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: 321,181 shares; 2024Q4: 334,709 shares; 2025Q1: 340,337 shares; 2025Q2: 346,641 shares; 2025Q3: 346,556 shares; 2025Q4: 348,344 shares; 2026Q1: 355,403 shares; 2026Q2: 360,681 shares 360,681 $133M 32.99% +5,278 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: 750,236 shares; 2024Q4: 804,288 shares; 2025Q1: 839,732 shares; 2025Q2: 857,699 shares; 2025Q3: 872,210 shares; 2025Q4: 884,270 shares; 2026Q1: 895,783 shares; 2026Q2: 908,819 shares 908,819 $64.8M 16.01% +13,036 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: 809,493 shares; 2024Q4: 863,666 shares; 2025Q1: 906,190 shares; 2025Q2: 932,988 shares; 2025Q3: 939,792 shares; 2025Q4: 957,726 shares; 2026Q1: 965,195 shares; 2026Q2: 957,955 shares 957,955 $38.9M 9.62% -7,240 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: 720,794 shares; 2024Q4: 766,066 shares; 2025Q1: 787,747 shares; 2025Q2: 832,987 shares; 2025Q3: 845,116 shares; 2025Q4: 887,728 shares; 2026Q1: 901,546 shares; 2026Q2: 922,462 shares 922,462 $35.8M 8.84% +20,916 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: 93,196 shares; 2024Q4: 113,120 shares; 2025Q1: 127,231 shares; 2025Q2: 136,133 shares; 2025Q3: 147,431 shares; 2025Q4: 169,053 shares; 2026Q1: 173,413 shares; 2026Q2: 195,687 shares 195,687 $15.5M 3.82% +22,274 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: 328,567 shares; 2024Q4: 347,739 shares; 2025Q1: 364,665 shares; 2025Q2: 371,377 shares; 2025Q3: 368,864 shares; 2025Q4: 364,574 shares; 2026Q1: 369,183 shares; 2026Q2: 372,300 shares 372,300 $14.9M 3.69% +3,117 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,765 shares; 2024Q4: 173,491 shares; 2025Q1: 182,083 shares; 2025Q2: 190,985 shares; 2025Q3: 198,788 shares; 2025Q4: 213,111 shares; 2026Q1: 217,601 shares; 2026Q2: 238,993 shares 238,993 $14.1M 3.48% +21,392 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: 192,956 shares; 2024Q4: 209,508 shares; 2025Q1: 221,387 shares; 2025Q2: 229,823 shares; 2025Q3: 236,768 shares; 2025Q4: 265,645 shares; 2026Q1: 273,411 shares; 2026Q2: 289,183 shares 289,183 $13.7M 3.39% +15,772 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: 124,531 shares; 2024Q4: 130,675 shares; 2025Q1: 134,549 shares; 2025Q2: 136,955 shares; 2025Q3: 140,244 shares; 2025Q4: 144,805 shares; 2026Q1: 146,354 shares; 2026Q2: 153,282 shares 153,282 $12.7M 3.13% +6,928 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: 49,518 shares; 2024Q4: 147,465 shares; 2025Q1: 225,257 shares; 2025Q2: 243,239 shares; 2025Q3: 252,400 shares; 2025Q4: 245,849 shares; 2026Q1: 246,052 shares; 2026Q2: 238,748 shares 238,748 $6.91M 1.71% -7,304 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: 62,486 shares; 2024Q4: 65,064 shares; 2025Q1: 63,795 shares; 2025Q2: 53,703 shares; 2025Q3: 54,080 shares; 2025Q4: 53,462 shares; 2026Q1: 53,119 shares; 2026Q2: 53,875 shares 53,875 $5.8M 1.43% +756 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: 57,084 shares; 2024Q4: 150,843 shares; 2025Q1: 150,411 shares; 2025Q2: 165,095 shares; 2025Q3: 145,239 shares; 2025Q4: 146,201 shares; 2026Q1: 146,056 shares; 2026Q2: 138,082 shares 138,082 $3.82M 0.95% -7,974 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: 66,504 shares; 2024Q4: 66,410 shares; 2025Q1: 65,727 shares; 2025Q2: 66,981 shares; 2025Q3: 67,168 shares; 2025Q4: 67,152 shares; 2026Q1: 67,228 shares; 2026Q2: 67,393 shares 67,393 $2.99M 0.74% +165 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: 20,426 shares; 2024Q4: 24,227 shares; 2025Q1: 24,227 shares; 2025Q2: 27,166 shares; 2025Q3: 27,572 shares; 2025Q4: 27,638 shares; 2026Q1: 27,450 shares; 2026Q2: 26,446 shares 26,446 $2.55M 0.63% -1,004 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: 44,961 shares; 2024Q4: 42,543 shares; 2025Q1: 42,168 shares; 2025Q2: 38,594 shares; 2025Q3: 