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: 162,445 shares; 2024Q4: 165,033 shares; 2025Q1: 169,217 shares; 2025Q2: 181,909 shares; 2025Q3: 184,752 shares; 2025Q4: 1,483,146 shares; 2026Q1: 1,691,253 shares; 2026Q2: 1,726,300 shares 1,726,300 $141M 9.13% +35,047 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: 803,320 shares; 2024Q4: 800,804 shares; 2025Q1: 793,086 shares; 2025Q2: 776,401 shares; 2025Q3: 747,201 shares; 2025Q4: 1,457,860 shares; 2026Q1: 1,495,511 shares; 2026Q2: 1,505,769 shares 1,505,769 $105M 6.8% +10,258 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: 21,887 shares; 2024Q4: 21,570 shares; 2025Q1: 52,389 shares; 2025Q2: 63,203 shares; 2025Q3: 75,027 shares; 2025Q4: 94,190 shares; 2026Q1: 96,192 shares; 2026Q2: 105,677 shares 105,677 $79.1M 5.11% +9,485 Timeline SPYM 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: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 748,147 shares; 2026Q1: 803,198 shares; 2026Q2: 842,270 shares 842,270 $74M 4.78% +39,072 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: 888 shares; 2024Q4: not reported; 2025Q1: 59,726 shares; 2025Q2: 86,965 shares; 2025Q3: 111,040 shares; 2025Q4: 1,036,424 shares; 2026Q1: 1,131,971 shares; 2026Q2: 1,159,646 shares 1,159,646 $69.2M 4.47% +27,675 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: 555,135 shares; 2024Q4: 563,901 shares; 2025Q1: 565,892 shares; 2025Q2: 563,749 shares; 2025Q3: 543,967 shares; 2025Q4: 663,969 shares; 2026Q1: 1,010,586 shares; 2026Q2: 1,163,317 shares 1,163,317 $62.8M 4.06% +152,731 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: 1,601,068 shares; 2024Q4: 1,586,370 shares; 2025Q1: 1,594,069 shares; 2025Q2: 1,568,588 shares; 2025Q3: 1,499,464 shares; 2025Q4: 1,475,990 shares; 2026Q1: 1,372,177 shares; 2026Q2: 1,342,461 shares 1,342,461 $59.6M 3.84% -29,716 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: 60 shares; 2024Q4: not reported; 2025Q1: 88,361 shares; 2025Q2: 117,990 shares; 2025Q3: 151,048 shares; 2025Q4: 479,509 shares; 2026Q1: 496,120 shares; 2026Q2: 529,634 shares 529,634 $51.2M 3.3% +33,514 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: 83 shares; 2024Q4: not reported; 2025Q1: 168,628 shares; 2025Q2: 219,780 shares; 2025Q3: 280,541 shares; 2025Q4: 341,253 shares; 2026Q1: 379,390 shares; 2026Q2: 459,940 shares 459,940 $45.5M 2.94% +80,550 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: 532,313 shares; 2024Q4: 533,846 shares; 2025Q1: 536,471 shares; 2025Q2: 543,210 shares; 2025Q3: 533,531 shares; 2025Q4: 797,379 shares; 2026Q1: 800,485 shares; 2026Q2: 792,213 shares 792,213 $43.6M 2.81% -8,272 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: 66,025 shares; 2024Q4: 68,478 shares; 2025Q1: 101,786 shares; 2025Q2: 101,596 shares; 2025Q3: 103,917 shares; 2025Q4: 179,254 shares; 2026Q1: 199,214 shares; 2026Q2: 146,799 shares 146,799 $42.5M 2.74% -52,415 Timeline DGRO 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: 500,676 shares; 2026Q1: 530,539 shares; 2026Q2: 536,322 shares 536,322 $40.6M 2.62% +5,783 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: 13,749 shares; 2024Q4: 12,877 shares; 2025Q1: 15,611 shares; 2025Q2: 23,678 shares; 2025Q3: 31,939 shares; 2025Q4: 890,928 shares; 2026Q1: 968,520 shares; 2026Q2: 969,277 shares 969,277 $40M 2.58% +757 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: 241 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,517 shares; 2026Q1: 159,289 shares; 2026Q2: 158,612 shares 158,612 $34.6M 2.23% -677 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,521 shares; 2024Q4: 43,198 shares; 2025Q1: 44,814 shares; 2025Q2: 44,858 shares; 2025Q3: 59,142 shares; 2025Q4: 397,435 shares; 2026Q1: 463,972 shares; 2026Q2: 502,096 shares 502,096 $29.6M 1.91% +38,124 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: 122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,913 shares; 2026Q1: 195,198 shares; 2026Q2: 196,095 shares 196,095 $29.1M 1.88% +897 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: 1,166 shares; 2024Q4: 1,162 shares; 2025Q1: 6,319 shares; 2025Q2: 6,536 shares; 2025Q3: 6,797 shares; 2025Q4: 33,309 shares; 2026Q1: 34,058 shares; 2026Q2: 34,288 shares 34,288 $24.8M 1.6% +230 Timeline FXR 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: 273,298 shares; 2026Q1: 272,783 shares; 2026Q2: 264,853 shares 264,853 $24.1M 1.56% -7,930 Timeline FDN 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: 88,500 shares; 2026Q1: 89,254 shares; 2026Q2: 87,118 shares 87,118 $23.1M 1.49% -2,136 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,058 shares; 2024Q4: 26,539 shares; 2025Q1: 31,307 shares; 2025Q2: 32,134 shares; 2025Q3: 36,824 shares; 2025Q4: 487,049 shares; 2026Q1: 514,631 shares; 2026Q2: 540,473 shares 540,473 $21.7M 1.4% +25,842 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 236,711 shares; 2025Q2: 323,256 shares; 2025Q3: 419,964 shares; 2025Q4: 572,701 shares; 2026Q1: 637,190 shares; 2026Q2: 792,030 shares 792,030 $19.7M 1.27% +154,840 Timeline FXU 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: 373,507 shares; 2026Q1: 379,257 shares; 2026Q2: 368,598 shares 368,598 $18.2M 1.17% -10,659 Timeline QQXT 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: 179,738 shares; 2026Q1: 182,083 shares; 2026Q2: 175,744 shares 175,744 $17.2M 1.11% -6,339 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: not reported; 2025Q1: 214,413 shares; 2025Q2: 217,373 shares; 2025Q3: 265,324 shares; 2025Q4: 232,126 shares; 2026Q1: 239,612 shares; 2026Q2: 303,646 shares 303,646 $15.4M 0.99% +64,034 Timeline FXO 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: 253,725 shares; 2026Q1: 252,883 shares; 2026Q2: 245,103 shares 245,103 $15.3M 0.99% -7,780 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: 59,447 shares; 2024Q4: 66,111 shares; 2025Q1: 69,196 shares; 2025Q2: 69,034 shares; 2025Q3: 71,573 shares; 2025Q4: 114,549 shares; 2026Q1: 118,518 shares; 2026Q2: 118,831 shares 118,831 $14.8M 0.96% +313 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: 16,756 shares; 2024Q4: 26,700 shares; 2025Q1: 56,940 shares; 2025Q2: 57,029 shares; 2025Q3: 63,952 shares; 2025Q4: 101,425 shares; 2026Q1: 125,623 shares; 2026Q2: 73,895 shares 73,895 $14.8M 0.95% -51,728 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: 693 shares; 2024Q4: 895 shares; 2025Q1: 20,519 shares; 2025Q2: 28,592 shares; 2025Q3: 34,617 shares; 2025Q4: 40,969 shares; 2026Q1: 42,079 shares; 2026Q2: 47,145 shares 47,145 $14.3M 0.92% +5,066 Timeline RLY 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: not reported; 2025Q1: 183,560 shares; 2025Q2: 228,667 shares; 2025Q3: 268,460 shares; 2025Q4: 370,244 shares; 2026Q1: 381,977 shares; 2026Q2: 412,457 shares 412,457 $14.2M 0.92% +30,480 Timeline USRT 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: 59,137 shares; 2025Q2: 68,507 shares; 2025Q3: 82,189 shares; 2025Q4: 163,822 shares; 2026Q1: 179,263 shares; 2026Q2: 194,590 shares 194,590 $12.9M 0.83% +15,327 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE 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: 261,688 shares; 2026Q1: 272,900 shares; 2026Q2: 273,756 shares 273,756 $11.2M 0.72% +856 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205,605 shares; 2026Q1: 213,046 shares; 2026Q2: 208,264 shares 208,264 $11M 0.71% -4,782 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: 15,053 shares; 2024Q4: 15,609 shares; 2025Q1: 24,129 shares; 2025Q2: 22,791 shares; 2025Q3: 24,641 shares; 2025Q4: 31,813 shares; 2026Q1: 36,956 shares; 2026Q2: 27,458 shares 27,458 $10.2M 0.66% -9,498 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: 144,333 shares; 2024Q4: 147,219 shares; 2025Q1: 147,465 shares; 2025Q2: 154,661 shares; 2025Q3: 146,312 shares; 2025Q4: 135,956 shares; 2026Q1: 131,726 shares; 2026Q2: 122,072 shares 122,072 $10.1M 0.65% -9,654 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: 11,902 shares; 2024Q4: 12,092 shares; 2025Q1: 17,837 shares; 2025Q2: 17,677 shares; 2025Q3: 18,867 shares; 2025Q4: 21,827 shares; 2026Q1: 22,207 shares; 2026Q2: 19,368 shares 19,368 $9.69M 0.63% -2,839 Timeline SLYG 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 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,040 shares; 2026Q1: 77,064 shares; 2026Q2: 77,246 shares 77,246 $9.2M 0.59% +182 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: 20,077 shares; 2024Q4: 19,638 shares; 2025Q1: 30,638 shares; 2025Q2: 27,452 shares; 2025Q3: 28,264 shares; 2025Q4: 50,926 shares; 2026Q1: 51,883 shares; 2026Q2: 35,617 shares 35,617 $8.49M 0.55% -16,266 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216 shares; 2024Q4: not reported; 2025Q1: 3,472 shares; 2025Q2: 3,488 shares; 2025Q3: 3,498 shares; 2025Q4: 55,163 shares; 2026Q1: 55,136 shares; 2026Q2: 53,963 shares 53,963 $8.21M 0.53% -1,173 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: 2,598 shares; 2024Q4: 2,997 shares; 2025Q1: 9,239 shares; 2025Q2: 9,702 shares; 2025Q3: 10,240 shares; 2025Q4: 27,812 shares; 2026Q1: 27,751 shares; 2026Q2: 23,519 shares 23,519 $7.7M 0.5% -4,232 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: 2,649 shares; 2024Q4: 3,392 shares; 2025Q1: 9,875 shares; 2025Q2: 11,891 shares; 2025Q3: 12,978 shares; 2025Q4: 30,692 shares; 2026Q1: 32,113 shares; 2026Q2: 19,985 shares 19,985 $7.14M 0.46% -12,128 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: 18,748 shares; 2024Q4: 19,565 shares; 2025Q1: 22,840 shares; 2025Q2: 19,988 shares; 2025Q3: 17,981 shares; 2025Q4: 88,844 shares; 2026Q1: 98,405 shares; 2026Q2: 87,873 shares 87,873 $6.85M 0.44% -10,532 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: 8,041 shares; 2024Q4: 10,014 shares; 2025Q1: 10,952 shares; 2025Q2: 10,986 shares; 2025Q3: 10,280 shares; 2025Q4: 73,657 shares; 2026Q1: 77,860 shares; 2026Q2: 81,565 shares 81,565 $6.76M 0.44% +3,705 Timeline FTXL 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: 23,013 shares; 2026Q1: 23,013 shares; 2026Q2: 23,482 shares 23,482 $6.69M 0.43% +469 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: 17,231 shares; 2024Q4: 20,383 shares; 2025Q1: 23,925 shares; 2025Q2: 24,355 shares; 2025Q3: 21,374 shares; 2025Q4: 20,665 shares; 2026Q1: 20,827 shares; 2026Q2: 15,993 shares 15,993 $5.92M 0.38% -4,834 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: 7,158 shares; 2024Q4: 7,346 shares; 2025Q1: 10,158 shares; 2025Q2: 10,088 shares; 2025Q3: 10,141 shares; 2025Q4: 11,332 shares; 2026Q1: 12,280 shares; 2026Q2: 68,181 shares 68,181 $5.87M 0.38% +55,901 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: 1,934 shares; 2024Q4: 1,937 shares; 2025Q1: not reported; 2025Q2: 3,857 shares; 2025Q3: 3,868 shares; 2025Q4: 5,924 shares; 2026Q1: 8,941 shares; 2026Q2: 7,967 shares 7,967 $5.87M 0.38% -974 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: 5,131 shares; 2024Q4: 5,465 shares; 2025Q1: 8,540 shares; 2025Q2: 8,532 shares; 2025Q3: 8,324 shares; 2025Q4: 11,863 shares; 2026Q1: 11,872 shares; 2026Q2: 9,787 shares 9,787 $5.51M 0.36% -2,085 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: 140,617 shares; 2024Q4: 140,247 shares; 2025Q1: 145,885 shares; 2025Q2: 144,800 shares; 2025Q3: 142,232 shares; 2025Q4: 139,199 shares; 2026Q1: 138,180 shares; 2026Q2: 137,972 shares 137,972 $5.08M 0.33% -208 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,131 shares; 2025Q2: 51,951 shares; 2025Q3: 65,470 shares; 2025Q4: 86,113 shares; 2026Q1: 108,624 shares; 2026Q2: 132,951 shares 132,951 $4.64M 0.3% +24,327 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 reported; 2024Q4: 6,217 shares; 2025Q1: 8,074 shares; 2025Q2: 10,626 shares; 2025Q3: 10,995 shares; 2025Q4: 11,559 shares; 2026Q1: 11,860 shares; 2026Q2: 7,956 shares 7,956 $3.45M 0.22% -3,904 Timeline IYW 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: 11,301 shares; 2026Q2: 13,317 shares 13,317 $3.36M 0.22% +2,016 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: 22,534 shares; 2024Q4: 22,534 shares; 2025Q1: 23,629 shares; 2025Q2: 22,534 shares; 2025Q3: 23,629 shares; 2025Q4: 24,361 shares; 2026Q1: 23,641 shares; 2026Q2: 24,210 shares 24,210 $3.33M 0.21% +569 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: 2,686 shares; 2024Q4: 3,608 shares; 2025Q1: 8,285 shares; 2025Q2: 9,606 shares; 2025Q3: 10,276 shares; 2025Q4: 13,584 shares; 2026Q1: 14,604 shares; 2026Q2: 8,698 shares 8,698 $3.29M 0.21% -5,906 Timeline AVDV 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: 34,213 shares; 2024Q4: 35,944 shares; 2025Q1: 37,270 shares; 2025Q2: 36,767 shares; 2025Q3: 37,513 shares; 2025Q4: 32,678 shares; 2026Q1: 32,023 shares; 2026Q2: 31,821 shares 31,821 $3.28M 0.21% -202 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: 1,205 shares; 2024Q4: 2,130 shares; 2025Q1: 6,252 shares; 2025Q2: 6,150 shares; 2025Q3: 6,727 shares; 2025Q4: 11,023 shares; 2026Q1: 12,690 shares; 2026Q2: 7,366 shares 7,366 $3.1M 0.2% -5,324 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: 20,523 shares; 2024Q4: 20,424 shares; 2025Q1: 24,173 shares; 2025Q2: 23,547 shares; 2025Q3: 23,585 shares; 2025Q4: 23,282 shares; 2026Q1: 23,567 shares; 2026Q2: 23,542 shares 23,542 $3.02M 0.19% -25 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: 1,281 shares; 2024Q4: 1,300 shares; 2025Q1: 3,094 shares; 2025Q2: 3,206 shares; 2025Q3: 2,799 shares; 2025Q4: 4,131 shares; 2026Q1: 4,161 shares; 2026Q2: 3,207 shares 3,207 $3M 0.19% -954 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: 20,232 shares; 2024Q4: 20,232 shares; 2025Q1: 21,292 shares; 2025Q2: 21,292 shares; 2025Q3: 21,381 shares; 2025Q4: 21,519 shares; 2026Q1: 22,617 shares; 2026Q2: 12,067 shares 12,067 $2.86M 0.18% -10,550 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: 7,007 shares; 2024Q4: 7,007 shares; 2025Q1: 7,292 shares; 2025Q2: 7,280 shares; 2025Q3: 7,180 shares; 2025Q4: 14,858 shares; 2026Q1: 14,808 shares; 2026Q2: 14,849 shares 14,849 $2.83M 0.18% +41 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: 760 shares; 2024Q4: 589 shares; 2025Q1: 2,689 shares; 2025Q2: 2,252 shares; 2025Q3: 2,746 shares; 2025Q4: 3,198 shares; 2026Q1: 3,632 shares; 2026Q2: 2,314 shares 2,314 $2.78M 0.18% -1,318 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,811 shares; 2026Q1: 60,866 shares; 2026Q2: 61,052 shares 61,052 $2.77M 0.18% +186 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 reported; 2024Q4: not reported; 2025Q1: 2,088 shares; 2025Q2: 2,093 shares; 2025Q3: 1,839 shares; 2025Q4: 20,903 shares; 2026Q1: 20,696 shares; 2026Q2: 20,798 shares 20,798 $2.74M 0.18% +102 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: 1,853 shares; 2024Q4: 2,893 shares; 2025Q1: 6,443 shares; 2025Q2: 7,181 shares; 2025Q3: 8,116 shares; 2025Q4: 12,370 shares; 2026Q1: 13,743 shares; 2026Q2: 7,621 shares 7,621 $2.69M 0.17% -6,122 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: 4,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,286 shares; 2026Q1: 50,606 shares; 2026Q2: 49,998 shares 49,998 $2.68M 0.17% -608 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: 1,945 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,597 shares; 2025Q4: 11,592 shares; 2026Q1: 11,841 shares; 2026Q2: 10,459 shares 10,459 $2.67M 0.17% -1,382 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 434 shares; 2025Q3: 467 shares; 2025Q4: 1,775 shares; 2026Q1: 3,858 shares; 2026Q2: 3,499 shares 3,499 $2.67M 0.17% -359 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: 52,937 shares; 2024Q4: 52,937 shares; 2025Q1: 52,818 shares; 2025Q2: 52,292 shares; 2025Q3: 53,298 shares; 2025Q4: 52,346 shares; 2026Q1: 51,468 shares; 2026Q2: 50,042 shares 50,042 $2.59M 0.17% -1,426 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,058 