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: 170,364 shares; 2024Q4: 169,492 shares; 2025Q1: 170,098 shares; 2025Q2: 170,180 shares; 2025Q3: 169,624 shares; 2025Q4: 169,661 shares; 2026Q1: 171,549 shares; 2026Q2: 169,100 shares 169,100 $13.9M 6.71% -2,449 Timeline SPYM 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: 137,285 shares; 2024Q4: 135,757 shares; 2025Q1: 128,307 shares; 2025Q2: 101,332 shares; 2025Q3: 97,256 shares; 2025Q4: 94,580 shares; 2026Q1: 108,827 shares; 2026Q2: 139,693 shares 139,693 $12.3M 5.94% +30,866 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: 236,761 shares; 2024Q4: 232,785 shares; 2025Q1: 231,555 shares; 2025Q2: 234,158 shares; 2025Q3: 233,957 shares; 2025Q4: 234,472 shares; 2026Q1: 236,217 shares; 2026Q2: 237,209 shares 237,209 $10.5M 5.1% +992 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: 166,701 shares; 2024Q4: 256,663 shares; 2025Q1: 255,600 shares; 2025Q2: 263,777 shares; 2025Q3: 265,128 shares; 2025Q4: 228,265 shares; 2026Q1: 229,332 shares; 2026Q2: 235,084 shares 235,084 $9.7M 4.7% +5,752 Timeline BRK-A 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: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $7.49M 3.63% 0 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: 189,439 shares; 2024Q4: 190,724 shares; 2025Q1: 189,793 shares; 2025Q2: 180,979 shares; 2025Q3: 179,316 shares; 2025Q4: 186,347 shares; 2026Q1: 174,096 shares; 2026Q2: 175,236 shares 175,236 $7.4M 3.58% +1,140 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: 42,911 shares; 2024Q4: 42,911 shares; 2025Q1: 43,152 shares; 2025Q2: 43,045 shares; 2025Q3: 43,121 shares; 2025Q4: 43,071 shares; 2026Q1: 42,769 shares; 2026Q2: 41,605 shares 41,605 $6.83M 3.31% -1,164 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: 152,524 shares; 2024Q4: 178,136 shares; 2025Q1: 178,229 shares; 2025Q2: 181,273 shares; 2025Q3: 155,709 shares; 2025Q4: 155,078 shares; 2026Q1: 157,696 shares; 2026Q2: 155,425 shares 155,425 $6.25M 3.03% -2,271 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: 34,710 shares; 2024Q4: 35,251 shares; 2025Q1: 18,640 shares; 2025Q2: 17,811 shares; 2025Q3: 18,168 shares; 2025Q4: 19,193 shares; 2026Q1: 20,893 shares; 2026Q2: 20,815 shares 20,815 $6.02M 2.92% -78 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: 9,199 shares; 2024Q4: 9,122 shares; 2025Q1: 9,764 shares; 2025Q2: 9,785 shares; 2025Q3: 9,741 shares; 2025Q4: 9,754 shares; 2026Q1: 9,802 shares; 2026Q2: 59,119 shares 59,119 $5.09M 2.47% +49,317 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: 14,598 shares; 2024Q4: 16,028 shares; 2025Q1: 16,819 shares; 2025Q2: 18,884 shares; 2025Q3: 19,823 shares; 2025Q4: 20,902 shares; 2026Q1: 21,964 shares; 2026Q2: 22,543 shares 22,543 $4.51M 2.18% +579 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: 24,499 shares; 2024Q4: 24,058 shares; 2025Q1: 24,641 shares; 2025Q2: 20,975 shares; 2025Q3: 20,225 shares; 2025Q4: 19,420 shares; 2026Q1: 21,798 shares; 2026Q2: 23,143 shares 23,143 $3.18M 1.54% +1,345 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,122 shares; 2024Q4: 29,122 shares; 2025Q1: 29,122 shares; 2025Q2: 29,010 shares; 2025Q3: 29,221 shares; 2025Q4: 56,924 shares; 2026Q1: 57,255 shares; 2026Q2: 57,635 shares 57,635 $3.06M 1.48% +380 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: 7,454 shares; 2024Q4: 7,822 shares; 2025Q1: 6,669 shares; 2025Q2: 7,146 shares; 2025Q3: 7,265 shares; 2025Q4: 7,699 shares; 2026Q1: 7,925 shares; 2026Q2: 8,158 shares 8,158 $3.04M 1.47% +233 Timeline IETC 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: 25,081 shares; 2024Q4: 25,181 shares; 2025Q1: 27,375 shares; 2025Q2: 27,491 shares; 2025Q3: 27,518 shares; 2025Q4: 27,843 shares; 2026Q1: 27,866 shares; 2026Q2: 28,324 shares 28,324 $3.04M 1.47% +458 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: 40,569 shares; 2024Q4: 39,863 shares; 2025Q1: 