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: 1,995,584 shares; 2024Q4: 2,064,247 shares; 2025Q1: 2,166,873 shares; 2025Q2: 2,125,865 shares; 2025Q3: 2,125,703 shares; 2025Q4: 2,173,247 shares; 2026Q1: 2,184,097 shares; 2026Q2: 2,228,328 shares 2,228,328 $98.8M 13.11% +44,231 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: 587,129 shares; 2024Q4: 617,269 shares; 2025Q1: 637,576 shares; 2025Q2: 675,484 shares; 2025Q3: 637,933 shares; 2025Q4: 627,798 shares; 2026Q1: 635,792 shares; 2026Q2: 643,544 shares 643,544 $82.4M 10.93% +7,752 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: 704,833 shares; 2024Q4: 731,964 shares; 2025Q1: 777,686 shares; 2025Q2: 812,484 shares; 2025Q3: 813,543 shares; 2025Q4: 842,788 shares; 2026Q1: 873,258 shares; 2026Q2: 883,580 shares 883,580 $45.7M 6.06% +10,322 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: 641,758 shares; 2024Q4: 709,912 shares; 2025Q1: 759,614 shares; 2025Q2: 817,655 shares; 2025Q3: 853,261 shares; 2025Q4: 900,258 shares; 2026Q1: 932,172 shares; 2026Q2: 952,732 shares 952,732 $39.3M 5.21% +20,560 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,485 shares; 2024Q4: 365,039 shares; 2025Q1: 387,075 shares; 2025Q2: 412,324 shares; 2025Q3: 430,716 shares; 2025Q4: 438,278 shares; 2026Q1: 454,165 shares; 2026Q2: 459,468 shares 459,468 $37.6M 4.99% +5,303 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: 705,223 shares; 2024Q4: 798,584 shares; 2025Q1: 857,003 shares; 2025Q2: 883,048 shares; 2025Q3: 912,047 shares; 2025Q4: 940,566 shares; 2026Q1: 963,800 shares; 2026Q2: 1,008,819 shares 1,008,819 $37.6M 4.99% +45,019 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: 62,595 shares; 2024Q4: 130,293 shares; 2025Q1: 173,261 shares; 2025Q2: 327,338 shares; 2025Q3: 372,394 shares; 2025Q4: 404,292 shares; 2026Q1: 423,921 shares; 2026Q2: 452,203 shares 452,203 $37.1M 4.92% +28,282 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: 32,506 shares; 2024Q4: 180,921 shares; 2025Q1: 437,669 shares; 2025Q2: 562,502 shares; 2025Q3: 534,143 shares; 2025Q4: 539,150 shares; 2026Q1: 607,348 shares; 2026Q2: 645,927 shares 645,927 $32.8M 4.35% +38,579 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,430 shares; 2024Q4: 284,717 shares; 2025Q1: 291,468 shares; 2025Q2: 313,052 shares; 2025Q3: 314,435 shares; 2025Q4: 317,635 shares; 2026Q1: 320,134 shares; 2026Q2: 332,081 shares 332,081 $32M 4.25% +11,947 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,647 shares; 2024Q4: 338,357 shares; 2025Q1: 336,393 shares; 2025Q2: 358,129 shares; 2025Q3: 341,897 shares; 2025Q4: 331,828 shares; 2026Q1: 330,713 shares; 2026Q2: 332,244 shares 332,244 $29.6M 3.93% +1,531 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: 183,506 shares; 2024Q4: 254,633 shares; 2025Q1: 268,071 shares; 2025Q2: 280,649 shares; 2025Q3: 317,094 shares; 2025Q4: 425,472 shares; 2026Q1: 484,186 shares; 2026Q2: 528,603 shares 528,603 $25.2M 3.35% +44,417 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: 335,093 shares; 2024Q4: 355,251 shares; 2025Q1: 379,534 shares; 2025Q2: 378,081 shares; 2025Q3: 398,056 shares; 2025Q4: 406,509 shares; 2026Q1: 421,263 shares; 2026Q2: 438,518 shares 438,518 $17.6M 2.34% +17,255 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: 37,039 shares; 2024Q4: 39,770 shares; 2025Q1: 40,540 shares; 2025Q2: 40,335 shares; 2025Q3: 37,484 shares; 2025Q4: 40,473 shares; 2026Q1: 40,224 shares; 2026Q2: 40,034 shares 40,034 $11.6M 1.54% -190 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: 18,819 shares; 2024Q4: 18,736 shares; 2025Q1: 18,549 shares; 2025Q2: 18,971 shares; 2025Q3: 17,269 shares; 2025Q4: 16,345 shares; 2026Q1: 16,149 shares; 2026Q2: 15,422 shares 15,422 $11.5M 1.53% -727 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: 46,285 shares; 2024Q4: 44,839 shares; 2025Q1: 44,897 shares; 2025Q2: 44,691 shares; 2025Q3: 34,898 shares; 2025Q4: 26,846 shares; 2026Q1: 32,894 shares; 2026Q2: 32,349 shares 32,349 $11.1M 1.48% -545 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: 118,280 shares; 2024Q4: 118,319 shares; 2025Q1: 118,336 shares; 2025Q2: 119,762 shares; 2025Q3: 119,850 shares; 2025Q4: 119,068 shares; 2026Q1: 116,277 shares; 2026Q2: 111,815 shares 111,815 $10.8M 1.43% -4,462 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: 71,563 shares; 2024Q4: 91,900 shares; 2025Q1: 103,138 shares; 2025Q2: 108,651 shares; 2025Q3: 126,828 shares; 2025Q4: 197,721 shares; 