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: 614,398 shares; 2024Q4: 1,945,979 shares; 2025Q1: 1,960,336 shares; 2025Q2: 1,973,901 shares; 2025Q3: 1,979,039 shares; 2025Q4: 2,036,541 shares; 2026Q1: 2,060,404 shares; 2026Q2: 2,068,062 shares 2,068,062 $65.6M 8.4% +7,658 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: 328,391 shares; 2024Q4: 1,369,929 shares; 2025Q1: 1,369,927 shares; 2025Q2: 1,374,580 shares; 2025Q3: 1,389,325 shares; 2025Q4: 1,399,024 shares; 2026Q1: 1,443,974 shares; 2026Q2: 1,431,690 shares 1,431,690 $48.4M 6.21% -12,284 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397,210 shares; 2024Q4: 1,229,842 shares; 2025Q1: 1,242,188 shares; 2025Q2: 1,244,807 shares; 2025Q3: 1,239,829 shares; 2025Q4: 1,260,594 shares; 2026Q1: 1,268,811 shares; 2026Q2: 1,259,073 shares 1,259,073 $46.4M 5.95% -9,738 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 817,196 shares; 2024Q4: 1,510,853 shares; 2025Q1: 1,547,835 shares; 2025Q2: 1,572,175 shares; 2025Q3: 1,580,325 shares; 2025Q4: 1,591,970 shares; 2026Q1: 1,618,896 shares; 2026Q2: 1,607,026 shares 1,607,026 $44.5M 5.7% -11,870 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,701 shares; 2024Q4: 1,024,087 shares; 2025Q1: 1,046,391 shares; 2025Q2: 1,067,441 shares; 2025Q3: 1,112,371 shares; 2025Q4: 1,175,473 shares; 2026Q1: 1,232,457 shares; 2026Q2: 1,224,848 shares 1,224,848 $42.6M 5.46% -7,609 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: 352,020 shares; 2024Q4: 367,160 shares; 2025Q1: 372,994 shares; 2025Q2: 375,034 shares; 2025Q3: 377,314 shares; 2025Q4: 382,063 shares; 2026Q1: 386,988 shares; 2026Q2: 391,235 shares 391,235 $40.7M 5.21% +4,247 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 183,934 shares; 2025Q1: 192,143 shares; 2025Q2: 192,260 shares; 2025Q3: 200,091 shares; 2025Q4: 382,757 shares; 2026Q1: 393,087 shares; 2026Q2: 416,901 shares 416,901 $34.5M 4.42% +23,814 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: 20,856 shares; 2024Q4: 83,645 shares; 2025Q1: 86,131 shares; 2025Q2: 87,231 shares; 2025Q3: 90,185 shares; 2025Q4: 286,241 shares; 2026Q1: 311,757 shares; 2026Q2: 324,822 shares 324,822 $32.2M 4.12% +13,065 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: 166,249 shares; 2024Q4: 170,257 shares; 2025Q1: 172,358 shares; 2025Q2: 173,199 shares; 2025Q3: 173,687 shares; 2025Q4: 174,220 shares; 2026Q1: 176,664 shares; 2026Q2: 175,893 shares 175,893 $26.1M 3.34% -771 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: 24,778 shares; 2024Q4: 30,052 shares; 2025Q1: 30,073 shares; 2025Q2: 30,953 shares; 2025Q3: 31,497 shares; 2025Q4: 31,884 shares; 2026Q1: 31,893 shares; 2026Q2: 31,893 shares 31,893 $23.9M 3.06% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,499 shares; 2024Q4: 379,246 shares; 2025Q1: 379,812 shares; 2025Q2: 381,721 shares; 2025Q3: 379,709 shares; 2025Q4: 383,245 shares; 2026Q1: 384,949 shares; 2026Q2: 384,135 shares 384,135 $20.1M 2.58% -814 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,415 shares; 2024Q4: 658,487 shares; 2025Q1: 672,494 shares; 2025Q2: 685,568 shares; 2025Q3: 715,754 shares; 2025Q4: 762,818 shares; 2026Q1: 772,155 shares; 2026Q2: 787,752 shares 787,752 $19.1M 2.44% +15,597 Timeline SCHY 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: 841,247 shares; 2024Q4: 669,237 shares; 2025Q1: 657,766 shares; 2025Q2: 660,984 shares; 2025Q3: 635,132 shares; 2025Q4: 603,929 shares; 2026Q1: 608,034 shares; 2026Q2: 600,081 shares 600,081 $19M 2.44% -7,953 Timeline IBDT 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: 9,629 shares; 2025Q4: 728,665 shares; 2026Q1: 739,662 shares; 2026Q2: 753,549 shares 753,549 $19M 2.44% +13,887 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: 37,831 shares; 2024Q4: 37,442 shares; 2025Q1: 37,799 shares; 2025Q2: 38,449 shares; 2025Q3: 37,838 shares; 2025Q4: 37,602 shares; 2026Q1: 37,583 shares; 2026Q2: 37,864 shares 37,864 $18.9M 2.43% +281 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 768,679 shares; 2026Q1: 778,230 shares; 2026Q2: 793,992 shares 793,992 $18.4M 2.36% +15,762 Timeline TLH 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: 161,453 shares; 2026Q1: 173,713 shares; 2026Q2: 177,429 shares 177,429 $17.8M 2.28% +3,716 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: 43,952 shares; 2024Q4: 43,751 shares; 2025Q1: 44,792 shares; 2025Q2: 44,844 shares; 2025Q3: 43,986 shares; 2025Q4: 42,634 shares; 2026Q1: 43,795 shares; 2026Q2: 44,030 shares 44,030 $12.7M 1.63% +235 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: 59,251 shares; 2024Q4: 57,421 shares; 2025Q1: 59,149 shares; 2025Q2: 60,342 shares; 2025Q3: 60,220 shares; 2025Q4: 59,652 shares; 2026Q1: 60,056 shares; 2026Q2: 59,427 shares 59,427 $11.9M 1.52% -629 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: 19,777 shares; 2024Q4: 37,177 shares; 2025Q1: 36,047 shares; 