IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490,313 shares; 2024Q4: 500,372 shares; 2025Q1: 508,890 shares; 2025Q2: 522,550 shares; 2025Q3: 516,036 shares; 2025Q4: 512,391 shares; 2026Q1: 507,751 shares; 2026Q2: 485,371 shares 485,371 $40.2M 8.89% -22,380 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: 419,292 shares; 2024Q4: 404,268 shares; 2025Q1: 411,957 shares; 2025Q2: 416,205 shares; 2025Q3: 427,692 shares; 2025Q4: 453,070 shares; 2026Q1: 464,659 shares; 2026Q2: 455,097 shares 455,097 $35.1M 7.76% -9,562 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: 138,324 shares; 2024Q4: 134,235 shares; 2025Q1: 127,972 shares; 2025Q2: 134,155 shares; 2025Q3: 128,951 shares; 2025Q4: 126,731 shares; 2026Q1: 137,582 shares; 2026Q2: 143,960 shares 143,960 $18.4M 4.07% +6,378 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: 48,837 shares; 2024Q4: 47,880 shares; 2025Q1: 47,063 shares; 2025Q2: 54,166 shares; 2025Q3: 53,438 shares; 2025Q4: 53,937 shares; 2026Q1: 54,114 shares; 2026Q2: 214,332 shares 214,332 $17.3M 3.82% +160,218 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: not reported; 2024Q4: not reported; 2025Q1: 180,298 shares; 2025Q2: 354,233 shares; 2025Q3: 398,014 shares; 2025Q4: 422,145 shares; 2026Q1: 444,178 shares; 2026Q2: 453,219 shares 453,219 $15.9M 3.51% +9,041 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: 265,954 shares; 2024Q4: 546,282 shares; 2025Q1: 544,912 shares; 2025Q2: 523,727 shares; 2025Q3: 587,910 shares; 2025Q4: 558,370 shares; 2026Q1: 574,087 shares; 2026Q2: 559,279 shares 559,279 $15.5M 3.42% -14,808 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: 34,689 shares; 2024Q4: 31,660 shares; 2025Q1: 31,220 shares; 2025Q2: 30,293 shares; 2025Q3: 29,771 shares; 2025Q4: 29,340 shares; 2026Q1: 29,560 shares; 2026Q2: 118,272 shares 118,272 $14.7M 3.25% +88,712 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: 103,932 shares; 2024Q4: 102,000 shares; 2025Q1: 102,833 shares; 2025Q2: 108,141 shares; 2025Q3: 111,978 shares; 2025Q4: 114,313 shares; 2026Q1: 131,630 shares; 2026Q2: 133,036 shares 133,036 $14.1M 3.13% +1,406 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: 95,158 shares; 2024Q4: 285,175 shares; 2025Q1: 281,267 shares; 2025Q2: 275,225 shares; 2025Q3: 380,793 shares; 2025Q4: 380,554 shares; 2026Q1: 379,628 shares; 2026Q2: 371,674 shares 371,674 $13.7M 3.03% -7,954 Timeline SCHX 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: 123,828 shares; 2024Q4: 358,554 shares; 2025Q1: 342,365 shares; 2025Q2: 382,262 shares; 2025Q3: 478,476 shares; 2025Q4: 445,522 shares; 2026Q1: 440,537 shares; 2026Q2: 435,333 shares 435,333 $12.8M 2.83% -5,204 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: 108,495 shares; 2024Q4: 217,659 shares; 2025Q1: 221,206 shares; 2025Q2: 216,428 shares; 2025Q3: 327,785 shares; 2025Q4: 327,017 shares; 2026Q1: 340,474 shares; 2026Q2: 332,664 shares 332,664 $12M 2.66% -7,810 Timeline SCHE 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: 299,919 shares; 2024Q4: 302,885 shares; 2025Q1: 318,459 shares; 2025Q2: 290,844 shares; 2025Q3: 334,392 shares; 2025Q4: 328,061 shares; 2026Q1: 334,074 shares; 2026Q2: 328,242 shares 328,242 $11.9M 2.63% -5,832 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,077 shares; 2024Q4: 317,821 shares; 2025Q1: 247,875 shares; 2025Q2: 177,974 shares; 2025Q3: 154,236 shares; 2025Q4: 148,566 shares; 2026Q1: 139,741 shares; 2026Q2: 134,949 shares 134,949 $11.1M 2.45% -4,792 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: 9,658 shares; 2024Q4: 9,606 shares; 2025Q1: 9,169 shares; 2025Q2: 8,967 shares; 2025Q3: 11,333 shares; 2025Q4: 11,319 shares; 2026Q1: 12,217 shares; 2026Q2: 12,704 shares 12,704 $9.51M 2.1% +487 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,619 shares; 2024Q4: 232,530 shares; 2025Q1: 207,187 shares; 2025Q2: 198,264 shares; 2025Q3: 215,995 shares; 2025Q4: 199,582 shares; 2026Q1: 271,819 shares; 2026Q2: 270,744 shares 270,744 $9.42M 2.08% -1,075 Timeline SCHC 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: 184,936 shares; 2024Q4: 189,249 shares; 2025Q1: 190,972 shares; 2025Q2: 175,977 shares; 2025Q3: 182,236 shares; 2025Q4: 176,574 shares; 2026Q1: 174,448 shares; 2026Q2: 170,742 shares 170,742 $8.22M 1.82% -3,706 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: 29,559 shares; 2024Q4: 29,524 shares; 2025Q1: 29,092 shares; 2025Q2: 28,923 shares; 2025Q3: 28,708 shares; 2025Q4: 28,583 shares; 2026Q1: 28,477 shares; 2026Q2: 28,171 shares 28,171 $6.83M 1.51% -306 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: 12,643 shares; 2024Q4: 12,967 shares; 2025Q1: 12,826 shares; 2025Q2: 18,647 shares; 2025Q3: 19,138 shares; 2025Q4: 19,292 shares; 2026Q1: 21,213 shares; 2026Q2: 21,466 shares 21,466 $6.51M 1.44% +253 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,653 shares; 2024Q4: 109,970 shares; 