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: 820,214 shares; 2025Q1: not loaded; 2025Q2: 1,135,804 shares; 2025Q3: 1,159,348 shares; 2025Q4: 1,409,282 shares; 2026Q1: 1,441,815 shares; 2026Q2: 1,524,918 shares 1,524,918 $67.8M 18.25% +83,103 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: not loaded; 2024Q4: 1,036,515 shares; 2025Q1: not loaded; 2025Q2: 1,204,254 shares; 2025Q3: 1,243,062 shares; 2025Q4: 1,367,141 shares; 2026Q1: 1,401,514 shares; 2026Q2: 1,492,148 shares 1,492,148 $54.4M 14.65% +90,634 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: 505,584 shares; 2025Q1: not loaded; 2025Q2: 638,947 shares; 2025Q3: 666,836 shares; 2025Q4: 1,125,248 shares; 2026Q1: 1,203,591 shares; 2026Q2: 1,254,034 shares 1,254,034 $52.2M 14.06% +50,443 Timeline DFGX 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: 166,314 shares; 2025Q1: not loaded; 2025Q2: 178,127 shares; 2025Q3: 188,878 shares; 2025Q4: 216,470 shares; 2026Q1: 215,695 shares; 2026Q2: 263,676 shares 263,676 $13.8M 3.71% +47,981 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: 367,620 shares; 2025Q1: not loaded; 2025Q2: 259,734 shares; 2025Q3: 231,311 shares; 2025Q4: 289,075 shares; 2026Q1: 270,876 shares; 2026Q2: 255,575 shares 255,575 $12.2M 3.3% -15,301 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: not reported; 2025Q1: not loaded; 2025Q2: 9,193 shares; 2025Q3: 9,328 shares; 2025Q4: 9,051 shares; 2026Q1: 14,817 shares; 2026Q2: 14,153 shares 14,153 $10.6M 2.87% -664 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: not loaded; 2024Q4: 7,784 shares; 2025Q1: not loaded; 2025Q2: 57,586 shares; 2025Q3: 62,747 shares; 2025Q4: 86,092 shares; 2026Q1: 108,243 shares; 2026Q2: 113,097 shares 113,097 $9.37M 2.52% +4,854 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: not loaded; 2024Q4: 190,437 shares; 2025Q1: not loaded; 2025Q2: 177,443 shares; 2025Q3: 174,741 shares; 2025Q4: 168,276 shares; 2026Q1: 168,130 shares; 2026Q2: 163,674 shares 163,674 $9.03M 2.43% -4,456 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 loaded; 2024Q4: 111,811 shares; 2025Q1: not loaded; 2025Q2: 123,604 shares; 2025Q3: 130,587 shares; 2025Q4: 164,361 shares; 2026Q1: 183,771 shares; 2026Q2: 210,956 shares 210,956 $8.34M 2.25% +27,185 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: 12,065 shares; 2025Q1: not loaded; 2025Q2: 12,065 shares; 2025Q3: 12,086 shares; 2025Q4: 129,182 shares; 2026Q1: 150,153 shares; 2026Q2: 156,153 shares 156,153 $6.47M 1.74% +6,000 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: 105,946 shares; 2025Q1: not loaded; 2025Q2: 113,883 shares; 2025Q3: 118,512 shares; 2025Q4: 126,643 shares; 2026Q1: 152,420 shares; 2026Q2: 172,699 shares 172,699 $4.67M 1.26% +20,279 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,238 shares; 2026Q1: 12,552 shares; 2026Q2: 12,570 shares 12,570 $4.64M 1.25% +18 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: 4,874 shares; 2025Q1: not loaded; 2025Q2: 13,061 shares; 2025Q3: 12,830 shares; 2025Q4: 12,541 shares; 2026Q1: 14,148 shares; 2026Q2: 13,475 shares 13,475 $4.42M 1.19% -673 Timeline DCOR 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: 17,283 shares; 2025Q1: not loaded; 2025Q2: 35,009 shares; 2025Q3: 36,227 shares; 2025Q4: 36,619 shares; 2026Q1: 45,963 shares; 2026Q2: 48,762 shares 48,762 $4.02M 1.08% +2,799 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: 14,091 shares; 2025Q1: not loaded; 2025Q2: 12,522 shares; 2025Q3: 12,562 shares; 2025Q4: 71,708 shares; 2026Q1: 72,337 shares; 2026Q2: 74,482 shares 74,482 $3.77M 1.02% +2,145 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: