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: 1,171,753 shares; 2024Q4: 1,235,515 shares; 2025Q1: 1,258,491 shares; 2025Q2: 1,248,261 shares; 2025Q3: 1,337,085 shares; 2025Q4: 1,396,767 shares; 2026Q1: 1,398,364 shares; 2026Q2: 1,480,541 shares 1,480,541 $105M 15.61% +82,177 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: 127,318 shares; 2024Q4: 131,938 shares; 2025Q1: 131,439 shares; 2025Q2: 131,647 shares; 2025Q3: 135,950 shares; 2025Q4: 135,626 shares; 2026Q1: 137,866 shares; 2026Q2: 149,633 shares 149,633 $103M 15.2% +11,767 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: 53,444 shares; 2024Q4: 54,137 shares; 2025Q1: 54,053 shares; 2025Q2: 55,354 shares; 2025Q3: 53,376 shares; 2025Q4: 52,210 shares; 2026Q1: 54,576 shares; 2026Q2: 446,871 shares 446,871 $53.4M 7.9% +392,295 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540,001 shares; 2024Q4: 564,006 shares; 2025Q1: 555,480 shares; 2025Q2: 560,988 shares; 2025Q3: 592,476 shares; 2025Q4: 636,669 shares; 2026Q1: 684,213 shares; 2026Q2: 687,210 shares 687,210 $50.4M 7.46% +2,997 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925,673 shares; 2024Q4: 1,950,014 shares; 2025Q1: 2,014,213 shares; 2025Q2: 2,073,367 shares; 2025Q3: 2,198,522 shares; 2025Q4: 2,375,621 shares; 2026Q1: 2,529,398 shares; 2026Q2: 1,795,268 shares 1,795,268 $47M 6.95% -734,130 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,547 shares; 2025Q3: 345,444 shares; 2025Q4: 394,017 shares; 2026Q1: 419,573 shares; 2026Q2: 441,006 shares 441,006 $35.4M 5.24% +21,433 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,871 shares; 2025Q4: 439,815 shares; 2026Q1: 407,444 shares; 2026Q2: 432,906 shares 432,906 $21.9M 3.24% +25,462 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: 54,488 shares; 2024Q4: 53,878 shares; 2025Q1: 55,012 shares; 2025Q2: 53,650 shares; 2025Q3: 52,895 shares; 2025Q4: 52,568 shares; 2026Q1: 56,861 shares; 2026Q2: 58,985 shares 58,985 $21.8M 3.23% +2,124 Timeline FRDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 278,890 shares 278,890 $20.3M 3.01% new Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,952 shares; 2024Q4: 423,840 shares; 2025Q1: 539,959 shares; 2025Q2: 622,339 shares; 2025Q3: 624,740 shares; 2025Q4: 657,995 shares; 2026Q1: 788,741 shares; 2026Q2: 765,724 shares 765,724 $17.6M 2.6% -23,017 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: 176,674 shares; 2024Q4: 432,346 shares; 2025Q1: 483,502 shares; 2025Q2: 480,818 shares; 2025Q3: 472,023 shares; 2025Q4: 451,785 shares; 2026Q1: 510,702 shares; 2026Q2: 508,004 shares 508,004 $14.1M 2.08% -2,698 Timeline SCHM 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: 340,940 shares; 2024Q4: 1,060,763 shares; 2025Q1: 1,083,986 shares; 2025Q2: 1,026,491 shares; 2025Q3: 357,923 shares; 2025Q4: 346,673 shares; 2026Q1: 345,745 shares; 2026Q2: 344,437 shares 344,437 $12.7M 1.88% -1,308 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,924 shares; 2024Q4: 107,607 shares; 2025Q1: 123,240 shares; 2025Q2: 125,607 shares; 2025Q3: 132,735 shares; 2025Q4: 134,425 shares; 2026Q1: 131,927 shares; 2026Q2: 133,266 shares 133,266 $11.4M 1.69% +1,339 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525,795 shares; 2024Q4: 550,324 shares; 2025Q1: 568,521 shares; 2025Q2: 570,881 shares; 2025Q3: 593,400 shares; 2025Q4: 608,214 shares; 2026Q1: 619,075 shares; 2026Q2: 194,788 shares 194,788 $9.58M 1.42% -424,287 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: 56,358 shares; 2024Q4: 55,915 shares; 2025Q1: 58,513 shares; 2025Q2: 60,965 shares; 2025Q3: 59,851 shares; 2025Q4: 59,314 shares; 2026Q1: 59,942 shares; 2026Q2: 58,719 shares 58,719 $8.71M 1.29% -1,223 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,942 