IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,199,056 shares; 2024Q4: 1,214,275 shares; 2025Q1: 1,230,689 shares; 2025Q2: 1,162,445 shares; 2025Q3: 1,139,147 shares; 2025Q4: 1,140,376 shares; 2026Q1: 1,131,756 shares; 2026Q2: 1,048,475 shares 1,048,475 $80.8M 12.7% -83,281 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: 455,484 shares; 2024Q4: 1,391,443 shares; 2025Q1: 1,426,942 shares; 2025Q2: 1,450,178 shares; 2025Q3: 1,444,754 shares; 2025Q4: 1,479,354 shares; 2026Q1: 1,500,003 shares; 2026Q2: 1,530,215 shares 1,530,215 $47.6M 7.47% +30,212 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: 96,986 shares; 2024Q4: 109,815 shares; 2025Q1: 111,665 shares; 2025Q2: 111,088 shares; 2025Q3: 112,214 shares; 2025Q4: 114,798 shares; 2026Q1: 93,285 shares; 2026Q2: 125,610 shares 125,610 $46.5M 7.3% +32,325 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: 7,785 shares; 2024Q4: 8,412 shares; 2025Q1: 932,209 shares; 2025Q2: 940,232 shares; 2025Q3: 918,611 shares; 2025Q4: 930,282 shares; 2026Q1: 1,000,413 shares; 2026Q2: 923,750 shares 923,750 $41M 6.44% -76,663 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: 481,474 shares; 2024Q4: 492,523 shares; 2025Q1: 506,506 shares; 2025Q2: 578,366 shares; 2025Q3: 604,231 shares; 2025Q4: 681,588 shares; 2026Q1: 717,241 shares; 2026Q2: 791,967 shares 791,967 $39.8M 6.25% +74,726 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: 77,686 shares; 2025Q3: 105,876 shares; 2025Q4: 154,165 shares; 2026Q1: 415,043 shares; 2026Q2: 348,375 shares 348,375 $35.1M 5.51% -66,668 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,153 shares; 2025Q1: 77,259 shares; 2025Q2: 83,641 shares; 2025Q3: 93,438 shares; 2025Q4: 115,596 shares; 2026Q1: 380,816 shares; 2026Q2: 438,604 shares 438,604 $33.9M 5.32% +57,788 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: 482,963 shares; 2024Q4: 492,644 shares; 2025Q1: 477,712 shares; 2025Q2: 477,262 shares; 2025Q3: 474,628 shares; 2025Q4: 466,879 shares; 2026Q1: 461,115 shares; 2026Q2: 389,761 shares 389,761 $32.6M 5.13% -71,354 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: 252,265 shares; 2024Q4: 266,842 shares; 2025Q1: 248,477 shares; 2025Q2: 283,396 shares; 2025Q3: 296,865 shares; 2025Q4: 316,607 shares; 2026Q1: 328,487 shares; 2026Q2: 356,067 shares 356,067 $30.4M 4.78% +27,580 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: 260,921 shares; 2024Q4: 276,404 shares; 2025Q1: 364,595 shares; 2025Q2: 367,762 shares; 2025Q3: 371,738 shares; 2025Q4: 302,157 shares; 2026Q1: 306,891 shares; 2026Q2: 325,334 shares 325,334 $25.7M 4.04% +18,443 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: 38,245 shares; 2024Q4: 39,320 shares; 2025Q1: 42,047 shares; 2025Q2: 42,821 shares; 2025Q3: 42,828 shares; 2025Q4: 44,376 shares; 2026Q1: 46,248 shares; 2026Q2: 285,014 shares 285,014 $24.6M 3.86% +238,766 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: 136,114 shares; 2024Q4: 197,443 shares; 2025Q1: 481,154 shares; 2025Q2: 492,894 shares; 2025Q3: 494,799 shares; 2025Q4: 505,008 shares; 2026Q1: 505,934 shares; 2026Q2: 503,491 shares 503,491 $20.5M 3.21% -2,443 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,416 shares; 2024Q4: 252,188 shares; 2025Q1: 263,093 shares; 2025Q2: 252,446 shares; 2025Q3: 253,270 shares; 2025Q4: 252,408 shares; 2026Q1: 212,540 shares; 2026Q2: 