DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,071,601 shares; 2024Q4: 1,134,008 shares; 2025Q1: 1,209,947 shares; 2025Q2: 1,238,601 shares; 2025Q3: 1,292,913 shares; 2025Q4: 1,370,853 shares; 2026Q1: 1,422,691 shares; 2026Q2: 1,463,610 shares 1,463,610 $60.4M 10.81% +40,919 Timeline VGSH 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: 693,782 shares; 2024Q4: 718,843 shares; 2025Q1: 748,434 shares; 2025Q2: 740,377 shares; 2025Q3: 767,539 shares; 2025Q4: 806,019 shares; 2026Q1: 842,298 shares; 2026Q2: 882,471 shares 882,471 $51.4M 9.2% +40,173 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: 275,731 shares; 2024Q4: 286,451 shares; 2025Q1: 297,155 shares; 2025Q2: 308,458 shares; 2025Q3: 320,217 shares; 2025Q4: 331,276 shares; 2026Q1: 333,782 shares; 2026Q2: 331,956 shares 331,956 $35.3M 6.32% -1,826 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: 168,738 shares; 2024Q4: 167,363 shares; 2025Q1: 166,123 shares; 2025Q2: 177,882 shares; 2025Q3: 177,492 shares; 2025Q4: 205,447 shares; 2026Q1: 204,434 shares; 2026Q2: 203,926 shares 203,926 $29.9M 5.36% -508 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: 39,940 shares; 2024Q4: 39,374 shares; 2025Q1: 39,312 shares; 2025Q2: 39,628 shares; 2025Q3: 39,920 shares; 2025Q4: 39,658 shares; 2026Q1: 38,809 shares; 2026Q2: 36,763 shares 36,763 $27.5M 4.93% -2,046 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,366 shares; 2024Q4: 188,942 shares; 2025Q1: 195,987 shares; 2025Q2: 200,674 shares; 2025Q3: 201,004 shares; 2025Q4: 199,958 shares; 2026Q1: 204,331 shares; 2026Q2: 205,402 shares 205,402 $26.3M 4.7% +1,071 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: 137,110 shares; 2024Q4: 140,216 shares; 2025Q1: 143,688 shares; 2025Q2: 146,688 shares; 2025Q3: 150,486 shares; 2025Q4: 153,925 shares; 2026Q1: 155,197 shares; 2026Q2: 155,902 shares 155,902 $24.6M 4.41% +705 Timeline DFAE 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: 381,228 shares; 2024Q4: 421,326 shares; 2025Q1: 468,365 shares; 2025Q2: 483,005 shares; 2025Q3: 509,241 shares; 2025Q4: 535,156 shares; 2026Q1: 562,413 shares; 2026Q2: 573,500 shares 573,500 $23.1M 4.13% +11,087 Timeline DFSV 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: 352,041 shares; 2024Q4: 384,625 shares; 2025Q1: 437,060 shares; 2025Q2: 456,519 shares; 2025Q3: 500,653 shares; 2025Q4: 555,493 shares; 2026Q1: 581,269 shares; 2026Q2: 587,003 shares 587,003 $22.8M 4.08% +5,734 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: 232,378 shares; 2024Q4: 245,106 shares; 2025Q1: 244,475 shares; 2025Q2: 241,199 shares; 2025Q3: 242,762 shares; 2025Q4: 246,853 shares; 2026Q1: 250,969 shares; 2026Q2: 250,190 shares 250,190 $19.5M 3.49% -779 Timeline DFAR 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: 395,535 shares; 2024Q4: 427,151 shares; 2025Q1: 478,110 shares; 2025Q2: 513,347 shares; 2025Q3: 566,884 shares; 2025Q4: 648,822 shares; 2026Q1: 703,935 shares; 2026Q2: 717,843 shares 717,843 $18.8M 3.36% +13,908 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: 61,467 shares; 2024Q4: 64,974 shares; 2025Q1: 65,739 shares; 2025Q2: 65,320 shares; 2025Q3: 63,929 shares; 2025Q4: 62,548 shares; 2026Q1: 63,253 shares; 2026Q2: 60,690 shares 60,690 $17.6M 3.15% -2,563 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: 18,757 shares; 2024Q4: 18,676 shares; 2025Q1: 18,668 shares; 2025Q2: 18,839 shares; 2025Q3: 18,546 shares; 2025Q4: 18,148 shares; 2026Q1: 18,147 shares; 2026Q2: 18,037 shares 18,037 $13.5M 2.41% -110 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: 41,507 shares; 2024Q4: 48,004 shares; 2025Q1: 49,476 shares; 2025Q2: 46,363 shares; 2025Q3: 43,073 shares; 2025Q4: 45,028 shares; 2026Q1: 49,878 shares; 2026Q2: 49,634 shares 49,634 $9.93M 1.78% -244 Timeline DFCF 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: 100,386 shares; 2024Q4: 166,379 shares; 2025Q1: 187,377 shares; 2025Q2: 188,921 shares; 2025Q3: 203,794 shares; 2025Q4: 210,429 shares; 2026Q1: 226,602 shares; 2026Q2: 206,965 shares 206,965 $8.74M 1.56% -19,637 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: 75,928 shares; 2024Q4: 77,129 shares; 2025Q1: 84,431 shares; 2025Q2: 85,046 shares; 2025Q3: 84,115 shares; 2025Q4: 83,657 shares; 2026Q1: 79,407 shares; 2026Q2: 74,650 shares 74,650 $7.21M 1.29% -4,757 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,846 shares; 2024Q4: 17,520 shares; 2025Q1: 18,122 shares; 2025Q2: 17,335 shares; 2025Q3: 17,119 shares; 2025Q4: 16,952 shares; 2026Q1: 17,212 shares; 2026Q2: 17,299 shares 17,299 $6.45M 1.16% +87 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,598 shares; 2024Q4: 201,598 shares; 2025Q1: 156,698 shares; 2025Q2: 155,998 shares; 2025Q3: 157,148 shares; 2025Q4: 157,207 shares; 2026Q1: 159,266 shares; 2026Q2: 160,011 shares 160,011 $5.19M 0.93% +745 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: 3,258 shares; 2024Q4: 3,518 shares; 2025Q1: 3,690 shares; 2025Q2: 3,852 