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: 2,737,056 shares; 2024Q4: 2,707,056 shares; 2025Q1: 2,772,988 shares; 2025Q2: 4,080,082 shares; 2025Q3: 4,704,681 shares; 2025Q4: 4,753,661 shares; 2026Q1: 4,851,503 shares; 2026Q2: 5,181,625 shares 5,181,625 $230M 18.41% +330,122 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: 2,754,134 shares; 2024Q4: 2,937,456 shares; 2025Q1: 3,054,238 shares; 2025Q2: 2,259,010 shares; 2025Q3: 2,929,787 shares; 2025Q4: 3,044,502 shares; 2026Q1: 3,280,951 shares; 2026Q2: 3,511,890 shares 3,511,890 $164M 13.11% +230,939 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: 2,919,854 shares; 2024Q4: 2,915,632 shares; 2025Q1: 2,967,603 shares; 2025Q2: 3,597,630 shares; 2025Q3: 3,543,809 shares; 2025Q4: 3,522,998 shares; 2026Q1: 3,515,056 shares; 2026Q2: 3,639,850 shares 3,639,850 $136M 10.86% +124,794 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: 1,284,040 shares; 2024Q4: 1,319,047 shares; 2025Q1: 1,335,874 shares; 2025Q2: 1,723,511 shares; 2025Q3: 1,778,492 shares; 2025Q4: 1,806,221 shares; 2026Q1: 1,807,261 shares; 2026Q2: 1,907,601 shares 1,907,601 $77.5M 6.21% +100,340 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: 450,645 shares; 2024Q4: 412,299 shares; 2025Q1: 418,616 shares; 2025Q2: 481,553 shares; 2025Q3: 873,605 shares; 2025Q4: 837,940 shares; 2026Q1: 602,486 shares; 2026Q2: 619,959 shares 619,959 $65.4M 5.24% +17,473 Timeline AVUS 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: 420,816 shares; 2024Q4: 421,134 shares; 2025Q1: 416,254 shares; 2025Q2: 427,341 shares; 2025Q3: 428,687 shares; 2025Q4: 429,029 shares; 2026Q1: 425,360 shares; 2026Q2: 421,140 shares 421,140 $53.9M 4.32% -4,220 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,193 shares; 2026Q1: 394,239 shares; 2026Q2: 698,414 shares 698,414 $52.9M 4.23% +304,175 Timeline DFSI 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: 905,476 shares; 2024Q4: 1,022,222 shares; 2025Q1: 1,088,724 shares; 2025Q2: 784,487 shares; 2025Q3: 824,453 shares; 2025Q4: 865,288 shares; 2026Q1: 931,193 shares; 2026Q2: 995,334 shares 995,334 $44.9M 3.59% +64,141 Timeline DFSE 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: 819,021 shares; 2024Q4: 851,592 shares; 2025Q1: 882,216 shares; 2025Q2: 627,225 shares; 2025Q3: 675,590 shares; 2025Q4: 716,841 shares; 2026Q1: 760,676 shares; 2026Q2: 821,857 shares 821,857 $40.2M 3.22% +61,181 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063,470 shares; 2024Q4: 1,136,590 shares; 2025Q1: 1,448,186 shares; 2025Q2: 1,316,218 shares; 2025Q3: 1,238,462 shares; 2025Q4: 970,749 shares; 2026Q1: 662,969 shares; 2026Q2: 382,147 shares 382,147 $38.5M 3.08% -280,822 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: 464,444 shares; 2024Q4: 398,444 shares; 2025Q1: 343,689 shares; 2025Q2: 472,297 shares; 2025Q3: 653,511 shares; 2025Q4: 700,642 shares; 2026Q1: 718,457 shares; 2026Q2: 725,052 shares 725,052 $35M 2.81% +6,595 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: 510,351 shares; 2024Q4: 507,512 shares; 2025Q1: 549,305 shares; 2025Q2: 646,574 shares; 2025Q3: 621,615 shares; 2025Q4: 590,327 shares; 2026Q1: 586,424 shares; 2026Q2: 567,016 shares 567,016 $29.3M 2.35% -19,408 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: 114,626 shares; 2024Q4: 108,691 shares; 2025Q1: 105,685 shares; 2025Q2: 104,888 shares; 2025Q3: 104,633 