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: 46,936 shares; 2024Q4: 48,760 shares; 2025Q1: 53,236 shares; 2025Q2: 54,539 shares; 2025Q3: 57,320 shares; 2025Q4: 59,286 shares; 2026Q1: 60,936 shares; 2026Q2: 394,770 shares 394,770 $34M 7.38% +333,834 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: 152,093 shares; 2024Q4: 154,503 shares; 2025Q1: 161,475 shares; 2025Q2: 170,427 shares; 2025Q3: 179,289 shares; 2025Q4: 186,045 shares; 2026Q1: 187,912 shares; 2026Q2: 189,527 shares 189,527 $30M 6.5% +1,615 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: 559,259 shares; 2024Q4: 560,569 shares; 2025Q1: 567,641 shares; 2025Q2: 580,020 shares; 2025Q3: 583,935 shares; 2025Q4: 597,596 shares; 2026Q1: 603,652 shares; 2026Q2: 608,039 shares 608,039 $27M 5.85% +4,387 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: 19,576 shares; 2024Q4: 20,545 shares; 2025Q1: 21,083 shares; 2025Q2: 21,944 shares; 2025Q3: 22,922 shares; 2025Q4: 23,644 shares; 2026Q1: 24,188 shares; 2026Q2: 26,592 shares 26,592 $19.9M 4.32% +2,404 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: 115,356 shares; 2024Q4: 133,598 shares; 2025Q1: 151,216 shares; 2025Q2: 160,626 shares; 2025Q3: 176,461 shares; 2025Q4: 184,735 shares; 2026Q1: 201,018 shares; 2026Q2: 211,439 shares 211,439 $17.3M 3.76% +10,421 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: 115,426 shares; 2024Q4: 116,620 shares; 2025Q1: 117,693 shares; 2025Q2: 117,525 shares; 2025Q3: 119,395 shares; 2025Q4: 119,056 shares; 2026Q1: 114,573 shares; 2026Q2: 115,689 shares 115,689 $17.2M 3.72% +1,116 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: 65,497 shares; 2024Q4: 74,516 shares; 2025Q1: 75,425 shares; 2025Q2: 78,634 shares; 2025Q3: 82,959 shares; 2025Q4: 85,923 shares; 2026Q1: 89,253 shares; 2026Q2: 93,411 shares 93,411 $12.8M 2.79% +4,158 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: 33,009 shares; 2024Q4: 32,301 shares; 2025Q1: 31,950 shares; 2025Q2: 31,340 shares; 2025Q3: 31,994 shares; 2025Q4: 31,028 shares; 2026Q1: 30,686 shares; 2026Q2: 31,944 shares 31,944 $9.24M 2.01% +1,258 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: 36,908 shares; 2024Q4: 37,865 shares; 2025Q1: 39,585 shares; 2025Q2: 40,808 shares; 2025Q3: 40,685 shares; 2025Q4: 41,647 shares; 2026Q1: 41,531 shares; 2026Q2: 41,595 shares 41,595 $9.06M 1.97% +64 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: 39,310 shares; 2024Q4: 40,559 shares; 2025Q1: 41,333 shares; 2025Q2: 41,648 shares; 2025Q3: 42,140 shares; 2025Q4: 42,650 shares; 2026Q1: 49,477 shares; 2026Q2: 49,620 shares 49,620 $8.15M 1.77% +143 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,380 shares; 2024Q4: 134,314 shares; 2025Q1: 136,066 shares; 2025Q2: 140,861 shares; 2025Q3: 140,634 shares; 2025Q4: 145,203 shares; 2026Q1: 149,318 shares; 2026Q2: 161,473 shares 161,473 $8.06M 1.75% +12,155 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: 50,769 shares; 2024Q4: 59,762 shares; 2025Q1: 71,316 shares; 2025Q2: 78,276 shares; 2025Q3: 88,690 shares; 2025Q4: 89,186 shares; 2026Q1: 87,693 shares; 2026Q2: 88,254 shares 88,254 $6.81M 1.48% +561 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,492 shares; 2024Q4: 140,467 shares; 2025Q1: 144,566 shares; 2025Q2: 141,643 shares; 2025Q3: 142,426 shares; 2025Q4: 144,388 shares; 2026Q1: 147,271 shares; 2026Q2: 158,398 shares 158,398 $6.57M 1.43% +11,127 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: 178,132 shares; 2024Q4: 174,077 shares; 2025Q1: 174,914 shares; 2025Q2: 175,613 shares; 2025Q3: 175,830 shares; 2025Q4: 177,767 shares; 2026Q1: 176,096 shares; 2026Q2: 174,934 shares 174,934 $6.44M 1.4% -1,162 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: 27,008 shares; 2024Q4: 26,959 shares; 2025Q1: 26,997 shares; 2025Q2: 26,997 shares; 2025Q3: 26,532 shares; 2025Q4: 26,700 shares; 2026Q1: 26,673 shares; 2026Q2: 26,689 shares 26,689 $6.32M 1.37% +16 Timeline AVLV 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: 7,340 shares; 2024Q4: 9,020 shares; 2025Q1: 10,830 shares; 2025Q2: 12,084 shares; 2025Q3: 17,377 shares; 2025Q4: 60,916 shares; 2026Q1: 67,873 shares; 2026Q2: 68,422 shares 68,422 $6.24M 1.35% +549 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,883 shares; 2024Q4: 69,524 shares; 2025Q1: 68,609 shares; 2025Q2: 68,268 shares; 2025Q3: 67,977 shares; 2025Q4: 66,556 shares; 2026Q1: 66,157 shares; 2026Q2: 63,504 shares 63,504 $6.13M 1.33% -2,653 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,059 shares; 2024Q4: 54,008 shares; 2025Q1: 50,035 shares; 2025Q2: 50,203 shares; 2025Q3: 56,329 shares; 2025Q4: 56,323 shares; 2026Q1: 59,324 shares; 2026Q2: 60,410 shares 60,410 $5.93M 1.29% +1,086 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: 11,512 shares; 2024Q4: 11,824 shares; 2025Q1: 12,075 shares; 2025Q2: 12,805 shares; 2025Q3: 12,945 shares; 2025Q4: 13,595 shares; 2026Q1: 14,495 shares; 2026Q2: 15,714 shares 15,714 $5.81M 1.26% +1,219 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: 23,123 shares; 2024Q4: 24,924 shares; 2025Q1: 25,069 shares; 2025Q2: 25,216 shares; 2025Q3: 24,743 shares; 2025Q4: 24,117 shares; 2026Q1: 24,407 shares; 2026Q2: 24,304 shares 24,304 $5.79M 1.26% -103 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: 98,192 shares; 2024Q4: 98,192 shares; 2025Q1: 98,192 shares; 2025Q2: 98,192 shares; 2025Q3: 98,192 shares; 2025Q4: 98,192 shares; 2026Q1: 98,192 shares; 2026Q2: 98,096 shares 98,096 $5.4M 1.17% -96 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,978 shares; 2024Q4: 72,632 shares; 2025Q1: 69,820 shares; 2025Q2: 69,846 shares; 2025Q3: 70,882 shares; 2025Q4: 71,185 shares; 2026Q1: 98,519 shares; 2026Q2: 110,309 shares 110,309 $5.02M 1.09% +11,790 