DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 609,880 shares; 2024Q4: 666,973 shares; 2025Q1: 716,169 shares; 2025Q2: 823,593 shares; 2025Q3: 837,642 shares; 2025Q4: 853,282 shares; 2026Q1: 847,418 shares; 2026Q2: 840,001 shares 840,001 $43.4M 7.09% -7,417 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: 121,367 shares; 2024Q4: 136,647 shares; 2025Q1: 169,052 shares; 2025Q2: 206,107 shares; 2025Q3: 218,614 shares; 2025Q4: 243,354 shares; 2026Q1: 260,300 shares; 2026Q2: 277,486 shares 277,486 $34.6M 5.65% +17,186 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: 350,033 shares; 2024Q4: 402,779 shares; 2025Q1: 437,102 shares; 2025Q2: 486,049 shares; 2025Q3: 522,371 shares; 2025Q4: 571,611 shares; 2026Q1: 634,026 shares; 2026Q2: 722,448 shares 722,448 $29.8M 4.87% +88,422 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: 146,909 shares; 2024Q4: 165,198 shares; 2025Q1: 178,893 shares; 2025Q2: 210,131 shares; 2025Q3: 218,606 shares; 2025Q4: 242,754 shares; 2026Q1: 263,925 shares; 2026Q2: 294,650 shares 294,650 $26.9M 4.39% +30,725 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; 2024Q3: 201,135 shares; 2024Q4: 249,833 shares; 2025Q1: 274,413 shares; 2025Q2: 305,648 shares; 2025Q3: 321,392 shares; 2025Q4: 344,632 shares; 2026Q1: 345,744 shares; 2026Q2: 358,565 shares 358,565 $26.3M 4.3% +12,821 Timeline VUSB 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: 289,248 shares; 2024Q4: 342,415 shares; 2025Q1: 382,034 shares; 2025Q2: 427,592 shares; 2025Q3: 447,651 shares; 2025Q4: 482,882 shares; 2026Q1: 494,490 shares; 2026Q2: 509,593 shares 509,593 $25.4M 4.14% +15,103 Timeline 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: 90,549 shares; 2024Q4: 102,604 shares; 2025Q1: 106,784 shares; 2025Q2: 113,897 shares; 2025Q3: 131,306 shares; 2025Q4: 177,008 shares; 2026Q1: 254,146 shares; 2026Q2: 325,750 shares 325,750 $25M 4.08% +71,604 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: 143,684 shares; 2024Q4: 161,132 shares; 2025Q1: 174,820 shares; 2025Q2: 195,504 shares; 2025Q3: 205,790 shares; 2025Q4: 226,385 shares; 2026Q1: 237,596 shares; 2026Q2: 253,280 shares 253,280 $24.4M 3.99% +15,684 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: 8,043 shares; 2024Q4: 7,948 shares; 2025Q1: 7,605 shares; 2025Q2: 9,184 shares; 2025Q3: 12,888 shares; 2025Q4: 24,976 shares; 2026Q1: 39,970 shares; 2026Q2: 58,009 shares 58,009 $21.5M 3.51% +18,039 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,543 shares; 2024Q4: 95,246 shares; 2025Q1: 109,887 shares; 2025Q2: 115,849 shares; 2025Q3: 122,088 shares; 2025Q4: 129,369 shares; 2026Q1: 132,050 shares; 2026Q2: 135,947 shares 135,947 $17.4M 2.84% +3,897 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: 180,786 shares; 2024Q4: 211,804 shares; 2025Q1: 227,782 shares; 2025Q2: 249,588 shares; 2025Q3: 259,692 shares; 2025Q4: 275,147 shares; 2026Q1: 288,772 shares; 2026Q2: 303,321 shares 303,321 $16.4M 2.68% +14,549 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,822 shares; 2024Q4: 63,193 shares; 2025Q1: 102,000 shares; 2025Q2: 129,462 shares; 2025Q3: 223,290 shares; 2025Q4: 320,152 shares; 2026Q1: 470,619 shares; 2026Q2: 561,459 shares 561,459 $16.3M 2.66% +90,840 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: 146,768 shares; 2024Q4: 153,809 shares; 2025Q1: 189,148 shares; 2025Q2: 193,905 shares; 2025Q3: 204,482 shares; 2025Q4: 217,483 shares; 2026Q1: 217,311 shares; 2026Q2: 216,924 shares 216,924 $15.5M 2.52% -387 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: 17,316 shares; 2024Q4: 17,305 shares; 2025Q1: 20,642 shares; 2025Q2: 20,879 shares; 2025Q3: 21,962 shares; 2025Q4: 23,552 shares; 2026Q1: 25,768 shares; 2026Q2: 175,047 shares 175,047 $15.1M 2.46% +149,279 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,793 shares; 2024Q4: 85,711 shares; 2025Q1: 91,845 shares; 2025Q2: 103,323 shares; 2025Q3: 111,184 shares; 2025Q4: 125,411 shares; 2026Q1: 136,626 shares; 2026Q2: 145,825 