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: 2,059,534 shares; 2024Q4: 4,384,015 shares; 2025Q1: 4,481,736 shares; 2025Q2: 4,839,092 shares; 2025Q3: 5,540,141 shares; 2025Q4: 5,947,539 shares; 2026Q1: 6,097,616 shares; 2026Q2: 6,157,146 shares 6,157,146 $171M 11.49% +59,530 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: 1,364,738 shares; 2024Q4: 4,188,511 shares; 2025Q1: 4,308,320 shares; 2025Q2: 4,439,368 shares; 2025Q3: 4,331,628 shares; 2025Q4: 3,683,118 shares; 2026Q1: 3,432,547 shares; 2026Q2: 3,373,480 shares 3,373,480 $117M 7.91% -59,067 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: 469,636 shares; 2024Q4: 1,812,328 shares; 2025Q1: 1,828,284 shares; 2025Q2: 1,834,662 shares; 2025Q3: 2,008,315 shares; 2025Q4: 2,702,334 shares; 2026Q1: 3,072,993 shares; 2026Q2: 3,100,787 shares 3,100,787 $105M 7.07% +27,794 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: 23,306 shares; 2024Q4: 30,718 shares; 2025Q1: 30,885 shares; 2025Q2: 31,570 shares; 2025Q3: 31,581 shares; 2025Q4: 58,056 shares; 2026Q1: 86,554 shares; 2026Q2: 86,773 shares 86,773 $100M 6.75% +219 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: 790,050 shares; 2024Q4: 2,473,879 shares; 2025Q1: 2,546,334 shares; 2025Q2: 2,619,006 shares; 2025Q3: 2,658,567 shares; 2025Q4: 2,649,062 shares; 2026Q1: 2,683,602 shares; 2026Q2: 2,688,126 shares 2,688,126 $83.6M 5.63% +4,524 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: 549,825 shares; 2024Q4: 607,519 shares; 2025Q1: 644,233 shares; 2025Q2: 679,972 shares; 2025Q3: 717,651 shares; 2025Q4: 745,271 shares; 2026Q1: 820,442 shares; 2026Q2: 838,296 shares 838,296 $65.3M 4.4% +17,854 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: 776,837 shares; 2024Q4: 770,813 shares; 2025Q1: 774,633 shares; 2025Q2: 787,430 shares; 2025Q3: 865,398 shares; 2025Q4: 887,584 shares; 2026Q1: 898,383 shares; 2026Q2: 906,069 shares 906,069 $64.6M 4.35% +7,686 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: 678,464 shares; 2024Q4: 1,341,613 shares; 2025Q1: 1,334,111 shares; 2025Q2: 1,311,482 shares; 2025Q3: 1,319,841 shares; 2025Q4: 1,511,541 shares; 2026Q1: 1,521,296 shares; 2026Q2: 1,517,147 shares 1,517,147 $54.8M 3.69% -4,149 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: 299,285 shares; 2024Q4: 298,867 shares; 2025Q1: 297,432 shares; 2025Q2: 301,129 shares; 2025Q3: 299,822 shares; 2025Q4: 300,866 shares; 2026Q1: 278,278 shares; 2026Q2: 253,718 shares 253,718 $50.8M 3.42% -24,560 Timeline EFAX 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: 355,637 shares; 2024Q4: 385,271 shares; 2025Q1: 402,352 shares; 2025Q2: 448,492 shares; 2025Q3: 568,907 shares; 2025Q4: 661,907 shares; 2026Q1: 694,484 shares; 2026Q2: 713,531 shares 713,531 $38.6M 2.6% +19,047 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: 382,538 shares; 2024Q4: 1,161,779 shares; 2025Q1: 1,171,787 shares; 2025Q2: 1,160,310 shares; 2025Q3: 1,154,813 shares; 2025Q4: 1,124,612 shares; 2026Q1: 1,118,297 shares; 2026Q2: 1,104,883 shares 1,104,883 $32M 2.16% -13,414 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: 489,389 shares; 2024Q4: 1,516,709 shares; 2025Q1: 1,554,746 shares; 2025Q2: 1,408,203 shares; 2025Q3: 993,325 shares; 2025Q4: 939,794 shares; 2026Q1: 885,367 shares; 2026Q2: 863,655 shares 863,655 $31.8M 2.15% -21,712 Timeline SPYX 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: 367,429 shares; 2024Q4: 388,075 shares; 2025Q1: 400,407 shares; 2025Q2: 407,142 shares; 2025Q3: 441,598 shares; 2025Q4: 443,447 shares; 2026Q1: 453,587 shares; 2026Q2: 451,355 shares 451,355 $27.6M 1.86% -2,232 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: 921,680 shares; 2024Q4: 963,239 shares; 2025Q1: 1,009,058 shares; 2025Q2: 1,069,164 shares; 2025Q3: 1,156,873 shares; 2025Q4: 1,187,043 shares; 2026Q1: 828,388 shares; 2026Q2: 847,978 shares 847,978 $25.4M 1.71% +19,590 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: 610,614 shares; 2024Q4: 698,231 shares; 2025Q1: 763,201 shares; 2025Q2: 794,814 shares; 2025Q3: 833,283 shares; 2025Q4: 873,115 shares; 2026Q1: 941,689 shares; 2026Q2: 957,658 shares 957,658 $25.4M 1.71% +15,969 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: 281,602 shares; 2024Q4: 585,448 shares; 2025Q1: 607,870 shares; 2025Q2: 621,487 shares; 2025Q3: 627,266 shares; 2025Q4: 640,871 shares; 2026Q1: 646,904 shares; 2026Q2: 656,112 shares 656,112 $25M 1.68% +9,208 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,888 shares; 2024Q4: 141,062 shares; 2025Q1: 145,666 shares; 2025Q2: 155,837 shares; 2025Q3: 163,760 shares; 2025Q4: 177,806 shares; 2026Q1: 183,625 shares; 2026Q2: 183,341 shares 183,341 $24.2M 1.63% -284 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: 72,751 shares; 2024Q4: 71,176 shares; 2025Q1: 71,686 shares; 2025Q2: 72,525 shares; 2025Q3: 68,446 shares; 2025Q4: 68,354 shares; 2026Q1: 69,601 shares; 2026Q2: 69,547 shares 69,547 $21.1M 1.42% -54 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: 35,586 shares; 2024Q4: 35,244 shares; 2025Q1: 35,320 shares; 2025Q2: 36,150 shares; 2025Q3: 35,843 shares; 2025Q4: 38,764 shares; 2026Q1: 39,439 