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; 2024Q4: 540,275 shares; 2025Q1: 536,261 shares; 2025Q2: 540,013 shares; 2025Q3: 523,669 shares; 2025Q4: 513,392 shares; 2026Q1: 516,718 shares; 2026Q2: 525,107 shares; 2026Q3: 515,117 shares 515,117 $46.2M 6.58% -9,990 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; 2024Q4: 849,189 shares; 2025Q1: 866,706 shares; 2025Q2: 860,311 shares; 2025Q3: 830,955 shares; 2025Q4: 834,193 shares; 2026Q1: 806,005 shares; 2026Q2: 818,259 shares; 2026Q3: 923,856 shares 923,856 $34.7M 4.94% +105,597 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; 2024Q4: 262,487 shares; 2025Q1: 266,619 shares; 2025Q2: 267,665 shares; 2025Q3: 270,908 shares; 2025Q4: 282,748 shares; 2026Q1: 288,775 shares; 2026Q2: 297,254 shares; 2026Q3: 393,600 shares 393,600 $30.4M 4.33% +96,346 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 619,991 shares 619,991 $30.4M 4.32% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136,653 shares; 2025Q1: 138,765 shares; 2025Q2: 139,552 shares; 2025Q3: 140,002 shares; 2025Q4: 141,892 shares; 2026Q1: 141,272 shares; 2026Q2: 142,237 shares; 2026Q3: 131,330 shares 131,330 $28.4M 4.04% -10,907 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; 2024Q4: 1,125,563 shares; 2025Q1: 1,333,299 shares; 2025Q2: 1,361,482 shares; 2025Q3: 1,407,623 shares; 2025Q4: 1,482,893 shares; 2026Q1: 1,541,722 shares; 2026Q2: 1,592,020 shares; 2026Q3: 661,040 shares 661,040 $26.5M 3.77% -930,980 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; 2024Q4: 1,140,839 shares; 2025Q1: 1,148,337 shares; 2025Q2: 1,156,115 shares; 2025Q3: 1,182,022 shares; 2025Q4: 1,220,654 shares; 2026Q1: 1,245,625 shares; 2026Q2: 1,271,511 shares; 2026Q3: 555,735 shares 555,735 $25.8M 3.67% -715,776 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; 2024Q4: 51,535 shares; 2025Q1: 50,421 shares; 2025Q2: 51,263 shares; 2025Q3: 49,154 shares; 2025Q4: 47,749 shares; 2026Q1: 48,026 shares; 2026Q2: 290,322 shares; 2026Q3: 270,848 shares 270,848 $24.4M 3.47% -19,474 Timeline DUHP DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 526,515 shares 526,515 $22.1M 3.14% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,478 shares; 2025Q1: 30,660 shares; 2025Q2: 30,138 shares; 2025Q3: 29,973 shares; 2025Q4: 29,467 shares; 2026Q1: 29,309 shares; 2026Q2: 28,809 shares; 2026Q3: 28,237 shares 28,237 $21.6M 3.08% -572 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; 2024Q4: 456,870 shares; 2025Q1: 427,708 shares; 2025Q2: 414,685 shares; 2025Q3: 401,280 shares; 2025Q4: 389,004 shares; 2026Q1: 373,279 shares; 2026Q2: 377,359 shares; 2026Q3: 372,724 shares 372,724 $20.8M 2.96% -4,635 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 617,773 shares 617,773 $19.9M 2.84% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,416 shares; 2025Q1: 3,045 shares; 2025Q2: 3,045 shares; 2025Q3: 3,045 shares; 2025Q4: 2,865 shares; 2026Q1: 2,865 shares; 2026Q2: 2,981 shares; 2026Q3: 220,982 shares 220,982 $19.8M 2.82% +218,001 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; 2024Q4: 15,288 shares; 2025Q1: 15,859 shares; 2025Q2: 15,739 shares; 2025Q3: 15,697 shares; 2025Q4: 16,881 shares; 2026Q1: 16,167 shares; 2026Q2: 16,753 shares; 2026Q3: 16,911 shares 16,911 $19.6M 2.78% +158 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; 2024Q4: 796,884 shares; 2025Q1: 814,257 shares; 2025Q2: 817,775 shares; 2025Q3: 800,445 shares; 2025Q4: 795,125 shares; 2026Q1: 769,872 shares; 2026Q2: 745,037 shares; 