shares 145,825 $15M 2.45% +9,199 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: 34,684 shares; 2024Q4: 35,173 shares; 2025Q1: 42,764 shares; 2025Q2: 42,428 shares; 2025Q3: 42,669 shares; 2025Q4: 43,179 shares; 2026Q1: 43,425 shares; 2026Q2: 42,424 shares 42,424 $12.9M 2.1% -1,001 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,935 shares; 2025Q3: 28,990 shares; 2025Q4: 70,841 shares; 2026Q1: 153,664 shares; 2026Q2: 242,300 shares 242,300 $11.6M 1.89% +88,636 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,693 shares; 2024Q4: 129,489 shares; 2025Q1: 162,771 shares; 2025Q2: 169,162 shares; 2025Q3: 200,407 shares; 2025Q4: 205,163 shares; 2026Q1: 220,154 shares; 2026Q2: 226,567 shares 226,567 $10.9M 1.79% +6,413 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,049 shares; 2024Q4: 166,910 shares; 2025Q1: 176,376 shares; 2025Q2: 179,166 shares; 2025Q3: 185,487 shares; 2025Q4: 198,117 shares; 2026Q1: 214,361 shares; 2026Q2: 222,960 shares 222,960 $10.6M 1.73% +8,599 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: 9,230 shares; 2024Q4: 9,097 shares; 2025Q1: 16,426 shares; 2025Q2: 16,879 shares; 2025Q3: 16,629 shares; 2025Q4: 16,087 shares; 2026Q1: 15,142 shares; 2026Q2: 14,348 shares 14,348 $9.85M 1.61% -794 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: 81,483 shares; 2024Q4: 87,092 shares; 2025Q1: 94,006 shares; 2025Q2: 101,592 shares; 2025Q3: 106,526 shares; 2025Q4: 113,735 shares; 2026Q1: 116,247 shares; 2026Q2: 118,451 shares 118,451 $9.74M 1.59% +2,204 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: 24,667 shares; 2024Q4: 25,776 shares; 2025Q1: 26,506 shares; 2025Q2: 28,285 shares; 2025Q3: 28,207 shares; 2025Q4: 28,441 shares; 2026Q1: 28,371 shares; 2026Q2: 114,370 shares 114,370 $9.21M 1.5% +85,999 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: 23,475 shares; 2024Q4: 22,891 shares; 2025Q1: 27,223 shares; 2025Q2: 29,734 shares; 2025Q3: 29,989 shares; 2025Q4: 31,201 shares; 2026Q1: 31,318 shares; 2026Q2: 29,247 shares 29,247 $8.46M 1.38% -2,071 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,895 shares; 2024Q4: 82,459 shares; 2025Q1: 88,900 shares; 2025Q2: 96,668 shares; 2025Q3: 103,642 shares; 2025Q4: 109,456 shares; 2026Q1: 107,450 shares; 2026Q2: 109,222 shares 109,222 $8.46M 1.38% +1,772 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,557 shares; 2024Q4: 59,665 shares; 2025Q1: 66,328 shares; 2025Q2: 76,146 shares; 2025Q3: 78,524 shares; 2025Q4: 84,692 shares; 2026Q1: 84,970 shares; 2026Q2: 86,280 shares 86,280 $8.32M 1.36% +1,310 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: 109,597 shares; 2024Q4: 113,672 shares; 2025Q1: 124,407 shares; 2025Q2: 135,059 shares; 2025Q3: 145,167 shares; 2025Q4: 153,072 shares; 2026Q1: 155,265 shares; 2026Q2: 159,842 shares 159,842 $8.28M 1.35% +4,577 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: 16,849 shares; 2024Q4: 17,622 shares; 2025Q1: 18,447 shares; 2025Q2: 19,836 shares; 2025Q3: 22,039 shares; 2025Q4: 24,370 shares; 2026Q1: 25,927 shares; 2026Q2: 28,429 shares 28,429 $6.2M 1.01% +2,502 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,476 shares; 2025Q4: 38,434 shares; 2026Q1: 83,979 shares; 2026Q2: 121,290 shares 121,290 $6.13M 1% +37,311 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,200 shares; 2024Q4: 37,010 shares; 2025Q1: 35,529 shares; 2025Q2: 35,529 shares; 2025Q3: 35,529 shares; 2025Q4: 34,167 shares; 2026Q1: 33,848 shares; 2026Q2: 33,744 shares 33,744 $5.54M 0.91% -104 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,686 shares; 2024Q4: 47,088 shares; 2025Q1: 49,984 shares; 2025Q2: 51,136 shares; 2025Q3: 51,749 shares; 2025Q4: 54,964 shares; 2026Q1: 56,526 shares; 2026Q2: 56,083 shares 56,083 $5.31M 0.87% -443 Timeline SPYM 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: 48,198 shares; 2024Q4: 49,935 shares; 2025Q1: 52,454 shares; 2025Q2: 60,279 shares; 2025Q3: 58,296 shares; 2025Q4: 59,445 shares; 2026Q1: 59,923 shares; 