BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,705 shares; 2024Q4: 269,533 shares; 2025Q1: 652,901 shares; 2025Q2: 699,924 shares; 2025Q3: 877,903 shares; 2025Q4: 945,773 shares; 2026Q1: 966,958 shares; 2026Q2: 1,038,714 shares 1,038,714 $79.7M 13.23% +71,756 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260,959 shares; 2024Q4: 1,365,230 shares; 2025Q1: 1,637,240 shares; 2025Q2: 1,658,862 shares; 2025Q3: 1,867,982 shares; 2025Q4: 2,001,272 shares; 2026Q1: 2,132,136 shares; 2026Q2: 2,392,376 shares 2,392,376 $63.4M 10.54% +260,240 Timeline SPMO 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: 293,274 shares; 2024Q4: 311,213 shares; 2025Q1: 407,197 shares; 2025Q2: 423,841 shares; 2025Q3: 370,351 shares; 2025Q4: 376,333 shares; 2026Q1: 359,290 shares; 2026Q2: 330,159 shares 330,159 $53.3M 8.86% -29,131 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,386 shares; 2024Q4: 176,570 shares; 2025Q1: 739,028 shares; 2025Q2: 797,374 shares; 2025Q3: 868,889 shares; 2025Q4: 904,049 shares; 2026Q1: 1,196,985 shares; 2026Q2: 1,342,182 shares 1,342,182 $48.6M 8.07% +145,197 Timeline SPHQ 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: 506,293 shares; 2024Q4: 522,470 shares; 2025Q1: 601,240 shares; 2025Q2: 613,851 shares; 2025Q3: 622,595 shares; 2025Q4: 623,937 shares; 2026Q1: 520,845 shares; 2026Q2: 535,311 shares 535,311 $48.2M 8.01% +14,466 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: 284,128 shares; 2024Q4: 264,376 shares; 2025Q1: 179,203 shares; 2025Q2: 223,030 shares; 2025Q3: 235,460 shares; 2025Q4: 244,033 shares; 2026Q1: 456,402 shares; 2026Q2: 512,323 shares 512,323 $45.7M 7.59% +55,921 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; 2024Q3: 399,608 shares; 2024Q4: 364,448 shares; 2025Q1: 100,849 shares; 2025Q2: 104,279 shares; 2025Q3: 107,564 shares; 2025Q4: 108,209 shares; 2026Q1: 569,480 shares; 2026Q2: 604,094 shares 604,094 $25.8M 4.28% +34,614 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,626 shares; 2024Q4: 10,075 shares; 2025Q1: 55,994 shares; 2025Q2: 242,199 shares; 2025Q3: 379,152 shares; 2025Q4: 394,554 shares; 2026Q1: 511,390 shares; 2026Q2: 439,827 shares 439,827 $22.2M 3.69% -71,563 Timeline JIRE 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: 435,841 shares; 2024Q4: 431,097 shares; 2025Q1: 324,082 shares; 2025Q2: 310,510 shares; 2025Q3: 289,968 shares; 2025Q4: 281,619 shares; 2026Q1: 274,475 shares; 2026Q2: 250,069 shares 250,069 $20.6M 3.43% -24,406 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: 248,285 shares; 2024Q4: 234,639 shares; 2025Q1: 167,285 shares; 2025Q2: 173,428 shares; 2025Q3: 173,241 shares; 2025Q4: 171,786 shares; 2026Q1: 131,416 shares; 2026Q2: 135,283 shares 135,283 $16.9M 2.8% +3,867 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,158 shares; 2024Q4: 77,152 shares; 2025Q1: 76,772 shares; 2025Q2: 74,135 shares; 2025Q3: 72,891 shares; 2025Q4: 70,775 shares; 2026Q1: 69,163 shares; 2026Q2: 67,575 shares 67,575 $16M 2.66% -1,588 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,616 shares; 2025Q1: 95,809 shares; 2025Q2: 99,457 shares; 2025Q3: 102,573 shares; 2025Q4: 102,962 shares; 2026Q1: 97,708 shares; 2026Q2: 93,073 shares 93,073 $15.8M 2.63% -4,635 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160,917 shares; 2026Q2: 172,975 shares 172,975 $13.9M 2.31% +12,058 