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: 236,344 shares; 2024Q4: 249,830 shares; 2025Q1: 283,663 shares; 2025Q2: 302,493 shares; 2025Q3: 309,735 shares; 2025Q4: 314,276 shares; 2026Q1: 322,412 shares; 2026Q2: 341,670 shares 341,670 $18.5M 5.96% +19,258 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: 157,614 shares; 2024Q4: 171,785 shares; 2025Q1: 253,036 shares; 2025Q2: 314,162 shares; 2025Q3: 330,061 shares; 2025Q4: 350,864 shares; 2026Q1: 397,623 shares; 2026Q2: 426,625 shares 426,625 $16.9M 5.45% +29,002 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: 92,612 shares; 2024Q4: 105,203 shares; 2025Q1: 110,328 shares; 2025Q2: 151,836 shares; 2025Q3: 194,454 shares; 2025Q4: 214,919 shares; 2026Q1: 252,013 shares; 2026Q2: 291,464 shares 291,464 $13.9M 4.49% +39,451 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: 118,830 shares; 2024Q4: 121,760 shares; 2025Q1: 138,599 shares; 2025Q2: 151,497 shares; 2025Q3: 155,852 shares; 2025Q4: 164,150 shares; 2026Q1: 170,123 shares; 2026Q2: 180,235 shares 180,235 $12.6M 4.07% +10,112 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: 180,804 shares; 2024Q4: 193,564 shares; 2025Q1: 238,940 shares; 2025Q2: 265,962 shares; 2025Q3: 270,368 shares; 2025Q4: 281,042 shares; 2026Q1: 292,372 shares; 2026Q2: 299,702 shares 299,702 $12.1M 3.89% +7,330 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: 100,854 shares; 2024Q4: 101,565 shares; 2025Q1: 132,298 shares; 2025Q2: 156,026 shares; 2025Q3: 150,857 shares; 2025Q4: 160,149 shares; 2026Q1: 173,730 shares; 2026Q2: 194,611 shares 194,611 $11.3M 3.66% +20,881 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: 93,908 shares; 2024Q4: 99,467 shares; 2025Q1: 115,770 shares; 2025Q2: 122,603 shares; 2025Q3: 118,942 shares; 2025Q4: 123,096 shares; 2026Q1: 127,680 shares; 2026Q2: 133,040 shares 133,040 $10.5M 3.4% +5,360 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: 144,652 shares; 2024Q4: 153,089 shares; 2025Q1: 197,550 shares; 2025Q2: 225,769 shares; 2025Q3: 236,011 shares; 2025Q4: 247,726 shares; 2026Q1: 262,018 shares; 2026Q2: 274,142 shares 274,142 $9.6M 3.1% +12,124 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: 281,171 shares; 2024Q4: 281,015 shares; 2025Q1: 327,608 shares; 2025Q2: 342,722 shares; 2025Q3: 351,674 shares; 2025Q4: 355,969 shares; 2026Q1: 353,834 shares; 2026Q2: 383,015 shares 383,015 $9.59M 3.1% +29,181 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: 38,695 shares; 2024Q4: 45,842 shares; 2025Q1: 99,267 shares; 2025Q2: 140,386 shares; 2025Q3: 153,398 shares; 2025Q4: 165,385 shares; 2026Q1: 191,629 shares; 2026Q2: 207,790 shares 207,790 $8.67M 2.8% +16,161 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: 51,771 shares; 2024Q4: 51,474 shares; 2025Q1: 51,748 shares; 2025Q2: 45,594 shares; 2025Q3: 45,302 shares; 2025Q4: 45,491 shares; 2026Q1: 42,781 shares; 2026Q2: 47,936 shares 47,936 $8.1M 2.62% +5,155 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,006 shares; 2024Q4: 38,142 shares; 2025Q1: 38,187 shares; 2025Q2: 38,277 shares; 2025Q3: 38,378 shares; 2025Q4: 36,901 shares; 2026Q1: 37,370 shares; 2026Q2: 27,980 shares 27,980 $8.1M 2.62% -9,390 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: 17,647 shares; 2024Q4: 17,548 shares; 2025Q1: 17,196 shares; 2025Q2: 17,045 shares; 2025Q3: 16,366 shares; 2025Q4: 15,791 shares; 2026Q1: 15,715 shares; 2026Q2: 92,456 shares 92,456 $7.96M 2.57% +76,741 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: 29,103 shares; 2024Q4: 29,153 shares; 2025Q1: 28,894 shares; 2025Q2: 29,476 shares; 2025Q3: 29,543 shares; 2025Q4: 29,628 shares; 2026Q1: 29,637 shares; 2026Q2: 28,624 shares 28,624 $6.94M 2.24% -1,013 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: 12,101 shares; 2024Q4: 11,877 shares; 2025Q1: 11,746 shares; 2025Q2: 11,755 shares; 2025Q3: 11,722 shares; 2025Q4: 11,322 shares; 2026Q1: 11,319 shares; 2026Q2: 45,338 shares 45,338 $5.63M 1.82% +34,019 