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: 111,449 shares; 2024Q4: 115,844 shares; 2025Q1: 113,188 shares; 2025Q2: 115,747 shares; 2025Q3: 116,160 shares; 2025Q4: 112,980 shares; 2026Q1: 120,444 shares; 2026Q2: 121,150 shares 121,150 $90.5M 12.47% +706 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: 57,138 shares; 2024Q4: 61,720 shares; 2025Q1: 70,804 shares; 2025Q2: 82,678 shares; 2025Q3: 88,460 shares; 2025Q4: 93,096 shares; 2026Q1: 103,300 shares; 2026Q2: 112,189 shares 112,189 $77.1M 10.62% +8,889 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,261 shares; 2024Q4: 221,537 shares; 2025Q1: 291,959 shares; 2025Q2: 347,221 shares; 2025Q3: 353,030 shares; 2025Q4: 361,383 shares; 2026Q1: 367,119 shares; 2026Q2: 376,578 shares 376,578 $55.9M 7.7% +9,459 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,476 shares; 2024Q4: 446,825 shares; 2025Q1: 461,863 shares; 2025Q2: 474,773 shares; 2025Q3: 466,526 shares; 2025Q4: 481,158 shares; 2026Q1: 489,271 shares; 2026Q2: 493,375 shares 493,375 $51.3M 7.07% +4,104 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: 75,328 shares; 2024Q4: 73,962 shares; 2025Q1: 71,727 shares; 2025Q2: 71,250 shares; 2025Q3: 67,007 shares; 2025Q4: 64,700 shares; 2026Q1: 64,660 shares; 2026Q2: 64,281 shares 64,281 $47.3M 6.53% -379 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,731 shares; 2024Q4: 96,706 shares; 2025Q1: 110,021 shares; 2025Q2: 118,273 shares; 2025Q3: 116,369 shares; 2025Q4: 116,597 shares; 2026Q1: 122,659 shares; 2026Q2: 123,215 shares 123,215 $37.3M 5.15% +556 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: 42,333 shares; 2024Q4: 44,418 shares; 2025Q1: 46,397 shares; 2025Q2: 48,003 shares; 2025Q3: 46,719 shares; 2025Q4: 45,622 shares; 2026Q1: 44,274 shares; 2026Q2: 43,944 shares 43,944 $30.9M 4.26% -330 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: 157,597 shares; 2024Q4: 168,255 shares; 2025Q1: 195,418 shares; 2025Q2: 239,078 shares; 2025Q3: 264,578 shares; 2025Q4: 280,395 shares; 2026Q1: 299,128 shares; 2026Q2: 322,816 shares 322,816 $24.9M 3.43% +23,688 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: 61,051 shares; 2024Q4: 64,229 shares; 2025Q1: 64,280 shares; 2025Q2: 68,707 shares; 2025Q3: 68,793 shares; 2025Q4: 68,274 shares; 2026Q1: 68,309 shares; 2026Q2: 68,323 shares 68,323 $19.8M 2.73% +14 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,724 shares; 2024Q4: 227,399 shares; 2025Q1: 231,777 shares; 2025Q2: 233,177 shares; 2025Q3: 229,604 shares; 2025Q4: 236,077 shares; 2026Q1: 234,984 shares; 2026Q2: 231,471 shares 231,471 $15.7M 2.16% -3,513 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: 211,303 shares; 2024Q4: 217,598 shares; 2025Q1: 216,519 shares; 2025Q2: 217,065 shares; 2025Q3: 194,377 shares; 2025Q4: 195,181 shares; 2026Q1: 190,823 shares; 2026Q2: 194,702 shares 194,702 $13.9M 1.91% +3,879 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: 66,512 shares; 2026Q2: 86,797 shares 86,797 $13.7M 1.89% +20,285 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: 76,643 shares; 2024Q4: 81,198 shares; 2025Q1: 184,937 shares; 2025Q2: 227,485 shares; 2025Q3: 217,452 shares; 2025Q4: 222,752 shares; 2026Q1: 227,449 shares; 2026Q2: 222,382 shares 222,382 $13.3M 1.83% -5,067 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: 9,812 shares; 2024Q4: 9,779 shares; 2025Q1: 9,784 shares; 2025Q2: 9,855 shares; 2025Q3: 10,177 shares; 2025Q4: 9,863 shares; 2026Q1: 9,889 shares; 2026Q2: 9,542 shares 9,542 $11M 1.52% -347 Timeline VSS 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: 78,666 shares; 2024Q4: 81,250 shares; 2025Q1: 80,972 shares; 2025Q2: 78,542 shares; 2025Q3: 71,177 shares; 2025Q4: 71,488 shares; 2026Q1: 70,413 shares; 2026Q2: 70,424 shares 70,424 $10.9M 1.5% +11 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: 124,588 shares; 2024Q4: 143,063 shares; 2025Q1: 142,212 shares; 2025Q2: 135,563 shares; 2025Q3: 133,080 shares; 2025Q4: 134,585 shares; 2026Q1: 127,053 shares; 2026Q2: 131,806 shares 131,806 $10.3M 1.42% +4,753 Timeline BIV 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: 63,513 shares; 2024Q4: 73,068 shares; 2025Q1: 81,852 shares; 2025Q2: 96,191 shares; 2025Q3: 102,038 shares; 2025Q4: 110,013 shares; 2026Q1: 123,086 shares; 2026Q2: 132,427 shares 132,427 $10.2M 1.4% +9,341 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,684 shares; 2024Q4: 76,275 shares; 2025Q1: 80,447 shares; 2025Q2: 90,915 