AAUS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 698,460 shares; 2025Q4: 683,953 shares; 2026Q1: 683,953 shares; 2026Q2: 682,464 shares 682,464 $40.8M 25.81% -1,489 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,641 shares; 2024Q4: 129,542 shares; 2025Q1: 139,573 shares; 2025Q2: 147,778 shares; 2025Q3: 149,544 shares; 2025Q4: 171,652 shares; 2026Q1: 171,079 shares; 2026Q2: 170,917 shares 170,917 $7.69M 4.87% -162 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: 27,671 shares; 2024Q4: 28,480 shares; 2025Q1: 30,845 shares; 2025Q2: 34,105 shares; 2025Q3: 34,045 shares; 2025Q4: 36,556 shares; 2026Q1: 47,605 shares; 2026Q2: 59,735 shares 59,735 $6.99M 4.43% +12,130 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: 45,080 shares; 2024Q4: 44,505 shares; 2025Q1: 46,765 shares; 2025Q2: 46,010 shares; 2025Q3: 45,150 shares; 2025Q4: 49,385 shares; 2026Q1: 49,385 shares; 2026Q2: 52,085 shares 52,085 $6.5M 4.11% +2,700 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: 28,030 shares; 2024Q4: 27,625 shares; 2025Q1: 28,870 shares; 2025Q2: 27,629 shares; 2025Q3: 25,209 shares; 2025Q4: 100,114 shares; 2026Q1: 169,959 shares; 2026Q2: 124,759 shares 124,759 $6.18M 3.91% -45,200 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: 69,831 shares; 2024Q4: 209,493 shares; 2025Q1: 227,083 shares; 2025Q2: 226,583 shares; 2025Q3: 208,063 shares; 2025Q4: 199,343 shares; 2026Q1: 192,268 shares; 2026Q2: 192,268 shares 192,268 $5.57M 3.52% 0 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,245 shares; 2025Q3: 50,095 shares; 2025Q4: 49,885 shares; 2026Q1: 49,885 shares; 2026Q2: 49,335 shares 49,335 $4.98M 3.15% -550 Timeline AAEQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,621 shares; 2026Q1: 91,454 shares; 2026Q2: 91,183 shares 91,183 $4.85M 3.07% -271 Timeline SCHP 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: 66,020 shares; 2024Q4: 171,420 shares; 2025Q1: 193,755 shares; 2025Q2: 218,580 shares; 2025Q3: 218,375 shares; 2025Q4: 214,565 shares; 2026Q1: 221,860 shares; 2026Q2: 159,565 shares 159,565 $4.23M 2.68% -62,295 Timeline SPMB 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: 134,850 shares; 2024Q4: 142,720 shares; 2025Q1: 143,190 shares; 2025Q2: 126,840 shares; 2025Q3: 126,840 shares; 2025Q4: 123,110 shares; 2026Q1: 118,560 shares; 2026Q2: 138,610 shares 138,610 $3.09M 1.96% +20,050 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: 9,715 shares; 2024Q4: 8,165 shares; 2025Q1: 7,815 shares; 2025Q2: 7,615 shares; 2025Q3: 7,565 shares; 2025Q4: 7,165 shares; 2026Q1: 7,165 shares; 2026Q2: 7,915 shares 7,915 $2.93M 1.85% +750 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: 19,760 shares; 2024Q4: 19,760 shares; 2025Q1: 20,560 shares; 2025Q2: 22,341 shares; 2025Q3: 22,141 shares; 2025Q4: 27,251 shares; 2026Q1: 27,486 shares; 2026Q2: 27,882 shares 27,882 $2.87M 1.82% +396 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: 20,954 shares; 2024Q4: 19,954 shares; 2025Q1: 22,954 shares; 2025Q2: 22,404 shares; 2025Q3: 21,244 shares; 2025Q4: 21,244 shares; 2026Q1: 20,639 shares; 2026Q2: 30,729 shares 30,729 $2.63M 1.66% +10,090 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,075 shares; 2024Q4: 159,835 shares; 2025Q1: 159,805 shares; 2025Q2: 61,915 shares; 2025Q3: 61,915 shares; 2025Q4: 59,970 shares; 2026Q1: 56,690 shares; 2026Q2: 55,670 shares 55,670 $2.61M 1.65% -1,020 Timeline QMOM 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: 29,140 shares; 2024Q4: 29,140 shares; 2025Q1: 30,940 shares; 2025Q2: 30,940 shares; 2025Q3: 30,940 shares; 2025Q4: 30,940 shares; 2026Q1: 