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: 3,129,453 shares; 2024Q4: 3,278,031 shares; 2025Q1: 3,380,038 shares; 2025Q2: 3,379,082 shares; 2025Q3: 3,410,893 shares; 2025Q4: 3,453,442 shares; 2026Q1: 3,455,475 shares; 2026Q2: 3,603,650 shares 3,603,650 $134M 15.28% +148,175 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; 2024Q3: 919,457 shares; 2024Q4: 922,950 shares; 2025Q1: 942,162 shares; 2025Q2: 952,755 shares; 2025Q3: 994,143 shares; 2025Q4: 1,001,946 shares; 2026Q1: 1,008,055 shares; 2026Q2: 1,001,138 shares 1,001,138 $109M 12.43% -6,917 Timeline SPYG 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: 833,831 shares; 2024Q4: 833,807 shares; 2025Q1: 817,114 shares; 2025Q2: 818,956 shares; 2025Q3: 830,316 shares; 2025Q4: 819,440 shares; 2026Q1: 883,504 shares; 2026Q2: 914,234 shares 914,234 $109M 12.38% +30,730 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973,032 shares; 2024Q4: 996,181 shares; 2025Q1: 996,328 shares; 2025Q2: 1,049,355 shares; 2025Q3: 1,084,848 shares; 2025Q4: 1,083,719 shares; 2026Q1: 1,130,111 shares; 2026Q2: 1,130,339 shares 1,130,339 $103M 11.74% +228 Timeline BIV 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: 401,112 shares; 2024Q4: 428,778 shares; 2025Q1: 461,713 shares; 2025Q2: 523,393 shares; 2025Q3: 575,363 shares; 2025Q4: 597,218 shares; 2026Q1: 657,468 shares; 2026Q2: 696,561 shares 696,561 $53.4M 6.08% +39,093 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: 64,919 shares; 2024Q4: 66,426 shares; 2025Q1: 65,471 shares; 2025Q2: 65,297 shares; 2025Q3: 64,891 shares; 2025Q4: 63,551 shares; 2026Q1: 65,765 shares; 2026Q2: 395,858 shares 395,858 $34.1M 3.88% +330,093 Timeline SPIP 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: 717,779 shares; 2024Q4: 772,291 shares; 2025Q1: 814,741 shares; 2025Q2: 903,222 shares; 2025Q3: 1,001,735 shares; 2025Q4: 1,048,771 shares; 2026Q1: 1,152,717 shares; 2026Q2: 1,228,789 shares 1,228,789 $31.6M 3.59% +76,072 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: 337,157 shares; 2024Q4: 349,695 shares; 2025Q1: 362,782 shares; 2025Q2: 365,465 shares; 2025Q3: 349,886 shares; 2025Q4: 344,629 shares; 2026Q1: 335,823 shares; 2026Q2: 321,733 shares 321,733 $31M 3.53% -14,090 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: 70,496 shares; 2024Q4: 69,864 shares; 2025Q1: 70,780 shares; 2025Q2: 68,579 shares; 2025Q3: 70,547 shares; 2025Q4: 70,083 shares; 2026Q1: 70,417 shares; 2026Q2: 71,573 shares 71,573 $26.5M 3.01% +1,156 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: 265,991 shares; 2024Q4: 294,832 shares; 2025Q1: 294,009 shares; 2025Q2: 274,186 shares; 2025Q3: 265,224 shares; 2025Q4: 257,333 shares; 2026Q1: 262,157 shares; 2026Q2: 269,845 shares 269,845 $24.1M 2.74% +7,688 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,549 shares; 2024Q4: 157,590 shares; 2025Q1: 162,210 shares; 2025Q2: 170,676 shares; 2025Q3: 178,279 shares; 2025Q4: 182,373 shares; 2026Q1: 188,876 shares; 2026Q2: 197,737 shares 197,737 $19.1M 2.17% +8,861 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,579 shares; 2024Q4: 434,404 shares; 2025Q1: 460,158 shares; 2025Q2: 464,593 shares; 2025Q3: 496,813 shares; 2025Q4: 509,554 shares; 2026Q1: 702,136 shares; 2026Q2: 671,881 shares 671,881 $17.6M 2% -30,255 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: 108,335 shares; 2024Q4: 111,981 shares; 2025Q1: 117,192 shares; 2025Q2: 159,234 shares; 2025Q3: 152,554 shares; 2025Q4: 149,915 shares; 2026Q1: 149,072 shares; 2026Q2: 145,840 shares 145,840 $17.1M 1.95% -3,232 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,116 shares; 2024Q4: 180,189 shares; 2025Q1: 182,345 shares; 2025Q2: 181,435 shares; 2025Q3: 193,464 shares; 2025Q4: 204,279 shares; 