shares; 2024Q4: 155,795 shares; 2025Q1: 203,395 shares; 2025Q2: 254,900 shares; 2025Q3: 252,601 shares; 2025Q4: 251,902 shares; 2026Q1: 243,731 shares; 2026Q2: 239,633 shares 239,633 $8.66M 1.28% -4,098 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,412 shares; 2024Q4: 27,544 shares; 2025Q1: 28,060 shares; 2025Q2: 28,180 shares; 2025Q3: 27,757 shares; 2025Q4: 27,067 shares; 2026Q1: 26,547 shares; 2026Q2: 107,137 shares 107,137 $8.63M 1.28% +80,590 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: 15,136 shares; 2024Q4: 14,647 shares; 2025Q1: 15,088 shares; 2025Q2: 16,353 shares; 2025Q3: 19,794 shares; 2025Q4: 20,849 shares; 2026Q1: 22,221 shares; 2026Q2: 22,873 shares 22,873 $6.62M 0.98% +652 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: 14,271 shares; 2024Q4: 14,093 shares; 2025Q1: 17,284 shares; 2025Q2: 19,242 shares; 2025Q3: 18,324 shares; 2025Q4: 16,967 shares; 2026Q1: 21,667 shares; 2026Q2: 21,828 shares 21,828 $5.51M 0.81% +161 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,962 shares; 2024Q4: 55,239 shares; 2025Q1: 57,094 shares; 2025Q2: 57,593 shares; 2025Q3: 57,188 shares; 2025Q4: 57,195 shares; 2026Q1: 56,513 shares; 2026Q2: 56,877 shares 56,877 $4.77M 0.7% +364 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: 2,027 shares; 2024Q4: 2,271 shares; 2025Q1: 4,310 shares; 2025Q2: 4,420 shares; 2025Q3: 4,606 shares; 2025Q4: 4,839 shares; 2026Q1: 5,756 shares; 2026Q2: 6,147 shares 6,147 $4.59M 0.68% +391 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,984 shares; 2024Q4: 51,262 shares; 2025Q1: 53,421 shares; 2025Q2: 50,231 shares; 2025Q3: 50,302 shares; 2025Q4: 60,216 shares; 2026Q1: 54,581 shares; 2026Q2: 43,304 shares 43,304 $4.18M 0.62% -11,277 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: 2,453 shares; 2024Q4: 2,247 shares; 2025Q1: 2,144 shares; 2025Q2: 4,581 shares; 2025Q3: 5,500 shares; 2025Q4: 5,423 shares; 2026Q1: 5,315 shares; 2026Q2: 5,486 shares 5,486 $4.11M 0.61% +171 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: 9,620 shares; 2024Q4: 9,684 shares; 2025Q1: 9,621 shares; 2025Q2: 11,917 shares; 2025Q3: 12,115 shares; 2025Q4: 12,109 shares; 2026Q1: 11,884 shares; 2026Q2: 12,203 shares 12,203 $3.7M 0.55% +319 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: 8,438 shares; 2024Q4: 8,437 shares; 2025Q1: 6,493 shares; 2025Q2: 7,025 shares; 2025Q3: 8,767 shares; 2025Q4: 9,266 shares; 2026Q1: 9,303 shares; 2026Q2: 9,006 shares 9,006 $3.36M 0.5% -297 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: 3,438 shares; 2024Q4: 3,451 shares; 2025Q1: 3,452 shares; 2025Q2: 5,896 shares; 2025Q3: 5,563 shares; 2025Q4: 11,019 shares; 2026Q1: 12,457 shares; 2026Q2: 16,911 shares 16,911 $3.22M 0.48% +4,454 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: 2,972 shares; 2024Q4: 3,002 shares; 2025Q1: 4,718 shares; 2025Q2: 6,175 shares; 2025Q3: 10,898 shares; 2025Q4: 12,897 shares; 2026Q1: 13,933 shares; 2026Q2: 15,800 shares 15,800 $3.16M 0.47% +1,867 Timeline SPEM 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: 50,633 shares; 2024Q4: 51,966 shares; 2025Q1: 57,714 shares; 2025Q2: 58,447 shares; 2025Q3: 58,153 shares; 2025Q4: 59,940 shares; 2026Q1: 59,973 shares; 2026Q2: 56,328 shares 56,328 $2.92M 0.43% -3,645 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: 7,236 shares; 2024Q4: 7,239 shares; 2025Q1: 6,058 shares; 2025Q2: 6,915 shares; 2025Q3: 8,648 shares; 2025Q4: 9,542 shares; 2026Q1: 10,555 shares; 2026Q2: 11,658 shares 11,658 $2.78M 0.41% +1,103 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: 5,429 shares; 2024Q4: 5,431 shares; 2025Q1: 5,423 shares; 2025Q2: 5,415 shares; 2025Q3: 5,389 shares; 2025Q4: 5,676 shares; 2026Q1: 