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: 1,821,303 shares; 2024Q4: 2,316,725 shares; 2025Q1: 2,893,839 shares; 2025Q2: 3,095,429 shares; 2025Q3: 4,561,445 shares; 2025Q4: 5,320,698 shares; 2026Q1: 6,125,950 shares; 2026Q2: 5,198,745 shares 5,198,745 $426M 16.55% -927,205 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: 16,489 shares; 2024Q4: 13,689 shares; 2025Q1: 259,222 shares; 2025Q2: 559,179 shares; 2025Q3: 974,237 shares; 2025Q4: 1,355,176 shares; 2026Q1: 1,586,355 shares; 2026Q2: 2,329,592 shares 2,329,592 $192M 7.45% +743,237 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: 2,425,472 shares; 2024Q4: 3,120,221 shares; 2025Q1: 3,302,605 shares; 2025Q2: 2,804,100 shares; 2025Q3: 3,779,194 shares; 2025Q4: 3,968,477 shares; 2026Q1: 4,167,029 shares; 2026Q2: 4,528,406 shares 4,528,406 $187M 7.26% +361,377 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: not reported; 2025Q1: 478,614 shares; 2025Q2: 981,440 shares; 2025Q3: 1,897,295 shares; 2025Q4: 2,744,210 shares; 2026Q1: 3,143,873 shares; 2026Q2: 4,713,950 shares 4,713,950 $186M 7.24% +1,570,077 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: 565,845 shares; 2024Q4: 809,302 shares; 2025Q1: 1,085,893 shares; 2025Q2: 1,192,294 shares; 2025Q3: 1,857,715 shares; 2025Q4: 2,484,523 shares; 2026Q1: 2,991,136 shares; 2026Q2: 3,637,085 shares 3,637,085 $174M 6.75% +645,949 Timeline DFCF 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: 846,867 shares; 2024Q4: 1,059,408 shares; 2025Q1: 1,233,190 shares; 2025Q2: 1,352,097 shares; 2025Q3: 2,054,869 shares; 2025Q4: 2,700,637 shares; 2026Q1: 3,247,685 shares; 2026Q2: 3,833,356 shares 3,833,356 $162M 6.29% +585,671 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: 1,469,146 shares; 2024Q4: 1,820,815 shares; 2025Q1: 2,078,756 shares; 2025Q2: 1,971,067 shares; 2025Q3: 2,739,217 shares; 2025Q4: 3,034,490 shares; 2026Q1: 3,229,392 shares; 2026Q2: 3,080,099 shares 3,080,099 $124M 4.81% -149,293 Timeline DUSB 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: 239,012 shares; 2024Q4: 389,346 shares; 2025Q1: 530,007 shares; 2025Q2: 608,625 shares; 2025Q3: 955,780 shares; 2025Q4: 1,285,274 shares; 2026Q1: 1,514,370 shares; 2026Q2: 1,866,250 shares 1,866,250 $94.8M 3.68% +351,880 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: 14,585 shares; 2024Q4: 14,593 shares; 2025Q1: 212,007 shares; 2025Q2: 439,088 shares; 2025Q3: 779,236 shares; 2025Q4: 1,094,980 shares; 2026Q1: 1,323,440 shares; 2026Q2: 1,893,297 shares 1,893,297 $79M 3.07% +569,857 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: 467,443 shares; 2024Q4: 614,910 shares; 2025Q1: 658,210 shares; 2025Q2: 592,957 shares; 2025Q3: 780,394 shares; 2025Q4: 825,294 shares; 2026Q1: 872,659 shares; 2026Q2: 1,179,895 shares 1,179,895 $63.7M 2.48% +307,236 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: 4,536 shares; 2024Q4: 9,771 shares; 2025Q1: 26,608 shares; 2025Q2: 46,037 shares; 2025Q3: 74,804 shares; 2025Q4: 98,538 shares; 2026Q1: 122,023 shares; 2026Q2: 725,524 shares 725,524 $62.5M 2.43% +603,501 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: 749,134 shares; 2024Q4: 970,364 shares; 2025Q1: 1,110,962 shares; 2025Q2: 1,054,361 shares; 2025Q3: 1,582,489 shares; 2025Q4: 1,909,269 shares; 2026Q1: 2,117,477 shares; 2026Q2: 2,326,002 shares 2,326,002 $60.8M 2.36% +208,525 Timeline DFIS 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: 381,079 shares; 2024Q4: 505,121 shares; 2025Q1: 608,357 shares; 2025Q2: 636,289 shares; 2025Q3: 893,588 shares; 2025Q4: 1,036,706 shares; 2026Q1: 1,118,643 shares; 2026Q2: 1,635,368 shares 1,635,368 $57.3M 2.23% +516,725 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: 270,486 shares; 2024Q4: 414,055 shares; 2025Q1: 380,846 shares; 2025Q2: 239,147 shares; 2025Q3: 258,988 shares; 2025Q4: 178,024 shares; 2026Q1: 146,649 shares; 2026Q2: 1,268,143 shares 1,268,143 $54.1M 2.1% +1,121,494 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: 27,528 shares; 2024Q4: 41,973 shares; 2025Q1: 56,434 shares; 2025Q2: 55,155 shares; 2025Q3: 194,692 shares; 2025Q4: 276,812 shares; 2026Q1: 245,390 shares; 2026Q2: 234,709 shares 234,709 $47M 1.82% -10,681 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: 54,126 shares; 2024Q4: 72,492 shares; 2025Q1: 78,358 shares; 2025Q2: 68,643 shares; 2025Q3: 94,729 shares; 2025Q4: 95,865 shares; 2026Q1: 119,196 shares; 2026Q2: 122,124 shares 122,124 $45.2M 1.76% +2,928 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: 62,570 shares; 2024Q4: 75,023 shares; 2025Q1: 101,001 shares; 2025Q2: 103,964 shares; 2025Q3: 113,252 shares; 2025Q4: 131,129 shares; 2026Q1: 133,545 shares; 2026Q2: 126,099 shares 126,099 $36.5M 1.42% -7,446 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: 1,151,367 shares; 2024Q4: 1,518,933 shares; 2025Q1: 1,360,879 shares; 2025Q2: 954,172 shares; 2025Q3: 1,005,619 shares; 2025Q4: 663,011 shares; 2026Q1: 573,822 shares; 2026Q2: 326,498 shares 326,498 $18M 0.7% -247,324 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: 806,952 shares; 2024Q4: 777,582 shares; 2025Q1: 744,697 shares; 2025Q2: 308,301 shares; 2025Q3: 511,049 shares; 2025Q4: 426,588 shares; 2026Q1: 439,940 shares; 2026Q2: 396,464 shares 396,464 $17.6M 0.68% -43,476 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: 12,589 shares; 2024Q4: 16,009 shares; 2025Q1: 24,096 shares; 2025Q2: 25,057 shares; 2025Q3: 28,962 shares; 2025Q4: 30,791 shares; 2026Q1: 35,006 shares; 2026Q2: 37,854 shares 37,854 $14.1M 0.55% +2,848 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: 26,165 shares; 2024Q4: 50,896 shares; 2025Q1: 113,231 shares; 2025Q2: 85,817 shares; 2025Q3: 109,288 shares; 2025Q4: 128,852 shares; 2026Q1: 185,616 shares; 2026Q2: 171,731 shares 171,731 $12.6M 0.49% -13,885 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: 79,733 shares; 2024Q4: 178,556 shares; 2025Q1: 174,533 shares; 2025Q2: 164,721 shares; 2025Q3: 161,255 shares; 2025Q4: 155,937 shares; 2026Q1: 153,329 shares; 2026Q2: 147,074 shares 147,074 $12.6M 0.49% -6,255 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: 4,564 shares; 2024Q4: 7,829 shares; 2025Q1: 5,449 shares; 2025Q2: 20,576 shares; 2025Q3: 21,279 shares; 2025Q4: 33,295 shares; 2026Q1: 30,982 shares; 2026Q2: 32,554 shares 32,554 $12.3M 0.48% +1,572 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,970 shares; 2024Q4: 45,460 shares; 2025Q1: 40,295 shares; 2025Q2: 29,832 shares; 2025Q3: 68,324 shares; 2025Q4: 83,960 shares; 2026Q1: 87,932 shares; 2026Q2: 119,099 shares 119,099 $12M 0.47% +31,167 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: 33,455 shares; 2024Q4: 37,749 shares; 2025Q1: 36,511 shares; 2025Q2: 35,891 shares; 2025Q3: 76,534 shares; 2025Q4: 97,303 shares; 2026Q1: 150,469 shares; 2026Q2: 159,948 shares 159,948 $11.4M 0.44% +9,479 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: 7,051 shares; 2024Q4: 8,278 shares; 2025Q1: 11,433 shares; 2025Q2: 10,483 shares; 2025Q3: 15,793 shares; 2025Q4: 15,994 shares; 2026Q1: 16,776 shares; 2026Q2: 16,287 shares 16,287 $11.2M 0.43% -489 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: 1,133,699 shares; 2024Q4: 1,474,428 shares; 2025Q1: 1,297,883 shares; 2025Q2: 782,502 shares; 2025Q3: 876,671 shares; 2025Q4: 617,486 shares; 2026Q1: 521,248 shares; 2026Q2: 287,747 shares 287,747 $11.2M 0.43% -233,501 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: 23,956 shares; 2024Q4: 23,956 shares; 2025Q1: 58,953 shares; 2025Q2: 139,825 shares; 2025Q3: 148,243 shares; 2025Q4: 152,203 shares; 2026Q1: 219,760 shares; 2026Q2: 194,759 shares 194,759 $10.1M 0.39% -25,001 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: 17,902 shares; 2024Q4: 24,153 shares; 2025Q1: 30,973 shares; 2025Q2: 32,782 shares; 2025Q3: 34,250 shares; 2025Q4: 39,919 shares; 2026Q1: 37,144 shares; 2026Q2: 41,967 shares 41,967 $10M 0.39% +4,823 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: 7,434 shares; 2024Q4: 16,406 shares; 2025Q1: 24,652 shares; 2025Q2: 27,635 shares; 2025Q3: 28,096 shares; 2025Q4: 30,398 shares; 2026Q1: 29,227 shares; 2026Q2: 27,056 shares 27,056 $9.67M 0.38% -2,171 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: 7,411 shares; 2024Q4: 9,873 shares; 2025Q1: 8,918 shares; 2025Q2: 8,143 shares; 2025Q3: 8,715 shares; 2025Q4: 21,510 shares; 2026Q1: 20,894 shares; 2026Q2: 22,272 shares 22,272 $9.37M 0.36% +1,378 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: 10,313 shares; 2024Q4: 18,232 shares; 2025Q1: 21,278 shares; 2025Q2: 15,382 shares; 2025Q3: 20,896 shares; 2025Q4: 25,779 shares; 2026Q1: 33,431 shares; 2026Q2: 40,369 shares 40,369 $8.8M 0.34% +6,938 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: 10,159 shares; 2024Q4: 16,354 shares; 2025Q1: 19,691 shares; 2025Q2: 17,906 shares; 2025Q3: 25,973 shares; 2025Q4: 43,627 shares; 2026Q1: 88,844 shares; 2026Q2: 110,616 shares 110,616 $8.62M 0.33% +21,772 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: 4,777 shares; 2024Q4: 5,946 shares; 2025Q1: 7,683 shares; 2025Q2: 9,013 shares; 2025Q3: 15,641 shares; 2025Q4: 19,741 shares; 2026Q1: 25,834 shares; 2026Q2: 28,408 shares 28,408 $8.61M 0.33% +2,574 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: 11,938 shares; 2024Q4: not reported; 2025Q1: 12,430 shares; 2025Q2: 12,815 shares; 2025Q3: 13,540 shares; 2025Q4: 13,371 shares; 2026Q1: 13,885 shares; 2026Q2: 13,768 shares 13,768 $6.89M 0.27% -117 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: not reported; 2024Q4: 15,585 shares; 2025Q1: 32,203 shares; 2025Q2: 28,917 shares; 2025Q3: 34,932 shares; 2025Q4: 56,247 shares; 2026Q1: 114,109 shares; 2026Q2: 129,700 shares 129,700 $6.05M 0.23% +15,591 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: 7,297 shares; 2024Q4: 8,461 shares; 2025Q1: not reported; 2025Q2: 6,684 shares; 2025Q3: 7,429 shares; 2025Q4: 8,214 shares; 2026Q1: 8,355 shares; 2026Q2: 8,200 shares 8,200 $6.04M 0.23% -155 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: 30,445 shares; 2024Q4: 52,920 shares; 2025Q1: 56,583 shares; 2025Q2: 51,082 shares; 2025Q3: 60,124 shares; 2025Q4: 70,118 shares; 2026Q1: 90,779 shares; 2026Q2: 100,804 shares 100,804 $6.02M 0.23% +10,025 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: 4,746 shares; 2024Q4: 10,044 shares; 2025Q1: 11,330 shares; 2025Q2: 11,391 shares; 2025Q3: 13,985 shares; 2025Q4: 14,090 shares; 2026Q1: 16,254 shares; 2026Q2: 16,270 shares 16,270 $5.75M 0.22% +16 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: 