shares; 2025Q3: 94,312 shares; 2025Q4: 100,577 shares; 2026Q1: 105,479 shares; 2026Q2: 99,986 shares 99,986 $8.23M 1.13% -5,493 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: 162,782 shares; 2024Q4: 187,747 shares; 2025Q1: 183,507 shares; 2025Q2: 182,799 shares; 2025Q3: 184,976 shares; 2025Q4: 184,452 shares; 2026Q1: 177,637 shares; 2026Q2: 177,675 shares 177,675 $7.88M 1.09% +38 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,974 shares; 2024Q4: 108,916 shares; 2025Q1: 114,448 shares; 2025Q2: 110,640 shares; 2025Q3: 112,906 shares; 2025Q4: 115,414 shares; 2026Q1: 61,205 shares; 2026Q2: 44,952 shares 44,952 $7.03M 0.97% -16,253 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: 134,271 shares; 2024Q4: 180,369 shares; 2025Q1: 180,371 shares; 2025Q2: 180,372 shares; 2025Q3: 181,201 shares; 2025Q4: 39,114 shares; 2026Q1: 39,116 shares; 2026Q2: 39,118 shares 39,118 $6.65M 0.92% +2 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: 25,823 shares; 2024Q4: 26,146 shares; 2025Q1: 26,841 shares; 2025Q2: 31,217 shares; 2025Q3: 31,183 shares; 2025Q4: 31,422 shares; 2026Q1: 31,902 shares; 2026Q2: 31,931 shares 31,931 $6.39M 0.88% +29 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: 12,698 shares; 2024Q4: 12,620 shares; 2025Q1: 12,632 shares; 2025Q2: 12,672 shares; 2025Q3: 12,308 shares; 2025Q4: 12,096 shares; 2026Q1: 11,785 shares; 2026Q2: 11,796 shares 11,796 $6.16M 0.85% +11 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: 19,808 shares; 2024Q4: 20,301 shares; 2025Q1: 20,020 shares; 2025Q2: 20,733 shares; 2025Q3: 17,867 shares; 2025Q4: 18,161 shares; 2026Q1: 18,408 shares; 2026Q2: 18,360 shares 18,360 $5.57M 0.77% -48 Timeline USHY 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: 149,025 shares 149,025 $5.52M 0.76% new 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: 35,923 shares; 2024Q4: 37,972 shares; 2025Q1: 41,458 shares; 2025Q2: 49,995 shares; 2025Q3: 57,760 shares; 2025Q4: 63,794 shares; 2026Q1: 71,220 shares; 2026Q2: 54,019 shares 54,019 $5.21M 0.72% -17,201 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: 12,849 shares; 2024Q4: 13,045 shares; 2025Q1: 12,660 shares; 2025Q2: 12,955 shares; 2025Q3: 12,769 shares; 2025Q4: 12,771 shares; 2026Q1: 12,954 shares; 2026Q2: 12,955 shares 12,955 $4.63M 0.64% +1 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,694 shares; 2026Q1: not reported; 2026Q2: 42,989 shares 42,989 $4.15M 0.57% new 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: 2,654 shares; 2025Q2: 9,014 shares; 2025Q3: 15,033 shares; 2025Q4: 24,788 shares; 2026Q1: 39,363 shares; 2026Q2: 50,219 shares 50,219 $3.97M 0.55% +10,856 Timeline BSVO 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: 115,544 shares; 2024Q4: 118,203 shares; 2025Q1: 118,203 shares; 2025Q2: 118,203 shares; 2025Q3: 118,840 shares; 2025Q4: 108,297 shares; 2026Q1: 106,742 shares; 2026Q2: 105,525 shares 105,525 $3.08M 0.42% -1,217 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: 13,882 shares; 2024Q4: 15,365 shares; 2025Q1: 19,980 shares; 2025Q2: 20,540 shares; 2025Q3: 22,640 shares; 2025Q4: 23,909 shares; 2026Q1: 25,511 shares; 2026Q2: 28,400 shares 28,400 $3.06M 0.42% +2,889 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,261 shares; 2024Q4: 60,866 shares; 2025Q1: 56,545 shares; 2025Q2: 56,756 shares; 2025Q3: 54,958 shares; 2025Q4: 54,845 shares; 2026Q1: 52,933 shares; 2026Q2: 36,654 shares 36,654 $2.93M 0.4% -16,279 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: 8,074 shares; 2024Q4: 8,467 shares; 2025Q1: 8,476 shares; 2025Q2: 8,525 shares; 2025Q3: 8,792 shares; 2025Q4: 8,773 shares; 2026Q1: 8,789 shares; 2026Q2: 8,748 shares 8,748 $2.86M 0.39% -41 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,947 shares; 2024Q4: 9,952 shares; 2025Q1: 9,952 shares; 2025Q2: 11,087 shares; 2025Q3: 11,087 shares; 2025Q4: 11,090 shares; 2026Q1: 11,147 shares; 2026Q2: 11,147 shares 11,147 $2.85M 0.39% 0 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: 20,009 shares; 2024Q4: 20,359 shares; 2025Q1: 20,359 shares; 2025Q2: 19,784 shares; 2025Q3: 19,684 shares; 2025Q4: 19,684 shares; 2026Q1: 20,402 shares; 2026Q2: 20,402 shares 20,402 $2.79M 0.38% 0 Timeline BKLN 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: 83,342 shares; 2025Q2: 87,889 shares; 2025Q3: 91,439 shares; 2025Q4: 104,473 shares; 2026Q1: 117,472 shares; 2026Q2: 134,967 shares 134,967 $2.75M 0.38% +17,495 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: 