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: not loaded; 2024Q4: 682,221 shares; 2025Q1: 676,700 shares; 2025Q2: 701,057 shares; 2025Q3: 690,303 shares; 2025Q4: 687,034 shares; 2026Q1: 697,083 shares; 2026Q2: 704,896 shares 704,896 $31.3M 15.45% +7,813 Timeline JPIE 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 loaded; 2024Q4: 432,089 shares; 2025Q1: 450,708 shares; 2025Q2: 454,947 shares; 2025Q3: 475,253 shares; 2025Q4: 511,466 shares; 2026Q1: 520,045 shares; 2026Q2: 571,553 shares 571,553 $26.3M 13.01% +51,508 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: not loaded; 2024Q4: 408,193 shares; 2025Q1: 353,827 shares; 2025Q2: 319,986 shares; 2025Q3: 279,820 shares; 2025Q4: 284,764 shares; 2026Q1: 268,589 shares; 2026Q2: 270,145 shares 270,145 $21.3M 10.55% +1,556 Timeline VCIT 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 loaded; 2024Q4: not reported; 2025Q1: 78,154 shares; 2025Q2: 119,062 shares; 2025Q3: 174,065 shares; 2025Q4: 190,355 shares; 2026Q1: 218,700 shares; 2026Q2: 242,452 shares 242,452 $20M 9.9% +23,752 Timeline HELO 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 loaded; 2024Q4: 181,497 shares; 2025Q1: 193,677 shares; 2025Q2: 209,635 shares; 2025Q3: 229,849 shares; 2025Q4: 250,745 shares; 2026Q1: 266,746 shares; 2026Q2: 288,873 shares 288,873 $19.5M 9.65% +22,127 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 loaded; 2024Q4: 243,249 shares; 2025Q1: 245,308 shares; 2025Q2: 244,122 shares; 2025Q3: 254,210 shares; 2025Q4: 265,411 shares; 2026Q1: 275,490 shares; 2026Q2: 287,129 shares 287,129 $16.9M 8.37% +11,639 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: not loaded; 2024Q4: 176,634 shares; 2025Q1: 183,730 shares; 2025Q2: 191,161 shares; 2025Q3: 221,956 shares; 2025Q4: 221,940 shares; 2026Q1: 229,013 shares; 2026Q2: 233,381 shares 233,381 $9.23M 4.56% +4,368 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: not loaded; 2024Q4: 174,849 shares; 2025Q1: 181,614 shares; 2025Q2: 179,461 shares; 2025Q3: 178,199 shares; 2025Q4: 181,478 shares; 2026Q1: 183,575 shares; 2026Q2: 176,579 shares 176,579 $7.18M 3.55% -6,996 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: not loaded; 2024Q4: 134,040 shares; 2025Q1: 146,531 shares; 2025Q2: 144,707 shares; 2025Q3: 160,154 shares; 2025Q4: 158,244 shares; 2026Q1: 159,589 shares; 2026Q2: 163,131 shares 163,131 $6.55M 3.24% +3,542 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: not loaded; 2024Q4: 151,899 shares; 2025Q1: 160,340 shares; 2025Q2: 150,506 shares; 2025Q3: 143,502 shares; 2025Q4: 147,368 shares; 2026Q1: 150,516 shares; 2026Q2: 159,552 shares 159,552 $5.94M 2.94% +9,036 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,805 shares; 2025Q1: 32,068 shares; 2025Q2: 31,927 shares; 2025Q3: 31,927 shares; 2025Q4: 31,422 shares; 2026Q1: 31,379 shares; 2026Q2: 30,459 shares 30,459 $3.58M 1.77% -920 Timeline DFSU 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 loaded; 2024Q4: 51,471 shares; 2025Q1: 56,753 shares; 2025Q2: 47,760 shares; 2025Q3: 61,643 shares; 2025Q4: 62,416 shares; 2026Q1: 71,298 shares; 2026Q2: 71,062 shares 71,062 $3.31M 1.64% -236 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 loaded; 2024Q4: 80,980 shares; 2025Q1: 88,136 shares; 2025Q2: 89,682 shares; 2025Q3: 91,896 shares; 2025Q4: 101,321 shares; 2026Q1: 107,883 shares; 2026Q2: 113,450 shares 113,450 $3.29M 1.62% +5,567 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: not loaded; 2024Q4: 6,201 shares; 2025Q1: 6,180 shares; 2025Q2: 5,907 shares; 2025Q3: 5,907 shares; 2025Q4: 5,869 shares; 2026Q1: 5,861 shares; 2026Q2: 5,861 shares 5,861 $1.7M 0.84% 0 Timeline DFSE 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 loaded; 2024Q4: 27,732 shares; 2025Q1: 30,128 shares; 2025Q2: 31,932 shares; 2025Q3: 35,093 shares; 2025Q4: 35,991 shares; 2026Q1: 37,483 shares; 2026Q2: 34,136 shares 34,136 $1.67M 0.82% -3,347 Timeline JTNY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,567 shares 32,567 $1.63M 0.81% new Timeline DFSI 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 loaded; 2024Q4: 19,874 shares; 2025Q1: 20,632 shares; 2025Q2: 24,716 shares; 2025Q3: 29,587 shares; 2025Q4: 30,091 shares; 2026Q1: 32,650 shares; 2026Q2: 32,181 shares 32,181 $1.45M 0.72% -469 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 74,446 shares; 2025Q1: 46,468 shares; 2025Q2: 34,273 shares; 2025Q3: 33,578 shares; 2025Q4: 28,613 shares; 2026Q1: 28,613 shares; 2026Q2: 24,518 shares 24,518 $1.28M 0.64% -4,095 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 loaded; 2024Q4: 23,179 shares; 2025Q1: 23,105 shares; 2025Q2: 23,105 shares; 2025Q3: 23,105 shares; 2025Q4: 22,911 shares; 2026Q1: 22,729 shares; 2026Q2: 22,729 shares 22,729 $1.23M 0.61% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,191 shares; 2025Q1: 36,191 shares; 2025Q2: 35,721 shares; 2025Q3: 34,466 shares; 2025Q4: 34,048 shares; 2026Q1: 32,155 shares; 2026Q2: 28,625 shares 28,625 $1.18M 0.58% -3,530 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,534 shares; 2025Q1: 7,372 shares; 2025Q2: 7,286 shares; 2025Q3: 7,272 shares; 2025Q4: 7,226 shares; 2026Q1: 7,165 shares; 2026Q2: 6,847 shares 6,847 $1.07M 0.53% -318 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: not loaded; 2024Q4: 19,282 shares; 2025Q1: 19,192 shares; 2025Q2: 18,986 shares; 2025Q3: 18,639 shares; 2025Q4: 18,576 shares; 2026Q1: 18,576 shares; 