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: 304,480 shares; 2024Q4: 294,983 shares; 2025Q1: 294,710 shares; 2025Q2: 298,605 shares; 2025Q3: 296,609 shares; 2025Q4: 292,935 shares; 2026Q1: 295,789 shares; 2026Q2: 301,376 shares 301,376 $104M 22.1% +5,587 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: 167,609 shares; 2024Q4: 165,245 shares; 2025Q1: 165,656 shares; 2025Q2: 169,746 shares; 2025Q3: 170,395 shares; 2025Q4: 172,321 shares; 2026Q1: 172,797 shares; 2026Q2: 173,301 shares 173,301 $52.5M 11.2% +504 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: 563,606 shares; 2024Q4: 571,742 shares; 2025Q1: 577,974 shares; 2025Q2: 570,071 shares; 2025Q3: 566,700 shares; 2025Q4: 563,899 shares; 2026Q1: 556,531 shares; 2026Q2: 549,176 shares 549,176 $46M 9.81% -7,355 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: 420,593 shares; 2024Q4: 440,074 shares; 2025Q1: 444,927 shares; 2025Q2: 444,855 shares; 2025Q3: 457,269 shares; 2025Q4: 470,819 shares; 2026Q1: 483,643 shares; 2026Q2: 516,400 shares 516,400 $42.7M 9.1% +32,757 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539,744 shares; 2024Q4: 564,787 shares; 2025Q1: 571,279 shares; 2025Q2: 568,242 shares; 2025Q3: 590,806 shares; 2025Q4: 616,356 shares; 2026Q1: 635,361 shares; 2026Q2: 686,632 shares 686,632 $40.5M 8.64% +51,271 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: 339,457 shares; 2024Q4: 797,137 shares; 2025Q1: 795,438 shares; 2025Q2: 807,630 shares; 2025Q3: 800,764 shares; 2025Q4: 799,156 shares; 2026Q1: 799,943 shares; 2026Q2: 808,386 shares 808,386 $35.9M 7.65% +8,443 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: 508,470 shares; 2024Q4: 526,986 shares; 2025Q1: 537,184 shares; 2025Q2: 537,292 shares; 2025Q3: 553,408 shares; 2025Q4: 574,479 shares; 2026Q1: 592,950 shares; 2026Q2: 641,227 shares 641,227 $31.1M 6.62% +48,277 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: 436,331 shares; 2024Q4: 455,876 shares; 2025Q1: 466,435 shares; 2025Q2: 465,463 shares; 2025Q3: 478,634 shares; 2025Q4: 497,757 shares; 2026Q1: 512,349 shares; 2026Q2: 556,533 shares 556,533 $30.3M 6.46% +44,184 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: 262,131 shares; 2024Q4: 705,994 shares; 2025Q1: 709,799 shares; 2025Q2: 701,452 shares; 2025Q3: 695,190 shares; 2025Q4: 689,731 shares; 2026Q1: 674,680 shares; 2026Q2: 670,634 shares 670,634 $24.7M 5.27% -4,046 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: 215,165 shares; 2024Q4: 219,410 shares; 2025Q1: 222,999 shares; 2025Q2: 221,196 shares; 2025Q3: 228,036 shares; 2025Q4: 236,872 shares; 2026Q1: 243,212 shares; 2026Q2: 262,722 shares 262,722 $20.5M 4.37% +19,510 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: 110,707 shares; 2024Q4: 114,602 shares; 2025Q1: 116,307 shares; 2025Q2: 117,026 shares; 2025Q3: 116,998 shares; 2025Q4: 118,015 shares; 2026Q1: 117,741 shares; 2026Q2: 118,364 shares 118,364 $18.3M 3.89% +623 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: 24,583 shares; 2024Q4: 24,339 shares; 2025Q1: 23,945 shares; 2025Q2: 23,885 shares; 2025Q3: 23,765 shares; 2025Q4: 23,588 shares; 2026Q1: 23,102 shares; 2026Q2: 23,048 shares 23,048 $5.45M 1.16% -54 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: 5,914 shares; 2024Q4: 5,846 shares; 2025Q1: 5,835 shares; 2025Q2: 5,835 shares; 2025Q3: 5,801 shares; 2025Q4: 5,794 shares; 2026Q1: 5,757 shares; 2026Q2: 34,518 shares 34,518 $2.97M 0.63% +28,761 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: 12,134 shares; 2024Q4: 11,862 shares; 2025Q1: 11,275 shares; 2025Q2: 11,090 shares; 2025Q3: 11,068 shares; 2025Q4: 11,527 shares; 2026Q1: 11,065 shares; 2026Q2: 11,063 shares 11,063 $2.41M 0.51% -2 Timeline SCHR 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: 39,787 shares; 2024Q4: 82,884 shares; 2025Q1: 79,573 shares; 2025Q2: 77,302 shares; 2025Q3: 77,302 shares; 2025Q4: 77,302 shares; 2026Q1: 77,302 shares; 2026Q2: 77,302 shares 77,302 $1.91M 0.41% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,763 shares; 2024Q4: 43,525 shares; 2025Q1: 43,525 shares; 2025Q2: 49,198 shares; 2025Q3: 49,198 shares; 2025Q4: 49,198 shares; 2026Q1: 49,198 shares; 2026Q2: 47,123 shares 47,123 $1.7M 0.36% -2,075 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: 3,732 shares; 2024Q4: 3,727 shares; 2025Q1: 3,698 