shares; 2025Q3: 3,831 shares; 2025Q4: 3,705 shares; 2026Q1: 3,596 shares; 2026Q2: 3,627 shares 3,627 $4.35M 0.78% +31 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: 30,173 shares; 2024Q4: 30,224 shares; 2025Q1: 30,956 shares; 2025Q2: 31,919 shares; 2025Q3: 31,807 shares; 2025Q4: 31,910 shares; 2026Q1: 30,481 shares; 2026Q2: 30,358 shares 30,358 $3.69M 0.66% -123 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: 8,722 shares; 2024Q4: 8,279 shares; 2025Q1: 8,020 shares; 2025Q2: 8,059 shares; 2025Q3: 7,984 shares; 2025Q4: 7,919 shares; 2026Q1: 7,921 shares; 2026Q2: 28,602 shares 28,602 $3.55M 0.64% +20,681 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: 10,714 shares; 2024Q4: 12,513 shares; 2025Q1: 12,407 shares; 2025Q2: 11,951 shares; 2025Q3: 11,611 shares; 2025Q4: 10,229 shares; 2026Q1: 10,036 shares; 2026Q2: 9,860 shares 9,860 $3.48M 0.62% -176 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: 41,295 shares; 2024Q4: 41,234 shares; 2025Q1: 45,951 shares; 2025Q2: 46,268 shares; 2025Q3: 43,613 shares; 2025Q4: 43,677 shares; 2026Q1: 41,716 shares; 2026Q2: 40,852 shares 40,852 $3.38M 0.61% -864 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: 7,290 shares; 2024Q4: 7,432 shares; 2025Q1: 9,619 shares; 2025Q2: 8,589 shares; 2025Q3: 8,588 shares; 2025Q4: 8,572 shares; 2026Q1: 8,151 shares; 2026Q2: 8,654 shares 8,654 $3.23M 0.58% +503 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: 13,964 shares; 2024Q4: 14,050 shares; 2025Q1: 14,168 shares; 2025Q2: 13,980 shares; 2025Q3: 14,058 shares; 2025Q4: 12,837 shares; 2026Q1: 12,987 shares; 2026Q2: 13,269 shares 13,269 $3.16M 0.57% +282 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: 13,899 shares; 2024Q4: 13,515 shares; 2025Q1: 13,622 shares; 2025Q2: 13,501 shares; 2025Q3: 13,202 shares; 2025Q4: 12,833 shares; 2026Q1: 12,432 shares; 2026Q2: 12,417 shares 12,417 $3.15M 0.56% -15 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,691 shares; 2025Q3: 3,691 shares; 2025Q4: 2,505 shares; 2026Q1: 2,516 shares; 2026Q2: 2,649 shares 2,649 $3.06M 0.55% +133 Timeline VTWV 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: 14,162 shares; 2024Q4: 14,134 shares; 2025Q1: 14,371 shares; 2025Q2: 14,859 shares; 2025Q3: 14,876 shares; 2025Q4: 14,817 shares; 2026Q1: 14,087 shares; 2026Q2: 14,040 shares 14,040 $2.74M 0.49% -47 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: 7,811 shares; 2024Q4: 7,968 shares; 2025Q1: 8,131 shares; 2025Q2: 8,168 shares; 2025Q3: 8,008 shares; 2025Q4: 7,962 shares; 2026Q1: 8,116 shares; 2026Q2: 32,592 shares 32,592 $2.63M 0.47% +24,476 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: 11,502 shares; 2024Q4: 11,376 shares; 2025Q1: 11,344 shares; 2025Q2: 11,177 shares; 2025Q3: 10,955 shares; 2025Q4: 10,883 shares; 2026Q1: 10,772 shares; 2026Q2: 10,744 shares 10,744 $2.6M 0.47% -28 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: 5,397 shares; 2024Q4: 6,421 shares; 2025Q1: 6,632 shares; 2025Q2: 6,544 shares; 2025Q3: 7,608 shares; 2025Q4: 7,484 shares; 2026Q1: 7,613 shares; 2026Q2: 7,596 shares 7,596 $2.49M 0.45% -17 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: not reported; 2025Q1: 1,951 shares; 2025Q2: 12,887 shares; 2025Q3: 12,887 shares; 2025Q4: 12,915 shares; 2026Q1: 14,612 shares; 2026Q2: 14,611 shares 14,611 $2.48M 0.45% -1 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,092 shares; 2024Q4: 47,586 shares; 2025Q1: 49,899 shares; 2025Q2: 50,840 shares; 2025Q3: 50,492 shares; 2025Q4: 50,430 shares; 2026Q1: 51,209 shares; 2026Q2: 51,424 shares 51,424 $2.48M 0.44% +215 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: 11,448 shares; 2024Q4: 11,352 shares; 2025Q1: 11,161 shares; 2025Q2: 11,452 shares; 2025Q3: 11,613 shares; 2025Q4: 11,348 shares; 2026Q1: 10,965 shares; 2026Q2: 10,791 shares 10,791 $2.45M 0.44% -174 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: 4,043 shares; 2024Q4: 7,195 shares; 2025Q1: 8,146 shares; 2025Q2: 7,992 shares; 2025Q3: 7,981 shares; 2025Q4: 6,305 shares; 2026Q1: 6,502 shares; 2026Q2: 6,394 shares 6,394 $2.42M 0.43% -108 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: 18,028 shares; 2024Q4: 17,375 shares; 2025Q1: 17,507 shares; 2025Q2: 17,476 shares; 2025Q3: 17,245 shares; 2025Q4: 17,238 shares; 2026Q1: 16,143 shares; 2026Q2: 16,251 shares 16,251 $2.22M 0.4% +108 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: 1,517 shares; 2024Q4: 1,603 shares; 2025Q1: 1,902 shares; 2025Q2: 1,845 shares; 2025Q3: 1,868 shares; 2025Q4: 1,895 shares; 2026Q1: 1,798 shares; 2026Q2: 1,802 shares 1,802 $2.12M 0.38% +4 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: 69,862 shares; 2024Q4: 69,666 shares; 2025Q1: 69,327 shares; 2025Q2: 69,207 shares; 2025Q3: 40,970 shares; 2025Q4: 41,696 shares; 2026Q1: 37,671 shares; 2026Q2: 37,515 shares 37,515 $2.11M 0.38% -156 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: 1,683 shares; 2024Q4: 1,792 shares; 2025Q1: 1,798 