shares; 2025Q4: 104,889 shares; 2026Q1: 105,091 shares; 2026Q2: 104,700 shares 104,700 $25.4M 2.03% -391 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: 579,025 shares; 2024Q4: 576,194 shares; 2025Q1: 566,760 shares; 2025Q2: 626,314 shares; 2025Q3: 588,616 shares; 2025Q4: 561,088 shares; 2026Q1: 558,710 shares; 2026Q2: 546,212 shares 546,212 $22.5M 1.8% -12,498 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: 115,083 shares; 2024Q4: 144,292 shares; 2025Q1: 144,145 shares; 2025Q2: 157,584 shares; 2025Q3: 311,003 shares; 2025Q4: 343,149 shares; 2026Q1: 395,960 shares; 2026Q2: 464,611 shares 464,611 $22.2M 1.78% +68,651 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: 366,409 shares; 2024Q4: 364,771 shares; 2025Q1: 359,539 shares; 2025Q2: 444,832 shares; 2025Q3: 429,950 shares; 2025Q4: 416,048 shares; 2026Q1: 414,880 shares; 2026Q2: 406,383 shares 406,383 $16.3M 1.31% -8,497 Timeline AVDE 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: 196,481 shares; 2024Q4: 195,720 shares; 2025Q1: 186,833 shares; 2025Q2: 183,400 shares; 2025Q3: 183,213 shares; 2025Q4: 184,270 shares; 2026Q1: 180,257 shares; 2026Q2: 172,857 shares 172,857 $15.4M 1.23% -7,400 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: 55,315 shares; 2024Q4: 122,761 shares; 2025Q1: 132,222 shares; 2025Q2: 256,262 shares; 2025Q3: 314,042 shares; 2025Q4: 319,603 shares; 2026Q1: 333,037 shares; 2026Q2: 519,832 shares 519,832 $15.1M 1.21% +186,795 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: 197,090 shares; 2024Q4: 190,378 shares; 2025Q1: 184,358 shares; 2025Q2: 174,909 shares; 2025Q3: 173,858 shares; 2025Q4: 171,589 shares; 2026Q1: 166,457 shares; 2026Q2: 166,290 shares 166,290 $13.6M 1.09% -167 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: 175,376 shares; 2024Q4: 167,463 shares; 2025Q1: 176,306 shares; 2025Q2: 175,828 shares; 2025Q3: 166,029 shares; 2025Q4: 156,829 shares; 2026Q1: 148,445 shares; 2026Q2: 105,517 shares 105,517 $10.2M 0.81% -42,928 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: 13,716 shares; 2024Q4: 13,547 shares; 2025Q1: 13,548 shares; 2025Q2: 13,548 shares; 2025Q3: 13,543 shares; 2025Q4: 13,546 shares; 2026Q1: 13,472 shares; 2026Q2: 13,545 shares 13,545 $10.1M 0.81% +73 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: 41,369 shares; 2024Q4: 106,014 shares; 2025Q1: 98,769 shares; 2025Q2: 211,043 shares; 2025Q3: 244,351 shares; 2025Q4: 254,990 shares; 2026Q1: 265,232 shares; 2026Q2: 291,455 shares 291,455 $7.62M 0.61% +26,223 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: 209,897 shares; 2024Q4: 205,440 shares; 2025Q1: 196,367 shares; 2025Q2: 165,658 shares; 2025Q3: 150,682 shares; 2025Q4: 146,626 shares; 2026Q1: 141,490 shares; 2026Q2: 110,638 shares 110,638 $7.48M 0.6% -30,852 Timeline AVEM 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: 90,052 shares; 2024Q4: 87,820 shares; 2025Q1: 82,232 shares; 2025Q2: 82,314 shares; 2025Q3: 78,694 shares; 2025Q4: 78,431 shares; 2026Q1: 77,717 shares; 2026Q2: 77,461 shares 77,461 $7.47M 0.6% -256 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: 200,475 shares; 2024Q4: 187,042 shares; 2025Q1: 183,795 shares; 2025Q2: 183,547 shares; 2025Q3: 179,396 shares; 2025Q4: 172,501 shares; 2026Q1: 170,485 shares; 2026Q2: 167,758 shares 167,758 $6.18M 0.49% -2,727 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: 85,988 shares; 