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: not loaded; 2024Q4: 374,089 shares; 2025Q1: 387,640 shares; 2025Q2: 302,525 shares; 2025Q3: 468,763 shares; 2025Q4: 242,920 shares; 2026Q1: 358,971 shares; 2026Q2: 374,730 shares 374,730 $32.9M 13.86% +15,759 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 167,713 shares; 2025Q1: 188,462 shares; 2025Q2: 262,400 shares; 2025Q3: 459,792 shares; 2025Q4: 287,202 shares; 2026Q1: 433,107 shares; 2026Q2: 484,426 shares 484,426 $19.4M 8.18% +51,319 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 95,062 shares; 2025Q1: 112,915 shares; 2025Q2: 158,804 shares; 2025Q3: 186,133 shares; 2025Q4: 90,746 shares; 2026Q1: 133,674 shares; 2026Q2: 133,577 shares 133,577 $9.74M 4.1% -97 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: 36,085 shares; 2025Q1: 40,315 shares; 2025Q2: 43,088 shares; 2025Q3: 63,496 shares; 2025Q4: 30,397 shares; 2026Q1: 41,784 shares; 2026Q2: 38,529 shares 38,529 $9.72M 4.09% -3,255 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: 164,824 shares; 2025Q1: 181,101 shares; 2025Q2: 178,945 shares; 2025Q3: 264,553 shares; 2025Q4: 141,136 shares; 2026Q1: 195,605 shares; 2026Q2: 204,521 shares 204,521 $8.53M 3.59% +8,916 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,557 shares; 2025Q1: 97,463 shares; 2025Q2: 141,511 shares; 2025Q3: 199,350 shares; 2025Q4: 107,053 shares; 2026Q1: 168,626 shares; 2026Q2: 183,367 shares 183,367 $7.34M 3.09% +14,741 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: not loaded; 2024Q4: 195,272 shares; 2025Q1: 213,719 shares; 2025Q2: 119,437 shares; 2025Q3: 178,588 shares; 2025Q4: 95,306 shares; 2026Q1: 149,480 shares; 2026Q2: 155,913 shares 155,913 $7.32M 3.08% +6,433 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,631 shares; 2025Q3: 82,342 shares; 2025Q4: 44,076 shares; 2026Q1: 132,367 shares; 2026Q2: 136,677 shares 136,677 $6.85M 2.88% +4,310 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 78,791 shares; 2025Q2: 125,777 shares; 2025Q3: 179,740 shares; 2025Q4: 78,069 shares; 2026Q1: 101,968 shares; 2026Q2: 110,026 shares 110,026 $6.84M 2.88% +8,058 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: 29,597 shares; 2025Q1: 24,597 shares; 2025Q2: 24,535 shares; 2025Q3: 16,870 shares; 2025Q4: 6,773 shares; 2026Q1: 22,998 shares; 2026Q2: 22,853 shares 22,853 $6.61M 2.78% -145 Timeline IGSB 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: 75,542 shares; 2025Q1: 77,361 shares; 2025Q2: 78,961 shares; 2025Q3: 119,784 shares; 2025Q4: 68,546 shares; 2026Q1: 107,644 shares; 2026Q2: 110,404 shares 110,404 $5.79M 2.44% +2,760 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: not loaded; 2024Q4: 81,816 shares; 2025Q1: 74,489 shares; 2025Q2: 76,663 shares; 2025Q3: 115,028 shares; 2025Q4: 65,245 shares; 2026Q1: 105,906 shares; 2026Q2: 109,961 shares 109,961 $5.76M 2.42% +4,055 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: 118,494 shares; 2025Q1: 117,429 shares; 2025Q2: 108,665 shares; 2025Q3: 209,178 shares; 2025Q4: 104,929 shares; 2026Q1: 105,510 shares; 2026Q2: 102,617 shares 102,617 $5.3M 2.23% -2,893 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,603 shares; 2025Q1: 45,563 shares; 2025Q2: 66,486 shares; 2025Q3: 116,408 shares; 2025Q4: 75,170 shares; 2026Q1: 124,453 shares; 2026Q2: 139,118 shares 139,118 $4.75M 2% +14,665 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 loaded; 2024Q4: 1,505 shares; 2025Q1: 2,176 shares; 2025Q2: 4,489 shares; 2025Q3: 3,002 shares; 2025Q4: 1,686 shares; 2026Q1: 4,128 shares; 2026Q2: 4,018 shares 4,018 $4.72M 1.99% -110 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 63,796 shares; 2025Q1: 74,881 shares; 2025Q2: 77,009 shares; 2025Q3: 112,076 shares; 2025Q4: 58,202 shares; 2026Q1: 60,232 shares; 2026Q2: 62,797 shares 62,797 $4.54M 1.91% +2,565 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,819 shares; 2025Q1: 36,930 shares; 2025Q2: 36,655 shares; 2025Q3: 73,310 shares; 2025Q4: 36,465 