IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,668 shares; 2024Q4: 34,573 shares; 2025Q1: 34,472 shares; 2025Q2: 34,536 shares; 2025Q3: 34,552 shares; 2025Q4: 34,633 shares; 2026Q1: 35,621 shares; 2026Q2: 35,624 shares 35,624 $26.7M 8.48% +3 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,292 shares; 2024Q4: 226,324 shares; 2025Q1: 207,624 shares; 2025Q2: 198,243 shares; 2025Q3: 190,357 shares; 2025Q4: 211,567 shares; 2026Q1: 217,792 shares; 2026Q2: 228,161 shares 228,161 $18.9M 5.99% +10,369 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: 63,911 shares; 2024Q4: 63,911 shares; 2025Q1: 62,066 shares; 2025Q2: 63,764 shares; 2025Q3: 63,764 shares; 2025Q4: 63,851 shares; 2026Q1: 66,573 shares; 2026Q2: 66,821 shares 66,821 $15.9M 5.06% +248 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,874 shares; 2024Q4: 112,707 shares; 2025Q1: 114,731 shares; 2025Q2: 118,188 shares; 2025Q3: 115,548 shares; 2025Q4: 123,803 shares; 2026Q1: 129,681 shares; 2026Q2: 131,583 shares 131,583 $15.7M 4.98% +1,902 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,790 shares; 2024Q4: 148,952 shares; 2025Q1: 131,271 shares; 2025Q2: 131,773 shares; 2025Q3: 136,371 shares; 2025Q4: 157,212 shares; 2026Q1: 159,669 shares; 2026Q2: 172,144 shares 172,144 $13.6M 4.32% +12,475 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: 22,137 shares; 2024Q4: 22,159 shares; 2025Q1: 22,545 shares; 2025Q2: 22,541 shares; 2025Q3: 22,534 shares; 2025Q4: 22,346 shares; 2026Q1: 23,772 shares; 2026Q2: 23,836 shares 23,836 $11.9M 3.79% +64 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,466 shares; 2025Q2: 225,384 shares; 2025Q3: 206,667 shares; 2025Q4: 279,625 shares; 2026Q1: 228,259 shares; 2026Q2: 209,246 shares 209,246 $10.6M 3.38% -19,013 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: 20,164 shares; 2024Q4: 20,376 shares; 2025Q1: 16,150 shares; 2025Q2: 16,667 shares; 2025Q3: 16,681 shares; 2025Q4: 16,737 shares; 2026Q1: 20,483 shares; 2026Q2: 22,008 shares 22,008 $7.87M 2.5% +1,525 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,562 shares; 2024Q4: 93,812 shares; 2025Q1: 87,420 shares; 2025Q2: 97,447 shares; 2025Q3: 99,281 shares; 2025Q4: 102,973 shares; 2026Q1: 104,131 shares; 2026Q2: 108,877 shares 108,877 $7.61M 2.42% +4,746 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,458 shares; 2025Q3: 95,452 shares; 2025Q4: 103,827 shares; 2026Q1: 97,174 shares; 2026Q2: 95,674 shares 95,674 $7.31M 2.32% -1,500 Timeline SPYV 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: 98,095 shares; 2024Q4: 99,025 shares; 2025Q1: 100,613 shares; 2025Q2: 107,838 shares; 2025Q3: 109,872 shares; 2025Q4: 111,889 shares; 2026Q1: 111,178 shares; 2026Q2: 109,108 shares 109,108 $6.63M 2.11% -2,070 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: 64,284 shares; 2024Q4: 65,167 shares; 2025Q1: 63,880 shares; 2025Q2: 65,346 shares; 2025Q3: 65,323 shares; 2025Q4: 66,467 shares; 2026Q1: 66,918 shares; 2026Q2: 66,072 shares 66,072 $6.38M 2.03% -846 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,719 shares; 2024Q4: 42,243 shares; 2025Q1: 42,218 shares; 2025Q2: 43,070 shares; 2025Q3: 43,149 shares; 2025Q4: 43,730 shares; 2026Q1: 43,513 shares; 2026Q2: 43,547 shares 43,547 $6.38M 2.03% +34 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,535 shares; 2024Q4: 27,385 shares; 2025Q1: 27,710 shares; 2025Q2: 29,178 shares; 2025Q3: 29,349 shares; 2025Q4: 30,027 shares; 2026Q1: 30,101 shares; 2026Q2: 29,208 shares 29,208 $5.77M 1.83% -893 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: 5,900 shares; 2024Q4: 5,907 shares; 2025Q1: 