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; 2024Q4: 45,034 shares; 2025Q1: 45,497 shares; 2025Q2: 46,784 shares; 2025Q3: 46,652 shares; 2025Q4: 46,671 shares; 2026Q1: 48,271 shares; 2026Q2: 295,226 shares; 2026Q3: 303,709 shares 303,709 $27.4M 6.07% +8,483 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 237,922 shares; 2025Q1: 243,645 shares; 2025Q2: 246,722 shares; 2025Q3: 247,489 shares; 2025Q4: 241,365 shares; 2026Q1: 249,670 shares; 2026Q2: 255,360 shares; 2026Q3: 260,791 shares 260,791 $27.1M 6.01% +5,431 Timeline AVDV 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; 2024Q4: 165,137 shares; 2025Q1: 177,569 shares; 2025Q2: 182,237 shares; 2025Q3: 178,679 shares; 2025Q4: 178,871 shares; 2026Q1: 181,542 shares; 2026Q2: 185,156 shares; 2026Q3: 192,661 shares 192,661 $21.1M 4.68% +7,505 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225,973 shares; 2025Q1: 234,716 shares; 2025Q2: 239,318 shares; 2025Q3: 255,348 shares; 2025Q4: 275,185 shares; 2026Q1: 292,992 shares; 2026Q2: 317,095 shares; 2026Q3: 341,590 shares 341,590 $17.5M 3.88% +24,495 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; 2024Q4: 604,898 shares; 2025Q1: 594,643 shares; 2025Q2: 562,068 shares; 2025Q3: 542,419 shares; 2025Q4: 512,453 shares; 2026Q1: 488,760 shares; 2026Q2: 472,299 shares; 2026Q3: 454,810 shares 454,810 $16.8M 3.74% -17,489 Timeline AVLC 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; 2024Q4: 71,298 shares; 2025Q1: 92,353 shares; 2025Q2: 111,024 shares; 2025Q3: 123,606 shares; 2025Q4: 130,763 shares; 2026Q1: 143,690 shares; 2026Q2: 151,352 shares; 2026Q3: 162,333 shares 162,333 $14.7M 3.25% +10,981 Timeline AVEM 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; 2024Q4: 122,308 shares; 2025Q1: 131,532 shares; 2025Q2: 137,850 shares; 2025Q3: 138,088 shares; 2025Q4: 137,998 shares; 2026Q1: 140,643 shares; 2026Q2: 139,840 shares; 2026Q3: 145,726 shares 145,726 $13.7M 3.04% +5,886 Timeline AVMV 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; 2024Q4: 69,213 shares; 2025Q1: 90,701 shares; 2025Q2: 109,373 shares; 2025Q3: 122,530 shares; 2025Q4: 132,687 shares; 2026Q1: 145,718 shares; 2026Q2: 157,113 shares; 2026Q3: 172,244 shares 172,244 $13.1M 2.92% +15,131 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,027 shares; 2025Q1: 59,934 shares; 2025Q2: 58,585 shares; 2025Q3: 55,293 shares; 2025Q4: 54,206 shares; 2026Q1: 53,278 shares; 2026Q2: 52,845 shares; 2026Q3: 51,963 shares 51,963 $11.9M 2.63% -882 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; 2024Q4: 47,882 shares; 2025Q1: 55,698 shares; 2025Q2: 66,026 shares; 2025Q3: 71,045 shares; 2025Q4: 74,696 shares; 2026Q1: 79,650 shares; 2026Q2: 83,175 shares; 2026Q3: 88,253 shares 88,253 $10.4M 2.31% +5,078 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; 2024Q4: 31,324 shares; 2025Q1: 31,551 shares; 2025Q2: 32,345 shares; 2025Q3: 32,296 shares; 2025Q4: 32,398 shares; 2026Q1: 33,365 shares; 2026Q2: 34,198 shares; 2026Q3: 35,186 shares 35,186 $10.3M 2.28% +988 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; 2024Q4: 50,744 shares; 2025Q1: 47,626 shares; 2025Q2: 45,793 shares; 2025Q3: 42,922 shares; 2025Q4: 42,330 shares; 2026Q1: 41,966 shares; 2026Q2: 41,134 shares; 2026Q3: 39,813 shares 39,813 $9.2M 2.04% -1,321 