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: 421,188 shares; 2024Q4: 415,829 shares; 2025Q1: 433,489 shares; 2025Q2: 442,791 shares; 2025Q3: 443,621 shares; 2025Q4: 458,478 shares; 2026Q1: 457,854 shares; 2026Q2: 462,767 shares 462,767 $171M 12.42% +4,913 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,480 shares; 2024Q4: 560,086 shares; 2025Q1: 773,429 shares; 2025Q2: 891,655 shares; 2025Q3: 1,038,100 shares; 2025Q4: 1,129,478 shares; 2026Q1: 1,194,683 shares; 2026Q2: 1,374,618 shares 1,374,618 $106M 7.7% +179,935 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579,028 shares; 2024Q4: 673,880 shares; 2025Q1: 738,617 shares; 2025Q2: 810,311 shares; 2025Q3: 860,652 shares; 2025Q4: 943,601 shares; 2026Q1: 932,696 shares; 2026Q2: 994,311 shares 994,311 $88.7M 6.43% +61,615 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274,873 shares; 2024Q4: 1,351,629 shares; 2025Q1: 1,490,448 shares; 2025Q2: 1,625,209 shares; 2025Q3: 1,817,562 shares; 2025Q4: 1,921,439 shares; 2026Q1: 1,987,378 shares; 2026Q2: 1,583,948 shares 1,583,948 $84.7M 6.15% -403,430 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: 421,197 shares; 2024Q4: 563,958 shares; 2025Q1: 825,569 shares; 2025Q2: 933,135 shares; 2025Q3: 1,129,183 shares; 2025Q4: 1,236,613 shares; 2026Q1: 1,336,422 shares; 2026Q2: 1,335,001 shares 1,335,001 $63.7M 4.62% -1,421 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,152,993 shares; 2024Q4: 1,092,489 shares; 2025Q1: 1,130,322 shares; 2025Q2: 1,103,609 shares; 2025Q3: 1,134,932 shares; 2025Q4: 1,078,140 shares; 2026Q1: 1,102,918 shares; 2026Q2: 1,073,775 shares 1,073,775 $54.3M 3.94% -29,143 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,120 shares; 2024Q4: 362,931 shares; 2025Q1: 417,685 shares; 2025Q2: 474,627 shares; 2025Q3: 502,835 shares; 2025Q4: 549,538 shares; 2026Q1: 576,945 shares; 2026Q2: 488,339 shares 488,339 $47.1M 3.42% -88,606 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: 457,913 shares; 2024Q4: 541,616 shares; 2025Q1: 614,131 shares; 2025Q2: 652,553 shares; 2025Q3: 737,321 shares; 2025Q4: 768,137 shares; 2026Q1: 916,445 shares; 2026Q2: 1,024,846 shares 1,024,846 $40.5M 2.94% +108,401 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: 39,483 shares; 2024Q4: 39,595 shares; 2025Q1: 40,624 shares; 2025Q2: 40,847 shares; 2025Q3: 40,746 shares; 2025Q4: 40,294 shares; 2026Q1: 39,851 shares; 2026Q2: 40,864 shares 40,864 $30.5M 2.21% +1,013 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,731 shares; 2025Q3: 22,473 shares; 2025Q4: 22,973 shares; 2026Q1: 32,340 shares; 2026Q2: 591,070 shares 591,070 $30M 2.17% +558,730 Timeline NCLO NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 761,276 shares; 2026Q1: 907,773 shares; 2026Q2: 1,174,514 shares 1,174,514 $29.5M 2.14% +266,741 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: 354,031 shares; 2024Q4: 378,898 shares; 2025Q1: 443,919 shares; 2025Q2: 533,065 shares; 2025Q3: 592,314 shares; 2025Q4: 645,753 shares; 2026Q1: 695,442 shares; 2026Q2: 734,781 shares 734,781 $28.5M 2.07% +39,339 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: 681,396 shares; 2024Q4: 706,798 shares; 2025Q1: 706,140 shares; 2025Q2: 734,397 shares; 2025Q3: 730,848 shares; 2025Q4: 709,891 shares; 2026Q1: 699,905 shares; 2026Q2: 696,657 shares 696,657 $28M 2.03% -3,248 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: 38,057 shares; 2024Q4: 37,938 shares; 2025Q1: 37,722 shares; 2025Q2: 37,866 shares; 2025Q3: 37,147 shares; 2025Q4: 35,559 shares; 2026Q1: 36,119 shares; 2026Q2: 36,087 shares 36,087 $27M 1.96% -32 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,989 shares; 2024Q4: 53,859 shares; 2025Q1: 53,773 shares; 2025Q2: 57,830 shares; 2025Q3: 57,697 shares; 2025Q4: 56,470 shares; 2026Q1: 56,356 shares; 2026Q2: 56,280 shares 56,280 $24M 1.74% -76 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,260 shares; 2024Q4: 123,690 shares; 2025Q1: 147,444 shares; 2025Q2: 187,755 shares; 2025Q3: 231,492 shares; 2025Q4: 284,598 shares; 2026Q1: 271,206 shares; 2026Q2: 380,323 shares 380,323 $19.3M 1.4% +109,117 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: 654,493 shares; 2024Q4: 641,040 shares; 2025Q1: 736,398 shares; 2025Q2: 500,985 shares; 2025Q3: 458,406 shares; 2025Q4: 402,385 shares; 2026Q1: 393,718 shares; 2026Q2: 373,717 shares 373,717 $19.1M 1.38% -20,001 Timeline VTHR 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: 52,187 shares; 2024Q4: 52,058 shares; 2025Q1: 52,634 shares; 2025Q2: 53,527 shares; 2025Q3: 53,527 shares; 2025Q4: 53,533 shares; 2026Q1: 57,183 shares; 2026Q2: 57,120 shares 57,120 $18.9M 1.37% -63 Timeline VPLS 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: 84,546 shares; 2024Q4: 105,106 shares; 2025Q1: 134,167 shares; 2025Q2: 159,866 shares; 2025Q3: 172,023 shares; 2025Q4: 184,199 shares; 2026Q1: 193,358 shares; 2026Q2: 232,499 shares 232,499 $18M 1.31% +39,141 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: 67,696 shares; 2024Q4: 68,900 shares; 2025Q1: 69,488 shares; 2025Q2: 76,990 shares; 2025Q3: 77,526 shares; 2025Q4: 76,282 shares; 2026Q1: 75,123 shares; 2026Q2: 74,853 shares 74,853 $16.3M 1.18% -270 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: 