IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,175 shares; 2024Q4: 50,379 shares; 2025Q1: 51,630 shares; 2025Q2: 52,248 shares; 2025Q3: 52,496 shares; 2025Q4: 52,144 shares; 2026Q1: 52,890 shares; 2026Q2: 52,370 shares 52,370 $39.2M 9.08% -520 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: 81,447 shares; 2024Q4: 79,556 shares; 2025Q1: 76,347 shares; 2025Q2: 73,967 shares; 2025Q3: 73,530 shares; 2025Q4: 72,766 shares; 2026Q1: 71,602 shares; 2026Q2: 71,073 shares 71,073 $20.6M 4.76% -529 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: 316,043 shares; 2024Q4: 334,459 shares; 2025Q1: 347,539 shares; 2025Q2: 336,622 shares; 2025Q3: 334,841 shares; 2025Q4: 321,999 shares; 2026Q1: 315,068 shares; 2026Q2: 309,462 shares 309,462 $15.6M 3.61% -5,606 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,659 shares; 2024Q4: 155,889 shares; 2025Q1: 157,454 shares; 2025Q2: 146,340 shares; 2025Q3: 160,084 shares; 2025Q4: 171,922 shares; 2026Q1: 176,181 shares; 2026Q2: 180,069 shares 180,069 $14.2M 3.3% +3,888 Timeline DFGP 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: 5,142 shares; 2025Q1: 5,142 shares; 2025Q2: 12,824 shares; 2025Q3: 84,557 shares; 2025Q4: 164,336 shares; 2026Q1: 217,002 shares; 2026Q2: 234,833 shares 234,833 $12.8M 2.96% +17,831 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,748 shares; 2024Q4: 187,466 shares; 2025Q1: 207,597 shares; 2025Q2: 204,171 shares; 2025Q3: 222,452 shares; 2025Q4: 224,458 shares; 2026Q1: 233,695 shares; 2026Q2: 257,184 shares 257,184 $12.3M 2.84% +23,489 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,117 shares; 2024Q4: 487,703 shares; 2025Q1: 478,404 shares; 2025Q2: 466,452 shares; 2025Q3: 454,186 shares; 2025Q4: 448,349 shares; 2026Q1: 435,148 shares; 2026Q2: 424,587 shares 424,587 $11.8M 2.72% -10,561 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: 101,869 shares; 2024Q4: 304,508 shares; 2025Q1: 316,415 shares; 2025Q2: 329,615 shares; 2025Q3: 321,516 shares; 2025Q4: 315,981 shares; 2026Q1: 309,690 shares; 2026Q2: 300,477 shares 300,477 $11.1M 2.57% -9,213 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: 136,035 shares; 2024Q4: 135,626 shares; 2025Q1: 139,304 shares; 2025Q2: 140,353 shares; 2025Q3: 140,382 shares; 2025Q4: 140,565 shares; 2026Q1: 138,540 shares; 2026Q2: 134,622 shares 134,622 $9.41M 2.18% -3,918 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: 22,668 shares; 2024Q4: 21,959 shares; 2025Q1: 21,907 shares; 2025Q2: 22,204 shares; 2025Q3: 22,825 shares; 2025Q4: 24,108 shares; 2026Q1: 25,073 shares; 2026Q2: 26,189 shares 26,189 $9.36M 2.17% +1,116 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: 201,075 shares; 2024Q4: 214,447 shares; 2025Q1: 230,507 shares; 2025Q2: 230,462 shares; 2025Q3: 227,460 shares; 2025Q4: 230,304 shares; 2026Q1: 229,480 shares; 2026Q2: 222,157 shares 222,157 $9.03M 2.09% -7,323 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: 19,464 shares; 2024Q4: 19,464 shares; 2025Q1: 19,413 shares; 2025Q2: 31,558 shares; 2025Q3: 26,998 shares; 2025Q4: 25,323 shares; 2026Q1: 25,213 shares; 2026Q2: 24,826 shares 24,826 $8.54M 1.98% -387 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,893 shares; 2024Q4: 152,606 shares; 2025Q1: 151,012 shares; 2025Q2: 140,069 shares; 2025Q3: 154,502 shares; 2025Q4: 153,383 shares; 2026Q1: 161,880 shares; 2026Q2: 169,781 shares 169,781 $8.53M 1.98% +7,901 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: 94,001 shares; 2024Q4: 103,069 shares; 2025Q1: 108,468 shares; 2025Q2: 107,667 shares; 2025Q3: 107,607 shares; 2025Q4: 113,158 shares; 2026Q1: 114,961 shares; 2026Q2: 114,282 shares 114,282 $8.14M 1.89% -679 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: 93,285 shares; 2024Q4: 114,691 shares; 2025Q1: 139,133 shares; 2025Q2: 172,432 shares; 2025Q3: 180,376 shares; 2025Q4: 197,631 shares; 2026Q1: 203,594 shares; 2026Q2: 209,792 shares 209,792 $8.14M 1.88% +6,198 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,763 shares; 2024Q4: 283,488 shares; 2025Q1: 276,630 shares; 2025Q2: 282,450 shares; 2025Q3: 279,777 shares; 2025Q4: 265,860 shares; 2026Q1: 261,172 shares; 2026Q2: 259,820 shares 259,820 $7.65M 1.77% -1,352 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: 25,149 shares; 2024Q4: 24,313 shares; 2025Q1: 24,029 shares; 2025Q2: 24,274 shares; 2025Q3: 23,978 shares; 2025Q4: 23,124 shares; 2026Q1: 22,672 shares; 2026Q2: 22,691 shares 22,691 $7.43M 1.72% +19 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,779 shares; 2024Q4: 128,651 shares; 2025Q1: 129,346 shares; 2025Q2: 133,613 shares; 2025Q3: 132,726 shares; 2025Q4: 130,449 shares; 2026Q1: 125,919 shares; 2026Q2: 124,809 shares 124,809 $6.87M 1.59% -1,110 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,291 shares; 2024Q4: 22,883 shares; 2025Q1: 21,574 shares; 2025Q2: 22,420 shares; 2025Q3: 21,935 shares; 2025Q4: 21,357 shares; 2026Q1: 20,607 shares; 2026Q2: 15,624 shares 15,624 $6.77M 1.57% -4,983 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: 28,939 shares; 