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: 61,571 shares; 2024Q4: not reported; 2025Q1: 59,999 shares; 2025Q2: 57,431 shares; 2025Q3: 60,589 shares; 2025Q4: 66,426 shares; 2026Q1: 58,279 shares; 2026Q2: 56,550 shares 56,550 $20.9M 10.82% -1,729 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: 54,381 shares; 2024Q4: not reported; 2025Q1: 54,225 shares; 2025Q2: 57,006 shares; 2025Q3: 53,914 shares; 2025Q4: 55,648 shares; 2026Q1: 55,739 shares; 2026Q2: 55,545 shares 55,545 $16.8M 8.7% -194 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; 2024Q3: 121,317 shares; 2024Q4: 248,094 shares; 2025Q1: 158,069 shares; 2025Q2: 241,995 shares; 2025Q3: 175,913 shares; 2025Q4: 79,809 shares; 2026Q1: 309,795 shares; 2026Q2: 330,616 shares 330,616 $16.5M 8.51% +20,821 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: 28,648 shares; 2024Q4: not reported; 2025Q1: 30,595 shares; 2025Q2: 23,247 shares; 2025Q3: 33,905 shares; 2025Q4: 57,583 shares; 2026Q1: 21,407 shares; 2026Q2: 23,156 shares 23,156 $15.9M 8.22% +1,749 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: 32,918 shares; 2024Q4: not reported; 2025Q1: 32,469 shares; 2025Q2: 34,395 shares; 2025Q3: 32,155 shares; 2025Q4: 39,544 shares; 2026Q1: 33,769 shares; 2026Q2: 138,074 shares 138,074 $11.1M 5.75% +104,305 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,878 shares; 2024Q4: not reported; 2025Q1: 25,655 shares; 2025Q2: 21,366 shares; 2025Q3: 29,131 shares; 2025Q4: 37,851 shares; 2026Q1: 21,112 shares; 2026Q2: 106,151 shares 106,151 $9.33M 4.82% +85,039 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: 77,363 shares; 2024Q4: not reported; 2025Q1: 74,942 shares; 2025Q2: 88,460 shares; 2025Q3: 77,158 shares; 2025Q4: 22,927 shares; 2026Q1: 96,363 shares; 2026Q2: 104,432 shares 104,432 $8.93M 4.61% +8,069 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: 25,589 shares; 2024Q4: not reported; 2025Q1: 24,459 shares; 2025Q2: 32,809 shares; 2025Q3: 24,036 shares; 2025Q4: 18,509 shares; 2026Q1: 31,930 shares; 2026Q2: 31,556 shares 31,556 $7.47M 3.86% -374 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: 18,404 shares; 2024Q4: not reported; 2025Q1: 18,058 shares; 2025Q2: 21,026 shares; 2025Q3: 18,213 shares; 2025Q4: 9,641 shares; 2026Q1: 20,739 shares; 2026Q2: 20,750 shares 20,750 $6M 3.1% +11 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,421 shares; 2024Q4: 58,355 shares; 2025Q1: 62,814 shares; 2025Q2: 61,790 shares; 2025Q3: 63,376 shares; 2025Q4: 6,228 shares; 2026Q1: 95,834 shares; 2026Q2: 102,766 shares 102,766 $4.96M 2.56% +6,932 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,443 shares; 2024Q4: not reported; 2025Q1: 21,575 shares; 2025Q2: 33,779 shares; 2025Q3: 21,502 shares; 2025Q4: 12,836 shares; 2026Q1: 33,362 shares; 2026Q2: 34,476 shares 34,476 $4.91M 2.54% +1,114 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,150 shares; 2024Q4: not reported; 2025Q1: 7,133 shares; 2025Q2: 10,544 shares; 2025Q3: 7,137 shares; 2025Q4: 6,477 shares; 2026Q1: 10,154 shares; 2026Q2: 10,165 shares 10,165 $4.33M 2.24% +11 Timeline MGC 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: 9,579 shares; 2024Q4: not reported; 2025Q1: 9,415 shares; 2025Q2: 16,737 shares; 2025Q3: 9,560 shares; 2025Q4: 10,366 shares; 2026Q1: 16,133 shares; 2026Q2: 15,774 shares 