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,747 shares; 2024Q4: 32,674 shares; 2025Q1: 35,276 shares; 2025Q2: 43,982 shares; 2025Q3: 50,042 shares; 2025Q4: 51,770 shares; 2026Q1: 58,935 shares; 2026Q2: 61,020 shares 61,020 $5M 1.09% +2,085 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: 5,238 shares; 2024Q4: 5,498 shares; 2025Q1: 5,706 shares; 2025Q2: 5,726 shares; 2025Q3: 6,191 shares; 2025Q4: 6,161 shares; 2026Q1: 6,399 shares; 2026Q2: 6,664 shares 6,664 $4.91M 1.06% +265 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: 12,381 shares; 2024Q4: 12,964 shares; 2025Q1: 11,300 shares; 2025Q2: 11,745 shares; 2025Q3: 11,860 shares; 2025Q4: 11,641 shares; 2026Q1: 11,944 shares; 2026Q2: 12,771 shares 12,771 $4.76M 1.03% +827 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,068 shares; 2024Q4: 15,555 shares; 2025Q1: 21,179 shares; 2025Q2: 26,114 shares; 2025Q3: 30,545 shares; 2025Q4: 39,490 shares; 2026Q1: 47,157 shares; 2026Q2: 60,243 shares 60,243 $4.67M 1.01% +13,086 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: 4,284 shares; 2024Q4: 4,906 shares; 2025Q1: 5,142 shares; 2025Q2: 5,287 shares; 2025Q3: 5,482 shares; 2025Q4: 6,714 shares; 2026Q1: 6,934 shares; 2026Q2: 6,403 shares 6,403 $4.4M 0.95% -531 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: 15,528 shares; 2024Q4: 17,612 shares; 2025Q1: 17,931 shares; 2025Q2: 18,057 shares; 2025Q3: 17,846 shares; 2025Q4: 17,950 shares; 2026Q1: 18,032 shares; 2026Q2: 18,659 shares 18,659 $4.24M 0.92% +627 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,483 shares; 2025Q2: 8,869 shares; 2025Q3: 15,828 shares; 2025Q4: 35,364 shares; 2026Q1: 59,929 shares; 2026Q2: 84,213 shares 84,213 $4.15M 0.9% +24,284 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,669 shares; 2024Q4: 53,797 shares; 2025Q1: 57,199 shares; 2025Q2: 64,851 shares; 2025Q3: 68,458 shares; 2025Q4: 69,175 shares; 2026Q1: 73,240 shares; 2026Q2: 78,511 shares 78,511 $4.11M 0.89% +5,271 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: 53,951 shares; 2024Q4: 54,075 shares; 2025Q1: 54,088 shares; 2025Q2: 51,373 shares; 2025Q3: 51,340 shares; 2025Q4: 51,552 shares; 2026Q1: 49,997 shares; 2026Q2: 49,574 shares 49,574 $4.08M 0.89% -423 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,202 shares; 2024Q4: 49,176 shares; 2025Q1: 50,286 shares; 2025Q2: 51,602 shares; 2025Q3: 57,864 shares; 2025Q4: 72,387 shares; 2026Q1: 83,502 shares; 2026Q2: 83,817 shares 83,817 $4.04M 0.88% +315 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: 9,669 shares; 2024Q4: 10,827 shares; 2025Q1: 11,692 shares; 2025Q2: 11,705 shares; 2025Q3: 11,705 shares; 2025Q4: 11,893 shares; 2026Q1: 11,818 shares; 2026Q2: 11,793 shares 11,793 $3.57M 0.78% -25 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,996 shares; 2024Q4: 32,424 shares; 2025Q1: 34,147 shares; 2025Q2: 34,497 shares; 2025Q3: 35,887 shares; 2025Q4: 37,497 shares; 2026Q1: 38,057 shares; 2026Q2: 37,887 shares 37,887 $3.11M 0.67% -170 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,120 shares; 2024Q4: 13,881 shares; 2025Q1: 13,312 shares; 2025Q2: 14,154 shares; 2025Q3: 14,131 shares; 2025Q4: 13,630 shares; 2026Q1: 13,771 shares; 2026Q2: 15,515 shares 15,515 $3.1M 0.67% +1,744 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,684 shares; 2024Q4: 89,864 shares; 2025Q1: 106,004 shares; 2025Q2: 118,634 shares; 2025Q3: 119,445 shares; 2025Q4: 102,129 shares; 2026Q1: 98,163 shares; 2026Q2: 96,577 shares 96,577 $3.06M 0.66% -1,586 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,946 shares; 2024Q4: 54,346 shares; 2025Q1: 56,403 shares; 2025Q2: 56,348 shares; 2025Q3: 61,076 shares; 2025Q4: 62,269 shares; 2026Q1: 63,291 shares; 2026Q2: 64,863 shares 64,863 $2.99M 0.65% +1,572 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,266 shares; 2024Q4: 21,098 shares; 2025Q1: 20,526 shares; 2025Q2: 20,811 shares; 2025Q3: 20,601 shares; 2025Q4: 19,698 shares; 2026Q1: 19,399 shares; 2026Q2: 19,315 shares 19,315 $2.83M 0.61% -84 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: 7,628 shares; 2024Q4: 7,684 shares; 2025Q1: 7,799 shares; 2025Q2: 7,686 shares; 2025Q3: 7,683 shares; 2025Q4: 7,555 shares; 2026Q1: 7,870 shares; 2026Q2: 7,978 shares 7,978 $2.82M 0.61% +108 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: 15,164 shares; 2024Q4: 23,588 shares; 2025Q1: 26,149 shares; 2025Q2: 31,169 shares; 2025Q3: 35,274 shares; 2025Q4: 41,674 shares; 2026Q1: 44,758 shares; 2026Q2: 49,974 shares 49,974 $2.7M 0.59% +5,216 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: 29,268 shares; 2024Q4: 28,502 shares; 2025Q1: 28,387 shares; 2025Q2: 28,000 shares; 2025Q3: 27,904 shares; 2025Q4: 27,649 shares; 2026Q1: 27,877 shares; 2026Q2: 27,831 shares 27,831 $2.69M 0.58% -46 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,904 shares; 2024Q4: 5,142 shares; 2025Q1: 5,156 shares; 2025Q2: 5,126 shares; 2025Q3: 5,154 shares; 2025Q4: 5,398 shares; 2026Q1: 5,401 shares; 2026Q2: 21,642 shares 21,642 $2.69M 0.58% +16,241 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: 9,274 shares; 2024Q4: 18,548 shares; 2025Q1: 19,988 shares; 2025Q2: 25,006 shares; 2025Q3: 28,185 shares; 2025Q4: 37,614 shares; 2026Q1: 59,070 shares; 2026Q2: 92,477 shares 92,477 $2.56M 0.56% +33,407 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: 3,444 shares; 2024Q4: 3,359 shares; 2025Q1: 3,470 shares; 2025Q2: 3,445 shares; 2025Q3: 3,671 shares; 2025Q4: 3,749 shares; 2026Q1: 3,637 shares; 2026Q2: 3,637 shares 3,637 $2.56M 0.55% 0 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: 18,497 shares; 2024Q4: 24,870 shares; 2025Q1: 25,530 shares; 2025Q2: 28,687 shares; 2025Q3: 29,977 shares; 2025Q4: 31,283 shares; 2026Q1: 33,305 shares; 2026Q2: 34,104 shares 34,104 $2.5M 0.54% +799 