IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,226 shares; 2024Q4: 238,362 shares; 2025Q1: 244,566 shares; 2025Q2: 246,492 shares; 2025Q3: 253,307 shares; 2025Q4: 252,588 shares; 2026Q1: 222,342 shares; 2026Q2: 201,998 shares 201,998 $151M 11.09% -20,344 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: 1,021,144 shares; 2024Q4: 1,668,820 shares; 2025Q1: 1,913,355 shares; 2025Q2: 2,037,414 shares; 2025Q3: 2,370,174 shares; 2025Q4: 2,638,266 shares; 2026Q1: 2,526,277 shares; 2026Q2: 2,598,931 shares 2,598,931 $110M 8.04% +72,654 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: 1,535,303 shares; 2024Q4: 2,204,876 shares; 2025Q1: 2,505,201 shares; 2025Q2: 2,546,499 shares; 2025Q3: 2,711,685 shares; 2025Q4: 2,852,088 shares; 2026Q1: 2,611,359 shares; 2026Q2: 2,464,885 shares 2,464,885 $91.8M 6.73% -146,474 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: 860,085 shares; 2024Q4: 1,229,932 shares; 2025Q1: 1,318,522 shares; 2025Q2: 1,356,806 shares; 2025Q3: 1,528,742 shares; 2025Q4: 1,766,837 shares; 2026Q1: 1,714,301 shares; 2026Q2: 1,756,850 shares 1,756,850 $83.9M 6.15% +42,549 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870,256 shares; 2024Q4: 1,138,494 shares; 2025Q1: 1,236,631 shares; 2025Q2: 1,314,950 shares; 2025Q3: 1,408,468 shares; 2025Q4: 1,464,846 shares; 2026Q1: 1,411,955 shares; 2026Q2: 1,363,899 shares 1,363,899 $53.9M 3.95% -48,056 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: 448,471 shares; 2024Q4: 592,559 shares; 2025Q1: 667,003 shares; 2025Q2: 708,143 shares; 2025Q3: 763,549 shares; 2025Q4: 807,183 shares; 2026Q1: 757,816 shares; 2026Q2: 712,667 shares 712,667 $49.8M 3.65% -45,149 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: 491,990 shares; 2024Q4: 842,594 shares; 2025Q1: 985,640 shares; 2025Q2: 1,079,305 shares; 2025Q3: 1,222,533 shares; 2025Q4: 1,346,524 shares; 2026Q1: 1,248,706 shares; 2026Q2: 1,166,460 shares 1,166,460 $48.7M 3.57% -82,246 Timeline DFEM 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: 680,988 shares; 2024Q4: 979,620 shares; 2025Q1: 1,082,926 shares; 2025Q2: 1,115,676 shares; 2025Q3: 1,179,182 shares; 2025Q4: 1,211,770 shares; 2026Q1: 1,107,968 shares; 2026Q2: 1,030,632 shares 1,030,632 $41.9M 3.07% -77,336 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: 644,293 shares; 2024Q4: 623,988 shares; 2025Q1: 617,830 shares; 2025Q2: 594,068 shares; 2025Q3: 584,887 shares; 2025Q4: 564,285 shares; 2026Q1: 486,052 shares; 2026Q2: 419,285 shares 419,285 $35.8M 2.63% -66,767 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: 69,708 shares; 2024Q4: 68,809 shares; 2025Q1: 68,205 shares; 2025Q2: 68,790 shares; 2025Q3: 68,849 shares; 2025Q4: 68,523 shares; 2026Q1: 61,107 shares; 2026Q2: 51,871 shares 51,871 $35.6M 2.61% -9,236 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,037,879 shares; 2024Q4: 833,829 shares; 2025Q1: 789,327 shares; 2025Q2: 780,470 shares; 2025Q3: 773,965 shares; 2025Q4: 743,837 shares; 2026Q1: 551,833 shares; 2026Q2: 455,314 shares 455,314 $35.1M 2.57% -96,519 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,300 shares; 2024Q4: 317,240 shares; 2025Q1: 374,665 shares; 2025Q2: 404,277 shares; 2025Q3: 437,153 shares; 2025Q4: 465,214 shares; 2026Q1: 434,221 shares; 2026Q2: 418,581 shares 418,581 $34.5M 2.53% -15,640 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: 825,711 shares; 2024Q4: 797,898 shares; 2025Q1: 757,053 shares; 2025Q2: 761,413 shares; 2025Q3: 758,644 shares; 2025Q4: 741,779 shares; 2026Q1: 720,781 shares; 2026Q2: 707,528 shares 707,528 $31.4M 2.3% -13,253 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,386 shares; 2024Q4: 193,255 shares; 2025Q1: 183,276 shares; 2025Q2: 180,996 shares; 2025Q3: 179,185 shares; 2025Q4: 176,795 shares; 2026Q1: 138,943 shares; 2026Q2: 119,479 shares 119,479 $27.1M 1.99% -19,464 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: 575,533 shares; 2024Q4: 590,057 shares; 2025Q1: 606,789 shares; 2025Q2: 606,529 shares; 2025Q3: 639,257 shares; 2025Q4: 644,205 shares; 2026Q1: 568,524 shares; 2026Q2: 529,231 shares 529,231 $25.6M 1.88% -39,293 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: 106,230 shares; 2024Q4: 104,300 shares; 2025Q1: 103,601 shares; 2025Q2: 103,197 shares; 2025Q3: 102,238 shares; 2025Q4: 101,126 shares; 2026Q1: 89,427 shares; 2026Q2: 306,530 shares 306,530 $24.7M 1.81% +217,103 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: 778,686 shares; 2024Q4: 586,818 shares; 2025Q1: 544,978 shares; 2025Q2: 509,291 shares; 2025Q3: 493,141 shares; 2025Q4: 475,862 shares; 2026Q1: 318,532 shares; 2026Q2: 237,405 shares 237,405 $22.7M 1.66% -81,127 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: 149,756 shares; 2024Q4: 224,896 shares; 2025Q1: 294,688 shares; 2025Q2: 291,447 shares; 2025Q3: 409,538 shares; 2025Q4: 454,478 shares; 2026Q1: 515,043 shares; 2026Q2: 361,664 shares 361,664 $18.4M 1.35% -153,379 Timeline DFAR 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: 471,734 shares; 2024Q4: 559,165 shares; 2025Q1: 601,887 shares; 2025Q2: 627,239 shares; 2025Q3: 696,187 shares; 2025Q4: 749,757 shares; 2026Q1: 694,952 shares; 2026Q2: 657,049 shares 657,049 $17.2M 1.26% -37,903 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473,726 shares; 2024Q4: 490,595 shares; 2025Q1: 514,841 shares; 2025Q2: 523,249 shares; 2025Q3: 550,954 shares; 2025Q4: 575,158 shares; 2026Q1: 494,734 shares; 2026Q2: 453,959 shares 453,959 $16.8M 1.23% -40,775 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500,647 shares; 2024Q4: 418,148 shares; 2025Q1: 389,048 shares; 2025Q2: 378,734 shares; 2025Q3: 357,409 shares; 2025Q4: 309,639 shares; 2026Q1: 285,753 shares; 2026Q2: 220,162 shares 220,162 $16.7M 1.22% -65,591 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,705 shares; 2024Q4: 108,829 shares; 2025Q1: 106,732 shares; 2025Q2: 104,551 shares; 2025Q3: 99,490 shares; 2025Q4: 97,618 shares; 2026Q1: 83,854 shares; 2026Q2: 71,681 shares 71,681 $15.7M 1.15% -12,173 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372,274 shares; 2024Q4: 286,114 shares; 2025Q1: 276,715 shares; 2025Q2: 272,588 shares; 2025Q3: 259,104 shares; 2025Q4: 240,317 shares; 2026Q1: 185,469 shares; 2026Q2: 122,304 shares 122,304 $12.1M 0.89% -63,165 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: 70,852 shares; 2024Q4: 69,174 shares; 2025Q1: 68,764 shares; 2025Q2: 68,294 shares; 2025Q3: 68,043 shares; 2025Q4: 67,784 shares; 2026Q1: 56,595 shares; 2026Q2: 49,560 shares 49,560 $12M 0.88% -7,035 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: 265,801 shares; 2024Q4: 225,022 shares; 2025Q1: 219,021 shares; 2025Q2: 217,562 shares; 2025Q3: 212,078 shares; 2025Q4: 208,298 shares; 2026Q1: 165,041 shares; 2026Q2: 145,034 shares 145,034 $10.6M 0.78% -20,007 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: 28,149 shares; 2024Q4: 28,069 shares; 2025Q1: 27,859 shares; 2025Q2: 27,882 shares; 2025Q3: 27,470 shares; 2025Q4: 27,388 shares; 2026Q1: 28,476 shares; 2026Q2: 27,987 shares 27,987 $10.4M 0.76% -489 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: 15,912 shares; 2024Q4: 16,100 shares; 2025Q1: 16,145 shares; 2025Q2: 28,921 shares; 2025Q3: 30,194 shares; 2025Q4: 30,313 shares; 2026Q1: 30,340 shares; 2026Q2: 30,532 shares 30,532 $9.99M 0.73% +192 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: 152,088 shares; 2024Q4: 171,490 shares; 2025Q1: 175,143 shares; 2025Q2: 185,977 shares; 2025Q3: 189,159 shares; 2025Q4: 188,509 shares; 2026Q1: 186,199 shares; 2026Q2: 183,756 shares 183,756 $9.93M 0.73% -2,443 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: 