not reported; 2025Q1: not loaded; 2025Q2: 34,091 shares; 2025Q3: 55,663 shares; 2025Q4: 55,663 shares; 2026Q1: 63,327 shares; 2026Q2: 63,367 shares 63,367 $3.17M 0.85% +40 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: 45,669 shares; 2025Q1: not loaded; 2025Q2: 43,088 shares; 2025Q3: 40,961 shares; 2025Q4: 39,752 shares; 2026Q1: 39,086 shares; 2026Q2: 38,129 shares 38,129 $3.1M 0.83% -957 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 60,536 shares; 2025Q3: 58,646 shares; 2025Q4: 58,039 shares; 2026Q1: 50,659 shares; 2026Q2: 40,238 shares 40,238 $3.09M 0.83% -10,421 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: not loaded; 2024Q4: 56,262 shares; 2025Q1: not loaded; 2025Q2: 55,785 shares; 2025Q3: 55,769 shares; 2025Q4: 55,276 shares; 2026Q1: 52,640 shares; 2026Q2: 51,222 shares 51,222 $2.87M 0.77% -1,418 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: not loaded; 2024Q4: 32,593 shares; 2025Q1: not loaded; 2025Q2: 42,999 shares; 2025Q3: 38,939 shares; 2025Q4: 37,325 shares; 2026Q1: 38,979 shares; 2026Q2: 38,276 shares 38,276 $2.7M 0.73% -703 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: 1,567 shares; 2025Q1: not loaded; 2025Q2: 5,933 shares; 2025Q3: 6,107 shares; 2025Q4: 6,172 shares; 2026Q1: 6,424 shares; 2026Q2: 6,477 shares 6,477 $2.58M 0.69% +53 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 9,778 shares; 2025Q3: 9,482 shares; 2025Q4: 9,168 shares; 2026Q1: 8,800 shares; 2026Q2: 7,903 shares 7,903 $2.54M 0.69% -897 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,155 shares; 2026Q1: 3,532 shares; 2026Q2: 3,606 shares 3,606 $2.48M 0.67% +74 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: not loaded; 2024Q4: 11,602 shares; 2025Q1: not loaded; 2025Q2: 12,044 shares; 2025Q3: 12,041 shares; 2025Q4: 12,041 shares; 2026Q1: 11,628 shares; 2026Q2: 11,731 shares 11,731 $2.39M 0.64% +103 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 loaded; 2025Q2: 7,413 shares; 2025Q3: 7,432 shares; 2025Q4: 7,506 shares; 2026Q1: 7,489 shares; 2026Q2: 6,895 shares 6,895 $2.39M 0.64% -594 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: 1,545 shares; 2025Q1: not loaded; 2025Q2: 7,904 shares; 2025Q3: 7,976 shares; 2025Q4: 7,790 shares; 2026Q1: 11,026 shares; 2026Q2: 10,785 shares 10,785 $2.24M 0.6% -241 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 loaded; 2024Q4: 11,000 shares; 2025Q1: not loaded; 2025Q2: 15,671 shares; 2025Q3: 17,051 shares; 2025Q4: 16,905 shares; 2026Q1: 16,862 shares; 2026Q2: 16,850 shares 16,850 $2.24M 0.6% -12 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,977 shares; 2026Q1: 26,043 shares; 2026Q2: 26,249 shares 26,249 $2.22M 0.6% +206 Timeline AGG 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: not reported; 2025Q1: not loaded; 2025Q2: 6,565 shares; 2025Q3: 7,063 shares; 2025Q4: 7,335 shares; 2026Q1: 14,819 shares; 2026Q2: 20,260 shares 20,260 $1.98M 0.53% +5,441 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: not loaded; 2024Q4: 59,093 shares; 2025Q1: not loaded; 2025Q2: 21,416 shares; 2025Q3: 24,113 shares; 2025Q4: 35,315 shares; 2026Q1: 42,524 shares; 2026Q2: 50,397 shares 50,397 $1.89M 0.51% +7,873 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: not loaded; 2024Q4: 17,335 shares; 2025Q1: not loaded; 2025Q2: 19,189 shares; 2025Q3: 17,425 shares; 2025Q4: 24,762 shares; 2026Q1: 40,580 shares; 2026Q2: 44,213 shares 44,213 $1.71M 0.46% +3,633 Timeline IJR 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: not reported; 2025Q1: not loaded; 2025Q2: 5,271 shares; 2025Q3: 5,621 shares; 2025Q4: 5,134 shares; 2026Q1: 12,654 shares; 2026Q2: 