IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,333 shares; 2024Q4: 124,243 shares; 2025Q1: 124,476 shares; 2025Q2: 119,545 shares; 2025Q3: 118,718 shares; 2025Q4: 118,827 shares; 2026Q1: 117,897 shares; 2026Q2: 116,249 shares 116,249 $16M 7.27% -1,648 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: 38,336 shares; 2024Q4: 38,495 shares; 2025Q1: 38,832 shares; 2025Q2: 38,994 shares; 2025Q3: 39,555 shares; 2025Q4: 39,956 shares; 2026Q1: 40,584 shares; 2026Q2: 42,042 shares 42,042 $12.2M 5.53% +1,458 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: 12,294 shares; 2024Q4: 12,964 shares; 2025Q1: 14,491 shares; 2025Q2: 10,473 shares; 2025Q3: 10,404 shares; 2025Q4: 10,428 shares; 2026Q1: 12,148 shares; 2026Q2: 14,997 shares 14,997 $11.2M 5.11% +2,849 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: 76,258 shares; 2024Q4: 75,853 shares; 2025Q1: 76,155 shares; 2025Q2: 73,383 shares; 2025Q3: 73,466 shares; 2025Q4: 72,598 shares; 2026Q1: 72,563 shares; 2026Q2: 72,472 shares 72,472 $9.31M 4.23% -91 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: 24,879 shares; 2024Q4: 23,991 shares; 2025Q1: 26,156 shares; 2025Q2: 25,941 shares; 2025Q3: 27,574 shares; 2025Q4: 27,440 shares; 2026Q1: 22,412 shares; 2026Q2: 20,714 shares 20,714 $7.58M 3.45% -1,698 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,714 shares; 2024Q4: 70,263 shares; 2025Q1: 70,263 shares; 2025Q2: 68,193 shares; 2025Q3: 58,444 shares; 2025Q4: 56,947 shares; 2026Q1: 53,299 shares; 2026Q2: 47,110 shares 47,110 $6.25M 2.84% -6,189 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: 5,968 shares; 2024Q4: 5,950 shares; 2025Q1: 5,952 shares; 2025Q2: 8,554 shares; 2025Q3: 8,525 shares; 2025Q4: 8,369 shares; 2026Q1: 8,369 shares; 2026Q2: 8,370 shares 8,370 $6.25M 2.84% +1 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: 26,098 shares; 2024Q4: 24,427 shares; 2025Q1: 25,841 shares; 2025Q2: 26,769 shares; 2025Q3: 26,919 shares; 2025Q4: 30,451 shares; 2026Q1: 29,307 shares; 2026Q2: 26,920 shares 26,920 $6.11M 2.78% -2,387 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: 15,533 shares; 2024Q4: 15,644 shares; 2025Q1: 15,775 shares; 2025Q2: 15,327 shares; 2025Q3: 15,472 shares; 2025Q4: 15,974 shares; 2026Q1: 16,115 shares; 2026Q2: 16,081 shares 16,081 $6M 2.73% -34 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: 12,010 shares; 2024Q4: 12,010 shares; 2025Q1: 12,010 shares; 2025Q2: 12,010 shares; 2025Q3: 12,010 shares; 2025Q4: 12,141 shares; 2026Q1: 12,044 shares; 2026Q2: 48,176 shares 48,176 $5.98M 2.72% +36,132 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: 24,645 shares; 2024Q4: 24,691 shares; 2025Q1: 25,217 shares; 2025Q2: 25,909 shares; 2025Q3: 25,479 shares; 2025Q4: 25,382 shares; 2026Q1: 25,107 shares; 2026Q2: 25,182 shares 25,182 $5.96M 2.71% +75 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: 34,999 shares; 2024Q4: 34,905 shares; 2025Q1: 35,323 shares; 2025Q2: 34,890 shares; 2025Q3: 35,213 shares; 2025Q4: 35,697 shares; 2026Q1: 35,428 shares; 2026Q2: 35,530 shares 35,530 $4.86M 2.21% +102 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: 13,243 shares; 2024Q4: 15,870 shares; 2025Q1: 12,704 shares; 2025Q2: 21,904 shares; 2025Q3: 19,945 shares; 2025Q4: 22,199 shares; 2026Q1: 18,550 shares; 2026Q2: 18,049 shares 18,049 $4.38M 1.99% -501 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,344 shares; 2024Q4: 39,496 shares; 2025Q1: 32,293 shares; 2025Q2: 31,456 shares; 2025Q3: 25,400 shares; 2025Q4: 24,199 shares; 2026Q1: 32,576 shares; 2026Q2: 32,280 shares 32,280 $4.02M 1.83% -296 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,684 shares; 2024Q4: 15,980 shares; 2025Q1: 16,864 shares; 2025Q2: 16,956 shares; 2025Q3: 15,026 shares; 2025Q4: 14,937 shares; 2026Q1: 14,841 shares; 2026Q2: 14,834 shares 14,834 $3.74M 1.7% -7 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,419 shares; 2024Q4: 3,520 shares; 2025Q1: 3,546 shares; 2025Q2: 3,294 shares; 2025Q3: 3,213 shares; 2025Q4: 3,519 shares; 2026Q1: 3,453 shares; 