2026Q1: 227,577 shares; 2026Q2: 251,315 shares 251,315 $10.6M 1.41% +23,738 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: 164,473 shares; 2024Q4: 176,492 shares; 2025Q1: 188,436 shares; 2025Q2: 216,996 shares; 2025Q3: 223,598 shares; 2025Q4: 241,423 shares; 2026Q1: 249,065 shares; 2026Q2: 255,345 shares 255,345 $10.4M 1.38% +6,280 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: 210,262 shares; 2024Q4: 211,838 shares; 2025Q1: 229,665 shares; 2025Q2: 260,534 shares; 2025Q3: 190,132 shares; 2025Q4: 188,224 shares; 2026Q1: 224,206 shares; 2026Q2: 229,431 shares 229,431 $8.45M 1.12% +5,225 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: 15,164 shares; 2024Q4: 16,673 shares; 2025Q1: 16,776 shares; 2025Q2: 16,801 shares; 2025Q3: 16,089 shares; 2025Q4: 16,010 shares; 2026Q1: 15,680 shares; 2026Q2: 15,538 shares 15,538 $5.8M 0.77% -142 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: 75,063 shares; 2024Q4: 77,214 shares; 2025Q1: 77,612 shares; 2025Q2: 77,437 shares; 2025Q3: 77,222 shares; 2025Q4: 76,218 shares; 2026Q1: 74,591 shares; 2026Q2: 74,620 shares 74,620 $5.22M 0.69% +29 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,980 shares; 2024Q4: 52,091 shares; 2025Q1: 51,228 shares; 2025Q2: 52,093 shares; 2025Q3: 41,794 shares; 2025Q4: 41,081 shares; 2026Q1: 40,591 shares; 2026Q2: 40,882 shares 40,882 $5.1M 0.68% +291 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: 51,713 shares; 2024Q4: 55,548 shares; 2025Q1: 57,279 shares; 2025Q2: 56,473 shares; 2025Q3: 55,717 shares; 2025Q4: 56,928 shares; 2026Q1: 57,507 shares; 2026Q2: 61,513 shares 61,513 $5.06M 0.67% +4,006 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: 10,332 shares; 2024Q4: 11,690 shares; 2025Q1: 11,591 shares; 2025Q2: 12,345 shares; 2025Q3: 11,872 shares; 2025Q4: 13,133 shares; 2026Q1: 13,081 shares; 2026Q2: 13,069 shares 13,069 $4.84M 0.64% -12 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: 6,766 shares; 2024Q4: 6,497 shares; 2025Q1: 6,466 shares; 2025Q2: 5,786 shares; 2025Q3: 5,733 shares; 2025Q4: 6,185 shares; 2026Q1: 6,188 shares; 2026Q2: 6,226 shares 6,226 $4.65M 0.62% +38 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: 13,556 shares; 2024Q4: 13,478 shares; 2025Q1: 13,223 shares; 2025Q2: 13,208 shares; 2025Q3: 13,229 shares; 2025Q4: 11,905 shares; 2026Q1: 12,265 shares; 2026Q2: 12,210 shares 12,210 $4.36M 0.58% -55 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: 5,823 shares; 2024Q4: 9,545 shares; 2025Q1: 24,429 shares; 2025Q2: 37,196 shares; 2025Q3: 35,753 shares; 2025Q4: 42,787 shares; 2026Q1: 49,157 shares; 2026Q2: 51,130 shares 51,130 $4.23M 0.56% +1,973 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: 9,102 shares; 2025Q1: 9,007 shares; 2025Q2: 9,404 shares; 2025Q3: 9,432 shares; 2025Q4: 9,435 shares; 2026Q1: 9,437 shares; 2026Q2: 9,439 shares 9,439 $4.09M 0.54% +2 Timeline AVIG 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: 62,381 shares; 2024Q4: 64,308 shares; 2025Q1: 63,235 shares; 2025Q2: 65,881 shares; 2025Q3: 68,842 shares; 2025Q4: 74,233 shares; 2026Q1: 87,365 shares; 2026Q2: 87,837 shares 87,837 $3.64M 0.48% +472 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: 22,384 shares; 2024Q4: 22,218 shares; 2025Q1: 21,213 shares; 2025Q2: 22,792 shares; 2025Q3: 22,710 shares; 2025Q4: 22,389 shares; 2026Q1: 21,664 shares; 2026Q2: 21,710 shares 21,710 $3.57M 0.47% +46 Timeline AVGE 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: 22,543 shares; 2024Q4: 23,106 shares; 2025Q1: 24,298 shares; 2025Q2: 28,122 shares; 2025Q3: 27,260 shares; 2025Q4: 27,695 shares; 2026Q1: 30,186 shares; 2026Q2: 32,246 shares 32,246 $3.2M 0.42% +2,060 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: 19,129 shares; 2024Q4: 17,907 shares; 2025Q1: 21,026 shares; 2025Q2: 22,357 shares; 2025Q3: 26,384 shares; 2025Q4: 28,855 shares; 2026Q1: 33,616 shares; 2026Q2: 31,344 shares 31,344 $3.1M 0.41% -2,272 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,316 shares; 2024Q4: 128,985 shares; 2025Q1: 127,236 shares; 2025Q2: 126,454 shares; 2025Q3: 122,147 shares; 2025Q4: 114,781 shares; 2026Q1: 109,646 shares; 2026Q2: 109,875 shares 109,875 $3.03M 0.4% +229 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: 7,272 shares; 2024Q4: 8,873 shares; 2025Q1: 9,691 shares; 2025Q2: 10,004 shares; 2025Q3: 9,217 shares; 2025Q4: 8,065 shares; 2026Q1: 8,031 shares; 2026Q2: 8,037 shares 8,037 $2.84M 0.38% +6 