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: 2,572,915 shares; 2024Q4: 2,642,184 shares; 2025Q1: 2,597,909 shares; 2025Q2: 2,699,138 shares; 2025Q3: 2,723,687 shares; 2025Q4: 2,731,780 shares; 2026Q1: 2,739,860 shares; 2026Q2: 2,710,018 shares 2,710,018 $120M 19.23% -29,842 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: 1,475,425 shares; 2024Q4: 1,569,033 shares; 2025Q1: 1,635,154 shares; 2025Q2: 1,694,354 shares; 2025Q3: 1,765,590 shares; 2025Q4: 1,857,465 shares; 2026Q1: 1,909,728 shares; 2026Q2: 1,934,044 shares 1,934,044 $79.8M 12.76% +24,316 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,157 shares; 2024Q4: 317,422 shares; 2025Q1: 351,247 shares; 2025Q2: 380,738 shares; 2025Q3: 426,858 shares; 2025Q4: 470,404 shares; 2026Q1: 530,354 shares; 2026Q2: 561,746 shares 561,746 $54.4M 8.71% +31,392 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935,753 shares; 2024Q4: 1,025,293 shares; 2025Q1: 1,079,634 shares; 2025Q2: 1,114,524 shares; 2025Q3: 1,185,291 shares; 2025Q4: 1,288,728 shares; 2026Q1: 1,325,462 shares; 2026Q2: 1,329,439 shares 1,329,439 $53.5M 8.55% +3,977 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: 584,589 shares; 2024Q4: 644,994 shares; 2025Q1: 691,752 shares; 2025Q2: 891,335 shares; 2025Q3: 903,284 shares; 2025Q4: 952,008 shares; 2026Q1: 998,462 shares; 2026Q2: 1,008,448 shares 1,008,448 $48.2M 7.7% +9,986 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: 84,052 shares; 2024Q4: 88,971 shares; 2025Q1: 88,745 shares; 2025Q2: 111,778 shares; 2025Q3: 108,281 shares; 2025Q4: 106,755 shares; 2026Q1: 114,617 shares; 2026Q2: 113,075 shares 113,075 $42.2M 6.75% -1,542 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: 1,196,984 shares; 2024Q4: 1,203,550 shares; 2025Q1: 1,219,650 shares; 2025Q2: 1,266,475 shares; 2025Q3: 1,314,870 shares; 2025Q4: 1,355,398 shares; 2026Q1: 1,427,781 shares; 2026Q2: 1,456,821 shares 1,456,821 $38.1M 6.1% +29,040 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: 369,999 shares; 2024Q4: 404,211 shares; 2025Q1: 426,342 shares; 2025Q2: 335,907 shares; 2025Q3: 414,648 shares; 2025Q4: 509,229 shares; 2026Q1: 516,432 shares; 2026Q2: 583,595 shares 583,595 $28.2M 4.51% +67,163 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: 29,288 shares; 2024Q4: 55,407 shares; 2025Q1: 53,560 shares; 2025Q2: 50,643 shares; 2025Q3: 51,143 shares; 2025Q4: 48,450 shares; 2026Q1: 49,079 shares; 2026Q2: 44,985 shares 44,985 $10.7M 1.71% -4,094 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: 53,691 shares; 2024Q4: 52,609 shares; 2025Q1: 51,194 shares; 2025Q2: 50,763 shares; 2025Q3: 48,667 shares; 2025Q4: 37,114 shares; 2026Q1: 47,530 shares; 2026Q2: 45,632 shares 45,632 $9.13M 1.46% -1,898 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: 17,988 shares; 2024Q4: 18,292 shares; 2025Q1: 14,785 shares; 2025Q2: 15,653 shares; 2025Q3: 24,906 shares; 2025Q4: 20,726 shares; 2026Q1: 22,233 shares; 2026Q2: 20,675 shares 20,675 $7.31M 1.17% -1,558 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: 7,966 shares; 2024Q4: 8,470 shares; 2025Q1: 7,904 shares; 2025Q2: 7,925 shares; 2025Q3: 7,495 shares; 2025Q4: 8,024 shares; 2026Q1: 7,649 shares; 2026Q2: 7,210 shares 7,210 $6.74M 1.08% -439 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: 89,070 shares; 2024Q4: 97,005 shares; 2025Q1: 101,655 shares; 2025Q2: 