2024Q4: 28,548 shares; 2025Q1: 26,990 shares; 2025Q2: 27,710 shares; 2025Q3: 33,809 shares; 2025Q4: 32,614 shares; 2026Q1: 32,507 shares; 2026Q2: 32,307 shares 32,307 $6.46M 1.5% -200 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,772 shares; 2024Q4: 184,165 shares; 2025Q1: 190,767 shares; 2025Q2: 197,705 shares; 2025Q3: 203,008 shares; 2025Q4: 206,004 shares; 2026Q1: 214,197 shares; 2026Q2: 219,228 shares 219,228 $5.74M 1.33% +5,031 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: 23,681 shares; 2024Q4: 24,028 shares; 2025Q1: 19,192 shares; 2025Q2: 17,747 shares; 2025Q3: 16,120 shares; 2025Q4: 15,231 shares; 2026Q1: 13,602 shares; 2026Q2: 13,172 shares 13,172 $5.54M 1.28% -430 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: 8,250 shares; 2024Q4: 8,287 shares; 2025Q1: 8,520 shares; 2025Q2: 9,386 shares; 2025Q3: 9,422 shares; 2025Q4: 9,512 shares; 2026Q1: 9,741 shares; 2026Q2: 11,052 shares 11,052 $5.53M 1.28% +1,311 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: 131,954 shares; 2024Q4: 133,554 shares; 2025Q1: 124,383 shares; 2025Q2: 123,600 shares; 2025Q3: 126,281 shares; 2025Q4: 111,329 shares; 2026Q1: 104,256 shares; 2026Q2: 108,737 shares 108,737 $5.5M 1.27% +4,481 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: 114,905 shares; 2024Q4: 122,752 shares; 2025Q1: 132,400 shares; 2025Q2: 133,749 shares; 2025Q3: 141,465 shares; 2025Q4: 142,641 shares; 2026Q1: 143,898 shares; 2026Q2: 147,029 shares 147,029 $5.42M 1.25% +3,131 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: 65,619 shares; 2024Q4: 79,161 shares; 2025Q1: 94,786 shares; 2025Q2: 100,792 shares; 2025Q3: 111,513 shares; 2025Q4: 123,114 shares; 2026Q1: 128,656 shares; 2026Q2: 133,859 shares 133,859 $5.29M 1.23% +5,203 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: 14,731 shares; 2024Q4: 14,633 shares; 2025Q1: 14,186 shares; 2025Q2: 14,413 shares; 2025Q3: 14,715 shares; 2025Q4: 14,470 shares; 2026Q1: 14,016 shares; 2026Q2: 13,695 shares 13,695 $5.11M 1.18% -321 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: 8,071 shares; 2024Q4: 7,789 shares; 2025Q1: 7,966 shares; 2025Q2: 7,961 shares; 2025Q3: 7,455 shares; 2025Q4: 7,102 shares; 2026Q1: 7,027 shares; 2026Q2: 7,019 shares 7,019 $4.82M 1.12% -8 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: 64,097 shares; 2024Q4: 65,519 shares; 2025Q1: 64,912 shares; 2025Q2: 62,437 shares; 2025Q3: 59,580 shares; 2025Q4: 58,427 shares; 2026Q1: 55,891 shares; 2026Q2: 56,214 shares 56,214 $4.81M 1.11% +323 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: 43,300 shares; 2024Q4: 130,147 shares; 2025Q1: 135,954 shares; 2025Q2: 142,106 shares; 2025Q3: 144,612 shares; 2025Q4: 143,660 shares; 2026Q1: 149,003 shares; 2026Q2: 147,747 shares 147,747 $4.69M 1.09% -1,256 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: 64,354 shares; 2024Q4: 77,652 shares; 2025Q1: 81,579 shares; 2025Q2: 72,664 shares; 2025Q3: 82,861 shares; 2025Q4: 85,794 shares; 2026Q1: 85,562 shares; 2026Q2: 87,994 shares 87,994 $4.61M 1.07% +2,432 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: 14,813 shares; 2024Q4: 15,183 shares; 2025Q1: 15,109 shares; 2025Q2: 15,120 shares; 2025Q3: 14,964 shares; 2025Q4: 14,599 shares; 2026Q1: 14,315 shares; 2026Q2: 55,041 shares 55,041 $4.43M 1.03% +40,726 Timeline EMXC 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: not reported; 2026Q1: 37,853 shares; 2026Q2: 40,505 shares 40,505 $4.14M 0.96% +2,652 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: 9,805 shares; 2024Q4: 9,360 shares; 2025Q1: 9,700 shares; 2025Q2: 12,704 shares; 2025Q3: 12,298 shares; 2025Q4: 11,283 shares; 2026Q1: 11,131 shares; 2026Q2: 10,801 shares 10,801 $4.08M 0.94% -330 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: 13,773 shares; 2024Q4: 13,163 shares; 2025Q1: 13,239 shares; 2025Q2: 13,497 shares; 2025Q3: 13,307 shares; 2025Q4: 13,037 shares; 2026Q1: 12,940 shares; 2026Q2: 12,790 shares 12,790 $3.88M 0.9% -150 Timeline VNQI 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: 64,878 shares; 2024Q4: 69,282 shares; 2025Q1: 75,537 shares; 2025Q2: 77,969 shares; 2025Q3: 79,208 shares; 2025Q4: 81,424 shares; 2026Q1: 82,029 shares; 2026Q2: 86,245 shares 86,245 $3.87M 0.9% +4,216 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: 83,408 shares; 2024Q4: 89,978 shares; 2025Q1: 94,908 shares; 2025Q2: 93,242 shares; 2025Q3: 93,509 shares; 2025Q4: 95,579 shares; 2026Q1: 91,295 shares; 2026Q2: 91,739 shares 91,739 $3.68M 0.85% +444 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: 5,701 shares; 2024Q4: 5,743 shares; 2025Q1: 9,001 shares; 2025Q2: 9,832 shares; 2025Q3: 9,487 shares; 2025Q4: 9,316 shares; 2026Q1: 9,446 shares; 2026Q2: 9,846 shares 9,846 $3.63M 0.84% +400 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: 10,401 shares; 2024Q4: 10,156 shares; 2025Q1: 9,089 shares; 2025Q2: 9,596 shares; 2025Q3: 9,031 shares; 2025Q4: 8,755 shares; 2026Q1: 7,241 shares; 2026Q2: 40,643 shares 40,643 $3.5M 0.81% +33,402 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: 