15,774 $4.32M 2.23% -359 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: 32,783 shares; 2024Q4: not reported; 2025Q1: 30,803 shares; 2025Q2: 35,868 shares; 2025Q3: 29,225 shares; 2025Q4: 8,515 shares; 2026Q1: 34,352 shares; 2026Q2: 31,290 shares 31,290 $4.14M 2.14% -3,062 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: 2,000 shares; 2025Q1: 6,201 shares; 2025Q2: 23,127 shares; 2025Q3: 22,917 shares; 2025Q4: 11,649 shares; 2026Q1: 39,217 shares; 2026Q2: 40,692 shares 40,692 $4.1M 2.12% +1,475 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: 9,329 shares; 2024Q4: not reported; 2025Q1: 9,373 shares; 2025Q2: 9,325 shares; 2025Q3: 9,090 shares; 2025Q4: 3,186 shares; 2026Q1: 9,003 shares; 2026Q2: 9,003 shares 9,003 $3.1M 1.6% 0 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: 7,000 shares; 2024Q4: not reported; 2025Q1: 6,808 shares; 2025Q2: 4,106 shares; 2025Q3: 9,141 shares; 2025Q4: 7,393 shares; 2026Q1: 4,385 shares; 2026Q2: 4,191 shares 4,191 $3.09M 1.6% -194 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: 9,744 shares; 2024Q4: not reported; 2025Q1: 9,486 shares; 2025Q2: 9,939 shares; 2025Q3: 10,383 shares; 2025Q4: 6,735 shares; 2026Q1: 10,353 shares; 2026Q2: 10,997 shares 10,997 $2.4M 1.24% +644 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: 5,984 shares; 2024Q4: not reported; 2025Q1: 5,910 shares; 2025Q2: 12,152 shares; 2025Q3: 5,898 shares; 2025Q4: 7,717 shares; 2026Q1: 11,577 shares; 2026Q2: 11,729 shares 11,729 $1.85M 0.96% +152 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: 17,800 shares; 2024Q4: 19,569 shares; 2025Q1: 17,154 shares; 2025Q2: 19,450 shares; 2025Q3: 16,508 shares; 2025Q4: 4,628 shares; 2026Q1: 18,966 shares; 2026Q2: 18,014 shares 18,014 $1.64M 0.85% -952 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: 12,536 shares; 2024Q4: not reported; 2025Q1: 12,858 shares; 2025Q2: 14,473 shares; 2025Q3: 14,827 shares; 2025Q4: 1,364 shares; 2026Q1: 15,581 shares; 2026Q2: 19,728 shares 19,728 $1.62M 0.84% +4,147 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: 3,421 shares; 2024Q4: not reported; 2025Q1: 3,207 shares; 2025Q2: 2,145 shares; 2025Q3: 2,681 shares; 2025Q4: 10,998 shares; 2026Q1: 2,066 shares; 2026Q2: 2,150 shares 2,150 $1.61M 0.83% +84 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: 22,718 shares; 2024Q4: not reported; 2025Q1: 21,055 shares; 2025Q2: 23,911 shares; 2025Q3: 20,764 shares; 2025Q4: 5,940 shares; 2026Q1: 25,901 shares; 2026Q2: 25,997 shares 25,997 $1.55M 0.8% +96 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; 2024Q3: 2,796 shares; 2024Q4: 1,475 shares; 2025Q1: 3,218 shares; 2025Q2: 1,462 shares; 2025Q3: 3,976 shares; 2025Q4: 6,468 shares; 2026Q1: 1,574 shares; 2026Q2: 12,607 shares 12,607 $1.51M 0.78% +11,033 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: 13,760 shares; 2024Q4: not reported; 2025Q1: 13,768 shares; 2025Q2: 20,184 shares; 2025Q3: 13,647 shares; 2025Q4: 8,211 shares; 2026Q1: 20,949 shares; 2026Q2: 20,877 shares 20,877 $1.49M 0.77% -72 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,904 shares; 2024Q4: 7,183 shares; 2025Q1: 4,967 shares; 2025Q2: 7,225 shares; 2025Q3: 4,797 shares; 2025Q4: 3,679 shares; 2026Q1: 7,021 shares; 2026Q2: 8,481 shares 8,481 $1.39M 0.72% +1,460 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: 