DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 422,995 shares; 2025Q1: 451,256 shares; 2025Q2: 473,382 shares; 2025Q3: 455,670 shares; 2025Q4: 540,018 shares; 2026Q1: 718,370 shares; 2026Q2: 948,209 shares; 2026Q3: 976,097 shares 976,097 $53.7M 8.21% +27,888 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; 2024Q4: 14,543 shares; 2025Q1: 16,063 shares; 2025Q2: 17,139 shares; 2025Q3: 17,947 shares; 2025Q4: 22,686 shares; 2026Q1: 37,287 shares; 2026Q2: 58,181 shares; 2026Q3: 58,458 shares 58,458 $41M 6.26% +277 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,087 shares; 2025Q1: 41,263 shares; 2025Q2: 50,112 shares; 2025Q3: 50,805 shares; 2025Q4: 62,355 shares; 2026Q1: 125,220 shares; 2026Q2: 204,066 shares; 2026Q3: 206,496 shares 206,496 $28.1M 4.29% +2,430 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; 2024Q4: 307,854 shares; 2025Q1: 323,687 shares; 2025Q2: 354,668 shares; 2025Q3: 365,708 shares; 2025Q4: 392,659 shares; 2026Q1: 441,858 shares; 2026Q2: 500,179 shares; 2026Q3: 488,379 shares 488,379 $27.3M 4.17% -11,800 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 663,113 shares 663,113 $24.8M 3.8% new 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; 2024Q4: 106,295 shares; 2025Q1: 115,830 shares; 2025Q2: 126,955 shares; 2025Q3: 124,106 shares; 2025Q4: 153,131 shares; 2026Q1: 209,746 shares; 2026Q2: 263,407 shares; 2026Q3: 269,930 shares 269,930 $22.9M 3.51% +6,523 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118,057 shares; 2025Q1: 127,994 shares; 2025Q2: 134,414 shares; 2025Q3: 139,148 shares; 2025Q4: 155,797 shares; 2026Q1: 185,081 shares; 2026Q2: 291,056 shares; 2026Q3: 265,466 shares 265,466 $20.5M 3.14% -25,590 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220,193 shares; 2025Q1: 245,025 shares; 2025Q2: 268,192 shares; 2025Q3: 279,232 shares; 2025Q4: 312,465 shares; 2026Q1: 361,141 shares; 2026Q2: 521,101 shares; 2026Q3: 437,367 shares 437,367 $20.3M 3.11% -83,734 Timeline SHAG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 431,089 shares 431,089 $20M 3.06% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137,580 shares; 2025Q1: 148,878 shares; 2025Q2: 166,762 shares; 2025Q3: 183,322 shares; 2025Q4: 217,669 shares; 2026Q1: 240,073 shares; 2026Q2: 325,862 shares; 2026Q3: 256,036 shares 256,036 $19.6M 2.99% -69,826 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; 2024Q4: 220,254 shares; 2025Q1: 233,018 shares; 2025Q2: 254,682 shares; 2025Q3: 261,155 shares; 2025Q4: 271,826 shares; 2026Q1: 410,737 shares; 2026Q2: 515,377 shares; 2026Q3: 533,072 shares 533,072 $19.3M 2.95% +17,695 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 135,677 shares; 2025Q1: 142,382 shares; 2025Q2: 149,720 shares; 2025Q3: 171,658 shares; 2025Q4: 201,395 shares; 2026Q1: 274,123 shares; 2026Q2: 407,283 shares; 2026Q3: 374,794 shares 374,794 $17.7M 2.71% -32,489 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; 2024Q4: 213,985 shares; 2025Q1: 217,066 shares; 2025Q2: 234,180 shares; 2025Q3: 232,682 shares; 2025Q4: 254,358 shares; 2026Q1: 238,166 shares; 2026Q2: 226,612 shares; 2026Q3: 227,746 shares 227,746 $17.6M 2.7% +1,134 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; 2024Q4: 137,070 shares; 2025Q1: 150,385 shares; 2025Q2: 170,334 shares; 2025Q3: 174,532 shares; 2025Q4: 210,337 shares; 2026Q1: 315,453 shares; 2026Q2: 434,609 shares; 2026Q3: 427,262 shares 427,262 $17M 2.59% -7,347 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,909 shares; 2025Q1: 64,770 shares; 2025Q2: 67,038 shares; 2025Q3: 69,588 shares; 2025Q4: 71,539 shares; 2026Q1: 116,848 shares; 2026Q2: 167,648 shares; 2026Q3: 169,477 shares 169,477 $15.4M 2.35% +1,829 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,993 shares; 2025Q1: 81,986 shares; 2025Q2: 90,574 shares; 2025Q3: 97,990 shares; 2025Q4: 107,676 shares; 2026Q1: 212,023 shares; 2026Q2: 321,391 shares; 2026Q3: 314,887 shares 314,887 $14.8M 2.26% -6,504 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; 2024Q4: 21,374 shares; 2025Q1: 22,420 shares; 2025Q2: 22,739 shares; 2025Q3: 23,357 shares; 2025Q4: 24,028 shares; 2026Q1: 22,037 shares; 2026Q2: 18,920 shares; 2026Q3: 18,309 shares 18,309 $14M 2.13% -611 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; 2024Q4: 17,149 shares; 2025Q1: 18,007 shares; 2025Q2: 17,902 shares; 2025Q3: 19,935 shares; 2025Q4: 27,524 shares; 2026Q1: 66,599 shares; 2026Q2: 98,148 shares; 2026Q3: 99,938 shares 99,938 $10.9M 1.67% +1,790 