shares; 2025Q2: 1,806 shares; 2025Q3: 2,230 shares; 2025Q4: 2,886 shares; 2026Q1: 2,895 shares; 2026Q2: 3,011 shares 3,011 $2.07M 0.37% +116 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: 16,217 shares; 2024Q4: 16,673 shares; 2025Q1: 18,150 shares; 2025Q2: 17,057 shares; 2025Q3: 16,566 shares; 2025Q4: 16,519 shares; 2026Q1: 15,704 shares; 2026Q2: 15,763 shares 15,763 $2.03M 0.36% +59 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: 12,039 shares; 2024Q4: 11,436 shares; 2025Q1: 11,076 shares; 2025Q2: 10,555 shares; 2025Q3: 10,202 shares; 2025Q4: 9,875 shares; 2026Q1: 9,360 shares; 2026Q2: 9,080 shares 9,080 $2.01M 0.36% -280 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: 19,806 shares; 2024Q4: 16,711 shares; 2025Q1: 16,861 shares; 2025Q2: 17,718 shares; 2025Q3: 17,007 shares; 2025Q4: 15,890 shares; 2026Q1: 14,794 shares; 2026Q2: 14,291 shares 14,291 $2M 0.36% -503 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: 5,410 shares; 2024Q4: 6,314 shares; 2025Q1: 6,533 shares; 2025Q2: 6,249 shares; 2025Q3: 5,315 shares; 2025Q4: 5,322 shares; 2026Q1: 5,537 shares; 2026Q2: 5,478 shares 5,478 $1.96M 0.35% -59 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: 13,522 shares; 2024Q4: 17,698 shares; 2025Q1: 16,586 shares; 2025Q2: 18,328 shares; 2025Q3: 18,748 shares; 2025Q4: 18,663 shares; 2026Q1: 18,663 shares; 2026Q2: 18,729 shares 18,729 $1.85M 0.33% +66 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,140 shares; 2024Q4: 4,292 shares; 2025Q1: 4,471 shares; 2025Q2: 4,450 shares; 2025Q3: 4,824 shares; 2025Q4: 4,771 shares; 2026Q1: 4,886 shares; 2026Q2: 4,814 shares 4,814 $1.78M 0.32% -72 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: 14,460 shares; 2024Q4: 14,513 shares; 2025Q1: 14,457 shares; 2025Q2: 14,389 shares; 2025Q3: 14,078 shares; 2025Q4: 13,736 shares; 2026Q1: 12,795 shares; 2026Q2: 13,296 shares 13,296 $1.68M 0.3% +501 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,697 shares; 2024Q4: 2,257 shares; 2025Q1: 2,164 shares; 2025Q2: 2,236 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares; 2026Q1: 2,261 shares; 2026Q2: 2,260 shares 2,260 $1.66M 0.3% -1 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: 8,858 shares; 2024Q4: 9,582 shares; 2025Q1: 9,591 shares; 2025Q2: 9,884 shares; 2025Q3: 10,041 shares; 2025Q4: 10,112 shares; 2026Q1: 9,952 shares; 2026Q2: 10,573 shares 10,573 $1.57M 0.28% +621 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: 4,292 shares; 2024Q4: 3,715 shares; 2025Q1: 3,732 shares; 2025Q2: 3,732 shares; 2025Q3: 3,432 shares; 2025Q4: 3,515 shares; 2026Q1: 3,231 shares; 2026Q2: 3,515 shares 3,515 $1.48M 0.26% +284 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: 11,372 shares; 2024Q4: 11,489 shares; 2025Q1: 12,097 shares; 2025Q2: 12,087 shares; 2025Q3: 12,125 shares; 2025Q4: 12,177 shares; 2026Q1: 12,476 shares; 2026Q2: 12,440 shares 12,440 $1.46M 0.26% -36 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,069 shares; 2024Q4: 8,069 shares; 2025Q1: 8,035 shares; 2025Q2: 8,035 shares; 2025Q3: 7,806 shares; 2025Q4: 7,838 shares; 2026Q1: 7,838 shares; 2026Q2: 7,849 shares 7,849 $1.45M 0.26% +11 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,865 shares; 2025Q2: 12,944 shares; 2025Q3: 13,021 shares; 2025Q4: 13,106 shares; 2026Q1: 15,321 shares; 2026Q2: 15,425 shares 15,425 $1.39M 0.25% +104 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,775 shares; 2025Q2: 41,775 shares; 2025Q3: 41,775 shares; 2025Q4: 41,775 shares; 2026Q1: 41,775 shares; 2026Q2: 41,775 shares 41,775 $1.37M 0.25% 0 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: 1,550 shares; 2024Q4: 2,072 shares; 2025Q1: 2,155 shares; 2025Q2: 2,050 shares; 2025Q3: 2,103 shares; 2025Q4: 2,164 shares; 2026Q1: 2,175 shares; 2026Q2: 2,328 shares 2,328 $1.31M 0.23% +153 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,613 shares; 2024Q4: 5,738 shares; 2025Q1: 5,704 shares; 2025Q2: 5,740 shares; 2025Q3: 5,654 shares; 2025Q4: 5,227 shares; 2026Q1: 5,121 shares; 2026Q2: 5,070 shares 5,070 $1.28M 0.23% -51 Timeline JEPI 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: 24,288 shares; 2024Q4: 24,281 shares; 2025Q1: 25,416 shares; 2025Q2: 25,408 shares; 2025Q3: 25,525 shares; 2025Q4: 23,198 shares; 2026Q1: 21,891 shares; 2026Q2: 22,074 shares 22,074 $1.25M 0.22% +183 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: 3,279 shares; 2024Q4: 4,919 shares; 2025Q1: 4,695 shares; 2025Q2: 5,116 shares; 2025Q3: 5,327 shares; 2025Q4: 5,244 shares; 2026Q1: 5,222 shares; 2026Q2: 5,222 shares 5,222 $1.24M 0.22% 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: 5,993 shares; 2024Q4: 6,201 shares; 2025Q1: 7,143 shares; 2025Q2: 7,722 shares; 2025Q3: 7,585 shares; 2025Q4: 7,105 shares; 2026Q1: 7,035 shares; 2026Q2: 7,082 shares 7,082 $1.17M 0.21% +47 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: 12,765 shares; 2024Q4: 13,075 shares; 2025Q1: 13,133 shares; 2025Q2: 12,825 shares; 