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: 6,662,341 shares; 2024Q4: 6,543,610 shares; 2025Q1: 5,850,934 shares; 2025Q2: 5,825,960 shares; 2025Q3: 5,856,832 shares; 2025Q4: 5,844,597 shares; 2026Q1: 5,900,990 shares; 2026Q2: 5,887,790 shares 5,887,790 $485M 19.25% -13,200 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,369,519 shares; 2024Q4: 7,196,286 shares; 2025Q1: 6,312,286 shares; 2025Q2: 6,171,419 shares; 2025Q3: 6,520,506 shares; 2025Q4: 6,442,632 shares; 2026Q1: 6,383,799 shares; 2026Q2: 6,328,437 shares 6,328,437 $442M 17.56% -55,362 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: 5,859,313 shares; 2024Q4: 5,803,530 shares; 2025Q1: 5,160,953 shares; 2025Q2: 5,052,581 shares; 2025Q3: 4,992,856 shares; 2025Q4: 4,952,650 shares; 2026Q1: 4,952,143 shares; 2026Q2: 4,989,844 shares 4,989,844 $409M 16.23% +37,701 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: 6,328,129 shares; 2024Q4: 6,160,386 shares; 2025Q1: 5,409,149 shares; 2025Q2: 5,267,199 shares; 2025Q3: 5,827,280 shares; 2025Q4: 5,733,670 shares; 2026Q1: 5,738,753 shares; 2026Q2: 5,787,541 shares 5,787,541 $318M 12.64% +48,788 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: 3,639,984 shares; 2024Q4: 3,618,375 shares; 2025Q1: 3,192,081 shares; 2025Q2: 3,162,788 shares; 2025Q3: 3,628,776 shares; 2025Q4: 3,571,373 shares; 2026Q1: 3,550,562 shares; 2026Q2: 3,590,153 shares 3,590,153 $194M 7.7% +39,591 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: 1,809,486 shares; 2024Q4: 1,891,766 shares; 2025Q1: 1,957,175 shares; 2025Q2: 2,185,576 shares; 2025Q3: 2,427,771 shares; 2025Q4: 2,556,867 shares; 2026Q1: 2,761,776 shares; 2026Q2: 2,844,072 shares 2,844,072 $110M 4.38% +82,296 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871,560 shares; 2024Q4: 919,463 shares; 2025Q1: 981,161 shares; 2025Q2: 1,068,530 shares; 2025Q3: 1,139,488 shares; 2025Q4: 1,205,736 shares; 2026Q1: 1,368,350 shares; 2026Q2: 1,446,042 shares 1,446,042 $57.2M 2.27% +77,692 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: 2,451 shares; 2025Q2: 2,528 shares; 2025Q3: 389,783 shares; 2025Q4: 381,204 shares; 2026Q1: 389,812 shares; 2026Q2: 428,528 shares 428,528 $43.1M 1.71% +38,716 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,047 shares; 2024Q4: 212,431 shares; 2025Q1: 444,984 shares; 2025Q2: 445,692 shares; 2025Q3: 474,007 shares; 2025Q4: 482,819 shares; 2026Q1: 477,240 shares; 2026Q2: 519,959 shares 519,959 $38.2M 1.52% +42,719 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: 110,783 shares; 2024Q4: 110,575 shares; 2025Q1: 103,299 shares; 2025Q2: 105,843 shares; 2025Q3: 108,641 shares; 2025Q4: 232,355 shares; 2026Q1: 567,137 shares; 2026Q2: 604,324 shares 604,324 $26.8M 1.06% +37,187 Timeline DISV 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: 424,833 shares; 2024Q4: 468,799 shares; 2025Q1: 494,030 shares; 2025Q2: 504,587 shares; 2025Q3: 556,854 shares; 2025Q4: 582,980 shares; 2026Q1: 625,098 shares; 2026Q2: 654,082 shares 654,082 $26.2M 1.04% +28,984 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: 508,417 shares; 2024Q4: 569,882 shares; 2025Q1: 585,286 shares; 2025Q2: 595,983 shares; 2025Q3: 610,277 shares; 2025Q4: 636,492 shares; 2026Q1: 676,877 shares; 2026Q2: 708,936 shares 708,936 $24.8M 0.99% +32,059 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: 689,707 shares; 2024Q4: 718,636 shares; 2025Q1: 714,640 shares; 2025Q2: 778,024 shares; 2025Q3: 791,200 shares; 2025Q4: 856,707 shares; 2026Q1: 881,680 shares; 2026Q2: 819,333 shares 