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: 113,110 shares; 2024Q4: 124,522 shares; 2025Q1: 143,368 shares; 2025Q2: 152,343 shares; 2025Q3: 478,285 shares; 2025Q4: 677,180 shares; 2026Q1: 741,463 shares; 2026Q2: 751,137 shares 751,137 $95.8M 12.67% +9,674 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,352 shares; 2024Q4: 123,630 shares; 2025Q1: 143,052 shares; 2025Q2: 165,447 shares; 2025Q3: 378,681 shares; 2025Q4: 497,232 shares; 2026Q1: 544,215 shares; 2026Q2: 585,863 shares 585,863 $53.4M 7.06% +41,648 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 695,873 shares; 2024Q4: 686,575 shares; 2025Q1: 674,462 shares; 2025Q2: 675,427 shares; 2025Q3: 660,178 shares; 2025Q4: 651,200 shares; 2026Q1: 642,571 shares; 2026Q2: 621,126 shares 621,126 $50.7M 6.7% -21,445 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: 149,207 shares; 2024Q4: 165,349 shares; 2025Q1: 182,865 shares; 2025Q2: 172,814 shares; 2025Q3: 220,334 shares; 2025Q4: 248,690 shares; 2026Q1: 281,653 shares; 2026Q2: 767,727 shares 767,727 $44.6M 5.9% +486,074 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,580 shares; 2024Q4: 89,962 shares; 2025Q1: 120,597 shares; 2025Q2: 137,729 shares; 2025Q3: 347,137 shares; 2025Q4: 465,220 shares; 2026Q1: 491,761 shares; 2026Q2: 489,332 shares 489,332 $43.8M 5.79% -2,429 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,987 shares; 2024Q4: 26,671 shares; 2025Q1: 26,596 shares; 2025Q2: 25,459 shares; 2025Q3: 11,697 shares; 2025Q4: 18,578 shares; 2026Q1: 36,568 shares; 2026Q2: 371,519 shares 371,519 $36.2M 4.78% +334,951 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713,891 shares; 2024Q4: 704,520 shares; 2025Q1: 685,109 shares; 2025Q2: 674,635 shares; 2025Q3: 633,102 shares; 2025Q4: 627,711 shares; 2026Q1: 614,532 shares; 2026Q2: 600,061 shares 600,061 $33.4M 4.41% -14,471 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: 52,492 shares; 2024Q4: 61,386 shares; 2025Q1: 98,510 shares; 2025Q2: 98,957 shares; 2025Q3: 98,065 shares; 2025Q4: 97,716 shares; 2026Q1: 97,935 shares; 2026Q2: 96,785 shares 96,785 $29.9M 3.95% -1,150 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: 93,080 shares; 2024Q4: 91,810 shares; 2025Q1: 118,886 shares; 2025Q2: 138,333 shares; 2025Q3: 185,871 shares; 2025Q4: 190,765 shares; 2026Q1: 270,129 shares; 2026Q2: 552,563 shares 552,563 $26.4M 3.49% +282,434 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: 409,937 shares; 2024Q4: 402,989 shares; 2025Q1: 399,840 shares; 2025Q2: 397,357 shares; 2025Q3: 370,519 shares; 2025Q4: 360,722 shares; 2026Q1: 358,292 shares; 2026Q2: 353,172 shares 353,172 $20.2M 2.67% -5,120 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: 283,928 shares; 2024Q4: 282,865 shares; 2025Q1: 289,440 shares; 2025Q2: 288,869 shares; 2025Q3: 274,281 shares; 2025Q4: 263,163 shares; 2026Q1: 257,550 shares; 2026Q2: 241,473 shares 241,473 $19.6M 2.59% -16,077 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 236,905 shares 236,905 $19.3M 2.54% new 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: 251,654 shares; 2024Q4: 246,512 shares; 2025Q1: 261,178 shares; 2025Q2: 258,483 shares; 2025Q3: 239,248 shares; 2025Q4: 234,071 shares; 2026Q1: 230,975 shares; 2026Q2: 226,497 shares 226,497 $16M 2.12% -4,478 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,265 shares; 2025Q4: 108,571 shares; 2026Q1: 142,533 shares; 2026Q2: 156,329 shares 156,329 $14.4M 1.9% +13,796 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: 21,799 shares; 2024Q4: 21,707 shares; 2025Q1: 22,046 shares; 2025Q2: 21,700 shares; 2025Q3: 19,052 shares; 2025Q4: 19,029 shares; 2026Q1: 19,024 shares; 2026Q2: 18,790 shares 18,790 $14M 1.86% -234 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: 283,682 shares; 2024Q4: 280,105 shares; 2025Q1: 359,990 shares; 2025Q2: 365,195 shares; 2025Q3: 318,259 shares; 2025Q4: 311,615 shares; 2026Q1: 306,393 shares; 2026Q2: 302,109 shares 302,109 $13.4M 1.78% -4,284 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: 50,657 shares; 2024Q4: 50,477 shares; 2025Q1: 48,763 shares; 2025Q2: 49,172 shares; 2025Q3: 47,895 shares; 2025Q4: 46,898 shares; 2026Q1: 46,633 shares; 2026Q2: 45,058 shares 45,058 $13.1M 1.73% -1,575 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,591 shares; 2025Q4: 147,616 shares; 2026Q1: 267,340 shares; 2026Q2: 430,559 shares 430,559 $12.8M 1.7% +163,219 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: 5,487 shares; 2024Q4: 5,347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 256,247 shares 256,247 $12.7M 1.68% new 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: 162,280 shares; 2024Q4: 154,518 shares; 2025Q1: 147,657 shares; 2025Q2: 145,420 shares; 2025Q3: 144,026 shares; 2025Q4: 141,977 shares; 2026Q1: 139,822 shares; 2026Q2: 135,356 shares 135,356 $10.9M 1.45% -4,466 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: 46,772 shares; 2024Q4: 47,929 shares; 2025Q1: 46,742 