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: 756,959 shares; 2024Q4: 731,403 shares; 2025Q1: 671,651 shares; 2025Q2: 576,066 shares; 2025Q3: 563,355 shares; 2025Q4: 512,994 shares; 2026Q1: 469,354 shares; 2026Q2: 491,625 shares 491,625 $39M 8.25% +22,271 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: 107,693 shares; 2024Q4: 105,468 shares; 2025Q1: 103,467 shares; 2025Q2: 81,335 shares; 2025Q3: 79,781 shares; 2025Q4: 79,205 shares; 2026Q1: 79,321 shares; 2026Q2: 451,625 shares 451,625 $38.9M 8.22% +372,304 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: 895,101 shares; 2024Q4: 885,422 shares; 2025Q1: 850,684 shares; 2025Q2: 497,425 shares; 2025Q3: 484,639 shares; 2025Q4: 485,791 shares; 2026Q1: 480,336 shares; 2026Q2: 474,682 shares 474,682 $26.1M 5.52% -5,654 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: 261,540 shares; 2024Q4: 271,158 shares; 2025Q1: 246,858 shares; 2025Q2: 241,858 shares; 2025Q3: 220,658 shares; 2025Q4: 224,655 shares; 2026Q1: 217,344 shares; 2026Q2: 206,897 shares 206,897 $20.3M 4.29% -10,447 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: 173,842 shares; 2024Q4: 173,019 shares; 2025Q1: 181,199 shares; 2025Q2: 171,913 shares; 2025Q3: 167,913 shares; 2025Q4: 181,990 shares; 2026Q1: 179,294 shares; 2026Q2: 183,701 shares 183,701 $15.1M 3.2% +4,407 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: 355,339 shares; 2024Q4: 391,595 shares; 2025Q1: 431,916 shares; 2025Q2: 347,598 shares; 2025Q3: 354,126 shares; 2025Q4: 387,317 shares; 2026Q1: 397,581 shares; 2026Q2: 403,790 shares 403,790 $15M 3.18% +6,209 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: 639,554 shares; 2024Q4: 640,349 shares; 2025Q1: 634,673 shares; 2025Q2: 155,783 shares; 2025Q3: 148,791 shares; 2025Q4: 161,855 shares; 2026Q1: 173,415 shares; 2026Q2: 181,888 shares 181,888 $14.9M 3.15% +8,473 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: 64,961 shares; 2024Q4: 64,766 shares; 2025Q1: 62,064 shares; 2025Q2: 59,221 shares; 2025Q3: 58,997 shares; 2025Q4: 59,640 shares; 2026Q1: 60,090 shares; 2026Q2: 60,000 shares 60,000 $13.1M 2.76% -90 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: 209,543 shares; 2024Q4: 237,329 shares; 2025Q1: 244,960 shares; 2025Q2: 251,640 shares; 2025Q3: 279,919 shares; 2025Q4: 334,634 shares; 2026Q1: 358,613 shares; 2026Q2: 386,559 shares 386,559 $11.2M 2.37% +27,946 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: 226,769 shares; 2024Q4: 231,333 shares; 2025Q1: 239,599 shares; 2025Q2: 244,794 shares; 2025Q3: 254,482 shares; 2025Q4: 265,385 shares; 2026Q1: 269,564 shares; 2026Q2: 269,464 shares 269,464 $11M 2.31% -100 Timeline VPU 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: 56,740 shares; 2024Q4: 56,860 shares; 2025Q1: 56,690 shares; 2025Q2: 53,563 shares; 2025Q3: 53,427 shares; 2025Q4: 53,909 shares; 2026Q1: 53,259 shares; 2026Q2: 55,147 shares 55,147 $10.8M 2.28% +1,888 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: 163,560 shares; 2024Q4: 161,049 shares; 2025Q1: 162,606 shares; 2025Q2: 146,967 shares; 2025Q3: 145,405 shares; 2025Q4: 145,467 shares; 2026Q1: 142,654 shares; 2026Q2: 142,440 shares 142,440 $9.96M 2.1% -214 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,149 shares; 2026Q1: 116,464 shares; 2026Q2: 128,709 shares 128,709 $9.86M 2.08% +12,245 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: 24,410 shares; 2024Q4: 35,632 shares; 2025Q1: 43,783 shares; 2025Q2: 51,679 shares; 2025Q3: 57,366 shares; 2025Q4: 57,554 shares; 2026Q1: 57,149 shares; 2026Q2: 56,711 shares 56,711 $9.4M 1.99% -438 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: 2,290 shares; 2024Q4: 3,720 shares; 2025Q1: 14,671 shares; 2025Q2: 29,685 shares; 2025Q3: 45,826 shares; 2025Q4: 55,803 shares; 2026Q1: 66,477 shares; 2026Q2: 72,201 shares 72,201 $9.28M 1.96% +5,724 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: 