2025Q2: 35,945 shares; 2025Q3: 36,295 shares; 2025Q4: 36,597 shares; 2026Q1: 41,740 shares; 2026Q2: 42,223 shares 42,223 $10.1M 1.29% +483 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,953 shares; 2024Q4: 82,568 shares; 2025Q1: 82,568 shares; 2025Q2: 85,224 shares; 2025Q3: 85,936 shares; 2025Q4: 86,179 shares; 2026Q1: 86,515 shares; 2026Q2: 86,515 shares 86,515 $8.99M 1.15% 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: 180,394 shares; 2024Q4: 182,088 shares; 2025Q1: 188,324 shares; 2025Q2: 191,791 shares; 2025Q3: 202,217 shares; 2025Q4: 97,234 shares; 2026Q1: 94,687 shares; 2026Q2: 92,840 shares 92,840 $8.78M 1.13% -1,847 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: 16,767 shares; 2024Q4: 16,866 shares; 2025Q1: 17,844 shares; 2025Q2: 18,778 shares; 2025Q3: 18,454 shares; 2025Q4: 18,256 shares; 2026Q1: 20,268 shares; 2026Q2: 20,206 shares 20,206 $7.54M 0.97% -62 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,517 shares; 2024Q4: 2,287 shares; 2025Q1: 2,217 shares; 2025Q2: 2,091 shares; 2025Q3: 2,091 shares; 2025Q4: 2,031 shares; 2026Q1: 2,046 shares; 2026Q2: 2,046 shares 2,046 $6.54M 0.84% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,236 shares; 2024Q4: 136,474 shares; 2025Q1: 136,474 shares; 2025Q2: 135,870 shares; 2025Q3: 135,870 shares; 2025Q4: 135,870 shares; 2026Q1: 135,870 shares; 2026Q2: 135,870 shares 135,870 $6.38M 0.82% 0 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: 13,249 shares; 2024Q4: 13,177 shares; 2025Q1: 13,095 shares; 2025Q2: 12,968 shares; 2025Q3: 12,763 shares; 2025Q4: 12,650 shares; 2026Q1: 12,270 shares; 2026Q2: 12,138 shares 12,138 $6.34M 0.81% -132 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,702 shares; 2024Q4: 59,362 shares; 2025Q1: 59,265 shares; 2025Q2: 58,989 shares; 2025Q3: 58,775 shares; 2025Q4: 57,796 shares; 2026Q1: 57,377 shares; 2026Q2: 56,256 shares 56,256 $5.53M 0.71% -1,121 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: 49,857 shares; 2024Q4: 49,249 shares; 2025Q1: 48,947 shares; 2025Q2: 48,489 shares; 2025Q3: 47,519 shares; 2025Q4: 47,660 shares; 2026Q1: 48,584 shares; 2026Q2: 48,213 shares 48,213 $5.46M 0.7% -371 Timeline VFLO 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: 22,430 shares; 2024Q4: 32,415 shares; 2025Q1: 34,610 shares; 2025Q2: 53,810 shares; 2025Q3: 63,296 shares; 2025Q4: 76,741 shares; 2026Q1: 80,851 shares; 2026Q2: 92,993 shares 92,993 $4.25M 0.55% +12,142 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,835 shares; 2024Q4: 7,785 shares; 2025Q1: 7,785 shares; 2025Q2: 7,785 shares; 2025Q3: 7,785 shares; 2025Q4: 7,706 shares; 2026Q1: 7,706 shares; 2026Q2: 7,706 shares 7,706 $4.06M 0.52% 0 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: 8,958 shares; 2024Q4: 9,158 shares; 2025Q1: 10,458 shares; 2025Q2: 11,595 shares; 2025Q3: 11,595 shares; 2025Q4: 11,607 shares; 2026Q1: 11,588 shares; 2026Q2: 11,656 shares 11,656 $3.82M 0.49% +68 Timeline BRK-A 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.48% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,054 shares; 2024Q4: 10,854 shares; 2025Q1: 17,916 shares; 2025Q2: 19,479 shares; 2025Q3: 19,409 shares; 2025Q4: 19,139 shares; 2026Q1: 19,076 shares; 2026Q2: 18,824 shares 18,824 $3.57M 0.46% -252 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: 8,535 shares; 2024Q4: 8,545 shares; 2025Q1: 8,600 shares; 2025Q2: 9,910 shares; 2025Q3: 9,910 shares; 2025Q4: 9,984 shares; 2026Q1: 9,859 shares; 2026Q2: 9,881 shares 9,881 $3.49M 0.45% +22 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: 15,185 shares; 2024Q4: 14,930 shares; 2025Q1: 15,582 shares; 2025Q2: 14,375 shares; 2025Q3: 14,749 shares; 2025Q4: 13,807 shares; 2026Q1: 13,121 shares; 2026Q2: 13,186 shares 13,186 $3.35M 0.43% +65 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,371 shares; 2026Q2: 46,654 shares 46,654 $3.32M 0.43% +283 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: 24,554 shares; 2024Q4: 24,456 shares; 2025Q1: 26,700 shares; 2025Q2: 25,132 shares; 2025Q3: 25,009 shares; 2025Q4: 24,268 shares; 2026Q1: 24,078 shares; 2026Q2: 24,231 shares 24,231 $3.31M 0.42% +153 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: 3,760 shares; 2024Q4: 3,728 shares; 2025Q1: 3,773 shares; 2025Q2: 3,751 shares; 2025Q3: 4,922 shares; 2025Q4: 4,969 shares; 2026Q1: 5,025 shares; 2026Q2: 4,302 shares 4,302 $3.17M 0.41% -723 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,771 shares; 2024Q4: 5,871 shares; 2025Q1: 6,858 shares; 2025Q2: 7,711 shares; 2025Q3: 7,796 shares; 2025Q4: 7,778 shares; 2026Q1: 8,025 shares; 2026Q2: 8,764 shares 8,764 $3.09M 0.4% +739 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,500 shares; 2024Q4: 17,800 shares; 2025Q1: 19,800 shares; 2025Q2: 20,800 shares; 2025Q3: 21,500 shares; 2025Q4: 21,042 shares; 2026Q1: 20,500 shares; 2026Q2: 20,520 shares 20,520 $3M 0.38% +20 