2026Q3: 445,108 shares 445,108 $17.5M 2.49% -299,929 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 511,481 shares; 2025Q1: 480,941 shares; 2025Q2: 486,699 shares; 2025Q3: 480,855 shares; 2025Q4: 484,539 shares; 2026Q1: 478,569 shares; 2026Q2: 482,643 shares; 2026Q3: 450,841 shares 450,841 $15.2M 2.16% -31,802 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 397,836 shares; 2025Q2: 473,893 shares; 2025Q3: 552,597 shares; 2025Q4: 651,724 shares; 2026Q1: 717,238 shares; 2026Q2: 738,963 shares; 2026Q3: 264,225 shares 264,225 $13.5M 1.92% -474,738 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 111,199 shares 111,199 $13.2M 1.87% new Timeline DFSV DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 166,346 shares 166,346 $12.9M 1.83% new Timeline AVSC 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 175,515 shares 175,515 $12.1M 1.73% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 122,988 shares 122,988 $11.6M 1.65% new 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; 2024Q4: 873,991 shares; 2025Q1: 457,399 shares; 2025Q2: 376,548 shares; 2025Q3: 302,599 shares; 2025Q4: 241,950 shares; 2026Q1: 191,418 shares; 2026Q2: 173,938 shares; 2026Q3: 244,414 shares 244,414 $11.5M 1.63% +70,476 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 972,182 shares; 2025Q1: 847,825 shares; 2025Q2: 673,636 shares; 2025Q3: 487,427 shares; 2025Q4: 351,545 shares; 2026Q1: 328,138 shares; 2026Q2: 350,343 shares; 2026Q3: 195,742 shares 195,742 $9.88M 1.41% -154,601 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,950 shares; 2025Q1: 19,766 shares; 2025Q2: 19,114 shares; 2025Q3: 18,611 shares; 2025Q4: 18,450 shares; 2026Q1: 18,321 shares; 2026Q2: 73,138 shares; 2026Q3: 73,090 shares 73,090 $9.16M 1.3% -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; 2024Q4: 12,481 shares; 2025Q1: 11,662 shares; 2025Q2: 11,381 shares; 2025Q3: 11,417 shares; 2025Q4: 11,197 shares; 2026Q1: 11,185 shares; 2026Q2: 11,180 shares; 2026Q3: 11,173 shares 11,173 $8.52M 1.21% -7 Timeline JPST 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; 2024Q4: 11,160 shares; 2025Q1: 24,973 shares; 2025Q2: 15,401 shares; 2025Q3: 13,692 shares; 2025Q4: 12,347 shares; 2026Q1: 11,698 shares; 2026Q2: 16,135 shares; 2026Q3: 157,524 shares 157,524 $7.93M 1.13% +141,389 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 604,348 shares 604,348 $7.79M 1.11% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,505 shares; 2025Q1: 11,446 shares; 2025Q2: 11,417 shares; 2025Q3: 11,223 shares; 2025Q4: 10,958 shares; 2026Q1: 10,851 shares; 2026Q2: 10,840 shares; 2026Q3: 10,901 shares 10,901 $7.64M 1.09% +61 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 310,370 shares 310,370 $7.53M 1.07% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,277 shares; 2025Q1: 3,300 shares; 2025Q2: 3,371 shares; 2025Q3: 3,378 shares; 2025Q4: 3,400 shares; 2026Q1: 3,418 shares; 2026Q2: 3,483 shares; 2026Q3: 75,452 shares 75,452 $7.52M 1.07% +71,969 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 105,101 shares 105,101 $7.2M 1.02% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 91,707 shares 91,707 $7.13M 1.