10,554 shares; 2024Q4: 100,735 shares; 2025Q1: 104,496 shares; 2025Q2: 102,722 shares; 2025Q3: 102,725 shares; 2025Q4: 112,427 shares; 2026Q1: 113,542 shares; 2026Q2: 110,004 shares 110,004 $9.11M 1.92% -3,538 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: 392,543 shares; 2024Q4: 377,367 shares; 2025Q1: 368,639 shares; 2025Q2: 242,051 shares; 2025Q3: 241,046 shares; 2025Q4: 237,370 shares; 2026Q1: 232,367 shares; 2026Q2: 247,021 shares 247,021 $9.1M 1.92% +14,654 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: 152,476 shares; 2024Q4: 158,137 shares; 2025Q1: 160,160 shares; 2025Q2: 151,271 shares; 2025Q3: 142,103 shares; 2025Q4: 130,091 shares; 2026Q1: 126,020 shares; 2026Q2: 123,861 shares 123,861 $8.83M 1.86% -2,159 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: 237,888 shares; 2024Q4: 236,408 shares; 2025Q1: 223,001 shares; 2025Q2: 208,648 shares; 2025Q3: 205,279 shares; 2025Q4: 203,991 shares; 2026Q1: 189,997 shares; 2026Q2: 205,596 shares 205,596 $8.7M 1.84% +15,599 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: 35,724 shares; 2024Q4: 35,589 shares; 2025Q1: 31,882 shares; 2025Q2: 32,620 shares; 2025Q3: 32,046 shares; 2025Q4: 30,642 shares; 2026Q1: 30,794 shares; 2026Q2: 30,374 shares 30,374 $7.38M 1.56% -420 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: 71,535 shares; 2024Q4: 70,199 shares; 2025Q1: 74,312 shares; 2025Q2: 69,597 shares; 2025Q3: 70,411 shares; 2025Q4: 70,674 shares; 2026Q1: 71,349 shares; 2026Q2: 71,580 shares 71,580 $6.9M 1.46% +231 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: 204,966 shares; 2024Q4: 200,657 shares; 2025Q1: 168,839 shares; 2025Q2: 132,434 shares; 2025Q3: 128,209 shares; 2025Q4: 102,250 shares; 2026Q1: 91,176 shares; 2026Q2: 89,415 shares 89,415 $6.75M 1.43% -1,761 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: 23,252 shares; 2024Q4: 23,027 shares; 2025Q1: 23,154 shares; 2025Q2: 25,465 shares; 2025Q3: 25,800 shares; 2025Q4: 24,957 shares; 2026Q1: 25,368 shares; 2026Q2: 22,163 shares 22,163 $6.72M 1.42% -3,205 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: 113,578 shares; 2024Q4: 112,099 shares; 2025Q1: 133,812 shares; 2025Q2: 136,333 shares; 2025Q3: 147,289 shares; 2025Q4: 151,323 shares; 2026Q1: 154,956 shares; 2026Q2: 155,852 shares 155,852 $6.05M 1.28% +896 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: 10,742 shares; 2024Q4: 11,104 shares; 2025Q1: 11,918 shares; 2025Q2: 9,375 shares; 2025Q3: 9,263 shares; 2025Q4: 8,243 shares; 2026Q1: 8,609 shares; 2026Q2: 8,694 shares 8,694 $5.97M 1.26% +85 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: 84,996 shares; 2024Q4: 91,972 shares; 2025Q1: 112,161 shares; 2025Q2: 101,010 shares; 2025Q3: 107,840 shares; 2025Q4: 111,300 shares; 2026Q1: 130,052 shares; 2026Q2: 136,747 shares 136,747 $5.41M 1.14% +6,695 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: 91,152 shares; 2024Q4: 92,574 shares; 2025Q1: 89,542 shares; 2025Q2: 65,088 shares; 2025Q3: 64,110 shares; 2025Q4: 78,899 shares; 2026Q1: 98,018 shares; 2026Q2: 98,541 shares 98,541 $4.76M 1.01% +523 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: 55,294 shares; 2024Q4: 118,223 shares; 2025Q1: 124,108 shares; 2025Q2: 132,934 shares; 2025Q3: 140,336 shares; 2025Q4: 163,059 shares; 2026Q1: 180,905 shares; 2026Q2: 184,987 shares 184,987 $4.47M 0.94% +4,082 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,979 shares; 2025Q1: 5,357 shares; 2025Q2: 6,670 shares; 2025Q3: 9,719 shares; 2025Q4: 12,364 shares; 2026Q1: 13,992 shares; 2026Q2: 12,224 shares 12,224 $4.43M 0.94% -1,768 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: 33,560 shares; 2024Q4: 41,433 shares; 2025Q1: 71,507 shares; 2025Q2: 52,688 shares; 2025Q3: 50,284 shares; 2025Q4: 50,109 shares; 2026Q1: 51,075 shares; 2026Q2: 39,336 shares 39,336 $4.34M 0.92% -11,739 