223,547 shares 223,547 $16.9M 2.65% +11,007 Timeline ORR 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 447,133 shares 447,133 $16.2M 2.55% new 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: 13,875 shares; 2024Q4: 13,795 shares; 2025Q1: 13,795 shares; 2025Q2: 13,795 shares; 2025Q3: 13,788 shares; 2025Q4: 13,831 shares; 2026Q1: 13,788 shares; 2026Q2: 13,559 shares 13,559 $15.7M 2.46% -229 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,079 shares; 2024Q4: 196,284 shares; 2025Q1: 187,847 shares; 2025Q2: 109,919 shares; 2025Q3: 105,677 shares; 2025Q4: 108,689 shares; 2026Q1: 112,382 shares; 2026Q2: 103,476 shares 103,476 $11.1M 1.75% -8,906 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: 39,728 shares; 2024Q4: 39,524 shares; 2025Q1: 38,480 shares; 2025Q2: 37,979 shares; 2025Q3: 37,719 shares; 2025Q4: 37,702 shares; 2026Q1: 37,404 shares; 2026Q2: 36,714 shares 36,714 $5.76M 0.91% -690 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: 324,576 shares; 2024Q4: 270,968 shares; 2025Q1: 238,162 shares; 2025Q2: 148,787 shares; 2025Q3: 116,490 shares; 2025Q4: 117,999 shares; 2026Q1: 120,502 shares; 2026Q2: 107,676 shares 107,676 $5.45M 0.86% -12,826 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: 20,791 shares; 2024Q4: 21,014 shares; 2025Q1: 20,675 shares; 2025Q2: 20,592 shares; 2025Q3: 20,615 shares; 2025Q4: 21,461 shares; 2026Q1: 21,992 shares; 2026Q2: 22,467 shares 22,467 $5.35M 0.84% +475 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,715 shares; 2024Q4: 12,681 shares; 2025Q1: 12,447 shares; 2025Q2: 13,032 shares; 2025Q3: 14,623 shares; 2025Q4: 14,186 shares; 2026Q1: 14,365 shares; 2026Q2: 14,298 shares 14,298 $5.33M 0.84% -67 Timeline FNDB 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: 62,140 shares; 2024Q4: 184,958 shares; 2025Q1: 182,895 shares; 2025Q2: 179,405 shares; 2025Q3: 177,513 shares; 2025Q4: 176,376 shares; 2026Q1: 175,333 shares; 2026Q2: 175,050 shares 175,050 $5.33M 0.84% -283 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,494 shares; 2024Q4: 245,618 shares; 2025Q1: 292,858 shares; 2025Q2: 131,576 shares; 2025Q3: 79,312 shares; 2025Q4: 97,708 shares; 2026Q1: 151,163 shares; 2026Q2: 107,688 shares 107,688 $4.97M 0.78% -43,475 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,362 shares; 2024Q4: 113,063 shares; 2025Q1: 114,964 shares; 2025Q2: 114,540 shares; 2025Q3: 114,688 shares; 2025Q4: 115,845 shares; 2026Q1: 115,810 shares; 2026Q2: 114,471 shares 114,471 $4.85M 0.76% -1,339 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: 44,010 shares; 2024Q4: 48,703 shares; 2025Q1: 47,906 shares; 2025Q2: 47,704 shares; 2025Q3: 47,700 shares; 2025Q4: 46,605 shares; 2026Q1: 47,173 shares; 2026Q2: 44,886 shares 44,886 $4.28M 0.67% -2,287 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: 11,176 shares; 2024Q4: 10,893 shares; 2025Q1: 10,386 shares; 2025Q2: 10,363 shares; 2025Q3: 10,761 shares; 2025Q4: 10,921 shares; 2026Q1: 11,667 shares; 2026Q2: 11,949 shares 11,949 $3.46M 0.54% +282 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: 36,390 shares; 2024Q4: 35,879 shares; 2025Q1: 35,175 shares; 2025Q2: 34,094 shares; 2025Q3: 33,105 shares; 2025Q4: 32,493 shares; 2026Q1: 31,663 shares; 2026Q2: 30,945 shares 30,945 $3.41M 0.54% -718 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: 6,199 shares; 2024Q4: 