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: 7,316,385 shares; 2024Q4: 7,382,295 shares; 2025Q1: 6,691,927 shares; 2025Q2: not loaded; 2025Q3: 7,605,462 shares; 2025Q4: 13,253,011 shares; 2026Q1: 13,364,540 shares; 2026Q2: 12,639,119 shares 12,639,119 $561M 31.06% -725,421 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: 608,854 shares; 2024Q4: 622,754 shares; 2025Q1: 720,999 shares; 2025Q2: not loaded; 2025Q3: 777,144 shares; 2025Q4: 4,481,545 shares; 2026Q1: 4,466,470 shares; 2026Q2: 4,494,230 shares 4,494,230 $167M 9.28% +27,760 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: 235,634 shares; 2024Q4: 270,044 shares; 2025Q1: 269,270 shares; 2025Q2: not loaded; 2025Q3: 323,485 shares; 2025Q4: 883,168 shares; 2026Q1: 938,411 shares; 2026Q2: 986,628 shares 986,628 $97.7M 5.41% +48,217 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: 335,592 shares; 2024Q4: 331,836 shares; 2025Q1: 348,782 shares; 2025Q2: not loaded; 2025Q3: 421,458 shares; 2025Q4: 2,300,755 shares; 2026Q1: 2,314,462 shares; 2026Q2: 2,275,109 shares 2,275,109 $92.5M 5.12% -39,353 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: 2,005,214 shares; 2024Q4: 1,982,489 shares; 2025Q1: 1,766,764 shares; 2025Q2: not loaded; 2025Q3: 2,016,614 shares; 2025Q4: 2,162,647 shares; 2026Q1: 2,143,587 shares; 2026Q2: 1,894,281 shares 1,894,281 $69.8M 3.87% -249,306 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,109,388 shares; 2026Q1: 1,145,612 shares; 2026Q2: 1,171,057 shares 1,171,057 $48.9M 2.71% +25,445 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: 9,869 shares; 2024Q4: 9,869 shares; 2025Q1: 9,556 shares; 2025Q2: not loaded; 2025Q3: 14,466 shares; 2025Q4: 521,482 shares; 2026Q1: 515,346 shares; 2026Q2: 508,931 shares 508,931 $41.7M 2.31% -6,415 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: 21,388 shares; 2024Q4: 24,933 shares; 2025Q1: 25,111 shares; 2025Q2: not loaded; 2025Q3: 36,924 shares; 2025Q4: 256,891 shares; 2026Q1: 290,328 shares; 2026Q2: 310,515 shares 310,515 $24.5M 1.36% +20,187 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,742 shares; 2024Q4: 98,195 shares; 2025Q1: 101,891 shares; 2025Q2: not loaded; 2025Q3: 172,435 shares; 2025Q4: 194,101 shares; 2026Q1: 192,256 shares; 2026Q2: 181,106 shares 181,106 $23.2M 1.29% -11,150 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 54,247 shares; 2026Q1: 53,723 shares; 2026Q2: 53,486 shares 53,486 $22.8M 1.26% -237 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,791 shares; 2024Q4: 60,363 shares; 2025Q1: 68,470 shares; 2025Q2: not loaded; 2025Q3: 77,644 shares; 2025Q4: 261,126 shares; 2026Q1: 283,302 shares; 2026Q2: 284,544 shares 284,544 $20.9M 1.16% +1,242 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: 9,777 shares; 2024Q4: 7,474 shares; 2025Q1: 7,600 shares; 2025Q2: not loaded; 2025Q3: 19,236 shares; 2025Q4: 194,428 shares; 2026Q1: 220,313 shares; 2026Q2: 240,250 shares 240,250 $19.9M 1.1% +19,937 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: 38,043 shares; 2024Q4: 36,171 shares; 2025Q1: 34,629 shares; 2025Q2: not loaded; 2025Q3: 34,205 shares; 2025Q4: 59,774 shares; 2026Q1: 62,064 shares; 2026Q2: 66,729 shares 66,729 $19.3M 1.07% +4,665 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 174,276 shares; 2026Q1: 174,176 shares; 2026Q2: 165,420 shares 165,420 $16.4M 0.91% -8,756 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: 21,825 shares; 2024Q4: 21,658 shares; 2025Q1: 20,678 shares; 2025Q2: not loaded; 2025Q3: 18,985 shares; 2025Q4: 42,182 shares; 2026Q1: 44,422 shares; 2026Q2: 43,356 shares 43,356 $16M 0.89% -1,066 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,411 shares; 2024Q4: 20,599 shares; 2025Q1: 26,903 shares; 2025Q2: not loaded; 2025Q3: 36,008 shares; 2025Q4: 268,293 shares; 2026Q1: 304,674 shares; 2026Q2: 304,105 shares 304,105 $14.7M 0.82% -569 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,625 shares; 2024Q4: 4,030 shares; 2025Q1: 4,030 shares; 2025Q2: not loaded; 2025Q3: 4,165 shares; 2025Q4: 147,189 shares; 2026Q1: 162,731 shares; 2026Q2: 175,063 shares 175,063 $14.5M 0.8% +12,332 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,478 shares; 2025Q1: 4,456 shares; 2025Q2: not loaded; 2025Q3: 4,228 shares; 2025Q4: 236,859 shares; 2026Q1: 248,283 shares; 2026Q2: 250,248 shares 250,248 $13.3M 0.74% +1,965 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 6,221 shares; 2025Q4: 114,419 shares; 2026Q1: 114,080 shares; 2026Q2: 113,465 shares 113,465 $11M 0.61% -615 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: 31,511 shares; 2024Q4: 31,511 shares; 2025Q1: 31,511 shares; 2025Q2: not loaded; 2025Q3: 31,511 shares; 2025Q4: 203,801 shares; 2026Q1: 199,911 shares; 2026Q2: 181,842 shares 181,842 $10M 0.55% -18,069 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: 11,468 shares; 2024Q4: 16,391 shares; 2025Q1: 18,617 shares; 2025Q2: not loaded; 2025Q3: 28,985 shares; 2025Q4: 77,553 shares; 2026Q1: 81,651 shares; 2026Q2: 78,388 shares 78,388 $9.78M 0.54% -3,263 Timeline VTHR 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 loaded; 2025Q3: not reported; 2025Q4: 30,543 shares; 2026Q1: 29,644 shares; 2026Q2: 29,339 shares 29,339 $9.72M 0.54% -305 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: 5,037 shares; 2024Q4: 5,964 shares; 2025Q1: 6,697 shares; 2025Q2: not loaded; 2025Q3: 7,031 shares; 2025Q4: 24,368 shares; 2026Q1: 24,530 shares; 2026Q2: 25,974 shares 25,974 $9.69M 0.54% +1,444 Timeline LIF LIFE360 INC More: the full row for LIFE360 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 loaded; 2025Q3: not reported; 2025Q4: 338,637 shares; 2026Q1: 163,582 shares; 2026Q2: 173,271 shares 173,271 $9.59M 0.53% +9,689 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: 6,271 shares; 2024Q4: 5,912 shares; 2025Q1: 3,641 shares; 2025Q2: not loaded; 2025Q3: 5,247 shares; 2025Q4: 43,872 shares; 2026Q1: 46,045 shares; 2026Q2: 47,246 shares 47,246 $9.45M 0.52% +1,201 Timeline JTNY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 170,209 shares 170,209 $8.54M 0.47% new 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: 5,709 shares; 2024Q4: 5,699 shares; 2025Q1: 5,651 shares; 2025Q2: not loaded; 2025Q3: 5,651 shares; 2025Q4: 17,394 shares; 2026Q1: 17,068 shares; 2026Q2: 66,875 shares 66,875 $8.3M 0.46% +49,807 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,512 shares; 2024Q4: 3,412 shares; 2025Q1: 3,412 shares; 2025Q2: not loaded; 2025Q3: 12,786 shares; 2025Q4: 84,061 shares; 2026Q1: 82,310 shares; 2026Q2: 81,750 shares 81,750 $7.89M 0.44% -560 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: 3,242 shares; 2024Q4: 3,027 shares; 2025Q1: 2,724 shares; 2025Q2: not loaded; 2025Q3: 2,933 shares; 2025Q4: 19,447 shares; 2026Q1: 19,343 shares; 2026Q2: 21,026 shares 21,026 $7.51M 0.42% +1,683 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: 6,412 shares; 2024Q4: 7,384 shares; 2025Q1: 4,757 shares; 2025Q2: not loaded; 2025Q3: 4,659 shares; 2025Q4: 29,997 shares; 2026Q1: 28,971 shares; 2026Q2: 29,893 shares 29,893 $7.12M 0.39% +922 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,858 shares; 2024Q4: 3,858 shares; 2025Q1: 3,858 shares; 2025Q2: not loaded; 2025Q3: 11,264 shares; 2025Q4: 78,353 shares; 2026Q1: 78,756 shares; 2026Q2: 78,743 shares 78,743 $7.02M 0.39% -13 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: not reported; 2024Q4: 51,870 shares; 2025Q1: 51,971 shares; 2025Q2: not loaded; 2025Q3: 61,946 shares; 2025Q4: 221,688 shares; 2026Q1: 244,696 shares; 2026Q2: 258,064 shares 258,064 $6.84M 0.38% +13,368 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 