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,802 shares; 2024Q4: 63,875 shares; 2025Q1: 62,391 shares; 2025Q2: 68,774 shares; 2025Q3: 76,722 shares; 2025Q4: 82,741 shares; 2026Q1: 81,673 shares; 2026Q2: 82,194 shares 82,194 $4.16M 0.88% +521 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: 76,413 shares; 2024Q4: 80,249 shares; 2025Q1: 75,418 shares; 2025Q2: 72,391 shares; 2025Q3: 66,375 shares; 2025Q4: 70,332 shares; 2026Q1: 70,126 shares; 2026Q2: 65,771 shares 65,771 $3.93M 0.83% -4,355 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,550 shares; 2024Q4: 95,358 shares; 2025Q1: 87,501 shares; 2025Q2: 81,497 shares; 2025Q3: 80,128 shares; 2025Q4: 76,172 shares; 2026Q1: 73,823 shares; 2026Q2: 72,183 shares 72,183 $3.64M 0.77% -1,640 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 reported; 2024Q4: 10,106 shares; 2025Q1: 15,839 shares; 2025Q2: 20,545 shares; 2025Q3: 22,697 shares; 2025Q4: 23,332 shares; 2026Q1: 22,137 shares; 2026Q2: 14,085 shares 14,085 $3.58M 0.76% -8,052 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,888 shares; 2024Q4: 62,740 shares; 2025Q1: 62,740 shares; 2025Q2: 60,808 shares; 2025Q3: 60,765 shares; 2025Q4: 59,253 shares; 2026Q1: 58,647 shares; 2026Q2: 58,237 shares 58,237 $3.54M 0.75% -410 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: 16,130 shares; 2024Q4: 23,653 shares; 2025Q1: 31,314 shares; 2025Q2: 30,753 shares; 2025Q3: 34,666 shares; 2025Q4: 38,438 shares; 2026Q1: 38,520 shares; 2026Q2: 38,787 shares 38,787 $3.21M 0.68% +267 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: 363,669 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114,611 shares; 2026Q1: 102,885 shares; 2026Q2: 102,887 shares 102,887 $2.98M 0.63% +2 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: 12,765 shares; 2024Q4: 12,774 shares; 2025Q1: 12,744 shares; 2025Q2: 5,677 shares; 2025Q3: 5,677 shares; 2025Q4: 5,677 shares; 2026Q1: 5,677 shares; 2026Q2: 5,677 shares 5,677 $2.84M 0.6% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,712 shares; 2024Q4: 39,743 shares; 2025Q1: 38,304 shares; 2025Q2: 37,438 shares; 2025Q3: 36,956 shares; 2025Q4: 33,075 shares; 2026Q1: 32,300 shares; 2026Q2: 32,000 shares 32,000 $2.81M 0.59% -300 Timeline SCHA 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: 39,212 shares; 2024Q4: 75,526 shares; 2025Q1: 78,142 shares; 2025Q2: 79,232 shares; 2025Q3: 79,232 shares; 2025Q4: 78,428 shares; 2026Q1: 76,343 shares; 2026Q2: 75,428 shares 75,428 $2.73M 0.58% -915 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: 40,605 shares; 2024Q4: 38,239 shares; 2025Q1: 39,032 shares; 2025Q2: 36,772 shares; 2025Q3: 35,894 shares; 2025Q4: 35,216 shares; 2026Q1: 33,825 shares; 2026Q2: 33,084 shares 33,084 $2.72M 0.57% -741 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: 67,827 shares; 2024Q4: 64,193 shares; 2025Q1: 59,041 shares; 2025Q2: 54,165 shares; 2025Q3: 50,168 shares; 2025Q4: 49,172 shares; 2026Q1: 50,210 shares; 2026Q2: 46,009 shares 46,009 $2.68M 0.57% -4,201 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: 34,038 shares; 2024Q4: 34,117 shares; 2025Q1: 29,586 shares; 2025Q2: 27,418 shares; 2025Q3: 28,218 shares; 2025Q4: 28,895 shares; 2026Q1: 32,288 shares; 2026Q2: 33,262 shares 33,262 $2.59M 0.55% +974 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: 69,905 shares; 2024Q4: 71,556 shares; 2025Q1: 68,547 shares; 2025Q2: 66,549 shares; 2025Q3: 66,480 shares; 2025Q4: 69,901 shares; 2026Q1: 71,471 shares; 2026Q2: 61,801 shares 61,801 $2.55M 0.54% -9,670 Timeline SCHX 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: 30,001 shares; 2024Q4: 88,803 shares; 2025Q1: 86,807 shares; 2025Q2: 86,011 shares; 2025Q3: 86,260 shares; 2025Q4: 85,578 shares; 2026Q1: 85,125 shares; 2026Q2: 85,125 shares 85,125 $2.51M 0.53% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,750 shares; 2024Q4: 7,309 shares; 2025Q1: 7,162 shares; 