CTOS CUSTOM TRUCK ONE SOURCE INC More: the full row for CUSTOM TRUCK ONE SOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,804,610 shares; 2024Q4: 4,108,354 shares; 2025Q1: 4,468,342 shares; 2025Q2: 4,760,683 shares; 2025Q3: 4,746,717 shares; 2025Q4: 7,050,221 shares; 2026Q1: 7,019,526 shares; 2026Q2: 5,982,649 shares 5,982,649 $70.7M 9.86% -1,036,877 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,859 shares; 2024Q4: 89,165 shares; 2025Q1: 109,037 shares; 2025Q2: 118,489 shares; 2025Q3: 119,970 shares; 2025Q4: 118,880 shares; 2026Q1: 117,058 shares; 2026Q2: 114,270 shares 114,270 $40.8M 5.7% -2,788 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,007 shares; 2024Q4: 140,750 shares; 2025Q1: 157,404 shares; 2025Q2: 164,261 shares; 2025Q3: 170,398 shares; 2025Q4: 173,190 shares; 2026Q1: 185,224 shares; 2026Q2: 192,444 shares 192,444 $31.6M 4.41% +7,220 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: 103,596 shares; 2024Q4: 102,120 shares; 2025Q1: 103,701 shares; 2025Q2: 105,577 shares; 2025Q3: 107,212 shares; 2025Q4: 106,104 shares; 2026Q1: 105,520 shares; 2026Q2: 106,892 shares 106,892 $30.9M 4.31% +1,372 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: 54,747 shares; 2024Q4: 57,585 shares; 2025Q1: 62,013 shares; 2025Q2: 62,527 shares; 2025Q3: 62,340 shares; 2025Q4: 64,175 shares; 2026Q1: 72,856 shares; 2026Q2: 82,424 shares 82,424 $30.7M 4.29% +9,568 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,785 shares; 2024Q4: 64,417 shares; 2025Q1: 73,455 shares; 2025Q2: 74,310 shares; 2025Q3: 81,799 shares; 2025Q4: 89,292 shares; 2026Q1: 111,684 shares; 2026Q2: 120,898 shares 120,898 $28.8M 4.02% +9,214 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,748 shares; 2024Q4: 67,677 shares; 2025Q1: 62,168 shares; 2025Q2: 59,664 shares; 2025Q3: 58,894 shares; 2025Q4: 52,862 shares; 2026Q1: 50,808 shares; 2026Q2: 40,261 shares 40,261 $23.4M 3.26% -10,547 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: 74,448 shares; 2024Q4: 79,067 shares; 2025Q1: 120,365 shares; 2025Q2: 121,923 shares; 2025Q3: 122,362 shares; 2025Q4: 120,177 shares; 2026Q1: 121,740 shares; 2026Q2: 115,127 shares 115,127 $23M 3.21% -6,613 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: 107,599 shares; 2024Q4: 109,744 shares; 2025Q1: 109,161 shares; 2025Q2: 111,591 shares; 2025Q3: 101,252 shares; 2025Q4: 100,956 shares; 2026Q1: 99,400 shares; 2026Q2: 101,556 shares 101,556 $19.1M 2.66% +2,156 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,626 shares; 2024Q4: 27,362 shares; 2025Q1: 39,038 shares; 2025Q2: 40,255 shares; 2025Q3: 41,179 shares; 2025Q4: 43,094 shares; 2026Q1: 44,891 shares; 2026Q2: 42,792 shares 42,792 $18M 2.51% -2,099 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,221 shares; 2024Q4: 173,264 shares; 2025Q1: 192,814 shares; 2025Q2: 182,952 shares; 2025Q3: 185,601 shares; 2025Q4: 189,848 shares; 2026Q1: 200,091 shares; 2026Q2: 239,173 shares 239,173 $17.3M 2.41% +39,082 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,809 shares; 2024Q4: 20,422 shares; 2025Q1: 29,923 shares; 2025Q2: 30,919 shares; 2025Q3: 39,142 shares; 2025Q4: 44,634 shares; 2026Q1: 55,557 shares; 2026Q2: 48,854 shares 48,854 $16.7M 2.32% -6,703 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: 132,700 shares; 2024Q4: 124,508 shares; 2025Q1: 125,068 shares; 2025Q2: 134,178 shares; 2025Q3: 145,440 shares; 2025Q4: 154,314 shares; 2026Q1: 177,667 shares; 2026Q2: 185,740 shares 185,740 $16.6M 2.31% +8,073 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,593 shares; 2024Q4: 99,194 shares; 2025Q1: 102,829 shares; 2025Q2: 107,325 shares; 2025Q3: 110,314 shares; 2025Q4: 112,536 shares; 2026Q1: 113,456 shares; 2026Q2: 111,252 shares 111,252 $15.8M 2.2% -2,204 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,338 shares; 2024Q4: 140,033 shares; 2025Q1: 133,245 shares; 2025Q2: 134,182 shares; 2025Q3: 125,267 shares; 2025Q4: 116,533 shares; 2026Q1: 121,288 shares; 2026Q2: 132,211 shares 132,211 $15.4M 2.15% +10,923 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,698 shares; 2024Q4: 394,157 shares; 2025Q1: 345,337 shares; 2025Q2: 406,202 shares; 2025Q3: 410,502 shares; 2025Q4: 405,333 shares; 2026Q1: 389,013 shares; 2026Q2: 401,118 shares 401,118 $12.7M 1.77% +12,105 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: 81,299 shares; 2024Q4: 88,791 shares; 2025Q1: 83,230 shares; 2025Q2: 89,177 shares; 2025Q3: 92,230 shares; 2025Q4: 93,393 shares; 2026Q1: 91,276 shares; 2026Q2: 84,031 shares 84,031 $12.5M 1.74% -7,245 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: 10,693 shares; 2024Q4: 11,956 shares; 2025Q1: 15,940 shares; 2025Q2: 15,667 shares; 2025Q3: 16,171 shares; 2025Q4: 16,621 shares; 2026Q1: 16,707 shares; 2026Q2: 16,122 shares 16,122 $11.1M 1.54% -585 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: 14,550 shares; 2024Q4: 19,532 shares; 2025Q1: 21,727 shares; 2025Q2: 26,320 shares; 2025Q3: 28,764 shares; 2025Q4: 29,396 shares; 2026Q1: 14,897 shares; 2026Q2: 13,883 shares 13,883 $10.4M 1.45% -1,014 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,188 shares; 2024Q4: 3,658 shares; 2025Q1: 10,171 shares; 2025Q2: 29,548 shares; 2025Q3: 34,788 shares; 2025Q4: 51,217 shares; 2026Q1: 53,037 shares; 2026Q2: 94,026 shares 94,026 $8.97M 1.25% +40,989 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,444 shares; 2024Q4: 66,481 shares; 2025Q1: 68,360 shares; 2025Q2: 69,620 shares; 2025Q3: 72,145 shares; 2025Q4: 74,468 shares; 2026Q1: 76,631 shares; 2026Q2: 81,196 shares 81,196 $8.94M 1.25% +4,565 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,440 shares; 2026Q2: 91,889 shares 91,889 $8.27M 1.15% +4,449 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,009 shares; 2025Q2: 11,009 shares; 2025Q3: 11,009 shares; 2025Q4: 12,529 shares; 2026Q1: 98,470 shares; 2026Q2: 181,125 shares 181,125 $8.03M 1.12% +82,655 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: 9,991 shares; 2024Q4: 10,152 shares; 2025Q1: 10,473 shares; 2025Q2: 10,832 shares; 2025Q3: 13,354 shares; 2025Q4: 14,013 shares; 2026Q1: 14,550 shares; 2026Q2: 15,609 shares 15,609 $7.81M 1.09% +1,059 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,533 shares; 2024Q4: 9,379 shares; 2025Q1: 10,077 shares; 2025Q2: 9,793 shares; 2025Q3: 9,831 shares; 2025Q4: 9,935 