IDV 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: 172,633 shares; 2025Q1: 204,822 shares; 2025Q2: 229,452 shares; 2025Q3: 247,955 shares; 2025Q4: 267,660 shares; 2026Q1: 303,357 shares; 2026Q2: 343,245 shares 343,245 $14.2M 7.11% +39,888 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,751 shares; 2025Q1: 13,207 shares; 2025Q2: 15,689 shares; 2025Q3: 17,553 shares; 2025Q4: 19,030 shares; 2026Q1: 20,977 shares; 2026Q2: 160,363 shares 160,363 $13.8M 6.91% +139,386 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 337,105 shares; 2025Q1: 332,640 shares; 2025Q2: 331,818 shares; 2025Q3: 334,741 shares; 2025Q4: 334,650 shares; 2026Q1: 333,058 shares; 2026Q2: 327,667 shares 327,667 $9.49M 4.75% -5,391 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,550 shares; 2025Q1: 48,720 shares; 2025Q2: 52,399 shares; 2025Q3: 56,257 shares; 2025Q4: 64,177 shares; 2026Q1: 68,966 shares; 2026Q2: 87,300 shares 87,300 $7.46M 3.73% +18,334 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: 114,527 shares; 2025Q1: 116,880 shares; 2025Q2: 116,861 shares; 2025Q3: 117,872 shares; 2025Q4: 121,806 shares; 2026Q1: 142,833 shares; 2026Q2: 160,505 shares 160,505 $6.23M 3.11% +17,672 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,854 shares; 2025Q1: 65,379 shares; 2025Q2: 68,480 shares; 2025Q3: 67,674 shares; 2025Q4: 68,184 shares; 2026Q1: 68,459 shares; 2026Q2: 68,701 shares 68,701 $5.75M 2.88% +242 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: 9,859 shares; 2025Q1: 10,792 shares; 2025Q2: 11,400 shares; 2025Q3: 13,687 shares; 2025Q4: 26,930 shares; 2026Q1: 27,119 shares; 2026Q2: 27,873 shares 27,873 $5.31M 2.66% +754 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 loaded; 2024Q4: 5,301 shares; 2025Q1: 5,384 shares; 2025Q2: 5,434 shares; 2025Q3: 6,011 shares; 2025Q4: 5,966 shares; 2026Q1: 6,217 shares; 2026Q2: 7,243 shares 7,243 $4.97M 2.49% +1,026 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: 45,683 shares; 2025Q1: 52,862 shares; 2025Q2: 53,217 shares; 2025Q3: 54,541 shares; 2025Q4: 62,057 shares; 2026Q1: 64,829 shares; 2026Q2: 84,137 shares 84,137 $4.58M 2.29% +19,308 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,293 shares; 2026Q1: 12,372 shares; 2026Q2: 31,048 shares 31,048 $4.34M 2.17% +18,676 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,905 shares; 2025Q1: 64,478 shares; 2025Q2: 68,596 shares; 2025Q3: 68,963 shares; 2025Q4: 69,086 shares; 2026Q1: 71,127 shares; 2026Q2: 74,134 shares 74,134 $4.28M 2.14% +3,007 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: 13,171 shares; 2025Q1: 13,471 shares; 2025Q2: 13,704 shares; 2025Q3: 14,959 shares; 2025Q4: 14,062 shares; 2026Q1: 14,907 shares; 2026Q2: 14,046 shares 14,046 $4.06M 2.03% -861 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: not loaded; 2024Q4: 23,589 shares; 2025Q1: 23,967 shares; 2025Q2: 23,969 shares; 2025Q3: 23,953 shares; 2025Q4: 23,901 shares; 2026Q1: 23,272 shares; 2026Q2: 23,876 shares 23,876 $3.77M 1.89% +604 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,160 shares; 2025Q1: 41,949 shares; 2025Q2: 45,134 shares; 2025Q3: 44,466 shares; 2025Q4: 46,484 shares; 2026Q1: 59,009 shares; 2026Q2: 85,355 shares 85,355 $3.37M 1.69% +26,346 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173,424 shares; 2026Q2: 184,019 shares 184,019 $3.26M 1.63% +10,595 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: 5,102 shares; 2025Q1: 5,119 