355,719 shares; 2024Q4: 358,696 shares; 2025Q1: 386,058 shares; 2025Q2: 426,841 shares; 2025Q3: 410,268 shares; 2025Q4: 391,367 shares; 2026Q1: 386,944 shares; 2026Q2: 390,913 shares 390,913 $16.1M 1.17% +3,969 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: 142,260 shares; 2024Q4: 129,751 shares; 2025Q1: 137,503 shares; 2025Q2: 138,595 shares; 2025Q3: 127,193 shares; 2025Q4: 125,605 shares; 2026Q1: 130,513 shares; 2026Q2: 121,505 shares 121,505 $16.1M 1.17% -9,008 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: 304,492 shares; 2024Q4: 304,492 shares; 2025Q1: 303,213 shares; 2025Q2: 303,069 shares; 2025Q3: 300,840 shares; 2025Q4: 299,719 shares; 2026Q1: 294,450 shares; 2026Q2: 291,586 shares 291,586 $16M 1.16% -2,864 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: 91,992 shares; 2024Q4: 300,621 shares; 2025Q1: 322,064 shares; 2025Q2: 378,478 shares; 2025Q3: 387,611 shares; 2025Q4: 355,790 shares; 2026Q1: 386,127 shares; 2026Q2: 379,951 shares 379,951 $13.2M 0.96% -6,176 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,258 shares; 2024Q4: 157,627 shares; 2025Q1: 141,291 shares; 2025Q2: 132,965 shares; 2025Q3: 132,870 shares; 2025Q4: 124,634 shares; 2026Q1: 122,698 shares; 2026Q2: 116,918 shares 116,918 $12.6M 0.91% -5,780 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: 38,906 shares; 2024Q4: 38,853 shares; 2025Q1: 44,051 shares; 2025Q2: 40,796 shares; 2025Q3: 40,778 shares; 2025Q4: 40,551 shares; 2026Q1: 40,114 shares; 2026Q2: 39,890 shares 39,890 $12M 0.87% -224 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: not reported; 2024Q4: 8,150 shares; 2025Q1: not reported; 2025Q2: 88,578 shares; 2025Q3: 102,770 shares; 2025Q4: 101,466 shares; 2026Q1: 143,493 shares; 2026Q2: 234,692 shares 234,692 $11.9M 0.86% +91,199 Timeline CLOI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,794 shares; 2026Q1: 122,637 shares; 2026Q2: 223,081 shares 223,081 $11.8M 0.86% +100,444 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,206 shares; 2024Q4: 136,348 shares; 2025Q1: 194,018 shares; 2025Q2: 228,795 shares; 2025Q3: 253,337 shares; 2025Q4: 297,129 shares; 2026Q1: 242,886 shares; 2026Q2: 214,582 shares 214,582 $10.9M 0.79% -28,304 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716,691 shares; 2024Q4: 772,173 shares; 2025Q1: 815,769 shares; 2025Q2: 853,902 shares; 2025Q3: 883,749 shares; 2025Q4: 588,791 shares; 2026Q1: 494,490 shares; 2026Q2: 354,453 shares 354,453 $9.79M 0.71% -140,037 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: 18,545 shares; 2024Q4: 18,545 shares; 2025Q1: 18,350 shares; 2025Q2: 18,350 shares; 2025Q3: 18,313 shares; 2025Q4: 18,788 shares; 2026Q1: 18,560 shares; 2026Q2: 112,600 shares 112,600 $9.7M 0.7% +94,040 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: 33,859 shares; 2024Q4: 32,928 shares; 2025Q1: 23,948 shares; 2025Q2: 24,794 shares; 2025Q3: 24,138 shares; 2025Q4: 30,249 shares; 2026Q1: 23,761 shares; 2026Q2: 33,220 shares 33,220 $9.61M 0.7% +9,459 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,451 shares; 2024Q4: 47,893 shares; 2025Q1: 49,817 shares; 2025Q2: 61,621 shares; 2025Q3: 65,088 shares; 2025Q4: 66,740 shares; 2026Q1: 71,484 shares; 2026Q2: 72,592 shares 72,592 $9.06M 0.66% +1,108 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: 136,270 shares; 2024Q4: 136,441 shares; 2025Q1: 127,838 shares; 2025Q2: 127,112 shares; 2025Q3: 124,428 shares; 2025Q4: 121,735 shares; 2026Q1: 119,320 shares; 2026Q2: 105,950 shares 105,950 $8.72M 0.63% -13,370 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: 27,949 shares; 2024Q4: 32,373 shares; 2025Q1: 42,397 shares; 2025Q2: 44,326 shares; 2025Q3: 44,084 shares; 2025Q4: 44,625 shares; 2026Q1: 51,769 shares; 2026Q2: 51,961 shares 51,961 $8.54M 0.62% +192 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,076 shares; 2024Q4: 174,870 shares; 2025Q1: 182,312 shares; 2025Q2: 176,732 shares; 2025Q3: 167,818 shares; 2025Q4: 166,759 shares; 2026Q1: 162,939 shares; 2026Q2: 162,068 shares 162,068 $8.38M 0.61% -871 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117,421 shares 117,421 $7.7M 0.56% new Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,163 shares; 2025Q3: 24,180 shares; 2025Q4: 63,765 shares; 2026Q1: 81,241 shares; 2026Q2: 150,334 shares 150,334 $7.56M 0.55% +69,093 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 702,030 shares; 2024Q4: 559,800 shares; 2025Q1: 455,712 shares; 2025Q2: 380,978 shares; 2025Q3: 204,890 shares; 2025Q4: 190,489 shares; 2026Q1: 157,855 shares; 2026Q2: 155,148 shares 155,148 $7.16M 0.52% -2,707 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: 396,893 shares; 2024Q4: 318,667 shares; 2025Q1: 215,792 shares; 2025Q2: 188,180 shares; 2025Q3: 138,839 shares; 2025Q4: 121,245 shares; 2026Q1: 95,401 shares; 2026Q2: 89,097 shares 89,097 $6.94M 0.5% -6,304 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: 10,871 shares; 2024Q4: 10,826 shares; 2025Q1: 10,764 shares; 2025Q2: 10,393 shares; 2025Q3: 10,373 shares; 2025Q4: 10,065 shares; 2026Q1: 9,679 shares; 2026Q2: 9,483 shares 9,483 $6.67M 0.48% -196 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: 71,370 shares; 2024Q4: 214,110 