IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,418 shares; 2024Q4: 77,572 shares; 2025Q1: 77,711 shares; 2025Q2: 77,310 shares; 2025Q3: 72,239 shares; 2025Q4: 73,261 shares; 2026Q1: 68,788 shares; 2026Q2: 69,314 shares 69,314 $51.9M 18.88% +526 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: 46,959 shares; 2024Q4: 50,379 shares; 2025Q1: 51,238 shares; 2025Q2: 51,878 shares; 2025Q3: 52,235 shares; 2025Q4: 52,950 shares; 2026Q1: 37,220 shares; 2026Q2: 382,074 shares 382,074 $32.9M 11.97% +344,854 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: 231,622 shares; 2024Q4: 990,949 shares; 2025Q1: 1,013,644 shares; 2025Q2: 1,010,693 shares; 2025Q3: 1,004,436 shares; 2025Q4: 1,011,068 shares; 2026Q1: 747,527 shares; 2026Q2: 752,496 shares 752,496 $25.5M 9.26% +4,969 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,712 shares; 2024Q4: 45,638 shares; 2025Q1: 48,572 shares; 2025Q2: 49,913 shares; 2025Q3: 49,900 shares; 2025Q4: 51,205 shares; 2026Q1: 60,359 shares; 2026Q2: 61,513 shares 61,513 $14.6M 5.29% +1,154 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,537 shares 20,537 $14.1M 5.13% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,540 shares; 2024Q4: 61,563 shares; 2025Q1: 63,695 shares; 2025Q2: 65,270 shares; 2025Q3: 65,659 shares; 2025Q4: 67,477 shares; 2026Q1: 79,953 shares; 2026Q2: 81,351 shares 81,351 $12.9M 4.68% +1,398 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: 38,435 shares; 2024Q4: 41,413 shares; 2025Q1: 42,833 shares; 2025Q2: 43,408 shares; 2025Q3: 43,267 shares; 2025Q4: 44,643 shares; 2026Q1: 47,017 shares; 2026Q2: 47,689 shares 47,689 $10.4M 3.78% +672 Timeline IBDW 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: 381,199 shares; 2026Q2: 391,643 shares 391,643 $8.16M 2.97% +10,444 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: 113,824 shares; 2024Q4: 357,740 shares; 2025Q1: 355,019 shares; 2025Q2: 359,782 shares; 2025Q3: 345,791 shares; 2025Q4: 316,430 shares; 2026Q1: 221,589 shares; 2026Q2: 220,610 shares 220,610 $7M 2.54% -979 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,436 shares; 2024Q4: 245,108 shares; 2025Q1: 259,254 shares; 2025Q2: 274,835 shares; 2025Q3: 278,332 shares; 2025Q4: 293,902 shares; 2026Q1: 323,272 shares; 2026Q2: 322,517 shares 322,517 $6.98M 2.54% -755 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,174 shares; 2024Q4: 231,740 shares; 2025Q1: 244,048 shares; 2025Q2: 256,889 shares; 2025Q3: not reported; 2025Q4: 277,100 shares; 2026Q1: not reported; 2026Q2: 298,459 shares 298,459 $6.91M 2.51% new 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: 19,383 shares; 2024Q4: 19,196 shares; 2025Q1: 17,577 shares; 2025Q2: 17,217 shares; 2025Q3: 17,118 shares; 2025Q4: 16,799 shares; 2026Q1: 17,745 shares; 2026Q2: 17,417 shares 17,417 $6.5M 2.36% -328 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,658 shares; 2024Q4: 210,271 shares; 2025Q1: 237,056 shares; 2025Q2: 251,692 shares; 2025Q3: 256,227 shares; 2025Q4: 271,451 shares; 2026Q1: 305,422 shares; 2026Q2: 314,831 shares 314,831 $6.36M 2.31% +9,409 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: 26,974 shares; 2024Q4: 27,195 shares; 2025Q1: 24,947 shares; 2025Q2: 23,946 shares; 2025Q3: 23,317 shares; 2025Q4: 22,741 shares; 2026Q1: 19,799 shares; 2026Q2: 19,875 shares 19,875 $5.75M 2.09% +76 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: 15,660 shares; 2024Q4: 16,027 shares; 2025Q1: 14,865 