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: 720,221 shares; 2024Q4: 740,965 shares; 2025Q1: 753,724 shares; 2025Q2: 761,703 shares; 2025Q3: 810,180 shares; 2025Q4: 852,380 shares; 2026Q1: 881,511 shares; 2026Q2: 871,463 shares 871,463 $38.7M 9.91% -10,048 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: 165,834 shares; 2024Q4: 166,942 shares; 2025Q1: 184,099 shares; 2025Q2: 206,552 shares; 2025Q3: 212,066 shares; 2025Q4: 241,223 shares; 2026Q1: 276,823 shares; 2026Q2: 296,736 shares 296,736 $38M 9.74% +19,913 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: 578,536 shares; 2024Q4: 649,730 shares; 2025Q1: 674,220 shares; 2025Q2: 690,718 shares; 2025Q3: 701,565 shares; 2025Q4: 728,285 shares; 2026Q1: 743,701 shares; 2026Q2: 750,319 shares 750,319 $28M 7.17% +6,618 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: 224,677 shares; 2024Q4: 246,133 shares; 2025Q1: 262,834 shares; 2025Q2: 272,493 shares; 2025Q3: 276,722 shares; 2025Q4: 282,417 shares; 2026Q1: 285,656 shares; 2026Q2: 306,872 shares 306,872 $27.4M 7.02% +21,216 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603,949 shares; 2024Q4: 618,217 shares; 2025Q1: 624,979 shares; 2025Q2: 605,851 shares; 2025Q3: 613,767 shares; 2025Q4: 627,975 shares; 2026Q1: 629,397 shares; 2026Q2: 595,793 shares 595,793 $21.9M 5.63% -33,604 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,011 shares; 2025Q1: 221,610 shares; 2025Q2: 242,683 shares; 2025Q3: 249,083 shares; 2025Q4: 257,952 shares; 2026Q1: 261,547 shares; 2026Q2: 267,027 shares 267,027 $18M 4.63% +5,480 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: 45,425 shares; 2024Q4: 45,985 shares; 2025Q1: 54,855 shares; 2025Q2: 58,088 shares; 2025Q3: 66,864 shares; 2025Q4: 70,959 shares; 2026Q1: 72,016 shares; 2026Q2: 71,371 shares 71,371 $15.6M 3.99% -645 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,443 shares; 2025Q4: 50,158 shares; 2026Q1: 106,655 shares; 2026Q2: 190,727 shares 190,727 $15.1M 3.86% +84,072 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,170 shares; 2024Q4: 138,367 shares; 2025Q1: 138,827 shares; 2025Q2: 134,313 shares; 2025Q3: 124,313 shares; 2025Q4: 111,314 shares; 2026Q1: 110,795 shares; 2026Q2: 110,795 shares 110,795 $14.9M 3.83% 0 Timeline VUSB 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; 2024Q3: 66,227 shares; 2024Q4: 69,728 shares; 2025Q1: 76,840 shares; 2025Q2: 87,137 shares; 2025Q3: 104,037 shares; 2025Q4: 123,182 shares; 2026Q1: 193,730 shares; 2026Q2: 270,624 shares 270,624 $13.5M 3.45% +76,894 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,926 shares; 2024Q4: 284,059 shares; 2025Q1: 295,218 shares; 2025Q2: 278,907 shares; 2025Q3: 283,514 shares; 2025Q4: 294,698 shares; 2026Q1: 300,436 shares; 2026Q2: 305,765 shares 305,765 $12.4M 3.19% +5,329 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,197 shares; 2024Q4: 70,326 shares; 2025Q1: 82,986 shares; 2025Q2: 90,182 shares; 2025Q3: 98,580 shares; 2025Q4: 226,173 shares; 2026Q1: 236,875 shares; 2026Q2: 245,301 shares 245,301 $12.4M 3.19% +8,426 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; 2024Q3: 152,369 shares; 2024Q4: 190,581 shares; 2025Q1: 196,141 shares; 2025Q2: 203,554 shares; 2025Q3: 213,414 shares; 2025Q4: 227,396 shares; 2026Q1: 211,339 shares; 2026Q2: 154,196 shares 154,196 $12M 3.08% -57,143 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: 144,111 shares; 2024Q4: 144,365 shares; 2025Q1: 144,826 shares; 2025Q2: 176,090 shares; 2025Q3: 175,091 shares; 2025Q4: 199,412 shares; 2026Q1: 227,572 shares; 2026Q2: 228,534 shares 228,534 $11.8M 3.03% +962 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: 14,372 shares; 2024Q4: 15,107 shares; 2025Q1: 15,303 shares; 2025Q2: 15,855 shares; 