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: 428,763 shares; 2024Q4: 493,431 shares; 2025Q1: 511,917 shares; 2025Q2: 519,119 shares; 2025Q3: 522,577 shares; 2025Q4: 542,129 shares; 2026Q1: 561,269 shares; 2026Q2: 579,315 shares 579,315 $47.5M 12.71% +18,046 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: 612,524 shares; 2024Q4: 694,974 shares; 2025Q1: 673,148 shares; 2025Q2: 714,979 shares; 2025Q3: 803,113 shares; 2025Q4: 883,508 shares; 2026Q1: 1,017,885 shares; 2026Q2: 1,059,460 shares 1,059,460 $39.5M 10.57% +41,575 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,975 shares; 2024Q4: 418,025 shares; 2025Q1: 490,645 shares; 2025Q2: 538,354 shares; 2025Q3: 592,365 shares; 2025Q4: 680,639 shares; 2026Q1: 740,429 shares; 2026Q2: 766,829 shares 766,829 $39.3M 10.53% +26,400 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,429 shares; 2024Q4: 363,139 shares; 2025Q1: 409,629 shares; 2025Q2: 525,195 shares; 2025Q3: 580,254 shares; 2025Q4: 623,468 shares; 2026Q1: 685,513 shares; 2026Q2: 722,615 shares 722,615 $35.8M 9.59% +37,102 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: 24,922 shares; 2024Q4: 32,066 shares; 2025Q1: 32,722 shares; 2025Q2: 33,122 shares; 2025Q3: 33,759 shares; 2025Q4: 34,962 shares; 2026Q1: 34,975 shares; 2026Q2: 34,495 shares 34,495 $25.4M 6.8% -480 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: 112,694 shares; 2024Q4: 192,089 shares; 2025Q1: 197,003 shares; 2025Q2: 216,923 shares; 2025Q3: 266,141 shares; 2025Q4: 319,594 shares; 2026Q1: 368,343 shares; 2026Q2: 389,887 shares 389,887 $18.6M 4.99% +21,544 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: 48,635 shares; 2024Q4: 53,274 shares; 2025Q1: 50,477 shares; 2025Q2: 51,563 shares; 2025Q3: 53,032 shares; 2025Q4: 47,773 shares; 2026Q1: 48,677 shares; 2026Q2: 48,555 shares 48,555 $18M 4.81% -122 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70,151 shares; 2025Q1: 89,962 shares; 2025Q2: 113,182 shares; 2025Q3: 146,448 shares; 2025Q4: 177,103 shares; 2026Q1: 187,708 shares; 2026Q2: 194,067 shares 194,067 $17.7M 4.74% +6,359 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,450 shares; 2024Q4: 149,945 shares; 2025Q1: 163,769 shares; 2025Q2: 158,238 shares; 2025Q3: 141,234 shares; 2025Q4: 132,820 shares; 2026Q1: 129,999 shares; 2026Q2: 129,826 shares 129,826 $16.2M 4.34% -173 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,263 shares; 2024Q4: 201,828 shares; 2025Q1: 182,345 shares; 2025Q2: 192,141 shares; 2025Q3: 187,752 shares; 2025Q4: 175,678 shares; 2026Q1: 175,063 shares; 2026Q2: 172,298 shares 172,298 $8.68M 2.32% -2,765 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: 15,138 shares; 2024Q4: 17,819 shares; 2025Q1: 18,354 shares; 2025Q2: 18,976 shares; 2025Q3: 16,914 shares; 2025Q4: 15,375 shares; 2026Q1: 15,342 shares; 2026Q2: 92,596 shares 92,596 $7.98M 2.14% +77,254 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: 39,024 shares; 2024Q4: 38,714 shares; 2025Q1: 39,888 shares; 2025Q2: 46,981 shares; 2025Q3: 47,817 shares; 2025Q4: 66,501 shares; 2026Q1: 83,945 shares; 2026Q2: 87,136 shares 87,136 $6.21M 1.66% +3,191 Timeline VUSB 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: 99,864 shares; 2024Q4: 103,556 shares; 2025Q1: 107,250 shares; 2025Q2: 113,539 shares; 2025Q3: 104,055 shares; 2025Q4: 111,777 shares; 2026Q1: 117,622 shares; 2026Q2: 117,705 shares 117,705 $5.86M 1.57% +83 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: 21,273 