2024Q4: 86,639 shares; 2025Q1: 85,671 shares; 2025Q2: 85,807 shares; 2025Q3: 85,974 shares; 2025Q4: 82,650 shares; 2026Q1: 85,050 shares; 2026Q2: 85,315 shares 85,315 $4.61M 0.37% +265 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: 28,110 shares; 2024Q4: 28,106 shares; 2025Q1: 29,976 shares; 2025Q2: 29,976 shares; 2025Q3: 29,976 shares; 2025Q4: 30,004 shares; 2026Q1: 55,009 shares; 2026Q2: 55,080 shares 55,080 $4.25M 0.34% +71 Timeline DFIP 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: 76,294 shares; 2024Q4: 72,934 shares; 2025Q1: 77,540 shares; 2025Q2: 78,517 shares; 2025Q3: 77,838 shares; 2025Q4: 84,892 shares; 2026Q1: 83,841 shares; 2026Q2: 97,231 shares 97,231 $4.01M 0.32% +13,390 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,050 shares; 2024Q4: 97,055 shares; 2025Q1: 97,053 shares; 2025Q2: 97,057 shares; 2025Q3: 97,060 shares; 2025Q4: 97,060 shares; 2026Q1: 97,680 shares; 2026Q2: 98,304 shares 98,304 $3.4M 0.27% +624 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,272 shares; 2026Q2: 14,362 shares 14,362 $3.4M 0.27% +90 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: 419 shares; 2024Q4: not reported; 2025Q1: 4,196 shares; 2025Q2: 4,195 shares; 2025Q3: 4,199 shares; 2025Q4: 4,195 shares; 2026Q1: 4,166 shares; 2026Q2: 4,117 shares 4,117 $3.03M 0.24% -49 Timeline AVSU 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: 32,893 shares; 2024Q4: 32,893 shares; 2025Q1: 32,893 shares; 2025Q2: 32,974 shares; 2025Q3: 33,058 shares; 2025Q4: 33,070 shares; 2026Q1: 33,080 shares; 2026Q2: 33,091 shares 33,091 $2.93M 0.23% +11 Timeline VNQI 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: 125,468 shares; 2024Q4: 119,464 shares; 2025Q1: 146,405 shares; 2025Q2: 97,667 shares; 2025Q3: 78,630 shares; 2025Q4: 81,219 shares; 2026Q1: 77,462 shares; 2026Q2: 61,363 shares 61,363 $2.75M 0.22% -16,099 Timeline RWX 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: 299,868 shares; 2024Q4: 236,373 shares; 2025Q1: 197,914 shares; 2025Q2: 158,393 shares; 2025Q3: 138,938 shares; 2025Q4: 133,847 shares; 2026Q1: 127,389 shares; 2026Q2: 94,552 shares 94,552 $2.55M 0.2% -32,837 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,276 shares; 2026Q2: 11,268 shares 11,268 $2.47M 0.2% -8 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: 43,276 shares; 2024Q4: 86,552 shares; 2025Q1: 86,552 shares; 2025Q2: 86,552 shares; 2025Q3: 86,552 shares; 2025Q4: 85,852 shares; 2026Q1: 85,852 shares; 2026Q2: 86,016 shares 86,016 $2.38M 0.19% +164 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: 17,119 shares; 2024Q4: 17,119 shares; 2025Q1: 17,119 shares; 2025Q2: 17,119 shares; 2025Q3: 17,119 shares; 2025Q4: 17,125 shares; 2026Q1: 16,890 shares; 2026Q2: 17,136 shares 17,136 $2.36M 0.19% +246 Timeline SCHH 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: 99,358 shares; 2024Q4: 99,358 shares; 2025Q1: 95,659 shares; 2025Q2: 95,659 shares; 2025Q3: 95,972 shares; 2025Q4: 96,432 shares; 2026Q1: 96,777 shares; 2026Q2: 96,936 shares 96,936 $2.3M 0.18% +159 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: 4,961 shares; 2024Q4: 5,440 shares; 2025Q1: 5,937 shares; 2025Q2: 5,638 shares; 2025Q3: 5,587 shares; 2025Q4: 5,700 shares; 2026Q1: 5,788 shares; 2026Q2: 7,525 shares 7,525 $2.18M 0.17% +1,737 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: 13,028 shares; 2024Q4: 12,921 shares; 