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: 250,020 shares; 2024Q4: 247,736 shares; 2025Q1: 243,585 shares; 2025Q2: 243,696 shares; 2025Q3: 246,920 shares; 2025Q4: 253,536 shares; 2026Q1: 252,037 shares; 2026Q2: 256,299 shares 256,299 $176M 10.72% +4,262 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: 2,211,228 shares; 2024Q4: 2,211,625 shares; 2025Q1: 2,207,949 shares; 2025Q2: 2,206,774 shares; 2025Q3: 2,266,428 shares; 2025Q4: 2,387,903 shares; 2026Q1: 2,434,676 shares; 2026Q2: 2,496,836 shares 2,496,836 $152M 9.24% +62,160 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: 1,447,761 shares; 2024Q4: 1,445,080 shares; 2025Q1: 1,458,552 shares; 2025Q2: 1,457,901 shares; 2025Q3: 1,488,531 shares; 2025Q4: 1,578,398 shares; 2026Q1: 1,598,474 shares; 2026Q2: 1,615,391 shares 1,615,391 $125M 7.59% +16,917 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: 1,081,417 shares; 2024Q4: 1,120,088 shares; 2025Q1: 1,153,161 shares; 2025Q2: 1,188,284 shares; 2025Q3: 1,264,680 shares; 2025Q4: 1,362,944 shares; 2026Q1: 1,431,140 shares; 2026Q2: 1,478,462 shares 1,478,462 $109M 6.61% +47,322 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: 1,340,105 shares; 2024Q4: 1,400,550 shares; 2025Q1: 1,473,046 shares; 2025Q2: 1,259,230 shares; 2025Q3: 1,335,724 shares; 2025Q4: 1,486,795 shares; 2026Q1: 1,569,663 shares; 2026Q2: 1,663,916 shares 1,663,916 $84.2M 5.13% +94,253 Timeline MDYV 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: 690,992 shares; 2024Q4: 694,697 shares; 2025Q1: 703,995 shares; 2025Q2: 701,235 shares; 2025Q3: 726,188 shares; 2025Q4: 783,438 shares; 2026Q1: 805,859 shares; 2026Q2: 829,586 shares 829,586 $78.7M 4.79% +23,727 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: 639,765 shares; 2024Q4: 673,979 shares; 2025Q1: 681,120 shares; 2025Q2: 689,269 shares; 2025Q3: 745,702 shares; 2025Q4: 819,525 shares; 2026Q1: 861,445 shares; 2026Q2: 901,823 shares 901,823 $71.3M 4.34% +40,378 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: 886,979 shares; 2024Q4: 1,824,302 shares; 2025Q1: 1,882,325 shares; 2025Q2: 1,850,449 shares; 2025Q3: 1,990,216 shares; 2025Q4: 2,206,735 shares; 2026Q1: 2,341,905 shares; 2026Q2: 2,445,014 shares 2,445,014 $64.8M 3.95% +103,109 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412,704 shares; 2024Q4: 455,033 shares; 2025Q1: 481,599 shares; 2025Q2: 490,415 shares; 2025Q3: 538,957 shares; 2025Q4: 597,581 shares; 2026Q1: 631,850 shares; 2026Q2: 658,034 shares 658,034 $62.2M 3.79% +26,184 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: 76,965 shares; 2024Q4: 74,486 shares; 2025Q1: 73,497 shares; 2025Q2: 70,703 shares; 2025Q3: 69,715 shares; 2025Q4: 66,871 shares; 2026Q1: 66,202 shares; 2026Q2: 65,867 shares 65,867 $49.2M 3% -335 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: 771,353 shares; 2024Q4: 773,330 shares; 2025Q1: 806,677 shares; 2025Q2: 820,893 shares; 2025Q3: 836,465 shares; 2025Q4: 896,946 shares; 2026Q1: 919,611 shares; 2026Q2: 928,322 shares 928,322 $41.2M 2.51% +8,711 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: 300,700 shares; 2024Q4: 317,352 shares; 2025Q1: 295,299 shares; 2025Q2: 344,020 