SPYM 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: 166,398 shares; 2024Q4: 191,809 shares; 2025Q1: 604,292 shares; 2025Q2: 656,054 shares; 2025Q3: 664,597 shares; 2025Q4: 671,395 shares; 2026Q1: 689,630 shares; 2026Q2: 706,854 shares 706,854 $62.1M 24.31% +17,224 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,833 shares; 2024Q4: 173,032 shares; 2025Q1: 210,884 shares; 2025Q2: 459,913 shares; 2025Q3: 461,904 shares; 2025Q4: 475,904 shares; 2026Q1: 482,044 shares; 2026Q2: 503,147 shares 503,147 $38.9M 15.21% +21,103 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: 316,293 shares; 2024Q4: 329,768 shares; 2025Q1: 302,455 shares; 2025Q2: 319,597 shares; 2025Q3: 323,315 shares; 2025Q4: 332,917 shares; 2026Q1: 319,962 shares; 2026Q2: 329,996 shares 329,996 $31.9M 12.47% +10,034 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: 88,806 shares; 2024Q4: 87,103 shares; 2025Q1: 39,160 shares; 2025Q2: 39,097 shares; 2025Q3: 39,237 shares; 2025Q4: 39,214 shares; 2026Q1: 38,826 shares; 2026Q2: 38,453 shares 38,453 $28.7M 11.24% -373 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,035 shares; 2025Q1: 144,366 shares; 2025Q2: 207,352 shares; 2025Q3: 211,103 shares; 2025Q4: 220,749 shares; 2026Q1: 384,045 shares; 2026Q2: 400,483 shares 400,483 $27.2M 10.66% +16,438 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424,696 shares; 2024Q4: 428,418 shares; 2025Q1: 535,540 shares; 2025Q2: 582,403 shares; 2025Q3: 591,126 shares; 2025Q4: 590,957 shares; 2026Q1: 336,446 shares; 2026Q2: 335,421 shares 335,421 $24.2M 9.49% -1,025 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,008 shares; 2024Q4: 155,643 shares; 2025Q1: 163,747 shares; 2025Q2: 169,725 shares; 2025Q3: 171,683 shares; 2025Q4: 174,241 shares; 2026Q1: 179,016 shares; 2026Q2: 185,302 shares 185,302 $18.2M 7.12% +6,286 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92,845 shares 92,845 $8.96M 3.51% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,336 shares; 2024Q4: 282,070 shares; 2025Q1: 264,022 shares; 2025Q2: 108,313 shares; 2025Q3: 101,865 shares; 2025Q4: 69,689 shares; 2026Q1: 47,821 shares; 2026Q2: 46,302 shares 46,302 $1.47M 0.57% -1,519 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: 2,393 shares; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 2,723 shares; 2025Q3: 2,723 shares; 2025Q4: 2,723 shares; 2026Q1: 2,723 shares; 2026Q2: 10,239 shares 10,239 $1.27M 0.5% +7,516 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: 6,434 shares; 2024Q4: 6,443 shares; 2025Q1: 5,806 shares; 2025Q2: 6,555 shares; 2025Q3: 6,074 shares; 2025Q4: 6,082 shares; 2026Q1: 6,060 shares; 2026Q2: 6,174 shares 6,174 $1.24M 0.48% +114 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,914 shares; 2024Q4: 2,009 shares; 2025Q1: 1,992 shares; 2025Q2: 1,410 shares; 2025Q3: 1,457 shares; 2025Q4: 1,502 shares; 2026Q1: 1,602 shares; 2026Q2: 1,666 shares 1,666 $1.14M 0.45% +64 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: 3,336 shares; 2024Q4: 3,502 shares; 2025Q1: 3,503 shares; 2025Q2: 3,504 shares; 2025Q3: 3,505 shares; 2025Q4: 3,485 shares; 2026Q1: 3,448 shares; 2026Q2: 3,449 shares 3,449 $1.08M 0.42% +1 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: 2,465 shares; 2024Q4: 2,874 shares; 2025Q1: 2,876 shares; 2025Q2: 2,872 shares; 2025Q3: 3,104 shares; 2025Q4: 3,707 shares; 2026Q1: 3,392 shares; 2026Q2: 3,727 shares 3,727 $1.08M 0.42% +335 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: 1,867 shares; 2024Q4: 1,888 shares; 2025Q1: 1,930 shares; 2025Q2: 2,160 shares; 2025Q3: 2,090 shares; 2025Q4: 2,840 shares; 2026Q1: 2,816 shares; 2026Q2: 2,948 shares 2,948 $703K 0.27% +132 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: 1,440 shares; 2024Q4: 1,493 shares; 2025Q1: 1,487 shares; 2025Q2: 1,569 shares; 