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: 25,290 shares; 2025Q1: 28,158 shares; 2025Q2: 30,438 shares; 2025Q3: 31,394 shares; 2025Q4: 31,297 shares; 2026Q1: 30,400 shares; 2026Q2: 31,135 shares 31,135 $23.3M 16.9% +735 Timeline SPYG 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: not loaded; 2024Q4: 129,232 shares; 2025Q1: 114,443 shares; 2025Q2: 118,372 shares; 2025Q3: 109,044 shares; 2025Q4: 103,378 shares; 2026Q1: 91,942 shares; 2026Q2: 90,453 shares 90,453 $10.8M 7.8% -1,489 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: 194,976 shares; 2025Q1: 203,906 shares; 2025Q2: 211,616 shares; 2025Q3: 228,452 shares; 2025Q4: 224,892 shares; 2026Q1: 234,580 shares; 2026Q2: 245,047 shares 245,047 $10.3M 7.5% +10,467 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64,583 shares; 2025Q1: 67,684 shares; 2025Q2: 66,340 shares; 2025Q3: 57,710 shares; 2025Q4: 61,060 shares; 2026Q1: 60,898 shares; 2026Q2: 63,447 shares 63,447 $10M 7.27% +2,549 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: 249,450 shares; 2025Q1: 234,035 shares; 2025Q2: 216,769 shares; 2025Q3: 195,955 shares; 2025Q4: 189,942 shares; 2026Q1: 210,019 shares; 2026Q2: 214,319 shares 214,319 $8.84M 6.41% +4,300 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,914 shares; 2025Q1: 88,846 shares; 2025Q2: 111,474 shares; 2025Q3: 116,247 shares; 2025Q4: 115,171 shares; 2026Q1: 117,027 shares; 2026Q2: 120,102 shares 120,102 $8.17M 5.92% +3,075 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: 72,572 shares; 2025Q1: 74,944 shares; 2025Q2: 78,339 shares; 2025Q3: 109,796 shares; 2025Q4: 132,474 shares; 2026Q1: 167,063 shares; 2026Q2: 176,632 shares 176,632 $7.1M 5.15% +9,569 Timeline SPTI 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: not loaded; 2024Q4: 132,862 shares; 2025Q1: 136,913 shares; 2025Q2: 132,772 shares; 2025Q3: 133,562 shares; 2025Q4: 140,428 shares; 2026Q1: 180,357 shares; 2026Q2: 186,457 shares 186,457 $5.29M 3.84% +6,100 Timeline SPMD 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: not loaded; 2024Q4: 69,941 shares; 2025Q1: 72,282 shares; 2025Q2: 68,872 shares; 2025Q3: 69,007 shares; 2025Q4: 69,576 shares; 2026Q1: 73,454 shares; 2026Q2: 74,102 shares 74,102 $5.01M 3.63% +648 Timeline SPMO 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 loaded; 2024Q4: 13,751 shares; 2025Q1: 19,995 shares; 2025Q2: 26,507 shares; 2025Q3: 28,120 shares; 2025Q4: 28,233 shares; 2026Q1: 29,354 shares; 2026Q2: 29,240 shares 29,240 $4.72M 3.42% -114 Timeline XSMO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,134 shares; 2025Q3: 34,365 shares; 2025Q4: 34,146 shares; 2026Q1: 37,502 shares; 2026Q2: 50,403 shares 50,403 $4.72M 3.42% +12,901 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69,977 shares 69,977 $3.57M 2.58% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,047 shares; 2025Q3: 68,298 shares; 2025Q4: 67,669 shares; 2026Q1: 59,408 shares; 2026Q2: 59,881 shares 59,881 $3.13M 2.27% +473 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,571 shares; 2025Q1: 26,572 shares; 2025Q2: 26,331 shares; 2025Q3: 26,382 shares; 2025Q4: 27,902 shares; 2026Q1: 30,726 shares; 2026Q2: 31,928 shares 31,928 $3.02M 2.19% +1,202 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: not loaded; 2024Q4: 44,207 shares; 2025Q1: 42,957 shares; 2025Q2: 46,188 shares; 2025Q3: 43,509 shares; 2025Q4: 46,343 shares; 2026Q1: 47,153 shares; 2026Q2: 46,987 shares 46,987 $2.86M 2.07% -166 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,580 shares; 2025Q3: 38,430 shares; 2025Q4: 38,830 shares; 2026Q1: 39,939 shares; 2026Q2: 43,248 shares 43,248 $2.84M 2.06% +3,309 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,387 shares; 2025Q4: 27,706 shares; 2026Q1: 31,403 shares; 2026Q2: 32,270 shares 32,270 $1.93M 1.4% +867 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,701 shares 62,701 $1.76M 1.28% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 61,707 shares; 2025Q1: 63,876 shares; 2025Q2: 65,415 shares; 2025Q3: 69,602 shares; 2025Q4: 68,568 shares; 2026Q1: 71,127 shares; 2026Q2: 76,741 shares 76,741 $1.56M 1.13% +5,614 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: not loaded; 2024Q4: 155,797 shares; 2025Q1: 165,618 shares; 2025Q2: 179,222 shares; 2025Q3: 180,690 shares; 2025Q4: 181,016 shares; 2026Q1: 183,764 shares; 2026Q2: 37,189 shares 37,189 $1.55M 1.13% -146,575 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 71,238 shares; 2025Q1: 73,062 shares; 2025Q2: 74,459 shares; 2025Q3: 79,264 shares; 2025Q4: 76,741 shares; 2026Q1: 79,403 shares; 2026Q2: 83,425 shares 83,425 $1.55M 1.12% +4,022 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 61,312 shares; 2025Q1: 65,783 shares; 2025Q2: 69,684 shares; 2025Q3: 75,609 shares; 2025Q4: 