SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,275 shares; 2024Q4: 308,388 shares; 2025Q1: 357,064 shares; 2025Q2: 529,734 shares; 2025Q3: 737,879 shares; 2025Q4: 784,344 shares; 2026Q1: 808,654 shares; 2026Q2: 963,067 shares 963,067 $96.9M 25.41% +154,413 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: 130,029 shares; 2024Q4: 129,977 shares; 2025Q1: 125,699 shares; 2025Q2: 123,123 shares; 2025Q3: 121,774 shares; 2025Q4: 118,716 shares; 2026Q1: 109,218 shares; 2026Q2: 109,970 shares 109,970 $75.1M 19.71% +752 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,218 shares; 2024Q4: 100,802 shares; 2025Q1: 114,524 shares; 2025Q2: 139,360 shares; 2025Q3: 185,933 shares; 2025Q4: 200,244 shares; 2026Q1: 201,213 shares; 2026Q2: 248,874 shares 248,874 $21.8M 5.71% +47,661 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: 4,703 shares; 2024Q4: 4,703 shares; 2025Q1: 4,703 shares; 2025Q2: 7,933 shares; 2025Q3: 54,416 shares; 2025Q4: 164,178 shares; 2026Q1: 232,241 shares; 2026Q2: 254,953 shares 254,953 $12.2M 3.19% +22,712 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,389 shares; 2024Q4: 28,692 shares; 2025Q1: 28,581 shares; 2025Q2: 25,565 shares; 2025Q3: 26,092 shares; 2025Q4: 28,918 shares; 2026Q1: 27,669 shares; 2026Q2: 28,832 shares 28,832 $9.62M 2.52% +1,163 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: 18,456 shares; 2024Q4: 16,858 shares; 2025Q1: 16,277 shares; 2025Q2: 15,925 shares; 2025Q3: 15,583 shares; 2025Q4: 15,224 shares; 2026Q1: 14,513 shares; 2026Q2: 14,523 shares 14,523 $9.38M 2.46% +10 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: not reported; 2025Q3: 18,997 shares; 2025Q4: 43,461 shares; 2026Q1: 117,025 shares; 2026Q2: 209,906 shares 209,906 $9.28M 2.43% +92,881 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: 9,572 shares; 2024Q4: 11,348 shares; 2025Q1: 13,971 shares; 2025Q2: 15,990 shares; 2025Q3: 18,645 shares; 2025Q4: 20,756 shares; 2026Q1: 24,493 shares; 2026Q2: 20,809 shares 20,809 $7.64M 2% -3,684 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,783 shares; 2024Q4: 312,554 shares; 2025Q1: 303,774 shares; 2025Q2: 295,066 shares; 2025Q3: 279,317 shares; 2025Q4: 261,178 shares; 2026Q1: 210,060 shares; 2026Q2: 206,798 shares 206,798 $7.19M 1.89% -3,262 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: 11,945 shares; 2024Q4: 11,374 shares; 2025Q1: 11,260 shares; 2025Q2: 11,444 shares; 2025Q3: 10,973 shares; 2025Q4: 9,712 shares; 2026Q1: 9,539 shares; 2026Q2: 9,468 shares 9,468 $7.07M 1.85% -71 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,928 shares; 2026Q1: 38,189 shares; 2026Q2: 76,109 shares 76,109 $6.25M 1.64% +37,920 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,371 shares; 2024Q4: 160,274 shares; 2025Q1: 162,137 shares; 2025Q2: 146,997 shares; 2025Q3: 144,939 shares; 2025Q4: 116,188 shares; 2026Q1: 111,098 shares; 2026Q2: 107,068 shares 107,068 $6.05M 1.59% -4,030 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: 18,085 shares; 2024Q4: 19,529 shares; 2025Q1: 32,674 shares; 2025Q2: 25,457 shares; 2025Q3: 38,382 shares; 2025Q4: 46,852 shares; 2026Q1: 57,342 shares; 2026Q2: 60,233 shares 60,233 $5.02M 1.32% +2,891 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,117 shares; 2024Q4: 37,980 shares; 2025Q1: 37,514 shares; 2025Q2: 36,327 