82,810 shares; 2026Q1: 81,616 shares; 2026Q2: 81,428 shares 81,428 $6.75M 0.37% -188 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES 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 loaded; 2025Q3: not reported; 2025Q4: 24,809 shares; 2026Q1: 23,713 shares; 2026Q2: 24,183 shares 24,183 $6.68M 0.37% +470 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: 8,549 shares; 2024Q4: 8,549 shares; 2025Q1: 8,549 shares; 2025Q2: not loaded; 2025Q3: 8,549 shares; 2025Q4: 92,673 shares; 2026Q1: 91,887 shares; 2026Q2: 90,699 shares 90,699 $6.34M 0.35% -1,188 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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 loaded; 2025Q3: 3,893 shares; 2025Q4: 48,625 shares; 2026Q1: 84,871 shares; 2026Q2: 82,947 shares 82,947 $6.28M 0.35% -1,924 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,523 shares; 2024Q4: 25,710 shares; 2025Q1: 31,106 shares; 2025Q2: not loaded; 2025Q3: 31,106 shares; 2025Q4: 98,040 shares; 2026Q1: 104,806 shares; 2026Q2: 121,753 shares 121,753 $6.16M 0.34% +16,947 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 335 shares; 2025Q4: 8,027 shares; 2026Q1: 8,003 shares; 2026Q2: 8,167 shares 8,167 $6.1M 0.34% +164 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,338 shares; 2024Q4: 29,911 shares; 2025Q1: 29,911 shares; 2025Q2: not loaded; 2025Q3: 28,911 shares; 2025Q4: 188,081 shares; 2026Q1: 204,167 shares; 2026Q2: 208,803 shares 208,803 $6.05M 0.34% +4,636 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: 9,351 shares; 2024Q4: 7,514 shares; 2025Q1: 11,625 shares; 2025Q2: not loaded; 2025Q3: 16,821 shares; 2025Q4: 60,695 shares; 2026Q1: 59,457 shares; 2026Q2: 58,441 shares 58,441 $6.02M 0.33% -1,016 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: 31,262 shares; 2024Q4: 36,411 shares; 2025Q1: 38,055 shares; 2025Q2: not loaded; 2025Q3: 31,040 shares; 2025Q4: 58,767 shares; 2026Q1: 64,477 shares; 2026Q2: 59,189 shares 59,189 $5.96M 0.33% -5,288 Timeline DFSI 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: 204,413 shares; 2024Q4: 204,413 shares; 2025Q1: 113,563 shares; 2025Q2: not loaded; 2025Q3: 204,413 shares; 2025Q4: 211,590 shares; 2026Q1: 212,964 shares; 2026Q2: 122,708 shares 122,708 $5.53M 0.31% -90,256 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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 loaded; 2025Q3: not reported; 2025Q4: 351,668 shares; 2026Q1: 169,884 shares; 2026Q2: 169,884 shares 169,884 $5.47M 0.3% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,609 shares; 2024Q4: 21,159 shares; 2025Q1: 21,634 shares; 2025Q2: not loaded; 2025Q3: 22,902 shares; 2025Q4: 70,454 shares; 2026Q1: 71,652 shares; 2026Q2: 66,108 shares 66,108 $5.43M 0.3% -5,544 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,250 shares; 2024Q4: 15,723 shares; 2025Q1: 13,097 shares; 2025Q2: not loaded; 2025Q3: 18,993 shares; 2025Q4: 48,602 shares; 2026Q1: 50,299 shares; 2026Q2: 50,266 shares 50,266 $5.41M 0.3% -33 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: 28,145 shares; 2024Q4: 27,677 shares; 2025Q1: 31,591 shares; 2025Q2: not loaded; 2025Q3: 31,638 shares; 2025Q4: 57,374 shares; 2026Q1: 55,495 shares; 2026Q2: 56,566 shares 56,566 $5.16M 0.29% +1,071 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: 17,208 shares; 2024Q4: 18,363 shares; 2025Q1: 18,941 shares; 2025Q2: not loaded; 2025Q3: 19,103 shares; 2025Q4: 75,242 shares; 2026Q1: 78,157 shares; 2026Q2: 77,619 shares 77,619 $5.09M 0.28% -538 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: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 12,504 shares; 2026Q1: 13,561 shares; 2026Q2: 14,323 shares 14,323 $5.06M 0.28% +762 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: 5,862 shares; 2024Q4: 7,486 shares; 2025Q1: 8,452 shares; 2025Q2: not loaded; 2025Q3: 9,073 shares; 2025Q4: 64,315 shares; 2026Q1: 87,741 shares; 2026Q2: 98,092 shares 98,092 $4.88M 0.27% +10,351 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: 8,069 shares; 2024Q4: 5,937 shares; 2025Q1: 4,899 shares; 2025Q2: not loaded; 2025Q3: 5,861 shares; 2025Q4: 19,859 shares; 2026Q1: 19,914 shares; 2026Q2: 20,513 shares 20,513 $4.85M 0.27% +599 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 6,746 shares; 2025Q4: 70,717 shares; 2026Q1: 69,313 shares; 2026Q2: 65,627 shares 65,627 $4.68M 0.26% -3,686 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,331 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 38,775 shares; 2026Q1: 45,229 shares; 2026Q2: 48,451 shares 48,451 $4.67M 0.26% +3,222 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 7,428 shares; 2026Q1: 6,856 shares; 2026Q2: 6,765 shares 6,765 $4.65M 0.26% -91 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 91,670 shares; 2026Q1: 101,803 shares; 2026Q2: 109,030 shares 109,030 $4.6M 0.25% +7,227 Timeline DFSE 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: 133,416 shares; 2024Q4: 133,416 shares; 2025Q1: 74,120 shares; 2025Q2: not loaded; 2025Q3: 133,416 shares; 2025Q4: 149,790 shares; 2026Q1: 150,393 shares; 2026Q2: 91,141 shares 91,141 $4.45M 0.25% -59,252 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,820 shares; 2024Q4: 14,607 shares; 2025Q1: 14,607 shares; 2025Q2: not loaded; 2025Q3: 19,405 shares; 2025Q4: 40,866 shares; 2026Q1: 41,625 shares; 2026Q2: 41,253 shares 41,253 $4.39M 0.24% -372 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,971 shares; 2024Q4: 3,971 shares; 2025Q1: 9,930 shares; 2025Q2: not loaded; 2025Q3: 9,930 shares; 2025Q4: 64,974 shares; 2026Q1: 70,377 shares; 2026Q2: 73,858 shares 73,858 $4.36M 0.24% +3,481 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,790 shares; 2024Q4: 11,179 shares; 2025Q1: 11,179 shares; 2025Q2: not loaded; 2025Q3: 11,859 shares; 2025Q4: 57,226 shares; 2026Q1: 53,863 shares; 2026Q2: 52,888 shares 52,888 $4.35M 0.24% -975 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: 2,285 shares; 2024Q4: 5,064 shares; 2025Q1: 6,346 shares; 2025Q2: not loaded; 2025Q3: 3,564 shares; 2025Q4: 39,271 shares; 2026Q1: 40,585 shares; 2026Q2: 41,403 shares 41,403 $4.23M 0.23% +818 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,478 shares; 2024Q4: 15,846 shares; 2025Q1: 17,355 shares; 2025Q2: not loaded; 2025Q3: 16,923 shares; 2025Q4: 37,682 shares; 2026Q1: 37,060 shares; 2026Q2: 38,012 shares 38,012 $4.19M 0.23% +952 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 7,693 shares; 2026Q1: 8,369 shares; 2026Q2: 8,767 shares 8,767 $4.19M 0.23% +398 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 25,084 shares; 2026Q1: 26,687 shares; 2026Q2: 26,662 shares 26,662 $4.18M 0.23% -25 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: 4,061 shares; 2024Q4: 4,061 shares; 2025Q1: 3,869 shares; 2025Q2: not loaded; 2025Q3: 3,954 shares; 2025Q4: 8,087 shares; 2026Q1: 8,472 shares; 2026Q2: 8,250 shares 8,250 $4.13M 0.23% -222 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: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,342 shares; 2025Q2: not loaded; 2025Q3: 1,459 shares; 2025Q4: 10,845 shares; 2026Q1: 11,444 shares; 2026Q2: 12,236 shares 12,236 $4.01M 0.22% +792 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 1,240 shares; 2025Q1: 1,490 shares; 2025Q2: not loaded; 2025Q3: 500 shares; 2025Q4: 3,041 shares; 2026Q1: 3,107 shares; 2026Q2: 3,171 shares 3,171 $3.8M 0.21% +64 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 42,183 shares; 2026Q1: 43,195 shares; 2026Q2: 42,515 shares 42,515 $3.76M 0.21% -680 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,681 shares; 2024Q4: 18,722 shares; 2025Q1: 