74,357 shares; 2026Q1: 78,641 shares; 2026Q2: 85,918 shares 85,918 $1.43M 1.04% +7,277 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59,085 shares; 2025Q1: 61,476 shares; 2025Q2: 62,785 shares; 2025Q3: 67,236 shares; 2025Q4: 66,775 shares; 2026Q1: 69,686 shares; 2026Q2: 72,314 shares 72,314 $1.42M 1.03% +2,628 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: not reported; 2026Q1: 81,585 shares; 2026Q2: 84,791 shares 84,791 $1.39M 1.01% +3,206 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: 19,806 shares; 2025Q1: 17,850 shares; 2025Q2: 16,495 shares; 2025Q3: 15,399 shares; 2025Q4: 15,081 shares; 2026Q1: 14,953 shares; 2026Q2: 15,078 shares 15,078 $1.26M 0.92% +125 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: 6,847 shares; 2025Q1: 9,028 shares; 2025Q2: 14,553 shares; 2025Q3: 16,512 shares; 2025Q4: 17,843 shares; 2026Q1: 20,759 shares; 2026Q2: 25,521 shares 25,521 $1.23M 0.89% +4,762 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: 4,615 shares; 2025Q1: 4,609 shares; 2025Q2: 4,656 shares; 2025Q3: 4,608 shares; 2025Q4: 2,949 shares; 2026Q1: 2,956 shares; 2026Q2: 2,827 shares 2,827 $1.05M 0.76% -129 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: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,366 shares; 2025Q4: 1,451 shares; 2026Q1: 1,414 shares; 2026Q2: 1,414 shares 1,414 $971K 0.7% 0 Timeline SUB 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: 2,331 shares; 2025Q1: 3,309 shares; 2025Q2: 4,669 shares; 2025Q3: 5,647 shares; 2025Q4: 6,161 shares; 2026Q1: 6,532 shares; 2026Q2: 7,697 shares 7,697 $820K 0.59% +1,165 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,682 shares; 2025Q1: 3,737 shares; 2025Q2: 4,539 shares; 2025Q3: 5,536 shares; 2025Q4: 6,228 shares; 2026Q1: 7,055 shares; 2026Q2: 7,261 shares 7,261 $781K 0.57% +206 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: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.54% 0 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: 8,299 shares; 2025Q4: 7,946 shares; 2026Q1: 6,478 shares; 2026Q2: 7,660 shares 7,660 $608K 0.44% +1,182 Timeline QVML 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 loaded; 2024Q4: not reported; 2025Q1: 10,822 shares; 2025Q2: 10,836 shares; 2025Q3: 10,836 shares; 2025Q4: 10,687 shares; 2026Q1: 10,592 shares; 2026Q2: 10,707 shares 10,707 $473K 0.34% +115 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: 1,963 shares; 2025Q1: 1,747 shares; 2025Q2: 1,722 shares; 2025Q3: 1,682 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares; 2026Q2: 1,526 shares 1,526 $442K 0.32% -37 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 loaded; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 504 shares; 2025Q3: 570 shares; 2025Q4: 566 shares; 2026Q1: 565 shares; 2026Q2: 526 shares 526 $387K 0.28% -39 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 807 shares; 2025Q1: 732 shares; 2025Q2: 665 shares; 2025Q3: 605 shares; 2025Q4: 558 shares; 2026Q1: 541 shares; 2026Q2: 541 shares 541 $381K 0.28% 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: 988 shares; 2025Q1: 988 shares; 2025Q2: 1,001 shares; 2025Q3: 967 shares; 2025Q4: 874 shares; 2026Q1: 662 shares; 2026Q2: 662 shares 662 $331K 0.24% 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: not loaded; 2024Q4: 1,072 shares; 2025Q1: 1,007 shares; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 857 shares; 2026Q1: 857 shares; 2026Q2: 857 shares 857 $320K 0.23% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 952 shares; 2025Q3: 952 shares; 2025Q4: 952 shares; 2026Q1: 889 shares; 2026Q2: 914 shares 914 $314K 0.23% +25 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,223 shares; 2026Q2: 4,102 shares 4,102 $285K 0.21% -121 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: 2,208 shares; 2025Q1: 1,933 shares; 2025Q2: 1,848 shares; 2025Q3: 1,748 shares; 2025Q4: 1,384 shares; 2026Q1: 1,252 shares; 2026Q2: 786 shares 786 $281K 0.2% -466 Timeline SPIB 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,978 shares; 2025Q3: 7,915 shares; 2025Q4: 7,012 shares; 2026Q1: 7,268 shares; 2026Q2: 8,068 shares 8,068 $270K 0.2% +800 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 326 shares; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 333 shares; 2025Q4: 274 shares; 2026Q1: not reported; 2026Q2: 2,192 shares 2,192 $262K 0.19% new Timeline IBMQ 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: 8,536 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,963 shares; 2026Q1: 8,282 shares; 2026Q2: 8,282 shares 8,282 $212K 0.15% 0 Timeline IBMP 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: 8,554 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,994 shares; 2026Q1: 8,320 shares; 2026Q2: 8,320 shares 8,320 $211K 0.15% 0 Timeline