SPYM 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: 600,684 shares; 2024Q4: 621,512 shares; 2025Q1: 693,372 shares; 2025Q2: 752,588 shares; 2025Q3: 761,868 shares; 2025Q4: 778,986 shares; 2026Q1: 793,804 shares; 2026Q2: 784,975 shares 784,975 $69M 18.45% -8,829 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: 93,768 shares; 2024Q4: 625,408 shares; 2025Q1: 672,825 shares; 2025Q2: 727,709 shares; 2025Q3: 807,488 shares; 2025Q4: 858,974 shares; 2026Q1: 904,625 shares; 2026Q2: 841,792 shares 841,792 $45.8M 12.26% -62,833 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: 578,583 shares; 2024Q4: 635,313 shares; 2025Q1: 530,243 shares; 2025Q2: 552,754 shares; 2025Q3: 579,820 shares; 2025Q4: 593,408 shares; 2026Q1: 623,833 shares; 2026Q2: 631,743 shares 631,743 $45M 12.04% +7,910 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,591 shares; 2024Q4: 207,053 shares; 2025Q1: 226,036 shares; 2025Q2: 243,947 shares; 2025Q3: 273,041 shares; 2025Q4: 290,261 shares; 2026Q1: 305,735 shares; 2026Q2: 402,313 shares 402,313 $20.4M 5.45% +96,578 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: 151,633 shares; 2024Q4: 165,474 shares; 2025Q1: 190,542 shares; 2025Q2: 202,893 shares; 2025Q3: 208,666 shares; 2025Q4: 215,513 shares; 2026Q1: 232,078 shares; 2026Q2: 236,983 shares 236,983 $14.1M 3.78% +4,905 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: 14,560 shares; 2024Q4: 15,038 shares; 2025Q1: 15,778 shares; 2025Q2: 17,173 shares; 2025Q3: 16,278 shares; 2025Q4: 16,367 shares; 2026Q1: 15,028 shares; 2026Q2: 110,659 shares 110,659 $13.2M 3.54% +95,631 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: 96,883 shares; 2025Q4: 101,389 shares; 2026Q1: 107,844 shares; 2026Q2: 106,960 shares 106,960 $10.5M 2.82% -884 Timeline STIP 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: 64,825 shares; 2025Q2: 72,615 shares; 2025Q3: 80,998 shares; 2025Q4: 84,703 shares; 2026Q1: 90,663 shares; 2026Q2: 101,813 shares 101,813 $10.4M 2.78% +11,150 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,467 shares; 2024Q4: 206,592 shares; 2025Q1: 216,604 shares; 2025Q2: 224,939 shares; 2025Q3: 232,174 shares; 2025Q4: 236,787 shares; 2026Q1: 246,022 shares; 2026Q2: 254,075 shares 254,075 $9.47M 2.53% +8,053 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,196 shares; 2024Q4: 74,786 shares; 2025Q1: 64,439 shares; 2025Q2: 116,272 shares; 2025Q3: 127,115 shares; 2025Q4: 138,947 shares; 2026Q1: 161,843 shares; 2026Q2: 164,441 shares 164,441 $6.61M 1.77% +2,598 Timeline VFH 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: 29,258 shares; 2024Q4: 30,577 shares; 2025Q1: 38,529 shares; 2025Q2: 43,103 shares; 2025Q3: 43,582 shares; 2025Q4: 45,192 shares; 2026Q1: 47,272 shares; 2026Q2: 48,290 shares 48,290 $6.35M 1.7% +1,018 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: 53,602 shares; 2025Q2: 53,949 shares; 2025Q3: 57,767 shares; 2025Q4: 54,638 shares; 2026Q1: 62,725 shares; 2026Q2: 75,295 shares 75,295 $5.98M 1.6% +12,570 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: 4,854 shares; 2024Q4: 4,488 shares; 2025Q1: 10,527 shares; 2025Q2: 7,972 shares; 2025Q3: 7,628 shares; 2025Q4: 7,661 shares; 2026Q1: 8,144 shares; 2026Q2: 7,629 shares 7,629 $5.24M 1.4% -515 Timeline SPYV 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: 98,113 shares; 2024Q4: 102,146 shares; 2025Q1: 117,682 shares; 2025Q2: 127,031 shares; 2025Q3: 74,232 shares; 2025Q4: 75,344 shares; 2026Q1: 77,143 shares; 2026Q2: 76,397 shares 76,397 $4.64M 1.24% -746 Timeline FDIS 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: 34,605 