5,867 shares; 2025Q2: 6,025 shares; 2025Q3: 6,032 shares; 2025Q4: 6,041 shares; 2026Q1: 6,048 shares; 2026Q2: 6,056 shares 6,056 $5.67M 1.8% +8 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: 12,808 shares; 2024Q4: 14,250 shares; 2025Q1: 15,305 shares; 2025Q2: 19,195 shares; 2025Q3: 20,010 shares; 2025Q4: 21,425 shares; 2026Q1: 22,166 shares; 2026Q2: 24,448 shares 24,448 $5.33M 1.69% +2,282 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: 15,127 shares; 2024Q4: 17,359 shares; 2025Q1: 16,921 shares; 2025Q2: 21,254 shares; 2025Q3: 21,254 shares; 2025Q4: 22,074 shares; 2026Q1: 22,642 shares; 2026Q2: 26,066 shares 26,066 $5.22M 1.66% +3,424 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: 22,351 shares; 2024Q4: 22,742 shares; 2025Q1: 17,594 shares; 2025Q2: 18,030 shares; 2025Q3: 18,156 shares; 2025Q4: 18,342 shares; 2026Q1: 19,996 shares; 2026Q2: 20,406 shares 20,406 $5.18M 1.65% +410 Timeline VONG 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: 37,473 shares; 2024Q4: 37,405 shares; 2025Q1: 37,692 shares; 2025Q2: 37,842 shares; 2025Q3: 37,518 shares; 2025Q4: 38,005 shares; 2026Q1: 38,501 shares; 2026Q2: 39,514 shares 39,514 $5.05M 1.61% +1,013 Timeline SLYV 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: 44,106 shares; 2024Q4: 44,351 shares; 2025Q1: 44,125 shares; 2025Q2: 44,265 shares; 2025Q3: 44,317 shares; 2025Q4: 44,106 shares; 2026Q1: 43,949 shares; 2026Q2: 42,400 shares 42,400 $4.63M 1.47% -1,549 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: 12,092 shares; 2024Q4: 12,056 shares; 2025Q1: 12,167 shares; 2025Q2: 12,024 shares; 2025Q3: 12,088 shares; 2025Q4: 12,218 shares; 2026Q1: 12,256 shares; 2026Q2: 12,110 shares 12,110 $4.43M 1.41% -146 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,164 shares; 2024Q4: 49,927 shares; 2025Q1: 50,617 shares; 2025Q2: 51,317 shares; 2025Q3: 51,545 shares; 2025Q4: 51,726 shares; 2026Q1: 75,408 shares; 2026Q2: 74,228 shares 74,228 $4.08M 1.3% -1,180 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,343 shares; 2024Q4: 14,426 shares; 2025Q1: 14,502 shares; 2025Q2: 14,577 shares; 2025Q3: 14,661 shares; 2025Q4: 14,746 shares; 2026Q1: 14,925 shares; 2026Q2: 14,991 shares 14,991 $4.08M 1.3% +66 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,382 shares; 2025Q3: 41,755 shares; 2025Q4: 54,067 shares; 2026Q1: 69,663 shares; 2026Q2: 70,411 shares 70,411 $4.06M 1.29% +748 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: 52,869 shares; 2024Q4: 52,662 shares; 2025Q1: 45,862 shares; 2025Q2: 47,859 shares; 2025Q3: 47,908 shares; 2025Q4: 48,000 shares; 2026Q1: 47,469 shares; 2026Q2: 47,444 shares 47,444 $3.91M 1.24% -25 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: 3,617 shares; 2024Q4: 5,062 shares; 2025Q1: 5,039 shares; 2025Q2: 7,841 shares; 2025Q3: 7,842 shares; 2025Q4: 7,868 shares; 2026Q1: 11,299 shares; 2026Q2: 12,951 shares 12,951 $3.75M 1.19% +1,652 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,425 shares; 2025Q2: 17,947 shares; 2025Q3: 22,780 shares; 2025Q4: 30,420 shares; 2026Q1: 35,278 shares; 2026Q2: 41,572 shares 41,572 $3.75M 1.19% +6,294 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: 19,180 shares; 2024Q4: 19,237 shares; 2025Q1: 19,256 shares; 2025Q2: 19,320 shares; 2025Q3: 19,378 shares; 2025Q4: 19,432 shares; 2026Q1: 22,629 shares; 2026Q2: 22,681 shares 22,681 $3.44M 1.09% +52 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,356 shares; 2024Q4: 9,464 shares; 2025Q1: 9,704 shares; 2025Q2: 9,757 shares; 2025Q3: 9,757 shares; 2025Q4: 9,557 shares; 2026Q1: 9,578 shares; 2026Q2: 9,784 shares 9,784 $3.31M 