819,333 $23.7M 0.94% -62,347 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: 437,860 shares; 2024Q4: 473,470 shares; 2025Q1: 484,898 shares; 2025Q2: 526,905 shares; 2025Q3: 513,691 shares; 2025Q4: 537,666 shares; 2026Q1: 567,117 shares; 2026Q2: 580,565 shares 580,565 $23.3M 0.93% +13,448 Timeline DFEV 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: 285,127 shares; 2024Q4: 311,118 shares; 2025Q1: 333,225 shares; 2025Q2: 365,272 shares; 2025Q3: 408,797 shares; 2025Q4: 439,842 shares; 2026Q1: 488,266 shares; 2026Q2: 501,178 shares 501,178 $21.4M 0.85% +12,912 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: 12,414 shares; 2024Q4: 12,443 shares; 2025Q1: 12,560 shares; 2025Q2: 12,603 shares; 2025Q3: 47,437 shares; 2025Q4: 47,542 shares; 2026Q1: 47,365 shares; 2026Q2: 47,515 shares 47,515 $17.6M 0.7% +150 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241,260 shares; 2025Q2: 242,968 shares; 2025Q3: 221,620 shares; 2025Q4: 225,385 shares; 2026Q1: 225,620 shares; 2026Q2: 204,714 shares 204,714 $17.5M 0.69% -20,906 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 1,702 shares; 2025Q1: 1,703 shares; 2025Q2: not reported; 2025Q3: 31,176 shares; 2025Q4: 31,178 shares; 2026Q1: 26,822 shares; 2026Q2: 57,038 shares 57,038 $14.5M 0.58% +30,216 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: 25,377 shares; 2024Q4: 27,598 shares; 2025Q1: 46,349 shares; 2025Q2: 50,713 shares; 2025Q3: 69,739 shares; 2025Q4: 118,140 shares; 2026Q1: 244,817 shares; 2026Q2: 279,330 shares 279,330 $11.7M 0.46% +34,513 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 213,562 shares; 2026Q2: 213,562 shares 213,562 $11M 0.44% 0 Timeline AVEE 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: 4,130 shares; 2024Q4: 5,492 shares; 2025Q1: 31,549 shares; 2025Q2: 72,006 shares; 2025Q3: 88,131 shares; 2025Q4: 107,357 shares; 2026Q1: 136,660 shares; 2026Q2: 155,463 shares 155,463 $10.8M 0.43% +18,803 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,814 shares; 2025Q3: 11,346 shares; 2025Q4: 11,105 shares; 2026Q1: 11,160 shares; 2026Q2: 11,173 shares 11,173 $10.5M 0.41% +13 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: 11,085 shares; 2024Q4: 10,849 shares; 2025Q1: 10,789 shares; 2025Q2: 12,313 shares; 2025Q3: 12,560 shares; 2025Q4: 12,301 shares; 2026Q1: 12,339 shares; 2026Q2: 12,318 shares 12,318 $9.22M 0.37% -21 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: 61,105 shares; 2024Q4: 66,863 shares; 2025Q1: 63,686 shares; 2025Q2: 68,166 shares; 2025Q3: 70,703 shares; 2025Q4: 76,081 shares; 2026Q1: 86,746 shares; 2026Q2: 90,746 shares 90,746 $8.99M 0.36% +4,000 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: 7,951 shares; 2024Q4: 4,007 shares; 2025Q1: 5,106 shares; 2025Q2: 29,564 shares; 2025Q3: 38,749 shares; 2025Q4: 36,881 shares; 2026Q1: 36,899 shares; 2026Q2: 37,051 shares 37,051 $7.41M 0.29% +152 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: 63,408 shares; 2024Q4: 61,538 shares; 2025Q1: 15,581 shares; 2025Q2: 15,355 shares; 2025Q3: 23,870 shares; 2025Q4: 21,828 shares; 2026Q1: 21,712 shares; 2026Q2: 24,832 shares 24,832 $7.19M 0.29% +3,120 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: 24,213 shares; 2024Q4: 30,580 shares; 2025Q1: 28,339 shares; 2025Q2: 27,539 shares; 2025Q3: 38,148 shares; 2025Q4: 65,713 shares; 2026Q1: 116,103 shares; 2026Q2: 144,597 shares 144,597 $6.9M 0.27% +28,494 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: 22,197 shares; 2024Q4: 21,792 shares; 2025Q1: 21,347 shares; 2025Q2: 