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; 2024Q4: 44,918 shares; 2025Q1: 56,888 shares; 2025Q2: 66,926 shares; 2025Q3: 75,652 shares; 2025Q4: 81,591 shares; 2026Q1: 87,617 shares; 2026Q2: 91,798 shares; 2026Q3: 98,051 shares 98,051 $8.87M 1.97% +6,253 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; 2024Q4: 57,084 shares; 2025Q1: 53,121 shares; 2025Q2: 51,701 shares; 2025Q3: 48,669 shares; 2025Q4: 48,384 shares; 2026Q1: 46,740 shares; 2026Q2: 46,036 shares; 2026Q3: 45,199 shares 45,199 $8.84M 1.96% -837 Timeline AVUS 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; 2024Q4: 40,765 shares; 2025Q1: 41,727 shares; 2025Q2: 45,461 shares; 2025Q3: 48,349 shares; 2025Q4: 51,580 shares; 2026Q1: 55,838 shares; 2026Q2: 57,080 shares; 2026Q3: 57,950 shares 57,950 $7.42M 1.65% +870 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; 2024Q4: 18,194 shares; 2025Q1: 18,262 shares; 2025Q2: 18,841 shares; 2025Q3: 18,441 shares; 2025Q4: 18,515 shares; 2026Q1: 18,932 shares; 2026Q2: 18,831 shares; 2026Q3: 18,855 shares 18,855 $6.37M 1.41% +24 Timeline AVIV 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; 2024Q4: 34,723 shares; 2025Q1: 46,088 shares; 2025Q2: 51,656 shares; 2025Q3: 53,442 shares; 2025Q4: 56,084 shares; 2026Q1: 60,276 shares; 2026Q2: 64,160 shares; 2026Q3: 70,115 shares 70,115 $5.58M 1.24% +5,955 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 160,060 shares; 2025Q1: 151,540 shares; 2025Q2: 146,455 shares; 2025Q3: 136,523 shares; 2025Q4: 132,594 shares; 2026Q1: 126,156 shares; 2026Q2: 122,191 shares; 2026Q3: 118,289 shares 118,289 $5.07M 1.13% -3,902 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,107 shares; 2025Q1: 41,107 shares; 2025Q2: 43,562 shares; 2025Q3: 43,562 shares; 2025Q4: 31,199 shares; 2026Q1: 36,429 shares; 2026Q2: 38,501 shares; 2026Q3: 38,501 shares 38,501 $4.95M 1.1% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,475 shares; 2025Q1: 66,358 shares; 2025Q2: 67,538 shares; 2025Q3: 70,433 shares; 2025Q4: 75,117 shares; 2026Q1: 77,161 shares; 2026Q2: 77,786 shares; 2026Q3: 78,362 shares 78,362 $4.83M 1.07% +576 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; 2024Q4: 4,730 shares; 2025Q1: 4,671 shares; 2025Q2: 4,532 shares; 2025Q3: 4,223 shares; 2025Q4: 6,004 shares; 2026Q1: 6,097 shares; 2026Q2: 5,927 shares; 2026Q3: 5,557 shares 5,557 $4.24M 0.94% -370 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,349 shares; 2025Q1: 10,349 shares; 2025Q2: 10,349 shares; 2025Q3: 10,349 shares; 2025Q4: 10,334 shares; 2026Q1: 10,670 shares; 2026Q2: 11,657 shares; 2026Q3: 11,740 shares 11,740 $3.91M 0.87% +83 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; 2024Q4: 22,496 shares; 2025Q1: 22,228 shares; 2025Q2: 22,057 shares; 2025Q3: 21,415 shares; 2025Q4: 18,594 shares; 2026Q1: 18,152 shares; 2026Q2: 17,856 shares; 2026Q3: 17,402 shares 17,402 $3.76M 0.83% -454 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,869 shares; 2025Q1: 19,606 shares; 2025Q2: 19,815 shares; 2025Q3: 18,158 shares; 2025Q4: 18,735 shares; 2026Q1: 18,421 shares; 2026Q2: 17,945 shares; 2026Q3: 17,655 shares 17,655 $3.7M 0.82% -290 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,721 shares; 2025Q1: 23,356 shares; 2025Q2: 23,319 shares; 2025Q3: 22,925 shares; 