5,763 shares; 2024Q4: not reported; 2025Q1: 5,110 shares; 2025Q2: 5,706 shares; 2025Q3: 5,106 shares; 2025Q4: 3,930 shares; 2026Q1: 5,603 shares; 2026Q2: 5,571 shares 5,571 $1.37M 0.71% -32 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: 4,685 shares; 2024Q4: not reported; 2025Q1: 5,022 shares; 2025Q2: 4,805 shares; 2025Q3: 5,108 shares; 2025Q4: 3,650 shares; 2026Q1: 4,495 shares; 2026Q2: 4,362 shares 4,362 $1.31M 0.68% -133 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: 1,746 shares; 2024Q4: not reported; 2025Q1: 1,740 shares; 2025Q2: 3,166 shares; 2025Q3: 1,615 shares; 2025Q4: 4,152 shares; 2026Q1: 3,057 shares; 2026Q2: 2,970 shares 2,970 $1.22M 0.63% -87 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: 4,035 shares; 2024Q4: not reported; 2025Q1: 5,001 shares; 2025Q2: 3,333 shares; 2025Q3: 4,828 shares; 2025Q4: 3,483 shares; 2026Q1: 3,253 shares; 2026Q2: 3,254 shares 3,254 $1.21M 0.63% +1 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: 4,798 shares; 2024Q4: not reported; 2025Q1: 4,879 shares; 2025Q2: 5,249 shares; 2025Q3: 5,139 shares; 2025Q4: 5,785 shares; 2026Q1: 4,989 shares; 2026Q2: 4,825 shares 4,825 $1.17M 0.61% -164 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,378 shares; 2024Q4: 21,475 shares; 2025Q1: 15,338 shares; 2025Q2: 27,056 shares; 2025Q3: 15,348 shares; 2025Q4: 13,176 shares; 2026Q1: 27,634 shares; 2026Q2: 28,932 shares 28,932 $1.12M 0.58% +1,298 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,450 shares; 2024Q4: 4,343 shares; 2025Q1: 4,468 shares; 2025Q2: 7,130 shares; 2025Q3: 4,510 shares; 2025Q4: 2,906 shares; 2026Q1: 6,927 shares; 2026Q2: 6,935 shares 6,935 $1.07M 0.55% +8 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: 9,838 shares; 2024Q4: not reported; 2025Q1: 9,961 shares; 2025Q2: 12,263 shares; 2025Q3: 11,844 shares; 2025Q4: 1,667 shares; 2026Q1: 12,993 shares; 2026Q2: 12,174 shares 12,174 $1.02M 0.53% -819 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: not reported; 2025Q1: 3,861 shares; 2025Q2: 1,949 shares; 2025Q3: 4,708 shares; 2025Q4: 3,331 shares; 2026Q1: 1,947 shares; 2026Q2: 1,947 shares 1,947 $974K 0.5% 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: 5,739 shares; 2024Q4: not reported; 2025Q1: 5,777 shares; 2025Q2: 5,795 shares; 2025Q3: 5,779 shares; 2025Q4: 595 shares; 2026Q1: 5,642 shares; 2026Q2: 5,720 shares 5,720 $940K 0.49% +78 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,979 shares; 2024Q4: not reported; 2025Q1: 4,983 shares; 2025Q2: 5,477 shares; 2025Q3: 4,170 shares; 2025Q4: 2,175 shares; 2026Q1: 4,590 shares; 2026Q2: 4,718 shares 4,718 $932K 0.48% +128 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,173 shares; 2024Q4: 18,868 shares; 2025Q1: 17,089 shares; 2025Q2: 18,883 shares; 2025Q3: 16,914 shares; 2025Q4: 2,962 shares; 2026Q1: 18,283 shares; 2026Q2: 17,802 shares 17,802 $897K 0.46% -481 Timeline VBK 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: 3,509 shares; 2024Q4: not reported; 2025Q1: 3,496 shares; 2025Q2: 3,482 shares; 2025Q3: 2,971 shares; 2025Q4: 3,539 shares; 2026Q1: 2,753 shares; 2026Q2: 2,366 shares 2,366 $865K 0.45% -387 Timeline SPYG 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: 4,034 shares; 2024Q4: 6,862 shares; 2025Q1: 5,039 shares; 2025Q2: 6,775 shares; 2025Q3: 5,149 shares; 