2025Q3: 12,955 shares; 2025Q4: 12,238 shares; 2026Q1: 12,139 shares; 2026Q2: 12,137 shares 12,137 $1.17M 0.21% -2 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: 3,474 shares; 2024Q4: 3,649 shares; 2025Q1: 3,631 shares; 2025Q2: 3,633 shares; 2025Q3: 3,608 shares; 2025Q4: 3,243 shares; 2026Q1: 3,206 shares; 2026Q2: 3,220 shares 3,220 $1.17M 0.21% +14 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: 782 shares; 2024Q4: 941 shares; 2025Q1: 994 shares; 2025Q2: 1,080 shares; 2025Q3: 1,071 shares; 2025Q4: 1,081 shares; 2026Q1: 1,071 shares; 2026Q2: 1,089 shares 1,089 $1.16M 0.21% +18 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: 2,196 shares; 2024Q4: 2,086 shares; 2025Q1: 2,150 shares; 2025Q2: 2,289 shares; 2025Q3: 2,271 shares; 2025Q4: 2,257 shares; 2026Q1: 2,202 shares; 2026Q2: 13,146 shares 13,146 $1.13M 0.2% +10,944 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,478 shares; 2024Q4: 14,391 shares; 2025Q1: 14,392 shares; 2025Q2: 14,797 shares; 2025Q3: 13,729 shares; 2025Q4: 13,681 shares; 2026Q1: 13,788 shares; 2026Q2: 14,558 shares 14,558 $1.12M 0.2% +770 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: 7,592 shares; 2024Q4: 8,375 shares; 2025Q1: 8,723 shares; 2025Q2: 9,262 shares; 2025Q3: 9,210 shares; 2025Q4: 9,268 shares; 2026Q1: 9,588 shares; 2026Q2: 9,743 shares 9,743 $1.1M 0.2% +155 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: 3,900 shares; 2024Q4: 4,020 shares; 2025Q1: 4,150 shares; 2025Q2: 4,043 shares; 2025Q3: 4,044 shares; 2025Q4: 3,975 shares; 2026Q1: 4,011 shares; 2026Q2: 4,003 shares 4,003 $1.08M 0.19% -8 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: 3,932 shares; 2024Q4: 3,972 shares; 2025Q1: 4,133 shares; 2025Q2: 4,264 shares; 2025Q3: 4,114 shares; 2025Q4: 3,887 shares; 2026Q1: 3,828 shares; 2026Q2: 3,768 shares 3,768 $1.06M 0.19% -60 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: 2,334 shares; 2024Q4: 2,863 shares; 2025Q1: 3,150 shares; 2025Q2: 3,151 shares; 2025Q3: 3,177 shares; 2025Q4: 3,003 shares; 2026Q1: 3,044 shares; 2026Q2: 2,987 shares 2,987 $1.05M 0.19% -57 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: 6,074 shares; 2024Q4: 5,673 shares; 2025Q1: 5,638 shares; 2025Q2: 6,214 shares; 2025Q3: 6,001 shares; 2025Q4: 5,519 shares; 2026Q1: 5,042 shares; 2026Q2: 4,645 shares 4,645 $1.02M 0.18% -397 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: 3,374 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,444 shares; 2025Q3: 3,885 shares; 2025Q4: 3,676 shares; 2026Q1: 3,405 shares; 2026Q2: 3,373 shares 3,373 $1.01M 0.18% -32 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: 4,841 shares; 2024Q4: 4,815 shares; 2025Q1: 4,758 shares; 2025Q2: 4,747 shares; 2025Q3: 4,746 shares; 2025Q4: 7,063 shares; 2026Q1: 6,954 shares; 2026Q2: 6,775 shares 6,775 $993K 0.18% -179 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: 6,574 shares; 2024Q4: 6,423 shares; 2025Q1: 6,387 shares; 2025Q2: 6,403 shares; 2025Q3: 6,363 shares; 2025Q4: 6,332 shares; 2026Q1: 6,221 shares; 2026Q2: 6,123 shares 6,123 $957K 0.17% -98 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: 1,006 shares; 2025Q1: 1,096 shares; 2025Q2: 1,227 shares; 2025Q3: 1,234 shares; 2025Q4: 1,258 shares; 2026Q1: 1,218 shares; 2026Q2: 1,210 shares 1,210 $923K 0.17% -8 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: 7,646 shares; 2024Q4: 10,554 shares; 2025Q1: 10,663 shares; 2025Q2: 11,327 shares; 2025Q3: 13,078 shares; 2025Q4: 12,457 shares; 2026Q1: 12,588 shares; 2026Q2: 12,337 shares 12,337 $879K 0.16% -251 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: 4,708 shares; 2024Q4: 4,730 shares; 2025Q1: 4,732 shares; 2025Q2: 4,735 shares; 2025Q3: 4,737 shares; 2025Q4: 4,332 shares; 2026Q1: 4,383 shares; 2026Q2: 4,404 shares 4,404 $814K 0.15% +21 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: 4,178 shares; 2024Q4: 4,198 shares; 2025Q1: 9,802 shares; 2025Q2: 9,785 shares; 2025Q3: 9,754 shares; 2025Q4: 9,673 shares; 2026Q1: 9,621 shares; 2026Q2: 9,603 shares 9,603 $804K 0.14% -18 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: 1,879 shares; 2024Q4: 1,838 shares; 2025Q1: 1,801 shares; 2025Q2: 1,870 shares; 2025Q3: 1,698 shares; 2025Q4: 1,596 shares; 2026Q1: 1,618 shares; 2026Q2: 1,606 shares 1,606 $804K 0.14% -12 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: 2,024 shares; 2024Q4: 2,422 shares; 2025Q1: 2,426 shares; 2025Q2: 2,424 shares; 2025Q3: 2,395 shares; 2025Q4: 2,485 shares; 2026Q1: 2,656 shares; 2026Q2: 2,650 shares 2,650 $803K 0.14% -6 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,029 shares; 2024Q4: 1,782 shares; 2025Q1: 1,759 shares; 2025Q2: 1,746 shares; 2025Q3: 1,680 shares; 2025Q4: 1,483 shares; 2026Q1: 1,497 shares; 2026Q2: 1,516 shares 1,516 $778K 0.14% +19 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: 4,224 shares; 2024Q4: 4,219 shares; 2025Q1: 4,189 shares; 2025Q2: 4,109 shares; 2025Q3: 4,074 shares; 2025Q4: 4,063 shares; 