8,039 shares; 2024Q4: 9,840 shares; 2025Q1: 9,557 shares; 2025Q2: 11,333 shares; 2025Q3: 11,267 shares; 2025Q4: 11,190 shares; 2026Q1: 11,199 shares; 2026Q2: 11,249 shares 11,249 $2.68M 0.37% +50 Timeline SPSM 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: 52,915 shares; 2024Q4: 50,652 shares; 2025Q1: 49,962 shares; 2025Q2: 46,726 shares; 2025Q3: 46,110 shares; 2025Q4: 45,958 shares; 2026Q1: 44,111 shares; 2026Q2: 44,529 shares 44,529 $2.57M 0.35% +418 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: 5,027 shares; 2024Q4: 5,031 shares; 2025Q1: 5,022 shares; 2025Q2: 5,145 shares; 2025Q3: 5,126 shares; 2025Q4: 5,130 shares; 2026Q1: 5,091 shares; 2026Q2: 20,359 shares 20,359 $2.53M 0.35% +15,268 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: 5,642 shares; 2024Q4: 5,960 shares; 2025Q1: 5,964 shares; 2025Q2: 6,305 shares; 2025Q3: 6,338 shares; 2025Q4: 6,291 shares; 2026Q1: 6,279 shares; 2026Q2: 6,335 shares 6,335 $2.36M 0.33% +56 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: 9,015 shares; 2024Q4: 9,048 shares; 2025Q1: 8,547 shares; 2025Q2: 8,688 shares; 2025Q3: 6,781 shares; 2025Q4: 6,998 shares; 2026Q1: 7,102 shares; 2026Q2: 28,497 shares 28,497 $2.3M 0.32% +21,395 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,712 shares; 2024Q4: 7,028 shares; 2025Q1: 7,043 shares; 2025Q2: 7,061 shares; 2025Q3: 7,034 shares; 2025Q4: 7,202 shares; 2026Q1: 7,526 shares; 2026Q2: 7,522 shares 7,522 $2.26M 0.31% -4 Timeline DFUV 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: 28,889 shares; 2024Q4: 41,500 shares; 2025Q1: 41,500 shares; 2025Q2: 41,181 shares; 2025Q3: 41,408 shares; 2025Q4: 40,523 shares; 2026Q1: 40,523 shares; 2026Q2: 40,523 shares 40,523 $2.23M 0.31% 0 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: 3,611 shares; 2024Q4: 3,665 shares; 2025Q1: 3,686 shares; 2025Q2: 3,626 shares; 2025Q3: 3,335 shares; 2025Q4: 3,205 shares; 2026Q1: 3,278 shares; 2026Q2: 4,417 shares 4,417 $2.21M 0.3% +1,139 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: 3,454 shares; 2025Q1: 3,659 shares; 2025Q2: 6,688 shares; 2025Q3: 6,688 shares; 2025Q4: 6,471 shares; 2026Q1: 6,471 shares; 2026Q2: 6,471 shares 6,471 $2.21M 0.3% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,459 shares; 2025Q3: 10,220 shares; 2025Q4: 10,220 shares; 2026Q1: 10,221 shares; 2026Q2: 10,221 shares 10,221 $2.05M 0.28% 0 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: 4,544 shares; 2024Q4: 5,101 shares; 2025Q1: 5,298 shares; 2025Q2: 5,156 shares; 2025Q3: 5,131 shares; 2025Q4: 5,177 shares; 2026Q1: 5,366 shares; 2026Q2: 5,278 shares 5,278 $1.95M 0.27% -88 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: 36,892 shares; 2024Q4: 52,484 shares; 2025Q1: 51,655 shares; 2025Q2: 51,752 shares; 2025Q3: 52,237 shares; 2025Q4: 52,289 shares; 2026Q1: 49,139 shares; 2026Q2: 48,904 shares 48,904 $1.8M 0.25% -235 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: 2,264 shares; 2024Q4: 2,776 shares; 2025Q1: 2,718 shares; 2025Q2: 3,223 shares; 2025Q3: 3,229 shares; 2025Q4: 3,172 shares; 2026Q1: 3,172 shares; 2026Q2: 3,172 shares 3,172 $1.79M 0.25% 0 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: 11,823 shares; 2025Q1: 10,590 shares; 2025Q2: 11,415 shares; 2025Q3: 13,692 shares; 2025Q4: 15,377 shares; 2026Q1: 15,631 shares; 2026Q2: 16,624 shares 16,624 $1.77M 0.24% +993 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,882 shares; 2024Q4: 15,992 shares; 2025Q1: 16,049 shares; 2025Q2: 15,049 shares; 2025Q3: 15,264 shares; 2025Q4: 16,292 shares; 2026Q1: 15,933 shares; 2026Q2: 15,657 shares 15,657 $1.73M 0.24% -276 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: not reported; 2024Q4: 26,744 shares; 2025Q1: 26,044 shares; 2025Q2: 26,044 shares; 2025Q3: 24,489 shares; 2025Q4: 24,489 shares; 2026Q1: 24,489 shares; 2026Q2: 24,489 shares 24,489 $1.71M 0.24% 0 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: 4,306 shares; 2024Q4: 4,336 shares; 2025Q1: 4,336 shares; 2025Q2: 4,873 shares; 2025Q3: 4,856 shares; 2025Q4: 4,802 shares; 2026Q1: 4,802 shares; 2026Q2: 4,802 shares 4,802 $1.7M 0.23% 0 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: 6,932 shares; 2024Q4: 6,932 shares; 2025Q1: 6,932 shares; 2025Q2: 7,632 shares; 2025Q3: 7,632 shares; 2025Q4: 7,632 shares; 2026Q1: 7,632 shares; 2026Q2: 7,632 shares 7,632 $1.6M 0.22% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,753 shares; 2024Q4: 8,620 shares; 