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: 34,624 shares; 2024Q4: 32,329 shares; 2025Q1: 76,311 shares; 2025Q2: 137,710 shares; 2025Q3: 185,534 shares; 2025Q4: 276,001 shares; 2026Q1: 299,681 shares; 2026Q2: 348,287 shares 348,287 $44.6M 11.95% +48,606 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: 553,835 shares; 2024Q4: 579,947 shares; 2025Q1: 574,086 shares; 2025Q2: 562,836 shares; 2025Q3: 556,136 shares; 2025Q4: 542,967 shares; 2026Q1: 546,216 shares; 2026Q2: 530,816 shares 530,816 $23.5M 6.31% -15,400 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,392 shares; 2024Q4: 203,319 shares; 2025Q1: 252,757 shares; 2025Q2: 393,959 shares; 2025Q3: 579,651 shares; 2025Q4: 713,231 shares; 2026Q1: 772,672 shares; 2026Q2: 875,246 shares 875,246 $23.2M 6.22% +102,574 Timeline DCOR 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: 183,416 shares; 2024Q4: 202,595 shares; 2025Q1: 204,133 shares; 2025Q2: 203,353 shares; 2025Q3: 199,747 shares; 2025Q4: 199,718 shares; 2026Q1: 198,297 shares; 2026Q2: 193,799 shares 193,799 $15.9M 4.26% -4,498 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: 351,542 shares; 2024Q4: 369,643 shares; 2025Q1: 366,945 shares; 2025Q2: 360,380 shares; 2025Q3: 353,369 shares; 2025Q4: 342,663 shares; 2026Q1: 342,652 shares; 2026Q2: 336,621 shares 336,621 $12.5M 3.36% -6,031 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,718 shares; 2025Q3: 59,379 shares; 2025Q4: 103,028 shares; 2026Q1: 121,809 shares; 2026Q2: 117,885 shares 117,885 $11.9M 3.18% -3,924 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,907 shares; 2024Q4: 41,913 shares; 2025Q1: 46,283 shares; 2025Q2: 102,777 shares; 2025Q3: 125,284 shares; 2025Q4: 166,174 shares; 2026Q1: 176,533 shares; 2026Q2: 125,252 shares 125,252 $11.5M 3.09% -51,281 Timeline TFLO 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: 49,795 shares; 2025Q3: 104,059 shares; 2025Q4: 190,171 shares; 2026Q1: 221,679 shares; 2026Q2: 223,131 shares 223,131 $11.3M 3.03% +1,452 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: 17,963 shares; 2024Q4: 16,968 shares; 2025Q1: 21,815 shares; 2025Q2: 50,789 shares; 2025Q3: 83,106 shares; 2025Q4: 103,004 shares; 2026Q1: 110,521 shares; 2026Q2: 126,016 shares 126,016 $11.2M 3.01% +15,495 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,203 shares; 2025Q2: 2,699 shares; 2025Q3: 2,738 shares; 2025Q4: 2,716 shares; 2026Q1: 25,025 shares; 2026Q2: 107,009 shares 107,009 $10.8M 2.89% +81,984 Timeline SPMO 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: not reported; 2025Q3: 1,730 shares; 2025Q4: 19,646 shares; 2026Q1: 64,241 shares; 2026Q2: 65,767 shares 65,767 $10.6M 2.85% +1,526 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,001 shares; 2026Q1: 47,417 shares; 2026Q2: 47,039 shares 47,039 $9.02M 2.42% -378 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: 9,597 shares; 2024Q4: 9,829 shares; 2025Q1: 10,036 shares; 2025Q2: 10,986 shares; 2025Q3: 10,412 shares; 2025Q4: 10,711 shares; 2026Q1: 11,626 shares; 2026Q2: 11,563 shares 11,563 $7.94M 2.13% -63 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: 12,433 shares; 2024Q4: 13,658 shares; 2025Q1: 8,746 shares; 2025Q2: 8,579 shares; 2025Q3: 8,437 shares; 2025Q4: 4,722 shares; 2026Q1: 4,548 shares; 2026Q2: 5,658 shares 5,658 $6.79M 1.82% +1,110 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: 9,780 shares; 2024Q4: 10,831 shares; 2025Q1: 18,155 shares; 2025Q2: 36,877 shares; 2025Q3: 48,111 shares; 2025Q4: 58,492 shares; 2026Q1: 63,064 shares; 2026Q2: 66,588 shares 66,588 $6.43M 1.72% +3,524 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,516 shares; 2026Q1: 9,439 shares; 2026Q2: 9,295 shares 9,295 $6.1M 1.63% -144 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: 131,614 shares; 2024Q4: 139,787 shares; 2025Q1: 141,742 shares; 2025Q2: 140,055 shares; 2025Q3: 137,749 shares; 2025Q4: 134,314 shares; 2026Q1: 132,269 shares; 2026Q2: 128,595 shares 128,595 $5.23M 1.4% -3,674 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: 3,678 shares; 2024Q4: 3,605 shares; 2025Q1: 3,544 shares; 2025Q2: 3,887 shares; 2025Q3: 