1,640 shares; 2024Q4: 1,974 shares; 2025Q1: 1,701 shares; 2025Q2: 3,114 shares; 2025Q3: 3,582 shares; 2025Q4: 3,209 shares; 2026Q1: 4,963 shares; 2026Q2: 5,180 shares 5,180 $5.52M 0.21% +217 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: 4,940 shares; 2024Q4: 4,958 shares; 2025Q1: 5,156 shares; 2025Q2: 7,377 shares; 2025Q3: 44,552 shares; 2025Q4: 64,152 shares; 2026Q1: 76,596 shares; 2026Q2: 107,262 shares 107,262 $5.18M 0.2% +30,666 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: 4,549 shares; 2024Q4: 5,237 shares; 2025Q1: 5,891 shares; 2025Q2: 6,170 shares; 2025Q3: 7,027 shares; 2025Q4: 10,196 shares; 2026Q1: 8,847 shares; 2026Q2: 8,907 shares 8,907 $5.02M 0.19% +60 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: 3,952 shares; 2024Q4: 3,829 shares; 2025Q1: 3,539 shares; 2025Q2: 6,004 shares; 2025Q3: 22,916 shares; 2025Q4: 29,743 shares; 2026Q1: 35,327 shares; 2026Q2: 46,531 shares 46,531 $4.95M 0.19% +11,204 Timeline VUSB 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: 6,725 shares; 2024Q4: 13,982 shares; 2025Q1: 20,373 shares; 2025Q2: 20,050 shares; 2025Q3: 32,645 shares; 2025Q4: 41,183 shares; 2026Q1: 66,733 shares; 2026Q2: 94,101 shares 94,101 $4.68M 0.18% +27,368 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: 1,162 shares; 2025Q4: 3,508 shares; 2026Q1: 3,508 shares; 2026Q2: 3,918 shares 3,918 $4.52M 0.18% +410 Timeline DFGP 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: 872 shares; 2025Q4: 484 shares; 2026Q1: 1,034 shares; 2026Q2: 75,160 shares 75,160 $4.09M 0.16% +74,126 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,670 shares; 2024Q4: 2,260 shares; 2025Q1: 13,521 shares; 2025Q2: 14,778 shares; 2025Q3: 12,133 shares; 2025Q4: 11,686 shares; 2026Q1: 9,735 shares; 2026Q2: 10,936 shares 10,936 $3.86M 0.15% +1,201 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: 2,779 shares; 2024Q4: 4,969 shares; 2025Q1: 4,952 shares; 2025Q2: 4,247 shares; 2025Q3: 3,794 shares; 2025Q4: 7,810 shares; 2026Q1: 7,834 shares; 2026Q2: 6,595 shares 6,595 $3.83M 0.15% -1,239 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: 58,091 shares; 2024Q4: 58,871 shares; 2025Q1: 59,864 shares; 2025Q2: 14,865 shares; 2025Q3: 73,241 shares; 2025Q4: 73,217 shares; 2026Q1: 91,374 shares; 2026Q2: 90,870 shares 90,870 $3.39M 0.13% -504 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: 1,133 shares; 2024Q4: 1,868 shares; 2025Q1: 1,731 shares; 2025Q2: 1,810 shares; 2025Q3: 2,166 shares; 2025Q4: 3,532 shares; 2026Q1: 4,481 shares; 2026Q2: 4,382 shares 4,382 $3.27M 0.13% -99 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: 16,245 shares; 2024Q4: 19,255 shares; 2025Q1: 25,538 shares; 2025Q2: 33,291 shares; 2025Q3: 52,358 shares; 2025Q4: 54,171 shares; 2026Q1: 72,217 shares; 2026Q2: 63,917 shares 63,917 $3.21M 0.12% -8,300 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,002 shares; 2025Q1: 8,482 shares; 2025Q2: 12,418 shares; 2025Q3: 22,085 shares; 2025Q4: 25,351 shares; 2026Q1: 35,913 shares; 2026Q2: 31,614 shares 31,614 $3.18M 0.12% -4,299 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: 13,132 shares; 2024Q4: 13,960 shares; 2025Q1: 13,781 shares; 2025Q2: 13,596 shares; 2025Q3: 14,404 shares; 2025Q4: 5,308 shares; 2026Q1: 10,616 shares; 2026Q2: 10,119 shares 10,119 $3.07M 0.12% -497 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: 11,308 shares; 2025Q1: 7,471 shares; 2025Q2: 7,836 shares; 2025Q3: 7,671 shares; 2025Q4: 7,737 shares; 2026Q1: 6,876 shares; 2026Q2: 7,003 shares 7,003 $3.03M 0.12% +127 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares; 2026Q2: 60,972 shares 60,972 $3.02M 0.12% +59,524 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: 30,573 shares; 2024Q4: 30,966 shares; 2025Q1: 32,365 shares; 2025Q2: 14,549 shares; 2025Q3: 40,624 shares; 2025Q4: 41,639 shares; 2026Q1: 73,833 shares; 2026Q2: 71,312 shares 71,312 $2.9M 0.11% -2,521 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: 13,449 shares; 2024Q4: 19,612 shares; 2025Q1: 15,362 shares; 2025Q2: 9,761 shares; 2025Q3: 16,456 shares; 2025Q4: 21,316 shares; 2026Q1: 31,055 shares; 2026Q2: 29,328 shares 29,328 $2.83M 0.11% -1,727 Timeline SOXX 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: 453 shares; 2025Q4: 2,886 shares; 2026Q1: 4,475 shares; 2026Q2: 4,356 shares 4,356 $2.79M 0.11% -119 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: 1,493 shares; 2024Q4: 2,977 shares; 2025Q1: 2,978 shares; 2025Q2: 4,519 shares; 2025Q3: 6,589 shares; 2025Q4: 6,752 shares; 2026Q1: 7,439 shares; 2026Q2: 8,305 shares 8,305 $2.72M 0.11% +866 Timeline JMST 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: 4,765 shares; 2024Q4: 4,765 shares; 2025Q1: 4,549 shares; 2025Q2: 9,245 shares; 2025Q3: 29,107 shares; 2025Q4: 39,096 shares; 2026Q1: 39,321 shares; 2026Q2: 52,750 shares 52,750 $2.69M 0.1% +13,429 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: 1,016 shares; 2024Q4: 1,493 shares; 2025Q1: 1,659 shares; 2025Q2: 1,677 shares; 2025Q3: 2,154 shares; 2025Q4: 2,092 shares; 2026Q1: 2,380 shares; 2026Q2: 2,872 shares 2,872 $2.69M 0.1% +492 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 2,490 shares; 2025Q1: 2,747 shares; 2025Q2: 2,895 shares; 2025Q3: 3,288 shares; 2025Q4: 3,539 shares; 2026Q1: 3,010 shares; 2026Q2: 14,197 shares 14,197 $2.62M 0.1% +11,187 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: 2,592 shares; 2024Q4: 40,059 shares; 2025Q1: 53,026 shares; 2025Q2: 49,405 shares; 2025Q3: 71,056 shares; 2025Q4: 59,602 shares; 2026Q1: 81,924 shares; 2026Q2: 82,129 shares 82,129 $2.6M 0.1% +205 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: 1,491 shares; 2024Q4: 1,529 shares; 2025Q1: 1,998 shares; 2025Q2: 2,134 shares; 2025Q3: 2,146 shares; 2025Q4: 2,616 shares; 2026Q1: 3,345 shares; 2026Q2: 3,455 shares 3,455 $2.59M 0.1% +110 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: 9,239 shares; 2024Q4: 9,892 shares; 2025Q1: 9,755 shares; 2025Q2: 9,793 shares; 2025Q3: 11,085 shares; 2025Q4: 11,309 shares; 2026Q1: 11,412 shares; 2026Q2: 12,122 shares 12,122 $2.58M 0.1% +710 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: 6,830 shares; 2024Q4: 30,366 shares; 2025Q1: 33,445 shares; 2025Q2: 23,369 shares; 2025Q3: 28,150 shares; 2025Q4: 38,243 shares; 2026Q1: 49,322 shares; 2026Q2: 84,516 shares 84,516 $2.49M 0.1% +35,194 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: 678 shares; 2024Q4: 711 shares; 2025Q1: 732 shares; 2025Q2: 751 shares; 2025Q3: 786 shares; 2025Q4: 796 shares; 2026Q1: 822 shares; 2026Q2: 8,034 shares 8,034 $2.42M 0.09% +7,212 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: 2,820 shares; 2024Q4: 8,972 shares; 2025Q1: 7,674 shares; 2025Q2: 10,752 shares; 2025Q3: 9,749 shares; 2025Q4: 10,416 shares; 2026Q1: 8,648 shares; 2026Q2: 9,301 shares 9,301 $2.36M 0.09% +653 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: 25,973 shares; 2024Q4: 26,966 shares; 2025Q1: 24,742 shares; 2025Q2: 22,860 shares; 2025Q3: 25,073 shares; 2025Q4: 23,797 shares; 2026Q1: 25,360 shares; 2026Q2: 26,295 shares 26,295 $2.31M 0.09% +935 Timeline VFQY 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: 2,430 shares; 2024Q4: 2,534 shares; 2025Q1: 2,747 shares; 2025Q2: 2,309 shares; 2025Q3: 6,022 shares; 2025Q4: 7,914 shares; 2026Q1: 12,064 shares; 2026Q2: 13,100 shares 13,100 $2.23M 0.09% +1,036 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: 1,854 shares; 2024Q4: 9,530 shares; 2025Q1: 9,530 shares; 2025Q2: 8,414 shares; 2025Q3: 9,545 shares; 2025Q4: 9,668 shares; 2026Q1: 9,844 shares; 2026Q2: 9,016 shares 9,016 $2.22M 0.09% -828 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: 2,140 shares; 2024Q4: 5,752 shares; 2025Q1: 4,921 shares; 2025Q2: 3,011 shares; 2025Q3: 5,403 shares; 2025Q4: 7,832 shares; 2026Q1: 12,248 shares; 2026Q2: 14,171 shares 14,171 $2.19M 0.08% +1,923 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: 2,192 shares; 2024Q4: 2,425 shares; 2025Q1: 2,388 shares; 2025Q2: 3,019 shares; 2025Q3: 2,816 shares; 2025Q4: 2,953 shares; 2026Q1: 1,649 shares; 2026Q2: 1,796 shares 1,796 $2.15M 0.08% +147 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: 18,764 shares; 2024Q4: 11,248 shares; 2025Q1: 22,826 shares; 2025Q2: 28,361 shares; 2025Q3: 30,187 shares; 2025Q4: 27,464 shares; 2026Q1: 33,339 shares; 2026Q2: 30,205 shares 30,205 $2.11M 0.08% -3,134 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: not reported; 2024Q4: 11,888 shares; 2025Q1: 16,230 shares; 2025Q2: 19,831 shares; 2025Q3: 35,430 shares; 2025Q4: 49,006 shares; 2026Q1: 48,776 shares; 2026Q2: 74,165 shares 74,165 $2.05M 0.08% +25,389 Timeline FTMA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 223,241 shares 223,241 $2.04M 0.08% 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: 6,714 shares; 2025Q1: 8,323 shares; 2025Q2: 9,498 shares; 2025Q3: 10,172 shares; 2025Q4: 11,268 shares; 2026Q1: 23,136 shares; 2026Q2: 24,098 shares 24,098 $2M 0.08% +962 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: 1,126 shares; 2024Q4: 1,632 shares; 2025Q1: 1,777 shares; 2025Q2: 1,964 shares; 2025Q3: 3,076 shares; 2025Q4: 3,341 shares; 2026Q1: 4,814 shares; 2026Q2: 6,523 shares 6,523 $1.96M 0.08% +1,709 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 37,663 shares 37,663 $1.89M 0.07% new 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: 6,133 shares; 2025Q1: 4,666 shares; 2025Q2: 6,400 shares; 2025Q3: 6,682 shares; 2025Q4: 22,563 shares; 2026Q1: 15,823 shares; 2026Q2: 15,999 shares 15,999 $1.87M 0.07% +176 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: not reported; 2024Q4: 11,206 shares; 2025Q1: 10,678 shares; 2025Q2: 22,026 shares; 2025Q3: 12,531 shares; 2025Q4: 11,657 shares; 2026Q1: 11,606 shares; 2026Q2: 11,776 shares 11,776 $1.86M 0.07% +170 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: 1,796 shares; 2024Q4: 2,550 shares; 2025Q1: 2,499 shares; 2025Q2: 3,695 shares; 2025Q3: 4,714 shares; 2025Q4: 6,094 shares; 2026Q1: 6,474 shares; 2026Q2: 7,203 shares 7,203 $1.81M 0.07% +729 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: 3,111 shares; 2024Q4: 5,579 shares; 2025Q1: 6,493 shares; 2025Q2: 7,614 shares; 2025Q3: 13,195 shares; 2025Q4: 13,840 shares; 2026Q1: 16,492 shares; 2026Q2: 12,217 shares 12,217 $1.79M 0.07% -4,275 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: 17,875 shares; 2024Q4: 16,676 shares; 2025Q1: 16,757 shares; 2025Q2: 16,137 shares; 2025Q3: 20,343 shares; 2025Q4: 20,941 shares; 2026Q1: 19,917 shares; 2026Q2: 