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: 5,471 shares; 2024Q4: 5,632 shares; 2025Q1: 5,686 shares; 2025Q2: 6,279 shares; 2025Q3: 6,459 shares; 2025Q4: 6,459 shares; 2026Q1: 6,561 shares; 2026Q2: 6,968 shares 6,968 $2.49M 0.54% +407 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,197 shares; 2024Q4: 18,123 shares; 2025Q1: 18,130 shares; 2025Q2: 18,207 shares; 2025Q3: 18,208 shares; 2025Q4: 17,641 shares; 2026Q1: 17,588 shares; 2026Q2: 86,195 shares 86,195 $2.36M 0.51% +68,607 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: 2,512 shares; 2024Q4: 2,518 shares; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 2,493 shares; 2025Q4: 2,485 shares; 2026Q1: 2,552 shares; 2026Q2: 3,152 shares 3,152 $2.35M 0.51% +600 Timeline VTHR 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: 5,348 shares; 2024Q4: 5,966 shares; 2025Q1: 6,033 shares; 2025Q2: 5,978 shares; 2025Q3: 6,033 shares; 2025Q4: 6,240 shares; 2026Q1: 6,483 shares; 2026Q2: 7,084 shares 7,084 $2.35M 0.51% +601 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: 6,185 shares; 2024Q4: 6,024 shares; 2025Q1: 5,941 shares; 2025Q2: 6,039 shares; 2025Q3: 6,129 shares; 2025Q4: 5,779 shares; 2026Q1: 5,620 shares; 2026Q2: 5,530 shares 5,530 $2.33M 0.5% -90 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: 44,253 shares; 2024Q4: 43,104 shares; 2025Q1: 45,802 shares; 2025Q2: 45,884 shares; 2025Q3: 46,251 shares; 2025Q4: 43,469 shares; 2026Q1: 42,124 shares; 2026Q2: 39,636 shares 39,636 $2.31M 0.5% -2,488 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: 3,414 shares; 2024Q4: 3,662 shares; 2025Q1: 3,688 shares; 2025Q2: 3,717 shares; 2025Q3: 3,662 shares; 2025Q4: 3,653 shares; 2026Q1: 3,814 shares; 2026Q2: 4,528 shares 4,528 $2.27M 0.49% +714 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: 17,058 shares; 2024Q4: 21,054 shares; 2025Q1: 21,369 shares; 2025Q2: 22,745 shares; 2025Q3: 22,555 shares; 2025Q4: 23,164 shares; 2026Q1: 24,152 shares; 2026Q2: 26,107 shares 26,107 $2.23M 0.48% +1,955 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: 16,300 shares; 2024Q4: 16,316 shares; 2025Q1: 16,319 shares; 2025Q2: 16,322 shares; 2025Q3: 22,904 shares; 2025Q4: 23,133 shares; 2026Q1: 22,626 shares; 2026Q2: 23,078 shares 23,078 $2.23M 0.48% +452 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: 7,583 shares; 2024Q4: 7,511 shares; 2025Q1: 7,738 shares; 2025Q2: 8,031 shares; 2025Q3: 8,154 shares; 2025Q4: 8,541 shares; 2026Q1: 8,738 shares; 2026Q2: 8,822 shares 8,822 $2.23M 0.48% +84 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: 7,260 shares; 2024Q4: 11,958 shares; 2025Q1: 14,793 shares; 2025Q2: 14,813 shares; 2025Q3: 17,440 shares; 2025Q4: 20,919 shares; 2026Q1: 25,273 shares; 2026Q2: 36,788 shares 36,788 $2.17M 0.47% +11,515 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: 9,115 shares; 2024Q4: 9,186 shares; 2025Q1: 11,834 shares; 2025Q2: 24,739 shares; 2025Q3: 32,072 shares; 2025Q4: 41,148 shares; 2026Q1: 44,663 shares; 2026Q2: 55,683 shares 55,683 $2.07M 0.45% +11,020 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: 15,473 shares; 2024Q4: 17,108 shares; 2025Q1: 19,218 shares; 2025Q2: 22,842 shares; 2025Q3: 25,607 shares; 2025Q4: 24,934 shares; 2026Q1: 25,419 shares; 2026Q2: 25,851 shares 25,851 $2.04M 0.44% +432 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: 14,025 shares; 2024Q4: 13,822 shares; 2025Q1: 13,626 shares; 2025Q2: 13,634 shares; 2025Q3: 12,932 shares; 2025Q4: 12,844 shares; 2026Q1: 12,829 shares; 2026Q2: 12,461 shares 12,461 $1.95M 0.42% -368 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: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 2,998 shares; 2025Q2: 2,911 shares; 2025Q3: 3,116 shares; 2025Q4: 3,136 shares; 2026Q1: 3,127 shares; 2026Q2: 3,330 shares 3,330 $1.88M 0.41% +203 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,554 shares; 2024Q4: 16,752 shares; 2025Q1: 16,598 shares; 2025Q2: 16,309 shares; 2025Q3: 15,839 shares; 2025Q4: 15,764 shares; 2026Q1: 15,781 shares; 2026Q2: 16,091 shares 16,091 $1.76M 0.38% +310 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,795 shares; 2024Q4: 1,809 shares; 2025Q1: 1,872 shares; 2025Q2: 2,656 shares; 2025Q3: 3,010 shares; 2025Q4: 3,481 shares; 2026Q1: 3,959 shares; 2026Q2: 21,053 shares 21,053 $1.7M 0.37% +17,094 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: 13,577 shares; 2024Q4: 14,377 shares; 2025Q1: 20,437 shares; 2025Q2: 20,830 shares; 2025Q3: 21,700 shares; 2025Q4: 22,221 shares; 2026Q1: 23,003 shares; 2026Q2: 23,003 shares 23,003 $1.64M 0.36% 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: 12,774 shares; 2024Q4: 12,343 shares; 2025Q1: 12,467 shares; 2025Q2: 12,737 shares; 2025Q3: 12,570 shares; 2025Q4: 13,055 shares; 2026Q1: 11,614 shares; 2026Q2: 11,570 shares 11,570 $1.58M 0.34% -44 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,558 shares; 2025Q4: 1,309 shares; 2026Q1: 1,099 shares; 2026Q2: 1,309 shares 1,309 $1.51M 0.33% +210 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,500 shares; 2026Q1: 29,000 shares; 2026Q2: 29,000 shares 29,000 $1.49M 0.32% 0 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,984 shares; 2024Q4: 36,968 shares; 2025Q1: 37,879 shares; 2025Q2: 37,888 shares; 2025Q3: 37,637 shares; 2025Q4: 37,420 shares; 2026Q1: 35,782 shares; 2026Q2: 35,326 shares 35,326 $1.42M 0.31% -456 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: 2,780 shares; 2024Q4: 2,787 shares; 2025Q1: 2,791 shares; 2025Q2: 2,795 shares; 2025Q3: 2,798 shares; 2025Q4: 2,793 shares; 2026Q1: 2,797 shares; 2026Q2: 16,798 shares 16,798 $1.39M 0.3% +14,001 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: 5,147 shares; 2024Q4: 4,607 shares; 2025Q1: 4,681 shares; 2025Q2: 4,112 shares; 2025Q3: 