2026Q2: 29,065 shares 29,065 $3.47M 1.58% +25,612 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,368 shares; 2024Q4: 57,020 shares; 2025Q1: 49,123 shares; 2025Q2: 59,113 shares; 2025Q3: 53,455 shares; 2025Q4: 52,897 shares; 2026Q1: 53,815 shares; 2026Q2: 41,539 shares 41,539 $3.18M 1.45% -12,276 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: 17,373 shares; 2024Q4: 15,875 shares; 2025Q1: 14,660 shares; 2025Q2: 14,812 shares; 2025Q3: 15,186 shares; 2025Q4: 15,334 shares; 2026Q1: 14,878 shares; 2026Q2: 15,063 shares 15,063 $3.01M 1.37% +185 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: 36,995 shares; 2024Q4: 39,621 shares; 2025Q1: 37,926 shares; 2025Q2: 38,093 shares; 2025Q3: 45,200 shares; 2025Q4: 47,837 shares; 2026Q1: 44,474 shares; 2026Q2: 44,243 shares 44,243 $3.01M 1.37% -231 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,118 shares; 2024Q4: 44,772 shares; 2025Q1: 48,776 shares; 2025Q2: 47,661 shares; 2025Q3: 40,748 shares; 2025Q4: 42,066 shares; 2026Q1: 45,639 shares; 2026Q2: 62,058 shares 62,058 $2.86M 1.3% +16,419 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: 5,940 shares; 2024Q4: 6,075 shares; 2025Q1: 6,339 shares; 2025Q2: 7,596 shares; 2025Q3: 7,387 shares; 2025Q4: 7,385 shares; 2026Q1: 7,811 shares; 2026Q2: 7,933 shares 7,933 $2.84M 1.29% +122 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: 8,604 shares; 2024Q4: 8,650 shares; 2025Q1: 8,745 shares; 2025Q2: 8,604 shares; 2025Q3: 8,665 shares; 2025Q4: 8,171 shares; 2026Q1: 7,772 shares; 2026Q2: 7,746 shares 7,746 $2.54M 1.15% -26 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: 9,116 shares; 2024Q4: 8,674 shares; 2025Q1: 9,211 shares; 2025Q2: 9,152 shares; 2025Q3: 9,151 shares; 2025Q4: 9,151 shares; 2026Q1: 9,237 shares; 2026Q2: 9,238 shares 9,238 $2.35M 1.07% +1 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: 9,094 shares; 2024Q4: 10,078 shares; 2025Q1: 10,536 shares; 2025Q2: 12,231 shares; 2025Q3: 12,680 shares; 2025Q4: 13,161 shares; 2026Q1: 13,582 shares; 2026Q2: 13,764 shares 13,764 $2.18M 0.99% +182 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: 9,348 shares; 2024Q4: 9,363 shares; 2025Q1: 9,450 shares; 2025Q2: 9,425 shares; 2025Q3: 9,446 shares; 2025Q4: 9,403 shares; 2026Q1: 10,085 shares; 2026Q2: 9,934 shares 9,934 $2.08M 0.94% -151 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: 7,492 shares; 2024Q4: 7,608 shares; 2025Q1: 8,003 shares; 2025Q2: 7,995 shares; 2025Q3: 8,272 shares; 2025Q4: 8,395 shares; 2026Q1: 8,663 shares; 2026Q2: 8,658 shares 8,658 $2.06M 0.94% -5 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: 4,385 shares; 2024Q4: 8,383 shares; 2025Q1: 13,984 shares; 2025Q2: 24,543 shares; 2025Q3: 25,782 shares; 2025Q4: 32,706 shares; 2026Q1: 31,664 shares; 2026Q2: 24,483 shares 24,483 $2.03M 0.92% -7,181 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: 21,783 shares; 2024Q4: 21,778 shares; 2025Q1: 21,931 shares; 2025Q2: 21,831 shares; 2025Q3: 21,912 shares; 2025Q4: 21,893 shares; 2026Q1: 21,874 shares; 2026Q2: 21,874 shares 21,874 $1.78M 0.81% 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: 3,483 shares; 2024Q4: 3,479 shares; 2025Q1: 3,495 shares; 2025Q2: 3,490 shares; 2025Q3: 3,490 shares; 2025Q4: 3,488 shares; 2026Q1: 3,489 shares; 2026Q2: 3,489 shares 3,489 $1.78M 0.81% 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: 13,188 shares; 2024Q4: 13,256 shares; 2025Q1: 13,441 shares; 2025Q2: 13,288 shares; 2025Q3: 13,285 shares; 2025Q4: 13,281 shares; 2026Q1: 13,256 shares; 2026Q2: 15,662 shares 15,662 $1.77M 0.81% +2,406 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,091 shares; 2024Q4: 2,127 shares; 2025Q1: 2,163 shares; 2025Q2: 2,101 shares; 2025Q3: 2,107 shares; 2025Q4: 2,112 shares; 2026Q1: 2,113 shares; 2026Q2: 1,661 shares 1,661 $1.77M 0.8% -452 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,176 shares; 2024Q4: 27,503 shares; 2025Q1: 28,813 shares; 2025Q2: 25,140 shares; 2025Q3: 25,635 shares; 2025Q4: 24,361 shares; 2026Q1: 24,346 shares; 2026Q2: 