VCIT 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: 274,049 shares; 2025Q1: 269,001 shares; 2025Q2: 256,317 shares; 2025Q3: 275,275 shares; 2025Q4: 250,501 shares; 2026Q1: 254,036 shares; 2026Q2: 251,390 shares 251,390 $20.8M 13.07% -2,646 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: 17,582 shares; 2025Q1: 17,404 shares; 2025Q2: 17,706 shares; 2025Q3: 17,458 shares; 2025Q4: 17,053 shares; 2026Q1: 16,744 shares; 2026Q2: 17,279 shares 17,279 $12.9M 8.12% +535 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 loaded; 2024Q4: 97,051 shares; 2025Q1: 103,202 shares; 2025Q2: 105,686 shares; 2025Q3: 166,972 shares; 2025Q4: 232,460 shares; 2026Q1: 267,651 shares; 2026Q2: 261,998 shares 261,998 $11.1M 6.96% -5,653 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: not loaded; 2024Q4: 24,626 shares; 2025Q1: 24,415 shares; 2025Q2: 23,975 shares; 2025Q3: 23,173 shares; 2025Q4: 22,179 shares; 2026Q1: 21,637 shares; 2026Q2: 21,602 shares 21,602 $10.8M 6.8% -35 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: 130,460 shares; 2025Q1: 136,696 shares; 2025Q2: 154,427 shares; 2025Q3: 173,353 shares; 2025Q4: 209,489 shares; 2026Q1: 219,683 shares; 2026Q2: 223,646 shares 223,646 $9.23M 5.8% +3,963 Timeline VUSB 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: not loaded; 2024Q4: 201,421 shares; 2025Q1: 184,024 shares; 2025Q2: 190,511 shares; 2025Q3: 208,889 shares; 2025Q4: 203,716 shares; 2026Q1: 199,806 shares; 2026Q2: 178,099 shares 178,099 $8.87M 5.58% -21,707 Timeline VCSH 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: 103,182 shares; 2025Q1: 108,624 shares; 2025Q2: 109,117 shares; 2025Q3: 109,568 shares; 2025Q4: 108,719 shares; 2026Q1: 108,093 shares; 2026Q2: 107,860 shares 107,860 $8.52M 5.36% -233 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,735 shares; 2025Q1: 34,474 shares; 2025Q2: 34,478 shares; 2025Q3: 34,479 shares; 2025Q4: 51,177 shares; 2026Q1: 50,287 shares; 2026Q2: 49,687 shares 49,687 $6.8M 4.28% -600 Timeline SCHV 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: not loaded; 2024Q4: 187,863 shares; 2025Q1: 185,364 shares; 2025Q2: 195,326 shares; 2025Q3: 190,751 shares; 2025Q4: 191,684 shares; 2026Q1: 191,402 shares; 2026Q2: 192,326 shares 192,326 $6.69M 4.21% +924 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: not loaded; 2024Q4: 25,265 shares; 2025Q1: 31,519 shares; 2025Q2: 47,883 shares; 2025Q3: 78,780 shares; 2025Q4: 79,803 shares; 2026Q1: 107,082 shares; 2026Q2: 125,853 shares 125,853 $6.01M 3.78% +18,771 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: 96,055 shares; 2025Q1: 94,802 shares; 2025Q2: 72,751 shares; 2025Q3: 70,269 shares; 2025Q4: 70,211 shares; 2026Q1: 64,347 shares; 2026Q2: 66,872 shares 66,872 $3.46M 2.17% +2,525 Timeline SCHD 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: not loaded; 2024Q4: 99,925 shares; 2025Q1: 101,347 shares; 2025Q2: 82,331 shares; 2025Q3: 85,237 shares; 2025Q4: 85,282 shares; 2026Q1: 82,803 shares; 2026Q2: 86,795 shares 86,795 $2.75M 1.73% +3,992 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,101 shares; 2025Q1: 22,919 shares; 2025Q2: 22,454 shares; 2025Q3: 22,257 shares; 2025Q4: 22,211 shares; 2026Q1: 22,123 shares; 2026Q2: 20,922 shares 20,922 $2.73M 1.72% -1,201 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: 19,424 shares; 2025Q1: 20,174 shares; 2025Q2: 26,452 shares; 2025Q3: 18,666 shares; 2025Q4: 34,939 shares; 2026Q1: 36,029 shares; 2026Q2: 33,069 shares 33,069 $2.72M 1.71% -2,960 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: not loaded; 2024Q4: 36,359 shares; 2025Q1: 36,359 shares; 2025Q2: 47,552 shares; 2025Q3: 60,247 shares; 2025Q4: 85,577 shares; 2026Q1: 89,541 shares; 2026Q2: 89,535 shares 89,535 $2.59M 1.63% -6 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,804 shares; 2025Q1: 54,270 shares; 2025Q2: 55,093 shares; 2025Q3: 58,234 shares; 