shares; 2026Q1: 36,465 shares; 2026Q2: 36,465 shares 36,465 $4.43M 1.86% 0 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,044 shares; 2026Q1: 17,638 shares; 2026Q2: 19,170 shares 19,170 $4.18M 1.76% +1,532 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,985 shares; 2026Q1: 75,285 shares; 2026Q2: 81,342 shares 81,342 $3.93M 1.65% +6,057 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 loaded; 2024Q4: not reported; 2025Q1: 3,049 shares; 2025Q2: 2,634 shares; 2025Q3: 40,416 shares; 2025Q4: 24,150 shares; 2026Q1: 36,975 shares; 2026Q2: 35,169 shares 35,169 $3.92M 1.65% -1,806 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,784 shares; 2026Q1: 48,422 shares; 2026Q2: 52,057 shares 52,057 $3.54M 1.49% +3,635 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: 35,851 shares; 2025Q1: 41,651 shares; 2025Q2: 44,096 shares; 2025Q3: 65,890 shares; 2025Q4: 38,435 shares; 2026Q1: 61,022 shares; 2026Q2: 64,939 shares 64,939 $3.48M 1.47% +3,917 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 loaded; 2024Q4: 39,575 shares; 2025Q1: 46,419 shares; 2025Q2: 71,637 shares; 2025Q3: 83,314 shares; 2025Q4: 41,771 shares; 2026Q1: 61,692 shares; 2026Q2: 69,091 shares 69,091 $2.96M 1.24% +7,399 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: 2,560 shares; 2025Q1: 7,391 shares; 2025Q2: 8,359 shares; 2025Q3: 6,156 shares; 2025Q4: 3,496 shares; 2026Q1: 7,777 shares; 2026Q2: 7,816 shares 7,816 $2.92M 1.23% +39 Timeline REET 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101,122 shares 101,122 $2.79M 1.18% new Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,655 shares 35,655 $2.7M 1.14% new 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: 3,500 shares; 2025Q1: 3,458 shares; 2025Q2: 3,462 shares; 2025Q3: 6,669 shares; 2025Q4: 3,315 shares; 2026Q1: 3,317 shares; 2026Q2: 3,303 shares 3,303 $2.47M 1.04% -14 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: not loaded; 2024Q4: 6,022 shares; 2025Q1: 6,022 shares; 2025Q2: 6,022 shares; 2025Q3: 12,044 shares; 2025Q4: 6,022 shares; 2026Q1: 6,415 shares; 2026Q2: 6,057 shares 6,057 $2.26M 0.95% -358 Timeline RSPG 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,719 shares; 2026Q2: 22,800 shares 22,800 $2.23M 0.94% +2,081 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: 3,342 shares; 2025Q1: 3,342 shares; 2025Q2: 3,198 shares; 2025Q3: 6,352 shares; 2025Q4: 3,146 shares; 2026Q1: 3,103 shares; 2026Q2: 2,819 shares 2,819 $2.11M 0.89% -284 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: 673 shares; 2025Q1: 2,267 shares; 2025Q2: 4,782 shares; 2025Q3: 1,346 shares; 2025Q4: 1,113 shares; 2026Q1: 3,896 shares; 2026Q2: 3,851 shares 3,851 $1.93M 0.81% -45 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,096 shares; 2025Q3: not reported; 2025Q4: 736 shares; 2026Q1: 3,518 shares; 2026Q2: 3,474 shares 3,474 $1.66M 0.7% -44 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: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 4,560 shares; 2025Q3: 5,304 shares; 2025Q4: 1,877 shares; 2026Q1: 4,386 shares; 2026Q2: 4,355 shares 4,355 $1.54M 0.65% -31 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,766 shares; 2026Q2: 14,529 shares 14,529 $1.5M 0.63% +2,763 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: 766 shares; 2025Q1: 1,020 shares; 2025Q2: 1,557 shares; 2025Q3: 2,864 shares; 2025Q4: 1,565 shares; 2026Q1: 2,103 shares; 2026Q2: 2,171 shares 2,171 $1.49M 0.63% +68 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: 4,414 shares; 2025Q1: 5,414 shares; 2025Q2: 7,849 shares; 2025Q3: 10,828 shares; 2025Q4: 5,713 shares; 2026Q1: 7,651 shares; 2026Q2: 7,476 shares 7,476 $1.24M 0.52% -175 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,960 shares; 2025Q2: 3,078 shares; 2025Q3: not reported; 2025Q4: 467 shares; 2026Q1: 2,653 shares; 2026Q2: 2,564 shares 2,564 $1.19M 0.5% -89 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: 4,856 shares; 2025Q1: 4,979 shares; 2025Q2: 4,856 shares; 