EBI RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,389,114 shares; 2025Q2: 1,261,754 shares; 2025Q3: 1,222,305 shares; 2025Q4: 1,174,242 shares; 2026Q1: 1,155,788 shares; 2026Q2: 1,108,928 shares 1,108,928 $72M 15.37% -46,860 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: 90,963 shares; 2024Q4: 85,310 shares; 2025Q1: 93,042 shares; 2025Q2: 98,684 shares; 2025Q3: 102,572 shares; 2025Q4: 103,094 shares; 2026Q1: 104,431 shares; 2026Q2: 104,449 shares 104,449 $71.7M 15.31% +18 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: not reported; 2024Q4: 1,167,405 shares; 2025Q1: 1,285,590 shares; 2025Q2: 1,253,779 shares; 2025Q3: 1,207,659 shares; 2025Q4: 1,238,373 shares; 2026Q1: 1,260,926 shares; 2026Q2: 1,270,580 shares 1,270,580 $65.7M 14.01% +9,654 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 860,875 shares; 2025Q3: 1,010,441 shares; 2025Q4: 1,079,270 shares; 2026Q1: 1,096,790 shares; 2026Q2: 1,139,283 shares 1,139,283 $42.4M 9.06% +42,493 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,438 shares; 2025Q3: 91,093 shares; 2025Q4: 93,637 shares; 2026Q1: 96,357 shares; 2026Q2: 94,409 shares 94,409 $28.6M 6.1% -1,948 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 144,015 shares; 2025Q1: 215,202 shares; 2025Q2: 250,656 shares; 2025Q3: 271,723 shares; 2025Q4: 280,214 shares; 2026Q1: 284,662 shares; 2026Q2: 289,884 shares 289,884 $23.9M 5.09% +5,222 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: 237,431 shares 237,431 $21.7M 4.62% new Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,662 shares; 2025Q4: 136,454 shares; 2026Q1: 133,831 shares; 2026Q2: 141,558 shares 141,558 $12.8M 2.73% +7,727 Timeline SCHF 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: 244,509 shares; 2024Q4: 501,013 shares; 2025Q1: 496,532 shares; 2025Q2: 460,267 shares; 2025Q3: 460,097 shares; 2025Q4: 446,269 shares; 2026Q1: 430,965 shares; 2026Q2: 419,909 shares 419,909 $11.6M 2.48% -11,056 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185,505 shares; 2025Q3: 192,305 shares; 2025Q4: 198,493 shares; 2026Q1: 193,609 shares; 2026Q2: 203,314 shares 203,314 $9.17M 1.96% +9,705 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: 381,856 shares; 2024Q4: 431,155 shares; 2025Q1: 454,796 shares; 2025Q2: 107,786 shares; 2025Q3: 104,581 shares; 2025Q4: 94,518 shares; 2026Q1: 91,017 shares; 2026Q2: 85,126 shares 85,126 $8.12M 1.73% -5,891 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: 66,991 shares; 2024Q4: 66,898 shares; 2025Q1: 69,832 shares; 2025Q2: 17,432 shares; 2025Q3: 16,694 shares; 2025Q4: 15,389 shares; 2026Q1: 14,901 shares; 2026Q2: 87,137 shares 87,137 $7.51M 1.6% +72,236 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: 60,887 shares; 2025Q3: 68,809 shares; 2025Q4: 73,019 shares; 2026Q1: 69,147 shares; 2026Q2: 72,144 shares 72,144 $7.43M 1.59% +2,997 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: 12,268 shares; 2024Q4: 12,091 shares; 2025Q1: 10,571 shares; 2025Q2: 10,500 shares; 2025Q3: 10,318 shares; 2025Q4: 9,962 shares; 2026Q1: 9,905 shares; 2026Q2: 9,403 shares 9,403 $6.92M 1.48% -502 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: 11,838 shares; 2024Q4: 12,609 shares; 2025Q1: 11,584 shares; 2025Q2: 19,707 shares; 2025Q3: 19,962 shares; 2025Q4: 20,306 shares; 2026Q1: 20,464 shares; 2026Q2: 19,436 shares 19,436 $5.62M 1.2% -1,028 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: 10,347 shares; 2024Q4: 10,215 shares; 2025Q1: 10,625 shares; 2025Q2: 24,754 shares; 2025Q3: 26,019 shares; 2025Q4: 30,556 shares; 2026Q1: 26,269 shares; 2026Q2: 26,140 shares 26,140 $5.23M 1.12% -129 Timeline SPYG 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: 63,467 shares; 2024Q4: 59,649 shares; 2025Q1: 57,665 shares; 2025Q2: 53,429 