2026Q1: 4,230 shares; 2026Q2: 4,269 shares 4,269 $772K 0.14% +39 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 2,768 shares; 2025Q2: 2,922 shares; 2025Q3: 2,979 shares; 2025Q4: 3,331 shares; 2026Q1: 3,399 shares; 2026Q2: 3,490 shares 3,490 $760K 0.14% +91 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares; 2025Q3: 1,153 shares; 2025Q4: 1,153 shares; 2026Q1: 1,153 shares; 2026Q2: 1,153 shares 1,153 $756K 0.14% 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: 6,263 shares; 2024Q4: 14,252 shares; 2025Q1: 14,090 shares; 2025Q2: 14,199 shares; 2025Q3: 14,057 shares; 2025Q4: 12,381 shares; 2026Q1: 12,750 shares; 2026Q2: 12,942 shares 12,942 $737K 0.13% +192 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: 8,851 shares; 2024Q4: 8,859 shares; 2025Q1: 8,802 shares; 2025Q2: 8,877 shares; 2025Q3: 8,402 shares; 2025Q4: 7,801 shares; 2026Q1: 7,799 shares; 2026Q2: 7,865 shares 7,865 $737K 0.13% +66 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: 1,594 shares; 2024Q4: 1,782 shares; 2025Q1: 1,729 shares; 2025Q2: 1,850 shares; 2025Q3: 1,471 shares; 2025Q4: 1,466 shares; 2026Q1: 1,711 shares; 2026Q2: 2,111 shares 2,111 $724K 0.13% +400 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: 16,310 shares; 2024Q4: 15,667 shares; 2025Q1: 15,454 shares; 2025Q2: 15,262 shares; 2025Q3: 15,132 shares; 2025Q4: 13,785 shares; 2026Q1: 13,635 shares; 2026Q2: 13,247 shares 13,247 $718K 0.13% -388 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: 7,830 shares; 2024Q4: 7,908 shares; 2025Q1: 7,684 shares; 2025Q2: 7,935 shares; 2025Q3: 7,935 shares; 2025Q4: 7,949 shares; 2026Q1: 7,286 shares; 2026Q2: 7,271 shares 7,271 $696K 0.12% -15 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: 992 shares; 2024Q4: 1,091 shares; 2025Q1: 1,094 shares; 2025Q2: 1,098 shares; 2025Q3: 1,101 shares; 2025Q4: 1,039 shares; 2026Q1: 1,050 shares; 2026Q2: 1,061 shares 1,061 $673K 0.12% +11 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,865 shares; 2024Q4: 6,792 shares; 2025Q1: 6,265 shares; 2025Q2: 5,922 shares; 2025Q3: 5,709 shares; 2025Q4: 5,714 shares; 2026Q1: 5,714 shares; 2026Q2: 5,479 shares 5,479 $659K 0.12% -235 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: 6,877 shares; 2024Q4: 7,164 shares; 2025Q1: 7,591 shares; 2025Q2: 7,503 shares; 2025Q3: 7,493 shares; 2025Q4: 7,247 shares; 2026Q1: 6,832 shares; 2026Q2: 6,647 shares 6,647 $653K 0.12% -185 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: 2,946 shares; 2025Q1: 2,950 shares; 2025Q2: 3,134 shares; 2025Q3: 3,138 shares; 2025Q4: 3,132 shares; 2026Q1: 3,036 shares; 2026Q2: 3,000 shares 3,000 $638K 0.11% -36 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: 8,297 shares; 2026Q2: 8,297 shares 8,297 $609K 0.11% 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: 24,293 shares; 2024Q4: 27,845 shares; 2025Q1: 29,783 shares; 2025Q2: 29,911 shares; 2025Q3: 29,712 shares; 2025Q4: 31,065 shares; 2026Q1: 26,228 shares; 2026Q2: 25,257 shares 25,257 $608K 0.11% -971 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,130 shares; 2025Q2: 6,130 shares; 2025Q3: 6,130 shares; 2025Q4: 6,130 shares; 2026Q1: 6,130 shares; 2026Q2: 6,130 shares 6,130 $598K 0.11% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,094 shares; 2024Q4: 3,222 shares; 2025Q1: 3,456 shares; 2025Q2: 4,157 shares; 2025Q3: 4,033 shares; 2025Q4: 4,034 shares; 2026Q1: 4,126 shares; 2026Q2: 4,402 shares 4,402 $596K 0.11% +276 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 1,133 shares; 2026Q1: 1,527 shares; 2026Q2: 1,564 shares 1,564 $576K 0.1% +37 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: 12,705 shares; 2024Q4: 12,547 shares; 2025Q1: 14,370 shares; 2025Q2: 14,596 shares; 2025Q3: 14,743 shares; 2025Q4: 14,895 shares; 2026Q1: 13,692 shares; 2026Q2: 13,586 shares 13,586 $575K 0.1% -106 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,794 shares; 2024Q4: 9,249 shares; 2025Q1: 9,249 shares; 2025Q2: 9,177 shares; 2025Q3: 8,478 shares; 2025Q4: 6,516 shares; 2026Q1: 5,044 shares; 2026Q2: 4,902 shares 4,902 $541K 0.1% -142 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: 2,091 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 1,745 shares; 2026Q1: 1,732 shares; 2026Q2: 3,240 shares 3,240 $532K 0.1% +1,508 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: 9,234 shares; 2024Q4: 8,145 shares; 2025Q1: 8,189 shares; 2025Q2: 7,954 shares; 2025Q3: 7,646 shares; 2025Q4: 7,525 shares; 2026Q1: 7,315 shares; 2026Q2: 7,356 shares 7,356 $529K 0.09% +41 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,471 shares; 2024Q4: 2,490 shares; 2025Q1: 2,466 shares; 2025Q2: 2,466 shares; 2025Q3: 2,466 shares; 2025Q4: 2,457 shares; 2026Q1: 2,482 shares; 2026Q2: 2,393 shares 2,393 $528K 0.09% -89 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,114 shares; 2026Q2: 15,114 shares 15,114 $526K 0.09% 0 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: 2,374 shares; 2024Q4: 2,339 shares; 