ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 525,408 shares; 2025Q2: 816,665 shares; 2025Q3: 930,417 shares; 2025Q4: 997,939 shares; 2026Q1: 1,107,276 shares; 2026Q2: 1,100,577 shares 1,100,577 $181M 15.74% -6,699 Timeline PICB 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: 569,197 shares; 2024Q4: 670,634 shares; 2025Q1: 746,794 shares; 2025Q2: 798,775 shares; 2025Q3: 1,437,559 shares; 2025Q4: 2,867,312 shares; 2026Q1: 3,676,200 shares; 2026Q2: 4,499,641 shares 4,499,641 $104M 9.07% +823,441 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: 1,218,621 shares; 2024Q4: 1,316,265 shares; 2025Q1: 1,305,869 shares; 2025Q2: 1,197,908 shares; 2025Q3: 1,156,441 shares; 2025Q4: 1,114,111 shares; 2026Q1: 1,128,295 shares; 2026Q2: 1,074,057 shares 1,074,057 $76.5M 6.66% -54,238 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: 365,823 shares; 2024Q4: 364,013 shares; 2025Q1: 216,132 shares; 2025Q2: 209,124 shares; 2025Q3: 205,137 shares; 2025Q4: 198,899 shares; 2026Q1: 206,819 shares; 2026Q2: 206,445 shares 206,445 $76.4M 6.65% -374 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353,359 shares; 2024Q4: 2,179,540 shares; 2025Q1: 2,230,507 shares; 2025Q2: 2,202,075 shares; 2025Q3: 2,059,056 shares; 2025Q4: 1,754,195 shares; 2026Q1: 1,462,142 shares; 2026Q2: 970,303 shares 970,303 $48.8M 4.25% -491,839 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: 112,485 shares; 2024Q4: 127,747 shares; 2025Q1: 119,291 shares; 2025Q2: 113,591 shares; 2025Q3: 100,390 shares; 2025Q4: 118,254 shares; 2026Q1: 120,855 shares; 2026Q2: 133,626 shares 133,626 $47.2M 4.11% +12,771 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,559 shares; 2024Q4: 32,896 shares; 2025Q1: 32,261 shares; 2025Q2: 185,219 shares; 2025Q3: 321,667 shares; 2025Q4: 381,918 shares; 2026Q1: 556,988 shares; 2026Q2: 943,490 shares 943,490 $46.6M 4.06% +386,502 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581,070 shares; 2024Q4: 979,438 shares; 2025Q1: 1,027,061 shares; 2025Q2: 1,068,816 shares; 2025Q3: 1,199,167 shares; 2025Q4: 1,256,294 shares; 2026Q1: 1,204,595 shares; 2026Q2: 1,018,696 shares 1,018,696 $42.7M 3.72% -185,899 Timeline VGK 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: 351,335 shares; 2024Q4: 363,894 shares; 2025Q1: 363,504 shares; 2025Q2: 368,777 shares; 2025Q3: 379,390 shares; 2025Q4: 378,303 shares; 2026Q1: 396,087 shares; 2026Q2: 405,842 shares 405,842 $35.9M 3.13% +9,755 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 463,258 shares; 2024Q4: 485,699 shares; 2025Q1: 493,785 shares; 2025Q2: 494,544 shares; 2025Q3: 511,321 shares; 2025Q4: 515,357 shares; 2026Q1: 538,845 shares; 2026Q2: 538,659 shares 538,659 $32.2M 2.8% -186 Timeline VPL 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: 256,999 shares; 2024Q4: 256,965 shares; 2025Q1: 252,729 shares; 2025Q2: 244,106 shares; 2025Q3: 242,079 shares; 2025Q4: 231,520 shares; 2026Q1: 251,946 shares; 2026Q2: 263,678 shares 263,678 $30.5M 2.66% +11,732 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: 373,618 shares; 2024Q4: 391,715 shares; 2025Q1: 399,852 shares; 2025Q2: 388,887 shares; 2025Q3: 399,898 shares; 2025Q4: 408,871 shares; 2026Q1: 389,339 shares; 2026Q2: 366,497 shares 366,497 $30.2M 2.63% -22,842 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204,728 shares; 2026Q2: 570,525 shares 570,525 $29.1M 2.54% +365,797 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,263,749 shares; 2024Q4: 1,310,146 shares; 2025Q1: 1,201,229 shares; 2025Q2: 1,142,036 shares; 2025Q3: 1,286,346 shares; 2025Q4: 1,449,088 shares; 2026Q1: 1,587,632 shares; 2026Q2: 1,530,332 shares 1,530,332 $27.3M 2.38% -57,300 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,861 shares; 2024Q4: 346,208 shares; 2025Q1: 345,050 shares; 2025Q2: 286,016 shares; 2025Q3: 267,176 shares; 2025Q4: 275,203 shares; 2026Q1: 252,569 shares; 2026Q2: 227,275 shares 227,275 $22.5M 1.96% -25,294 