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: 30,014 shares; 2024Q4: 39,684 shares; 2025Q1: 87,315 shares; 2025Q2: 112,834 shares; 2025Q3: 125,536 shares; 2025Q4: 134,886 shares; 2026Q1: 144,509 shares; 2026Q2: 159,064 shares 159,064 $5.43M 1.75% +14,555 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: 61,587 shares; 2024Q4: 61,789 shares; 2025Q1: 61,535 shares; 2025Q2: 63,349 shares; 2025Q3: 63,345 shares; 2025Q4: 62,462 shares; 2026Q1: 62,462 shares; 2026Q2: 62,393 shares 62,393 $4.78M 1.54% -69 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: 99,477 shares; 2024Q4: 99,706 shares; 2025Q1: 115,991 shares; 2025Q2: 130,756 shares; 2025Q3: 138,179 shares; 2025Q4: 151,897 shares; 2026Q1: 167,639 shares; 2026Q2: 178,662 shares 178,662 $4.67M 1.51% +11,023 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: 22,267 shares; 2024Q4: 22,256 shares; 2025Q1: 22,289 shares; 2025Q2: 22,436 shares; 2025Q3: 22,418 shares; 2025Q4: 20,898 shares; 2026Q1: 20,730 shares; 2026Q2: 20,804 shares 20,804 $4.53M 1.46% +74 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: 48,378 shares; 2024Q4: 47,959 shares; 2025Q1: 47,232 shares; 2025Q2: 47,121 shares; 2025Q3: 46,461 shares; 2025Q4: 44,326 shares; 2026Q1: 44,391 shares; 2026Q2: 44,281 shares 44,281 $4.27M 1.38% -110 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,762 shares; 2024Q4: 38,781 shares; 2025Q1: 38,025 shares; 2025Q2: 36,324 shares; 2025Q3: 36,329 shares; 2025Q4: 35,450 shares; 2026Q1: 31,686 shares; 2026Q2: 39,221 shares 39,221 $4.08M 1.32% +7,535 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,239 shares; 2024Q4: 101,530 shares; 2025Q1: 94,572 shares; 2025Q2: 99,539 shares; 2025Q3: 92,945 shares; 2025Q4: 86,059 shares; 2026Q1: 84,682 shares; 2026Q2: 80,405 shares 80,405 $4.07M 1.31% -4,277 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: 50,537 shares; 2024Q4: 51,020 shares; 2025Q1: 51,585 shares; 2025Q2: 50,790 shares; 2025Q3: 50,074 shares; 2025Q4: 48,706 shares; 2026Q1: 49,048 shares; 2026Q2: 48,447 shares 48,447 $4.01M 1.3% -601 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: 30,751 shares; 2024Q4: 30,745 shares; 2025Q1: 29,703 shares; 2025Q2: 29,575 shares; 2025Q3: 27,841 shares; 2025Q4: 27,928 shares; 2026Q1: 28,447 shares; 2026Q2: 28,603 shares 28,603 $3.56M 1.15% +156 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: 23,428 shares; 2024Q4: 19,950 shares; 2025Q1: 31,046 shares; 2025Q2: 31,277 shares; 2025Q3: 31,579 shares; 2025Q4: 31,149 shares; 2026Q1: 31,614 shares; 2026Q2: 30,914 shares 30,914 $3.5M 1.13% -700 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: 62,232 shares; 2024Q4: 64,368 shares; 2025Q1: 61,631 shares; 2025Q2: 63,114 shares; 2025Q3: 62,105 shares; 2025Q4: 58,167 shares; 2026Q1: 57,752 shares; 2026Q2: 58,442 shares 58,442 $3.49M 1.13% +690 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: 70,679 shares; 2024Q4: 69,576 shares; 2025Q1: 66,454 shares; 2025Q2: 67,289 shares; 2025Q3: 67,011 shares; 2025Q4: 65,672 shares; 2026Q1: 65,552 shares; 2026Q2: 62,156 shares 62,156 $3.42M 1.1% -3,396 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: 11,132 shares; 2024Q4: 10,798 shares; 2025Q1: 10,591 shares; 2025Q2: 10,530 shares; 2025Q3: 9,552 shares; 2025Q4: 9,205 shares; 2026Q1: 9,316 shares; 2026Q2: 9,116 shares 9,116 $3.33M 1.08% -200 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: 43,635 shares; 2024Q4: 44,444 shares; 2025Q1: 44,553 shares; 2025Q2: 43,680 shares; 2025Q3: 41,213 shares; 2025Q4: 38,936 shares; 2026Q1: 38,493 shares; 2026Q2: 37,414 shares 37,414 $3.08M 0.99% -1,079 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: 7,115 shares; 2024Q4: 7,166 shares; 2025Q1: 8,873 shares; 2025Q2: 8,814 shares; 2025Q3: 9,175 shares; 2025Q4: 9,902 shares; 2026Q1: 9,988 shares; 2026Q2: 9,848 shares 9,848 $2.85M 0.92% -140 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: 12,169 shares; 2024Q4: 12,442 shares; 2025Q1: 12,300 