USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,621 shares; 2024Q4: 194,350 shares; 2025Q1: 238,751 shares; 2025Q2: 262,493 shares; 2025Q3: 276,405 shares; 2025Q4: 285,902 shares; 2026Q1: 296,784 shares; 2026Q2: 298,421 shares 298,421 $20.7M 7.07% +1,637 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: 184,691 shares; 2024Q4: 327,731 shares; 2025Q1: 383,933 shares; 2025Q2: 396,237 shares; 2025Q3: 419,421 shares; 2025Q4: 424,667 shares; 2026Q1: 424,617 shares; 2026Q2: 423,682 shares 423,682 $17.5M 5.96% -935 Timeline MGC 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: 23,566 shares; 2024Q4: 35,014 shares; 2025Q1: 41,168 shares; 2025Q2: 47,340 shares; 2025Q3: 50,728 shares; 2025Q4: 53,387 shares; 2026Q1: 59,521 shares; 2026Q2: 62,091 shares 62,091 $17M 5.8% +2,570 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: 6,382 shares; 2024Q4: 6,382 shares; 2025Q1: 6,655 shares; 2025Q2: 6,685 shares; 2025Q3: 31,561 shares; 2025Q4: 30,938 shares; 2026Q1: 33,732 shares; 2026Q2: 32,328 shares 32,328 $11.4M 3.9% -1,404 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: 128,442 shares; 2024Q4: 142,945 shares; 2025Q1: 147,749 shares; 2025Q2: 143,403 shares; 2025Q3: 146,294 shares; 2025Q4: 148,982 shares; 2026Q1: 142,534 shares; 2026Q2: 138,520 shares 138,520 $11.4M 3.89% -4,014 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: 110,004 shares; 2024Q4: 178,107 shares; 2025Q1: 207,063 shares; 2025Q2: 231,239 shares; 2025Q3: 244,391 shares; 2025Q4: 254,806 shares; 2026Q1: 268,745 shares; 2026Q2: 276,824 shares 276,824 $11.1M 3.8% +8,079 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: 165,971 shares; 2024Q4: 172,450 shares; 2025Q1: 179,519 shares; 2025Q2: 187,964 shares; 2025Q3: 195,284 shares; 2025Q4: 203,074 shares; 2026Q1: 214,673 shares; 2026Q2: 218,240 shares 218,240 $11M 3.74% +3,567 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,641 shares; 2024Q4: 224,740 shares; 2025Q1: 244,619 shares; 2025Q2: 256,787 shares; 2025Q3: 253,733 shares; 2025Q4: 239,907 shares; 2026Q1: 241,008 shares; 2026Q2: 244,578 shares 244,578 $10.4M 3.54% +3,570 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: 35,583 shares; 2024Q4: 34,712 shares; 2025Q1: 35,266 shares; 2025Q2: 35,193 shares; 2025Q3: 34,669 shares; 2025Q4: 33,726 shares; 2026Q1: 33,299 shares; 2026Q2: 32,861 shares 32,861 $9.51M 3.24% -438 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: 14,028 shares; 2024Q4: 25,530 shares; 2025Q1: 29,685 shares; 2025Q2: 34,219 shares; 2025Q3: 38,268 shares; 2025Q4: 45,428 shares; 2026Q1: 49,905 shares; 2026Q2: 54,393 shares 54,393 $8.89M 3.03% +4,488 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: 14,028 shares; 2024Q4: 13,863 shares; 2025Q1: 13,991 shares; 2025Q2: 13,991 shares; 2025Q3: 12,442 shares; 2025Q4: 12,301 shares; 2026Q1: 11,992 shares; 2026Q2: 10,547 shares 10,547 $7.88M 2.69% -1,445 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,238 shares; 2024Q4: 141,297 shares; 2025Q1: 138,525 shares; 2025Q2: 138,309 shares; 2025Q3: 133,180 shares; 2025Q4: 130,720 shares; 2026Q1: 134,754 shares; 2026Q2: 133,688 shares 133,688 $6.97M 2.38% -1,066 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516,161 shares; 2024Q4: 499,236 shares; 2025Q1: 531,765 shares; 2025Q2: 552,677 shares; 2025Q3: 558,671 shares; 2025Q4: 559,209 shares; 2026Q1: 590,875 shares; 2026Q2: 