114,575 shares; 2025Q3: 118,105 shares; 2025Q4: 121,930 shares; 2026Q1: 125,123 shares; 2026Q2: 141,673 shares 141,673 $6.39M 1.02% +16,550 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: 98,983 shares; 2024Q4: 102,883 shares; 2025Q1: 95,704 shares; 2025Q2: 121,006 shares; 2025Q3: 117,587 shares; 2025Q4: 121,104 shares; 2026Q1: 128,615 shares; 2026Q2: 136,596 shares 136,596 $6.37M 1.02% +7,981 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: 168,325 shares; 2024Q4: 167,917 shares; 2025Q1: 166,867 shares; 2025Q2: 160,619 shares; 2025Q3: 158,916 shares; 2025Q4: 157,292 shares; 2026Q1: 151,993 shares; 2026Q2: 150,533 shares 150,533 $5.55M 0.89% -1,460 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: 15,503 shares; 2024Q4: 16,430 shares; 2025Q1: 16,810 shares; 2025Q2: 21,542 shares; 2025Q3: 22,853 shares; 2025Q4: 18,457 shares; 2026Q1: 17,497 shares; 2026Q2: 17,397 shares 17,397 $5.03M 0.81% -100 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: 14,147 shares; 2025Q1: 11,918 shares; 2025Q2: 11,141 shares; 2025Q3: 11,042 shares; 2025Q4: 10,330 shares; 2026Q1: 11,025 shares; 2026Q2: 9,905 shares 9,905 $4.29M 0.69% -1,120 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: 68,514 shares; 2024Q4: 69,446 shares; 2025Q1: 71,678 shares; 2025Q2: 74,973 shares; 2025Q3: 74,332 shares; 2025Q4: 75,444 shares; 2026Q1: 77,603 shares; 2026Q2: 76,809 shares 76,809 $3.86M 0.62% -794 Timeline DFSE 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: 46,312 shares; 2024Q4: 53,151 shares; 2025Q1: 56,623 shares; 2025Q2: 66,500 shares; 2025Q3: 65,814 shares; 2025Q4: 67,844 shares; 2026Q1: 71,045 shares; 2026Q2: 78,545 shares 78,545 $3.84M 0.61% +7,500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: 11,100 shares; 2025Q4: 21,830 shares; 2026Q1: 36,112 shares; 2026Q2: 43,283 shares 43,283 $3.55M 0.57% +7,171 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: 8,290 shares; 2024Q4: 9,351 shares; 2025Q1: 9,351 shares; 2025Q2: 18,368 shares; 2025Q3: 26,078 shares; 2025Q4: 45,728 shares; 2026Q1: 80,767 shares; 2026Q2: 90,944 shares 90,944 $3.53M 0.56% +10,177 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: 1,200 shares; 2024Q4: 1,210 shares; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares; 2026Q1: 5,228 shares; 2026Q2: 4,651 shares 4,651 $3.48M 0.56% -577 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: 4,914 shares; 2024Q4: 5,293 shares; 2025Q1: 5,091 shares; 2025Q2: 5,468 shares; 2025Q3: 10,156 shares; 2025Q4: 8,925 shares; 2026Q1: 8,198 shares; 2026Q2: 8,620 shares 8,620 $3.26M 0.52% +422 Timeline DFSB 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: 34,366 shares; 2024Q4: 38,913 shares; 2025Q1: 40,428 shares; 2025Q2: 48,932 shares; 2025Q3: 51,565 shares; 2025Q4: 59,084 shares; 2026Q1: 62,797 shares; 2026Q2: 62,167 shares 62,167 $3.24M 0.52% -630 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; 2024Q3: not reported; 2024Q4: 6,350 shares; 2025Q1: 7,865 shares; 2025Q2: 27,100 shares; 2025Q3: 26,775 shares; 2025Q4: 26,710 shares; 2026Q1: 26,710 shares; 2026Q2: 24,899 shares 24,899 $3.19M 0.51% -1,811 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: 17,353 shares; 2024Q4: 18,461 shares; 2025Q1: 18,461 shares; 2025Q2: 27,130 shares; 2025Q3: 35,817 shares; 2025Q4: 49,843 shares; 2026Q1: 66,829 shares; 2026Q2: 77,787 shares 77,787 $3.12M 0.5% +10,958 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: 6,313 shares; 2024Q4: 6,089 shares; 2025Q1: 6,151 shares; 2025Q2: 6,420 shares; 2025Q3: 6,987 shares; 2025Q4: 22,370 shares; 2026Q1: 22,948 shares; 2026Q2: 19,275 shares 19,275 $2.82M 0.45% -3,673 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,600 shares; 2025Q4: 26,400 shares; 2026Q1: 57,031 shares; 2026Q2: 62,811 shares 62,811 $2.62M 0.42% +5,780 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,300 shares; 2025Q3: 19,700 shares; 2025Q4: 35,610 shares; 2026Q1: 55,680 shares; 2026Q2: 73,790 shares 73,790 $2.52M 0.4% +18,110 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 62,482 shares; 2025Q4: 51,246 shares; 2026Q1: 47,547 shares; 2026Q2: 45,731 shares 45,731 $2.49M 0.4% -1,816 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: 7,909 shares; 2024Q4: 8,514 shares; 2025Q1: 9,157 shares; 2025Q2: 9,590 shares; 2025Q3: 9,996 shares; 2025Q4: 7,561 shares; 2026Q1: 6,274 shares; 2026Q2: 6,493 shares 6,493 $2.32M 0.37% +219 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; 2024Q3: not reported; 2024Q4: 22,419 shares; 2025Q1: 25,094 shares; 2025Q2: 27,227 shares; 2025Q3: 26,477 shares; 2025Q4: 26,477 shares; 2026Q1: 26,452 shares; 2026Q2: 25,502 shares 25,502 $2.27M 0.36% -950 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: 2,442 shares; 2024Q4: 2,501 shares; 2025Q1: 2,368 shares; 2025Q2: 2,650 shares; 2025Q3: 4,140 shares; 2025Q4: 3,318 shares; 2026Q1: 3,579 shares; 2026Q2: 3,533 shares 3,533 $1.99M 0.32% -46 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,628 shares; 2024Q4: 15,668 shares; 2025Q1: 16,036 shares; 2025Q2: 15,943 shares; 2025Q3: 16,023 shares; 2025Q4: 15,382 shares; 2026Q1: 15,726 shares; 2026Q2: 15,658 shares 15,658 $1.88M 0.3% -68 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: 34,007 shares; 2024Q4: 32,484 shares; 2025Q1: 31,834 shares; 2025Q2: 31,834 shares; 2025Q3: 30,564 shares; 2025Q4: 29,014 shares; 2026Q1: 27,714 shares; 2026Q2: 29,874 shares 29,874 $1.64M 0.26% +2,160 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: 2,530 shares; 2024Q4: 2,781 shares; 2025Q1: 2,481 shares; 2025Q2: 2,546 shares; 2025Q3: 2,358 shares; 2025Q4: 2,070 shares; 2026Q1: 2,401 shares; 2026Q2: 2,268 shares 2,268 $1.64M 0.26% -133 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: 4,390 shares; 2024Q4: 4,467 shares; 2025Q1: 4,467 shares; 2025Q2: 4,465 shares; 2025Q3: 4,465 shares; 2025Q4: 4,274 shares; 2026Q1: 4,258 shares; 2026Q2: 4,212 shares 4,212 $1.56M 0.25% -46 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: 4,108 shares; 2024Q4: 5,062 shares; 2025Q1: 5,043 shares; 2025Q2: 4,538 shares; 2025Q3: 4,397 shares; 2025Q4: 4,529 shares; 2026Q1: 4,734 shares; 2026Q2: 3,646 shares 3,646 $1.53M 0.25% -1,088 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: 5,278 shares; 2024Q4: 5,274 shares; 2025Q1: 5,905 shares; 2025Q2: 6,358 shares; 2025Q3: 6,489 shares; 2025Q4: 5,617 shares; 2026Q1: 5,996 shares; 2026Q2: 5,980 shares 5,980 $1.5M 0.24% -16 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; 2024Q3: not reported; 2024Q4: 7,859 shares; 2025Q1: 5,072 shares; 2025Q2: 14,596 shares; 2025Q3: 14,246 shares; 2025Q4: 14,161 shares; 2026Q1: 14,088 shares; 2026Q2: 14,143 shares 14,143 $1.36M 0.22% +55 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: 