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: 30,397 shares; 2025Q1: 30,512 shares; 2025Q2: 29,809 shares; 2025Q3: 30,338 shares; 2025Q4: 30,757 shares; 2026Q1: 31,531 shares; 2026Q2: 32,086 shares 32,086 $24M 13.38% +555 Timeline IEFA 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: 173,838 shares; 2025Q1: 174,413 shares; 2025Q2: 196,764 shares; 2025Q3: 209,095 shares; 2025Q4: 221,805 shares; 2026Q1: 236,849 shares; 2026Q2: 248,365 shares 248,365 $24M 13.36% +11,516 Timeline DISV 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: 153,237 shares; 2025Q1: 155,495 shares; 2025Q2: 158,484 shares; 2025Q3: 163,689 shares; 2025Q4: 174,867 shares; 2026Q1: 182,274 shares; 2026Q2: 188,187 shares 188,187 $7.55M 4.21% +5,913 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: 19,506 shares; 2025Q1: 19,490 shares; 2025Q2: 20,455 shares; 2025Q3: 20,455 shares; 2025Q4: 20,466 shares; 2026Q1: 20,020 shares; 2026Q2: 20,260 shares 20,260 $7.5M 4.18% +240 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: not loaded; 2024Q4: 74,587 shares; 2025Q1: 78,629 shares; 2025Q2: 88,998 shares; 2025Q3: 91,568 shares; 2025Q4: 98,424 shares; 2026Q1: 99,905 shares; 2026Q2: 100,556 shares 100,556 $7.16M 3.99% +651 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,326 shares; 2025Q1: 25,409 shares; 2025Q2: 26,110 shares; 2025Q3: 30,710 shares; 2025Q4: 51,881 shares; 2026Q1: 51,459 shares; 2026Q2: 53,128 shares 53,128 $6.22M 3.46% +1,669 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 61,173 shares; 2025Q1: 60,989 shares; 2025Q2: 64,096 shares; 2025Q3: 65,931 shares; 2025Q4: 68,499 shares; 2026Q1: 70,115 shares; 2026Q2: 69,627 shares 69,627 $5.77M 3.21% -488 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,711 shares; 2025Q1: 57,299 shares; 2025Q2: 56,083 shares; 2025Q3: 57,242 shares; 2025Q4: 58,853 shares; 2026Q1: 62,405 shares; 2026Q2: 63,738 shares 63,738 $4.91M 2.74% +1,333 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,165 shares; 2025Q1: 37,545 shares; 2025Q2: 28,993 shares; 2025Q3: 29,659 shares; 2025Q4: 30,063 shares; 2026Q1: 31,544 shares; 2026Q2: 31,895 shares 31,895 $4.71M 2.62% +351 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: 7,449 shares; 2025Q1: 6,462 shares; 2025Q2: 7,382 shares; 2025Q3: 6,730 shares; 2025Q4: 6,467 shares; 2026Q1: 5,770 shares; 2026Q2: 5,793 shares 5,793 $3.98M 2.22% +23 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: not loaded; 2024Q4: 80,237 shares; 2025Q1: 82,722 shares; 2025Q2: 77,931 shares; 2025Q3: 79,958 shares; 2025Q4: 84,674 shares; 2026Q1: 87,028 shares; 2026Q2: 86,449 shares 86,449 $3.69M 2.05% -579 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: not loaded; 2024Q4: 36,421 shares; 2025Q1: 37,256 shares; 2025Q2: 41,302 shares; 2025Q3: 43,041 shares; 2025Q4: 43,012 shares; 2026Q1: 47,362 shares; 2026Q2: 50,079 shares 50,079 $3.5M 1.95% +2,717 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: 6,421 shares; 2025Q1: 7,750 shares; 2025Q2: 10,273 shares; 2025Q3: 10,133 shares; 2025Q4: 9,932 shares; 2026Q1: 9,641 shares; 2026Q2: 9,694 shares 9,694 $3.33M 1.86% +53 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: not loaded; 2024Q4: 18,164 shares; 2025Q1: 17,593 shares; 2025Q2: 19,150 shares; 2025Q3: 19,945 shares; 2025Q4: 20,944 shares; 2026Q1: 22,121 shares; 2026Q2: 22,384 shares 22,384 $3.32M 1.85% +263 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: not loaded; 2024Q4: 29,062 shares; 2025Q1: 27,429 shares; 2025Q2: 24,285 shares; 2025Q3: 22,268 shares; 2025Q4: 22,021 shares; 2026Q1: 22,351 shares; 2026Q2: 22,634 shares 22,634 $3.09M 1.72% +283 Timeline USEW EA SERIES TRUST More: the full row for EA 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: not reported; 2025Q3: not reported; 2025Q4: 51,810 shares; 2026Q1: 54,645 shares; 2026Q2: 54,495 shares 54,495 $3.04M 1.69% -150 