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: 37,668 shares; 2024Q4: 37,676 shares; 2025Q1: 38,436 shares; 2025Q2: 38,217 shares; 2025Q3: 38,278 shares; 2025Q4: 38,097 shares; 2026Q1: 38,276 shares; 2026Q2: 38,811 shares 38,811 $14.4M 7.72% +535 Timeline VEU 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: 108,533 shares; 2024Q4: 110,990 shares; 2025Q1: 117,557 shares; 2025Q2: 118,291 shares; 2025Q3: 118,710 shares; 2025Q4: 118,070 shares; 2026Q1: 118,749 shares; 2026Q2: 110,683 shares 110,683 $9.27M 4.98% -8,066 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: 8,708 shares; 2024Q4: 8,740 shares; 2025Q1: 9,125 shares; 2025Q2: 9,378 shares; 2025Q3: 9,446 shares; 2025Q4: 9,456 shares; 2026Q1: 9,595 shares; 2026Q2: 8,799 shares 8,799 $6.19M 3.33% -796 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: 19,035 shares; 2024Q4: 18,918 shares; 2025Q1: 19,580 shares; 2025Q2: 19,675 shares; 2025Q3: 19,754 shares; 2025Q4: 19,768 shares; 2026Q1: 19,962 shares; 2026Q2: 20,181 shares 20,181 $6.12M 3.29% +219 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: 8,692 shares; 2024Q4: 8,536 shares; 2025Q1: 5,456 shares; 2025Q2: 5,356 shares; 2025Q3: 5,356 shares; 2025Q4: 5,356 shares; 2026Q1: 5,344 shares; 2026Q2: 5,344 shares 5,344 $5.69M 3.06% 0 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: 41,122 shares; 2024Q4: 41,776 shares; 2025Q1: 42,728 shares; 2025Q2: 42,906 shares; 2025Q3: 43,289 shares; 2025Q4: 44,581 shares; 2026Q1: 47,350 shares; 2026Q2: 47,617 shares 47,617 $4.71M 2.53% +267 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,567 shares; 2024Q4: 48,227 shares; 2025Q1: 52,005 shares; 2025Q2: 53,716 shares; 2025Q3: 53,848 shares; 2025Q4: 54,247 shares; 2026Q1: 58,299 shares; 2026Q2: 58,155 shares 58,155 $4.53M 2.44% -144 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,831 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares; 2026Q2: 1,816 shares 1,816 $4.13M 2.22% 0 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: 10,842 shares; 2024Q4: 10,815 shares; 2025Q1: 10,815 shares; 2025Q2: 10,846 shares; 2025Q3: 10,870 shares; 2025Q4: 10,865 shares; 2026Q1: 10,865 shares; 2026Q2: 10,865 shares 10,865 $4.05M 2.18% 0 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: 23,674 shares; 2024Q4: 23,774 shares; 2025Q1: 23,774 shares; 2025Q2: 23,751 shares; 2025Q3: 23,882 shares; 2025Q4: 26,528 shares; 2026Q1: 26,511 shares; 2026Q2: 27,113 shares 27,113 $3.71M 1.99% +602 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: 52,697 shares; 2024Q4: 54,020 shares; 2025Q1: 58,592 shares; 2025Q2: 59,557 shares; 2025Q3: 59,991 shares; 2025Q4: 59,880 shares; 2026Q1: 60,592 shares; 2026Q2: 61,201 shares 61,201 $3.65M 1.96% +609 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: 11,350 shares; 2024Q4: 11,350 shares; 2025Q1: 11,340 shares; 2025Q2: 11,340 shares; 2025Q3: 11,380 shares; 2025Q4: 11,340 shares; 2026Q1: 9,353 shares; 2026Q2: 9,353 shares 9,353 $3.53M 1.9% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,450 shares; 2025Q3: 5,496 shares; 2025Q4: 5,450 shares; 2026Q1: 5,450 shares; 2026Q2: 5,450 shares 5,450 $3.48M 1.87% 0 Timeline BKLN 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: 135,000 shares; 2024Q4: 135,000 shares; 2025Q1: 135,000 shares; 2025Q2: 156,536 shares; 2025Q3: 156,536 shares; 2025Q4: 156,536 shares; 2026Q1: 156,536 shares; 2026Q2: 156,536 shares 156,536 $3.19M 1.71% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,397 shares; 2024Q4: 23,223 shares; 2025Q1: 23,049 shares; 2025Q2: 22,664 shares; 2025Q3: 22,664 shares; 2025Q4: 22,664 shares; 2026Q1: 22,199 shares; 