shares; 2025Q2: 14,025 shares; 2025Q3: 14,150 shares; 2025Q4: 29,218 shares; 2026Q1: 27,374 shares; 2026Q2: 27,225 shares 27,225 $5.19M 1.89% -149 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,354 shares; 2024Q4: 35,266 shares; 2025Q1: 32,701 shares; 2025Q2: 32,431 shares; 2025Q3: 30,366 shares; 2025Q4: 28,811 shares; 2026Q1: 25,535 shares; 2026Q2: 25,364 shares 25,364 $5.08M 1.85% -171 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: 56,842 shares; 2024Q4: 169,664 shares; 2025Q1: 153,990 shares; 2025Q2: 144,360 shares; 2025Q3: 142,222 shares; 2025Q4: 139,702 shares; 2026Q1: 134,476 shares; 2026Q2: 131,459 shares 131,459 $3.81M 1.38% -3,017 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: 4,041 shares; 2024Q4: 4,010 shares; 2025Q1: 3,792 shares; 2025Q2: 3,750 shares; 2025Q3: 3,495 shares; 2025Q4: 3,415 shares; 2026Q1: 3,360 shares; 2026Q2: 3,319 shares 3,319 $3.53M 1.29% -41 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: 10,873 shares; 2024Q4: 10,851 shares; 2025Q1: 10,721 shares; 2025Q2: 10,722 shares; 2025Q3: 10,089 shares; 2025Q4: 9,882 shares; 2026Q1: 9,443 shares; 2026Q2: 9,476 shares 9,476 $3.1M 1.13% +33 Timeline XLI 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: 19,310 shares; 2024Q4: 19,067 shares; 2025Q1: 18,336 shares; 2025Q2: 17,922 shares; 2025Q3: 16,467 shares; 2025Q4: 16,256 shares; 2026Q1: 16,663 shares; 2026Q2: 16,331 shares 16,331 $3.02M 1.1% -332 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,422 shares; 2024Q4: 11,290 shares; 2025Q1: 8,975 shares; 2025Q2: 9,976 shares; 2025Q3: 9,796 shares; 2025Q4: 9,084 shares; 2026Q1: 9,037 shares; 2026Q2: 9,106 shares 9,106 $2.17M 0.79% +69 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,987 shares; 2024Q4: 18,119 shares; 2025Q1: 18,041 shares; 2025Q2: 18,041 shares; 2025Q3: 18,311 shares; 2025Q4: 17,836 shares; 2026Q1: 17,374 shares; 2026Q2: 17,199 shares 17,199 $1.95M 0.71% -175 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,890 shares; 2025Q4: 2,190 shares; 2026Q1: 1,660 shares; 2026Q2: 1,660 shares 1,660 $1.92M 0.7% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,709 shares; 2024Q4: 15,256 shares; 2025Q1: 14,934 shares; 2025Q2: 14,810 shares; 2025Q3: 14,256 shares; 2025Q4: 13,606 shares; 2026Q1: 13,067 shares; 2026Q2: 13,034 shares 13,034 $1.78M 0.65% -33 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,827 shares; 2024Q4: 3,780 shares; 2025Q1: 3,732 shares; 2025Q2: 3,686 shares; 2025Q3: 3,510 shares; 2025Q4: 3,281 shares; 2026Q1: 2,980 shares; 2026Q2: 2,993 shares 2,993 $1.5M 0.54% +13 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: 20,113 shares; 2024Q4: 20,069 shares; 2025Q1: 20,746 shares; 2025Q2: 20,815 shares; 2025Q3: 20,761 shares; 2025Q4: 19,772 shares; 2026Q1: 20,178 shares; 2026Q2: 20,227 shares 20,227 $1.46M 0.53% +49 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: 14,673 shares; 2024Q4: 14,617 shares; 2025Q1: 14,617 shares; 2025Q2: 14,617 shares; 2025Q3: 14,617 shares; 2025Q4: 14,559 shares; 2026Q1: 14,620 shares; 2026Q2: 14,520 shares 14,520 $1.39M 0.51% -100 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: 4,340 shares; 2024Q4: 4,738 shares; 2025Q1: 4,908 shares; 2025Q2: 4,915 shares; 2025Q3: 4,821 shares; 2025Q4: 4,450 shares; 2026Q1: 7,071 shares; 2026Q2: 7,005 shares 7,005 $1.38M 0.5% -66 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: 6,756 shares; 2024Q4: 6,115 shares; 2025Q1: 5,946 