VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 422,470 shares; 2025Q1: 436,061 shares; 2025Q2: 443,518 shares; 2025Q3: 450,500 shares; 2025Q4: 508,061 shares; 2026Q1: 507,231 shares; 2026Q2: 506,930 shares 506,930 $188M 23.95% -301 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 611,714 shares; 2025Q1: 617,611 shares; 2025Q2: 613,670 shares; 2025Q3: 639,617 shares; 2025Q4: 674,934 shares; 2026Q1: 688,440 shares; 2026Q2: 705,274 shares 705,274 $60.3M 7.7% +16,834 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,494 shares; 2025Q1: 56,529 shares; 2025Q2: 60,950 shares; 2025Q3: 61,056 shares; 2025Q4: 85,292 shares; 2026Q1: 85,192 shares; 2026Q2: 82,364 shares 82,364 $56.6M 7.22% -2,828 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 326,026 shares; 2025Q1: 326,014 shares; 2025Q2: 317,002 shares; 2025Q3: 317,002 shares; 2025Q4: 297,642 shares; 2026Q1: 297,642 shares; 2026Q2: 297,642 shares 297,642 $55.4M 7.07% 0 Timeline VEU 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: not loaded; 2024Q4: 309,269 shares; 2025Q1: 310,073 shares; 2025Q2: 326,646 shares; 2025Q3: 325,670 shares; 2025Q4: 648,987 shares; 2026Q1: 644,313 shares; 2026Q2: 632,426 shares 632,426 $53M 6.76% -11,887 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,290,927 shares; 2025Q1: 1,280,464 shares; 2025Q2: 1,269,611 shares; 2025Q3: 1,094,873 shares; 2025Q4: 1,105,980 shares; 2026Q1: 1,100,757 shares; 2026Q2: 942,001 shares 942,001 $47.6M 6.08% -158,756 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 loaded; 2024Q4: 33,356 shares; 2025Q1: 79,045 shares; 2025Q2: 110,311 shares; 2025Q3: 200,004 shares; 2025Q4: 326,854 shares; 2026Q1: 384,157 shares; 2026Q2: 615,176 shares 615,176 $47M 6% +231,019 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: not loaded; 2024Q4: 117,287 shares; 2025Q1: 157,508 shares; 2025Q2: 168,589 shares; 2025Q3: 176,598 shares; 2025Q4: 186,512 shares; 2026Q1: 199,562 shares; 2026Q2: 256,228 shares 256,228 $21.2M 2.7% +56,666 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 268,573 shares; 2025Q1: 268,578 shares; 2025Q2: 268,589 shares; 2025Q3: 267,683 shares; 2025Q4: 265,694 shares; 2026Q1: 265,544 shares; 2026Q2: 265,553 shares 265,553 $18.9M 2.42% +9 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47,012 shares; 2025Q1: 46,809 shares; 2025Q2: 48,429 shares; 2025Q3: 46,831 shares; 2025Q4: 68,869 shares; 2026Q1: 68,881 shares; 2026Q2: 68,890 shares 68,890 $17M 2.17% +9 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 loaded; 2024Q4: 90,584 shares; 2025Q1: 121,417 shares; 2025Q2: 127,780 shares; 2025Q3: 139,588 shares; 2025Q4: 170,111 shares; 2026Q1: 178,390 shares; 2026Q2: 198,177 shares 198,177 $14.5M 1.86% +19,787 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 579 shares; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 666 shares; 2025Q4: 667 shares; 2026Q1: 706 shares; 2026Q2: 30,854 shares 30,854 $13M 1.66% +30,148 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 129,360 shares; 2025Q1: 163,257 shares; 2025Q2: 170,680 shares; 2025Q3: 183,853 shares; 2025Q4: 203,884 shares; 2026Q1: 201,970 shares; 2026Q2: 223,484 shares 223,484 $10.8M 1.38% +21,514 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 102,627 shares; 2025Q1: 81,438 shares; 2025Q2: 104,638 shares; 2025Q3: 99,227 shares; 2025Q4: 101,967 shares; 2026Q1: 126,220 shares; 2026Q2: 128,052 shares 128,052 $10.5M 1.34% +1,832 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,648 shares; 2025Q1: 11,911 shares; 2025Q2: 12,418 shares; 2025Q3: 12,510 shares; 2025Q4: 12,510 shares; 2026Q1: 12,510 shares; 2026Q2: 12,510 shares 12,510 $9.34M 1.19% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,282 shares; 2025Q1: 24,682 shares; 2025Q2: 24,102 shares; 2025Q3: 24,582 shares; 2025Q4: 25,753 shares; 2026Q1: 26,090 shares; 2026Q2: 26,369 shares 26,369 $7.63M 0.97% +279 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,378 shares; 2025Q1: 15,584 shares; 2025Q2: 15,434 shares; 2025Q3: 16,509 shares; 2025Q4: 17,506 shares; 2026Q1: 17,178 shares; 2026Q2: 17,117 shares 17,117 $6.38M 0.82% -61 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,100 shares; 2025Q3: 51,102 shares; 2025Q4: 51,105 shares; 2026Q1: 51,107 shares; 2026Q2: 51,216 shares 51,216 $5.19M 0.66% +109 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,858 shares; 2025Q1: 10,486 shares; 2025Q2: 10,882 shares; 2025Q3: 11,051 shares; 