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: 1,347,248 shares; 2024Q4: 1,351,949 shares; 2025Q1: 1,392,132 shares; 2025Q2: 1,358,788 shares; 2025Q3: 1,354,883 shares; 2025Q4: 1,339,289 shares; 2026Q1: 1,394,763 shares; 2026Q2: 1,406,914 shares 1,406,914 $966M 23.34% +12,151 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: 1,280,446 shares; 2024Q4: 1,303,518 shares; 2025Q1: 1,345,236 shares; 2025Q2: 1,325,765 shares; 2025Q3: 1,329,045 shares; 2025Q4: 1,350,785 shares; 2026Q1: 1,396,617 shares; 2026Q2: 5,646,613 shares 5,646,613 $455M 10.99% +4,249,996 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: 5,867,965 shares; 2024Q4: 5,984,346 shares; 2025Q1: 6,173,009 shares; 2025Q2: 6,281,277 shares; 2025Q3: 6,226,335 shares; 2025Q4: 6,204,833 shares; 2026Q1: 6,275,829 shares; 2026Q2: 6,253,672 shares 6,253,672 $446M 10.76% -22,157 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: 2,818,327 shares; 2024Q4: 8,298,426 shares; 2025Q1: 8,142,312 shares; 2025Q2: 9,081,052 shares; 2025Q3: 8,784,010 shares; 2025Q4: 8,445,906 shares; 2026Q1: 8,333,483 shares; 2026Q2: 8,334,300 shares 8,334,300 $245M 5.93% +817 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: 5,202,502 shares; 2024Q4: 5,438,365 shares; 2025Q1: 5,816,865 shares; 2025Q2: 5,430,032 shares; 2025Q3: 5,613,124 shares; 2025Q4: 5,832,420 shares; 2026Q1: 6,191,354 shares; 2026Q2: 6,311,245 shares 6,311,245 $245M 5.91% +119,891 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: 264,332 shares; 2024Q4: 261,129 shares; 2025Q1: 254,037 shares; 2025Q2: 266,609 shares; 2025Q3: 261,255 shares; 2025Q4: 254,100 shares; 2026Q1: 263,665 shares; 2026Q2: 263,441 shares 263,441 $197M 4.75% -224 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: 3,470,292 shares; 2024Q4: 3,993,536 shares; 2025Q1: 4,796,352 shares; 2025Q2: 4,996,700 shares; 2025Q3: 5,355,327 shares; 2025Q4: 5,701,658 shares; 2026Q1: 6,344,111 shares; 2026Q2: 6,710,457 shares 6,710,457 $194M 4.7% +366,346 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: 2,863,333 shares; 2024Q4: 3,504,084 shares; 2025Q1: 4,102,611 shares; 2025Q2: 4,155,387 shares; 2025Q3: 4,290,310 shares; 2025Q4: 4,432,470 shares; 2026Q1: 4,786,293 shares; 2026Q2: 4,973,487 shares 4,973,487 $185M 4.48% +187,194 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: 2,666,648 shares; 2024Q4: 2,738,076 shares; 2025Q1: 2,875,384 shares; 2025Q2: 2,889,057 shares; 2025Q3: 2,883,664 shares; 2025Q4: 2,882,279 shares; 2026Q1: 2,930,327 shares; 2026Q2: 2,898,490 shares 2,898,490 $173M 4.18% -31,837 Timeline SCHM 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: 970,779 shares; 2024Q4: 2,881,771 shares; 2025Q1: 2,875,095 shares; 2025Q2: 3,298,197 shares; 2025Q3: 3,237,135 shares; 2025Q4: 3,148,832 shares; 2026Q1: 3,079,700 shares; 2026Q2: 3,074,425 shares 3,074,425 $113M 2.74% -5,275 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: 2,048,246 shares; 2024Q4: 4,415,143 shares; 2025Q1: 4,384,101 shares; 2025Q2: 4,403,203 shares; 2025Q3: 4,324,179 shares; 2025Q4: 4,240,654 shares; 2026Q1: 4,116,077 shares; 2026Q2: 4,087,794 shares 4,087,794 $113M 2.74% -28,283 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: 930,442 shares; 2024Q4: 906,460 shares; 2025Q1: 883,878 shares; 2025Q2: 908,254 shares; 2025Q3: 889,118 shares; 2025Q4: 868,158 shares; 2026Q1: 916,371 shares; 2026Q2: 913,629 shares 913,629 $101M 2.43% -2,742 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: 1,549,584 shares; 2024Q4: 1,743,671 shares; 2025Q1: 1,954,026 shares; 2025Q2: 1,969,332 shares; 2025Q3: 2,049,754 shares; 2025Q4: 2,129,625 shares; 2026Q1: 2,312,160 shares; 2026Q2: 2,333,403 shares 2,333,403 $94.8M 2.29% +21,243 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: 283,935 shares; 2024Q4: 281,596 shares; 2025Q1: 286,017 shares; 2025Q2: 397,979 shares; 2025Q3: 394,828 shares; 2025Q4: 