shares; 2026Q2: 242,586 shares 242,586 $20.9M 1.41% +203,147 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471,034 shares; 2024Q4: 470,587 shares; 2025Q1: 470,570 shares; 2025Q2: 470,570 shares; 2025Q3: 470,570 shares; 2025Q4: 468,484 shares; 2026Q1: 468,484 shares; 2026Q2: 468,484 shares 468,484 $20.7M 1.4% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,972 shares; 2024Q4: 126,319 shares; 2025Q1: 128,546 shares; 2025Q2: 130,422 shares; 2025Q3: 139,090 shares; 2025Q4: 136,503 shares; 2026Q1: 138,689 shares; 2026Q2: 139,453 shares 139,453 $19.9M 1.34% +764 Timeline DFIC 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: 426,770 shares; 2024Q4: 402,058 shares; 2025Q1: 391,166 shares; 2025Q2: 420,528 shares; 2025Q3: 435,997 shares; 2025Q4: 476,867 shares; 2026Q1: 498,420 shares; 2026Q2: 515,909 shares 515,909 $19.2M 1.3% +17,489 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: 86,283 shares; 2024Q4: 86,879 shares; 2025Q1: 87,993 shares; 2025Q2: 90,785 shares; 2025Q3: 91,702 shares; 2025Q4: 83,144 shares; 2026Q1: 82,098 shares; 2026Q2: 78,997 shares 78,997 $17.2M 1.16% -3,101 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: 129,608 shares; 2024Q4: 123,479 shares; 2025Q1: 128,613 shares; 2025Q2: 135,515 shares; 2025Q3: 143,355 shares; 2025Q4: 143,981 shares; 2026Q1: 218,665 shares; 2026Q2: 219,824 shares 219,824 $16.9M 1.14% +1,159 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: 55,761 shares; 2024Q4: 60,791 shares; 2025Q1: 60,677 shares; 2025Q2: 51,413 shares; 2025Q3: 51,381 shares; 2025Q4: 52,035 shares; 2026Q1: 315,765 shares; 2026Q2: 316,610 shares 316,610 $16.6M 1.12% +845 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: 52,151 shares; 2024Q4: 51,331 shares; 2025Q1: 52,113 shares; 2025Q2: 56,132 shares; 2025Q3: 56,654 shares; 2025Q4: 55,168 shares; 2026Q1: 54,910 shares; 2026Q2: 55,214 shares 55,214 $16M 1.08% +304 Timeline DUHP 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: 290,552 shares; 2024Q4: 316,300 shares; 2025Q1: 313,069 shares; 2025Q2: 321,303 shares; 2025Q3: 341,460 shares; 2025Q4: 350,305 shares; 2026Q1: 357,998 shares; 2026Q2: 378,691 shares 378,691 $15.8M 1.06% +20,693 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: 208,995 shares; 2024Q4: 224,897 shares; 2025Q1: 233,498 shares; 2025Q2: 257,789 shares; 2025Q3: 278,756 shares; 2025Q4: 350,116 shares; 2026Q1: 369,944 shares; 2026Q2: 382,946 shares 382,946 $13.9M 0.94% +13,002 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: 250,909 shares; 2024Q4: 253,511 shares; 2025Q1: 253,803 shares; 2025Q2: 264,491 shares; 2025Q3: 270,541 shares; 2025Q4: 277,720 shares; 2026Q1: 282,569 shares; 2026Q2: 287,705 shares 287,705 $12.8M 0.86% +5,136 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: 199,292 shares; 2024Q4: 233,749 shares; 2025Q1: 236,379 shares; 2025Q2: 243,224 shares; 2025Q3: 256,112 shares; 2025Q4: 269,393 shares; 2026Q1: 284,823 shares; 2026Q2: 300,648 shares 300,648 $11.9M 0.8% +15,825 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: 137,978 shares; 2024Q4: 137,734 shares; 2025Q1: 122,619 shares; 2025Q2: 116,928 shares; 2025Q3: 121,133 shares; 2025Q4: 134,462 shares; 2026Q1: 138,382 shares; 2026Q2: 143,008 shares 143,008 $11.8M 0.79% +4,626 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,547 shares; 2024Q4: 110,087 shares; 2025Q1: 109,336 shares; 2025Q2: 108,997 shares; 2025Q3: 107,878 shares; 2025Q4: 105,144 shares; 2026Q1: 104,985 shares; 2026Q2: 105,495 shares 105,495 $10.8M 0.73% +510 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: 48,220 shares; 2024Q4: 45,953 shares; 2025Q1: 45,797 shares; 2025Q2: 47,609 shares; 2025Q3: 35,007 shares; 2025Q4: 34,368 shares; 2026Q1: 33,418 shares; 2026Q2: 130,687 shares 130,687 $10.5M 0.71% +97,269 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: 89,335 shares; 2024Q4: 89,460 shares; 2025Q1: 89,508 shares; 2025Q2: 86,959 shares; 2025Q3: 85,638 shares; 2025Q4: 86,064 shares; 2026Q1: 88,096 shares; 2026Q2: 88,405 shares 88,405 $7.24M 0.49% +309 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,076 shares; 2024Q4: 52,316 shares; 2025Q1: 45,667 shares; 2025Q2: 65,613 shares; 2025Q3: 75,116 shares; 2025Q4: 68,656 shares; 2026Q1: 44,093 shares; 2026Q2: 70,695 shares 70,695 $6.98M 0.47% +26,602 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,043 shares; 2024Q4: 5,416 shares; 2025Q1: 7,012 shares; 2025Q2: 7,160 shares; 2025Q3: 7,126 shares; 2025Q4: 12,197 shares; 2026Q1: 12,168 shares; 2026Q2: 12,078 shares 12,078 $6.8M 0.46% -90 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: 2,991 shares; 2025Q1: 7,804 shares; 2025Q2: 7,804 shares; 2025Q3: 7,782 shares; 2025Q4: 7,766 shares; 2026Q1: 14,069 shares; 2026Q2: 14,076 shares 14,076 $6.72M 0.45% +7 Timeline ESML 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: 92,769 shares; 2026Q1: 103,992 shares; 2026Q2: 107,264 shares 107,264 $6M 0.4% +3,272 Timeline JAVA 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: 81,822 shares; 2024Q4: 78,742 shares; 2025Q1: 78,925 shares; 2025Q2: 81,380 shares; 2025Q3: 75,180 shares; 2025Q4: 73,248 shares; 2026Q1: 73,487 shares; 