2026Q2: 58,952 shares 58,952 $5.18M 0.85% -971 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: 16,322 shares; 2025Q2: 25,526 shares; 2025Q3: 23,243 shares; 2025Q4: 23,142 shares; 2026Q1: 22,753 shares; 2026Q2: 22,727 shares 22,727 $4.84M 0.79% -26 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; 2024Q3: 57,990 shares; 2024Q4: 56,994 shares; 2025Q1: 54,686 shares; 2025Q2: 58,260 shares; 2025Q3: 61,811 shares; 2025Q4: 61,545 shares; 2026Q1: 61,437 shares; 2026Q2: 56,661 shares 56,661 $4.41M 0.72% -4,776 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,811 shares; 2024Q4: 2,932 shares; 2025Q1: 2,658 shares; 2025Q2: 2,658 shares; 2025Q3: 5,882 shares; 2025Q4: 5,610 shares; 2026Q1: 5,838 shares; 2026Q2: 5,739 shares 5,739 $4.3M 0.7% -99 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: 19,287 shares; 2024Q4: 19,100 shares; 2025Q1: 16,883 shares; 2025Q2: 16,625 shares; 2025Q3: 17,332 shares; 2025Q4: 17,267 shares; 2026Q1: 17,340 shares; 2026Q2: 17,186 shares 17,186 $4.07M 0.66% -154 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,635 shares; 2024Q4: 9,635 shares; 2025Q1: 9,635 shares; 2025Q2: 9,635 shares; 2025Q3: 9,635 shares; 2025Q4: 9,635 shares; 2026Q1: 9,775 shares; 2026Q2: 9,783 shares 9,783 $3.47M 0.57% +8 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: 30,522 shares; 2024Q4: 28,027 shares; 2025Q1: 25,455 shares; 2025Q2: 25,266 shares; 2025Q3: 25,058 shares; 2025Q4: 25,058 shares; 2026Q1: 25,122 shares; 2026Q2: 25,122 shares 25,122 $3.45M 0.56% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,565 shares; 2024Q4: 8,332 shares; 2025Q1: 9,273 shares; 2025Q2: 9,318 shares; 2025Q3: 8,977 shares; 2025Q4: 9,326 shares; 2026Q1: 8,924 shares; 2026Q2: 9,182 shares 9,182 $3.42M 0.56% +258 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,781 shares; 2024Q4: 31,781 shares; 2025Q1: 28,519 shares; 2025Q2: 27,211 shares; 2025Q3: 28,469 shares; 2025Q4: 29,878 shares; 2026Q1: 29,878 shares; 2026Q2: 29,905 shares 29,905 $3.18M 0.52% +27 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,139 shares; 2024Q4: 5,214 shares; 2025Q1: 59,815 shares; 2025Q2: 67,075 shares; 2025Q3: 67,687 shares; 2025Q4: 69,453 shares; 2026Q1: 64,938 shares; 2026Q2: 61,502 shares 61,502 $3.08M 0.5% -3,436 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: 57,974 shares; 2024Q4: 57,939 shares; 2025Q1: 57,058 shares; 2025Q2: 55,807 shares; 2025Q3: 55,715 shares; 2025Q4: 55,716 shares; 2026Q1: 55,459 shares; 2026Q2: 55,442 shares 55,442 $3.05M 0.5% -17 Timeline ISHG 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: 17,825 shares; 2025Q4: 35,842 shares; 2026Q1: 45,613 shares; 2026Q2: 40,955 shares 40,955 $3.04M 0.5% -4,658 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,682 shares; 2024Q4: 7,600 shares; 2025Q1: 7,381 shares; 2025Q2: 7,309 shares; 2025Q3: 7,228 shares; 2025Q4: 6,986 shares; 2026Q1: 6,887 shares; 2026Q2: 6,887 shares 6,887 $2.94M 0.48% 0 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: 10,021 shares; 2024Q4: 9,074 shares; 2025Q1: 6,300 shares; 2025Q2: 7,863 shares; 2025Q3: 7,402 shares; 2025Q4: 9,064 shares; 2026Q1: 13,165 shares; 2026Q2: 14,345 shares 14,345 $2.87M 0.47% +1,180 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,213 shares; 2024Q4: 46,901 shares; 2025Q1: 52,992 shares; 2025Q2: 48,834 shares; 2025Q3: 56,283 shares; 2025Q4: 58,303 shares; 2026Q1: 55,530 shares; 2026Q2: 55,173 shares 55,173 $2.78M 0.45% -357 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,569 shares; 2024Q4: 4,536 shares; 2025Q1: 4,536 shares; 2025Q2: 5,815 shares; 2025Q3: 11,417 shares; 2025Q4: 17,217 shares; 2026Q1: 27,154 shares; 2026Q2: 36,298 shares 36,298 $2.41M 0.39% +9,144 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: 9,404 shares; 2024Q4: 8,701 shares; 2025Q1: 8,725 shares; 2025Q2: 9,015 shares; 2025Q3: 9,375 shares; 2025Q4: 9,923 shares; 2026Q1: 10,194 shares; 2026Q2: 10,007 shares 10,007 $2.39M 0.39% -187 