40,884 shares; 2025Q2: 42,204 shares; 2025Q3: 49,328 shares; 2025Q4: 47,304 shares; 2026Q1: 44,620 shares; 2026Q2: 44,451 shares 44,451 $3.02M 1.46% -169 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: 30,908 shares; 2024Q4: 31,550 shares; 2025Q1: 31,941 shares; 2025Q2: 31,666 shares; 2025Q3: 31,629 shares; 2025Q4: 32,714 shares; 2026Q1: 32,513 shares; 2026Q2: 33,162 shares 33,162 $2.73M 1.32% +649 Timeline BBUS 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: 17,563 shares; 2024Q4: 18,892 shares; 2025Q1: 19,988 shares; 2025Q2: 20,192 shares; 2025Q3: 19,783 shares; 2025Q4: 19,921 shares; 2026Q1: 19,886 shares; 2026Q2: 20,001 shares 20,001 $2.69M 1.3% +115 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: 6,017 shares; 2024Q4: 6,225 shares; 2025Q1: 8,852 shares; 2025Q2: 9,480 shares; 2025Q3: 9,952 shares; 2025Q4: 12,810 shares; 2026Q1: 13,403 shares; 2026Q2: 11,843 shares 11,843 $2.69M 1.3% -1,560 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: 7,366 shares; 2024Q4: 8,190 shares; 2025Q1: 7,548 shares; 2025Q2: 9,318 shares; 2025Q3: 10,045 shares; 2025Q4: 10,417 shares; 2026Q1: 10,733 shares; 2026Q2: 10,840 shares 10,840 $2.58M 1.25% +107 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: 14,831 shares; 2024Q4: 15,047 shares; 2025Q1: 6,550 shares; 2025Q2: 7,064 shares; 2025Q3: 7,095 shares; 2025Q4: 7,214 shares; 2026Q1: 7,237 shares; 2026Q2: 7,261 shares 7,261 $2.38M 1.15% +24 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: 65,572 shares; 2024Q4: 52,835 shares; 2025Q1: 49,840 shares; 2025Q2: 39,327 shares; 2025Q3: 31,944 shares; 2025Q4: 31,669 shares; 2026Q1: 33,688 shares; 2026Q2: 49,293 shares 49,293 $2.27M 1.1% +15,605 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: 2,768 shares; 2024Q4: 2,853 shares; 2025Q1: 2,912 shares; 2025Q2: 2,932 shares; 2025Q3: 2,921 shares; 2025Q4: 2,921 shares; 2026Q1: 2,989 shares; 2026Q2: 2,989 shares 2,989 $2.23M 1.08% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,623 shares; 2026Q2: 27,092 shares 27,092 $2.06M 1% +6,469 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: 5,569 shares; 2024Q4: 6,109 shares; 2025Q1: 4,400 shares; 2025Q2: 5,247 shares; 2025Q3: 5,330 shares; 2025Q4: 5,461 shares; 2026Q1: 5,529 shares; 2026Q2: 5,602 shares 5,602 $2M 0.97% +73 Timeline CORO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,203 shares; 2026Q2: 52,784 shares 52,784 $1.93M 0.94% +3,581 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: 40,126 shares; 2024Q4: 39,758 shares; 2025Q1: 40,167 shares; 2025Q2: 38,544 shares; 2025Q3: 38,822 shares; 2025Q4: 41,270 shares; 2026Q1: 37,717 shares; 2026Q2: 38,194 shares 38,194 $1.82M 0.88% +477 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,972 shares; 2024Q4: 2,348 shares; 2025Q1: 2,867 shares; 2025Q2: 3,487 shares; 2025Q3: 3,495 shares; 2025Q4: 3,642 shares; 2026Q1: 3,762 shares; 2026Q2: 4,016 shares 4,016 $1.69M 0.82% +254 Timeline SCHZ 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: 43,865 shares; 2024Q4: 88,065 shares; 2025Q1: 85,850 shares; 2025Q2: 73,638 shares; 2025Q3: 73,039 shares; 2025Q4: 68,078 shares; 2026Q1: 71,413 shares; 2026Q2: 72,046 shares 72,046 $1.67M 0.81% +633 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,323 shares; 2026Q1: 1,361 shares; 2026Q2: 1,402 shares 1,402 $1.62M 0.78% +41 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: 2,968 shares; 2024Q4: 2,873 shares; 2025Q1: 3,070 shares; 2025Q2: 3,845 shares; 2025Q3: 3,986 shares; 2025Q4: 4,170 shares; 2026Q1: 4,210 shares; 2026Q2: 4,263 shares 4,263 $1.61M 0.78% +53 Timeline BAI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,468 shares; 2025Q3: 30,361 shares; 2025Q4: 32,613 shares; 2026Q1: 36,314 shares; 2026Q2: 30,009 shares 30,009 $1.58M 0.77% -6,305 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: 11,246 shares; 2024Q4: 39,241 shares; 2025Q1: 39,241 shares; 2025Q2: 38,372 shares; 