1,015 shares; 2024Q4: 2,228 shares; 2025Q1: 1,041 shares; 2025Q2: 1,738 shares; 2025Q3: 1,673 shares; 2025Q4: 1,880 shares; 2026Q1: 1,866 shares; 2026Q2: 1,869 shares 1,869 $1.28M 0.21% +3 Timeline PRCH PORCH GROUP INC More: the full row for PORCH 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: not reported; 2025Q4: 95,490 shares; 2026Q1: 85,940 shares; 2026Q2: 80,940 shares 80,940 $1.22M 0.19% -5,000 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: 14,348 shares; 2024Q4: 18,547 shares; 2025Q1: 15,823 shares; 2025Q2: 17,033 shares; 2025Q3: 17,059 shares; 2025Q4: 15,115 shares; 2026Q1: 15,072 shares; 2026Q2: 16,804 shares 16,804 $1.2M 0.19% +1,732 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: 1,335 shares; 2024Q4: 1,332 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 1,422 shares; 2025Q4: 1,422 shares; 2026Q1: 1,222 shares; 2026Q2: 9,066 shares 9,066 $1.08M 0.17% +7,844 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: 1,467 shares; 2024Q4: 1,472 shares; 2025Q1: 1,457 shares; 2025Q2: 1,424 shares; 2025Q3: 1,541 shares; 2025Q4: 1,533 shares; 2026Q1: 1,821 shares; 2026Q2: 1,421 shares 1,421 $1.06M 0.17% -400 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL 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: 5,505 shares; 2026Q2: 5,496 shares 5,496 $1.05M 0.17% -9 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: 2,503 shares; 2024Q4: 2,534 shares; 2025Q1: 2,317 shares; 2025Q2: 2,479 shares; 2025Q3: 2,540 shares; 2025Q4: 1,952 shares; 2026Q1: 1,950 shares; 2026Q2: 2,010 shares 2,010 $1.01M 0.16% +60 Timeline SPMO 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: 6,147 shares; 2024Q4: 6,147 shares; 2025Q1: 6,147 shares; 2025Q2: 6,147 shares; 2025Q3: 6,147 shares; 2025Q4: 6,147 shares; 2026Q1: 6,147 shares; 2026Q2: 6,147 shares 6,147 $993K 0.16% 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: 636 shares; 2026Q1: 2,050 shares; 2026Q2: 1,536 shares 1,536 $893K 0.14% -514 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: 1,904 shares; 2024Q4: 2,046 shares; 2025Q1: 2,441 shares; 2025Q2: 2,613 shares; 2025Q3: 2,671 shares; 2025Q4: 1,963 shares; 2026Q1: 2,455 shares; 2026Q2: 2,529 shares 2,529 $868K 0.14% +74 Timeline DFCA 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: 6,869 shares; 2024Q4: 8,144 shares; 2025Q1: 13,584 shares; 2025Q2: 8,326 shares; 2025Q3: 9,327 shares; 2025Q4: 15,842 shares; 2026Q1: 17,315 shares; 2026Q2: 17,040 shares 17,040 $855K 0.14% -275 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: 450 shares; 2026Q1: 1,075 shares; 2026Q2: 696 shares 696 $804K 0.13% -379 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: 1,147 shares; 2024Q4: 1,167 shares; 2025Q1: 1,162 shares; 2025Q2: 1,413 shares; 2025Q3: 1,361 shares; 2025Q4: 1,414 shares; 2026Q1: 1,531 shares; 2026Q2: 1,052 shares 1,052 $775K 0.12% -479 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: 12,240 shares; 2024Q4: 13,840 shares; 2025Q1: 13,840 shares; 2025Q2: 13,737 shares; 2025Q3: 13,737 shares; 2025Q4: 13,737 shares; 2026Q1: 14,037 shares; 2026Q2: 14,226 shares 14,226 $768K 0.12% +189 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: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,457 shares; 2026Q1: 1,457 shares; 2026Q2: 8,742 shares 8,742 $753K 0.12% +7,285 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,767 