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: 214,775 shares; 2024Q4: 207,558 shares; 2025Q1: 206,240 shares; 2025Q2: 187,665 shares; 2025Q3: 186,683 shares; 2025Q4: 186,480 shares; 2026Q1: 184,267 shares; 2026Q2: 182,764 shares 182,764 $67.6M 24.36% -1,503 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: 67,947 shares; 2024Q4: 64,295 shares; 2025Q1: 60,789 shares; 2025Q2: 59,349 shares; 2025Q3: 59,366 shares; 2025Q4: 59,094 shares; 2026Q1: 59,612 shares; 2026Q2: 59,647 shares 59,647 $44.5M 16.04% +35 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: 89,191 shares; 2024Q4: 89,887 shares; 2025Q1: 87,614 shares; 2025Q2: 86,213 shares; 2025Q3: 83,947 shares; 2025Q4: 82,731 shares; 2026Q1: 82,606 shares; 2026Q2: 81,004 shares 81,004 $19.2M 6.9% -1,602 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: 41,396 shares; 2024Q4: 41,921 shares; 2025Q1: 41,981 shares; 2025Q2: 41,081 shares; 2025Q3: 39,020 shares; 2025Q4: 38,315 shares; 2026Q1: 38,175 shares; 2026Q2: 37,867 shares 37,867 $16.1M 5.82% -308 Timeline AOR 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: 13,848 shares; 2025Q3: 96,731 shares; 2025Q4: 100,435 shares; 2026Q1: 67,655 shares; 2026Q2: 121,374 shares 121,374 $8.44M 3.04% +53,719 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,071 shares; 2024Q4: 11,634 shares; 2025Q1: 11,759 shares; 2025Q2: 11,336 shares; 2025Q3: 11,372 shares; 2025Q4: 11,127 shares; 2026Q1: 11,128 shares; 2026Q2: 11,128 shares 11,128 $7.83M 2.82% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,486 shares; 2024Q4: 117,964 shares; 2025Q1: 114,533 shares; 2025Q2: 106,232 shares; 2025Q3: 103,873 shares; 2025Q4: 104,013 shares; 2026Q1: 105,039 shares; 2026Q2: 100,393 shares 100,393 $7.7M 2.77% -4,646 Timeline BIL 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: 307,011 shares; 2024Q4: 334,535 shares; 2025Q1: 322,416 shares; 2025Q2: 286,531 shares; 2025Q3: 145,614 shares; 2025Q4: 109,520 shares; 2026Q1: 80,738 shares; 2026Q2: 61,447 shares 61,447 $5.63M 2.03% -19,291 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: 5,254 shares; 2024Q4: 8,347 shares; 2025Q1: 9,081 shares; 2025Q2: 8,191 shares; 2025Q3: 8,191 shares; 2025Q4: 8,146 shares; 2026Q1: 8,144 shares; 2026Q2: 8,114 shares 8,114 $5.57M 2.01% -30 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: 12,551 shares; 2025Q2: 121,941 shares; 2025Q3: 88,000 shares; 2025Q4: 79,600 shares; 2026Q1: 75,505 shares; 2026Q2: 72,296 shares 72,296 $5.47M 1.97% -3,209 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: 33,598 shares; 2024Q4: 32,474 shares; 2025Q1: 33,330 shares; 2025Q2: 31,733 shares; 2025Q3: 30,993 shares; 2025Q4: 30,870 shares; 2026Q1: 30,927 shares; 2026Q2: 30,821 shares 30,821 $4.87M 1.75% -106 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,156 shares; 2025Q4: 36,181 shares; 2026Q1: 28,659 shares; 2026Q2: 49,732 shares 49,732 $4.85M 1.75% +21,073 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: 7,742 shares; 2024Q4: 7,944 shares; 2025Q1: 7,908 shares; 2025Q2: 7,738 shares; 2025Q3: 7,681 shares; 2025Q4: 7,549 shares; 2026Q1: 7,619 shares; 2026Q2: 44,895 shares 44,895 $3.87M 1.39% +37,276 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: 2,755 shares; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 3,101 shares; 2025Q3: 3,074 shares; 2025Q4: 3,014 shares; 2026Q1: 3,014 shares; 2026Q2: 23,883 shares 23,883 $2.85M 1.03% +20,869 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: 11,310 shares; 2024Q4: 11,659 shares; 2025Q1: 11,794 shares; 2025Q2: 