388,085 shares; 2026Q1: 392,210 shares; 2026Q2: 379,798 shares 379,798 $92.3M 2.23% -12,412 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: 156,569 shares; 2024Q4: 160,031 shares; 2025Q1: 158,350 shares; 2025Q2: 162,125 shares; 2025Q3: 154,606 shares; 2025Q4: 150,646 shares; 2026Q1: 150,404 shares; 2026Q2: 145,598 shares 145,598 $53.9M 1.3% -4,806 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: 164,677 shares; 2024Q4: 162,670 shares; 2025Q1: 153,876 shares; 2025Q2: 153,000 shares; 2025Q3: 151,952 shares; 2025Q4: 147,550 shares; 2026Q1: 147,066 shares; 2026Q2: 145,565 shares 145,565 $50.1M 1.21% -1,501 Timeline SCHE 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: 931,405 shares; 2024Q4: 952,101 shares; 2025Q1: 928,534 shares; 2025Q2: 1,058,272 shares; 2025Q3: 1,018,714 shares; 2025Q4: 964,691 shares; 2026Q1: 942,824 shares; 2026Q2: 960,587 shares 960,587 $34.8M 0.84% +17,763 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: 41,208 shares; 2024Q4: 41,270 shares; 2025Q1: 40,510 shares; 2025Q2: 41,062 shares; 2025Q3: 41,688 shares; 2025Q4: 41,070 shares; 2026Q1: 40,441 shares; 2026Q2: 39,892 shares 39,892 $29.9M 0.72% -549 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: 234,558 shares; 2024Q4: 229,208 shares; 2025Q1: 251,998 shares; 2025Q2: 249,911 shares; 2025Q3: 247,012 shares; 2025Q4: 247,483 shares; 2026Q1: 255,079 shares; 2026Q2: 254,989 shares 254,989 $24.6M 0.59% -90 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: 224,612 shares; 2024Q4: 225,690 shares; 2025Q1: 230,044 shares; 2025Q2: 224,959 shares; 2025Q3: 223,232 shares; 2025Q4: 220,615 shares; 2026Q1: 214,457 shares; 2026Q2: 212,142 shares 212,142 $17.8M 0.43% -2,315 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: 37,103 shares; 2024Q4: 37,473 shares; 2025Q1: 36,643 shares; 2025Q2: 36,500 shares; 2025Q3: 35,736 shares; 2025Q4: 34,995 shares; 2026Q1: 34,919 shares; 2026Q2: 139,940 shares 139,940 $17.4M 0.42% +105,021 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,493 shares; 2024Q4: 122,601 shares; 2025Q1: 119,724 shares; 2025Q2: 119,265 shares; 2025Q3: 116,185 shares; 2025Q4: 113,520 shares; 2026Q1: 114,619 shares; 2026Q2: 113,405 shares 113,405 $16.6M 0.4% -1,214 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: not reported; 2025Q4: not reported; 2026Q1: 76,369 shares; 2026Q2: 288,905 shares 288,905 $15.5M 0.37% +212,536 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: 41,580 shares; 2024Q4: 41,395 shares; 2025Q1: 41,091 shares; 2025Q2: 41,036 shares; 2025Q3: 40,792 shares; 2025Q4: 36,970 shares; 2026Q1: 36,958 shares; 2026Q2: 35,656 shares 35,656 $14.6M 0.35% -1,302 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,937 shares; 2024Q4: 29,617 shares; 2025Q1: 29,680 shares; 2025Q2: 29,125 shares; 2025Q3: 28,864 shares; 2025Q4: 26,912 shares; 2026Q1: 26,664 shares; 2026Q2: 158,934 shares 158,934 $13.7M 0.33% +132,270 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,042 shares; 2024Q4: 78,533 shares; 2025Q1: 78,832 shares; 2025Q2: 78,414 shares; 2025Q3: 76,043 shares; 2025Q4: 74,632 shares; 2026Q1: 74,147 shares; 2026Q2: 73,795 shares 73,795 $12.1M 0.29% -352 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: 60,292 shares; 2024Q4: 60,244 shares; 2025Q1: 60,305 shares; 2025Q2: 60,337 shares; 2025Q3: 60,822 shares; 2025Q4: 59,509 shares; 2026Q1: 58,960 shares; 2026Q2: 57,402 shares 57,402 $11.3M 0.27% -1,558 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: 51,608 shares; 2024Q4: 49,638 shares; 2025Q1: 49,000 shares; 2025Q2: 48,663 shares; 2025Q3: 48,293 shares; 2025Q4: 49,185 shares; 2026Q1: 48,889 shares; 2026Q2: 48,584 shares 48,584 $10.6M 0.26% -305 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: 7,336 shares; 2024Q4: 7,565 shares; 2025Q1: 8,371 shares; 2025Q2: 12,522 shares; 2025Q3: 12,834 shares; 2025Q4: 12,725 shares; 2026Q1: 