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: 2,781 shares; 2024Q4: 2,882 shares; 2025Q1: 2,898 shares; 2025Q2: 5,680 shares; 2025Q3: 5,621 shares; 2025Q4: 6,242 shares; 2026Q1: 6,537 shares; 2026Q2: 6,684 shares 6,684 $2.36M 0.39% +147 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: 18,167 shares; 2024Q4: 17,790 shares; 2025Q1: 17,463 shares; 2025Q2: 16,978 shares; 2025Q3: 16,488 shares; 2025Q4: 15,865 shares; 2026Q1: 15,327 shares; 2026Q2: 13,857 shares 13,857 $2.19M 0.36% -1,470 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: 4,994 shares; 2024Q4: 4,843 shares; 2025Q1: 4,802 shares; 2025Q2: 6,037 shares; 2025Q3: 6,078 shares; 2025Q4: 6,104 shares; 2026Q1: 6,303 shares; 2026Q2: 5,886 shares 5,886 $2.1M 0.34% -417 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: 23,599 shares; 2024Q4: 23,534 shares; 2025Q1: 23,534 shares; 2025Q2: 23,534 shares; 2025Q3: 23,534 shares; 2025Q4: 23,534 shares; 2026Q1: 22,681 shares; 2026Q2: 22,681 shares 22,681 $2.02M 0.33% 0 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,838 shares 48,838 $1.88M 0.31% new 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: 7,192 shares; 2024Q4: 7,068 shares; 2025Q1: 7,168 shares; 2025Q2: 6,944 shares; 2025Q3: 6,696 shares; 2025Q4: 6,617 shares; 2026Q1: 6,190 shares; 2026Q2: 6,214 shares 6,214 $1.87M 0.3% +24 Timeline SPTI 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: 8,387 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,265 shares 62,265 $1.77M 0.29% new 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: 18,583 shares; 2024Q4: 18,623 shares; 2025Q1: 18,786 shares; 2025Q2: 20,824 shares; 2025Q3: 20,436 shares; 2025Q4: 20,284 shares; 2026Q1: 19,927 shares; 2026Q2: 19,905 shares 19,905 $1.7M 0.28% -22 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; 2024Q3: 35,027 shares; 2024Q4: 36,826 shares; 2025Q1: 36,868 shares; 2025Q2: 35,660 shares; 2025Q3: 35,725 shares; 2025Q4: 35,398 shares; 2026Q1: 35,503 shares; 2026Q2: 35,256 shares 35,256 $1.7M 0.28% -247 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: 7,783 shares; 2024Q4: 7,540 shares; 2025Q1: 7,540 shares; 2025Q2: 7,590 shares; 2025Q3: 7,590 shares; 2025Q4: 7,774 shares; 2026Q1: 7,864 shares; 2026Q2: 8,563 shares 8,563 $1.62M 0.27% +699 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: 21,602 shares; 2024Q4: 63,752 shares; 2025Q1: 61,637 shares; 2025Q2: 61,136 shares; 2025Q3: 58,915 shares; 2025Q4: 55,764 shares; 2026Q1: 54,920 shares; 2026Q2: 54,129 shares 54,129 $1.57M 0.26% -791 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: 26,883 shares; 2024Q4: 53,045 shares; 2025Q1: 53,122 shares; 2025Q2: 52,691 shares; 2025Q3: 51,279 shares; 2025Q4: 51,767 shares; 2026Q1: 52,795 shares; 2026Q2: 56,358 shares 56,358 $1.56M 0.25% +3,563 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: 3,122 shares; 2024Q4: 3,122 shares; 2025Q1: 13,175 shares; 2025Q2: 14,663 shares; 2025Q3: 15,871 shares; 2025Q4: 16,988 shares; 2026Q1: 15,671 shares; 2026Q2: 15,482 shares 15,482 $1.53M 0.25% -189 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: 8,768 shares; 2024Q4: 7,791 shares; 2025Q1: 7,336 shares; 2025Q2: 7,097 shares; 2025Q3: 6,927 shares; 2025Q4: 6,752 shares; 2026Q1: 6,622 shares; 2026Q2: 6,600 shares 6,600 $1.5M 0.24% -22 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: 26,909 shares; 2024Q4: 51,241 shares; 2025Q1: 48,838 shares; 2025Q2: 47,955 shares; 2025Q3: 46,557 shares; 2025Q4: 45,235 shares; 2026Q1: 39,911 shares; 2026Q2: 39,542 shares 39,542 $1.43M 0.23% -369 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,936 shares; 2024Q4: 3,898 shares; 2025Q1: 3,823 shares; 2025Q2: 3,823 shares; 2025Q3: 3,815 shares; 2025Q4: 3,928 shares; 2026Q1: 3,935 shares; 2026Q2: 3,928 shares 3,928 $1.34M 0.22% -7 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: 5,138 shares; 2024Q4: 4,907 shares; 2025Q1: 9,445 shares; 2025Q2: 9,410 shares; 2025Q3: 9,410 shares; 2025Q4: 9,441 shares; 2026Q1: 9,773 shares; 2026Q2: 9,399 