VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,509,184 shares; 2024Q4: 4,588,101 shares; 2025Q1: 4,615,680 shares; 2025Q2: 4,664,066 shares; 2025Q3: 4,702,931 shares; 2025Q4: 4,693,071 shares; 2026Q1: 4,644,885 shares; 2026Q2: 4,471,056 shares 4,471,056 $893M 33.98% -173,829 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: 2,712,925 shares; 2024Q4: 2,694,865 shares; 2025Q1: 2,713,731 shares; 2025Q2: 2,761,344 shares; 2025Q3: 2,767,697 shares; 2025Q4: 2,844,838 shares; 2026Q1: 2,833,098 shares; 2026Q2: 2,824,089 shares 2,824,089 $352M 13.4% -9,009 Timeline VSS 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: 1,856,248 shares; 2024Q4: 1,928,994 shares; 2025Q1: 1,935,130 shares; 2025Q2: 1,936,168 shares; 2025Q3: 1,898,348 shares; 2025Q4: 1,937,698 shares; 2026Q1: 1,905,214 shares; 2026Q2: 1,902,746 shares 1,902,746 $294M 11.17% -2,468 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; 2024Q3: 3,336,687 shares; 2024Q4: 3,361,437 shares; 2025Q1: 3,418,920 shares; 2025Q2: 3,515,423 shares; 2025Q3: 3,511,533 shares; 2025Q4: 3,607,787 shares; 2026Q1: 3,585,892 shares; 2026Q2: 3,553,024 shares 3,553,024 $261M 9.91% -32,868 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,593,335 shares; 2024Q4: 5,494,096 shares; 2025Q1: 5,421,401 shares; 2025Q2: 5,492,570 shares; 2025Q3: 5,380,394 shares; 2025Q4: 5,391,884 shares; 2026Q1: 5,616,586 shares; 2026Q2: 5,646,517 shares 5,646,517 $258M 9.82% +29,931 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: 2,346,677 shares; 2024Q4: 2,432,568 shares; 2025Q1: 2,432,059 shares; 2025Q2: 2,455,994 shares; 2025Q3: 2,395,790 shares; 2025Q4: 2,415,798 shares; 2026Q1: 2,360,214 shares; 2026Q2: 2,351,220 shares 2,351,220 $242M 9.22% -8,994 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: 282,279 shares; 2024Q4: 282,609 shares; 2025Q1: 282,919 shares; 2025Q2: 281,121 shares; 2025Q3: 281,484 shares; 2025Q4: 285,194 shares; 2026Q1: 283,035 shares; 2026Q2: 282,251 shares 282,251 $68.6M 2.61% -784 Timeline TURF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 6,367 shares; 2026Q2: 1,806,498 shares 1,806,498 $56.1M 2.14% +1,800,131 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,469 shares; 2024Q4: 324,108 shares; 2025Q1: 379,377 shares; 2025Q2: 443,987 shares; 2025Q3: 476,407 shares; 2025Q4: 789,138 shares; 2026Q1: 803,438 shares; 2026Q2: 844,702 shares 844,702 $41.6M 1.58% +41,264 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,446 shares; 2024Q4: 306,232 shares; 2025Q1: 212,424 shares; 2025Q2: 303,769 shares; 2025Q3: 624,440 shares; 2025Q4: 707,368 shares; 2026Q1: 811,694 shares; 2026Q2: 892,693 shares 892,693 $30.9M 1.18% +80,999 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: 638,283 shares; 2024Q4: 578,051 shares; 2025Q1: 532,723 shares; 2025Q2: 484,919 shares; 2025Q3: 486,331 shares; 2025Q4: 301,338 shares; 2026Q1: 278,155 shares; 2026Q2: 275,603 shares 275,603 $27.8M 1.06% -2,552 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,001 shares; 2024Q4: 149,288 shares; 2025Q1: 185,963 shares; 2025Q2: 240,420 shares; 2025Q3: 256,963 shares; 2025Q4: 284,304 shares; 2026Q1: 365,075 shares; 2026Q2: 414,707 shares 414,707 $19.6M 0.74% +49,632 Timeline AVTM 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: not reported; 2026Q1: 204,758 shares; 2026Q2: 192,119 shares 192,119 $10.5M 0.4% -12,639 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: 118,453 shares; 2024Q4: 118,750 shares; 2025Q1: 119,011 shares; 2025Q2: 119,501 shares; 2025Q3: 119,908 shares; 2025Q4: 120,225 shares; 2026Q1: 120,255 shares; 2026Q2: 120,467 shares 120,467 $8.42M 0.32% +212 Timeline VNQI 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: 146,434 shares; 2024Q4: 163,918 shares; 2025Q1: 169,804 shares; 2025Q2: 161,332 shares; 