shares; 2024Q4: 35,710 shares; 2025Q1: 29,687 shares; 2025Q2: 32,417 shares; 2025Q3: 33,334 shares; 2025Q4: 34,489 shares; 2026Q1: 40,194 shares; 2026Q2: 41,177 shares 41,177 $4.23M 1.13% +983 Timeline VOX 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: 11,184 shares; 2024Q4: 11,720 shares; 2025Q1: 18,427 shares; 2025Q2: 21,099 shares; 2025Q3: 21,271 shares; 2025Q4: 21,835 shares; 2026Q1: 22,356 shares; 2026Q2: 22,917 shares 22,917 $4.22M 1.13% +561 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,999 shares; 2024Q4: 13,852 shares; 2025Q1: 11,012 shares; 2025Q2: 12,543 shares; 2025Q3: 13,102 shares; 2025Q4: 12,681 shares; 2026Q1: 13,271 shares; 2026Q2: 14,093 shares 14,093 $4.21M 1.13% +822 Timeline FIDU 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: 14,641 shares; 2024Q4: 14,889 shares; 2025Q1: 26,905 shares; 2025Q2: 29,376 shares; 2025Q3: 34,619 shares; 2025Q4: 35,406 shares; 2026Q1: 37,991 shares; 2026Q2: 39,321 shares 39,321 $3.92M 1.05% +1,330 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,429 shares; 2025Q1: 23,221 shares; 2025Q2: 126,233 shares; 2025Q3: 136,430 shares; 2025Q4: 134,459 shares; 2026Q1: 131,523 shares; 2026Q2: 125,787 shares 125,787 $3.7M 0.99% -5,736 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,415 shares; 2024Q4: 44,726 shares; 2025Q1: 39,633 shares; 2025Q2: 38,459 shares; 2025Q3: 37,047 shares; 2025Q4: 37,191 shares; 2026Q1: 36,336 shares; 2026Q2: 35,249 shares 35,249 $3.36M 0.9% -1,087 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,225 shares; 2024Q4: 26,257 shares; 2025Q1: 27,510 shares; 2025Q2: 30,951 shares; 2025Q3: 30,550 shares; 2025Q4: 31,315 shares; 2026Q1: 32,670 shares; 2026Q2: 33,729 shares 33,729 $3.15M 0.84% +1,059 Timeline IGF 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: 18,979 shares; 2025Q2: 21,982 shares; 2025Q3: 23,428 shares; 2025Q4: 23,790 shares; 2026Q1: 42,256 shares; 2026Q2: 43,973 shares 43,973 $2.93M 0.78% +1,717 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: 11,982 shares; 2024Q4: 12,187 shares; 2025Q1: 12,243 shares; 2025Q2: 12,043 shares; 2025Q3: 11,474 shares; 2025Q4: 11,531 shares; 2026Q1: 23,057 shares; 2026Q2: 9,595 shares 9,595 $2.78M 0.74% -13,462 Timeline FESM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,530 shares; 2026Q2: 55,570 shares 55,570 $2.68M 0.72% +1,040 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,844 shares; 2024Q4: 32,249 shares; 2025Q1: 29,776 shares; 2025Q2: 29,067 shares; 2025Q3: 30,840 shares; 2025Q4: 31,426 shares; 2026Q1: 33,337 shares; 2026Q2: 35,145 shares 35,145 $2.64M 0.71% +1,808 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,094 shares; 2024Q4: 134,776 shares; 2025Q1: 112,813 shares; 2025Q2: 109,767 shares; 2025Q3: 109,936 shares; 2025Q4: 104,914 shares; 2026Q1: 230,719 shares; 2026Q2: 122,247 shares 122,247 $2.5M 0.67% -108,472 Timeline KOMP 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: 52,475 shares; 2024Q4: 54,322 shares; 2025Q1: 45,619 shares; 2025Q2: 49,701 shares; 2025Q3: 26,203 shares; 2025Q4: 26,600 shares; 2026Q1: 31,248 shares; 2026Q2: 31,861 shares 31,861 $2.28M 0.61% +613 Timeline XLK 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: 2,557 shares; 2024Q4: 2,565 shares; 2025Q1: 5,237 shares; 2025Q2: 4,964 shares; 2025Q3: 5,104 shares; 2025Q4: 10,928 shares; 2026Q1: 10,718 shares; 2026Q2: 10,159 shares 10,159 $1.94M 0.52% -559 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,981 shares 23,981 $1.9M 0.51% new 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: not reported; 2024Q4: not reported; 2025Q1: 8,328 shares; 2025Q2: 