shares; 2025Q3: 52,236 shares; 2025Q4: 44,845 shares; 2026Q1: 44,449 shares; 2026Q2: 43,668 shares 43,668 $5.2M 1.11% -781 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: 6,417 shares; 2024Q4: 6,463 shares; 2025Q1: 6,385 shares; 2025Q2: 6,344 shares; 2025Q3: 6,327 shares; 2025Q4: 6,308 shares; 2026Q1: 6,303 shares; 2026Q2: 6,303 shares 6,303 $4.72M 1.01% 0 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: 7,894 shares; 2024Q4: 7,986 shares; 2025Q1: 7,342 shares; 2025Q2: 11,210 shares; 2025Q3: 11,246 shares; 2025Q4: 11,456 shares; 2026Q1: 10,157 shares; 2026Q2: 11,016 shares 11,016 $4.11M 0.88% +859 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: 7,717 shares; 2024Q4: 7,776 shares; 2025Q1: 7,119 shares; 2025Q2: 9,808 shares; 2025Q3: 9,953 shares; 2025Q4: 9,990 shares; 2026Q1: 10,201 shares; 2026Q2: 9,501 shares 9,501 $3.36M 0.72% -700 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,089 shares; 2025Q3: 55,089 shares; 2025Q4: 55,524 shares; 2026Q1: 55,204 shares; 2026Q2: 55,204 shares 55,204 $2.7M 0.58% 0 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: 2,662 shares; 2024Q4: 2,546 shares; 2025Q1: 2,095 shares; 2025Q2: 5,292 shares; 2025Q3: 5,571 shares; 2025Q4: 5,711 shares; 2026Q1: 5,699 shares; 2026Q2: 5,574 shares 5,574 $1.99M 0.43% -125 Timeline DFLV 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: 516,274 shares; 2025Q1: 571,433 shares; 2025Q2: 566,242 shares; 2025Q3: 575,571 shares; 2025Q4: 594,638 shares; 2026Q1: 599,600 shares; 2026Q2: 49,996 shares 49,996 $1.98M 0.42% -549,604 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: 24,486 shares; 2025Q2: 23,168 shares; 2025Q3: 26,875 shares; 2025Q4: 29,926 shares; 2026Q1: 31,869 shares; 2026Q2: 41,414 shares 41,414 $1.93M 0.41% +9,545 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,572 shares; 2025Q1: 21,394 shares; 2025Q2: 21,394 shares; 2025Q3: 21,394 shares; 2025Q4: 21,394 shares; 2026Q1: 21,394 shares; 2026Q2: 21,394 shares 21,394 $1.79M 0.38% 0 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: 34,514 shares; 2024Q4: 34,895 shares; 2025Q1: 35,073 shares; 2025Q2: 35,154 shares; 2025Q3: 35,154 shares; 2025Q4: 34,154 shares; 2026Q1: 34,154 shares; 2026Q2: 34,154 shares 34,154 $1.72M 0.37% 0 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: 3,182 shares; 2024Q4: 3,464 shares; 2025Q1: 2,599 shares; 2025Q2: 3,840 shares; 2025Q3: 4,111 shares; 2025Q4: 4,394 shares; 2026Q1: 4,350 shares; 2026Q2: 4,355 shares 4,355 $1.65M 0.35% +5 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: 5,794 shares; 2024Q4: 5,885 shares; 2025Q1: 5,672 shares; 2025Q2: 5,672 shares; 2025Q3: 5,730 shares; 2025Q4: 6,014 shares; 2026Q1: 6,415 shares; 2026Q2: 6,265 shares 6,265 $1.49M 0.32% -150 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,935 shares; 2024Q4: 102,475 shares; 2025Q1: 100,734 shares; 2025Q2: 6,969 shares; 2025Q3: 7,839 shares; 2025Q4: 7,862 shares; 2026Q1: 8,237 shares; 2026Q2: 10,254 shares 10,254 $1.46M 0.31% +2,017 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: 11,089 shares; 2024Q4: 10,991 shares; 2025Q1: 3,772 shares; 2025Q2: 3,772 shares; 2025Q3: 3,772 shares; 2025Q4: 7,545 shares; 2026Q1: 7,425 shares; 2026Q2: 7,430 shares 7,430 $1.42M 0.3% +5 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: 13,760 shares; 2024Q4: 14,147 shares; 2025Q1: 14,003 shares; 2025Q2: 14,003 shares; 2025Q3: 14,003 shares; 2025Q4: 13,776 shares; 2026Q1: 13,668 shares; 2026Q2: 13,665 shares 13,665 $1.32M 0.28% -3 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,136,655 shares; 2024Q4: 494,733 shares; 2025Q1: 23,359 shares; 2025Q2: 23,231 shares; 2025Q3: 23,076 shares; 2025Q4: 20,731 shares; 2026Q1: 16,964 shares; 2026Q2: 16,530 shares 16,530 $1.24M 0.26% -434 Timeline SPTI 