IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,181 shares; 2024Q4: 116,100 shares; 2025Q1: 125,542 shares; 2025Q2: 127,131 shares; 2025Q3: 127,876 shares; 2025Q4: 124,701 shares; 2026Q1: 130,125 shares; 2026Q2: 134,386 shares 134,386 $101M 27.99% +4,261 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: 388,502 shares; 2024Q4: 389,098 shares; 2025Q1: 386,706 shares; 2025Q2: 381,029 shares; 2025Q3: 384,476 shares; 2025Q4: 383,427 shares; 2026Q1: 397,428 shares; 2026Q2: 409,810 shares 409,810 $31.6M 8.79% +12,382 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: 35,752 shares; 2024Q4: 38,671 shares; 2025Q1: 40,572 shares; 2025Q2: 41,573 shares; 2025Q3: 43,028 shares; 2025Q4: 41,534 shares; 2026Q1: 44,460 shares; 2026Q2: 44,105 shares 44,105 $30.3M 8.42% -355 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: 67,445 shares; 2024Q4: 67,500 shares; 2025Q1: 67,467 shares; 2025Q2: 67,121 shares; 2025Q3: 67,297 shares; 2025Q4: 66,513 shares; 2026Q1: 65,870 shares; 2026Q2: 66,133 shares 66,133 $19.1M 5.32% +263 Timeline DFAW 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: 111,782 shares; 2024Q4: 121,970 shares; 2025Q1: 144,076 shares; 2025Q2: 155,007 shares; 2025Q3: 159,558 shares; 2025Q4: 158,740 shares; 2026Q1: 168,830 shares; 2026Q2: 175,702 shares 175,702 $14.5M 4.05% +6,872 Timeline JIRE 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: 44,470 shares; 2024Q4: 52,495 shares; 2025Q1: 69,258 shares; 2025Q2: 102,131 shares; 2025Q3: 114,955 shares; 2025Q4: 128,458 shares; 2026Q1: 150,823 shares; 2026Q2: 164,127 shares 164,127 $13.5M 3.77% +13,304 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: 99,524 shares; 2024Q4: 99,349 shares; 2025Q1: 91,715 shares; 2025Q2: 87,826 shares; 2025Q3: 88,907 shares; 2025Q4: 87,503 shares; 2026Q1: 88,305 shares; 2026Q2: 89,277 shares 89,277 $13.2M 3.68% +972 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,643 shares; 2025Q2: 187,793 shares; 2025Q3: 220,167 shares; 2025Q4: 245,645 shares; 2026Q1: 295,097 shares; 2026Q2: 325,035 shares 325,035 $13M 3.63% +29,938 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: 165,199 shares; 2024Q4: 161,107 shares; 2025Q1: 126,211 shares; 2025Q2: 113,629 shares; 2025Q3: 112,779 shares; 2025Q4: 110,803 shares; 2026Q1: 107,683 shares; 2026Q2: 141,488 shares 141,488 $11.7M 3.26% +33,805 Timeline IVOO 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: 72,659 shares; 2024Q4: 77,596 shares; 2025Q1: 77,735 shares; 2025Q2: 80,608 shares; 2025Q3: 83,910 shares; 2025Q4: 82,493 shares; 2026Q1: 85,291 shares; 2026Q2: 85,263 shares 85,263 $11.1M 3.09% -28 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: 32,129 shares; 2024Q4: 33,485 shares; 2025Q1: 32,566 shares; 2025Q2: 31,464 shares; 2025Q3: 30,778 shares; 2025Q4: 27,059 shares; 2026Q1: 32,106 shares; 2026Q2: 86,308 shares 86,308 $8.34M 2.32% +54,202 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,171 shares; 2025Q1: 73,411 shares; 2025Q2: 107,677 shares; 2025Q3: 123,021 shares; 2025Q4: 133,184 shares; 2026Q1: 148,453 shares; 2026Q2: 165,486 shares 165,486 $7.87M 2.19% +17,033 Timeline VIOO 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: 50,506 shares; 2024Q4: 50,584 shares; 2025Q1: 47,320 shares; 2025Q2: 46,248 shares; 2025Q3: 46,905 shares; 2025Q4: 45,693 shares; 2026Q1: 44,675 shares; 2026Q2: 44,096 shares 44,096 $6.06M 1.69% -579 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: 16,061 shares; 2025Q1: 94,026 shares; 2025Q2: 90,155 shares; 2025Q3: 92,138 shares; 2025Q4: 89,082 shares; 2026Q1: 103,445 shares; 2026Q2: 106,210 shares 106,210 $4.43M 1.23% +2,765 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: 22,700 shares 22,700 $4.32M 