shares; 2025Q2: 3,638 shares; 2025Q3: 3,569 shares; 2025Q4: 3,552 shares; 2026Q1: 3,525 shares; 2026Q2: 13,947 shares 13,947 $1.12M 0.24% +10,422 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: 2,282 shares; 2024Q4: 2,265 shares; 2025Q1: 2,265 shares; 2025Q2: 2,265 shares; 2025Q3: 2,265 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares; 2026Q2: 2,238 shares 2,238 $828K 0.18% 0 Timeline AAEQ 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: 14,031 shares; 2026Q1: 13,834 shares; 2026Q2: 12,789 shares 12,789 $680K 0.15% -1,045 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: 6,962 shares; 2024Q4: 7,339 shares; 2025Q1: 7,447 shares; 2025Q2: 7,077 shares; 2025Q3: 6,875 shares; 2025Q4: 6,483 shares; 2026Q1: 6,483 shares; 2026Q2: 6,097 shares 6,097 $502K 0.11% -386 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,403 shares 5,403 $490K 0.1% new 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: 667 shares; 2024Q4: 667 shares; 2025Q1: 1,076 shares; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 667 shares; 2026Q1: 667 shares; 2026Q2: 667 shares 667 $458K 0.1% 0 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: 2,872 shares; 2024Q4: 2,731 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares; 2026Q1: 2,633 shares; 2026Q2: 2,633 shares 2,633 $416K 0.09% 0 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: 1,501 shares; 2024Q4: 1,501 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,271 shares; 2026Q1: 1,271 shares; 2026Q2: 1,258 shares 1,258 $364K 0.08% -13 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: 118 shares; 2024Q4: 863 shares; 2025Q1: 820 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $345K 0.07% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 578 shares; 2026Q1: 578 shares; 2026Q2: 344 shares 344 $258K 0.05% -234 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: 1,169 shares; 2024Q4: 3,854 shares; 2025Q1: 3,854 shares; 2025Q2: 3,165 shares; 2025Q3: 3,165 shares; 2025Q4: 3,157 shares; 2026Q1: 2,456 shares; 2026Q2: 2,456 shares 2,456 $210K 0.04% 0 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,458 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 16,059 shares; 2025Q3: 16,059 shares; 2025Q4: 16,059 shares; 2026Q1: 16,059 shares; 2026Q2: 16,059 shares 16,059 $180K 0.04% 0 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: 2,995 shares; 2026Q2: 2,995 shares 2,995 $170K 0.04% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,387 shares; 2026Q1: 2,387 shares; 2026Q2: 2,387 shares 2,387 $170K 0.04% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 456 shares; 2026Q2: 456 shares 456 $168K 0.04% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,149 shares; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares; 2026Q2: 1,116 shares 1,116 $164K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 869 shares; 2026Q2: 869 shares 869 $161K 0.03% 0 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: 618 shares; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares; 2026Q2: 618 shares 618 $150K 0.03% 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $145K 0.03% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,997 shares; 2024Q4: 1,997 shares; 2025Q1: 1,997 shares; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares; 2025Q4: 1,683 shares; 2026Q1: 1,683 shares; 2026Q2: 1,683 shares 1,683 $123K 0.03% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 917 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 917 shares; 2026Q1: 917 shares; 2026Q2: 917 shares 917 $98.6K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 133 shares; 2026Q2: 133 shares 133 $93.7K 0.02% 0 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: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $92.3K 0.02% 0 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: 127 shares; 2024Q4: 132 shares; 2025Q1: 122 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $89.7K 0.02% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713 shares; 2024Q4: 654 shares; 2025Q1: 654 shares; 2025Q2: 654 shares; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $84.8K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $78.5K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 487 shares; 2026Q2: 487 shares 487 $76K 0.02% 0 Timeline SCHI 