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: 53,322 shares; 2024Q4: 55,818 shares; 2025Q1: 51,651 shares; 2025Q2: 45,604 shares; 2025Q3: 44,263 shares; 2025Q4: 39,385 shares; 2026Q1: 41,668 shares; 2026Q2: 43,618 shares 43,618 $1.24M 0.26% +1,950 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares; 2026Q1: 1,162 shares; 2026Q2: 1,062 shares 1,062 $1.23M 0.26% -100 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: 21,244 shares; 2024Q4: 21,244 shares; 2025Q1: 20,345 shares; 2025Q2: 20,925 shares; 2025Q3: 20,925 shares; 2025Q4: 21,449 shares; 2026Q1: 21,196 shares; 2026Q2: 21,131 shares 21,131 $1.19M 0.25% -65 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: 1,386 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,880 shares; 2025Q3: 1,903 shares; 2025Q4: 1,969 shares; 2026Q1: 2,035 shares; 2026Q2: 2,050 shares 2,050 $1.19M 0.25% +15 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,816 shares 14,816 $1.18M 0.25% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,974 shares; 2024Q4: 30,812 shares; 2025Q1: 26,673 shares; 2025Q2: 24,020 shares; 2025Q3: 22,846 shares; 2025Q4: 19,967 shares; 2026Q1: 19,983 shares; 2026Q2: 21,084 shares 21,084 $1.02M 0.22% +1,101 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: 135,507 shares; 2024Q4: 70,721 shares; 2025Q1: 3,677 shares; 2025Q2: 3,365 shares; 2025Q3: 3,332 shares; 2025Q4: 3,703 shares; 2026Q1: 3,347 shares; 2026Q2: 3,347 shares 3,347 $1.01M 0.22% 0 Timeline SCHZ 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: 31,774 shares; 2024Q4: 64,784 shares; 2025Q1: 53,685 shares; 2025Q2: 46,234 shares; 2025Q3: 41,544 shares; 2025Q4: 36,847 shares; 2026Q1: 35,981 shares; 2026Q2: 42,426 shares 42,426 $981K 0.21% +6,445 Timeline QQMG 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: 10,304 shares; 2025Q3: 13,902 shares; 2025Q4: 14,086 shares; 2026Q1: 15,086 shares; 2026Q2: 18,162 shares 18,162 $930K 0.2% +3,076 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: 10,020 shares; 2024Q4: 9,932 shares; 2025Q1: 9,548 shares; 2025Q2: 6,689 shares; 2025Q3: 6,853 shares; 2025Q4: 7,866 shares; 2026Q1: 8,238 shares; 2026Q2: 8,456 shares 8,456 $900K 0.19% +218 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 3,677 shares; 2026Q1: 3,676 shares; 2026Q2: 3,667 shares 3,667 $899K 0.19% -9 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,998 shares; 2024Q4: 24,995 shares; 2025Q1: 22,250 shares; 2025Q2: 19,782 shares; 2025Q3: 18,866 shares; 2025Q4: 16,171 shares; 2026Q1: 16,448 shares; 2026Q2: 17,456 shares 17,456 $806K 0.17% +1,008 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,434 shares; 2024Q4: 88,316 shares; 2025Q1: 83,532 shares; 2025Q2: 9,082 shares; 2025Q3: 10,505 shares; 2025Q4: 10,539 shares; 2026Q1: 11,056 shares; 2026Q2: 13,277 shares 13,277 $743K 0.16% +2,221 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,401 shares; 2024Q4: 1,354 shares; 2025Q1: not reported; 2025Q2: 2,191 shares; 2025Q3: 2,184 shares; 2025Q4: 2,200 shares; 2026Q1: 2,061 shares; 2026Q2: 2,059 shares 2,059 $674K 0.14% -2 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,353 shares; 2024Q4: 2,400 shares; 2025Q1: 1,923 shares; 2025Q2: 1,929 shares; 2025Q3: 1,944 shares; 2025Q4: 2,258 shares; 2026Q1: 2,388 shares; 2026Q2: 2,466 shares 2,466 $667K 0.14% +78 Timeline PRVS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,438 shares; 2025Q3: 14,006 shares; 2025Q4: 14,910 shares; 2026Q1: 15,356 shares; 2026Q2: 20,248 shares 20,248 $666K 0.14% +4,892 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: 5,387 shares; 2026Q2: 4,180 shares 4,180 $584K 0.12% -1,207 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: 437 shares; 2025Q3: 318 shares; 2025Q4: 490 shares; 2026Q1: 483 shares; 2026Q2: 468 shares 