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: 169,702 shares; 2024Q4: 171,150 shares; 2025Q1: 175,834 shares; 2025Q2: 194,171 shares; 2025Q3: 210,648 shares; 2025Q4: 221,838 shares; 2026Q1: 225,753 shares; 2026Q2: 230,745 shares 230,745 $36.5M 10.85% +4,992 Timeline JCPB 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: 502,811 shares; 2024Q4: 539,174 shares; 2025Q1: 567,356 shares; 2025Q2: 595,658 shares; 2025Q3: 610,110 shares; 2025Q4: 641,397 shares; 2026Q1: 678,514 shares; 2026Q2: 714,849 shares 714,849 $33.6M 9.99% +36,335 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: 390,998 shares; 2024Q4: 423,173 shares; 2025Q1: 453,865 shares; 2025Q2: 491,125 shares; 2025Q3: 527,549 shares; 2025Q4: 575,380 shares; 2026Q1: 637,783 shares; 2026Q2: 702,969 shares 702,969 $29M 8.63% +65,186 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,899 shares; 2024Q4: 67,219 shares; 2025Q1: 68,547 shares; 2025Q2: 79,080 shares; 2025Q3: 83,945 shares; 2025Q4: 83,505 shares; 2026Q1: 87,781 shares; 2026Q2: 90,802 shares 90,802 $26.4M 7.85% +3,021 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: 239,620 shares; 2024Q4: 247,744 shares; 2025Q1: 258,333 shares; 2025Q2: 274,017 shares; 2025Q3: 281,707 shares; 2025Q4: 288,650 shares; 2026Q1: 295,456 shares; 2026Q2: 298,118 shares 298,118 $24.5M 7.31% +2,662 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,537 shares; 2024Q4: 289,784 shares; 2025Q1: 301,504 shares; 2025Q2: 315,713 shares; 2025Q3: 321,048 shares; 2025Q4: 336,479 shares; 2026Q1: 346,474 shares; 2026Q2: 355,971 shares 355,971 $16.4M 4.89% +9,497 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: 24,853 shares; 2024Q4: 25,768 shares; 2025Q1: 27,223 shares; 2025Q2: 31,273 shares; 2025Q3: 35,898 shares; 2025Q4: 40,985 shares; 2026Q1: 45,622 shares; 2026Q2: 201,349 shares 201,349 $16.2M 4.83% +155,727 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: 236,833 shares; 2024Q4: 241,411 shares; 2025Q1: 252,014 shares; 2025Q2: 274,713 shares; 2025Q3: 281,951 shares; 2025Q4: 297,610 shares; 2026Q1: 317,053 shares; 2026Q2: 340,859 shares 340,859 $13.7M 4.08% +23,806 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: 15,321 shares; 2024Q4: 15,405 shares; 2025Q1: 15,865 shares; 2025Q2: 16,803 shares; 2025Q3: 16,983 shares; 2025Q4: 17,088 shares; 2026Q1: 17,165 shares; 2026Q2: 17,546 shares 17,546 $13.1M 3.91% +381 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,840 shares; 2024Q4: 163,331 shares; 2025Q1: 164,117 shares; 2025Q2: 164,397 shares; 2025Q3: 164,260 shares; 2025Q4: 154,848 shares; 2026Q1: 136,497 shares; 2026Q2: 111,851 shares 111,851 $10.7M 3.18% -24,646 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,963 shares; 2024Q4: 178,373 shares; 2025Q1: 155,097 shares; 2025Q2: 156,759 shares; 2025Q3: 156,047 shares; 2025Q4: 165,519 shares; 2026Q1: 173,711 shares; 2026Q2: 185,890 shares 185,890 $9.41M 2.8% +12,179 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,404 shares; 2024Q4: 115,433 shares; 2025Q1: 152,579 shares; 2025Q2: 165,258 shares; 2025Q3: 174,200 shares; 2025Q4: 174,578 shares; 2026Q1: 180,871 shares; 2026Q2: 188,617 shares 188,617 $9.13M 2.72% +7,746 Timeline SPIB 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: 119,099 shares; 2024Q4: 124,309 shares; 