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: not loaded; 2024Q4: 159,439 shares; 2025Q1: 256,962 shares; 2025Q2: 358,703 shares; 2025Q3: 412,074 shares; 2025Q4: 456,622 shares; 2026Q1: 487,136 shares; 2026Q2: 511,377 shares 511,377 $27.2M 10.08% +24,241 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 77,826 shares; 2025Q1: 136,772 shares; 2025Q2: 183,297 shares; 2025Q3: 267,427 shares; 2025Q4: 305,372 shares; 2026Q1: 291,001 shares; 2026Q2: 308,216 shares 308,216 $13.2M 4.89% +17,215 Timeline SPYC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 165,831 shares; 2025Q1: 182,834 shares; 2025Q2: 198,466 shares; 2025Q3: 218,625 shares; 2025Q4: 227,756 shares; 2026Q1: 237,502 shares; 2026Q2: 252,239 shares 252,239 $11.9M 4.41% +14,737 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 140,593 shares; 2025Q1: 159,113 shares; 2025Q2: 123,484 shares; 2025Q3: 168,214 shares; 2025Q4: 202,926 shares; 2026Q1: 213,809 shares; 2026Q2: 233,430 shares 233,430 $11.2M 4.13% +19,621 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: not loaded; 2024Q4: 74,237 shares; 2025Q1: 112,785 shares; 2025Q2: 153,118 shares; 2025Q3: 212,331 shares; 2025Q4: 248,507 shares; 2026Q1: 266,785 shares; 2026Q2: 277,568 shares 277,568 $10.7M 3.96% +10,783 Timeline MFUS PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 105,161 shares; 2025Q1: 109,449 shares; 2025Q2: 114,060 shares; 2025Q3: 127,597 shares; 2025Q4: 140,991 shares; 2026Q1: 144,109 shares; 2026Q2: 152,070 shares 152,070 $10.1M 3.73% +7,961 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,663 shares; 2025Q1: 44,713 shares; 2025Q2: 58,814 shares; 2025Q3: 70,673 shares; 2025Q4: 80,722 shares; 2026Q1: 84,607 shares; 2026Q2: 88,656 shares 88,656 $8.3M 3.08% +4,049 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,408 shares; 2025Q1: 56,080 shares; 2025Q2: 57,499 shares; 2025Q3: 64,811 shares; 2025Q4: 67,258 shares; 2026Q1: 73,656 shares; 2026Q2: 92,074 shares 92,074 $7.74M 2.87% +18,418 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 loaded; 2024Q4: 95,314 shares; 2025Q1: 161,647 shares; 2025Q2: 150,819 shares; 2025Q3: 160,579 shares; 2025Q4: 138,263 shares; 2026Q1: 134,130 shares; 2026Q2: 79,258 shares 79,258 $7.25M 2.69% -54,872 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,440 shares; 2025Q4: 75,440 shares; 2026Q1: 75,440 shares; 2026Q2: 75,440 shares 75,440 $6.38M 2.37% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 250,600 shares; 2025Q1: 224,381 shares; 2025Q2: 133,852 shares; 2025Q3: 140,311 shares; 2025Q4: 128,044 shares; 2026Q1: 128,035 shares; 2026Q2: 126,931 shares 126,931 $5.79M 2.15% -1,104 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,423 shares; 2025Q1: 32,841 shares; 2025Q2: 41,866 shares; 2025Q3: 49,519 shares; 2025Q4: 54,882 shares; 2026Q1: 61,770 shares; 2026Q2: 64,135 shares 64,135 $5.26M 1.95% +2,365 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,340 shares; 2025Q1: 47,639 shares; 2025Q2: 75,880 shares; 2025Q3: 103,182 shares; 2025Q4: 95,707 shares; 2026Q1: 111,754 shares; 2026Q2: 121,171 shares 121,171 $5.05M 1.87% +9,417 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,953 shares; 2025Q1: 83,639 shares; 2025Q2: 90,668 shares; 2025Q3: 117,463 shares; 2025Q4: 130,465 shares; 2026Q1: 138,109 shares; 2026Q2: 150,140 shares 150,140 $4.65M 1.72% +12,031 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75,149 shares; 2025Q1: 94,132 shares; 2025Q2: 85,941 shares; 2025Q3: 90,822 shares; 2025Q4: 86,880 shares; 2026Q1: 80,926 shares; 2026Q2: 42,827 shares 42,827 $4.25M 1.57% -38,099 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 71,427 shares; 2025Q1: 78,140 shares; 2025Q2: 65,148 shares; 2025Q3: 86,337 shares; 2025Q4: 100,944 shares; 2026Q1: 102,220 shares; 2026Q2: 104,795 shares 