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: 456,137 shares; 2024Q4: 464,004 shares; 2025Q1: 481,233 shares; 2025Q2: 485,491 shares; 2025Q3: 499,212 shares; 2025Q4: 508,404 shares; 2026Q1: 548,404 shares; 2026Q2: 528,512 shares 528,512 $46.4M 10.22% -19,892 Timeline QQQM 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: 127,036 shares; 2024Q4: 126,679 shares; 2025Q1: 132,584 shares; 2025Q2: 138,725 shares; 2025Q3: 144,453 shares; 2025Q4: 146,715 shares; 2026Q1: 157,863 shares; 2026Q2: 149,327 shares 149,327 $45.2M 9.95% -8,536 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: 264,926 shares; 2024Q4: 273,440 shares; 2025Q1: 284,491 shares; 2025Q2: 295,952 shares; 2025Q3: 306,873 shares; 2025Q4: 310,056 shares; 2026Q1: 335,193 shares; 2026Q2: 331,484 shares 331,484 $42.5M 9.34% -3,709 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624,746 shares; 2024Q4: 636,277 shares; 2025Q1: 678,652 shares; 2025Q2: 694,295 shares; 2025Q3: 727,979 shares; 2025Q4: 744,328 shares; 2026Q1: 810,253 shares; 2026Q2: 794,482 shares 794,482 $41.1M 9.03% -15,771 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: 218,253 shares; 2024Q4: 216,517 shares; 2025Q1: 219,698 shares; 2025Q2: 222,827 shares; 2025Q3: 228,916 shares; 2025Q4: 227,962 shares; 2026Q1: 246,834 shares; 2026Q2: 299,639 shares 299,639 $38.3M 8.42% +52,805 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: 310,596 shares; 2024Q4: 326,231 shares; 2025Q1: 252,082 shares; 2025Q2: 226,814 shares; 2025Q3: 232,645 shares; 2025Q4: 232,297 shares; 2026Q1: 243,720 shares; 2026Q2: 405,093 shares 405,093 $36.1M 7.95% +161,373 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: 160,396 shares; 2024Q4: 163,568 shares; 2025Q1: 173,162 shares; 2025Q2: 181,390 shares; 2025Q3: 190,100 shares; 2025Q4: 194,047 shares; 2026Q1: 204,647 shares; 2026Q2: 199,471 shares 199,471 $24.9M 5.47% -5,176 Timeline AVIG 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: 474,763 shares; 2024Q4: 492,112 shares; 2025Q1: 503,973 shares; 2025Q2: 507,944 shares; 2025Q3: 522,466 shares; 2025Q4: 529,715 shares; 2026Q1: 564,832 shares; 2026Q2: 594,740 shares 594,740 $24.6M 5.42% +29,908 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: 96,131 shares; 2024Q4: 100,039 shares; 2025Q1: 101,435 shares; 2025Q2: 117,432 shares; 2025Q3: 135,444 shares; 2025Q4: 136,746 shares; 2026Q1: 151,038 shares; 2026Q2: 175,042 shares 175,042 $15.5M 3.41% +24,004 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: 28,066 shares; 2024Q4: 27,583 shares; 2025Q1: 26,490 shares; 2025Q2: 26,364 shares; 2025Q3: 26,311 shares; 2025Q4: 26,321 shares; 2026Q1: 26,129 shares; 2026Q2: 104,434 shares 104,434 $13M 2.85% +78,305 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: 98,742 shares; 2024Q4: 99,629 shares; 2025Q1: 102,137 shares; 2025Q2: 101,656 shares; 2025Q3: 103,305 shares; 2025Q4: 106,307 shares; 2026Q1: 108,848 shares; 2026Q2: 113,186 shares 113,186 $11.4M 2.51% +4,338 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: 94,442 shares; 2024Q4: 97,352 shares; 2025Q1: 98,769 shares; 2025Q2: 98,593 shares; 2025Q3: 101,660 shares; 2025Q4: 101,419 shares; 2026Q1: 105,148 shares; 2026Q2: 115,763 shares 115,763 $11.2M 2.46% +10,615 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108,171 shares 108,171 $11.1M 2.45% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,300 shares; 2024Q4: 151,944 shares; 2025Q1: 161,061 shares; 2025Q2: 154,485 shares; 2025Q3: 162,962 shares; 2025Q4: 166,813 shares; 2026Q1: 176,166 shares; 2026Q2: 190,599 shares 190,599 $10.1M 2.22% +14,433 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,880 shares; 2024Q4: 25,462 shares; 2025Q1: 27,874 shares; 2025Q2: 27,316 shares; 2025Q3: 27,342 shares; 2025Q4: 25,591 shares; 2026Q1: 25,554 shares; 2026Q2: 26,872 shares 26,872 $9.94M 2.19% +1,318 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,686 shares; 2024Q4: 142,921 shares; 2025Q1: 