IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,694 shares; 2025Q3: 132,706 shares; 2025Q4: 140,497 shares; 2026Q1: 153,195 shares; 2026Q2: 158,526 shares; 2026Q3: 163,484 shares 163,484 $68M 26.78% +4,958 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 159,286 shares; 2025Q2: 239,153 shares; 2025Q3: 294,853 shares; 2025Q4: 223,947 shares; 2026Q1: 271,386 shares; 2026Q2: 363,706 shares; 2026Q3: 562,086 shares 562,086 $51.5M 20.27% +198,380 Timeline DMX DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 432,891 shares; 2025Q3: 477,047 shares; 2025Q4: 539,903 shares; 2026Q1: 558,329 shares; 2026Q2: 591,868 shares; 2026Q3: 619,706 shares 619,706 $30.4M 11.96% +27,838 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; 2024Q4: 371,148 shares; 2025Q1: 388,320 shares; 2025Q2: 523,024 shares; 2025Q3: 539,287 shares; 2025Q4: 564,385 shares; 2026Q1: 573,822 shares; 2026Q2: 586,032 shares; 2026Q3: 605,739 shares 605,739 $22.8M 8.97% +19,707 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; 2024Q4: 233,487 shares; 2025Q1: 251,211 shares; 2025Q2: 254,889 shares; 2025Q3: 257,084 shares; 2025Q4: 266,474 shares; 2026Q1: 269,104 shares; 2026Q2: 275,412 shares; 2026Q3: 286,152 shares 286,152 $11.4M 4.47% +10,740 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; 2024Q4: 1,494,873 shares; 2025Q1: 1,653,037 shares; 2025Q2: 281,270 shares; 2025Q3: 276,252 shares; 2025Q4: 272,913 shares; 2026Q1: 246,649 shares; 2026Q2: 257,723 shares; 2026Q3: 250,156 shares 250,156 $11.1M 4.38% -7,567 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,462 shares; 2025Q3: 158,319 shares; 2025Q4: 180,353 shares; 2026Q1: 189,909 shares; 2026Q2: 201,663 shares; 2026Q3: 212,386 shares 212,386 $9.23M 3.63% +10,723 Timeline XLU 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,098 shares; 2025Q3: 61,299 shares; 2025Q4: 138,098 shares; 2026Q1: 138,751 shares; 2026Q2: 146,230 shares; 2026Q3: 153,827 shares 153,827 $6.07M 2.39% +7,597 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,587 shares; 2025Q1: 1,456 shares; 2025Q2: 19,254 shares; 2025Q3: 20,930 shares; 2025Q4: 24,644 shares; 2026Q1: 24,654 shares; 2026Q2: 25,990 shares; 2026Q3: 26,317 shares 26,317 $5.74M 2.26% +327 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,677 shares; 2025Q1: 48,855 shares; 2025Q2: 56,170 shares; 2025Q3: 62,196 shares; 2025Q4: 69,059 shares; 2026Q1: 67,814 shares; 2026Q2: 79,531 shares; 2026Q3: 84,907 shares 84,907 $4.74M 1.87% +5,376 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; 2024Q4: 126,917 shares; 2025Q1: 127,268 shares; 2025Q2: 32,200 shares; 2025Q3: 30,685 shares; 2025Q4: 30,497 shares; 2026Q1: 28,088 shares; 2026Q2: 28,564 shares; 2026Q3: 27,261 shares 27,261 $4.23M 1.67% -1,303 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,312 shares; 2025Q1: 57,487 shares; 2025Q2: 56,766 shares; 2025Q3: 59,368 shares; 2025Q4: 65,782 shares; 2026Q1: 76,342 shares; 2026Q2: 81,777 shares; 2026Q3: 88,440 shares 88,440 $4.13M 1.62% +6,663 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,492 shares; 2025Q1: 24,015 shares; 2025Q2: 35,497 shares; 2025Q3: 36,996 shares; 2025Q4: 46,749 shares; 2026Q1: 62,389 shares; 2026Q2: 66,816 shares; 2026Q3: 71,626 shares 71,626 $3.39M 1.33% +4,810 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,079 shares 10,079 $3.02M 1.19% new 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; 2024Q4: 3,507 shares; 2025Q1: 3,558 shares; 2025Q2: 3,465 shares; 2025Q3: 3,467 shares; 2025Q4: 3,460 shares; 2026Q1: 3,463 shares; 2026Q2: 2,979 shares; 2026Q3: 2,957 shares 2,957 $2.26M 0.89% -22 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; 2024Q4: 487,246 shares; 2025Q1: 525,264 shares; 2025Q2: 62,336 shares; 2025Q3: 59,792 shares; 2025Q4: 59,099 shares; 2026Q1: 51,059 shares; 2026Q2: 50,723 shares; 2026Q3: 46,331 shares 46,331 $2.15M 0.85% -4,392 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; 2024Q4: 535 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,434 shares 1,434 $1.06M 0.42% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,006 shares; 2025Q1: 2,859 shares; 2025Q2: 2,655 shares; 2025Q3: 2,648 shares; 2025Q4: 2,648 shares; 2026Q1: 2,778 shares; 2026Q2: 3,346 shares; 2026Q3: 3,644 shares 3,644 $832K 0.33% +298 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 