JMOM 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: 502,183 shares; 2024Q4: 499,074 shares; 2025Q1: 498,320 shares; 2025Q2: 498,087 shares; 2025Q3: 496,782 shares; 2025Q4: 637,108 shares; 2026Q1: 657,113 shares; 2026Q2: 701,536 shares 701,536 $44M 15.06% +44,423 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: 117,125 shares; 2024Q4: 119,134 shares; 2025Q1: 118,731 shares; 2025Q2: 121,396 shares; 2025Q3: 123,912 shares; 2025Q4: 226,259 shares; 2026Q1: 237,448 shares; 2026Q2: 256,817 shares 256,817 $29.7M 10.16% +19,369 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 403,181 shares; 2026Q2: 439,059 shares 439,059 $23.4M 8.02% +35,878 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,750 shares; 2025Q2: 40,381 shares; 2025Q3: 67,122 shares; 2025Q4: 344,482 shares; 2026Q1: 577,972 shares; 2026Q2: 621,981 shares 621,981 $21.8M 7.45% +44,009 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: 339,125 shares; 2024Q4: 353,881 shares; 2025Q1: 352,091 shares; 2025Q2: 355,848 shares; 2025Q3: 356,034 shares; 2025Q4: 454,732 shares; 2026Q1: 453,302 shares; 2026Q2: 483,285 shares 483,285 $20.8M 7.12% +29,983 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: not reported; 2024Q4: not reported; 2025Q1: 6,013 shares; 2025Q2: 9,225 shares; 2025Q3: 10,075 shares; 2025Q4: 63,710 shares; 2026Q1: 210,882 shares; 2026Q2: 242,425 shares 242,425 $11.9M 4.06% +31,543 Timeline FNDA 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: 178,227 shares; 2024Q4: 367,754 shares; 2025Q1: 397,489 shares; 2025Q2: 416,415 shares; 2025Q3: 455,135 shares; 2025Q4: 599,669 shares; 2026Q1: 358,560 shares; 2026Q2: 386,724 shares 386,724 $8.77M 3% +28,164 Timeline JCPB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,704 shares; 2026Q2: 182,935 shares 182,935 $8.59M 2.94% +152,231 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: 311,163 shares; 2024Q4: 229,030 shares; 2025Q1: 222,228 shares; 2025Q2: 223,717 shares; 2025Q3: 220,376 shares; 2025Q4: 212,345 shares; 2026Q1: 204,960 shares; 2026Q2: 198,412 shares 198,412 $7.98M 2.73% -6,548 Timeline DUSB 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: 115,853 shares; 2025Q2: 121,313 shares; 2025Q3: 132,598 shares; 2025Q4: 139,500 shares; 2026Q1: 148,280 shares; 2026Q2: 154,949 shares 154,949 $7.73M 2.65% +6,669 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,463 shares; 2024Q4: 180,862 shares; 2025Q1: 187,953 shares; 2025Q2: 152,211 shares; 2025Q3: 156,134 shares; 2025Q4: 192,296 shares; 2026Q1: 200,401 shares; 2026Q2: 212,882 shares 212,882 $7.22M 2.47% +12,481 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: 157,461 shares; 2024Q4: 175,008 shares; 2025Q1: 187,856 shares; 2025Q2: 195,655 shares; 2025Q3: 202,994 shares; 2025Q4: 346,744 shares; 2026Q1: 171,701 shares; 2026Q2: 176,242 shares 176,242 $7.09M 2.42% +4,541 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,407 shares; 2024Q4: 67,731 shares; 2025Q1: 66,659 shares; 2025Q2: 67,157 shares; 2025Q3: 75,289 shares; 2025Q4: 75,687 shares; 2026Q1: 75,931 shares; 2026Q2: 70,368 shares 70,368 $6.79M 2.32% -5,563 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: 100,503 shares; 2024Q4: 103,814 shares; 2025Q1: 104,210 shares; 2025Q2: 108,132 shares; 2025Q3: 111,480 shares; 2025Q4: 112,855 shares; 2026Q1: 122,934 shares; 2026Q2: 134,168 shares 134,168 $6.41M 2.19% +11,234 