shares; 2025Q2: 6,223 shares; 2025Q3: 5,929 shares; 2025Q4: 6,063 shares; 2026Q1: 6,359 shares; 2026Q2: 6,313 shares 6,313 $3.16M 1.58% -46 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: 5,140 shares; 2025Q1: 5,161 shares; 2025Q2: 5,272 shares; 2025Q3: 6,043 shares; 2025Q4: 5,653 shares; 2026Q1: 5,952 shares; 2026Q2: 7,802 shares 7,802 $2.91M 1.46% +1,850 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: 1,660 shares; 2025Q1: 1,661 shares; 2025Q2: 1,681 shares; 2025Q3: 1,682 shares; 2025Q4: 3,570 shares; 2026Q1: 3,583 shares; 2026Q2: 2,649 shares 2,649 $2.82M 1.41% -934 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: 7,474 shares; 2025Q1: 7,552 shares; 2025Q2: 9,447 shares; 2025Q3: 11,745 shares; 2025Q4: 11,846 shares; 2026Q1: 12,310 shares; 2026Q2: 11,829 shares 11,829 $2.82M 1.41% -481 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: 8,259 shares; 2025Q1: 10,365 shares; 2025Q2: 10,443 shares; 2025Q3: 13,983 shares; 2025Q4: 13,128 shares; 2026Q1: 22,591 shares; 2026Q2: 23,743 shares 23,743 $2.69M 1.34% +1,152 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,672 shares; 2025Q1: 7,678 shares; 2025Q2: 7,678 shares; 2025Q3: 6,705 shares; 2025Q4: 6,571 shares; 2026Q1: 6,501 shares; 2026Q2: 6,378 shares 6,378 $2.35M 1.18% -123 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: 5,927 shares; 2025Q1: 6,195 shares; 2025Q2: 6,196 shares; 2025Q3: 6,378 shares; 2025Q4: 5,678 shares; 2026Q1: 6,440 shares; 2026Q2: 6,153 shares 6,153 $2.2M 1.1% -287 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: not loaded; 2024Q4: 9,069 shares; 2025Q1: 8,872 shares; 2025Q2: 8,724 shares; 2025Q3: 9,311 shares; 2025Q4: 9,458 shares; 2026Q1: 9,502 shares; 2026Q2: 9,942 shares 9,942 $2.17M 1.08% +440 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: 6,273 shares; 2025Q1: 6,521 shares; 2025Q2: 6,544 shares; 2025Q3: 6,453 shares; 2025Q4: 6,432 shares; 2026Q1: 6,666 shares; 2026Q2: 6,585 shares 6,585 $2.16M 1.08% -81 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: 2,962 shares; 2025Q1: 2,767 shares; 2025Q2: 2,794 shares; 2025Q3: 2,811 shares; 2025Q4: 2,808 shares; 2026Q1: 2,809 shares; 2026Q2: 2,813 shares 2,813 $2.1M 1.05% +4 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,651 shares; 2025Q1: 4,651 shares; 2025Q2: 23,190 shares; 2025Q3: 23,190 shares; 2025Q4: 23,190 shares; 2026Q1: 23,190 shares; 2026Q2: 23,190 shares 23,190 $2.09M 1.05% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,776 shares; 2025Q1: 38,359 shares; 2025Q2: 40,075 shares; 2025Q3: 40,168 shares; 2025Q4: 40,405 shares; 2026Q1: 40,175 shares; 2026Q2: 40,984 shares 40,984 $1.92M 0.96% +809 Timeline GRNY 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: not loaded; 2024Q4: not reported; 2025Q1: 28,000 shares; 2025Q2: 46,827 shares; 2025Q3: 61,934 shares; 2025Q4: 61,434 shares; 2026Q1: 61,534 shares; 2026Q2: 69,043 shares 69,043 $1.91M 0.95% +7,509 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 loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,027 shares; 2025Q4: 2,000 shares; 2026Q1: 2,002 shares; 2026Q2: 2,002 shares 2,002 $1.87M 0.94% 0 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 101,435 shares; 2025Q1: 101,435 shares; 2025Q2: 115,826 shares; 2025Q3: 115,826 shares; 2025Q4: 115,840 shares; 2026Q1: 115,840 shares; 2026Q2: 124,238 shares 124,238 $1.85M 0.93% +8,398 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: 3,812 shares; 2025Q1: 