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,542 shares; 2024Q4: 137,374 shares; 2025Q1: 152,064 shares; 2025Q2: 149,636 shares; 2025Q3: 145,120 shares; 2025Q4: 141,353 shares; 2026Q1: 141,738 shares; 2026Q2: 139,946 shares 139,946 $13.7M 2.28% -1,792 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,162 shares; 2026Q2: 110,454 shares 110,454 $10.3M 1.72% +6,292 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: 30,759 shares; 2024Q4: 30,267 shares; 2025Q1: 29,406 shares; 2025Q2: 28,252 shares; 2025Q3: 27,648 shares; 2025Q4: 27,345 shares; 2026Q1: 26,241 shares; 2026Q2: 103,618 shares 103,618 $8.35M 1.39% +77,377 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: 31,799 shares; 2024Q4: 30,808 shares; 2025Q1: 28,557 shares; 2025Q2: 26,161 shares; 2025Q3: 25,032 shares; 2025Q4: 24,708 shares; 2026Q1: 23,825 shares; 2026Q2: 23,607 shares 23,607 $7.16M 1.19% -218 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,546 shares; 2024Q4: 242,663 shares; 2025Q1: 245,336 shares; 2025Q2: 256,635 shares; 2025Q3: 252,410 shares; 2025Q4: 232,137 shares; 2026Q1: 230,294 shares; 2026Q2: 224,202 shares 224,202 $7.11M 1.18% -6,092 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,266 shares; 2024Q4: 170,372 shares; 2025Q1: 161,032 shares; 2025Q2: 158,593 shares; 2025Q3: 151,477 shares; 2025Q4: 148,998 shares; 2026Q1: 145,778 shares; 2026Q2: 144,342 shares 144,342 $5.32M 0.88% -1,436 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: 7,152 shares; 2024Q4: 7,530 shares; 2025Q1: 6,712 shares; 2025Q2: 7,003 shares; 2025Q3: 7,076 shares; 2025Q4: 6,965 shares; 2026Q1: 6,807 shares; 2026Q2: 6,746 shares 6,746 $4.63M 0.77% -61 Timeline ONEY 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: 35,117 shares; 2024Q4: 35,147 shares; 2025Q1: 35,699 shares; 2025Q2: 36,674 shares; 2025Q3: 36,701 shares; 2025Q4: 36,060 shares; 2026Q1: 35,905 shares; 2026Q2: 34,958 shares 34,958 $4.48M 0.74% -947 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: 41,032 shares; 2024Q4: 41,582 shares; 2025Q1: 39,091 shares; 2025Q2: 37,846 shares; 2025Q3: 39,140 shares; 2025Q4: 39,143 shares; 2026Q1: 39,858 shares; 2026Q2: 40,807 shares 40,807 $4.04M 0.67% +949 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,748 shares; 2024Q4: 9,857 shares; 2025Q1: 8,777 shares; 2025Q2: 35,333 shares; 2025Q3: 35,003 shares; 2025Q4: 34,167 shares; 2026Q1: 34,354 shares; 2026Q2: 35,744 shares 35,744 $3.34M 0.55% +1,390 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,681 shares; 2024Q4: 37,428 shares; 2025Q1: 36,527 shares; 2025Q2: 35,352 shares; 2025Q3: 34,092 shares; 2025Q4: 32,701 shares; 2026Q1: 32,553 shares; 2026Q2: 32,390 shares 32,390 $2.77M 0.46% -163 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: 9,970 shares; 2024Q4: 10,177 shares; 2025Q1: 7,812 shares; 2025Q2: 8,736 shares; 2025Q3: 8,448 shares; 2025Q4: 8,962 shares; 2026Q1: 8,442 shares; 2026Q2: 9,004 shares 9,004 $2.61M 0.43% +562 Timeline LDUR 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: 11,280 shares; 2024Q4: 13,601 shares; 2025Q1: 14,329 shares; 2025Q2: 14,373 shares; 2025Q3: 19,247 shares; 2025Q4: 22,049 shares; 2026Q1: 25,814 shares; 2026Q2: 25,588 shares 25,588 $2.45M 0.41% -226 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,510 shares; 2026Q2: 6,510 shares 6,510 $2.05M 0.34% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,222 