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: 174,140 shares; 2024Q4: 157,184 shares; 2025Q1: 144,927 shares; 2025Q2: 80,771 shares; 2025Q3: 76,089 shares; 2025Q4: 73,652 shares; 2026Q1: 67,745 shares; 2026Q2: 65,597 shares 65,597 $24.3M 8.7% -2,148 Timeline JQUA 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: 570,961 shares; 2024Q4: 436,991 shares; 2025Q1: 407,496 shares; 2025Q2: 395,647 shares; 2025Q3: 364,563 shares; 2025Q4: 339,797 shares; 2026Q1: 292,091 shares; 2026Q2: 269,822 shares 269,822 $19.5M 6.99% -22,269 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: 241,271 shares; 2024Q4: 182,449 shares; 2025Q1: 174,083 shares; 2025Q2: 175,387 shares; 2025Q3: 160,838 shares; 2025Q4: 147,213 shares; 2026Q1: 137,516 shares; 2026Q2: 145,795 shares 145,795 $18.7M 6.69% +8,279 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: 602,304 shares; 2024Q4: 471,866 shares; 2025Q1: 438,326 shares; 2025Q2: 334,305 shares; 2025Q3: 319,752 shares; 2025Q4: 306,852 shares; 2026Q1: 267,325 shares; 2026Q2: 256,551 shares 256,551 $18.3M 6.55% -10,774 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: 2,302 shares; 2024Q4: 17,800 shares; 2025Q1: 21,305 shares; 2025Q2: 21,447 shares; 2025Q3: 21,345 shares; 2025Q4: 20,877 shares; 2026Q1: 19,863 shares; 2026Q2: 19,577 shares 19,577 $14.7M 5.25% -286 Timeline JPST 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: 323,618 shares; 2024Q4: 279,093 shares; 2025Q1: 279,252 shares; 2025Q2: 278,321 shares; 2025Q3: 276,419 shares; 2025Q4: 267,544 shares; 2026Q1: 254,253 shares; 2026Q2: 242,930 shares 242,930 $12.3M 4.4% -11,323 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: 207,896 shares; 2024Q4: 158,913 shares; 2025Q1: 155,608 shares; 2025Q2: 159,933 shares; 2025Q3: 159,386 shares; 2025Q4: 167,017 shares; 2026Q1: 159,268 shares; 2026Q2: 139,165 shares 139,165 $10.8M 3.88% -20,103 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: 64,790 shares; 2024Q4: 33,280 shares; 2025Q1: 41,165 shares; 2025Q2: 46,416 shares; 2025Q3: 64,846 shares; 2025Q4: 68,895 shares; 2026Q1: 93,746 shares; 2026Q2: 110,315 shares 110,315 $9.84M 3.53% +16,569 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,535 shares; 2024Q4: 136,663 shares; 2025Q1: 129,190 shares; 2025Q2: 111,509 shares; 2025Q3: 109,849 shares; 2025Q4: 108,439 shares; 2026Q1: 98,985 shares; 2026Q2: 91,716 shares 91,716 $9.38M 3.36% -7,269 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: 57,442 shares; 2024Q4: 47,721 shares; 2025Q1: 45,467 shares; 2025Q2: 47,505 shares; 2025Q3: 60,144 shares; 2025Q4: 71,760 shares; 2026Q1: 81,162 shares; 2026Q2: 84,108 shares 84,108 $8.12M 2.91% +2,946 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,800 shares; 2024Q4: 5,799 shares; 2025Q1: 8,104 shares; 2025Q2: 8,896 shares; 2025Q3: 31,496 shares; 2025Q4: 63,296 shares; 2026Q1: 120,685 shares; 2026Q2: 157,490 shares 157,490 $7.97M 2.86% +36,805 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,944 shares; 2024Q4: 72,449 shares; 2025Q1: 83,355 shares; 2025Q2: 78,461 shares; 2025Q3: 78,414 shares; 2025Q4: 71,583 shares; 2026Q1: 69,449 shares; 2026Q2: 68,062 shares 68,062 $6.74M 2.41% -1,387 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: 375,005 shares; 2024Q4: 308,394 shares; 2025Q1: 278,942 shares; 2025Q2: 267,625 shares; 2025Q3: 244,975 shares; 2025Q4: 243,896 shares; 2026Q1: 186,624 shares; 2026Q2: 152,395 shares 152,395 $6.36M 2.28% -34,229 