shares; 2025Q2: 12,436 shares; 2025Q3: 13,504 shares; 2025Q4: 14,080 shares; 2026Q1: 14,084 shares; 2026Q2: 14,099 shares 14,099 $2.82M 0.91% +15 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: 68,280 shares; 2024Q4: 67,588 shares; 2025Q1: 66,073 shares; 2025Q2: 60,743 shares; 2025Q3: 59,838 shares; 2025Q4: 62,350 shares; 2026Q1: 62,413 shares; 2026Q2: 59,999 shares 59,999 $2.69M 0.87% -2,414 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 3,654 shares; 2025Q1: 3,862 shares; 2025Q2: 3,618 shares; 2025Q3: 3,614 shares; 2025Q4: 3,540 shares; 2026Q1: 3,491 shares; 2026Q2: 3,496 shares 3,496 $2.62M 0.85% +5 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: 22,406 shares; 2024Q4: 22,176 shares; 2025Q1: 24,425 shares; 2025Q2: 23,922 shares; 2025Q3: 23,767 shares; 2025Q4: 24,033 shares; 2026Q1: 23,991 shares; 2026Q2: 23,446 shares 23,446 $2.53M 0.82% -545 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: 3,705 shares; 2024Q4: 3,723 shares; 2025Q1: 3,737 shares; 2025Q2: 3,733 shares; 2025Q3: 3,734 shares; 2025Q4: 3,703 shares; 2026Q1: 3,233 shares; 2026Q2: 3,188 shares 3,188 $2.38M 0.77% -45 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: 22,134 shares; 2024Q4: 25,057 shares; 2025Q1: 25,511 shares; 2025Q2: 24,974 shares; 2025Q3: 23,589 shares; 2025Q4: 22,660 shares; 2026Q1: 22,867 shares; 2026Q2: 23,432 shares 23,432 $2.26M 0.73% +565 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: 79,512 shares; 2024Q4: 79,537 shares; 2025Q1: 79,303 shares; 2025Q2: 76,421 shares; 2025Q3: 76,192 shares; 2025Q4: 73,966 shares; 2026Q1: 72,892 shares; 2026Q2: 73,230 shares 73,230 $2.23M 0.72% +338 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: 22,327 shares; 2024Q4: 21,666 shares; 2025Q1: 22,749 shares; 2025Q2: 22,768 shares; 2025Q3: 21,452 shares; 2025Q4: 21,577 shares; 2026Q1: 27,928 shares; 2026Q2: 25,161 shares 25,161 $2.19M 0.71% -2,767 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: 7,168 shares; 2024Q4: 7,674 shares; 2025Q1: 7,628 shares; 2025Q2: 7,158 shares; 2025Q3: 7,157 shares; 2025Q4: 6,615 shares; 2026Q1: 6,665 shares; 2026Q2: 6,719 shares 6,719 $2.02M 0.65% +54 Timeline ATCL REX ETF TR More: the full row for REX 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: 80,708 shares 80,708 $2M 0.65% new 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: 2,428 shares; 2024Q4: 6,908 shares; 2025Q1: 6,863 shares; 2025Q2: 6,632 shares; 2025Q3: 13,002 shares; 2025Q4: 22,762 shares; 2026Q1: 23,981 shares; 2026Q2: 23,267 shares 23,267 $1.92M 0.62% -714 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: 2,584 shares; 2024Q4: 2,590 shares; 2025Q1: 2,850 shares; 2025Q2: 2,759 shares; 2025Q3: 2,675 shares; 2025Q4: 2,616 shares; 2026Q1: 2,616 shares; 2026Q2: 2,603 shares 2,603 $1.92M 0.62% -13 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: 28,963 shares; 2024Q4: 29,283 shares; 2025Q1: 29,015 shares; 2025Q2: 28,173 shares; 2025Q3: 28,175 shares; 2025Q4: 27,320 shares; 2026Q1: 27,266 shares; 2026Q2: 28,252 shares 28,252 $1.9M 0.61% +986 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: 8,107 shares; 2024Q4: 9,111 shares; 2025Q1: 16,011 shares; 2025Q2: 20,183 shares; 2025Q3: 21,627 shares; 2025Q4: 26,805 shares; 2026Q1: 32,023 shares; 2026Q2: 36,095 shares 36,095 $1.83M 0.59% +4,072 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: 45,205 shares; 2024Q4: 45,607 shares; 2025Q1: 46,115 shares; 2025Q2: 42,697 shares; 2025Q3: 38,577 shares; 2025Q4: 36,289 shares; 2026Q1: 35,793 shares; 2026Q2: 35,282 shares 35,282 $1.77M 0.57% -511 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: 2,625 shares; 2024Q4: 2,648 shares; 2025Q1: 2,655 shares; 2025Q2: 2,632 shares; 2025Q3: 2,638 shares; 2025Q4: 2,473 shares; 2026Q1: 2,464 shares; 2026Q2: 2,468 shares 2,468 $1.74M 0.56% +4 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: 9,825 shares; 2024Q4: 9,858 shares; 2025Q1: 9,853 shares; 2025Q2: 9,807 shares; 2025Q3: 9,798 