2025Q3: 161,829 shares; 2025Q4: 160,296 shares; 2026Q1: 160,127 shares; 2026Q2: 175,711 shares 175,711 $7.88M 0.3% +15,584 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: 5,415 shares; 2024Q4: 5,422 shares; 2025Q1: 5,341 shares; 2025Q2: 5,286 shares; 2025Q3: 5,292 shares; 2025Q4: 5,252 shares; 2026Q1: 5,251 shares; 2026Q2: 5,257 shares 5,257 $3.93M 0.15% +6 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: 2,012 shares; 2024Q4: 1,595 shares; 2025Q1: 1,597 shares; 2025Q2: 1,590 shares; 2025Q3: 1,699 shares; 2025Q4: 1,671 shares; 2026Q1: 4,163 shares; 2026Q2: 45,077 shares 45,077 $3.88M 0.15% +40,914 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,403 shares; 2024Q4: 31,967 shares; 2025Q1: 31,967 shares; 2025Q2: 32,536 shares; 2025Q3: 32,536 shares; 2025Q4: 33,071 shares; 2026Q1: 33,071 shares; 2026Q2: 33,784 shares 33,784 $2.59M 0.1% +713 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: 42,585 shares; 2024Q4: 43,645 shares; 2025Q1: 43,645 shares; 2025Q2: 43,645 shares; 2025Q3: 43,840 shares; 2025Q4: 44,934 shares; 2026Q1: 44,934 shares; 2026Q2: 44,934 shares 44,934 $2.37M 0.09% 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 reported; 2024Q4: 9,549 shares; 2025Q1: 9,550 shares; 2025Q2: 16,183 shares; 2025Q3: 16,239 shares; 2025Q4: 16,284 shares; 2026Q1: 16,274 shares; 2026Q2: 16,185 shares 16,185 $2.21M 0.08% -89 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: 3,603 shares; 2024Q4: 3,535 shares; 2025Q1: 3,443 shares; 2025Q2: 3,316 shares; 2025Q3: 3,757 shares; 2025Q4: 3,704 shares; 2026Q1: 4,203 shares; 2026Q2: 9,603 shares 9,603 $2.09M 0.08% +5,400 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,782 shares; 2024Q4: 1,782 shares; 2025Q1: 1,765 shares; 2025Q2: 1,766 shares; 2025Q3: 1,766 shares; 2025Q4: 1,766 shares; 2026Q1: 1,766 shares; 2026Q2: 14,824 shares 14,824 $1.84M 0.07% +13,058 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: 38,662 shares; 2024Q4: 38,773 shares; 2025Q1: 38,869 shares; 2025Q2: 38,986 shares; 2025Q3: 39,093 shares; 2025Q4: 38,862 shares; 2026Q1: 38,485 shares; 2026Q2: 38,485 shares 38,485 $1.71M 0.06% 0 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 reported; 2024Q4: not reported; 2025Q1: 1,830 shares; 2025Q2: 1,852 shares; 2025Q3: 10,999 shares; 2025Q4: 10,246 shares; 2026Q1: 10,257 shares; 2026Q2: 9,865 shares 9,865 $1.64M 0.06% -392 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,094 shares; 2026Q1: 25,246 shares; 2026Q2: 25,923 shares 25,923 $1.51M 0.06% +677 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 reported; 2024Q4: not reported; 2025Q1: 4,912 shares; 2025Q2: 5,927 shares; 2025Q3: 5,956 shares; 2025Q4: 11,456 shares; 2026Q1: 13,444 shares; 2026Q2: 14,855 shares 14,855 $1.45M 0.06% +1,411 Timeline XLE 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: 3,316 shares; 2024Q4: 3,334 shares; 2025Q1: 2,626 shares; 2025Q2: 3,961 shares; 2025Q3: 4,375 shares; 2025Q4: 6,081 shares; 2026Q1: 5,317 shares; 2026Q2: 26,388 shares 26,388 $1.4M 0.05% +21,071 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: 6,933 shares; 2024Q4: 7,048 shares; 2025Q1: 5,041 shares; 2025Q2: 5,038 shares; 2025Q3: 6,238 shares; 2025Q4: 5,033 shares; 2026Q1: 4,968 shares; 2026Q2: 4,651 shares 4,651 $1.35M 0.05% -317 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,434 shares; 2024Q4: 17,434 shares; 2025Q1: 17,434 shares; 2025Q2: 17,434 shares; 2025Q3: 17,434 shares; 2025Q4: 17,434 shares; 2026Q1: 17,434 shares; 2026Q2: 17,434 shares 17,434 $1.32M 0.05% 0 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: 3,416 shares; 2024Q4: 3,625 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,285 shares; 2025Q4: 3,283 shares; 2026Q1: 3,294 shares; 2026Q2: 3,332 shares 3,332 $1.23M 0.05% +38 