6,138 shares; 2025Q1: 5,898 shares; 2025Q2: 5,916 shares; 2025Q3: 6,082 shares; 2025Q4: 6,256 shares; 2026Q1: 6,277 shares; 2026Q2: 6,425 shares 6,425 $3.22M 0.5% +148 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,365 shares; 2026Q1: 3,019 shares; 2026Q2: 3,018 shares 3,018 $3.21M 0.5% -1 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: 8,235 shares; 2024Q4: 8,425 shares; 2025Q1: 8,410 shares; 2025Q2: 8,577 shares; 2025Q3: 8,454 shares; 2025Q4: 8,231 shares; 2026Q1: 7,857 shares; 2026Q2: 7,684 shares 7,684 $2.75M 0.43% -173 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: 3,108 shares; 2024Q4: 3,042 shares; 2025Q1: 2,729 shares; 2025Q2: 2,689 shares; 2025Q3: 3,021 shares; 2025Q4: 3,016 shares; 2026Q1: 2,920 shares; 2026Q2: 2,431 shares 2,431 $2.27M 0.36% -489 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: 10,491 shares; 2024Q4: 10,553 shares; 2025Q1: 10,440 shares; 2025Q2: 10,238 shares; 2025Q3: 10,161 shares; 2025Q4: 9,843 shares; 2026Q1: 9,612 shares; 2026Q2: 9,610 shares 9,610 $2.09M 0.33% -2 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: 3,360 shares; 2024Q4: 3,410 shares; 2025Q1: 3,434 shares; 2025Q2: 3,388 shares; 2025Q3: 3,310 shares; 2025Q4: 3,326 shares; 2026Q1: 3,192 shares; 2026Q2: 2,964 shares 2,964 $2.04M 0.32% -228 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,208 shares; 2024Q4: 15,238 shares; 2025Q1: 17,347 shares; 2025Q2: 15,673 shares; 2025Q3: 15,562 shares; 2025Q4: 13,733 shares; 2026Q1: 13,968 shares; 2026Q2: 14,034 shares 14,034 $1.86M 0.29% +66 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,816 shares; 2024Q4: 48,367 shares; 2025Q1: 48,453 shares; 2025Q2: 44,737 shares; 2025Q3: 45,028 shares; 2025Q4: 41,771 shares; 2026Q1: 42,389 shares; 2026Q2: 38,808 shares 38,808 $1.69M 0.26% -3,581 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: 2,030 shares; 2024Q4: 1,993 shares; 2025Q1: 1,952 shares; 2025Q2: 1,978 shares; 2025Q3: 1,927 shares; 2025Q4: 1,918 shares; 2026Q1: 2,029 shares; 2026Q2: 2,193 shares 2,193 $1.64M 0.26% +164 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: 6,020 shares; 2024Q4: 7,836 shares; 2025Q1: 8,211 shares; 2025Q2: 8,025 shares; 2025Q3: 8,147 shares; 2025Q4: 7,947 shares; 2026Q1: 8,015 shares; 2026Q2: 7,802 shares 7,802 $1.56M 0.25% -213 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,225 shares; 2024Q4: 2,620 shares; 2025Q1: 2,220 shares; 2025Q2: 2,212 shares; 2025Q3: 2,227 shares; 2025Q4: 2,210 shares; 2026Q1: 2,069 shares; 2026Q2: 2,008 shares 2,008 $1.5M 0.24% -61 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: 5,070 shares; 2024Q4: 5,085 shares; 2025Q1: 4,767 shares; 2025Q2: 4,702 shares; 2025Q3: 4,695 shares; 2025Q4: 4,827 shares; 2026Q1: 4,677 shares; 2026Q2: 4,393 shares 4,393 $1.44M 0.23% -284 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: 22,415 shares; 2024Q4: 22,497 shares; 2025Q1: 25,530 shares; 2025Q2: 25,102 shares; 2025Q3: 23,855 shares; 2025Q4: 23,276 shares; 2026Q1: 21,591 shares; 2026Q2: 19,781 shares 19,781 $1.41M 0.22% -1,810 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,438 shares; 2024Q4: 2,528 shares; 2025Q1: 2,396 shares; 2025Q2: 2,447 shares; 2025Q3: 2,455 shares; 2025Q4: 2,601 shares; 2026Q1: 2,470 shares; 2026Q2: 2,487 shares 2,487 $1.4M 0.22% +17 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: 1,590 shares; 