6,153 shares; 2024Q4: 6,261 shares; 2025Q1: 6,114 shares; 2025Q2: 6,244 shares; 2025Q3: 6,746 shares; 2025Q4: 6,691 shares; 2026Q1: 6,393 shares; 2026Q2: 6,195 shares 6,195 $3.49M 0.81% -198 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: 17,205 shares; 2024Q4: 17,216 shares; 2025Q1: 17,643 shares; 2025Q2: 22,838 shares; 2025Q3: 23,321 shares; 2025Q4: 24,703 shares; 2026Q1: 24,308 shares; 2026Q2: 24,408 shares 24,408 $2.87M 0.66% +100 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: 3,717 shares; 2024Q4: 4,118 shares; 2025Q1: 5,087 shares; 2025Q2: 5,394 shares; 2025Q3: 5,543 shares; 2025Q4: 5,884 shares; 2026Q1: 5,868 shares; 2026Q2: 5,974 shares 5,974 $2.85M 0.66% +106 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: 9,864 shares; 2024Q4: 10,092 shares; 2025Q1: 9,388 shares; 2025Q2: 7,983 shares; 2025Q3: 7,870 shares; 2025Q4: 5,453 shares; 2026Q1: 4,910 shares; 2026Q2: 4,766 shares 4,766 $2.77M 0.64% -144 Timeline BILS 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: 3,133 shares; 2024Q4: 17,937 shares; 2025Q1: 14,604 shares; 2025Q2: 26,384 shares; 2025Q3: 31,136 shares; 2025Q4: 28,807 shares; 2026Q1: 22,093 shares; 2026Q2: 26,335 shares 26,335 $2.62M 0.61% +4,242 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: 10,372 shares; 2024Q4: 10,702 shares; 2025Q1: 11,141 shares; 2025Q2: 11,063 shares; 2025Q3: 11,125 shares; 2025Q4: 10,993 shares; 2026Q1: 11,267 shares; 2026Q2: 11,486 shares 11,486 $2.5M 0.58% +219 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,420 shares; 2024Q4: 9,354 shares; 2025Q1: 9,426 shares; 2025Q2: 9,774 shares; 2025Q3: 10,220 shares; 2025Q4: 10,036 shares; 2026Q1: 9,977 shares; 2026Q2: 9,845 shares 9,845 $2.35M 0.54% -132 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: 10,983 shares; 2024Q4: 12,231 shares; 2025Q1: 12,165 shares; 2025Q2: 11,723 shares; 2025Q3: 11,556 shares; 2025Q4: 11,326 shares; 2026Q1: 9,878 shares; 2026Q2: 9,495 shares 9,495 $2.31M 0.53% -383 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: 65,299 shares; 2024Q4: 68,450 shares; 2025Q1: 72,965 shares; 2025Q2: 71,743 shares; 2025Q3: 65,623 shares; 2025Q4: 62,223 shares; 2026Q1: 58,748 shares; 2026Q2: 56,704 shares 56,704 $2.28M 0.53% -2,044 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,191 shares; 2025Q1: 8,594 shares; 2025Q2: 11,911 shares; 2025Q3: 15,423 shares; 2025Q4: 20,107 shares; 2026Q1: 22,776 shares; 2026Q2: 27,007 shares 27,007 $2.17M 0.5% +4,231 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: 20,755 shares; 2024Q4: 22,293 shares; 2025Q1: 24,032 shares; 2025Q2: 23,080 shares; 2025Q3: 22,356 shares; 2025Q4: 21,975 shares; 2026Q1: 21,489 shares; 2026Q2: 20,796 shares 20,796 $2.14M 0.5% -693 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,959 shares; 2024Q4: 31,702 shares; 2025Q1: 31,771 shares; 2025Q2: 30,003 shares; 2025Q3: 30,220 shares; 2025Q4: 27,818 shares; 2026Q1: 25,883 shares; 2026Q2: 25,547 shares 25,547 $2.03M 0.47% -336 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: 26,086 shares; 2024Q4: 77,553 shares; 2025Q1: 77,430 shares; 2025Q2: 78,425 shares; 2025Q3: 76,314 shares; 2025Q4: 69,226 shares; 2026Q1: 69,550 shares; 2026Q2: 69,938 shares 69,938 $2.03M 0.47% +388 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,442 shares; 2024Q4: 29,812 shares; 2025Q1: 29,261 shares; 2025Q2: 28,552 shares; 2025Q3: 28,200 shares; 2025Q4: 27,997 shares; 2026Q1: 27,925 shares; 2026Q2: 27,790 shares 27,790 $1.99M 0.46% -135 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 5,961 shares; 2025Q4: 13,342 shares; 2026Q1: 13,395 shares; 2026Q2: 13,347 shares 13,347 $1.93M 0.45% -48 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: 17,272 shares; 2024Q4: 17,038 shares; 2025Q1: 17,625 shares; 2025Q2: 17,278 shares; 2025Q3: 17,659 shares; 2025Q4: 19,401 shares; 2026Q1: 19,131 shares; 2026Q2: 19,152 shares 19,152 $1.85M 0.43% +21 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,465 shares; 2024Q4: 19,594 shares; 2025Q1: 19,893 shares; 2025Q2: 20,633 shares; 2025Q3: 22,385 shares; 2025Q4: 21,422 shares; 2026Q1: 20,839 shares; 2026Q2: 20,332 shares 20,332 $1.7M 0.39% -507 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,550 shares; 2024Q4: 7,446 shares; 2025Q1: 7,446 shares; 2025Q2: 6,231 shares; 2025Q3: 6,014 shares; 2025Q4: 5,664 shares; 2026Q1: 5,584 shares; 2026Q2: 5,584 shares 5,584 $1.68M 0.39% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,220 shares; 2024Q4: 11,241 shares; 2025Q1: 11,241 shares; 2025Q2: 14,143 shares; 2025Q3: 13,493 shares; 2025Q4: 13,078 shares; 2026Q1: 12,981 shares; 2026Q2: 12,667 shares 12,667 $1.58M 0.37% -314 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: 10,855 shares; 2024Q4: 10,726 shares; 2025Q1: 9,888 shares; 2025Q2: 9,531 shares; 2025Q3: 9,531 shares; 2025Q4: 9,268 shares; 2026Q1: 9,242 shares; 2026Q2: 9,282 shares 9,282 $1.54M 0.36% +40 Timeline SGOV 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: 9,653 shares; 2026Q1: 9,860 shares; 2026Q2: 15,154 shares 15,154 $1.53M 