shares; 2025Q3: 338,864 shares; 2025Q4: 351,298 shares; 2026Q1: 353,163 shares; 2026Q2: 357,361 shares 357,361 $38.5M 2.34% +4,198 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: 593,052 shares; 2024Q4: 696,651 shares; 2025Q1: 741,577 shares; 2025Q2: 739,772 shares; 2025Q3: 755,336 shares; 2025Q4: 791,288 shares; 2026Q1: 790,627 shares; 2026Q2: 833,294 shares 833,294 $31M 1.89% +42,667 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: 190,103 shares; 2024Q4: 187,109 shares; 2025Q1: 186,663 shares; 2025Q2: 178,244 shares; 2025Q3: 179,914 shares; 2025Q4: 191,033 shares; 2026Q1: 191,849 shares; 2026Q2: 194,808 shares 194,808 $28.9M 1.76% +2,959 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,519 shares; 2024Q4: 569,034 shares; 2025Q1: 586,663 shares; 2025Q2: 737,537 shares; 2025Q3: 736,160 shares; 2025Q4: 728,336 shares; 2026Q1: 890,800 shares; 2026Q2: 902,154 shares 902,154 $26.6M 1.62% +11,354 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460,722 shares; 2024Q4: 472,643 shares; 2025Q1: 498,556 shares; 2025Q2: 487,693 shares; 2025Q3: 514,349 shares; 2025Q4: 562,375 shares; 2026Q1: 578,161 shares; 2026Q2: 609,075 shares 609,075 $25.4M 1.55% +30,914 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: 475,821 shares; 2024Q4: 481,871 shares; 2025Q1: 483,099 shares; 2025Q2: 477,429 shares; 2025Q3: 480,348 shares; 2025Q4: 486,755 shares; 2026Q1: 475,169 shares; 2026Q2: 478,615 shares 478,615 $25.1M 1.53% +3,446 Timeline SCHM 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: 187,813 shares; 2024Q4: 565,267 shares; 2025Q1: 546,684 shares; 2025Q2: 688,642 shares; 2025Q3: 674,981 shares; 2025Q4: 670,307 shares; 2026Q1: 678,368 shares; 2026Q2: 672,364 shares 672,364 $24.8M 1.51% -6,004 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,424 shares; 2024Q4: 118,224 shares; 2025Q1: 116,290 shares; 2025Q2: 110,658 shares; 2025Q3: 109,875 shares; 2025Q4: 106,970 shares; 2026Q1: 105,481 shares; 2026Q2: 104,312 shares 104,312 $23.7M 1.44% -1,169 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: 245,715 shares; 2024Q4: 246,148 shares; 2025Q1: 245,344 shares; 2025Q2: 242,492 shares; 2025Q3: 254,512 shares; 2025Q4: 268,024 shares; 2026Q1: 264,007 shares; 2026Q2: 274,930 shares 274,930 $21.4M 1.3% +10,923 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: 210,695 shares; 2024Q4: 222,044 shares; 2025Q1: 217,103 shares; 2025Q2: 215,551 shares; 2025Q3: 210,884 shares; 2025Q4: 219,891 shares; 2026Q1: 209,147 shares; 2026Q2: 208,958 shares 208,958 $20.7M 1.26% -189 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: 228,771 shares; 2024Q4: 229,625 shares; 2025Q1: 226,426 shares; 2025Q2: 235,100 shares; 2025Q3: 232,493 shares; 2025Q4: 237,201 shares; 2026Q1: 238,821 shares; 2026Q2: 238,326 shares 238,326 $19.6M 1.2% -495 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: 53,981 shares; 2024Q4: 54,745 shares; 2025Q1: 56,465 shares; 2025Q2: 82,234 shares; 2025Q3: 82,491 shares; 2025Q4: 81,790 shares; 2026Q1: 84,821 shares; 2026Q2: 84,845 shares 84,845 $18.5M 1.13% +24 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: 67,646 shares; 2024Q4: 67,304 shares; 2025Q1: 64,335 shares; 