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,977 shares; 2024Q4: 416,248 shares; 2025Q1: 232,800 shares; 2025Q2: 201,366 shares; 2025Q3: 193,014 shares; 2025Q4: 181,298 shares; 2026Q1: 178,650 shares; 2026Q2: 175,042 shares 175,042 $22.4M 1.95% -3,608 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: 90,642 shares; 2024Q4: 77,411 shares; 2025Q1: 73,810 shares; 2025Q2: 72,231 shares; 2025Q3: 80,112 shares; 2025Q4: 77,591 shares; 2026Q1: 79,483 shares; 2026Q2: 67,484 shares 67,484 $19.5M 1.7% -11,999 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: 11,616 shares; 2024Q4: 233,977 shares; 2025Q1: 318,774 shares; 2025Q2: 401,786 shares; 2025Q3: 461,886 shares; 2025Q4: 490,135 shares; 2026Q1: 499,562 shares; 2026Q2: 502,319 shares 502,319 $17.6M 1.53% +2,757 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: 22,694 shares; 2024Q4: 23,186 shares; 2025Q1: 24,578 shares; 2025Q2: 23,766 shares; 2025Q3: 24,392 shares; 2025Q4: 25,380 shares; 2026Q1: 43,969 shares; 2026Q2: 44,118 shares 44,118 $16.5M 1.43% +149 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,337 shares; 2024Q4: 41,212 shares; 2025Q1: 38,535 shares; 2025Q2: 39,424 shares; 2025Q3: 38,808 shares; 2025Q4: 36,835 shares; 2026Q1: 35,098 shares; 2026Q2: 35,804 shares 35,804 $15.3M 1.33% +706 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446,266 shares; 2024Q4: 478,593 shares; 2025Q1: 495,849 shares; 2025Q2: 272,580 shares; 2025Q3: 204,363 shares; 2025Q4: 159,781 shares; 2026Q1: 149,422 shares; 2026Q2: 134,068 shares 134,068 $13.9M 1.21% -15,354 Timeline IEUR 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: 38,500 shares; 2025Q3: 93,027 shares; 2025Q4: 123,282 shares; 2026Q1: 153,598 shares; 2026Q2: 175,982 shares 175,982 $13.2M 1.15% +22,384 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: 24,691 shares; 2024Q4: 27,252 shares; 2025Q1: 27,877 shares; 2025Q2: 27,400 shares; 2025Q3: 28,585 shares; 2025Q4: 33,383 shares; 2026Q1: 34,343 shares; 2026Q2: 35,636 shares 35,636 $12.7M 1.11% +1,293 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,488 shares; 2025Q3: 319,479 shares; 2025Q4: 361,795 shares; 2026Q1: 301,632 shares; 2026Q2: 272,363 shares 272,363 $12.6M 1.09% -29,269 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,052 shares; 2024Q4: 109,963 shares; 2025Q1: 123,918 shares; 2025Q2: 135,349 shares; 2025Q3: 179,433 shares; 2025Q4: 189,214 shares; 2026Q1: 230,239 shares; 2026Q2: 234,724 shares 234,724 $11.9M 1.04% +4,485 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: 118,814 shares; 2024Q4: 124,254 shares; 2025Q1: 119,094 shares; 2025Q2: 118,731 shares; 2025Q3: 116,193 shares; 2025Q4: 118,355 shares; 2026Q1: 116,587 shares; 2026Q2: 114,019 shares 114,019 $11M 0.96% -2,568 Timeline PFF 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: 73,413 shares; 2025Q2: 118,197 shares; 2025Q3: 162,532 shares; 2025Q4: 206,740 shares; 2026Q1: 186,725 shares; 2026Q2: 297,175 shares 297,175 $9.06M 0.79% +110,450 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: 13,990 shares; 2024Q4: 11,058 shares; 2025Q1: 11,058 shares; 2025Q2: 11,118 shares; 2025Q3: 12,191 shares; 2025Q4: 14,549 shares; 2026Q1: 12,711 shares; 2026Q2: 12,674 shares 12,674 $8.7M 0.76% -37 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: 99,272 shares; 2024Q4: 183,747 shares; 2025Q1: 188,857 shares; 2025Q2: 193,543 shares; 2025Q3: 190,640 shares; 2025Q4: 187,605 shares; 2026Q1: 163,111 shares; 2026Q2: 106,623 shares 106,623 $7.83M 0.68% -56,488 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,698 shares; 2024Q4: 79,948 shares; 2025Q1: 80,268 shares; 2025Q2: 79,868 shares; 2025Q3: 79,855 shares; 2025Q4: 79,855 shares; 2026Q1: 79,855 shares; 2026Q2: 83,725 shares 83,725 $7.16M 0.62% +3,870 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: 127,192 shares; 2024Q4: 70,666 shares; 2025Q1: 53,522 shares; 2025Q2: 50,629 shares; 2025Q3: 46,764 shares; 2025Q4: 45,290 