0.35% +5,294 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: 4,388 shares; 2024Q4: 4,238 shares; 2025Q1: 3,959 shares; 2025Q2: 3,926 shares; 2025Q3: 4,162 shares; 2025Q4: 4,065 shares; 2026Q1: 4,095 shares; 2026Q2: 4,113 shares 4,113 $1.52M 0.35% +18 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: 21,513 shares; 2024Q4: 40,070 shares; 2025Q1: 40,113 shares; 2025Q2: 43,502 shares; 2025Q3: 43,265 shares; 2025Q4: 45,542 shares; 2026Q1: 44,481 shares; 2026Q2: 39,787 shares 39,787 $1.44M 0.33% -4,694 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: 6,391 shares; 2024Q4: 5,813 shares; 2025Q1: 5,616 shares; 2025Q2: 5,374 shares; 2025Q3: 5,424 shares; 2025Q4: 5,429 shares; 2026Q1: 5,389 shares; 2026Q2: 5,325 shares 5,325 $1.35M 0.31% -64 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: 15,382 shares; 2024Q4: 44,515 shares; 2025Q1: 45,163 shares; 2025Q2: 43,157 shares; 2025Q3: 42,697 shares; 2025Q4: 42,527 shares; 2026Q1: 39,148 shares; 2026Q2: 37,645 shares 37,645 $1.31M 0.3% -1,503 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: 14,163 shares; 2025Q2: 21,265 shares; 2025Q3: 25,513 shares; 2025Q4: 24,713 shares; 2026Q1: 23,899 shares; 2026Q2: 23,579 shares 23,579 $1.26M 0.29% -320 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,069 shares; 2026Q2: 1,053 shares 1,053 $1.22M 0.28% -16 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: 22,463 shares; 2024Q4: 23,016 shares; 2025Q1: 23,357 shares; 2025Q2: 25,497 shares; 2025Q3: 24,530 shares; 2025Q4: 24,803 shares; 2026Q1: 25,524 shares; 2026Q2: 26,013 shares 26,013 $1.15M 0.27% +489 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: 3,577 shares; 2024Q4: 3,257 shares; 2025Q1: 3,094 shares; 2025Q2: 3,056 shares; 2025Q3: 3,086 shares; 2025Q4: 3,089 shares; 2026Q1: 3,096 shares; 2026Q2: 3,097 shares 3,097 $1.12M 0.26% +1 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: 22,911 shares; 2024Q4: 23,188 shares; 2025Q1: 23,262 shares; 2025Q2: 22,791 shares; 2025Q3: 22,059 shares; 2025Q4: 21,638 shares; 2026Q1: 21,697 shares; 2026Q2: 19,534 shares 19,534 $1.11M 0.26% -2,163 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: 1,323 shares; 2024Q4: 1,305 shares; 2025Q1: 1,263 shares; 2025Q2: 1,133 shares; 2025Q3: 1,125 shares; 2025Q4: 1,120 shares; 2026Q1: 1,056 shares; 2026Q2: 1,044 shares 1,044 $1.11M 0.26% -12 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: 12,698 shares; 2024Q4: 12,783 shares; 2025Q1: 10,684 shares; 2025Q2: 9,989 shares; 2025Q3: 9,484 shares; 2025Q4: 9,281 shares; 2026Q1: 9,301 shares; 2026Q2: 7,938 shares 7,938 $1.11M 0.26% -1,363 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: 5,731 shares; 2024Q4: 5,620 shares; 2025Q1: 5,532 shares; 2025Q2: 5,562 shares; 2025Q3: 5,592 shares; 2025Q4: 5,530 shares; 2026Q1: 4,926 shares; 2026Q2: 4,680 shares 4,680 $1.11M 0.26% -246 Timeline FEZ 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: 14,835 shares; 2025Q2: 18,404 shares; 2025Q3: 18,181 shares; 2025Q4: 15,979 shares; 2026Q1: 15,485 shares; 2026Q2: 15,216 shares 15,216 $1.05M 0.24% -269 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: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,096 shares; 2025Q2: 1,097 shares; 2025Q3: 1,542 shares; 2025Q4: 1,497 shares; 2026Q1: 1,386 shares; 2026Q2: 1,356 shares 1,356 $998K 0.23% -30 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: 3,382 shares; 2024Q4: 3,121 shares; 2025Q1: 2,779 shares; 2025Q2: 2,839 shares; 2025Q3: 2,818 shares; 2025Q4: 2,818 shares; 2026Q1: 2,819 shares; 2026Q2: 2,775 shares 2,775 $980K 0.23% -44 Timeline XLP 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: 11,229 shares; 2024Q4: 11,195 shares; 2025Q1: 11,197 shares; 2025Q2: 11,199 shares; 2025Q3: 11,050 shares; 2025Q4: 11,053 shares; 2026Q1: 11,055 shares; 2026Q2: 11,377 shares 11,377 $945K 0.22% +322 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,637 shares; 2024Q4: 43,110 shares; 2025Q1: 43,308 shares; 2025Q2: 43,047 shares; 2025Q3: 42,015 shares; 2025Q4: 41,777 shares; 2026Q1: 39,881 shares; 2026Q2: 39,899 shares 39,899 $945K 0.22% +18 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: 8,754 shares; 2024Q4: 8,697 shares; 2025Q1: 8,382 shares; 2025Q2: 7,828 shares; 2025Q3: 7,664 shares; 2025Q4: 6,535 shares; 2026Q1: 5,097 shares; 2026Q2: 4,978 shares 4,978 $920K 0.21% -119 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: 6,399 shares; 2024Q4: 6,403 shares; 2025Q1: 6,404 shares; 2025Q2: 6,325 shares; 2025Q3: 6,327 shares; 2025Q4: 6,328 shares; 2026Q1: 6,329 shares; 2026Q2: 6,134 shares 6,134 $910K 0.21% -195 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: 563 shares; 2024Q4: 557 shares; 2025Q1: 563 shares; 2025Q2: 628 shares; 2025Q3: 934 shares; 2025Q4: 939 shares; 2026Q1: 941 shares; 2026Q2: 959 shares 959 $898K 0.21% +18 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: 2,046 shares; 2024Q4: 2,038 shares; 2025Q1: 1,848 shares; 2025Q2: 1,843 shares; 2025Q3: 1,821 shares; 2025Q4: 1,726 shares; 2026Q1: 1,733 shares; 2026Q2: 1,725 shares 