AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,042 shares; 2024Q4: 238,120 shares; 2025Q1: 233,311 shares; 2025Q2: 230,026 shares; 2025Q3: 221,558 shares; 2025Q4: 216,364 shares; 2026Q1: 212,235 shares; 2026Q2: 206,743 shares 206,743 $78.1M 5.92% -5,492 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,160,247 shares; 2024Q4: 1,208,213 shares; 2025Q1: 1,271,016 shares; 2025Q2: 1,322,605 shares; 2025Q3: 1,405,341 shares; 2025Q4: 1,501,070 shares; 2026Q1: 1,563,451 shares; 2026Q2: 1,624,885 shares 1,624,885 $54.4M 4.12% +61,434 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,311 shares; 2024Q4: 174,374 shares; 2025Q1: 172,727 shares; 2025Q2: 171,223 shares; 2025Q3: 169,868 shares; 2025Q4: 171,826 shares; 2026Q1: 170,397 shares; 2026Q2: 168,264 shares 168,264 $51M 3.86% -2,133 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,982 shares; 2024Q4: 375,515 shares; 2025Q1: 395,678 shares; 2025Q2: 408,955 shares; 2025Q3: 419,430 shares; 2025Q4: 446,728 shares; 2026Q1: 462,586 shares; 2026Q2: 474,804 shares 474,804 $50.4M 3.82% +12,218 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: 160,446 shares; 2024Q4: 160,072 shares; 2025Q1: 158,827 shares; 2025Q2: 156,997 shares; 2025Q3: 155,398 shares; 2025Q4: 157,113 shares; 2026Q1: 156,490 shares; 2026Q2: 620,012 shares 620,012 $50M 3.78% +463,522 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: 188,218 shares; 2025Q3: 191,148 shares; 2025Q4: 194,701 shares; 2026Q1: 192,578 shares; 2026Q2: 188,227 shares 188,227 $48.1M 3.64% -4,351 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: 164,874 shares; 2024Q4: 164,935 shares; 2025Q1: 165,971 shares; 2025Q2: 164,944 shares; 2025Q3: 164,067 shares; 2025Q4: 165,005 shares; 2026Q1: 159,713 shares; 2026Q2: 159,199 shares 159,199 $46.1M 3.49% -514 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: 122,457 shares; 2024Q4: 121,587 shares; 2025Q1: 118,650 shares; 2025Q2: 117,086 shares; 2025Q3: 115,594 shares; 2025Q4: 115,474 shares; 2026Q1: 114,539 shares; 2026Q2: 114,894 shares 114,894 $42.9M 3.25% +355 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: 53,947 shares; 2024Q4: 53,652 shares; 2025Q1: 53,032 shares; 2025Q2: 52,782 shares; 2025Q3: 53,244 shares; 2025Q4: 57,672 shares; 2026Q1: 54,201 shares; 2026Q2: 52,498 shares 52,498 $39.2M 2.97% -1,703 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: 278,203 shares; 2024Q4: 278,100 shares; 2025Q1: 278,693 shares; 2025Q2: 277,461 shares; 2025Q3: 273,074 shares; 2025Q4: 273,723 shares; 2026Q1: 266,357 shares; 2026Q2: 261,841 shares 261,841 $30.8M 2.33% -4,516 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: 23,762 shares; 2024Q4: 23,998 shares; 2025Q1: 24,017 shares; 2025Q2: 23,335 shares; 2025Q3: 23,280 shares; 2025Q4: 23,506 shares; 2026Q1: 23,025 shares; 2026Q2: 23,074 shares 23,074 $27.7M 2.1% +49 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: 94,997 shares; 2024Q4: 91,950 shares; 2025Q1: 89,076 shares; 2025Q2: 88,907 shares; 2025Q3: 86,878 shares; 2025Q4: 86,824 shares; 2026Q1: 84,750 shares; 2026Q2: 83,227 shares 83,227 $27.2M 2.06% -1,523 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: 96,906 shares; 2024Q4: 98,726 shares; 2025Q1: 98,749 shares; 2025Q2: 98,208 shares; 2025Q3: 100,018 shares; 2025Q4: 101,483 shares; 2026Q1: 99,613 shares; 2026Q2: 98,918 shares 98,918 $25.1M 1.9% -695 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: 74,002 shares; 2024Q4: 73,563 shares; 2025Q1: 71,776 shares; 2025Q2: 69,613 shares; 2025Q3: 67,965 shares; 2025Q4: 67,862 shares; 2026Q1: 66,093 shares; 2026Q2: 65,459 shares 65,459 $22.5M 1.7% -634 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: 88,087 shares; 2024Q4: 88,433 shares; 2025Q1: 87,746 shares; 2025Q2: 87,651 shares; 2025Q3: 89,293 shares; 2025Q4: 91,267 shares; 2026Q1: 90,890 shares; 2026Q2: 90,651 shares 90,651 $21.6M 1.64% -239 Timeline XLC 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: 199,122 shares; 2024Q4: 198,980 shares; 2025Q1: 197,910 shares; 2025Q2: 197,318 shares; 2025Q3: 196,763 shares; 2025Q4: 200,371 shares; 2026Q1: 197,919 shares; 2026Q2: 197,405 shares 197,405 $21.1M 1.6% -514 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: 55,195 shares; 2024Q4: 54,187 shares; 2025Q1: 53,907 shares; 2025Q2: 55,011 shares; 2025Q3: 55,934 shares; 2025Q4: 112,886 shares; 2026Q1: 110,797 shares; 2026Q2: 109,680 shares 109,680 $20.9M 1.58% -1,117 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,802 shares; 2024Q4: 57,270 shares; 2025Q1: 57,228 shares; 2025Q2: 57,158 shares; 2025Q3: 56,383 shares; 2025Q4: 57,431 shares; 2026Q1: 57,303 shares; 2026Q2: 57,322 shares 57,322 $20.8M 1.57% +19 Timeline VIOO 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: 155,087 shares; 2024Q4: 156,603 shares; 2025Q1: 155,102 shares; 2025Q2: 152,172 shares; 2025Q3: 151,071 shares; 2025Q4: 151,826 shares; 2026Q1: 149,822 shares; 2026Q2: 148,330 shares 148,330 $20.4M 1.55% -1,492 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: 142,760 shares; 2024Q4: 141,728 shares; 2025Q1: 139,766 shares; 2025Q2: 137,853 shares; 2025Q3: 136,113 shares; 2025Q4: 135,474 shares; 2026Q1: 132,775 shares; 2026Q2: 131,331 shares 131,331 $19.9M 1.51% -1,444 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: 178,594 shares; 2024Q4: 179,441 shares; 2025Q1: 179,625 shares; 2025Q2: 180,051 shares; 2025Q3: 181,722 shares; 2025Q4: 188,493 shares; 2026Q1: 190,395 shares; 2026Q2: 191,852 shares 191,852 $18.5M 1.4% +1,457 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: 58,098 shares; 2024Q4: 57,302 shares; 2025Q1: 56,573 shares; 2025Q2: 55,875 shares; 2025Q3: 55,565 shares; 2025Q4: 55,593 shares; 2026Q1: 54,368 shares; 2026Q2: 53,861 shares 53,861 $18.4M 1.39% -507 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,417 shares; 2024Q4: 42,246 shares; 2025Q1: 41,483 shares; 2025Q2: 41,348 shares; 2025Q3: 41,539 shares; 2025Q4: 42,129 shares; 2026Q1: 42,685 shares; 2026Q2: 43,005 shares 43,005 $17.9M 1.35% +320 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,633 shares; 2025Q2: 19,491 shares; 2025Q3: not