IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,665 shares; 2024Q4: 228,460 shares; 2025Q1: 232,957 shares; 2025Q2: 234,305 shares; 2025Q3: 232,830 shares; 2025Q4: 234,619 shares; 2026Q1: 232,491 shares; 2026Q2: 227,842 shares 227,842 $171M 14.46% -4,649 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: 249,888 shares; 2024Q4: 250,583 shares; 2025Q1: 256,972 shares; 2025Q2: 259,284 shares; 2025Q3: 261,760 shares; 2025Q4: 262,647 shares; 2026Q1: 259,256 shares; 2026Q2: 1,515,767 shares 1,515,767 $131M 11.07% +1,256,511 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: 344,997 shares; 2024Q4: 349,608 shares; 2025Q1: 363,016 shares; 2025Q2: 366,230 shares; 2025Q3: 372,213 shares; 2025Q4: 382,860 shares; 2026Q1: 387,226 shares; 2026Q2: 1,527,267 shares 1,527,267 $123M 10.43% +1,140,041 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480,678 shares; 2024Q4: 491,016 shares; 2025Q1: 506,072 shares; 2025Q2: 511,708 shares; 2025Q3: 523,872 shares; 2025Q4: 539,758 shares; 2026Q1: 542,399 shares; 2026Q2: 522,479 shares 522,479 $114M 9.65% -19,920 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 848,519 shares; 2024Q4: 882,022 shares; 2025Q1: 898,509 shares; 2025Q2: 903,671 shares; 2025Q3: 904,110 shares; 2025Q4: 919,400 shares; 2026Q1: 899,157 shares; 2026Q2: 877,262 shares 877,262 $67.2M 5.69% -21,895 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838,948 shares; 2024Q4: 872,536 shares; 2025Q1: 900,352 shares; 2025Q2: 900,012 shares; 2025Q3: 908,761 shares; 2025Q4: 926,276 shares; 2026Q1: 911,468 shares; 2026Q2: 869,861 shares 869,861 $62M 5.25% -41,607 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426,651 shares; 2024Q4: 440,047 shares; 2025Q1: 456,868 shares; 2025Q2: 461,405 shares; 2025Q3: 468,577 shares; 2025Q4: 485,342 shares; 2026Q1: 486,256 shares; 2026Q2: 479,599 shares 479,599 $59.7M 5.06% -6,657 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: 591,235 shares; 2024Q4: 619,447 shares; 2025Q1: 640,669 shares; 2025Q2: 647,362 shares; 2025Q3: 652,895 shares; 2025Q4: 668,081 shares; 2026Q1: 654,368 shares; 2026Q2: 621,616 shares 621,616 $51.5M 4.36% -32,752 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,634 shares; 2024Q4: 1,235,506 shares; 2025Q1: 1,229,324 shares; 2025Q2: 1,225,655 shares; 2025Q3: 1,219,963 shares; 2025Q4: 1,215,160 shares; 2026Q1: 1,240,245 shares; 2026Q2: 1,180,275 shares 1,180,275 $39.9M 3.39% -59,970 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,082 shares; 2024Q4: 227,261 shares; 2025Q1: 224,584 shares; 2025Q2: 224,538 shares; 2025Q3: 222,960 shares; 2025Q4: 221,259 shares; 2026Q1: 218,377 shares; 2026Q2: 217,227 shares 217,227 $23.1M 1.96% -1,150 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: 244,715 shares; 2024Q4: 250,598 shares; 2025Q1: 258,995 shares; 2025Q2: 267,362 shares; 2025Q3: 272,669 shares; 2025Q4: 281,559 shares; 2026Q1: 283,357 shares; 2026Q2: 278,687 shares 278,687 $22.9M 1.95% -4,670 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: 154,951 shares; 2024Q4: 159,193 shares; 2025Q1: 165,834 shares; 2025Q2: 173,419 shares; 2025Q3: 177,415 shares; 2025Q4: 183,941 shares; 2026Q1: 185,094 shares; 2026Q2: 180,780 shares 180,780 $22.6M 1.91% -4,314 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: 82,841 shares; 2024Q4: 82,119 shares; 2025Q1: 83,614 shares; 2025Q2: 81,174 shares; 2025Q3: 79,497 shares; 2025Q4: 79,060 shares; 2026Q1: 76,985 shares; 2026Q2: 74,319 shares 74,319 $22.5M 