2025Q4: 23,837 shares; 2026Q1: 23,655 shares; 2026Q2: 23,372 shares; 2026Q3: 22,889 shares 22,889 $3.15M 0.7% -483 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; 2024Q4: 91,903 shares; 2025Q1: 93,487 shares; 2025Q2: 92,836 shares; 2025Q3: 92,198 shares; 2025Q4: 74,557 shares; 2026Q1: 74,391 shares; 2026Q2: 72,692 shares; 2026Q3: 70,625 shares 70,625 $3.14M 0.7% -2,067 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,010 shares; 2025Q1: 25,989 shares; 2025Q2: 25,654 shares; 2025Q3: 25,145 shares; 2025Q4: 20,263 shares; 2026Q1: 20,142 shares; 2026Q2: 19,803 shares; 2026Q3: 19,452 shares 19,452 $2.77M 0.61% -351 Timeline AVDE 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; 2024Q4: 21,551 shares; 2025Q1: 23,041 shares; 2025Q2: 24,337 shares; 2025Q3: 25,336 shares; 2025Q4: 26,692 shares; 2026Q1: 27,935 shares; 2026Q2: 28,436 shares; 2026Q3: 29,547 shares 29,547 $2.66M 0.59% +1,111 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,160 shares; 2025Q1: 34,727 shares; 2025Q2: 33,402 shares; 2025Q3: 32,223 shares; 2025Q4: 31,408 shares; 2026Q1: 30,503 shares; 2026Q2: 30,107 shares; 2026Q3: 29,606 shares 29,606 $2.5M 0.55% -501 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; 2024Q4: 41,660 shares; 2025Q1: 42,111 shares; 2025Q2: 42,919 shares; 2025Q3: 44,210 shares; 2025Q4: 47,118 shares; 2026Q1: 48,024 shares; 2026Q2: 49,434 shares; 2026Q3: 50,935 shares 50,935 $2.17M 0.48% +1,501 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,132 shares; 2025Q1: 30,450 shares; 2025Q2: 30,083 shares; 2025Q3: 29,363 shares; 2025Q4: 32,760 shares; 2026Q1: 32,594 shares; 2026Q2: 31,693 shares; 2026Q3: 31,170 shares 31,170 $2.08M 0.46% -523 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; 2024Q4: 4,503 shares; 2025Q1: 3,996 shares; 2025Q2: 3,996 shares; 2025Q3: 3,996 shares; 2025Q4: 4,056 shares; 2026Q1: 4,056 shares; 2026Q2: 4,067 shares; 2026Q3: 4,136 shares 4,136 $2.06M 0.46% +69 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,415 shares; 2025Q1: 13,067 shares; 2025Q2: 13,048 shares; 2025Q3: 12,989 shares; 2025Q4: 13,037 shares; 2026Q1: 12,952 shares; 2026Q2: 11,102 shares; 2026Q3: 11,030 shares 11,030 $1.83M 0.41% -72 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,148 shares; 2025Q1: 8,960 shares; 2025Q2: 8,914 shares; 2025Q3: 8,914 shares; 2025Q4: 8,597 shares; 2026Q1: 7,662 shares; 2026Q2: 7,233 shares; 2026Q3: 7,019 shares 7,019 $1.74M 0.39% -214 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; 2024Q4: 25,238 shares; 2025Q1: 25,503 shares; 2025Q2: 24,238 shares; 2025Q3: 23,741 shares; 2025Q4: 23,740 shares; 2026Q1: 24,327 shares; 2026Q2: 23,783 shares; 2026Q3: 23,678 shares 23,678 $1.67M 0.37% -105 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,266 shares; 2025Q1: 20,266 shares; 2025Q2: 24,266 shares; 2025Q3: 24,266 shares; 2025Q4: 24,266 shares; 2026Q1: 24,266 shares; 2026Q2: 28,772 shares; 2026Q3: 28,749 shares 28,749 $1.56M 0.35% -23 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; 2024Q4: 52,897 shares; 2025Q1: 52,366 shares; 2025Q2: 49,543 shares; 2025Q3: 48,496 shares; 2025Q4: 41,856 shares; 2026Q1: 40,390 shares; 2026Q2: 36,089 shares; 2026Q3: 35,678 shares 35,678 $1.54M 0.34% -411 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,608 shares; 2025Q1: 