18,722 shares; 2025Q2: not loaded; 2025Q3: 21,532 shares; 2025Q4: 41,518 shares; 2026Q1: 40,941 shares; 2026Q2: 40,086 shares 40,086 $3.57M 0.2% -855 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: 2,346 shares; 2024Q4: 2,346 shares; 2025Q1: 4,175 shares; 2025Q2: not loaded; 2025Q3: 2,346 shares; 2025Q4: 30,709 shares; 2026Q1: 32,410 shares; 2026Q2: 32,430 shares 32,430 $3.55M 0.2% +20 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: not loaded; 2025Q3: 900 shares; 2025Q4: 6,890 shares; 2026Q1: 6,875 shares; 2026Q2: 41,179 shares 41,179 $3.55M 0.2% +34,304 Timeline VWOB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 44,535 shares; 2026Q1: 47,986 shares; 2026Q2: 52,472 shares 52,472 $3.53M 0.2% +4,486 Timeline SOXX 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 loaded; 2025Q3: not reported; 2025Q4: 5,296 shares; 2026Q1: 5,296 shares; 2026Q2: 5,401 shares 5,401 $3.46M 0.19% +105 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,134 shares; 2024Q4: 37,819 shares; 2025Q1: 46,134 shares; 2025Q2: not loaded; 2025Q3: 46,134 shares; 2025Q4: 131,407 shares; 2026Q1: 131,418 shares; 2026Q2: 124,777 shares 124,777 $3.45M 0.19% -6,641 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 295 shares; 2025Q4: 5,006 shares; 2026Q1: 5,215 shares; 2026Q2: 5,411 shares 5,411 $3.05M 0.17% +196 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: 25,053 shares; 2024Q4: 26,407 shares; 2025Q1: 26,407 shares; 2025Q2: not loaded; 2025Q3: 39,075 shares; 2025Q4: 71,001 shares; 2026Q1: 71,801 shares; 2026Q2: 73,623 shares 73,623 $3.04M 0.17% +1,822 Timeline GEW 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 loaded; 2025Q3: not reported; 2025Q4: 53,121 shares; 2026Q1: 53,121 shares; 2026Q2: 53,121 shares 53,121 $2.91M 0.16% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,441 shares; 2024Q4: 2,306 shares; 2025Q1: 2,241 shares; 2025Q2: not loaded; 2025Q3: 2,241 shares; 2025Q4: 3,645 shares; 2026Q1: 3,541 shares; 2026Q2: 3,710 shares 3,710 $2.78M 0.15% +169 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 46,545 shares; 2026Q1: 47,131 shares; 2026Q2: 46,379 shares 46,379 $2.77M 0.15% -752 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 33,444 shares; 2026Q1: 33,830 shares; 2026Q2: 34,395 shares 34,395 $2.68M 0.15% +565 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: 4,955 shares; 2024Q4: 4,955 shares; 2025Q1: 4,955 shares; 2025Q2: not loaded; 2025Q3: 4,955 shares; 2025Q4: 34,090 shares; 2026Q1: 33,296 shares; 2026Q2: 32,894 shares 32,894 $2.54M 0.14% -402 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: 4,075 shares; 2024Q4: 3,743 shares; 2025Q1: 3,085 shares; 2025Q2: not loaded; 2025Q3: 3,030 shares; 2025Q4: 5,732 shares; 2026Q1: 6,008 shares; 2026Q2: 6,678 shares 6,678 $2.52M 0.14% +670 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,677 shares; 2024Q4: 20,677 shares; 2025Q1: 27,611 shares; 2025Q2: not loaded; 2025Q3: 30,837 shares; 2025Q4: 45,314 shares; 2026Q1: 45,626 shares; 2026Q2: 46,092 shares 46,092 $2.49M 0.14% +466 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 31,878 shares; 2026Q1: 30,875 shares; 2026Q2: 30,815 shares 30,815 $2.46M 0.14% -60 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: 10,817 shares; 2024Q4: 10,157 shares; 2025Q1: 9,035 shares; 2025Q2: not loaded; 2025Q3: 15,026 shares; 2025Q4: 45,115 shares; 2026Q1: 47,276 shares; 2026Q2: 47,382 shares 47,382 $2.45M 0.14% +106 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: 6,400 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: not loaded; 2025Q3: 6,000 shares; 2025Q4: 6,120 shares; 2026Q1: 6,722 shares; 2026Q2: 6,730 shares 6,730 $2.44M 0.14% +8 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: 2,018 shares; 2024Q4: 1,984 shares; 2025Q1: 1,984 shares; 2025Q2: not loaded; 2025Q3: 1,984 shares; 2025Q4: 6,761 shares; 2026Q1: 6,761 shares; 2026Q2: 6,761 shares 6,761 $2.33M 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 16,491 shares; 2025Q4: 51,373 shares; 2026Q1: 55,876 shares; 2026Q2: 59,384 shares 59,384 $2.3M 0.13% +3,508 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: 776 shares; 2024Q4: 776 shares; 2025Q1: 736 shares; 2025Q2: not loaded; 2025Q3: 776 shares; 2025Q4: 2,318 shares; 2026Q1: 2,388 shares; 2026Q2: 2,444 shares 2,444 $2.29M 0.13% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 36,139 shares; 2026Q1: 45,018 shares; 2026Q2: 45,483 shares 45,483 $2.28M 0.13% +465 Timeline VMBS 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 loaded; 2025Q3: not reported; 2025Q4: 23,801 shares; 2026Q1: 33,932 shares; 2026Q2: 48,605 shares 48,605 $2.28M 0.13% +14,673 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,225 shares; 2025Q4: 9,423 shares; 2026Q1: 9,245 shares; 2026Q2: 9,223 shares 9,223 $2.24M 0.12% -22 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 7,353 shares; 2026Q1: 7,578 shares; 2026Q2: 8,433 shares 8,433 $2.14M 0.12% +855 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,386 shares; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: not loaded; 2025Q3: 1,386 shares; 2025Q4: 10,785 shares; 2026Q1: 9,789 shares; 2026Q2: 9,809 shares 9,809 $2.14M 0.12% +20 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: not reported; 2024Q4: 630 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 630 shares; 2025Q4: 4,246 shares; 2026Q1: 4,406 shares; 2026Q2: 4,865 shares 4,865 $2.05M 0.11% +459 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 773 shares; 2025Q4: 6,194 shares; 2026Q1: 6,230 shares; 2026Q2: 5,424 shares 5,424 $2.03M 0.11% -806 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 loaded; 2025Q3: not reported; 2025Q4: 1,887 shares; 2026Q1: 1,900 shares; 2026Q2: 1,705 shares 1,705 $2M 0.11% -195 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: not reported; 2024Q4: 5,664 shares; 2025Q1: 6,526 shares; 2025Q2: not loaded; 2025Q3: 6,526 shares; 2025Q4: 42,005 shares; 2026Q1: 45,193 shares; 2026Q2: 44,094 shares 44,094 $1.98M 0.11% -1,099 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 4,800 shares; 2026Q1: 4,772 shares; 2026Q2: 4,722 shares 4,722 $1.93M 0.11% -50 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,801 shares; 2025Q4: 6,890 shares; 2026Q1: 7,358 shares; 2026Q2: 7,329 shares 7,329 $1.85M 0.1% -29 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: not loaded; 2025Q3: not reported; 2025Q4: 1,683 shares; 2026Q1: 1,739 shares; 2026Q2: 1,796 shares 1,796 $1.82M 0.1% +57 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: 1,271 shares; 2024Q4: 1,166 shares; 2025Q1: 1,049 shares; 2025Q2: not loaded; 2025Q3: 1,166 shares; 2025Q4: 3,972 shares; 2026Q1: 3,801 shares; 2026Q2: 5,265 shares 5,265 $1.81M 0.1% +1,464 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,738 shares; 2026Q1: 1,735 shares; 2026Q2: 4,139 shares 4,139 $1.79M 0.1% +2,404 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,426 shares; 2024Q4: 15,426 shares; 2025Q1: 15,426 shares; 2025Q2: not loaded; 2025Q3: 15,426 shares; 2025Q4: 15,446 shares; 2026Q1: 15,441 shares; 2026Q2: 15,455 shares 15,455 $1.76M 0.1% +14 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 775 shares; 2026Q1: 773 shares; 2026Q2: 855 shares 855 $1.7M 0.09% +82 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 34,489 shares; 2026Q1: 33,939 shares; 2026Q2: 32,763 shares 32,763 $1.7M 0.09% -1,176 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: 12,767 shares; 2024Q4: 12,767 shares; 2025Q1: 12,767 shares; 2025Q2: not loaded; 2025Q3: 12,767 shares; 2025Q4: 30,441 shares; 2026Q1: 34,474 shares; 2026Q2: 36,188 shares 36,188 $1.69M 0.09% +1,714 