30,940 shares; 2026Q2: 30,940 shares 30,940 $2.44M 1.54% 0 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: 40,460 shares; 2024Q4: 41,795 shares; 2025Q1: 44,195 shares; 2025Q2: 35,925 shares; 2025Q3: 15,735 shares; 2025Q4: 16,310 shares; 2026Q1: 16,225 shares; 2026Q2: 17,870 shares 17,870 $2.29M 1.45% +1,645 Timeline VRP 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: 126,758 shares; 2024Q4: 125,233 shares; 2025Q1: 103,610 shares; 2025Q2: 103,610 shares; 2025Q3: 101,505 shares; 2025Q4: 89,925 shares; 2026Q1: 89,925 shares; 2026Q2: 89,215 shares 89,215 $2.17M 1.37% -710 Timeline VTP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,895 shares 27,895 $2.14M 1.35% 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: 17,165 shares; 2024Q4: 16,490 shares; 2025Q1: 16,665 shares; 2025Q2: 16,065 shares; 2025Q3: 16,065 shares; 2025Q4: 20,865 shares; 2026Q1: 21,865 shares; 2026Q2: 21,865 shares 21,865 $1.95M 1.23% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,558 shares; 2024Q4: 4,558 shares; 2025Q1: 4,558 shares; 2025Q2: 4,558 shares; 2025Q3: 4,501 shares; 2025Q4: 3,312 shares; 2026Q1: 3,312 shares; 2026Q2: 3,312 shares 3,312 $1.58M 1% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,665 shares; 2024Q4: 46,050 shares; 2025Q1: 46,050 shares; 2025Q2: 46,050 shares; 2025Q3: 45,000 shares; 2025Q4: 44,930 shares; 2026Q1: 44,930 shares; 2026Q2: 44,930 shares 44,930 $1.56M 0.99% 0 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: 9,175 shares; 2024Q4: 9,175 shares; 2025Q1: 9,175 shares; 2025Q2: 9,229 shares; 2025Q3: 5,429 shares; 2025Q4: 4,466 shares; 2026Q1: 4,465 shares; 2026Q2: 3,595 shares 3,595 $1.55M 0.98% -870 Timeline FNDC 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: 32,077 shares; 2024Q4: 32,077 shares; 2025Q1: 32,077 shares; 2025Q2: 31,927 shares; 2025Q3: 31,547 shares; 2025Q4: 30,337 shares; 2026Q1: 30,292 shares; 2026Q2: 29,947 shares 29,947 $1.45M 0.92% -345 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,220 shares; 2024Q4: 62,720 shares; 2025Q1: 62,720 shares; 2025Q2: 59,620 shares; 2025Q3: 59,620 shares; 2025Q4: 59,170 shares; 2026Q1: 59,170 shares; 2026Q2: 59,170 shares 59,170 $1.35M 0.85% 0 Timeline RPC RIDGEPOST CAP INC More: the full row for RIDGEPOST CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252,893 shares; 2025Q3: 166,893 shares; 2025Q4: 166,893 shares; 2026Q1: 166,893 shares; 2026Q2: 166,893 shares 166,893 $1.31M 0.83% 0 Timeline BIL 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: 15,345 shares; 2024Q4: 15,655 shares; 2025Q1: 17,090 shares; 2025Q2: 15,600 shares; 2025Q3: 13,755 shares; 2025Q4: 13,711 shares; 2026Q1: 13,565 shares; 2026Q2: 12,975 shares 12,975 $1.19M 0.75% -590 Timeline VFMF 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: 7,950 shares; 2024Q4: 7,950 shares; 2025Q1: 7,950 shares; 2025Q2: 7,950 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares; 2026Q1: 6,650 shares; 2026Q2: 6,650 shares 6,650 $1.18M 0.74% 0 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: 5,920 shares; 2024Q4: 5,920 shares; 2025Q1: 5,920 shares; 2025Q2: 5,860 shares; 2025Q3: 2,585 shares; 2025Q4: 3,275 shares; 2026Q1: 3,275 shares; 2026Q2: 3,275 shares 3,275 $1.16M 0.73% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,465 shares; 2024Q4: 7,465 shares; 2025Q1: 7,765 shares; 2025Q2: 8,120 shares; 2025Q3: 8,120 shares; 2025Q4: 13,120 shares; 2026Q1: 13,290 shares; 2026Q2: 16,235 shares 16,235 $1.09M 0.69% +2,945 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: 10,309 shares; 2024Q4: 10,309 shares; 2025Q1: 10,309 shares; 2025Q2: 10,086 