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: 1,912,253 shares; 2024Q4: 1,984,798 shares; 2025Q1: 1,985,073 shares; 2025Q2: 2,008,195 shares; 2025Q3: 2,049,488 shares; 2025Q4: 2,121,369 shares; 2026Q1: 2,189,130 shares; 2026Q2: 2,393,443 shares 2,393,443 $106M 17.19% +204,313 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: 52,648 shares; 2024Q4: 109,326 shares; 2025Q1: 161,159 shares; 2025Q2: 238,555 shares; 2025Q3: 280,008 shares; 2025Q4: 372,077 shares; 2026Q1: 428,174 shares; 2026Q2: 507,078 shares 507,078 $63.3M 10.24% +78,904 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: 734,832 shares; 2024Q4: 796,575 shares; 2025Q1: 811,484 shares; 2025Q2: 827,294 shares; 2025Q3: 835,489 shares; 2025Q4: 858,718 shares; 2026Q1: 886,759 shares; 2026Q2: 950,337 shares 950,337 $51.3M 8.31% +63,578 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: 787,264 shares; 2024Q4: 804,535 shares; 2025Q1: 821,515 shares; 2025Q2: 789,310 shares; 2025Q3: 793,705 shares; 2025Q4: 828,285 shares; 2026Q1: 849,146 shares; 2026Q2: 900,330 shares 900,330 $49.5M 8.02% +51,184 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 628,857 shares; 2024Q4: 624,733 shares; 2025Q1: 642,497 shares; 2025Q2: 691,301 shares; 2025Q3: 688,392 shares; 2025Q4: 690,485 shares; 2026Q1: 687,667 shares; 2026Q2: 685,036 shares 685,036 $47.9M 7.75% -2,631 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,030,249 shares; 2024Q4: 2,061,333 shares; 2025Q1: 1,859,271 shares; 2025Q2: 1,650,498 shares; 2025Q3: 1,629,824 shares; 2025Q4: 1,621,003 shares; 2026Q1: 1,616,450 shares; 2026Q2: 1,602,242 shares 1,602,242 $46.8M 7.57% -14,208 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: 338,655 shares; 2024Q4: 386,538 shares; 2025Q1: 445,314 shares; 2025Q2: 478,251 shares; 2025Q3: 504,740 shares; 2025Q4: 565,650 shares; 2026Q1: 589,730 shares; 2026Q2: 649,273 shares 649,273 $26.4M 4.27% +59,543 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: 265,398 shares; 2024Q4: 280,352 shares; 2025Q1: 271,997 shares; 2025Q2: 285,749 shares; 2025Q3: 288,133 shares; 2025Q4: 301,469 shares; 2026Q1: 319,697 shares; 2026Q2: 320,184 shares 320,184 $26.2M 4.25% +487 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,576 shares; 2024Q4: 62,925 shares; 2025Q1: 80,712 shares; 2025Q2: 113,379 shares; 2025Q3: 125,754 shares; 2025Q4: 156,483 shares; 2026Q1: 165,086 shares; 2026Q2: 200,844 shares 200,844 $20.7M 3.35% +35,758 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 396,509 shares; 2024Q4: 418,241 shares; 2025Q1: 431,837 shares; 2025Q2: 410,030 shares; 2025Q3: 408,789 shares; 2025Q4: 411,309 shares; 2026Q1: 426,447 shares; 2026Q2: 425,660 shares 425,660 $17.1M 2.76% -787 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: 151,436 shares; 2024Q4: 149,951 shares; 2025Q1: 149,957 shares; 2025Q2: 149,970 shares; 2025Q3: 150,181 shares; 2025Q4: 140,895 shares; 2026Q1: 140,642 shares; 2026Q2: 140,617 shares 140,617 $15.9M 2.58% -25 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: 114,988 shares; 2024Q4: 121,840 shares; 2025Q1: 207,616 shares; 2025Q2: 332,285 shares; 2025Q3: 332,441 shares; 2025Q4: 336,139 shares; 2026Q1: 342,530 shares; 2026Q2: 341,522 shares 341,522 $13.2M 2.14% -1,008 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: 147,309 shares; 2024Q4: 160,582 shares; 2025Q1: 171,840 shares; 2025Q2: 178,122 shares; 2025Q3: 184,465 shares; 2025Q4: 197,981 shares; 2026Q1: 222,285 shares; 2026Q2: 276,426 shares 276,426 $10.3M 1.67% +54,141 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: 124,316 shares; 2024Q4: 122,952 shares; 2025Q1: 121,321 shares; 2025Q2: 118,727 shares; 2025Q3: 117,739 shares; 2025Q4: 117,996 