TDTF FLEXSHARES TR More: the full row for FLEXSHARES 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: 1,639,598 shares; 2026Q1: 1,615,297 shares; 2026Q2: 1,683,680 shares 1,683,680 $40M 23.16% +68,383 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: 8,429 shares; 2024Q4: 12,027 shares; 2025Q1: 15,337 shares; 2025Q2: 17,148 shares; 2025Q3: 17,895 shares; 2025Q4: 18,610 shares; 2026Q1: 19,335 shares; 2026Q2: 20,719 shares 20,719 $15.5M 8.98% +1,384 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: 42,947 shares; 2024Q4: 325,549 shares; 2025Q1: 346,122 shares; 2025Q2: 364,698 shares; 2025Q3: 377,300 shares; 2025Q4: 378,128 shares; 2026Q1: 389,842 shares; 2026Q2: 362,454 shares 362,454 $15M 8.65% -27,388 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: 72,804 shares; 2024Q4: 83,551 shares; 2025Q1: 89,016 shares; 2025Q2: 94,459 shares; 2025Q3: 100,750 shares; 2025Q4: 103,951 shares; 2026Q1: 110,740 shares; 2026Q2: 121,526 shares 121,526 $11.7M 6.78% +10,786 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,253 shares; 2024Q4: 149,291 shares; 2025Q1: 162,632 shares; 2025Q2: 172,039 shares; 2025Q3: 177,922 shares; 2025Q4: 178,329 shares; 2026Q1: 184,989 shares; 2026Q2: 183,959 shares 183,959 $9.81M 5.68% -1,030 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: 365,631 shares; 2024Q4: 136,145 shares; 2025Q1: 127,092 shares; 2025Q2: 113,999 shares; 2025Q3: 106,409 shares; 2025Q4: 106,457 shares; 2026Q1: 97,926 shares; 2026Q2: 89,438 shares 89,438 $7.49M 4.33% -8,488 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,252 shares; 2024Q4: 13,824 shares; 2025Q1: 15,925 shares; 2025Q2: 17,045 shares; 2025Q3: 17,824 shares; 2025Q4: 18,463 shares; 2026Q1: 19,436 shares; 2026Q2: 20,243 shares 20,243 $6.94M 4.02% +807 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: 25,036 shares; 2024Q4: 25,965 shares; 2025Q1: 24,841 shares; 2025Q2: 24,230 shares; 2025Q3: 21,046 shares; 2025Q4: 19,863 shares; 2026Q1: 18,983 shares; 2026Q2: 19,785 shares 19,785 $5.73M 3.31% +802 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: 10,598 shares; 2024Q4: 14,102 shares; 2025Q1: 16,857 shares; 2025Q2: 18,053 shares; 2025Q3: 19,094 shares; 2025Q4: 19,748 shares; 2026Q1: 20,126 shares; 2026Q2: 21,359 shares 21,359 $4.65M 2.69% +1,233 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: 105,358 shares; 2024Q4: 54,383 shares; 2025Q1: 58,030 shares; 2025Q2: 58,588 shares; 2025Q3: 51,108 shares; 2025Q4: 56,456 shares; 2026Q1: 57,105 shares; 2026Q2: 48,361 shares 48,361 $3.45M 1.99% -8,744 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: 7,172 shares; 2024Q4: 7,378 shares; 2025Q1: 8,801 shares; 2025Q2: 9,364 shares; 2025Q3: 8,555 shares; 2025Q4: 11,275 shares; 2026Q1: 12,843 shares; 2026Q2: 15,733 shares 15,733 $3.15M 1.82% +2,890 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,162 shares; 2024Q4: 66,888 shares; 2025Q1: 55,330 shares; 2025Q2: 53,463 shares; 2025Q3: 47,554 shares; 2025Q4: 43,694 shares; 2026Q1: 38,799 shares; 2026Q2: 21,764 shares 21,764 $3.09M 1.79% -17,035 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: 4,344 shares; 2024Q4: 4,654 shares; 2025Q1: 4,312 shares; 2025Q2: 4,430 shares; 2025Q3: 3,810 shares; 2025Q4: 4,593 shares; 2026Q1: 5,747 shares; 2026Q2: 6,481 shares 6,481 $2.42M 1.4% +734 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: 6,911 shares; 2024Q4: 9,006 shares; 2025Q1: 9,771 shares; 2025Q2: 10,141 shares; 2025Q3: 9,976 shares; 2025Q4: 10,037 shares; 2026Q1: 8,510 shares; 2026Q2: 9,375 shares 9,375 $2.23M 1.29% +865 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: 14,099 shares; 2024Q4: 14,457 shares; 2025Q1: 14,497 shares; 2025Q2: 14,897 shares; 2025Q3: 15,339 shares; 2025Q4: 17,057 shares; 2026Q1: 16,985 shares; 2026Q2: 19,845 shares 19,845 $2.17M 1.26% +2,860 Timeline SCHP 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: 