2025Q3: 9,232 shares; 2025Q4: 4,226 shares; 2026Q1: 4,705 shares; 2026Q2: 4,755 shares 4,755 $1.13M 0.48% +50 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: 17,342 shares; 2025Q1: 15,156 shares; 2025Q2: 14,671 shares; 2025Q3: 8,060 shares; 2025Q4: 4,316 shares; 2026Q1: 13,773 shares; 2026Q2: 13,770 shares 13,770 $1.09M 0.46% -3 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: 2,689 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 5,378 shares; 2025Q4: 5,378 shares; 2026Q1: 5,582 shares; 2026Q2: 5,582 shares 5,582 $1.06M 0.45% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,477 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 2,954 shares; 2025Q4: 1,477 shares; 2026Q1: 1,552 shares; 2026Q2: 1,552 shares 1,552 $984K 0.41% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 606 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 511 shares; 2026Q2: 495 shares 495 $967K 0.41% -16 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: not loaded; 2024Q4: 1,753 shares; 2025Q1: 3,633 shares; 2025Q2: 4,488 shares; 2025Q3: 5,124 shares; 2025Q4: 2,687 shares; 2026Q1: 4,100 shares; 2026Q2: 3,381 shares 3,381 $951K 0.4% -719 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,003 shares; 2025Q2: 5,191 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,428 shares; 2026Q2: 4,338 shares 4,338 $904K 0.38% -90 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: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 3,631 shares; 2025Q4: 1,748 shares; 2026Q1: 1,748 shares; 2026Q2: 1,748 shares 1,748 $891K 0.37% 0 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: 2,400 shares; 2025Q1: 2,453 shares; 2025Q2: 2,410 shares; 2025Q3: 4,816 shares; 2025Q4: 2,408 shares; 2026Q1: 2,408 shares; 2026Q2: 2,406 shares 2,406 $860K 0.36% -2 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,410 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,484 shares; 2026Q2: 6,815 shares 6,815 $729K 0.31% -669 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: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 3,338 shares; 2025Q4: 887 shares; 2026Q1: 2,154 shares; 2026Q2: 2,147 shares 2,147 $703K 0.3% -7 Timeline IBTK 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,187 shares; 2026Q1: 35,925 shares; 2026Q2: 35,237 shares 35,237 $689K 0.29% -688 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,589 shares; 2026Q2: 2,678 shares 2,678 $684K 0.29% +89 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,218 shares; 2025Q3: 18,436 shares; 2025Q4: 9,218 shares; 2026Q1: 9,218 shares; 2026Q2: 9,218 shares 9,218 $666K 0.28% 0 Timeline IBDS 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: 16,056 shares; 2025Q2: 20,579 shares; 2025Q3: 21,682 shares; 2025Q4: 20,035 shares; 2026Q1: 30,306 shares; 2026Q2: 27,256 shares 27,256 $660K 0.28% -3,050 Timeline IBDV 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,176 shares; 2026Q1: 31,031 shares; 2026Q2: 30,234 shares 30,234 $659K 0.28% -797 Timeline IBDR 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: 16,451 shares; 2025Q2: 20,599 shares; 2025Q3: 21,394 shares; 2025Q4: 21,418 shares; 2026Q1: 30,184 shares; 2026Q2: 27,040 shares 27,040 $655K 0.28% -3,144 Timeline BILS 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 reported; 2025Q2: 31,922 shares; 2025Q3: not reported; 2025Q4: 12,859 shares; 2026Q1: 8,913 shares; 2026Q2: 6,395 shares 6,395 $636K 0.27% -2,518 Timeline IXN 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: 5,310 shares; 2025Q1: 4,893 shares; 2025Q2: 4,761 shares; 2025Q3: 9,522 shares; 2025Q4: 4,761 shares; 2026Q1: 4,394 shares; 2026Q2: 4,394 shares 4,394 $635K 0.27% 0 Timeline IBDT 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: 11,295 shares; 2025Q2: 15,544 shares; 2025Q3: 16,128 shares; 2025Q4: 17,938 shares; 2026Q1: 27,578 shares; 2026Q2: 24,526 shares 24,526 $619K 0.26% -3,052 Timeline IBTG 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: 16,041 shares; 2025Q2: 