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; 2024Q4: 668,432 shares; 2025Q1: 643,077 shares; 2025Q2: 722,717 shares; 2025Q3: 687,746 shares; 2025Q4: 678,784 shares; 2026Q1: 757,454 shares; 2026Q2: 785,237 shares; 2026Q3: 785,237 shares 785,237 $34.8M 10.99% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 336,559 shares; 2025Q1: 328,981 shares; 2025Q2: 351,786 shares; 2025Q3: 352,502 shares; 2025Q4: 351,609 shares; 2026Q1: 390,016 shares; 2026Q2: 405,762 shares; 2026Q3: 405,762 shares 405,762 $28.4M 8.94% 0 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; 2024Q4: 604,201 shares; 2025Q1: 607,618 shares; 2025Q2: 662,921 shares; 2025Q3: 655,820 shares; 2025Q4: 681,609 shares; 2026Q1: 683,724 shares; 2026Q2: 722,462 shares; 2026Q3: 722,462 shares 722,462 $26.9M 8.49% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 489,279 shares; 2025Q1: 503,199 shares; 2025Q2: 510,656 shares; 2025Q3: 524,208 shares; 2025Q4: 545,310 shares; 2026Q1: 541,634 shares; 2026Q2: 544,360 shares; 2026Q3: 544,360 shares 544,360 $22.1M 6.98% 0 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 472,342 shares; 2025Q1: 459,878 shares; 2025Q2: 510,972 shares; 2025Q3: 496,696 shares; 2025Q4: 505,547 shares; 2026Q1: 507,088 shares; 2026Q2: 505,917 shares; 2026Q3: 505,917 shares 505,917 $21.6M 6.81% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 319,390 shares; 2025Q1: 320,152 shares; 2025Q2: 309,086 shares; 2025Q3: 291,925 shares; 2025Q4: 322,161 shares; 2026Q1: 263,778 shares; 2026Q2: 243,861 shares; 2026Q3: 243,898 shares 243,898 $8.99M 2.83% +37 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,837 shares; 2025Q1: 82,472 shares; 2025Q2: 81,988 shares; 2025Q3: 81,960 shares; 2025Q4: 82,904 shares; 2026Q1: 69,786 shares; 2026Q2: 68,669 shares; 2026Q3: 68,669 shares 68,669 $7.49M 2.36% 0 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; 2024Q4: 274,556 shares; 2025Q1: 272,970 shares; 2025Q2: 272,751 shares; 2025Q3: 268,103 shares; 2025Q4: 270,936 shares; 2026Q1: 194,993 shares; 2026Q2: 178,929 shares; 2026Q3: 178,929 shares 178,929 $6.05M 1.91% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,952 shares; 2025Q1: 17,198 shares; 2025Q2: 15,601 shares; 2025Q3: 16,051 shares; 2025Q4: 21,217 shares; 2026Q1: 19,970 shares; 2026Q2: 19,970 shares; 2026Q3: 19,970 shares 19,970 $5.78M 1.82% 0 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; 2024Q4: 129,657 shares; 2025Q1: 132,026 shares; 2025Q2: 189,882 shares; 2025Q3: 190,393 shares; 2025Q4: 190,350 shares; 2026Q1: 174,184 shares; 2026Q2: 166,962 shares; 2026Q3: 166,962 shares 166,962 $4.84M 1.52% 0 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; 2024Q4: 192,868 shares; 2025Q1: 202,942 shares; 2025Q2: 197,599 shares; 2025Q3: 191,706 shares; 2025Q4: 204,168 shares; 2026Q1: 144,226 shares; 2026Q2: 128,796 shares; 2026Q3: 128,796 shares 128,796 $4.65M 1.47% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,479 shares; 2025Q1: 51,650 shares; 2025Q2: 51,726 shares; 2025Q3: 51,776 shares; 2025Q4: 54,670 shares; 2026Q1: 34,532 shares; 2026Q2: 31,516 shares; 2026Q3: 31,516 shares 31,516 $4.31M 1.36% 0 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; 2024Q4: 117,211 shares; 2025Q1: 109,380 shares; 2025Q2: 109,832 shares; 2025Q3: 88,505 shares; 2025Q4: 107,470 shares; 2026Q1: 73,932 shares; 2026Q2: 69,324 shares; 2026Q3: 69,345 shares 69,345 $3.75M 1.18% +21 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,868 shares; 2025Q1: 4,872 shares; 2025Q2: 4,845 shares; 2025Q3: 11,717 shares; 2025Q4: 11,761 shares; 2026Q1: 10,343 shares; 2026Q2: 8,962 shares; 2026Q3: 8,962 shares 8,962 $3.67M 1.16% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,891 shares; 2025Q1: 43,089 shares; 2025Q2: 47,785 shares; 2025Q3: 56,070 shares; 2025Q4: 51,468 shares; 2026Q1: 52,617 shares; 2026Q2: 46,382 shares; 2026Q3: 46,382 shares 46,382 $3.52M 1.11% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,833 shares; 2025Q1: 36,765 shares; 2025Q2: 36,422 shares; 2025Q3: 36,346 shares; 2025Q4: 36,868 shares; 2026Q1: 36,522 shares; 2026Q2: 35,527 shares; 2026Q3: 35,527 shares 35,527 $3.43M 1.08% 0 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; 2024Q4: not reported; 2025Q1: 11,788 shares; 2025Q2: 50,196 shares; 2025Q3: 53,745 shares; 2025Q4: 39,975 