2025Q1: 103,778 shares; 2025Q2: 109,942 shares; 2025Q3: 105,872 shares; 2025Q4: 96,452 shares; 2026Q1: 157,585 shares; 2026Q2: 162,537 shares 162,537 $5.5M 1.22% +4,952 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,803 shares; 2024Q4: 46,233 shares; 2025Q1: 45,571 shares; 2025Q2: 43,555 shares; 2025Q3: 42,840 shares; 2025Q4: 39,952 shares; 2026Q1: 39,160 shares; 2026Q2: 39,027 shares 39,027 $4.05M 0.89% -133 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,735 shares; 2024Q4: 41,052 shares; 2025Q1: 31,930 shares; 2025Q2: 31,642 shares; 2025Q3: 31,181 shares; 2025Q4: 32,801 shares; 2026Q1: 34,439 shares; 2026Q2: 32,737 shares 32,737 $3.82M 0.84% -1,702 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,907 shares; 2024Q4: 35,697 shares; 2025Q1: 37,544 shares; 2025Q2: 36,164 shares; 2025Q3: 34,888 shares; 2025Q4: 33,376 shares; 2026Q1: 32,557 shares; 2026Q2: 32,117 shares 32,117 $3.76M 0.83% -440 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: 796 shares; 2024Q4: 767 shares; 2025Q1: 810 shares; 2025Q2: 1,310 shares; 2025Q3: 2,301 shares; 2025Q4: 1,984 shares; 2026Q1: 6,730 shares; 2026Q2: 41,388 shares 41,388 $3.57M 0.79% +34,658 Timeline BSV 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: 10,157 shares; 2024Q4: 11,550 shares; 2025Q1: 8,828 shares; 2025Q2: 6,605 shares; 2025Q3: 46,826 shares; 2025Q4: 43,680 shares; 2026Q1: 42,382 shares; 2026Q2: 45,114 shares 45,114 $3.51M 0.78% +2,732 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: 10,483 shares; 2024Q4: 10,180 shares; 2025Q1: 10,291 shares; 2025Q2: 9,940 shares; 2025Q3: 9,968 shares; 2025Q4: 9,637 shares; 2026Q1: 11,670 shares; 2026Q2: 12,042 shares 12,042 $3.48M 0.77% +372 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,128 shares; 2024Q4: 35,978 shares; 2025Q1: 35,970 shares; 2025Q2: 36,400 shares; 2025Q3: 36,758 shares; 2025Q4: 36,080 shares; 2026Q1: 35,698 shares; 2026Q2: 34,967 shares 34,967 $3.38M 0.75% -731 Timeline MGC 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: 13,934 shares; 2024Q4: 13,565 shares; 2025Q1: 14,565 shares; 2025Q2: 13,565 shares; 2025Q3: 13,563 shares; 2025Q4: 13,563 shares; 2026Q1: 12,230 shares; 2026Q2: 12,230 shares 12,230 $3.35M 0.74% 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: 37,738 shares; 2024Q4: 37,784 shares; 2025Q1: 35,092 shares; 2025Q2: 37,419 shares; 2025Q3: 54,711 shares; 2025Q4: 51,522 shares; 2026Q1: 50,821 shares; 2026Q2: 53,918 shares 53,918 $3.22M 0.71% +3,097 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: 2,375 shares; 2024Q4: 1,988 shares; 2025Q1: 2,533 shares; 2025Q2: 1,996 shares; 2025Q3: 1,827 shares; 2025Q4: 1,628 shares; 2026Q1: 2,696 shares; 2026Q2: 4,533 shares 4,533 $3.11M 0.69% +1,837 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: 3,859 shares; 2024Q4: 3,656 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares; 2026Q1: 28,369 shares; 2026Q2: 31,199 shares 31,199 $3.01M 0.67% +2,830 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,398 shares; 2024Q4: 7,398 shares; 2025Q1: 7,372 shares; 2025Q2: 7,331 shares; 2025Q3: 7,291 shares; 2025Q4: 7,224 shares; 2026Q1: 7,179 shares; 2026Q2: 7,074 shares 7,074 $2.9M 0.64% -105 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: 11,596 shares; 2024Q4: 11,900 shares; 2025Q1: 10,860 shares; 2025Q2: 10,289 shares; 2025Q3: 162,024 shares; 2025Q4: 140,202 shares; 2026Q1: 118,780 shares; 2026Q2: 115,591 shares 115,591 $2.74M 0.61% -3,189 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: 5,296 shares; 2024Q4: 5,334 shares; 2025Q1: 5,679 shares; 2025Q2: 4,936 shares; 2025Q3: 8,190 shares; 2025Q4: 6,675 shares; 2026Q1: 11,308 shares; 2026Q2: 10,707 shares 10,707 $2.6M 0.58% -601 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: 3,396 shares; 2024Q4: 3,410 shares; 2025Q1: 3,262 shares; 2025Q2: 3,223 shares; 2025Q3: 3,251 shares; 2025Q4: 3,408 shares; 2026Q1: 3,355 shares; 2026Q2: 3,347 shares 3,347 $2.5M 0.55% -8 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,910 shares; 2024Q4: 6,910 shares; 2025Q1: 6,910 shares; 2025Q2: 7,192 shares; 2025Q3: 7,192 shares; 2025Q4: 7,191 shares; 2026Q1: 7,191 shares; 2026Q2: 7,951 shares 7,951 $2.39M 0.53% +760 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: 15,461 shares; 2024Q4: 15,276 shares; 2025Q1: 14,437 shares; 2025Q2: 13,649 shares; 2025Q3: 24,673 shares; 2025Q4: 24,479 shares; 2026Q1: 24,613 shares; 2026Q2: 32,045 shares 32,045 $2.28M 0.5% +7,432 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: 8,637 shares; 2024Q4: 9,405 shares; 2025Q1: 13,391 shares; 2025Q2: 15,247 shares; 2025Q3: 6,938 shares; 2025Q4: 7,982 shares; 2026Q1: 10,304 shares; 2026Q2: 10,675 shares 10,675 $2.14M 0.47% +371 Timeline SCHO 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: 5,145 shares; 2024Q4: 14,361 shares; 2025Q1: 14,424 shares; 2025Q2: 14,479 shares; 2025Q3: 101,303 shares; 2025Q4: 93,919 