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: 931,216 shares; 2024Q4: 910,030 shares; 2025Q1: 888,197 shares; 2025Q2: 883,252 shares; 2025Q3: 874,626 shares; 2025Q4: 860,884 shares; 2026Q1: 851,601 shares; 2026Q2: 844,461 shares 844,461 $312M 51.27% -7,140 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: 1,220,169 shares; 2024Q4: 1,204,184 shares; 2025Q1: 1,229,683 shares; 2025Q2: 1,234,677 shares; 2025Q3: 1,245,704 shares; 2025Q4: 1,320,172 shares; 2026Q1: 1,387,610 shares; 2026Q2: 1,395,282 shares 1,395,282 $135M 22.07% +7,672 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546,499 shares; 2024Q4: 537,860 shares; 2025Q1: 574,327 shares; 2025Q2: 613,134 shares; 2025Q3: 618,164 shares; 2025Q4: 621,416 shares; 2026Q1: 622,367 shares; 2026Q2: 656,307 shares 656,307 $19.2M 3.14% +33,940 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: 401,323 shares; 2024Q4: 401,323 shares; 2025Q1: 390,767 shares; 2025Q2: 390,765 shares; 2025Q3: 375,765 shares; 2025Q4: 375,765 shares; 2026Q1: 375,765 shares; 2026Q2: 375,765 shares 375,765 $17.5M 2.87% 0 Timeline BRK-A 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $15.7M 2.58% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,372 shares; 2024Q4: 38,220 shares; 2025Q1: 38,317 shares; 2025Q2: 38,220 shares; 2025Q3: 35,294 shares; 2025Q4: 35,294 shares; 2026Q1: 35,294 shares; 2026Q2: 35,064 shares 35,064 $12.1M 1.98% -230 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 106,229 shares; 2025Q1: 106,229 shares; 2025Q2: 105,229 shares; 2025Q3: 75,229 shares; 2025Q4: 70,229 shares; 2026Q1: 62,229 shares; 2026Q2: 50,492 shares 50,492 $9.35M 1.53% -11,737 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: 28,944 shares; 2024Q4: 28,944 shares; 2025Q1: 27,557 shares; 2025Q2: 27,539 shares; 2025Q3: 27,539 shares; 2025Q4: 27,539 shares; 2026Q1: 27,539 shares; 2026Q2: 27,509 shares 27,509 $6.51M 1.07% -30 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,934 shares; 2024Q4: 97,434 shares; 2025Q1: 97,123 shares; 2025Q2: 97,523 shares; 2025Q3: 90,201 shares; 2025Q4: 90,351 shares; 2026Q1: 90,022 shares; 2026Q2: 88,993 shares 88,993 $6.22M 1.02% -1,029 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,145 shares; 2024Q4: 86,670 shares; 2025Q1: 85,049 shares; 2025Q2: 74,885 shares; 2025Q3: 74,540 shares; 2025Q4: 70,271 shares; 2026Q1: 70,267 shares; 2026Q2: 68,603 shares 68,603 $5.18M 0.85% -1,664 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: 7,454 shares; 2024Q4: 11,374 shares; 2025Q1: 12,124 shares; 2025Q2: 11,157 shares; 2025Q3: 16,529 shares; 2025Q4: 16,488 shares; 2026Q1: 17,186 shares; 2026Q2: 17,000 shares 17,000 $4.92M 0.81% -186 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,118 shares; 2025Q4: 4,117 shares; 2026Q1: 4,117 shares; 2026Q2: 4,117 shares 4,117 $4.38M 0.72% 0 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: 7,448 shares; 2024Q4: 8,209 shares; 2025Q1: 7,982 shares; 2025Q2: 7,241 shares; 2025Q3: 7,418 shares; 2025Q4: 7,404 shares; 2026Q1: 7,517 shares; 2026Q2: 7,889 shares 7,889 $3.95M 0.65% +372 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: 25,159 shares; 2024Q4: 25,104 shares; 2025Q1: 25,000 shares; 2025Q2: 25,124 shares; 2025Q3: 25,124 shares; 2025Q4: 24,741 shares; 2026Q1: 24,717 shares; 2026Q2: 24,715 shares 24,715 $3.52M 0.58% -2 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,038 shares; 2025Q1: 978 shares; 2025Q2: 824 shares; 2025Q3: 821 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 9,333 shares 9,333 $3.3M 0.54% +8,513 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: 2,237 shares; 2024Q4: 2,216 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 4,671 shares; 2025Q4: 4,671 shares; 2026Q1: 4,486 shares; 2026Q2: 4,201 shares 4,201 $2.89M 0.47% -285 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: 13,240 shares; 2024Q4: 