shares; 2024Q4: 33,553 shares; 2025Q1: 33,723 shares; 2025Q2: 36,639 shares; 2025Q3: 50,811 shares; 2025Q4: 49,839 shares; 2026Q1: 49,963 shares; 2026Q2: 50,312 shares 50,312 $5.36M 1.43% +349 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: 20,653 shares; 2024Q4: 20,431 shares; 2025Q1: 18,391 shares; 2025Q2: 19,319 shares; 2025Q3: 19,717 shares; 2025Q4: 18,275 shares; 2026Q1: 17,749 shares; 2026Q2: 17,754 shares 17,754 $5.14M 1.38% +5 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $4.49M 1.2% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,242 shares; 2024Q4: 11,157 shares; 2025Q1: 10,922 shares; 2025Q2: 11,511 shares; 2025Q3: 12,429 shares; 2025Q4: 12,167 shares; 2026Q1: 11,801 shares; 2026Q2: 11,819 shares 11,819 $4.41M 1.18% +18 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: 30,169 shares; 2024Q4: 29,771 shares; 2025Q1: 28,942 shares; 2025Q2: 25,437 shares; 2025Q3: 25,163 shares; 2025Q4: 23,235 shares; 2026Q1: 20,922 shares; 2026Q2: 19,861 shares 19,861 $3.97M 1.06% -1,061 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: 75,985 shares; 2024Q4: 73,954 shares; 2025Q1: 75,780 shares; 2025Q2: 83,825 shares; 2025Q3: 86,998 shares; 2025Q4: 86,159 shares; 2026Q1: 77,770 shares; 2026Q2: 76,792 shares 76,792 $3.04M 0.81% -978 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,414 shares; 2024Q4: 78,876 shares; 2025Q1: 67,287 shares; 2025Q2: 56,595 shares; 2025Q3: 45,350 shares; 2025Q4: 33,554 shares; 2026Q1: 26,158 shares; 2026Q2: 23,646 shares 23,646 $2.89M 0.77% -2,512 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,163 shares; 2024Q4: 8,057 shares; 2025Q1: 7,714 shares; 2025Q2: 7,714 shares; 2025Q3: 7,955 shares; 2025Q4: 7,855 shares; 2026Q1: 7,605 shares; 2026Q2: 7,605 shares 7,605 $2.72M 0.73% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,831 shares; 2024Q4: 4,908 shares; 2025Q1: 4,512 shares; 2025Q2: 5,499 shares; 2025Q3: 5,915 shares; 2025Q4: 5,781 shares; 2026Q1: 5,354 shares; 2026Q2: 5,354 shares 5,354 $2.68M 0.72% 0 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: 7,222 shares; 2024Q4: 7,174 shares; 2025Q1: 7,784 shares; 2025Q2: 7,339 shares; 2025Q3: 7,937 shares; 2025Q4: 7,632 shares; 2026Q1: 9,078 shares; 2026Q2: 9,088 shares 9,088 $1.98M 0.53% +10 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: 1,477 shares; 2024Q4: 1,479 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,498 shares; 2025Q4: 1,515 shares; 2026Q1: 1,515 shares; 2026Q2: 1,515 shares 1,515 $1.82M 0.49% 0 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,881 shares; 2025Q3: 36,881 shares; 2025Q4: 36,881 shares; 2026Q1: 36,881 shares; 2026Q2: 36,881 shares 36,881 $1.78M 0.48% 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: 19,018 shares; 2024Q4: 18,934 shares; 2025Q1: 18,582 shares; 2025Q2: 22,996 shares; 2025Q3: 22,746 shares; 2025Q4: 22,725 shares; 2026Q1: 22,225 shares; 2026Q2: 22,225 shares 22,225 $1.68M 0.45% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,481 shares; 2026Q2: 5,516 shares 5,516 $1.67M 0.45% +1,035 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,363 shares; 2024Q4: 12,532 shares; 2025Q1: 12,384 shares; 2025Q2: 12,387 shares; 2025Q3: 12,387 shares; 2025Q4: 12,387 shares; 2026Q1: 12,372 shares; 2026Q2: 12,062 shares 12,062 $1.6M 0.43% -310 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: 6,730 shares; 2024Q4: 7,950 shares; 2025Q1: 7,950 shares; 2025Q2: 7,950 shares; 2025Q3: 8,320 shares; 2025Q4: 8,877 shares; 