21,312 shares; 2025Q3: 21,251 shares; 2025Q4: 20,829 shares; 2026Q1: 20,893 shares; 2026Q2: 20,913 shares 20,913 $6.34M 0.25% +20 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,874 shares; 2024Q4: 1,875 shares; 2025Q1: 1,675 shares; 2025Q2: 6,472 shares; 2025Q3: 6,496 shares; 2025Q4: 6,498 shares; 2026Q1: 6,529 shares; 2026Q2: 52,262 shares 52,262 $6.25M 0.25% +45,733 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,758 shares; 2026Q1: 139,222 shares; 2026Q2: 165,123 shares 165,123 $6.15M 0.24% +25,901 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: 14,833 shares; 2024Q4: 14,804 shares; 2025Q1: 6,819 shares; 2025Q2: 22,787 shares; 2025Q3: 29,732 shares; 2025Q4: 29,131 shares; 2026Q1: 24,857 shares; 2026Q2: 22,711 shares 22,711 $5.41M 0.21% -2,146 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: 5,796 shares; 2024Q4: 5,827 shares; 2025Q1: 3,771 shares; 2025Q2: 6,997 shares; 2025Q3: 9,385 shares; 2025Q4: 9,095 shares; 2026Q1: 10,600 shares; 2026Q2: 12,826 shares 12,826 $4.78M 0.19% +2,226 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,718 shares; 2025Q4: 36,436 shares; 2026Q1: 82,509 shares; 2026Q2: 107,000 shares 107,000 $4.52M 0.18% +24,491 Timeline DGCB 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: 4,503 shares; 2025Q4: 24,964 shares; 2026Q1: 61,498 shares; 2026Q2: 80,308 shares 80,308 $4.39M 0.17% +18,810 Timeline GDX 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: 82,369 shares; 2025Q4: 77,234 shares; 2026Q1: 58,644 shares; 2026Q2: 57,675 shares 57,675 $4.35M 0.17% -969 Timeline DFGX 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: 4,554 shares; 2025Q4: 25,734 shares; 2026Q1: 60,692 shares; 2026Q2: 79,477 shares 79,477 $4.26M 0.17% +18,785 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: 19,537 shares; 2024Q4: 19,549 shares; 2025Q1: 18,159 shares; 2025Q2: 17,441 shares; 2025Q3: 17,483 shares; 2025Q4: 16,975 shares; 2026Q1: 17,090 shares; 2026Q2: 16,974 shares 16,974 $4.12M 0.16% -116 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,261 shares; 2024Q4: 5,393 shares; 2025Q1: 3,491 shares; 2025Q2: 3,551 shares; 2025Q3: 36,711 shares; 2025Q4: 37,275 shares; 2026Q1: 37,433 shares; 2026Q2: 37,974 shares 37,974 $3.91M 0.16% +541 Timeline VGSH 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: 4,591 shares; 2025Q2: 13,197 shares; 2025Q3: 19,471 shares; 2025Q4: 26,995 shares; 2026Q1: 52,295 shares; 2026Q2: 55,843 shares 55,843 $3.25M 0.13% +3,548 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: 4,620 shares; 2024Q4: 4,648 shares; 2025Q1: 4,449 shares; 2025Q2: 3,927 shares; 2025Q3: 3,991 shares; 2025Q4: 4,002 shares; 2026Q1: 4,432 shares; 2026Q2: 4,688 shares 4,688 $3.22M 0.13% +256 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: 9,750 shares; 2024Q4: 9,272 shares; 2025Q1: 9,578 shares; 2025Q2: 8,805 shares; 2025Q3: 28,907 shares; 2025Q4: 28,603 shares; 2026Q1: 29,614 shares; 2026Q2: 33,232 shares 33,232 $3.2M 0.13% +3,618 Timeline AVIG 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: 53,858 shares; 2024Q4: 57,636 shares; 2025Q1: 58,090 shares; 2025Q2: 58,252 shares; 2025Q3: 60,048 shares; 2025Q4: 61,602 shares; 2026Q1: 64,421 shares; 2026Q2: 68,259 shares 68,259 $2.83M 0.11% +3,838 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: 2,653 shares; 2024Q4: 2,348 shares; 2025Q1: 1,880 shares; 2025Q2: 4,617 shares; 2025Q3: 6,085 shares; 2025Q4: 6,194 shares; 2026Q1: 4,490 shares; 2026Q2: 5,006 shares 5,006 $2.82M 0.11% +516 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: 