2026Q2: 18,462 shares 18,462 $954K 0.47% -114 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,059 shares; 2025Q1: 2,059 shares; 2025Q2: 2,056 shares; 2025Q3: 2,056 shares; 2025Q4: 4,426 shares; 2026Q1: 4,426 shares; 2026Q2: 4,426 shares 4,426 $843K 0.42% 0 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: not loaded; 2024Q4: 16,838 shares; 2025Q1: 16,481 shares; 2025Q2: 16,487 shares; 2025Q3: 15,541 shares; 2025Q4: 15,239 shares; 2026Q1: 15,032 shares; 2026Q2: 14,978 shares 14,978 $824K 0.41% -54 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 loaded; 2024Q4: 1,545 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares; 2026Q2: 751 shares 751 $800K 0.4% -387 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: not loaded; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,459 shares; 2026Q1: 1,359 shares; 2026Q2: 1,353 shares 1,353 $762K 0.38% -6 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: not loaded; 2024Q4: 1,401 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 2,025 shares; 2025Q4: 2,039 shares; 2026Q1: 1,958 shares; 2026Q2: 1,958 shares 1,958 $725K 0.36% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,023 shares; 2025Q1: 10,029 shares; 2025Q2: 9,992 shares; 2025Q3: 9,939 shares; 2025Q4: 8,892 shares; 2026Q1: 8,774 shares; 2026Q2: 8,417 shares 8,417 $705K 0.35% -357 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: not loaded; 2024Q4: 26,580 shares; 2025Q1: 26,213 shares; 2025Q2: 25,507 shares; 2025Q3: 25,303 shares; 2025Q4: 25,238 shares; 2026Q1: 25,103 shares; 2026Q2: 25,003 shares 25,003 $691K 0.34% -100 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: not loaded; 2024Q4: 19,705 shares; 2025Q1: 19,552 shares; 2025Q2: 16,459 shares; 2025Q3: 16,350 shares; 2025Q4: 16,311 shares; 2026Q1: 16,311 shares; 2026Q2: 15,492 shares 15,492 $623K 0.31% -819 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,090 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,328 shares; 2026Q2: 1,280 shares 1,280 $419K 0.21% -48 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: not loaded; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 527 shares; 2026Q2: 527 shares 527 $394K 0.19% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,222 shares; 2025Q3: 1,717 shares; 2025Q4: 1,717 shares; 2026Q1: 1,642 shares; 2026Q2: 1,642 shares 1,642 $391K 0.19% 0 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: not loaded; 2024Q4: 1,619 shares; 2025Q1: 1,619 shares; 2025Q2: 1,619 shares; 2025Q3: 5,018 shares; 2025Q4: 5,118 shares; 2026Q1: 5,118 shares; 2026Q2: 5,118 shares 5,118 $365K 0.18% 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: not loaded; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares; 2026Q2: 1,010 shares 1,010 $361K 0.18% 0 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: not loaded; 2024Q4: 850 shares; 2025Q1: 795 shares; 2025Q2: 795 shares; 2025Q3: 3,701 shares; 2025Q4: 3,701 shares; 2026Q1: 3,701 shares; 2026Q2: 3,701 shares 3,701 $357K 0.18% 0 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: not loaded; 2024Q4: 4,399 shares; 2025Q1: 4,399 shares; 2025Q2: 4,386 shares; 2025Q3: 5,899 shares; 2025Q4: 5,920 shares; 2026Q1: 5,915 shares; 2026Q2: 5,909 shares 5,909 $353K 0.17% -6 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 loaded; 2024Q4: 2,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares; 2026Q1: 1,940 shares; 2026Q2: 1,740 shares 1,740 $348K 0.17% -200 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 loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $303K 0.15% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,383 shares; 2025Q1: 1,383 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares; 2025Q4: 1,451 shares; 2026Q1: 1,451 shares; 2026Q2: 1,451 shares 1,451 $303K 0.15% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,347 shares; 2025Q4: 1,347 shares; 2026Q1: 1,347 shares; 2026Q2: 1,347 shares 1,347 $296K 0.15% 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: not loaded; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 649 shares; 2026Q2: 649 shares 649 $242K 0.12% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,064 shares; 2025Q4: 1,082 shares; 2026Q1: 1,082 shares; 2026Q2: 1,082 shares 1,082 $236K 0.12% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,239 shares; 2025Q4: 2,239 shares; 2026Q1: 2,239 shares; 2026Q2: 2,239 shares 2,239 $203K 0.1% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,384 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,339 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares; 2026Q2: 1,251 shares 1,251 $193K 0.1% -53 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 244 shares 244 $172K 0.08% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 2,036 shares; 2026Q1: 2,036 shares; 2026Q2: 2,036 shares 2,036 $168K 0.08% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares; 2026Q2: 1,173 shares 1,173 $160K 0.08% 0 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 loaded; 2024Q4: 2,764 shares; 2025Q1: 2,816 shares; 2025Q2: 2,822 shares; 2025Q3: 2,293 shares; 2025Q4: 2,301 shares; 2026Q1: 1,704 shares; 2026Q2: 1,706 shares 1,706 $157K 0.08% +2 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,263 shares; 2025Q1: 2,368 shares; 2025Q2: 2,374 shares; 2025Q3: 2,381 shares; 2025Q4: 1,991 shares; 2026Q1: 2,151 shares; 2026Q2: 1,492 shares 1,492 $146K 0.07% -659 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 