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; 2024Q4: 231,536 shares; 2025Q1: 229,833 shares; 2025Q2: 229,981 shares; 2025Q3: 226,556 shares; 2025Q4: 239,321 shares; 2026Q1: 245,839 shares; 2026Q2: 245,177 shares; 2026Q3: 244,469 shares 244,469 $10.9M 1.66% -708 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; 2024Q4: 26,438 shares; 2025Q1: 31,870 shares; 2025Q2: 35,384 shares; 2025Q3: 37,985 shares; 2025Q4: 40,490 shares; 2026Q1: 43,901 shares; 2026Q2: 40,987 shares; 2026Q3: 40,558 shares 40,558 $8.76M 1.34% -429 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,016 shares; 2025Q1: 23,180 shares; 2025Q2: 22,340 shares; 2025Q3: 23,196 shares; 2025Q4: 23,958 shares; 2026Q1: 191,038 shares; 2026Q2: 205,131 shares; 2026Q3: 165,473 shares 165,473 $8.14M 1.25% -39,658 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,923 shares; 2026Q1: 41,726 shares; 2026Q2: 26,163 shares; 2026Q3: 99,181 shares 99,181 $7.51M 1.15% +73,018 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; 2024Q4: 81,769 shares; 2025Q1: 85,545 shares; 2025Q2: 91,378 shares; 2025Q3: 96,023 shares; 2025Q4: 114,017 shares; 2026Q1: 93,153 shares; 2026Q2: 81,585 shares; 2026Q3: 79,973 shares 79,973 $7.23M 1.11% -1,612 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,497 shares; 2025Q1: 8,506 shares; 2025Q2: 8,515 shares; 2025Q3: 8,476 shares; 2025Q4: 8,458 shares; 2026Q1: 8,395 shares; 2026Q2: 8,373 shares; 2026Q3: 8,352 shares 8,352 $6.77M 1.04% -21 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; 2024Q4: 36,289 shares; 2025Q1: 38,787 shares; 2025Q2: 42,570 shares; 2025Q3: 43,852 shares; 2025Q4: 47,791 shares; 2026Q1: 57,578 shares; 2026Q2: 68,134 shares; 2026Q3: 69,814 shares 69,814 $6.26M 0.96% +1,680 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,463 shares; 2025Q1: 82,118 shares; 2025Q2: 79,417 shares; 2025Q3: 76,539 shares; 2025Q4: 89,759 shares; 2026Q1: 96,957 shares; 2026Q2: 104,309 shares; 2026Q3: 100,640 shares 100,640 $6.2M 0.95% -3,669 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 8 shares; 2026Q2: 8 shares; 2026Q3: 8 shares 8 $5.98M 0.91% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,139 shares; 2025Q1: 27,916 shares; 2025Q2: 27,633 shares; 2025Q3: 27,583 shares; 2025Q4: 33,389 shares; 2026Q1: 33,591 shares; 2026Q2: 35,111 shares; 2026Q3: 17,844 shares 17,844 $5.94M 0.91% -17,267 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; 2024Q4: 61,477 shares; 2025Q1: 62,715 shares; 2025Q2: 63,104 shares; 2025Q3: 69,584 shares; 2025Q4: 91,463 shares; 2026Q1: 80,902 shares; 2026Q2: 72,725 shares; 2026Q3: 72,794 shares 72,794 $5.8M 0.89% +69 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; 2024Q4: 42,009 shares; 2025Q1: 41,869 shares; 2025Q2: 43,440 shares; 2025Q3: 47,015 shares; 2025Q4: 58,049 shares; 2026Q1: 52,000 shares; 2026Q2: 50,845 shares; 2026Q3: 60,430 shares 60,430 $5.68M 0.87% +9,585 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,467 shares; 2025Q1: 40,779 shares; 2025Q2: 41,170 shares; 2025Q3: 49,377 shares; 2025Q4: 63,193 shares; 2026Q1: 68,883 shares; 2026Q2: 65,233 shares; 2026Q3: 65,296 shares 65,296 $5.42M 0.83% +63 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,746 shares; 2025Q1: 68,991 shares; 2025Q2: 75,964 shares; 2025Q3: 73,369 shares; 2025Q4: 88,712 shares; 2026Q1: 80,653 shares; 2026Q2: 79,675 shares; 2026Q3: 79,223 shares 79,223 $5.26M 0.8% -452 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,403 shares; 2025Q1: 39,150 shares; 2025Q2: 51,207 shares; 2025Q3: 53,040 shares; 2025Q4: 62,494 shares; 2026Q1: 74,287 shares; 2026Q2: 94,559 shares; 2026Q3: 90,263 shares 90,263 $5.14M 0.79% -4,296 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,163 shares; 2025Q1: 19,253 shares; 2025Q2: 18,102 shares; 2025Q3: 18,017 shares; 2025Q4: 18,436 shares; 2026Q1: 19,331 shares; 2026Q2: 19,033 shares; 2026Q3: 19,240 shares 19,240 $5.03M 0.77% +207 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,571 shares; 2025Q1: 111,688 shares; 2025Q2: 120,515 shares; 2025Q3: 120,569 shares; 2025Q4: 152,214 shares; 2026Q1: 119,760 shares; 2026Q2: 104,181 shares; 2026Q3: 98,308 shares 98,308 $4.9M 0.75% -5,873 Timeline VNQI 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; 2024Q4: 20,611 shares; 2025Q1: 22,378 shares; 2025Q2: 22,732 shares; 2025Q3: 23,192 shares; 2025Q4: 32,892 shares; 2026Q1: 65,155 shares; 2026Q2: 108,197 shares; 2026Q3: 110,157 shares 110,157 $4.68M 0.72% +1,960 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,452 shares; 2025Q1: 28,252 