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 122,761 shares 122,761 $6.96M 0.99% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 132,851 shares 132,851 $6.71M 0.95% new 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; 2024Q4: 145,554 shares; 2025Q1: 145,266 shares; 2025Q2: 149,660 shares; 2025Q3: 152,597 shares; 2025Q4: 151,722 shares; 2026Q1: 154,559 shares; 2026Q2: 154,268 shares; 2026Q3: 155,530 shares 155,530 $6.44M 0.92% +1,262 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,065 shares; 2025Q1: 14,438 shares; 2025Q2: 14,492 shares; 2025Q3: 15,594 shares; 2025Q4: 16,157 shares; 2026Q1: 17,264 shares; 2026Q2: 18,121 shares; 2026Q3: 18,906 shares 18,906 $6.3M 0.9% +785 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,730 shares; 2025Q1: 114,139 shares; 2025Q2: 113,392 shares; 2025Q3: 112,738 shares; 2025Q4: 112,120 shares; 2026Q1: 109,117 shares; 2026Q2: 108,668 shares; 2026Q3: 107,348 shares 107,348 $5.84M 0.83% -1,320 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,028 shares; 2025Q1: 26,912 shares; 2025Q2: 26,250 shares; 2025Q3: 26,248 shares; 2025Q4: 25,652 shares; 2026Q1: 25,489 shares; 2026Q2: 25,006 shares; 2026Q3: 24,741 shares 24,741 $5.15M 0.73% -265 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,709 shares; 2025Q1: 14,380 shares; 2025Q2: 15,677 shares; 2025Q3: 16,472 shares; 2025Q4: 16,765 shares; 2026Q1: 17,855 shares; 2026Q2: 20,305 shares; 2026Q3: 21,828 shares 21,828 $4.99M 0.71% +1,523 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; 2024Q4: 66,641 shares; 2025Q1: 74,771 shares; 2025Q2: 72,122 shares; 2025Q3: 81,991 shares; 2025Q4: 81,422 shares; 2026Q1: 84,405 shares; 2026Q2: 92,522 shares; 2026Q3: 95,158 shares 95,158 $4.98M 0.71% +2,636 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,175 shares; 2025Q1: 61,010 shares; 2025Q2: 62,480 shares; 2025Q3: 61,980 shares; 2025Q4: 61,238 shares; 2026Q1: 60,777 shares; 2026Q2: 60,619 shares; 2026Q3: 59,940 shares 59,940 $4.74M 0.67% -679 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; 2024Q4: 64,328 shares; 2025Q1: 64,539 shares; 2025Q2: 66,760 shares; 2025Q3: 66,099 shares; 2025Q4: 75,232 shares; 2026Q1: 65,560 shares; 2026Q2: 65,560 shares; 2026Q3: 63,435 shares 63,435 $4.45M 0.63% -2,125 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,436 shares; 2025Q1: 13,892 shares; 2025Q2: 19,838 shares; 2025Q3: 19,628 shares; 2025Q4: 17,726 shares; 2026Q1: 21,821 shares; 2026Q2: 21,658 shares; 2026Q3: 18,914 shares 18,914 $4.2M 0.6% -2,744 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,164 shares; 2025Q1: 4,202 shares; 2025Q2: 5,526 shares; 2025Q3: 5,679 shares; 2025Q4: 5,849 shares; 2026Q1: 5,876 shares; 2026Q2: 5,893 shares; 2026Q3: 8,121 shares 8,121 $4.17M 0.59% +2,228 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; 2024Q4: 169,720 shares; 2025Q1: 84,033 shares; 2025Q2: 73,509 shares; 2025Q3: 66,358 shares; 2025Q4: 61,544 shares; 2026Q1: 59,430 shares; 2026Q2: 58,965 shares; 2026Q3: 50,740 shares 50,740 $3.97M 0.57% -8,225 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 283,103 shares; 2025Q1: 284,005 shares; 2025Q2: 290,171 shares; 2025Q3: 298,455 shares; 2025Q4: 301,097 shares; 2026Q1: 305,143 shares; 2026Q2: 310,187 shares; 2026Q3: 101,588 shares 101,588 $3.97M 0.56% -208,599 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,107 shares; 2025Q1: 11,974 shares; 2025Q2: 11,773 shares; 2025Q3: 11,679 shares; 2025Q4: 11,331 shares; 2026Q1: 11,239 shares; 2026Q2: 11,116 shares; 2026Q3: 10,724 shares 10,724 $2.84M 0.4% -392 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,875 shares; 2025Q1: 14,764 shares; 2025Q2: 14,261 shares; 2025Q3: 14,216 shares; 2025Q4: 14,153 shares; 2026Q1: 13,968 shares; 2026Q2: 13,168 shares; 2026Q3: 12,237 shares 12,237 $2.79M 0.4% -931 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; 