IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,079 shares; 2025Q1: 24,651 shares; 2025Q2: 24,626 shares; 2025Q3: 18,740 shares; 2025Q4: 15,870 shares; 2026Q1: 15,640 shares; 2026Q2: 15,894 shares 15,894 $11.9M 5.6% +254 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 28,460 shares; 2025Q2: 28,460 shares; 2025Q3: 68,807 shares; 2025Q4: 83,889 shares; 2026Q1: 84,398 shares; 2026Q2: 93,023 shares 93,023 $10.3M 4.83% +8,625 Timeline DFAS 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 loaded; 2024Q4: 115,674 shares; 2025Q1: 120,245 shares; 2025Q2: 120,245 shares; 2025Q3: 110,451 shares; 2025Q4: 101,028 shares; 2026Q1: 103,932 shares; 2026Q2: 105,196 shares 105,196 $8.66M 4.07% +1,264 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 273,343 shares; 2025Q1: 279,019 shares; 2025Q2: 279,019 shares; 2025Q3: 247,571 shares; 2025Q4: 220,100 shares; 2026Q1: 220,154 shares; 2026Q2: 204,026 shares 204,026 $8.42M 3.96% -16,128 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 loaded; 2024Q4: 47,518 shares; 2025Q1: 47,167 shares; 2025Q2: 47,167 shares; 2025Q3: 47,167 shares; 2025Q4: 47,167 shares; 2026Q1: 47,167 shares; 2026Q2: 47,167 shares 47,167 $7.75M 3.64% 0 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 loaded; 2024Q4: 175,749 shares; 2025Q1: 173,864 shares; 2025Q2: 173,864 shares; 2025Q3: 163,952 shares; 2025Q4: 147,057 shares; 2026Q1: 135,837 shares; 2026Q2: 133,283 shares 133,283 $7.33M 3.45% -2,554 Timeline DFAU 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 loaded; 2024Q4: 148,628 shares; 2025Q1: 161,245 shares; 2025Q2: 161,245 shares; 2025Q3: 163,462 shares; 2025Q4: 137,683 shares; 2026Q1: 142,888 shares; 2026Q2: 138,404 shares 138,404 $7.15M 3.36% -4,484 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: not loaded; 2024Q4: 7,470 shares; 2025Q1: 7,470 shares; 2025Q2: 7,470 shares; 2025Q3: 16,074 shares; 2025Q4: 13,866 shares; 2026Q1: 11,874 shares; 2026Q2: 9,407 shares 9,407 $7.02M 3.3% -2,467 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: not loaded; 2024Q4: 146,720 shares; 2025Q1: 140,248 shares; 2025Q2: 140,248 shares; 2025Q3: 127,060 shares; 2025Q4: 122,642 shares; 2026Q1: 120,098 shares; 2026Q2: 123,015 shares 123,015 $4.95M 2.33% +2,917 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 88,032 shares; 2025Q1: 99,676 shares; 2025Q2: 99,676 shares; 2025Q3: 99,027 shares; 2025Q4: 104,501 shares; 2026Q1: 105,815 shares; 2026Q2: 105,866 shares 105,866 $4.7M 2.21% +51 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 loaded; 2024Q4: 12,705 shares; 2025Q1: 15,984 shares; 2025Q2: 15,984 shares; 2025Q3: 12,705 shares; 2025Q4: 13,006 shares; 2026Q1: 12,681 shares; 2026Q2: 12,681 shares 12,681 $4.69M 2.21% 0 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: not loaded; 2024Q4: 75,747 shares; 2025Q1: 77,795 shares; 2025Q2: 77,795 shares; 2025Q3: 67,001 shares; 2025Q4: 76,494 shares; 2026Q1: 81,164 shares; 2026Q2: 76,909 shares 76,909 $4.48M 2.11% -4,255 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: not loaded; 2024Q4: 15,897 shares; 2025Q1: 20,217 shares; 2025Q2: 20,217 shares; 2025Q3: 14,245 shares; 2025Q4: 14,429 shares; 2026Q1: 13,880 shares; 2026Q2: 13,880 shares 13,880 $4.21M 1.98% 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: not loaded; 2024Q4: 65,201 shares; 2025Q1: 99,513 shares; 2025Q2: 99,513 shares; 2025Q3: 68,364 shares; 2025Q4: 66,276 shares; 2026Q1: 59,312 shares; 2026Q2: 58,712 shares 58,712 $4.18M 1.97% -600 Timeline DFIV 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 loaded; 2024Q4: 67,959 shares; 2025Q1: 67,764 shares; 2025Q2: 67,764 shares; 2025Q3: 67,764 shares; 2025Q4: 