2025Q3: 38,902 shares; 2025Q4: 38,902 shares; 2026Q1: 38,902 shares; 2026Q2: 39,933 shares 39,933 $1.49M 0.72% +1,031 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: 16,737 shares; 2024Q4: 16,885 shares; 2025Q1: 10,611 shares; 2025Q2: 10,532 shares; 2025Q3: 10,693 shares; 2025Q4: 10,831 shares; 2026Q1: 10,698 shares; 2026Q2: 10,725 shares 10,725 $1.47M 0.71% +27 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,806 shares; 2024Q4: 31,911 shares; 2025Q1: 31,902 shares; 2025Q2: 36,049 shares; 2025Q3: 36,912 shares; 2025Q4: 37,919 shares; 2026Q1: 38,553 shares; 2026Q2: 40,642 shares 40,642 $1.39M 0.67% +2,089 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: 15,416 shares; 2024Q4: 15,394 shares; 2025Q1: 15,336 shares; 2025Q2: 16,334 shares; 2025Q3: 16,324 shares; 2025Q4: 16,324 shares; 2026Q1: 15,324 shares; 2026Q2: 15,099 shares 15,099 $1.37M 0.66% -225 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: 3,365 shares; 2024Q4: 3,780 shares; 2025Q1: 3,184 shares; 2025Q2: 3,530 shares; 2025Q3: 3,626 shares; 2025Q4: 3,815 shares; 2026Q1: 3,782 shares; 2026Q2: 3,850 shares 3,850 $1.36M 0.66% +68 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,995 shares; 2024Q4: 115,978 shares; 2025Q1: 115,978 shares; 2025Q2: 119,647 shares; 2025Q3: 67,789 shares; 2025Q4: 68,595 shares; 2026Q1: 69,368 shares; 2026Q2: 70,179 shares 70,179 $1.35M 0.66% +811 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: 9,818 shares; 2024Q4: 23,024 shares; 2025Q1: 23,108 shares; 2025Q2: 27,044 shares; 2025Q3: 29,021 shares; 2025Q4: 32,235 shares; 2026Q1: 42,826 shares; 2026Q2: 46,210 shares 46,210 $1.34M 0.65% +3,384 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: 1,742 shares; 2024Q4: 1,864 shares; 2025Q1: 2,303 shares; 2025Q2: 2,510 shares; 2025Q3: 2,531 shares; 2025Q4: 2,578 shares; 2026Q1: 2,675 shares; 2026Q2: 2,657 shares 2,657 $1.33M 0.64% -18 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: 16,611 shares; 2024Q4: 16,611 shares; 2025Q1: 18,350 shares; 2025Q2: 27,109 shares; 2025Q3: 24,943 shares; 2025Q4: 24,738 shares; 2026Q1: 24,045 shares; 2026Q2: 24,173 shares 24,173 $1.31M 0.63% +128 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,985 shares; 2025Q1: 5,906 shares; 2025Q2: 6,015 shares; 2025Q3: 5,822 shares; 2025Q4: 8,786 shares; 2026Q1: 10,085 shares; 2026Q2: 7,996 shares 7,996 $1.29M 0.63% -2,089 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: 1,933 shares; 2024Q4: 2,038 shares; 2025Q1: 1,753 shares; 2025Q2: 2,037 shares; 2025Q3: 2,119 shares; 2025Q4: 2,157 shares; 2026Q1: 2,278 shares; 2026Q2: 2,271 shares 2,271 $1.28M 0.62% -7 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: 5,311 shares; 2024Q4: 5,311 shares; 2025Q1: 5,311 shares; 2025Q2: 5,311 shares; 2025Q3: 5,311 shares; 2025Q4: 5,311 shares; 2026Q1: 5,311 shares; 2026Q2: 5,311 shares 5,311 $1.26M 0.61% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,027 shares; 2024Q4: 3,027 shares; 2025Q1: 3,395 shares; 2025Q2: 3,230 shares; 2025Q3: 3,231 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares; 2026Q2: 3,281 shares 3,281 $1.2M 0.58% +77 Timeline BLV 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: 13,915 shares; 2024Q4: 17,218 shares; 2025Q1: 17,247 shares; 2025Q2: 17,385 shares; 2025Q3: 17,578 shares; 2025Q4: 18,001 shares; 2026Q1: 18,151 shares; 2026Q2: 17,278 shares 17,278 $1.19M 0.58% -873 Timeline JGRO 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: 9,632 shares; 2024Q4: 10,115 shares; 2025Q1: 11,072 shares; 2025Q2: 11,074 shares; 2025Q3: 10,745 shares; 2025Q4: 10,808 shares; 2026Q1: 11,307 shares; 2026Q2: 11,286 shares 11,286 $1.11M 0.54% -21 Timeline BLCR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,542 shares; 2026Q2: 21,468 shares 21,468 $1.08M 0.52% +2,926 Timeline JAVA 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: 11,765 shares; 2024Q4: 13,028 shares; 2025Q1: 13,172 shares; 