8,887 shares; 2024Q4: 8,858 shares; 2025Q1: 8,892 shares; 2025Q2: 8,872 shares; 2025Q3: 8,882 shares; 2025Q4: 8,314 shares; 2026Q1: 8,340 shares; 2026Q2: 34,471 shares 34,471 $2.78M 0.11% +26,131 Timeline DUSB 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: 17,367 shares; 2024Q4: 16,060 shares; 2025Q1: 14,745 shares; 2025Q2: 45,125 shares; 2025Q3: 44,565 shares; 2025Q4: 101,099 shares; 2026Q1: 115,300 shares; 2026Q2: 54,069 shares 54,069 $2.75M 0.11% -61,231 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: 3,599 shares; 2024Q4: 3,520 shares; 2025Q1: 2,420 shares; 2025Q2: 4,439 shares; 2025Q3: 5,053 shares; 2025Q4: 5,003 shares; 2026Q1: 6,611 shares; 2026Q2: 7,266 shares 7,266 $2.6M 0.1% +655 Timeline DIHP 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: 8,210 shares; 2025Q1: 12,904 shares; 2025Q2: 13,957 shares; 2025Q3: 14,068 shares; 2025Q4: 26,916 shares; 2026Q1: 65,309 shares; 2026Q2: 65,909 shares 65,909 $2.25M 0.09% +600 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,301 shares; 2024Q4: 13,245 shares; 2025Q1: 11,520 shares; 2025Q2: 11,520 shares; 2025Q3: 11,565 shares; 2025Q4: 11,367 shares; 2026Q1: 11,434 shares; 2026Q2: 11,340 shares 11,340 $2.24M 0.09% -94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,501 shares; 2026Q1: 48,699 shares; 2026Q2: 54,248 shares 54,248 $2.2M 0.09% +5,549 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: 3,204 shares; 2024Q4: 2,806 shares; 2025Q1: 2,829 shares; 2025Q2: 2,778 shares; 2025Q3: 2,789 shares; 2025Q4: 2,663 shares; 2026Q1: 2,655 shares; 2026Q2: 2,697 shares 2,697 $2.01M 0.08% +42 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: 1,292 shares; 2024Q4: 1,269 shares; 2025Q1: 1,094 shares; 2025Q2: 3,450 shares; 2025Q3: 3,073 shares; 2025Q4: 3,076 shares; 2026Q1: 4,751 shares; 2026Q2: 4,754 shares 4,754 $2M 0.08% +3 Timeline DEXC 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: 23,782 shares; 2025Q3: 23,932 shares; 2025Q4: 23,698 shares; 2026Q1: 25,579 shares; 2026Q2: 23,949 shares 23,949 $1.98M 0.08% -1,630 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: 2,148 shares; 2024Q4: 2,148 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 2,050 shares; 2025Q4: 2,053 shares; 2026Q1: 2,317 shares; 2026Q2: 3,728 shares 3,728 $1.87M 0.07% +1,411 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: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 1,680 shares; 2025Q2: 1,725 shares; 2025Q3: 5,161 shares; 2025Q4: 4,787 shares; 2026Q1: 4,943 shares; 2026Q2: 5,163 shares 5,163 $1.82M 0.07% +220 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: 8,889 shares; 2024Q4: 8,643 shares; 2025Q1: 7,852 shares; 2025Q2: 7,693 shares; 2025Q3: 7,682 shares; 2025Q4: 7,667 shares; 2026Q1: 7,689 shares; 2026Q2: 7,708 shares 7,708 $1.68M 0.07% +19 Timeline SPYV 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: 31,846 shares; 2024Q4: 31,654 shares; 2025Q1: 27,358 shares; 2025Q2: 27,616 shares; 2025Q3: 27,680 shares; 2025Q4: 26,606 shares; 2026Q1: 26,745 shares; 2026Q2: 27,522 shares 27,522 $1.67M 0.07% +777 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: 10,020 shares; 2024Q4: 10,020 shares; 2025Q1: 10,020 shares; 2025Q2: 10,109 shares; 2025Q3: 10,109 shares; 2025Q4: 10,109 shares; 2026Q1: 10,110 shares; 2026Q2: 10,110 shares 10,110 $1.66M 0.07% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,393 shares; 2024Q4: 1,377 shares; 2025Q1: 1,377 shares; 2025Q2: 1,726 shares; 2025Q3: 1,770 shares; 2025Q4: 1,771 shares; 2026Q1: 1,904 shares; 2026Q2: 2,019 