5,692 shares; 2026Q2: 5,422 shares 5,422 $2.71M 0.4% -270 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: 1,573 shares; 2024Q4: 1,573 shares; 2025Q1: 2,129 shares; 2025Q2: 3,108 shares; 2025Q3: 5,130 shares; 2025Q4: 5,863 shares; 2026Q1: 6,202 shares; 2026Q2: 6,350 shares 6,350 $2.27M 0.34% +148 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: 5,430 shares; 2024Q4: 5,430 shares; 2025Q1: 5,491 shares; 2025Q2: 5,576 shares; 2025Q3: 5,585 shares; 2025Q4: 5,563 shares; 2026Q1: 5,317 shares; 2026Q2: 5,556 shares 5,556 $1.96M 0.29% +239 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: 23,438 shares; 2024Q4: 23,438 shares; 2025Q1: 23,438 shares; 2025Q2: 28,676 shares; 2025Q3: 28,369 shares; 2025Q4: 28,148 shares; 2026Q1: 26,948 shares; 2026Q2: 24,921 shares 24,921 $1.92M 0.28% -2,027 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,021 shares; 2024Q4: 29,577 shares; 2025Q1: 32,903 shares; 2025Q2: 40,462 shares; 2025Q3: 44,352 shares; 2025Q4: 59,685 shares; 2026Q1: 54,555 shares; 2026Q2: 23,709 shares 23,709 $1.9M 0.28% -30,846 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,924 shares; 2024Q4: 34,470 shares; 2025Q1: 31,457 shares; 2025Q2: 30,311 shares; 2025Q3: 37,635 shares; 2025Q4: 45,724 shares; 2026Q1: 46,185 shares; 2026Q2: 50,548 shares 50,548 $1.77M 0.26% +4,363 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,248 shares; 2024Q4: 22,248 shares; 2025Q1: 24,177 shares; 2025Q2: 24,177 shares; 2025Q3: 24,177 shares; 2025Q4: 24,177 shares; 2026Q1: 24,178 shares; 2026Q2: 30,956 shares 30,956 $1.61M 0.24% +6,778 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: 1,142 shares; 2024Q4: 1,157 shares; 2025Q1: 1,366 shares; 2025Q2: 1,535 shares; 2025Q3: 2,035 shares; 2025Q4: 2,130 shares; 2026Q1: 4,031 shares; 2026Q2: 4,671 shares 4,671 $1.6M 0.24% +640 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,558 shares; 2024Q4: 3,649 shares; 2025Q1: 2,473 shares; 2025Q2: 3,111 shares; 2025Q3: 4,139 shares; 2025Q4: 4,420 shares; 2026Q1: 4,411 shares; 2026Q2: 4,533 shares 4,533 $1.48M 0.22% +122 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: 8,539 shares; 2024Q4: 8,604 shares; 2025Q1: 4,661 shares; 2025Q2: 16,145 shares; 2025Q3: 16,167 shares; 2025Q4: 16,186 shares; 2026Q1: 16,508 shares; 2026Q2: 16,395 shares 16,395 $1.44M 0.21% -113 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,124 shares; 2024Q4: 19,559 shares; 2025Q1: 18,149 shares; 2025Q2: 19,773 shares; 2025Q3: 17,621 shares; 2025Q4: 14,382 shares; 2026Q1: 14,296 shares; 2026Q2: 13,946 shares 13,946 $1.43M 0.21% -350 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: 17,519 shares; 2024Q4: 52,371 shares; 2025Q1: 51,642 shares; 2025Q2: 49,139 shares; 2025Q3: 48,783 shares; 2025Q4: 48,530 shares; 2026Q1: 48,683 shares; 2026Q2: 48,698 shares 48,698 $1.41M 0.21% +15 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: 3,076 shares; 2024Q4: 2,915 shares; 2025Q1: 3,005 shares; 2025Q2: 2,941 shares; 2025Q3: 4,130 shares; 2025Q4: 4,024 shares; 2026Q1: 4,082 shares; 2026Q2: 3,956 shares 3,956 $1.4M 0.21% -126 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: 1,916 shares; 2024Q4: 1,916 shares; 2025Q1: 1,138 shares; 2025Q2: 1,401 shares; 2025Q3: 1,597 shares; 2025Q4: 1,526 shares; 2026Q1: 1,364 shares; 2026Q2: 1,259 shares 1,259 $1.34M 0.2% -105 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: 3,869 shares; 2024Q4: 3,735 shares; 2025Q1: 3,306 shares; 2025Q2: 3,217 shares; 2025Q3: 3,227 shares; 2025Q4: 3,370 shares; 2026Q1: 4,198 shares; 2026Q2: 4,885 shares 4,885 $1.24M 0.18% +687 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: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: 1,014 shares; 2025Q2: 1,076 shares; 2025Q3: 