26,326 shares; 2024Q4: 53,305 shares; 2025Q1: 55,739 shares; 2025Q2: 55,935 shares; 2025Q3: 57,261 shares; 2025Q4: 63,432 shares; 2026Q1: 62,743 shares; 2026Q2: 73,790 shares 73,790 $1.96M 1.13% +11,047 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,035 shares; 2024Q4: 30,313 shares; 2025Q1: 30,713 shares; 2025Q2: 31,062 shares; 2025Q3: 32,060 shares; 2025Q4: 35,094 shares; 2026Q1: 34,959 shares; 2026Q2: 35,269 shares 35,269 $1.88M 1.09% +310 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: 18,112 shares; 2024Q4: 18,316 shares; 2025Q1: 18,603 shares; 2025Q2: 18,385 shares; 2025Q3: 19,440 shares; 2025Q4: 21,349 shares; 2026Q1: 22,364 shares; 2026Q2: 22,194 shares 22,194 $1.83M 1.06% -170 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: 8,035 shares; 2024Q4: 6,931 shares; 2025Q1: 7,372 shares; 2025Q2: 3,741 shares; 2025Q3: 3,646 shares; 2025Q4: 3,801 shares; 2026Q1: 3,953 shares; 2026Q2: 4,945 shares 4,945 $1.77M 1.02% +992 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: 2,102 shares; 2024Q4: 2,106 shares; 2025Q1: 2,134 shares; 2025Q2: 2,235 shares; 2025Q3: 2,196 shares; 2025Q4: 2,261 shares; 2026Q1: 1,388 shares; 2026Q2: 1,466 shares 1,466 $1.76M 1.02% +78 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: 4,906 shares; 2024Q4: 4,636 shares; 2025Q1: 4,810 shares; 2025Q2: 4,818 shares; 2025Q3: 4,638 shares; 2025Q4: 4,862 shares; 2026Q1: 4,664 shares; 2026Q2: 4,701 shares 4,701 $1.74M 1.01% +37 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: 3,175 shares; 2024Q4: 3,103 shares; 2025Q1: 4,514 shares; 2025Q2: 4,578 shares; 2025Q3: 4,465 shares; 2025Q4: 4,622 shares; 2026Q1: 4,337 shares; 2026Q2: 4,799 shares 4,799 $1.7M 0.98% +462 Timeline FNDF 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: 29,299 shares; 2024Q4: 29,818 shares; 2025Q1: 33,041 shares; 2025Q2: 33,162 shares; 2025Q3: 33,162 shares; 2025Q4: 33,848 shares; 2026Q1: 27,418 shares; 2026Q2: 27,789 shares 27,789 $1.47M 0.85% +371 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: 1,569 shares; 2024Q4: 1,414 shares; 2025Q1: 1,651 shares; 2025Q2: 1,795 shares; 2025Q3: 1,655 shares; 2025Q4: 1,857 shares; 2026Q1: 1,915 shares; 2026Q2: 1,902 shares 1,902 $1.4M 0.81% -13 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: 675 shares; 2025Q4: 1,278 shares; 2026Q1: 2,854 shares; 2026Q2: 3,287 shares 3,287 $1.24M 0.72% +433 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: 19,079 shares; 2024Q4: 17,421 shares; 2025Q1: 21,636 shares; 2025Q2: 22,015 shares; 2025Q3: 22,852 shares; 2025Q4: 23,026 shares; 2026Q1: 22,834 shares; 2026Q2: 22,874 shares 22,874 $1.24M 0.71% +40 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: 4,023 shares; 2024Q4: 4,034 shares; 2025Q1: 4,044 shares; 2025Q2: 4,054 shares; 2025Q3: 4,071 shares; 2025Q4: 4,080 shares; 2026Q1: 3,781 shares; 2026Q2: 3,988 shares 3,988 $1.12M 0.65% +207 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: 17,172 shares; 2024Q4: 1,454 shares; 2025Q1: 1,163 shares; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 1,350 shares; 2026Q1: 1,501 shares; 2026Q2: 1,848 shares 1,848 $1.04M 0.6% +347 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL 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: 6,333 shares; 2025Q3: 6,334 shares; 2025Q4: 6,750 shares; 2026Q1: 7,256 shares; 2026Q2: 6,468 shares 6,468 $905K 0.52% -788 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: 852 shares; 2026Q1: 1,149 shares; 2026Q2: 1,233 shares 1,233 $891K 0.52% +84 Timeline DXUV 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: not reported; 2025Q3: 12,067 shares; 2025Q4: 12,588 shares; 2026Q1: 13,130 shares; 2026Q2: 13,175 shares 13,175 $876K 0.51% +45 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD 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: 1,007 shares; 2026Q2: 2,214 