IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 30,400 $19.9M 16.21% -897 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; 2024Q2: restricted; 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 234,580 $9.9M 8.09% +9,688 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; 2024Q2: restricted; 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 60,898 $9.02M 7.36% -162 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; 2024Q2: restricted; 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 91,942 $9M 7.35% -11,436 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; 2024Q2: restricted; 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 210,019 $8.18M 6.68% +20,077 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; 2024Q2: restricted; 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 117,027 $6.81M 5.56% +1,856 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; 2024Q2: restricted; 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 183,764 $6.76M 5.51% +2,748 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; 2024Q2: restricted; 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 167,063 $5.66M 4.62% +34,589 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; 2024Q2: restricted; 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 180,357 $5.17M 4.22% +39,929 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; 2024Q2: restricted; 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 73,454 $4.35M 3.55% +3,878 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; 2024Q2: restricted; 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 29,354 $3.29M 2.69% +1,121 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; 2024Q2: restricted; 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 59,408 $3.09M 2.52% -8,261 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 30,726 $2.92M 2.38% +2,824 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; 2024Q2: restricted; 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 37,502 $2.85M 2.33% +3,356 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; 2024Q2: restricted; 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 47,153 $2.67M 2.18% +810 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,387 shares; 2025Q4: 27,706 shares; 2026Q1: 31,403 shares 31,403 $2.22M 1.82% +3,697 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; 2024Q2: restricted; 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 39,939 $1.86M 1.52% +1,109 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; 2024Q2: restricted; 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 79,403 $1.48M 1.21% +2,662 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; 2024Q2: restricted; 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 71,127 $1.45M 1.19% +2,559 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; 2024Q2: restricted; 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 69,686 $1.37M 1.12% +2,911 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,585 shares 81,585 $1.34M 1.1% new 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; 2024Q2: restricted; 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 78,641 $1.31M 1.07% +4,284 Timeline BSCQ 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,727 shares; 2025Q1: 58,474 shares; 2025Q2: 59,223 shares; 2025Q3: 63,424 shares; 2025Q4: 62,948 shares; 2026Q1: 62,237 shares 62,237 $1.22M 0.99% -711 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; 2024Q2: restricted; 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 14,953 $1.12M 0.92% -128 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; 2024Q2: restricted; 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 20,759 $995K 0.81% +2,916 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; 2024Q2: restricted; 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 2,956 $948K 0.77% +7 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; 2024Q2: restricted; 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 1,414 $845K 0.69% -37 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,055 $749K 0.61% +827 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.59% 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; 2024Q2: restricted; 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 6,532 $696K 0.57% +371 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,299 shares; 2025Q4: 7,946 shares; 2026Q1: 6,478 shares 6,478 $600K 0.49% -1,468 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; 2024Q2: restricted; 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 10,592 $405K 0.33% -95 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,563 $397K 0.32% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,252 $360K 0.29% -132 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 807 shares; 2025Q1: 732 shares; 2025Q2: 665 shares; 2025Q3: 605 shares; 2025Q4: 558 shares; 2026Q1: 541 shares 541 $334K 0.27% -17 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 504 shares; 2025Q3: 570 shares; 2025Q4: 566 shares; 2026Q1: 565 shares 565 $326K 0.27% -1 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,072 shares; 2025Q1: 1,007 shares; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 857 shares; 2026Q1: 857 shares 857 $317K 0.26% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 1,001 shares; 2025Q3: 967 shares; 2025Q4: 874 shares; 2026Q1: 662 shares 662 $317K 0.26% -212 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 952 shares; 2025Q3: 952 shares; 2025Q4: 952 shares; 2026Q1: 889 shares 889 $266K 0.22% -63 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; 2024Q2: restricted; 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 7,268 $244K 0.2% +256 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,223 shares 4,223 $233K 0.19% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,241 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,214 shares; 2025Q4: 1,186 shares; 2026Q1: 1,115 shares 1,115 $214K 0.17% -71 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,554 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,994 shares; 2026Q1: 8,320 shares 8,320 $212K 0.17% +326 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,536 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,963 shares; 2026Q1: 8,282 shares 8,282 $211K 0.17% +319 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,185 shares; 2025Q1: 1,173 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,148 shares; 2026Q1: 993 shares 993 $207K 0.17% -155 Timeline