67,764 shares; 2026Q1: 67,622 shares; 2026Q2: 67,622 shares 67,622 $3.65M 1.72% 0 Timeline DYN DYNE THERAPEUTICS INC More: the full row for DYNE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 33,228 shares; 2025Q2: 33,228 shares; 2025Q3: 49,908 shares; 2025Q4: 75,908 shares; 2026Q1: 135,030 shares; 2026Q2: 150,030 shares 150,030 $3.33M 1.57% +15,000 Timeline DFAT 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 loaded; 2024Q4: 53,624 shares; 2025Q1: 52,993 shares; 2025Q2: 52,993 shares; 2025Q3: 46,351 shares; 2025Q4: 46,018 shares; 2026Q1: 46,178 shares; 2026Q2: 45,428 shares 45,428 $3.18M 1.49% -750 Timeline DFIC 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 loaded; 2024Q4: 72,180 shares; 2025Q1: 80,850 shares; 2025Q2: 80,850 shares; 2025Q3: 82,151 shares; 2025Q4: 82,002 shares; 2026Q1: 83,603 shares; 2026Q2: 83,664 shares 83,664 $3.12M 1.47% +61 Timeline DFGR 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 loaded; 2024Q4: 59,996 shares; 2025Q1: 78,142 shares; 2025Q2: 78,142 shares; 2025Q3: 81,116 shares; 2025Q4: 92,854 shares; 2026Q1: 87,637 shares; 2026Q2: 95,934 shares 95,934 $2.78M 1.31% +8,297 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: not loaded; 2024Q4: 62,349 shares; 2025Q1: 60,498 shares; 2025Q2: 60,498 shares; 2025Q3: 52,679 shares; 2025Q4: 53,179 shares; 2026Q1: 55,758 shares; 2026Q2: 60,106 shares 60,106 $2.54M 1.19% +4,348 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: not loaded; 2024Q4: 20,385 shares; 2025Q1: 27,080 shares; 2025Q2: 27,080 shares; 2025Q3: 26,645 shares; 2025Q4: 25,735 shares; 2026Q1: 25,735 shares; 2026Q2: 25,735 shares 25,735 $2.49M 1.17% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,675 shares; 2025Q4: 11,454 shares; 2026Q1: 8,609 shares; 2026Q2: 8,402 shares 8,402 $2.43M 1.14% -207 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: not loaded; 2024Q4: 33,126 shares; 2025Q1: 35,301 shares; 2025Q2: 35,301 shares; 2025Q3: 35,601 shares; 2025Q4: 36,303 shares; 2026Q1: 35,886 shares; 2026Q2: 45,466 shares 45,466 $2.28M 1.07% +9,580 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 1.06% 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: not loaded; 2024Q4: 51,431 shares; 2025Q1: 66,706 shares; 2025Q2: 66,706 shares; 2025Q3: 38,874 shares; 2025Q4: 42,712 shares; 2026Q1: 34,596 shares; 2026Q2: 36,607 shares 36,607 $2.19M 1.03% +2,011 Timeline SCHF 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 loaded; 2024Q4: 77,326 shares; 2025Q1: 78,320 shares; 2025Q2: 78,320 shares; 2025Q3: 78,605 shares; 2025Q4: 80,301 shares; 2026Q1: 78,298 shares; 2026Q2: 78,298 shares 78,298 $2.17M 1.02% 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: not loaded; 2024Q4: 2,529 shares; 2025Q1: 9,560 shares; 2025Q2: 9,560 shares; 2025Q3: 3,203 shares; 2025Q4: 3,173 shares; 2026Q1: 3,071 shares; 2026Q2: 3,070 shares 3,070 $2.11M 0.99% -1 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,337 shares 9,337 $1.87M 0.88% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,697 shares 7,697 $1.83M 0.86% new Timeline DFSD 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 loaded; 2024Q4: 33,208 shares; 2025Q1: 33,458 shares; 2025Q2: 33,458 shares; 2025Q3: 34,668 shares; 2025Q4: 34,685 shares; 2026Q1: 37,555 shares; 2026Q2: 36,666 shares 36,666 $1.75M 0.82% -889 Timeline DFEM 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 loaded; 2024Q4: 42,132 shares; 2025Q1: 50,768 shares; 2025Q2: 50,768 shares; 2025Q3: 43,851 shares; 2025Q4: 43,426 shares; 2026Q1: 42,972 shares; 2026Q2: 42,235 shares 42,235 $1.72M 0.81% -737 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,994 shares; 2025Q1: 14,766 