shares; 2026Q1: 29,485 shares; 2026Q2: 29,187 shares; 2026Q3: 29,187 shares 29,187 $3.42M 1.08% 0 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; 2024Q4: 188,395 shares; 2025Q1: 197,104 shares; 2025Q2: 199,425 shares; 2025Q3: 180,820 shares; 2025Q4: 193,443 shares; 2026Q1: 140,520 shares; 2026Q2: 120,931 shares; 2026Q3: 120,931 shares 120,931 $3.35M 1.06% 0 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; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 3 shares; 2025Q4: 1 shares; 2026Q1: 4 shares; 2026Q2: 4 shares; 2026Q3: 4 shares 4 $3M 0.94% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,181 shares; 2025Q1: 44,958 shares; 2025Q2: 45,015 shares; 2025Q3: 44,750 shares; 2025Q4: 49,713 shares; 2026Q1: 35,180 shares; 2026Q2: 36,145 shares; 2026Q3: 36,145 shares 36,145 $2.98M 0.94% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,686 shares; 2025Q1: 48,178 shares; 2025Q2: 48,817 shares; 2025Q3: 50,676 shares; 2025Q4: 53,056 shares; 2026Q1: 29,667 shares; 2026Q2: 29,688 shares; 2026Q3: 29,688 shares 29,688 $2.92M 0.92% 0 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; 2024Q4: 112,226 shares; 2025Q1: 111,041 shares; 2025Q2: 106,050 shares; 2025Q3: 128,168 shares; 2025Q4: 132,738 shares; 2026Q1: 110,481 shares; 2026Q2: 90,249 shares; 2026Q3: 90,249 shares 90,249 $2.86M 0.9% 0 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; 2024Q4: 6,135 shares; 2025Q1: 6,773 shares; 2025Q2: 6,301 shares; 2025Q3: 6,304 shares; 2025Q4: 6,854 shares; 2026Q1: 5,302 shares; 2026Q2: 5,302 shares; 2026Q3: 5,302 shares 5,302 $2.77M 0.87% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,442 shares; 2025Q1: 22,934 shares; 2025Q2: 21,453 shares; 2025Q3: 22,433 shares; 2025Q4: 25,342 shares; 2026Q1: 12,510 shares; 2026Q2: 11,232 shares; 2026Q3: 11,235 shares 11,235 $2.73M 0.86% +3 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; 2024Q4: 193,198 shares; 2025Q1: 194,035 shares; 2025Q2: 192,239 shares; 2025Q3: 192,293 shares; 2025Q4: 193,372 shares; 2026Q1: 99,954 shares; 2026Q2: 91,430 shares; 2026Q3: 91,430 shares 91,430 $2.69M 0.85% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,032 shares; 2025Q1: 34,380 shares; 2025Q2: 34,956 shares; 2025Q3: 35,010 shares; 2025Q4: 34,573 shares; 2026Q1: 28,106 shares; 2026Q2: 31,693 shares; 2026Q3: 31,693 shares 31,693 $2.6M 0.82% 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; 2024Q4: 3,048 shares; 2025Q1: 3,104 shares; 2025Q2: 2,571 shares; 2025Q3: 2,555 shares; 2025Q4: 4,032 shares; 2026Q1: 3,358 shares; 2026Q2: 3,358 shares; 2026Q3: 3,358 shares 3,358 $2.47M 0.78% 0 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; 2024Q4: 87,871 shares; 2025Q1: 87,398 shares; 2025Q2: 88,555 shares; 2025Q3: 87,809 shares; 2025Q4: 95,145 shares; 2026Q1: 73,995 shares; 2026Q2: 70,065 shares; 2026Q3: 70,065 shares 70,065 $2.44M 0.77% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,282 shares; 2025Q1: 47,671 shares; 2025Q2: 56,397 shares; 2025Q3: 56,425 shares; 2025Q4: 46,692 shares; 2026Q1: 46,683 shares; 2026Q2: 53,237 shares; 2026Q3: 53,237 shares 53,237 $2.4M 0.76% 0 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; 2024Q4: 68,235 shares; 2025Q1: 66,853 shares; 2025Q2: 99,563 shares; 2025Q3: 102,827 shares; 2025Q4: 101,140 shares; 2026Q1: 66,632 shares; 2026Q2: 65,011 shares; 2026Q3: 65,011 shares 65,011 $2.4M 0.76% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,285 shares; 2025Q1: 86,538 shares; 2025Q2: 71,370 shares; 2025Q3: 65,688 shares; 2025Q4: 76,307 shares; 2026Q1: 58,607 shares; 2026Q2: 50,664 shares; 2026Q3: 50,664 shares 50,664 $2.03M 0.64% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,527 shares; 2025Q1: 3,066 shares; 2025Q2: 2,869 shares; 2025Q3: 2,934 shares; 2025Q4: 3,106 shares; 2026Q1: 2,777 shares; 2026Q2: 2,721 shares; 2026Q3: 2,721 shares 2,721 $2.03M 0.64% 0 Timeline SPEM 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; 2024Q4: 41,594 shares; 2025Q1: 41,594 shares; 2025Q2: 41,594 shares; 2025Q3: 39,377 shares; 2025Q4: 41,832 shares; 2026Q1: 39,399 shares; 2026Q2: 38,711 shares; 2026Q3: 38,711 shares 38,711 $2M 0.63% 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; 2024Q4: not reported; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 2,218 shares; 2025Q4: 2,055 shares; 2026Q1: 5,361 