1.05% +206 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: 88,426 shares; 2024Q4: 84,861 shares; 2025Q1: 159,380 shares; 2025Q2: 144,747 shares; 2025Q3: 91,422 shares; 2025Q4: 79,424 shares; 2026Q1: 67,631 shares; 2026Q2: 60,827 shares 60,827 $3.08M 0.98% -6,804 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,269 shares; 2024Q4: 35,235 shares; 2025Q1: 46,036 shares; 2025Q2: 46,400 shares; 2025Q3: 45,246 shares; 2025Q4: 44,272 shares; 2026Q1: 47,840 shares; 2026Q2: 53,409 shares 53,409 $2.84M 0.9% +5,569 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,342 shares; 2025Q3: 5,390 shares; 2025Q4: 8,046 shares; 2026Q1: 36,745 shares; 2026Q2: 36,623 shares 36,623 $2.77M 0.88% -122 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,870 shares; 2024Q4: 5,872 shares; 2025Q1: 5,874 shares; 2025Q2: 6,467 shares; 2025Q3: 6,467 shares; 2025Q4: 6,477 shares; 2026Q1: 11,995 shares; 2026Q2: 12,000 shares 12,000 $2.62M 0.83% +5 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,449 shares; 2025Q3: 5,422 shares; 2025Q4: 5,281 shares; 2026Q1: 6,200 shares; 2026Q2: 6,200 shares 6,200 $2.34M 0.74% 0 Timeline SLYG 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: 17,447 shares; 2024Q4: 18,833 shares; 2025Q1: 19,015 shares; 2025Q2: 19,729 shares; 2025Q3: 18,688 shares; 2025Q4: 18,878 shares; 2026Q1: 19,414 shares; 2026Q2: 18,119 shares 18,119 $2.16M 0.69% -1,295 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: 5,029 shares; 2024Q4: 5,072 shares; 2025Q1: 5,514 shares; 2025Q2: 6,447 shares; 2025Q3: 6,707 shares; 2025Q4: 7,083 shares; 2026Q1: 7,630 shares; 2026Q2: 8,516 shares 8,516 $2.02M 0.64% +886 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: 1,303 shares; 2024Q4: 1,374 shares; 2025Q1: 2,143 shares; 2025Q2: 2,345 shares; 2025Q3: 2,348 shares; 2025Q4: 2,608 shares; 2026Q1: 5,096 shares; 2026Q2: 5,113 shares 5,113 $1.91M 0.61% +17 Timeline SPEM 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: 37,833 shares; 2024Q4: 36,705 shares; 2025Q1: 36,558 shares; 2025Q2: 36,975 shares; 2025Q3: 36,921 shares; 2025Q4: 37,462 shares; 2026Q1: 37,361 shares; 2026Q2: 36,680 shares 36,680 $1.9M 0.6% -681 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,245 shares; 2024Q4: 16,161 shares; 2025Q1: 16,317 shares; 2025Q2: 16,323 shares; 2025Q3: 15,089 shares; 2025Q4: 15,121 shares; 2026Q1: 15,753 shares; 2026Q2: 15,542 shares 15,542 $1.83M 0.58% -211 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,772 shares; 2025Q3: 1,774 shares; 2025Q4: 1,792 shares; 2026Q1: 1,794 shares; 2026Q2: 14,804 shares 14,804 $1.77M 0.56% +13,010 Timeline IQLT 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: 6,596 shares; 2025Q2: 9,760 shares; 2025Q3: 11,380 shares; 2025Q4: 15,123 shares; 2026Q1: 17,214 shares; 2026Q2: 32,263 shares 32,263 $1.6M 0.51% +15,049 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,649 shares; 2024Q4: 2,772 shares; 2025Q1: 2,635 shares; 2025Q2: 2,956 shares; 2025Q3: 2,956 shares; 2025Q4: 3,061 shares; 2026Q1: 4,612 shares; 2026Q2: 4,680 shares 4,680 $1.53M 0.49% +68 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,681 shares; 2024Q4: 3,711 shares; 2025Q1: 3,738 shares; 2025Q2: 4,069 shares; 2025Q3: 4,101 shares; 2025Q4: 4,129 shares; 2026Q1: 4,155 shares; 2026Q2: 4,182 shares 4,182 $1.51M 0.48% +27 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,981 shares; 2024Q4: 11,891 shares; 2025Q1: 12,375 shares; 2025Q2: 13,009 shares; 2025Q3: 13,410 shares; 2025Q4: 16,982 shares; 2026Q1: 15,906 shares; 2026Q2: 13,781 shares 13,781 $1.41M 0.45% -2,125 Timeline XMMO 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: 