2026Q2: 72,368 shares 72,368 $5.75M 0.39% -1,119 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: 49,571 shares; 2024Q4: 49,792 shares; 2025Q1: 49,544 shares; 2025Q2: 50,458 shares; 2025Q3: 52,401 shares; 2025Q4: 52,883 shares; 2026Q1: 53,173 shares; 2026Q2: 53,756 shares 53,756 $5.58M 0.38% +583 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: 13,545 shares; 2024Q4: 13,720 shares; 2025Q1: 13,496 shares; 2025Q2: 13,382 shares; 2025Q3: 14,373 shares; 2025Q4: 14,403 shares; 2026Q1: 14,060 shares; 2026Q2: 14,514 shares 14,514 $5.41M 0.36% +454 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,218 shares; 2024Q4: 11,476 shares; 2025Q1: 9,701 shares; 2025Q2: 9,438 shares; 2025Q3: 9,463 shares; 2025Q4: 10,962 shares; 2026Q1: 10,333 shares; 2026Q2: 36,374 shares 36,374 $5.08M 0.34% +26,041 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: 7,188 shares; 2024Q4: 7,348 shares; 2025Q1: 7,441 shares; 2025Q2: 6,918 shares; 2025Q3: 5,768 shares; 2025Q4: 5,883 shares; 2026Q1: 5,814 shares; 2026Q2: 5,908 shares 5,908 $4.42M 0.3% +94 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: 16,228 shares; 2024Q4: 15,623 shares; 2025Q1: 15,668 shares; 2025Q2: 16,352 shares; 2025Q3: 15,549 shares; 2025Q4: 18,982 shares; 2026Q1: 18,331 shares; 2026Q2: 18,410 shares 18,410 $4.39M 0.3% +79 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: 79,601 shares; 2024Q4: 81,110 shares; 2025Q1: 82,023 shares; 2025Q2: 67,203 shares; 2025Q3: 67,476 shares; 2025Q4: 65,511 shares; 2026Q1: 54,202 shares; 2026Q2: 52,598 shares 52,598 $4.32M 0.29% -1,604 Timeline GPRO GOPRO INC More: the full row for GOPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,120 shares; 2024Q4: 11,613 shares; 2025Q1: 10,910 shares; 2025Q2: 11,597 shares; 2025Q3: 11,362 shares; 2025Q4: 11,463 shares; 2026Q1: 11,369 shares; 2026Q2: 11,532 shares 11,532 $4.12M +163 Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. 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: 9,369 shares; 2024Q4: 10,306 shares; 2025Q1: 11,093 shares; 2025Q2: 10,753 shares; 2025Q3: 16,270 shares; 2025Q4: 18,082 shares; 2026Q1: 17,325 shares; 2026Q2: 17,231 shares 17,231 $3.91M 0.26% -94 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: 5,785 shares; 2024Q4: 5,973 shares; 2025Q1: 5,855 shares; 2025Q2: 5,714 shares; 2025Q3: 5,689 shares; 2025Q4: 5,659 shares; 2026Q1: 5,617 shares; 2026Q2: 5,233 shares 5,233 $3.91M 0.26% -384 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,258 shares; 2025Q4: 2,219 shares; 2026Q1: 5,361 shares; 2026Q2: 5,193 shares 5,193 $3.75M 0.25% -168 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: 6,942 shares; 2024Q4: 7,142 shares; 2025Q1: 7,091 shares; 2025Q2: 7,203 shares; 2025Q3: 7,272 shares; 2025Q4: 7,223 shares; 2026Q1: 7,028 shares; 2026Q2: 7,163 shares 7,163 $3.58M 0.24% +135 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 6,686 shares 6,686 $3.28M 0.22% new 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: 49,799 shares; 2024Q4: 50,166 shares; 2025Q1: 52,982 shares; 2025Q2: 53,916 shares; 2025Q3: 56,150 shares; 2025Q4: 54,320 shares; 2026Q1: 54,309 shares; 2026Q2: 54,554 shares 54,554 $3.26M 0.22% +245 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,578 shares; 2024Q4: 7,531 shares; 2025Q1: 7,500 shares; 2025Q2: 7,098 shares; 2025Q3: 7,098 shares; 2025Q4: 7,098 shares; 2026Q1: 7,099 shares; 2026Q2: 7,099 shares 7,099 $2.91M 0.2% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,450 shares; 2024Q4: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 16,014 shares; 2025Q3: 22,417 shares; 2025Q4: 26,560 shares; 2026Q1: 32,637 shares; 2026Q2: 36,462 shares 36,462 $2.78M 0.19% +3,825 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: 8,695 shares; 2024Q4: 9,161 shares; 2025Q1: 7,287 shares; 2025Q2: 7,344 shares; 2025Q3: 7,090 shares; 2025Q4: 7,251 shares; 2026Q1: 7,259 shares; 2026Q2: 7,262 shares 7,262 $2.69M 0.18% +3 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,573 shares; 2024Q4: 47,484 shares; 2025Q1: 47,484 shares; 2025Q2: 49,520 shares; 2025Q3: 49,304 shares; 2025Q4: 49,552 shares; 2026Q1: 51,435 shares; 2026Q2: 51,345 shares 51,345 $2.42M 0.16% -90 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,643 shares; 2024Q4: 7,718 shares; 2025Q1: 7,743 shares; 2025Q2: 7,743 shares; 2025Q3: 7,766 shares; 2025Q4: 7,743 shares; 2026Q1: 7,745 shares; 2026Q2: 7,746 shares 7,746 $2.25M 0.15% +1 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: 3,909 shares; 2024Q4: 3,517 shares; 2025Q1: 4,517 shares; 2025Q2: 4,623 shares; 2025Q3: 4,547 shares; 2025Q4: 6,474 shares; 2026Q1: 6,189 shares; 2026Q2: 6,202 shares 6,202 $2.19M 0.15% +13 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: 8,375 shares; 2024Q4: 9,298 shares; 2025Q1: 8,025 shares; 2025Q2: 8,046 shares; 2025Q3: 8,109 shares; 2025Q4: 7,885 shares; 2026Q1: 8,480 shares; 2026Q2: 8,495 shares 8,495 $2.16M 0.15% +15 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: 13,226 shares; 2024Q4: 14,124 shares; 2025Q1: 14,341 shares; 2025Q2: 11,450 shares; 2025Q3: 10,868 shares; 2025Q4: 13,138 shares; 2026Q1: 13,847 shares; 2026Q2: 14,635 