shares; 2026Q1: 14,107 shares; 2026Q2: 9,010 shares 9,010 $6.88M 0.96% -5,097 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,157 shares; 2024Q4: 46,350 shares; 2025Q1: 45,577 shares; 2025Q2: 46,878 shares; 2025Q3: 50,709 shares; 2025Q4: 55,444 shares; 2026Q1: 58,034 shares; 2026Q2: 58,191 shares 58,191 $5.76M 0.8% +157 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: 31,821 shares; 2024Q4: 34,876 shares; 2025Q1: 37,654 shares; 2025Q2: 45,389 shares; 2025Q3: 43,752 shares; 2025Q4: 47,475 shares; 2026Q1: 58,430 shares; 2026Q2: 57,073 shares 57,073 $5.51M 0.77% -1,357 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: 11,830 shares; 2024Q4: 12,039 shares; 2025Q1: 12,302 shares; 2025Q2: 12,658 shares; 2025Q3: 12,695 shares; 2025Q4: 14,554 shares; 2026Q1: 14,488 shares; 2026Q2: 15,294 shares 15,294 $5.01M 0.7% +806 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,579 shares; 2024Q4: 6,244 shares; 2025Q1: 4,534 shares; 2025Q2: 6,877 shares; 2025Q3: 8,622 shares; 2025Q4: 7,094 shares; 2026Q1: 15,172 shares; 2026Q2: 43,463 shares 43,463 $4.82M 0.67% +28,291 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,241 shares; 2024Q4: 63,205 shares; 2025Q1: 58,050 shares; 2025Q2: 58,945 shares; 2025Q3: 58,809 shares; 2025Q4: 60,341 shares; 2026Q1: 49,315 shares; 2026Q2: 48,375 shares 48,375 $4.67M 0.65% -940 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: 6,975 shares; 2024Q4: 5,555 shares; 2025Q1: 9,068 shares; 2025Q2: 9,916 shares; 2025Q3: 11,145 shares; 2025Q4: 11,217 shares; 2026Q1: 11,942 shares; 2026Q2: 11,956 shares 11,956 $4.42M 0.62% +14 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,621 shares; 2025Q4: 25,855 shares; 2026Q1: 40,809 shares; 2026Q2: 42,697 shares 42,697 $4.28M 0.6% +1,888 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: 8,119 shares; 2024Q4: 7,663 shares; 2025Q1: 8,218 shares; 2025Q2: 8,126 shares; 2025Q3: 8,341 shares; 2025Q4: 8,077 shares; 2026Q1: 8,518 shares; 2026Q2: 47,993 shares 47,993 $4.13M 0.58% +39,475 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: 8,091 shares; 2024Q4: 8,165 shares; 2025Q1: 9,400 shares; 2025Q2: 10,016 shares; 2025Q3: 10,263 shares; 2025Q4: 9,974 shares; 2026Q1: 10,144 shares; 2026Q2: 10,218 shares 10,218 $3.86M 0.54% +74 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: 44,951 shares; 2024Q4: 49,111 shares; 2025Q1: 35,704 shares; 2025Q2: 38,297 shares; 2025Q3: 38,248 shares; 2025Q4: 40,387 shares; 2026Q1: 41,381 shares; 2026Q2: 43,390 shares 43,390 $3.71M 0.52% +2,009 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,621 shares; 2024Q4: 26,137 shares; 2025Q1: 29,004 shares; 2025Q2: 54,544 shares; 2025Q3: 66,274 shares; 2025Q4: 96,056 shares; 2026Q1: 78,947 shares; 2026Q2: 70,777 shares 70,777 $3.7M 0.52% -8,170 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 896 shares; 2024Q4: 1,218 shares; 2025Q1: 1,314 shares; 2025Q2: 1,313 shares; 2025Q3: 1,319 shares; 2025Q4: 1,609 shares; 2026Q1: 1,791 shares; 2026Q2: 2,143 shares 2,143 $3.64M 0.51% +352 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,149 shares; 2024Q4: 2,915 shares; 2025Q1: 12,872 shares; 2025Q2: 12,945 shares; 2025Q3: 11,899 shares; 2025Q4: 11,873 shares; 2026Q1: 11,920 shares; 2026Q2: 11,508 shares 11,508 $3.49M 0.49% -412 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; 2024Q3: 35,254 shares; 2024Q4: 43,594 shares; 2025Q1: 45,237 shares; 2025Q2: 45,548 shares; 2025Q3: 28,985 shares; 2025Q4: 27,145 shares; 2026Q1: 28,685 shares; 2026Q2: 27,854 shares 27,854 $3.48M 0.48% -831 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,764 shares; 2024Q4: 4,013 shares; 2025Q1: 4,355 shares; 2025Q2: 4,399 shares; 2025Q3: 4,357 shares; 2025Q4: 5,105 shares; 2026Q1: 5,650 shares; 2026Q2: 5,850 shares 5,850 $3.3M 0.46% +200 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: 7,882 shares; 2024Q4: 8,303 shares; 2025Q1: 10,244 shares; 2025Q2: 10,761 shares; 2025Q3: 11,095 shares; 2025Q4: 11,002 shares; 2026Q1: 11,247 shares; 2026Q2: 9,175 shares 9,175 $3.24M 0.45% -2,072 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439 shares; 2024Q4: 3,032 shares; 2025Q1: 3,202 shares; 2025Q2: 3,154 shares; 2025Q3: 2,270 shares; 2025Q4: 1,996 shares; 2026Q1: 1,743 shares; 2026Q2: 1,603 shares 1,603 $3.19M 0.44% -140 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,974 shares; 2024Q4: 66,965 shares; 2025Q1: 53,250 shares; 2025Q2: 53,819 shares; 2025Q3: 55,173 shares; 2025Q4: 65,155 shares; 2026Q1: 57,912 shares; 2026Q2: 59,533 shares 59,533 $3.01M 0.42% +1,621 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,166 shares; 2024Q4: 41,102 shares; 2025Q1: 36,549 shares; 2025Q2: 36,862 shares; 2025Q3: 35,499 shares; 2025Q4: 34,740 shares; 2026Q1: 24,792 shares; 2026Q2: 23,403 shares 23,403 $3M 0.42% -1,389 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.42% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,045 shares; 2024Q4: 27,648 shares; 2025Q1: 28,328 shares; 2025Q2: 51,395 shares; 2025Q3: 54,303 shares; 2025Q4: 65,316 shares; 2026Q1: 90,568 shares; 2026Q2: 64,811 shares 64,811 $2.96M 0.41% -25,757 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: 17,298 shares; 2024Q4: 17,558 shares; 2025Q1: 17,709 shares; 2025Q2: 21,001 shares; 2025Q3: 21,882 shares; 2025Q4: 26,214 shares; 2026Q1: 25,992 shares; 2026Q2: 25,809 shares 25,809 $2.92M 0.41% -183 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; 2024Q3: 8,007 shares; 2024Q4: 15,673 shares; 2025Q1: 17,894 shares; 2025Q2: 26,344 shares; 2025Q3: 40,545 shares; 2025Q4: 72,857 shares; 2026Q1: 47,221 shares; 2026Q2: 35,109 shares 35,109 $2.88M 0.4% -12,112 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338 shares; 2024Q4: 360 shares; 2025Q1: 502 shares; 2025Q2: 759 shares; 2025Q3: 620 shares; 2025Q4: 12,989 shares; 2026Q1: 17,751 shares; 2026Q2: 28,524 shares 28,524 $2.83M 0.4% +10,773 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,702 shares; 2024Q4: 10,702 shares; 2025Q1: 10,702 shares; 2025Q2: 10,702 shares; 2025Q3: 10,702 shares; 2025Q4: 10,702 shares; 2026Q1: 10,702 shares; 2026Q2: 10,702 shares 10,702 $2.7M 0.38% 0 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: 15,204 shares 15,204 $2.6M 0.36% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,548 shares; 2025Q1: 24,189 shares; 2025Q2: 13,535 shares; 2025Q3: 