8,400 shares; 2025Q3: 8,370 shares; 2025Q4: 8,646 shares; 2026Q1: 10,093 shares; 2026Q2: 14,121 shares 14,121 $1.87M 0.5% +4,028 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,563 shares; 2024Q4: 41,103 shares; 2025Q1: 33,770 shares; 2025Q2: 34,741 shares; 2025Q3: 33,707 shares; 2025Q4: 34,729 shares; 2026Q1: 16,306 shares; 2026Q2: 16,518 shares 16,518 $1.86M 0.5% +212 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: 14,772 shares; 2024Q4: 16,096 shares; 2025Q1: 17,733 shares; 2025Q2: 19,626 shares; 2025Q3: 21,647 shares; 2025Q4: 22,878 shares; 2026Q1: 18,099 shares; 2026Q2: 18,696 shares 18,696 $1.8M 0.48% +597 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,845 shares; 2024Q4: 50,555 shares; 2025Q1: 39,523 shares; 2025Q2: 39,192 shares; 2025Q3: 39,419 shares; 2025Q4: 38,559 shares; 2026Q1: 23,583 shares; 2026Q2: 24,153 shares 24,153 $1.75M 0.47% +570 Timeline ESGD 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: 7,539 shares; 2025Q2: 8,574 shares; 2025Q3: 10,055 shares; 2025Q4: 10,400 shares; 2026Q1: 12,033 shares; 2026Q2: 16,485 shares 16,485 $1.69M 0.45% +4,452 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: 5,038 shares; 2024Q4: 5,485 shares; 2025Q1: 4,688 shares; 2025Q2: 6,673 shares; 2025Q3: 6,356 shares; 2025Q4: 7,875 shares; 2026Q1: 7,930 shares; 2026Q2: 8,068 shares 8,068 $1.61M 0.43% +138 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,672 shares; 2025Q4: 9,704 shares; 2026Q1: 9,693 shares; 2026Q2: 9,638 shares 9,638 $1.58M 0.42% -55 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: 1,987 shares; 2024Q4: 2,707 shares; 2025Q1: 1,601 shares; 2025Q2: 2,694 shares; 2025Q3: 3,202 shares; 2025Q4: 3,378 shares; 2026Q1: 4,907 shares; 2026Q2: 4,983 shares 4,983 $1.5M 0.4% +76 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: 6,397 shares; 2024Q4: 19,246 shares; 2025Q1: 20,609 shares; 2025Q2: 23,308 shares; 2025Q3: 20,870 shares; 2025Q4: 22,868 shares; 2026Q1: 44,616 shares; 2026Q2: 26,713 shares 26,713 $1.35M 0.36% -17,903 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,808 shares; 2026Q2: 12,156 shares 12,156 $1.34M 0.36% +348 Timeline FENY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,466 shares; 2026Q2: 45,112 shares 45,112 $1.33M 0.36% +3,646 Timeline XLF 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: 17,376 shares; 2024Q4: 16,752 shares; 2025Q1: 22,238 shares; 2025Q2: 25,467 shares; 2025Q3: 22,655 shares; 2025Q4: 23,538 shares; 2026Q1: 24,405 shares; 2026Q2: 24,744 shares 24,744 $1.33M 0.35% +339 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,771 shares; 2025Q3: 12,857 shares; 2025Q4: 12,994 shares; 2026Q1: 12,525 shares; 2026Q2: 13,670 shares 13,670 $1.32M 0.35% +1,145 Timeline REMX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,061 shares; 2026Q2: 14,678 shares 14,678 $1.3M 0.35% +1,617 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,034 shares; 2024Q4: 13,978 shares; 2025Q1: 14,326 shares; 2025Q2: 13,956 shares; 2025Q3: 14,061 shares; 2025Q4: 14,072 shares; 2026Q1: 14,248 shares; 2026Q2: 14,272 shares 14,272 $1.3M 0.35% +24 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,982 shares; 2024Q4: 14,705 shares; 2025Q1: 14,255 shares; 2025Q2: 19,833 shares; 2025Q3: 20,263 shares; 2025Q4: 22,067 shares; 2026Q1: 22,536 shares; 2026Q2: 24,293 shares 24,293 $1.26M 0.34% +1,757 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,978 shares; 2024Q4: 2,848 shares; 2025Q1: 2,849 shares; 2025Q2: 5,180 shares; 2025Q3: 5,082 shares; 2025Q4: 5,045 shares; 2026Q1: 4,953 shares; 2026Q2: 4,860 shares 4,860 $1.23M 0.33% -93 