2026Q1: 9,004 shares; 2026Q2: 8,968 shares 8,968 $1.41M 0.38% -36 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: 3,682 shares; 2024Q4: 3,683 shares; 2025Q1: 3,664 shares; 2025Q2: 3,664 shares; 2025Q3: 3,874 shares; 2025Q4: 3,875 shares; 2026Q1: 3,875 shares; 2026Q2: 3,875 shares 3,875 $1.37M 0.37% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,807 shares; 2024Q4: 6,447 shares; 2025Q1: 5,991 shares; 2025Q2: 5,685 shares; 2025Q3: 5,842 shares; 2025Q4: 5,549 shares; 2026Q1: 5,475 shares; 2026Q2: 5,475 shares 5,475 $1.3M 0.35% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,653 shares; 2024Q4: 3,654 shares; 2025Q1: 3,655 shares; 2025Q2: 3,655 shares; 2025Q3: 3,681 shares; 2025Q4: 3,696 shares; 2026Q1: 3,562 shares; 2026Q2: 3,548 shares 3,548 $1.12M 0.3% -14 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,079 shares; 2024Q4: 13,498 shares; 2025Q1: 12,854 shares; 2025Q2: 12,789 shares; 2025Q3: 12,761 shares; 2025Q4: 12,589 shares; 2026Q1: 12,589 shares; 2026Q2: 12,589 shares 12,589 $1.11M 0.3% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,418 shares; 2024Q4: 1,430 shares; 2025Q1: 1,595 shares; 2025Q2: 1,607 shares; 2025Q3: 1,077 shares; 2025Q4: 1,264 shares; 2026Q1: 1,447 shares; 2026Q2: 1,531 shares 1,531 $1.05M 0.28% +84 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,778 shares; 2024Q4: 1,781 shares; 2025Q1: 1,801 shares; 2025Q2: 1,804 shares; 2025Q3: 1,805 shares; 2025Q4: 1,620 shares; 2026Q1: 1,621 shares; 2026Q2: 1,622 shares 1,622 $1.04M 0.28% +1 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: 1,911 shares; 2024Q4: 1,917 shares; 2025Q1: 1,915 shares; 2025Q2: 2,607 shares; 2025Q3: 2,824 shares; 2025Q4: 2,829 shares; 2026Q1: 2,834 shares; 2026Q2: 2,816 shares 2,816 $993K 0.27% -18 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: 21,933 shares; 2024Q4: 21,933 shares; 2025Q1: 23,429 shares; 2025Q2: 25,051 shares; 2025Q3: 24,214 shares; 2025Q4: 27,332 shares; 2026Q1: 25,561 shares; 2026Q2: 25,561 shares 25,561 $992K 0.27% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,161 shares; 2024Q4: 15,161 shares; 2025Q1: 15,161 shares; 2025Q2: 15,067 shares; 2025Q3: 15,013 shares; 2025Q4: 15,013 shares; 2026Q1: 14,635 shares; 2026Q2: 14,215 shares 14,215 $987K 0.26% -420 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: 2,553 shares; 2024Q4: 2,560 shares; 2025Q1: 2,530 shares; 2025Q2: 2,593 shares; 2025Q3: 2,864 shares; 2025Q4: 2,949 shares; 2026Q1: 2,950 shares; 2026Q2: 2,951 shares 2,951 $966K 0.26% +1 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: 30,773 shares; 2024Q4: 32,555 shares; 2025Q1: 30,035 shares; 2025Q2: 27,455 shares; 2025Q3: 24,871 shares; 2025Q4: 15,587 shares; 2026Q1: 11,959 shares; 2026Q2: 11,905 shares 11,905 $928K 0.25% -54 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,366 shares; 2024Q4: 16,786 shares; 2025Q1: 15,102 shares; 2025Q2: 15,167 shares; 2025Q3: 13,201 shares; 2025Q4: 12,314 shares; 2026Q1: 9,100 shares; 2026Q2: 9,103 shares 9,103 $850K 0.23% +3 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,437 shares; 2024Q4: 3,453 shares; 2025Q1: 3,788 shares; 2025Q2: 3,619 shares; 2025Q3: 3,629 shares; 2025Q4: 3,336 shares; 2026Q1: 3,366 shares; 2026Q2: 3,374 shares 3,374 $798K 0.21% +8 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: 2,368 shares; 2024Q4: 2,368 shares; 2025Q1: 2,368 shares; 2025Q2: 2,368 shares; 2025Q3: 2,118 shares; 2025Q4: 2,118 shares; 2026Q1: 2,155 shares; 2026Q2: 2,155 