shares; 2025Q4: 8,767 shares; 2026Q1: 8,767 shares; 2026Q2: 8,767 shares 8,767 $749K 0.12% 0 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: 4,167 shares; 2024Q4: 4,804 shares; 2025Q1: 7,187 shares; 2025Q2: 6,824 shares; 2025Q3: 7,163 shares; 2025Q4: 7,624 shares; 2026Q1: 8,690 shares; 2026Q2: 9,023 shares 9,023 $747K 0.12% +333 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: 1,751 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: 3,108 shares; 2025Q4: 2,289 shares; 2026Q1: 2,978 shares; 2026Q2: 2,922 shares 2,922 $742K 0.12% -56 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,062 shares; 2024Q4: 6,062 shares; 2025Q1: 6,062 shares; 2025Q2: 6,062 shares; 2025Q3: 6,062 shares; 2025Q4: 6,062 shares; 2026Q1: 6,062 shares; 2026Q2: 6,062 shares 6,062 $710K 0.11% 0 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: 11,826 shares; 2024Q4: 11,826 shares; 2025Q1: 11,826 shares; 2025Q2: 11,826 shares; 2025Q3: 11,826 shares; 2025Q4: 11,226 shares; 2026Q1: 9,732 shares; 2026Q2: 9,732 shares 9,732 $680K 0.11% 0 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: 4,878 shares; 2024Q4: 4,878 shares; 2025Q1: 4,878 shares; 2025Q2: 4,878 shares; 2025Q3: 4,878 shares; 2025Q4: 4,878 shares; 2026Q1: 4,878 shares; 2026Q2: 4,878 shares 4,878 $645K 0.1% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 1,469 shares; 2026Q2: 1,470 shares 1,470 $634K 0.1% +1 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: 5,953 shares; 2024Q4: 5,863 shares; 2025Q1: 5,852 shares; 2025Q2: 5,850 shares; 2025Q3: 5,350 shares; 2025Q4: 5,732 shares; 2026Q1: 5,734 shares; 2026Q2: 5,732 shares 5,732 $617K 0.1% -2 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,777 shares; 2024Q4: 1,467 shares; 2025Q1: 1,561 shares; 2025Q2: 2,555 shares; 2025Q3: 2,675 shares; 2025Q4: 1,524 shares; 2026Q1: 1,579 shares; 2026Q2: 1,743 shares 1,743 $570K 0.09% +164 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: 974 shares; 2024Q4: 983 shares; 2025Q1: 1,033 shares; 2025Q2: 1,127 shares; 2025Q3: 1,172 shares; 2025Q4: 752 shares; 2026Q1: 1,072 shares; 2026Q2: 1,059 shares 1,059 $544K 0.09% -13 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: 975 shares; 2024Q4: 1,807 shares; 2025Q1: 1,006 shares; 2025Q2: 1,521 shares; 2025Q3: 1,439 shares; 2025Q4: 1,437 shares; 2026Q1: 1,441 shares; 2026Q2: 5,779 shares 5,779 $466K 0.07% +4,338 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: not reported; 2025Q4: not reported; 2026Q1: 481 shares; 2026Q2: 449 shares 449 $454K 0.07% -32 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,750 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 6,681 shares; 2025Q3: 6,681 shares; 2025Q4: 6,681 shares; 2026Q1: 6,681 shares; 2026Q2: 6,681 shares 6,681 $450K 0.07% 0 Timeline VWOB 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: 3,053 shares; 2024Q4: 5,008 shares; 2025Q1: 5,035 shares; 2025Q2: 6,262 shares; 2025Q3: 6,095 shares; 2025Q4: 5,999 shares; 2026Q1: 6,887 shares; 2026Q2: 6,439 shares 6,439 $433K 0.07% -448 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: 2,814 shares; 2024Q4: not reported; 2025Q1: 1,884 shares; 2025Q2: 1,947 shares; 2025Q3: 2,148 shares; 2025Q4: 1,391 shares; 2026Q1: 1,427 shares; 2026Q2: 3,090 shares 3,090 $422K 0.07% +1,663 Timeline NRIX NURIX THERAPEUTICS INC More: the full row for NURIX THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,284 shares; 2024Q4: 17,284 shares; 2025Q1: 17,284 shares; 2025Q2: 17,284 shares; 2025Q3: 17,284 shares; 2025Q4: 17,284 shares; 2026Q1: 17,284 shares; 2026Q2: 17,284 shares 17,284 $419K 0.07% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 3,319 shares; 2025Q1: 3,358 shares; 2025Q2: 3,564 shares; 2025Q3: 3,375 shares; 2025Q4: 4,324 shares; 2026Q1: 4,441 shares; 2026Q2: 4,100 shares 4,100 $419K 0.07% -341 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: 533 shares; 2024Q4: 524 shares; 2025Q1: 533 shares; 2025Q2: 563 shares; 2025Q3: 578 shares; 2025Q4: 4,692 shares; 2026Q1: 6,062 shares; 2026Q2: 5,824 shares 5,824 $416K 0.07% -238 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: 2,963 shares; 2024Q4: 2,963 shares; 2025Q1: 2,963 shares; 2025Q2: 2,964 shares; 2025Q3: 2,961 shares; 2025Q4: 2,968 shares; 2026Q1: 2,982 shares; 2026Q2: 2,632 shares 2,632 $413K 0.07% -350 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: 1,117 shares 1,117 $396K 0.06% 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: not reported; 2025Q3: not reported; 2025Q4: 1,351 shares; 2026Q1: 3,313 shares; 2026Q2: 3,334 shares 3,334 $392K 0.06% +21 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 808 shares; 2024Q4: 977 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 942 shares; 2026Q1: 1,044 shares; 2026Q2: 1,045 shares 1,045 $387K 0.06% +1 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: 3,955 shares; 2024Q4: 3,955 shares; 2025Q1: 3,955 shares; 2025Q2: 3,955 shares; 2025Q3: 3,955 shares; 2025Q4: 3,955 shares; 2026Q1: 3,955 shares; 2026Q2: 3,955 shares 3,955 $377K 0.06% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,925 shares; 2025Q1: 2,925 shares; 2025Q2: 2,925 shares; 2025Q3: 4,705 shares; 2025Q4: 4,720 shares; 2026Q1: 4,733 shares; 2026Q2: 4,753 shares 4,753 $376K 0.06% +20 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,602 shares 1,602 $352K 0.06% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,952 shares; 2025Q3: 3,982 shares; 2025Q4: 3,952 shares; 2026Q1: 4,002 shares; 2026Q2: 4,234 shares 4,234 $351K 0.06% +232 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: 4,848 shares; 2024Q4: 5,002 shares; 2025Q1: 4,857 shares; 2025Q2: 4,335 shares; 2025Q3: 4,348 shares; 2025Q4: 4,956 shares; 2026Q1: 4,959 shares; 2026Q2: 4,759 shares 4,759 $349K 0.06% -200 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: not reported; 2024Q4: 3,260 shares; 2025Q1: 3,322 shares; 2025Q2: 3,353 shares; 2025Q3: 3,614 shares; 2025Q4: 3,865 shares; 2026Q1: 4,679 shares; 2026Q2: 4,357 shares 4,357 $348K 0.06% -322 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: 6,515 shares; 2024Q4: 8,775 shares; 2025Q1: 6,586 shares; 2025Q2: 6,615 shares; 2025Q3: 6,809 shares; 2025Q4: 6,611 shares; 2026Q1: 6,604 shares; 2026Q2: 5,812 shares 5,812 $347K 0.06% -792 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: 452 shares 452 $345K 0.06% new 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: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 836 shares; 2025Q4: 836 shares; 2026Q1: 836 shares; 2026Q2: 836 shares 836 $342K 0.05% 0 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: 449 shares; 2024Q4: 391 shares; 2025Q1: 416 shares; 2025Q2: 426 shares; 2025Q3: 447 shares; 2025Q4: 234 shares; 2026Q1: 229 shares; 2026Q2: 282 