2025Q3: 16,438 shares; 2025Q4: 17,825 shares; 2026Q1: 19,396 shares; 2026Q2: 126,169 shares 126,169 $10.9M 2.79% +106,773 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,380 shares; 2024Q4: 104,918 shares; 2025Q1: 109,867 shares; 2025Q2: 113,727 shares; 2025Q3: 115,036 shares; 2025Q4: 120,054 shares; 2026Q1: 129,859 shares; 2026Q2: 103,848 shares 103,848 $10.3M 2.64% -26,011 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: 48,150 shares; 2024Q4: 53,009 shares; 2025Q1: 56,840 shares; 2025Q2: 69,228 shares; 2025Q3: 70,817 shares; 2025Q4: 75,432 shares; 2026Q1: 76,793 shares; 2026Q2: 73,443 shares 73,443 $7.09M 1.82% -3,350 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: 12,823 shares; 2024Q4: 12,780 shares; 2025Q1: 12,804 shares; 2025Q2: 12,173 shares; 2025Q3: 12,236 shares; 2025Q4: 12,104 shares; 2026Q1: 22,884 shares; 2026Q2: 18,063 shares 18,063 $5.23M 1.34% -4,821 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,022 shares; 2024Q4: 52,791 shares; 2025Q1: 61,288 shares; 2025Q2: 66,304 shares; 2025Q3: 75,359 shares; 2025Q4: 90,972 shares; 2026Q1: 99,734 shares; 2026Q2: 110,303 shares 110,303 $5.23M 1.34% +10,569 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: 41,833 shares; 2025Q4: 76,630 shares; 2026Q1: 100,488 shares; 2026Q2: 112,784 shares 112,784 $5.19M 1.33% +12,296 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: 60,058 shares; 2024Q4: 59,305 shares; 2025Q1: 58,536 shares; 2025Q2: 58,285 shares; 2025Q3: 58,249 shares; 2025Q4: 57,907 shares; 2026Q1: 57,907 shares; 2026Q2: 57,578 shares 57,578 $4.72M 1.21% -329 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: 43,404 shares; 2024Q4: 43,239 shares; 2025Q1: 42,804 shares; 2025Q2: 43,144 shares; 2025Q3: 47,354 shares; 2025Q4: 49,562 shares; 2026Q1: 51,092 shares; 2026Q2: 44,514 shares 44,514 $3.67M 0.94% -6,578 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 45,998 shares 45,998 $3.55M 0.91% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,383 shares; 2026Q2: 4,373 shares 4,373 $3.27M 0.84% -10 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: 7,319 shares; 2024Q4: 9,859 shares; 2025Q1: 9,859 shares; 2025Q2: 9,761 shares; 2025Q3: 9,972 shares; 2025Q4: 10,015 shares; 2026Q1: 9,912 shares; 2026Q2: 8,710 shares 8,710 $3.22M 0.83% -1,202 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,765 shares; 2025Q1: 25,592 shares; 2025Q2: 32,115 shares; 2025Q3: 47,461 shares; 2025Q4: 49,832 shares; 2026Q1: 52,306 shares; 2026Q2: 54,033 shares 54,033 $2.71M 0.7% +1,727 Timeline VT 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: 14,571 shares; 2024Q4: 14,266 shares; 2025Q1: 15,303 shares; 2025Q2: 15,881 shares; 2025Q3: 17,619 shares; 2025Q4: 16,325 shares; 2026Q1: 16,009 shares; 2026Q2: 16,636 shares 16,636 $2.61M 0.67% +627 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,842 shares 57,842 $2.44M 0.63% new Timeline BND 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; 2024Q3: 31,762 shares; 2024Q4: 39,334 shares; 2025Q1: 35,731 shares; 2025Q2: 50,454 shares; 2025Q3: 47,249 shares; 2025Q4: 53,332 shares; 2026Q1: 42,492 shares; 2026Q2: 31,103 shares 31,103 $2.28M 0.59% -11,389 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: 68,100 shares; 2024Q4: 66,591 shares; 2025Q1: 65,373 shares; 2025Q2: 69,377 shares; 2025Q3: 69,741 shares; 2025Q4: 42,851 shares; 2026Q1: 33,045 shares; 2026Q2: 27,785 shares 27,785 $2.14M 0.55% -5,260 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,624 shares; 2024Q4: 12,624 shares; 2025Q1: 12,624 shares; 2025Q2: 12,624 shares; 2025Q3: 13,609 shares; 2025Q4: 13,609 shares; 2026Q1: 13,609 shares; 2026Q2: 13,609 shares 13,609 $1.94M 0.5% 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; 2024Q3: 4,636 shares; 