shares 14,635 $2.01M 0.14% +788 Timeline DFSV 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: 51,531 shares; 2024Q4: 51,597 shares; 2025Q1: 51,741 shares; 2025Q2: 46,706 shares; 2025Q3: 46,914 shares; 2025Q4: 47,541 shares; 2026Q1: 47,119 shares; 2026Q2: 45,767 shares 45,767 $1.78M 0.12% -1,352 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: 35,772 shares; 2024Q4: 43,567 shares; 2025Q1: 43,636 shares; 2025Q2: 43,885 shares; 2025Q3: 44,120 shares; 2025Q4: 43,379 shares; 2026Q1: 42,970 shares; 2026Q2: 42,413 shares 42,413 $1.71M 0.11% -557 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: 2,868 shares; 2024Q4: 2,614 shares; 2025Q1: 2,478 shares; 2025Q2: 3,154 shares; 2025Q3: 2,575 shares; 2025Q4: 2,668 shares; 2026Q1: 2,720 shares; 2026Q2: 2,774 shares 2,774 $1.61M 0.11% +54 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: 4,839 shares; 2024Q4: 5,129 shares; 2025Q1: 4,243 shares; 2025Q2: 4,418 shares; 2025Q3: 4,291 shares; 2025Q4: 4,252 shares; 2026Q1: 3,850 shares; 2026Q2: 3,819 shares 3,819 $1.61M 0.11% -31 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,768 shares 1,768 $1.52M 0.1% new Timeline SCHK 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: 18,248 shares; 2025Q2: 28,934 shares; 2025Q3: 30,792 shares; 2025Q4: 33,451 shares; 2026Q1: 40,022 shares; 2026Q2: 41,222 shares 41,222 $1.49M 0.1% +1,200 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: not reported; 2026Q1: 2,348 shares; 2026Q2: 2,326 shares 2,326 $1.49M 0.1% -22 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: 1,040 shares; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,024 shares; 2025Q3: 999 shares; 2025Q4: 1,226 shares; 2026Q1: 1,171 shares; 2026Q2: 1,179 shares 1,179 $1.41M 0.1% +8 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,271 shares; 2024Q4: 27,044 shares; 2025Q1: 27,990 shares; 2025Q2: 29,374 shares; 2025Q3: 29,922 shares; 2025Q4: 30,566 shares; 2026Q1: 30,158 shares; 2026Q2: 33,592 shares 33,592 $1.37M 0.09% +3,434 Timeline VOOV 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: 6,050 shares; 2024Q4: 6,117 shares; 2025Q1: 6,117 shares; 2025Q2: 6,117 shares; 2025Q3: 6,116 shares; 2025Q4: 6,116 shares; 2026Q1: 6,117 shares; 2026Q2: 6,117 shares 6,117 $1.34M 0.09% 0 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: 3,163 shares; 2024Q4: 4,389 shares; 2025Q1: 4,292 shares; 2025Q2: 4,533 shares; 2025Q3: 4,476 shares; 2025Q4: 4,175 shares; 2026Q1: 4,113 shares; 2026Q2: 4,091 shares 4,091 $1.34M 0.09% -22 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 11,577 shares; 2025Q4: 11,579 shares; 2026Q1: 11,579 shares; 2026Q2: 12,906 shares 12,906 $1.31M 0.09% +1,327 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,021 shares; 2024Q4: 3,072 shares; 2025Q1: 3,100 shares; 2025Q2: 3,069 shares; 2025Q3: 2,975 shares; 2025Q4: 2,967 shares; 2026Q1: 2,974 shares; 2026Q2: 2,986 shares 2,986 $1.27M 0.09% +12 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: 9,495 shares; 2024Q4: 9,965 shares; 2025Q1: 9,524 shares; 2025Q2: 9,944 shares; 2025Q3: 9,939 shares; 2025Q4: 9,948 shares; 2026Q1: 10,606 shares; 2026Q2: 10,768 shares 10,768 $1.26M 0.09% +162 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: 933 shares; 2024Q4: 848 shares; 2025Q1: 907 shares; 2025Q2: 914 shares; 2025Q3: 953 shares; 2025Q4: 1,315 shares; 2026Q1: 1,278 shares; 2026Q2: 1,342 shares 1,342 $1.25M 0.08% +64 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: not reported; 2025Q1: not reported; 2025Q2: 23,355 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,268 shares 18,268 $1.25M 0.08% new 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: 11,840 shares; 2024Q4: 11,852 shares; 2025Q1: 10,205 shares; 2025Q2: 10,333 shares; 2025Q3: 10,269 shares; 2025Q4: 10,306 shares; 2026Q1: 6,669 shares; 2026Q2: 6,695 shares 6,695 $1.24M 0.08% +26 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: 5,861 shares; 2024Q4: 6,074 shares; 2025Q1: 5,961 shares; 2025Q2: 6,626 shares; 2025Q3: 7,379 shares; 2025Q4: 8,614 shares; 2026Q1: 8,413 shares; 2026Q2: 8,209 shares 8,209 $1.22M 0.08% -204 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM 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: 45,221 shares 45,221 $1.21M 0.08% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X 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: 24,821 shares; 2025Q4: 33,649 shares; 2026Q1: 26,671 shares; 2026Q2: 26,743 shares 26,743 $1.17M 0.08% +72 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: 12,948 shares; 2024Q4: 13,183 shares; 2025Q1: 12,633 shares; 2025Q2: 14,944 shares; 2025Q3: 11,642 shares; 2025Q4: 20,664 shares; 2026Q1: 20,273 shares; 2026Q2: 20,344 shares 20,344 $1.16M 0.08% +71 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: 9,987 shares; 2024Q4: 7,879 shares; 2025Q1: 7,635 shares; 2025Q2: 8,043 shares; 2025Q3: 8,096 shares; 2025Q4: 8,015 shares; 2026Q1: 7,885 shares; 2026Q2: 7,826 shares 7,826 $1.15M 0.08% -59 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: 64,672 shares; 2024Q4: 65,157 shares; 2025Q1: 65,267 shares; 2025Q2: 62,659 shares; 2025Q3: 61,232 shares; 2025Q4: 63,938 