11,660 shares 11,660 $1.71M 0.46% -994 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 22,272 shares; 2025Q3: 21,752 shares; 2025Q4: 21,413 shares; 2026Q1: 23,090 shares; 2026Q2: 17,978 shares 17,978 $1.71M 0.46% -5,112 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: not reported; 2025Q1: not loaded; 2025Q2: 8,441 shares; 2025Q3: 8,441 shares; 2025Q4: 8,549 shares; 2026Q1: 23,023 shares; 2026Q2: 21,639 shares 21,639 $1.64M 0.44% -1,384 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,419 shares; 2026Q1: 7,120 shares; 2026Q2: 7,120 shares 7,120 $1.56M 0.42% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,427 shares; 2025Q1: not loaded; 2025Q2: 7,830 shares; 2025Q3: 7,826 shares; 2025Q4: 7,170 shares; 2026Q1: 8,008 shares; 2026Q2: 6,723 shares 6,723 $1.43M 0.39% -1,285 Timeline AVNM 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 14,207 shares; 2025Q3: 14,207 shares; 2025Q4: 12,436 shares; 2026Q1: 16,618 shares; 2026Q2: 16,498 shares 16,498 $1.35M 0.36% -120 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 4,746 shares; 2025Q4: 6,342 shares; 2026Q1: 11,711 shares; 2026Q2: 26,138 shares 26,138 $1.24M 0.33% +14,427 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,944 shares; 2025Q3: 3,174 shares; 2025Q4: 3,309 shares; 2026Q1: 3,372 shares; 2026Q2: 3,372 shares 3,372 $1.16M 0.31% 0 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: 1,113 shares; 2025Q1: not loaded; 2025Q2: 890 shares; 2025Q3: 798 shares; 2025Q4: 859 shares; 2026Q1: 1,773 shares; 2026Q2: 1,500 shares 1,500 $1.12M 0.3% -273 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,987 shares; 2025Q3: 6,987 shares; 2025Q4: 6,987 shares; 2026Q1: 8,047 shares; 2026Q2: 8,128 shares 8,128 $1.04M 0.28% +81 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,715 shares; 2025Q3: 1,677 shares; 2025Q4: 1,651 shares; 2026Q1: 1,674 shares; 2026Q2: 1,556 shares 1,556 $1.03M 0.28% -118 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 6,487 shares; 2025Q4: 13,179 shares; 2026Q1: 24,984 shares; 2026Q2: 26,524 shares 26,524 $1.02M 0.27% +1,540 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,050 shares; 2025Q3: 3,918 shares; 2025Q4: 3,803 shares; 2026Q1: 3,946 shares; 2026Q2: 3,965 shares 3,965 $1.02M 0.27% +19 Timeline STIP 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: not reported; 2025Q1: not loaded; 2025Q2: 10,988 shares; 2025Q3: 10,288 shares; 2025Q4: 9,913 shares; 2026Q1: 10,442 shares; 2026Q2: 9,987 shares 9,987 $1.01M 0.27% -455 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,113 shares; 2026Q1: 21,016 shares; 2026Q2: 23,993 shares 23,993 $997K 0.27% +2,977 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,055 shares; 2026Q2: 13,374 shares 13,374 $976K 0.26% +319 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,419 shares; 2025Q3: 1,438 shares; 2025Q4: 1,488 shares; 2026Q1: 1,559 shares; 2026Q2: 1,482 shares 1,482 $954K 0.26% -77 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: not reported; 2025Q1: not loaded; 2025Q2: 2,178 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 1,950 shares; 2026Q2: 7,800 shares 7,800 $946K 0.25% +5,850 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 8,978 shares; 2025Q3: 8,648 shares; 2025Q4: 8,328 shares; 2026Q1: 8,303 shares; 2026Q2: 8,078 shares 8,078 $941K 0.25% -225 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,190 shares; 2026Q1: 2,721 shares; 2026Q2: 2,721 shares 2,721 $937K 0.25% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 26,320 shares; 2025Q3: 25,300 shares; 2025Q4: 24,320 shares; 2026Q1: 24,250 shares; 2026Q2: 23,850 shares 23,850 $928K 0.25% -400 