2025Q1: 13,801 shares; 2025Q2: 13,801 shares; 2025Q3: 13,801 shares; 2025Q4: 13,808 shares; 2026Q1: 13,809 shares; 2026Q2: 13,849 shares 13,849 $2.05M 0.16% +40 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: 3,143 shares; 2024Q4: 3,185 shares; 2025Q1: 3,260 shares; 2025Q2: 3,258 shares; 2025Q3: 3,193 shares; 2025Q4: 3,270 shares; 2026Q1: 5,062 shares; 2026Q2: 5,640 shares 5,640 $2.02M 0.16% +578 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: 2,523 shares; 2024Q4: 2,793 shares; 2025Q1: 3,123 shares; 2025Q2: 3,213 shares; 2025Q3: 2,817 shares; 2025Q4: 2,917 shares; 2026Q1: 7,251 shares; 2026Q2: 8,246 shares 8,246 $1.97M 0.16% +995 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 reported; 2024Q4: not reported; 2025Q1: 3,330 shares; 2025Q2: 2,789 shares; 2025Q3: 2,770 shares; 2025Q4: 2,766 shares; 2026Q1: 2,755 shares; 2026Q2: 2,778 shares 2,778 $1.91M 0.15% +23 Timeline GSIE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares; 2026Q2: 40,000 shares 40,000 $1.83M 0.15% 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: 2,227 shares; 2024Q4: 2,117 shares; 2025Q1: 2,958 shares; 2025Q2: 2,905 shares; 2025Q3: 2,627 shares; 2025Q4: 2,600 shares; 2026Q1: 2,361 shares; 2026Q2: 2,359 shares 2,359 $1.76M 0.14% -2 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: 22,678 shares; 2024Q4: 22,038 shares; 2025Q1: 21,589 shares; 2025Q2: 21,589 shares; 2025Q3: 21,635 shares; 2025Q4: 21,219 shares; 2026Q1: 21,098 shares; 2026Q2: 20,894 shares 20,894 $1.72M 0.14% -204 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: 7,447 shares; 2024Q4: 7,447 shares; 2025Q1: 7,447 shares; 2025Q2: 7,447 shares; 2025Q3: 7,447 shares; 2025Q4: 7,465 shares; 2026Q1: 7,361 shares; 2026Q2: 7,497 shares 7,497 $1.7M 0.14% +136 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: 3,681 shares; 2024Q4: 3,566 shares; 2025Q1: 3,500 shares; 2025Q2: 3,459 shares; 2025Q3: 2,983 shares; 2025Q4: 3,020 shares; 2026Q1: 3,901 shares; 2026Q2: 4,531 shares 4,531 $1.69M 0.14% +630 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS 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: 22,552 shares 22,552 $1.68M 0.13% new Timeline EMXC ISHARES INC More: the full row for ISHARES 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: 15,250 shares; 2026Q2: 15,250 shares 15,250 $1.56M 0.12% 0 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,535 shares; 2024Q4: 50,643 shares; 2025Q1: 56,273 shares; 2025Q2: 64,583 shares; 2025Q3: 177,090 shares; 2025Q4: 177,090 shares; 2026Q1: 201,633 shares; 2026Q2: 85,694 shares 85,694 $1.53M 0.12% -115,939 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: 3,044 shares; 2026Q2: 2,521 shares 2,521 $1.46M 0.12% -523 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,739 shares; 2024Q4: 80,672 shares; 2025Q1: 80,659 shares; 2025Q2: 80,661 shares; 2025Q3: 80,656 shares; 2025Q4: 80,649 shares; 2026Q1: 80,149 shares; 2026Q2: 80,859 shares 80,859 $1.46M 0.12% +710 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: 6,917 shares; 2024Q4: 8,168 shares; 2025Q1: 7,763 shares; 2025Q2: 7,555 shares; 2025Q3: 4,225 shares; 2025Q4: 4,510 shares; 2026Q1: 8,262 shares; 2026Q2: 6,765 shares 6,765 $1.35M 0.11% -1,497 Timeline IGF ISHARES TR More: the full row for ISHARES 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: 17,505 shares; 2026Q2: 17,500 shares 17,500 $1.17M 0.09% -5 