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: 155,107 shares; 2024Q4: 165,887 shares; 2025Q1: 186,549 shares; 2025Q2: 198,635 shares; 2025Q3: 200,959 shares; 2025Q4: 199,759 shares; 2026Q1: 208,790 shares; 2026Q2: 218,387 shares 218,387 $150M 23.26% +9,597 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: 530,852 shares; 2024Q4: 625,075 shares; 2025Q1: 708,687 shares; 2025Q2: 746,153 shares; 2025Q3: 943,038 shares; 2025Q4: 1,093,032 shares; 2026Q1: 1,205,223 shares; 2026Q2: 1,281,135 shares 1,281,135 $74.6M 11.56% +75,912 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: 428,014 shares; 2024Q4: 469,939 shares; 2025Q1: 527,514 shares; 2025Q2: 535,975 shares; 2025Q3: 550,414 shares; 2025Q4: 570,460 shares; 2026Q1: 662,483 shares; 2026Q2: 721,836 shares 721,836 $51.4M 7.98% +59,353 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: 130,206 shares; 2024Q4: 138,281 shares; 2025Q1: 154,019 shares; 2025Q2: 166,130 shares; 2025Q3: 170,140 shares; 2025Q4: 174,035 shares; 2026Q1: 182,970 shares; 2026Q2: 192,454 shares 192,454 $47.4M 7.35% +9,484 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: 70,527 shares; 2024Q4: 70,471 shares; 2025Q1: 76,246 shares; 2025Q2: 85,642 shares; 2025Q3: 84,271 shares; 2025Q4: 90,787 shares; 2026Q1: 94,342 shares; 2026Q2: 108,519 shares 108,519 $40.2M 6.23% +14,177 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,290 shares; 2024Q4: 217,425 shares; 2025Q1: 249,020 shares; 2025Q2: 265,391 shares; 2025Q3: 272,636 shares; 2025Q4: 278,686 shares; 2026Q1: 296,252 shares; 2026Q2: 306,597 shares 306,597 $22.4M 3.47% +10,345 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,885 shares; 2024Q4: 198,920 shares; 2025Q1: 222,155 shares; 2025Q2: 235,702 shares; 2025Q3: 288,595 shares; 2025Q4: 290,823 shares; 2026Q1: 332,302 shares; 2026Q2: 361,424 shares 361,424 $21.3M 3.31% +29,122 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: 150,915 shares; 2024Q4: 197,330 shares; 2025Q1: 217,483 shares; 2025Q2: 232,945 shares; 2025Q3: 264,160 shares; 2025Q4: 332,424 shares; 2026Q1: 396,348 shares; 2026Q2: 420,360 shares 420,360 $21.1M 3.27% +24,012 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: 48,783 shares; 2024Q4: 51,476 shares; 2025Q1: 55,960 shares; 2025Q2: 66,977 shares; 2025Q3: 67,415 shares; 2025Q4: 65,482 shares; 2026Q1: 70,909 shares; 2026Q2: 72,444 shares 72,444 $15.8M 2.45% +1,535 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: 2,195 shares; 2024Q4: 5,976 shares; 2025Q1: 5,976 shares; 2025Q2: 6,143 shares; 2025Q3: 6,365 shares; 2025Q4: 6,353 shares; 2026Q1: 5,947 shares; 2026Q2: 20,483 shares 20,483 $15.3M 2.37% +14,536 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: 31,283 shares; 2024Q4: 33,676 shares; 2025Q1: 36,919 shares; 2025Q2: 41,097 shares; 2025Q3: 41,952 shares; 2025Q4: 45,002 shares; 2026Q1: 48,175 shares; 2026Q2: 49,609 shares 49,609 $12.1M 1.87% +1,434 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,337 shares; 2024Q4: 117,662 shares; 2025Q1: 116,821 shares; 2025Q2: 109,518 shares; 2025Q3: 107,066 shares; 2025Q4: 104,796 shares; 2026Q1: 105,240 shares; 2026Q2: 105,261 shares 105,261 $11.6M 1.8% +21 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: 29,714 shares; 2024Q4: 29,271 shares; 2025Q1: 29,090 shares; 2025Q2: 29,060 shares; 2025Q3: 28,973 shares; 2025Q4: 30,542 shares; 2026Q1: 30,098 shares; 2026Q2: 29,933 shares 29,933 $10.3M 1.6% -165 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: 23,176 shares; 2024Q4: 24,192 shares; 2025Q1: 25,442 shares; 2025Q2: 26,460 shares; 2025Q3: 28,013 shares; 2025Q4: 34,089 shares; 2026Q1: 32,825 shares; 2026Q2: 32,951 shares 32,951 $9.53M 1.48% +126 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: 1,336 shares; 2024Q4: 2,503 shares; 2025Q1: 2,521 shares; 