19,437 shares 19,437 $1.76M 0.07% -480 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,549 shares; 2025Q3: 4,745 shares; 2025Q4: 7,700 shares; 2026Q1: 13,875 shares; 2026Q2: 17,667 shares 17,667 $1.73M 0.07% +3,792 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,509 shares; 2024Q4: 3,630 shares; 2025Q1: 2,957 shares; 2025Q2: 2,994 shares; 2025Q3: 2,924 shares; 2025Q4: 2,720 shares; 2026Q1: 4,313 shares; 2026Q2: 4,259 shares 4,259 $1.69M 0.07% -54 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: 1,450 shares; 2025Q1: 1,382 shares; 2025Q2: 1,600 shares; 2025Q3: 1,967 shares; 2025Q4: 3,514 shares; 2026Q1: 2,945 shares; 2026Q2: 2,280 shares 2,280 $1.65M 0.06% -665 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: 4,297 shares; 2024Q4: 5,709 shares; 2025Q1: not reported; 2025Q2: 6,308 shares; 2025Q3: 8,026 shares; 2025Q4: 7,555 shares; 2026Q1: 8,103 shares; 2026Q2: 8,312 shares 8,312 $1.58M 0.06% +209 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 11,438 shares 11,438 $1.56M 0.06% new 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: 8,063 shares; 2024Q4: 9,278 shares; 2025Q1: 9,818 shares; 2025Q2: 10,935 shares; 2025Q3: 11,434 shares; 2025Q4: 12,223 shares; 2026Q1: 11,329 shares; 2026Q2: 12,102 shares 12,102 $1.56M 0.06% +773 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: 1,596 shares; 2024Q4: 1,787 shares; 2025Q1: 1,970 shares; 2025Q2: 2,096 shares; 2025Q3: 2,561 shares; 2025Q4: 27,708 shares; 2026Q1: 24,385 shares; 2026Q2: 21,636 shares 21,636 $1.54M 0.06% -2,749 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: 4,164 shares; 2024Q4: 6,380 shares; 2025Q1: 6,568 shares; 2025Q2: 7,648 shares; 2025Q3: 8,701 shares; 2025Q4: 7,554 shares; 2026Q1: 7,257 shares; 2026Q2: 9,300 shares 9,300 $1.54M 0.06% +2,043 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,620 shares; 2025Q2: 10,710 shares; 2025Q3: 11,571 shares; 2025Q4: 17,386 shares; 2026Q1: 28,590 shares; 2026Q2: 33,535 shares 33,535 $1.51M 0.06% +4,945 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: 4,051 shares; 2025Q1: 5,701 shares; 2025Q2: 10,460 shares; 2025Q3: 10,405 shares; 2025Q4: 9,470 shares; 2026Q1: 12,784 shares; 2026Q2: 12,881 shares 12,881 $1.46M 0.06% +97 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: 1,625 shares; 2024Q4: 2,748 shares; 2025Q1: 2,946 shares; 2025Q2: 3,958 shares; 2025Q3: 4,266 shares; 2025Q4: 4,135 shares; 2026Q1: 3,631 shares; 2026Q2: 4,081 shares 4,081 $1.4M 0.05% +450 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: 1,055 shares; 2025Q4: 1,184 shares; 2026Q1: 1,768 shares; 2026Q2: 2,182 shares 2,182 $1.39M 0.05% +414 Timeline FNDX 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: not reported; 2025Q1: 8,972 shares; 2025Q2: 9,030 shares; 2025Q3: 8,625 shares; 2025Q4: 15,449 shares; 2026Q1: 12,698 shares; 2026Q2: 43,793 shares 43,793 $1.36M 0.05% +31,095 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,016 shares; 2024Q4: 26,603 shares; 2025Q1: 23,007 shares; 2025Q2: 21,051 shares; 2025Q3: 24,289 shares; 2025Q4: 17,950 shares; 2026Q1: 17,791 shares; 2026Q2: 16,443 shares 16,443 $1.33M 0.05% -1,348 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: 3,847 shares; 2024Q4: 5,449 shares; 2025Q1: 8,783 shares; 2025Q2: 7,684 shares; 2025Q3: 8,911 shares; 2025Q4: 7,687 shares; 2026Q1: 12,019 shares; 2026Q2: 13,638 shares 13,638 $1.32M 0.05% +1,619 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: 5,166 shares; 2025Q1: 5,443 shares; 2025Q2: 6,293 shares; 2025Q3: 7,612 shares; 2025Q4: 7,606 shares; 2026Q1: 8,740 shares; 2026Q2: 11,076 shares 11,076 $1.3M 0.05% +2,336 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: 1,848 shares; 2025Q1: 2,377 shares; 2025Q2: 2,594 shares; 2025Q3: 3,988 shares; 2025Q4: 3,951 shares; 2026Q1: 3,875 shares; 2026Q2: 16,058 shares 16,058 $1.29M 0.05% +12,183 Timeline VEU 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: 12,387 shares; 2024Q4: 15,789 shares; 2025Q1: 16,213 shares; 2025Q2: 9,790 shares; 2025Q3: 16,361 shares; 2025Q4: 15,148 shares; 2026Q1: 14,735 shares; 2026Q2: 15,284 shares 15,284 $1.28M 0.05% +549 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: 1,087 shares; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 1,643 shares; 2025Q4: 1,989 shares; 2026Q1: 1,796 shares; 2026Q2: 2,611 shares 2,611 $1.25M 0.05% +815 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: 2,566 shares; 2024Q4: 3,590 shares; 2025Q1: 3,042 shares; 2025Q2: 3,425 shares; 2025Q3: 2,986 shares; 2025Q4: 5,486 shares; 2026Q1: 7,302 shares; 2026Q2: 5,229 shares 5,229 $1.24M 0.05% -2,073 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: 6,599 shares; 2025Q1: 5,119 shares; 2025Q2: 5,510 shares; 2025Q3: 7,157 shares; 2025Q4: 6,781 shares; 2026Q1: 8,089 shares; 2026Q2: 8,308 shares 8,308 $1.23M 0.05% +219 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: not reported; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 514 shares; 2025Q4: 645 shares; 2026Q1: 872 shares; 2026Q2: 1,045 shares 1,045 $1.23M 0.05% +173 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: 13,646 shares; 2024Q4: 20,113 shares; 2025Q1: 21,970 shares; 2025Q2: 19,343 shares; 2025Q3: 20,543 shares; 2025Q4: 20,159 shares; 2026Q1: 20,313 shares; 2026Q2: 20,169 shares 20,169 $1.23M 0.05% -144 Timeline XLK 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: 1,108 shares; 2024Q4: 2,426 shares; 2025Q1: 1,706 shares; 2025Q2: 2,404 shares; 2025Q3: 2,792 shares; 2025Q4: 5,447 shares; 2026Q1: 4,902 shares; 2026Q2: 6,392 shares 6,392 $1.22M 0.05% +1,490 Timeline VOOG 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: 718 shares; 2025Q3: 813 shares; 2025Q4: 1,062 shares; 2026Q1: 3,076 shares; 2026Q2: 14,608 shares 14,608 $1.21M 0.05% +11,532 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,963 shares; 2025Q3: 20,635 shares; 2025Q4: 19,029 shares; 2026Q1: 28,212 shares; 2026Q2: 35,380 shares 35,380 $1.2M 0.05% +7,168 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,532 shares; 2024Q4: 30,401 shares; 2025Q1: 31,588 shares; 2025Q2: 30,339 shares; 2025Q3: 32,309 shares; 2025Q4: 31,678 shares; 2026Q1: 31,633 shares; 2026Q2: 31,633 shares 31,633 $1.16M 0.05% 0 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: 13,228 shares; 2024Q4: 13,272 shares; 2025Q1: 17,570 shares; 2025Q2: 26,622 shares; 2025Q3: 28,137 shares; 2025Q4: 21,612 shares; 2026Q1: 22,354 shares; 2026Q2: 22,896 shares 22,896 $1.16M 0.04% +542 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,781 shares; 2024Q4: 14,392 shares; 2025Q1: 10,712 shares; 2025Q2: 11,151 shares; 2025Q3: 13,193 shares; 2025Q4: 15,821 shares; 2026Q1: 14,716 shares; 2026Q2: 14,860 shares 14,860 $1.15M 0.04% +144 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: not reported; 2024Q4: not reported; 2025Q1: 9,702 shares; 2025Q2: 9,759 shares; 2025Q3: 12,709 shares; 2025Q4: 18,438 shares; 2026Q1: 28,922 shares; 2026Q2: 31,440 shares 31,440 $1.14M 0.04% +2,518 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: 1,230 shares; 2025Q2: 1,861 shares; 2025Q3: 2,203 shares; 2025Q4: 3,047 shares; 2026Q1: 2,628 shares; 2026Q2: 3,033 shares 3,033 $1.13M 0.04% +405 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,902 shares; 2025Q3: 5,785 shares; 2025Q4: 8,884 shares; 2026Q1: 18,087 shares; 2026Q2: 21,465 shares 21,465 $1.12M 0.04% +3,378 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: 3,759 shares; 2024Q4: 3,558 shares; 2025Q1: 3,703 shares; 2025Q2: 2,311 shares; 2025Q3: 3,675 shares; 2025Q4: 4,675 shares; 2026Q1: 4,927 shares; 2026Q2: 4,548 shares 4,548 $1.1M 0.04% -379 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: 4,945 shares; 2025Q4: 5,319 shares; 2026Q1: 5,294 shares; 2026Q2: 7,888 shares 7,888 $1.1M 0.04% +2,594 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: not reported; 2024Q4: 386 shares; 2025Q1: 496 shares; 2025Q2: 927 shares; 2025Q3: 644 shares; 2025Q4: 641 shares; 2026Q1: 667 shares; 2026Q2: 8,940 shares 8,940 $1.07M 0.04% +8,273 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: 3,949 shares; 2024Q4: 4,004 shares; 2025Q1: 3,950 shares; 2025Q2: 4,116 shares; 2025Q3: 4,017 shares; 2025Q4: 4,152 shares; 2026Q1: 4,161 shares; 2026Q2: 4,170 shares 4,170 $1.05M 0.04% +9 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,006 shares; 2025Q3: 2,930 shares; 2025Q4: 3,036 shares; 2026Q1: 3,010 shares; 2026Q2: 3,008 shares 3,008 $1.03M 0.04% -2 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: not reported; 2024Q4: 1,646 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,786 shares; 2025Q4: 3,444 shares; 2026Q1: 3,404 shares; 2026Q2: 5,131 shares 5,131 $1.01M 0.04% +1,727 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: 465 shares; 2025Q1: not reported; 2025Q2: 629 shares; 2025Q3: 745 shares; 2025Q4: 901 shares; 2026Q1: 908 shares; 2026Q2: 999 shares 999 $1.01M 0.04% +91 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,648 shares; 2024Q4: 10,028 shares; 2025Q1: 9,784 shares; 2025Q2: 9,648 shares; 2025Q3: 9,648 shares; 2025Q4: 9,647 shares; 2026Q1: 9,799 shares; 2026Q2: 9,679 shares 9,679 $1.01M 0.04% -120 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: 1,518 shares; 2024Q4: 1,640 shares; 2025Q1: 1,430 shares; 2025Q2: 1,693 shares; 2025Q3: 1,618 shares; 2025Q4: 1,617 shares; 2026Q1: 1,652 shares; 2026Q2: 2,372 shares 2,372 $986K 0.04% +720 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,735 shares; 2025Q1: 8,275 shares; 2025Q2: 9,308 shares; 2025Q3: 9,308 shares; 2025Q4: 9,308 shares; 2026Q1: 9,308 shares; 2026Q2: 8,275 shares 8,275 $969K 0.04% -1,033 Timeline DGRO 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: 5,554 shares; 2025Q1: not reported; 2025Q2: 3,616 shares; 2025Q3: 11,733 shares; 2025Q4: 13,505 shares; 2026Q1: 11,632 shares; 2026Q2: 12,443 shares 12,443 $943K 0.04% +811 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,715 shares; 2024Q4: 5,617 shares; 2025Q1: 5,871 shares; 2025Q2: 7,699 shares; 2025Q3: 8,582 shares; 2025Q4: 9,185 shares; 2026Q1: 9,795 shares; 2026Q2: 11,377 shares 11,377 $925K 0.04% +1,582 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: 5,101 shares; 2024Q4: 7,639 shares; 2025Q1: 7,254 shares; 2025Q2: 11,687 shares; 2025Q3: 12,345 shares; 2025Q4: 12,585 shares; 2026Q1: 15,051 shares; 2026Q2: 16,151 shares 16,151 $920K 0.04% +1,100 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: 813 shares; 2024Q4: 1,127 shares; 2025Q1: 1,227 shares; 2025Q2: 1,924 shares; 2025Q3: 2,017 shares; 2025Q4: 2,183 shares; 