12,900 shares; 2026Q2: 13,205 shares 13,205 $9.72M 0.23% +305 Timeline VNQI 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: 227,505 shares; 2024Q4: 207,416 shares; 2025Q1: 197,720 shares; 2025Q2: 199,457 shares; 2025Q3: 206,331 shares; 2025Q4: 206,702 shares; 2026Q1: 209,001 shares; 2026Q2: 211,317 shares 211,317 $9.48M 0.23% +2,316 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,231 shares; 2024Q4: 272,259 shares; 2025Q1: 270,325 shares; 2025Q2: 264,699 shares; 2025Q3: 264,761 shares; 2025Q4: 259,882 shares; 2026Q1: 254,821 shares; 2026Q2: 262,207 shares 262,207 $8.87M 0.21% +7,386 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: 33,504 shares; 2024Q4: 33,490 shares; 2025Q1: 32,015 shares; 2025Q2: 30,556 shares; 2025Q3: 30,594 shares; 2025Q4: 31,219 shares; 2026Q1: 29,830 shares; 2026Q2: 29,333 shares 29,333 $8.81M 0.21% -497 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: 117,515 shares; 2024Q4: 342,342 shares; 2025Q1: 339,945 shares; 2025Q2: 332,891 shares; 2025Q3: 324,285 shares; 2025Q4: 296,375 shares; 2026Q1: 300,653 shares; 2026Q2: 292,779 shares 292,779 $8.48M 0.2% -7,874 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: 87,479 shares; 2024Q4: 89,956 shares; 2025Q1: 89,212 shares; 2025Q2: 93,365 shares; 2025Q3: 93,410 shares; 2025Q4: 94,533 shares; 2026Q1: 93,969 shares; 2026Q2: 93,925 shares 93,925 $7.73M 0.19% -44 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: 27,185 shares; 2024Q4: 27,204 shares; 2025Q1: 27,076 shares; 2025Q2: 27,073 shares; 2025Q3: 26,942 shares; 2025Q4: 26,029 shares; 2026Q1: 26,029 shares; 2026Q2: 24,594 shares 24,594 $7.53M 0.18% -1,435 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: 20,164 shares; 2024Q4: 19,150 shares; 2025Q1: 18,516 shares; 2025Q2: 20,267 shares; 2025Q3: 20,447 shares; 2025Q4: 19,782 shares; 2026Q1: 20,355 shares; 2026Q2: 20,676 shares 20,676 $6.27M 0.15% +321 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: 25,462 shares; 2024Q4: 25,541 shares; 2025Q1: 25,362 shares; 2025Q2: 25,416 shares; 2025Q3: 25,362 shares; 2025Q4: 24,833 shares; 2026Q1: 24,365 shares; 2026Q2: 23,936 shares 23,936 $5.8M 0.14% -429 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: 26,181 shares; 2024Q4: 26,181 shares; 2025Q1: 26,181 shares; 2025Q2: 26,181 shares; 2025Q3: 26,307 shares; 2025Q4: 26,307 shares; 2026Q1: 26,307 shares; 2026Q2: 27,811 shares 27,811 $5.23M 0.13% +1,504 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: 13,026 shares; 2024Q4: 13,110 shares; 2025Q1: 13,110 shares; 2025Q2: 13,110 shares; 2025Q3: 13,109 shares; 2025Q4: 26,153 shares; 2026Q1: 26,154 shares; 2026Q2: 26,154 shares 26,154 $4.98M 0.12% 0 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: 7,012 shares; 2024Q4: 7,170 shares; 2025Q1: 7,230 shares; 2025Q2: 7,218 shares; 2025Q3: 7,053 shares; 2025Q4: 7,053 shares; 2026Q1: 6,786 shares; 2026Q2: 6,786 shares 6,786 $4.77M 0.12% 0 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: 18,331 shares; 2024Q4: 19,384 shares; 2025Q1: 19,345 shares; 2025Q2: 18,825 shares; 2025Q3: 19,185 shares; 2025Q4: 18,526 shares; 2026Q1: 19,647 shares; 2026Q2: 19,664 shares 19,664 $4.65M 0.11% +17 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: 46,596 shares; 2024Q4: 41,116 shares; 2025Q1: 40,919 shares; 2025Q2: 40,178 shares; 2025Q3: 41,998 shares; 2025Q4: 43,803 shares; 2026Q1: 43,676 shares; 2026Q2: 43,159 shares 43,159 $4.48M 0.11% -517 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: 27,318 shares; 2024Q4: 27,419 shares; 2025Q1: 26,754 shares; 2025Q2: 26,831 shares; 2025Q3: 27,109 shares; 2025Q4: 27,401 shares; 2026Q1: 27,294 shares; 2026Q2: 27,568 shares 27,568 $4.09M 0.1% +274 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130,388 shares 130,388 $3.46M 0.08% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,745 shares; 2024Q4: 108,430 shares; 2025Q1: 120,957 