shares; 2025Q2: 47,646 shares; 2025Q3: 48,046 shares; 2025Q4: 50,191 shares; 2026Q1: 49,919 shares; 2026Q2: 48,273 shares 48,273 $9.69M 1.28% -1,646 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,892 shares; 2025Q4: 201,538 shares; 2026Q1: 236,681 shares; 2026Q2: 241,894 shares 241,894 $9.59M 1.27% +5,213 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: 15,364 shares; 2024Q4: 15,364 shares; 2025Q1: 18,883 shares; 2025Q2: 25,265 shares; 2025Q3: 25,305 shares; 2025Q4: 25,364 shares; 2026Q1: 25,364 shares; 2026Q2: 25,430 shares 25,430 $9.36M 1.24% +66 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: 29,277 shares; 2024Q4: 29,539 shares; 2025Q1: 28,152 shares; 2025Q2: 30,150 shares; 2025Q3: 30,128 shares; 2025Q4: 29,750 shares; 2026Q1: 29,699 shares; 2026Q2: 29,030 shares 29,030 $6.42M 0.85% -669 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: 35,041 shares; 2024Q4: 37,272 shares; 2025Q1: 36,647 shares; 2025Q2: 35,545 shares; 2025Q3: 35,319 shares; 2025Q4: 29,322 shares; 2026Q1: 29,355 shares; 2026Q2: 29,181 shares 29,181 $6.42M 0.85% -174 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: 13,233 shares; 2024Q4: 13,355 shares; 2025Q1: 12,930 shares; 2025Q2: 13,467 shares; 2025Q3: 13,821 shares; 2025Q4: 13,630 shares; 2026Q1: 13,038 shares; 2026Q2: 13,125 shares 13,125 $6.1M 0.81% +87 Timeline AVIV 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: 31,453 shares; 2025Q4: 47,734 shares; 2026Q1: 61,532 shares; 2026Q2: 65,519 shares 65,519 $5.29M 0.7% +3,987 Timeline DISV 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: 53,568 shares; 2025Q4: 82,856 shares; 2026Q1: 98,529 shares; 2026Q2: 111,493 shares 111,493 $4.72M 0.62% +12,964 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & 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: 10,386 shares; 2026Q2: 17,408 shares 17,408 $4.34M 0.57% +7,022 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: 21,761 shares; 2024Q4: 30,518 shares; 2025Q1: 27,259 shares; 2025Q2: 31,140 shares; 2025Q3: 37,277 shares; 2025Q4: 38,381 shares; 2026Q1: 36,706 shares; 2026Q2: 33,024 shares 33,024 $4.14M 0.55% -3,682 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: 43,250 shares; 2024Q4: 42,178 shares; 2025Q1: 38,038 shares; 2025Q2: 36,881 shares; 2025Q3: 35,576 shares; 2025Q4: 35,370 shares; 2026Q1: 33,590 shares; 2026Q2: 31,545 shares 31,545 $3.33M 0.44% -2,045 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: 8,260 shares; 2024Q4: 8,536 shares; 2025Q1: 8,270 shares; 2025Q2: 8,991 shares; 2025Q3: 9,246 shares; 2025Q4: 9,065 shares; 2026Q1: 8,873 shares; 2026Q2: 9,097 shares 9,097 $3.24M 0.43% +224 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: 9,688 shares; 2024Q4: 9,460 shares; 2025Q1: 9,726 shares; 2025Q2: 10,330 shares; 2025Q3: 11,127 shares; 2025Q4: 11,669 shares; 2026Q1: 11,646 shares; 2026Q2: 11,322 shares 11,322 $3.07M 0.41% -324 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,142 shares 30,142 $3.04M 0.4% new Timeline SCHO 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: 46,761 shares; 2024Q4: 99,500 shares; 2025Q1: 96,014 shares; 2025Q2: 92,281 shares; 2025Q3: 124,871 shares; 2025Q4: 122,857 shares; 2026Q1: 123,493 shares; 2026Q2: 123,493 shares 123,493 $2.98M 0.39% 0 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: 23,904 shares; 2024Q4: 30,120 shares; 2025Q1: 28,143 shares; 2025Q2: 28,817 shares; 2025Q3: 30,083 shares; 2025Q4: 29,249 shares; 2026Q1: 26,769 shares; 2026Q2: 24,578 shares 24,578 $2.89M 0.38% -2,191 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: 31,212 shares; 2024Q4: 29,315 shares; 2025Q1: 30,740 shares; 2025Q2: 33,155 shares; 2025Q3: 32,187 shares; 2025Q4: 30,733 shares; 2026Q1: 30,009 shares; 2026Q2: 27,648 shares 27,648 $2.89M 0.38% -2,361 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: 7,215 shares; 2024Q4: 7,530 shares; 2025Q1: 7,230 shares; 2025Q2: 7,394 shares; 2025Q3: 7,556 shares; 2025Q4: 7,656 shares; 2026Q1: 6,811 shares; 2026Q2: 6,908 shares 6,908 $2.43M 0.32% +97 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: 2,750 shares; 2024Q4: 2,884 shares; 2025Q1: 4,331 shares; 2025Q2: 4,348 shares; 2025Q3: 4,365 shares; 2025Q4: 4,175 shares; 2026Q1: 4,173 shares; 2026Q2: 4,092 shares 4,092 $2.09M 0.28% -81 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: 5,405 shares; 2024Q4: 5,953 shares; 2025Q1: 5,621 shares; 2025Q2: 6,171 shares; 2025Q3: 6,222 shares; 2025Q4: 6,054 shares; 2026Q1: 6,093 shares; 2026Q2: 5,844 shares 5,844 $2.08M 0.28% -249 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: 59,826 shares; 2024Q4: 120,447 shares; 2025Q1: 108,202 shares; 2025Q2: 102,137 shares; 2025Q3: 89,406 shares; 2025Q4: 89,400 shares; 2026Q1: 92,688 shares; 2026Q2: 77,362 shares 77,362 $2.02M 0.27% -15,326 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: 3,743 shares; 2024Q4: 3,743 shares; 2025Q1: 14,943 shares; 2025Q2: 14,943 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 