2025Q2: 2,522 shares; 2025Q3: 2,516 shares; 2025Q4: 3,872 shares; 2026Q1: 8,520 shares; 2026Q2: 10,195 shares 10,195 $7.63M 1.18% +1,675 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,339 shares; 2024Q4: 41,470 shares; 2025Q1: 54,708 shares; 2025Q2: 67,713 shares; 2025Q3: 64,820 shares; 2025Q4: 65,678 shares; 2026Q1: 72,722 shares; 2026Q2: 79,824 shares 79,824 $6.82M 1.06% +7,102 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: 24,919 shares; 2024Q4: 28,306 shares; 2025Q1: 28,968 shares; 2025Q2: 20,649 shares; 2025Q3: 30,469 shares; 2025Q4: 41,337 shares; 2026Q1: 62,006 shares; 2026Q2: 63,855 shares 63,855 $6.47M 1% +1,849 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: 16,820 shares; 2024Q4: 16,727 shares; 2025Q1: 16,872 shares; 2025Q2: 16,318 shares; 2025Q3: 15,908 shares; 2025Q4: 15,986 shares; 2026Q1: 16,539 shares; 2026Q2: 18,285 shares 18,285 $5.54M 0.86% +1,746 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: 9,633 shares; 2024Q4: 9,518 shares; 2025Q1: 9,518 shares; 2025Q2: 9,550 shares; 2025Q3: 8,821 shares; 2025Q4: 8,858 shares; 2026Q1: 8,933 shares; 2026Q2: 8,882 shares 8,882 $5M 0.78% -51 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: 18,540 shares; 2024Q4: 19,475 shares; 2025Q1: 20,355 shares; 2025Q2: 19,364 shares; 2025Q3: 19,036 shares; 2025Q4: 16,614 shares; 2026Q1: 17,252 shares; 2026Q2: 24,116 shares 24,116 $4.83M 0.75% +6,864 Timeline ISHG 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: 59,894 shares; 2026Q1: 59,894 shares; 2026Q2: 59,894 shares 59,894 $4.45M 0.69% 0 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: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,300 shares; 2025Q2: 9,300 shares; 2025Q3: 9,300 shares; 2025Q4: 8,900 shares; 2026Q1: 8,140 shares; 2026Q2: 32,560 shares 32,560 $4.04M 0.63% +24,420 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: 9,429 shares; 2024Q4: 9,056 shares; 2025Q1: 9,445 shares; 2025Q2: 9,161 shares; 2025Q3: 9,144 shares; 2025Q4: 8,225 shares; 2026Q1: 8,686 shares; 2026Q2: 10,509 shares 10,509 $3.92M 0.61% +1,823 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: 5,470 shares; 2024Q4: 5,470 shares; 2025Q1: 5,470 shares; 2025Q2: 5,527 shares; 2025Q3: 5,527 shares; 2025Q4: 7,517 shares; 2026Q1: 11,277 shares; 2026Q2: 45,107 shares 45,107 $3.63M 0.56% +33,830 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: 499 shares; 2025Q1: not reported; 2025Q2: 5,128 shares; 2025Q3: 4,427 shares; 2025Q4: 548 shares; 2026Q1: 1,542 shares; 2026Q2: 33,859 shares 33,859 $2.92M 0.45% +32,317 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: 3,669 shares; 2024Q4: 3,969 shares; 2025Q1: 4,816 shares; 2025Q2: 4,948 shares; 2025Q3: 5,529 shares; 2025Q4: 6,501 shares; 2026Q1: 7,079 shares; 2026Q2: 7,878 shares 7,878 $2.82M 0.44% +799 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,180 shares; 2024Q4: 19,180 shares; 2025Q1: 23,918 shares; 2025Q2: 23,818 shares; 2025Q3: 23,566 shares; 2025Q4: 23,566 shares; 2026Q1: 28,455 shares; 2026Q2: 28,455 shares 28,455 $2.75M 0.43% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,849 shares; 2024Q4: 22,706 shares; 2025Q1: 22,710 shares; 2025Q2: 22,802 shares; 2025Q3: 21,572 shares; 2025Q4: 20,328 shares; 2026Q1: 20,328 shares; 2026Q2: 19,942 shares 19,942 $2.64M 0.41% -386 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,186 shares; 2024Q4: 39,495 shares; 2025Q1: 39,495 shares; 2025Q2: 37,124 shares; 2025Q3: 35,181 shares; 2025Q4: 33,335 shares; 2026Q1: 33,335 shares; 2026Q2: 31,430 shares 31,430 $2.59M 0.4% -1,905 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: 9,245 shares; 2024Q4: 9,175 shares; 2025Q1: 10,093 shares; 2025Q2: 10,085 shares; 2025Q3: 10,408 shares; 2025Q4: 10,107 shares; 2026Q1: 10,920 shares; 2026Q2: 10,757 shares 10,757 $2.56M 0.4% -163 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: not reported; 2024Q4: 2,771 shares; 2025Q1: 3,054 shares; 2025Q2: 2,762 shares; 2025Q3: 2,762 shares; 2025Q4: 2,762 shares; 2026Q1: 16,367 shares; 2026Q2: 16,248 shares 16,248 $2.41M 0.37% -119 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: 33,541 shares; 2024Q4: 26,729 shares; 2025Q1: 26,429 shares; 2025Q2: 22,684 shares; 2025Q3: 21,475 shares; 2025Q4: 24,831 shares; 2026Q1: 37,154 shares; 2026Q2: 39,003 shares 39,003 $2.33M 0.36% +1,849 Timeline VEU 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: 7,660 shares; 2024Q4: 7,470 shares; 2025Q1: 7,280 shares; 2025Q2: 14,125 shares; 2025Q3: 14,225 shares; 2025Q4: 25,881 shares; 2026Q1: 26,188 shares; 2026Q2: 26,381 shares 26,381 $2.21M 0.34% +193 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: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 8,910 shares; 2026Q2: 8,910 shares 8,910 $2.16M 0.33% 0 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 4,538 shares; 2025Q2: 4,545 shares; 2025Q3: 4,188 shares; 2025Q4: 12,406 shares; 2026Q1: 12,917 shares; 2026Q2: 13,281 shares 13,281 $2.08M 0.32% +364 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,104 shares; 2024Q4: 94,104 shares; 2025Q1: 94,104 shares; 2025Q2: 94,104 shares; 2025Q3: 94,104 shares; 2025Q4: 94,104 shares; 2026Q1: 94,104 shares; 2026Q2: 94,104 shares 94,104 $2.08M 0.32% 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: 1,587 shares; 2024Q4: 1,873 shares; 2025Q1: 2,252 shares; 2025Q2: 2,982 shares; 2025Q3: 2,993 shares; 2025Q4: 3,250 shares; 2026Q1: 3,473 shares; 2026Q2: 4,118 shares 4,118 $2.06M 0.32% +645 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 365 shares; 2025Q4: 2,086 shares; 2026Q1: 2,086 shares; 2026Q2: 2,587 shares 2,587 $1.91M 0.3% +501 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: 21,201 shares; 2024Q4: 21,201 shares; 2025Q1: 21,201 shares; 2025Q2: 21,201 shares; 2025Q3: 21,201 shares; 2025Q4: 17,001 shares; 2026Q1: 17,478 shares; 2026Q2: 17,478 shares 17,478 $1.86M 0.29% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,673 shares; 2024Q4: 6,553 shares; 2025Q1: 7,134 shares; 2025Q2: 7,121 shares; 2025Q3: 7,250 shares; 2025Q4: 7,158 shares; 2026Q1: 7,269 shares; 2026Q2: 7,247 shares 7,247 $1.82M 0.28% -22 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: 2,680 shares; 2024Q4: 2,727 shares; 2025Q1: 2,680 shares; 2025Q2: 2,705 shares; 2025Q3: 2,705 shares; 2025Q4: 3,213 shares; 2026Q1: 5,031 shares; 2026Q2: 4,831 shares 4,831 $1.71M 0.26% -200 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: 2,995 shares; 2024Q4: 2,941 shares; 2025Q1: 3,816 shares; 2025Q2: 3,852 shares; 2025Q3: 3,990 shares; 2025Q4: 3,756 shares; 2026Q1: 4,761 shares; 2026Q2: 4,747 shares 4,747 $1.55M 0.24% -14 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: 8,360 shares; 2024Q4: 8,820 shares; 2025Q1: 8,995 shares; 2025Q2: 8,998 shares; 2025Q3: 9,046 shares; 2025Q4: 9,305 shares; 2026Q1: 9,257 shares; 2026Q2: 9,254 shares 9,254 $1.46M 0.23% -3 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: 8,710 shares; 2024Q4: 8,710 shares; 2025Q1: 8,710 shares; 2025Q2: 8,825 shares; 2025Q3: 8,827 shares; 2025Q4: 8,827 shares; 2026Q1: 8,827 shares; 2026Q2: 8,827 shares 8,827 $1.45M 0.22% 0 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: 3,140 shares; 2025Q2: 3,151 shares; 2025Q3: 3,004 shares; 2025Q4: 3,041 shares; 2026Q1: 3,043 shares; 2026Q2: 2,871 shares 2,871 $1.24M 0.19% -172 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY 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: 28,394 shares; 2026Q2: 19,145 shares 19,145 $1.24M 0.19% -9,249 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: 2,761 shares; 2024Q4: 2,250 shares; 2025Q1: 3,046 shares; 2025Q2: 