2026Q1: 2,284 shares; 2026Q2: 1,789 shares 1,789 $919K 0.04% -495 Timeline DFGR 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: 3,712 shares; 2025Q4: 29,783 shares; 2026Q1: 40,526 shares; 2026Q2: 31,523 shares 31,523 $913K 0.04% -9,003 Timeline SHY 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: 10,103 shares; 2025Q1: 10,870 shares; 2025Q2: 9,779 shares; 2025Q3: 10,762 shares; 2025Q4: 9,881 shares; 2026Q1: 9,881 shares; 2026Q2: 11,103 shares 11,103 $912K 0.04% +1,222 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: 369 shares; 2025Q4: 632 shares; 2026Q1: 678 shares; 2026Q2: 927 shares 927 $895K 0.03% +249 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: 734 shares; 2025Q1: 812 shares; 2025Q2: 1,331 shares; 2025Q3: 2,023 shares; 2025Q4: 2,021 shares; 2026Q1: 2,465 shares; 2026Q2: 2,646 shares 2,646 $895K 0.03% +181 Timeline BCBP BCB BANCORP INC More: the full row for BCB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,000 shares; 2024Q4: 28,000 shares; 2025Q1: 50,000 shares; 2025Q2: 71,500 shares; 2025Q3: 71,500 shares; 2025Q4: 82,000 shares; 2026Q1: 82,571 shares; 2026Q2: 82,607 shares 82,607 $886K 0.03% +36 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,227 shares; 2024Q4: 39,297 shares; 2025Q1: 39,128 shares; 2025Q2: 36,937 shares; 2025Q3: 39,411 shares; 2025Q4: 28,176 shares; 2026Q1: 25,608 shares; 2026Q2: 20,205 shares 20,205 $872K 0.03% -5,403 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,963 shares; 2025Q1: 3,507 shares; 2025Q2: 3,652 shares; 2025Q3: 4,797 shares; 2025Q4: 12,188 shares; 2026Q1: 7,091 shares; 2026Q2: 4,953 shares 4,953 $841K 0.03% -2,138 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: 1,554 shares; 2024Q4: 1,280 shares; 2025Q1: 1,580 shares; 2025Q2: 816 shares; 2025Q3: 1,286 shares; 2025Q4: 1,827 shares; 2026Q1: 1,913 shares; 2026Q2: 6,560 shares 6,560 $815K 0.03% +4,647 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: 3,340 shares; 2024Q4: 2,592 shares; 2025Q1: 2,708 shares; 2025Q2: 4,010 shares; 2025Q3: 4,891 shares; 2025Q4: 5,157 shares; 2026Q1: 6,381 shares; 2026Q2: 5,475 shares 5,475 $803K 0.03% -906 Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS 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: 51,890 shares; 2026Q1: 51,890 shares; 2026Q2: 51,921 shares 51,921 $798K 0.03% +31 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,403 shares; 2025Q4: 6,708 shares; 2026Q1: 6,606 shares; 2026Q2: 6,605 shares 6,605 $786K 0.03% -1 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,257 shares; 2024Q4: 7,447 shares; 2025Q1: 7,389 shares; 2025Q2: 6,620 shares; 2025Q3: 7,133 shares; 2025Q4: 6,125 shares; 2026Q1: 5,926 shares; 2026Q2: 5,424 shares 5,424 $783K 0.03% -502 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: 7,567 shares; 2024Q4: 34,694 shares; 2025Q1: 35,998 shares; 2025Q2: 17,772 shares; 2025Q3: 27,304 shares; 2025Q4: 24,407 shares; 2026Q1: 24,183 shares; 2026Q2: 26,800 shares 26,800 $776K 0.03% +2,617 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,231 shares; 2025Q3: 4,440 shares; 2025Q4: 5,011 shares; 2026Q1: 4,522 shares; 2026Q2: 5,528 shares 5,528 $774K 0.03% +1,006 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: 1,140 shares; 2025Q3: 1,665 shares; 2025Q4: 2,208 shares; 2026Q1: 3,541 shares; 2026Q2: 3,497 shares 3,497 $767K 0.03% -44 Timeline FTEC 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: 1,189 shares; 2025Q1: 1,309 shares; 2025Q2: 1,905 shares; 2025Q3: 2,173 shares; 2025Q4: 2,148 shares; 2026Q1: 2,096 shares; 2026Q2: 2,662 shares 2,662 $760K 0.03% +566 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 103 shares; 2025Q4: 101 shares; 2026Q1: 296 shares; 2026Q2: 381 shares 381 $755K 0.03% +85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,278 shares; 2025Q4: 790 shares; 2026Q1: 3,962 shares; 2026Q2: 5,418 shares 5,418 $745K 0.03% +1,456 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,297 shares; 2025Q4: 6,844 shares; 2026Q1: 6,816 shares; 2026Q2: 6,816 shares 6,816 $744K 0.03% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,678 shares; 2025Q1: 1,657 shares; 2025Q2: 1,744 shares; 2025Q3: 2,811 shares; 2025Q4: 2,809 shares; 2026Q1: 3,976 shares; 2026Q2: 4,876 shares 4,876 $739K 0.03% +900 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 604 shares; 2025Q4: not reported; 2026Q1: 18,318 shares; 2026Q2: 18,318 shares 18,318 $737K 0.03% 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: not reported; 2024Q4: 1,116 shares; 2025Q1: 1,141 shares; 2025Q2: 1,511 shares; 2025Q3: 2,067 shares; 2025Q4: 2,025 shares; 2026Q1: 2,666 shares; 2026Q2: 2,501 shares 2,501 $703K 0.03% -165 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: 9,826 shares; 2024Q4: 10,312 shares; 2025Q1: 10,308 shares; 2025Q2: 4,626 shares; 2025Q3: 9,372 shares; 2025Q4: 9,298 shares; 2026Q1: 20,440 shares; 2026Q2: 13,930 shares 13,930 $700K 0.03% -6,510 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: 3,253 shares; 2025Q1: 3,198 shares; 2025Q2: 4,412 shares; 2025Q3: 5,626 shares; 2025Q4: 6,300 shares; 2026Q1: 5,978 shares; 2026Q2: 8,445 shares 8,445 $698K 0.03% +2,467 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 957 shares; 2025Q4: 485 shares; 2026Q1: 1,615 shares; 2026Q2: 1,615 shares 1,615 $689K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 6,739 shares; 2025Q2: not reported; 2025Q3: 4,285 shares; 2025Q4: 6,973 shares; 2026Q1: 12,951 shares; 2026Q2: 13,960 shares 13,960 $682K 0.03% +1,009 Timeline FNDF 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: not reported; 2025Q1: not reported; 2025Q2: 7,199 shares; 2025Q3: 5,567 shares; 2025Q4: 10,998 shares; 2026Q1: 13,231 shares; 2026Q2: 12,914 shares 12,914 $681K 0.03% -317 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,632 shares; 2025Q3: 2,774 shares; 2025Q4: 3,057 shares; 2026Q1: 2,708 shares; 2026Q2: 3,250 shares 3,250 $679K 0.03% +542 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: 333 shares; 2025Q2: 416 shares; 2025Q3: 405 shares; 2025Q4: 446 shares; 2026Q1: 360 shares; 2026Q2: 340 shares 340 $676K 0.03% -20 Timeline ETN EATON CORP PLC More: the full row for EATON CORP 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: 558 shares; 2025Q4: 507 shares; 2026Q1: 1,075 shares; 2026Q2: 1,533 shares 1,533 $653K 0.03% +458 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,205 shares; 2024Q4: 2,191 shares; 2025Q1: 2,200 shares; 2025Q2: 2,249 shares; 2025Q3: 2,285 shares; 2025Q4: 2,318 shares; 2026Q1: 2,279 shares; 2026Q2: 2,284 shares 2,284 $643K 0.02% +5 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: 1,366 shares; 2025Q3: 3,150 shares; 2025Q4: 3,166 shares; 2026Q1: 3,678 shares; 2026Q2: 3,505 shares 3,505 $634K 0.02% -173 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 846 shares; 2025Q4: 2,369 shares; 2026Q1: 4,241 shares; 2026Q2: 4,126 shares 4,126 $634K 0.02% -115 Timeline SHYG 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: 13,721 shares; 2025Q1: 13,721 shares; 2025Q2: 13,721 shares; 2025Q3: 14,121 shares; 2025Q4: 13,945 shares; 2026Q1: 14,458 shares; 2026Q2: 14,934 shares 14,934 $633K 0.02% +476 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 119 shares; 2025Q4: 114 shares; 2026Q1: 215 shares; 2026Q2: 278 shares 278 $632K 0.02% +63 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 2,249 shares; 2025Q4: 2,338 shares; 2026Q1: 2,094 shares; 2026Q2: 3,144 shares 3,144 $631K 0.02% +1,050 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 769 shares; 2025Q1: 897 shares; 2025Q2: 1,098 shares; 2025Q3: 1,205 shares; 2025Q4: 1,433 shares; 2026Q1: 1,491 shares; 2026Q2: 1,733 shares 1,733 $628K 0.02% +242 Timeline MTUM 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: 1,060 shares; 2025Q4: 1,028 shares; 2026Q1: 1,006 shares; 2026Q2: 1,816 shares 1,816 $623K 0.02% +810 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: 2,090 shares; 2024Q4: 6,614 shares; 2025Q1: 6,613 shares; 2025Q2: 4,085 shares; 2025Q3: 2,443 shares; 2025Q4: 2,178 shares; 2026Q1: 2,159 shares; 2026Q2: 2,536 shares 2,536 $616K 0.02% +377 Timeline DCOR 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: 8,924 shares; 2026Q2: 7,392 shares 7,392 $606K 0.02% -1,532 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 7,341 shares; 2025Q4: 11,263 shares; 2026Q1: 12,301 shares; 2026Q2: 13,300 shares 13,300 $600K 0.02% +999 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,380 shares; 2024Q4: 17,380 shares; 2025Q1: 15,774 shares; 2025Q2: 14,370 shares; 2025Q3: 11,807 shares; 2025Q4: 11,807 shares; 2026Q1: 11,807 shares; 2026Q2: 11,741 shares 11,741 $591K 0.02% -66 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: 651 shares; 2024Q4: 1,302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 786 shares; 2025Q4: 2,804 shares; 2026Q1: 1,782 shares; 2026Q2: 1,698 shares 1,698 $579K 0.02% -84 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 3 shares; 2025Q4: 9 shares; 2026Q1: 220 shares; 2026Q2: 674 shares 674 $578K 0.02% +454 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD 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: 205 shares; 2025Q4: 6,994 shares; 2026Q1: 5,962 shares; 2026Q2: 5,933 shares 5,933 $576K 0.02% -29 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: 1,427 shares; 2025Q4: 1,371 shares; 2026Q1: 2,029 shares; 2026Q2: 2,222 shares 2,222 $567K 0.02% +193 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: 3,307 shares 3,307 $565K 0.02% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,210 shares; 2024Q4: 1,219 shares; 2025Q1: 1,156 shares; 2025Q2: 1,343 shares; 2025Q3: 1,326 shares; 2025Q4: 1,268 shares; 2026Q1: 1,263 shares; 2026Q2: 1,227 shares 1,227 $563K 0.02% -36 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 510 shares; 2025Q1: 438 shares; 2025Q2: 550 shares; 2025Q3: 553 shares; 2025Q4: 555 shares; 2026Q1: 449 shares; 2026Q2: 582 shares 582 $559K 0.02% +133 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: 3,527 shares; 2025Q4: 4,193 shares; 2026Q1: 6,215 shares; 2026Q2: 7,242 shares 7,242 $558K 0.02% +1,027 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,300 shares; 2025Q3: 5,281 shares; 2025Q4: 3,023 shares; 2026Q1: 7,379 shares; 2026Q2: 9,675 shares 9,675 $557K 0.02% +2,296 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,534 shares; 2025Q1: 5,057 shares; 2025Q2: 5,419 shares; 2025Q3: 5,450 shares; 2025Q4: 5,610 shares; 2026Q1: 5,401 shares; 2026Q2: 5,374 shares 5,374 $556K 0.02% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 