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: 19,617 shares; 2024Q4: 19,474 shares; 2025Q1: 19,298 shares; 2025Q2: 18,157 shares; 2025Q3: 19,740 shares; 2025Q4: 18,730 shares; 2026Q1: 19,761 shares; 2026Q2: 19,891 shares 19,891 $2.92M 0.37% +130 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,874 shares; 2024Q4: 4,544 shares; 2025Q1: 5,044 shares; 2025Q2: 5,644 shares; 2025Q3: 5,944 shares; 2025Q4: 5,744 shares; 2026Q1: 5,744 shares; 2026Q2: 5,767 shares 5,767 $2.86M 0.37% +23 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: 32,785 shares; 2024Q4: 33,785 shares; 2025Q1: 40,786 shares; 2025Q2: 46,597 shares; 2025Q3: 46,598 shares; 2025Q4: 48,673 shares; 2026Q1: 48,673 shares; 2026Q2: 48,674 shares 48,674 $2.77M 0.36% +1 Timeline USIG 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: 38,475 shares; 2025Q1: 37,919 shares; 2025Q2: 37,919 shares; 2025Q3: 37,919 shares; 2025Q4: 37,172 shares; 2026Q1: 53,281 shares; 2026Q2: 53,281 shares 53,281 $2.73M 0.35% 0 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,022 shares; 2024Q4: 58,197 shares; 2025Q1: 58,147 shares; 2025Q2: 56,047 shares; 2025Q3: 55,493 shares; 2025Q4: 54,524 shares; 2026Q1: 54,499 shares; 2026Q2: 54,182 shares 54,182 $2.71M 0.35% -317 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: 3,200 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,803 shares; 2025Q3: 4,103 shares; 2025Q4: 4,103 shares; 2026Q1: 4,103 shares; 2026Q2: 4,125 shares 4,125 $2.62M 0.34% +22 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,451 shares; 2024Q4: 12,751 shares; 2025Q1: 15,751 shares; 2025Q2: 17,151 shares; 2025Q3: 17,951 shares; 2025Q4: 17,967 shares; 2026Q1: 17,940 shares; 2026Q2: 17,867 shares 17,867 $2.56M 0.33% -73 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: 8,384 shares; 2024Q4: 7,845 shares; 2025Q1: 7,861 shares; 2025Q2: 7,854 shares; 2025Q3: 7,886 shares; 2025Q4: 7,867 shares; 2026Q1: 7,914 shares; 2026Q2: 7,915 shares 7,915 $2.48M 0.32% +1 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: 4,654 shares; 2024Q4: 4,654 shares; 2025Q1: 4,654 shares; 2025Q2: 4,654 shares; 2025Q3: 4,654 shares; 2025Q4: 4,681 shares; 2026Q1: 5,522 shares; 2026Q2: 6,228 shares 6,228 $2.3M 0.3% +706 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: 14,292 shares; 2024Q4: 14,242 shares; 2025Q1: 14,968 shares; 2025Q2: 14,343 shares; 2025Q3: 14,343 shares; 2025Q4: 14,399 shares; 2026Q1: 14,126 shares; 2026Q2: 14,229 shares 14,229 $2.16M 0.28% +103 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,067 shares; 2024Q4: 35,006 shares; 2025Q1: 29,413 shares; 2025Q2: 28,263 shares; 2025Q3: 27,618 shares; 2025Q4: 25,390 shares; 2026Q1: 24,048 shares; 2026Q2: 23,106 shares 23,106 $2.05M 0.26% -942 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: 5,613 shares; 2024Q4: 5,614 shares; 2025Q1: 5,614 shares; 2025Q2: 5,290 shares; 2025Q3: 5,290 shares; 2025Q4: 5,281 shares; 2026Q1: 5,379 shares; 2026Q2: 5,379 shares 5,379 $1.85M 0.24% 0 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: 7,698 shares; 2024Q4: 7,433 shares; 2025Q1: 7,436 shares; 2025Q2: 6,735 shares; 2025Q3: 6,541 shares; 2025Q4: 6,543 shares; 2026Q1: 6,406 shares; 2026Q2: 6,452 shares 6,452 $1.75M 0.22% +46 Timeline VOOG 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: 3,029 shares; 2024Q4: 3,029 shares; 2025Q1: 3,029 shares; 2025Q2: 3,029 shares; 2025Q3: 3,029 shares; 2025Q4: 3,029 shares; 2026Q1: 3,526 shares; 2026Q2: 21,156 shares 21,156 $1.75M 0.22% +17,630 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,942 shares; 2024Q4: 42,800 shares; 2025Q1: 43,350 shares; 2025Q2: 44,125 shares; 2025Q3: 50,054 shares; 2025Q4: 56,397 shares; 2026Q1: 57,127 shares; 2026Q2: 56,929 shares 56,929 $1.74M 0.22% -198 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: 22,365 shares; 2024Q4: 22,066 shares; 2025Q1: 22,066 shares; 2025Q2: 21,103 shares; 2025Q3: 21,115 shares; 2025Q4: 21,040 shares; 2026Q1: 20,985 shares; 2026Q2: 21,279 shares 21,279 $1.73M 0.22% +294 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: 1,328 shares; 2024Q4: 1,318 shares; 2025Q1: 1,408 shares; 2025Q2: 1,394 shares; 2025Q3: 1,384 shares; 2025Q4: 1,386 shares; 2026Q1: 1,384 shares; 2026Q2: 1,384 shares 1,384 $1.66M 0.21% 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: 2,692 shares; 2024Q4: 2,692 shares; 2025Q1: 2,692 shares; 2025Q2: 3,006 shares; 2025Q3: 3,006 shares; 2025Q4: 3,322 shares; 2026Q1: 4,430 shares; 2026Q2: 4,431 shares 4,431 $1.58M 0.2% +1 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: 5,769 shares; 2024Q4: 5,347 shares; 2025Q1: 5,347 shares; 2025Q2: 5,347 shares; 2025Q3: 5,347 shares; 2025Q4: 5,347 shares; 2026Q1: 5,347 shares; 2026Q2: 5,373 shares 5,373 $1.51M 0.19% +26 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,790 shares; 2024Q4: 30,843 shares; 2025Q1: 30,052 shares; 2025Q2: 30,052 shares; 