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: 1,768,953 shares; 2024Q4: 1,776,952 shares; 2025Q1: 1,916,425 shares; 2025Q2: 1,981,414 shares; 2025Q3: 2,027,258 shares; 2025Q4: 4,365,195 shares; 2026Q1: 2,299,117 shares; 2026Q2: 2,367,747 shares 2,367,747 $105M 25.59% +68,630 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: 541,238 shares; 2024Q4: 674,670 shares; 2025Q1: 859,197 shares; 2025Q2: 971,570 shares; 2025Q3: 1,043,450 shares; 2025Q4: 2,499,134 shares; 2026Q1: 1,341,057 shares; 2026Q2: 1,417,906 shares 1,417,906 $52.8M 12.87% +76,849 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: 232,452 shares; 2024Q4: 247,683 shares; 2025Q1: 270,781 shares; 2025Q2: 289,898 shares; 2025Q3: 304,219 shares; 2025Q4: 712,009 shares; 2026Q1: 373,958 shares; 2026Q2: 384,676 shares 384,676 $26.9M 6.55% +10,718 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: 186,540 shares; 2024Q4: 184,945 shares; 2025Q1: 188,926 shares; 2025Q2: 196,863 shares; 2025Q3: 196,511 shares; 2025Q4: 390,002 shares; 2026Q1: 195,625 shares; 2026Q2: 192,534 shares 192,534 $24.7M 6.01% -3,091 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: 265,664 shares; 2024Q4: 300,019 shares; 2025Q1: 336,373 shares; 2025Q2: 373,566 shares; 2025Q3: 390,079 shares; 2025Q4: 911,656 shares; 2026Q1: 495,857 shares; 2026Q2: 515,022 shares 515,022 $20.9M 5.1% +19,165 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: 232,511 shares; 2024Q4: 232,340 shares; 2025Q1: 235,733 shares; 2025Q2: 234,416 shares; 2025Q3: 233,356 shares; 2025Q4: 466,866 shares; 2026Q1: 234,645 shares; 2026Q2: 231,296 shares 231,296 $20.6M 5.03% -3,349 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: 204,119 shares; 2024Q4: 242,766 shares; 2025Q1: 300,433 shares; 2025Q2: 343,779 shares; 2025Q3: 372,061 shares; 2025Q4: 867,166 shares; 2026Q1: 453,448 shares; 2026Q2: 468,855 shares 468,855 $18.8M 4.58% +15,407 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: 157,344 shares; 2024Q4: 156,722 shares; 2025Q1: 152,766 shares; 2025Q2: 151,152 shares; 2025Q3: 150,232 shares; 2025Q4: 294,787 shares; 2026Q1: 148,675 shares; 2026Q2: 145,978 shares 145,978 $15M 3.67% -2,697 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: 97,518 shares; 2024Q4: 94,076 shares; 2025Q1: 103,361 shares; 2025Q2: 105,366 shares; 2025Q3: 105,257 shares; 2025Q4: 208,549 shares; 2026Q1: 103,367 shares; 2026Q2: 103,370 shares 103,370 $12.9M 3.14% +3 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: 119,485 shares; 2024Q4: 117,572 shares; 2025Q1: 130,509 shares; 2025Q2: 130,007 shares; 2025Q3: 128,914 shares; 2025Q4: 257,557 shares; 2026Q1: 132,225 shares; 2026Q2: 129,783 shares 129,783 $12.5M 3.05% -2,442 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: 272,707 shares; 2024Q4: 271,561 shares; 2025Q1: 247,404 shares; 2025Q2: 246,028 shares; 2025Q3: 234,234 shares; 2025Q4: 468,608 shares; 2026Q1: 232,288 shares; 2026Q2: 231,888 shares 231,888 $8.54M 2.08% -400 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: 77,213 shares; 2024Q4: 87,531 shares; 2025Q1: 102,062 shares; 2025Q2: 119,612 shares; 2025Q3: 139,337 shares; 2025Q4: 343,760 shares; 2026Q1: 214,005 shares; 2026Q2: 208,828 shares 208,828 $6.05M 1.47% -5,177 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: 34,081 shares; 2024Q4: 42,530 shares; 2025Q1: 55,634 shares; 2025Q2: 64,038 shares; 2025Q3: 72,744 shares; 2025Q4: 183,849 shares; 2026Q1: 110,231 shares; 2026Q2: 125,241 shares 125,241 $5.17M 1.26% +15,010 