shares; 2025Q2: 122,020 shares; 2025Q3: 122,993 shares; 2025Q4: 116,416 shares; 2026Q1: 109,682 shares; 2026Q2: 125,419 shares 125,419 $2.97M 0.07% +15,737 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: 57,758 shares; 2024Q4: 56,157 shares; 2025Q1: 55,224 shares; 2025Q2: 56,785 shares; 2025Q3: 55,293 shares; 2025Q4: 55,487 shares; 2026Q1: 56,822 shares; 2026Q2: 57,430 shares 57,430 $2.88M 0.07% +608 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: 41,449 shares; 2024Q4: 40,971 shares; 2025Q1: 39,541 shares; 2025Q2: 40,031 shares; 2025Q3: 48,906 shares; 2025Q4: 48,474 shares; 2026Q1: 52,880 shares; 2026Q2: 52,939 shares 52,939 $2.86M 0.07% +59 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,635 shares; 2024Q4: 10,285 shares; 2025Q1: 10,285 shares; 2025Q2: 8,349 shares; 2025Q3: 8,252 shares; 2025Q4: 7,267 shares; 2026Q1: 7,234 shares; 2026Q2: 6,702 shares 6,702 $2.86M 0.07% -532 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,845 shares; 2024Q4: 35,817 shares; 2025Q1: 32,998 shares; 2025Q2: 31,974 shares; 2025Q3: 31,974 shares; 2025Q4: 27,643 shares; 2026Q1: 27,688 shares; 2026Q2: 26,718 shares 26,718 $2.75M 0.07% -970 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: 13,099 shares; 2024Q4: 38,836 shares; 2025Q1: 36,804 shares; 2025Q2: 40,069 shares; 2025Q3: 69,296 shares; 2025Q4: 66,964 shares; 2026Q1: 76,169 shares; 2026Q2: 82,640 shares 82,640 $2.62M 0.06% +6,471 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: 6,570 shares; 2024Q4: 6,603 shares; 2025Q1: 6,603 shares; 2025Q2: 6,603 shares; 2025Q3: 6,695 shares; 2025Q4: 6,663 shares; 2026Q1: 6,663 shares; 2026Q2: 6,616 shares 6,616 $2.61M 0.06% -47 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: 5,449 shares; 2024Q4: 5,201 shares; 2025Q1: 5,330 shares; 2025Q2: 5,070 shares; 2025Q3: 5,066 shares; 2025Q4: 5,067 shares; 2026Q1: 5,102 shares; 2026Q2: 8,701 shares 8,701 $2.52M 0.06% +3,599 Timeline SCHP 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: 57,136 shares; 2024Q4: 115,659 shares; 2025Q1: 107,432 shares; 2025Q2: 111,823 shares; 2025Q3: 115,046 shares; 2025Q4: 91,684 shares; 2026Q1: 91,020 shares; 2026Q2: 93,648 shares 93,648 $2.48M 0.06% +2,628 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: 8,103 shares; 2024Q4: 8,197 shares; 2025Q1: 8,197 shares; 2025Q2: 8,422 shares; 2025Q3: 8,384 shares; 2025Q4: 8,388 shares; 2026Q1: 28,619 shares; 2026Q2: 27,323 shares 27,323 $2.34M 0.06% -1,296 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: 3,983 shares; 2024Q4: 3,803 shares; 2025Q1: 3,803 shares; 2025Q2: 10,526 shares; 2025Q3: 10,672 shares; 2025Q4: 10,599 shares; 2026Q1: 10,599 shares; 2026Q2: 10,479 shares 10,479 $2.32M 0.06% -120 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: 22,921 shares; 2024Q4: 45,388 shares; 2025Q1: 48,269 shares; 2025Q2: 47,817 shares; 2025Q3: 48,473 shares; 2025Q4: 57,739 shares; 2026Q1: 56,404 shares; 2026Q2: 60,291 shares 60,291 $2.18M 0.05% +3,887 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: 27,257 shares; 2024Q4: 27,295 shares; 2025Q1: 27,588 shares; 2025Q2: 27,640 shares; 2025Q3: 27,552 shares; 2025Q4: 25,299 shares; 2026Q1: 25,583 shares; 2026Q2: 25,599 shares 25,599 $2.12M 0.05% +16 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: 14,334 shares; 2024Q4: 14,400 shares; 2025Q1: 26,960 shares; 2025Q2: 28,005 shares; 2025Q3: 28,005 shares; 2025Q4: 28,132 shares; 2026Q1: 15,572 shares; 2026Q2: 15,209 shares 15,209 $2.09M 0.05% -363 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: 3,930 shares; 2024Q4: 3,930 shares; 2025Q1: 4,272 shares; 2025Q2: 4,242 shares; 2025Q3: 4,153 shares; 2025Q4: 4,201 shares; 2026Q1: 4,151 shares; 2026Q2: 4,101 shares 4,101 $2.05M 0.05% -50 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: 5,740 shares; 2024Q4: 5,740 shares; 2025Q1: 5,740 shares; 2025Q2: 5,740 shares; 2025Q3: 