loaded; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares; 2026Q1: 1,653 shares; 2026Q2: 1,653 shares 1,653 $137K 0.07% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,007 shares; 2025Q4: 2,009 shares; 2026Q1: 2,009 shares; 2026Q2: 2,009 shares 2,009 $136K 0.07% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 196 shares; 2026Q1: 196 shares; 2026Q2: 137 shares 137 $128K 0.06% -59 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,030 shares; 2026Q1: 3,030 shares; 2026Q2: 3,030 shares 3,030 $119K 0.06% 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 loaded; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $117K 0.06% 0 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: not loaded; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,419 shares; 2025Q3: 1,404 shares; 2025Q4: 1,384 shares; 2026Q1: 1,384 shares; 2026Q2: 1,352 shares 1,352 $111K 0.06% -32 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 loaded; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $109K 0.05% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $103K 0.05% 0 Timeline JMST 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares; 2026Q2: 1,975 shares 1,975 $101K 0.05% 0 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 loaded; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $100K 0.05% 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 loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 261 shares; 2026Q1: 261 shares; 2026Q2: 261 shares 261 $98.6K 0.05% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $96.9K 0.05% 0 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,462 shares; 2025Q1: 2,831 shares; 2025Q2: 2,606 shares; 2025Q3: 2,446 shares; 2025Q4: 2,421 shares; 2026Q1: 2,421 shares; 2026Q2: 2,722 shares 2,722 $91.3K 0.05% +301 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: 1,026 shares; 2026Q2: 1,026 shares 1,026 $91.1K 0.05% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $89.3K 0.04% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,509 shares; 2025Q4: 2,509 shares; 2026Q1: 2,509 shares; 2026Q2: 2,509 shares 2,509 $84.9K 0.04% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 105 shares 105 $80.1K 0.04% -6 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $78.8K 0.04% 0 Timeline JQUA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares; 2026Q2: 1,054 shares 1,054 $76.2K 0.04% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 988 shares; 2026Q1: 728 shares; 2026Q2: 728 shares 728 $75.7K 0.04% 0 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares; 2026Q1: 1,070 shares; 2026Q2: 1,070 shares 1,070 $70.3K 0.03% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 286 shares 286 $69.3K 0.03% 0 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,044 shares; 2025Q1: 2,044 shares; 2025Q2: 2,044 shares; 2025Q3: 1,991 shares; 2025Q4: 1,933 shares; 2026Q1: 1,911 shares; 2026Q2: 1,159 shares 1,159 $67.2K 0.03% -752 Timeline JEPQ 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 loaded; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares; 2026Q2: 1,056 shares 1,056 $64.9K 0.03% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 1,024 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares; 2026Q2: 1,024 shares 1,024 $62.2K 0.03% 0 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 loaded; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 542 shares; 2026Q1: 542 shares; 2026Q2: 519 shares 519 $58.8K 0.03% -23 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 473 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $58.5K 0.03% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 497 shares; 2026Q2: 497 shares 497 $57.9K 0.03% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,468 shares 2,468 $56.5K 0.03% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,522 shares 2,522 $56.4K 0.03% new Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,542 shares 2,542 $56.3K 0.03% new Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,595 shares 2,595 $56.2K 0.03% new Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,792 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,792 shares; 2026Q1: 1,792 shares; 2026Q2: 1,792 shares 1,792 $54.9K 0.03% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares; 2026Q2: 352 shares 352 $53.3K 0.03% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $52.4K 0.03% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 915 shares; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares; 2026Q2: 1,035 shares 1,035 $52.4K 0.03% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $47.2K 0.02% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $42.8K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $41.4K 0.02% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 385 shares; 2025Q1: 388 shares; 2025Q2: 392 shares; 2025Q3: 398 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 410 shares 410 $41.3K 0.02% +4 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: not loaded; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 31 shares 31 $41.3K 0.02% -7 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $41.1K 0.02% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $39.4K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 98 shares 98 $33.7K 0.02% -16 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 448 