11,003 shares; 2025Q3: 11,185 shares; 2025Q4: 11,142 shares; 2026Q1: 11,357 shares; 2026Q2: 11,353 shares 11,353 $2.47M 0.89% -4 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,871 shares; 2024Q4: 13,981 shares; 2025Q1: 13,387 shares; 2025Q2: 13,134 shares; 2025Q3: 13,497 shares; 2025Q4: 13,867 shares; 2026Q1: 14,104 shares; 2026Q2: 14,314 shares 14,314 $2.07M 0.74% +210 Timeline AIRR 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: 10,371 shares; 2024Q4: 10,724 shares; 2025Q1: 10,652 shares; 2025Q2: 11,247 shares; 2025Q3: 11,704 shares; 2025Q4: 13,083 shares; 2026Q1: 14,218 shares; 2026Q2: 14,396 shares 14,396 $1.92M 0.69% +178 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 3,617 shares; 2026Q1: 3,930 shares; 2026Q2: 4,128 shares 4,128 $1.74M 0.63% +198 Timeline ARKG ARK ETF TR More: the full row for ARK 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 reported; 2025Q3: 34,629 shares; 2025Q4: 35,589 shares; 2026Q1: 42,965 shares; 2026Q2: 39,821 shares 39,821 $1.67M 0.6% -3,144 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,837 shares; 2024Q4: 72,300 shares; 2025Q1: 83,299 shares; 2025Q2: 84,539 shares; 2025Q3: 84,163 shares; 2025Q4: 85,684 shares; 2026Q1: 84,417 shares; 2026Q2: 84,509 shares 84,509 $1.66M 0.6% +92 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: 20,298 shares; 2024Q4: 20,298 shares; 2025Q1: 20,298 shares; 2025Q2: 20,298 shares; 2025Q3: 20,298 shares; 2025Q4: 20,298 shares; 2026Q1: 20,298 shares; 2026Q2: 20,298 shares 20,298 $1.65M 0.59% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,520 shares; 2024Q4: 6,520 shares; 2025Q1: 6,520 shares; 2025Q2: 6,423 shares; 2025Q3: 6,423 shares; 2025Q4: 6,423 shares; 2026Q1: 6,423 shares; 2026Q2: 6,423 shares 6,423 $1.53M 0.55% 0 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: 30,262 shares; 2024Q4: 31,388 shares; 2025Q1: 30,257 shares; 2025Q2: 30,216 shares; 2025Q3: 30,409 shares; 2025Q4: 28,793 shares; 2026Q1: 29,716 shares; 2026Q2: 30,016 shares 30,016 $1.51M 0.54% +300 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: 10,741 shares; 2024Q4: 12,101 shares; 2025Q1: 13,275 shares; 2025Q2: 17,074 shares; 2025Q3: 16,649 shares; 2025Q4: 16,445 shares; 2026Q1: 14,627 shares; 2026Q2: 14,861 shares 14,861 $1.43M 0.52% +234 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: 30,529 shares; 2024Q4: 19,945 shares; 2025Q1: 21,791 shares; 2025Q2: 26,851 shares; 2025Q3: 26,851 shares; 2025Q4: 28,686 shares; 2026Q1: 28,186 shares; 2026Q2: 28,186 shares 28,186 $1.43M 0.51% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,088 shares; 2024Q4: 10,775 shares; 2025Q1: 10,775 shares; 2025Q2: 17,937 shares; 2025Q3: 22,418 shares; 2025Q4: 21,597 shares; 2026Q1: 21,360 shares; 2026Q2: 19,844 shares 19,844 $1.41M 0.51% -1,516 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,627 shares; 2025Q4: 2,487 shares; 2026Q1: 3,064 shares; 2026Q2: 2,778 shares 2,778 $1.39M 0.5% -286 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: 9,926 shares; 2024Q4: 10,429 shares; 2025Q1: 10,254 shares; 2025Q2: 9,521 shares; 2025Q3: 10,642 shares; 2025Q4: 11,165 shares; 2026Q1: 13,551 shares; 2026Q2: 13,429 shares 13,429 $1.37M 0.49% -122 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: 4,639 shares; 2024Q4: 4,624 shares; 2025Q1: 4,568 shares; 2025Q2: 4,561 shares; 2025Q3: 4,561 shares; 2025Q4: 4,466 shares; 2026Q1: 3,655 shares; 2026Q2: 3,662 shares 3,662 $1.37M 0.49% +7 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,578 shares; 2024Q4: 51,386 shares; 2025Q1: 56,489 