2026Q1: 209,038 shares; 2026Q2: 212,247 shares 212,247 $14.1M 1.61% +3,209 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: 28,411 shares; 2024Q4: 28,679 shares; 2025Q1: 29,852 shares; 2025Q2: 35,917 shares; 2025Q3: 173,807 shares; 2025Q4: 213,006 shares; 2026Q1: 227,396 shares; 2026Q2: 186,598 shares 186,598 $9.44M 1.07% -40,798 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; 2024Q3: 126,950 shares; 2024Q4: 128,145 shares; 2025Q1: 125,713 shares; 2025Q2: 87,290 shares; 2025Q3: 87,482 shares; 2025Q4: 87,604 shares; 2026Q1: 96,331 shares; 2026Q2: 96,238 shares 96,238 $8.74M 0.99% -93 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 148,974 shares; 2026Q2: 305,784 shares 305,784 $8.4M 0.96% +156,810 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: 32,581 shares; 2024Q4: 32,500 shares; 2025Q1: 33,496 shares; 2025Q2: 33,503 shares; 2025Q3: 34,425 shares; 2025Q4: 33,780 shares; 2026Q1: 33,938 shares; 2026Q2: 34,527 shares 34,527 $8.39M 0.95% +589 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,266 shares; 2024Q4: 83,651 shares; 2025Q1: 83,803 shares; 2025Q2: 83,803 shares; 2025Q3: 83,659 shares; 2025Q4: 83,796 shares; 2026Q1: 102,105 shares; 2026Q2: 103,207 shares 103,207 $4.98M 0.57% +1,102 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,735 shares; 2024Q4: 57,566 shares; 2025Q1: 57,843 shares; 2025Q2: 57,883 shares; 2025Q3: 57,883 shares; 2025Q4: 57,741 shares; 2026Q1: 55,185 shares; 2026Q2: 55,185 shares 55,185 $4.48M 0.51% 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; 2024Q3: 47,087 shares; 2024Q4: 57,305 shares; 2025Q1: 22,873 shares; 2025Q2: 42,155 shares; 2025Q3: 50,534 shares; 2025Q4: 50,403 shares; 2026Q1: 110,353 shares; 2026Q2: 109,286 shares 109,286 $4.03M 0.46% -1,067 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG 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: 153,054 shares 153,054 $3.88M 0.44% 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: 13,338 shares; 2024Q4: 25,120 shares; 2025Q1: 27,315 shares; 2025Q2: 19,326 shares; 2025Q3: 19,354 shares; 2025Q4: 18,878 shares; 2026Q1: 18,780 shares; 2026Q2: 18,831 shares 18,831 $3.76M 0.43% +51 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 136,919 shares 136,919 $3.61M 0.41% new 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: 3,204 shares; 2024Q4: 3,174 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,537 shares; 2025Q4: 3,799 shares; 2026Q1: 4,347 shares; 2026Q2: 4,339 shares 4,339 $3.25M 0.37% -8 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: 47,677 shares; 2024Q4: 54,655 shares; 2025Q1: 56,327 shares; 2025Q2: 53,701 shares; 2025Q3: 52,206 shares; 2025Q4: 52,797 shares; 2026Q1: 58,297 shares; 2026Q2: 62,715 shares 62,715 $3.17M 0.36% +4,418 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,086 shares; 2024Q4: 71,145 shares; 2025Q1: 74,556 shares; 2025Q2: 62,129 shares; 2025Q3: 64,380 shares; 2025Q4: 66,655 shares; 2026Q1: 68,896 shares; 2026Q2: 72,459 shares 72,459 $3.16M 0.36% +3,563 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,906 shares; 2024Q4: 31,211 shares; 2025Q1: 28,531 shares; 2025Q2: 26,554 shares; 2025Q3: 26,222 shares; 2025Q4: 26,412 shares; 2026Q1: 27,121 shares; 2026Q2: 72,412 shares 72,412 $3.16M 0.36% +45,291 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,941 shares; 2024Q4: 3,895 shares; 2025Q1: 3,895 shares; 2025Q2: 3,895 shares; 2025Q3: 3,927 shares; 2025Q4: 4,206 shares; 2026Q1: 4,206 shares; 2026Q2: 4,216 shares 4,216 $2.9M 0.33% +10 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,998 shares; 2025Q3: 29,108 shares; 2025Q4: 29,458 shares; 2026Q1: 77,816 shares; 2026Q2: 111,085 shares 111,085 $2.86M 0.33% +33,269 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,111 