14,725 shares; 2025Q4: 27,400 shares; 2026Q1: 71,333 shares; 2026Q2: 47,075 shares 47,075 $2.4M 0.33% -24,258 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: 12,996 shares; 2024Q4: 14,433 shares; 2025Q1: 17,599 shares; 2025Q2: 18,187 shares; 2025Q3: 21,129 shares; 2025Q4: 20,556 shares; 2026Q1: 19,929 shares; 2026Q2: 21,763 shares 21,763 $2.34M 0.33% +1,834 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,034 shares; 2025Q1: 8,116 shares; 2025Q2: 8,116 shares; 2025Q3: 9,234 shares; 2025Q4: 10,707 shares; 2026Q1: 38,374 shares; 2026Q2: 60,748 shares 60,748 $2.26M 0.32% +22,374 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 645 shares; 2025Q4: 5,199 shares; 2026Q1: 9,083 shares; 2026Q2: 13,392 shares 13,392 $2.21M 0.31% +4,309 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,145 shares; 2024Q4: 2,072 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,053 shares; 2026Q2: 7,238 shares 7,238 $2.19M 0.31% +5,185 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838 shares; 2024Q4: 859 shares; 2025Q1: 1,243 shares; 2025Q2: 1,059 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: not reported; 2026Q2: 13,416 shares 13,416 $2.1M 0.29% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,134 shares; 2024Q4: 3,137 shares; 2025Q1: 3,442 shares; 2025Q2: 3,661 shares; 2025Q3: 3,641 shares; 2025Q4: 3,773 shares; 2026Q1: 4,043 shares; 2026Q2: 4,255 shares 4,255 $2.03M 0.28% +212 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: 6,337 shares; 2024Q4: 11,069 shares; 2025Q1: 13,948 shares; 2025Q2: 13,190 shares; 2025Q3: 12,324 shares; 2025Q4: 8,900 shares; 2026Q1: 9,185 shares; 2026Q2: 9,207 shares 9,207 $2.01M 0.28% +22 Timeline EQPT EQUIPMENTSHARE COM INC More: the full row for EQUIPMENTSHARE COM 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: 51,953 shares; 2026Q2: 95,410 shares 95,410 $1.88M 0.26% +43,457 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: 1,405 shares; 2024Q4: 1,437 shares; 2025Q1: 1,516 shares; 2025Q2: 1,609 shares; 2025Q3: 1,766 shares; 2025Q4: 2,108 shares; 2026Q1: 2,075 shares; 2026Q2: 1,958 shares 1,958 $1.83M 0.26% -117 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,845 shares; 2026Q2: 39,250 shares 39,250 $1.8M 0.25% -5,595 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: 1,416 shares; 2024Q4: 1,512 shares; 2025Q1: 1,479 shares; 2025Q2: 1,451 shares; 2025Q3: 1,380 shares; 2025Q4: 1,432 shares; 2026Q1: 1,434 shares; 2026Q2: 1,493 shares 1,493 $1.79M 0.25% +59 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: 3,771 shares; 2024Q4: 4,063 shares; 2025Q1: 3,945 shares; 2025Q2: 4,352 shares; 2025Q3: 4,547 shares; 2025Q4: 4,667 shares; 2026Q1: 4,721 shares; 2026Q2: 4,768 shares 4,768 $1.74M 0.24% +47 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,977 shares; 2026Q2: 39,197 shares 39,197 $1.64M 0.23% +8,220 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,122 shares; 2025Q2: 12,471 shares; 2025Q3: 15,129 shares; 2025Q4: 16,796 shares; 2026Q1: 30,011 shares; 2026Q2: 39,760 shares 39,760 $1.62M 0.23% +9,749 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: 31,444 shares; 2026Q2: 40,580 shares 40,580 $1.57M 0.22% +9,136 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: not reported; 2024Q4: not reported; 2025Q1: 3,285 shares; 2025Q2: 4,630 shares; 2025Q3: 5,705 shares; 2025Q4: 6,480 shares; 2026Q1: 6,480 shares; 2026Q2: 6,480 shares 6,480 $1.57M 0.22% 0 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: 18,294 shares; 2024Q4: 21,469 shares; 2025Q1: 22,135 shares; 2025Q2: 22,149 shares; 2025Q3: 22,139 shares; 2025Q4: 21,761 shares; 2026Q1: 21,542 shares; 2026Q2: 21,625 shares 21,625 $1.54M 0.21% +83 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,259 shares; 2025Q4: 1,107 shares; 2026Q1: 1,199 shares; 2026Q2: 1,327 shares 1,327 $1.53M 0.21% +128 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202 shares; 2024Q4: 1,202 shares; 2025Q1: 1,917 shares; 2025Q2: 1,803 shares; 2025Q3: 1,805 shares; 2025Q4: 1,911 shares; 2026Q1: 2,050 shares; 2026Q2: 2,035 shares 2,035 $1.52M 0.21% -15 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,033 shares; 2024Q4: 30,389 shares; 2025Q1: 28,521 shares; 2025Q2: 32,988 shares; 2025Q3: 33,152 shares; 2025Q4: 32,342 shares; 2026Q1: 34,555 shares; 2026Q2: 34,663 shares 34,663 $1.47M 0.21% +108 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,438 shares; 2025Q4: 2,541 shares; 2026Q1: 3,415 shares; 2026Q2: 3,326 shares 3,326 $1.44M 0.2% -89 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,502 shares; 2025Q2: 2,307 shares; 2025Q3: 2,323 shares; 2025Q4: 2,165 shares; 2026Q1: 1,968 shares; 2026Q2: 1,927 shares 1,927 $1.39M 0.19% -41 Timeline AVIV 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: 10,315 shares; 2024Q4: 9,431 shares; 2025Q1: 6,545 shares; 2025Q2: 11,522 shares; 2025Q3: 12,475 shares; 2025Q4: 12,403 shares; 2026Q1: 16,758 shares; 2026Q2: 17,710 shares 17,710 $1.37M 0.19% +952 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,839 shares; 2026Q2: 15,585 shares 15,585 $1.25M 0.17% +7,746 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: 7,208 shares; 2024Q4: 7,686 shares; 2025Q1: 8,496 shares; 2025Q2: 9,309 shares; 2025Q3: 9,585 shares; 2025Q4: 9,847 shares; 2026Q1: 9,754 shares; 2026Q2: 9,962 shares 9,962 $1.24M 0.17% +208 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,016 shares; 2025Q2: 9,016 shares; 2025Q3: 8,100 shares; 2025Q4: 8,850 shares; 2026Q1: 10,940 shares; 2026Q2: 10,250 shares 10,250 $1.2M 0.17% -690 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,838 shares; 2026Q2: 30,119 shares 30,119 $1.18M 0.16% +14,281 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,139 shares; 2025Q1: 9,195 shares; 2025Q2: 4,761 shares; 2025Q3: 4,892 shares; 2025Q4: 5,209 shares; 2026Q1: 6,018 shares; 2026Q2: 13,535 shares 13,535 $1.11M 0.16% +7,517 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,461 shares; 2026Q2: 17,749 shares 17,749 $1.1M 0.15% +1,288 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,409 shares; 2025Q2: 1,059 shares; 2025Q3: 956 shares; 2025Q4: 794 shares; 2026Q1: 3,481 shares; 2026Q2: 3,004 shares 3,004 $1.03M 0.14% -477 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,841 shares; 2026Q2: 35,505 shares 35,505 $1.03M 0.14% +27,664 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567 