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: 1,559 shares; 2024Q4: 3,118 shares; 2025Q1: 3,118 shares; 2025Q2: 3,118 shares; 2025Q3: 3,118 shares; 2025Q4: 3,118 shares; 2026Q1: 3,118 shares; 2026Q2: 3,118 shares 3,118 $70.6K 0.02% 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: not reported; 2024Q4: 205 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,032 shares; 2026Q1: 1,032 shares; 2026Q2: 1,032 shares 1,032 $61.6K 0.01% 0 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154 $57.4K 0.01% 0 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: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 182 shares 182 $44.8K 0.01% -12 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: 851 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 851 shares; 2026Q1: 851 shares; 2026Q2: 851 shares 851 $42.9K 0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $42.7K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 388 shares; 2026Q2: 388 shares 388 $36K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 3,168 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 990 shares; 2026Q2: 990 shares 990 $31.4K 0.01% 0 Timeline VMBS 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: 631 shares; 2026Q1: 631 shares; 2026Q2: 631 shares 631 $29.5K 0.01% 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: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $27.8K 0.01% 0 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: 581 shares; 2024Q4: 4,277 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 581 shares; 2026Q2: 581 shares 581 $27.7K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 512 shares; 2026Q1: 512 shares; 2026Q2: 512 shares 512 $27.2K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $25.8K 0.01% 0 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 633 shares; 2026Q2: 633 shares 633 $25.4K 0.01% 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $24.3K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $16.5K <0.01% 0 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: not reported; 2024Q4: 1,447 shares; 2025Q1: 185 shares; 2025Q2: 187 shares; 2025Q3: 189 shares; 2025Q4: 192 shares; 2026Q1: 193 shares; 2026Q2: 195 shares 195 $15.4K <0.01% +2 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $15.4K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $14.5K <0.01% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $12.7K <0.01% 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: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $11.4K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $10.4K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $4.55K <0.01% 0 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD 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: 121 shares; 2026Q2: 121 shares 121 $4.21K <0.01% 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $4.21K <0.01% 0 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES 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: 112 shares; 2026Q2: 112 shares 112 $4.08K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $3.71K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 48 shares; 2026Q2: 48 shares 48 $3.57K <0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 80 shares; 2026Q2: 80 shares 80 $3.39K <0.01% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 37 shares; 2026Q2: 37 shares 37 $2.99K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 22 shares; 2026Q2: 22 shares 22 $2.97K <0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $2.92K <0.01% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY 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: 16 shares; 2026Q2: 16 shares 16 $2.69K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS 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: not reported; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $2.52K <0.01% 0 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $374 <0.01% 0 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: 1 shares; 2024Q4: 868 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $358 <0.01% 0 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $307 <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $201 <0.01% 0 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $96 <0.01% 0 Timeline