1.91% -2,666 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: not reported; 2025Q4: 4,610 shares; 2026Q1: 16,912 shares; 2026Q2: 17,130 shares 17,130 $19.8M 1.68% +218 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,172 shares; 2024Q4: 315,062 shares; 2025Q1: 316,132 shares; 2025Q2: 317,230 shares; 2025Q3: 321,384 shares; 2025Q4: 324,195 shares; 2026Q1: 317,935 shares; 2026Q2: 318,721 shares 318,721 $17.5M 1.49% +786 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: 60,560 shares; 2024Q4: 60,472 shares; 2025Q1: 60,505 shares; 2025Q2: 59,549 shares; 2025Q3: 59,624 shares; 2025Q4: 60,086 shares; 2026Q1: 59,084 shares; 2026Q2: 58,878 shares 58,878 $14.3M 1.21% -206 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: 18,519 shares; 2024Q4: 20,772 shares; 2025Q1: 20,732 shares; 2025Q2: 21,737 shares; 2025Q3: 20,691 shares; 2025Q4: 22,812 shares; 2026Q1: 44,300 shares; 2026Q2: 43,243 shares 43,243 $12.5M 1.06% -1,057 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: 4,216 shares; 2026Q2: 4,829 shares 4,829 $11M 0.93% +613 Timeline FNDF 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: 192,988 shares; 2024Q4: 197,898 shares; 2025Q1: 199,430 shares; 2025Q2: 200,476 shares; 2025Q3: 194,769 shares; 2025Q4: 196,261 shares; 2026Q1: 192,672 shares; 2026Q2: 188,870 shares 188,870 $9.96M 0.84% -3,802 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,794 shares; 2025Q3: 2,810 shares; 2025Q4: 7,727 shares; 2026Q1: 9,008 shares; 2026Q2: 9,012 shares 9,012 $9.6M 0.81% +4 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,396 shares; 2024Q4: 61,697 shares; 2025Q1: 88,241 shares; 2025Q2: 110,148 shares; 2025Q3: 123,894 shares; 2025Q4: 147,921 shares; 2026Q1: 162,999 shares; 2026Q2: 179,805 shares 179,805 $8.18M 0.69% +16,806 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: 96,649 shares; 2024Q4: 288,965 shares; 2025Q1: 279,387 shares; 2025Q2: 285,956 shares; 2025Q3: 283,890 shares; 2025Q4: 279,943 shares; 2026Q1: 291,648 shares; 2026Q2: 272,927 shares 272,927 $8.03M 0.68% -18,721 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: 74,250 shares; 2024Q4: 228,226 shares; 2025Q1: 221,265 shares; 2025Q2: 227,463 shares; 2025Q3: 219,522 shares; 2025Q4: 216,528 shares; 2026Q1: 211,882 shares; 2026Q2: 199,216 shares 199,216 $7.35M 0.62% -12,666 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,549 shares; 2024Q4: 28,709 shares; 2025Q1: 30,793 shares; 2025Q2: 30,916 shares; 2025Q3: 31,039 shares; 2025Q4: 30,638 shares; 2026Q1: 30,736 shares; 2026Q2: 30,845 shares 30,845 $7M 0.59% +109 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: not reported; 2025Q4: 1,254 shares; 2026Q1: 10,873 shares; 2026Q2: 10,893 shares 10,893 $6.96M 0.59% +20 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,662 shares; 2025Q2: 147,842 shares; 2025Q3: 162,245 shares; 2025Q4: 150,173 shares; 2026Q1: 148,214 shares; 2026Q2: 132,800 shares 132,800 $6.61M 0.56% -15,414 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: 46,463 shares; 2024Q4: 46,272 shares; 2025Q1: 47,826 shares; 2025Q2: 50,556 shares; 2025Q3: 50,670 shares; 2025Q4: 52,451 shares; 2026Q1: 52,255 shares; 2026Q2: 48,273 shares 48,273 $6.6M 0.56% -3,982 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,319 shares; 2024Q4: 68,698 shares; 2025Q1: 68,295 shares; 2025Q2: 68,309 shares; 2025Q3: 66,912 shares; 2025Q4: 67,048 shares; 2026Q1: 66,534 shares; 2026Q2: 67,285 shares 67,285 $6.5M 0.55% +751 