15,410 shares; 2025Q1: 16,140 shares; 2025Q2: 13,237 shares; 2025Q3: 14,182 shares; 2025Q4: 14,184 shares; 2026Q1: 13,721 shares; 2026Q2: 13,020 shares 13,020 $2.61M 0.43% -701 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,635 shares; 2024Q4: 4,635 shares; 2025Q1: not reported; 2025Q2: 37,010 shares; 2025Q3: 37,025 shares; 2025Q4: 37,025 shares; 2026Q1: 36,620 shares; 2026Q2: 36,601 shares 36,601 $2.4M 0.39% -19 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: 7,438 shares; 2024Q4: 7,438 shares; 2025Q1: 7,438 shares; 2025Q2: 7,438 shares; 2025Q3: 7,282 shares; 2025Q4: 7,213 shares; 2026Q1: 7,213 shares; 2026Q2: 28,644 shares 28,644 $2.31M 0.38% +21,431 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,913 shares; 2024Q4: 23,913 shares; 2025Q1: 25,847 shares; 2025Q2: 22,584 shares; 2025Q3: 20,719 shares; 2025Q4: 20,736 shares; 2026Q1: 17,001 shares; 2026Q2: 16,162 shares 16,162 $1.67M 0.27% -839 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: 5,771 shares; 2024Q4: 5,771 shares; 2025Q1: 5,809 shares; 2025Q2: 5,338 shares; 2025Q3: 5,176 shares; 2025Q4: 5,176 shares; 2026Q1: 5,176 shares; 2026Q2: 5,156 shares 5,156 $1.56M 0.26% -20 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: 5,719 shares; 2024Q4: 5,728 shares; 2025Q1: 6,786 shares; 2025Q2: 7,805 shares; 2025Q3: 7,808 shares; 2025Q4: 9,167 shares; 2026Q1: 9,198 shares; 2026Q2: 9,199 shares 9,199 $1.51M 0.25% +1 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,391 shares; 2024Q4: 7,751 shares; 2025Q1: 6,907 shares; 2025Q2: 6,315 shares; 2025Q3: 6,319 shares; 2025Q4: 6,255 shares; 2026Q1: 6,807 shares; 2026Q2: 6,257 shares 6,257 $1.49M 0.24% -550 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: 1,580 shares; 2024Q4: 2,593 shares; 2025Q1: 2,821 shares; 2025Q2: 2,091 shares; 2025Q3: 2,092 shares; 2025Q4: 2,092 shares; 2026Q1: 2,256 shares; 2026Q2: 3,991 shares 3,991 $1.43M 0.23% +1,735 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,080 shares; 2024Q4: 3,735 shares; 2025Q1: 3,861 shares; 2025Q2: 3,121 shares; 2025Q3: 3,318 shares; 2025Q4: 3,627 shares; 2026Q1: 3,649 shares; 2026Q2: 3,710 shares 3,710 $1.38M 0.23% +61 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: 1,391 shares; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 1,391 shares; 2026Q1: 1,391 shares; 2026Q2: 1,391 shares 1,391 $1.04M 0.17% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,995 shares; 2024Q4: 8,995 shares; 2025Q1: 8,995 shares; 2025Q2: 8,995 shares; 2025Q3: 8,995 shares; 2025Q4: 8,995 shares; 2026Q1: 8,995 shares; 2026Q2: 8,995 shares 8,995 $1.02M 0.17% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares; 2026Q2: 7,720 shares 7,720 $959K 0.16% +5,790 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: 31,982 shares; 2024Q4: 31,982 shares; 2025Q1: 31,982 shares; 2025Q2: 32,021 shares; 2025Q3: 21,365 shares; 2025Q4: 21,371 shares; 2026Q1: 21,478 shares; 2026Q2: 21,481 shares 21,481 $917K 0.15% +3 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,340 shares; 2025Q4: 4,340 shares; 2026Q1: 4,340 shares; 2026Q2: 4,340 shares 4,340 $785K 0.13% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,069 shares; 2024Q4: 1,069 shares; 2025Q1: 981 shares; 2025Q2: 976 shares; 2025Q3: 1,148 shares; 2025Q4: 1,026 shares; 2026Q1: 1,051 shares; 2026Q2: 1,043 shares 1,043 $768K 0.13% -8 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,915 shares; 2025Q2: 25,599 shares; 2025Q3: 25,049 shares; 2025Q4: 25,049 shares; 2026Q1: 25,049 shares; 2026Q2: 24,649 shares 24,649 $725K 0.12% -400 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: 3,320 shares; 2024Q4: 3,323 shares; 2025Q1: 3,338 shares; 2025Q2: 3,336 shares; 2025Q3: 3,340 shares; 2025Q4: 3,344 shares; 2026Q1: 3,848 shares; 2026Q2: 4,352 shares 4,352 $721K 0.12% +504 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: 3,152 