1,725 $879K 0.2% -8 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: 2,543 shares; 2024Q4: 2,576 shares; 2025Q1: 2,592 shares; 2025Q2: 2,620 shares; 2025Q3: 2,651 shares; 2025Q4: 2,629 shares; 2026Q1: 2,629 shares; 2026Q2: 2,535 shares 2,535 $870K 0.2% -94 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,154 shares; 2024Q4: 32,536 shares; 2025Q1: 32,541 shares; 2025Q2: 32,548 shares; 2025Q3: 32,637 shares; 2025Q4: 33,824 shares; 2026Q1: 34,329 shares; 2026Q2: 34,329 shares 34,329 $865K 0.2% 0 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: 12,446 shares; 2024Q4: 10,870 shares; 2025Q1: 10,761 shares; 2025Q2: 9,963 shares; 2025Q3: 9,255 shares; 2025Q4: 10,666 shares; 2026Q1: 10,894 shares; 2026Q2: 10,982 shares 10,982 $856K 0.2% +88 Timeline VHT 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: 3,224 shares; 2024Q4: 3,165 shares; 2025Q1: 3,029 shares; 2025Q2: 2,795 shares; 2025Q3: 2,688 shares; 2025Q4: 2,756 shares; 2026Q1: 2,719 shares; 2026Q2: 2,856 shares 2,856 $854K 0.2% +137 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,642 shares; 2024Q4: 37,516 shares; 2025Q1: 39,388 shares; 2025Q2: 39,388 shares; 2025Q3: 39,388 shares; 2025Q4: 40,801 shares; 2026Q1: 40,801 shares; 2026Q2: 40,801 shares 40,801 $850K 0.2% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,482 shares; 2024Q4: 5,510 shares; 2025Q1: 5,875 shares; 2025Q2: 5,652 shares; 2025Q3: 5,372 shares; 2025Q4: 5,377 shares; 2026Q1: 5,307 shares; 2026Q2: 5,309 shares 5,309 $839K 0.19% +2 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: 22,962 shares; 2024Q4: 22,962 shares; 2025Q1: 22,962 shares; 2025Q2: 22,962 shares; 2025Q3: 22,962 shares; 2025Q4: 22,962 shares; 2026Q1: 22,962 shares; 2026Q2: 21,435 shares 21,435 $799K 0.18% -1,527 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: 2,471 shares; 2024Q4: 2,416 shares; 2025Q1: 2,369 shares; 2025Q2: 2,379 shares; 2025Q3: 2,383 shares; 2025Q4: 2,362 shares; 2026Q1: 2,365 shares; 2026Q2: 2,212 shares 2,212 $780K 0.18% -153 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: 5,486 shares; 2024Q4: 5,352 shares; 2025Q1: 5,352 shares; 2025Q2: 5,352 shares; 2025Q3: 5,352 shares; 2025Q4: 5,352 shares; 2026Q1: 5,352 shares; 2026Q2: 5,352 shares 5,352 $736K 0.17% 0 Timeline SCHZ 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: 18,506 shares; 2024Q4: 34,291 shares; 2025Q1: 35,488 shares; 2025Q2: 33,721 shares; 2025Q3: 31,134 shares; 2025Q4: 30,184 shares; 2026Q1: 29,746 shares; 2026Q2: 31,330 shares 31,330 $725K 0.17% +1,584 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: 19,547 shares; 2024Q4: 17,513 shares; 2025Q1: 16,925 shares; 2025Q2: 17,770 shares; 2025Q3: 15,294 shares; 2025Q4: 13,480 shares; 2026Q1: 11,431 shares; 2026Q2: 11,014 shares 11,014 $657K 0.15% -417 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,130 shares; 2024Q4: 27,647 shares; 2025Q1: 29,435 shares; 2025Q2: 29,435 shares; 2025Q3: 29,435 shares; 2025Q4: 29,999 shares; 2026Q1: 29,999 shares; 2026Q2: 29,999 shares 29,999 $654K 0.15% 0 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: 16,092 shares; 2024Q4: 15,883 shares; 2025Q1: 15,883 shares; 2025Q2: 15,883 shares; 2025Q3: 15,771 shares; 2025Q4: 15,771 shares; 2026Q1: 15,599 shares; 2026Q2: 15,599 shares 15,599 $643K 0.15% 0 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: 6,464 shares; 2024Q4: 6,458 shares; 2025Q1: 6,458 shares; 2025Q2: 6,342 shares; 2025Q3: 6,342 shares; 2025Q4: 6,545 shares; 2026Q1: 6,372 shares; 2026Q2: 6,272 shares 6,272 $606K 0.14% -100 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: not reported; 2025Q4: 832 shares; 2026Q1: 819 shares; 2026Q2: 802 shares 802 $580K 0.13% -17 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: 19,307 shares; 2024Q4: 20,438 shares; 2025Q1: 20,311 shares; 2025Q2: 19,814 shares; 2025Q3: 19,923 shares; 2025Q4: 19,425 shares; 2026Q1: 19,432 shares; 2026Q2: 19,313 shares 19,313 $580K 0.13% -119 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 7,360 shares; 2026Q2: 10,796 shares 10,796 $577K 0.13% +3,436 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: 2,759 shares; 2024Q4: 2,590 shares; 2025Q1: 2,590 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,523 shares; 2026Q1: 2,523 shares; 2026Q2: 2,523 shares 2,523 $573K 0.13% 0 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: 1,156 shares; 2024Q4: 1,133 shares; 2025Q1: 976 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 949 shares; 2026Q1: 818 shares; 2026Q2: 752 shares 752 $562K 0.13% -66 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,977 shares; 2024Q4: 10,821 shares; 2025Q1: 13,816 shares; 2025Q2: 12,431 shares; 2025Q3: 12,216 shares; 2025Q4: 10,875 shares; 2026Q1: 10,875 shares; 2026Q2: 11,131 shares 11,131 $554K 0.13% +256 Timeline JMST 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: 7,794 shares; 2024Q4: 8,127 shares; 2025Q1: 11,064 shares; 2025Q2: 10,767 shares; 2025Q3: 10,767 shares; 2025Q4: 10,277 shares; 2026Q1: 10,120 shares; 2026Q2: 10,859 shares 10,859 $554K 0.13% +739 