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,963 shares; 2024Q4: 27,104 shares; 2025Q1: 30,163 shares; 2025Q2: 30,276 shares; 2025Q3: 30,392 shares; 2025Q4: 28,612 shares; 2026Q1: 28,684 shares; 2026Q2: 28,554 shares 28,554 $6.32M 0.54% -130 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: 4,105 shares; 2024Q4: 4,117 shares; 2025Q1: 4,167 shares; 2025Q2: 4,444 shares; 2025Q3: 4,534 shares; 2025Q4: 4,744 shares; 2026Q1: 5,126 shares; 2026Q2: 8,831 shares 8,831 $6.07M 0.51% +3,705 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,008 shares; 2024Q4: 104,902 shares; 2025Q1: 105,720 shares; 2025Q2: 105,074 shares; 2025Q3: 105,445 shares; 2025Q4: 105,999 shares; 2026Q1: 111,778 shares; 2026Q2: 113,641 shares 113,641 $5.98M 0.51% +1,863 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,922 shares; 2024Q4: 109,059 shares; 2025Q1: 109,090 shares; 2025Q2: 106,965 shares; 2025Q3: 104,738 shares; 2025Q4: 104,443 shares; 2026Q1: 102,252 shares; 2026Q2: 99,074 shares 99,074 $5.91M 0.5% -3,178 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,518 shares; 2024Q4: 84,631 shares; 2025Q1: 83,995 shares; 2025Q2: 82,417 shares; 2025Q3: 80,877 shares; 2025Q4: 81,568 shares; 2026Q1: 79,983 shares; 2026Q2: 78,775 shares 78,775 $5.39M 0.46% -1,208 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,603 shares; 2025Q3: 29,326 shares; 2025Q4: 30,486 shares; 2026Q1: 29,496 shares; 2026Q2: 29,299 shares 29,299 $3.32M 0.28% -197 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,319 shares; 2024Q4: 60,111 shares; 2025Q1: 60,705 shares; 2025Q2: 60,908 shares; 2025Q3: 61,142 shares; 2025Q4: 64,344 shares; 2026Q1: 60,573 shares; 2026Q2: 60,985 shares 60,985 $3.29M 0.28% +412 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,563 shares; 2024Q4: 30,025 shares; 2025Q1: 29,778 shares; 2025Q2: 30,193 shares; 2025Q3: 29,742 shares; 2025Q4: 29,674 shares; 2026Q1: 29,511 shares; 2026Q2: 29,501 shares 29,501 $3.06M 0.26% -10 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,988 shares; 2024Q4: 17,041 shares; 2025Q1: 16,157 shares; 2025Q2: 15,192 shares; 2025Q3: 14,801 shares; 2025Q4: 14,101 shares; 2026Q1: 13,378 shares; 2026Q2: 12,422 shares 12,422 $3.06M 0.26% -956 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,305 shares; 2026Q1: 13,307 shares; 2026Q2: 13,312 shares 13,312 $3.02M 0.26% +5 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,420 shares; 2024Q4: 26,829 shares; 2025Q1: 38,705 shares; 2025Q2: 47,741 shares; 2025Q3: 41,221 shares; 2025Q4: 49,049 shares; 2026Q1: 51,417 shares; 2026Q2: 54,939 shares 54,939 $2.82M 0.24% +3,522 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,783 shares; 2026Q2: 2,796 shares 2,796 $2.62M 0.22% +13 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,848 shares; 2025Q3: 65,848 shares; 2025Q4: 65,848 shares; 2026Q1: 65,848 shares; 2026Q2: 65,848 shares 65,848 $2.59M 0.22% 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: 3,366 shares; 2026Q1: 9,151 shares; 2026Q2: 9,164 shares 9,164 $2.39M 0.2% +13 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: 5,335 shares; 2024Q4: 5,352 shares; 2025Q1: 5,878 shares; 2025Q2: 16,533 shares; 2025Q3: 16,582 shares; 2025Q4: 16,855 shares; 2026Q1: 16,062 shares; 2026Q2: 13,812 shares 13,812 $2.29M 0.19% -2,250 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,848 shares; 2024Q4: 7,823 shares; 2025Q1: 7,793 shares; 2025Q2: 7,796 shares; 2025Q3: 7,717 shares; 2025Q4: 7,846 shares; 2026Q1: 7,601 shares; 2026Q2: 7,362 