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: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,899 shares; 2025Q3: 1,777 shares; 2025Q4: 1,758 shares; 2026Q1: 1,758 shares; 2026Q2: 1,691 shares 1,691 $1.19M 0.05% -67 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: 13,494 shares; 2024Q4: 13,056 shares; 2025Q1: 13,056 shares; 2025Q2: 13,056 shares; 2025Q3: 12,988 shares; 2025Q4: 12,988 shares; 2026Q1: 12,988 shares; 2026Q2: 12,988 shares 12,988 $1.14M 0.04% 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: 4,725 shares; 2024Q4: 4,730 shares; 2025Q1: 4,743 shares; 2025Q2: 4,743 shares; 2025Q3: 4,752 shares; 2025Q4: 4,449 shares; 2026Q1: 4,459 shares; 2026Q2: 4,468 shares 4,468 $1.06M 0.04% +9 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: 16,478 shares; 2024Q4: 16,514 shares; 2025Q1: 16,533 shares; 2025Q2: 16,559 shares; 2025Q3: 16,584 shares; 2025Q4: 16,613 shares; 2026Q1: 16,634 shares; 2026Q2: 16,658 shares 16,658 $1.01M 0.04% +24 Timeline VDE 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: 5,858 shares; 2024Q4: 6,227 shares; 2025Q1: 6,296 shares; 2025Q2: 6,484 shares; 2025Q3: 6,525 shares; 2025Q4: 6,528 shares; 2026Q1: 6,667 shares; 2026Q2: 6,588 shares 6,588 $989K 0.04% -79 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: 13,279 shares; 2024Q4: 13,549 shares; 2025Q1: 13,549 shares; 2025Q2: 13,753 shares; 2025Q3: 13,212 shares; 2025Q4: 11,818 shares; 2026Q1: 11,818 shares; 2026Q2: 11,981 shares 11,981 $986K 0.04% +163 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,940 shares; 2025Q1: 5,940 shares; 2025Q2: 5,940 shares; 2025Q3: 5,753 shares; 2025Q4: 5,753 shares; 2026Q1: 4,955 shares; 2026Q2: 4,955 shares 4,955 $842K 0.03% 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: 1,215 shares; 2024Q4: 1,147 shares; 2025Q1: 1,150 shares; 2025Q2: 1,153 shares; 2025Q3: 1,156 shares; 2025Q4: 1,160 shares; 2026Q1: 1,090 shares; 2026Q2: 1,093 shares 1,093 $818K 0.03% +3 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,598 shares; 2024Q4: 3,603 shares; 2025Q1: 3,526 shares; 2025Q2: 3,529 shares; 2025Q3: 3,289 shares; 2025Q4: 3,247 shares; 2026Q1: 3,250 shares; 2026Q2: 3,252 shares 3,252 $801K 0.03% +2 Timeline GNR 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: 14,599 shares; 2024Q4: 13,134 shares; 2025Q1: 13,134 shares; 2025Q2: 11,774 shares; 2025Q3: 11,774 shares; 2025Q4: 11,857 shares; 2026Q1: 11,857 shares; 2026Q2: 11,785 shares 11,785 $793K 0.03% -72 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: 6,861 shares; 2024Q4: 7,177 shares; 2025Q1: 7,298 shares; 2025Q2: 7,614 shares; 2025Q3: 8,280 shares; 2025Q4: 8,329 shares; 2026Q1: 8,147 shares; 2026Q2: 8,194 shares 8,194 $790K 0.03% +47 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; 2024Q3: 4,930 shares; 2024Q4: 4,933 shares; 2025Q1: 4,936 shares; 2025Q2: 4,939 shares; 2025Q3: 4,563 shares; 2025Q4: 4,563 shares; 2026Q1: 4,384 shares; 2026Q2: 4,973 shares 4,973 $786K 0.03% +589 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: 11,522 shares; 2024Q4: 12,432 shares; 2025Q1: 12,499 shares; 2025Q2: 12,603 shares; 2025Q3: 13,351 shares; 2025Q4: 13,502 shares; 2026Q1: 15,319 shares; 2026Q2: 15,449 shares 15,449 $781K 0.03% +130 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: 2,163 shares; 2024Q4: 2,089 shares; 2025Q1: 2,090 shares; 2025Q2: 2,091 shares; 2025Q3: 2,516 shares; 2025Q4: 2,132 shares; 2026Q1: 2,158 shares; 2026Q2: 2,054 shares 2,054 $766K 0.03% -104 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 3,914 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,239 shares 11,239 $658K 0.03% new 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: 2,022 shares; 2024Q4: 1,923 shares; 2025Q1: 1,782 shares; 2025Q2: 1,670 shares; 2025Q3: 3,439 shares; 2025Q4: 2,252 shares; 