564 shares; 2025Q3: 861 shares; 2025Q4: 880 shares; 2026Q1: 884 shares; 2026Q2: 862 shares 862 $547K 0.02% -22 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,708 shares; 2024Q4: 4,239 shares; 2025Q1: 4,272 shares; 2025Q2: 5,572 shares; 2025Q3: 5,572 shares; 2025Q4: 5,588 shares; 2026Q1: 5,588 shares; 2026Q2: 5,588 shares 5,588 $545K 0.02% 0 Timeline FNDA 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: 7,425 shares; 2025Q1: 12,806 shares; 2025Q2: not reported; 2025Q3: 6,338 shares; 2025Q4: 15,775 shares; 2026Q1: 14,385 shares; 2026Q2: 14,251 shares 14,251 $542K 0.02% -134 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: 6,989 shares; 2024Q4: 6,989 shares; 2025Q1: 6,989 shares; 2025Q2: 6,686 shares; 2025Q3: 6,261 shares; 2025Q4: 6,261 shares; 2026Q1: 6,423 shares; 2026Q2: 6,547 shares 6,547 $542K 0.02% +124 Timeline VOOV 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: 2,294 shares; 2025Q1: 2,294 shares; 2025Q2: 2,415 shares; 2025Q3: 2,416 shares; 2025Q4: 2,294 shares; 2026Q1: 2,472 shares; 2026Q2: 2,469 shares 2,469 $541K 0.02% -3 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,476 shares; 2024Q4: 7,753 shares; 2025Q1: 10,233 shares; 2025Q2: 10,095 shares; 2025Q3: 13,782 shares; 2025Q4: 13,112 shares; 2026Q1: 13,440 shares; 2026Q2: 21,909 shares 21,909 $538K 0.02% +8,469 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 1,718 shares; 2025Q4: 1,415 shares; 2026Q1: 2,859 shares; 2026Q2: 3,124 shares 3,124 $528K 0.02% +265 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,728 shares; 2025Q3: 10,534 shares; 2025Q4: 13,675 shares; 2026Q1: 12,351 shares; 2026Q2: 13,076 shares 13,076 $519K 0.02% +725 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 499 shares; 2025Q3: 514 shares; 2025Q4: 435 shares; 2026Q1: 771 shares; 2026Q2: 984 shares 984 $511K 0.02% +213 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: 784 shares; 2024Q4: 831 shares; 2025Q1: 913 shares; 2025Q2: 1,044 shares; 2025Q3: 1,100 shares; 2025Q4: 1,102 shares; 2026Q1: 1,053 shares; 2026Q2: 977 shares 977 $510K 0.02% -76 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 610 shares; 2025Q4: 652 shares; 2026Q1: 1,092 shares; 2026Q2: 1,507 shares 1,507 $505K 0.02% +415 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,053 shares; 2024Q4: 6,245 shares; 2025Q1: 4,474 shares; 2025Q2: not reported; 2025Q3: 4,772 shares; 2025Q4: 4,844 shares; 2026Q1: 4,981 shares; 2026Q2: 5,218 shares 5,218 $502K 0.02% +237 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 830 shares; 2025Q4: 972 shares; 2026Q1: 1,276 shares; 2026Q2: 1,518 shares 1,518 $501K 0.02% +242 Timeline PRF 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: 7,498 shares; 2025Q4: 8,998 shares; 2026Q1: 8,998 shares; 2026Q2: 9,223 shares 9,223 $498K 0.02% +225 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811 shares; 2025Q3: 897 shares; 2025Q4: 402 shares; 2026Q1: 1,148 shares; 2026Q2: 1,450 shares 1,450 $494K 0.02% +302 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 223 shares; 2025Q4: 300 shares; 2026Q1: 816 shares; 2026Q2: 1,009 shares 1,009 $488K 0.02% +193 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: not reported; 2024Q4: 16,346 shares; 2025Q1: 5,463 shares; 2025Q2: 2,935 shares; 2025Q3: 2,829 shares; 2025Q4: 3,492 shares; 2026Q1: 4,869 shares; 2026Q2: 5,267 shares 5,267 $486K 0.02% +398 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: 1,703 shares; 2025Q1: 713 shares; 2025Q2: 913 shares; 2025Q3: 1,252 shares; 2025Q4: 1,318 shares; 2026Q1: 1,195 shares; 2026Q2: 1,310 shares 1,310 $483K 0.02% +115 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 412 shares; 2025Q4: 439 shares; 2026Q1: 649 shares; 2026Q2: 674 shares 674 $481K 0.02% +25 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: 2,541 shares; 2024Q4: not reported; 2025Q1: 2,551 shares; 2025Q2: not reported; 2025Q3: 836 shares; 2025Q4: 40 shares; 2026Q1: 1,732 shares; 2026Q2: 4,796 shares 4,796 $475K 0.02% +3,064 Timeline MGK 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: 992 shares; 2025Q2: 832 shares; 2025Q3: 1,063 shares; 2025Q4: 895 shares; 2026Q1: 880 shares; 2026Q2: 5,324 shares 5,324 $468K 0.02% +4,444 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,188 shares; 2025Q4: 3,757 shares; 2026Q1: 5,790 shares; 2026Q2: 7,355 shares 7,355 $463K 0.02% +1,565 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: not reported; 2024Q4: 12,412 shares; 2025Q1: 12,430 shares; 2025Q2: 12,517 shares; 2025Q3: 12,558 shares; 2025Q4: 12,562 shares; 2026Q1: 12,493 shares; 2026Q2: 12,493 shares 12,493 $460K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,408 shares; 2025Q3: 2,507 shares; 2025Q4: 2,591 shares; 2026Q1: 1,616 shares; 2026Q2: 1,649 shares 1,649 $460K 0.02% +33 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 166 shares; 2025Q4: 147 shares; 2026Q1: 326 shares; 2026Q2: 744 shares 744 $459K 0.02% +418 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY 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: 1,089 shares; 2025Q4: 1,147 shares; 2026Q1: 1,325 shares; 2026Q2: 1,761 shares 1,761 $459K 0.02% +436 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,086 shares; 2025Q4: 3,012 shares; 2026Q1: 6,920 shares; 2026Q2: 6,050 shares 6,050 $457K 0.02% -870 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: 4,996 shares; 2025Q4: 6,141 shares; 2026Q1: 6,453 shares; 2026Q2: 6,341 shares 6,341 $456K 0.02% -112 Timeline XAR 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: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,535 shares; 2026Q2: 1,597 shares 1,597 $453K 0.02% +62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,110 shares; 2025Q4: 3,293 shares; 2026Q1: 3,569 shares; 2026Q2: 4,802 shares 4,802 $450K 0.02% +1,233 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 821 shares; 2025Q3: 1,306 shares; 2025Q4: 926 shares; 2026Q1: 713 shares; 2026Q2: 1,450 shares 1,450 $444K 0.02% +737 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: not reported; 2024Q4: 2,969 shares; 2025Q1: 3,767 shares; 2025Q2: 3,880 shares; 2025Q3: 3,029 shares; 2025Q4: 2,836 shares; 2026Q1: 2,917 shares; 2026Q2: 3,258 shares 3,258 $441K 0.02% +341 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: not reported; 2024Q4: 516 shares; 2025Q1: 541 shares; 2025Q2: 551 shares; 2025Q3: 657 shares; 2025Q4: 680 shares; 2026Q1: 793 shares; 2026Q2: 866 shares 866 $441K 0.02% +73 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 1,747 shares; 2025Q4: 1,840 shares; 2026Q1: 3,046 shares; 2026Q2: 3,224 shares 3,224 $438K 0.02% +178 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: 832 shares; 2025Q2: 438 shares; 2025Q3: 512 shares; 2025Q4: 550 shares; 2026Q1: 433 shares; 2026Q2: 570 shares 570 $435K 0.02% +137 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS 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: 921 shares; 2025Q4: 851 shares; 2026Q1: 950 shares; 2026Q2: 1,458 shares 1,458 $435K 0.02% +508 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: not reported; 2024Q4: 7,774 shares; 2025Q1: 8,846 shares; 2025Q2: 13,594 shares; 2025Q3: 11,805 shares; 2025Q4: 8,293 shares; 2026Q1: 9,836 shares; 2026Q2: 10,217 shares 10,217 $433K 0.02% +381 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: 3,585 shares; 2024Q4: 5,290 shares; 2025Q1: 5,290 shares; 2025Q2: 4,095 shares; 2025Q3: 5,372 shares; 2025Q4: 5,286 shares; 2026Q1: 5,663 shares; 2026Q2: 5,225 shares 5,225 $432K 0.02% -438 Timeline MDYG 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: 4,065 shares; 2024Q4: 3,790 shares; 2025Q1: 3,790 shares; 2025Q2: 3,817 shares; 2025Q3: 3,817 shares; 2025Q4: 3,845 shares; 2026Q1: 3,845 shares; 2026Q2: 3,847 shares 3,847 $431K 0.02% +2 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 1,890 shares; 2025Q4: 1,870 shares; 2026Q1: 2,094 shares; 2026Q2: 2,435 shares 2,435 $429K 0.02% +341 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,962 shares; 2025Q1: 3,064 shares; 2025Q2: 3,235 shares; 2025Q3: 4,527 shares; 2025Q4: 3,948 shares; 2026Q1: 4,645 shares; 2026Q2: 4,418 shares 4,418 $425K 0.02% -227 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 898 shares; 2025Q4: 940 shares; 2026Q1: 7,243 shares; 2026Q2: 4,082 shares 4,082 $421K 0.02% -3,161 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,793 shares; 2025Q1: 2,113 shares; 2025Q2: not reported; 2025Q3: 1,254 shares; 2025Q4: 1,314 shares; 2026Q1: 1,721 shares; 2026Q2: 1,702 shares 1,702 $419K 0.02% -19 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 93 shares; 2025Q4: 129 shares; 2026Q1: 544 shares; 2026Q2: 553 shares 553 $419K 0.02% +9 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,285 shares; 2025Q1: 16,285 shares; 2025Q2: 16,285 shares; 2025Q3: 16,285 shares; 2025Q4: 16,285 shares; 2026Q1: 16,285 shares; 2026Q2: 16,285 shares 16,285 $417K 0.02% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,455 shares; 2025Q3: 3,455 shares; 2025Q4: 3,673 shares; 2026Q1: 4,028 shares; 2026Q2: 4,023 shares 4,023 $415K 0.02% -5 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,786 shares; 2024Q4: 2,835 shares; 2025Q1: 2,253 shares; 2025Q2: 1,912 shares; 2025Q3: 2,337 shares; 2025Q4: 2,039 shares; 2026Q1: 4,123 shares; 2026Q2: 2,519 shares 2,519 $414K 0.02% -1,604 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: 3,320 shares; 2024Q4: 8,652 shares; 2025Q1: 3,947 shares; 2025Q2: not reported; 2025Q3: 1,479 shares; 2025Q4: 214 shares; 2026Q1: 3,872 shares; 2026Q2: 3,825 shares 3,825 $412K 0.02% -47 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 260 shares; 2025Q4: 359 shares; 2026Q1: 1,866 shares; 2026Q2: 2,836 shares 2,836 $406K 0.02% +970 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 1,079 shares; 2025Q4: 1,024 shares; 2026Q1: 1,174 shares; 2026Q2: 1,362 shares 1,362 $406K 0.02% +188 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,165 shares; 2025Q4: 322 shares; 2026Q1: 377 shares; 2026Q2: 3,585 shares 3,585 $396K 0.02% +3,208 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: not reported; 2024Q4: 2,406 shares; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,711 shares; 2025Q4: 2,642 shares; 2026Q1: 2,639 shares; 2026Q2: 2,635 shares 2,635 $389K 0.02% -4 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 888 shares; 2025Q2: 923 shares; 2025Q3: 952 shares; 2025Q4: 1,006 shares; 2026Q1: 1,084 shares; 2026Q2: 1,234 shares 1,234 $388K 0.02% +150 Timeline AFL AFLAC INC More: the full row for AFLAC 