shares; 2025Q2: 24,147 shares; 2025Q3: 23,672 shares; 2025Q4: 23,905 shares; 2026Q1: 23,885 shares; 2026Q2: 26,140 shares; 2026Q3: 20,133 shares 20,133 $4.6M 0.7% -6,007 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; 2024Q4: 12,384 shares; 2025Q1: 14,487 shares; 2025Q2: 14,877 shares; 2025Q3: 16,625 shares; 2025Q4: 19,817 shares; 2026Q1: 18,433 shares; 2026Q2: 15,987 shares; 2026Q3: 15,631 shares 15,631 $4.45M 0.68% -356 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,710 shares; 2025Q1: 86,517 shares; 2025Q2: 92,242 shares; 2025Q3: 85,881 shares; 2025Q4: 105,488 shares; 2026Q1: 113,725 shares; 2026Q2: 113,466 shares; 2026Q3: 113,546 shares 113,546 $4.2M 0.64% +80 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,580 shares; 2025Q1: 38,706 shares; 2025Q2: 41,504 shares; 2025Q3: 46,907 shares; 2025Q4: 61,213 shares; 2026Q1: 56,461 shares; 2026Q2: 54,262 shares; 2026Q3: 66,269 shares 66,269 $4.18M 0.64% +12,007 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,469 shares; 2025Q1: 20,034 shares; 2025Q2: 20,073 shares; 2025Q3: 23,825 shares; 2025Q4: 37,826 shares; 2026Q1: 39,644 shares; 2026Q2: 47,189 shares; 2026Q3: 75,785 shares 75,785 $3.73M 0.57% +28,596 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,126 shares; 2025Q1: 53,301 shares; 2025Q2: 55,389 shares; 2025Q3: 56,690 shares; 2025Q4: 58,286 shares; 2026Q1: 57,109 shares; 2026Q2: 52,930 shares; 2026Q3: 52,296 shares 52,296 $3.49M 0.53% -634 Timeline VSS 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; 2024Q4: 31,747 shares; 2025Q1: 32,971 shares; 2025Q2: 32,362 shares; 2025Q3: 35,091 shares; 2025Q4: 40,466 shares; 2026Q1: 31,560 shares; 2026Q2: 23,492 shares; 2026Q3: 21,722 shares 21,722 $3.37M 0.52% -1,770 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,160 shares; 2025Q1: 2,125 shares; 2025Q2: 2,638 shares; 2025Q3: 2,650 shares; 2025Q4: 2,584 shares; 2026Q1: 4,134 shares; 2026Q2: 4,178 shares; 2026Q3: 4,281 shares 4,281 $3.28M 0.5% +103 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,086 shares; 2025Q1: 91,627 shares; 2025Q2: 87,981 shares; 2025Q3: 96,968 shares; 2025Q4: 107,567 shares; 2026Q1: 91,252 shares; 2026Q2: 48,520 shares; 2026Q3: 57,870 shares 57,870 $2.92M 0.45% +9,350 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; 2024Q4: 40,369 shares; 2025Q1: 42,378 shares; 2025Q2: 45,780 shares; 2025Q3: 47,101 shares; 2025Q4: 52,460 shares; 2026Q1: 43,110 shares; 2026Q2: 36,636 shares; 2026Q3: 34,206 shares 34,206 $2.84M 0.43% -2,430 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; 2024Q4: 27,427 shares; 2025Q1: 29,576 shares; 2025Q2: 29,316 shares; 2025Q3: 29,472 shares; 2025Q4: 32,333 shares; 2026Q1: 32,190 shares; 2026Q2: 32,010 shares; 2026Q3: 31,457 shares 31,457 $2.83M 0.43% -553 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; 2024Q4: 76,925 shares; 2025Q1: 84,543 shares; 2025Q2: 93,855 shares; 2025Q3: 107,353 shares; 2025Q4: 113,886 shares; 2026Q1: 88,499 shares; 2026Q2: 73,427 shares; 2026Q3: 70,004 shares 70,004 $2.75M 0.42% -3,423 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; 2024Q4: 20,008 shares; 2025Q1: 20,416 shares; 2025Q2: 21,667 shares; 2025Q3: 21,968 shares; 2025Q4: 23,111 shares; 2026Q1: 16,504 shares; 2026Q2: 43,890 shares; 2026Q3: 34,267 shares 34,267 $2.69M 0.41% -9,623 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; 2024Q4: 58,988 shares; 2025Q1: 59,332 shares; 2025Q2: 63,554 shares; 2025Q3: 74,460 shares; 2025Q4: 74,116 shares; 2026Q1: 76,318 shares; 2026Q2: 67,402 shares; 2026Q3: 63,365 shares 63,365 $2.55M 0.39% -4,037 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,367 shares; 2025Q1: 9,475 shares; 2025Q2: 9,865 shares; 2025Q3: 11,043 shares; 2025Q4: 11,306 shares; 2026Q1: 12,236 shares; 2026Q2: 10,419 shares; 2026Q3: 10,630 shares 10,630 $2.46M 0.38% +211 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,964 shares; 2025Q1: 36,719 shares; 2025Q2: 38,455 shares; 2025Q3: 38,869 shares; 2025Q4: 42,944 shares; 2026Q1: 53,716 shares; 2026Q2: 78,334 shares; 2026Q3: 74,329 shares 74,329 $2.42M 0.37% -4,005 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,274 shares; 2025Q1: 58,663 shares; 2025Q2: 64,780 shares; 2025Q3: 67,052 shares; 2025Q4: 78,574 shares; 2026Q1: 93,955 shares; 2026Q2: 82,104 shares; 2026Q3: 87,097 shares 87,097 $2.25M 0.34% +4,993 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; 2024Q4: 15,831 shares; 2025Q1: 16,217 shares; 2025Q2: 17,159 shares; 2025Q3: 18,139 shares; 2025Q4: 23,346 shares; 