2025Q4: 11,079 shares; 2026Q1: 11,022 shares; 2026Q2: 11,211 shares 11,211 $4.01M 0.51% +189 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,935 shares; 2025Q1: 13,935 shares; 2025Q2: 13,935 shares; 2025Q3: 13,935 shares; 2025Q4: 13,935 shares; 2026Q1: 13,935 shares; 2026Q2: 13,935 shares 13,935 $3.81M 0.49% 0 Timeline SCHB 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 loaded; 2024Q4: 143,708 shares; 2025Q1: 148,841 shares; 2025Q2: 120,390 shares; 2025Q3: 120,563 shares; 2025Q4: 120,749 shares; 2026Q1: 120,977 shares; 2026Q2: 118,632 shares 118,632 $3.44M 0.44% -2,345 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,787 shares; 2025Q4: 32,136 shares; 2026Q1: 32,262 shares; 2026Q2: 40,843 shares 40,843 $3.13M 0.4% +8,581 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75,739 shares; 2025Q1: 75,920 shares; 2025Q2: 76,595 shares; 2025Q3: 77,239 shares; 2025Q4: 78,419 shares; 2026Q1: 83,058 shares; 2026Q2: 83,802 shares 83,802 $3.09M 0.39% +744 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 5 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.38% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,426 shares; 2025Q1: 13,508 shares; 2025Q2: 13,481 shares; 2025Q3: 11,885 shares; 2025Q4: 11,895 shares; 2026Q1: 12,211 shares; 2026Q2: 12,306 shares 12,306 $2.93M 0.37% +95 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,959 shares; 2025Q2: 14,964 shares; 2025Q3: 24,906 shares; 2025Q4: 24,121 shares; 2026Q1: 24,629 shares; 2026Q2: 34,360 shares 34,360 $2.65M 0.34% +9,731 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,514 shares; 2025Q1: 12,514 shares; 2025Q2: 12,779 shares; 2025Q3: 13,517 shares; 2025Q4: 11,739 shares; 2026Q1: 11,734 shares; 2026Q2: 11,734 shares 11,734 $2.56M 0.33% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,633 shares; 2025Q1: 3,111 shares; 2025Q2: 3,350 shares; 2025Q3: 3,391 shares; 2025Q4: 3,426 shares; 2026Q1: 3,426 shares; 2026Q2: 3,443 shares 3,443 $2.54M 0.32% +17 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,034 shares; 2025Q1: 8,034 shares; 2025Q2: 9,034 shares; 2025Q3: 23,554 shares; 2025Q4: 24,154 shares; 2026Q1: 24,254 shares; 2026Q2: 24,254 shares 24,254 $2.52M 0.32% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,187 shares; 2025Q1: 12,143 shares; 2025Q2: 11,910 shares; 2025Q3: 12,361 shares; 2025Q4: 12,425 shares; 2026Q1: 12,451 shares; 2026Q2: 12,577 shares 12,577 $2.52M 0.32% +126 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 loaded; 2024Q4: 3,775 shares; 2025Q1: 7,756 shares; 2025Q2: 8,256 shares; 2025Q3: 7,774 shares; 2025Q4: 8,282 shares; 2026Q1: 8,314 shares; 2026Q2: 8,329 shares 8,329 $2.5M 0.32% +15 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: not loaded; 2024Q4: 2,706 shares; 2025Q1: 3,736 shares; 2025Q2: 3,461 shares; 2025Q3: 3,461 shares; 2025Q4: 3,481 shares; 2026Q1: 3,551 shares; 2026Q2: 3,551 shares 3,551 $2.5M 0.32% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,504 shares 17,504 $2.49M 0.32% new 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: not loaded; 2024Q4: 20,860 shares; 2025Q1: 25,792 shares; 2025Q2: 26,902 shares; 2025Q3: 29,937 shares; 2025Q4: 29,487 shares; 2026Q1: 29,595 shares; 2026Q2: 31,293 shares 31,293 $2.47M 0.32% +1,698 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,835 shares; 2025Q1: 5,999 shares; 2025Q2: 6,015 shares; 2025Q3: 6,223 shares; 2025Q4: 6,856 shares; 2026Q1: 6,993 shares; 2026Q2: 7,065 shares 7,065 $2.31M 0.3% +72 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,071 shares; 2025Q1: 9,071 shares; 2025Q2: 9,071 shares; 2025Q3: 9,071 shares; 2025Q4: 9,071 shares; 2026Q1: 9,071 shares; 2026Q2: 9,071 shares 9,071 $2.2M 0.28% 0 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 loaded; 2024Q4: 6,158 shares; 2025Q1: 8,187 shares; 2025Q2: 7,849 shares; 2025Q3: 7,834 shares; 2025Q4: 7,764 shares; 2026Q1: 7,763 shares; 2026Q2: 7,290 shares 7,290 $2.17M 0.28% -473 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,303 shares; 2025Q1: 7,033 shares; 2025Q2: 6,977 shares; 2025Q3: 7,180 shares; 2025Q4: 7,011 shares; 2026Q1: 7,202 shares; 2026Q2: 6,195 shares 6,195 $2.13M 0.27% -1,007 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,982 shares; 2025Q1: 17,005 shares; 2025Q2: 21,777 shares; 2025Q3: 22,607 shares; 2025Q4: 23,272 shares; 2026Q1: 23,985 shares; 2026Q2: 24,433 shares 24,433 $1.98M 0.25% +448 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,235 