2026Q1: 1,856 shares; 2026Q2: 1,856 shares 1,856 $656K 0.02% 0 Timeline VAW 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: 2,728 shares; 2024Q4: 2,803 shares; 2025Q1: 2,833 shares; 2025Q2: 2,945 shares; 2025Q3: 2,800 shares; 2025Q4: 2,806 shares; 2026Q1: 2,804 shares; 2026Q2: 2,809 shares 2,809 $643K 0.02% +5 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: 3,285 shares; 2024Q4: 2,987 shares; 2025Q1: 2,531 shares; 2025Q2: 2,235 shares; 2025Q3: 2,201 shares; 2025Q4: 2,125 shares; 2026Q1: 1,782 shares; 2026Q2: 1,782 shares 1,782 $613K 0.02% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,973 shares; 2024Q4: 77,494 shares; 2025Q1: 78,062 shares; 2025Q2: 78,586 shares; 2025Q3: 79,188 shares; 2025Q4: 41,867 shares; 2026Q1: 42,219 shares; 2026Q2: 42,670 shares 42,670 $577K 0.02% +451 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: 7,232 shares; 2024Q4: 7,258 shares; 2025Q1: 7,275 shares; 2025Q2: 7,295 shares; 2025Q3: 7,315 shares; 2025Q4: 7,318 shares; 2026Q1: 7,319 shares; 2026Q2: 7,321 shares 7,321 $564K 0.02% +2 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: 4,284 shares; 2024Q4: 4,333 shares; 2025Q1: 4,357 shares; 2025Q2: 4,397 shares; 2025Q3: 4,437 shares; 2025Q4: 4,491 shares; 2026Q1: 4,517 shares; 2026Q2: 6,816 shares 6,816 $563K 0.02% +2,299 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 975 shares; 2024Q4: 896 shares; 2025Q1: 898 shares; 2025Q2: 857 shares; 2025Q3: 858 shares; 2025Q4: 851 shares; 2026Q1: 831 shares; 2026Q2: 779 shares 779 $535K 0.02% -52 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: 2,423 shares; 2024Q4: 2,519 shares; 2025Q1: 1,588 shares; 2025Q2: 1,475 shares; 2025Q3: 2,180 shares; 2025Q4: 1,999 shares; 2026Q1: 1,534 shares; 2026Q2: 1,436 shares 1,436 $513K 0.02% -98 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: 3,451 shares; 2024Q4: 3,468 shares; 2025Q1: 3,483 shares; 2025Q2: 3,498 shares; 2025Q3: 3,512 shares; 2025Q4: 3,528 shares; 2026Q1: 2,022 shares; 2026Q2: 1,979 shares 1,979 $480K 0.02% -43 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: 420 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 417 shares; 2025Q3: 628 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 419 shares 419 $392K 0.01% -8 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: 3,086 shares; 2024Q4: 4,681 shares; 2025Q1: 3,220 shares; 2025Q2: 19,208 shares; 2025Q3: 19,371 shares; 2025Q4: 3,256 shares; 2026Q1: 3,266 shares; 2026Q2: 3,500 shares 3,500 $383K 0.01% +234 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: 3,997 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,608 shares 7,608 $368K 0.01% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,684 shares; 2024Q4: 2,600 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,628 shares; 2025Q4: 1,628 shares; 2026Q1: 1,670 shares; 2026Q2: 1,540 shares 1,540 $367K 0.01% -130 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: 3,764 shares; 2024Q4: 3,738 shares; 2025Q1: 3,738 shares; 2025Q2: 3,738 shares; 2025Q3: 3,738 shares; 2025Q4: 3,738 shares; 2026Q1: 3,738 shares; 2026Q2: 3,738 shares 3,738 $360K 0.01% 0 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: 2,236 shares; 2024Q4: 2,236 shares; 2025Q1: 2,491 shares; 2025Q2: 2,492 shares; 2025Q3: 2,493 shares; 2025Q4: 2,138 shares; 2026Q1: 2,138 shares; 2026Q2: 2,138 shares 2,138 $351K 0.01% 0 Timeline BWX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,995 shares 15,995 $347K 0.01% new 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: 4,635 shares; 2024Q4: 4,705 shares; 2025Q1: 5,058 shares; 2025Q2: 5,098 shares; 2025Q3: 5,123 shares; 2025Q4: 4,815 shares; 2026Q1: 4,823 shares; 2026Q2: 4,848 shares 4,848 $345K 0.01% +25 Timeline SCHD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,675 