3,830 shares; 2025Q4: 5,505 shares; 2026Q1: 7,105 shares; 2026Q2: 7,080 shares 7,080 $5.21M 1.4% -25 Timeline SPHB 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: not reported; 2025Q3: not reported; 2025Q4: 5,112 shares; 2026Q1: 31,156 shares; 2026Q2: 32,356 shares 32,356 $5.03M 1.35% +1,200 Timeline SPIT RBB FD INC More: the full row for RBB FD 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: 132,879 shares; 2026Q2: 137,263 shares 137,263 $4.79M 1.28% +4,384 Timeline AVGE 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: 22,621 shares; 2025Q3: 26,719 shares; 2025Q4: 28,459 shares; 2026Q1: 30,686 shares; 2026Q2: 47,965 shares 47,965 $4.75M 1.27% +17,279 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD 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: 5,036 shares; 2026Q1: 34,460 shares; 2026Q2: 34,865 shares 34,865 $4.65M 1.24% +405 Timeline FITE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,636 shares; 2026Q1: 39,950 shares; 2026Q2: 41,097 shares 41,097 $4.62M 1.24% +1,147 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: 12,246 shares; 2024Q4: 12,634 shares; 2025Q1: 12,546 shares; 2025Q2: 12,946 shares; 2025Q3: 13,117 shares; 2025Q4: 14,168 shares; 2026Q1: 14,041 shares; 2026Q2: 15,337 shares 15,337 $4.44M 1.19% +1,296 Timeline ARKQ ARK ETF TR More: the full row for ARK 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: 4,914 shares; 2026Q1: 29,545 shares; 2026Q2: 31,049 shares 31,049 $4.11M 1.1% +1,504 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; 2024Q3: 67,445 shares; 2024Q4: 196,410 shares; 2025Q1: 191,869 shares; 2025Q2: 185,379 shares; 2025Q3: 165,891 shares; 2025Q4: 155,694 shares; 2026Q1: 142,047 shares; 2026Q2: 138,750 shares 138,750 $4.08M 1.09% -3,297 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: 45,415 shares; 2024Q4: 49,820 shares; 2025Q1: 50,381 shares; 2025Q2: 53,686 shares; 2025Q3: 51,898 shares; 2025Q4: 53,527 shares; 2026Q1: 56,706 shares; 2026Q2: 56,614 shares 56,614 $4.03M 1.08% -92 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,274 shares; 2024Q4: 66,714 shares; 2025Q1: 67,310 shares; 2025Q2: 68,298 shares; 2025Q3: 74,285 shares; 2025Q4: 69,054 shares; 2026Q1: 68,890 shares; 2026Q2: 64,645 shares 64,645 $3.96M 1.06% -4,245 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: 14,353 shares; 2024Q4: 12,530 shares; 2025Q1: 14,628 shares; 2025Q2: 14,735 shares; 2025Q3: 15,818 shares; 2025Q4: 15,020 shares; 2026Q1: 15,772 shares; 2026Q2: 17,489 shares 17,489 $3.5M 0.94% +1,717 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,417 shares; 2025Q3: 8,925 shares; 2025Q4: 16,928 shares; 2026Q1: 16,658 shares; 2026Q2: 17,444 shares 17,444 $3.32M 0.89% +786 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: 8,319 shares; 2024Q4: 6,769 shares; 2025Q1: 4,264 shares; 2025Q2: 4,137 shares; 2025Q3: 4,009 shares; 2025Q4: 4,021 shares; 2026Q1: 2,497 shares; 2026Q2: 3,548 shares 3,548 $2.66M 0.71% +1,051 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: 16,502 shares; 2024Q4: 16,502 shares; 2025Q1: 16,495 shares; 2025Q2: 16,402 shares; 2025Q3: 16,393 shares; 2025Q4: 16,232 shares; 2026Q1: 16,232 shares; 2026Q2: 16,232 shares 16,232 $2.38M 0.64% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,558 shares; 2025Q3: 3,439 shares; 2025Q4: 13,322 shares; 2026Q1: 19,370 shares; 2026Q2: 19,889 shares 19,889 $2.37M 0.63% +519 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: 7,369 shares; 2024Q4: 7,066 shares; 2025Q1: 7,882 shares; 2025Q2: 7,846 shares; 2025Q3: 7,201 shares; 2025Q4: 6,514 shares; 2026Q1: 6,236 shares; 2026Q2: 6,083 shares 6,083 $2.24M 0.6% -153 Timeline VNQ 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: 3,167 shares; 2025Q2: 6,654 shares; 2025Q3: 11,554 shares; 2025Q4: 20,049 shares; 2026Q1: 20,477 shares; 2026Q2: 21,624 shares 21,624 $2.09M 0.56% +1,147 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,802 shares; 2024Q4: 21,359 shares; 2025Q1: 19,662 shares; 2025Q2: 16,404 shares; 2025Q3: 15,528 shares; 2025Q4: 15,123 shares; 2026Q1: 15,178 shares; 2026Q2: 14,880 shares 14,880 $2.05M 0.55% -298 