shares; 2025Q2: 14,766 shares; 2025Q3: 9,401 shares; 2025Q4: 9,666 shares; 2026Q1: 10,466 shares; 2026Q2: 20,871 shares 20,871 $1.71M 0.81% +10,405 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: not loaded; 2024Q4: 55,854 shares; 2025Q1: 59,347 shares; 2025Q2: 59,347 shares; 2025Q3: 55,937 shares; 2025Q4: 39,252 shares; 2026Q1: 41,839 shares; 2026Q2: 43,726 shares 43,726 $1.7M 0.8% +1,887 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: not loaded; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 16,908 shares; 2025Q4: 14,189 shares; 2026Q1: 12,595 shares; 2026Q2: 5,600 shares 5,600 $1.68M 0.79% -6,995 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,069 shares; 2025Q1: 11,137 shares; 2025Q2: 11,137 shares; 2025Q3: 11,018 shares; 2025Q4: 6,735 shares; 2026Q1: 6,690 shares; 2026Q2: 6,690 shares 6,690 $1.63M 0.76% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,013 shares; 2025Q1: 22,399 shares; 2025Q2: 22,110 shares; 2025Q3: 20,398 shares; 2025Q4: 20,600 shares; 2026Q1: 20,950 shares; 2026Q2: 20,950 shares 20,950 $1.54M 0.72% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,140 shares; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 3,600 shares; 2026Q1: 6,000 shares; 2026Q2: 14,584 shares 14,584 $1.47M 0.69% +8,584 Timeline DFLV 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 loaded; 2024Q4: 11,508 shares; 2025Q1: 20,039 shares; 2025Q2: 20,039 shares; 2025Q3: 27,786 shares; 2025Q4: 28,508 shares; 2026Q1: 32,027 shares; 2026Q2: 36,405 shares 36,405 $1.44M 0.68% +4,378 Timeline VCSH 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 loaded; 2024Q4: 13,895 shares; 2025Q1: 13,259 shares; 2025Q2: 13,259 shares; 2025Q3: 15,484 shares; 2025Q4: 15,609 shares; 2026Q1: 15,609 shares; 2026Q2: 18,004 shares 18,004 $1.42M 0.67% +2,395 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: not loaded; 2024Q4: 8,743 shares; 2025Q1: 10,181 shares; 2025Q2: 10,181 shares; 2025Q3: 10,584 shares; 2025Q4: 16,533 shares; 2026Q1: 17,235 shares; 2026Q2: 17,539 shares 17,539 $1.37M 0.64% +304 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: not loaded; 2024Q4: 11,732 shares; 2025Q1: 16,632 shares; 2025Q2: 11,732 shares; 2025Q3: 27,291 shares; 2025Q4: 11,226 shares; 2026Q1: 10,339 shares; 2026Q2: 13,039 shares 13,039 $1.35M 0.64% +2,700 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 663 shares; 2026Q1: 663 shares; 2026Q2: 675 shares 675 $1.34M 0.63% +12 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,241 shares; 2025Q4: 21,241 shares; 2026Q1: 21,241 shares; 2026Q2: 21,220 shares 21,220 $1.33M 0.63% -21 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,717 shares 3,717 $1.31M 0.62% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,422 shares 3,422 $1.28M 0.6% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,299 shares; 2025Q1: 22,379 shares; 2025Q2: 22,379 shares; 2025Q3: 19,720 shares; 2025Q4: 6,902 shares; 2026Q1: 5,637 shares; 2026Q2: 5,637 shares 5,637 $1.23M 0.58% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,393 shares 3,393 $1.21M 0.57% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,605 shares 3,605 $1.18M 0.55% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $1.14M 0.54% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,560 shares; 2025Q1: 8,560 shares; 2025Q2: 8,560 shares; 2025Q3: 7,471 shares; 2025Q4: 4,699 shares; 2026Q1: 4,699 shares; 2026Q2: 4,699 shares 4,699 $1.14M 0.54% 0 Timeline SCHB 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 loaded; 2024Q4: 34,589 shares; 2025Q1: 34,187 shares; 2025Q2: 34,187 shares; 2025Q3: 34,948 shares; 2025Q4: 34,705 shares; 2026Q1: 34,357 shares; 