3,929 shares; 2025Q2: 3,931 shares; 2025Q3: 4,150 shares; 2025Q4: 4,135 shares; 2026Q1: 5,086 shares; 2026Q2: 4,843 shares 4,843 $1.79M 0.9% -243 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,674 shares; 2025Q1: 2,766 shares; 2025Q2: 2,763 shares; 2025Q3: 2,587 shares; 2025Q4: 2,590 shares; 2026Q1: 2,585 shares; 2026Q2: 1,728 shares 1,728 $1.75M 0.87% -857 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: 2,897 shares; 2025Q1: 2,872 shares; 2025Q2: 3,352 shares; 2025Q3: 3,352 shares; 2025Q4: 3,335 shares; 2026Q1: 3,395 shares; 2026Q2: 3,582 shares 3,582 $1.71M 0.86% +187 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,522 shares; 2025Q1: 7,356 shares; 2025Q2: 7,529 shares; 2025Q3: 8,130 shares; 2025Q4: 11,865 shares; 2026Q1: 11,725 shares; 2026Q2: 22,764 shares 22,764 $1.67M 0.84% +11,039 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,598 shares; 2025Q1: 14,783 shares; 2025Q2: 15,125 shares; 2025Q3: 18,262 shares; 2025Q4: 18,594 shares; 2026Q1: 24,076 shares; 2026Q2: 27,179 shares 27,179 $1.62M 0.81% +3,103 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,958 shares; 2025Q1: 14,965 shares; 2025Q2: 15,697 shares; 2025Q3: 15,697 shares; 2025Q4: 16,438 shares; 2026Q1: 21,183 shares; 2026Q2: 21,664 shares 21,664 $1.59M 0.79% +481 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,874 shares; 2026Q2: 3,872 shares 3,872 $1.51M 0.76% -2 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 976 shares; 2025Q3: 977 shares; 2025Q4: 4,233 shares; 2026Q1: 4,324 shares; 2026Q2: 4,325 shares 4,325 $1.47M 0.74% +1 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,852 shares; 2025Q1: 34,831 shares; 2025Q2: 34,258 shares; 2025Q3: 36,533 shares; 2025Q4: 37,988 shares; 2026Q1: 40,120 shares; 2026Q2: 40,394 shares 40,394 $1.46M 0.73% +274 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: not loaded; 2024Q4: 39,121 shares; 2025Q1: 39,306 shares; 2025Q2: 46,835 shares; 2025Q3: 46,310 shares; 2025Q4: 45,597 shares; 2026Q1: 45,600 shares; 2026Q2: 45,725 shares 45,725 $1.45M 0.73% +125 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: 2,109 shares; 2025Q1: 4,240 shares; 2025Q2: 5,084 shares; 2025Q3: 5,449 shares; 2025Q4: 6,589 shares; 2026Q1: 7,294 shares; 2026Q2: 6,844 shares 6,844 $1.37M 0.68% -450 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,760 shares; 2025Q1: 14,431 shares; 2025Q2: 14,508 shares; 2025Q3: 12,890 shares; 2025Q4: 12,352 shares; 2026Q1: 12,402 shares; 2026Q2: 10,399 shares 10,399 $1.37M 0.68% -2,003 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 642 shares 642 $1.34M 0.67% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,558 shares; 2025Q1: 9,552 shares; 2025Q2: 9,571 shares; 2025Q3: 9,552 shares; 2025Q4: 19,378 shares; 2026Q1: 24,557 shares; 2026Q2: 28,310 shares 28,310 $1.28M 0.64% +3,753 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 loaded; 2024Q4: 27,355 shares; 2025Q1: 28,512 shares; 2025Q2: 28,562 shares; 2025Q3: 28,271 shares; 2025Q4: 28,308 shares; 2026Q1: 28,348 shares; 2026Q2: 28,388 shares 28,388 $1.26M 0.63% +40 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,066 shares; 2026Q2: 12,600 shares 12,600 $1.25M 0.63% +3,534 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,202 shares; 2026Q2: 17,112 shares 17,112 $1.23M 0.62% -90 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,581 shares; 2025Q1: 30,641 shares; 2025Q2: 30,932 shares; 2025Q3: 31,073 shares; 2025Q4: 