shares; 2024Q4: 18,731 shares; 2025Q1: 18,332 shares; 2025Q2: 15,971 shares; 2025Q3: 15,876 shares; 2025Q4: 15,949 shares; 2026Q1: 15,739 shares; 2026Q2: 25,506 shares 25,506 $2.79M 0.32% +9,767 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,006 shares; 2024Q4: 61,827 shares; 2025Q1: 64,159 shares; 2025Q2: 67,440 shares; 2025Q3: 66,337 shares; 2025Q4: 66,243 shares; 2026Q1: 71,027 shares; 2026Q2: 68,644 shares 68,644 $2.76M 0.31% -2,383 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: 55,975 shares; 2024Q4: 55,867 shares; 2025Q1: 65,358 shares; 2025Q2: 27,877 shares; 2025Q3: 27,832 shares; 2025Q4: 28,856 shares; 2026Q1: 28,636 shares; 2026Q2: 25,325 shares 25,325 $2.73M 0.31% -3,311 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: 2,124 shares; 2024Q4: 2,228 shares; 2025Q1: 2,228 shares; 2025Q2: 2,214 shares; 2025Q3: 2,308 shares; 2025Q4: 2,408 shares; 2026Q1: 2,537 shares; 2026Q2: 6,831 shares 6,831 $2.55M 0.29% +4,294 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: 6,584 shares; 2024Q4: 6,556 shares; 2025Q1: 5,520 shares; 2025Q2: 5,410 shares; 2025Q3: 5,336 shares; 2025Q4: 5,339 shares; 2026Q1: 5,197 shares; 2026Q2: 19,871 shares 19,871 $2.47M 0.28% +14,674 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: 3,954 shares; 2024Q4: 3,964 shares; 2025Q1: 3,964 shares; 2025Q2: 3,964 shares; 2025Q3: 4,264 shares; 2025Q4: 4,264 shares; 2026Q1: 4,755 shares; 2026Q2: 4,755 shares 4,755 $2.38M 0.27% 0 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: 19,028 shares; 2024Q4: 19,028 shares; 2025Q1: 19,028 shares; 2025Q2: 19,028 shares; 2025Q3: 19,028 shares; 2025Q4: 19,114 shares; 2026Q1: 19,087 shares; 2026Q2: 18,940 shares 18,940 $2.36M 0.27% -147 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,847 shares; 2024Q4: 2,846 shares; 2025Q1: 2,846 shares; 2025Q2: 3,264 shares; 2025Q3: 3,197 shares; 2025Q4: 3,117 shares; 2026Q1: 3,110 shares; 2026Q2: 2,952 shares 2,952 $2.2M 0.25% -158 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: 4,044 shares; 2024Q4: 4,141 shares; 2025Q1: 4,141 shares; 2025Q2: 4,141 shares; 2025Q3: 4,141 shares; 2025Q4: 4,141 shares; 2026Q1: 4,168 shares; 2026Q2: 8,369 shares 8,369 $2.11M 0.24% +4,201 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: 21,033 shares; 2024Q4: 20,757 shares; 2025Q1: 20,757 shares; 2025Q2: 20,757 shares; 2025Q3: 21,636 shares; 2025Q4: 22,028 shares; 2026Q1: 22,854 shares; 2026Q2: 22,838 shares 22,838 $1.95M 0.22% -16 Timeline DFLV 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: 44,000 shares; 2025Q3: 46,418 shares; 2025Q4: 44,741 shares; 2026Q1: 46,515 shares; 2026Q2: 46,722 shares 46,722 $1.85M 0.21% +207 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,344 shares; 2024Q4: 13,711 shares; 2025Q1: 14,011 shares; 2025Q2: 14,174 shares; 2025Q3: 13,161 shares; 2025Q4: 14,889 shares; 2026Q1: 18,413 shares; 2026Q2: 17,067 shares 17,067 $1.63M 0.19% -1,346 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: 19,675 shares; 2024Q4: 20,251 shares; 2025Q1: 21,812 shares; 2025Q2: 21,376 shares; 2025Q3: 21,131 shares; 2025Q4: 20,295 shares; 2026Q1: 20,705 shares; 2026Q2: 22,528 shares 22,528 $1.61M 0.18% +1,823 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,695 shares; 2024Q4: 60,520 shares; 2025Q1: 60,916 shares; 2025Q2: 61,519 shares; 2025Q3: 62,075 shares; 2025Q4: 62,798 shares; 2026Q1: 63,153 shares; 2026Q2: 63,514 shares 63,514 $1.45M 0.17% +361 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,199 shares; 2024Q4: 62,022 shares; 2025Q1: 62,368 shares; 2025Q2: 62,973 shares; 2025Q3: 63,523 shares; 2025Q4: 64,242 shares; 2026Q1: 64,583 shares; 2026Q2: 64,967 shares 64,967 $1.45M 0.17% +384 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,031 