shares; 2026Q1: 44,941 shares; 2026Q2: 42,809 shares 42,809 $6.61M 0.58% -2,132 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,068 shares; 2025Q3: 67,111 shares; 2025Q4: 69,937 shares; 2026Q1: 67,812 shares; 2026Q2: 68,555 shares 68,555 $6.1M 0.53% +743 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: 20,836 shares; 2024Q4: 23,531 shares; 2025Q1: 24,265 shares; 2025Q2: 23,106 shares; 2025Q3: 24,797 shares; 2025Q4: 23,961 shares; 2026Q1: 22,453 shares; 2026Q2: 20,252 shares 20,252 $4.83M 0.42% -2,201 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: 9,979 shares; 2024Q4: 8,593 shares; 2025Q1: 7,053 shares; 2025Q2: 7,252 shares; 2025Q3: 6,147 shares; 2025Q4: 5,900 shares; 2026Q1: 7,479 shares; 2026Q2: 8,172 shares 8,172 $4.6M 0.4% +693 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: 8,418 shares; 2024Q4: 9,280 shares; 2025Q1: 10,267 shares; 2025Q2: 10,086 shares; 2025Q3: 14,870 shares; 2025Q4: 15,995 shares; 2026Q1: 20,027 shares; 2026Q2: 21,939 shares 21,939 $4.39M 0.38% +1,912 Timeline VT 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: 22,683 shares; 2024Q4: 24,218 shares; 2025Q1: 23,344 shares; 2025Q2: 23,393 shares; 2025Q3: 24,775 shares; 2025Q4: 24,841 shares; 2026Q1: 24,923 shares; 2026Q2: 24,297 shares 24,297 $3.81M 0.33% -626 Timeline ELM SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 122,620 shares; 2026Q1: 129,100 shares; 2026Q2: 129,100 shares 129,100 $3.78M 0.33% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,072 shares; 2025Q1: 22,083 shares; 2025Q2: 20,109 shares; 2025Q3: 19,518 shares; 2025Q4: 19,394 shares; 2026Q1: 17,422 shares; 2026Q2: 17,755 shares 17,755 $3.21M 0.28% +333 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,917 shares; 2024Q4: 10,798 shares; 2025Q1: 10,644 shares; 2025Q2: 10,574 shares; 2025Q3: 10,603 shares; 2025Q4: 9,962 shares; 2026Q1: 10,787 shares; 2026Q2: 10,555 shares 10,555 $3.2M 0.28% -232 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: not reported; 2024Q4: 1,254 shares; 2025Q1: 3,309 shares; 2025Q2: 12,518 shares; 2025Q3: 12,384 shares; 2025Q4: 11,511 shares; 2026Q1: 11,031 shares; 2026Q2: 9,168 shares 9,168 $2.75M 0.24% -1,863 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: 4,812 shares; 2024Q4: 4,835 shares; 2025Q1: 4,647 shares; 2025Q2: 5,219 shares; 2025Q3: 5,194 shares; 2025Q4: 5,311 shares; 2026Q1: 5,192 shares; 2026Q2: 5,303 shares 5,303 $2.65M 0.23% +111 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: 1,758 shares; 2025Q4: 1,798 shares; 2026Q1: 1,902 shares; 2026Q2: 2,097 shares 2,097 $2.42M 0.21% +195 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,535 shares; 2025Q1: 5,407 shares; 2025Q2: 29,066 shares; 2025Q3: 29,129 shares; 2025Q4: 29,814 shares; 2026Q1: 28,028 shares; 2026Q2: 27,820 shares 27,820 $2.3M 0.2% -208 Timeline CADL CANDEL THERAPEUTICS INC More: the full row for CANDEL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196,631 shares; 2025Q3: 198,175 shares; 2025Q4: 198,175 shares; 2026Q1: 198,175 shares; 2026Q2: 198,175 shares 198,175 $2.04M 0.18% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 769 shares; 2024Q4: 714 shares; 2025Q1: 1,661 shares; 2025Q2: 1,954 shares; 2025Q3: 2,996 shares; 2025Q4: 2,804 shares; 2026Q1: 2,738 shares; 2026Q2: 2,707 shares 2,707 $2.02M 0.18% -31 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: 2,673 shares; 2025Q2: 2,695 shares; 2025Q3: 3,237 shares; 2025Q4: 3,493 shares; 2026Q1: 4,120 shares; 2026Q2: 4,465 shares 4,465 $1.69M 0.15% +345 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: 5,471 shares; 2024Q4: 5,672 shares; 2025Q1: 6,043 shares; 2025Q2: 6,263 shares; 2025Q3: 8,043 shares; 2025Q4: 11,259 shares; 2026Q1: 9,584 shares; 2026Q2: 9,528 shares 9,528 $1.58M 0.14% -56 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares; 2026Q2: 3,850 shares 3,850 $1.58M 0.14% 0 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,103 shares; 2024Q4: 