reported; 2025Q4: 18,946 shares; 2026Q1: 18,667 shares; 2026Q2: 18,574 shares 18,574 $17.9M 1.35% -93 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,509 shares; 2024Q4: 145,731 shares; 2025Q1: 142,269 shares; 2025Q2: 140,427 shares; 2025Q3: 139,464 shares; 2025Q4: 142,070 shares; 2026Q1: 141,537 shares; 2026Q2: 139,708 shares 139,708 $17.6M 1.34% -1,829 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: 6,000 shares; 2024Q4: 5,970 shares; 2025Q1: 5,998 shares; 2025Q2: 78,176 shares; 2025Q3: 79,693 shares; 2025Q4: 82,623 shares; 2026Q1: 84,109 shares; 2026Q2: 86,886 shares 86,886 $17.4M 1.32% +2,777 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: 46,769 shares; 2024Q4: 46,246 shares; 2025Q1: 45,700 shares; 2025Q2: 45,272 shares; 2025Q3: 45,585 shares; 2025Q4: 46,385 shares; 2026Q1: 46,028 shares; 2026Q2: 46,255 shares 46,255 $16.3M 1.24% +227 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: 183,410 shares; 2024Q4: 181,485 shares; 2025Q1: 179,069 shares; 2025Q2: 352,902 shares; 2025Q3: 340,702 shares; 2025Q4: 340,817 shares; 2026Q1: 332,168 shares; 2026Q2: 327,389 shares 327,389 $15.7M 1.19% -4,779 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,796 shares; 2024Q4: 212,131 shares; 2025Q1: 210,480 shares; 2025Q2: 208,036 shares; 2025Q3: 208,001 shares; 2025Q4: 211,047 shares; 2026Q1: 206,933 shares; 2026Q2: 203,669 shares 203,669 $15.1M 1.15% -3,264 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: 94,752 shares; 2024Q4: 95,717 shares; 2025Q1: 94,834 shares; 2025Q2: 93,222 shares; 2025Q3: 92,723 shares; 2025Q4: 94,250 shares; 2026Q1: 92,750 shares; 2026Q2: 90,960 shares 90,960 $15.1M 1.14% -1,790 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: 326,916 shares; 2024Q4: 330,217 shares; 2025Q1: 325,464 shares; 2025Q2: 324,774 shares; 2025Q3: 322,683 shares; 2025Q4: 325,410 shares; 2026Q1: 320,925 shares; 2026Q2: 315,499 shares 315,499 $15M 1.14% -5,426 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: 69,547 shares; 2024Q4: 69,298 shares; 2025Q1: 67,797 shares; 2025Q2: 66,688 shares; 2025Q3: 65,861 shares; 2025Q4: 66,028 shares; 2026Q1: 65,379 shares; 2026Q2: 64,583 shares 64,583 $14.4M 1.09% -796 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: 95,982 shares; 2024Q4: 95,070 shares; 2025Q1: 94,749 shares; 2025Q2: 94,334 shares; 2025Q3: 93,699 shares; 2025Q4: 93,911 shares; 2026Q1: 98,070 shares; 2026Q2: 98,154 shares 98,154 $14.4M 1.09% +84 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: 224,489 shares; 2024Q4: 224,832 shares; 2025Q1: 224,714 shares; 2025Q2: 226,588 shares; 2025Q3: 225,158 shares; 2025Q4: 228,431 shares; 2026Q1: 224,311 shares; 2026Q2: 223,491 shares 223,491 $13.5M 1.02% -820 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: 30,729 shares; 2024Q4: 29,966 shares; 2025Q1: 29,227 shares; 2025Q2: 60,300 shares; 2025Q3: 60,332 shares; 2025Q4: 64,395 shares; 2026Q1: 69,187 shares; 2026Q2: 68,464 shares 68,464 $12.4M 0.94% -723 Timeline XLB 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: 117,025 shares; 2024Q4: 118,145 shares; 2025Q1: 118,142 shares; 2025Q2: 118,450 shares; 2025Q3: 118,054 shares; 2025Q4: 242,466 shares; 2026Q1: 242,214 shares; 2026Q2: 239,993 shares 239,993 $12.2M 0.92% -2,221 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: 12,526 shares; 2024Q4: 12,620 shares; 2025Q1: 12,505 shares; 2025Q2: 13,004 shares; 2025Q3: 12,870 shares; 2025Q4: 13,080 shares; 2026Q1: 12,931 shares; 2026Q2: 12,959 shares 12,959 $12.1M 0.92% +28 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: 8,170 shares; 2024Q4: 8,358 shares; 2025Q1: 8,488 shares; 2025Q2: 128,384 shares; 2025Q3: 127,645 shares; 2025Q4: 129,849 shares; 2026Q1: 129,841 shares; 2026Q2: 129,403 shares 129,403 $11.9M 0.9% -438 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: 63,029 shares; 2024Q4: 61,387 shares; 2025Q1: 59,443 shares; 2025Q2: 55,775 shares; 2025Q3: 54,804 shares; 2025Q4: 54,991 shares; 2026Q1: 53,683 shares; 2026Q2: 53,128 shares 53,128 $11.9M 0.9% -555 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: 119,397 shares; 2024Q4: 121,856 shares; 2025Q1: 123,531 shares; 2025Q2: 122,074 shares; 2025Q3: 119,124 shares; 2025Q4: 123,773 shares; 2026Q1: 122,518 shares; 2026Q2: 125,717 shares 125,717 $11.4M 0.86% +3,199 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: 84,565 shares; 2024Q4: 84,437 shares; 2025Q1: 83,706 shares; 2025Q2: 86,652 shares; 2025Q3: 86,045 shares; 2025Q4: 85,618 shares; 2026Q1: 84,829 shares; 2026Q2: 84,192 shares 84,192 $11.4M 0.86% -637 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,829 shares; 2024Q4: 122,232 shares; 2025Q1: 123,409 shares; 2025Q2: 123,918 shares; 2025Q3: 123,546 shares; 2025Q4: 252,658 shares; 2026Q1: 250,797 shares; 2026Q2: 251,034 shares 251,034 $11.4M 0.86% +237 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: 95,702 shares; 2024Q4: 96,910 shares; 2025Q1: 97,140 shares; 2025Q2: 97,004 shares; 2025Q3: 103,375 shares; 2025Q4: 103,571 shares; 2026Q1: 104,883 shares; 2026Q2: 105,736 shares 105,736 $10.2M 0.77% +853 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,617 shares; 2024Q4: 20,679 shares; 2025Q1: 20,545 shares; 2025Q2: 20,473 shares; 2025Q3: 20,252 shares; 2025Q4: 20,403 shares; 2026Q1: 19,895 shares; 2026Q2: 19,705 shares 19,705 $10M 0.76% -190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 261,318 shares 261,318 $9.15M 0.69% new Timeline XLV 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: 43,061 shares; 2024Q4: 43,149 shares; 2025Q1: 44,213 shares; 2025Q2: 47,631 shares; 2025Q3: 51,562 shares; 2025Q4: 56,624 shares; 2026Q1: 55,437 shares; 2026Q2: 55,859 shares 55,859 $8.86M 0.67% +422 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: 60,329 shares; 2024Q4: 59,978 shares; 2025Q1: 58,112 shares; 2025Q2: 58,012 shares; 2025Q3: 58,376 shares; 2025Q4: 58,183 shares; 2026Q1: 56,363 shares; 2026Q2: 54,884 shares 54,884 $7.05M 0.53% -1,479 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,315 shares; 2024Q4: 120,832 shares; 2025Q1: 119,650 shares; 2025Q2: 119,205 shares; 2025Q3: 120,698 