132,273 shares; 2025Q2: 121,536 shares; 2025Q3: 124,000 shares; 2025Q4: 123,785 shares; 2026Q1: 133,472 shares; 2026Q2: 123,538 shares 123,538 $9.33M 2.05% -9,934 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: 31,969 shares; 2024Q4: 32,156 shares; 2025Q1: 25,686 shares; 2025Q2: 23,414 shares; 2025Q3: 26,509 shares; 2025Q4: 25,739 shares; 2026Q1: 27,396 shares; 2026Q2: 80,278 shares 80,278 $6.41M 1.41% +52,882 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,828 shares; 2024Q4: 9,828 shares; 2025Q1: 32,416 shares; 2025Q2: 38,320 shares; 2025Q3: 44,304 shares; 2025Q4: 43,052 shares; 2026Q1: 48,204 shares; 2026Q2: 77,452 shares 77,452 $5.38M 1.18% +29,248 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,989 shares; 2024Q4: 31,200 shares; 2025Q1: 37,414 shares; 2025Q2: 36,772 shares; 2025Q3: 39,212 shares; 2025Q4: 39,496 shares; 2026Q1: 41,233 shares; 2026Q2: 56,378 shares 56,378 $3.99M 0.88% +15,145 Timeline GINN 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: 238,368 shares; 2024Q4: 240,051 shares; 2025Q1: 232,187 shares; 2025Q2: 229,514 shares; 2025Q3: 235,480 shares; 2025Q4: 237,558 shares; 2026Q1: 250,282 shares; 2026Q2: 46,412 shares 46,412 $3.66M 0.8% -203,870 Timeline SCHG 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: 31,764 shares; 2024Q4: 127,056 shares; 2025Q1: 134,862 shares; 2025Q2: 86,312 shares; 2025Q3: 86,312 shares; 2025Q4: 86,312 shares; 2026Q1: 106,086 shares; 2026Q2: 96,624 shares 96,624 $3.27M 0.72% -9,462 Timeline XJR 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: 29,969 shares; 2025Q2: 38,386 shares; 2025Q3: 45,353 shares; 2025Q4: 46,129 shares; 2026Q1: 51,192 shares; 2026Q2: 57,493 shares 57,493 $3.03M 0.67% +6,301 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,086 shares; 2024Q4: 18,340 shares; 2025Q1: 18,290 shares; 2025Q2: 20,480 shares; 2025Q3: 22,979 shares; 2025Q4: 22,685 shares; 2026Q1: 24,427 shares; 2026Q2: 30,967 shares 30,967 $2.53M 0.56% +6,540 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: 6,221 shares; 2024Q4: 6,884 shares; 2025Q1: 6,321 shares; 2025Q2: 6,421 shares; 2025Q3: 6,837 shares; 2025Q4: 7,029 shares; 2026Q1: 7,538 shares; 2026Q2: 7,679 shares 7,679 $2.22M 0.49% +141 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,766 shares; 2024Q4: 39,795 shares; 2025Q1: 39,161 shares; 2025Q2: 39,612 shares; 2025Q3: 40,161 shares; 2025Q4: 41,165 shares; 2026Q1: 40,218 shares; 2026Q2: 41,490 shares 41,490 $2.09M 0.46% +1,272 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: 21,930 shares; 2024Q4: 20,727 shares; 2025Q1: 19,416 shares; 2025Q2: 19,074 shares; 2025Q3: 20,139 shares; 2025Q4: 20,103 shares; 2026Q1: 19,696 shares; 2026Q2: 20,291 shares 20,291 $1.96M 0.43% +595 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,167 shares; 2026Q2: 10,792 shares 10,792 $1.95M 0.43% -375 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: 6,987 shares; 2024Q4: 7,274 shares; 2025Q1: 4,520 shares; 2025Q2: 4,520 shares; 2025Q3: 4,598 shares; 2025Q4: 4,659 shares; 2026Q1: 4,870 shares; 2026Q2: 4,883 shares 4,883 $1.6M 0.35% +13 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: 4,491 shares; 2024Q4: 5,971 shares; 2025Q1: 4,491 shares; 2025Q2: 4,491 shares; 2025Q3: 4,841 shares; 2025Q4: 5,018 shares; 2026Q1: 6,098 shares; 2026Q2: 6,350 shares 6,350 $1.51M 0.33% +252 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: 353 shares; 2024Q4: 392 shares; 2025Q1: 1,825 shares; 2025Q2: 2,341 shares; 2025Q3: 2,734 shares; 2025Q4: 2,721 shares; 2026Q1: 3,064 shares; 2026Q2: 12,532 shares 12,532 $1.5M 0.33% +9,468 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: 36,723 shares; 2024Q4: 18,369 shares; 2025Q1: 13,579 shares; 2025Q2: 10,408 shares; 2025Q3: 10,411 shares; 2025Q4: 10,041 shares; 2026Q1: 9,423 shares; 2026Q2: 9,138 shares 9,138 $1.44M 0.32% -285 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: 25,014 shares; 2024Q4: 25,014 shares; 2025Q1: 