2025Q3: 28,945 shares; 2025Q4: 28,147 shares; 2026Q1: 27,107 shares; 2026Q2: 26,188 shares 26,188 $1.41M 0.18% -919 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: 23,156 shares; 2024Q4: 45,500 shares; 2025Q1: 39,438 shares; 2025Q2: 40,119 shares; 2025Q3: 40,071 shares; 2025Q4: 37,715 shares; 2026Q1: 37,141 shares; 2026Q2: 36,382 shares 36,382 $1.31M 0.17% -759 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,895 shares; 2024Q4: 5,895 shares; 2025Q1: 5,895 shares; 2025Q2: 5,895 shares; 2025Q3: 5,853 shares; 2025Q4: 5,853 shares; 2026Q1: 5,947 shares; 2026Q2: 5,947 shares 5,947 $1.3M 0.17% 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: 3,387 shares; 2024Q4: 3,291 shares; 2025Q1: 3,214 shares; 2025Q2: 3,145 shares; 2025Q3: 2,085 shares; 2025Q4: 2,022 shares; 2026Q1: 2,177 shares; 2026Q2: 1,699 shares 1,699 $1.27M 0.16% -478 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,711 shares; 2024Q4: 168,255 shares; 2025Q1: 168,975 shares; 2025Q2: 169,644 shares; 2025Q3: 169,030 shares; 2025Q4: 108,826 shares; 2026Q1: 41,551 shares; 2026Q2: 31,992 shares 31,992 $1.26M 0.16% -9,559 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,010 shares; 2024Q4: 8,010 shares; 2025Q1: 8,010 shares; 2025Q2: 8,010 shares; 2025Q3: 8,010 shares; 2025Q4: 8,010 shares; 2026Q1: 7,726 shares; 2026Q2: 7,726 shares 7,726 $1.26M 0.16% 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: 4,826 shares; 2024Q4: 4,827 shares; 2025Q1: 4,828 shares; 2025Q2: 4,857 shares; 2025Q3: 4,858 shares; 2025Q4: 4,909 shares; 2026Q1: 4,910 shares; 2026Q2: 4,983 shares 4,983 $1.25M 0.16% +73 Timeline VIOG 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: 7,546 shares; 2024Q4: 7,546 shares; 2025Q1: 7,546 shares; 2025Q2: 7,546 shares; 2025Q3: 7,546 shares; 2025Q4: 7,546 shares; 2026Q1: 7,936 shares; 2026Q2: 7,936 shares 7,936 $1.22M 0.16% 0 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: 1,453 shares; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,722 shares; 2026Q1: 1,722 shares; 2026Q2: 1,772 shares 1,772 $1.22M 0.16% +50 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: 13,949 shares; 2024Q4: 13,955 shares; 2025Q1: 13,961 shares; 2025Q2: 13,000 shares; 2025Q3: 13,691 shares; 2025Q4: 13,697 shares; 2026Q1: 13,702 shares; 2026Q2: 13,848 shares 13,848 $1.22M 0.16% +146 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: 14,345 shares; 2024Q4: 14,345 shares; 2025Q1: 14,345 shares; 2025Q2: 14,345 shares; 2025Q3: 14,345 shares; 2025Q4: 14,345 shares; 2026Q1: 14,077 shares; 2026Q2: 14,077 shares 14,077 $1.15M 0.15% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,301 shares; 2024Q4: 1,239 shares; 2025Q1: 1,245 shares; 2025Q2: 1,247 shares; 2025Q3: 1,088 shares; 2025Q4: 1,091 shares; 2026Q1: 1,190 shares; 2026Q2: 1,190 shares 1,190 $1.11M 0.14% 0 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: 12,602 shares; 2024Q4: 12,602 shares; 2025Q1: 12,602 shares; 2025Q2: 12,002 shares; 2025Q3: 12,002 shares; 2025Q4: 11,902 shares; 2026Q1: 11,895 shares; 2026Q2: 11,895 shares 11,895 $1.1M 0.14% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,888 shares 4,888 $1.09M 0.14% 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: 4,888 shares 4,888 $1.08M 0.14% new 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: 11,825 shares; 2024Q4: 35,475 shares; 2025Q1: 35,475 shares; 2025Q2: 35,475 shares; 2025Q3: 35,475 shares; 2025Q4: 35,475 shares; 2026Q1: 35,475 shares; 2026Q2: 35,475 shares 35,475 $1.04M 0.13% 0 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: 6,272 shares; 2024Q4: 6,269 shares; 2025Q1: 6,011 shares; 2025Q2: 6,014 shares; 2025Q3: 5,702 shares; 2025Q4: 5,669 shares; 2026Q1: 5,671 shares; 2026Q2: 5,659 shares 5,659 $1.01M 0.13% -12 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: 7,552 shares; 2024Q4: 7,419 shares; 2025Q1: 7,419 shares; 2025Q2: 7,201 shares; 2025Q3: 7,086 shares; 2025Q4: 6,942 shares; 2026Q1: 7,059 shares; 2026Q2: 7,059 shares 7,059 $956K 0.12% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,746 shares; 2024Q4: 4,495 shares; 2025Q1: 4,478 shares; 2025Q2: 4,425 shares; 2025Q3: 4,425 shares; 2025Q4: 4,291 shares; 2026Q1: 4,268 shares; 2026Q2: 4,197 shares 4,197 $953K 0.12% -71 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: 6,568 shares; 2024Q4: 6,568 shares; 2025Q1: 6,568 shares; 2025Q2: 6,368 shares; 2025Q3: 6,368 shares; 2025Q4: 6,441 shares; 2026Q1: 6,441 shares; 2026Q2: 7,305 shares 7,305 $939K 0.12% +864 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,855 shares; 2024Q4: 9,855 shares; 2025Q1: 9,855 shares; 2025Q2: 9,855 shares; 2025Q3: 9,855 shares; 2025Q4: 9,554 shares; 2026Q1: 9,554 shares; 2026Q2: 9,554 shares 9,554 $923K 0.12% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,085 shares; 2024Q4: 9,085 shares; 2025Q1: 9,085 shares; 2025Q2: 8,285 shares; 2025Q3: 8,285 shares; 2025Q4: 8,285 shares; 