104,795 $4.06M 1.51% +2,575 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,744 shares; 2025Q1: 8,392 shares; 2025Q2: 8,068 shares; 2025Q3: 7,090 shares; 2025Q4: 7,329 shares; 2026Q1: 7,572 shares; 2026Q2: 12,883 shares 12,883 $4.02M 1.49% +5,311 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,971 shares; 2025Q1: 27,836 shares; 2025Q2: 37,279 shares; 2025Q3: 45,085 shares; 2025Q4: 50,541 shares; 2026Q1: 55,160 shares; 2026Q2: 60,900 shares 60,900 $3.95M 1.46% +5,740 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,893 shares; 2025Q1: 13,819 shares; 2025Q2: 21,793 shares; 2025Q3: 28,660 shares; 2025Q4: 29,151 shares; 2026Q1: 36,076 shares; 2026Q2: 38,882 shares 38,882 $3.92M 1.45% +2,806 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,116 shares; 2025Q1: 48,074 shares; 2025Q2: 61,488 shares; 2025Q3: 71,338 shares; 2025Q4: 75,187 shares; 2026Q1: 81,267 shares; 2026Q2: 92,575 shares 92,575 $3.75M 1.39% +11,308 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,745 shares; 2025Q1: 16,854 shares; 2025Q2: 19,046 shares; 2025Q3: 22,806 shares; 2025Q4: 26,633 shares; 2026Q1: 27,152 shares; 2026Q2: 30,460 shares 30,460 $3.54M 1.31% +3,308 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,069 shares; 2025Q1: 7,810 shares; 2025Q2: 9,232 shares; 2025Q3: 9,546 shares; 2025Q4: 7,683 shares; 2026Q1: 8,356 shares; 2026Q2: 15,368 shares 15,368 $3.37M 1.25% +7,012 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 164,849 shares; 2025Q1: 148,845 shares; 2025Q2: 86,748 shares; 2025Q3: 88,462 shares; 2025Q4: 86,102 shares; 2026Q1: 86,104 shares; 2026Q2: 82,444 shares 82,444 $3.2M 1.19% -3,660 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 186,463 shares; 2025Q1: 202,604 shares; 2025Q2: 186,758 shares; 2025Q3: 195,535 shares; 2025Q4: 182,472 shares; 2026Q1: 190,852 shares; 2026Q2: 104,843 shares 104,843 $3.03M 1.12% -86,009 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47,035 shares; 2025Q1: 49,813 shares; 2025Q2: 53,030 shares; 2025Q3: 60,044 shares; 2025Q4: 62,951 shares; 2026Q1: 64,194 shares; 2026Q2: 70,741 shares 70,741 $2.99M 1.11% +6,547 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,789 shares; 2025Q3: 53,709 shares; 2025Q4: 50,732 shares; 2026Q1: 49,665 shares; 2026Q2: 55,936 shares 55,936 $2.9M 1.07% +6,271 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,290 shares; 2025Q1: 30,995 shares; 2025Q2: 32,679 shares; 2025Q3: 36,201 shares; 2025Q4: 37,386 shares; 2026Q1: 38,930 shares; 2026Q2: 43,193 shares 43,193 $2.83M 1.05% +4,263 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,333 shares; 2025Q1: 2,674 shares; 2025Q2: 2,674 shares; 2025Q3: 2,675 shares; 2025Q4: 2,798 shares; 2026Q1: 2,798 shares; 2026Q2: 22,033 shares 22,033 $2.64M 0.98% +19,235 Timeline GEW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,309 shares; 2025Q4: 45,512 shares; 2026Q1: 45,512 shares; 2026Q2: 45,512 shares 45,512 $2.58M 0.96% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 905 shares; 2025Q1: 1,746 shares; 2025Q2: 1,761 shares; 2025Q3: 1,678 shares; 2025Q4: 1,990 shares; 2026Q1: 2,213 shares; 2026Q2: 5,098 shares 5,098 $2.55M 0.94% +2,885 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,077 shares; 2026Q1: 2,406 shares; 2026Q2: 2,431 shares 2,431 $2.51M 0.93% +25 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,639 shares; 2025Q1: 33,905 shares; 2025Q2: 35,365 shares; 2025Q3: 38,329 shares; 2025Q4: 40,399 shares; 2026Q1: 40,588 shares; 2026Q2: 47,337 shares 47,337 $2.49M 0.92% +6,749 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,448 shares; 2025Q1: 5,387 shares; 2025Q2: 4,022 shares; 2025Q3: 31,733 shares; 2025Q4: 28,405 shares; 2026Q1: 26,765 shares; 2026Q2: 32,952 shares 32,952 $2.38M 0.88% +6,187 Timeline MFEM PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,656 shares; 2025Q1: 54,464 shares; 2025Q2: 61,133 shares; 2025Q3: 69,559 shares; 2025Q4: 72,267 shares; 2026Q1: 73,112 shares; 2026Q2: 77,658 shares 77,658 $2.14M 0.79% +4,546 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,454 shares; 2025Q3: 30,595 shares; 2025Q4: 68,443 shares; 2026Q1: 68,443 shares; 2026Q2: 78,530 shares 78,530 $1.95M 0.72% +10,087 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,333 shares; 2025Q1: 1,346 shares; 2025Q2: 1,346 shares; 2025Q3: 1,346 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 5,087 shares 5,087 $1.93M 0.71% +3,337 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 105,370 shares; 2025Q1: 89,917 shares; 2025Q2: 50,747 shares; 2025Q3: 52,083 shares; 2025Q4: 49,702 shares; 2026Q1: 49,703 shares; 2026Q2: 48,677 shares 48,677 $1.9M 0.7% -1,026 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,849 shares; 2026Q1: 736 shares; 2026Q2: 20,880 shares 20,880 $1.85M 0.69% +20,144 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,900 shares; 2025Q1: 14,726 shares; 2025Q2: 23,305 shares; 2025Q3: 29,019 shares; 2025Q4: 32,930 shares; 2026Q1: 33,651 shares; 2026Q2: 38,149 shares 38,149 $1.85M 0.68% +4,498 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 69,772 shares; 2025Q1: 75,175 shares; 2025Q2: 70,716 shares; 2025Q3: 74,139 shares; 2025Q4: 69,256 shares; 2026Q1: 67,303 shares; 2026Q2: 36,656 shares 36,656 $1.83M 0.68% -30,647 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,528 shares; 2025Q3: 22,816 shares; 2025Q4: 22,816 shares; 2026Q1: 22,676 shares; 2026Q2: 39,925 shares 39,925 $1.79M 0.66% +17,249 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: not loaded; 2024Q4: 5,110 shares; 2025Q1: 6,461 shares; 2025Q2: 8,753 shares; 2025Q3: 9,960 shares; 2025Q4: 11,049 shares; 2026Q1: 11,912 shares; 2026Q2: 14,065 shares 14,065 $1.78M 0.66% +2,153 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 949 shares; 2026Q1: 1,149 shares; 2026Q2: 2,313 shares 2,313 $1.78M 0.66% +1,164 Timeline CAOS 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 loaded; 2024Q4: not reported; 2025Q1: 4,159 shares; 2025Q2: 6,115 shares; 2025Q3: 7,815 shares; 2025Q4: 11,638 shares; 2026Q1: 13,602 shares; 2026Q2: 16,739 shares 16,739 $1.51M 0.56% +3,137 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,398 shares; 2026Q2: 25,487 shares 25,487 $1.49M 0.55% +13,089 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,118 shares; 2025Q1: 23,199 shares; 2025Q2: 25,815 shares; 2025Q3: 29,173 shares; 2025Q4: 32,816 shares; 2026Q1: 34,212 shares; 2026Q2: 36,966 shares 36,966 $1.49M 0.55% +2,754 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 802 shares; 2025Q1: 1,003 shares; 2025Q2: 990 shares; 2025Q3: 1,024 shares; 2025Q4: 973 shares; 2026Q1: 1,051 shares; 2026Q2: 2,781 shares 2,781 $1.46M 0.54% +1,730 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,062 shares; 2025Q1: 23,050 shares; 2025Q2: 22,391 shares; 2025Q3: 23,435 shares; 2025Q4: 24,543 shares; 2026Q1: 24,109 shares; 2026Q2: 24,794 shares 24,794 $1.45M 0.54% +685 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,317 shares; 2025Q2: 2,347 shares; 2025Q3: 2,088 shares; 2025Q4: 3,273 shares; 2026Q1: 3,537 shares; 2026Q2: 5,245 shares 5,245 $1.43M 0.53% +1,708 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,530 shares 14,530 $1.42M 0.52% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: not reported; 2025Q3: 1,120 shares; 2025Q4: 5,082 shares; 2026Q1: not reported; 2026Q2: 6,202 shares 6,202 $1.39M 0.51% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,852 shares; 2025Q4: 2,740 shares; 2026Q1: 2,800 shares; 2026Q2: 10,195 shares 10,195 $1.33M 0.49% +7,395 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,416 shares; 2025Q4: 3,650 shares; 2026Q1: 