shares 7,362 $2.21M 0.19% -239 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,262 shares; 2025Q3: 5,282 shares; 2025Q4: 5,306 shares; 2026Q1: 5,247 shares; 2026Q2: 5,305 shares 5,305 $2.2M 0.19% +58 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: 3,409 shares; 2024Q4: 3,295 shares; 2025Q1: 3,440 shares; 2025Q2: 3,975 shares; 2025Q3: 4,031 shares; 2025Q4: 4,920 shares; 2026Q1: 5,668 shares; 2026Q2: 5,724 shares 5,724 $2.14M 0.18% +56 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: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 1,728 shares; 2025Q2: 2,503 shares; 2025Q3: 2,480 shares; 2025Q4: 3,091 shares; 2026Q1: 4,253 shares; 2026Q2: 4,205 shares 4,205 $2.1M 0.18% -48 Timeline FNDX 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: 20,432 shares; 2024Q4: 56,502 shares; 2025Q1: 56,968 shares; 2025Q2: 64,585 shares; 2025Q3: 64,925 shares; 2025Q4: 65,487 shares; 2026Q1: 65,555 shares; 2026Q2: 65,586 shares 65,586 $2.04M 0.17% +31 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: 1,541 shares; 2025Q1: 1,542 shares; 2025Q2: 1,628 shares; 2025Q3: 1,656 shares; 2025Q4: 2,022 shares; 2026Q1: 2,922 shares; 2026Q2: 2,751 shares 2,751 $2.03M 0.17% -171 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: 4,041 shares; 2024Q4: 3,256 shares; 2025Q1: 4,027 shares; 2025Q2: 6,833 shares; 2025Q3: 6,800 shares; 2025Q4: 7,414 shares; 2026Q1: 8,718 shares; 2026Q2: 10,004 shares 10,004 $2M 0.17% +1,286 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,787 shares; 2024Q4: 4,955 shares; 2025Q1: 5,237 shares; 2025Q2: 5,157 shares; 2025Q3: 5,191 shares; 2025Q4: 4,166 shares; 2026Q1: 4,285 shares; 2026Q2: 2,627 shares 2,627 $1.96M 0.17% -1,658 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,490 shares; 2024Q4: 33,163 shares; 2025Q1: 32,517 shares; 2025Q2: 32,650 shares; 2025Q3: 32,354 shares; 2025Q4: 32,461 shares; 2026Q1: 27,889 shares; 2026Q2: 27,819 shares 27,819 $1.94M 0.16% -70 Timeline SLYV 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: 26,866 shares; 2024Q4: 26,386 shares; 2025Q1: 26,709 shares; 2025Q2: 22,330 shares; 2025Q3: 22,125 shares; 2025Q4: 22,176 shares; 2026Q1: 21,570 shares; 2026Q2: 17,342 shares 17,342 $1.89M 0.16% -4,228 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,651 shares; 2025Q3: 6,723 shares; 2025Q4: 6,762 shares; 2026Q1: 6,668 shares; 2026Q2: 6,904 shares 6,904 $1.75M 0.15% +236 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,410 shares; 2024Q4: 20,580 shares; 2025Q1: 20,441 shares; 2025Q2: 20,286 shares; 2025Q3: 19,736 shares; 2025Q4: 19,930 shares; 2026Q1: 19,025 shares; 2026Q2: 19,161 shares 19,161 $1.71M 0.14% +136 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,836 shares; 2025Q4: 18,489 shares; 2026Q1: 25,338 shares; 2026Q2: 34,472 shares 34,472 $1.7M 0.14% +9,134 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: 1,108 shares; 2024Q4: 990 shares; 2025Q1: 1,000 shares; 2025Q2: 1,252 shares; 2025Q3: 1,099 shares; 2025Q4: 1,109 shares; 2026Q1: 3,976 shares; 2026Q2: 4,516 shares 4,516 $1.48M 0.13% +540 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,630 shares; 2024Q4: 31,721 shares; 2025Q1: 32,345 shares; 2025Q2: 32,441 shares; 2025Q3: 32,529 shares; 2025Q4: 32,603 shares; 2026Q1: 32,634 shares; 2026Q2: 32,713 shares 32,713 $1.45M 0.12% +79 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: 3,644 shares; 2024Q4: 3,470 shares; 2025Q1: 3,845 shares; 2025Q2: 4,039 shares; 2025Q3: 4,156 shares; 2025Q4: 