2025Q2: 7,160 shares; 2025Q3: 7,055 shares; 2025Q4: 6,851 shares; 2026Q1: 6,833 shares; 2026Q2: 6,612 shares 6,612 $2.45M 0.52% -221 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: 21,765 shares; 2024Q4: 36,114 shares; 2025Q1: 38,230 shares; 2025Q2: 37,340 shares; 2025Q3: 31,080 shares; 2025Q4: 35,937 shares; 2026Q1: 38,867 shares; 2026Q2: 47,901 shares 47,901 $2.29M 0.48% +9,034 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,725 shares; 2024Q4: 23,211 shares; 2025Q1: 22,613 shares; 2025Q2: 19,068 shares; 2025Q3: 18,895 shares; 2025Q4: 16,817 shares; 2026Q1: 16,412 shares; 2026Q2: 16,072 shares 16,072 $2.21M 0.47% -340 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: 34,414 shares; 2024Q4: 33,588 shares; 2025Q1: 33,431 shares; 2025Q2: 33,442 shares; 2025Q3: 33,487 shares; 2025Q4: 38,809 shares; 2026Q1: 40,449 shares; 2026Q2: 40,412 shares 40,412 $2.09M 0.44% -37 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: 19,167 shares; 2024Q4: 19,498 shares; 2025Q1: 19,244 shares; 2025Q2: 6,056 shares; 2025Q3: 6,422 shares; 2025Q4: 5,824 shares; 2026Q1: 5,912 shares; 2026Q2: 5,955 shares 5,955 $2.05M 0.43% +43 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: 26,659 shares; 2024Q4: 27,269 shares; 2025Q1: 28,501 shares; 2025Q2: 23,325 shares; 2025Q3: 29,270 shares; 2025Q4: 34,266 shares; 2026Q1: 36,094 shares; 2026Q2: 37,315 shares 37,315 $2.03M 0.43% +1,221 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: 11,296 shares; 2024Q4: 10,046 shares; 2025Q1: 9,622 shares; 2025Q2: 9,522 shares; 2025Q3: 9,522 shares; 2025Q4: 9,522 shares; 2026Q1: 9,522 shares; 2026Q2: 9,522 shares 9,522 $2.03M 0.43% 0 Timeline NKE NIKE INC More: the full row for NIKE 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: 9,758 shares; 2026Q2: 47,990 shares 47,990 $1.97M 0.42% +38,232 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: 41,133 shares; 2024Q4: 41,133 shares; 2025Q1: 41,133 shares; 2025Q2: 35,997 shares; 2025Q3: 35,997 shares; 2025Q4: 35,620 shares; 2026Q1: 35,620 shares; 2026Q2: 35,620 shares 35,620 $1.92M 0.41% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,893 shares; 2024Q4: 14,806 shares; 2025Q1: 14,475 shares; 2025Q2: 14,886 shares; 2025Q3: 16,315 shares; 2025Q4: 20,406 shares; 2026Q1: 22,794 shares; 2026Q2: 19,340 shares 19,340 $1.91M 0.4% -3,454 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,802 shares; 2026Q2: 4,196 shares 4,196 $1.74M 0.37% +394 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: 1,628 shares; 2024Q4: 1,418 shares; 2025Q1: 1,418 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares; 2026Q1: 1,409 shares; 2026Q2: 1,409 shares 1,409 $1.69M 0.36% 0 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: 12,179 shares; 2024Q4: 14,893 shares; 2025Q1: 14,929 shares; 2025Q2: 12,950 shares; 2025Q3: 12,950 shares; 2025Q4: 12,760 shares; 2026Q1: 12,416 shares; 2026Q2: 12,345 shares 12,345 $1.69M 0.36% -71 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: 3,862 shares; 2024Q4: 3,792 shares; 2025Q1: 3,698 shares; 2025Q2: 3,673 shares; 2025Q3: 3,578 shares; 2025Q4: 3,573 shares; 2026Q1: 3,436 shares; 2026Q2: 13,557 shares 13,557 $1.68M 0.36% +10,121 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: 54,161 shares; 2024Q4: 54,556 shares; 2025Q1: 55,539 shares; 2025Q2: 41,177 shares; 2025Q3: 41,692 shares; 2025Q4: 41,755 shares; 2026Q1: 42,805 shares; 2026Q2: 41,334 shares 41,334 $1.66M 0.35% -1,471 Timeline DUHP 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: 46,368 shares; 2024Q4: 46,368 shares; 2025Q1: 46,368 shares; 2025Q2: 46,558 shares; 2025Q3: 44,456 shares; 2025Q4: 37,597 shares; 2026Q1: 36,631 shares; 2026Q2: 36,357 shares 36,357 $1.52M 0.32% -274 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: 2,134 shares; 2024Q4: 2,134 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares; 2026Q2: 4,176 shares 4,176 $1.47M 