5,740 shares; 2025Q4: 5,740 shares; 2026Q1: 5,640 shares; 2026Q2: 5,721 shares 5,721 $2.04M 0.05% +81 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: 19,438 shares; 2024Q4: 19,438 shares; 2025Q1: 19,438 shares; 2025Q2: 20,801 shares; 2025Q3: 19,772 shares; 2025Q4: 20,094 shares; 2026Q1: 20,303 shares; 2026Q2: 20,369 shares 20,369 $1.97M 0.05% +66 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: 18,328 shares; 2024Q4: 20,523 shares; 2025Q1: 20,523 shares; 2025Q2: 20,557 shares; 2025Q3: 20,403 shares; 2025Q4: 23,441 shares; 2026Q1: 27,606 shares; 2026Q2: 27,321 shares 27,321 $1.87M 0.05% -285 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: 16,670 shares; 2024Q4: 16,722 shares; 2025Q1: 6,685 shares; 2025Q2: 19,242 shares; 2025Q3: 20,433 shares; 2025Q4: 20,633 shares; 2026Q1: 18,713 shares; 2026Q2: 18,236 shares 18,236 $1.81M 0.04% -477 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: 11,404 shares; 2024Q4: 11,298 shares; 2025Q1: 11,298 shares; 2025Q2: 11,298 shares; 2025Q3: 11,202 shares; 2025Q4: 11,177 shares; 2026Q1: 11,177 shares; 2026Q2: 11,056 shares 11,056 $1.73M 0.04% -121 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,875 shares; 2024Q4: 42,474 shares; 2025Q1: 37,831 shares; 2025Q2: 37,947 shares; 2025Q3: 38,033 shares; 2025Q4: 33,148 shares; 2026Q1: 33,333 shares; 2026Q2: 29,701 shares 29,701 $1.62M 0.04% -3,632 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,710 shares; 2024Q4: 40,493 shares; 2025Q1: 41,108 shares; 2025Q2: 36,599 shares; 2025Q3: 37,553 shares; 2025Q4: 38,509 shares; 2026Q1: 38,937 shares; 2026Q2: 32,984 shares 32,984 $1.6M 0.04% -5,953 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $1.57M 0.04% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,693 shares; 2024Q4: 12,057 shares; 2025Q1: 12,544 shares; 2025Q2: 12,122 shares; 2025Q3: 11,997 shares; 2025Q4: 10,399 shares; 2026Q1: 10,300 shares; 2026Q2: 9,141 shares 9,141 $1.5M 0.04% -1,159 Timeline SCHV 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: 18,158 shares; 2024Q4: 51,401 shares; 2025Q1: 46,642 shares; 2025Q2: 42,918 shares; 2025Q3: 42,925 shares; 2025Q4: 42,933 shares; 2026Q1: 42,939 shares; 2026Q2: 42,945 shares 42,945 $1.49M 0.04% +6 Timeline DFAR 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: 67,354 shares; 2024Q4: 65,266 shares; 2025Q1: 65,266 shares; 2025Q2: 64,510 shares; 2025Q3: 65,780 shares; 2025Q4: 66,832 shares; 2026Q1: 69,444 shares; 2026Q2: 56,054 shares 56,054 $1.47M 0.04% -13,390 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: 14,342 shares; 2024Q4: 17,268 shares; 2025Q1: 15,618 shares; 2025Q2: 15,618 shares; 2025Q3: 14,790 shares; 2025Q4: 17,491 shares; 2026Q1: 17,785 shares; 2026Q2: 18,227 shares 18,227 $1.41M 0.03% +442 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: 5,643 shares; 2024Q4: 5,617 shares; 2025Q1: 5,796 shares; 2025Q2: 5,732 shares; 2025Q3: 5,490 shares; 2025Q4: 3,820 shares; 2026Q1: 3,569 shares; 2026Q2: 3,483 shares 3,483 $1.3M 0.03% -86 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: 65,239 shares; 2024Q4: 124,195 shares; 2025Q1: 117,341 shares; 2025Q2: 116,995 shares; 2025Q3: 100,021 shares; 2025Q4: 103,504 shares; 2026Q1: 99,754 shares; 2026Q2: 55,255 shares 55,255 $1.28M 0.03% -44,499 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: 11,788 shares; 2024Q4: 11,788 shares; 2025Q1: 11,788 shares; 2025Q2: 12,362 shares; 2025Q3: 12,362 shares; 2025Q4: 12,362 shares; 2026Q1: 13,234 shares; 2026Q2: 13,234 shares 13,234 $1.26M 0.03% 0 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: 13,710 shares; 2024Q4: 13,710 shares; 2025Q1: 12,847 shares; 2025Q2: 12,847 shares; 2025Q3: 12,847 shares; 2025Q4: 12,847 shares; 2026Q1: 12,847 shares; 2026Q2: 12,847 shares 12,847 $1.24M 0.03% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,661 shares; 2024Q4: 5,633 shares; 2025Q1: 5,877 