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,559 shares; 2025Q1: 2,631 shares; 2025Q2: 2,691 shares; 2025Q3: 2,616 shares; 2025Q4: 2,630 shares; 2026Q1: 5,110 shares; 2026Q2: 5,125 shares 5,125 $2.56M 0.34% +15 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: 2,723 shares; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,689 shares; 2025Q3: 2,656 shares; 2025Q4: 2,664 shares; 2026Q1: 2,664 shares; 2026Q2: 2,664 shares 2,664 $2.49M 0.33% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,593 shares; 2024Q4: 17,357 shares; 2025Q1: 16,382 shares; 2025Q2: 16,219 shares; 2025Q3: 14,739 shares; 2025Q4: 15,486 shares; 2026Q1: 15,222 shares; 2026Q2: 15,380 shares 15,380 $2.41M 0.32% +158 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: 84,858 shares; 2024Q4: 87,581 shares; 2025Q1: 94,288 shares; 2025Q2: 106,324 shares; 2025Q3: 90,626 shares; 2025Q4: 54,479 shares; 2026Q1: 60,459 shares; 2026Q2: 60,341 shares 60,341 $2.34M 0.31% -118 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,329 shares; 2024Q4: 30,116 shares; 2025Q1: 29,666 shares; 2025Q2: 30,050 shares; 2025Q3: 29,879 shares; 2025Q4: 28,956 shares; 2026Q1: 28,844 shares; 2026Q2: 27,827 shares 27,827 $2.3M 0.31% -1,017 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: 7,138 shares; 2024Q4: 7,142 shares; 2025Q1: 7,142 shares; 2025Q2: 6,992 shares; 2025Q3: 6,924 shares; 2025Q4: 6,995 shares; 2026Q1: 6,996 shares; 2026Q2: 6,997 shares 6,997 $2.29M 0.3% +1 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: 6,241 shares; 2024Q4: 6,241 shares; 2025Q1: 6,241 shares; 2025Q2: 6,285 shares; 2025Q3: 6,151 shares; 2025Q4: 6,151 shares; 2026Q1: 6,637 shares; 2026Q2: 6,654 shares 6,654 $2.28M 0.3% +17 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: 23,631 shares; 2024Q4: 23,737 shares; 2025Q1: 23,832 shares; 2025Q2: 23,453 shares; 2025Q3: 23,511 shares; 2025Q4: 18,999 shares; 2026Q1: 24,932 shares; 2026Q2: 25,011 shares 25,011 $2.28M 0.3% +79 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: 14,432 shares; 2024Q4: 14,458 shares; 2025Q1: 14,470 shares; 2025Q2: 14,470 shares; 2025Q3: 9,462 shares; 2025Q4: 9,479 shares; 2026Q1: 9,484 shares; 2026Q2: 9,489 shares 9,489 $2.25M 0.3% +5 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: 50,307 shares; 2024Q4: 47,021 shares; 2025Q1: 50,962 shares; 2025Q2: 61,946 shares; 2025Q3: 47,487 shares; 2025Q4: 44,200 shares; 2026Q1: 58,239 shares; 2026Q2: 55,493 shares 55,493 $2.19M 0.29% -2,746 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: 5,263 shares; 2024Q4: 5,266 shares; 2025Q1: 5,268 shares; 2025Q2: 5,271 shares; 2025Q3: 5,273 shares; 2025Q4: 5,276 shares; 2026Q1: 5,278 shares; 2026Q2: 5,280 shares 5,280 $2.16M 0.29% +2 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: 30,273 shares; 2024Q4: 30,188 shares; 2025Q1: 30,201 shares; 2025Q2: 29,992 shares; 2025Q3: 28,431 shares; 2025Q4: 28,813 shares; 2026Q1: 28,763 shares; 2026Q2: 25,738 shares 25,738 $2.13M 0.28% -3,025 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: 59,101 shares; 2024Q4: 59,156 shares; 2025Q1: 59,186 shares; 2025Q2: 59,296 shares; 2025Q3: 59,339 shares; 2025Q4: 60,454 shares; 2026Q1: 60,501 shares; 2026Q2: 60,599 shares 60,599 $2.07M 0.27% +98 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: 43,294 shares; 2024Q4: 49,460 shares; 2025Q1: 53,523 shares; 2025Q2: 63,610 shares; 2025Q3: 64,055 shares; 2025Q4: 65,321 shares; 2026Q1: 67,371 shares; 2026Q2: 70,221 shares 70,221 $2.03M 0.27% +2,850 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: 7,815 shares; 2024Q4: 7,782 shares; 2025Q1: 8,148 shares; 2025Q2: 7,797 shares; 2025Q3: 7,325 shares; 2025Q4: 7,949 shares; 2026Q1: 7,962 shares; 2026Q2: 7,969 shares 7,969 $1.94M 0.26% +7 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: 24,257 shares; 2024Q4: 24,806 shares; 2025Q1: 25,484 shares; 2025Q2: 25,027 shares; 2025Q3: 25,248 shares; 2025Q4: 23,881 shares; 2026Q1: 23,982 shares; 2026Q2: 24,109 shares 24,109 $1.88M 0.25% +127 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: 4,994 shares; 2024Q4: 5,074 shares; 2025Q1: 6,085 shares; 2025Q2: 9,193 shares; 2025Q3: 7,917 shares; 2025Q4: 8,786 shares; 2026Q1: 10,077 shares; 2026Q2: 9,042 shares 9,042 $1.81M 0.24% -1,035 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: 9,155 shares; 2024Q4: 9,184 shares; 2025Q1: 9,215 shares; 2025Q2: 9,215 shares; 2025Q3: 8,333 shares; 2025Q4: 8,931 shares; 2026Q1: 8,936 shares; 2026Q2: 8,940 shares 8,940 $1.77M 0.23% +4 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: 17,051 shares; 2024Q4: 17,263 shares; 2025Q1: 17,339 shares; 2025Q2: 17,438 shares; 2025Q3: 17,438 shares; 2025Q4: 17,386 shares; 2026Q1: 17,390 shares; 2026Q2: 16,802 shares 16,802 $1.73M 0.23% -588 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: 2,680 shares; 2024Q4: 3,654 shares; 2025Q1: 3,743 shares; 2025Q2: 5,549 shares; 2025Q3: 5,230 shares; 2025Q4: 6,559 shares; 2026Q1: 7,961 shares; 2026Q2: 6,297 shares 6,297 $1.5M 0.2% -1,664 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: 5,376 shares; 2024Q4: 5,376 shares; 2025Q1: 5,383 shares; 2025Q2: 5,383 shares; 2025Q3: 4,803 shares; 2025Q4: 4,867 shares; 2026Q1: 4,874 shares; 2026Q2: 4,816 shares 4,816 $1.46M 0.19% -58 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: 2,849 shares; 2024Q4: 2,849 shares; 2025Q1: 2,849 shares; 2025Q2: 2,849 shares; 2025Q3: 2,853 shares; 2025Q4: 2,713 shares; 2026Q1: 2,713 shares; 2026Q2: 2,723 shares 2,723 $1.4M 0.19% +10 Timeline AVSF 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: 19,227 shares; 2024Q4: 20,003 shares; 2025Q1: 19,842 shares; 2025Q2: 20,271 shares; 2025Q3: 20,038 shares; 2025Q4: 19,513 shares; 2026Q1: 28,823 shares; 2026Q2: 29,969 shares 29,969 $1.4M 0.19% +1,146 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,675 shares; 2024Q4: 40,938 shares; 2025Q1: 41,016 shares; 2025Q2: 46,281 shares; 2025Q3: 46,395 shares; 2025Q4: 34,675 shares; 2026Q1: 34,199 shares; 2026Q2: 33,778 shares 33,778 $1.37M 0.18% -421 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 1,321 shares; 2025Q2: 1,351 shares; 2025Q3: 1,498 shares; 2025Q4: 1,694 shares; 2026Q1: 1,753 shares; 2026Q2: 1,847 shares 1,847 $1.36M 0.18% +94 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: 14,584 shares; 2024Q4: 13,514 shares; 2025Q1: 15,716 shares; 2025Q2: 15,518 shares; 2025Q3: 15,214 shares; 2025Q4: 15,565 shares; 2026Q1: 14,687 shares; 2026Q2: 14,434 shares 14,434 $1.23M 0.16% -253 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares; 2026Q2: 6,600 shares 6,600 $1.22M 0.16% 0 Timeline AVRE 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: 24,125 shares; 2024Q4: 23,684 shares; 2025Q1: 25,528 shares; 2025Q2: 26,838 shares; 2025Q3: 28,716 shares; 2025Q4: 29,338 shares; 2026Q1: 26,993 shares; 2026Q2: 25,174 shares 25,174 $1.19M 0.16% -1,819 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,214 shares; 2024Q4: 13,223 shares; 2025Q1: 12,220 shares; 2025Q2: 12,946 shares; 2025Q3: not reported; 2025Q4: 12,392 shares; 2026Q1: 12,399 shares; 2026Q2: 12,497 shares 12,497 $1.19M 0.16% +98 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: 3,571 shares; 2024Q4: 3,571 shares; 2025Q1: 3,571 shares; 2025Q2: 3,571 shares; 2025Q3: 3,622 shares; 2025Q4: 3,751 shares; 2026Q1: 3,751 shares; 2026Q2: 3,751 shares 3,751 $1.15M 0.15% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,876 shares; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,953 shares; 2025Q3: 1,848 shares; 2025Q4: 2,002 shares; 2026Q1: 2,008 shares; 2026Q2: 2,008 shares 2,008 $1.13M 0.15% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,813 shares; 2024Q4: 12,386 shares; 2025Q1: 11,983 shares; 2025Q2: 11,737 shares; 2025Q3: 11,221 shares; 2025Q4: 10,620 shares; 2026Q1: 10,807 shares; 2026Q2: 10,835 shares 10,835 $1.13M 0.15% +28 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: 3,281 shares; 2024Q4: 3,281 shares; 2025Q1: 3,281 shares; 2025Q2: 3,255 shares; 2025Q3: 3,248 shares; 2025Q4: 3,388 shares; 2026Q1: 3,388 shares; 2026Q2: 13,334 shares 13,334 $1.07M 0.14% +9,946 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: 11,854 shares; 2024Q4: 13,773 shares; 2025Q1: 13,788 shares; 2025Q2: 13,805 shares; 2025Q3: 13,874 shares; 2025Q4: 13,727 shares; 2026Q1: 13,739 shares; 2026Q2: 13,752 shares 13,752 $1.06M 0.14% +13 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: 4,163 shares; 2024Q4: 4,184 shares; 2025Q1: 4,196 shares; 2025Q2: 4,203 shares; 2025Q3: 3,953 shares; 2025Q4: 4,237 shares; 2026Q1: 4,265 shares; 2026Q2: 4,285 shares 4,285 $1.06M 0.14% +20 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: 7,785 shares; 2024Q4: 7,437 shares; 2025Q1: 7,448 shares; 2025Q2: 7,279 shares; 2025Q3: 7,012 shares; 2025Q4: 7,031 shares; 2026Q1: 7,027 shares; 2026Q2: 7,039 shares 7,039 $1.04M 0.14% +12 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: 4,765 shares; 2024Q4: 4,769 shares; 2025Q1: 4,773 