shares; 2025Q1: 12,912 shares; 2025Q2: 12,455 shares; 2025Q3: 11,191 shares; 2025Q4: 12,683 shares; 2026Q1: 13,012 shares; 2026Q2: 12,822 shares 12,822 $1.88M 0.24% -190 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,089 shares; 2025Q1: 3,184 shares; 2025Q2: 3,241 shares; 2025Q3: 3,349 shares; 2025Q4: 3,321 shares; 2026Q1: 3,358 shares; 2026Q2: 3,318 shares 3,318 $1.87M 0.24% -40 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,311 shares; 2025Q1: 7,396 shares; 2025Q2: 7,471 shares; 2025Q3: 7,421 shares; 2025Q4: 7,632 shares; 2026Q1: 8,017 shares; 2026Q2: 7,967 shares 7,967 $1.7M 0.22% -50 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,929 shares; 2025Q1: 21,949 shares; 2025Q2: 21,949 shares; 2025Q3: 21,949 shares; 2025Q4: 21,949 shares; 2026Q1: 21,949 shares; 2026Q2: 21,949 shares 21,949 $1.67M 0.21% 0 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,388 shares; 2026Q2: 21,411 shares 21,411 $1.66M 0.21% +15,023 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,032 shares; 2025Q2: 9,031 shares; 2025Q3: 9,031 shares; 2025Q4: 9,031 shares; 2026Q1: 9,226 shares; 2026Q2: 9,226 shares 9,226 $1.63M 0.21% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,386 shares; 2025Q1: 6,544 shares; 2025Q2: 6,544 shares; 2025Q3: 6,544 shares; 2025Q4: 5,730 shares; 2026Q1: 5,340 shares; 2026Q2: 5,295 shares 5,295 $1.61M 0.2% -45 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: not loaded; 2024Q4: 28,121 shares; 2025Q1: 29,562 shares; 2025Q2: 29,562 shares; 2025Q3: 28,976 shares; 2025Q4: 28,845 shares; 2026Q1: 26,108 shares; 2026Q2: 26,128 shares 26,128 $1.56M 0.2% +20 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,314 shares; 2025Q1: 4,314 shares; 2025Q2: 4,313 shares; 2025Q3: 4,312 shares; 2025Q4: 4,312 shares; 2026Q1: 4,308 shares; 2026Q2: 4,388 shares 4,388 $1.55M 0.2% +80 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,275 shares; 2025Q3: 33,543 shares; 2025Q4: 33,634 shares; 2026Q1: 40,729 shares; 2026Q2: 12,933 shares 12,933 $1.39M 0.18% -27,796 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 521 shares; 2025Q1: 782 shares; 2025Q2: 1,388 shares; 2025Q3: 1,367 shares; 2025Q4: 1,386 shares; 2026Q1: 1,387 shares; 2026Q2: 11,100 shares 11,100 $1.33M 0.17% +9,713 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,436 shares; 2025Q1: 2,510 shares; 2025Q2: 2,462 shares; 2025Q3: 2,257 shares; 2025Q4: 2,316 shares; 2026Q1: 2,600 shares; 2026Q2: 2,558 shares 2,558 $1.28M 0.16% -42 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 883 shares; 2026Q1: 975 shares; 2026Q2: 1,100 shares 1,100 $1.27M 0.16% +125 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 336 shares; 2025Q1: 2,486 shares; 2025Q2: 2,486 shares; 2025Q3: 2,486 shares; 2025Q4: 2,486 shares; 2026Q1: 2,486 shares; 2026Q2: 9,944 shares 9,944 $1.23M 0.16% +7,458 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,492 shares; 2026Q1: 7,492 shares; 2026Q2: 7,496 shares 7,496 $1.22M 0.16% +4 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,859 shares; 2025Q1: 12,367 shares; 2025Q2: 15,109 shares; 2025Q3: 15,403 shares; 2025Q4: 15,294 shares; 2026Q1: 15,622 shares; 2026Q2: 16,027 shares 16,027 $1.22M 0.16% +405 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,995 shares; 2025Q1: 36,105 shares; 2025Q2: 36,572 shares; 2025Q3: 28,200 shares; 2025Q4: 28,250 shares; 2026Q1: 29,040 shares; 2026Q2: 29,409 shares 29,409 $1.21M 0.15% +369 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,654 shares; 2025Q1: 1,687 shares; 2025Q2: 1,659 shares; 2025Q3: 2,802 shares; 2025Q4: 4,585 shares; 2026Q1: 4,587 shares; 2026Q2: 4,647 shares 4,647 $1.17M 0.15% +60 Timeline VTC 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: not loaded; 2024Q4: 15,978 shares; 2025Q1: 14,472 shares; 2025Q2: 14,427 shares; 2025Q3: 14,606 shares; 2025Q4: 14,813 shares; 2026Q1: 14,687 shares; 2026Q2: 14,851 shares 14,851 $1.14M 0.15% +164 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 731 shares; 2025Q1: 776 shares; 2025Q2: 735 shares; 2025Q3: 737 shares; 2025Q4: 980 shares; 2026Q1: 884 shares; 2026Q2: 894 shares 894 $1.07M 0.14% +10 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: not loaded; 2024Q4: 7,583 shares; 2025Q1: 8,703 shares; 2025Q2: 8,703 shares; 2025Q3: 8,691 shares; 2025Q4: 8,691 shares; 2026Q1: 8,691 shares; 2026Q2: 8,691 shares 8,691 $1.02M 0.13% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,887 