shares; 2025Q4: 2,788 shares; 2026Q1: 949 shares; 2026Q2: 1,739 shares 1,739 $2.01M 0.33% +790 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,272 shares; 2024Q4: 2,785 shares; 2025Q1: 2,909 shares; 2025Q2: 3,089 shares; 2025Q3: 3,042 shares; 2025Q4: 3,039 shares; 2026Q1: 3,230 shares; 2026Q2: 2,666 shares 2,666 $1.96M 0.33% -564 Timeline XMHQ 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: 231,080 shares; 2024Q4: 219,812 shares; 2025Q1: 135,440 shares; 2025Q2: 139,452 shares; 2025Q3: 141,467 shares; 2025Q4: 142,614 shares; 2026Q1: 19,567 shares; 2026Q2: 15,301 shares 15,301 $1.73M 0.29% -4,266 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: 25,144 shares; 2024Q4: 23,340 shares; 2025Q1: 22,058 shares; 2025Q2: 20,098 shares; 2025Q3: 19,320 shares; 2025Q4: 18,984 shares; 2026Q1: 19,059 shares; 2026Q2: 18,966 shares 18,966 $1.57M 0.26% -93 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,046 shares; 2024Q4: 3,187 shares; 2025Q1: 6,957 shares; 2025Q2: 6,251 shares; 2025Q3: 9,933 shares; 2025Q4: 20,916 shares; 2026Q1: 25,107 shares; 2026Q2: 33,555 shares 33,555 $1.52M 0.25% +8,448 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: 21,716 shares; 2024Q4: 17,258 shares; 2025Q1: 18,668 shares; 2025Q2: 11,703 shares; 2025Q3: 11,703 shares; 2025Q4: 11,703 shares; 2026Q1: 12,903 shares; 2026Q2: 29,648 shares 29,648 $1.5M 0.25% +16,745 Timeline FLJH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,474 shares; 2025Q1: 317,272 shares; 2025Q2: 316,322 shares; 2025Q3: 273,506 shares; 2025Q4: 271,884 shares; 2026Q1: 32,545 shares; 2026Q2: 31,973 shares 31,973 $1.46M 0.24% -572 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: 4,576 shares; 2024Q4: 4,334 shares; 2025Q1: not reported; 2025Q2: 4,776 shares; 2025Q3: 4,100 shares; 2025Q4: 3,428 shares; 2026Q1: 2,901 shares; 2026Q2: 6,923 shares 6,923 $1.39M 0.23% +4,022 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: 8,642 shares; 2024Q4: 8,642 shares; 2025Q1: 8,642 shares; 2025Q2: 8,640 shares; 2025Q3: 9,067 shares; 2025Q4: 9,067 shares; 2026Q1: 9,878 shares; 2026Q2: 9,879 shares 9,879 $1.35M 0.22% +1 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: 1,622 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 3,025 shares; 2025Q4: 1,640 shares; 2026Q1: not reported; 2026Q2: 2,281 shares 2,281 $1.33M 0.22% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,787 shares; 2025Q4: 2,936 shares; 2026Q1: 1,040 shares; 2026Q2: 2,016 shares 2,016 $1.29M 0.21% +976 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 675 shares; 2025Q3: 445 shares; 2025Q4: 373 shares; 2026Q1: 237 shares; 2026Q2: 1,068 shares 1,068 $1.25M 0.21% +831 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,831 shares; 2024Q4: 39,506 shares; 2025Q1: 37,208 shares; 2025Q2: 32,408 shares; 2025Q3: 31,197 shares; 2025Q4: 29,619 shares; 2026Q1: 29,057 shares; 2026Q2: 28,786 shares 28,786 $1.04M 0.17% -271 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,433 shares; 2026Q2: 18,137 shares 18,137 $1.02M 0.17% +1,704 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 983 shares; 2025Q2: 1,282 shares; 2025Q3: 2,838 shares; 2025Q4: 1,991 shares; 2026Q1: 3,054 shares; 2026Q2: 4,372 shares 4,372 $986K 0.16% +1,318 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: 2,197 shares; 2024Q4: 2,275 shares; 2025Q1: not reported; 2025Q2: 