2026Q1: 8,285 shares; 2026Q2: 7,845 shares 7,845 $918K 0.12% -440 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: 5,155 shares; 2024Q4: 5,155 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,008 shares 18,008 $911K 0.12% new 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: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 4,504 shares; 2025Q2: 4,804 shares; 2025Q3: 4,804 shares; 2025Q4: 4,963 shares; 2026Q1: 5,318 shares; 2026Q2: 5,425 shares 5,425 $899K 0.12% +107 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: 43,011 shares; 2024Q4: 38,716 shares; 2025Q1: 44,855 shares; 2025Q2: 45,758 shares; 2025Q3: 45,769 shares; 2025Q4: 42,781 shares; 2026Q1: 42,781 shares; 2026Q2: 43,377 shares 43,377 $898K 0.12% +596 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares; 2026Q1: 4,700 shares; 2026Q2: 4,482 shares 4,482 $854K 0.11% -218 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,061 shares; 2025Q1: 6,981 shares; 2025Q2: 6,981 shares; 2025Q3: 12,507 shares; 2025Q4: 18,694 shares; 2026Q1: 19,248 shares; 2026Q2: 19,872 shares 19,872 $817K 0.1% +624 Timeline XLG 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: 13,315 shares; 2024Q4: 13,115 shares; 2025Q1: 13,115 shares; 2025Q2: 13,090 shares; 2025Q3: 13,090 shares; 2025Q4: 13,090 shares; 2026Q1: 13,090 shares; 2026Q2: 13,090 shares 13,090 $802K 0.1% 0 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,117 shares; 2024Q4: 26,495 shares; 2025Q1: 26,109 shares; 2025Q2: 20,546 shares; 2025Q3: 19,251 shares; 2025Q4: 41,627 shares; 2026Q1: 39,829 shares; 2026Q2: 34,649 shares 34,649 $801K 0.1% -5,180 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,845 shares; 2024Q4: 3,845 shares; 2025Q1: 3,845 shares; 2025Q2: 3,872 shares; 2025Q3: 3,872 shares; 2025Q4: 3,872 shares; 2026Q1: 3,872 shares; 2026Q2: 3,872 shares 3,872 $801K 0.1% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 748 shares; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares; 2026Q2: 1,108 shares 1,108 $779K 0.1% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,688 shares; 2024Q4: 8,688 shares; 2025Q1: 8,688 shares; 2025Q2: 15,376 shares; 2025Q3: 15,563 shares; 2025Q4: 15,563 shares; 2026Q1: 15,399 shares; 2026Q2: 15,399 shares 15,399 $740K 0.09% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,963 shares; 2024Q4: 5,908 shares; 2025Q1: 5,908 shares; 2025Q2: 6,108 shares; 2025Q3: 6,114 shares; 2025Q4: 6,114 shares; 2026Q1: 5,987 shares; 2026Q2: 5,987 shares 5,987 $703K 0.09% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 6,901 shares; 2026Q2: 6,902 shares 6,902 $696K 0.09% +1 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,716 shares; 2024Q4: 5,731 shares; 2025Q1: 5,746 shares; 2025Q2: 6,995 shares; 2025Q3: 7,010 shares; 2025Q4: 7,076 shares; 2026Q1: 7,240 shares; 2026Q2: 7,100 shares 7,100 $680K 0.09% -140 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: 7,735 shares; 2024Q4: 23,205 shares; 2025Q1: 23,958 shares; 2025Q2: 24,625 shares; 2025Q3: 25,233 shares; 2025Q4: 25,241 shares; 2026Q1: 23,964 shares; 2026Q2: 22,974 shares 22,974 $665K 0.09% -990 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,265 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,288 shares; 2025Q3: 1,288 shares; 2025Q4: 1,276 shares; 2026Q1: 1,276 shares; 2026Q2: 1,276 shares 1,276 $655K 0.08% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,099 shares; 2024Q4: 20,450 shares; 2025Q1: 20,450 shares; 2025Q2: 20,500 shares; 2025Q3: 20,500 shares; 2025Q4: 20,500 shares; 2026Q1: 20,500 shares; 2026Q2: 20,500 shares 20,500 $648K 0.08% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 7,440 shares; 2025Q3: 7,440 shares; 2025Q4: 7,440 shares; 2026Q1: 7,006 shares; 2026Q2: 7,006 shares 7,006 $645K 0.08% 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: 7,150 shares; 2024Q4: 7,150 shares; 2025Q1: 7,150 shares; 2025Q2: 7,695 shares; 2025Q3: 7,695 shares; 2025Q4: 7,755 shares; 2026Q1: 7,695 shares; 2026Q2: 7,799 shares 7,799 $645K 0.08% +104 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: 7,385 shares; 2024Q4: 7,385 shares; 2025Q1: 7,385 shares; 2025Q2: 7,385 shares; 2025Q3: 7,385 shares; 2025Q4: 7,385 shares; 2026Q1: 7,385 shares; 2026Q2: 7,385 shares 7,385 $631K 0.08% 0 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: 2,776 shares; 2024Q4: 2,776 shares; 2025Q1: 2,665 shares; 2025Q2: 2,465 shares; 2025Q3: 2,355 shares; 2025Q4: 2,275 shares; 2026Q1: 3,022 shares; 2026Q2: 2,830 shares 2,830 $617K 0.08% -192 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,381 shares; 2024Q4: 6,689 shares; 2025Q1: 6,693 shares; 2025Q2: 5,243 shares; 2025Q3: 4,533 shares; 2025Q4: 4,537 shares; 2026Q1: 4,396 shares; 2026Q2: 4,401 shares 4,401 $611K 0.08% +5 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,948 shares 3,948 $596K 0.08% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,424 shares; 