0.31% +2,036 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,031 shares; 2024Q4: 13,713 shares; 2025Q1: 13,575 shares; 2025Q2: 13,603 shares; 2025Q3: 13,603 shares; 2025Q4: 13,581 shares; 2026Q1: 13,581 shares; 2026Q2: 13,486 shares 13,486 $1.47M 0.31% -95 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,246 shares; 2024Q4: 4,229 shares; 2025Q1: 4,531 shares; 2025Q2: 4,576 shares; 2025Q3: 4,425 shares; 2025Q4: 4,425 shares; 2026Q1: 4,281 shares; 2026Q2: 4,240 shares 4,240 $1.44M 0.3% -41 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,726 shares; 2024Q4: 18,096 shares; 2025Q1: 17,822 shares; 2025Q2: 15,023 shares; 2025Q3: 14,203 shares; 2025Q4: 14,664 shares; 2026Q1: 14,979 shares; 2026Q2: 12,455 shares 12,455 $1.36M 0.29% -2,524 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: 11,868 shares; 2024Q4: 12,171 shares; 2025Q1: 11,199 shares; 2025Q2: 12,155 shares; 2025Q3: 13,696 shares; 2025Q4: 15,341 shares; 2026Q1: 17,843 shares; 2026Q2: 16,991 shares 16,991 $1.25M 0.26% -852 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: 26,608 shares; 2024Q4: 53,222 shares; 2025Q1: 53,222 shares; 2025Q2: 53,224 shares; 2025Q3: 53,224 shares; 2025Q4: 51,951 shares; 2026Q1: 51,951 shares; 2026Q2: 40,075 shares 40,075 $1.11M 0.23% -11,876 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: 5,224 shares; 2024Q4: 5,449 shares; 2025Q1: 5,503 shares; 2025Q2: 4,497 shares; 2025Q3: 4,497 shares; 2025Q4: 3,522 shares; 2026Q1: 3,522 shares; 2026Q2: 7,290 shares 7,290 $1.07M 0.23% +3,768 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: 29,550 shares; 2024Q4: 29,493 shares; 2025Q1: 29,493 shares; 2025Q2: 29,483 shares; 2025Q3: 29,483 shares; 2025Q4: 29,486 shares; 2026Q1: 29,486 shares; 2026Q2: 29,458 shares 29,458 $1.07M 0.23% -28 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: 4,526 shares; 2024Q4: 4,526 shares; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,076 shares; 2025Q4: 4,076 shares; 2026Q1: 4,076 shares; 2026Q2: 4,076 shares 4,076 $988K 0.21% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,837 shares; 2024Q4: 20,156 shares; 2025Q1: 20,181 shares; 2025Q2: 19,372 shares; 2025Q3: 19,827 shares; 2025Q4: 19,683 shares; 2026Q1: 19,609 shares; 2026Q2: 19,020 shares 19,020 $985K 0.21% -589 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: 929 shares; 2026Q2: 929 shares 929 $968K 0.2% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,303 shares; 2024Q4: 6,303 shares; 2025Q1: 6,419 shares; 2025Q2: 6,469 shares; 2025Q3: 7,070 shares; 2025Q4: 7,070 shares; 2026Q1: 7,070 shares; 2026Q2: 7,070 shares 7,070 $958K 0.2% 0 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: 7,782 shares; 2024Q4: 7,957 shares; 2025Q1: 7,957 shares; 2025Q2: 8,956 shares; 2025Q3: 10,865 shares; 2025Q4: 11,777 shares; 2026Q1: 15,426 shares; 2026Q2: 18,768 shares 18,768 $943K 0.2% +3,342 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,236 shares; 2026Q1: 10,834 shares; 2026Q2: 11,913 shares 11,913 $909K 0.19% +1,079 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $870K 0.18% 0 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: 532 shares; 2024Q4: 560 shares; 2025Q1: 795 shares; 2025Q2: 720 shares; 2025Q3: 815 shares; 2025Q4: 831 shares; 2026Q1: 849 shares; 2026Q2: 6,792 shares 6,792 $812K 0.17% +5,943 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: 6,117 shares; 2024Q4: 5,670 shares; 2025Q1: 5,570 shares; 2025Q2: 5,636 shares; 2025Q3: 5,786 shares; 2025Q4: 5,598 shares; 2026Q1: 5,437 shares; 2026Q2: 5,337 shares 5,337 $792K 0.17% -100 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: 16,946 shares; 2024Q4: 17,456 shares; 2025Q1: 16,951 shares; 2025Q2: 16,856 shares; 2025Q3: 16,356 shares; 2025Q4: 5,846 shares; 2026Q1: 4,539 shares; 2026Q2: 5,651 shares 5,651 $773K 0.16% +1,112 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: 11,545 shares; 