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: 2,027 shares; 2025Q4: 2,119 shares; 2026Q1: 2,360 shares; 2026Q2: 3,278 shares 3,278 $384K 0.01% +918 Timeline PXF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,185 shares; 2025Q4: 4,336 shares; 2026Q1: 4,336 shares; 2026Q2: 5,078 shares 5,078 $384K 0.01% +742 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 1,896 shares; 2025Q4: 1,414 shares; 2026Q1: 1,583 shares; 2026Q2: 2,616 shares 2,616 $382K 0.01% +1,033 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG 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: 970 shares; 2025Q4: 621 shares; 2026Q1: 671 shares; 2026Q2: 950 shares 950 $377K 0.01% +279 Timeline PCG PG&E CORP More: the full row for PG&E 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: 1,764 shares; 2025Q4: 1,939 shares; 2026Q1: 15,467 shares; 2026Q2: 22,429 shares 22,429 $377K 0.01% +6,962 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: 1,287 shares; 2025Q4: 1,171 shares; 2026Q1: 1,131 shares; 2026Q2: 1,380 shares 1,380 $375K 0.01% +249 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE 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: 141 shares; 2025Q4: 245 shares; 2026Q1: 4,820 shares; 2026Q2: 5,744 shares 5,744 $369K 0.01% +924 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 760 shares; 2025Q4: 2,457 shares; 2026Q1: 6,960 shares; 2026Q2: 9,152 shares 9,152 $367K 0.01% +2,192 Timeline USIG 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: 4,832 shares; 2025Q4: 4,644 shares; 2026Q1: 5,512 shares; 2026Q2: 7,150 shares 7,150 $367K 0.01% +1,638 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 365 shares; 2025Q4: 1,740 shares; 2026Q1: 1,743 shares; 2026Q2: 1,785 shares 1,785 $366K 0.01% +42 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,807 shares; 2024Q4: 12,957 shares; 2025Q1: 10,949 shares; 2025Q2: 6,768 shares; 2025Q3: 7,201 shares; 2025Q4: 6,063 shares; 2026Q1: 6,483 shares; 2026Q2: 7,507 shares 7,507 $364K 0.01% +1,024 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 152 shares; 2025Q4: 149 shares; 2026Q1: 150 shares; 2026Q2: 319 shares 319 $361K 0.01% +169 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: 7,296 shares; 2024Q4: 5,411 shares; 2025Q1: 5,685 shares; 2025Q2: not reported; 2025Q3: 8,191 shares; 2025Q4: 7,898 shares; 2026Q1: 6,638 shares; 2026Q2: 3,529 shares 3,529 $361K 0.01% -3,109 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,940 shares; 2025Q4: 2,029 shares; 2026Q1: 2,063 shares; 2026Q2: 2,229 shares 2,229 $361K 0.01% +166 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: not reported; 2024Q4: 790 shares; 2025Q1: 801 shares; 2025Q2: 1,510 shares; 2025Q3: 1,458 shares; 2025Q4: 936 shares; 2026Q1: 1,535 shares; 2026Q2: 1,333 shares 1,333 $360K 0.01% -202 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,700 shares; 2024Q4: 4,746 shares; 2025Q1: 4,770 shares; 2025Q2: 4,827 shares; 2025Q3: 4,861 shares; 2025Q4: 4,956 shares; 2026Q1: 5,221 shares; 2026Q2: 5,392 shares 5,392 $359K 0.01% +171 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 1,429 shares; 2025Q4: 1,646 shares; 2026Q1: 2,255 shares; 2026Q2: 2,482 shares 2,482 $359K 0.01% +227 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: 1,934 shares; 2024Q4: 2,335 shares; 2025Q1: 2,589 shares; 2025Q2: 3,286 shares; 2025Q3: 2,625 shares; 2025Q4: 3,062 shares; 2026Q1: 3,542 shares; 2026Q2: 2,269 shares 2,269 $355K 0.01% -1,273 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: 1,218 shares; 2025Q4: 1,211 shares; 2026Q1: 1,380 shares; 2026Q2: 823 shares 823 $355K 0.01% -557 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 171 shares; 2025Q4: 156 shares; 2026Q1: 363 shares; 2026Q2: 423 shares 423 $351K 0.01% +60 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: not reported; 2024Q4: 2,018 shares; 2025Q1: 2,259 shares; 2025Q2: 3,554 shares; 2025Q3: 4,724 shares; 2025Q4: 4,233 shares; 2026Q1: 4,616 shares; 2026Q2: 3,836 shares 3,836 $348K 0.01% -780 Timeline VIGI 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: not reported; 2024Q4: 6,946 shares; 2025Q1: 6,331 shares; 2025Q2: 5,915 shares; 2025Q3: 4,095 shares; 2025Q4: 3,854 shares; 2026Q1: 3,597 shares; 2026Q2: 3,726 shares 3,726 $348K 0.01% +129 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 906 shares; 2025Q4: 1,082 shares; 2026Q1: 1,237 shares; 2026Q2: 2,073 shares 2,073 $348K 0.01% +836 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS 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: 36 shares; 2025Q4: 89 shares; 2026Q1: 92 shares; 2026Q2: 1,944 shares 1,944 $346K 0.01% +1,852 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,073 shares; 2024Q4: 16,994 shares; 2025Q1: 17,263 shares; 2025Q2: 20,093 shares; 2025Q3: 21,788 shares; 2025Q4: 22,617 shares; 2026Q1: 23,112 shares; 2026Q2: 24,785 shares 24,785 $345K 0.01% +1,673 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,679 shares; 2025Q4: 2,679 shares; 2026Q1: 2,679 shares; 2026Q2: 2,679 shares 2,679 $343K 0.01% 0 Timeline AON AON PLC More: the full row for AON 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: 343 shares; 2025Q4: 313 shares; 2026Q1: 747 shares; 2026Q2: 1,029 shares 1,029 $341K 0.01% +282 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 715 shares; 2025Q4: 823 shares; 2026Q1: 1,019 shares; 2026Q2: 1,586 shares 1,586 $338K 0.01% +567 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 4,228 shares; 2026Q2: 3,646 shares 3,646 $333K 0.01% -582 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD 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: 11,510 shares 11,510 $329K 0.01% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,307 shares; 2025Q3: 7,984 shares; 2025Q4: 11,060 shares; 2026Q1: 10,048 shares; 2026Q2: 6,657 shares 6,657 $328K 0.01% -3,391 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 3,547 shares; 2026Q1: 1,649 shares; 2026Q2: 1,729 shares 1,729 $328K 0.01% +80 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: 464 shares; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $327K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,747 shares; 2024Q4: 4,437 shares; 2025Q1: 3,591 shares; 2025Q2: 3,357 shares; 2025Q3: 3,107 shares; 2025Q4: 4,657 shares; 2026Q1: 4,251 shares; 2026Q2: 2,845 shares 2,845 $325K 0.01% -1,406 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 106 shares; 2025Q4: 115 shares; 2026Q1: 110 shares; 2026Q2: 721 shares 721 $322K 0.01% +611 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 168 shares; 2025Q4: 2,725 shares; 2026Q1: 2,626 shares; 2026Q2: 2,604 shares 2,604 $319K 0.01% -22 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,227 shares; 2025Q3: 3,481 shares; 2025Q4: 3,736 shares; 2026Q1: 4,252 shares; 2026Q2: 4,277 shares 4,277 $318K 0.01% +25 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 185 shares; 2025Q4: 232 shares; 2026Q1: 899 shares; 2026Q2: 1,093 shares 1,093 $316K 0.01% +194 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,006 shares; 2025Q1: 1,016 shares; 2025Q2: 1,031 shares; 2025Q3: 1,142 shares; 2025Q4: 1,133 shares; 2026Q1: 1,600 shares; 2026Q2: 1,464 shares 1,464 $312K 0.01% -136 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,857 shares; 2024Q4: 8,385 shares; 2025Q1: 6,976 shares; 2025Q2: not reported; 2025Q3: 5,487 shares; 2025Q4: 5,569 shares; 2026Q1: 9,289 shares; 2026Q2: 11,395 shares 11,395 $312K 0.01% +2,106 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES 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: 265 shares; 2025Q4: 258 shares; 2026Q1: 297 shares; 2026Q2: 631 shares 631 $310K 0.01% +334 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: 4,009 shares; 2024Q4: 3,240 shares; 2025Q1: 2,946 shares; 2025Q2: 3,653 shares; 2025Q3: 4,371 shares; 2025Q4: 3,402 shares; 2026Q1: 2,826 shares; 2026Q2: 2,993 shares 2,993 $306K 0.01% +167 Timeline DFIP 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: 47,905 shares; 2024Q4: 30,665 shares; 2025Q1: 27,670 shares; 2025Q2: 10,989 shares; 2025Q3: 14,683 shares; 2025Q4: 11,760 shares; 2026Q1: 10,711 shares; 2026Q2: 7,393 shares 7,393 $305K 0.01% -3,318 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC 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: 1,219 shares; 2025Q4: 1,209 shares; 2026Q1: 2,010 shares; 2026Q2: 2,412 shares 2,412 $305K 0.01% +402 Timeline PFE PFIZER INC More: the full row for PFIZER 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: 7,837 shares; 2025Q4: 9,287 shares; 2026Q1: 10,063 shares; 2026Q2: 12,637 shares 12,637 $304K 0.01% +2,574 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 751 shares; 2025Q3: 703 shares; 2025Q4: 1,813 shares; 2026Q1: 975 shares; 2026Q2: 953 shares 953 $303K 0.01% -22 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,785 shares; 2025Q3: 2,149 shares; 2025Q4: 2,227 shares; 2026Q1: 2,099 shares; 2026Q2: 2,103 shares 2,103 $301K 0.01% +4 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 532 shares; 2025Q4: 626 shares; 2026Q1: 969 shares; 2026Q2: 958 shares 958 $300K 0.01% -11 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,668 shares; 2025Q3: 13,783 shares; 2025Q4: 13,541 shares; 2026Q1: 15,641 shares; 2026Q2: 15,641 shares 15,641 $299K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 373 shares; 2025Q4: 456 shares; 2026Q1: 677 shares; 2026Q2: 758 shares 758 $299K 0.01% +81 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: 655 shares; 2026Q1: 2,340 shares; 2026Q2: 3,894 shares 3,894 $299K 0.01% +1,554 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE 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: 3,426 shares; 2025Q4: 3,414 shares; 2026Q1: 3,198 shares; 2026Q2: 3,198 shares 3,198 $298K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 416 shares; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 414 shares 414 $298K 0.01% +78 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD 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: 1,653 shares; 2026Q2: 2,829 shares 2,829 $296K 0.01% +1,176 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,539 shares; 2024Q4: 57,539 shares; 2025Q1: 57,539 shares; 2025Q2: 57,539 shares; 2025Q3: 57,539 shares; 2025Q4: 57,539 shares; 2026Q1: 57,539 shares; 2026Q2: 58,036 shares 58,036 $296K 0.01% +497 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: 1,494 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 791 shares; 2025Q4: 990 shares; 2026Q1: 1,953 shares; 2026Q2: 1,553 shares 1,553 $296K 0.01% -400 