shares; 2024Q4: 567 shares; 2025Q1: 665 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 334 shares; 2026Q1: 1,020 shares; 2026Q2: 8,168 shares 8,168 $976K 0.14% +7,148 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,929 shares; 2025Q2: 10,426 shares; 2025Q3: 10,053 shares; 2025Q4: 10,073 shares; 2026Q1: 15,044 shares; 2026Q2: 15,598 shares 15,598 $969K 0.14% +554 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,852 shares; 2024Q4: 9,367 shares; 2025Q1: 9,240 shares; 2025Q2: 9,178 shares; 2025Q3: 8,310 shares; 2025Q4: 8,407 shares; 2026Q1: 8,263 shares; 2026Q2: 8,356 shares 8,356 $954K 0.13% +93 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: 1,179 shares; 2024Q4: not reported; 2025Q1: 5,634 shares; 2025Q2: 4,512 shares; 2025Q3: 4,388 shares; 2025Q4: 4,368 shares; 2026Q1: 4,323 shares; 2026Q2: 4,373 shares 4,373 $930K 0.13% +50 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,095 shares 4,095 $923K 0.13% new 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: 3,476 shares; 2024Q4: 2,431 shares; 2025Q1: 3,269 shares; 2025Q2: 3,979 shares; 2025Q3: 4,065 shares; 2025Q4: 3,871 shares; 2026Q1: 3,626 shares; 2026Q2: 3,629 shares 3,629 $922K 0.13% +3 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS 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: 46,161 shares; 2026Q2: 44,793 shares 44,793 $916K 0.13% -1,368 Timeline DFSD 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: 18,694 shares 18,694 $893K 0.12% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113 shares; 2024Q4: 1,379 shares; 2025Q1: 1,901 shares; 2025Q2: 1,778 shares; 2025Q3: 1,721 shares; 2025Q4: 1,676 shares; 2026Q1: 1,741 shares; 2026Q2: 1,361 shares 1,361 $892K 0.12% -380 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,386 shares; 2024Q4: 2,384 shares; 2025Q1: 2,575 shares; 2025Q2: 3,531 shares; 2025Q3: 3,600 shares; 2025Q4: 3,540 shares; 2026Q1: 3,422 shares; 2026Q2: 3,275 shares 3,275 $885K 0.12% -147 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,701 shares; 2026Q2: 8,430 shares 8,430 $869K 0.12% +729 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,182 shares; 2025Q1: 49,168 shares; 2025Q2: 46,754 shares; 2025Q3: 39,522 shares; 2025Q4: 40,572 shares; 2026Q1: 28,574 shares; 2026Q2: 20,535 shares 20,535 $851K 0.12% -8,039 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: 827 shares; 2024Q4: 913 shares; 2025Q1: 928 shares; 2025Q2: 1,052 shares; 2025Q3: 1,020 shares; 2025Q4: 1,027 shares; 2026Q1: 937 shares; 2026Q2: 790 shares 790 $841K 0.12% -147 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112 shares; 2024Q4: 1,207 shares; 2025Q1: 1,628 shares; 2025Q2: 1,666 shares; 2025Q3: 1,681 shares; 2025Q4: 1,619 shares; 2026Q1: 1,662 shares; 2026Q2: 1,633 shares 1,633 $839K 0.12% -29 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,705 shares; 2024Q4: 7,901 shares; 2025Q1: 18,900 shares; 2025Q2: 19,556 shares; 2025Q3: 20,653 shares; 2025Q4: 23,084 shares; 2026Q1: 22,624 shares; 2026Q2: 17,079 shares 17,079 $831K 0.12% -5,545 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,743 shares; 2024Q4: 51,012 shares; 2025Q1: 34,046 shares; 2025Q2: 31,521 shares; 2025Q3: 29,195 shares; 2025Q4: 28,222 shares; 2026Q1: 5,941 shares; 2026Q2: 5,100 shares 5,100 $826K 0.12% -841 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,127 shares; 2024Q4: 18,461 shares; 2025Q1: 17,492 shares; 2025Q2: 17,842 shares; 2025Q3: 17,216 shares; 2025Q4: 17,270 shares; 2026Q1: 10,252 shares; 2026Q2: 9,926 shares 9,926 $822K 0.11% -326 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,722 shares; 2024Q4: 7,665 shares; 2025Q1: 8,321 shares; 2025Q2: 8,313 shares; 2025Q3: 8,007 shares; 2025Q4: 7,064 shares; 2026Q1: 6,756 shares; 2026Q2: 6,923 shares 6,923 $813K 0.11% +167 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: not reported; 2024Q4: 1,753 shares; 2025Q1: 4,028 shares; 2025Q2: 4,775 shares; 2025Q3: 4,216 shares; 2025Q4: 3,028 shares; 2026Q1: 3,434 shares; 2026Q2: 3,308 shares 3,308 $804K 0.11% -126 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: 6,899 shares; 2024Q4: 6,830 shares; 2025Q1: 10,125 shares; 2025Q2: 10,270 shares; 2025Q3: 10,167 shares; 2025Q4: 15,997 shares; 2026Q1: 10,159 shares; 2026Q2: 10,219 shares 10,219 $788K 0.11% +60 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY 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: 71,539 shares; 2026Q1: 26,539 shares; 2026Q2: 26,555 shares 26,555 $783K 0.11% +16 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,710 shares; 2024Q4: 3,527 shares; 2025Q1: 3,177 shares; 2025Q2: 3,177 shares; 2025Q3: 4,545 shares; 2025Q4: 4,545 shares; 2026Q1: 4,545 shares; 2026Q2: 6,945 shares 6,945 $757K 0.11% +2,400 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 38,594 shares; 2025Q4: 38,594 shares; 2026Q1: 38,658 shares; 2026Q2: 38,672 shares 38,672 $739K 0.1% +14 Timeline SHM 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: 11,573 shares; 2024Q4: 12,816 shares; 2025Q1: 15,356 shares; 2025Q2: 15,662 shares; 2025Q3: 15,717 shares; 2025Q4: 14,803 shares; 2026Q1: 13,507 shares; 2026Q2: 15,224 shares 15,224 $730K 0.1% +1,717 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; 2024Q3: 14,126 shares; 2024Q4: 14,009 shares; 2025Q1: 13,872 shares; 2025Q2: 13,735 shares; 2025Q3: 13,859 shares; 2025Q4: 13,315 shares; 2026Q1: 12,362 shares; 2026Q2: 12,464 shares 12,464 $710K 0.1% +102 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,623 shares; 2024Q4: 6,623 shares; 2025Q1: 6,623 shares; 2025Q2: 6,623 shares; 2025Q3: 6,623 shares; 2025Q4: 6,623 shares; 2026Q1: 6,623 shares; 2026Q2: 6,623 shares 6,623 $704K 0.1% 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; 2024Q3: 1,962 shares; 2024Q4: 2,101 shares; 2025Q1: 2,564 shares; 2025Q2: 2,570 shares; 2025Q3: 2,567 shares; 2025Q4: 2,323 shares; 2026Q1: 2,269 shares; 2026Q2: 1,970 shares 1,970 $695K 0.1% -299 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,501 shares; 2024Q4: 1,444 shares; 2025Q1: 1,452 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,545 shares; 2026Q2: 7,725 shares 7,725 $679K 0.09% +6,180 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: 2,345 shares; 2024Q4: 2,346 shares; 2025Q1: 2,353 shares; 2025Q2: 2,482 shares; 2025Q3: 2,485 shares; 2025Q4: 2,254 shares; 