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: 6,217 shares; 2024Q4: 6,156 shares; 2025Q1: 5,919 shares; 2025Q2: 5,878 shares; 2025Q3: 5,949 shares; 2025Q4: 11,344 shares; 2026Q1: 5,883 shares; 2026Q2: 6,627 shares 6,627 $4.95M 1.21% +744 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,012 shares; 2024Q4: 18,012 shares; 2025Q1: 18,017 shares; 2025Q2: 18,034 shares; 2025Q3: 18,091 shares; 2025Q4: 35,980 shares; 2026Q1: 18,025 shares; 2026Q2: 18,038 shares 18,038 $4.88M 1.19% +13 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: 2,281 shares; 2024Q4: 2,239 shares; 2025Q1: 2,324 shares; 2025Q2: 2,326 shares; 2025Q3: 2,328 shares; 2025Q4: 4,441 shares; 2026Q1: 4,055 shares; 2026Q2: 5,619 shares 5,619 $4.21M 1.03% +1,564 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,231 shares; 2024Q4: 73,364 shares; 2025Q1: 75,087 shares; 2025Q2: 72,088 shares; 2025Q3: 63,604 shares; 2025Q4: 125,538 shares; 2026Q1: 62,294 shares; 2026Q2: 59,382 shares 59,382 $2.84M 0.69% -2,912 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: 3,001 shares; 2024Q4: 4,036 shares; 2025Q1: 3,935 shares; 2025Q2: 4,610 shares; 2025Q3: 5,055 shares; 2025Q4: 11,807 shares; 2026Q1: 8,774 shares; 2026Q2: 12,357 shares 12,357 $2.47M 0.6% +3,583 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,975 shares; 2024Q4: 217,414 shares; 2025Q1: 233,470 shares; 2025Q2: 188,349 shares; 2025Q3: 186,254 shares; 2025Q4: 51,381 shares; 2026Q1: 23,518 shares; 2026Q2: 26,001 shares 26,001 $2.36M 0.57% +2,483 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: 23,957 shares; 2024Q4: 27,769 shares; 2025Q1: 42,949 shares; 2025Q2: 43,886 shares; 2025Q3: 44,683 shares; 2025Q4: 91,744 shares; 2026Q1: 46,669 shares; 2026Q2: 48,794 shares 48,794 $2.2M 0.54% +2,125 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: 4,533 shares; 2024Q4: 3,859 shares; 2025Q1: 4,174 shares; 2025Q2: 4,589 shares; 2025Q3: 4,945 shares; 2025Q4: 7,805 shares; 2026Q1: 5,362 shares; 2026Q2: 7,267 shares 7,267 $2.1M 0.51% +1,905 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 2,907 shares; 2025Q1: 2,982 shares; 2025Q2: 3,199 shares; 2025Q3: 3,461 shares; 2025Q4: 6,056 shares; 2026Q1: 3,897 shares; 2026Q2: 5,349 shares 5,349 $2M 0.49% +1,452 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: 708 shares; 2024Q4: 706 shares; 2025Q1: 713 shares; 2025Q2: 707 shares; 2025Q3: 710 shares; 2025Q4: 1,017 shares; 2026Q1: 610 shares; 2026Q2: 5,344 shares 5,344 $1.61M 0.39% +4,734 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: 3,294 shares; 2024Q4: 3,341 shares; 2025Q1: 3,499 shares; 2025Q2: 3,511 shares; 2025Q3: 3,786 shares; 2025Q4: 5,722 shares; 2026Q1: 3,902 shares; 2026Q2: 4,309 shares 4,309 $1.54M 0.38% +407 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: 14,632 shares; 2024Q4: 14,632 shares; 2025Q1: 14,632 shares; 2025Q2: 14,632 shares; 2025Q3: 14,632 shares; 2025Q4: 29,264 shares; 2026Q1: 14,632 shares; 2026Q2: 14,632 shares 14,632 $1.52M 0.37% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953 shares; 2024Q4: 1,039 shares; 2025Q1: 554 shares; 2025Q2: 1,145 shares; 2025Q3: 672 shares; 2025Q4: 1,326 shares; 2026Q1: 1,435 shares; 2026Q2: 2,022 shares 2,022 $1.49M 0.36% +587 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: 10,896 shares; 2024Q4: 10,896 shares; 2025Q1: 10,847 shares; 2025Q2: 10,738 shares; 2025Q3: 10,738 shares; 2025Q4: 21,158 shares; 2026Q1: 10,499 shares; 2026Q2: 10,456 shares 10,456 $1.44M 0.35% -43 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: 