7,036 shares; 2024Q4: 6,541 shares; 2025Q1: 6,537 shares; 2025Q2: 8,898 shares; 2025Q3: 14,457 shares; 2025Q4: 13,953 shares; 2026Q1: 13,442 shares; 2026Q2: 13,220 shares 13,220 $9.87M 0.72% -222 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: 188,650 shares; 2024Q4: 141,787 shares; 2025Q1: 131,502 shares; 2025Q2: 129,257 shares; 2025Q3: 122,940 shares; 2025Q4: 113,865 shares; 2026Q1: 83,705 shares; 2026Q2: 64,417 shares 64,417 $8.8M 0.65% -19,288 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: 46,122 shares; 2024Q4: 44,553 shares; 2025Q1: 44,553 shares; 2025Q2: 44,497 shares; 2025Q3: 44,278 shares; 2025Q4: 43,588 shares; 2026Q1: 35,871 shares; 2026Q2: 30,476 shares 30,476 $8.34M 0.61% -5,395 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: 36,406 shares; 2024Q4: 35,077 shares; 2025Q1: 35,897 shares; 2025Q2: 35,961 shares; 2025Q3: 42,825 shares; 2025Q4: 42,642 shares; 2026Q1: 37,544 shares; 2026Q2: 34,910 shares 34,910 $7.61M 0.56% -2,634 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: 149,423 shares; 2024Q4: 131,524 shares; 2025Q1: 127,883 shares; 2025Q2: 126,344 shares; 2025Q3: 117,967 shares; 2025Q4: 116,054 shares; 2026Q1: 99,230 shares; 2026Q2: 90,360 shares 90,360 $7.57M 0.55% -8,870 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: 197,855 shares; 2024Q4: 183,740 shares; 2025Q1: 175,113 shares; 2025Q2: 172,528 shares; 2025Q3: 156,701 shares; 2025Q4: 120,638 shares; 2026Q1: 108,134 shares; 2026Q2: 87,797 shares 87,797 $7.26M 0.53% -20,337 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: 85,951 shares; 2024Q4: 257,894 shares; 2025Q1: 256,744 shares; 2025Q2: 259,421 shares; 2025Q3: 256,585 shares; 2025Q4: 262,108 shares; 2026Q1: 250,522 shares; 2026Q2: 238,838 shares 238,838 $7.03M 0.52% -11,684 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: 175,000 shares; 2024Q4: 169,460 shares; 2025Q1: 173,346 shares; 2025Q2: 182,311 shares; 2025Q3: 184,067 shares; 2025Q4: 179,220 shares; 2026Q1: 176,140 shares; 2026Q2: 170,246 shares 170,246 $6.6M 0.48% -5,894 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 453,301 shares; 2024Q4: 422,974 shares; 2025Q1: 395,301 shares; 2025Q2: 318,396 shares; 2025Q3: 297,126 shares; 2025Q4: 231,887 shares; 2026Q1: 201,651 shares; 2026Q2: 160,285 shares 160,285 $6.57M 0.48% -41,366 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: 252,880 shares; 2024Q4: 219,276 shares; 2025Q1: 204,278 shares; 2025Q2: 186,812 shares; 2025Q3: 186,832 shares; 2025Q4: 181,190 shares; 2026Q1: 179,828 shares; 2026Q2: 175,893 shares 175,893 $6.48M 0.47% -3,935 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,128 shares; 2024Q4: 182,023 shares; 2025Q1: 172,791 shares; 2025Q2: 169,245 shares; 2025Q3: 165,394 shares; 2025Q4: 164,557 shares; 2026Q1: 122,217 shares; 2026Q2: 94,508 shares 94,508 $6.28M 0.46% -27,709 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: 21,168 shares; 2024Q4: 21,593 shares; 2025Q1: 21,858 shares; 2025Q2: 22,095 shares; 2025Q3: 24,412 shares; 2025Q4: 22,792 shares; 2026Q1: 21,488 shares; 2026Q2: 20,863 shares 20,863 $6.04M 0.44% -625 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,361 shares; 2024Q4: 56,274 shares; 2025Q1: 56,350 shares; 2025Q2: 56,249 shares; 2025Q3: 55,865 shares; 2025Q4: 54,125 shares; 2026Q1: 43,486 shares; 2026Q2: 35,616 shares 35,616 $5.82M 0.43% -7,870 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: 188,179 shares; 2024Q4: 134,087 shares; 2025Q1: 120,279 shares; 2025Q2: 117,904 shares; 2025Q3: 112,418 shares; 2025Q4: 108,458 shares; 2026Q1: 81,612 shares; 2026Q2: 59,658 shares 59,658 $5.75M 0.42% -21,954 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: 360,122 shares; 2024Q4: 276,877 shares; 2025Q1: 261,128 shares; 2025Q2: 251,806 shares; 2025Q3: 233,952 shares; 2025Q4: 222,092 shares; 2026Q1: 162,062 shares; 2026Q2: 113,497 shares 113,497 $5.74M 0.42% -48,565 Timeline BIV 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: 189,112 shares; 2024Q4: 138,136 shares; 2025Q1: 129,033 shares; 2025Q2: 125,053 shares; 2025Q3: 122,838 shares; 2025Q4: 117,982 shares; 2026Q1: 88,248 shares; 2026Q2: 66,032 shares 66,032 $5.06M 0.37% -22,216 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,423 shares; 2024Q4: 35,901 shares; 2025Q1: 36,024 shares; 2025Q2: 36,024 shares; 2025Q3: 35,882 shares; 2025Q4: 35,743 shares; 2026Q1: 35,274 shares; 2026Q2: 35,274 shares 35,274 $4.85M 0.36% 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: 14,810 shares; 2024Q4: 16,971 shares; 2025Q1: 15,960 shares; 2025Q2: 17,304 shares; 2025Q3: 23,432 shares; 2025Q4: 23,925 shares; 2026Q1: 23,519 shares; 2026Q2: 23,385 shares 23,385 $4.68M 0.34% -134 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: 116,854 shares; 2024Q4: 108,021 shares; 2025Q1: 107,185 shares; 2025Q2: 102,903 shares; 2025Q3: 98,895 shares; 2025Q4: 102,506 shares; 2026Q1: 78,235 shares; 2026Q2: 59,924 shares 59,924 $4.67M 0.34% -18,311 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,096 shares; 2024Q4: 210,743 shares; 2025Q1: 195,716 shares; 2025Q2: 189,072 shares; 2025Q3: 180,454 shares; 2025Q4: 171,355 shares; 2026Q1: 126,652 shares; 2026Q2: 92,558 shares 92,558 $4.47M 0.33% -34,094 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: 18,091 shares; 2024Q4: 17,086 shares; 2025Q1: 16,850 shares; 2025Q2: 17,372 shares; 2025Q3: 17,201 shares; 2025Q4: 16,897 shares; 2026Q1: 12,714 shares; 2026Q2: 12,632 shares 12,632 $4.34M 0.32% -82 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,808 shares; 2024Q4: 63,554 shares; 2025Q1: 62,285 shares; 2025Q2: 60,356 shares; 2025Q3: 73,764 shares; 2025Q4: 72,648 shares; 2026Q1: 53,531 shares; 2026Q2: 40,803 shares 40,803 $4.24M 0.31% -12,728 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: 11,354 shares; 2024Q4: 11,294 shares; 2025Q1: 11,196 shares; 2025Q2: 11,165 shares; 2025Q3: 10,679 shares; 2025Q4: 10,691 shares; 2026Q1: 10,087 shares; 2026Q2: 10,087 shares 10,087 $4.13M 0.3% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,810 shares; 2024Q4: 39,249 shares; 2025Q1: 39,595 shares; 2025Q2: 39,595 shares; 2025Q3: 33,810 shares; 2025Q4: 33,810 shares; 2026Q1: 32,162 shares; 2026Q2: 30,737 shares 30,737 $4.01M 0.29% -1,425 Timeline GNR 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: 58,440 shares; 2024Q4: 58,466 shares; 2025Q1: 58,377 shares; 2025Q2: 69,848 shares; 2025Q3: 70,589 shares; 2025Q4: 60,518 shares; 2026Q1: 55,135 shares; 2026Q2: 57,694 shares 57,694 $3.88M 0.28% +2,559 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,306 shares; 2024Q4: 117,078 shares; 2025Q1: 104,855 shares; 2025Q2: 101,983 shares; 2025Q3: 99,554 shares; 2025Q4: 101,721 shares; 2026Q1: 81,671 shares; 2026Q2: 75,949 shares 75,949 $3.81M 0.28% -5,722 Timeline SCHZ 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: 113,653 shares; 2024Q4: 224,622 shares; 2025Q1: 222,106 shares; 2025Q2: 198,203 shares; 2025Q3: 196,657 shares; 2025Q4: 196,701 shares; 2026Q1: 187,866 shares; 2026Q2: 164,229 shares 164,229 $3.8M 0.28% -23,637 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,013 shares; 2024Q4: 87,330 shares; 2025Q1: 91,177 shares; 2025Q2: 95,899 shares; 2025Q3: 109,433 shares; 2025Q4: 111,978 shares; 2026Q1: 114,248 shares; 2026Q2: 140,168 shares 140,168 $3.71M 0.27% +25,920 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: 70,075 shares; 2024Q4: 56,832 shares; 2025Q1: 53,823 shares; 2025Q2: 52,749 shares; 2025Q3: 49,174 shares; 2025Q4: 37,594 shares; 2026Q1: 28,818 shares; 2026Q2: 24,010 shares 24,010 $3.56M 0.26% -4,808 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: 