2024Q4: 1,424 shares; 2025Q1: 1,424 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares; 2025Q4: 1,424 shares; 2026Q1: 1,424 shares; 2026Q2: 1,424 shares 1,424 $583K 0.07% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,543 shares; 2024Q4: 1,543 shares; 2025Q1: 1,543 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: 1,606 shares; 2026Q2: 1,606 shares 1,606 $569K 0.07% 0 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 11,671 shares; 2026Q1: 11,238 shares; 2026Q2: 11,238 shares 11,238 $551K 0.07% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 5,838 shares; 2025Q4: 6,084 shares; 2026Q1: 6,464 shares; 2026Q2: 6,375 shares 6,375 $546K 0.07% -89 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,420 shares; 2025Q2: 1,428 shares; 2025Q3: 1,428 shares; 2025Q4: 1,428 shares; 2026Q1: 1,751 shares; 2026Q2: 1,813 shares 1,813 $540K 0.07% +62 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,906 shares; 2024Q4: 5,906 shares; 2025Q1: 5,906 shares; 2025Q2: 6,006 shares; 2025Q3: 6,006 shares; 2025Q4: 6,006 shares; 2026Q1: 6,006 shares; 2026Q2: 6,006 shares 6,006 $520K 0.07% 0 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: 8,885 shares; 2024Q4: 8,923 shares; 2025Q1: 8,959 shares; 2025Q2: 9,001 shares; 2025Q3: 9,041 shares; 2025Q4: 9,072 shares; 2026Q1: 9,105 shares; 2026Q2: 9,136 shares 9,136 $503K 0.06% +31 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,494 shares; 2024Q4: 4,494 shares; 2025Q1: 4,494 shares; 2025Q2: 4,494 shares; 2025Q3: 4,494 shares; 2025Q4: 4,494 shares; 2026Q1: 4,494 shares; 2026Q2: 4,494 shares 4,494 $503K 0.06% 0 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,090 shares; 2024Q4: 5,090 shares; 2025Q1: 5,090 shares; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 4,890 shares; 2026Q1: 4,890 shares; 2026Q2: 4,890 shares 4,890 $495K 0.06% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,384 shares; 2024Q4: 3,365 shares; 2025Q1: 3,366 shares; 2025Q2: 3,409 shares; 2025Q3: 3,318 shares; 2025Q4: 3,328 shares; 2026Q1: 3,278 shares; 2026Q2: 3,329 shares 3,329 $488K 0.06% +51 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,451 shares 3,451 $482K 0.06% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,293 shares; 2024Q4: 14,481 shares; 2025Q1: 15,439 shares; 2025Q2: 12,531 shares; 2025Q3: 15,273 shares; 2025Q4: 14,441 shares; 2026Q1: 14,441 shares; 2026Q2: 13,054 shares 13,054 $480K 0.06% -1,387 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638,269 shares; 2024Q4: 664,593 shares; 2025Q1: 679,379 shares; 2025Q2: 688,575 shares; 2025Q3: 714,154 shares; 2025Q4: 20,623 shares; 2026Q1: 20,621 shares; 2026Q2: 19,367 shares 19,367 $469K 0.06% -1,254 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 8,236 shares; 2026Q1: 8,254 shares; 2026Q2: 8,713 shares 8,713 $463K 0.06% +459 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: 22,428 shares; 2024Q4: 23,267 shares; 2025Q1: 23,267 shares; 2025Q2: 24,115 shares; 2025Q3: 23,815 shares; 2025Q4: 19,339 shares; 2026Q1: 19,069 shares; 2026Q2: 18,916 shares 18,916 $455K 0.06% -153 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: 14,223 shares; 2024Q4: 14,408 shares; 2025Q1: 14,308 shares; 2025Q2: 14,686 shares; 2025Q3: 14,756 shares; 2025Q4: 12,676 shares; 2026Q1: 11,033 shares; 2026Q2: 10,726 shares 10,726 $454K 0.06% -307 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: 796 shares; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 852 shares; 2025Q3: 741 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 797 shares 797 $449K 0.06% -43 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: 2,371 shares; 2024Q4: 2,373 shares; 2025Q1: 2,375 shares; 2025Q2: 2,391 shares; 2025Q3: 2,392 shares; 2025Q4: 2,394 shares; 2026Q1: 2,396 shares; 2026Q2: 2,477 shares 2,477 $448K 0.06% +81 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: 2,982 shares; 2024Q4: 2,882 shares; 2025Q1: 2,882 shares; 2025Q2: 2,798 shares; 2025Q3: 2,798 shares; 2025Q4: 2,736 shares; 2026Q1: 2,736 shares; 2026Q2: 2,724 shares 2,724 $441K 0.06% -12 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: 3,155 shares; 2024Q4: 3,955 shares; 2025Q1: 3,155 shares; 2025Q2: 3,175 shares; 2025Q3: 3,139 shares; 2025Q4: 3,161 shares; 2026Q1: 3,329 shares; 2026Q2: 3,477 shares 3,477 $440K 0.06% +148 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,742 shares; 2025Q1: 5,353 shares; 2025Q2: 5,353 shares; 2025Q3: 4,239 shares; 2025Q4: 3,822 shares; 2026Q1: 4,289 shares; 2026Q2: 5,949 shares 5,949 $437K 0.06% +1,660 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: 1,459 shares; 2024Q4: 1,460 shares; 2025Q1: 1,461 shares; 2025Q2: 1,466 shares; 2025Q3: 1,467 shares; 2025Q4: 1,534 shares; 2026Q1: 1,734 shares; 2026Q2: 1,591 shares 1,591 $430K 0.06% -143 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: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares; 