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: 4,216,820 shares; 2024Q4: 4,158,469 shares; 2025Q1: 4,252,363 shares; 2025Q2: 4,250,015 shares; 2025Q3: 4,107,715 shares; 2025Q4: 3,965,406 shares; 2026Q1: 3,835,945 shares; 2026Q2: 3,762,389 shares 3,762,389 $167M 12.97% -73,556 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: 472,710 shares; 2024Q4: 485,002 shares; 2025Q1: 498,059 shares; 2025Q2: 510,573 shares; 2025Q3: 463,026 shares; 2025Q4: 464,488 shares; 2026Q1: 478,643 shares; 2026Q2: 443,581 shares 443,581 $164M 12.75% -35,062 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: 310,591 shares; 2024Q4: 181,138 shares; 2025Q1: 193,905 shares; 2025Q2: 177,118 shares; 2025Q3: 185,158 shares; 2025Q4: 181,954 shares; 2026Q1: 182,387 shares; 2026Q2: 180,186 shares 180,186 $101M 7.89% -2,201 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: 1,289,402 shares; 2024Q4: 1,301,606 shares; 2025Q1: 1,314,393 shares; 2025Q2: 1,327,506 shares; 2025Q3: 1,225,412 shares; 2025Q4: 1,167,549 shares; 2026Q1: 1,120,695 shares; 2026Q2: 1,110,002 shares 1,110,002 $40.9M 3.18% -10,693 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: 357,197 shares; 2024Q4: 353,117 shares; 2025Q1: 364,993 shares; 2025Q2: 398,615 shares; 2025Q3: 434,851 shares; 2025Q4: 442,922 shares; 2026Q1: 525,132 shares; 2026Q2: 519,321 shares 519,321 $37M 2.87% -5,811 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: 55,550 shares; 2024Q4: 55,715 shares; 2025Q1: 54,181 shares; 2025Q2: 51,138 shares; 2025Q3: 50,765 shares; 2025Q4: 49,987 shares; 2026Q1: 49,688 shares; 2026Q2: 49,433 shares 49,433 $36.9M 2.87% -255 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753,371 shares; 2024Q4: 751,596 shares; 2025Q1: 745,500 shares; 2025Q2: 746,295 shares; 2025Q3: 742,223 shares; 2025Q4: 680,592 shares; 2026Q1: 641,341 shares; 2026Q2: 632,077 shares 632,077 $34.8M 2.7% -9,264 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: 121,131 shares; 2024Q4: 118,773 shares; 2025Q1: 113,768 shares; 2025Q2: 119,998 shares; 2025Q3: 119,182 shares; 2025Q4: 113,426 shares; 2026Q1: 108,549 shares; 2026Q2: 105,759 shares 105,759 $30.6M 2.38% -2,790 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: 329,235 shares; 2024Q4: 343,703 shares; 2025Q1: 346,386 shares; 2025Q2: 324,550 shares; 2025Q3: 326,725 shares; 2025Q4: 324,313 shares; 2026Q1: 322,155 shares; 2026Q2: 330,466 shares 330,466 $29.5M 2.29% +8,311 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: 48,202 shares; 2024Q4: 48,364 shares; 2025Q1: 48,189 shares; 2025Q2: 43,641 shares; 2025Q3: 43,615 shares; 2025Q4: 43,205 shares; 2026Q1: 45,306 shares; 2026Q2: 83,070 shares 83,070 $29.4M 2.28% +37,764 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: 187,538 shares; 2024Q4: 187,747 shares; 2025Q1: 189,471 shares; 2025Q2: 179,529 shares; 2025Q3: 178,806 shares; 2025Q4: 176,978 shares; 2026Q1: 195,220 shares; 2026Q2: 196,498 shares 196,498 $25.2M 1.96% +1,278 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,837 shares; 2024Q4: 362,607 shares; 2025Q1: 368,966 shares; 2025Q2: 327,483 shares; 2025Q3: 326,630 shares; 2025Q4: 305,774 shares; 2026Q1: 317,234 shares; 2026Q2: 307,986 shares 307,986 $21.5M 1.67% -9,248 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: 114,299 shares; 2024Q4: 118,568 shares; 2025Q1: 123,748 shares; 2025Q2: 134,810 shares; 2025Q3: 166,059 shares; 2025Q4: 197,205 shares; 2026Q1: 228,438 shares; 2026Q2: 239,479 shares 239,479 $20.5M 1.59% +11,041 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: 366,872 shares; 2024Q4: 375,113 shares; 2025Q1: 362,303 shares; 2025Q2: 346,935 shares; 2025Q3: 343,829 shares; 2025Q4: 288,861 shares; 2026Q1: 245,094 shares; 2026Q2: 238,454 shares 238,454 $19.5M 1.52% -6,640 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: 276,205 shares; 2024Q4: 283,487 shares; 2025Q1: 315,632 shares; 2025Q2: 404,737 shares; 2025Q3: 411,113 shares; 2025Q4: 422,874 shares; 2026Q1: 423,256 shares; 2026Q2: 447,960 shares 447,960 $18.2M 1.41% +24,704 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: 235,987 shares; 2024Q4: 237,158 shares; 2025Q1: 242,656 shares; 2025Q2: 313,025 shares; 2025Q3: 314,668 shares; 2025Q4: 316,017 shares; 2026Q1: 321,536 shares; 2026Q2: 410,189 shares 410,189 $15.3M 1.19% +88,653 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: 181,045 shares; 2024Q4: 193,412 shares; 2025Q1: 195,618 shares; 2025Q2: 159,192 shares; 2025Q3: 159,192 shares; 2025Q4: 157,604 shares; 2026Q1: 156,443 shares; 2026Q2: 157,070 shares 157,070 $15.2M 1.18% +627 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: 315,686 shares; 2024Q4: 320,433 shares; 2025Q1: 310,654 shares; 2025Q2: 393,868 shares; 2025Q3: 392,049 shares; 2025Q4: 383,489 shares; 2026Q1: 387,114 shares; 2026Q2: 386,270 shares 386,270 $15M 1.16% -844 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: 251,953 shares; 2024Q4: 304,593 shares; 2025Q1: 332,936 shares; 2025Q2: 342,279 shares; 2025Q3: 345,273 shares; 2025Q4: 345,213 shares; 2026Q1: 347,176 shares; 2026Q2: 369,260 shares 369,260 $14.8M 1.15% +22,084 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: 23,675 shares; 2024Q4: 27,904 shares; 2025Q1: 19,049 shares; 2025Q2: 25,180 shares; 2025Q3: 25,768 shares; 2025Q4: 25,305 shares; 2026Q1: 22,628 shares; 2026Q2: 150,100 shares 150,100 $12.9M 1% +127,472 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,275 shares; 2024Q4: 269,484 shares; 2025Q1: 259,522 shares; 2025Q2: 260,585 shares; 2025Q3: 266,045 shares; 2025Q4: 243,394 shares; 2026Q1: 236,652 shares; 2026Q2: 231,483 shares 231,483 $12.5M 0.97% -5,169 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: 146,758 shares; 2024Q4: 149,691 shares; 2025Q1: 155,468 shares; 2025Q2: 162,688 shares; 2025Q3: 163,661 shares; 2025Q4: 164,274 shares; 2026Q1: 203,967 shares; 2026Q2: 203,206 shares 203,206 $12.1M 0.94% -761 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: 103,169 shares; 2024Q4: 105,035 shares; 2025Q1: 108,578 shares; 2025Q2: 104,229 shares; 2025Q3: 103,304 shares; 2025Q4: 103,120 shares; 2026Q1: 129,455 shares; 2026Q2: 123,030 shares 123,030 $11.9M 0.92% -6,425 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,133 shares; 2024Q4: 315,133 shares; 2025Q1: 349,240 shares; 2025Q2: 323,240 shares; 2025Q3: 223,240 shares; 2025Q4: 223,340 shares; 2026Q1: 223,350 shares; 2026Q2: 223,340 shares 223,340 $11.7M 0.91% -10 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: 39,367 shares; 2024Q4: 36,518 shares; 2025Q1: 36,725 shares; 2025Q2: 36,826 shares; 2025Q3: 37,484 shares; 2025Q4: 37,000 shares; 2026Q1: 32,191 shares; 2026Q2: 32,487 shares 32,487 $11.6M 0.9% +296 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: 47,223 shares; 2024Q4: 44,744 shares; 2025Q1: 43,978 shares; 2025Q2: 44,625 shares; 2025Q3: 44,734 shares; 2025Q4: 44,632 shares; 2026Q1: 43,248 shares; 2026Q2: 42,939 shares 42,939 $10.2M 0.8% -309 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: 51,343 shares; 2024Q4: 48,004 shares; 2025Q1: 46,624 shares; 2025Q2: 46,624 shares; 2025Q3: 46,642 shares; 2025Q4: 45,800 shares; 2026Q1: 48,075 shares; 2026Q2: 42,081 shares 42,081 $10.2M 0.79% -5,994 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: 64,519 shares; 2024Q4: 64,166 shares; 2025Q1: 66,166 shares; 2025Q2: 64,281 shares; 2025Q3: 64,678 shares; 2025Q4: 64,280 shares; 2026Q1: 50,250 shares; 2026Q2: 46,429 shares 46,429 $9.29M 0.72% -3,821 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: 252,717 shares; 2024Q4: 258,195 shares; 2025Q1: 258,065 shares; 2025Q2: 257,023 shares; 2025Q3: 257,097 shares; 2025Q4: 252,425 shares; 2026Q1: 211,848 shares; 2026Q2: 182,122 shares 182,122 $9.21M 0.72% -29,726 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: 212,736 shares; 2024Q4: 213,030 shares; 2025Q1: 213,045 shares; 2025Q2: 222,040 shares; 2025Q3: 222,057 shares; 2025Q4: 221,792 shares; 2026Q1: 221,807 shares; 2026Q2: 220,492 shares 220,492 $9.2M 0.71% -1,315 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: 168,195 shares; 2024Q4: 167,361 shares; 2025Q1: 170,872 shares; 2025Q2: 148,370 shares; 2025Q3: 147,690 shares; 2025Q4: 124,844 shares; 2026Q1: 105,144 shares; 2026Q2: 109,860 shares 109,860 $9.05M 0.7% +4,716 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: 29,259 shares; 2024Q4: 27,456 shares; 2025Q1: 25,330 shares; 2025Q2: 24,604 shares; 2025Q3: 25,453 shares; 2025Q4: 25,399 shares; 2026Q1: 23,892 shares; 2026Q2: 23,862 shares 23,862 $8.9M 0.69% -30 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: 15,346 shares; 2024Q4: 15,374 shares; 2025Q1: 13,116 shares; 2025Q2: 11,212 shares; 2025Q3: 10,695 shares; 2025Q4: 10,716 shares; 2026Q1: 10,887 shares; 2026Q2: 10,689 shares 10,689 $8.01M 0.62% -198 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: 84,340 shares; 2024Q4: 253,984 shares; 2025Q1: 257,457 shares; 2025Q2: 261,293 shares; 2025Q3: 263,929 shares; 2025Q4: 267,490 shares; 2026Q1: 267,869 shares; 2026Q2: 266,051 shares 266,051 $7.7M 0.6% -1,818 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: 39,507 