1,204 shares; 2025Q4: 1,213 shares; 2026Q1: 1,247 shares; 2026Q2: 1,253 shares 1,253 $1.17M 0.17% +6 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,779 shares 20,779 $1.17M 0.17% new 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: 534 shares; 2024Q4: 544 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 388 shares; 2025Q4: 437 shares; 2026Q1: 936 shares; 2026Q2: 927 shares 927 $1.11M 0.16% -9 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: 519 shares; 2024Q4: 519 shares; 2025Q1: 516 shares; 2025Q2: 605 shares; 2025Q3: 550 shares; 2025Q4: 595 shares; 2026Q1: 1,490 shares; 2026Q2: 2,143 shares 2,143 $1.1M 0.16% +653 Timeline SCHH 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: 10,181 shares; 2024Q4: 25,893 shares; 2025Q1: 23,517 shares; 2025Q2: 22,716 shares; 2025Q3: 28,176 shares; 2025Q4: 22,551 shares; 2026Q1: 48,420 shares; 2026Q2: 44,511 shares 44,511 $1.05M 0.16% -3,909 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,022 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,381 shares; 2026Q2: 4,193 shares 4,193 $992K 0.15% +1,812 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: 1,581 shares; 2024Q4: 1,598 shares; 2025Q1: 1,833 shares; 2025Q2: 1,638 shares; 2025Q3: 1,618 shares; 2025Q4: 2,229 shares; 2026Q1: 2,302 shares; 2026Q2: 2,354 shares 2,354 $990K 0.15% +52 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,235 shares; 2024Q4: 15,257 shares; 2025Q1: 15,362 shares; 2025Q2: 17,496 shares; 2025Q3: 17,496 shares; 2025Q4: 16,997 shares; 2026Q1: 13,072 shares; 2026Q2: 16,914 shares 16,914 $984K 0.15% +3,842 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,172 shares; 2025Q3: 6,951 shares; 2025Q4: 7,533 shares; 2026Q1: 7,962 shares; 2026Q2: 8,582 shares 8,582 $972K 0.14% +620 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: 2,791 shares 2,791 $960K 0.14% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,945 shares; 2025Q3: 3,945 shares; 2025Q4: 4,014 shares; 2026Q1: 3,736 shares; 2026Q2: 3,747 shares 3,747 $957K 0.14% +11 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: 1,805 shares; 2024Q4: 1,809 shares; 2025Q1: 1,724 shares; 2025Q2: 1,924 shares; 2025Q3: 1,678 shares; 2025Q4: 1,817 shares; 2026Q1: 1,855 shares; 2026Q2: 10,434 shares 10,434 $899K 0.13% +8,579 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,109 shares; 2024Q4: 6,109 shares; 2025Q1: 6,109 shares; 2025Q2: 6,109 shares; 2025Q3: 6,109 shares; 2025Q4: 6,109 shares; 2026Q1: 5,830 shares; 2026Q2: 5,830 shares 5,830 $861K 0.13% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,577 shares; 2025Q3: 2,577 shares; 2025Q4: 3,099 shares; 2026Q1: 8,147 shares; 2026Q2: 8,721 shares 8,721 $856K 0.13% +574 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: 1,033 shares; 2024Q4: 1,033 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,036 shares; 2026Q1: 1,054 shares; 2026Q2: 1,322 shares 1,322 $839K 0.12% +268 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,836 shares; 2025Q3: 10,071 shares; 2025Q4: 9,709 shares; 2026Q1: 45,369 shares; 2026Q2: 21,766 shares 21,766 $806K 0.12% -23,603 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,489 shares; 2026Q2: 8,475 shares 8,475 $777K 0.11% -14 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,011 shares; 2026Q2: 1,068 shares 1,068 $772K 0.11% +57 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: 324 shares; 2025Q4: 345 shares; 2026Q1: 364 shares; 2026Q2: 373 shares 373 $742K 0.11% +9 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: 1,356 shares; 2024Q4: 1,425 shares; 2025Q1: 1,484 shares; 2025Q2: 1,384 shares; 2025Q3: 2,122 shares; 2025Q4: 3,015 shares; 2026Q1: 2,555 shares; 2026Q2: 2,620 shares 2,620 $737K 0.11% +65 