shares; 2025Q2: 4,752 shares; 2025Q3: 3,514 shares; 2025Q4: 3,419 shares; 2026Q1: 3,392 shares; 2026Q2: 3,395 shares 3,395 $1.02M 0.14% +3 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: 2,393 shares; 2024Q4: 2,275 shares; 2025Q1: 2,244 shares; 2025Q2: 2,267 shares; 2025Q3: 2,250 shares; 2025Q4: 2,415 shares; 2026Q1: 2,417 shares; 2026Q2: 2,447 shares 2,447 $1.02M 0.13% +30 Timeline SPLV 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: 18,649 shares; 2024Q4: 18,676 shares; 2025Q1: 15,599 shares; 2025Q2: 15,514 shares; 2025Q3: 15,543 shares; 2025Q4: 13,748 shares; 2026Q1: 13,080 shares; 2026Q2: 13,106 shares 13,106 $982K 0.13% +26 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: 3,375 shares; 2024Q4: 3,275 shares; 2025Q1: 3,175 shares; 2025Q2: 3,348 shares; 2025Q3: 3,416 shares; 2025Q4: 2,802 shares; 2026Q1: 2,802 shares; 2026Q2: 2,580 shares 2,580 $975K 0.13% -222 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: 3,789 shares; 2025Q4: 3,789 shares; 2026Q1: 3,809 shares; 2026Q2: 3,760 shares 3,760 $961K 0.13% -49 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: 5,220 shares; 2024Q4: 5,220 shares; 2025Q1: 5,220 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares; 2025Q4: 5,220 shares; 2026Q1: 5,220 shares; 2026Q2: 5,220 shares 5,220 $920K 0.12% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,390 shares; 2024Q4: 7,091 shares; 2025Q1: 7,092 shares; 2025Q2: 6,392 shares; 2025Q3: 5,959 shares; 2025Q4: 5,898 shares; 2026Q1: 5,900 shares; 2026Q2: 5,901 shares 5,901 $898K 0.12% +1 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: 515 shares; 2024Q4: 567 shares; 2025Q1: 970 shares; 2025Q2: 763 shares; 2025Q3: 745 shares; 2025Q4: 1,241 shares; 2026Q1: 1,270 shares; 2026Q2: 1,271 shares 1,271 $873K 0.12% +1 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: 21,676 shares; 2024Q4: 21,740 shares; 2025Q1: 21,793 shares; 2025Q2: 24,218 shares; 2025Q3: 17,370 shares; 2025Q4: 19,365 shares; 2026Q1: 18,728 shares; 2026Q2: 18,733 shares 18,733 $782K 0.1% +5 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: 20,267 shares; 2024Q4: 20,088 shares; 2025Q1: 17,543 shares; 2025Q2: 14,371 shares; 2025Q3: 14,394 shares; 2025Q4: 14,414 shares; 2026Q1: 14,435 shares; 2026Q2: 14,453 shares 14,453 $781K 0.1% +18 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,659 shares; 2024Q4: 4,564 shares; 2025Q1: 4,564 shares; 2025Q2: 4,564 shares; 2025Q3: 4,532 shares; 2025Q4: 4,616 shares; 2026Q1: 4,617 shares; 2026Q2: 4,533 shares 4,533 $771K 0.1% -84 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.1% 0 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: 2,665 shares; 2024Q4: 2,545 shares; 2025Q1: 2,545 shares; 2025Q2: 2,559 shares; 2025Q3: 2,573 shares; 2025Q4: 1,907 shares; 2026Q1: 1,907 shares; 2026Q2: 1,907 shares 1,907 $673K 0.09% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,943 shares; 2024Q4: 1,943 shares; 2025Q1: 1,943 shares; 2025Q2: 1,892 shares; 2025Q3: 1,892 shares; 2025Q4: 2,312 shares; 2026Q1: 2,312 shares; 2026Q2: 2,312 shares 2,312 $625K 0.08% 0 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: 6,470 shares; 2024Q4: 6,471 shares; 2025Q1: 5,871 shares; 2025Q2: 5,872 shares; 2025Q3: 4,736 shares; 2025Q4: 4,737 shares; 2026Q1: 4,675 shares; 2026Q2: 4,225 shares 4,225 $620K 0.08% -450 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: 10,129 shares; 2024Q4: 10,232 shares; 2025Q1: 10,232 shares; 2025Q2: 9,999 shares; 2025Q3: 5,800 shares; 2025Q4: 6,253 shares; 2026Q1: 5,308 shares; 2026Q2: 5,358 shares 5,358 $607K 0.08% +50 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: 6,020 shares; 2024Q4: 3,761 shares; 2025Q1: 3,761 shares; 2025Q2: 4,212 shares; 2025Q3: 4,212 shares; 2025Q4: 4,212 shares; 2026Q1: 4,212 shares; 2026Q2: 4,212 shares 4,212 $571K 0.08% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,450 shares; 2024Q4: 5,902 shares; 2025Q1: 5,902 shares; 2025Q2: 5,802 shares; 2025Q3: 5,802 shares; 2025Q4: 5,802 shares; 2026Q1: 5,877 shares; 2026Q2: 5,802 shares 5,802 $570K 0.08% -75 Timeline GSLC 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: 3,935 shares; 2024Q4: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,935 shares; 2025Q3: 3,935 shares; 2025Q4: 3,935 shares; 2026Q1: 3,935 shares; 2026Q2: 3,935 shares 3,935 $558K 0.07% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 568 shares; 2026Q1: 569 shares; 2026Q2: 4,594 shares 4,594 $549K 0.07% +4,025 