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: 3,208 shares; 2024Q4: 4,434 shares; 2025Q1: 4,469 shares; 2025Q2: 4,900 shares; 2025Q3: 4,786 shares; 2025Q4: 4,606 shares; 2026Q1: 3,481 shares; 2026Q2: 5,654 shares 5,654 $2.02M 0.54% +2,173 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: 14,280 shares; 2024Q4: 14,071 shares; 2025Q1: 13,604 shares; 2025Q2: 13,111 shares; 2025Q3: 13,079 shares; 2025Q4: 12,700 shares; 2026Q1: 12,185 shares; 2026Q2: 8,437 shares 8,437 $2.01M 0.54% -3,748 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: 1,119 shares; 2024Q4: 1,186 shares; 2025Q1: 1,711 shares; 2025Q2: 1,933 shares; 2025Q3: 2,424 shares; 2025Q4: 2,487 shares; 2026Q1: 2,637 shares; 2026Q2: 2,688 shares 2,688 $2.01M 0.54% +51 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,405 shares; 2024Q4: 22,371 shares; 2025Q1: 21,570 shares; 2025Q2: 16,931 shares; 2025Q3: 16,965 shares; 2025Q4: 16,500 shares; 2026Q1: 16,882 shares; 2026Q2: 21,750 shares 21,750 $1.91M 0.51% +4,868 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: 152,796 shares; 2024Q4: 132,537 shares; 2025Q1: 128,131 shares; 2025Q2: 99,795 shares; 2025Q3: 89,320 shares; 2025Q4: 76,674 shares; 2026Q1: 69,561 shares; 2026Q2: 44,778 shares 44,778 $1.89M 0.51% -24,783 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: 4,725 shares; 2024Q4: 4,491 shares; 2025Q1: 4,377 shares; 2025Q2: 4,225 shares; 2025Q3: 4,419 shares; 2025Q4: 5,063 shares; 2026Q1: 4,574 shares; 2026Q2: 4,879 shares 4,879 $1.72M 0.46% +305 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: 5,396 shares; 2024Q4: 5,575 shares; 2025Q1: 6,983 shares; 2025Q2: 7,460 shares; 2025Q3: 7,231 shares; 2025Q4: 8,727 shares; 2026Q1: 8,520 shares; 2026Q2: 7,160 shares 7,160 $1.63M 0.44% -1,360 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: not reported; 2024Q4: not reported; 2025Q1: 909 shares; 2025Q2: 2,224 shares; 2025Q3: 3,206 shares; 2025Q4: 3,452 shares; 2026Q1: 3,939 shares; 2026Q2: 4,188 shares 4,188 $1.55M 0.42% +249 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: 7,792 shares; 2024Q4: 7,714 shares; 2025Q1: 7,535 shares; 2025Q2: 7,393 shares; 2025Q3: 7,715 shares; 2025Q4: 7,588 shares; 2026Q1: 6,906 shares; 2026Q2: 3,987 shares 3,987 $1.49M 0.4% -2,919 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,236 shares; 2024Q4: 16,274 shares; 2025Q1: 16,086 shares; 2025Q2: 15,524 shares; 2025Q3: 16,062 shares; 2025Q4: 17,310 shares; 2026Q1: 16,857 shares; 2026Q2: 17,560 shares 17,560 $1.44M 0.39% +703 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: 56,880 shares; 2024Q4: 49,431 shares; 2025Q1: 43,047 shares; 2025Q2: 30,362 shares; 2025Q3: 25,460 shares; 2025Q4: 23,508 shares; 2026Q1: 23,974 shares; 2026Q2: 28,685 shares 28,685 $1.32M 0.35% +4,711 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: 15,048 shares; 2024Q4: 16,842 shares; 2025Q1: 17,908 shares; 2025Q2: 19,397 shares; 2025Q3: 18,595 shares; 2025Q4: 19,019 shares; 2026Q1: 20,468 shares; 2026Q2: 20,296 shares 20,296 $1.21M 0.32% -172 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: 2,483 shares; 2024Q4: 2,766 shares; 2025Q1: 2,683 shares; 2025Q2: 2,508 shares; 2025Q3: 2,580 shares; 2025Q4: 2,305 shares; 2026Q1: 2,070 shares; 2026Q2: 2,120 shares 2,120 $1.19M 0.32% +50 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; 2024Q3: not reported; 2024Q4: 4,587 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,787 shares 12,787 $1.17M 0.31% new 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: 3,615 shares; 2024Q4: 3,331 shares; 2025Q1: 3,178 shares; 2025Q2: 3,026 shares; 2025Q3: 2,964 shares; 2025Q4: 2,956 shares; 2026Q1: 2,821 shares; 2026Q2: 2,257 shares 2,257 $1.16M 0.31% -564 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,317 shares; 2024Q4: 18,327 shares; 2025Q1: 11,820 shares; 2025Q2: 10,580 shares; 2025Q3: 6,892 shares; 2025Q4: 6,020 shares; 2026Q1: 9,250 shares; 2026Q2: 8,905 shares 8,905 $1.11M 0.3% -345 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,718 shares; 2024Q4: 33,532 shares; 2025Q1: 31,194 shares; 2025Q2: 29,372 shares; 2025Q3: 30,358 shares; 2025Q4: 19,759 shares; 2026Q1: 