shares; 2026Q1: 11,964 shares; 2026Q2: 11,493 shares 11,493 $1.14M 0.08% -471 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: 1,282 shares; 2024Q4: 1,282 shares; 2025Q1: 1,288 shares; 2025Q2: 1,288 shares; 2025Q3: 1,344 shares; 2025Q4: 17,658 shares; 2026Q1: 16,110 shares; 2026Q2: 15,917 shares 15,917 $1.14M 0.08% -193 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,461 shares; 2024Q4: 18,015 shares; 2025Q1: 18,156 shares; 2025Q2: 26,013 shares; 2025Q3: 25,513 shares; 2025Q4: 24,018 shares; 2026Q1: 25,393 shares; 2026Q2: 29,707 shares 29,707 $1.05M 0.07% +4,314 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: 3,390 shares; 2024Q4: 3,395 shares; 2025Q1: 3,398 shares; 2025Q2: 2,786 shares; 2025Q3: 3,738 shares; 2025Q4: 3,727 shares; 2026Q1: 3,728 shares; 2026Q2: 4,328 shares 4,328 $1.02M 0.07% +600 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: 16,811 shares; 2024Q4: 18,690 shares; 2025Q1: 18,513 shares; 2025Q2: 14,904 shares; 2025Q3: 12,895 shares; 2025Q4: 12,914 shares; 2026Q1: 13,003 shares; 2026Q2: 13,160 shares 13,160 $1.01M 0.07% +157 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC 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: 10,539 shares; 2026Q2: 10,539 shares 10,539 $1M 0.07% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,681 shares; 2024Q4: 8,774 shares; 2025Q1: 8,774 shares; 2025Q2: 8,774 shares; 2025Q3: 8,774 shares; 2025Q4: 8,774 shares; 2026Q1: 8,774 shares; 2026Q2: 17,547 shares 17,547 $985K 0.07% +8,773 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: 4,049 shares; 2024Q4: 3,865 shares; 2025Q1: 3,302 shares; 2025Q2: 2,853 shares; 2025Q3: 2,887 shares; 2025Q4: 2,946 shares; 2026Q1: 2,796 shares; 2026Q2: 2,849 shares 2,849 $977K 0.07% +53 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: 4,878 shares; 2024Q4: 5,178 shares; 2025Q1: 5,788 shares; 2025Q2: 5,803 shares; 2025Q3: 5,818 shares; 2025Q4: 5,835 shares; 2026Q1: 5,882 shares; 2026Q2: 5,896 shares 5,896 $969K 0.07% +14 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: 6,207 shares; 2024Q4: 6,206 shares; 2025Q1: 7,410 shares; 2025Q2: 7,454 shares; 2025Q3: 7,761 shares; 2025Q4: 7,702 shares; 2026Q1: 7,666 shares; 2026Q2: 7,728 shares 7,728 $875K 0.06% +62 Timeline TAN 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,954 shares; 2026Q1: 19,363 shares; 2026Q2: 14,300 shares 14,300 $846K 0.06% -5,063 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,570 shares; 2024Q4: 38,607 shares; 2025Q1: 39,772 shares; 2025Q2: 49,499 shares; 2025Q3: 49,154 shares; 2025Q4: 49,154 shares; 2026Q1: 47,838 shares; 2026Q2: 46,587 shares 46,587 $784K 0.05% -1,251 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: 690 shares; 2024Q4: 697 shares; 2025Q1: 683 shares; 2025Q2: 677 shares; 2025Q3: 692 shares; 2025Q4: 687 shares; 2026Q1: 700 shares; 2026Q2: 706 shares 706 $752K 0.05% +6 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,091 shares; 2024Q4: 3,940 shares; 2025Q1: 4,616 shares; 2025Q2: 5,011 shares; 2025Q3: 4,644 shares; 2025Q4: 4,715 shares; 2026Q1: 5,508 shares; 2026Q2: 5,485 shares 5,485 $705K 0.05% -23 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: 4,888 shares; 2024Q4: 4,609 shares; 2025Q1: 4,528 shares; 2025Q2: 4,643 shares; 2025Q3: 4,350 shares; 2025Q4: 4,165 shares; 2026Q1: 4,092 shares; 2026Q2: 4,207 shares 4,207 $697K 0.05% +115 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: 7,495 shares; 2024Q4: 22,692 shares; 2025Q1: 22,692 shares; 2025Q2: 22,692 shares; 2025Q3: 22,692 shares; 2025Q4: 20,588 shares; 2026Q1: 21,301 shares; 2026Q2: 21,618 shares 21,618 $686K 0.05% +317 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: 2,510 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 2,648 shares; 2025Q3: 2,713 shares; 2025Q4: 2,695 shares; 2026Q1: 2,719 shares; 2026Q2: 2,676 shares 2,676 $673K 0.05% -43 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: 9,377 shares; 2024Q4: 16,052 shares; 2025Q1: 16,076 shares; 2025Q2: 16,176 shares; 2025Q3: 18,346 shares; 2025Q4: 18,249 shares; 2026Q1: 18,276 shares; 2026Q2: 15,967 shares 15,967 $659K 0.04% -2,309 Timeline VGK 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: 16,785 shares; 2025Q2: 17,800 shares; 2025Q3: 16,295 shares; 2025Q4: 33,282 shares; 2026Q1: 7,366 shares; 2026Q2: 7,377 shares 7,377 $653K 0.04% +11 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: 466 shares; 2025Q3: 481 shares; 2025Q4: 524 shares; 2026Q1: 550 shares; 2026Q2: 547 shares 547 $643K 0.04% -3 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,937 shares; 2025Q3: 6,400 shares; 2025Q4: 6,590 shares; 2026Q1: 7,003 shares; 2026Q2: 7,586 shares 7,586 $625K 0.04% +583 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 393 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 2,520 shares; 2026Q1: 2,604 shares; 2026Q2: 2,392 shares 2,392 $624K 0.04% -212 Timeline VOOG 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: 1,208 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 7,442 shares 7,442 $615K 0.04% +6,202 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: 35,455 shares; 2024Q4: 11,132 shares; 2025Q1: 11,133 