21,154 shares; 2025Q3: 22,095 shares; 2025Q4: 21,965 shares; 2026Q1: 30,332 shares; 2026Q2: 26,971 shares 26,971 $617K 0.26% -3,361 Timeline IBTH 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: 16,338 shares; 2025Q2: 21,749 shares; 2025Q3: 149,192 shares; 2025Q4: 109,891 shares; 2026Q1: 29,946 shares; 2026Q2: 26,674 shares 26,674 $597K 0.25% -3,272 Timeline IBTI 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: 12,850 shares; 2025Q2: 18,144 shares; 2025Q3: 19,528 shares; 2025Q4: 20,150 shares; 2026Q1: 28,525 shares; 2026Q2: 25,131 shares 25,131 $556K 0.23% -3,394 Timeline IBDU 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: 12,378 shares; 2025Q2: 16,867 shares; 2025Q3: 17,278 shares; 2025Q4: 14,482 shares; 2026Q1: 25,817 shares; 2026Q2: 23,627 shares 23,627 $547K 0.23% -2,190 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: not loaded; 2024Q4: 3,708 shares; 2025Q1: 3,246 shares; 2025Q2: 3,235 shares; 2025Q3: 6,470 shares; 2025Q4: 3,235 shares; 2026Q1: 3,235 shares; 2026Q2: 3,235 shares 3,235 $529K 0.22% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,765 shares; 2025Q1: 8,362 shares; 2025Q2: 5,345 shares; 2025Q3: 2,830 shares; 2025Q4: 1,465 shares; 2026Q1: 4,498 shares; 2026Q2: 4,498 shares 4,498 $529K 0.22% 0 Timeline IBTJ 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: 13,160 shares; 2025Q2: 18,661 shares; 2025Q3: 20,110 shares; 2025Q4: 16,363 shares; 2026Q1: 25,639 shares; 2026Q2: 23,225 shares 23,225 $503K 0.21% -2,414 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,150 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,888 shares; 2026Q2: 6,653 shares 6,653 $495K 0.21% +765 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 reported; 2025Q2: 4,088 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,534 shares; 2026Q2: 3,456 shares 3,456 $472K 0.2% -78 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,422 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,859 shares; 2026Q2: 3,970 shares 3,970 $446K 0.19% +111 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: 9,272 shares; 2025Q1: 12,673 shares; 2025Q2: 12,970 shares; 2025Q3: 8,708 shares; 2025Q4: not reported; 2026Q1: 11,907 shares; 2026Q2: 11,907 shares 11,907 $439K 0.18% 0 Timeline FLOT 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: 10,213 shares; 2025Q2: 9,151 shares; 2025Q3: 12,988 shares; 2025Q4: 5,473 shares; 2026Q1: 4,584 shares; 2026Q2: 8,520 shares 8,520 $435K 0.18% +3,936 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: 1,090 shares; 2025Q1: not reported; 2025Q2: 1,090 shares; 2025Q3: 2,180 shares; 2025Q4: 1,055 shares; 2026Q1: 1,151 shares; 2026Q2: 1,151 shares 1,151 $435K 0.18% 0 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: not reported; 2025Q1: not reported; 2025Q2: 2,661 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,153 shares; 2026Q2: 2,291 shares 2,291 $435K 0.18% +138 Timeline XMHQ 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: 68,403 shares; 2025Q1: 23,522 shares; 2025Q2: 3,844 shares; 2025Q3: 7,688 shares; 2025Q4: 3,832 shares; 2026Q1: 3,832 shares; 2026Q2: 3,831 shares 3,831 $432K 0.18% -1 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: 14,489 shares; 2025Q1: 12,772 shares; 2025Q2: 10,944 shares; 2025Q3: 5,636 shares; 2025Q4: not reported; 2026Q1: 9,856 shares; 2026Q2: 8,702 shares 8,702 $421K 0.18% -1,154 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: 1,994 shares; 2025Q1: 2,049 shares; 2025Q2: 2,179 shares; 2025Q3: 4,338 shares; 2025Q4: 2,085 shares; 2026Q1: 2,100 shares; 2026Q2: 2,097 shares 2,097 $420K 0.18% -3 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,871 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,028 shares; 2026Q2: 4,079 shares 4,079 $415K 0.17% +51 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: 645 shares; 2025Q2: 634 shares; 2025Q3: 1,208 shares; 2025Q4: 604 shares; 2026Q1: 724 shares; 2026Q2: 728 shares 728 $410K 0.17% +4 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,432 