2025Q2: 12,635 shares; 2025Q3: 13,286 shares; 2025Q4: 13,335 shares; 2026Q1: 12,872 shares; 2026Q2: 12,941 shares 12,941 $1.03M 0.5% +69 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: 3,948 shares; 2024Q4: 3,951 shares; 2025Q1: 4,965 shares; 2025Q2: 4,965 shares; 2025Q3: 4,968 shares; 2025Q4: 4,973 shares; 2026Q1: 4,976 shares; 2026Q2: 4,479 shares 4,479 $976K 0.47% -497 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: 7,438 shares; 2024Q4: 7,649 shares; 2025Q1: 7,172 shares; 2025Q2: 7,418 shares; 2025Q3: 7,583 shares; 2025Q4: 7,750 shares; 2026Q1: 7,824 shares; 2026Q2: 7,904 shares 7,904 $928K 0.45% +80 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,803 shares; 2024Q4: 11,674 shares; 2025Q1: 9,679 shares; 2025Q2: 9,166 shares; 2025Q3: 9,116 shares; 2025Q4: 8,975 shares; 2026Q1: 9,465 shares; 2026Q2: 9,602 shares 9,602 $908K 0.44% +137 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,401 shares; 2026Q2: 39,833 shares 39,833 $907K 0.44% +4,432 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: 9,273 shares; 2024Q4: 12,758 shares; 2025Q1: 9,322 shares; 2025Q2: 9,153 shares; 2025Q3: 9,144 shares; 2025Q4: 9,284 shares; 2026Q1: 9,206 shares; 2026Q2: 9,327 shares 9,327 $901K 0.44% +121 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,013 shares; 2024Q4: 6,016 shares; 2025Q1: 5,771 shares; 2025Q2: 5,764 shares; 2025Q3: 5,759 shares; 2025Q4: 5,497 shares; 2026Q1: 5,494 shares; 2026Q2: 5,477 shares 5,477 $896K 0.43% -17 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,268 shares; 2025Q4: 1,526 shares; 2026Q1: 1,462 shares; 2026Q2: 1,520 shares 1,520 $883K 0.43% +58 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,370 shares; 2024Q4: 14,899 shares; 2025Q1: 12,784 shares; 2025Q2: 12,195 shares; 2025Q3: 11,995 shares; 2025Q4: 11,897 shares; 2026Q1: 11,525 shares; 2026Q2: 11,525 shares 11,525 $881K 0.43% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,624 shares; 2025Q4: 10,904 shares; 2026Q1: 13,575 shares; 2026Q2: 9,098 shares 9,098 $878K 0.43% -4,477 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,487 shares; 2025Q4: 7,894 shares; 2026Q1: 12,452 shares; 2026Q2: 14,660 shares 14,660 $875K 0.42% +2,208 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: 14,469 shares; 2024Q4: 14,730 shares; 2025Q1: 16,789 shares; 2025Q2: 17,457 shares; 2025Q3: 15,209 shares; 2025Q4: 9,207 shares; 2026Q1: 9,644 shares; 2026Q2: 3,937 shares 3,937 $864K 0.42% -5,707 Timeline THRO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,994 shares; 2025Q3: 27,682 shares; 2025Q4: 26,592 shares; 2026Q1: 30,467 shares; 2026Q2: 19,780 shares 19,780 $853K 0.41% -10,687 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: 4,966 shares; 2024Q4: 4,924 shares; 2025Q1: 3,289 shares; 2025Q2: 3,098 shares; 2025Q3: 3,232 shares; 2025Q4: 3,330 shares; 2026Q1: 3,286 shares; 2026Q2: 3,284 shares 3,284 $834K 0.4% -2 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,273 shares; 2024Q4: 2,253 shares; 2025Q1: 515 shares; 2025Q2: 507 shares; 2025Q3: 483 shares; 2025Q4: 560 shares; 2026Q1: 666 shares; 2026Q2: 688 shares 688 $825K 0.4% +22 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,268 shares; 2024Q4: 8,537 shares; 2025Q1: 8,677 shares; 2025Q2: 8,860 shares; 2025Q3: 8,918 shares; 2025Q4: 9,014 shares; 2026Q1: 8,818 shares; 2026Q2: 8,808 shares 8,808 $813K 0.39% -10 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,556 shares; 2025Q2: 26,173 shares; 2025Q3: 28,225 shares; 2025Q4: 24,465 shares; 2026Q1: 26,823 shares; 2026Q2: 17,502 shares 17,502 $798K 0.39% -9,321 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: 17,603 shares; 2024Q4: 17,530 shares; 2025Q1: not reported; 2025Q2: 5,709 shares; 2025Q3: 5,326 shares; 2025Q4: 6,054 shares; 2026Q1: 6,115 shares; 2026Q2: 6,109 shares 6,109 $785K 0.38% -6 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,414 shares; 2025Q1: 14,591 shares; 