36,832 shares; 2024Q4: 36,599 shares; 2025Q1: 36,514 shares; 2025Q2: 37,514 shares; 2025Q3: 42,514 shares; 2025Q4: 42,768 shares; 2026Q1: 34,196 shares; 2026Q2: 31,539 shares 31,539 $3.48M 0.26% -2,657 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: 58,393 shares; 2024Q4: 116,234 shares; 2025Q1: 114,074 shares; 2025Q2: 116,583 shares; 2025Q3: 115,610 shares; 2025Q4: 104,437 shares; 2026Q1: 101,378 shares; 2026Q2: 95,377 shares 95,377 $3.45M 0.25% -6,001 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,833 shares; 2024Q4: 89,833 shares; 2025Q1: 89,833 shares; 2025Q2: 89,456 shares; 2025Q3: 107,313 shares; 2025Q4: 117,313 shares; 2026Q1: 137,313 shares; 2026Q2: 136,269 shares 136,269 $3.3M 0.24% -1,044 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: 43,836 shares; 2024Q4: 37,315 shares; 2025Q1: 37,207 shares; 2025Q2: 39,893 shares; 2025Q3: 38,072 shares; 2025Q4: 37,598 shares; 2026Q1: 32,213 shares; 2026Q2: 32,213 shares 32,213 $3.11M 0.23% 0 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: 12,964 shares; 2024Q4: 12,498 shares; 2025Q1: 12,607 shares; 2025Q2: 12,504 shares; 2025Q3: 12,489 shares; 2025Q4: 12,043 shares; 2026Q1: 11,816 shares; 2026Q2: 10,166 shares 10,166 $3.08M 0.23% -1,650 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,539 shares; 2024Q4: 65,001 shares; 2025Q1: 59,488 shares; 2025Q2: 42,268 shares; 2025Q3: 39,979 shares; 2025Q4: 39,717 shares; 2026Q1: 37,342 shares; 2026Q2: 33,526 shares 33,526 $2.99M 0.22% -3,816 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,934 shares; 2024Q4: 106,454 shares; 2025Q1: 127,040 shares; 2025Q2: 81,918 shares; 2025Q3: 72,756 shares; 2025Q4: 82,364 shares; 2026Q1: 67,224 shares; 2026Q2: 55,910 shares 55,910 $2.83M 0.21% -11,314 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,296 shares; 2024Q4: 1,229 shares; 2025Q1: 1,226 shares; 2025Q2: 1,301 shares; 2025Q3: 3,100 shares; 2025Q4: 3,183 shares; 2026Q1: 2,880 shares; 2026Q2: 2,337 shares 2,337 $2.8M 0.21% -543 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: 6,513 shares; 2024Q4: 6,869 shares; 2025Q1: 7,136 shares; 2025Q2: 7,864 shares; 2025Q3: 8,522 shares; 2025Q4: 8,331 shares; 2026Q1: 7,626 shares; 2026Q2: 7,481 shares 7,481 $2.67M 0.2% -145 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: 62,879 shares; 2024Q4: 62,879 shares; 2025Q1: 57,486 shares; 2025Q2: 56,879 shares; 2025Q3: 56,879 shares; 2025Q4: 56,748 shares; 2026Q1: 56,748 shares; 2026Q2: 56,321 shares 56,321 $2.64M 0.19% -427 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,090 shares; 2024Q4: 15,107 shares; 2025Q1: 15,139 shares; 2025Q2: 15,156 shares; 2025Q3: 15,166 shares; 2025Q4: 15,166 shares; 2026Q1: 15,173 shares; 2026Q2: 15,167 shares 15,167 $2.61M 0.19% -6 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,385 shares; 2024Q4: 61,437 shares; 2025Q1: 64,144 shares; 2025Q2: 54,986 shares; 2025Q3: 50,406 shares; 2025Q4: 56,907 shares; 2026Q1: 36,418 shares; 2026Q2: 24,084 shares 24,084 $2.59M 0.19% -12,334 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: 101,679 shares; 2024Q4: 86,247 shares; 2025Q1: 82,001 shares; 2025Q2: 74,184 shares; 2025Q3: 42,901 shares; 2025Q4: 41,878 shares; 2026Q1: 37,914 shares; 2026Q2: 32,276 shares 32,276 $2.55M 0.19% -5,638 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: 5,289 shares; 2024Q4: 5,698 shares; 2025Q1: 5,610 shares; 2025Q2: 6,462 shares; 2025Q3: 9,013 shares; 2025Q4: 8,463 shares; 2026Q1: 7,885 shares; 2026Q2: 6,759 shares 6,759 $2.52M 0.18% -1,126 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,726 shares; 2024Q4: 55,258 shares; 2025Q1: 55,785 shares; 2025Q2: 48,994 shares; 2025Q3: 69,243 shares; 2025Q4: 88,291 shares; 2026Q1: 108,310 shares; 2026Q2: 108,332 shares 108,332 $2.48M 0.18% +22 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: 6,572 shares; 2024Q4: 6,943 shares; 2025Q1: 7,207 shares; 2025Q2: 8,065 shares; 2025Q3: 9,510 shares; 2025Q4: 10,321 shares; 2026Q1: 10,203 shares; 2026Q2: 10,278 shares 10,278 $2.45M 0.18% +75 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,372 shares; 2024Q4: 47,249 shares; 2025Q1: 46,425 shares; 2025Q2: 41,526 shares; 2025Q3: 43,587 shares; 2025Q4: 42,722 shares; 2026Q1: 34,823 shares; 2026Q2: 20,993 shares 20,993 $2.24M 0.16% -13,830 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: 3,852 shares; 2024Q4: 4,165 shares; 2025Q1: 4,486 shares; 2025Q2: 4,839 shares; 2025Q3: 6,455 shares; 2025Q4: 6,724 shares; 2026Q1: 6,126 shares; 2026Q2: 6,151 shares 6,151 $2.17M 0.16% +25 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: 9,752 shares; 2024Q4: 9,752 shares; 2025Q1: 9,752 shares; 2025Q2: 9,713 shares; 2025Q3: 9,713 shares; 2025Q4: 9,713 shares; 2026Q1: 8,663 shares; 2026Q2: 8,596 shares 8,596 $2.12M 0.16% -67 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: 20,880 shares; 2024Q4: 18,344 shares; 2025Q1: 17,743 shares; 2025Q2: 17,545 shares; 2025Q3: 16,816 shares; 2025Q4: 16,851 shares; 2026Q1: 14,215 shares; 2026Q2: 12,634 shares 12,634 $2.08M 0.15% -1,581 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,926 shares; 2024Q4: 48,575 shares; 2025Q1: 43,982 shares; 2025Q2: 43,403 shares; 2025Q3: 41,271 shares; 2025Q4: 38,953 shares; 2026Q1: 27,336 shares; 2026Q2: 18,252 shares 18,252 $2M 0.15% -9,084 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,134 shares; 2024Q4: 35,751 shares; 2025Q1: 49,764 shares; 2025Q2: 43,258 shares; 2025Q3: 41,058 shares; 2025Q4: 39,636 shares; 2026Q1: 47,037 shares; 2026Q2: 48,432 shares 48,432 $1.94M 0.14% +1,395 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,436 shares; 2024Q4: 25,436 shares; 2025Q1: 25,436 shares; 2025Q2: 25,436 shares; 2025Q3: 45,436 shares; 2025Q4: 65,436 shares; 2026Q1: 85,436 shares; 2026Q2: 85,436 shares 85,436 $1.94M 0.14% 0 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: 21,980 shares; 2024Q4: 31,980 shares; 2025Q1: 31,980 shares; 2025Q2: 31,980 shares; 2025Q3: 47,378 shares; 2025Q4: 57,378 shares; 2026Q1: 77,378 shares; 2026Q2: 77,378 shares 77,378 $1.87M 0.14% 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: 10,673 shares; 2024Q4: 10,673 shares; 2025Q1: 10,510 shares; 2025Q2: 10,165 shares; 2025Q3: 9,407 shares; 2025Q4: 9,335 shares; 2026Q1: 8,860 shares; 2026Q2: 7,719 shares 7,719 $1.87M 0.14% -1,141 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: 3,315 shares; 2024Q4: 3,408 shares; 2025Q1: 3,746 shares; 2025Q2: 3,869 shares; 2025Q3: 4,010 shares; 2025Q4: 4,024 shares; 2026Q1: 4,002 shares; 2026Q2: 3,996 shares 3,996 $1.68M 0.12% -6 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: 6,056 shares; 2024Q4: 6,056 shares; 2025Q1: 6,056 shares; 2025Q2: 5,806 shares; 2025Q3: 5,897 shares; 2025Q4: 5,372 shares; 2026Q1: 4,422 shares; 2026Q2: 4,410 shares 4,410 $1.62M 0.12% -12 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: 62,463 shares; 2024Q4: 60,876 shares; 2025Q1: 60,067 shares; 2025Q2: 56,563 shares; 2025Q3: 47,682 shares; 2025Q4: 44,512 shares; 2026Q1: 41,985 shares; 2026Q2: 31,280 shares 31,280 $1.58M 0.12% -10,705 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: 31,986 shares; 2024Q4: 31,983 shares; 2025Q1: 31,845 shares; 2025Q2: 31,845 shares; 2025Q3: 31,845 shares; 2025Q4: 30,419 shares; 2026Q1: 30,419 shares; 2026Q2: 30,419 shares 30,419 $1.53M 0.11% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,336 shares; 2024Q4: 12,318 shares; 2025Q1: 12,318 shares; 2025Q2: 11,876 shares; 2025Q3: 11,749 shares; 2025Q4: 11,727 shares; 2026Q1: 10,082 shares; 2026Q2: 10,082 shares 10,082 $1.49M 0.11% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,658 