2025Q2: 2,089 shares; 2025Q3: 2,486 shares; 2025Q4: 2,680 shares; 2026Q1: 2,397 shares; 2026Q2: 1,934 shares 1,934 $1.4M 0.22% -463 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: 5,548 shares; 2024Q4: 5,539 shares; 2025Q1: 5,563 shares; 2025Q2: 5,701 shares; 2025Q3: 5,732 shares; 2025Q4: 5,740 shares; 2026Q1: 5,738 shares; 2026Q2: 5,743 shares 5,743 $1.36M 0.21% +5 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: 309,328 shares; 2024Q4: 320,719 shares; 2025Q1: 268,223 shares; 2025Q2: 275,245 shares; 2025Q3: 278,850 shares; 2025Q4: 281,885 shares; 2026Q1: 25,868 shares; 2026Q2: 17,800 shares 17,800 $1.31M 0.21% -8,068 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: 9,679 shares; 2024Q4: 9,861 shares; 2025Q1: 9,777 shares; 2025Q2: 9,888 shares; 2025Q3: 9,482 shares; 2025Q4: 9,421 shares; 2026Q1: 9,422 shares; 2026Q2: 9,236 shares 9,236 $1.26M 0.2% -186 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: 3,402 shares; 2024Q4: 3,382 shares; 2025Q1: 3,376 shares; 2025Q2: 3,397 shares; 2025Q3: 3,427 shares; 2025Q4: 3,379 shares; 2026Q1: 3,383 shares; 2026Q2: 3,345 shares 3,345 $1.18M 0.19% -38 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: 2,385 shares; 2024Q4: 2,263 shares; 2025Q1: 2,230 shares; 2025Q2: 2,219 shares; 2025Q3: 2,208 shares; 2025Q4: 2,192 shares; 2026Q1: 2,188 shares; 2026Q2: 8,751 shares 8,751 $1.09M 0.17% +6,563 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,838 shares; 2024Q4: 4,938 shares; 2025Q1: 4,673 shares; 2025Q2: 4,789 shares; 2025Q3: 5,022 shares; 2025Q4: 5,415 shares; 2026Q1: 5,748 shares; 2026Q2: 5,695 shares 5,695 $1.03M 0.16% -53 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: 3,096 shares; 2024Q4: 3,099 shares; 2025Q1: 2,759 shares; 2025Q2: 2,805 shares; 2025Q3: 2,857 shares; 2025Q4: 2,910 shares; 2026Q1: 2,857 shares; 2026Q2: 2,884 shares 2,884 $990K 0.16% +27 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: 2,551 shares; 2024Q4: 2,589 shares; 2025Q1: 2,505 shares; 2025Q2: 2,369 shares; 2025Q3: 2,603 shares; 2025Q4: 2,624 shares; 2026Q1: 2,586 shares; 2026Q2: 2,617 shares 2,617 $989K 0.16% +31 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228 shares; 2024Q4: 222 shares; 2025Q1: 184 shares; 2025Q2: 187 shares; 2025Q3: 196 shares; 2025Q4: 202 shares; 2026Q1: 204 shares; 2026Q2: 5,485 shares 5,485 $978K 0.15% +5,281 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: 8,281 shares; 2024Q4: 10,193 shares; 2025Q1: 8,567 shares; 2025Q2: 9,010 shares; 2025Q3: 9,535 shares; 2025Q4: 9,941 shares; 2026Q1: 10,074 shares; 2026Q2: 10,109 shares 10,109 $933K 0.15% +35 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,633 shares; 2024Q4: 4,548 shares; 2025Q1: 4,665 shares; 2025Q2: 4,499 shares; 2025Q3: 4,300 shares; 2025Q4: 4,107 shares; 2026Q1: 4,078 shares; 2026Q2: 3,759 shares 3,759 $926K 0.15% -319 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,671 shares; 2024Q4: 48,994 shares; 2025Q1: 49,880 shares; 2025Q2: 46,170 shares; 2025Q3: 47,090 shares; 2025Q4: 44,133 shares; 2026Q1: 43,570 shares; 2026Q2: 36,343 shares 36,343 $908K 0.14% -7,227 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: 1,995 shares; 2024Q4: 1,930 shares; 2025Q1: 1,559 shares; 2025Q2: 1,611 shares; 2025Q3: 1,652 shares; 2025Q4: 1,796 shares; 2026Q1: 1,864 shares; 2026Q2: 1,826 shares 1,826 $872K 0.14% -38 