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,932 shares 11,932 $712K 0.11% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,124 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares; 2026Q1: 1,430 shares; 2026Q2: 5,720 shares 5,720 $710K 0.11% +4,290 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: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,431 shares; 2025Q3: 2,084 shares; 2025Q4: 2,061 shares; 2026Q1: 2,031 shares; 2026Q2: 2,084 shares 2,084 $705K 0.1% +53 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 1,521 shares; 2026Q1: 1,780 shares; 2026Q2: 1,854 shares 1,854 $701K 0.1% +74 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: 4,070 shares; 2024Q4: 4,070 shares; 2025Q1: 4,146 shares; 2025Q2: 4,070 shares; 2025Q3: 3,925 shares; 2025Q4: 3,925 shares; 2026Q1: 4,110 shares; 2026Q2: 4,106 shares 4,106 $674K 0.1% -4 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: 8,462 shares; 2024Q4: 8,462 shares; 2025Q1: 8,462 shares; 2025Q2: 9,259 shares; 2025Q3: 9,201 shares; 2025Q4: 8,404 shares; 2026Q1: 8,404 shares; 2026Q2: 8,145 shares 8,145 $671K 0.1% -259 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: 6,756 shares; 2024Q4: 6,821 shares; 2025Q1: 7,560 shares; 2025Q2: 7,658 shares; 2025Q3: 7,157 shares; 2025Q4: 7,009 shares; 2026Q1: 7,353 shares; 2026Q2: 7,698 shares 7,698 $626K 0.09% +345 Timeline ESML 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: 10,286 shares; 2025Q3: 8,685 shares; 2025Q4: 8,711 shares; 2026Q1: 11,095 shares; 2026Q2: 11,020 shares 11,020 $616K 0.09% -75 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,432 shares 14,432 $612K 0.09% new 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: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,561 shares; 2025Q4: 1,625 shares; 2026Q1: 1,520 shares; 2026Q2: 1,623 shares 1,623 $607K 0.09% +103 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: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,644 shares; 2025Q4: 2,694 shares; 2026Q1: 2,699 shares; 2026Q2: 2,703 shares 2,703 $596K 0.09% +4 Timeline SPYD 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: 10,402 shares; 2024Q4: 10,402 shares; 2025Q1: 10,114 shares; 2025Q2: 10,114 shares; 2025Q3: 10,885 shares; 2025Q4: 11,322 shares; 2026Q1: 12,522 shares; 2026Q2: 12,337 shares 12,337 $589K 0.09% -185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,474 shares; 2025Q4: 2,728 shares; 2026Q1: 2,790 shares; 2026Q2: 2,781 shares 2,781 $581K 0.09% -9 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,853 shares; 2024Q4: 18,070 shares; 2025Q1: 17,058 shares; 2025Q2: 20,315 shares; 2025Q3: 19,454 shares; 2025Q4: 19,395 shares; 2026Q1: 18,663 shares; 2026Q2: 15,811 shares 15,811 $573K 0.08% -2,852 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 678 shares; 2025Q1: 728 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 729 shares; 2026Q1: 751 shares; 2026Q2: 745 shares 745 $569K 0.08% -6 Timeline ARKW ARK ETF TR More: the full row for ARK 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: 1,889 shares; 2025Q3: 1,889 shares; 2025Q4: 3,901 shares; 2026Q1: 3,901 shares; 2026Q2: 3,901 shares 3,901 $565K 0.08% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,738 shares; 2024Q4: 1,696 shares; 2025Q1: 1,235 shares; 2025Q2: 1,126 shares; 2025Q3: 1,103 shares; 2025Q4: 1,072 shares; 2026Q1: 1,049 shares; 2026Q2: 1,047 shares 1,047 $533K 0.08% -2 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 1,671 shares; 2025Q1: 1,671 shares; 2025Q2: 1,640 shares; 2025Q3: 1,648 shares; 2025Q4: 1,714 shares; 2026Q1: 1,756 shares; 2026Q2: 1,734 shares 1,734 $517K 0.08% -22 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: 5,859 shares; 2024Q4: 6,211 shares; 2025Q1: 