shares; 2025Q4: 10,155 shares; 2026Q1: 12,547 shares; 2026Q2: 12,672 shares 12,672 $1.73M 0.56% +125 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: 20,123 shares; 2024Q4: 19,723 shares; 2025Q1: 19,582 shares; 2025Q2: 19,541 shares; 2025Q3: 19,423 shares; 2025Q4: 19,411 shares; 2026Q1: 19,281 shares; 2026Q2: 19,445 shares 19,445 $1.72M 0.56% +164 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: 21,112 shares; 2024Q4: 21,293 shares; 2025Q1: 21,155 shares; 2025Q2: 20,350 shares; 2025Q3: 20,069 shares; 2025Q4: 19,984 shares; 2026Q1: 20,020 shares; 2026Q2: 18,587 shares 18,587 $1.43M 0.46% -1,433 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: 4,168 shares; 2024Q4: 3,854 shares; 2025Q1: 3,860 shares; 2025Q2: 3,854 shares; 2025Q3: 3,737 shares; 2025Q4: 7,475 shares; 2026Q1: 7,475 shares; 2026Q2: 7,475 shares 7,475 $1.42M 0.46% 0 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: 10,581 shares; 2024Q4: 11,743 shares; 2025Q1: 13,424 shares; 2025Q2: 13,353 shares; 2025Q3: 13,270 shares; 2025Q4: 12,586 shares; 2026Q1: 12,565 shares; 2026Q2: 13,045 shares 13,045 $1.42M 0.46% +480 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,488 shares; 2024Q4: 14,187 shares; 2025Q1: 14,131 shares; 2025Q2: 13,691 shares; 2025Q3: 13,612 shares; 2025Q4: 13,553 shares; 2026Q1: 12,849 shares; 2026Q2: 12,780 shares 12,780 $1.39M 0.45% -69 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,566 shares; 2024Q4: 14,566 shares; 2025Q1: 16,766 shares; 2025Q2: 16,766 shares; 2025Q3: 16,766 shares; 2025Q4: 16,766 shares; 2026Q1: 16,766 shares; 2026Q2: 16,766 shares 16,766 $1.38M 0.45% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,535 shares; 2024Q4: 4,696 shares; 2025Q1: 4,649 shares; 2025Q2: 5,327 shares; 2025Q3: 5,327 shares; 2025Q4: 5,307 shares; 2026Q1: 5,857 shares; 2026Q2: 5,873 shares 5,873 $1.3M 0.42% +16 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: 2,273 shares; 2024Q4: 2,273 shares; 2025Q1: 2,268 shares; 2025Q2: 2,265 shares; 2025Q3: 2,091 shares; 2025Q4: 2,072 shares; 2026Q1: 2,065 shares; 2026Q2: 2,090 shares 2,090 $1.21M 0.39% +25 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: 4,140 shares; 2024Q4: 4,144 shares; 2025Q1: 4,132 shares; 2025Q2: 4,100 shares; 2025Q3: 4,008 shares; 2025Q4: 3,998 shares; 2026Q1: 3,950 shares; 2026Q2: 3,931 shares 3,931 $1.19M 0.38% -19 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: not reported; 2024Q4: 4,987 shares; 2025Q1: 6,869 shares; 2025Q2: 6,902 shares; 2025Q3: 11,493 shares; 2025Q4: 17,196 shares; 2026Q1: 20,339 shares; 2026Q2: 20,006 shares 20,006 $1.18M 0.38% -333 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: 3,410 shares; 2024Q4: 3,379 shares; 2025Q1: 3,026 shares; 2025Q2: 3,027 shares; 2025Q3: 3,033 shares; 2025Q4: 3,008 shares; 2026Q1: 2,900 shares; 2026Q2: 2,892 shares 2,892 $1.14M 0.37% -8 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: 3,767 shares; 2024Q4: 3,769 shares; 2025Q1: 3,771 shares; 2025Q2: 3,762 shares; 2025Q3: 3,761 shares; 2025Q4: 3,765 shares; 2026Q1: 3,765 shares; 2026Q2: 3,767 shares 3,767 $1.12M 0.36% +2 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,849 shares; 2024Q4: 5,852 shares; 2025Q1: 5,898 shares; 2025Q2: 5,897 shares; 2025Q3: 6,077 shares; 2025Q4: 5,266 shares; 2026Q1: 5,266 shares; 2026Q2: 4,419 shares 4,419 $1.01M 0.33% -847 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: 4,369 shares; 2024Q4: 4,434 shares; 2025Q1: 4,419 shares; 2025Q2: 4,606 shares; 2025Q3: 4,568 shares; 2025Q4: 4,074 shares; 2026Q1: 4,079 shares; 2026Q2: 4,074 shares 4,074 $990K 0.32% -5 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: 1,377 shares; 2024Q4: 1,784 shares; 2025Q1: 2,104 shares; 2025Q2: 2,095 shares; 2025Q3: 2,109 shares; 2025Q4: 2,361 shares; 2026Q1: 2,490 shares; 2026Q2: 2,493 shares 2,493 $930K 0.3% +3 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: 22,350 shares; 2024Q4: 22,350 shares; 2025Q1: 22,330 shares; 2025Q2: 19,296 