shares; 2024Q4: 39,549 shares; 2025Q1: 40,179 shares; 2025Q2: 40,179 shares; 2025Q3: 40,873 shares; 2025Q4: 41,670 shares; 2026Q1: 41,717 shares; 2026Q2: 33,529 shares 33,529 $7.31M 0.57% -8,188 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: 75,566 shares; 2024Q4: 75,881 shares; 2025Q1: 75,274 shares; 2025Q2: 76,960 shares; 2025Q3: 71,782 shares; 2025Q4: 72,263 shares; 2026Q1: 72,263 shares; 2026Q2: 70,174 shares 70,174 $7.29M 0.57% -2,089 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: 13,761 shares; 2024Q4: 15,537 shares; 2025Q1: 15,563 shares; 2025Q2: 15,012 shares; 2025Q3: 15,127 shares; 2025Q4: 18,319 shares; 2026Q1: 14,712 shares; 2026Q2: 14,406 shares 14,406 $7.21M 0.56% -306 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: 71,612 shares; 2024Q4: 77,959 shares; 2025Q1: 77,472 shares; 2025Q2: 78,420 shares; 2025Q3: 71,290 shares; 2025Q4: 59,011 shares; 2026Q1: 59,056 shares; 2026Q2: 63,201 shares 63,201 $6.51M 0.51% +4,145 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: 80,822 shares; 2024Q4: 81,091 shares; 2025Q1: 81,331 shares; 2025Q2: 80,789 shares; 2025Q3: 73,449 shares; 2025Q4: 69,915 shares; 2026Q1: 65,607 shares; 2026Q2: 65,029 shares 65,029 $5.93M 0.46% -578 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,155 shares; 2024Q4: 85,841 shares; 2025Q1: 79,563 shares; 2025Q2: 102,026 shares; 2025Q3: 118,288 shares; 2025Q4: 114,778 shares; 2026Q1: 121,414 shares; 2026Q2: 116,454 shares 116,454 $5.85M 0.45% -4,960 Timeline VGK 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: 45,645 shares; 2024Q4: 45,811 shares; 2025Q1: 45,872 shares; 2025Q2: 60,520 shares; 2025Q3: 63,703 shares; 2025Q4: 63,673 shares; 2026Q1: 62,003 shares; 2026Q2: 62,424 shares 62,424 $5.53M 0.43% +421 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: 7,497 shares; 2024Q4: 7,805 shares; 2025Q1: 7,936 shares; 2025Q2: 8,039 shares; 2025Q3: 8,093 shares; 2025Q4: 8,141 shares; 2026Q1: 10,409 shares; 2026Q2: 9,445 shares 9,445 $5.49M 0.43% -964 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 30,836 shares; 2025Q3: 30,836 shares; 2025Q4: 30,836 shares; 2026Q1: 63,740 shares; 2026Q2: 73,596 shares 73,596 $5.4M 0.42% +9,856 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: 33,939 shares; 2024Q4: 34,060 shares; 2025Q1: 34,285 shares; 2025Q2: 34,129 shares; 2025Q3: 34,731 shares; 2025Q4: 32,767 shares; 2026Q1: 21,449 shares; 2026Q2: 21,362 shares 21,362 $5.05M 0.39% -87 Timeline VGSH 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: 45,083 shares; 2024Q4: 55,432 shares; 2025Q1: 27,818 shares; 2025Q2: 43,534 shares; 2025Q3: 53,458 shares; 2025Q4: 53,439 shares; 2026Q1: 80,037 shares; 2026Q2: 85,254 shares 85,254 $4.96M 0.39% +5,217 Timeline VPL 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: 36,773 shares; 2024Q4: 36,989 shares; 2025Q1: 37,059 shares; 2025Q2: 41,325 shares; 2025Q3: 42,555 shares; 2025Q4: 42,675 shares; 2026Q1: 41,181 shares; 2026Q2: 41,181 shares 41,181 $4.76M 0.37% 0 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: 59,533 shares; 2024Q4: 59,873 shares; 2025Q1: 53,211 shares; 2025Q2: 54,887 shares; 2025Q3: 60,594 shares; 2025Q4: 65,262 shares; 2026Q1: 63,259 shares; 2026Q2: 59,251 shares 59,251 $4.68M 0.36% -4,008 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: 3,193 shares; 2026Q2: 3,991 shares 3,991 $4.61M 0.36% +798 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: 501 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $4.49M 0.35% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,591 shares; 2024Q4: 7,617 shares; 2025Q1: 31,550 shares; 2025Q2: 31,723 shares; 2025Q3: 39,720 shares; 2025Q4: 39,837 shares; 2026Q1: 47,346 shares; 2026Q2: 47,479 shares 47,479 $4.31M 0.33% +133 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,271 shares; 2024Q4: 27,370 shares; 2025Q1: 28,055 shares; 2025Q2: 29,303 shares; 2025Q3: 30,574 shares; 2025Q4: 29,346 shares; 2026Q1: 52,861 shares; 2026Q2: 54,397 shares 54,397 $3.99M 0.31% +1,536 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: 79,468 shares; 2024Q4: 79,407 shares; 2025Q1: 79,461 shares; 2025Q2: 90,906 shares; 2025Q3: 91,022 shares; 2025Q4: 91,640 shares; 2026Q1: 88,754 shares; 2026Q2: 88,999 shares 88,999 $3.67M 0.29% +245 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,022 shares; 2025Q3: 39,022 shares; 2025Q4: 39,022 shares; 2026Q1: 39,022 shares; 2026Q2: 39,022 shares 39,022 $3.62M 0.28% 0 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: 10,795 shares; 2024Q4: 10,276 shares; 2025Q1: 10,289 shares; 2025Q2: 10,310 shares; 2025Q3: 10,320 shares; 2025Q4: 10,338 shares; 2026Q1: 10,348 shares; 2026Q2: 10,358 shares 10,358 $3.56M 0.28% +10 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,591 shares; 2024Q4: 74,591 shares; 2025Q1: 74,591 shares; 2025Q2: 74,591 shares; 2025Q3: 74,591 shares; 2025Q4: 74,591 shares; 2026Q1: 74,591 shares; 2026Q2: 75,694 shares 75,694 $3.33M 0.26% +1,103 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: 30,724 shares; 2024Q4: 29,186 shares; 2025Q1: 29,224 shares; 2025Q2: 28,246 shares; 2025Q3: 28,306 shares; 2025Q4: 28,390 shares; 2026Q1: 31,916 shares; 2026Q2: 30,630 shares 30,630 $3.26M 0.25% -1,286 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: 34,071 shares; 2024Q4: 33,101 shares; 2025Q1: 35,037 shares; 2025Q2: 35,129 shares; 2025Q3: 34,852 shares; 2025Q4: 34,979 shares; 2026Q1: 35,051 shares; 2026Q2: 23,797 shares 23,797 $3.25M 0.25% -11,254 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: 20,335 shares; 2024Q4: 20,364 shares; 2025Q1: 21,666 shares; 2025Q2: 19,475 shares; 2025Q3: 20,424 shares; 2025Q4: 20,346 shares; 2026Q1: 20,322 shares; 2026Q2: 18,801 shares 18,801 $3.12M 0.24% -1,521 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: 17,588 shares; 2024Q4: 22,882 shares; 2025Q1: 23,282 shares; 2025Q2: 23,932 shares; 2025Q3: 22,882 shares; 2025Q4: 22,432 shares; 2026Q1: 21,822 shares; 2026Q2: 21,859 shares 21,859 $3.05M 0.24% +37 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: 11,668 shares; 2024Q4: 11,742 shares; 2025Q1: 11,052 shares; 2025Q2: 7,092 shares; 2025Q3: 7,853 shares; 2025Q4: 7,440 shares; 2026Q1: 7,694 shares; 2026Q2: 6,936 shares 6,936 $2.92M 0.23% -758 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: 32,106 shares; 2024Q4: 29,861 shares; 2025Q1: 29,530 shares; 2025Q2: 29,581 shares; 2025Q3: 24,019 shares; 2025Q4: 22,613 shares; 2026Q1: 24,893 shares; 2026Q2: 23,206 shares 23,206 $2.9M 0.22% -1,687 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,845 shares; 2024Q4: 27,437 shares; 2025Q1: 26,525 shares; 2025Q2: 26,570 shares; 2025Q3: 26,149 shares; 2025Q4: 26,092 shares; 2026Q1: 23,568 shares; 2026Q2: 20,865 shares 20,865 $2.85M 0.22% -2,703 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: 30,658 shares; 2024Q4: 29,626 shares; 2025Q1: 28,567 shares; 2025Q2: 28,770 shares; 2025Q3: 31,091 shares; 2025Q4: 33,179 shares; 2026Q1: 33,229 shares; 2026Q2: 33,191 shares 33,191 $2.78M 0.22% -38 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,399 shares; 2024Q4: 29,449 shares; 2025Q1: 31,398 shares; 2025Q2: 34,515 shares; 2025Q3: 30,059 shares; 2025Q4: 26,491 shares; 2026Q1: 28,654 shares; 2026Q2: 28,923 shares 28,923 $2.76M 0.21% +269 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: 16,635 shares; 2024Q4: 16,607 shares; 2025Q1: 16,650 shares; 2025Q2: 16,694 shares; 2025Q3: 16,786 shares; 2025Q4: 16,742 shares; 2026Q1: 16,775 shares; 2026Q2: 16,763 shares 16,763 $2.75M 0.21% -12 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: 63,549 shares; 2024Q4: 63,671 shares; 2025Q1: 57,026 shares; 2025Q2: 62,983 shares; 2025Q3: 71,044 shares; 2025Q4: 71,450 shares; 2026Q1: 67,749 shares; 2026Q2: 67,870 shares 67,870 $2.73M 0.21% +121 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: 10,188 shares; 2024Q4: 10,145 shares; 2025Q1: 10,113 shares; 2025Q2: 10,150 shares; 2025Q3: 10,246 shares; 2025Q4: 10,175 shares; 2026Q1: 10,601 shares; 2026Q2: 10,612 shares 10,612 $2.7M 0.21% +11 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: 2,469 shares; 2024Q4: 2,527 shares; 2025Q1: 1,994 shares; 2025Q2: 2,712 shares; 2025Q3: 3,231 shares; 2025Q4: 3,235 shares; 2026Q1: 2,762 shares; 2026Q2: 21,041 shares 21,041 $2.51M 0.2% +18,279 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: 4,291 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,935 shares; 2025Q3: 3,503 shares; 2025Q4: 34,990 shares; 2026Q1: 35,533 shares; 2026Q2: 35,203 shares 35,203 $2.51M 0.2% -330 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,390 shares; 2024Q4: 17,242 shares; 2025Q1: 21,717 shares; 2025Q2: 25,849 shares; 2025Q3: 29,918 shares; 2025Q4: 31,370 shares; 2026Q1: 32,370 shares; 2026Q2: 31,875 shares 31,875 $2.41M 0.19% -495 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: 790 shares; 2024Q4: 790 shares; 2025Q1: 13,464 shares; 2025Q2: 13,502 shares; 2025Q3: 19,184 shares; 2025Q4: 13,578 shares; 2026Q1: 13,660 shares; 2026Q2: 25,513 shares 25,513 $2.24M 0.17% +11,853 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: 4,494 shares; 