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: 904,555 shares; 2024Q4: 931,555 shares; 2025Q1: 973,756 shares; 2025Q2: 992,552 shares; 2025Q3: 1,029,584 shares; 2025Q4: 1,050,100 shares; 2026Q1: 1,125,104 shares; 2026Q2: 1,139,447 shares 1,139,447 $50.5M 12.17% +14,343 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 895,211 shares; 2024Q4: 1,031,305 shares; 2025Q1: 1,131,897 shares; 2025Q2: 1,393,301 shares; 2025Q3: 1,466,495 shares; 2025Q4: 1,553,853 shares; 2026Q1: 1,707,209 shares; 2026Q2: 1,716,530 shares 1,716,530 $50.1M 12.06% +9,321 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,189 shares; 2024Q4: 174,498 shares; 2025Q1: 181,991 shares; 2025Q2: 191,021 shares; 2025Q3: 200,551 shares; 2025Q4: 215,380 shares; 2026Q1: 232,201 shares; 2026Q2: 242,293 shares 242,293 $39.8M 9.58% +10,092 Timeline DFAT 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: 444,086 shares; 2024Q4: 442,730 shares; 2025Q1: 448,804 shares; 2025Q2: 423,908 shares; 2025Q3: 427,948 shares; 2025Q4: 433,290 shares; 2026Q1: 433,098 shares; 2026Q2: 432,120 shares 432,120 $30.2M 7.27% -978 Timeline DFIV 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: 354,445 shares; 2024Q4: 383,080 shares; 2025Q1: 384,394 shares; 2025Q2: 397,609 shares; 2025Q3: 409,019 shares; 2025Q4: 397,808 shares; 2026Q1: 397,188 shares; 2026Q2: 412,587 shares 412,587 $22.3M 5.37% +15,399 Timeline AVDV 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: 115,840 shares; 2024Q4: 135,888 shares; 2025Q1: 165,946 shares; 2025Q2: 177,607 shares; 2025Q3: 184,297 shares; 2025Q4: 189,174 shares; 2026Q1: 199,377 shares; 2026Q2: 206,275 shares 206,275 $21.3M 5.12% +6,898 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: 280,669 shares; 2024Q4: 344,499 shares; 2025Q1: 388,385 shares; 2025Q2: 418,607 shares; 2025Q3: 441,153 shares; 2025Q4: 444,894 shares; 2026Q1: 480,638 shares; 2026Q2: 488,613 shares 488,613 $19.9M 4.78% +7,975 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,528 shares; 2024Q4: 132,538 shares; 2025Q1: 145,957 shares; 2025Q2: 154,014 shares; 2025Q3: 163,021 shares; 2025Q4: 173,172 shares; 2026Q1: 191,163 shares; 2026Q2: 201,400 shares 201,400 $17.9M 4.32% +10,237 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: 265,974 shares; 2024Q4: 283,675 shares; 2025Q1: 289,974 shares; 2025Q2: 280,810 shares; 2025Q3: 286,555 shares; 2025Q4: 295,274 shares; 2026Q1: 298,002 shares; 2026Q2: 297,896 shares 297,896 $16.4M 3.95% -106 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: 116,298 shares; 2024Q4: 139,869 shares; 2025Q1: 163,715 shares; 2025Q2: 166,316 shares; 2025Q3: 180,864 shares; 2025Q4: 209,351 shares; 2026Q1: 239,804 shares; 2026Q2: 256,311 shares 256,311 $15.1M 3.64% +16,507 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: 19,150 shares; 2024Q4: 19,835 shares; 2025Q1: 27,277 shares; 2025Q2: 29,510 shares; 2025Q3: 30,991 shares; 2025Q4: 34,361 shares; 2026Q1: 39,496 shares; 2026Q2: 39,664 shares 39,664 $14.7M 3.53% +168 Timeline DISV 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: 121,936 shares; 2024Q4: 153,472 shares; 2025Q1: 160,836 shares; 2025Q2: 202,657 shares; 2025Q3: 213,921 shares; 2025Q4: 216,051 shares; 2026Q1: 245,372 shares; 2026Q2: 255,262 shares 255,262 $10.2M 2.47% +9,890 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: 75,006 shares; 2024Q4: 96,447 shares; 2025Q1: 107,085 shares; 2025Q2: 105,288 shares; 2025Q3: 122,148 shares; 2025Q4: 135,132 shares; 2026Q1: 155,265 shares; 2026Q2: 164,537 shares 164,537 $7.86M 1.89% +9,272 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: 43,928 shares; 2024Q4: 49,249 shares; 2025Q1: 48,632 shares; 2025Q2: 61,923 shares; 2025Q3: 66,972 shares; 2025Q4: 74,279 shares; 2026Q1: 77,882 shares; 2026Q2: 79,699 shares 79,699 $5.68M 1.37% +1,817 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: 63,636 shares; 