18,545 shares; 2024Q4: 15,141 shares; 2025Q1: 31,901 shares; 2025Q2: 24,692 shares; 2025Q3: 25,843 shares; 2025Q4: 53,866 shares; 2026Q1: 29,961 shares; 2026Q2: 30,004 shares 30,004 $1.4M 0.34% +43 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: 17,010 shares; 2024Q4: 17,010 shares; 2025Q1: 17,010 shares; 2025Q2: 17,010 shares; 2025Q3: 17,010 shares; 2025Q4: 34,020 shares; 2026Q1: 17,010 shares; 2026Q2: 17,010 shares 17,010 $1.36M 0.33% 0 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: 1,280 shares; 2024Q4: 1,311 shares; 2025Q1: 1,324 shares; 2025Q2: 1,385 shares; 2025Q3: 1,461 shares; 2025Q4: 2,540 shares; 2026Q1: 1,520 shares; 2026Q2: 2,064 shares 2,064 $1.16M 0.28% +544 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: 2,957 shares; 2024Q4: 2,957 shares; 2025Q1: 2,942 shares; 2025Q2: 2,866 shares; 2025Q3: 2,866 shares; 2025Q4: 5,732 shares; 2026Q1: 2,866 shares; 2026Q2: 2,839 shares 2,839 $1.16M 0.28% -27 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,436 shares; 2024Q4: 3,436 shares; 2025Q1: 3,505 shares; 2025Q2: 3,607 shares; 2025Q3: 3,477 shares; 2025Q4: 5,702 shares; 2026Q1: 3,502 shares; 2026Q2: 3,531 shares 3,531 $1.16M 0.28% +29 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,463 shares; 2024Q4: 4,473 shares; 2025Q1: 4,472 shares; 2025Q2: 4,437 shares; 2025Q3: 4,429 shares; 2025Q4: 8,319 shares; 2026Q1: 4,438 shares; 2026Q2: 4,421 shares 4,421 $1.13M 0.28% -17 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: 7,265 shares; 2024Q4: 7,265 shares; 2025Q1: 7,265 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares; 2025Q4: 14,530 shares; 2026Q1: 7,265 shares; 2026Q2: 7,346 shares 7,346 $1.09M 0.27% +81 Timeline SPMO 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: 4,575 shares; 2025Q4: 5,450 shares; 2026Q1: 5,814 shares; 2026Q2: 6,659 shares 6,659 $1.08M 0.26% +845 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: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares; 2025Q3: 1,935 shares; 2025Q4: 3,870 shares; 2026Q1: 1,935 shares; 2026Q2: 8,328 shares 8,328 $1.03M 0.25% +6,393 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: 10,532 shares; 2024Q4: 11,002 shares; 2025Q1: 17,437 shares; 2025Q2: 17,625 shares; 2025Q3: 18,696 shares; 2025Q4: 38,106 shares; 2026Q1: 20,278 shares; 2026Q2: 20,467 shares 20,467 $1M 0.24% +189 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: 17,094 shares; 2024Q4: 17,094 shares; 2025Q1: 17,215 shares; 2025Q2: 17,215 shares; 2025Q3: 17,215 shares; 2025Q4: 34,429 shares; 2026Q1: 17,215 shares; 2026Q2: 17,215 shares 17,215 $992K 0.24% 0 Timeline DUSB 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: 9,335 shares; 2026Q2: 18,849 shares 18,849 $957K 0.23% +9,514 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,246 shares; 2024Q4: 20,246 shares; 2025Q1: 20,246 shares; 2025Q2: 20,246 shares; 2025Q3: 20,246 shares; 2025Q4: 40,492 shares; 2026Q1: 20,246 shares; 2026Q2: 20,246 shares 20,246 $934K 0.23% 0 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: 1,623 shares; 2024Q4: 1,721 shares; 2025Q1: 1,803 shares; 2025Q2: 2,000 shares; 2025Q3: 2,152 shares; 2025Q4: 3,842 shares; 2026Q1: 2,323 shares; 2026Q2: 2,546 shares 2,546 $900K 0.22% +223 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: 7,035 shares; 2024Q4: 7,035 shares; 2025Q1: 7,052 shares; 2025Q2: 7,066 shares; 2025Q3: 7,051 shares; 2025Q4: 14,125 shares; 2026Q1: 7,112 shares; 2026Q2: 7,101 shares 7,101 $897K 0.22% -11 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,543 