shares; 2025Q1: 214,110 shares; 2025Q2: 214,502 shares; 2025Q3: 215,457 shares; 2025Q4: 214,697 shares; 2026Q1: 224,900 shares; 2026Q2: 220,347 shares 220,347 $6.38M 0.46% -4,553 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: 23,700 shares; 2024Q4: 24,037 shares; 2025Q1: 24,473 shares; 2025Q2: 24,606 shares; 2025Q3: 24,706 shares; 2025Q4: 24,583 shares; 2026Q1: 24,515 shares; 2026Q2: 24,412 shares 24,412 $5.92M 0.43% -103 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,603 shares; 2025Q1: 108,714 shares; 2025Q2: 160,502 shares; 2025Q3: 168,596 shares; 2025Q4: 175,789 shares; 2026Q1: 232,668 shares; 2026Q2: 147,256 shares 147,256 $5.81M 0.42% -85,412 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: 105,959 shares; 2024Q4: 105,698 shares; 2025Q1: 104,552 shares; 2025Q2: 102,680 shares; 2025Q3: 102,680 shares; 2025Q4: 102,680 shares; 2026Q1: 102,614 shares; 2026Q2: 102,614 shares 102,614 $5.38M 0.39% 0 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: 74,345 shares; 2024Q4: 73,240 shares; 2025Q1: 73,144 shares; 2025Q2: 72,521 shares; 2025Q3: 72,614 shares; 2025Q4: 71,263 shares; 2026Q1: 69,706 shares; 2026Q2: 69,706 shares 69,706 $4.87M 0.35% 0 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: 10,082 shares; 2024Q4: 10,248 shares; 2025Q1: 10,126 shares; 2025Q2: 9,846 shares; 2025Q3: 9,860 shares; 2025Q4: 9,804 shares; 2026Q1: 9,619 shares; 2026Q2: 39,168 shares 39,168 $4.86M 0.35% +29,549 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: 35,890 shares; 2024Q4: 34,712 shares; 2025Q1: 34,712 shares; 2025Q2: 34,915 shares; 2025Q3: 35,029 shares; 2025Q4: 33,998 shares; 2026Q1: 33,442 shares; 2026Q2: 33,442 shares 33,442 $4.6M 0.33% 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: not reported; 2024Q4: 133,009 shares; 2025Q1: 73,117 shares; 2025Q2: 82,788 shares; 2025Q3: 85,325 shares; 2025Q4: 84,569 shares; 2026Q1: 84,563 shares; 2026Q2: 95,439 shares 95,439 $4.47M 0.32% +10,876 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: 13,137 shares; 2024Q4: 14,395 shares; 2025Q1: 13,639 shares; 2025Q2: 19,354 shares; 2025Q3: 19,422 shares; 2025Q4: 19,035 shares; 2026Q1: 17,787 shares; 2026Q2: 17,849 shares 17,849 $4.34M 0.31% +62 Timeline VONG 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: 37,190 shares; 2024Q4: 37,190 shares; 2025Q1: 37,190 shares; 2025Q2: 35,345 shares; 2025Q3: 34,035 shares; 2025Q4: 33,833 shares; 2026Q1: 33,813 shares; 2026Q2: 33,798 shares 33,798 $4.32M 0.31% -15 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: 75,740 shares; 2024Q4: 78,733 shares; 2025Q1: 78,469 shares; 2025Q2: 81,905 shares; 2025Q3: 75,517 shares; 2025Q4: 60,945 shares; 2026Q1: 52,100 shares; 2026Q2: 42,614 shares 42,614 $4.11M 0.3% -9,486 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,721 shares; 2024Q4: 48,387 shares; 2025Q1: 47,676 shares; 2025Q2: 60,557 shares; 2025Q3: 60,557 shares; 2025Q4: 46,929 shares; 2026Q1: 43,164 shares; 2026Q2: 37,462 shares 37,462 $3.99M 0.29% -5,702 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,914 shares; 2025Q3: 10,065 shares; 2025Q4: 9,711 shares; 2026Q1: 74,465 shares; 2026Q2: 90,915 shares 90,915 $3.84M 0.28% +16,450 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: 20,266 shares; 2024Q4: 20,299 shares; 2025Q1: 23,058 shares; 2025Q2: 25,670 shares; 2025Q3: 26,022 shares; 2025Q4: 28,255 shares; 2026Q1: 26,279 shares; 2026Q2: 25,174 shares 25,174 $3.73M 0.27% -1,105 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,907 shares; 2024Q4: 8,881 shares; 2025Q1: 8,796 shares; 2025Q2: 8,796 shares; 2025Q3: 7,798 shares; 2025Q4: 7,352 shares; 2026Q1: 7,352 shares; 2026Q2: 44,112 shares 44,112 $3.64M 0.26% +36,760 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: 21,596 shares; 2024Q4: 21,596 shares; 2025Q1: 21,825 shares; 2025Q2: 21,928 shares; 2025Q3: 21,928 shares; 2025Q4: 21,823 shares; 2026Q1: 21,823 shares; 2026Q2: 21,791 shares 21,791 $3.44M 0.25% -32 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: 13,681 shares; 2024Q4: 13,921 shares; 2025Q1: 12,817 shares; 2025Q2: 13,368 shares; 2025Q3: 13,316 shares; 2025Q4: 13,932 shares; 2026Q1: 13,670 shares; 2026Q2: 14,290 shares 14,290 $3.41M 0.25% +620 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: 26,433 shares; 2024Q4: 27,640 shares; 2025Q1: 29,794 shares; 2025Q2: 42,970 shares; 2025Q3: 42,540 shares; 2025Q4: 46,455 shares; 2026Q1: 44,955 shares; 2026Q2: 40,006 shares 40,006 $3.31M 0.24% -4,949 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,388 shares; 2025Q3: 11,376 shares; 2025Q4: 20,353 shares; 2026Q1: 56,007 shares; 2026Q2: 59,893 shares 59,893 $3.13M 0.23% +3,886 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: 46,030 shares; 2024Q4: 46,030 shares; 2025Q1: 45,920 shares; 2025Q2: 44,980 shares; 2025Q3: 46,077 shares; 2025Q4: 45,823 shares; 2026Q1: 45,170 shares; 2026Q2: 43,076 shares 43,076 $3.07M 0.22% -2,094 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: 42,696 shares; 2024Q4: 43,180 shares; 2025Q1: 41,812 shares; 2025Q2: 40,967 shares; 2025Q3: 40,895 shares; 2025Q4: 39,543 shares; 2026Q1: 37,944 shares; 2026Q2: 38,024 shares 38,024 $3.01M 0.22% +80 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: 