shares; 2026Q1: 118,168 shares; 2026Q2: 120,162 shares 120,162 $9.89M 1.6% +1,994 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,158 shares; 2024Q4: 173,357 shares; 2025Q1: 180,927 shares; 2025Q2: 188,322 shares; 2025Q3: 188,176 shares; 2025Q4: 187,114 shares; 2026Q1: 202,275 shares; 2026Q2: 193,157 shares 193,157 $7.77M 1.26% -9,118 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: 75,291 shares; 2024Q4: 101,506 shares; 2025Q1: 122,954 shares; 2025Q2: 140,648 shares; 2025Q3: 149,263 shares; 2025Q4: 170,314 shares; 2026Q1: 177,647 shares; 2026Q2: 180,153 shares 180,153 $7.43M 1.2% +2,506 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: 23,558 shares; 2024Q4: 21,176 shares; 2025Q1: 48,297 shares; 2025Q2: 147,538 shares; 2025Q3: 147,622 shares; 2025Q4: 155,745 shares; 2026Q1: 135,851 shares; 2026Q2: 139,068 shares 139,068 $7.19M 1.16% +3,217 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,277 shares; 2025Q1: 7,063 shares; 2025Q2: 25,108 shares; 2025Q3: 28,298 shares; 2025Q4: 53,446 shares; 2026Q1: 69,444 shares; 2026Q2: 95,960 shares 95,960 $5.66M 0.92% +26,516 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: 7,524 shares; 2024Q4: 7,960 shares; 2025Q1: 7,864 shares; 2025Q2: 7,794 shares; 2025Q3: 7,728 shares; 2025Q4: 14,244 shares; 2026Q1: 12,921 shares; 2026Q2: 12,898 shares 12,898 $4.77M 0.77% -23 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: 112,806 shares; 2024Q4: 114,629 shares; 2025Q1: 113,136 shares; 2025Q2: 112,697 shares; 2025Q3: 111,424 shares; 2025Q4: 110,481 shares; 2026Q1: 110,389 shares; 2026Q2: 108,084 shares 108,084 $3.98M 0.64% -2,305 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: 15,734 shares; 2024Q4: 13,807 shares; 2025Q1: 13,681 shares; 2025Q2: 13,529 shares; 2025Q3: 13,522 shares; 2025Q4: 13,388 shares; 2026Q1: 13,582 shares; 2026Q2: 13,233 shares 13,233 $3.83M 0.62% -349 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,496 shares; 2025Q3: 36,509 shares; 2025Q4: 36,528 shares; 2026Q1: 33,821 shares; 2026Q2: 39,856 shares 39,856 $3.64M 0.59% +6,035 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,091 shares; 2025Q1: 45,311 shares; 2025Q2: 56,749 shares; 2025Q3: 62,818 shares; 2025Q4: 89,066 shares; 2026Q1: 101,572 shares; 2026Q2: 123,494 shares 123,494 $3.58M 0.58% +21,922 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,086 shares; 2025Q1: 17,130 shares; 2025Q2: 27,699 shares; 2025Q3: 27,772 shares; 2025Q4: 26,291 shares; 2026Q1: 26,487 shares; 2026Q2: 33,273 shares 33,273 $3.21M 0.52% +6,786 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,718 shares; 2025Q1: 25,954 shares; 2025Q2: 28,653 shares; 2025Q3: 42,049 shares; 2025Q4: 60,052 shares; 2026Q1: 56,359 shares; 2026Q2: 67,839 shares 67,839 $2.83M 0.46% +11,480 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: 36,007 shares; 2024Q4: 35,571 shares; 2025Q1: 35,559 shares; 2025Q2: 35,589 shares; 2025Q3: 35,581 shares; 2025Q4: 35,581 shares; 2026Q1: 35,581 shares; 2026Q2: 35,587 shares 35,587 $2.72M 0.44% +6 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: 3,062 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 3,062 shares; 2025Q3: 3,059 shares; 2025Q4: 3,045 shares; 2026Q1: 3,045 shares; 2026Q2: 3,418 shares 3,418 $2.56M 0.41% +373 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: 4,413 shares; 2024Q4: 4,398 shares; 2025Q1: 4,416 shares; 2025Q2: 4,417 shares; 2025Q3: 4,438 shares; 2025Q4: 4,649 shares; 2026Q1: 4,407 shares; 2026Q2: 4,429 shares 4,429 $2.49M 0.4% +22 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,210 shares; 2025Q1: 22,176 shares; 2025Q2: 25,788 shares; 2025Q3: 33,224 shares; 2025Q4: 48,005 shares; 2026Q1: 57,176 shares; 2026Q2: 