31,243 shares; 2026Q1: 31,285 shares; 2026Q2: 30,993 shares 30,993 $1.14M 0.57% -292 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: 678 shares; 2025Q1: 678 shares; 2025Q2: 772 shares; 2025Q3: 1,239 shares; 2025Q4: 1,288 shares; 2026Q1: 1,364 shares; 2026Q2: 1,448 shares 1,448 $1.07M 0.53% +84 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: not loaded; 2024Q4: 3,194 shares; 2025Q1: 3,359 shares; 2025Q2: 3,448 shares; 2025Q3: 3,449 shares; 2025Q4: 2,939 shares; 2026Q1: 3,358 shares; 2026Q2: 2,958 shares 2,958 $1.05M 0.52% -400 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,162 shares; 2025Q1: 25,436 shares; 2025Q2: 25,304 shares; 2025Q3: 23,428 shares; 2025Q4: 20,950 shares; 2026Q1: 19,778 shares; 2026Q2: 18,613 shares 18,613 $965K 0.48% -1,165 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: not loaded; 2024Q4: 7,900 shares; 2025Q1: 7,952 shares; 2025Q2: 7,673 shares; 2025Q3: 6,777 shares; 2025Q4: 7,133 shares; 2026Q1: 7,324 shares; 2026Q2: 7,008 shares 7,008 $958K 0.48% -316 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: not loaded; 2024Q4: 5,975 shares; 2025Q1: 5,958 shares; 2025Q2: 5,467 shares; 2025Q3: 4,861 shares; 2025Q4: 4,865 shares; 2026Q1: 4,775 shares; 2026Q2: 4,483 shares 4,483 $954K 0.48% -292 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 90,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,000 shares; 2026Q1: not reported; 2026Q2: 89,000 shares 89,000 $949K 0.47% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,515 shares; 2026Q1: 20,162 shares; 2026Q2: 22,400 shares 22,400 $920K 0.46% +2,238 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,308 shares; 2025Q1: 3,272 shares; 2025Q2: 3,191 shares; 2025Q3: 3,107 shares; 2025Q4: 3,065 shares; 2026Q1: 3,094 shares; 2026Q2: 3,052 shares 3,052 $912K 0.46% -42 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 loaded; 2024Q4: 1,768 shares; 2025Q1: 1,885 shares; 2025Q2: 1,886 shares; 2025Q3: 545 shares; 2025Q4: 671 shares; 2026Q1: 665 shares; 2026Q2: 774 shares 774 $909K 0.45% +109 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,950 shares; 2025Q1: 7,950 shares; 2025Q2: 8,030 shares; 2025Q3: 8,180 shares; 2025Q4: 8,600 shares; 2026Q1: 9,775 shares; 2026Q2: 11,932 shares 11,932 $901K 0.45% +2,157 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,020 shares; 2025Q1: 31,760 shares; 2025Q2: 31,343 shares; 2025Q3: 31,192 shares; 2025Q4: 30,517 shares; 2026Q1: 30,043 shares; 2026Q2: 30,166 shares 30,166 $888K 0.44% +123 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722 shares; 2025Q4: 752 shares; 2026Q1: not reported; 2026Q2: 3,054 shares 3,054 $859K 0.43% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,709 shares; 2026Q1: 14,864 shares; 2026Q2: 8,389 shares 8,389 $796K 0.4% -6,475 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,244 shares; 2025Q2: 4,520 shares; 2025Q3: 4,670 shares; 2025Q4: 10,930 shares; 2026Q1: 15,437 shares; 2026Q2: 8,930 shares 8,930 $776K 0.39% -6,507 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,009 shares; 2026Q2: 3,000 shares 3,000 $668K 0.33% -9 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,473 shares; 2025Q1: 6,602 shares; 2025Q2: 7,147 shares; 2025Q3: 7,122 shares; 2025Q4: 7,248 shares; 2026Q1: 6,773 shares; 2026Q2: 6,796 shares 6,796 $667K 0.33% +23 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: 259 shares; 2025Q1: 293 shares; 2025Q2: 339 shares; 2025Q3: 552 shares; 2025Q4: 