4,124 shares; 2025Q4: 4,041 shares; 2026Q1: 4,065 shares; 2026Q2: 4,199 shares 4,199 $1.37M 0.3% +134 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,725 shares; 2024Q4: 23,883 shares; 2025Q1: 25,512 shares; 2025Q2: 25,230 shares; 2025Q3: 24,856 shares; 2025Q4: 23,995 shares; 2026Q1: 23,011 shares; 2026Q2: 21,971 shares 21,971 $1.36M 0.3% -1,040 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: 5,447 shares; 2024Q4: 5,488 shares; 2025Q1: 5,488 shares; 2025Q2: 5,519 shares; 2025Q3: 5,519 shares; 2025Q4: 6,049 shares; 2026Q1: 5,572 shares; 2026Q2: 5,573 shares 5,573 $1.35M 0.29% +1 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 2,904 shares; 2026Q1: 3,046 shares; 2026Q2: 3,053 shares 3,053 $1.34M 0.29% +7 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: 4,331 shares; 2024Q4: 4,354 shares; 2025Q1: 4,403 shares; 2025Q2: 4,695 shares; 2025Q3: 4,695 shares; 2025Q4: 4,695 shares; 2026Q1: 4,857 shares; 2026Q2: 4,940 shares 4,940 $1.24M 0.27% +83 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,298 shares; 2025Q1: 17,260 shares; 2025Q2: 20,865 shares; 2025Q3: 25,996 shares; 2025Q4: 34,763 shares; 2026Q1: 39,614 shares; 2026Q2: 43,994 shares 43,994 $1.17M 0.25% +4,380 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: 764 shares; 2024Q4: 767 shares; 2025Q1: 846 shares; 2025Q2: 867 shares; 2025Q3: 866 shares; 2025Q4: 874 shares; 2026Q1: 908 shares; 2026Q2: 960 shares 960 $1.15M 0.25% +52 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: 22,306 shares; 2024Q4: 22,101 shares; 2025Q1: 22,116 shares; 2025Q2: 22,303 shares; 2025Q3: 25,628 shares; 2025Q4: 25,674 shares; 2026Q1: 27,002 shares; 2026Q2: 27,219 shares 27,219 $1.15M 0.25% +217 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,388 shares; 2024Q4: 5,389 shares; 2025Q1: 5,391 shares; 2025Q2: 5,392 shares; 2025Q3: 5,393 shares; 2025Q4: 5,395 shares; 2026Q1: 5,374 shares; 2026Q2: 5,011 shares 5,011 $1.1M 0.24% -363 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: 29,059 shares; 2024Q4: 25,335 shares; 2025Q1: 21,942 shares; 2025Q2: 21,027 shares; 2025Q3: 20,281 shares; 2025Q4: 19,769 shares; 2026Q1: 18,937 shares; 2026Q2: 18,367 shares 18,367 $1.1M 0.24% -570 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: 4,883 shares; 2024Q4: 4,700 shares; 2025Q1: 4,777 shares; 2025Q2: 4,957 shares; 2025Q3: 4,765 shares; 2025Q4: 4,471 shares; 2026Q1: 4,520 shares; 2026Q2: 4,311 shares 4,311 $1.09M 0.24% -209 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: 21,553 shares; 2024Q4: 21,851 shares; 2025Q1: 22,265 shares; 2025Q2: 22,416 shares; 2025Q3: 22,421 shares; 2025Q4: 22,211 shares; 2026Q1: 21,812 shares; 2026Q2: 20,504 shares 20,504 $1.06M 0.23% -1,308 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: 13,072 shares; 2024Q4: 13,665 shares; 2025Q1: 13,685 shares; 2025Q2: 13,706 shares; 2025Q3: 13,728 shares; 2025Q4: 13,755 shares; 2026Q1: 13,774 shares; 2026Q2: 13,792 shares 13,792 $1.05M 0.23% +18 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,804 shares; 2024Q4: 4,889 shares; 2025Q1: 4,889 shares; 2025Q2: 4,890 shares; 2025Q3: 4,920 shares; 2025Q4: 4,920 shares; 2026Q1: 4,817 shares; 2026Q2: 4,541 shares 4,541 $1.03M 0.22% -276 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: 2,057 shares; 2024Q4: 2,098 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,071 shares; 2025Q4: 1,874 shares; 2026Q1: 1,903 shares; 2026Q2: 1,742 shares 1,742 $1.01M 0.22% -161 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,036 shares; 2024Q4: 7,236 shares; 2025Q1: 7,319 shares; 2025Q2: 7,324 shares; 2025Q3: 7,324 shares; 2025Q4: 7,347 shares; 2026Q1: 7,347 shares; 2026Q2: 7,347 shares 7,347 $995K 0.22% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,967 shares; 2024Q4: 7,366 shares; 2025Q1: 7,466 shares; 2025Q2: 7,606 shares; 2025Q3: 7,656 shares; 2025Q4: 7,706 shares; 2026Q1: 7,948 shares; 2026Q2: 10,062 shares 10,062 $960K 0.21% +2,114 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,786 shares; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 2,788 shares; 2025Q3: 2,788 shares; 2025Q4: 2,789 shares; 2026Q1: 2,789 shares; 2026Q2: 2,789 shares 2,789 $956K 0.21% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,269 shares; 2024Q4: 20,269 shares; 2025Q1: 20,053 shares; 2025Q2: 20,053 shares; 2025Q3: 20,053 shares; 2025Q4: 20,053 shares; 2026Q1: 20,053 shares; 2026Q2: 20,053 shares 20,053 $935K 0.2% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,730 shares; 2025Q3: 5,777 shares; 2025Q4: 6,023 shares; 2026Q1: 6,471 shares; 2026Q2: 13,824 shares 13,824 $934K 0.2% +7,353 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,710 shares; 2024Q4: 7,705 shares; 2025Q1: 8,086 shares; 2025Q2: 8,172 shares; 2025Q3: 9,744 shares; 2025Q4: 9,194 shares; 2026Q1: 9,304 shares; 2026Q2: 9,355 shares 9,355 $926K 0.2% +51 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,923 shares; 2024Q4: 19,213 shares; 2025Q1: 19,183 shares; 2025Q2: 17,953 shares; 2025Q3: 17,853 shares; 2025Q4: 18,053 shares; 2026Q1: 16,253 shares; 2026Q2: 18,253 shares 18,253 $925K 0.2% +2,000 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,766 shares; 2024Q4: 27,349 shares; 2025Q1: 27,333 shares; 2025Q2: 27,344 shares; 2025Q3: 29,111 shares; 2025Q4: 29,145 shares; 2026Q1: 29,219 shares; 2026Q2: 29,317 shares 29,317 $894K 0.19% +98 Timeline XLF 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: 17,837 shares; 2024Q4: 17,875 shares; 2025Q1: 18,667 shares; 2025Q2: 18,187 shares; 2025Q3: 18,190 shares; 2025Q4: 18,106 shares; 2026Q1: 16,557 shares; 2026Q2: 16,135 shares 16,135 $865K 0.19% -422 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: 2,871 shares; 2024Q4: 3,026 shares; 2025Q1: 3,126 shares; 2025Q2: 3,131 shares; 2025Q3: 