6,030 shares; 2025Q2: 6,030 shares; 2025Q3: 5,633 shares; 2025Q4: 5,105 shares; 2026Q1: 5,203 shares; 2026Q2: 5,217 shares 5,217 $499K 0.07% +14 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: 867 shares; 2024Q4: 837 shares; 2025Q1: 912 shares; 2025Q2: 975 shares; 2025Q3: 1,013 shares; 2025Q4: 1,031 shares; 2026Q1: 1,023 shares; 2026Q2: 987 shares 987 $495K 0.07% -36 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: 5,019 shares; 2025Q3: 5,019 shares; 2025Q4: 5,089 shares; 2026Q1: 5,089 shares; 2026Q2: 5,577 shares 5,577 $494K 0.07% +488 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: 1,114 shares; 2024Q4: 1,115 shares; 2025Q1: 1,314 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 1,012 shares; 2026Q1: 800 shares; 2026Q2: 1,322 shares 1,322 $487K 0.07% +522 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 361 shares; 2025Q3: 570 shares; 2025Q4: 766 shares; 2026Q1: 812 shares; 2026Q2: 846 shares 846 $477K 0.07% +34 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: 26,791 shares; 2024Q4: 23,107 shares; 2025Q1: 23,102 shares; 2025Q2: 23,008 shares; 2025Q3: 23,064 shares; 2025Q4: 29,109 shares; 2026Q1: 23,506 shares; 2026Q2: 22,843 shares 22,843 $473K 0.07% -663 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,829 shares; 2024Q4: 5,876 shares; 2025Q1: 8,042 shares; 2025Q2: 5,969 shares; 2025Q3: 5,693 shares; 2025Q4: 5,693 shares; 2026Q1: 5,693 shares; 2026Q2: 5,693 shares 5,693 $469K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 246 shares; 2026Q2: 1,552 shares 1,552 $468K 0.07% +1,306 Timeline PBW 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: 17,316 shares; 2025Q3: 17,039 shares; 2025Q4: 13,367 shares; 2026Q1: 12,845 shares; 2026Q2: 11,969 shares 11,969 $467K 0.07% -876 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: 11,406 shares; 2024Q4: 11,311 shares; 2025Q1: 11,196 shares; 2025Q2: 11,102 shares; 2025Q3: 27,684 shares; 2025Q4: 10,667 shares; 2026Q1: 10,667 shares; 2026Q2: 10,474 shares 10,474 $465K 0.07% -193 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,867 shares; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,594 shares; 2026Q2: 2,847 shares 2,847 $447K 0.07% +253 Timeline ESGU 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: 2,439 shares; 2026Q1: 2,676 shares; 2026Q2: 2,721 shares 2,721 $445K 0.07% +45 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 365 shares; 2025Q4: 392 shares; 2026Q1: 391 shares; 2026Q2: 433 shares 433 $438K 0.06% +42 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 336 shares; 2026Q1: 353 shares; 2026Q2: 367 shares 367 $431K 0.06% +14 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 6,528 shares; 2025Q4: 6,635 shares; 2026Q1: 6,742 shares; 2026Q2: 6,810 shares 6,810 $428K 0.06% +68 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 5,614 shares; 2025Q4: 5,614 shares; 2026Q1: 5,614 shares; 2026Q2: 5,614 shares 5,614 $421K 0.06% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,033 shares; 2024Q4: 4,268 shares; 2025Q1: 4,268 shares; 2025Q2: 4,134 shares; 2025Q3: 4,112 shares; 2025Q4: 4,041 shares; 2026Q1: 4,046 shares; 2026Q2: 4,013 shares 4,013 $417K 0.06% -33 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 816 shares; 2025Q4: 816 shares; 2026Q1: 827 shares; 2026Q2: 822 shares 822 $393K 0.06% -5 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,618 shares; 2024Q4: 6,500 shares; 2025Q1: 6,448 shares; 2025Q2: 6,334 shares; 2025Q3: 6,338 shares; 2025Q4: 6,324 shares; 2026Q1: 7,483 shares; 2026Q2: 7,164 shares 7,164 $392K 0.06% -319 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: 3,164 shares; 2024Q4: 3,189 shares; 2025Q1: 3,647 shares; 2025Q2: 2,769 shares; 2025Q3: 2,834 shares; 2025Q4: 2,643 