2026Q1: 2,144 shares; 2026Q2: 2,605 shares 2,605 $656K 0.09% +461 Timeline DFCF 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: 15,289 shares 15,289 $645K 0.09% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,148 shares; 2024Q4: 20,427 shares; 2025Q1: 12,968 shares; 2025Q2: 11,137 shares; 2025Q3: 11,263 shares; 2025Q4: 11,967 shares; 2026Q1: 10,625 shares; 2026Q2: 11,586 shares 11,586 $644K 0.09% +961 Timeline HYMB 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: 9,793 shares; 2024Q4: 11,951 shares; 2025Q1: 14,591 shares; 2025Q2: 21,733 shares; 2025Q3: 24,655 shares; 2025Q4: 23,337 shares; 2026Q1: 31,289 shares; 2026Q2: 24,940 shares 24,940 $634K 0.09% -6,349 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,543 shares; 2025Q1: 51,775 shares; 2025Q2: 70,159 shares; 2025Q3: 51,804 shares; 2025Q4: 46,163 shares; 2026Q1: 15,637 shares; 2026Q2: 15,802 shares 15,802 $634K 0.09% +165 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,096 shares; 2024Q4: 2,164 shares; 2025Q1: 2,322 shares; 2025Q2: 1,933 shares; 2025Q3: 1,889 shares; 2025Q4: 1,746 shares; 2026Q1: 1,884 shares; 2026Q2: 1,845 shares 1,845 $633K 0.09% -39 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,461 shares 4,461 $623K 0.09% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 816 shares; 2026Q2: 878 shares 878 $618K 0.09% +62 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 13,782 shares; 2025Q4: 39,980 shares; 2026Q1: 27,243 shares; 2026Q2: 31,677 shares 31,677 $605K 0.08% +4,434 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,016 shares; 2024Q4: 4,016 shares; 2025Q1: 4,527 shares; 2025Q2: 4,527 shares; 2025Q3: 4,563 shares; 2025Q4: 4,506 shares; 2026Q1: 4,426 shares; 2026Q2: 4,401 shares 4,401 $605K 0.08% -25 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,938 shares; 2025Q2: 18,763 shares; 2025Q3: 32,621 shares; 2025Q4: 31,254 shares; 2026Q1: 32,196 shares; 2026Q2: 12,493 shares 12,493 $603K 0.08% -19,703 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 621 shares; 2026Q2: 622 shares 622 $601K 0.08% +1 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,070 shares; 2024Q4: 5,387 shares; 2025Q1: 8,508 shares; 2025Q2: 10,281 shares; 2025Q3: 12,587 shares; 2025Q4: 11,426 shares; 2026Q1: 12,514 shares; 2026Q2: 11,613 shares 11,613 $593K 0.08% -901 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,694 shares; 2024Q4: 4,090 shares; 2025Q1: 5,808 shares; 2025Q2: 4,305 shares; 2025Q3: 4,188 shares; 2025Q4: 4,096 shares; 2026Q1: 3,985 shares; 2026Q2: 4,042 shares 4,042 $592K 0.08% +57 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,634 shares; 2025Q2: 1,316 shares; 2025Q3: 1,457 shares; 2025Q4: 924 shares; 2026Q1: 778 shares; 2026Q2: 817 shares 817 $591K 0.08% +39 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,781 shares; 2024Q4: 1,859 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,868 shares; 2025Q4: 1,844 shares; 2026Q1: 1,835 shares; 2026Q2: 1,838 shares 1,838 $579K 0.08% +3 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 8,016 shares 8,016 $575K 0.08% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 948 shares; 2026Q2: 886 shares 886 $566K 0.08% -62 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,932 shares; 2024Q4: 7,601 shares; 2025Q1: 7,057 shares; 2025Q2: 8,472 shares; 2025Q3: 8,869 shares; 2025Q4: 8,991 shares; 2026Q1: 9,441 shares; 2026Q2: 10,006 shares 10,006 $565K 0.08% +565 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,584 shares; 2024Q4: 5,584 shares; 2025Q1: 5,584 shares; 2025Q2: 5,584 shares; 2025Q3: 5,584 shares; 2025Q4: 5,584 shares; 2026Q1: 5,584 shares; 2026Q2: 5,584 shares 5,584 $565K 0.08% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,858 shares; 2024Q4: 7,828 shares; 2025Q1: 7,532 shares; 2025Q2: 7,532 shares; 2025Q3: 7,198 shares; 2025Q4: 7,348 shares; 2026Q1: 7,185 shares; 2026Q2: 7,185 shares 7,185 $560K 0.08% 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; 2024Q3: not reported; 2024Q4: 707 shares; 2025Q1: 798 shares; 2025Q2: 849 shares; 2025Q3: 834 shares; 2025Q4: 825 shares; 2026Q1: 1,116 shares; 2026Q2: 1,604 shares 1,604 $543K 0.08% +488 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528 shares; 2024Q4: 543 shares; 2025Q1: 673 shares; 2025Q2: 658 shares; 2025Q3: 583 shares; 2025Q4: 569 shares; 2026Q1: 1,009 shares; 2026Q2: 734 shares 734 $541K 0.08% -275 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,422 shares; 2024Q4: 10,070 shares; 2025Q1: 9,050 shares; 2025Q2: 9,103 shares; 2025Q3: 9,070 shares; 2025Q4: 8,946 shares; 2026Q1: 6,306 shares; 2026Q2: 5,773 shares 5,773 $533K 0.07% -533 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: 1,215 shares; 2025Q3: 1,239 shares; 2025Q4: 1,288 shares; 2026Q1: 1,364 shares; 2026Q2: 1,419 shares 1,419 $530K 0.07% +55 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,124 shares; 2026Q2: 18,244 shares 18,244 $528K 0.07% +120 Timeline IEF 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: 5,300 shares 5,300 $501K 0.07% new 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; 2024Q3: 8,415 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,640 shares; 2026Q2: 12,279 shares 12,279 $493K 0.07% +3,639 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,204 shares; 2026Q2: 40,827 shares 40,827 $488K 0.07% +623 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,146 shares; 2025Q2: 3,510 shares; 2025Q3: 3,561 shares; 2025Q4: 3,949 shares; 2026Q1: 4,723 shares; 2026Q2: 4,824 shares 4,824 $478K 0.07% +101 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: 500 shares; 2024Q4: 566 shares; 2025Q1: 818 shares; 2025Q2: 980 shares; 2025Q3: 1,011 shares; 2025Q4: 6,276 shares; 2026Q1: 7,045 shares; 2026Q2: 6,635 shares 6,635 $474K 0.07% -410 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,024 shares; 2026Q2: 13,869 shares 13,869 $473K 0.07% +3,845 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 909 shares; 2024Q4: 904 shares; 2025Q1: 516 shares; 2025Q2: 1,394 shares; 2025Q3: 1,128 shares; 2025Q4: 778 shares; 2026Q1: 858 shares; 2026Q2: 939 shares 939 $471K 0.07% +81 Timeline SPYM 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: 3,440 shares; 2025Q3: 3,405 shares; 2025Q4: 5,097 shares; 2026Q1: 5,502 shares; 2026Q2: 5,307 shares 5,307 $466K 0.07% -195 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: 