2026Q2: 1,265 shares 1,265 $428K 0.05% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,159 shares; 2026Q2: 980 shares 980 $425K 0.05% -179 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,674 shares; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares; 2026Q2: 2,174 shares 2,174 $420K 0.05% 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: 367 shares; 2025Q4: 377 shares; 2026Q1: 362 shares; 2026Q2: 357 shares 357 $420K 0.05% -5 Timeline ACLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,510 shares; 2024Q4: 3,510 shares; 2025Q1: 3,510 shares; 2025Q2: 4,860 shares; 2025Q3: 4,860 shares; 2025Q4: 4,860 shares; 2026Q1: 4,860 shares; 2026Q2: 4,860 shares 4,860 $409K 0.05% 0 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: 1,689 shares; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,718 shares; 2026Q1: 1,718 shares; 2026Q2: 1,718 shares 1,718 $407K 0.05% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,510 shares 3,510 $403K 0.05% +10 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: 3,919 shares; 2024Q4: 3,919 shares; 2025Q1: 3,919 shares; 2025Q2: 3,894 shares; 2025Q3: 3,894 shares; 2025Q4: 3,955 shares; 2026Q1: 4,305 shares; 2026Q2: 4,435 shares 4,435 $402K 0.05% +130 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,322 shares; 2024Q4: 4,072 shares; 2025Q1: 4,027 shares; 2025Q2: 3,827 shares; 2025Q3: 3,802 shares; 2025Q4: 3,743 shares; 2026Q1: 3,743 shares; 2026Q2: 3,744 shares 3,744 $402K 0.05% +1 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,585 shares; 2025Q2: 10,625 shares; 2025Q3: 10,625 shares; 2025Q4: 10,625 shares; 2026Q1: 10,625 shares; 2026Q2: 9,570 shares 9,570 $399K 0.05% -1,055 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,192 shares; 2024Q4: 9,207 shares; 2025Q1: 9,221 shares; 2025Q2: 9,239 shares; 2025Q3: 7,959 shares; 2025Q4: 7,974 shares; 2026Q1: 7,989 shares; 2026Q2: 8,004 shares 8,004 $399K 0.05% +15 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,837 shares; 2024Q4: 17,667 shares; 2025Q1: 18,455 shares; 2025Q2: 18,460 shares; 2025Q3: 18,464 shares; 2025Q4: 17,328 shares; 2026Q1: 18,023 shares; 2026Q2: 15,528 shares 15,528 $398K 0.05% -2,495 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER 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: 7,650 shares; 2026Q1: 7,650 shares; 2026Q2: 7,650 shares 7,650 $390K 0.05% 0 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,476 shares; 2024Q4: 4,476 shares; 2025Q1: 4,476 shares; 2025Q2: 4,216 shares; 2025Q3: 4,216 shares; 2025Q4: 4,216 shares; 2026Q1: 4,216 shares; 2026Q2: 4,216 shares 4,216 $385K 0.05% 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: 11,655 shares; 2024Q4: 11,438 shares; 2025Q1: 11,016 shares; 2025Q2: 10,964 shares; 2025Q3: 10,954 shares; 2025Q4: 4,518 shares; 2026Q1: 5,268 shares; 2026Q2: 4,837 shares 4,837 $373K 0.05% -431 Timeline VHT 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: 1,237 shares; 2024Q4: 1,207 shares; 2025Q1: 1,189 shares; 2025Q2: 1,192 shares; 2025Q3: 1,194 shares; 2025Q4: 1,223 shares; 2026Q1: 1,225 shares; 2026Q2: 1,227 shares 1,227 $367K 0.05% +2 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,551 shares 6,551 $364K 0.05% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 910 shares; 2025Q3: 843 shares; 2025Q4: 852 shares; 2026Q1: 980 shares; 2026Q2: 965 shares 965 $361K 0.05% -15 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: 7,912 shares; 2024Q4: 7,912 shares; 2025Q1: 9,695 shares; 2025Q2: 6,660 shares; 2025Q3: 6,094 shares; 2025Q4: 6,109 shares; 2026Q1: 6,059 shares; 2026Q2: 6,059 shares 6,059 $349K 0.04% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 295 shares 295 $341K 0.04% new Timeline IBHF 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: 15,896 shares; 2026Q2: 14,941 shares 14,941 $338K 0.04% -955 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,921 shares; 2024Q4: 6,933 shares; 2025Q1: 6,947 shares; 2025Q2: 6,961 shares; 2025Q3: 6,974 shares; 2025Q4: 6,986 shares; 2026Q1: 6,998 shares; 2026Q2: 7,008 shares 7,008 $333K 0.04% +10 Timeline FINS ANGEL OAK FINL STRATEGIES IN More: the full row for ANGEL OAK FINL STRATEGIES IN 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: 26,000 shares; 2026Q1: 26,000 shares; 2026Q2: 26,000 shares 26,000 $333K 0.04% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,335 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares; 2026Q2: 2,835 shares 2,835 $331K 0.04% 0 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: 5,217 shares; 2024Q4: 5,217 shares; 2025Q1: 4,303 shares; 2025Q2: 4,303 shares; 2025Q3: 4,303 shares; 2025Q4: 4,303 shares; 2026Q1: 4,170 shares; 2026Q2: 3,962 shares 3,962 $326K 0.04% -208 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: 1,873 shares; 2024Q4: 1,873 shares; 2025Q1: 1,874 shares; 2025Q2: 1,875 shares; 2025Q3: 1,876 shares; 2025Q4: 1,900 shares; 