2,093 shares; 2024Q4: 2,096 shares; 2025Q1: 2,106 shares; 2025Q2: 4,351 shares; 2025Q3: 4,891 shares; 2025Q4: 5,583 shares; 2026Q1: 6,323 shares; 2026Q2: 8,211 shares 8,211 $1.4M 0.44% +1,888 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,654 shares; 2024Q4: 2,657 shares; 2025Q1: 2,810 shares; 2025Q2: 2,813 shares; 2025Q3: 2,815 shares; 2025Q4: 2,818 shares; 2026Q1: 2,816 shares; 2026Q2: 11,234 shares 11,234 $1.39M 0.44% +8,418 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: not reported; 2025Q1: not reported; 2025Q2: 2,140 shares; 2025Q3: 2,579 shares; 2025Q4: 4,215 shares; 2026Q1: 5,402 shares; 2026Q2: 8,340 shares 8,340 $1.35M 0.43% +2,938 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,384 shares; 2025Q3: 6,402 shares; 2025Q4: 8,211 shares; 2026Q1: 9,271 shares; 2026Q2: 11,580 shares 11,580 $1.31M 0.42% +2,309 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,779 shares; 2024Q4: 20,055 shares; 2025Q1: 18,118 shares; 2025Q2: 17,965 shares; 2025Q3: 15,794 shares; 2025Q4: 15,970 shares; 2026Q1: 15,466 shares; 2026Q2: 15,283 shares 15,283 $1.27M 0.4% -183 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,724 shares; 2024Q4: 18,766 shares; 2025Q1: 16,743 shares; 2025Q2: 16,974 shares; 2025Q3: 15,833 shares; 2025Q4: 16,232 shares; 2026Q1: 15,911 shares; 2026Q2: 15,209 shares 15,209 $1.25M 0.4% -702 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,160 shares; 2024Q4: 8,202 shares; 2025Q1: 8,233 shares; 2025Q2: 8,268 shares; 2025Q3: 8,304 shares; 2025Q4: 8,355 shares; 2026Q1: 8,384 shares; 2026Q2: 8,413 shares 8,413 $1.24M 0.4% +29 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: 2,426 shares; 2024Q4: 2,441 shares; 2025Q1: 2,444 shares; 2025Q2: 2,448 shares; 2025Q3: 2,452 shares; 2025Q4: 2,457 shares; 2026Q1: 3,447 shares; 2026Q2: 3,452 shares 3,452 $1.18M 0.38% +5 Timeline VTWO 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: 8,093 shares; 2024Q4: 8,123 shares; 2025Q1: 8,147 shares; 2025Q2: 8,171 shares; 2025Q3: 8,200 shares; 2025Q4: 8,232 shares; 2026Q1: 8,954 shares; 2026Q2: 8,976 shares 8,976 $1.09M 0.35% +22 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: 10,937 shares; 2024Q4: 13,169 shares; 2025Q1: 15,419 shares; 2025Q2: 22,128 shares; 2025Q3: 24,064 shares; 2025Q4: 26,620 shares; 2026Q1: 27,921 shares; 2026Q2: 28,885 shares 28,885 $1.08M 0.34% +964 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,100 shares; 2024Q4: 14,353 shares; 2025Q1: 11,856 shares; 2025Q2: 11,400 shares; 2025Q3: 11,336 shares; 2025Q4: 11,547 shares; 2026Q1: 11,227 shares; 2026Q2: 11,191 shares 11,191 $1.07M 0.34% -36 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,506 shares; 2026Q2: 5,541 shares 5,541 $1.06M 0.34% +35 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: 19,575 shares; 2024Q4: 19,802 shares; 2025Q1: 14,383 shares; 2025Q2: 15,503 shares; 2025Q3: 15,599 shares; 2025Q4: 15,643 shares; 2026Q1: 18,178 shares; 2026Q2: 18,350 shares 18,350 $1.05M 0.33% +172 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: 4,783 shares; 2024Q4: 4,850 shares; 2025Q1: 26,625 shares; 2025Q2: 10,712 shares; 2025Q3: 8,778 shares; 2025Q4: 8,912 shares; 2026Q1: 12,757 shares; 2026Q2: 18,860 shares 18,860 $988K 0.31% +6,103 Timeline XSMO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,035 shares; 2026Q1: 5,196 shares; 2026Q2: 10,476 shares 10,476 $981K 0.31% +5,280 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: 519 shares; 2024Q4: 519 shares; 2025Q1: 520 shares; 2025Q2: 621 shares; 2025Q3: 622 shares; 2025Q4: 623 shares; 2026Q1: 809 shares; 2026Q2: 783 shares 