601,126 shares 601,126 $6.84M 2.34% +10,251 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,044 shares; 2024Q4: 162,494 shares; 2025Q1: 189,603 shares; 2025Q2: 203,488 shares; 2025Q3: 212,347 shares; 2025Q4: 244,835 shares; 2026Q1: 257,211 shares; 2026Q2: 267,908 shares 267,908 $6.7M 2.28% +10,697 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: 10,367 shares; 2024Q4: 16,480 shares; 2025Q1: 17,787 shares; 2025Q2: 18,105 shares; 2025Q3: 18,552 shares; 2025Q4: 19,225 shares; 2026Q1: 19,715 shares; 2026Q2: 82,492 shares 82,492 $6.65M 2.27% +62,777 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: 177,091 shares; 2024Q4: 160,993 shares; 2025Q1: 158,732 shares; 2025Q2: 132,521 shares; 2025Q3: 132,093 shares; 2025Q4: 130,431 shares; 2026Q1: 127,074 shares; 2026Q2: 113,213 shares 113,213 $6.23M 2.13% -13,861 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: 16,748 shares; 2024Q4: 16,417 shares; 2025Q1: 15,545 shares; 2025Q2: 14,919 shares; 2025Q3: 14,579 shares; 2025Q4: 13,570 shares; 2026Q1: 13,162 shares; 2026Q2: 48,008 shares 48,008 $5.96M 2.03% +34,846 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162,346 shares; 2026Q2: 157,978 shares 157,978 $5.25M 1.79% -4,368 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,674 shares; 2024Q4: 94,043 shares; 2025Q1: 129,150 shares; 2025Q2: 135,864 shares; 2025Q3: 146,699 shares; 2025Q4: 154,125 shares; 2026Q1: 166,463 shares; 2026Q2: 176,587 shares 176,587 $5.12M 1.75% +10,124 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: 12,799 shares; 2024Q4: 9,671 shares; 2025Q1: 9,429 shares; 2025Q2: 8,824 shares; 2025Q3: 8,419 shares; 2025Q4: 8,200 shares; 2026Q1: 7,906 shares; 2026Q2: 7,098 shares 7,098 $4.99M 1.7% -808 Timeline SUSC 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: 205,974 shares; 2025Q2: 193,635 shares; 2025Q3: 186,445 shares; 2025Q4: 194,916 shares; 2026Q1: 204,823 shares; 2026Q2: 203,978 shares 203,978 $4.72M 1.61% -845 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,025 shares; 2024Q4: 75,640 shares; 2025Q1: 82,048 shares; 2025Q2: 86,603 shares; 2025Q3: 89,179 shares; 2025Q4: 93,722 shares; 2026Q1: 97,836 shares; 2026Q2: 100,698 shares 100,698 $4.7M 1.61% +2,862 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: 5,240 shares; 2024Q4: 7,552 shares; 2025Q1: 8,314 shares; 2025Q2: 8,690 shares; 2025Q3: 9,074 shares; 2025Q4: 9,308 shares; 2026Q1: 9,904 shares; 2026Q2: 51,015 shares 51,015 $4.49M 1.53% +41,111 Timeline IFLN 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: 195,295 shares; 2024Q4: 204,696 shares; 2025Q1: 202,344 shares; 2025Q2: 206,273 shares; 2025Q3: 214,418 shares; 2025Q4: 220,747 shares; 2026Q1: 236,754 shares; 2026Q2: 240,471 shares 240,471 $4.4M 1.5% +3,717 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,578 shares; 2024Q4: 25,988 shares; 2025Q1: 23,870 shares; 2025Q2: 23,485 shares; 2025Q3: 22,710 shares; 2025Q4: 22,360 shares; 2026Q1: 21,570 shares; 2026Q2: 21,049 shares 21,049 $3.96M 1.35% -521 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: 43,184 shares; 2024Q4: 45,544 shares; 2025Q1: 43,278 shares; 2025Q2: 40,745 shares; 2025Q3: 42,992 shares; 2025Q4: 44,527 shares; 2026Q1: 47,285 shares; 2026Q2: 49,866 shares 49,866 $3.88M 1.33% +2,581 Timeline FTSL 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: 75,963 shares; 2024Q4: 75,685 shares; 2025Q1: 