shares 2,019 $1.49M 0.06% +115 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: 11,728 shares; 2024Q4: 11,634 shares; 2025Q1: 10,261 shares; 2025Q2: 10,315 shares; 2025Q3: 10,238 shares; 2025Q4: 9,940 shares; 2026Q1: 9,954 shares; 2026Q2: 10,023 shares 10,023 $1.49M 0.06% +69 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,562 shares; 2024Q4: 16,832 shares; 2025Q1: 17,111 shares; 2025Q2: 17,004 shares; 2025Q3: 17,087 shares; 2025Q4: 17,380 shares; 2026Q1: 17,406 shares; 2026Q2: 17,489 shares 17,489 $1.46M 0.06% +83 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: 1,420 shares; 2024Q4: 1,414 shares; 2025Q1: not reported; 2025Q2: 4,699 shares; 2025Q3: 8,517 shares; 2025Q4: 8,226 shares; 2026Q1: 3,713 shares; 2026Q2: 3,880 shares 3,880 $1.33M 0.05% +167 Timeline SCHA 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: 17,126 shares; 2024Q4: 34,430 shares; 2025Q1: 34,185 shares; 2025Q2: 34,285 shares; 2025Q3: 34,384 shares; 2025Q4: 34,521 shares; 2026Q1: 34,955 shares; 2026Q2: 35,044 shares 35,044 $1.27M 0.05% +89 Timeline DEHP 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: 7,498 shares; 2026Q1: 25,886 shares; 2026Q2: 28,529 shares 28,529 $1.22M 0.05% +2,643 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: 1,434 shares; 2024Q4: 1,404 shares; 2025Q1: 1,082 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,719 shares; 2026Q2: 4,716 shares 4,716 $1.19M 0.05% -3 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: 2,783 shares; 2024Q4: 2,879 shares; 2025Q1: 1,511 shares; 2025Q2: 1,415 shares; 2025Q3: 1,953 shares; 2025Q4: 1,965 shares; 2026Q1: 2,998 shares; 2026Q2: 3,223 shares 3,223 $1.05M 0.04% +225 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 31,724 shares; 2025Q4: 31,756 shares; 2026Q1: 27,165 shares; 2026Q2: 52,555 shares 52,555 $1M 0.04% +25,390 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,680 shares; 2024Q4: 27,075 shares; 2025Q1: 23,150 shares; 2025Q2: 23,653 shares; 2025Q3: 23,675 shares; 2025Q4: 23,523 shares; 2026Q1: 23,523 shares; 2026Q2: 23,919 shares 23,919 $1M 0.04% +396 Timeline SCHC 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: 22,784 shares; 2024Q4: 22,907 shares; 2025Q1: 19,589 shares; 2025Q2: 19,629 shares; 2025Q3: 19,537 shares; 2025Q4: 19,389 shares; 2026Q1: 19,483 shares; 2026Q2: 20,290 shares 20,290 $976K 0.04% +807 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,641 shares; 2025Q2: 5,641 shares; 2025Q3: 5,661 shares; 2025Q4: 5,662 shares; 2026Q1: 5,662 shares; 2026Q2: 5,662 shares 5,662 $960K 0.04% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: not reported; 2026Q1: not reported; 2026Q2: 12,563 shares 12,563 $951K 0.04% new 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: 1,609 shares 1,609 $935K 0.04% new Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,529 shares; 2024Q4: 76,348 shares; 2025Q1: 73,770 shares; 2025Q2: 75,013 shares; 2025Q3: 86,535 shares; 2025Q4: 84,420 shares; 2026Q1: 88,080 shares; 2026Q2: 81,635 shares 81,635 $929K 0.04% -6,445 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: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,968 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares; 2026Q1: 1,648 shares; 2026Q2: 3,719 shares 3,719 $880K 0.03% +2,071 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,707 shares; 2025Q4: 1,893 shares; 2026Q1: 1,895 shares; 2026Q2: 1,895 shares 1,895 $821K 0.03% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: 1,517 shares; 2025Q1: 1,507 shares; 2025Q2: 1,463 shares; 2025Q3: 