SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,480 shares; 2024Q4: 576,860 shares; 2025Q1: 466,499 shares; 2025Q2: 702,062 shares; 2025Q3: 678,216 shares; 2025Q4: 616,445 shares; 2026Q1: 865,955 shares; 2026Q2: 778,780 shares 778,780 $78.4M 16.74% -87,175 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,476 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 371,259 shares 371,259 $58.3M 12.44% new 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: 577,397 shares; 2024Q4: 716,304 shares; 2025Q1: 519,898 shares; 2025Q2: 370,559 shares; 2025Q3: 375,924 shares; 2025Q4: 419,612 shares; 2026Q1: 499,382 shares; 2026Q2: 468,486 shares 468,486 $42.9M 9.17% -30,896 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; 2024Q3: 255,637 shares; 2024Q4: 221,100 shares; 2025Q1: 272,049 shares; 2025Q2: 121,986 shares; 2025Q3: 26,735 shares; 2025Q4: 294,822 shares; 2026Q1: 232,456 shares; 2026Q2: 168,744 shares 168,744 $35.9M 7.67% -63,712 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: 64,384 shares; 2024Q4: 61,523 shares; 2025Q1: 59,988 shares; 2025Q2: 63,861 shares; 2025Q3: 67,665 shares; 2025Q4: 81,968 shares; 2026Q1: 99,493 shares; 2026Q2: 271,334 shares 271,334 $31.9M 6.81% +171,841 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: 554,041 shares; 2024Q4: 543,838 shares; 2025Q1: 529,710 shares; 2025Q2: 546,053 shares; 2025Q3: 521,450 shares; 2025Q4: 503,296 shares; 2026Q1: 502,626 shares; 2026Q2: 504,872 shares 504,872 $25.5M 5.45% +2,246 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: 182,564 shares; 2024Q4: 198,507 shares; 2025Q1: 209,364 shares; 2025Q2: 235,956 shares; 2025Q3: 277,060 shares; 2025Q4: 295,859 shares; 2026Q1: 335,300 shares; 2026Q2: 377,167 shares 377,167 $19.5M 4.16% +41,867 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: 3,211 shares; 2024Q4: 3,211 shares; 2025Q1: 3,011 shares; 2025Q2: 3,772 shares; 2025Q3: 2,956 shares; 2025Q4: 3,286 shares; 2026Q1: 3,286 shares; 2026Q2: 225,674 shares 225,674 $18.5M 3.96% +222,388 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: 2,414 shares; 2024Q4: 2,257 shares; 2025Q1: 249,488 shares; 2025Q2: 115,942 shares; 2025Q3: 116,138 shares; 2025Q4: 123,474 shares; 2026Q1: 133,571 shares; 2026Q2: 137,700 shares 137,700 $13M 2.78% +4,129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 232,874 shares; 2026Q2: 216,098 shares 216,098 $11.5M 2.45% -16,776 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: 103,604 shares; 2024Q4: 125,537 shares; 2025Q1: 140,865 shares; 2025Q2: 152,982 shares; 2025Q3: 179,699 shares; 2025Q4: 206,270 shares; 2026Q1: 226,599 shares; 2026Q2: 265,378 shares 265,378 $11.1M 2.36% +38,779 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,513 shares; 2024Q4: 2,378 shares; 2025Q1: 63,997 shares; 2025Q2: 127,536 shares; 2025Q3: 22,138 shares; 2025Q4: 129,577 shares; 2026Q1: 128,628 shares; 2026Q2: 34,135 shares 34,135 $10.3M 2.19% -94,493 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,568 shares; 2024Q4: 41,519 shares; 2025Q1: 47,435 shares; 2025Q2: 57,121 shares; 2025Q3: 65,081 shares; 2025Q4: 74,511 shares; 2026Q1: 76,550 shares; 2026Q2: 77,984 shares 77,984 $9.99M 2.13% +1,434 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: 386,815 shares; 2024Q4: 381,483 shares; 2025Q1: 176,531 shares; 2025Q2: 183,428 shares; 2025Q3: 182,500 shares; 2025Q4: 170,630 shares; 2026Q1: 162,448 shares; 2026Q2: 166,057 shares 166,057 $9.66M 2.06% +3,609 Timeline XLI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,602 shares; 2026Q1: not reported; 2026Q2: 46,069 shares 46,069 $8.53M 1.82% new 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: 12,675 shares; 2024Q4: 27,967 shares; 2025Q1: 38,825 shares; 2025Q2: 48,741 shares; 2025Q3: 67,781 shares; 2025Q4: 104,134 shares; 2026Q1: 113,730 shares; 2026Q2: 136,915 shares 136,915 $7.53M 1.61% +23,185 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: 4,094 shares; 2024Q4: 4,175 shares; 2025Q1: 4,020 shares; 2025Q2: 4,693 shares; 2025Q3: 8,404 shares; 2025Q4: 5,945 shares; 2026Q1: 6,402 shares; 2026Q2: 21,699 shares 21,699 $7.44M 1.59% +15,297 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: 110,991 shares; 2024Q4: 115,698 shares; 2025Q1: 115,789 shares; 2025Q2: 112,138 shares; 2025Q3: 125,183 shares; 2025Q4: 111,212 shares; 2026Q1: 115,905 shares; 2026Q2: 121,942 shares 121,942 $5.03M 1.07% +6,037 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,505 shares; 2024Q4: 74,398 shares; 2025Q1: 87,200 shares; 2025Q2: 114,490 shares; 2025Q3: 135,017 shares; 2025Q4: 158,644 shares; 2026Q1: 172,990 shares; 2026Q2: 180,902 shares 180,902 $5.01M 1.07% +7,912 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: 137,221 shares; 2024Q4: 134,087 shares; 2025Q1: 128,348 shares; 2025Q2: 19,382 shares; 2025Q3: 16,886 shares; 2025Q4: 18,609 shares; 2026Q1: 20,052 shares; 2026Q2: 21,101 shares 21,101 $4.63M 0.99% +1,049 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,459 shares; 2024Q4: 128,187 shares; 2025Q1: 133,746 shares; 2025Q2: 140,821 shares; 2025Q3: 150,083 shares; 2025Q4: 161,564 shares; 2026Q1: 171,555 shares; 2026Q2: 187,003 shares 187,003 $4.26M 0.91% +15,448 Timeline SCHE 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: 39,743 shares; 2024Q4: 42,175 shares; 2025Q1: 50,080 shares; 2025Q2: 66,838 shares; 2025Q3: 77,560 shares; 2025Q4: 89,582 shares; 2026Q1: 99,172 shares; 2026Q2: 105,702 shares 105,702 $3.83M 0.82% +6,530 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,202 shares; 2025Q3: not reported; 2025Q4: 10,096 shares; 2026Q1: not reported; 2026Q2: 15,971 shares 15,971 $3.48M 0.74% new 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: 2,249 shares; 2024Q4: 2,143 shares; 2025Q1: 2,173 shares; 2025Q2: 2,198 shares; 2025Q3: 2,469 shares; 2025Q4: 2,545 shares; 2026Q1: 2,628 shares; 2026Q2: 13,619 shares 13,619 $3.25M 0.69% +10,991 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: 8,715 shares; 2024Q4: 16,766 shares; 2025Q1: 14,525 shares; 2025Q2: 13,513 shares; 2025Q3: 10,884 shares; 2025Q4: 11,024 shares; 2026Q1: 10,906 shares; 2026Q2: 11,130 shares 11,130 $3.22M 0.69% +224 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: 54,577 shares; 2024Q4: 57,603 shares; 2025Q1: 58,870 shares; 2025Q2: 59,331 shares; 2025Q3: 66,982 shares; 2025Q4: 62,218 shares; 2026Q1: 65,314 shares; 2026Q2: 67,830 shares 67,830 $2.73M 0.58% +2,516 Timeline DIHP 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: 15,473 shares; 2025Q1: 20,861 shares; 2025Q2: 25,036 shares; 2025Q3: 34,813 shares; 2025Q4: 55,030 shares; 2026Q1: 59,945 shares; 2026Q2: 74,933 shares 74,933 $2.56M 0.55% +14,988 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,384 shares; 2024Q4: 23,270 shares; 2025Q1: 27,832 shares; 2025Q2: 667,894 shares; 2025Q3: 608,916 shares; 2025Q4: 536,403 shares; 2026Q1: 42,070 shares; 2026Q2: 37,310 