2026Q2: 34,646 shares 34,646 $1M 0.47% +289 Timeline DFNM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 16,200 shares; 2026Q1: 17,900 shares; 2026Q2: 20,400 shares 20,400 $986K 0.46% +2,500 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: not loaded; 2024Q4: 8,690 shares; 2025Q1: 13,101 shares; 2025Q2: 13,101 shares; 2025Q3: 13,022 shares; 2025Q4: 13,022 shares; 2026Q1: 13,016 shares; 2026Q2: 5,949 shares 5,949 $963K 0.45% -7,067 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 loaded; 2024Q4: 10,000 shares; 2025Q1: 11,390 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,800 shares 10,800 $956K 0.45% +800 Timeline SCHO 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 loaded; 2024Q4: 25,598 shares; 2025Q1: 25,598 shares; 2025Q2: 25,598 shares; 2025Q3: 24,722 shares; 2025Q4: 29,638 shares; 2026Q1: 29,546 shares; 2026Q2: 38,773 shares 38,773 $936K 0.44% +9,227 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: not loaded; 2024Q4: not reported; 2025Q1: 2,750 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $853K 0.4% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,251 shares 2,251 $850K 0.4% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,091 shares 5,091 $844K 0.4% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,745 shares 3,745 $839K 0.39% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,770 shares 3,770 $833K 0.39% new 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: not loaded; 2024Q4: 50,355 shares; 2025Q1: 51,737 shares; 2025Q2: 51,737 shares; 2025Q3: 47,523 shares; 2025Q4: 29,151 shares; 2026Q1: 31,776 shares; 2026Q2: 31,776 shares 31,776 $831K 0.39% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,226 shares; 2025Q1: 3,226 shares; 2025Q2: 3,226 shares; 2025Q3: 5,976 shares; 2025Q4: 5,976 shares; 2026Q1: 6,376 shares; 2026Q2: 6,376 shares 6,376 $795K 0.37% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,162 shares 2,162 $783K 0.37% new Timeline DFUS 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 loaded; 2024Q4: not reported; 2025Q1: 10,716 shares; 2025Q2: not reported; 2025Q3: 4,212 shares; 2025Q4: 4,254 shares; 2026Q1: 4,265 shares; 2026Q2: 9,286 shares 9,286 $761K 0.36% +5,021 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: not loaded; 2024Q4: 4,238 shares; 2025Q1: 4,636 shares; 2025Q2: 4,636 shares; 2025Q3: 4,394 shares; 2025Q4: 4,322 shares; 2026Q1: 4,214 shares; 2026Q2: 4,171 shares 4,171 $755K 0.35% -43 Timeline SCHE 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 loaded; 2024Q4: 20,085 shares; 2025Q1: 20,394 shares; 2025Q2: 20,394 shares; 2025Q3: 20,549 shares; 2025Q4: 20,669 shares; 2026Q1: 20,463 shares; 2026Q2: 20,497 shares 20,497 $743K 0.35% +34 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: not loaded; 2024Q4: 100,144 shares; 2025Q1: 100,144 shares; 2025Q2: 100,144 shares; 2025Q3: 68,811 shares; 2025Q4: 15,100 shares; 2026Q1: 15,100 shares; 2026Q2: 23,238 shares 23,238 $737K 0.35% +8,138 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: not loaded; 2024Q4: 5,093 shares; 2025Q1: 8,593 shares; 2025Q2: 5,093 shares; 2025Q3: 39,179 shares; 2025Q4: 30,683 shares; 2026Q1: 25,462 shares; 2026Q2: 10,026 shares 10,026 $686K 0.32% -15,436 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: not loaded; 2024Q4: 5,803 shares; 2025Q1: 5,773 shares; 2025Q2: 5,773 shares; 2025Q3: 6,043 shares; 2025Q4: 6,043 shares; 2026Q1: 4,999 shares; 2026Q2: 5,257 shares 5,257 $665K 0.31% +258 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: not loaded; 2024Q4: 3,386 shares; 2025Q1: 3,716 shares; 2025Q2: 3,386 shares; 2025Q3: 3,034 shares; 2025Q4: 2,701 shares; 2026Q1: 2,477 