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,281 shares; 2024Q4: 280,874 shares; 2025Q1: 268,010 shares; 2025Q2: 277,857 shares; 2025Q3: 264,464 shares; 2025Q4: 263,725 shares; 2026Q1: 94,288 shares; 2026Q2: 93,890 shares 93,890 $6.36M 2.18% -398 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: 119,009 shares; 2024Q4: 76,719 shares; 2025Q1: 76,052 shares; 2025Q2: 77,517 shares; 2025Q3: 78,799 shares; 2025Q4: 100,446 shares; 2026Q1: 104,164 shares; 2026Q2: 109,806 shares 109,806 $5.56M 1.9% +5,642 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,376 shares; 2024Q4: 262,982 shares; 2025Q1: 243,326 shares; 2025Q2: 247,980 shares; 2025Q3: 232,245 shares; 2025Q4: 121,740 shares; 2026Q1: 62,957 shares; 2026Q2: 63,860 shares 63,860 $5.25M 1.8% +903 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: 70,219 shares; 2024Q4: 59,797 shares; 2025Q1: 72,422 shares; 2025Q2: 76,943 shares; 2025Q3: 83,564 shares; 2025Q4: 90,063 shares; 2026Q1: 96,744 shares; 2026Q2: 104,043 shares 104,043 $4.23M 1.45% +7,299 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: 33,879 shares; 2024Q4: 37,045 shares; 2025Q1: 42,076 shares; 2025Q2: 44,471 shares; 2025Q3: 67,985 shares; 2025Q4: 88,568 shares; 2026Q1: 89,286 shares; 2026Q2: 87,024 shares 87,024 $4.16M 1.42% -2,262 Timeline DFAW 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: 3,902 shares; 2024Q4: 6,178 shares; 2025Q1: 7,371 shares; 2025Q2: 10,023 shares; 2025Q3: 11,909 shares; 2025Q4: 16,016 shares; 2026Q1: 40,779 shares; 2026Q2: 44,121 shares 44,121 $3.65M 1.25% +3,342 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; 2024Q3: 61,898 shares; 2024Q4: 60,276 shares; 2025Q1: 62,930 shares; 2025Q2: 63,001 shares; 2025Q3: 65,986 shares; 2025Q4: 77,593 shares; 2026Q1: 85,485 shares; 2026Q2: 86,451 shares 86,451 $3.52M 1.2% +966 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,847 shares; 2024Q4: 39,770 shares; 2025Q1: 38,566 shares; 2025Q2: 38,103 shares; 2025Q3: 42,357 shares; 2025Q4: 42,452 shares; 2026Q1: 41,284 shares; 2026Q2: 37,514 shares 37,514 $3.29M 1.13% -3,770 Timeline HELO 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: 38,819 shares; 2024Q4: 44,267 shares; 2025Q1: 43,715 shares; 2025Q2: 44,273 shares; 2025Q3: 49,151 shares; 2025Q4: 48,656 shares; 2026Q1: 48,740 shares; 2026Q2: 44,800 shares 44,800 $3.03M 1.04% -3,940 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: 21,562 shares; 2024Q4: 27,451 shares; 2025Q1: 27,715 shares; 2025Q2: 28,415 shares; 2025Q3: 32,587 shares; 2025Q4: 33,781 shares; 2026Q1: 34,145 shares; 2026Q2: 31,891 shares 31,891 $2.92M 1% -2,254 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: 40,146 shares; 2024Q4: 30,857 shares; 2025Q1: 30,432 shares; 2025Q2: 30,806 shares; 2025Q3: 30,579 shares; 2025Q4: 83,435 shares; 2026Q1: 80,727 shares; 2026Q2: 90,353 shares 90,353 $2.89M 0.99% +9,626 Timeline QUAL 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: 8,593 shares; 2025Q3: 8,981 shares; 2025Q4: 9,196 shares; 2026Q1: 9,731 shares; 2026Q2: 10,007 shares 10,007 $2.2M 0.75% +276 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: 29,324 shares; 2024Q4: 31,177 shares; 2025Q1: 28,668 shares; 2025Q2: 29,706 shares; 2025Q3: 29,778 shares; 2025Q4: 42,313 shares; 2026Q1: 33,020 shares; 2026Q2: 34,721 shares 34,721 $2.1M 0.72% +1,701 Timeline VIGI 