2025Q2: 19,853 shares; 2025Q3: 19,473 shares; 2025Q4: 20,359 shares; 2026Q1: 20,123 shares; 2026Q2: 18,139 shares 18,139 $776K 0.38% -1,984 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455 shares; 2024Q4: 1,470 shares; 2025Q1: 1,518 shares; 2025Q2: 1,533 shares; 2025Q3: 1,585 shares; 2025Q4: 1,631 shares; 2026Q1: 1,620 shares; 2026Q2: 1,616 shares 1,616 $772K 0.37% -4 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: 2,456 shares; 2025Q1: 1,666 shares; 2025Q2: 1,764 shares; 2025Q3: 1,793 shares; 2025Q4: 1,865 shares; 2026Q1: 1,871 shares; 2026Q2: 1,860 shares 1,860 $695K 0.34% -11 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,571 shares; 2026Q2: 4,770 shares 4,770 $666K 0.32% +199 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: 35,225 shares; 2024Q4: 38,172 shares; 2025Q1: 31,212 shares; 2025Q2: 44,248 shares; 2025Q3: 34,807 shares; 2025Q4: 30,174 shares; 2026Q1: 22,495 shares; 2026Q2: 8,473 shares 8,473 $649K 0.31% -14,022 Timeline SDY 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: 4,224 shares; 2024Q4: 4,224 shares; 2025Q1: 4,224 shares; 2025Q2: 4,217 shares; 2025Q3: 4,217 shares; 2025Q4: 4,217 shares; 2026Q1: 4,217 shares; 2026Q2: 4,217 shares 4,217 $642K 0.31% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,155 shares; 2024Q4: 17,382 shares; 2025Q1: not reported; 2025Q2: 4,928 shares; 2025Q3: 4,716 shares; 2025Q4: 4,596 shares; 2026Q1: 4,412 shares; 2026Q2: 4,213 shares 4,213 $638K 0.31% -199 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS 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: 830 shares; 2026Q1: 857 shares; 2026Q2: 863 shares 863 $624K 0.3% +6 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 644 shares; 2025Q1: not reported; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 531 shares; 2026Q1: 530 shares; 2026Q2: 530 shares 530 $623K 0.3% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,938 shares; 2025Q1: 16,938 shares; 2025Q2: 16,851 shares; 2025Q3: 17,220 shares; 2025Q4: 17,462 shares; 2026Q1: 17,462 shares; 2026Q2: 17,462 shares 17,462 $612K 0.3% 0 Timeline IALT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,754 shares 20,754 $582K 0.28% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,245 shares; 2026Q1: 1,293 shares; 2026Q2: 1,319 shares 1,319 $572K 0.28% +26 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,184 shares; 2024Q4: 9,233 shares; 2025Q1: 8,466 shares; 2025Q2: 7,539 shares; 2025Q3: 7,702 shares; 2025Q4: 6,938 shares; 2026Q1: 10,891 shares; 2026Q2: 10,493 shares 10,493 $566K 0.27% -398 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: 5,679 shares; 2024Q4: 6,049 shares; 2025Q1: 3,944 shares; 2025Q2: 5,529 shares; 2025Q3: 5,874 shares; 2025Q4: 5,545 shares; 2026Q1: 5,251 shares; 2026Q2: 5,169 shares 5,169 $556K 0.27% -82 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: 6,794 shares; 2024Q4: 6,683 shares; 2025Q1: 6,706 shares; 2025Q2: 6,062 shares; 2025Q3: 2,400 shares; 2025Q4: 2,172 shares; 2026Q1: 2,123 shares; 2026Q2: 2,116 shares 2,116 $534K 0.26% -7 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,191 shares; 2024Q4: 7,662 shares; 2025Q1: 8,471 shares; 2025Q2: 8,970 shares; 2025Q3: 9,121 shares; 2025Q4: 9,345 shares; 2026Q1: 9,301 shares; 2026Q2: 9,291 shares 9,291 $529K 0.26% -10 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,158 shares; 2024Q4: 1,181 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 489 shares; 2026Q1: 496 shares; 2026Q2: 495 shares 495 $527K 0.26% -1 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: 3,953 shares; 2024Q4: 4,912 shares; 2025Q1: 4,200 shares; 2025Q2: 4,339 shares; 2025Q3: 4,379 shares; 2025Q4: 4,517 shares; 2026Q1: 4,574 shares; 2026Q2: 4,554 shares 4,554 $516K 0.25% -20 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 reported; 2024Q4: not reported; 2025Q1: 1,494 shares; 2025Q2: 1,835 shares; 2025Q3: 2,407 shares; 2025Q4: 2,349 