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $33.5K 0.02% 0 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 loaded; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 376 shares; 2026Q1: 376 shares; 2026Q2: 376 shares 376 $30.5K 0.02% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,897 shares; 2025Q1: 4,757 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 619 shares; 2026Q2: 619 shares 619 $29.9K 0.01% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,103 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares; 2026Q1: 555 shares; 2026Q2: 555 shares 555 $29.9K 0.01% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $29.2K 0.01% 0 Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $28.4K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $27.7K 0.01% 0 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 511 shares; 2026Q1: 511 shares; 2026Q2: 511 shares 511 $27.5K 0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $27.2K 0.01% 0 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 loaded; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 116 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $27.2K 0.01% 0 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 loaded; 2024Q4: 8,734 shares; 2025Q1: 5,676 shares; 2025Q2: 5,190 shares; 2025Q3: 4,694 shares; 2025Q4: 2,811 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $26.6K 0.01% 0 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: not loaded; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $26.4K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $25.5K 0.01% 0 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,243 shares 1,243 $25.1K 0.01% new 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: not loaded; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $24.5K 0.01% 0 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 loaded; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 68 shares 68 $24K 0.01% -15 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 loaded; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 207 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $23.6K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $23.6K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $22.8K 0.01% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,148 shares 1,148 $22.4K 0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $22.3K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 309 shares 309 $21.1K 0.01% -22 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 249 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $20.9K 0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 372 shares 372 $19.3K 0.01% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 240 shares 240 $18.7K 0.01% +90 Timeline BBCA 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 loaded; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $16.5K 0.01% 0 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: not loaded; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $16.5K 0.01% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $16.3K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $15K 0.01% 0 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: not loaded; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $14.1K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $13.8K 0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $13.5K 0.01% 0 Timeline HOLA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 555 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $12.5K 0.01% 0 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 346 shares; 2025Q1: 228 shares; 2025Q2: 219 shares; 2025Q3: 199 shares; 2025Q4: 184 shares; 2026Q1: 183 shares; 2026Q2: 143 shares 143 $12.3K 0.01% -40 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 loaded; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 95 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $11.3K 0.01% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49 shares 49 $10.8K 0.01% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $8.92K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $7.69K <0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $5.89K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $4.87K <0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 50 shares 50 $4.4K <0.01% +40 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 245 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $4.03K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $3.52K <0.01% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 39 shares; 2026Q2: 41 shares 41 $3.4K <0.01% +2 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $2.13K <0.01% 0 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $1.42K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $1.4K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $995 <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $988 <0.01% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $962 <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $579 <0.01% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $304 <0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $297 <0.01% 0 Timeline 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $264 <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $194 <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $103 <0.01% 0 Timeline