shares; 2025Q4: 125,648 shares; 2026Q1: 125,316 shares; 2026Q2: 131,493 shares 131,493 $7.05M 0.53% +6,177 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,649 shares; 2024Q4: 104,825 shares; 2025Q1: 102,479 shares; 2025Q2: 103,278 shares; 2025Q3: 103,115 shares; 2025Q4: 102,240 shares; 2026Q1: 110,366 shares; 2026Q2: 111,222 shares 111,222 $6.89M 0.52% +856 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,102 shares; 2024Q4: 63,844 shares; 2025Q1: 62,437 shares; 2025Q2: 60,858 shares; 2025Q3: 63,652 shares; 2025Q4: 63,311 shares; 2026Q1: 61,011 shares; 2026Q2: 60,737 shares 60,737 $6.7M 0.51% -274 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: 33,455 shares; 2024Q4: 32,759 shares; 2025Q1: 32,578 shares; 2025Q2: 32,246 shares; 2025Q3: 31,744 shares; 2025Q4: 31,078 shares; 2026Q1: 30,399 shares; 2026Q2: 29,919 shares 29,919 $6.6M 0.5% -480 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,186 shares 16,186 $6.32M 0.48% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: 1,495 shares; 2025Q1: 1,995 shares; 2025Q2: 1,995 shares; 2025Q3: 1,995 shares; 2025Q4: 1,995 shares; 2026Q1: 53,060 shares; 2026Q2: 53,257 shares 53,257 $6.27M 0.47% +197 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: 21,610 shares; 2024Q4: 21,557 shares; 2025Q1: 21,077 shares; 2025Q2: 21,265 shares; 2025Q3: 21,350 shares; 2025Q4: 21,197 shares; 2026Q1: 20,146 shares; 2026Q2: 19,934 shares 19,934 $5.99M 0.45% -212 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,016 shares; 2024Q4: 58,501 shares; 2025Q1: 58,346 shares; 2025Q2: 57,701 shares; 2025Q3: 57,721 shares; 2025Q4: 56,940 shares; 2026Q1: 56,499 shares; 2026Q2: 57,087 shares 57,087 $5.45M 0.41% +588 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,697 shares; 2024Q4: 31,324 shares; 2025Q1: 31,468 shares; 2025Q2: 31,529 shares; 2025Q3: 31,178 shares; 2025Q4: 31,125 shares; 2026Q1: 29,803 shares; 2026Q2: 28,768 shares 28,768 $5.33M 0.4% -1,035 Timeline XLY 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: 22,658 shares; 2024Q4: 22,432 shares; 2025Q1: 22,183 shares; 2025Q2: 22,416 shares; 2025Q3: 22,724 shares; 2025Q4: 46,688 shares; 2026Q1: 45,238 shares; 2026Q2: 44,596 shares 44,596 $5.23M 0.4% -642 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,864 shares; 2024Q4: 8,827 shares; 2025Q1: 8,719 shares; 2025Q2: 9,805 shares; 2025Q3: 11,459 shares; 2025Q4: 11,616 shares; 2026Q1: 10,336 shares; 2026Q2: 10,209 shares 10,209 $5.11M 0.39% -127 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: 21,156 shares; 2024Q4: 18,740 shares; 2025Q1: 18,671 shares; 2025Q2: 19,330 shares; 2025Q3: 18,403 shares; 2025Q4: 16,734 shares; 2026Q1: 16,299 shares; 2026Q2: 15,947 shares 15,947 $5.02M 0.38% -352 Timeline VONG 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: 26,614 shares; 2024Q4: 26,614 shares; 2025Q1: 26,559 shares; 2025Q2: 26,539 shares; 2025Q3: 27,657 shares; 2025Q4: 36,408 shares; 2026Q1: 36,198 shares; 2026Q2: 38,189 shares 38,189 $4.88M 0.37% +1,991 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,108 shares; 2024Q4: 53,622 shares; 2025Q1: 55,099 shares; 2025Q2: 54,119 shares; 2025Q3: 55,706 shares; 2025Q4: 56,907 shares; 2026Q1: 56,727 shares; 2026Q2: 54,659 shares 54,659 $4.79M 0.36% -2,068 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: 35,928 shares; 2024Q4: 36,000 shares; 2025Q1: 36,278 shares; 2025Q2: 36,496 shares; 2025Q3: 36,982 shares; 2025Q4: 37,081 shares; 2026Q1: 36,379 shares; 2026Q2: 36,306 shares 36,306 $4.11M 0.31% -73 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: 14,935 shares; 2024Q4: 14,685 shares; 2025Q1: 14,642 shares; 2025Q2: 14,550 shares; 2025Q3: 14,811 shares; 2025Q4: 15,019 shares; 2026Q1: 14,984 shares; 2026Q2: 15,025 shares 15,025 $4.06M 0.31% +41 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: 5,988 shares; 2024Q4: 5,988 shares; 2025Q1: 5,988 shares; 2025Q2: 5,988 shares; 2025Q3: 5,988 shares; 2025Q4: 5,828 shares; 2026Q1: 5,828 shares; 2026Q2: 5,588 shares 5,588 $4.04M 0.31% -240 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: 27,456 shares; 2024Q4: 23,721 shares; 2025Q1: 26,621 shares; 2025Q2: 26,669 shares; 2025Q3: 28,084 shares; 2025Q4: 28,559 shares; 2026Q1: 26,624 shares; 2026Q2: 27,297 shares 27,297 $3.73M 0.28% +673 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: 46,600 shares; 2024Q4: 45,710 shares; 2025Q1: 45,010 shares; 2025Q2: 45,105 shares; 2025Q3: 45,418 shares; 2025Q4: 46,001 shares; 2026Q1: 45,445 shares; 2026Q2: 45,912 shares 45,912 $3.73M 0.28% +467 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,830 shares; 2024Q4: 30,722 shares; 2025Q1: 31,316 shares; 2025Q2: 31,582 shares; 2025Q3: 30,783 shares; 2025Q4: 29,753 shares; 2026Q1: 29,051 shares; 2026Q2: 29,120 shares 29,120 $3.62M 0.27% +69 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: 25,786 shares; 2024Q4: 25,111 shares; 2025Q1: 25,071 shares; 2025Q2: 31,229 shares; 2025Q3: 31,115 shares; 2025Q4: 30,985 shares; 2026Q1: 24,242 shares; 2026Q2: 24,113 shares 24,113 $3.53M 0.27% -129 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: 48,971 shares; 2024Q4: 47,795 shares; 2025Q1: 46,633 shares; 2025Q2: 43,831 shares; 2025Q3: 49,329 shares; 2025Q4: 51,645 shares; 2026Q1: 48,135 shares; 2026Q2: 47,161 shares 47,161 $3.39M 0.26% -974 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,717 shares; 2024Q4: 113,717 shares; 2025Q1: 112,780 shares; 2025Q2: 111,633 shares; 2025Q3: 139,645 shares; 2025Q4: 141,520 shares; 2026Q1: 124,520 shares; 2026Q2: 124,520 shares 124,520 $3.32M 0.25% 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: 2,918 shares; 2024Q4: 3,473 shares; 2025Q1: 4,096 shares; 2025Q2: 4,379 shares; 2025Q3: 4,406 shares; 2025Q4: 4,511 shares; 2026Q1: 4,417 shares; 2026Q2: 4,644 shares 4,644 $3.19M 0.24% +227 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: 61,339 shares; 2024Q4: 62,063 shares; 2025Q1: 60,163 shares; 2025Q2: 48,574 shares; 2025Q3: 48,852 shares; 2025Q4: 48,351 shares; 2026Q1: 44,616 shares; 2026Q2: 41,820 shares 41,820 $2.86M 0.22% -2,796 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: 