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: 21,014 shares; 2024Q4: 21,385 shares; 2025Q1: 21,451 shares; 2025Q2: 21,767 shares; 2025Q3: 21,881 shares; 2025Q4: 22,013 shares; 2026Q1: 22,239 shares; 2026Q2: 22,428 shares 22,428 $2.09M 0.72% +189 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,357 shares; 2024Q4: 17,139 shares; 2025Q1: 17,104 shares; 2025Q2: 16,958 shares; 2025Q3: 17,062 shares; 2025Q4: 17,772 shares; 2026Q1: 17,997 shares; 2026Q2: 18,491 shares 18,491 $1.78M 0.61% +494 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: 49,253 shares; 2024Q4: 52,871 shares; 2025Q1: 55,959 shares; 2025Q2: 57,996 shares; 2025Q3: 58,767 shares; 2025Q4: 57,656 shares; 2026Q1: 34,466 shares; 2026Q2: 34,341 shares 34,341 $1.78M 0.61% -125 Timeline JPST 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: 24,455 shares; 2024Q4: 25,034 shares; 2025Q1: 24,389 shares; 2025Q2: 24,551 shares; 2025Q3: 42,043 shares; 2025Q4: 36,304 shares; 2026Q1: 35,691 shares; 2026Q2: 34,713 shares 34,713 $1.76M 0.6% -978 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,957 shares; 2024Q4: 9,683 shares; 2025Q1: 9,384 shares; 2025Q2: 9,134 shares; 2025Q3: 9,291 shares; 2025Q4: 10,818 shares; 2026Q1: 11,946 shares; 2026Q2: 12,370 shares 12,370 $1.32M 0.45% +424 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: 2,996 shares; 2024Q4: 2,996 shares; 2025Q1: 9,288 shares; 2025Q2: 8,988 shares; 2025Q3: 8,778 shares; 2025Q4: 8,803 shares; 2026Q1: 8,803 shares; 2026Q2: 8,965 shares 8,965 $1.23M 0.42% +162 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: 7,349 shares; 2024Q4: 7,350 shares; 2025Q1: 3,835 shares; 2025Q2: 3,937 shares; 2025Q3: 4,217 shares; 2025Q4: 4,196 shares; 2026Q1: 11,395 shares; 2026Q2: 4,109 shares 4,109 $1.19M 0.41% -7,286 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: 4,731 shares; 2024Q4: 5,017 shares; 2025Q1: 2,393 shares; 2025Q2: 3,201 shares; 2025Q3: 3,247 shares; 2025Q4: 3,261 shares; 2026Q1: 3,162 shares; 2026Q2: 3,373 shares 3,373 $1.16M 0.4% +211 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: 14,574 shares; 2024Q4: 14,574 shares; 2025Q1: 13,972 shares; 2025Q2: 9,297 shares; 2025Q3: 9,297 shares; 2025Q4: 9,297 shares; 2026Q1: 8,837 shares; 2026Q2: 8,837 shares 8,837 $1.14M 0.39% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,381 shares; 2024Q4: 14,807 shares; 2025Q1: 14,765 shares; 2025Q2: 14,972 shares; 2025Q3: 16,732 shares; 2025Q4: 16,852 shares; 2026Q1: 16,726 shares; 2026Q2: 14,457 shares 14,457 $1.09M 0.37% -2,269 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,069 shares; 2024Q4: 24,575 shares; 2025Q1: 24,551 shares; 2025Q2: 24,861 shares; 2025Q3: 24,469 shares; 2025Q4: 24,730 shares; 2026Q1: 24,231 shares; 2026Q2: 24,114 shares 24,114 $979K 0.33% -117 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,059 shares; 2024Q4: 16,068 shares; 2025Q1: 16,077 shares; 2025Q2: 16,086 shares; 2025Q3: 16,095 shares; 2025Q4: 16,105 shares; 2026Q1: 15,965 shares; 2026Q2: 17,099 shares 17,099 $958K 0.33% +1,134 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,164 shares; 2024Q4: 4,164 shares; 2025Q1: 4,130 shares; 2025Q2: 4,130 shares; 2025Q3: 4,094 shares; 2025Q4: 4,018 shares; 2026Q1: 4,350 shares; 2026Q2: 4,194 shares 4,194 $939K 0.32% -156 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: 40,410 shares; 2024Q4: 38,557 shares; 2025Q1: 33,208 shares; 