2025Q1: 130,978 shares; 2025Q2: 163,785 shares; 2025Q3: 182,889 shares; 2025Q4: 203,393 shares; 2026Q1: 248,185 shares; 2026Q2: 259,509 shares 259,509 $8.68M 2.58% +11,324 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: 30,040 shares; 2024Q4: 37,372 shares; 2025Q1: 39,298 shares; 2025Q2: 40,837 shares; 2025Q3: 50,778 shares; 2025Q4: 64,627 shares; 2026Q1: 71,015 shares; 2026Q2: 85,693 shares 85,693 $6.77M 2.02% +14,678 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: 5,995 shares; 2024Q4: 5,847 shares; 2025Q1: 5,565 shares; 2025Q2: 5,566 shares; 2025Q3: 5,567 shares; 2025Q4: 5,565 shares; 2026Q1: 5,443 shares; 2026Q2: 5,577 shares 5,577 $6.69M 1.99% +134 Timeline DFGR 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: 85,515 shares; 2024Q4: 112,057 shares; 2025Q1: 143,275 shares; 2025Q2: 156,087 shares; 2025Q3: 169,248 shares; 2025Q4: 192,263 shares; 2026Q1: 211,347 shares; 2026Q2: 221,089 shares 221,089 $6.4M 1.91% +9,742 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: 28,786 shares; 2024Q4: 27,509 shares; 2025Q1: 26,850 shares; 2025Q2: 26,309 shares; 2025Q3: 25,132 shares; 2025Q4: 24,842 shares; 2026Q1: 23,728 shares; 2026Q2: 24,063 shares 24,063 $5.69M 1.69% +335 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: 52,859 shares; 2024Q4: 50,980 shares; 2025Q1: 49,656 shares; 2025Q2: 48,978 shares; 2025Q3: 47,158 shares; 2025Q4: 44,803 shares; 2026Q1: 42,458 shares; 2026Q2: 44,761 shares 44,761 $4.43M 1.32% +2,303 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,836 shares; 2024Q4: 10,296 shares; 2025Q1: 10,156 shares; 2025Q2: 10,600 shares; 2025Q3: 10,267 shares; 2025Q4: 10,034 shares; 2026Q1: 9,594 shares; 2026Q2: 49,277 shares 49,277 $4.33M 1.29% +39,683 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: 8,412 shares; 2024Q4: 8,211 shares; 2025Q1: 8,177 shares; 2025Q2: 8,318 shares; 2025Q3: 8,102 shares; 2025Q4: 7,975 shares; 2026Q1: 7,942 shares; 2026Q2: 47,565 shares 47,565 $4.1M 1.22% +39,623 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: 72,416 shares; 2024Q4: 70,790 shares; 2025Q1: 69,607 shares; 2025Q2: 76,065 shares; 2025Q3: 70,551 shares; 2025Q4: 60,893 shares; 2026Q1: 52,802 shares; 2026Q2: 41,215 shares 41,215 $3.18M 0.95% -11,587 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: 44,708 shares; 2024Q4: 42,211 shares; 2025Q1: 44,711 shares; 2025Q2: 44,762 shares; 2025Q3: 43,966 shares; 2025Q4: 44,289 shares; 2026Q1: 43,142 shares; 2026Q2: 43,162 shares 43,162 $3.17M 0.94% +20 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: 56,587 shares; 2024Q4: 56,987 shares; 2025Q1: 61,967 shares; 2025Q2: 65,556 shares; 2025Q3: 55,828 shares; 2025Q4: 45,639 shares; 2026Q1: 39,443 shares; 2026Q2: 36,285 shares 36,285 $2.83M 0.84% -3,158 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,226 shares; 2024Q4: 23,249 shares; 2025Q1: 25,333 shares; 2025Q2: 28,967 shares; 2025Q3: 32,234 shares; 2025Q4: 34,941 shares; 2026Q1: 39,713 shares; 2026Q2: 40,973 shares 40,973 $2.07M 0.62% +1,260 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,985 shares; 2024Q4: 30,219 shares; 2025Q1: 32,600 shares; 2025Q2: 31,294 shares; 2025Q3: 30,974 shares; 2025Q4: 31,667 shares; 2026Q1: 35,827 shares; 2026Q2: 38,273 shares 38,273 $1.98M 0.59% +2,446 