2024Q4: 69,149 shares; 2025Q1: 77,323 shares; 2025Q2: 78,064 shares; 2025Q3: 84,383 shares; 2025Q4: 89,722 shares; 2026Q1: 98,561 shares; 2026Q2: 103,823 shares 103,823 $5.22M 1.26% +5,262 Timeline NBHC NATIONAL BK HLDGS CORP More: the full row for NATIONAL BK HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,796 shares; 2024Q4: 106,796 shares; 2025Q1: 106,976 shares; 2025Q2: 106,976 shares; 2025Q3: 106,976 shares; 2025Q4: 106,976 shares; 2026Q1: 106,976 shares; 2026Q2: 106,976 shares 106,976 $4.75M 1.14% 0 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: 36,248 shares; 2024Q4: 42,124 shares; 2025Q1: 44,764 shares; 2025Q2: 47,258 shares; 2025Q3: 51,864 shares; 2025Q4: 54,358 shares; 2026Q1: 55,048 shares; 2026Q2: 56,304 shares 56,304 $4.61M 1.11% +1,256 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: 23,109 shares; 2024Q4: 23,125 shares; 2025Q1: 17,147 shares; 2025Q2: 85,129 shares; 2025Q3: 96,840 shares; 2025Q4: 97,445 shares; 2026Q1: 114,291 shares; 2026Q2: 114,951 shares 114,951 $4.46M 1.07% +660 Timeline VB 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: 7,333 shares; 2024Q4: 7,743 shares; 2025Q1: 10,048 shares; 2025Q2: 10,048 shares; 2025Q3: 11,433 shares; 2025Q4: 12,438 shares; 2026Q1: 14,448 shares; 2026Q2: 14,491 shares 14,491 $4.39M 1.06% +43 Timeline DFIC 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: 39,137 shares; 2024Q4: 61,249 shares; 2025Q1: 66,788 shares; 2025Q2: 73,651 shares; 2025Q3: 85,245 shares; 2025Q4: 85,284 shares; 2026Q1: 100,200 shares; 2026Q2: 106,859 shares 106,859 $3.98M 0.96% +6,659 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 reported; 2024Q4: not reported; 2025Q1: 80,000 shares; 2025Q2: 87,446 shares; 2025Q3: 108,529 shares; 2025Q4: 118,923 shares; 2026Q1: 136,191 shares; 2026Q2: 136,916 shares 136,916 $3.58M 0.86% +725 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: 84,049 shares; 2024Q4: 83,968 shares; 2025Q1: 84,389 shares; 2025Q2: 84,466 shares; 2025Q3: 83,627 shares; 2025Q4: 77,601 shares; 2026Q1: 77,614 shares; 2026Q2: 77,218 shares 77,218 $2.84M 0.68% -396 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; 2024Q3: 21,826 shares; 2024Q4: 21,817 shares; 2025Q1: 38,592 shares; 2025Q2: 24,413 shares; 2025Q3: 24,712 shares; 2025Q4: 24,718 shares; 2026Q1: 23,279 shares; 2026Q2: 22,285 shares 22,285 $2.78M 0.67% -994 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: 5,429 shares; 2024Q4: 6,083 shares; 2025Q1: 7,197 shares; 2025Q2: 7,197 shares; 2025Q3: 8,573 shares; 2025Q4: 9,237 shares; 2026Q1: 10,038 shares; 2026Q2: 12,674 shares 12,674 $2.76M 0.67% +2,636 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: 5,929 shares; 2024Q4: 6,371 shares; 2025Q1: 6,829 shares; 2025Q2: 7,154 shares; 2025Q3: 8,304 shares; 2025Q4: 8,286 shares; 2026Q1: 8,225 shares; 2026Q2: 8,882 shares 8,882 $2.57M 0.62% +657 Timeline BND 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: 12,840 shares; 2024Q4: 16,978 shares; 2025Q1: 16,978 shares; 2025Q2: 19,736 shares; 2025Q3: 24,326 shares; 2025Q4: 24,563 shares; 2026Q1: 30,582 shares; 2026Q2: 30,892 shares 30,892 $2.27M 0.55% +310 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,860 shares; 2024Q4: 21,860 shares; 2025Q1: 28,854 shares; 2025Q2: 34,699 shares; 2025Q3: 34,699 shares; 2025Q4: 42,357 shares; 2026Q1: 42,848 shares; 2026Q2: 53,422 shares 53,422 $2.27M 0.55% +10,574 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,386 shares; 2024Q4: 5,706 shares; 2025Q1: 8,216 shares; 2025Q2: 8,216 shares; 2025Q3: 8,216 shares; 2025Q4: 8,833 shares; 2026Q1: 10,152 shares; 2026Q2: 10,189 shares 10,189 $2.25M 0.54% +37 Timeline DFEV 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: not reported; 2026Q1: not reported; 2026Q2: 52,422 shares 52,422 $2.24M 0.54% new 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: 16,335 shares; 2024Q4: 19,635 shares; 