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: not loaded; 2024Q4: 2,739 shares; 2025Q1: 2,438 shares; 2025Q2: 2,171 shares; 2025Q3: 5,694 shares; 2025Q4: 8,715 shares; 2026Q1: 11,663 shares; 2026Q2: 13,800 shares 13,800 $2.94M 1.64% +2,137 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: 7,067 shares; 2025Q1: 7,497 shares; 2025Q2: 8,105 shares; 2025Q3: 9,092 shares; 2025Q4: 9,319 shares; 2026Q1: 9,212 shares; 2026Q2: 9,413 shares 9,413 $2.72M 1.52% +201 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 loaded; 2024Q4: 4,000 shares; 2025Q1: 4,100 shares; 2025Q2: not reported; 2025Q3: 7,550 shares; 2025Q4: 8,122 shares; 2026Q1: 8,022 shares; 2026Q2: 7,329 shares 7,329 $2.7M 1.5% -693 Timeline IBTI 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: not reported; 2026Q2: 113,992 shares 113,992 $2.52M 1.41% new 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: not loaded; 2024Q4: 9,793 shares; 2025Q1: 9,997 shares; 2025Q2: 10,907 shares; 2025Q3: 12,187 shares; 2025Q4: 10,971 shares; 2026Q1: 11,762 shares; 2026Q2: 12,468 shares 12,468 $2.49M 1.39% +706 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: not loaded; 2024Q4: 3,424 shares; 2025Q1: 3,424 shares; 2025Q2: 3,405 shares; 2025Q3: 3,284 shares; 2025Q4: 3,284 shares; 2026Q1: 3,284 shares; 2026Q2: 3,284 shares 3,284 $2.46M 1.37% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,695 shares; 2025Q1: 21,820 shares; 2025Q2: 21,828 shares; 2025Q3: 21,816 shares; 2025Q4: 21,795 shares; 2026Q1: 21,579 shares; 2026Q2: 21,308 shares 21,308 $2.2M 1.22% -271 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: not loaded; 2024Q4: 57,943 shares; 2025Q1: 57,943 shares; 2025Q2: 57,511 shares; 2025Q3: 59,269 shares; 2025Q4: 60,248 shares; 2026Q1: 60,625 shares; 2026Q2: 58,894 shares 58,894 $2.17M 1.21% -1,731 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: not loaded; 2024Q4: 3,135 shares; 2025Q1: 3,282 shares; 2025Q2: 3,702 shares; 2025Q3: 3,935 shares; 2025Q4: 5,310 shares; 2026Q1: 5,546 shares; 2026Q2: 5,664 shares 5,664 $2M 1.11% +118 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: not loaded; 2024Q4: 12,320 shares; 2025Q1: 12,647 shares; 2025Q2: 9,585 shares; 2025Q3: 8,763 shares; 2025Q4: 8,621 shares; 2026Q1: 8,517 shares; 2026Q2: 8,429 shares 8,429 $1.84M 1.02% -88 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 19,551 shares; 2025Q4: 38,884 shares; 2026Q1: 88,760 shares; 2026Q2: 21,468 shares 21,468 $1.62M 0.9% -67,292 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: not loaded; 2024Q4: 27,521 shares; 2025Q1: 33,222 shares; 2025Q2: 40,572 shares; 2025Q3: 37,970 shares; 2025Q4: 38,256 shares; 2026Q1: 37,923 shares; 2026Q2: 42,321 shares 42,321 $1.58M 0.88% +4,398 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: 3,052 shares; 2025Q1: 3,259 shares; 2025Q2: 3,737 shares; 2025Q3: 3,920 shares; 2025Q4: 4,224 shares; 2026Q1: 3,705 shares; 2026Q2: 3,957 shares 3,957 $1.48M 0.82% +252 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: 1,856 shares; 2025Q1: 1,810 shares; 2025Q2: 2,112 shares; 2025Q3: 2,335 shares; 2025Q4: 3,881 shares; 2026Q1: 3,987 shares; 2026Q2: 4,077 shares 4,077 $1.46M 0.81% +90 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: not loaded; 2024Q4: 2,840 shares; 2025Q1: 2,617 shares; 2025Q2: 2,797 shares; 2025Q3: 3,777 shares; 2025Q4: 8,969 shares; 2026Q1: 6,278 shares; 2026Q2: 6,275 shares 6,275 $1.2M 0.67% -3 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,442 shares; 2025Q1: 26,442 shares; 2025Q2: 26,442 shares; 2025Q3: 26,442 shares; 2025Q4: 26,442 shares; 2026Q1: 26,442 shares; 2026Q2: 26,442 shares 26,442 $1.17M 0.65% 0 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: not loaded; 2024Q4: 16,687 shares; 2025Q1: 17,757 shares; 2025Q2: 19,301 shares; 2025Q3: 19,160 shares; 2025Q4: 18,881 shares; 2026Q1: 18,764 shares; 2026Q2: 