2025Q1: 2,447 shares; 2025Q2: 2,474 shares; 2025Q3: 2,341 shares; 2025Q4: 2,357 shares; 2026Q1: 2,334 shares; 2026Q2: 2,345 shares 2,345 $523K 0.09% +11 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618 shares; 2024Q4: 667 shares; 2025Q1: 673 shares; 2025Q2: 670 shares; 2025Q3: 678 shares; 2025Q4: 6,863 shares; 2026Q1: 7,068 shares; 2026Q2: 7,178 shares 7,178 $512K 0.09% +110 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: 12,005 shares; 2024Q4: 8,587 shares; 2025Q1: 8,297 shares; 2025Q2: 8,317 shares; 2025Q3: 8,339 shares; 2025Q4: 8,992 shares; 2026Q1: 9,014 shares; 2026Q2: 9,038 shares 9,038 $502K 0.09% +24 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,520 shares; 2026Q2: 13,539 shares 13,539 $498K 0.09% +19 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,857 shares; 2025Q3: 9,500 shares; 2025Q4: 9,503 shares; 2026Q1: 9,664 shares; 2026Q2: 9,664 shares 9,664 $493K 0.09% 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: 9,090 shares; 2024Q4: 9,132 shares; 2025Q1: 9,532 shares; 2025Q2: 9,432 shares; 2025Q3: 8,781 shares; 2025Q4: 8,724 shares; 2026Q1: 8,684 shares; 2026Q2: 8,551 shares 8,551 $493K 0.09% -133 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: 7,204 shares; 2024Q4: 7,313 shares; 2025Q1: 6,785 shares; 2025Q2: 6,859 shares; 2025Q3: 6,366 shares; 2025Q4: 5,712 shares; 2026Q1: 6,009 shares; 2026Q2: 5,998 shares 5,998 $487K 0.09% -11 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: 4,659 shares; 2024Q4: 5,548 shares; 2025Q1: 5,548 shares; 2025Q2: 5,549 shares; 2025Q3: 5,713 shares; 2025Q4: 4,691 shares; 2026Q1: 4,691 shares; 2026Q2: 4,691 shares 4,691 $487K 0.09% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,271 shares; 2025Q1: 2,203 shares; 2025Q2: 2,203 shares; 2025Q3: 2,204 shares; 2025Q4: 2,185 shares; 2026Q1: 2,253 shares; 2026Q2: 2,297 shares 2,297 $480K 0.09% +44 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: 1,399 shares; 2024Q4: 1,312 shares; 2025Q1: 1,463 shares; 2025Q2: 1,435 shares; 2025Q3: 1,417 shares; 2025Q4: 963 shares; 2026Q1: 932 shares; 2026Q2: 936 shares 936 $477K 0.09% +4 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,676 shares; 2024Q4: 2,842 shares; 2025Q1: 2,854 shares; 2025Q2: 2,934 shares; 2025Q3: 2,760 shares; 2025Q4: 2,853 shares; 2026Q1: 2,926 shares; 2026Q2: 3,114 shares 3,114 $472K 0.08% +188 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,789 shares; 2024Q4: 4,255 shares; 2025Q1: 4,736 shares; 2025Q2: 5,019 shares; 2025Q3: 5,060 shares; 2025Q4: 5,003 shares; 2026Q1: 5,159 shares; 2026Q2: 5,162 shares 5,162 $468K 0.08% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 478 shares; 2026Q1: 479 shares; 2026Q2: 3,828 shares 3,828 $458K 0.08% +3,349 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 782 shares 782 $454K 0.08% new 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: 20,635 shares; 2024Q4: 20,557 shares; 2025Q1: 20,584 shares; 2025Q2: 21,169 shares; 2025Q3: 22,732 shares; 2025Q4: 22,312 shares; 2026Q1: 21,636 shares; 2026Q2: 21,556 shares 21,556 $446K 0.08% -80 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: 2,978 shares; 2024Q4: 2,960 shares; 2025Q1: 2,993 shares; 2025Q2: 3,073 shares; 2025Q3: 3,073 shares; 2025Q4: 3,096 shares; 2026Q1: 3,085 shares; 2026Q2: 3,110 shares 3,110 $445K 0.08% +25 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,133 shares; 2025Q3: 1,284 shares; 2025Q4: 1,274 shares; 2026Q1: 1,257 shares; 2026Q2: 1,301 shares 1,301 $444K 0.08% +44 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: 3,013 shares; 2024Q4: 2,630 shares; 2025Q1: 2,681 shares; 2025Q2: 2,669 shares; 2025Q3: 2,675 shares; 2025Q4: 2,654 shares; 2026Q1: 2,651 shares; 2026Q2: 2,680 shares 2,680 $434K 0.08% +29 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: 974 shares; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 1,048 shares; 2025Q4: 2,284 shares; 2026Q1: 2,284 shares; 2026Q2: 2,233 shares 2,233 $425K 0.08% -51 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,515 shares; 2024Q4: 3,301 shares; 2025Q1: 3,301 shares; 2025Q2: 3,257 shares; 2025Q3: 3,323 shares; 2025Q4: 3,323 shares; 2026Q1: 3,116 shares; 2026Q2: 3,098 shares 3,098 $423K 0.08% -18 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: 1,938 shares; 2024Q4: 2,611 shares; 2025Q1: 2,465 shares; 2025Q2: 2,475 shares; 2025Q3: 2,476 shares; 2025Q4: 2,041 shares; 2026Q1: 2,138 shares; 2026Q2: 2,175 shares 2,175 $413K 0.07% +37 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: 3,716 shares; 2024Q4: 3,877 shares; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 5,059 shares; 2025Q4: 5,144 shares; 2026Q1: 4,655 shares; 2026Q2: 4,558 shares 4,558 $400K 0.07% -97 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,031 shares; 2024Q4: 13,741 shares; 2025Q1: 13,616 shares; 2025Q2: 12,107 shares; 2025Q3: 12,207 shares; 2025Q4: 12,930 shares; 2026Q1: 12,930 shares; 2026Q2: 12,930 shares 12,930 $394K 0.07% 0 Timeline VV 