17,373 shares; 2026Q2: 15,663 shares 15,663 $1.07M 0.29% -1,710 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: 5,090 shares; 2024Q4: 5,191 shares; 2025Q1: 5,237 shares; 2025Q2: 5,363 shares; 2025Q3: 5,274 shares; 2025Q4: 4,656 shares; 2026Q1: 4,655 shares; 2026Q2: 4,856 shares 4,856 $1.06M 0.28% +201 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,388 shares; 2024Q4: 10,692 shares; 2025Q1: 10,122 shares; 2025Q2: 10,148 shares; 2025Q3: 10,019 shares; 2025Q4: 9,809 shares; 2026Q1: 8,382 shares; 2026Q2: 5,978 shares 5,978 $1.05M 0.28% -2,404 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,004 shares; 2024Q4: 2,795 shares; 2025Q1: 2,760 shares; 2025Q2: 2,797 shares; 2025Q3: 2,854 shares; 2025Q4: 2,952 shares; 2026Q1: 2,862 shares; 2026Q2: 2,444 shares 2,444 $1.04M 0.28% -418 Timeline FLRN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,141 shares 33,141 $1.02M 0.27% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 15,292 shares; 2026Q2: 20,243 shares 20,243 $1.02M 0.27% +4,951 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: 1,407 shares; 2024Q4: 1,541 shares; 2025Q1: 1,878 shares; 2025Q2: 2,429 shares; 2025Q3: 2,578 shares; 2025Q4: 2,526 shares; 2026Q1: 2,595 shares; 2026Q2: 2,518 shares 2,518 $951K 0.25% -77 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,089 shares; 2024Q4: 11,141 shares; 2025Q1: 10,671 shares; 2025Q2: 10,660 shares; 2025Q3: 10,083 shares; 2025Q4: 10,697 shares; 2026Q1: 10,603 shares; 2026Q2: 10,210 shares 10,210 $942K 0.25% -393 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: 4,928 shares; 2025Q1: 4,493 shares; 2025Q2: 4,409 shares; 2025Q3: 3,886 shares; 2025Q4: 3,802 shares; 2026Q1: 2,285 shares; 2026Q2: 2,148 shares 2,148 $931K 0.25% -137 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: 3,326 shares; 2024Q4: 3,546 shares; 2025Q1: 3,410 shares; 2025Q2: 3,169 shares; 2025Q3: 3,063 shares; 2025Q4: 2,951 shares; 2026Q1: 2,564 shares; 2026Q2: 2,708 shares 2,708 $929K 0.25% +144 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,790 shares; 2024Q4: 7,004 shares; 2025Q1: 6,614 shares; 2025Q2: 6,499 shares; 2025Q3: 6,037 shares; 2025Q4: 7,075 shares; 2026Q1: 6,314 shares; 2026Q2: 5,941 shares 5,941 $900K 0.24% -373 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: 2,669 shares; 2024Q4: 2,772 shares; 2025Q1: 2,583 shares; 2025Q2: 2,277 shares; 2025Q3: 1,927 shares; 2025Q4: 1,728 shares; 2026Q1: 1,783 shares; 2026Q2: 10,961 shares 10,961 $883K 0.24% +9,178 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: 6,210 shares; 2024Q4: 6,387 shares; 2025Q1: 9,472 shares; 2025Q2: 15,845 shares; 2025Q3: 15,997 shares; 2025Q4: 18,030 shares; 2026Q1: 16,760 shares; 2026Q2: 10,183 shares 10,183 $844K 0.23% -6,577 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: 9,033 shares; 2024Q4: 9,110 shares; 2025Q1: 8,977 shares; 2025Q2: 8,758 shares; 2025Q3: 8,746 shares; 2025Q4: 8,282 shares; 2026Q1: 8,355 shares; 2026Q2: 8,352 shares 8,352 $797K 0.21% -3 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,836 shares; 2024Q4: 22,515 shares; 2025Q1: 20,289 shares; 2025Q2: 15,564 shares; 2025Q3: 15,564 shares; 2025Q4: 14,359 shares; 2026Q1: 19,016 shares; 2026Q2: 19,016 shares 19,016 $794K 0.21% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,710 shares; 2024Q4: 1,524 shares; 2025Q1: 1,609 shares; 2025Q2: 1,826 shares; 2025Q3: 1,899 shares; 2025Q4: 1,944 shares; 2026Q1: 2,078 shares; 2026Q2: 2,061 shares 2,061 $774K 0.21% -17 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,441 shares; 2024Q4: 25,853 shares; 2025Q1: 19,921 shares; 2025Q2: 24,538 shares; 2025Q3: 20,805 shares; 2025Q4: 18,701 shares; 2026Q1: 18,015 shares; 2026Q2: 9,991 shares 9,991 $765K 0.2% -8,024 Timeline VXF 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: 2,851 shares; 2024Q4: 2,755 shares; 2025Q1: 2,786 shares; 2025Q2: 3,082 shares; 2025Q3: 2,979 shares; 2025Q4: 3,085 shares; 2026Q1: 3,145 shares; 2026Q2: 3,056 shares 3,056 $752K 0.2% -89 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,210 shares; 2024Q4: 13,228 shares; 2025Q1: 13,693 shares; 2025Q2: 12,226 shares; 2025Q3: 