32,933 shares 32,933 $1.67M 0.76% +8,587 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,181 shares; 2024Q4: 39,083 shares; 2025Q1: 39,657 shares; 2025Q2: 39,480 shares; 2025Q3: 39,346 shares; 2025Q4: 39,275 shares; 2026Q1: 39,263 shares; 2026Q2: 39,108 shares 39,108 $1.64M 0.74% -155 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: 8,854 shares; 2024Q4: 30,657 shares; 2025Q1: 32,976 shares; 2025Q2: 40,509 shares; 2025Q3: 44,556 shares; 2025Q4: 46,839 shares; 2026Q1: 46,959 shares; 2026Q2: 48,852 shares 48,852 $1.55M 0.7% +1,893 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: 19,467 shares; 2024Q4: 18,442 shares; 2025Q1: 17,558 shares; 2025Q2: 14,970 shares; 2025Q3: 14,477 shares; 2025Q4: 14,975 shares; 2026Q1: 14,948 shares; 2026Q2: 14,948 shares 14,948 $1.44M 0.66% 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: 10,984 shares; 2024Q4: not reported; 2025Q1: 9,655 shares; 2025Q2: 9,608 shares; 2025Q3: 9,608 shares; 2025Q4: 9,725 shares; 2026Q1: 9,724 shares; 2026Q2: 9,857 shares 9,857 $1.38M 0.63% +133 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,333 shares; 2024Q4: 26,605 shares; 2025Q1: 24,709 shares; 2025Q2: 24,158 shares; 2025Q3: 23,664 shares; 2025Q4: 23,787 shares; 2026Q1: 23,830 shares; 2026Q2: 23,880 shares 23,880 $1.33M 0.6% +50 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: 9,576 shares; 2024Q4: 8,231 shares; 2025Q1: 8,833 shares; 2025Q2: 8,654 shares; 2025Q3: 8,520 shares; 2025Q4: 14,525 shares; 2026Q1: 14,720 shares; 2026Q2: 12,215 shares 12,215 $1.31M 0.6% -2,505 Timeline BAI 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: not reported; 2025Q1: not reported; 2025Q2: 13,292 shares; 2025Q3: 21,379 shares; 2025Q4: 24,073 shares; 2026Q1: 30,871 shares; 2026Q2: 24,852 shares 24,852 $1.31M 0.6% -6,019 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,735 shares; 2024Q4: 9,992 shares; 2025Q1: 9,284 shares; 2025Q2: 8,806 shares; 2025Q3: 8,588 shares; 2025Q4: 8,588 shares; 2026Q1: 8,042 shares; 2026Q2: 7,957 shares 7,957 $1.3M 0.59% -85 Timeline MTUM 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: 2,846 shares; 2025Q1: 3,032 shares; 2025Q2: 3,028 shares; 2025Q3: 3,041 shares; 2025Q4: 3,981 shares; 2026Q1: 4,407 shares; 2026Q2: 3,668 shares 3,668 $1.26M 0.57% -739 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: 1,442 shares; 2024Q4: 1,558 shares; 2025Q1: 1,658 shares; 2025Q2: 1,665 shares; 2025Q3: 2,061 shares; 2025Q4: 1,961 shares; 2026Q1: 2,208 shares; 2026Q2: 2,223 shares 2,223 $1.25M 0.57% +15 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: 6,032 shares; 2024Q4: 6,127 shares; 2025Q1: 6,164 shares; 2025Q2: 6,073 shares; 2025Q3: 6,087 shares; 2025Q4: 5,947 shares; 2026Q1: 6,050 shares; 2026Q2: 8,466 shares 8,466 $1.24M 0.56% +2,416 Timeline SCHZ 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: 26,902 shares; 2024Q4: 54,051 shares; 2025Q1: 54,336 shares; 2025Q2: 53,475 shares; 2025Q3: 53,226 shares; 2025Q4: 52,514 shares; 2026Q1: 51,219 shares; 2026Q2: 51,769 shares 51,769 $1.2M 0.54% +550 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,528 shares; 2024Q4: 18,522 shares; 2025Q1: 17,405 shares; 2025Q2: 11,293 shares; 2025Q3: 11,098 shares; 2025Q4: 11,098 shares; 2026Q1: 11,098 shares; 2026Q2: 11,098 shares 11,098 $1.14M 0.52% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,948 shares; 2024Q4: 13,073 shares; 2025Q1: 13,890 shares; 2025Q2: 14,555 shares; 2025Q3: 13,687 shares; 2025Q4: 10,462 shares; 2026Q1: 9,562 shares; 2026Q2: 5,047 shares 5,047 $1.11M 0.5% -4,515 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: 10,882 shares; 2024Q4: 10,775 shares; 2025Q1: 11,187 shares; 2025Q2: 10,822 shares; 2025Q3: 10,983 shares; 2025Q4: 10,984 shares; 2026Q1: 10,959 shares; 2026Q2: 9,424 shares 9,424 $1.11M 0.5% -1,535 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,952 shares; 2024Q4: 2,518 shares; 2025Q1: 2,523 shares; 2025Q2: 2,431 shares; 2025Q3: 2,435 shares; 2025Q4: 2,434 shares; 2026Q1: 2,268 shares; 2026Q2: 2,512 shares 2,512 $1.07M 0.49% +244 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: 18,835 shares; 2024Q4: 18,584 shares; 2025Q1: 18,441 shares; 2025Q2: 17,677 shares; 2025Q3: 17,831 shares; 2025Q4: 17,979 shares; 2026Q1: 18,211 shares; 2026Q2: 18,519 shares 18,519 $1.07M 0.49% +308 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: 2,076 shares; 2024Q4: 2,237 shares; 2025Q1: 2,115 shares; 2025Q2: 2,044 shares; 2025Q3: 2,035 shares; 2025Q4: 1,995 shares; 2026Q1: 1,994 shares; 2026Q2: 11,689 shares 11,689 $1.01M 0.46% +9,695 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: 6,207 shares; 2024Q4: 6,207 shares; 2025Q1: 6,207 shares; 2025Q2: 6,207 shares; 2025Q3: 6,207 shares; 2025Q4: 6,207 shares; 2026Q1: 6,207 shares; 2026Q2: 6,207 shares 6,207 $970K 0.44% 0 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: 10,432 shares; 2024Q4: 10,432 shares; 2025Q1: 10,432 shares; 2025Q2: 10,417 shares; 2025Q3: 10,417 shares; 2025Q4: 10,417 shares; 2026Q1: 10,417 shares; 2026Q2: 10,717 shares 10,717 $941K 0.43% +300 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: 1,023 shares; 2024Q4: 1,154 shares; 2025Q1: 1,579 shares; 2025Q2: 1,798 shares; 2025Q3: 1,740 shares; 2025Q4: 1,751 shares; 2026Q1: 2,114 shares; 2026Q2: 2,199 shares 2,199 $925K 0.42% +85 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: 3,354 shares; 2024Q4: 3,365 shares; 2025Q1: 3,382 shares; 2025Q2: 3,391 shares; 2025Q3: 3,392 shares; 2025Q4: 3,388 shares; 2026Q1: 3,387 shares; 2026Q2: 3,387 shares 3,387 $916K 0.42% 0 Timeline BLCR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,606 shares; 2026Q2: 17,196 shares 17,196 $866K 0.39% +1,590 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: 11,445 shares; 2024Q4: 11,427 shares; 2025Q1: 12,903 shares; 2025Q2: 12,537 shares; 2025Q3: 12,537 shares; 2025Q4: 12,386 shares; 2026Q1: 12,386 shares; 2026Q2: 12,386 shares 12,386 $847K 0.39% 0 Timeline CORO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,287 shares 22,287 $816K 0.37% new 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: 5,625 shares; 2024Q4: 5,584 shares; 2025Q1: 5,546 shares; 2025Q2: 5,546 shares; 2025Q3: 5,490 shares; 2025Q4: 5,342 shares; 2026Q1: 5,334 shares; 2026Q2: 5,313 shares 5,313 $788K 0.36% -21 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: 4,207 shares; 2024Q4: 4,179 shares; 2025Q1: 4,317 shares; 2025Q2: 4,268 shares; 2025Q3: 4,264 shares; 2025Q4: 4,266 shares; 2026Q1: 4,252 shares; 2026Q2: 4,252 shares 4,252 $769K 0.35% 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: 2,109 shares; 2024Q4: 2,109 shares; 2025Q1: 2,110 shares; 2025Q2: 2,110 shares; 2025Q3: 2,211 shares; 2025Q4: 2,187 shares; 2026Q1: 2,163 shares; 2026Q2: 2,156 shares 2,156 $762K 0.35% -7 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: 9,764 shares; 2024Q4: 9,764 shares; 2025Q1: 9,764 shares; 2025Q2: 9,764 shares; 2025Q3: 9,764 shares; 2025Q4: 9,764 shares; 2026Q1: 9,764 shares; 2026Q2: 9,764 shares 9,764 $757K 0.34% 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: 11,891 shares; 2024Q4: 11,387 shares; 2025Q1: 11,410 shares; 2025Q2: 16,500 shares; 2025Q3: 16,478 shares; 2025Q4: 15,874 shares; 2026Q1: 10,342 shares; 2026Q2: 10,443 shares 10,443 $744K 0.34% +101 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: 2,067 shares; 2024Q4: 2,096 shares; 2025Q1: 2,062 shares; 2025Q2: 2,019 shares; 2025Q3: 2,060 shares; 2025Q4: 2,061 shares; 2026Q1: 2,091 shares; 2026Q2: 2,098 shares 2,098 $740K 0.34% +7 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,697 shares; 2024Q4: 9,697 shares; 2025Q1: 9,697 shares; 2025Q2: 9,697 shares; 2025Q3: 9,697 shares; 2025Q4: 9,697 shares; 2026Q1: 9,697 shares; 2026Q2: 9,697 shares 9,697 $735K 0.33% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,468 shares; 2024Q4: 2,451 shares; 2025Q1: 7,317 shares; 2025Q2: 9,606 shares; 2025Q3: 10,780 shares; 2025Q4: 10,098 shares; 2026Q1: 10,242 shares; 2026Q2: 7,267 shares 7,267 $729K 0.33% -2,975 Timeline IDEF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,259 shares; 