2,133 shares; 2025Q3: 1,807 shares; 2025Q4: 5,225 shares; 2026Q1: 5,225 shares; 2026Q2: 5,183 shares 5,183 $1.23M 0.19% -42 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: 609 shares; 2024Q4: 613 shares; 2025Q1: 892 shares; 2025Q2: 899 shares; 2025Q3: 950 shares; 2025Q4: 967 shares; 2026Q1: 1,005 shares; 2026Q2: 993 shares 993 $1.19M 0.18% -12 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,015 shares; 2024Q4: 10,015 shares; 2025Q1: 10,015 shares; 2025Q2: 10,276 shares; 2025Q3: 10,276 shares; 2025Q4: 10,276 shares; 2026Q1: 11,908 shares; 2026Q2: 11,908 shares 11,908 $1.14M 0.18% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,667 shares; 2026Q2: 21,667 shares 21,667 $1.12M 0.17% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,430 shares 1,430 $1.01M 0.16% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,706 shares; 2024Q4: 7,826 shares; 2025Q1: 6,326 shares; 2025Q2: 6,326 shares; 2025Q3: 3,626 shares; 2025Q4: 3,626 shares; 2026Q1: 3,626 shares; 2026Q2: 3,626 shares 3,626 $974K 0.15% 0 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: 2,352 shares; 2026Q1: 2,352 shares; 2026Q2: 2,352 shares 2,352 $963K 0.15% 0 Timeline SGOV 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: 3,125 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 2,825 shares; 2026Q1: 6,027 shares; 2026Q2: 9,559 shares 9,559 $962K 0.15% +3,532 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,457 shares; 2026Q2: 7,459 shares 7,459 $955K 0.15% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,110 shares; 2026Q2: 4,121 shares 4,121 $936K 0.15% +11 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: 3,943 shares; 2024Q4: 5,568 shares; 2025Q1: 3,754 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,565 shares; 2026Q2: 9,588 shares 9,588 $925K 0.14% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,005 shares; 2026Q1: 19,005 shares; 2026Q2: 19,945 shares 19,945 $885K 0.14% +940 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: 1,711 shares; 2024Q4: 1,783 shares; 2025Q1: 1,875 shares; 2025Q2: 1,947 shares; 2025Q3: 1,940 shares; 2025Q4: 1,967 shares; 2026Q1: 2,082 shares; 2026Q2: 2,099 shares 2,099 $883K 0.14% +17 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; 2024Q3: 7,776 shares; 2024Q4: 7,433 shares; 2025Q1: 7,433 shares; 2025Q2: 7,482 shares; 2025Q3: 7,754 shares; 2025Q4: 6,948 shares; 2026Q1: 6,954 shares; 2026Q2: 6,878 shares 6,878 $808K 0.13% -76 Timeline BA BOEING CO More: the full row for BOEING CO 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: 4,644 shares; 2026Q2: 3,666 shares 3,666 $794K 0.12% -978 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,624 shares; 2025Q2: 1,241 shares; 2025Q3: 1,514 shares; 2025Q4: 1,545 shares; 2026Q1: 2,068 shares; 2026Q2: 2,046 shares 2,046 $773K 0.12% -22 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,565 shares; 2025Q3: 1,731 shares; 2025Q4: 1,732 shares; 2026Q1: 1,736 shares; 2026Q2: 6,573 shares 6,573 $767K 0.12% +4,837 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,712 shares; 2024Q4: 3,716 shares; 2025Q1: 3,719 shares; 2025Q2: 3,723 shares; 2025Q3: 3,726 shares; 2025Q4: 4,768 shares; 2026Q1: 4,771 shares; 2026Q2: 4,774 shares 4,774 $746K 0.12% +3 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: 1,088 shares; 2024Q4: 995 shares; 2025Q1: 1,958 shares; 2025Q2: 1,981 shares; 2025Q3: 2,076 shares; 2025Q4: 1,913 shares; 2026Q1: 2,177 shares; 2026Q2: 2,139 shares 2,139 $734K 0.11% -38 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,453 shares; 2025Q1: 11,617 shares; 2025Q2: 11,116 shares; 2025Q3: 10,972 shares; 2025Q4: 10,150 shares; 2026Q1: 8,839 shares; 2026Q2: 8,839 shares 8,839 $732K 0.11% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 722 shares; 2025Q2: 687 shares; 2025Q3: 697 shares; 