shares; 2025Q2: 5,771 shares; 2025Q3: 5,619 shares; 2025Q4: 5,485 shares; 2026Q1: 5,298 shares; 2026Q2: 5,290 shares 5,290 $1.34M 0.49% -8 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,253 shares; 2024Q4: 7,253 shares; 2025Q1: 7,218 shares; 2025Q2: 7,218 shares; 2025Q3: 5,418 shares; 2025Q4: 5,418 shares; 2026Q1: 5,418 shares; 2026Q2: 5,418 shares 5,418 $1.31M 0.48% 0 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: 4,215 shares; 2024Q4: 4,128 shares; 2025Q1: 4,114 shares; 2025Q2: 3,857 shares; 2025Q3: 3,829 shares; 2025Q4: 3,829 shares; 2026Q1: 3,729 shares; 2026Q2: 3,657 shares 3,657 $1.25M 0.46% -72 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 7,117 shares 7,117 $1.22M 0.44% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,720 shares; 2024Q4: 3,345 shares; 2025Q1: 3,325 shares; 2025Q2: 3,205 shares; 2025Q3: 3,237 shares; 2025Q4: 3,237 shares; 2026Q1: 3,226 shares; 2026Q2: 3,226 shares 3,226 $1.14M 0.41% 0 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: 3,564 shares; 2024Q4: 3,564 shares; 2025Q1: 3,505 shares; 2025Q2: 3,363 shares; 2025Q3: 2,869 shares; 2025Q4: 2,859 shares; 2026Q1: 2,876 shares; 2026Q2: 2,758 shares 2,758 $1.02M 0.37% -118 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: 18,940 shares; 2024Q4: 22,730 shares; 2025Q1: 22,539 shares; 2025Q2: 21,956 shares; 2025Q3: 22,532 shares; 2025Q4: 22,434 shares; 2026Q1: 19,846 shares; 2026Q2: 18,838 shares 18,838 $1.01M 0.37% -1,008 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: 4,123 shares; 2024Q4: 4,046 shares; 2025Q1: 4,010 shares; 2025Q2: 3,901 shares; 2025Q3: 3,856 shares; 2025Q4: 3,856 shares; 2026Q1: 3,654 shares; 2026Q2: 3,646 shares 3,646 $992K 0.36% -8 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: 1,568 shares; 2024Q4: 1,452 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,417 shares; 2025Q4: 1,407 shares; 2026Q1: 1,404 shares; 2026Q2: 1,412 shares 1,412 $896K 0.33% +8 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: 4,247 shares; 2024Q4: 4,247 shares; 2025Q1: 4,122 shares; 2025Q2: 4,072 shares; 2025Q3: 3,472 shares; 2025Q4: 3,472 shares; 2026Q1: 3,472 shares; 2026Q2: 3,472 shares 3,472 $888K 0.32% 0 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: 4,621 shares; 2024Q4: 4,092 shares; 2025Q1: 2,367 shares; 2025Q2: 2,367 shares; 2025Q3: 2,367 shares; 2025Q4: 2,337 shares; 2026Q1: 2,337 shares; 2026Q2: 2,428 shares 2,428 $868K 0.32% +91 Timeline XLP 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: 19,482 shares; 2024Q4: 16,639 shares; 2025Q1: 16,052 shares; 2025Q2: 15,803 shares; 2025Q3: 12,859 shares; 2025Q4: 11,115 shares; 2026Q1: 10,750 shares; 2026Q2: 10,038 shares 10,038 $834K 0.3% -712 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: 10,956 shares; 2024Q4: 10,646 shares; 2025Q1: 10,646 shares; 2025Q2: 10,126 shares; 2025Q3: 10,060 shares; 2025Q4: 10,060 shares; 2026Q1: 9,414 shares; 2026Q2: 9,603 shares 9,603 $780K 0.28% +189 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: 25,495 shares; 2024Q4: 24,670 shares; 2025Q1: 23,679 shares; 2025Q2: 23,594 shares; 2025Q3: 21,102 shares; 2025Q4: 19,030 shares; 2026Q1: 18,153 shares; 2026Q2: 18,108 shares 18,108 $767K 0.28% -45 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: 3,630 shares; 2024Q4: 6,862 shares; 2025Q1: 7,107 shares; 2025Q2: 6,949 shares; 2025Q3: 5,014 shares; 2025Q4: 4,260 shares; 2026Q1: 3,676 shares; 2026Q2: 3,411 shares 3,411 $726K 