SCHZ 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: 2,848,603 shares; 2024Q4: 6,270,198 shares; 2025Q1: 6,905,121 shares; 2025Q2: 7,382,880 shares; 2025Q3: 7,958,838 shares; 2025Q4: 8,957,935 shares; 2026Q1: 9,693,597 shares; 2026Q2: 10,420,258 shares 10,420,258 $241M 19.57% +726,661 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; 2024Q3: 2,007,942 shares; 2024Q4: 2,160,599 shares; 2025Q1: 3,075,888 shares; 2025Q2: 3,289,923 shares; 2025Q3: 3,384,879 shares; 2025Q4: 3,528,811 shares; 2026Q1: 3,814,103 shares; 2026Q2: 3,841,280 shares 3,841,280 $170M 13.84% +27,177 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,314,493 shares; 2024Q4: 1,507,382 shares; 2025Q1: 2,028,577 shares; 2025Q2: 2,081,593 shares; 2025Q3: 2,123,560 shares; 2025Q4: 2,187,727 shares; 2026Q1: 2,187,179 shares; 2026Q2: 2,349,813 shares 2,349,813 $87.6M 7.11% +162,634 Timeline SPTM 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: 1,059,380 shares; 2024Q4: 1,004,377 shares; 2025Q1: 973,696 shares; 2025Q2: 988,681 shares; 2025Q3: 964,022 shares; 2025Q4: 950,335 shares; 2026Q1: 933,841 shares; 2026Q2: 904,261 shares 904,261 $82.1M 6.67% -29,580 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: 669,382 shares; 2024Q4: 707,358 shares; 2025Q1: 732,351 shares; 2025Q2: 756,667 shares; 2025Q3: 812,343 shares; 2025Q4: 879,717 shares; 2026Q1: 940,481 shares; 2026Q2: 982,481 shares 982,481 $77.6M 6.31% +42,000 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: 466,382 shares; 2024Q4: 565,010 shares; 2025Q1: 578,220 shares; 2025Q2: 606,545 shares; 2025Q3: 634,503 shares; 2025Q4: 670,600 shares; 2026Q1: 700,828 shares; 2026Q2: 729,313 shares 729,313 $70.4M 5.72% +28,485 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: 773,612 shares; 2024Q4: 767,261 shares; 2025Q1: 787,880 shares; 2025Q2: 791,680 shares; 2025Q3: 818,200 shares; 2025Q4: 819,723 shares; 2026Q1: 828,114 shares; 2026Q2: 887,365 shares 887,365 $65.1M 5.29% +59,251 Timeline SPYM 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: 235,928 shares; 2024Q4: 324,524 shares; 2025Q1: 371,949 shares; 2025Q2: 420,143 shares; 2025Q3: 476,944 shares; 2025Q4: 541,279 shares; 2026Q1: 641,714 shares; 2026Q2: 681,500 shares 681,500 $59.9M 4.86% +39,786 Timeline DFEM 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: 541,921 shares; 2024Q4: 652,254 shares; 2025Q1: 857,351 shares; 2025Q2: 910,315 shares; 2025Q3: 937,029 shares; 2025Q4: 971,057 shares; 2026Q1: 941,289 shares; 2026Q2: 985,390 shares 985,390 $40M 3.25% +44,101 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: 302,566 shares; 2024Q4: 336,682 shares; 2025Q1: 347,337 shares; 2025Q2: 370,972 shares; 2025Q3: 388,400 shares; 2025Q4: 417,033 shares; 2026Q1: 429,197 shares; 2026Q2: 433,410 shares 433,410 $35.9M 2.92% +4,213 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: 27,175 shares; 2024Q4: 27,181 shares; 2025Q1: 26,949 shares; 2025Q2: 26,954 shares; 2025Q3: 27,066 shares; 2025Q4: 26,919 shares; 2026Q1: 26,956 shares; 2026Q2: 27,080 shares 27,080 $20.2M 1.64% +124 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: 73,690 shares; 2024Q4: 73,483 shares; 2025Q1: 72,115 shares; 2025Q2: 71,722 shares; 2025Q3: 72,252 shares; 2025Q4: 69,310 shares; 2026Q1: 53,755 shares; 2026Q2: 53,273 shares 53,273 $19.7M 1.6% -482 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: 311,841 shares; 2024Q4: 275,115 shares; 2025Q1: 277,738 shares; 2025Q2: 264,940 shares; 2025Q3: 273,034 shares; 2025Q4: 279,540 shares; 2026Q1: 286,467 shares; 2026Q2: 272,169 shares 272,169 $18.1M 1.47% -14,298 Timeline VTWO 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: 33,117 shares; 2024Q4: 49,211 shares; 2025Q1: 58,648 shares; 2025Q2: 73,098 shares; 2025Q3: 83,122 shares; 2025Q4: 101,531 shares; 2026Q1: 114,924 shares; 2026Q2: 121,911 shares 121,911 $14.8M 1.2% +6,987 Timeline SCHC 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: 535,704 shares; 2024Q4: 392,994 shares; 2025Q1: 353,626 shares; 2025Q2: 337,525 shares; 2025Q3: 318,096 shares; 2025Q4: 311,504 shares; 2026Q1: 305,818 shares; 2026Q2: 298,760 shares 