41,120 shares; 2024Q4: 40,950 shares; 2025Q1: 40,600 shares; 2025Q2: 40,849 shares; 2025Q3: 41,368 shares; 2025Q4: 41,148 shares; 2026Q1: 39,163 shares; 2026Q2: 38,712 shares 38,712 $2.99M 0.22% -451 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: 29,508 shares; 2024Q4: 135,295 shares; 2025Q1: 143,306 shares; 2025Q2: 86,863 shares; 2025Q3: 87,175 shares; 2025Q4: 88,941 shares; 2026Q1: 100,277 shares; 2026Q2: 105,232 shares 105,232 $2.91M 0.21% +4,955 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: 2,226 shares; 2024Q4: 3,023 shares; 2025Q1: 3,274 shares; 2025Q2: 3,538 shares; 2025Q3: 3,508 shares; 2025Q4: 4,117 shares; 2026Q1: 4,018 shares; 2026Q2: 4,242 shares 4,242 $2.91M 0.21% +224 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,522 shares; 2025Q3: 73,054 shares; 2025Q4: 102,370 shares; 2026Q1: 105,254 shares; 2026Q2: 114,124 shares 114,124 $2.9M 0.21% +8,870 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,003 shares; 2026Q1: 4,938 shares; 2026Q2: 53,349 shares 53,349 $2.81M 0.2% +48,411 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: 22,564 shares; 2024Q4: 23,090 shares; 2025Q1: 23,221 shares; 2025Q2: 24,464 shares; 2025Q3: 25,830 shares; 2025Q4: 24,815 shares; 2026Q1: 39,705 shares; 2026Q2: 33,816 shares 33,816 $2.79M 0.2% -5,889 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,508 shares; 2024Q4: 2,803 shares; 2025Q1: 2,874 shares; 2025Q2: 3,209 shares; 2025Q3: 3,409 shares; 2025Q4: 3,161 shares; 2026Q1: 3,257 shares; 2026Q2: 3,655 shares 3,655 $2.69M 0.2% +398 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: 12,353 shares; 2024Q4: 12,337 shares; 2025Q1: 11,183 shares; 2025Q2: 11,183 shares; 2025Q3: 10,465 shares; 2025Q4: 10,465 shares; 2026Q1: 27,010 shares; 2026Q2: 32,046 shares 32,046 $2.63M 0.19% +5,036 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,606 shares; 2025Q2: 21,613 shares; 2025Q3: 21,106 shares; 2025Q4: 21,106 shares; 2026Q1: 17,883 shares; 2026Q2: 17,789 shares 17,789 $2.54M 0.18% -94 Timeline BIV 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: 136,427 shares; 2024Q4: 97,098 shares; 2025Q1: 71,364 shares; 2025Q2: 60,530 shares; 2025Q3: 59,435 shares; 2025Q4: 52,284 shares; 2026Q1: 36,172 shares; 2026Q2: 33,090 shares 33,090 $2.54M 0.18% -3,082 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,199 shares; 2024Q4: 28,895 shares; 2025Q1: 25,651 shares; 2025Q2: 24,912 shares; 2025Q3: 23,635 shares; 2025Q4: 24,015 shares; 2026Q1: 26,902 shares; 2026Q2: 45,075 shares 45,075 $2.4M 0.17% +18,173 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: 2,050 shares; 2024Q4: 2,071 shares; 2025Q1: 2,050 shares; 2025Q2: 2,038 shares; 2025Q3: 2,043 shares; 2025Q4: 2,091 shares; 2026Q1: 2,036 shares; 2026Q2: 1,884 shares 1,884 $2.26M 0.16% -152 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: 4,535 shares; 2024Q4: 4,555 shares; 2025Q1: 3,314 shares; 2025Q2: 3,668 shares; 2025Q3: 3,832 shares; 2025Q4: 4,431 shares; 2026Q1: 4,170 shares; 2026Q2: 5,629 shares 5,629 $2.1M 0.15% +1,459 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,780 shares; 2024Q4: not reported; 2025Q1: 22,843 shares; 2025Q2: 31,191 shares; 2025Q3: 35,990 shares; 2025Q4: 37,502 shares; 2026Q1: 46,428 shares; 2026Q2: 38,833 shares 38,833 $1.98M 0.14% -7,595 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,120 shares; 2024Q4: 55,520 shares; 2025Q1: 51,369 shares; 2025Q2: 58,369 shares; 2025Q3: 58,674 shares; 2025Q4: 32,596 shares; 2026Q1: 23,317 shares; 2026Q2: 35,924 shares 35,924 $1.94M 0.14% +12,607 Timeline AVSU 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: 24,010 shares; 2024Q4: 24,010 shares; 2025Q1: 21,825 shares; 2025Q2: 21,673 shares; 2025Q3: 21,393 shares; 2025Q4: 21,393 shares; 2026Q1: 21,393 shares; 2026Q2: 21,393 shares 21,393 $1.89M 0.14% 0 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 7,050 shares; 2025Q4: 31,148 shares; 2026Q1: 41,382 shares; 2026Q2: 48,248 shares 48,248 $1.89M 0.14% +6,866 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,728 shares; 2024Q4: 25,436 shares; 2025Q1: 19,994 shares; 2025Q2: 20,508 shares; 2025Q3: 19,557 shares; 2025Q4: 19,904 shares; 2026Q1: 19,830 shares; 2026Q2: 18,422 shares 18,422 $1.87M 0.14% -1,408 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,357 shares 24,357 $1.86M 0.13% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,398 shares; 2024Q4: 211,457 shares; 2025Q1: not reported; 2025Q2: 7,334 shares; 2025Q3: 12,409 shares; 2025Q4: not reported; 2026Q1: 27,297 shares; 2026Q2: 36,044 shares 36,044 $1.82M 0.13% +8,747 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,988 shares; 2024Q4: 17,077 shares; 2025Q1: 16,177 shares; 2025Q2: 16,177 shares; 2025Q3: 16,177 shares; 2025Q4: 15,929 shares; 2026Q1: 15,929 shares; 2026Q2: 15,929 shares 15,929 $1.69M 0.12% 0 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: 3,695 shares; 2024Q4: 3,688 shares; 2025Q1: 3,668 shares; 2025Q2: 4,077 shares; 2025Q3: 4,570 shares; 2025Q4: 4,885 shares; 2026Q1: 4,666 shares; 2026Q2: 5,137 shares 5,137 $1.68M 0.12% +471 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,325 shares; 2024Q4: 31,325 shares; 2025Q1: 31,205 shares; 2025Q2: 30,955 shares; 2025Q3: 30,825 shares; 