shares 2,155 $741K 0.2% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,394 shares; 2024Q4: 15,974 shares; 2025Q1: 15,787 shares; 2025Q2: 15,797 shares; 2025Q3: 15,797 shares; 2025Q4: 15,797 shares; 2026Q1: 14,995 shares; 2026Q2: 14,995 shares 14,995 $699K 0.19% 0 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: 582 shares; 2024Q4: 583 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 715 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $678K 0.18% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,203 shares; 2024Q4: 8,097 shares; 2025Q1: 8,097 shares; 2025Q2: 7,929 shares; 2025Q3: 12,787 shares; 2025Q4: 12,890 shares; 2026Q1: 12,985 shares; 2026Q2: 13,141 shares 13,141 $663K 0.18% +156 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,854 shares; 2024Q4: 3,854 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares; 2025Q3: 3,854 shares; 2025Q4: 3,854 shares; 2026Q1: 3,854 shares; 2026Q2: 3,854 shares 3,854 $656K 0.18% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,626 shares; 2024Q4: 5,687 shares; 2025Q1: 5,687 shares; 2025Q2: 5,713 shares; 2025Q3: 5,692 shares; 2025Q4: 5,681 shares; 2026Q1: 5,703 shares; 2026Q2: 11,455 shares 11,455 $643K 0.17% +5,752 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,301 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,319 shares; 2025Q4: 1,330 shares; 2026Q1: 1,243 shares; 2026Q2: 1,243 shares 1,243 $638K 0.17% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,487 shares; 2024Q4: 3,110 shares; 2025Q1: 2,635 shares; 2025Q2: 2,601 shares; 2025Q3: 2,512 shares; 2025Q4: 2,512 shares; 2026Q1: 2,512 shares; 2026Q2: 2,512 shares 2,512 $638K 0.17% 0 Timeline BALT 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: 17,467 shares; 2024Q4: 17,217 shares; 2025Q1: 16,947 shares; 2025Q2: not reported; 2025Q3: 11,827 shares; 2025Q4: 17,918 shares; 2026Q1: 17,918 shares; 2026Q2: 17,918 shares 17,918 $614K 0.16% 0 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: 533 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 587 shares; 2025Q4: 597 shares; 2026Q1: 597 shares; 2026Q2: 597 shares 597 $604K 0.16% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,191 shares; 2024Q4: 11,191 shares; 2025Q1: not reported; 2025Q2: 11,191 shares; 2025Q3: 11,191 shares; 2025Q4: 11,191 shares; 2026Q1: 11,191 shares; 2026Q2: 11,191 shares 11,191 $596K 0.16% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,985 shares; 2024Q4: 1,986 shares; 2025Q1: 1,986 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,987 shares; 2026Q1: 1,722 shares; 2026Q2: 1,722 shares 1,722 $591K 0.16% 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: 3,796 shares; 2024Q4: 3,843 shares; 2025Q1: 3,512 shares; 2025Q2: 6,785 shares; 2025Q3: 6,705 shares; 2025Q4: 6,755 shares; 2026Q1: 6,755 shares; 2026Q2: 6,778 shares 6,778 $551K 0.15% +23 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: 5,202 shares; 2024Q4: 5,497 shares; 2025Q1: 5,662 shares; 2025Q2: 5,701 shares; 2025Q3: 5,729 shares; 2025Q4: 6,463 shares; 2026Q1: 6,473 shares; 2026Q2: 6,547 shares 6,547 $548K 0.15% +74 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,778 shares; 2024Q4: 10,508 shares; 2025Q1: 10,508 shares; 2025Q2: 10,508 shares; 2025Q3: 10,208 shares; 2025Q4: 10,208 shares; 2026Q1: 10,208 shares; 2026Q2: 10,208 shares 10,208 $509K 0.14% 0 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,696 shares 9,696 $489K 0.13% new 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: 