shares; 2026Q2: 2,583 shares 2,583 $656K 0.31% +106 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,697 shares; 2025Q1: 54,808 shares; 2025Q2: 54,808 shares; 2025Q3: 54,545 shares; 2025Q4: 22,013 shares; 2026Q1: 23,555 shares; 2026Q2: 23,570 shares 23,570 $651K 0.31% +15 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,138 shares 5,138 $604K 0.28% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares; 2026Q2: 1,010 shares 1,010 $587K 0.28% -12 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $573K 0.27% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,144 shares 1,144 $572K 0.27% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 535 shares 535 $570K 0.27% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,002 shares; 2025Q1: 10,002 shares; 2025Q2: 10,002 shares; 2025Q3: 10,005 shares; 2025Q4: 10,005 shares; 2026Q1: 10,005 shares; 2026Q2: 10,000 shares 10,000 $560K 0.26% -5 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,002 shares; 2025Q4: 4,002 shares; 2026Q1: 4,003 shares; 2026Q2: 4,000 shares 4,000 $540K 0.25% -3 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,935 shares 3,935 $538K 0.25% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,008 shares; 2025Q4: 10,008 shares; 2026Q1: 10,008 shares; 2026Q2: 10,000 shares 10,000 $521K 0.25% -8 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 loaded; 2024Q4: 2,153 shares; 2025Q1: 2,153 shares; 2025Q2: 2,153 shares; 2025Q3: 1,908 shares; 2025Q4: 1,959 shares; 2026Q1: 1,864 shares; 2026Q2: 1,716 shares 1,716 $511K 0.24% -148 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,198 shares; 2025Q1: 5,116 shares; 2025Q2: 5,116 shares; 2025Q3: 4,780 shares; 2025Q4: 4,780 shares; 2026Q1: 4,457 shares; 2026Q2: 4,371 shares 4,371 $502K 0.24% -86 Timeline VFH 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 loaded; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $500K 0.24% 0 Timeline SCHH 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 loaded; 2024Q4: 24,101 shares; 2025Q1: 23,621 shares; 2025Q2: 23,621 shares; 2025Q3: 20,547 shares; 2025Q4: 20,901 shares; 2026Q1: 21,038 shares; 2026Q2: 21,038 shares 21,038 $498K 0.23% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,565 shares; 2025Q1: 19,565 shares; 2025Q2: 19,565 shares; 2025Q3: 14,851 shares; 2025Q4: 14,201 shares; 2026Q1: 14,201 shares; 2026Q2: 13,915 shares 13,915 $487K 0.23% -286 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $479K 0.23% new 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: not loaded; 2024Q4: 11,793 shares; 2025Q1: 11,793 shares; 2025Q2: 11,793 shares; 2025Q3: 11,793 shares; 2025Q4: 11,582 shares; 2026Q1: 12,840 shares; 2026Q2: 12,840 shares 12,840 $474K 0.22% 0 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,096 shares; 2025Q4: 14,096 shares; 2026Q1: 14,096 shares; 2026Q2: 14,096 shares 14,096 $468K 0.22% 0 Timeline DISV 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 loaded; 2024Q4: 13,193 shares; 2025Q1: 13,193 shares; 2025Q2: 13,193 shares; 2025Q3: 13,193 shares; 2025Q4: 11,772 shares; 2026Q1: 11,772 shares; 2026Q2: 11,524 shares 11,524 $462K 0.22% -248 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,354 shares; 2025Q1: 6,854 shares; 2025Q2: 6,854 shares; 2025Q3: 6,658 shares; 2025Q4: 6,428 shares; 2026Q1: 6,006 shares; 2026Q2: 5,907 shares 5,907 $462K 0.22% -99 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480 shares 480 $462K 0.22% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,565 shares; 2026Q1: 26,942 shares; 2026Q2: 5,952 shares 5,952 $450K 0.21% -20,990 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $441K 