2026Q1: 19,027 shares; 2026Q2: 17,438 shares; 2026Q3: 18,671 shares 18,671 $2.2M 0.34% +1,233 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,767 shares; 2025Q1: 26,593 shares; 2025Q2: 29,190 shares; 2025Q3: 32,073 shares; 2025Q4: 40,209 shares; 2026Q1: 41,415 shares; 2026Q2: 34,217 shares; 2026Q3: 28,647 shares 28,647 $2.06M 0.32% -5,570 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,590 shares; 2025Q1: 12,590 shares; 2025Q2: 16,282 shares; 2025Q3: 16,513 shares; 2025Q4: 18,264 shares; 2026Q1: 17,112 shares; 2026Q2: 13,075 shares; 2026Q3: 25,960 shares 25,960 $2.05M 0.31% +12,885 Timeline GNR 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; 2024Q4: 17,855 shares; 2025Q1: 19,588 shares; 2025Q2: 19,261 shares; 2025Q3: 20,232 shares; 2025Q4: 22,000 shares; 2026Q1: 19,932 shares; 2026Q2: 19,269 shares; 2026Q3: 26,826 shares 26,826 $1.98M 0.3% +7,557 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,661 shares; 2025Q1: 32,631 shares; 2025Q2: 33,627 shares; 2025Q3: 34,945 shares; 2025Q4: 41,324 shares; 2026Q1: 31,451 shares; 2026Q2: 20,124 shares; 2026Q3: 17,844 shares 17,844 $1.87M 0.29% -2,280 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,895 shares; 2025Q1: 18,904 shares; 2025Q2: 18,054 shares; 2025Q3: 18,091 shares; 2025Q4: 30,272 shares; 2026Q1: 36,409 shares; 2026Q2: 36,435 shares; 2026Q3: 40,381 shares 40,381 $1.75M 0.27% +3,946 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,072 shares; 2025Q1: 63,586 shares; 2025Q2: 74,242 shares; 2025Q3: 61,516 shares; 2025Q4: 70,146 shares; 2026Q1: 54,418 shares; 2026Q2: 33,909 shares; 2026Q3: 33,313 shares 33,313 $1.74M 0.27% -596 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,028 shares; 2025Q1: 10,845 shares; 2025Q2: 11,601 shares; 2025Q3: 20,666 shares; 2025Q4: 22,004 shares; 2026Q1: 21,258 shares; 2026Q2: 16,786 shares; 2026Q3: 17,921 shares 17,921 $1.7M 0.26% +1,135 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,593 shares; 2025Q1: 9,699 shares; 2025Q2: 9,920 shares; 2025Q3: 10,151 shares; 2025Q4: 11,040 shares; 2026Q1: 8,683 shares; 2026Q2: 7,284 shares; 2026Q3: 9,636 shares 9,636 $1.66M 0.25% +2,352 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,934 shares; 2025Q1: 14,824 shares; 2025Q2: 14,822 shares; 2025Q3: 16,490 shares; 2025Q4: 17,379 shares; 2026Q1: 18,124 shares; 2026Q2: 15,955 shares; 2026Q3: 15,552 shares 15,552 $1.62M 0.25% -403 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; 2024Q4: 3,509 shares; 2025Q1: 3,496 shares; 2025Q2: 3,421 shares; 2025Q3: 3,421 shares; 2025Q4: 3,401 shares; 2026Q1: 3,401 shares; 2026Q2: 3,389 shares; 2026Q3: 3,205 shares 3,205 $1.6M 0.24% -184 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; 2024Q4: 7,398 shares; 2025Q1: 8,866 shares; 2025Q2: 8,832 shares; 2025Q3: 9,055 shares; 2025Q4: 9,093 shares; 2026Q1: 8,951 shares; 2026Q2: 8,701 shares; 2026Q3: 6,340 shares 6,340 $1.58M 0.24% -2,361 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,113 shares; 2025Q1: 97,001 shares; 2025Q2: 102,484 shares; 2025Q3: 101,622 shares; 2025Q4: 109,063 shares; 2026Q1: 75,442 shares; 2026Q2: 38,018 shares; 2026Q3: 37,744 shares 37,744 $1.56M 0.24% -274 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,781 shares; 2025Q1: 54,042 shares; 2025Q2: 56,176 shares; 2025Q3: 59,118 shares; 2025Q4: 62,062 shares; 2026Q1: 73,823 shares; 2026Q2: 90,901 shares; 2026Q3: 89,829 shares 89,829 $1.53M 0.23% -1,072 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,091 shares 9,091 $1.48M 0.23% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,561 shares; 2025Q1: 21,957 shares; 2025Q2: 33,611 shares; 2025Q3: 37,231 shares; 2025Q4: 38,396 shares; 2026Q1: 24,751 shares; 2026Q2: 16,286 shares; 2026Q3: 14,261 shares 14,261 $1.44M 0.22% -2,025 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,117 shares; 2025Q1: 5,764 shares; 2025Q2: 5,766 shares; 2025Q3: 5,767 shares; 2025Q4: 6,018 shares; 2026Q1: 5,988 shares; 2026Q2: 5,936 shares; 2026Q3: 4,137 shares 4,137 $1.41M 0.22% -1,799 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; 2024Q4: 76,424 shares; 2025Q1: 76,290 shares; 2025Q2: 72,731 shares; 2025Q3: 72,830 shares; 2025Q4: 69,576 shares; 2026Q1: 54,453 shares; 2026Q2: 31,247 shares; 2026Q3: 31,166 shares 31,166 $1.29M 0.2% -81 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 53,030 shares 53,030 $1.28M 0.2% new 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; 2024Q4: 10,543 shares; 2025Q1: 11,011 shares; 2025Q2: 14,538 shares; 2025Q3: 15,122 