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: 110,156 shares; 2024Q4: 113,675 shares; 2025Q1: not loaded; 2025Q2: 113,268 shares; 2025Q3: 118,878 shares; 2025Q4: 118,131 shares; 2026Q1: 120,726 shares; 2026Q2: 119,686 shares 119,686 $44.3M 11.01% -1,040 Timeline DUHP 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: 275,920 shares; 2024Q4: 350,441 shares; 2025Q1: not loaded; 2025Q2: 457,606 shares; 2025Q3: 529,450 shares; 2025Q4: 612,540 shares; 2026Q1: 647,105 shares; 2026Q2: 670,845 shares 670,845 $28M 6.96% +23,740 Timeline DFCF 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: 172,582 shares; 2024Q4: 211,681 shares; 2025Q1: not loaded; 2025Q2: 349,249 shares; 2025Q3: 443,327 shares; 2025Q4: 550,319 shares; 2026Q1: 603,533 shares; 2026Q2: 623,012 shares 623,012 $26.3M 6.54% +19,479 Timeline DFAT 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: 261,293 shares; 2024Q4: 279,506 shares; 2025Q1: not loaded; 2025Q2: 299,201 shares; 2025Q3: 322,180 shares; 2025Q4: 350,032 shares; 2026Q1: 364,224 shares; 2026Q2: 365,048 shares 365,048 $25.5M 6.34% +824 Timeline DUSB 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: 498,291 shares; 2024Q4: 499,124 shares; 2025Q1: not loaded; 2025Q2: 460,476 shares; 2025Q3: 473,269 shares; 2025Q4: 471,891 shares; 2026Q1: 495,047 shares; 2026Q2: 499,163 shares 499,163 $25.3M 6.3% +4,116 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: 243,656 shares; 2024Q4: 259,312 shares; 2025Q1: not loaded; 2025Q2: 259,228 shares; 2025Q3: 276,002 shares; 2025Q4: 285,130 shares; 2026Q1: 284,944 shares; 2026Q2: 284,974 shares 284,974 $20.3M 5.05% +30 Timeline DFAE 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: 354,032 shares; 2024Q4: 388,160 shares; 2025Q1: not loaded; 2025Q2: 411,212 shares; 2025Q3: 452,511 shares; 2025Q4: 481,834 shares; 2026Q1: 488,126 shares; 2026Q2: 483,895 shares 483,895 $19.5M 4.84% -4,231 Timeline DFSD 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: 131,576 shares; 2024Q4: 151,785 shares; 2025Q1: not loaded; 2025Q2: 213,359 shares; 2025Q3: 264,457 shares; 2025Q4: 337,677 shares; 2026Q1: 376,697 shares; 2026Q2: 391,353 shares 391,353 $18.7M 4.65% +14,656 Timeline DFLV 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: 229,393 shares; 2024Q4: 257,992 shares; 2025Q1: not loaded; 2025Q2: 287,887 shares; 2025Q3: 328,758 shares; 2025Q4: 373,537 shares; 2026Q1: 380,080 shares; 2026Q2: 382,903 shares 382,903 $15.1M 3.76% +2,823 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: 297,709 shares; 2024Q4: 297,739 shares; 2025Q1: not loaded; 2025Q2: 299,255 shares; 2025Q3: 291,231 shares; 2025Q4: 286,966 shares; 2026Q1: 285,040 shares; 2026Q2: 275,221 shares 275,221 $15.1M 3.76% -9,819 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: 162,483 shares; 2024Q4: 169,528 shares; 2025Q1: not loaded; 2025Q2: 171,771 shares; 2025Q3: 177,175 shares; 2025Q4: 182,708 shares; 2026Q1: 185,419 shares; 2026Q2: 182,371 shares 182,371 $15M 3.73% -3,048 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: 197,521 shares; 2024Q4: 199,162 shares; 2025Q1: not loaded; 2025Q2: 197,505 shares; 2025Q3: 204,924 shares; 2025Q4: 199,612 shares; 2026Q1: 198,889 shares; 2026Q2: 191,948 shares 191,948 $11.5M 2.85% -6,941 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,401 shares; 2024Q4: 280,982 shares; 2025Q1: not loaded; 2025Q2: 277,841 shares; 2025Q3: 265,944 shares; 2025Q4: 251,213 shares; 2026Q1: 251,132 shares; 2026Q2: 250,822 shares 250,822 $11.1M 2.77% -310 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,588 shares; 2024Q4: 14,588 shares; 2025Q1: not loaded; 2025Q2: 14,590 shares; 