shares; 2024Q4: 49,533 shares; 2025Q1: 49,533 shares; 2025Q2: 59,217 shares; 2025Q3: 59,217 shares; 2025Q4: 59,217 shares; 2026Q1: 59,217 shares; 2026Q2: 57,223 shares 57,223 $1.47M 0.11% -1,994 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,113 shares; 2024Q4: 2,156 shares; 2025Q1: 2,268 shares; 2025Q2: 2,318 shares; 2025Q3: 2,757 shares; 2025Q4: 2,767 shares; 2026Q1: 3,345 shares; 2026Q2: 2,928 shares 2,928 $1.47M 0.11% -417 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: 651 shares; 2024Q4: 643 shares; 2025Q1: 1,275 shares; 2025Q2: 838 shares; 2025Q3: 2,798 shares; 2025Q4: 2,865 shares; 2026Q1: 2,798 shares; 2026Q2: 16,758 shares 16,758 $1.44M 0.11% +13,960 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: 34,378 shares; 2024Q4: 28,487 shares; 2025Q1: 29,430 shares; 2025Q2: 25,804 shares; 2025Q3: 31,575 shares; 2025Q4: 31,453 shares; 2026Q1: 26,915 shares; 2026Q2: 23,359 shares 23,359 $1.39M 0.1% -3,556 Timeline SCHM 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: 18,670 shares; 2024Q4: 55,645 shares; 2025Q1: 55,252 shares; 2025Q2: 56,518 shares; 2025Q3: 54,701 shares; 2025Q4: 43,531 shares; 2026Q1: 39,507 shares; 2026Q2: 37,358 shares 37,358 $1.38M 0.1% -2,149 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,012 shares; 2024Q4: 46,980 shares; 2025Q1: 46,980 shares; 2025Q2: 56,799 shares; 2025Q3: 56,799 shares; 2025Q4: 56,799 shares; 2026Q1: 56,799 shares; 2026Q2: 53,650 shares 53,650 $1.36M 0.1% -3,149 Timeline RWR 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: 24,017 shares; 2024Q4: 22,662 shares; 2025Q1: 21,915 shares; 2025Q2: 21,013 shares; 2025Q3: 20,973 shares; 2025Q4: 20,761 shares; 2026Q1: 12,249 shares; 2026Q2: 11,656 shares 11,656 $1.32M 0.1% -593 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,399 shares; 2024Q4: 23,470 shares; 2025Q1: 23,537 shares; 2025Q2: 23,616 shares; 2025Q3: 23,691 shares; 2025Q4: 23,752 shares; 2026Q1: 23,814 shares; 2026Q2: 23,872 shares 23,872 $1.31M 0.1% +58 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,445 shares; 2024Q4: 46,785 shares; 2025Q1: 41,953 shares; 2025Q2: 23,744 shares; 2025Q3: 21,515 shares; 2025Q4: 21,345 shares; 2026Q1: 18,978 shares; 2026Q2: 17,814 shares 17,814 $1.31M 0.1% -1,164 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: 28,280 shares; 2024Q4: 23,230 shares; 2025Q1: 22,602 shares; 2025Q2: 20,457 shares; 2025Q3: 19,909 shares; 2025Q4: 18,760 shares; 2026Q1: 14,543 shares; 2026Q2: 12,343 shares 12,343 $1.26M 0.09% -2,200 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,280 shares; 2024Q4: 23,280 shares; 2025Q1: 23,280 shares; 2025Q2: 48,020 shares; 2025Q3: 49,154 shares; 2025Q4: 49,154 shares; 2026Q1: 49,154 shares; 2026Q2: 49,154 shares 49,154 $1.26M 0.09% 0 Timeline NPO ENPRO INC More: the full row for ENPRO 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: 2,701 shares; 2026Q1: 3,177 shares; 2026Q2: 3,287 shares 3,287 $1.24M 0.09% +110 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,642 shares; 2024Q4: 13,835 shares; 2025Q1: 13,980 shares; 2025Q2: 13,980 shares; 2025Q3: 11,729 shares; 2025Q4: 11,728 shares; 2026Q1: 11,096 shares; 2026Q2: 10,112 shares 10,112 $1.19M 0.09% -984 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: 10,894 shares; 2024Q4: 10,894 shares; 2025Q1: 10,894 shares; 2025Q2: 10,894 shares; 2025Q3: 11,031 shares; 2025Q4: 9,942 shares; 2026Q1: 9,942 shares; 2026Q2: 5,668 shares 5,668 $1.12M 0.08% -4,274 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: 727 shares; 2026Q2: 965 shares 965 $1.11M 0.08% +238 Timeline FNDX 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: 3,253 shares; 2025Q2: 38,095 shares; 2025Q3: 38,095 shares; 2025Q4: 39,649 shares; 2026Q1: 35,627 shares; 2026Q2: 35,627 shares 35,627 $1.11M 0.08% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,076 shares; 2024Q4: 22,561 shares; 2025Q1: 22,298 shares; 2025Q2: 21,762 shares; 2025Q3: 21,375 shares; 2025Q4: 21,222 shares; 2026Q1: 15,741 shares; 2026Q2: 11,326 shares 11,326 $1.09M 0.08% -4,415 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,816 shares; 2025Q3: 20,816 shares; 2025Q4: 20,816 shares; 2026Q1: 20,816 shares; 2026Q2: 21,756 shares 21,756 $1.09M 0.08% +940 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: 15,013 shares; 2024Q4: 13,938 shares; 2025Q1: 13,535 shares; 2025Q2: 13,558 shares; 2025Q3: 13,580 shares; 2025Q4: 13,210 shares; 2026Q1: 12,175 shares; 2026Q2: 12,192 shares 12,192 $999K 0.07% +17 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,043 shares; 2024Q4: 17,939 shares; 2025Q1: 17,939 shares; 2025Q2: 17,939 shares; 2025Q3: 17,885 shares; 2025Q4: 17,885 shares; 2026Q1: 17,636 shares; 2026Q2: 17,424 shares 17,424 $979K 0.07% -212 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: 1,512 shares; 2024Q4: 1,318 shares; 2025Q1: 1,366 shares; 2025Q2: 1,951 shares; 2025Q3: 2,985 shares; 2025Q4: 2,624 shares; 2026Q1: 2,398 shares; 2026Q2: 2,523 shares 2,523 $953K 0.07% +125 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,287 shares; 2024Q4: 50,033 shares; 2025Q1: 48,461 shares; 2025Q2: 46,998 shares; 2025Q3: 43,849 shares; 2025Q4: 41,786 shares; 2026Q1: 24,159 shares; 2026Q2: 17,923 shares 17,923 $953K 0.07% -6,236 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: 909 shares; 2024Q4: 972 shares; 2025Q1: 1,062 shares; 2025Q2: 1,158 shares; 2025Q3: 1,636 shares; 2025Q4: 1,627 shares; 2026Q1: 1,623 shares; 2026Q2: 1,686 shares 1,686 $950K 0.07% +63 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,137 shares; 2024Q4: 7,146 shares; 2025Q1: 7,360 shares; 2025Q2: 7,478 shares; 2025Q3: 7,917 shares; 2025Q4: 8,428 shares; 2026Q1: 8,268 shares; 2026Q2: 8,137 shares 8,137 $922K 0.07% -131 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: 17,649 shares; 2024Q4: 17,649 shares; 2025Q1: 17,649 shares; 2025Q2: 17,649 shares; 2025Q3: 17,262 shares; 2025Q4: 16,947 shares; 2026Q1: 12,376 shares; 2026Q2: 11,764 shares 11,764 $888K 0.07% -612 Timeline IBTH 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: 12,896 shares; 2025Q1: 13,547 shares; 2025Q2: 8,965 shares; 2025Q3: 9,188 shares; 2025Q4: 18,589 shares; 2026Q1: 38,638 shares; 2026Q2: 38,682 shares 38,682 $865K 0.06% +44 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: 7,398 shares; 2024Q4: 7,236 shares; 2025Q1: 7,259 shares; 2025Q2: 7,208 shares; 2025Q3: 7,199 shares; 2025Q4: 7,199 shares; 2026Q1: 5,735 shares; 2026Q2: 5,664 shares 5,664 $850K 0.06% -71 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: not reported; 2025Q1: 1,766 shares; 2025Q2: 1,780 shares; 2025Q3: 1,788 shares; 2025Q4: 1,810 shares; 2026Q1: 3,489 shares; 2026Q2: 3,663 shares 3,663 $841K 0.06% +174 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: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 971 shares; 2025Q3: 2,284 shares; 2025Q4: 4,426 shares; 2026Q1: 4,358 shares; 2026Q2: 4,358 shares 4,358 $830K 0.06% 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: 11,065 shares; 2025Q1: 11,218 shares; 2025Q2: 11,240 shares; 2025Q3: 11,363 shares; 2025Q4: 11,340 shares; 2026Q1: 11,288 shares; 2026Q2: 11,080 shares 11,080 $824K 0.06% -208 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: 52,327 shares; 2024Q4: 37,341 shares; 2025Q1: 36,726 shares; 2025Q2: 21,347 shares; 2025Q3: 21,408 shares; 2025Q4: 20,568 shares; 2026Q1: 20,568 shares; 2026Q2: 16,913 shares 16,913 $818K 0.06% -3,655 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,881 shares; 2024Q4: 12,088 shares; 2025Q1: 11,896 shares; 2025Q2: 11,896 shares; 2025Q3: 11,896 shares; 2025Q4: 11,866 shares; 2026Q1: 9,911 shares; 2026Q2: 