2025Q1: 23,970 shares; 2025Q2: 23,970 shares; 2025Q3: 31,081 shares; 2025Q4: 38,868 shares; 2026Q1: 39,174 shares; 2026Q2: 39,657 shares 39,657 $2.11M 0.51% +483 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,923 shares; 2024Q4: 27,748 shares; 2025Q1: 27,703 shares; 2025Q2: 27,339 shares; 2025Q3: 26,330 shares; 2025Q4: 23,295 shares; 2026Q1: 21,149 shares; 2026Q2: 20,841 shares 20,841 $1.73M 0.42% -308 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: 13,148 shares; 2024Q4: 15,366 shares; 2025Q1: 15,366 shares; 2025Q2: 16,249 shares; 2025Q3: 18,925 shares; 2025Q4: 22,535 shares; 2026Q1: 24,353 shares; 2026Q2: 28,176 shares 28,176 $1.68M 0.4% +3,823 Timeline VOE 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: 4,626 shares; 2024Q4: 5,361 shares; 2025Q1: 5,628 shares; 2025Q2: 5,628 shares; 2025Q3: 6,067 shares; 2025Q4: 6,239 shares; 2026Q1: 6,615 shares; 2026Q2: 7,668 shares 7,668 $1.52M 0.36% +1,053 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,720 shares; 2024Q4: 7,720 shares; 2025Q1: 7,720 shares; 2025Q2: 7,720 shares; 2025Q3: 8,455 shares; 2025Q4: 8,455 shares; 2026Q1: 8,819 shares; 2026Q2: 9,666 shares 9,666 $1.51M 0.36% +847 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: 8,680 shares; 2024Q4: 17,970 shares; 2025Q1: 26,470 shares; 2025Q2: 26,161 shares; 2025Q3: 26,160 shares; 2025Q4: 26,281 shares; 2026Q1: 31,803 shares; 2026Q2: 28,448 shares 28,448 $1.47M 0.35% -3,355 Timeline SCHM 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: 9,291 shares; 2024Q4: 31,348 shares; 2025Q1: 31,348 shares; 2025Q2: 33,166 shares; 2025Q3: 36,276 shares; 2025Q4: 37,801 shares; 2026Q1: 37,801 shares; 2026Q2: 38,541 shares 38,541 $1.42M 0.34% +740 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,109 shares; 2024Q4: 54,112 shares; 2025Q1: 54,112 shares; 2025Q2: 36,526 shares; 2025Q3: 36,356 shares; 2025Q4: 36,136 shares; 2026Q1: 33,061 shares; 2026Q2: 33,061 shares 33,061 $1.38M 0.33% 0 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: 19,646 shares; 2024Q4: 24,540 shares; 2025Q1: 30,172 shares; 2025Q2: 25,622 shares; 2025Q3: 28,921 shares; 2025Q4: 29,303 shares; 2026Q1: 31,853 shares; 2026Q2: 33,006 shares 33,006 $1.36M 0.33% +1,153 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: 7,348 shares; 2024Q4: 32,834 shares; 2025Q1: 32,465 shares; 2025Q2: 34,359 shares; 2025Q3: 37,440 shares; 2025Q4: 42,872 shares; 2026Q1: 42,880 shares; 2026Q2: 42,885 shares 42,885 $1.36M 0.33% +5 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: 22,434 shares; 2024Q4: 29,262 shares; 2025Q1: 15,896 shares; 2025Q2: 15,896 shares; 2025Q3: 15,896 shares; 2025Q4: 15,896 shares; 2026Q1: 15,896 shares; 2026Q2: 16,336 shares 16,336 $1.34M 0.32% +440 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,778 shares; 2024Q4: 8,693 shares; 2025Q1: 8,693 shares; 2025Q2: 9,761 shares; 2025Q3: 9,761 shares; 2025Q4: 9,761 shares; 2026Q1: 9,761 shares; 2026Q2: 9,761 shares 9,761 $1.33M 0.32% 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: 19,900 shares; 2024Q4: 20,614 shares; 2025Q1: 23,599 shares; 2025Q2: 22,794 shares; 2025Q3: 23,251 shares; 2025Q4: 22,906 shares; 2026Q1: 15,948 shares; 2026Q2: 15,748 shares 15,748 $1.3M 0.31% -200 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: 2,269 shares; 2024Q4: 2,360 shares; 2025Q1: 2,462 shares; 2025Q2: 3,792 shares; 2025Q3: 3,875 shares; 2025Q4: 5,274 shares; 2026Q1: 5,344 shares; 2026Q2: 6,115 shares 6,115 $1.22M 0.29% +771 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: 7,048 shares; 2024Q4: 7,048 shares; 2025Q1: 7,048 shares; 2025Q2: 12,509 shares; 2025Q3: 12,506 shares; 2025Q4: 12,506 shares; 2026Q1: 12,506 shares; 2026Q2: 12,506 shares 12,506 $1.14M 0.27% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 3,064 shares; 2026Q2: 3,064 shares 3,064 $1.04M 0.25% 0 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: 