shares; 2026Q1: 84,422 shares; 2026Q2: 82,769 shares 82,769 $2M 0.44% -1,653 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,118 shares; 2025Q4: 84,069 shares; 2026Q1: 83,313 shares; 2026Q2: 79,747 shares 79,747 $1.97M 0.43% -3,566 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,584 shares 5,584 $1.91M 0.42% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,516 shares; 2025Q4: 2,526 shares; 2026Q1: 8,068 shares; 2026Q2: 8,438 shares 8,438 $1.84M 0.41% +370 Timeline BIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,336 shares; 2026Q2: 19,859 shares 19,859 $1.82M 0.4% +9,523 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,917 shares; 2025Q4: 56,351 shares; 2026Q1: 54,995 shares; 2026Q2: 54,228 shares 54,228 $1.69M 0.37% -767 Timeline SHYG 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: 49,764 shares; 2025Q4: 43,615 shares; 2026Q1: 40,022 shares; 2026Q2: 39,652 shares 39,652 $1.68M 0.37% -370 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,402 shares; 2024Q4: 28,943 shares; 2025Q1: 29,032 shares; 2025Q2: 24,850 shares; 2025Q3: 24,255 shares; 2025Q4: 22,853 shares; 2026Q1: 21,528 shares; 2026Q2: 21,119 shares 21,119 $1.59M 0.35% -409 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,744 shares; 2025Q4: 30,383 shares; 2026Q1: 30,491 shares; 2026Q2: 30,218 shares 30,218 $1.59M 0.35% -273 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: 5,029 shares; 2024Q4: 4,504 shares; 2025Q1: 4,569 shares; 2025Q2: 3,242 shares; 2025Q3: 3,273 shares; 2025Q4: 3,440 shares; 2026Q1: 4,073 shares; 2026Q2: 4,182 shares 4,182 $1.56M 0.34% +109 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: 1,317 shares; 2024Q4: 1,421 shares; 2025Q1: 1,509 shares; 2025Q2: 1,375 shares; 2025Q3: 2,233 shares; 2025Q4: 2,300 shares; 2026Q1: 3,095 shares; 2026Q2: 4,325 shares 4,325 $1.55M 0.34% +1,230 Timeline VBK 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: not reported; 2026Q1: 3,965 shares; 2026Q2: 4,217 shares 4,217 $1.54M 0.34% +252 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 reported; 2024Q4: not reported; 2025Q1: 2,333 shares; 2025Q2: not reported; 2025Q3: 1,859 shares; 2025Q4: 1,878 shares; 2026Q1: 9,326 shares; 2026Q2: 7,792 shares 7,792 $1.54M 0.34% -1,534 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,048 shares 34,048 $1.51M 0.33% new Timeline VOT 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: not reported; 2026Q1: 4,877 shares; 2026Q2: 4,898 shares 4,898 $1.5M 0.33% +21 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,164 shares; 2024Q4: 14,076 shares; 2025Q1: 14,628 shares; 2025Q2: 15,233 shares; 2025Q3: 15,233 shares; 2025Q4: 15,015 shares; 2026Q1: 14,959 shares; 2026Q2: 14,639 shares 14,639 $1.48M 0.33% -320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,893 shares 26,893 $1.48M 0.33% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,328 shares; 2024Q4: 21,904 shares; 2025Q1: 21,904 shares; 2025Q2: 21,904 shares; 2025Q3: 25,361 shares; 2025Q4: 31,452 shares; 2026Q1: 28,697 shares; 2026Q2: 27,443 shares 27,443 $1.45M 0.32% -1,254 Timeline SPDW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,483 shares; 2025Q4: 27,558 shares; 2026Q1: 27,674 shares; 2026Q2: 27,614 shares 27,614 $1.39M 0.31% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,661 shares; 2026Q1: 37,514 shares; 2026Q2: 47,298 shares 47,298 $1.37M 0.3% +9,784 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: 32,564 shares 32,564 $1.36M 0.3% new Timeline VT 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: 10,746 shares; 2024Q4: 10,889 shares; 2025Q1: 10,968 shares; 2025Q2: 10,206 shares; 2025Q3: 10,004 shares; 2025Q4: 10,141 shares; 2026Q1: 8,166 shares; 2026Q2: 8,360 shares 8,360 $1.31M 0.29% +194 Timeline RWO 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: 19,466 shares; 2024Q4: 19,870 shares; 2025Q1: 20,643 shares; 2025Q2: 21,733 shares; 2025Q3: 25,237 shares; 2025Q4: 26,747 shares; 2026Q1: 25,994 shares; 2026Q2: 26,089 shares 26,089 $1.3M 0.29% +95 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: 933 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 2,946 shares; 2025Q4: 3,053 shares; 2026Q1: 1,687 shares; 2026Q2: 1,698 shares 1,698 $1.25M 0.28% +11 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: 1,226 shares; 2024Q4: 1,198 shares; 2025Q1: 1,542 shares; 2025Q2: 1,466 shares; 2025Q3: 1,384 shares; 2025Q4: 2,087 shares; 2026Q1: 2,346 shares; 2026Q2: 2,377 shares 2,377 $1.19M 0.26% +31 Timeline IVLU 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: 36,412 shares; 2025Q4: 32,971 shares; 2026Q1: 30,420 shares; 2026Q2: 28,320 shares 28,320 $1.18M 0.26% -2,100 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,847 shares; 2025Q4: 31,677 shares; 2026Q1: 30,892 shares; 2026Q2: 30,892 shares 30,892 $1.18M 0.26% 0 Timeline STIP 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: 13,789 shares; 