2024Q4: 9,508 shares; 2025Q1: 8,085 shares; 2025Q2: 8,065 shares; 2025Q3: 7,892 shares; 2025Q4: 7,879 shares; 2026Q1: 7,697 shares; 2026Q2: 7,576 shares; 2026Q3: 6,757 shares 6,757 $2.38M 0.34% -819 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,299 shares; 2025Q1: 17,158 shares; 2025Q2: 17,082 shares; 2025Q3: 16,965 shares; 2025Q4: 16,965 shares; 2026Q1: 16,633 shares; 2026Q2: 16,305 shares; 2026Q3: 16,209 shares 16,209 $2.31M 0.33% -96 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,226 shares; 2025Q1: 4,803 shares; 2025Q2: 4,956 shares; 2025Q3: 5,019 shares; 2025Q4: 5,248 shares; 2026Q1: 5,629 shares; 2026Q2: 6,081 shares; 2026Q3: 6,513 shares 6,513 $2.24M 0.32% +432 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; 2024Q4: 80,421 shares; 2025Q1: 80,236 shares; 2025Q2: 79,392 shares; 2025Q3: 78,469 shares; 2025Q4: 73,943 shares; 2026Q1: 73,855 shares; 2026Q2: 73,830 shares; 2026Q3: 73,736 shares 73,736 $2.21M 0.31% -94 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; 2024Q4: 5,565 shares; 2025Q1: 6,552 shares; 2025Q2: 6,654 shares; 2025Q3: 6,998 shares; 2025Q4: 6,911 shares; 2026Q1: 7,408 shares; 2026Q2: 7,917 shares; 2026Q3: 8,543 shares 8,543 $2.13M 0.3% +626 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; 2024Q4: 9,029 shares; 2025Q1: 9,004 shares; 2025Q2: 9,025 shares; 2025Q3: 8,797 shares; 2025Q4: 7,683 shares; 2026Q1: 7,515 shares; 2026Q2: 7,515 shares; 2026Q3: 7,476 shares 7,476 $2.13M 0.3% -39 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,783 shares; 2025Q1: 24,242 shares; 2025Q2: 22,160 shares; 2025Q3: 20,611 shares; 2025Q4: 20,098 shares; 2026Q1: 19,857 shares; 2026Q2: 19,242 shares; 2026Q3: 17,682 shares 17,682 $2.12M 0.3% -1,560 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,611 shares; 2025Q1: 38,893 shares; 2025Q2: 34,301 shares; 2025Q3: 31,880 shares; 2025Q4: 30,554 shares; 2026Q1: 29,403 shares; 2026Q2: 28,705 shares; 2026Q3: 25,411 shares 25,411 $1.98M 0.28% -3,294 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; 2024Q4: 38,229 shares; 2025Q1: 37,906 shares; 2025Q2: 37,906 shares; 2025Q3: 37,232 shares; 2025Q4: 37,236 shares; 2026Q1: 31,521 shares; 2026Q2: 32,738 shares; 2026Q3: 31,676 shares 31,676 $1.88M 0.27% -1,062 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; 2024Q4: 3,061 shares; 2025Q1: 3,317 shares; 2025Q2: 3,904 shares; 2025Q3: 3,922 shares; 2025Q4: 3,919 shares; 2026Q1: 4,080 shares; 2026Q2: 5,239 shares; 2026Q3: 5,518 shares 5,518 $1.83M 0.26% +279 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,268 shares; 2025Q1: 26,723 shares; 2025Q2: 26,723 shares; 2025Q3: 26,723 shares; 2025Q4: 22,245 shares; 2026Q1: 22,245 shares; 2026Q2: 23,501 shares; 2026Q3: 21,090 shares 21,090 $1.75M 0.25% -2,411 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,254 shares; 2025Q1: 7,149 shares; 2025Q2: 7,149 shares; 2025Q3: 6,990 shares; 2025Q4: 6,824 shares; 2026Q1: 6,680 shares; 2026Q2: 6,616 shares; 2026Q3: 6,437 shares 6,437 $1.6M 0.23% -179 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,727 shares; 2025Q1: 1,727 shares; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 1,606 shares; 2026Q1: 1,606 shares; 2026Q2: 12,587 shares; 2026Q3: 12,101 shares 12,101 $1.52M 0.22% -486 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,006 shares; 2025Q1: 40,947 shares; 2025Q2: 35,764 shares; 2025Q3: 35,764 shares; 2025Q4: 31,613 shares; 2026Q1: 31,084 shares; 2026Q2: 31,084 shares; 2026Q3: 30,021 shares 30,021 $1.51M 0.22% -1,063 