72,094 shares; 2025Q2: 73,560 shares; 2025Q3: 76,640 shares; 2025Q4: 77,490 shares; 2026Q1: 83,128 shares; 2026Q2: 86,128 shares 86,128 $3.85M 1.31% +3,000 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: 15,629 shares; 2024Q4: 15,629 shares; 2025Q1: 15,629 shares; 2025Q2: 15,629 shares; 2025Q3: 15,404 shares; 2025Q4: 15,355 shares; 2026Q1: 15,239 shares; 2026Q2: 15,060 shares 15,060 $3.65M 1.25% -179 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,596 shares; 2024Q4: 165,729 shares; 2025Q1: 176,406 shares; 2025Q2: 163,741 shares; 2025Q3: 154,495 shares; 2025Q4: 154,014 shares; 2026Q1: 160,978 shares; 2026Q2: 161,515 shares 161,515 $3.58M 1.22% +537 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,571 shares; 2024Q4: 3,367 shares; 2025Q1: 3,488 shares; 2025Q2: 3,397 shares; 2025Q3: 3,406 shares; 2025Q4: 3,303 shares; 2026Q1: 3,664 shares; 2026Q2: 3,661 shares 3,661 $2.7M 0.92% -3 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: 37,744 shares; 2024Q4: 31,237 shares; 2025Q1: 29,388 shares; 2025Q2: 28,046 shares; 2025Q3: 27,234 shares; 2025Q4: 26,799 shares; 2026Q1: 26,235 shares; 2026Q2: 23,884 shares 23,884 $2.3M 0.79% -2,351 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,929 shares; 2024Q4: 127,141 shares; 2025Q1: 109,096 shares; 2025Q2: 101,744 shares; 2025Q3: 100,223 shares; 2025Q4: 78,580 shares; 2026Q1: 67,608 shares; 2026Q2: 60,877 shares 60,877 $2.25M 0.77% -6,731 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: 32,935 shares; 2024Q4: 32,912 shares; 2025Q1: 33,184 shares; 2025Q2: 33,184 shares; 2025Q3: 33,184 shares; 2025Q4: 32,636 shares; 2026Q1: 32,413 shares; 2026Q2: 32,101 shares 32,101 $2.2M 0.75% -312 Timeline GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,841 shares; 2024Q4: 62,195 shares; 2025Q1: 57,709 shares; 2025Q2: 44,069 shares; 2025Q3: 42,071 shares; 2025Q4: 38,929 shares; 2026Q1: 38,182 shares; 2026Q2: 33,164 shares 33,164 $2.18M 0.74% -5,018 IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,675 shares; 2024Q4: 17,151 shares; 2025Q1: 16,319 shares; 2025Q2: 15,798 shares; 2025Q3: 15,487 shares; 2025Q4: 15,076 shares; 2026Q1: 14,729 shares; 2026Q2: 14,491 shares 14,491 $2.15M 0.73% -238 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: 3,056 shares; 2024Q4: 2,845 shares; 2025Q1: 3,151 shares; 2025Q2: 3,462 shares; 2025Q3: 3,585 shares; 2025Q4: 3,615 shares; 2026Q1: 7,174 shares; 2026Q2: 5,996 shares 5,996 $2.14M 0.73% -1,178 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: 37,390 shares; 2024Q4: 37,783 shares; 2025Q1: 36,582 shares; 2025Q2: 35,033 shares; 2025Q3: 26,011 shares; 2025Q4: 26,076 shares; 2026Q1: 23,901 shares; 2026Q2: 15,041 shares 15,041 $2.07M 0.71% -8,860 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,977 shares; 2024Q4: 2,840 shares; 2025Q1: 3,118 shares; 2025Q2: 3,128 shares; 2025Q3: 3,120 shares; 2025Q4: 2,989 shares; 2026Q1: 3,639 shares; 2026Q2: 3,639 shares 3,639 $1.82M 0.62% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,450 shares; 2025Q4: 16,450 shares; 2026Q1: 15,750 shares; 2026Q2: 14,550 shares 14,550 $1.66M 0.57% -1,200 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,145 shares; 2024Q4: 35,041 shares; 2025Q1: 32,117 shares; 2025Q2: 31,942 shares; 2025Q3: 35,532 shares; 2025Q4: 37,814 shares; 2026Q1: 38,498 shares; 2026Q2: 40,106 shares 40,106 $1.6M 0.55% +1,608 