1,711 shares; 2025Q4: 2,190 shares; 2026Q1: 2,109 shares; 2026Q2: 2,122 shares 2,122 $801K 0.03% +13 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270 shares; 2026Q2: 2,652 shares 2,652 $800K 0.03% +2,382 Timeline AVUV 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: 5,326 shares; 2024Q4: 5,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,260 shares; 2026Q2: 6,355 shares 6,355 $793K 0.03% +95 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: 10,646 shares; 2024Q4: 10,724 shares; 2025Q1: 10,024 shares; 2025Q2: 10,105 shares; 2025Q3: 9,860 shares; 2025Q4: 9,463 shares; 2026Q1: 9,454 shares; 2026Q2: 8,998 shares 8,998 $745K 0.03% -456 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,913 shares; 2024Q4: 19,318 shares; 2025Q1: 17,682 shares; 2025Q2: 18,016 shares; 2025Q3: 17,559 shares; 2025Q4: 16,918 shares; 2026Q1: 16,918 shares; 2026Q2: 16,868 shares 16,868 $730K 0.03% -50 Timeline FNDE 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: 18,779 shares; 2024Q4: 19,254 shares; 2025Q1: 17,341 shares; 2025Q2: 17,502 shares; 2025Q3: 17,502 shares; 2025Q4: 17,777 shares; 2026Q1: 18,297 shares; 2026Q2: 18,240 shares 18,240 $724K 0.03% -57 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,881 shares; 2026Q2: 12,934 shares 12,934 $644K 0.03% -3,947 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,538 shares; 2026Q2: 5,753 shares 5,753 $635K 0.03% -1,785 Timeline EWX 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: 9,760 shares; 2024Q4: 9,917 shares; 2025Q1: 8,436 shares; 2025Q2: 8,518 shares; 2025Q3: 8,378 shares; 2025Q4: 8,202 shares; 2026Q1: 8,233 shares; 2026Q2: 8,176 shares 8,176 $608K 0.02% -57 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: 690 shares; 2024Q4: 645 shares; 2025Q1: 469 shares; 2025Q2: 1,218 shares; 2025Q3: 1,245 shares; 2025Q4: 1,252 shares; 2026Q1: 1,058 shares; 2026Q2: 505 shares 505 $606K 0.02% -553 Timeline SPHY 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: 82,238 shares; 2024Q4: 91,248 shares; 2025Q1: 46,822 shares; 2025Q2: 46,822 shares; 2025Q3: 47,243 shares; 2025Q4: 23,656 shares; 2026Q1: 24,356 shares; 2026Q2: 24,781 shares 24,781 $581K 0.02% +425 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: 4,118 shares; 2024Q4: 4,127 shares; 2025Q1: 4,140 shares; 2025Q2: 4,156 shares; 2025Q3: 4,175 shares; 2025Q4: 4,195 shares; 2026Q1: 4,202 shares; 2026Q2: 4,190 shares 4,190 $573K 0.02% -12 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,286 shares; 2025Q4: 3,289 shares; 2026Q1: 3,291 shares; 2026Q2: 3,291 shares 3,291 $559K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,301 shares; 2026Q2: 6,596 shares 6,596 $536K 0.02% +295 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: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,381 shares; 2025Q4: 1,382 shares; 2026Q1: 1,383 shares; 2026Q2: 1,494 shares 1,494 $514K 0.02% +111 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: 8,230 shares; 2024Q4: 8,234 shares; 2025Q1: 8,392 shares; 2025Q2: 7,373 shares; 2025Q3: 6,834 shares; 2025Q4: 6,723 shares; 2026Q1: 6,372 shares; 2026Q2: 6,188 shares 6,188 $509K 0.02% -184 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,671 shares; 2024Q4: 6,698 shares; 2025Q1: 7,178 shares; 2025Q2: 7,191 shares; 2025Q3: 7,188 shares; 2025Q4: 7,028 shares; 2026Q1: 6,686 shares; 2026Q2: 6,571 shares 6,571 $499K 0.02% -115 Timeline PDN 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: 9,506 shares; 2024Q4: 9,506 shares; 2025Q1: 9,506 shares; 2025Q2: 9,506 shares; 2025Q3: 