12,589 shares; 2026Q2: 13,302 shares 13,302 $1.76M 0.23% +713 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: 1,746 shares; 2024Q4: 1,462 shares; 2025Q1: 1,491 shares; 2025Q2: 1,495 shares; 2025Q3: 1,465 shares; 2025Q4: 1,433 shares; 2026Q1: 1,441 shares; 2026Q2: 1,420 shares 1,420 $1.63M 0.22% -21 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,448 shares; 2024Q4: 22,581 shares; 2025Q1: 22,452 shares; 2025Q2: 21,746 shares; 2025Q3: 21,207 shares; 2025Q4: 19,781 shares; 2026Q1: 19,181 shares; 2026Q2: 18,554 shares 18,554 $1.6M 0.21% -627 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: 5,122 shares; 2025Q1: 4,910 shares; 2025Q2: 4,992 shares; 2025Q3: 5,034 shares; 2025Q4: 5,099 shares; 2026Q1: 5,335 shares; 2026Q2: 5,278 shares 5,278 $1.55M 0.2% -57 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: 2,776 shares; 2024Q4: 2,763 shares; 2025Q1: 2,748 shares; 2025Q2: 3,013 shares; 2025Q3: 3,135 shares; 2025Q4: 3,653 shares; 2026Q1: 3,735 shares; 2026Q2: 3,941 shares 3,941 $1.53M 0.2% +206 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: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,738 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares; 2026Q1: 1,803 shares; 2026Q2: 2,008 shares 2,008 $1.51M 0.2% +205 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,721 shares; 2024Q4: 29,624 shares; 2025Q1: 28,587 shares; 2025Q2: 25,316 shares; 2025Q3: 25,534 shares; 2025Q4: 25,312 shares; 2026Q1: 24,494 shares; 2026Q2: 24,242 shares 24,242 $1.5M 0.2% -252 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: 765 shares; 2024Q4: 820 shares; 2025Q1: 773 shares; 2025Q2: 788 shares; 2025Q3: 791 shares; 2025Q4: 802 shares; 2026Q1: 805 shares; 2026Q2: 7,983 shares 7,983 $1.46M 0.19% +7,178 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,375 shares; 2024Q4: 22,551 shares; 2025Q1: 23,593 shares; 2025Q2: 23,624 shares; 2025Q3: 23,656 shares; 2025Q4: 16,801 shares; 2026Q1: 17,162 shares; 2026Q2: 17,547 shares 17,547 $1.37M 0.18% +385 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: 3,557 shares; 2024Q4: 3,596 shares; 2025Q1: 3,709 shares; 2025Q2: 3,798 shares; 2025Q3: 3,788 shares; 2025Q4: 3,707 shares; 2026Q1: 3,622 shares; 2026Q2: 3,473 shares 3,473 $1.27M 0.17% -149 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,130 shares; 2024Q4: 13,617 shares; 2025Q1: 11,896 shares; 2025Q2: 11,197 shares; 2025Q3: 9,620 shares; 2025Q4: 8,231 shares; 2026Q1: 7,423 shares; 2026Q2: 5,823 shares 5,823 $1.23M 0.16% -1,600 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: not reported; 2024Q4: not reported; 2025Q1: 9,503 shares; 2025Q2: 9,392 shares; 2025Q3: 10,609 shares; 2025Q4: 9,392 shares; 2026Q1: 15,027 shares; 2026Q2: 15,911 shares 15,911 $1.12M 0.15% +884 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: 2,146 shares; 2024Q4: 2,146 shares; 2025Q1: 2,146 shares; 2025Q2: 2,146 shares; 2025Q3: 2,146 shares; 2025Q4: 2,041 shares; 2026Q1: 2,078 shares; 2026Q2: 13,138 shares 13,138 $1.12M 0.15% +11,060 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: 11,830 shares; 2024Q4: 15,450 shares; 2025Q1: 10,848 shares; 2025Q2: 10,222 shares; 2025Q3: 8,423 shares; 2025Q4: 8,021 shares; 2026Q1: 8,035 shares; 2026Q2: 7,376 shares 7,376 $1.11M 0.15% -659 Timeline VTWV 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: 4,441 shares; 2024Q4: 4,560 shares; 2025Q1: 6,259 shares; 2025Q2: 4,297 shares; 2025Q3: 5,569 shares; 2025Q4: 5,504 shares; 2026Q1: 5,467 shares; 2026Q2: 5,464 shares 5,464 $1.07M 0.14% -3 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,781 shares; 2025Q2: 7,896 shares; 2025Q3: 7,896 shares; 2025Q4: 7,790 shares; 2026Q1: 7,765 shares; 2026Q2: 7,739 shares 7,739 $1.04M 0.14% -26 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,095 shares; 2024Q4: 9,095 shares; 2025Q1: 9,095 shares; 2025Q2: 9,095 shares; 2025Q3: 9,095 shares; 2025Q4: 9,095 shares; 2026Q1: 9,095 shares; 2026Q2: 9,095 shares 9,095 $1.04M 0.14% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,677 shares; 2024Q4: 1,735 shares; 2025Q1: 1,788 shares; 2025Q2: 1,881 shares; 2025Q3: 1,825 shares; 2025Q4: 1,812 shares; 2026Q1: 1,747 shares; 2026Q2: 1,738 shares 1,738 $996K 0.13% -9 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: 1,366 shares; 2024Q4: 1,558 shares; 2025Q1: 1,466 shares; 2025Q2: 1,880 shares; 2025Q3: 1,964 shares; 2025Q4: 2,004 shares; 2026Q1: 1,970 shares; 2026Q2: 1,769 shares 1,769 $985K 0.13% -201 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: 7,831 shares; 2024Q4: 8,739 shares; 2025Q1: 8,186 shares; 2025Q2: 8,515 shares; 2025Q3: 8,793 shares; 2025Q4: 8,808 shares; 2026Q1: 8,851 shares; 2026Q2: 8,663 shares 8,663 $963K 0.13% -188 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,434 shares; 2024Q4: 19,434 shares; 2025Q1: 19,434 shares; 2025Q2: 19,653 shares; 2025Q3: 19,653 shares; 2025Q4: 18,821 shares; 2026Q1: 18,821 shares; 2026Q2: 18,145 shares 18,145 $950K 