2024Q4: 4,495 shares; 2025Q1: 4,438 shares; 2025Q2: 4,439 shares; 2025Q3: 4,440 shares; 2025Q4: 4,442 shares; 2026Q1: 4,473 shares; 2026Q2: 17,893 shares 17,893 $2.22M 0.17% +13,420 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: 40,706 shares; 2024Q4: 44,091 shares; 2025Q1: 44,234 shares; 2025Q2: 44,914 shares; 2025Q3: 51,093 shares; 2025Q4: 51,042 shares; 2026Q1: 50,790 shares; 2026Q2: 51,814 shares 51,814 $2.21M 0.17% +1,024 Timeline AVRE 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: 57,408 shares; 2024Q4: 57,659 shares; 2025Q1: 58,113 shares; 2025Q2: 51,481 shares; 2025Q3: 51,418 shares; 2025Q4: 51,204 shares; 2026Q1: 49,634 shares; 2026Q2: 46,091 shares 46,091 $2.18M 0.17% -3,543 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 18,343 shares; 2025Q2: 18,443 shares; 2025Q3: 18,505 shares; 2025Q4: 18,576 shares; 2026Q1: 25,389 shares; 2026Q2: 25,505 shares 25,505 $2.11M 0.16% +116 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,342 shares; 2024Q4: 9,301 shares; 2025Q1: 9,385 shares; 2025Q2: 13,399 shares; 2025Q3: 13,382 shares; 2025Q4: 13,466 shares; 2026Q1: 12,840 shares; 2026Q2: 12,904 shares 12,904 $2.04M 0.16% +64 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,826 shares; 2024Q4: 12,500 shares; 2025Q1: 12,449 shares; 2025Q2: 15,701 shares; 2025Q3: 15,748 shares; 2025Q4: 15,595 shares; 2026Q1: 11,016 shares; 2026Q2: 10,867 shares 10,867 $2.01M 0.16% -149 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: 13,676 shares; 2024Q4: 10,753 shares; 2025Q1: 13,162 shares; 2025Q2: 13,249 shares; 2025Q3: 13,376 shares; 2025Q4: 11,572 shares; 2026Q1: 11,595 shares; 2026Q2: 11,064 shares 11,064 $2M 0.16% -531 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,663 shares; 2024Q4: 26,665 shares; 2025Q1: 26,666 shares; 2025Q2: 37,817 shares; 2025Q3: 37,765 shares; 2025Q4: 37,802 shares; 2026Q1: 37,899 shares; 2026Q2: 37,933 shares 37,933 $1.96M 0.15% +34 Timeline VCIT 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: 26,290 shares; 2024Q4: 26,335 shares; 2025Q1: 26,077 shares; 2025Q2: 25,624 shares; 2025Q3: 25,888 shares; 2025Q4: 22,693 shares; 2026Q1: 22,865 shares; 2026Q2: 23,274 shares 23,274 $1.92M 0.15% +409 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,341 shares; 2024Q4: 9,390 shares; 2025Q1: 9,443 shares; 2025Q2: 9,443 shares; 2025Q3: 9,485 shares; 2025Q4: 9,522 shares; 2026Q1: 9,566 shares; 2026Q2: 9,604 shares 9,604 $1.9M 0.15% +38 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: 7,363 shares; 2024Q4: 7,369 shares; 2025Q1: 7,373 shares; 2025Q2: 7,380 shares; 2025Q3: 7,387 shares; 2025Q4: 7,433 shares; 2026Q1: 7,439 shares; 2026Q2: 7,444 shares 7,444 $1.8M 0.14% +5 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: 4,236 shares; 2024Q4: 4,250 shares; 2025Q1: 4,233 shares; 2025Q2: 4,416 shares; 2025Q3: 4,434 shares; 2025Q4: 1,837 shares; 2026Q1: 1,836 shares; 2026Q2: 1,688 shares 1,688 $1.8M 0.14% -148 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $1.7M 0.13% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,472 shares; 2024Q4: 1,472 shares; 2025Q1: 2,991 shares; 2025Q2: 2,991 shares; 2025Q3: 3,166 shares; 2025Q4: 3,075 shares; 2026Q1: 3,393 shares; 2026Q2: 3,489 shares 3,489 $1.67M 0.13% +96 Timeline VNQI 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: 43,767 shares; 2024Q4: 45,331 shares; 2025Q1: 44,210 shares; 2025Q2: 44,382 shares; 2025Q3: 44,382 shares; 2025Q4: 45,030 shares; 2026Q1: 38,198 shares; 2026Q2: 37,072 shares 37,072 $1.66M 0.13% -1,126 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: 16,970 shares; 2024Q4: 16,972 shares; 2025Q1: 19,252 shares; 2025Q2: 16,976 shares; 2025Q3: 17,099 shares; 2025Q4: 15,751 shares; 2026Q1: 14,706 shares; 2026Q2: 14,110 shares 14,110 $1.66M 0.13% -596 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: 5,283 shares; 2024Q4: 5,289 shares; 2025Q1: 5,442 shares; 2025Q2: 5,299 shares; 2025Q3: 5,572 shares; 2025Q4: 5,456 shares; 2026Q1: 5,311 shares; 2026Q2: 5,277 shares 5,277 $1.59M 0.12% -34 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,159 shares; 2024Q4: 20,191 shares; 2025Q1: 19,457 shares; 2025Q2: 19,507 shares; 2025Q3: 19,507 shares; 2025Q4: 19,572 shares; 2026Q1: 19,572 shares; 2026Q2: 19,220 shares 19,220 $1.58M 0.12% -352 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: 5,537 shares; 2024Q4: 5,541 shares; 2025Q1: 5,509 shares; 2025Q2: 5,513 shares; 2025Q3: 5,539 shares; 2025Q4: 4,829 shares; 2026Q1: 4,809 shares; 2026Q2: 4,812 shares 4,812 $1.58M 0.12% +3 Timeline XLE 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: 13,796 shares; 2024Q4: 13,813 shares; 2025Q1: 13,829 shares; 2025Q2: 13,846 shares; 2025Q3: 13,863 shares; 2025Q4: 27,748 shares; 2026Q1: 27,775 shares; 2026Q2: 27,792 shares 27,792 $1.48M 0.11% +17 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: 5,321 shares; 2024Q4: 5,328 shares; 2025Q1: 5,337 shares; 2025Q2: 7,074 shares; 2025Q3: 7,083 shares; 2025Q4: 6,699 shares; 2026Q1: 6,708 shares; 2026Q2: 6,715 shares 6,715 $1.43M 0.11% +7 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: 11,460 shares; 2024Q4: 11,212 shares; 2025Q1: 11,212 shares; 2025Q2: 11,202 shares; 2025Q3: 11,174 shares; 2025Q4: 11,236 shares; 2026Q1: 11,236 shares; 2026Q2: 11,267 shares 11,267 $1.4M 0.11% +31 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: 4,003 shares; 2024Q4: 4,024 shares; 2025Q1: 4,033 shares; 2025Q2: 3,337 shares; 2025Q3: 6,483 shares; 2025Q4: 8,390 shares; 2026Q1: 8,751 shares; 2026Q2: 8,785 shares 8,785 $1.38M 0.11% +34 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,480 shares; 2024Q4: 5,510 shares; 2025Q1: 5,516 shares; 2025Q2: 4,792 shares; 2025Q3: 12,166 shares; 2025Q4: 13,200 shares; 2026Q1: 13,200 shares; 2026Q2: 13,292 shares 13,292 $1.36M 0.11% +92 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: 5,623 shares; 2024Q4: 5,658 shares; 2025Q1: 4,220 shares; 2025Q2: 4,220 shares; 2025Q3: 4,345 shares; 2025Q4: 4,371 shares; 2026Q1: 4,386 shares; 2026Q2: 4,398 shares 4,398 $1.33M 0.1% +12 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,124 shares; 2024Q4: 12,146 shares; 2025Q1: 12,146 shares; 2025Q2: 12,160 shares; 2025Q3: 12,160 shares; 2025Q4: 12,300 shares; 2026Q1: 12,300 shares; 2026Q2: 13,006 shares 13,006 $1.33M 0.1% +706 Timeline SJNK 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: 36,721 shares; 2024Q4: 51,190 shares; 2025Q1: 51,538 shares; 2025Q2: 52,095 shares; 2025Q3: 52,632 shares; 2025Q4: 53,331 shares; 2026Q1: 53,683 shares; 2026Q2: 52,280 shares 52,280 $1.31M 0.1% -1,403 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: 8,966 shares; 2024Q4: 8,966 shares; 2025Q1: 8,966 shares; 2025Q2: 8,966 shares; 2025Q3: 8,966 shares; 2025Q4: 8,845 shares; 2026Q1: 8,845 shares; 2026Q2: 8,845 shares 8,845 $1.31M 0.1% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,058 shares; 2024Q4: 14,842 shares; 2025Q1: 14,376 shares; 2025Q2: 14,376 shares; 2025Q3: 14,112 shares; 2025Q4: 14,115 shares; 2026Q1: 13,828 shares; 2026Q2: 12,835 shares 12,835 $1.3M 0.1% -993 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: 15,370 shares; 2024Q4: 15,451 shares; 2025Q1: 12,798 shares; 2025Q2: 14,522 shares; 2025Q3: 13,360 shares; 2025Q4: 12,900 shares; 2026Q1: 11,022 shares; 2026Q2: 10,825 shares 10,825 $1.26M 0.1% -197 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,234 shares; 2024Q4: 6,734 shares; 2025Q1: 11,421 shares; 2025Q2: 11,922 shares; 2025Q3: 15,794 shares; 2025Q4: 20,120 shares; 2026Q1: 32,603 shares; 2026Q2: 36,246 shares 36,246 $1.21M 0.09% +3,643 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: 18,184 shares; 2024Q4: 38,501 shares; 2025Q1: 39,632 shares; 2025Q2: 39,891 shares; 2025Q3: 40,808 shares; 2025Q4: 42,933 shares; 2026Q1: 43,088 shares; 2026Q2: 43,347 shares 43,347 $1.2M 0.09% +259 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,706 shares; 2024Q4: 21,878 shares; 2025Q1: 21,878 shares; 2025Q2: 23,686 shares; 2025Q3: 22,429 shares; 2025Q4: 22,109 shares; 2026Q1: 22,026 shares; 2026Q2: 17,348 shares 17,348 $1.19M 0.09% -4,678 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: 4,567 shares; 2024Q4: 4,731 shares; 2025Q1: 4,798 shares; 2025Q2: 4,807 shares; 2025Q3: 4,817 shares; 2025Q4: 4,827 shares; 2026Q1: 4,150 shares; 2026Q2: 3,955 shares 3,955 $1.18M 0.09% -195 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: 123 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 574 shares; 2025Q3: 754 shares; 2025Q4: 1,045 shares; 2026Q1: 1,278 shares; 2026Q2: 1,781 shares 1,781 $1.17M 0.09% +503 Timeline VUSB 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: 13,927 shares; 2024Q4: 16,864 shares; 2025Q1: 16,888 shares; 2025Q2: 29,893 shares; 2025Q3: 30,617 shares; 2025Q4: 26,141 shares; 2026Q1: 22,844 shares; 2026Q2: 22,904 shares 22,904 $1.14M 0.09% +60 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: 7,058 shares; 2024Q4: 7,059 shares; 2025Q1: 7,000 shares; 2025Q2: 6,967 shares; 2025Q3: 6,983 shares; 2025Q4: 6,846 shares; 2026Q1: 7,528 shares; 2026Q2: 7,530 shares 7,530 $1.1M 0.09% +2 