12,235 shares; 2025Q4: 15,925 shares; 2026Q1: 17,124 shares; 2026Q2: 23,312 shares 23,312 $739K 0.2% +6,188 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 990 shares 990 $713K 0.19% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 523 shares; 2025Q1: 503 shares; 2025Q2: 1,029 shares; 2025Q3: 1,125 shares; 2025Q4: 1,147 shares; 2026Q1: 1,174 shares; 2026Q2: 1,673 shares 1,673 $695K 0.19% +499 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: 398 shares; 2024Q4: 411 shares; 2025Q1: 393 shares; 2025Q2: 387 shares; 2025Q3: 354 shares; 2025Q4: 343 shares; 2026Q1: 197 shares; 2026Q2: 2,298 shares 2,298 $693K 0.19% +2,101 Timeline DFSV 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: 29,963 shares; 2024Q4: 26,526 shares; 2025Q1: 24,963 shares; 2025Q2: 20,427 shares; 2025Q3: 20,427 shares; 2025Q4: 17,913 shares; 2026Q1: 18,022 shares; 2026Q2: 17,819 shares 17,819 $691K 0.19% -203 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,492 shares; 2024Q4: 10,811 shares; 2025Q1: 10,867 shares; 2025Q2: 9,822 shares; 2025Q3: 8,757 shares; 2025Q4: 6,385 shares; 2026Q1: 5,957 shares; 2026Q2: 3,117 shares 3,117 $684K 0.18% -2,840 Timeline CTAS CINTAS CORP More: the full row for CINTAS 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: 1,961 shares; 2025Q4: 2,457 shares; 2026Q1: 3,487 shares; 2026Q2: 3,920 shares 3,920 $667K 0.18% +433 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK 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: 12,039 shares 12,039 $637K 0.17% new Timeline AVNM 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: 3,835 shares; 2025Q3: 4,510 shares; 2025Q4: 6,747 shares; 2026Q1: 7,567 shares; 2026Q2: 7,717 shares 7,717 $636K 0.17% +150 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: 2,737 shares; 2024Q4: 2,712 shares; 2025Q1: 2,473 shares; 2025Q2: 2,294 shares; 2025Q3: 2,000 shares; 2025Q4: 1,762 shares; 2026Q1: 2,226 shares; 2026Q2: 2,061 shares 2,061 $625K 0.17% -165 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,248 shares; 2025Q4: 14,295 shares; 2026Q1: 14,372 shares; 2026Q2: 11,528 shares 11,528 $608K 0.16% -2,844 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,588 shares; 2024Q4: 1,449 shares; 2025Q1: 1,387 shares; 2025Q2: 1,381 shares; 2025Q3: 1,395 shares; 2025Q4: 1,405 shares; 2026Q1: 1,398 shares; 2026Q2: 2,127 shares 2,127 $593K 0.16% +729 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,866 shares; 2024Q4: 11,559 shares; 2025Q1: 11,600 shares; 2025Q2: 13,665 shares; 2025Q3: 12,990 shares; 2025Q4: 12,745 shares; 2026Q1: 10,018 shares; 2026Q2: 9,514 shares 9,514 $570K 0.15% -504 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635 shares; 2024Q4: 614 shares; 2025Q1: 565 shares; 2025Q2: 499 shares; 2025Q3: 507 shares; 2025Q4: 4,794 shares; 2026Q1: 4,576 shares; 2026Q2: 7,620 shares 7,620 $544K 0.15% +3,044 Timeline LGLV 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: 3,524 shares; 2024Q4: 3,450 shares; 2025Q1: 3,381 shares; 2025Q2: 3,209 shares; 2025Q3: 3,132 shares; 2025Q4: 2,990 shares; 2026Q1: 2,980 shares; 2026Q2: 2,971 shares 2,971 $539K 0.14% -9 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 3,457 shares; 2026Q2: 3,459 shares 3,459 $531K 0.14% +2 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: 1,682 shares; 2024Q4: 1,905 shares; 2025Q1: 1,899 shares; 2025Q2: 1,813 shares; 2025Q3: 1,727 shares; 2025Q4: 1,632 shares; 2026Q1: 1,569 shares; 2026Q2: 1,590 shares 1,590 $521K 0.14% +21 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,350 shares; 2026Q2: 1,644 shares 1,644 $518K 0.14% +294 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: not reported; 2024Q4: 1,501 shares; 2025Q1: 1,352 shares; 2025Q2: 1,281 shares; 2025Q3: 1,116 shares; 2025Q4: 1,695 shares; 2026Q1: 1,669 shares; 2026Q2: 1,450 shares 1,450 $497K 0.13% -219 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,999 shares 12,999 $476K 0.13% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546 shares; 2024Q4: 520 shares; 2025Q1: 569 shares; 2025Q2: 542 shares; 2025Q3: 558 shares; 2025Q4: 549 shares; 2026Q1: 502 shares; 2026Q2: 1,155 shares 1,155 $459K 