shares 37,310 $2.51M 0.54% -4,760 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: 5,145 shares; 2025Q1: 8,012 shares; 2025Q2: 10,514 shares; 2025Q3: 15,509 shares; 2025Q4: 21,011 shares; 2026Q1: 24,120 shares; 2026Q2: 30,384 shares 30,384 $2.5M 0.53% +6,264 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: 2,826 shares; 2024Q4: 3,243 shares; 2025Q1: 3,243 shares; 2025Q2: 3,248 shares; 2025Q3: 3,264 shares; 2025Q4: 3,264 shares; 2026Q1: 3,264 shares; 2026Q2: 3,264 shares 3,264 $1.63M 0.35% 0 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: 10,349 shares; 2025Q1: 14,269 shares; 2025Q2: 16,938 shares; 2025Q3: 22,649 shares; 2025Q4: 34,635 shares; 2026Q1: 37,801 shares; 2026Q2: 45,805 shares 45,805 $1.6M 0.34% +8,004 Timeline DEHP 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: 10,977 shares; 2025Q2: 13,459 shares; 2025Q3: 18,427 shares; 2025Q4: 27,337 shares; 2026Q1: 29,606 shares; 2026Q2: 33,419 shares 33,419 $1.43M 0.31% +3,813 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: 3,552 shares; 2024Q4: 4,396 shares; 2025Q1: 4,368 shares; 2025Q2: 5,256 shares; 2025Q3: 4,711 shares; 2025Q4: 4,664 shares; 2026Q1: 9,318 shares; 2026Q2: 6,911 shares 6,911 $1.38M 0.3% -2,407 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY 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: 3,500 shares; 2026Q2: 1,155 shares 1,155 $1.33M 0.28% -2,345 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,861 shares; 2024Q4: 9,864 shares; 2025Q1: 9,405 shares; 2025Q2: 9,408 shares; 2025Q3: 9,345 shares; 2025Q4: 9,123 shares; 2026Q1: 8,916 shares; 2026Q2: 9,268 shares 9,268 $1.17M 0.25% +352 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: 563 shares; 2024Q4: 809 shares; 2025Q1: 784 shares; 2025Q2: 755 shares; 2025Q3: 2,143 shares; 2025Q4: 760 shares; 2026Q1: 6,404 shares; 2026Q2: 1,345 shares 1,345 $990K 0.21% -5,059 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: 1,566 shares; 2024Q4: 1,728 shares; 2025Q1: 1,605 shares; 2025Q2: 1,784 shares; 2025Q3: 1,652 shares; 2025Q4: 1,610 shares; 2026Q1: 1,630 shares; 2026Q2: 2,269 shares 2,269 $846K 0.18% +639 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,674 shares; 2024Q4: 4,264 shares; 2025Q1: 3,614 shares; 2025Q2: 3,614 shares; 2025Q3: 3,604 shares; 2025Q4: 3,604 shares; 2026Q1: 3,557 shares; 2026Q2: 3,557 shares 3,557 $736K 0.16% 0 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,486 shares; 2024Q4: 14,986 shares; 2025Q1: 13,986 shares; 2025Q2: 13,986 shares; 2025Q3: 13,986 shares; 2025Q4: 13,486 shares; 2026Q1: 13,036 shares; 2026Q2: 13,036 shares 13,036 $637K 0.14% 0 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: 863 shares; 2024Q4: 879 shares; 2025Q1: 875 shares; 2025Q2: 1,128 shares; 2025Q3: 1,072 shares; 2025Q4: 958 shares; 2026Q1: 838 shares; 2026Q2: 846 shares 846 $633K 0.14% +8 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: 3,008 shares; 2024Q4: 3,131 shares; 2025Q1: 3,016 shares; 2025Q2: 15,423 shares; 2025Q3: 2,664 shares; 2025Q4: 2,656 shares; 2026Q1: 2,544 shares; 2026Q2: 2,511 shares 2,511 $632K 0.13% -33 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: 1,570 shares; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,566 shares; 2025Q3: 1,644 shares; 2025Q4: 1,636 shares; 2026Q1: 1,629 shares; 2026Q2: 1,745 shares 1,745 $624K 0.13% +116 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: 674 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 