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 loaded; 2024Q4: 1,866 shares; 2025Q1: not loaded; 2025Q2: 2,531 shares; 2025Q3: 2,607 shares; 2025Q4: 2,592 shares; 2026Q1: 2,835 shares; 2026Q2: 2,661 shares 2,661 $924K 0.25% -174 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: not reported; 2025Q1: not loaded; 2025Q2: 2,960 shares; 2025Q3: 3,200 shares; 2025Q4: 3,637 shares; 2026Q1: 4,130 shares; 2026Q2: 3,717 shares 3,717 $920K 0.25% -413 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 17,149 shares; 2025Q3: 17,149 shares; 2025Q4: 17,468 shares; 2026Q1: 17,468 shares; 2026Q2: 17,625 shares 17,625 $898K 0.24% +157 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 48,315 shares; 2025Q3: 46,865 shares; 2025Q4: 44,680 shares; 2026Q1: 44,520 shares; 2026Q2: 43,290 shares 43,290 $879K 0.24% -1,230 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,215 shares; 2025Q3: 3,999 shares; 2025Q4: 3,998 shares; 2026Q1: 3,998 shares; 2026Q2: 3,808 shares 3,808 $864K 0.23% -190 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,822 shares; 2026Q2: 9,822 shares 9,822 $846K 0.23% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,159 shares; 2026Q2: 9,446 shares 9,446 $845K 0.23% -2,713 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 7,668 shares; 2025Q3: 7,060 shares; 2025Q4: 6,718 shares; 2026Q1: 6,634 shares; 2026Q2: 6,516 shares 6,516 $828K 0.22% -118 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 44,280 shares; 2025Q3: 43,160 shares; 2025Q4: 42,725 shares; 2026Q1: 42,585 shares; 2026Q2: 41,335 shares 41,335 $810K 0.22% -1,250 Timeline IAGG 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,464 shares; 2026Q2: 16,204 shares 16,204 $807K 0.22% -260 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 48,379 shares; 2025Q3: 45,579 shares; 2025Q4: 42,954 shares; 2026Q1: 41,854 shares; 2026Q2: 40,479 shares 40,479 $790K 0.21% -1,375 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,297 shares; 2025Q3: 2,308 shares; 2025Q4: 2,297 shares; 2026Q1: 2,355 shares; 2026Q2: 2,350 shares 2,350 $779K 0.21% -5 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 777 shares; 2025Q3: 755 shares; 2025Q4: 778 shares; 2026Q1: 780 shares; 2026Q2: 745 shares 745 $773K 0.21% -35 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,265 shares; 2026Q2: 11,226 shares 11,226 $761K 0.2% -39 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 178 shares; 2025Q3: 170 shares; 2025Q4: 169 shares; 2026Q1: 4,231 shares; 2026Q2: 4,200 shares 4,200 $753K 0.2% -31 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,639 shares; 2026Q2: 3,270 shares 3,270 $713K 0.19% -1,369 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,393 shares; 2025Q3: 1,348 shares; 2025Q4: 1,347 shares; 2026Q1: 1,346 shares; 2026Q2: 1,336 shares 1,336 $706K 0.19% -10 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: not reported; 2025Q1: not loaded; 2025Q2: 1,540 shares; 2025Q3: 1,530 shares; 2025Q4: 1,475 shares; 2026Q1: 2,168 shares; 2026Q2: 1,873 shares 1,873 $702K 0.19% -295 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,752 shares; 2025Q3: 2,576 shares; 2025Q4: 2,565 shares; 2026Q1: 2,566 shares; 2026Q2: 2,441 shares 2,441 $682K 0.18% -125 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,831 shares; 2025Q3: 5,575 shares; 2025Q4: 5,447 shares; 2026Q1: 5,513 shares; 2026Q2: 5,400 shares 5,400 $682K 0.18% -113 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: not reported; 2025Q1: not loaded; 2025Q2: 2,800 shares; 2025Q3: 3,447 shares; 2025Q4: 3,246 shares; 2026Q1: 3,610 shares; 2026Q2: 3,543 shares 3,543 $677K 0.18% -67 