22,536 shares; 2025Q1: 23,405 shares; 2025Q2: 23,726 shares; 2025Q3: 25,781 shares; 2025Q4: 25,781 shares; 2026Q1: 25,926 shares; 2026Q2: 27,362 shares 27,362 $1.43M 0.12% +1,436 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: 2,085 shares; 2024Q4: 2,230 shares; 2025Q1: 2,924 shares; 2025Q2: 2,068 shares; 2025Q3: 2,243 shares; 2025Q4: 2,241 shares; 2026Q1: 1,866 shares; 2026Q2: 1,855 shares 1,855 $1.37M 0.12% -11 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: 1,619 shares; 2024Q4: 939 shares; 2025Q1: 1,563 shares; 2025Q2: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares; 2026Q1: 1,788 shares; 2026Q2: 1,788 shares 1,788 $1.34M 0.12% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,416 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,524 shares; 2026Q1: 1,845 shares; 2026Q2: 2,219 shares 2,219 $1.29M 0.11% +374 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: 3,680 shares; 2024Q4: 5,244 shares; 2025Q1: 3,810 shares; 2025Q2: 3,451 shares; 2025Q3: 3,632 shares; 2025Q4: 3,883 shares; 2026Q1: 3,708 shares; 2026Q2: 3,885 shares 3,885 $1.27M 0.11% +177 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,495 shares; 2024Q4: 4,482 shares; 2025Q1: 4,482 shares; 2025Q2: 4,482 shares; 2025Q3: 4,663 shares; 2025Q4: 4,736 shares; 2026Q1: 4,736 shares; 2026Q2: 4,737 shares 4,737 $1.17M 0.1% +1 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: 5,223 shares; 2024Q4: 5,099 shares; 2025Q1: 6,525 shares; 2025Q2: 6,548 shares; 2025Q3: 6,851 shares; 2025Q4: 6,848 shares; 2026Q1: 7,098 shares; 2026Q2: 8,164 shares 8,164 $1.12M 0.1% +1,066 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,911 shares; 2024Q4: 3,507 shares; 2025Q1: 4,065 shares; 2025Q2: 4,338 shares; 2025Q3: 3,927 shares; 2025Q4: 3,868 shares; 2026Q1: 3,939 shares; 2026Q2: 4,146 shares 4,146 $1.04M 0.09% +207 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: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 3,613 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 4,700 shares; 2026Q1: 5,126 shares; 2026Q2: 2,412 shares 2,412 $1.04M 0.09% -2,714 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: 3,375 shares; 2024Q4: 3,290 shares; 2025Q1: 2,796 shares; 2025Q2: 2,260 shares; 2025Q3: 2,188 shares; 2025Q4: 2,018 shares; 2026Q1: 2,097 shares; 2026Q2: 3,061 shares 3,061 $1.04M 0.09% +964 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,038 shares; 2024Q4: 25,088 shares; 2025Q1: 25,791 shares; 2025Q2: 27,921 shares; 2025Q3: 26,050 shares; 2025Q4: 22,309 shares; 2026Q1: 22,286 shares; 2026Q2: 21,255 shares 21,255 $991K 0.09% -1,031 Timeline IPAC 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: 10,635 shares; 2025Q3: 10,635 shares; 2025Q4: 11,574 shares; 2026Q1: 11,574 shares; 2026Q2: 11,574 shares 11,574 $948K 0.08% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,642 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,390 shares; 2025Q4: 1,439 shares; 2026Q1: 1,715 shares; 2026Q2: 10,920 shares 10,920 $941K 0.08% +9,205 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,737 shares; 2024Q4: 1,684 shares; 2025Q1: 1,824 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,782 shares; 2026Q1: 1,951 shares; 2026Q2: 1,914 shares 1,914 $914K 0.08% -37 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,292 shares; 2024Q4: 8,309 shares; 2025Q1: 8,351 shares; 2025Q2: 8,400 shares; 2025Q3: 8,586 shares; 2025Q4: 8,430 shares; 2026Q1: 8,572 shares; 2026Q2: 8,744 shares 8,744 $909K 0.08% +172 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,569 shares; 2024Q4: 6,775 shares; 2025Q1: 6,790 shares; 2025Q2: 6,581 shares; 2025Q3: 6,178 shares; 2025Q4: 6,187 shares; 2026Q1: 6,265 shares; 2026Q2: 6,126 shares 6,126 $898K 0.08% -139 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,939 shares; 2025Q1: 19,316 shares; 2025Q2: 51,836 shares; 2025Q3: 51,162 shares; 2025Q4: 51,162 shares; 2026Q1: 48,804 shares; 2026Q2: 49,731 shares 