shares; 2025Q2: 58,922 shares; 2025Q3: 60,334 shares; 2025Q4: 63,713 shares; 2026Q1: 62,426 shares; 2026Q2: 62,426 shares 62,426 $1.27M 0.46% 0 Timeline VIS 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: 2,651 shares; 2024Q4: 3,089 shares; 2025Q1: 2,997 shares; 2025Q2: 3,623 shares; 2025Q3: 3,643 shares; 2025Q4: 3,643 shares; 2026Q1: 3,513 shares; 2026Q2: 3,458 shares 3,458 $1.25M 0.45% -55 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,509 shares; 2024Q4: 36,627 shares; 2025Q1: 35,277 shares; 2025Q2: 33,385 shares; 2025Q3: 32,724 shares; 2025Q4: 30,837 shares; 2026Q1: 31,317 shares; 2026Q2: 25,957 shares 25,957 $1.23M 0.44% -5,360 Timeline AOM 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: 5,890 shares; 2025Q3: 125,743 shares; 2025Q4: 78,751 shares; 2026Q1: 32,696 shares; 2026Q2: 23,569 shares 23,569 $1.18M 0.42% -9,127 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,140 shares; 2024Q4: 68,302 shares; 2025Q1: 63,938 shares; 2025Q2: 61,886 shares; 2025Q3: 61,987 shares; 2025Q4: 61,301 shares; 2026Q1: 61,141 shares; 2026Q2: 58,886 shares 58,886 $1.15M 0.41% -2,255 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: 4,029 shares; 2024Q4: 4,029 shares; 2025Q1: 4,052 shares; 2025Q2: 6,278 shares; 2025Q3: 8,540 shares; 2025Q4: 8,176 shares; 2026Q1: 8,164 shares; 2026Q2: 10,471 shares 10,471 $1.04M 0.37% +2,307 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,778 shares; 2024Q4: 13,018 shares; 2025Q1: 12,998 shares; 2025Q2: 12,826 shares; 2025Q3: 12,379 shares; 2025Q4: 12,256 shares; 2026Q1: 11,930 shares; 2026Q2: 10,942 shares 10,942 $1.03M 0.37% -988 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: 10,108 shares; 2024Q4: 10,191 shares; 2025Q1: 10,166 shares; 2025Q2: 12,557 shares; 2025Q3: 12,397 shares; 2025Q4: 12,397 shares; 2026Q1: 12,397 shares; 2026Q2: 12,423 shares 12,423 $1.02M 0.37% +26 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: 3,323 shares; 2024Q4: 3,169 shares; 2025Q1: 3,169 shares; 2025Q2: 2,953 shares; 2025Q3: 2,946 shares; 2025Q4: 5,883 shares; 2026Q1: 5,328 shares; 2026Q2: 5,328 shares 5,328 $1.02M 0.37% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,008 shares; 2024Q4: 32,916 shares; 2025Q1: 43,342 shares; 2025Q2: 46,305 shares; 2025Q3: 47,342 shares; 2025Q4: 50,882 shares; 2026Q1: 55,155 shares; 2026Q2: 53,824 shares 53,824 $1000K 0.36% -1,331 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: not reported; 2024Q4: not reported; 2025Q1: 8,687 shares; 2025Q2: 17,370 shares; 2025Q3: 16,616 shares; 2025Q4: 16,133 shares; 2026Q1: 16,133 shares; 2026Q2: 16,133 shares 16,133 $952K 0.34% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: 1,869 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,869 shares; 2025Q4: 1,869 shares; 2026Q1: 1,869 shares; 2026Q2: 7,476 shares 7,476 $928K 0.33% +5,607 Timeline VOX 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: 4,084 shares; 2024Q4: 5,127 shares; 2025Q1: 4,952 shares; 2025Q2: 4,745 shares; 2025Q3: 4,791 shares; 2025Q4: 4,950 shares; 2026Q1: 4,924 shares; 2026Q2: 4,849 shares 4,849 $892K 0.32% -75 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,872 shares; 2024Q4: 20,203 shares; 2025Q1: 40,907 shares; 2025Q2: 44,186 shares; 2025Q3: 46,847 shares; 2025Q4: 49,852 shares; 2026Q1: 54,808 shares; 2026Q2: 53,509 shares 53,509 $891K 0.32% -1,299 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: 955 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 949 shares; 2026Q1: 2,303 shares; 2026Q2: 2,290 shares 2,290 $808K 0.29% -13 