shares 282 $338K 0.05% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,083 shares; 2025Q3: 2,157 shares; 2025Q4: 1,698 shares; 2026Q1: 2,974 shares; 2026Q2: 2,975 shares 2,975 $337K 0.05% +1 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: 3,246 shares; 2024Q4: 3,293 shares; 2025Q1: 3,361 shares; 2025Q2: 3,534 shares; 2025Q3: 3,634 shares; 2025Q4: 3,164 shares; 2026Q1: 3,565 shares; 2026Q2: 3,550 shares 3,550 $328K 0.05% -15 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: not reported; 2026Q1: 6,380 shares; 2026Q2: 3,854 shares 3,854 $318K 0.05% -2,526 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,172 shares; 2025Q4: 2,604 shares; 2026Q1: 2,879 shares; 2026Q2: 3,041 shares 3,041 $316K 0.05% +162 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,424 shares; 2025Q1: 1,429 shares; 2025Q2: 1,432 shares; 2025Q3: 1,436 shares; 2025Q4: 1,439 shares; 2026Q1: 1,442 shares; 2026Q2: 1,445 shares 1,445 $315K 0.05% +3 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: 2,071 shares; 2024Q4: 2,090 shares; 2025Q1: 2,048 shares; 2025Q2: 1,956 shares; 2025Q3: 1,956 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 645 shares 645 $308K 0.05% 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: 3,831 shares; 2024Q4: 3,894 shares; 2025Q1: 4,002 shares; 2025Q2: 6,345 shares; 2025Q3: 6,419 shares; 2025Q4: 5,642 shares; 2026Q1: 5,862 shares; 2026Q2: 3,352 shares 3,352 $304K 0.05% -2,510 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: 2,162 shares 2,162 $302K 0.05% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,163 shares; 2024Q4: 2,302 shares; 2025Q1: 2,219 shares; 2025Q2: 2,272 shares; 2025Q3: 2,295 shares; 2025Q4: 2,043 shares; 2026Q1: 2,122 shares; 2026Q2: 1,920 shares 1,920 $301K 0.05% -202 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: 3,383 shares; 2024Q4: 10,149 shares; 2025Q1: 10,149 shares; 2025Q2: 10,149 shares; 2025Q3: 10,149 shares; 2025Q4: 10,149 shares; 2026Q1: 10,380 shares; 2026Q2: 10,149 shares 10,149 $299K 0.05% -231 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: 450 shares; 2024Q4: not reported; 2025Q1: 3,130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,386 shares; 2026Q2: 712 shares 712 $296K 0.05% -1,674 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,326 shares; 2025Q3: 1,324 shares; 2025Q4: 1,153 shares; 2026Q1: 1,357 shares; 2026Q2: 1,319 shares 1,319 $294K 0.05% -38 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,865 shares; 2024Q4: 2,865 shares; 2025Q1: 2,865 shares; 2025Q2: 2,865 shares; 2025Q3: 2,865 shares; 2025Q4: 2,865 shares; 2026Q1: 2,865 shares; 2026Q2: 2,865 shares 2,865 $282K 0.05% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 1,646 shares 1,646 $281K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,495 shares; 2025Q2: 3,470 shares; 2025Q3: 3,470 shares; 2025Q4: 3,470 shares; 2026Q1: 3,330 shares; 2026Q2: 3,335 shares 3,335 $275K 0.04% +5 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: not reported; 2025Q4: 2,060 shares; 2026Q1: 4,694 shares; 2026Q2: 4,810 shares 4,810 $274K 0.04% +116 Timeline CSX CSX CORP More: the full row for CSX 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: 3,702 shares; 2026Q1: 5,555 shares; 2026Q2: 5,601 shares 5,601 $266K 0.04% +46 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,397 shares; 2025Q3: 2,521 shares; 2025Q4: 