shares; 2025Q2: 5,877 shares; 2025Q3: 5,877 shares; 2025Q4: 5,877 shares; 2026Q1: 5,877 shares; 2026Q2: 5,747 shares 5,747 $1.22M 0.03% -130 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: 6,784 shares; 2024Q4: 6,784 shares; 2025Q1: 6,682 shares; 2025Q2: 6,471 shares; 2025Q3: 7,216 shares; 2025Q4: 7,771 shares; 2026Q1: 7,771 shares; 2026Q2: 7,771 shares 7,771 $1.15M 0.03% 0 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: 3,052 shares; 2024Q4: 3,052 shares; 2025Q1: 3,052 shares; 2025Q2: 2,192 shares; 2025Q3: 2,192 shares; 2025Q4: 2,527 shares; 2026Q1: 2,527 shares; 2026Q2: 3,001 shares 3,001 $1.11M 0.03% +474 Timeline FNDA 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: 9,562 shares; 2024Q4: 19,122 shares; 2025Q1: 22,678 shares; 2025Q2: 20,850 shares; 2025Q3: 20,850 shares; 2025Q4: 22,774 shares; 2026Q1: 22,990 shares; 2026Q2: 23,356 shares 23,356 $889K 0.02% +366 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,045 shares; 2024Q4: 5,136 shares; 2025Q1: 4,773 shares; 2025Q2: 4,213 shares; 2025Q3: 3,879 shares; 2025Q4: 3,783 shares; 2026Q1: 3,783 shares; 2026Q2: 3,783 shares 3,783 $859K 0.02% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,876 shares; 2024Q4: 9,881 shares; 2025Q1: 9,881 shares; 2025Q2: 11,234 shares; 2025Q3: 11,285 shares; 2025Q4: 11,283 shares; 2026Q1: 11,283 shares; 2026Q2: 11,204 shares 11,204 $843K 0.02% -79 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,487 shares; 2024Q4: 4,488 shares; 2025Q1: 4,489 shares; 2025Q2: 5,120 shares; 2025Q3: 5,120 shares; 2025Q4: 4,921 shares; 2026Q1: 4,980 shares; 2026Q2: 5,237 shares 5,237 $822K 0.02% +257 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: 5,834 shares; 2024Q4: 5,888 shares; 2025Q1: 10,859 shares; 2025Q2: 10,875 shares; 2025Q3: 10,881 shares; 2025Q4: 10,991 shares; 2026Q1: 11,056 shares; 2026Q2: 11,053 shares 11,053 $811K 0.02% -3 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,233 shares; 2024Q4: 15,843 shares; 2025Q1: 11,633 shares; 2025Q2: 11,633 shares; 2025Q3: 11,633 shares; 2025Q4: 11,633 shares; 2026Q1: 11,633 shares; 2026Q2: 11,633 shares 11,633 $808K 0.02% 0 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: 6,221 shares; 2024Q4: 17,783 shares; 2025Q1: 18,515 shares; 2025Q2: 16,538 shares; 2025Q3: 17,875 shares; 2025Q4: 22,493 shares; 2026Q1: 22,545 shares; 2026Q2: 25,600 shares 25,600 $796K 0.02% +3,055 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: 7,407 shares; 2024Q4: 7,407 shares; 2025Q1: 7,407 shares; 2025Q2: 7,407 shares; 2025Q3: 8,468 shares; 2025Q4: 10,313 shares; 2026Q1: 10,526 shares; 2026Q2: 14,949 shares 14,949 $789K 0.02% +4,423 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 27,763 shares 27,763 $768K 0.02% new Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,146 shares; 2024Q4: 12,041 shares; 2025Q1: 9,348 shares; 2025Q2: 9,348 shares; 2025Q3: 9,236 shares; 2025Q4: 9,190 shares; 2026Q1: 9,229 shares; 2026Q2: 9,044 shares 9,044 $765K 0.02% -185 Timeline VONG 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: 3,689 shares; 2024Q4: 3,689 shares; 2025Q1: 3,689 shares; 2025Q2: 3,689 shares; 2025Q3: 3,689 shares; 2025Q4: 3,689 shares; 2026Q1: 4,836 shares; 2026Q2: 4,836 shares 4,836 $618K 0.01% 0 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: 7,501 shares; 2024Q4: 7,501 shares; 2025Q1: 7,501 shares; 2025Q2: 7,501 shares; 2025Q3: 7,541 shares; 2025Q4: 7,541 shares; 2026Q1: 7,519 shares; 2026Q2: 7,461 shares 7,461 $614K 0.01% -58 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: 2,376 shares; 2024Q4: 2,376 shares; 2025Q1: 2,376 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares; 2026Q1: 3,608 shares; 2026Q2: 3,608 shares 3,608 $593K 0.01% 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: 4,223 shares; 2024Q4: 4,592 shares; 2025Q1: 4,149 shares; 2025Q2: 4,145 shares; 2025Q3: 4,145 shares; 2025Q4: 