2026Q2: 22,135 shares 22,135 $703K 0.32% +876 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: 7,988 shares; 2024Q4: 7,968 shares; 2025Q1: 8,022 shares; 2025Q2: 8,007 shares; 2025Q3: 7,214 shares; 2025Q4: 7,165 shares; 2026Q1: 7,143 shares; 2026Q2: 7,271 shares 7,271 $696K 0.32% +128 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: 1,170 shares; 2026Q1: 1,142 shares; 2026Q2: 1,190 shares 1,190 $691K 0.31% +48 Timeline THRO 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: not reported; 2025Q1: not reported; 2025Q2: 17,386 shares; 2025Q3: 17,452 shares; 2025Q4: 19,162 shares; 2026Q1: 25,230 shares; 2026Q2: 15,788 shares 15,788 $681K 0.31% -9,442 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,075 shares; 2024Q4: 5,639 shares; 2025Q1: 5,574 shares; 2025Q2: 5,574 shares; 2025Q3: 5,709 shares; 2025Q4: 6,331 shares; 2026Q1: 6,787 shares; 2026Q2: 7,194 shares 7,194 $680K 0.31% +407 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,047 shares; 2024Q4: 8,037 shares; 2025Q1: 8,082 shares; 2025Q2: 7,923 shares; 2025Q3: 7,715 shares; 2025Q4: 6,864 shares; 2026Q1: 6,953 shares; 2026Q2: 6,953 shares 6,953 $671K 0.3% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,357 shares; 2024Q4: 2,343 shares; 2025Q1: 2,424 shares; 2025Q2: 2,410 shares; 2025Q3: 2,420 shares; 2025Q4: 2,428 shares; 2026Q1: 2,546 shares; 2026Q2: 2,648 shares 2,648 $666K 0.3% +102 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: 15,194 shares; 2024Q4: 14,642 shares; 2025Q1: 15,380 shares; 2025Q2: 15,276 shares; 2025Q3: 15,327 shares; 2025Q4: 15,212 shares; 2026Q1: 15,282 shares; 2026Q2: 15,633 shares 15,633 $662K 0.3% +351 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: 656 shares; 2025Q1: 660 shares; 2025Q2: 644 shares; 2025Q3: 659 shares; 2025Q4: 657 shares; 2026Q1: 666 shares; 2026Q2: 666 shares 666 $640K 0.29% 0 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: 542 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 533 shares; 2026Q2: 533 shares 533 $639K 0.29% 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: 637 shares; 2024Q4: 637 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 623 shares; 2026Q2: 631 shares 631 $638K 0.29% +8 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: 29,594 shares; 2024Q4: 29,225 shares; 2025Q1: 29,762 shares; 2025Q2: 29,634 shares; 2025Q3: 29,448 shares; 2025Q4: 29,259 shares; 2026Q1: 29,010 shares; 2026Q2: 29,408 shares 29,408 $609K 0.28% +398 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,851 shares; 2025Q2: 4,851 shares; 2025Q3: 4,851 shares; 2025Q4: 4,851 shares; 2026Q1: 4,851 shares; 2026Q2: 4,851 shares 4,851 $589K 0.27% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581 shares; 2024Q4: 587 shares; 2025Q1: 609 shares; 2025Q2: 589 shares; 2025Q3: 601 shares; 2025Q4: 600 shares; 2026Q1: 601 shares; 2026Q2: 601 shares 601 $588K 0.27% 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: 1,959 shares; 2024Q4: 1,971 shares; 2025Q1: 1,994 shares; 2025Q2: 1,937 shares; 2025Q3: 1,936 shares; 2025Q4: 1,970 shares; 2026Q1: 1,964 shares; 2026Q2: 2,073 shares 2,073 $583K 0.27% +109 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,550 shares; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares; 2026Q1: 1,539 shares; 2026Q2: 1,518 shares 1,518 $567K 0.26% -21 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: 994 shares; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares; 2026Q2: 1,098 shares 1,098 $549K 0.25% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,452 shares; 2025Q3: 1,433 shares; 2025Q4: 1,385 shares; 2026Q1: 1,373 shares; 2026Q2: 1,457 shares 1,457 $539K 0.25% +84 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,037 shares; 2025Q2: 2,967 shares; 2025Q3: 2,999 shares; 2025Q4: 3,001 shares; 2026Q1: 2,985 shares; 2026Q2: 3,218 shares 3,218 $533K 0.24% +233 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,230 shares 1,230 $531K 0.24% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 3,682 shares; 2025Q2: 3,723 shares; 2025Q3: 