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,474 shares; 2024Q4: 5,911 shares; 2025Q1: 6,592 shares; 2025Q2: 7,076 shares; 2025Q3: 6,662 shares; 2025Q4: 6,633 shares; 2026Q1: 6,633 shares; 2026Q2: 6,073 shares 6,073 $792K 0.29% -560 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: 14,647 shares; 2024Q4: 15,508 shares; 2025Q1: 15,475 shares; 2025Q2: 14,829 shares; 2025Q3: 16,405 shares; 2025Q4: 18,759 shares; 2026Q1: 19,660 shares; 2026Q2: 19,858 shares 19,858 $770K 0.28% +198 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,207 shares; 2024Q4: 17,989 shares; 2025Q1: 18,101 shares; 2025Q2: 18,394 shares; 2025Q3: 18,447 shares; 2025Q4: 18,470 shares; 2026Q1: 18,530 shares; 2026Q2: 17,850 shares 17,850 $762K 0.27% -680 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,712 shares 1,712 $749K 0.27% new 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.27% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,870 shares; 2024Q4: 10,547 shares; 2025Q1: 10,399 shares; 2025Q2: 8,331 shares; 2025Q3: 9,090 shares; 2025Q4: 9,150 shares; 2026Q1: 9,150 shares; 2026Q2: 9,150 shares 9,150 $740K 0.27% 0 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: 13,604 shares; 2024Q4: 13,497 shares; 2025Q1: 13,497 shares; 2025Q2: 13,088 shares; 2025Q3: 13,088 shares; 2025Q4: 13,088 shares; 2026Q1: 12,817 shares; 2026Q2: 12,817 shares 12,817 $730K 0.26% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,155 shares; 2026Q1: 7,807 shares; 2026Q2: 7,782 shares 7,782 $724K 0.26% -25 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 reported; 2025Q3: 4,860 shares; 2025Q4: 6,273 shares; 2026Q1: 5,949 shares; 2026Q2: 5,960 shares 5,960 $695K 0.25% +11 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,102 shares; 2025Q1: 24,246 shares; 2025Q2: 27,255 shares; 2025Q3: 29,859 shares; 2025Q4: 32,038 shares; 2026Q1: 34,811 shares; 2026Q2: 41,184 shares 41,184 $675K 0.24% +6,373 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,871 shares; 2024Q4: 11,871 shares; 2025Q1: 11,871 shares; 2025Q2: 11,871 shares; 2025Q3: 11,871 shares; 2025Q4: 11,871 shares; 2026Q1: 11,871 shares; 2026Q2: 11,871 shares 11,871 $671K 0.24% 0 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: 3,604 shares; 2024Q4: 3,604 shares; 2025Q1: 3,604 shares; 2025Q2: 3,604 shares; 2025Q3: 3,604 shares; 2025Q4: 3,604 shares; 2026Q1: 3,604 shares; 2026Q2: 2,724 shares 2,724 $660K 0.24% -880 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: 11,090 shares; 2024Q4: 11,090 shares; 2025Q1: 10,983 shares; 2025Q2: 10,928 shares; 2025Q3: 11,498 shares; 2025Q4: 11,887 shares; 2026Q1: 12,177 shares; 2026Q2: 12,177 shares 12,177 $658K 0.24% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,191 shares; 2026Q1: 10,009 shares; 2026Q2: 9,335 shares 9,335 $637K 0.23% -674 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares; 2026Q2: 1,019 shares 1,019 $636K 0.23% +34 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: 16,447 shares; 2024Q4: 16,194 shares; 2025Q1: 16,194 shares; 2025Q2: 16,040 shares; 2025Q3: 16,040 shares; 2025Q4: 16,040 shares; 2026Q1: 15,534 shares; 2026Q2: 15,534 shares 15,534 $623K 0.22% 0 Timeline HPP HUDSON PACIFIC PROPERTIES IN More: the full row for HUDSON PACIFIC PROPERTIES 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,035 shares 39,035 $593K 0.21% new Timeline VFH 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: 3,455 shares; 2024Q4: 4,530 shares; 2025Q1: 4,733 shares; 2025Q2: 4,561 shares; 2025Q3: 4,561 shares; 2025Q4: 4,561 shares; 2026Q1: 4,581 shares; 