shares; 2025Q1: 18,681 shares; 2025Q2: 20,081 shares; 2025Q3: 19,729 shares; 2025Q4: 19,123 shares; 2026Q1: 19,770 shares; 2026Q2: 19,970 shares 19,970 $962K 0.12% +200 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: not loaded; 2024Q4: 952 shares; 2025Q1: 2,334 shares; 2025Q2: 2,334 shares; 2025Q3: 2,334 shares; 2025Q4: 2,334 shares; 2026Q1: 2,334 shares; 2026Q2: 2,334 shares 2,334 $956K 0.12% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,771 shares; 2025Q1: 2,912 shares; 2025Q2: 2,754 shares; 2025Q3: 2,750 shares; 2025Q4: 2,441 shares; 2026Q1: 2,570 shares; 2026Q2: 2,683 shares 2,683 $946K 0.12% +113 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 loaded; 2024Q4: 1,180 shares; 2025Q1: 2,405 shares; 2025Q2: 2,281 shares; 2025Q3: 2,453 shares; 2025Q4: 2,459 shares; 2026Q1: 2,476 shares; 2026Q2: 2,202 shares 2,202 $915K 0.12% -274 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: not loaded; 2024Q4: 2,705 shares; 2025Q1: 2,954 shares; 2025Q2: 3,667 shares; 2025Q3: 3,677 shares; 2025Q4: 3,697 shares; 2026Q1: 3,648 shares; 2026Q2: 3,649 shares 3,649 $864K 0.11% +1 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,115 shares; 2025Q1: 3,115 shares; 2025Q2: 3,085 shares; 2025Q3: 3,085 shares; 2025Q4: 3,159 shares; 2026Q1: 3,119 shares; 2026Q2: 3,119 shares 3,119 $826K 0.11% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares; 2026Q1: 1,931 shares; 2026Q2: 1,931 shares 1,931 $823K 0.11% 0 Timeline SOXQ 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 loaded; 2024Q4: 6,545 shares; 2025Q1: 6,755 shares; 2025Q2: 6,755 shares; 2025Q3: 6,755 shares; 2025Q4: 6,905 shares; 2026Q1: 6,930 shares; 2026Q2: 6,905 shares 6,905 $774K 0.1% -25 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: not loaded; 2024Q4: 4,028 shares; 2025Q1: 4,256 shares; 2025Q2: 3,685 shares; 2025Q3: 3,685 shares; 2025Q4: 3,685 shares; 2026Q1: 3,685 shares; 2026Q2: 3,700 shares 3,700 $773K 0.1% +15 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares; 2026Q1: 1,569 shares; 2026Q2: 1,638 shares 1,638 $710K 0.09% +69 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,846 shares; 2025Q1: 6,496 shares; 2025Q2: 5,319 shares; 2025Q3: 5,408 shares; 2025Q4: 5,525 shares; 2026Q1: 6,139 shares; 2026Q2: 6,207 shares 6,207 $703K 0.09% +68 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 3,612 shares; 2026Q1: 3,612 shares; 2026Q2: 3,612 shares 3,612 $688K 0.09% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,618 shares; 2025Q1: 6,643 shares; 2025Q2: 6,648 shares; 2025Q3: 5,847 shares; 2025Q4: 6,111 shares; 2026Q1: 5,734 shares; 2026Q2: 5,774 shares 5,774 $678K 0.09% +40 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,995 shares 4,995 $678K 0.09% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,119 shares; 2025Q1: 4,865 shares; 2025Q2: 4,387 shares; 2025Q3: 4,376 shares; 2025Q4: 5,101 shares; 2026Q1: 5,101 shares; 2026Q2: 5,112 shares 5,112 $661K 0.08% +11 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,334 shares; 2025Q1: 1,699 shares; 2025Q2: 1,592 shares; 2025Q3: 1,593 shares; 2025Q4: 1,601 shares; 2026Q1: 1,625 shares; 2026Q2: 1,692 shares 1,692 $639K 0.08% +67 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 11,407 shares; 2026Q2: 14,002 shares 14,002 $621K 0.08% +2,595 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 762 shares; 2025Q1: 763 shares; 2025Q2: 667 shares; 2025Q3: 1,123 shares; 2025Q4: 1,134 shares; 2026Q1: 1,214 shares; 2026Q2: 1,218 shares 1,218 $621K 0.08% +4 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: not loaded; 2024Q4: 4,131 shares; 2025Q1: 3,931 shares; 2025Q2: 3,881 shares; 2025Q3: 4,181 shares; 2025Q4: 4,235 shares; 2026Q1: 4,220 shares; 2026Q2: 4,180 shares 4,180 $612K 0.08% -40 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,229 shares; 2025Q2: 1,316 shares; 2025Q3: 1,491 shares; 2025Q4: 1,520 shares; 2026Q1: 1,609 shares; 2026Q2: 1,635 shares 1,635 $611K 0.08% +26 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,105 shares; 2025Q1: 14,687 shares; 2025Q2: 20,237 shares; 2025Q3: 20,847 shares; 2025Q4: 26,147 shares; 2026Q1: 27,854 shares; 2026Q2: 28,161 shares 28,161 $595K 0.08% +307 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 loaded; 2024Q4: 295 shares; 2025Q1: not reported; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 295 shares 295 $587K 0.07% 0 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: not loaded; 2024Q4: 4,995 