shares; 2024Q4: 3,152 shares; 2025Q1: 2,902 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,899 shares; 2026Q1: 2,899 shares; 2026Q2: 2,896 shares 2,896 $704K 0.12% -3 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: 6,105 shares; 2024Q4: 6,119 shares; 2025Q1: 7,805 shares; 2025Q2: 6,119 shares; 2025Q3: 6,119 shares; 2025Q4: 6,119 shares; 2026Q1: 6,165 shares; 2026Q2: 6,119 shares 6,119 $693K 0.11% -46 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: 9,516 shares; 2025Q4: 9,534 shares; 2026Q1: 9,556 shares; 2026Q2: 9,573 shares 9,573 $689K 0.11% +17 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,139 shares; 2024Q4: 25,139 shares; 2025Q1: 36,739 shares; 2025Q2: 25,823 shares; 2025Q3: 19,078 shares; 2025Q4: 19,078 shares; 2026Q1: 18,728 shares; 2026Q2: 17,353 shares 17,353 $689K 0.11% -1,375 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,047 shares; 2025Q1: 5,465 shares; 2025Q2: 22,663 shares; 2025Q3: 22,460 shares; 2025Q4: 20,964 shares; 2026Q1: 20,495 shares; 2026Q2: 20,529 shares 20,529 $683K 0.11% +34 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,611 shares; 2024Q4: 5,610 shares; 2025Q1: 5,611 shares; 2025Q2: 5,287 shares; 2025Q3: 5,168 shares; 2025Q4: 5,167 shares; 2026Q1: 5,840 shares; 2026Q2: 5,840 shares 5,840 $639K 0.1% 0 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: 10,115 shares; 2024Q4: 7,438 shares; 2025Q1: 8,455 shares; 2025Q2: 8,469 shares; 2025Q3: 8,469 shares; 2025Q4: 8,469 shares; 2026Q1: 8,497 shares; 2026Q2: 8,715 shares 8,715 $621K 0.1% +218 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,230 shares; 2024Q4: 16,230 shares; 2025Q1: 16,230 shares; 2025Q2: 16,230 shares; 2025Q3: 16,230 shares; 2025Q4: 14,121 shares; 2026Q1: 14,121 shares; 2026Q2: 14,121 shares 14,121 $618K 0.1% 0 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: 645 shares; 2024Q4: 1,046 shares; 2025Q1: 662 shares; 2025Q2: 647 shares; 2025Q3: 975 shares; 2025Q4: 686 shares; 2026Q1: 642 shares; 2026Q2: 646 shares 646 $604K 0.1% +4 Timeline FN FABRINET More: the full row for FABRINET 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: 1,000 shares 1,000 $562K 0.09% new 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: 7,820 shares; 2024Q4: 7,820 shares; 2025Q1: 7,820 shares; 2025Q2: 7,820 shares; 2025Q3: 7,820 shares; 2025Q4: 7,820 shares; 2026Q1: 7,820 shares; 2026Q2: 7,820 shares 7,820 $535K 0.09% 0 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: 6,488 shares; 2024Q4: 6,502 shares; 2025Q1: 6,880 shares; 2025Q2: 6,501 shares; 2025Q3: 6,491 shares; 2025Q4: 6,501 shares; 2026Q1: 6,501 shares; 2026Q2: 6,501 shares 6,501 $528K 0.09% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,836 shares; 2024Q4: 1,840 shares; 2025Q1: 1,849 shares; 2025Q2: 1,842 shares; 2025Q3: 3,241 shares; 2025Q4: 3,242 shares; 2026Q1: 3,245 shares; 2026Q2: 3,247 shares 3,247 $526K 0.09% +2 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: 2,146 shares; 2024Q4: 2,146 shares; 2025Q1: 2,146 shares; 2025Q2: 2,146 shares; 2025Q3: 2,146 shares; 2025Q4: 2,146 shares; 2026Q1: 2,146 shares; 2026Q2: 2,146 shares 2,146 $520K 0.09% 0 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,520 shares; 2024Q4: 17,521 shares; 2025Q1: 17,411 shares; 2025Q2: 12,701 shares; 2025Q3: 12,701 shares; 2025Q4: 12,585 shares; 2026Q1: 10,900 shares; 2026Q2: 10,745 shares 10,745 $519K 0.09% -155 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: 6,080 shares; 2024Q4: 6,080 shares; 2025Q1: 5,879 shares; 2025Q2: 5,879 shares; 2025Q3: 5,879 shares; 2025Q4: 5,346 shares; 2026Q1: 5,346 shares; 2026Q2: 5,346 shares 5,346 $516K 0.08% 0 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,156 shares; 2025Q2: 6,156 shares; 2025Q3: 6,156 shares; 2025Q4: 6,156 shares; 2026Q1: 6,156 shares; 2026Q2: 4,712 shares 4,712 $503K 0.08% -1,444 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: not reported; 2024Q4: not reported; 2025Q1: 17,012 shares; 2025Q2: 17,015 shares; 2025Q3: 17,017 shares; 2025Q4: 17,020 shares; 2026Q1: 16,074 shares; 2026Q2: 16,929 shares 16,929 $490K 0.08% +855 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: 1,322 shares; 2024Q4: 1,327 shares; 2025Q1: 1,620 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: 1,368 shares; 2026Q2: 1,368 shares 1,368 $469K 0.08% 0 Timeline DISV 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: 10,742 shares; 2024Q4: 10,742 shares; 2025Q1: 15,213 shares; 2025Q2: 15,216 shares; 2025Q3: 11,636 shares; 2025Q4: 11,636 shares; 2026Q1: 11,637 shares; 2026Q2: 11,637 shares 11,637 $467K 0.08% 0 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: 2,215 shares; 2024Q4: 2,320 shares; 2025Q1: 2,578 shares; 2025Q2: 2,370 shares; 2025Q3: 3,164 shares; 2025Q4: 3,114 shares; 2026Q1: 3,115 shares; 2026Q2: 3,115 shares 3,115 $457K 0.07% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $455K 0.07% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,649 shares; 2024Q4: 3,649 shares; 2025Q1: 4,357 shares; 2025Q2: 4,357 shares; 2025Q3: 4,357 shares; 2025Q4: 4,357 shares; 2026Q1: 4,357 shares; 2026Q2: 4,357 shares 4,357 $453K 0.07% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 4,429 shares; 2026Q2: 4,429 shares 4,429 $447K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 930 shares; 2025Q2: 880 shares; 2025Q3: 1,567 shares; 2025Q4: 1,568 shares; 2026Q1: 1,572 shares; 2026Q2: 1,572 shares 1,572 $442K 0.07% 0 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: 2,689 shares; 2024Q4: 2,712 shares; 2025Q1: 2,791 shares; 2025Q2: 2,717 shares; 2025Q3: 3,217 shares; 2025Q4: 3,222 shares; 2026Q1: 3,229 shares; 2026Q2: 3,234 shares 3,234 $442K 0.07% +5 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS 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: 1,704 shares; 2026Q2: 1,709 shares 1,709 $421K 0.07% +5 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,198 shares; 2024Q4: 18,198 shares; 2025Q1: 18,198 shares; 2025Q2: 18,198 shares; 2025Q3: 18,198 shares; 2025Q4: 21,776 shares; 2026Q1: 21,776 shares; 2026Q2: 21,776 shares 21,776 $415K 0.07% 0 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: 5,738 shares; 2024Q4: 5,738 shares; 2025Q1: 5,791 shares; 2025Q2: 5,738 shares; 2025Q3: 5,738 shares; 2025Q4: 7,313 shares; 2026Q1: 7,313 shares; 2026Q2: 7,313 shares 7,313 $412K 0.07% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: 1,171 shares; 2025Q1: 1,511 shares; 2025Q2: 1,171 shares; 2025Q3: 1,221 shares; 2025Q4: 1,129 shares; 2026Q1: 1,151 shares; 2026Q2: 1,140 shares 1,140 $402K 0.07% -11 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,000 shares; 2026Q2: 1,000 shares 1,000 $394K 0.06% 0 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: 958 shares; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 958 shares; 2026Q1: 958 shares; 2026Q2: 958 shares 958 $392K 0.06% 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: 1,432 shares; 2024Q4: 1,362 shares; 2025Q1: 1,446 shares; 2025Q2: 1,359 shares; 2025Q3: 1,359 shares; 2025Q4: 1,255 shares; 2026Q1: 1,283 shares; 2026Q2: 1,185 shares 1,185 $388K 0.06% -98 Timeline SPDW 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: not reported; 2024Q4: not reported; 2025Q1: 7,002 shares; 2025Q2: 7,002 shares; 2025Q3: 7,002 shares; 2025Q4: 7,002 shares; 2026Q1: 7,002 shares; 2026Q2: 7,002 shares 7,002 $353K 0.06% 0 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: 3,280 shares; 2024Q4: 3,289 shares; 2025Q1: 3,479 shares; 2025Q2: 3,287 shares; 2025Q3: 3,280 shares; 2025Q4: 2,710 shares; 2026Q1: 2,709 shares; 2026Q2: 2,713 shares 2,713 $349K 0.06% +4 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 673 shares; 2025Q1: 856 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 922 shares 922 $348K 