shares; 2025Q3: 3,591 shares; 2025Q4: 4,286 shares; 2026Q1: 4,006 shares; 2026Q2: 3,751 shares 3,751 $1.09M 0.69% -255 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: 11,210 shares; 2024Q4: 10,380 shares; 2025Q1: 11,580 shares; 2025Q2: 11,580 shares; 2025Q3: 11,580 shares; 2025Q4: 11,580 shares; 2026Q1: 11,580 shares; 2026Q2: 11,080 shares 11,080 $1.07M 0.68% -500 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: 2,880 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 5,280 shares; 2026Q1: 5,280 shares; 2026Q2: 5,280 shares 5,280 $1.06M 0.67% 0 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: 6,162 shares; 2024Q4: 6,162 shares; 2025Q1: 6,142 shares; 2025Q2: 6,403 shares; 2025Q3: 4,239 shares; 2025Q4: 3,437 shares; 2026Q1: 3,437 shares; 2026Q2: 2,827 shares 2,827 $1.05M 0.67% -610 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: 7,620 shares; 2024Q4: 7,620 shares; 2025Q1: 7,620 shares; 2025Q2: 7,420 shares; 2025Q3: 2,580 shares; 2025Q4: 4,295 shares; 2026Q1: 4,295 shares; 2026Q2: 4,295 shares 4,295 $1.02M 0.65% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,358 shares 1,358 $933K 0.59% new 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: 8,380 shares; 2024Q4: 8,380 shares; 2025Q1: 8,380 shares; 2025Q2: 9,080 shares; 2025Q3: 7,030 shares; 2025Q4: 3,011 shares; 2026Q1: 3,011 shares; 2026Q2: 2,451 shares 2,451 $926K 0.59% -560 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,420 shares; 2024Q4: 9,420 shares; 2025Q1: 9,420 shares; 2025Q2: 9,420 shares; 2025Q3: 9,420 shares; 2025Q4: 9,420 shares; 2026Q1: 9,420 shares; 2026Q2: 9,420 shares 9,420 $890K 0.56% 0 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: 14,402 shares; 2024Q4: 33,940 shares; 2025Q1: 33,940 shares; 2025Q2: 33,940 shares; 2025Q3: 33,940 shares; 2025Q4: 33,940 shares; 2026Q1: 33,470 shares; 2026Q2: 31,040 shares 31,040 $860K 0.54% -2,430 Timeline HYEM 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: 48,595 shares; 2024Q4: 48,595 shares; 2025Q1: 48,200 shares; 2025Q2: 47,750 shares; 2025Q3: 45,510 shares; 2025Q4: 45,510 shares; 2026Q1: 45,510 shares; 2026Q2: 38,330 shares 38,330 $771K 0.49% -7,180 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: 45,750 shares; 2024Q4: 48,262 shares; 2025Q1: 45,262 shares; 2025Q2: 49,085 shares; 2025Q3: 47,927 shares; 2025Q4: 42,043 shares; 2026Q1: 34,228 shares; 2026Q2: 14,068 shares 14,068 $707K 0.45% -20,160 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: 15,450 shares; 2024Q4: 15,450 shares; 2025Q1: 15,450 shares; 2025Q2: 16,390 shares; 2025Q3: 16,390 shares; 2025Q4: 16,070 shares; 2026Q1: 16,070 shares; 2026Q2: 16,070 shares 16,070 $663K 0.42% 0 Timeline AVES 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: 6,000 shares; 2024Q4: 6,800 shares; 2025Q1: 7,130 shares; 2025Q2: 7,130 shares; 2025Q3: 5,680 shares; 2025Q4: 7,480 shares; 2026Q1: 7,880 shares; 2026Q2: 9,710 shares 9,710 $637K 0.4% +1,830 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,196 shares; 2024Q4: 22,196 shares; 2025Q1: 22,196 shares; 2025Q2: 21,034 shares; 2025Q3: 21,034 shares; 2025Q4: 21,034 shares; 2026Q1: 21,030 shares; 2026Q2: 21,030 shares 21,030 $611K 0.39% 0 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: 11,615 shares; 2024Q4: 11,615 shares; 2025Q1: 11,615 shares; 2025Q2: 11,615 shares; 2025Q3: 11,549 shares; 2025Q4: 11,549 shares; 2026Q1: 11,530 shares; 2026Q2: 11,530 shares 11,530 $608K 0.39% 0 Timeline VFMO 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: 3,230 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 3,230 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares; 