1.2% new 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: 43,230 shares 43,230 $4.28M 1.19% new 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: not reported; 2024Q4: 33,398 shares; 2025Q1: 35,907 shares; 2025Q2: 42,244 shares; 2025Q3: 41,228 shares; 2025Q4: 49,409 shares; 2026Q1: 81,148 shares; 2026Q2: 86,343 shares 86,343 $3.93M 1.09% +5,195 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: 10,118 shares; 2024Q4: 9,667 shares; 2025Q1: 8,649 shares; 2025Q2: 8,993 shares; 2025Q3: 9,329 shares; 2025Q4: 9,329 shares; 2026Q1: 9,949 shares; 2026Q2: 10,060 shares 10,060 $2.4M 0.67% +111 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: 7,687 shares; 2024Q4: 7,384 shares; 2025Q1: 7,365 shares; 2025Q2: 7,355 shares; 2025Q3: 7,340 shares; 2025Q4: 6,874 shares; 2026Q1: 6,834 shares; 2026Q2: 6,859 shares 6,859 $2.35M 0.65% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,060 shares 16,060 $2.21M 0.61% new 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: not reported; 2026Q1: not reported; 2026Q2: 9,709 shares 9,709 $2.2M 0.61% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,283 shares 27,283 $2.2M 0.61% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,812 shares; 2026Q2: 1,813 shares 1,813 $2.09M 0.58% +1 Timeline LQD 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: 18,675 shares 18,675 $2.04M 0.57% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 38,375 shares 38,375 $2.01M 0.56% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,013 shares; 2026Q2: 8,073 shares 8,073 $1.91M 0.53% +3,060 Timeline IGSB 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: 35,931 shares 35,931 $1.88M 0.52% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,315 shares; 2024Q4: 13,744 shares; 2025Q1: 8,657 shares; 2025Q2: 9,150 shares; 2025Q3: 9,320 shares; 2025Q4: 8,218 shares; 2026Q1: 8,246 shares; 2026Q2: 8,860 shares 8,860 $1.77M 0.49% +614 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,407 shares 7,407 $1.63M 0.45% new 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.42% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,942 shares; 2024Q4: 3,122 shares; 2025Q1: 3,085 shares; 2025Q2: 3,074 shares; 2025Q3: 2,987 shares; 2025Q4: 2,967 shares; 2026Q1: 2,967 shares; 2026Q2: 2,977 shares 2,977 $1.49M 0.41% +10 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,447 shares 29,447 $1.46M 0.41% 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: not reported; 2024Q4: 12,654 shares; 2025Q1: 12,733 shares; 2025Q2: 12,859 shares; 2025Q3: 12,985 shares; 2025Q4: 13,155 shares; 2026Q1: 19,635 shares; 2026Q2: 19,854 shares 19,854 $1.46M 0.41% +219 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: 22,099 shares; 2024Q4: 23,396 shares; 2025Q1: 23,911 shares; 2025Q2: 24,933 shares; 2025Q3: 25,127 shares; 2025Q4: 25,288 shares; 2026Q1: 31,653 shares; 2026Q2: 34,538 shares 34,538 $1.42M 0.4% +2,885 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,851 shares; 2024Q4: 2,820 shares; 2025Q1: 2,827 shares; 2025Q2: 2,834 shares; 2025Q3: 2,719 shares; 2025Q4: 2,727 shares; 2026Q1: 2,734 shares; 2026Q2: 2,740 shares 2,740 $1.42M 0.4% +6 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: 1,938 shares; 2024Q4: 2,147 shares; 2025Q1: 2,146 shares; 2025Q2: 2,183 shares; 2025Q3: 2,474 shares; 2025Q4: 2,308 shares; 2026Q1: 3,488 shares; 2026Q2: 3,504 shares 3,504 $1.31M 0.36% +16 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: 14,817 shares; 2024Q4: 14,817 shares; 2025Q1: 14,817 shares; 2025Q2: 14,817 shares; 2025Q3: 14,817 shares; 2025Q4: 14,817 shares; 2026Q1: 14,937 shares; 2026Q2: 14,937 shares 14,937 $1.28M 0.36% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 25,275 