shares 9,399 $1.29M 0.21% -374 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: 17,230 shares; 2024Q4: 17,129 shares; 2025Q1: 16,630 shares; 2025Q2: 16,477 shares; 2025Q3: 16,158 shares; 2025Q4: 16,168 shares; 2026Q1: 16,124 shares; 2026Q2: 16,337 shares 16,337 $1.25M 0.2% +213 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,795 shares; 2024Q4: 7,798 shares; 2025Q1: 16,604 shares; 2025Q2: 13,353 shares; 2025Q3: 14,013 shares; 2025Q4: 12,921 shares; 2026Q1: 11,906 shares; 2026Q2: 11,133 shares 11,133 $1.23M 0.2% -773 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,637 shares; 2025Q2: 22,590 shares; 2025Q3: 27,271 shares; 2025Q4: 32,964 shares; 2026Q1: 34,594 shares; 2026Q2: 35,908 shares 35,908 $1.2M 0.2% +1,314 Timeline SPSB 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: 46,896 shares; 2024Q4: 46,591 shares; 2025Q1: 44,488 shares; 2025Q2: 41,821 shares; 2025Q3: 41,998 shares; 2025Q4: 41,630 shares; 2026Q1: 40,795 shares; 2026Q2: 38,286 shares 38,286 $1.15M 0.19% -2,509 Timeline FVD 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; 2024Q3: 25,251 shares; 2024Q4: 26,453 shares; 2025Q1: 27,848 shares; 2025Q2: 27,859 shares; 2025Q3: 29,135 shares; 2025Q4: 26,123 shares; 2026Q1: 24,452 shares; 2026Q2: 22,623 shares 22,623 $1.09M 0.18% -1,829 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: 585 shares; 2024Q4: 585 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 1,204 shares; 2025Q4: 1,304 shares; 2026Q1: 1,298 shares; 2026Q2: 1,383 shares 1,383 $1.03M 0.17% +85 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: 1,387 shares; 2024Q4: 1,388 shares; 2025Q1: 3,395 shares; 2025Q2: 3,904 shares; 2025Q3: 3,890 shares; 2025Q4: 3,785 shares; 2026Q1: 3,815 shares; 2026Q2: 3,891 shares 3,891 $946K 0.15% +76 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,610 shares; 2024Q4: 24,564 shares; 2025Q1: 24,363 shares; 2025Q2: 24,367 shares; 2025Q3: 24,283 shares; 2025Q4: 24,292 shares; 2026Q1: 24,238 shares; 2026Q2: 25,476 shares 25,476 $924K 0.15% +1,238 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: 720 shares; 2024Q4: 720 shares; 2025Q1: 724 shares; 2025Q2: 1,116 shares; 2025Q3: 1,062 shares; 2025Q4: 1,611 shares; 2026Q1: 2,071 shares; 2026Q2: 1,764 shares 1,764 $883K 0.14% -307 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: 13,481 shares; 2024Q4: 13,433 shares; 2025Q1: 13,317 shares; 2025Q2: 12,799 shares; 2025Q3: 12,698 shares; 2025Q4: 12,625 shares; 2026Q1: 12,606 shares; 2026Q2: 12,534 shares 12,534 $857K 0.14% -72 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,207 shares; 2025Q2: 35,207 shares; 2025Q3: 35,007 shares; 2025Q4: 33,507 shares; 2026Q1: 33,507 shares; 2026Q2: 33,273 shares 33,273 $840K 0.14% -234 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: 5,220 shares; 2024Q4: 5,260 shares; 2025Q1: 7,942 shares; 2025Q2: 7,981 shares; 2025Q3: 8,016 shares; 2025Q4: 7,743 shares; 2026Q1: 7,774 shares; 2026Q2: 7,628 shares 7,628 $749K 0.12% -146 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,161 shares; 2024Q4: 17,135 shares; 2025Q1: 14,998 shares; 2025Q2: 14,851 shares; 2025Q3: 14,723 shares; 2025Q4: 14,700 shares; 2026Q1: 13,893 shares; 2026Q2: 13,895 shares 13,895 $728K 0.12% +2 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,629 shares; 2024Q4: 4,453 shares; 2025Q1: 4,765 shares; 2025Q2: 4,628 shares; 2025Q3: 4,462 shares; 2025Q4: 4,482 shares; 2026Q1: 4,362 shares; 2026Q2: 4,436 shares 4,436 $693K 0.11% +74 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 547 shares; 2025Q2: 464 shares; 2025Q3: 830 shares; 2025Q4: 1,178 shares; 2026Q1: 913 shares; 2026Q2: 904 shares 904 $666K 0.11% -9 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: 7,625 shares; 2024Q4: 22,768 shares; 2025Q1: 20,690 shares; 2025Q2: 20,255 shares; 2025Q3: 19,900 shares; 2025Q4: 19,081 shares; 2026Q1: 18,823 shares; 2026Q2: 18,581 shares 18,581 $647K 0.11% -242 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,240 