37,753 shares; 2025Q4: 36,398 shares; 2026Q1: 35,687 shares; 2026Q2: 35,297 shares 35,297 $2.15M 0.53% -390 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: 23,405 shares; 2024Q4: 23,223 shares; 2025Q1: 23,220 shares; 2025Q2: 23,021 shares; 2025Q3: 22,941 shares; 2025Q4: 22,805 shares; 2026Q1: 22,779 shares; 2026Q2: 22,694 shares 22,694 $2.06M 0.51% -85 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: 5,331 shares; 2024Q4: 5,442 shares; 2025Q1: 5,723 shares; 2025Q2: 6,191 shares; 2025Q3: 6,192 shares; 2025Q4: 6,220 shares; 2026Q1: 6,355 shares; 2026Q2: 7,031 shares 7,031 $2.03M 0.5% +676 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: 12,061 shares; 2024Q4: 13,790 shares; 2025Q1: 14,536 shares; 2025Q2: 13,625 shares; 2025Q3: 14,726 shares; 2025Q4: 14,373 shares; 2026Q1: 14,063 shares; 2026Q2: 15,900 shares 15,900 $1.69M 0.42% +1,837 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: 8,337 shares; 2024Q4: 9,269 shares; 2025Q1: 19,867 shares; 2025Q2: 14,677 shares; 2025Q3: 14,186 shares; 2025Q4: 14,240 shares; 2026Q1: 14,210 shares; 2026Q2: 13,334 shares 13,334 $1.66M 0.41% -876 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,976 shares; 2025Q3: 9,976 shares; 2025Q4: 9,610 shares; 2026Q1: 9,610 shares; 2026Q2: 9,610 shares 9,610 $1.58M 0.39% 0 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: 26,931 shares; 2024Q4: 27,214 shares; 2025Q1: 27,214 shares; 2025Q2: 27,559 shares; 2025Q3: 27,504 shares; 2025Q4: 27,878 shares; 2026Q1: 27,878 shares; 2026Q2: 28,186 shares 28,186 $1.42M 0.35% +308 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: 23,826 shares; 2024Q4: 23,777 shares; 2025Q1: 23,368 shares; 2025Q2: 23,116 shares; 2025Q3: 22,714 shares; 2025Q4: 22,707 shares; 2026Q1: 22,495 shares; 2026Q2: 22,268 shares 22,268 $1.33M 0.33% -227 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: 22,660 shares; 2024Q4: 22,699 shares; 2025Q1: 22,734 shares; 2025Q2: 21,206 shares; 2025Q3: 21,239 shares; 2025Q4: 21,265 shares; 2026Q1: 21,146 shares; 2026Q2: 21,171 shares 21,171 $1.16M 0.29% +25 Timeline SPSM 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: 20,064 shares; 2024Q4: 19,918 shares; 2025Q1: 20,194 shares; 2025Q2: 19,552 shares; 2025Q3: 19,428 shares; 2025Q4: 19,003 shares; 2026Q1: 19,104 shares; 2026Q2: 19,051 shares 19,051 $1.1M 0.27% -53 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: 981 shares; 2024Q4: 1,157 shares; 2025Q1: 1,296 shares; 2025Q2: 2,868 shares; 2025Q3: 2,905 shares; 2025Q4: 2,788 shares; 2026Q1: 2,765 shares; 2026Q2: 2,731 shares 2,731 $1.02M 0.25% -34 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,703 shares; 2024Q4: 3,735 shares; 2025Q1: 3,702 shares; 2025Q2: 3,702 shares; 2025Q3: 3,718 shares; 2025Q4: 3,747 shares; 2026Q1: 3,762 shares; 2026Q2: 4,095 shares 4,095 $969K 0.24% +333 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: 9,026 shares; 2024Q4: 7,553 shares; 2025Q1: not reported; 2025Q2: 24,510 shares; 2025Q3: 24,473 shares; 2025Q4: 18,984 shares; 2026Q1: 18,984 shares; 2026Q2: 19,021 shares 19,021 $962K 0.24% +37 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: 11,587 shares; 2024Q4: 11,587 shares; 2025Q1: 10,987 shares; 2025Q2: 10,987 shares; 2025Q3: 10,987 shares; 2025Q4: 10,987 shares; 2026Q1: 10,987 shares; 2026Q2: 10,987 shares 10,987 $900K 0.22% 0 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: 1,539 shares; 2024Q4: 1,653 shares; 2025Q1: 1,565 shares; 2025Q2: 1,400 shares; 2025Q3: 1,403 shares; 2025Q4: 1,296 shares; 2026Q1: 1,281 shares; 2026Q2: 1,204 shares 1,204 $899K 0.22% -77 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 665 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 698 shares; 2026Q1: 705 shares; 2026Q2: 711 shares 711 $853K 0.21% +6 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,157 shares; 2025Q3: 5,157 shares; 2025Q4: 5,157 shares; 