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: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: not loaded; 2025Q3: 2,040 shares; 2025Q4: 6,942 shares; 2026Q1: 7,002 shares; 2026Q2: 6,929 shares 6,929 $1.68M 0.09% -73 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,018 shares; 2024Q4: 2,018 shares; 2025Q1: 2,018 shares; 2025Q2: not loaded; 2025Q3: 2,018 shares; 2025Q4: 6,259 shares; 2026Q1: 6,041 shares; 2026Q2: 8,303 shares 8,303 $1.67M 0.09% +2,262 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,332 shares; 2024Q4: 4,332 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 20,493 shares; 2026Q1: 29,150 shares; 2026Q2: 31,971 shares 31,971 $1.62M 0.09% +2,821 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,300 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4,300 shares; 2025Q4: 5,023 shares; 2026Q1: 5,038 shares; 2026Q2: 6,257 shares 6,257 $1.6M 0.09% +1,219 Timeline ILCG 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 loaded; 2025Q3: not reported; 2025Q4: 13,565 shares; 2026Q1: 13,565 shares; 2026Q2: 13,565 shares 13,565 $1.59M 0.09% 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: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 3,677 shares; 2025Q2: not loaded; 2025Q3: 2,511 shares; 2025Q4: 6,023 shares; 2026Q1: 6,122 shares; 2026Q2: 6,143 shares 6,143 $1.55M 0.09% +21 Timeline IWN 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 loaded; 2025Q3: not reported; 2025Q4: 6,734 shares; 2026Q1: 6,737 shares; 2026Q2: 6,722 shares 6,722 $1.49M 0.08% -15 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: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 48,080 shares; 2026Q1: 49,852 shares; 2026Q2: 51,255 shares 51,255 $1.48M 0.08% +1,403 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,823 shares; 2024Q4: 1,823 shares; 2025Q1: 1,823 shares; 2025Q2: not loaded; 2025Q3: 3,789 shares; 2025Q4: 12,475 shares; 2026Q1: 12,735 shares; 2026Q2: 12,314 shares 12,314 $1.45M 0.08% -421 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,680 shares; 2025Q4: 12,044 shares; 2026Q1: 12,044 shares; 2026Q2: 10,501 shares 10,501 $1.44M 0.08% -1,543 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 loaded; 2025Q3: not reported; 2025Q4: 1,663 shares; 2026Q1: 1,741 shares; 2026Q2: 1,981 shares 1,981 $1.43M 0.08% +240 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: 7,230 shares; 2024Q4: 7,230 shares; 2025Q1: 7,230 shares; 2025Q2: not loaded; 2025Q3: 7,230 shares; 2025Q4: 16,257 shares; 2026Q1: 16,583 shares; 2026Q2: 17,533 shares 17,533 $1.42M 0.08% +950 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 loaded; 2025Q3: not reported; 2025Q4: 901 shares; 2026Q1: 1,084 shares; 2026Q2: 1,199 shares 1,199 $1.38M 0.08% +115 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,403 shares; 2026Q1: 3,197 shares; 2026Q2: 3,329 shares 3,329 $1.38M 0.08% +132 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: not loaded; 2025Q3: 3,000 shares; 2025Q4: 10,782 shares; 2026Q1: 11,465 shares; 2026Q2: 11,744 shares 11,744 $1.33M 0.07% +279 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 799 shares; 2026Q2: 580 shares 580 $1.32M 0.07% -219 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: 671 shares; 2024Q4: 671 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 336 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares; 2026Q2: 1,776 shares 1,776 $1.31M 0.07% +86 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: 3,507 shares; 2024Q4: 3,507 shares; 2025Q1: 2,246 shares; 2025Q2: not loaded; 2025Q3: 3,447 shares; 2025Q4: 7,439 shares; 2026Q1: 7,299 shares; 2026Q2: 8,623 shares 8,623 $1.26M 0.07% +1,324 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 8,438 shares; 2026Q1: 9,073 shares; 2026Q2: 8,981 shares 8,981 $1.23M 0.07% -92 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: 8,662 shares; 2024Q4: 8,662 shares; 2025Q1: 8,662 shares; 2025Q2: not loaded; 2025Q3: 8,662 shares; 2025Q4: 31,396 shares; 2026Q1: 30,178 shares; 2026Q2: 30,178 shares 30,178 $1.21M 0.07% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,198 shares; 2024Q4: 8,198 shares; 2025Q1: 8,198 shares; 2025Q2: not loaded; 2025Q3: 8,198 shares; 2025Q4: 9,130 shares; 2026Q1: 9,130 shares; 2026Q2: 9,130 shares 9,130 $1.21M 0.07% 0 Timeline EWX 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: 3,660 shares; 2024Q4: 4,260 shares; 2025Q1: 6,092 shares; 2025Q2: not loaded; 2025Q3: 3,968 shares; 2025Q4: 14,658 shares; 2026Q1: 16,822 shares; 2026Q2: 15,975 shares 15,975 $1.19M 0.07% -847 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: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 4,891 shares; 2026Q1: 4,104 shares; 2026Q2: 4,172 shares 4,172 $1.17M 0.07% +68 Timeline EEMS 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 loaded; 2025Q3: not reported; 2025Q4: 15,789 shares; 2026Q1: 15,702 shares; 2026Q2: 15,440 shares 15,440 $1.17M 0.06% -262 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: not reported; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: not loaded; 2025Q3: 650 shares; 2025Q4: 3,182 shares; 2026Q1: 3,082 shares; 2026Q2: 3,255 shares 3,255 $1.15M 0.06% +173 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,885 shares; 2026Q1: 1,781 shares; 2026Q2: 1,969 shares 1,969 $1.14M 0.06% +188 Timeline EWC 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 loaded; 2025Q3: not reported; 2025Q4: 19,793 shares; 2026Q1: 19,793 shares; 2026Q2: 19,793 shares 19,793 $1.14M 0.06% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 17,808 shares; 2026Q1: 19,097 shares; 2026Q2: 19,086 shares 19,086 $1.11M 0.06% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 15,908 shares; 2026Q1: 15,730 shares; 2026Q2: 15,730 shares 15,730 $1.06M 0.06% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 4,008 shares; 2026Q1: 4,245 shares; 2026Q2: 4,245 shares 4,245 $1.05M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 14,884 shares; 2026Q1: 14,884 shares; 2026Q2: 13,634 shares 13,634 $1.03M 0.06% -1,250 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares; 2026Q2: 3,401 shares 3,401 $1.03M 0.06% +3,238 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: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: not loaded; 2025Q3: 1,507 shares; 2025Q4: 6,084 shares; 2026Q1: 6,554 shares; 2026Q2: 6,991 shares 6,991 $1.03M 0.06% +437 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 12,570 shares; 2026Q1: 12,363 shares; 2026Q2: 12,305 shares 12,305 $1.02M 0.06% -58 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: 3,501 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 7,195 shares; 2026Q1: 7,865 shares; 2026Q2: 7,857 shares 7,857 $1.01M 0.06% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 9,899 shares; 2026Q1: 9,867 shares; 2026Q2: 9,549 shares 9,549 $992K 0.05% -318 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: not reported; 2024Q4: 8,459 shares; 2025Q1: 9,687 shares; 2025Q2: not loaded; 2025Q3: 10,763 shares; 2025Q4: 22,930 shares; 2026Q1: 21,901 shares; 2026Q2: 23,148 shares 23,148 $929K 0.05% +1,247 Timeline SPYV 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 loaded; 2025Q3: not reported; 2025Q4: 15,052 shares; 2026Q1: 14,988 shares; 2026Q2: 15,229 shares 15,229 $926K 0.05% +241 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 loaded; 2025Q3: not reported; 2025Q4: 8,204 shares; 2026Q1: 7,715 shares; 2026Q2: 7,865 shares 7,865 $924K 0.05% +150 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 loaded; 2025Q3: not reported; 2025Q4: 2,420 shares; 2026Q1: 2,435 shares; 2026Q2: 2,439 shares 2,439 $904K 