shares; 2025Q3: 35,164 shares; 2025Q4: 33,394 shares; 2026Q1: 30,002 shares; 2026Q2: 29,609 shares 29,609 $4.42M 1.16% -393 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,849 shares; 2024Q4: 47,750 shares; 2025Q1: 46,295 shares; 2025Q2: 44,673 shares; 2025Q3: 42,447 shares; 2025Q4: 40,831 shares; 2026Q1: 69,320 shares; 2026Q2: 67,719 shares 67,719 $3.57M 0.94% -1,601 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,382 shares; 2026Q1: 45,989 shares; 2026Q2: 95,310 shares 95,310 $3.56M 0.93% +49,321 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,416 shares; 2024Q4: 23,944 shares; 2025Q1: 23,263 shares; 2025Q2: 22,551 shares; 2025Q3: 22,007 shares; 2025Q4: 21,209 shares; 2026Q1: 19,634 shares; 2026Q2: 19,237 shares 19,237 $3.29M 0.86% -397 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,477 shares; 2024Q4: 20,974 shares; 2025Q1: 20,501 shares; 2025Q2: 19,735 shares; 2025Q3: 19,594 shares; 2025Q4: 18,977 shares; 2026Q1: 17,307 shares; 2026Q2: 16,577 shares 16,577 $3.24M 0.85% -730 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: 3,606 shares; 2024Q4: 3,791 shares; 2025Q1: 3,814 shares; 2025Q2: 3,816 shares; 2025Q3: 3,815 shares; 2025Q4: 4,503 shares; 2026Q1: 4,211 shares; 2026Q2: 4,287 shares 4,287 $2.98M 0.78% +76 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: 8,289 shares; 2024Q4: 8,084 shares; 2025Q1: 8,362 shares; 2025Q2: 11,288 shares; 2025Q3: 13,589 shares; 2025Q4: 12,868 shares; 2026Q1: 13,158 shares; 2026Q2: 14,459 shares 14,459 $2.93M 0.77% +1,301 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 95,602 shares; 2026Q2: 89,159 shares 89,159 $2.92M 0.77% -6,443 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: 9,067 shares; 2024Q4: 8,575 shares; 2025Q1: 8,482 shares; 2025Q2: 8,258 shares; 2025Q3: 8,263 shares; 2025Q4: 8,147 shares; 2026Q1: 7,699 shares; 2026Q2: 8,037 shares 8,037 $2.88M 0.76% +338 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: 3,714 shares; 2024Q4: 3,669 shares; 2025Q1: 3,623 shares; 2025Q2: 3,578 shares; 2025Q3: 3,570 shares; 2025Q4: 3,142 shares; 2026Q1: 2,896 shares; 2026Q2: 3,107 shares 3,107 $2.31M 0.61% +211 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: 25,028 shares; 2024Q4: 73,734 shares; 2025Q1: 73,734 shares; 2025Q2: 73,712 shares; 2025Q3: 73,712 shares; 2025Q4: 73,712 shares; 2026Q1: 73,712 shares; 2026Q2: 78,712 shares 78,712 $2.26M 0.59% +5,000 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: 4,370 shares; 2024Q4: 4,547 shares; 2025Q1: 4,635 shares; 2025Q2: 4,594 shares; 2025Q3: 4,498 shares; 2025Q4: 4,848 shares; 2026Q1: 5,037 shares; 2026Q2: 5,205 shares 5,205 $2.05M 0.54% +168 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: 4,864 shares; 2025Q1: 4,687 shares; 2025Q2: 4,532 shares; 2025Q3: 4,567 shares; 2025Q4: 21,931 shares; 2026Q1: 20,304 shares; 2026Q2: 19,576 shares 19,576 $2.02M 0.53% -728 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,359 shares; 2026Q2: 47,690 shares 47,690 $2M 0.53% +17,331 Timeline DFGX 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: 19,981 shares; 2026Q2: 34,159 shares 34,159 $1.81M 0.48% +14,178 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,953 shares; 2024Q4: 60,705 shares; 2025Q1: 59,020 shares; 2025Q2: 57,257 shares; 2025Q3: 55,484 shares; 2025Q4: 54,305 shares; 2026Q1: 51,691 