0.26% -265 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,039 shares; 2024Q4: 9,589 shares; 2025Q1: 9,320 shares; 2025Q2: 9,320 shares; 2025Q3: 6,720 shares; 2025Q4: 6,485 shares; 2026Q1: 6,479 shares; 2026Q2: 12,113 shares 12,113 $680K 0.25% +5,634 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: 4,657 shares; 2024Q4: 4,687 shares; 2025Q1: 4,692 shares; 2025Q2: 4,687 shares; 2025Q3: 4,754 shares; 2025Q4: 4,754 shares; 2026Q1: 4,754 shares; 2026Q2: 4,786 shares 4,786 $654K 0.24% +32 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: 10,248 shares; 2024Q4: 10,388 shares; 2025Q1: 9,978 shares; 2025Q2: 9,387 shares; 2025Q3: 8,669 shares; 2025Q4: 7,819 shares; 2026Q1: 7,819 shares; 2026Q2: 7,819 shares 7,819 $642K 0.23% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,872 shares; 2024Q4: 4,872 shares; 2025Q1: 4,872 shares; 2025Q2: 4,872 shares; 2025Q3: 5,772 shares; 2025Q4: 11,634 shares; 2026Q1: 13,754 shares; 2026Q2: 13,761 shares 13,761 $624K 0.23% +7 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: 4,787 shares; 2024Q4: 5,123 shares; 2025Q1: 5,109 shares; 2025Q2: 5,109 shares; 2025Q3: 5,202 shares; 2025Q4: 4,902 shares; 2026Q1: 4,856 shares; 2026Q2: 5,183 shares 5,183 $609K 0.22% +327 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,255 shares; 2025Q1: 1,246 shares; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 916 shares; 2026Q1: 916 shares; 2026Q2: 916 shares 916 $587K 0.21% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,779 shares; 2024Q4: 19,393 shares; 2025Q1: 17,014 shares; 2025Q2: 16,506 shares; 2025Q3: 12,148 shares; 2025Q4: 9,688 shares; 2026Q1: 6,553 shares; 2026Q2: 6,063 shares 6,063 $573K 0.21% -490 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: 839 shares; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 1,699 shares; 2026Q1: 3,105 shares; 2026Q2: 1,476 shares 1,476 $544K 0.2% -1,629 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: 8,590 shares; 2024Q4: 25,412 shares; 2025Q1: 20,677 shares; 2025Q2: 16,840 shares; 2025Q3: 16,119 shares; 2025Q4: 15,982 shares; 2026Q1: 15,852 shares; 2026Q2: 15,784 shares 15,784 $465K 0.17% -68 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,907 shares; 2024Q4: 6,895 shares; 2025Q1: 6,731 shares; 2025Q2: 6,731 shares; 2025Q3: 6,703 shares; 2025Q4: 6,703 shares; 2026Q1: 6,701 shares; 2026Q2: 6,611 shares 6,611 $451K 0.16% -90 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: 549 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares; 2026Q2: 353 shares 353 $423K 0.15% 0 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: 907 shares; 2024Q4: 907 shares; 2025Q1: 907 shares; 2025Q2: 892 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 833 shares; 2026Q2: 833 shares 833 $418K 0.15% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,144 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 1,044 shares; 2025Q3: 1,058 shares; 2025Q4: 1,033 shares; 2026Q1: 1,084 shares; 2026Q2: 1,084 shares 1,084 $393K 0.14% 0 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: not reported; 2024Q4: 469 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares; 2026Q2: 661 shares 661 $372K 0.14% +45 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,533 shares; 2024Q4: 3,612 shares; 2025Q1: 3,612 shares; 2025Q2: 3,612 shares; 2025Q3: 3,612 shares; 2025Q4: 3,612 shares; 2026Q1: 2,728 shares; 2026Q2: 2,728 shares 2,728 $359K 