shares; 2024Q4: 584 shares; 2025Q1: 2,491 shares; 2025Q2: not reported; 2025Q3: 2,445 shares; 2025Q4: 3,230 shares; 2026Q1: 4,998 shares; 2026Q2: 4,112 shares 4,112 $2.39M 0.15% -886 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: 1,550 shares; 2024Q4: 1,767 shares; 2025Q1: 3,629 shares; 2025Q2: 4,229 shares; 2025Q3: 6,309 shares; 2025Q4: 14,610 shares; 2026Q1: 13,286 shares; 2026Q2: 16,250 shares 16,250 $2.38M 0.15% +2,964 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,679 shares; 2024Q4: 93,731 shares; 2025Q1: 96,668 shares; 2025Q2: 103,069 shares; 2025Q3: 106,403 shares; 2025Q4: 87,853 shares; 2026Q1: 83,822 shares; 2026Q2: 79,693 shares 79,693 $2.33M 0.15% -4,129 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: 907 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,008 shares; 2025Q4: 3,252 shares; 2026Q1: 3,716 shares; 2026Q2: 1,917 shares 1,917 $2.21M 0.14% -1,799 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: 7,046 shares; 2024Q4: 7,046 shares; 2025Q1: 7,506 shares; 2025Q2: 7,046 shares; 2025Q3: 7,047 shares; 2025Q4: 8,624 shares; 2026Q1: 8,663 shares; 2026Q2: 8,623 shares 8,623 $2.09M 0.13% -40 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: 91 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 704 shares; 2025Q4: 2,173 shares; 2026Q1: 2,265 shares; 2026Q2: 2,960 shares 2,960 $2.09M 0.13% +695 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: 14,085 shares; 2024Q4: 14,337 shares; 2025Q1: 14,410 shares; 2025Q2: 14,442 shares; 2025Q3: 13,517 shares; 2025Q4: 11,154 shares; 2026Q1: 9,183 shares; 2026Q2: 8,510 shares 8,510 $2.07M 0.13% -673 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: 1 shares; 2024Q4: not reported; 2025Q1: 799 shares; 2025Q2: not reported; 2025Q3: 845 shares; 2025Q4: 3,703 shares; 2026Q1: 3,502 shares; 2026Q2: 3,009 shares 3,009 $2.07M 0.13% -493 Timeline SPSK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,867 shares; 2025Q4: 42,867 shares; 2026Q1: 42,867 shares; 2026Q2: 113,790 shares 113,790 $2.05M 0.13% +70,923 Timeline QTEC 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: 6,156 shares; 2026Q1: 6,151 shares; 2026Q2: 6,122 shares 6,122 $2.05M 0.13% -29 Timeline FDVV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,422 shares; 2026Q1: 33,590 shares; 2026Q2: 33,851 shares 33,851 $2.04M 0.13% +261 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: 740 shares; 2024Q4: 923 shares; 2025Q1: 2,869 shares; 2025Q2: 3,301 shares; 2025Q3: 3,469 shares; 2025Q4: 6,969 shares; 2026Q1: 6,878 shares; 2026Q2: 5,676 shares 5,676 $2M 0.13% -1,202 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: 2,689 shares; 2024Q4: 2,698 shares; 2025Q1: 3,314 shares; 2025Q2: 3,124 shares; 2025Q3: 6,565 shares; 2025Q4: 10,103 shares; 2026Q1: 9,491 shares; 2026Q2: 16,298 shares 16,298 $1.92M 0.12% +6,807 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: 137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,899 shares; 2026Q1: 3,647 shares; 2026Q2: 15,193 shares 15,193 $1.89M 0.12% +11,546 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: 17,917 shares; 2024Q4: 53,750 shares; 2025Q1: 63,941 shares; 2025Q2: 63,931 shares; 2025Q3: 63,925 shares; 2025Q4: 67,231 shares; 2026Q1: 61,451 shares; 2026Q2: 64,757 shares 64,757 $1.88M 0.12% +3,306 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: 173 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,492 shares; 2026Q1: 27,471 shares; 2026Q2: 27,137 shares 27,137 $1.86M 0.12% -334 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,557 shares; 2024Q4: 2,663 shares; 2025Q1: 7,498 shares; 2025Q2: 6,950 shares; 2025Q3: 8,414 shares; 2025Q4: 15,746 shares; 2026Q1: 17,400 shares; 2026Q2: 13,173 shares 13,173 $1.8M 0.12% -4,227 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,752 shares; 2026Q1: 43,172 shares; 2026Q2: 42,705 shares 42,705 $1.78M 0.11% -467 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: 1,050 shares; 2024Q4: not reported; 2025Q1: 4,995 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,936 shares; 2026Q1: 25,502 shares; 2026Q2: 24,131 shares 24,131 $1.72M 0.11% -1,371 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: 1,970 shares; 2024Q4: 2,107 shares; 2025Q1: 4,570 shares; 2025Q2: 4,341 shares; 2025Q3: 4,472 shares; 2025Q4: 6,882 shares; 2026Q1: 6,992 shares; 2026Q2: 5,011 shares 5,011 $1.72M 0.11% -1,981 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,987 shares 4,987 $1.72M 0.11% new 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: 24,482 shares; 2024Q4: 25,334 shares; 2025Q1: 25,111 shares; 2025Q2: 24,274 shares; 2025Q3: 21,714 shares; 2025Q4: 21,444 shares; 2026Q1: 21,458 shares; 2026Q2: 22,323 shares 22,323 $1.71M 0.11% +865 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: 10,916 shares; 2024Q4: 11,807 shares; 2025Q1: 20,007 shares; 2025Q2: 19,613 shares; 2025Q3: 19,613 shares; 2025Q4: 19,169 shares; 2026Q1: 19,176 shares; 2026Q2: 19,118 shares 19,118 $1.71M 0.11% -58 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: 1,961 shares; 2024Q4: not reported; 2025Q1: 7,859 shares; 2025Q2: 4,772 shares; 2025Q3: 4,707 shares; 2025Q4: 9,224 shares; 2026Q1: 10,095 shares; 2026Q2: 6,284 shares 6,284 $1.6M 0.1% -3,811 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: 1,406 shares; 2024Q4: 1,480 shares; 2025Q1: 2,078 shares; 2025Q2: 2,148 shares; 2025Q3: 2,840 shares; 2025Q4: 2,940 shares; 2026Q1: 3,320 shares; 2026Q2: 2,150 shares 2,150 $1.55M 0.1% -1,170 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,449 shares; 2024Q4: 13,695 shares; 2025Q1: 19,572 shares; 2025Q2: 17,636 shares; 2025Q3: 18,521 shares; 2025Q4: 33,528 shares; 2026Q1: 34,938 shares; 2026Q2: 27,067 shares 27,067 $1.54M 0.1% -7,871 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: 2,442 shares; 2024Q4: 8,039 shares; 2025Q1: 8,949 shares; 2025Q2: 9,409 shares; 2025Q3: 9,256 shares; 2025Q4: 9,364 shares; 2026Q1: 9,170 shares; 2026Q2: 9,045 shares 9,045 $1.49M 0.1% -125 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: 13,644 shares; 2024Q4: 40,931 shares; 2025Q1: 53,685 shares; 2025Q2: 41,337 shares; 2025Q3: 45,687 shares; 2025Q4: 49,925 shares; 2026Q1: 59,112 shares; 2026Q2: 49,602 shares 49,602 $1.46M 0.09% -9,510 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,671 shares; 2025Q3: 1,662 shares; 2025Q4: 4,910 shares; 2026Q1: 7,473 shares; 2026Q2: 5,585 shares 5,585 $1.45M 0.09% -1,888 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: 1,303 shares; 2024Q4: 1,339 shares; 2025Q1: 2,986 shares; 2025Q2: 3,131 shares; 2025Q3: 3,741 shares; 2025Q4: 5,788 shares; 2026Q1: 6,334 shares; 2026Q2: 5,103 shares 5,103 $1.28M 0.08% -1,231 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,327 shares; 2026Q1: 11,727 shares; 2026Q2: 11,241 shares 11,241 $1.28M 0.08% -486 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: 28,910 shares; 2024Q4: 65,306 shares; 2025Q1: 69,830 shares; 2025Q2: 64,146 shares; 2025Q3: 58,594 shares; 2025Q4: 48,640 shares; 2026Q1: 45,400 shares; 2026Q2: 44,489 shares 44,489 $1.23M 0.08% -911 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: 195 shares; 2024Q4: not reported; 2025Q1: 923 shares; 2025Q2: not reported; 2025Q3: 1,109 shares; 2025Q4: 5,041 shares; 2026Q1: 4,882 shares; 2026Q2: 4,216 shares 4,216 $1.19M 0.08% -666 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,090 shares; 2025Q1: 4,702 shares; 2025Q2: 2,661 shares; 2025Q3: 4,397 shares; 2025Q4: 7,179 shares; 2026Q1: 11,477 shares; 2026Q2: 6,972 shares 6,972 $1.18M 0.08% -4,505 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: 726 shares; 2024Q4: not reported; 2025Q1: 3,668 shares; 2025Q2: 1,638 shares; 2025Q3: 2,631 shares; 2025Q4: 6,548 shares; 2026Q1: 7,514 shares; 2026Q2: 6,197 shares 6,197 $1.18M 0.08% -1,317 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: 5,662 shares; 2024Q4: 6,845 shares; 