49,731 $889K 0.08% +927 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569 shares; 2024Q4: 576 shares; 2025Q1: 598 shares; 2025Q2: 585 shares; 2025Q3: 653 shares; 2025Q4: 727 shares; 2026Q1: 789 shares; 2026Q2: 865 shares 865 $875K 0.08% +76 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D 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: 414 shares; 2026Q2: 416 shares 416 $866K 0.08% +2 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 15,823 shares; 2025Q4: 4,879 shares; 2026Q1: 4,905 shares; 2026Q2: 4,920 shares 4,920 $854K 0.07% +15 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: 690 shares; 2024Q4: 694 shares; 2025Q1: 929 shares; 2025Q2: 909 shares; 2025Q3: 924 shares; 2025Q4: 961 shares; 2026Q1: 977 shares; 2026Q2: 909 shares 909 $850K 0.07% -68 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223 shares; 2025Q4: 226 shares; 2026Q1: 238 shares; 2026Q2: 2,795 shares 2,795 $843K 0.07% +2,557 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,553 shares; 2026Q2: 11,578 shares 11,578 $833K 0.07% +25 Timeline TAXM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,350 shares; 2026Q2: 15,837 shares 15,837 $800K 0.07% +9,487 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: 856 shares; 2024Q4: 738 shares; 2025Q1: 945 shares; 2025Q2: 762 shares; 2025Q3: 1,075 shares; 2025Q4: 968 shares; 2026Q1: 1,219 shares; 2026Q2: 2,180 shares 2,180 $769K 0.07% +961 Timeline VANI VIVANI MEDICAL INC More: the full row for VIVANI MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303,000 shares; 2024Q4: 1,223,823 shares; 2025Q1: 1,223,823 shares; 2025Q2: 1,021,169 shares; 2025Q3: 1,021,169 shares; 2025Q4: 739,160 shares; 2026Q1: 641,085 shares; 2026Q2: 607,276 shares 607,276 $753K 0.07% -33,809 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 reported; 2024Q4: not reported; 2025Q1: 314 shares; 2025Q2: 280 shares; 2025Q3: 385 shares; 2025Q4: 395 shares; 2026Q1: 559 shares; 2026Q2: 610 shares 610 $732K 0.06% +51 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,003 shares; 2024Q4: 17,003 shares; 2025Q1: 14,690 shares; 2025Q2: 14,690 shares; 2025Q3: 14,853 shares; 2025Q4: 14,853 shares; 2026Q1: 14,853 shares; 2026Q2: 15,090 shares 15,090 $716K 0.06% +237 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: 2,729 shares; 2024Q4: 3,005 shares; 2025Q1: 2,729 shares; 2025Q2: 2,508 shares; 2025Q3: 2,789 shares; 2025Q4: 2,562 shares; 2026Q1: 3,195 shares; 2026Q2: 2,999 shares 2,999 $710K 0.06% -196 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988 shares; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 988 shares; 2026Q2: 988 shares 988 $695K 0.06% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,228 shares; 2024Q4: 2,457 shares; 2025Q1: 2,688 shares; 2025Q2: 2,665 shares; 2025Q3: 2,779 shares; 2025Q4: 2,900 shares; 2026Q1: 3,103 shares; 2026Q2: 3,288 shares 3,288 $687K 0.06% +185 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,885 shares 15,885 $653K 0.06% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 305 shares; 2026Q2: 326 shares 326 $649K 0.06% +21 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: 1,756 shares; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 688 shares; 2025Q4: 811 shares; 2026Q1: 1,182 shares; 2026Q2: 1,528 shares 1,528 $643K 0.06% +346 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: 789 shares; 2024Q4: 736 shares; 2025Q1: 1,126 shares; 2025Q2: 942 shares; 2025Q3: 1,643 shares; 2025Q4: 1,560 shares; 2026Q1: 1,760 shares; 2026Q2: 1,849 shares 1,849 $634K 0.06% +89 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 756 shares; 2026Q2: 851 shares 851 $615K 0.05% +95 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,754 shares; 2024Q4: 2,754 shares; 2025Q1: 2,664 shares; 2025Q2: 2,675 shares; 2025Q3: 1,588 shares; 2025Q4: 1,542 shares; 2026Q1: 1,554 shares; 2026Q2: 1,642 shares 1,642 $609K 0.05% +88 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: 