shares; 2025Q4: 15,391 shares; 2026Q1: 20,815 shares; 2026Q2: 18,806 shares; 2026Q3: 18,336 shares 18,336 $1.27M 0.19% -470 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,081 shares; 2025Q1: 3,081 shares; 2025Q2: 3,081 shares; 2025Q3: 3,081 shares; 2025Q4: 3,081 shares; 2026Q1: 3,081 shares; 2026Q2: 3,081 shares; 2026Q3: 3,081 shares 3,081 $1.24M 0.19% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,541 shares; 2025Q1: 14,917 shares; 2025Q2: 14,794 shares; 2025Q3: 14,680 shares; 2025Q4: 14,577 shares; 2026Q1: 12,519 shares; 2026Q2: 12,530 shares; 2026Q3: 12,045 shares 12,045 $1.19M 0.18% -485 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,584 shares; 2025Q1: 4,577 shares; 2025Q2: 4,984 shares; 2025Q3: 5,185 shares; 2025Q4: 4,802 shares; 2026Q1: 5,048 shares; 2026Q2: 4,208 shares; 2026Q3: 2,308 shares 2,308 $1.18M 0.18% -1,900 Timeline AVSF 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; 2024Q4: 30,900 shares; 2025Q1: 31,458 shares; 2025Q2: 32,879 shares; 2025Q3: 35,021 shares; 2025Q4: 39,506 shares; 2026Q1: 35,936 shares; 2026Q2: 29,879 shares; 2026Q3: 24,778 shares 24,778 $1.13M 0.17% -5,101 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,559 shares; 2025Q1: 17,694 shares; 2025Q2: 18,019 shares; 2025Q3: 18,627 shares; 2025Q4: 21,887 shares; 2026Q1: 20,568 shares; 2026Q2: 20,639 shares; 2026Q3: 20,683 shares 20,683 $1.09M 0.17% +44 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,332 shares; 2025Q1: 3,234 shares; 2025Q2: 3,235 shares; 2025Q3: 3,397 shares; 2025Q4: 3,460 shares; 2026Q1: 3,421 shares; 2026Q2: 3,436 shares; 2026Q3: 3,145 shares 3,145 $1.08M 0.17% -291 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,006 shares; 2026Q1: 3,006 shares; 2026Q2: 2,832 shares; 2026Q3: 2,832 shares 2,832 $1.01M 0.15% 0 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; 2024Q4: 2,131 shares; 2025Q1: not reported; 2025Q2: 2,080 shares; 2025Q3: 2,083 shares; 2025Q4: 11,104 shares; 2026Q1: 8,142 shares; 2026Q2: 7,771 shares; 2026Q3: 7,787 shares 7,787 $997K 0.15% +16 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,089 shares; 2025Q1: 16,805 shares; 2025Q2: 17,123 shares; 2025Q3: 16,965 shares; 2025Q4: 17,436 shares; 2026Q1: 11,610 shares; 2026Q2: 6,330 shares; 2026Q3: 6,028 shares 6,028 $936K 0.14% -302 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; 2024Q4: 20,203 shares; 2025Q1: 21,158 shares; 2025Q2: 21,206 shares; 2025Q3: 20,605 shares; 2025Q4: 20,883 shares; 2026Q1: 18,337 shares; 2026Q2: 15,276 shares; 2026Q3: 14,847 shares 14,847 $881K 0.13% -429 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,700 shares; 2025Q1: 45,862 shares; 2025Q2: 43,555 shares; 2025Q3: 57,706 shares; 2025Q4: 56,104 shares; 2026Q1: 34,061 shares; 2026Q2: 26,375 shares; 2026Q3: 17,009 shares 17,009 $871K 0.13% -9,366 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; 2024Q4: 1,439 shares; 2025Q1: 1,439 shares; 2025Q2: 1,693 shares; 2025Q3: 1,932 shares; 2025Q4: 1,818 shares; 2026Q1: 1,819 shares; 2026Q2: 1,156 shares; 2026Q3: 1,156 shares 1,156 $855K 0.13% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,629 shares; 2025Q1: 6,997 shares; 2025Q2: 7,000 shares; 2025Q3: 7,945 shares; 2025Q4: 16,106 shares; 2026Q1: 15,547 shares; 2026Q2: 14,002 shares; 2026Q3: 13,858 shares 13,858 $852K 0.13% -144 Timeline SCOR COMSCORE INC More: the full row for COMSCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126,656 shares; 2025Q1: 126,656 shares; 2025Q2: 126,656 shares; 2025Q3: 126,656 shares; 2025Q4: 126,656 shares; 2026Q1: 126,656 shares; 2026Q2: 126,656 shares; 2026Q3: 166,656 shares 166,656 $781K 0.12% +40,000 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; 2024Q4: 45,622 shares; 2025Q1: 54,071 shares; 2025Q2: 66,625 shares; 2025Q3: 69,528 shares; 2025Q4: 77,046 shares; 2026Q1: 59,616 shares; 2026Q2: 32,847 shares; 2026Q3: 19,412 shares 19,412 $779K 0.12% -13,435 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,780 shares; 2025Q1: 14,870 shares; 2025Q2: 21,432 shares; 2025Q3: 21,064 shares; 2025Q4: 21,739 shares; 2026Q1: 20,868 shares; 2026Q2: 18,637 shares; 2026Q3: 14,976 shares 14,976 $755K 0.12% -3,661 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,246 shares; 2025Q1: 5,641 shares; 2025Q2: 6,170 shares; 2025Q3: 6,416 shares; 2025Q4: 6,485 shares; 2026Q1: 6,435 shares; 2026Q2: 6,495 shares; 2026Q3: 7,317 shares 7,317 $729K 0.11% +822 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,987 shares; 2025Q1: 12,047 shares; 2025Q2: 12,104 shares; 