2026Q2: 22,165 shares 22,165 $3.09M 1.66% -34 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: 11,835 shares; 2024Q4: 11,935 shares; 2025Q1: 10,983 shares; 2025Q2: 10,733 shares; 2025Q3: 10,733 shares; 2025Q4: 10,733 shares; 2026Q1: 10,733 shares; 2026Q2: 10,733 shares 10,733 $2.9M 1.56% 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: 23,700 shares; 2024Q4: 23,850 shares; 2025Q1: 23,700 shares; 2025Q2: 23,700 shares; 2025Q3: 23,700 shares; 2025Q4: 23,799 shares; 2026Q1: 23,799 shares; 2026Q2: 23,729 shares 23,729 $2.79M 1.5% -70 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: 2,130 shares; 2024Q4: 2,280 shares; 2025Q1: 2,130 shares; 2025Q2: 2,154 shares; 2025Q3: 2,239 shares; 2025Q4: 2,230 shares; 2026Q1: 2,430 shares; 2026Q2: 2,230 shares 2,230 $2.67M 1.44% -200 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: 20,854 shares; 2024Q4: 20,815 shares; 2025Q1: 20,815 shares; 2025Q2: 20,855 shares; 2025Q3: 20,795 shares; 2025Q4: 20,837 shares; 2026Q1: 20,837 shares; 2026Q2: 20,915 shares 20,915 $2.65M 1.42% +78 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: 19,723 shares; 2024Q4: 19,834 shares; 2025Q1: 19,122 shares; 2025Q2: 19,153 shares; 2025Q3: 19,153 shares; 2025Q4: 19,200 shares; 2026Q1: 19,200 shares; 2026Q2: 20,300 shares 20,300 $2.61M 1.4% +1,100 Timeline JNK 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: 20,591 shares; 2024Q4: 21,388 shares; 2025Q1: 23,280 shares; 2025Q2: 23,996 shares; 2025Q3: 23,946 shares; 2025Q4: 24,145 shares; 2026Q1: 25,897 shares; 2026Q2: 26,995 shares 26,995 $2.6M 1.4% +1,098 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: 8,491 shares; 2024Q4: 8,468 shares; 2025Q1: 7,879 shares; 2025Q2: 7,879 shares; 2025Q3: 7,949 shares; 2025Q4: 7,907 shares; 2026Q1: 7,895 shares; 2026Q2: 7,895 shares 7,895 $2.58M 1.39% 0 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: 13,870 shares; 2024Q4: 13,870 shares; 2025Q1: 13,870 shares; 2025Q2: 14,807 shares; 2025Q3: 14,807 shares; 2025Q4: 14,840 shares; 2026Q1: 14,840 shares; 2026Q2: 14,840 shares 14,840 $2.46M 1.32% 0 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: 13,584 shares; 2024Q4: 13,359 shares; 2025Q1: 12,975 shares; 2025Q2: 31,205 shares; 2025Q3: 31,205 shares; 2025Q4: 31,205 shares; 2026Q1: 31,205 shares; 2026Q2: 31,205 shares 31,205 $2.25M 1.21% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,838 shares; 2024Q4: 21,985 shares; 2025Q1: 22,352 shares; 2025Q2: 22,153 shares; 2025Q3: 21,919 shares; 2025Q4: 22,099 shares; 2026Q1: 23,158 shares; 2026Q2: 18,784 shares 18,784 $2.06M 1.1% -4,374 Timeline BAB 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: 56,456 shares; 2024Q4: 56,456 shares; 2025Q1: 56,456 shares; 2025Q2: 73,462 shares; 2025Q3: 73,462 shares; 2025Q4: 73,462 shares; 2026Q1: 73,462 shares; 2026Q2: 73,462 shares 73,462 $1.97M 1.06% 0 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: 13,477 shares; 2024Q4: 13,345 shares; 2025Q1: 13,212 shares; 2025Q2: 13,605 shares; 2025Q3: 13,666 shares; 2025Q4: 13,645 shares; 2026Q1: 13,645 shares; 2026Q2: 13,645 shares 13,645 $1.95M 1.05% 0 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: 6,587 shares; 2024Q4: 6,537 shares; 2025Q1: 6,537 shares; 2025Q2: 6,580 shares; 2025Q3: 6,643 shares; 2025Q4: 6,580 shares; 2026Q1: 6,580 shares; 2026Q2: 6,685 shares 6,685 $1.93M 1.04% +105 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: 21,655 shares; 2024Q4: 21,655 shares; 2025Q1: 21,655 shares; 2025Q2: 21,655 shares; 2025Q3: 21,655 shares; 2025Q4: 21,717 shares; 2026Q1: 21,717 shares; 2026Q2: 21,717 shares 21,717 $1.91M 