shares; 2026Q2: 8,694 shares 8,694 $1.8M 0.47% -42,997 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: 4,581 shares; 2024Q4: 4,703 shares; 2025Q1: 3,702 shares; 2025Q2: 3,626 shares; 2025Q3: 3,644 shares; 2025Q4: 3,565 shares; 2026Q1: 14,414 shares; 2026Q2: 14,414 shares 14,414 $1.72M 0.45% 0 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: 3,237 shares; 2024Q4: 3,337 shares; 2025Q1: 3,367 shares; 2025Q2: 3,701 shares; 2025Q3: 4,021 shares; 2025Q4: 4,356 shares; 2026Q1: 4,290 shares; 2026Q2: 4,881 shares 4,881 $1.69M 0.44% +591 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,416 shares; 2026Q2: 32,436 shares 32,436 $1.67M 0.44% -7,980 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: 5,541 shares; 2024Q4: 5,541 shares; 2025Q1: 5,541 shares; 2025Q2: 5,541 shares; 2025Q3: 5,541 shares; 2025Q4: 11,202 shares; 2026Q1: 9,476 shares; 2026Q2: 9,476 shares 9,476 $1.66M 0.44% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,370 shares; 2026Q2: 43,733 shares 43,733 $1.65M 0.43% +22,363 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,943 shares; 2024Q4: 9,281 shares; 2025Q1: 12,278 shares; 2025Q2: 14,985 shares; 2025Q3: 13,955 shares; 2025Q4: 13,498 shares; 2026Q1: 13,594 shares; 2026Q2: 12,446 shares 12,446 $1.64M 0.43% -1,148 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: 4,940 shares; 2024Q4: 4,819 shares; 2025Q1: 4,538 shares; 2025Q2: 4,961 shares; 2025Q3: 5,733 shares; 2025Q4: 5,689 shares; 2026Q1: 5,478 shares; 2026Q2: 6,060 shares 6,060 $1.5M 0.39% +582 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: 29,064 shares; 2024Q4: 28,138 shares; 2025Q1: 26,748 shares; 2025Q2: 24,413 shares; 2025Q3: 23,055 shares; 2025Q4: 22,459 shares; 2026Q1: 20,237 shares; 2026Q2: 18,851 shares 18,851 $1.46M 0.38% -1,386 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: 5,456 shares; 2024Q4: 5,634 shares; 2025Q1: 5,972 shares; 2025Q2: 6,412 shares; 2025Q3: 7,148 shares; 2025Q4: 7,060 shares; 2026Q1: 5,837 shares; 2026Q2: 5,839 shares 5,839 $1.39M 0.36% +2 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,949 shares; 2024Q4: 6,290 shares; 2025Q1: 6,312 shares; 2025Q2: 2,616 shares; 2025Q3: 6,269 shares; 2025Q4: 6,278 shares; 2026Q1: 6,331 shares; 2026Q2: 6,331 shares 6,331 $1.38M 0.36% 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: 13,017 shares; 2024Q4: 12,992 shares; 2025Q1: 13,004 shares; 2025Q2: 11,143 shares; 2025Q3: 10,319 shares; 2025Q4: 7,409 shares; 2026Q1: 7,366 shares; 2026Q2: 9,321 shares 9,321 $1.37M 0.36% +1,955 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 1,877 shares; 2025Q1: 1,897 shares; 2025Q2: 2,298 shares; 2025Q3: 2,810 shares; 2025Q4: 3,270 shares; 2026Q1: 3,001 shares; 2026Q2: 2,254 shares 2,254 $1.18M 0.31% -747 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: 1,552 shares; 2024Q4: 1,368 shares; 2025Q1: 1,378 shares; 2025Q2: 1,377 shares; 2025Q3: 1,376 shares; 2025Q4: 1,441 shares; 2026Q1: 9,062 shares; 2026Q2: 10,020 shares 10,020 $1.13M 0.3% +958 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,676 shares; 2025Q4: 4,302 shares; 2026Q1: 11,287 shares; 2026Q2: 19,906 shares 19,906 $1.08M 0.28% +8,619 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,271 shares; 2024Q4: 9,158 shares; 2025Q1: 9,158 shares; 2025Q2: 9,158 shares; 2025Q3: 9,158 shares; 2025Q4: 