shares; 2026Q1: 2,684 shares; 2026Q2: 2,811 shares 2,811 $509K 0.25% +127 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 577 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 649 shares; 2026Q2: 649 shares 649 $478K 0.23% 0 Timeline GGOV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,474 shares 9,474 $476K 0.23% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 1,019 shares; 2025Q1: 1,166 shares; 2025Q2: 1,309 shares; 2025Q3: 1,312 shares; 2025Q4: 1,355 shares; 2026Q1: 1,342 shares; 2026Q2: 1,384 shares 1,384 $475K 0.23% +42 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: 707 shares; 2024Q4: 700 shares; 2025Q1: 658 shares; 2025Q2: 691 shares; 2025Q3: 687 shares; 2025Q4: 626 shares; 2026Q1: 626 shares; 2026Q2: 632 shares 632 $473K 0.23% +6 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 893 shares; 2024Q4: 939 shares; 2025Q1: 956 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,125 shares 1,125 $468K 0.23% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,908 shares; 2024Q4: 4,947 shares; 2025Q1: 1,647 shares; 2025Q2: 1,659 shares; 2025Q3: 1,508 shares; 2025Q4: 1,552 shares; 2026Q1: 1,579 shares; 2026Q2: 1,608 shares 1,608 $452K 0.22% +29 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,159 shares; 2024Q4: 30,156 shares; 2025Q1: 30,165 shares; 2025Q2: 30,611 shares; 2025Q3: 31,196 shares; 2025Q4: 31,742 shares; 2026Q1: 32,405 shares; 2026Q2: 33,160 shares 33,160 $446K 0.22% +755 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145 shares; 2026Q2: 1,417 shares 1,417 $428K 0.21% +1,272 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 186 shares 186 $423K 0.2% new 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: 8,656 shares; 2025Q1: 8,805 shares; 2025Q2: 10,454 shares; 2025Q3: 10,328 shares; 2025Q4: 10,910 shares; 2026Q1: 10,847 shares; 2026Q2: 9,695 shares 9,695 $414K 0.2% -1,152 Timeline BBMC 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: 3,269 shares; 2024Q4: 3,504 shares; 2025Q1: 3,694 shares; 2025Q2: 3,629 shares; 2025Q3: 3,605 shares; 2025Q4: 3,623 shares; 2026Q1: 3,314 shares; 2026Q2: 3,220 shares 3,220 $409K 0.2% -94 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,350 shares; 2026Q2: 5,350 shares 5,350 $407K 0.2% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,223 shares; 2025Q1: 7,482 shares; 2025Q2: 7,087 shares; 2025Q3: 7,857 shares; 2025Q4: 7,860 shares; 2026Q1: 7,844 shares; 2026Q2: 7,520 shares 7,520 $402K 0.19% -324 Timeline BBAG 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: 16,322 shares; 2024Q4: 9,275 shares; 2025Q1: 8,409 shares; 2025Q2: 8,034 shares; 2025Q3: 8,929 shares; 2025Q4: 8,934 shares; 2026Q1: 9,077 shares; 2026Q2: 8,363 shares 8,363 $384K 0.19% -714 Timeline VTWG 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $374K 0.18% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,966 shares; 2024Q4: 8,657 shares; 2025Q1: 7,987 shares; 2025Q2: 7,460 shares; 2025Q3: 8,504 shares; 2025Q4: 8,692 shares; 2026Q1: 8,458 shares; 2026Q2: 7,929 shares 7,929 $372K 0.18% -529 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261 shares; 2024Q4: 296 shares; 2025Q1: 344 shares; 2025Q2: 376 shares; 2025Q3: 369 shares; 2025Q4: 359 shares; 2026Q1: 391 shares; 2026Q2: 397 shares 397 $371K 0.18% +6 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 reported; 2024Q4: 7,869 shares; 2025Q1: 8,033 shares; 2025Q2: 8,610 shares; 2025Q3: 8,621 shares; 2025Q4: 9,049 shares; 2026Q1: 8,922 shares; 2026Q2: 8,995 shares 8,995 $361K 0.17% +73 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,365 shares; 2024Q4: 8,867 shares; 2025Q1: 8,855 shares; 2025Q2: 8,540 shares; 2025Q3: 7,619 shares; 2025Q4: 6,851 shares; 2026Q1: 6,897 shares; 2026Q2: 6,938 shares 6,938 $356K 0.17% +41 Timeline VBK 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: 947 shares; 2024Q4: 947 shares; 2025Q1: 947 shares; 2025Q2: 947 shares; 2025Q3: 947 