1.02% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,266 shares; 2024Q4: 11,516 shares; 2025Q1: 10,696 shares; 2025Q2: 16,466 shares; 2025Q3: 16,466 shares; 2025Q4: 16,466 shares; 2026Q1: 16,466 shares; 2026Q2: 16,762 shares 16,762 $1.89M 1.02% +296 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $1.77M 0.95% 0 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: 16,017 shares; 2024Q4: 15,855 shares; 2025Q1: 17,001 shares; 2025Q2: 16,939 shares; 2025Q3: 16,892 shares; 2025Q4: 16,930 shares; 2026Q1: 17,326 shares; 2026Q2: 17,852 shares 17,852 $1.72M 0.93% +526 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: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,430 shares; 2025Q2: 7,430 shares; 2025Q3: 7,430 shares; 2025Q4: 7,430 shares; 2026Q1: 7,430 shares; 2026Q2: 7,430 shares 7,430 $1.66M 0.89% 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $1.65M 0.89% 0 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: 14,788 shares; 2024Q4: 14,788 shares; 2025Q1: 14,608 shares; 2025Q2: 14,608 shares; 2025Q3: 14,665 shares; 2025Q4: 14,608 shares; 2026Q1: 14,608 shares; 2026Q2: 14,608 shares 14,608 $1.62M 0.87% 0 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: 10,468 shares; 2024Q4: 10,468 shares; 2025Q1: 10,468 shares; 2025Q2: 10,548 shares; 2025Q3: 10,548 shares; 2025Q4: 10,546 shares; 2026Q1: 10,546 shares; 2026Q2: 10,546 shares 10,546 $1.56M 0.84% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,245 shares; 2024Q4: 4,305 shares; 2025Q1: 4,245 shares; 2025Q2: 4,291 shares; 2025Q3: 4,291 shares; 2025Q4: 4,291 shares; 2026Q1: 4,291 shares; 2026Q2: 4,291 shares 4,291 $1.52M 0.81% 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: 1,982 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,014 shares; 2025Q3: 2,006 shares; 2025Q4: 2,002 shares; 2026Q1: 2,002 shares; 2026Q2: 2,002 shares 2,002 $1.5M 0.8% 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: 30,640 shares; 2024Q4: 30,640 shares; 2025Q1: 30,640 shares; 2025Q2: 30,640 shares; 2025Q3: 30,640 shares; 2025Q4: 30,640 shares; 2026Q1: 30,640 shares; 2026Q2: 30,640 shares 30,640 $1.49M 0.8% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $1.42M 0.76% 0 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: 3,419 shares; 2024Q4: 3,419 shares; 2025Q1: 3,419 shares; 2025Q2: 3,419 shares; 2025Q3: 3,419 shares; 2025Q4: 3,419 shares; 2026Q1: 3,419 shares; 2026Q2: 3,317 shares 3,317 $1.36M 0.73% -102 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,210 shares; 2024Q4: 14,160 shares; 2025Q1: 14,160 shares; 2025Q2: 14,160 shares; 2025Q3: 14,160 shares; 2025Q4: 14,160 shares; 2026Q1: 14,160 shares; 2026Q2: 14,160 shares 14,160 $1.36M 0.73% 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: 22,637 shares; 2024Q4: 22,637 shares; 2025Q1: 22,637 shares; 2025Q2: 22,637 shares; 2025Q3: 22,637 shares; 2025Q4: 22,714 shares; 2026Q1: 23,040 shares; 2026Q2: 23,089 shares 23,089 $1.33M 0.72% +49 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,509 shares; 2024Q4: 4,482 shares; 2025Q1: 4,455 shares; 2025Q2: 4,455 shares; 2025Q3: 4,492 shares; 2025Q4: 4,495 shares; 2026Q1: 4,495 shares; 2026Q2: 4,580 shares 4,580 $1.29M 0.69% +85 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $1.24M 0.67% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,219 shares; 2024Q4: 10,144 shares; 2025Q1: 10,069 shares; 2025Q2: 10,069 shares; 2025Q3: 10,088 shares; 2025Q4: 10,130 shares; 2026Q1: 10,130 shares; 2026Q2: 10,130 shares 10,130 $1.23M 0.66% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,447 shares; 2025Q3: 2,447 shares; 2025Q4: 2,447 shares; 2026Q1: 2,447 shares; 2026Q2: 2,404 