2025Q2: 73,896 shares; 2025Q3: 73,147 shares; 2025Q4: 77,301 shares; 2026Q1: 80,906 shares; 2026Q2: 80,645 shares 80,645 $17.7M 1.08% -261 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: 24,762 shares; 2024Q4: 24,813 shares; 2025Q1: 23,707 shares; 2025Q2: 23,968 shares; 2025Q3: 23,742 shares; 2025Q4: 23,966 shares; 2026Q1: 23,774 shares; 2026Q2: 23,501 shares 23,501 $17.6M 1.07% -273 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: 73,353 shares; 2024Q4: 73,153 shares; 2025Q1: 71,785 shares; 2025Q2: 90,638 shares; 2025Q3: 89,418 shares; 2025Q4: 89,461 shares; 2026Q1: 89,711 shares; 2026Q2: 88,896 shares 88,896 $17.6M 1.07% -815 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,867 shares; 2024Q4: 122,147 shares; 2025Q1: 121,240 shares; 2025Q2: 120,569 shares; 2025Q3: 120,160 shares; 2025Q4: 120,056 shares; 2026Q1: 118,830 shares; 2026Q2: 118,338 shares 118,338 $17.5M 1.06% -492 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,031 shares; 2024Q4: 76,670 shares; 2025Q1: 75,408 shares; 2025Q2: 75,450 shares; 2025Q3: 74,777 shares; 2025Q4: 74,136 shares; 2026Q1: 72,295 shares; 2026Q2: 71,734 shares 71,734 $15.7M 0.96% -561 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: 65,503 shares; 2024Q4: 75,703 shares; 2025Q1: 73,835 shares; 2025Q2: 92,888 shares; 2025Q3: 98,478 shares; 2025Q4: 114,577 shares; 2026Q1: 118,445 shares; 2026Q2: 122,961 shares 122,961 $15.3M 0.93% +4,516 Timeline SLYV 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: 167,030 shares; 2024Q4: 161,693 shares; 2025Q1: 161,915 shares; 2025Q2: 147,502 shares; 2025Q3: 144,379 shares; 2025Q4: 143,431 shares; 2026Q1: 138,450 shares; 2026Q2: 136,271 shares 136,271 $14.9M 0.91% -2,179 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,677 shares; 2024Q4: 139,613 shares; 2025Q1: 136,386 shares; 2025Q2: 134,843 shares; 2025Q3: 133,914 shares; 2025Q4: 133,199 shares; 2026Q1: 130,532 shares; 2026Q2: 129,565 shares 129,565 $14.2M 0.86% -967 Timeline SCHA 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: 163,234 shares; 2024Q4: 328,270 shares; 2025Q1: 332,165 shares; 2025Q2: 416,181 shares; 2025Q3: 412,847 shares; 2025Q4: 408,365 shares; 2026Q1: 396,280 shares; 2026Q2: 390,473 shares 390,473 $14.1M 0.86% -5,807 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,795 shares; 2024Q4: 121,897 shares; 2025Q1: 118,395 shares; 2025Q2: 119,380 shares; 2025Q3: 117,735 shares; 2025Q4: 116,480 shares; 2026Q1: 114,826 shares; 2026Q2: 114,034 shares 114,034 $13M 0.79% -792 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,443 shares; 2024Q4: 144,535 shares; 2025Q1: 143,701 shares; 2025Q2: 158,213 shares; 2025Q3: 155,866 shares; 2025Q4: 154,322 shares; 2026Q1: 147,685 shares; 2026Q2: 144,861 shares 144,861 $12.9M 0.79% -2,824 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: 19,518 shares; 2024Q4: 19,208 shares; 2025Q1: 19,111 shares; 2025Q2: 19,107 shares; 2025Q3: 18,852 shares; 2025Q4: 18,573 shares; 2026Q1: 18,190 shares; 2026Q2: 18,176 shares 18,176 $12.8M 0.78% -14 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: 114,272 shares; 2024Q4: 113,319 shares; 2025Q1: 111,322 shares; 2025Q2: 113,419 shares; 