298,760 $14.4M 1.17% -7,058 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: 190,590 shares; 2024Q4: 182,997 shares; 2025Q1: 180,925 shares; 2025Q2: 182,324 shares; 2025Q3: 178,002 shares; 2025Q4: 177,638 shares; 2026Q1: 186,984 shares; 2026Q2: 180,917 shares 180,917 $12.9M 1.05% -6,067 Timeline SLYV 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: 118,819 shares; 2024Q4: 112,823 shares; 2025Q1: 109,541 shares; 2025Q2: 105,561 shares; 2025Q3: 100,623 shares; 2025Q4: 96,693 shares; 2026Q1: 94,382 shares; 2026Q2: 92,717 shares 92,717 $10.1M 0.82% -1,665 Timeline SPAB 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: 424,969 shares; 2024Q4: 422,920 shares; 2025Q1: 431,365 shares; 2025Q2: 434,268 shares; 2025Q3: 422,937 shares; 2025Q4: 422,532 shares; 2026Q1: 412,555 shares; 2026Q2: 380,279 shares 380,279 $9.7M 0.79% -32,276 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: 127,742 shares; 2024Q4: 364,869 shares; 2025Q1: 361,473 shares; 2025Q2: 359,342 shares; 2025Q3: 354,444 shares; 2025Q4: 346,819 shares; 2026Q1: 343,642 shares; 2026Q2: 300,491 shares 300,491 $8.7M 0.71% -43,151 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: 28,692 shares; 2024Q4: 27,793 shares; 2025Q1: 27,011 shares; 2025Q2: 27,507 shares; 2025Q3: 27,606 shares; 2025Q4: 30,121 shares; 2026Q1: 27,961 shares; 2026Q2: 26,846 shares 26,846 $7.77M 0.63% -1,115 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: 140,228 shares; 2024Q4: 136,255 shares; 2025Q1: 135,913 shares; 2025Q2: 134,133 shares; 2025Q3: 130,450 shares; 2025Q4: 128,220 shares; 2026Q1: 129,319 shares; 2026Q2: 127,189 shares 127,189 $7.59M 0.62% -2,130 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: 10,585 shares; 2024Q4: 10,512 shares; 2025Q1: 10,489 shares; 2025Q2: 11,075 shares; 2025Q3: 11,070 shares; 2025Q4: 11,031 shares; 2026Q1: 11,042 shares; 2026Q2: 10,986 shares 10,986 $7.55M 0.61% -56 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: 30,708 shares; 2024Q4: 30,709 shares; 2025Q1: 30,714 shares; 2025Q2: 30,575 shares; 2025Q3: 35,464 shares; 2025Q4: 29,863 shares; 2026Q1: 85,451 shares; 2026Q2: 85,433 shares 85,433 $7.3M 0.59% -18 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: 150,128 shares; 2024Q4: 297,123 shares; 2025Q1: 291,864 shares; 2025Q2: 290,335 shares; 2025Q3: 293,079 shares; 2025Q4: 266,025 shares; 2026Q1: 263,382 shares; 2026Q2: 248,778 shares 248,778 $6.89M 0.56% -14,604 Timeline MDYV 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: 127,410 shares; 2024Q4: 97,940 shares; 2025Q1: 93,046 shares; 2025Q2: 88,202 shares; 2025Q3: 78,163 shares; 2025Q4: 72,165 shares; 2026Q1: 68,649 shares; 2026Q2: 59,090 shares 59,090 $5.6M 0.46% -9,559 Timeline SCHE 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: 199,161 shares; 2024Q4: 191,738 shares; 2025Q1: 181,872 shares; 2025Q2: 178,588 shares; 2025Q3: 174,132 shares; 2025Q4: 160,258 shares; 2026Q1: 156,494 shares; 2026Q2: 151,894 shares 151,894 $5.51M 0.45% -4,600 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: 73,634 shares; 2024Q4: 77,381 shares; 2025Q1: 76,727 shares; 2025Q2: 67,784 shares; 2025Q3: 127,089 shares; 2025Q4: 127,976 shares; 2026Q1: 128,008 shares; 2026Q2: 114,373 shares 114,373 $5.33M 0.43% -13,635 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: 27,763 shares; 2024Q4: 25,396 shares; 2025Q1: 24,234 shares; 2025Q2: 24,057 shares; 2025Q3: 23,712 shares; 2025Q4: 20,374 shares; 2026Q1: 18,000 shares; 2026Q2: 17,588 shares 17,588 $4.27M 0.35% -412 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; 2024Q3: 78,396 shares; 2024Q4: 78,287 shares; 2025Q1: 78,274 shares; 2025Q2: 77,536 shares; 2025Q3: 77,548 shares; 2025Q4: 77,562 shares; 2026Q1: 77,570 shares; 2026Q2: 77,144 shares 77,144 $3.61M 0.29% -426 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,307 shares; 2024Q4: 57,272 shares; 2025Q1: 64,838 shares; 2025Q2: 64,838 shares; 2025Q3: 68,328 shares; 2025Q4: 68,585 shares; 2026Q1: 68,612 shares; 2026Q2: 68,689 shares 68,689 $3.47M 0.28% +77 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: 3,100 shares; 2024Q4: 2,886 