60,315 shares 60,315 $2.06M 0.33% +3,139 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: 15,897 shares; 2024Q4: 47,983 shares; 2025Q1: 48,241 shares; 2025Q2: 48,495 shares; 2025Q3: 48,742 shares; 2025Q4: 49,013 shares; 2026Q1: 49,242 shares; 2026Q2: 49,466 shares 49,466 $1.72M 0.28% +224 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: 10,026 shares; 2024Q4: 8,933 shares; 2025Q1: 8,828 shares; 2025Q2: 8,272 shares; 2025Q3: 8,373 shares; 2025Q4: 7,814 shares; 2026Q1: 7,818 shares; 2026Q2: 7,846 shares 7,846 $1.71M 0.28% +28 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: 13,071 shares; 2024Q4: 12,404 shares; 2025Q1: 12,404 shares; 2025Q2: 12,379 shares; 2025Q3: 12,443 shares; 2025Q4: 12,977 shares; 2026Q1: 12,477 shares; 2026Q2: 12,388 shares 12,388 $1.69M 0.27% -89 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: 7,168 shares; 2025Q1: 14,176 shares; 2025Q2: 19,301 shares; 2025Q3: 20,987 shares; 2025Q4: 38,678 shares; 2026Q1: 39,630 shares; 2026Q2: 32,057 shares 32,057 $1.53M 0.25% -7,573 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,764 shares; 2025Q3: 18,404 shares; 2025Q4: 24,233 shares; 2026Q1: 26,696 shares; 2026Q2: 35,192 shares 35,192 $1.49M 0.24% +8,496 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,302 shares; 2024Q4: 2,333 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,341 shares; 2025Q4: 2,347 shares; 2026Q1: 2,343 shares; 2026Q2: 2,339 shares 2,339 $1.48M 0.24% -4 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,045 shares; 2024Q4: 13,941 shares; 2025Q1: 13,062 shares; 2025Q2: 12,460 shares; 2025Q3: 12,568 shares; 2025Q4: 12,238 shares; 2026Q1: 12,199 shares; 2026Q2: 12,107 shares 12,107 $1.37M 0.22% -92 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: 1,179 shares; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares; 2025Q3: 1,179 shares; 2025Q4: 1,183 shares; 2026Q1: 1,204 shares; 2026Q2: 1,204 shares 1,204 $1.28M 0.21% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,124 shares; 2026Q1: 15,061 shares; 2026Q2: 15,061 shares 15,061 $1.26M 0.2% 0 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: 3,508 shares; 2024Q4: 3,128 shares; 2025Q1: 3,023 shares; 2025Q2: 2,994 shares; 2025Q3: 3,386 shares; 2025Q4: 3,768 shares; 2026Q1: 3,241 shares; 2026Q2: 3,297 shares 3,297 $1.23M 0.2% +56 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: 13,090 shares; 2024Q4: 13,090 shares; 2025Q1: 13,090 shares; 2025Q2: 13,630 shares; 2025Q3: 13,805 shares; 2025Q4: 13,630 shares; 2026Q1: 13,630 shares; 2026Q2: 13,630 shares 13,630 $1.21M 0.2% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,082 shares; 2024Q4: 3,056 shares; 2025Q1: 2,876 shares; 2025Q2: 2,808 shares; 2025Q3: 3,102 shares; 2025Q4: 3,723 shares; 2026Q1: 3,042 shares; 2026Q2: 3,300 shares 3,300 $1.18M 0.19% +258 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: 1,331 shares; 2025Q1: 1,328 shares; 2025Q2: 1,476 shares; 2025Q3: 1,476 shares; 2025Q4: 1,501 shares; 2026Q1: 1,482 shares; 2026Q2: 1,482 shares 1,482 $1.11M 0.18% 0 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: 5,330 shares; 2024Q4: 5,038 shares; 2025Q1: 5,002 shares; 2025Q2: 4,805 shares; 2025Q3: 4,805 shares; 2025Q4: 4,725 shares; 2026Q1: 4,478 shares; 2026Q2: 4,374 shares 4,374 $1.06M 0.17% -104 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 960 shares; 2026Q2: 916 shares 916 $1.06M 0.17% -44 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,126 shares; 2024Q4: 2,046 shares; 2025Q1: 2,046 shares; 2025Q2: 1,996 shares; 2025Q3: 3,406 shares; 2025Q4: 3,501 shares; 2026Q1: 2,968 shares; 2026Q2: 2,968 shares 2,968 $1.05M 0.17% 0 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: 3,179 