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: 2,455 shares; 2024Q4: 2,600 shares; 2025Q1: 2,863 shares; 2025Q2: 2,832 shares; 2025Q3: 2,677 shares; 2025Q4: 2,769 shares; 2026Q1: 2,802 shares; 2026Q2: 3,256 shares 3,256 $1.21M 0.32% +454 Timeline NLR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,444 shares; 2026Q2: 10,405 shares 10,405 $1.21M 0.32% +1,961 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,549 shares; 2024Q4: 3,552 shares; 2025Q1: 3,551 shares; 2025Q2: 2,888 shares; 2025Q3: 2,337 shares; 2025Q4: 2,307 shares; 2026Q1: 2,193 shares; 2026Q2: 2,193 shares 2,193 $1.15M 0.31% 0 Timeline XLU 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: 10,965 shares; 2024Q4: 11,581 shares; 2025Q1: 15,378 shares; 2025Q2: 17,244 shares; 2025Q3: 17,993 shares; 2025Q4: 36,243 shares; 2026Q1: 23,737 shares; 2026Q2: 25,199 shares 25,199 $1.14M 0.31% +1,462 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,317 shares; 2024Q4: 1,239 shares; 2025Q1: 1,725 shares; 2025Q2: 2,895 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 5,507 shares; 2026Q2: 2,707 shares 2,707 $1.11M 0.3% -2,800 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 2,599 shares; 2025Q3: 3,644 shares; 2025Q4: 4,708 shares; 2026Q1: 4,209 shares; 2026Q2: 4,692 shares 4,692 $1.06M 0.28% +483 Timeline FMAT 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: not reported; 2024Q4: not reported; 2025Q1: 17,367 shares; 2025Q2: 19,712 shares; 2025Q3: 13,528 shares; 2025Q4: 14,081 shares; 2026Q1: 16,539 shares; 2026Q2: 17,557 shares 17,557 $1.03M 0.27% +1,018 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,873 shares; 2024Q4: 15,376 shares; 2025Q1: 15,383 shares; 2025Q2: 14,856 shares; 2025Q3: 14,864 shares; 2025Q4: 14,865 shares; 2026Q1: 14,868 shares; 2026Q2: 14,871 shares 14,871 $950K 0.25% +3 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: 23,195 shares; 2024Q4: 21,950 shares; 2025Q1: 10,518 shares; 2025Q2: 12,403 shares; 2025Q3: 15,740 shares; 2025Q4: 12,131 shares; 2026Q1: 10,297 shares; 2026Q2: 12,735 shares 12,735 $935K 0.25% +2,438 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: 5,724 shares; 2024Q4: 7,179 shares; 2025Q1: 7,532 shares; 2025Q2: 6,015 shares; 2025Q3: 5,691 shares; 2025Q4: 5,867 shares; 2026Q1: 9,522 shares; 2026Q2: 18,434 shares 18,434 $893K 0.24% +8,912 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,221 shares; 2025Q3: 4,225 shares; 2025Q4: 4,205 shares; 2026Q1: 4,252 shares; 2026Q2: 4,003 shares 4,003 $872K 0.23% -249 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,854 shares; 2024Q4: 27,731 shares; 2025Q1: 18,266 shares; 2025Q2: 15,742 shares; 2025Q3: 15,220 shares; 2025Q4: 14,866 shares; 2026Q1: 14,830 shares; 2026Q2: 14,575 shares 14,575 $841K 0.22% -255 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: 524 shares; 2024Q4: not reported; 2025Q1: 677 shares; 2025Q2: 759 shares; 2025Q3: 705 shares; 2025Q4: 706 shares; 2026Q1: 682 shares; 2026Q2: 681 shares 681 $725K 0.19% -1 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: 2,761 shares; 2024Q4: 2,827 shares; 2025Q1: 3,207 shares; 2025Q2: 5,458 shares; 2025Q3: 5,417 shares; 2025Q4: 5,425 shares; 2026Q1: 5,408 shares; 2026Q2: 5,566 shares 5,566 $715K 0.19% +158 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: 2,343 shares; 2024Q4: 2,353 shares; 2025Q1: 2,331 shares; 2025Q2: 2,324 shares; 2025Q3: 2,294 shares; 2025Q4: 2,300 shares; 2026Q1: 2,334 shares; 2026Q2: 2,247 shares 2,247 $681K 0.18% -87 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,013 shares; 2024Q4: 2,475 shares; 2025Q1: 3,225 shares; 2025Q2: 3,233 shares; 