9,506 shares; 2025Q4: 9,506 shares; 2026Q1: 9,506 shares; 2026Q2: 9,506 shares 9,506 $428K 0.02% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,799 shares; 2025Q4: 6,875 shares; 2026Q1: 7,452 shares; 2026Q2: 7,386 shares 7,386 $421K 0.02% -66 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: 650 shares; 2024Q4: 650 shares; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: 908 shares; 2025Q4: 909 shares; 2026Q1: 907 shares; 2026Q2: 942 shares 942 $401K 0.02% +35 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: 2,582 shares; 2024Q4: 2,584 shares; 2025Q1: 2,523 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,441 shares; 2026Q1: 2,441 shares; 2026Q2: 2,525 shares 2,525 $399K 0.02% +84 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: 3,014 shares; 2025Q2: 3,047 shares; 2025Q3: 3,081 shares; 2025Q4: 3,834 shares; 2026Q1: 4,884 shares; 2026Q2: 4,939 shares 4,939 $390K 0.02% +55 Timeline SCHB 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: 5,316 shares; 2024Q4: 15,947 shares; 2025Q1: 14,962 shares; 2025Q2: 13,077 shares; 2025Q3: 13,095 shares; 2025Q4: 13,114 shares; 2026Q1: 13,131 shares; 2026Q2: 13,147 shares 13,147 $381K 0.02% +16 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: 5,109 shares; 2024Q4: 5,128 shares; 2025Q1: 5,128 shares; 2025Q2: 5,153 shares; 2025Q3: 5,153 shares; 2025Q4: 4,917 shares; 2026Q1: 4,917 shares; 2026Q2: 4,948 shares 4,948 $379K 0.02% +31 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: 4,954 shares; 2024Q4: 4,974 shares; 2025Q1: 4,974 shares; 2025Q2: 4,999 shares; 2025Q3: 4,638 shares; 2025Q4: 3,460 shares; 2026Q1: 3,460 shares; 2026Q2: 3,464 shares 3,464 $360K 0.01% +4 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,816 shares; 2024Q4: 6,953 shares; 2025Q1: 7,063 shares; 2025Q2: 7,138 shares; 2025Q3: 7,157 shares; 2025Q4: 6,909 shares; 2026Q1: 6,926 shares; 2026Q2: 6,942 shares 6,942 $359K 0.01% +16 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: 4,067 shares; 2024Q4: 12,206 shares; 2025Q1: 10,842 shares; 2025Q2: 10,842 shares; 2025Q3: 10,842 shares; 2025Q4: 10,842 shares; 2026Q1: 11,325 shares; 2026Q2: 11,325 shares 11,325 $352K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,186 shares; 2024Q4: 7,056 shares; 2025Q1: 6,989 shares; 2025Q2: 6,997 shares; 2025Q3: 7,013 shares; 2025Q4: 5,653 shares; 2026Q1: 5,866 shares; 2026Q2: 5,784 shares 5,784 $345K 0.01% -82 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,929 shares; 2024Q4: 9,988 shares; 2025Q1: 8,743 shares; 2025Q2: 8,832 shares; 2025Q3: not reported; 2025Q4: 10,940 shares; 2026Q1: 14,506 shares; 2026Q2: 14,656 shares 14,656 $339K 0.01% +150 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: 503 shares; 2024Q4: 503 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 469 shares; 2026Q2: 469 shares 469 $330K 0.01% 0 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: 4,923 shares; 2024Q4: 14,780 shares; 2025Q1: 10,948 shares; 2025Q2: 10,943 shares; 2025Q3: 10,934 shares; 2025Q4: 10,934 shares; 2026Q1: 11,201 shares; 2026Q2: 11,201 shares 11,201 $330K 0.01% 0 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: 5,796 shares; 2024Q4: 11,689 shares; 2025Q1: 10,767 shares; 2025Q2: 10,796 shares; 2025Q3: 10,796 shares; 2025Q4: 10,925 shares; 2026Q1: 11,529 shares; 2026Q2: 11,557 shares 11,557 $320K 0.01% +28 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: not reported; 2025Q4: 763 shares; 2026Q1: 765 shares; 2026Q2: 854 shares 854 $319K 0.01% +89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,204 