19,449 shares 19,449 $1.16M 0.65% +685 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,900 shares; 2025Q1: 14,900 shares; 2025Q2: 14,900 shares; 2025Q3: 14,900 shares; 2025Q4: 14,900 shares; 2026Q1: 14,900 shares; 2026Q2: 14,900 shares 14,900 $1.15M 0.64% 0 Timeline VOE 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: 6,582 shares; 2025Q1: 6,629 shares; 2025Q2: 7,076 shares; 2025Q3: 7,076 shares; 2025Q4: 5,470 shares; 2026Q1: 5,431 shares; 2026Q2: 5,552 shares 5,552 $1.1M 0.61% +121 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,601 shares; 2025Q1: 2,617 shares; 2025Q2: 3,821 shares; 2025Q3: 3,774 shares; 2025Q4: 3,774 shares; 2026Q1: 3,774 shares; 2026Q2: 3,774 shares 3,774 $1.08M 0.6% 0 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 loaded; 2024Q4: 2,933 shares; 2025Q1: 3,055 shares; 2025Q2: 4,150 shares; 2025Q3: 4,683 shares; 2025Q4: 4,635 shares; 2026Q1: 3,467 shares; 2026Q2: 4,147 shares 4,147 $988K 0.55% +680 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,248 shares; 2025Q1: 10,215 shares; 2025Q2: 10,947 shares; 2025Q3: 11,573 shares; 2025Q4: 12,626 shares; 2026Q1: 13,368 shares; 2026Q2: 13,944 shares 13,944 $902K 0.5% +576 Timeline XLF 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: not loaded; 2024Q4: 15,075 shares; 2025Q1: 15,201 shares; 2025Q2: 15,490 shares; 2025Q3: 17,026 shares; 2025Q4: 18,221 shares; 2026Q1: 16,175 shares; 2026Q2: 16,507 shares 16,507 $885K 0.49% +332 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 loaded; 2024Q4: 1,366 shares; 2025Q1: 1,543 shares; 2025Q2: 1,852 shares; 2025Q3: 2,026 shares; 2025Q4: 1,937 shares; 2026Q1: 2,038 shares; 2026Q2: 2,214 shares 2,214 $836K 0.47% +176 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 738 shares; 2026Q2: 724 shares 724 $836K 0.47% -14 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 353 shares; 2026Q2: 366 shares 366 $832K 0.46% +13 Timeline ICSH 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: 64,804 shares; 2026Q1: 11,448 shares; 2026Q2: 16,294 shares 16,294 $824K 0.46% +4,846 Timeline VO 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: 1,924 shares; 2025Q1: 2,023 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,520 shares; 2026Q1: 2,502 shares; 2026Q2: 10,083 shares 10,083 $812K 0.45% +7,581 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: not loaded; 2024Q4: 2,979 shares; 2025Q1: 3,093 shares; 2025Q2: 3,515 shares; 2025Q3: 3,508 shares; 2025Q4: 2,089 shares; 2026Q1: 2,660 shares; 2026Q2: 2,660 shares 2,660 $806K 0.45% 0 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: not loaded; 2024Q4: 3,204 shares; 2025Q1: 3,204 shares; 2025Q2: 3,204 shares; 2025Q3: 3,204 shares; 2025Q4: 3,180 shares; 2026Q1: 3,180 shares; 2026Q2: 3,222 shares 3,222 $783K 0.44% +42 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: not loaded; 2024Q4: 10,500 shares; 2025Q1: 10,388 shares; 2025Q2: 16,136 shares; 2025Q3: 15,548 shares; 2025Q4: 16,183 shares; 2026Q1: 14,425 shares; 2026Q2: 18,025 shares 18,025 $733K 0.41% +3,600 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: not loaded; 2024Q4: 15,095 shares; 2025Q1: 15,978 shares; 2025Q2: 19,159 shares; 2025Q3: 19,123 shares; 2025Q4: 17,950 shares; 2026Q1: 17,950 shares; 2026Q2: 17,420 shares 17,420 $676K 0.38% -530 Timeline XLI 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: not loaded; 2024Q4: 2,633 shares; 2025Q1: 2,890 shares; 2025Q2: 3,196 shares; 2025Q3: 3,346 shares; 2025Q4: 3,516 shares; 2026Q1: 3,556 shares; 2026Q2: 3,596 shares 3,596 $666K 0.37% +40 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 826 shares; 2025Q1: 924 shares; 2025Q2: 998 shares; 2025Q3: 1,094 shares; 2025Q4: 954 shares; 2026Q1: 1,100 shares; 2026Q2: 1,061 shares 1,061 $598K 0.33% -39 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: not loaded; 2024Q4: 20,070 shares; 2025Q1: 20,070 