2025Q4: 12,934 shares; 2026Q1: 11,393 shares; 2026Q2: 11,358 shares 11,358 $1.16M 0.26% -35 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: 10,348 shares; 2024Q4: 10,371 shares; 2025Q1: 12,257 shares; 2025Q2: 10,420 shares; 2025Q3: 10,430 shares; 2025Q4: 10,448 shares; 2026Q1: 10,452 shares; 2026Q2: 21,043 shares 21,043 $1.14M 0.25% +10,591 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: 1,344 shares; 2024Q4: 1,687 shares; 2025Q1: 1,671 shares; 2025Q2: 1,574 shares; 2025Q3: 1,971 shares; 2025Q4: 2,276 shares; 2026Q1: 2,947 shares; 2026Q2: 2,954 shares 2,954 $1.12M 0.25% +7 Timeline IWP 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: 7,354 shares; 2026Q2: 7,303 shares 7,303 $1.07M 0.24% -51 Timeline FLOT 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: 25,492 shares; 2025Q4: 23,673 shares; 2026Q1: 21,061 shares; 2026Q2: 20,940 shares 20,940 $1.07M 0.24% -121 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 6,851 shares; 2026Q2: 6,856 shares 6,856 $1.05M 0.23% +5 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,970 shares; 2024Q4: 2,834 shares; 2025Q1: 2,754 shares; 2025Q2: 2,687 shares; 2025Q3: 2,683 shares; 2025Q4: 2,538 shares; 2026Q1: 2,558 shares; 2026Q2: 2,523 shares 2,523 $1.05M 0.23% -35 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: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,921 shares; 2025Q3: 4,459 shares; 2025Q4: 5,136 shares; 2026Q1: 6,406 shares; 2026Q2: 7,243 shares 7,243 $996K 0.22% +837 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL 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: 5,371 shares; 2026Q2: 5,332 shares 5,332 $987K 0.22% -39 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: 2,256 shares; 2024Q4: 1,758 shares; 2025Q1: 1,648 shares; 2025Q2: 1,519 shares; 2025Q3: 1,582 shares; 2025Q4: 2,364 shares; 2026Q1: 3,539 shares; 2026Q2: 4,135 shares 4,135 $986K 0.22% +596 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,791 shares; 2025Q4: 15,172 shares; 2026Q1: 14,600 shares; 2026Q2: 14,484 shares 14,484 $979K 0.22% -116 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,041 shares; 2025Q4: 11,160 shares; 2026Q1: 10,690 shares; 2026Q2: 18,695 shares 18,695 $946K 0.21% +8,005 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,516 shares; 2025Q4: 30,227 shares; 2026Q1: 31,870 shares; 2026Q2: 29,657 shares 29,657 $940K 0.21% -2,213 Timeline IXUS 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: 3,875 shares; 2026Q2: 9,685 shares 9,685 $924K 0.2% +5,810 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: 1,243 shares; 2025Q4: 1,070 shares; 2026Q1: 895 shares; 2026Q2: 798 shares 798 $921K 0.2% -97 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: 1,921 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,170 shares 8,170 $879K 0.19% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,843 shares; 2026Q2: 5,864 shares 5,864 $866K 0.19% +21 Timeline SUB 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: 8,009 shares 8,009 $853K 0.19% new Timeline IMCV 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: 10,053 shares; 2025Q4: 9,638 shares; 2026Q1: 9,292 shares; 2026Q2: 9,209 shares 9,209 $841K 0.19% -83 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,397 shares; 2026Q1: 9,919 shares; 2026Q2: 17,762 shares 17,762 $834K 0.18% +7,843 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: 2,493 shares; 2024Q4: 2,531 shares; 2025Q1: 2,471 shares; 2025Q2: 2,158 shares; 2025Q3: 2,193 shares; 2025Q4: 2,296 shares; 2026Q1: 2,458 shares; 2026Q2: 2,526 shares 2,526 $827K 0.18% +68 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,373 shares; 2025Q4: 22,298 shares; 2026Q1: 21,026 shares; 2026Q2: 20,801 shares 20,801 $825K 0.18% -225 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,309 shares; 2024Q4: 4,309 shares; 2025Q1: 4,116 shares; 2025Q2: 4,116 shares; 2025Q3: 4,116 shares; 2025Q4: 4,116 shares; 2026Q1: 4,116 shares; 2026Q2: 4,116 shares 4,116 $823K 0.18% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,198 shares; 2025Q4: 9,178 shares; 2026Q1: 9,039 shares; 2026Q2: 8,642 shares 8,642 $816K 0.18% -397 Timeline AVES 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: 13,741 shares; 2025Q4: 12,362 shares; 2026Q1: 12,438 shares; 2026Q2: 12,190 shares 12,190 $800K 0.18% -248 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,750 shares; 2024Q4: 12,534 shares; 2025Q1: 12,534 shares; 2025Q2: 12,534 shares; 2025Q3: 12,534 shares; 2025Q4: 11,316 shares; 2026Q1: 11,247 shares; 2026Q2: 11,247 shares 11,247 $769K 0.17% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,943 shares; 2024Q4: 5,943 shares; 2025Q1: 5,943 shares; 2025Q2: 7,249 shares; 2025Q3: 7,250 shares; 2025Q4: 6,837 shares; 2026Q1: 6,837 shares; 2026Q2: 6,837 shares 6,837 $754K 0.17% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,644 shares; 2025Q4: 778 shares; 2026Q1: 3,428 