3,221 shares; 2025Q4: 3,186 shares; 2026Q1: 3,226 shares; 2026Q2: 2,296 shares 2,296 $846K 0.18% -930 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,896 shares; 2024Q4: 18,597 shares; 2025Q1: 17,905 shares; 2025Q2: 17,722 shares; 2025Q3: 17,910 shares; 2025Q4: 17,905 shares; 2026Q1: 17,696 shares; 2026Q2: 13,601 shares 13,601 $845K 0.18% -4,095 Timeline INTC INTEL CORP More: the full row for INTEL 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: 5,526 shares; 2026Q1: 5,627 shares; 2026Q2: 5,991 shares 5,991 $836K 0.18% +364 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,058 shares; 2024Q4: 5,058 shares; 2025Q1: 5,060 shares; 2025Q2: 5,063 shares; 2025Q3: 5,058 shares; 2025Q4: 5,058 shares; 2026Q1: 5,075 shares; 2026Q2: 5,152 shares 5,152 $791K 0.17% +77 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: 5,507 shares; 2024Q4: 5,509 shares; 2025Q1: 5,512 shares; 2025Q2: 6,277 shares; 2025Q3: 6,278 shares; 2025Q4: 6,296 shares; 2026Q1: 6,354 shares; 2026Q2: 6,604 shares 6,604 $776K 0.17% +250 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: 3,160 shares; 2024Q4: 2,648 shares; 2025Q1: 2,628 shares; 2025Q2: 2,624 shares; 2025Q3: 2,595 shares; 2025Q4: 2,765 shares; 2026Q1: 2,802 shares; 2026Q2: 2,730 shares 2,730 $768K 0.17% -72 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: 2,060 shares; 2024Q4: 2,041 shares; 2025Q1: 2,066 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 2,053 shares; 2026Q1: 2,057 shares; 2026Q2: 2,115 shares 2,115 $766K 0.17% +58 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: 3,516 shares; 2024Q4: 3,536 shares; 2025Q1: 3,542 shares; 2025Q2: 3,734 shares; 2025Q3: 3,949 shares; 2025Q4: 3,893 shares; 2026Q1: 3,911 shares; 2026Q2: 3,958 shares 3,958 $751K 0.16% +47 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: 8,652 shares; 2024Q4: 8,598 shares; 2025Q1: 8,642 shares; 2025Q2: 8,642 shares; 2025Q3: 7,843 shares; 2025Q4: 7,823 shares; 2026Q1: 6,793 shares; 2026Q2: 6,794 shares 6,794 $749K 0.16% +1 Timeline USIG 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: 14,556 shares 14,556 $747K 0.16% new 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: 6,182 shares; 2024Q4: 4,574 shares; 2025Q1: 4,603 shares; 2025Q2: 5,557 shares; 2025Q3: 5,558 shares; 2025Q4: 5,605 shares; 2026Q1: 6,121 shares; 2026Q2: 6,371 shares 6,371 $722K 0.16% +250 Timeline XLP 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: 9,037 shares; 2024Q4: 9,278 shares; 2025Q1: 9,315 shares; 2025Q2: 9,127 shares; 2025Q3: 8,937 shares; 2025Q4: 8,939 shares; 2026Q1: 8,672 shares; 2026Q2: 8,383 shares 8,383 $696K 0.15% -289 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: 11,630 shares; 2025Q4: 11,585 shares; 2026Q1: 16,239 shares; 2026Q2: 16,089 shares 16,089 $664K 0.14% -150 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,659 shares; 2024Q4: 4,615 shares; 2025Q1: 4,615 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 4,460 shares; 2026Q2: 4,286 shares 4,286 $652K 0.14% -174 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890 shares; 2024Q4: 1,735 shares; 2025Q1: 1,601 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares; 2025Q4: 1,560 shares; 2026Q1: 1,599 shares; 2026Q2: 1,621 shares 1,621 $608K 0.13% +22 Timeline VCIT 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: 6,499 shares; 2024Q4: 6,499 shares; 2025Q1: 6,499 shares; 2025Q2: 6,378 shares; 2025Q3: 6,378 shares; 2025Q4: 6,835 shares; 2026Q1: 7,374 shares; 2026Q2: 7,231 shares 7,231 $598K 0.13% -143 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares; 2026Q2: 10,175 shares 10,175 $586K 0.13% -1,225 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: 7,759 shares; 2024Q4: 7,734 shares; 2025Q1: 7,804 shares; 2025Q2: 8,345 shares; 2025Q3: 8,340 shares; 2025Q4: 9,976 shares; 2026Q1: 9,558 shares; 2026Q2: 9,773 shares 9,773 $557K 0.12% +215 Timeline DFSI 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: 12,274 shares; 2024Q4: 12,274 shares; 2025Q1: 12,274 shares; 2025Q2: 12,274 shares; 2025Q3: 12,274 shares; 2025Q4: 12,274 shares; 2026Q1: 12,274 shares; 2026Q2: 12,274 shares 12,274 $554K 0.12% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,481 shares; 2025Q3: 9,350 shares; 2025Q4: 9,439 shares; 2026Q1: 9,153 shares; 2026Q2: 9,156 shares 9,156 $552K 0.12% +3 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: 436 shares; 2024Q4: 486 shares; 2025Q1: 404 shares; 2025Q2: 426 shares; 2025Q3: 440 shares; 2025Q4: 458 shares; 2026Q1: 536 shares; 2026Q2: 590 shares 590 $552K 0.12% +54 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,685 shares; 2024Q4: 9,785 shares; 2025Q1: 9,876 shares; 2025Q2: 9,876 shares; 2025Q3: 9,976 shares; 2025Q4: 9,976 shares; 2026Q1: 10,676 shares; 2026Q2: 10,676 shares 10,676 $538K 0.12% 0 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: not reported; 2025Q4: not reported; 2026Q1: 1,119 shares; 2026Q2: 1,226 shares 1,226 $531K 0.12% +107 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: 2,356 shares; 2025Q2: 2,356 shares; 2025Q3: 3,030 shares; 2025Q4: 3,036 shares; 2026Q1: 3,051 shares; 2026Q2: 3,090 shares 3,090 $524K 0.11% +39 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: 4,802 shares; 2026Q1: 4,802 shares; 2026Q2: 4,802 shares 4,802 $517K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,529 shares; 2025Q4: 15,073 shares; 2026Q1: 17,108 shares; 2026Q2: 21,873 shares 21,873 $513K 0.11% +4,765 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 4,688 shares; 2025Q2: 4,688 shares; 2025Q3: 4,688 shares; 2025Q4: 4,388 shares; 2026Q1: 4,388 shares; 2026Q2: 4,547 shares 4,547 $501K 0.11% +159 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,184 shares; 2025Q2: 3,382 shares; 2025Q3: 3,494 shares; 2025Q4: 3,425 shares; 