2024Q4: 10,884 shares; 2025Q1: 10,921 shares; 2025Q2: 2,837 shares; 2025Q3: 2,837 shares; 2025Q4: 2,302 shares; 2026Q1: 2,302 shares; 2026Q2: 2,302 shares 2,302 $754K 0.16% 0 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 reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.16% 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: 1,645 shares; 2024Q4: 1,615 shares; 2025Q1: 1,391 shares; 2025Q2: 1,045 shares; 2025Q3: 1,031 shares; 2025Q4: 1,031 shares; 2026Q1: 1,025 shares; 2026Q2: 997 shares 997 $746K 0.16% -28 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: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 3,249 shares; 2025Q2: 2,477 shares; 2025Q3: 2,477 shares; 2025Q4: 2,477 shares; 2026Q1: 2,477 shares; 2026Q2: 2,477 shares 2,477 $744K 0.16% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,681 shares; 2024Q4: 2,165 shares; 2025Q1: 2,165 shares; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares; 2025Q4: 1,745 shares; 2026Q1: 1,803 shares; 2026Q2: 1,803 shares 1,803 $674K 0.14% 0 Timeline DFVX 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: 12,785 shares; 2024Q4: 12,206 shares; 2025Q1: 12,214 shares; 2025Q2: 12,712 shares; 2025Q3: 11,884 shares; 2025Q4: 11,676 shares; 2026Q1: 9,210 shares; 2026Q2: 8,180 shares 8,180 $673K 0.14% -1,030 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: 7,638 shares; 2024Q4: 7,638 shares; 2025Q1: 7,638 shares; 2025Q2: 7,586 shares; 2025Q3: 7,586 shares; 2025Q4: 7,586 shares; 2026Q1: 7,586 shares; 2026Q2: 7,586 shares 7,586 $666K 0.14% 0 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: 2,019 shares; 2024Q4: 2,018 shares; 2025Q1: 2,018 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,018 shares; 2026Q1: 1,136 shares; 2026Q2: 1,136 shares 1,136 $660K 0.14% 0 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: 13,592 shares; 2024Q4: 14,701 shares; 2025Q1: 11,986 shares; 2025Q2: 11,948 shares; 2025Q3: 11,713 shares; 2025Q4: 11,019 shares; 2026Q1: 10,794 shares; 2026Q2: 9,542 shares 9,542 $653K 0.14% -1,252 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: 42,848 shares; 2024Q4: 40,791 shares; 2025Q1: 42,369 shares; 2025Q2: 24,350 shares; 2025Q3: 24,329 shares; 2025Q4: 23,692 shares; 2026Q1: 23,702 shares; 2026Q2: 23,943 shares 23,943 $626K 0.13% +241 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,203 shares; 2024Q4: 3,203 shares; 2025Q1: 2,943 shares; 2025Q2: 2,943 shares; 2025Q3: 2,656 shares; 2025Q4: 2,656 shares; 2026Q1: 2,656 shares; 2026Q2: 2,656 shares 2,656 $594K 0.13% 0 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: 28,202 shares; 2024Q4: 28,231 shares; 2025Q1: 28,226 shares; 2025Q2: 898 shares; 2025Q3: 899 shares; 2025Q4: 867 shares; 2026Q1: 823 shares; 2026Q2: 785 shares 785 $586K 0.12% -38 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: 74,844 shares; 2024Q4: 54,355 shares; 2025Q1: 54,409 shares; 2025Q2: 2,029 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,010 shares; 2026Q2: 2,010 shares 2,010 $581K 0.12% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,158 shares; 2026Q1: 7,143 shares; 2026Q2: 7,088 shares 7,088 $576K 0.12% -55 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,064 shares; 2024Q4: 2,064 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 2,033 shares; 2025Q4: 2,033 shares; 2026Q1: 2,033 shares; 2026Q2: 2,033 shares 2,033 $560K 0.12% 0 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: 5,759 shares; 2024Q4: 17,250 shares; 2025Q1: 17,298 shares; 2025Q2: 17,298 shares; 2025Q3: 17,298 shares; 2025Q4: 15,663 shares; 2026Q1: 15,663 shares; 2026Q2: 15,663 shares 15,663 $545K 0.12% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,325 shares; 2024Q4: 16,524 shares; 2025Q1: 15,737 shares; 2025Q2: 14,247 shares; 2025Q3: 14,351 shares; 2025Q4: 9,622 shares; 2026Q1: 4,179 shares; 2026Q2: 1,937 shares 1,937 $545K 0.12% -2,242 