0.05% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 5,016 shares; 2026Q1: 5,495 shares; 2026Q2: 5,440 shares 5,440 $902K 0.05% -55 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 18,021 shares; 2026Q1: 18,637 shares; 2026Q2: 18,803 shares 18,803 $848K 0.05% +166 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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 loaded; 2025Q3: not reported; 2025Q4: 2,286 shares; 2026Q1: 2,156 shares; 2026Q2: 1,990 shares 1,990 $847K 0.05% -166 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,051 shares 6,051 $845K 0.05% new Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES 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 loaded; 2025Q3: not reported; 2025Q4: 17,084 shares; 2026Q1: 11,849 shares; 2026Q2: 10,857 shares 10,857 $840K 0.05% -992 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 5,682 shares; 2026Q1: 5,609 shares; 2026Q2: 5,600 shares 5,600 $831K 0.05% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 11,324 shares; 2026Q1: 12,358 shares; 2026Q2: 11,625 shares 11,625 $830K 0.05% -733 Timeline MBB 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 loaded; 2025Q3: 2,231 shares; 2025Q4: 7,216 shares; 2026Q1: 7,849 shares; 2026Q2: 8,759 shares 8,759 $828K 0.05% +910 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 8,483 shares; 2026Q1: 9,813 shares; 2026Q2: 10,583 shares 10,583 $821K 0.05% +770 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: not loaded; 2025Q3: 870 shares; 2025Q4: 2,326 shares; 2026Q1: 2,233 shares; 2026Q2: 2,458 shares 2,458 $815K 0.05% +225 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 2,469 shares; 2025Q2: not loaded; 2025Q3: 4,450 shares; 2025Q4: 5,993 shares; 2026Q1: 5,993 shares; 2026Q2: 5,938 shares 5,938 $812K 0.04% -55 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 12,788 shares; 2026Q1: 13,643 shares; 2026Q2: 14,236 shares 14,236 $811K 0.04% +593 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,298 shares; 2026Q1: 1,355 shares; 2026Q2: 1,552 shares 1,552 $797K 0.04% +197 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 loaded; 2025Q3: not reported; 2025Q4: 3,231 shares; 2026Q1: 3,508 shares; 2026Q2: 4,064 shares 4,064 $771K 0.04% +556 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 783 shares; 2026Q2: 708 shares 708 $754K 0.04% -75 Timeline IGM 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 loaded; 2025Q3: 2,818 shares; 2025Q4: 4,597 shares; 2026Q1: 4,597 shares; 2026Q2: 4,597 shares 4,597 $752K 0.04% 0 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 9,449 shares; 2026Q1: 9,156 shares; 2026Q2: 9,156 shares 9,156 $749K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.04% 0 Timeline EMB 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 loaded; 2025Q3: not reported; 2025Q4: 6,749 shares; 2026Q1: 7,642 shares; 2026Q2: 7,648 shares 7,648 $738K 0.04% +6 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 5,904 shares; 2026Q1: 5,565 shares; 2026Q2: 5,058 shares 5,058 $737K 0.04% -507 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,975 shares; 2026Q1: 3,669 shares; 2026Q2: 3,984 shares 3,984 $736K 0.04% +315 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,881 shares; 2026Q2: 14,861 shares 14,861 $732K 0.04% +4,980 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,765 shares; 2026Q1: 2,765 shares; 2026Q2: 2,765 shares 2,765 $732K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 16,406 shares; 2026Q1: 25,194 shares; 2026Q2: 27,747 shares 27,747 $726K 0.04% +2,553 Timeline EAGG 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 loaded; 2025Q3: not reported; 2025Q4: 14,674 shares; 2026Q1: 14,701 shares; 2026Q2: 15,223 shares 15,223 $722K 0.04% +522 Timeline ESGU 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 loaded; 2025Q3: not reported; 2025Q4: 4,436 shares; 2026Q1: 4,436 shares; 2026Q2: 4,404 shares 4,404 $721K 0.04% -32 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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 loaded; 2025Q3: not reported; 2025Q4: 26,013 shares; 2026Q1: 27,256 shares; 2026Q2: 26,230 shares 26,230 $714K 0.04% -1,026 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 loaded; 2025Q3: not reported; 2025Q4: 3,944 shares; 2026Q1: 4,362 shares; 2026Q2: 4,661 shares 4,661 $706K 0.04% +299 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 895 shares; 2025Q4: 1,475 shares; 2026Q1: 1,514 shares; 2026Q2: 2,241 shares 2,241 $679K 0.04% +727 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,725 shares; 2024Q4: 66,725 shares; 2025Q1: 66,725 shares; 2025Q2: not loaded; 2025Q3: 66,725 shares; 2025Q4: 71,725 shares; 2026Q1: 71,725 shares; 2026Q2: 71,725 shares 71,725 $679K 0.04% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 6,046 shares; 2026Q1: 6,046 shares; 2026Q2: 5,738 shares 5,738 $674K 0.04% -308 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 4,296 shares; 2026Q1: 4,733 shares; 2026Q2: 4,173 shares 4,173 $654K 0.04% -560 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: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: not loaded; 2025Q3: 873 shares; 2025Q4: 2,630 shares; 2026Q1: 1,265 shares; 2026Q2: 8,022 shares 8,022 $646K 0.04% +6,757 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,755 shares; 2026Q1: 1,825 shares; 2026Q2: 1,745 shares 1,745 $638K 0.04% -80 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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 loaded; 2025Q3: not reported; 2025Q4: 2,018 shares; 2026Q1: 1,897 shares; 2026Q2: 1,923 shares 1,923 $635K 0.04% +26 Timeline DFIP 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 loaded; 2025Q3: not reported; 2025Q4: 16,032 shares; 2026Q1: 16,452 shares; 2026Q2: 15,232 shares 15,232 $628K 0.03% -1,220 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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 loaded; 2025Q3: not reported; 2025Q4: 736 shares; 2026Q1: 742 shares; 2026Q2: 741 shares 741 $615K 0.03% -1 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 39,258 shares; 2026Q1: 42,221 shares; 2026Q2: 43,843 shares 43,843 $605K 0.03% +1,622 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares; 2026Q2: 5,700 shares 5,700 $593K 0.03% 0 Timeline DCOR 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 loaded; 2025Q3: not reported; 2025Q4: 7,419 shares; 2026Q1: 7,419 shares; 2026Q2: 7,175 shares 7,175 $588K 0.03% -244 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 6,506 shares; 2026Q1: 6,870 shares; 2026Q2: 6,873 shares 6,873 $588K 0.03% +3 Timeline SSO PROSHARES TR More: the full row for PROSHARES 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 loaded; 2025Q3: not reported; 2025Q4: 10,126 shares; 2026Q1: 9,440 shares; 2026Q2: 8,709 shares 8,709 $587K 0.03% -731 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares; 2026Q2: 908 shares 908 $580K 0.03% -67 Timeline IGV 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 loaded; 2025Q3: 2,932 shares; 2025Q4: 6,255 shares; 2026Q1: 7,302 shares; 2026Q2: 6,122 shares 6,122 $555K 0.03% -1,180 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,599 shares 1,599 $545K 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 loaded; 2025Q3: not reported; 2025Q4: 299 shares; 2026Q1: 275 shares; 2026Q2: 274 shares 274 $543K 0.03% -1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,335 shares; 2026Q1: 1,409 shares; 2026Q2: 2,002 shares 2,002 $541K 0.03% +593 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 553 shares 553 $534K 0.03% new Timeline IYJ 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 loaded; 2025Q3: not reported; 2025Q4: 