28,763 shares; 2024Q4: 26,883 shares; 2025Q1: 23,943 shares; 2025Q2: 22,347 shares; 2025Q3: 19,814 shares; 2025Q4: 16,015 shares; 2026Q1: 15,007 shares; 2026Q2: 15,010 shares 15,010 $604K 0.05% +3 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: 2,089 shares; 2025Q3: 2,196 shares; 2025Q4: 4,167 shares; 2026Q1: 4,700 shares; 2026Q2: 5,260 shares 5,260 $596K 0.05% +560 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 413 shares; 2026Q1: 509 shares; 2026Q2: 553 shares 553 $589K 0.05% +44 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: 1,280 shares; 2024Q4: not reported; 2025Q1: 1,444 shares; 2025Q2: 1,473 shares; 2025Q3: 1,431 shares; 2025Q4: 2,301 shares; 2026Q1: 2,362 shares; 2026Q2: 2,245 shares 2,245 $570K 0.05% -117 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,280 shares; 2024Q4: 3,288 shares; 2025Q1: 3,388 shares; 2025Q2: 3,413 shares; 2025Q3: 3,317 shares; 2025Q4: 3,326 shares; 2026Q1: 3,326 shares; 2026Q2: 3,341 shares 3,341 $565K 0.05% +15 Timeline KBWB 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: 6,057 shares; 2025Q1: 6,057 shares; 2025Q2: 6,057 shares; 2025Q3: 6,057 shares; 2025Q4: 6,057 shares; 2026Q1: 6,057 shares; 2026Q2: 6,057 shares 6,057 $563K 0.05% 0 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: 4,297 shares; 2024Q4: 3,542 shares; 2025Q1: 4,003 shares; 2025Q2: 4,003 shares; 2025Q3: 3,298 shares; 2025Q4: 3,298 shares; 2026Q1: 3,319 shares; 2026Q2: 3,319 shares 3,319 $543K 0.05% 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: 1,088 shares; 2026Q2: 1,232 shares 1,232 $534K 0.05% +144 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,981 shares; 2024Q4: 33,980 shares; 2025Q1: 33,993 shares; 2025Q2: 34,053 shares; 2025Q3: 34,317 shares; 2025Q4: 12,409 shares; 2026Q1: 12,445 shares; 2026Q2: 6,507 shares 6,507 $523K 0.05% -5,938 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283 shares; 2024Q4: 319 shares; 2025Q1: 347 shares; 2025Q2: 358 shares; 2025Q3: 669 shares; 2025Q4: 6,744 shares; 2026Q1: 6,034 shares; 2026Q2: 7,117 shares 7,117 $508K 0.04% +1,083 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,633 shares 3,633 $507K 0.04% new 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: 534 shares; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 4,232 shares 4,232 $506K 0.04% +3,656 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,146 shares; 2024Q4: 2,101 shares; 2025Q1: 2,831 shares; 2025Q2: 2,831 shares; 2025Q3: 2,817 shares; 2025Q4: 2,756 shares; 2026Q1: 3,222 shares; 2026Q2: 3,433 shares 3,433 $503K 0.04% +211 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: 1,008 shares; 2024Q4: 928 shares; 2025Q1: 1,025 shares; 2025Q2: 839 shares; 2025Q3: 864 shares; 2025Q4: 869 shares; 2026Q1: 806 shares; 2026Q2: 931 shares 931 $467K 0.04% +125 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,605 shares; 2024Q4: 2,071 shares; 2025Q1: 1,589 shares; 2025Q2: 1,585 shares; 2025Q3: 1,544 shares; 2025Q4: 1,914 shares; 2026Q1: 1,744 shares; 2026Q2: 2,884 shares 2,884 $456K 0.04% +1,140 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: 3,181 shares; 2024Q4: 3,390 shares; 2025Q1: 3,656 shares; 2025Q2: 3,296 shares; 2025Q3: 4,839 shares; 2025Q4: 4,819 shares; 2026Q1: 4,844 shares; 2026Q2: 5,070 shares 5,070 $445K 0.04% +226 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 441 shares; 2025Q4: 541 shares; 2026Q1: 928 shares; 2026Q2: 3,536 shares 3,536 $439K 0.04% +2,608 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 reported; 2024Q4: not reported; 2025Q1: 3,884 shares; 2025Q2: 3,884 shares; 2025Q3: 3,884 shares; 2025Q4: 3,884 shares; 2026Q1: 3,884 shares; 2026Q2: 3,940 shares 3,940 $435K 0.04% +56 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824 shares; 2024Q4: 987 shares; 2025Q1: 1,802 shares; 2025Q2: 1,685 shares; 2025Q3: 929 shares; 2025Q4: 930 shares; 2026Q1: 1,129 shares; 2026Q2: 1,149 shares 1,149 $423K 0.04% +20 