VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 160,991 shares; 2025Q1: 162,372 shares; 2025Q2: 164,904 shares; 2025Q3: 162,469 shares; 2025Q4: 160,106 shares; 2026Q1: 157,505 shares; 2026Q2: 155,798 shares; 2026Q3: 152,949 shares 152,949 $52.6M 25.45% -2,849 Timeline FBND 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; 2024Q4: 823,928 shares; 2025Q1: 854,544 shares; 2025Q2: 862,695 shares; 2025Q3: 879,774 shares; 2025Q4: 896,594 shares; 2026Q1: 905,462 shares; 2026Q2: 943,913 shares; 2026Q3: 969,603 shares 969,603 $42M 20.31% +25,690 Timeline QGRO 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267,827 shares; 2026Q2: 305,614 shares; 2026Q3: 312,589 shares 312,589 $36.6M 17.72% +6,975 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; 2024Q4: 294,142 shares; 2025Q1: 301,577 shares; 2025Q2: 315,934 shares; 2025Q3: 312,304 shares; 2025Q4: 312,358 shares; 2026Q1: 306,117 shares; 2026Q2: 288,668 shares; 2026Q3: 282,028 shares 282,028 $33.2M 16.06% -6,640 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,752 shares; 2026Q2: 550,660 shares; 2026Q3: 582,466 shares 582,466 $21.1M 10.21% +31,806 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 120,826 shares; 2025Q2: 174,064 shares; 2025Q3: 207,631 shares; 2025Q4: 227,080 shares; 2026Q1: 241,098 shares; 2026Q2: 246,185 shares; 2026Q3: 247,178 shares 247,178 $14.2M 6.87% +993 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,684 shares; 2025Q1: 36,684 shares; 2025Q2: 36,684 shares; 2025Q3: 46,033 shares; 2025Q4: 46,182 shares; 2026Q1: 46,316 shares; 2026Q2: 46,325 shares; 2026Q3: 46,063 shares 46,063 $1.69M 0.82% -262 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; 2024Q4: 1,806 shares; 2025Q1: 1,711 shares; 2025Q2: 1,733 shares; 2025Q3: 1,737 shares; 2025Q4: 1,743 shares; 2026Q1: 3,375 shares; 2026Q2: 3,271 shares; 2026Q3: 3,277 shares 3,277 $932K 0.45% +6 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; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares; 2025Q4: 1,032 shares; 2026Q1: 1,032 shares; 2026Q2: 1,032 shares; 2026Q3: 1,032 shares 1,032 $723K 0.35% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,052 shares; 2025Q1: 3,066 shares; 2025Q2: 3,066 shares; 2025Q3: 3,084 shares; 2025Q4: 3,107 shares; 2026Q1: 3,107 shares; 2026Q2: 3,141 shares; 2026Q3: 3,158 shares 3,158 $657K 0.32% +17 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,960 shares; 2026Q3: 1,665 shares 1,665 $573K 0.28% -295 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,624 shares; 2026Q2: 5,695 shares; 2026Q3: 5,770 shares 5,770 $502K 0.24% +75 Timeline MCBS METROCITY BANKSHARES INC More: the full row for METROCITY BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,048 shares; 2025Q1: 26,048 shares; 2025Q2: 26,048 shares; 2025Q3: 26,048 shares; 2025Q4: 26,048 shares; 2026Q1: 13,024 shares; 2026Q2: 13,024 shares; 2026Q3: 13,024 shares 13,024 $446K 0.22% 0 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,355 shares; 2026Q2: 7,438 shares; 2026Q3: 7,526 shares 7,526 $311K 0.15% +88 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215 shares; 2026Q1: not reported; 2026Q2: 215 shares; 2026Q3: 215 shares 215 $249K 0.12% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,030 shares; 2026Q2: 3,030 shares; 2026Q3: 3,452 shares 3,452 $248K 0.12% +422 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,276 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares; 2026Q1: 2,051 shares; 2026Q2: 2,051 shares; 2026Q3: 2,051 shares 2,051 $229K 0.11% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,404 shares; 2026Q3: 1,404 shares 1,404 $222K 0.11% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,192 shares; 2026Q3: 4,237 shares 4,237 $211K 0.1% +45 Timeline