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: 21,510 shares; 2024Q4: 13,745 shares; 2025Q1: 10,113 shares; 2025Q2: 10,279 shares; 2025Q3: 12,779 shares; 2025Q4: 16,011 shares; 2026Q1: 19,048 shares; 2026Q2: 27,348 shares 27,348 $5.96M 2.14% +8,300 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,294 shares; 2025Q1: 56,440 shares; 2025Q2: 55,824 shares; 2025Q3: 55,315 shares; 2025Q4: 51,238 shares; 2026Q1: 47,750 shares; 2026Q2: 45,852 shares 45,852 $4.43M 1.59% -1,898 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: 94,355 shares; 2024Q4: 85,775 shares; 2025Q1: 82,434 shares; 2025Q2: 63,962 shares; 2025Q3: 54,209 shares; 2025Q4: 53,359 shares; 2026Q1: 48,010 shares; 2026Q2: 44,670 shares 44,670 $4.31M 1.54% -3,340 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: 144,091 shares; 2024Q4: 102,636 shares; 2025Q1: 98,087 shares; 2025Q2: 95,482 shares; 2025Q3: 94,636 shares; 2025Q4: 93,350 shares; 2026Q1: 88,832 shares; 2026Q2: 70,687 shares 70,687 $4.22M 1.51% -18,145 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 reported; 2024Q4: 9,393 shares; 2025Q1: 9,391 shares; 2025Q2: 9,391 shares; 2025Q3: 14,045 shares; 2025Q4: 19,223 shares; 2026Q1: 27,662 shares; 2026Q2: 32,134 shares 32,134 $4.11M 1.47% +4,472 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,397 shares; 2025Q2: 10,084 shares; 2025Q3: 33,669 shares; 2025Q4: 45,532 shares; 2026Q1: 64,568 shares; 2026Q2: 78,276 shares 78,276 $3.92M 1.4% +13,708 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: 52,838 shares; 2024Q4: 16,432 shares; 2025Q1: 13,918 shares; 2025Q2: 14,090 shares; 2025Q3: 13,304 shares; 2025Q4: 13,504 shares; 2026Q1: 10,979 shares; 2026Q2: 11,781 shares 11,781 $3.41M 1.22% +802 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: 1,416 shares; 2024Q4: 10,763 shares; 2025Q1: 12,556 shares; 2025Q2: 12,672 shares; 2025Q3: 12,527 shares; 2025Q4: 11,914 shares; 2026Q1: 11,345 shares; 2026Q2: 11,209 shares 11,209 $3.37M 1.21% -136 Timeline EQWL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,872 shares; 2025Q4: 8,964 shares; 2026Q1: 22,466 shares; 2026Q2: 25,261 shares 25,261 $3.26M 1.17% +2,795 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,216 shares; 2024Q4: 44,720 shares; 2025Q1: 44,522 shares; 2025Q2: 43,910 shares; 2025Q3: 42,654 shares; 2025Q4: 40,048 shares; 2026Q1: 39,026 shares; 2026Q2: 38,943 shares 38,943 $3.22M 1.15% -83 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,323 shares; 2024Q4: 33,815 shares; 2025Q1: 49,685 shares; 2025Q2: 49,333 shares; 2025Q3: 49,221 shares; 2025Q4: 50,315 shares; 2026Q1: 52,364 shares; 2026Q2: 52,339 shares 52,339 $3.08M 1.1% -25 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: 79,437 shares; 2024Q4: 59,868 shares; 2025Q1: 58,322 shares; 2025Q2: 58,633 shares; 2025Q3: 57,205 shares; 2025Q4: 56,969 shares; 2026Q1: 53,173 shares; 2026Q2: 50,560 shares 50,560 $2.98M 1.07% -2,613 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: 15,204 shares; 2024Q4: 9,952 shares; 2025Q1: 9,607 shares; 2025Q2: 8,496 shares; 2025Q3: 8,525 shares; 2025Q4: 7,994 shares; 2026Q1: 7,999 shares; 2026Q2: 34,138 shares 34,138 $2.75M 0.99% +26,139 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: 41,529 shares; 2024Q4: 27,729 shares; 2025Q1: 22,376 shares; 2025Q2: 19,618 shares; 2025Q3: 19,498 shares; 2025Q4: 16,072 shares; 2026Q1: 12,595 shares; 2026Q2: 12,564 shares 12,564 $2.67M 0.96% -31 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: 1,844 shares; 