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: 457,329 shares; 2024Q4: 470,222 shares; 2025Q1: 479,513 shares; 2025Q2: 565,599 shares; 2025Q3: 583,079 shares; 2025Q4: 583,567 shares; 2026Q1: 591,966 shares; 2026Q2: 588,447 shares 588,447 $73.4M 17.33% -3,519 Timeline AVGV 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: 349,436 shares; 2024Q4: 382,534 shares; 2025Q1: 395,336 shares; 2025Q2: 422,349 shares; 2025Q3: 455,200 shares; 2025Q4: 460,263 shares; 2026Q1: 534,577 shares; 2026Q2: 613,056 shares 613,056 $52.1M 12.3% +78,479 Timeline DUHP 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: 687,818 shares; 2024Q4: 726,739 shares; 2025Q1: 760,626 shares; 2025Q2: 824,568 shares; 2025Q3: 876,421 shares; 2025Q4: 876,182 shares; 2026Q1: 1,199,622 shares; 2026Q2: 1,189,266 shares 1,189,266 $49.6M 11.71% -10,356 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: 282,497 shares; 2024Q4: 301,613 shares; 2025Q1: 305,518 shares; 2025Q2: 330,653 shares; 2025Q3: 329,207 shares; 2025Q4: 322,363 shares; 2026Q1: 313,555 shares; 2026Q2: 317,877 shares 317,877 $32.8M 7.73% +4,322 Timeline AVGE 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: 52,469 shares; 2024Q4: 82,919 shares; 2025Q1: 101,221 shares; 2025Q2: 146,880 shares; 2025Q3: 160,562 shares; 2025Q4: 232,703 shares; 2026Q1: 278,601 shares; 2026Q2: 297,253 shares 297,253 $29.5M 6.95% +18,652 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,237 shares; 2024Q4: 407,495 shares; 2025Q1: 424,472 shares; 2025Q2: 435,299 shares; 2025Q3: 473,703 shares; 2025Q4: 489,427 shares; 2026Q1: 723,499 shares; 2026Q2: 729,518 shares 729,518 $24.9M 5.88% +6,019 Timeline AVES 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: 217,581 shares; 2024Q4: 229,444 shares; 2025Q1: 236,254 shares; 2025Q2: 271,441 shares; 2025Q3: 278,355 shares; 2025Q4: 280,157 shares; 2026Q1: 285,808 shares; 2026Q2: 289,074 shares 289,074 $19M 4.48% +3,266 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,303 shares; 2024Q4: 231,404 shares; 2025Q1: 240,345 shares; 2025Q2: 266,053 shares; 2025Q3: 290,296 shares; 2025Q4: 301,384 shares; 2026Q1: 350,778 shares; 2026Q2: 376,067 shares 376,067 $15.9M 3.75% +25,289 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,446 shares; 2024Q4: 67,306 shares; 2025Q1: 67,178 shares; 2025Q2: 82,657 shares; 2025Q3: 91,830 shares; 2025Q4: 89,620 shares; 2026Q1: 109,999 shares; 2026Q2: 111,324 shares 111,324 $14.3M 3.37% +1,325 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,213 shares; 2024Q4: 85,063 shares; 2025Q1: 83,014 shares; 2025Q2: 87,151 shares; 2025Q3: 85,434 shares; 2025Q4: 85,048 shares; 2026Q1: 38,675 shares; 2026Q2: 38,700 shares 38,700 $13.3M 3.13% +25 Timeline DFGP 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: 51,030 shares; 2024Q4: 63,989 shares; 2025Q1: 64,248 shares; 2025Q2: 71,470 shares; 2025Q3: 92,801 shares; 2025Q4: 132,039 shares; 2026Q1: 197,859 shares; 2026Q2: 228,393 shares 228,393 $12.4M 2.94% +30,534 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: 48,262 shares; 2024Q4: 55,785 shares; 2025Q1: 60,712 shares; 2025Q2: 63,855 shares; 2025Q3: 98,653 shares; 2025Q4: 128,611 shares; 2026Q1: 160,292 shares; 2026Q2: 180,461 shares 180,461 $8.62M 2.03% +20,169 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: 29,264 shares; 2024Q4: 29,777 shares; 2025Q1: 31,253 shares; 2025Q2: 36,404 shares; 2025Q3: 40,913 shares; 2025Q4: 39,759 shares; 2026Q1: 64,897 shares; 2026Q2: 64,643 shares 64,643 $5.77M 1.36% -254 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,213 shares; 2024Q4: 230,933 shares; 2025Q1: 228,883 shares; 2025Q2: 237,925 shares; 2025Q3: 233,961 shares; 2025Q4: 238,317 shares; 2026Q1: 86,479 shares; 2026Q2: 86,855 shares 86,855 $4.63M 1.09% +376 Timeline DEHP 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: 