1,470 shares; 2025Q2: 958 shares; 2025Q3: 949 shares; 2025Q4: 908 shares; 2026Q1: 1,363 shares; 2026Q2: 1,648 shares; 2026Q3: 1,780 shares 1,780 $1.36M 0.3% +132 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; 2024Q4: 24,914 shares; 2025Q1: 24,721 shares; 2025Q2: 24,628 shares; 2025Q3: 25,736 shares; 2025Q4: 25,802 shares; 2026Q1: 25,731 shares; 2026Q2: 25,617 shares; 2026Q3: 25,546 shares 25,546 $1.13M 0.25% -71 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; 2024Q4: 10,878 shares; 2025Q1: 10,544 shares; 2025Q2: 10,529 shares; 2025Q3: 9,793 shares; 2025Q4: 9,720 shares; 2026Q1: 9,697 shares; 2026Q2: 9,598 shares; 2026Q3: 9,028 shares 9,028 $1.11M 0.25% -570 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,301 shares; 2025Q1: 2,301 shares; 2025Q2: 2,301 shares; 2025Q3: 2,270 shares; 2025Q4: 2,187 shares; 2026Q1: 2,187 shares; 2026Q2: 8,747 shares; 2026Q3: 8,747 shares 8,747 $1.1M 0.24% 0 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; 2024Q4: 23,172 shares; 2025Q1: 23,370 shares; 2025Q2: 22,643 shares; 2025Q3: 22,410 shares; 2025Q4: 22,396 shares; 2026Q1: 22,207 shares; 2026Q2: 19,384 shares; 2026Q3: 19,131 shares 19,131 $1.07M 0.24% -253 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,291 shares; 2025Q1: 3,247 shares; 2025Q2: 3,239 shares; 2025Q3: 3,161 shares; 2025Q4: 3,146 shares; 2026Q1: 3,116 shares; 2026Q2: 3,006 shares; 2026Q3: 2,966 shares 2,966 $1.06M 0.23% -40 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; 2024Q4: 3,681 shares; 2025Q1: 3,557 shares; 2025Q2: 3,328 shares; 2025Q3: 3,045 shares; 2025Q4: 3,035 shares; 2026Q1: 3,215 shares; 2026Q2: 3,126 shares; 2026Q3: 2,797 shares 2,797 $1.05M 0.23% -329 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; 2024Q4: 16,616 shares; 2025Q1: 16,616 shares; 2025Q2: 16,072 shares; 2025Q3: 16,001 shares; 2025Q4: 15,102 shares; 2026Q1: 16,497 shares; 2026Q2: 16,441 shares; 2026Q3: 16,417 shares 16,417 $974K 0.22% -24 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,225 shares; 2025Q1: 6,160 shares; 2025Q2: 6,160 shares; 2025Q3: 6,113 shares; 2025Q4: 6,113 shares; 2026Q1: 6,102 shares; 2026Q2: 6,086 shares; 2026Q3: 5,976 shares 5,976 $961K 0.21% -110 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,643 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,521 shares; 2025Q4: 1,497 shares; 2026Q1: 1,460 shares; 2026Q2: 1,404 shares; 2026Q3: 1,406 shares 1,406 $923K 0.2% +2 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,823 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares; 2026Q2: 2,280 shares; 2026Q3: 2,098 shares 2,098 $906K 0.2% -182 Timeline COMT 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; 2024Q4: 21,885 shares; 2025Q1: 21,962 shares; 2025Q2: 22,085 shares; 2025Q3: 22,662 shares; 2025Q4: 24,513 shares; 2026Q1: 24,966 shares; 2026Q2: 23,925 shares; 2026Q3: 21,999 shares 21,999 $811K 0.18% -1,926 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,003 shares; 2026Q2: 991 shares; 2026Q3: 991 shares 991 $733K 0.16% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,029 shares; 2025Q1: 6,995 shares; 2025Q2: 7,019 shares; 2025Q3: 6,916 shares; 2025Q4: 6,944 shares; 2026Q1: 6,910 shares; 2026Q2: 6,686 shares; 2026Q3: 6,342 shares 6,342 $695K 0.15% -344 