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: 584,782 shares; 2024Q4: 595,804 shares; 2025Q1: 784,696 shares; 2025Q2: 755,918 shares; 2025Q3: 803,942 shares; 2025Q4: 904,268 shares; 2026Q1: 952,081 shares; 2026Q2: 990,171 shares 990,171 $51.2M 14.28% +38,090 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: 1,017,794 shares; 2024Q4: 1,125,288 shares; 2025Q1: 946,021 shares; 2025Q2: 1,009,639 shares; 2025Q3: 1,068,133 shares; 2025Q4: 1,180,250 shares; 2026Q1: 1,159,923 shares; 2026Q2: 1,186,703 shares 1,186,703 $44.2M 12.33% +26,780 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,565 shares; 2025Q1: 866,761 shares; 2025Q2: 717,360 shares; 2025Q3: 734,151 shares; 2025Q4: 772,836 shares; 2026Q1: 804,003 shares; 2026Q2: 814,490 shares 814,490 $38.7M 10.8% +10,487 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: 162,863 shares; 2024Q4: 313,518 shares; 2025Q1: 333,857 shares; 2025Q2: 379,727 shares; 2025Q3: 426,183 shares; 2025Q4: 496,255 shares; 2026Q1: 546,749 shares; 2026Q2: 624,792 shares 624,792 $26.4M 7.36% +78,043 Timeline DFGX 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: 520,851 shares; 2024Q4: 534,795 shares; 2025Q1: 550,450 shares; 2025Q2: 577,833 shares; 2025Q3: 601,616 shares; 2025Q4: 657,637 shares; 2026Q1: 699,862 shares; 2026Q2: 467,359 shares 467,359 $25M 6.99% -232,503 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237,635 shares; 2026Q1: 234,592 shares; 2026Q2: 237,632 shares 237,632 $22.9M 6.4% +3,040 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 549,667 shares; 2025Q1: 616,869 shares; 2025Q2: 418,278 shares; 2025Q3: 425,345 shares; 2025Q4: 430,933 shares; 2026Q1: 436,542 shares; 2026Q2: 437,425 shares 437,425 $20.6M 5.76% +883 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: 735,592 shares; 2024Q4: 737,661 shares; 2025Q1: 521,069 shares; 2025Q2: 473,731 shares; 2025Q3: 496,998 shares; 2025Q4: 529,912 shares; 2026Q1: 516,341 shares; 2026Q2: 516,208 shares 516,208 $20M 5.59% -133 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,421 shares; 2024Q4: 16,889 shares; 2025Q1: 64,863 shares; 2025Q2: 65,004 shares; 2025Q3: 66,025 shares; 2025Q4: 66,025 shares; 2026Q1: 61,929 shares; 2026Q2: 829,098 shares 829,098 $18.5M 5.16% +767,169 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: 182,369 shares; 2024Q4: 182,228 shares; 2025Q1: 182,475 shares; 2025Q2: 179,702 shares; 2025Q3: 178,170 shares; 2025Q4: 170,253 shares; 2026Q1: 162,741 shares; 2026Q2: 162,455 shares 162,455 $13.3M 3.71% -286 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: 39,746 shares; 2025Q3: 39,383 shares; 2025Q4: 38,438 shares; 2026Q1: 38,353 shares; 2026Q2: 37,986 shares 37,986 $11.5M 3.21% -367 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,253 shares; 2025Q3: 15,170 shares; 2025Q4: 15,170 shares; 2026Q1: 15,257 shares; 2026Q2: 15,107 shares 15,107 $10.4M 2.89% -150 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: 119,253 shares; 2024Q4: 115,070 shares; 2025Q1: 101,753 shares; 2025Q2: 97,017 shares; 2025Q3: 95,132 shares; 2025Q4: 93,078 shares; 2026Q1: 90,316 shares; 2026Q2: 90,155 shares 90,155 $7.42M 2.07% -161 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,224 shares; 2025Q4: 111,774 shares; 2026Q1: 115,525 shares; 2026Q2: 121,315 shares 121,315 $6.15M 1.71% +5,790 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: 126,442 shares; 2024Q4: 124,734 shares; 2025Q1: 124,344 shares; 2025Q2: 123,228 shares; 2025Q3: 122,856 shares; 2025Q4: 121,933 shares; 2026Q1: 118,767 shares; 2026Q2: 118,008 shares 118,008 $5.23M 1.46% -759 Timeline DCOR 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: 60,869 shares; 2025Q3: 60,869 shares; 2025Q4: 57,371 shares; 2026Q1: 57,371 shares; 2026Q2: 57,371 shares 57,371 $4.7M 1.31% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,620 shares; 2025Q3: 26,290 shares; 2025Q4: 26,290 shares; 2026Q1: 26,479 shares; 2026Q2: 26,212 