2,560 shares; 2025Q3: 1,070 shares; 2025Q4: 2,260 shares; 2026Q1: 1,343 shares; 2026Q2: 4,106 shares 4,106 $979K 0.16% +2,763 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,505 shares; 2024Q4: 16,742 shares; 2025Q1: 16,754 shares; 2025Q2: 12,806 shares; 2025Q3: 12,540 shares; 2025Q4: 12,067 shares; 2026Q1: 12,009 shares; 2026Q2: 11,904 shares 11,904 $975K 0.16% -105 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,388 shares; 2024Q4: 35,076 shares; 2025Q1: 36,066 shares; 2025Q2: 36,309 shares; 2025Q3: 36,548 shares; 2025Q4: 36,852 shares; 2026Q1: 37,007 shares; 2026Q2: 38,267 shares 38,267 $924K 0.15% +1,260 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: 3,435 shares; 2024Q4: 2,830 shares; 2025Q1: 2,565 shares; 2025Q2: 2,574 shares; 2025Q3: 2,579 shares; 2025Q4: 2,545 shares; 2026Q1: 2,493 shares; 2026Q2: 2,479 shares 2,479 $917K 0.15% -14 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,322 shares; 2024Q4: 20,588 shares; 2025Q1: 19,317 shares; 2025Q2: 18,821 shares; 2025Q3: 18,621 shares; 2025Q4: 17,508 shares; 2026Q1: 17,302 shares; 2026Q2: 17,243 shares 17,243 $893K 0.15% -59 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,769 shares; 2024Q4: 1,761 shares; 2025Q1: 1,753 shares; 2025Q2: 1,741 shares; 2025Q3: 1,737 shares; 2025Q4: 1,735 shares; 2026Q1: 1,716 shares; 2026Q2: 6,783 shares 6,783 $842K 0.14% +5,067 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 reported; 2024Q4: 2,279 shares; 2025Q1: not reported; 2025Q2: 2,610 shares; 2025Q3: not reported; 2025Q4: 2,626 shares; 2026Q1: 832 shares; 2026Q2: 2,281 shares 2,281 $806K 0.13% +1,449 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: 1,956 shares; 2024Q4: 2,637 shares; 2025Q1: 1,333 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,262 shares; 2026Q1: 1,518 shares; 2026Q2: 1,518 shares 1,518 $760K 0.13% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275 shares 275 $625K 0.1% 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: 377 shares; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 415 shares; 2026Q1: not reported; 2026Q2: 521 shares 521 $625K 0.1% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,440 shares 2,440 $623K 0.1% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,719 shares; 2024Q4: 2,616 shares; 2025Q1: 2,673 shares; 2025Q2: 2,654 shares; 2025Q3: 2,661 shares; 2025Q4: 2,670 shares; 2026Q1: 2,479 shares; 2026Q2: 2,486 shares 2,486 $604K 0.1% +7 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: 1,218 shares; 2024Q4: 1,809 shares; 2025Q1: not reported; 2025Q2: 1,654 shares; 2025Q3: 1,364 shares; 2025Q4: 1,980 shares; 2026Q1: not reported; 2026Q2: 1,568 shares 1,568 $592K 0.1% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,723 shares; 2025Q4: 3,079 shares; 2026Q1: not reported; 2026Q2: 5,199 shares 5,199 $589K 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: 5,413 shares; 2024Q4: 5,413 shares; 2025Q1: 4,723 shares; 2025Q2: 4,364 shares; 2025Q3: 4,309 shares; 2025Q4: 4,305 shares; 2026Q1: 5,022 shares; 2026Q2: 5,022 shares 5,022 $569K 0.09% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,903 shares 1,903 $567K 0.09% new Timeline SCHR 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: 9,117 shares; 2024Q4: 18,460 shares; 2025Q1: 19,405 shares; 2025Q2: 19,595 shares; 2025Q3: 19,786 shares; 2025Q4: 20,036 shares; 2026Q1: 22,626 