74,809 shares; 2024Q4: 86,519 shares; 2025Q1: 88,448 shares; 2025Q2: 95,802 shares; 2025Q3: 99,646 shares; 2025Q4: 103,516 shares; 2026Q1: 105,098 shares; 2026Q2: 104,333 shares 104,333 $4.46M 1.05% -765 Timeline EA SERIES TRUST EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,272 shares; 2026Q1: 81,272 shares; 2026Q2: 80,965 shares 80,965 $4.31M 1.02% -307 NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,210 shares; 2024Q4: 5,908 shares; 2025Q1: 4,831 shares; 2025Q2: 4,956 shares; 2025Q3: 20,086 shares; 2025Q4: 20,239 shares; 2026Q1: 18,698 shares; 2026Q2: 18,873 shares 18,873 $3.78M 0.89% +175 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: 1,206 shares; 2024Q4: 4,680 shares; 2025Q1: 4,645 shares; 2025Q2: 4,629 shares; 2025Q3: 5,129 shares; 2025Q4: 5,199 shares; 2026Q1: 5,217 shares; 2026Q2: 5,076 shares 5,076 $3.49M 0.82% -141 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,835 shares; 2024Q4: 24,449 shares; 2025Q1: 24,988 shares; 2025Q2: 30,396 shares; 2025Q3: 30,555 shares; 2025Q4: 30,430 shares; 2026Q1: 31,086 shares; 2026Q2: 31,354 shares 31,354 $3.42M 0.81% +268 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,923 shares; 2024Q4: 9,363 shares; 2025Q1: 9,081 shares; 2025Q2: 9,911 shares; 2025Q3: 9,724 shares; 2025Q4: 9,696 shares; 2026Q1: 9,697 shares; 2026Q2: 8,503 shares 8,503 $3.15M 0.74% -1,194 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: 7,952 shares; 2024Q4: 8,211 shares; 2025Q1: 8,207 shares; 2025Q2: 8,213 shares; 2025Q3: 7,784 shares; 2025Q4: 7,661 shares; 2026Q1: 7,353 shares; 2026Q2: 7,548 shares 7,548 $2.7M 0.64% +195 Timeline DFNM 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: 6,183 shares; 2024Q4: 6,240 shares; 2025Q1: 6,490 shares; 2025Q2: 7,775 shares; 2025Q3: 19,400 shares; 2025Q4: 43,449 shares; 2026Q1: 49,216 shares; 2026Q2: 55,527 shares 55,527 $2.68M 0.63% +6,311 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,433 shares; 2026Q2: 32,003 shares 32,003 $2.42M 0.57% +23,570 Timeline DGCB 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: 11,583 shares; 2024Q4: 32,614 shares; 2025Q1: 34,734 shares; 2025Q2: 38,720 shares; 2025Q3: 49,714 shares; 2025Q4: 46,796 shares; 2026Q1: 42,851 shares; 2026Q2: 39,405 shares 39,405 $2.15M 0.51% -3,446 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: 9,183 shares; 2024Q4: 10,069 shares; 2025Q1: 9,757 shares; 2025Q2: 9,788 shares; 2025Q3: 10,291 shares; 2025Q4: 9,483 shares; 2026Q1: 6,898 shares; 2026Q2: 7,181 shares 7,181 $2.08M 0.49% +283 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,212 shares; 2024Q4: 26,896 shares; 2025Q1: 19,390 shares; 2025Q2: 25,794 shares; 2025Q3: 18,948 shares; 2025Q4: 18,892 shares; 2026Q1: 36,302 shares; 2026Q2: 37,778 shares 37,778 $1.92M 0.45% +1,476 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: 19,906 shares; 2024Q4: 20,117 shares; 2025Q1: 20,523 shares; 2025Q2: 18,151 shares; 2025Q3: 18,144 shares; 2025Q4: 18,351 shares; 2026Q1: 18,372 shares; 2026Q2: 24,507 shares 24,507 $1.9M 0.45% +6,135 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: 19,834 shares; 2024Q4: 19,808 shares; 2025Q1: 19,794 shares; 2025Q2: 23,753 shares; 2025Q3: 23,690 shares; 2025Q4: 23,942 shares; 2026Q1: 25,175 shares; 2026Q2: 25,177 shares 25,177 $1.76M 0.42% +2 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: 735 shares; 2026Q1: 1,260 shares; 2026Q2: 1,253 shares 1,253 $1.45M 0.34% -7 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,341 shares; 2024Q4: 27,615 shares; 2025Q1: 27,688 shares; 2025Q2: 27,811 shares; 2025Q3: 24,570 shares; 2025Q4: 24,820 shares; 2026Q1: 24,840 shares; 2026Q2: 24,883 shares 24,883 $1.38M 0.33% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,204 shares; 2025Q4: 3,173 shares; 2026Q1: 3,218 shares; 2026Q2: 3,173 