1,927 shares; 2026Q1: 2,298 shares; 2026Q2: 2,225 shares 2,225 $260K 0.04% -73 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: not reported; 2025Q4: 211 shares; 2026Q1: 459 shares; 2026Q2: 241 shares 241 $257K 0.04% -218 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: 214 shares; 2026Q1: not reported; 2026Q2: 685 shares 685 $256K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,702 shares; 2026Q1: 1,702 shares; 2026Q2: 1,702 shares 1,702 $252K 0.04% 0 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: 369 shares; 2026Q1: 714 shares; 2026Q2: 737 shares 737 $249K 0.04% +23 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: not reported; 2024Q4: 8,828 shares; 2025Q1: 10,113 shares; 2025Q2: 9,351 shares; 2025Q3: 8,783 shares; 2025Q4: 9,149 shares; 2026Q1: 6,052 shares; 2026Q2: 6,301 shares 6,301 $249K 0.04% +249 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,098 shares; 2025Q4: 1,004 shares; 2026Q1: 1,011 shares; 2026Q2: 1,017 shares 1,017 $247K 0.04% +6 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,888 shares; 2025Q3: 5,927 shares; 2025Q4: 5,927 shares; 2026Q1: 5,927 shares; 2026Q2: 5,977 shares 5,977 $243K 0.04% +50 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH 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: 1,304 shares; 2026Q1: 1,475 shares; 2026Q2: 1,461 shares 1,461 $238K 0.04% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,573 shares 5,573 $238K 0.04% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION 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: 513 shares; 2026Q1: 1,257 shares; 2026Q2: 1,204 shares 1,204 $228K 0.04% -53 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 925 shares 925 $228K 0.04% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,241 shares; 2025Q3: 3,205 shares; 2025Q4: 2,973 shares; 2026Q1: 3,260 shares; 2026Q2: 2,467 shares 2,467 $226K 0.04% -793 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: 1,265 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: not reported; 2025Q3: 1,078 shares; 2025Q4: 1,159 shares; 2026Q1: 1,159 shares; 2026Q2: 1,059 shares 1,059 $225K 0.04% -100 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: not reported; 2026Q2: 110 shares 110 $219K 0.03% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 310 shares 310 $218K 0.03% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,245 shares; 2024Q4: 4,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,951 shares; 2025Q4: not reported; 2026Q1: 3,851 shares; 2026Q2: 3,851 shares 3,851 $218K 0.03% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 265 shares; 2026Q1: 415 shares; 2026Q2: 432 shares 432 $217K 0.03% +17 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: not reported; 2026Q2: 1,640 shares 1,640 $211K 0.03% new 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: 321 shares 321 $205K 0.03% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC 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: 738 shares 738 $201K 0.03% new 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: 292 shares 292 $88.2K 0.01% new Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,715 shares; 2024Q4: 92,778 shares; 2025Q1: 78,626 shares; 2025Q2: 29,373 shares; 2025Q3: 29,373 shares; 2025Q4: 26,601 shares; 2026Q1: 26,601 shares; 2026Q2: 26,601 shares 26,601 $75.3K 0.01% 0 Timeline