2024Q4: 2,337 shares; 2025Q1: 2,418 shares; 2025Q2: 2,418 shares; 2025Q3: 2,418 shares; 2025Q4: 2,337 shares; 2026Q1: 2,340 shares; 2026Q2: 2,345 shares 2,345 $2.5M 0.89% +5 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: 8,647 shares; 2024Q4: 27,747 shares; 2025Q1: 31,299 shares; 2025Q2: 31,525 shares; 2025Q3: 31,407 shares; 2025Q4: 30,363 shares; 2026Q1: 29,426 shares; 2026Q2: 28,378 shares 28,378 $2.35M 0.84% -1,048 Timeline FDEM 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: not reported; 2025Q3: 23,328 shares; 2025Q4: 43,224 shares; 2026Q1: 55,512 shares; 2026Q2: 64,653 shares 64,653 $2.35M 0.84% +9,141 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,538 shares; 2024Q4: 15,538 shares; 2025Q1: 16,453 shares; 2025Q2: 16,453 shares; 2025Q3: 16,453 shares; 2025Q4: 16,453 shares; 2026Q1: 16,453 shares; 2026Q2: 16,453 shares 16,453 $2.26M 0.81% 0 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: 6,300 shares; 2024Q4: 4,542 shares; 2025Q1: 5,904 shares; 2025Q2: 6,045 shares; 2025Q3: 6,017 shares; 2025Q4: 5,751 shares; 2026Q1: 4,200 shares; 2026Q2: 25,028 shares 25,028 $2.16M 0.77% +20,828 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: 47,495 shares; 2024Q4: 39,340 shares; 2025Q1: 35,527 shares; 2025Q2: 32,009 shares; 2025Q3: 31,024 shares; 2025Q4: 30,825 shares; 2026Q1: 29,771 shares; 2026Q2: 28,239 shares 28,239 $2.07M 0.74% -1,532 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: 12,060 shares; 2024Q4: 6,203 shares; 2025Q1: 4,772 shares; 2025Q2: 4,110 shares; 2025Q3: 3,804 shares; 2025Q4: 3,137 shares; 2026Q1: 2,678 shares; 2026Q2: 2,678 shares 2,678 $2M 0.72% 0 Timeline SCHB 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: 60,847 shares; 2024Q4: 133,858 shares; 2025Q1: 61,309 shares; 2025Q2: 61,309 shares; 2025Q3: 61,163 shares; 2025Q4: 61,163 shares; 2026Q1: 61,041 shares; 2026Q2: 60,820 shares 60,820 $1.76M 0.63% -221 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: not reported; 2024Q4: 48,503 shares; 2025Q1: 48,274 shares; 2025Q2: 52,324 shares; 2025Q3: 54,160 shares; 2025Q4: 54,986 shares; 2026Q1: 52,666 shares; 2026Q2: 53,561 shares 53,561 $1.7M 0.61% +895 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: 52,887 shares; 2024Q4: 37,417 shares; 2025Q1: 36,522 shares; 2025Q2: 34,354 shares; 2025Q3: 34,266 shares; 2025Q4: 30,533 shares; 2026Q1: 29,218 shares; 2026Q2: 28,775 shares 28,775 $1.67M 0.6% -443 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,301 shares; 2024Q4: 24,704 shares; 2025Q1: 24,705 shares; 2025Q2: 24,706 shares; 2025Q3: 24,708 shares; 2025Q4: 25,187 shares; 2026Q1: 25,189 shares; 2026Q2: 25,769 shares 25,769 $1.57M 0.56% +580 Timeline FESM 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: not reported; 2025Q3: 5,854 shares; 2025Q4: 15,781 shares; 2026Q1: 25,885 shares; 2026Q2: 32,392 shares 32,392 $1.56M 0.56% +6,507 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,648 shares; 2024Q4: 114,712 shares; 2025Q1: 80,271 shares; 2025Q2: 80,242 shares; 2025Q3: 80,228 shares; 2025Q4: 78,939 shares; 2026Q1: 76,330 shares; 2026Q2: 72,386 shares 72,386 $1.51M 0.54% -3,944 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: 6,705 shares; 2024Q4: 2,821 shares; 2025Q1: 2,821 shares; 2025Q2: 2,914 shares; 2025Q3: 2,749 shares; 2025Q4: 2,778 shares; 2026Q1: 2,850 shares; 2026Q2: 2,873 shares 2,873 $1.44M 0.52% +23 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: 4,192 shares; 2024Q4: 3,506 shares; 2025Q1: 