shares; 2024Q4: 2,042 shares; 2025Q1: 1,604 shares; 2025Q2: 1,348 shares; 2025Q3: 1,212 shares; 2025Q4: 1,205 shares; 2026Q1: 859 shares; 2026Q2: 5,249 shares 5,249 $627K 0.1% +4,390 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: 1,211 shares; 2025Q2: 1,561 shares; 2025Q3: 1,541 shares; 2025Q4: 1,636 shares; 2026Q1: 1,665 shares; 2026Q2: 1,804 shares 1,804 $619K 0.1% +139 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: 620 shares; 2024Q4: 632 shares; 2025Q1: 634 shares; 2025Q2: 887 shares; 2025Q3: 889 shares; 2025Q4: 1,038 shares; 2026Q1: 1,019 shares; 2026Q2: 1,087 shares 1,087 $612K 0.1% +68 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223 shares; 2024Q4: 1,329 shares; 2025Q1: 1,240 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,244 shares; 2026Q1: 1,409 shares; 2026Q2: 1,448 shares 1,448 $609K 0.1% +39 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: 4,023 shares; 2024Q4: 3,886 shares; 2025Q1: 3,952 shares; 2025Q2: 4,252 shares; 2025Q3: 4,147 shares; 2025Q4: 4,246 shares; 2026Q1: 4,569 shares; 2026Q2: 5,371 shares 5,371 $608K 0.1% +802 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,005 shares; 2024Q4: not reported; 2025Q1: 1,559 shares; 2025Q2: 1,577 shares; 2025Q3: 1,561 shares; 2025Q4: 3,121 shares; 2026Q1: 3,087 shares; 2026Q2: 3,088 shares 3,088 $588K 0.1% +1 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,559 shares; 2024Q4: 5,569 shares; 2025Q1: 5,576 shares; 2025Q2: 6,066 shares; 2025Q3: 5,899 shares; 2025Q4: 5,864 shares; 2026Q1: 5,439 shares; 2026Q2: 5,325 shares 5,325 $581K 0.09% -114 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: not reported; 2026Q1: not reported; 2026Q2: 502 shares 502 $579K 0.09% new 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: 469 shares; 2024Q4: 492 shares; 2025Q1: 442 shares; 2025Q2: 464 shares; 2025Q3: 477 shares; 2025Q4: 518 shares; 2026Q1: 598 shares; 2026Q2: 599 shares 599 $560K 0.09% +1 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: 4,683 shares; 2024Q4: 4,683 shares; 2025Q1: 4,644 shares; 2025Q2: 5,023 shares; 2025Q3: 5,547 shares; 2025Q4: 5,699 shares; 2026Q1: 5,714 shares; 2026Q2: 4,749 shares 4,749 $558K 0.09% -965 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,517 shares; 2025Q2: 3,923 shares; 2025Q3: 3,923 shares; 2025Q4: 3,923 shares; 2026Q1: 3,923 shares; 2026Q2: 3,923 shares 3,923 $557K 0.09% 0 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: 527 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385 shares; 2026Q1: 457 shares; 2026Q2: 504 shares 504 $537K 0.09% +47 Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,233 shares; 2025Q2: 26,233 shares; 2025Q3: 26,233 shares; 2025Q4: 24,833 shares; 2026Q1: 24,533 shares; 2026Q2: 22,273 shares 22,273 $510K 0.08% -2,260 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,575 shares; 2024Q4: 4,575 shares; 2025Q1: 4,457 shares; 2025Q2: 4,457 shares; 2025Q3: 4,454 shares; 2025Q4: 4,454 shares; 2026Q1: 4,992 shares; 2026Q2: 5,296 shares 5,296 $507K 0.08% +304 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: 989 shares; 2024Q4: not reported; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 991 shares; 2026Q1: 1,383 shares; 2026Q2: 1,474 shares 1,474 $483K 0.08% +91 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 826 shares 826 $480K 0.08% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 954 shares 954 $472K 0.08% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,477 shares; 2024Q4: 19,769 shares; 2025Q1: 19,117 shares; 2025Q2: 19,129 shares; 2025Q3: 19,123 shares; 2025Q4: 19,002 shares; 2026Q1: 19,688 shares; 2026Q2: 19,717 shares 19,717 $467K 0.08% +29 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: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,200 shares; 2025Q4: 3,900 shares; 2026Q1: 4,104 shares; 2026Q2: 3,998 shares 3,998 $467K 0.08% -106 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: 2,264 shares; 2024Q4: 1,600 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,761 