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,354 shares; 2025Q1: 17,084 shares; 2025Q2: 15,262 shares; 2025Q3: 15,002 shares; 2025Q4: 15,002 shares; 2026Q1: 14,371 shares; 2026Q2: 14,095 shares; 2026Q3: 14,399 shares 14,399 $1.39M 0.2% +304 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; 2024Q4: 8,568 shares; 2025Q1: 8,105 shares; 2025Q2: 7,965 shares; 2025Q3: 7,656 shares; 2025Q4: 7,462 shares; 2026Q1: 7,240 shares; 2026Q2: 6,903 shares; 2026Q3: 6,028 shares 6,028 $1.39M 0.2% -875 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 880 shares; 2025Q1: 1,469 shares; 2025Q2: 2,260 shares; 2025Q3: 2,286 shares; 2025Q4: 2,591 shares; 2026Q1: 2,680 shares; 2026Q2: 3,059 shares; 2026Q3: 3,278 shares 3,278 $1.15M 0.16% +219 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,173 shares; 2026Q2: 1,164 shares; 2026Q3: 4,334 shares 4,334 $1.15M 0.16% +3,170 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; 2024Q4: 36,703 shares; 2025Q1: 36,703 shares; 2025Q2: 36,703 shares; 2025Q3: 36,703 shares; 2025Q4: 36,413 shares; 2026Q1: 36,413 shares; 2026Q2: 36,413 shares; 2026Q3: 35,127 shares 35,127 $1.15M 0.16% -1,286 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 301 shares; 2026Q3: 1,549 shares 1,549 $1.15M 0.16% +1,248 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; 2024Q4: 973 shares; 2025Q1: 1,167 shares; 2025Q2: 1,275 shares; 2025Q3: 1,378 shares; 2025Q4: 1,272 shares; 2026Q1: 1,419 shares; 2026Q2: 1,441 shares; 2026Q3: 1,553 shares 1,553 $1.13M 0.16% +112 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,187 shares; 2026Q2: 8,159 shares; 2026Q3: 7,093 shares 7,093 $1.06M 0.15% -1,066 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,176 shares; 2025Q1: 1,857 shares; 2025Q2: 1,867 shares; 2025Q3: 1,778 shares; 2025Q4: 1,872 shares; 2026Q1: 2,182 shares; 2026Q2: 2,332 shares; 2026Q3: 2,653 shares 2,653 $941K 0.13% +321 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,947 shares; 2025Q1: 37,461 shares; 2025Q2: 39,133 shares; 2025Q3: 37,492 shares; 2025Q4: 39,082 shares; 2026Q1: 38,472 shares; 2026Q2: 37,777 shares; 2026Q3: 25,295 shares 25,295 $936K 0.13% -12,482 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,113 shares; 2025Q1: not reported; 2025Q2: 1,528 shares; 2025Q3: 1,610 shares; 2025Q4: 1,833 shares; 2026Q1: 2,213 shares; 2026Q2: 2,533 shares; 2026Q3: 2,714 shares 2,714 $925K 0.13% +181 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; 2024Q4: 49,600 shares; 2025Q1: 50,393 shares; 2025Q2: 49,715 shares; 2025Q3: 51,568 shares; 2025Q4: 49,593 shares; 2026Q1: 50,858 shares; 2026Q2: 54,279 shares; 2026Q3: 31,352 shares 31,352 $848K 0.12% -22,927 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; 2024Q4: 30,306 shares; 2025Q1: 30,306 shares; 2025Q2: 30,125 shares; 2025Q3: 30,125 shares; 2025Q4: 30,125 shares; 2026Q1: 30,125 shares; 2026Q2: 30,287 shares; 2026Q3: 30,287 shares 30,287 $832K 0.12% 0 Timeline BIV 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; 2024Q4: 19,608 shares; 2025Q1: 19,473 shares; 2025Q2: 14,048 shares; 2025Q3: 14,048 shares; 2025Q4: 11,570 shares; 2026Q1: 11,570 shares; 2026Q2: 11,570 shares; 2026Q3: 11,257 shares 11,257 $820K 0.12% -313 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,189 shares 6,189 $815K 0.12% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,011 shares; 2026Q3: 1,223 shares 1,223 $748K 0.11% +212 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 518 shares; 2026Q3: 690 shares 690 $735K 0.1% +172 