3,388 shares; 2025Q2: 3,393 shares; 2025Q3: 3,406 shares; 2025Q4: 3,287 shares; 2026Q1: 3,255 shares; 2026Q2: 3,327 shares 3,327 $1.4M 0.5% +72 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,365 shares; 2024Q4: 15,365 shares; 2025Q1: 15,365 shares; 2025Q2: 16,187 shares; 2025Q3: 17,157 shares; 2025Q4: 15,982 shares; 2026Q1: 16,018 shares; 2026Q2: 16,033 shares 16,033 $1.4M 0.5% +15 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: 14,288 shares; 2024Q4: 7,057 shares; 2025Q1: 5,896 shares; 2025Q2: 5,214 shares; 2025Q3: 5,165 shares; 2025Q4: 5,202 shares; 2026Q1: 5,297 shares; 2026Q2: 5,549 shares 5,549 $1.32M 0.47% +252 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: 11,618 shares; 2024Q4: 7,759 shares; 2025Q1: 3,214 shares; 2025Q2: 3,136 shares; 2025Q3: 3,314 shares; 2025Q4: 3,203 shares; 2026Q1: 3,116 shares; 2026Q2: 3,308 shares 3,308 $1.23M 0.44% +192 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: 18,241 shares; 2024Q4: 9,451 shares; 2025Q1: 9,239 shares; 2025Q2: 9,186 shares; 2025Q3: 9,395 shares; 2025Q4: 9,195 shares; 2026Q1: 9,195 shares; 2026Q2: 8,196 shares 8,196 $1.02M 0.37% -999 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,437 shares; 2024Q4: 103,750 shares; 2025Q1: 82,684 shares; 2025Q2: 50,196 shares; 2025Q3: 37,896 shares; 2025Q4: 28,397 shares; 2026Q1: 26,820 shares; 2026Q2: 24,758 shares 24,758 $997K 0.36% -2,062 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: 13,660 shares; 2024Q4: 4,777 shares; 2025Q1: 3,027 shares; 2025Q2: 3,078 shares; 2025Q3: 3,471 shares; 2025Q4: 4,097 shares; 2026Q1: 4,355 shares; 2026Q2: 4,940 shares 4,940 $988K 0.35% +585 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: 6,301 shares; 2024Q4: 3,101 shares; 2025Q1: 2,356 shares; 2025Q2: 2,410 shares; 2025Q3: 2,708 shares; 2025Q4: 2,744 shares; 2026Q1: 2,691 shares; 2026Q2: 2,725 shares 2,725 $963K 0.35% +34 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,937 shares; 2024Q4: 49,186 shares; 2025Q1: 41,027 shares; 2025Q2: 41,744 shares; 2025Q3: 42,339 shares; 2025Q4: 41,277 shares; 2026Q1: 39,337 shares; 2026Q2: 37,673 shares 37,673 $949K 0.34% -1,664 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,006 shares; 2024Q4: 49,955 shares; 2025Q1: 49,014 shares; 2025Q2: 49,014 shares; 2025Q3: 48,548 shares; 2025Q4: 47,780 shares; 2026Q1: 45,358 shares; 2026Q2: 42,045 shares 42,045 $917K 0.33% -3,313 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,926 shares; 2024Q4: 2,997 shares; 2025Q1: 2,589 shares; 2025Q2: 2,598 shares; 2025Q3: 2,607 shares; 2025Q4: 2,398 shares; 2026Q1: 2,295 shares; 2026Q2: 2,563 shares 2,563 $916K 0.33% +268 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: 60,945 shares; 2024Q4: 30,093 shares; 2025Q1: 28,120 shares; 2025Q2: 28,702 shares; 2025Q3: 24,804 shares; 2025Q4: 24,710 shares; 2026Q1: 24,406 shares; 2026Q2: 23,199 shares 23,199 $900K 0.32% -1,207 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,133 shares; 2024Q4: 10,825 shares; 2025Q1: 9,721 shares; 2025Q2: 10,529 shares; 2025Q3: 14,807 shares; 2025Q4: 16,323 shares; 2026Q1: 17,310 shares; 2026Q2: 15,658 shares 15,658 $792K 0.28% -1,652 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,896 shares; 2025Q1: 11,086 shares; 2025Q2: 11,167 shares; 2025Q3: 11,022 shares; 2025Q4: 10,687 shares; 2026Q1: 9,476 shares; 2026Q2: 9,353 shares 9,353 $769K 0.28% -123 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: 11,468 shares; 2024Q4: 7,304 shares; 