1,918 shares; 2026Q1: 1,490 shares; 2026Q2: 3,159 shares 3,159 $526K 0.03% +1,669 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,468 shares; 2025Q2: not loaded; 2025Q3: 4,468 shares; 2025Q4: 4,964 shares; 2026Q1: 4,964 shares; 2026Q2: 4,964 shares 4,964 $523K 0.03% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,918 shares; 2025Q2: not loaded; 2025Q3: 1,918 shares; 2025Q4: 2,442 shares; 2026Q1: 2,445 shares; 2026Q2: 2,448 shares 2,448 $519K 0.03% +3 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,739 shares; 2026Q1: 1,154 shares; 2026Q2: 5,799 shares 5,799 $510K 0.03% +4,645 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,320 shares; 2026Q1: 2,411 shares; 2026Q2: 2,427 shares 2,427 $507K 0.03% +16 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: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,401 shares; 2026Q1: 1,368 shares; 2026Q2: 1,495 shares 1,495 $506K 0.03% +127 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 10,769 shares; 2026Q1: 10,046 shares; 2026Q2: 10,073 shares 10,073 $502K 0.03% +27 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,667 shares; 2026Q1: 3,986 shares; 2026Q2: 4,297 shares 4,297 $501K 0.03% +311 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: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,405 shares; 2026Q1: 1,342 shares; 2026Q2: 1,342 shares 1,342 $494K 0.03% 0 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,239 shares; 2026Q2: 1,249 shares 1,249 $493K 0.03% +10 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,582 shares; 2026Q2: 1,647 shares 1,647 $491K 0.03% +65 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 476 shares; 2025Q4: 516 shares; 2026Q1: 547 shares; 2026Q2: 4,104 shares 4,104 $491K 0.03% +3,557 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,758 shares; 2026Q2: 15,420 shares 15,420 $489K 0.03% +662 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 4,634 shares; 2026Q1: 4,944 shares; 2026Q2: 5,078 shares 5,078 $483K 0.03% +134 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,111 shares; 2026Q1: 1,037 shares; 2026Q2: 978 shares 978 $480K 0.03% -59 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: not loaded; 2025Q3: 848 shares; 2025Q4: 865 shares; 2026Q1: 873 shares; 2026Q2: 956 shares 956 $470K 0.03% +83 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 584 shares; 2026Q2: 546 shares 546 $469K 0.03% -38 Timeline KB KB FINL GROUP INC More: the full row for KB 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,317 shares; 2026Q2: 4,430 shares 4,430 $465K 0.03% +1,113 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,009 shares; 2026Q2: 8,009 shares 8,009 $462K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,147 shares; 2026Q1: 1,220 shares; 2026Q2: 2,373 shares 2,373 $452K 0.03% +1,153 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 4,691 shares; 2026Q1: 5,510 shares; 2026Q2: 7,144 shares 7,144 $452K 0.03% +1,634 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 6,641 shares; 2026Q1: 6,597 shares; 2026Q2: 6,578 shares 6,578 $450K 0.02% -19 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 6,496 shares; 2026Q1: 7,316 shares; 2026Q2: 8,881 shares 8,881 $440K 0.02% +1,565 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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 loaded; 2025Q3: not reported; 2025Q4: 353 shares; 2026Q1: 365 shares; 2026Q2: 384 shares 384 $435K 0.02% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 995 shares 995 $424K 0.02% new Timeline WF WOORI FINL GROUP INC More: the full row for WOORI 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 loaded; 2025Q3: not reported; 2025Q4: 6,202 shares; 2026Q1: 6,356 shares; 2026Q2: 7,379 shares 7,379 $424K 0.02% +1,023 Timeline IYZ 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 loaded; 2025Q3: 10,861 shares; 2025Q4: 10,861 shares; 2026Q1: 10,861 shares; 2026Q2: 9,961 shares 9,961 $421K 0.02% -900 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,463 shares 3,463 $421K 0.02% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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 loaded; 2025Q3: not reported; 2025Q4: 15,685 shares; 2026Q1: 17,127 shares; 2026Q2: 17,783 shares 17,783 $419K 0.02% +656 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 9,172 shares; 2026Q1: not reported; 2026Q2: 9,172 shares 9,172 $417K 0.02% new Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,022 shares; 2024Q4: 7,022 shares; 2025Q1: 7,022 shares; 2025Q2: not loaded; 2025Q3: 7,022 shares; 2025Q4: 7,022 shares; 2026Q1: 7,022 shares; 2026Q2: 7,022 shares 7,022 $417K 0.02% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,512 shares 2,512 $414K 0.02% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 12,809 shares; 2026Q1: 12,887 shares; 2026Q2: 14,162 shares 14,162 $411K 0.02% +1,275 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,495 shares; 2026Q1: 3,758 shares; 2026Q2: 4,346 shares 4,346 $401K 0.02% +588 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,778 shares; 2026Q1: 3,215 shares; 2026Q2: 3,135 shares 3,135 $396K 0.02% -80 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 8,410 shares; 2026Q1: 9,493 shares; 2026Q2: 9,305 shares 9,305 $394K 0.02% -188 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,173 shares; 2026Q1: 3,173 shares; 2026Q2: 3,573 shares 3,573 $394K 0.02% +400 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,428 shares 2,428 $394K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,226 shares 2,226 $392K 0.02% new 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: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,961 shares; 2026Q2: 7,977 shares 7,977 $383K 0.02% +16 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,008 shares; 2026Q2: 3,677 shares 3,677 $382K 0.02% -331 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639 shares; 2026Q2: 728 shares 728 $378K 0.02% +89 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,018 shares; 2026Q1: 1,897 shares; 2026Q2: 1,897 shares 1,897 $375K 0.02% 0 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,434 shares; 2026Q2: 11,369 shares 11,369 $366K 0.02% +935 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 58,039 shares; 2026Q1: 59,146 shares; 2026Q2: 61,884 shares 61,884 $361K 0.02% +2,738 Timeline PEP PEPSICO INC More: the full row for PEPSICO 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,635 shares 2,635 $357K 0.02% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 11,979 shares; 2026Q1: 12,737 shares; 2026Q2: 13,243 shares 13,243 $356K 0.02% +506 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 loaded; 2025Q3: not reported; 2025Q4: 1,587 shares; 2026Q1: 1,971 shares; 2026Q2: 1,956 shares 1,956 $354K 0.02% -15 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,662 shares; 2024Q4: 16,662 shares; 2025Q1: 16,662 shares; 2025Q2: not loaded; 2025Q3: 16,662 shares; 2025Q4: 11,662 shares; 2026Q1: 11,662 shares; 2026Q2: 10,662 shares 10,662 $353K 0.02% -1,000 Timeline ING ING GROEP N.V. More: the full row for ING GROEP 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 loaded; 2025Q3: not reported; 2025Q4: 10,697 shares; 2026Q1: 10,877 shares; 2026Q2: 11,216 shares 11,216 $352K 0.02% +339 Timeline SDY 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 loaded; 2025Q3: not reported; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares; 2026Q2: 2,310 shares 2,310 $352K 0.02% 0 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 22,050 shares; 2026Q1: 27,280 shares; 2026Q2: 23,976 shares 23,976 $347K 0.02% -3,304 Timeline XSW 