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,911 shares; 2025Q1: 79,911 shares; 2025Q2: 99,352 shares; 2025Q3: 99,352 shares; 2025Q4: 99,352 shares; 2026Q1: 99,352 shares; 2026Q2: 129,776 shares; 2026Q3: 129,770 shares 129,770 $685K 0.15% -6 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 9,300 shares; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares; 2026Q1: 9,300 shares; 2026Q2: 9,330 shares; 2026Q3: 9,300 shares 9,300 $676K 0.15% -30 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; 2024Q4: 9,047 shares; 2025Q1: 8,580 shares; 2025Q2: 8,209 shares; 2025Q3: 7,794 shares; 2025Q4: 7,797 shares; 2026Q1: 7,746 shares; 2026Q2: 7,533 shares; 2026Q3: 7,335 shares 7,335 $623K 0.14% -198 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 442 shares; 2026Q1: 508 shares; 2026Q2: 508 shares; 2026Q3: 535 shares 535 $619K 0.14% +27 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,908 shares; 2025Q1: 8,908 shares; 2025Q2: 8,908 shares; 2025Q3: 8,819 shares; 2025Q4: 8,819 shares; 2026Q1: 7,554 shares; 2026Q2: 7,486 shares; 2026Q3: 7,486 shares 7,486 $539K 0.12% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,643 shares; 2025Q1: 3,641 shares; 2025Q2: 3,512 shares; 2025Q3: 3,469 shares; 2025Q4: 3,466 shares; 2026Q1: 3,368 shares; 2026Q2: 3,308 shares; 2026Q3: 3,308 shares 3,308 $514K 0.11% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,924 shares; 2025Q1: 14,638 shares; 2025Q2: 14,420 shares; 2025Q3: 14,039 shares; 2025Q4: 13,940 shares; 2026Q1: 12,996 shares; 2026Q2: 12,784 shares; 2026Q3: 12,166 shares 12,166 $478K 0.11% -618 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 812 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 794 shares; 2026Q1: 794 shares; 2026Q2: 794 shares; 2026Q3: 929 shares 929 $472K 0.1% +135 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; 2024Q4: 2,570 shares; 2025Q1: 2,610 shares; 2025Q2: 2,669 shares; 2025Q3: 2,686 shares; 2025Q4: 2,684 shares; 2026Q1: 2,672 shares; 2026Q2: 2,710 shares; 2026Q3: 2,710 shares 2,710 $428K 0.09% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,330 shares; 2025Q1: 2,339 shares; 2025Q2: 2,361 shares; 2025Q3: 2,299 shares; 2025Q4: 2,319 shares; 2026Q1: 2,318 shares; 2026Q2: 2,238 shares; 2026Q3: 2,501 shares 2,501 $401K 0.09% +263 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; 2024Q4: 1,497 shares; 2025Q1: 1,497 shares; 2025Q2: 1,471 shares; 2025Q3: 1,254 shares; 2025Q4: 1,254 shares; 2026Q1: 1,242 shares; 2026Q2: 1,192 shares; 2026Q3: 1,102 shares 1,102 $388K 0.09% -90 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 571 shares 571 $383K 0.09% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $366K 0.08% 0 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; 2024Q4: 1,181 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares; 2026Q1: 1,163 shares; 2026Q2: 4,618 shares; 2026Q3: 4,608 shares 4,608 $361K 0.08% -10 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,315 shares; 2025Q1: 6,628 shares; 2025Q2: 8,003 shares; 2025Q3: 7,186 shares; 2025Q4: 6,820 shares; 2026Q1: 5,860 shares; 2026Q2: 4,173 shares; 2026Q3: 4,083 shares 4,083 $323K 0.07% -90 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,598 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,425 shares; 2026Q1: 1,316 shares; 2026Q2: 1,188 