shares; 2025Q1: 2,728 shares; 2025Q2: 9,285 shares; 2025Q3: 9,235 shares; 2025Q4: 8,395 shares; 2026Q1: 9,281 shares; 2026Q2: 9,237 shares 9,237 $3.45M 0.28% -44 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: 54,432 shares; 2024Q4: 54,497 shares; 2025Q1: 54,532 shares; 2025Q2: 53,283 shares; 2025Q3: 53,853 shares; 2025Q4: 49,893 shares; 2026Q1: 49,457 shares; 2026Q2: 44,031 shares 44,031 $3.43M 0.28% -5,426 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 62,370 shares; 2026Q1: 62,370 shares; 2026Q2: 62,370 shares 62,370 $3.32M 0.27% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,870 shares; 2024Q4: 14,851 shares; 2025Q1: 15,006 shares; 2025Q2: 14,405 shares; 2025Q3: 14,733 shares; 2025Q4: 13,674 shares; 2026Q1: 17,370 shares; 2026Q2: 14,464 shares 14,464 $3.15M 0.26% -2,906 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: 8,064 shares; 2024Q4: 8,010 shares; 2025Q1: 8,056 shares; 2025Q2: 8,279 shares; 2025Q3: 8,285 shares; 2025Q4: 8,191 shares; 2026Q1: 8,276 shares; 2026Q2: 8,291 shares 8,291 $3.09M 0.25% +15 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,063 shares; 2024Q4: 64,581 shares; 2025Q1: 61,971 shares; 2025Q2: 61,988 shares; 2025Q3: 61,116 shares; 2025Q4: 60,874 shares; 2026Q1: 60,358 shares; 2026Q2: 60,349 shares 60,349 $3.04M 0.25% -9 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: 43,939 shares; 2024Q4: 45,680 shares; 2025Q1: 45,841 shares; 2025Q2: 41,888 shares; 2025Q3: 68,853 shares; 2025Q4: 69,148 shares; 2026Q1: 69,153 shares; 2026Q2: 60,831 shares 60,831 $2.74M 0.22% -8,322 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: 59,226 shares; 2024Q4: 55,431 shares; 2025Q1: 54,844 shares; 2025Q2: 54,433 shares; 2025Q3: 53,535 shares; 2025Q4: 52,544 shares; 2026Q1: 51,430 shares; 2026Q2: 49,663 shares 49,663 $2.5M 0.2% -1,767 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 771 shares; 2025Q1: 746 shares; 2025Q2: 2,313 shares; 2025Q3: 2,294 shares; 2025Q4: 2,029 shares; 2026Q1: 2,035 shares; 2026Q2: 2,069 shares 2,069 $2.43M 0.2% +34 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: 9,519 shares; 2024Q4: 9,694 shares; 2025Q1: 9,337 shares; 2025Q2: 9,002 shares; 2025Q3: 8,999 shares; 2025Q4: 9,933 shares; 2026Q1: 9,964 shares; 2026Q2: 10,082 shares 10,082 $2.4M 0.2% +118 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,818 shares; 2024Q4: 15,075 shares; 2025Q1: 14,399 shares; 2025Q2: 14,421 shares; 2025Q3: 14,444 shares; 2025Q4: 13,304 shares; 2026Q1: 12,669 shares; 2026Q2: 11,547 shares 11,547 $2.31M 0.19% -1,122 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: 6,517 shares; 2024Q4: 6,517 shares; 2025Q1: 6,257 shares; 2025Q2: 7,592 shares; 2025Q3: 7,580 shares; 2025Q4: 7,318 shares; 2026Q1: 7,319 shares; 2026Q2: 7,343 shares 7,343 $2.23M 0.18% +24 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD 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: 16,579 shares; 2026Q1: 29,349 shares; 2026Q2: 28,901 shares 28,901 $2.19M 0.18% -448 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: 28,947 shares; 2024Q4: 27,197 shares; 2025Q1: 26,946 shares; 2025Q2: 26,854 shares; 2025Q3: 26,408 shares; 2025Q4: 26,359 shares; 2026Q1: 25,140 shares; 2026Q2: 25,131 shares 25,131 $2.08M 0.17% -9 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,575 shares; 2024Q4: 38,223 shares; 2025Q1: 38,505 shares; 2025Q2: 39,979 shares; 2025Q3: 39,450 shares; 2025Q4: 39,255 shares; 2026Q1: 39,412 shares; 2026Q2: 38,438 shares 38,438 $1.99M 0.16% -974 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: 5,401 shares; 2024Q4: 5,371 shares; 2025Q1: 5,352 shares; 2025Q2: 5,340 shares; 2025Q3: 5,420 shares; 2025Q4: 5,433 shares; 2026Q1: 5,460 shares; 2026Q2: 5,475 shares 5,475 $1.96M 0.16% +15 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: not reported; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 617 shares; 2025Q4: 756 shares; 2026Q1: 2,050 shares; 2026Q2: 3,695 shares 3,695 $1.88M 0.15% +1,645 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: 4,789 shares; 2024Q4: 4,698 shares; 2025Q1: 4,620 shares; 2025Q2: 4,608 shares; 2025Q3: 