468 $561K 0.12% -15 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: 1,173 shares; 2024Q4: 1,161 shares; 2025Q1: 1,161 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares; 2026Q2: 4,504 shares 4,504 $559K 0.12% +3,378 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,425 shares; 2024Q4: 8,425 shares; 2025Q1: 8,425 shares; 2025Q2: 8,425 shares; 2025Q3: 8,383 shares; 2025Q4: 8,383 shares; 2026Q1: 8,383 shares; 2026Q2: 8,327 shares 8,327 $497K 0.11% -56 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: 24,686 shares; 2024Q4: 24,765 shares; 2025Q1: 24,765 shares; 2025Q2: 26,491 shares; 2025Q3: 26,574 shares; 2025Q4: 27,377 shares; 2026Q1: 27,149 shares; 2026Q2: 26,917 shares 26,917 $477K 0.1% -232 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 1,214 shares; 2025Q1: 1,200 shares; 2025Q2: 1,404 shares; 2025Q3: 1,407 shares; 2025Q4: 1,384 shares; 2026Q1: 1,314 shares; 2026Q2: 1,313 shares 1,313 $448K 0.1% -1 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: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 3,496 shares 3,496 $418K 0.09% +3,059 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: 954 shares; 2026Q2: 954 shares 954 $413K 0.09% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 688 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 954 shares 954 $397K 0.08% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 833 shares; 2024Q4: 833 shares; 2025Q1: 533 shares; 2025Q2: 661 shares; 2025Q3: 602 shares; 2025Q4: 629 shares; 2026Q1: 624 shares; 2026Q2: 618 shares 618 $392K 0.08% -6 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: 913 shares; 2024Q4: 915 shares; 2025Q1: 526 shares; 2025Q2: 583 shares; 2025Q3: 557 shares; 2025Q4: 541 shares; 2026Q1: 541 shares; 2026Q2: 523 shares 523 $390K 0.08% -18 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: 1,095 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares 525 $380K 0.08% new Timeline ESGD 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: 96,145 shares; 2025Q1: 98,009 shares; 2025Q2: 8,261 shares; 2025Q3: 10,462 shares; 2025Q4: 10,756 shares; 2026Q1: 11,240 shares; 2026Q2: 3,675 shares 3,675 $378K 0.08% -7,565 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,549 shares; 2024Q4: 2,549 shares; 2025Q1: 2,496 shares; 2025Q2: 2,838 shares; 2025Q3: 2,949 shares; 2025Q4: 2,631 shares; 2026Q1: 2,399 shares; 2026Q2: 2,407 shares 2,407 $377K 0.08% +8 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: not reported; 2025Q4: 707 shares; 2026Q1: 942 shares; 2026Q2: 890 shares 890 $374K 0.08% -52 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: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $358K 0.08% 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: 1,234 shares; 2025Q3: 1,174 shares; 2025Q4: 1,213 shares; 2026Q1: 915 shares; 2026Q2: 1,036 shares 1,036 $355K 0.08% +121 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 549 shares 549 $351K 0.07% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,140 shares 1,140 $344K 0.07% 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: 318 shares; 2026Q2: 317 shares 317 $338K 0.07% -1 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: 2,989 shares; 2025Q3: 2,982 shares; 2025Q4: 2,920 shares; 2026Q1: 2,978 shares; 2026Q2: 2,917 shares 2,917 $330K 0.07% -61 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,613 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,061 shares 1,061 $316K 0.07% new 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: 758 shares; 2024Q4: 760 shares; 2025Q1: not reported; 2025Q2: 916 shares; 2025Q3: 940 shares; 2025Q4: 934 shares; 2026Q1: 929 shares; 2026Q2: 893 shares 893 $315K 0.07% -36 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,897 shares 1,897 $307K 0.07% 