2025Q3: 1,589 shares; 2025Q4: 1,607 shares; 2026Q1: 1,606 shares; 2026Q2: 1,627 shares 1,627 $684K 0.27% +21 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,668 shares; 2024Q4: 4,668 shares; 2025Q1: 4,668 shares; 2025Q2: 4,668 shares; 2025Q3: 4,668 shares; 2025Q4: 4,668 shares; 2026Q1: 4,668 shares; 2026Q2: 4,668 shares 4,668 $674K 0.26% 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: not reported; 2024Q4: 1,612 shares; 2025Q1: 1,600 shares; 2025Q2: 1,846 shares; 2025Q3: 1,814 shares; 2025Q4: 1,730 shares; 2026Q1: 1,659 shares; 2026Q2: 1,610 shares 1,610 $601K 0.24% -49 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,560 shares; 2025Q1: not reported; 2025Q2: 10,391 shares; 2025Q3: 10,910 shares; 2025Q4: 14,910 shares; 2026Q1: 14,261 shares; 2026Q2: 14,495 shares 14,495 $491K 0.19% +234 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: 796 shares; 2024Q4: 869 shares; 2025Q1: 882 shares; 2025Q2: 887 shares; 2025Q3: 902 shares; 2025Q4: 992 shares; 2026Q1: 988 shares; 2026Q2: 972 shares 972 $486K 0.19% -16 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 5,949 shares 5,949 $450K 0.18% new 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: 5,960 shares; 2024Q4: 5,605 shares; 2025Q1: 5,718 shares; 2025Q2: 5,832 shares; 2025Q3: 5,787 shares; 2025Q4: 5,989 shares; 2026Q1: 5,798 shares; 2026Q2: 5,931 shares 5,931 $423K 0.17% +133 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: not reported; 2025Q4: 1,021 shares; 2026Q1: 1,022 shares; 2026Q2: 1,047 shares 1,047 $374K 0.15% +25 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: not reported; 2024Q4: 899 shares; 2025Q1: 945 shares; 2025Q2: 979 shares; 2025Q3: 754 shares; 2025Q4: 860 shares; 2026Q1: 948 shares; 2026Q2: 980 shares 980 $363K 0.14% +32 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: 837 shares; 2025Q3: 838 shares; 2025Q4: 1,739 shares; 2026Q1: 1,841 shares; 2026Q2: 1,843 shares 1,843 $351K 0.14% +2 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,469 shares; 2025Q3: 3,503 shares; 2025Q4: 3,547 shares; 2026Q1: 3,569 shares; 2026Q2: 3,605 shares 3,605 $341K 0.13% +36 Timeline VOOV 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: not reported; 2024Q4: 63,095 shares; 2025Q1: 5,826 shares; 2025Q2: 1,174 shares; 2025Q3: 1,208 shares; 2025Q4: 1,257 shares; 2026Q1: 1,335 shares; 2026Q2: 1,356 shares 1,356 $297K 0.12% +21 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 537 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 563 shares 563 $294K 0.12% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,786 shares; 2025Q1: 8,796 shares; 2025Q2: 8,807 shares; 2025Q3: 8,817 shares; 2025Q4: 6,446 shares; 2026Q1: 6,456 shares; 2026Q2: 6,791 shares 6,791 $246K 0.1% +335 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,519 shares; 2024Q4: 1,753 shares; 2025Q1: 1,763 shares; 2025Q2: 1,807 shares; 2025Q3: 1,777 shares; 2025Q4: 1,827 shares; 2026Q1: 1,702 shares; 2026Q2: 1,580 shares 1,580 $232K 0.09% -122 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 1,831 shares; 2026Q1: 1,831 shares; 2026Q2: 1,831 shares 1,831 $221K 0.09% 0 Timeline IWD 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: 1,174 shares; 2025Q3: 996 shares; 2025Q4: 996 shares; 2026Q1: not reported; 2026Q2: 872 shares 872 $211K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619 shares 619 $202K 0.08% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321 shares; 2025Q3: 377 shares; 2025Q4: 371 shares; 2026Q1: 372 shares; 2026Q2: 358 shares 358 $202K 0.08% -14 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: 13,415 shares; 2024Q4: 14,175 shares; 2025Q1: 87,486 shares; 2025Q2: 95,551 shares; 2025Q3: 97,272 shares; 2025Q4: 99,621 shares; 2026Q1: 133,911 shares; 2026Q2: 3,371 shares 3,371 $201K 0.08% -130,540 Timeline