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: 1,814,746 shares; 2024Q4: 1,793,251 shares; 2025Q1: 1,807,945 shares; 2025Q2: 1,811,981 shares; 2025Q3: 1,809,457 shares; 2025Q4: 1,787,342 shares; 2026Q1: 1,810,343 shares; 2026Q2: 1,867,814 shares 1,867,814 $82.9M 22.76% +57,471 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: 1,667,305 shares; 2024Q4: 1,672,978 shares; 2025Q1: 1,689,779 shares; 2025Q2: 1,688,504 shares; 2025Q3: 1,688,017 shares; 2025Q4: 1,719,710 shares; 2026Q1: 1,762,066 shares; 2026Q2: 1,949,537 shares 1,949,537 $71.8M 19.73% +187,471 Timeline VTEB 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: 1,232,654 shares; 2024Q4: 1,262,039 shares; 2025Q1: 1,160,626 shares; 2025Q2: 1,251,508 shares; 2025Q3: 1,159,214 shares; 2025Q4: 1,162,771 shares; 2026Q1: 1,172,202 shares; 2026Q2: 1,194,965 shares 1,194,965 $60.4M 16.6% +22,763 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: 478,219 shares; 2024Q4: 462,449 shares; 2025Q1: 467,422 shares; 2025Q2: 454,213 shares; 2025Q3: 452,214 shares; 2025Q4: 443,276 shares; 2026Q1: 442,147 shares; 2026Q2: 435,463 shares 435,463 $24M 6.58% -6,684 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,592 shares; 2024Q4: 388,918 shares; 2025Q1: 409,123 shares; 2025Q2: 417,494 shares; 2025Q3: 423,112 shares; 2025Q4: 393,938 shares; 2026Q1: 410,175 shares; 2026Q2: 421,979 shares 421,979 $19.2M 5.27% +11,804 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: 235,897 shares; 2024Q4: 223,217 shares; 2025Q1: 220,723 shares; 2025Q2: 216,438 shares; 2025Q3: 212,722 shares; 2025Q4: 211,322 shares; 2026Q1: 206,482 shares; 2026Q2: 202,584 shares 202,584 $10.9M 3.01% -3,898 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: 166,755 shares; 2024Q4: 166,755 shares; 2025Q1: 185,503 shares; 2025Q2: 182,578 shares; 2025Q3: 183,277 shares; 2025Q4: 196,650 shares; 2026Q1: 196,545 shares; 2026Q2: 196,591 shares 196,591 $8.11M 2.23% +46 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: 2,298 shares; 2024Q4: 2,427 shares; 2025Q1: 2,427 shares; 2025Q2: 1,278 shares; 2025Q3: 1,273 shares; 2025Q4: 8,259 shares; 2026Q1: 8,259 shares; 2026Q2: 8,259 shares 8,259 $6.17M 1.69% 0 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: 21,015 shares; 2024Q4: 19,830 shares; 2025Q1: 17,964 shares; 2025Q2: 18,011 shares; 2025Q3: 18,825 shares; 2025Q4: 19,224 shares; 2026Q1: 18,952 shares; 2026Q2: 18,826 shares 18,826 $5.45M 1.5% -126 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: 104,441 shares; 2024Q4: 100,766 shares; 2025Q1: 94,891 shares; 2025Q2: 92,586 shares; 2025Q3: 90,878 shares; 2025Q4: 101,084 shares; 2026Q1: 102,581 shares; 2026Q2: 105,257 shares 105,257 $4.23M 1.16% +2,676 Timeline IMOM 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: 74,215 shares; 2024Q4: 74,078 shares; 2025Q1: 83,613 shares; 2025Q2: 82,824 shares; 2025Q3: 82,924 shares; 2025Q4: 84,952 shares; 2026Q1: 90,823 shares; 2026Q2: 92,523 shares 92,523 $4M 1.1% +1,700 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: 7,701 shares; 2024Q4: 8,309 shares; 2025Q1: 8,666 shares; 2025Q2: 8,656 shares; 2025Q3: 5,643 shares; 2025Q4: 20,016 shares; 2026Q1: 20,511 shares; 2026Q2: 10,352 shares 10,352 $3.86M 1.06% -10,159 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: 109,888 shares; 2024Q4: 101,697 shares; 2025Q1: 84,650 shares; 2025Q2: 62,119 shares; 2025Q3: 57,568 shares; 2025Q4: 63,563 shares; 2026Q1: 62,299 shares; 2026Q2: 62,299 shares 62,299 $3.67M 1.01% 0 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: 7,540 shares; 2024Q4: 7,235 shares; 2025Q1: 7,307 shares; 2025Q2: 7,307 shares; 2025Q3: 7,225 shares; 2025Q4: 7,993 shares; 2026Q1: 9,170 shares; 2026Q2: 9,265 shares 9,265 $3.18M 0.87% +95 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: 39,190 shares; 2024Q4: 35,758 shares; 2025Q1: 34,990 shares; 2025Q2: 34,227 shares; 2025Q3: 35,115 shares; 2025Q4: 35,185 shares; 2026Q1: 35,793 shares; 2026Q2: 35,649 