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: 1,669 shares; 2025Q3: 1,237 shares; 2025Q4: 1,257 shares; 2026Q1: 1,266 shares; 2026Q2: 1,181 shares 1,181 $300K 0.06% -85 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: 5,459 shares; 2024Q4: 63,418 shares; 2025Q1: 4,772 shares; 2025Q2: not reported; 2025Q3: 5,518 shares; 2025Q4: 4,588 shares; 2026Q1: 5,240 shares; 2026Q2: 5,721 shares 5,721 $289K 0.06% +481 Timeline SCHV 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: 26,901 shares; 2024Q4: 79,689 shares; 2025Q1: 9,801 shares; 2025Q2: 9,001 shares; 2025Q3: 9,001 shares; 2025Q4: 9,001 shares; 2026Q1: 8,096 shares; 2026Q2: 8,096 shares 8,096 $282K 0.06% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,773 shares; 2025Q3: 4,994 shares; 2025Q4: 5,033 shares; 2026Q1: 4,921 shares; 2026Q2: 4,915 shares 4,915 $280K 0.06% -6 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: 1,880 shares; 2025Q4: 1,893 shares; 2026Q1: 1,892 shares; 2026Q2: 1,887 shares 1,887 $270K 0.06% -5 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,239 shares; 2024Q4: 139,740 shares; 2025Q1: 5,274 shares; 2025Q2: 5,021 shares; 2025Q3: 5,018 shares; 2025Q4: 3,664 shares; 2026Q1: 3,265 shares; 2026Q2: 2,892 shares 2,892 $258K 0.06% -373 Timeline PWZ 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: 8,759 shares; 2025Q1: 8,832 shares; 2025Q2: 8,858 shares; 2025Q3: not reported; 2025Q4: 20,039 shares; 2026Q1: 20,039 shares; 2026Q2: 10,239 shares 10,239 $251K 0.05% -9,800 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 507 shares; 2025Q3: 499 shares; 2025Q4: 524 shares; 2026Q1: 600 shares; 2026Q2: 486 shares 486 $250K 0.05% -114 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 4,278 shares; 2026Q1: 4,278 shares; 2026Q2: 2,478 shares 2,478 $249K 0.05% -1,800 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 484 shares; 2025Q3: 493 shares; 2025Q4: not reported; 2026Q1: 485 shares; 2026Q2: 480 shares 480 $249K 0.05% -5 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: 2,106 shares 2,106 $247K 0.05% new 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: 1,280 shares; 2024Q4: 1,182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 697 shares 697 $239K 0.05% 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: 119 shares 119 $236K 0.05% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: 253 shares; 2025Q1: 237 shares; 2025Q2: 234 shares; 2025Q3: 235 shares; 2025Q4: 250 shares; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $233K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,473 shares; 2024Q4: 2,282 shares; 2025Q1: 2,262 shares; 2025Q2: 2,809 shares; 2025Q3: 2,727 shares; 2025Q4: 2,705 shares; 2026Q1: 2,329 shares; 2026Q2: 2,377 shares 2,377 $229K 0.05% +48 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 496 shares; 2026Q2: 491 shares 491 $225K 0.05% -5 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,876 shares; 2024Q4: 5,711 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,396 shares; 2025Q4: 5,237 shares; 2026Q1: 5,799 shares; 2026Q2: 5,713 shares 5,713 $224K 0.05% -86 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 874 shares 874 $223K 0.05% 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: 1,450 shares; 2024Q4: 1,439 shares; 2025Q1: not reported; 2025Q2: 1,125 shares; 2025Q3: 1,175 shares; 2025Q4: 1,012 shares; 2026Q1: 932 shares; 2026Q2: 849 shares 849 $214K 0.05% -83 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,510 shares; 2024Q4: 4,462 shares; 2025Q1: 2,261 shares; 2025Q2: 3,124 shares; 2025Q3: 2,955 shares; 2025Q4: 2,852 shares; 2026Q1: 2,586 shares; 2026Q2: 2,281 shares 2,281 $207K 0.04% -305 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares; 2026Q2: 565 shares 565 $205K 0.04% -15 Timeline