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,909 shares; 2024Q4: 16,108 shares; 2025Q1: 14,936 shares; 2025Q2: 13,469 shares; 2025Q3: 13,030 shares; 2025Q4: 12,397 shares; 2026Q1: 11,492 shares; 2026Q2: 9,395 shares 9,395 $1.47M 0.5% -2,097 Timeline PRF 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: 28,113 shares; 2024Q4: 27,077 shares; 2025Q1: 27,045 shares; 2025Q2: 27,045 shares; 2025Q3: 27,045 shares; 2025Q4: 27,045 shares; 2026Q1: 27,045 shares; 2026Q2: 27,045 shares 27,045 $1.46M 0.5% 0 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: 19,050 shares; 2024Q4: 47,456 shares; 2025Q1: 47,591 shares; 2025Q2: 47,591 shares; 2025Q3: 47,845 shares; 2025Q4: 47,977 shares; 2026Q1: 48,107 shares; 2026Q2: 48,224 shares 48,224 $1.42M 0.48% +117 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: 5,200 shares; 2024Q4: 5,168 shares; 2025Q1: 5,656 shares; 2025Q2: 6,323 shares; 2025Q3: 6,150 shares; 2025Q4: 5,957 shares; 2026Q1: 5,966 shares; 2026Q2: 5,914 shares 5,914 $1.41M 0.48% -52 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: 6,069 shares; 2024Q4: 6,124 shares; 2025Q1: 6,074 shares; 2025Q2: 6,074 shares; 2025Q3: 6,074 shares; 2025Q4: 6,074 shares; 2026Q1: 6,069 shares; 2026Q2: 6,069 shares 6,069 $1.29M 0.44% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,412 shares; 2024Q4: 5,140 shares; 2025Q1: 5,255 shares; 2025Q2: 5,169 shares; 2025Q3: 5,169 shares; 2025Q4: 5,108 shares; 2026Q1: 5,022 shares; 2026Q2: 4,291 shares 4,291 $1.29M 0.44% -731 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: 11,596 shares; 2024Q4: 35,361 shares; 2025Q1: 35,676 shares; 2025Q2: 37,551 shares; 2025Q3: 38,275 shares; 2025Q4: 38,637 shares; 2026Q1: 38,944 shares; 2026Q2: 40,545 shares 40,545 $1.29M 0.44% +1,601 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: 14,311 shares; 2024Q4: 43,215 shares; 2025Q1: 43,053 shares; 2025Q2: 43,053 shares; 2025Q3: 43,305 shares; 2025Q4: 43,441 shares; 2026Q1: 43,563 shares; 2026Q2: 43,678 shares 43,678 $1.26M 0.43% +115 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: 15,851 shares; 2024Q4: 13,074 shares; 2025Q1: 11,613 shares; 2025Q2: 10,661 shares; 2025Q3: 9,285 shares; 2025Q4: 8,872 shares; 2026Q1: 8,679 shares; 2026Q2: 8,195 shares 8,195 $1.26M 0.43% -484 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: 3,310 shares; 2024Q4: 2,497 shares; 2025Q1: 2,618 shares; 2025Q2: 2,839 shares; 2025Q3: 2,886 shares; 2025Q4: 2,634 shares; 2026Q1: 3,975 shares; 2026Q2: 3,261 shares 3,261 $1.22M 0.41% -714 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: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,175 shares; 2025Q2: 1,159 shares; 2025Q3: 1,463 shares; 2025Q4: 1,467 shares; 2026Q1: 1,467 shares; 2026Q2: 1,557 shares 1,557 $1.17M 0.4% +90 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,235 shares; 2024Q4: 17,451 shares; 2025Q1: 14,099 shares; 2025Q2: 13,746 shares; 2025Q3: 13,460 shares; 2025Q4: 11,533 shares; 2026Q1: 11,533 shares; 2026Q2: 9,891 shares 9,891 $1.16M 0.4% -1,642 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: 5,439 shares; 2024Q4: 5,634 shares; 2025Q1: 5,779 shares; 2025Q2: 5,287 shares; 2025Q3: 5,187 shares; 2025Q4: 5,251 shares; 2026Q1: 5,308 shares; 2026Q2: 5,774 shares 5,774 $1.16M 0.39% +466 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: 6,219 shares; 2024Q4: 6,222 shares; 2025Q1: 