2025Q2: 33,257 shares; 2025Q3: 31,057 shares; 2025Q4: 29,980 shares; 2026Q1: 21,378 shares; 2026Q2: 21,550 shares 21,550 $889K 0.3% +172 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: 5,545 shares; 2024Q4: 5,970 shares; 2025Q1: 5,970 shares; 2025Q2: 5,970 shares; 2025Q3: 5,970 shares; 2025Q4: 5,970 shares; 2026Q1: 4,950 shares; 2026Q2: 4,950 shares 4,950 $821K 0.28% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,173 shares; 2024Q4: 13,410 shares; 2025Q1: 13,725 shares; 2025Q2: 14,014 shares; 2025Q3: 14,110 shares; 2025Q4: 14,373 shares; 2026Q1: 14,367 shares; 2026Q2: 14,180 shares 14,180 $780K 0.27% -187 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: 1,809 shares; 2024Q4: 1,908 shares; 2025Q1: 1,909 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,911 shares; 2026Q1: 1,912 shares; 2026Q2: 1,912 shares 1,912 $652K 0.22% 0 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: 3,744 shares; 2025Q4: 3,875 shares; 2026Q1: 5,810 shares; 2026Q2: 6,533 shares 6,533 $538K 0.18% +723 Timeline EWX 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: 9,207 shares; 2024Q4: 5,854 shares; 2025Q1: 5,941 shares; 2025Q2: 6,132 shares; 2025Q3: 6,167 shares; 2025Q4: 6,362 shares; 2026Q1: 6,425 shares; 2026Q2: 6,419 shares 6,419 $477K 0.16% -6 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: 1,906 shares; 2024Q4: 1,894 shares; 2025Q1: 1,898 shares; 2025Q2: 1,902 shares; 2025Q3: 1,792 shares; 2025Q4: 1,803 shares; 2026Q1: 1,806 shares; 2026Q2: 1,809 shares 1,809 $460K 0.16% +3 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,154 shares; 2024Q4: 6,154 shares; 2025Q1: 5,539 shares; 2025Q2: 5,539 shares; 2025Q3: 5,539 shares; 2025Q4: 4,984 shares; 2026Q1: 4,984 shares; 2026Q2: 4,984 shares 4,984 $448K 0.15% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,501 shares; 2024Q4: 11,502 shares; 2025Q1: 11,434 shares; 2025Q2: 10,404 shares; 2025Q3: 9,764 shares; 2025Q4: 9,765 shares; 2026Q1: 9,662 shares; 2026Q2: 9,509 shares 9,509 $443K 0.15% -153 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,142 shares; 2024Q4: 1,142 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 1,142 shares; 2025Q4: 1,142 shares; 2026Q1: 1,142 shares; 2026Q2: 1,142 shares 1,142 $423K 0.14% 0 Timeline JMST 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: 4,719 shares; 2024Q4: 4,564 shares; 2025Q1: 4,597 shares; 2025Q2: 6,266 shares; 2025Q3: 11,079 shares; 2025Q4: 9,807 shares; 2026Q1: 9,645 shares; 2026Q2: 8,098 shares 8,098 $413K 0.14% -1,547 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: 5,299 shares; 2024Q4: 5,399 shares; 2025Q1: 5,534 shares; 2025Q2: 5,589 shares; 2025Q3: 5,584 shares; 2025Q4: 5,695 shares; 2026Q1: 5,676 shares; 2026Q2: 5,725 shares 5,725 $408K 0.14% +49 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 6,413 shares; 2026Q2: 7,829 shares 7,829 $406K 0.14% +1,416 Timeline DFSB 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: 8,007 shares; 2025Q2: 7,083 shares; 2025Q3: 7,421 shares; 2025Q4: 7,586 shares; 2026Q1: 7,868 shares; 2026Q2: 7,748 shares 7,748 $404K 0.14% -120 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 306 shares; 2025Q4: 918 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $394K 0.13% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,131 shares; 2024Q4: 8,238 shares; 2025Q1: 8,305 shares; 2025Q2: 7,966 shares; 2025Q3: 8,030 