SPYM 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: 656,153 shares; 2024Q4: 669,525 shares; 2025Q1: 702,763 shares; 2025Q2: 741,078 shares; 2025Q3: 775,753 shares; 2025Q4: 831,668 shares; 2026Q1: 914,702 shares; 2026Q2: 986,037 shares 986,037 $86.7M 15.43% +71,335 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: 1,407,573 shares; 2024Q4: 1,514,325 shares; 2025Q1: 1,607,348 shares; 2025Q2: 1,664,622 shares; 2025Q3: 1,726,839 shares; 2025Q4: 1,849,517 shares; 2026Q1: 1,956,559 shares; 2026Q2: 2,149,853 shares 2,149,853 $80.1M 14.26% +193,294 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: 767,529 shares; 2024Q4: 799,787 shares; 2025Q1: 847,714 shares; 2025Q2: 906,348 shares; 2025Q3: 957,515 shares; 2025Q4: 1,052,145 shares; 2026Q1: 1,200,073 shares; 2026Q2: 1,286,243 shares 1,286,243 $53.7M 9.56% +86,170 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: 396,435 shares; 2024Q4: 1,237,328 shares; 2025Q1: 1,283,864 shares; 2025Q2: 1,338,719 shares; 2025Q3: 1,394,411 shares; 2025Q4: 1,518,271 shares; 2026Q1: 1,640,882 shares; 2026Q2: 1,748,838 shares 1,748,838 $50.6M 9.02% +107,956 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: 649,172 shares; 2024Q4: 679,194 shares; 2025Q1: 746,711 shares; 2025Q2: 814,869 shares; 2025Q3: 854,981 shares; 2025Q4: 923,964 shares; 2026Q1: 969,277 shares; 2026Q2: 1,027,285 shares 1,027,285 $39.8M 7.1% +58,008 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: 616,388 shares; 2024Q4: 647,547 shares; 2025Q1: 707,720 shares; 2025Q2: 751,448 shares; 2025Q3: 778,972 shares; 2025Q4: 830,825 shares; 2026Q1: 868,700 shares; 2026Q2: 908,460 shares 908,460 $36.9M 6.57% +39,760 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: 238,104 shares; 2024Q4: 244,838 shares; 2025Q1: 258,280 shares; 2025Q2: 275,842 shares; 2025Q3: 292,233 shares; 2025Q4: 320,959 shares; 2026Q1: 347,359 shares; 2026Q2: 367,041 shares 367,041 $33.5M 5.96% +19,682 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: 45,479 shares; 2024Q4: 450,681 shares; 2025Q1: 472,136 shares; 2025Q2: 498,018 shares; 2025Q3: 543,830 shares; 2025Q4: 602,731 shares; 2026Q1: 636,067 shares; 2026Q2: 723,730 shares 723,730 $30.5M 5.44% +87,663 Timeline SPAB 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: 1,457,068 shares; 2024Q4: 777,627 shares; 2025Q1: 810,132 shares; 2025Q2: 842,874 shares; 2025Q3: 910,937 shares; 2025Q4: 1,005,213 shares; 2026Q1: 1,054,971 shares; 2026Q2: 1,173,898 shares 1,173,898 $30M 5.33% +118,927 Timeline DFIP 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: 247,564 shares; 2024Q4: 345,959 shares; 2025Q1: 357,263 shares; 2025Q2: 382,545 shares; 2025Q3: 424,590 shares; 2025Q4: 475,655 shares; 2026Q1: 515,024 shares; 2026Q2: 580,584 shares 580,584 $24M 4.27% +65,560 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: 56,055 shares; 2024Q4: 80,336 shares; 2025Q1: 104,118 shares; 2025Q2: 126,027 shares; 2025Q3: 151,479 shares; 2025Q4: 193,932 shares; 2026Q1: 225,870 shares; 2026Q2: 264,621 shares 264,621 $12.5M 2.23% +38,751 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,529 shares; 2024Q4: 86,598 shares; 2025Q1: 91,211 shares; 2025Q2: 95,805 shares; 2025Q3: 106,514 shares; 2025Q4: 118,535 shares; 2026Q1: 123,709 shares; 2026Q2: 135,352 shares 135,352 $10.7M 1.9% +11,643 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: 130,337 shares; 2024Q4: 139,026 shares; 2025Q1: 148,527 shares; 2025Q2: 156,845 shares; 2025Q3: 174,512 shares; 2025Q4: 192,768 shares; 2026Q1: 197,082 shares; 2026Q2: 220,323 shares 220,323 $10.7M 1.9% +23,241 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,700 shares; 2024Q4: 316,857 shares; 2025Q1: 318,877 shares; 2025Q2: 309,613 shares; 2025Q3: 306,342 shares; 2025Q4: 303,533 shares; 2026Q1: 296,298 shares; 2026Q2: 293,457 shares 293,457 $8.11M 1.44% -2,841 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 86,701 shares; 2025Q1: 94,592 shares; 2025Q2: 103,871 shares; 2025Q3: 117,771 shares; 2025Q4: 131,653 shares; 2026Q1: 139,804 shares; 2026Q2: 151,087 shares 151,087 $7.67M 1.37% +11,283 