3,889 shares; 2024Q4: 3,892 shares; 2025Q1: 3,892 shares; 2025Q2: 3,876 shares; 2025Q3: 3,978 shares; 2025Q4: 4,133 shares; 2026Q1: 4,133 shares; 2026Q2: 4,133 shares 4,133 $468K 0.13% 0 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: 4,444 shares; 2024Q4: 3,612 shares; 2025Q1: 3,617 shares; 2025Q2: 3,622 shares; 2025Q3: 3,943 shares; 2025Q4: 3,948 shares; 2026Q1: 3,952 shares; 2026Q2: 3,956 shares 3,956 $465K 0.12% +4 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: not reported; 2025Q3: 435 shares; 2025Q4: 436 shares; 2026Q1: 436 shares; 2026Q2: 436 shares 436 $464K 0.12% 0 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: 2,416 shares; 2025Q3: 2,687 shares; 2025Q4: 2,450 shares; 2026Q1: 2,470 shares; 2026Q2: 2,490 shares 2,490 $450K 0.12% +20 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: 595 shares; 2024Q4: 602 shares; 2025Q1: 603 shares; 2025Q2: 639 shares; 2025Q3: 640 shares; 2025Q4: 642 shares; 2026Q1: 608 shares; 2026Q2: 593 shares 593 $443K 0.12% -15 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 10,514 shares; 2025Q4: 5,257 shares; 2026Q1: 10,800 shares; 2026Q2: 10,948 shares 10,948 $433K 0.12% +148 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455 shares; 2024Q4: 1,468 shares; 2025Q1: 1,479 shares; 2025Q2: 1,619 shares; 2025Q3: 1,719 shares; 2025Q4: 1,736 shares; 2026Q1: 1,748 shares; 2026Q2: 1,741 shares 1,741 $429K 0.11% -7 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 860 shares 860 $426K 0.11% 0 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,169 shares; 2024Q4: 6,909 shares; 2025Q1: 6,909 shares; 2025Q2: 6,909 shares; 2025Q3: 6,909 shares; 2025Q4: 6,909 shares; 2026Q1: 6,909 shares; 2026Q2: 6,909 shares 6,909 $411K 0.11% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,450 shares; 2024Q4: 3,233 shares; 2025Q1: 3,235 shares; 2025Q2: 3,237 shares; 2025Q3: 3,239 shares; 2025Q4: 3,241 shares; 2026Q1: 3,243 shares; 2026Q2: 3,245 shares 3,245 $411K 0.11% +2 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953 shares; 2024Q4: 953 shares; 2025Q1: 953 shares; 2025Q2: 2,116 shares; 2025Q3: 2,200 shares; 2025Q4: 2,168 shares; 2026Q1: 1,284 shares; 2026Q2: 1,285 shares 1,285 $404K 0.11% +1 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,665 shares; 2024Q4: 6,163 shares; 2025Q1: 6,163 shares; 2025Q2: 6,163 shares; 2025Q3: 4,056 shares; 2025Q4: 3,887 shares; 2026Q1: 1,345 shares; 2026Q2: 1,346 shares 1,346 $397K 0.11% +1 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,160 shares; 2024Q4: 18,959 shares; 2025Q1: 18,903 shares; 2025Q2: 17,749 shares; 2025Q3: 17,749 shares; 2025Q4: 17,749 shares; 2026Q1: 16,101 shares; 2026Q2: 16,101 shares 16,101 $391K 0.1% 0 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: 1,710 shares; 2024Q4: 1,525 shares; 2025Q1: 1,536 shares; 2025Q2: 1,539 shares; 2025Q3: 1,486 shares; 2025Q4: 1,552 shares; 2026Q1: 1,554 shares; 2026Q2: 1,536 shares 1,536 $387K 0.1% -18 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: 1,514 shares; 2024Q4: 1,522 shares; 2025Q1: 1,532 shares; 2025Q2: 1,541 shares; 2025Q3: 1,550 shares; 2025Q4: 1,262 shares; 2026Q1: 1,271 shares; 2026Q2: 1,277 shares 1,277 $381K 0.1% +6 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: 3,370 shares; 2024Q4: 3,218 shares; 2025Q1: 3,215 shares; 2025Q2: 3,216 shares; 2025Q3: 3,119 shares; 2025Q4: 3,120 shares; 2026Q1: 3,121 shares; 2026Q2: 2,573 shares 2,573 $377K 0.1% -548 