shares; 2024Q4: 3,189 shares; 2025Q1: 3,189 shares; 2025Q2: 3,189 shares; 2025Q3: 3,144 shares; 2025Q4: 2,452 shares; 2026Q1: 2,439 shares; 2026Q2: 2,439 shares 2,439 $1.04M 0.17% 0 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: 5,501 shares; 2025Q1: 6,465 shares; 2025Q2: 9,168 shares; 2025Q3: 11,191 shares; 2025Q4: 18,937 shares; 2026Q1: 19,857 shares; 2026Q2: 20,491 shares 20,491 $990K 0.16% +634 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: 5,222 shares; 2024Q4: 3,622 shares; 2025Q1: 2,732 shares; 2025Q2: 2,732 shares; 2025Q3: 3,023 shares; 2025Q4: 3,270 shares; 2026Q1: 2,815 shares; 2026Q2: 2,807 shares 2,807 $919K 0.15% -8 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: 24,579 shares; 2025Q2: 6,023 shares; 2025Q3: 6,024 shares; 2025Q4: 6,594 shares; 2026Q1: 6,601 shares; 2026Q2: 7,049 shares 7,049 $903K 0.15% +448 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,949 shares; 2025Q3: 4,949 shares; 2025Q4: 5,251 shares; 2026Q1: 5,079 shares; 2026Q2: 5,079 shares 5,079 $834K 0.14% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 1,820 shares; 2025Q1: 1,743 shares; 2025Q2: 1,723 shares; 2025Q3: 1,726 shares; 2025Q4: 1,737 shares; 2026Q1: 1,451 shares; 2026Q2: 1,538 shares 1,538 $770K 0.12% +87 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: not reported; 2024Q4: not reported; 2025Q1: 1,934 shares; 2025Q2: 1,909 shares; 2025Q3: 1,912 shares; 2025Q4: 1,967 shares; 2026Q1: 1,850 shares; 2026Q2: 1,850 shares 1,850 $769K 0.12% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,193 shares; 2026Q1: 2,012 shares; 2026Q2: 2,001 shares 2,001 $751K 0.12% -11 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,285 shares; 2024Q4: 19,285 shares; 2025Q1: 9,974 shares; 2025Q2: 9,974 shares; 2025Q3: 9,974 shares; 2025Q4: 9,980 shares; 2026Q1: 9,974 shares; 2026Q2: 9,974 shares 9,974 $703K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,014 shares; 2025Q3: 3,303 shares; 2025Q4: 4,181 shares; 2026Q1: 4,778 shares; 2026Q2: 8,267 shares 8,267 $684K 0.11% +3,489 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: 4,590 shares; 2024Q4: 4,659 shares; 2025Q1: 4,499 shares; 2025Q2: 6,720 shares; 2025Q3: 6,933 shares; 2025Q4: 6,934 shares; 2026Q1: 6,934 shares; 2026Q2: 6,876 shares 6,876 $664K 0.11% -58 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: 3,271 shares; 2024Q4: 3,079 shares; 2025Q1: 2,360 shares; 2025Q2: 2,319 shares; 2025Q3: 3,145 shares; 2025Q4: 3,440 shares; 2026Q1: 2,826 shares; 2026Q2: 2,712 shares 2,712 $646K 0.1% -114 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 531 shares; 2026Q1: 1,314 shares; 2026Q2: 1,254 shares 1,254 $644K 0.1% -60 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: 2,011 shares; 2024Q4: 2,011 shares; 2025Q1: 2,011 shares; 2025Q2: 2,011 shares; 2025Q3: 2,011 shares; 2025Q4: 2,011 shares; 2026Q1: 2,086 shares; 2026Q2: 2,086 shares 2,086 $627K 0.1% 0 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: 1,686 shares; 2024Q4: 1,686 shares; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares; 2025Q3: 1,638 shares; 2025Q4: 1,700 shares; 2026Q1: 1,674 shares; 2026Q2: 1,629 shares 1,629 $609K 0.1% -45 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: 1,000 shares; 2024Q4: 531 shares; 2025Q1: 481 shares; 2025Q2: 481 shares; 2025Q3: 483 shares; 2025Q4: 459 shares; 2026Q1: 479 shares; 2026Q2: 476 shares 476 $571K 0.09% -3 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: 3,026 shares; 2024Q4: 2,890 shares; 2025Q1: 2,874 shares; 2025Q2: 2,621 shares; 2025Q3: 2,371 shares; 2025Q4: 2,334 shares; 2026Q1: 2,185 shares; 2026Q2: 1,849 shares 1,849 $560K 0.09% -336 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: 