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: 14,083 shares; 2024Q4: 15,193 shares; 2025Q1: 15,386 shares; 2025Q2: 20,153 shares; 2025Q3: 19,128 shares; 2025Q4: 19,652 shares; 2026Q1: 22,687 shares; 2026Q2: 26,447 shares 26,447 $3.3M 0.59% +3,760 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: not reported; 2024Q4: 3,774 shares; 2025Q1: not reported; 2025Q2: 6,853 shares; 2025Q3: 7,222 shares; 2025Q4: 1,249 shares; 2026Q1: not reported; 2026Q2: 9,383 shares 9,383 $2.87M 0.51% new 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: 21,831 shares; 2024Q4: 23,053 shares; 2025Q1: 22,207 shares; 2025Q2: 21,837 shares; 2025Q3: 20,726 shares; 2025Q4: 21,475 shares; 2026Q1: 25,000 shares; 2026Q2: 29,770 shares 29,770 $2.87M 0.51% +4,770 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,397 shares; 2024Q4: 37,230 shares; 2025Q1: 35,934 shares; 2025Q2: 37,579 shares; 2025Q3: 35,391 shares; 2025Q4: 37,547 shares; 2026Q1: 39,853 shares; 2026Q2: 43,755 shares 43,755 $2.58M 0.46% +3,902 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,312 shares; 2024Q4: 25,102 shares; 2025Q1: 24,202 shares; 2025Q2: 25,311 shares; 2025Q3: 21,565 shares; 2025Q4: 19,452 shares; 2026Q1: 18,390 shares; 2026Q2: 23,442 shares 23,442 $1.86M 0.33% +5,052 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: 16,301 shares; 2025Q1: 10,964 shares; 2025Q2: 15,466 shares; 2025Q3: 15,448 shares; 2025Q4: 17,042 shares; 2026Q1: 29,726 shares; 2026Q2: 43,086 shares 43,086 $1.78M 0.32% +13,360 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: 56,379 shares; 2024Q4: 45,513 shares; 2025Q1: 45,335 shares; 2025Q2: 45,224 shares; 2025Q3: 43,906 shares; 2025Q4: 43,787 shares; 2026Q1: 42,562 shares; 2026Q2: 42,332 shares 42,332 $1.75M 0.31% -230 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: 2,532 shares; 2024Q4: 2,506 shares; 2025Q1: 2,536 shares; 2025Q2: 2,498 shares; 2025Q3: 2,494 shares; 2025Q4: 2,489 shares; 2026Q1: 2,625 shares; 2026Q2: 2,315 shares 2,315 $1.7M 0.3% -310 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: 13,464 shares; 2024Q4: 41,363 shares; 2025Q1: 41,324 shares; 2025Q2: 41,501 shares; 2025Q3: 40,238 shares; 2025Q4: 39,806 shares; 2026Q1: 56,003 shares; 2026Q2: 56,167 shares 56,167 $1.65M 0.29% +164 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: 8,845 shares; 2024Q4: 10,681 shares; 2025Q1: 12,648 shares; 2025Q2: 14,601 shares; 2025Q3: 15,565 shares; 2025Q4: 15,842 shares; 2026Q1: 16,366 shares; 2026Q2: 16,549 shares 16,549 $1.48M 0.26% +183 Timeline BIL 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: 100,564 shares; 2024Q4: 44,869 shares; 2025Q1: 47,723 shares; 2025Q2: 46,103 shares; 2025Q3: 25,879 shares; 2025Q4: 12,044 shares; 2026Q1: 18,357 shares; 2026Q2: 15,703 shares 15,703 $1.44M 0.26% -2,654 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,060 shares; 2026Q2: 7,779 shares 7,779 $1.28M 0.23% +3,719 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,467 shares; 2024Q4: 22,865 shares; 2025Q1: 23,192 shares; 2025Q2: 24,380 shares; 2025Q3: 22,796 shares; 2025Q4: 23,251 shares; 2026Q1: 24,298 shares; 2026Q2: 27,194 shares 27,194 $1.27M 0.23% +2,896 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: 2,640 shares; 2024Q4: 2,572 shares; 2025Q1: 2,779 shares; 2025Q2: 2,966 shares; 2025Q3: 3,034 shares; 2025Q4: 3,058 shares; 2026Q1: 3,297 shares; 2026Q2: 3,646 shares 3,646 $1.05M 0.19% +349 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: 35,156 shares; 2024Q4: 33,188 shares; 2025Q1: 32,590 shares; 2025Q2: 31,062 shares; 2025Q3: 33,315 shares; 2025Q4: 31,057 shares; 2026Q1: 31,066 shares; 2026Q2: 26,472 shares 26,472 $975K 0.17% -4,594 Timeline SPIP 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: 28,941 shares; 2024Q4: 33,231 shares; 2025Q1: 33,392 shares; 2025Q2: 39,416 shares; 2025Q3: 38,421 shares; 2025Q4: 44,103 shares; 2026Q1: 41,156 shares; 2026Q2: 37,849 shares 37,849 $972K 0.17% -3,307 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: 9,539 shares; 2025Q1: 9,474 shares; 2025Q2: 13,132 shares; 2025Q3: 14,687 shares; 2025Q4: 