2025Q3: 14,590 shares; 2025Q4: 18,090 shares; 2026Q1: 18,090 shares; 2026Q2: 18,090 shares 18,090 $9.46M 2.35% 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: 39,371 shares; 2024Q4: 38,822 shares; 2025Q1: not loaded; 2025Q2: 38,105 shares; 2025Q3: 36,685 shares; 2025Q4: 33,443 shares; 2026Q1: 33,434 shares; 2026Q2: 31,793 shares 31,793 $7.73M 1.92% -1,641 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,489 shares; 2024Q4: 100,163 shares; 2025Q1: not loaded; 2025Q2: 104,199 shares; 2025Q3: 111,933 shares; 2025Q4: 118,328 shares; 2026Q1: 116,203 shares; 2026Q2: 116,430 shares 116,430 $6.29M 1.56% +227 Timeline DFGX 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: 49,810 shares; 2024Q4: 56,469 shares; 2025Q1: not loaded; 2025Q2: 71,800 shares; 2025Q3: 85,891 shares; 2025Q4: 101,418 shares; 2026Q1: 111,027 shares; 2026Q2: 112,208 shares 112,208 $6.01M 1.49% +1,181 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: 67,095 shares; 2024Q4: 67,403 shares; 2025Q1: not loaded; 2025Q2: 65,878 shares; 2025Q3: 71,437 shares; 2025Q4: 67,005 shares; 2026Q1: 66,566 shares; 2026Q2: 64,216 shares 64,216 $5.49M 1.36% -2,350 Timeline DISV 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: 67,261 shares; 2024Q4: 77,994 shares; 2025Q1: not loaded; 2025Q2: 91,246 shares; 2025Q3: 102,861 shares; 2025Q4: 111,903 shares; 2026Q1: 117,202 shares; 2026Q2: 118,388 shares 118,388 $4.75M 1.18% +1,186 Timeline DFUS 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: 50,073 shares; 2024Q4: 50,209 shares; 2025Q1: not loaded; 2025Q2: 48,842 shares; 2025Q3: 48,859 shares; 2025Q4: 48,874 shares; 2026Q1: 48,891 shares; 2026Q2: 48,750 shares 48,750 $3.99M 0.99% -141 Timeline DFIS 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: 46,204 shares; 2024Q4: 53,421 shares; 2025Q1: not loaded; 2025Q2: 82,871 shares; 2025Q3: 92,822 shares; 2025Q4: 98,481 shares; 2026Q1: 100,273 shares; 2026Q2: 101,028 shares 101,028 $3.54M 0.88% +755 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: 17,570 shares; 2024Q4: 17,277 shares; 2025Q1: not loaded; 2025Q2: 10,733 shares; 2025Q3: 12,321 shares; 2025Q4: 11,511 shares; 2026Q1: 11,549 shares; 2026Q2: 11,579 shares 11,579 $3.35M 0.83% +30 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: 12,381 shares; 2024Q4: 12,381 shares; 2025Q1: not loaded; 2025Q2: 12,268 shares; 2025Q3: 12,227 shares; 2025Q4: 12,187 shares; 2026Q1: 12,188 shares; 2026Q2: 12,187 shares 12,187 $3.29M 0.82% -1 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,046 shares; 2024Q4: 40,006 shares; 2025Q1: not loaded; 2025Q2: 39,918 shares; 2025Q3: 42,259 shares; 2025Q4: 41,075 shares; 2026Q1: 40,917 shares; 2026Q2: 41,259 shares 41,259 $3.16M 0.79% +342 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,399 shares; 2024Q4: 26,531 shares; 2025Q1: not loaded; 2025Q2: 26,728 shares; 2025Q3: 26,836 shares; 2025Q4: 26,071 shares; 2026Q1: 26,162 shares; 2026Q2: 26,258 shares 26,258 $2.89M 0.72% +96 Timeline DFGR 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: 91,024 shares; 2024Q4: 93,732 shares; 2025Q1: not loaded; 2025Q2: 78,838 shares; 2025Q3: 86,215 shares; 2025Q4: 94,976 shares; 2026Q1: 99,167 shares; 2026Q2: 98,331 shares 98,331 $2.85M 0.71% -836 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,195 shares; 2024Q4: 51,936 shares; 2025Q1: not loaded; 2025Q2: 41,831 shares; 2025Q3: 37,498 shares; 2025Q4: 33,086 shares; 2026Q1: 32,213 shares; 2026Q2: 28,327 shares 28,327 $2.73M 0.68% -3,886 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: 6,614 shares; 2024Q4: 6,544 shares; 2025Q1: not loaded; 2025Q2: 6,584 shares; 2025Q3: 6,584 shares; 2025Q4: 