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,078 shares; 2024Q4: 3,078 shares; 2025Q1: 2,995 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,030 shares; 2026Q1: 3,030 shares; 2026Q2: 3,030 shares 3,030 $544K 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: 4,238 shares; 2024Q4: 4,238 shares; 2025Q1: 4,238 shares; 2025Q2: 3,951 shares; 2025Q3: 3,951 shares; 2025Q4: 3,951 shares; 2026Q1: 3,951 shares; 2026Q2: 3,951 shares 3,951 $535K 0.11% 0 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: 3,716 shares; 2024Q4: 3,716 shares; 2025Q1: 4,043 shares; 2025Q2: 4,067 shares; 2025Q3: 3,599 shares; 2025Q4: 3,599 shares; 2026Q1: 3,248 shares; 2026Q2: 3,248 shares 3,248 $531K 0.11% 0 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: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,394 shares; 2025Q2: 1,411 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares; 2026Q1: 1,626 shares; 2026Q2: 1,626 shares 1,626 $518K 0.11% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,839 shares; 2024Q4: 19,684 shares; 2025Q1: 19,684 shares; 2025Q2: 19,244 shares; 2025Q3: 18,854 shares; 2025Q4: 14,119 shares; 2026Q1: 14,119 shares; 2026Q2: 8,374 shares 8,374 $483K 0.1% -5,745 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,676 shares; 2024Q4: 6,676 shares; 2025Q1: 7,838 shares; 2025Q2: 7,930 shares; 2025Q3: 7,526 shares; 2025Q4: 7,526 shares; 2026Q1: 7,526 shares; 2026Q2: 7,526 shares 7,526 $466K 0.1% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,130 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 3,130 shares; 2026Q2: 3,130 shares 3,130 $457K 0.1% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,099 shares; 2024Q4: 5,100 shares; 2025Q1: 5,101 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $440K 0.09% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,261 shares; 2024Q4: 6,261 shares; 2025Q1: 6,384 shares; 2025Q2: 6,384 shares; 2025Q3: 6,384 shares; 2025Q4: 6,384 shares; 2026Q1: 6,384 shares; 2026Q2: 6,384 shares 6,384 $432K 0.09% 0 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,553 shares; 2024Q4: 4,963 shares; 2025Q1: 5,610 shares; 2025Q2: 5,610 shares; 2025Q3: 6,459 shares; 2025Q4: 6,578 shares; 2026Q1: 6,718 shares; 2026Q2: 6,718 shares 6,718 $422K 0.09% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,103 shares; 2024Q4: 3,103 shares; 2025Q1: 3,103 shares; 2025Q2: 3,103 shares; 2025Q3: 3,103 shares; 2025Q4: 3,103 shares; 2026Q1: 3,304 shares; 2026Q2: 3,304 shares 3,304 $417K 0.09% 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: 3,879 shares; 2024Q4: 4,477 shares; 2025Q1: 4,452 shares; 2025Q2: 4,110 shares; 2025Q3: 4,089 shares; 2025Q4: 3,704 shares; 2026Q1: 3,704 shares; 2026Q2: 3,655 shares 3,655 $380K 0.08% -49 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,590 shares; 2026Q2: 1,590 shares 1,590 $379K 0.08% 0 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: 1,877 shares; 2024Q4: 1,877 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,666 shares; 2026Q1: 1,666 shares; 2026Q2: 1,666 shares 1,666 $378K 0.08% 0 Timeline DFEV 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: 10,404 shares; 2024Q4: 10,224 shares; 2025Q1: 11,692 shares; 2025Q2: 11,064 shares; 2025Q3: 10,979 shares; 2025Q4: 8,962 shares; 2026Q1: 8,376 shares; 2026Q2: 8,289 shares 8,289 $354K 0.07% -87 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: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 924 shares; 2025Q4: 1,848 shares; 2026Q1: 1,848 shares; 2026Q2: 1,848 shares 1,848 $352K 0.07% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,945 shares; 2024Q4: 10,213 shares; 2025Q1: 8,299 shares; 2025Q2: 6,821 shares; 2025Q3: 8,809 shares; 2025Q4: 7,679 shares; 2026Q1: 7,020 shares; 2026Q2: 7,132 shares 7,132 $345K 0.07% +112 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: 2,071 shares; 2024Q4: 2,077 shares; 2025Q1: 2,080 shares; 2025Q2: 