783 $939K 0.3% -26 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,302 shares; 2024Q4: 5,315 shares; 2025Q1: 5,321 shares; 2025Q2: 5,322 shares; 2025Q3: 5,269 shares; 2025Q4: 5,281 shares; 2026Q1: 5,220 shares; 2026Q2: 5,132 shares 5,132 $917K 0.29% -88 Timeline MDYV 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: 9,322 shares; 2024Q4: 9,376 shares; 2025Q1: 9,622 shares; 2025Q2: 10,275 shares; 2025Q3: 9,092 shares; 2025Q4: 9,516 shares; 2026Q1: 9,592 shares; 2026Q2: 9,635 shares 9,635 $914K 0.29% +43 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: 1,841 shares; 2024Q4: 1,841 shares; 2025Q1: 1,814 shares; 2025Q2: 1,815 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: 4,784 shares; 2026Q2: 4,785 shares 4,785 $908K 0.29% +1 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,085 shares; 2026Q2: 4,085 shares 4,085 $904K 0.29% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,486 shares; 2026Q2: 7,975 shares 7,975 $903K 0.29% +1,489 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: not reported; 2025Q1: not reported; 2025Q2: 8,621 shares; 2025Q3: 10,107 shares; 2025Q4: 14,263 shares; 2026Q1: 16,118 shares; 2026Q2: 20,829 shares 20,829 $891K 0.28% +4,711 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,318 shares; 2024Q4: 6,349 shares; 2025Q1: 6,537 shares; 2025Q2: 7,031 shares; 2025Q3: 6,243 shares; 2025Q4: 6,371 shares; 2026Q1: 6,382 shares; 2026Q2: 6,408 shares 6,408 $876K 0.28% +26 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: 1,057 shares; 2024Q4: 1,058 shares; 2025Q1: 1,228 shares; 2025Q2: 1,239 shares; 2025Q3: 1,239 shares; 2025Q4: 1,240 shares; 2026Q1: 1,492 shares; 2026Q2: 1,527 shares 1,527 $860K 0.27% +35 Timeline XSHQ 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: not reported; 2025Q1: not reported; 2025Q2: 10,896 shares; 2025Q3: 12,585 shares; 2025Q4: 16,313 shares; 2026Q1: 17,502 shares; 2026Q2: 17,629 shares 17,629 $852K 0.27% +127 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,502 shares; 2024Q4: 8,502 shares; 2025Q1: 8,502 shares; 2025Q2: 8,502 shares; 2025Q3: 8,502 shares; 2025Q4: 8,502 shares; 2026Q1: 8,502 shares; 2026Q2: 8,389 shares 8,389 $814K 0.26% -113 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,887 shares; 2024Q4: 2,894 shares; 2025Q1: 2,882 shares; 2025Q2: 2,868 shares; 2025Q3: 2,818 shares; 2025Q4: 2,756 shares; 2026Q1: 2,732 shares; 2026Q2: 2,657 shares 2,657 $798K 0.25% -75 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: 40,443 shares; 2024Q4: 40,781 shares; 2025Q1: 18,154 shares; 2025Q2: 18,302 shares; 2025Q3: 18,233 shares; 2025Q4: 18,840 shares; 2026Q1: 18,768 shares; 2026Q2: 18,886 shares 18,886 $797K 0.25% +118 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: 771 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 770 shares; 2026Q1: 1,005 shares; 2026Q2: 1,005 shares 1,005 $741K 0.24% 0 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: not reported; 2026Q1: 1,592 shares; 2026Q2: 1,592 shares 1,592 $690K 0.22% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,602 shares; 2024Q4: 12,781 shares; 2025Q1: 12,769 shares; 2025Q2: 13,365 shares; 2025Q3: 13,575 shares; 2025Q4: 16,360 shares; 2026Q1: 16,479 shares; 2026Q2: 16,489 shares 16,489 $652K 0.21% +10 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,347 shares; 2025Q3: 10,426 shares; 2025Q4: 10,454 shares; 2026Q1: 10,587 shares; 2026Q2: 10,210 shares 10,210 $635K 0.2% -377 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: 6,655 shares; 2024Q4: 6,801 shares; 2025Q1: 6,664 shares; 2025Q2: 6,684 shares; 2025Q3: 6,697 shares; 2025Q4: 6,710 