2025Q1: 11,474 shares; 2025Q2: 12,654 shares; 2025Q3: 16,698 shares; 2025Q4: 20,436 shares; 2026Q1: 19,720 shares; 2026Q2: 10,370 shares 10,370 $1.17M 0.08% -9,350 Timeline CGHM 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: 24,702 shares; 2025Q2: 24,987 shares; 2025Q3: 31,189 shares; 2025Q4: 33,042 shares; 2026Q1: 35,395 shares; 2026Q2: 44,344 shares 44,344 $1.15M 0.07% +8,949 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: 1,853 shares; 2024Q4: 1,859 shares; 2025Q1: 1,823 shares; 2025Q2: 1,828 shares; 2025Q3: 1,888 shares; 2025Q4: 2,031 shares; 2026Q1: 2,153 shares; 2026Q2: 2,192 shares 2,192 $1.14M 0.07% +39 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,336 shares; 2026Q2: 6,725 shares 6,725 $1.14M 0.07% +389 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,212 shares; 2024Q4: 25,306 shares; 2025Q1: 29,436 shares; 2025Q2: 40,115 shares; 2025Q3: 41,853 shares; 2025Q4: 30,125 shares; 2026Q1: 29,102 shares; 2026Q2: 28,634 shares 28,634 $1.11M 0.07% -468 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: 13,506 shares; 2024Q4: 12,175 shares; 2025Q1: 14,949 shares; 2025Q2: 12,164 shares; 2025Q3: 13,613 shares; 2025Q4: 11,799 shares; 2026Q1: 11,598 shares; 2026Q2: 11,476 shares 11,476 $1.11M 0.07% -122 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: 77 shares; 2024Q4: not reported; 2025Q1: 833 shares; 2025Q2: 900 shares; 2025Q3: 984 shares; 2025Q4: 1,390 shares; 2026Q1: 1,416 shares; 2026Q2: 1,063 shares 1,063 $1.08M 0.07% -353 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: 2,061 shares; 2024Q4: 2,540 shares; 2025Q1: 4,263 shares; 2025Q2: 4,360 shares; 2025Q3: 4,756 shares; 2025Q4: 5,446 shares; 2026Q1: 5,944 shares; 2026Q2: 2,797 shares 2,797 $1.05M 0.07% -3,147 Timeline FV 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: 14,804 shares; 2026Q1: 14,810 shares; 2026Q2: 13,447 shares 13,447 $1.02M 0.07% -1,363 Timeline IYC 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $1.01M 0.07% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,901 shares; 2024Q4: 4,405 shares; 2025Q1: 4,694 shares; 2025Q2: 4,487 shares; 2025Q3: 4,973 shares; 2025Q4: 5,023 shares; 2026Q1: 6,685 shares; 2026Q2: 3,750 shares 3,750 $1.01M 0.07% -2,935 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,412 shares; 2026Q1: 16,494 shares; 2026Q2: 16,637 shares 16,637 $1M 0.06% +143 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,616 shares; 2024Q4: 50,993 shares; 2025Q1: 46,287 shares; 2025Q2: 42,137 shares; 2025Q3: 38,897 shares; 2025Q4: 29,100 shares; 2026Q1: 22,184 shares; 2026Q2: 19,965 shares 19,965 $1M 0.06% -2,219 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: 192 shares; 2024Q4: 367 shares; 2025Q1: 821 shares; 2025Q2: 721 shares; 2025Q3: 805 shares; 2025Q4: 984 shares; 2026Q1: 1,063 shares; 2026Q2: 8,258 shares 8,258 $987K 0.06% +7,195 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 9,260 shares; 2026Q1: 10,379 shares; 2026Q2: 10,017 shares 10,017 $946K 0.06% -362 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: 1,723 shares; 2024Q4: not reported; 2025Q1: 5,187 shares; 2025Q2: 5,143 shares; 2025Q3: 5,322 shares; 2025Q4: 9,399 shares; 2026Q1: 8,615 shares; 2026Q2: 7,324 shares 7,324 $925K 0.06% -1,291 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: 589 shares; 2024Q4: 716 shares; 2025Q1: 932 shares; 2025Q2: 853 shares; 2025Q3: 912 shares; 2025Q4: 2,342 shares; 2026Q1: 2,491 shares; 2026Q2: 1,936 shares 1,936 $825K 0.05% -555 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: 80 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,143 shares; 2026Q1: 4,859 shares; 2026Q2: 10,469 shares 10,469 $807K 0.05% +5,610 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: 2,673 shares; 2024Q4: 2,305 shares; 2025Q1: 3,807 shares; 2025Q2: 3,660 shares; 2025Q3: 4,202 shares; 2025Q4: 6,704 shares; 2026Q1: 6,920 shares; 2026Q2: 5,500 shares 5,500 $806K 0.05% -1,420 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: 345 shares; 2024Q4: not reported; 2025Q1: 886 shares; 2025Q2: 971 shares; 2025Q3: 987 shares; 2025Q4: 1,361 shares; 2026Q1: 1,489 shares; 2026Q2: 665 shares 665 $781K 0.05% -824 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 435 shares; 2026Q1: 729 shares; 2026Q2: 453 shares 453 $769K 0.05% -276 Timeline JSML 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,161 shares; 2026Q1: 8,174 shares; 2026Q2: 8,179 shares 8,179 $761K 0.05% +5 Timeline PPA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,026 shares; 2026Q1: 2,026 shares; 2026Q2: 4,271 shares 4,271 $754K 0.05% +2,245 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: 155 shares; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: 1,102 shares; 2025Q3: 1,418 shares; 2025Q4: 3,953 shares; 2026Q1: 3,019 shares; 2026Q2: 1,815 shares 1,815 $754K 0.05% -1,204 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,334 shares; 2026Q1: 14,183 shares; 2026Q2: 14,365 shares 14,365 $752K 0.05% +182 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: 534 shares; 2024Q4: 394 shares; 2025Q1: 1,257 shares; 2025Q2: 1,351 shares; 2025Q3: 1,416 shares; 2025Q4: 21,342 shares; 2026Q1: 22,817 shares; 2026Q2: 10,433 shares 10,433 $745K 0.05% -12,384 Timeline SPUS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,898 shares 12,898 $742K 0.05% new 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: 145 shares; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,178 shares; 2025Q3: 1,193 shares; 2025Q4: 1,299 shares; 2026Q1: 1,923 shares; 2026Q2: 2,005 shares 2,005 $739K 0.05% +82 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: 3,147 shares; 2024Q4: 1,950 shares; 2025Q1: 4,208 shares; 2025Q2: 1,955 shares; 2025Q3: 2,614 shares; 2025Q4: 3,101 shares; 2026Q1: 3,808 shares; 2026Q2: 2,406 shares 2,406 $723K 0.05% -1,402 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: 922 shares; 2025Q2: 964 shares; 2025Q3: 1,130 shares; 2025Q4: 1,413 shares; 2026Q1: 4,172 shares; 2026Q2: 3,717 shares 3,717 $723K 0.05% -455 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: 1,337 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,600 shares; 2026Q2: 7,667 shares 7,667 $703K 0.05% +67 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS 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: 16,511 shares; 2026Q1: 16,627 shares; 2026Q2: 16,816 shares 16,816 $689K 0.04% +189 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,467 shares; 2026Q1: 2,766 shares; 2026Q2: 2,163 shares 2,163 $681K 0.04% -603 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: 694 shares; 2024Q4: 650 shares; 2025Q1: 1,375 shares; 2025Q2: 1,559 shares; 2025Q3: 1,659 shares; 2025Q4: 2,008 shares; 2026Q1: 1,999 shares; 2026Q2: 1,316 shares 1,316 $676K 0.04% -683 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: not reported; 2025Q1: 542 shares; 2025Q2: 601 shares; 2025Q3: 629 shares; 2025Q4: 650 shares; 2026Q1: 1,457 shares; 2026Q2: 1,355 shares 1,355 $673K 0.04% -102 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: 39,276 shares; 2024Q4: 39,697 shares; 2025Q1: 40,981 shares; 2025Q2: 40,993 shares; 2025Q3: 40,644 shares; 2025Q4: 29,194 shares; 2026Q1: 25,142 shares; 2026Q2: 23,838 shares 23,838 $658K 0.04% -1,304 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169 shares; 2024Q4: not reported; 2025Q1: 5,061 shares; 2025Q2: 5,647 shares; 2025Q3: 5,641 shares; 2025Q4: 6,682 shares; 2026Q1: 7,252 shares; 2026Q2: 3,575 shares 3,575 $647K 0.04% -3,677 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: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 1,831 shares; 2025Q4: 2,471 shares; 2026Q1: 1,967 shares; 2026Q2: 1,344 shares 1,344 $642K 0.04% -623 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,183 shares; 2024Q4: 14,183 shares; 2025Q1: 14,286 shares; 2025Q2: 14,228 shares; 2025Q3: 14,228 shares; 2025Q4: 14,228 shares; 2026Q1: 14,228 shares; 