2025Q4: 30,825 shares; 2026Q1: 30,825 shares; 2026Q2: 30,825 shares 30,825 $1.67M 0.12% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,067 shares; 2024Q4: 7,112 shares; 2025Q1: 7,125 shares; 2025Q2: 7,081 shares; 2025Q3: 7,225 shares; 2025Q4: 7,225 shares; 2026Q1: 7,225 shares; 2026Q2: 7,275 shares 7,275 $1.65M 0.12% +50 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: 5,629 shares; 2024Q4: 5,383 shares; 2025Q1: 5,161 shares; 2025Q2: 5,230 shares; 2025Q3: 5,169 shares; 2025Q4: 5,694 shares; 2026Q1: 4,893 shares; 2026Q2: 6,557 shares 6,557 $1.65M 0.12% +1,664 Timeline CLOB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,326 shares; 2026Q1: 29,180 shares; 2026Q2: 31,346 shares 31,346 $1.58M 0.11% +2,166 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,260 shares; 2024Q4: 25,862 shares; 2025Q1: 23,062 shares; 2025Q2: 23,217 shares; 2025Q3: 23,237 shares; 2025Q4: 24,337 shares; 2026Q1: 24,837 shares; 2026Q2: 24,837 shares 24,837 $1.51M 0.11% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,523 shares; 2024Q4: 14,505 shares; 2025Q1: 14,355 shares; 2025Q2: 14,572 shares; 2025Q3: 14,269 shares; 2025Q4: 14,107 shares; 2026Q1: 14,292 shares; 2026Q2: 14,403 shares 14,403 $1.5M 0.11% +111 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,195 shares; 2024Q4: 35,967 shares; 2025Q1: 31,285 shares; 2025Q2: 29,692 shares; 2025Q3: 28,142 shares; 2025Q4: 17,257 shares; 2026Q1: 15,112 shares; 2026Q2: 14,708 shares 14,708 $1.48M 0.11% -404 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,842 shares; 2026Q2: 31,248 shares 31,248 $1.47M 0.11% +7,406 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,004 shares; 2024Q4: 70,221 shares; 2025Q1: 66,103 shares; 2025Q2: 39,240 shares; 2025Q3: 41,637 shares; 2025Q4: 21,769 shares; 2026Q1: 24,088 shares; 2026Q2: 15,419 shares 15,419 $1.41M 0.1% -8,669 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: 23,197 shares; 2024Q4: 23,789 shares; 2025Q1: 38,080 shares; 2025Q2: 24,899 shares; 2025Q3: 25,061 shares; 2025Q4: 24,666 shares; 2026Q1: 24,582 shares; 2026Q2: 23,369 shares 23,369 $1.39M 0.1% -1,213 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,373 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,545 shares; 2026Q2: 29,442 shares 29,442 $1.39M 0.1% +3,897 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,257 shares; 2024Q4: 2,257 shares; 2025Q1: 2,257 shares; 2025Q2: 2,251 shares; 2025Q3: 2,240 shares; 2025Q4: 2,478 shares; 2026Q1: 2,478 shares; 2026Q2: 2,551 shares 2,551 $1.28M 0.09% +73 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,469 shares; 2025Q3: 2,320 shares; 2025Q4: 4,339 shares; 2026Q1: 4,270 shares; 2026Q2: 6,326 shares 6,326 $1.27M 0.09% +2,056 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: 12,118 shares; 2024Q4: 13,374 shares; 2025Q1: 12,270 shares; 2025Q2: 12,826 shares; 2025Q3: 12,591 shares; 2025Q4: 14,409 shares; 2026Q1: 13,066 shares; 2026Q2: 14,379 shares 14,379 $1.23M 0.09% +1,313 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,886 shares; 2024Q4: 3,886 shares; 2025Q1: 2,026 shares; 2025Q2: 2,129 shares; 2025Q3: 2,068 shares; 2025Q4: 2,180 shares; 2026Q1: 2,113 shares; 2026Q2: 3,292 shares 3,292 $1.18M 0.09% +1,179 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: 1,731 shares; 2025Q3: 1,731 shares; 2025Q4: 2,265 shares; 2026Q1: 1,850 shares; 2026Q2: 4,442 shares 4,442 $1.13M 0.08% +2,592 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: 4,355 shares; 2024Q4: 4,366 shares; 2025Q1: 4,717 shares; 2025Q2: 4,191 shares; 2025Q3: 4,252 shares; 2025Q4: 3,725 shares; 2026Q1: 3,722 shares; 2026Q2: 3,560 shares 3,560 $1.08M 0.08% -162 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,275 shares 10,275 $1.08M 0.08% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,139 shares; 2025Q4: 10,611 shares; 2026Q1: 14,140 shares; 2026Q2: 18,201 shares 18,201 $1.05M 0.08% +4,061 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,805 shares; 2024Q4: 5,805 shares; 2025Q1: 5,805 shares; 2025Q2: 5,805 shares; 2025Q3: 5,805 shares; 2025Q4: 5,895 shares; 2026Q1: 7,900 shares; 2026Q2: 7,900 shares 7,900 $1.01M 0.07% 0 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: 375 shares; 2025Q1: 365 shares; 2025Q2: 374 shares; 2025Q3: 370 shares; 2025Q4: 404 shares; 2026Q1: 507 shares; 2026Q2: 1,028 shares 1,028 $962K 0.07% +521 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,214 shares; 2025Q2: 17,966 shares; 2025Q3: 18,116 shares; 2025Q4: 18,116 shares; 2026Q1: 18,116 shares; 2026Q2: 18,116 shares 18,116 $956K 0.07% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,832 shares; 2024Q4: 3,484 shares; 2025Q1: 3,184 shares; 2025Q2: 3,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,775 shares; 2026Q1: 3,260 shares; 2026Q2: 14,280 shares 14,280 $940K 0.07% +11,020 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: 6,373 shares; 2024Q4: 6,349 shares; 2025Q1: 6,353 shares; 2025Q2: 6,355 shares; 2025Q3: 6,334 shares; 2025Q4: 7,032 shares; 2026Q1: 6,591 shares; 2026Q2: 6,819 shares 6,819 $932K 0.07% +228 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,550 shares; 2024Q4: 18,870 shares; 2025Q1: 19,101 shares; 2025Q2: 19,473 shares; 2025Q3: 19,473 shares; 