shares; 2024Q4: 5,543 shares; 2025Q1: 5,543 shares; 2025Q2: 5,543 shares; 2025Q3: 5,296 shares; 2025Q4: 7,558 shares; 2026Q1: 3,748 shares; 2026Q2: 3,668 shares 3,668 $833K 0.2% -80 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,042 shares; 2026Q2: 13,917 shares 13,917 $821K 0.2% -125 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: 616 shares; 2024Q4: 779 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 413 shares; 2025Q4: 596 shares; 2026Q1: 694 shares; 2026Q2: 6,613 shares 6,613 $790K 0.19% +5,919 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: 1,126 shares; 2024Q4: 1,117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 937 shares; 2026Q1: 1,015 shares; 2026Q2: 1,226 shares 1,226 $765K 0.19% +211 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: 1,614 shares; 2024Q4: 2,055 shares; 2025Q1: 1,106 shares; 2025Q2: 1,107 shares; 2025Q3: 972 shares; 2025Q4: 2,719 shares; 2026Q1: 2,580 shares; 2026Q2: 3,549 shares 3,549 $676K 0.16% +969 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 1,620 shares; 2025Q4: 2,897 shares; 2026Q1: 2,109 shares; 2026Q2: 2,806 shares 2,806 $669K 0.16% +697 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 798 shares; 2025Q4: 1,459 shares; 2026Q1: 1,268 shares; 2026Q2: 1,717 shares 1,717 $649K 0.16% +449 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: 9,639 shares; 2024Q4: 9,499 shares; 2025Q1: 9,343 shares; 2025Q2: 8,566 shares; 2025Q3: 8,365 shares; 2025Q4: 16,748 shares; 2026Q1: 8,365 shares; 2026Q2: 7,791 shares 7,791 $640K 0.16% -574 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: 1,640 shares; 2024Q4: 1,461 shares; 2025Q1: 1,604 shares; 2025Q2: 1,619 shares; 2025Q3: 1,783 shares; 2025Q4: 3,268 shares; 2026Q1: 1,810 shares; 2026Q2: 2,309 shares 2,309 $586K 0.14% +499 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 1,525 shares; 2025Q2: 1,522 shares; 2025Q3: 1,532 shares; 2025Q4: 2,638 shares; 2026Q1: 1,544 shares; 2026Q2: 1,832 shares 1,832 $577K 0.14% +288 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,862 shares; 2024Q4: 12,862 shares; 2025Q1: 12,862 shares; 2025Q2: 12,862 shares; 2025Q3: 12,862 shares; 2025Q4: 25,724 shares; 2026Q1: 12,862 shares; 2026Q2: 12,862 shares 12,862 $562K 0.14% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,726 shares; 2024Q4: 5,726 shares; 2025Q1: 5,726 shares; 2025Q2: 5,726 shares; 2025Q3: 5,726 shares; 2025Q4: 11,452 shares; 2026Q1: 5,726 shares; 2026Q2: 5,726 shares 5,726 $553K 0.13% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,185 shares; 2024Q4: 10,185 shares; 2025Q1: 10,182 shares; 2025Q2: 5,877 shares; 2025Q3: 3,882 shares; 2025Q4: 7,496 shares; 2026Q1: 3,748 shares; 2026Q2: 3,467 shares 3,467 $544K 0.13% -281 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: 5,900 shares; 2025Q3: 6,091 shares; 2025Q4: 12,182 shares; 2026Q1: 6,091 shares; 2026Q2: 6,091 shares 6,091 $539K 0.13% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,073 shares; 2024Q4: 3,086 shares; 2025Q1: 3,079 shares; 2025Q2: 3,116 shares; 2025Q3: 3,214 shares; 2025Q4: 4,202 shares; 2026Q1: 2,268 shares; 2026Q2: 3,386 shares 3,386 $496K 0.12% +1,118 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: 1,384 shares; 2024Q4: 1,384 shares; 2025Q1: 1,396 shares; 2025Q2: 1,402 shares; 2025Q3: 1,438 shares; 2025Q4: 2,272 shares; 2026Q1: 1,499 shares; 2026Q2: 1,499 shares 1,499 $495K 0.12% 0 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: 7,426 shares; 2024Q4: 6,972 shares; 2025Q1: 6,668 shares; 2025Q2: 