13,311 shares; 2024Q4: 11,735 shares; 2025Q1: 8,467 shares; 2025Q2: 8,467 shares; 2025Q3: 8,467 shares; 2025Q4: 10,936 shares; 2026Q1: 10,936 shares; 2026Q2: 13,879 shares 13,879 $549K 0.09% +2,943 Timeline AVRE 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: 6,475 shares; 2025Q2: 10,790 shares; 2025Q3: 10,790 shares; 2025Q4: 11,319 shares; 2026Q1: 11,319 shares; 2026Q2: 11,555 shares 11,555 $547K 0.09% +236 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: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares; 2026Q1: 1,235 shares; 2026Q2: 6,175 shares 6,175 $543K 0.09% +4,940 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632 shares; 2024Q4: 1,873 shares; 2025Q1: 1,790 shares; 2025Q2: 1,711 shares; 2025Q3: 1,732 shares; 2025Q4: 1,790 shares; 2026Q1: 1,394 shares; 2026Q2: 2,146 shares 2,146 $540K 0.09% +752 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: 2,166 shares; 2024Q4: 1,944 shares; 2025Q1: 1,944 shares; 2025Q2: 1,944 shares; 2025Q3: 1,944 shares; 2025Q4: 1,967 shares; 2026Q1: 1,944 shares; 2026Q2: 1,944 shares 1,944 $529K 0.09% 0 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: 4,309 shares; 2024Q4: 3,129 shares; 2025Q1: 2,426 shares; 2025Q2: 2,407 shares; 2025Q3: 3,005 shares; 2025Q4: 2,958 shares; 2026Q1: 2,638 shares; 2026Q2: 2,637 shares 2,637 $528K 0.09% -1 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: 555 shares; 2024Q4: 484 shares; 2025Q1: 538 shares; 2025Q2: 580 shares; 2025Q3: 666 shares; 2025Q4: 735 shares; 2026Q1: 623 shares; 2026Q2: 650 shares 650 $479K 0.08% +27 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497 shares; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 3,988 shares 3,988 $477K 0.08% +3,489 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: 2,049 shares; 2024Q4: 1,951 shares; 2025Q1: 1,953 shares; 2025Q2: 1,955 shares; 2025Q3: 2,014 shares; 2025Q4: 1,905 shares; 2026Q1: 2,010 shares; 2026Q2: 1,658 shares 1,658 $466K 0.08% -352 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,035 shares; 2025Q1: 4,035 shares; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares; 2025Q4: 4,035 shares; 2026Q1: 4,035 shares; 2026Q2: 5,071 shares 5,071 $452K 0.07% +1,036 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,769 shares; 2026Q1: 1,769 shares; 2026Q2: 1,752 shares 1,752 $452K 0.07% -17 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: 407 shares; 2025Q3: 409 shares; 2025Q4: 512 shares; 2026Q1: 392 shares; 2026Q2: 381 shares 381 $448K 0.07% -11 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,949 shares; 2024Q4: 1,852 shares; 2025Q1: 1,776 shares; 2025Q2: 1,751 shares; 2025Q3: 1,709 shares; 2025Q4: 1,938 shares; 2026Q1: 1,656 shares; 2026Q2: 1,642 shares 1,642 $417K 0.07% -14 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,316 shares; 2024Q4: 1,214 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 1,225 shares; 2025Q4: 1,358 shares; 2026Q1: 1,204 shares; 2026Q2: 1,204 shares 1,204 $413K 0.07% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,775 shares; 2024Q4: 3,704 shares; 2025Q1: 3,714 shares; 2025Q2: 3,683 shares; 2025Q3: 4,014 shares; 2025Q4: 4,028 shares; 2026Q1: 3,652 shares; 2026Q2: 4,039 shares 4,039 $366K 0.06% +387 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,378 shares; 2024Q4: 9,378 shares; 2025Q1: 9,378 shares; 2025Q2: 9,378 shares; 2025Q3: 10,194 shares; 2025Q4: 9,612 shares; 2026Q1: 9,701 shares; 2026Q2: 9,813 shares 9,813 $363K 0.06% +112 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,523 shares; 2026Q2: 8,523 shares 8,523 $356K 0.06% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,162 shares; 2024Q4: 3,162 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,603 