9,158 shares; 2026Q1: 9,158 shares; 2026Q2: 9,158 shares 9,158 $1M 0.26% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,165 shares; 2024Q4: 2,223 shares; 2025Q1: 2,187 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 2,190 shares; 2026Q1: 1,796 shares; 2026Q2: 1,796 shares 1,796 $936K 0.25% 0 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP 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: 41,103 shares 41,103 $912K 0.24% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,752 shares; 2025Q1: 1,751 shares; 2025Q2: 1,753 shares; 2025Q3: 1,756 shares; 2025Q4: 1,737 shares; 2026Q1: 1,724 shares; 2026Q2: 1,717 shares 1,717 $909K 0.24% -7 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: 1,745 shares; 2026Q1: 1,796 shares; 2026Q2: 2,394 shares 2,394 $888K 0.23% +598 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: 2,132 shares; 2024Q4: 2,080 shares; 2025Q1: 2,042 shares; 2025Q2: 2,042 shares; 2025Q3: 2,100 shares; 2025Q4: 1,946 shares; 2026Q1: 1,888 shares; 2026Q2: 1,754 shares 1,754 $861K 0.23% -134 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: 6,511 shares; 2024Q4: 6,451 shares; 2025Q1: 6,246 shares; 2025Q2: 6,432 shares; 2025Q3: 7,957 shares; 2025Q4: 7,947 shares; 2026Q1: 8,337 shares; 2026Q2: 8,191 shares 8,191 $840K 0.22% -146 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,061 shares; 2026Q2: 10,171 shares 10,171 $825K 0.22% +110 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: 2,178 shares; 2024Q4: 2,068 shares; 2025Q1: 2,045 shares; 2025Q2: 1,975 shares; 2025Q3: 1,985 shares; 2025Q4: 2,055 shares; 2026Q1: 2,158 shares; 2026Q2: 2,309 shares 2,309 $799K 0.21% +151 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: 7,604 shares; 2024Q4: 7,764 shares; 2025Q1: 7,764 shares; 2025Q2: 7,764 shares; 2025Q3: 7,764 shares; 2025Q4: 7,801 shares; 2026Q1: 7,874 shares; 2026Q2: 8,191 shares 8,191 $788K 0.21% +317 Timeline SPYD 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: 19,004 shares; 2024Q4: 18,415 shares; 2025Q1: 18,426 shares; 2025Q2: 18,340 shares; 2025Q3: 17,195 shares; 2025Q4: 16,776 shares; 2026Q1: 16,739 shares; 2026Q2: 15,711 shares 15,711 $776K 0.2% -1,028 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: 5,974 shares; 2024Q4: 5,974 shares; 2025Q1: 6,228 shares; 2025Q2: 6,240 shares; 2025Q3: 10,193 shares; 2025Q4: 10,418 shares; 2026Q1: 10,803 shares; 2026Q2: 10,865 shares 10,865 $757K 0.2% +62 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,128 shares; 2025Q1: 13,128 shares; 2025Q2: 13,128 shares; 2025Q3: 13,128 shares; 2025Q4: 13,128 shares; 2026Q1: 13,128 shares; 2026Q2: 13,128 shares 13,128 $750K 0.2% 0 Timeline XLE 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: 5,574 shares; 2024Q4: 5,565 shares; 2025Q1: 5,566 shares; 2025Q2: 5,440 shares; 2025Q3: 5,468 shares; 2025Q4: 10,501 shares; 2026Q1: 10,506 shares; 2026Q2: 13,006 shares 13,006 $750K 0.2% +2,500 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: 2,347 shares; 2024Q4: 2,349 shares; 2025Q1: 2,366 shares; 2025Q2: 2,268 shares; 2025Q3: 1,994 shares; 2025Q4: 1,783 shares; 2026Q1: 1,787 shares; 2026Q2: 2,038 shares 2,038 $695K 0.18% +251 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: 2,870 shares; 2024Q4: 2,788 shares; 2025Q1: 2,538 shares; 2025Q2: 2,111 shares; 2025Q3: 2,109 shares; 2025Q4: 