shares 3,173 $1.33M 0.31% -45 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: 4,496 shares; 2024Q4: 5,880 shares; 2025Q1: 5,749 shares; 2025Q2: 5,859 shares; 2025Q3: 6,259 shares; 2025Q4: 5,215 shares; 2026Q1: 5,141 shares; 2026Q2: 5,274 shares 5,274 $1.26M 0.3% +133 Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,556 shares; 2026Q2: 19,556 shares 19,556 $1.11M 0.26% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,580 shares; 2025Q3: 23,912 shares; 2025Q4: 24,255 shares; 2026Q1: 24,306 shares; 2026Q2: 24,348 shares 24,348 $1.08M 0.25% +42 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: 1,858 shares; 2024Q4: 1,873 shares; 2025Q1: 1,867 shares; 2025Q2: 1,875 shares; 2025Q3: 1,824 shares; 2025Q4: 1,839 shares; 2026Q1: 1,998 shares; 2026Q2: 1,823 shares 1,823 $1.03M 0.24% -175 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: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 980 shares; 2026Q1: 980 shares; 2026Q2: 958 shares 958 $1.02M 0.24% -22 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: 3,772 shares; 2024Q4: 11,720 shares; 2025Q1: 11,726 shares; 2025Q2: 12,039 shares; 2025Q3: 12,045 shares; 2025Q4: 11,913 shares; 2026Q1: 11,892 shares; 2026Q2: 11,908 shares 11,908 $1.02M 0.24% +16 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,505 shares; 2025Q3: 1,496 shares; 2025Q4: 1,496 shares; 2026Q1: 1,496 shares; 2026Q2: 1,496 shares 1,496 $981K 0.23% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,478 shares; 2025Q3: 25,839 shares; 2025Q4: 26,149 shares; 2026Q1: 26,195 shares; 2026Q2: 26,476 shares 26,476 $975K 0.23% +281 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,503 shares; 2024Q4: 2,463 shares; 2025Q1: 2,399 shares; 2025Q2: 2,409 shares; 2025Q3: 2,334 shares; 2025Q4: 2,371 shares; 2026Q1: 2,550 shares; 2026Q2: 2,504 shares 2,504 $934K 0.22% -46 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,081 shares; 2024Q4: 16,955 shares; 2025Q1: 16,060 shares; 2025Q2: 11,689 shares; 2025Q3: 11,542 shares; 2025Q4: 11,785 shares; 2026Q1: 10,563 shares; 2026Q2: 10,393 shares 10,393 $821K 0.19% -170 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: 19,320 shares; 2025Q2: 15,021 shares; 2025Q3: 14,853 shares; 2025Q4: 7,815 shares; 2026Q1: 7,860 shares; 2026Q2: 7,929 shares 7,929 $798K 0.19% +69 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,590 shares; 2024Q4: 5,606 shares; 2025Q1: 5,565 shares; 2025Q2: 5,580 shares; 2025Q3: 5,570 shares; 2025Q4: 5,635 shares; 2026Q1: 5,591 shares; 2026Q2: 5,521 shares 5,521 $755K 0.18% -70 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: 14,831 shares; 2025Q3: 14,897 shares; 2025Q4: 15,081 shares; 2026Q1: 14,950 shares; 2026Q2: 15,002 shares 15,002 $582K 0.14% +52 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,768 shares; 2025Q3: 10,768 shares; 2025Q4: 10,768 shares; 2026Q1: 10,752 shares; 2026Q2: 10,752 shares 10,752 $581K 0.14% 0 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: 11,446 shares; 2024Q4: 11,618 shares; 2025Q1: 10,475 shares; 2025Q2: 10,646 shares; 2025Q3: 10,110 shares; 2025Q4: 9,592 shares; 2026Q1: 9,368 shares; 2026Q2: 9,354 shares 9,354 $558K 0.13% -14 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,042 shares; 2025Q3: 20,042 shares; 2025Q4: 24,542 shares; 2026Q1: 24,542 shares; 2026Q2: 20,097 shares 20,097 $550K 0.13% -4,445 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 552 shares; 2026Q2: 552 shares 552 $533K 0.13% 0 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: 393 shares; 2024Q4: 470 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 472 shares; 2025Q4: 520 shares; 2026Q1: 521 shares; 2026Q2: 4,170 shares 4,170 $498K 0.12% +3,649 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,224 shares; 2025Q3: 13,224 shares; 2025Q4: 13,224 shares; 2026Q1: 13,224 shares; 