2025Q3: 12,165 shares; 2025Q4: 12,229 shares; 2026Q1: 12,291 shares; 2026Q2: 12,360 shares; 2026Q3: 12,419 shares 12,419 $728K 0.11% +59 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; 2024Q4: 2,673 shares; 2025Q1: 2,630 shares; 2025Q2: 3,162 shares; 2025Q3: 3,417 shares; 2025Q4: 3,262 shares; 2026Q1: 3,262 shares; 2026Q2: 2,309 shares; 2026Q3: 2,127 shares 2,127 $704K 0.11% -182 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,235 shares; 2026Q2: 4,235 shares; 2026Q3: 4,211 shares 4,211 $702K 0.11% -24 Timeline DFA INVT DIMENSIONS GROUP IN DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,709 shares 16,709 $700K 0.11% new AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,890 shares; 2025Q1: 16,013 shares; 2025Q2: 16,042 shares; 2025Q3: 16,694 shares; 2025Q4: 17,154 shares; 2026Q1: 11,280 shares; 2026Q2: 9,236 shares; 2026Q3: 7,397 shares 7,397 $699K 0.11% -1,839 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; 2024Q4: 8,307 shares; 2025Q1: 8,336 shares; 2025Q2: 8,170 shares; 2025Q3: 8,166 shares; 2025Q4: 9,610 shares; 2026Q1: 7,660 shares; 2026Q2: 6,695 shares; 2026Q3: 6,759 shares 6,759 $684K 0.1% +64 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,841 shares; 2025Q3: 1,758 shares; 2025Q4: 3,287 shares; 2026Q1: 5,799 shares; 2026Q2: 4,951 shares; 2026Q3: 4,952 shares 4,952 $671K 0.1% +1 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,690 shares; 2025Q1: 15,783 shares; 2025Q2: 15,803 shares; 2025Q3: 16,588 shares; 2025Q4: 16,840 shares; 2026Q1: 15,627 shares; 2026Q2: 15,234 shares; 2026Q3: 13,353 shares 13,353 $664K 0.1% -1,881 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,404 shares; 2025Q1: 11,829 shares; 2025Q2: 11,897 shares; 2025Q3: 11,991 shares; 2025Q4: 12,678 shares; 2026Q1: 16,002 shares; 2026Q2: 16,044 shares; 2026Q3: 15,494 shares 15,494 $657K 0.1% -550 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,342 shares; 2025Q1: 6,383 shares; 2025Q2: 6,446 shares; 2025Q3: 8,895 shares; 2025Q4: 10,523 shares; 2026Q1: 10,931 shares; 2026Q2: 8,856 shares; 2026Q3: 8,052 shares 8,052 $654K 0.1% -804 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; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,630 shares; 2025Q4: 1,586 shares; 2026Q1: 1,586 shares; 2026Q2: 1,718 shares; 2026Q3: 1,718 shares 1,718 $643K 0.1% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,157 shares; 2026Q2: 11,839 shares; 2026Q3: 14,080 shares 14,080 $637K 0.1% +2,241 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,483 shares; 2025Q1: 4,426 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,179 shares; 2026Q1: 2,324 shares; 2026Q2: 2,304 shares; 2026Q3: 2,248 shares 2,248 $622K 0.1% -56 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,295 shares; 2025Q1: 8,339 shares; 2025Q2: 17,828 shares; 2025Q3: 17,978 shares; 2025Q4: 17,842 shares; 2026Q1: 17,944 shares; 2026Q2: 18,095 shares; 2026Q3: 12,826 shares 12,826 $607K 0.09% -5,269 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,874 shares; 2026Q1: 5,874 shares; 2026Q2: 5,874 shares; 2026Q3: 5,024 shares 5,024 $604K 0.09% -850 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,964 shares; 2025Q1: 21,972 shares; 2025Q2: 21,691 shares; 2025Q3: 21,908 shares; 2025Q4: 24,383 shares; 2026Q1: 21,093 shares; 2026Q2: 13,727 shares; 2026Q3: 11,824 shares 11,824 $585K 0.09% -1,903 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,372 shares; 2026Q3: 2,508 shares 2,508 $557K 0.09% +136 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,419 shares; 2025Q3: 1,467 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares; 2026Q2: 1,660 shares; 2026Q3: 1,583 shares 1,583 $556K 0.08% -77 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,748 shares; 2026Q3: 1,748 shares 1,748 $555K 0.08% 0 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,296 shares; 2025Q2: 4,296 shares; 2025Q3: 10,044 shares; 2025Q4: 11,182 shares; 2026Q1: 9,576 shares; 2026Q2: 11,500 shares; 2026Q3: 10,803 shares 10,803 $552K 0.08% -697 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,435 shares; 2025Q1: 1,447 shares; 2025Q2: 1,419 shares; 2025Q3: 1,423 shares; 2025Q4: 1,306 shares; 2026Q1: 1,321 shares; 2026Q2: 1,264 shares; 2026Q3: 1,265 shares 1,265 $526K 0.08% +1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,385 shares; 2025Q1: 3,385 shares; 2025Q2: 3,375 shares; 2025Q3: 3,358 shares; 2025Q4: 3,358 shares; 2026Q1: 3,473 shares; 2026Q2: 3,358 shares; 2026Q3: 2,240 shares 2,240 $517K 0.08% -1,118 