DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 507,031 shares; 2025Q1: not loaded; 2025Q2: 467,831 shares; 2025Q3: 463,379 shares; 2025Q4: 460,238 shares; 2026Q1: 543,945 shares; 2026Q2: 576,229 shares 576,229 $26.6M 14.44% +32,284 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 286,961 shares; 2025Q1: not loaded; 2025Q2: 244,574 shares; 2025Q3: 243,899 shares; 2025Q4: 249,028 shares; 2026Q1: 225,476 shares; 2026Q2: 220,990 shares 220,990 $15.8M 8.56% -4,486 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: not loaded; 2024Q4: 52,641 shares; 2025Q1: not loaded; 2025Q2: 43,470 shares; 2025Q3: 43,756 shares; 2025Q4: 43,036 shares; 2026Q1: 42,618 shares; 2026Q2: 41,989 shares 41,989 $15M 8.16% -629 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 288,845 shares; 2025Q1: not loaded; 2025Q2: 280,674 shares; 2025Q3: 283,240 shares; 2025Q4: 289,285 shares; 2026Q1: 309,412 shares; 2026Q2: 308,556 shares 308,556 $12.9M 6.99% -856 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 131,685 shares; 2025Q1: not loaded; 2025Q2: 138,221 shares; 2025Q3: 139,020 shares; 2025Q4: 140,535 shares; 2026Q1: 136,544 shares; 2026Q2: 135,563 shares 135,563 $11.4M 6.19% -981 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: not loaded; 2024Q4: 35,230 shares; 2025Q1: not loaded; 2025Q2: 33,504 shares; 2025Q3: 33,799 shares; 2025Q4: 33,255 shares; 2026Q1: 131,587 shares; 2026Q2: 130,723 shares 130,723 $11M 5.97% -864 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 95,779 shares; 2025Q1: not loaded; 2025Q2: 84,534 shares; 2025Q3: 84,635 shares; 2025Q4: 83,120 shares; 2026Q1: 82,751 shares; 2026Q2: 82,535 shares 82,535 $8.35M 4.53% -216 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: not loaded; 2024Q4: 8,542 shares; 2025Q1: not loaded; 2025Q2: 8,304 shares; 2025Q3: 8,309 shares; 2025Q4: 8,392 shares; 2026Q1: 8,376 shares; 2026Q2: 8,240 shares 8,240 $6.44M 3.49% -136 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,365 shares; 2025Q1: not loaded; 2025Q2: 108,661 shares; 2025Q3: 110,090 shares; 2025Q4: 122,747 shares; 2026Q1: 131,991 shares; 2026Q2: 133,964 shares 133,964 $6.22M 3.37% +1,973 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 99,155 shares; 2025Q1: not loaded; 2025Q2: 108,107 shares; 2025Q3: 109,100 shares; 2025Q4: 111,320 shares; 2026Q1: 110,742 shares; 2026Q2: 109,130 shares 109,130 $5.48M 2.97% -1,612 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: not loaded; 2024Q4: 123,997 shares; 2025Q1: not loaded; 2025Q2: 117,722 shares; 2025Q3: 118,306 shares; 2025Q4: 116,961 shares; 2026Q1: 119,260 shares; 2026Q2: 121,079 shares 121,079 $4.77M 2.59% +1,819 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: not loaded; 2024Q4: 38,719 shares; 2025Q1: not loaded; 2025Q2: 36,662 shares; 2025Q3: 36,343 shares; 2025Q4: 37,882 shares; 2026Q1: 37,509 shares; 2026Q2: 36,612 shares 36,612 $4.2M 2.28% -897 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,249 shares; 2025Q1: not loaded; 2025Q2: 53,104 shares; 2025Q3: 51,302 shares; 2025Q4: 43,484 shares; 2026Q1: 68,259 shares; 2026Q2: 78,471 shares 78,471 $3.19M 1.73% +10,212 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,542 shares; 2025Q1: not loaded; 2025Q2: 47,118 shares; 2025Q3: 45,410 shares; 2025Q4: 43,316 shares; 2026Q1: 62,213 shares; 2026Q2: 72,240 shares 72,240 $3.1M 1.68% +10,027 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 72,217 shares; 2025Q1: not loaded; 2025Q2: 69,662 shares; 2025Q3: 69,687 shares; 2025Q4: 71,707 shares; 2026Q1: 72,774 shares; 2026Q2: 71,034 shares 71,034 $3.08M 1.67% -1,740 