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: 4,865 shares; 2024Q4: 4,995 shares; 2025Q1: 4,685 shares; 2025Q2: 4,548 shares; 2025Q3: 4,533 shares; 2025Q4: 4,616 shares; 2026Q1: 4,561 shares; 2026Q2: 4,528 shares 4,528 $852K 0.13% -33 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,205 shares; 2024Q4: 4,282 shares; 2025Q1: 4,453 shares; 2025Q2: 4,528 shares; 2025Q3: 4,766 shares; 2025Q4: 5,173 shares; 2026Q1: 4,602 shares; 2026Q2: 4,626 shares 4,626 $725K 0.11% +24 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: 4,949 shares; 2024Q4: 4,910 shares; 2025Q1: 4,250 shares; 2025Q2: 4,215 shares; 2025Q3: 4,151 shares; 2025Q4: 4,194 shares; 2026Q1: 4,210 shares; 2026Q2: 4,829 shares 4,829 $716K 0.11% +619 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,715 shares; 2024Q4: 4,765 shares; 2025Q1: 4,982 shares; 2025Q2: 5,094 shares; 2025Q3: 5,192 shares; 2025Q4: 5,355 shares; 2026Q1: 5,074 shares; 2026Q2: 4,782 shares 4,782 $691K 0.11% -292 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,748 shares; 2024Q4: 18,869 shares; 2025Q1: 18,787 shares; 2025Q2: 17,247 shares; 2025Q3: 17,659 shares; 2025Q4: 15,942 shares; 2026Q1: 16,043 shares; 2026Q2: 14,080 shares 14,080 $668K 0.1% -1,963 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: 2,268 shares; 2024Q4: 2,140 shares; 2025Q1: 2,119 shares; 2025Q2: 2,057 shares; 2025Q3: 1,987 shares; 2025Q4: 2,036 shares; 2026Q1: 2,097 shares; 2026Q2: 1,575 shares 1,575 $662K 0.1% -522 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: 10,668 shares; 2024Q4: 10,803 shares; 2025Q1: 10,652 shares; 2025Q2: 9,797 shares; 2025Q3: 9,707 shares; 2025Q4: 8,216 shares; 2026Q1: 8,232 shares; 2026Q2: 7,715 shares 7,715 $653K 0.1% -517 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,272 shares; 2024Q4: 1,333 shares; 2025Q1: 1,400 shares; 2025Q2: 1,487 shares; 2025Q3: 1,593 shares; 2025Q4: 1,756 shares; 2026Q1: 1,692 shares; 2026Q2: 1,590 shares 1,590 $631K 0.1% -102 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: 2,379 shares; 2024Q4: 2,328 shares; 2025Q1: 2,321 shares; 2025Q2: 2,340 shares; 2025Q3: 2,274 shares; 2025Q4: 2,256 shares; 2026Q1: 2,041 shares; 2026Q2: 7,542 shares 7,542 $608K 0.1% +5,501 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,874 shares; 2024Q4: 3,931 shares; 2025Q1: 4,692 shares; 2025Q2: 5,071 shares; 2025Q3: 5,321 shares; 2025Q4: 5,660 shares; 2026Q1: 5,513 shares; 2026Q2: 5,653 shares 5,653 $588K 0.09% +140 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,386 shares; 2024Q4: 1,330 shares; 2025Q1: 1,787 shares; 2025Q2: 1,957 shares; 2025Q3: 2,598 shares; 2025Q4: 2,717 shares; 2026Q1: 3,184 shares; 2026Q2: 3,868 shares 3,868 $585K 0.09% +684 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,026 shares; 2024Q4: 1,061 shares; 2025Q1: 1,185 shares; 2025Q2: 1,267 shares; 2025Q3: 1,359 shares; 2025Q4: 1,433 shares; 2026Q1: 1,463 shares; 2026Q2: 1,474 shares 1,474 $570K 0.09% +11 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: 1,126 shares; 2024Q4: 1,126 shares; 2025Q1: 1,153 shares; 2025Q2: 1,223 shares; 2025Q3: 1,335 shares; 2025Q4: 1,440 shares; 2026Q1: 1,444 shares; 2026Q2: 1,480 shares 1,480 $524K 0.08% +36 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: 368 shares; 2024Q4: 368 shares; 2025Q1: 358 shares; 2025Q2: 352 shares; 2025Q3: 347 shares; 2025Q4: 355 shares; 2026Q1: 