2,307 shares; 2026Q1: 9,120 shares; 2026Q2: 8,563 shares 8,563 $687K 0.18% -557 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,543 shares; 2026Q2: 16,438 shares 16,438 $680K 0.18% -2,105 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: 5,885 shares; 2024Q4: 6,013 shares; 2025Q1: 5,874 shares; 2025Q2: 5,138 shares; 2025Q3: 4,623 shares; 2025Q4: 3,277 shares; 2026Q1: 3,239 shares; 2026Q2: 3,154 shares 3,154 $671K 0.18% -85 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,813 shares; 2024Q4: 65,743 shares; 2025Q1: 63,562 shares; 2025Q2: 61,734 shares; 2025Q3: 58,713 shares; 2025Q4: 54,150 shares; 2026Q1: 37,582 shares; 2026Q2: 6,605 shares 6,605 $628K 0.16% -30,977 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: 9,564 shares; 2024Q4: 10,277 shares; 2025Q1: 10,005 shares; 2025Q2: 9,765 shares; 2025Q3: 10,064 shares; 2025Q4: 6,490 shares; 2026Q1: 6,002 shares; 2026Q2: 5,487 shares 5,487 $627K 0.16% -515 Timeline XLG 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: 11,172 shares; 2024Q4: 11,172 shares; 2025Q1: 11,172 shares; 2025Q2: 11,172 shares; 2025Q3: 11,172 shares; 2025Q4: 10,809 shares; 2026Q1: 10,309 shares; 2026Q2: 10,309 shares 10,309 $626K 0.16% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,913 shares; 2024Q4: 8,909 shares; 2025Q1: 8,766 shares; 2025Q2: 7,579 shares; 2025Q3: 6,906 shares; 2025Q4: 6,115 shares; 2026Q1: 6,115 shares; 2026Q2: 6,116 shares 6,116 $620K 0.16% +1 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: 2,416 shares; 2024Q4: 2,516 shares; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,537 shares; 2026Q1: 2,531 shares; 2026Q2: 2,531 shares 2,531 $618K 0.16% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,351 shares; 2024Q4: 4,376 shares; 2025Q1: 4,396 shares; 2025Q2: 4,420 shares; 2025Q3: 4,443 shares; 2025Q4: 4,473 shares; 2026Q1: 4,323 shares; 2026Q2: 3,803 shares 3,803 $615K 0.16% -520 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: 7,009 shares; 2024Q4: 7,036 shares; 2025Q1: 3,650 shares; 2025Q2: 4,382 shares; 2025Q3: 5,533 shares; 2025Q4: 5,386 shares; 2026Q1: 5,386 shares; 2026Q2: 4,857 shares 4,857 $609K 0.16% -529 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,608 shares 1,608 $589K 0.15% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,724 shares; 2024Q4: 13,799 shares; 2025Q1: 13,450 shares; 2025Q2: 12,991 shares; 2025Q3: 12,618 shares; 2025Q4: 12,057 shares; 2026Q1: 10,426 shares; 2026Q2: 10,134 shares 10,134 $573K 0.15% -292 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,808 shares 7,808 $570K 0.15% new 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: 706 shares; 2024Q4: 638 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 810 shares; 2025Q4: 668 shares; 2026Q1: 553 shares; 2026Q2: 598 shares 598 $562K 0.15% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,930 shares; 2026Q2: 5,930 shares 5,930 $552K 0.14% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,108 shares; 2026Q2: 7,108 shares 7,108 $548K 0.14% 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: 15,135 shares; 2024Q4: 13,770 shares; 2025Q1: 13,569 shares; 2025Q2: 13,000 shares; 2025Q3: 9,782 shares; 2025Q4: 9,043 shares; 2026Q1: 8,941 shares; 2026Q2: 8,769 shares 8,769 $537K 0.14% -172 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,130 