shares; 2026Q3: 1,160 shares 1,160 $322K 0.07% -28 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,003 shares; 2026Q2: 1,023 shares; 2026Q3: 1,275 shares 1,275 $318K 0.07% +252 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares; 2026Q2: 4,521 shares; 2026Q3: 4,500 shares 4,500 $315K 0.07% -21 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,641 shares; 2025Q1: 14,686 shares; 2025Q2: 14,432 shares; 2025Q3: 14,648 shares; 2025Q4: 14,857 shares; 2026Q1: 15,863 shares; 2026Q2: 14,344 shares; 2026Q3: 14,828 shares 14,828 $307K 0.07% +484 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; 2024Q4: 3,608 shares; 2025Q1: 3,608 shares; 2025Q2: 3,359 shares; 2025Q3: 3,304 shares; 2025Q4: 3,304 shares; 2026Q1: 3,304 shares; 2026Q2: 3,304 shares; 2026Q3: 3,304 shares 3,304 $296K 0.07% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,677 shares; 2025Q1: 2,528 shares; 2025Q2: 2,450 shares; 2025Q3: 2,367 shares; 2025Q4: 2,361 shares; 2026Q1: 2,361 shares; 2026Q2: 2,184 shares; 2026Q3: 2,141 shares 2,141 $295K 0.07% -43 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 573 shares 573 $294K 0.07% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,905 shares 9,905 $292K 0.06% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares; 2026Q2: 838 shares; 2026Q3: 837 shares 837 $288K 0.06% -1 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,858 shares; 2025Q1: 5,858 shares; 2025Q2: 5,858 shares; 2025Q3: 5,858 shares; 2025Q4: 5,858 shares; 2026Q1: 5,858 shares; 2026Q2: 5,858 shares; 2026Q3: 5,858 shares 5,858 $273K 0.06% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,110 shares; 2025Q3: 5,044 shares; 2025Q4: 4,836 shares; 2026Q1: 5,240 shares; 2026Q2: 3,904 shares; 2026Q3: 3,323 shares 3,323 $270K 0.06% -581 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,451 shares; 2025Q1: 4,462 shares; 2025Q2: 4,444 shares; 2025Q3: 5,325 shares; 2025Q4: 5,119 shares; 2026Q1: 3,948 shares; 2026Q2: 3,777 shares; 2026Q3: 3,588 shares 3,588 $249K 0.06% -189 Timeline EGUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,044 shares; 2026Q3: 4,044 shares 4,044 $239K 0.05% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,886 shares; 2026Q3: 3,886 shares 3,886 $227K 0.05% 0 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,586 shares; 2025Q4: 6,428 shares; 2026Q1: 6,052 shares; 2026Q2: 5,889 shares; 2026Q3: 5,889 shares 5,889 $224K 0.05% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,960 shares; 2025Q1: 2,011 shares; 2025Q2: 2,003 shares; 2025Q3: 1,863 shares; 2025Q4: 1,863 shares; 2026Q1: 1,388 shares; 2026Q2: 1,318 shares; 2026Q3: 1,318 shares 1,318 $204K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,710 shares; 2026Q3: 3,710 shares 3,710 $204K 0.05% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,954 shares; 2026Q3: 1,930 shares 1,930 $201K 0.04% -24 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,016 shares; 2025Q1: 2,754 shares; 2025Q2: 2,535 shares; 2025Q3: 2,322 shares; 2025Q4: 2,249 shares; 2026Q1: 2,231 shares; 2026Q2: 2,074 shares; 2026Q3: 2,064 shares 2,064 $200K 0.04% -10 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 18,253 shares 18,253 $195K 0.04% new Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,752 shares 14,752 $134K 0.03% new Timeline