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,874 shares; 2025Q1: 12,620 shares; 2025Q2: 13,054 shares; 2025Q3: 12,817 shares; 2025Q4: 13,979 shares; 2026Q1: 11,889 shares; 2026Q2: 10,614 shares; 2026Q3: 9,386 shares 9,386 $517K 0.08% -1,228 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,721 shares; 2026Q2: 9,994 shares; 2026Q3: 9,876 shares 9,876 $514K 0.08% -118 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,760 shares; 2026Q2: 10,760 shares; 2026Q3: 10,760 shares 10,760 $509K 0.08% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,534 shares; 2025Q1: 2,424 shares; 2025Q2: 2,622 shares; 2025Q3: 2,544 shares; 2025Q4: 2,467 shares; 2026Q1: 2,473 shares; 2026Q2: 2,479 shares; 2026Q3: 2,485 shares 2,485 $507K 0.08% +6 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; 2024Q4: 4,055 shares; 2025Q1: 4,096 shares; 2025Q2: 4,686 shares; 2025Q3: 4,246 shares; 2025Q4: 4,641 shares; 2026Q1: 2,082 shares; 2026Q2: 1,250 shares; 2026Q3: 1,404 shares 1,404 $494K 0.08% +154 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,143 shares; 2025Q1: 1,193 shares; 2025Q2: 1,197 shares; 2025Q3: 1,197 shares; 2025Q4: 1,200 shares; 2026Q1: 1,191 shares; 2026Q2: 1,214 shares; 2026Q3: 1,185 shares 1,185 $420K 0.06% -29 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,667 shares; 2025Q1: 3,667 shares; 2025Q2: 3,767 shares; 2025Q3: 3,767 shares; 2025Q4: 3,787 shares; 2026Q1: 3,787 shares; 2026Q2: 3,787 shares; 2026Q3: 3,787 shares 3,787 $420K 0.06% 0 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,633 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 2,463 shares; 2026Q1: 5,945 shares; 2026Q2: 5,945 shares; 2026Q3: 5,945 shares 5,945 $403K 0.06% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,583 shares; 2026Q1: 5,264 shares; 2026Q2: 5,265 shares; 2026Q3: 5,267 shares 5,267 $401K 0.06% +2 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,455 shares; 2026Q1: 2,127 shares; 2026Q2: 2,142 shares; 2026Q3: 2,138 shares 2,138 $397K 0.06% -4 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,064 shares; 2025Q2: 1,859 shares; 2025Q3: 1,896 shares; 2025Q4: 2,806 shares; 2026Q1: 2,301 shares; 2026Q2: 2,226 shares; 2026Q3: 2,131 shares 2,131 $377K 0.06% -95 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,731 shares; 2025Q1: 7,093 shares; 2025Q2: 7,207 shares; 2025Q3: 6,988 shares; 2025Q4: 7,205 shares; 2026Q1: 6,694 shares; 2026Q2: 4,443 shares; 2026Q3: 4,443 shares 4,443 $375K 0.06% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,075 shares; 2025Q1: 15,765 shares; 2025Q2: 17,182 shares; 2025Q3: 15,246 shares; 2025Q4: 17,373 shares; 2026Q1: 14,772 shares; 2026Q2: 6,780 shares; 2026Q3: 5,327 shares 5,327 $374K 0.06% -1,453 Timeline VIOO 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; 2024Q4: 2,288 shares; 2025Q1: 2,223 shares; 2025Q2: 2,223 shares; 2025Q3: 2,223 shares; 2025Q4: 3,856 shares; 2026Q1: 3,533 shares; 2026Q2: 2,920 shares; 2026Q3: 2,920 shares 2,920 $369K 0.06% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,305 shares; 2025Q3: not reported; 2025Q4: 1,305 shares; 2026Q1: 1,305 shares; 2026Q2: 1,303 shares; 2026Q3: 1,303 shares 1,303 $368K 0.06% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,321 shares; 2025Q3: 2,912 shares; 2025Q4: 3,209 shares; 2026Q1: 3,212 shares; 2026Q2: 3,216 shares; 2026Q3: 3,220 shares 3,220 $361K 0.06% +4 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,290 shares; 2025Q1: 4,363 shares; 2025Q2: 6,558 shares; 2025Q3: 4,305 shares; 2025Q4: 6,624 shares; 2026Q1: 6,167 shares; 2026Q2: 4,165 shares; 2026Q3: 4,165 shares 4,165 $338K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,244 shares; 2026Q2: 13,040 shares; 2026Q3: 8,449 shares 8,449 $330K 0.05% -4,591 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,048 shares; 2026Q3: 1,048 shares 1,048 $327K 0.05% 0 Timeline AVDS 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,696 shares; 2025Q4: 3,743 shares; 2026Q1: 3,938 shares; 2026Q2: 3,982 shares; 2026Q3: 4,075 shares 4,075 $318K 0.05% +93 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,514 shares; 2026Q2: 2,180 shares; 2026Q3: 2,000 shares 2,000 $293K 0.04% -180 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,326 shares; 2026Q3: 4,326 shares 4,326 $285K 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,699 shares; 2025Q3: 1,649 shares; 2025Q4: 1,665 shares; 2026Q1: 1,665 shares; 2026Q2: 1,530 shares; 2026Q3: 787 shares 787 $283K 0.04% -743 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,286 