shares 2,404 $1.2M 0.65% -43 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,692 shares; 2024Q4: 6,692 shares; 2025Q1: 6,692 shares; 2025Q2: 6,692 shares; 2025Q3: 6,692 shares; 2025Q4: 6,692 shares; 2026Q1: 6,692 shares; 2026Q2: 6,692 shares 6,692 $1.18M 0.64% 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: 5,307 shares; 2024Q4: 5,307 shares; 2025Q1: 5,307 shares; 2025Q2: 5,307 shares; 2025Q3: 5,277 shares; 2025Q4: 5,277 shares; 2026Q1: 5,277 shares; 2026Q2: 5,277 shares 5,277 $1.14M 0.61% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,040 shares; 2024Q4: 12,040 shares; 2025Q1: 12,040 shares; 2025Q2: 12,040 shares; 2025Q3: 12,040 shares; 2025Q4: 12,040 shares; 2026Q1: 12,040 shares; 2026Q2: 12,040 shares 12,040 $1.12M 0.6% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,690 shares; 2024Q4: 24,690 shares; 2025Q1: 24,690 shares; 2025Q2: 24,690 shares; 2025Q3: 24,690 shares; 2025Q4: 24,690 shares; 2026Q1: 24,690 shares; 2026Q2: 24,690 shares 24,690 $1.09M 0.58% 0 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: 19,876 shares; 2024Q4: 19,876 shares; 2025Q1: 19,876 shares; 2025Q2: 19,876 shares; 2025Q3: 19,876 shares; 2025Q4: 19,876 shares; 2026Q1: 19,876 shares; 2026Q2: 19,876 shares 19,876 $1.08M 0.58% 0 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: 4,548 shares; 2024Q4: 4,449 shares; 2025Q1: 4,004 shares; 2025Q2: 4,004 shares; 2025Q3: 4,004 shares; 2025Q4: 4,004 shares; 2026Q1: 4,004 shares; 2026Q2: 4,004 shares 4,004 $1.02M 0.55% 0 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: 5,120 shares; 2024Q4: 5,060 shares; 2025Q1: 5,060 shares; 2025Q2: 5,453 shares; 2025Q3: 5,453 shares; 2025Q4: 5,554 shares; 2026Q1: 5,549 shares; 2026Q2: 5,549 shares 5,549 $1M 0.54% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,190 shares; 2024Q4: 4,190 shares; 2025Q1: 4,194 shares; 2025Q2: 4,944 shares; 2025Q3: 5,049 shares; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares; 2026Q2: 4,900 shares 4,900 $980K 0.53% -50 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,923 shares; 2024Q4: 14,088 shares; 2025Q1: 14,038 shares; 2025Q2: 13,923 shares; 2025Q3: 14,072 shares; 2025Q4: 14,072 shares; 2026Q1: 14,072 shares; 2026Q2: 14,072 shares 14,072 $963K 0.52% 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: 6,836 shares; 2024Q4: 6,713 shares; 2025Q1: 6,713 shares; 2025Q2: 6,713 shares; 2025Q3: 6,713 shares; 2025Q4: 6,713 shares; 2026Q1: 6,713 shares; 2026Q2: 6,713 shares 6,713 $918K 0.49% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,741 shares; 2024Q4: 1,741 shares; 2025Q1: 1,741 shares; 2025Q2: 1,741 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares; 2026Q1: 1,741 shares; 2026Q2: 1,741 shares 1,741 $911K 0.49% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,950 shares; 2024Q4: 18,950 shares; 2025Q1: 18,950 shares; 2025Q2: 18,950 shares; 2025Q3: 18,950 shares; 2025Q4: 18,950 shares; 2026Q1: 19,051 shares; 2026Q2: 18,950 shares 18,950 $901K 0.48% -101 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: 3,900 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,844 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares; 2026Q2: 7,800 shares 7,800 $896K 0.48% 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: 3,159 shares; 2024Q4: 3,117 shares; 2025Q1: 3,092 shares; 2025Q2: 3,067 shares; 2025Q3: 3,103 shares; 2025Q4: 2,933 shares; 2026Q1: 2,933 shares; 2026Q2: 2,933 shares 2,933 $881K 0.47% 0 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: 5,045 shares; 2024Q4: 5,045 shares; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 5,040 shares; 2025Q4: 5,040 shares; 