shares 26,212 $3.27M 0.91% -267 Timeline DFAX 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: 69,035 shares; 2024Q4: 68,937 shares; 2025Q1: 67,033 shares; 2025Q2: 65,322 shares; 2025Q3: 65,057 shares; 2025Q4: 64,860 shares; 2026Q1: 62,942 shares; 2026Q2: 62,843 shares 62,843 $2.32M 0.65% -99 Timeline DEHP 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: 59,513 shares; 2024Q4: 58,918 shares; 2025Q1: 57,368 shares; 2025Q2: 51,705 shares; 2025Q3: 51,807 shares; 2025Q4: 48,785 shares; 2026Q1: 39,918 shares; 2026Q2: 38,170 shares 38,170 $1.63M 0.46% -1,748 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,926 shares; 2024Q4: 13,288 shares; 2025Q1: 12,926 shares; 2025Q2: 11,931 shares; 2025Q3: 12,162 shares; 2025Q4: 11,437 shares; 2026Q1: 9,595 shares; 2026Q2: 9,399 shares 9,399 $1.45M 0.4% -196 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: 977 shares; 2024Q4: 982 shares; 2025Q1: 990 shares; 2025Q2: 992 shares; 2025Q3: 1,204 shares; 2025Q4: 1,560 shares; 2026Q1: 1,510 shares; 2026Q2: 1,771 shares 1,771 $1.32M 0.37% +261 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: 5,808 shares; 2024Q4: 5,975 shares; 2025Q1: 12,234 shares; 2025Q2: 13,734 shares; 2025Q3: 13,899 shares; 2025Q4: 12,389 shares; 2026Q1: 12,336 shares; 2026Q2: 13,086 shares 13,086 $1.3M 0.36% +750 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: 5,510 shares; 2024Q4: 6,890 shares; 2025Q1: 9,013 shares; 2025Q2: 8,216 shares; 2025Q3: 10,395 shares; 2025Q4: 12,721 shares; 2026Q1: 20,124 shares; 2026Q2: 20,721 shares 20,721 $1.13M 0.31% +597 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,827 shares; 2024Q4: 2,638 shares; 2025Q1: 2,694 shares; 2025Q2: 3,612 shares; 2025Q3: 3,677 shares; 2025Q4: 3,863 shares; 2026Q1: 3,764 shares; 2026Q2: 3,771 shares 3,771 $1.09M 0.3% +7 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: 4,197 shares; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 4,046 shares; 2025Q3: 4,003 shares; 2025Q4: 4,003 shares; 2026Q1: 4,003 shares; 2026Q2: 4,003 shares 4,003 $971K 0.27% 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: 6,486 shares; 2024Q4: 6,492 shares; 2025Q1: 6,441 shares; 2025Q2: 12,625 shares; 2025Q3: 12,655 shares; 2025Q4: 12,154 shares; 2026Q1: 11,880 shares; 2026Q2: 12,046 shares 12,046 $858K 0.24% +166 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,926 shares; 2026Q1: 2,231 shares; 2026Q2: 2,232 shares 2,232 $826K 0.23% +1 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: 2,373 shares; 2024Q4: 2,334 shares; 2025Q1: 2,378 shares; 2025Q2: 2,275 shares; 2025Q3: 2,320 shares; 2025Q4: 2,120 shares; 2026Q1: 2,015 shares; 2026Q2: 2,015 shares 2,015 $720K 0.2% 0 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: 4,572 shares; 2024Q4: 18,286 shares; 2025Q1: 18,286 shares; 2025Q2: 21,515 shares; 2025Q3: 21,515 shares; 2025Q4: 21,515 shares; 2026Q1: 21,515 shares; 2026Q2: 20,913 shares 20,913 $708K 0.2% -602 Timeline FENI 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: 14,186 shares; 2026Q1: 13,585 shares; 2026Q2: 15,756 shares 15,756 $632K 0.18% +2,171 Timeline AVUS 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: 4,929 shares; 2024Q4: 4,929 shares; 2025Q1: 4,929 shares; 2025Q2: 4,929 shares; 2025Q3: 4,929 shares; 2025Q4: 4,929 shares; 2026Q1: 4,929 shares; 2026Q2: 4,929 shares 4,929 $631K 0.18% 0 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: 1,362 shares; 2024Q4: 1,362 shares; 2025Q1: 1,234 shares; 2025Q2: 1,237 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares; 2026Q2: 4,903 shares 4,903 $609K 0.17% +3,669 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: 381 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,559 shares; 2025Q3: 2,443 shares; 2025Q4: 2,359 shares; 2026Q1: 1,459 shares; 2026Q2: 1,418 shares 1,418 $589K 0.16% -41 Timeline DFAW 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: 5,037 shares; 2024Q4: 5,331 shares; 