shares; 2025Q4: 8,102 shares; 2026Q1: 8,167 shares; 2026Q2: 8,094 shares 8,094 $343K 0.12% -73 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: not reported; 2026Q2: 3,964 shares 3,964 $342K 0.12% new 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: 865 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 866 shares; 2025Q3: 885 shares; 2025Q4: 915 shares; 2026Q1: 906 shares; 2026Q2: 885 shares 885 $330K 0.11% -21 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,515 shares; 2026Q1: 6,532 shares; 2026Q2: 6,575 shares 6,575 $330K 0.11% +43 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,542 shares; 2024Q4: 4,542 shares; 2025Q1: 4,542 shares; 2025Q2: 4,542 shares; 2025Q3: 4,542 shares; 2025Q4: 4,542 shares; 2026Q1: 4,542 shares; 2026Q2: 4,542 shares 4,542 $328K 0.11% 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: 18,779 shares; 2024Q4: 18,833 shares; 2025Q1: 13,305 shares; 2025Q2: 20,564 shares; 2025Q3: 21,106 shares; 2025Q4: 21,084 shares; 2026Q1: 21,097 shares; 2026Q2: 6,835 shares 6,835 $303K 0.1% -14,262 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,646 shares; 2024Q4: 1,646 shares; 2025Q1: 1,646 shares; 2025Q2: 1,646 shares; 2025Q3: 1,646 shares; 2025Q4: 1,646 shares; 2026Q1: 1,646 shares; 2026Q2: 1,646 shares 1,646 $296K 0.1% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 878 shares; 2026Q1: 878 shares; 2026Q2: 878 shares 878 $276K 0.09% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,559 shares; 2024Q4: 12,969 shares; 2025Q1: 12,969 shares; 2025Q2: 12,969 shares; 2025Q3: 12,969 shares; 2025Q4: 12,969 shares; 2026Q1: 12,969 shares; 2026Q2: 12,847 shares 12,847 $266K 0.09% -122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 958 shares; 2026Q2: 940 shares 940 $265K 0.09% -18 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,161 shares; 2024Q4: 1,161 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares; 2026Q2: 1,161 shares 1,161 $256K 0.09% 0 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: 7,281 shares; 2025Q3: 7,361 shares; 2025Q4: 7,392 shares; 2026Q1: 7,416 shares; 2026Q2: 6,446 shares 6,446 $250K 0.09% -970 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,117 shares; 2026Q1: 2,729 shares; 2026Q2: 1,230 shares 1,230 $246K 0.08% -1,499 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,852 shares; 2024Q4: 1,852 shares; 2025Q1: 1,852 shares; 2025Q2: 1,852 shares; 2025Q3: 1,852 shares; 2025Q4: 1,852 shares; 2026Q1: 1,852 shares; 2026Q2: 1,852 shares 1,852 $245K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,570 shares; 2026Q2: 2,000 shares 2,000 $233K 0.08% -570 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 303 shares 303 $224K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 287 shares 287 $215K 0.07% new Timeline NCIQ HASHDEX NASDAQ CME CRYPTO More: the full row for HASHDEX NASDAQ CME CRYPTO 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: 14,668 shares 14,668 $214K 0.07% new Timeline EELV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,405 shares; 2026Q1: 7,395 shares; 2026Q2: 7,448 shares 7,448 $207K 0.07% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 632 shares 632 $207K 0.07% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares; 2026Q1: 1,504 shares; 2026Q2: 1,504 shares 1,504 $206K 0.07% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $30.6K 0.01% 0 Timeline