575 shares; 2026Q1: 559 shares; 2026Q2: 553 shares 553 $663K 0.33% -6 Timeline SPMO 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,078 shares 4,078 $659K 0.33% new 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: 2,794 shares; 2025Q1: 2,282 shares; 2025Q2: 2,335 shares; 2025Q3: 1,713 shares; 2025Q4: 1,907 shares; 2026Q1: 2,056 shares; 2026Q2: 1,729 shares 1,729 $653K 0.33% -327 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: 1,692 shares; 2025Q1: 1,693 shares; 2025Q2: 1,693 shares; 2025Q3: 1,827 shares; 2025Q4: 1,828 shares; 2026Q1: 1,832 shares; 2026Q2: 1,778 shares 1,778 $610K 0.31% -54 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: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 4,798 shares 4,798 $596K 0.3% +3,598 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,524 shares; 2025Q1: 10,669 shares; 2025Q2: 10,895 shares; 2025Q3: 10,583 shares; 2025Q4: 10,566 shares; 2026Q1: 10,571 shares; 2026Q2: 10,571 shares 10,571 $567K 0.28% 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: 3,953 shares; 2025Q1: 4,088 shares; 2025Q2: 4,049 shares; 2025Q3: 4,071 shares; 2025Q4: 4,068 shares; 2026Q1: 3,972 shares; 2026Q2: 3,775 shares 3,775 $554K 0.28% -197 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: 839 shares; 2025Q1: 836 shares; 2025Q2: 1,212 shares; 2025Q3: 1,320 shares; 2025Q4: not reported; 2026Q1: 1,429 shares; 2026Q2: 1,300 shares 1,300 $547K 0.27% -129 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares 5,200 $544K 0.27% 0 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: not loaded; 2024Q4: 2,058 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 2,063 shares; 2025Q4: 1,967 shares; 2026Q1: 1,969 shares; 2026Q2: 1,971 shares 1,971 $539K 0.27% +2 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,126 shares; 2026Q2: 2,087 shares 2,087 $533K 0.27% -39 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,023 shares; 2025Q2: 2,125 shares; 2025Q3: 2,127 shares; 2025Q4: 1,897 shares; 2026Q1: 2,154 shares; 2026Q2: 2,790 shares 2,790 $529K 0.26% +636 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,082 shares; 2025Q2: 8,446 shares; 2025Q3: 8,669 shares; 2025Q4: 8,440 shares; 2026Q1: 8,482 shares; 2026Q2: 8,485 shares 8,485 $517K 0.26% +3 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,150 shares; 2025Q1: 9,150 shares; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares; 2026Q1: 7,850 shares; 2026Q2: 7,850 shares 7,850 $506K 0.25% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares; 2025Q4: 2,118 shares; 2026Q1: 2,118 shares; 2026Q2: 2,118 shares 2,118 $501K 0.25% 0 Timeline XLC 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: 3,295 shares; 2025Q1: 3,295 shares; 2025Q2: 3,295 shares; 2025Q3: 3,448 shares; 2025Q4: 3,448 shares; 2026Q1: 4,791 shares; 2026Q2: 4,637 shares 4,637 $497K 0.25% -154 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,525 shares; 2025Q1: 7,108 shares; 2025Q2: 7,137 shares; 2025Q3: 6,569 shares; 2025Q4: 6,600 shares; 2026Q1: 6,631 shares; 2026Q2: 6,657 shares 6,657 $490K 0.25% +26 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: 1,922 shares; 2025Q1: 2,075 shares; 2025Q2: 1,970 shares; 2025Q3: 1,978 shares; 2025Q4: 1,857 shares; 2026Q1: 1,983 shares; 2026Q2: 1,892 shares 1,892 $480K 0.24% -91 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: 1,401 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,562 shares; 2025Q4: 1,393 shares; 