4,900 shares; 2026Q1: 4,805 shares; 2026Q2: 5,673 shares 5,673 $1.35M 0.11% +868 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,916 shares; 2026Q1: 6,372 shares; 2026Q2: 7,050 shares 7,050 $1.3M 0.11% +678 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: 622 shares; 2025Q1: 1,235 shares; 2025Q2: 1,379 shares; 2025Q3: 943 shares; 2025Q4: 1,164 shares; 2026Q1: 1,251 shares; 2026Q2: 2,978 shares 2,978 $1.25M 0.11% +1,727 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,369 shares; 2026Q1: 9,928 shares; 2026Q2: 11,383 shares 11,383 $1.04M 0.09% +1,455 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,397 shares; 2025Q2: 7,288 shares; 2025Q3: 9,077 shares; 2025Q4: 14,472 shares; 2026Q1: 17,143 shares; 2026Q2: 20,060 shares 20,060 $1.03M 0.09% +2,917 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: 1,477 shares; 2024Q4: 970 shares; 2025Q1: not reported; 2025Q2: 1,260 shares; 2025Q3: 1,127 shares; 2025Q4: 2,275 shares; 2026Q1: 2,196 shares; 2026Q2: 2,717 shares 2,717 $1.03M 0.09% +521 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: 2,066 shares; 2024Q4: 1,923 shares; 2025Q1: 3,432 shares; 2025Q2: 3,285 shares; 2025Q3: 3,332 shares; 2025Q4: 3,341 shares; 2026Q1: 3,243 shares; 2026Q2: 2,667 shares 2,667 $987K 0.08% -576 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; 2024Q3: 18,910 shares; 2024Q4: 17,849 shares; 2025Q1: 17,508 shares; 2025Q2: 17,524 shares; 2025Q3: 16,948 shares; 2025Q4: 16,800 shares; 2026Q1: 16,035 shares; 2026Q2: 15,370 shares 15,370 $886K 0.08% -665 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: 12,954 shares; 2024Q4: 23,202 shares; 2025Q1: 23,176 shares; 2025Q2: 24,039 shares; 2025Q3: 24,063 shares; 2025Q4: 23,908 shares; 2026Q1: 24,011 shares; 2026Q2: 24,127 shares 24,127 $872K 0.07% +116 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 782 shares; 2026Q1: 1,919 shares; 2026Q2: 2,391 shares 2,391 $845K 0.07% +472 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: 1,455 shares; 2025Q3: 1,753 shares; 2025Q4: 2,574 shares; 2026Q1: 2,201 shares; 2026Q2: 2,288 shares 2,288 $818K 0.07% +87 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,884 shares; 2024Q4: 2,885 shares; 2025Q1: 2,888 shares; 2025Q2: 2,980 shares; 2025Q3: 2,998 shares; 2025Q4: 3,020 shares; 2026Q1: 3,097 shares; 2026Q2: 2,936 shares 2,936 $794K 0.07% -161 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,597 shares; 2024Q4: 19,751 shares; 2025Q1: 20,063 shares; 2025Q2: 19,833 shares; 2025Q3: 19,911 shares; 2025Q4: 19,926 shares; 2026Q1: 19,085 shares; 2026Q2: 19,121 shares 19,121 $789K 0.07% +36 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: 14,269 shares; 2024Q4: 23,565 shares; 2025Q1: 23,699 shares; 2025Q2: 26,649 shares; 2025Q3: 26,146 shares; 2025Q4: 26,411 shares; 2026Q1: 26,503 shares; 2026Q2: 27,311 shares 27,311 $757K 0.06% +808 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,916 shares; 2024Q4: 9,020 shares; 2025Q1: 9,020 shares; 2025Q2: 9,157 shares; 2025Q3: 9,157 shares; 2025Q4: 9,335 shares; 2026Q1: 9,335 shares; 2026Q2: 9,138 shares 9,138 $752K 0.06% -197 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L 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: 18,303 shares; 2026Q2: 19,325 shares 19,325 $710K 0.06% +1,022 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,428 shares; 2024Q4: 5,466 shares; 2025Q1: 5,812 shares; 2025Q2: 6,191 shares; 2025Q3: 6,209 shares; 2025Q4: 6,248 shares; 2026Q1: 6,266 shares; 