shares; 2025Q2: 20,080 shares; 2025Q3: 20,080 shares; 2025Q4: 20,080 shares; 2026Q1: 20,680 shares; 2026Q2: 21,448 shares 21,448 $594K 0.33% +768 Timeline XLC 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: not loaded; 2024Q4: 3,196 shares; 2025Q1: 3,911 shares; 2025Q2: 4,672 shares; 2025Q3: 4,963 shares; 2025Q4: 5,323 shares; 2026Q1: 5,399 shares; 2026Q2: 5,532 shares 5,532 $593K 0.33% +133 Timeline TBLL 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: not reported; 2025Q2: 8,416 shares; 2025Q3: 23,972 shares; 2025Q4: not reported; 2026Q1: 10,996 shares; 2026Q2: 5,388 shares 5,388 $569K 0.32% -5,608 Timeline GSEW 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,980 shares; 2026Q1: 5,980 shares; 2026Q2: 5,980 shares 5,980 $565K 0.31% 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: not loaded; 2024Q4: 402 shares; 2025Q1: 442 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 581 shares; 2026Q2: 4,648 shares 4,648 $556K 0.31% +4,067 Timeline XLY 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: not loaded; 2024Q4: 1,756 shares; 2025Q1: 1,758 shares; 2025Q2: 2,194 shares; 2025Q3: 2,219 shares; 2025Q4: 4,416 shares; 2026Q1: 4,564 shares; 2026Q2: 4,653 shares 4,653 $546K 0.3% +89 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,906 shares; 2025Q1: 10,744 shares; 2025Q2: 6,810 shares; 2025Q3: 6,671 shares; 2025Q4: 6,583 shares; 2026Q1: 6,583 shares; 2026Q2: 6,583 shares 6,583 $521K 0.29% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,682 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,445 shares 3,445 $481K 0.27% new 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 loaded; 2024Q4: 1,092 shares; 2025Q1: not reported; 2025Q2: 823 shares; 2025Q3: 947 shares; 2025Q4: 1,101 shares; 2026Q1: 1,042 shares; 2026Q2: 1,115 shares 1,115 $469K 0.26% +73 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,425 shares; 2025Q1: 7,425 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares; 2026Q2: 7,800 shares 7,800 $461K 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; 2024Q3: not loaded; 2024Q4: 685 shares; 2025Q1: 728 shares; 2025Q2: 752 shares; 2025Q3: 854 shares; 2025Q4: 881 shares; 2026Q1: 906 shares; 2026Q2: 887 shares 887 $444K 0.25% -19 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 262 shares; 2025Q1: 297 shares; 2025Q2: 275 shares; 2025Q3: 284 shares; 2025Q4: 316 shares; 2026Q1: 332 shares; 2026Q2: 358 shares 358 $429K 0.24% +26 Timeline KLAC KLA CORP More: the full row for KLA CORP 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: 145 shares; 2026Q2: 1,360 shares 1,360 $410K 0.23% +1,215 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP 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: 943 shares 943 $409K 0.23% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 933 shares; 2025Q1: 954 shares; 2025Q2: 1,106 shares; 2025Q3: 1,218 shares; 2025Q4: 1,071 shares; 2026Q1: 1,098 shares; 2026Q2: 1,236 shares 1,236 $405K 0.23% +138 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 677 shares 677 $393K 0.22% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,359 shares; 2025Q3: 4,570 shares; 2025Q4: 4,570 shares; 2026Q1: 4,570 shares; 2026Q2: 4,570 shares 4,570 $353K 0.2% 0 Timeline DFSU 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: not reported; 2025Q1: not reported; 2025Q2: 7,715 shares; 2025Q3: 7,715 shares; 2025Q4: 7,715 shares; 2026Q1: 7,553 shares; 2026Q2: 7,553 shares 7,553 $352K 0.2% 0 Timeline IQLT 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: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,943 shares 6,943 $344K 0.19% +743 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,135 shares; 2025Q4: 1,176 shares; 2026Q1: 1,242 shares; 2026Q2: 1,325 shares 1,325 $336K 0.19% +83 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: not loaded; 2024Q4: not reported; 2025Q1: 