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: 3,918 shares; 2024Q4: not reported; 2025Q1: 4,057 shares; 2025Q2: 4,922 shares; 2025Q3: 4,926 shares; 2025Q4: 7,624 shares; 2026Q1: 7,630 shares; 2026Q2: 7,649 shares 7,649 $545K 0.07% +19 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: 13,497 shares; 2024Q4: 13,497 shares; 2025Q1: 13,497 shares; 2025Q2: 13,497 shares; 2025Q3: 13,497 shares; 2025Q4: 13,497 shares; 2026Q1: 13,497 shares; 2026Q2: 13,497 shares 13,497 $542K 0.07% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 536 shares; 2025Q3: not reported; 2025Q4: 507 shares; 2026Q1: 507 shares; 2026Q2: 507 shares 507 $540K 0.07% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,242 shares; 2026Q1: 2,242 shares; 2026Q2: 2,242 shares 2,242 $534K 0.07% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,192 shares; 2024Q4: 1,021 shares; 2025Q1: 1,021 shares; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares; 2026Q2: 1,021 shares 1,021 $512K 0.07% 0 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: 2,619 shares; 2024Q4: 2,625 shares; 2025Q1: 2,630 shares; 2025Q2: 2,635 shares; 2025Q3: 2,641 shares; 2025Q4: 2,148 shares; 2026Q1: 2,154 shares; 2026Q2: 2,033 shares 2,033 $493K 0.07% -121 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: 2,867 shares; 2024Q4: 2,867 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,518 shares; 2025Q4: 2,520 shares; 2026Q1: 2,169 shares; 2026Q2: 2,169 shares 2,169 $478K 0.06% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,208 shares; 2024Q4: 2,208 shares; 2025Q1: 3,783 shares; 2025Q2: 3,797 shares; 2025Q3: 3,403 shares; 2025Q4: 3,416 shares; 2026Q1: 3,428 shares; 2026Q2: 3,440 shares 3,440 $471K 0.06% +12 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: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $469K 0.06% 0 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: not reported; 2025Q4: 3,136 shares; 2026Q1: 3,147 shares; 2026Q2: 3,156 shares 3,156 $461K 0.06% +9 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,543 shares; 2024Q4: 5,592 shares; 2025Q1: 5,592 shares; 2025Q2: 5,592 shares; 2025Q3: 5,592 shares; 2025Q4: 5,592 shares; 2026Q1: 5,592 shares; 2026Q2: 5,592 shares 5,592 $449K 0.06% 0 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: 1,563 shares; 2024Q4: 1,563 shares; 2025Q1: 1,171 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares; 2026Q1: 1,473 shares; 2026Q2: 1,743 shares 1,743 $429K 0.06% +270 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,841 shares; 2024Q4: 2,842 shares; 2025Q1: 2,842 shares; 2025Q2: 2,848 shares; 2025Q3: 2,853 shares; 2025Q4: 2,860 shares; 2026Q1: 2,864 shares; 2026Q2: 2,789 shares 2,789 $419K 0.06% -75 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: 596 shares; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 802 shares; 2026Q1: 802 shares; 2026Q2: 4,815 shares 4,815 $415K 0.06% +4,013 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 5,144 shares; 2025Q1: 5,144 shares; 2025Q2: 5,269 shares; 2025Q3: 5,144 shares; 2025Q4: 5,144 shares; 2026Q1: 5,144 shares; 2026Q2: 5,144 shares 5,144 $407K 0.05% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,674 shares; 2024Q4: 1,959 shares; 2025Q1: 1,945 shares; 2025Q2: 1,609 shares; 2025Q3: 1,466 shares; 2025Q4: 1,578 shares; 2026Q1: 1,579 shares; 2026Q2: 1,580 shares 1,580 $401K 0.05% +1 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: 3,117 shares; 2024Q4: 3,119 shares; 2025Q1: 3,121 shares; 2025Q2: 3,123 shares; 2025Q3: 3,125 shares; 2025Q4: 3,127 shares; 2026Q1: 3,127 shares; 2026Q2: 3,127 shares 3,127 $400K 0.05% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,079 shares; 2024Q4: 8,079 shares; 2025Q1: 8,579 shares; 2025Q2: 8,579 shares; 2025Q3: 8,379 shares; 2025Q4: 7,737 shares; 2026Q1: 7,737 shares; 2026Q2: 7,737 shares 7,737 $390K 0.05% 0 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: 8,277 shares; 2024Q4: 8,077 shares; 2025Q1: 8,077 shares; 2025Q2: 8,077 shares; 2025Q3: 7,141 shares; 2025Q4: 7,349 shares; 2026Q1: 6,895 shares; 2026Q2: 6,697 shares 6,697 $382K 0.05% -198 Timeline FENI 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: 9,088 shares; 2024Q4: 9,114 shares; 2025Q1: 9,146 shares; 2025Q2: 9,194 shares; 2025Q3: 9,215 shares; 2025Q4: 9,260 shares; 2026Q1: 9,294 shares; 2026Q2: 9,336 shares 9,336 $375K 0.05% +42 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: 7,787 shares; 2024Q4: 7,790 shares; 2025Q1: 7,689 shares; 