shares; 2025Q2: 11,136 shares; 2025Q3: 11,136 shares; 2025Q4: 11,137 shares; 2026Q1: 11,138 shares; 2026Q2: 11,140 shares 11,140 $602K 0.04% +2 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: 897 shares; 2025Q1: 1,106 shares; 2025Q2: 1,206 shares; 2025Q3: 1,906 shares; 2025Q4: 3,812 shares; 2026Q1: 3,812 shares; 2026Q2: 3,112 shares 3,112 $593K 0.04% -700 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: 896 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 1,284 shares; 2025Q3: 1,220 shares; 2025Q4: 1,189 shares; 2026Q1: 1,189 shares; 2026Q2: 4,604 shares 4,604 $572K 0.04% +3,415 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,401 shares; 2026Q1: 10,003 shares; 2026Q2: 10,267 shares 10,267 $562K 0.04% +264 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: 5,274 shares; 2024Q4: 5,274 shares; 2025Q1: 5,274 shares; 2025Q2: 5,274 shares; 2025Q3: 5,274 shares; 2025Q4: 5,274 shares; 2026Q1: 5,274 shares; 2026Q2: 5,274 shares 5,274 $561K 0.04% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,091 shares; 2024Q4: 12,157 shares; 2025Q1: 10,501 shares; 2025Q2: 11,720 shares; 2025Q3: 11,769 shares; 2025Q4: 10,925 shares; 2026Q1: 14,087 shares; 2026Q2: 15,695 shares 15,695 $536K 0.04% +1,608 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,423 shares; 2024Q4: 1,344 shares; 2025Q1: 1,390 shares; 2025Q2: 1,344 shares; 2025Q3: 1,447 shares; 2025Q4: 1,403 shares; 2026Q1: 1,421 shares; 2026Q2: 1,405 shares 1,405 $509K 0.03% -16 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: 5,578 shares; 2025Q1: 5,794 shares; 2025Q2: 5,444 shares; 2025Q3: 5,630 shares; 2025Q4: 5,647 shares; 2026Q1: 5,826 shares; 2026Q2: 5,793 shares 5,793 $508K 0.03% -33 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: 2,266 shares; 2024Q4: 1,957 shares; 2025Q1: 3,496 shares; 2025Q2: 3,165 shares; 2025Q3: 3,673 shares; 2025Q4: 3,523 shares; 2026Q1: 3,619 shares; 2026Q2: 3,663 shares 3,663 $501K 0.03% +44 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,389 shares; 2024Q4: 2,389 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,313 shares; 2026Q1: 2,272 shares; 2026Q2: 2,242 shares 2,242 $492K 0.03% -30 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: 5,162 shares; 2024Q4: 5,029 shares; 2025Q1: 4,969 shares; 2025Q2: 7,968 shares; 2025Q3: 6,255 shares; 2025Q4: 6,594 shares; 2026Q1: 9,177 shares; 2026Q2: 11,581 shares 11,581 $489K 0.03% +2,404 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,951 shares; 2025Q4: 1,955 shares; 2026Q1: 1,962 shares; 2026Q2: 1,966 shares 1,966 $478K 0.03% +4 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: 1,253 shares; 2024Q4: 1,239 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 2,010 shares; 2025Q4: 1,619 shares; 2026Q1: 1,615 shares; 2026Q2: 1,588 shares 1,588 $477K 0.03% -27 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: 599 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 1,233 shares; 2025Q3: 983 shares; 2025Q4: not reported; 2026Q1: 1,366 shares; 2026Q2: 1,380 shares 1,380 $471K 0.03% +14 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,627 shares; 2025Q2: 3,628 shares; 2025Q3: 3,628 shares; 2025Q4: 3,610 shares; 2026Q1: 3,706 shares; 2026Q2: 3,554 shares 3,554 $449K 0.03% -152 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,423 shares; 2024Q4: 4,435 shares; 2025Q1: 4,447 shares; 2025Q2: 4,458 shares; 2025Q3: 4,469 shares; 2025Q4: 4,484 shares; 2026Q1: 4,494 shares; 2026Q2: 4,504 shares 4,504 $425K 0.03% +10 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: 3,638 shares; 2025Q3: 3,640 shares; 2025Q4: 4,181 shares; 2026Q1: 4,967 shares; 2026Q2: 4,975 shares 4,975 $425K 0.03% +8 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: 3,320 shares; 2024Q4: 4,190 shares; 2025Q1: 4,190 shares; 2025Q2: 4,190 shares; 2025Q3: 4,250 shares; 2025Q4: 4,259 shares; 2026Q1: 4,260 shares; 2026Q2: 4,338 shares 4,338 $419K 0.03% +78 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: 4,086 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,568 shares; 2025Q4: 4,127 shares; 2026Q1: 4,682 shares; 2026Q2: 5,009 shares 5,009 $415K 0.03% +327 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: 1,016 shares; 2024Q4: 757 shares; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 802 shares; 2025Q4: 783 shares; 2026Q1: 806 shares; 2026Q2: 786 shares 786 $404K 0.03% -20 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,888 shares; 2025Q2: 1,897 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 1,905 shares; 2026Q2: 1,928 shares 1,928 $403K 0.03% +23 Timeline FDM 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: 4,689 shares; 2024Q4: not reported; 2025Q1: 4,692 shares; 2025Q2: 4,502 shares; 2025Q3: 4,446 shares; 2025Q4: 4,531 shares; 2026Q1: 4,544 shares; 2026Q2: 4,326 shares 4,326 $403K 0.03% -218 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,581 shares; 2024Q4: 12,243 shares; 2025Q1: 11,873 shares; 2025Q2: 11,949 shares; 2025Q3: 11,793 shares; 2025Q4: 11,577 shares; 2026Q1: 11,214 shares; 2026Q2: 10,895 shares 10,895 $401K 0.03% -319 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,833 shares; 2024Q4: 