2025Q1: 8,620 shares; 2025Q2: 8,620 shares; 2025Q3: 8,620 shares; 2025Q4: 8,620 shares; 2026Q1: 8,620 shares; 2026Q2: 8,620 shares 8,620 $1.56M 0.21% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,442 shares; 2024Q4: 4,306 shares; 2025Q1: 4,230 shares; 2025Q2: 4,233 shares; 2025Q3: 4,237 shares; 2025Q4: 4,241 shares; 2026Q1: 4,284 shares; 2026Q2: 4,249 shares 4,249 $1.44M 0.2% -35 Timeline SPDW 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: 23,053 shares; 2024Q4: 23,372 shares; 2025Q1: 23,372 shares; 2025Q2: 23,761 shares; 2025Q3: 23,903 shares; 2025Q4: 24,327 shares; 2026Q1: 24,327 shares; 2026Q2: 26,548 shares 26,548 $1.34M 0.18% +2,221 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: 5,206 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares; 2026Q2: 5,259 shares 5,259 $1.32M 0.18% +359 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: 10,298 shares; 2024Q4: 10,301 shares; 2025Q1: 10,067 shares; 2025Q2: 10,069 shares; 2025Q3: 10,170 shares; 2025Q4: 9,810 shares; 2026Q1: 9,354 shares; 2026Q2: 9,354 shares 9,354 $1.29M 0.18% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,350 shares; 2024Q4: 3,404 shares; 2025Q1: 2,886 shares; 2025Q2: 3,131 shares; 2025Q3: 3,078 shares; 2025Q4: 3,066 shares; 2026Q1: 2,979 shares; 2026Q2: 2,979 shares 2,979 $1.25M 0.17% 0 Timeline SCHH 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: 66,581 shares; 2024Q4: 66,279 shares; 2025Q1: 64,512 shares; 2025Q2: 60,031 shares; 2025Q3: 57,349 shares; 2025Q4: 57,093 shares; 2026Q1: 56,302 shares; 2026Q2: 52,010 shares 52,010 $1.23M 0.17% -4,292 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: 2,070 shares; 2024Q4: 2,063 shares; 2025Q1: 2,057 shares; 2025Q2: 2,344 shares; 2025Q3: 2,361 shares; 2025Q4: 2,415 shares; 2026Q1: 2,386 shares; 2026Q2: 14,155 shares 14,155 $1.22M 0.17% +11,769 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: 14,453 shares; 2024Q4: 14,503 shares; 2025Q1: 4,569 shares; 2025Q2: 4,366 shares; 2025Q3: 4,559 shares; 2025Q4: 2,964 shares; 2026Q1: 2,970 shares; 2026Q2: 2,974 shares 2,974 $1.22M 0.17% +4 Timeline ESGV 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: 6,098 shares; 2024Q4: 6,208 shares; 2025Q1: 6,346 shares; 2025Q2: 6,357 shares; 2025Q3: 5,962 shares; 2025Q4: 5,975 shares; 2026Q1: 8,996 shares; 2026Q2: 9,208 shares 9,208 $1.22M 0.17% +212 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; 2024Q3: 5,767 shares; 2024Q4: 5,919 shares; 2025Q1: 5,937 shares; 2025Q2: 5,592 shares; 2025Q3: 5,712 shares; 2025Q4: 3,643 shares; 2026Q1: 4,683 shares; 2026Q2: 5,130 shares 5,130 $1.21M 0.17% +447 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: 3,803 shares; 2024Q4: 4,414 shares; 2025Q1: 4,410 shares; 2025Q2: 4,649 shares; 2025Q3: 4,646 shares; 2025Q4: 4,641 shares; 2026Q1: 4,784 shares; 2026Q2: 4,757 shares 4,757 $1.21M 0.17% -27 Timeline RSP 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: 1,829 shares; 2024Q4: 2,482 shares; 2025Q1: 34,287 shares; 2025Q2: 34,370 shares; 2025Q3: 4,273 shares; 2025Q4: 3,250 shares; 2026Q1: 5,437 shares; 2026Q2: 5,601 shares 5,601 $1.19M 0.16% +164 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: 1,911 shares; 2024Q4: 8,129 shares; 2025Q1: 6,737 shares; 2025Q2: 5,956 shares; 2025Q3: 5,992 shares; 2025Q4: 6,047 shares; 2026Q1: 7,024 shares; 2026Q2: 7,084 shares 7,084 $1.16M 0.16% +60 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; 2024Q3: 3,765 shares; 2024Q4: 4,257 shares; 2025Q1: 4,263 shares; 2025Q2: 4,317 shares; 2025Q3: 4,321 shares; 2025Q4: 4,329 shares; 2026Q1: 4,334 shares; 2026Q2: 4,337 shares 4,337 $1.05M 0.15% +3 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: 8,276 shares; 2024Q4: 12,977 shares; 2025Q1: 13,277 shares; 2025Q2: 12,934 shares; 2025Q3: 12,934 shares; 2025Q4: 12,634 shares; 2026Q1: 12,634 shares; 2026Q2: 12,634 shares 12,634 $1.04M 0.14% 0 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; 2024Q3: 17,361 shares; 2024Q4: 19,996 shares; 2025Q1: 19,608 shares; 2025Q2: 19,336 shares; 2025Q3: 19,669 shares; 2025Q4: 19,152 shares; 2026Q1: 19,152 shares; 2026Q2: 19,152 shares 19,152 $1.03M 0.14% 0 Timeline VBK 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: 2,531 shares; 2024Q4: 2,877 shares; 2025Q1: 2,877 shares; 2025Q2: 2,849 shares; 2025Q3: 2,816 shares; 2025Q4: 2,817 shares; 2026Q1: 2,818 shares; 2026Q2: 2,818 shares 2,818 $1.03M 0.14% 0 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: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 