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: 5,563 shares; 2024Q4: 5,538 shares; 2025Q1: 5,487 shares; 2025Q2: 5,784 shares; 2025Q3: 6,888 shares; 2025Q4: 7,172 shares; 2026Q1: 8,034 shares; 2026Q2: 8,383 shares 8,383 $1.9M 0.57% +349 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: 3,924 shares; 2024Q4: 3,861 shares; 2025Q1: 3,679 shares; 2025Q2: 3,691 shares; 2025Q3: 3,671 shares; 2025Q4: 3,593 shares; 2026Q1: 3,515 shares; 2026Q2: 14,022 shares 14,022 $1.74M 0.52% +10,507 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,134 shares; 2024Q4: 22,666 shares; 2025Q1: 21,776 shares; 2025Q2: 20,649 shares; 2025Q3: 20,291 shares; 2025Q4: 19,837 shares; 2026Q1: 18,359 shares; 2026Q2: 17,574 shares 17,574 $1.7M 0.5% -785 Timeline VCIT 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: 15,160 shares; 2024Q4: 14,233 shares; 2025Q1: 13,885 shares; 2025Q2: 13,928 shares; 2025Q3: 15,054 shares; 2025Q4: 18,561 shares; 2026Q1: 17,802 shares; 2026Q2: 19,574 shares 19,574 $1.62M 0.48% +1,772 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,386 shares; 2025Q3: 9,194 shares; 2025Q4: 11,167 shares; 2026Q1: 12,884 shares; 2026Q2: 12,560 shares 12,560 $1.42M 0.42% -324 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,200 shares; 2024Q4: 11,639 shares; 2025Q1: 11,229 shares; 2025Q2: 11,175 shares; 2025Q3: 9,761 shares; 2025Q4: 9,151 shares; 2026Q1: 8,458 shares; 2026Q2: 8,273 shares 8,273 $1.23M 0.37% -185 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,877 shares; 2024Q4: 14,549 shares; 2025Q1: 14,808 shares; 2025Q2: 16,896 shares; 2025Q3: 18,951 shares; 2025Q4: 19,307 shares; 2026Q1: 23,588 shares; 2026Q2: 24,044 shares 24,044 $1.22M 0.36% +456 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: 1,515 shares; 2024Q4: 1,561 shares; 2025Q1: 1,505 shares; 2025Q2: 1,507 shares; 2025Q3: 1,496 shares; 2025Q4: 1,487 shares; 2026Q1: 1,448 shares; 2026Q2: 1,631 shares 1,631 $1.12M 0.33% +183 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,112 shares; 2024Q4: 13,094 shares; 2025Q1: 12,644 shares; 2025Q2: 12,796 shares; 2025Q3: 12,979 shares; 2025Q4: 12,788 shares; 2026Q1: 13,427 shares; 2026Q2: 13,418 shares 13,418 $1.1M 0.33% -9 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: not reported; 2024Q4: not reported; 2025Q1: 11,180 shares; 2025Q2: 18,975 shares; 2025Q3: 18,994 shares; 2025Q4: 22,964 shares; 2026Q1: 25,159 shares; 2026Q2: 23,253 shares 23,253 $1.06M 0.31% -1,906 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: 77,277 shares; 2024Q4: 62,004 shares; 2025Q1: 53,842 shares; 2025Q2: 49,475 shares; 2025Q3: 44,021 shares; 2025Q4: 43,212 shares; 2026Q1: 41,055 shares; 2026Q2: 37,909 shares 37,909 $992K 0.3% -3,146 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: 2,669 shares; 2024Q4: 3,364 shares; 2025Q1: 3,362 shares; 2025Q2: 3,349 shares; 2025Q3: 3,322 shares; 2025Q4: 3,306 shares; 2026Q1: 3,321 shares; 2026Q2: 3,322 shares 3,322 $961K 0.29% +1 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,287 shares; 2024Q4: 25,305 shares; 2025Q1: 25,138 shares; 2025Q2: 25,138 shares; 2025Q3: 25,138 shares; 2025Q4: 29,695 shares; 2026Q1: 29,121 shares; 2026Q2: 43,262 shares 43,262 $896K 0.27% +14,141 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,402 shares; 2025Q1: 5,402 shares; 