shares; 2025Q1: 5,558 shares; 2025Q2: 5,658 shares; 2025Q3: 5,663 shares; 2025Q4: 5,663 shares; 2026Q1: 5,923 shares; 2026Q2: 6,093 shares 6,093 $578K 0.07% +170 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 386 shares; 2025Q4: 394 shares; 2026Q1: 484 shares; 2026Q2: 486 shares 486 $571K 0.07% +2 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 1,069 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares; 2026Q1: 1,097 shares; 2026Q2: 6,582 shares 6,582 $567K 0.07% +5,485 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,012 shares 4,012 $560K 0.07% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,701 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 2,153 shares; 2025Q4: 2,153 shares; 2026Q1: 1,661 shares; 2026Q2: 6,896 shares 6,896 $556K 0.07% +5,235 Timeline VGLT 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,915 shares; 2025Q3: 6,829 shares; 2025Q4: 7,249 shares; 2026Q1: 6,940 shares; 2026Q2: 10,065 shares 10,065 $555K 0.07% +3,125 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,735 shares; 2026Q1: 17,636 shares; 2026Q2: 10,229 shares 10,229 $544K 0.07% -7,407 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: not loaded; 2024Q4: 3,678 shares; 2025Q1: 3,678 shares; 2025Q2: 3,678 shares; 2025Q3: 3,660 shares; 2025Q4: 3,660 shares; 2026Q1: 3,660 shares; 2026Q2: 3,624 shares 3,624 $535K 0.07% -36 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,813 shares; 2025Q2: 2,773 shares; 2025Q3: 2,773 shares; 2025Q4: 2,801 shares; 2026Q1: 2,801 shares; 2026Q2: 2,812 shares 2,812 $534K 0.07% +11 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,060 shares; 2025Q3: 15,575 shares; 2025Q4: 20,175 shares; 2026Q1: 27,428 shares; 2026Q2: 28,707 shares 28,707 $533K 0.07% +1,279 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,228 shares; 2025Q1: 4,759 shares; 2025Q2: 4,340 shares; 2025Q3: 3,796 shares; 2025Q4: 4,000 shares; 2026Q1: 3,807 shares; 2026Q2: 3,807 shares 3,807 $520K 0.07% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,035 shares; 2025Q1: 1,720 shares; 2025Q2: 1,464 shares; 2025Q3: 1,484 shares; 2025Q4: 2,093 shares; 2026Q1: 2,108 shares; 2026Q2: 1,882 shares 1,882 $509K 0.06% -226 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 loaded; 2024Q4: 2,070 shares; 2025Q1: 3,084 shares; 2025Q2: 3,084 shares; 2025Q3: 3,084 shares; 2025Q4: 3,084 shares; 2026Q1: 3,084 shares; 2026Q2: 3,084 shares 3,084 $508K 0.06% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 944 shares; 2025Q1: 953 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 950 shares; 2026Q2: 951 shares 951 $501K 0.06% +1 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,265 shares; 2025Q1: 10,265 shares; 2025Q2: 9,985 shares; 2025Q3: 9,985 shares; 2025Q4: 9,740 shares; 2026Q1: 9,690 shares; 2026Q2: 10,140 shares 10,140 $493K 0.06% +450 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,690 shares; 2025Q1: 13,190 shares; 2025Q2: 16,060 shares; 2025Q3: 16,860 shares; 2025Q4: 21,160 shares; 2026Q1: 22,602 shares; 2026Q2: 22,602 shares 22,602 $491K 0.06% 0 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 loaded; 2024Q4: 434 shares; 2025Q1: 852 shares; 2025Q2: 837 shares; 2025Q3: 877 shares; 2025Q4: 889 shares; 2026Q1: 968 shares; 2026Q2: 968 shares 968 $486K 0.06% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 468 shares; 2025Q1: 484 shares; 2025Q2: 479 shares; 2025Q3: 479 shares; 2025Q4: 479 shares; 2026Q1: 479 shares; 2026Q2: 479 shares 479 $484K 0.06% 0 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: not loaded; 2024Q4: 3,548 shares; 2025Q1: 3,623 shares; 2025Q2: 3,723 shares; 2025Q3: 3,933 shares; 2025Q4: 4,023 shares; 2026Q1: 4,362 shares; 2026Q2: 4,362 shares 4,362 $476K 0.06% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 434 shares; 2025Q1: 485 shares; 2025Q2: 568 shares; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 498 shares; 2026Q2: 493 shares 493 $474K 0.06% -5 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 loaded; 2024Q4: 2,519 shares; 2025Q1: 2,534 shares; 2025Q2: 2,431 shares; 2025Q3: 1,134 shares; 2025Q4: 1,076 shares; 2026Q1: 855 shares; 2026Q2: 648 shares 648 $469K 0.06% -207 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,977 shares; 2025Q4: 4,005 shares; 2026Q1: 3,945 shares; 2026Q2: 3,955 shares 3,955 $465K 0.06% +10 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: not loaded; 2024Q4: 5,568 shares; 2025Q1: 7,172 shares; 2025Q2: 