646 shares; 2025Q4: 609 shares; 2026Q1: 586 shares; 2026Q2: 1,088 shares 1,088 $613K 0.13% +502 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: not reported; 2024Q4: 1,668 shares; 2025Q1: 1,668 shares; 2025Q2: 1,950 shares; 2025Q3: 1,668 shares; 2025Q4: 1,622 shares; 2026Q1: 1,622 shares; 2026Q2: 1,720 shares 1,720 $590K 0.13% +98 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: 10,840 shares; 2024Q4: 10,840 shares; 2025Q1: 10,840 shares; 2025Q2: 11,040 shares; 2025Q3: 10,840 shares; 2025Q4: 9,215 shares; 2026Q1: 9,271 shares; 2026Q2: 9,219 shares 9,219 $525K 0.11% -52 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,511 shares; 2024Q4: 2,511 shares; 2025Q1: 2,505 shares; 2025Q2: 2,514 shares; 2025Q3: 2,505 shares; 2025Q4: 1,687 shares; 2026Q1: 1,641 shares; 2026Q2: 1,641 shares 1,641 $516K 0.11% 0 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,160 shares; 2024Q4: 4,060 shares; 2025Q1: 13,740 shares; 2025Q2: 15,006 shares; 2025Q3: 12,432 shares; 2025Q4: 6,197 shares; 2026Q1: 4,544 shares; 2026Q2: 3,627 shares 3,627 $514K 0.11% -917 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: 290,738 shares; 2024Q4: 282,460 shares; 2025Q1: 268,182 shares; 2025Q2: 22,707 shares; 2025Q3: 14,825 shares; 2025Q4: 8,955 shares; 2026Q1: 8,987 shares; 2026Q2: 7,532 shares 7,532 $509K 0.11% -1,455 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: 1,088 shares; 2024Q4: 1,115 shares; 2025Q1: 1,088 shares; 2025Q2: 1,107 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,075 shares; 2026Q2: 1,286 shares 1,286 $454K 0.1% +211 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: 3,867 shares; 2024Q4: 3,622 shares; 2025Q1: 3,447 shares; 2025Q2: 14,019 shares; 2025Q3: 3,256 shares; 2025Q4: 3,016 shares; 2026Q1: 2,996 shares; 2026Q2: 2,996 shares 2,996 $410K 0.09% 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: 1,563 shares; 2025Q3: 1,300 shares; 2025Q4: 1,311 shares; 2026Q1: not reported; 2026Q2: 3,496 shares 3,496 $408K 0.09% new 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: 1,360 shares; 2024Q4: 1,499 shares; 2025Q1: 1,348 shares; 2025Q2: 1,348 shares; 2025Q3: 1,348 shares; 2025Q4: 1,398 shares; 2026Q1: 1,361 shares; 2026Q2: 1,333 shares 1,333 $375K 0.08% -28 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: 1,305 shares; 2024Q4: not reported; 2025Q1: 1,665 shares; 2025Q2: 1,694 shares; 2025Q3: 1,662 shares; 2025Q4: 1,276 shares; 2026Q1: 1,256 shares; 2026Q2: 1,451 shares 1,451 $368K 0.08% +195 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: 6,653 shares; 2024Q4: 6,703 shares; 2025Q1: 3,915 shares; 2025Q2: 3,865 shares; 2025Q3: 1,865 shares; 2025Q4: 1,865 shares; 2026Q1: 1,815 shares; 2026Q2: 1,568 shares 1,568 $346K 0.07% -247 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: 1,423 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares 1,423 $345K 0.07% 0 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: not reported; 2024Q4: 1,541 shares; 2025Q1: 1,244 shares; 2025Q2: 1,365 shares; 2025Q3: 1,337 shares; 2025Q4: 1,314 shares; 2026Q1: 1,098 shares; 2026Q2: 919 shares 919 $340K 0.07% -179 Timeline MGK 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: 847 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 1,920 shares; 2025Q4: 4,749 shares; 2026Q1: 764 shares; 2026Q2: 3,820 shares 3,820 $336K 0.07% +3,056 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: 2,660 