2025Q1: 5,729 shares; 2025Q2: 4,799 shares; 2025Q3: 3,626 shares; 2025Q4: 6,406 shares; 2026Q1: 4,132 shares; 2026Q2: 6,944 shares 6,944 $575K 0.16% +2,812 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 454 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 452 shares; 2026Q2: 452 shares 452 $542K 0.15% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,870 shares; 2025Q2: 1,817 shares; 2025Q3: 1,832 shares; 2025Q4: 1,922 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $509K 0.14% 0 Timeline AVDE 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: 6,065 shares; 2024Q4: 6,065 shares; 2025Q1: 5,724 shares; 2025Q2: 5,724 shares; 2025Q3: 5,322 shares; 2025Q4: 5,322 shares; 2026Q1: 5,322 shares; 2026Q2: 5,322 shares 5,322 $475K 0.13% 0 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: 560 shares; 2024Q4: 560 shares; 2025Q1: 1,187 shares; 2025Q2: 581 shares; 2025Q3: 558 shares; 2025Q4: 616 shares; 2026Q1: 625 shares; 2026Q2: 634 shares 634 $475K 0.13% +9 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: 871 shares; 2024Q4: 873 shares; 2025Q1: 896 shares; 2025Q2: 1,357 shares; 2025Q3: 1,315 shares; 2025Q4: 1,203 shares; 2026Q1: 1,197 shares; 2026Q2: 1,184 shares 1,184 $442K 0.12% -13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 598 shares; 2026Q2: 598 shares 598 $440K 0.12% 0 Timeline USXF 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: 5,800 shares; 2025Q2: 5,814 shares; 2025Q3: 5,827 shares; 2025Q4: 6,006 shares; 2026Q1: 6,019 shares; 2026Q2: 6,030 shares 6,030 $419K 0.12% +11 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: 5,374 shares; 2024Q4: 5,348 shares; 2025Q1: 7,344 shares; 2025Q2: 7,417 shares; 2025Q3: 7,417 shares; 2025Q4: 6,765 shares; 2026Q1: 6,776 shares; 2026Q2: 6,763 shares 6,763 $385K 0.11% -13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 681 shares; 2025Q4: 697 shares; 2026Q1: 697 shares; 2026Q2: 4,183 shares 4,183 $360K 0.1% +3,486 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: 845 shares; 2024Q4: 845 shares; 2025Q1: not reported; 2025Q2: 1,166 shares; 2025Q3: 1,167 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares; 2026Q2: 1,168 shares 1,168 $354K 0.1% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 626 shares; 2025Q1: 628 shares; 2025Q2: 632 shares; 2025Q3: 631 shares; 2025Q4: 628 shares; 2026Q1: 632 shares; 2026Q2: 631 shares 631 $327K 0.09% -1 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: 4,275 shares; 2024Q4: 4,273 shares; 2025Q1: 4,222 shares; 2025Q2: 4,221 shares; 2025Q3: 4,221 shares; 2025Q4: 4,221 shares; 2026Q1: 4,221 shares; 2026Q2: 4,221 shares 4,221 $325K 0.09% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 431 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 650 shares; 2026Q1: 654 shares; 2026Q2: 612 shares 612 $306K 0.09% -42 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: 1,159 shares; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: 1,417 shares; 2025Q3: 1,288 shares; 2025Q4: 1,287 shares; 2026Q1: 1,287 shares; 2026Q2: 1,287 shares 1,287 $305K 0.08% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 2,090 shares; 2025Q1: 1,886 shares; 2025Q2: 1,812 shares; 2025Q3: 1,649 shares; 2025Q4: 1,693 shares; 2026Q1: 1,544 shares; 2026Q2: 1,469 shares 1,469 $294K 0.08% -75 Timeline QTUM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,736 shares 1,736 $287K 0.08% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,184 shares; 2024Q4: 3,184 shares; 2025Q1: 3,184 shares; 2025Q2: 2,336 shares; 2025Q3: 2,336 shares; 2025Q4: 2,214 shares; 2026Q1: 1,887 shares; 2026Q2: 1,887 shares 1,887 $279K 0.08% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,152 shares; 2024Q4: 6,245 shares; 2025Q1: 3,434 shares; 2025Q2: 3,487 shares; 2025Q3: 3,500 shares; 2025Q4: 2,639 shares; 2026Q1: 2,639 shares; 2026Q2: 2,673 shares 2,673 $278K 0.08% +34 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,354 shares; 