shares 25,275 $1.25M 0.35% new Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,048 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,895 shares; 2026Q1: 2,895 shares; 2026Q2: 2,895 shares 2,895 $1.23M 0.34% 0 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,872 shares; 2024Q4: 12,793 shares; 2025Q1: 12,668 shares; 2025Q2: 12,680 shares; 2025Q3: 11,904 shares; 2025Q4: 11,917 shares; 2026Q1: 11,929 shares; 2026Q2: 11,942 shares 11,942 $1.18M 0.33% +13 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,015 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $1.16M 0.32% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,559 shares 5,559 $1.03M 0.29% new Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,808 shares; 2026Q2: 11,749 shares 11,749 $956K 0.27% +7,941 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: 3,238 shares; 2024Q4: 3,238 shares; 2025Q1: 3,239 shares; 2025Q2: 3,239 shares; 2025Q3: 3,239 shares; 2025Q4: 3,239 shares; 2026Q1: 3,239 shares; 2026Q2: 3,240 shares 3,240 $881K 0.25% +1 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: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,131 shares; 2025Q3: 1,124 shares; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares; 2026Q2: 1,124 shares 1,124 $839K 0.23% 0 Timeline DMRC DIGIMARC CORP More: the full row for DIGIMARC 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: 99,693 shares 99,693 $819K 0.23% new Timeline XBI 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: not reported; 2026Q2: 4,992 shares 4,992 $790K 0.22% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,798 shares; 2024Q4: 8,662 shares; 2025Q1: 8,444 shares; 2025Q2: 8,392 shares; 2025Q3: 8,396 shares; 2025Q4: 8,341 shares; 2026Q1: 8,134 shares; 2026Q2: 8,053 shares 8,053 $777K 0.22% -81 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,160 shares; 2024Q4: 3,122 shares; 2025Q1: 3,144 shares; 2025Q2: 3,166 shares; 2025Q3: 3,187 shares; 2025Q4: 3,209 shares; 2026Q1: 3,231 shares; 2026Q2: 3,159 shares 3,159 $752K 0.21% -72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,166 shares 6,166 $749K 0.21% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,802 shares; 2024Q4: 5,712 shares; 2025Q1: 5,354 shares; 2025Q2: 5,379 shares; 2025Q3: 6,904 shares; 2025Q4: 7,038 shares; 2026Q1: 7,634 shares; 2026Q2: 7,620 shares 7,620 $735K 0.2% -14 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $705K 0.2% 0 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA 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: 8,600 shares; 2026Q2: 8,600 shares 8,600 $686K 0.19% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,235 shares; 2024Q4: 6,725 shares; 2025Q1: 6,439 shares; 2025Q2: 6,035 shares; 2025Q3: 5,674 shares; 2025Q4: 5,674 shares; 2026Q1: 5,512 shares; 2026Q2: 5,512 shares 5,512 $663K 0.18% 0 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: 785 shares; 2024Q4: 639 shares; 2025Q1: 1,096 shares; 2025Q2: 1,061 shares; 2025Q3: 909 shares; 2025Q4: 830 shares; 2026Q1: 878 shares; 2026Q2: 897 shares 897 $660K 0.18% +19 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: 1,435 shares; 2024Q4: 1,764 shares; 2025Q1: 1,822 shares; 2025Q2: 1,863 shares; 2025Q3: 1,938 shares; 2025Q4: 1,944 shares; 2026Q1: 1,835 shares; 2026Q2: 1,837 shares 1,837 $657K 0.18% +2 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,308 shares; 2025Q1: 1,310 shares; 2025Q2: 1,311 shares; 2025Q3: 1,493 shares; 2025Q4: 1,495 shares; 2026Q1: 1,494 shares; 2026Q2: 1,618 shares 1,618 $572K 0.16% +124 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: 2,759 shares; 2024Q4: 2,760 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 2,475 shares; 2026Q2: 2,475 shares 