shares; 2026Q1: 2,664 shares; 2026Q2: 2,660 shares 2,660 $390K 0.06% -4 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,791 shares 2,791 $390K 0.06% new 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: 2,194 shares; 2026Q1: 2,194 shares; 2026Q2: 2,227 shares 2,227 $367K 0.05% +33 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: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $366K 0.05% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 980 shares; 2026Q1: not reported; 2026Q2: 1,820 shares 1,820 $365K 0.05% new Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,770 shares; 2024Q4: 6,073 shares; 2025Q1: 5,771 shares; 2025Q2: 5,945 shares; 2025Q3: 5,538 shares; 2025Q4: 5,538 shares; 2026Q1: 5,085 shares; 2026Q2: 6,220 shares 6,220 $353K 0.05% +1,135 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 918 shares; 2026Q1: 929 shares; 2026Q2: 992 shares 992 $352K 0.05% +63 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,688 shares; 2025Q4: 1,759 shares; 2026Q1: not reported; 2026Q2: 1,842 shares 1,842 $350K 0.05% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,509 shares; 2024Q4: 3,509 shares; 2025Q1: 3,509 shares; 2025Q2: 3,509 shares; 2025Q3: 3,509 shares; 2025Q4: 3,552 shares; 2026Q1: 3,552 shares; 2026Q2: 3,557 shares 3,557 $345K 0.05% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,457 shares; 2025Q4: 1,555 shares; 2026Q1: 1,544 shares; 2026Q2: 1,654 shares 1,654 $342K 0.05% +110 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: 1,842 shares; 2024Q4: 2,113 shares; 2025Q1: 2,163 shares; 2025Q2: 3,944 shares; 2025Q3: 2,592 shares; 2025Q4: 2,892 shares; 2026Q1: 2,495 shares; 2026Q2: 2,504 shares 2,504 $342K 0.05% +9 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,507 shares; 2026Q1: 1,507 shares; 2026Q2: 1,507 shares 1,507 $333K 0.05% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: not reported; 2025Q2: 1,778 shares; 2025Q3: 2,098 shares; 2025Q4: 2,095 shares; 2026Q1: 2,356 shares; 2026Q2: 2,265 shares 2,265 $332K 0.05% -91 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,106 shares; 2026Q1: 2,248 shares; 2026Q2: 2,262 shares 2,262 $331K 0.05% +14 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 1,739 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares; 2025Q4: 1,033 shares; 2026Q1: 1,041 shares; 2026Q2: 1,042 shares 1,042 $328K 0.05% +1 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,324 shares; 2024Q4: 6,324 shares; 2025Q1: not reported; 2025Q2: 6,965 shares; 2025Q3: 6,373 shares; 2025Q4: 6,484 shares; 2026Q1: 6,553 shares; 2026Q2: 6,580 shares 6,580 $313K 0.05% +27 Timeline VPU 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: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: 1,664 shares; 2025Q2: 1,983 shares; 2025Q3: 1,664 shares; 2025Q4: 1,630 shares; 2026Q1: 1,651 shares; 2026Q2: 1,587 shares 1,587 $311K 0.05% -64 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,124 shares; 2026Q1: 1,258 shares; 2026Q2: 1,258 shares 1,258 $305K 0.05% 0 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: 3,501 shares; 2024Q4: 3,501 shares; 2025Q1: 3,626 shares; 2025Q2: 3,626 shares; 2025Q3: 3,626 shares; 2025Q4: 3,626 shares; 2026Q1: 3,626 shares; 2026Q2: 3,626 shares 3,626 $304K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,014 shares; 2025Q4: 4,090 shares; 2026Q1: 4,135 shares; 2026Q2: 4,140 shares 4,140 $304K 0.04% +5 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: 1,028 shares; 2024Q4: 1,374 shares; 2025Q1: 872 shares; 2025Q2: 854 shares; 2025Q3: 913 shares; 2025Q4: 1,066 shares; 2026Q1: 1,133 shares; 2026Q2: 1,107 shares 1,107 $299K 0.04% -26 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,899 shares; 2026Q2: 3,942 shares 