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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 50,252 shares; 2025Q3: 49,379 shares; 2025Q4: 50,884 shares; 2026Q1: 50,858 shares; 2026Q2: 51,101 shares 51,101 $18.9M 13.89% +243 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 177,329 shares; 2025Q3: 181,983 shares; 2025Q4: 190,211 shares; 2026Q1: 204,709 shares; 2026Q2: 215,503 shares 215,503 $11.5M 8.42% +10,794 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 139,558 shares; 2025Q3: 149,583 shares; 2025Q4: 177,295 shares; 2026Q1: 186,953 shares; 2026Q2: 193,912 shares 193,912 $10M 7.36% +6,959 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 101,090 shares; 2025Q3: 101,087 shares; 2025Q4: 100,185 shares; 2026Q1: 102,477 shares; 2026Q2: 101,537 shares 101,537 $8.32M 6.11% -940 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 109,569 shares; 2025Q3: 108,564 shares; 2025Q4: 114,437 shares; 2026Q1: 112,577 shares; 2026Q2: 114,509 shares 114,509 $8.16M 5.99% +1,932 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 126,976 shares; 2025Q3: 130,837 shares; 2025Q4: 139,459 shares; 2026Q1: 148,628 shares; 2026Q2: 153,771 shares 153,771 $8.06M 5.92% +5,143 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 38,464 shares; 2025Q3: 39,503 shares; 2025Q4: 41,474 shares; 2026Q1: 45,303 shares; 2026Q2: 46,825 shares 46,825 $5.5M 4.04% +1,522 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 54,341 shares; 2025Q3: 55,017 shares; 2025Q4: 58,792 shares; 2026Q1: 64,431 shares; 2026Q2: 66,497 shares 66,497 $5.46M 4.01% +2,066 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 41,614 shares; 2025Q3: 42,778 shares; 2025Q4: 45,519 shares; 2026Q1: 49,874 shares; 2026Q2: 51,402 shares 51,402 $5.25M 3.86% +1,528 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,709 shares; 2025Q3: 6,613 shares; 2025Q4: 6,761 shares; 2026Q1: 6,678 shares; 2026Q2: 6,632 shares 6,632 $4.95M 3.64% -46 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 84,034 shares; 2025Q3: 81,507 shares; 2025Q4: 86,690 shares; 2026Q1: 93,568 shares; 2026Q2: 95,635 shares 95,635 $4.84M 3.55% +2,067 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 49,063 shares; 2025Q3: 49,157 shares; 2025Q4: 53,091 shares; 2026Q1: 53,250 shares; 2026Q2: 54,270 shares 54,270 $4.77M 3.5% +1,020 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 64,016 shares; 2025Q3: 66,060 shares; 2025Q4: 72,562 shares; 2026Q1: 77,180 shares; 2026Q2: 80,257 shares 80,257 $3.31M 2.43% +3,077 Timeline SPMD 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 37,168 shares; 2025Q3: 37,604 shares; 2025Q4: 41,487 shares; 2026Q1: 42,215 shares; 2026Q2: 43,106 shares 43,106 $2.91M 2.14% +891 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 45,776 shares; 2025Q3: 46,213 shares; 2025Q4: 48,313 shares; 2026Q1: 47,766 shares; 2026Q2: 48,568 shares 48,568 $2.8M 2.06% +802 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,971 shares; 2025Q3: 23,515 shares; 2025Q4: 24,567 shares; 2026Q1: 27,073 shares; 2026Q2: 27,659 shares 27,659 $2.62M 1.92% +586 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,033 shares; 2025Q3: 22,352 shares; 2025Q4: 23,453 shares; 2026Q1: 23,736 shares; 2026Q2: 23,986 shares 23,986 $2.01M 1.48% +250 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 80,055 shares; 2025Q3: 81,380 shares; 2025Q4: 87,288 shares; 2026Q1: 96,909 shares; 2026Q2: 100,285 shares 100,285 $1.97M 1.44% +3,376 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,419 shares; 2025Q3: 21,315 shares; 2025Q4: 21,305 shares; 2026Q1: 21,720 shares; 2026Q2: 21,583 shares 21,583 $1.96M 1.44% -137 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 84,803 shares; 2025Q3: 86,802 shares; 2025Q4: 92,571 shares; 2026Q1: 101,095 shares; 2026Q2: 104,758 shares 104,758 $1.95M 1.43% +3,663 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 74,630 shares; 2025Q3: 76,129 shares; 2025Q4: 81,957 shares; 2026Q1: 90,334 shares; 2026Q2: 93,696 shares 93,696 $1.91M 1.4% +3,362 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 81,432 shares; 2025Q3: 82,625 shares; 2025Q4: 87,718 shares; 2026Q1: 