shares; 2025Q4: 3,633 shares; 2026Q1: 3,627 shares; 2026Q2: 3,604 shares 3,604 $345K 0.06% -23 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: 5,061 shares; 2024Q4: 4,567 shares; 2025Q1: 4,567 shares; 2025Q2: 4,188 shares; 2025Q3: 4,248 shares; 2025Q4: 4,359 shares; 2026Q1: 3,940 shares; 2026Q2: 3,924 shares 3,924 $344K 0.06% -16 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,426 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,432 shares; 2025Q3: 1,634 shares; 2025Q4: 1,432 shares; 2026Q1: 1,420 shares; 2026Q2: 1,420 shares 1,420 $344K 0.06% 0 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: 937 shares; 2024Q4: 801 shares; 2025Q1: 802 shares; 2025Q2: 804 shares; 2025Q3: 977 shares; 2025Q4: 978 shares; 2026Q1: 761 shares; 2026Q2: 964 shares 964 $342K 0.06% +203 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: 964 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 964 shares; 2026Q1: 964 shares; 2026Q2: 964 shares 964 $332K 0.05% 0 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,722 shares; 2025Q2: 7,722 shares; 2025Q3: 7,722 shares; 2025Q4: 7,722 shares; 2026Q1: 7,722 shares; 2026Q2: 7,722 shares 7,722 $320K 0.05% 0 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: 4,313 shares; 2024Q4: 4,313 shares; 2025Q1: 4,313 shares; 2025Q2: 4,169 shares; 2025Q3: 4,106 shares; 2025Q4: 4,005 shares; 2026Q1: 3,987 shares; 2026Q2: 3,987 shares 3,987 $311K 0.05% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,456 shares; 2024Q4: 5,518 shares; 2025Q1: 5,441 shares; 2025Q2: 5,379 shares; 2025Q3: 5,079 shares; 2025Q4: 5,192 shares; 2026Q1: 5,171 shares; 2026Q2: 5,088 shares 5,088 $307K 0.05% -83 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,015 shares; 2026Q1: 9,015 shares; 2026Q2: 9,015 shares 9,015 $300K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,510 shares; 2025Q2: 1,520 shares; 2025Q3: 1,534 shares; 2025Q4: 1,546 shares; 2026Q1: not reported; 2026Q2: 1,540 shares 1,540 $292K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,081 shares; 2025Q3: 2,268 shares; 2025Q4: 2,081 shares; 2026Q1: 2,081 shares; 2026Q2: 2,081 shares 2,081 $266K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 468 shares; 2025Q4: 514 shares; 2026Q1: 483 shares; 2026Q2: 570 shares 570 $240K 0.04% +87 Timeline SOXX 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: 369 shares 369 $236K 0.04% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 484 shares 484 $231K 0.04% new 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: 1,217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,571 shares; 2025Q4: 1,685 shares; 2026Q1: 1,571 shares; 2026Q2: 1,571 shares 1,571 $230K 0.04% 0 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: 4,081 shares; 2024Q4: 3,885 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,931 shares 1,931 $227K 0.04% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 228 shares; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: 207 shares; 2025Q4: 3,573 shares; 2026Q1: 3,308 shares; 2026Q2: 3,084 shares 3,084 $220K 0.04% -224 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: 299 shares 299 $216K 0.03% new Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD 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: 282 shares; 2026Q2: 282 shares 282 $214K 0.03% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 553 shares 553 $185K 0.03% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,724 shares; 2025Q4: not reported; 2026Q1: 4,160 shares; 2026Q2: 4,160 shares 4,160 $176K 0.03% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 939 shares; 2026Q1: 451 shares; 2026Q2: 451 shares 451 $170K 0.03% 