shares; 2025Q3: 20,041 shares; 2025Q4: 20,041 shares; 2026Q1: 19,341 shares; 2026Q2: 21,682 shares 21,682 $881K 0.28% +2,341 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,709 shares; 2024Q4: 2,459 shares; 2025Q1: 2,739 shares; 2025Q2: 2,401 shares; 2025Q3: 2,239 shares; 2025Q4: 2,677 shares; 2026Q1: 2,614 shares; 2026Q2: 10,459 shares 10,459 $843K 0.27% +7,845 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: 779 shares; 2024Q4: 785 shares; 2025Q1: 787 shares; 2025Q2: 783 shares; 2025Q3: 786 shares; 2025Q4: 787 shares; 2026Q1: 787 shares; 2026Q2: 788 shares 788 $839K 0.27% +1 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: 10,001 shares; 2024Q4: 10,157 shares; 2025Q1: 10,054 shares; 2025Q2: 8,996 shares; 2025Q3: 8,815 shares; 2025Q4: 8,652 shares; 2026Q1: 8,652 shares; 2026Q2: 7,949 shares 7,949 $826K 0.27% -703 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: 25,407 shares; 2024Q4: 25,407 shares; 2025Q1: 25,407 shares; 2025Q2: 26,757 shares; 2025Q3: 25,757 shares; 2025Q4: 21,602 shares; 2026Q1: 21,602 shares; 2026Q2: 20,201 shares 20,201 $784K 0.25% -1,401 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 1,608 shares; 2026Q1: 2,667 shares; 2026Q2: 2,741 shares 2,741 $771K 0.25% +74 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: 6,495 shares; 2024Q4: 6,457 shares; 2025Q1: 5,894 shares; 2025Q2: 5,894 shares; 2025Q3: 5,894 shares; 2025Q4: 5,578 shares; 2026Q1: 5,578 shares; 2026Q2: 5,518 shares 5,518 $759K 0.25% -60 Timeline DFNM 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: 15,333 shares; 2024Q4: 15,333 shares; 2025Q1: 15,333 shares; 2025Q2: 15,333 shares; 2025Q3: 14,725 shares; 2025Q4: 14,225 shares; 2026Q1: 13,715 shares; 2026Q2: 15,276 shares 15,276 $738K 0.24% +1,561 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: 6,408 shares; 2024Q4: 6,497 shares; 2025Q1: 7,403 shares; 2025Q2: 7,552 shares; 2025Q3: 7,872 shares; 2025Q4: 7,502 shares; 2026Q1: 7,522 shares; 2026Q2: 7,963 shares 7,963 $726K 0.23% +441 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: 6,753 shares; 2024Q4: 6,328 shares; 2025Q1: 6,148 shares; 2025Q2: 6,151 shares; 2025Q3: 6,119 shares; 2025Q4: 6,122 shares; 2026Q1: 6,022 shares; 2026Q2: 6,913 shares 6,913 $706K 0.23% +891 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: 1,138 shares; 2024Q4: 1,324 shares; 2025Q1: 2,173 shares; 2025Q2: 2,235 shares; 2025Q3: 2,074 shares; 2025Q4: 2,779 shares; 2026Q1: 2,778 shares; 2026Q2: 2,880 shares 2,880 $686K 0.22% +102 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 578 shares 578 $667K 0.22% new 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: 11,705 shares; 2024Q4: 14,972 shares; 2025Q1: 14,357 shares; 2025Q2: 10,158 shares; 2025Q3: 9,491 shares; 2025Q4: 8,790 shares; 2026Q1: 8,208 shares; 2026Q2: 8,276 shares 8,276 $645K 0.21% +68 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: 4,148 shares; 2024Q4: 4,654 shares; 2025Q1: 4,654 shares; 2025Q2: 4,654 shares; 2025Q3: 4,654 shares; 2025Q4: 4,654 shares; 2026Q1: 4,654 shares; 2026Q2: 4,154 shares 4,154 $632K 0.2% -500 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: 3,145 shares; 2024Q4: 3,189 shares; 2025Q1: 2,658 shares; 2025Q2: 2,955 shares; 2025Q3: 2,955 shares; 2025Q4: 2,955 shares; 2026Q1: 2,955 shares; 2026Q2: 2,741 shares 2,741 $622K 0.2% -214 Timeline VRP 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: 12,569 shares; 2024Q4: 12,678 shares; 2025Q1: 12,898 shares; 2025Q2: 12,905 shares; 2025Q3: 17,150 shares; 2025Q4: 16,709 shares; 2026Q1: 17,564 shares; 2026Q2: 25,082 shares 25,082 $610K 0.2% +7,518 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 17,784 shares; 2026Q1: 17,784 shares; 2026Q2: 17,784 shares 17,784 $609K 0.2% 0 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: 19,490 shares; 2024Q4: 19,759 shares; 2025Q1: 5,814 shares; 2025Q2: 5,683 shares; 2025Q3: 5,543 shares; 2025Q4: 11,086 shares; 2026Q1: 11,086 shares; 2026Q2: 11,086 shares 11,086 $589K 0.19% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,019 shares; 2026Q1: 2,270 shares; 2026Q2: 2,271 shares 2,271 $572K 0.18% +1 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,463 shares; 2024Q4: 55,082 shares; 2025Q1: 59,902 shares; 2025Q2: 60,402 shares; 2025Q3: 63,060 shares; 2025Q4: 62,951 shares; 2026Q1: 65,480 shares; 2026Q2: 61,977 shares 61,977 $571K 0.18% -3,503 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 8,611 shares; 2025Q2: 8,611 shares; 2025Q3: 8,611 shares; 2025Q4: 8,611 shares; 2026Q1: 8,611 shares; 2026Q2: 8,611 shares 8,611 $571K 0.18% 0 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: 18,445 shares; 2024Q4: 20,329 shares; 2025Q1: 18,554 shares; 2025Q2: 14,734 shares; 2025Q3: 13,830 shares; 2025Q4: 13,082 shares; 2026Q1: 12,391 shares; 2026Q2: 12,074 shares 12,074 $565K 0.18% -317 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,745 shares; 2024Q4: 42,360 shares; 2025Q1: 42,916 shares; 2025Q2: 42,531 shares; 2025Q3: 43,004 shares; 2025Q4: 43,735 shares; 2026Q1: 28,832 shares; 2026Q2: 29,216 shares 29,216 $559K 0.18% +384 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,537 shares; 2025Q2: 3,545 shares; 2025Q3: 3,799 shares; 2025Q4: 3,794 shares; 2026Q1: 7,541 shares; 2026Q2: 7,510 shares 7,510 $558K 0.18% -31 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,176 shares; 2025Q2: 2,503 shares; 2025Q3: 2,503 shares; 2025Q4: 2,503 shares; 2026Q1: 2,503 shares; 2026Q2: 2,503 shares 2,503 $549K 0.18% 0 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: 17,829 shares; 2024Q4: 17,836 shares; 2025Q1: 16,562 shares; 2025Q2: 14,434 shares; 2025Q3: 14,434 shares; 2025Q4: 13,385 shares; 2026Q1: 13,385 shares; 2026Q2: 13,357 shares 13,357 $536K 0.17% -28 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: 3,422 shares; 2024Q4: 3,458 shares; 2025Q1: 3,482 shares; 2025Q2: 3,448 shares; 2025Q3: 3,473 shares; 2025Q4: 3,500 shares; 2026Q1: 3,501 shares; 2026Q2: 3,524 shares 3,524 $529K 0.17% +23 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,517 shares; 2024Q4: 12,474 shares; 2025Q1: 13,466 shares; 2025Q2: 12,866 shares; 2025Q3: 12,866 shares; 2025Q4: 12,646 shares; 2026Q1: 11,832 shares; 2026Q2: 11,777 shares 11,777 $499K 0.16% -55 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: 1,205 shares; 2025Q1: 1,316 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,306 shares; 2026Q1: 1,312 shares; 2026Q2: 1,325 shares 1,325 $495K 0.16% +13 Timeline CATH 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: 5,499 shares; 2024Q4: 5,499 shares; 2025Q1: 5,499 shares; 2025Q2: 5,499 shares; 2025Q3: 5,499 shares; 2025Q4: 5,499 shares; 2026Q1: 5,499 shares; 2026Q2: 5,499 shares 5,499 $487K 0.16% 0 Timeline AAON AAON INC More: the full row for AAON 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: 3,812 shares 3,812 $484K 0.16% new 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: 904 shares; 2025Q1: 1,173 shares; 2025Q2: 1,135 shares; 2025Q3: 1,120 shares; 2025Q4: 1,109 shares; 2026Q1: 1,383 shares; 2026Q2: 1,448 shares 1,448 $474K 0.15% +65 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: 1,837 shares; 2024Q4: 2,214 shares; 2025Q1: 2,185 shares; 2025Q2: 2,124 shares; 2025Q3: 1,967 shares; 2025Q4: 1,935 shares; 2026Q1: 1,907 shares; 2026Q2: 1,908 shares 1,908 $452K 0.15% +1 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,215 shares; 2026Q2: 1,170 shares 1,170 $442K 0.14% -45 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 743 shares; 2026Q1: 741 shares; 2026Q2: 1,220 shares 1,220 $436K 0.14% +479 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: 676 shares; 2024Q4: 736 shares; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 1,045 shares; 2026Q2: 1,045 shares 1,045 $428K 0.14% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 349 shares; 2026Q1: 349 shares; 2026Q2: 352 shares 352 $422K 0.14% +3 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: 20,624 shares; 