0.21% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,770 shares; 2025Q2: not reported; 2025Q3: 1,770 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,970 shares 2,970 $440K 0.21% new Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,611 shares; 2025Q1: 37,111 shares; 2025Q2: 37,111 shares; 2025Q3: 37,111 shares; 2025Q4: 37,111 shares; 2026Q1: 37,766 shares; 2026Q2: 37,766 shares 37,766 $430K 0.2% 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 loaded; 2024Q4: 2,709 shares; 2025Q1: 3,163 shares; 2025Q2: 3,163 shares; 2025Q3: 3,106 shares; 2025Q4: 2,504 shares; 2026Q1: 2,418 shares; 2026Q2: 2,672 shares 2,672 $417K 0.2% +254 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 98,975 shares; 2025Q1: 98,975 shares; 2025Q2: 98,975 shares; 2025Q3: 91,812 shares; 2025Q4: 68,041 shares; 2026Q1: 66,532 shares; 2026Q2: 70,528 shares 70,528 $411K 0.19% +3,996 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: not loaded; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $409K 0.19% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,459 shares; 2025Q1: 8,659 shares; 2025Q2: 8,459 shares; 2025Q3: 8,243 shares; 2025Q4: 7,855 shares; 2026Q1: 7,716 shares; 2026Q2: 7,684 shares 7,684 $403K 0.19% -32 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,534 shares; 2025Q4: 3,686 shares; 2026Q1: 4,119 shares; 2026Q2: 4,176 shares 4,176 $403K 0.19% +57 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,864 shares 4,864 $402K 0.19% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,925 shares; 2025Q1: 2,925 shares; 2025Q2: 2,925 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares; 2026Q1: 2,925 shares; 2026Q2: 2,925 shares 2,925 $400K 0.19% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,671 shares; 2025Q1: 3,633 shares; 2025Q2: 3,633 shares; 2025Q3: 3,500 shares; 2025Q4: 3,321 shares; 2026Q1: 3,296 shares; 2026Q2: 3,262 shares 3,262 $381K 0.18% -34 Timeline VUSB 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 loaded; 2024Q4: not reported; 2025Q1: 5,330 shares; 2025Q2: 5,330 shares; 2025Q3: 5,457 shares; 2025Q4: 5,538 shares; 2026Q1: 5,576 shares; 2026Q2: 7,598 shares 7,598 $378K 0.18% +2,022 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: not loaded; 2024Q4: 8,199 shares; 2025Q1: 8,199 shares; 2025Q2: 8,199 shares; 2025Q3: 7,913 shares; 2025Q4: 7,913 shares; 2026Q1: 7,185 shares; 2026Q2: 6,976 shares 6,976 $378K 0.18% -209 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,880 shares; 2025Q1: 16,880 shares; 2025Q2: 16,880 shares; 2025Q3: 16,379 shares; 2025Q4: 16,167 shares; 2026Q1: 15,568 shares; 2026Q2: 15,513 shares 15,513 $377K 0.18% -55 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 802 shares; 2026Q2: 961 shares 961 $372K 0.17% +159 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: not loaded; 2024Q4: 3,046 shares; 2025Q1: 3,046 shares; 2025Q2: 3,046 shares; 2025Q3: 2,991 shares; 2025Q4: 2,850 shares; 2026Q1: 2,666 shares; 2026Q2: 2,660 shares 2,660 $364K 0.17% -6 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,668 shares; 2025Q4: 1,542 shares; 2026Q1: 1,395 shares; 2026Q2: 1,519 shares 1,519 $362K 0.17% +124 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,442 shares 1,442 $355K 0.17% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,935 shares; 2025Q1: 5,332 shares; 2025Q2: 5,332 shares; 2025Q3: 5,222 shares; 2025Q4: 5,222 shares; 2026Q1: 3,091 shares; 2026Q2: 3,009 shares 3,009 $355K 0.17% -82 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 loaded; 2024Q4: 8,213 shares; 2025Q1: 8,173 shares; 2025Q2: 8,173 shares; 2025Q3: 6,944 shares; 2025Q4: 6,661 shares; 2026Q1: 6,419 shares; 2026Q2: 5,828 shares 5,828 $352K 0.17% -591 