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: 22,099 shares; 2024Q4: 21,690 shares; 2025Q1: 20,849 shares; 2025Q2: 20,017 shares; 2025Q3: 19,718 shares; 2025Q4: 19,645 shares; 2026Q1: 19,691 shares; 2026Q2: 19,742 shares 19,742 $1.09M 0.09% +51 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: 3,878 shares; 2024Q4: 3,878 shares; 2025Q1: 5,285 shares; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,293 shares; 2026Q1: 5,293 shares; 2026Q2: 5,307 shares 5,307 $1.06M 0.08% +14 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: 659 shares; 2024Q4: 694 shares; 2025Q1: 695 shares; 2025Q2: 702 shares; 2025Q3: 604 shares; 2025Q4: 642 shares; 2026Q1: 1,928 shares; 2026Q2: 1,976 shares 1,976 $989K 0.08% +48 Timeline SRVR PACER FDS TR More: the full row for PACER FDS 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: 30,000 shares; 2026Q2: 30,000 shares 30,000 $953K 0.08% 0 Timeline VCRM 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: 15,761 shares; 2026Q1: 4,508 shares; 2026Q2: 12,445 shares 12,445 $951K 0.08% +7,937 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,224 shares; 2024Q4: 7,224 shares; 2025Q1: 7,224 shares; 2025Q2: 7,224 shares; 2025Q3: 7,224 shares; 2025Q4: 7,224 shares; 2026Q1: 7,224 shares; 2026Q2: 7,224 shares 7,224 $849K 0.07% 0 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: 4,718 shares; 2024Q4: 4,718 shares; 2025Q1: 4,718 shares; 2025Q2: 4,718 shares; 2025Q3: 4,718 shares; 2025Q4: 4,718 shares; 2026Q1: 4,718 shares; 2026Q2: 4,718 shares 4,718 $843K 0.07% 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: 2,764 shares; 2024Q4: 2,296 shares; 2025Q1: 2,296 shares; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares; 2025Q4: 2,296 shares; 2026Q1: 2,296 shares; 2026Q2: 2,296 shares 2,296 $790K 0.06% 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: 7,699 shares; 2024Q4: 19,730 shares; 2025Q1: 19,819 shares; 2025Q2: 19,927 shares; 2025Q3: 20,106 shares; 2025Q4: 19,857 shares; 2026Q1: 18,305 shares; 2026Q2: 18,426 shares 18,426 $778K 0.06% +121 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: 1,193 shares; 2024Q4: 1,297 shares; 2025Q1: 1,913 shares; 2025Q2: 1,913 shares; 2025Q3: 1,975 shares; 2025Q4: 2,017 shares; 2026Q1: 2,016 shares; 2026Q2: 2,367 shares 2,367 $775K 0.06% +351 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,611 shares; 2024Q4: 4,611 shares; 2025Q1: 4,611 shares; 2025Q2: 4,617 shares; 2025Q3: 4,628 shares; 2025Q4: 4,641 shares; 2026Q1: 4,650 shares; 2026Q2: 4,660 shares 4,660 $766K 0.06% +10 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 reported; 2024Q4: 1,895 shares; 2025Q1: 1,889 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,792 shares; 2026Q1: 1,788 shares; 2026Q2: 2,144 shares 2,144 $758K 0.06% +356 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,504 shares; 2024Q4: 31,871 shares; 2025Q1: 31,468 shares; 2025Q2: 25,661 shares; 2025Q3: 25,704 shares; 2025Q4: 15,762 shares; 2026Q1: 11,415 shares; 2026Q2: 11,107 shares 11,107 $738K 0.06% -308 Timeline PWRL POWERLAW CORP More: the full row for POWERLAW 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: 49,722 shares 49,722 $730K 0.06% 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: 7,037 shares; 2024Q4: 7,019 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,255 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $727K 0.06% 0 