shares 2,214 $816K 0.47% +1,207 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,307 shares; 2024Q4: 4,318 shares; 2025Q1: 4,337 shares; 2025Q2: 4,357 shares; 2025Q3: 4,373 shares; 2025Q4: 4,392 shares; 2026Q1: 3,806 shares; 2026Q2: 3,806 shares 3,806 $760K 0.44% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,129 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,149 shares; 2026Q1: 1,099 shares; 2026Q2: 1,098 shares 1,098 $720K 0.42% -1 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: 397 shares; 2025Q3: 489 shares; 2025Q4: 498 shares; 2026Q1: 559 shares; 2026Q2: 570 shares 570 $670K 0.39% +11 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: 1,340 shares; 2024Q4: 1,342 shares; 2025Q1: 1,596 shares; 2025Q2: 1,599 shares; 2025Q3: 1,572 shares; 2025Q4: 1,612 shares; 2026Q1: 1,797 shares; 2026Q2: 1,772 shares 1,772 $662K 0.38% -25 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: 1,095 shares 1,095 $636K 0.37% new 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: 14,753 shares; 2024Q4: 14,182 shares; 2025Q1: 12,330 shares; 2025Q2: 11,889 shares; 2025Q3: 10,614 shares; 2025Q4: 10,625 shares; 2026Q1: 5,482 shares; 2026Q2: 5,492 shares 5,492 $570K 0.33% +10 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 430 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 540 shares; 2025Q4: 532 shares; 2026Q1: 561 shares; 2026Q2: 606 shares 606 $567K 0.33% +45 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK 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: 9,400 shares; 2026Q2: 19,350 shares 19,350 $516K 0.3% +9,950 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: 879 shares; 2024Q4: 899 shares; 2025Q1: 1,147 shares; 2025Q2: 1,161 shares; 2025Q3: 750 shares; 2025Q4: 1,182 shares; 2026Q1: 1,201 shares; 2026Q2: 1,410 shares 1,410 $497K 0.29% +209 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,542 shares; 2024Q4: 6,926 shares; 2025Q1: 8,205 shares; 2025Q2: 9,121 shares; 2025Q3: 3,912 shares; 2025Q4: 7,369 shares; 2026Q1: 5,285 shares; 2026Q2: 4,919 shares 4,919 $493K 0.29% -366 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: 1,439 shares; 2024Q4: 1,446 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,428 shares; 2025Q4: 1,399 shares; 2026Q1: 1,402 shares; 2026Q2: 1,406 shares 1,406 $483K 0.28% +4 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,897 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,843 shares; 2025Q4: 2,718 shares; 2026Q1: 2,918 shares; 2026Q2: 2,705 shares 2,705 $451K 0.26% -213 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 407 shares; 2025Q2: 429 shares; 2025Q3: 285 shares; 2025Q4: 432 shares; 2026Q1: 428 shares; 2026Q2: 421 shares 421 $426K 0.25% -7 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: 355 shares 355 $409K 0.24% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,512 shares; 2024Q4: 2,553 shares; 2025Q1: 2,491 shares; 2025Q2: 2,721 shares; 2025Q3: 2,344 shares; 2025Q4: 2,766 shares; 2026Q1: 2,242 shares; 2026Q2: 2,461 shares 2,461 $408K 0.24% +219 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: 501 shares; 2025Q2: 534 shares; 2025Q3: not reported; 2025Q4: 559 shares; 2026Q1: 595 shares; 2026Q2: 779 shares 779 $390K 0.23% +184 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,653 shares; 2024Q4: 11,552 shares; 2025Q1: 11,694 shares; 2025Q2: 11,732 shares; 2025Q3: 11,667 shares; 2025Q4: 12,035 shares; 2026Q1: 12,168 shares; 2026Q2: 12,221 shares 12,221 $389K 0.23% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,254 shares; 2026Q2: 10,804 shares 10,804 $376K 0.22% -6,450 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: 5,785 shares; 2026Q2: 8,100 shares 8,100 $373K 0.22% +2,315 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: 812 shares; 2025Q3: 834 shares; 2025Q4: 888 shares; 2026Q1: 828 shares; 2026Q2: 1,130 shares 1,130 $370K 