shares; 2026Q2: 22,848 shares 22,848 $563K 0.09% +222 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,843 shares; 2025Q2: 1,639 shares; 2025Q3: 1,521 shares; 2025Q4: 1,503 shares; 2026Q1: 1,573 shares; 2026Q2: 1,547 shares 1,547 $546K 0.09% -26 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: 6,998 shares; 2024Q4: 6,749 shares; 2025Q1: 5,545 shares; 2025Q2: 5,466 shares; 2025Q3: 5,388 shares; 2025Q4: 5,414 shares; 2026Q1: 5,463 shares; 2026Q2: 5,638 shares 5,638 $544K 0.09% +175 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452 shares; 2024Q4: 425 shares; 2025Q1: not reported; 2025Q2: 373 shares; 2025Q3: 490 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 576 shares 576 $539K 0.09% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,212 shares; 2025Q4: 2,587 shares; 2026Q1: 1,482 shares; 2026Q2: 4,144 shares 4,144 $524K 0.09% +2,662 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: 8,761 shares; 2024Q4: 17,737 shares; 2025Q1: 19,961 shares; 2025Q2: 18,255 shares; 2025Q3: 18,255 shares; 2025Q4: 18,543 shares; 2026Q1: 18,543 shares; 2026Q2: 18,606 shares 18,606 $515K 0.09% +63 Timeline JEPQ 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: 5,154 shares; 2024Q4: 5,094 shares; 2025Q1: 4,193 shares; 2025Q2: 5,631 shares; 2025Q3: 8,706 shares; 2025Q4: 8,104 shares; 2026Q1: 6,161 shares; 2026Q2: 8,272 shares 8,272 $508K 0.08% +2,111 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,699 shares; 2025Q3: 2,132 shares; 2025Q4: 2,243 shares; 2026Q1: not reported; 2026Q2: 4,030 shares 4,030 $470K 0.08% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,195 shares 1,195 $461K 0.08% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,834 shares; 2025Q1: 27,439 shares; 2025Q2: 18,702 shares; 2025Q3: 19,104 shares; 2025Q4: 20,346 shares; 2026Q1: 17,851 shares; 2026Q2: 10,804 shares 10,804 $432K 0.07% -7,047 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 642 shares; 2026Q1: 971 shares; 2026Q2: 1,201 shares 1,201 $429K 0.07% +230 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; 2024Q3: 2,213 shares; 2024Q4: 2,205 shares; 2025Q1: 2,161 shares; 2025Q2: 2,163 shares; 2025Q3: 2,161 shares; 2025Q4: 2,171 shares; 2026Q1: 2,159 shares; 2026Q2: 2,154 shares 2,154 $426K 0.07% -5 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,778 shares 2,778 $406K 0.07% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,209 shares 7,209 $400K 0.07% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,795 shares; 2025Q4: 3,737 shares; 2026Q1: not reported; 2026Q2: 3,933 shares 3,933 $367K 0.06% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 3,930 shares; 2026Q1: 3,975 shares; 2026Q2: 3,975 shares 3,975 $366K 0.06% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,781 shares; 2026Q1: 1,676 shares; 2026Q2: 1,676 shares 1,676 $363K 0.06% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,384 shares 1,384 $360K 0.06% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,391 shares 1,391 $356K 0.06% new 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: 2,224 shares; 2024Q4: 2,359 shares; 2025Q1: 543 shares; 2025Q2: 1,395 shares; 2025Q3: 1,080 shares; 2025Q4: 1,114 shares; 2026Q1: 1,833 shares; 2026Q2: 933 shares 933 $348K 0.06% -900 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,729 shares 2,729 $345K 0.06% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,420 