2025Q4: 19,206 shares; 2026Q1: 19,294 shares; 2026Q2: 18,631 shares 18,631 $931K 0.07% -663 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 1,789 shares; 2025Q2: 1,774 shares; 2025Q3: 1,773 shares; 2025Q4: 1,789 shares; 2026Q1: 1,773 shares; 2026Q2: 1,796 shares 1,796 $915K 0.07% +23 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: 2,169 shares; 2024Q4: 2,145 shares; 2025Q1: 2,180 shares; 2025Q2: 2,365 shares; 2025Q3: 2,412 shares; 2025Q4: 2,520 shares; 2026Q1: 2,731 shares; 2026Q2: 10,937 shares 10,937 $881K 0.06% +8,206 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,608 shares; 2025Q2: 10,144 shares; 2025Q3: 14,624 shares; 2025Q4: 14,774 shares; 2026Q1: 13,624 shares; 2026Q2: 16,785 shares 16,785 $856K 0.06% +3,161 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: 823 shares; 2024Q4: 818 shares; 2025Q1: 827 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,521 shares; 2026Q1: 1,455 shares; 2026Q2: 2,421 shares 2,421 $854K 0.06% +966 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,012 shares; 2025Q1: 7,719 shares; 2025Q2: 8,175 shares; 2025Q3: 8,175 shares; 2025Q4: 8,118 shares; 2026Q1: 8,705 shares; 2026Q2: 8,705 shares 8,705 $823K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,664 shares; 2025Q3: 8,274 shares; 2025Q4: 8,974 shares; 2026Q1: 8,974 shares; 2026Q2: 8,974 shares 8,974 $819K 0.06% 0 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,475 shares; 2026Q1: 11,034 shares; 2026Q2: 15,771 shares 15,771 $797K 0.06% +4,737 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: 6,382 shares; 2024Q4: 6,352 shares; 2025Q1: 6,732 shares; 2025Q2: 9,777 shares; 2025Q3: 9,631 shares; 2025Q4: 9,531 shares; 2026Q1: 9,531 shares; 2026Q2: 9,531 shares 9,531 $785K 0.06% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,591 shares; 2025Q3: 1,608 shares; 2025Q4: 1,565 shares; 2026Q1: 1,470 shares; 2026Q2: 1,506 shares 1,506 $773K 0.06% +36 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: 3,651 shares; 2024Q4: 3,616 shares; 2025Q1: 3,616 shares; 2025Q2: 3,716 shares; 2025Q3: 3,716 shares; 2025Q4: 3,672 shares; 2026Q1: 3,572 shares; 2026Q2: 3,472 shares 3,472 $768K 0.06% -100 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.05% 0 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,424 shares; 2024Q4: 11,424 shares; 2025Q1: 9,309 shares; 2025Q2: 9,309 shares; 2025Q3: 9,309 shares; 2025Q4: 9,309 shares; 2026Q1: 9,309 shares; 2026Q2: 9,309 shares 9,309 $744K 0.05% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,470 shares; 2024Q4: 13,858 shares; 2025Q1: 14,107 shares; 2025Q2: 16,104 shares; 2025Q3: 16,762 shares; 2025Q4: 14,404 shares; 2026Q1: 13,103 shares; 2026Q2: 13,036 shares 13,036 $736K 0.05% -67 Timeline VCLT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares; 2026Q2: 9,685 shares 9,685 $729K 0.05% +4,185 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: 3,538 shares; 2024Q4: 3,720 shares; 2025Q1: 1,794 shares; 2025Q2: 1,794 shares; 2025Q3: 1,801 shares; 2025Q4: 1,801 shares; 2026Q1: 1,801 shares; 2026Q2: 1,727 shares 1,727 $707K 0.05% -74 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: 1,336 shares; 2024Q4: 1,511 shares; 2025Q1: 1,551 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares; 2026Q2: 1,967 shares 1,967 $695K 0.05% -11 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: 17,370 shares; 2024Q4: 17,370 shares; 2025Q1: 17,170 shares; 2025Q2: 18,176 shares; 2025Q3: 17,270 shares; 2025Q4: 17,270 shares; 2026Q1: 16,300 shares; 2026Q2: 16,300 shares 16,300 $691K 0.05% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,510 shares; 2024Q4: 2,583 shares; 2025Q1: 1,693 shares; 2025Q2: 1,729 shares; 2025Q3: 1,951 shares; 2025Q4: 2,056 shares; 2026Q1: 1,784 shares; 2026Q2: 1,860 shares 1,860 $638K 0.05% +76 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: 561 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 624 shares 624 $631K 0.05% +36 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 74,424 shares; 2026Q1: not reported; 2026Q2: 25,683 shares 25,683 $625K 0.05% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,623 shares; 2024Q4: 1,784 shares; 2025Q1: 1,623 shares; 2025Q2: 1,978 shares; 2025Q3: 3,336 shares; 2025Q4: 3,525 shares; 2026Q1: 2,155 shares; 2026Q2: 4,196 shares 4,196 $615K 0.04% +2,041 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,306 shares; 2024Q4: 7,218 shares; 2025Q1: 7,238 shares; 2025Q2: 20,178 shares; 2025Q3: 19,478 shares; 2025Q4: 16,428 shares; 2026Q1: 14,259 shares; 2026Q2: 12,912 shares 12,912 $612K 0.04% -1,347 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,603 shares; 2024Q4: 10,623 shares; 2025Q1: 10,971 shares; 2025Q2: 11,721 shares; 2025Q3: 10,821 shares; 2025Q4: 9,044 shares; 2026Q1: 9,074 shares; 2026Q2: 8,936 shares 8,936 $611K 0.04% -138 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,543 shares; 2026Q1: 1,543 shares; 2026Q2: 1,543 shares 1,543 $608K 0.04% 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: 4,684 shares 4,684 $550K 0.04% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 820 shares; 2025Q3: 818 shares; 2025Q4: 841 shares; 2026Q1: 833 shares; 2026Q2: 852 shares 852 $540K 0.04% +19 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,429 