2025Q4: 3,777 shares; 2026Q1: 7,104 shares; 2026Q2: 7,111 shares 7,111 $846K 0.44% +7 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: 2,729 shares; 2024Q4: 3,554 shares; 2025Q1: 2,408 shares; 2025Q2: 2,790 shares; 2025Q3: 2,199 shares; 2025Q4: 2,899 shares; 2026Q1: 2,491 shares; 2026Q2: 2,361 shares 2,361 $844K 0.44% -130 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,344 shares; 2024Q4: not reported; 2025Q1: 2,411 shares; 2025Q2: 3,191 shares; 2025Q3: 2,587 shares; 2025Q4: 3,768 shares; 2026Q1: 3,191 shares; 2026Q2: 3,117 shares 3,117 $743K 0.38% -74 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,249 shares; 2024Q4: 11,185 shares; 2025Q1: 3,908 shares; 2025Q2: 10,498 shares; 2025Q3: 3,303 shares; 2025Q4: 5,591 shares; 2026Q1: 7,816 shares; 2026Q2: 8,196 shares 8,196 $725K 0.37% +380 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: 4,050 shares; 2024Q4: not reported; 2025Q1: 4,251 shares; 2025Q2: 5,878 shares; 2025Q3: 4,178 shares; 2025Q4: 1,707 shares; 2026Q1: 4,825 shares; 2026Q2: 4,783 shares 4,783 $701K 0.36% -42 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,107 shares; 2026Q2: 8,089 shares 8,089 $630K 0.33% -18 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 519 shares; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 2,149 shares; 2026Q1: 520 shares; 2026Q2: 520 shares 520 $624K 0.32% 0 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: 9,818 shares; 2024Q4: 12,993 shares; 2025Q1: 9,047 shares; 2025Q2: 13,179 shares; 2025Q3: 8,512 shares; 2025Q4: 5,236 shares; 2026Q1: 12,131 shares; 2026Q2: 10,713 shares 10,713 $618K 0.32% -1,418 Timeline VPU 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: 1,403 shares; 2024Q4: 1,822 shares; 2025Q1: 1,511 shares; 2025Q2: 1,885 shares; 2025Q3: 1,444 shares; 2025Q4: 1,910 shares; 2026Q1: 2,927 shares; 2026Q2: 2,896 shares 2,896 $567K 0.29% -31 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: 1,218 shares; 2024Q4: not reported; 2025Q1: 1,321 shares; 2025Q2: 4,744 shares; 2025Q3: 1,371 shares; 2025Q4: 4,027 shares; 2026Q1: 4,763 shares; 2026Q2: 4,780 shares 4,780 $541K 0.28% +17 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 7,055 shares; 2025Q1: 5,137 shares; 2025Q2: 7,144 shares; 2025Q3: 8,909 shares; 2025Q4: 2,161 shares; 2026Q1: 10,948 shares; 2026Q2: 10,976 shares 10,976 $530K 0.27% +28 Timeline NUSC 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: 8,574 shares; 2024Q4: 8,974 shares; 2025Q1: 3,918 shares; 2025Q2: 9,401 shares; 2025Q3: 4,426 shares; 2025Q4: 5,056 shares; 2026Q1: 9,127 shares; 2026Q2: 9,413 shares 9,413 $491K 0.25% +286 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: 2,135 shares; 2024Q4: 1,753 shares; 2025Q1: 2,003 shares; 2025Q2: 1,338 shares; 2025Q3: 1,792 shares; 2025Q4: 1,847 shares; 2026Q1: 1,339 shares; 2026Q2: 1,339 shares 1,339 $473K 0.24% 0 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: 1,500 shares; 2024Q4: 1,636 shares; 2025Q1: 1,534 shares; 2025Q2: not reported; 2025Q3: 1,549 shares; 2025Q4: 1,128 shares; 2026Q1: 3,195 shares; 2026Q2: 3,115 shares 3,115 $468K 0.24% -80 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: 88 shares; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 3,890 shares; 2025Q3: 166 shares; 2025Q4: 3,916 shares; 2026Q1: 3,890 shares; 2026Q2: 3,890 shares 3,890 $429K 