shares; 2026Q2: 1,792 shares 1,792 $754K 0.17% -1,636 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: 6,729 shares; 2024Q4: 6,729 shares; 2025Q1: 6,729 shares; 2025Q2: 6,729 shares; 2025Q3: 7,237 shares; 2025Q4: 7,237 shares; 2026Q1: 7,237 shares; 2026Q2: 7,237 shares 7,237 $752K 0.17% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,129 shares; 2024Q4: 1,161 shares; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: 1,306 shares; 2025Q4: 1,408 shares; 2026Q1: 1,705 shares; 2026Q2: 1,144 shares 1,144 $750K 0.17% -561 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: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $749K 0.17% new Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,902 shares; 2025Q4: 15,381 shares; 2026Q1: 14,316 shares; 2026Q2: 15,122 shares 15,122 $734K 0.16% +806 Timeline GWX 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: 19,360 shares; 2024Q4: 18,960 shares; 2025Q1: 18,660 shares; 2025Q2: 18,359 shares; 2025Q3: 17,899 shares; 2025Q4: 16,643 shares; 2026Q1: 16,643 shares; 2026Q2: 16,643 shares 16,643 $728K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,658 shares; 2025Q4: 10,278 shares; 2026Q1: 11,259 shares; 2026Q2: 11,278 shares 11,278 $686K 0.15% +19 Timeline IWO 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: 1,727 shares; 2026Q2: 1,727 shares 1,727 $680K 0.15% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 616 shares; 2025Q1: 617 shares; 2025Q2: 618 shares; 2025Q3: 641 shares; 2025Q4: 705 shares; 2026Q1: 859 shares; 2026Q2: 889 shares 889 $678K 0.15% +30 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,121 shares 1,121 $651K 0.14% new 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: 9,512 shares; 2024Q4: 9,158 shares; 2025Q1: 9,911 shares; 2025Q2: 5,626 shares; 2025Q3: 7,678 shares; 2025Q4: 5,090 shares; 2026Q1: 5,291 shares; 2026Q2: 12,813 shares 12,813 $648K 0.14% +7,522 Timeline IAGG 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: 15,191 shares; 2025Q4: 15,580 shares; 2026Q1: 14,424 shares; 2026Q2: 12,617 shares 12,617 $638K 0.14% -1,807 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,932 shares; 2025Q4: 1,740 shares; 2026Q1: 1,465 shares; 2026Q2: 1,470 shares 1,470 $637K 0.14% +5 Timeline ISHG 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: 9,563 shares; 2025Q4: 9,178 shares; 2026Q1: 8,777 shares; 2026Q2: 8,575 shares 8,575 $637K 0.14% -202 Timeline IUSB 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: 5,308 shares; 2025Q4: 7,532 shares; 2026Q1: 10,636 shares; 2026Q2: 13,570 shares 13,570 $626K 0.14% +2,934 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195 shares; 2026Q1: 206 shares; 2026Q2: 2,075 shares 2,075 $626K 0.14% +1,869 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 16,320 shares; 2025Q4: 17,089 shares; 2026Q1: 16,028 shares; 2026Q2: 15,513 shares 15,513 $621K 0.14% -515 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: 6,484 shares; 2025Q4: 6,371 shares; 2026Q1: 6,202 shares; 2026Q2: 5,996 shares 5,996 $613K 0.14% -206 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE 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: 8,706 shares; 2025Q4: 8,388 shares; 2026Q1: 7,903 shares; 2026Q2: 7,802 shares 7,802 $607K 0.13% -101 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,207 shares 16,207 $604K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,948 shares 2,948 $589K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,100 shares 6,100 $589K 0.13% new 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: not reported; 2024Q4: 4,209 shares; 2025Q1: 6,484 shares; 2025Q2: 6,208 shares; 2025Q3: 6,105 shares; 2025Q4: 10,447 shares; 2026Q1: 9,843 shares; 2026Q2: 9,664 shares 9,664 $584K 0.13% -179 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,844 shares 10,844 $578K 0.13% new 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: 3,887 shares; 2024Q4: 5,404 shares; 2025Q1: 5,594 shares; 2025Q2: 5,823 shares; 2025Q3: 6,159 shares; 2025Q4: 7,215 shares; 2026Q1: 7,413 shares; 2026Q2: 7,784 shares 7,784 $571K 0.13% +371 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: not reported; 2025Q3: 3,878 shares; 2025Q4: 4,528 shares; 2026Q1: 5,202 shares; 2026Q2: 4,811 shares 4,811 $565K 0.12% -391 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,396 shares 16,396 $560K 0.12% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,352 shares; 2025Q4: 24,693 shares; 2026Q1: 21,213 shares; 2026Q2: 21,096 shares 21,096 $559K 0.12% -117 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: 536 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares; 2025Q4: 442 shares; 2026Q1: 468 shares; 2026Q2: 517 shares 517 $551K 0.12% +49 Timeline PSI 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: not reported; 2026Q2: 2,925 shares 2,925 $549K 0.12% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III 