2026Q2: 7,341 shares 7,341 $670K 0.06% +1,075 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,337 shares; 2024Q4: 6,247 shares; 2025Q1: 6,175 shares; 2025Q2: 6,175 shares; 2025Q3: 6,175 shares; 2025Q4: 6,251 shares; 2026Q1: 6,251 shares; 2026Q2: 6,251 shares 6,251 $650K 0.06% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,435 shares; 2024Q4: 15,396 shares; 2025Q1: 15,423 shares; 2025Q2: 17,064 shares; 2025Q3: 17,083 shares; 2025Q4: 16,913 shares; 2026Q1: 17,038 shares; 2026Q2: 17,030 shares 17,030 $648K 0.05% -8 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: 1,324 shares; 2026Q2: 1,465 shares 1,465 $632K 0.05% +141 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,470 shares; 2026Q1: 3,663 shares; 2026Q2: 3,659 shares 3,659 $574K 0.05% -4 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; 2024Q3: 2,524 shares; 2024Q4: 2,116 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,122 shares; 2025Q4: 2,129 shares; 2026Q1: 2,090 shares; 2026Q2: 2,094 shares 2,094 $573K 0.05% +4 Timeline HYS 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: 2,162 shares; 2024Q4: not reported; 2025Q1: 2,924 shares; 2025Q2: 3,796 shares; 2025Q3: 4,056 shares; 2025Q4: 4,478 shares; 2026Q1: 5,284 shares; 2026Q2: 6,111 shares 6,111 $571K 0.05% +827 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: 2,708 shares; 2025Q3: 2,356 shares; 2025Q4: 2,442 shares; 2026Q1: 2,511 shares; 2026Q2: 2,570 shares 2,570 $556K 0.05% +59 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,275 shares; 2025Q2: 11,125 shares; 2025Q3: 9,551 shares; 2025Q4: 9,591 shares; 2026Q1: 7,512 shares; 2026Q2: 7,143 shares 7,143 $539K 0.05% -369 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,671 shares; 2024Q4: 4,439 shares; 2025Q1: 4,444 shares; 2025Q2: 4,449 shares; 2025Q3: 3,239 shares; 2025Q4: 3,379 shares; 2026Q1: 3,330 shares; 2026Q2: 3,853 shares 3,853 $530K 0.04% +523 Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 1,001 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $528K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 376 shares; 2026Q2: 393 shares 393 $462K 0.04% +17 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,578 shares; 2025Q3: 1,590 shares; 2025Q4: 1,610 shares; 2026Q1: 1,622 shares; 2026Q2: 1,658 shares 1,658 $451K 0.04% +36 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,249 shares; 2024Q4: 15,755 shares; 2025Q1: 15,761 shares; 2025Q2: 15,811 shares; 2025Q3: 15,327 shares; 2025Q4: 15,332 shares; 2026Q1: 15,347 shares; 2026Q2: 15,352 shares 15,352 $445K 0.04% +5 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: 3,002 shares; 2026Q2: 1,502 shares 1,502 $439K 0.04% -1,500 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 451 shares 451 $435K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,434 shares; 2025Q3: 14,013 shares; 2025Q4: 15,551 shares; 2026Q1: 15,347 shares; 2026Q2: 16,413 shares 16,413 $435K 0.04% +1,066 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,870 shares; 2024Q4: 3,486 shares; 2025Q1: 3,535 shares; 2025Q2: 3,950 shares; 2025Q3: 4,012 shares; 2025Q4: 4,048 shares; 2026Q1: 3,253 shares; 2026Q2: 3,530 shares 3,530 $415K 0.04% +277 Timeline RFG 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: 8,439 shares; 2026Q1: 8,439 shares; 2026Q2: 6,388 shares 6,388 $412K 0.03% -2,051 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,401 shares; 2024Q4: 15,910 shares; 2025Q1: 15,541 shares; 2025Q2: 15,581 shares; 2025Q3: 15,622 