shares; 2026Q1: 12,418 shares; 2026Q2: 14,527 shares 14,527 $524K 0.14% +2,109 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: 3,770 shares; 2024Q4: 3,771 shares; 2025Q1: 3,735 shares; 2025Q2: 3,666 shares; 2025Q3: 3,648 shares; 2025Q4: 3,550 shares; 2026Q1: 3,405 shares; 2026Q2: 3,369 shares 3,369 $522K 0.14% -36 Timeline SCHM 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: 5,555 shares; 2024Q4: 13,446 shares; 2025Q1: 13,433 shares; 2025Q2: 12,077 shares; 2025Q3: 12,108 shares; 2025Q4: 13,132 shares; 2026Q1: 16,020 shares; 2026Q2: 14,841 shares 14,841 $519K 0.14% -1,179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,169 shares; 2026Q2: 12,834 shares 12,834 $507K 0.13% -335 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,368 shares; 2024Q4: 4,368 shares; 2025Q1: 4,485 shares; 2025Q2: 5,111 shares; 2025Q3: 5,111 shares; 2025Q4: 5,602 shares; 2026Q1: 6,328 shares; 2026Q2: 6,328 shares 6,328 $503K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,869 shares; 2026Q2: 5,869 shares 5,869 $500K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,152 shares; 2026Q2: 5,029 shares 5,029 $494K 0.13% -123 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,287 shares; 2024Q4: 1,422 shares; 2025Q1: not reported; 2025Q2: 1,020 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,801 shares; 2026Q2: 1,801 shares 1,801 $487K 0.13% 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: 9,088 shares; 2024Q4: 9,088 shares; 2025Q1: 9,088 shares; 2025Q2: 9,088 shares; 2025Q3: 9,088 shares; 2025Q4: 9,088 shares; 2026Q1: 9,088 shares; 2026Q2: 9,088 shares 9,088 $479K 0.13% 0 Timeline DXUV 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: 7,017 shares 7,017 $473K 0.12% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,120 shares 8,120 $472K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,949 shares; 2026Q2: 12,232 shares 12,232 $457K 0.12% -1,717 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,636 shares; 2026Q2: 15,186 shares 15,186 $455K 0.12% +6,550 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202 shares; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares; 2026Q2: 1,202 shares 1,202 $453K 0.12% 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: 1,200 shares; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares; 2026Q2: 1,800 shares 1,800 $446K 0.12% +476 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: 1,882 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,457 shares; 2026Q1: 1,590 shares; 2026Q2: 1,761 shares 1,761 $446K 0.12% +171 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: 1,502 shares; 2024Q4: 1,260 shares; 2025Q1: 1,169 shares; 2025Q2: 1,024 shares; 2025Q3: 1,027 shares; 2025Q4: 1,237 shares; 2026Q1: 1,529 shares; 2026Q2: 1,499 shares 1,499 $444K 0.12% -30 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: 3,820 shares; 2024Q4: 3,599 shares; 2025Q1: 3,313 shares; 2025Q2: 3,314 shares; 2025Q3: 2,035 shares; 2025Q4: 1,721 shares; 2026Q1: 1,721 shares; 2026Q2: 1,836 shares 1,836 $436K 0.11% +115 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,649 shares; 2025Q4: 1,314 shares; 2026Q1: 1,329 shares; 2026Q2: 1,373 shares 1,373 $430K 0.11% +44 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,451 shares; 2025Q4: 2,680 shares; 2026Q1: 2,681 shares; 2026Q2: 