2026Q1: 1,443 shares; 2026Q2: 1,406 shares 1,406 $479K 0.24% -37 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,001 shares; 2026Q2: 26,001 shares 26,001 $470K 0.23% +1,000 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 reported; 2025Q2: not reported; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 1,098 shares; 2026Q2: 1,227 shares 1,227 $459K 0.23% +129 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,498 shares; 2025Q1: 4,535 shares; 2025Q2: 4,549 shares; 2025Q3: 4,277 shares; 2025Q4: 3,332 shares; 2026Q1: 4,422 shares; 2026Q2: 3,722 shares 3,722 $438K 0.22% -700 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,464 shares 2,464 $423K 0.21% new 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: not loaded; 2024Q4: 1,356 shares; 2025Q1: 1,367 shares; 2025Q2: 1,370 shares; 2025Q3: 1,374 shares; 2025Q4: 1,377 shares; 2026Q1: 1,379 shares; 2026Q2: 1,381 shares 1,381 $419K 0.21% +2 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,745 shares; 2025Q1: 1,788 shares; 2025Q2: 1,788 shares; 2025Q3: 1,801 shares; 2025Q4: 1,995 shares; 2026Q1: 2,553 shares; 2026Q2: 2,659 shares 2,659 $417K 0.21% +106 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: not loaded; 2024Q4: 4,336 shares; 2025Q1: 4,344 shares; 2025Q2: 4,358 shares; 2025Q3: 4,415 shares; 2025Q4: 4,908 shares; 2026Q1: 4,918 shares; 2026Q2: 4,932 shares 4,932 $408K 0.2% +14 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,769 shares; 2025Q1: 2,769 shares; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares; 2025Q4: 2,469 shares; 2026Q1: 2,487 shares; 2026Q2: 2,469 shares 2,469 $407K 0.2% -18 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,560 shares; 2026Q2: 2,560 shares 2,560 $406K 0.2% 0 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: not loaded; 2024Q4: 2,257 shares; 2025Q1: 2,257 shares; 2025Q2: 2,269 shares; 2025Q3: 2,862 shares; 2025Q4: 2,682 shares; 2026Q1: 2,692 shares; 2026Q2: 2,699 shares 2,699 $405K 0.2% +7 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 769 shares; 2025Q1: 735 shares; 2025Q2: 769 shares; 2025Q3: 760 shares; 2025Q4: 762 shares; 2026Q1: 763 shares; 2026Q2: 787 shares 787 $401K 0.2% +24 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: 1,263 shares; 2025Q1: 1,265 shares; 2025Q2: 1,387 shares; 2025Q3: 1,367 shares; 2025Q4: 1,050 shares; 2026Q1: 1,149 shares; 2026Q2: 963 shares 963 $400K 0.2% -186 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,000 shares; 2025Q1: 15,910 shares; 2025Q2: 15,915 shares; 2025Q3: 15,489 shares; 2025Q4: 15,085 shares; 2026Q1: 14,538 shares; 2026Q2: 14,418 shares 14,418 $399K 0.2% -120 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,050 shares; 2025Q1: 1,152 shares; 2025Q2: 1,178 shares; 2025Q3: 1,246 shares; 2025Q4: 1,188 shares; 2026Q1: 1,193 shares; 2026Q2: 1,120 shares 1,120 $395K 0.2% -73 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,448 shares; 2025Q1: 2,345 shares; 2025Q2: 2,452 shares; 2025Q3: 2,195 shares; 2025Q4: 2,249 shares; 2026Q1: 2,312 shares; 2026Q2: 2,287 shares 2,287 $387K 0.19% -25 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: 2,989 shares; 2025Q1: 2,999 shares; 2025Q2: 3,022 shares; 2025Q3: 2,932 shares; 2025Q4: 3,039 shares; 2026Q1: 3,057 shares; 2026Q2: 3,046 shares 3,046 $385K 0.19% -11 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 3,194 shares 3,194 $382K 0.19% +2,824 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: 1,226 