2026Q2: 4,438 shares 4,438 $584K 0.21% -143 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,647 shares; 2024Q4: 47,947 shares; 2025Q1: 56,206 shares; 2025Q2: 46,491 shares; 2025Q3: 44,663 shares; 2025Q4: 21,522 shares; 2026Q1: 20,234 shares; 2026Q2: 20,481 shares 20,481 $572K 0.21% +247 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,021 shares; 2024Q4: 5,231 shares; 2025Q1: 5,233 shares; 2025Q2: 5,228 shares; 2025Q3: 5,186 shares; 2025Q4: 5,186 shares; 2026Q1: 5,163 shares; 2026Q2: 4,985 shares 4,985 $569K 0.2% -178 Timeline GNR 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: 6,922 shares; 2024Q4: 7,028 shares; 2025Q1: 7,028 shares; 2025Q2: 5,908 shares; 2025Q3: 6,033 shares; 2025Q4: 5,889 shares; 2026Q1: 8,182 shares; 2026Q2: 8,182 shares 8,182 $551K 0.2% 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: 2,283 shares; 2024Q4: 2,246 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares; 2026Q1: 2,123 shares; 2026Q2: 2,123 shares 2,123 $523K 0.19% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 555 shares; 2026Q2: 558 shares 558 $522K 0.19% +3 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,843 shares; 2025Q2: 18,649 shares; 2025Q3: 21,256 shares; 2025Q4: 23,121 shares; 2026Q1: 24,353 shares; 2026Q2: 24,353 shares 24,353 $499K 0.18% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,909 shares; 2024Q4: 4,921 shares; 2025Q1: 4,482 shares; 2025Q2: 4,605 shares; 2025Q3: 4,593 shares; 2025Q4: 9,827 shares; 2026Q1: 9,510 shares; 2026Q2: 9,377 shares 9,377 $498K 0.18% -133 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: 4,583 shares; 2024Q4: 5,627 shares; 2025Q1: 5,627 shares; 2025Q2: 5,211 shares; 2025Q3: 5,527 shares; 2025Q4: 5,587 shares; 2026Q1: 5,807 shares; 2026Q2: 5,902 shares 5,902 $486K 0.18% +95 Timeline MCFT MASTERCRAFT BOAT HLDGS INC More: the full row for MASTERCRAFT BOAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,127 shares 18,127 $468K 0.17% new 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,246 shares; 2026Q2: 1,320 shares 1,320 $466K 0.17% +74 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,857 shares; 2024Q4: 3,671 shares; 2025Q1: 5,636 shares; 2025Q2: 4,882 shares; 2025Q3: 4,912 shares; 2025Q4: 4,929 shares; 2026Q1: 5,389 shares; 2026Q2: 5,451 shares 5,451 $457K 0.16% +62 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,660 shares; 2024Q4: 10,660 shares; 2025Q1: 10,660 shares; 2025Q2: 9,810 shares; 2025Q3: 9,810 shares; 2025Q4: 9,890 shares; 2026Q1: 10,114 shares; 2026Q2: 10,114 shares 10,114 $449K 0.16% 0 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: 3,432 shares; 2024Q4: 3,432 shares; 2025Q1: 5,525 shares; 2025Q2: 5,575 shares; 2025Q3: 5,525 shares; 2025Q4: 5,525 shares; 2026Q1: 5,525 shares; 2026Q2: 4,447 shares 4,447 $448K 0.16% -1,078 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: 10,462 shares; 2024Q4: 10,462 shares; 2025Q1: 10,462 shares; 2025Q2: 10,432 shares; 2025Q3: 10,432 shares; 2025Q4: 10,432 shares; 2026Q1: 10,432 shares; 2026Q2: 10,632 shares 10,632 $444K 0.16% +200 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,580 shares; 2024Q4: 5,580 shares; 2025Q1: 5,580 shares; 2025Q2: 5,580 shares; 2025Q3: 5,580 shares; 2025Q4: 5,580 shares; 2026Q1: 5,580 shares; 2026Q2: 5,580 shares 5,580 $441K 0.16% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,350 shares; 2024Q4: 3,199 shares; 2025Q1: 3,199 shares; 2025Q2: 3,199 shares; 2025Q3: 3,199 shares; 2025Q4: 3,199 shares; 2026Q1: 3,199 shares; 2026Q2: 15,995 shares 15,995 $438K 0.16% +12,796 