2024Q4: 4,427 shares; 2025Q1: 4,343 shares; 2025Q2: 4,086 shares; 2025Q3: 4,110 shares; 2025Q4: 3,746 shares; 2026Q1: 3,746 shares; 2026Q2: 14,984 shares 14,984 $1.86M 0.48% +11,238 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,705 shares; 2026Q2: 7,561 shares 7,561 $1.72M 0.44% -144 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,907 shares; 2024Q4: 3,907 shares; 2025Q1: 3,907 shares; 2025Q2: 3,907 shares; 2025Q3: 3,784 shares; 2025Q4: 3,733 shares; 2026Q1: 3,786 shares; 2026Q2: 4,219 shares 4,219 $1.58M 0.4% +433 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: 3,335 shares; 2024Q4: 3,327 shares; 2025Q1: 2,924 shares; 2025Q2: 3,339 shares; 2025Q3: 3,339 shares; 2025Q4: 6,678 shares; 2026Q1: 6,678 shares; 2026Q2: 7,036 shares 7,036 $1.34M 0.34% +358 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: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: 1,767 shares; 2025Q2: 1,777 shares; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares; 2026Q1: 1,777 shares; 2026Q2: 1,724 shares 1,724 $1.29M 0.33% -53 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: 3,267 shares; 2024Q4: 3,267 shares; 2025Q1: 3,267 shares; 2025Q2: 3,267 shares; 2025Q3: 3,267 shares; 2025Q4: 3,242 shares; 2026Q1: 3,952 shares; 2026Q2: 3,553 shares 3,553 $1.26M 0.32% -399 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 977 shares; 2024Q4: 977 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 959 shares; 2025Q4: 956 shares; 2026Q1: 970 shares; 2026Q2: 1,061 shares 1,061 $1.25M 0.32% +91 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,696 shares; 2026Q2: 2,696 shares 2,696 $1.1M 0.28% 0 Timeline AVMC 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: 3,568 shares; 2025Q4: 7,437 shares; 2026Q1: 9,821 shares; 2026Q2: 12,707 shares 12,707 $1.02M 0.26% +2,886 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,701 shares; 2024Q4: 1,655 shares; 2025Q1: 1,631 shares; 2025Q2: 1,619 shares; 2025Q3: 1,587 shares; 2025Q4: 1,587 shares; 2026Q1: 1,780 shares; 2026Q2: 3,623 shares 3,623 $1.02M 0.26% +1,843 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: 7,199 shares; 2024Q4: 7,196 shares; 2025Q1: 7,143 shares; 2025Q2: 7,485 shares; 2025Q3: 7,436 shares; 2025Q4: 7,436 shares; 2026Q1: 6,930 shares; 2026Q2: 6,930 shares 6,930 $947K 0.24% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,857 shares; 2024Q4: 6,880 shares; 2025Q1: 6,869 shares; 2025Q2: 6,857 shares; 2025Q3: 6,309 shares; 2025Q4: 6,285 shares; 2026Q1: 6,321 shares; 2026Q2: 6,101 shares 6,101 $895K 0.23% -220 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: 11,700 shares; 2024Q4: 11,719 shares; 2025Q1: 11,719 shares; 2025Q2: 11,700 shares; 2025Q3: 11,700 shares; 2025Q4: 11,879 shares; 2026Q1: 11,932 shares; 2026Q2: 11,932 shares 11,932 $850K 0.22% 0 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: 4,186 shares; 2024Q4: 6,153 shares; 2025Q1: 6,153 shares; 2025Q2: 6,153 shares; 2025Q3: 6,153 shares; 2025Q4: 6,153 shares; 2026Q1: 9,766 shares; 2026Q2: 9,766 shares 9,766 $818K 0.21% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,831 shares; 2024Q4: 4,831 shares; 2025Q1: 4,831 shares; 2025Q2: 4,842 shares; 2025Q3: 4,835 shares; 2025Q4: 4,831 shares; 2026Q1: 4,831 shares; 2026Q2: 4,811 shares 4,811 $797K 0.2% -20 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: 4,235 shares; 2024Q4: 4,247 shares; 2025Q1: 3,815 shares; 2025Q2: 3,701 shares; 2025Q3: 3,568 shares; 2025Q4: 3,288 shares; 2026Q1: 5,547 shares; 2026Q2: 3,781 shares 3,781 $757K 0.19% -1,766 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,152 shares; 2024Q4: 8,152 shares; 2025Q1: 8,152 shares; 2025Q2: 8,152 shares; 2025Q3: 8,152 shares; 2025Q4: 8,152 shares; 2026Q1: 8,428 shares; 2026Q2: 