2025Q4: 47,563 shares; 2026Q1: 43,871 shares; 2026Q2: 50,139 shares 50,139 $2.52M 1.58% +6,268 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,552 shares; 2025Q4: 19,181 shares; 2026Q1: 22,317 shares; 2026Q2: 48,972 shares 48,972 $2.49M 1.56% +26,655 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,328 shares; 2025Q1: 5,663 shares; 2025Q2: 6,297 shares; 2025Q3: 6,889 shares; 2025Q4: 6,596 shares; 2026Q1: 6,622 shares; 2026Q2: 6,646 shares 6,646 $2.45M 1.54% +24 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: not loaded; 2024Q4: 37,941 shares; 2025Q1: 33,378 shares; 2025Q2: 32,841 shares; 2025Q3: 32,582 shares; 2025Q4: 31,667 shares; 2026Q1: 30,324 shares; 2026Q2: 28,470 shares 28,470 $2.2M 1.38% -1,854 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,369 shares; 2025Q1: 25,406 shares; 2025Q2: 21,379 shares; 2025Q3: 22,357 shares; 2025Q4: 21,438 shares; 2026Q1: 22,432 shares; 2026Q2: 23,551 shares 23,551 $1.77M 1.11% +1,119 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 reported; 2025Q1: not reported; 2025Q2: 6,793 shares; 2025Q3: 8,196 shares; 2025Q4: 12,519 shares; 2026Q1: 16,542 shares; 2026Q2: 20,072 shares 20,072 $1.64M 1.03% +3,530 Timeline VYMI 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,960 shares; 2026Q2: 13,969 shares 13,969 $1.37M 0.86% +9 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: 6,121 shares; 2025Q1: 4,997 shares; 2025Q2: 4,801 shares; 2025Q3: 4,610 shares; 2025Q4: 4,627 shares; 2026Q1: 4,579 shares; 2026Q2: 4,595 shares 4,595 $1.33M 0.84% +16 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: 20,948 shares; 2025Q1: 20,453 shares; 2025Q2: 19,760 shares; 2025Q3: 19,177 shares; 2025Q4: 28,991 shares; 2026Q1: 31,641 shares; 2026Q2: 31,691 shares 31,691 $1.27M 0.8% +50 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: 18,517 shares; 2025Q1: 17,869 shares; 2025Q2: 14,435 shares; 2025Q3: 14,403 shares; 2025Q4: 15,475 shares; 2026Q1: 15,190 shares; 2026Q2: 15,034 shares 15,034 $1.24M 0.78% -156 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: not loaded; 2024Q4: 1,992 shares; 2025Q1: 2,070 shares; 2025Q2: 2,162 shares; 2025Q3: 2,165 shares; 2025Q4: 2,150 shares; 2026Q1: 2,276 shares; 2026Q2: 9,068 shares 9,068 $1.13M 0.71% +6,792 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: not loaded; 2024Q4: 24,120 shares; 2025Q1: 24,653 shares; 2025Q2: 24,908 shares; 2025Q3: 25,063 shares; 2025Q4: 27,151 shares; 2026Q1: 26,441 shares; 2026Q2: 26,714 shares 26,714 $1.11M 0.7% +273 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 loaded; 2024Q4: 1,320 shares; 2025Q1: 1,268 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,172 shares; 2026Q1: 1,018 shares; 2026Q2: 1,329 shares 1,329 $995K 0.63% +311 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 loaded; 2024Q4: 5,389 shares; 2025Q1: 4,511 shares; 2025Q2: 4,591 shares; 2025Q3: 4,562 shares; 2025Q4: 4,563 shares; 2026Q1: 5,007 shares; 2026Q2: 4,915 shares 4,915 $983K 0.62% -92 Timeline SCHG 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: not loaded; 2024Q4: 29,521 shares; 2025Q1: 29,521 shares; 2025Q2: 27,121 shares; 2025Q3: 27,121 shares; 2025Q4: 27,121 shares; 2026Q1: 27,121 shares; 2026Q2: 27,121 shares 27,121 $918K 0.58% 0 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: 1,836 shares; 2025Q1: 2,118 shares; 2025Q2: 2,179 shares; 2025Q3: 2,267 shares; 2025Q4: 2,297 shares; 2026Q1: 2,539 shares; 2026Q2: 10,644 shares 10,644 $858K 0.54% +8,105 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 loaded; 2024Q4: 2,058 shares; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares; 2025Q3: 3,836 shares; 2025Q4: 3,885 shares; 2026Q1: 3,885 shares; 2026Q2: 3,900 shares 3,900 $850K 0.53% +15 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: 763 shares; 2025Q1: 772 shares; 2025Q2: 850 shares; 2025Q3: 854 shares; 2025Q4: 937 shares; 2026Q1: 989 shares; 2026Q2: 