shares; 2025Q1: 1,525 shares; 2025Q2: 1,530 shares; 2025Q3: 1,434 shares; 2025Q4: 1,460 shares; 2026Q1: 1,442 shares; 2026Q2: 1,492 shares 1,492 $375K 0.19% +50 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: 1,130 shares; 2026Q1: 1,133 shares; 2026Q2: 4,541 shares 4,541 $366K 0.18% +3,408 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,974 shares; 2026Q1: 3,438 shares; 2026Q2: 3,089 shares 3,089 $363K 0.18% -349 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,626 shares; 2025Q1: 10,581 shares; 2025Q2: 10,608 shares; 2025Q3: 10,624 shares; 2025Q4: 10,703 shares; 2026Q1: 10,405 shares; 2026Q2: 10,401 shares 10,401 $362K 0.18% -4 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,107 shares; 2025Q1: 5,038 shares; 2025Q2: 5,046 shares; 2025Q3: 5,363 shares; 2025Q4: 5,035 shares; 2026Q1: 4,936 shares; 2026Q2: 4,360 shares 4,360 $354K 0.18% -576 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 801 shares 801 $347K 0.17% new Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,126 shares; 2026Q2: 13,301 shares 13,301 $347K 0.17% +175 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: 482 shares; 2025Q1: 482 shares; 2025Q2: 552 shares; 2025Q3: 519 shares; 2025Q4: 553 shares; 2026Q1: 676 shares; 2026Q2: 610 shares 610 $344K 0.17% -66 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: not loaded; 2024Q4: 5,156 shares; 2025Q1: 5,163 shares; 2025Q2: 5,174 shares; 2025Q3: 4,826 shares; 2025Q4: 4,836 shares; 2026Q1: 4,844 shares; 2026Q2: 4,852 shares 4,852 $339K 0.17% +8 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 460 shares 460 $333K 0.17% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,403 shares; 2026Q2: 2,480 shares 2,480 $328K 0.16% +77 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,094 shares; 2025Q1: 984 shares; 2025Q2: 984 shares; 2025Q3: 990 shares; 2025Q4: 943 shares; 2026Q1: 946 shares; 2026Q2: 827 shares 827 $328K 0.16% -119 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,601 shares; 2025Q1: 15,716 shares; 2025Q2: 15,832 shares; 2025Q3: 15,957 shares; 2025Q4: 16,088 shares; 2026Q1: 16,714 shares; 2026Q2: 16,320 shares 16,320 $312K 0.16% -394 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: not loaded; 2024Q4: 6,542 shares; 2025Q1: 6,432 shares; 2025Q2: 6,079 shares; 2025Q3: 5,941 shares; 2025Q4: 5,759 shares; 2026Q1: 5,517 shares; 2026Q2: 5,464 shares 5,464 $301K 0.15% -53 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,475 shares; 2025Q4: 4,475 shares; 2026Q1: 4,475 shares; 2026Q2: 4,475 shares 4,475 $294K 0.15% 0 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: 7,250 shares; 2025Q1: 7,250 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 7,130 shares; 2026Q1: 7,130 shares; 2026Q2: 7,090 shares 7,090 $292K 0.15% -40 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 loaded; 2024Q4: not reported; 2025Q1: 4,036 shares; 2025Q2: 4,058 shares; 2025Q3: 4,099 shares; 2025Q4: 4,150 shares; 2026Q1: 4,154 shares; 2026Q2: 4,056 shares 4,056 $289K 0.14% -98 Timeline BTDR BITDEER TECHNOLOGIES GROUP More: the full row for BITDEER TECHNOLOGIES GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,120 shares 18,120 $288K 0.14% new 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 loaded; 2024Q4: 11,023 shares; 2025Q1: 11,138 shares; 2025Q2: 11,294 shares; 2025Q3: 12,952 shares; 2025Q4: 13,624 shares; 2026Q1: 13,666 shares; 2026Q2: 13,605 shares 13,605 $282K 0.14% -61 