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: not reported; 2026Q2: 386 shares 386 $167K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: 1,576 shares; 2025Q4: 1,293 shares; 2026Q1: 1,349 shares; 2026Q2: 1,344 shares 1,344 $157K 0.03% -5 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: not reported; 2026Q1: not reported; 2026Q2: 1,080 shares 1,080 $151K 0.02% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS 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: 453 shares 453 $122K 0.02% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 296 shares 296 $114K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199 shares 199 $103K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN 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: 177 shares 177 $89.9K 0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 917 shares 917 $84.6K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 506 shares 506 $83.9K 0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,083 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 508 shares 508 $41.9K 0.01% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,199 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 308 shares 308 $41.7K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 214 shares 214 $36.2K 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $34.6K 0.01% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD 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 $28.6K <0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 191 shares 191 $26.7K <0.01% new Timeline PFE PFIZER INC More: the full row for PFIZER 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: 1,084 shares 1,084 $26.1K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61 shares 61 $21.4K <0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE 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: 434 shares 434 $21.1K <0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 84 shares 84 $21K <0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 211 shares 211 $19.3K <0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71 shares 71 $17.5K <0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS 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: 94 shares 94 $15.7K <0.01% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 300 shares 300 $13.9K <0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL 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: 17 shares 17 $7.8K <0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 7 shares 7 $6.85K <0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 16 shares 16 $5.46K <0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28 shares 28 $5.17K <0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES 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: 32 shares 32 $4.15K <0.01% new Timeline ITT ITT INC More: the full row for ITT 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: 13 shares 13 $2.57K <0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11 $2.21K <0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 7 shares 7 $1.78K <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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 shares 2 $330 <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $231 <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA 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 shares 2 $140 <0.01% new Timeline PCG PG&E CORP More: the full row for PG&E 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: 6 shares 6 $108 <0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL 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 shares 1 $79 <0.01% new Timeline