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,942 shares; 2025Q3: 1,925 shares; 2025Q4: 1,950 shares; 2026Q1: 2,008 shares; 2026Q2: 1,878 shares 1,878 $666K 0.18% -130 Timeline VBR 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,242 shares; 2026Q1: 2,674 shares; 2026Q2: 2,674 shares 2,674 $651K 0.18% 0 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 loaded; 2024Q4: 10,025 shares; 2025Q1: not loaded; 2025Q2: 9,644 shares; 2025Q3: 10,172 shares; 2025Q4: 10,586 shares; 2026Q1: 15,092 shares; 2026Q2: 15,732 shares 15,732 $633K 0.17% +640 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: 12,521 shares; 2025Q1: not loaded; 2025Q2: 12,730 shares; 2025Q3: 10,614 shares; 2025Q4: 12,516 shares; 2026Q1: 12,516 shares; 2026Q2: 11,782 shares 11,782 $610K 0.16% -734 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,739 shares; 2025Q3: 4,630 shares; 2025Q4: 4,339 shares; 2026Q1: 4,358 shares; 2026Q2: 4,405 shares 4,405 $610K 0.16% +47 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,049 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,058 shares; 2026Q2: 1,145 shares 1,145 $581K 0.16% +87 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,683 shares; 2025Q1: not loaded; 2025Q2: 3,010 shares; 2025Q3: 3,094 shares; 2025Q4: 2,641 shares; 2026Q1: 2,765 shares; 2026Q2: 2,984 shares 2,984 $578K 0.16% +219 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,230 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares; 2026Q1: 1,191 shares; 2026Q2: 1,062 shares 1,062 $572K 0.15% -129 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 812 shares; 2025Q3: 795 shares; 2025Q4: 770 shares; 2026Q1: 770 shares; 2026Q2: 770 shares 770 $546K 0.15% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,089 shares; 2025Q3: 2,934 shares; 2025Q4: 2,914 shares; 2026Q1: 2,980 shares; 2026Q2: 2,814 shares 2,814 $544K 0.15% -166 Timeline IYW 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: not reported; 2025Q1: not loaded; 2025Q2: 2,420 shares; 2025Q3: 2,345 shares; 2025Q4: 2,295 shares; 2026Q1: 2,662 shares; 2026Q2: 2,222 shares 2,222 $543K 0.15% -440 Timeline VXF 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,225 shares; 2026Q1: 2,225 shares; 2026Q2: 2,225 shares 2,225 $533K 0.14% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,732 shares; 2026Q2: 5,574 shares 5,574 $526K 0.14% -158 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,286 shares; 2025Q3: 3,751 shares; 2025Q4: 3,872 shares; 2026Q1: 3,970 shares; 2026Q2: 4,459 shares 4,459 $500K 0.13% +489 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 19,455 shares; 2025Q3: 18,585 shares; 2025Q4: 18,005 shares; 2026Q1: 17,870 shares; 2026Q2: 16,770 shares 16,770 $486K 0.13% -1,100 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,301 shares; 2025Q1: not loaded; 2025Q2: 6,330 shares; 2025Q3: 6,666 shares; 2025Q4: 6,438 shares; 2026Q1: 5,724 shares; 2026Q2: 5,705 shares 5,705 $468K 0.13% -19 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: not loaded; 2025Q2: not reported; 2025Q3: 2,182 shares; 2025Q4: 1,949 shares; 2026Q1: 2,115 shares; 2026Q2: 2,987 shares 2,987 $453K 0.12% +872 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,986 shares; 2026Q2: 5,696 shares 5,696 $452K 0.12% -1,290 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,305 shares; 2025Q3: 1,217 shares; 2025Q4: 2,390 shares; 2026Q1: 2,350 shares; 2026Q2: 2,470 shares 2,470 $447K 0.12% +120 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,923 shares 1,923 $442K 0.12% new 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,859 shares; 2026Q2: 5,492 shares 5,492 $434K 0.12% +1,633 