2025Q3: 113,270 shares; 2025Q4: 112,344 shares; 2026Q1: 111,571 shares; 2026Q2: 110,245 shares 110,245 $12.1M 0.74% -1,326 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,890 shares; 2024Q4: 144,092 shares; 2025Q1: 141,253 shares; 2025Q2: 141,608 shares; 2025Q3: 139,384 shares; 2025Q4: 152,294 shares; 2026Q1: 149,514 shares; 2026Q2: 148,452 shares 148,452 $10.4M 0.63% -1,062 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: 180,512 shares; 2024Q4: 197,014 shares; 2025Q1: 215,342 shares; 2025Q2: 220,968 shares; 2025Q3: 228,424 shares; 2025Q4: 240,175 shares; 2026Q1: 245,676 shares; 2026Q2: 254,366 shares 254,366 $10.3M 0.63% +8,690 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: 54,087 shares; 2024Q4: 59,486 shares; 2025Q1: 65,429 shares; 2025Q2: 69,792 shares; 2025Q3: 76,375 shares; 2025Q4: 83,383 shares; 2026Q1: 89,402 shares; 2026Q2: 91,521 shares 91,521 $9.35M 0.57% +2,119 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: 137,477 shares; 2024Q4: 137,155 shares; 2025Q1: 132,691 shares; 2025Q2: 130,688 shares; 2025Q3: 127,966 shares; 2025Q4: 152,015 shares; 2026Q1: 150,558 shares; 2026Q2: 148,278 shares 148,278 $8.16M 0.5% -2,280 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: 85,730 shares; 2024Q4: 89,037 shares; 2025Q1: 87,370 shares; 2025Q2: 86,981 shares; 2025Q3: 85,767 shares; 2025Q4: 89,404 shares; 2026Q1: 88,939 shares; 2026Q2: 88,309 shares 88,309 $7.32M 0.45% -630 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: 53,715 shares; 2024Q4: 50,997 shares; 2025Q1: 47,909 shares; 2025Q2: 65,765 shares; 2025Q3: 65,753 shares; 2025Q4: 57,779 shares; 2026Q1: 57,341 shares; 2026Q2: 55,231 shares 55,231 $5.88M 0.36% -2,110 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: 24,758 shares; 2024Q4: 24,612 shares; 2025Q1: 24,235 shares; 2025Q2: 24,673 shares; 2025Q3: 24,496 shares; 2025Q4: 24,507 shares; 2026Q1: 24,033 shares; 2026Q2: 23,984 shares 23,984 $5.83M 0.35% -49 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: 44,142 shares; 2024Q4: 44,036 shares; 2025Q1: 44,190 shares; 2025Q2: 43,914 shares; 2025Q3: 43,812 shares; 2025Q4: 42,858 shares; 2026Q1: 42,331 shares; 2026Q2: 42,637 shares 42,637 $5.83M 0.35% +306 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,150 shares; 2024Q4: 14,150 shares; 2025Q1: 13,245 shares; 2025Q2: 13,245 shares; 2025Q3: 12,666 shares; 2025Q4: 12,175 shares; 2026Q1: 11,854 shares; 2026Q2: 11,854 shares 11,854 $5.05M 0.31% 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: 72,413 shares; 2024Q4: 80,457 shares; 2025Q1: 80,074 shares; 2025Q2: 80,047 shares; 2025Q3: 78,781 shares; 2025Q4: 79,115 shares; 2026Q1: 77,830 shares; 2026Q2: 77,894 shares 77,894 $4.65M 0.28% +64 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: 90,492 shares; 2024Q4: 90,702 shares; 2025Q1: 91,020 shares; 2025Q2: 90,552 shares; 2025Q3: 91,801 shares; 2025Q4: 94,072 shares; 2026Q1: 94,905 shares; 2026Q2: 96,229 shares 96,229 $4.64M 0.28% +1,324 Timeline STPZ 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: 92,961 shares; 2024Q4: 92,206 shares; 2025Q1: 86,632 shares; 2025Q2: 85,614 shares; 2025Q3: 85,614 shares; 2025Q4: 78,868 shares; 