Timeline SCHP 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: 11,222 shares; 2024Q4: 22,444 shares; 2025Q1: 22,293 shares; 2025Q2: 22,293 shares; 2025Q3: 20,818 shares; 2025Q4: 20,703 shares; 2026Q1: 20,703 shares; 2026Q2: 20,727 shares 20,727 $549K 0.13% +24 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: 723 shares; 2024Q4: 719 shares; 2025Q1: 657 shares; 2025Q2: 659 shares; 2025Q3: 670 shares; 2025Q4: 6,580 shares; 2026Q1: 6,705 shares; 2026Q2: 7,576 shares 7,576 $541K 0.13% +871 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,117 shares; 2024Q4: 5,115 shares; 2025Q1: 5,048 shares; 2025Q2: 4,983 shares; 2025Q3: 4,947 shares; 2025Q4: 4,940 shares; 2026Q1: 4,948 shares; 2026Q2: 4,864 shares 4,864 $531K 0.12% -84 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,341 shares; 2026Q2: 12,013 shares 12,013 $528K 0.12% +1,672 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: 14,878 shares; 2024Q4: 15,136 shares; 2025Q1: 14,987 shares; 2025Q2: 14,873 shares; 2025Q3: 14,730 shares; 2025Q4: 14,532 shares; 2026Q1: 14,400 shares; 2026Q2: 14,300 shares 14,300 $519K 0.12% -100 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,487 shares; 2024Q4: 4,383 shares; 2025Q1: 4,383 shares; 2025Q2: 4,383 shares; 2025Q3: 4,390 shares; 2025Q4: 4,390 shares; 2026Q1: 4,390 shares; 2026Q2: 4,390 shares 4,390 $517K 0.12% 0 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,635 shares; 2024Q4: 9,923 shares; 2025Q1: 11,468 shares; 2025Q2: 15,159 shares; 2025Q3: 16,847 shares; 2025Q4: 17,986 shares; 2026Q1: 17,986 shares; 2026Q2: 19,518 shares 19,518 $508K 0.12% +1,532 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: 4,885 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares; 2025Q2: 4,885 shares; 2025Q3: 4,885 shares; 2025Q4: 4,885 shares; 2026Q1: 4,885 shares; 2026Q2: 4,885 shares 4,885 $507K 0.12% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 3,698 shares 3,698 $506K 0.12% new 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: 5,239 shares; 2024Q4: 5,239 shares; 2025Q1: 5,239 shares; 2025Q2: 5,208 shares; 2025Q3: 5,093 shares; 2025Q4: 5,019 shares; 2026Q1: 4,977 shares; 2026Q2: 5,107 shares 5,107 $505K 0.12% +130 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: 1,827 shares; 2024Q4: 1,897 shares; 2025Q1: 1,901 shares; 2025Q2: 1,948 shares; 2025Q3: 2,004 shares; 2025Q4: 2,015 shares; 2026Q1: 2,018 shares; 2026Q2: 1,744 shares 1,744 $490K 0.11% -274 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,709 shares; 2024Q4: 17,077 shares; 2025Q1: 21,086 shares; 2025Q2: 21,086 shares; 2025Q3: 21,086 shares; 2025Q4: 21,086 shares; 2026Q1: 21,086 shares; 2026Q2: 21,086 shares 21,086 $488K 0.11% 0 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: 801 shares; 2024Q4: 1,586 shares; 2025Q1: 1,320 shares; 2025Q2: 1,377 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares; 2026Q1: 1,325 shares; 2026Q2: 1,340 shares 1,340 $457K 0.11% +15 Timeline XLE 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: 3,355 shares; 2024Q4: 3,358 shares; 2025Q1: 3,362 shares; 2025Q2: 4,558 shares; 2025Q3: 3,085 shares; 2025Q4: 5,695 shares; 2026Q1: 5,534 shares; 2026Q2: 8,553 shares 8,553 $454K 0.11% +3,019 Timeline SPLV 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: 6,138 shares; 2024Q4: 5,958 shares; 2025Q1: 5,958 shares; 2025Q2: 5,958 shares; 2025Q3: 6,040 shares; 2025Q4: 6,052 shares; 2026Q1: 5,947 shares; 2026Q2: 6,014 shares 6,014 $450K 0.1% +67 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,934 shares; 2024Q4: 4,934 shares; 2025Q1: 4,934 shares; 2025Q2: 4,934 shares; 2025Q3: 4,934 shares; 2025Q4: 4,815 shares; 2026Q1: 4,815 shares; 2026Q2: 4,774 shares 4,774 $445K 0.1% -41 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares; 2026Q2: 1,760 shares 1,760 $444K 0.1% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,278 shares; 2024Q4: 4,126 shares; 2025Q1: 4,140 shares; 2025Q2: 4,720 shares; 2025Q3: 4,771 shares; 2025Q4: 6,016 shares; 2026Q1: 6,031 shares; 2026Q2: 5,338 shares 5,338 $441K 0.1% -693 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: 5,346 shares; 2024Q4: 5,244 shares; 2025Q1: 5,155 shares; 2025Q2: 5,163 shares; 2025Q3: 5,184 shares; 2025Q4: 5,102 shares; 2026Q1: 5,364 shares; 2026Q2: 5,353 shares 5,353 $439K 0.1% -11 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,383 shares; 2024Q4: 10,699 shares; 2025Q1: 10,699 shares; 2025Q2: 13,658 shares; 2025Q3: 13,658 shares; 2025Q4: 16,333 shares; 2026Q1: 16,333 shares; 2026Q2: 16,915 shares 16,915 $435K 0.1% +582 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: 400 shares; 2024Q4: 426 shares; 2025Q1: 417 shares; 2025Q2: 436 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 439 shares; 2026Q2: 440 shares 440 $423K 0.1% +1 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: 5,713 shares; 2024Q4: 5,605 shares; 2025Q1: 5,605 shares; 2025Q2: 5,605 shares; 2025Q3: 5,605 shares; 2025Q4: 5,605 shares; 2026Q1: 5,460 shares; 2026Q2: 5,460 shares 5,460 $421K 0.1% 0 Timeline SPTM 