25,474 shares; 2025Q2: 25,509 shares; 2025Q3: 25,272 shares; 2025Q4: 25,920 shares; 2026Q1: 28,557 shares; 2026Q2: 33,256 shares 33,256 $1.34M 0.29% +4,699 Timeline SLYV 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: 7,082 shares; 2024Q4: 6,944 shares; 2025Q1: 11,002 shares; 2025Q2: 11,266 shares; 2025Q3: 11,117 shares; 2025Q4: 10,345 shares; 2026Q1: 11,388 shares; 2026Q2: 12,179 shares 12,179 $1.33M 0.29% +791 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,894 shares; 2024Q4: 22,803 shares; 2025Q1: 22,153 shares; 2025Q2: 21,960 shares; 2025Q3: 21,831 shares; 2025Q4: 21,700 shares; 2026Q1: 20,531 shares; 2026Q2: 22,085 shares 22,085 $1.13M 0.25% +1,554 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,587 shares; 2025Q3: 12,587 shares; 2025Q4: 12,587 shares; 2026Q1: 12,587 shares; 2026Q2: 12,587 shares 12,587 $1.04M 0.23% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,236 shares; 2026Q2: 14,437 shares 14,437 $1.04M 0.23% -799 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,536 shares; 2026Q2: 6,117 shares 6,117 $836K 0.18% +581 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,159 shares; 2024Q4: 11,205 shares; 2025Q1: 9,695 shares; 2025Q2: 11,924 shares; 2025Q3: 12,534 shares; 2025Q4: 13,259 shares; 2026Q1: 16,867 shares; 2026Q2: 14,285 shares 14,285 $811K 0.18% -2,582 Timeline VONE 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: 2,138 shares; 2025Q2: not reported; 2025Q3: 664 shares; 2025Q4: 664 shares; 2026Q1: not reported; 2026Q2: 2,050 shares 2,050 $694K 0.15% new 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: 779 shares; 2024Q4: 1,253 shares; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 1,199 shares; 2025Q4: 1,320 shares; 2026Q1: 1,695 shares; 2026Q2: 1,840 shares 1,840 $686K 0.15% +145 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: not reported; 2024Q4: 391 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 374 shares; 2026Q1: 593 shares; 2026Q2: 902 shares 902 $664K 0.15% +309 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: 559 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 828 shares; 2025Q4: 832 shares; 2026Q1: 1,405 shares; 2026Q2: 846 shares 846 $634K 0.14% -559 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: 2,706 shares; 2024Q4: 2,763 shares; 2025Q1: 2,873 shares; 2025Q2: 2,800 shares; 2025Q3: 2,795 shares; 2025Q4: 2,795 shares; 2026Q1: 2,622 shares; 2026Q2: 2,752 shares 2,752 $600K 0.13% +130 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: 14,254 shares; 2024Q4: 14,254 shares; 2025Q1: 14,254 shares; 2025Q2: 14,359 shares; 2025Q3: 14,176 shares; 2025Q4: 14,070 shares; 2026Q1: 12,807 shares; 2026Q2: 12,807 shares 12,807 $568K 0.12% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 826 shares; 2026Q2: 827 shares 827 $568K 0.12% +1 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: 567 shares; 2024Q4: 1,578 shares; 2025Q1: 1,099 shares; 2025Q2: 933 shares; 2025Q3: 999 shares; 2025Q4: 1,021 shares; 2026Q1: 1,282 shares; 2026Q2: 1,120 shares 1,120 $560K 0.12% -162 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: 2,098 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,549 shares; 2025Q4: 2,138 shares; 2026Q1: 2,461 shares; 2026Q2: 2,659 shares 2,659 $532K 0.12% +198 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 675 shares; 2026Q1: 1,016 shares; 2026Q2: 1,487 shares 1,487 $531K 0.12% +471 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: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 792 shares; 2025Q4: 819 shares; 2026Q1: 858 shares; 2026Q2: 881 shares 881 $496K 0.11% +23 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: 1,069 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 964 shares; 2025Q4: 1,124 shares; 2026Q1: 1,267 shares; 2026Q2: 1,391 shares 1,391 $491K 0.11% +124 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: 1,515 shares; 2025Q1: not reported; 2025Q2: 781 shares; 2025Q3: 