shares; 2026Q1: 6,726 shares; 2026Q2: 6,869 shares 6,869 $634K 0.2% +143 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: 5,864 shares; 2024Q4: 5,887 shares; 2025Q1: 5,910 shares; 2025Q2: 5,936 shares; 2025Q3: 5,948 shares; 2025Q4: 5,834 shares; 2026Q1: 5,859 shares; 2026Q2: 5,896 shares 5,896 $628K 0.2% +37 Timeline SPGP 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,176 shares; 2026Q1: 3,147 shares; 2026Q2: 5,039 shares 5,039 $616K 0.2% +1,892 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,451 shares; 2024Q4: 33,382 shares; 2025Q1: 35,860 shares; 2025Q2: 44,941 shares; 2025Q3: 43,920 shares; 2025Q4: 37,246 shares; 2026Q1: 34,171 shares; 2026Q2: 23,533 shares 23,533 $616K 0.2% -10,638 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,457 shares; 2024Q4: 2,527 shares; 2025Q1: 2,532 shares; 2025Q2: 2,555 shares; 2025Q3: 2,577 shares; 2025Q4: 2,539 shares; 2026Q1: 4,465 shares; 2026Q2: 4,522 shares 4,522 $612K 0.19% +57 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: 9,972 shares; 2024Q4: 14,913 shares; 2025Q1: 14,353 shares; 2025Q2: 14,582 shares; 2025Q3: 13,871 shares; 2025Q4: 16,286 shares; 2026Q1: 16,176 shares; 2026Q2: 12,800 shares 12,800 $611K 0.19% -3,376 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,672 shares; 2024Q4: 3,734 shares; 2025Q1: 3,731 shares; 2025Q2: 3,752 shares; 2025Q3: 3,772 shares; 2025Q4: 3,860 shares; 2026Q1: 3,860 shares; 2026Q2: 3,881 shares 3,881 $599K 0.19% +21 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,841 shares; 2024Q4: 14,721 shares; 2025Q1: 13,347 shares; 2025Q2: 12,739 shares; 2025Q3: 12,161 shares; 2025Q4: 11,440 shares; 2026Q1: 7,492 shares; 2026Q2: 5,633 shares 5,633 $576K 0.18% -1,859 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,427 shares; 2024Q4: 6,456 shares; 2025Q1: 6,489 shares; 2025Q2: 7,052 shares; 2025Q3: 7,080 shares; 2025Q4: 7,104 shares; 2026Q1: 7,132 shares; 2026Q2: 7,159 shares 7,159 $565K 0.18% +27 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,576 shares; 2025Q2: 14,264 shares; 2025Q3: 11,138 shares; 2025Q4: 10,373 shares; 2026Q1: 5,883 shares; 2026Q2: 5,443 shares 5,443 $551K 0.18% -440 Timeline SOXX 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: 820 shares; 2026Q2: 820 shares 820 $525K 0.17% 0 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,241 shares; 2024Q4: 5,245 shares; 2025Q1: 5,248 shares; 2025Q2: 5,256 shares; 2025Q3: 5,256 shares; 2025Q4: 5,260 shares; 2026Q1: 5,265 shares; 2026Q2: 5,270 shares 5,270 $520K 0.17% +5 Timeline AME AMETEK INC More: the full row for AMETEK 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: 2,105 shares; 2026Q2: 2,105 shares 2,105 $509K 0.16% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 1,125 shares 1,125 $507K 0.16% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,293 shares; 2024Q4: 7,340 shares; 2025Q1: 7,401 shares; 2025Q2: 8,504 shares; 2025Q3: 8,504 shares; 2025Q4: 8,566 shares; 2026Q1: 8,621 shares; 2026Q2: 8,687 shares 8,687 $507K 0.16% +66 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,899 shares; 2024Q4: 47,026 shares; 2025Q1: 34,321 shares; 2025Q2: 14,073 shares; 2025Q3: 15,522 shares; 2025Q4: 24,494 shares; 2026Q1: 21,987 shares; 2026Q2: 9,829 shares 9,829 $497K 0.16% -12,158 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,760 shares; 2024Q4: 7,894 shares; 2025Q1: 8,783 shares; 2025Q2: 8,713 shares; 2025Q3: 7,885 shares; 2025Q4: 7,996 shares; 2026Q1: 7,996 shares; 2026Q2: 7,237 shares 7,237 $495K 0.16% -759 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,377 shares; 2026Q2: 1,378 shares 1,378 $486K 0.15% +1 