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 66,480 shares; 2025Q1: not loaded; 2025Q2: 62,718 shares; 2025Q3: 60,625 shares; 2025Q4: 58,049 shares; 2026Q1: 64,919 shares; 2026Q2: 75,202 shares 75,202 $2.95M 1.6% +10,283 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: not loaded; 2024Q4: 1,250 shares; 2025Q1: not loaded; 2025Q2: 5,641 shares; 2025Q3: 5,677 shares; 2025Q4: 5,448 shares; 2026Q1: 5,920 shares; 2026Q2: 5,926 shares 5,926 $2.28M 1.23% +6 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,317 shares; 2025Q1: not loaded; 2025Q2: 5,323 shares; 2025Q3: 5,326 shares; 2025Q4: 10,692 shares; 2026Q1: 10,625 shares; 2026Q2: 10,266 shares 10,266 $1.96M 1.06% -359 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: not loaded; 2024Q4: 4,145 shares; 2025Q1: not loaded; 2025Q2: 4,707 shares; 2025Q3: 4,989 shares; 2025Q4: 5,139 shares; 2026Q1: 5,016 shares; 2026Q2: 5,032 shares 5,032 $1.33M 0.72% +16 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: not loaded; 2024Q4: 3,447 shares; 2025Q1: not loaded; 2025Q2: 4,417 shares; 2025Q3: 4,642 shares; 2025Q4: 4,727 shares; 2026Q1: 4,279 shares; 2026Q2: 4,315 shares 4,315 $1.32M 0.71% +36 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,700 shares; 2025Q1: not loaded; 2025Q2: 15,700 shares; 2025Q3: 15,700 shares; 2025Q4: 15,700 shares; 2026Q1: 15,700 shares; 2026Q2: 15,700 shares 15,700 $1.23M 0.67% 0 Timeline VCRB 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: not loaded; 2024Q4: 4,541 shares; 2025Q1: not loaded; 2025Q2: 11,866 shares; 2025Q3: 11,884 shares; 2025Q4: 10,226 shares; 2026Q1: 10,434 shares; 2026Q2: 15,231 shares 15,231 $1.16M 0.63% +4,797 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,904 shares; 2025Q1: not loaded; 2025Q2: 18,536 shares; 2025Q3: 17,878 shares; 2025Q4: 18,301 shares; 2026Q1: 24,967 shares; 2026Q2: 27,930 shares 27,930 $1.11M 0.6% +2,963 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 loaded; 2024Q4: 30,609 shares; 2025Q1: not loaded; 2025Q2: 21,649 shares; 2025Q3: 21,885 shares; 2025Q4: 22,180 shares; 2026Q1: 22,144 shares; 2026Q2: 21,419 shares 21,419 $1.08M 0.59% -725 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,030 shares; 2025Q1: not loaded; 2025Q2: 3,078 shares; 2025Q3: 3,100 shares; 2025Q4: 3,128 shares; 2026Q1: 3,133 shares; 2026Q2: 3,148 shares 3,148 $1.08M 0.59% +15 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,182 shares; 2025Q1: not loaded; 2025Q2: 4,703 shares; 2025Q3: 4,980 shares; 2025Q4: 5,158 shares; 2026Q1: 4,650 shares; 2026Q2: 4,669 shares 4,669 $1.05M 0.57% +19 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: not loaded; 2024Q4: 22,060 shares; 2025Q1: not loaded; 2025Q2: 20,271 shares; 2025Q3: 19,521 shares; 2025Q4: 18,373 shares; 2026Q1: 20,143 shares; 2026Q2: 23,357 shares 23,357 $1.03M 0.56% +3,214 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,207 shares; 2025Q1: not loaded; 2025Q2: 20,672 shares; 2025Q3: 19,913 shares; 2025Q4: 18,857 shares; 2026Q1: 24,408 shares; 2026Q2: 28,336 shares 28,336 $1.01M 0.55% +3,928 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 loaded; 2024Q4: 703 shares; 2025Q1: not loaded; 2025Q2: 1,221 shares; 2025Q3: 1,339 shares; 2025Q4: 1,370 shares; 2026Q1: 1,000 shares; 2026Q2: 1,004 shares 1,004 $858K 0.47% +4 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,616 shares; 2025Q1: not loaded; 2025Q2: 11,728 shares; 2025Q3: 11,286 shares; 2025Q4: 10,561 shares; 2026Q1: 17,879 shares; 2026Q2: 20,541 shares 20,541 $846K 0.46% +2,662 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: not loaded; 2024Q4: 488 shares; 2025Q1: not loaded; 2025Q2: 