6,171 shares; 2025Q3: 6,946 shares; 2025Q4: 6,946 shares; 2026Q1: 8,079 shares; 2026Q2: 8,131 shares 8,131 $463K 0.06% +52 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,893 shares; 2025Q1: 16,496 shares; 2025Q2: 18,746 shares; 2025Q3: 18,846 shares; 2025Q4: 20,331 shares; 2026Q1: 20,331 shares; 2026Q2: 20,331 shares 20,331 $454K 0.06% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,320 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 4,274 shares; 2026Q1: 4,274 shares; 2026Q2: 4,174 shares 4,174 $450K 0.06% -100 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 loaded; 2024Q4: 14,142 shares; 2025Q1: 14,142 shares; 2025Q2: 14,142 shares; 2025Q3: 14,142 shares; 2025Q4: 14,142 shares; 2026Q1: 14,142 shares; 2026Q2: 14,142 shares 14,142 $448K 0.06% 0 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 loaded; 2024Q4: 5,007 shares; 2025Q1: 5,897 shares; 2025Q2: 5,032 shares; 2025Q3: 5,060 shares; 2025Q4: 5,066 shares; 2026Q1: 5,066 shares; 2026Q2: 5,066 shares 5,066 $445K 0.06% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,298 shares; 2025Q4: 2,586 shares; 2026Q1: 2,316 shares; 2026Q2: 2,343 shares 2,343 $433K 0.06% +27 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,550 shares; 2025Q1: 2,684 shares; 2025Q2: 2,438 shares; 2025Q3: 2,581 shares; 2025Q4: 2,595 shares; 2026Q1: 1,699 shares; 2026Q2: 1,658 shares 1,658 $421K 0.05% -41 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 1,534 shares; 2026Q1: 1,513 shares; 2026Q2: 1,487 shares 1,487 $418K 0.05% -26 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,228 shares; 2025Q1: 14,992 shares; 2025Q2: 15,196 shares; 2025Q3: 15,023 shares; 2025Q4: 15,194 shares; 2026Q1: 15,194 shares; 2026Q2: 15,197 shares 15,197 $416K 0.05% +3 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,040 shares; 2025Q2: 2,957 shares; 2025Q3: not reported; 2025Q4: 5,044 shares; 2026Q1: 5,141 shares; 2026Q2: 5,081 shares 5,081 $416K 0.05% -60 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,451 shares; 2025Q1: 3,456 shares; 2025Q2: 3,460 shares; 2025Q3: 3,464 shares; 2025Q4: 3,464 shares; 2026Q1: 3,464 shares; 2026Q2: 3,468 shares 3,468 $413K 0.05% +4 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,042 shares; 2025Q1: 5,066 shares; 2025Q2: 5,114 shares; 2025Q3: 5,163 shares; 2025Q4: 5,034 shares; 2026Q1: 5,065 shares; 2026Q2: 5,114 shares 5,114 $398K 0.05% +49 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 273 shares; 2025Q1: 350 shares; 2025Q2: 384 shares; 2025Q3: 380 shares; 2025Q4: 305 shares; 2026Q1: 430 shares; 2026Q2: 425 shares 425 $398K 0.05% -5 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,945 shares; 2025Q1: 7,301 shares; 2025Q2: 7,301 shares; 2025Q3: 7,301 shares; 2025Q4: 7,301 shares; 2026Q1: 7,301 shares; 2026Q2: 7,301 shares 7,301 $396K 0.05% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 366 shares; 2026Q1: 366 shares; 2026Q2: 367 shares 367 $391K 0.05% +1 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,157 shares; 2026Q1: 14,147 shares; 2026Q2: 14,762 shares 14,762 $381K 0.05% +615 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,260 shares 1,260 $380K 0.05% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,115 shares; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares; 2026Q2: 1,115 shares 1,115 $373K 0.05% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,316 shares; 2025Q1: 3,312 shares; 2025Q2: 3,401 shares; 2025Q3: 3,401 shares; 2025Q4: 3,406 shares; 2026Q1: 3,401 shares; 2026Q2: 3,466 shares 3,466 $371K 0.05% +65 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,009 shares; 2025Q3: 3,538 shares; 2025Q4: 3,596 shares; 2026Q1: 3,626 shares; 2026Q2: 5,339 shares 5,339 $359K 0.05% +1,713 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,187 shares; 2026Q2: 4,376 shares 4,376 $359K 0.05% +1,189 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 loaded; 2024Q4: 21,721 shares; 2025Q1: 21,721 shares; 2025Q2: 21,721 shares; 2025Q3: 20,371 shares; 2025Q4: 20,206 shares; 2026Q1: 19,756 shares; 2026Q2: 19,606 shares 19,606 $351K 0.04% -150 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,025 shares; 2025Q1: 4,199 shares; 2025Q2: 4,209 shares; 2025Q3: 4,230 shares; 2025Q4: 3,399 shares; 2026Q1: 3,421 shares; 2026Q2: 3,455 shares 3,455 $342K 0.04% +34 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $335K 0.04% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,970 shares; 