shares; 2026Q1: 1,664 shares; 2026Q2: 1,210 shares 1,210 $457K 0.07% -454 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,620 shares 2,620 $448K 0.07% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,445 shares; 2024Q4: 3,809 shares; 2025Q1: 4,126 shares; 2025Q2: 6,201 shares; 2025Q3: 6,245 shares; 2025Q4: 6,053 shares; 2026Q1: 5,550 shares; 2026Q2: 5,295 shares 5,295 $435K 0.07% -255 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: 5,860 shares; 2024Q4: 5,860 shares; 2025Q1: 5,069 shares; 2025Q2: 5,069 shares; 2025Q3: 5,029 shares; 2025Q4: 5,029 shares; 2026Q1: 4,976 shares; 2026Q2: 4,976 shares 4,976 $417K 0.07% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares; 2026Q2: 1,121 shares 1,121 $410K 0.07% +16 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,554 shares; 2025Q4: 1,554 shares; 2026Q1: 1,557 shares; 2026Q2: 1,560 shares 1,560 $408K 0.07% +3 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,829 shares; 2025Q3: 2,219 shares; 2025Q4: 2,370 shares; 2026Q1: 2,557 shares; 2026Q2: 2,726 shares 2,726 $400K 0.07% +169 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,183 shares; 2024Q4: 2,183 shares; 2025Q1: 1,795 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 1,404 shares; 2026Q1: 1,405 shares; 2026Q2: 1,522 shares 1,522 $383K 0.06% +117 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 799 shares; 2026Q2: 799 shares 799 $381K 0.06% 0 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: 842 shares; 2025Q3: 842 shares; 2025Q4: 933 shares; 2026Q1: 994 shares; 2026Q2: 980 shares 980 $366K 0.06% -14 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,964 shares 3,964 $363K 0.06% 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: 388 shares; 2024Q4: 344 shares; 2025Q1: 309 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 251 shares; 2026Q2: 294 shares 294 $352K 0.06% +43 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,723 shares; 2025Q3: 2,728 shares; 2025Q4: 2,945 shares; 2026Q1: 3,290 shares; 2026Q2: 3,554 shares 3,554 $352K 0.06% +264 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: 292 shares; 2026Q2: 295 shares 295 $347K 0.06% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,470 shares; 2026Q1: 2,932 shares; 2026Q2: 3,522 shares 3,522 $340K 0.06% +590 Timeline DFAW 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: 3,784 shares; 2025Q1: 3,802 shares; 2025Q2: 3,812 shares; 2025Q3: 3,827 shares; 2025Q4: 4,041 shares; 2026Q1: 4,041 shares; 2026Q2: 4,065 shares 4,065 $337K 0.05% +24 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,083 shares; 2024Q4: 20,654 shares; 2025Q1: 20,476 shares; 2025Q2: 20,359 shares; 2025Q3: 20,313 shares; 2025Q4: 19,545 shares; 2026Q1: 16,492 shares; 2026Q2: 12,762 shares 12,762 $334K 0.05% -3,730 Timeline SKYY 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,517 shares; 2025Q2: 2,517 shares; 2025Q3: 2,517 shares; 2025Q4: 2,517 shares; 2026Q1: 2,417 shares; 2026Q2: 2,417 shares 2,417 $325K 0.05% 0 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: 1,988 shares; 2024Q4: 7,660 shares; 2025Q1: not reported; 2025Q2: 7,156 shares; 2025Q3: 6,673 shares; 2025Q4: 8,534 shares; 2026Q1: 8,689 shares; 2026Q2: 9,234 shares 9,234 $312K 0.05% +545 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; 2024Q3: 5,704 shares; 2024Q4: 6,169 shares; 2025Q1: 5,173 shares; 2025Q2: 3,917 shares; 2025Q3: 3,867 shares; 2025Q4: 3,766 shares; 2026Q1: 3,766 shares; 2026Q2: 3,877 shares 3,877 $306K 0.05% +111 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,785 shares; 2026Q2: 5,109 shares 5,109 $305K 0.05% +1,324 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 701 shares 701 $304K 0.05% new 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: 2,419 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares; 2026Q2: 2,345 shares 2,345 $292K 0.05% -30 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: 3,464 shares; 2024Q4: 2,820 shares; 2025Q1: 2,571 