shares; 2026Q2: 3,879 shares; 2026Q3: 3,879 shares 3,879 $1.94M 0.61% 0 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; 2024Q4: 53,877 shares; 2025Q1: 54,978 shares; 2025Q2: 52,383 shares; 2025Q3: 52,033 shares; 2025Q4: 53,836 shares; 2026Q1: 49,546 shares; 2026Q2: 48,347 shares; 2026Q3: 48,347 shares 48,347 $1.92M 0.61% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,354 shares; 2025Q1: 19,115 shares; 2025Q2: 21,062 shares; 2025Q3: 21,175 shares; 2025Q4: 18,447 shares; 2026Q1: 19,146 shares; 2026Q2: 18,681 shares; 2026Q3: 18,681 shares 18,681 $1.77M 0.56% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,162 shares; 2025Q1: 37,418 shares; 2025Q2: 33,792 shares; 2025Q3: 32,266 shares; 2025Q4: 31,098 shares; 2026Q1: 34,956 shares; 2026Q2: 37,745 shares; 2026Q3: 37,745 shares 37,745 $1.76M 0.56% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,363 shares; 2025Q1: 8,363 shares; 2025Q2: 8,363 shares; 2025Q3: 20,378 shares; 2025Q4: 20,506 shares; 2026Q1: 15,013 shares; 2026Q2: 10,841 shares; 2026Q3: 10,841 shares 10,841 $1.71M 0.54% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,088 shares; 2025Q1: 4,088 shares; 2025Q2: 4,538 shares; 2025Q3: 4,516 shares; 2025Q4: 4,103 shares; 2026Q1: 4,478 shares; 2026Q2: 13,297 shares; 2026Q3: 13,297 shares 13,297 $1.65M 0.52% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,995 shares; 2025Q1: 16,687 shares; 2025Q2: 16,611 shares; 2025Q3: 16,294 shares; 2025Q4: 17,995 shares; 2026Q1: 16,294 shares; 2026Q2: 16,294 shares; 2026Q3: 16,294 shares 16,294 $1.56M 0.49% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,287 shares; 2025Q1: 6,394 shares; 2025Q2: 6,139 shares; 2025Q3: 6,141 shares; 2025Q4: 6,497 shares; 2026Q1: 6,417 shares; 2026Q2: 6,463 shares; 2026Q3: 6,463 shares 6,463 $1.54M 0.49% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,182 shares; 2025Q1: 3,182 shares; 2025Q2: 2,283 shares; 2025Q3: 2,283 shares; 2025Q4: 3,071 shares; 2026Q1: 3,050 shares; 2026Q2: 4,359 shares; 2026Q3: 4,359 shares 4,359 $1.54M 0.49% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,495 shares; 2025Q1: 5,495 shares; 2025Q2: 5,379 shares; 2025Q3: 5,380 shares; 2025Q4: 5,427 shares; 2026Q1: 4,561 shares; 2026Q2: 4,461 shares; 2026Q3: 4,461 shares 4,461 $1.51M 0.48% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,459 shares; 2025Q1: 33,394 shares; 2025Q2: 23,530 shares; 2025Q3: 32,182 shares; 2025Q4: 33,830 shares; 2026Q1: 25,710 shares; 2026Q2: 28,925 shares; 2026Q3: 28,925 shares 28,925 $1.41M 0.45% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,670 shares; 2025Q1: 7,225 shares; 2025Q2: 6,987 shares; 2025Q3: 7,519 shares; 2025Q4: 6,514 shares; 2026Q1: 7,637 shares; 2026Q2: 6,769 shares; 2026Q3: 6,769 shares 6,769 $1.35M 0.43% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,127 shares; 2025Q1: 44,061 shares; 2025Q2: 48,083 shares; 2025Q3: 42,233 shares; 2025Q4: 44,754 shares; 2026Q1: 38,510 shares; 2026Q2: 33,172 shares; 2026Q3: 33,172 shares 33,172 $1.33M 0.42% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares; 2026Q1: 1,097 shares; 2026Q2: 1,097 shares; 2026Q3: 1,097 shares 1,097 $1.29M 0.41% 0 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; 2024Q4: 78,183 shares; 2025Q1: 50,612 shares; 2025Q2: 69,467 shares; 2025Q3: 59,647 shares; 2025Q4: 77,979 shares; 2026Q1: 34,601 shares; 2026Q2: 35,368 shares; 2026Q3: 35,368 shares 35,368 $1.28M 0.4% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,762 shares; 2025Q1: 23,480 shares; 2025Q2: 22,696 shares; 2025Q3: 22,971 shares; 2025Q4: 26,935 shares; 2026Q1: 22,802 shares; 2026Q2: 22,815 shares; 2026Q3: 22,815 shares 22,815 $1.28M 0.4% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,334 shares; 2025Q1: 5,337 shares; 2025Q2: 5,784 shares; 2025Q3: 8,576 shares; 2025Q4: 8,168 shares; 2026Q1: 6,955 shares; 2026Q2: 5,145 shares; 2026Q3: 5,145 shares 5,145 $1.25M 0.39% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,181 shares; 2025Q1: 4,262 shares; 2025Q2: 3,620 shares; 2025Q3: 3,511 shares; 2025Q4: 3,849 shares; 2026Q1: 3,342 shares; 2026Q2: 3,275 shares; 2026Q3: 3,275 shares 3,275 $1.22M 0.39% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,059 shares; 2025Q1: 1,109 shares; 2025Q2: 1,059 shares; 2025Q3: 5,226 shares; 2025Q4: 5,905 shares; 2026Q1: 4,991 shares; 