7,229 shares; 2026Q1: 7,228 shares; 2026Q2: 7,228 shares 7,228 $2.37M 0.59% 0 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: 3,905 shares; 2024Q4: 2,900 shares; 2025Q1: not loaded; 2025Q2: 2,518 shares; 2025Q3: 2,351 shares; 2025Q4: 2,035 shares; 2026Q1: 1,947 shares; 2026Q2: 2,916 shares 2,916 $2.18M 0.54% +969 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: 2,169 shares; 2024Q4: 2,169 shares; 2025Q1: not loaded; 2025Q2: 1,982 shares; 2025Q3: 1,943 shares; 2025Q4: 1,943 shares; 2026Q1: 1,943 shares; 2026Q2: 2,015 shares 2,015 $2.15M 0.53% +72 Timeline DFAW 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: 9,848 shares; 2024Q4: 13,322 shares; 2025Q1: not loaded; 2025Q2: 17,988 shares; 2025Q3: 21,019 shares; 2025Q4: 19,726 shares; 2026Q1: 24,869 shares; 2026Q2: 24,139 shares 24,139 $2M 0.5% -730 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: 11,140 shares; 2024Q4: 10,894 shares; 2025Q1: not loaded; 2025Q2: 10,738 shares; 2025Q3: 10,883 shares; 2025Q4: 11,728 shares; 2026Q1: 11,728 shares; 2026Q2: 13,932 shares 13,932 $1.9M 0.47% +2,204 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: 5,934 shares; 2024Q4: 5,779 shares; 2025Q1: not loaded; 2025Q2: 5,098 shares; 2025Q3: 4,548 shares; 2025Q4: 4,635 shares; 2026Q1: 4,629 shares; 2026Q2: 4,689 shares 4,689 $1.75M 0.43% +60 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: 5,128 shares; 2024Q4: 5,128 shares; 2025Q1: not loaded; 2025Q2: 5,136 shares; 2025Q3: 5,136 shares; 2025Q4: 5,135 shares; 2026Q1: 5,134 shares; 2026Q2: 5,134 shares 5,134 $1.74M 0.43% 0 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: 5,068 shares; 2024Q4: 5,030 shares; 2025Q1: not loaded; 2025Q2: 10,324 shares; 2025Q3: 10,711 shares; 2025Q4: 6,664 shares; 2026Q1: 6,610 shares; 2026Q2: 11,130 shares 11,130 $1.63M 0.41% +4,520 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: 33,947 shares; 2024Q4: 33,170 shares; 2025Q1: not loaded; 2025Q2: 33,723 shares; 2025Q3: 33,723 shares; 2025Q4: 31,918 shares; 2026Q1: 31,918 shares; 2026Q2: 32,378 shares 32,378 $1.63M 0.41% +460 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: 6,019 shares; 2024Q4: 5,946 shares; 2025Q1: not loaded; 2025Q2: 5,816 shares; 2025Q3: 5,770 shares; 2025Q4: 6,208 shares; 2026Q1: 6,208 shares; 2026Q2: 6,208 shares 6,208 $1.58M 0.39% 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: 4,236 shares; 2024Q4: 4,241 shares; 2025Q1: not loaded; 2025Q2: 3,975 shares; 2025Q3: 4,006 shares; 2025Q4: 2,721 shares; 2026Q1: 2,711 shares; 2026Q2: 16,275 shares 16,275 $1.4M 0.35% +13,564 Timeline DFNM 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: 5,856 shares; 2024Q4: 5,870 shares; 2025Q1: not loaded; 2025Q2: 12,554 shares; 2025Q3: 15,637 shares; 2025Q4: 27,941 shares; 2026Q1: 27,947 shares; 2026Q2: 27,665 shares 27,665 $1.34M 0.33% -282 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: 4,062 shares; 2024Q4: 2,593 shares; 2025Q1: not loaded; 2025Q2: 2,780 shares; 2025Q3: 11,410 shares; 2025Q4: 11,450 shares; 2026Q1: 7,217 shares; 2026Q2: 5,998 shares 5,998 $1.2M 0.3% -1,219 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: 8,614 shares; 2024Q4: 8,565 shares; 2025Q1: not loaded; 2025Q2: 8,575 shares; 2025Q3: 8,576 shares; 2025Q4: 8,728 shares; 2026Q1: 8,700 shares; 2026Q2: 8,524 shares 8,524 $1.15M 0.29% -176 Timeline DFAI 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: 24,977 shares; 2024Q4: 24,992 shares; 2025Q1: not loaded; 2025Q2: 25,057 shares; 2025Q3: 24,011 shares; 2025Q4: 24,031 shares; 2026Q1: 24,066 shares; 2026Q2: 27,747 shares 27,747 $1.14M 0.28% +3,681 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,307 