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: not loaded; 2024Q4: 8,960 shares; 2025Q1: 5,150 shares; 2025Q2: 5,150 shares; 2025Q3: 4,393 shares; 2025Q4: 4,607 shares; 2026Q1: 4,366 shares; 2026Q2: 4,322 shares 4,322 $351K 0.17% -44 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,602 shares; 2025Q4: 4,698 shares; 2026Q1: 3,445 shares; 2026Q2: 4,335 shares 4,335 $344K 0.16% +890 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,699 shares; 2025Q4: 11,967 shares; 2026Q1: 12,567 shares; 2026Q2: 15,961 shares 15,961 $342K 0.16% +3,394 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,995 shares 3,995 $334K 0.16% new Timeline VSGX 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 loaded; 2024Q4: 6,560 shares; 2025Q1: 6,565 shares; 2025Q2: 6,565 shares; 2025Q3: 4,841 shares; 2025Q4: 4,851 shares; 2026Q1: 4,856 shares; 2026Q2: 4,018 shares 4,018 $331K 0.16% -838 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: not loaded; 2024Q4: 6,420 shares; 2025Q1: 6,424 shares; 2025Q2: 6,424 shares; 2025Q3: 4,823 shares; 2025Q4: 4,611 shares; 2026Q1: 4,346 shares; 2026Q2: 4,567 shares 4,567 $329K 0.15% +221 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 283 shares 283 $327K 0.15% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 564 shares 564 $318K 0.15% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,788 shares; 2025Q1: 2,786 shares; 2025Q2: 2,786 shares; 2025Q3: 2,928 shares; 2025Q4: 2,835 shares; 2026Q1: 2,963 shares; 2026Q2: 2,944 shares 2,944 $316K 0.15% -19 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,128 shares 1,128 $316K 0.15% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,578 shares; 2025Q4: 4,578 shares; 2026Q1: 4,563 shares; 2026Q2: 4,348 shares 4,348 $314K 0.15% -215 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,055 shares 1,055 $309K 0.15% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,038 shares; 2025Q4: 6,049 shares; 2026Q1: not reported; 2026Q2: 5,321 shares 5,321 $307K 0.14% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,710 shares; 2025Q1: 4,708 shares; 2025Q2: 4,708 shares; 2025Q3: 4,602 shares; 2025Q4: 3,449 shares; 2026Q1: 3,502 shares; 2026Q2: 4,051 shares 4,051 $302K 0.14% +549 Timeline DFGP 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 loaded; 2024Q4: 4,082 shares; 2025Q1: 5,712 shares; 2025Q2: 5,712 shares; 2025Q3: 5,712 shares; 2025Q4: 7,045 shares; 2026Q1: 7,362 shares; 2026Q2: 5,526 shares 5,526 $301K 0.14% -1,836 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: not loaded; 2024Q4: not reported; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 4,850 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares; 2026Q2: 3,900 shares 3,900 $301K 0.14% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,724 shares; 2025Q1: 1,704 shares; 2025Q2: 1,704 shares; 2025Q3: 1,627 shares; 2025Q4: 1,539 shares; 2026Q1: 1,454 shares; 2026Q2: 1,451 shares 1,451 $299K 0.14% -3 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,069 shares 4,069 $291K 0.14% new 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: not loaded; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 866 shares; 2025Q4: 916 shares; 2026Q1: 866 shares; 2026Q2: 846 shares 846 $290K 0.14% -20 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,945 shares 1,945 $285K 0.13% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,277 shares; 2025Q1: 7,276 shares; 2025Q2: 7,276 shares; 2025Q3: 6,042 shares; 2025Q4: 5,799 shares; 2026Q1: 5,705 shares; 2026Q2: 5,618 shares 5,618 $280K 0.13% -87 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,171 shares 2,171 $279K 0.13% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,769 