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 1,715 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,713 shares; 2026Q1: 6,137 shares; 2026Q2: 6,137 shares 6,137 $1.08M 0.08% 0 Timeline VGIT 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: 16,032 shares; 2024Q4: 27,260 shares; 2025Q1: 24,287 shares; 2025Q2: 24,393 shares; 2025Q3: 17,829 shares; 2025Q4: 17,951 shares; 2026Q1: 18,020 shares; 2026Q2: 18,254 shares 18,254 $1.08M 0.08% +234 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: 1,588 shares; 2024Q4: 1,513 shares; 2025Q1: 1,513 shares; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares; 2025Q4: 1,417 shares; 2026Q1: 1,187 shares; 2026Q2: 1,112 shares 1,112 $1.04M 0.08% -75 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: 821 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 835 shares; 2026Q2: 856 shares 856 $1.03M 0.08% +21 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,879 shares; 2024Q4: 14,882 shares; 2025Q1: 14,885 shares; 2025Q2: 14,887 shares; 2025Q3: 14,890 shares; 2025Q4: 14,368 shares; 2026Q1: 10,535 shares; 2026Q2: 10,538 shares 10,538 $1.02M 0.08% +3 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: 4,748 shares; 2024Q4: 4,310 shares; 2025Q1: 4,321 shares; 2025Q2: 4,322 shares; 2025Q3: 4,340 shares; 2025Q4: 4,013 shares; 2026Q1: 3,996 shares; 2026Q2: 3,996 shares 3,996 $1.01M 0.08% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,816 shares; 2024Q4: 3,798 shares; 2025Q1: 3,703 shares; 2025Q2: 3,619 shares; 2025Q3: 3,720 shares; 2025Q4: 3,717 shares; 2026Q1: 3,706 shares; 2026Q2: 3,715 shares 3,715 $1M 0.08% +9 Timeline MGV 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: 4,642 shares; 2024Q4: 4,654 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,677 shares; 2025Q4: 5,321 shares; 2026Q1: 6,070 shares; 2026Q2: 6,097 shares 6,097 $997K 0.08% +27 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: 14,320 shares; 2024Q4: 11,970 shares; 2025Q1: 11,885 shares; 2025Q2: 11,758 shares; 2025Q3: 11,824 shares; 2025Q4: 10,359 shares; 2026Q1: 10,322 shares; 2026Q2: 8,592 shares 8,592 $973K 0.08% -1,730 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,174 shares; 2024Q4: 2,187 shares; 2025Q1: 2,200 shares; 2025Q2: 2,215 shares; 2025Q3: 2,342 shares; 2025Q4: 2,357 shares; 2026Q1: 2,372 shares; 2026Q2: 2,386 shares 2,386 $960K 0.07% +14 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,192 shares; 2024Q4: 31,834 shares; 2025Q1: 31,411 shares; 2025Q2: 31,435 shares; 2025Q3: 31,456 shares; 2025Q4: 31,543 shares; 2026Q1: 28,496 shares; 2026Q2: 6,159 shares 6,159 $950K 0.07% -22,337 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: 1,531 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares; 2026Q1: 1,481 shares; 2026Q2: 1,481 shares 1,481 $939K 0.07% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,277 shares; 2024Q4: 3,279 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,295 shares; 2025Q4: 2,755 shares; 2026Q1: 2,738 shares; 2026Q2: 2,738 shares 2,738 $939K 0.07% 0 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: 16,664 shares; 2024Q4: 17,871 shares; 2025Q1: 18,288 shares; 2025Q2: 18,531 shares; 2025Q3: 18,725 shares; 2025Q4: 16,261 shares; 2026Q1: 16,404 shares; 2026Q2: 16,574 shares 16,574 $936K 0.07% +170 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: 7,089 shares; 2024Q4: 7,786 shares; 2025Q1: 7,804 shares; 2025Q2: 7,825 shares; 2025Q3: 7,195 shares; 2025Q4: 7,220 shares; 2026Q1: 7,228 shares; 2026Q2: 6,280 shares 6,280 $931K 0.07% -948 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: 3,362 shares; 2024Q4: 3,342 shares; 2025Q1: 3,298 shares; 2025Q2: 3,281 shares; 2025Q3: 3,268 shares; 2025Q4: 3,268 shares; 2026Q1: 3,276 shares; 2026Q2: 3,277 shares 3,277 $921K 0.07% +1 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 564 shares; 2026Q1: 673 shares; 2026Q2: 675 shares 675 $918K 0.07% +2 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: 34,811 shares; 2024Q4: 34,314 shares; 2025Q1: 34,314 shares; 2025Q2: 34,314 shares; 2025Q3: 32,980 shares; 2025Q4: 32,980 shares; 2026Q1: 32,980 shares; 2026Q2: 22,615 shares 22,615 $910K 0.07% -10,365 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: 4,808 shares; 2024Q4: 4,813 shares; 2025Q1: 4,226 shares; 2025Q2: 4,230 shares; 2025Q3: 4,235 shares; 2025Q4: 4,095 shares; 2026Q1: 4,098 shares; 2026Q2: 4,102 shares 4,102 $907K 0.07% +4 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: 11,789 shares; 2024Q4: 11,810 shares; 2025Q1: 11,823 shares; 2025Q2: 11,842 shares; 2025Q3: 11,862 shares; 2025Q4: 11,787 shares; 2026Q1: 11,702 shares; 2026Q2: 11,484 shares 11,484 $886K 0.07% -218 Timeline SPIB 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: 25,510 shares; 2024Q4: 25,510 shares; 2025Q1: 25,510 shares; 2025Q2: 25,510 shares; 2025Q3: 26,441 shares; 2025Q4: 26,441 shares; 2026Q1: 26,441 shares; 2026Q2: 26,441 shares 26,441 $885K 0.07% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 2,309 shares; 2025Q1: 2,249 shares; 2025Q2: 2,544 shares; 2025Q3: 2,344 shares; 2025Q4: 2,258 shares; 2026Q1: 2,249 shares; 2026Q2: 2,084 shares 2,084 $866K 0.07% -165 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: 11,037 shares; 2024Q4: 11,154 shares; 2025Q1: 10,735 shares; 2025Q2: 10,908 shares; 2025Q3: 10,908 shares; 2025Q4: 11,050 shares; 2026Q1: 11,063 shares; 2026Q2: 11,174 shares 11,174 $865K 0.07% +111 Timeline AVSF 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: 26,670 shares; 2024Q4: 24,868 shares; 2025Q1: 25,558 shares; 2025Q2: 25,654 shares; 2025Q3: 25,727 shares; 2025Q4: 25,829 shares; 2026Q1: 19,665 shares; 2026Q2: 18,398 shares 18,398 $857K 0.07% -1,267 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 878 shares; 2025Q1: 878 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 3,885 shares; 2026Q2: 3,880 shares 3,880 $847K 0.07% -5 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: 9,823 shares; 2024Q4: 9,823 shares; 2025Q1: 8,723 shares; 2025Q2: 8,723 shares; 2025Q3: 8,673 shares; 2025Q4: 8,643 shares; 2026Q1: 8,643 shares; 2026Q2: 7,188 shares 7,188 $821K 0.06% -1,455 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: 3,688 shares; 2024Q4: 3,649 shares; 2025Q1: 3,649 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,651 shares; 2026Q1: 3,651 shares; 2026Q2: 3,652 shares 3,652 $805K 0.06% +1 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,185 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares; 2026Q2: 1,085 shares 1,085 $774K 0.06% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,500 shares; 2024Q4: 8,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,814 shares; 2025Q3: 13,212 shares; 2025Q4: 13,925 shares; 2026Q1: 14,471 shares; 2026Q2: 14,471 shares 14,471 $774K 0.06% 0 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: 15,526 shares; 2025Q3: 15,647 shares; 2025Q4: 15,825 shares; 2026Q1: 15,860 shares; 2026Q2: 15,985 shares 15,985 $763K 0.06% +125 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: 20,789 shares; 2024Q4: 21,098 shares; 2025Q1: 21,108 shares; 2025Q2: 21,135 shares; 2025Q3: 21,145 shares; 2025Q4: 19,636 shares; 2026Q1: 19,645 shares; 2026Q2: 21,850 shares 21,850 $746K 0.06% +2,205 Timeline DFAR 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: 11,932 shares; 2024Q4: 12,020 shares; 2025Q1: 12,024 shares; 2025Q2: 21,979 shares; 2025Q3: 21,998 shares; 2025Q4: 19,356 shares; 2026Q1: 21,984 shares; 2026Q2: 28,318 shares 28,318 $741K 0.06% +6,334 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 705 shares; 2025Q2: 706 shares; 2025Q3: 707 shares; 2025Q4: 1,303 shares; 2026Q1: 1,417 shares; 2026Q2: 8,875 shares 8,875 $733K 0.06% +7,458 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: 4,573 shares; 2024Q4: 4,746 shares; 2025Q1: 5,047 shares; 2025Q2: 4,911 shares; 2025Q3: 4,924 shares; 2025Q4: 4,925 shares; 2026Q1: 4,914 shares; 2026Q2: 4,916 shares 4,916 $720K 0.06% +2 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: 12,900 shares; 2024Q4: 12,915 shares; 2025Q1: 12,915 shares; 2025Q2: 12,933 shares; 2025Q3: 12,933 shares; 2025Q4: 13,300 shares; 2026Q1: 13,300 shares; 2026Q2: 14,187 shares 14,187 $715K 0.06% +887 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: 1,766 shares; 2024Q4: 2,272 shares; 2025Q1: 1,778 shares; 2025Q2: 2,060 shares; 2025Q3: 2,067 shares; 2025Q4: 2,074 shares; 2026Q1: 2,080 shares; 2026Q2: 2,086 shares 2,086 $711K 0.06% +6 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: 3,095 shares; 2024Q4: 3,102 shares; 2025Q1: 3,111 shares; 2025Q2: 3,120 shares; 2025Q3: 3,129 shares; 2025Q4: 3,137 shares; 2026Q1: 3,145 shares; 2026Q2: 3,152 shares 3,152 $707K 0.05% +7 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,593 shares; 2024Q4: 13,649 shares; 2025Q1: 13,673 shares; 2025Q2: 13,154 shares; 2025Q3: 12,815 shares; 2025Q4: 12,660 shares; 2026Q1: 13,864 shares; 2026Q2: 13,648 shares 13,648 $697K 0.05% -216 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: 3,898 shares; 2024Q4: 3,898 shares; 2025Q1: 3,898 shares; 2025Q2: 3,934 shares; 2025Q3: 3,967 shares; 2025Q4: 3,667 