2026Q1: 76,584 shares; 2026Q2: 76,584 shares 76,584 $4.08M 0.25% 0 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: 104,827 shares; 2024Q4: 105,335 shares; 2025Q1: 98,113 shares; 2025Q2: 85,938 shares; 2025Q3: 85,549 shares; 2025Q4: 85,530 shares; 2026Q1: 75,620 shares; 2026Q2: 72,601 shares 72,601 $3.65M 0.22% -3,019 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,304 shares; 2026Q1: 7,156 shares; 2026Q2: 6,880 shares 6,880 $2.82M 0.17% -276 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: 10,697 shares; 2024Q4: 11,542 shares; 2025Q1: 10,773 shares; 2025Q2: 10,670 shares; 2025Q3: 10,624 shares; 2025Q4: 10,254 shares; 2026Q1: 10,285 shares; 2026Q2: 11,121 shares 11,121 $2.23M 0.14% +836 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: 23,211 shares; 2024Q4: 31,596 shares; 2025Q1: 31,596 shares; 2025Q2: 31,625 shares; 2025Q3: 30,798 shares; 2025Q4: 30,798 shares; 2026Q1: 30,620 shares; 2026Q2: 30,620 shares 30,620 $2.18M 0.13% 0 Timeline VMBS 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: 22,817 shares; 2024Q4: 36,322 shares; 2025Q1: 37,039 shares; 2025Q2: 40,876 shares; 2025Q3: 41,788 shares; 2025Q4: 42,449 shares; 2026Q1: 41,719 shares; 2026Q2: 39,757 shares 39,757 $1.86M 0.11% -1,962 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: 6,386 shares; 2024Q4: 6,151 shares; 2025Q1: 6,557 shares; 2025Q2: 6,652 shares; 2025Q3: 7,078 shares; 2025Q4: 6,044 shares; 2026Q1: 6,052 shares; 2026Q2: 6,200 shares 6,200 $1.79M 0.11% +148 Timeline FNDF 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: 33,753 shares; 2024Q4: 33,753 shares; 2025Q1: 33,753 shares; 2025Q2: 33,753 shares; 2025Q3: 33,753 shares; 2025Q4: 33,329 shares; 2026Q1: 31,694 shares; 2026Q2: 31,486 shares 31,486 $1.66M 0.1% -208 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: 21,405 shares; 2024Q4: 20,891 shares; 2025Q1: 17,731 shares; 2025Q2: 16,857 shares; 2025Q3: 16,848 shares; 2025Q4: 16,813 shares; 2026Q1: 16,269 shares; 2026Q2: 16,270 shares 16,270 $1.57M 0.1% +1 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,472 shares; 2024Q4: 28,558 shares; 2025Q1: 28,558 shares; 2025Q2: 28,558 shares; 2025Q3: 28,558 shares; 2025Q4: 29,623 shares; 2026Q1: 29,067 shares; 2026Q2: 29,015 shares 29,015 $1.57M 0.1% -52 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: 3,664 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,535 shares; 2025Q4: 3,513 shares; 2026Q1: 3,453 shares; 2026Q2: 3,537 shares 3,537 $1.31M 0.08% +84 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,613 shares; 2024Q4: 3,727 shares; 2025Q1: 3,647 shares; 2025Q2: 3,647 shares; 2025Q3: 3,647 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 4,200 shares 4,200 $1.26M 0.08% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 3,591 shares; 2025Q1: 3,591 shares; 2025Q2: 3,614 shares; 2025Q3: 3,625 shares; 2025Q4: 3,674 shares; 2026Q1: 3,674 shares; 2026Q2: 3,628 shares 3,628 $1.25M 0.08% -46 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: 4,411 shares; 2024Q4: 4,973 shares; 2025Q1: 4,004 shares; 2025Q2: 4,004 shares; 2025Q3: 4,013 shares; 2025Q4: 3,924 shares; 2026Q1: 3,908 shares; 2026Q2: 15,159 shares 15,159 $1.22M 