shares; 2025Q1: 1,438 shares; 2025Q2: 1,519 shares; 2025Q3: 3,049 shares; 2025Q4: 1,475 shares; 2026Q1: 1,480 shares; 2026Q2: 1,487 shares 1,487 $402K 0.17% +7 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,649 shares; 2025Q1: 12,332 shares; 2025Q2: 11,329 shares; 2025Q3: 15,480 shares; 2025Q4: 7,739 shares; 2026Q1: 8,636 shares; 2026Q2: 8,641 shares 8,641 $383K 0.16% +5 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: 1,454 shares; 2025Q2: 1,505 shares; 2025Q3: 1,810 shares; 2025Q4: not reported; 2026Q1: 1,505 shares; 2026Q2: 1,505 shares 1,505 $382K 0.16% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 819 shares; 2025Q2: 2,216 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,641 shares; 2026Q2: 1,702 shares 1,702 $376K 0.16% +61 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: 20,479 shares; 2025Q1: 14,433 shares; 2025Q2: 8,284 shares; 2025Q3: 16,568 shares; 2025Q4: 8,284 shares; 2026Q1: 8,284 shares; 2026Q2: 9,096 shares 9,096 $375K 0.16% +812 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: 3,404 shares; 2025Q1: 3,275 shares; 2025Q2: 2,923 shares; 2025Q3: 5,845 shares; 2025Q4: 2,433 shares; 2026Q1: 2,392 shares; 2026Q2: 2,392 shares 2,392 $355K 0.15% 0 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: 12,429 shares; 2025Q1: 15,292 shares; 2025Q2: 9,487 shares; 2025Q3: 10,648 shares; 2025Q4: not reported; 2026Q1: 9,483 shares; 2026Q2: 9,483 shares 9,483 $353K 0.15% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,845 shares; 2025Q1: 5,690 shares; 2025Q2: 3,865 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,309 shares; 2026Q2: 4,289 shares 4,289 $351K 0.15% -20 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,669 shares; 2025Q1: 4,669 shares; 2025Q2: 4,669 shares; 2025Q3: 9,338 shares; 2025Q4: 3,128 shares; 2026Q1: 3,128 shares; 2026Q2: 3,128 shares 3,128 $346K 0.15% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,324 shares; 2025Q3: 2,648 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares; 2026Q2: 1,324 shares 1,324 $339K 0.14% 0 Timeline IWR 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: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 5,920 shares; 2025Q4: 2,960 shares; 2026Q1: 2,960 shares; 2026Q2: 2,960 shares 2,960 $327K 0.14% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,738 shares; 2026Q1: not reported; 2026Q2: 3,429 shares 3,429 $314K 0.13% new 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,268 shares 1,268 $284K 0.12% new 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,268 shares 1,268 $280K 0.12% new Timeline IBHH 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 reported; 2025Q2: 8,887 shares; 2025Q3: 10,038 shares; 2025Q4: 9,164 shares; 2026Q1: 13,211 shares; 2026Q2: 11,807 shares 11,807 $277K 0.12% -1,404 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 1,675 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,338 shares; 2026Q2: 697 shares 697 $277K 0.12% -641 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: not loaded; 2024Q4: 434 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 914 shares; 2025Q4: 270 shares; 2026Q1: 229 shares; 2026Q2: 229 shares 229 $275K 0.12% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,646 shares; 2025Q1: 1,677 shares; 2025Q2: 1,577 shares; 2025Q3: 3,154 shares; 2025Q4: 1,577 shares; 2026Q1: 1,476 shares; 2026Q2: 1,476 shares 1,476 $273K 0.12% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,965 shares; 2025Q2: 8,730 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,517 shares; 2026Q2: 4,347 shares 4,347 $265K 0.11% -170 Timeline IBHG 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 reported; 2025Q2: 10,979 shares; 2025Q3: 11,658 shares; 2025Q4: 9,092 shares; 2026Q1: 13,278 shares; 2026Q2: 11,666 shares 11,666 $258K 0.11% -1,612 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,068 shares; 2025Q2: 2,289 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 887 shares; 