6,471 shares; 2025Q3: 5,028 shares; 2025Q4: 9,864 shares; 2026Q1: 4,932 shares; 2026Q2: 4,526 shares 4,526 $462K 0.11% -406 Timeline PPA 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 reported; 2025Q3: not reported; 2025Q4: 1,253 shares; 2026Q1: 2,130 shares; 2026Q2: 2,564 shares 2,564 $453K 0.11% +434 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 462 shares; 2026Q1: 322 shares; 2026Q2: 376 shares 376 $451K 0.11% +54 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,178 shares; 2024Q4: 7,178 shares; 2025Q1: 7,178 shares; 2025Q2: 7,178 shares; 2025Q3: 7,178 shares; 2025Q4: 14,356 shares; 2026Q1: 7,178 shares; 2026Q2: 7,178 shares 7,178 $451K 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: 2,689 shares; 2024Q4: 2,689 shares; 2025Q1: 2,689 shares; 2025Q2: 2,893 shares; 2025Q3: 2,035 shares; 2025Q4: 2,826 shares; 2026Q1: 1,629 shares; 2026Q2: 1,219 shares 1,219 $449K 0.11% -410 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: 1,265 shares; 2024Q4: 1,257 shares; 2025Q1: not reported; 2025Q2: 1,292 shares; 2025Q3: 1,300 shares; 2025Q4: 1,786 shares; 2026Q1: 1,368 shares; 2026Q2: 1,472 shares 1,472 $439K 0.11% +104 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,373 shares; 2026Q2: 3,338 shares 3,338 $427K 0.1% -35 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: 2,914 shares; 2024Q4: 2,839 shares; 2025Q1: 2,768 shares; 2025Q2: 2,768 shares; 2025Q3: 2,741 shares; 2025Q4: 5,426 shares; 2026Q1: 2,713 shares; 2026Q2: 2,713 shares 2,713 $424K 0.1% 0 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,376 shares 1,376 $417K 0.1% new 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,900 shares; 2026Q1: 950 shares; 2026Q2: 5,068 shares 5,068 $408K 0.1% +4,118 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 352 shares 352 $407K 0.1% new 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: 5,115 shares; 2024Q4: 5,115 shares; 2025Q1: 5,115 shares; 2025Q2: 5,115 shares; 2025Q3: 5,115 shares; 2025Q4: 10,230 shares; 2026Q1: 5,115 shares; 2026Q2: 5,663 shares 5,663 $403K 0.1% +548 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,351 shares; 2025Q1: 1,366 shares; 2025Q2: 1,372 shares; 2025Q3: 1,381 shares; 2025Q4: 2,759 shares; 2026Q1: 1,374 shares; 2026Q2: 1,367 shares 1,367 $401K 0.1% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,277 shares; 2025Q4: 3,503 shares; 2026Q1: 2,788 shares; 2026Q2: 3,367 shares 3,367 $381K 0.09% +579 Timeline AVRE 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: 11,684 shares; 2024Q4: 11,352 shares; 2025Q1: 14,672 shares; 2025Q2: 14,672 shares; 2025Q3: 14,672 shares; 2025Q4: 24,774 shares; 2026Q1: 12,387 shares; 2026Q2: 7,925 shares 7,925 $375K 0.09% -4,462 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 911 shares; 2025Q4: 1,710 shares; 2026Q1: 927 shares; 2026Q2: 1,491 shares 1,491 $375K 0.09% +564 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 643 shares 643 $374K 0.09% new Timeline MOAT 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: 4,229 shares; 2024Q4: 4,238 shares; 2025Q1: 3,901 shares; 2025Q2: 3,901 shares; 2025Q3: 3,553 shares; 2025Q4: 5,631 shares; 2026Q1: 3,553 shares; 2026Q2: 3,553 shares 3,553 $369K 0.09% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,054 shares; 2024Q4: 4,054 shares; 2025Q1: 4,069 shares; 2025Q2: 4,097 shares; 2025Q3: 4,087 shares; 2025Q4: 8,173 shares; 2026Q1: 4,223 shares; 2026Q2: 4,143 shares 4,143 $360K 0.09% -80 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: 1,710 