2,682 shares 2,682 $430K 0.11% +1 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: 6,699 shares; 2024Q4: 5,836 shares; 2025Q1: 5,851 shares; 2025Q2: 5,833 shares; 2025Q3: 5,842 shares; 2025Q4: 5,873 shares; 2026Q1: 5,626 shares; 2026Q2: 5,659 shares 5,659 $427K 0.11% +33 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,636 shares; 2024Q4: 14,242 shares; 2025Q1: 11,517 shares; 2025Q2: 6,988 shares; 2025Q3: 6,597 shares; 2025Q4: 5,225 shares; 2026Q1: 4,555 shares; 2026Q2: 4,554 shares 4,554 $426K 0.11% -1 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 310 shares 310 $421K 0.11% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,726 shares; 2026Q2: 9,861 shares 9,861 $406K 0.11% +2,135 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,545 shares; 2024Q4: 8,545 shares; 2025Q1: 7,295 shares; 2025Q2: 7,370 shares; 2025Q3: 7,560 shares; 2025Q4: 7,260 shares; 2026Q1: 7,260 shares; 2026Q2: 7,317 shares 7,317 $384K 0.1% +57 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: not reported; 2025Q3: 1,671 shares; 2025Q4: 2,146 shares; 2026Q1: 2,316 shares; 2026Q2: 2,317 shares 2,317 $378K 0.1% +1 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,051 shares; 2024Q4: 5,051 shares; 2025Q1: 5,141 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,500 shares; 2026Q1: 2,501 shares; 2026Q2: 2,542 shares 2,542 $365K 0.1% +41 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,279 shares; 2024Q4: 4,279 shares; 2025Q1: 4,279 shares; 2025Q2: 4,279 shares; 2025Q3: 4,279 shares; 2025Q4: 4,279 shares; 2026Q1: 4,279 shares; 2026Q2: 4,279 shares 4,279 $343K 0.09% 0 Timeline PDP 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: 2,798 shares; 2024Q4: 2,798 shares; 2025Q1: 2,798 shares; 2025Q2: 2,798 shares; 2025Q3: 2,798 shares; 2025Q4: 2,798 shares; 2026Q1: 2,798 shares; 2026Q2: 2,500 shares 2,500 $338K 0.09% -298 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: 427 shares; 2025Q1: 382 shares; 2025Q2: 402 shares; 2025Q3: 464 shares; 2025Q4: 4,864 shares; 2026Q1: 4,786 shares; 2026Q2: 4,797 shares 4,797 $331K 0.09% +11 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,019 shares; 2024Q4: 11,330 shares; 2025Q1: 10,660 shares; 2025Q2: 10,610 shares; 2025Q3: 10,221 shares; 2025Q4: 11,265 shares; 2026Q1: 9,942 shares; 2026Q2: 9,663 shares 9,663 $329K 0.09% -279 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,281 shares; 2024Q4: 3,283 shares; 2025Q1: 3,284 shares; 2025Q2: 3,174 shares; 2025Q3: 3,176 shares; 2025Q4: 3,177 shares; 2026Q1: 3,178 shares; 2026Q2: 3,179 shares 3,179 $319K 0.08% +1 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,276 shares; 2024Q4: 3,277 shares; 2025Q1: 3,277 shares; 2025Q2: 3,278 shares; 2025Q3: 3,278 shares; 2025Q4: 3,279 shares; 2026Q1: 2,854 shares; 2026Q2: 2,855 shares 2,855 $309K 0.08% +1 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: 2,468 shares; 2024Q4: 2,468 shares; 2025Q1: 2,468 shares; 2025Q2: 2,162 shares; 2025Q3: 2,207 shares; 2025Q4: 1,462 shares; 2026Q1: 1,435 shares; 2026Q2: 1,477 shares 1,477 $307K 0.08% +42 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: 1,258 shares; 2026Q1: 1,446 shares; 2026Q2: 1,601 shares 1,601 $300K 0.08% +155 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,029 shares; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 1,045 