GSLC 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: 735,263 shares; 2024Q4: 732,358 shares; 2025Q1: 744,020 shares; 2025Q2: 798,650 shares; 2025Q3: 810,962 shares; 2025Q4: 810,913 shares; 2026Q1: 788,473 shares; 2026Q2: 827,017 shares 827,017 $117M 12.55% +38,544 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,487 shares; 2024Q4: 287,162 shares; 2025Q1: 296,479 shares; 2025Q2: 314,016 shares; 2025Q3: 318,438 shares; 2025Q4: 321,764 shares; 2026Q1: 314,322 shares; 2026Q2: 322,023 shares 322,023 $110M 11.81% +7,701 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: 1,192,369 shares; 2024Q4: 1,257,178 shares; 2025Q1: 1,319,794 shares; 2025Q2: 1,438,723 shares; 2025Q3: 1,484,014 shares; 2025Q4: 1,521,655 shares; 2026Q1: 1,517,010 shares; 2026Q2: 1,609,605 shares 1,609,605 $67.2M 7.18% +92,595 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,917 shares; 2024Q4: 375,438 shares; 2025Q1: 393,284 shares; 2025Q2: 415,201 shares; 2025Q3: 428,045 shares; 2025Q4: 438,248 shares; 2026Q1: 831,989 shares; 2026Q2: 881,484 shares 881,484 $59.9M 6.41% +49,495 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534,236 shares; 2024Q4: 427,868 shares; 2025Q1: 636,133 shares; 2025Q2: 668,495 shares; 2025Q3: 704,625 shares; 2025Q4: 629,846 shares; 2026Q1: 775,203 shares; 2026Q2: 956,143 shares 956,143 $51.5M 5.51% +180,940 Timeline GSIE 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: 1,021,837 shares; 2024Q4: 1,032,054 shares; 2025Q1: 1,000,164 shares; 2025Q2: 927,984 shares; 2025Q3: 956,661 shares; 2025Q4: 970,100 shares; 2026Q1: 989,692 shares; 2026Q2: 1,063,683 shares 1,063,683 $48.6M 5.2% +73,991 Timeline DIHP 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: 1,289,428 shares; 2024Q4: 1,280,120 shares; 2025Q1: 1,229,342 shares; 2025Q2: 1,144,646 shares; 2025Q3: 1,179,333 shares; 2025Q4: 1,199,030 shares; 2026Q1: 1,222,521 shares; 2026Q2: 1,307,603 shares 1,307,603 $44.6M 4.77% +85,082 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 571,796 shares; 2024Q4: 1,102,327 shares; 2025Q1: 1,247,756 shares; 2025Q2: 1,266,810 shares; 2025Q3: 1,423,526 shares; 2025Q4: 1,469,142 shares; 2026Q1: 1,682,861 shares; 2026Q2: 1,758,868 shares 1,758,868 $42.5M 4.54% +76,007 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,460 shares; 2024Q4: 340,380 shares; 2025Q1: 349,019 shares; 2025Q2: 350,316 shares; 2025Q3: 366,545 shares; 2025Q4: 382,490 shares; 2026Q1: 393,657 shares; 2026Q2: 417,169 shares 417,169 $40.2M 4.3% +23,512 Timeline SCHR 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: 315,450 shares; 2024Q4: 382,232 shares; 2025Q1: 1,135,878 shares; 2025Q2: 1,144,462 shares; 2025Q3: 1,191,772 shares; 2025Q4: 1,198,687 shares; 2026Q1: 1,272,625 shares; 2026Q2: 1,574,348 shares 1,574,348 $38.8M 4.15% +301,723 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: 217,541 shares; 2024Q4: 225,368 shares; 2025Q1: 241,876 shares; 2025Q2: 298,078 shares; 2025Q3: 304,569 shares; 2025Q4: 310,636 shares; 2026Q1: 280,293 shares; 2026Q2: 295,565 shares 295,565 $36.9M 3.94% +15,272 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355,959 shares; 2024Q4: 363,818 shares; 2025Q1: 377,788 shares; 2025Q2: 414,937 shares; 2025Q3: 427,612 shares; 2025Q4: 429,924 shares; 2026Q1: 424,713 shares; 2026Q2: 443,665 shares 443,665 $34.6M 3.7% +18,952 Timeline SPIB 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: 582,268 shares; 2024Q4: 621,877 shares; 2025Q1: 657,009 shares; 2025Q2: 677,943 shares; 2025Q3: 747,720 shares; 2025Q4: 782,050 shares; 2026Q1: 890,888 shares; 2026Q2: 939,100 shares 939,100 $31.4M 3.36% +48,212 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: 324,236 shares; 2024Q4: 321,938 shares; 2025Q1: 293,442 shares; 2025Q2: 288,626 shares; 2025Q3: 292,976 shares; 2025Q4: 291,839 shares; 2026Q1: 275,318 shares; 2026Q2: 289,841 shares 289,841 $28M 2.99% +14,523 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,674 shares; 2024Q4: 273,237 shares; 2025Q1: 280,726 shares; 2025Q2: 294,508 shares; 2025Q3: 