2026Q2: 4,047 shares; 2026Q3: 4,047 shares 4,047 $1.22M 0.38% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,422 shares; 2025Q1: 4,358 shares; 2025Q2: 3,458 shares; 2025Q3: 3,458 shares; 2025Q4: 3,393 shares; 2026Q1: 3,324 shares; 2026Q2: 3,324 shares; 2026Q3: 3,324 shares 3,324 $1.19M 0.37% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,511 shares; 2025Q1: 4,578 shares; 2025Q2: 4,324 shares; 2025Q3: 4,556 shares; 2025Q4: 5,283 shares; 2026Q1: 4,649 shares; 2026Q2: 4,675 shares; 2026Q3: 4,675 shares 4,675 $1.19M 0.37% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,061 shares; 2025Q1: 10,958 shares; 2025Q2: 11,011 shares; 2025Q3: 13,509 shares; 2025Q4: 15,112 shares; 2026Q1: 13,012 shares; 2026Q2: 13,320 shares; 2026Q3: 13,320 shares 13,320 $1.14M 0.36% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,647 shares; 2025Q1: 11,571 shares; 2025Q2: 11,448 shares; 2025Q3: 11,475 shares; 2025Q4: 12,111 shares; 2026Q1: 10,875 shares; 2026Q2: 10,576 shares; 2026Q3: 10,576 shares 10,576 $1.09M 0.34% 0 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; 2024Q4: 10,299 shares; 2025Q1: 10,433 shares; 2025Q2: 10,511 shares; 2025Q3: 8,211 shares; 2025Q4: 9,429 shares; 2026Q1: 4,933 shares; 2026Q2: 4,503 shares; 2026Q3: 4,503 shares 4,503 $1.07M 0.34% 0 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; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 876 shares; 2025Q3: 891 shares; 2025Q4: 868 shares; 2026Q1: 916 shares; 2026Q2: 886 shares; 2026Q3: 886 shares 886 $1.06M 0.34% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,923 shares; 2025Q1: 6,491 shares; 2025Q2: 6,706 shares; 2025Q3: 8,853 shares; 2025Q4: 8,636 shares; 2026Q1: 9,116 shares; 2026Q2: 8,961 shares; 2026Q3: 8,961 shares 8,961 $1.01M 0.32% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 3,179 shares; 2025Q4: 3,073 shares; 2026Q1: 3,005 shares; 2026Q2: 2,672 shares; 2026Q3: 2,672 shares 2,672 $984K 0.31% 0 Timeline AVUV 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; 2024Q4: 3,193 shares; 2025Q1: 3,452 shares; 2025Q2: 7,135 shares; 2025Q3: 7,021 shares; 2025Q4: 3,981 shares; 2026Q1: 7,727 shares; 2026Q2: 7,660 shares; 2026Q3: 7,660 shares 7,660 $956K 0.3% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,749 shares; 2025Q1: 13,460 shares; 2025Q2: 13,172 shares; 2025Q3: 13,002 shares; 2025Q4: 13,819 shares; 2026Q1: 11,543 shares; 2026Q2: 11,141 shares; 2026Q3: 11,141 shares 11,141 $923K 0.29% 0 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; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,624 shares; 2025Q4: 2,812 shares; 2026Q1: 2,847 shares; 2026Q2: 2,768 shares; 2026Q3: 2,768 shares 2,768 $906K 0.29% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,944 shares; 2025Q1: 11,944 shares; 2025Q2: 11,848 shares; 2025Q3: 11,848 shares; 2025Q4: 11,944 shares; 2026Q1: 11,848 shares; 2026Q2: 11,848 shares; 2026Q3: 11,848 shares 11,848 $892K 0.28% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,943 shares; 2025Q3: 2,943 shares; 2025Q4: 2,943 shares; 2026Q1: 2,384 shares; 2026Q2: 2,384 shares; 2026Q3: 2,384 shares 2,384 $891K 0.28% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,555 shares; 2025Q2: 4,574 shares; 2025Q3: 4,596 shares; 2025Q4: 4,600 shares; 2026Q1: 4,740 shares; 2026Q2: 4,646 shares; 2026Q3: 4,646 shares 4,646 $859K 0.27% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,974 shares; 2025Q1: 13,974 shares; 2025Q2: 13,940 shares; 2025Q3: 13,940 shares; 2025Q4: 13,974 shares; 2026Q1: 13,308 shares; 2026Q2: 9,327 shares; 2026Q3: 9,327 shares 9,327 $847K 0.27% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,284 shares; 2025Q1: 3,288 shares; 2025Q2: 3,333 shares; 2025Q3: 3,336 shares; 2025Q4: 3,270 shares; 2026Q1: 4,850 shares; 2026Q2: 4,850 shares; 2026Q3: 4,850 shares 4,850 $797K 0.25% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,588 shares; 2025Q1: 6,660 shares; 2025Q2: 6,664 shares; 2025Q3: 6,384 shares; 2025Q4: 6,734 shares; 2026Q1: 5,570 shares; 2026Q2: 5,378 shares; 2026Q3: 5,378 shares 5,378 $794K 0.25% 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; 2024Q4: 11,785 shares; 2025Q1: 11,802 shares; 2025Q2: 11,814 shares; 2025Q3: 16,922 shares; 2025Q4: 16,973 shares; 2026Q1: 15,422 shares; 2026Q2: 13,301 shares; 2026Q3: 13,301 shares 13,301 $794K 