shares; 2024Q4: 3,307 shares; 2025Q1: not loaded; 2025Q2: 3,310 shares; 2025Q3: 3,310 shares; 2025Q4: 3,310 shares; 2026Q1: 3,311 shares; 2026Q2: 3,311 shares 3,311 $1.14M 0.28% 0 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: 6,027 shares; 2024Q4: 6,027 shares; 2025Q1: not loaded; 2025Q2: 5,967 shares; 2025Q3: 5,967 shares; 2025Q4: 5,967 shares; 2026Q1: 5,967 shares; 2026Q2: 7,139 shares 7,139 $1.13M 0.28% +1,172 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: 1,763 shares; 2024Q4: 1,763 shares; 2025Q1: not loaded; 2025Q2: 1,662 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,661 shares; 2026Q2: 1,695 shares 1,695 $1.08M 0.27% +34 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: 4,181 shares; 2024Q4: 4,181 shares; 2025Q1: not loaded; 2025Q2: 3,425 shares; 2025Q3: 3,035 shares; 2025Q4: 3,035 shares; 2026Q1: 3,064 shares; 2026Q2: 2,813 shares 2,813 $1.01M 0.25% -251 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,435 shares; 2024Q4: 9,435 shares; 2025Q1: not loaded; 2025Q2: 9,435 shares; 2025Q3: 9,435 shares; 2025Q4: 9,435 shares; 2026Q1: 9,435 shares; 2026Q2: 9,435 shares 9,435 $866K 0.22% 0 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,212 shares; 2026Q2: 15,212 shares 15,212 $832K 0.21% 0 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,257 shares; 2026Q2: 15,257 shares 15,257 $831K 0.21% 0 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,485 shares; 2026Q2: 31,485 shares 31,485 $824K 0.2% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,809 shares; 2024Q4: 33,809 shares; 2025Q1: not loaded; 2025Q2: 33,871 shares; 2025Q3: 33,859 shares; 2025Q4: 33,829 shares; 2026Q1: 33,804 shares; 2026Q2: 33,435 shares 33,435 $821K 0.2% -369 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: 1,511 shares; 2024Q4: 1,480 shares; 2025Q1: not loaded; 2025Q2: 1,525 shares; 2025Q3: 1,875 shares; 2025Q4: 1,775 shares; 2026Q1: 1,425 shares; 2026Q2: 1,625 shares 1,625 $813K 0.2% +200 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: 1,202 shares; 2024Q4: 1,184 shares; 2025Q1: not loaded; 2025Q2: 1,109 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares; 2026Q2: 1,110 shares 1,110 $792K 0.2% 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: 18,122 shares; 2024Q4: 20,732 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 5,985 shares; 2025Q4: 5,650 shares; 2026Q1: 5,650 shares; 2026Q2: 5,650 shares 5,650 $789K 0.2% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,966 shares; 2024Q4: 2,967 shares; 2025Q1: not loaded; 2025Q2: 2,880 shares; 2025Q3: 2,882 shares; 2025Q4: 3,031 shares; 2026Q1: 3,033 shares; 2026Q2: 3,035 shares 3,035 $764K 0.19% +2 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: 18,597 shares; 2024Q4: 18,197 shares; 2025Q1: not loaded; 2025Q2: 13,920 shares; 2025Q3: 11,678 shares; 2025Q4: 11,378 shares; 2026Q1: 6,678 shares; 2026Q2: 6,438 shares 6,438 $756K 0.19% -240 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: 1,961 shares; 2024Q4: 1,961 shares; 2025Q1: not loaded; 2025Q2: 1,961 shares; 2025Q3: 1,961 shares; 2025Q4: 1,961 shares; 2026Q1: 1,961 shares; 2026Q2: 4,344 shares 4,344 $679K 0.17% +2,383 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: 5,172 shares; 2024Q4: 5,172 shares; 2025Q1: not loaded; 2025Q2: 2,226 shares; 2025Q3: 2,186 shares; 2025Q4: 2,136 shares; 2026Q1: 2,136 shares; 2026Q2: 3,668 shares 3,668 $608K 0.15% +1,532 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: 4,351 shares; 2024Q4: 4,351 shares; 2025Q1: not loaded; 2025Q2: 3,910 shares; 2025Q3: 4,361 shares; 2025Q4: 4,361 shares; 2026Q1: 4,361 shares; 2026Q2: 4,361 shares 4,361 $597K 