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: 4,752 shares; 2024Q4: 4,712 shares; 2025Q1: 4,712 shares; 2025Q2: 4,712 shares; 2025Q3: 4,712 shares; 2025Q4: 4,615 shares; 2026Q1: 4,615 shares; 2026Q2: 4,560 shares 4,560 $414K 0.1% -55 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,704 shares; 2024Q4: 19,704 shares; 2025Q1: 19,704 shares; 2025Q2: 19,704 shares; 2025Q3: 19,704 shares; 2025Q4: 19,704 shares; 2026Q1: 19,704 shares; 2026Q2: 19,704 shares 19,704 $413K 0.1% 0 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: 3,488 shares; 2024Q4: 3,389 shares; 2025Q1: 3,219 shares; 2025Q2: 3,185 shares; 2025Q3: 3,200 shares; 2025Q4: 3,958 shares; 2026Q1: 3,964 shares; 2026Q2: 3,970 shares 3,970 $406K 0.09% +6 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,393 shares; 2024Q4: 1,393 shares; 2025Q1: 1,528 shares; 2025Q2: 1,595 shares; 2025Q3: 1,617 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares; 2026Q2: 1,768 shares 1,768 $383K 0.09% +23 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: 5,198 shares; 2024Q4: 5,199 shares; 2025Q1: 6,650 shares; 2025Q2: 6,651 shares; 2025Q3: 7,561 shares; 2025Q4: 7,562 shares; 2026Q1: 6,895 shares; 2026Q2: 6,896 shares 6,896 $370K 0.09% +1 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: 328 shares; 2025Q3: 330 shares; 2025Q4: 361 shares; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $365K 0.08% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,977 shares; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,653 shares; 2025Q4: 3,653 shares; 2026Q1: 3,892 shares; 2026Q2: 3,963 shares 3,963 $361K 0.08% +71 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,140 shares; 2025Q4: 2,138 shares; 2026Q1: 1,868 shares; 2026Q2: 1,868 shares 1,868 $356K 0.08% 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: 1,325 shares; 2024Q4: 1,326 shares; 2025Q1: 1,336 shares; 2025Q2: 1,379 shares; 2025Q3: 1,407 shares; 2025Q4: 1,408 shares; 2026Q1: 1,410 shares; 2026Q2: 1,411 shares 1,411 $355K 0.08% +1 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 6,829 shares 6,829 $334K 0.08% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 4,575 shares; 2026Q1: 4,575 shares; 2026Q2: 4,575 shares 4,575 $321K 0.07% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,279 shares; 2024Q4: 11,486 shares; 2025Q1: 13,082 shares; 2025Q2: 13,097 shares; 2025Q3: 13,097 shares; 2025Q4: 13,020 shares; 2026Q1: 13,020 shares; 2026Q2: 13,020 shares 13,020 $315K 0.07% 0 Timeline DFCA 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: 5,386 shares; 2025Q3: 5,386 shares; 2025Q4: 5,386 shares; 2026Q1: 5,386 shares; 2026Q2: 6,254 shares 6,254 $314K 0.07% +868 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,764 shares; 2024Q4: 25,764 shares; 2025Q1: 25,764 shares; 2025Q2: 25,764 shares; 2025Q3: 25,764 shares; 2025Q4: 25,764 shares; 2026Q1: 25,764 shares; 2026Q2: 25,764 shares 25,764 $312K 0.07% 0 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: 2,775 shares; 2024Q4: 2,651 shares; 2025Q1: 2,692 shares; 2025Q2: 2,739 shares; 2025Q3: 2,806 shares; 2025Q4: 2,803 shares; 2026Q1: 2,735 shares; 2026Q2: 2,737 shares 2,737 $310K 0.07% +2 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 584 shares; 2024Q4: 589 shares; 2025Q1: 597 shares; 2025Q2: 608 shares; 2025Q3: 712 shares; 2025Q4: 1,326 shares; 2026Q1: 932 shares; 2026Q2: 1,176 shares 1,176 $307K 0.07% +244 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,008 shares; 2025Q3: 1,030 shares; 2025Q4: 1,984 shares; 2026Q1: 2,089 shares; 2026Q2: 2,092 shares 2,092 $307K 0.07% +3 Timeline IWC 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: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares; 2026Q2: 1,510 shares 1,510 $302K 0.07% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 961 shares 961 $301K 0.07% -4 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,834 shares; 2024Q4: 12,041 shares; 2025Q1: 13,630 shares; 2025Q2: 12,855 shares; 2025Q3: 12,855 shares; 2025Q4: 12,312 shares; 2026Q1: 12,312 shares; 2026Q2: 12,312 shares 12,312 $298K 0.07% 0 Timeline SCHO 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: 4,863 shares; 2024Q4: 10,323 shares; 2025Q1: 15,439 shares; 2025Q2: 10,615 shares; 2025Q3: 11,650 shares; 2025Q4: 15,949 shares; 2026Q1: 11,373 shares; 2026Q2: 11,954 shares 11,954 $289K 0.07% +581 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,984 shares; 2026Q1: 3,271 shares; 2026Q2: 3,088 shares 3,088 $288K 0.07% -183 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: 3,389 shares; 2024Q4: 3,176 shares; 2025Q1: 3,049 shares; 2025Q2: 3,011 shares; 2025Q3: 3,040 shares; 2025Q4: 2,964 shares; 2026Q1: 2,964 shares; 2026Q2: 2,964 shares 2,964 $285K 0.07% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,120 shares; 2024Q4: 4,120 shares; 2025Q1: 4,120 shares; 2025Q2: 4,120 shares; 2025Q3: 4,120 shares; 2025Q4: 4,120 shares; 2026Q1: 4,120 shares; 2026Q2: 4,120 shares 4,120 $279K 0.06% 0 Timeline XLU 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: 3,048 shares; 2024Q4: 3,048 shares; 