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: 26,958 shares; 2025Q4: 26,958 shares; 2026Q1: 26,958 shares; 2026Q2: 26,958 shares 26,958 $520K 0.11% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 694 shares; 2025Q2: 690 shares; 2025Q3: 701 shares; 2025Q4: 701 shares; 2026Q1: 701 shares; 2026Q2: 693 shares 693 $487K 0.11% -8 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: 423 shares; 2024Q4: 461 shares; 2025Q1: 423 shares; 2025Q2: 398 shares; 2025Q3: 663 shares; 2025Q4: 760 shares; 2026Q1: 768 shares; 2026Q2: 847 shares 847 $477K 0.11% +79 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 2,920 shares; 2025Q4: 2,934 shares; 2026Q1: 2,612 shares; 2026Q2: 2,582 shares 2,582 $468K 0.1% -30 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: 4,108 shares; 2024Q4: 4,271 shares; 2025Q1: 3,632 shares; 2025Q2: 3,634 shares; 2025Q3: 3,619 shares; 2025Q4: 3,566 shares; 2026Q1: 3,222 shares; 2026Q2: 3,185 shares 3,185 $467K 0.1% -37 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: 1,733 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,613 shares; 2025Q3: 1,652 shares; 2025Q4: 1,776 shares; 2026Q1: 1,939 shares; 2026Q2: 1,636 shares 1,636 $460K 0.1% -303 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 624 shares; 2026Q2: 632 shares 632 $457K 0.1% +8 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,547 shares; 2024Q4: 3,547 shares; 2025Q1: 3,547 shares; 2025Q2: 3,547 shares; 2025Q3: 4,481 shares; 2025Q4: 4,231 shares; 2026Q1: 4,254 shares; 2026Q2: 4,031 shares 4,031 $456K 0.1% -223 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 3,867 shares; 2026Q2: 3,883 shares 3,883 $456K 0.1% +16 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 630 shares; 2025Q4: 790 shares; 2026Q1: 709 shares; 2026Q2: 704 shares 704 $453K 0.1% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,926 shares; 2026Q1: 2,415 shares; 2026Q2: 1,983 shares 1,983 $450K 0.1% -432 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A 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: 6,463 shares; 2026Q1: 4,885 shares; 2026Q2: 4,927 shares 4,927 $447K 0.1% +42 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 4,344 shares 4,344 $440K 0.1% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,667 shares; 2025Q4: 6,397 shares; 2026Q1: 6,591 shares; 2026Q2: 6,274 shares 6,274 $427K 0.09% -317 Timeline JBL JABIL INC More: the full row for JABIL 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: 1,560 shares; 2026Q1: 1,544 shares; 2026Q2: 1,104 shares 1,104 $426K 0.09% -440 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,549 shares; 2024Q4: 2,816 shares; 2025Q1: 2,756 shares; 2025Q2: 2,817 shares; 2025Q3: 2,763 shares; 2025Q4: 2,783 shares; 2026Q1: 2,783 shares; 2026Q2: 2,704 shares 2,704 $424K 0.09% -79 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 2,196 shares; 2025Q4: 2,779 shares; 2026Q1: 2,739 shares; 2026Q2: 2,430 shares 2,430 $422K 0.09% -309 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: 2,465 shares; 2025Q1: 2,598 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,262 shares; 2026Q1: 3,343 shares; 2026Q2: 3,727 shares 3,727 $422K 0.09% +384 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 733 shares; 2026Q2: 749 shares 749 $420K 0.09% +16 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,594 shares; 2026Q2: 1,586 shares 1,586 $406K 0.09% -8 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,934 shares; 2026Q2: 2,937 shares 2,937 $401K 0.09% +3 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 2,169 shares; 2025Q4: 2,736 shares; 2026Q1: 2,699 shares; 2026Q2: 2,676 shares 2,676 $397K 0.09% -23 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 164 shares; 2026Q2: 199 shares 199 $396K 0.09% +35 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,326 shares; 2026Q2: 2,830 shares 2,830 $386K 0.09% -496 Timeline EFG 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: 2,609 shares; 2026Q2: 3,103 shares 3,103 $386K 0.09% +494 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350 shares; 2024Q4: 2,535 shares; 2025Q1: 2,474 shares; 2025Q2: 2,235 shares; 2025Q3: 2,279 shares; 2025Q4: 3,237 shares; 2026Q1: 3,633 shares; 2026Q2: 2,850 shares 2,850 $386K 0.09% -783 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,316 shares; 2024Q4: 3,608 shares; 2025Q1: 3,614 shares; 2025Q2: 3,574 shares; 2025Q3: 3,311 shares; 2025Q4: 3,361 shares; 2026Q1: 2,912 shares; 2026Q2: 4,390 shares 4,390 $385K 0.09% +1,478 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,428 shares; 2025Q4: 1,300 shares; 2026Q1: 917 shares; 2026Q2: 913 shares 913 $380K 0.08% -4 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: 2,618 shares; 2024Q4: 2,518 shares; 2025Q1: 2,518 shares; 2025Q2: 2,518 shares; 2025Q3: 2,580 shares; 2025Q4: 2,518 shares; 2026Q1: 2,518 shares; 2026Q2: 2,521 shares 2,521 $374K 0.08% +3 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 