14,242 shares; 2026Q1: 15,417 shares; 2026Q2: 19,073 shares 19,073 $911K 0.16% +3,656 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,359 shares 5,359 $841K 0.15% new 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: 1,270 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares; 2026Q1: 1,984 shares; 2026Q2: 2,213 shares 2,213 $819K 0.15% +229 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: 3,618 shares; 2024Q4: 3,597 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,599 shares; 2025Q4: 3,498 shares; 2026Q1: 3,471 shares; 2026Q2: 3,424 shares 3,424 $810K 0.14% -47 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: 14,237 shares; 2024Q4: 13,807 shares; 2025Q1: 14,129 shares; 2025Q2: 14,662 shares; 2025Q3: 15,650 shares; 2025Q4: 16,763 shares; 2026Q1: 23,392 shares; 2026Q2: 24,367 shares 24,367 $706K 0.13% +975 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,202 shares; 2024Q4: 6,670 shares; 2025Q1: 6,635 shares; 2025Q2: 7,469 shares; 2025Q3: 7,191 shares; 2025Q4: 7,759 shares; 2026Q1: 8,191 shares; 2026Q2: 9,509 shares 9,509 $619K 0.11% +1,318 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,532 shares; 2024Q4: 15,775 shares; 2025Q1: 15,576 shares; 2025Q2: 15,817 shares; 2025Q3: 16,067 shares; 2025Q4: 16,318 shares; 2026Q1: 16,545 shares; 2026Q2: 16,730 shares 16,730 $615K 0.11% +185 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: 10,082 shares; 2026Q2: 10,719 shares 10,719 $574K 0.1% +637 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: 417 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 669 shares; 2025Q3: 611 shares; 2025Q4: 695 shares; 2026Q1: 735 shares; 2026Q2: 647 shares 647 $485K 0.09% -88 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 1,460 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,470 shares; 2026Q2: 2,197 shares 2,197 $482K 0.09% -273 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,483 shares 4,483 $451K 0.08% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501 shares; 2024Q4: 527 shares; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 584 shares; 2026Q1: 652 shares; 2026Q2: 647 shares 647 $444K 0.08% -5 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: 4,753 shares; 2024Q4: 15,174 shares; 2025Q1: 15,174 shares; 2025Q2: 16,564 shares; 2025Q3: 15,165 shares; 2025Q4: 14,760 shares; 2026Q1: 14,714 shares; 2026Q2: 13,930 shares 13,930 $442K 0.08% -784 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,273 shares; 2025Q3: 9,226 shares; 2025Q4: 9,225 shares; 2026Q1: 9,210 shares; 2026Q2: 9,208 shares 9,208 $386K 0.07% -2 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: 50,233 shares; 2024Q4: 31,010 shares; 2025Q1: 31,029 shares; 2025Q2: 28,996 shares; 2025Q3: 28,754 shares; 2025Q4: 28,501 shares; 2026Q1: 28,403 shares; 2026Q2: 16,480 shares 16,480 $381K 0.07% -11,923 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: 1,196 shares; 2024Q4: 1,111 shares; 2025Q1: 1,511 shares; 2025Q2: 1,544 shares; 2025Q3: 1,516 shares; 2025Q4: 1,770 shares; 2026Q1: 1,950 shares; 2026Q2: 1,540 shares 1,540 $367K 0.07% -410 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,138 shares; 2025Q4: not reported; 2026Q1: 2,920 shares; 2026Q2: 3,115 shares 3,115 $365K 0.06% +195 Timeline PGF 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: 16,796 shares; 2024Q4: 16,796 shares; 2025Q1: 16,796 shares; 2025Q2: 14,572 shares; 2025Q3: 24,821 shares; 2025Q4: 23,180 shares; 2026Q1: 25,982 shares; 2026Q2: 26,014 shares 26,014 $357K 0.06% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,552 shares; 2025Q4: 5,595 shares; 2026Q1: 4,178 shares; 2026Q2: 4,156 shares 4,156 $341K 0.06% -22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,293 shares; 2026Q2: 3,329 shares 3,329 $330K 0.06% +1,036 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,370 shares; 2024Q4: 7,370 shares; 2025Q1: 7,370 shares; 2025Q2: 7,370 shares; 2025Q3: 6,840 shares; 2025Q4: 6,597 shares; 2026Q1: 6,597 shares; 2026Q2: 6,597 shares 6,597 $329K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,670 shares; 2025Q3: 