2026Q2: 876 shares 876 $257K 0.11% -11 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 reported; 2025Q2: 1,413 shares; 2025Q3: 2,726 shares; 2025Q4: 1,363 shares; 2026Q1: 1,413 shares; 2026Q2: 1,413 shares 1,413 $256K 0.11% 0 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 reported; 2025Q2: 3,585 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,585 shares; 2026Q2: 3,585 shares 3,585 $255K 0.11% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $241K 0.1% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,466 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,394 shares; 2026Q2: 5,444 shares 5,444 $238K 0.1% -950 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,174 shares; 2025Q4: not reported; 2026Q1: 758 shares; 2026Q2: 668 shares 668 $237K 0.1% -90 Timeline XLV 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: 1,927 shares; 2025Q1: 1,541 shares; 2025Q2: 1,518 shares; 2025Q3: 3,036 shares; 2025Q4: 1,482 shares; 2026Q1: 1,482 shares; 2026Q2: 1,482 shares 1,482 $235K 0.1% 0 Timeline IBHJ 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,337 shares; 2026Q2: 8,847 shares 8,847 $234K 0.1% -490 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $233K 0.1% 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: not loaded; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 1,358 shares; 2025Q4: 679 shares; 2026Q1: 679 shares; 2026Q2: 679 shares 679 $233K 0.1% 0 Timeline IBHF 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 reported; 2025Q2: 10,994 shares; 2025Q3: 11,926 shares; 2025Q4: 9,133 shares; 2026Q1: 12,139 shares; 2026Q2: 10,073 shares 10,073 $228K 0.1% -2,066 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,730 shares; 2025Q1: 39,180 shares; 2025Q2: 65,604 shares; 2025Q3: 96,262 shares; 2025Q4: 24,782 shares; 2026Q1: 4,390 shares; 2026Q2: 4,024 shares 4,024 $227K 0.1% -366 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 reported; 2025Q2: not reported; 2025Q3: 5,787 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,893 shares 2,893 $223K 0.09% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,858 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 929 shares 929 $221K 0.09% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 2,400 shares; 2025Q3: 4,800 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $221K 0.09% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 460 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,840 shares 1,840 $220K 0.09% new Timeline IBHI 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 reported; 2025Q2: 8,898 shares; 2025Q3: 9,850 shares; 2025Q4: not reported; 2026Q1: 10,249 shares; 2026Q2: 9,224 shares 9,224 $216K 0.09% -1,025 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 230 shares; 2025Q3: 460 shares; 2025Q4: not reported; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $215K 0.09% 0 Timeline XLY 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: 970 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: 1,782 shares; 2026Q1: not reported; 2026Q2: 1,782 shares 1,782 $209K 0.09% new 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: 8,437 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,122 shares 5,122 $206K 0.09% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,470 shares; 2025Q1: not reported; 2025Q2: 1,395 shares; 2025Q3: 2,790 shares; 2025Q4: 1,395 shares; 2026Q1: 1,395 shares; 2026Q2: 1,083 shares 1,083 $204K 0.09% -312 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: not loaded; 2024Q4: 1,686 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480 shares 480 $202K 0.08% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,530 shares; 2025Q2: 62,610 shares; 2025Q3: not reported; 2025Q4: 13,411 shares; 2026Q1: 13,897 shares; 2026Q2: 12,407 shares 12,407 $84.6K 0.04% -1,490 Timeline SURG SURGEPAYS INC More: the full row for SURGEPAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,635 shares 14,635 $5.28K <0.01% new Timeline