2025Q4: 704 shares; 2026Q1: 704 shares; 2026Q2: 663 shares 663 $706K 0.11% -41 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS 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: 2,377 shares; 2026Q2: 2,377 shares 2,377 $690K 0.11% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,778 shares; 2026Q2: 8,870 shares 8,870 $680K 0.11% +92 Timeline GLW CORNING INC More: the full row for CORNING 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: 2,646 shares 2,646 $676K 0.1% new 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: 6,668 shares; 2024Q4: 13,548 shares; 2025Q1: 13,548 shares; 2025Q2: 16,866 shares; 2025Q3: 21,493 shares; 2025Q4: 22,132 shares; 2026Q1: 24,385 shares; 2026Q2: 24,385 shares 24,385 $675K 0.1% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,294 shares; 2026Q2: 6,294 shares 6,294 $654K 0.1% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,150 shares; 2025Q1: 1,258 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 991 shares; 2026Q2: 1,281 shares 1,281 $612K 0.09% +290 Timeline VGK 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: 7,365 shares; 2024Q4: 6,877 shares; 2025Q1: 6,693 shares; 2025Q2: 6,695 shares; 2025Q3: 6,696 shares; 2025Q4: 6,510 shares; 2026Q1: 6,511 shares; 2026Q2: 6,514 shares 6,514 $577K 0.09% +3 Timeline SPSM 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: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $577K 0.09% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,110 shares; 2025Q1: 1,333 shares; 2025Q2: 1,340 shares; 2025Q3: 1,365 shares; 2025Q4: 1,257 shares; 2026Q1: 1,515 shares; 2026Q2: 1,540 shares 1,540 $543K 0.08% +25 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,540 shares; 2024Q4: 12,540 shares; 2025Q1: 12,540 shares; 2025Q2: 12,540 shares; 2025Q3: 10,951 shares; 2025Q4: 10,951 shares; 2026Q1: 10,951 shares; 2026Q2: 9,480 shares 9,480 $530K 0.08% -1,471 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: 774 shares; 2026Q2: 728 shares 728 $527K 0.08% -46 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 607 shares; 2024Q4: 553 shares; 2025Q1: 499 shares; 2025Q2: 445 shares; 2025Q3: 391 shares; 2025Q4: 337 shares; 2026Q1: 283 shares; 2026Q2: 244 shares 244 $508K 0.08% -39 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,593 shares; 2026Q2: 4,012 shares 4,012 $501K 0.08% -581 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: 3,572 shares; 2024Q4: 3,573 shares; 2025Q1: 3,574 shares; 2025Q2: 3,576 shares; 2025Q3: 3,577 shares; 2025Q4: 3,578 shares; 2026Q1: 3,579 shares; 2026Q2: 3,580 shares 3,580 $489K 0.08% +1 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,768 shares; 2024Q4: 1,768 shares; 2025Q1: 1,768 shares; 2025Q2: 1,773 shares; 2025Q3: 1,774 shares; 2025Q4: 1,798 shares; 2026Q1: 2,893 shares; 2026Q2: 2,903 shares 2,903 $484K 0.08% +10 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 3,100 shares; 2026Q2: 3,106 shares 3,106 $473K 0.07% +6 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: 13,218 shares; 2024Q4: 13,475 shares; 2025Q1: 13,342 shares; 2025Q2: 12,955 shares; 2025Q3: 12,955 shares; 2025Q4: not reported; 2026Q1: 9,338 shares; 2026Q2: 9,338 shares 9,338 $472K 0.07% 0 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; 2024Q3: not reported; 2024Q4: 2,797 shares; 2025Q1: 2,212 shares; 2025Q2: 2,259 shares; 2025Q3: 2,259 shares; 2025Q4: 2,217 shares; 2026Q1: 2,217 shares; 2026Q2: 2,217 shares 2,217 $472K 0.07% 0 Timeline KLAC KLA CORP More: the full row for KLA 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: 151 shares; 2026Q2: 1,420 shares 1,420 $428K 0.07% +1,269 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 5,431 shares; 2025Q1: 5,433 shares; 2025Q2: 5,433 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $423K 