0.25% 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; 2024Q4: 531 shares; 2025Q1: 1,946 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 2,025 shares; 2026Q1: 1,756 shares; 2026Q2: 1,783 shares; 2026Q3: 1,783 shares 1,783 $750K 0.24% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,707 shares; 2025Q4: 3,707 shares; 2026Q1: 2,125 shares; 2026Q2: 1,732 shares; 2026Q3: 1,732 shares 1,732 $739K 0.23% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,276 shares; 2025Q1: 5,314 shares; 2025Q2: 4,546 shares; 2025Q3: 4,564 shares; 2025Q4: 5,077 shares; 2026Q1: 3,937 shares; 2026Q2: 3,693 shares; 2026Q3: 3,693 shares 3,693 $730K 0.23% 0 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; 2024Q4: 6,837 shares; 2025Q1: 6,840 shares; 2025Q2: 7,574 shares; 2025Q3: 7,487 shares; 2025Q4: 7,533 shares; 2026Q1: 7,545 shares; 2026Q2: 7,465 shares; 2026Q3: 7,465 shares 7,465 $720K 0.23% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,179 shares; 2026Q2: 30,598 shares; 2026Q3: 30,598 shares 30,598 $700K 0.22% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,129 shares; 2025Q2: 22,535 shares; 2025Q3: 24,077 shares; 2025Q4: 6,065 shares; 2026Q1: 20,539 shares; 2026Q2: 20,900 shares; 2026Q3: 20,900 shares 20,900 $696K 0.22% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,239 shares; 2025Q1: 5,369 shares; 2025Q2: 5,224 shares; 2025Q3: 5,224 shares; 2025Q4: 5,898 shares; 2026Q1: 5,884 shares; 2026Q2: 5,885 shares; 2026Q3: 5,885 shares 5,885 $691K 0.22% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,409 shares; 2025Q1: 3,579 shares; 2025Q2: 2,879 shares; 2025Q3: 3,108 shares; 2025Q4: 5,296 shares; 2026Q1: 5,027 shares; 2026Q2: 5,102 shares; 2026Q3: 5,102 shares 5,102 $691K 0.22% 0 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; 2024Q4: 10,244 shares; 2025Q1: 6,065 shares; 2025Q2: 6,295 shares; 2025Q3: 6,305 shares; 2025Q4: 8,388 shares; 2026Q1: 4,560 shares; 2026Q2: 4,374 shares; 2026Q3: 4,374 shares 4,374 $686K 0.22% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,811 shares; 2025Q1: 1,711 shares; 2025Q2: 1,801 shares; 2025Q3: 1,801 shares; 2025Q4: 1,711 shares; 2026Q1: 1,787 shares; 2026Q2: 1,813 shares; 2026Q3: 1,813 shares 1,813 $685K 0.22% 0 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; 2024Q4: 18,284 shares; 2025Q1: 18,284 shares; 2025Q2: 18,284 shares; 2025Q3: 18,284 shares; 2025Q4: 18,284 shares; 2026Q1: 18,423 shares; 2026Q2: 17,621 shares; 2026Q3: 17,621 shares 17,621 $671K 0.21% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,454 shares; 2025Q1: 11,454 shares; 2025Q2: 11,454 shares; 2025Q3: 11,454 shares; 2025Q4: 11,454 shares; 2026Q1: 11,454 shares; 2026Q2: 11,454 shares; 2026Q3: 11,454 shares 11,454 $650K 0.21% 0 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,161 shares; 2025Q1: 12,161 shares; 2025Q2: 12,161 shares; 2025Q3: 12,161 shares; 2025Q4: 12,161 shares; 2026Q1: 12,161 shares; 2026Q2: 12,161 shares; 2026Q3: 12,161 shares 12,161 $641K 0.2% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,640 shares; 2026Q1: 4,640 shares; 2026Q2: 4,640 shares; 2026Q3: 4,640 shares 4,640 $634K 0.2% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,480 shares; 2025Q1: 2,694 shares; 2025Q2: 2,503 shares; 2025Q3: 2,503 shares; 2025Q4: 2,474 shares; 2026Q1: 2,504 shares; 2026Q2: 2,503 shares; 2026Q3: 2,503 shares 2,503 $630K 0.2% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,789 shares; 2026Q2: 4,509 shares; 2026Q3: 4,509 shares 4,509 $630K 0.2% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,993 shares; 2025Q4: 11,993 shares; 2026Q1: 11,993 shares; 2026Q2: 11,993 shares; 2026Q3: 11,993 shares 11,993 $625K 0.2% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,648 shares; 2025Q1: 2,648 shares; 2025Q2: 2,648 shares; 2025Q3: 2,648 shares; 2025Q4: 4,248 shares; 2026Q1: 4,248 shares; 2026Q2: 4,248 shares; 2026Q3: 4,248 shares 4,248 $608K 0.19% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,317 shares; 2025Q1: 14,097 shares; 2025Q2: 11,853 shares; 2025Q3: 11,989 shares; 2025Q4: 12,340 shares; 2026Q1: 11,554 shares; 2026Q2: 11,065 shares; 2026Q3: 11,065 shares 11,065 $605K 0.19% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,590 shares; 2025Q4: 6,590 shares; 2026Q1: 6,590 shares; 2026Q2: 5,476 shares; 2026Q3: 5,476 shares 5,476 $603K 0.19% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,702 shares; 2026Q1: 2,702 shares; 2026Q2: 2,702 shares; 2026Q3: 2,702 shares 2,702 $602K 0.19% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,209 shares; 2025Q1: 4,452 shares; 2025Q2: 3,812 shares; 2025Q3: 3,952 shares; 2025Q4: 5,722 shares; 2026Q1: 4,713 shares; 2026Q2: 4,574 shares; 2026Q3: 4,574 shares 4,574 $588K 0.19% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,144 shares; 2025Q1: 5,144 shares; 2025Q2: 5,351 shares; 2025Q3: 5,351 shares; 2025Q4: 5,144 shares; 2026Q1: 5,326 shares; 2026Q2: 5,326 shares; 2026Q3: 5,326 shares 5,326 $554K 0.17% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 510 shares; 2026Q2: 517 shares; 2026Q3: 517 shares 517 $551K 0.17% 0 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; 2024Q4: 19,902 shares; 2025Q1: 20,714 shares; 2025Q2: 20,234 shares; 2025Q3: 20,250 shares; 2025Q4: 20,631 shares; 2026Q1: 14,015 shares; 2026Q2: 13,305 shares; 2026Q3: 13,305 shares 13,305 $549K 0.17% 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; 2024Q4: 2,364 shares; 2025Q1: 2,452 shares; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,502 shares; 2026Q1: 1,583 shares; 2026Q2: 1,547 shares; 2026Q3: 1,547 shares 1,547 $531K 0.17% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,167 shares; 2025Q1: 23,389 shares; 2025Q2: 24,035 shares; 2025Q3: 24,035 shares; 2025Q4: 23,712 shares; 2026Q1: 23,712 shares; 2026Q2: 23,712 shares; 2026Q3: 23,712 shares 23,712 $530K 0.17% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,018 shares; 2025Q1: 5,018 shares; 2025Q2: 5,018 shares; 2025Q3: 5,018 shares; 2025Q4: 5,018 shares; 2026Q1: 5,018 shares; 2026Q2: 5,018 shares; 2026Q3: 5,018 shares 5,018 $517K 0.16% 0 Timeline EDIV 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; 2024Q4: 18,014 shares; 2025Q1: 12,563 shares; 2025Q2: 12,563 shares; 2025Q3: 12,563 shares; 2025Q4: 18,014 shares; 2026Q1: 12,547 shares; 2026Q2: 12,546 shares; 2026Q3: 12,546 shares 12,546 $514K 0.16% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,093 shares; 2025Q1: 2,249 shares; 2025Q2: 2,397 shares; 2025Q3: 2,391 shares; 2025Q4: 2,273 shares; 2026Q1: 2,477 shares; 2026Q2: 2,745 shares; 2026Q3: 2,745 shares 2,745 $490K 0.15% 0 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; 2024Q4: 1,661 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 1,980 shares; 2025Q4: 2,021 shares; 2026Q1: 1,740 shares; 2026Q2: 1,688 shares; 2026Q3: 1,688 shares 1,688 $475K 0.15% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 449 shares; 2025Q1: 525 shares; 2025Q2: 521 shares; 2025Q3: 557 shares; 2025Q4: 582 shares; 2026Q1: 539 shares; 2026Q2: 507 shares; 2026Q3: 507 shares 507 $474K 0.15% 0 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; 2024Q4: 15,625 shares; 2025Q1: 15,625 shares; 2025Q2: 15,175 shares; 2025Q3: 15,175 shares; 2025Q4: 15,625 shares; 2026Q1: 12,136 shares; 2026Q2: 8,723 shares; 2026Q3: 8,723 shares 8,723 $460K 0.15% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,359 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 2,874 shares; 2026Q3: 2,874 shares 2,874 $449K 0.14% 0 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; 2024Q4: 645 shares; 2025Q1: 745 shares; 2025Q2: 565 shares; 2025Q3: 790 shares; 2025Q4: 770 shares; 2026Q1: 784 shares; 2026Q2: 784 shares; 2026Q3: 784 shares 784 $442K 0.14% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,968 shares; 2025Q1: 5,657 shares; 2025Q2: 5,660 shares; 2025Q3: 5,663 shares; 2025Q4: 5,510 shares; 2026Q1: 5,672 shares; 2026Q2: 5,369 shares; 2026Q3: 5,369 shares 5,369 $436K 0.14% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 889 shares; 2025Q1: 1,389 shares; 2025Q2: 946 shares; 2025Q3: 1,079 shares; 2025Q4: 1,218 shares; 2026Q1: 1,107 shares; 2026Q2: 1,205 shares; 2026Q3: 1,205 shares 1,205 $425K 0.13% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,590 shares; 2025Q1: 1,882 shares; 2025Q2: 1,497 shares; 2025Q3: 1,497 shares; 2025Q4: 1,594 shares; 2026Q1: 1,413 shares; 2026Q2: 1,413 shares; 2026Q3: 1,413 shares 1,413 $421K 0.13% 0 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; 2024Q4: 1,323 shares; 2025Q1: 2,776 shares; 2025Q2: 1,465 shares; 2025Q3: 3,182 shares; 2025Q4: 3,421 shares; 2026Q1: 3,182 shares; 2026Q2: 1,134 