0.07% +11,251 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,119 shares; 2024Q4: 3,044 shares; 2025Q1: 3,027 shares; 2025Q2: 3,165 shares; 2025Q3: 3,120 shares; 2025Q4: 3,017 shares; 2026Q1: 3,100 shares; 2026Q2: 3,084 shares 3,084 $1.15M 0.07% -16 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,685 shares; 2024Q4: 3,685 shares; 2025Q1: 3,685 shares; 2025Q2: 3,658 shares; 2025Q3: 4,200 shares; 2025Q4: 4,171 shares; 2026Q1: 4,010 shares; 2026Q2: 4,010 shares 4,010 $972K 0.06% 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: 3,760 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: 3,760 shares; 2026Q1: 4,051 shares; 2026Q2: 4,051 shares 4,051 $959K 0.06% 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: 3,270 shares; 2024Q4: 3,288 shares; 2025Q1: 3,377 shares; 2025Q2: 3,361 shares; 2025Q3: 3,358 shares; 2025Q4: 3,719 shares; 2026Q1: 3,453 shares; 2026Q2: 3,664 shares 3,664 $873K 0.05% +211 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,519 shares; 2026Q1: 19,788 shares; 2026Q2: 18,253 shares 18,253 $872K 0.05% -1,535 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: 3,356 shares; 2024Q4: 3,356 shares; 2025Q1: 3,338 shares; 2025Q2: 3,338 shares; 2025Q3: 3,338 shares; 2025Q4: 8,127 shares; 2026Q1: 8,109 shares; 2026Q2: 7,979 shares 7,979 $829K 0.05% -130 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,592 shares; 2024Q4: 3,592 shares; 2025Q1: 2,537 shares; 2025Q2: 2,537 shares; 2025Q3: 2,541 shares; 2025Q4: 2,541 shares; 2026Q1: 2,541 shares; 2026Q2: 2,541 shares 2,541 $770K 0.05% 0 Timeline BRK-A 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: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.05% 0 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: 4,046 shares; 2024Q4: 7,456 shares; 2025Q1: 7,456 shares; 2025Q2: 7,456 shares; 2025Q3: 7,456 shares; 2025Q4: 7,456 shares; 2026Q1: 7,456 shares; 2026Q2: 7,456 shares 7,456 $718K 0.04% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,828 shares; 2024Q4: 4,410 shares; 2025Q1: 4,410 shares; 2025Q2: 4,461 shares; 2025Q3: 4,688 shares; 2025Q4: 4,655 shares; 2026Q1: 1,350 shares; 2026Q2: 1,435 shares 1,435 $718K 0.04% +85 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: 2,220 shares; 2024Q4: 2,417 shares; 2025Q1: 2,563 shares; 2025Q2: 2,608 shares; 2025Q3: 2,686 shares; 2025Q4: 2,183 shares; 2026Q1: 2,148 shares; 2026Q2: 1,998 shares 1,998 $714K 0.04% -150 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: 7,019 shares; 2024Q4: 28,076 shares; 2025Q1: 28,136 shares; 2025Q2: 19,334 shares; 2025Q3: 20,387 shares; 2025Q4: 19,334 shares; 2026Q1: 19,334 shares; 2026Q2: 19,349 shares 19,349 $655K 0.04% +15 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: 9,573 shares; 2024Q4: 16,769 shares; 2025Q1: 10,337 shares; 2025Q2: 9,264 shares; 2025Q3: 9,264 shares; 2025Q4: 9,264 shares; 2026Q1: 9,264 shares; 2026Q2: 9,264 shares 9,264 $626K 0.04% 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: 1,878 shares; 2024Q4: 1,997 shares; 2025Q1: 2,131 shares; 2025Q2: 2,162 shares; 2025Q3: 2,237 shares; 2025Q4: 1,831 shares; 2026Q1: 1,759 shares; 2026Q2: 1,694 shares 1,694 $599K 0.04% -65 