396 shares; 2026Q2: 429 shares 429 $514K 0.08% +33 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,393 shares; 2024Q4: 2,236 shares; 2025Q1: 2,214 shares; 2025Q2: 2,217 shares; 2025Q3: 2,291 shares; 2025Q4: 2,292 shares; 2026Q1: 2,292 shares; 2026Q2: 2,250 shares 2,250 $487K 0.08% -42 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,549 shares; 2026Q1: 5,632 shares; 2026Q2: 5,840 shares 5,840 $478K 0.08% +208 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: 3,526 shares; 2024Q4: 3,629 shares; 2025Q1: 3,261 shares; 2025Q2: 3,134 shares; 2025Q3: 3,082 shares; 2025Q4: 3,385 shares; 2026Q1: 2,913 shares; 2026Q2: 2,897 shares 2,897 $476K 0.07% -16 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,105 shares; 2026Q2: 1,095 shares 1,095 $474K 0.07% -10 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: 2,472 shares; 2024Q4: 2,489 shares; 2025Q1: 2,286 shares; 2025Q2: 2,055 shares; 2025Q3: 2,057 shares; 2025Q4: 2,043 shares; 2026Q1: 2,248 shares; 2026Q2: 1,873 shares 1,873 $471K 0.07% -375 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN 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: 3,782 shares 3,782 $466K 0.07% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 3,270 shares; 2025Q1: 3,292 shares; 2025Q2: 3,292 shares; 2025Q3: 3,246 shares; 2025Q4: 3,276 shares; 2026Q1: 3,276 shares; 2026Q2: 3,261 shares 3,261 $464K 0.07% -15 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,910 shares; 2024Q4: 5,032 shares; 2025Q1: 4,009 shares; 2025Q2: 4,083 shares; 2025Q3: 3,198 shares; 2025Q4: 3,272 shares; 2026Q1: 3,186 shares; 2026Q2: 3,066 shares 3,066 $449K 0.07% -120 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: not reported; 2024Q4: not reported; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,375 shares; 2026Q1: 5,375 shares; 2026Q2: 5,442 shares 5,442 $448K 0.07% +67 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: 173,475 shares; 2024Q4: 174,308 shares; 2025Q1: 176,384 shares; 2025Q2: 176,982 shares; 2025Q3: 178,606 shares; 2025Q4: 176,499 shares; 2026Q1: 169,816 shares; 2026Q2: 4,631 shares 4,631 $447K 0.07% -165,185 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: 6,142 shares; 2024Q4: 6,026 shares; 2025Q1: 6,452 shares; 2025Q2: 6,758 shares; 2025Q3: 7,136 shares; 2025Q4: 7,182 shares; 2026Q1: 5,763 shares; 2026Q2: 5,316 shares 5,316 $439K 0.07% -447 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: 3,343 shares; 2024Q4: 3,342 shares; 2025Q1: 3,142 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,164 shares; 2026Q1: 3,164 shares; 2026Q2: 3,160 shares 3,160 $435K 0.07% -4 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523 shares; 2024Q4: 539 shares; 2025Q1: 525 shares; 2025Q2: 549 shares; 2025Q3: 589 shares; 2025Q4: 612 shares; 2026Q1: 616 shares; 2026Q2: 575 shares 575 $434K 0.07% -41 Timeline HEI 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: 934 shares; 2024Q4: 944 shares; 2025Q1: 975 shares; 2025Q2: 1,000 shares; 2025Q3: 1,007 shares; 2025Q4: 1,047 shares; 2026Q1: 1,097 shares; 2026Q2: 1,088 shares 1,088 $388K 0.06% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,819 shares; 2026Q1: 3,014 shares; 2026Q2: 3,267 shares 3,267 $384K 0.06% +253 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,759 shares; 2024Q4: 7,531 shares; 2025Q1: 7,581 shares; 2025Q2: 7,556 shares; 2025Q3: 