shares; 2026Q1: 3,634 shares; 2026Q2: 3,634 shares 3,634 $689K 0.05% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,973 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 2,973 shares; 2025Q3: 2,973 shares; 2025Q4: 2,973 shares; 2026Q1: 2,973 shares; 2026Q2: 2,973 shares 2,973 $675K 0.05% 0 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: 25,333 shares; 2024Q4: 25,173 shares; 2025Q1: 17,846 shares; 2025Q2: 19,172 shares; 2025Q3: 21,414 shares; 2025Q4: 20,836 shares; 2026Q1: 20,271 shares; 2026Q2: 19,139 shares 19,139 $670K 0.05% -1,132 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: 27,647 shares; 2024Q4: 27,716 shares; 2025Q1: 27,815 shares; 2025Q2: 33,149 shares; 2025Q3: 33,278 shares; 2025Q4: 28,858 shares; 2026Q1: 27,034 shares; 2026Q2: 16,606 shares 16,606 $657K 0.05% -10,428 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,283 shares; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares; 2026Q1: 1,283 shares; 2026Q2: 1,283 shares 1,283 $653K 0.05% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,860 shares; 2024Q4: 7,869 shares; 2025Q1: 7,869 shares; 2025Q2: 7,873 shares; 2025Q3: 7,979 shares; 2025Q4: 7,988 shares; 2026Q1: 7,890 shares; 2026Q2: 7,895 shares 7,895 $642K 0.05% +5 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: 1,308 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,310 shares; 2025Q3: 1,321 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 1,236 shares 1,236 $635K 0.05% -36 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,019 shares; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: 3,064 shares; 2025Q3: 3,078 shares; 2025Q4: 3,095 shares; 2026Q1: 8,795 shares; 2026Q2: 10,000 shares 10,000 $627K 0.05% +1,205 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,600 shares; 2024Q4: 18,600 shares; 2025Q1: 18,600 shares; 2025Q2: 18,600 shares; 2025Q3: 18,600 shares; 2025Q4: 18,600 shares; 2026Q1: 18,600 shares; 2026Q2: 18,600 shares 18,600 $616K 0.05% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,485 shares; 2024Q4: 17,849 shares; 2025Q1: 18,047 shares; 2025Q2: 18,435 shares; 2025Q3: 18,729 shares; 2025Q4: 19,080 shares; 2026Q1: 19,206 shares; 2026Q2: 19,395 shares 19,395 $591K 0.05% +189 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares; 2026Q2: 2,310 shares 2,310 $591K 0.05% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,900 shares; 2024Q4: 4,617 shares; 2025Q1: 4,519 shares; 2025Q2: 4,499 shares; 2025Q3: 4,564 shares; 2025Q4: 4,577 shares; 2026Q1: 4,536 shares; 2026Q2: 4,546 shares 4,546 $584K 0.05% +10 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: 1,604 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,604 shares; 2026Q2: 1,604 shares 1,604 $566K 0.04% 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: 6,333 shares; 2024Q4: 6,384 shares; 2025Q1: 6,410 shares; 2025Q2: 6,451 shares; 2025Q3: 6,493 shares; 2025Q4: 6,378 shares; 2026Q1: 6,405 shares; 2026Q2: 7,167 shares 7,167 $558K 0.04% +762 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: 7,980 shares; 2026Q1: 14,785 shares; 2026Q2: 15,044 shares 15,044 $557K 0.04% +259 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: 6,429 shares; 2024Q4: 6,401 shares; 2025Q1: 6,461 shares; 2025Q2: 6,635 shares; 2025Q3: 6,664 shares; 2025Q4: 4,062 shares; 2026Q1: 4,067 shares; 2026Q2: 4,071 shares 4,071 $551K 0.04% +4 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,755 shares; 2024Q4: 35,519 shares; 2025Q1: 34,022 shares; 2025Q2: 33,814 shares; 2025Q3: 33,824 shares; 2025Q4: 33,778 shares; 2026Q1: 12,424 shares; 2026Q2: 12,434 shares 12,434 $550K 0.04% +10 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,582 shares; 2024Q4: 11,582 shares; 2025Q1: 11,582 shares; 2025Q2: 11,582 shares; 2025Q3: 11,582 shares; 2025Q4: 11,582 shares; 2026Q1: 11,582 shares; 2026Q2: 11,582 shares 11,582 $543K 0.04% 0 Timeline AVDS 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: 7,589 shares; 2024Q4: 7,044 shares; 2025Q1: 7,044 shares; 2025Q2: 7,044 shares; 2025Q3: 7,044 shares; 2025Q4: 7,044 shares; 2026Q1: 7,128 shares; 2026Q2: 7,128 shares 7,128 $536K 0.04% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 852 shares; 2025Q1: 854 shares; 2025Q2: 855 shares; 2025Q3: 856 shares; 2025Q4: 757 shares; 2026Q1: 759 shares; 2026Q2: 759 shares 759 $534K 0.04% 0 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,000 shares; 2024Q4: 175,000 shares; 2025Q1: 175,000 shares; 2025Q2: 175,000 shares; 2025Q3: 175,000 shares; 2025Q4: 175,000 shares; 2026Q1: 175,000 shares; 2026Q2: 175,000 shares 175,000 $525K 0.04% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,073 shares; 2024Q4: 2,773 shares; 2025Q1: 2,773 shares; 2025Q2: 2,773 shares; 2025Q3: 2,773 shares; 2025Q4: 2,773 shares; 2026Q1: 2,773 shares; 2026Q2: 2,620 shares 2,620 $524K 0.04% -153 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,851 shares; 2024Q4: 2,899 shares; 2025Q1: 2,912 shares; 2025Q2: 2,912 shares; 2025Q3: 2,914 shares; 2025Q4: 2,919 shares; 2026Q1: 1,714 shares; 2026Q2: 1,706 shares 1,706 $523K 0.04% -8 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,121 shares; 2025Q1: 2,189 shares; 2025Q2: 5,407 shares; 2025Q3: 5,463 shares; 2025Q4: 5,539 shares; 2026Q1: 5,570 shares; 2026Q2: 5,619 shares 5,619 $515K 0.04% +49 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares; 2026Q2: 1,304 shares 1,304 $514K 0.04% 0 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: 2,065 shares; 2024Q4: 2,065 shares; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 2,065 shares; 2026Q2: 2,065 shares 2,065 $508K 0.04% 0 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: 6,632 shares; 2024Q4: 6,632 shares; 2025Q1: 6,481 shares; 2025Q2: 6,481 shares; 2025Q3: 6,536 shares; 2025Q4: 5,836 shares; 2026Q1: 5,781 shares; 2026Q2: 5,781 shares 5,781 $507K 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: 13,548 shares; 2024Q4: 13,562 shares; 2025Q1: 13,576 shares; 2025Q2: 13,591 shares; 2025Q3: 6,122 shares; 2025Q4: 6,137 shares; 2026Q1: 6,152 shares; 2026Q2: 6,062 shares 6,062 $501K 0.04% -90 Timeline GDX 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: 6,601 shares; 2024Q4: 6,677 shares; 2025Q1: 6,578 shares; 2025Q2: 6,578 shares; 2025Q3: 6,578 shares; 2025Q4: 6,623 shares; 2026Q1: 6,623 shares; 2026Q2: 6,623 shares 6,623 $500K 0.04% 0 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: 1,280 shares; 2024Q4: 1,354 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,358 shares; 2025Q4: 1,362 shares; 2026Q1: 1,363 shares; 2026Q2: 1,364 shares 1,364 $499K 0.04% +1 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $492K 0.04% 0 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 1,000 shares 1,000 $491K 0.04% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 11,800 shares; 2026Q2: 10,129 shares 10,129 $487K 0.04% -1,671 Timeline LGLV 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: 2,719 shares; 2024Q4: 2,719 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares; 2025Q4: 2,719 shares; 2026Q1: 2,666 shares; 2026Q2: 2,666 shares 2,666 $484K 0.04% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,489 shares; 2024Q4: 11,489 shares; 2025Q1: 11,558 shares; 2025Q2: 11,558 shares; 2025Q3: 11,558 shares; 2025Q4: 10,763 shares; 2026Q1: 10,850 shares; 2026Q2: 10,621 shares 10,621 $464K 0.04% -229 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,283 shares; 2025Q1: 2,264 shares; 2025Q2: 2,219 shares; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares; 2026Q2: 2,174 shares 2,174 $449K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,631 shares; 2026Q2: 1,631 shares 1,631 $444K 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares; 2026Q2: 1,118 shares 1,118 $432K 0.03% 0 Timeline CWB 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $431K 0.03% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,961 shares; 2024Q4: 10,018 shares; 2025Q1: 10,051 shares; 2025Q2: 10,108 shares; 2025Q3: 10,142 shares; 2025Q4: 10,186 shares; 2026Q1: 4,258 shares; 2026Q2: 4,312 shares 4,312 $423K 0.03% +54 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,491 shares; 2024Q4: 2,491 shares; 2025Q1: 2,726 shares; 2025Q2: 2,506 shares; 2025Q3: 2,326 shares; 2025Q4: 2,106 shares; 2026Q1: 1,726 shares; 2026Q2: 1,726 shares 1,726 $423K 0.03% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares; 2026Q2: 1,266 shares 1,266 $420K 0.03% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,671 shares; 2024Q4: 2,671 shares; 2025Q1: 2,671 shares; 2025Q2: 2,671 shares; 2025Q3: 2,671 shares; 2025Q4: 2,671 shares; 2026Q1: 2,671 shares; 2026Q2: 2,671 shares 2,671 $417K 0.03% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,706 shares; 2024Q4: 88,401 shares; 2025Q1: 90,120 shares; 2025Q2: 91,894 shares; 2025Q3: 93,843 shares; 2025Q4: 37,799 shares; 2026Q1: 24,712 shares; 2026Q2: 22,251 shares 22,251 $412K 0.03% -2,461 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: 4,515 shares; 2024Q4: 4,517 shares; 2025Q1: 4,519 shares; 2025Q2: 4,521 shares; 2025Q3: 4,558 shares; 2025Q4: 4,560 shares; 2026Q1: 4,528 shares; 