4,429 shares; 2025Q4: 4,286 shares; 2026Q1: 4,124 shares; 2026Q2: 4,156 shares 4,156 $1.75M 0.14% +32 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,389 shares; 2024Q4: 42,509 shares; 2025Q1: 40,644 shares; 2025Q2: 39,695 shares; 2025Q3: 40,091 shares; 2025Q4: 35,071 shares; 2026Q1: 35,375 shares; 2026Q2: 34,144 shares 34,144 $1.65M 0.13% -1,231 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: 29,747 shares; 2024Q4: 22,243 shares; 2025Q1: 19,306 shares; 2025Q2: 19,065 shares; 2025Q3: 17,637 shares; 2025Q4: 17,238 shares; 2026Q1: 16,482 shares; 2026Q2: 16,371 shares 16,371 $1.58M 0.13% -111 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: 3,435 shares; 2024Q4: 3,435 shares; 2025Q1: 3,510 shares; 2025Q2: 3,023 shares; 2025Q3: 3,007 shares; 2025Q4: 3,032 shares; 2026Q1: 2,971 shares; 2026Q2: 17,826 shares 17,826 $1.54M 0.12% +14,855 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: 7,871 shares; 2024Q4: 9,371 shares; 2025Q1: 7,184 shares; 2025Q2: 7,184 shares; 2025Q3: 7,184 shares; 2025Q4: 7,291 shares; 2026Q1: 7,184 shares; 2026Q2: 7,184 shares 7,184 $1.53M 0.12% 0 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: 5,207 shares; 2024Q4: 5,196 shares; 2025Q1: 5,143 shares; 2025Q2: 5,337 shares; 2025Q3: 5,438 shares; 2025Q4: 5,331 shares; 2026Q1: 6,641 shares; 2026Q2: 7,234 shares 7,234 $1.45M 0.12% +593 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,077 shares; 2024Q4: 13,077 shares; 2025Q1: 13,249 shares; 2025Q2: 13,254 shares; 2025Q3: 13,254 shares; 2025Q4: 13,300 shares; 2026Q1: 13,299 shares; 2026Q2: 13,298 shares 13,298 $1.42M 0.11% -1 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: 8,002 shares; 2024Q4: 7,873 shares; 2025Q1: 7,743 shares; 2025Q2: 7,639 shares; 2025Q3: 7,549 shares; 2025Q4: 8,391 shares; 2026Q1: 7,425 shares; 2026Q2: 7,424 shares 7,424 $1.41M 0.11% -1 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,969 shares; 2024Q4: 8,969 shares; 2025Q1: 8,969 shares; 2025Q2: 8,969 shares; 2025Q3: 8,969 shares; 2025Q4: 8,969 shares; 2026Q1: 8,969 shares; 2026Q2: 8,969 shares 8,969 $1.4M 0.11% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,083 shares; 2024Q4: 3,083 shares; 2025Q1: 3,083 shares; 2025Q2: 3,214 shares; 2025Q3: 2,819 shares; 2025Q4: 2,819 shares; 2026Q1: 2,819 shares; 2026Q2: 11,276 shares 11,276 $1.4M 0.11% +8,457 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: 3,332 shares; 2024Q4: 3,329 shares; 2025Q1: 3,411 shares; 2025Q2: 3,339 shares; 2025Q3: 3,284 shares; 2025Q4: 1,899 shares; 2026Q1: 1,819 shares; 2026Q2: 1,817 shares 1,817 $1.36M 0.11% -2 Timeline SPSB 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: 44,594 shares; 2024Q4: 43,633 shares; 2025Q1: 45,381 shares; 2025Q2: 45,186 shares; 2025Q3: 43,574 shares; 2025Q4: 43,561 shares; 2026Q1: 42,875 shares; 2026Q2: 42,750 shares 42,750 $1.28M 0.1% -125 Timeline SPEM 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: 24,985 shares; 2024Q4: 24,875 shares; 2025Q1: 24,844 shares; 2025Q2: 25,083 shares; 2025Q3: 24,131 shares; 2025Q4: 23,880 shares; 2026Q1: 22,359 shares; 2026Q2: 21,572 shares 21,572 $1.12M 0.09% -787 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,388 shares; 2024Q4: 14,390 shares; 2025Q1: 15,600 shares; 2025Q2: 15,572 shares; 2025Q3: 15,572 shares; 2025Q4: 15,572 shares; 2026Q1: 14,650 shares; 2026Q2: 20,703 shares 20,703 $1.12M 0.09% +6,053 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,255 shares; 2024Q4: 5,222 shares; 2025Q1: 5,075 shares; 2025Q2: 5,057 shares; 2025Q3: 4,085 shares; 2025Q4: 3,803 shares; 2026Q1: 3,758 shares; 2026Q2: 3,636 shares 3,636 $1.1M 0.09% -122 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: 4,824 shares; 2024Q4: 5,223 shares; 2025Q1: 5,382 shares; 2025Q2: 5,332 shares; 2025Q3: 5,182 shares; 2025Q4: 4,247 shares; 2026Q1: 4,211 shares; 2026Q2: 4,247 shares 4,247 $1.08M 0.09% +36 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: 17,722 shares; 2024Q4: 13,032 shares; 2025Q1: 12,627 shares; 2025Q2: 12,293 shares; 2025Q3: 12,266 shares; 2025Q4: 11,525 shares; 2026Q1: 11,040 shares; 2026Q2: 10,799 shares 10,799 $1.07M 0.09% -241 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: 13,505 shares; 2024Q4: 14,355 shares; 2025Q1: 14,512 shares; 2025Q2: 13,482 shares; 2025Q3: 23,833 shares; 2025Q4: 23,998 shares; 2026Q1: 24,134 shares; 2026Q2: 21,269 shares 21,269 $1.04M 0.08% -2,865 Timeline SCHH 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: 99,549 shares; 2024Q4: 79,789 shares; 2025Q1: 67,319 shares; 2025Q2: 64,626 shares; 2025Q3: 60,207 shares; 2025Q4: 50,662 shares; 2026Q1: 47,062 shares; 2026Q2: 43,791 shares 43,791 $1.04M 0.08% -3,271 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: 8,354 shares; 2024Q4: 8,568 shares; 2025Q1: 8,498 shares; 2025Q2: 8,827 shares; 2025Q3: 8,827 shares; 2025Q4: 8,777 shares; 2026Q1: 8,772 shares; 2026Q2: 8,782 shares 8,782 $1.02M 0.08% +10 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: 5,997 shares; 2024Q4: 5,997 shares; 2025Q1: 5,923 shares; 2025Q2: 7,594 shares; 2025Q3: 7,705 shares; 2025Q4: 7,547 shares; 2026Q1: 7,590 shares; 2026Q2: 7,699 shares 7,699 $1.02M 0.08% +109 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: 1,582 shares; 2024Q4: 1,583 shares; 2025Q1: 1,742 shares; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,622 shares; 2026Q1: 1,966 shares; 2026Q2: 1,788 shares 1,788 $1.01M 0.08% -178 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: 7,510 shares; 2024Q4: 7,503 shares; 2025Q1: 6,708 shares; 2025Q2: 6,708 shares; 2025Q3: 5,787 shares; 2025Q4: 6,077 shares; 2026Q1: 6,036 shares; 2026Q2: 6,039 shares 6,039 $954K 0.08% +3 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,484 shares; 2024Q4: 19,484 shares; 2025Q1: 19,470 shares; 2025Q2: 19,289 shares; 2025Q3: 17,806 shares; 2025Q4: 17,398 shares; 2026Q1: 17,257 shares; 2026Q2: 17,138 shares 17,138 $898K 0.07% -119 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,371 shares; 2024Q4: 3,372 shares; 2025Q1: 3,372 shares; 2025Q2: 3,676 shares; 2025Q3: 3,656 shares; 2025Q4: 3,657 shares; 2026Q1: 3,658 shares; 2026Q2: 3,658 shares 3,658 $887K 0.07% 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: 945 shares; 2024Q4: 945 shares; 2025Q1: 991 shares; 2025Q2: 997 shares; 2025Q3: 1,157 shares; 2025Q4: 1,144 shares; 2026Q1: 1,144 shares; 2026Q2: 1,179 shares 1,179 $869K 0.07% +35 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: 4,778 shares; 2024Q4: 4,978 shares; 2025Q1: 5,083 shares; 2025Q2: 5,010 shares; 2025Q3: 4,863 shares; 2025Q4: 6,101 shares; 2026Q1: 6,372 shares; 2026Q2: 6,148 shares 6,148 $841K 0.07% -224 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,518 shares; 2024Q4: 3,518 shares; 2025Q1: 3,561 shares; 2025Q2: 3,518 shares; 2025Q3: 3,518 shares; 2025Q4: 3,518 shares; 2026Q1: 3,529 shares; 2026Q2: 3,518 shares 3,518 $832K 0.07% -11 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: 3,408 shares; 2024Q4: 4,063 shares; 2025Q1: 4,063 shares; 2025Q2: 4,063 shares; 2025Q3: 3,681 shares; 2025Q4: 2,467 shares; 2026Q1: 2,806 shares; 2026Q2: 2,755 shares 2,755 $828K 0.07% -51 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; 2024Q3: 5,568 shares; 2024Q4: 5,569 shares; 2025Q1: 5,538 shares; 2025Q2: 5,458 shares; 2025Q3: 5,383 shares; 2025Q4: 5,331 shares; 2026Q1: 5,247 shares; 2026Q2: 5,204 shares 5,204 $803K 0.07% -43 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; 2024Q3: 3,663 shares; 2024Q4: 3,663 shares; 2025Q1: 3,166 shares; 2025Q2: 2,895 shares; 2025Q3: 2,895 shares; 2025Q4: 3,984 shares; 2026Q1: 3,977 shares; 2026Q2: 3,901 shares 3,901 $771K 0.06% -76 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: 12,743 shares; 2024Q4: 12,816 shares; 2025Q1: 6,874 shares; 2025Q2: 6,874 shares; 2025Q3: 6,874 shares; 2025Q4: 7,210 shares; 2026Q1: 7,022 shares; 2026Q2: 7,022 shares 7,022 $756K 0.06% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.06% 0 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: 12,937 shares; 2024Q4: 13,619 shares; 2025Q1: 13,635 shares; 2025Q2: 12,330 shares; 2025Q3: 12,327 shares; 2025Q4: 12,325 shares; 2026Q1: 11,952 shares; 2026Q2: 12,691 shares 12,691 $739K 0.06% +739 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,342 