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,010 shares; 2026Q2: 2,010 shares 2,010 $345K 0.02% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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 loaded; 2025Q3: not reported; 2025Q4: 34,112 shares; 2026Q1: 35,402 shares; 2026Q2: 35,103 shares 35,103 $336K 0.02% -299 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 43,693 shares; 2026Q1: 57,927 shares; 2026Q2: 85,716 shares 85,716 $333K 0.02% +27,789 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 loaded; 2025Q3: not reported; 2025Q4: 1,737 shares; 2026Q1: 1,737 shares; 2026Q2: 1,737 shares 1,737 $331K 0.02% 0 Timeline IWO 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 loaded; 2025Q3: not reported; 2025Q4: 924 shares; 2026Q1: 847 shares; 2026Q2: 838 shares 838 $330K 0.02% -9 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,551 shares; 2026Q1: 3,503 shares; 2026Q2: 3,778 shares 3,778 $328K 0.02% +275 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS 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 loaded; 2025Q3: not reported; 2025Q4: 793 shares; 2026Q1: 819 shares; 2026Q2: 784 shares 784 $326K 0.02% -35 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 loaded; 2025Q3: not reported; 2025Q4: 1,272 shares; 2026Q1: 1,288 shares; 2026Q2: 1,300 shares 1,300 $320K 0.02% +12 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,382 shares; 2026Q2: 1,685 shares 1,685 $319K 0.02% +303 Timeline GEM 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: 6,641 shares; 2024Q4: 6,641 shares; 2025Q1: 6,641 shares; 2025Q2: not loaded; 2025Q3: 6,132 shares; 2025Q4: 6,132 shares; 2026Q1: 6,132 shares; 2026Q2: 6,132 shares 6,132 $319K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,391 shares; 2026Q1: 1,391 shares; 2026Q2: 1,027 shares 1,027 $315K 0.02% -364 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: not loaded; 2025Q3: 430 shares; 2025Q4: 535 shares; 2026Q1: 630 shares; 2026Q2: 769 shares 769 $313K 0.02% +139 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,355 shares; 2026Q2: 6,991 shares 6,991 $309K 0.02% +636 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR 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 loaded; 2025Q3: not reported; 2025Q4: 13,597 shares; 2026Q1: 14,346 shares; 2026Q2: 25,413 shares 25,413 $307K 0.02% +11,067 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,891 shares; 2026Q2: 4,978 shares 4,978 $307K 0.02% +87 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 762 shares 762 $303K 0.02% new Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES 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 loaded; 2025Q3: not reported; 2025Q4: 3,625 shares; 2026Q1: 3,059 shares; 2026Q2: 3,059 shares 3,059 $300K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL 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 loaded; 2025Q3: not reported; 2025Q4: 621 shares; 2026Q1: 646 shares; 2026Q2: 652 shares 652 $299K 0.02% +6 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,923 shares; 2026Q2: 7,330 shares 7,330 $297K 0.02% +407 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,791 shares; 2026Q1: 2,791 shares; 2026Q2: 2,791 shares 2,791 $297K 0.02% 0 Timeline IDU 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 loaded; 2025Q3: 2,923 shares; 2025Q4: 2,587 shares; 2026Q1: 2,549 shares; 2026Q2: 2,587 shares 2,587 $296K 0.02% +38 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,031 shares; 2026Q1: 2,179 shares; 2026Q2: 1,900 shares 1,900 $293K 0.02% -279 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,850 shares; 2026Q1: 3,536 shares; 2026Q2: 3,536 shares 3,536 $291K 0.02% 0 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,550 shares; 2026Q2: 5,631 shares 5,631 $289K 0.02% +2,081 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,058 shares; 2026Q2: 1,062 shares 1,062 $289K 0.02% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 503 shares; 2026Q2: 566 shares 566 $289K 0.02% +63 Timeline SMH VANECK ETF TRUST More: the full row for VANECK 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 439 shares 439 $288K 0.02% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,309 shares; 2026Q2: 1,383 shares 1,383 $286K 0.02% +74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,802 shares; 2026Q1: 1,802 shares; 2026Q2: 1,803 shares 1,803 $285K 0.02% +1 Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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 loaded; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 377 shares; 2026Q2: 375 shares 375 $284K 0.02% -2 Timeline INDA 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,739 shares; 2026Q2: 5,739 shares 5,739 $283K 0.02% 0 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,913 shares; 2026Q2: 1,949 shares 1,949 $282K 0.02% +36 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,316 shares; 2026Q2: 2,445 shares 2,445 $281K 0.02% +129 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 4,234 shares; 2026Q1: 4,234 shares; 2026Q2: 4,234 shares 4,234 $278K 0.02% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 10,325 shares; 2026Q1: 10,714 shares; 2026Q2: 11,065 shares 11,065 $277K 0.02% +351 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC 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 loaded; 2025Q3: not reported; 2025Q4: 508 shares; 2026Q1: 543 shares; 2026Q2: 552 shares 552 $277K 0.02% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,681 shares 1,681 $276K 0.02% new Timeline EVR EVERCORE INC More: the full row for EVERCORE 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 loaded; 2025Q3: not reported; 2025Q4: 823 shares; 2026Q1: 770 shares; 2026Q2: 808 shares 808 $276K 0.02% +38 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 348 shares; 2026Q2: 346 shares 346 $275K 0.02% -2 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE 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 loaded; 2025Q3: not reported; 2025Q4: 1,130 shares; 2026Q1: 1,357 shares; 2026Q2: 1,252 shares 1,252 $274K 0.02% -105 Timeline CPNG COUPANG INC More: the full row for COUPANG 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,737 shares 15,737 $273K 0.02% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 439 shares 439 $271K 0.02% new Timeline DFSB 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: 4,661 shares; 2025Q2: not loaded; 2025Q3: 4,661 shares; 2025Q4: 4,859 shares; 2026Q1: 5,157 shares; 2026Q2: 5,181 shares 5,181 $270K 0.01% +24 Timeline AME AMETEK INC More: the full row for AMETEK 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,093 shares; 2026Q2: 1,107 shares 1,107 $268K 0.01% +14 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,504 shares 1,504 $264K 0.01% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,193 shares; 2026Q2: 3,193 shares 3,193 $263K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 10,758 shares; 2026Q1: 10,758 shares; 2026Q2: 10,758 shares 10,758 $261K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,859 shares 1,859 $260K 0.01% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 7,037 shares; 2026Q1: not reported; 2026Q2: 7,707 shares 7,707 $260K 0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 961 shares; 2026Q2: 966 shares 966 $259K 0.01% +5 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,302 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,302 shares; 2025Q4: 3,511 shares; 2026Q1: 3,511 shares; 2026Q2: 3,125 shares 3,125 $257K 0.01% -386 Timeline IJJ 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,145 shares; 2026Q2: 1,741 shares 1,741 $257K 0.01% -404 