2026Q2: 4,531 shares 4,531 $411K 0.03% +3 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: 5,138 shares; 2024Q4: 5,174 shares; 2025Q1: 5,174 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares; 2025Q4: 5,269 shares; 2026Q1: 5,269 shares; 2026Q2: 5,327 shares 5,327 $408K 0.03% +58 Timeline BWX 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: 18,435 shares; 2024Q4: 18,435 shares; 2025Q1: 18,435 shares; 2025Q2: 18,435 shares; 2025Q3: 18,435 shares; 2025Q4: 18,435 shares; 2026Q1: 18,435 shares; 2026Q2: 18,435 shares 18,435 $400K 0.03% 0 Timeline MINT 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: 3,457 shares; 2024Q4: 3,491 shares; 2025Q1: 3,524 shares; 2025Q2: 3,557 shares; 2025Q3: 3,588 shares; 2025Q4: 3,620 shares; 2026Q1: 4,250 shares; 2026Q2: 3,932 shares 3,932 $396K 0.03% -318 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: 1,066 shares; 2025Q1: 1,069 shares; 2025Q2: 1,072 shares; 2025Q3: 1,075 shares; 2025Q4: 1,079 shares; 2026Q1: 1,082 shares; 2026Q2: 1,086 shares 1,086 $394K 0.03% +4 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,444 shares; 2024Q4: 4,456 shares; 2025Q1: 4,415 shares; 2025Q2: 4,432 shares; 2025Q3: 4,432 shares; 2025Q4: 4,444 shares; 2026Q1: 4,444 shares; 2026Q2: 4,462 shares 4,462 $391K 0.03% +18 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,538 shares; 2024Q4: 6,341 shares; 2025Q1: 6,217 shares; 2025Q2: 4,384 shares; 2025Q3: 4,175 shares; 2025Q4: 4,020 shares; 2026Q1: 4,003 shares; 2026Q2: 3,803 shares 3,803 $389K 0.03% -200 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: 67 shares; 2024Q4: 67 shares; 2025Q1: 599 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $384K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,210 shares 1,210 $365K 0.03% new Timeline AVEE 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: 6,164 shares; 2024Q4: 6,216 shares; 2025Q1: 5,656 shares; 2025Q2: 5,658 shares; 2025Q3: 5,208 shares; 2025Q4: 5,214 shares; 2026Q1: 5,214 shares; 2026Q2: 5,216 shares 5,216 $362K 0.03% +2 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: 2,372 shares; 2024Q4: 2,372 shares; 2025Q1: 2,373 shares; 2025Q2: 2,222 shares; 2025Q3: 2,221 shares; 2025Q4: 2,221 shares; 2026Q1: 2,221 shares; 2026Q2: 2,221 shares 2,221 $360K 0.03% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 913 shares; 2024Q4: 1,669 shares; 2025Q1: 1,855 shares; 2025Q2: 2,633 shares; 2025Q3: 3,491 shares; 2025Q4: 3,561 shares; 2026Q1: 3,586 shares; 2026Q2: 4,111 shares 4,111 $355K 0.03% +525 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: 2,224 shares; 2024Q4: 2,224 shares; 2025Q1: 2,224 shares; 2025Q2: 2,224 shares; 2025Q3: 2,452 shares; 2025Q4: 2,452 shares; 2026Q1: 2,452 shares; 2026Q2: 2,452 shares 2,452 $351K 0.03% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,556 shares; 2024Q4: 4,556 shares; 2025Q1: 4,556 shares; 2025Q2: 4,556 shares; 2025Q3: 4,556 shares; 2025Q4: 4,556 shares; 2026Q1: 4,556 shares; 2026Q2: 4,556 shares 4,556 $348K 0.03% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,383 shares; 2024Q4: 4,410 shares; 2025Q1: 4,421 shares; 2025Q2: 4,479 shares; 2025Q3: 4,495 shares; 2025Q4: 7,095 shares; 2026Q1: 7,221 shares; 2026Q2: 7,570 shares 7,570 $341K 0.03% +349 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 710 shares; 2025Q2: 664 shares; 2025Q3: 764 shares; 2025Q4: 2,094 shares; 2026Q1: 3,230 shares; 2026Q2: 3,900 shares 3,900 $339K 0.03% +670 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA 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: not reported; 2025Q3: not reported; 2025Q4: 1,380 shares; 2026Q1: not reported; 2026Q2: 1,380 shares 1,380 $332K 0.03% new 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: 7,175 shares; 2024Q4: 4,258 shares; 2025Q1: 4,253 shares; 2025Q2: 4,277 shares; 2025Q3: 4,294 shares; 2025Q4: 4,314 shares; 2026Q1: 4,314 shares; 2026Q2: 3,011 shares 3,011 $329K 0.03% -1,303 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,043 shares; 2024Q4: 2,043 shares; 2025Q1: 2,043 shares; 2025Q2: 2,043 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares; 2026Q1: 2,043 shares; 2026Q2: 2,043 shares 2,043 $327K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,323 shares; 2024Q4: 1,324 shares; 2025Q1: 1,285 shares; 2025Q2: 1,286 shares; 2025Q3: 1,323 shares; 2025Q4: not reported; 2026Q1: 1,089 shares; 2026Q2: 1,089 shares 1,089 $325K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,116 shares; 2024Q4: 4,150 shares; 2025Q1: 4,179 shares; 2025Q2: 4,321 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,118 shares 3,118 $324K 0.03% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,223 shares; 2025Q4: 1,223 shares; 2026Q1: 1,233 shares; 2026Q2: 1,235 shares 1,235 $322K 0.03% +2 Timeline IYH 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: 3,247 shares; 2026Q1: 4,793 shares; 2026Q2: 4,806 shares 4,806 $322K 0.03% +13 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: 5,575 shares; 2024Q4: 5,591 shares; 2025Q1: 5,609 shares; 2025Q2: 5,625 shares; 2025Q3: 5,640 shares; 2025Q4: 5,596 shares; 2026Q1: 5,613 shares; 2026Q2: 5,627 shares 5,627 $321K 0.02% +14 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: 10,568 shares; 2024Q4: 10,568 shares; 2025Q1: 10,568 shares; 2025Q2: 10,568 shares; 2025Q3: 10,568 shares; 2025Q4: 8,628 shares; 2026Q1: 8,628 shares; 2026Q2: 8,628 shares 8,628 $317K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares 1,325 $317K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,682 shares; 2024Q4: 2,682 shares; 2025Q1: 2,682 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares; 2026Q1: 2,684 shares; 2026Q2: 2,686 shares 2,686 $315K 0.02% +2 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: not reported; 2026Q2: 490 shares 490 $313K 0.02% new Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,361 shares; 2025Q1: 6,361 shares; 2025Q2: 7,072 shares; 2025Q3: 7,072 shares; 2025Q4: 7,072 shares; 2026Q1: 7,072 shares; 2026Q2: 7,072 shares 7,072 $309K 0.02% 0 Timeline EBND 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: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,302 shares; 2025Q4: 9,482 shares; 2026Q1: 14,213 shares; 2026Q2: 14,424 shares 14,424 $302K 0.02% +211 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,134 shares; 2024Q4: 4,134 shares; 2025Q1: 3,964 shares; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares; 2025Q4: 3,964 shares; 2026Q1: 3,964 shares; 2026Q2: 3,964 shares 3,964 $301K 0.02% 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: 5,972 shares; 2024Q4: 12,101 shares; 2025Q1: 12,187 shares; 2025Q2: 12,312 shares; 2025Q3: 12,438 shares; 2025Q4: 12,604 shares; 2026Q1: 12,692 shares; 2026Q2: 12,823 shares 12,823 $297K 0.02% +131 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 11,496 shares; 2026Q1: 11,587 shares; 2026Q2: 11,674 shares 11,674 $293K 0.02% +87 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,248 shares; 2024Q4: 3,312 shares; 2025Q1: 3,343 shares; 2025Q2: 3,393 shares; 2025Q3: 3,442 shares; 2025Q4: 3,509 shares; 2026Q1: 3,543 shares; 2026Q2: 3,597 shares 3,597 $288K 0.02% +54 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: 1,107 shares 1,107 $283K 0.02% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,060 shares; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares; 2025Q4: 6,120 shares; 2026Q1: 6,120 shares; 2026Q2: 6,120 shares 6,120 $277K 0.02% 0 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: 2,488 shares; 2024Q4: 2,503 shares; 2025Q1: 2,511 shares; 2025Q2: 2,523 shares; 2025Q3: 2,535 shares; 2025Q4: 2,551 shares; 2026Q1: 2,560 shares; 2026Q2: 2,572 shares 2,572 $277K 0.02% +12 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: 247 shares; 2024Q4: 247 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 3,963 shares; 2026Q1: 3,976 shares; 2026Q2: 4,049 shares 4,049 $269K 0.02% +73 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,297 shares; 2024Q4: 2,307 shares; 2025Q1: 2,314 shares; 2025Q2: 2,325 shares; 2025Q3: 2,334 shares; 2025Q4: 2,345 shares; 2026Q1: 2,352 shares; 2026Q2: 2,362 shares 2,362 $269K 0.02% +10 Timeline ESGV 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: 2,767 shares; 2024Q4: 2,772 shares; 2025Q1: 2,783 shares; 2025Q2: 2,839 shares; 2025Q3: 2,838 shares; 2025Q4: 2,534 shares; 2026Q1: 2,485 shares; 2026Q2: 2,026 shares 2,026 $268K 0.02% -459 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,523 shares; 2024Q4: 13,594 shares; 2025Q1: 13,659 shares; 2025Q2: 14,477 shares; 2025Q3: 14,535 shares; 2025Q4: 13,553 shares; 2026Q1: 13,616 shares; 2026Q2: 12,921 shares 12,921 $267K 0.02% -695 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: not reported; 2024Q4: 1,688 shares; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares; 2026Q2: 1,680 shares 1,680 $255K 0.02% -8 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,506 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,496 shares; 2025Q4: 898 shares; 2026Q1: 898 shares; 2026Q2: 838 shares 838 $254K 0.02% -60 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,899 