shares; 2024Q4: 2,600 shares; 2025Q1: 2,497 shares; 2025Q2: 2,197 shares; 2025Q3: 2,277 shares; 2025Q4: 2,072 shares; 2026Q1: 2,031 shares; 2026Q2: 2,075 shares 2,075 $733K 0.06% +44 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD 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: 4,509 shares; 2025Q4: 7,062 shares; 2026Q1: 7,062 shares; 2026Q2: 7,062 shares 7,062 $715K 0.06% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,641 shares; 2024Q4: 1,656 shares; 2025Q1: 1,639 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,338 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $688K 0.06% 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: 1,898 shares; 2024Q4: 1,898 shares; 2025Q1: 1,883 shares; 2025Q2: 1,873 shares; 2025Q3: 1,873 shares; 2025Q4: 1,858 shares; 2026Q1: 1,858 shares; 2026Q2: 1,858 shares 1,858 $679K 0.06% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,299 shares; 2024Q4: 4,659 shares; 2025Q1: 4,566 shares; 2025Q2: 4,566 shares; 2025Q3: 4,566 shares; 2025Q4: 4,566 shares; 2026Q1: 4,566 shares; 2026Q2: 4,566 shares 4,566 $675K 0.05% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,758 shares; 2024Q4: 1,823 shares; 2025Q1: 1,882 shares; 2025Q2: 1,883 shares; 2025Q3: 1,839 shares; 2025Q4: 1,897 shares; 2026Q1: 2,306 shares; 2026Q2: 2,312 shares 2,312 $650K 0.05% +6 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,530 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares; 2025Q4: 3,530 shares; 2026Q1: 3,530 shares; 2026Q2: 3,530 shares 3,530 $614K 0.05% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,954 shares; 2024Q4: 9,954 shares; 2025Q1: 10,027 shares; 2025Q2: 11,168 shares; 2025Q3: 12,076 shares; 2025Q4: 12,115 shares; 2026Q1: 12,214 shares; 2026Q2: 12,822 shares 12,822 $608K 0.05% +608 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: 1,797 shares; 2024Q4: 1,838 shares; 2025Q1: 2,509 shares; 2025Q2: 2,487 shares; 2025Q3: 2,309 shares; 2025Q4: 1,661 shares; 2026Q1: 1,894 shares; 2026Q2: 1,723 shares 1,723 $564K 0.05% -171 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: 1,567 shares; 2024Q4: 1,590 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,625 shares; 2026Q1: 1,615 shares; 2026Q2: 1,627 shares 1,627 $550K 0.04% +12 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,110 shares; 2024Q4: 6,610 shares; 2025Q1: 6,230 shares; 2025Q2: 6,170 shares; 2025Q3: 6,098 shares; 2025Q4: 6,112 shares; 2026Q1: 6,089 shares; 2026Q2: 6,112 shares 6,112 $536K 0.04% +23 Timeline SCHR 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: 10,721 shares; 2024Q4: 21,272 shares; 2025Q1: 21,312 shares; 2025Q2: 21,292 shares; 2025Q3: 21,338 shares; 2025Q4: 21,411 shares; 2026Q1: 21,449 shares; 2026Q2: 21,510 shares 21,510 $530K 0.04% +61 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: 9,671 shares; 2024Q4: 26,073 shares; 2025Q1: 25,513 shares; 2025Q2: 25,577 shares; 2025Q3: 25,582 shares; 2025Q4: 18,156 shares; 2026Q1: 18,157 shares; 2026Q2: 17,865 shares 17,865 $526K 0.04% -292 Timeline QNT QUANTINUUM INC More: the full row for QUANTINUUM 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: 6,411 shares 6,411 $524K 0.04% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares; 2026Q1: 2,110 shares; 2026Q2: 2,112 shares 2,112 $518K 0.04% +2 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,722 shares; 2024Q4: 4,631 shares; 2025Q1: 3,101 shares; 2025Q2: 3,101 shares; 2025Q3: 3,101 shares; 2025Q4: 3,128 shares; 2026Q1: 3,103 shares; 2026Q2: 3,103 shares 3,103 $511K 0.04% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 516 shares; 2026Q2: 521 shares 521 $503K 0.04% +5 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,307 shares; 2024Q4: 4,307 shares; 2025Q1: 4,269 shares; 2025Q2: 4,273 shares; 2025Q3: 4,283 shares; 2025Q4: 4,261 shares; 2026Q1: 4,261 shares; 2026Q2: 4,261 shares 4,261 $500K 0.04% 0 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; 2024Q3: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 1,891 shares; 2025Q2: 1,643 shares; 2025Q3: 1,697 shares; 2025Q4: 1,682 shares; 2026Q1: 1,575 shares; 2026Q2: 