shares 10,675 $339K 0.01% new Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,748 shares; 2024Q4: 7,748 shares; 2025Q1: 7,748 shares; 2025Q2: 7,748 shares; 2025Q3: 7,748 shares; 2025Q4: 7,748 shares; 2026Q1: 7,748 shares; 2026Q2: 7,748 shares 7,748 $334K 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: 269 shares; 2024Q4: 270 shares; 2025Q1: 330 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 270 shares; 2026Q1: 285 shares; 2026Q2: 270 shares 270 $324K 0.01% -15 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 8,194 shares 8,194 $304K 0.01% new 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: 2,716 shares; 2024Q4: 2,717 shares; 2025Q1: 2,717 shares; 2025Q2: 2,618 shares; 2025Q3: 2,619 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares; 2026Q2: 2,620 shares 2,620 $289K 0.01% 0 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: 7,579 shares; 2024Q4: 15,182 shares; 2025Q1: 12,354 shares; 2025Q2: 12,315 shares; 2025Q3: 12,347 shares; 2025Q4: 12,396 shares; 2026Q1: 12,310 shares; 2026Q2: 10,870 shares 10,870 $288K 0.01% -1,440 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: 1,310 shares; 2024Q4: 1,297 shares; 2025Q1: 1,021 shares; 2025Q2: 1,015 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 819 shares; 2026Q2: 790 shares 790 $279K 0.01% -29 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: 2,694 shares; 2024Q4: 2,696 shares; 2025Q1: 2,518 shares; 2025Q2: 2,519 shares; 2025Q3: 4,285 shares; 2025Q4: 4,287 shares; 2026Q1: 4,288 shares; 2026Q2: 2,524 shares 2,524 $278K 0.01% -1,764 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: 640 shares 640 $278K 0.01% new Timeline SCHH 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: 11,165 shares; 2024Q4: 11,165 shares; 2025Q1: 11,165 shares; 2025Q2: 11,165 shares; 2025Q3: 11,165 shares; 2025Q4: 11,165 shares; 2026Q1: 11,165 shares; 2026Q2: 11,165 shares 11,165 $264K 0.01% 0 Timeline GWX 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: 7,710 shares; 2024Q4: 7,336 shares; 2025Q1: 7,336 shares; 2025Q2: 6,149 shares; 2025Q3: 6,149 shares; 2025Q4: 6,221 shares; 2026Q1: 6,221 shares; 2026Q2: 5,993 shares 5,993 $262K 0.01% -228 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: 1,560 shares; 2024Q4: 1,551 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 792 shares; 2026Q2: 727 shares 727 $249K 0.01% -65 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 601 shares; 2026Q2: 511 shares 511 $244K 0.01% -90 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 481 shares; 2026Q2: 481 shares 481 $241K 0.01% 0 Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,926 shares; 2025Q4: 1,929 shares; 2026Q1: 1,931 shares; 2026Q2: 1,912 shares 1,912 $241K 0.01% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,171 shares; 2025Q4: 1,174 shares; 2026Q1: not reported; 2026Q2: 758 shares 758 $228K 0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 904 shares; 2024Q4: 901 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 743 shares 743 $225K 0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD 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: 2,774 shares; 2025Q4: 2,774 shares; 2026Q1: 2,774 shares; 2026Q2: 2,774 shares 2,774 $220K 0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,514 shares; 2024Q4: 3,514 shares; 2025Q1: 3,514 shares; 2025Q2: 3,514 shares; 2025Q3: 3,514 shares; 2025Q4: 3,514 shares; 2026Q1: 3,514 shares; 2026Q2: 2,239 shares 2,239 $220K 0.01% -1,275 Timeline SCHY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,926 shares 6,926 $220K 0.01% new Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,970 shares; 2026Q1: 1,979 shares; 2026Q2: 2,032 shares 2,032 $206K 0.01% +53 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $57K <0.01% 0 Timeline