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: not reported; 2025Q1: 2,094,830 shares; 2025Q2: 2,184,381 shares; 2025Q3: 2,186,062 shares; 2025Q4: 2,412,706 shares; 2026Q1: 2,509,620 shares; 2026Q2: 2,593,868 shares 2,593,868 $75.1M 21.4% +84,248 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: 744,292 shares; 2024Q4: 1,567,621 shares; 2025Q1: 1,630,614 shares; 2025Q2: 1,679,994 shares; 2025Q3: 1,682,351 shares; 2025Q4: 1,837,308 shares; 2026Q1: 1,941,538 shares; 2026Q2: 2,072,506 shares 2,072,506 $54.9M 15.64% +130,968 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337,708 shares; 2024Q4: 358,228 shares; 2025Q1: 390,534 shares; 2025Q2: 401,998 shares; 2025Q3: 402,313 shares; 2025Q4: 438,992 shares; 2026Q1: 468,039 shares; 2026Q2: 506,239 shares 506,239 $47.9M 13.63% +38,200 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: 541,117 shares; 2024Q4: 544,716 shares; 2025Q1: 609,025 shares; 2025Q2: 617,042 shares; 2025Q3: 620,084 shares; 2025Q4: 670,853 shares; 2026Q1: 756,251 shares; 2026Q2: 777,969 shares 777,969 $34.5M 9.83% +21,718 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: 127,982 shares; 2024Q4: 145,434 shares; 2025Q1: 147,729 shares; 2025Q2: 143,686 shares; 2025Q3: 143,610 shares; 2025Q4: 147,811 shares; 2026Q1: 155,652 shares; 2026Q2: 161,663 shares 161,663 $21.4M 6.09% +6,011 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: 43,023 shares; 2024Q4: 44,202 shares; 2025Q1: 44,636 shares; 2025Q2: 50,326 shares; 2025Q3: 50,321 shares; 2025Q4: 49,396 shares; 2026Q1: 50,429 shares; 2026Q2: 51,724 shares 51,724 $19.1M 5.45% +1,295 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: 350,065 shares; 2024Q4: 372,355 shares; 2025Q1: 408,592 shares; 2025Q2: 422,947 shares; 2025Q3: 424,558 shares; 2025Q4: 444,307 shares; 2026Q1: 476,904 shares; 2026Q2: 497,486 shares 497,486 $18.5M 5.28% +20,582 Timeline VSGX 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: 153,971 shares; 2024Q4: 182,799 shares; 2025Q1: 187,827 shares; 2025Q2: 190,339 shares; 2025Q3: 190,265 shares; 2025Q4: 191,546 shares; 2026Q1: 195,758 shares; 2026Q2: 200,730 shares 200,730 $16.5M 4.71% +4,972 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: 101,328 shares; 2024Q4: 111,892 shares; 2025Q1: 115,364 shares; 2025Q2: 111,941 shares; 2025Q3: 111,915 shares; 2025Q4: 114,461 shares; 2026Q1: 114,018 shares; 2026Q2: 118,423 shares 118,423 $8.44M 2.4% +4,405 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: 118,592 shares; 2024Q4: 124,074 shares; 2025Q1: 141,570 shares; 2025Q2: 149,539 shares; 2025Q3: 150,044 shares; 2025Q4: 157,246 shares; 2026Q1: 167,539 shares; 2026Q2: 165,470 shares 165,470 $6.72M 1.91% -2,069 Timeline PRXV PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,362 shares; 2025Q3: 118,378 shares; 2025Q4: 164,795 shares; 2026Q1: 169,436 shares; 2026Q2: 172,356 shares 172,356 $6M 1.71% +2,920 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,598 shares; 2025Q3: 102,332 shares; 2025Q4: 137,308 shares; 2026Q1: 145,219 shares; 2026Q2: 148,164 shares 148,164 $5.78M 1.65% +2,945 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658,203 shares; 2024Q4: 664,726 shares; 2025Q1: 63,030 shares; 2025Q2: 47,882 shares; 2025Q3: 47,882 shares; 2025Q4: 47,950 shares; 2026Q1: 47,420 shares; 2026Q2: 46,733 shares 46,733 $4.51M 1.28% -687 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,491 shares; 2024Q4: 4,628 shares; 2025Q1: 4,705 shares; 2025Q2: 4,904 shares; 2025Q3: 4,911 shares; 2025Q4: 4,379 shares; 2026Q1: 4,364 shares; 2026Q2: 5,031 shares 5,031 $3.46M 0.98% +667 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 9,702 shares; 2026Q1: 10,547 shares; 2026Q2: 10,532 shares 10,532 $3.01M 0.86% -15 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,545 shares; 2024Q4: 23,300 shares; 2025Q1: 22,481 shares; 2025Q2: 21,052 shares; 2025Q3: 21,047 shares; 2025Q4: 23,517 shares; 2026Q1: 23,057 shares; 2026Q2: 25,490 shares 25,490 $2.6M 0.74% +2,433 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,938 shares; 2026Q1: 40,288 shares; 2026Q2: 44,329 shares 44,329 $2.58M 0.73% +4,041 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: 2,165 shares; 2024Q4: 2,906 shares; 2025Q1: 2,969 shares; 2025Q2: 3,694 shares; 2025Q3: 3,694 shares; 2025Q4: 9,101 shares; 2026Q1: 8,600 shares; 2026Q2: 8,617 shares 8,617 $2.49M 0.71% +17 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,195 shares; 2024Q4: 31,708 shares; 2025Q1: 31,869 shares; 2025Q2: 34,623 shares; 2025Q3: 34,628 shares; 2025Q4: 36,094 shares; 2026Q1: 36,518 shares; 2026Q2: 38,388 shares 38,388 $2.29M 0.65% +1,870 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,631 shares; 2024Q4: 33,159 shares; 2025Q1: 47,082 shares; 2025Q2: 47,282 shares; 2025Q3: 47,852 shares; 2025Q4: 50,163 shares; 2026Q1: 52,370 shares; 2026Q2: 52,090 shares 52,090 $1.99M 0.57% -280 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,087 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares; 2025Q4: 4,956 shares; 2026Q1: 4,956 shares; 2026Q2: 4,956 shares 4,956 $1.39M 0.4% 0 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: 1,533 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,463 shares; 2025Q3: 1,463 shares; 2025Q4: 1,361 shares; 2026Q1: 1,361 shares; 2026Q2: 1,542 shares 1,542 $1.15M 0.33% +181 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: 7,419 shares; 2024Q4: 6,102 shares; 2025Q1: 6,153 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,303 shares; 2026Q1: 6,344 shares; 2026Q2: 6,385 shares 6,385 $873K 0.25% +41 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,256 shares; 2024Q4: 16,229 shares; 2025Q1: 16,332 shares; 2025Q2: 16,430 shares; 2025Q3: 16,430 shares; 2025Q4: 16,643 shares; 2026Q1: 16,762 shares; 2026Q2: 16,919 shares 16,919 $853K 0.24% +157 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,463 shares; 2024Q4: 16,668 shares; 2025Q1: 22,254 shares; 2025Q2: 22,533 shares; 2025Q3: 22,622 shares; 2025Q4: 23,585 shares; 2026Q1: 26,691 shares; 2026Q2: 29,545 shares 29,545 $702K 0.2% +2,854 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,607 shares; 2025Q3: 4,607 shares; 2025Q4: 6,277 shares; 2026Q1: 6,221 shares; 2026Q2: 6,171 shares 6,171 $699K 0.2% -50 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,903 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,127 shares; 2025Q3: 2,127 shares; 2025Q4: 1,806 shares; 2026Q1: 1,806 shares; 2026Q2: 1,806 shares 1,806 $665K 0.19% 0 Timeline VONV 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: 7,112 shares; 2025Q3: 7,112 shares; 2025Q4: 5,789 shares; 2026Q1: 5,651 shares; 2026Q2: 5,651 shares 5,651 $601K 0.17% 0 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS 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: 7,540 shares 7,540 $542K 0.15% new 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: 1,806 shares; 2024Q4: 1,806 shares; 2025Q1: 1,807 shares; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,646 shares; 2026Q1: 1,646 shares; 2026Q2: 1,646 shares 1,646 $499K 0.14% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,399 shares; 2024Q4: 2,418 shares; 2025Q1: 2,432 shares; 2025Q2: 2,914 shares; 2025Q3: 2,914 shares; 2025Q4: 2,676 shares; 2026Q1: 2,678 shares; 2026Q2: 2,698 shares 2,698 $473K 0.13% +20 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,586 shares; 2024Q4: 4,371 shares; 2025Q1: 4,271 shares; 2025Q2: 4,920 shares; 2025Q3: 4,920 shares; 2025Q4: 4,725 shares; 2026Q1: 4,421 shares; 2026Q2: 4,173 shares 4,173 $449K 0.13% -248 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares; 2026Q1: 1,364 shares; 2026Q2: 5,456 shares 5,456 $440K 0.13% +4,092 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 382 shares 382 $406K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,641 shares; 2025Q3: 1,641 shares; 2025Q4: 1,588 shares; 2026Q1: 1,548 shares; 2026Q2: 1,642 shares 1,642 $391K 0.11% +94 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: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,520 shares; 2026Q1: 1,517 shares; 2026Q2: 1,524 shares 1,524 $375K 0.11% +7 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 8,788 shares; 2025Q3: 8,788 shares; 2025Q4: 9,135 shares; 2026Q1: 9,135 shares; 2026Q2: 9,024 shares 9,024 $328K 0.09% -111 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: 801 shares; 2024Q4: 795 shares; 2025Q1: 786 shares; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,210 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $324K 0.09% 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: 866 shares; 2024Q4: 1,338 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 832 shares 832 $310K 0.09% +24 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: 424 shares; 2024Q4: 415 shares; 2025Q1: 469 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 473 shares; 2026Q2: 492 shares 492 $277K 0.08% +19 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 1,328 shares 1,328 $252K 0.07% 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: not reported; 2026Q1: 909 shares; 2026Q2: 910 shares 910 $231K 0.07% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $225K 0.06% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 306 shares 306 $218K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 844 shares 844 $205K 0.06% 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: 619 shares; 2026Q1: 620 shares; 2026Q2: 573 shares 573 $202K 0.06% -47 Timeline DRN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,095 shares; 2024Q4: 88,521 shares; 2025Q1: 76,637 shares; 2025Q2: 90,412 shares; 2025Q3: 88,835 shares; 2025Q4: 30,095 shares; 2026Q1: 27,056 shares; 2026Q2: 15,362 shares 15,362 $162K 0.05% -11,694 Timeline