506 shares; 2025Q4: 482 shares; 2026Q1: 482 shares; 2026Q2: 480 shares 480 $364K 0.08% -2 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: 2,007 shares; 2026Q1: 2,039 shares; 2026Q2: 2,014 shares 2,014 $355K 0.08% -25 Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 10,562 shares; 2025Q4: 13,487 shares; 2026Q1: 13,415 shares; 2026Q2: 13,314 shares 13,314 $351K 0.08% -101 Timeline HAUZ DBX ETF TR More: the full row for DBX 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: 17,718 shares; 2025Q4: 25,282 shares; 2026Q1: 15,828 shares; 2026Q2: 15,517 shares 15,517 $348K 0.08% -311 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 5,783 shares; 2025Q4: 7,469 shares; 2026Q1: 7,344 shares; 2026Q2: 7,279 shares 7,279 $346K 0.08% -65 Timeline MKSI MKS INC. More: the full row for MKS 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: 778 shares 778 $346K 0.08% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,746 shares; 2024Q4: 3,686 shares; 2025Q1: 3,686 shares; 2025Q2: 3,623 shares; 2025Q3: 3,560 shares; 2025Q4: 3,490 shares; 2026Q1: 3,490 shares; 2026Q2: 3,490 shares 3,490 $343K 0.08% 0 Timeline AGG 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: 3,433 shares 3,433 $340K 0.08% new Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,446 shares; 2026Q2: 3,446 shares 3,446 $340K 0.08% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 2,151 shares; 2025Q4: 2,649 shares; 2026Q1: 2,281 shares; 2026Q2: 2,322 shares 2,322 $339K 0.07% +41 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 877 shares; 2026Q2: 956 shares 956 $338K 0.07% +79 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 6,058 shares 6,058 $331K 0.07% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 1,366 shares; 2026Q2: 1,368 shares 1,368 $326K 0.07% +2 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN 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: 958 shares 958 $324K 0.07% new Timeline FLRN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,661 shares; 2025Q4: 10,482 shares; 2026Q1: 10,482 shares; 2026Q2: 10,482 shares 10,482 $323K 0.07% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 9,712 shares; 2026Q2: 9,637 shares 9,637 $321K 0.07% -75 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,672 shares; 2026Q2: 1,432 shares 1,432 $319K 0.07% -240 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 1,926 shares 1,926 $315K 0.07% 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: 216 shares; 2026Q1: 261 shares; 2026Q2: 262 shares 262 $314K 0.07% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309 shares; 2026Q2: 330 shares 330 $309K 0.07% +21 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 1,309 shares; 2026Q1: 1,291 shares; 2026Q2: 1,297 shares 1,297 $308K 0.07% +6 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 1,814 shares 1,814 $306K 0.07% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,312 shares; 2024Q4: 3,107 shares; 2025Q1: 2,718 shares; 2025Q2: 4,040 shares; 2025Q3: 4,506 shares; 2025Q4: 4,263 shares; 2026Q1: 1,876 shares; 2026Q2: 1,876 shares 1,876 $303K 0.07% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR 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: 3,498 shares 3,498 $302K 0.07% new Timeline PRXV PRAXIS FDS More: the full row for PRAXIS 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: 8,648 shares; 2026Q2: 8,656 shares 8,656 $302K 0.07% +8 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: not reported; 2026Q1: not reported; 2026Q2: 5,357 shares 5,357 $300K 0.07% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 520 shares; 2025Q4: 526 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $298K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,301 shares; 2026Q2: 3,301 shares 3,301 $294K 0.07% 0 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: 2,560 shares; 2024Q4: 2,260 shares; 2025Q1: not reported; 2025Q2: 2,938 shares; 2025Q3: 2,866 shares; 2025Q4: 2,443 shares; 2026Q1: 2,410 shares; 2026Q2: 2,356 shares 2,356 $286K 0.06% -54 Timeline BITO PROSHARES TR More: the full row for PROSHARES 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: 35,719 shares 35,719 $285K 0.06% new Timeline FOXA FOX CORP More: the full row for FOX 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: 4,392 shares; 2025Q4: 5,584 shares; 2026Q1: 5,487 shares; 2026Q2: 5,390 shares 5,390 $281K 0.06% -97 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 762 shares 762 $276K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,109 shares 2,109 $271K 0.06% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 689 shares; 2026Q1: 680 shares; 2026Q2: 675 shares 675 $271K 0.06% -5 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 17,627 shares; 2026Q2: 14,682 shares 14,682 $270K 0.06% -2,945 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 4,062 shares; 2026Q2: 4,671 