3,723 shares; 2025Q4: 3,723 shares; 2026Q1: 3,723 shares; 2026Q2: 3,791 shares 3,791 $527K 0.24% +68 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,017 shares; 2025Q3: 1,027 shares; 2025Q4: 1,057 shares; 2026Q1: 1,057 shares; 2026Q2: 6,342 shares 6,342 $524K 0.24% +5,285 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,556 shares; 2024Q4: 2,552 shares; 2025Q1: 2,551 shares; 2025Q2: 2,551 shares; 2025Q3: 2,551 shares; 2025Q4: 2,551 shares; 2026Q1: 2,551 shares; 2026Q2: 2,552 shares 2,552 $510K 0.23% +1 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares; 2026Q2: 1,690 shares 1,690 $504K 0.23% +510 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,100 shares; 2025Q1: 5,582 shares; 2025Q2: 6,414 shares; 2025Q3: 8,177 shares; 2025Q4: 9,494 shares; 2026Q1: 13,434 shares; 2026Q2: 14,634 shares 14,634 $487K 0.22% +1,200 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 956 shares; 2026Q2: 926 shares 926 $484K 0.22% -30 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: 6,108 shares; 2024Q4: 5,866 shares; 2025Q1: 7,883 shares; 2025Q2: 5,909 shares; 2025Q3: 5,912 shares; 2025Q4: 6,107 shares; 2026Q1: 2,876 shares; 2026Q2: 2,878 shares 2,878 $473K 0.21% +2 Timeline IALT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,668 shares 16,668 $468K 0.21% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,377 shares; 2025Q3: 1,377 shares; 2025Q4: 1,377 shares; 2026Q1: 1,377 shares; 2026Q2: 1,377 shares 1,377 $466K 0.21% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511 shares; 2024Q4: 2,101 shares; 2025Q1: 2,117 shares; 2025Q2: 1,678 shares; 2025Q3: 1,669 shares; 2025Q4: 1,673 shares; 2026Q1: 1,433 shares; 2026Q2: 1,434 shares 1,434 $451K 0.21% +1 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: 3,383 shares; 2024Q4: 3,375 shares; 2025Q1: 3,452 shares; 2025Q2: 3,277 shares; 2025Q3: 3,279 shares; 2025Q4: 3,279 shares; 2026Q1: 3,274 shares; 2026Q2: 3,274 shares 3,274 $448K 0.2% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $441K 0.2% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 1,974 shares 1,974 $437K 0.2% +24 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: 5,931 shares; 2024Q4: 5,931 shares; 2025Q1: 5,931 shares; 2025Q2: 5,931 shares; 2025Q3: 5,931 shares; 2025Q4: 5,661 shares; 2026Q1: 5,647 shares; 2026Q2: 5,647 shares 5,647 $435K 0.2% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,068 shares; 2026Q2: 18,944 shares 18,944 $432K 0.2% +3,876 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,611 shares; 2025Q1: 8,717 shares; 2025Q2: 7,888 shares; 2025Q3: 9,944 shares; 2025Q4: 11,131 shares; 2026Q1: 6,572 shares; 2026Q2: 5,573 shares 5,573 $421K 0.19% -999 Timeline FTCS 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: 4,433 shares; 2026Q1: 4,433 shares; 2026Q2: 4,433 shares 4,433 $416K 0.19% 0 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: 6,766 shares; 2024Q4: 6,904 shares; 2025Q1: 7,059 shares; 2025Q2: 6,723 shares; 2025Q3: 6,947 shares; 2025Q4: 6,994 shares; 2026Q1: 7,153 shares; 2026Q2: 7,285 shares 7,285 $415K 0.19% +132 Timeline WCC WESCO INTL INC More: the full row for WESCO 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: 1,165 shares; 2026Q1: 1,165 shares; 2026Q2: 1,165 shares 1,165 $402K 0.18% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,452 shares; 2024Q4: 1,452 shares; 2025Q1: 1,452 shares; 2025Q2: 1,452 shares; 2025Q3: 1,452 shares; 2025Q4: 1,452 shares; 2026Q1: 1,452 shares; 2026Q2: 1,452 shares 1,452 $393K 0.18% 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: 3,629 shares; 2024Q4: 3,629 shares; 2025Q1: 3,695 shares; 2025Q2: 3,669 shares; 2025Q3: 3,669 shares; 2025Q4: 3,646 shares; 2026Q1: 3,605 shares; 2026Q2: 3,949 shares 3,949 $391K 0.18% +344 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: 2,276 shares; 2024Q4: 1,024 shares; 2025Q1: not reported; 2025Q2: 1,041 shares; 2025Q3: 1,093 shares; 2025Q4: 1,049 shares; 2026Q1: 958 shares; 2026Q2: 982 shares 982 $371K 0.17% +24 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: not reported; 2024Q4: not reported; 2025Q1: 2,534 shares; 2025Q2: 2,439 shares; 2025Q3: 2,443 shares; 2025Q4: 2,451 shares; 2026Q1: 2,444 shares; 2026Q2: 2,444 shares 2,444 $353K 0.16% 0 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: 3,340 shares; 2024Q4: 3,340 shares; 2025Q1: 3,356 shares; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,197 shares; 2026Q1: 3,261 shares; 2026Q2: 3,197 shares 3,197 $351K 0.16% -64 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $348K 0.16% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962 shares; 2024Q4: 1,188 shares; 2025Q1: 1,476 shares; 2025Q2: not reported; 2025Q3: 611 shares; 2025Q4: 528 shares; 2026Q1: 504 shares; 2026Q2: 506 shares 506 $348K 0.16% +2 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: 1,223 shares; 2024Q4: 1,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 886 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares; 2026Q2: 1,156 shares 1,156 $347K 0.16% +62 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,955 shares; 2024Q4: 4,372 shares; 2025Q1: 5,049 shares; 2025Q2: 4,709 shares; 2025Q3: 4,575 shares; 2025Q4: 4,559 shares; 2026Q1: 4,590 shares; 2026Q2: 4,590 shares 4,590 $334K 0.15% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,848 shares 12,848 $329K 0.15% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,452 shares; 2024Q4: 1,461 shares; 2025Q1: 1,468 shares; 2025Q2: 1,463 shares; 2025Q3: 1,463 shares; 2025Q4: 1,448 shares; 2026Q1: 1,456 shares; 2026Q2: 1,456 shares 1,456 $326K 0.15% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,926 shares; 2024Q4: 1,910 shares; 2025Q1: 1,967 shares; 2025Q2: 1,894 shares; 2025Q3: 1,912 shares; 2025Q4: 1,696 shares; 2026Q1: 1,594 shares; 2026Q2: 1,693 shares 1,693 $313K 0.14% +99 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,566 shares; 2024Q4: 3,629 shares; 2025Q1: 3,878 shares; 2025Q2: 3,640 shares; 2025Q3: 3,664 shares; 2025Q4: 3,657 shares; 2026Q1: 3,674 shares; 2026Q2: 3,674 shares 3,674 $311K 0.14% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,989 shares; 2024Q4: 2,852 shares; 2025Q1: 3,158 shares; 2025Q2: 2,799 shares; 2025Q3: 2,884 shares; 2025Q4: 2,841 shares; 2026Q1: 2,981 shares; 2026Q2: 2,981 shares 2,981 $310K 0.14% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,199 shares; 2024Q4: 6,184 shares; 2025Q1: 6,184 shares; 2025Q2: 5,835 shares; 2025Q3: 5,835 shares; 2025Q4: 5,639 shares; 2026Q1: 5,639 shares; 2026Q2: 5,639 shares 5,639 $308K 0.14% 0 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 6,083 shares 6,083 $306K 0.14% 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: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares; 2025Q4: 1,998 shares; 2026Q1: 1,998 shares; 2026Q2: 2,516 shares 2,516 $296K 0.13% +518 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: 3,983 shares; 2024Q4: 4,005 shares; 2025Q1: 4,173 shares; 2025Q2: 4,128 shares; 2025Q3: 4,130 shares; 2025Q4: 4,116 shares; 2026Q1: 4,098 shares; 2026Q2: 4,098 shares 4,098 $295K 0.13% 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: 2,612 shares; 2025Q3: 2,686 shares; 2025Q4: 2,018 shares; 2026Q1: 2,079 shares; 2026Q2: 2,079 shares 2,079 $291K 0.13% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,192 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,430 shares; 2025Q4: 2,430 shares; 2026Q1: 2,683 shares; 2026Q2: 2,683 shares 2,683 $285K 0.13% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 3,027 shares; 2026Q2: 3,027 shares 3,027 $284K 0.13% 0 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,570 shares; 2024Q4: 11,570 shares; 2025Q1: 11,570 shares; 2025Q2: 11,570 shares; 2025Q3: 11,570 shares; 2025Q4: 11,570 shares; 2026Q1: 11,570 shares; 2026Q2: 11,570 shares 11,570 $283K 0.13% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,504 shares; 2024Q4: 2,523 shares; 2025Q1: 2,679 shares; 2025Q2: 2,391 shares; 2025Q3: 2,555 shares; 2025Q4: 2,571 shares; 2026Q1: 2,580 shares; 2026Q2: 2,580 shares 2,580 $278K 0.13% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,687 