2,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares; 2026Q2: 2,397 shares 2,397 $2.77M 0.21% +522 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,882 shares; 2024Q4: 31,243 shares; 2025Q1: 31,115 shares; 2025Q2: 32,030 shares; 2025Q3: 32,669 shares; 2025Q4: 33,565 shares; 2026Q1: 33,561 shares; 2026Q2: 33,103 shares 33,103 $2.75M 0.21% -458 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: 10,096 shares; 2024Q4: 9,229 shares; 2025Q1: 12,068 shares; 2025Q2: 12,229 shares; 2025Q3: 13,242 shares; 2025Q4: 13,302 shares; 2026Q1: 10,273 shares; 2026Q2: 10,111 shares 10,111 $2.54M 0.19% -162 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: 6,745 shares; 2024Q4: 6,636 shares; 2025Q1: 6,639 shares; 2025Q2: 6,527 shares; 2025Q3: 6,775 shares; 2025Q4: 6,988 shares; 2026Q1: 7,077 shares; 2026Q2: 7,067 shares 7,067 $2.53M 0.19% -10 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,899 shares; 2024Q4: 21,856 shares; 2025Q1: 21,912 shares; 2025Q2: 22,387 shares; 2025Q3: 22,824 shares; 2025Q4: 46,600 shares; 2026Q1: 46,512 shares; 2026Q2: 44,514 shares 44,514 $2.36M 0.18% -1,998 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,182 shares; 2024Q4: 10,147 shares; 2025Q1: 9,586 shares; 2025Q2: 9,339 shares; 2025Q3: 9,304 shares; 2025Q4: 9,269 shares; 2026Q1: 9,107 shares; 2026Q2: 8,868 shares 8,868 $2.31M 0.18% -239 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,469 shares; 2024Q4: 4,379 shares; 2025Q1: 4,379 shares; 2025Q2: 4,379 shares; 2025Q3: 4,379 shares; 2025Q4: 4,379 shares; 2026Q1: 4,379 shares; 2026Q2: 17,516 shares 17,516 $2.17M 0.16% +13,137 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: 3,288 shares; 2024Q4: 3,282 shares; 2025Q1: 2,974 shares; 2025Q2: 2,957 shares; 2025Q3: 3,218 shares; 2025Q4: 2,884 shares; 2026Q1: 3,012 shares; 2026Q2: 2,868 shares 2,868 $2.15M 0.16% -144 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: 13,942 shares; 2024Q4: 13,644 shares; 2025Q1: 13,390 shares; 2025Q2: 11,612 shares; 2025Q3: 11,861 shares; 2025Q4: 11,652 shares; 2026Q1: 11,021 shares; 2026Q2: 11,156 shares 11,156 $2.12M 0.16% +135 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,973 shares; 2025Q1: 2,019 shares; 2025Q2: 2,025 shares; 2025Q3: 1,515 shares; 2025Q4: 1,771 shares; 2026Q1: 1,741 shares; 2026Q2: 1,745 shares 1,745 $1.86M 0.14% +4 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: 47,279 shares; 2024Q4: 46,124 shares; 2025Q1: 44,887 shares; 2025Q2: 43,676 shares; 2025Q3: 44,142 shares; 2025Q4: 44,729 shares; 2026Q1: 44,253 shares; 2026Q2: 43,545 shares 43,545 $1.84M 0.14% -708 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: 33,566 shares; 2024Q4: 32,819 shares; 2025Q1: 31,248 shares; 2025Q2: 30,014 shares; 2025Q3: 29,611 shares; 2025Q4: 29,333 shares; 2026Q1: 32,311 shares; 2026Q2: 31,293 shares 31,293 $1.81M 0.14% -1,018 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,112 shares; 2024Q4: 10,227 shares; 2025Q1: 10,547 shares; 2025Q2: 11,919 shares; 2025Q3: 11,638 shares; 2025Q4: 11,538 shares; 2026Q1: 16,446 shares; 2026Q2: 16,458 shares 16,458 $1.77M 0.13% +12 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,965 shares; 2024Q4: 4,034 shares; 2025Q1: 3,874 shares; 2025Q2: 3,997 shares; 2025Q3: 4,579 shares; 2025Q4: 4,927 shares; 2026Q1: 4,778 shares; 2026Q2: 4,963 shares 4,963 $1.75M 0.13% +185 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,746 shares; 2024Q4: 11,746 shares; 2025Q1: 11,746 shares; 2025Q2: 11,746 shares; 2025Q3: 11,596 shares; 2025Q4: 11,596 shares; 2026Q1: 11,596 shares; 2026Q2: 11,596 shares 11,596 $1.7M 0.13% 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: 5,303 shares; 2024Q4: 5,187 shares; 2025Q1: 7,622 shares; 2025Q2: 6,682 shares; 2025Q3: 6,729 shares; 2025Q4: 6,704 shares; 2026Q1: 6,321 shares; 2026Q2: 6,226 shares 6,226 $1.69M 0.13% -95 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: 11,796 shares; 2024Q4: 11,796 shares; 2025Q1: 11,796 shares; 2025Q2: 11,796 shares; 2025Q3: 11,796 shares; 2025Q4: 11,796 shares; 2026Q1: 11,796 shares; 2026Q2: 11,583 shares 11,583 $1.59M 0.12% -213 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.11% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,760 shares; 2024Q4: 4,760 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,760 shares; 2025Q4: 4,715 shares; 2026Q1: 4,682 shares; 2026Q2: 4,682 shares 4,682 $1.47M 0.11% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,412 shares; 2025Q1: 3,955 shares; 2025Q2: 3,701 shares; 2025Q3: 3,701 shares; 2025Q4: 3,884 shares; 2026Q1: 2,309 shares; 2026Q2: 2,307 shares 2,307 $1.46M 0.11% -2 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: 10,901 shares; 2024Q4: 10,530 shares; 2025Q1: 10,484 shares; 2025Q2: 10,540 shares; 2025Q3: 10,505 shares; 2025Q4: 10,445 shares; 2026Q1: 9,555 shares; 2026Q2: 9,544 shares 9,544 $1.42M 0.11% -11 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,884 shares; 2024Q4: 13,884 shares; 2025Q1: 13,884 shares; 2025Q2: 13,884 shares; 2025Q3: 13,884 shares; 2025Q4: 13,884 shares; 2026Q1: 13,884 shares; 2026Q2: 13,884 shares 13,884 $1.33M 0.1% 0 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: 26,414 shares; 2024Q4: 25,439 shares; 2025Q1: 24,925 shares; 2025Q2: 23,316 shares; 2025Q3: 23,025 shares; 2025Q4: 22,619 shares; 2026Q1: 21,918 shares; 2026Q2: 21,651 shares 21,651 $1.25M 0.09% -267 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,250 shares; 2024Q4: 37,250 shares; 2025Q1: 37,250 shares; 2025Q2: 37,250 shares; 2025Q3: 45,400 shares; 2025Q4: 45,400 shares; 2026Q1: 45,400 shares; 2026Q2: 45,400 shares 45,400 $1.24M 0.09% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,821 shares; 2024Q4: 8,821 shares; 2025Q1: 8,768 shares; 2025Q2: 9,020 shares; 2025Q3: 10,424 shares; 2025Q4: 10,684 shares; 2026Q1: 10,524 shares; 2026Q2: 9,740 shares 9,740 $1.23M 0.09% -784 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,167 shares; 2024Q4: 9,063 shares; 2025Q1: 8,923 shares; 2025Q2: 8,923 shares; 2025Q3: 8,683 shares; 2025Q4: 8,683 shares; 2026Q1: 8,457 shares; 2026Q2: 8,403 shares 8,403 $1.22M 0.09% -54 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: 12,250 shares; 2024Q4: 12,245 shares; 2025Q1: 11,645 shares; 2025Q2: not reported; 2025Q3: 9,010 shares; 2025Q4: 9,610 shares; 2026Q1: 8,596 shares; 2026Q2: 8,586 shares 8,586 $1.2M 0.09% -10 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: 11,336 shares; 2024Q4: 11,336 shares; 2025Q1: 11,329 shares; 2025Q2: 11,329 shares; 2025Q3: 11,329 shares; 2025Q4: 11,329 shares; 2026Q1: 11,279 shares; 2026Q2: 12,025 shares 12,025 $1.19M 0.09% +746 Timeline RGCO RGC RES INC More: the full row for RGC RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,153 shares; 2024Q4: 50,153 shares; 2025Q1: 50,153 shares; 2025Q2: 49,853 shares; 2025Q3: 49,853 shares; 2025Q4: 49,253 shares; 2026Q1: 49,253 shares; 2026Q2: 49,253 shares 49,253 $1.18M 0.09% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 809 shares; 2025Q4: 1,077 shares; 2026Q1: 999 shares; 2026Q2: 1,136 shares 1,136 $1.15M 0.09% +137 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: 21,974 shares; 2024Q4: 21,974 shares; 2025Q1: 16,736 shares; 2025Q2: 16,602 shares; 2025Q3: 17,705 shares; 2025Q4: 16,758 shares; 2026Q1: 15,905 shares; 2026Q2: 15,905 shares 15,905 $1.13M 0.09% 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: 3,278 shares; 2024Q4: 3,278 shares; 2025Q1: 3,103 shares; 2025Q2: 4,580 shares; 2025Q3: 4,432 shares; 2025Q4: 4,296 shares; 2026Q1: 4,147 shares; 2026Q2: 4,103 shares 4,103 $1.11M 0.08% -44 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: 11,827 shares; 2024Q4: 11,661 shares; 2025Q1: 11,629 shares; 2025Q2: 11,490 shares; 2025Q3: 11,452 shares; 2025Q4: 11,442 shares; 2026Q1: 10,789 shares; 2026Q2: 10,618 shares 10,618 $1.1M 0.08% -171 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: 12,078 shares; 2024Q4: 12,453 shares; 2025Q1: 11,788 shares; 2025Q2: 11,493 shares; 2025Q3: 11,428 shares; 2025Q4: 11,198 shares; 2026Q1: 12,483 shares; 2026Q2: 13,631 shares 13,631 $1.05M 0.08% +1,148 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,149 shares; 2024Q4: 21,149 shares; 2025Q1: 19,374 shares; 2025Q2: 19,329 shares; 2025Q3: 18,504 shares; 2025Q4: 17,664 shares; 2026Q1: 15,409 shares; 2026Q2: 15,409 shares 15,409 $1.04M 0.08% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 1,441 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,601 shares; 2026Q1: 3,661 shares; 2026Q2: 3,661 shares 3,661 $1.03M 0.08% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,247 shares; 2024Q4: 4,247 shares; 2025Q1: 4,185 shares; 2025Q2: 4,185 shares; 2025Q3: 4,185 shares; 2025Q4: 4,185 shares; 2026Q1: 4,086 shares; 2026Q2: 4,083 shares 4,083 $1.01M 0.08% -3 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,910 shares; 2025Q3: 6,810 shares; 2025Q4: 6,810 shares; 2026Q1: 6,810 shares; 2026Q2: 6,860 shares 6,860 $1M 0.08% +50 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 3,752 shares; 2025Q2: 3,892 shares; 2025Q3: 3,892 shares; 2025Q4: 3,967 shares; 2026Q1: 3,894 shares; 2026Q2: 3,864 shares 3,864 $988K 0.07% -30 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: 6,464 shares; 2024Q4: 6,424 shares; 2025Q1: 6,497 shares; 2025Q2: 6,424 shares; 2025Q3: 6,424 shares; 2025Q4: 6,394 shares; 2026Q1: 5,833 shares; 2026Q2: 5,976 shares 5,976 $968K 0.07% +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: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,376 shares; 2025Q2: 3,060 shares; 2025Q3: 2,949 shares; 2025Q4: 2,864 shares; 2026Q1: 2,766 shares; 2026Q2: 2,821 shares 2,821 $954K 0.07% +55 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: 2,944 shares; 2024Q4: 2,944 shares; 2025Q1: 2,944 shares; 2025Q2: 3,502 shares; 2025Q3: 3,487 shares; 2025Q4: 4,182 shares; 2026Q1: 3,892 shares; 2026Q2: 4,027 shares 4,027 $953K 0.07% +135 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,102 shares; 2024Q4: 4,040 shares; 2025Q1: 3,909 shares; 2025Q2: 3,728 shares; 2025Q3: 3,676 shares; 2025Q4: 3,676 shares; 2026Q1: 3,520 shares; 2026Q2: 3,412 shares 3,412 $941K 0.07% -108 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,899 shares; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,899 shares; 2026Q1: 2,527 shares; 2026Q2: 2,527 shares 2,527 $936K 0.07% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,342 shares; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 1,342 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares; 2026Q1: 1,432 shares; 2026Q2: 1,957 shares 1,957 $935K 0.07% +525 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: 19,811 shares; 2024Q4: 19,091 shares; 2025Q1: 19,491 shares; 2025Q2: 18,821 shares; 2025Q3: 18,791 shares; 2025Q4: 18,954 shares; 2026Q1: 18,706 shares; 2026Q2: 18,679 shares 18,679 $931K 0.07% -27 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: 46,438 shares; 2024Q4: 44,898 shares; 2025Q1: 43,463 shares; 2025Q2: 42,648 shares; 2025Q3: 45,136 shares; 2025Q4: 44,486 shares; 2026Q1: 44,001 shares; 2026Q2: 44,129 shares 44,129 $913K 0.07% +128 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,824 shares; 2024Q4: 8,824 shares; 2025Q1: 8,824 shares; 2025Q2: 8,549 shares; 2025Q3: 7,689 shares; 2025Q4: 7,689 shares; 2026Q1: 7,689 shares; 2026Q2: 7,689 shares 7,689 $903K 0.07% 0 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: 3,110 shares; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,942 shares; 2025Q3: 2,894 shares; 2025Q4: 2,889 shares; 2026Q1: 2,864 shares; 2026Q2: 2,965 shares 2,965 $884K 0.07% +101 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: 20,636 shares; 2024Q4: 20,386 shares; 2025Q1: 16,086 shares; 2025Q2: 15,786 shares; 2025Q3: 12,536 shares; 2025Q4: 15,879 shares; 2026Q1: 14,609 shares; 2026Q2: 15,351 shares 15,351 $875K 0.07% +742 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,702 shares; 2024Q4: 4,702 shares; 2025Q1: 4,702 shares; 2025Q2: 4,702 shares; 2025Q3: 4,702 shares; 2025Q4: 4,702 shares; 2026Q1: 4,295 shares; 2026Q2: 4,295 shares 4,295 $817K 0.06% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,231 shares; 2025Q1: 1,231 shares; 2025Q2: 1,229 shares; 2025Q3: 1,246 shares; 