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,725 shares; 2025Q1: 13,552 shares; 2025Q2: 13,552 shares; 2025Q3: 13,552 shares; 2025Q4: 13,552 shares; 2026Q1: 13,466 shares; 2026Q2: 13,466 shares; 2026Q3: 13,466 shares 13,466 $705K 0.1% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,597 shares; 2025Q1: 11,528 shares; 2025Q2: 10,263 shares; 2025Q3: 10,263 shares; 2025Q4: 10,049 shares; 2026Q1: 9,989 shares; 2026Q2: 9,607 shares; 2026Q3: 9,404 shares 9,404 $696K 0.1% -203 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,802 shares; 2025Q1: 1,906 shares; 2025Q2: 1,997 shares; 2025Q3: 2,000 shares; 2025Q4: 2,030 shares; 2026Q1: 2,093 shares; 2026Q2: 2,192 shares; 2026Q3: 2,208 shares 2,208 $690K 0.1% +16 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; 2024Q4: 652 shares; 2025Q1: 770 shares; 2025Q2: 871 shares; 2025Q3: 828 shares; 2025Q4: 921 shares; 2026Q1: 1,030 shares; 2026Q2: 1,002 shares; 2026Q3: 1,345 shares 1,345 $670K 0.1% +343 Timeline VUSB 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; 2024Q4: 7,422 shares; 2025Q1: 9,948 shares; 2025Q2: 12,042 shares; 2025Q3: 19,587 shares; 2025Q4: 27,840 shares; 2026Q1: 26,304 shares; 2026Q2: 24,276 shares; 2026Q3: 13,507 shares 13,507 $669K 0.1% -10,769 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; 2024Q4: 34,653 shares; 2025Q1: 34,653 shares; 2025Q2: 34,055 shares; 2025Q3: 33,948 shares; 2025Q4: 32,903 shares; 2026Q1: 29,662 shares; 2026Q2: 25,610 shares; 2026Q3: 19,393 shares 19,393 $646K 0.09% -6,217 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,779 shares; 2025Q1: 6,758 shares; 2025Q2: 6,118 shares; 2025Q3: 5,275 shares; 2025Q4: 5,185 shares; 2026Q1: 5,170 shares; 2026Q2: 4,882 shares; 2026Q3: 4,882 shares 4,882 $625K 0.09% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,826 shares; 2025Q3: 8,453 shares; 2025Q4: 8,987 shares; 2026Q1: 8,987 shares; 2026Q2: 14,640 shares; 2026Q3: 13,419 shares 13,419 $596K 0.08% -1,221 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,925 shares; 2025Q1: 2,930 shares; 2025Q2: 2,957 shares; 2025Q3: 2,913 shares; 2025Q4: 2,923 shares; 2026Q1: 2,948 shares; 2026Q2: 2,952 shares; 2026Q3: 2,958 shares 2,958 $594K 0.08% +6 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,973 shares; 2025Q1: 11,223 shares; 2025Q2: 11,349 shares; 2025Q3: 11,589 shares; 2025Q4: 11,641 shares; 2026Q1: 11,690 shares; 2026Q2: 11,736 shares; 2026Q3: 11,757 shares 11,757 $593K 0.08% +21 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; 2024Q4: 4,848 shares; 2025Q1: 4,714 shares; 2025Q2: 4,527 shares; 2025Q3: 4,277 shares; 2025Q4: 4,126 shares; 2026Q1: 4,093 shares; 2026Q2: 3,953 shares; 2026Q3: 3,953 shares 3,953 $579K 0.08% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 511 shares; 2025Q3: 514 shares; 2025Q4: 517 shares; 2026Q1: 537 shares; 2026Q2: 559 shares; 2026Q3: 560 shares 560 $532K 0.08% +1 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,368 shares; 2025Q1: 13,485 shares; 2025Q2: 13,232 shares; 2025Q3: 10,437 shares; 2025Q4: 9,853 shares; 2026Q1: 8,640 shares; 2026Q2: 8,392 shares; 2026Q3: 6,777 shares 6,777 $511K 0.07% -1,615 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,799 shares; 2025Q1: 6,008 shares; 2025Q2: 6,922 shares; 2025Q3: 6,942 shares; 2025Q4: 7,178 shares; 2026Q1: 7,631 shares; 2026Q2: 8,166 shares; 2026Q3: 9,268 shares 9,268 $504K 0.07% +1,102 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,977 shares; 2025Q1: 1,977 shares; 2025Q2: 1,977 