shares; 2026Q3: 1,134 shares 1,134 $420K 0.13% 0 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,552 shares; 2025Q1: 6,552 shares; 2025Q2: 6,552 shares; 2025Q3: 85,692 shares; 2025Q4: 46,412 shares; 2026Q1: 7,132 shares; 2026Q2: 7,132 shares; 2026Q3: 7,132 shares 7,132 $413K 0.13% 0 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,528 shares; 2025Q1: 6,528 shares; 2025Q2: 6,528 shares; 2025Q3: 6,528 shares; 2025Q4: 6,528 shares; 2026Q1: 6,242 shares; 2026Q2: 5,222 shares; 2026Q3: 5,222 shares 5,222 $404K 0.13% 0 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,255 shares; 2026Q2: 16,818 shares; 2026Q3: 16,818 shares 16,818 $398K 0.13% 0 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; 2024Q4: 2,745 shares; 2025Q1: 1,792 shares; 2025Q2: 2,151 shares; 2025Q3: 2,721 shares; 2025Q4: 3,229 shares; 2026Q1: 2,191 shares; 2026Q2: 1,305 shares; 2026Q3: 1,305 shares 1,305 $395K 0.12% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,727 shares; 2025Q4: not reported; 2026Q1: 16,727 shares; 2026Q2: 16,727 shares; 2026Q3: 16,727 shares 16,727 $394K 0.12% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 581 shares; 2026Q2: 517 shares; 2026Q3: 517 shares 517 $387K 0.12% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,239 shares; 2025Q1: 3,458 shares; 2025Q2: 2,299 shares; 2025Q3: 2,299 shares; 2025Q4: 2,491 shares; 2026Q1: 2,299 shares; 2026Q2: 2,299 shares; 2026Q3: 2,299 shares 2,299 $381K 0.12% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,453 shares; 2025Q1: 1,547 shares; 2025Q2: 1,438 shares; 2025Q3: 1,389 shares; 2025Q4: 1,344 shares; 2026Q1: 1,504 shares; 2026Q2: 1,381 shares; 2026Q3: 1,381 shares 1,381 $373K 0.12% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,012 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 1,012 shares; 2026Q2: 1,012 shares; 2026Q3: 1,012 shares 1,012 $370K 0.12% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,591 shares; 2025Q1: 2,591 shares; 2025Q2: 2,591 shares; 2025Q3: 2,591 shares; 2025Q4: 2,591 shares; 2026Q1: 2,591 shares; 2026Q2: 2,591 shares; 2026Q3: 2,591 shares 2,591 $356K 0.11% 0 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; 2024Q4: 2,637 shares; 2025Q1: 3,046 shares; 2025Q2: 2,308 shares; 2025Q3: 2,637 shares; 2025Q4: 2,435 shares; 2026Q1: 2,496 shares; 2026Q2: 2,406 shares; 2026Q3: 2,406 shares 2,406 $353K 0.11% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,589 shares; 2025Q1: 4,589 shares; 2025Q2: 4,589 shares; 2025Q3: 4,589 shares; 2025Q4: 4,589 shares; 2026Q1: 4,589 shares; 2026Q2: 4,589 shares; 2026Q3: 4,589 shares 4,589 $351K 0.11% 0 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; 2024Q4: 3,128 shares; 2025Q1: 1,053 shares; 2025Q2: 1,058 shares; 2025Q3: 1,750 shares; 2025Q4: 3,865 shares; 2026Q1: 1,258 shares; 2026Q2: 4,320 shares; 2026Q3: 4,320 shares 4,320 $348K 0.11% 0 Timeline AVSE 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,740 shares; 2025Q3: 4,038 shares; 2025Q4: not reported; 2026Q1: 4,101 shares; 2026Q2: 4,101 shares; 2026Q3: 4,101 shares 4,101 $336K 0.11% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,824 shares; 2025Q1: 3,824 shares; 2025Q2: 3,824 shares; 2025Q3: 3,824 shares; 2025Q4: 3,824 shares; 2026Q1: 3,824 shares; 2026Q2: 3,824 shares; 2026Q3: 3,824 shares 3,824 $324K 0.1% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,472 shares; 2026Q1: 1,691 shares; 2026Q2: 1,696 shares; 2026Q3: 1,696 shares 1,696 $322K 0.1% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares; 2026Q1: 1,408 shares; 2026Q2: 1,408 shares; 2026Q3: 1,408 shares 1,408 $320K 0.1% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,564 shares; 2025Q2: 5,564 shares; 2025Q3: 5,564 shares; 2025Q4: 5,564 shares; 2026Q1: 5,564 shares; 2026Q2: 5,564 shares; 2026Q3: 5,564 shares 5,564 $317K 0.1% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,890 shares; 2025Q1: 13,890 shares; 2025Q2: 13,890 shares; 2025Q3: 13,890 shares; 2025Q4: 14,011 shares; 2026Q1: 14,011 shares; 2026Q2: 14,011 shares; 2026Q3: 14,011 shares 14,011 $303K 0.1% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,260 shares; 2025Q1: 15,260 shares; 2025Q2: 15,260 shares; 2025Q3: 18,845 shares; 2025Q4: 20,279 shares; 2026Q1: 20,198 shares; 2026Q2: 17,638 shares; 2026Q3: 17,638 shares 17,638 $294K 