0.07% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,608 shares; 2026Q2: 7,681 shares 7,681 $415K 0.06% +73 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: not reported; 2025Q1: 2,380 shares; 2025Q2: 3,200 shares; 2025Q3: 2,594 shares; 2025Q4: 2,574 shares; 2026Q1: 2,818 shares; 2026Q2: 3,029 shares 3,029 $414K 0.06% +211 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,447 shares; 2026Q2: 5,447 shares 5,447 $411K 0.06% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 922 shares; 2026Q2: 1,614 shares 1,614 $410K 0.06% +692 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: 4,342 shares; 2024Q4: 13,026 shares; 2025Q1: 13,026 shares; 2025Q2: 13,026 shares; 2025Q3: 13,026 shares; 2025Q4: 13,026 shares; 2026Q1: 15,143 shares; 2026Q2: 11,603 shares 11,603 $404K 0.06% -3,540 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,773 shares; 2024Q4: 1,803 shares; 2025Q1: 1,773 shares; 2025Q2: 1,783 shares; 2025Q3: 1,946 shares; 2025Q4: 2,041 shares; 2026Q1: 2,799 shares; 2026Q2: 2,646 shares 2,646 $401K 0.06% -153 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: 4,636 shares; 2024Q4: 13,873 shares; 2025Q1: 13,623 shares; 2025Q2: 14,784 shares; 2025Q3: 14,784 shares; 2025Q4: 13,506 shares; 2026Q1: 13,506 shares; 2026Q2: 13,506 shares 13,506 $397K 0.06% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,698 shares; 2026Q2: 13,698 shares 13,698 $397K 0.06% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,234 shares; 2026Q1: not reported; 2026Q2: 1,844 shares 1,844 $385K 0.06% new Timeline XNTK 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: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $375K 0.06% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,911 shares; 2024Q4: 3,494 shares; 2025Q1: 3,672 shares; 2025Q2: 3,656 shares; 2025Q3: 3,826 shares; 2025Q4: 3,662 shares; 2026Q1: 3,827 shares; 2026Q2: 4,090 shares 4,090 $371K 0.06% +263 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO 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: 1,114 shares; 2026Q1: 1,035 shares; 2026Q2: 1,080 shares 1,080 $365K 0.06% +45 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,661 shares; 2026Q2: 4,671 shares 4,671 $360K 0.06% +10 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,942 shares; 2026Q1: 2,867 shares; 2026Q2: 2,867 shares 2,867 $353K 0.05% 0 Timeline HTFL HEARTFLOW INC More: the full row for HEARTFLOW 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: 10,000 shares; 2026Q2: 12,000 shares 12,000 $352K 0.05% +2,000 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,055 shares; 2025Q2: 750 shares; 2025Q3: 779 shares; 2025Q4: 719 shares; 2026Q1: 806 shares; 2026Q2: 807 shares 807 $344K 0.05% +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: 570 shares 570 $331K 0.05% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 673 shares; 2024Q4: 679 shares; 2025Q1: 673 shares; 2025Q2: 681 shares; 2025Q3: 705 shares; 2025Q4: 6,650 shares; 2026Q1: 4,951 shares; 2026Q2: 4,620 shares 4,620 $330K 0.05% -331 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,636 shares; 2025Q2: 1,596 shares; 2025Q3: 1,502 shares; 2025Q4: 1,365 shares; 2026Q1: 1,302 shares; 2026Q2: 1,167 shares 1,167 $315K 0.05% -135 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares; 2026Q2: 1,373 shares 1,373 $309K 0.05% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 318 shares; 2025Q2: 326 shares; 2025Q3: 334 shares; 2025Q4: 318 shares; 2026Q1: 339 shares; 2026Q2: 329 shares 329 $307K 0.05% -10 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: 265 shares 265 $306K 0.05% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,385 shares; 2026Q2: 7,385 shares 7,385 $305K 0.05% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,255 shares; 2026Q2: 4,255 shares 4,255 $291K 