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: 1,172 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,135 shares; 2026Q2: 1,135 shares 1,135 $390K 0.07% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2026Q1: 2,002 shares; 2026Q2: 2,002 shares 2,002 $380K 0.07% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,597 shares; 2024Q4: 7,352 shares; 2025Q1: 7,473 shares; 2025Q2: 7,292 shares; 2025Q3: 3,739 shares; 2025Q4: 3,739 shares; 2026Q1: 3,739 shares; 2026Q2: 3,690 shares 3,690 $379K 0.07% -49 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,638 shares; 2024Q4: 3,915 shares; 2025Q1: 3,798 shares; 2025Q2: 3,825 shares; 2025Q3: 3,829 shares; 2025Q4: 3,427 shares; 2026Q1: 3,541 shares; 2026Q2: 3,602 shares 3,602 $375K 0.07% +61 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,757 shares; 2024Q4: 1,660 shares; 2025Q1: 1,539 shares; 2025Q2: 1,539 shares; 2025Q3: 1,559 shares; 2025Q4: 1,554 shares; 2026Q1: 1,499 shares; 2026Q2: 1,508 shares 1,508 $374K 0.07% +9 Timeline ORGO ORGANOGENESIS HLDGS INC More: the full row for ORGANOGENESIS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407,965 shares; 2024Q4: 407,965 shares; 2025Q1: 407,965 shares; 2025Q2: 407,965 shares; 2025Q3: 407,965 shares; 2025Q4: 407,965 shares; 2026Q1: 407,965 shares; 2026Q2: 152,250 shares 152,250 $370K 0.07% -255,715 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: 6,223 shares; 2024Q4: 6,223 shares; 2025Q1: 6,223 shares; 2025Q2: 6,108 shares; 2025Q3: 6,100 shares; 2025Q4: 5,738 shares; 2026Q1: 5,679 shares; 2026Q2: 5,335 shares 5,335 $365K 0.07% -344 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,777 shares; 2026Q2: 10,778 shares 10,778 $365K 0.07% +1 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,442 shares; 2024Q4: 6,054 shares; 2025Q1: 5,883 shares; 2025Q2: 6,033 shares; 2025Q3: 5,672 shares; 2025Q4: 4,383 shares; 2026Q1: 4,528 shares; 2026Q2: 3,640 shares 3,640 $350K 0.06% -888 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: 2,238 shares; 2025Q1: 2,238 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,202 shares; 2026Q1: 2,204 shares; 2026Q2: 2,204 shares 2,204 $345K 0.06% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,006 shares 2,006 $343K 0.06% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 379 shares; 2025Q1: 409 shares; 2025Q2: 425 shares; 2025Q3: 389 shares; 2025Q4: 354 shares; 2026Q1: 370 shares; 2026Q2: 366 shares 366 $342K 0.06% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,755 shares; 2025Q3: 5,048 shares; 2025Q4: 5,330 shares; 2026Q1: 5,641 shares; 2026Q2: 5,643 shares 5,643 $337K 0.06% +2 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 15,083 shares; 2025Q4: 16,087 shares; 2026Q1: 17,269 shares; 2026Q2: 17,360 shares 17,360 $332K 0.06% +91 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: 879 shares; 2026Q1: 883 shares; 2026Q2: 1,052 shares 1,052 $319K 0.06% +169 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: 691 shares; 2025Q1: 692 shares; 2025Q2: 694 shares; 2025Q3: 695 shares; 2025Q4: 446 shares; 2026Q1: 446 shares; 2026Q2: 447 shares 447 $319K 0.06% +1 Timeline VXF 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: 1,291 shares; 2024Q4: 1,294 shares; 2025Q1: 1,295 shares; 2025Q2: 1,298 shares; 2025Q3: 1,299 shares; 2025Q4: 1,300 shares; 2026Q1: 1,290 shares; 2026Q2: 1,293 shares 1,293 $318K 0.06% +3 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: not reported; 2025Q1: 3,915 shares; 2025Q2: 3,915 shares; 2025Q3: 3,915 shares; 2025Q4: 4,150 shares; 2026Q1: 4,169 shares; 2026Q2: 4,179 shares 4,179 $316K 0.06% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 710 shares; 2025Q4: 669 shares; 2026Q1: 856 shares; 2026Q2: 856 shares 856 $313K 0.06% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,045 shares 1,045 $311K 0.06% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR 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: 1,655 shares; 2026Q1: 2,322 shares; 2026Q2: 2,609 shares 2,609 $304K 0.05% +287 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,989 shares; 2024Q4: 2,940 shares; 2025Q1: 2,940 shares; 2025Q2: 2,930 shares; 2025Q3: 2,931 shares; 2025Q4: 2,870 shares; 2026Q1: 2,900 shares; 2026Q2: 2,915 shares 2,915 $298K 0.05% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 724 shares; 2026Q2: 724 shares 724 $296K 0.05% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares; 2026Q2: 9,500 shares 9,500 $287K 0.05% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,755 shares; 2024Q4: 7,952 shares; 2025Q1: 7,756 shares; 2025Q2: 7,861 shares; 2025Q3: 7,866 shares; 2025Q4: 7,730 shares; 2026Q1: 7,734 shares; 2026Q2: 7,738 shares 7,738 $286K 0.05% +4 Timeline VTIP 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: 5,322 shares; 2024Q4: 5,322 shares; 2025Q1: 5,322 shares; 2025Q2: 5,664 shares; 2025Q3: 5,664 shares; 2025Q4: 5,664 shares; 2026Q1: 5,664 shares; 2026Q2: 5,664 shares 5,664 $285K 0.05% 0 Timeline