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: not loaded; 2024Q4: 3,201 shares; 2025Q1: not loaded; 2025Q2: 3,236 shares; 2025Q3: 3,410 shares; 2025Q4: 3,525 shares; 2026Q1: 3,946 shares; 2026Q2: 3,924 shares 3,924 $433K 0.12% -22 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: 525 shares; 2025Q1: not loaded; 2025Q2: 525 shares; 2025Q3: 570 shares; 2025Q4: 844 shares; 2026Q1: 864 shares; 2026Q2: 878 shares 878 $430K 0.12% +14 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,408 shares; 2025Q3: 1,357 shares; 2025Q4: 1,357 shares; 2026Q1: 1,333 shares; 2026Q2: 1,261 shares 1,261 $397K 0.11% -72 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,941 shares 1,941 $388K 0.1% new Timeline IVW 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,585 shares; 2026Q2: 2,767 shares 2,767 $377K 0.1% -1,818 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,563 shares; 2025Q3: 5,153 shares; 2025Q4: 4,720 shares; 2026Q1: 4,685 shares; 2026Q2: 4,741 shares 4,741 $359K 0.1% +56 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,097 shares 7,097 $348K 0.09% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,803 shares; 2025Q3: 4,733 shares; 2025Q4: 4,718 shares; 2026Q1: 4,523 shares; 2026Q2: 3,600 shares 3,600 $346K 0.09% -923 Timeline EFG 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,307 shares; 2026Q2: 2,830 shares 2,830 $342K 0.09% +523 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,499 shares; 2025Q3: 3,539 shares; 2025Q4: 2,294 shares; 2026Q1: 2,298 shares; 2026Q2: 2,536 shares 2,536 $342K 0.09% +238 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,837 shares; 2025Q3: 3,945 shares; 2025Q4: 3,920 shares; 2026Q1: 3,918 shares; 2026Q2: 3,372 shares 3,372 $336K 0.09% -546 Timeline IVE 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,301 shares; 2026Q2: 1,390 shares 1,390 $320K 0.09% +89 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,566 shares; 2025Q3: 3,566 shares; 2025Q4: 3,566 shares; 2026Q1: 3,595 shares; 2026Q2: 3,405 shares 3,405 $318K 0.09% -190 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: not reported; 2025Q1: not loaded; 2025Q2: 3,325 shares; 2025Q3: 3,441 shares; 2025Q4: 2,715 shares; 2026Q1: 2,762 shares; 2026Q2: 2,673 shares 2,673 $314K 0.08% -89 Timeline TLH 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: not reported; 2025Q1: not loaded; 2025Q2: 2,827 shares; 2025Q3: 2,827 shares; 2025Q4: 2,827 shares; 2026Q1: 3,543 shares; 2026Q2: 3,210 shares 3,210 $314K 0.08% -333 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,128 shares; 2025Q1: not loaded; 2025Q2: 20,128 shares; 2025Q3: 20,128 shares; 2025Q4: 20,162 shares; 2026Q1: 20,162 shares; 2026Q2: 20,162 shares 20,162 $308K 0.08% 0 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,041 shares; 2026Q2: 1,225 shares 1,225 $307K 0.08% +184 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,396 shares; 2026Q2: 7,239 shares 7,239 $299K 0.08% +843 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: 5,778 shares; 2025Q1: not loaded; 2025Q2: 6,637 shares; 2025Q3: 5,336 shares; 2025Q4: 5,340 shares; 2026Q1: 5,344 shares; 2026Q2: 3,601 shares 3,601 $295K 0.08% -1,743 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 751 shares; 2026Q1: 754 shares; 2026Q2: 884 shares 884 $293K 0.08% +130 Timeline TFI 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: not loaded; 2025Q2: 6,327 shares; 2025Q3: 6,327 shares; 2025Q4: 6,327 shares; 2026Q1: 6,327 shares; 2026Q2: 6,327 shares 6,327 $286K 0.08% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,327 shares; 2025Q1: not loaded; 2025Q2: 4,327 shares; 2025Q3: 4,327 shares; 2025Q4: 4,327 shares; 