724 shares; 2025Q3: 795 shares; 2025Q4: 814 shares; 2026Q1: 692 shares; 2026Q2: 697 shares 697 $842K 0.46% +5 Timeline IDMO 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 13,119 shares; 2025Q3: 12,819 shares; 2025Q4: 12,782 shares; 2026Q1: 13,862 shares; 2026Q2: 13,278 shares 13,278 $839K 0.45% -584 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,300 shares; 2025Q1: not loaded; 2025Q2: 5,306 shares; 2025Q3: 5,304 shares; 2025Q4: 5,302 shares; 2026Q1: 5,315 shares; 2026Q2: 5,316 shares 5,316 $796K 0.43% +1 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: not loaded; 2024Q4: 6,461 shares; 2025Q1: not loaded; 2025Q2: 6,461 shares; 2025Q3: 6,461 shares; 2025Q4: 6,372 shares; 2026Q1: 6,461 shares; 2026Q2: 6,461 shares 6,461 $766K 0.42% 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: not loaded; 2024Q4: 2,841 shares; 2025Q1: not loaded; 2025Q2: 2,800 shares; 2025Q3: 2,801 shares; 2025Q4: 2,846 shares; 2026Q1: 2,801 shares; 2026Q2: 2,802 shares 2,802 $763K 0.41% +1 Timeline IPKW 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 12,249 shares; 2025Q3: 11,921 shares; 2025Q4: 11,782 shares; 2026Q1: 12,787 shares; 2026Q2: 12,264 shares 12,264 $754K 0.41% -523 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,375 shares; 2025Q1: not loaded; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,395 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $691K 0.37% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,057 shares; 2025Q3: 3,797 shares; 2025Q4: 4,092 shares; 2026Q1: 3,057 shares; 2026Q2: 3,081 shares 3,081 $685K 0.37% +24 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 15,798 shares; 2025Q3: 16,205 shares; 2025Q4: 14,098 shares; 2026Q1: 14,494 shares; 2026Q2: 13,403 shares 13,403 $666K 0.36% -1,091 Timeline DFGP 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 loaded; 2024Q4: 9,493 shares; 2025Q1: not loaded; 2025Q2: 6,859 shares; 2025Q3: 6,764 shares; 2025Q4: 8,428 shares; 2026Q1: 10,727 shares; 2026Q2: 12,131 shares 12,131 $651K 0.35% +1,404 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: not loaded; 2024Q4: 1,081 shares; 2025Q1: not loaded; 2025Q2: 2,226 shares; 2025Q3: 2,489 shares; 2025Q4: 2,359 shares; 2026Q1: 1,809 shares; 2026Q2: 1,817 shares 1,817 $629K 0.34% +8 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,423 shares; 2025Q4: 1,549 shares; 2026Q1: 1,516 shares; 2026Q2: 1,533 shares 1,533 $607K 0.33% +17 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 1,756 shares; 2026Q1: 1,629 shares; 2026Q2: 1,643 shares 1,643 $600K 0.33% +14 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,930 shares; 2025Q1: not loaded; 2025Q2: 11,072 shares; 2025Q3: 10,652 shares; 2025Q4: 10,043 shares; 2026Q1: 11,820 shares; 2026Q2: 13,635 shares 13,635 $572K 0.31% +1,815 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: not loaded; 2024Q4: 506 shares; 2025Q1: not loaded; 2025Q2: 930 shares; 2025Q3: 1,037 shares; 2025Q4: 1,188 shares; 2026Q1: 1,107 shares; 2026Q2: 1,134 shares 1,134 $564K 0.31% +27 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: not loaded; 2024Q4: 6,680 shares; 2025Q1: not loaded; 2025Q2: 6,695 shares; 2025Q3: 6,690 shares; 2025Q4: 6,688 shares; 2026Q1: 6,732 shares; 2026Q2: 6,739 shares 6,739 $548K 0.3% +7 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: not loaded; 2024Q4: 570 shares; 2025Q1: not loaded; 2025Q2: 850 shares; 2025Q3: 914 shares; 2025Q4: 953 shares; 2026Q1: 887 shares; 2026Q2: 915 shares 915 $544K 0.3% +28 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,085 shares; 2026Q2: 1,098 shares 1,098 $530K 0.29% +13 