0.12% +653 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,547 shares; 2024Q4: 1,547 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,558 shares; 2025Q4: 1,547 shares; 2026Q1: 1,547 shares; 2026Q2: 1,547 shares 1,547 $433K 0.12% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,405 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,495 shares; 2026Q2: 3,679 shares 3,679 $433K 0.12% +184 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; 2024Q3: not reported; 2024Q4: 3,824 shares; 2025Q1: not reported; 2025Q2: 10,776 shares; 2025Q3: 14,811 shares; 2025Q4: 15,281 shares; 2026Q1: 17,492 shares; 2026Q2: 12,995 shares 12,995 $433K 0.12% -4,497 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,034 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 964 shares; 2025Q4: 1,044 shares; 2026Q1: 876 shares; 2026Q2: 905 shares 905 $432K 0.12% +29 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 263 shares; 2025Q3: 321 shares; 2025Q4: 319 shares; 2026Q1: 299 shares; 2026Q2: 311 shares 311 $423K 0.11% +12 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,386 shares; 2026Q2: 8,079 shares 8,079 $407K 0.11% +1,693 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,660 shares; 2024Q4: 13,980 shares; 2025Q1: 13,980 shares; 2025Q2: 13,980 shares; 2025Q3: 13,980 shares; 2025Q4: 12,844 shares; 2026Q1: 12,844 shares; 2026Q2: 12,844 shares 12,844 $399K 0.11% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND 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: 642 shares; 2025Q4: 764 shares; 2026Q1: 766 shares; 2026Q2: 762 shares 762 $398K 0.11% -4 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,062 shares; 2024Q4: 8,062 shares; 2025Q1: 8,062 shares; 2025Q2: 8,062 shares; 2025Q3: 8,062 shares; 2025Q4: 8,062 shares; 2026Q1: 8,065 shares; 2026Q2: 8,265 shares 8,265 $393K 0.11% +200 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: 538 shares; 2024Q4: 805 shares; 2025Q1: 783 shares; 2025Q2: 594 shares; 2025Q3: 567 shares; 2025Q4: not reported; 2026Q1: 1,091 shares; 2026Q2: 1,099 shares 1,099 $388K 0.1% +8 Timeline DFGR 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: 24,975 shares; 2024Q4: 26,603 shares; 2025Q1: 26,406 shares; 2025Q2: 25,714 shares; 2025Q3: 24,091 shares; 2025Q4: 13,445 shares; 2026Q1: 13,328 shares; 2026Q2: 13,316 shares 13,316 $386K 0.1% -12 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: 3,653 shares; 2024Q4: 14,613 shares; 2025Q1: 14,615 shares; 2025Q2: 14,775 shares; 2025Q3: 11,367 shares; 2025Q4: 11,354 shares; 2026Q1: 11,321 shares; 2026Q2: 11,264 shares 11,264 $381K 0.1% -57 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,542 shares; 2024Q4: 9,854 shares; 2025Q1: 9,556 shares; 2025Q2: 8,661 shares; 2025Q3: 8,382 shares; 2025Q4: 7,583 shares; 2026Q1: 7,343 shares; 2026Q2: 7,269 shares 7,269 $376K 0.1% -74 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 443 shares; 2025Q3: 661 shares; 2025Q4: 627 shares; 2026Q1: 488 shares; 2026Q2: 451 shares 451 $374K 0.1% -37 Timeline MUB 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: 3,933 shares; 2026Q2: 3,468 shares 3,468 $373K 0.1% -465 Timeline AVSC 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: 4,070 shares; 2024Q4: 3,825 shares; 2025Q1: not reported; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares; 2026Q1: 4,891 shares; 2026Q2: 4,891 shares 4,891 $359K 0.1% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957 shares; 2024Q4: 872 shares; 2025Q1: 846 shares; 2025Q2: 844 shares; 2025Q3: 980 shares; 2025Q4: 1,003 shares; 2026Q1: 1,034 shares; 2026Q2: 1,052 shares 1,052 $356K 0.1% +18 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,433 shares; 2024Q4: 7,534 shares; 2025Q1: 5,959 shares; 2025Q2: 3,210 shares; 2025Q3: 3,611 shares; 2025Q4: 3,558 shares; 2026Q1: 3,587 shares; 2026Q2: 3,584 shares 3,584 $339K 0.09% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,894 shares; 2026Q2: 3,163 shares 3,163 $337K 0.09% -731 Timeline GOVT 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: 13,703 shares; 2026Q2: 14,649 shares 14,649 $334K 0.09% +946 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: 