8,152 shares 8,152 $747K 0.19% -276 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: 4,102 shares; 2024Q4: 4,008 shares; 2025Q1: 3,882 shares; 2025Q2: 3,922 shares; 2025Q3: 3,722 shares; 2025Q4: 3,344 shares; 2026Q1: 3,180 shares; 2026Q2: 3,065 shares 3,065 $731K 0.19% -115 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: 5,775 shares; 2025Q3: 6,096 shares; 2025Q4: 9,812 shares; 2026Q1: 12,572 shares; 2026Q2: 15,240 shares 15,240 $711K 0.18% +2,668 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 940 shares; 2026Q2: 940 shares 940 $661K 0.17% 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: 1,543 shares; 2024Q4: 1,621 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,516 shares; 2026Q1: 1,830 shares; 2026Q2: 1,830 shares 1,830 $654K 0.17% 0 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: 14,169 shares; 2024Q4: 14,404 shares; 2025Q1: 13,674 shares; 2025Q2: 13,674 shares; 2025Q3: 13,674 shares; 2025Q4: 13,806 shares; 2026Q1: 13,806 shares; 2026Q2: 9,781 shares 9,781 $584K 0.15% -4,025 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: 1,019 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,006 shares; 2025Q3: 1,140 shares; 2025Q4: 798 shares; 2026Q1: 774 shares; 2026Q2: 774 shares 774 $570K 0.15% 0 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: 3,668 shares; 2025Q1: 3,668 shares; 2025Q2: 3,668 shares; 2025Q3: 3,668 shares; 2025Q4: 3,668 shares; 2026Q1: 8,293 shares; 2026Q2: 6,208 shares 6,208 $531K 0.14% -2,085 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,411 shares; 2024Q4: 3,323 shares; 2025Q1: 3,248 shares; 2025Q2: 3,130 shares; 2025Q3: 1,758 shares; 2025Q4: 1,758 shares; 2026Q1: 1,653 shares; 2026Q2: 1,570 shares 1,570 $514K 0.13% -83 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: 2,210 shares; 2024Q4: 2,185 shares; 2025Q1: 2,054 shares; 2025Q2: 2,142 shares; 2025Q3: 1,249 shares; 2025Q4: 1,236 shares; 2026Q1: 1,205 shares; 2026Q2: 1,198 shares 1,198 $447K 0.11% -7 Timeline JTNY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: 8,759 shares 8,759 $440K 0.11% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 800 shares; 2026Q1: 803 shares; 2026Q2: 455 shares 455 $439K 0.11% -348 Timeline SPLV 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: 6,610 shares; 2024Q4: 6,610 shares; 2025Q1: 5,721 shares; 2025Q2: 5,721 shares; 2025Q3: 5,721 shares; 2025Q4: 5,721 shares; 2026Q1: 5,721 shares; 2026Q2: 5,721 shares 5,721 $428K 0.11% 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: 7,328 shares; 2024Q4: 7,328 shares; 2025Q1: 7,328 shares; 2025Q2: 7,328 shares; 2025Q3: 6,153 shares; 2025Q4: 6,118 shares; 2026Q1: 6,118 shares; 2026Q2: 6,118 shares 6,118 $428K 0.11% 0 Timeline IGF 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: 7,147 shares; 2026Q2: 6,224 shares 6,224 $415K 0.11% -923 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,671 shares; 2024Q4: 2,591 shares; 2025Q1: 2,612 shares; 2025Q2: 2,432 shares; 2025Q3: 2,361 shares; 2025Q4: 2,131 shares; 2026Q1: 1,732 shares; 2026Q2: 2,823 shares 2,823 $414K 0.11% +1,091 Timeline VOE 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: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,087 shares; 2025Q2: 2,087 shares; 2025Q3: 1,834 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares; 2026Q2: 1,850 shares 1,850 $366K 0.09% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL 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: 878 shares 878 $358K 0.09% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 1,089 shares; 2026Q2: 4,356 shares 4,356 $351K 0.09% +3,267 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,889 shares; 2024Q4: 2,889 shares; 2025Q1: 2,889 shares; 2025Q2: 2,889 shares; 2025Q3: 2,889 