1,833 shares; 2025Q1: 1,512 shares; 2025Q2: 1,514 shares; 2025Q3: 1,516 shares; 2025Q4: 1,518 shares; 2026Q1: 1,576 shares; 2026Q2: 1,412 shares 1,412 $397K 0.03% -164 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,071 shares; 2024Q4: 3,833 shares; 2025Q1: 3,501 shares; 2025Q2: 3,564 shares; 2025Q3: 3,596 shares; 2025Q4: 3,661 shares; 2026Q1: 3,661 shares; 2026Q2: 3,717 shares 3,717 $382K 0.03% +56 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: 6,773 shares; 2024Q4: 7,448 shares; 2025Q1: 7,567 shares; 2025Q2: 7,517 shares; 2025Q3: 7,376 shares; 2025Q4: 3,229 shares; 2026Q1: 3,250 shares; 2026Q2: 3,227 shares 3,227 $376K 0.03% -23 Timeline SCMB 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: 10,340 shares; 2025Q2: 13,831 shares; 2025Q3: 13,957 shares; 2025Q4: 14,284 shares; 2026Q1: 14,367 shares; 2026Q2: 14,491 shares 14,491 $374K 0.03% +124 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: 1,794 shares; 2024Q4: 1,794 shares; 2025Q1: 1,794 shares; 2025Q2: 1,803 shares; 2025Q3: 1,877 shares; 2025Q4: 1,868 shares; 2026Q1: 1,956 shares; 2026Q2: 2,041 shares 2,041 $369K 0.02% +85 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,918 shares; 2024Q4: 3,973 shares; 2025Q1: 3,381 shares; 2025Q2: 3,581 shares; 2025Q3: 3,656 shares; 2025Q4: 3,601 shares; 2026Q1: 4,554 shares; 2026Q2: 4,538 shares 4,538 $369K 0.02% -16 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414 shares; 2025Q3: 424 shares; 2025Q4: 463 shares; 2026Q1: not reported; 2026Q2: 473 shares 473 $361K 0.02% new Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 4,092 shares; 2025Q3: 5,125 shares; 2025Q4: 6,904 shares; 2026Q1: 6,951 shares; 2026Q2: 7,023 shares 7,023 $356K 0.02% +72 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,484 shares; 2024Q4: 10,565 shares; 2025Q1: 10,603 shares; 2025Q2: 9,958 shares; 2025Q3: 7,188 shares; 2025Q4: 5,128 shares; 2026Q1: 3,790 shares; 2026Q2: 3,733 shares 3,733 $344K 0.02% -57 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: 3,332 shares; 2024Q4: 3,612 shares; 2025Q1: 3,131 shares; 2025Q2: 3,449 shares; 2025Q3: 3,050 shares; 2025Q4: 3,112 shares; 2026Q1: 3,068 shares; 2026Q2: 2,160 shares 2,160 $317K 0.02% -908 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,020 shares 1,020 $308K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,406 shares; 2025Q3: 1,398 shares; 2025Q4: 1,387 shares; 2026Q1: 1,324 shares; 2026Q2: 1,267 shares 1,267 $307K 0.02% -57 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: 3,713 shares; 2024Q4: 3,680 shares; 2025Q1: 3,589 shares; 2025Q2: 3,652 shares; 2025Q3: 3,251 shares; 2025Q4: 3,198 shares; 2026Q1: 3,071 shares; 2026Q2: 3,153 shares 3,153 $303K 0.02% +82 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 7,049 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $303K 0.02% 0 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: not reported; 2024Q4: 10,223 shares; 2025Q1: 8,942 shares; 2025Q2: 12,680 shares; 2025Q3: 12,874 shares; 2025Q4: 10,997 shares; 2026Q1: 11,147 shares; 2026Q2: 14,610 shares 14,610 $302K 0.02% +3,463 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: 15,883 shares; 2024Q4: 15,883 shares; 2025Q1: 15,883 shares; 2025Q2: 15,883 shares; 2025Q3: 15,883 shares; 2025Q4: 15,883 shares; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $296K 0.02% 0 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,539 shares; 2024Q4: not reported; 2025Q1: 7,547 shares; 2025Q2: 7,396 shares; 2025Q3: 7,353 shares; 2025Q4: 6,837 shares; 2026Q1: 6,843 shares; 2026Q2: 6,822 shares 6,822 $291K 0.02% -21 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,508 shares; 2025Q2: 3,472 shares; 2025Q3: 3,472 shares; 2025Q4: 3,492 shares; 2026Q1: 3,497 shares; 2026Q2: 3,420 shares 3,420 $290K 0.02% -77 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: 2,583 shares; 2024Q4: 2,629 shares; 2025Q1: 2,656 shares; 2025Q2: 2,693 shares; 2025Q3: 3,482 shares; 2025Q4: 2,732 shares; 2026Q1: 2,949 shares; 2026Q2: 2,961 shares 2,961 $285K 0.02% +12 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS 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: 324 shares; 2025Q3: 333 shares; 2025Q4: 279 shares; 2026Q1: 285 shares; 2026Q2: 273 shares 273 $276K 0.02% -12 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: 983 shares; 2024Q4: 973 shares; 2025Q1: 1,043 shares; 2025Q2: 1,006 shares; 2025Q3: 1,010 shares; 2025Q4: 997 shares; 2026Q1: 1,012 shares; 2026Q2: 1,010 shares 1,010 $275K 0.02% -2 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 635 shares 635 $274K 0.02% new 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: 1,405 shares; 2024Q4: 1,412 shares; 2025Q1: 1,419 shares; 2025Q2: 1,419 shares; 2025Q3: 1,389 shares; 2025Q4: 1,401 shares; 2026Q1: 1,368 shares; 2026Q2: 1,373 shares 1,373 $271K 0.02% +5 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: 1,120 shares; 2024Q4: 1,150 shares; 2025Q1: 1,085 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,093 shares; 2026Q1: 1,016 shares; 2026Q2: 988 shares 988 $267K 0.02% -28 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 21,805 shares; 2026Q1: 45,799 shares; 