shares; 2024Q4: 3,265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,942 shares; 2025Q4: 3,191 shares; 2026Q1: 2,299 shares; 2026Q2: 2,914 shares 2,914 $330K 0.07% +615 Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,997 shares; 2024Q4: 6,997 shares; 2025Q1: 6,997 shares; 2025Q2: 6,997 shares; 2025Q3: 6,997 shares; 2025Q4: 6,297 shares; 2026Q1: 6,297 shares; 2026Q2: 6,297 shares 6,297 $328K 0.07% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,814 shares; 2025Q3: 980 shares; 2025Q4: 887 shares; 2026Q1: 905 shares; 2026Q2: 919 shares 919 $325K 0.07% +14 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: 1,425 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 539 shares 539 $313K 0.07% new Timeline ORCL ORACLE CORP More: the full row for ORACLE 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: 4,015 shares; 2026Q2: 2,083 shares 2,083 $305K 0.07% -1,932 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,359 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,359 shares; 2026Q1: 1,359 shares; 2026Q2: 1,359 shares 1,359 $303K 0.06% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,706 shares; 2026Q1: 6,178 shares; 2026Q2: 5,983 shares 5,983 $265K 0.06% -195 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,024 shares 4,024 $264K 0.06% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,072 shares; 2025Q1: not reported; 2025Q2: 1,421 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 674 shares 674 $255K 0.05% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 370 shares 370 $254K 0.05% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,426 shares; 2024Q4: 6,429 shares; 2025Q1: not reported; 2025Q2: 6,397 shares; 2025Q3: 6,400 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,227 shares 5,227 $248K 0.05% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,295 shares; 2024Q4: 2,355 shares; 2025Q1: 2,315 shares; 2025Q2: 2,275 shares; 2025Q3: not reported; 2025Q4: 2,255 shares; 2026Q1: 2,255 shares; 2026Q2: 2,255 shares 2,255 $242K 0.05% 0 Timeline QURE UNIQURE NV More: the full row for UNIQURE NV 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: 5,250 shares 5,250 $242K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 258 shares 258 $241K 0.05% new Timeline MGV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,931 shares; 2026Q1: 1,388 shares; 2026Q2: 1,388 shares 1,388 $227K 0.05% 0 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,900 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,454 shares; 2026Q1: not reported; 2026Q2: 2,454 shares 2,454 $210K 0.04% new Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD 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: 5,885 shares 5,885 $207K 0.04% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L 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: 5,461 shares 5,461 $201K 0.04% new Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST 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 $138K 0.03% 0 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,487 shares; 2024Q4: 12,487 shares; 2025Q1: 12,487 shares; 2025Q2: 12,487 shares; 2025Q3: 12,487 shares; 2025Q4: 12,487 shares; 2026Q1: 12,487 shares; 2026Q2: 12,487 shares 12,487 $102K 0.02% 0 Timeline CSANY COSAN S A More: the full row for COSAN S A 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: 13,400 shares; 2026Q2: 10,900 shares 10,900 $31.4K 0.01% -2,500 Timeline