shares 35,649 $2.94M 0.81% -144 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: 3,393 shares; 2024Q4: 3,408 shares; 2025Q1: 3,993 shares; 2025Q2: 3,563 shares; 2025Q3: 3,673 shares; 2025Q4: 3,675 shares; 2026Q1: 3,803 shares; 2026Q2: 4,032 shares 4,032 $2.77M 0.76% +229 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: 91,674 shares; 2024Q4: 94,745 shares; 2025Q1: 26,695 shares; 2025Q2: 27,267 shares; 2025Q3: 26,735 shares; 2025Q4: 27,044 shares; 2026Q1: 25,890 shares; 2026Q2: 25,890 shares 25,890 $1.84M 0.51% 0 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: 8,507 shares; 2024Q4: 8,140 shares; 2025Q1: 8,080 shares; 2025Q2: 6,980 shares; 2025Q3: 7,056 shares; 2025Q4: 6,721 shares; 2026Q1: 6,721 shares; 2026Q2: 6,696 shares 6,696 $1.7M 0.47% -25 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: 28,512 shares; 2024Q4: 28,200 shares; 2025Q1: 7,559 shares; 2025Q2: 7,556 shares; 2025Q3: 7,361 shares; 2025Q4: 7,547 shares; 2026Q1: 7,547 shares; 2026Q2: 7,418 shares 7,418 $1.62M 0.44% -129 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.41% 0 Timeline VONG 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: 12,167 shares; 2024Q4: 11,249 shares; 2025Q1: 11,249 shares; 2025Q2: 11,249 shares; 2025Q3: 11,249 shares; 2025Q4: 11,249 shares; 2026Q1: 11,249 shares; 2026Q2: 11,249 shares 11,249 $1.44M 0.39% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,687 shares; 2024Q4: 2,965 shares; 2025Q1: 2,304 shares; 2025Q2: 2,304 shares; 2025Q3: 2,212 shares; 2025Q4: 2,212 shares; 2026Q1: 2,202 shares; 2026Q2: 2,220 shares 2,220 $1.41M 0.39% +18 Timeline QVAL 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: 15,878 shares; 2024Q4: 16,179 shares; 2025Q1: 23,359 shares; 2025Q2: 24,171 shares; 2025Q3: 25,070 shares; 2025Q4: 25,331 shares; 2026Q1: 25,006 shares; 2026Q2: 24,969 shares 24,969 $1.38M 0.38% -37 Timeline QMOM 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: 10,623 shares; 2024Q4: 10,868 shares; 2025Q1: 15,894 shares; 2025Q2: 16,405 shares; 2025Q3: 16,994 shares; 2025Q4: 17,193 shares; 2026Q1: 16,993 shares; 2026Q2: 17,017 shares 17,017 $1.34M 0.37% +24 Timeline VONV 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: 10,616 shares; 2024Q4: 12,379 shares; 2025Q1: 12,379 shares; 2025Q2: 12,379 shares; 2025Q3: 12,379 shares; 2025Q4: 12,379 shares; 2026Q1: 12,379 shares; 2026Q2: 12,379 shares 12,379 $1.32M 0.36% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,834 shares; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 2,810 shares; 2026Q2: 10,408 shares 10,408 $1.29M 0.35% +7,598 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: 18,915 shares; 2024Q4: 18,835 shares; 2025Q1: 16,202 shares; 2025Q2: 15,283 shares; 2025Q3: 14,612 shares; 2025Q4: 15,403 shares; 2026Q1: 15,403 shares; 2026Q2: 15,403 shares 15,403 $1.28M 0.35% 0 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: 945 shares; 2024Q4: 945 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,092 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 1,158 shares 1,158 $1.23M 0.34% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,297 shares; 2026Q1: 9,297 shares; 2026Q2: 9,297 shares 9,297 $1.19M 0.33% 0 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: 2,350 shares; 2024Q4: 2,235 shares; 2025Q1: 1,791 shares; 2025Q2: 2,037 shares; 2025Q3: 1,802 shares; 2025Q4: 1,178 shares; 2026Q1: 1,172 shares; 2026Q2: 1,216 shares 1,216 $1.14M 0.31% +44 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC 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: 7,950 shares; 2026Q1: 7,875 shares; 2026Q2: 7,875 shares 7,875 $1.13M 0.31% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,610 shares; 2024Q4: 2,580 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,660 shares; 2025Q4: 3,124 shares; 2026Q1: 3,119 shares; 2026Q2: 3,093 shares 3,093 $1.11M 0.3% -26 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: 4,462 shares; 2024Q4: 4,444 shares; 