2026Q2: 4,902 shares 4,902 $262K 0.02% -40,897 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,042 shares; 2025Q1: 1,045 shares; 2025Q2: 1,072 shares; 2025Q3: 1,075 shares; 2025Q4: 1,085 shares; 2026Q1: 1,088 shares; 2026Q2: 1,091 shares 1,091 $261K 0.02% +3 Timeline SPYG 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: 2,275 shares; 2025Q3: 2,178 shares; 2025Q4: 2,181 shares; 2026Q1: 2,184 shares; 2026Q2: 2,187 shares 2,187 $260K 0.02% +3 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,340 shares; 2025Q1: 2,340 shares; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,340 shares; 2026Q1: 2,267 shares; 2026Q2: 2,267 shares 2,267 $259K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 986 shares; 2026Q2: 993 shares 993 $259K 0.02% +7 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 960 shares 960 $245K 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,170 shares; 2024Q4: 2,742 shares; 2025Q1: 2,473 shares; 2025Q2: 2,407 shares; 2025Q3: 2,474 shares; 2025Q4: 2,289 shares; 2026Q1: 2,312 shares; 2026Q2: 2,353 shares 2,353 $245K 0.02% +41 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: not reported; 2026Q1: 3,220 shares; 2026Q2: 3,213 shares 3,213 $245K 0.02% -7 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: 702 shares; 2024Q4: 742 shares; 2025Q1: 599 shares; 2025Q2: not reported; 2025Q3: 676 shares; 2025Q4: 714 shares; 2026Q1: not reported; 2026Q2: 584 shares 584 $243K 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,266 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,577 shares 1,577 $242K 0.02% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 122 shares 122 $242K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 884 shares 884 $238K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,345 shares 1,345 $237K 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,224 shares; 2025Q4: not reported; 2026Q1: 3,173 shares; 2026Q2: 3,190 shares 3,190 $237K 0.02% +17 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483 shares; 2024Q4: 484 shares; 2025Q1: 481 shares; 2025Q2: 580 shares; 2025Q3: 466 shares; 2025Q4: 473 shares; 2026Q1: 469 shares; 2026Q2: 462 shares 462 $235K 0.02% -7 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 664 shares 664 $232K 0.02% new 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: 1,355 shares 1,355 $232K 0.02% new Timeline XHB 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: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $231K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,643 shares 1,643 $230K 0.02% new 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: 2,275 shares; 2024Q4: 2,291 shares; 2025Q1: 2,080 shares; 2025Q2: 2,092 shares; 2025Q3: 2,105 shares; 2025Q4: 2,122 shares; 2026Q1: 2,132 shares; 2026Q2: 2,146 shares 2,146 $228K 0.02% +14 Timeline IJK 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: 2,090 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,929 shares 1,929 $227K 0.02% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579 shares; 2024Q4: 563 shares; 2025Q1: 484 shares; 2025Q2: 498 shares; 2025Q3: 528 shares; 2025Q4: 490 shares; 2026Q1: not reported; 2026Q2: 502 shares 502 $224K 0.02% new Timeline DFSU 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: 5,868 shares; 2025Q3: 5,881 shares; 2025Q4: 5,894 shares; 2026Q1: 5,908 shares; 2026Q2: 4,799 shares 4,799 $224K 0.02% -1,109 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS 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: 5,179 shares 5,179 $219K 0.01% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,765 shares; 2024Q4: 3,049 shares; 2025Q1: 3,049 shares; 2025Q2: 2,672 shares; 2025Q3: 2,750 shares; 2025Q4: 2,821 shares; 2026Q1: 2,781 shares; 2026Q2: 2,409 shares 2,409 $219K 0.01% -372 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,022 shares 3,022 $217K 0.01% new Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,948 shares 3,948 $217K 0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 108 shares 108 $215K 0.01% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,874 shares; 2025Q1: 2,874 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: not reported; 2026Q1: 1,875 shares; 2026Q2: 1,875 shares 1,875 $213K 0.01% 0 Timeline XLF 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: 4,157 shares; 2025Q1: 4,156 shares; 2025Q2: 4,156 shares; 2025Q3: 4,156 shares; 2025Q4: 4,089 shares; 2026Q1: 4,089 shares; 2026Q2: 3,952 shares 3,952 $212K 0.01% -137 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: 5,720 shares; 2026Q2: 5,720 shares 5,720 $210K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE 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: 642 shares 642 $204K 0.01% new 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: 3,412 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,468 shares 2,468 $203K 0.01% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 320 shares 320 $203K 0.01% new Timeline ANIX ANIXA BIOSCIENCES INC More: the full row for ANIXA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares; 2026Q2: 35,000 shares 35,000 $98K 0.01% 0 Timeline