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: 4,822 shares; 2024Q4: 4,822 shares; 2025Q1: 4,822 shares; 2025Q2: 4,822 shares; 2025Q3: 4,822 shares; 2025Q4: 4,822 shares; 2026Q1: 4,822 shares; 2026Q2: 4,822 shares 4,822 $712K 0.06% 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: 5,269 shares; 2024Q4: 5,266 shares; 2025Q1: 5,266 shares; 2025Q2: 5,266 shares; 2025Q3: 5,266 shares; 2025Q4: 5,266 shares; 2026Q1: 5,266 shares; 2026Q2: 5,073 shares 5,073 $693K 0.06% -193 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: 8,995 shares; 2024Q4: 8,762 shares; 2025Q1: 6,714 shares; 2025Q2: 6,377 shares; 2025Q3: 6,137 shares; 2025Q4: 5,724 shares; 2026Q1: 5,674 shares; 2026Q2: 5,625 shares 5,625 $615K 0.05% -49 Timeline RWR 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: 5,970 shares; 2024Q4: 5,970 shares; 2025Q1: 5,970 shares; 2025Q2: 5,348 shares; 2025Q3: 5,348 shares; 2025Q4: 5,373 shares; 2026Q1: 5,386 shares; 2026Q2: 5,405 shares 5,405 $611K 0.05% +19 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,553 shares; 2024Q4: 5,553 shares; 2025Q1: 5,307 shares; 2025Q2: 5,216 shares; 2025Q3: 5,237 shares; 2025Q4: 5,263 shares; 2026Q1: 5,100 shares; 2026Q2: 5,354 shares 5,354 $590K 0.05% +254 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,177 shares; 2024Q4: 8,177 shares; 2025Q1: 8,177 shares; 2025Q2: 8,177 shares; 2025Q3: 8,177 shares; 2025Q4: 8,177 shares; 2026Q1: 8,177 shares; 2026Q2: 8,287 shares 8,287 $576K 0.05% +110 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: 13,378 shares; 2024Q4: 13,378 shares; 2025Q1: 13,378 shares; 2025Q2: 13,358 shares; 2025Q3: 13,395 shares; 2025Q4: 13,425 shares; 2026Q1: 13,460 shares; 2026Q2: 13,492 shares 13,492 $563K 0.05% +32 Timeline TILT 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: 1,946 shares; 2025Q2: 1,946 shares; 2025Q3: 1,951 shares; 2025Q4: 1,959 shares; 2026Q1: 1,963 shares; 2026Q2: 1,951 shares 1,951 $539K 0.04% -12 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: 2,001 shares; 2024Q4: 2,002 shares; 2025Q1: not reported; 2025Q2: 2,005 shares; 2025Q3: 2,005 shares; 2025Q4: 2,006 shares; 2026Q1: 2,006 shares; 2026Q2: 2,056 shares 2,056 $535K 0.04% +50 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: 7,138 shares; 2024Q4: 7,170 shares; 2025Q1: 7,170 shares; 2025Q2: 7,178 shares; 2025Q3: 6,611 shares; 2025Q4: 6,491 shares; 2026Q1: 6,447 shares; 2026Q2: 6,443 shares 6,443 $534K 0.04% -4 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: 458 shares; 2025Q4: 457 shares; 2026Q1: 465 shares; 2026Q2: 492 shares 492 $524K 0.04% +27 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: 14,489 shares; 2024Q4: 14,583 shares; 2025Q1: 14,633 shares; 2025Q2: 14,702 shares; 2025Q3: 14,768 shares; 2025Q4: 14,622 shares; 2026Q1: 14,675 shares; 2026Q2: 8,419 shares 8,419 $512K 0.04% -6,256 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,794 shares; 2024Q4: 12,794 shares; 2025Q1: 12,794 shares; 2025Q2: 12,794 shares; 2025Q3: 12,794 shares; 2025Q4: 12,794 shares; 2026Q1: not reported; 2026Q2: 12,794 shares 12,794 $489K 0.04% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 18,344 shares 18,344 $476K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: 3,867 shares; 2025Q2: 3,867 shares; 2025Q3: 3,130 shares; 2025Q4: 3,141 shares; 2026Q1: 3,124 shares; 2026Q2: 3,998 shares 3,998 $470K 0.04% +874 