7,415 shares 7,415 $817K 0.06% -2,496 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: 1,500 shares; 2024Q4: 1,572 shares; 2025Q1: 1,762 shares; 2025Q2: 2,047 shares; 2025Q3: 2,653 shares; 2025Q4: 2,577 shares; 2026Q1: 2,402 shares; 2026Q2: 2,374 shares 2,374 $815K 0.06% -28 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,020 shares; 2024Q4: 4,020 shares; 2025Q1: 21,849 shares; 2025Q2: 31,792 shares; 2025Q3: 31,792 shares; 2025Q4: 31,792 shares; 2026Q1: 31,792 shares; 2026Q2: 31,792 shares 31,792 $807K 0.06% 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: 16,646 shares; 2024Q4: 16,207 shares; 2025Q1: 19,397 shares; 2025Q2: 14,099 shares; 2025Q3: 16,619 shares; 2025Q4: 15,589 shares; 2026Q1: 12,715 shares; 2026Q2: 10,888 shares 10,888 $776K 0.06% -1,827 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,077 shares; 2024Q4: 28,157 shares; 2025Q1: 28,296 shares; 2025Q2: 28,315 shares; 2025Q3: 28,393 shares; 2025Q4: 28,393 shares; 2026Q1: 28,416 shares; 2026Q2: 27,830 shares 27,830 $721K 0.05% -586 Timeline SPIP 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: 120,422 shares; 2024Q4: 97,736 shares; 2025Q1: 92,720 shares; 2025Q2: 84,481 shares; 2025Q3: 79,542 shares; 2025Q4: 77,342 shares; 2026Q1: 58,603 shares; 2026Q2: 27,470 shares 27,470 $705K 0.05% -31,133 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,553 shares; 2024Q4: 6,564 shares; 2025Q1: 6,576 shares; 2025Q2: 6,558 shares; 2025Q3: 6,859 shares; 2025Q4: 6,828 shares; 2026Q1: 6,487 shares; 2026Q2: 6,483 shares 6,483 $695K 0.05% -4 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,949 shares; 2024Q4: 2,835 shares; 2025Q1: 2,952 shares; 2025Q2: 2,824 shares; 2025Q3: 3,312 shares; 2025Q4: 2,974 shares; 2026Q1: 2,528 shares; 2026Q2: 2,721 shares 2,721 $685K 0.05% +193 Timeline VNQI 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: 16,216 shares; 2024Q4: 16,103 shares; 2025Q1: 15,803 shares; 2025Q2: 15,803 shares; 2025Q3: 15,335 shares; 2025Q4: 15,335 shares; 2026Q1: 15,335 shares; 2026Q2: 15,155 shares 15,155 $680K 0.05% -180 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,995 shares; 2024Q4: 3,721 shares; 2025Q1: 3,709 shares; 2025Q2: 3,858 shares; 2025Q3: 4,128 shares; 2025Q4: 4,128 shares; 2026Q1: 3,008 shares; 2026Q2: 2,964 shares 2,964 $678K 0.05% -44 Timeline IBHG 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: 10,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $662K 0.05% 0 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: 10,926 shares; 2024Q4: 10,939 shares; 2025Q1: 10,884 shares; 2025Q2: 12,518 shares; 2025Q3: 10,845 shares; 2025Q4: 10,453 shares; 2026Q1: 7,982 shares; 2026Q2: 7,982 shares 7,982 $661K 0.05% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,059 shares; 2024Q4: 5,059 shares; 2025Q1: 5,059 shares; 2025Q2: 5,059 shares; 2025Q3: 5,034 shares; 2025Q4: 4,871 shares; 2026Q1: 4,220 shares; 2026Q2: 4,220 shares 4,220 $642K 0.05% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,951 shares; 2024Q4: 7,951 shares; 2025Q1: 7,951 shares; 2025Q2: 7,951 shares; 2025Q3: 7,951 shares; 2025Q4: 7,951 shares; 2026Q1: 7,951 shares; 2026Q2: 7,951 shares 7,951 $605K 0.04% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,841 shares; 2024Q4: 16,841 shares; 2025Q1: 16,841 shares; 2025Q2: 16,841 shares; 2025Q3: 17,651 shares; 2025Q4: 14,405 shares; 2026Q1: 12,405 shares; 2026Q2: 11,290 shares 11,290 $604K 0.04% -1,115 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,852 shares; 2024Q4: 43,820 shares; 2025Q1: 41,072 shares; 2025Q2: 39,457 shares; 2025Q3: 38,975 shares; 2025Q4: 41,269 shares; 2026Q1: 29,778 shares; 2026Q2: 13,762 shares 13,762 $600K 0.04% -16,016 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 556 shares; 2025Q3: 824 shares; 2025Q4: 731 shares; 2026Q1: 598 shares; 2026Q2: 549 shares 549 $585K 0.04% -49 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,836 shares; 2024Q4: 1,741 shares; 2025Q1: 2,112 shares; 2025Q2: 2,044 shares; 2025Q3: 2,232 shares; 2025Q4: 2,860 shares; 2026Q1: 2,357 shares; 2026Q2: 2,228 shares 2,228 $566K 0.04% -129 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,120 shares; 2024Q4: 36,522 shares; 2025Q1: 33,247 shares; 2025Q2: 32,473 shares; 2025Q3: 26,642 shares; 2025Q4: 25,545 shares; 2026Q1: 24,631 shares; 2026Q2: 12,209 shares 12,209 $563K 0.04% -12,422 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751 shares; 2024Q4: 802 shares; 2025Q1: 878 shares; 2025Q2: 957 shares; 2025Q3: 1,229 shares; 2025Q4: 1,218 shares; 2026Q1: 1,166 shares; 2026Q2: 1,095 shares 1,095 $562K 0.04% -71 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,553 shares; 2024Q4: 60,553 shares; 2025Q1: 60,553 shares; 2025Q2: 60,553 shares; 2025Q3: 60,553 shares; 2025Q4: 59,583 shares; 2026Q1: 59,583 shares; 2026Q2: 59,566 shares 59,566 $515K 0.04% -17 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 3,897 shares; 2025Q3: 3,897 shares; 2025Q4: 3,873 shares; 2026Q1: 3,739 shares; 2026Q2: 3,739 shares 3,739 $514K 0.04% 0 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: not reported; 2025Q3: not reported; 2025Q4: 962 shares; 2026Q1: 900 shares; 2026Q2: 797 shares 797 $506K 0.04% -103 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,113 shares; 2024Q4: 2,342 shares; 2025Q1: 2,495 shares; 2025Q2: 2,368 shares; 2025Q3: 2,769 shares; 2025Q4: 3,595 shares; 2026Q1: 3,553 shares; 2026Q2: 3,692 shares 3,692 $505K 0.04% +139 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: 163 shares; 2024Q4: 152 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 2,000 shares; 2025Q4: 2,026 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $496K 0.04% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 795 shares; 2025Q2: 786 shares; 2025Q3: 826 shares; 2025Q4: 877 shares; 2026Q1: 672 shares; 2026Q2: 662 shares 662 $488K 0.04% -10 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,490 shares; 2024Q4: 21,530 shares; 2025Q1: 21,592 shares; 2025Q2: 21,603 shares; 2025Q3: 21,857 shares; 2025Q4: 21,899 shares; 2026Q1: 17,062 shares; 2026Q2: 13,696 shares 13,696 $484K 0.04% -3,366 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,557 shares 1,557 $470K 0.03% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169 shares; 2024Q4: 1,216 shares; 2025Q1: 1,266 shares; 2025Q2: 1,437 shares; 2025Q3: 1,592 shares; 2025Q4: 1,501 shares; 2026Q1: 1,559 shares; 2026Q2: 1,267 shares 1,267 $447K 0.03% -292 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $434K 0.03% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 979 shares; 2026Q2: 1,001 shares 1,001 $434K 0.03% +22 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703 shares; 2026Q1: 838 shares; 2026Q2: 856 shares 856 $409K 0.03% +18 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: 874 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares; 2026Q1: 1,055 shares; 2026Q2: 3,232 shares 3,232 $401K 0.03% +2,177 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,416 shares; 2025Q1: 7,900 shares; 2025Q2: 6,529 shares; 2025Q3: 10,143 shares; 2025Q4: 12,426 shares; 2026Q1: 11,484 shares; 2026Q2: 11,484 shares 11,484 $382K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,754 shares; 2024Q4: 3,837 shares; 2025Q1: 4,093 shares; 2025Q2: 4,189 shares; 2025Q3: 4,462 shares; 2025Q4: 5,006 shares; 2026Q1: 4,122 shares; 2026Q2: 4,686 shares 4,686 $381K 0.03% +564 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: 280 shares; 2024Q4: 310 shares; 2025Q1: 384 shares; 2025Q2: 426 shares; 2025Q3: 477 shares; 2025Q4: 425 shares; 2026Q1: 436 shares; 2026Q2: 405 shares 405 $379K 0.03% -31 