1,086 shares; 2024Q4: 1,129 shares; 2025Q1: 1,054 shares; 2025Q2: 1,072 shares; 2025Q3: 1,080 shares; 2025Q4: 1,086 shares; 2026Q1: 1,047 shares; 2026Q2: 1,086 shares 1,086 $463K 0.06% +39 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,114 shares; 2026Q2: 10,650 shares 10,650 $454K 0.06% +1,536 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: 2,644 shares; 2024Q4: 1,901 shares; 2025Q1: 1,949 shares; 2025Q2: 2,146 shares; 2025Q3: 2,165 shares; 2025Q4: 2,128 shares; 2026Q1: 2,153 shares; 2026Q2: 2,165 shares 2,165 $453K 0.06% +12 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 14,300 shares; 2025Q4: 14,300 shares; 2026Q1: 12,500 shares; 2026Q2: 8,900 shares 8,900 $451K 0.06% -3,600 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: not reported; 2024Q4: not reported; 2025Q1: 3,994 shares; 2025Q2: 4,332 shares; 2025Q3: 3,405 shares; 2025Q4: 4,943 shares; 2026Q1: 4,872 shares; 2026Q2: 5,508 shares 5,508 $451K 0.06% +636 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares; 2026Q2: 1,486 shares 1,486 $448K 0.06% +1,344 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,641 shares; 2024Q4: 8,466 shares; 2025Q1: 8,466 shares; 2025Q2: 8,915 shares; 2025Q3: 8,915 shares; 2025Q4: 8,915 shares; 2026Q1: 8,915 shares; 2026Q2: 8,466 shares 8,466 $447K 0.06% -449 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293 shares; 2024Q4: 300 shares; 2025Q1: 239 shares; 2025Q2: 3,597 shares; 2025Q3: 3,576 shares; 2025Q4: 3,557 shares; 2026Q1: 4,786 shares; 2026Q2: 4,745 shares 4,745 $437K 0.06% -41 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: 924 shares; 2024Q4: 1,101 shares; 2025Q1: 1,270 shares; 2025Q2: 1,585 shares; 2025Q3: 1,566 shares; 2025Q4: 1,521 shares; 2026Q1: 1,467 shares; 2026Q2: 1,553 shares 1,553 $437K 0.06% +86 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,625 shares; 2024Q4: 13,654 shares; 2025Q1: 10,505 shares; 2025Q2: 7,460 shares; 2025Q3: 7,215 shares; 2025Q4: 7,365 shares; 2026Q1: 8,242 shares; 2026Q2: 5,628 shares 5,628 $434K 0.06% -2,614 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: 9,389 shares; 2025Q2: 9,389 shares; 2025Q3: 9,913 shares; 2025Q4: 11,115 shares; 2026Q1: 9,913 shares; 2026Q2: 10,913 shares 10,913 $432K 0.06% +1,000 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,380 shares; 2024Q4: 1,412 shares; 2025Q1: 1,521 shares; 2025Q2: 1,803 shares; 2025Q3: 1,419 shares; 2025Q4: 1,399 shares; 2026Q1: 1,312 shares; 2026Q2: 5,252 shares 5,252 $423K 0.06% +3,940 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares; 2026Q2: 5,000 shares 5,000 $419K 0.06% -1,000 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,844 shares; 2024Q4: 1,817 shares; 2025Q1: not reported; 2025Q2: 2,019 shares; 2025Q3: 1,908 shares; 2025Q4: 1,860 shares; 2026Q1: 4,342 shares; 2026Q2: 4,538 shares 4,538 $416K 0.06% +196 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: 3,057 shares; 2024Q4: 2,027 shares; 2025Q1: 1,866 shares; 2025Q2: 2,269 shares; 2025Q3: 2,949 shares; 2025Q4: 2,510 shares; 2026Q1: 2,595 shares; 2026Q2: 2,510 shares 2,510 $416K 0.06% -85 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,595 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,758 shares; 2025Q3: 2,133 shares; 2025Q4: 3,937 shares; 2026Q1: 3,619 shares; 2026Q2: 2,946 shares 2,946 $409K 0.06% -673 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,103 shares; 2024Q4: 4,287 shares; 2025Q1: 3,186 shares; 2025Q2: 4,133 shares; 2025Q3: 4,130 shares; 2025Q4: 4,487 shares; 2026Q1: 4,661 shares; 2026Q2: 4,622 shares 4,622 $406K 0.06% -39 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: 23,727 shares; 2024Q4: 23,959 shares; 2025Q1: 17,917 shares; 2025Q2: 15,061 shares; 2025Q3: 3,938 shares; 2025Q4: 4,164 shares; 2026Q1: 4,370 shares; 2026Q2: 4,421 shares 4,421 $403K 0.06% +51 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,530 shares; 2025Q2: 3,928 shares; 2025Q3: 4,708 shares; 2025Q4: 4,133 shares; 2026Q1: 5,128 shares; 2026Q2: 5,495 shares 5,495 $395K 0.06% +367 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,233 shares; 2025Q3: 2,271 shares; 2025Q4: 2,243 shares; 2026Q1: 2,162 shares; 2026Q2: 2,281 shares 2,281 $387K 0.05% +119 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: 2,232 shares; 2026Q1: 3,673 shares; 2026Q2: 2,032 shares 2,032 $387K 0.05% -1,641 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: 3,166 shares; 2024Q4: 2,760 shares; 2025Q1: not reported; 2025Q2: 2,762 shares; 2025Q3: not reported; 2025Q4: 2,809 shares; 2026Q1: 2,990 shares; 2026Q2: 2,978 shares 2,978 $385K 0.05% -12 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,963 shares; 2025Q3: 1,990 shares; 2025Q4: 2,060 shares; 2026Q1: 2,088 shares; 2026Q2: 2,125 shares 2,125 $375K 0.05% +37 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: 2,747 shares; 2024Q4: 2,475 shares; 2025Q1: 2,731 shares; 2025Q2: 2,155 shares; 2025Q3: 1,794 shares; 2025Q4: 2,436 shares; 2026Q1: 2,375 shares; 2026Q2: 2,548 shares 2,548 $374K 0.05% +173 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 2,805 shares; 2026Q1: 1,829 shares; 2026Q2: 2,959 shares 2,959 $371K 0.05% +1,130 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,218 shares; 2024Q4: 1,221 shares; 2025Q1: 966 shares; 2025Q2: not reported; 2025Q3: 1,003 shares; 2025Q4: 816 shares; 2026Q1: not reported; 2026Q2: 874 shares 874 $363K 0.05% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 1,763 shares; 2025Q4: 1,516 shares; 2026Q1: 1,793 shares; 2026Q2: 1,977 shares 1,977 $358K 0.05% +184 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,932 shares; 2024Q4: 8,583 shares; 2025Q1: 9,830 shares; 2025Q2: 5,136 shares; 2025Q3: 3,794 shares; 2025Q4: 2,960 shares; 2026Q1: 2,459 shares; 2026Q2: 2,032 shares 2,032 $355K 0.05% -427 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,317 shares; 2024Q4: 1,134 shares; 2025Q1: not reported; 2025Q2: 1,204 shares; 2025Q3: 1,230 shares; 2025Q4: 1,220 shares; 2026Q1: 1,331 shares; 2026Q2: 1,432 shares 1,432 $353K 0.05% +101 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,357 shares; 2025Q2: 1,614 shares; 2025Q3: 1,614 shares; 2025Q4: 1,424 shares; 2026Q1: 1,399 shares; 2026Q2: 1,489 shares 1,489 $352K 0.05% +90 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,061 shares; 2024Q4: 2,183 shares; 2025Q1: 1,784 