6,224 shares; 2025Q2: 6,226 shares; 2025Q3: 6,228 shares; 2025Q4: 7,698 shares; 2026Q1: 7,700 shares; 2026Q2: 7,747 shares 7,747 $1.14M 0.39% +47 Timeline ACGR 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: 8,108 shares; 2024Q4: 10,738 shares; 2025Q1: 24,470 shares; 2025Q2: 25,267 shares; 2025Q3: 26,843 shares; 2025Q4: 16,956 shares; 2026Q1: 16,736 shares; 2026Q2: 16,101 shares 16,101 $1.11M 0.38% -635 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,954 shares; 2024Q4: 32,434 shares; 2025Q1: 32,470 shares; 2025Q2: 37,218 shares; 2025Q3: 37,299 shares; 2025Q4: 37,331 shares; 2026Q1: 32,625 shares; 2026Q2: 32,658 shares 32,658 $1.1M 0.38% +33 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,936 shares; 2024Q4: 9,887 shares; 2025Q1: 9,768 shares; 2025Q2: 9,768 shares; 2025Q3: 9,768 shares; 2025Q4: 9,768 shares; 2026Q1: 10,991 shares; 2026Q2: 10,991 shares 10,991 $1.05M 0.36% 0 Timeline QCLN 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: 26,583 shares; 2024Q4: 25,424 shares; 2025Q1: 20,524 shares; 2025Q2: 19,158 shares; 2025Q3: 17,564 shares; 2025Q4: 17,564 shares; 2026Q1: 17,564 shares; 2026Q2: 16,497 shares 16,497 $1.01M 0.35% -1,067 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: 12,105 shares; 2024Q4: 9,852 shares; 2025Q1: 8,806 shares; 2025Q2: 8,797 shares; 2025Q3: 8,431 shares; 2025Q4: 7,084 shares; 2026Q1: 7,030 shares; 2026Q2: 4,494 shares 4,494 $979K 0.33% -2,536 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: 3,667 shares; 2024Q4: 3,648 shares; 2025Q1: 3,648 shares; 2025Q2: 3,690 shares; 2025Q3: 5,225 shares; 2025Q4: 5,979 shares; 2026Q1: 5,946 shares; 2026Q2: 5,946 shares 5,946 $813K 0.28% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,540 shares; 2024Q4: 15,540 shares; 2025Q1: 15,540 shares; 2025Q2: 15,540 shares; 2025Q3: 15,540 shares; 2025Q4: 14,967 shares; 2026Q1: 14,967 shares; 2026Q2: 14,911 shares 14,911 $781K 0.27% -56 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: not reported; 2024Q4: 6,658 shares; 2025Q1: 7,703 shares; 2025Q2: 8,096 shares; 2025Q3: 9,124 shares; 2025Q4: 9,233 shares; 2026Q1: 9,380 shares; 2026Q2: 9,966 shares 9,966 $750K 0.26% +586 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: 21,008 shares; 2024Q4: 17,427 shares; 2025Q1: 17,494 shares; 2025Q2: 17,494 shares; 2025Q3: 17,494 shares; 2025Q4: 16,839 shares; 2026Q1: 16,839 shares; 2026Q2: 8,791 shares 8,791 $678K 0.23% -8,048 Timeline DCOR 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: 3,552 shares; 2025Q2: 4,602 shares; 2025Q3: 5,349 shares; 2025Q4: 5,368 shares; 2026Q1: 6,766 shares; 2026Q2: 8,020 shares 8,020 $657K 0.22% +1,254 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,437 shares; 2024Q4: 23,885 shares; 2025Q1: 21,518 shares; 2025Q2: 20,081 shares; 2025Q3: 19,345 shares; 2025Q4: 18,330 shares; 2026Q1: 16,794 shares; 2026Q2: 14,925 shares 14,925 $649K 0.22% -1,869 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 588 shares; 2025Q3: 587 shares; 2025Q4: 587 shares; 2026Q1: 587 shares; 2026Q2: 587 shares 587 $625K 0.21% 0 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,035 shares; 2024Q4: 20,116 shares; 2025Q1: 15,996 shares; 2025Q2: 13,770 shares; 2025Q3: 12,237 shares; 2025Q4: 12,087 shares; 2026Q1: 12,087 shares; 2026Q2: 11,843 shares 11,843 $611K 0.21% -244 PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,194 