shares; 2024Q4: 11,913 shares; 2025Q1: 4,259 shares; 2025Q2: 4,277 shares; 2025Q3: 4,298 shares; 2025Q4: 2,851 shares; 2026Q1: 2,871 shares; 2026Q2: 2,890 shares 2,890 $251K 0.02% +19 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,182 shares; 2025Q3: 3,213 shares; 2025Q4: 3,254 shares; 2026Q1: 3,272 shares; 2026Q2: 3,300 shares 3,300 $250K 0.02% +28 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,102 shares 5,102 $247K 0.02% new 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: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares; 2026Q2: 1,795 shares 1,795 $247K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $246K 0.02% 0 Timeline KRE 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: 3,137 shares; 2024Q4: 3,159 shares; 2025Q1: 3,179 shares; 2025Q2: 3,200 shares; 2025Q3: 3,220 shares; 2025Q4: 3,240 shares; 2026Q1: 3,258 shares; 2026Q2: 3,277 shares 3,277 $245K 0.02% +19 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: 5,135 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,262 shares; 2026Q1: 5,296 shares; 2026Q2: 5,223 shares 5,223 $243K 0.02% -73 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 2,021 shares; 2025Q3: 2,118 shares; 2025Q4: 2,119 shares; 2026Q1: 2,119 shares; 2026Q2: 1,076 shares 1,076 $241K 0.02% -1,043 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 1,081 shares 1,081 $239K 0.02% 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: 1,388 shares; 2026Q2: 1,388 shares 1,388 $235K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 801 shares; 2024Q4: 801 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 646 shares; 2026Q2: 646 shares 646 $234K 0.02% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $230K 0.02% 0 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: 4,297 shares; 2024Q4: not reported; 2025Q1: 3,719 shares; 2025Q2: 3,720 shares; 2025Q3: 3,802 shares; 2025Q4: 3,803 shares; 2026Q1: 3,721 shares; 2026Q2: 3,122 shares 3,122 $225K 0.02% -599 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,265 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,173 shares; 2026Q2: 1,173 shares 1,173 $223K 0.02% 0 Timeline QQEW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $223K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155 shares; 2024Q4: 1,066 shares; 2025Q1: 1,055 shares; 2025Q2: 1,059 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 433 shares; 2026Q2: 433 shares 433 $221K 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,331 shares; 2024Q4: not reported; 2025Q1: 3,297 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares; 2026Q1: 2,297 shares; 2026Q2: 2,297 shares 2,297 $220K 0.02% 0 Timeline VSDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares; 2026Q2: 2,850 shares 2,850 $218K 0.02% 0 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: 7,881 shares; 2025Q4: not reported; 2026Q1: 6,805 shares; 2026Q2: 6,805 shares 6,805 $218K 0.02% 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: 1,269 shares 1,269 $217K 0.02% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,016 shares; 2024Q4: 11,276 shares; 2025Q1: 11,330 shares; 2025Q2: 9,675 shares; 2025Q3: 9,675 shares; 2025Q4: 9,376 shares; 2026Q1: 4,919 shares; 2026Q2: 4,457 shares 4,457 $216K 0.02% -462 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,368 shares 2,368 $216K 0.02% 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: 1,032 shares 1,032 $216K 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: 2,776 shares; 2026Q1: 2,782 shares; 2026Q2: 2,789 shares 2,789 $215K 0.02% +7 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,619 shares; 2024Q4: 2,269 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,290 shares; 2025Q4: 2,276 shares; 2026Q1: 2,283 shares; 2026Q2: 2,233 shares 2,233 $215K 0.02% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,310 shares; 2025Q3: 2,312 shares; 2025Q4: 2,314 shares; 2026Q1: 2,317 shares; 2026Q2: 2,320 shares 2,320 $214K 0.02% +3 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS 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: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares; 2026Q2: 600 shares 600 $213K 0.02% -18 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,639 shares; 2024Q4: 12,639 shares; 2025Q1: 12,639 shares; 2025Q2: 12,639 shares; 2025Q3: 12,639 shares; 2025Q4: 12,639 shares; 2026Q1: 12,639 shares; 2026Q2: 12,639 shares 12,639 $211K 0.02% 0 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,883 shares; 2024Q4: 19,883 shares; 2025Q1: 19,883 shares; 2025Q2: 19,883 shares; 2025Q3: 19,883 shares; 2025Q4: 19,883 shares; 2026Q1: 19,883 shares; 2026Q2: 19,883 shares 19,883 $211K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794 shares; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: not reported; 2026Q2: 929 shares 929 $208K 0.02% new 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: 1,295 shares; 2024Q4: 1,300 shares; 2025Q1: 1,303 shares; 2025Q2: 1,305 shares; 2025Q3: 1,307 shares; 2025Q4: 1,310 shares; 2026Q1: 910 shares; 2026Q2: 912 shares 912 $206K 0.02% +2 Timeline ETHB ISHARES STAKED ETHEREUM TR E More: the full row for ISHARES STAKED ETHEREUM TR E Quarterly shares; 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 $203K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,987 shares 2,987 $202K 0.02% new 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: 1,793 shares; 2024Q4: 1,797 shares; 2025Q1: 1,977 shares; 2025Q2: 1,802 shares; 2025Q3: 1,806 shares; 2025Q4: 1,803 shares; 2026Q1: 1,786 shares; 2026Q2: 1,790 shares 1,790 $195K 0.02% +4 Timeline AVIG 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: 18,295 shares; 2024Q4: 18,295 shares; 2025Q1: 4,595 shares; 2025Q2: 4,595 shares; 2025Q3: 4,595 shares; 2025Q4: 4,595 shares; 2026Q1: 4,595 shares; 2026Q2: 4,595 shares 4,595 $190K 0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 10,000 shares; 2026Q1: 10,707 shares; 2026Q2: 15,707 shares 15,707 $187K 0.01% +5,000 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,331 shares; 2024Q4: 2,347 shares; 2025Q1: 2,357 shares; 2025Q2: 2,396 shares; 2025Q3: 2,406 shares; 2025Q4: 2,420 shares; 2026Q1: 2,428 shares; 2026Q2: 2,461 shares 2,461 $183K 0.01% +33 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,285 shares; 2024Q4: 6,422 shares; 2025Q1: 4,244 shares; 2025Q2: 4,302 shares; 2025Q3: 2,673 shares; 2025Q4: 2,722 shares; 2026Q1: 2,725 shares; 2026Q2: 2,742 shares 2,742 $180K 0.01% +17 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,946 shares; 2024Q4: 2,974 shares; 2025Q1: 2,988 shares; 2025Q2: 3,011 shares; 2025Q3: 3,034 shares; 2025Q4: 3,064 shares; 2026Q1: 3,079 shares; 2026Q2: 3,102 shares 3,102 $179K 0.01% +23 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: 1,932 shares; 2024Q4: 1,974 shares; 2025Q1: 1,974 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares; 2025Q4: 2,033 shares; 2026Q1: 2,033 shares; 2026Q2: 2,130 shares 2,130 $176K 0.01% +97 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: 2,141 shares; 2025Q3: 2,147 shares; 2025Q4: 4,022 shares; 2026Q1: 4,034 shares; 2026Q2: 5,791 shares 5,791 $170K 0.01% +1,757 Timeline VSGX 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: 2,033 shares; 2024Q4: 2,033 shares; 2025Q1: 2,037 shares; 2025Q2: 2,074 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: 2,033 shares; 2026Q2: 2,033 shares 2,033 $167K 0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,189 shares; 2026Q2: 2,189 shares 2,189 $165K 0.01% 0 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,250 shares 12,250 $155K 0.01% new Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350 shares; 2024Q4: 2,369 shares; 2025Q1: 2,382 shares; 2025Q2: 2,402 shares; 2025Q3: 2,420 shares; 2025Q4: 2,445 shares; 2026Q1: 2,457 shares; 2026Q2: 2,473 shares 2,473 $154K 0.01% +16 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,508 shares; 2024Q4: 2,524 shares; 2025Q1: 2,537 shares; 2025Q2: 2,550 shares; 2025Q3: 1,971 shares; 2025Q4: 1,984 shares; 2026Q1: 1,994 shares; 2026Q2: 2,002 shares 2,002 $152K 0.01% +8 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $146K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $141K 0.01% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: 1,694 shares; 2025Q2: 1,694 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares; 2026Q1: 1,694 shares; 2026Q2: 2,749 shares 2,749 $140K 0.01% +1,055 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,885 shares; 2024Q4: 14,885 shares; 2025Q1: 14,885 shares; 2025Q2: 14,885 shares; 2025Q3: 14,885 shares; 2025Q4: 14,885 shares; 2026Q1: 14,885 shares; 2026Q2: 14,725 shares 14,725 $137K 0.01% -160 Timeline VMBS 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: 3,542 shares; 2024Q4: 3,574 shares; 2025Q1: 3,591 shares; 2025Q2: 3,687 shares; 2025Q3: 3,714 shares; 2025Q4: 2,963 shares; 2026Q1: 2,910 shares; 2026Q2: 2,931 shares 2,931 $137K 0.01% +21 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,951 shares; 2024Q4: 10,976 shares; 2025Q1: 10,989 shares; 2025Q2: 11,009 shares; 2025Q3: 11,698 shares; 2025Q4: 4,456 shares; 