1,355 shares; 2025Q3: 1,414 shares; 2025Q4: 1,385 shares; 2026Q1: 1,427 shares; 2026Q2: 1,427 shares 1,427 $338K 0.07% 0 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: 126,448 shares; 2024Q4: 10,769 shares; 2025Q1: 10,176 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,459 shares; 2026Q1: 7,592 shares; 2026Q2: 7,928 shares 7,928 $335K 0.07% +336 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,173 shares; 2024Q4: 2,173 shares; 2025Q1: 2,212 shares; 2025Q2: 2,249 shares; 2025Q3: 2,249 shares; 2025Q4: 2,249 shares; 2026Q1: 2,249 shares; 2026Q2: 2,249 shares 2,249 $327K 0.07% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,227 shares; 2024Q4: 1,270 shares; 2025Q1: 1,275 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 876 shares; 2026Q2: 876 shares 876 $327K 0.07% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,423 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares; 2026Q1: 2,423 shares; 2026Q2: 2,423 shares 2,423 $321K 0.07% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,948 shares; 2025Q1: 3,656 shares; 2025Q2: 3,552 shares; 2025Q3: 3,513 shares; 2025Q4: 3,291 shares; 2026Q1: 3,485 shares; 2026Q2: 3,476 shares 3,476 $297K 0.06% -9 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,805 shares; 2024Q4: 10,805 shares; 2025Q1: 10,932 shares; 2025Q2: 11,092 shares; 2025Q3: 11,092 shares; 2025Q4: 11,092 shares; 2026Q1: 11,092 shares; 2026Q2: 11,092 shares 11,092 $294K 0.06% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD 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: 1,766 shares 1,766 $286K 0.06% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,482 shares; 2025Q2: 1,482 shares; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares; 2026Q1: 1,481 shares; 2026Q2: 1,481 shares 1,481 $279K 0.06% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,859 shares; 2024Q4: 3,859 shares; 2025Q1: 4,167 shares; 2025Q2: 4,217 shares; 2025Q3: 3,972 shares; 2025Q4: 3,972 shares; 2026Q1: 3,614 shares; 2026Q2: 3,614 shares 3,614 $274K 0.06% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,600 shares; 2026Q2: 3,430 shares 3,430 $271K 0.06% +830 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 229 shares 229 $269K 0.06% new Timeline VT 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: 3,655 shares; 2024Q4: 3,738 shares; 2025Q1: 3,825 shares; 2025Q2: 2,022 shares; 2025Q3: 1,848 shares; 2025Q4: not reported; 2026Q1: 1,697 shares; 2026Q2: 1,707 shares 1,707 $268K 0.06% +10 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: 8,332 shares; 2024Q4: 8,332 shares; 2025Q1: 6,530 shares; 2025Q2: 4,454 shares; 2025Q3: 4,454 shares; 2025Q4: 4,497 shares; 2026Q1: 3,707 shares; 2026Q2: 3,707 shares 3,707 $254K 0.05% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,635 shares; 2024Q4: 3,635 shares; 2025Q1: 3,665 shares; 2025Q2: 3,665 shares; 2025Q3: 3,665 shares; 2025Q4: 3,665 shares; 2026Q1: 3,665 shares; 2026Q2: 3,665 shares 3,665 $249K 0.05% 0 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,948 shares; 2025Q4: 3,004 shares; 2026Q1: 3,007 shares; 2026Q2: 3,011 shares 3,011 $231K 0.05% +4 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares; 2026Q2: 1,124 shares 1,124 $227K 0.05% 0 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: 2,868 shares; 2024Q4: 2,968 shares; 2025Q1: 2,868 shares; 2025Q2: 2,868 shares; 2025Q3: 2,868 shares; 2025Q4: 2,868 shares; 2026Q1: 2,868 shares; 2026Q2: 2,868 shares 2,868 $224K 0.05% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,214 shares; 2024Q4: 1,214 shares; 2025Q1: 1,146 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares; 2026Q1: not reported; 2026Q2: 1,146 shares 1,146 $202K 0.04% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 692 shares; 2024Q4: not reported; 2025Q1: 692 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 692 shares 692 $202K 0.04% new Timeline