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,428 shares 19,428 $434K 0.16% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,734 shares; 2025Q4: 1,983 shares; 2026Q1: 2,348 shares; 2026Q2: 2,336 shares 2,336 $433K 0.16% -12 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: 7,116 shares; 2024Q4: not reported; 2025Q1: 6,589 shares; 2025Q2: 7,100 shares; 2025Q3: 8,110 shares; 2025Q4: 8,892 shares; 2026Q1: 10,141 shares; 2026Q2: 9,654 shares 9,654 $398K 0.14% -487 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,528 shares 5,528 $395K 0.14% new 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: 1,146 shares; 2024Q4: 1,146 shares; 2025Q1: 1,146 shares; 2025Q2: 1,212 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares; 2026Q2: 1,355 shares 1,355 $392K 0.14% +160 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: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,164 shares; 2026Q1: 1,195 shares; 2026Q2: 1,195 shares 1,195 $391K 0.14% 0 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: 6,267 shares; 2024Q4: 5,967 shares; 2025Q1: 5,367 shares; 2025Q2: 5,257 shares; 2025Q3: 5,604 shares; 2025Q4: 5,595 shares; 2026Q1: 5,595 shares; 2026Q2: 5,595 shares 5,595 $391K 0.14% 0 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,742 shares; 2025Q1: 14,392 shares; 2025Q2: 14,551 shares; 2025Q3: 14,539 shares; 2025Q4: 14,021 shares; 2026Q1: 14,715 shares; 2026Q2: 15,334 shares 15,334 $386K 0.14% +619 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,673 shares; 2024Q4: 1,673 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares; 2026Q2: 1,680 shares 1,680 $368K 0.13% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $348K 0.13% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,645 shares; 2026Q2: 1,928 shares 1,928 $335K 0.12% +283 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,406 shares; 2026Q1: 11,455 shares; 2026Q2: 14,085 shares 14,085 $326K 0.12% +2,630 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: 4,074 shares; 2024Q4: 4,074 shares; 2025Q1: 4,074 shares; 2025Q2: 4,034 shares; 2025Q3: 4,034 shares; 2025Q4: 4,013 shares; 2026Q1: 4,013 shares; 2026Q2: 4,013 shares 4,013 $313K 0.11% 0 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: 849 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 849 shares; 2026Q1: 843 shares; 2026Q2: 843 shares 843 $311K 0.11% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,854 shares; 2024Q4: 3,422 shares; 2025Q1: 3,667 shares; 2025Q2: 3,954 shares; 2025Q3: 3,954 shares; 2025Q4: 3,751 shares; 2026Q1: 3,751 shares; 2026Q2: 3,740 shares 3,740 $309K 0.11% -11 Timeline VDE 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: 2,116 shares; 2024Q4: 2,186 shares; 2025Q1: 2,477 shares; 2025Q2: 2,561 shares; 2025Q3: 2,561 shares; 2025Q4: 2,561 shares; 2026Q1: 2,055 shares; 2026Q2: 2,052 shares 2,052 $308K 0.11% -3 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,710 shares 2,710 $307K 0.11% +160 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: 4,282 shares; 2024Q4: 4,282 shares; 2025Q1: 3,632 shares; 2025Q2: 3,632 shares; 2025Q3: 3,632 shares; 2025Q4: 3,632 shares; 2026Q1: 3,632 shares; 2026Q2: 3,632 shares 3,632 $287K 0.1% 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: not reported; 2024Q4: not reported; 2025Q1: 3,334 shares; 2025Q2: 3,418 shares; 2025Q3: 3,418 shares; 2025Q4: 3,418 shares; 2026Q1: 3,418 shares; 2026Q2: 3,418 shares 3,418 $281K 0.1% 0 Timeline DFIS 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: 7,275 shares; 2025Q3: 7,275 