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323 shares; 2024Q4: 331 shares; 2025Q1: 358 shares; 2025Q2: 572 shares; 2025Q3: 568 shares; 2025Q4: 5,777 shares; 2026Q1: 5,792 shares; 2026Q2: 5,236 shares 5,236 $374K 0.03% -556 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,380 shares; 2024Q4: 8,380 shares; 2025Q1: 9,922 shares; 2025Q2: 9,922 shares; 2025Q3: 10,028 shares; 2025Q4: 10,028 shares; 2026Q1: 10,028 shares; 2026Q2: 10,028 shares 10,028 $369K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,083 shares; 2025Q4: 1,038 shares; 2026Q1: 933 shares; 2026Q2: 947 shares 947 $354K 0.03% +14 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 553 shares 553 $353K 0.03% new Timeline IBMS 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: 13,574 shares; 2026Q2: 13,574 shares 13,574 $351K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 865 shares; 2025Q1: 919 shares; 2025Q2: 1,027 shares; 2025Q3: 1,056 shares; 2025Q4: 1,022 shares; 2026Q1: 1,024 shares; 2026Q2: 1,015 shares 1,015 $335K 0.02% -9 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: 4,568 shares; 2024Q4: 4,568 shares; 2025Q1: 4,568 shares; 2025Q2: 4,568 shares; 2025Q3: 3,953 shares; 2025Q4: 3,953 shares; 2026Q1: 1,873 shares; 2026Q2: 1,498 shares 1,498 $331K 0.02% -375 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,558 shares; 2024Q4: 2,862 shares; 2025Q1: 2,862 shares; 2025Q2: 2,862 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares; 2026Q1: 2,860 shares; 2026Q2: 2,860 shares 2,860 $326K 0.02% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,034 shares; 2024Q4: 4,061 shares; 2025Q1: 4,111 shares; 2025Q2: 4,127 shares; 2025Q3: 5,067 shares; 2025Q4: 5,060 shares; 2026Q1: 4,949 shares; 2026Q2: 4,904 shares 4,904 $315K 0.02% -45 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: 2,203 shares 2,203 $308K 0.02% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,541 shares; 2025Q4: 2,541 shares; 2026Q1: 2,541 shares; 2026Q2: 2,541 shares 2,541 $302K 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153 shares; 2026Q2: 149 shares 149 $296K 0.02% -4 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,123 shares; 2025Q3: 6,123 shares; 2025Q4: 6,123 shares; 2026Q1: 6,123 shares; 2026Q2: 6,123 shares 6,123 $290K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 498 shares 498 $289K 0.02% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,002 shares; 2025Q3: 3,576 shares; 2025Q4: 3,305 shares; 2026Q1: not reported; 2026Q2: 2,433 shares 2,433 $286K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,616 shares; 2025Q4: 1,716 shares; 2026Q1: 1,697 shares; 2026Q2: 953 shares 953 $284K 0.02% -744 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,986 shares; 2025Q4: 2,042 shares; 2026Q1: 2,010 shares; 2026Q2: 2,020 shares 2,020 $283K 0.02% +10 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,195 shares; 2024Q4: 1,249 shares; 2025Q1: 1,308 shares; 2025Q2: 1,395 shares; 2025Q3: 1,322 shares; 2025Q4: 1,331 shares; 2026Q1: 1,313 shares; 2026Q2: 1,288 shares 1,288 $281K 0.02% -25 Timeline SPHY 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: 15,433 shares; 2024Q4: 14,151 shares; 2025Q1: 14,361 shares; 2025Q2: 14,361 shares; 2025Q3: 14,361 shares; 2025Q4: 11,752 shares; 2026Q1: 11,647 shares; 2026Q2: 11,570 shares 11,570 $271K 0.02% -77 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,428 shares 1,428 $258K 0.02% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: 243 shares; 2025Q1: 232 shares; 2025Q2: 236 shares; 2025Q3: 224 shares; 2025Q4: 227 shares; 2026Q1: 219 shares; 2026Q2: 216 shares 216 $258K 0.02% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,836 shares; 2026Q2: 1,943 shares 1,943 $250K 0.02% +107 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: 768 shares; 2025Q3: 762 shares; 2025Q4: 745 shares; 2026Q1: 742 shares; 2026Q2: 689 shares 689 $250K 0.02% -53 Timeline GLW CORNING INC More: the full row for CORNING 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: 976 shares 976 $249K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 241 shares 241 $244K 0.02% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,528 shares; 2025Q3: 1,755 shares; 2025Q4: 1,836 shares; 2026Q1: 1,473 shares; 2026Q2: 1,663 shares 1,663 $244K 0.02% +190 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 994 shares; 2025Q4: 908 shares; 2026Q1: 863 shares; 2026Q2: 775 shares 775 $243K 0.02% -88 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,292 shares; 2025Q2: 1,507 shares; 2025Q3: 2,348 shares; 2025Q4: 1,522 shares; 2026Q1: 1,436 shares; 2026Q2: 1,453 shares 1,453 $241K 0.02% +17 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: 2,645 shares; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 4,320 shares; 2025Q4: 4,320 shares; 2026Q1: 4,320 shares; 2026Q2: 3,962 shares 3,962 $241K 0.02% -358 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: 259 shares; 2026Q2: 204 shares 204 $240K 0.02% -55 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,516 shares; 2026Q1: not reported; 2026Q2: 2,884 shares 2,884 $238K 0.02% new Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,279 shares; 2024Q4: 6,974 shares; 2025Q1: 7,068 shares; 2025Q2: 6,555 shares; 2025Q3: 4,182 shares; 2025Q4: 4,235 shares; 2026Q1: 2,632 shares; 2026Q2: 2,865 shares 2,865 $237K 0.02% +233 Timeline FLEX FLEX LTD More: the full row for FLEX 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: not reported; 2026Q2: 1,434 shares 1,434 $232K 0.02% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 843 shares; 2025Q2: 768 shares; 2025Q3: 2,467 shares; 2025Q4: 1,289 shares; 2026Q1: 1,125 shares; 2026Q2: 1,031 shares 1,031 $231K 0.02% -94 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS 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: 302 shares 302 $230K 0.02% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,301 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,198 shares 3,198 $230K 0.02% new Timeline DFEV 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: 4,961 shares; 2024Q4: 4,979 shares; 2025Q1: 5,515 shares; 2025Q2: 5,534 shares; 2025Q3: 6,395 shares; 2025Q4: 6,062 shares; 2026Q1: 5,413 shares; 2026Q2: 5,382 shares 5,382 $230K 0.02% -31 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 581 shares; 2026Q1: not reported; 2026Q2: 678 shares 678 $229K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,492 shares; 2026Q2: 1,796 shares 1,796 $227K 0.02% +304 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,062 shares 1,062 $222K 0.02% new 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: 1,456 shares; 2024Q4: 1,505 shares; 2025Q1: 1,667 shares; 2025Q2: 2,033 shares; 2025Q3: 3,485 shares; 2025Q4: 1,752 shares; 2026Q1: 1,946 shares; 2026Q2: 1,501 shares 1,501 $220K 0.02% -445 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 191 shares 191 $216K 0.02% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,195 shares; 2024Q4: 3,195 shares; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares; 2025Q3: 3,195 shares; 2025Q4: 3,195 shares; 2026Q1: 3,195 shares; 2026Q2: 3,195 shares 3,195 $216K 0.02% 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: 486 shares; 2024Q4: 539 shares; 2025Q1: 558 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 518 shares 518 $215K 0.02% new 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: 1,350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,686 shares; 2025Q4: 2,286 shares; 2026Q1: 1,932 shares; 2026Q2: 1,584 shares 1,584 $214K 0.02% -348 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,251 shares; 2024Q4: 9,251 shares; 