shares 1,429 $534K 0.04% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,020 shares; 2024Q4: 3,950 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,138 shares; 2025Q4: 3,008 shares; 2026Q1: 3,408 shares; 2026Q2: 4,810 shares 4,810 $531K 0.04% +1,402 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: 2,445 shares; 2024Q4: 2,416 shares; 2025Q1: 2,416 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,267 shares; 2026Q1: 2,236 shares; 2026Q2: 2,236 shares 2,236 $529K 0.04% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,200 shares 11,200 $526K 0.04% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,837 shares; 2024Q4: 14,627 shares; 2025Q1: 15,151 shares; 2025Q2: 14,414 shares; 2025Q3: 13,841 shares; 2025Q4: 12,990 shares; 2026Q1: 10,477 shares; 2026Q2: 10,477 shares 10,477 $506K 0.04% 0 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: 433 shares 433 $500K 0.04% new 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: 1,162 shares; 2024Q4: 1,162 shares; 2025Q1: 1,176 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 1,154 shares; 2026Q1: 547 shares; 2026Q2: 4,165 shares 4,165 $498K 0.04% +3,618 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,066 shares; 2024Q4: 6,071 shares; 2025Q1: 5,484 shares; 2025Q2: 5,488 shares; 2025Q3: 5,491 shares; 2025Q4: 6,245 shares; 2026Q1: 6,271 shares; 2026Q2: 5,910 shares 5,910 $485K 0.04% -361 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,133 shares 2,133 $478K 0.03% new 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: 46,243 shares; 2024Q4: 38,218 shares; 2025Q1: 17,518 shares; 2025Q2: 17,010 shares; 2025Q3: 13,651 shares; 2025Q4: 22,925 shares; 2026Q1: 6,461 shares; 2026Q2: 6,461 shares 6,461 $474K 0.03% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 2,006 shares; 2026Q2: 2,977 shares 2,977 $465K 0.03% +971 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,600 shares; 2025Q2: 84,780 shares; 2025Q3: 86,277 shares; 2025Q4: 95,777 shares; 2026Q1: 17,432 shares; 2026Q2: 17,432 shares 17,432 $462K 0.03% 0 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: not reported; 2026Q2: 387 shares 387 $455K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,485 shares; 2026Q2: 1,735 shares 1,735 $443K 0.03% +250 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: 16,316 shares; 2024Q4: 19,018 shares; 2025Q1: 17,683 shares; 2025Q2: 14,559 shares; 2025Q3: 13,562 shares; 2025Q4: 13,649 shares; 2026Q1: 12,179 shares; 2026Q2: 11,941 shares 11,941 $433K 0.03% -238 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,589 shares; 2024Q4: 3,766 shares; 2025Q1: 3,589 shares; 2025Q2: 4,098 shares; 2025Q3: 4,328 shares; 2025Q4: 3,960 shares; 2026Q1: 3,775 shares; 2026Q2: 4,732 shares 4,732 $429K 0.03% +957 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,931 shares 3,931 $429K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 469 shares; 2026Q1: 413 shares; 2026Q2: 746 shares 746 $420K 0.03% +333 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 1,527 shares; 2026Q1: 1,429 shares; 2026Q2: 2,133 shares 2,133 $405K 0.03% +704 Timeline SMB 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: 93,033 shares; 2024Q4: 93,033 shares; 2025Q1: 93,033 shares; 2025Q2: 28,114 shares; 2025Q3: 27,956 shares; 2025Q4: 27,956 shares; 2026Q1: 25,476 shares; 2026Q2: 22,429 shares 22,429 $389K 0.03% -3,047 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: 1,138 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,588 shares; 2025Q3: 2,345 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares; 2026Q2: 1,745 shares 1,745 $383K 0.03% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 593 shares; 2026Q1: 570 shares; 2026Q2: 355 shares 355 $378K 0.03% -215 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,423 shares; 2024Q4: 7,870 shares; 2025Q1: 5,679 shares; 2025Q2: 5,294 shares; 2025Q3: 4,943 shares; 2025Q4: 6,361 shares; 2026Q1: 3,992 shares; 2026Q2: 3,779 shares 3,779 $374K 0.03% -213 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $366K 0.03% 0 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: 26,364 shares; 2024Q4: 29,516 shares; 2025Q1: 40,388 shares; 2025Q2: 48,225 shares; 2025Q3: 48,296 shares; 2025Q4: 42,560 shares; 2026Q1: 35,613 shares; 2026Q2: 13,970 shares 13,970 $365K 0.03% -21,643 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 599 shares 599 $348K 0.03% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,878 shares; 2024Q4: 1,885 shares; 2025Q1: 1,892 shares; 2025Q2: 2,124 shares; 2025Q3: 2,124 shares; 2025Q4: 2,124 shares; 2026Q1: 2,086 shares; 2026Q2: 2,236 shares 2,236 $341K 0.02% +150 Timeline IWP 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: 2,207 shares; 2025Q1: 2,207 shares; 2025Q2: 2,207 shares; 2025Q3: 2,207 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares; 2026Q2: 2,148 shares 2,148 $314K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,243 shares 3,243 $312K 0.02% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,643 shares; 2024Q4: 7,873 shares; 2025Q1: 9,736 shares; 2025Q2: 9,723 shares; 2025Q3: 8,797 shares; 2025Q4: 6,250 shares; 2026Q1: 6,850 shares; 2026Q2: 6,105 shares 6,105 $309K 0.02% -745 