2025Q4: 1,332 shares; 2026Q1: 953 shares; 2026Q2: 1,087 shares 1,087 $800K 0.06% +134 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,385 shares; 2024Q4: 2,385 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares; 2026Q1: 1,972 shares; 2026Q2: 1,972 shares 1,972 $784K 0.06% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,565 shares; 2024Q4: 6,545 shares; 2025Q1: 6,569 shares; 2025Q2: 6,736 shares; 2025Q3: 6,886 shares; 2025Q4: 7,071 shares; 2026Q1: 6,800 shares; 2026Q2: 5,640 shares 5,640 $772K 0.06% -1,160 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: 7,411 shares; 2024Q4: 7,441 shares; 2025Q1: 7,544 shares; 2025Q2: 7,367 shares; 2025Q3: 7,060 shares; 2025Q4: 7,060 shares; 2026Q1: 7,060 shares; 2026Q2: 7,127 shares 7,127 $766K 0.06% +67 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: 12,765 shares; 2024Q4: 12,765 shares; 2025Q1: 12,765 shares; 2025Q2: 12,765 shares; 2025Q3: 13,165 shares; 2025Q4: 13,415 shares; 2026Q1: 13,065 shares; 2026Q2: 13,342 shares 13,342 $723K 0.05% +277 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: 18,450 shares; 2024Q4: 18,450 shares; 2025Q1: 18,450 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares; 2025Q4: 18,700 shares; 2026Q1: 18,700 shares; 2026Q2: 19,500 shares 19,500 $717K 0.05% +800 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: 34,098 shares; 2024Q4: 33,980 shares; 2025Q1: 32,184 shares; 2025Q2: 31,384 shares; 2025Q3: 31,355 shares; 2025Q4: 31,945 shares; 2026Q1: 31,585 shares; 2026Q2: 29,433 shares 29,433 $709K 0.05% -2,152 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,160 shares; 2024Q4: 225,717 shares; 2025Q1: 228,314 shares; 2025Q2: 15,404 shares; 2025Q3: 13,403 shares; 2025Q4: 12,801 shares; 2026Q1: 8,320 shares; 2026Q2: 7,620 shares 7,620 $695K 0.05% -700 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: 10,047 shares; 2024Q4: 7,597 shares; 2025Q1: 7,548 shares; 2025Q2: 7,477 shares; 2025Q3: 7,369 shares; 2025Q4: 7,369 shares; 2026Q1: 7,184 shares; 2026Q2: 7,890 shares 7,890 $693K 0.05% +706 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: 2,282 shares; 2024Q4: 2,294 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,163 shares; 2025Q4: 2,198 shares; 2026Q1: 2,207 shares; 2026Q2: 1,602 shares 1,602 $683K 0.05% -605 Timeline GARP 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: 8,224 shares 8,224 $679K 0.05% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,130 shares; 2026Q2: 1,645 shares 1,645 $653K 0.05% +515 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,293 shares; 2024Q4: 6,253 shares; 2025Q1: 6,213 shares; 2025Q2: 6,213 shares; 2025Q3: 5,918 shares; 2025Q4: 5,775 shares; 2026Q1: 5,770 shares; 2026Q2: 5,770 shares 5,770 $633K 0.05% 0 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: 6,288 shares; 2024Q4: 6,288 shares; 2025Q1: 6,424 shares; 2025Q2: 6,268 shares; 2025Q3: 6,468 shares; 2025Q4: 6,468 shares; 2026Q1: 6,555 shares; 2026Q2: 6,411 shares 6,411 $614K 0.05% -144 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: 2,713 shares; 2024Q4: 2,713 shares; 2025Q1: 2,713 shares; 2025Q2: 2,713 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares; 2026Q1: 2,638 shares; 2026Q2: 2,638 shares 2,638 $599K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,775 shares; 2026Q2: 5,775 shares 5,775 $597K 0.05% 0 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: 7,962 shares; 2024Q4: 7,962 shares; 2025Q1: 6,818 shares; 2025Q2: 6,417 shares; 2025Q3: 7,017 shares; 2025Q4: 7,017 shares; 2026Q1: 6,489 shares; 2026Q2: 6,464 shares 6,464 $593K 0.04% -25 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: 365 shares; 2024Q4: 365 shares; 2025Q1: 355 shares; 2025Q2: 526 shares; 2025Q3: 697 shares; 2025Q4: 1,002 shares; 2026Q1: 961 shares; 2026Q2: 1,033 shares 1,033 $582K 0.04% +72 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 989 shares; 2025Q1: 1,089 shares; 2025Q2: 1,129 shares; 2025Q3: 1,228 shares; 2025Q4: 1,328 shares; 2026Q1: 1,382 shares; 2026Q2: 1,382 shares 1,382 $581K 0.04% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 565 shares; 2026Q1: 654 shares; 2026Q2: 754 shares 754 $575K 0.04% +100 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: 9,030 shares; 2024Q4: 9,030 shares; 2025Q1: 9,030 shares; 2025Q2: 9,030 shares; 2025Q3: 9,030 shares; 2025Q4: 13,695 shares; 2026Q1: 13,695 shares; 2026Q2: 13,695 shares 13,695 $565K 0.04% 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: 3,435 shares; 2024Q4: 3,435 shares; 2025Q1: 3,435 shares; 2025Q2: 3,435 shares; 2025Q3: 3,435 shares; 2025Q4: 3,435 shares; 2026Q1: 3,435 shares; 2026Q2: 3,435 shares 3,435 $543K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,910 shares; 2024Q4: 9,629 shares; 2025Q1: 9,478 shares; 2025Q2: 8,188 shares; 2025Q3: 8,121 shares; 2025Q4: 7,935 shares; 2026Q1: 7,690 shares; 2026Q2: 7,391 shares 7,391 $542K 0.04% -299 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,451 shares; 2024Q4: 2,475 shares; 2025Q1: 2,449 shares; 2025Q2: 2,449 shares; 2025Q3: 2,449 shares; 2025Q4: 2,449 shares; 2026Q1: 2,396 shares; 2026Q2: 2,396 shares 2,396 $537K 0.04% 0 Timeline CFFI C & F FINL CORP More: the full row for C & F FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,515 shares; 2024Q4: 7,515 shares; 2025Q1: 7,515 shares; 2025Q2: 7,515 shares; 2025Q3: 7,515 shares; 2025Q4: 7,515 shares; 2026Q1: 6,625 shares; 2026Q2: 6,625 shares 6,625 $530K 0.04% 0 Timeline VT 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: 4,474 shares; 2024Q4: 4,474 shares; 2025Q1: 4,455 shares; 2025Q2: 4,110 shares; 2025Q3: 3,500 shares; 2025Q4: 3,482 shares; 2026Q1: 3,332 shares; 2026Q2: 3,332 shares 3,332 $523K 0.04% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,511 shares; 2024Q4: 10,511 shares; 2025Q1: 9,870 shares; 2025Q2: 9,835 shares; 2025Q3: 9,835 shares; 2025Q4: 10,035 shares; 2026Q1: 9,835 shares; 2026Q2: 9,835 shares 9,835 $520K 0.04% 0 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: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 2,079 shares; 2026Q2: 2,079 shares 2,079 $516K 