1,852 shares; 2025Q2: not reported; 2025Q3: 1,957 shares; 2025Q4: 2,108 shares; 2026Q1: 2,210 shares; 2026Q2: 2,372 shares 2,372 $324K 0.18% +162 Timeline XLV 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,846 shares; 2025Q4: 1,883 shares; 2026Q1: 1,999 shares; 2026Q2: 2,012 shares 2,012 $319K 0.18% +13 Timeline WMT WALMART INC More: the full row for WALMART INC 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: 2,238 shares; 2025Q4: 2,382 shares; 2026Q1: 2,550 shares; 2026Q2: 2,802 shares 2,802 $317K 0.18% +252 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 418 shares 418 $302K 0.17% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,739 shares; 2025Q4: 7,839 shares; 2026Q1: 7,839 shares; 2026Q2: 7,963 shares 7,963 $288K 0.16% +124 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 392 shares; 2025Q1: 376 shares; 2025Q2: 396 shares; 2025Q3: 410 shares; 2025Q4: 3,990 shares; 2026Q1: 3,889 shares; 2026Q2: 4,016 shares 4,016 $287K 0.16% +127 Timeline IJT 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: 1,540 shares; 2026Q1: 1,540 shares; 2026Q2: 1,540 shares 1,540 $275K 0.15% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,289 shares 2,289 $269K 0.15% new Timeline TBIL RBB FD INC More: the full row for RBB FD INC 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: 6,113 shares; 2026Q1: 5,346 shares; 2026Q2: 5,341 shares 5,341 $266K 0.15% -5 Timeline DDOG DATADOG INC More: the full row for DATADOG INC 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: 1,000 shares 1,000 $260K 0.15% new Timeline XLP 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,877 shares; 2025Q3: 3,425 shares; 2025Q4: 2,925 shares; 2026Q1: 3,003 shares; 2026Q2: 3,116 shares 3,116 $259K 0.14% +113 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 611 shares; 2025Q3: 658 shares; 2025Q4: 677 shares; 2026Q1: not reported; 2026Q2: 752 shares 752 $258K 0.14% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,230 shares 6,230 $251K 0.14% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 481 shares; 2026Q1: 481 shares; 2026Q2: 2,886 shares 2,886 $249K 0.14% +2,405 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206 shares 206 $242K 0.13% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 701 shares; 2025Q4: 701 shares; 2026Q1: 701 shares; 2026Q2: 701 shares 701 $237K 0.13% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 897 shares; 2026Q1: not reported; 2026Q2: 932 shares 932 $234K 0.13% new Timeline ESGV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,771 shares 1,771 $234K 0.13% new Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,048 shares; 2025Q1: 8,048 shares; 2025Q2: 8,048 shares; 2025Q3: 8,048 shares; 2025Q4: 8,048 shares; 2026Q1: 8,048 shares; 2026Q2: 8,228 shares 8,228 $230K 0.13% +180 Timeline QUAL 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: 1,049 shares; 2025Q4: 1,049 shares; 2026Q1: 1,049 shares; 2026Q2: 1,049 shares 1,049 $230K 0.13% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,988 shares; 2025Q1: 5,988 shares; 2025Q2: not reported; 2025Q3: 9,888 shares; 2025Q4: 9,888 shares; 2026Q1: 6,788 shares; 2026Q2: 6,863 shares 6,863 $228K 0.13% +75 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228 shares; 2025Q3: 226 shares; 2025Q4: not reported; 2026Q1: 215 shares; 2026Q2: 233 shares 233 $218K 0.12% +18 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,894 shares; 2026Q2: 2,841 shares 2,841 $218K 0.12% -53 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: not loaded; 2024Q4: not reported; 2025Q1: 3,499 shares; 2025Q2: 4,284 shares; 2025Q3: 3,441 shares; 2025Q4: 3,421 shares; 2026Q1: not reported; 2026Q2: 3,575 shares 3,575 $208K 0.12% new Timeline EARN ELLINGTON CREDIT COMPANY More: the full row for ELLINGTON CREDIT COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $88.4K 0.05% 0 Timeline