0.05% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264 shares; 2025Q4: 235 shares; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $288K 0.04% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 769 shares; 2024Q4: 769 shares; 2025Q1: not reported; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $276K 0.04% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 884 shares; 2024Q4: 882 shares; 2025Q1: 841 shares; 2025Q2: 751 shares; 2025Q3: 804 shares; 2025Q4: 789 shares; 2026Q1: not reported; 2026Q2: 661 shares 661 $275K 0.04% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,446 shares; 2025Q2: 7,288 shares; 2025Q3: 8,876 shares; 2025Q4: 12,337 shares; 2026Q1: 12,426 shares; 2026Q2: 13,098 shares 13,098 $271K 0.04% +672 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,487 shares; 2025Q3: 8,084 shares; 2025Q4: 8,119 shares; 2026Q1: 8,119 shares; 2026Q2: 8,119 shares 8,119 $270K 0.04% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,913 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,983 shares; 2026Q2: 3,983 shares 3,983 $269K 0.04% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,774 shares; 2026Q2: 2,027 shares 2,027 $260K 0.04% +253 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,334 shares; 2026Q2: 6,334 shares 6,334 $255K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,186 shares; 2026Q1: 7,016 shares; 2026Q2: 7,016 shares 7,016 $253K 0.04% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,745 shares; 2026Q2: 2,745 shares 2,745 $249K 0.04% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459 shares; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 470 shares; 2025Q3: 481 shares; 2025Q4: 504 shares; 2026Q1: 478 shares; 2026Q2: 478 shares 478 $248K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE 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: 614 shares 614 $229K 0.04% new 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; 2024Q3: 1,213 shares; 2024Q4: 1,247 shares; 2025Q1: 1,313 shares; 2025Q2: 1,356 shares; 2025Q3: 1,403 shares; 2025Q4: 1,438 shares; 2026Q1: 1,460 shares; 2026Q2: 1,514 shares 1,514 $222K 0.03% +54 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: 854 shares; 2025Q4: 854 shares; 2026Q1: not reported; 2026Q2: 730 shares 730 $219K 0.03% new 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: not reported; 2026Q1: not reported; 2026Q2: 4,116 shares 4,116 $213K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares; 2026Q2: 1,855 shares 1,855 $210K 0.03% -47 Timeline AMGN AMGEN INC More: the full row for AMGEN 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: 574 shares 574 $208K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,857 shares 2,857 $206K 0.03% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS 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: 5,362 shares; 2026Q1: not reported; 2026Q2: 4,780 shares 4,780 $202K 0.03% new Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM 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: 20,810 shares; 2026Q1: 20,810 shares; 2026Q2: 20,810 shares 20,810 $166K 0.03% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP 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: 20,570 shares; 2025Q4: 20,570 shares; 2026Q1: 20,570 shares; 2026Q2: 15,070 shares 15,070 $34.8K 0.01% -5,500 Timeline ATNM ACTINIUM PHARMACEUTICALS INC More: the full row for ACTINIUM PHARMACEUTICALS 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: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares 22,000 $21.6K <0.01% 0 Timeline FLNA FILANA THERAPEUTICS INC More: the full row for FILANA THERAPEUTICS 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: 13,400 shares; 2025Q4: 13,400 shares; 2026Q1: 13,400 shares; 2026Q2: 13,400 shares 13,400 $15.9K <0.01% 0 Timeline