0.04% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,313 shares; 2024Q4: 2,096 shares; 2025Q1: 1,886 shares; 2025Q2: 1,928 shares; 2025Q3: 1,928 shares; 2025Q4: 1,703 shares; 2026Q1: 3,462 shares; 2026Q2: 3,412 shares 3,412 $516K 0.04% -50 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,806 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 3,352 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares; 2026Q1: 2,892 shares; 2026Q2: 2,567 shares 2,567 $515K 0.04% -325 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: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 981 shares; 2026Q2: 5,940 shares 5,940 $512K 0.04% +4,959 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: 4,914 shares; 2024Q4: 4,914 shares; 2025Q1: 4,529 shares; 2025Q2: not reported; 2025Q3: 5,440 shares; 2025Q4: 5,430 shares; 2026Q1: 7,727 shares; 2026Q2: 7,911 shares 7,911 $472K 0.04% +184 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,825 shares; 2025Q2: 3,072 shares; 2025Q3: 6,472 shares; 2025Q4: 6,072 shares; 2026Q1: 5,947 shares; 2026Q2: 6,018 shares 6,018 $467K 0.04% +71 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 913 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 788 shares; 2026Q1: 788 shares; 2026Q2: 898 shares 898 $466K 0.04% +110 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,871 shares 2,871 $464K 0.04% new 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: 3,237 shares; 2024Q4: 3,237 shares; 2025Q1: 3,222 shares; 2025Q2: 3,527 shares; 2025Q3: 3,482 shares; 2025Q4: 3,437 shares; 2026Q1: 3,237 shares; 2026Q2: 3,237 shares 3,237 $463K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 789 shares; 2025Q3: 901 shares; 2025Q4: 876 shares; 2026Q1: 876 shares; 2026Q2: 876 shares 876 $450K 0.03% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,886 shares; 2025Q4: 5,191 shares; 2026Q1: 5,480 shares; 2026Q2: 5,420 shares 5,420 $449K 0.03% -60 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,109 shares 7,109 $442K 0.03% new Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,783 shares; 2024Q4: 5,783 shares; 2025Q1: 5,783 shares; 2025Q2: 5,783 shares; 2025Q3: 5,783 shares; 2025Q4: 5,783 shares; 2026Q1: 5,783 shares; 2026Q2: 5,783 shares 5,783 $423K 0.03% 0 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: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,961 shares; 2025Q2: 4,636 shares; 2025Q3: 8,092 shares; 2025Q4: 5,636 shares; 2026Q1: 5,486 shares; 2026Q2: 5,486 shares 5,486 $403K 0.03% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares; 2026Q2: 1,066 shares 1,066 $390K 0.03% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR 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: 7,485 shares; 2026Q1: 7,485 shares; 2026Q2: 7,485 shares 7,485 $386K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 648 shares 648 $376K 0.03% new 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 693 shares; 2026Q2: 693 shares 693 $365K 0.03% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 1,575 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares; 2026Q2: 1,570 shares 1,570 $360K 0.03% 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: 1,595 shares 1,595 $357K 0.03% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,155 shares; 2025Q3: 11,379 shares; 2025Q4: 10,914 shares; 2026Q1: 10,200 shares; 2026Q2: 10,058 shares 10,058 $353K 0.03% -142 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390 shares; 2024Q4: 2,647 shares; 2025Q1: 2,647 shares; 2025Q2: 2,810 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,386 shares; 2026Q2: 3,386 shares 3,386 $352K 0.03% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,114 shares; 2024Q4: 7,114 shares; 2025Q1: 7,114 shares; 2025Q2: 7,114 shares; 2025Q3: 7,114 shares; 2025Q4: 7,114 shares; 2026Q1: 7,114 shares; 2026Q2: 7,114 shares 7,114 $346K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,266 shares; 2024Q4: 3,766 shares; 2025Q1: 3,725 shares; 2025Q2: 3,825 shares; 2025Q3: 3,671 shares; 2025Q4: 4,061 shares; 2026Q1: 3,441 shares; 2026Q2: 3,441 shares 3,441 $338K 0.03% 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: 3,405 shares; 2026Q2: 3,327 shares 3,327 $336K 0.03% -78 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,825 shares; 2024Q4: 12,325 shares; 2025Q1: 12,325 shares; 2025Q2: 12,325 shares; 2025Q3: 11,025 shares; 2025Q4: 11,025 shares; 2026Q1: 11,025 shares; 2026Q2: 11,025 shares 11,025 $333K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,584 shares; 2024Q4: 5,584 shares; 2025Q1: 5,584 shares; 2025Q2: 4,349 shares; 2025Q3: 4,395 shares; 2025Q4: 4,823 shares; 2026Q1: 3,409 shares; 2026Q2: 3,409 shares 3,409 $328K 0.02% 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: 1,632 shares; 2024Q4: not reported; 2025Q1: 1,632 shares; 2025Q2: not reported; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares; 2026Q1: 1,871 shares; 2026Q2: 1,871 shares 1,871 $316K 0.02% 0 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $304K 0.02% 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: not reported; 2024Q4: 3,476 shares; 2025Q1: 3,476 shares; 2025Q2: 3,776 shares; 2025Q3: 4,076 shares; 2025Q4: 4,276 shares; 2026Q1: 3,601 shares; 2026Q2: 3,665 shares 3,665 $303K 0.02% +64 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,519 shares; 2025Q3: 15,433 shares; 2025Q4: 15,240 shares; 2026Q1: 14,245 shares; 2026Q2: 13,300 shares 13,300 $296K 0.02% -945 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,888 shares; 2025Q2: 4,888 shares; 2025Q3: 6,329 shares; 2025Q4: 6,329 shares; 2026Q1: 6,329 shares; 2026Q2: 6,338 shares 6,338 $295K 0.02% +9 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,622 shares; 2024Q4: 7,551 shares; 2025Q1: 7,534 shares; 2025Q2: 7,622 shares; 2025Q3: 7,569 shares; 2025Q4: 7,469 shares; 2026Q1: 6,713 shares; 2026Q2: 6,813 shares 6,813 $280K 0.02% +100 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: 918 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 1,017 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: 1,277 shares; 2026Q2: 1,273 shares 1,273 $278K 0.02% -4 