shares; 2024Q4: 63,967 shares; 2025Q1: 64,437 shares; 2025Q2: 56,760 shares; 2025Q3: 57,331 shares; 2025Q4: 58,107 shares; 2026Q1: 58,483 shares; 2026Q2: 58,868 shares 58,868 $1.43M 0.16% +385 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: 6,798 shares; 2024Q4: 7,388 shares; 2025Q1: 7,344 shares; 2025Q2: 7,286 shares; 2025Q3: 7,455 shares; 2025Q4: 7,427 shares; 2026Q1: 4,453 shares; 2026Q2: 4,898 shares 4,898 $1.42M 0.16% +445 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,926 shares; 2024Q4: 3,957 shares; 2025Q1: 3,951 shares; 2025Q2: 4,010 shares; 2025Q3: 4,064 shares; 2025Q4: 4,065 shares; 2026Q1: 3,798 shares; 2026Q2: 3,793 shares 3,793 $1.34M 0.15% -5 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: 17,827 shares; 2024Q4: 17,846 shares; 2025Q1: 17,846 shares; 2025Q2: 10,188 shares; 2025Q3: 10,188 shares; 2025Q4: 10,214 shares; 2026Q1: 24,341 shares; 2026Q2: 24,362 shares 24,362 $1.23M 0.14% +21 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: 5,149 shares; 2024Q4: 6,216 shares; 2025Q1: 6,221 shares; 2025Q2: 6,221 shares; 2025Q3: 5,839 shares; 2025Q4: 5,963 shares; 2026Q1: 5,593 shares; 2026Q2: 5,631 shares 5,631 $1.23M 0.14% +38 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: 27,078 shares; 2024Q4: 54,156 shares; 2025Q1: 54,156 shares; 2025Q2: 54,156 shares; 2025Q3: 54,156 shares; 2025Q4: 54,532 shares; 2026Q1: 54,958 shares; 2026Q2: 47,552 shares 47,552 $1.17M 0.13% -7,406 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: 15,109 shares; 2024Q4: 15,046 shares; 2025Q1: 16,809 shares; 2025Q2: 16,662 shares; 2025Q3: 17,656 shares; 2025Q4: 18,166 shares; 2026Q1: 18,623 shares; 2026Q2: 18,689 shares 18,689 $1.12M 0.13% +66 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $1.11M 0.13% 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; 2024Q3: 7,113 shares; 2024Q4: 7,506 shares; 2025Q1: 7,506 shares; 2025Q2: 7,506 shares; 2025Q3: 7,537 shares; 2025Q4: 7,537 shares; 2026Q1: 7,509 shares; 2026Q2: 7,509 shares 7,509 $1.1M 0.13% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,629 shares 5,629 $1.01M 0.11% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,208 shares; 2024Q4: 38,751 shares; 2025Q1: 39,022 shares; 2025Q2: 39,422 shares; 2025Q3: 39,794 shares; 2025Q4: 40,292 shares; 2026Q1: 40,536 shares; 2026Q2: 40,778 shares 40,778 $988K 0.11% +242 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: 5,370 shares; 2024Q4: 5,370 shares; 2025Q1: 5,370 shares; 2025Q2: 5,370 shares; 2025Q3: 5,415 shares; 2025Q4: 4,970 shares; 2026Q1: 6,620 shares; 2026Q2: 6,591 shares 6,591 $901K 0.1% -29 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,566 shares 4,566 $866K 0.1% new 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: 6,867 shares; 2024Q4: 6,867 shares; 2025Q1: 6,867 shares; 2025Q2: 6,867 shares; 2025Q3: 6,969 shares; 2025Q4: 6,969 shares; 2026Q1: 7,590 shares; 2026Q2: 7,564 shares 7,564 $857K 0.1% -26 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: 2,523 shares; 2024Q4: 2,701 shares; 2025Q1: 2,701 shares; 2025Q2: 4,006 shares; 2025Q3: 2,686 shares; 2025Q4: 2,686 shares; 2026Q1: 2,752 shares; 2026Q2: 3,252 shares 3,252 $826K 0.09% +500 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: not reported; 2026Q2: 5,302 shares 5,302 $783K 0.09% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,045 shares 2,045 $772K 0.09% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,322 shares; 2024Q4: 7,714 shares; 2025Q1: 7,664 shares; 2025Q2: 7,689 shares; 2025Q3: 6,840 shares; 2025Q4: 6,840 shares; 2026Q1: 6,873 shares; 2026Q2: 5,989 shares 5,989 $758K 0.09% -884 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 645 shares 645 $687K 0.08% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 