303,348 shares; 2025Q4: 309,369 shares; 2026Q1: 326,720 shares; 2026Q2: 341,750 shares 341,750 $27.8M 2.97% +15,030 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355,666 shares; 2024Q4: 368,833 shares; 2025Q1: 391,200 shares; 2025Q2: 414,764 shares; 2025Q3: 453,352 shares; 2025Q4: 474,358 shares; 2026Q1: 533,407 shares; 2026Q2: 568,588 shares 568,588 $24.1M 2.58% +35,181 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: 139,243 shares; 2024Q4: 141,389 shares; 2025Q1: 148,491 shares; 2025Q2: 160,617 shares; 2025Q3: 166,629 shares; 2025Q4: 171,585 shares; 2026Q1: 178,271 shares; 2026Q2: 189,323 shares 189,323 $20.9M 2.23% +11,052 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,600 shares; 2024Q4: 433,961 shares; 2025Q1: 406,171 shares; 2025Q2: 364,723 shares; 2025Q3: 371,320 shares; 2025Q4: 368,371 shares; 2026Q1: 362,399 shares; 2026Q2: 380,882 shares 380,882 $15.9M 1.7% +18,483 Timeline GSSC 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: 121,103 shares; 2024Q4: 123,945 shares; 2025Q1: 130,098 shares; 2025Q2: 148,937 shares; 2025Q3: 153,326 shares; 2025Q4: 156,620 shares; 2026Q1: 160,298 shares; 2026Q2: 169,229 shares 169,229 $15.4M 1.65% +8,931 Timeline FNDC 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: 318,412 shares; 2024Q4: 317,105 shares; 2025Q1: 302,187 shares; 2025Q2: 278,583 shares; 2025Q3: 283,413 shares; 2025Q4: 287,982 shares; 2026Q1: 289,799 shares; 2026Q2: 306,034 shares 306,034 $14.9M 1.59% +16,235 Timeline SPTL 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: 254,042 shares; 2024Q4: 285,281 shares; 2025Q1: 322,481 shares; 2025Q2: 337,507 shares; 2025Q3: 360,490 shares; 2025Q4: 288,285 shares; 2026Q1: 403,545 shares; 2026Q2: 454,386 shares 454,386 $11.9M 1.27% +50,841 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: 2,851 shares; 2024Q4: 2,826 shares; 2025Q1: 2,825 shares; 2025Q2: 2,728 shares; 2025Q3: 2,723 shares; 2025Q4: 2,674 shares; 2026Q1: 12,724 shares; 2026Q2: 12,724 shares 12,724 $9.5M 1.02% 0 Timeline SPYM 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: 43,471 shares; 2024Q4: 48,733 shares; 2025Q1: 54,483 shares; 2025Q2: 53,900 shares; 2025Q3: 48,288 shares; 2025Q4: 53,760 shares; 2026Q1: 55,336 shares; 2026Q2: 58,738 shares 58,738 $5.16M 0.55% +3,402 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: 74,263 shares; 2024Q4: 41,245 shares; 2025Q1: 77,727 shares; 2025Q2: 75,750 shares; 2025Q3: 78,195 shares; 2025Q4: 77,693 shares; 2026Q1: 72,251 shares; 2026Q2: 95,878 shares 95,878 $4.85M 0.52% +23,627 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: 5,180 shares; 2024Q4: 5,180 shares; 2025Q1: 5,180 shares; 2025Q2: 5,180 shares; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares; 2026Q1: 5,180 shares; 2026Q2: 5,180 shares 5,180 $2.21M 0.24% 0 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,770 shares; 2024Q4: 18,808 shares; 2025Q1: 22,937 shares; 2025Q2: 22,973 shares; 2025Q3: 23,005 shares; 2025Q4: 23,069 shares; 2026Q1: 23,069 shares; 2026Q2: 23,102 shares 23,102 $2.19M 0.23% +33 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,605 shares; 2024Q4: 22,315 shares; 2025Q1: 23,196 shares; 2025Q2: 19,741 shares; 2025Q3: 17,657 shares; 2025Q4: 19,752 shares; 2026Q1: 19,497 shares; 2026Q2: 20,709 shares 20,709 $1.98M 0.21% +1,212 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,064 shares; 2025Q3: 1,068 shares; 2025Q4: 3,370 shares; 2026Q1: 2,390 shares; 2026Q2: 2,422 shares 2,422 $1.81M 0.19% +32 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: 6,116 shares; 2024Q4: 6,116 shares; 2025Q1: 6,116 shares; 2025Q2: 6,116 shares; 2025Q3: 6,564 shares; 2025Q4: 6,564 shares; 2026Q1: 6,221 shares; 2026Q2: 6,221 shares 6,221 $1.51M 0.16% 0 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: 4,950 shares; 2024Q4: 4,902 shares; 2025Q1: 4,158 shares; 2025Q2: 4,504 shares; 2025Q3: 4,986 shares; 2025Q4: 4,832 shares; 2026Q1: 4,829 shares; 2026Q2: 4,848 shares 4,848 $1.4M 0.15% +19 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: 