2026Q2: 13,224 shares 13,224 $460K 0.11% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,628 shares; 2025Q1: 2,628 shares; 2025Q2: 6,557 shares; 2025Q3: 6,557 shares; 2025Q4: 5,580 shares; 2026Q1: 4,158 shares; 2026Q2: 3,906 shares 3,906 $442K 0.1% -252 Timeline MLPX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,985 shares; 2026Q2: 5,985 shares 5,985 $441K 0.1% 0 Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 3,683 shares 3,683 $425K 0.1% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,691 shares; 2024Q4: 5,767 shares; 2025Q1: 5,767 shares; 2025Q2: 5,837 shares; 2025Q3: 5,733 shares; 2025Q4: 5,707 shares; 2026Q1: 5,593 shares; 2026Q2: 5,132 shares 5,132 $425K 0.1% -461 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: 363 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 360 shares; 2025Q3: 355 shares; 2025Q4: 356 shares; 2026Q1: 355 shares; 2026Q2: 348 shares 348 $418K 0.1% -7 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 146 shares; 2026Q2: 209 shares 209 $415K 0.1% +63 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: 403 shares; 2024Q4: 465 shares; 2025Q1: 466 shares; 2025Q2: 468 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 470 shares; 2026Q2: 536 shares 536 $402K 0.09% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,555 shares; 2026Q2: 4,140 shares 4,140 $399K 0.09% -415 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,477 shares; 2025Q3: 1,477 shares; 2025Q4: 1,447 shares; 2026Q1: 1,447 shares; 2026Q2: 1,447 shares 1,447 $352K 0.08% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,045 shares; 2025Q4: 4,197 shares; 2026Q1: 4,197 shares; 2026Q2: 4,197 shares 4,197 $333K 0.08% 0 Timeline MLPA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,961 shares; 2026Q2: 5,961 shares 5,961 $316K 0.07% 0 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: 1,152 shares; 2024Q4: 1,197 shares; 2025Q1: 1,155 shares; 2025Q2: 1,156 shares; 2025Q3: 1,175 shares; 2025Q4: 1,161 shares; 2026Q1: 1,159 shares; 2026Q2: 1,160 shares 1,160 $314K 0.07% +1 Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,594 shares; 2024Q4: 9,594 shares; 2025Q1: 9,594 shares; 2025Q2: 9,594 shares; 2025Q3: 9,594 shares; 2025Q4: 9,594 shares; 2026Q1: 9,594 shares; 2026Q2: 9,594 shares 9,594 $307K 0.07% 0 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 6,081 shares 6,081 $306K 0.07% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,798 shares; 2024Q4: 11,974 shares; 2025Q1: 11,937 shares; 2025Q2: 11,653 shares; 2025Q3: 11,780 shares; 2025Q4: 11,952 shares; 2026Q1: 11,996 shares; 2026Q2: 12,124 shares 12,124 $294K 0.07% +128 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: 1,250 shares; 2024Q4: 1,279 shares; 2025Q1: not reported; 2025Q2: 819 shares; 2025Q3: 764 shares; 2025Q4: 877 shares; 2026Q1: 836 shares; 2026Q2: 700 shares 700 $264K 0.06% -136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 401 shares 401 $254K 0.06% +1 Timeline VBCA VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,300 shares 3,300 $250K 0.06% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: not reported; 2026Q1: 561 shares; 2026Q2: 561 shares 561 $239K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,198 shares; 2026Q1: 1,198 shares; 2026Q2: 1,198 shares 1,198 $237K 0.06% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 512 shares; 2025Q1: 527 shares; 2025Q2: 551 shares; 2025Q3: 563 shares; 2025Q4: 512 shares; 2026Q1: not reported; 2026Q2: 466 shares 466 $233K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 636 shares; 2026Q1: not reported; 2026Q2: 636 shares 636 $219K 0.05% new Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 845 shares 845 $211K 0.05% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,890 shares; 2026Q2: 6,890 shares 6,890 $208K 0.05% 0 Timeline