1,093 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,095 shares; 2026Q2: 1,095 shares 1,095 $1.02M 0.14% 0 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: 10,696 shares; 2024Q4: 12,908 shares; 2025Q1: 12,077 shares; 2025Q2: 12,252 shares; 2025Q3: 12,065 shares; 2025Q4: 12,090 shares; 2026Q1: 12,106 shares; 2026Q2: 12,394 shares 12,394 $1.02M 0.14% +288 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: 7,728 shares; 2024Q4: 8,003 shares; 2025Q1: 8,011 shares; 2025Q2: 8,305 shares; 2025Q3: 8,327 shares; 2025Q4: 8,334 shares; 2026Q1: 8,334 shares; 2026Q2: 8,434 shares 8,434 $991K 0.14% +100 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: 861 shares; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 818 shares; 2026Q2: 820 shares 820 $984K 0.14% +2 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,708 shares; 2024Q4: 6,407 shares; 2025Q1: 6,468 shares; 2025Q2: 6,583 shares; 2025Q3: 6,583 shares; 2025Q4: 6,078 shares; 2026Q1: 7,609 shares; 2026Q2: 7,609 shares 7,609 $978K 0.13% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 2,020 shares; 2025Q4: 2,020 shares; 2026Q1: 2,020 shares; 2026Q2: 2,020 shares 2,020 $977K 0.13% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,626 shares; 2024Q4: 16,274 shares; 2025Q1: 16,274 shares; 2025Q2: 15,616 shares; 2025Q3: 15,616 shares; 2025Q4: 15,616 shares; 2026Q1: 15,616 shares; 2026Q2: 15,616 shares 15,616 $943K 0.13% 0 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: 2,456 shares; 2024Q4: 2,626 shares; 2025Q1: 2,630 shares; 2025Q2: 2,635 shares; 2025Q3: 2,639 shares; 2025Q4: 2,643 shares; 2026Q1: 2,603 shares; 2026Q2: 2,543 shares 2,543 $897K 0.12% -60 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,400 shares; 2024Q4: 29,050 shares; 2025Q1: 29,050 shares; 2025Q2: 29,050 shares; 2025Q3: 29,050 shares; 2025Q4: 29,050 shares; 2026Q1: 61,842 shares; 2026Q2: 61,842 shares 61,842 $887K 0.12% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,713 shares; 2024Q4: 5,713 shares; 2025Q1: 5,713 shares; 2025Q2: 6,198 shares; 2025Q3: 6,198 shares; 2025Q4: 6,198 shares; 2026Q1: 6,198 shares; 2026Q2: 6,198 shares 6,198 $868K 0.12% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,999 shares; 2024Q4: 5,999 shares; 2025Q1: 5,999 shares; 2025Q2: 5,999 shares; 2025Q3: 5,999 shares; 2025Q4: 5,999 shares; 2026Q1: 5,999 shares; 2026Q2: 5,999 shares 5,999 $868K 0.12% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,016 shares; 2024Q4: 3,016 shares; 2025Q1: 3,016 shares; 2025Q2: 3,026 shares; 2025Q3: 3,016 shares; 2025Q4: 3,016 shares; 2026Q1: 3,016 shares; 2026Q2: 3,016 shares 3,016 $820K 0.11% 0 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: 8,152 shares; 2024Q4: 10,279 shares; 2025Q1: 8,650 shares; 2025Q2: 9,687 shares; 2025Q3: 9,838 shares; 2025Q4: 11,865 shares; 2026Q1: 10,386 shares; 2026Q2: 9,423 shares 9,423 $781K 0.11% -963 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,882 shares; 2024Q4: 5,882 shares; 2025Q1: 5,882 shares; 2025Q2: 5,882 shares; 2025Q3: 5,882 shares; 2025Q4: 5,883 shares; 2026Q1: 5,883 shares; 2026Q2: 5,884 shares 5,884 $691K 0.1% +1 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: 11,753 shares; 2024Q4: 11,745 shares; 2025Q1: 11,749 shares; 2025Q2: 11,808 shares; 2025Q3: 11,702 shares; 2025Q4: 11,705 shares; 2026Q1: 11,709 shares; 2026Q2: 11,713 shares 11,713 $667K 0.09% +4 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,502 shares; 2024Q4: 3,512 shares; 2025Q1: 3,512 shares; 2025Q2: 3,601 shares; 2025Q3: 3,594 shares; 2025Q4: 3,312 shares; 2026Q1: 5,835 shares; 2026Q2: 5,835 shares 5,835 $661K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 2,506 shares; 2026Q1: 2,508 shares; 2026Q2: 2,510 shares 2,510 $633K 0.09% +2 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,292 shares; 2026Q2: 1,826 shares 1,826 $628K 0.09% +534 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: 11,198 shares; 2024Q4: 9,702 shares; 2025Q1: 8,551 shares; 2025Q2: 7,589 shares; 2025Q3: 6,766 shares; 2025Q4: 6,652 shares; 2026Q1: 6,183 shares; 2026Q2: 6,111 shares 6,111 $615K 0.08% -72 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,525 shares; 2024Q4: 8,525 shares; 2025Q1: 8,525 shares; 2025Q2: 8,525 shares; 2025Q3: 8,525 shares; 2025Q4: 8,525 shares; 2026Q1: 8,525 shares; 2026Q2: 8,525 shares 8,525 $613K 0.08% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,026 shares; 2024Q4: 1,141 