2026Q1: 1,877 shares; 2026Q2: 1,878 shares 1,878 $317K 0.04% +1 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,343 shares; 2024Q4: 1,343 shares; 2025Q1: 1,757 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: 1,406 shares; 2026Q1: 1,406 shares; 2026Q2: 1,406 shares 1,406 $313K 0.04% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 962 shares; 2026Q1: 962 shares; 2026Q2: 3,867 shares 3,867 $312K 0.04% +2,905 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,877 shares; 2025Q3: 5,247 shares; 2025Q4: 5,445 shares; 2026Q1: 5,495 shares; 2026Q2: 5,544 shares 5,544 $301K 0.04% +49 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,460 shares; 2025Q4: 8,460 shares; 2026Q1: 9,624 shares; 2026Q2: 9,624 shares 9,624 $299K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 1,757 shares; 2026Q2: 1,757 shares 1,757 $293K 0.04% 0 Timeline MGC 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: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $287K 0.04% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 665 shares; 2026Q2: 756 shares 756 $286K 0.04% +91 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 61 shares; 2026Q2: 1,525 shares 1,525 $272K 0.03% +1,464 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,049 shares; 2024Q4: 5,199 shares; 2025Q1: 5,199 shares; 2025Q2: 4,953 shares; 2025Q3: 4,686 shares; 2025Q4: 4,686 shares; 2026Q1: 4,686 shares; 2026Q2: 4,686 shares 4,686 $271K 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares; 2025Q4: 934 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $265K 0.03% 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: 815 shares; 2026Q2: 815 shares 815 $256K 0.03% 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: 1,148 shares 1,148 $256K 0.03% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares; 2026Q1: 1,137 shares; 2026Q2: 1,137 shares 1,137 $255K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 455 shares; 2026Q1: 499 shares; 2026Q2: 499 shares 499 $254K 0.03% 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: 1,500 shares; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,550 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $234K 0.03% 0 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: 766 shares 766 $230K 0.03% new 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: 12,860 shares; 2024Q4: 12,860 shares; 2025Q1: 12,860 shares; 2025Q2: 8,990 shares; 2025Q3: 7,245 shares; 2025Q4: 7,935 shares; 2026Q1: 7,935 shares; 2026Q2: 3,700 shares 3,700 $230K 0.03% -4,235 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,185 shares; 2026Q2: 2,202 shares 2,202 $229K 0.03% +17 Timeline SDY 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: 1,475 shares; 2024Q4: not reported; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares; 2026Q2: 1,475 shares 1,475 $224K 0.03% 0 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,268 shares 2,268 $223K 0.03% new 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: 5,430 shares; 2024Q4: 5,044 shares; 2025Q1: 4,954 shares; 2025Q2: 3,739 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,189 shares 3,189 $218K 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,178 shares; 2024Q4: 1,142 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 1,142 shares; 2026Q2: 1,142 shares 1,142 $218K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 299 shares 299 $216K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 843 shares 843 $215K 0.03% new Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN 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: 12,300 shares; 2026Q1: 12,300 shares; 2026Q2: 12,300 shares 12,300 $208K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,267 shares; 2024Q4: 4,697 shares; 2025Q1: 4,697 shares; 2025Q2: 4,646 shares; 2025Q3: 4,646 shares; 2025Q4: 2,552 shares; 2026Q1: not reported; 2026Q2: 1,497 shares 1,497 $206K 0.03% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,164 shares; 2026Q2: 1,220 shares 1,220 $205K 0.03% +56 Timeline IJJ 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: 1,372 shares 1,372 $203K 0.03% new 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: 617 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 472 shares 472 $201K 0.03% new Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,271 shares; 2024Q4: 13,271 shares; 2025Q1: 13,271 shares; 2025Q2: 13,271 shares; 2025Q3: 13,271 shares; 2025Q4: 13,271 shares; 2026Q1: 13,271 shares; 2026Q2: 10,750 shares 10,750 $87.2K 0.01% -2,521 Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,700 shares; 2024Q4: 18,700 shares; 2025Q1: 19,700 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares; 2026Q2: 22,500 shares 22,500 $38.7K <0.01% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS 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: 14,695 shares 14,695 $27.9K <0.01% new Timeline