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares; 2026Q1: 1,822 shares; 2026Q2: 1,822 shares; 2026Q3: 1,776 shares 1,776 $494K 0.07% -46 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; 2024Q4: 5,068 shares; 2025Q1: 4,270 shares; 2025Q2: 4,208 shares; 2025Q3: 4,221 shares; 2025Q4: 4,208 shares; 2026Q1: 4,208 shares; 2026Q2: 4,208 shares; 2026Q3: 4,208 shares 4,208 $430K 0.06% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,609 shares; 2026Q2: 1,838 shares; 2026Q3: 2,621 shares 2,621 $427K 0.06% +783 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; 2024Q4: 4,369 shares; 2025Q1: 3,554 shares; 2025Q2: 3,554 shares; 2025Q3: 3,079 shares; 2025Q4: 3,079 shares; 2026Q1: 3,079 shares; 2026Q2: 3,079 shares; 2026Q3: 3,079 shares 3,079 $417K 0.06% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,007 shares 4,007 $417K 0.06% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,854 shares; 2025Q1: 13,258 shares; 2025Q2: 13,258 shares; 2025Q3: 13,258 shares; 2025Q4: 13,040 shares; 2026Q1: 13,040 shares; 2026Q2: 13,040 shares; 2026Q3: 8,517 shares 8,517 $415K 0.06% -4,523 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; 2024Q4: 6,300 shares; 2025Q1: 6,307 shares; 2025Q2: 6,337 shares; 2025Q3: 6,348 shares; 2025Q4: 6,356 shares; 2026Q1: 6,356 shares; 2026Q2: 6,358 shares; 2026Q3: 5,737 shares 5,737 $405K 0.06% -621 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,943 shares; 2025Q1: 3,059 shares; 2025Q2: 2,829 shares; 2025Q3: 1,956 shares; 2025Q4: 2,117 shares; 2026Q1: 2,368 shares; 2026Q2: 2,469 shares; 2026Q3: 2,680 shares 2,680 $389K 0.06% +211 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,480 shares; 2025Q3: 1,539 shares; 2025Q4: 1,592 shares; 2026Q1: 1,753 shares; 2026Q2: not reported; 2026Q3: 1,994 shares 1,994 $373K 0.05% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,095 shares; 2025Q1: 4,801 shares; 2025Q2: 4,445 shares; 2025Q3: 4,375 shares; 2025Q4: 3,243 shares; 2026Q1: 3,125 shares; 2026Q2: 2,992 shares; 2026Q3: 2,663 shares 2,663 $362K 0.05% -329 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,367 shares 1,367 $346K 0.05% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,191 shares; 2026Q3: 2,871 shares 2,871 $345K 0.05% +680 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,384 shares; 2025Q1: 2,203 shares; 2025Q2: 2,203 shares; 2025Q3: 2,203 shares; 2025Q4: 2,203 shares; 2026Q1: 2,203 shares; 2026Q2: 2,203 shares; 2026Q3: 2,203 shares 2,203 $342K 0.05% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,468 shares; 2025Q1: 11,468 shares; 2025Q2: 11,468 shares; 2025Q3: 11,468 shares; 2025Q4: 11,468 shares; 2026Q1: 11,468 shares; 2026Q2: 11,468 shares; 2026Q3: 11,468 shares 11,468 $336K 0.05% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 307 shares; 2026Q2: 341 shares; 2026Q3: 412 shares 412 $334K 0.05% +71 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,906 shares; 2025Q1: 3,016 shares; 2025Q2: 3,078 shares; 2025Q3: 3,121 shares; 2025Q4: 2,826 shares; 2026Q1: 2,872 shares; 2026Q2: 2,900 shares; 2026Q3: 2,899 shares 2,899 $330K 0.05% -1 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 882 shares; 2026Q1: 1,046 shares; 2026Q2: 1,131 shares; 2026Q3: 1,258 shares 1,258 $329K 0.05% +127 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 936 shares; 2026Q3: 998 shares 998 $328K 0.05% +62 Timeline VOOG 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; 2024Q4: 739 shares; 2025Q1: 677 shares; 2025Q2: 665 shares; 2025Q3: 653 shares; 2025Q4: 617 shares; 2026Q1: 