0.15% 0 Timeline ESGV 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: 4,587 shares; 2024Q4: 4,594 shares; 2025Q1: not loaded; 2025Q2: 4,803 shares; 2025Q3: 4,810 shares; 2025Q4: 4,817 shares; 2026Q1: 4,429 shares; 2026Q2: 4,438 shares 4,438 $587K 0.15% +9 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: 1,494 shares; 2024Q4: 1,494 shares; 2025Q1: not loaded; 2025Q2: 1,422 shares; 2025Q3: 1,381 shares; 2025Q4: 587 shares; 2026Q1: 588 shares; 2026Q2: 486 shares 486 $583K 0.14% -102 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: 3,132 shares; 2024Q4: 3,091 shares; 2025Q1: not loaded; 2025Q2: 3,102 shares; 2025Q3: 3,102 shares; 2025Q4: 3,102 shares; 2026Q1: 3,104 shares; 2026Q2: 3,104 shares 3,104 $574K 0.14% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,197 shares; 2024Q4: 3,997 shares; 2025Q1: not loaded; 2025Q2: 2,832 shares; 2025Q3: 2,441 shares; 2025Q4: 2,041 shares; 2026Q1: 1,876 shares; 2026Q2: 1,615 shares 1,615 $571K 0.14% -261 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: not loaded; 2025Q2: 2,081 shares; 2025Q3: 2,081 shares; 2025Q4: 2,081 shares; 2026Q1: 2,081 shares; 2026Q2: 2,081 shares 2,081 $553K 0.14% 0 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: 674 shares; 2024Q4: 674 shares; 2025Q1: not loaded; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 674 shares; 2026Q1: 674 shares; 2026Q2: 4,532 shares 4,532 $542K 0.13% +3,858 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,383 shares; 2025Q1: not loaded; 2025Q2: 3,386 shares; 2025Q3: 3,386 shares; 2025Q4: 3,386 shares; 2026Q1: 3,387 shares; 2026Q2: 3,387 shares 3,387 $541K 0.13% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,756 shares; 2024Q4: 39,764 shares; 2025Q1: not loaded; 2025Q2: 36,838 shares; 2025Q3: 37,165 shares; 2025Q4: 19,295 shares; 2026Q1: 19,393 shares; 2026Q2: 19,534 shares 19,534 $540K 0.13% +141 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: 7,975 shares; 2024Q4: 7,975 shares; 2025Q1: not loaded; 2025Q2: 7,975 shares; 2025Q3: 7,975 shares; 2025Q4: 7,975 shares; 2026Q1: 7,975 shares; 2026Q2: 9,221 shares 9,221 $532K 0.13% +1,246 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: 2,373 shares; 2024Q4: 2,370 shares; 2025Q1: not loaded; 2025Q2: 1,908 shares; 2025Q3: 2,297 shares; 2025Q4: 2,296 shares; 2026Q1: 2,294 shares; 2026Q2: 2,349 shares 2,349 $512K 0.13% +55 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: 2,278 shares; 2024Q4: 2,059 shares; 2025Q1: not loaded; 2025Q2: 1,815 shares; 2025Q3: 1,833 shares; 2025Q4: 1,837 shares; 2026Q1: 1,900 shares; 2026Q2: 2,099 shares 2,099 $500K 0.12% +199 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,356 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,370 shares; 2025Q3: 4,368 shares; 2025Q4: 4,669 shares; 2026Q1: 4,670 shares; 2026Q2: 4,670 shares 4,670 $483K 0.12% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,830 shares; 2026Q1: 2,830 shares; 2026Q2: 2,830 shares 2,830 $478K 0.12% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: not loaded; 2025Q2: 2,818 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares; 2026Q1: 2,817 shares; 2026Q2: 2,817 shares 2,817 $470K 0.12% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: not loaded; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,021 shares; 2026Q1: 1,022 shares; 2026Q2: 1,022 shares 1,022 $469K 0.12% 0 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: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: not loaded; 2025Q2: 1,717 shares; 2025Q3: 1,716 shares; 2025Q4: 1,716 shares; 2026Q1: 1,717 shares; 2026Q2: 1,717 shares 1,717 $464K 0.12% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,355 