shares 6,769 $277K 0.13% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 918 shares 918 $272K 0.13% new Timeline BIV 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 loaded; 2024Q4: 3,091 shares; 2025Q1: 3,091 shares; 2025Q2: 3,091 shares; 2025Q3: 3,091 shares; 2025Q4: 3,604 shares; 2026Q1: 3,604 shares; 2026Q2: 3,524 shares 3,524 $270K 0.13% -80 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: not loaded; 2024Q4: 12,896 shares; 2025Q1: 12,898 shares; 2025Q2: 12,898 shares; 2025Q3: 11,869 shares; 2025Q4: 9,487 shares; 2026Q1: 9,756 shares; 2026Q2: 11,035 shares 11,035 $266K 0.12% +1,279 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 364 shares 364 $263K 0.12% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 832 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 813 shares 813 $259K 0.12% new 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: not loaded; 2024Q4: 6,705 shares; 2025Q1: 6,710 shares; 2025Q2: 6,710 shares; 2025Q3: 6,543 shares; 2025Q4: 6,213 shares; 2026Q1: 6,158 shares; 2026Q2: 6,084 shares 6,084 $258K 0.12% -74 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: not loaded; 2024Q4: not reported; 2025Q1: 15,597 shares; 2025Q2: 15,597 shares; 2025Q3: 14,918 shares; 2025Q4: 12,792 shares; 2026Q1: 11,417 shares; 2026Q2: 12,261 shares 12,261 $254K 0.12% +844 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,589 shares; 2026Q2: 1,873 shares 1,873 $254K 0.12% +284 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 507 shares; 2026Q2: 2,027 shares 2,027 $252K 0.12% +1,520 Timeline VSDB 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,275 shares; 2026Q1: 3,275 shares; 2026Q2: 3,275 shares 3,275 $250K 0.12% 0 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 loaded; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $243K 0.11% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,198 shares; 2025Q1: 3,199 shares; 2025Q2: 3,199 shares; 2025Q3: 3,228 shares; 2025Q4: 3,180 shares; 2026Q1: 3,300 shares; 2026Q2: 3,291 shares 3,291 $240K 0.11% -9 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: not loaded; 2024Q4: 717 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 670 shares; 2025Q4: 729 shares; 2026Q1: 671 shares; 2026Q2: 658 shares 658 $232K 0.11% -13 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,998 shares 1,998 $226K 0.11% new Timeline BNDW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares; 2026Q1: 3,259 shares; 2026Q2: 3,259 shares 3,259 $223K 0.11% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,650 shares 2,650 $222K 0.1% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 649 shares 649 $220K 0.1% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,335 shares 1,335 $218K 0.1% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 452 shares 452 $216K 0.1% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206 shares 206 $208K 0.1% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,169 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,357 shares 1,357 $205K 0.1% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 212 shares 212 $205K 0.1% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,073 shares; 2025Q1: 8,669 shares; 2025Q2: 8,669 shares; 2025Q3: 7,905 shares; 2025Q4: not reported; 2026Q1: 7,099 shares; 2026Q2: 8,261 shares 8,261 $203K 0.1% +1,162 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,243 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,472 shares; 2025Q4: 4,527 shares; 2026Q1: not reported; 2026Q2: 5,768 shares 5,768 $201K 0.09% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 278 shares 278 $200K 0.09% new Timeline