shares; 2024Q4: 2,287 shares; 2025Q1: 1,079 shares; 2025Q2: 2,110 shares; 2025Q3: 1,818 shares; 2025Q4: 1,820 shares; 2026Q1: 1,124 shares; 2026Q2: 1,041 shares 1,041 $341K 0.06% -83 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 678 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 605 shares; 2025Q4: 602 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $336K 0.06% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,978 shares; 2024Q4: 25,791 shares; 2025Q1: 24,790 shares; 2025Q2: 24,791 shares; 2025Q3: 24,363 shares; 2025Q4: 24,364 shares; 2026Q1: 23,908 shares; 2026Q2: 23,883 shares 23,883 $332K 0.06% -25 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: 1,693 shares; 2024Q4: 1,694 shares; 2025Q1: 1,695 shares; 2025Q2: 1,697 shares; 2025Q3: 1,993 shares; 2025Q4: 1,986 shares; 2026Q1: 2,053 shares; 2026Q2: 1,981 shares 1,981 $328K 0.05% -72 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 376 shares 376 $323K 0.05% new 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: 4,151 shares; 2024Q4: 12,458 shares; 2025Q1: 14,715 shares; 2025Q2: 12,501 shares; 2025Q3: 10,779 shares; 2025Q4: 10,779 shares; 2026Q1: 10,779 shares; 2026Q2: 10,812 shares 10,812 $318K 0.05% +33 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,831 shares; 2024Q4: 2,832 shares; 2025Q1: 3,661 shares; 2025Q2: 2,892 shares; 2025Q3: 3,451 shares; 2025Q4: 3,228 shares; 2026Q1: 3,186 shares; 2026Q2: 3,146 shares 3,146 $317K 0.05% -40 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: 800 shares; 2024Q4: 776 shares; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 708 shares; 2025Q4: not reported; 2026Q1: 367 shares; 2026Q2: 561 shares 561 $316K 0.05% +194 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,285 shares 3,285 $316K 0.05% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,231 shares 1,231 $315K 0.05% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 683 shares 683 $314K 0.05% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 636 shares; 2025Q3: 612 shares; 2025Q4: 674 shares; 2026Q1: not reported; 2026Q2: 603 shares 603 $311K 0.05% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 630 shares 630 $305K 0.05% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 699 shares 699 $302K 0.05% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,493 shares 3,493 $296K 0.05% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,908 shares; 2024Q4: 1,908 shares; 2025Q1: 1,908 shares; 2025Q2: 1,908 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 2,010 shares; 2026Q2: 2,010 shares 2,010 $295K 0.05% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,193 shares; 2025Q3: 2,723 shares; 2025Q4: 2,723 shares; 2026Q1: 2,723 shares; 2026Q2: 2,723 shares 2,723 $293K 0.05% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,411 shares 2,411 $292K 0.05% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,109 shares; 2024Q4: 4,110 shares; 2025Q1: 3,448 shares; 2025Q2: 3,448 shares; 2025Q3: 3,448 shares; 2025Q4: 3,448 shares; 2026Q1: 3,448 shares; 2026Q2: 3,448 shares 3,448 $284K 0.05% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,475 shares; 2024Q4: 3,475 shares; 2025Q1: not reported; 2025Q2: 2,398 shares; 2025Q3: 2,398 shares; 2025Q4: 2,398 shares; 2026Q1: 2,398 shares; 2026Q2: 2,398 shares 2,398 $281K 0.05% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,164 