2025Q1: 7,127 shares; 2025Q2: 7,206 shares; 2025Q3: 7,138 shares; 2025Q4: 6,512 shares; 2026Q1: 6,553 shares; 2026Q2: 6,618 shares 6,618 $750K 0.27% +65 Timeline IYW 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: 2,816 shares; 2026Q2: 2,816 shares 2,816 $710K 0.25% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,162 shares; 2024Q4: 19,162 shares; 2025Q1: 19,162 shares; 2025Q2: 19,162 shares; 2025Q3: 19,162 shares; 2025Q4: 18,082 shares; 2026Q1: 13,762 shares; 2026Q2: 13,762 shares 13,762 $677K 0.24% 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: 21,276 shares; 2024Q4: 12,752 shares; 2025Q1: 12,556 shares; 2025Q2: 11,193 shares; 2025Q3: 10,199 shares; 2025Q4: 8,708 shares; 2026Q1: 8,420 shares; 2026Q2: 8,426 shares 8,426 $666K 0.24% +6 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,574 shares; 2024Q4: 11,240 shares; 2025Q1: 11,094 shares; 2025Q2: 11,013 shares; 2025Q3: 11,013 shares; 2025Q4: 9,254 shares; 2026Q1: 7,417 shares; 2026Q2: 7,417 shares 7,417 $613K 0.22% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,586 shares; 2024Q4: 2,232 shares; 2025Q1: 2,187 shares; 2025Q2: 2,338 shares; 2025Q3: 2,139 shares; 2025Q4: 1,885 shares; 2026Q1: 845 shares; 2026Q2: 825 shares 825 $608K 0.22% -20 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,967 shares; 2024Q4: 124,815 shares; 2025Q1: 123,183 shares; 2025Q2: 8,656 shares; 2025Q3: 8,656 shares; 2025Q4: 8,656 shares; 2026Q1: 8,656 shares; 2026Q2: 8,272 shares 8,272 $566K 0.2% -384 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: 2,298 shares; 2024Q4: 1,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,064 shares; 2025Q4: 1,068 shares; 2026Q1: 1,079 shares; 2026Q2: 1,077 shares 1,077 $514K 0.18% -2 Timeline SDSI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,949 shares 9,949 $511K 0.18% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277 shares; 2024Q4: 1,277 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: 1,277 shares; 2026Q2: 1,277 shares 1,277 $499K 0.18% 0 Timeline SCHO 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: 10,698 shares; 2024Q4: 21,310 shares; 2025Q1: 20,995 shares; 2025Q2: 21,014 shares; 2025Q3: 20,534 shares; 2025Q4: 19,959 shares; 2026Q1: 19,959 shares; 2026Q2: 19,933 shares 19,933 $481K 0.17% -26 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: 3,218 shares; 2024Q4: 3,573 shares; 2025Q1: 2,136 shares; 2025Q2: 2,182 shares; 2025Q3: 2,089 shares; 2025Q4: 1,856 shares; 2026Q1: 1,580 shares; 2026Q2: 1,580 shares 1,580 $479K 0.17% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES 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: 7,199 shares; 2025Q4: 7,199 shares; 2026Q1: 7,199 shares; 2026Q2: 7,199 shares 7,199 $462K 0.17% 0 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: 6,196 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,051 shares 4,051 $447K 0.16% +51 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: 1,290 shares; 2024Q4: 1,140 shares; 2025Q1: 705 shares; 2025Q2: 709 shares; 2025Q3: 790 shares; 2025Q4: 785 shares; 2026Q1: 725 shares; 2026Q2: 754 shares 754 $425K 0.15% +29 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,237 shares; 2024Q4: 30,358 shares; 2025Q1: 21,014 shares; 2025Q2: 20,990 shares; 2025Q3: 20,967 shares; 2025Q4: 16,142 shares; 2026Q1: 16,142 shares; 2026Q2: 15,067 shares 15,067 $417K 0.15% -1,075 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,355 shares; 2024Q4: 4,632 shares; 2025Q1: not