2026Q1: 5,040 shares; 2026Q2: 5,278 shares 5,278 $855K 0.46% +238 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: 2,630 shares; 2024Q4: 2,736 shares; 2025Q1: 2,729 shares; 2025Q2: 2,714 shares; 2025Q3: 2,662 shares; 2025Q4: 2,653 shares; 2026Q1: 2,646 shares; 2026Q2: 10,584 shares 10,584 $853K 0.46% +7,938 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares; 2026Q2: 4,600 shares 4,600 $815K 0.44% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,929 shares; 2024Q4: 11,929 shares; 2025Q1: 11,929 shares; 2025Q2: 11,929 shares; 2025Q3: 11,929 shares; 2025Q4: 11,929 shares; 2026Q1: 11,929 shares; 2026Q2: 11,929 shares 11,929 $815K 0.44% 0 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: 2,782 shares; 2024Q4: 2,782 shares; 2025Q1: 2,782 shares; 2025Q2: 2,917 shares; 2025Q3: 2,931 shares; 2025Q4: 2,917 shares; 2026Q1: 2,917 shares; 2026Q2: 2,917 shares 2,917 $788K 0.42% 0 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: 7,251 shares; 2024Q4: 7,251 shares; 2025Q1: 7,251 shares; 2025Q2: 7,191 shares; 2025Q3: 7,276 shares; 2025Q4: 7,276 shares; 2026Q1: 7,276 shares; 2026Q2: 7,276 shares 7,276 $756K 0.41% 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: 6,430 shares; 2024Q4: 6,430 shares; 2025Q1: 6,430 shares; 2025Q2: 6,430 shares; 2025Q3: 6,430 shares; 2025Q4: 6,430 shares; 2026Q1: 6,430 shares; 2026Q2: 6,430 shares 6,430 $751K 0.4% 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,457 shares; 2025Q3: 1,457 shares; 2025Q4: 1,464 shares; 2026Q1: 1,464 shares; 2026Q2: 1,464 shares 1,464 $746K 0.4% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,272 shares; 2024Q4: 8,315 shares; 2025Q1: 8,315 shares; 2025Q2: 8,315 shares; 2025Q3: 8,315 shares; 2025Q4: 8,272 shares; 2026Q1: 8,272 shares; 2026Q2: 8,548 shares 8,548 $724K 0.39% +276 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: 9,624 shares; 2024Q4: 9,626 shares; 2025Q1: 8,715 shares; 2025Q2: 8,715 shares; 2025Q3: 8,715 shares; 2025Q4: 8,788 shares; 2026Q1: 8,888 shares; 2026Q2: 8,788 shares 8,788 $714K 0.38% -100 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,395 shares; 2024Q4: 18,395 shares; 2025Q1: 18,395 shares; 2025Q2: 18,395 shares; 2025Q3: 18,395 shares; 2025Q4: 17,375 shares; 2026Q1: 16,470 shares; 2026Q2: 16,088 shares 16,088 $714K 0.38% -382 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: 1,570 shares; 2024Q4: 1,518 shares; 2025Q1: 1,510 shares; 2025Q2: 1,407 shares; 2025Q3: 1,357 shares; 2025Q4: 1,337 shares; 2026Q1: 1,332 shares; 2026Q2: 7,992 shares 7,992 $688K 0.37% +6,660 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: 4,155 shares; 2026Q1: 4,155 shares; 2026Q2: 4,171 shares 4,171 $681K 0.37% +16 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: 4,043 shares; 2024Q4: 4,163 shares; 2025Q1: 4,163 shares; 2025Q2: 4,460 shares; 2025Q3: 4,483 shares; 2025Q4: 4,460 shares; 2026Q1: 4,948 shares; 2026Q2: 4,460 shares 4,460 $654K 0.35% -488 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: 9,630 shares; 2024Q4: 9,670 shares; 2025Q1: 9,410 shares; 2025Q2: 9,410 shares; 2025Q3: 9,410 shares; 2025Q4: 9,474 shares; 2026Q1: 9,474 shares; 2026Q2: 10,693 shares 10,693 $646K 0.35% +1,219 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: 11,123 shares; 2024Q4: 10,868 shares; 2025Q1: 10,868 shares; 2025Q2: 10,603 shares; 2025Q3: 10,603 shares; 2025Q4: 10,564 shares; 2026Q1: 11,554 shares; 2026Q2: 4,084 shares 4,084 $645K 0.35% -7,470 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,810 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $638K 0.34% 0 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: 