165 shares 165 $328K 0.09% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,926 shares; 2025Q3: 12,558 shares; 2025Q4: 11,538 shares; 2026Q1: 11,749 shares; 2026Q2: 7,593 shares 7,593 $327K 0.09% -4,156 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; 2024Q3: 46,303 shares; 2024Q4: 43,415 shares; 2025Q1: 41,689 shares; 2025Q2: 26,618 shares; 2025Q3: 21,561 shares; 2025Q4: 10,037 shares; 2026Q1: 9,856 shares; 2026Q2: 6,760 shares 6,760 $323K 0.09% -3,096 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: 6,467 shares; 2024Q4: 12,942 shares; 2025Q1: 12,942 shares; 2025Q2: 16,354 shares; 2025Q3: 16,059 shares; 2025Q4: 16,062 shares; 2026Q1: 13,429 shares; 2026Q2: 11,339 shares 11,339 $314K 0.08% -2,090 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 479 shares; 2025Q2: 1,669 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,398 shares; 2026Q2: 806 shares 806 $312K 0.08% -592 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,363 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,953 shares; 2026Q2: 1,682 shares 1,682 $311K 0.08% -271 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: not reported; 2024Q4: 1,172 shares; 2025Q1: 1,173 shares; 2025Q2: 1,088 shares; 2025Q3: 1,234 shares; 2025Q4: 1,224 shares; 2026Q1: not reported; 2026Q2: 899 shares 899 $307K 0.08% new Timeline JEPI 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: 4,143 shares; 2025Q4: 4,892 shares; 2026Q1: 5,327 shares; 2026Q2: 5,354 shares 5,354 $302K 0.08% +27 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,160 shares; 2025Q1: 4,854 shares; 2025Q2: 6,138 shares; 2025Q3: 6,394 shares; 2025Q4: 6,286 shares; 2026Q1: 6,305 shares; 2026Q2: 6,223 shares 6,223 $301K 0.08% -82 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,333 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: not reported; 2026Q2: 780 shares 780 $301K 0.08% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,075 shares; 2025Q2: 5,687 shares; 2025Q3: 5,836 shares; 2025Q4: 5,238 shares; 2026Q1: 4,899 shares; 2026Q2: 5,583 shares 5,583 $294K 0.08% +684 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: 562 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 598 shares; 2026Q2: 586 shares 586 $293K 0.08% -12 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: not reported; 2024Q4: not reported; 2025Q1: 2,770 shares; 2025Q2: 3,658 shares; 2025Q3: 3,822 shares; 2025Q4: 3,897 shares; 2026Q1: 3,972 shares; 2026Q2: 3,736 shares 3,736 $291K 0.08% -236 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,387 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 764 shares; 2025Q3: 1,007 shares; 2025Q4: 906 shares; 2026Q1: 1,906 shares; 2026Q2: 1,616 shares 1,616 $290K 0.08% -290 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,497 shares; 2024Q4: 2,608 shares; 2025Q1: 2,659 shares; 2025Q2: 2,652 shares; 2025Q3: 2,724 shares; 2025Q4: 1,772 shares; 2026Q1: 1,759 shares; 2026Q2: 1,755 shares 1,755 $287K 0.08% -4 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 1,853 shares 1,853 $287K 0.08% 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: 462 shares; 2024Q4: 652 shares; 2025Q1: 613 shares; 2025Q2: 550 shares; 2025Q3: 544 shares; 2025Q4: 501 shares; 2026Q1: 304 shares; 2026Q2: 306 shares 306 $287K 0.08% +2 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,442 shares; 2024Q4: 4,320 shares; 2025Q1: 4,014 shares; 2025Q2: 3,336 shares; 2025Q3: 1,379 shares; 2025Q4: 1,303 shares; 2026Q1: 1,300 shares; 2026Q2: 1,116 shares 1,116 $281K 0.08% -184 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: not reported; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,029 shares; 2025Q3: 1,012 shares; 2025Q4: 991 shares; 2026Q1: 991 shares; 2026Q2: 991 shares 991 $279K 0.07% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,286 shares; 2024Q4: 3,494 shares; 2025Q1: 3,436 shares; 2025Q2: 3,364 shares; 2025Q3: 3,588 shares; 2025Q4: 3,359 shares; 2026Q1: 3,359 shares; 2026Q2: 3,359 shares 3,359 $273K 0.07% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: 362 shares; 2025Q4: 272 shares; 2026Q1: not reported; 