1,575 shares 1,575 $482K 0.04% 0 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: not reported; 2026Q1: 423 shares; 2026Q2: 432 shares 432 $460K 0.04% +9 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: 10,860 shares; 2024Q4: 10,860 shares; 2025Q1: 10,860 shares; 2025Q2: 10,860 shares; 2025Q3: 10,860 shares; 2025Q4: 10,860 shares; 2026Q1: 10,860 shares; 2026Q2: 10,860 shares 10,860 $453K 0.04% 0 Timeline SCHA 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: 8,516 shares; 2024Q4: 14,746 shares; 2025Q1: 12,996 shares; 2025Q2: 11,826 shares; 2025Q3: 11,789 shares; 2025Q4: 8,067 shares; 2026Q1: 11,932 shares; 2026Q2: 11,959 shares 11,959 $432K 0.04% +27 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: 2,078 shares; 2024Q4: 2,079 shares; 2025Q1: 2,080 shares; 2025Q2: 2,545 shares; 2025Q3: 2,518 shares; 2025Q4: 2,669 shares; 2026Q1: 2,475 shares; 2026Q2: 2,873 shares 2,873 $426K 0.03% +398 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,197 shares; 2024Q4: 3,810 shares; 2025Q1: 3,322 shares; 2025Q2: 3,386 shares; 2025Q3: 3,324 shares; 2025Q4: 2,980 shares; 2026Q1: 2,904 shares; 2026Q2: 2,893 shares 2,893 $424K 0.03% -11 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,598 shares; 2026Q2: 1,619 shares 1,619 $414K 0.03% +21 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: not reported; 2026Q1: not reported; 2026Q2: 354 shares 354 $409K 0.03% new 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: 289 shares; 2024Q4: 297 shares; 2025Q1: 327 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 324 shares; 2026Q1: 328 shares; 2026Q2: 340 shares 340 $408K 0.03% +12 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: 3,561 shares; 2025Q1: 3,582 shares; 2025Q2: 3,561 shares; 2025Q3: 3,373 shares; 2025Q4: 3,373 shares; 2026Q1: 3,348 shares; 2026Q2: 3,439 shares 3,439 $404K 0.03% +91 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,577 shares; 2025Q3: 2,612 shares; 2025Q4: 2,425 shares; 2026Q1: 2,449 shares; 2026Q2: 2,535 shares 2,535 $381K 0.03% +86 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: 2,933 shares; 2025Q3: not reported; 2025Q4: 4,904 shares; 2026Q1: 4,259 shares; 2026Q2: 3,593 shares 3,593 $373K 0.03% -666 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: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,741 shares; 2026Q1: 2,703 shares; 2026Q2: 2,703 shares 2,703 $372K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 773 shares; 2026Q2: 767 shares 767 $366K 0.03% -6 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; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 701 shares; 2026Q1: 701 shares; 2026Q2: 701 shares 701 $366K 0.03% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: 809 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,046 shares; 2025Q4: 1,201 shares; 2026Q1: 1,341 shares; 2026Q2: 1,353 shares 1,353 $366K 0.03% +12 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,490 shares; 2025Q1: 1,400 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: not reported; 2026Q2: 1,063 shares 1,063 $363K 0.03% new Timeline SDY 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: 2,291 shares; 2025Q1: 2,292 shares; 2025Q2: 2,293 shares; 2025Q3: 2,293 shares; 2025Q4: 2,293 shares; 2026Q1: 2,293 shares; 2026Q2: 2,293 shares 2,293 $349K 0.03% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares; 2025Q4: 1,079 shares; 2026Q1: 1,069 shares; 2026Q2: 1,074 shares 1,074 $338K 0.03% +5 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: 6,027 shares; 2024Q4: 6,168 shares; 2025Q1: 5,933 shares; 2025Q2: 5,921 shares; 2025Q3: 5,904 shares; 2025Q4: 5,458 shares; 2026Q1: 5,421 shares; 2026Q2: 5,499 shares 5,499 $324K 0.03% +78 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,401 shares; 2024Q4: 5,402 shares; 2025Q1: 5,303 shares; 2025Q2: 5,213 shares; 2025Q3: 5,163 shares; 2025Q4: 4,690 shares; 2026Q1: 4,562 shares; 2026Q2: 4,416 shares 4,416 $323K 0.03% -146 Timeline ESGD 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: 2,888 shares; 2025Q3: 2,991 shares; 2025Q4: 3,023 shares; 2026Q1: 3,026 shares; 2026Q2: 3,026 