733 shares; 2026Q2: 4,311 shares; 2026Q3: 3,826 shares 3,826 $327K 0.05% -485 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,520 shares; 2026Q1: 2,668 shares; 2026Q2: 2,600 shares; 2026Q3: 3,080 shares 3,080 $320K 0.05% +480 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 574 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 601 shares; 2026Q3: 876 shares 876 $315K 0.04% +275 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 720 shares 720 $304K 0.04% 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; 2024Q4: 678 shares; 2025Q1: 689 shares; 2025Q2: 857 shares; 2025Q3: 791 shares; 2025Q4: 744 shares; 2026Q1: 623 shares; 2026Q2: 1,023 shares; 2026Q3: 1,063 shares 1,063 $302K 0.04% +40 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 523 shares; 2026Q3: 547 shares 547 $280K 0.04% +24 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,236 shares; 2026Q3: 2,310 shares 2,310 $249K 0.04% +74 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,802 shares; 2026Q3: 8,802 shares 8,802 $246K 0.04% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,798 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,509 shares; 2026Q1: 2,372 shares; 2026Q2: 2,337 shares; 2026Q3: 2,337 shares 2,337 $239K 0.03% 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; 2024Q4: 2,116 shares; 2025Q1: 2,136 shares; 2025Q2: 1,943 shares; 2025Q3: 1,925 shares; 2025Q4: 1,875 shares; 2026Q1: 257 shares; 2026Q2: 278 shares; 2026Q3: 262 shares 262 $239K 0.03% -16 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,585 shares; 2025Q1: 7,006 shares; 2025Q2: 7,006 shares; 2025Q3: 6,797 shares; 2025Q4: 6,797 shares; 2026Q1: 6,797 shares; 2026Q2: 6,797 shares; 2026Q3: 4,718 shares 4,718 $237K 0.03% -2,079 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,222 shares; 2026Q3: 4,222 shares 4,222 $232K 0.03% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,692 shares; 2025Q1: 2,740 shares; 2025Q2: 2,750 shares; 2025Q3: 2,798 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares; 2026Q2: 2,842 shares; 2026Q3: 2,849 shares 2,849 $231K 0.03% +7 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 399 shares 399 $220K 0.03% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,165 shares; 2025Q4: 2,743 shares; 2026Q1: 2,433 shares; 2026Q2: 2,803 shares; 2026Q3: 2,803 shares 2,803 $219K 0.03% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,609 shares; 2025Q4: 6,609 shares; 2026Q1: 6,609 shares; 2026Q2: 6,184 shares; 2026Q3: 5,911 shares 5,911 $215K 0.03% -273 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 420 shares; 2026Q3: 420 shares 420 $214K 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,115 shares 1,115 $213K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 799 shares 799 $212K 0.03% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,026 shares 1,026 $210K 0.03% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,351 shares; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,389 shares; 2025Q4: 1,399 shares; 2026Q1: 1,398 shares; 2026Q2: 1,356 shares; 2026Q3: 1,324 shares 1,324 $209K 0.03% -32 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 482 shares; 2026Q3: 450 shares 450 $205K 0.03% -32 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,379 shares 1,379 $200K 0.03% new Timeline MPLT MAPLIGHT THERAPEUTICS INC More: the full row for MAPLIGHT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,124 shares; 2026Q2: 14,124 shares; 2026Q3: 14,124 shares 14,124 $144K 0.02% 0 Timeline