2025Q1: 3,048 shares; 2025Q2: 3,048 shares; 2025Q3: 3,048 shares; 2025Q4: 6,096 shares; 2026Q1: 6,096 shares; 2026Q2: 6,096 shares 6,096 $276K 0.06% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 362 shares 362 $276K 0.06% new Timeline KRE 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: 3,322 shares; 2025Q4: 3,322 shares; 2026Q1: 3,680 shares; 2026Q2: 3,680 shares 3,680 $275K 0.06% 0 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,961 shares; 2026Q1: 4,961 shares; 2026Q2: 4,961 shares 4,961 $271K 0.06% 0 Timeline SJNK 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: 11,241 shares; 2024Q4: 12,452 shares; 2025Q1: 11,565 shares; 2025Q2: 11,565 shares; 2025Q3: 11,565 shares; 2025Q4: 10,354 shares; 2026Q1: 10,460 shares; 2026Q2: 10,460 shares 10,460 $262K 0.06% 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: 1,755 shares; 2024Q4: 1,780 shares; 2025Q1: 1,789 shares; 2025Q2: 1,821 shares; 2025Q3: 1,852 shares; 2025Q4: 1,781 shares; 2026Q1: 1,781 shares; 2026Q2: 1,781 shares 1,781 $261K 0.06% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,368 shares; 2024Q4: not reported; 2025Q1: 3,206 shares; 2025Q2: 3,345 shares; 2025Q3: 3,033 shares; 2025Q4: 2,894 shares; 2026Q1: 2,558 shares; 2026Q2: 2,558 shares 2,558 $251K 0.06% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 463 shares; 2026Q2: 475 shares 475 $248K 0.06% +12 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,325 shares; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,529 shares; 2025Q4: 1,527 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares 1,525 $244K 0.06% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,621 shares; 2026Q1: 5,023 shares; 2026Q2: 4,676 shares 4,676 $242K 0.06% -347 Timeline IBDT 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: 9,532 shares; 2025Q2: 9,532 shares; 2025Q3: 9,532 shares; 2025Q4: 9,532 shares; 2026Q1: 9,532 shares; 2026Q2: 9,532 shares 9,532 $241K 0.06% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 385 shares; 2025Q4: 384 shares; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $239K 0.06% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,253 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,256 shares 1,256 $238K 0.06% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW 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: 678 shares; 2026Q1: 638 shares; 2026Q2: 638 shares 638 $236K 0.05% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 686 shares; 2025Q1: not reported; 2025Q2: 688 shares; 2025Q3: 695 shares; 2025Q4: 696 shares; 2026Q1: 696 shares; 2026Q2: 697 shares 697 $236K 0.05% +1 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 6,382 shares; 2026Q1: 6,382 shares; 2026Q2: 6,382 shares 6,382 $233K 0.05% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW 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: 1,484 shares; 2025Q4: 1,497 shares; 2026Q1: 1,497 shares; 2026Q2: 1,497 shares 1,497 $227K 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 193 shares 193 $227K 0.05% new 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: 2,119 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 2,070 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: 2,070 shares; 2026Q2: 2,070 shares 2,070 $227K 0.05% 0 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,733 shares 8,733 $224K 0.05% 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: 350 shares 350 $222K 0.05% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,518 shares; 2024Q4: 4,518 shares; 2025Q1: 4,518 shares; 2025Q2: 4,518 shares; 2025Q3: 4,141 shares; 2025Q4: 4,141 shares; 2026Q1: 4,141 shares; 2026Q2: 4,141 shares 4,141 $220K 0.05% 0 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,697 shares; 2025Q1: 4,697 shares; 2025Q2: 4,909 shares; 2025Q3: 4,909 shares; 2025Q4: 4,909 shares; 2026Q1: 4,295 shares; 2026Q2: 4,478 shares 4,478 $211K 0.05% +183 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,058 shares 2,058 $210K 0.05% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,180 shares; 2025Q4: not reported; 2026Q1: 2,164 shares; 2026Q2: 2,166 shares 2,166 $207K 0.05% +2 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V 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: 733 shares 733 $206K 0.05% new Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,381 shares; 2024Q4: 9,381 shares; 2025Q1: 9,381 shares; 2025Q2: 9,381 shares; 2025Q3: 9,381 shares; 2025Q4: 9,381 shares; 2026Q1: 9,381 shares; 2026Q2: 9,381 shares 9,381 $206K 0.05% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,477 shares; 2026Q2: 2,479 shares 2,479 $205K 0.05% +2 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 10,448 shares 10,448 $194K 0.04% new Timeline HYFT MINDWALK HOLDINGS CORP More: the full row for MINDWALK HOLDINGS 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: 26,808 shares; 2025Q4: 26,551 shares; 2026Q1: 26,551 shares; 2026Q2: 26,551 shares 26,551 $42K 0.01% 0 Timeline URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $13.6K <0.01% 0 Timeline