shares 3,026 $311K 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,358 shares; 2026Q1: 1,349 shares; 2026Q2: 1,354 shares 1,354 $299K 0.02% +5 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,013 shares; 2026Q2: 2,013 shares 2,013 $295K 0.02% 0 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: 2,986 shares; 2024Q4: 2,986 shares; 2025Q1: 3,014 shares; 2025Q2: 3,014 shares; 2025Q3: 1,374 shares; 2025Q4: 1,360 shares; 2026Q1: 1,332 shares; 2026Q2: 1,332 shares 1,332 $292K 0.02% 0 Timeline XLF 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: 4,902 shares; 2024Q4: 5,593 shares; 2025Q1: 5,297 shares; 2025Q2: 5,297 shares; 2025Q3: 5,585 shares; 2025Q4: 5,292 shares; 2026Q1: 5,292 shares; 2026Q2: 5,292 shares 5,292 $284K 0.02% 0 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: 1,801 shares; 2024Q4: 1,801 shares; 2025Q1: 2,138 shares; 2025Q2: 1,809 shares; 2025Q3: 1,819 shares; 2025Q4: 1,754 shares; 2026Q1: 1,754 shares; 2026Q2: 1,754 shares 1,754 $278K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,875 shares; 2024Q4: 5,841 shares; 2025Q1: 5,782 shares; 2025Q2: 5,759 shares; 2025Q3: 5,728 shares; 2025Q4: 5,670 shares; 2026Q1: 11,284 shares; 2026Q2: 6,265 shares 6,265 $265K 0.02% -5,019 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: 393 shares; 2024Q4: 266 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 281 shares; 2026Q2: 281 shares 281 $263K 0.02% 0 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: 6,747 shares; 2024Q4: 6,747 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,747 shares; 2025Q4: 6,747 shares; 2026Q1: 6,747 shares; 2026Q2: 6,747 shares 6,747 $262K 0.02% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,941 shares; 2026Q1: 1,941 shares; 2026Q2: 2,002 shares 2,002 $257K 0.02% +61 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,927 shares; 2026Q1: 2,019 shares; 2026Q2: 2,024 shares 2,024 $256K 0.02% +5 Timeline SCHV 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: 5,258 shares; 2024Q4: 14,574 shares; 2025Q1: 15,029 shares; 2025Q2: 15,029 shares; 2025Q3: 15,029 shares; 2025Q4: 14,109 shares; 2026Q1: 14,109 shares; 2026Q2: 7,296 shares 7,296 $254K 0.02% -6,813 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,275 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,606 shares; 2026Q1: 2,606 shares; 2026Q2: 2,632 shares 2,632 $252K 0.02% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 665 shares; 2025Q3: 711 shares; 2025Q4: 691 shares; 2026Q1: 683 shares; 2026Q2: 683 shares 683 $252K 0.02% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,363 shares; 2024Q4: 5,363 shares; 2025Q1: 5,286 shares; 2025Q2: 5,207 shares; 2025Q3: 4,587 shares; 2025Q4: 4,565 shares; 2026Q1: 4,505 shares; 2026Q2: 4,446 shares 4,446 $239K 0.02% -59 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 5,253 shares; 2025Q3: 5,269 shares; 2025Q4: 4,401 shares; 2026Q1: 4,405 shares; 2026Q2: 4,552 shares 4,552 $232K 0.02% +147 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,019 shares 1,019 $228K 0.02% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,799 shares; 2024Q4: 2,374 shares; 2025Q1: 2,017 shares; 2025Q2: 1,695 shares; 2025Q3: 1,643 shares; 2025Q4: 1,631 shares; 2026Q1: 1,650 shares; 2026Q2: 1,683 shares 1,683 $228K 0.02% +33 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 1,017 shares 1,017 $225K 0.02% new Timeline ESGE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,965 shares 3,965 $217K 0.02% new Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I 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: 3,180 shares 3,180 $213K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 294 shares 294 $213K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,581 shares 2,581 $208K 0.02% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA 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: not reported; 2026Q2: 2,831 shares 2,831 $204K 0.02% new Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,767 shares 1,767 $202K 0.02% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,113 shares 1,113 $201K 0.02% new Timeline