2026Q2: 15,112 shares 15,112 $632K 0.04% +884 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 20,320 shares; 2026Q1: 19,774 shares; 2026Q2: 19,774 shares 19,774 $630K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,963 shares; 2024Q4: 1,988 shares; 2025Q1: 4,774 shares; 2025Q2: 4,516 shares; 2025Q3: 5,169 shares; 2025Q4: 5,631 shares; 2026Q1: 6,601 shares; 2026Q2: 3,977 shares 3,977 $623K 0.04% -2,624 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: 1,795 shares; 2024Q4: not reported; 2025Q1: 7,083 shares; 2025Q2: 5,289 shares; 2025Q3: 7,779 shares; 2025Q4: 10,570 shares; 2026Q1: 11,441 shares; 2026Q2: 7,655 shares 7,655 $622K 0.04% -3,786 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,978 shares; 2024Q4: 8,188 shares; 2025Q1: 8,604 shares; 2025Q2: 7,305 shares; 2025Q3: 9,638 shares; 2025Q4: 14,443 shares; 2026Q1: 13,844 shares; 2026Q2: 10,188 shares 10,188 $615K 0.04% -3,656 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,836 shares; 2026Q1: 4,560 shares; 2026Q2: 4,622 shares 4,622 $613K 0.04% +62 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: 967 shares; 2024Q4: not reported; 2025Q1: 6,432 shares; 2025Q2: 7,122 shares; 2025Q3: 8,016 shares; 2025Q4: 9,377 shares; 2026Q1: 10,308 shares; 2026Q2: 5,067 shares 5,067 $595K 0.04% -5,241 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: 1,789 shares; 2024Q4: 1,866 shares; 2025Q1: 6,033 shares; 2025Q2: 4,042 shares; 2025Q3: 4,220 shares; 2025Q4: 12,309 shares; 2026Q1: 11,560 shares; 2026Q2: 6,086 shares 6,086 $586K 0.04% -5,474 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 643 shares; 2025Q4: 1,768 shares; 2026Q1: 1,877 shares; 2026Q2: 1,833 shares 1,833 $582K 0.04% -44 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,764 shares; 2024Q4: 4,346 shares; 2025Q1: 7,861 shares; 2025Q2: 8,515 shares; 2025Q3: 8,015 shares; 2025Q4: 11,065 shares; 2026Q1: 11,778 shares; 2026Q2: 7,006 shares 7,006 $579K 0.04% -4,772 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,823 shares; 2026Q1: 7,346 shares; 2026Q2: 6,182 shares 6,182 $569K 0.04% -1,164 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,516 shares; 2024Q4: 10,516 shares; 2025Q1: 10,516 shares; 2025Q2: 10,516 shares; 2025Q3: 10,516 shares; 2025Q4: 10,516 shares; 2026Q1: 10,516 shares; 2026Q2: 10,516 shares 10,516 $546K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573 shares; 2024Q4: not reported; 2025Q1: 2,786 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,269 shares; 2026Q1: 7,260 shares; 2026Q2: 5,221 shares 5,221 $543K 0.04% -2,039 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,470 shares; 2024Q4: 3,470 shares; 2025Q1: 3,620 shares; 2025Q2: 3,470 shares; 2025Q3: 5,470 shares; 2025Q4: 14,160 shares; 2026Q1: 11,438 shares; 2026Q2: 10,556 shares 10,556 $539K 0.03% -882 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,902 shares; 2026Q1: 7,444 shares; 2026Q2: 9,686 shares 9,686 $538K 0.03% +2,242 Timeline JMEE 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: 6,850 shares; 2026Q1: 6,879 shares; 2026Q2: 6,879 shares 6,879 $537K 0.03% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,673 shares; 2025Q2: 5,694 shares; 2025Q3: 6,758 shares; 2025Q4: 7,177 shares; 2026Q1: 7,463 shares; 2026Q2: 5,619 shares 5,619 $534K 0.03% -1,844 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,362 shares; 2026Q1: 11,870 shares; 2026Q2: 15,990 shares 15,990 $532K 0.03% +4,120 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727 shares; 2024Q4: not reported; 2025Q1: 1,718 shares; 2025Q2: 1,878 shares; 2025Q3: 2,362 shares; 2025Q4: 4,890 shares; 2026Q1: 4,840 shares; 2026Q2: 4,168 shares 4,168 $528K 0.03% -672 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: 10 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,326 shares 3,326 $522K 0.03% new 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: 289 shares; 2024Q4: 1,165 shares; 2025Q1: 2,209 shares; 2025Q2: 1,037 shares; 2025Q3: 2,008 shares; 2025Q4: 3,338 shares; 2026Q1: 1,436 shares; 2026Q2: 1,518 shares 1,518 $518K 0.03% +82 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101 shares; 2024Q4: not reported; 2025Q1: 3,028 shares; 2025Q2: 2,600 shares; 2025Q3: 2,541 shares; 2025Q4: 2,902 shares; 2026Q1: 4,264 shares; 2026Q2: 2,023 shares 2,023 $515K 0.03% -2,241 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: not reported; 2025Q1: 3,288 shares; 2025Q2: 1,826 shares; 2025Q3: 2,371 shares; 2025Q4: 4,199 shares; 2026Q1: 2,213 shares; 2026Q2: 2,775 shares 2,775 $513K 0.03% +562 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: not reported; 2025Q3: not reported; 2025Q4: 2,637 shares; 2026Q1: 2,709 shares; 2026Q2: 2,713 shares 2,713 $502K 0.03% +4 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,919 shares; 2025Q3: 4,020 shares; 2025Q4: 4,171 shares; 2026Q1: 8,568 shares; 2026Q2: 5,167 shares 5,167 $497K 0.03% -3,401 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 784 shares; 2024Q4: 855 shares; 2025Q1: 2,209 shares; 2025Q2: 2,240 shares; 2025Q3: 2,496 shares; 2025Q4: 2,765 shares; 2026Q1: 2,713 shares; 2026Q2: 1,835 shares 1,835 $496K 0.03% -878 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,947 shares; 2024Q4: 10,947 shares; 2025Q1: 10,947 shares; 2025Q2: 10,947 shares; 2025Q3: 10,967 shares; 2025Q4: 10,894 shares; 2026Q1: 10,894 shares; 2026Q2: 10,894 shares 10,894 $496K 0.03% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 825 shares; 2024Q4: not reported; 2025Q1: 11,776 shares; 2025Q2: 7,235 shares; 2025Q3: 8,104 shares; 2025Q4: 13,529 shares; 2026Q1: 14,219 shares; 2026Q2: 6,378 shares 6,378 $492K 0.03% -7,841 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: 93 shares; 2024Q4: not reported; 2025Q1: 439 shares; 2025Q2: 551 shares; 2025Q3: 554 shares; 2025Q4: 3,951 shares; 2026Q1: 8,277 shares; 2026Q2: 4,937 shares 4,937 $490K 0.03% -3,340 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,027 shares; 2025Q2: 4,043 shares; 2025Q3: 4,064 shares; 2025Q4: 6,594 shares; 2026Q1: 6,493 shares; 2026Q2: 6,515 shares 6,515 $488K 0.03% +22 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 362 shares; 2026Q1: 414 shares; 2026Q2: 244 shares 244 $486K 0.03% -170 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 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,564 shares; 2026Q1: 2,084 shares; 2026Q2: 3,016 shares 3,016 $477K 0.03% +932 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: 285 shares; 2024Q4: not reported; 2025Q1: 1,066 shares; 2025Q2: 1,183 shares; 2025Q3: 2,000 shares; 2025Q4: 2,971 shares; 2026Q1: 2,757 shares; 2026Q2: 1,385 shares 1,385 $472K 0.03% -1,372 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,363 shares; 2024Q4: 3,375 shares; 2025Q1: 6,607 shares; 2025Q2: 6,193 shares; 2025Q3: 7,970 shares; 2025Q4: 9,401 shares; 2026Q1: 9,464 shares; 2026Q2: 4,030 shares 4,030 $470K 0.03% -5,434 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: 841 shares; 2024Q4: not reported; 2025Q1: 2,356 shares; 2025Q2: not reported; 2025Q3: 3,306 shares; 2025Q4: 4,183 shares; 2026Q1: 4,859 shares; 2026Q2: 2,825 shares 2,825 $468K 0.03% -2,034 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 37,254 shares; 2026Q1: 37,034 shares; 2026Q2: 35,495 shares 35,495 $462K 0.03% -1,539 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,290 shares; 2026Q1: 1,250 shares; 2026Q2: 1,263 shares 1,263 $462K 0.03% +13 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD 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: 1,121 shares; 2025Q4: 5,449 shares; 2026Q1: 5,667 shares; 2026Q2: 4,808 shares 4,808 $461K 0.03% -859 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 reported; 2024Q4: not reported; 2025Q1: 4,500 shares; 2025Q2: 4,113 shares; 2025Q3: 4,113 shares; 2025Q4: 5,766 shares; 2026Q1: 4,500 shares; 2026Q2: 6,066 shares 6,066 $458K 0.03% +1,566 Timeline IYG 