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,238 shares; 2025Q2: not loaded; 2025Q3: 7,238 shares; 2025Q4: 12,057 shares; 2026Q1: 20,972 shares; 2026Q2: 12,364 shares 12,364 $256K 0.01% -8,608 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,455 shares 2,455 $254K 0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY 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 loaded; 2025Q3: not reported; 2025Q4: 2,748 shares; 2026Q1: not reported; 2026Q2: 2,129 shares 2,129 $254K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE 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 loaded; 2025Q3: not reported; 2025Q4: 1,802 shares; 2026Q1: 1,879 shares; 2026Q2: 1,869 shares 1,869 $252K 0.01% -10 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,740 shares 9,740 $251K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 10,316 shares; 2026Q1: 10,316 shares; 2026Q2: 10,316 shares 10,316 $250K 0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 655 shares 655 $249K 0.01% new Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,339 shares; 2026Q1: 3,339 shares; 2026Q2: 3,339 shares 3,339 $248K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,138 shares; 2026Q2: 1,154 shares 1,154 $246K 0.01% +16 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,946 shares 2,946 $245K 0.01% new 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,970 shares; 2026Q2: 2,369 shares 2,369 $242K 0.01% -601 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 90,099 shares; 2026Q1: 114,392 shares; 2026Q2: 107,284 shares 107,284 $241K 0.01% -7,108 Timeline NOK NOKIA CORP More: the full row for NOKIA 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 loaded; 2025Q3: not reported; 2025Q4: 15,871 shares; 2026Q1: 16,980 shares; 2026Q2: 17,826 shares 17,826 $237K 0.01% +846 Timeline ATI ATI INC More: the full row for ATI 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,172 shares 1,172 $231K 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 862 shares; 2026Q1: 820 shares; 2026Q2: 927 shares 927 $230K 0.01% +107 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,939 shares 1,939 $228K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,196 shares 5,196 $224K 0.01% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 399 shares; 2026Q2: 411 shares 411 $223K 0.01% +12 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,433 shares; 2026Q2: 1,433 shares 1,433 $222K 0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,309 shares 1,309 $222K 0.01% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 732 shares 732 $220K 0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 995 shares; 2026Q2: 987 shares 987 $218K 0.01% -8 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 659 shares 659 $218K 0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 302 shares 302 $217K 0.01% new Timeline MKSI MKS INC. More: the full row for MKS 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 483 shares 483 $215K 0.01% new Timeline IUSG 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,142 shares 1,142 $215K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,928 shares 5,928 $214K 0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $211K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,582 shares 1,582 $210K 0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,399 shares 2,399 $209K 0.01% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,383 shares; 2026Q1: 2,330 shares; 2026Q2: 2,158 shares 2,158 $207K 0.01% -172 Timeline PPL PPL CORP More: the full row for PPL 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,797 shares; 2026Q2: 5,668 shares 5,668 $206K 0.01% -1,129 Timeline XPO XPO INC More: the full row for XPO 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,001 shares 1,001 $205K 0.01% new Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,272 shares 7,272 $205K 0.01% new Timeline IYC 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,994 shares 1,994 $202K 0.01% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 18,249 shares; 2026Q1: 11,587 shares; 2026Q2: 14,862 shares 14,862 $156K 0.01% +3,275 Timeline ELPC COMPANHIA PARANAENSE DE ENER More: the full row for COMPANHIA PARANAENSE DE ENER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 13,506 shares; 2026Q1: 13,052 shares; 2026Q2: 13,148 shares 13,148 $153K 0.01% +96 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA 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 loaded; 2025Q3: not reported; 2025Q4: 14,839 shares; 2026Q1: 15,721 shares; 2026Q2: 16,412 shares 16,412 $144K 0.01% +691 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,748 shares; 2026Q2: 14,121 shares 14,121 $132K 0.01% +2,373 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 19,345 shares; 2026Q1: 22,501 shares; 2026Q2: 23,935 shares 23,935 $108K 0.01% +1,434 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,900 shares; 2024Q4: 11,900 shares; 2025Q1: 11,900 shares; 2025Q2: not loaded; 2025Q3: 11,900 shares; 2025Q4: 21,852 shares; 2026Q1: 21,852 shares; 2026Q2: 21,852 shares 21,852 $105K 0.01% 0 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 13,589 shares; 2026Q1: 13,589 shares; 2026Q2: 13,589 shares 13,589 $103K 0.01% 0 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL 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 loaded; 2025Q3: not reported; 2025Q4: 11,431 shares; 2026Q1: 11,488 shares; 2026Q2: 11,488 shares 11,488 $97.8K 0.01% 0 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 11,537 shares; 2026Q1: 13,364 shares; 2026Q2: 14,435 shares 14,435 $84.9K <0.01% +1,071 Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 15,548 shares; 2026Q1: 15,284 shares; 2026Q2: 15,458 shares 15,458 $77.6K <0.01% +174 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,871 shares 12,871 $74.4K <0.01% new Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 12,343 shares; 2026Q1: 14,136 shares; 2026Q2: 14,496 shares 14,496 $72.2K <0.01% +360 Timeline FF FUTUREFUEL CORP More: the full row for FUTUREFUEL 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,529 shares; 2026Q2: 15,074 shares 15,074 $68.1K <0.01% +545 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST 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 loaded; 2025Q3: not reported; 2025Q4: 11,590 shares; 2026Q1: 11,922 shares; 2026Q2: 11,667 shares 11,667 $53.9K <0.01% -255 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 10,906 shares; 2026Q1: not reported; 2026Q2: 11,516 shares 11,516 $46.5K <0.01% new Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 14,832 shares; 2026Q1: 14,828 shares; 2026Q2: 15,113 shares 15,113 $31.7K <0.01% +285 Timeline MGP INGREDIENTS INC NEW MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,000 shares 18,000 $17.5K <0.01% new REDFIN CORP REDFIN CORP More: the full row for REDFIN 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,000 shares 14,000 $13.5K <0.01% new SNAP INC SNAP INC More: the full row for SNAP 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,000 shares 14,000 $13.3K <0.01% new SAREPTA THERAPEUTICS INC SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,000 shares 14,000 $13.3K <0.01% new BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,000 shares 13,000 $13.1K <0.01% new PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,000 shares 13,000 $12.9K <0.01% new FSP FRANKLIN STR PPTYS CORP More: the full row for FRANKLIN STR PPTYS 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 loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,634 shares; 2026Q2: 11,634 shares 11,634 $5.99K <0.01% 0 Timeline