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 10,020 shares; 2026Q2: 10,043 shares 10,043 $447K 0.04% +23 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: 678 shares; 2026Q1: 784 shares; 2026Q2: 1,171 shares 1,171 $442K 0.04% +387 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: 377 shares; 2024Q4: 396 shares; 2025Q1: 467 shares; 2025Q2: 468 shares; 2025Q3: 470 shares; 2025Q4: 464 shares; 2026Q1: 534 shares; 2026Q2: 774 shares 774 $436K 0.03% +240 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 reported; 2024Q4: not reported; 2025Q1: 2,741 shares; 2025Q2: 2,861 shares; 2025Q3: 2,710 shares; 2025Q4: 2,728 shares; 2026Q1: 2,859 shares; 2026Q2: 3,814 shares 3,814 $432K 0.03% +955 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: 2,677 shares; 2024Q4: 2,691 shares; 2025Q1: 3,119 shares; 2025Q2: 3,222 shares; 2025Q3: 3,177 shares; 2025Q4: 3,182 shares; 2026Q1: 1,189 shares; 2026Q2: 1,651 shares 1,651 $419K 0.03% +462 Timeline DFIS 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: 13,999 shares; 2024Q4: 14,014 shares; 2025Q1: 14,017 shares; 2025Q2: 14,050 shares; 2025Q3: 13,982 shares; 2025Q4: 11,713 shares; 2026Q1: 11,724 shares; 2026Q2: 11,865 shares 11,865 $416K 0.03% +141 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: 796 shares; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,034 shares; 2025Q3: 972 shares; 2025Q4: 1,012 shares; 2026Q1: 853 shares; 2026Q2: 1,167 shares 1,167 $400K 0.03% +314 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,873 shares; 2026Q2: 1,868 shares 1,868 $397K 0.03% -5 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST 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: 27,276 shares; 2026Q2: 27,277 shares 27,277 $377K 0.03% +1 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: 8,484 shares; 2024Q4: 8,512 shares; 2025Q1: 6,316 shares; 2025Q2: 6,332 shares; 2025Q3: 5,204 shares; 2025Q4: 5,223 shares; 2026Q1: 5,234 shares; 2026Q2: 5,274 shares 5,274 $376K 0.03% +40 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: 1,471 shares; 2024Q4: 1,559 shares; 2025Q1: 1,541 shares; 2025Q2: 1,295 shares; 2025Q3: 1,058 shares; 2025Q4: 1,073 shares; 2026Q1: 1,042 shares; 2026Q2: 944 shares 944 $349K 0.03% -98 Timeline SCHM 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: 3,084 shares; 2024Q4: 9,252 shares; 2025Q1: 9,252 shares; 2025Q2: 9,252 shares; 2025Q3: 9,258 shares; 2025Q4: 9,266 shares; 2026Q1: 9,270 shares; 2026Q2: 9,275 shares 9,275 $342K 0.03% +5 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 reported; 2024Q4: not reported; 2025Q1: 1,880 shares; 2025Q2: 1,945 shares; 2025Q3: 1,889 shares; 2025Q4: 1,779 shares; 2026Q1: 1,808 shares; 2026Q2: 2,459 shares 2,459 $336K 0.03% +651 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 1,090 shares 1,090 $325K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,997 shares 2,997 $323K 0.03% new Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,252 shares; 2024Q4: 60,075 shares; 2025Q1: 50,079 shares; 2025Q2: 45,727 shares; 2025Q3: 21,225 shares; 2025Q4: 14,068 shares; 2026Q1: 10,680 shares; 2026Q2: 14,299 shares 14,299 $319K 0.03% +3,619 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,025 shares; 2024Q4: 33,025 shares; 2025Q1: 33,025 shares; 2025Q2: 33,025 shares; 2025Q3: 33,025 shares; 2025Q4: 33,453 shares; 2026Q1: 30,684 shares; 2026Q2: 34,115 shares 34,115 $313K 0.03% +3,431 