2026Q1: 5,157 shares; 2026Q2: 5,190 shares 5,190 $770K 0.19% +33 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: 1,405 shares; 2024Q4: 1,449 shares; 2025Q1: 1,506 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares; 2026Q2: 1,005 shares 1,005 $752K 0.19% +1 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: 5,763 shares; 2024Q4: 5,763 shares; 2025Q1: 5,843 shares; 2025Q2: 5,979 shares; 2025Q3: 5,998 shares; 2025Q4: 5,993 shares; 2026Q1: 6,033 shares; 2026Q2: 6,310 shares 6,310 $715K 0.18% +277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,813 shares 2,813 $714K 0.18% new 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: not reported; 2024Q4: 1,642 shares; 2025Q1: 2,185 shares; 2025Q2: 2,840 shares; 2025Q3: 2,987 shares; 2025Q4: 3,039 shares; 2026Q1: 3,791 shares; 2026Q2: 3,505 shares 3,505 $701K 0.17% -286 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: 6,066 shares; 2024Q4: 5,995 shares; 2025Q1: 5,981 shares; 2025Q2: 5,981 shares; 2025Q3: 5,945 shares; 2025Q4: 5,871 shares; 2026Q1: 5,864 shares; 2026Q2: 6,084 shares 6,084 $664K 0.16% +220 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: 20,832 shares; 2024Q4: 23,178 shares; 2025Q1: 26,717 shares; 2025Q2: 25,366 shares; 2025Q3: 22,488 shares; 2025Q4: 21,569 shares; 2026Q1: 21,582 shares; 2026Q2: 21,732 shares 21,732 $630K 0.16% +150 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: not reported; 2024Q4: not reported; 2025Q1: 1,886 shares; 2025Q2: 2,038 shares; 2025Q3: 2,086 shares; 2025Q4: 2,150 shares; 2026Q1: 2,235 shares; 2026Q2: 2,396 shares 2,396 $571K 0.14% +161 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: 18,365 shares; 2024Q4: 18,456 shares; 2025Q1: 18,494 shares; 2025Q2: 19,336 shares; 2025Q3: 19,428 shares; 2025Q4: 19,558 shares; 2026Q1: 19,784 shares; 2026Q2: 19,784 shares 19,784 $546K 0.14% 0 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: 3,914 shares; 2024Q4: 6,303 shares; 2025Q1: 6,103 shares; 2025Q2: 7,022 shares; 2025Q3: 6,372 shares; 2025Q4: 6,452 shares; 2026Q1: 5,469 shares; 2026Q2: 5,235 shares 5,235 $539K 0.13% -234 Timeline GWX 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: 12,284 shares; 2024Q4: 12,440 shares; 2025Q1: 12,440 shares; 2025Q2: 12,606 shares; 2025Q3: 11,529 shares; 2025Q4: 11,716 shares; 2026Q1: 11,639 shares; 2026Q2: 11,780 shares 11,780 $516K 0.13% +141 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 853 shares; 2026Q1: 925 shares; 2026Q2: 1,352 shares 1,352 $483K 0.12% +427 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: 5,284 shares; 2024Q4: 15,852 shares; 2025Q1: 15,852 shares; 2025Q2: 15,852 shares; 2025Q3: 15,852 shares; 2025Q4: 15,852 shares; 2026Q1: 15,852 shares; 2026Q2: 15,852 shares 15,852 $467K 0.12% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,473 shares; 2024Q4: 4,448 shares; 2025Q1: 4,542 shares; 2025Q2: 6,748 shares; 2025Q3: 6,748 shares; 2025Q4: 6,748 shares; 2026Q1: 6,748 shares; 2026Q2: 6,748 shares 6,748 $448K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,084 shares; 2026Q2: 1,179 shares 1,179 $445K 0.11% +95 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: 438 shares; 2024Q4: 438 shares; 2025Q1: 446 shares; 2025Q2: 453 shares; 2025Q3: 446 shares; 2025Q4: 442 shares; 2026Q1: 453 shares; 2026Q2: 468 shares 468 $438K 0.11% +15 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: 521 shares; 2024Q4: 529 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 607 shares; 2026Q2: 631 shares 631 $433K 0.11% +24 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: 3,032 shares; 2025Q3: 3,040 shares; 2025Q4: 3,049 shares; 2026Q1: 3,298 shares; 2026Q2: 3,302 shares 3,302 $423K 0.1% +4 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: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares; 2026Q2: 3,307 shares 3,307 $395K 0.1% +2,885 