0.13% -676 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: 1,201 shares; 2024Q4: 1,251 shares; 2025Q1: 1,359 shares; 2025Q2: 1,349 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,351 shares 1,351 $929K 0.12% +1 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515 shares; 2024Q4: 513 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 539 shares; 2025Q4: 541 shares; 2026Q1: 581 shares; 2026Q2: 564 shares 564 $919K 0.12% -17 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: 924 shares; 2024Q4: 917 shares; 2025Q1: 936 shares; 2025Q2: 971 shares; 2025Q3: 953 shares; 2025Q4: 919 shares; 2026Q1: 938 shares; 2026Q2: 916 shares 916 $872K 0.12% -22 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: 8,727 shares; 2024Q4: 4,028 shares; 2025Q1: 3,899 shares; 2025Q2: 3,906 shares; 2025Q3: 3,913 shares; 2025Q4: 2,905 shares; 2026Q1: 2,908 shares; 2026Q2: 2,890 shares 2,890 $853K 0.11% -18 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: 2,077 shares; 2024Q4: 2,142 shares; 2025Q1: 2,060 shares; 2025Q2: 1,947 shares; 2025Q3: 1,968 shares; 2025Q4: 2,000 shares; 2026Q1: 1,951 shares; 2026Q2: 2,041 shares 2,041 $846K 0.11% +90 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: 24,262 shares; 2024Q4: 25,509 shares; 2025Q1: 10,922 shares; 2025Q2: 15,312 shares; 2025Q3: 15,318 shares; 2025Q4: 15,430 shares; 2026Q1: 15,449 shares; 2026Q2: 14,334 shares 14,334 $842K 0.11% -1,115 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: 756 shares; 2024Q4: 844 shares; 2025Q1: 788 shares; 2025Q2: 813 shares; 2025Q3: 831 shares; 2025Q4: 830 shares; 2026Q1: 836 shares; 2026Q2: 826 shares 826 $841K 0.11% -10 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: 2,639 shares; 2024Q4: 2,683 shares; 2025Q1: 2,592 shares; 2025Q2: 2,645 shares; 2025Q3: 2,706 shares; 2025Q4: 2,638 shares; 2026Q1: 2,673 shares; 2026Q2: 2,530 shares 2,530 $840K 0.11% -143 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: 3,192 shares; 2024Q4: 3,390 shares; 2025Q1: 3,203 shares; 2025Q2: 3,062 shares; 2025Q3: 3,055 shares; 2025Q4: 3,136 shares; 2026Q1: 3,299 shares; 2026Q2: 3,218 shares 3,218 $825K 0.11% -81 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: 3,423 shares; 2024Q4: 3,190 shares; 2025Q1: 3,153 shares; 2025Q2: 3,283 shares; 2025Q3: 3,295 shares; 2025Q4: 3,104 shares; 2026Q1: 3,204 shares; 2026Q2: 3,136 shares 3,136 $787K 0.1% -68 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: 5,578 shares; 2024Q4: 9,264 shares; 2025Q1: 5,922 shares; 2025Q2: 5,328 shares; 2025Q3: 5,504 shares; 2025Q4: 5,552 shares; 2026Q1: 5,625 shares; 2026Q2: 4,948 shares 4,948 $769K 0.1% -677 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $767K 0.1% 0 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: 1,399 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,548 shares; 2025Q4: 1,606 shares; 2026Q1: 1,636 shares; 2026Q2: 1,582 shares 1,582 $753K 0.1% -54 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: 5,427 shares; 2024Q4: 5,555 shares; 2025Q1: 5,691 shares; 2025Q2: 5,968 shares; 2025Q3: 5,957 shares; 2025Q4: 6,005 shares; 2026Q1: 6,503 shares; 2026Q2: 6,328 shares 6,328 $734K 0.1% -175 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,050 shares; 2024Q4: 9,950 shares; 2025Q1: 9,988 shares; 2025Q2: 10,559 shares; 2025Q3: 10,770 shares; 2025Q4: 12,675 shares; 2026Q1: 24,157 shares; 2026Q2: 10,147 shares 10,147 $733K 0.1% -14,010 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,855 shares; 2024Q4: 7,857 shares; 2025Q1: 7,729 shares; 2025Q2: 7,794 shares; 2025Q3: 7,776 shares; 2025Q4: 7,754 shares; 2026Q1: 7,779 shares; 2026Q2: 7,729 shares 7,729 $731K 0.1% -50 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: 8,226 shares; 2024Q4: 8,919 shares; 2025Q1: 8,992 shares; 2025Q2: 8,390 shares; 2025Q3: 8,547 shares; 2025Q4: 7,651 shares; 2026Q1: 7,705 shares; 2026Q2: 7,325 shares 7,325 $725K 0.1% -380 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: 4,244 shares; 2024Q4: 4,245 shares; 2025Q1: 4,246 shares; 2025Q2: 8,804 shares; 2025Q3: 8,748 shares; 2025Q4: 8,749 shares; 2026Q1: 8,749 shares; 2026Q2: 9,125 shares 9,125 $687K 0.09% +376 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: not reported; 2026Q2: 8,750 shares 8,750 $679K 0.09% new 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: 2,412 shares; 2024Q4: 2,554 shares; 2025Q1: 2,409 shares; 2025Q2: 2,472 shares; 2025Q3: 2,479 shares; 2025Q4: 2,482 shares; 2026Q1: 2,457 shares; 2026Q2: 1,989 shares 1,989 $669K 0.09% -468 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: 2,734 shares; 2024Q4: 2,736 shares; 2025Q1: 2,739 shares; 2025Q2: 2,741 shares; 2025Q3: 2,743 shares; 2025Q4: 3,101 shares; 2026Q1: 3,125 shares; 2026Q2: 2,777 shares 2,777 $664K 0.09% -348 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,204 shares; 2024Q4: 1,213 shares; 2025Q1: 1,206 shares; 2025Q2: 1,232 shares; 2025Q3: 1,223 shares; 2025Q4: 1,224 shares; 2026Q1: 1,203 shares; 