181,009 shares; 2025Q1: 193,789 shares; 2025Q2: 26,202 shares; 2025Q3: 24,893 shares; 2025Q4: 24,242 shares; 2026Q1: 19,457 shares; 2026Q2: 19,640 shares; 2026Q3: 18,947 shares 18,947 $760K 0.3% -693 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 874 shares 874 $669K 0.26% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,292 shares 1,292 $643K 0.25% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,395 shares; 2025Q1: 1,547 shares; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 1,456 shares; 2026Q1: 1,698 shares; 2026Q2: 1,728 shares; 2026Q3: 1,814 shares 1,814 $604K 0.24% +86 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 434 shares; 2026Q3: 799 shares 799 $560K 0.22% +365 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 396 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 936 shares 936 $480K 0.19% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,397 shares; 2025Q1: 5,755 shares; 2025Q2: 5,755 shares; 2025Q3: 5,755 shares; 2025Q4: 5,755 shares; 2026Q1: 5,755 shares; 2026Q2: 5,755 shares; 2026Q3: 5,755 shares 5,755 $455K 0.18% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,191 shares 2,191 $429K 0.17% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,179 shares; 2026Q2: 5,466 shares; 2026Q3: 5,466 shares 5,466 $418K 0.16% 0 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; 2024Q4: 7,432 shares; 2025Q1: 7,479 shares; 2025Q2: 8,043 shares; 2025Q3: 6,590 shares; 2025Q4: 6,709 shares; 2026Q1: 4,884 shares; 2026Q2: 5,180 shares; 2026Q3: 4,777 shares 4,777 $393K 0.15% -403 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,856 shares; 2026Q3: 15,984 shares 15,984 $378K 0.15% +3,128 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,130 shares; 2026Q2: 10,130 shares; 2026Q3: 13,645 shares 13,645 $375K 0.15% +3,515 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,798 shares; 2025Q4: 3,798 shares; 2026Q1: 6,217 shares; 2026Q2: 6,217 shares; 2026Q3: 6,217 shares 6,217 $369K 0.15% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,046 shares 10,046 $361K 0.14% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,038 shares 1,038 $343K 0.14% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,471 shares; 2025Q4: 11,471 shares; 2026Q1: 14,116 shares; 2026Q2: 14,116 shares; 2026Q3: 11,173 shares 11,173 $335K 0.13% -2,943 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,688 shares; 2026Q2: 12,376 shares; 2026Q3: 12,376 shares 12,376 $311K 0.12% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,678 shares; 2025Q1: 1,678 shares; 2025Q2: 1,495 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares; 2026Q2: 1,323 shares; 2026Q3: 1,323 shares 1,323 $306K 0.12% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,400 shares 2,400 $301K 0.12% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,302 shares 2,302 $289K 0.11% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 884 shares; 2026Q1: 989 shares; 2026Q2: 1,109 shares; 2026Q3: 1,155 shares 1,155 $288K 0.11% +46 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,393 shares; 2026Q2: 4,974 shares; 2026Q3: 4,974 shares 4,974 $282K 0.11% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 996 shares; 2026Q3: 996 shares 996 $277K 0.11% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 449 shares 449 $273K 0.11% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,952 shares 2,952 $264K 0.1% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 687 shares; 2026Q3: 688 shares 688 $257K 0.1% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,736 shares; 2025Q4: 2,744 shares; 2026Q1: 2,853 shares; 2026Q2: 2,860 shares; 2026Q3: 2,859 shares 2,859 $257K 0.1% -1 Timeline MFP MIDERA FOOD PROCESSING INC More: the full row for MIDERA FOOD PROCESSING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,261 shares 6,261 $256K 0.1% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,157 shares; 2026Q3: 5,157 shares 5,157 $251K 0.1% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,072 shares 2,072 $223K 0.09% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 615 shares 615 $212K 0.08% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 861 shares; 2026Q3: 861 shares 861 $201K 0.08% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,990 shares; 2026Q3: 3,990 shares 3,990 $200K 0.08% 0 Timeline