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares; 2026Q2: 7,172 shares 7,172 $593K 0.08% +5,977 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,005 shares; 2024Q4: 4,005 shares; 2025Q1: 4,005 shares; 2025Q2: 4,005 shares; 2025Q3: 4,006 shares; 2025Q4: 4,007 shares; 2026Q1: 4,008 shares; 2026Q2: 4,008 shares 4,008 $592K 0.08% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,458 shares; 2024Q4: 9,030 shares; 2025Q1: 6,837 shares; 2025Q2: 6,002 shares; 2025Q3: 6,002 shares; 2025Q4: 6,062 shares; 2026Q1: 6,062 shares; 2026Q2: 6,112 shares 6,112 $544K 0.07% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,221 shares; 2026Q2: 17,139 shares 17,139 $504K 0.07% -1,082 Timeline VSGX 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: 5,907 shares; 2024Q4: 6,714 shares; 2025Q1: 6,754 shares; 2025Q2: 6,424 shares; 2025Q3: 6,044 shares; 2025Q4: 6,116 shares; 2026Q1: 5,764 shares; 2026Q2: 6,088 shares 6,088 $501K 0.07% +324 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: 2,270 shares; 2024Q4: 2,274 shares; 2025Q1: 2,139 shares; 2025Q2: 2,142 shares; 2025Q3: 2,175 shares; 2025Q4: 2,178 shares; 2026Q1: 2,125 shares; 2026Q2: 2,126 shares 2,126 $483K 0.07% +1 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,505 shares; 2024Q4: 4,753 shares; 2025Q1: 4,738 shares; 2025Q2: 4,948 shares; 2025Q3: 4,919 shares; 2025Q4: 4,807 shares; 2026Q1: 4,798 shares; 2026Q2: 4,921 shares 4,921 $474K 0.07% +123 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,466 shares; 2024Q4: 1,466 shares; 2025Q1: 1,466 shares; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390 $461K 0.06% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $460K 0.06% 0 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: 411 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 484 shares; 2025Q4: 485 shares; 2026Q1: 470 shares; 2026Q2: 599 shares 599 $449K 0.06% +129 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,820 shares; 2025Q1: 3,820 shares; 2025Q2: 4,325 shares; 2025Q3: 4,329 shares; 2025Q4: 4,307 shares; 2026Q1: 4,307 shares; 2026Q2: 4,307 shares 4,307 $440K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,265 shares; 2025Q3: 2,268 shares; 2025Q4: 2,268 shares; 2026Q1: 2,268 shares; 2026Q2: 2,268 shares 2,268 $419K 0.06% 0 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: not reported; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 577 shares; 2025Q3: 573 shares; 2025Q4: 5,795 shares; 2026Q1: 5,831 shares; 2026Q2: 5,831 shares 5,831 $416K 0.06% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,309 shares; 2024Q4: 15,462 shares; 2025Q1: 14,490 shares; 2025Q2: 14,483 shares; 2025Q3: 11,893 shares; 2025Q4: 11,803 shares; 2026Q1: 11,289 shares; 2026Q2: 10,341 shares 10,341 $416K 0.06% -948 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,499 shares; 2024Q4: 6,934 shares; 2025Q1: 6,934 shares; 2025Q2: 7,184 shares; 2025Q3: 7,184 shares; 2025Q4: 7,184 shares; 2026Q1: 7,184 shares; 2026Q2: 7,184 shares 7,184 $416K 0.06% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,016 shares; 2024Q4: 2,016 shares; 2025Q1: 2,016 shares; 2025Q2: 2,016 shares; 2025Q3: 2,016 shares; 2025Q4: 2,016 shares; 2026Q1: 2,016 shares; 2026Q2: 2,016 shares 2,016 $413K 0.06% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,635 shares; 2024Q4: 1,828 shares; 2025Q1: 1,844 shares; 2025Q2: 1,884 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,885 shares; 2026Q2: 1,885 shares 1,885 $413K 0.06% 0 Timeline DFIS 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: 12,903 shares; 2024Q4: 13,050 shares; 2025Q1: 13,013 shares; 2025Q2: 13,699 shares; 2025Q3: 12,011 shares; 2025Q4: 12,003 shares; 2026Q1: 11,422 shares; 2026Q2: 11,588 shares 11,588 $406K 0.06% +166 Timeline SHM 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: 9,948 shares; 2024Q4: 9,988 shares; 2025Q1: 10,025 shares; 2025Q2: 9,281 shares; 2025Q3: 9,336 shares; 2025Q4: 9,030 shares; 2026Q1: 8,485 shares; 2026Q2: 8,401 shares 8,401 $403K 0.06% -84 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 791 shares; 2025Q4: 791 shares; 2026Q1: 791 shares; 2026Q2: 791 shares 791 $403K 0.06% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 1,428 shares 1,428 $394K 0.05% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 609 shares; 2025Q1: not reported; 2025Q2: 594 shares; 2025Q3: 504 shares; 2025Q4: 517 shares; 2026Q1: 517 shares; 2026Q2: 517 shares 517 $394K 0.05% 