2025Q1: 9,251 shares; 2025Q2: 9,251 shares; 2025Q3: 9,251 shares; 2025Q4: 9,251 shares; 2026Q1: 9,251 shares; 2026Q2: 9,251 shares 9,251 $214K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,539 shares; 2024Q4: 1,544 shares; 2025Q1: 1,488 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,519 shares; 2026Q1: 1,540 shares; 2026Q2: 1,735 shares 1,735 $214K 0.02% +195 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: not reported; 2026Q2: 107 shares 107 $212K 0.02% new Timeline SPIB 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: 6,694 shares; 2024Q4: 6,622 shares; 2025Q1: 6,633 shares; 2025Q2: 6,649 shares; 2025Q3: 6,507 shares; 2025Q4: 6,529 shares; 2026Q1: 6,323 shares; 2026Q2: 6,337 shares 6,337 $212K 0.02% +14 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 493 shares 493 $210K 0.02% new 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: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 889 shares; 2025Q4: 1,778 shares; 2026Q1: 1,778 shares; 2026Q2: 1,778 shares 1,778 $209K 0.02% 0 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: not reported; 2026Q2: 216 shares 216 $208K 0.02% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 473 shares; 2026Q2: 473 shares 473 $202K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE 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: 424 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 386 shares 386 $200K 0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,337 shares; 2024Q4: 2,337 shares; 2025Q1: 2,334 shares; 2025Q2: 2,334 shares; 2025Q3: 2,334 shares; 2025Q4: 2,334 shares; 2026Q1: 2,334 shares; 2026Q2: 2,334 shares 2,334 $192K 0.01% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,523 shares; 2024Q4: 7,523 shares; 2025Q1: 7,523 shares; 2025Q2: 7,523 shares; 2025Q3: 7,523 shares; 2025Q4: 7,523 shares; 2026Q1: 7,523 shares; 2026Q2: 7,523 shares 7,523 $190K 0.01% 0 Timeline 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: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,139 shares; 2026Q1: 2,139 shares; 2026Q2: 2,139 shares 2,139 $188K 0.01% 0 Timeline IBTI 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: 8,345 shares; 2026Q1: 8,394 shares; 2026Q2: 8,473 shares 8,473 $188K 0.01% +79 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: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares; 2026Q2: 1,147 shares 1,147 $182K 0.01% 0 Timeline IWO 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: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $169K 0.01% 0 Timeline ICVT 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: 1,371 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $164K 0.01% 0 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 4,921 shares; 2026Q1: 4,921 shares; 2026Q2: 4,920 shares 4,920 $149K 0.01% -1 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,511 shares; 2025Q3: 4,512 shares; 2025Q4: 4,512 shares; 2026Q1: 4,512 shares; 2026Q2: 4,511 shares 4,511 $143K 0.01% -1 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: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 2,480 shares; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares 2,480 $143K 0.01% 0 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,408 shares; 2024Q4: 24,408 shares; 2025Q1: 24,408 shares; 2025Q2: 24,408 shares; 2025Q3: 24,408 shares; 2025Q4: 24,408 shares; 2026Q1: 24,408 shares; 2026Q2: 24,408 shares 24,408 $142K 0.01% 0 Timeline SPSB 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: 8,153 shares; 2024Q4: 7,944 shares; 2025Q1: 7,944 shares; 2025Q2: 7,944 shares; 2025Q3: 7,944 shares; 2025Q4: 7,944 shares; 2026Q1: 5,146 shares; 2026Q2: 4,670 shares 4,670 $140K 0.01% -476 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares; 2026Q1: 2,583 shares; 2026Q2: 2,583 shares 2,583 $138K 0.01% 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: 150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares; 2026Q2: 728 shares 728 $135K 0.01% 0 Timeline VPL 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: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares; 2026Q1: 1,075 shares; 2026Q2: 1,075 shares 1,075 $124K 0.01% 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: 2,594 shares; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,632 shares; 2025Q3: 1,625 shares; 2025Q4: 1,554 shares; 2026Q1: 952 shares; 2026Q2: 721 shares 721 $113K 0.01% -231 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,433 shares; 2024Q4: 2,632 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,601 shares; 2025Q4: 2,601 shares; 2026Q1: 2,601 shares; 2026Q2: 2,601 shares 2,601 $107K 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: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,512 shares; 2025Q4: 3,024 shares; 2026Q1: 1,952 shares; 2026Q2: 1,952 shares 1,952 $104K 0.01% 0 Timeline VONG 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: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares; 2026Q2: 792 shares 792 $101K 0.01% 0 Timeline IBTK 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: 5,063 shares 5,063 $98.9K 0.01% new Timeline IBTL 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: 4,895 shares 4,895 $98.8K 0.01% new Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,484 shares; 2024Q4: 1,314 shares; 2025Q1: 1,315 shares; 2025Q2: 1,315 shares; 2025Q3: 1,317 shares; 2025Q4: 862 shares; 2026Q1: 863 shares; 2026Q2: 863 shares 863 $91.6K 0.01% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,049 shares; 2024Q4: 4,049 shares; 2025Q1: 4,049 shares; 2025Q2: 4,049 shares; 2025Q3: 4,049 shares; 2025Q4: 4,049 shares; 2026Q1: 4,049 shares; 2026Q2: 4,049 shares 4,049 $88.3K 0.01% 0 Timeline CWB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,493 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares; 2026Q2: 814 shares 814 $87.8K 0.01% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,825 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares; 2026Q2: 1,825 shares 1,825 $87.2K 0.01% -1 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108 shares; 2024Q4: 266 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214 $78.3K 0.01% 0 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: 4,620 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 1,777 shares; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares; 2026Q1: 842 shares; 2026Q2: 842 shares 842 $74.6K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,341 shares; 2024Q4: 24,212 shares; 2025Q1: 24,169 shares; 2025Q2: 5,364 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares; 2026Q1: 4,919 shares; 2026Q2: 897 shares 897 $73.7K 0.01% -4,022 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: 674 shares; 2024Q4: 674 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares; 2026Q2: 422 shares 422 $66.2K <0.01% 0 Timeline DFAU 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: 1,943 shares; 2024Q4: 1,945 shares; 2025Q1: 1,946 shares; 2025Q2: 1,658 shares; 2025Q3: 1,660 shares; 2025Q4: 1,661 shares; 2026Q1: 1,402 shares; 2026Q2: 1,164 shares 1,164 $60.2K <0.01% -238 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 2,555 shares; 2025Q2: 2,555 shares; 2025Q3: 2,555 shares; 2025Q4: 2,359 shares; 2026Q1: 819 shares; 2026Q2: 819 shares 819 $59.7K <0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 751 shares; 2026Q1: 751 shares; 2026Q2: 751 shares 751 $56.9K <0.01% 0 Timeline SCHE 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: 1,558 shares; 2024Q4: 1,558 shares; 2025Q1: 1,558 shares; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 2,162 shares; 2026Q1: 