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: 5,132 shares; 2026Q1: 4,810 shares; 2026Q2: 5,018 shares 5,018 $454K 0.03% +208 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,741 shares 2,741 $448K 0.03% new Timeline PWV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,825 shares; 2026Q1: 5,825 shares; 2026Q2: 5,825 shares 5,825 $441K 0.03% 0 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: 1,554 shares; 2024Q4: 9,851 shares; 2025Q1: 10,130 shares; 2025Q2: 15,657 shares; 2025Q3: 23,911 shares; 2025Q4: 26,132 shares; 2026Q1: 19,536 shares; 2026Q2: 3,160 shares 3,160 $441K 0.03% -16,376 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,690 shares; 2025Q3: 6,652 shares; 2025Q4: 8,713 shares; 2026Q1: 8,759 shares; 2026Q2: 4,555 shares 4,555 $425K 0.03% -4,204 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: 738 shares; 2024Q4: not reported; 2025Q1: 2,827 shares; 2025Q2: 8,440 shares; 2025Q3: 8,652 shares; 2025Q4: 11,186 shares; 2026Q1: 11,856 shares; 2026Q2: 3,294 shares 3,294 $423K 0.03% -8,562 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,270 shares; 2024Q4: 2,294 shares; 2025Q1: 2,294 shares; 2025Q2: 2,305 shares; 2025Q3: 2,330 shares; 2025Q4: not reported; 2026Q1: 3,710 shares; 2026Q2: 7,419 shares 7,419 $417K 0.03% +3,709 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,069 shares 4,069 $416K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: not reported; 2025Q1: 2,082 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,005 shares; 2026Q1: 5,790 shares; 2026Q2: 3,964 shares 3,964 $405K 0.03% -1,826 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,374 shares; 2025Q4: 6,866 shares; 2026Q1: 7,367 shares; 2026Q2: 4,371 shares 4,371 $403K 0.03% -2,996 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691 shares; 2024Q4: not reported; 2025Q1: 5,084 shares; 2025Q2: 5,933 shares; 2025Q3: 7,359 shares; 2025Q4: 10,766 shares; 2026Q1: 11,248 shares; 2026Q2: 9,495 shares 9,495 $402K 0.03% -1,753 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: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,032 shares; 2026Q1: 1,343 shares; 2026Q2: 1,344 shares 1,344 $402K 0.03% +1 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 5,490 shares; 2026Q1: 6,539 shares; 2026Q2: 5,092 shares 5,092 $396K 0.03% -1,447 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: 761 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,571 shares; 2026Q1: 8,659 shares; 2026Q2: 7,449 shares 7,449 $396K 0.03% -1,210 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 50,080 shares; 2025Q1: 50,047 shares; 2025Q2: 45,295 shares; 2025Q3: 43,129 shares; 2025Q4: 42,704 shares; 2026Q1: 41,992 shares; 2026Q2: 41,458 shares 41,458 $393K 0.03% -534 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,638 shares; 2024Q4: 10,552 shares; 2025Q1: 10,943 shares; 2025Q2: 10,788 shares; 2025Q3: 11,135 shares; 2025Q4: 10,921 shares; 2026Q1: 10,879 shares; 2026Q2: 11,544 shares 11,544 $391K 0.03% +665 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306 shares; 2024Q4: not reported; 2025Q1: 5,435 shares; 2025Q2: 5,055 shares; 2025Q3: 5,370 shares; 2025Q4: 6,005 shares; 2026Q1: 6,643 shares; 2026Q2: 5,331 shares 5,331 $385K 0.02% -1,312 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,174 shares; 2024Q4: 20,507 shares; 2025Q1: 13,139 shares; 2025Q2: 11,057 shares; 2025Q3: 17,097 shares; 2025Q4: 23,505 shares; 2026Q1: 20,188 shares; 2026Q2: 15,837 shares 15,837 $381K 0.02% -4,351 Timeline OEF 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: 1,042 shares 1,042 $381K 0.02% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 722 shares; 2025Q3: 776 shares; 2025Q4: 781 shares; 2026Q1: 1,619 shares; 2026Q2: 821 shares 821 $370K 0.02% -798 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 737 shares; 2025Q4: 2,059 shares; 2026Q1: 2,177 shares; 2026Q2: 1,327 shares 1,327 $370K 0.02% -850 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares; 2026Q1: 3,858 shares; 2026Q2: 4,160 shares 4,160 $368K 0.02% +302 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 2,323 shares; 2025Q1: 2,388 shares; 2025Q2: 2,535 shares; 2025Q3: 2,543 shares; 2025Q4: 2,812 shares; 2026Q1: 2,865 shares; 2026Q2: 2,313 shares 2,313 $367K 0.02% -552 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 2,141 shares 2,141 $366K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,278 shares; 2024Q4: not reported; 2025Q1: 5,705 shares; 2025Q2: 3,307 shares; 2025Q3: 6,035 shares; 2025Q4: 6,630 shares; 2026Q1: 7,216 shares; 2026Q2: 2,614 shares 2,614 $366K 0.02% -4,602 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,562 shares; 2025Q3: 2,296 shares; 2025Q4: 2,651 shares; 2026Q1: 2,840 shares; 2026Q2: 1,743 shares 1,743 $364K 0.02% -1,097 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,214 shares; 2025Q3: 14,493 shares; 2025Q4: 14,382 shares; 2026Q1: 14,249 shares; 2026Q2: 12,106 shares 12,106 $363K 0.02% -2,143 Timeline BBCA 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: 3,646 shares 3,646 $362K 0.02% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: not reported; 2025Q1: 3,650 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,216 shares 1,216 $362K 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: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 1,180 shares; 2026Q1: 1,990 shares; 2026Q2: 1,659 shares 1,659 $359K 0.02% -331 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 1,777 shares; 2025Q2: 1,794 shares; 2025Q3: 2,423 shares; 2025Q4: 2,343 shares; 2026Q1: 2,340 shares; 2026Q2: 1,705 shares 1,705 $353K 0.02% -635 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,242 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,028 shares; 2026Q1: 3,932 shares; 2026Q2: 4,633 shares 4,633 $352K 0.02% +701 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: not reported; 2025Q1: 1,431 shares; 2025Q2: 672 shares; 2025Q3: 1,038 shares; 2025Q4: 1,411 shares; 2026Q1: 1,476 shares; 2026Q2: 1,004 shares 1,004 $340K 0.02% -472 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,557 shares; 2024Q4: 1,688 shares; 2025Q1: 2,054 shares; 2025Q2: 1,542 shares; 2025Q3: 1,986 shares; 2025Q4: 1,983 shares; 2026Q1: 1,983 shares; 2026Q2: 1,890 shares 1,890 $339K 0.02% -93 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349 shares; 2024Q4: not reported; 2025Q1: 4,620 shares; 2025Q2: 3,230 shares; 2025Q3: 5,072 shares; 2025Q4: 5,405 shares; 2026Q1: 5,399 shares; 2026Q2: 1,914 shares 1,914 $337K 0.02% -3,485 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 364 shares; 2025Q1: 500 shares; 2025Q2: 542 shares; 2025Q3: 544 shares; 2025Q4: 1,034 shares; 2026Q1: 851 shares; 2026Q2: 443 shares 443 $335K 0.02% -408 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: 6 shares; 2024Q4: 510 shares; 2025Q1: 598 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 588 shares; 2026Q1: 378 shares; 2026Q2: 526 shares 526 $333K 0.02% +148 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC 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: 929 shares 929 $329K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509 shares; 2024Q4: not reported; 2025Q1: 1,318 shares; 2025Q2: 973 shares; 2025Q3: 1,206 shares; 2025Q4: 1,787 shares; 2026Q1: 2,034 shares; 2026Q2: 991 shares 991 $327K 0.02% -1,043 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: 3,536 shares; 2024Q4: 3,536 shares; 2025Q1: 3,536 shares; 2025Q2: 3,536 shares; 2025Q3: 3,536 shares; 2025Q4: 3,536 shares; 2026Q1: 3,536 shares; 2026Q2: 3,536 shares 3,536 $323K 0.02% 0 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III 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: 4,963 shares; 2026Q1: 4,963 shares; 2026Q2: 4,363 shares 4,363 $322K 0.02% -600 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 6,664 shares; 2026Q1: 6,251 shares; 2026Q2: 5,776 shares 5,776 $321K 0.02% -475 