2025Q4: 5,456 shares; 2026Q1: 5,456 shares; 2026Q2: 5,459 shares 5,459 $265K 0.07% +3 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: 1,577 shares; 2025Q1: not reported; 2025Q2: 1,577 shares; 2025Q3: 1,577 shares; 2025Q4: 1,577 shares; 2026Q1: 1,577 shares; 2026Q2: 1,577 shares 1,577 $259K 0.07% 0 Timeline PWV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares; 2026Q1: 3,405 shares; 2026Q2: 3,405 shares 3,405 $258K 0.07% 0 Timeline FTEC 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: not reported; 2026Q2: 894 shares 894 $255K 0.07% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,405 shares; 2026Q1: 1,411 shares; 2026Q2: 1,404 shares 1,404 $254K 0.07% -7 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 332 shares 332 $251K 0.07% 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: 1,204 shares; 2024Q4: 1,176 shares; 2025Q1: 1,184 shares; 2025Q2: 1,195 shares; 2025Q3: 1,103 shares; 2025Q4: 1,119 shares; 2026Q1: 1,132 shares; 2026Q2: 1,032 shares 1,032 $246K 0.07% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: 884 shares; 2026Q1: 985 shares; 2026Q2: 963 shares 963 $242K 0.07% -22 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,505 shares; 2024Q4: 381,630 shares; 2025Q1: 339,776 shares; 2025Q2: 340,242 shares; 2025Q3: 353,197 shares; 2025Q4: 384,721 shares; 2026Q1: 380,905 shares; 2026Q2: 5,444 shares 5,444 $237K 0.07% -375,461 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: 4,754 shares; 2024Q4: 5,170 shares; 2025Q1: 5,422 shares; 2025Q2: 5,588 shares; 2025Q3: 5,653 shares; 2025Q4: 5,878 shares; 2026Q1: 5,715 shares; 2026Q2: 3,425 shares 3,425 $235K 0.07% -2,290 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594 shares; 2024Q4: 1,593 shares; 2025Q1: 1,599 shares; 2025Q2: 1,976 shares; 2025Q3: 1,958 shares; 2025Q4: 1,681 shares; 2026Q1: 1,639 shares; 2026Q2: 1,594 shares 1,594 $234K 0.07% -45 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 2,244 shares 2,244 $232K 0.06% new Timeline IAGG 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: 4,582 shares 4,582 $232K 0.06% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 188 shares 188 $217K 0.06% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 757 shares; 2026Q1: not reported; 2026Q2: 618 shares 618 $202K 0.06% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 443 shares 443 $167K 0.05% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,067 shares; 2025Q3: 1,072 shares; 2025Q4: 1,067 shares; 2026Q1: not reported; 2026Q2: 1,065 shares 1,065 $156K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 443 shares 443 $125K 0.03% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204 shares 204 $115K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 756 shares 756 $88.8K 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares 34 $77.3K 0.02% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209 shares 209 $73.2K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 454 shares 454 $63.3K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98 shares 98 $56.9K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares 60 $43.4K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176 shares 176 $32.5K 0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 55 shares 55 $26.6K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING 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: 96 shares 96 $24.5K 0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37 shares 37 $23.6K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24 shares 24 $23.2K 0.01% new 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: 61 shares 61 $18.2K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $12.9K <0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 18 shares 18 $8.71K <0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB 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: 6 shares 6 $2.02K <0.01% new Timeline