2025Q2: 6,408 shares; 2025Q3: 12,115 shares; 2025Q4: 12,387 shares; 2026Q1: 17,212 shares; 2026Q2: 17,250 shares 17,250 $886K 0.26% +38 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,179 shares; 2024Q4: 2,135 shares; 2025Q1: 2,125 shares; 2025Q2: 2,177 shares; 2025Q3: 2,490 shares; 2025Q4: 2,357 shares; 2026Q1: 2,515 shares; 2026Q2: 2,693 shares 2,693 $882K 0.26% +178 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,899 shares; 2024Q4: 7,701 shares; 2025Q1: 7,505 shares; 2025Q2: 7,328 shares; 2025Q3: 7,254 shares; 2025Q4: 7,039 shares; 2026Q1: 6,243 shares; 2026Q2: 6,226 shares 6,226 $851K 0.25% -17 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,693 shares; 2024Q4: 8,055 shares; 2025Q1: 9,724 shares; 2025Q2: 11,272 shares; 2025Q3: 14,086 shares; 2025Q4: 14,165 shares; 2026Q1: 17,871 shares; 2026Q2: 18,228 shares 18,228 $769K 0.23% +357 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: 15,536 shares; 2024Q4: 16,026 shares; 2025Q1: 15,665 shares; 2025Q2: 15,251 shares; 2025Q3: 15,489 shares; 2025Q4: 14,004 shares; 2026Q1: 13,512 shares; 2026Q2: 14,555 shares 14,555 $763K 0.23% +1,043 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,611 shares; 2024Q4: 1,621 shares; 2025Q1: 1,631 shares; 2025Q2: 1,642 shares; 2025Q3: 1,653 shares; 2025Q4: 1,664 shares; 2026Q1: 1,675 shares; 2026Q2: 1,686 shares 1,686 $678K 0.2% +11 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,171 shares; 2024Q4: 4,523 shares; 2025Q1: 4,528 shares; 2025Q2: 4,525 shares; 2025Q3: 4,557 shares; 2025Q4: 4,485 shares; 2026Q1: 4,349 shares; 2026Q2: 3,581 shares 3,581 $662K 0.2% -768 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: 7,655 shares; 2024Q4: 7,510 shares; 2025Q1: 7,517 shares; 2025Q2: 7,173 shares; 2025Q3: 6,379 shares; 2025Q4: 6,115 shares; 2026Q1: 6,114 shares; 2026Q2: 5,850 shares 5,850 $608K 0.18% -264 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: 1,062 shares; 2024Q4: 1,275 shares; 2025Q1: 1,281 shares; 2025Q2: 1,282 shares; 2025Q3: 1,319 shares; 2025Q4: 1,287 shares; 2026Q1: 1,557 shares; 2026Q2: 1,595 shares 1,595 $595K 0.18% +38 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,978 shares; 2024Q4: 36,190 shares; 2025Q1: 36,311 shares; 2025Q2: 33,011 shares; 2025Q3: 33,299 shares; 2025Q4: 30,030 shares; 2026Q1: 29,995 shares; 2026Q2: 29,889 shares 29,889 $577K 0.17% -106 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: 6,972 shares; 2024Q4: 5,986 shares; 2025Q1: 5,746 shares; 2025Q2: 5,832 shares; 2025Q3: 5,642 shares; 2025Q4: 5,581 shares; 2026Q1: 5,030 shares; 2026Q2: 4,724 shares 4,724 $521K 0.16% -306 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,596 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,659 shares; 2025Q4: 1,649 shares; 2026Q1: 1,862 shares; 2026Q2: 2,130 shares 2,130 $508K 0.15% +268 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,679 shares 8,679 $505K 0.15% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,608 shares; 2025Q1: not reported; 2025Q2: 1,559 shares; 2025Q3: 1,474 shares; 2025Q4: 1,561 shares; 2026Q1: 2,666 shares; 2026Q2: 2,521 shares 2,521 $504K 0.15% -145 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: 779 shares; 2024Q4: 816 shares; 2025Q1: 686 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 634 shares; 