3,942 $298K 0.04% +43 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,542 shares; 2025Q3: 3,542 shares; 2025Q4: 3,549 shares; 2026Q1: 3,565 shares; 2026Q2: 3,613 shares 3,613 $290K 0.04% +48 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: 1,708 shares; 2024Q4: 1,708 shares; 2025Q1: 1,808 shares; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares; 2026Q2: 1,768 shares 1,768 $286K 0.04% +57 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,620 shares; 2025Q2: 2,450 shares; 2025Q3: 2,716 shares; 2025Q4: 2,707 shares; 2026Q1: 2,466 shares; 2026Q2: 3,119 shares 3,119 $283K 0.04% +653 Timeline FTEC 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: 896 shares; 2026Q1: 1,487 shares; 2026Q2: 977 shares 977 $279K 0.04% -510 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 406 shares 406 $266K 0.04% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 454 shares; 2025Q4: 464 shares; 2026Q1: 423 shares; 2026Q2: 418 shares 418 $261K 0.04% -5 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 565 shares; 2026Q2: 609 shares 609 $260K 0.04% +44 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 632 shares; 2026Q1: 672 shares; 2026Q2: 632 shares 632 $257K 0.04% -40 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 175 shares; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 265 shares 265 $255K 0.04% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. 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: 7,807 shares; 2026Q1: 7,910 shares; 2026Q2: 8,069 shares 8,069 $253K 0.04% +159 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: 3,402 shares; 2024Q4: 3,410 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,843 shares; 2026Q2: 1,965 shares 1,965 $253K 0.04% +122 Timeline EMXC ISHARES INC More: the full row for ISHARES 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: 3,104 shares; 2025Q4: 3,104 shares; 2026Q1: 3,067 shares; 2026Q2: 2,427 shares 2,427 $248K 0.04% -640 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: 6,534 shares; 2024Q4: 6,641 shares; 2025Q1: 5,637 shares; 2025Q2: 5,553 shares; 2025Q3: 5,553 shares; 2025Q4: 7,045 shares; 2026Q1: 5,870 shares; 2026Q2: 5,819 shares 5,819 $246K 0.04% -51 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,569 shares; 2024Q4: 5,569 shares; 2025Q1: 5,246 shares; 2025Q2: 5,246 shares; 2025Q3: 5,246 shares; 2025Q4: 4,662 shares; 2026Q1: 4,662 shares; 2026Q2: 4,453 shares 4,453 $240K 0.04% -209 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: 580 shares; 2024Q4: 580 shares; 2025Q1: 594 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 605 shares; 2026Q1: 606 shares; 2026Q2: 586 shares 586 $233K 0.03% -20 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 391 shares 391 $227K 0.03% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,299 shares; 2026Q2: 1,367 shares 1,367 $227K 0.03% +68 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,773 shares 3,773 $215K 0.03% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 287 shares 287 $212K 0.03% new Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,388 shares 2,388 $211K 0.03% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 597 shares 597 $205K 0.03% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,942 shares; 2026Q2: 4,942 shares 4,942 $205K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 712 shares; 2025Q4: 713 shares; 2026Q1: 653 shares; 2026Q2: 644 shares 644 $203K 0.03% -9 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 577 shares; 2026Q1: 616 shares; 2026Q2: 483 shares 483 $201K 0.03% -133 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP 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: 10,143 shares 10,143 $59.1K 0.01% new Timeline