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: not loaded; 2024Q4: 1,037 shares; 2025Q1: not loaded; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $526K 0.28% 0 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 573 shares; 2025Q4: 619 shares; 2026Q1: 575 shares; 2026Q2: 2,324 shares 2,324 $524K 0.28% +1,749 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,913 shares; 2026Q1: 1,906 shares; 2026Q2: 1,906 shares 1,906 $478K 0.26% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,316 shares; 2025Q3: 1,322 shares; 2025Q4: 1,329 shares; 2026Q1: 1,336 shares; 2026Q2: 1,341 shares 1,341 $478K 0.26% +5 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: not loaded; 2024Q4: 630 shares; 2025Q1: not loaded; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 641 shares; 2026Q2: 642 shares 642 $470K 0.25% +1 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: not loaded; 2024Q4: 556 shares; 2025Q1: not loaded; 2025Q2: 1,400 shares; 2025Q3: 1,561 shares; 2025Q4: 1,615 shares; 2026Q1: 1,350 shares; 2026Q2: 1,358 shares 1,358 $462K 0.25% +8 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: not loaded; 2024Q4: 612 shares; 2025Q1: not loaded; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 593 shares; 2026Q1: 592 shares; 2026Q2: 592 shares 592 $461K 0.25% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,599 shares; 2025Q3: 2,949 shares; 2025Q4: 3,140 shares; 2026Q1: 2,208 shares; 2026Q2: 2,240 shares 2,240 $456K 0.25% +32 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,369 shares; 2025Q1: not loaded; 2025Q2: 1,369 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,362 shares; 2026Q2: 1,362 shares 1,362 $413K 0.22% 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,385 shares; 2026Q2: 1,405 shares 1,405 $368K 0.2% +20 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 945 shares; 2025Q3: 1,121 shares; 2025Q4: 1,181 shares; 2026Q1: 966 shares; 2026Q2: 981 shares 981 $356K 0.19% +15 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,282 shares; 2025Q1: not loaded; 2025Q2: 1,301 shares; 2025Q3: 1,311 shares; 2025Q4: 1,321 shares; 2026Q1: 1,330 shares; 2026Q2: 1,339 shares 1,339 $339K 0.18% +9 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,889 shares; 2025Q4: 2,082 shares; 2026Q1: 1,766 shares; 2026Q2: 1,801 shares 1,801 $333K 0.18% +35 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,900 shares; 2025Q1: not loaded; 2025Q2: 51,900 shares; 2025Q3: 51,900 shares; 2025Q4: 51,900 shares; 2026Q1: 51,900 shares; 2026Q2: 51,900 shares 51,900 $324K 0.18% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,228 shares; 2025Q1: not loaded; 2025Q2: 2,228 shares; 2025Q3: 2,228 shares; 2025Q4: 2,439 shares; 2026Q1: 2,209 shares; 2026Q2: 2,209 shares 2,209 $319K 0.17% 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,022 shares; 2025Q3: 1,237 shares; 2025Q4: 1,309 shares; 2026Q1: 721 shares; 2026Q2: 734 shares 734 $316K 0.17% +13 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 679 shares; 2025Q3: 826 shares; 2025Q4: 904 shares; 2026Q1: 685 shares; 2026Q2: 695 shares 695 $315K 0.17% +10 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,059 shares; 2026Q1: 807 shares; 2026Q2: 774 shares 774 $304K 0.16% -33 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,377 shares; 2026Q1: 3,349 shares; 2026Q2: 3,408 shares 3,408 $293K 0.16% +59 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 806 shares; 2025Q3: 973 shares; 2025Q4: 782 shares; 2026Q1: 687 shares; 2026Q2: 697 shares 697 $291K 0.16% +10 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 432 shares; 2025Q3: 518 shares; 2025Q4: 560 