4,024 shares 4,024 $680K 0.08% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 277 shares; 2026Q2: 722 shares 722 $676K 0.08% +445 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,534 shares 1,534 $654K 0.07% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,138 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,268 shares; 2026Q2: 1,268 shares 1,268 $628K 0.07% 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; 2024Q3: 2,455 shares; 2024Q4: 2,520 shares; 2025Q1: 2,523 shares; 2025Q2: 2,523 shares; 2025Q3: 2,526 shares; 2025Q4: 2,532 shares; 2026Q1: 2,554 shares; 2026Q2: 2,554 shares 2,554 $604K 0.07% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 14,282 shares; 2026Q2: 14,282 shares 14,282 $575K 0.07% 0 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: 2,816 shares; 2024Q4: 3,231 shares; 2025Q1: 4,512 shares; 2025Q2: 6,264 shares; 2025Q3: 7,827 shares; 2025Q4: 6,589 shares; 2026Q1: 6,636 shares; 2026Q2: 5,737 shares 5,737 $553K 0.06% -899 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: 3,916 shares; 2024Q4: 3,678 shares; 2025Q1: 3,678 shares; 2025Q2: 3,666 shares; 2025Q3: 3,666 shares; 2025Q4: 4,115 shares; 2026Q1: 4,188 shares; 2026Q2: 4,294 shares 4,294 $552K 0.06% +106 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: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,459 shares; 2025Q3: 1,559 shares; 2025Q4: 1,589 shares; 2026Q1: 1,559 shares; 2026Q2: 1,559 shares 1,559 $551K 0.06% 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; 2024Q3: 1,445 shares; 2024Q4: 1,542 shares; 2025Q1: 1,542 shares; 2025Q2: 1,542 shares; 2025Q3: 1,559 shares; 2025Q4: 1,559 shares; 2026Q1: 1,611 shares; 2026Q2: 1,612 shares 1,612 $528K 0.06% +1 Timeline GLW CORNING INC More: the full row for CORNING 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: 2,028 shares 2,028 $518K 0.06% 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: not reported; 2026Q2: 421 shares 421 $486K 0.06% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN 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: 11,558 shares; 2026Q1: 15,190 shares; 2026Q2: 15,135 shares 15,135 $484K 0.06% -55 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,220 shares; 2026Q1: 1,226 shares; 2026Q2: 1,721 shares 1,721 $484K 0.06% +495 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 21,050 shares; 2026Q2: 21,307 shares 21,307 $475K 0.05% +257 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,417 shares; 2024Q4: 14,477 shares; 2025Q1: 14,417 shares; 2025Q2: 14,417 shares; 2025Q3: 14,417 shares; 2025Q4: 14,417 shares; 2026Q1: 15,327 shares; 2026Q2: 15,327 shares 15,327 $462K 0.05% 0 Timeline SCHZ 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: 5,067 shares; 2024Q4: 10,134 shares; 2025Q1: 10,134 shares; 2025Q2: 10,134 shares; 2025Q3: 10,134 shares; 2025Q4: 10,134 shares; 2026Q1: 19,141 shares; 2026Q2: 19,214 shares 19,214 $444K 0.05% +73 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: 1,926 shares; 2024Q4: 2,071 shares; 2025Q1: 2,022 shares; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares; 2026Q1: 1,226 shares; 2026Q2: 1,226 shares 1,226 $444K 0.05% 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; 2024Q3: 2,506 shares; 2024Q4: 9,844 shares; 2025Q1: 9,839 shares; 2025Q2: 9,840 shares; 2025Q3: 9,076 shares; 2025Q4: 9,085 shares; 2026Q1: 12,176 shares; 2026Q2: 12,618 shares 12,618 $427K 0.05% +442 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares; 2026Q2: 1,157 shares 1,157 $426K 0.05% 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; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 356 shares; 2026Q2: 354 shares 354 $425K 0.05% -2 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,567 shares; 