shares 1,355 $462K 0.11% new 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: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: not loaded; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,304 shares; 2026Q1: 1,303 shares; 2026Q2: 1,305 shares 1,305 $460K 0.11% +2 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: 5,079 shares; 2024Q4: 5,079 shares; 2025Q1: not loaded; 2025Q2: 5,118 shares; 2025Q3: 5,368 shares; 2025Q4: 5,368 shares; 2026Q1: 5,368 shares; 2026Q2: 5,643 shares 5,643 $459K 0.11% +275 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,157 shares; 2026Q2: 1,159 shares 1,159 $438K 0.11% +2 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: 1,768 shares; 2024Q4: 1,769 shares; 2025Q1: not loaded; 2025Q2: 1,769 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,156 shares; 2026Q2: 1,156 shares 1,156 $432K 0.11% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,068 shares; 2024Q4: 9,219 shares; 2025Q1: not loaded; 2025Q2: 7,945 shares; 2025Q3: 7,732 shares; 2025Q4: 7,970 shares; 2026Q1: 7,905 shares; 2026Q2: 7,904 shares 7,904 $409K 0.1% -1 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: 5,440 shares; 2024Q4: 5,440 shares; 2025Q1: not loaded; 2025Q2: 5,440 shares; 2025Q3: 5,440 shares; 2025Q4: 5,440 shares; 2026Q1: 5,429 shares; 2026Q2: 5,429 shares 5,429 $407K 0.1% 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: 3,360 shares; 2024Q4: 3,265 shares; 2025Q1: not loaded; 2025Q2: 3,226 shares; 2025Q3: 3,617 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,223 shares 5,223 $403K 0.1% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,301 shares 4,301 $394K 0.1% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,748 shares; 2024Q4: 8,665 shares; 2025Q1: not loaded; 2025Q2: 8,392 shares; 2025Q3: 8,284 shares; 2025Q4: 6,999 shares; 2026Q1: 6,808 shares; 2026Q2: 6,686 shares 6,686 $385K 0.1% -122 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,421 shares; 2026Q1: 5,340 shares; 2026Q2: 5,340 shares 5,340 $384K 0.1% 0 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,296 shares; 2024Q4: 1,296 shares; 2025Q1: not loaded; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares; 2026Q2: 1,296 shares 1,296 $355K 0.09% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,559 shares; 2024Q4: 2,560 shares; 2025Q1: not loaded; 2025Q2: 2,563 shares; 2025Q3: 2,565 shares; 2025Q4: 2,566 shares; 2026Q1: 2,567 shares; 2026Q2: 2,568 shares 2,568 $351K 0.09% +1 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 481 shares 481 $348K 0.09% new 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 loaded; 2025Q2: 442 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 289 shares; 2026Q2: 289 shares 289 $340K 0.08% 0 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: 8,624 shares; 2024Q4: 7,649 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,087 shares 14,087 $339K 0.08% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,229 shares; 2025Q4: 1,229 shares; 2026Q1: 1,229 shares; 2026Q2: 1,229 shares 1,229 $324K 0.08% 0 Timeline SMH 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 614 shares; 2025Q4: 574 shares; 2026Q1: 574 shares; 2026Q2: 494 shares 494 $324K 0.08% -80 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,262 shares; 2024Q4: 7,262 shares; 2025Q1: not loaded; 2025Q2: 7,262 shares; 2025Q3: 7,262 shares; 2025Q4: 6,323 shares; 2026Q1: 6,323 shares; 2026Q2: 6,369 shares 6,369 $322K 0.08% +46 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: 4,733 shares; 2024Q4: 4,508 shares; 2025Q1: not loaded; 2025Q2: 2,396 shares; 2025Q3: 2,219 shares; 2025Q4: 2,073 shares; 