851 shares; 2025Q4: 1,050 shares; 2026Q1: 1,078 shares; 2026Q2: 1,073 shares 1,073 $451K 0.1% -5 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: 768 shares 768 $446K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,728 shares; 2026Q2: 1,726 shares 1,726 $438K 0.1% -2 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,311 shares; 2024Q4: 6,389 shares; 2025Q1: 6,901 shares; 2025Q2: 16,816 shares; 2025Q3: 5,904 shares; 2025Q4: 6,672 shares; 2026Q1: 7,533 shares; 2026Q2: 7,806 shares 7,806 $370K 0.08% +273 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537 shares; 2026Q1: not reported; 2026Q2: 964 shares 964 $355K 0.08% 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: 949 shares; 2024Q4: 1,636 shares; 2025Q1: 921 shares; 2025Q2: 921 shares; 2025Q3: 968 shares; 2025Q4: 1,036 shares; 2026Q1: 1,018 shares; 2026Q2: 1,034 shares 1,034 $355K 0.08% +16 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 437 shares 437 $326K 0.07% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,349 shares; 2025Q3: 3,846 shares; 2025Q4: 3,853 shares; 2026Q1: 3,508 shares; 2026Q2: 3,730 shares 3,730 $309K 0.07% +222 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,654 shares 6,654 $274K 0.06% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP 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: 996 shares; 2026Q1: 1,000 shares; 2026Q2: 995 shares 995 $274K 0.06% -5 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,675 shares 3,675 $262K 0.06% new 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: 11,110 shares; 2024Q4: 11,110 shares; 2025Q1: 11,110 shares; 2025Q2: 11,110 shares; 2025Q3: 11,110 shares; 2025Q4: 11,110 shares; 2026Q1: 11,110 shares; 2026Q2: 11,110 shares 11,110 $257K 0.06% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,606 shares; 2024Q4: 10,606 shares; 2025Q1: 10,606 shares; 2025Q2: 10,606 shares; 2025Q3: 10,606 shares; 2025Q4: 10,606 shares; 2026Q1: 10,606 shares; 2026Q2: 10,606 shares 10,606 $257K 0.06% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,162 shares; 2024Q4: 10,162 shares; 2025Q1: 10,162 shares; 2025Q2: 10,162 shares; 2025Q3: 10,162 shares; 2025Q4: 10,162 shares; 2026Q1: 10,162 shares; 2026Q2: 10,162 shares 10,162 $257K 0.06% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,575 shares; 2024Q4: 10,575 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,575 shares; 2026Q1: 10,575 shares; 2026Q2: 10,575 shares 10,575 $256K 0.06% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,698 shares; 2024Q4: 11,698 shares; 2025Q1: 11,698 shares; 2025Q2: 11,698 shares; 2025Q3: 11,698 shares; 2025Q4: 11,698 shares; 2026Q1: 11,698 shares; 2026Q2: 11,698 shares 11,698 $253K 0.06% 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: 11,430 shares; 2024Q4: 11,430 shares; 2025Q1: 11,430 shares; 2025Q2: 11,430 shares; 2025Q3: 11,430 shares; 2025Q4: 11,430 shares; 2026Q1: 11,430 shares; 2026Q2: 11,430 shares 11,430 $253K 0.06% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,306 shares; 2024Q4: 11,306 shares; 2025Q1: 11,306 shares; 2025Q2: 11,306 shares; 2025Q3: 11,306 shares; 2025Q4: 11,306 shares; 2026Q1: 11,306 shares; 2026Q2: 11,306 shares 11,306 $253K 0.06% 0 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: 11,027 shares; 2024Q4: 11,027 shares; 2025Q1: 11,027 shares; 2025Q2: 11,027 shares; 2025Q3: 11,027 shares; 2025Q4: 11,027 shares; 2026Q1: 11,027 shares; 2026Q2: 11,027 shares 11,027 $252K 0.06% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,986 shares; 2026Q2: 2,095 shares 2,095 $237K 0.05% +109 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,945 shares; 2026Q1: 4,127 shares; 2026Q2: 4,090 shares 4,090 $233K 0.05% -37 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: not reported; 2025Q4: not reported; 2026Q1: 2,287 shares; 2026Q2: 2,298 shares 2,298 $224K 0.05% +11 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,238 shares 2,238 $204K 0.04% new Timeline