30,341 shares; 2024Q4: 30,495 shares; 2025Q1: 29,999 shares; 2025Q2: 29,903 shares; 2025Q3: 29,767 shares; 2025Q4: 30,096 shares; 2026Q1: 29,896 shares; 2026Q2: 30,515 shares 30,515 $632K 0.34% +619 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,047 shares; 2024Q4: 7,047 shares; 2025Q1: 7,047 shares; 2025Q2: 7,047 shares; 2025Q3: 7,047 shares; 2025Q4: 7,047 shares; 2026Q1: 7,147 shares; 2026Q2: 7,047 shares 7,047 $609K 0.33% -100 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: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares; 2026Q2: 1,920 shares 1,920 $604K 0.32% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,020 shares; 2024Q4: 20,474 shares; 2025Q1: 22,104 shares; 2025Q2: 26,424 shares; 2025Q3: 32,971 shares; 2025Q4: 34,798 shares; 2026Q1: 34,756 shares; 2026Q2: 33,319 shares 33,319 $596K 0.32% -1,437 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: 2,603 shares; 2024Q4: 2,603 shares; 2025Q1: 2,603 shares; 2025Q2: 2,603 shares; 2025Q3: 2,603 shares; 2025Q4: 2,603 shares; 2026Q1: 2,603 shares; 2026Q2: 2,603 shares 2,603 $580K 0.31% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,625 shares; 2024Q4: 12,756 shares; 2025Q1: 12,245 shares; 2025Q2: 12,245 shares; 2025Q3: 12,245 shares; 2025Q4: 12,327 shares; 2026Q1: 12,327 shares; 2026Q2: 12,745 shares 12,745 $540K 0.29% +418 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: 8,646 shares; 2024Q4: 8,646 shares; 2025Q1: 8,646 shares; 2025Q2: 8,646 shares; 2025Q3: 8,646 shares; 2025Q4: 8,646 shares; 2026Q1: 8,646 shares; 2026Q2: 9,410 shares 9,410 $536K 0.29% +764 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: 6,928 shares; 2024Q4: 6,928 shares; 2025Q1: 6,860 shares; 2025Q2: 6,860 shares; 2025Q3: 6,860 shares; 2025Q4: 6,860 shares; 2026Q1: 6,860 shares; 2026Q2: 6,860 shares 6,860 $529K 0.28% 0 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: 8,112 shares; 2024Q4: 8,112 shares; 2025Q1: 8,112 shares; 2025Q2: 8,112 shares; 2025Q3: 8,112 shares; 2025Q4: 8,112 shares; 2026Q1: 8,112 shares; 2026Q2: 8,112 shares 8,112 $469K 0.25% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,185 shares; 2024Q4: 10,185 shares; 2025Q1: 9,865 shares; 2025Q2: 9,865 shares; 2025Q3: 9,865 shares; 2025Q4: 9,865 shares; 2026Q1: 9,865 shares; 2026Q2: 9,865 shares 9,865 $469K 0.25% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,522 shares; 2024Q4: 7,522 shares; 2025Q1: 7,522 shares; 2025Q2: 7,522 shares; 2025Q3: 7,522 shares; 2025Q4: 7,522 shares; 2026Q1: 7,522 shares; 2026Q2: 7,522 shares 7,522 $465K 0.25% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,573 shares; 2024Q4: 16,573 shares; 2025Q1: 15,799 shares; 2025Q2: 15,906 shares; 2025Q3: 15,906 shares; 2025Q4: 15,906 shares; 2026Q1: 15,906 shares; 2026Q2: 19,182 shares 19,182 $462K 0.25% +3,276 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,860 shares; 2024Q4: 5,860 shares; 2025Q1: 5,860 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 5,860 shares; 2026Q1: 5,860 shares; 2026Q2: 5,860 shares 5,860 $436K 0.23% 0 Timeline KFFB KENTUCKY FIRST FED BANCORP More: the full row for KENTUCKY FIRST FED BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,103 shares; 2025Q2: 91,816 shares; 2025Q3: 87,688 shares; 2025Q4: 87,688 shares; 2026Q1: 84,991 shares; 2026Q2: 84,933 shares 84,933 $431K 0.23% -58 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: 1,740 shares; 2024Q4: 1,813 shares; 2025Q1: 1,740 shares; 2025Q2: 1,790 shares; 2025Q3: 1,818 shares; 2025Q4: 1,790 shares; 2026Q1: 1,790 shares; 2026Q2: 1,790 shares 1,790 $427K 0.23% 0 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: 