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,085 shares; 2025Q4: 3,946 shares; 2026Q1: 2,378 shares; 2026Q2: 2,559 shares 2,559 $350K 0.09% +181 Timeline XAR 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: 1,224 shares; 2026Q2: 1,225 shares 1,225 $348K 0.08% +1 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: 471 shares; 2025Q4: 979 shares; 2026Q1: 830 shares; 2026Q2: 826 shares 826 $347K 0.08% -4 Timeline PFE PFIZER INC More: the full row for PFIZER 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: 10,451 shares; 2026Q1: not reported; 2026Q2: 13,628 shares 13,628 $328K 0.08% new Timeline IWY 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: 1,122 shares; 2026Q2: 1,123 shares 1,123 $326K 0.08% +1 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,967 shares; 2024Q4: 7,857 shares; 2025Q1: 7,857 shares; 2025Q2: 7,857 shares; 2025Q3: 7,857 shares; 2025Q4: 15,714 shares; 2026Q1: 7,857 shares; 2026Q2: 7,857 shares 7,857 $325K 0.08% 0 Timeline VCR 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: 784 shares; 2026Q2: 785 shares 785 $311K 0.08% +1 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: 679 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 1,180 shares; 2026Q1: 590 shares; 2026Q2: 3,540 shares 3,540 $305K 0.07% +2,950 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,160 shares; 2026Q1: 1,149 shares; 2026Q2: 1,167 shares 1,167 $304K 0.07% +18 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: 1,815 shares; 2024Q4: 1,783 shares; 2025Q1: 1,899 shares; 2025Q2: 1,742 shares; 2025Q3: 2,088 shares; 2025Q4: 3,419 shares; 2026Q1: 2,140 shares; 2026Q2: 2,242 shares 2,242 $304K 0.07% +102 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,970 shares; 2026Q2: 5,970 shares 5,970 $300K 0.07% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,824 shares; 2024Q4: 5,917 shares; 2025Q1: 5,974 shares; 2025Q2: 5,812 shares; 2025Q3: 5,715 shares; 2025Q4: 10,890 shares; 2026Q1: 5,196 shares; 2026Q2: 5,213 shares 5,213 $294K 0.07% +17 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: 1,670 shares; 2025Q1: 1,701 shares; 2025Q2: 1,735 shares; 2025Q3: 1,775 shares; 2025Q4: 3,360 shares; 2026Q1: 1,895 shares; 2026Q2: 1,914 shares 1,914 $290K 0.07% +19 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 316 shares; 2025Q4: 538 shares; 2026Q1: 283 shares; 2026Q2: 292 shares 292 $286K 0.07% +9 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: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares; 2025Q4: 2,642 shares; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares 1,310 $285K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,618 shares; 2026Q2: 2,618 shares 2,618 $282K 0.07% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,506 shares; 2024Q4: 3,506 shares; 2025Q1: 3,519 shares; 2025Q2: 3,477 shares; 2025Q3: 3,508 shares; 2025Q4: 5,047 shares; 2026Q1: 3,328 shares; 2026Q2: 3,644 shares 3,644 $279K 0.07% +316 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,513 shares; 2024Q4: 7,513 shares; 2025Q1: 7,681 shares; 2025Q2: 7,513 shares; 2025Q3: 7,513 shares; 2025Q4: 15,026 shares; 2026Q1: 7,513 shares; 2026Q2: 7,513 shares 7,513 $276K 0.07% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,416 shares; 2024Q4: 1,395 shares; 2025Q1: 1,399 shares; 2025Q2: 1,477 shares; 2025Q3: 1,579 shares; 2025Q4: 2,773 shares; 2026Q1: 1,695 shares; 2026Q2: 1,842 shares 1,842 $270K 0.07% +147 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: not reported; 2025Q2: not reported; 2025Q3: 