shares; 2025Q2: 2,611 shares; 2025Q3: 2,514 shares; 2025Q4: 2,604 shares; 2026Q1: 2,624 shares; 2026Q2: 2,603 shares 2,603 $270K 0.04% -21 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,700 shares; 2024Q4: 7,100 shares; 2025Q1: 6,009 shares; 2025Q2: 6,016 shares; 2025Q3: 3,123 shares; 2025Q4: 3,132 shares; 2026Q1: 3,137 shares; 2026Q2: 3,122 shares 3,122 $270K 0.04% -15 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,272 shares; 2026Q2: 1,838 shares 1,838 $269K 0.04% -434 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,906 shares; 2026Q2: 3,919 shares 3,919 $268K 0.04% +13 Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 1,499 shares 1,499 $263K 0.04% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,027 shares; 2026Q2: 1,016 shares 1,016 $258K 0.04% -11 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: 1,999 shares; 2024Q4: 2,848 shares; 2025Q1: 2,473 shares; 2025Q2: 2,338 shares; 2025Q3: 2,346 shares; 2025Q4: 2,358 shares; 2026Q1: 2,363 shares; 2026Q2: 2,372 shares 2,372 $255K 0.04% +9 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,793 shares; 2026Q2: 2,888 shares 2,888 $253K 0.04% +95 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,714 shares; 2024Q4: 6,841 shares; 2025Q1: 6,841 shares; 2025Q2: 6,841 shares; 2025Q3: 6,834 shares; 2025Q4: 6,860 shares; 2026Q1: 6,843 shares; 2026Q2: 5,008 shares 5,008 $250K 0.04% -1,835 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,267 shares; 2026Q2: 4,267 shares 4,267 $246K 0.04% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,145 shares; 2025Q4: 6,145 shares; 2026Q1: 6,145 shares; 2026Q2: 6,145 shares 6,145 $243K 0.04% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares; 2025Q4: 469 shares; 2026Q1: not reported; 2026Q2: 1,947 shares 1,947 $242K 0.04% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 698 shares; 2025Q4: 698 shares; 2026Q1: 698 shares; 2026Q2: 702 shares 702 $241K 0.04% +4 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: 706 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: not reported; 2025Q3: 884 shares; 2025Q4: 914 shares; 2026Q1: 1,028 shares; 2026Q2: 891 shares 891 $241K 0.04% -137 Timeline IWR 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: 2,119 shares; 2025Q4: 2,129 shares; 2026Q1: 2,129 shares; 2026Q2: 2,129 shares 2,129 $235K 0.04% 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; 2024Q3: 1,584 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,330 shares; 2026Q2: 1,409 shares 1,409 $234K 0.04% +79 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: 639 shares; 2024Q4: 519 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 644 shares; 2026Q2: 631 shares 631 $223K 0.04% -13 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 880 shares 880 $222K 0.04% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343 shares; 2024Q4: 299 shares; 2025Q1: 245 shares; 2025Q2: 251 shares; 2025Q3: 250 shares; 2025Q4: 2,781 shares; 2026Q1: 2,581 shares; 2026Q2: 3,064 shares 3,064 $219K 0.04% +483 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP 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: 2,666 shares 2,666 $216K 0.04% 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: 1,752 shares; 2024Q4: 1,748 shares; 2025Q1: 1,561 shares; 2025Q2: 1,458 shares; 2025Q3: 1,456 shares; 2025Q4: 1,441 shares; 2026Q1: 1,709 shares; 2026Q2: 1,423 shares 1,423 $209K 0.03% -286 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,034 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,507 shares 3,507 $207K 0.03% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,402 shares; 2026Q2: 3,623 shares 3,623 $206K 0.03% -779 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 367 shares; 2026Q1: not reported; 2026Q2: 396 shares 396 $203K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,412 shares; 2025Q2: 2,135 shares; 2025Q3: 2,452 shares; 2025Q4: 2,222 shares; 2026Q1: 2,645 shares; 2026Q2: 2,079 shares 2,079 $200K 0.03% -566 Timeline