2026Q2: 1,209 shares 1,209 $660K 0.09% +6 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: 736 shares; 2024Q4: 801 shares; 2025Q1: 754 shares; 2025Q2: 787 shares; 2025Q3: 803 shares; 2025Q4: 815 shares; 2026Q1: 823 shares; 2026Q2: 806 shares 806 $657K 0.09% -17 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: 18,092 shares; 2024Q4: 17,440 shares; 2025Q1: 15,977 shares; 2025Q2: 12,525 shares; 2025Q3: 10,237 shares; 2025Q4: 8,695 shares; 2026Q1: 8,637 shares; 2026Q2: 8,636 shares 8,636 $648K 0.09% -1 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: 1,398 shares; 2024Q4: 1,400 shares; 2025Q1: 1,421 shares; 2025Q2: 1,429 shares; 2025Q3: 1,430 shares; 2025Q4: 1,011 shares; 2026Q1: 936 shares; 2026Q2: 937 shares 937 $644K 0.09% +1 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,386 shares; 2024Q4: 5,447 shares; 2025Q1: 5,177 shares; 2025Q2: 5,283 shares; 2025Q3: 5,319 shares; 2025Q4: 5,193 shares; 2026Q1: 5,022 shares; 2026Q2: 4,918 shares 4,918 $639K 0.08% -104 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: 2,846 shares; 2024Q4: 2,899 shares; 2025Q1: 2,934 shares; 2025Q2: 3,007 shares; 2025Q3: 3,053 shares; 2025Q4: 3,058 shares; 2026Q1: 3,062 shares; 2026Q2: 3,019 shares 3,019 $635K 0.08% -43 Timeline IVW 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: 4,669 shares; 2026Q1: 4,673 shares; 2026Q2: 4,673 shares 4,673 $632K 0.08% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,572 shares; 2024Q4: 13,648 shares; 2025Q1: 11,800 shares; 2025Q2: 12,234 shares; 2025Q3: 12,296 shares; 2025Q4: 12,274 shares; 2026Q1: 12,291 shares; 2026Q2: 12,239 shares 12,239 $617K 0.08% -52 Timeline SCHC 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: 23,896 shares; 2024Q4: 24,218 shares; 2025Q1: 25,188 shares; 2025Q2: 26,492 shares; 2025Q3: 19,094 shares; 2025Q4: 16,915 shares; 2026Q1: 15,682 shares; 2026Q2: 12,666 shares 12,666 $612K 0.08% -3,016 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: 24,050 shares; 2024Q4: 13,374 shares; 2025Q1: 17,618 shares; 2025Q2: 19,942 shares; 2025Q3: 15,430 shares; 2025Q4: 12,840 shares; 2026Q1: 10,429 shares; 2026Q2: 7,233 shares 7,233 $607K 0.08% -3,196 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,348 shares; 2025Q3: 3,307 shares; 2025Q4: 3,283 shares; 2026Q1: 3,233 shares; 2026Q2: 2,847 shares 2,847 $595K 0.08% -386 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: not reported; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: 1,651 shares; 2025Q3: 1,721 shares; 2025Q4: 1,752 shares; 2026Q1: 1,752 shares; 2026Q2: 1,396 shares 1,396 $593K 0.08% -356 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,004 shares; 2024Q4: 2,036 shares; 2025Q1: 2,027 shares; 2025Q2: 2,007 shares; 2025Q3: 1,976 shares; 2025Q4: 1,942 shares; 2026Q1: 2,103 shares; 2026Q2: 2,028 shares 2,028 $559K 0.07% -75 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681 shares; 2024Q4: 688 shares; 2025Q1: 681 shares; 2025Q2: 700 shares; 2025Q3: 703 shares; 2025Q4: 700 shares; 2026Q1: 702 shares; 2026Q2: 699 shares 699 $557K 0.07% -3 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 3,418 shares; 2026Q2: 3,240 shares 3,240 $550K 0.07% -178 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: 2,017 shares; 2024Q4: 2,027 shares; 2025Q1: 2,051 shares; 2025Q2: 2,066 shares; 2025Q3: 2,071 shares; 2025Q4: 2,066 shares; 2026Q1: 1,949 shares; 2026Q2: 1,881 shares 1,881 $550K 0.07% -68 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: 1,723 shares; 2025Q1: 1,719 shares; 2025Q2: 1,747 shares; 2025Q3: 1,744 shares; 2025Q4: 1,746 shares; 2026Q1: 1,748 shares; 2026Q2: 1,743 shares 1,743 $549K 0.07% -5 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: 1,010 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,088 shares; 2025Q4: 1,050 shares; 2026Q1: 1,073 shares; 2026Q2: 1,046 shares 1,046 $531K 0.07% -27 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: 3,678 shares; 2024Q4: 4,233 shares; 2025Q1: 3,418 shares; 2025Q2: 3,543 shares; 2025Q3: 3,619 shares; 2025Q4: 3,841 shares; 2026Q1: 3,959 shares; 2026Q2: 3,870 shares 3,870 $504K 0.07% -89 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,598 shares 10,598 $501K 0.07% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,263 shares; 2024Q4: 2,319 shares; 2025Q1: 2,369 shares; 2025Q2: 2,459 shares; 2025Q3: 2,465 shares; 2025Q4: 2,470 shares; 2026Q1: 2,484 shares; 2026Q2: 2,248 shares 2,248 $484K 0.06% -236 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 356 shares; 2025Q1: 359 shares; 2025Q2: 5,415 shares; 2025Q3: 5,442 shares; 2025Q4: 5,322 shares; 2026Q1: 5,362 shares; 2026Q2: 5,324 shares 5,324 $476K 0.06% -38 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: 1,919 shares; 2024Q4: 2,209 shares; 2025Q1: 2,224 shares; 2025Q2: 2,145 shares; 2025Q3: 2,317 shares; 2025Q4: 2,208 shares; 2026Q1: 2,388 shares; 2026Q2: 2,415 shares 2,415 $475K 0.06% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,730 