4,145 shares; 2026Q1: 4,084 shares; 2026Q2: 4,084 shares 4,084 $558K 0.01% 0 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: 6,121 shares; 2024Q4: 6,140 shares; 2025Q1: 4,442 shares; 2025Q2: 4,707 shares; 2025Q3: 3,723 shares; 2025Q4: 3,842 shares; 2026Q1: 3,767 shares; 2026Q2: 4,050 shares 4,050 $554K 0.01% +283 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: 6,765 shares; 2024Q4: 6,765 shares; 2025Q1: 8,554 shares; 2025Q2: 8,554 shares; 2025Q3: 8,554 shares; 2025Q4: 8,554 shares; 2026Q1: 10,054 shares; 2026Q2: 10,054 shares 10,054 $539K 0.01% 0 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: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 1,018 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares; 2026Q2: 999 shares 999 $513K 0.01% -20 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 27,720 shares 27,720 $499K 0.01% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 228 shares; 2025Q3: not reported; 2025Q4: 528 shares; 2026Q1: 528 shares; 2026Q2: 500 shares 500 $468K 0.01% -28 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 483 shares; 2026Q1: 406 shares; 2026Q2: 348 shares 348 $464K 0.01% -58 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,231 shares; 2024Q4: 5,231 shares; 2025Q1: 5,231 shares; 2025Q2: 5,231 shares; 2025Q3: 5,231 shares; 2025Q4: 5,231 shares; 2026Q1: 5,231 shares; 2026Q2: 5,231 shares 5,231 $459K 0.01% 0 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: 2,229 shares; 2024Q4: 2,289 shares; 2025Q1: 2,334 shares; 2025Q2: 2,140 shares; 2025Q3: 1,915 shares; 2025Q4: 1,915 shares; 2026Q1: 1,915 shares; 2026Q2: 1,915 shares 1,915 $456K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,001 shares 4,001 $441K 0.01% new 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: 3,822 shares; 2024Q4: 3,822 shares; 2025Q1: 3,832 shares; 2025Q2: 3,832 shares; 2025Q3: 4,029 shares; 2025Q4: 4,007 shares; 2026Q1: 3,930 shares; 2026Q2: 3,930 shares 3,930 $430K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,190 shares; 2025Q4: 6,695 shares; 2026Q1: 6,695 shares; 2026Q2: 6,661 shares 6,661 $405K 0.01% -34 Timeline PRF 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,438 shares 7,438 $402K 0.01% new 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: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 2,215 shares; 2025Q2: 2,216 shares; 2025Q3: 2,130 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $396K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,902 shares; 2025Q4: 3,902 shares; 2026Q1: 3,902 shares; 2026Q2: 3,902 shares 3,902 $376K 0.01% 0 Timeline MGK 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: 826 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 826 shares; 2026Q2: 4,130 shares 4,130 $363K 0.01% +3,304 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: 2,033 shares; 2024Q4: 2,033 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,925 shares; 2026Q1: 2,777 shares; 2026Q2: 2,784 shares 2,784 $358K 0.01% +7 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,995 shares; 2024Q4: 2,995 shares; 2025Q1: 2,995 shares; 2025Q2: 2,995 shares; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares; 2026Q1: 2,995 shares; 2026Q2: 2,995 shares 2,995 $352K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,963 shares; 2024Q4: 4,394 shares; 2025Q1: 4,386 shares; 2025Q2: 4,386 shares; 2025Q3: 4,386 shares; 2025Q4: 4,386 shares; 2026Q1: not reported; 2026Q2: 6,628 shares 6,628 $335K 0.01% new 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: 2,435 shares; 2024Q4: 2,435 shares; 2025Q1: 2,369 shares; 2025Q2: 2,369 shares; 2025Q3: 2,317 shares; 2025Q4: 1,652 shares; 2026Q1: 1,652 shares; 2026Q2: 1,259 shares 1,259 $320K 0.01% -393 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,821 shares; 2024Q4: 3,823 shares; 2025Q1: 3,826 shares; 2025Q2: 3,827 shares; 2025Q3: 3,829 shares; 