2025Q3: 3,241 shares; 2025Q4: 3,249 shares; 2026Q1: 3,210 shares; 2026Q2: 3,094 shares 3,094 $658K 0.18% -116 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: 2,761 shares; 2024Q4: 2,963 shares; 2025Q1: 2,877 shares; 2025Q2: 2,788 shares; 2025Q3: 2,702 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares; 2026Q2: 2,757 shares 2,757 $657K 0.18% -56 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,295 shares; 2025Q3: 8,163 shares; 2025Q4: 8,366 shares; 2026Q1: 9,238 shares; 2026Q2: 11,807 shares 11,807 $646K 0.17% +2,569 Timeline XLV 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: 1,742 shares; 2024Q4: 2,409 shares; 2025Q1: 2,726 shares; 2025Q2: 3,799 shares; 2025Q3: 3,684 shares; 2025Q4: 3,652 shares; 2026Q1: 3,764 shares; 2026Q2: 4,065 shares 4,065 $645K 0.17% +301 Timeline XLC 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: not reported; 2024Q4: not reported; 2025Q1: 4,880 shares; 2025Q2: 5,910 shares; 2025Q3: 5,431 shares; 2025Q4: 5,640 shares; 2026Q1: 5,733 shares; 2026Q2: 5,783 shares 5,783 $620K 0.17% +50 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,089 shares; 2025Q2: 7,160 shares; 2025Q3: 8,642 shares; 2025Q4: 8,911 shares; 2026Q1: 9,309 shares; 2026Q2: 11,763 shares 11,763 $588K 0.16% +2,454 Timeline USXF 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: 5,753 shares; 2025Q4: 5,955 shares; 2026Q1: 6,494 shares; 2026Q2: 8,355 shares 8,355 $580K 0.16% +1,861 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,341 shares; 2025Q4: 4,340 shares; 2026Q1: 4,348 shares; 2026Q2: 4,021 shares 4,021 $550K 0.15% -327 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: 6,519 shares; 2024Q4: 6,519 shares; 2025Q1: 6,519 shares; 2025Q2: 6,519 shares; 2025Q3: 6,519 shares; 2025Q4: 6,519 shares; 2026Q1: 6,519 shares; 2026Q2: 6,519 shares 6,519 $534K 0.14% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,234 shares; 2024Q4: 1,269 shares; 2025Q1: 1,281 shares; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,247 shares; 2026Q1: 1,248 shares; 2026Q2: 1,256 shares 1,256 $522K 0.14% +8 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: 452 shares 452 $522K 0.14% 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: 3,479 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,378 shares; 2025Q4: 5,458 shares; 2026Q1: 5,396 shares; 2026Q2: 6,266 shares 6,266 $519K 0.14% +870 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 984 shares; 2026Q2: 5,793 shares 5,793 $499K 0.13% +4,809 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: 1,297 shares; 2024Q4: 1,599 shares; 2025Q1: 1,631 shares; 2025Q2: 1,617 shares; 2025Q3: 1,291 shares; 2025Q4: 1,272 shares; 2026Q1: 1,309 shares; 2026Q2: 1,377 shares 1,377 $492K 0.13% +68 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: 1,377 shares; 2024Q4: 1,319 shares; 2025Q1: 1,250 shares; 2025Q2: 1,339 shares; 2025Q3: 1,365 shares; 2025Q4: 1,344 shares; 2026Q1: 1,265 shares; 2026Q2: 1,261 shares 1,261 $465K 0.12% -4 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: 3,295 shares; 2024Q4: 3,347 shares; 2025Q1: 3,756 shares; 2025Q2: 3,393 shares; 2025Q3: 3,036 shares; 2025Q4: 3,013 shares; 2026Q1: 2,991 shares; 2026Q2: 3,112 shares 3,112 $462K 0.12% +121 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,425 shares; 2025Q2: 7,527 shares; 2025Q3: 7,615 shares; 2025Q4: 7,749 shares; 2026Q1: 8,070 shares; 2026Q2: 9,959 shares 9,959 $449K 0.12% +1,889 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,308 shares; 2024Q4: 2,308 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares; 2026Q1: 2,308 shares; 2026Q2: 2,308 