shares; 2025Q3: 5,730 shares; 2025Q4: 5,730 shares; 2026Q1: 5,730 shares; 2026Q2: 5,730 shares 5,730 $475K 0.06% 0 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: 922 shares; 2024Q4: 958 shares; 2025Q1: 2,342 shares; 2025Q2: 2,397 shares; 2025Q3: 1,741 shares; 2025Q4: 1,723 shares; 2026Q1: 1,606 shares; 2026Q2: 1,503 shares 1,503 $468K 0.06% -103 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: 2,830 shares; 2024Q4: 2,941 shares; 2025Q1: 2,908 shares; 2025Q2: 3,101 shares; 2025Q3: 3,112 shares; 2025Q4: 3,044 shares; 2026Q1: 2,883 shares; 2026Q2: 4,725 shares 4,725 $455K 0.06% +1,842 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: 6,249 shares; 2024Q4: 5,336 shares; 2025Q1: 5,337 shares; 2025Q2: 5,338 shares; 2025Q3: 5,339 shares; 2025Q4: 5,343 shares; 2026Q1: 5,343 shares; 2026Q2: 5,344 shares 5,344 $452K 0.06% +1 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,851 shares; 2024Q4: 2,388 shares; 2025Q1: 2,374 shares; 2025Q2: 2,399 shares; 2025Q3: 2,397 shares; 2025Q4: 2,347 shares; 2026Q1: 2,345 shares; 2026Q2: 2,345 shares 2,345 $449K 0.06% 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: 1,052 shares; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 1,134 shares; 2026Q2: 1,104 shares 1,104 $446K 0.06% -30 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: 2,757 shares; 2024Q4: 2,634 shares; 2025Q1: 2,662 shares; 2025Q2: 2,746 shares; 2025Q3: 2,734 shares; 2025Q4: 2,724 shares; 2026Q1: 2,718 shares; 2026Q2: 2,778 shares 2,778 $437K 0.06% +60 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: 531 shares 531 $437K 0.06% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 488 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 493 shares; 2026Q1: 494 shares; 2026Q2: 493 shares 493 $430K 0.06% -1 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,450 shares; 2024Q4: 6,662 shares; 2025Q1: 6,511 shares; 2025Q2: 6,331 shares; 2025Q3: 6,273 shares; 2025Q4: 6,465 shares; 2026Q1: 6,540 shares; 2026Q2: 6,472 shares 6,472 $423K 0.06% -68 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: 472 shares; 2024Q4: 472 shares; 2025Q1: 481 shares; 2025Q2: 492 shares; 2025Q3: 490 shares; 2025Q4: 491 shares; 2026Q1: 492 shares; 2026Q2: 490 shares 490 $420K 0.06% -2 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,291 shares; 2024Q4: 1,303 shares; 2025Q1: 1,316 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,341 shares; 2026Q1: 1,346 shares; 2026Q2: 1,330 shares 1,330 $414K 0.05% -16 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: 1,595 shares; 2024Q4: 1,577 shares; 2025Q1: 1,591 shares; 2025Q2: 1,517 shares; 2025Q3: 1,564 shares; 2025Q4: 1,525 shares; 2026Q1: 1,533 shares; 2026Q2: 1,524 shares 1,524 $413K 0.05% -9 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,976 shares; 2024Q4: 3,120 shares; 2025Q1: 2,862 shares; 2025Q2: 2,060 shares; 2025Q3: 1,829 shares; 2025Q4: 2,032 shares; 2026Q1: 2,071 shares; 2026Q2: 2,161 shares 2,161 $412K 0.05% +90 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,565 shares; 2024Q4: 4,585 shares; 2025Q1: 3,798 shares; 2025Q2: 4,072 shares; 2025Q3: 5,130 shares; 2025Q4: 4,906 shares; 2026Q1: 4,917 shares; 2026Q2: 4,707 shares 4,707 $412K 0.05% -210 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: 923 shares; 2024Q4: 1,040 shares; 2025Q1: 969 shares; 2025Q2: 975 shares; 2025Q3: 1,071 shares; 2025Q4: 1,073 shares; 2026Q1: 1,093 shares; 2026Q2: 1,064 shares 1,064 $410K 0.05% -29 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,072 shares; 2026Q1: 1,076 shares; 2026Q2: 1,062 shares 1,062 $390K 0.05% -14 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011 shares; 2024Q4: 1,024 shares; 2025Q1: not reported; 2025Q2: 1,069 shares; 2025Q3: 1,072 shares; 2025Q4: 1,061 shares; 2026Q1: 1,068 shares; 2026Q2: 1,055 shares 1,055 $387K 0.05% -13 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: 8,100 shares; 2024Q4: 9,388 shares; 2025Q1: 8,636 shares; 2025Q2: 8,328 shares; 2025Q3: 8,571 shares; 2025Q4: 8,652 shares; 2026Q1: 7,973 shares; 2026Q2: 8,062 shares 8,062 $377K 0.05% +89 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,008 shares; 2024Q4: 1,119 shares; 2025Q1: 1,030 shares; 2025Q2: 1,059 shares; 2025Q3: 1,005 shares; 2025Q4: 999 shares; 2026Q1: 1,084 shares; 2026Q2: 1,072 shares 1,072 $376K 0.05% -12 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,820 shares; 2025Q3: 2,766 shares; 2025Q4: 2,748 shares; 2026Q1: 2,773 shares; 2026Q2: 2,714 shares 2,714 $359K 0.05% -59 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 736 shares; 2024Q4: 742 shares; 2025Q1: 739 shares; 2025Q2: 762 shares; 2025Q3: 762 shares; 2025Q4: 756 shares; 2026Q1: 736 shares; 2026Q2: 750 shares 750 $359K 0.05% +14 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: 718 shares; 2024Q4: 734 shares; 2025Q1: not reported; 2025Q2: 767 shares; 2025Q3: 779 shares; 2025Q4: 769 shares; 2026Q1: 784 shares; 2026Q2: 860 shares 860 $357K 0.05% +76 