reported; 2025Q2: 4,358 shares; 2025Q3: 4,358 shares; 2025Q4: 4,368 shares; 2026Q1: 4,368 shares; 2026Q2: 4,404 shares 4,404 $412K 0.15% +36 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: 798 shares; 2024Q4: 693 shares; 2025Q1: 684 shares; 2025Q2: 577 shares; 2025Q3: 579 shares; 2025Q4: 581 shares; 2026Q1: 583 shares; 2026Q2: 584 shares 584 $411K 0.15% +1 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,148 shares; 2024Q4: 4,345 shares; 2025Q1: 4,590 shares; 2025Q2: 4,124 shares; 2025Q3: 3,337 shares; 2025Q4: 3,337 shares; 2026Q1: 3,337 shares; 2026Q2: 3,337 shares 3,337 $410K 0.15% 0 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: 3,695 shares; 2024Q4: 3,069 shares; 2025Q1: 3,175 shares; 2025Q2: 3,221 shares; 2025Q3: 3,177 shares; 2025Q4: 2,766 shares; 2026Q1: 2,799 shares; 2026Q2: 2,908 shares 2,908 $398K 0.14% +109 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: 1,052 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 602 shares; 2026Q1: 605 shares; 2026Q2: 610 shares 610 $387K 0.14% +5 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: 3,207 shares; 2024Q4: 4,014 shares; 2025Q1: 3,852 shares; 2025Q2: 3,852 shares; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares; 2026Q1: 3,675 shares; 2026Q2: 3,675 shares 3,675 $382K 0.14% 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; 2024Q3: 7,111 shares; 2024Q4: 5,113 shares; 2025Q1: 4,991 shares; 2025Q2: 5,514 shares; 2025Q3: 5,516 shares; 2025Q4: 5,520 shares; 2026Q1: 5,521 shares; 2026Q2: 5,523 shares 5,523 $367K 0.13% +2 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,145 shares; 2024Q4: 7,158 shares; 2025Q1: 7,158 shares; 2025Q2: 7,158 shares; 2025Q3: 7,158 shares; 2025Q4: 7,158 shares; 2026Q1: 7,158 shares; 2026Q2: 7,158 shares 7,158 $361K 0.13% 0 Timeline HDEF DBX ETF TR More: the full row for DBX 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: 11,860 shares; 2026Q1: 11,070 shares; 2026Q2: 11,070 shares 11,070 $356K 0.13% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,127 shares; 2025Q1: 17,429 shares; 2025Q2: 17,324 shares; 2025Q3: 17,317 shares; 2025Q4: 16,166 shares; 2026Q1: 14,619 shares; 2026Q2: 13,232 shares 13,232 $347K 0.12% -1,387 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,123 shares; 2024Q4: 15,212 shares; 2025Q1: 10,248 shares; 2025Q2: 10,248 shares; 2025Q3: 10,248 shares; 2025Q4: 10,248 shares; 2026Q1: 10,248 shares; 2026Q2: 10,248 shares 10,248 $347K 0.12% 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: 1,602 shares; 2024Q4: 1,227 shares; 2025Q1: 1,299 shares; 2025Q2: 1,326 shares; 2025Q3: 1,301 shares; 2025Q4: 1,321 shares; 2026Q1: 1,318 shares; 2026Q2: 1,362 shares 1,362 $343K 0.12% +44 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,954 shares; 2024Q4: 9,371 shares; 2025Q1: 9,824 shares; 2025Q2: 8,892 shares; 2025Q3: 7,407 shares; 2025Q4: 7,271 shares; 2026Q1: 5,649 shares; 2026Q2: 5,185 shares 5,185 $340K 0.12% -464 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: 4,617 shares; 2024Q4: 2,190 shares; 2025Q1: 2,431 shares; 2025Q2: 2,375 shares; 2025Q3: 2,348 shares; 2025Q4: 2,256 shares; 2026Q1: 2,269 shares; 2026Q2: 2,316 shares 2,316 $340K 0.12% +47 Timeline FNDE 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: 12,800 shares; 2024Q4: not reported; 2025Q1: 8,019 shares; 2025Q2: 8,019 shares; 2025Q3: 8,576 shares; 2025Q4: 10,472 shares; 2026Q1: 9,251 shares; 2026Q2: 8,251 shares 8,251 $327K 0.12% -1,000 