0.22% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: not reported; 2025Q1: 2,413 shares; 2025Q2: 2,504 shares; 2025Q3: 2,387 shares; 2025Q4: 287 shares; 2026Q1: 2,306 shares; 2026Q2: 2,307 shares 2,307 $405K 0.21% +1 Timeline EFIV 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: 5,397 shares; 2024Q4: 6,758 shares; 2025Q1: 5,430 shares; 2025Q2: 5,447 shares; 2025Q3: 5,461 shares; 2025Q4: 66 shares; 2026Q1: 5,490 shares; 2026Q2: 5,490 shares 5,490 $400K 0.21% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,732 shares; 2024Q4: not reported; 2025Q1: 3,764 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,695 shares 8,695 $392K 0.2% new 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: 1,785 shares; 2024Q4: not reported; 2025Q1: 1,995 shares; 2025Q2: 2,013 shares; 2025Q3: 1,763 shares; 2025Q4: 1,478 shares; 2026Q1: 1,551 shares; 2026Q2: 1,554 shares 1,554 $377K 0.19% +3 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,477 shares 4,477 $369K 0.19% new 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: 2,832 shares; 2024Q4: not reported; 2025Q1: 2,818 shares; 2025Q2: 3,407 shares; 2025Q3: 2,879 shares; 2025Q4: 1,113 shares; 2026Q1: 3,469 shares; 2026Q2: 3,523 shares 3,523 $366K 0.19% +54 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,082 shares; 2024Q4: 1,085 shares; 2025Q1: 1,154 shares; 2025Q2: 1,091 shares; 2025Q3: 1,300 shares; 2025Q4: 2,035 shares; 2026Q1: 1,098 shares; 2026Q2: 1,101 shares 1,101 $360K 0.19% +3 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,705 shares; 2024Q4: not reported; 2025Q1: 3,809 shares; 2025Q2: 3,814 shares; 2025Q3: 3,833 shares; 2025Q4: 891 shares; 2026Q1: 4,046 shares; 2026Q2: 3,685 shares 3,685 $355K 0.18% -361 Timeline NUMG 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: 7,238 shares; 2024Q4: 7,241 shares; 2025Q1: 5,690 shares; 2025Q2: 7,314 shares; 2025Q3: 5,702 shares; 2025Q4: 1,852 shares; 2026Q1: 7,315 shares; 2026Q2: 7,494 shares 7,494 $352K 0.18% +179 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: 2,614 shares; 2024Q4: not reported; 2025Q1: 2,558 shares; 2025Q2: 2,897 shares; 2025Q3: 3,221 shares; 2025Q4: 1,610 shares; 2026Q1: 3,650 shares; 2026Q2: 3,624 shares 3,624 $350K 0.18% -26 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297 shares; 2024Q4: not reported; 2025Q1: 299 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,397 shares; 2026Q2: 3,414 shares 3,414 $349K 0.18% +17 Timeline MGV 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: 2,159 shares; 2024Q4: not reported; 2025Q1: 2,182 shares; 2025Q2: 2,054 shares; 2025Q3: 2,065 shares; 2025Q4: 988 shares; 2026Q1: 2,100 shares; 2026Q2: 2,107 shares 2,107 $344K 0.18% +7 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,938 shares; 2024Q4: not reported; 2025Q1: 2,862 shares; 2025Q2: 2,478 shares; 2025Q3: 2,448 shares; 2025Q4: 554 shares; 2026Q1: 2,438 shares; 2026Q2: 2,440 shares 2,440 $330K 0.17% +2 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: 930 shares; 2024Q4: 4,394 shares; 2025Q1: 10,889 shares; 2025Q2: 10,866 shares; 2025Q3: 8,484 shares; 2025Q4: 117 shares; 2026Q1: 5,297 shares; 2026Q2: 5,439 shares 5,439 $317K 0.16% +142 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: 1,152 shares; 2024Q4: not reported; 2025Q1: 1,007 shares; 2025Q2: 1,393 shares; 2025Q3: 