2026Q1: 2,139 shares; 2026Q2: 2,140 shares 2,140 $317K 0.08% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,049 shares; 2026Q1: 3,010 shares; 2026Q2: 3,010 shares 3,010 $313K 0.08% 0 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: 4,236 shares; 2024Q4: 3,836 shares; 2025Q1: not loaded; 2025Q2: 3,430 shares; 2025Q3: 3,350 shares; 2025Q4: 2,423 shares; 2026Q1: 2,426 shares; 2026Q2: 2,364 shares 2,364 $304K 0.08% -62 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 1,128 shares; 2026Q2: 1,127 shares 1,127 $303K 0.08% -1 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,775 shares; 2024Q4: 6,346 shares; 2025Q1: not loaded; 2025Q2: 6,305 shares; 2025Q3: 5,977 shares; 2025Q4: 5,979 shares; 2026Q1: 5,892 shares; 2026Q2: 5,896 shares 5,896 $292K 0.07% +4 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: 1,916 shares; 2024Q4: 1,886 shares; 2025Q1: not loaded; 2025Q2: 1,891 shares; 2025Q3: 1,839 shares; 2025Q4: 1,880 shares; 2026Q1: 1,870 shares; 2026Q2: 1,879 shares 1,879 $290K 0.07% +9 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,273 shares 1,273 $285K 0.07% new 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: 2,958 shares; 2024Q4: 2,894 shares; 2025Q1: not loaded; 2025Q2: 2,905 shares; 2025Q3: 2,981 shares; 2025Q4: 2,982 shares; 2026Q1: 2,954 shares; 2026Q2: 2,955 shares 2,955 $284K 0.07% +1 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: 1,939 shares; 2024Q4: 1,939 shares; 2025Q1: not loaded; 2025Q2: 1,819 shares; 2025Q3: 1,779 shares; 2025Q4: 1,779 shares; 2026Q1: 1,788 shares; 2026Q2: 1,748 shares 1,748 $283K 0.07% -40 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,271 shares 1,271 $281K 0.07% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,532 shares; 2026Q1: 4,532 shares; 2026Q2: 4,532 shares 4,532 $274K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 343 shares 343 $256K 0.06% +21 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,048 shares; 2025Q1: not loaded; 2025Q2: 1,053 shares; 2025Q3: 1,052 shares; 2025Q4: 1,052 shares; 2026Q1: 1,052 shares; 2026Q2: 1,052 shares 1,052 $250K 0.06% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 560 shares 560 $242K 0.06% new 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: 3,028 shares; 2024Q4: 3,029 shares; 2025Q1: not loaded; 2025Q2: 2,809 shares; 2025Q3: 2,727 shares; 2025Q4: 2,728 shares; 2026Q1: 2,646 shares; 2026Q2: 2,642 shares 2,642 $240K 0.06% -4 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: not reported; 2026Q1: 2,206 shares; 2026Q2: 2,457 shares 2,457 $235K 0.06% +251 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: 974 shares; 2024Q4: 939 shares; 2025Q1: not loaded; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 939 shares; 2026Q1: 939 shares; 2026Q2: 939 shares 939 $233K 0.06% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,288 shares; 2025Q1: not loaded; 2025Q2: 5,168 shares; 2025Q3: 5,180 shares; 2025Q4: 5,152 shares; 2026Q1: not reported; 2026Q2: 4,870 shares 4,870 $227K 0.06% 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 loaded; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: not reported; 2026Q1: 1,246 shares; 2026Q2: 1,246 shares 1,246 $225K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,074 shares; 2026Q2: 5,289 shares 5,289 $224K 0.06% +1,215 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,289 shares 2,289 $221K 0.05% 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: 10,047 shares; 2024Q4: 10,047 shares; 2025Q1: not loaded; 2025Q2: 10,075 shares; 2025Q3: 10,075 shares; 2025Q4: 10,081 shares; 2026Q1: 10,076 shares; 2026Q2: 10,076 shares 10,076 $179K 0.04% 0 Timeline