30,813 shares; 2024Q4: 30,913 shares; 2025Q1: 30,874 shares; 2025Q2: 30,825 shares; 2025Q3: 30,828 shares; 2025Q4: 30,828 shares; 2026Q1: 30,828 shares; 2026Q2: 29,474 shares 29,474 $1.31M 0.14% -1,354 Timeline SPMD 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: 13,192 shares; 2024Q4: 14,527 shares; 2025Q1: 16,355 shares; 2025Q2: 16,782 shares; 2025Q3: 15,343 shares; 2025Q4: 17,172 shares; 2026Q1: 17,267 shares; 2026Q2: 18,251 shares 18,251 $1.23M 0.13% +984 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,908 shares; 2024Q4: 15,908 shares; 2025Q1: 15,908 shares; 2025Q2: 15,908 shares; 2025Q3: 15,908 shares; 2025Q4: 15,908 shares; 2026Q1: 15,964 shares; 2026Q2: 15,908 shares 15,908 $1.21M 0.13% -56 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: 4,215 shares; 2024Q4: 31,548 shares; 2025Q1: 33,054 shares; 2025Q2: 36,325 shares; 2025Q3: 37,326 shares; 2025Q4: 38,477 shares; 2026Q1: 36,623 shares; 2026Q2: 37,355 shares 37,355 $1.08M 0.12% +732 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: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,275 shares; 2026Q2: 3,275 shares 3,275 $984K 0.11% 0 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,207 shares; 2024Q4: 88,763 shares; 2025Q1: 82,228 shares; 2025Q2: 69,909 shares; 2025Q3: 57,749 shares; 2025Q4: 54,604 shares; 2026Q1: 51,949 shares; 2026Q2: 47,014 shares 47,014 $972K 0.1% -4,935 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: 1,639 shares; 2024Q4: 1,645 shares; 2025Q1: 1,645 shares; 2025Q2: 1,648 shares; 2025Q3: 1,838 shares; 2025Q4: 1,879 shares; 2026Q1: 2,303 shares; 2026Q2: 2,067 shares 2,067 $771K 0.08% -236 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,381 shares; 2024Q4: 1,381 shares; 2025Q1: not reported; 2025Q2: 1,181 shares; 2025Q3: 1,895 shares; 2025Q4: 1,945 shares; 2026Q1: 2,226 shares; 2026Q2: 2,145 shares 2,145 $767K 0.08% -81 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: 3,850 shares; 2024Q4: 3,709 shares; 2025Q1: 3,626 shares; 2025Q2: 3,626 shares; 2025Q3: 3,554 shares; 2025Q4: 5,731 shares; 2026Q1: 4,976 shares; 2026Q2: 4,937 shares 4,937 $732K 0.08% -39 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: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,360 shares; 2025Q3: 1,360 shares; 2025Q4: 1,360 shares; 2026Q1: 1,399 shares; 2026Q2: 1,360 shares 1,360 $668K 0.07% -39 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 reported; 2025Q3: 3,811 shares; 2025Q4: 9,286 shares; 2026Q1: 9,286 shares; 2026Q2: 9,286 shares 9,286 $662K 0.07% 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: 8,672 shares; 2024Q4: 8,672 shares; 2025Q1: 8,672 shares; 2025Q2: 8,672 shares; 2025Q3: 8,672 shares; 2025Q4: 8,672 shares; 2026Q1: 8,672 shares; 2026Q2: 8,672 shares 8,672 $606K 0.06% 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: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,616 shares; 2025Q4: 1,610 shares; 2026Q1: 1,610 shares; 2026Q2: 1,610 shares 1,610 $589K 0.06% 0 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: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares; 2026Q1: 1,338 shares; 2026Q2: 1,226 shares 1,226 $522K 0.06% -112 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: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,253 shares; 2025Q2: 3,253 shares; 2025Q3: 3,253 shares; 2025Q4: 3,253 shares; 2026Q1: 3,253 shares; 2026Q2: 3,253 shares 3,253 $511K 0.05% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,635 shares; 2024Q4: 4,724 shares; 2025Q1: 4,751 shares; 2025Q2: 4,793 shares; 2025Q3: 4,797 shares; 2025Q4: 4,797 shares; 2026Q1: 4,797 shares; 2026Q2: 4,797 shares 4,797 $509K 0.05% 0 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: 432 shares 432 $499K 0.05% new Timeline GBIL 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: 2,502 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,795 shares; 2025Q4: 4,842 shares; 2026Q1: 4,693 shares; 2026Q2: 4,713 shares 4,713 $472K 0.05% +20 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: 