Timeline JMOM 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: 3,441 shares; 2025Q1: not reported; 2025Q2: 3,444 shares; 2025Q3: 3,453 shares; 2025Q4: 3,461 shares; 2026Q1: 3,468 shares; 2026Q2: 3,474 shares 3,474 $297K 0.02% +6 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: 7,440 shares; 2024Q4: 6,981 shares; 2025Q1: 6,691 shares; 2025Q2: 6,381 shares; 2025Q3: 6,346 shares; 2025Q4: 5,124 shares; 2026Q1: 4,117 shares; 2026Q2: 3,988 shares 3,988 $293K 0.02% -129 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG 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: 728 shares 728 $289K 0.02% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,090 shares; 2025Q2: 2,091 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,108 shares 2,108 $288K 0.02% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,803 shares; 2024Q4: 1,803 shares; 2025Q1: 1,803 shares; 2025Q2: 1,469 shares; 2025Q3: 1,477 shares; 2025Q4: 1,479 shares; 2026Q1: 1,481 shares; 2026Q2: 1,525 shares 1,525 $287K 0.02% +44 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: 603 shares; 2024Q4: 738 shares; 2025Q1: 765 shares; 2025Q2: 763 shares; 2025Q3: 776 shares; 2025Q4: 711 shares; 2026Q1: 638 shares; 2026Q2: 812 shares 812 $286K 0.02% +174 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 803 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 816 shares; 2025Q4: 816 shares; 2026Q1: not reported; 2026Q2: 843 shares 843 $283K 0.02% new 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: 257 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 246 shares; 2026Q2: 299 shares 299 $280K 0.02% +53 Timeline GUNR 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: 5,578 shares; 2025Q2: 5,578 shares; 2025Q3: 5,590 shares; 2025Q4: 5,628 shares; 2026Q1: 5,649 shares; 2026Q2: 5,585 shares 5,585 $275K 0.02% -64 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: not reported; 2024Q4: not reported; 2025Q1: 1,401 shares; 2025Q2: not reported; 2025Q3: 1,351 shares; 2025Q4: 1,359 shares; 2026Q1: 1,069 shares; 2026Q2: 1,621 shares 1,621 $269K 0.02% +552 Timeline DIHP 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: 7,360 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,360 shares; 2025Q3: 7,391 shares; 2025Q4: 7,419 shares; 2026Q1: 7,449 shares; 2026Q2: 7,512 shares 7,512 $256K 0.02% +63 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: 210 shares 210 $242K 0.02% new 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: not reported; 2026Q1: not reported; 2026Q2: 2,958 shares 2,958 $240K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 1,322 shares 1,322 $233K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS 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: 570 shares; 2026Q1: not reported; 2026Q2: 675 shares 675 $228K 0.02% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION 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: 1,153 shares 1,153 $219K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,868 shares; 2025Q4: 2,868 shares; 2026Q1: not reported; 2026Q2: 2,810 shares 2,810 $212K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 175 shares 175 $210K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,758 shares 1,758 $210K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS 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: 692 shares 692 $206K 0.02% new Timeline