0.21% +302 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: 422 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 331 shares; 2026Q1: 435 shares; 2026Q2: 501 shares 501 $344K 0.2% +66 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,973 shares 4,973 $326K 0.19% new 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: not reported; 2025Q4: 946 shares; 2026Q1: 963 shares; 2026Q2: 1,273 shares 1,273 $320K 0.19% +310 Timeline DTCR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,391 shares 10,391 $316K 0.18% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,643 shares; 2026Q2: 9,255 shares 9,255 $313K 0.18% -9,388 Timeline FNDX 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: 9,499 shares; 2024Q4: 28,608 shares; 2025Q1: 29,063 shares; 2025Q2: 29,169 shares; 2025Q3: 9,247 shares; 2025Q4: 9,266 shares; 2026Q1: 9,287 shares; 2026Q2: 9,841 shares 9,841 $306K 0.18% +554 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 522 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 709 shares 709 $298K 0.17% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 500 shares; 2026Q1: 390 shares; 2026Q2: 270 shares 270 $287K 0.17% -120 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: 1,422 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,322 shares; 2025Q4: 1,320 shares; 2026Q1: 1,320 shares; 2026Q2: 1,312 shares 1,312 $279K 0.16% -8 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: 3,106 shares; 2024Q4: 3,639 shares; 2025Q1: 3,647 shares; 2025Q2: 3,685 shares; 2025Q3: 3,566 shares; 2025Q4: 3,414 shares; 2026Q1: 3,416 shares; 2026Q2: 3,225 shares 3,225 $276K 0.16% -191 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: 1,751 shares; 2024Q4: 1,201 shares; 2025Q1: 1,301 shares; 2025Q2: 1,241 shares; 2025Q3: not reported; 2025Q4: 1,241 shares; 2026Q1: 1,241 shares; 2026Q2: 1,165 shares 1,165 $276K 0.16% -76 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,374 shares; 2024Q4: 2,377 shares; 2025Q1: 2,379 shares; 2025Q2: 2,382 shares; 2025Q3: not reported; 2025Q4: 2,501 shares; 2026Q1: 2,504 shares; 2026Q2: 2,617 shares 2,617 $267K 0.15% +113 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,081 shares; 2024Q4: 112,764 shares; 2025Q1: 103,337 shares; 2025Q2: 103,050 shares; 2025Q3: 11,536 shares; 2025Q4: 11,055 shares; 2026Q1: 7,825 shares; 2026Q2: 6,387 shares 6,387 $265K 0.15% -1,438 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: 1,455 shares; 2025Q1: 1,303 shares; 2025Q2: not reported; 2025Q3: 1,320 shares; 2025Q4: 1,323 shares; 2026Q1: 908 shares; 2026Q2: 1,024 shares 1,024 $260K 0.15% +116 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: 13,786 shares; 2024Q4: 11,162 shares; 2025Q1: 10,177 shares; 2025Q2: 5,281 shares; 2025Q3: 4,783 shares; 2025Q4: 6,845 shares; 2026Q1: 7,784 shares; 2026Q2: 4,353 shares 4,353 $260K 0.15% -3,431 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: 23,760 shares; 2024Q4: 11,249 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,830 shares; 2025Q4: 4,853 shares; 2026Q1: 4,991 shares; 2026Q2: 4,992 shares 4,992 $251K 0.15% +1 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: 3,905 shares; 2024Q4: 3,537 shares; 2025Q1: 3,112 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,643 shares; 2026Q2: 1,643 shares 1,643 $244K 0.14% 0 Timeline VGIT 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: 3,799 shares; 2026Q2: 3,799 shares 3,799 $224K 0.13% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 661 shares; 2026Q1: not reported; 2026Q2: 576 shares 576 $209K 0.12% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,392 shares 1,392 $204K 0.12% new Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE 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: 23,500 shares; 2025Q4: 23,500 shares; 2026Q1: 23,500 shares; 2026Q2: 23,500 shares 23,500 $178K 0.1% 0 Timeline