2026Q1: 634 shares; 2026Q2: 669 shares 669 $500K 0.15% +35 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,073 shares; 2024Q4: 8,828 shares; 2025Q1: 8,828 shares; 2025Q2: 8,619 shares; 2025Q3: 8,573 shares; 2025Q4: 8,573 shares; 2026Q1: 8,582 shares; 2026Q2: 8,532 shares 8,532 $481K 0.14% -50 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 647 shares; 2025Q2: 649 shares; 2025Q3: 651 shares; 2025Q4: 652 shares; 2026Q1: 653 shares; 2026Q2: 656 shares 656 $468K 0.14% +3 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,483 shares; 2024Q4: 2,227 shares; 2025Q1: 2,219 shares; 2025Q2: 2,226 shares; 2025Q3: 2,227 shares; 2025Q4: 2,227 shares; 2026Q1: 2,227 shares; 2026Q2: 2,263 shares 2,263 $447K 0.13% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,261 shares; 2025Q3: 12,261 shares; 2025Q4: 8,107 shares; 2026Q1: 10,542 shares; 2026Q2: 13,671 shares 13,671 $434K 0.13% +3,129 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,602 shares; 2024Q4: 4,626 shares; 2025Q1: 4,670 shares; 2025Q2: 4,545 shares; 2025Q3: 4,550 shares; 2025Q4: 4,255 shares; 2026Q1: 4,212 shares; 2026Q2: 4,133 shares 4,133 $428K 0.13% -79 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: not reported; 2024Q4: 6,787 shares; 2025Q1: 6,289 shares; 2025Q2: 6,304 shares; 2025Q3: 6,296 shares; 2025Q4: 6,308 shares; 2026Q1: 6,228 shares; 2026Q2: 6,182 shares 6,182 $423K 0.13% -46 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,844 shares; 2024Q4: 1,895 shares; 2025Q1: 1,740 shares; 2025Q2: 1,743 shares; 2025Q3: 1,719 shares; 2025Q4: 1,707 shares; 2026Q1: 1,727 shares; 2026Q2: 1,701 shares 1,701 $412K 0.12% -26 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: 5,766 shares; 2024Q4: 5,765 shares; 2025Q1: 6,045 shares; 2025Q2: 5,929 shares; 2025Q3: 5,953 shares; 2025Q4: 4,995 shares; 2026Q1: 4,441 shares; 2026Q2: 4,401 shares 4,401 $361K 0.11% -40 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: 2,757 shares; 2024Q4: 4,157 shares; 2025Q1: 4,166 shares; 2025Q2: 4,660 shares; 2025Q3: 3,105 shares; 2025Q4: 3,339 shares; 2026Q1: 3,340 shares; 2026Q2: 3,341 shares 3,341 $360K 0.11% +1 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 763 shares; 2026Q1: 963 shares; 2026Q2: 930 shares 930 $332K 0.1% -33 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: 4,720 shares; 2024Q4: 5,820 shares; 2025Q1: 5,204 shares; 2025Q2: 5,716 shares; 2025Q3: 5,718 shares; 2025Q4: 6,193 shares; 2026Q1: 6,193 shares; 2026Q2: 5,534 shares 5,534 $330K 0.1% -659 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: 1,364 shares; 2024Q4: 1,190 shares; 2025Q1: 1,171 shares; 2025Q2: 1,170 shares; 2025Q3: 1,128 shares; 2025Q4: 1,116 shares; 2026Q1: 1,122 shares; 2026Q2: 1,042 shares 1,042 $313K 0.09% -80 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: 4,515 shares; 2024Q4: 4,494 shares; 2025Q1: 4,460 shares; 2025Q2: 3,568 shares; 2025Q3: 3,562 shares; 2025Q4: 3,355 shares; 2026Q1: 3,936 shares; 2026Q2: 3,919 shares 3,919 $301K 0.09% -17 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: 1,356 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,237 shares; 2025Q4: 1,172 shares; 2026Q1: 1,180 shares; 2026Q2: 1,179 shares 1,179 $299K 0.09% -1 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: 2,385 shares; 2024Q4: 2,189 