1,028 shares; 2025Q4: 1,195 shares; 2026Q1: 1,215 shares; 2026Q2: 1,217 shares 1,217 $309K 0.16% +2 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494 shares; 2024Q4: 373 shares; 2025Q1: 672 shares; 2025Q2: 374 shares; 2025Q3: 773 shares; 2025Q4: 374 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $283K 0.15% 0 Timeline IYJ 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: 1,628 shares; 2025Q1: not reported; 2025Q2: 1,635 shares; 2025Q3: 1,640 shares; 2025Q4: 148 shares; 2026Q1: 1,646 shares; 2026Q2: 1,648 shares 1,648 $275K 0.14% +2 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: 5,430 shares; 2024Q4: 8,990 shares; 2025Q1: 5,277 shares; 2025Q2: 4,882 shares; 2025Q3: 1,425 shares; 2025Q4: 3,602 shares; 2026Q1: 4,900 shares; 2026Q2: 4,904 shares 4,904 $274K 0.14% +4 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: 393 shares; 2024Q4: not reported; 2025Q1: 331 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 236 shares 236 $251K 0.13% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 505 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 505 shares 505 $250K 0.13% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,296 shares; 2025Q4: 207 shares; 2026Q1: 6,032 shares; 2026Q2: 6,637 shares 6,637 $247K 0.13% +605 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,051 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares; 2025Q4: not reported; 2026Q1: 1,101 shares; 2026Q2: 1,102 shares 1,102 $244K 0.13% +1 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: not reported; 2025Q1: 236 shares; 2025Q2: 886 shares; 2025Q3: 236 shares; 2025Q4: 886 shares; 2026Q1: 886 shares; 2026Q2: 886 shares 886 $241K 0.12% 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: 1,577 shares; 2024Q4: 2,220 shares; 2025Q1: 1,513 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,847 shares; 2026Q2: 1,857 shares 1,857 $239K 0.12% +10 Timeline NUMV 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: 4,831 shares; 2024Q4: 4,919 shares; 2025Q1: 4,919 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,235 shares 5,235 $228K 0.12% new 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: 618 shares; 2024Q4: not reported; 2025Q1: 608 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 327 shares; 2026Q1: 622 shares; 2026Q2: 627 shares 627 $227K 0.12% +5 Timeline VDC 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: 1,126 shares; 2024Q4: 850 shares; 2025Q1: 934 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,121 shares; 2026Q1: 975 shares; 2026Q2: 980 shares 980 $221K 0.11% +5 Timeline VTWO 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: 1,282 shares; 2024Q4: 1,287 shares; 2025Q1: 1,741 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,710 shares 1,710 $208K 0.11% new 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: 1,731 shares; 2024Q4: 1,721 shares; 2025Q1: 1,723 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,758 shares 1,758 $207K 0.11% new 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: 345 shares; 2024Q4: 510 shares; 2025Q1: 502 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 533 shares 533 $201K 0.1% new Timeline ITA 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: 820 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 827 shares 827 $200K 0.1% new Timeline