2025Q3: 2,570 shares; 2025Q4: 2,218 shares; 2026Q1: 2,220 shares; 2026Q2: 2,250 shares 2,250 $423K 0.05% +30 Timeline EFIV 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: 5,755 shares; 2026Q2: 5,755 shares 5,755 $420K 0.05% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,377 shares; 2025Q3: 1,515 shares; 2025Q4: 1,555 shares; 2026Q1: 1,799 shares; 2026Q2: 2,091 shares 2,091 $418K 0.05% +292 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,355 shares; 2024Q4: 1,369 shares; 2025Q1: 1,369 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,369 shares; 2026Q1: 1,365 shares; 2026Q2: 1,365 shares 1,365 $407K 0.05% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,361 shares; 2024Q4: 4,361 shares; 2025Q1: 4,361 shares; 2025Q2: 4,361 shares; 2025Q3: 4,361 shares; 2025Q4: 4,361 shares; 2026Q1: 4,363 shares; 2026Q2: 4,391 shares 4,391 $398K 0.05% +28 Timeline USHY 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: 10,575 shares 10,575 $391K 0.04% new 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: 11,350 shares; 2024Q4: 11,350 shares; 2025Q1: 11,350 shares; 2025Q2: 11,350 shares; 2025Q3: 11,350 shares; 2025Q4: 11,403 shares; 2026Q1: 11,414 shares; 2026Q2: 11,158 shares 11,158 $391K 0.04% -256 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,330 shares; 2025Q2: not reported; 2025Q3: 1,335 shares; 2025Q4: 1,323 shares; 2026Q1: 2,305 shares; 2026Q2: 2,302 shares 2,302 $382K 0.04% -3 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,463 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,672 shares 1,672 $375K 0.04% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,514 shares; 2025Q4: 1,514 shares; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares 1,720 $366K 0.04% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,833 shares; 2024Q4: 8,818 shares; 2025Q1: 8,818 shares; 2025Q2: 8,818 shares; 2025Q3: 8,818 shares; 2025Q4: 8,818 shares; 2026Q1: 8,765 shares; 2026Q2: 10,440 shares 10,440 $363K 0.04% +1,675 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: 1,302 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,362 shares; 2026Q1: 1,366 shares; 2026Q2: 1,570 shares 1,570 $345K 0.04% +204 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: 3,946 shares; 2024Q4: 3,946 shares; 2025Q1: 3,946 shares; 2025Q2: 3,946 shares; 2025Q3: 3,946 shares; 2025Q4: 3,946 shares; 2026Q1: 3,946 shares; 2026Q2: 3,946 shares 3,946 $330K 0.04% 0 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: 3,738 shares; 2025Q3: 3,738 shares; 2025Q4: 3,738 shares; 2026Q1: 3,738 shares; 2026Q2: 3,097 shares 3,097 $330K 0.04% -641 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 1,851 shares 1,851 $316K 0.04% new Timeline DFSV 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: 8,128 shares 8,128 $315K 0.04% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,766 shares; 2026Q2: 1,766 shares 1,766 $310K 0.04% 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; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 723 shares; 2026Q2: 723 shares 723 $308K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,600 shares 3,600 $298K 0.03% 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: 193 shares; 2025Q3: 193 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,148 shares 4,148 $296K 0.03% new 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: 781 shares; 2024Q4: 791 shares; 2025Q1: not reported; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares; 2026Q1: 781 shares; 2026Q2: 781 shares 781 $286K 0.03% 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; 2024Q3: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,242 shares; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares; 2026Q2: 1,265 shares 1,265 $280K 0.03% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,582 shares; 2024Q4: 2,719 shares; 2025Q1: 2,719 shares; 2025Q2: 2,498 shares; 2025Q3: 2,498 shares; 2025Q4: 2,498 shares; 2026Q1: 2,498 shares; 2026Q2: 2,498 shares 2,498 $269K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,611 shares; 2026Q2: 9,567 shares 9,567 $265K 0.03% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,629 shares; 2026Q2: 1,685 shares 1,685 $264K 0.03% +56 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 1,804 shares 1,804 $263K 0.03% -1,196 Timeline PFE PFIZER INC More: the full row for PFIZER 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: 10,892 shares 10,892 $262K 0.03% new Timeline EMHC 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: 9,755 shares; 2024Q4: 9,755 shares; 2025Q1: 9,755 shares; 2025Q2: 9,828 shares; 2025Q3: 9,828 shares; 2025Q4: 10,057 shares; 2026Q1: 10,150 shares; 2026Q2: 10,295 shares 10,295 $262K 0.03% +145 Timeline FSMB 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: not reported; 2025Q4: not reported; 2026Q1: 12,706 shares; 2026Q2: 12,706 shares 12,706 $254K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,997 shares; 2025Q3: 5,997 shares; 2025Q4: 5,997 shares; 2026Q1: 5,997 shares; 2026Q2: 6,066 shares 6,066 $250K 0.03% +69 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: 1,304 shares 1,304 $248K 0.03% new 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: 1,076 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares; 2026Q2: 1,015 shares 1,015 $246K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,796 shares 1,796 $243K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY 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: 1,141 shares 1,141 $239K 0.03% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 2,533 shares 2,533 $237K 0.03% 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: 634 shares 634 $237K 0.03% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,848 shares 3,848 $232K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,717 shares 7,717 $227K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,523 shares 1,523 $226K 0.03% new Timeline VCSH 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: 3,843 shares; 2024Q4: 3,843 shares; 2025Q1: 3,934 shares; 2025Q2: 3,934 shares; 2025Q3: 3,934 shares; 2025Q4: 3,942 shares; 2026Q1: 3,949 shares; 2026Q2: 2,811 shares 2,811 $222K 0.03% -1,138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,827 shares 2,827 $218K 0.02% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 1,889 shares; 2026Q2: 1,889 shares 1,889 $212K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,734 shares; 2026Q2: 2,734 shares 2,734 $209K 0.02% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 948 shares; 2024Q4: 947 shares; 2025Q1: 947 shares; 2025Q2: 947 shares; 2025Q3: 947 shares; 2025Q4: 947 shares; 2026Q1: 980 shares; 2026Q2: 947 shares 947 $209K 0.02% -33 Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,806 shares; 2024Q4: 13,806 shares; 2025Q1: 13,806 shares; 2025Q2: 11,992 shares; 2025Q3: 11,992 shares; 2025Q4: 11,992 shares; 2026Q1: 11,992 shares; 2026Q2: 11,992 shares 11,992 $157K 0.02% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $92.4K 0.01% 0 Timeline TTRX TURN THERAPEUTICS INC More: the full row for TURN THERAPEUTICS 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: 10,000 shares 10,000 $73K 0.01% new Timeline BEAT HEARTBEAM INC More: the full row for HEARTBEAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,391 shares; 2024Q4: 80,391 shares; 2025Q1: 80,391 shares; 2025Q2: 68,739 shares; 2025Q3: 78,739 shares; 2025Q4: 72,788 shares; 2026Q1: 72,788 shares; 2026Q2: 72,788 shares 72,788 $54.6K 0.01% 0 Timeline