1,558 shares; 2026Q2: 1,558 shares 1,558 $56.5K <0.01% 0 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,528 shares; 2026Q1: 1,528 shares; 2026Q2: 1,528 shares 1,528 $56.1K <0.01% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares; 2026Q2: 1,220 shares 1,220 $54.1K <0.01% 0 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,746 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares; 2026Q2: 1,746 shares 1,746 $53.2K <0.01% -1 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,043 shares; 2024Q4: 581 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 386 shares; 2026Q2: 386 shares 386 $52.7K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 473 shares; 2026Q2: 473 shares 473 $48.4K <0.01% 0 Timeline FNDF 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: 296 shares; 2025Q3: 296 shares; 2025Q4: 948 shares; 2026Q1: not reported; 2026Q2: 902 shares 902 $47.6K <0.01% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 857 shares; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares; 2026Q2: 814 shares 814 $47.4K <0.01% 0 Timeline KMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 1,347 shares; 2026Q1: 1,347 shares; 2026Q2: 1,347 shares 1,347 $43.3K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 622 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares; 2026Q2: 561 shares 561 $43K <0.01% -1 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: 1,216 shares; 2024Q4: 1,216 shares; 2025Q1: 1,216 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares; 2025Q4: 1,216 shares; 2026Q1: 1,216 shares; 2026Q2: 1,216 shares 1,216 $41.5K <0.01% 0 Timeline DFAI 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: 2,311 shares; 2024Q4: 2,323 shares; 2025Q1: 2,285 shares; 2025Q2: 2,305 shares; 2025Q3: 2,312 shares; 2025Q4: 2,322 shares; 2026Q1: 980 shares; 2026Q2: 988 shares 988 $40.8K <0.01% +8 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 319 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares; 2026Q2: 281 shares 281 $35.1K <0.01% -21 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: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 66 shares; 2026Q1: 36 shares; 2026Q2: 288 shares 288 $34.4K <0.01% +252 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: 254 shares; 2024Q4: 3,096 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares; 2026Q2: 1,016 shares 1,016 $34.4K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $32.9K <0.01% 0 Timeline VOT 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: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $29.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 532 shares 532 $28.4K <0.01% new Timeline KNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 890 shares; 2026Q1: 890 shares; 2026Q2: 890 shares 890 $28.2K <0.01% 0 Timeline XNTK 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: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $28.1K <0.01% 0 Timeline XLP 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $27.4K <0.01% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274 shares; 2024Q4: 1,274 shares; 2025Q1: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares; 2026Q1: 1,274 shares; 2026Q2: 1,274 shares 1,274 $26.6K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: not reported; 2026Q2: 272 shares 272 $26.2K <0.01% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 457 shares; 2026Q2: 457 shares 457 $25.9K <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: 661 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 1,171 shares; 2025Q3: 812 shares; 2025Q4: 812 shares; 2026Q1: 812 shares; 2026Q2: 810 shares 810 $25.7K <0.01% -2 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,806 shares; 2024Q4: 1,807 shares; 2025Q1: 1,486 shares; 2025Q2: 1,363 shares; 2025Q3: 777 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 226 shares 226 $18.1K <0.01% -238 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: 317 shares; 2024Q4: 309 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares; 2026Q2: 298 shares 298 $15.4K <0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $15.4K <0.01% 0 Timeline SPAB 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: 811 shares; 2024Q4: 818 shares; 2025Q1: 485 shares; 2025Q2: 489 shares; 2025Q3: 494 shares; 2025Q4: 501 shares; 2026Q1: 504 shares; 2026Q2: 509 shares 509 $13K <0.01% +5 Timeline SLYG 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $11.4K <0.01% 0 Timeline XHB 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $11K <0.01% 0 Timeline DCOR 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: 5,030 shares; 2024Q4: 4,415 shares; 2025Q1: 4,871 shares; 2025Q2: 5,440 shares; 2025Q3: 5,188 shares; 2025Q4: 5,238 shares; 2026Q1: 5,146 shares; 2026Q2: 131 shares 131 $10.8K <0.01% -5,015 Timeline CNRG 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: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares 92 $10.4K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $9.88K <0.01% 0 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: 680 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 1,067 shares; 2026Q2: 279 shares 279 $9.71K <0.01% -788 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 371 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $9.64K <0.01% 0 Timeline BLV 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: 416 shares; 2024Q4: 205 shares; 2025Q1: 569 shares; 2025Q2: 205 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $7.93K <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: 4,859 shares; 2024Q4: 4,859 shares; 2025Q1: 4,790 shares; 2025Q2: 4,495 shares; 2025Q3: 4,495 shares; 2025Q4: 4,442 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $7.9K <0.01% 0 Timeline EWI 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: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $6.58K <0.01% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 2,342 shares; 2026Q2: 224 shares 224 $6.19K <0.01% -2,118 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: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $6.11K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $5.61K <0.01% 0 Timeline XES 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $5.6K <0.01% 0 Timeline SCHF 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: 3,647 shares; 2024Q4: 4,547 shares; 2025Q1: 5,362 shares; 2025Q2: 5,362 shares; 2025Q3: 4,546 shares; 2025Q4: 5,704 shares; 2026Q1: 4,544 shares; 2026Q2: 200 shares 200 $5.54K <0.01% -4,344 Timeline SCHJ 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: 438 shares; 2024Q4: 876 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 687 shares; 2026Q2: 189 shares 189 $4.66K <0.01% -498 Timeline GOVT 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: 53 shares; 2025Q3: 53 shares; 2025Q4: 326 shares; 2026Q1: 53 shares; 2026Q2: 171 shares 171 $3.9K <0.01% +118 Timeline IDV 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: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $1.82K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,539 shares; 2024Q4: 3,448 shares; 2025Q1: 3,293 shares; 2025Q2: 3,437 shares; 2025Q3: 2,931 shares; 2025Q4: 2,936 shares; 2026Q1: 277 shares; 2026Q2: 13 shares 13 $1.42K <0.01% -264 Timeline PFF 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: 247 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $1.25K <0.01% 0 Timeline VTC 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: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $1.23K <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $762 <0.01% 0 Timeline