502 shares; 2025Q4: 680 shares; 2026Q1: not reported; 2026Q2: 730 shares 730 $258K 0.06% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,827 shares 1,827 $255K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 720 shares 720 $247K 0.06% new Timeline IWP 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: 1,683 shares; 2025Q1: not reported; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 3,366 shares; 2026Q1: 1,683 shares; 2026Q2: 1,683 shares 1,683 $246K 0.06% 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: 1,003 shares; 2024Q4: 1,003 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,041 shares; 2025Q4: 1,590 shares; 2026Q1: 1,010 shares; 2026Q2: 1,016 shares 1,016 $242K 0.06% +6 Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,807 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,807 shares; 2025Q3: 4,807 shares; 2025Q4: 9,613 shares; 2026Q1: 4,807 shares; 2026Q2: 4,807 shares 4,807 $240K 0.06% 0 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550 shares 550 $238K 0.06% new 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 reported; 2025Q3: not reported; 2025Q4: 4,108 shares; 2026Q1: not reported; 2026Q2: 2,248 shares 2,248 $233K 0.06% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 2,247 shares; 2026Q1: 1,369 shares; 2026Q2: 1,375 shares 1,375 $232K 0.06% +6 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,741 shares 4,741 $229K 0.06% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 213 shares 213 $227K 0.06% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,749 shares; 2024Q4: 2,749 shares; 2025Q1: 2,742 shares; 2025Q2: 2,694 shares; 2025Q3: 2,689 shares; 2025Q4: 5,624 shares; 2026Q1: 2,812 shares; 2026Q2: 2,110 shares 2,110 $225K 0.05% -702 Timeline CB CHUBB LIMITED More: the full row for CHUBB 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 reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 674 shares; 2026Q2: 649 shares 649 $222K 0.05% -25 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,861 shares 1,861 $219K 0.05% new 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 reported; 2025Q3: not reported; 2025Q4: 1,368 shares; 2026Q1: not reported; 2026Q2: 1,302 shares 1,302 $216K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,360 shares 2,360 $210K 0.05% new 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: not reported; 2025Q4: 476 shares; 2026Q1: 432 shares; 2026Q2: 419 shares 419 $210K 0.05% -13 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 reported; 2025Q3: not reported; 2025Q4: 4,718 shares; 2026Q1: 2,293 shares; 2026Q2: 2,104 shares 2,104 $209K 0.05% -189 Timeline IOO 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: 1,488 shares 1,488 $203K 0.05% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,653 shares; 2024Q4: 12,065 shares; 2025Q1: 12,382 shares; 2025Q2: 11,928 shares; 2025Q3: 11,774 shares; 2025Q4: 16,920 shares; 2026Q1: 10,005 shares; 2026Q2: 10,613 shares 10,613 $190K 0.05% +608 Timeline GIFT GIFTIFY INC More: the full row for GIFTIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,788 shares; 2025Q4: not reported; 2026Q1: 142,398 shares; 2026Q2: 142,398 shares 142,398 $135K 0.03% 0 Timeline OXBR OXBRIDGE RE HLDGS LTD More: the full row for OXBRIDGE RE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,800 shares; 2024Q4: 59,300 shares; 2025Q1: 68,700 shares; 2025Q2: 68,700 shares; 2025Q3: 68,700 shares; 2025Q4: 137,400 shares; 2026Q1: 67,780 shares; 2026Q2: 67,780 shares 67,780 $69.8K 0.02% 0 Timeline