EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 319,235 shares; 2025Q2: 319,235 shares; 2025Q3: 319,235 shares; 2025Q4: 319,235 shares; 2026Q1: 319,235 shares; 2026Q2: 299,549 shares 299,549 $30.6M 11.05% -19,686 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 473,715 shares; 2025Q1: 459,109 shares; 2025Q2: 448,792 shares; 2025Q3: 440,591 shares; 2025Q4: 414,194 shares; 2026Q1: 416,806 shares; 2026Q2: 418,911 shares 418,911 $29.8M 10.76% +2,105 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: not loaded; 2024Q4: 216,414 shares; 2025Q1: 216,522 shares; 2025Q2: 260,500 shares; 2025Q3: 289,930 shares; 2025Q4: 279,700 shares; 2026Q1: 287,848 shares; 2026Q2: 318,254 shares 318,254 $26.2M 9.45% +30,406 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: not loaded; 2024Q4: 48,485 shares; 2025Q1: 48,485 shares; 2025Q2: 48,485 shares; 2025Q3: 48,485 shares; 2025Q4: 45,210 shares; 2026Q1: 80,119 shares; 2026Q2: 93,644 shares 93,644 $23.1M 8.31% +13,525 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: not loaded; 2024Q4: 39,435 shares; 2025Q1: 37,803 shares; 2025Q2: 81,527 shares; 2025Q3: 198,754 shares; 2025Q4: 192,540 shares; 2026Q1: 241,477 shares; 2026Q2: 251,639 shares 251,639 $21.5M 7.75% +10,162 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 117,758 shares; 2025Q2: 201,393 shares; 2025Q3: 180,439 shares; 2025Q4: 173,448 shares; 2026Q1: 92,675 shares; 2026Q2: 135,621 shares 135,621 $17.9M 6.47% +42,946 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 264,087 shares; 2025Q1: 264,098 shares; 2025Q2: 264,129 shares; 2025Q3: 267,665 shares; 2025Q4: 257,887 shares; 2026Q1: 252,184 shares; 2026Q2: 233,290 shares 233,290 $13.9M 5.02% -18,894 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81,288 shares 81,288 $10.4M 3.75% new 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 loaded; 2024Q4: 172,463 shares; 2025Q1: 197,045 shares; 2025Q2: 87,251 shares; 2025Q3: 159,870 shares; 2025Q4: 101,914 shares; 2026Q1: 162,116 shares; 2026Q2: 94,283 shares 94,283 $9.63M 3.47% -67,833 Timeline VONV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84,515 shares 84,515 $8.98M 3.24% new 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: not loaded; 2024Q4: 14,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,909 shares 11,909 $8.89M 3.21% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,598 shares 74,598 $7.2M 2.59% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,544 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 77,622 shares 77,622 $6.69M 2.41% new 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: not loaded; 2024Q4: 319,330 shares; 2025Q1: 319,330 shares; 2025Q2: 235,330 shares; 2025Q3: 235,330 shares; 2025Q4: 235,330 shares; 2026Q1: 235,330 shares; 2026Q2: 235,330 shares 235,330 $6.5M 2.34% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,917 shares; 2025Q1: 44,497 shares; 2025Q2: 44,497 shares; 2025Q3: 38,939 shares; 2025Q4: 22,532 shares; 2026Q1: 22,133 shares; 2026Q2: 18,564 shares 18,564 $6.38M 2.3% -3,569 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,407 shares 54,407 $6.38M 2.3% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,458 shares 13,458 $5.3M 1.91% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,982 shares; 2025Q1: 17,982 shares; 2025Q2: 67,129 shares; 2025Q3: 49,621 shares; 2025Q4: 54,596 shares; 2026Q1: 69,636 shares; 2026Q2: 85,992 shares 85,992 $5.07M 1.83% +16,356 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: not loaded; 2024Q4: 5,294 shares; 2025Q1: 5,362 shares; 2025Q2: 5,478 shares; 2025Q3: 5,304 shares; 2025Q4: 3,818 shares; 2026Q1: 3,751 shares; 2026Q2: 6,868 shares 6,868 $4.72M 1.7% +3,117 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,265 shares 10,265 $3.8M 1.37% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 973,809 shares; 2025Q1: 973,809 shares; 2025Q2: 957,705 shares; 2025Q3: 4,236 shares; 2025Q4: 4,241 shares; 2026Q1: 83,666 shares; 2026Q2: 19,773 shares 19,773 $3.1M 1.12% -63,893 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: not loaded; 2024Q4: 389,421 shares; 2025Q1: 389,421 shares; 2025Q2: 389,421 shares; 2025Q3: 49,504 shares; 2025Q4: 37,483 shares; 2026Q1: 32,984 shares; 2026Q2: 37,437 shares 37,437 $2.75M 0.99% +4,453 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: not loaded; 2024Q4: 20,213 shares; 2025Q1: 20,227 shares; 2025Q2: 20,240 shares; 2025Q3: 20,253 shares; 2025Q4: 20,265 shares; 2026Q1: 22,004 shares; 2026Q2: 24,676 shares 24,676 $2.38M 0.86% +2,672 Timeline GII 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: not loaded; 2024Q4: 30,479 shares; 2025Q1: 30,479 shares; 2025Q2: 30,509 shares; 2025Q3: 30,509 shares; 2025Q4: 30,546 shares; 2026Q1: 30,546 shares; 2026Q2: 30,032 shares 30,032 $2.27M 0.82% -514 Timeline AVSD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,037 shares 25,037 $2M 0.72% new Timeline LPRE EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,784 shares; 2026Q2: 54,784 shares 54,784 $1.65M 0.59% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 158,000 shares; 2025Q1: 158,000 shares; 2025Q2: 158,544 shares; 2025Q3: 158,544 shares; 2025Q4: 144,912 shares; 2026Q1: 107,988 shares; 2026Q2: 77,999 shares 77,999 $1.6M 0.58% -29,989 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,652 shares 6,652 $1.42M 0.51% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,640 shares 1,640 $1.21M 0.44% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,001 shares 3,001 $902K 0.33% new 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: not loaded; 2024Q4: 20,257 shares; 2025Q1: 20,257 shares; 2025Q2: 20,257 shares; 2025Q3: 20,257 shares; 2025Q4: 20,257 shares; 2026Q1: 15,420 shares; 2026Q2: 15,420 shares 15,420 $866K 0.31% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,607 shares 1,607 $685K 0.25% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,100 shares 3,100 $680K 0.25% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,841 shares 14,841 $604K 0.22% new 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: not loaded; 2024Q4: 7,488 shares; 2025Q1: 7,509 shares; 2025Q2: 7,532 shares; 2025Q3: 8,056 shares; 2025Q4: 6,950 shares; 2026Q1: 6,965 shares; 2026Q2: 6,981 shares 6,981 $538K 0.19% +16 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,700 shares 4,700 $519K 0.19% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $354K 0.13% new Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,814 shares; 2025Q3: 6,814 shares; 2025Q4: 6,814 shares; 2026Q1: 6,814 shares; 2026Q2: 6,814 shares 6,814 $307K 0.11% 0 Timeline VCLT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,800 shares 3,800 $286K 0.1% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $227K 0.08% new Timeline