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,552 shares; 2026Q1: 1,607 shares; 2026Q2: 1,347 shares 1,347 $321K 0.02% -260 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,059 shares; 2026Q1: 2,119 shares; 2026Q2: 1,304 shares 1,304 $320K 0.02% -815 Timeline VIS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 845 shares; 2026Q1: 858 shares; 2026Q2: 860 shares 860 $310K 0.02% +2 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,841 shares; 2025Q3: 3,367 shares; 2025Q4: 4,316 shares; 2026Q1: 3,951 shares; 2026Q2: 1,255 shares 1,255 $309K 0.02% -2,696 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 1,782 shares; 2025Q1: 2,518 shares; 2025Q2: 2,177 shares; 2025Q3: 2,286 shares; 2025Q4: 4,058 shares; 2026Q1: 4,011 shares; 2026Q2: 1,878 shares 1,878 $304K 0.02% -2,133 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 9,488 shares; 2025Q4: 9,539 shares; 2026Q1: 9,592 shares; 2026Q2: 8,161 shares 8,161 $300K 0.02% -1,431 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: 573 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 698 shares; 2026Q1: 573 shares; 2026Q2: 698 shares 698 $298K 0.02% +125 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: 3,357 shares; 2024Q4: 3,343 shares; 2025Q1: 3,343 shares; 2025Q2: 3,224 shares; 2025Q3: 3,567 shares; 2025Q4: 6,166 shares; 2026Q1: 2,498 shares; 2026Q2: 2,781 shares 2,781 $289K 0.02% +283 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 1,281 shares 1,281 $287K 0.02% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 1,290 shares 1,290 $285K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 287 shares; 2026Q1: 294 shares; 2026Q2: 944 shares 944 $285K 0.02% +650 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 49 shares; 2025Q1: 114 shares; 2025Q2: 120 shares; 2025Q3: 128 shares; 2025Q4: 179 shares; 2026Q1: 197 shares; 2026Q2: 1,590 shares 1,590 $283K 0.02% +1,393 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,638 shares; 2026Q1: 5,241 shares; 2026Q2: 2,162 shares 2,162 $282K 0.02% -3,079 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 1,182 shares; 2025Q1: 1,149 shares; 2025Q2: not reported; 2025Q3: 1,275 shares; 2025Q4: 1,333 shares; 2026Q1: 1,230 shares; 2026Q2: 1,270 shares 1,270 $277K 0.02% +40 Timeline IWS 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: 1,605 shares; 2026Q1: 1,500 shares; 2026Q2: 1,672 shares 1,672 $275K 0.02% +172 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: 581 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,868 shares; 2026Q1: 1,822 shares; 2026Q2: 988 shares 988 $272K 0.02% -834 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,217 shares; 2025Q2: 26,528 shares; 2025Q3: 27,887 shares; 2025Q4: 28,462 shares; 2026Q1: 30,589 shares; 2026Q2: 19,535 shares 19,535 $270K 0.02% -11,054 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: not reported; 2025Q1: 3,557 shares; 2025Q2: 3,985 shares; 2025Q3: 4,197 shares; 2025Q4: 4,175 shares; 2026Q1: 4,934 shares; 2026Q2: 1,841 shares 1,841 $269K 0.02% -3,093 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 576 shares; 2024Q4: not reported; 2025Q1: 4,574 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,589 shares; 2026Q1: 20,126 shares; 2026Q2: 7,909 shares 7,909 $269K 0.02% -12,217 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,245 shares; 2024Q4: not reported; 2025Q1: 1,735 shares; 2025Q2: 1,571 shares; 2025Q3: 1,849 shares; 2025Q4: 2,981 shares; 2026Q1: 1,885 shares; 2026Q2: 1,451 shares 1,451 $269K 0.02% -434 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,016 shares; 2024Q4: not reported; 2025Q1: 3,614 shares; 2025Q2: 2,990 shares; 2025Q3: 3,263 shares; 2025Q4: 4,679 shares; 2026Q1: 5,131 shares; 2026Q2: 3,057 shares 3,057 $268K 0.02% -2,074 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 966 shares; 2026Q1: 952 shares; 2026Q2: 118 shares 118 $268K 0.02% -834 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,610 shares; 2026Q2: 4,619 shares 4,619 $267K 0.02% +1,009 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,710 shares; 2026Q1: not reported; 2026Q2: 8,710 shares 8,710 $266K 0.02% 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: 377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,256 shares; 2026Q1: 882 shares; 2026Q2: 971 shares 971 $264K 0.02% +89 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 reported; 2024Q4: not reported; 2025Q1: 11,849 shares; 2025Q2: 14,847 shares; 2025Q3: 15,116 shares; 2025Q4: 15,738 shares; 2026Q1: 16,630 shares; 2026Q2: 10,477 shares 10,477 $263K 0.02% -6,153 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 6,250 shares; 2026Q1: 6,320 shares; 2026Q2: 4,807 shares 4,807 $261K 0.02% -1,513 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,961 shares; 2024Q4: 6,186 shares; 2025Q1: 6,998 shares; 2025Q2: 4,613 shares; 2025Q3: 6,231 shares; 2025Q4: 21,196 shares; 2026Q1: 22,776 shares; 2026Q2: 4,515 shares 4,515 $260K 0.02% -18,261 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,783 shares; 2026Q1: not reported; 2026Q2: 1,453 shares 1,453 $260K 0.02% new Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS 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: 6,522 shares 6,522 $257K 0.02% new Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,380 shares; 2024Q4: 10,660 shares; 2025Q1: 10,660 shares; 2025Q2: 10,660 shares; 2025Q3: 10,734 shares; 2025Q4: 8,880 shares; 2026Q1: 8,880 shares; 2026Q2: 8,880 shares 8,880 $257K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: not reported; 2026Q1: 1,035 shares; 2026Q2: 485 shares 485 $252K 0.02% -550 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224 shares; 2024Q4: not reported; 2025Q1: 1,214 shares; 2025Q2: 933 shares; 2025Q3: 821 shares; 2025Q4: 2,460 shares; 2026Q1: 2,639 shares; 2026Q2: 1,136 shares 1,136 $251K 0.02% -1,503 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271 shares; 2024Q4: not reported; 2025Q1: 5,319 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,250 shares; 2026Q1: 8,191 shares; 2026Q2: 5,362 shares 5,362 $249K 0.02% -2,829 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,273 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,992 shares; 2025Q3: 2,216 shares; 2025Q4: 2,197 shares; 2026Q1: 2,098 shares; 2026Q2: 570 shares 570 $246K 0.02% -1,528 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: not reported; 2025Q1: 1,954 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,796 shares 1,796 $245K 0.02% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 1,684 shares; 2026Q2: 1,288 shares 1,288 $244K 0.02% -396 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,233 shares; 2026Q1: 5,233 shares; 2026Q2: 5,233 shares 5,233 $244K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247 shares; 2024Q4: not reported; 2025Q1: 1,728 shares; 2025Q2: not reported; 2025Q3: 3,006 shares; 2025Q4: 3,743 shares; 2026Q1: 4,329 shares; 2026Q2: 1,608 shares 1,608 $244K 0.02% -2,721 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: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,174 shares; 2026Q1: 2,937 shares; 2026Q2: 2,932 shares 2,932 $242K 0.02% -5 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169 shares; 2024Q4: not reported; 2025Q1: 1,074 shares; 2025Q2: 896 shares; 2025Q3: 911 shares; 2025Q4: 919 shares; 2026Q1: 949 shares; 2026Q2: 493 shares 493 $242K 0.02% -456 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG 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: 1,645 shares; 2025Q4: 1,973 shares; 2026Q1: 2,284 shares; 2026Q2: 1,536 shares 1,536 $241K 0.02% -748 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,227 shares 2,227 $240K 0.02% new 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: 2,286 shares; 2024Q4: not reported; 2025Q1: 7,895 shares; 2025Q2: not reported; 2025Q3: 7,460 shares; 2025Q4: 7,443 shares; 2026Q1: 6,902 shares; 2026Q2: 6,870 