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: 9,792 shares; 2024Q4: 3,602 shares; 2025Q1: 3,602 shares; 2025Q2: 4,102 shares; 2025Q3: 4,612 shares; 2025Q4: 4,613 shares; 2026Q1: 4,613 shares; 2026Q2: 4,613 shares 4,613 $375K 0.05% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,508 shares; 2024Q4: 2,508 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares; 2026Q1: 2,508 shares; 2026Q2: 2,508 shares 2,508 $367K 0.05% 0 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,148 shares; 2024Q4: 9,150 shares; 2025Q1: 9,051 shares; 2025Q2: 9,190 shares; 2025Q3: 9,191 shares; 2025Q4: 9,725 shares; 2026Q1: 9,633 shares; 2026Q2: 9,233 shares 9,233 $364K 0.05% -400 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,734 shares; 2024Q4: 6,734 shares; 2025Q1: 6,734 shares; 2025Q2: 6,734 shares; 2025Q3: 6,564 shares; 2025Q4: 6,564 shares; 2026Q1: 6,564 shares; 2026Q2: 6,564 shares 6,564 $360K 0.05% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,016 shares; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,317 shares; 2025Q3: 1,323 shares; 2025Q4: 1,324 shares; 2026Q1: 1,325 shares; 2026Q2: 1,327 shares 1,327 $359K 0.05% +2 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,700 shares; 2025Q1: 1,715 shares; 2025Q2: 2,216 shares; 2025Q3: 2,215 shares; 2025Q4: 2,215 shares; 2026Q1: 2,290 shares; 2026Q2: 2,290 shares 2,290 $359K 0.05% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 813 shares 813 $351K 0.05% new 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: 1,868 shares; 2024Q4: 1,773 shares; 2025Q1: 1,773 shares; 2025Q2: 1,779 shares; 2025Q3: 1,463 shares; 2025Q4: 1,463 shares; 2026Q1: 1,463 shares; 2026Q2: 1,463 shares 1,463 $348K 0.05% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,882 shares; 2024Q4: 1,879 shares; 2025Q1: 1,878 shares; 2025Q2: 1,572 shares; 2025Q3: 1,676 shares; 2025Q4: 1,424 shares; 2026Q1: 1,428 shares; 2026Q2: 1,431 shares 1,431 $347K 0.05% +3 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,517 shares; 2025Q1: 2,520 shares; 2025Q2: 2,524 shares; 2025Q3: 2,527 shares; 2025Q4: 2,522 shares; 2026Q1: not reported; 2026Q2: 2,949 shares 2,949 $333K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,386 shares; 2025Q3: 1,574 shares; 2025Q4: 1,574 shares; 2026Q1: 1,505 shares; 2026Q2: 1,487 shares 1,487 $324K 0.04% -18 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $323K 0.04% 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: 3,118 shares; 2024Q4: 3,658 shares; 2025Q1: 3,924 shares; 2025Q2: 3,778 shares; 2025Q3: 3,676 shares; 2025Q4: 3,723 shares; 2026Q1: 3,817 shares; 2026Q2: 3,756 shares 3,756 $321K 0.04% -61 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 616 shares; 2026Q1: 619 shares; 2026Q2: 619 shares 619 $318K 0.04% 0 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,770 shares; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares; 2026Q1: 2,770 shares; 2026Q2: 2,770 shares 2,770 $316K 0.04% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,553 shares; 2024Q4: 3,580 shares; 2025Q1: 3,592 shares; 2025Q2: 3,608 shares; 2025Q3: 3,880 shares; 2025Q4: 3,641 shares; 2026Q1: 3,650 shares; 2026Q2: 3,089 shares 3,089 $316K 0.04% -561 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 355 shares; 2026Q2: 356 shares 356 $305K 0.04% +1 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,083 shares; 2024Q4: 10,083 shares; 2025Q1: 10,083 shares; 2025Q2: 10,083 shares; 2025Q3: 10,083 shares; 2025Q4: 10,083 shares; 2026Q1: 10,083 shares; 2026Q2: 10,083 shares 10,083 $305K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 282 shares 282 $300K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,111 shares; 2025Q3: 5,085 shares; 2025Q4: 5,142 shares; 2026Q1: 5,142 shares; 2026Q2: 5,701 shares 5,701 $295K 0.04% +559 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,248 shares; 2026Q1: 5,248 shares; 2026Q2: 5,248 shares 5,248 $293K 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,976 shares; 2024Q4: 8,976 shares; 2025Q1: 8,976 shares; 2025Q2: 8,976 shares; 2025Q3: 6,126 shares; 2025Q4: 6,126 shares; 2026Q1: 6,126 shares; 2026Q2: 6,126 shares 6,126 $291K 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 494 shares 494 $287K 0.04% 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: 2,914 shares; 2024Q4: 3,294 shares; 2025Q1: 3,295 shares; 2025Q2: 3,296 shares; 2025Q3: 3,169 shares; 2025Q4: 3,169 shares; 2026Q1: 3,169 shares; 2026Q2: 3,169 shares 3,169 $278K 0.04% 0 