3,912 shares; 2026Q2: 3,694 shares 3,694 $1.31M 0.48% -218 Timeline GAA CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,676 shares; 2025Q1: 43,479 shares; 2025Q2: 38,082 shares; 2025Q3: 39,117 shares; 2025Q4: 37,902 shares; 2026Q1: 37,814 shares; 2026Q2: 36,487 shares 36,487 $1.28M 0.48% -1,327 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,745 shares; 2025Q1: 2,022 shares; 2025Q2: 2,062 shares; 2025Q3: 1,884 shares; 2025Q4: 2,542 shares; 2026Q1: 2,537 shares; 2026Q2: 3,392 shares 3,392 $1.21M 0.45% +855 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 828 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 3,011 shares; 2025Q4: 2,992 shares; 2026Q1: 2,992 shares; 2026Q2: 3,058 shares 3,058 $1.19M 0.44% +66 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,568 shares; 2025Q1: 2,545 shares; 2025Q2: 2,589 shares; 2025Q3: 2,658 shares; 2025Q4: 2,452 shares; 2026Q1: 2,698 shares; 2026Q2: 2,985 shares 2,985 $1.07M 0.4% +287 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,606 shares; 2026Q2: 24,188 shares 24,188 $1.03M 0.38% +9,582 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,093 shares; 2026Q1: 33,190 shares; 2026Q2: 33,277 shares 33,277 $1.01M 0.37% +87 Timeline AVGV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,188 shares; 2025Q3: 5,752 shares; 2025Q4: 5,807 shares; 2026Q1: 9,562 shares; 2026Q2: 10,987 shares 10,987 $961K 0.36% +1,425 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,808 shares; 2025Q4: 4,889 shares; 2026Q1: 4,889 shares; 2026Q2: 5,924 shares 5,924 $917K 0.34% +1,035 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 16,709 shares 16,709 $902K 0.33% +11,709 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,659 shares; 2025Q3: 27,013 shares; 2025Q4: 25,741 shares; 2026Q1: 29,415 shares; 2026Q2: 33,855 shares 33,855 $882K 0.33% +4,440 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,529 shares; 2025Q3: 2,224 shares; 2025Q4: 2,497 shares; 2026Q1: 2,732 shares; 2026Q2: 2,988 shares 2,988 $879K 0.33% +256 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,228 shares; 2025Q4: 2,267 shares; 2026Q1: 2,264 shares; 2026Q2: 2,271 shares 2,271 $841K 0.31% +7 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,776 shares; 2025Q4: 12,287 shares; 2026Q1: 11,377 shares; 2026Q2: 13,749 shares 13,749 $824K 0.31% +2,372 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,000 shares; 2026Q2: 15,000 shares 15,000 $821K 0.3% +2,000 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: not loaded; 2024Q4: 2,992 shares; 2025Q1: 3,591 shares; 2025Q2: 4,954 shares; 2025Q3: 6,082 shares; 2025Q4: 6,645 shares; 2026Q1: 6,855 shares; 2026Q2: 7,571 shares 7,571 $819K 0.3% +716 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $791K 0.29% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281 shares; 2025Q3: 275 shares; 2025Q4: 317 shares; 2026Q1: 366 shares; 2026Q2: 1,242 shares 1,242 $733K 0.27% +876 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,786 shares; 2025Q4: 37,337 shares; 2026Q1: 37,337 shares; 2026Q2: 24,868 shares 24,868 $711K 0.26% -12,469 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: not loaded; 2024Q4: 58,751 shares; 2025Q1: 56,505 shares; 2025Q2: 35,400 shares; 2025Q3: 31,665 shares; 2025Q4: 26,775 shares; 2026Q1: 26,761 shares; 2026Q2: 26,223 shares 26,223 $694K 0.26% -538 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 860 shares 860 $664K 0.25% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,028 shares; 2025Q4: 4,019 shares; 2026Q1: 3,622 shares; 2026Q2: 7,747 shares 7,747 $657K 0.24% +4,125 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: not loaded; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,625 shares; 2026Q2: 1,960 shares 1,960 $585K 0.22% +335 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,070 