7,567 shares; 2025Q4: 7,537 shares; 2026Q1: 6,867 shares; 2026Q2: 6,932 shares 6,932 $383K 0.06% +65 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: 2,689 shares 2,689 $375K 0.06% new Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 6,518 shares; 2026Q1: 6,386 shares; 2026Q2: 6,239 shares 6,239 $375K 0.06% -147 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,452 shares; 2024Q4: 1,454 shares; 2025Q1: 1,339 shares; 2025Q2: 1,505 shares; 2025Q3: 1,756 shares; 2025Q4: 1,814 shares; 2026Q1: 1,973 shares; 2026Q2: 1,898 shares 1,898 $367K 0.06% -75 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: 3,306 shares; 2024Q4: 3,212 shares; 2025Q1: 2,840 shares; 2025Q2: 2,815 shares; 2025Q3: 3,259 shares; 2025Q4: 3,254 shares; 2026Q1: 3,168 shares; 2026Q2: 3,219 shares 3,219 $365K 0.06% +51 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 1,510 shares; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,438 shares; 2025Q4: 1,414 shares; 2026Q1: 1,413 shares; 2026Q2: 1,425 shares 1,425 $364K 0.06% +12 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: 1,605 shares; 2024Q4: 1,606 shares; 2025Q1: 1,592 shares; 2025Q2: 1,527 shares; 2025Q3: 1,630 shares; 2025Q4: 1,560 shares; 2026Q1: 1,362 shares; 2026Q2: 1,406 shares 1,406 $357K 0.06% +44 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: 776 shares; 2024Q4: 764 shares; 2025Q1: 714 shares; 2025Q2: 729 shares; 2025Q3: 716 shares; 2025Q4: 727 shares; 2026Q1: 702 shares; 2026Q2: 683 shares 683 $351K 0.06% -19 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC 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: 660 shares 660 $331K 0.05% new 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: 1,674 shares; 2024Q4: 1,853 shares; 2025Q1: 1,820 shares; 2025Q2: 1,703 shares; 2025Q3: 1,752 shares; 2025Q4: 1,742 shares; 2026Q1: 1,745 shares; 2026Q2: 1,743 shares 1,743 $331K 0.05% -2 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: 1,250 shares; 2025Q1: 1,271 shares; 2025Q2: 1,265 shares; 2025Q3: 1,275 shares; 2025Q4: 1,245 shares; 2026Q1: 1,236 shares; 2026Q2: 1,214 shares 1,214 $328K 0.05% -22 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,518 shares; 2024Q4: 3,585 shares; 2025Q1: 4,255 shares; 2025Q2: 4,861 shares; 2025Q3: 5,022 shares; 2025Q4: 5,140 shares; 2026Q1: 5,145 shares; 2026Q2: 4,167 shares 4,167 $326K 0.05% -978 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,311 shares; 2025Q3: 7,311 shares; 2025Q4: 8,463 shares; 2026Q1: 8,603 shares; 2026Q2: 8,609 shares 8,609 $317K 0.05% +6 Timeline AON AON PLC More: the full row for AON 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: 709 shares; 2026Q2: 934 shares 934 $310K 0.05% +225 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,686 shares; 2024Q4: 2,943 shares; 2025Q1: 3,123 shares; 2025Q2: 3,142 shares; 2025Q3: 3,324 shares; 2025Q4: 3,201 shares; 2026Q1: 3,135 shares; 2026Q2: 3,211 shares 3,211 $309K 0.05% +76 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: 1,828 shares; 2024Q4: 1,967 shares; 2025Q1: 1,812 shares; 2025Q2: 1,937 shares; 2025Q3: 1,898 shares; 2025Q4: 1,940 shares; 2026Q1: 1,968 shares; 2026Q2: 2,239 shares 2,239 $303K 0.05% +271 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 512 shares 512 $297K 0.05% new 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: 6,364 shares; 2024Q4: 6,465 shares; 