shares; 2025Q4: 2,889 shares; 2026Q1: 2,889 shares; 2026Q2: 2,889 shares 2,889 $350K 0.09% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,846 shares; 2024Q4: 1,846 shares; 2025Q1: 1,846 shares; 2025Q2: 1,850 shares; 2025Q3: 1,846 shares; 2025Q4: 1,846 shares; 2026Q1: 1,846 shares; 2026Q2: 1,846 shares 1,846 $350K 0.09% 0 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: 363 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 363 shares; 2026Q1: 363 shares; 2026Q2: 2,901 shares 2,901 $347K 0.09% +2,538 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,744 shares; 2024Q4: 1,744 shares; 2025Q1: 1,494 shares; 2025Q2: 1,675 shares; 2025Q3: 1,652 shares; 2025Q4: 1,252 shares; 2026Q1: 1,261 shares; 2026Q2: 1,261 shares 1,261 $320K 0.08% 0 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $320K 0.08% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,141 shares; 2026Q2: 2,560 shares 2,560 $301K 0.08% -581 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: 920 shares; 2024Q4: 567 shares; 2025Q1: 547 shares; 2025Q2: 702 shares; 2025Q3: 638 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 583 shares 583 $292K 0.07% -5 Timeline VGK 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,252 shares; 2025Q4: 3,252 shares; 2026Q1: 3,252 shares; 2026Q2: 3,252 shares 3,252 $288K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 838 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 1,144 shares; 2026Q2: 727 shares 727 $275K 0.07% -417 Timeline ISHG 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: 2,679 shares; 2025Q4: 3,324 shares; 2026Q1: 3,324 shares; 2026Q2: 3,656 shares 3,656 $271K 0.07% +332 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,425 shares; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares; 2026Q2: 2,425 shares 2,425 $270K 0.07% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 1,821 shares; 2025Q1: 1,821 shares; 2025Q2: 1,436 shares; 2025Q3: 1,306 shares; 2025Q4: 1,306 shares; 2026Q1: 1,306 shares; 2026Q2: 1,306 shares 1,306 $263K 0.07% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $246K 0.06% 0 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: 1,050 shares; 2024Q4: not reported; 2025Q1: 974 shares; 2025Q2: not reported; 2025Q3: 974 shares; 2025Q4: 974 shares; 2026Q1: 979 shares; 2026Q2: 979 shares 979 $246K 0.06% 0 Timeline SDY 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: 3,288 shares; 2024Q4: 3,288 shares; 2025Q1: 3,183 shares; 2025Q2: 3,265 shares; 2025Q3: 1,970 shares; 2025Q4: 1,970 shares; 2026Q1: 1,970 shares; 2026Q2: 1,516 shares 1,516 $231K 0.06% -454 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,448 shares; 2024Q4: not reported; 2025Q1: 1,438 shares; 2025Q2: not reported; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares; 2026Q2: 1,438 shares 1,438 $228K 0.06% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 912 shares 912 $217K 0.06% new 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: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares; 2026Q1: not reported; 2026Q2: 1,483 shares 1,483 $212K 0.05% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY 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: 1,628 shares; 2026Q2: 977 shares 977 $204K 0.05% -651 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,223 shares 1,223 $201K 0.05% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY 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: 2,283 shares; 2026Q2: 2,283 shares 2,283 $200K 0.05% 0 Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,474 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,474 shares; 2025Q3: 13,474 shares; 2025Q4: 22,474 shares; 2026Q1: 22,474 shares; 2026Q2: 22,474 shares 22,474 $32.8K 0.01% 0 Timeline