2026Q1: 3,678 shares; 2026Q2: 4,278 shares 4,278 $499K 0.11% +600 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: 5,584 shares; 2024Q4: 4,858 shares; 2025Q1: 4,839 shares; 2025Q2: 4,840 shares; 2025Q3: 4,661 shares; 2025Q4: 4,558 shares; 2026Q1: 7,347 shares; 2026Q2: 7,286 shares 7,286 $498K 0.11% -61 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,308 shares; 2024Q4: 5,308 shares; 2025Q1: 5,308 shares; 2025Q2: 5,308 shares; 2025Q3: 5,308 shares; 2025Q4: 5,308 shares; 2026Q1: 5,308 shares; 2026Q2: 5,308 shares 5,308 $489K 0.11% 0 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: 6,748 shares; 2024Q4: 6,432 shares; 2025Q1: 6,432 shares; 2025Q2: 6,298 shares; 2025Q3: 6,292 shares; 2025Q4: 6,134 shares; 2026Q1: 6,650 shares; 2026Q2: 6,773 shares 6,773 $487K 0.11% +123 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: 7,828 shares; 2024Q4: 5,718 shares; 2025Q1: 4,761 shares; 2025Q2: 3,808 shares; 2025Q3: 3,617 shares; 2025Q4: 6,413 shares; 2026Q1: 6,500 shares; 2026Q2: 5,749 shares 5,749 $476K 0.1% -751 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,578 shares; 2024Q4: 5,578 shares; 2025Q1: 5,578 shares; 2025Q2: 5,578 shares; 2025Q3: 5,578 shares; 2025Q4: 4,260 shares; 2026Q1: 3,976 shares; 2026Q2: 7,859 shares 7,859 $441K 0.1% +3,883 Timeline IWN 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: 1,303 shares; 2025Q3: 1,295 shares; 2025Q4: 1,985 shares; 2026Q1: 2,003 shares; 2026Q2: 1,989 shares 1,989 $440K 0.1% -14 Timeline LIN LINDE PLC More: the full row for LINDE PLC 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: 775 shares; 2025Q4: 773 shares; 2026Q1: 785 shares; 2026Q2: 827 shares 827 $429K 0.09% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,830 shares; 2026Q1: 10,832 shares; 2026Q2: 10,833 shares 10,833 $428K 0.09% +1 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: 3,984 shares; 2024Q4: 3,984 shares; 2025Q1: 4,134 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares; 2026Q1: 4,270 shares; 2026Q2: 4,182 shares 4,182 $428K 0.09% -88 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,996 shares; 2024Q4: 7,770 shares; 2025Q1: 7,722 shares; 2025Q2: 7,722 shares; 2025Q3: 8,397 shares; 2025Q4: 8,013 shares; 2026Q1: 8,034 shares; 2026Q2: 7,954 shares 7,954 $425K 0.09% -80 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: 16,168 shares; 2024Q4: 15,725 shares; 2025Q1: 14,755 shares; 2025Q2: 14,069 shares; 2025Q3: 12,870 shares; 2025Q4: 10,554 shares; 2026Q1: 10,601 shares; 2026Q2: 10,006 shares 10,006 $424K 0.09% -595 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $423K 0.09% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,533 shares 18,533 $422K 0.09% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,193 shares; 2024Q4: 5,193 shares; 2025Q1: 5,193 shares; 2025Q2: 5,193 shares; 2025Q3: 5,193 shares; 2025Q4: 6,011 shares; 2026Q1: 5,564 shares; 2026Q2: 5,564 shares 5,564 $420K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 3,211 shares; 2026Q1: 3,311 shares; 2026Q2: 3,332 shares 3,332 $416K 0.09% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,300 shares; 2025Q3: 7,300 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,800 shares 8,800 $410K 0.09% +300 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 646 shares; 2026Q1: 744 shares; 2026Q2: 1,084 shares 1,084 $409K 0.09% +340 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: 913 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 1,018 shares; 2026Q2: 1,071 shares 1,071 $400K 0.09% +53 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,804 shares; 2024Q4: 4,804 shares; 2025Q1: 4,804 shares; 2025Q2: 4,804 shares; 2025Q3: 4,564 shares; 2025Q4: 4,664 shares; 2026Q1: 4,714 shares; 2026Q2: 4,764 shares 4,764 $399K 0.09% +50 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 782 shares; 2025Q4: 834 shares; 2026Q1: 834 shares; 2026Q2: 835 shares 835 $399K 0.09% +1 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: 333 shares; 2026Q2: 370 shares 370 $394K 0.09% +37 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,271 shares; 2025Q1: 4,271 shares; 2025Q2: 4,335 shares; 2025Q3: 4,335 shares; 2025Q4: 4,352 shares; 2026Q1: 5,037 shares; 2026Q2: 5,037 shares 5,037 $392K 0.09% 0 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: not reported; 2026Q2: 1,297 shares 1,297 $391K 0.08% new Timeline PWB 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $387K 0.08% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,258 shares; 2024Q4: 1,242 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,273 shares; 2025Q4: 873 shares; 2026Q1: 977 shares; 2026Q2: 973 shares 973 $383K 0.08% -4 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: not reported; 2024Q4: not reported; 2025Q1: 5,378 shares; 2025Q2: 5,382 shares; 2025Q3: 5,332 shares; 2025Q4: 4,970 shares; 2026Q1: 4,992 shares; 2026Q2: 4,971 shares 4,971 $381K 0.08% -21 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,635 shares; 2024Q4: 1,604 shares; 2025Q1: 1,641 shares; 2025Q2: 1,642 shares; 2025Q3: 1,663 shares; 2025Q4: 1,612 shares; 2026Q1: 1,626 shares; 2026Q2: 1,655 shares 1,655 $369K 0.08% +29 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,464 shares; 2026Q1: 3,464 shares; 2026Q2: 3,464 shares 3,464 $369K 0.08% 0 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: 897 shares; 2024Q4: 915 shares; 2025Q1: 995 shares; 2025Q2: 994 shares; 2025Q3: 1,027 shares; 2025Q4: 1,029 shares; 2026Q1: 922 shares; 2026Q2: 1,060 shares 1,060 $364K 0.08% +138 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,814 shares; 2024Q4: 2,735 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 2,716 shares; 2025Q4: 2,716 shares; 2026Q1: 2,817 shares; 2026Q2: 2,817 shares 2,817 $359K 