shares; 2026Q1: 1,045 shares; 2026Q2: 1,160 shares 1,160 $278K 0.07% +115 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 988 shares 988 $264K 0.07% new 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: 514 shares 514 $255K 0.07% new Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,436 shares; 2026Q2: 15,458 shares 15,458 $253K 0.07% +22 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: 794 shares; 2025Q4: 794 shares; 2026Q1: 794 shares; 2026Q2: 826 shares 826 $250K 0.07% +32 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: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,807 shares; 2026Q1: 1,755 shares; 2026Q2: 1,963 shares 1,963 $249K 0.07% +208 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 2,347 shares; 2026Q2: 2,350 shares 2,350 $237K 0.06% +3 Timeline FIDU 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: 2,876 shares; 2024Q4: 2,842 shares; 2025Q1: not reported; 2025Q2: 2,746 shares; 2025Q3: 2,750 shares; 2025Q4: 2,490 shares; 2026Q1: 2,493 shares; 2026Q2: 2,442 shares 2,442 $233K 0.06% -51 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,602 shares; 2026Q1: 1,543 shares; 2026Q2: 1,596 shares 1,596 $233K 0.06% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $228K 0.06% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,779 shares 1,779 $227K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 621 shares; 2026Q1: not reported; 2026Q2: 646 shares 646 $219K 0.06% new 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: 1,052 shares; 2024Q4: 819 shares; 2025Q1: 1,401 shares; 2025Q2: 1,276 shares; 2025Q3: 481 shares; 2025Q4: 501 shares; 2026Q1: not reported; 2026Q2: 575 shares 575 $219K 0.06% new Timeline XVV 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: 3,845 shares 3,845 $218K 0.06% new Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,779 shares; 2024Q4: 15,581 shares; 2025Q1: 15,413 shares; 2025Q2: 15,435 shares; 2025Q3: 14,843 shares; 2025Q4: 14,865 shares; 2026Q1: 11,479 shares; 2026Q2: 9,731 shares 9,731 $218K 0.06% -1,748 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 857 shares 857 $218K 0.06% new Timeline VLUE 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: 1,146 shares 1,146 $217K 0.06% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 890 shares 890 $213K 0.06% new Timeline PSL 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: 1,893 shares; 2025Q2: 1,895 shares; 2025Q3: 1,896 shares; 2025Q4: not reported; 2026Q1: 1,847 shares; 2026Q2: 1,848 shares 1,848 $211K 0.06% +1 Timeline ITA 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: 909 shares; 2026Q1: not reported; 2026Q2: 909 shares 909 $210K 0.06% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,769 shares 1,769 $206K 0.05% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 428 shares 428 $204K 0.05% 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: 1,809 shares 1,809 $202K 0.05% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,964 shares 3,964 $200K 0.05% new Timeline MVO MV OIL TR More: the full row for MV OIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,641 shares; 2024Q4: 29,473 shares; 2025Q1: 26,496 shares; 2025Q2: 23,721 shares; 2025Q3: 21,432 shares; 2025Q4: 14,906 shares; 2026Q1: 12,806 shares; 2026Q2: 11,277 shares 11,277 $7.6K <0.01% -1,529 Timeline