shares 8,070 $561K 0.21% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,071 shares; 2025Q4: 1,119 shares; 2026Q1: 1,167 shares; 2026Q2: 1,725 shares 1,725 $551K 0.2% +558 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,811 shares; 2025Q4: 3,811 shares; 2026Q1: 3,811 shares; 2026Q2: 3,811 shares 3,811 $547K 0.2% 0 Timeline PLTG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,756 shares; 2026Q1: 28,756 shares; 2026Q2: 37,041 shares 37,041 $542K 0.2% +8,285 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,452 shares; 2025Q3: 4,837 shares; 2025Q4: 6,947 shares; 2026Q1: 7,130 shares; 2026Q2: 7,773 shares 7,773 $537K 0.2% +643 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $534K 0.2% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,357 shares 11,357 $516K 0.19% new 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: not loaded; 2024Q4: 16,662 shares; 2025Q1: 16,594 shares; 2025Q2: 11,448 shares; 2025Q3: 11,583 shares; 2025Q4: 11,354 shares; 2026Q1: 11,033 shares; 2026Q2: 10,235 shares 10,235 $507K 0.19% -798 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,773 shares; 2026Q2: 9,846 shares 9,846 $501K 0.19% +73 Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $495K 0.18% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,829 shares; 2026Q1: 16,829 shares; 2026Q2: 17,609 shares 17,609 $492K 0.18% +780 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,951 shares; 2026Q1: not reported; 2026Q2: 6,081 shares 6,081 $482K 0.18% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 671 shares; 2026Q1: 829 shares; 2026Q2: 1,135 shares 1,135 $477K 0.18% +306 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,938 shares 12,938 $471K 0.17% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,706 shares 8,706 $454K 0.17% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,061 shares; 2026Q2: 4,980 shares 4,980 $420K 0.16% +1,919 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 837 shares 837 $410K 0.15% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 443 shares 443 $390K 0.14% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,606 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares; 2026Q2: 4,478 shares 4,478 $368K 0.14% +3,379 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,053 shares 5,053 $364K 0.13% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,387 shares; 2025Q1: 5,256 shares; 2025Q2: 4,812 shares; 2025Q3: 4,807 shares; 2025Q4: 3,613 shares; 2026Q1: 3,613 shares; 2026Q2: 3,613 shares 3,613 $363K 0.13% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,892 shares 3,892 $362K 0.13% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 496 shares 496 $354K 0.13% new Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,640 shares; 2025Q1: 13,640 shares; 2025Q2: 8,980 shares; 2025Q3: 8,980 shares; 2025Q4: 10,068 shares; 2026Q1: 10,068 shares; 2026Q2: 10,423 shares 10,423 $353K 0.13% +355 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,524 shares; 2025Q1: 21,594 shares; 2025Q2: 11,816 shares; 2025Q3: 9,790 shares; 2025Q4: 9,569 shares; 2026Q1: 9,569 shares; 2026Q2: 9,267 shares 9,267 $350K 0.13% -302 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,868 shares; 2026Q1: 8,475 shares; 2026Q2: 13,478 shares 13,478 $349K 0.13% +5,003 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,739 shares 3,739 $343K 0.13% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,637 shares 3,637 $327K 0.12% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,639 shares 5,639 $325K 0.12% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,299 shares 4,299 $317K 0.12% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 367 shares 367 $315K 0.12% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 435 shares 435 $307K 