2025Q2: 4,985 shares; 2025Q3: 3,154 shares; 2025Q4: 3,154 shares; 2026Q1: 3,154 shares; 2026Q2: 3,227 shares 3,227 $334K 0.04% +73 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,747 shares; 2025Q2: 2,753 shares; 2025Q3: 2,753 shares; 2025Q4: 2,768 shares; 2026Q1: 2,768 shares; 2026Q2: 2,753 shares 2,753 $333K 0.04% -15 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,510 shares; 2025Q1: 6,510 shares; 2025Q2: 6,610 shares; 2025Q3: 6,610 shares; 2025Q4: 6,610 shares; 2026Q1: 6,610 shares; 2026Q2: 6,570 shares 6,570 $332K 0.04% -40 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,155 shares; 2025Q1: 3,506 shares; 2025Q2: 3,616 shares; 2025Q3: 3,959 shares; 2025Q4: 3,644 shares; 2026Q1: 3,544 shares; 2026Q2: 3,552 shares 3,552 $322K 0.04% +8 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares; 2025Q4: 2,186 shares; 2026Q1: 2,186 shares; 2026Q2: 2,194 shares 2,194 $321K 0.04% +8 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 386 shares; 2025Q1: 501 shares; 2025Q2: 397 shares; 2025Q3: 567 shares; 2025Q4: 547 shares; 2026Q1: 628 shares; 2026Q2: 622 shares 622 $319K 0.04% -6 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,728 shares; 2025Q4: 2,716 shares; 2026Q1: 2,707 shares; 2026Q2: 2,688 shares 2,688 $318K 0.04% -19 Timeline SCHA 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 loaded; 2024Q4: 7,409 shares; 2025Q1: 7,409 shares; 2025Q2: 7,409 shares; 2025Q3: 7,409 shares; 2025Q4: 7,409 shares; 2026Q1: 7,409 shares; 2026Q2: 8,429 shares 8,429 $305K 0.04% +1,020 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,089 shares 6,089 $303K 0.04% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $288K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,712 shares; 2025Q1: 3,715 shares; 2025Q2: 3,718 shares; 2025Q3: 3,721 shares; 2025Q4: 3,726 shares; 2026Q1: 3,728 shares; 2026Q2: 3,731 shares 3,731 $288K 0.04% +3 Timeline GRSD GRANDSTAND LTD More: the full row for GRANDSTAND LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 170,424 shares; 2025Q1: 148,795 shares; 2025Q2: 148,512 shares; 2025Q3: 148,512 shares; 2025Q4: 148,512 shares; 2026Q1: 148,512 shares; 2026Q2: 148,512 shares 148,512 $282K 0.04% 0 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 loaded; 2024Q4: not reported; 2025Q1: 3,043 shares; 2025Q2: 3,033 shares; 2025Q3: 2,863 shares; 2025Q4: 3,166 shares; 2026Q1: 3,174 shares; 2026Q2: 3,016 shares 3,016 $277K 0.04% -158 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 606 shares; 2025Q1: 851 shares; 2025Q2: 837 shares; 2025Q3: 913 shares; 2025Q4: 878 shares; 2026Q1: 869 shares; 2026Q2: 676 shares 676 $275K 0.04% -193 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,820 shares; 2025Q1: 4,820 shares; 2025Q2: 4,820 shares; 2025Q3: 4,820 shares; 2025Q4: 4,820 shares; 2026Q1: 4,820 shares; 2026Q2: 4,820 shares 4,820 $272K 0.03% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,837 shares; 2025Q4: 1,827 shares; 2026Q1: 1,903 shares; 2026Q2: 1,854 shares 1,854 $272K 0.03% -49 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,398 shares; 2025Q1: 2,654 shares; 2025Q2: 1,777 shares; 2025Q3: 1,967 shares; 2025Q4: 2,132 shares; 2026Q1: 2,135 shares; 2026Q2: 1,996 shares 1,996 $270K 0.03% -139 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 2,810 shares; 2026Q1: 6,089 shares; 2026Q2: 7,155 shares 7,155 $267K 0.03% +1,066 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,125 shares; 2025Q1: 2,145 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 2,270 shares; 2026Q1: 2,270 shares; 2026Q2: 2,360 shares 2,360 $265K 0.03% +90 Timeline SCHM 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 loaded; 2024Q4: 7,079 shares; 2025Q1: 7,079 shares; 2025Q2: 7,079 shares; 2025Q3: 7,079 shares; 2025Q4: 7,079 shares; 2026Q1: 7,079 shares; 2026Q2: 7,079 shares 7,079 $261K 0.03% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,715 shares; 2025Q1: 1,671 shares; 2025Q2: 1,673 shares; 2025Q3: 1,675 shares; 2025Q4: 1,677 shares; 2026Q1: 1,678 shares; 2026Q2: 1,716 shares 1,716 $255K 0.03% +38 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,239 shares; 2025Q2: 5,239 shares; 2025Q3: 5,239 shares; 2025Q4: 5,239 shares; 2026Q1: 5,239 shares; 2026Q2: 5,239 shares 5,239 $251K 0.03% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,096 shares; 2025Q3: 2,096 shares; 2025Q4: 2,072 shares; 2026Q1: 2,157 shares; 2026Q2: 2,144 shares 2,144 $250K 0.03% -13 