shares; 2024Q4: 22,464 shares; 2025Q1: 22,464 shares; 2025Q2: 22,486 shares; 2025Q3: 22,464 shares; 2025Q4: 23,770 shares; 2026Q1: 23,676 shares; 2026Q2: 23,676 shares 23,676 $570K 0.19% 0 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: 5,891 shares; 2024Q4: 5,912 shares; 2025Q1: 5,898 shares; 2025Q2: 5,813 shares; 2025Q3: 5,806 shares; 2025Q4: 5,806 shares; 2026Q1: 5,799 shares; 2026Q2: 5,452 shares 5,452 $566K 0.19% -347 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,832 shares; 2024Q4: 9,832 shares; 2025Q1: 11,164 shares; 2025Q2: 11,164 shares; 2025Q3: 11,164 shares; 2025Q4: 11,164 shares; 2026Q1: 11,164 shares; 2026Q2: 11,164 shares 11,164 $558K 0.19% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,221 shares; 2024Q4: 2,221 shares; 2025Q1: 2,221 shares; 2025Q2: 2,233 shares; 2025Q3: 2,221 shares; 2025Q4: 2,370 shares; 2026Q1: 2,334 shares; 2026Q2: 2,177 shares 2,177 $553K 0.19% -157 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: 8,536 shares; 2024Q4: 8,688 shares; 2025Q1: 8,485 shares; 2025Q2: 9,996 shares; 2025Q3: 10,011 shares; 2025Q4: 10,271 shares; 2026Q1: 10,659 shares; 2026Q2: 9,145 shares 9,145 $546K 0.19% -1,514 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,064 shares; 2025Q2: 577 shares; 2025Q3: 581 shares; 2025Q4: 705 shares; 2026Q1: 789 shares; 2026Q2: 787 shares 787 $540K 0.18% -2 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 9,761 shares; 2026Q1: 9,761 shares; 2026Q2: 9,761 shares 9,761 $519K 0.18% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,643 shares; 2024Q4: 15,573 shares; 2025Q1: 15,574 shares; 2025Q2: 16,691 shares; 2025Q3: 16,864 shares; 2025Q4: 17,243 shares; 2026Q1: 18,249 shares; 2026Q2: 18,331 shares 18,331 $508K 0.17% +82 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: 823 shares; 2024Q4: 835 shares; 2025Q1: 901 shares; 2025Q2: 887 shares; 2025Q3: 879 shares; 2025Q4: 894 shares; 2026Q1: 899 shares; 2026Q2: 824 shares 824 $464K 0.16% -75 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: not reported; 2024Q4: not reported; 2025Q1: 6,457 shares; 2025Q2: 8,780 shares; 2025Q3: 8,989 shares; 2025Q4: 9,109 shares; 2026Q1: 10,663 shares; 2026Q2: 9,928 shares 9,928 $463K 0.16% -735 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,365 shares; 2024Q4: 4,199 shares; 2025Q1: 4,199 shares; 2025Q2: 4,199 shares; 2025Q3: 3,858 shares; 2025Q4: 3,858 shares; 2026Q1: 3,858 shares; 2026Q2: 3,858 shares 3,858 $426K 0.15% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,355 shares; 2024Q4: 19,134 shares; 2025Q1: 13,908 shares; 2025Q2: 12,897 shares; 2025Q3: 12,621 shares; 2025Q4: 11,584 shares; 2026Q1: 11,040 shares; 2026Q2: 10,729 shares 10,729 $419K 0.14% -311 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,769 shares; 2025Q3: 3,211 shares; 2025Q4: 3,231 shares; 2026Q1: 3,807 shares; 2026Q2: 4,364 shares 4,364 $417K 0.14% +557 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 693 shares; 2025Q3: 1,244 shares; 2025Q4: 1,261 shares; 2026Q1: 1,261 shares; 2026Q2: 1,247 shares 1,247 $408K 0.14% -14 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: 2,134 shares; 2024Q4: 2,134 shares; 2025Q1: 2,376 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares; 2025Q4: 2,177 shares; 2026Q1: 2,177 shares; 2026Q2: 1,632 shares 1,632 $371K 0.13% -545 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: 5,455 