2026Q2: 196 shares 196 $271K 0.07% new Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,484 shares 9,484 $266K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,952 shares; 2026Q2: 2,889 shares 2,889 $265K 0.07% -63 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,122 shares; 2026Q2: 8,127 shares 8,127 $258K 0.07% +5 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,355 shares; 2025Q2: 2,862 shares; 2025Q3: 4,012 shares; 2025Q4: 3,555 shares; 2026Q1: 3,774 shares; 2026Q2: 2,566 shares 2,566 $257K 0.07% -1,208 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 358 shares 358 $255K 0.07% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,589 shares; 2024Q4: 5,218 shares; 2025Q1: 5,057 shares; 2025Q2: 4,231 shares; 2025Q3: 3,314 shares; 2025Q4: 3,162 shares; 2026Q1: 3,041 shares; 2026Q2: 3,041 shares 3,041 $251K 0.07% 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: 1,949 shares; 2024Q4: 2,473 shares; 2025Q1: 2,039 shares; 2025Q2: 1,972 shares; 2025Q3: 2,010 shares; 2025Q4: 2,008 shares; 2026Q1: 979 shares; 2026Q2: 985 shares 985 $248K 0.07% +6 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS 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: 810 shares 810 $241K 0.06% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,332 shares; 2024Q4: 3,419 shares; 2025Q1: 3,287 shares; 2025Q2: 3,243 shares; 2025Q3: 3,199 shares; 2025Q4: 3,135 shares; 2026Q1: 1,065 shares; 2026Q2: 1,051 shares 1,051 $235K 0.06% -14 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: 6,396 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,540 shares; 2025Q3: 3,503 shares; 2025Q4: 3,052 shares; 2026Q1: 2,902 shares; 2026Q2: 2,848 shares 2,848 $233K 0.06% -54 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,303 shares; 2026Q2: 2,325 shares 2,325 $228K 0.06% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,360 shares 4,360 $223K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,933 shares; 2026Q2: 5,933 shares 5,933 $219K 0.06% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 377 shares 377 $216K 0.06% new Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,295 shares 4,295 $216K 0.06% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,818 shares 2,818 $214K 0.06% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,488 shares; 2026Q2: 1,460 shares 1,460 $214K 0.06% -28 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: not reported; 2026Q2: 831 shares 831 $213K 0.06% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918 shares; 2024Q4: 1,876 shares; 2025Q1: 1,865 shares; 2025Q2: 1,754 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,930 shares 1,930 $212K 0.06% new Timeline BOXX 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: 2,910 shares; 2025Q2: 2,360 shares; 2025Q3: 2,206 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 1,800 shares 1,800 $211K 0.06% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,126 shares; 2026Q2: 4,126 shares 4,126 $209K 0.06% 0 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: not reported; 2024Q4: 2,089 shares; 2025Q1: 2,091 shares; 2025Q2: 2,430 shares; 2025Q3: 2,431 shares; 2025Q4: 2,770 shares; 2026Q1: 2,593 shares; 2026Q2: 2,295 shares 2,295 $208K 0.06% -298 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,425 shares; 2024Q4: 4,005 shares; 2025Q1: 3,859 shares; 2025Q2: 3,358 shares; 2025Q3: 3,027 shares; 2025Q4: 2,804 shares; 2026Q1: not reported; 2026Q2: 2,165 shares 2,165 $208K 0.06% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 179 shares 179 $207K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,030 shares; 2025Q2: 4,576 shares; 2025Q3: 4,928 shares; 2025Q4: 4,494 shares; 2026Q1: 2,759 shares; 2026Q2: 2,706 shares 2,706 $204K 0.05% -53 Timeline COR CENCORA INC More: the full row for CENCORA 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: 746 shares; 2026Q2: 718 shares 718 $203K 0.05% -28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,277 shares 1,277 $202K 0.05% new 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: 3,640 shares; 2026Q1: not reported; 2026Q2: 3,541 shares 3,541 $202K 0.05% new Timeline