2025Q1: 3,271 shares; 2025Q2: 3,271 shares; 2025Q3: 3,451 shares; 2025Q4: 3,887 shares; 2026Q1: 4,627 shares; 2026Q2: 4,572 shares 4,572 $1.09M 0.3% -55 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: 6,747 shares; 2024Q4: 6,473 shares; 2025Q1: 3,473 shares; 2025Q2: 3,416 shares; 2025Q3: 3,416 shares; 2025Q4: 3,354 shares; 2026Q1: 2,914 shares; 2026Q2: 2,978 shares 2,978 $1.05M 0.29% +64 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: 1,571 shares; 2025Q3: 1,578 shares; 2025Q4: 1,725 shares; 2026Q1: 1,725 shares; 2026Q2: 1,732 shares 1,732 $1.01M 0.28% +7 Timeline IVAL 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: 16,889 shares; 2024Q4: 17,195 shares; 2025Q1: 27,636 shares; 2025Q2: 28,366 shares; 2025Q3: 29,174 shares; 2025Q4: 29,400 shares; 2026Q1: 29,069 shares; 2026Q2: 29,296 shares 29,296 $998K 0.27% +227 Timeline GEQ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,780 shares 18,780 $961K 0.26% new Timeline VTWO 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: 2,287 shares; 2024Q4: 2,939 shares; 2025Q1: 5,249 shares; 2025Q2: 5,254 shares; 2025Q3: 5,254 shares; 2025Q4: 5,777 shares; 2026Q1: 7,044 shares; 2026Q2: 7,142 shares 7,142 $867K 0.24% +98 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: 1,817 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 2,913 shares; 2025Q4: 3,448 shares; 2026Q1: 2,233 shares; 2026Q2: 1,732 shares 1,732 $867K 0.24% -501 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,125 shares; 2024Q4: 3,074 shares; 2025Q1: 3,048 shares; 2025Q2: 3,048 shares; 2025Q3: 3,103 shares; 2025Q4: 3,087 shares; 2026Q1: 2,996 shares; 2026Q2: 2,982 shares 2,982 $806K 0.22% -14 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: 2,605 shares; 2024Q4: 2,415 shares; 2025Q1: 2,411 shares; 2025Q2: 3,251 shares; 2025Q3: 4,150 shares; 2025Q4: 2,677 shares; 2026Q1: 2,618 shares; 2026Q2: 4,206 shares 4,206 $697K 0.19% +1,588 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: 2,454 shares; 2024Q4: 1,952 shares; 2025Q1: 1,952 shares; 2025Q2: 1,952 shares; 2025Q3: 2,027 shares; 2025Q4: 2,053 shares; 2026Q1: 1,973 shares; 2026Q2: 1,972 shares 1,972 $695K 0.19% -1 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,577 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,004 shares; 2026Q1: 17,825 shares; 2026Q2: 11,212 shares 11,212 $677K 0.19% -6,613 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: 1,339 shares; 2024Q4: 1,186 shares; 2025Q1: 1,186 shares; 2025Q2: 1,144 shares; 2025Q3: 1,169 shares; 2025Q4: 1,311 shares; 2026Q1: 1,286 shares; 2026Q2: 1,199 shares 1,199 $675K 0.19% -87 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,036 shares; 2024Q4: 26,048 shares; 2025Q1: 26,568 shares; 2025Q2: 26,807 shares; 2025Q3: 24,114 shares; 2025Q4: 24,340 shares; 2026Q1: 27,023 shares; 2026Q2: 26,706 shares 26,706 $674K 0.19% -317 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: 29,242 shares; 2024Q4: 31,378 shares; 2025Q1: 10,829 shares; 2025Q2: 11,030 shares; 2025Q3: 10,843 shares; 2025Q4: 11,530 shares; 2026Q1: 11,017 shares; 2026Q2: 11,017 shares 11,017 $658K 0.18% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,157 shares; 2024Q4: 1,986 shares; 2025Q1: 2,197 shares; 2025Q2: 2,197 shares; 2025Q3: 2,197 shares; 2025Q4: 2,338 shares; 2026Q1: 2,338 shares; 2026Q2: 2,406 shares 2,406 $654K 0.18% +68 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: 3,872 shares; 2024Q4: 3,872 shares; 2025Q1: 3,872 shares; 2025Q2: 3,872 shares; 2025Q3: 3,872 shares; 2025Q4: 3,376 shares; 2026Q1: 3,376 shares; 2026Q2: 3,251 shares 3,251 $617K 0.17% -125 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,822 shares; 2024Q4: 2,672 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,715 shares; 2025Q4: 2,715 shares; 2026Q1: 2,715 shares; 2026Q2: 2,716 shares 2,716 $588K 0.16% +1 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,090 shares; 2025Q4: 1,130 shares; 2026Q1: 1,125 shares; 2026Q2: 1,124 