shares; 2025Q1: 1,287 shares; 2025Q2: 1,288 shares; 2025Q3: 1,290 shares; 2025Q4: 1,291 shares; 2026Q1: 1,292 shares; 2026Q2: 1,223 shares; 2026Q3: 1,224 shares 1,224 $279K 0.04% +1 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,191 shares; 2025Q3: 7,242 shares; 2025Q4: 7,474 shares; 2026Q1: 8,547 shares; 2026Q2: 7,635 shares; 2026Q3: 7,635 shares 7,635 $278K 0.04% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,188 shares; 2025Q3: 3,188 shares; 2025Q4: 3,188 shares; 2026Q1: 2,805 shares; 2026Q2: 2,805 shares; 2026Q3: 2,805 shares 2,805 $278K 0.04% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,955 shares; 2026Q2: 5,458 shares; 2026Q3: 5,561 shares 5,561 $268K 0.04% +103 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 436 shares; 2026Q1: 437 shares; 2026Q2: 409 shares; 2026Q3: 409 shares 409 $268K 0.04% 0 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; 2024Q4: 1,048 shares; 2025Q1: 1,048 shares; 2025Q2: 1,315 shares; 2025Q3: 1,026 shares; 2025Q4: 1,312 shares; 2026Q1: 1,313 shares; 2026Q2: 1,299 shares; 2026Q3: 1,198 shares 1,198 $263K 0.04% -101 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,913 shares; 2025Q1: 1,913 shares; 2025Q2: 1,909 shares; 2025Q3: 1,519 shares; 2025Q4: not reported; 2026Q1: 1,799 shares; 2026Q2: 1,799 shares; 2026Q3: 2,047 shares 2,047 $259K 0.04% +248 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,792 shares; 2026Q2: 12,792 shares; 2026Q3: 12,792 shares 12,792 $257K 0.04% 0 Timeline PICB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,469 shares; 2025Q3: 12,333 shares; 2025Q4: 24,889 shares; 2026Q1: 12,541 shares; 2026Q2: 11,548 shares; 2026Q3: 11,548 shares 11,548 $257K 0.04% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,792 shares; 2025Q1: 28,087 shares; 2025Q2: 16,308 shares; 2025Q3: 15,122 shares; 2025Q4: 26,727 shares; 2026Q1: 11,099 shares; 2026Q2: 3,774 shares; 2026Q3: 2,492 shares 2,492 $252K 0.04% -1,282 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,752 shares; 2025Q4: 6,826 shares; 2026Q1: 6,806 shares; 2026Q2: 4,674 shares; 2026Q3: 4,670 shares 4,670 $247K 0.04% -4 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,223 shares; 2026Q2: 976 shares; 2026Q3: 922 shares 922 $244K 0.04% -54 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 371 shares; 2026Q2: 371 shares; 2026Q3: 371 shares 371 $238K 0.04% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,771 shares; 2025Q1: 7,607 shares; 2025Q2: 7,607 shares; 2025Q3: 7,529 shares; 2025Q4: 7,261 shares; 2026Q1: 7,231 shares; 2026Q2: 7,231 shares; 2026Q3: 7,231 shares 7,231 $231K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199 shares; 2026Q1: not reported; 2026Q2: 217 shares; 2026Q3: 199 shares 199 $230K 0.04% -18 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 589 shares 589 $228K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: 475 shares; 2026Q2: 475 shares; 2026Q3: 475 shares 475 $225K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 800 shares 800 $224K 0.03% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 223 shares 223 $223K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 230 shares; 2026Q3: 230 shares 230 $219K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 959 shares 959 $213K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 524 shares 524 $207K 0.03% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 579 shares; 2025Q1: 567 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 536 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 373 shares 373 $206K 0.03% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,452 shares; 2026Q1: 2,300 shares; 2026Q2: 2,116 shares; 2026Q3: 2,116 shares 2,116 $205K 0.03% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,068 shares; 2026Q3: 6,068 shares 6,068 $204K 0.03% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,509 shares; 2025Q1: 1,547 shares; 2025Q2: 1,925 shares; 2025Q3: 1,933 shares; 2025Q4: 1,890 shares; 2026Q1: 1,898 shares; 2026Q2: 1,699 shares; 2026Q3: 1,041 shares 1,041 $204K 0.03% -658 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,980 shares; 2025Q4: 4,819 shares; 2026Q1: 3,968 shares; 2026Q2: 2,892 shares; 2026Q3: 2,498 shares 2,498 $203K 0.03% -394 Timeline ABOS ACUMEN PHARMACEUTICALS INC More: the full row for ACUMEN PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 16,500 shares; 2025Q4: 16,500 shares; 2026Q1: 16,500 shares; 2026Q2: 16,500 shares; 2026Q3: 16,500 shares 16,500 $36.6K 0.01% 0 Timeline