shares; 2026Q1: 3,160 shares; 2026Q2: 3,167 shares 3,167 $263K 0.04% +7 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,949 shares 2,949 $254K 0.04% new Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,819 shares; 2026Q2: 6,018 shares 6,018 $252K 0.04% +199 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,529 shares; 2024Q4: 1,524 shares; 2025Q1: 1,335 shares; 2025Q2: not reported; 2025Q3: 1,770 shares; 2025Q4: 1,770 shares; 2026Q1: 1,860 shares; 2026Q2: 1,860 shares 1,860 $252K 0.04% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,992 shares; 2026Q2: 3,005 shares 3,005 $252K 0.04% +13 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,759 shares; 2024Q4: 2,764 shares; 2025Q1: 2,143 shares; 2025Q2: 2,158 shares; 2025Q3: 2,169 shares; 2025Q4: 2,182 shares; 2026Q1: 2,218 shares; 2026Q2: 2,238 shares 2,238 $245K 0.04% +20 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,770 shares; 2024Q4: 217,961 shares; 2025Q1: 129,239 shares; 2025Q2: 12,220 shares; 2025Q3: 10,476 shares; 2025Q4: 7,892 shares; 2026Q1: 5,083 shares; 2026Q2: 4,604 shares 4,604 $241K 0.04% -479 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares; 2026Q2: 1,289 shares 1,289 $235K 0.04% -1,211 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,050 shares; 2024Q4: 3,982 shares; 2025Q1: not reported; 2025Q2: 3,733 shares; 2025Q3: 3,821 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,151 shares 4,151 $234K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,208 shares; 2026Q1: 13,846 shares; 2026Q2: 4,644 shares 4,644 $231K 0.04% -9,202 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 485 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $229K 0.04% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 774 shares; 2025Q4: 774 shares; 2026Q1: not reported; 2026Q2: 774 shares 774 $225K 0.04% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,794 shares; 2024Q4: 3,780 shares; 2025Q1: 3,622 shares; 2025Q2: 3,619 shares; 2025Q3: 2,388 shares; 2025Q4: 2,388 shares; 2026Q1: not reported; 2026Q2: 2,152 shares 2,152 $222K 0.04% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,057 shares 4,057 $222K 0.04% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: not reported; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 559 shares 559 $220K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 411 shares; 2026Q1: not reported; 2026Q2: 2,433 shares 2,433 $210K 0.03% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,652 shares; 2024Q4: 6,555 shares; 2025Q1: 4,866 shares; 2025Q2: 4,799 shares; 2025Q3: 4,798 shares; 2025Q4: 4,794 shares; 2026Q1: 4,290 shares; 2026Q2: 4,068 shares 4,068 $206K 0.03% -222 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,110 shares; 2026Q1: 1,097 shares; 2026Q2: 1,134 shares 1,134 $205K 0.03% +37 Timeline LONZ 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: 274,206 shares; 2024Q4: 238,901 shares; 2025Q1: 32,251 shares; 2025Q2: 17,006 shares; 2025Q3: 11,738 shares; 2025Q4: 4,827 shares; 2026Q1: 4,073 shares; 2026Q2: 4,150 shares 4,150 $205K 0.03% +77 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066 shares; 2025Q4: not reported; 2026Q1: 1,072 shares; 2026Q2: 1,024 shares 1,024 $200K 0.03% -48 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: not reported; 2026Q2: 1,440 shares 1,440 $200K 0.03% new Timeline