2026Q1: 2,330 shares; 2026Q2: 2,330 shares 2,330 $581K 0.37% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,135 shares; 2024Q4: 13,135 shares; 2025Q1: 13,135 shares; 2025Q2: 12,245 shares; 2025Q3: 11,945 shares; 2025Q4: 11,695 shares; 2026Q1: 11,695 shares; 2026Q2: 11,695 shares 11,695 $580K 0.37% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,765 shares; 2024Q4: 7,765 shares; 2025Q1: 7,765 shares; 2025Q2: 7,227 shares; 2025Q3: 7,227 shares; 2025Q4: 6,927 shares; 2026Q1: 6,927 shares; 2026Q2: 6,927 shares 6,927 $537K 0.34% 0 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,900 shares; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares; 2026Q1: 9,900 shares; 2026Q2: 9,900 shares 9,900 $528K 0.33% 0 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: 3,900 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,998 shares; 2026Q2: 1,998 shares 1,998 $510K 0.32% 0 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: 18,000 shares; 2024Q4: 16,900 shares; 2025Q1: 16,040 shares; 2025Q2: 18,813 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 4,200 shares 4,200 $490K 0.31% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,430 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $488K 0.31% 0 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,875 shares; 2024Q4: 49,875 shares; 2025Q1: 33,425 shares; 2025Q2: 30,700 shares; 2025Q3: 29,700 shares; 2025Q4: 29,700 shares; 2026Q1: 29,700 shares; 2026Q2: 22,100 shares 22,100 $487K 0.31% -7,600 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: 10,792 shares; 2024Q4: 10,792 shares; 2025Q1: 10,792 shares; 2025Q2: 10,430 shares; 2025Q3: 4,650 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $482K 0.3% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,790 shares; 2024Q4: 11,790 shares; 2025Q1: 14,030 shares; 2025Q2: 15,950 shares; 2025Q3: 13,254 shares; 2025Q4: 10,944 shares; 2026Q1: 14,644 shares; 2026Q2: 9,934 shares 9,934 $476K 0.3% -4,710 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: 8,190 shares; 2024Q4: 8,190 shares; 2025Q1: 8,190 shares; 2025Q2: 7,755 shares; 2025Q3: 4,635 shares; 2025Q4: 4,085 shares; 2026Q1: 4,085 shares; 2026Q2: 4,085 shares 4,085 $463K 0.29% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,611 shares; 2024Q4: 1,611 shares; 2025Q1: 1,611 shares; 2025Q2: 1,511 shares; 2025Q3: 781 shares; 2025Q4: 726 shares; 2026Q1: 726 shares; 2026Q2: 726 shares 726 $461K 0.29% 0 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: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $413K 0.26% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $403K 0.26% 0 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares; 2026Q2: 8,000 shares 8,000 $401K 0.25% -700 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,215 shares; 2024Q4: 26,075 shares; 2025Q1: 26,075 shares; 2025Q2: 25,125 shares; 2025Q3: 25,125 shares; 2025Q4: 25,125 shares; 2026Q1: 25,125 shares; 2026Q2: 19,625 shares 19,625 $394K 0.25% -5,500 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: 7,480 shares; 2024Q4: 7,480 shares; 2025Q1: 7,480 shares; 2025Q2: 6,880 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares; 2026Q1: 3,580 shares; 2026Q2: 3,580 shares 3,580 $391K 0.25% 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: 2,332 shares; 2024Q4: 2,332 shares; 2025Q1: 2,332 shares; 2025Q2: 2,332 shares; 2025Q3: 1,533 shares; 2025Q4: 1,408 shares; 2026Q1: 1,408 shares; 2026Q2: 1,408 shares 1,408 $381K 0.24% 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: 3,722 shares; 2024Q4: 3,722 shares; 2025Q1: 3,722 