shares 2,308 $421K 0.11% 0 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: 2,898 shares 2,898 $405K 0.11% new 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: 1,560 shares; 2025Q3: 1,541 shares; 2025Q4: 1,576 shares; 2026Q1: 1,697 shares; 2026Q2: 1,565 shares 1,565 $380K 0.1% -132 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461 shares; 2026Q1: 664 shares; 2026Q2: 3,005 shares 3,005 $373K 0.1% +2,341 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,378 shares; 2024Q4: 1,422 shares; 2025Q1: 1,438 shares; 2025Q2: 1,432 shares; 2025Q3: 1,362 shares; 2025Q4: 1,365 shares; 2026Q1: 1,378 shares; 2026Q2: 1,122 shares 1,122 $367K 0.1% -256 Timeline SOXX 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: 560 shares 560 $359K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 836 shares; 2025Q4: 976 shares; 2026Q1: 974 shares; 2026Q2: 1,012 shares 1,012 $357K 0.1% +38 Timeline SHYD 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: not reported; 2025Q1: 8,942 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,780 shares; 2026Q1: 10,780 shares; 2026Q2: 15,047 shares 15,047 $345K 0.09% +4,267 Timeline XLY 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: 1,521 shares; 2024Q4: 1,488 shares; 2025Q1: 1,363 shares; 2025Q2: 1,779 shares; 2025Q3: 1,470 shares; 2025Q4: 2,938 shares; 2026Q1: 2,858 shares; 2026Q2: 2,931 shares 2,931 $344K 0.09% +73 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: 2,783 shares; 2024Q4: 2,801 shares; 2025Q1: 2,821 shares; 2025Q2: 2,786 shares; 2025Q3: 2,730 shares; 2025Q4: 2,733 shares; 2026Q1: 2,766 shares; 2026Q2: 2,314 shares 2,314 $339K 0.09% -452 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: 1,219 shares; 2024Q4: 1,224 shares; 2025Q1: 1,239 shares; 2025Q2: 1,229 shares; 2025Q3: 1,159 shares; 2025Q4: 1,167 shares; 2026Q1: 1,089 shares; 2026Q2: 4,136 shares 4,136 $333K 0.09% +3,047 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: 1,200 shares; 2024Q4: 1,130 shares; 2025Q1: 1,076 shares; 2025Q2: 1,005 shares; 2025Q3: 883 shares; 2025Q4: 700 shares; 2026Q1: 667 shares; 2026Q2: 776 shares 776 $331K 0.09% +109 Timeline FREL 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: 10,421 shares; 2024Q4: 10,099 shares; 2025Q1: 12,866 shares; 2025Q2: 13,146 shares; 2025Q3: 13,991 shares; 2025Q4: 12,856 shares; 2026Q1: 11,278 shares; 2026Q2: 11,223 shares 11,223 $329K 0.09% -55 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: 832 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 837 shares; 2026Q2: 837 shares 837 $313K 0.08% 0 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: 8,710 shares; 2024Q4: 8,922 shares; 2025Q1: 9,540 shares; 2025Q2: 3,841 shares; 2025Q3: 3,832 shares; 2025Q4: 4,712 shares; 2026Q1: 3,840 shares; 2026Q2: 3,646 shares 3,646 $312K 0.08% -194 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: 1,320 shares; 2024Q4: 1,320 shares; 2025Q1: not reported; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares 1,310 $309K 0.08% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,527 shares; 2024Q4: 7,491 shares; 2025Q1: 4,760 shares; 2025Q2: 5,719 shares; 2025Q3: 8,530 shares; 2025Q4: 4,845 shares; 2026Q1: 10,347 shares; 2026Q2: 5,977 shares 5,977 $302K 0.08% -4,370 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,925 shares; 2024Q4: 72,986 shares; 2025Q1: 87,738 shares; 2025Q2: 97,276 shares; 2025Q3: 40,512 shares; 2025Q4: 40,634 shares; 2026Q1: 6,721 shares; 2026Q2: 4,843 shares 4,843 $301K 0.08% -1,878 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: 8,144 shares; 2025Q3: 8,141 shares; 2025Q4: 8,187 