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,119 shares; 2024Q4: 6,156 shares; 2025Q1: 5,478 shares; 2025Q2: 5,522 shares; 2025Q3: 5,557 shares; 2025Q4: 5,603 shares; 2026Q1: 5,647 shares; 2026Q2: 5,685 shares 5,685 $474K 0.15% +38 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: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 639 shares; 2026Q2: 639 shares 639 $462K 0.15% 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: 9,128 shares; 2025Q1: 9,559 shares; 2025Q2: 10,569 shares; 2025Q3: 11,227 shares; 2025Q4: 12,902 shares; 2026Q1: 12,965 shares; 2026Q2: 13,165 shares 13,165 $461K 0.15% +200 Timeline IGV 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: 1,991 shares; 2025Q3: 1,991 shares; 2025Q4: not reported; 2026Q1: 5,090 shares; 2026Q2: 5,090 shares 5,090 $461K 0.15% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,911 shares 13,911 $441K 0.14% new 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: 6,188 shares; 2024Q4: 6,311 shares; 2025Q1: 6,425 shares; 2025Q2: 7,145 shares; 2025Q3: 7,208 shares; 2025Q4: 7,346 shares; 2026Q1: 7,489 shares; 2026Q2: 7,657 shares 7,657 $432K 0.14% +168 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: 1,150 shares; 2024Q4: 1,180 shares; 2025Q1: 1,185 shares; 2025Q2: 1,186 shares; 2025Q3: 1,187 shares; 2025Q4: 1,507 shares; 2026Q1: 1,510 shares; 2026Q2: 1,513 shares 1,513 $425K 0.14% +3 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC 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: 821 shares; 2026Q2: 828 shares 828 $416K 0.13% +7 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,629 shares; 2026Q2: 8,277 shares 8,277 $412K 0.13% +2,648 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,390 shares; 2026Q2: 3,430 shares 3,430 $402K 0.13% +40 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,654 shares; 2024Q4: 3,659 shares; 2025Q1: 3,742 shares; 2025Q2: 3,746 shares; 2025Q3: 3,749 shares; 2025Q4: 3,753 shares; 2026Q1: 3,865 shares; 2026Q2: 4,068 shares 4,068 $400K 0.13% +203 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,398 shares; 2026Q2: 2,399 shares 2,399 $398K 0.13% +1 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $379K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 885 shares; 2026Q2: 906 shares 906 $377K 0.12% +21 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,781 shares; 2026Q2: 2,042 shares 2,042 $361K 0.11% +261 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 3,776 shares; 2025Q1: 3,781 shares; 2025Q2: 3,786 shares; 2025Q3: 3,792 shares; 2025Q4: 3,797 shares; 2026Q1: 3,805 shares; 2026Q2: 3,813 shares 3,813 $350K 0.11% +8 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 720 shares; 2025Q4: 763 shares; 2026Q1: 987 shares; 2026Q2: 822 shares 822 $346K 0.11% -165 Timeline IVSI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 7,059 shares; 2026Q2: 7,059 shares 7,059 $326K 0.1% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,770 shares; 2024Q4: 8,800 shares; 2025Q1: 8,825 shares; 2025Q2: 8,878 shares; 2025Q3: 4,240 shares; 2025Q4: 4,262 shares; 2026Q1: 4,273 shares; 2026Q2: 4,312 shares 4,312 $326K 0.1% +39 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: 2,915 shares; 2024Q4: 2,915 shares; 2025Q1: 2,915 shares; 2025Q2: 2,915 shares; 2025Q3: 2,915 shares; 2025Q4: 2,915 shares; 2026Q1: 2,916 shares; 2026Q2: 2,916 shares 2,916 $322K 0.1% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,292 shares; 2026Q2: 4,346 shares 4,346 $319K 0.1% -2,946 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,040 shares; 2025Q2: 10,945 shares; 2025Q3: 9,427 shares; 2025Q4: 9,061 