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992 shares; 2024Q4: 1,022 shares; 2025Q1: 1,036 shares; 2025Q2: 1,055 shares; 2025Q3: 1,009 shares; 2025Q4: 1,000 shares; 2026Q1: 957 shares; 2026Q2: 950 shares 950 $356K 0.05% -7 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: 919 shares; 2024Q4: 919 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,082 shares; 2026Q2: 4,341 shares 4,341 $351K 0.05% +3,259 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,747 shares; 2024Q4: 21,838 shares; 2025Q1: 22,237 shares; 2025Q2: 22,049 shares; 2025Q3: 12,373 shares; 2025Q4: 12,406 shares; 2026Q1: 12,400 shares; 2026Q2: 12,350 shares 12,350 $350K 0.05% -50 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633 shares; 2024Q4: 636 shares; 2025Q1: 646 shares; 2025Q2: 659 shares; 2025Q3: 650 shares; 2025Q4: 648 shares; 2026Q1: 652 shares; 2026Q2: 646 shares 646 $350K 0.05% -6 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194 shares; 2024Q4: 1,209 shares; 2025Q1: 1,257 shares; 2025Q2: 1,272 shares; 2025Q3: 1,275 shares; 2025Q4: 1,262 shares; 2026Q1: 1,270 shares; 2026Q2: 1,268 shares 1,268 $335K 0.04% -2 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621 shares; 2024Q4: 609 shares; 2025Q1: 591 shares; 2025Q2: 599 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 567 shares; 2026Q2: 555 shares 555 $319K 0.04% -12 Timeline JNK 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: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 3,245 shares; 2025Q3: 3,245 shares; 2025Q4: 3,245 shares; 2026Q1: 3,245 shares; 2026Q2: 3,245 shares 3,245 $310K 0.04% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 266 shares; 2025Q3: 267 shares; 2025Q4: 266 shares; 2026Q1: 286 shares; 2026Q2: 284 shares 284 $310K 0.04% -2 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,401 shares 3,401 $307K 0.04% 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: 399 shares; 2024Q4: 408 shares; 2025Q1: 443 shares; 2025Q2: 475 shares; 2025Q3: 477 shares; 2025Q4: 4,483 shares; 2026Q1: 4,704 shares; 2026Q2: 4,154 shares 4,154 $298K 0.04% -550 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 770 shares; 2025Q1: not reported; 2025Q2: 791 shares; 2025Q3: 797 shares; 2025Q4: 793 shares; 2026Q1: 805 shares; 2026Q2: 792 shares 792 $295K 0.04% -13 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491 shares; 2024Q4: 504 shares; 2025Q1: 523 shares; 2025Q2: 544 shares; 2025Q3: 523 shares; 2025Q4: 501 shares; 2026Q1: 498 shares; 2026Q2: 490 shares 490 $291K 0.04% -8 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 913 shares; 2026Q2: 904 shares 904 $286K 0.04% -9 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: 2,434 shares; 2024Q4: 2,729 shares; 2025Q1: 2,581 shares; 2025Q2: 2,657 shares; 2025Q3: 2,428 shares; 2025Q4: 1,797 shares; 2026Q1: 2,068 shares; 2026Q2: 1,971 shares 1,971 $285K 0.04% -97 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,825 shares; 2025Q3: 42,712 shares; 2025Q4: 42,746 shares; 2026Q1: 41,454 shares; 2026Q2: 6,258 shares 6,258 $279K 0.04% -35,196 Timeline IBTG 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: 12,019 shares; 2025Q4: 12,019 shares; 2026Q1: 12,019 shares; 2026Q2: 12,019 shares 12,019 $275K 0.04% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657 shares; 2024Q4: 663 shares; 2025Q1: 657 shares; 2025Q2: 678 shares; 2025Q3: 684 shares; 2025Q4: 658 shares; 2026Q1: 686 shares; 2026Q2: 630 shares 630 $274K 0.04% -56 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449 shares; 2024Q4: 454 shares; 2025Q1: 470 shares; 2025Q2: 487 shares; 2025Q3: 476 shares; 2025Q4: 467 shares; 2026Q1: 475 shares; 2026Q2: 464 shares 464 $270K 0.04% -11 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS 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: 676 shares; 2025Q4: 650 shares; 2026Q1: 707 shares; 2026Q2: 698 shares 698 $268K 0.04% -9 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193 shares; 2025Q3: not reported; 2025Q4: 191 shares; 2026Q1: 193 shares; 2026Q2: 192 shares 192 $266K 0.04% -1 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,235 shares; 2024Q4: 1,237 shares; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,244 shares; 2025Q4: 1,239 shares; 2026Q1: 1,229 shares; 2026Q2: 1,230 shares 1,230 $261K 0.03% +1 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,890 shares; 2024Q4: 3,113 shares; 2025Q1: not reported; 2025Q2: 3,029 shares; 2025Q3: 2,668 shares; 2025Q4: 2,660 shares; 2026Q1: 3,096 shares; 2026Q2: 3,004 shares 3,004 $261K 0.03% -92 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 84 shares; 2025Q2: 87 shares; 2025Q3: 89 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 86 shares 86 $258K 0.03% -1 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 1,404 shares; 2025Q1: 1,400 shares; 2025Q2: 1,192 shares; 2025Q3: 1,169 shares; 2025Q4: 1,164 shares; 2026Q1: 1,165 shares; 2026Q2: 756 shares 756 $254K 0.03% -409 