2025Q2: 7,775 shares; 2025Q3: 7,841 shares; 2025Q4: 8,933 shares; 2026Q1: 8,933 shares; 2026Q2: 9,063 shares 9,063 $374K 0.05% +130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,749 shares; 2026Q1: 1,749 shares; 2026Q2: 1,749 shares 1,749 $372K 0.05% 0 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: 3,565 shares; 2024Q4: 11,971 shares; 2025Q1: 10,793 shares; 2025Q2: 11,698 shares; 2025Q3: 11,747 shares; 2025Q4: 11,799 shares; 2026Q1: 11,847 shares; 2026Q2: 11,892 shares 11,892 $370K 0.05% +45 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: 6,983 shares; 2024Q4: 6,939 shares; 2025Q1: 7,325 shares; 2025Q2: 7,372 shares; 2025Q3: 7,331 shares; 2025Q4: 7,384 shares; 2026Q1: 7,411 shares; 2026Q2: 7,452 shares 7,452 $360K 0.05% +41 Timeline IUSB 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: 7,696 shares; 2025Q4: 7,727 shares; 2026Q1: 7,742 shares; 2026Q2: 7,765 shares 7,765 $358K 0.05% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 261 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 296 shares; 2026Q2: 296 shares 296 $355K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,028 shares; 2025Q2: 3,906 shares; 2025Q3: 3,726 shares; 2025Q4: 4,270 shares; 2026Q1: 4,270 shares; 2026Q2: 4,293 shares 4,293 $349K 0.05% +23 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,380 shares; 2024Q4: 2,773 shares; 2025Q1: 2,773 shares; 2025Q2: 2,673 shares; 2025Q3: 2,673 shares; 2025Q4: 2,593 shares; 2026Q1: 2,593 shares; 2026Q2: 2,593 shares 2,593 $341K 0.05% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: 2,480 shares; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares 2,480 $340K 0.05% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,090 shares; 2024Q4: 3,102 shares; 2025Q1: 3,111 shares; 2025Q2: 3,073 shares; 2025Q3: 3,083 shares; 2025Q4: 3,095 shares; 2026Q1: 3,080 shares; 2026Q2: 3,083 shares 3,083 $340K 0.05% +3 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,109 shares; 2024Q4: 3,110 shares; 2025Q1: 3,111 shares; 2025Q2: 3,688 shares; 2025Q3: 3,688 shares; 2025Q4: 3,689 shares; 2026Q1: 3,690 shares; 2026Q2: 3,691 shares 3,691 $339K 0.04% +1 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: 1,169 shares; 2024Q4: 1,199 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,176 shares; 2025Q4: 1,327 shares; 2026Q1: 1,327 shares; 2026Q2: 1,327 shares 1,327 $334K 0.04% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 815 shares; 2026Q1: 736 shares; 2026Q2: 3,680 shares 3,680 $324K 0.04% +2,944 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: not reported; 2025Q4: 939 shares; 2026Q1: 940 shares; 2026Q2: 941 shares 941 $322K 0.04% +1 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: 6,519 shares; 2024Q4: 5,516 shares; 2025Q1: 4,511 shares; 2025Q2: 4,512 shares; 2025Q3: 4,513 shares; 2025Q4: 4,515 shares; 2026Q1: 4,516 shares; 2026Q2: 4,262 shares 4,262 $308K 0.04% -254 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares; 2026Q2: 2,856 shares 2,856 $306K 0.04% +1 Timeline AVSC 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: 4,486 shares; 2025Q3: 4,494 shares; 2025Q4: 4,533 shares; 2026Q1: 4,536 shares; 2026Q2: 4,074 shares 4,074 $299K 0.04% -462 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,182 shares; 2024Q4: 8,182 shares; 2025Q1: 8,182 shares; 2025Q2: 8,182 shares; 2025Q3: 8,182 shares; 2025Q4: 8,182 shares; 2026Q1: 8,182 shares; 2026Q2: 8,182 shares 8,182 $299K 0.04% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,636 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares; 2026Q1: 1,636 shares; 2026Q2: 1,636 shares 1,636 $298K 0.04% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares; 2026Q2: 1,110 shares 1,110 $298K 0.04% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,722 shares; 2024Q4: 3,462 shares; 2025Q1: 3,462 shares; 2025Q2: 3,462 shares; 2025Q3: 3,462 shares; 2025Q4: 3,162 shares; 2026Q1: 3,162 shares; 2026Q2: 3,162 shares 3,162 $286K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,882 shares; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: 2,717 shares; 2025Q3: 2,387 shares; 2025Q4: 2,787 shares; 2026Q1: 2,787 shares; 2026Q2: 2,787 shares 2,787 $285K 0.