2025Q1: 6,192 shares; 2025Q2: 6,169 shares; 2025Q3: 5,538 shares; 2025Q4: 5,593 shares; 2026Q1: 5,350 shares; 2026Q2: 5,450 shares 5,450 $294K 0.05% +100 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,926 shares; 2024Q4: 6,930 shares; 2025Q1: 5,624 shares; 2025Q2: 5,527 shares; 2025Q3: 5,504 shares; 2025Q4: 5,504 shares; 2026Q1: 4,602 shares; 2026Q2: 2,691 shares 2,691 $275K 0.04% -1,911 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: 178 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 180 shares; 2025Q3: 188 shares; 2025Q4: 193 shares; 2026Q1: 208 shares; 2026Q2: 199 shares 199 $265K 0.04% -9 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: 844 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares; 2026Q2: 971 shares 971 $264K 0.04% +133 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL 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: 642 shares 642 $262K 0.04% new 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: 4,057 shares; 2024Q4: not reported; 2025Q1: 7,799 shares; 2025Q2: 7,866 shares; 2025Q3: 8,761 shares; 2025Q4: 9,041 shares; 2026Q1: 8,591 shares; 2026Q2: 9,840 shares 9,840 $261K 0.04% +1,249 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 4,848 shares 4,848 $258K 0.04% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: 3,628 shares; 2025Q4: 3,775 shares; 2026Q1: 3,689 shares; 2026Q2: 3,494 shares 3,494 $255K 0.04% -195 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: 1,589 shares; 2026Q2: 1,736 shares 1,736 $254K 0.04% +147 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076 shares; 2024Q4: 1,059 shares; 2025Q1: 807 shares; 2025Q2: 814 shares; 2025Q3: 834 shares; 2025Q4: 845 shares; 2026Q1: 845 shares; 2026Q2: 885 shares 885 $250K 0.04% +40 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 892 shares; 2024Q4: 887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,173 shares; 2026Q1: 1,272 shares; 2026Q2: 1,314 shares 1,314 $250K 0.04% +42 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,536 shares; 2024Q4: 1,514 shares; 2025Q1: 1,500 shares; 2025Q2: 1,485 shares; 2025Q3: 1,437 shares; 2025Q4: 1,466 shares; 2026Q1: 1,485 shares; 2026Q2: 1,489 shares 1,489 $247K 0.04% +4 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,831 shares; 2025Q3: 1,975 shares; 2025Q4: 1,645 shares; 2026Q1: 1,657 shares; 2026Q2: 1,721 shares 1,721 $246K 0.04% +64 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 1,585 shares; 2025Q4: 1,585 shares; 2026Q1: 1,585 shares; 2026Q2: 1,585 shares 1,585 $235K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,857 shares; 2026Q2: 1,977 shares 1,977 $223K 0.04% +120 Timeline RVTY REVVITY INC More: the full row for REVVITY 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: 1,980 shares 1,980 $220K 0.03% new Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,213 shares 2,213 $216K 0.03% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 903 shares 903 $214K 0.03% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 1,206 shares 1,206 $213K 0.03% 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: 1,211 shares; 2026Q1: not reported; 2026Q2: 1,129 shares 1,129 $209K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 419 shares 419 $208K 0.03% new Timeline VCRM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,710 shares 2,710 $207K 0.03% new Timeline