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,179 shares; 2024Q4: 2,182 shares; 2025Q1: 2,185 shares; 2025Q2: 2,185 shares; 2025Q3: 2,407 shares; 2025Q4: 2,467 shares; 2026Q1: 2,467 shares; 2026Q2: 2,467 shares 2,467 $374K 0.1% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,401 shares; 2025Q4: 1,411 shares; 2026Q1: 1,418 shares; 2026Q2: 1,425 shares 1,425 $371K 0.1% +7 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: not reported; 2024Q4: 992 shares; 2025Q1: not reported; 2025Q2: 913 shares; 2025Q3: 963 shares; 2025Q4: 963 shares; 2026Q1: 963 shares; 2026Q2: 964 shares 964 $364K 0.1% +1 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,403 shares; 2025Q3: 1,406 shares; 2025Q4: 1,410 shares; 2026Q1: 1,414 shares; 2026Q2: 1,417 shares 1,417 $339K 0.09% +3 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: 6,545 shares; 2024Q4: 6,545 shares; 2025Q1: 6,545 shares; 2025Q2: 6,545 shares; 2025Q3: 6,545 shares; 2025Q4: 6,545 shares; 2026Q1: 6,545 shares; 2026Q2: 6,545 shares 6,545 $338K 0.09% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,231 shares; 2024Q4: 1,081 shares; 2025Q1: 988 shares; 2025Q2: 1,148 shares; 2025Q3: 1,179 shares; 2025Q4: 1,207 shares; 2026Q1: 1,208 shares; 2026Q2: 1,175 shares 1,175 $318K 0.09% -33 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: 1,240 shares 1,240 $317K 0.08% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,456 shares; 2024Q4: 3,286 shares; 2025Q1: 3,300 shares; 2025Q2: 3,301 shares; 2025Q3: 3,515 shares; 2025Q4: 3,484 shares; 2026Q1: 3,484 shares; 2026Q2: 3,486 shares 3,486 $316K 0.08% +2 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: 1,896 shares; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 2,205 shares; 2025Q4: 2,270 shares; 2026Q1: 2,145 shares; 2026Q2: 2,145 shares 2,145 $314K 0.08% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,267 shares; 2024Q4: 2,510 shares; 2025Q1: 2,519 shares; 2025Q2: not reported; 2025Q3: 2,464 shares; 2025Q4: 2,433 shares; 2026Q1: 2,435 shares; 2026Q2: 2,437 shares 2,437 $313K 0.08% +2 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,843 shares; 2024Q4: 3,746 shares; 2025Q1: 3,702 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,710 shares; 2026Q1: 3,682 shares; 2026Q2: 3,685 shares 3,685 $303K 0.08% +3 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares; 2025Q4: 3,460 shares; 2026Q1: 3,460 shares; 2026Q2: 3,460 shares 3,460 $293K 0.08% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 387 shares; 2026Q1: 387 shares; 2026Q2: 387 shares 387 $290K 0.08% 0 Timeline TJUL 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: 12,066 shares; 2024Q4: 10,846 shares; 2025Q1: 10,382 shares; 2025Q2: not reported; 2025Q3: 9,647 shares; 2025Q4: 9,647 shares; 2026Q1: 9,414 shares; 2026Q2: 9,414 shares 9,414 $285K 0.08% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,586 shares; 2024Q4: 6,420 shares; 2025Q1: 6,344 shares; 2025Q2: 6,364 shares; 2025Q3: 6,364 shares; 2025Q4: 6,364 shares; 2026Q1: 6,300 shares; 2026Q2: 6,306 shares 6,306 $284K 0.08% +6 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,411 shares; 2024Q4: 1,315 shares; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: not reported; 2026Q2: 1,530 shares 1,530 $283K 0.08% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,263 shares; 2025Q4: 1,265 shares; 2026Q1: 1,266 shares; 2026Q2: 1,268 shares 1,268 $280K 0.07% +2 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: 21,387 shares; 2024Q4: 16,124 