shares; 2026Q1: 503 shares; 2026Q2: 507 shares 507 $288K 0.16% +4 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 710 shares; 2026Q2: 720 shares 720 $287K 0.16% +10 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 832 shares; 2025Q3: 1,020 shares; 2025Q4: 1,099 shares; 2026Q1: 746 shares; 2026Q2: 762 shares 762 $275K 0.15% +16 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 817 shares; 2025Q3: 1,004 shares; 2025Q4: 1,086 shares; 2026Q1: 744 shares; 2026Q2: 759 shares 759 $270K 0.15% +15 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,901 shares; 2026Q2: 1,938 shares 1,938 $269K 0.15% +37 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 232 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,081 shares 2,081 $265K 0.14% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,696 shares; 2026Q2: 2,743 shares 2,743 $261K 0.14% +47 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 407 shares; 2025Q4: not reported; 2026Q1: 642 shares; 2026Q2: 646 shares 646 $257K 0.14% +4 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,033 shares; 2025Q4: 1,131 shares; 2026Q1: 1,265 shares; 2026Q2: 1,275 shares 1,275 $257K 0.14% +10 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 882 shares; 2025Q3: 1,083 shares; 2025Q4: 1,158 shares; 2026Q1: 766 shares; 2026Q2: 780 shares 780 $255K 0.14% +14 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,214 shares; 2025Q3: 2,779 shares; 2025Q4: 3,071 shares; 2026Q1: 3,153 shares; 2026Q2: 3,168 shares 3,168 $240K 0.13% +15 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,029 shares; 2026Q1: 881 shares; 2026Q2: 839 shares 839 $234K 0.13% -42 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $231K 0.13% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,501 shares 2,501 $228K 0.12% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,795 shares; 2025Q1: not loaded; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares; 2026Q2: 1,795 shares 1,795 $228K 0.12% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 624 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 836 shares 836 $226K 0.12% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,979 shares; 2025Q3: 2,496 shares; 2025Q4: 2,765 shares; 2026Q1: 2,375 shares; 2026Q2: 2,428 shares 2,428 $225K 0.12% +53 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 786 shares; 2025Q4: 848 shares; 2026Q1: not reported; 2026Q2: 650 shares 650 $223K 0.12% new 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,280 shares; 2026Q2: 2,280 shares 2,280 $223K 0.12% 0 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 20,417 shares; 2025Q4: 20,417 shares; 2026Q1: 20,417 shares; 2026Q2: 20,417 shares 20,417 $222K 0.12% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,127 shares; 2026Q1: 1,119 shares; 2026Q2: 1,123 shares 1,123 $222K 0.12% +4 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 849 shares 849 $220K 0.12% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,562 shares; 2026Q2: 1,575 shares 1,575 $218K 0.12% +13 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: not reported; 2026Q1: 504 shares; 2026Q2: 508 shares 508 $215K 0.12% +4 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,836 shares; 2026Q2: 1,845 shares 1,845 $214K 0.12% +9 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 654 shares; 2026Q1: not reported; 2026Q2: 629 shares 629 $212K 0.12% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 898 shares; 2025Q4: 1,003 shares; 2026Q1: not reported; 2026Q2: 767 shares 767 $212K 0.11% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 947 shares 947 $202K 0.11% new Timeline