0.08% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,589 shares; 2024Q4: 24,545 shares; 2025Q1: 18,125 shares; 2025Q2: 18,785 shares; 2025Q3: 17,607 shares; 2025Q4: 17,131 shares; 2026Q1: 18,548 shares; 2026Q2: 16,990 shares 16,990 $352K 0.08% -1,558 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: 695 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 509 shares; 2026Q1: 523 shares; 2026Q2: 677 shares 677 $348K 0.08% +154 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,928 shares; 2024Q4: 2,168 shares; 2025Q1: 2,168 shares; 2025Q2: 2,186 shares; 2025Q3: 2,020 shares; 2025Q4: 2,078 shares; 2026Q1: 2,135 shares; 2026Q2: 2,359 shares 2,359 $346K 0.07% +224 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,024 shares; 2024Q4: 5,102 shares; 2025Q1: 4,140 shares; 2025Q2: 4,141 shares; 2025Q3: 4,172 shares; 2025Q4: 4,173 shares; 2026Q1: 4,174 shares; 2026Q2: 4,175 shares 4,175 $346K 0.07% +1 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,732 shares; 2024Q4: 7,644 shares; 2025Q1: 7,644 shares; 2025Q2: 7,644 shares; 2025Q3: 7,644 shares; 2025Q4: 7,644 shares; 2026Q1: 7,644 shares; 2026Q2: 7,644 shares 7,644 $345K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 950 shares; 2026Q2: 1,000 shares 1,000 $338K 0.07% +50 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: 5,976 shares; 2024Q4: 3,206 shares; 2025Q1: 3,207 shares; 2025Q2: 4,011 shares; 2025Q3: 4,017 shares; 2025Q4: 3,979 shares; 2026Q1: 3,876 shares; 2026Q2: 4,072 shares 4,072 $337K 0.07% +196 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,738 shares; 2024Q4: 1,760 shares; 2025Q1: 1,770 shares; 2025Q2: 1,688 shares; 2025Q3: 1,751 shares; 2025Q4: 1,829 shares; 2026Q1: 2,035 shares; 2026Q2: 2,021 shares 2,021 $335K 0.07% -14 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE 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: 1,000 shares 1,000 $333K 0.07% new Timeline DFNM 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: 5,875 shares; 2026Q1: 6,197 shares; 2026Q2: 6,815 shares 6,815 $329K 0.07% +618 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,505 shares; 2026Q2: 2,525 shares 2,525 $323K 0.07% +20 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG 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: 837 shares; 2025Q4: not reported; 2026Q1: 719 shares; 2026Q2: 747 shares 747 $297K 0.06% +28 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,025 shares; 2024Q4: 7,025 shares; 2025Q1: 6,628 shares; 2025Q2: 6,628 shares; 2025Q3: 7,047 shares; 2025Q4: 7,047 shares; 2026Q1: 7,047 shares; 2026Q2: 7,067 shares 7,067 $296K 0.06% +20 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS 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: 409 shares 409 $296K 0.06% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 856 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: 929 shares; 2026Q2: 929 shares 929 $296K 0.06% 0 Timeline IHY 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: 16,101 shares; 2025Q3: 15,999 shares; 2025Q4: 15,925 shares; 2026Q1: 16,160 shares; 2026Q2: 13,422 shares 13,422 $291K 0.06% -2,738 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,736 shares; 2024Q4: 3,817 shares; 2025Q1: 2,982 shares; 2025Q2: 2,983 shares; 2025Q3: 2,981 shares; 2025Q4: 2,979 shares; 2026Q1: 3,020 shares; 2026Q2: 3,073 shares 3,073 $291K 0.06% +53 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,701 shares; 2024Q4: 1,601 shares; 2025Q1: 1,657 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,795 shares; 2026Q2: 1,760 shares 1,760 $285K 0.06% -35 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: 2,493 shares; 2024Q4: 2,518 shares; 2025Q1: 2,482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150 shares; 2026Q1: 2,211 shares; 2026Q2: 2,216 shares 2,216 $285K 0.06% +5 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: 690 shares; 2024Q4: 695 shares; 2025Q1: 724 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 703 shares; 2026Q1: 729 shares; 2026Q2: 800 shares 800 $282K 0.06% +71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,559 shares; 2026Q1: 3,153 shares; 2026Q2: 3,154 shares 3,154 $281K 0.06% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,020 shares; 2025Q4: 2,085 shares; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares 2,105 $278K 0.06% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 811 shares 811 $277K 0.06% new 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: 3,378 shares; 2024Q4: 3,443 shares; 2025Q1: 3,233 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,062 shares; 2026Q2: 3,341 shares 3,341 $272K 0.06% +279 Timeline VOT 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: 885 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 882 shares; 2026Q1: 882 shares; 2026Q2: 882 shares 882 $270K 0.06% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,945 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,976 shares; 2026Q1: 2,009 shares; 2026Q2: 2,097 shares 2,097 $265K 0.06% +88 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: 1,238 shares; 2024Q4: 1,108 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,086 shares; 2026Q2: 1,086 shares 1,086 $264K 0.06% 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: 603 shares 603 $260K 0.06% new 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: 3,040 shares; 2024Q4: 3,314 shares; 2025Q1: 3,412 shares; 2025Q2: 3,843 shares; 2025Q3: 3,406 shares; 2025Q4: 3,256 shares; 2026Q1: 2,742 shares; 2026Q2: 2,836 shares 2,836 $257K 0.06% +94 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,816 shares; 2024Q4: 2,616 shares; 2025Q1: 2,616 shares; 2025Q2: 2,616 shares; 2025Q3: 2,521 shares; 2025Q4: 2,321 shares; 2026Q1: 2,321 shares; 2026Q2: 2,321 shares 2,321 $254K 0.06% 