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: not reported; 2025Q4: 772 shares; 2026Q1: 772 shares; 2026Q2: 773 shares 773 $283K 0.04% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 2,254 shares 2,254 $280K 0.04% +1,691 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,541 shares; 2024Q4: 6,541 shares; 2025Q1: 6,541 shares; 2025Q2: 6,541 shares; 2025Q3: 4,862 shares; 2025Q4: 3,981 shares; 2026Q1: 4,811 shares; 2026Q2: 4,819 shares 4,819 $279K 0.04% +8 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: 590 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 540 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 542 shares; 2026Q2: 542 shares 542 $276K 0.04% 0 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & 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: 5,376 shares; 2025Q4: 5,376 shares; 2026Q1: 5,376 shares; 2026Q2: 5,376 shares 5,376 $271K 0.04% 0 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: 2,597 shares; 2024Q4: 2,635 shares; 2025Q1: 2,623 shares; 2025Q2: 2,780 shares; 2025Q3: 2,802 shares; 2025Q4: 2,764 shares; 2026Q1: 2,773 shares; 2026Q2: 2,781 shares 2,781 $268K 0.04% +8 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,904 shares; 2024Q4: 7,814 shares; 2025Q1: 7,814 shares; 2025Q2: 7,814 shares; 2025Q3: 7,814 shares; 2025Q4: 5,744 shares; 2026Q1: 5,744 shares; 2026Q2: 5,744 shares 5,744 $267K 0.04% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 866 shares; 2024Q4: 766 shares; 2025Q1: 766 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 676 shares 676 $263K 0.03% 0 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,040 shares; 2026Q1: not reported; 2026Q2: 6,052 shares 6,052 $259K 0.03% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,194 shares 2,194 $258K 0.03% new 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: 3,072 shares; 2024Q4: 3,081 shares; 2025Q1: 3,081 shares; 2025Q2: 3,081 shares; 2025Q3: 3,081 shares; 2025Q4: 3,081 shares; 2026Q1: 3,081 shares; 2026Q2: 3,081 shares 3,081 $258K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,088 shares; 2026Q1: 1,088 shares; 2026Q2: 912 shares 912 $256K 0.03% -176 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: 18,328 shares; 2024Q4: 18,691 shares; 2025Q1: 18,706 shares; 2025Q2: 11,964 shares; 2025Q3: 9,732 shares; 2025Q4: 9,646 shares; 2026Q1: 9,667 shares; 2026Q2: 9,700 shares 9,700 $254K 0.03% +33 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: 5,255 shares; 2024Q4: 5,317 shares; 2025Q1: 5,319 shares; 2025Q2: 5,338 shares; 2025Q3: 4,274 shares; 2025Q4: 4,294 shares; 2026Q1: 4,294 shares; 2026Q2: 4,240 shares 4,240 $253K 0.03% -54 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,824 shares; 2024Q4: 2,824 shares; 2025Q1: 2,824 shares; 2025Q2: 2,824 shares; 2025Q3: 2,824 shares; 2025Q4: 1,455 shares; 2026Q1: 1,455 shares; 2026Q2: 1,455 shares 1,455 $251K 0.03% 0 Timeline ACWI 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: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares; 2026Q2: 1,563 shares 1,563 $245K 0.03% 0 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: not reported; 2025Q4: not reported; 2026Q1: 940 shares; 2026Q2: 940 shares 940 $245K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 524 shares; 2026Q1: 561 shares; 2026Q2: 581 shares 581 $244K 0.03% +20 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,959 shares; 2024Q4: 3,780 shares; 2025Q1: 3,785 shares; 2025Q2: 3,790 shares; 2025Q3: 2,101 shares; 2025Q4: 2,105 shares; 2026Q1: not reported; 2026Q2: 2,115 shares 2,115 $240K 0.03% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares; 2026Q2: 1,448 shares 1,448 $237K 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,532 shares; 2024Q4: 2,532 shares; 2025Q1: 2,532 shares; 2025Q2: 2,170 shares; 2025Q3: 2,210 shares; 2025Q4: 2,037 shares; 2026Q1: 1,996 shares; 2026Q2: 1,996 shares 1,996 $235K 0.03% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,960 shares 1,960 $230K 0.03% new 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: 442 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 442 shares; 2026Q2: 442 shares 442 $229K 0.03% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $218K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,419 shares; 2026Q1: 1,419 shares; 2026Q2: 1,436 shares 1,436 $218K 0.03% +17 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: not reported; 2024Q4: 1,618 shares; 2025Q1: not reported; 2025Q2: 1,577 shares; 2025Q3: 1,581 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,318 shares 1,318 $216K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,729 shares 3,729 $205K 0.03% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,290 shares 1,290 $201K 0.03% new Timeline