shares; 2025Q4: 6,310 shares; 2026Q1: 4,434 shares; 2026Q2: 4,453 shares 4,453 $317K 0.01% +19 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,543 shares; 2024Q4: 3,556 shares; 2025Q1: 3,561 shares; 2025Q2: 3,581 shares; 2025Q3: 3,586 shares; 2025Q4: 3,604 shares; 2026Q1: 3,614 shares; 2026Q2: 3,562 shares 3,562 $315K 0.01% -52 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,411 shares; 2025Q4: 7,415 shares; 2026Q1: 7,412 shares; 2026Q2: 1,025 shares 1,025 $305K 0.01% -6,387 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: not reported; 2026Q1: not reported; 2026Q2: 3,983 shares 3,983 $301K 0.01% new Timeline DFGP 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: 3,927 shares; 2024Q4: 4,798 shares; 2025Q1: 4,543 shares; 2025Q2: 4,032 shares; 2025Q3: 4,354 shares; 2025Q4: 4,465 shares; 2026Q1: 4,465 shares; 2026Q2: 5,515 shares 5,515 $300K 0.01% +1,050 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,521 shares; 2026Q2: 1,546 shares 1,546 $293K 0.01% +25 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 962 shares 962 $292K 0.01% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $290K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,860 shares 3,860 $289K 0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & 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: 3,353 shares; 2025Q4: 3,360 shares; 2026Q1: 3,351 shares; 2026Q2: 3,467 shares 3,467 $286K 0.01% +116 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: 2,556 shares; 2026Q2: 2,566 shares 2,566 $276K 0.01% +10 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: 4,235 shares; 2024Q4: 4,242 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,963 shares; 2026Q2: 1,971 shares 1,971 $270K 0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,047 shares; 2026Q2: 2,050 shares 2,050 $263K 0.01% +3 Timeline AVSF 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: 4,574 shares; 2024Q4: 5,958 shares; 2025Q1: 5,219 shares; 2025Q2: 5,276 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,388 shares; 2026Q2: 5,478 shares 5,478 $255K 0.01% +1,090 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,463 shares 2,463 $252K 0.01% new Timeline PRFZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,455 shares; 2025Q4: 4,455 shares; 2026Q1: 4,476 shares; 2026Q2: 4,455 shares 4,455 $248K 0.01% -21 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: 210 shares 210 $247K 0.01% new Timeline FNDF 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: 4,445 shares; 2026Q2: 4,445 shares 4,445 $235K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 635 shares; 2026Q2: 647 shares 647 $234K 0.01% +12 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,157 shares 1,157 $231K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 1,106 shares 1,106 $229K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 754 shares 754 $226K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 601 shares 601 $221K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 741 shares 741 $208K 0.01% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,050 shares 5,050 $208K 0.01% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD 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: 5,406 shares 5,406 $207K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 10,462 shares 10,462 $200K 0.01% new Timeline LSAK LESAKA TECHNOLOGIES INC More: the full row for LESAKA 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: 10,224 shares 10,224 $50.8K <0.01% new Timeline