2,670 shares; 2025Q4: 3,067 shares; 2026Q1: 3,067 shares; 2026Q2: 3,067 shares 3,067 $316K 0.06% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,824 shares; 2024Q4: 6,824 shares; 2025Q1: 6,824 shares; 2025Q2: 6,824 shares; 2025Q3: 6,824 shares; 2025Q4: 7,943 shares; 2026Q1: 6,824 shares; 2026Q2: 6,824 shares 6,824 $303K 0.05% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,805 shares; 2026Q1: not reported; 2026Q2: 5,921 shares 5,921 $300K 0.05% new Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,163 shares 6,163 $298K 0.05% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,054 shares; 2024Q4: 3,040 shares; 2025Q1: 3,133 shares; 2025Q2: 2,897 shares; 2025Q3: 2,890 shares; 2025Q4: 2,883 shares; 2026Q1: 1,598 shares; 2026Q2: 1,349 shares 1,349 $294K 0.05% -249 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,964 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,955 shares; 2026Q1: not reported; 2026Q2: 12,841 shares 12,841 $293K 0.05% new 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: 391 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 397 shares; 2026Q2: 389 shares 389 $290K 0.05% -8 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,796 shares; 2025Q4: 5,023 shares; 2026Q1: 5,023 shares; 2026Q2: 5,023 shares 5,023 $282K 0.05% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,118 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 1,931 shares; 2026Q1: 1,860 shares; 2026Q2: 1,780 shares 1,780 $281K 0.05% -80 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,503 shares 2,503 $266K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,002 shares; 2026Q1: 1,046 shares; 2026Q2: 1,045 shares 1,045 $265K 0.05% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,966 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares; 2026Q1: 4,886 shares; 2026Q2: 4,886 shares 4,886 $264K 0.05% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,734 shares; 2024Q4: 3,538 shares; 2025Q1: 3,538 shares; 2025Q2: 3,538 shares; 2025Q3: 3,534 shares; 2025Q4: 3,534 shares; 2026Q1: 3,534 shares; 2026Q2: 3,532 shares 3,532 $260K 0.05% -2 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: 626 shares; 2025Q4: 652 shares; 2026Q1: 718 shares; 2026Q2: 688 shares 688 $260K 0.05% -30 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES 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: 3,145 shares 3,145 $255K 0.05% new 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: 2,733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,061 shares; 2025Q4: 7,061 shares; 2026Q1: 7,061 shares; 2026Q2: 7,060 shares 7,060 $246K 0.04% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,503 shares; 2026Q2: 1,205 shares 1,205 $241K 0.04% -298 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,039 shares; 2024Q4: 8,950 shares; 2025Q1: 8,704 shares; 2025Q2: 7,692 shares; 2025Q3: 6,595 shares; 2025Q4: 5,975 shares; 2026Q1: 5,961 shares; 2026Q2: 4,409 shares 4,409 $223K 0.04% -1,552 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,414 shares; 2025Q2: 11,185 shares; 2025Q3: 11,149 shares; 2025Q4: 9,361 shares; 2026Q1: 9,761 shares; 2026Q2: 9,727 shares 9,727 $221K 0.04% -34 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 1,615 shares; 2025Q4: 1,617 shares; 2026Q1: 1,619 shares; 2026Q2: 1,294 shares 1,294 $218K 0.04% -325 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT 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: 15,601 shares 15,601 $208K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,387 shares; 2026Q1: 9,284 shares; 2026Q2: 7,370 shares 7,370 $204K 0.04% -1,914 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 406 shares 406 $201K 0.04% new Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,203 shares 10,203 $108K 0.02% new Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN 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: 16,732 shares 16,732 $79.1K 0.01% new Timeline MVO MV OIL TR More: the full row for MV OIL 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: 11,981 shares 11,981 $21.2K <0.01% new Timeline