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,863 shares 4,863 $395K 0.1% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,897 shares; 2024Q4: 8,527 shares; 2025Q1: 8,114 shares; 2025Q2: 7,857 shares; 2025Q3: 7,790 shares; 2025Q4: 7,696 shares; 2026Q1: 7,696 shares; 2026Q2: 7,590 shares 7,590 $365K 0.09% -106 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: 8,570 shares; 2024Q4: 8,651 shares; 2025Q1: 8,681 shares; 2025Q2: 6,909 shares; 2025Q3: 6,938 shares; 2025Q4: 6,970 shares; 2026Q1: 6,605 shares; 2026Q2: 6,697 shares 6,697 $362K 0.09% +92 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: 5,161 shares; 2024Q4: 5,209 shares; 2025Q1: 5,239 shares; 2025Q2: 6,252 shares; 2025Q3: 5,859 shares; 2025Q4: 5,914 shares; 2026Q1: 5,949 shares; 2026Q2: 7,396 shares 7,396 $358K 0.09% +1,447 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,515 shares; 2024Q4: 3,515 shares; 2025Q1: 3,530 shares; 2025Q2: 3,545 shares; 2025Q3: 3,520 shares; 2025Q4: 3,530 shares; 2026Q1: 3,550 shares; 2026Q2: 3,714 shares 3,714 $340K 0.08% +164 Timeline SPTI 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: 8,733 shares; 2024Q4: 8,689 shares; 2025Q1: 9,653 shares; 2025Q2: 9,681 shares; 2025Q3: 11,468 shares; 2025Q4: 11,961 shares; 2026Q1: 11,856 shares; 2026Q2: 11,674 shares 11,674 $331K 0.08% -182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,343 shares 6,343 $318K 0.08% new 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: 1,845 shares; 2024Q4: 1,852 shares; 2025Q1: 1,479 shares; 2025Q2: 1,494 shares; 2025Q3: 1,485 shares; 2025Q4: 1,491 shares; 2026Q1: 1,218 shares; 2026Q2: 1,371 shares 1,371 $307K 0.08% +153 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,063 shares; 2024Q4: 5,063 shares; 2025Q1: 5,063 shares; 2025Q2: 5,722 shares; 2025Q3: 5,722 shares; 2025Q4: 5,722 shares; 2026Q1: 5,722 shares; 2026Q2: 5,722 shares 5,722 $301K 0.07% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,444 shares; 2024Q4: 5,444 shares; 2025Q1: 5,444 shares; 2025Q2: 5,444 shares; 2025Q3: 5,452 shares; 2025Q4: 5,470 shares; 2026Q1: 5,470 shares; 2026Q2: 5,470 shares 5,470 $291K 0.07% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 378 shares; 2025Q1: 380 shares; 2025Q2: 385 shares; 2025Q3: 381 shares; 2025Q4: 382 shares; 2026Q1: 386 shares; 2026Q2: 383 shares 383 $290K 0.07% -3 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: 512 shares; 2024Q4: 522 shares; 2025Q1: 556 shares; 2025Q2: 555 shares; 2025Q3: 569 shares; 2025Q4: 566 shares; 2026Q1: 552 shares; 2026Q2: 550 shares 550 $275K 0.07% -2 Timeline CMDY 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: 5,125 shares; 2024Q4: 5,346 shares; 2025Q1: 5,346 shares; 2025Q2: not reported; 2025Q3: 4,278 shares; 2025Q4: 4,813 shares; 2026Q1: 4,857 shares; 2026Q2: 4,910 shares 4,910 $271K 0.07% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,565 shares 1,565 $259K 0.06% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,351 shares; 2026Q2: 3,361 shares 3,361 $246K 0.06% +10 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: 5,907 shares; 2024Q4: 6,022 shares; 2025Q1: 6,051 shares; 2025Q2: 8,253 shares; 2025Q3: 8,344 shares; 2025Q4: 8,481 shares; 2026Q1: 7,658 shares; 2026Q2: 5,015 shares 5,015 $239K 0.06% -2,643 Timeline SUSB 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: 8,939 shares; 2026Q1: 9,020 shares; 2026Q2: 9,040 shares 9,040 $226K 0.06% +20 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 461 shares 461 $220K 0.05% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,361 shares 2,361 $211K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 286 shares 286 $211K 0.05% new 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: 514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 586 shares 586 $207K 0.05% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 546 shares 546 $204K 0.05% new Timeline