0.09% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,654 shares; 2026Q1: 1,129 shares; 2026Q2: 757 shares; 2026Q3: 757 shares 757 $286K 0.09% 0 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,179 shares; 2025Q3: 36,179 shares; 2025Q4: 13,257 shares; 2026Q1: 23,856 shares; 2026Q2: 13,398 shares; 2026Q3: 13,398 shares 13,398 $283K 0.09% 0 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; 2024Q4: 5,961 shares; 2025Q1: 5,961 shares; 2025Q2: 5,961 shares; 2025Q3: 5,961 shares; 2025Q4: 5,961 shares; 2026Q1: 5,744 shares; 2026Q2: 5,804 shares; 2026Q3: 5,804 shares 5,804 $282K 0.09% 0 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,841 shares; 2025Q1: 6,841 shares; 2025Q2: 6,883 shares; 2025Q3: 6,897 shares; 2025Q4: 5,972 shares; 2026Q1: not reported; 2026Q2: 3,621 shares; 2026Q3: 3,621 shares 3,621 $264K 0.08% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 243 shares; 2025Q2: 261 shares; 2025Q3: 345 shares; 2025Q4: 1,161 shares; 2026Q1: 3,636 shares; 2026Q2: 3,648 shares; 2026Q3: 3,648 shares 3,648 $260K 0.08% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 482 shares; 2026Q1: 547 shares; 2026Q2: 508 shares; 2026Q3: 508 shares 508 $259K 0.08% 0 Timeline IBIL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,016 shares; 2026Q3: 10,016 shares 10,016 $257K 0.08% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,068 shares; 2025Q1: 11,704 shares; 2025Q2: 11,704 shares; 2025Q3: 11,704 shares; 2025Q4: 11,498 shares; 2026Q1: 11,498 shares; 2026Q2: 11,498 shares; 2026Q3: 11,498 shares 11,498 $255K 0.08% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,974 shares; 2025Q1: 1,974 shares; 2025Q2: 1,782 shares; 2025Q3: 1,782 shares; 2025Q4: 1,782 shares; 2026Q1: 1,707 shares; 2026Q2: 1,708 shares; 2026Q3: 1,708 shares 1,708 $250K 0.08% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,471 shares; 2025Q4: not reported; 2026Q1: 1,471 shares; 2026Q2: 1,471 shares; 2026Q3: 1,471 shares 1,471 $249K 0.08% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 706 shares; 2026Q2: 682 shares; 2026Q3: 682 shares 682 $247K 0.08% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 337 shares; 2026Q3: 337 shares 337 $244K 0.08% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,154 shares; 2025Q4: 2,353 shares; 2026Q1: 1,880 shares; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $243K 0.08% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 707 shares; 2026Q3: 707 shares 707 $242K 0.08% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,972 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,119 shares; 2026Q1: 1,838 shares; 2026Q2: 1,838 shares; 2026Q3: 1,838 shares 1,838 $240K 0.08% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: not reported; 2026Q1: 2,727 shares; 2026Q2: 2,676 shares; 2026Q3: 2,676 shares 2,676 $239K 0.08% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,429 shares; 2026Q3: 1,429 shares 1,429 $233K 0.07% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302 shares; 2026Q1: not reported; 2026Q2: 202 shares; 2026Q3: 202 shares 202 $229K 0.07% 0 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,942 shares; 2025Q3: 18,942 shares; 2025Q4: not reported; 2026Q1: 12,598 shares; 2026Q2: 10,318 shares; 2026Q3: 10,318 shares 10,318 $224K 0.07% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,049 shares; 2026Q3: 2,049 shares 2,049 $210K 0.07% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,577 shares; 2025Q1: 2,577 shares; 2025Q2: 2,577 shares; 2025Q3: 2,577 shares; 2025Q4: 2,577 shares; 2026Q1: 2,577 shares; 2026Q2: 2,577 shares; 2026Q3: 2,577 shares 2,577 $209K 0.07% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 906 shares; 2025Q1: 906 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 906 shares; 2026Q1: 453 shares; 2026Q2: 453 shares; 2026Q3: 453 shares 453 $208K 0.07% 0 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; 2024Q4: 543 shares; 2025Q1: 517 shares; 2025Q2: not reported; 2025Q3: 581 shares; 2025Q4: 543 shares; 2026Q1: not reported; 2026Q2: 496 shares; 2026Q3: 496 shares 496 $206K 0.06% 0 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,524 shares; 2025Q1: 7,524 shares; 2025Q2: 7,524 shares; 2025Q3: 7,524 shares; 2025Q4: 7,524 shares; 2026Q1: not reported; 2026Q2: 3,762 shares; 2026Q3: 3,762 shares 3,762 $203K 0.06% 0 Timeline