2026Q1: 4,470 shares; 2026Q2: 2,578 shares 2,578 $135K 0.01% -1,892 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 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 $129K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,293 shares 1,293 $128K 0.01% new Timeline DXIV 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: 1,746 shares; 2025Q4: 1,760 shares; 2026Q1: 1,763 shares; 2026Q2: 1,784 shares 1,784 $125K 0.01% +21 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: 1,152 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,368 shares; 2025Q3: 1,369 shares; 2025Q4: 650 shares; 2026Q1: 651 shares; 2026Q2: 651 shares 651 $124K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 804 shares 804 $118K 0.01% new Timeline VAW 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: 511 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 511 shares; 2026Q1: 511 shares; 2026Q2: 511 shares 511 $117K 0.01% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349 shares; 2024Q4: 1,356 shares; 2025Q1: 1,358 shares; 2025Q2: 1,368 shares; 2025Q3: 1,379 shares; 2025Q4: 2,250 shares; 2026Q1: 2,253 shares; 2026Q2: 2,377 shares 2,377 $116K 0.01% +124 Timeline HYS 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: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares; 2026Q2: 1,230 shares 1,230 $115K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 3,167 shares; 2025Q3: 3,167 shares; 2025Q4: 3,167 shares; 2026Q1: 3,167 shares; 2026Q2: 3,167 shares 3,167 $115K 0.01% 0 Timeline DFSB 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: 1,797 shares; 2024Q4: 1,841 shares; 2025Q1: 1,845 shares; 2025Q2: 1,845 shares; 2025Q3: 1,845 shares; 2025Q4: 2,139 shares; 2026Q1: 2,139 shares; 2026Q2: 2,161 shares 2,161 $113K 0.01% +22 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664 shares; 2024Q4: 667 shares; 2025Q1: 669 shares; 2025Q2: 672 shares; 2025Q3: 674 shares; 2025Q4: 677 shares; 2026Q1: 679 shares; 2026Q2: 682 shares 682 $112K 0.01% +3 Timeline VDE 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: 743 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 743 shares; 2026Q2: 743 shares 743 $112K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,516 shares; 2024Q4: 23,836 shares; 2025Q1: 38,748 shares; 2025Q2: 18,981 shares; 2025Q3: 19,105 shares; 2025Q4: 18,165 shares; 2026Q1: 5,160 shares; 2026Q2: 3,399 shares 3,399 $108K 0.01% -1,761 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: 1,291 shares; 2025Q2: 1,291 shares; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares; 2026Q2: 1,291 shares 1,291 $106K 0.01% 0 Timeline XLF 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: 1,955 shares; 2026Q2: 1,962 shares 1,962 $105K 0.01% +7 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,272 shares; 2024Q4: 1,276 shares; 2025Q1: 1,279 shares; 2025Q2: 1,282 shares; 2025Q3: 1,285 shares; 2025Q4: 1,624 shares; 2026Q1: 1,628 shares; 2026Q2: 2,132 shares 2,132 $99.4K 0.01% +504 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: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $96.4K 0.01% 0 Timeline VPU 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: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,022 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 457 shares; 2026Q2: 457 shares 457 $89.4K 0.01% 0 Timeline EWX 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: 1,203 shares; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares; 2026Q2: 1,203 shares 1,203 $89.4K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: 537 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 716 shares; 2025Q4: 720 shares; 2026Q1: 722 shares; 2026Q2: 1,106 shares 1,106 $89.1K 0.01% +384 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712 $83.6K 0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,591 shares; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares; 2025Q2: 1,591 shares; 2025Q3: 1,591 shares; 2025Q4: 1,591 shares; 2026Q1: 1,591 shares; 2026Q2: 1,591 shares 1,591 $79.1K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $76.2K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,616 shares; 2024Q4: 1,633 shares; 2025Q1: 1,642 shares; 2025Q2: 1,656 shares; 2025Q3: 1,670 shares; 2025Q4: 1,688 shares; 2026Q1: 1,698 shares; 2026Q2: 730 shares 730 $72.3K 0.01% -968 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $63.3K <0.01% 0 Timeline VFH 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: 86 shares; 2024Q4: 141 shares; 2025Q1: 246 shares; 2025Q2: 544 shares; 2025Q3: 546 shares; 2025Q4: 462 shares; 2026Q1: 463 shares; 2026Q2: 466 shares 466 $61.3K <0.01% +3 Timeline VIS 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: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 167 shares 167 $60K <0.01% +1 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: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $58.9K <0.01% 0 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: 60 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126 shares; 2026Q2: 631 shares 631 $55.4K <0.01% +505 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 1,202 shares 1,202 $52.6K <0.01% +1,163 Timeline SDY 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: 328 shares; 2024Q4: 328 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 383 shares; 2026Q1: 283 shares; 2026Q2: 283 shares 283 $43.1K <0.01% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $42K <0.01% 0 Timeline DEXC 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: 500 shares; 2026Q2: 500 shares 500 $41.3K <0.01% 0 Timeline SCHQ 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: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares; 2026Q2: 1,139 shares 1,139 $35.7K <0.01% 0 Timeline NXTC NEXTCURE INC More: the full row for NEXTCURE 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: 21,833 shares; 2026Q1: 21,833 shares; 2026Q2: 21,833 shares 21,833 $34.9K <0.01% 0 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: 1,246 shares; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares; 2026Q1: 1,246 shares; 2026Q2: 1,246 shares 1,246 $31.7K <0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $30.3K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,230 shares; 2024Q4: 2,469 shares; 2025Q1: 2,734 shares; 2025Q2: 2,740 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $28.9K <0.01% 0 Timeline XAR 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: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $28.4K <0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 836 shares 836 $25.1K <0.01% new 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: 108 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $23.4K <0.01% 0 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: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,722 shares; 2025Q4: 1,722 shares; 2026Q1: 242 shares; 2026Q2: 242 shares 242 $22.9K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $19.9K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 845 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $18.3K <0.01% 0 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $18K <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $14.8K <0.01% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $14.5K <0.01% 0 Timeline PHO 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $13.8K <0.01% 0 Timeline GNR 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $13.5K <0.01% 0 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $11.4K <0.01% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares; 2026Q2: 349 shares 349 $11K <0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $10.9K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 694 shares; 2026Q1: 198 shares; 2026Q2: 200 shares 200 $10.1K <0.01% +2 Timeline BWZ 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: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $8.69K <0.01% 0 Timeline IBB 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: 37 shares; 2025Q2: 162 shares; 2025Q3: 137 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $7.06K <0.01% 0 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: not reported; 2026Q2: 64 shares 64 $5.76K <0.01% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $5.72K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $4.57K <0.01% 0 Timeline MBB 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: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $3.88K <0.01% 0 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: 3,803 shares; 2024Q4: 3,803 shares; 2025Q1: 1,607 shares; 2025Q2: 1,607 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $3.29K <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,697 shares; 2024Q4: 2,697 shares; 2025Q1: 2,697 shares; 2025Q2: 2,572 shares; 2025Q3: 2,572 shares; 2025Q4: 2,572 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $2.21K <0.01% 0 Timeline GOVT 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: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $1.25K <0.01% 0 Timeline