2024Q4: 61,871 shares; 2025Q1: 61,871 shares; 2025Q2: 61,871 shares; 2025Q3: 61,871 shares; 2025Q4: 23,744 shares; 2026Q1: 14,334 shares; 2026Q2: 14,334 shares 14,334 $415K 0.13% 0 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,699 shares; 2024Q4: 10,399 shares; 2025Q1: 10,399 shares; 2025Q2: 10,399 shares; 2025Q3: 13,976 shares; 2025Q4: 13,976 shares; 2026Q1: 13,976 shares; 2026Q2: 13,976 shares 13,976 $409K 0.13% 0 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: 5,051 shares; 2024Q4: 4,978 shares; 2025Q1: 4,978 shares; 2025Q2: 4,978 shares; 2025Q3: 4,978 shares; 2025Q4: 4,890 shares; 2026Q1: 4,890 shares; 2026Q2: 4,890 shares 4,890 $403K 0.13% 0 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: 2,990 shares; 2024Q4: 2,993 shares; 2025Q1: 2,997 shares; 2025Q2: 3,000 shares; 2025Q3: 3,003 shares; 2025Q4: 2,488 shares; 2026Q1: 2,488 shares; 2026Q2: 2,488 shares 2,488 $393K 0.13% 0 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: 14,086 shares; 2024Q4: 13,522 shares; 2025Q1: 11,247 shares; 2025Q2: 9,734 shares; 2025Q3: 8,956 shares; 2025Q4: 8,640 shares; 2026Q1: 8,073 shares; 2026Q2: 7,696 shares 7,696 $393K 0.13% -377 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: not reported; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 1,415 shares; 2025Q3: 1,615 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares; 2026Q2: 1,635 shares 1,635 $361K 0.12% +20 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 1,104 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,032 shares; 2026Q1: 1,032 shares; 2026Q2: 1,033 shares 1,033 $355K 0.11% +1 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 15,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,091 shares; 2025Q4: 20,244 shares; 2026Q1: 20,624 shares; 2026Q2: 21,037 shares 21,037 $351K 0.11% +413 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: 5,156 shares; 2024Q4: 7,513 shares; 2025Q1: 7,484 shares; 2025Q2: 5,285 shares; 2025Q3: 4,964 shares; 2025Q4: 5,294 shares; 2026Q1: 5,483 shares; 2026Q2: 4,850 shares 4,850 $346K 0.11% -633 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 8,832 shares; 2026Q1: 8,832 shares; 2026Q2: 8,832 shares 8,832 $341K 0.11% 0 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,583 shares; 2024Q4: 3,583 shares; 2025Q1: 3,583 shares; 2025Q2: 3,583 shares; 2025Q3: 3,583 shares; 2025Q4: 3,583 shares; 2026Q1: 3,583 shares; 2026Q2: 3,583 shares 3,583 $339K 0.11% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,276 shares; 2026Q2: 7,595 shares 7,595 $337K 0.11% +1,319 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,848 shares; 2026Q2: 8,848 shares 8,848 $325K 0.11% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,505 shares; 2024Q4: 11,588 shares; 2025Q1: 11,239 shares; 2025Q2: 11,259 shares; 2025Q3: 7,914 shares; 2025Q4: 6,640 shares; 2026Q1: 6,404 shares; 2026Q2: 6,426 shares 6,426 $324K 0.1% +22 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,500 shares; 2024Q4: 32,500 shares; 2025Q1: 31,500 shares; 2025Q2: 24,641 shares; 2025Q3: 26,900 shares; 2025Q4: 27,211 shares; 2026Q1: 27,563 shares; 2026Q2: 27,956 shares 27,956 $305K 0.1% +393 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: 3,547 shares; 2024Q4: 3,563 shares; 2025Q1: 3,604 shares; 2025Q2: 3,581 shares; 2025Q3: 3,575 shares; 2025Q4: 3,567 shares; 2026Q1: 3,567 shares; 2026Q2: 3,752 shares 3,752 $305K 0.1% +185 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,976 shares; 2026Q2: 6,977 shares 6,977 $295K 0.1% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 248 shares; 2026Q2: 251 shares 251 $295K 0.1% +3 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY 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: 5,747 shares; 2026Q2: 5,747 shares 5,747 $280K 0.09% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,828 shares; 2026Q2: 3,831 shares 3,831 $279K 0.09% +3 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: 601 shares; 2024Q4: 615 