1,139 shares 1,139 $782K 0.49% +150 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,614 shares; 2025Q1: 6,614 shares; 2025Q2: 5,066 shares; 2025Q3: 5,066 shares; 2025Q4: 5,066 shares; 2026Q1: 5,066 shares; 2026Q2: 5,066 shares 5,066 $777K 0.49% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,002 shares; 2025Q2: 4,003 shares; 2025Q3: 4,008 shares; 2025Q4: 8,019 shares; 2026Q1: 8,019 shares; 2026Q2: 8,019 shares 8,019 $776K 0.49% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,377 shares; 2025Q4: 1,377 shares; 2026Q1: not reported; 2026Q2: 1,442 shares 1,442 $697K 0.44% 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: not loaded; 2024Q4: 1,523 shares; 2025Q1: 1,105 shares; 2025Q2: 1,080 shares; 2025Q3: 1,081 shares; 2025Q4: 1,104 shares; 2026Q1: 1,798 shares; 2026Q2: 1,792 shares 1,792 $668K 0.42% -6 Timeline DFAR 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: 22,947 shares; 2025Q1: 19,836 shares; 2025Q2: 20,392 shares; 2025Q3: 26,803 shares; 2025Q4: 23,738 shares; 2026Q1: 25,159 shares; 2026Q2: 25,382 shares 25,382 $664K 0.42% +223 Timeline DFNM 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: 11,374 shares; 2025Q1: 11,374 shares; 2025Q2: 11,374 shares; 2025Q3: 11,374 shares; 2025Q4: 11,374 shares; 2026Q1: 11,374 shares; 2026Q2: 13,458 shares 13,458 $650K 0.41% +2,084 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: 6,931 shares; 2025Q1: 6,942 shares; 2025Q2: 6,946 shares; 2025Q3: 6,946 shares; 2025Q4: 6,946 shares; 2026Q1: 6,946 shares; 2026Q2: 6,934 shares 6,934 $630K 0.4% -12 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,988 shares; 2025Q3: 6,504 shares; 2025Q4: 7,552 shares; 2026Q1: 10,334 shares; 2026Q2: 18,619 shares 18,619 $605K 0.38% +8,285 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: not loaded; 2024Q4: 8,095 shares; 2025Q1: 8,082 shares; 2025Q2: 8,234 shares; 2025Q3: 7,852 shares; 2025Q4: 6,975 shares; 2026Q1: 6,973 shares; 2026Q2: 7,036 shares 7,036 $548K 0.34% +63 Timeline CWI 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: not loaded; 2024Q4: 34,164 shares; 2025Q1: 34,164 shares; 2025Q2: 18,052 shares; 2025Q3: 11,703 shares; 2025Q4: 16,287 shares; 2026Q1: 13,520 shares; 2026Q2: 13,384 shares 13,384 $544K 0.34% -136 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,553 shares; 2025Q3: 9,752 shares; 2025Q4: 9,752 shares; 2026Q1: 9,752 shares; 2026Q2: 10,585 shares 10,585 $535K 0.34% +833 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,360 shares; 2025Q1: 19,360 shares; 2025Q2: 19,373 shares; 2025Q3: 19,373 shares; 2025Q4: 16,889 shares; 2026Q1: 16,789 shares; 2026Q2: 16,814 shares 16,814 $507K 0.32% +25 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: not loaded; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 5,625 shares 5,625 $494K 0.31% +4,500 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,529 shares; 2025Q1: 6,959 shares; 2025Q2: 6,959 shares; 2025Q3: 7,009 shares; 2025Q4: 7,283 shares; 2026Q1: 7,313 shares; 2026Q2: 9,093 shares 9,093 $463K 0.29% +1,780 Timeline SPSB 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: 22,640 shares; 2025Q1: 23,676 shares; 2025Q2: 23,972 shares; 2025Q3: 23,935 shares; 2025Q4: 15,347 shares; 2026Q1: 16,900 shares; 2026Q2: 15,364 shares 15,364 $461K 0.29% -1,536 Timeline FELV 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,468 shares 11,468 $460K 0.29% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $457K 0.29% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 932 shares; 2026Q2: 1,182 shares 1,182 $437K 0.28% +250 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,551 shares; 2025Q1: 6,551 shares; 2025Q2: 6,551 shares; 2025Q3: 6,551 shares; 2025Q4: 4,191 shares; 2026Q1: 4,125 shares; 2026Q2: 4,125 shares 4,125 $397K 0.25% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 15,985 shares; 2025Q2: 12,160 shares; 2025Q3: 4,975 shares; 2025Q4: 