8,330 shares; 2024Q4: 8,330 shares; 2025Q1: 8,330 shares; 2025Q2: 8,330 shares; 2025Q3: 8,504 shares; 2025Q4: 8,453 shares; 2026Q1: 8,453 shares; 2026Q2: 8,453 shares 8,453 $421K 0.23% 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: 2,219 shares; 2024Q4: 2,219 shares; 2025Q1: 2,219 shares; 2025Q2: 2,219 shares; 2025Q3: 2,258 shares; 2025Q4: 2,219 shares; 2026Q1: 2,219 shares; 2026Q2: 2,219 shares 2,219 $421K 0.23% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,410 shares; 2024Q4: 5,335 shares; 2025Q1: 5,335 shares; 2025Q2: 5,335 shares; 2025Q3: 5,403 shares; 2025Q4: 5,335 shares; 2026Q1: 5,335 shares; 2026Q2: 5,335 shares 5,335 $417K 0.22% 0 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: 5,476 shares; 2024Q4: 5,476 shares; 2025Q1: 5,476 shares; 2025Q2: 5,869 shares; 2025Q3: 5,869 shares; 2025Q4: 5,853 shares; 2026Q1: 5,819 shares; 2026Q2: 5,819 shares 5,819 $415K 0.22% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,615 shares; 2024Q4: 4,615 shares; 2025Q1: 4,615 shares; 2025Q2: 4,615 shares; 2025Q3: 4,615 shares; 2025Q4: 4,615 shares; 2026Q1: 4,615 shares; 2026Q2: 4,615 shares 4,615 $409K 0.22% 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: 1,830 shares; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,505 shares; 2025Q3: 1,528 shares; 2025Q4: 1,553 shares; 2026Q1: 1,653 shares; 2026Q2: 1,553 shares 1,553 $391K 0.21% -100 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: 796 shares; 2025Q3: 796 shares; 2025Q4: 1,592 shares; 2026Q1: 1,555 shares; 2026Q2: 2,015 shares 2,015 $384K 0.21% +460 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: 4,920 shares; 2024Q4: 4,920 shares; 2025Q1: 4,920 shares; 2025Q2: 4,920 shares; 2025Q3: 4,950 shares; 2025Q4: 4,920 shares; 2026Q1: 4,920 shares; 2026Q2: 4,920 shares 4,920 $381K 0.21% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 2,801 shares 2,801 $380K 0.2% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,733 shares; 2024Q4: 8,733 shares; 2025Q1: 8,733 shares; 2025Q2: 8,733 shares; 2025Q3: 8,764 shares; 2025Q4: 8,733 shares; 2026Q1: 8,733 shares; 2026Q2: 8,733 shares 8,733 $373K 0.2% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,888 shares; 2026Q1: 5,888 shares; 2026Q2: 5,888 shares 5,888 $354K 0.19% 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: 4,020 shares; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares; 2025Q4: 4,020 shares; 2026Q1: 4,020 shares; 2026Q2: 4,020 shares 4,020 $336K 0.18% 0 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: 2,521 shares; 2024Q4: 2,967 shares; 2025Q1: 3,091 shares; 2025Q2: 3,091 shares; 2025Q3: 3,226 shares; 2025Q4: 3,465 shares; 2026Q1: 3,465 shares; 2026Q2: 4,037 shares 4,037 $334K 0.18% +572 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: 3,713 shares; 2024Q4: not reported; 2025Q1: 3,713 shares; 2025Q2: 3,974 shares; 2025Q3: 3,974 shares; 2025Q4: 3,974 shares; 2026Q1: 3,974 shares; 2026Q2: 3,974 shares 3,974 $329K 0.18% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 987 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $329K 0.18% 0 Timeline VBK 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: 954 shares; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 899 shares; 2026Q2: 899 shares 899 $329K 0.18% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 955 shares; 2025Q4: 935 shares; 2026Q1: 935 shares; 2026Q2: 935 shares 935 $321K 0.17% 0 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: 970 shares; 2024Q4: 976 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares; 2026Q2: 970 shares 970 $320K 0.17% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,040 