shares; 2026Q1: 8,215 shares; 2026Q2: 8,247 shares 8,247 $287K 0.08% +32 Timeline VCR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530 shares; 2025Q4: 556 shares; 2026Q1: 654 shares; 2026Q2: 700 shares 700 $278K 0.07% +46 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,450 shares; 2026Q2: 3,546 shares 3,546 $268K 0.07% +1,096 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,019 shares; 2026Q1: 1,023 shares; 2026Q2: 1,047 shares 1,047 $266K 0.07% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 294 shares; 2026Q1: not reported; 2026Q2: 355 shares 355 $266K 0.07% new Timeline SCHG 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: 7,632 shares; 2025Q1: not reported; 2025Q2: 7,648 shares; 2025Q3: 7,655 shares; 2025Q4: 7,663 shares; 2026Q1: 7,673 shares; 2026Q2: 7,692 shares 7,692 $260K 0.07% +19 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 931 shares 931 $255K 0.07% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA 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: 214 shares 214 $251K 0.07% new 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: not reported; 2024Q4: 342 shares; 2025Q1: 367 shares; 2025Q2: 353 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 424 shares; 2026Q2: 436 shares 436 $246K 0.07% +12 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,088 shares; 2024Q4: 3,560 shares; 2025Q1: 3,566 shares; 2025Q2: 2,981 shares; 2025Q3: 2,679 shares; 2025Q4: 2,706 shares; 2026Q1: 2,734 shares; 2026Q2: 2,731 shares 2,731 $242K 0.06% -3 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: 850 shares; 2025Q2: 892 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 855 shares 855 $241K 0.06% +5 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,446 shares; 2025Q2: 1,448 shares; 2025Q3: 1,450 shares; 2025Q4: 1,452 shares; 2026Q1: 1,455 shares; 2026Q2: 1,462 shares 1,462 $237K 0.06% +7 Timeline VIGI 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: 2,537 shares; 2024Q4: not reported; 2025Q1: 2,590 shares; 2025Q2: 2,462 shares; 2025Q3: 2,438 shares; 2025Q4: 2,442 shares; 2026Q1: 2,447 shares; 2026Q2: 2,452 shares 2,452 $229K 0.06% +5 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262 shares; 2024Q4: not reported; 2025Q1: 1,704 shares; 2025Q2: 1,697 shares; 2025Q3: 1,681 shares; 2025Q4: 1,681 shares; 2026Q1: 1,694 shares; 2026Q2: 1,690 shares 1,690 $229K 0.06% -4 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: 419 shares; 2024Q4: 428 shares; 2025Q1: 465 shares; 2025Q2: not reported; 2025Q3: 425 shares; 2025Q4: 449 shares; 2026Q1: 449 shares; 2026Q2: 446 shares 446 $224K 0.06% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,690 shares 2,690 $219K 0.06% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,342 shares 1,342 $211K 0.06% new Timeline PXH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,193 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,526 shares 7,526 $210K 0.06% new 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: 345 shares; 2024Q4: 357 shares; 2025Q1: 354 shares; 2025Q2: 363 shares; 2025Q3: 349 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 221 shares 221 $207K 0.06% -124 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: 666 shares; 2025Q3: not reported; 2025Q4: 588 shares; 2026Q1: not reported; 2026Q2: 600 shares 600 $206K 0.06% new Timeline DFSU 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: 36,237 shares; 2024Q4: 33,277 shares; 2025Q1: 5,665 shares; 2025Q2: 5,673 shares; 2025Q3: 5,470 shares; 2025Q4: 5,302 shares; 2026Q1: not reported; 2026Q2: 4,375 shares 4,375 $204K 0.05% new Timeline