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 663 shares; 2025Q3: 764 shares; 2025Q4: 766 shares; 2026Q1: 812 shares; 2026Q2: 785 shares 785 $326K 0.12% -27 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: 363 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251 shares; 2026Q1: 245 shares; 2026Q2: 266 shares 266 $319K 0.11% +21 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,504 shares; 2024Q4: 13,420 shares; 2025Q1: 13,420 shares; 2025Q2: 13,420 shares; 2025Q3: 13,420 shares; 2025Q4: 13,420 shares; 2026Q1: 13,761 shares; 2026Q2: 13,761 shares 13,761 $319K 0.11% 0 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: 1,940 shares; 2025Q1: 2,325 shares; 2025Q2: 2,260 shares; 2025Q3: 2,335 shares; 2025Q4: 2,276 shares; 2026Q1: 2,240 shares; 2026Q2: 2,035 shares 2,035 $302K 0.11% -205 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 873 shares; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 776 shares; 2025Q3: 867 shares; 2025Q4: 697 shares; 2026Q1: 798 shares; 2026Q2: 801 shares 801 $295K 0.11% +3 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,871 shares; 2024Q4: 1,950 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,781 shares; 2026Q2: 1,781 shares 1,781 $283K 0.1% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 752 shares; 2025Q1: not reported; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 752 shares; 2026Q1: 752 shares; 2026Q2: 752 shares 752 $275K 0.1% 0 Timeline AGNG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,814 shares; 2024Q4: 32,379 shares; 2025Q1: 32,557 shares; 2025Q2: 32,557 shares; 2025Q3: 28,279 shares; 2025Q4: 25,379 shares; 2026Q1: 19,431 shares; 2026Q2: 7,579 shares 7,579 $273K 0.1% -11,852 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: 2,900 shares; 2024Q4: 687 shares; 2025Q1: 687 shares; 2025Q2: 698 shares; 2025Q3: 690 shares; 2025Q4: 699 shares; 2026Q1: 720 shares; 2026Q2: 747 shares 747 $256K 0.09% +27 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: 6,663 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 723 shares; 2025Q3: 687 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 736 shares 736 $241K 0.09% new Timeline JBND 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,455 shares 4,455 $238K 0.09% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,808 shares; 2024Q4: 1,384 shares; 2025Q1: 1,443 shares; 2025Q2: 1,469 shares; 2025Q3: 1,499 shares; 2025Q4: 1,329 shares; 2026Q1: 1,340 shares; 2026Q2: 1,436 shares 1,436 $238K 0.09% +96 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: not reported; 2026Q2: 10,651 shares 10,651 $231K 0.08% new 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: 1,064 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: not reported; 2026Q1: 233 shares; 2026Q2: 246 shares 246 $230K 0.08% +13 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; 2024Q3: 9,248 shares; 2024Q4: 1,866 shares; 2025Q1: 1,866 shares; 2025Q2: 1,866 shares; 2025Q3: 1,866 shares; 2025Q4: 1,874 shares; 2026Q1: not reported; 2026Q2: 1,344 shares 1,344 $212K 0.08% new Timeline IYK 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: 2,886 shares; 2026Q2: 2,903 shares 2,903 $211K 0.08% +17 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: 4,204 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,422 shares 2,422 $207K 0.07% 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: 6,362 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,729 shares 1,729 $203K 0.07% new Timeline