shares; 2025Q2: 3,722 shares; 2025Q3: 1,611 shares; 2025Q4: 1,495 shares; 2026Q1: 1,493 shares; 2026Q2: 1,493 shares 1,493 $379K 0.24% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,613 shares; 2024Q4: 5,613 shares; 2025Q1: 5,613 shares; 2025Q2: 5,743 shares; 2025Q3: 3,394 shares; 2025Q4: 2,681 shares; 2026Q1: 2,676 shares; 2026Q2: 2,676 shares 2,676 $366K 0.23% 0 Timeline IMOM 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: 8,320 shares; 2024Q4: 8,320 shares; 2025Q1: 8,320 shares; 2025Q2: 8,320 shares; 2025Q3: 8,320 shares; 2025Q4: 8,320 shares; 2026Q1: 8,320 shares; 2026Q2: 8,320 shares 8,320 $360K 0.23% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,775 shares; 2025Q2: 27,060 shares; 2025Q3: 27,130 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,745 shares 6,745 $354K 0.22% new 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: 3,170 shares; 2025Q1: 3,870 shares; 2025Q2: 3,720 shares; 2025Q3: 3,565 shares; 2025Q4: 3,565 shares; 2026Q1: 3,895 shares; 2026Q2: 4,200 shares 4,200 $345K 0.22% +305 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD 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: 42,997 shares; 2025Q3: 19,860 shares; 2025Q4: 19,860 shares; 2026Q1: 19,860 shares; 2026Q2: 19,860 shares 19,860 $344K 0.22% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,083 shares; 2024Q4: 2,083 shares; 2025Q1: 1,883 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,683 shares; 2026Q1: 1,683 shares; 2026Q2: 1,683 shares 1,683 $339K 0.21% 0 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: 5,550 shares; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares; 2026Q1: 5,550 shares; 2026Q2: 5,550 shares 5,550 $331K 0.21% 0 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,100 shares; 2024Q4: 61,600 shares; 2025Q1: 26,719 shares; 2025Q2: 23,350 shares; 2025Q3: 22,550 shares; 2025Q4: 21,550 shares; 2026Q1: 17,030 shares; 2026Q2: 17,030 shares 17,030 $321K 0.2% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,520 shares; 2024Q4: 7,520 shares; 2025Q1: 7,520 shares; 2025Q2: 7,100 shares; 2025Q3: 6,080 shares; 2025Q4: 6,080 shares; 2026Q1: 6,080 shares; 2026Q2: 6,080 shares 6,080 $319K 0.2% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $311K 0.2% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530 $308K 0.19% new 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: 3,077 shares; 2024Q4: 3,077 shares; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 1,873 shares; 2025Q4: 1,613 shares; 2026Q1: 1,610 shares; 2026Q2: 1,610 shares 1,610 $305K 0.19% 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: 1,474 shares; 2024Q4: 1,474 shares; 2025Q1: 1,474 shares; 2025Q2: 1,474 shares; 2025Q3: 603 shares; 2025Q4: 485 shares; 2026Q1: 483 shares; 2026Q2: 399 shares 399 $301K 0.19% -84 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: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 525 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 280 shares 280 $298K 0.19% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,630 shares; 2025Q2: 3,430 shares; 2025Q3: 3,430 shares; 2025Q4: 3,130 shares; 2026Q1: 3,130 shares; 2026Q2: 3,130 shares 3,130 $298K 0.19% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,510 shares; 2024Q4: 10,510 shares; 2025Q1: 10,510 shares; 2025Q2: 9,260 shares; 2025Q3: 9,260 shares; 2025Q4: 9,260 shares; 2026Q1: 9,260 shares; 2026Q2: 9,260 shares 9,260 $291K 0.18% 0 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: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,751 shares; 2025Q2: 1,751 shares; 2025Q3: 1,100 shares; 2025Q4: 