97,435 shares; 2026Q2: 97,252 shares 97,252 $1.9M 1.39% -183 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 89,654 shares; 2025Q4: 96,815 shares; 2026Q1: 108,645 shares; 2026Q2: 112,913 shares 112,913 $1.88M 1.38% +4,268 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,617 shares; 2025Q3: 2,588 shares; 2025Q4: 2,588 shares; 2026Q1: 2,523 shares; 2026Q2: 2,484 shares 2,484 $1.75M 1.28% -39 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,717 shares; 2025Q3: 1,767 shares; 2025Q4: 1,956 shares; 2026Q1: 1,754 shares; 2026Q2: 1,844 shares 1,844 $1.36M 1% +90 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,323 shares; 2025Q3: 13,557 shares; 2025Q4: 15,084 shares; 2026Q1: 15,699 shares; 2026Q2: 16,269 shares 16,269 $1.34M 0.98% +570 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,186 shares; 2025Q3: 3,097 shares; 2025Q4: 2,982 shares; 2026Q1: 2,897 shares; 2026Q2: 2,787 shares 2,787 $1.14M 0.84% -110 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,644 shares; 2025Q3: 10,805 shares; 2025Q4: 10,811 shares; 2026Q1: 10,814 shares; 2026Q2: 10,865 shares 10,865 $929K 0.68% +51 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,090 shares; 2025Q3: 6,090 shares; 2025Q4: 6,090 shares; 2026Q1: 6,090 shares; 2026Q2: 6,090 shares 6,090 $927K 0.68% 0 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 30,370 shares; 2025Q4: 32,752 shares; 2026Q1: 36,432 shares; 2026Q2: 37,000 shares 37,000 $849K 0.62% +568 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,980 shares; 2025Q3: 16,839 shares; 2025Q4: 19,691 shares; 2026Q1: 21,763 shares; 2026Q2: 22,668 shares 22,668 $835K 0.61% +905 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $638K 0.47% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,386 shares; 2025Q3: 2,156 shares; 2025Q4: 2,113 shares; 2026Q1: 1,978 shares; 2026Q2: 2,176 shares 2,176 $630K 0.46% +198 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,429 shares; 2025Q3: 1,429 shares; 2025Q4: 1,477 shares; 2026Q1: 1,438 shares; 2026Q2: 5,752 shares 5,752 $463K 0.34% +4,314 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares; 2026Q1: 2,797 shares; 2026Q2: 2,797 shares 2,797 $442K 0.32% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,630 shares; 2026Q2: 1,630 shares 1,630 $396K 0.29% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,625 shares; 2025Q3: 2,544 shares; 2025Q4: 2,409 shares; 2026Q1: 2,196 shares; 2026Q2: 2,134 shares 2,134 $349K 0.26% -62 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,191 shares; 2025Q3: 3,191 shares; 2025Q4: 3,191 shares; 2026Q1: 3,191 shares; 2026Q2: 3,191 shares 3,191 $331K 0.24% 0 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 977 shares; 2025Q3: 1,371 shares; 2025Q4: 1,387 shares; 2026Q1: 1,332 shares; 2026Q2: 1,309 shares 1,309 $312K 0.23% -23 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 422 shares; 2026Q1: not reported; 2026Q2: 778 shares 778 $290K 0.21% 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,339 shares; 2026Q1: 6,339 shares; 2026Q2: 6,339 shares 6,339 $255K 0.19% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,881 shares; 2025Q3: not reported; 2025Q4: 2,880 shares; 2026Q1: 3,097 shares; 2026Q2: 3,107 shares 3,107 $252K 0.19% +10 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,171 shares; 2025Q3: 4,171 shares; 2025Q4: 4,171 shares; 2026Q1: 4,171 shares; 2026Q2: 4,171 shares 4,171 $249K 0.18% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,573 shares; 2025Q3: 5,573 shares; 2025Q4: 4,941 shares; 2026Q1: 4,941 shares; 2026Q2: 4,941 shares 4,941 $249K 0.18% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $214K 0.16% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $210K 0.15% new 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 402 shares; 2026Q1: not reported; 2026Q2: 303 shares 303 $208K 0.15% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 3,515 shares; 2026Q1: 3,515 shares; 2026Q2: 3,515 shares 3,515 $207K 0.15% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,737 shares 1,737 $204K 0.15% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,013 shares 3,013 $202K 0.15% new Timeline