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: not reported; 2024Q4: 716 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 844 shares; 2025Q4: 808 shares; 2026Q1: 694 shares; 2026Q2: 694 shares 694 $254K 0.06% 0 Timeline IUSG 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: 1,233 shares; 2025Q4: 1,233 shares; 2026Q1: 1,293 shares; 2026Q2: 1,338 shares 1,338 $252K 0.05% +45 Timeline VALQ 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $251K 0.05% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,632 shares 2,632 $249K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 326 shares 326 $249K 0.05% new Timeline XLE 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: 2,348 shares; 2024Q4: 2,348 shares; 2025Q1: 2,746 shares; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares; 2025Q4: 5,282 shares; 2026Q1: 5,132 shares; 2026Q2: 4,654 shares 4,654 $247K 0.05% -478 Timeline RWX 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,054 shares 9,054 $245K 0.05% new Timeline KORP 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: 7,950 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares 5,200 $244K 0.05% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,806 shares; 2025Q1: 2,811 shares; 2025Q2: 2,816 shares; 2025Q3: 2,821 shares; 2025Q4: 2,826 shares; 2026Q1: 2,831 shares; 2026Q2: 2,382 shares 2,382 $240K 0.05% -449 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: 204 shares 204 $240K 0.05% 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: 1,252 shares 1,252 $239K 0.05% new Timeline FLV 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: 3,050 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 2,900 shares 2,900 $236K 0.05% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,629 shares 1,629 $236K 0.05% new Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: 1,723 shares; 2025Q2: 1,721 shares; 2025Q3: 1,723 shares; 2025Q4: 1,723 shares; 2026Q1: 1,720 shares; 2026Q2: 1,722 shares 1,722 $235K 0.05% +2 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS 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: 626 shares; 2025Q4: 626 shares; 2026Q1: 629 shares; 2026Q2: 648 shares 648 $230K 0.05% +19 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $229K 0.05% 0 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $229K 0.05% 0 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: 4,713 shares; 2024Q4: 4,505 shares; 2025Q1: not reported; 2025Q2: 3,231 shares; 2025Q3: 3,141 shares; 2025Q4: 3,046 shares; 2026Q1: 3,082 shares; 2026Q2: 3,069 shares 3,069 $228K 0.05% -13 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 958 shares 958 $228K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,198 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,220 shares; 2026Q2: 1,260 shares 1,260 $228K 0.05% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 532 shares 532 $227K 0.05% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,498 shares; 2024Q4: 4,498 shares; 2025Q1: 4,498 shares; 2025Q2: 4,398 shares; 2025Q3: 4,398 shares; 2025Q4: 4,398 shares; 2026Q1: 4,398 shares; 2026Q2: 4,398 shares 4,398 $225K 0.05% 0 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: 3,194 shares; 2024Q4: 3,194 shares; 2025Q1: 3,139 shares; 2025Q2: 3,025 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares; 2026Q1: 2,925 shares; 2026Q2: 2,925 shares 2,925 $224K 0.05% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 3,380 shares; 2025Q4: 3,046 shares; 2026Q1: 2,981 shares; 2026Q2: 3,048 shares 3,048 $220K 0.05% +67 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: 2,396 shares; 2024Q4: 2,441 shares; 2025Q1: 2,501 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,131 shares 2,131 $218K 0.05% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 806 shares; 2025Q3: 804 shares; 2025Q4: 710 shares; 2026Q1: not reported; 2026Q2: 729 shares 729 $215K 0.05% new Timeline VTP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,775 shares 2,775 $213K 0.05% new 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: 480 shares; 2024Q4: 480 shares; 2025Q1: 459 shares; 2025Q2: 460 shares; 2025Q3: 440 shares; 2025Q4: 425 shares; 2026Q1: 419 shares; 2026Q2: 417 shares 417 $212K 0.05% -2 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 518 shares 518 $212K 0.05% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,208 shares 4,208 $211K 0.05% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 2,034 shares 2,034 $210K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,537 shares 1,537 $210K 0.05% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 1,279 shares 1,279 $209K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,365 shares; 2025Q4: 4,365 shares; 2026Q1: 4,365 shares; 2026Q2: 4,365 shares 4,365 $208K 0.05% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512 shares; 2024Q4: 529 shares; 2025Q1: 533 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 498 shares 498 $207K 0.04% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 718 shares; 2024Q4: 716 shares; 2025Q1: 717 shares; 2025Q2: 712 shares; 2025Q3: 609 shares; 2025Q4: 489 shares; 2026Q1: not reported; 2026Q2: 417 shares 417 $207K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,387 shares 1,387 $205K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,282 shares 2,282 $200K 0.04% new Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,001 shares; 2025Q2: 18,001 shares; 2025Q3: 18,001 shares; 2025Q4: 17,984 shares; 2026Q1: 17,984 shares; 2026Q2: 17,984 shares 17,984 $138K 0.03% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,500 shares; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 23,000 shares; 2025Q4: 23,287 shares; 2026Q1: 23,292 shares; 2026Q2: 23,275 shares 23,275 $137K 0.03% -17 Timeline