shares; 2025Q1: 2,169 shares; 2025Q2: 2,032 shares; 2025Q3: 1,999 shares; 2025Q4: 2,242 shares; 2026Q1: 2,309 shares; 2026Q2: 2,186 shares 2,186 $299K 0.09% -123 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: 1,515 shares; 2024Q4: 1,501 shares; 2025Q1: 1,426 shares; 2025Q2: 1,399 shares; 2025Q3: 1,328 shares; 2025Q4: 1,235 shares; 2026Q1: 993 shares; 2026Q2: 981 shares 981 $297K 0.09% -12 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,621 shares; 2024Q4: 4,627 shares; 2025Q1: 4,585 shares; 2025Q2: 4,592 shares; 2025Q3: 4,599 shares; 2025Q4: 4,608 shares; 2026Q1: 4,579 shares; 2026Q2: 4,567 shares 4,567 $293K 0.09% -12 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,221 shares; 2024Q4: 6,226 shares; 2025Q1: 6,226 shares; 2025Q2: 4,952 shares; 2025Q3: 5,188 shares; 2025Q4: 5,133 shares; 2026Q1: 4,887 shares; 2026Q2: 5,018 shares 5,018 $279K 0.08% +131 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 743 shares; 2025Q3: 652 shares; 2025Q4: 686 shares; 2026Q1: 692 shares; 2026Q2: 722 shares 722 $267K 0.08% +30 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 534 shares; 2026Q1: 537 shares; 2026Q2: 542 shares 542 $266K 0.08% +5 Timeline CBZ CBIZ INC More: the full row for CBIZ 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: 8,219 shares 8,219 $264K 0.08% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 226 shares 226 $261K 0.08% 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: 975 shares; 2024Q4: 728 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 739 shares; 2025Q4: 739 shares; 2026Q1: 737 shares; 2026Q2: 731 shares 731 $258K 0.08% -6 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: 3,169 shares; 2024Q4: 3,133 shares; 2025Q1: 3,126 shares; 2025Q2: 3,123 shares; 2025Q3: 3,123 shares; 2025Q4: 3,064 shares; 2026Q1: 2,380 shares; 2026Q2: 1,853 shares 1,853 $255K 0.08% -527 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: 1,620 shares; 2024Q4: 1,618 shares; 2025Q1: 1,625 shares; 2025Q2: 1,626 shares; 2025Q3: 1,639 shares; 2025Q4: 1,640 shares; 2026Q1: 1,634 shares; 2026Q2: 1,714 shares 1,714 $251K 0.07% +80 Timeline IHAK 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: 4,504 shares; 2025Q1: 4,504 shares; 2025Q2: 4,504 shares; 2025Q3: 4,504 shares; 2025Q4: 4,505 shares; 2026Q1: not reported; 2026Q2: 4,117 shares 4,117 $250K 0.07% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,317 shares; 2024Q4: 1,317 shares; 2025Q1: 1,314 shares; 2025Q2: 1,255 shares; 2025Q3: 1,129 shares; 2025Q4: 1,129 shares; 2026Q1: 1,129 shares; 2026Q2: 1,129 shares 1,129 $246K 0.07% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 422 shares; 2026Q2: 431 shares 431 $243K 0.07% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 683 shares 683 $233K 0.07% new Timeline MDYG 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: 2,052 shares 2,052 $230K 0.07% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,050 shares 3,050 $217K 0.06% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,345 shares; 2024Q4: 5,381 shares; 2025Q1: 5,148 shares; 2025Q2: 4,665 shares; 2025Q3: 4,845 shares; 2025Q4: 3,958 shares; 2026Q1: 2,621 shares; 2026Q2: 2,387 shares 2,387 $209K 0.06% -234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,058 shares 1,058 $202K 0.06% new Timeline