shares; 2025Q2: 1,961 shares; 2025Q3: 2,696 shares; 2025Q4: 2,733 shares; 2026Q1: 4,102 shares; 2026Q2: 2,602 shares 2,602 $352K 0.05% -1,500 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,399 shares 12,399 $345K 0.05% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,685 shares; 2024Q4: 7,753 shares; 2025Q1: 6,123 shares; 2025Q2: 5,822 shares; 2025Q3: 5,126 shares; 2025Q4: 4,931 shares; 2026Q1: 4,863 shares; 2026Q2: 3,536 shares 3,536 $339K 0.05% -1,327 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 294 shares; 2026Q2: 288 shares 288 $338K 0.05% -6 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,148 shares; 2025Q2: 936 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares; 2026Q2: 1,115 shares 1,115 $333K 0.05% 0 Timeline LPRE EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,425 shares; 2026Q1: 12,290 shares; 2026Q2: 10,984 shares 10,984 $331K 0.05% -1,306 Timeline LNN LINDSAY CORP More: the full row for LINDSAY 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: 1,971 shares; 2026Q1: 1,853 shares; 2026Q2: 2,638 shares 2,638 $327K 0.05% +785 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,988 shares; 2024Q4: 5,609 shares; 2025Q1: 6,138 shares; 2025Q2: 5,634 shares; 2025Q3: 8,091 shares; 2025Q4: 6,949 shares; 2026Q1: 7,280 shares; 2026Q2: 7,683 shares 7,683 $325K 0.05% +403 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 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 $319K 0.04% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,233 shares 1,233 $314K 0.04% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 991 shares; 2025Q1: 1,338 shares; 2025Q2: 1,211 shares; 2025Q3: 1,212 shares; 2025Q4: 1,135 shares; 2026Q1: 1,085 shares; 2026Q2: 1,035 shares 1,035 $311K 0.04% -50 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,648 shares; 2024Q4: 1,712 shares; 2025Q1: 1,583 shares; 2025Q2: 1,498 shares; 2025Q3: 1,511 shares; 2025Q4: 1,477 shares; 2026Q1: 1,774 shares; 2026Q2: 1,854 shares 1,854 $311K 0.04% +80 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125 shares; 2024Q4: 1,071 shares; 2025Q1: 1,104 shares; 2025Q2: 992 shares; 2025Q3: 1,004 shares; 2025Q4: 965 shares; 2026Q1: 848 shares; 2026Q2: 935 shares 935 $309K 0.04% +87 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: 1,628 shares; 2025Q3: 1,682 shares; 2025Q4: 1,709 shares; 2026Q1: 1,664 shares; 2026Q2: 1,613 shares 1,613 $306K 0.04% -51 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,020 shares; 2024Q4: 7,020 shares; 2025Q1: 7,020 shares; 2025Q2: 7,020 shares; 2025Q3: 7,020 shares; 2025Q4: 7,020 shares; 2026Q1: 7,020 shares; 2026Q2: 7,020 shares 7,020 $305K 0.04% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,693 shares; 2025Q4: 6,693 shares; 2026Q1: 9,095 shares; 2026Q2: 8,199 shares 8,199 $302K 0.04% -896 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,177 shares; 2025Q4: 8,290 shares; 2026Q1: 8,023 shares; 2026Q2: 8,122 shares 8,122 $299K 0.04% +99 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 477 shares; 2025Q1: 450 shares; 2025Q2: 456 shares; 2025Q3: 434 shares; 2025Q4: 441 shares; 2026Q1: 450 shares; 2026Q2: 463 shares 463 $294K 0.04% +13 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,937 shares; 2025Q1: 53,796 shares; 2025Q2: 76,580 shares; 2025Q3: 84,819 shares; 2025Q4: 8,052 shares; 2026Q1: 7,092 shares; 2026Q2: 6,929 shares 6,929 $290K 0.04% -163 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,220 shares; 2026Q1: 1,218 shares; 2026Q2: 1,217 shares 1,217 $289K 0.04% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,276 shares 2,276 $283K 0.04% 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: 12,870 shares; 2026Q2: 9,583 shares 9,583 $282K 0.04% -3,287 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 651 shares 651 $281K 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 2,000 shares 2,000 $280K 0.04% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,816 shares; 2024Q4: 11,922 shares; 2025Q1: 9,212 shares; 2025Q2: 15,198 shares; 2025Q3: 5,372 shares; 2025Q4: 5,324 shares; 2026Q1: 5,199 shares; 2026Q2: 4,115 shares 4,115 $278K 0.04% -1,084 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: not reported; 2024Q4: not reported; 2025Q1: 12,030 shares; 2025Q2: 7,543 shares; 2025Q3: 7,543 shares; 2025Q4: 7,543 shares; 2026Q1: 7,543 shares; 2026Q2: 7,543 shares 7,543 $278K 0.04% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,737 shares; 2024Q4: 1,908 shares; 2025Q1: 2,117 shares; 2025Q2: 1,855 shares; 2025Q3: 1,907 shares; 2025Q4: 1,924 shares; 2026Q1: 1,768 shares; 2026Q2: 1,823 shares 1,823 $276K 0.04% +55 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME 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: 21,494 shares; 2025Q4: 21,874 shares; 2026Q1: 22,128 shares; 2026Q2: 22,529 shares 22,529 $275K 0.04% +401 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583 shares; 2024Q4: 598 shares; 2025Q1: 615 shares; 2025Q2: 599 shares; 2025Q3: 528 shares; 2025Q4: not reported; 2026Q1: 487 shares; 2026Q2: 527 shares 527 $273K 0.04% +40 Timeline SOXX 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: 426 shares 426 $273K 0.04% new 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: 9,896 shares; 2025Q4: 10,582 shares; 2026Q1: 11,923 shares; 2026Q2: 11,300 shares 11,300 $272K 0.04% -623 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND 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: 2,185 shares 2,185 $272K 0.04% new 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: 17,155 shares; 2025Q1: 11,080 shares; 2025Q2: 10,787 shares; 2025Q3: 10,663 shares; 2025Q4: 10,136 shares; 2026Q1: 10,776 shares; 2026Q2: 9,812 shares 9,812 $272K 0.04% -964 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: 4,400 shares; 2026Q2: 4,493 shares 4,493 $271K 0.04% +93 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,141 shares 4,141 $267K 0.04% new Timeline DEHP 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: 6,231 shares 6,231 $266K 0.04% new Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,433 shares; 2024Q4: not reported; 2025Q1: 5,433 shares; 2025Q2: 5,433 shares; 2025Q3: 5,433 shares; 2025Q4: 5,433 shares; 2026Q1: 5,433 shares; 2026Q2: 5,433 shares 5,433 $264K 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB 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: 3,830 shares; 2026Q2: 4,554 shares 4,554 $262K 0.04% +724 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,779 shares; 2026Q1: 1,753 shares; 2026Q2: 1,883 shares 1,883 $258K 0.04% +130 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,165 shares; 2025Q2: 1,215 shares; 2025Q3: 1,219 shares; 2025Q4: 1,215 shares; 2026Q1: 1,340 shares; 2026Q2: 1,130 shares 1,130 $257K 0.04% -210 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169 shares; 2024Q4: 183 shares; 2025Q1: 185 shares; 2025Q2: 188 shares; 2025Q3: 189 shares; 2025Q4: 188 shares; 2026Q1: 185 shares; 2026Q2: 190 shares 190 $253K 0.04% +5 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,194 shares; 2026Q2: 1,191 shares 1,191 $253K 0.04% -3 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,415 shares; 2025Q3: 2,433 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares; 2026Q2: 2,415 shares 2,415 $251K 0.03% 0 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: 4,509 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 978 shares 978 $250K 0.03% new 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: 8,435 shares; 2025Q1: 9,345 shares; 2025Q2: 9,987 shares; 2025Q3: 13,125 shares; 2025Q4: 14,092 shares; 2026Q1: 12,726 shares; 2026Q2: 5,957 shares 5,957 $246K 0.03% -6,769 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: 3,109 shares; 2025Q3: 3,132 shares; 2025Q4: 3,090 shares; 2026Q1: 2,994 shares; 2026Q2: 2,931 shares 2,931 $242K 0.03% -63 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,910 shares; 2026Q1: 2,189 shares; 2026Q2: 2,041 shares 2,041 $241K 0.03% -148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,228 shares 2,228 $239K 0.03% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,571 shares; 2025Q3: 1,842 shares; 2025Q4: 1,500 shares; 2026Q1: 1,365 shares; 2026Q2: 1,580 shares 1,580 $239K 0.03% +215 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 622 shares; 2026Q2: 655 shares 655 $237K 0.03% +33 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED 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: 677 shares; 2026Q1: 691 shares; 2026Q2: 674 shares 674 $230K 0.03% -17 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: not reported; 2024Q4: 4,692 shares; 2025Q1: not reported; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 4,847 shares; 2026Q1: 3,827 shares; 2026Q2: 3,827 shares 3,827 $228K 0.03% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,280 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,300 shares; 2026Q1: not reported; 2026Q2: 3,833 shares 3,833 $227K 0.03% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,287 shares 6,287 $227K 0.03% new Timeline ACWX 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: 2,913 shares 2,913 $222K 0.03% 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: 1,291 shares; 2026Q2: 1,304 shares 1,304 $221K 0.03% +13 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 224 shares; 2025Q1: not reported; 2025Q2: 242 shares; 2025Q3: 246 shares; 2025Q4: 237 shares; 2026Q1: 236 shares; 2026Q2: 229 shares 229 $220K 0.03% -7 Timeline MRTN MARTEN TRANS LTD More: the full row for MARTEN TRANS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,571 shares; 2024Q4: 34,500 shares; 2025Q1: 62,496 shares; 2025Q2: 57,885 shares; 2025Q3: 62,043 shares; 2025Q4: 76,391 shares; 2026Q1: 73,615 shares; 2026Q2: 12,673 shares 12,673 $220K 0.03% -60,942 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: not reported; 2025Q1: 2,181 shares; 2025Q2: 2,625 shares; 2025Q3: 2,860 shares; 2025Q4: 2,368 shares; 2026Q1: 1,425 shares; 2026Q2: 925 shares 925 $218K 0.03% -500 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares; 2026Q2: 2,950 shares 2,950 $217K 0.03% -1,200 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 891 shares; 2024Q4: 960 shares; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 637 shares; 2026Q2: 583 shares 583 $216K 0.03% -54 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,730 shares; 2026Q1: not reported; 2026Q2: 2,730 shares 2,730 $212K 0.03% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417 shares; 2024Q4: 1,352 shares; 2025Q1: not reported; 2025Q2: 1,438 shares; 2025Q3: 1,546 shares; 2025Q4: 1,468 shares; 2026Q1: 1,821 shares; 2026Q2: 1,780 shares 1,780 $209K 0.03% -41 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,021 shares 4,021 $208K 0.03% new Timeline FEMR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,793 shares; 2025Q3: 29,816 shares; 2025Q4: 27,026 shares; 2026Q1: 7,814 shares; 2026Q2: 4,834 shares 4,834 $206K 0.03% -2,980 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 690 shares 690 $206K 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,343 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,432 shares 1,432 $205K 0.03% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,576 shares; 2025Q1: not reported; 2025Q2: 3,168 shares; 2025Q3: 3,201 shares; 2025Q4: 4,680 shares; 2026Q1: not reported; 2026Q2: 4,779 shares 4,779 $204K 0.03% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $202K 0.03% new Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,697 shares; 2024Q4: 18,606 shares; 2025Q1: 11,294 shares; 2025Q2: 3,938 shares; 2025Q3: 3,222 shares; 2025Q4: 3,202 shares; 2026Q1: not reported; 2026Q2: 2,401 shares 2,401 $201K 0.03% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,130 shares; 2025Q2: 18,187 shares; 2025Q3: 19,087 shares; 2025Q4: 17,848 shares; 2026Q1: 17,234 shares; 2026Q2: 14,683 shares 14,683 $196K 0.03% -2,551 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,235 shares; 2024Q4: 11,955 shares; 2025Q1: 13,310 shares; 2025Q2: 13,069 shares; 2025Q3: 12,072 shares; 2025Q4: 12,441 shares; 2026Q1: 12,439 shares; 2026Q2: 13,137 shares 13,137 $183K 0.03% +698 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,653 shares; 2025Q4: 16,873 shares; 2026Q1: 17,150 shares; 2026Q2: 17,335 shares 17,335 $148K 0.02% +185 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,908 shares; 2025Q3: 13,908 shares; 2025Q4: 13,908 shares; 2026Q1: 13,908 shares; 2026Q2: 13,908 shares 13,908 $135K 0.02% 0 Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,648 shares 10,648 $3.87K <0.01% new Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,300 shares 10,300 $3.37K <0.01% new Timeline