shares; 2025Q4: 948 shares; 2026Q1: 949 shares; 2026Q2: 949 shares 949 $347K 0.17% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339 shares; 2024Q4: 376 shares; 2025Q1: 438 shares; 2025Q2: 545 shares; 2025Q3: 542 shares; 2025Q4: 5,173 shares; 2026Q1: 5,338 shares; 2026Q2: 4,834 shares 4,834 $345K 0.17% -504 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: 9,618 shares; 2024Q4: 9,781 shares; 2025Q1: 10,726 shares; 2025Q2: 8,114 shares; 2025Q3: 8,095 shares; 2025Q4: 7,919 shares; 2026Q1: 7,919 shares; 2026Q2: 6,797 shares 6,797 $344K 0.17% -1,122 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 909 shares; 2025Q4: 909 shares; 2026Q1: 909 shares; 2026Q2: 909 shares 909 $336K 0.16% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,085 shares; 2024Q4: 24,965 shares; 2025Q1: 24,299 shares; 2025Q2: 23,504 shares; 2025Q3: 23,710 shares; 2025Q4: 23,936 shares; 2026Q1: 23,988 shares; 2026Q2: 23,655 shares 23,655 $329K 0.16% -333 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: 4,325 shares; 2024Q4: 4,431 shares; 2025Q1: 1,657 shares; 2025Q2: 1,604 shares; 2025Q3: 1,911 shares; 2025Q4: 1,966 shares; 2026Q1: 1,949 shares; 2026Q2: 1,949 shares 1,949 $323K 0.16% 0 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: 16,731 shares; 2024Q4: 23,097 shares; 2025Q1: 15,035 shares; 2025Q2: 11,236 shares; 2025Q3: 4,723 shares; 2025Q4: 2,821 shares; 2026Q1: 2,677 shares; 2026Q2: 2,568 shares 2,568 $320K 0.15% -109 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: 507 shares; 2024Q4: 548 shares; 2025Q1: 634 shares; 2025Q2: 650 shares; 2025Q3: 646 shares; 2025Q4: 664 shares; 2026Q1: 649 shares; 2026Q2: 610 shares 610 $313K 0.15% -39 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: 2,540 shares; 2024Q4: 2,567 shares; 2025Q1: 1,084 shares; 2025Q2: not reported; 2025Q3: 1,148 shares; 2025Q4: 1,209 shares; 2026Q1: 1,202 shares; 2026Q2: 1,191 shares 1,191 $300K 0.15% -11 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,384 shares 1,384 $300K 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: 7,068 shares; 2025Q2: 7,423 shares; 2025Q3: 7,093 shares; 2025Q4: 7,055 shares; 2026Q1: 7,055 shares; 2026Q2: 7,055 shares 7,055 $295K 0.14% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,910 shares; 2024Q4: 6,375 shares; 2025Q1: 6,440 shares; 2025Q2: 6,567 shares; 2025Q3: 6,347 shares; 2025Q4: 6,248 shares; 2026Q1: 6,291 shares; 2026Q2: 6,202 shares 6,202 $289K 0.14% -89 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,329 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,655 shares; 2025Q4: 2,717 shares; 2026Q1: not reported; 2026Q2: 2,736 shares 2,736 $283K 0.14% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,237 shares; 2024Q4: 1,299 shares; 2025Q1: 757 shares; 2025Q2: 813 shares; 2025Q3: 833 shares; 2025Q4: 803 shares; 2026Q1: 817 shares; 2026Q2: 796 shares 796 $281K 0.14% -21 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,509 shares; 2025Q3: 2,509 shares; 2025Q4: 2,509 shares; 2026Q1: not reported; 2026Q2: 2,509 shares 2,509 $280K 0.14% new Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 1,987 shares; 2026Q1: 1,996 shares; 2026Q2: 1,986 shares 1,986 $278K 0.13% -10 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 reported; 2024Q4: 4,144 shares; 2025Q1: 7,443 shares; 2025Q2: 5,517 shares; 2025Q3: 7,500 shares; 2025Q4: 6,899 shares; 2026Q1: 3,601 shares; 2026Q2: 3,478 shares 3,478 $276K 0.13% -123 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,974 shares; 2025Q3: 2,069 shares; 2025Q4: 2,191 shares; 2026Q1: 2,232 shares; 2026Q2: 2,310 shares 2,310 $270K 0.13% +78 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP 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: 252 shares; 2025Q4: 261 shares; 2026Q1: 267 shares; 2026Q2: 265 shares 265 $268K 0.13% -2 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: 7,096 shares; 2024Q4: 7,096 shares; 2025Q1: not