93,954 shares; 2024Q4: 8,390 shares; 2025Q1: 4,890 shares; 2025Q2: 3,878 shares; 2025Q3: 3,878 shares; 2025Q4: 3,878 shares; 2026Q1: 3,878 shares; 2026Q2: 3,902 shares 3,902 $458K 0.05% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,460 shares; 2025Q4: not reported; 2026Q1: 1,639 shares; 2026Q2: 2,135 shares 2,135 $427K 0.05% +496 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: 4,834 shares; 2024Q4: 5,343 shares; 2025Q1: 6,108 shares; 2025Q2: 6,533 shares; 2025Q3: 5,975 shares; 2025Q4: 6,664 shares; 2026Q1: 6,662 shares; 2026Q2: 6,977 shares 6,977 $402K 0.04% +315 Timeline SUSA 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: 2,468 shares; 2025Q2: 2,580 shares; 2025Q3: 2,568 shares; 2025Q4: 2,574 shares; 2026Q1: 2,581 shares; 2026Q2: 2,585 shares 2,585 $399K 0.04% +4 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: 6,646 shares; 2024Q4: 6,646 shares; 2025Q1: 6,646 shares; 2025Q2: 6,646 shares; 2025Q3: 6,646 shares; 2025Q4: 6,646 shares; 2026Q1: 6,646 shares; 2026Q2: 6,646 shares 6,646 $366K 0.04% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $364K 0.04% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 780 shares; 2025Q1: 781 shares; 2025Q2: 783 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 1,009 shares; 2026Q2: 976 shares 976 $344K 0.04% -33 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: 4,420 shares; 2024Q4: 8,840 shares; 2025Q1: 8,840 shares; 2025Q2: 8,840 shares; 2025Q3: 8,840 shares; 2025Q4: 8,840 shares; 2026Q1: 8,840 shares; 2026Q2: 8,840 shares 8,840 $319K 0.03% 0 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 reported; 2025Q3: not reported; 2025Q4: 664 shares; 2026Q1: 1,091 shares; 2026Q2: 664 shares 664 $317K 0.03% -427 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,671 shares; 2026Q1: 3,831 shares; 2026Q2: 3,831 shares 3,831 $295K 0.03% 0 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: 727 shares; 2025Q4: 727 shares; 2026Q1: 861 shares; 2026Q2: 828 shares 828 $284K 0.03% -33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 900 shares; 2026Q2: 824 shares 824 $270K 0.03% -76 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 675 shares 675 $266K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares 1,096 $261K 0.03% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 895 shares 895 $243K 0.03% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 887 shares; 2026Q1: 989 shares; 2026Q2: 954 shares 954 $240K 0.03% -35 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 reported; 2025Q3: not reported; 2025Q4: 2,698 shares; 2026Q1: not reported; 2026Q2: 2,541 shares 2,541 $217K 0.02% new 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108 shares 108 $215K 0.02% 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: 1,940 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,971 shares; 2026Q1: 1,971 shares; 2026Q2: 1,971 shares 1,971 $210K 0.02% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 289 shares 289 $209K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 777 shares 777 $209K 0.02% 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: 427 shares; 2025Q3: 427 shares; 2025Q4: 402 shares; 2026Q1: not reported; 2026Q2: 412 shares 412 $206K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,891 shares; 2025Q4: 2,891 shares; 2026Q1: 2,891 shares; 2026Q2: 2,501 shares 2,501 $205K 0.02% -390 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,325 shares 4,325 $202K 0.02% new 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 reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 905 shares 905 $200K 0.02% new Timeline NIO NIO INC More: the full row for NIO 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: 47,300 shares; 2026Q1: 37,012 shares; 2026Q2: 33,195 shares 33,195 $168K 0.02% -3,817 Timeline KODK EASTMAN KODAK CO More: the full row for EASTMAN KODAK 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: 11,160 shares; 2026Q1: 11,160 shares; 2026Q2: 11,160 shares 11,160 $103K 0.01% 0 Timeline