4,178 shares; 2026Q1: 3,656 shares; 2026Q2: 4,310 shares 4,310 $395K 0.25% +654 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: not loaded; 2024Q4: not reported; 2025Q1: 2,697 shares; 2025Q2: 2,703 shares; 2025Q3: 2,713 shares; 2025Q4: 5,436 shares; 2026Q1: 5,436 shares; 2026Q2: 5,436 shares 5,436 $366K 0.23% 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: not loaded; 2024Q4: not reported; 2025Q1: 1,713 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,747 shares; 2026Q1: 2,645 shares; 2026Q2: 2,650 shares 2,650 $362K 0.23% +5 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: not loaded; 2024Q4: 3,019 shares; 2025Q1: 2,914 shares; 2025Q2: 2,689 shares; 2025Q3: 2,674 shares; 2025Q4: 2,681 shares; 2026Q1: 2,691 shares; 2026Q2: 2,699 shares 2,699 $342K 0.21% +8 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: 1,254 shares; 2025Q1: 1,313 shares; 2025Q2: 1,245 shares; 2025Q3: 1,229 shares; 2025Q4: 1,286 shares; 2026Q1: 1,409 shares; 2026Q2: 1,395 shares 1,395 $332K 0.21% -14 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 loaded; 2024Q4: 1,096 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 898 shares; 2025Q4: 907 shares; 2026Q1: 925 shares; 2026Q2: 924 shares 924 $326K 0.21% -1 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,782 shares; 2025Q4: 7,782 shares; 2026Q1: 7,782 shares; 2026Q2: 11,333 shares 11,333 $319K 0.2% +3,551 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 reported; 2025Q1: 3,369 shares; 2025Q2: 3,369 shares; 2025Q3: 3,369 shares; 2025Q4: 3,856 shares; 2026Q1: 3,856 shares; 2026Q2: 3,792 shares 3,792 $318K 0.2% -64 Timeline VGK 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 reported; 2025Q1: 6,070 shares; 2025Q2: 3,479 shares; 2025Q3: 3,479 shares; 2025Q4: 3,479 shares; 2026Q1: 3,479 shares; 2026Q2: 3,479 shares 3,479 $308K 0.19% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,767 shares; 2025Q4: 4,767 shares; 2026Q1: 4,934 shares; 2026Q2: 4,934 shares 4,934 $307K 0.19% 0 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 loaded; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,814 shares; 2025Q3: 1,816 shares; 2025Q4: 1,820 shares; 2026Q1: 1,864 shares; 2026Q2: 1,841 shares 1,841 $305K 0.19% -23 Timeline FUTY 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,100 shares 5,100 $298K 0.19% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 980 shares 980 $296K 0.19% new 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 loaded; 2024Q4: 6,028 shares; 2025Q1: not reported; 2025Q2: 6,068 shares; 2025Q3: 6,068 shares; 2025Q4: 6,068 shares; 2026Q1: 6,068 shares; 2026Q2: 6,282 shares 6,282 $279K 0.18% +214 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,578 shares; 2025Q2: 1,622 shares; 2025Q3: 1,550 shares; 2025Q4: 1,475 shares; 2026Q1: 1,478 shares; 2026Q2: 1,477 shares 1,477 $267K 0.17% -1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,329 shares; 2025Q1: 2,334 shares; 2025Q2: 2,336 shares; 2025Q3: 2,337 shares; 2025Q4: 2,341 shares; 2026Q1: 2,444 shares; 2026Q2: 2,443 shares 2,443 $254K 0.16% -1 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: not loaded; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,593 shares; 2026Q1: 1,608 shares; 2026Q2: 1,028 shares 1,028 $243K 0.15% -580 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,400 shares 4,400 $224K 0.14% new Timeline VGHY VANGUARD FIXED INCOME SECS F More: the full row for VANGUARD FIXED INCOME SECS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,924 shares 2,924 $219K 0.14% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,043 shares; 2026Q1: 4,061 shares; 2026Q2: 4,061 shares 4,061 $217K 0.14% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,602 shares; 2026Q1: not reported; 2026Q2: 1,504 shares 1,504 $215K 0.14% new Timeline VV 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 616 shares 616 $212K 0.13% new Timeline