shares; 2025Q1: 608 shares; 2025Q2: 560 shares; 2025Q3: 557 shares; 2025Q4: 582 shares; 2026Q1: 581 shares; 2026Q2: 553 shares 553 $277K 0.09% -28 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: 9,223 shares; 2024Q4: 6,487 shares; 2025Q1: 6,487 shares; 2025Q2: 5,631 shares; 2025Q3: 5,120 shares; 2025Q4: 5,086 shares; 2026Q1: 5,086 shares; 2026Q2: 5,086 shares 5,086 $267K 0.09% 0 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,610 shares; 2024Q4: 17,838 shares; 2025Q1: 17,839 shares; 2025Q2: 17,838 shares; 2025Q3: 17,147 shares; 2025Q4: 17,147 shares; 2026Q1: 9,269 shares; 2026Q2: 9,269 shares 9,269 $265K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,592 shares; 2025Q3: 4,594 shares; 2025Q4: 4,596 shares; 2026Q1: 4,523 shares; 2026Q2: 4,525 shares 4,525 $258K 0.08% +2 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares; 2026Q2: 1,010 shares 1,010 $257K 0.08% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,416 shares; 2026Q2: 12,266 shares 12,266 $254K 0.08% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,935 shares; 2026Q2: 1,948 shares 1,948 $250K 0.08% +13 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: not reported; 2024Q4: 4,136 shares; 2025Q1: 4,072 shares; 2025Q2: 3,438 shares; 2025Q3: 1,968 shares; 2025Q4: 1,551 shares; 2026Q1: 1,501 shares; 2026Q2: 1,501 shares 1,501 $247K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,042 shares 2,042 $240K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,006 shares; 2025Q4: 3,049 shares; 2026Q1: 3,052 shares; 2026Q2: 3,086 shares 3,086 $239K 0.08% +34 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,094 shares; 2026Q2: 9,794 shares 9,794 $238K 0.08% -1,300 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: not reported; 2024Q4: not reported; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 299 shares; 2025Q4: not reported; 2026Q1: 254 shares; 2026Q2: 253 shares 253 $237K 0.08% -1 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 10,000 shares; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $231K 0.07% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA 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: 427 shares; 2026Q2: 427 shares 427 $230K 0.07% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 461 shares; 2026Q1: 461 shares; 2026Q2: 436 shares 436 $228K 0.07% -25 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 6,981 shares; 2026Q1: 6,981 shares; 2026Q2: 6,981 shares 6,981 $220K 0.07% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 4,835 shares; 2026Q1: not reported; 2026Q2: 4,835 shares 4,835 $214K 0.07% new 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: 1,871 shares; 2024Q4: 1,851 shares; 2025Q1: 1,737 shares; 2025Q2: 1,706 shares; 2025Q3: 1,436 shares; 2025Q4: 1,484 shares; 2026Q1: 1,483 shares; 2026Q2: 1,558 shares 1,558 $211K 0.07% +75 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,186 shares; 2026Q2: 2,188 shares 2,188 $209K 0.07% +2 Timeline SPLV 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: 2,768 shares; 2025Q2: 2,768 shares; 2025Q3: 2,768 shares; 2025Q4: not reported; 2026Q1: 2,768 shares; 2026Q2: 2,768 shares 2,768 $207K 0.07% 0 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 7,827 shares 7,827 $203K 0.07% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP 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 $180K 0.06% 0 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR 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: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $97.7K 0.03% 0 Timeline PFFL UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 12,628 shares; 2025Q4: 12,628 shares; 2026Q1: 12,628 shares; 2026Q2: 12,628 shares 12,628 $95.6K 0.03% 0 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS 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: 12,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares; 2026Q2: 17,000 shares 17,000 $59K 0.02% 0 Timeline