shares 1,124 $577K 0.16% -1 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,409 shares; 2024Q4: 4,409 shares; 2025Q1: 4,409 shares; 2025Q2: 4,409 shares; 2025Q3: 4,409 shares; 2025Q4: 36,506 shares; 2026Q1: 36,506 shares; 2026Q2: 4,645 shares 4,645 $558K 0.15% -31,861 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: 4,131 shares; 2024Q4: 4,503 shares; 2025Q1: 4,469 shares; 2025Q2: 4,570 shares; 2025Q3: 4,627 shares; 2025Q4: 7,327 shares; 2026Q1: 7,270 shares; 2026Q2: 4,025 shares 4,025 $550K 0.15% -3,245 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: 2,890 shares; 2024Q4: 2,924 shares; 2025Q1: 951 shares; 2025Q2: 1,115 shares; 2025Q3: 1,065 shares; 2025Q4: 1,203 shares; 2026Q1: 1,161 shares; 2026Q2: 1,197 shares 1,197 $503K 0.14% +36 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: 1,666 shares; 2024Q4: 1,866 shares; 2025Q1: 1,866 shares; 2025Q2: 1,866 shares; 2025Q3: 1,916 shares; 2025Q4: 2,019 shares; 2026Q1: 1,987 shares; 2026Q2: 1,784 shares 1,784 $502K 0.14% -203 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,856 shares; 2024Q4: 4,762 shares; 2025Q1: 4,639 shares; 2025Q2: 4,639 shares; 2025Q3: 4,715 shares; 2025Q4: 4,454 shares; 2026Q1: 3,414 shares; 2026Q2: 3,388 shares 3,388 $497K 0.14% -26 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,251 shares; 2025Q3: 1,278 shares; 2025Q4: 2,556 shares; 2026Q1: 2,556 shares; 2026Q2: 2,556 shares 2,556 $487K 0.13% 0 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: 1,338 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,357 shares; 2025Q4: 1,357 shares; 2026Q1: 1,357 shares; 2026Q2: 1,360 shares 1,360 $467K 0.13% +3 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: 2,327 shares; 2024Q4: 2,403 shares; 2025Q1: 2,397 shares; 2025Q2: 2,739 shares; 2025Q3: 3,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares; 2026Q2: 2,294 shares 2,294 $459K 0.13% +237 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,979 shares; 2024Q4: 1,979 shares; 2025Q1: 1,979 shares; 2025Q2: 1,979 shares; 2025Q3: 1,979 shares; 2025Q4: 1,989 shares; 2026Q1: 1,979 shares; 2026Q2: 1,979 shares 1,979 $441K 0.12% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,015 shares; 2024Q4: 971 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 598 shares; 2026Q2: 613 shares 613 $437K 0.12% +15 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,053 shares; 2024Q4: 3,179 shares; 2025Q1: 3,179 shares; 2025Q2: 3,179 shares; 2025Q3: 3,042 shares; 2025Q4: 3,382 shares; 2026Q1: 3,359 shares; 2026Q2: 3,233 shares 3,233 $409K 0.11% -126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,339 shares; 2026Q1: 7,339 shares; 2026Q2: 7,339 shares 7,339 $379K 0.1% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,146 shares; 2025Q3: 3,217 shares; 2025Q4: 3,217 shares; 2026Q1: 3,146 shares; 2026Q2: 3,126 shares 3,126 $367K 0.1% -20 Timeline FRDM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,022 shares 5,022 $366K 0.1% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY 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: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 4,538 shares 4,538 $364K 0.1% +1,738 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: 1,248 shares; 2024Q4: 1,078 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 963 shares; 2025Q4: 1,045 shares; 2026Q1: 1,045 shares; 2026Q2: 1,045 shares 1,045 $342K 0.09% 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: 1,684 shares; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,583 shares; 2025Q4: 1,413 shares; 2026Q1: 1,324 shares; 2026Q2: 1,324 shares 1,324 $333K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,712 shares; 2026Q2: 3,712 shares 3,712 $317K 0.09% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO 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: 3,092 shares; 2026Q1: 3,092 shares; 2026Q2: 3,092 shares 3,092 $312K 0.09% 0 Timeline AVLV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,385 