shares; 2024Q4: 8,040 shares; 2025Q1: 8,040 shares; 2025Q2: 8,040 shares; 2025Q3: 8,040 shares; 2025Q4: 8,121 shares; 2026Q1: 8,121 shares; 2026Q2: 8,121 shares 8,121 $309K 0.17% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,263 shares; 2026Q2: 1,263 shares 1,263 $307K 0.16% 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: 3,144 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 3,170 shares; 2025Q3: 3,170 shares; 2025Q4: 3,033 shares; 2026Q1: 3,033 shares; 2026Q2: 3,033 shares 3,033 $298K 0.16% 0 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: 2,515 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 2,515 shares; 2025Q3: 2,515 shares; 2025Q4: 2,544 shares; 2026Q1: 2,794 shares; 2026Q2: 2,724 shares 2,724 $293K 0.16% -70 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: 2,509 shares; 2024Q4: 2,501 shares; 2025Q1: 2,471 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 2,661 shares; 2026Q1: 2,661 shares; 2026Q2: 2,661 shares 2,661 $292K 0.16% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,208 shares; 2024Q4: 11,208 shares; 2025Q1: 11,208 shares; 2025Q2: 11,208 shares; 2025Q3: 11,208 shares; 2025Q4: 11,208 shares; 2026Q1: 11,208 shares; 2026Q2: 11,208 shares 11,208 $265K 0.14% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 613 shares; 2024Q4: 613 shares; 2025Q1: not reported; 2025Q2: 613 shares; 2025Q3: 633 shares; 2025Q4: not reported; 2026Q1: 613 shares; 2026Q2: 613 shares 613 $261K 0.14% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,987 shares; 2024Q4: 2,987 shares; 2025Q1: 2,987 shares; 2025Q2: 2,987 shares; 2025Q3: 3,435 shares; 2025Q4: 3,435 shares; 2026Q1: 3,435 shares; 2026Q2: 3,435 shares 3,435 $258K 0.14% 0 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: not reported; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,294 shares; 2025Q4: 2,175 shares; 2026Q1: 2,325 shares; 2026Q2: 2,175 shares 2,175 $246K 0.13% -150 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $243K 0.13% 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: 1,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,546 shares 1,546 $242K 0.13% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $241K 0.13% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,753 shares; 2024Q4: 22,753 shares; 2025Q1: 22,753 shares; 2025Q2: 22,753 shares; 2025Q3: 22,753 shares; 2025Q4: 22,753 shares; 2026Q1: 22,753 shares; 2026Q2: 22,753 shares 22,753 $239K 0.13% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,422 shares; 2024Q4: 8,465 shares; 2025Q1: 8,465 shares; 2025Q2: 8,465 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,465 shares; 2026Q2: 8,662 shares 8,662 $237K 0.13% +197 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: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 816 shares 816 $225K 0.12% +51 Timeline ITOT 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: 1,338 shares 1,338 $220K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: not reported; 2026Q2: 1,708 shares 1,708 $212K 0.11% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,823 shares 2,823 $207K 0.11% new 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: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: not reported; 2026Q2: 400 shares 400 $205K 0.11% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,462 shares 1,462 $205K 0.11% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,572 shares; 2024Q4: 12,572 shares; 2025Q1: 12,572 shares; 2025Q2: 12,572 shares; 2025Q3: 12,572 shares; 2025Q4: 12,572 shares; 2026Q1: 12,572 shares; 2026Q2: 12,572 shares 12,572 $200K 0.11% 0 Timeline