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627 shares; 2024Q4: 627 shares; 2025Q1: not reported; 2025Q2: 681 shares; 2025Q3: 677 shares; 2025Q4: 760 shares; 2026Q1: 682 shares; 2026Q2: 703 shares 703 $300K 0.02% +21 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 627 shares 627 $299K 0.02% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,474 shares; 2025Q4: 3,086 shares; 2026Q1: 3,086 shares; 2026Q2: 3,086 shares 3,086 $298K 0.02% 0 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: 743 shares; 2026Q1: not reported; 2026Q2: 787 shares 787 $297K 0.02% new Timeline FSMD 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: not reported; 2024Q4: 11,340 shares; 2025Q1: 9,034 shares; 2025Q2: 8,564 shares; 2025Q3: 8,496 shares; 2025Q4: 6,314 shares; 2026Q1: 5,836 shares; 2026Q2: 5,554 shares 5,554 $294K 0.02% -282 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,863 shares 2,863 $283K 0.02% new 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 reported; 2024Q4: 2,373 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,477 shares 2,477 $281K 0.02% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,328 shares; 2024Q4: 8,903 shares; 2025Q1: 8,183 shares; 2025Q2: 7,801 shares; 2025Q3: 7,518 shares; 2025Q4: 7,208 shares; 2026Q1: 5,814 shares; 2026Q2: 5,814 shares 5,814 $276K 0.02% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,795 shares; 2024Q4: 6,321 shares; 2025Q1: 6,997 shares; 2025Q2: 7,106 shares; 2025Q3: 7,134 shares; 2025Q4: 7,757 shares; 2026Q1: 7,763 shares; 2026Q2: 7,378 shares 7,378 $273K 0.02% -385 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: 237 shares; 2025Q4: 2,942 shares; 2026Q1: 2,942 shares; 2026Q2: 3,687 shares 3,687 $263K 0.02% +745 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,177 shares 8,177 $259K 0.02% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,283 shares; 2025Q2: 8,078 shares; 2025Q3: 8,079 shares; 2025Q4: 8,081 shares; 2026Q1: 7,636 shares; 2026Q2: 7,132 shares 7,132 $258K 0.02% -504 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares; 2026Q2: 1,385 shares 1,385 $257K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 739 shares; 2025Q4: 739 shares; 2026Q1: 739 shares; 2026Q2: 741 shares 741 $255K 0.02% +2 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,154 shares; 2025Q3: 8,154 shares; 2025Q4: 8,154 shares; 2026Q1: 8,154 shares; 2026Q2: 8,154 shares 8,154 $254K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 704 shares; 2026Q2: 688 shares 688 $253K 0.02% -16 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: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,300 shares; 2025Q3: 4,525 shares; 2025Q4: 4,726 shares; 2026Q1: 4,726 shares; 2026Q2: 4,726 shares 4,726 $253K 0.02% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,107 shares; 2024Q4: 9,323 shares; 2025Q1: 10,695 shares; 2025Q2: 8,858 shares; 2025Q3: 8,598 shares; 2025Q4: 8,601 shares; 2026Q1: 8,604 shares; 2026Q2: 8,606 shares 8,606 $253K 0.02% +2 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,962 shares; 2024Q4: 4,522 shares; 2025Q1: 4,522 shares; 2025Q2: 4,522 shares; 2025Q3: 4,472 shares; 2025Q4: 3,871 shares; 2026Q1: 3,871 shares; 2026Q2: 3,731 shares 3,731 $252K 0.02% -140 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 589 shares 589 $248K 0.02% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 217 shares 217 $246K 0.02% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,950 shares; 2026Q2: 5,284 shares 5,284 $243K 0.02% +334 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 9,142 shares 9,142 $241K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,026 shares; 2026Q2: 1,059 shares 1,059 $240K 0.02% +33 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,669 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,633 shares 1,633 $234K 0.02% new Timeline BA BOEING CO More: the full row for BOEING 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: not reported; 2026Q2: 1,037 shares 1,037 $224K 0.02% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,592 shares 4,592 $223K 0.02% new Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 10,600 shares 10,600 $220K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,393 shares; 2025Q4: not reported; 2026Q1: 1,123 shares; 2026Q2: 1,306 shares 1,306 $217K 0.02% +183 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $216K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 591 shares 591 $214K 0.02% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,496 shares 1,496 $204K 0.01% new 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: 687 shares; 2025Q3: not reported; 2025Q4: 720 shares; 2026Q1: not reported; 2026Q2: 722 shares 722 $203K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,400 shares 2,400 $201K 0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,900 shares; 2025Q3: 19,900 shares; 2025Q4: 19,900 shares; 2026Q1: 19,900 shares; 2026Q2: 19,900 shares 19,900 $195K 0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,653 shares; 2024Q4: 19,121 shares; 2025Q1: 19,121 shares; 2025Q2: 19,121 shares; 2025Q3: 19,121 shares; 2025Q4: 16,141 shares; 2026Q1: 14,006 shares; 2026Q2: 14,006 shares 14,006 $95.5K 0.01% 0 Timeline