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515,918 shares; 2024Q4: 116,067 shares; 2025Q1: 98,195 shares; 2025Q2: 48,290 shares; 2025Q3: 33,475 shares; 2025Q4: 24,391 shares; 2026Q1: 13,124 shares; 2026Q2: 9,011 shares 9,011 $411K 0.04% -4,113 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 757 shares; 2025Q4: 778 shares; 2026Q1: 991 shares; 2026Q2: 1,436 shares 1,436 $404K 0.04% +445 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 reported; 2024Q4: 4,835 shares; 2025Q1: 4,845 shares; 2025Q2: 4,858 shares; 2025Q3: 4,869 shares; 2025Q4: 4,879 shares; 2026Q1: 4,890 shares; 2026Q2: 4,902 shares 4,902 $402K 0.03% +12 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,786 shares; 2024Q4: 1,791 shares; 2025Q1: 1,843 shares; 2025Q2: 1,798 shares; 2025Q3: 1,854 shares; 2025Q4: 1,676 shares; 2026Q1: 1,688 shares; 2026Q2: 1,804 shares 1,804 $398K 0.03% +116 Timeline FDEM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,734 shares; 2026Q1: 10,734 shares; 2026Q2: 10,734 shares 10,734 $390K 0.03% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 507 shares; 2025Q2: 455 shares; 2025Q3: 555 shares; 2025Q4: 568 shares; 2026Q1: 701 shares; 2026Q2: 747 shares 747 $384K 0.03% +46 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,022 shares; 2026Q2: 8,022 shares 8,022 $367K 0.03% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,830 shares; 2024Q4: 4,830 shares; 2025Q1: not reported; 2025Q2: 4,890 shares; 2025Q3: 4,890 shares; 2025Q4: 4,915 shares; 2026Q1: 6,154 shares; 2026Q2: 6,602 shares 6,602 $360K 0.03% +448 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,401 shares; 2024Q4: 13,357 shares; 2025Q1: 13,349 shares; 2025Q2: 14,303 shares; 2025Q3: 12,654 shares; 2025Q4: 9,782 shares; 2026Q1: 7,912 shares; 2026Q2: 7,921 shares 7,921 $357K 0.03% +9 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,900 shares; 2026Q2: 1,622 shares 1,622 $353K 0.03% -278 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,060 shares; 2024Q4: 4,315 shares; 2025Q1: 4,669 shares; 2025Q2: 3,612 shares; 2025Q3: 3,816 shares; 2025Q4: 3,804 shares; 2026Q1: 3,673 shares; 2026Q2: 4,168 shares 4,168 $339K 0.03% +495 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 reported; 2024Q4: not reported; 2025Q1: 1,225 shares; 2025Q2: 1,208 shares; 2025Q3: 1,374 shares; 2025Q4: 1,394 shares; 2026Q1: 1,417 shares; 2026Q2: 1,232 shares 1,232 $333K 0.03% -185 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,825 shares 2,825 $332K 0.03% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 968 shares 968 $330K 0.03% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 145 shares 145 $330K 0.03% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,228 shares; 2025Q4: 1,508 shares; 2026Q1: 1,592 shares; 2026Q2: 1,709 shares 1,709 $324K 0.03% +117 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,065 shares 1,065 $317K 0.03% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,046 shares; 2026Q1: 1,095 shares; 2026Q2: 1,165 shares 1,165 $313K 0.03% +70 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 397 shares; 2026Q1: 440 shares; 2026Q2: 749 shares 749 $298K 0.03% +309 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 796 shares 796 $297K 0.03% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 148 shares 148 $293K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,512 shares; 2024Q4: 3,290 shares; 2025Q1: 3,108 shares; 2025Q2: 3,030 shares; 2025Q3: 3,143 shares; 2025Q4: 3,021 shares; 2026Q1: 3,021 shares; 2026Q2: 2,870 shares 2,870 $293K 0.03% -151 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 1,344 shares; 2026Q2: 1,550 shares 1,550 $290K 0.03% +206 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 1,011 shares 1,011 $290K 0.03% new Timeline DFSE 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: 6,074 shares; 2025Q3: 6,074 shares; 2025Q4: 6,032 shares; 2026Q1: 5,926 shares; 2026Q2: 5,845 shares 5,845 $286K 