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: 1,851 shares; 2024Q4: 1,851 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,851 shares; 2025Q4: 1,806 shares; 2026Q1: 1,863 shares; 2026Q2: 1,458 shares 1,458 $278K 0.02% -405 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,114 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares; 2026Q2: 1,270 shares 1,270 $277K 0.02% +156 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,056 shares; 2024Q4: 5,856 shares; 2025Q1: 5,856 shares; 2025Q2: 5,957 shares; 2025Q3: 3,157 shares; 2025Q4: 3,290 shares; 2026Q1: 3,290 shares; 2026Q2: 3,157 shares 3,157 $274K 0.02% -133 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares 1,525 $268K 0.02% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,970 shares; 2025Q3: 4,651 shares; 2025Q4: 4,413 shares; 2026Q1: 4,265 shares; 2026Q2: 3,962 shares 3,962 $267K 0.02% -303 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 876 shares 876 $262K 0.02% +76 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,518 shares; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,343 shares; 2026Q1: 1,213 shares; 2026Q2: 1,113 shares 1,113 $256K 0.02% -100 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,696 shares; 2024Q4: 4,645 shares; 2025Q1: 4,542 shares; 2025Q2: 3,990 shares; 2025Q3: 3,939 shares; 2025Q4: 3,825 shares; 2026Q1: 3,713 shares; 2026Q2: 3,560 shares 3,560 $255K 0.02% -153 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $254K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,046 shares; 2026Q1: 1,356 shares; 2026Q2: 1,156 shares 1,156 $250K 0.02% -200 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,510 shares; 2025Q3: 10,510 shares; 2025Q4: 10,510 shares; 2026Q1: 10,510 shares; 2026Q2: 10,510 shares 10,510 $249K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,028 shares; 2024Q4: 2,968 shares; 2025Q1: 2,968 shares; 2025Q2: 3,068 shares; 2025Q3: 2,768 shares; 2025Q4: 2,973 shares; 2026Q1: 2,973 shares; 2026Q2: 2,973 shares 2,973 $248K 0.02% 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: 1,872 shares; 2024Q4: 9,360 shares; 2025Q1: 9,260 shares; 2025Q2: 8,975 shares; 2025Q3: 8,975 shares; 2025Q4: 7,995 shares; 2026Q1: 7,855 shares; 2026Q2: 7,855 shares 7,855 $248K 0.02% 0 Timeline IWC 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: 1,232 shares 1,232 $246K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares; 2026Q2: 1,537 shares 1,537 $246K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,222 shares; 2025Q4: 2,502 shares; 2026Q1: 2,582 shares; 2026Q2: 1,751 shares 1,751 $245K 0.02% -831 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,024 shares; 2026Q1: 3,144 shares; 2026Q2: 3,144 shares 3,144 $242K 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & 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: 4,780 shares; 2026Q2: 4,780 shares 4,780 $241K 0.02% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 1,470 shares 1,470 $240K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,267 shares; 2025Q4: 2,167 shares; 2026Q1: 2,167 shares; 2026Q2: 2,167 shares 2,167 $240K 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 330 shares 330 $238K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,314 shares 2,314 $236K 0.02% new Timeline IWS 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: 1,449 shares; 2025Q4: 1,449 shares; 2026Q1: 1,449 shares; 2026Q2: 1,434 shares 1,434 $236K 0.02% -15 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330 shares 330 $235K 0.02% new 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: 719 shares; 2024Q4: 719 shares; 2025Q1: not reported; 2025Q2: 677 shares; 2025Q3: 663 shares; 2025Q4: 652 shares; 2026Q1: 631 shares; 2026Q2: 631 shares 631 $233K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,116 shares 1,116 $233K 0.02% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,180 shares; 2026Q2: 3,180 shares 3,180 $232K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,688 shares 1,688 $231K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 492 shares; 2026Q1: 696 shares; 2026Q2: 696 shares 696 $230K 0.02% 0 Timeline IWP 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: 1,637 shares; 2025Q4: 1,637 shares; 2026Q1: 1,637 shares; 2026Q2: 1,564 shares 1,564 $229K 0.02% -73 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: 5,530 shares; 2024Q4: 5,530 shares; 2025Q1: 5,530 shares; 2025Q2: 4,530 shares; 2025Q3: 4,355 shares; 2025Q4: 3,431 shares; 2026Q1: 3,410 shares; 2026Q2: 2,770 shares 2,770 $229K 0.02% -640 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,651 shares; 2026Q1: 1,651 shares; 2026Q2: 1,651 shares 1,651 $223K 0.02% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $221K 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,806 shares; 2024Q4: 1,631 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,577 shares; 2025Q4: 1,132 shares; 2026Q1: not reported; 2026Q2: 1,036 shares 1,036 $221K 0.02% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares; 2026Q2: 2,275 shares 2,275 $219K 0.02% 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: 1,747 shares; 2024Q4: 1,747 shares; 2025Q1: 1,727 shares; 2025Q2: 1,692 shares; 2025Q3: 1,692 shares; 2025Q4: 1,672 shares; 2026Q1: 1,533 shares; 2026Q2: 1,391 shares 1,391 $217K 0.02% -142 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 890 shares 890 $216K 0.02% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: not reported; 2026Q2: 2,375 shares 2,375 $215K 0.02% new Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $206K 0.02% new Timeline IWY 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: 694 shares 694 $202K 0.02% new Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,589 shares; 2024Q4: 5,589 shares; 2025Q1: 8,831 shares; 2025Q2: 8,831 shares; 2025Q3: 8,375 shares; 2025Q4: 8,375 shares; 2026Q1: not reported; 2026Q2: 5,025 shares 5,025 $201K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC 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: 1,793 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,710 shares 1,710 $200K 0.02% new Timeline