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: 4,434 shares; 2025Q4: 4,757 shares; 2026Q1: 5,169 shares; 2026Q2: 6,194 shares 6,194 $294K 0.01% +1,025 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,232 shares; 2025Q3: 1,229 shares; 2025Q4: 933 shares; 2026Q1: 762 shares; 2026Q2: 1,360 shares 1,360 $294K 0.01% +598 Timeline FLRN 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: 16,268 shares; 2025Q1: 16,268 shares; 2025Q2: 15,595 shares; 2025Q3: 9,509 shares; 2025Q4: 9,509 shares; 2026Q1: 10,115 shares; 2026Q2: 9,509 shares 9,509 $293K 0.01% -606 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,335 shares; 2024Q4: 1,149 shares; 2025Q1: 1,262 shares; 2025Q2: not reported; 2025Q3: 1,383 shares; 2025Q4: 1,117 shares; 2026Q1: 1,170 shares; 2026Q2: 1,230 shares 1,230 $293K 0.01% +60 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 1,324 shares; 2025Q4: 905 shares; 2026Q1: 976 shares; 2026Q2: 1,144 shares 1,144 $292K 0.01% +168 Timeline KOMP 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: 4,155 shares; 2025Q1: not reported; 2025Q2: 4,155 shares; 2025Q3: 4,259 shares; 2025Q4: 4,155 shares; 2026Q1: 4,143 shares; 2026Q2: 4,087 shares 4,087 $292K 0.01% -56 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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: 8,802 shares; 2025Q4: 9,148 shares; 2026Q1: 9,075 shares; 2026Q2: 9,638 shares 9,638 $291K 0.01% +563 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: not reported; 2024Q4: 1,181 shares; 2025Q1: 1,147 shares; 2025Q2: 1,335 shares; 2025Q3: 1,595 shares; 2025Q4: 1,636 shares; 2026Q1: 1,356 shares; 2026Q2: 1,318 shares 1,318 $291K 0.01% -38 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 861 shares; 2025Q3: 803 shares; 2025Q4: 819 shares; 2026Q1: 879 shares; 2026Q2: 1,065 shares 1,065 $288K 0.01% +186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,831 shares; 2025Q4: 5,563 shares; 2026Q1: 5,859 shares; 2026Q2: 5,704 shares 5,704 $287K 0.01% -155 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: 293 shares; 2025Q4: 245 shares; 2026Q1: 563 shares; 2026Q2: 819 shares 819 $287K 0.01% +256 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 309 shares; 2025Q4: 354 shares; 2026Q1: 489 shares; 2026Q2: 562 shares 562 $286K 0.01% +73 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: 37,167 shares; 2024Q4: 34,064 shares; 2025Q1: 36,227 shares; 2025Q2: 21,407 shares; 2025Q3: 23,756 shares; 2025Q4: 16,200 shares; 2026Q1: 13,264 shares; 2026Q2: 12,002 shares 12,002 $284K 0.01% -1,262 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,657 shares; 2024Q4: 9,798 shares; 2025Q1: 8,738 shares; 2025Q2: 8,502 shares; 2025Q3: 4,229 shares; 2025Q4: 2,967 shares; 2026Q1: 2,671 shares; 2026Q2: 2,569 shares 2,569 $283K 0.01% -102 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,877 shares; 2025Q3: 5,663 shares; 2025Q4: 6,042 shares; 2026Q1: 4,592 shares; 2026Q2: 4,571 shares 4,571 $283K 0.01% -21 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 203 shares; 2025Q4: 218 shares; 2026Q1: 158 shares; 2026Q2: 289 shares 289 $283K 0.01% +131 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER 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: 2,908 shares; 2025Q3: 2,941 shares; 2025Q4: 3,439 shares; 2026Q1: 4,758 shares; 2026Q2: 3,894 shares 3,894 $281K 0.01% -864 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,510 shares; 2025Q4: 4,053 shares; 2026Q1: 3,861 shares; 2026Q2: 2,190 shares 2,190 $280K 0.01% -1,671 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 1,221 shares; 2026Q2: 3,392 shares 3,392 $279K 0.01% +2,171 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 5,571 shares; 2025Q4: 6,632 shares; 2026Q1: 3,919 shares; 2026Q2: 5,024 shares 5,024 $272K 0.01% +1,105 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF 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: 5,500 shares; 2025Q4: 8,448 shares; 2026Q1: 6,003 shares; 2026Q2: 5,757 shares 5,757 $272K 0.01% -246 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 5,395 shares; 2025Q4: 5,395 shares; 2026Q1: 6,105 shares; 2026Q2: 6,105 shares 6,105 $272K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,154 shares; 2024Q4: 4,049 shares; 2025Q1: 3,775 shares; 2025Q2: 3,580 shares; 2025Q3: 3,632 shares; 2025Q4: 3,632 shares; 2026Q1: 1,414 shares; 2026Q2: 1,642 shares 1,642 $269K 0.01% +228 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS 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: 332 shares; 2025Q4: 371 shares; 2026Q1: 634 shares; 2026Q2: 911 shares 911 $265K 0.01% +277 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS 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: 1,954 shares; 2025Q4: 1,972 shares; 2026Q1: 2,276 shares; 2026Q2: 2,525 shares 2,525 $263K 0.01% +249 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP 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: 381 shares; 2025Q4: 469 shares; 2026Q1: 669 shares; 2026Q2: 951 shares 951 $262K 0.01% +282 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 1,198 shares; 2025Q4: 1,059 shares; 2026Q1: 964 shares; 2026Q2: 1,931 shares 1,931 $262K 0.01% +967 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,870 shares; 2025Q1: 10,281 shares; 2025Q2: 15,490 shares; 2025Q3: 12,000 shares; 2025Q4: 11,159 shares; 2026Q1: 12,809 shares; 2026Q2: 12,622 shares 12,622 $261K 0.01% -187 Timeline PRFZ 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: 3,335 shares; 2025Q4: 4,006 shares; 2026Q1: 4,006 shares; 2026Q2: 4,677 shares 4,677 $261K 0.01% +671 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 309 shares; 2025Q4: 291 shares; 2026Q1: 370 shares; 2026Q2: 527 shares 527 $259K 0.01% +157 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V 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: 3,051 shares; 2025Q4: 4,364 shares; 2026Q1: 3,025 shares; 2026Q2: 9,499 shares 9,499 $258K 0.01% +6,474 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 587 shares; 2025Q4: 2,124 shares; 2026Q1: 606 shares; 2026Q2: 1,555 shares 1,555 $257K 0.01% +949 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 1,195 shares; 2025Q4: 1,428 shares; 2026Q1: 2,808 shares; 2026Q2: 3,661 shares 3,661 $257K 0.01% +853 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG 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: 1 shares; 2025Q4: 2 shares; 2026Q1: 5,165 shares; 2026Q2: 5,154 shares 5,154 $253K 0.01% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,512 shares; 2025Q4: 1,702 shares; 2026Q1: 2,009 shares; 2026Q2: 2,879 shares 2,879 $253K 0.01% +870 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 359 shares; 2025Q4: 538 shares; 2026Q1: 1,157 shares; 2026Q2: 3,468 shares 3,468 $251K 0.01% +2,311 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL 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: 425 shares; 2025Q4: 429 shares; 2026Q1: 822 shares; 2026Q2: 546 shares 546 $250K 0.01% -276 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 173 shares; 2025Q4: 199 shares; 2026Q1: 1,154 shares; 2026Q2: 1,477 shares 1,477 $249K 0.01% +323 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 572 shares; 2025Q4: 721 shares; 2026Q1: 1,157 shares; 2026Q2: 1,418 shares 1,418 $246K 0.01% +261 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 498 shares; 2025Q4: 490 shares; 2026Q1: 493 shares; 2026Q2: 477 shares 477 $246K 0.01% -16 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC 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: 3,261 shares; 2025Q4: 3,353 shares; 2026Q1: 6,939 shares; 2026Q2: 7,676 shares 7,676 $245K 0.01% +737 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428 shares; 2024Q4: 603 shares; 2025Q1: 762 shares; 2025Q2: 849 shares; 2025Q3: 484 shares; 2025Q4: 1,187 shares; 2026Q1: 1,041 shares; 2026Q2: 1,196 shares 1,196 $245K 0.01% +155 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET 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: 11,190 shares; 2025Q3: 11,299 shares; 2025Q4: 10,386 shares; 2026Q1: 1,184 shares; 2026Q2: 912 shares 912 $245K 0.01% -272 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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: 255 shares; 2025Q4: 296 shares; 2026Q1: 821 shares; 2026Q2: 912 shares 912 $244K 0.01% +91 Timeline EOG EOG RES INC More: the full row for EOG RES 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: 984 shares; 2025Q4: 971 shares; 2026Q1: 1,328 shares; 2026Q2: 1,879 shares 1,879 $244K 0.01% +551 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 1,405 shares; 2025Q4: 974 shares; 2026Q1: 890 shares; 2026Q2: 1,086 shares 1,086 $243K 0.01% +196 Timeline TGT TARGET CORP More: the full row for TARGET 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: 717 shares; 2025Q4: 555 shares; 2026Q1: 1,562 shares; 2026Q2: 1,861 shares 1,861 $243K 0.01% +299 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 872 shares; 2026Q1: 1,217 shares; 2026Q2: 1,086 shares 1,086 $242K 0.01% -131 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: not reported; 2025Q2: not reported; 2025Q3: 321 shares; 2025Q4: 393 shares; 2026Q1: 615 shares; 2026Q2: 984 shares 984 $241K 0.01% +369 Timeline JBL JABIL INC More: the full row for JABIL 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: 280 shares; 2025Q4: 389 shares; 2026Q1: 432 shares; 2026Q2: 626 shares 626 $241K 0.01% +194 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,871 shares; 2025Q3: 2,079 shares; 2025Q4: 1,891 shares; 2026Q1: 1,931 shares; 2026Q2: 1,893 shares 1,893 $239K 0.01% -38 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 2,487 shares; 2025Q4: 2,403 shares; 2026Q1: 2,174 shares; 2026Q2: 2,381 shares 2,381 $239K 0.01% +207 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL 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: 1,216 shares; 2025Q4: 1,782 shares; 2026Q1: 2,948 shares; 2026Q2: 3,251 shares 3,251 $238K 0.01% +303 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 503 shares; 2025Q4: 2,702 shares; 2026Q1: 1,657 shares; 2026Q2: 1,627 shares 1,627 $238K 0.01% -30 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY 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: 2,622 shares; 2025Q4: 2,682 shares; 2026Q1: 3,009 shares; 2026Q2: 3,117 shares 3,117 $238K 0.01% +108 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 1,588 shares; 2025Q4: 1,464 shares; 2026Q1: 3,115 shares; 2026Q2: 2,542 shares 2,542 $237K 0.01% -573 Timeline SMH VANECK ETF TRUST More: the full row for VANECK 