1,422 shares; 2026Q1: not reported; 2026Q2: 1,422 shares 1,422 $271K 0.17% new 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: 905 shares; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 795 shares; 2025Q4: 795 shares; 2026Q1: 785 shares; 2026Q2: 785 shares 785 $267K 0.17% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,770 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,747 shares; 2025Q3: not reported; 2025Q4: 2,043 shares; 2026Q1: 2,041 shares; 2026Q2: 2,041 shares 2,041 $262K 0.17% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $259K 0.16% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares; 2026Q2: 970 shares 970 $254K 0.16% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,730 shares; 2024Q4: 28,730 shares; 2025Q1: 28,730 shares; 2025Q2: 26,580 shares; 2025Q3: 26,580 shares; 2025Q4: 26,580 shares; 2026Q1: 26,580 shares; 2026Q2: 26,580 shares 26,580 $248K 0.16% 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,870 shares; 2025Q3: 644 shares; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 429 shares 429 $242K 0.15% -105 Timeline QEFA 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: 2,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $240K 0.15% 0 Timeline SCJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares 2,140 $225K 0.14% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,929 shares; 2024Q4: 2,929 shares; 2025Q1: 2,929 shares; 2025Q2: 2,929 shares; 2025Q3: 2,929 shares; 2025Q4: 2,929 shares; 2026Q1: 2,929 shares; 2026Q2: 2,929 shares 2,929 $225K 0.14% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 914 shares; 2025Q4: 892 shares; 2026Q1: not reported; 2026Q2: 892 shares 892 $224K 0.14% new 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: not reported; 2026Q1: 1,170 shares; 2026Q2: 1,170 shares 1,170 $222K 0.14% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,930 shares; 2024Q4: not reported; 2025Q1: 7,930 shares; 2025Q2: 7,570 shares; 2025Q3: 7,570 shares; 2025Q4: 7,570 shares; 2026Q1: 7,570 shares; 2026Q2: 7,570 shares 7,570 $218K 0.14% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,115 shares; 2025Q2: 4,115 shares; 2025Q3: 3,915 shares; 2025Q4: 3,435 shares; 2026Q1: 3,435 shares; 2026Q2: 3,435 shares 3,435 $216K 0.14% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,437 shares; 2024Q4: 3,437 shares; 2025Q1: 3,437 shares; 2025Q2: 3,437 shares; 2025Q3: 3,252 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 987 shares 987 $216K 0.14% -285 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,355 shares; 2025Q3: 1,475 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,115 shares 1,115 $212K 0.13% new 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: 2,516 shares; 2024Q4: 2,486 shares; 2025Q1: 2,486 shares; 2025Q2: 2,486 shares; 2025Q3: 1,575 shares; 2025Q4: 1,450 shares; 2026Q1: 1,446 shares; 2026Q2: 1,446 shares 1,446 $212K 0.13% 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: 2,313 shares; 2024Q4: 2,313 shares; 2025Q1: 2,313 shares; 2025Q2: 2,645 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,059 shares 2,059 $210K 0.13% new 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: 627 shares; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 504 shares 504 $209K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 280 shares 280 $209K 0.13% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,260 shares; 2024Q4: 18,260 shares; 2025Q1: 16,590 shares; 2025Q2: 15,620 shares; 2025Q3: 13,950 shares; 2025Q4: 13,950 shares; 2026Q1: 13,950 shares; 2026Q2: 11,960 shares 11,960 $125K 0.08% -1,990 Timeline