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,771 shares; 2025Q4: 4,802 shares; 2026Q1: 4,814 shares; 2026Q2: 4,814 shares 4,814 $271K 0.12% 0 Timeline IGM 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: 1,640 shares; 2025Q4: 1,640 shares; 2026Q1: not reported; 2026Q2: 1,640 shares 1,640 $268K 0.12% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,144 shares; 2025Q1: 8,579 shares; 2025Q2: 8,395 shares; 2025Q3: 8,399 shares; 2025Q4: 8,361 shares; 2026Q1: 8,357 shares; 2026Q2: 8,357 shares 8,357 $267K 0.12% 0 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: 4,362 shares; 2024Q4: not reported; 2025Q1: 4,497 shares; 2025Q2: 4,498 shares; 2025Q3: 4,498 shares; 2025Q4: 4,498 shares; 2026Q1: 4,419 shares; 2026Q2: 4,419 shares 4,419 $264K 0.12% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: 811 shares; 2025Q1: 827 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 838 shares; 2026Q1: 835 shares; 2026Q2: 832 shares 832 $260K 0.12% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares; 2026Q2: 2,170 shares 2,170 $255K 0.12% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,152 shares; 2026Q1: 4,163 shares; 2026Q2: 4,163 shares 4,163 $251K 0.11% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,832 shares; 2025Q3: 2,832 shares; 2025Q4: 2,832 shares; 2026Q1: 2,832 shares; 2026Q2: 2,832 shares 2,832 $251K 0.11% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 1,823 shares; 2026Q1: 1,840 shares; 2026Q2: 1,840 shares 1,840 $249K 0.11% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 691 shares; 2026Q2: 691 shares 691 $245K 0.11% 0 Timeline ARKW ARK ETF TR More: the full row for ARK 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: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares; 2026Q1: not reported; 2026Q2: 1,658 shares 1,658 $240K 0.11% new 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: 12,507 shares; 2024Q4: not reported; 2025Q1: 11,723 shares; 2025Q2: not reported; 2025Q3: 8,329 shares; 2025Q4: not reported; 2026Q1: 9,382 shares; 2026Q2: 9,841 shares 9,841 $237K 0.11% +459 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 862 shares 862 $234K 0.11% new 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: not reported; 2025Q1: 3,531 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,813 shares; 2026Q2: 2,813 shares 2,813 $232K 0.11% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 1,448 shares 1,448 $226K 0.1% new 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: 307 shares 307 $219K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,059 shares; 2025Q2: 4,059 shares; 2025Q3: 4,059 shares; 2025Q4: 4,059 shares; 2026Q1: 4,059 shares; 2026Q2: 4,059 shares 4,059 $218K 0.1% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 880 shares 880 $217K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 598 shares; 2026Q2: 598 shares 598 $217K 0.1% 0 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: not reported; 2025Q4: 2,533 shares; 2026Q1: not reported; 2026Q2: 1,303 shares 1,303 $214K 0.1% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW 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: 7,071 shares 7,071 $214K 0.1% new Timeline EMGF 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,911 shares 2,911 $213K 0.1% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,574 shares 1,574 $208K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 995 shares; 2025Q3: 997 shares; 2025Q4: 999 shares; 2026Q1: not reported; 2026Q2: 1,029 shares 1,029 $207K 0.09% new 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: 2,158 shares; 2024Q4: 2,179 shares; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,398 shares; 2026Q1: 1,398 shares; 2026Q2: 1,398 shares 1,398 $205K 0.09% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,339 shares; 2024Q4: 13,339 shares; 2025Q1: 13,339 shares; 2025Q2: 13,339 shares; 2025Q3: 13,339 shares; 2025Q4: 13,339 shares; 2026Q1: 13,339 shares; 2026Q2: 13,339 shares 13,339 $195K 0.09% 0 Timeline