shares; 2026Q1: 7,229 shares; 2026Q2: 6,322 shares 6,322 $319K 0.1% -907 Timeline SMLF 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: 3,392 shares; 2026Q2: 3,440 shares 3,440 $307K 0.1% +48 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 684 shares 684 $295K 0.09% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 930 shares; 2026Q2: 930 shares 930 $294K 0.09% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,490 shares; 2024Q4: 6,641 shares; 2025Q1: 6,717 shares; 2025Q2: 7,310 shares; 2025Q3: 7,351 shares; 2025Q4: 7,521 shares; 2026Q1: 7,605 shares; 2026Q2: 7,738 shares 7,738 $286K 0.09% +133 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,022 shares; 2024Q4: 63,193 shares; 2025Q1: 14,016 shares; 2025Q2: 8,805 shares; 2025Q3: 7,481 shares; 2025Q4: 5,979 shares; 2026Q1: 9,138 shares; 2026Q2: 5,738 shares 5,738 $286K 0.09% -3,400 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,455 shares; 2024Q4: 4,455 shares; 2025Q1: 4,455 shares; 2025Q2: 4,455 shares; 2025Q3: 4,455 shares; 2025Q4: 6,688 shares; 2026Q1: 6,688 shares; 2026Q2: 6,688 shares 6,688 $285K 0.09% 0 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,589 shares; 2025Q2: 7,069 shares; 2025Q3: 7,069 shares; 2025Q4: 7,069 shares; 2026Q1: 7,069 shares; 2026Q2: 7,554 shares 7,554 $273K 0.09% +485 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,399 shares; 2025Q4: 6,399 shares; 2026Q1: 6,466 shares; 2026Q2: 6,531 shares 6,531 $265K 0.08% +65 Timeline RSPT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $258K 0.08% new Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,205 shares; 2025Q3: 7,205 shares; 2025Q4: 7,205 shares; 2026Q1: 7,205 shares; 2026Q2: 7,205 shares 7,205 $248K 0.08% 0 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 7,308 shares; 2025Q4: 7,335 shares; 2026Q1: 7,351 shares; 2026Q2: 7,351 shares 7,351 $245K 0.08% 0 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 6,841 shares; 2026Q1: 6,860 shares; 2026Q2: 6,860 shares 6,860 $245K 0.08% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 977 shares; 2025Q4: 977 shares; 2026Q1: 989 shares; 2026Q2: 992 shares 992 $241K 0.08% +3 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: not reported; 2026Q1: not reported; 2026Q2: 204 shares 204 $236K 0.07% new Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,066 shares 3,066 $235K 0.07% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,497 shares; 2024Q4: 3,542 shares; 2025Q1: 3,565 shares; 2025Q2: 3,551 shares; 2025Q3: 3,342 shares; 2025Q4: 3,023 shares; 2026Q1: 3,038 shares; 2026Q2: 3,056 shares 3,056 $234K 0.07% +18 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY 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: 2,655 shares; 2026Q2: 2,655 shares 2,655 $233K 0.07% 0 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: 1,880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,787 shares; 2026Q2: 1,799 shares 1,799 $233K 0.07% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,280 shares; 2026Q2: 4,280 shares 4,280 $227K 0.07% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,584 shares; 2026Q2: 2,505 shares 2,505 $227K 0.07% -79 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: 434 shares; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 434 shares; 2026Q2: 434 shares 434 $221K 0.07% 0 Timeline VOX 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,122 shares; 2026Q2: 1,125 shares 1,125 $207K 0.07% +3 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 975 shares; 2024Q4: 980 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 604 shares 604 $206K 0.07% new Timeline