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: 2,296 shares; 2024Q4: 1,874 shares; 2025Q1: 1,874 shares; 2025Q2: 1,890 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares; 2026Q2: 1,936 shares 1,936 $277K 0.04% +40 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,918 shares; 2024Q4: 5,116 shares; 2025Q1: not reported; 2025Q2: 4,418 shares; 2025Q3: 4,120 shares; 2025Q4: 4,171 shares; 2026Q1: 4,171 shares; 2026Q2: 4,026 shares 4,026 $275K 0.04% -145 Timeline DGRO 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: 3,626 shares; 2026Q2: 3,630 shares 3,630 $275K 0.04% +4 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,597 shares; 2024Q4: 4,635 shares; 2025Q1: 4,414 shares; 2025Q2: 4,395 shares; 2025Q3: 2,278 shares; 2025Q4: 1,982 shares; 2026Q1: 2,165 shares; 2026Q2: 1,979 shares 1,979 $270K 0.04% -186 Timeline IJT 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: 1,502 shares; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: 1,505 shares; 2025Q4: 1,507 shares; 2026Q1: 1,508 shares; 2026Q2: 1,509 shares 1,509 $270K 0.04% +1 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 723 shares; 2026Q1: not reported; 2026Q2: 717 shares 717 $255K 0.04% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,002 shares; 2024Q4: 7,691 shares; 2025Q1: 7,742 shares; 2025Q2: 8,040 shares; 2025Q3: 7,435 shares; 2025Q4: 7,435 shares; 2026Q1: 5,968 shares; 2026Q2: 5,969 shares 5,969 $253K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 707 shares; 2026Q1: 718 shares; 2026Q2: 671 shares 671 $251K 0.03% -47 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,099 shares; 2024Q4: 2,809 shares; 2025Q1: 2,816 shares; 2025Q2: 2,675 shares; 2025Q3: not reported; 2025Q4: 2,313 shares; 2026Q1: 2,313 shares; 2026Q2: 2,313 shares 2,313 $249K 0.03% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 1,586 shares 1,586 $243K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 8,002 shares; 2025Q2: 8,104 shares; 2025Q3: 8,167 shares; 2025Q4: 8,305 shares; 2026Q1: 8,306 shares; 2026Q2: 8,306 shares 8,306 $241K 0.03% 0 Timeline JPST 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: 4,530 shares; 2024Q4: 4,530 shares; 2025Q1: 4,648 shares; 2025Q2: 4,543 shares; 2025Q3: 4,495 shares; 2025Q4: 4,345 shares; 2026Q1: 4,390 shares; 2026Q2: 4,649 shares 4,649 $235K 0.03% +259 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,759 shares; 2024Q4: 5,962 shares; 2025Q1: 5,595 shares; 2025Q2: 5,535 shares; 2025Q3: 5,541 shares; 2025Q4: 5,546 shares; 2026Q1: 5,549 shares; 2026Q2: 5,557 shares 5,557 $228K 0.03% +8 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 501 shares 501 $226K 0.03% 0 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: 2,561 shares; 2025Q1: 2,886 shares; 2025Q2: 3,326 shares; 2025Q3: 3,335 shares; 2025Q4: 4,523 shares; 2026Q1: 4,728 shares; 2026Q2: 4,393 shares 4,393 $224K 0.03% -335 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: not reported; 2025Q1: 1,695 shares; 2025Q2: 2,445 shares; 2025Q3: 2,453 shares; 2025Q4: 2,453 shares; 2026Q1: 2,453 shares; 2026Q2: 2,453 shares 2,453 $223K 0.03% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 1,891 shares 1,891 $222K 0.03% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 551 shares; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 432 shares; 2026Q2: 432 shares 432 $217K 0.03% 0 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; 2024Q3: not reported; 2024Q4: 4,112 shares; 2025Q1: 4,538 shares; 2025Q2: 3,528 shares; 2025Q3: 3,759 shares; 2025Q4: 3,645 shares; 2026Q1: not reported; 2026Q2: 3,671 shares 3,671 $216K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 179 shares 179 $210K 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 329 shares 329 $209K 0.03% new Timeline IWY 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: 712 shares 712 $207K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,062 shares 1,062 $202K 0.03% new Timeline TCV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,312 shares 6,312 $202K 0.03% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,102 shares; 2025Q3: 8,102 shares; 2025Q4: 8,152 shares; 2026Q1: not reported; 2026Q2: 8,002 shares 8,002 $202K 0.03% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,227 shares 4,227 $200K 0.03% new Timeline REPL REPLIMUNE GROUP INC More: the full row for REPLIMUNE 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: 10,000 shares 10,000 $111K 0.02% new Timeline