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: 121 shares; 2025Q4: 306 shares; 2026Q1: 378 shares; 2026Q2: 361 shares 361 $236K 0.01% -17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 559 shares; 2025Q4: 907 shares; 2026Q1: 810 shares; 2026Q2: 646 shares 646 $236K 0.01% -164 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL 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: 1,219 shares; 2025Q4: 1,282 shares; 2026Q1: 978 shares; 2026Q2: 2,183 shares 2,183 $236K 0.01% +1,205 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS 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: 223 shares; 2025Q4: 269 shares; 2026Q1: 305 shares; 2026Q2: 474 shares 474 $235K 0.01% +169 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,869 shares; 2025Q2: not reported; 2025Q3: 1,002 shares; 2025Q4: 1,495 shares; 2026Q1: 1,622 shares; 2026Q2: 2,189 shares 2,189 $235K 0.01% +567 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE 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: 1,648 shares; 2025Q4: 1,456 shares; 2026Q1: 1,606 shares; 2026Q2: 1,771 shares 1,771 $235K 0.01% +165 Timeline XLY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 838 shares; 2025Q4: 1,724 shares; 2026Q1: 1,394 shares; 2026Q2: 1,997 shares 1,997 $234K 0.01% +603 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY 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: 738 shares; 2025Q4: 951 shares; 2026Q1: 1,007 shares; 2026Q2: 936 shares 936 $232K 0.01% -71 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 82 shares; 2025Q4: 120 shares; 2026Q1: 78 shares; 2026Q2: 1,381 shares 1,381 $230K 0.01% +1,303 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM 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: 150 shares; 2025Q3: 146 shares; 2025Q4: 155 shares; 2026Q1: 150 shares; 2026Q2: 172 shares 172 $229K 0.01% +22 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER 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: 165 shares; 2025Q4: 113 shares; 2026Q1: 330 shares; 2026Q2: 1,396 shares 1,396 $228K 0.01% +1,066 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,126 shares; 2026Q1: 2,118 shares; 2026Q2: 2,118 shares 2,118 $227K 0.01% 0 Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 44,485 shares; 2026Q2: 44,485 shares 44,485 $226K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: 356 shares; 2025Q4: 424 shares; 2026Q1: 424 shares; 2026Q2: 679 shares 679 $224K 0.01% +255 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: not reported; 2026Q2: 4,639 shares 4,639 $224K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 557 shares; 2026Q1: 551 shares; 2026Q2: 546 shares 546 $224K 0.01% -5 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 152 shares; 2025Q4: 176 shares; 2026Q1: 975 shares; 2026Q2: 875 shares 875 $223K 0.01% -100 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 312 shares; 2025Q4: 343 shares; 2026Q1: 958 shares; 2026Q2: 1,312 shares 1,312 $223K 0.01% +354 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 2,732 shares; 2025Q4: 3,623 shares; 2026Q1: 3,924 shares; 2026Q2: 3,941 shares 3,941 $222K 0.01% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,244 shares; 2025Q4: 1,707 shares; 2026Q1: 2,027 shares; 2026Q2: 1,822 shares 1,822 $221K 0.01% -205 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 1,294 shares; 2025Q4: 1,455 shares; 2026Q1: 3,088 shares; 2026Q2: 3,334 shares 3,334 $221K 0.01% +246 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 3,726 shares; 2025Q4: 3,039 shares; 2026Q1: 4,538 shares; 2026Q2: 6,639 shares 6,639 $221K 0.01% +2,101 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: not reported; 2024Q4: 1,562 shares; 2025Q1: 1,528 shares; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 673 shares; 2026Q1: 844 shares; 2026Q2: 1,388 shares 1,388 $220K 0.01% +544 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: 482 shares; 2025Q1: 506 shares; 2025Q2: 919 shares; 2025Q3: 555 shares; 2025Q4: 373 shares; 2026Q1: 324 shares; 2026Q2: 439 shares 439 $220K 0.01% +115 Timeline ATI ATI INC More: the full row for ATI 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: 235 shares; 2025Q4: 258 shares; 2026Q1: 862 shares; 2026Q2: 1,115 shares 1,115 $220K 0.01% +253 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE 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: 1,168 shares; 2025Q4: 734 shares; 2026Q1: 2,958 shares; 2026Q2: 4,523 shares 4,523 $220K 0.01% +1,565 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN 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: 18,441 shares 18,441 $219K 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: 835 shares; 2025Q4: 310 shares; 2026Q1: 1,109 shares; 2026Q2: 1,649 shares 1,649 $219K 0.01% +540 Timeline DEXC 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: 1,356 shares; 2026Q1: 1,180 shares; 2026Q2: 2,646 shares 2,646 $219K 0.01% +1,466 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 2,217 shares; 2026Q1: 2,258 shares; 2026Q2: 2,806 shares 2,806 $218K 0.01% +548 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,854 shares; 2024Q4: 11,817 shares; 2025Q1: 11,721 shares; 2025Q2: 9,381 shares; 2025Q3: 12,221 shares; 2025Q4: 7,777 shares; 2026Q1: 6,551 shares; 2026Q2: 4,524 shares 4,524 $218K 0.01% -2,027 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 92 shares; 2025Q4: 102 shares; 2026Q1: 209 shares; 2026Q2: 335 shares 335 $216K 0.01% +126 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,322 shares; 2024Q4: 14,090 shares; 2025Q1: 12,903 shares; 2025Q2: 12,952 shares; 2025Q3: 2,444 shares; 2025Q4: 2,663 shares; 2026Q1: 2,588 shares; 2026Q2: 2,235 shares 2,235 $215K 0.01% -353 Timeline IWY 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: 126 shares; 2025Q4: 98 shares; 2026Q1: 88 shares; 2026Q2: 736 shares 736 $214K 0.01% +648 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,006 shares; 2025Q4: 2,035 shares; 2026Q1: 1,799 shares; 2026Q2: 4,211 shares 4,211 $213K 0.01% +2,412 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 148 shares; 2025Q4: 426 shares; 2026Q1: 494 shares; 2026Q2: 484 shares 484 $212K 0.01% -10 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 4,576 shares; 2025Q4: 4,576 shares; 2026Q1: 4,835 shares; 2026Q2: 4,626 shares 4,626 $211K 0.01% -209 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 2,682 shares; 2025Q4: 2,682 shares; 2026Q1: 2,682 shares; 2026Q2: 2,682 shares 2,682 $210K 0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 3,768 shares; 2025Q4: 14,733 shares; 2026Q1: 12,353 shares; 2026Q2: 11,640 shares 11,640 $209K 0.01% -713 Timeline HPQ HP INC More: the full row for HP 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: 3,592 shares; 2025Q4: 3,431 shares; 2026Q1: 5,470 shares; 2026Q2: 9,481 shares 9,481 $208K 0.01% +4,011 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: not reported; 2025Q3: 138 shares; 2025Q4: 84 shares; 2026Q1: 11,829 shares; 2026Q2: 6,092 shares 6,092 $208K 0.01% -5,737 Timeline SPHQ 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: 2,299 shares; 2025Q4: 2,299 shares; 2026Q1: 2,299 shares; 2026Q2: 2,299 shares 2,299 $207K 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD 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: 978 shares; 2025Q4: 890 shares; 2026Q1: 1,174 shares; 2026Q2: 1,272 shares 1,272 $206K 0.01% +98 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 103 shares; 2025Q4: 109 shares; 2026Q1: 395 shares; 2026Q2: 816 shares 816 $205K 0.01% +421 Timeline IWN 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: 302 shares; 2025Q4: 299 shares; 2026Q1: 972 shares; 2026Q2: 927 shares 927 $205K 0.01% -45 Timeline USB US BANCORP More: the full row for US BANCORP 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: 9,279 shares; 2025Q4: 9,367 shares; 2026Q1: 4,010 shares; 2026Q2: 3,392 shares 3,392 $205K 0.01% -618 Timeline MEOH METHANEX CORP More: the full row for METHANEX 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: 5,900 shares; 2026Q1: 4,637 shares; 2026Q2: 4,434 shares 4,434 $205K 0.01% -203 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC 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: 765 shares; 2025Q4: 1,254 shares; 2026Q1: 5,460 shares; 2026Q2: 5,358 shares 5,358 $204K 0.01% -102 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 19 shares; 2025Q4: 21 shares; 2026Q1: 109 shares; 2026Q2: 195 shares 195 $204K 0.01% +86 Timeline SYY SYSCO CORP More: the full row for SYSCO 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: 1,336 shares; 2025Q4: 945 shares; 2026Q1: 1,433 shares; 2026Q2: 2,428 shares 2,428 $203K 0.01% +995 Timeline XLI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 313 shares; 2026Q1: 318 shares; 2026Q2: 1,090 shares 1,090 $202K 0.01% +772 Timeline HNST HONEST CO INC More: the full row for HONEST 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: 54,400 shares; 2026Q1: 54,798 shares; 2026Q2: 54,949 shares 54,949 $201K 0.01% +151 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: 5,141 shares; 2025Q4: 2,923 shares; 2026Q1: 10,771 shares; 2026Q2: 11,046 shares 11,046 $175K 0.01% +275 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 10,244 shares 10,244 $120K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,039 shares; 2025Q3: 12,750 shares; 2025Q4: 13,218 shares; 2026Q1: 13,163 shares; 2026Q2: 12,518 shares 12,518 $73K <0.01% -645 Timeline NRGV ENERGY VAULT HOLDINGS INC More: the full row for ENERGY VAULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,528 shares; 2024Q4: 30,404 shares; 2025Q1: 30,404 shares; 2025Q2: 22,530 shares; 2025Q3: 22,530 shares; 2025Q4: 22,530 shares; 2026Q1: 12,530 shares; 2026Q2: 12,530 shares 12,530 $59K <0.01% 0 Timeline HTT HIGH TEMPLAR TECHNOLOGY LTD More: the full row for HIGH TEMPLAR TECHNOLOGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,550 shares; 2025Q3: 10,550 shares; 2025Q4: 10,550 shares; 2026Q1: 10,550 shares; 2026Q2: 10,550 shares 10,550 $27K <0.01% 0 Timeline HTZWW HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL 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: 13,706 shares; 2025Q3: 13,706 shares; 2025Q4: 13,706 shares; 2026Q1: 13,706 shares; 2026Q2: 13,706 shares 13,706 $14.9K <0.01% 0 Timeline BLOCK INC BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $9.44K <0.01% 0 ALIT ALIGHT INC More: the full row for ALIGHT 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: 13,904 shares 13,904 $7.79K <0.01% new Timeline