2026Q1: 4,327 shares; 2026Q2: 3,791 shares 3,791 $285K 0.08% -536 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,729 shares; 2025Q3: 2,969 shares; 2025Q4: 2,794 shares; 2026Q1: 3,011 shares; 2026Q2: 2,990 shares 2,990 $285K 0.08% -21 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,386 shares; 2025Q1: not loaded; 2025Q2: 3,255 shares; 2025Q3: 2,873 shares; 2025Q4: 2,817 shares; 2026Q1: 2,945 shares; 2026Q2: 3,027 shares 3,027 $284K 0.08% +82 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,534 shares; 2026Q2: 3,534 shares 3,534 $272K 0.07% 0 Timeline SPYG 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: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,268 shares 2,268 $268K 0.07% new Timeline IEFA 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 2,370 shares; 2025Q4: 2,370 shares; 2026Q1: 3,058 shares; 2026Q2: 2,743 shares 2,743 $266K 0.07% -315 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 725 shares; 2026Q2: 703 shares 703 $260K 0.07% -22 Timeline EEM 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,905 shares; 2026Q2: 3,905 shares 3,905 $255K 0.07% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 10,000 shares; 2025Q3: 10,150 shares; 2025Q4: 14,750 shares; 2026Q1: 14,750 shares; 2026Q2: 13,650 shares 13,650 $252K 0.07% -1,100 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,250 shares; 2026Q2: 3,548 shares 3,548 $250K 0.07% +298 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: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,238 shares; 2026Q2: 1,230 shares 1,230 $231K 0.06% -8 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: 3,702 shares; 2025Q1: not loaded; 2025Q2: 4,415 shares; 2025Q3: 1,759 shares; 2025Q4: not reported; 2026Q1: 1,706 shares; 2026Q2: 1,836 shares 1,836 $231K 0.06% +130 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 loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,630 shares; 2025Q3: 2,570 shares; 2025Q4: 2,468 shares; 2026Q1: 2,433 shares; 2026Q2: 2,433 shares 2,433 $231K 0.06% 0 Timeline IUSB 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,188 shares; 2026Q2: 5,039 shares 5,039 $230K 0.06% -1,149 Timeline MUB 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,161 shares; 2026Q2: 2,161 shares 2,161 $229K 0.06% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 751 shares; 2026Q2: 751 shares 751 $223K 0.06% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 733 shares; 2026Q2: 574 shares 574 $222K 0.06% -159 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,671 shares; 2026Q2: 8,129 shares 8,129 $221K 0.06% +458 Timeline SPHQ 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,517 shares; 2026Q2: 2,517 shares 2,517 $216K 0.06% 0 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,237 shares; 2026Q2: 4,237 shares 4,237 $213K 0.06% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,290 shares 1,290 $212K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 843 shares 843 $209K 0.06% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 759 shares; 2026Q2: 744 shares 744 $206K 0.06% -15 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: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,297 shares; 2025Q3: 3,097 shares; 2025Q4: 3,097 shares; 2026Q1: 3,097 shares; 2026Q2: 3,097 shares 3,097 $205K 0.06% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,363 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,355 shares 1,355 $201K 0.05% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,957 shares; 2026Q2: 2,477 shares 2,477 $200K 0.05% -480 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $34.6K 0.01% 0 Timeline