2,475 $539K 0.15% 0 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: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 692 shares; 2026Q1: 692 shares; 2026Q2: 692 shares 692 $524K 0.15% 0 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,133 shares; 2026Q2: 17,035 shares 17,035 $517K 0.14% +902 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,036 shares; 2024Q4: 2,012 shares; 2025Q1: 2,009 shares; 2025Q2: 2,012 shares; 2025Q3: 1,958 shares; 2025Q4: 1,878 shares; 2026Q1: 1,829 shares; 2026Q2: 2,035 shares 2,035 $517K 0.14% +206 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: 1,272 shares; 2024Q4: 1,317 shares; 2025Q1: 1,320 shares; 2025Q2: 1,493 shares; 2025Q3: 1,373 shares; 2025Q4: 1,377 shares; 2026Q1: 1,347 shares; 2026Q2: 1,348 shares 1,348 $509K 0.14% +1 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,392 shares 8,392 $424K 0.12% new 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: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,795 shares; 2026Q2: 1,672 shares 1,672 $412K 0.11% -123 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: not reported; 2025Q4: not reported; 2026Q1: 4,033 shares; 2026Q2: 5,775 shares 5,775 $393K 0.11% +1,742 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,375 shares 2,375 $377K 0.1% new 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: 597 shares; 2026Q1: 814 shares; 2026Q2: 815 shares 815 $302K 0.08% +1 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 1,164 shares; 2025Q4: not reported; 2026Q1: 1,170 shares; 2026Q2: 1,172 shares 1,172 $300K 0.08% +2 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: not reported; 2025Q1: not reported; 2025Q2: 406 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 383 shares 383 $292K 0.08% new 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: 939 shares 939 $284K 0.08% new 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: not reported; 2026Q2: 1,148 shares 1,148 $256K 0.07% new Timeline ATI ATI INC More: the full row for ATI 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: 1,284 shares 1,284 $253K 0.07% new 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: not reported; 2026Q1: not reported; 2026Q2: 833 shares 833 $251K 0.07% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES 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: 367 shares; 2025Q4: not reported; 2026Q1: 367 shares; 2026Q2: 367 shares 367 $245K 0.07% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $243K 0.07% 0 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: not reported; 2026Q1: not reported; 2026Q2: 4,554 shares 4,554 $235K 0.07% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $230K 0.06% 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: 753 shares; 2024Q4: 703 shares; 2025Q1: 688 shares; 2025Q2: 677 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: not reported; 2026Q2: 660 shares 660 $226K 0.06% new 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: 617 shares 617 $223K 0.06% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,336 shares 1,336 $220K 0.06% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,718 shares; 2025Q4: 3,718 shares; 2026Q1: not reported; 2026Q2: 3,757 shares 3,757 $219K 0.06% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 555 shares 555 $207K 0.06% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS 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: 11,218 shares 11,218 $64.3K 0.02% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 12,008 shares 12,008 $56.8K 0.02% new Timeline ABEV AMBEV SA More: the full row for AMBEV 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: 12,874 shares 12,874 $40.4K 0.01% new Timeline