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 510 shares 510 $589K 0.04% new Timeline DBEF DBX ETF TR More: the full row for DBX 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: 10,469 shares; 2026Q1: 10,469 shares; 2026Q2: 10,469 shares 10,469 $572K 0.03% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,804 shares; 2025Q3: 3,781 shares; 2025Q4: 4,044 shares; 2026Q1: 4,234 shares; 2026Q2: 4,204 shares 4,204 $538K 0.03% -30 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,174 shares; 2025Q1: 4,174 shares; 2025Q2: 4,174 shares; 2025Q3: 4,174 shares; 2025Q4: 5,120 shares; 2026Q1: 5,120 shares; 2026Q2: 5,170 shares 5,170 $533K 0.03% +50 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: 1,354 shares; 2024Q4: 1,126 shares; 2025Q1: 1,219 shares; 2025Q2: 1,165 shares; 2025Q3: 1,328 shares; 2025Q4: 1,465 shares; 2026Q1: 1,372 shares; 2026Q2: 1,407 shares 1,407 $531K 0.03% +35 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: 806 shares; 2024Q4: 774 shares; 2025Q1: 816 shares; 2025Q2: 790 shares; 2025Q3: 820 shares; 2025Q4: 838 shares; 2026Q1: 791 shares; 2026Q2: 918 shares 918 $517K 0.03% +127 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: 3,616 shares; 2024Q4: 3,448 shares; 2025Q1: 3,315 shares; 2025Q2: 3,166 shares; 2025Q3: 3,082 shares; 2025Q4: 2,988 shares; 2026Q1: 3,183 shares; 2026Q2: 3,098 shares 3,098 $486K 0.03% -85 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,818 shares; 2025Q3: 11,816 shares; 2025Q4: 12,109 shares; 2026Q1: 12,314 shares; 2026Q2: 12,351 shares 12,351 $479K 0.03% +37 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: 1,585 shares; 2024Q4: 1,571 shares; 2025Q1: 1,528 shares; 2025Q2: 1,543 shares; 2025Q3: 1,534 shares; 2025Q4: 1,374 shares; 2026Q1: 1,417 shares; 2026Q2: 1,411 shares 1,411 $462K 0.03% -6 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: 3,529 shares; 2024Q4: 3,518 shares; 2025Q1: 2,684 shares; 2025Q2: 2,687 shares; 2025Q3: 2,448 shares; 2025Q4: 2,440 shares; 2026Q1: 2,431 shares; 2026Q2: 2,031 shares 2,031 $449K 0.03% -400 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,164 shares; 2026Q1: 11,153 shares; 2026Q2: 10,574 shares 10,574 $446K 0.03% -579 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,068 shares; 2024Q4: 4,068 shares; 2025Q1: 4,068 shares; 2025Q2: 4,068 shares; 2025Q3: 4,065 shares; 2025Q4: 4,065 shares; 2026Q1: 4,065 shares; 2026Q2: 3,949 shares 3,949 $436K 0.03% -116 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,938 shares; 2025Q1: 14,938 shares; 2025Q2: 14,938 shares; 2025Q3: 14,938 shares; 2025Q4: 14,938 shares; 2026Q1: 14,938 shares; 2026Q2: 14,938 shares 14,938 $414K 0.03% 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: 315 shares; 2024Q4: 314 shares; 2025Q1: 308 shares; 2025Q2: 322 shares; 2025Q3: 299 shares; 2025Q4: 325 shares; 2026Q1: 342 shares; 2026Q2: 340 shares 340 $408K 0.02% -2 Timeline QEMM 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: 5,027 shares; 2024Q4: 5,015 shares; 2025Q1: 5,015 shares; 2025Q2: 5,015 shares; 2025Q3: 5,015 shares; 2025Q4: 5,015 shares; 2026Q1: 5,015 shares; 2026Q2: 5,015 shares 5,015 $401K 0.02% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,523 