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,167 shares; 2026Q1: 1,172 shares; 2026Q2: 1,004 shares 1,004 $252K 0.03% -168 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 685 shares; 2024Q4: 666 shares; 2025Q1: 680 shares; 2025Q2: 687 shares; 2025Q3: 674 shares; 2025Q4: 660 shares; 2026Q1: 641 shares; 2026Q2: 641 shares 641 $251K 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,873 shares; 2025Q1: not reported; 2025Q2: 3,048 shares; 2025Q3: 3,073 shares; 2025Q4: 3,082 shares; 2026Q1: 2,991 shares; 2026Q2: 2,905 shares 2,905 $251K 0.03% -86 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,766 shares; 2024Q4: not reported; 2025Q1: 1,832 shares; 2025Q2: 1,863 shares; 2025Q3: 1,784 shares; 2025Q4: 1,773 shares; 2026Q1: 1,781 shares; 2026Q2: 1,769 shares 1,769 $251K 0.03% -12 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: 5,262 shares; 2024Q4: 5,262 shares; 2025Q1: 5,262 shares; 2025Q2: 5,262 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,101 shares 3,101 $248K 0.03% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 52 shares; 2026Q1: 54 shares; 2026Q2: 1,266 shares 1,266 $244K 0.03% +1,212 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 754 shares; 2025Q3: 714 shares; 2025Q4: 740 shares; 2026Q1: not reported; 2026Q2: 1,088 shares 1,088 $243K 0.03% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 603 shares; 2026Q1: 604 shares; 2026Q2: 603 shares 603 $242K 0.03% -1 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,479 shares; 2024Q4: 2,581 shares; 2025Q1: 2,395 shares; 2025Q2: 2,441 shares; 2025Q3: 1,992 shares; 2025Q4: 1,916 shares; 2026Q1: 1,935 shares; 2026Q2: 1,914 shares 1,914 $240K 0.03% -21 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,609 shares; 2026Q1: 2,609 shares; 2026Q2: 2,609 shares 2,609 $239K 0.03% 0 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: 3,615 shares; 2024Q4: 3,393 shares; 2025Q1: 3,565 shares; 2025Q2: 3,730 shares; 2025Q3: 3,723 shares; 2025Q4: 958 shares; 2026Q1: 958 shares; 2026Q2: 958 shares 958 $234K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS 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: 935 shares 935 $234K 0.03% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 774 shares; 2024Q4: 696 shares; 2025Q1: 709 shares; 2025Q2: 721 shares; 2025Q3: 711 shares; 2025Q4: 710 shares; 2026Q1: 638 shares; 2026Q2: 648 shares 648 $234K 0.03% +10 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208 shares; 2024Q4: 210 shares; 2025Q1: 211 shares; 2025Q2: 214 shares; 2025Q3: 208 shares; 2025Q4: 211 shares; 2026Q1: 204 shares; 2026Q2: 208 shares 208 $234K 0.03% +4 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,878 shares; 2025Q3: 1,886 shares; 2025Q4: 2,127 shares; 2026Q1: 2,127 shares; 2026Q2: 1,993 shares 1,993 $233K 0.03% -134 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: 642 shares 642 $231K 0.03% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,784 shares; 2025Q4: 1,797 shares; 2026Q1: 1,812 shares; 2026Q2: 1,768 shares 1,768 $230K 0.03% -44 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768 shares; 2024Q4: 789 shares; 2025Q1: 812 shares; 2025Q2: 840 shares; 2025Q3: 815 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 859 shares 859 $229K 0.03% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC 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: 1,064 shares; 2025Q4: 1,076 shares; 2026Q1: 1,071 shares; 2026Q2: 1,107 shares 1,107 $228K 0.03% +36 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,538 shares; 2024Q4: 1,407 shares; 2025Q1: 1,439 shares; 2025Q2: 740 shares; 2025Q3: 587 shares; 2025Q4: 648 shares; 2026Q1: not reported; 2026Q2: 579 shares 579 $218K 0.03% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) 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: 2,080 shares; 2026Q1: not reported; 2026Q2: 2,050 shares 2,050 $216K 0.03% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,877 shares 1,877 $214K 0.03% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,110 shares; 2024Q4: 8,798 shares; 2025Q1: 24,770 shares; 2025Q2: not reported; 2025Q3: 7,710 shares; 2025Q4: 7,865 shares; 2026Q1: 8,915 shares; 2026Q2: 8,406 shares 8,406 $210K 0.03% -509 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,271 shares 1,271 $204K 0.03% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272 shares; 2026Q2: 267 shares 267 $204K 0.03% -5 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,388 shares 1,388 $202K 0.03% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 984 shares; 2024Q4: 1,100 shares; 2025Q1: 1,004 shares; 2025Q2: 1,023 shares; 2025Q3: 1,044 shares; 2025Q4: 1,012 shares; 2026Q1: 1,022 shares; 2026Q2: 969 shares 969 $201K 0.03% -53 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: 1,926 shares; 2024Q4: 1,989 shares; 2025Q1: 2,055 shares; 2025Q2: 2,177 shares; 2025Q3: 2,273 shares; 2025Q4: 2,148 shares; 2026Q1: 2,113 shares; 2026Q2: 1,898 shares 1,898 $201K 0.03% -215 Timeline