0.13% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,505 shares; 2024Q4: 7,505 shares; 2025Q1: 6,719 shares; 2025Q2: 6,629 shares; 2025Q3: 3,495 shares; 2025Q4: 6,710 shares; 2026Q1: 6,710 shares; 2026Q2: 6,710 shares 6,710 $356K 0.13% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 701 shares; 2024Q4: 686 shares; 2025Q1: 686 shares; 2025Q2: 661 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 682 shares; 2026Q2: 587 shares 587 $339K 0.12% -95 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 338 shares; 2025Q1: not reported; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 341 shares; 2026Q2: 2,827 shares 2,827 $338K 0.12% +2,486 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,749 shares; 2025Q4: 1,749 shares; 2026Q1: not reported; 2026Q2: 1,766 shares 1,766 $335K 0.12% new 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: 33,960 shares; 2024Q4: 33,960 shares; 2025Q1: 33,999 shares; 2025Q2: 33,960 shares; 2025Q3: 19,630 shares; 2025Q4: 19,630 shares; 2026Q1: 18,270 shares; 2026Q2: 17,730 shares 17,730 $314K 0.11% -540 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,347 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,445 shares; 2025Q4: 1,453 shares; 2026Q1: 1,453 shares; 2026Q2: 1,562 shares 1,562 $286K 0.1% +109 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,370 shares; 2024Q4: 5,370 shares; 2025Q1: 5,370 shares; 2025Q2: 5,370 shares; 2025Q3: 5,370 shares; 2025Q4: 5,370 shares; 2026Q1: 5,107 shares; 2026Q2: 5,107 shares 5,107 $284K 0.1% 0 Timeline IBTK 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: 13,758 shares 13,758 $269K 0.1% new 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: 4,696 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,596 shares; 2026Q1: 5,496 shares; 2026Q2: 5,496 shares 5,496 $261K 0.1% 0 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: 4,939 shares; 2024Q4: 4,797 shares; 2025Q1: 4,186 shares; 2025Q2: 4,186 shares; 2025Q3: 4,125 shares; 2025Q4: 3,937 shares; 2026Q1: 2,897 shares; 2026Q2: 2,672 shares 2,672 $257K 0.09% -225 Timeline IBDV 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: 11,243 shares 11,243 $245K 0.09% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,714 shares 4,714 $224K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: 818 shares; 2025Q2: 808 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: not reported; 2026Q2: 763 shares 763 $215K 0.08% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 968 shares 968 $214K 0.08% new 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: 1,400 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,614 shares; 2025Q3: 1,649 shares; 2025Q4: 1,645 shares; 2026Q1: not reported; 2026Q2: 1,457 shares 1,457 $214K 0.08% new 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: 3,457 shares; 2024Q4: 3,427 shares; 2025Q1: 2,887 shares; 2025Q2: 2,515 shares; 2025Q3: 2,265 shares; 2025Q4: 2,342 shares; 2026Q1: 2,152 shares; 2026Q2: 2,152 shares 2,152 $213K 0.08% 0 Timeline ACWI 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: 2,193 shares; 2025Q3: 2,348 shares; 2025Q4: 1,513 shares; 2026Q1: not reported; 2026Q2: 1,313 shares 1,313 $206K 0.07% new Timeline WEN WENDYS CO More: the full row for WENDYS 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: 24,850 shares 24,850 $206K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,660 shares; 2026Q1: not reported; 2026Q2: 3,560 shares 3,560 $203K 0.07% new Timeline