shares 3,385 $309K 0.08% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,041 shares; 2024Q4: 7,691 shares; 2025Q1: 7,691 shares; 2025Q2: 7,582 shares; 2025Q3: 7,257 shares; 2025Q4: 6,932 shares; 2026Q1: 3,032 shares; 2026Q2: 3,140 shares 3,140 $301K 0.08% +108 Timeline SRE SEMPRA More: the full row for SEMPRA 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: 3,137 shares 3,137 $291K 0.08% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 1,293 shares 1,293 $289K 0.08% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 1,293 shares 1,293 $286K 0.08% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,062 shares; 2024Q4: 3,062 shares; 2025Q1: not reported; 2025Q2: 3,107 shares; 2025Q3: 3,611 shares; 2025Q4: 3,881 shares; 2026Q1: 3,824 shares; 2026Q2: 3,824 shares 3,824 $280K 0.08% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC 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: 802 shares; 2026Q1: 702 shares; 2026Q2: 658 shares 658 $280K 0.08% -44 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: 2,560 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares; 2026Q2: 2,560 shares 2,560 $276K 0.08% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,102 shares; 2024Q4: 2,202 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,090 shares; 2026Q1: 3,013 shares; 2026Q2: 2,125 shares 2,125 $273K 0.07% -888 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: 541 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 551 shares 551 $271K 0.07% -66 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 851 shares; 2026Q2: 851 shares 851 $268K 0.07% 0 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: not reported; 2025Q2: 2,258 shares; 2025Q3: 4,048 shares; 2025Q4: 2,224 shares; 2026Q1: 2,224 shares; 2026Q2: 2,356 shares 2,356 $267K 0.07% +132 Timeline VXF 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: 2,143 shares; 2024Q4: 2,143 shares; 2025Q1: 2,143 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares; 2026Q2: 1,062 shares 1,062 $261K 0.07% 0 Timeline VCRB 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: not reported; 2024Q4: 3,257 shares; 2025Q1: 3,257 shares; 2025Q2: 3,257 shares; 2025Q3: 3,257 shares; 2025Q4: 3,257 shares; 2026Q1: 3,257 shares; 2026Q2: 3,257 shares 3,257 $252K 0.07% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,261 shares; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,281 shares; 2026Q1: 1,261 shares; 2026Q2: 1,293 shares 1,293 $246K 0.07% +32 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,671 shares; 2025Q2: 3,779 shares; 2025Q3: 4,060 shares; 2025Q4: 3,660 shares; 2026Q1: 3,379 shares; 2026Q2: 3,373 shares 3,373 $243K 0.07% -6 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 647 shares; 2026Q1: 647 shares; 2026Q2: 640 shares 640 $237K 0.07% -7 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD 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: 5,200 shares; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares 5,200 $233K 0.06% 0 Timeline QQQM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 734 shares 734 $222K 0.06% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY 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: 886 shares 886 $220K 0.06% new Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 678 shares; 2026Q2: 690 shares 690 $216K 0.06% +12 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,125 shares 5,125 $214K 0.06% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,139 shares; 2024Q4: 5,139 shares; 2025Q1: 5,339 shares; 2025Q2: 5,339 shares; 2025Q3: 5,621 shares; 2025Q4: 5,359 shares; 2026Q1: 5,067 shares; 2026Q2: 5,081 shares 5,081 $209K 0.06% +14 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 946 shares; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 946 shares; 2026Q2: 940 shares 940 $207K 0.06% -6 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: 172 shares 172 $206K 0.06% new Timeline