shares 6,870 $239K 0.02% -32 Timeline VOT 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: not reported; 2025Q4: 786 shares; 2026Q1: not reported; 2026Q2: 775 shares 775 $237K 0.02% new 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: 127 shares; 2024Q4: not reported; 2025Q1: 775 shares; 2025Q2: not reported; 2025Q3: 860 shares; 2025Q4: 1,401 shares; 2026Q1: 1,833 shares; 2026Q2: 1,056 shares 1,056 $237K 0.02% -777 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: 280 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,843 shares; 2026Q1: not reported; 2026Q2: 7,407 shares 7,407 $235K 0.02% new 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: 5,983 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,278 shares; 2025Q4: 6,210 shares; 2026Q1: 5,915 shares; 2026Q2: 5,915 shares 5,915 $234K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,774 shares; 2026Q1: 2,998 shares; 2026Q2: 2,420 shares 2,420 $232K 0.01% -578 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: 151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,058 shares; 2026Q1: 5,958 shares; 2026Q2: 3,120 shares 3,120 $229K 0.01% -2,838 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 755 shares 755 $229K 0.01% new Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,472 shares; 2025Q3: 4,786 shares; 2025Q4: 4,788 shares; 2026Q1: 4,665 shares; 2026Q2: 3,317 shares 3,317 $228K 0.01% -1,348 Timeline COPX 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,925 shares 2,925 $225K 0.01% 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: 51 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,146 shares; 2026Q1: 1,302 shares; 2026Q2: 992 shares 992 $225K 0.01% -310 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,269 shares; 2026Q1: 22,292 shares; 2026Q2: 16,791 shares 16,791 $224K 0.01% -5,501 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208 shares; 2024Q4: not reported; 2025Q1: 532 shares; 2025Q2: not reported; 2025Q3: 436 shares; 2025Q4: 589 shares; 2026Q1: 562 shares; 2026Q2: 443 shares 443 $222K 0.01% -119 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,548 shares; 2026Q1: 4,417 shares; 2026Q2: 3,237 shares 3,237 $221K 0.01% -1,180 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 983 shares; 2026Q1: 1,001 shares; 2026Q2: 900 shares 900 $218K 0.01% -101 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: 76 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 743 shares; 2026Q1: 833 shares; 2026Q2: 598 shares 598 $217K 0.01% -235 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: 3,250 shares; 2024Q4: not reported; 2025Q1: 3,423 shares; 2025Q2: 3,825 shares; 2025Q3: 6,170 shares; 2025Q4: 8,004 shares; 2026Q1: 9,002 shares; 2026Q2: 2,990 shares 2,990 $215K 0.01% -6,012 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: not reported; 2025Q1: 2,196 shares; 2025Q2: 3,964 shares; 2025Q3: 6,962 shares; 2025Q4: 9,037 shares; 2026Q1: 7,734 shares; 2026Q2: 1,583 shares 1,583 $214K 0.01% -6,151 Timeline MISL 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: 4,661 shares 4,661 $213K 0.01% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,888 shares; 2025Q4: 3,627 shares; 2026Q1: 3,572 shares; 2026Q2: 2,636 shares 2,636 $213K 0.01% -936 Timeline HYLS 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: 10,402 shares; 2025Q2: 6,303 shares; 2025Q3: 6,936 shares; 2025Q4: 6,462 shares; 2026Q1: 5,143 shares; 2026Q2: 5,229 shares 5,229 $213K 0.01% +86 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,391 shares; 2026Q2: 1,218 shares 1,218 $212K 0.01% -173 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: 11,788 shares; 2024Q4: 13,649 shares; 2025Q1: 21,554 shares; 2025Q2: 22,756 shares; 2025Q3: 24,415 shares; 2025Q4: 25,509 shares; 2026Q1: 28,256 shares; 2026Q2: 10,229 shares 10,229 $212K 0.01% -18,027 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: 2,167 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,520 shares 2,520 $211K 0.01% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,154 shares; 2025Q2: 13,491 shares; 2025Q3: 14,556 shares; 2025Q4: 14,219 shares; 2026Q1: 14,660 shares; 2026Q2: 8,907 shares 8,907 $210K 0.01% -5,753 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 reported; 2024Q4: not reported; 2025Q1: 3,009 shares; 2025Q2: not reported; 2025Q3: 3,134 shares; 2025Q4: 3,266 shares; 2026Q1: 3,615 shares; 2026Q2: 2,708 shares 2,708 $210K 0.01% -907 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 913 shares 913 $207K 0.01% -87 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,262 shares; 2025Q4: 3,200 shares; 2026Q1: not reported; 2026Q2: 3,200 shares 3,200 $206K 0.01% new 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: 10,401 shares; 2024Q4: 11,433 shares; 2025Q1: 12,446 shares; 2025Q2: 14,371 shares; 2025Q3: 14,308 shares; 2025Q4: 6,871 shares; 2026Q1: not reported; 2026Q2: 5,012 shares 5,012 $202K 0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: not reported; 2025Q1: 442 shares; 2025Q2: 542 shares; 2025Q3: 576 shares; 2025Q4: 796 shares; 2026Q1: 823 shares; 2026Q2: 506 shares 506 $201K 0.01% -317 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,263 shares; 2026Q1: 1,452 shares; 2026Q2: 597 shares 597 $201K 0.01% -855 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: 11,422 shares; 2024Q4: 12,372 shares; 2025Q1: 14,905 shares; 2025Q2: 10,330 shares; 2025Q3: 10,848 shares; 2025Q4: 22,244 shares; 2026Q1: 11,392 shares; 2026Q2: 10,967 shares 10,967 $194K 0.01% -425 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,259 shares; 2024Q4: 10,000 shares; 2025Q1: 11,129 shares; 2025Q2: 11,213 shares; 2025Q3: 11,412 shares; 2025Q4: 11,672 shares; 2026Q1: 11,479 shares; 2026Q2: 11,069 shares 11,069 $183K 0.01% -410 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,345 shares; 2026Q1: 52,511 shares; 2026Q2: 39,416 shares 39,416 $175K 0.01% -13,095 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,974 shares; 2026Q1: 13,234 shares; 2026Q2: 12,416 shares 12,416 $172K 0.01% -818 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: 13,038 shares; 2025Q2: 18,038 shares; 2025Q3: 33,138 shares; 2025Q4: 39,138 shares; 2026Q1: 44,061 shares; 2026Q2: 45,000 shares 45,000 $122K 0.01% +939 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,762 shares; 2024Q4: 17,933 shares; 2025Q1: 17,933 shares; 2025Q2: 17,990 shares; 2025Q3: 18,167 shares; 2025Q4: 18,365 shares; 2026Q1: 18,509 shares; 2026Q2: 18,081 shares 18,081 $104K 0.01% -428 Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,989 shares; 2026Q2: 13,650 shares 13,650 $95.5K 0.01% -3,339 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE 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: 12,148 shares; 2026Q2: 12,000 shares 12,000 $90.5K 0.01% -148 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,631 shares; 2025Q3: 16,917 shares; 2025Q4: 15,123 shares; 2026Q1: 13,983 shares; 2026Q2: 12,325 shares 12,325 $81.8K 0.01% -1,658 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares; 2026Q2: 45,000 shares 45,000 $61.2K <0.01% +20,000 Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,976 shares; 2024Q4: 25,976 shares; 2025Q1: 25,976 shares; 2025Q2: 25,976 shares; 2025Q3: 25,975 shares; 2025Q4: 25,975 shares; 2026Q1: 26,051 shares; 2026Q2: 25,975 shares 25,975 $60.5K <0.01% -76 Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,366 shares 18,366 $36.5K <0.01% new Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,010 shares 11,010 $32.1K <0.01% new Timeline MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS IN 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: 14,756 shares; 2026Q2: 14,756 shares 14,756 $19.8K <0.01% 0 Timeline GRML GREENLAND MINES LTD More: the full row for GREENLAND MINES LTD 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: 10,500 shares 10,500 $2.73K <0.01% new Timeline