2025Q4: 2,865 shares; 2026Q1: 2,675 shares; 2026Q2: 2,253 shares 2,253 $320K 0.01% -422 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $300K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,424 shares; 2025Q4: 3,424 shares; 2026Q1: 2,411 shares; 2026Q2: 2,256 shares 2,256 $281K 0.01% -155 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,996 shares; 2024Q4: 3,996 shares; 2025Q1: 3,996 shares; 2025Q2: 3,996 shares; 2025Q3: 3,996 shares; 2025Q4: 3,996 shares; 2026Q1: 3,996 shares; 2026Q2: 3,996 shares 3,996 $278K 0.01% 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: 1,087 shares; 2024Q4: 1,349 shares; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 935 shares; 2026Q1: 758 shares; 2026Q2: 758 shares 758 $277K 0.01% 0 Timeline GWX 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: 6,329 shares; 2024Q4: not reported; 2025Q1: 6,329 shares; 2025Q2: 6,329 shares; 2025Q3: 6,329 shares; 2025Q4: 6,329 shares; 2026Q1: 6,329 shares; 2026Q2: 6,329 shares 6,329 $277K 0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,006 shares 1,006 $274K 0.01% +6 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: 1,887 shares; 2024Q4: 1,887 shares; 2025Q1: 1,887 shares; 2025Q2: 1,887 shares; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares; 2026Q1: 1,837 shares; 2026Q2: 1,837 shares 1,837 $269K 0.01% 0 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: 6,479 shares; 2026Q2: 6,479 shares 6,479 $267K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,271 shares; 2025Q3: 5,271 shares; 2025Q4: 5,271 shares; 2026Q1: 5,271 shares; 2026Q2: 5,271 shares 5,271 $266K 0.01% 0 Timeline OUSM ALPS ETF TR More: the full row for ALPS 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: not reported; 2026Q2: 5,579 shares 5,579 $265K 0.01% new Timeline VPU 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: 1,342 shares; 2025Q2: 1,342 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares; 2026Q1: 1,342 shares; 2026Q2: 1,342 shares 1,342 $263K 0.01% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,703 shares 4,703 $262K 0.01% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 20,785 shares; 2026Q1: 19,844 shares; 2026Q2: 19,848 shares 19,848 $258K 0.01% +4 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: 2,154 shares; 2024Q4: 2,154 shares; 2025Q1: 2,154 shares; 2025Q2: 2,154 shares; 2025Q3: 2,154 shares; 2025Q4: 6,176 shares; 2026Q1: 2,154 shares; 2026Q2: 1,691 shares 1,691 $257K 0.01% -463 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,006 shares; 2025Q4: 2,136 shares; 2026Q1: 2,136 shares; 2026Q2: 2,136 shares 2,136 $254K 0.01% 0 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $250K 0.01% 0 Timeline RPG 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,845 shares 3,845 $246K 0.01% new Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,086 shares; 2025Q4: 2,086 shares; 2026Q1: 2,086 shares; 2026Q2: 2,086 shares 2,086 $238K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,341 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 674 shares 674 $221K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,847 shares; 2026Q1: 2,809 shares; 2026Q2: 2,809 shares 2,809 $215K 0.01% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,464 shares 1,464 $214K 0.01% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,432 shares; 2026Q2: 2,432 shares 2,432 $213K 0.01% 0 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: 1,050 shares 1,050 $210K 0.01% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,904 shares; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares; 2026Q1: 1,738 shares; 2026Q2: 1,738 shares 1,738 $209K 0.01% 0 Timeline VHT 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: 973 shares; 2024Q4: not reported; 2025Q1: 783 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 670 shares 670 $200K <0.01% new Timeline