shares; 2025Q4: 15,685 shares; 2026Q1: 15,644 shares; 2026Q2: 5,095 shares 5,095 $393K 0.03% -10,549 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,256 shares 1,256 $381K 0.03% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,659 shares; 2025Q2: 10,698 shares; 2025Q3: 10,735 shares; 2025Q4: 10,777 shares; 2026Q1: 10,812 shares; 2026Q2: 10,846 shares 10,846 $378K 0.03% +34 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,848 shares; 2026Q1: 9,283 shares; 2026Q2: 9,306 shares 9,306 $374K 0.03% +23 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 939 shares; 2026Q2: 982 shares 982 $367K 0.03% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,184 shares 4,184 $358K 0.03% new 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: 3,188 shares; 2024Q4: 9,626 shares; 2025Q1: 9,797 shares; 2025Q2: 9,981 shares; 2025Q3: 10,065 shares; 2025Q4: 10,138 shares; 2026Q1: 10,677 shares; 2026Q2: 11,168 shares 11,168 $354K 0.03% +491 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,086 shares; 2025Q2: 1,057 shares; 2025Q3: 1,047 shares; 2025Q4: 1,019 shares; 2026Q1: 1,013 shares; 2026Q2: 1,010 shares 1,010 $347K 0.03% -3 Timeline FNDE 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: 9,506 shares; 2024Q4: not reported; 2025Q1: 6,604 shares; 2025Q2: 7,054 shares; 2025Q3: 7,043 shares; 2025Q4: 7,166 shares; 2026Q1: 7,139 shares; 2026Q2: 7,202 shares 7,202 $286K 0.02% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,307 shares; 2025Q4: 2,011 shares; 2026Q1: 1,666 shares; 2026Q2: 1,885 shares 1,885 $276K 0.02% +219 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 524 shares; 2026Q2: 525 shares 525 $274K 0.02% +1 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 227 shares 227 $273K 0.02% new Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,725 shares; 2026Q1: 1,725 shares; 2026Q2: 1,725 shares 1,725 $265K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,460 shares; 2026Q1: 1,585 shares; 2026Q2: 1,585 shares 1,585 $250K 0.02% 0 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,594 shares; 2025Q2: 2,634 shares; 2025Q3: 2,686 shares; 2025Q4: 2,743 shares; 2026Q1: 2,832 shares; 2026Q2: 2,870 shares 2,870 $223K 0.02% +38 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,055 shares; 2026Q2: 1,167 shares 1,167 $221K 0.02% +112 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 632 shares; 2026Q1: not reported; 2026Q2: 629 shares 629 $216K 0.02% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,103 shares; 2024Q4: 8,223 shares; 2025Q1: 9,812 shares; 2025Q2: 9,898 shares; 2025Q3: 10,136 shares; 2025Q4: 10,114 shares; 2026Q1: 10,297 shares; 2026Q2: 8,931 shares 8,931 $212K 0.02% -1,366 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 968 shares 968 $206K 0.02% new Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES 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: 2,803 shares 2,803 $205K 0.02% new 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: 1,457 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,285 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,302 shares; 2026Q2: 861 shares 861 $204K 0.02% -441 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,125 shares 1,125 $204K 0.02% new 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: 587 shares; 2024Q4: 524 shares; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 665 shares; 2025Q4: 671 shares; 2026Q1: not reported; 2026Q2: 577 shares 577 $204K 0.02% new Timeline