shares; 2025Q1: 7,578 shares; 2025Q2: 7,095 shares; 2025Q3: 5,047 shares; 2025Q4: 5,271 shares; 2026Q1: 5,350 shares; 2026Q2: 5,358 shares 5,358 $269K 0.07% +8 Timeline PSEP 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: 5,834 shares; 2026Q1: 5,834 shares; 2026Q2: 5,834 shares 5,834 $269K 0.07% 0 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: not reported; 2025Q3: 781 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 781 shares 781 $268K 0.07% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,242 shares; 2024Q4: 1,245 shares; 2025Q1: 1,030 shares; 2025Q2: 1,031 shares; 2025Q3: 1,005 shares; 2025Q4: 1,006 shares; 2026Q1: 893 shares; 2026Q2: 894 shares 894 $262K 0.07% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,326 shares 1,326 $253K 0.07% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,349 shares; 2025Q4: 4,349 shares; 2026Q1: 4,349 shares; 2026Q2: 4,389 shares 4,389 $250K 0.07% +40 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: 1,968 shares; 2024Q4: 1,968 shares; 2025Q1: 1,961 shares; 2025Q2: 1,823 shares; 2025Q3: 1,797 shares; 2025Q4: 1,797 shares; 2026Q1: 1,800 shares; 2026Q2: 1,801 shares 1,801 $244K 0.07% +1 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: 699 shares; 2025Q1: not reported; 2025Q2: 699 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $244K 0.07% 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: 462 shares; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: not reported; 2026Q1: 457 shares; 2026Q2: 457 shares 457 $237K 0.06% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 322 shares 322 $232K 0.06% new 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: 917 shares; 2024Q4: 905 shares; 2025Q1: 922 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares 750 $227K 0.06% new 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: 2,736 shares; 2024Q4: 2,750 shares; 2025Q1: 2,763 shares; 2025Q2: 2,421 shares; 2025Q3: 2,433 shares; 2025Q4: not reported; 2026Q1: 4,244 shares; 2026Q2: 4,258 shares 4,258 $226K 0.06% +14 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,429 shares; 2025Q3: 2,763 shares; 2025Q4: 2,763 shares; 2026Q1: 2,364 shares; 2026Q2: 2,364 shares 2,364 $218K 0.06% 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: 4,601 shares; 2024Q4: 14,215 shares; 2025Q1: 14,215 shares; 2025Q2: 12,994 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,806 shares; 2026Q2: 6,806 shares 6,806 $216K 0.06% 0 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: 3,398 shares; 2024Q4: 3,400 shares; 2025Q1: 3,402 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,571 shares 2,571 $212K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,911 shares; 2026Q1: 2,911 shares; 2026Q2: 2,172 shares 2,172 $210K 0.06% -739 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 551 shares 551 $206K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,462 shares; 2026Q2: 3,495 shares 3,495 $203K 0.05% +33 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,942 shares; 2026Q2: 1,979 shares 1,979 $202K 0.05% +37 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: 1,039 shares; 2025Q3: 1,054 shares; 2025Q4: 847 shares; 2026Q1: not reported; 2026Q2: 318 shares 318 $201K 0.05% new Timeline BZAI BLAIZE HLDGS INC More: the full row for BLAIZE 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: 18,181 shares; 2025Q4: 18,181 shares; 2026Q1: 18,181 shares; 2026Q2: 18,181 shares 18,181 $25.1K 0.01% 0 Timeline