shares; 2025Q4: 7,425 shares; 2026Q1: 7,955 shares; 2026Q2: 7,955 shares 7,955 $279K 0.1% 0 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares; 2026Q1: 2,780 shares; 2026Q2: 2,780 shares 2,780 $278K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,765 shares; 2026Q2: 6,590 shares 6,590 $268K 0.1% -1,175 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 reported; 2025Q3: not reported; 2025Q4: 11,069 shares; 2026Q1: 10,498 shares; 2026Q2: 10,940 shares 10,940 $265K 0.1% +442 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,540 shares; 2025Q1: 5,632 shares; 2025Q2: 5,666 shares; 2025Q3: 5,844 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,628 shares 6,628 $260K 0.09% new Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,267 shares; 2025Q3: 5,267 shares; 2025Q4: 5,267 shares; 2026Q1: 5,267 shares; 2026Q2: 5,267 shares 5,267 $255K 0.09% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,008 shares; 2026Q2: 10,602 shares 10,602 $251K 0.09% +594 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,976 shares; 2024Q4: 13,976 shares; 2025Q1: 13,976 shares; 2025Q2: 13,976 shares; 2025Q3: 13,976 shares; 2025Q4: 13,976 shares; 2026Q1: 13,976 shares; 2026Q2: 13,976 shares 13,976 $250K 0.09% 0 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: 6,926 shares; 2024Q4: 6,901 shares; 2025Q1: 5,070 shares; 2025Q2: 5,070 shares; 2025Q3: 4,998 shares; 2025Q4: 4,998 shares; 2026Q1: 4,998 shares; 2026Q2: 4,998 shares 4,998 $249K 0.09% 0 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,059 shares; 2024Q4: 7,059 shares; 2025Q1: not reported; 2025Q2: 7,059 shares; 2025Q3: 7,059 shares; 2025Q4: 7,059 shares; 2026Q1: 7,059 shares; 2026Q2: 7,059 shares 7,059 $248K 0.09% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,569 shares; 2026Q1: 10,471 shares; 2026Q2: 10,953 shares 10,953 $242K 0.09% +482 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,306 shares; 2026Q1: 10,053 shares; 2026Q2: 10,522 shares 10,522 $241K 0.09% +469 Timeline VAW 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,002 shares; 2026Q2: 1,044 shares 1,044 $239K 0.09% +42 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,905 shares; 2026Q1: 10,647 shares; 2026Q2: 11,155 shares 11,155 $232K 0.08% +508 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,832 shares; 2026Q2: 4,124 shares 4,124 $232K 0.08% +292 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,419 shares; 2026Q1: 11,145 shares; 2026Q2: 11,686 shares 11,686 $228K 0.08% +541 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,665 shares 5,665 $228K 0.08% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,436 shares 2,436 $227K 0.08% new 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: 1,678 shares; 2024Q4: 1,678 shares; 2025Q1: 1,678 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares; 2026Q1: 1,678 shares; 2026Q2: 1,678 shares 1,678 $227K 0.08% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,563 shares 2,563 $212K 0.08% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,917 shares; 2026Q2: 1,917 shares 1,917 $205K 0.07% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 702 shares 702 $205K 0.07% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $203K 0.07% new 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,951 shares 1,951 $203K 0.07% new Timeline DWSH ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,014 shares; 2025Q2: 32,910 shares; 2025Q3: 21,417 shares; 2025Q4: 14,443 shares; 2026Q1: 12,199 shares; 2026Q2: 11,499 shares 11,499 $72.1K 0.03% -700 Timeline