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $276K 0.14% 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: not loaded; 2024Q4: 3,000 shares; 2025Q1: 3,133 shares; 2025Q2: 2,614 shares; 2025Q3: 2,389 shares; 2025Q4: 4,773 shares; 2026Q1: 5,086 shares; 2026Q2: 5,081 shares 5,081 $270K 0.13% -5 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,168 shares; 2025Q3: 3,176 shares; 2025Q4: 3,181 shares; 2026Q1: 3,188 shares; 2026Q2: 3,194 shares 3,194 $262K 0.13% +6 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $260K 0.13% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,932 shares; 2025Q4: 8,731 shares; 2026Q1: 8,731 shares; 2026Q2: 8,731 shares 8,731 $255K 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,049 shares; 2025Q4: 3,056 shares; 2026Q1: 3,060 shares; 2026Q2: 3,068 shares 3,068 $253K 0.13% +8 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,102 shares; 2025Q3: 1,105 shares; 2025Q4: 1,107 shares; 2026Q1: 1,138 shares; 2026Q2: 1,114 shares 1,114 $249K 0.12% -24 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,073 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,827 shares; 2026Q2: 7,644 shares 7,644 $244K 0.12% -183 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,006 shares; 2025Q1: 905 shares; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 726 shares; 2026Q1: not reported; 2026Q2: 624 shares 624 $242K 0.12% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 930 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 876 shares; 2026Q2: 876 shares 876 $241K 0.12% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 245 shares 245 $236K 0.12% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,836 shares 1,836 $236K 0.12% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 450 shares 450 $235K 0.12% -14 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,300 shares 5,300 $229K 0.11% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,759 shares 2,759 $227K 0.11% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,496 shares 1,496 $222K 0.11% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 811 shares 811 $221K 0.11% new 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: 1,520 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 968 shares; 2026Q2: 1,318 shares 1,318 $219K 0.11% +350 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: not loaded; 2024Q4: 2,818 shares; 2025Q1: 2,833 shares; 2025Q2: 2,851 shares; 2025Q3: 2,872 shares; 2025Q4: not reported; 2026Q1: 2,536 shares; 2026Q2: 2,489 shares 2,489 $216K 0.11% -47 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,600 shares 2,600 $213K 0.11% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,259 shares 1,259 $206K 0.1% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,295 shares 2,295 $203K 0.1% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 900 shares; 2025Q1: 993 shares; 2025Q2: 993 shares; 2025Q3: 1,003 shares; 2025Q4: not reported; 2026Q1: 848 shares; 2026Q2: 848 shares 848 $203K 0.1% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,589 shares; 2026Q2: 2,600 shares 2,600 $202K 0.1% +11 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: 34,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $161K 0.08% 0 Timeline RANI RANI THERAPEUTICS HLDGS INC More: the full row for RANI THERAPEUTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,200 shares; 2026Q1: 12,200 shares; 2026Q2: 12,200 shares 12,200 $9.28K <0.01% 0 Timeline