0.06% new 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: 778 shares; 2024Q4: 778 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 859 shares; 2026Q2: 811 shares 811 $346K 0.06% -48 Timeline FRDM EA SERIES TRUST More: the full row for EA 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: 4,574 shares; 2025Q4: 4,574 shares; 2026Q1: 4,574 shares; 2026Q2: 4,574 shares 4,574 $333K 0.05% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 342 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 277 shares 277 $332K 0.05% new 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: 6,303 shares; 2026Q1: 5,981 shares; 2026Q2: 5,981 shares 5,981 $320K 0.05% 0 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: 1,000 shares 1,000 $302K 0.05% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $295K 0.05% 0 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: 1,853 shares; 2024Q4: 1,858 shares; 2025Q1: 2,398 shares; 2025Q2: 1,868 shares; 2025Q3: 1,874 shares; 2025Q4: 1,880 shares; 2026Q1: 1,888 shares; 2026Q2: 1,895 shares 1,895 $278K 0.05% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,957 shares 1,957 $273K 0.04% new Timeline ACWI 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: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,644 shares; 2026Q1: 1,645 shares; 2026Q2: 1,645 shares 1,645 $258K 0.04% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,009 shares; 2025Q4: 6,119 shares; 2026Q1: 6,403 shares; 2026Q2: 6,403 shares 6,403 $257K 0.04% 0 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: 4,360 shares; 2024Q4: 4,360 shares; 2025Q1: 3,920 shares; 2025Q2: 3,595 shares; 2025Q3: 3,595 shares; 2025Q4: 3,595 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $249K 0.04% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,457 shares; 2024Q4: 2,457 shares; 2025Q1: 2,457 shares; 2025Q2: 2,457 shares; 2025Q3: 2,457 shares; 2025Q4: 2,330 shares; 2026Q1: 2,431 shares; 2026Q2: 2,431 shares 2,431 $246K 0.04% 0 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: 495 shares; 2024Q4: 499 shares; 2025Q1: 616 shares; 2025Q2: 499 shares; 2025Q3: 501 shares; 2025Q4: 475 shares; 2026Q1: 473 shares; 2026Q2: 475 shares 475 $244K 0.04% +2 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: 358 shares; 2024Q4: 364 shares; 2025Q1: 650 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 535 shares; 2026Q2: 423 shares 423 $238K 0.04% -112 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,106 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares; 2026Q1: 2,106 shares; 2026Q2: 2,106 shares 2,106 $232K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 917 shares 917 $231K 0.04% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,143 shares; 2026Q2: 7,143 shares 7,143 $227K 0.04% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares; 2025Q4: not reported; 2026Q1: 4,622 shares; 2026Q2: 4,622 shares 4,622 $222K 0.04% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 500 shares 500 $219K 0.04% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681 shares; 2024Q4: 682 shares; 2025Q1: 704 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares; 2026Q1: 682 shares; 2026Q2: 682 shares 682 $215K 0.04% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 671 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares 680 $214K 0.04% new Timeline CVIE 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: not reported; 2026Q2: 2,512 shares 2,512 $214K 0.04% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213 shares; 2024Q4: 263 shares; 2025Q1: 265 shares; 2025Q2: 268 shares; 2025Q3: 298 shares; 2025Q4: 308 shares; 2026Q1: 218 shares; 2026Q2: 218 shares 218 $210K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,781 shares 1,781 $209K 0.03% 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: 101 shares 101 $200K 0.03% new Timeline