shares; 2024Q4: 5,455 shares; 2025Q1: 5,455 shares; 2025Q2: 5,455 shares; 2025Q3: 5,455 shares; 2025Q4: 5,455 shares; 2026Q1: 5,455 shares; 2026Q2: 5,455 shares 5,455 $366K 0.12% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,889 shares; 2025Q3: 4,844 shares; 2025Q4: 5,024 shares; 2026Q1: 5,387 shares; 2026Q2: 5,076 shares 5,076 $362K 0.12% -311 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,497 shares; 2024Q4: 6,423 shares; 2025Q1: 5,990 shares; 2025Q2: 5,990 shares; 2025Q3: 5,990 shares; 2025Q4: 5,990 shares; 2026Q1: 5,307 shares; 2026Q2: 5,307 shares 5,307 $343K 0.12% 0 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,590 shares; 2026Q1: 12,590 shares; 2026Q2: 12,685 shares 12,685 $340K 0.12% +95 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: 2,711 shares; 2024Q4: 2,711 shares; 2025Q1: 2,715 shares; 2025Q2: 2,708 shares; 2025Q3: 2,711 shares; 2025Q4: 2,711 shares; 2026Q1: 2,715 shares; 2026Q2: 2,723 shares 2,723 $308K 0.11% +8 Timeline PBD 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: 46,062 shares; 2024Q4: 46,062 shares; 2025Q1: 36,456 shares; 2025Q2: 19,611 shares; 2025Q3: 16,374 shares; 2025Q4: 15,639 shares; 2026Q1: 15,639 shares; 2026Q2: 14,764 shares 14,764 $289K 0.1% -875 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 377 shares 377 $288K 0.1% new Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,662 shares; 2024Q4: 22,393 shares; 2025Q1: 21,915 shares; 2025Q2: 17,966 shares; 2025Q3: 11,381 shares; 2025Q4: 5,239 shares; 2026Q1: 5,039 shares; 2026Q2: 3,736 shares 3,736 $284K 0.1% -1,303 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $281K 0.1% 0 Timeline DSI 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: 2,707 shares; 2025Q2: 2,707 shares; 2025Q3: 2,707 shares; 2025Q4: 1,798 shares; 2026Q1: 1,798 shares; 2026Q2: 1,798 shares 1,798 $256K 0.09% 0 Timeline EASG DBX ETF TR More: the full row for DBX 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: 6,170 shares; 2026Q2: 6,543 shares 6,543 $251K 0.09% +373 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: 3,017 shares; 2024Q4: 3,017 shares; 2025Q1: not reported; 2025Q2: 3,017 shares; 2025Q3: 3,017 shares; 2025Q4: 3,017 shares; 2026Q1: 3,017 shares; 2026Q2: 3,017 shares 3,017 $248K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 739 shares; 2026Q2: 686 shares 686 $235K 0.08% -53 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 627 shares 627 $234K 0.08% new Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,186 shares; 2024Q4: 10,186 shares; 2025Q1: 10,186 shares; 2025Q2: 10,186 shares; 2025Q3: 10,186 shares; 2025Q4: 10,186 shares; 2026Q1: 10,186 shares; 2026Q2: 10,186 shares 10,186 $233K 0.08% 0 Timeline IWB 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: 577 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $225K 0.08% 0 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: 7,460 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,501 shares; 2025Q4: 6,501 shares; 2026Q1: 6,501 shares; 2026Q2: 5,934 shares 5,934 $218K 0.07% -567 Timeline NOVO-NORDISK A S NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,400 shares 4,400 $211K 0.07% new NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 288 shares; 2025Q2: 269 shares; 2025Q3: 268 shares; 2025Q4: 2,680 shares; 2026Q1: 2,680 shares; 2026Q2: 2,842 shares 2,842 $203K 0.07% +162 Timeline