -2,131 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811 shares; 2024Q4: 1,131 shares; 2025Q1: 1,151 shares; 2025Q2: 1,166 shares; 2025Q3: 1,095 shares; 2025Q4: 1,068 shares; 2026Q1: 1,061 shares; 2026Q2: 808 shares 808 $438K 0.19% -253 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: 6,869 shares; 2024Q4: 4,825 shares; 2025Q1: 4,825 shares; 2025Q2: 4,055 shares; 2025Q3: 4,055 shares; 2025Q4: 4,035 shares; 2026Q1: 4,035 shares; 2026Q2: 4,035 shares 4,035 $435K 0.19% 0 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: 2,044 shares; 2024Q4: 1,854 shares; 2025Q1: 2,030 shares; 2025Q2: 3,410 shares; 2025Q3: 3,242 shares; 2025Q4: 3,238 shares; 2026Q1: 3,209 shares; 2026Q2: 3,141 shares 3,141 $435K 0.19% -68 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,690 shares; 2024Q4: 1,377 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares; 2026Q1: 1,372 shares; 2026Q2: 1,567 shares 1,567 $427K 0.19% +195 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 779 shares; 2024Q4: 779 shares; 2025Q1: 779 shares; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 779 shares; 2026Q1: 779 shares; 2026Q2: 779 shares 779 $409K 0.18% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,683 shares 3,683 $406K 0.18% 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: 773 shares; 2024Q4: 1,185 shares; 2025Q1: 1,247 shares; 2025Q2: 1,272 shares; 2025Q3: 1,127 shares; 2025Q4: 1,173 shares; 2026Q1: 1,162 shares; 2026Q2: 1,080 shares 1,080 $389K 0.17% -82 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $380K 0.17% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 633 shares 633 $371K 0.16% +33 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: 3,886 shares; 2024Q4: 3,886 shares; 2025Q1: 3,886 shares; 2025Q2: 3,886 shares; 2025Q3: 3,990 shares; 2025Q4: 3,981 shares; 2026Q1: 4,016 shares; 2026Q2: 4,016 shares 4,016 $370K 0.16% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,328 shares; 2024Q4: 7,328 shares; 2025Q1: 7,328 shares; 2025Q2: 6,958 shares; 2025Q3: 7,008 shares; 2025Q4: 7,008 shares; 2026Q1: 6,608 shares; 2026Q2: 6,562 shares 6,562 $368K 0.16% -46 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: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares; 2026Q1: 1,236 shares; 2026Q2: 1,236 shares 1,236 $366K 0.16% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 997 shares; 2025Q1: 1,000 shares; 2025Q2: 1,001 shares; 2025Q3: 1,003 shares; 2025Q4: 1,003 shares; 2026Q1: 973 shares; 2026Q2: 973 shares 973 $357K 0.16% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,995 shares; 2024Q4: 8,995 shares; 2025Q1: 8,995 shares; 2025Q2: 7,020 shares; 2025Q3: 6,980 shares; 2025Q4: 6,980 shares; 2026Q1: 6,980 shares; 2026Q2: 6,980 shares 6,980 $356K 0.16% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,498 shares 1,498 $349K 0.15% new 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: not reported; 2024Q4: 294 shares; 2025Q1: 310 shares; 2025Q2: 315 shares; 2025Q3: 341 shares; 2025Q4: 353 shares; 2026Q1: 355 shares; 2026Q2: 371 shares 371 $344K 0.15% +16 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: 3,936 shares; 2024Q4: 2,029 shares; 2025Q1: 2,060 shares; 2025Q2: 2,111 shares; 2025Q3: 2,090 shares; 2025Q4: 2,170 shares; 2026Q1: 2,161 shares; 2026Q2: 1,881 shares 1,881 $343K 0.15% -280 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,061 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,266 shares 2,266 $298K 0.13% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,887 shares 1,887 $284K 0.13% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares; 2026Q1: 1,276 shares; 2026Q2: 1,276 shares 1,276 $280K 0.12% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,612 shares; 2024Q4: 3,612 shares; 2025Q1: 3,612 shares; 2025Q2: 3,612 shares; 2025Q3: 3,612 shares; 2025Q4: 3,612 shares; 2026Q1: 3,612 shares; 2026Q2: 3,612 shares 3,612 $276K 0.12% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,669 shares; 2024Q4: 11,239 shares; 2025Q1: 4,036 shares; 2025Q2: 3,988 shares; 2025Q3: 3,988 shares; 2025Q4: 3,988 shares; 2026Q1: 3,281 shares; 2026Q2: 3,281 shares 3,281 $268K 0.12% 0 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: not reported; 2026Q2: 257 shares 257 $268K 0.12% new 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: 393 shares 393 $261K 0.12% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $255K 0.11% 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: 3,513 shares; 2026Q2: 3,573 shares 3,573 $253K 0.11% +60 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,555 shares; 2025Q4: 5,555 shares; 2026Q1: 5,555 shares; 2026Q2: 5,555 shares 5,555 $252K 0.11% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,975 shares; 2026Q1: 8,975 shares; 2026Q2: 8,975 shares 8,975 $244K 0.11% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,956 shares; 2024Q4: 5,071 shares; 2025Q1: 4,676 shares; 2025Q2: 4,413 shares; 2025Q3: 4,742 shares; 2025Q4: 4,802 shares; 2026Q1: 4,793 shares; 2026Q2: 4,174 shares 4,174 $237K 0.1% -619 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,835 shares; 2024Q4: 2,835 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares; 2026Q2: 2,835 shares 2,835 $233K 0.1% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC 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: 565 shares 565 $228K 0.1% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,615 shares 4,615 $227K 0.1% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,311 shares; 2024Q4: 2,832 shares; 2025Q1: 2,929 shares; 2025Q2: 2,938 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,148 shares 1,148 $225K 0.1% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,800 shares; 2026Q2: 2,730 shares 2,730 $222K 0.1% -70 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,004 shares 1,004 $216K 0.1% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,144 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,182 shares 1,182 $213K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 852 shares 852 $211K 0.09% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,598 shares; 2024Q4: 2,728 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,728 shares; 2025Q4: 2,728 shares; 2026Q1: 2,728 shares; 2026Q2: 2,728 shares 2,728 $211K 0.09% 0 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: not reported; 2026Q2: 643 shares 643 $211K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 696 shares 696 $208K 0.09% 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: 705 shares 705 $207K 0.09% new 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: 11,035 shares; 2024Q4: 7,848 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,170 shares; 2025Q4: not reported; 2026Q1: 7,890 shares; 2026Q2: 8,418 shares 8,418 $206K 0.09% +528 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,280 shares; 2024Q4: 60,034 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,789 shares 2,789 $206K 0.09% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,245 shares; 2026Q2: 2,247 shares 2,247 $202K 0.09% +2 Timeline BRCC BRC INC More: the full row for BRC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,075 shares; 2024Q4: 18,521 shares; 2025Q1: 20,575 shares; 2025Q2: 21,328 shares; 2025Q3: 21,408 shares; 2025Q4: 21,403 shares; 2026Q1: 19,388 shares; 2026Q2: 19,388 shares 19,388 $23.3K 0.01% 0 Timeline UPXI UPEXI INC More: the full row for UPEXI 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: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 17,500 shares 17,500 $13.3K 0.01% +6,500 Timeline