2,325 shares; 2024Q4: 2,325 shares; 2025Q1: 2,325 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,325 shares; 2026Q2: 11,625 shares 11,625 $1.02M 0.25% +9,300 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,995 shares; 2024Q4: 9,995 shares; 2025Q1: 9,995 shares; 2025Q2: 9,995 shares; 2025Q3: 9,995 shares; 2025Q4: 9,995 shares; 2026Q1: 9,995 shares; 2026Q2: 9,995 shares 9,995 $954K 0.23% 0 Timeline VLUE 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: 5,436 shares; 2025Q3: 5,436 shares; 2025Q4: 5,436 shares; 2026Q1: 5,436 shares; 2026Q2: 4,616 shares 4,616 $922K 0.22% -820 Timeline VGT 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: 805 shares; 2024Q4: 966 shares; 2025Q1: 966 shares; 2025Q2: 966 shares; 2025Q3: 966 shares; 2025Q4: 966 shares; 2026Q1: 961 shares; 2026Q2: 7,685 shares 7,685 $918K 0.22% +6,724 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: 1,016 shares; 2024Q4: 1,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,286 shares; 2025Q4: 1,240 shares; 2026Q1: 1,370 shares; 2026Q2: 1,269 shares 1,269 $871K 0.21% -101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,265 shares 18,265 $852K 0.21% new 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: 2,089 shares; 2024Q4: 2,218 shares; 2025Q1: 2,455 shares; 2025Q2: 2,465 shares; 2025Q3: 2,465 shares; 2025Q4: 2,300 shares; 2026Q1: 2,285 shares; 2026Q2: 2,313 shares 2,313 $757K 0.18% +28 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: 408 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 989 shares; 2026Q1: 994 shares; 2026Q2: 991 shares 991 $730K 0.18% -3 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: 7,728 shares 7,728 $666K 0.16% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,108 shares; 2025Q3: 1,247 shares; 2025Q4: 2,421 shares; 2026Q1: 2,405 shares; 2026Q2: 2,682 shares 2,682 $639K 0.15% +277 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: 4,396 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 5,978 shares; 2025Q3: 5,838 shares; 2025Q4: 5,678 shares; 2026Q1: 5,678 shares; 2026Q2: 5,678 shares 5,678 $548K 0.13% 0 Timeline VOOG 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: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,176 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 6,240 shares 6,240 $516K 0.12% +5,200 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 reported; 2024Q4: not reported; 2025Q1: 656 shares; 2025Q2: 768 shares; 2025Q3: 820 shares; 2025Q4: 879 shares; 2026Q1: 834 shares; 2026Q2: 1,278 shares 1,278 $477K 0.11% +444 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,411 shares; 2024Q4: 10,423 shares; 2025Q1: 9,423 shares; 2025Q2: 6,844 shares; 2025Q3: 6,844 shares; 2025Q4: 6,222 shares; 2026Q1: 6,222 shares; 2026Q2: 6,222 shares 6,222 $476K 0.11% 0 Timeline DFSI 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: not reported; 2026Q1: not reported; 2026Q2: 9,937 shares 9,937 $448K 0.11% new 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: 21,032 shares; 2024Q4: 24,962 shares; 2025Q1: 24,960 shares; 2025Q2: 22,331 shares; 2025Q3: 22,082 shares; 2025Q4: 18,586 shares; 2026Q1: 12,507 shares; 2026Q2: 12,701 shares 12,701 $445K 0.11% +194 Timeline GLW CORNING INC More: the full row for CORNING 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: 1,852 shares; 2026Q2: 1,697 shares 1,697 $434K 0.1% -155 Timeline DIV 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: 13,729 shares; 2024Q4: 13,729 shares; 2025Q1: 14,089 shares; 2025Q2: 14,089 shares; 2025Q3: 14,924 shares; 2025Q4: 15,743 shares; 2026Q1: 20,200 shares; 2026Q2: 20,200 shares 20,200 $385K 0.09% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,235 shares; 2025Q4: 2,474 shares; 2026Q1: 2,477 shares; 2026Q2: 2,019 shares 2,019 $385K 0.09% -458 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,344 shares; 2026Q1: 6,219 