0.02% -81 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795 shares; 2024Q4: 795 shares; 2025Q1: 795 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares; 2026Q1: 795 shares; 2026Q2: 795 shares 795 $273K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 792 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 831 shares; 2026Q2: 856 shares 856 $269K 0.02% +25 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: 2,292 shares; 2024Q4: 2,838 shares; 2025Q1: 3,653 shares; 2025Q2: 3,665 shares; 2025Q3: 3,279 shares; 2025Q4: 3,303 shares; 2026Q1: 3,359 shares; 2026Q2: 2,947 shares 2,947 $267K 0.02% -412 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,767 shares; 2024Q4: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 2,155 shares; 2025Q3: 2,155 shares; 2025Q4: 2,156 shares; 2026Q1: 2,546 shares; 2026Q2: 2,178 shares 2,178 $264K 0.02% -368 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,296 shares 2,296 $264K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,651 shares; 2026Q1: 4,928 shares; 2026Q2: 5,000 shares 5,000 $262K 0.02% +72 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 570 shares; 2025Q3: 568 shares; 2025Q4: not reported; 2026Q1: 575 shares; 2026Q2: 606 shares 606 $258K 0.02% +31 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 999 shares 999 $255K 0.02% new Timeline SHV 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: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $254K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 223 shares 223 $253K 0.02% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,032 shares; 2025Q1: 2,033 shares; 2025Q2: 2,023 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,118 shares; 2026Q2: 2,463 shares 2,463 $252K 0.02% +345 Timeline SCHG 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: 7,323 shares; 2026Q1: 7,323 shares; 2026Q2: 7,323 shares 7,323 $248K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,107 shares; 2025Q1: 2,570 shares; 2025Q2: 2,586 shares; 2025Q3: 2,026 shares; 2025Q4: 1,846 shares; 2026Q1: not reported; 2026Q2: 2,533 shares 2,533 $245K 0.02% new Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,459 shares; 2026Q1: 3,429 shares; 2026Q2: 3,456 shares 3,456 $237K 0.02% +27 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199 shares 199 $234K 0.02% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 475 shares 475 $229K 0.02% new 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: 1,890 shares; 2024Q4: 1,329 shares; 2025Q1: 1,343 shares; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: 1,532 shares; 2026Q1: 1,867 shares; 2026Q2: 1,692 shares 1,692 $229K 0.02% -175 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 739 shares 739 $220K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 1,914 shares 1,914 $219K 0.02% new 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: 5,726 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,742 shares 3,742 $213K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 540 shares 540 $213K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,310 shares 2,310 $212K 0.02% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,278 shares 1,278 $210K 0.02% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 953 shares; 2025Q1: 1,485 shares; 2025Q2: 1,307 shares; 2025Q3: 1,281 shares; 2025Q4: 1,134 shares; 2026Q1: not reported; 2026Q2: 933 shares 933 $209K 0.02% new Timeline VSGX 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: 3,505 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,522 shares 2,522 $208K 0.02% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,216 shares 1,216 $207K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 838 shares 838 $204K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,327 shares; 2026Q2: 1,019 shares 1,019 $201K 0.02% -308 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,281 shares 1,281 $201K 0.02% new Timeline