reported; 2025Q2: 6,945 shares; 2025Q3: 6,945 shares; 2025Q4: 6,824 shares; 2026Q1: 6,846 shares; 2026Q2: 6,870 shares 6,870 $266K 0.13% +24 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,201 shares; 2025Q3: 3,248 shares; 2025Q4: 3,217 shares; 2026Q1: 3,238 shares; 2026Q2: 3,185 shares 3,185 $263K 0.13% -53 Timeline BINC 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: 13,642 shares; 2024Q4: 13,730 shares; 2025Q1: 13,922 shares; 2025Q2: 13,312 shares; 2025Q3: 13,466 shares; 2025Q4: 13,751 shares; 2026Q1: 11,314 shares; 2026Q2: 4,805 shares 4,805 $251K 0.12% -6,509 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,872 shares; 2024Q4: 2,725 shares; 2025Q1: 2,579 shares; 2025Q2: 2,558 shares; 2025Q3: 2,559 shares; 2025Q4: 2,354 shares; 2026Q1: 2,354 shares; 2026Q2: 2,354 shares 2,354 $251K 0.12% 0 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: 7,373 shares; 2024Q4: 7,530 shares; 2025Q1: not reported; 2025Q2: 2,931 shares; 2025Q3: not reported; 2025Q4: 2,904 shares; 2026Q1: 2,992 shares; 2026Q2: 3,010 shares 3,010 $245K 0.12% +18 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 803 shares 803 $239K 0.12% new Timeline BBSC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,984 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,665 shares; 2026Q2: 2,552 shares 2,552 $234K 0.11% -113 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,165 shares; 2025Q3: 3,165 shares; 2025Q4: 3,165 shares; 2026Q1: 3,165 shares; 2026Q2: 3,165 shares 3,165 $231K 0.11% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 4,200 shares 4,200 $229K 0.11% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 237 shares 237 $229K 0.11% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,246 shares; 2025Q3: 1,385 shares; 2025Q4: 1,405 shares; 2026Q1: 1,575 shares; 2026Q2: 1,556 shares 1,556 $228K 0.11% -19 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: 4,500 shares; 2024Q4: 4,507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 704 shares; 2026Q1: not reported; 2026Q2: 670 shares 670 $221K 0.11% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,224 shares; 2025Q3: 2,290 shares; 2025Q4: 2,282 shares; 2026Q1: 2,342 shares; 2026Q2: 2,297 shares 2,297 $221K 0.11% -45 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: not reported; 2026Q2: 2,205 shares 2,205 $219K 0.11% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM 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: 1,217 shares; 2026Q1: not reported; 2026Q2: 1,187 shares 1,187 $219K 0.11% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,128 shares; 2026Q1: 1,162 shares; 2026Q2: 1,156 shares 1,156 $219K 0.11% -6 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,897 shares 2,897 $217K 0.11% new 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: not reported; 2026Q2: 636 shares 636 $217K 0.11% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares 109 $217K 0.11% new 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: 12,847 shares; 2024Q4: 12,967 shares; 2025Q1: 1,269 shares; 2025Q2: 1,426 shares; 2025Q3: 1,423 shares; 2025Q4: not reported; 2026Q1: 1,550 shares; 2026Q2: 1,455 shares 1,455 $213K 0.1% -95 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS 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: not reported; 2026Q2: 278 shares 278 $212K 0.1% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 332 shares 332 $212K 0.1% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS 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: not reported; 2026Q2: 705 shares 705 $210K 0.1% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,463 shares; 2024Q4: 8,361 shares; 2025Q1: 8,833 shares; 2025Q2: 9,659 shares; 2025Q3: 9,522 shares; 2025Q4: 9,955 shares; 2026Q1: 9,045 shares; 2026Q2: 8,626 shares 8,626 $208K 0.1% -419 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,610 shares 2,610 $201K 0.1% new Timeline