shares; 2026Q1: 4,523 shares; 2026Q2: 4,376 shares 4,376 $399K 0.02% -147 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 551 shares; 2026Q1: 539 shares; 2026Q2: 539 shares 539 $397K 0.02% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,356 shares; 2024Q4: 3,356 shares; 2025Q1: 3,356 shares; 2025Q2: 3,356 shares; 2025Q3: 3,306 shares; 2025Q4: 3,306 shares; 2026Q1: 3,306 shares; 2026Q2: 3,306 shares 3,306 $343K 0.02% 0 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: 4,192 shares; 2024Q4: 4,084 shares; 2025Q1: 4,084 shares; 2025Q2: 4,127 shares; 2025Q3: 4,116 shares; 2025Q4: 3,616 shares; 2026Q1: 3,607 shares; 2026Q2: 3,686 shares 3,686 $305K 0.02% +79 Timeline ONEY 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 reported; 2024Q4: 3,342 shares; 2025Q1: 3,342 shares; 2025Q2: 2,295 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 2,295 shares; 2026Q2: 2,295 shares 2,295 $294K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 451 shares; 2026Q1: 562 shares; 2026Q2: 3,369 shares 3,369 $290K 0.02% +2,807 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,759 shares; 2024Q4: 8,275 shares; 2025Q1: 8,275 shares; 2025Q2: 8,275 shares; 2025Q3: 8,275 shares; 2025Q4: 8,275 shares; 2026Q1: 8,275 shares; 2026Q2: 8,275 shares 8,275 $288K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,828 shares; 2026Q1: 4,828 shares; 2026Q2: 5,371 shares 5,371 $278K 0.02% +543 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,749 shares; 2025Q4: 2,766 shares; 2026Q1: 2,766 shares; 2026Q2: 2,767 shares 2,767 $267K 0.02% +1 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: 443 shares 443 $257K 0.02% new 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: 2,687 shares; 2024Q4: 2,518 shares; 2025Q1: 2,504 shares; 2025Q2: 2,476 shares; 2025Q3: 2,446 shares; 2025Q4: 2,204 shares; 2026Q1: 2,230 shares; 2026Q2: 2,239 shares 2,239 $254K 0.02% +9 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 382 shares 382 $244K 0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,707 shares 1,707 $238K 0.01% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 581 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 564 shares 564 $237K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,972 shares 5,972 $236K 0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 544 shares 544 $236K 0.01% new 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: 208 shares 208 $221K 0.01% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 301 shares 301 $218K 0.01% new 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: not reported; 2024Q4: 710 shares; 2025Q1: 730 shares; 2025Q2: 754 shares; 2025Q3: 750 shares; 2025Q4: 660 shares; 2026Q1: not reported; 2026Q2: 634 shares 634 $218K 0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 95 shares 95 $216K 0.01% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 1,638 shares 1,638 $214K 0.01% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,007 shares; 2024Q4: 4,007 shares; 2025Q1: 4,007 shares; 2025Q2: 4,007 shares; 2025Q3: 4,007 shares; 2025Q4: 4,007 shares; 2026Q1: 4,007 shares; 2026Q2: 4,007 shares 4,007 $213K 0.01% 0 Timeline