shares; 2026Q2: 7,949 shares 7,949 $384K 0.09% +1,730 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS 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: 5,157 shares 5,157 $357K 0.09% new 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 reported; 2024Q4: 534 shares; 2025Q1: 650 shares; 2025Q2: 657 shares; 2025Q3: 651 shares; 2025Q4: 661 shares; 2026Q1: 666 shares; 2026Q2: 699 shares 699 $350K 0.08% +33 Timeline DFLV 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: not reported; 2026Q1: not reported; 2026Q2: 8,790 shares 8,790 $348K 0.08% new 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: 4,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,002 shares; 2025Q2: 12,002 shares; 2025Q3: 12,002 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $348K 0.08% 0 Timeline DFGR 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: 10,628 shares; 2025Q2: 11,475 shares; 2025Q3: 11,648 shares; 2025Q4: 10,629 shares; 2026Q1: 10,688 shares; 2026Q2: 11,894 shares 11,894 $345K 0.08% +1,206 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: 7,185 shares; 2024Q4: 13,815 shares; 2025Q1: 12,430 shares; 2025Q2: 6,990 shares; 2025Q3: 6,195 shares; 2025Q4: 7,701 shares; 2026Q1: 7,932 shares; 2026Q2: 7,932 shares 7,932 $331K 0.08% 0 Timeline DGRO 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: 5,345 shares; 2025Q1: 4,356 shares; 2025Q2: 4,353 shares; 2025Q3: 4,353 shares; 2025Q4: 4,353 shares; 2026Q1: 4,353 shares; 2026Q2: 4,353 shares 4,353 $330K 0.08% 0 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: 6,775 shares; 2024Q4: 5,792 shares; 2025Q1: 5,804 shares; 2025Q2: 5,798 shares; 2025Q3: 5,788 shares; 2025Q4: 5,493 shares; 2026Q1: 3,466 shares; 2026Q2: 4,129 shares 4,129 $322K 0.08% +663 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 709 shares; 2026Q1: 959 shares; 2026Q2: 851 shares 851 $304K 0.07% -108 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: 1,415 shares; 2024Q4: 1,683 shares; 2025Q1: 1,731 shares; 2025Q2: 1,669 shares; 2025Q3: 1,718 shares; 2025Q4: 1,642 shares; 2026Q1: 1,652 shares; 2026Q2: 1,739 shares 1,739 $288K 0.07% +87 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: not reported; 2025Q3: not reported; 2025Q4: 754 shares; 2026Q1: 754 shares; 2026Q2: 794 shares 794 $281K 0.07% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,004 shares; 2025Q4: 1,036 shares; 2026Q1: 1,034 shares; 2026Q2: 1,057 shares 1,057 $266K 0.06% +23 Timeline SCHA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,936 shares; 2026Q2: 7,250 shares 7,250 $262K 0.06% +314 Timeline BIV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,373 shares 3,373 $259K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,709 shares 2,709 $253K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 965 shares; 2026Q2: 989 shares 989 $251K 0.06% +24 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: not reported; 2026Q2: 8,759 shares 8,759 $238K 0.06% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,401 shares; 2025Q2: 1,395 shares; 2025Q3: 1,399 shares; 2025Q4: 1,416 shares; 2026Q1: 1,413 shares; 2026Q2: 1,472 shares 1,472 $238K 0.06% +59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,416 shares 8,416 $233K 0.06% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,670 shares; 2024Q4: 2,673 shares; 2025Q1: 2,740 shares; 2025Q2: 2,723 shares; 2025Q3: 2,695 shares; 2025Q4: 2,745 shares; 2026Q1: 2,375 shares; 2026Q2: 2,398 shares 2,398 $220K 0.05% +23 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 2,905 shares 2,905 $209K 0.05% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 2,163 shares; 2026Q1: 2,172 shares; 2026Q2: 2,214 shares 2,214 $207K 0.05% +42 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,096 shares 5,096 $205K 0.05% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 10,111 shares 10,111 $193K 0.05% new Timeline