0.11% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,853 shares 2,853 $303K 0.11% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 224 shares; 2026Q2: 253 shares 253 $302K 0.11% +29 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,161 shares 1,161 $298K 0.11% new Timeline CONL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,203 shares; 2026Q1: 45,203 shares; 2026Q2: 74,980 shares 74,980 $295K 0.11% +29,777 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,500 shares; 2025Q4: not reported; 2026Q1: 5,309 shares; 2026Q2: 7,993 shares 7,993 $292K 0.11% +2,684 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,915 shares; 2025Q4: 1,916 shares; 2026Q1: 1,916 shares; 2026Q2: 1,916 shares 1,916 $289K 0.11% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,756 shares; 2025Q2: 4,756 shares; 2025Q3: 4,756 shares; 2025Q4: 4,756 shares; 2026Q1: 4,756 shares; 2026Q2: 4,756 shares 4,756 $287K 0.11% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,277 shares; 2025Q4: 2,353 shares; 2026Q1: 2,353 shares; 2026Q2: 2,412 shares 2,412 $282K 0.1% +59 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,357 shares 6,357 $279K 0.1% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 514 shares 514 $277K 0.1% new Timeline LLYX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,958 shares; 2026Q1: not reported; 2026Q2: 9,958 shares 9,958 $266K 0.1% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,842 shares 2,842 $264K 0.1% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 856 shares 856 $264K 0.1% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,911 shares; 2025Q1: 3,297 shares; 2025Q2: 3,198 shares; 2025Q3: 2,633 shares; 2025Q4: 2,843 shares; 2026Q1: 2,985 shares; 2026Q2: 2,339 shares 2,339 $262K 0.1% -646 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,133 shares; 2025Q4: 861 shares; 2026Q1: 861 shares; 2026Q2: 861 shares 861 $260K 0.1% 0 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,867 shares; 2025Q4: 3,591 shares; 2026Q1: 3,591 shares; 2026Q2: 3,591 shares 3,591 $259K 0.1% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,962 shares 4,962 $253K 0.09% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,097 shares 3,097 $253K 0.09% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,227 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,104 shares 6,104 $252K 0.09% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,318 shares 1,318 $249K 0.09% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,525 shares 2,525 $248K 0.09% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,074 shares 1,074 $242K 0.09% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,153 shares 1,153 $239K 0.09% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,766 shares 4,766 $237K 0.09% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,256 shares 1,256 $236K 0.09% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,854 shares 2,854 $236K 0.09% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,096 shares 5,096 $224K 0.08% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,221 shares 4,221 $212K 0.08% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 968 shares 968 $212K 0.08% new Timeline JNUG DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,426 shares; 2026Q1: 1,426 shares; 2026Q2: 1,426 shares 1,426 $206K 0.08% 0 Timeline BITU PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,107 shares; 2026Q1: 17,107 shares; 2026Q2: 17,003 shares 17,003 $161K 0.06% -104 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,148 shares 12,148 $114K 0.04% new Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,736 shares; 2025Q2: 10,736 shares; 2025Q3: 10,736 shares; 2025Q4: 10,736 shares; 2026Q1: 10,736 shares; 2026Q2: 10,736 shares 10,736 $64.4K 0.02% 0 Timeline