shares 4,671 $267K 0.06% +609 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,895 shares 1,895 $265K 0.06% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 1,600 shares; 2026Q1: not reported; 2026Q2: 1,547 shares 1,547 $263K 0.06% new Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 4,954 shares 4,954 $261K 0.06% new Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,606 shares; 2025Q4: 8,473 shares; 2026Q1: 8,303 shares; 2026Q2: 8,215 shares 8,215 $259K 0.06% -88 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,030 shares; 2026Q1: 1,040 shares; 2026Q2: 1,023 shares 1,023 $257K 0.06% -17 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: not reported; 2026Q1: not reported; 2026Q2: 1,073 shares 1,073 $255K 0.06% 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $249K 0.06% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC 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: 519 shares 519 $248K 0.05% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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: 910 shares 910 $243K 0.05% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,290 shares; 2026Q2: 1,776 shares 1,776 $243K 0.05% +486 Timeline DGRO 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: 3,188 shares; 2026Q2: 3,188 shares 3,188 $242K 0.05% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,266 shares 1,266 $241K 0.05% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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: 5,420 shares 5,420 $241K 0.05% new 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: 735 shares; 2026Q2: 606 shares 606 $241K 0.05% -129 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,526 shares; 2024Q4: 7,966 shares; 2025Q1: 7,966 shares; 2025Q2: 3,209 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares; 2026Q1: 3,085 shares; 2026Q2: 2,870 shares 2,870 $240K 0.05% -215 Timeline TGT TARGET CORP More: the full row for TARGET 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: 1,824 shares 1,824 $238K 0.05% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,976 shares; 2025Q3: 8,729 shares; 2025Q4: 8,121 shares; 2026Q1: 8,205 shares; 2026Q2: 8,219 shares 8,219 $238K 0.05% +14 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 4,406 shares 4,406 $232K 0.05% new Timeline PRXG PRAXIS FDS More: the full row for PRAXIS 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: 9,292 shares; 2026Q2: 5,945 shares 5,945 $232K 0.05% -3,347 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 1,084 shares 1,084 $231K 0.05% new Timeline ESGU 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: 1,408 shares 1,408 $230K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167 shares; 2025Q4: not reported; 2026Q1: 2,970 shares; 2026Q2: 3,207 shares 3,207 $229K 0.05% +237 Timeline EWY 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: not reported; 2026Q2: 1,126 shares 1,126 $227K 0.05% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 2,875 shares; 2026Q2: 2,862 shares 2,862 $226K 0.05% -13 Timeline XLRE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,950 shares; 2026Q2: 5,101 shares 5,101 $225K 0.05% +151 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW 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: 8,905 shares 8,905 $221K 0.05% new Timeline M MACYS INC More: the full row for MACYS 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: 9,279 shares 9,279 $219K 0.05% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL 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: 3,666 shares 3,666 $218K 0.05% new Timeline VSS 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: 3,613 shares; 2024Q4: 2,560 shares; 2025Q1: 2,630 shares; 2025Q2: 1,593 shares; 2025Q3: 1,546 shares; 2025Q4: 1,531 shares; 2026Q1: 1,454 shares; 2026Q2: 1,393 shares 1,393 $215K 0.05% -61 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE 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: 36,659 shares; 2025Q4: 36,659 shares; 2026Q1: 36,659 shares; 2026Q2: 14,667 shares 14,667 $213K 0.05% -21,992 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 616 shares 616 $210K 0.05% new Timeline APPF APPFOLIO INC More: the full row for APPFOLIO 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: 1,309 shares 1,309 $210K 0.05% new Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S 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: 8,392 shares 8,392 $206K 0.05% new Timeline AVSC 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: 2,758 shares 2,758 $202K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 860 shares; 2025Q4: 1,720 shares; 2026Q1: not reported; 2026Q2: 1,720 shares 1,720 $202K 0.04% new Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 7,981 shares 7,981 $202K 0.04% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,149 shares 10,149 $140K 0.03% new Timeline