JSCP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,947 shares; 2026Q2: 5,947 shares 5,947 $280K 0.05% 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: not reported; 2024Q4: 818 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 633 shares; 2026Q1: 640 shares; 2026Q2: 658 shares 658 $280K 0.05% +18 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,465 shares; 2024Q4: 2,741 shares; 2025Q1: 3,171 shares; 2025Q2: 3,172 shares; 2025Q3: 3,107 shares; 2025Q4: 2,704 shares; 2026Q1: 2,732 shares; 2026Q2: 2,723 shares 2,723 $278K 0.05% -9 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: 3,650 shares; 2024Q4: 3,608 shares; 2025Q1: 4,913 shares; 2025Q2: 4,913 shares; 2025Q3: 4,670 shares; 2025Q4: 4,727 shares; 2026Q1: 4,692 shares; 2026Q2: 4,722 shares 4,722 $273K 0.05% +30 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 729 shares; 2025Q1: 739 shares; 2025Q2: 755 shares; 2025Q3: 707 shares; 2025Q4: 620 shares; 2026Q1: not reported; 2026Q2: 653 shares 653 $271K 0.05% new 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: 727 shares; 2025Q3: 727 shares; 2025Q4: 713 shares; 2026Q1: 729 shares; 2026Q2: 738 shares 738 $261K 0.05% +9 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 359 shares 359 $260K 0.05% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X 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: 3,946 shares; 2026Q1: not reported; 2026Q2: 3,946 shares 3,946 $259K 0.05% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,023 shares; 2025Q1: 2,668 shares; 2025Q2: 3,059 shares; 2025Q3: 3,290 shares; 2025Q4: 3,084 shares; 2026Q1: 3,084 shares; 2026Q2: 3,084 shares 3,084 $255K 0.05% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 532 shares 532 $254K 0.05% 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: 2,995 shares; 2025Q1: 3,241 shares; 2025Q2: 3,396 shares; 2025Q3: 3,472 shares; 2025Q4: 3,472 shares; 2026Q1: 3,748 shares; 2026Q2: 3,069 shares 3,069 $254K 0.05% -679 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,291 shares; 2025Q3: 1,292 shares; 2025Q4: not reported; 2026Q1: 989 shares; 2026Q2: 990 shares 990 $253K 0.05% +1 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 766 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: not reported; 2025Q4: 608 shares; 2026Q1: not reported; 2026Q2: 672 shares 672 $227K 0.04% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,900 shares; 2024Q4: 17,900 shares; 2025Q1: 17,900 shares; 2025Q2: 17,900 shares; 2025Q3: 17,900 shares; 2025Q4: 17,900 shares; 2026Q1: 17,900 shares; 2026Q2: 17,900 shares 17,900 $227K 0.04% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,471 shares; 2025Q4: 4,942 shares; 2026Q1: 4,942 shares; 2026Q2: 4,942 shares 4,942 $224K 0.04% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,295 shares; 2024Q4: 24,295 shares; 2025Q1: 24,295 shares; 2025Q2: 18,295 shares; 2025Q3: 18,295 shares; 2025Q4: 18,295 shares; 2026Q1: 17,795 shares; 2026Q2: 17,395 shares 17,395 $223K 0.04% -400 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,015 shares 4,015 $221K 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 600 shares; 2025Q4: 400 shares; 2026Q1: 427 shares; 2026Q2: 437 shares 437 $219K 0.04% +10 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,657 shares; 2025Q2: 4,659 shares; 2025Q3: 4,661 shares; 2025Q4: 4,663 shares; 2026Q1: 4,645 shares; 2026Q2: 4,692 shares 4,692 $219K 0.04% +47 Timeline IWO 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: 550 shares 550 $217K 0.04% new 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: 3,532 shares; 2024Q4: 4,312 shares; 2025Q1: 3,812 shares; 2025Q2: 3,376 shares; 2025Q3: 3,307 shares; 2025Q4: 1,032 shares; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $216K 0.04% new Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,247 shares; 2026Q2: 7,248 shares 7,248 $214K 0.04% +1 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,265 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,265 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares; 2026Q1: not reported; 2026Q2: 1,503 shares 1,503 $212K 0.04% new 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: 1,022 shares; 2025Q1: 1,171 shares; 2025Q2: 1,164 shares; 2025Q3: 1,164 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 762 shares 762 $207K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 690 shares 690 $206K 0.04% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 296 shares; 2026Q2: 267 shares 267 $202K 0.04% -29 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS 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: 731 shares; 2025Q4: 739 shares; 2026Q1: 662 shares; 2026Q2: 689 shares 689 $200K 0.04% +27 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,521 shares; 2024Q4: 11,521 shares; 2025Q1: 11,521 shares; 2025Q2: 11,521 shares; 2025Q3: 11,521 shares; 2025Q4: 11,521 shares; 2026Q1: 11,521 shares; 2026Q2: 11,521 shares 11,521 $165K 0.03% 0 Timeline