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 569 shares; 2025Q2: 566 shares; 2025Q3: 565 shares; 2025Q4: not reported; 2026Q1: 385 shares; 2026Q2: 390 shares 390 $247K 0.03% +5 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,065 shares; 2025Q1: 1,082 shares; 2025Q2: 1,031 shares; 2025Q3: 1,116 shares; 2025Q4: 1,083 shares; 2026Q1: 1,134 shares; 2026Q2: 1,121 shares 1,121 $247K 0.03% -13 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,114 shares; 2025Q1: 1,149 shares; 2025Q2: 886 shares; 2025Q3: 939 shares; 2025Q4: 828 shares; 2026Q1: 830 shares; 2026Q2: 830 shares 830 $243K 0.03% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 768 shares; 2026Q2: 768 shares 768 $242K 0.03% 0 Timeline BANK OF AMER CORP 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: not loaded; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $237K 0.03% 0 DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $234K 0.03% 0 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: not loaded; 2024Q4: 1,318 shares; 2025Q1: 1,479 shares; 2025Q2: 1,479 shares; 2025Q3: 1,479 shares; 2025Q4: 1,479 shares; 2026Q1: 1,479 shares; 2026Q2: 1,479 shares 1,479 $234K 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,653 shares; 2025Q1: 9,567 shares; 2025Q2: 9,248 shares; 2025Q3: 8,812 shares; 2025Q4: 8,793 shares; 2026Q1: 7,026 shares; 2026Q2: 5,620 shares 5,620 $234K 0.03% -1,406 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,542 shares; 2025Q2: 1,606 shares; 2025Q3: 1,583 shares; 2025Q4: 1,695 shares; 2026Q1: 1,810 shares; 2026Q2: 1,874 shares 1,874 $233K 0.03% +64 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,076 shares; 2025Q1: 2,076 shares; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares; 2025Q4: 2,076 shares; 2026Q1: 2,076 shares; 2026Q2: 2,076 shares 2,076 $229K 0.03% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,125 shares; 2025Q4: 4,310 shares; 2026Q1: 4,410 shares; 2026Q2: 4,410 shares 4,410 $228K 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 556 shares; 2025Q1: 571 shares; 2025Q2: 552 shares; 2025Q3: 543 shares; 2025Q4: 563 shares; 2026Q1: 574 shares; 2026Q2: 564 shares 564 $224K 0.03% -10 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 364 shares 364 $211K 0.03% new 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: not loaded; 2024Q4: 2,975 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,450 shares; 2026Q2: 3,450 shares 3,450 $210K 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,603 shares; 2025Q2: 1,596 shares; 2025Q3: 1,332 shares; 2025Q4: 1,287 shares; 2026Q1: 1,393 shares; 2026Q2: 1,244 shares 1,244 $206K 0.03% -149 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 164 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 265 shares 265 $198K 0.03% +91 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares; 2026Q2: 7,100 shares 7,100 $191K 0.02% -100 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,658 shares; 2026Q2: 3,662 shares 3,662 $189K 0.02% +1,004 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: not loaded; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares; 2026Q1: 1,597 shares; 2026Q2: 1,565 shares 1,565 $186K 0.02% -32 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 loaded; 2024Q4: 523 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 823 shares; 2026Q2: 823 shares 823 $182K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,652 shares; 2025Q1: 2,652 shares; 2025Q2: 2,652 shares; 2025Q3: 2,652 shares; 2025Q4: 2,652 shares; 2026Q1: 2,652 shares; 2026Q2: 2,652 shares 2,652 $181K 0.02% 0 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $171K 0.02% 0 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,530 shares; 2025Q1: 6,530 shares; 2025Q2: 6,530 shares; 2025Q3: 6,530 shares; 2025Q4: 6,530 shares; 2026Q1: 6,530 shares; 2026Q2: 6,530 shares 6,530 $166K 0.02% 0 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: not loaded; 2024Q4: 1,029 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $163K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 3,470 shares; 2026Q1: 3,470 shares; 2026Q2: 3,470 shares 3,470 $157K 0.02% 0 Timeline QQQJ 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 loaded; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,205 shares; 2025Q3: 3,205 shares; 2025Q4: 3,455 shares; 2026Q1: 3,455 shares; 2026Q2: 3,455 shares 3,455 $157K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $152K 0.02% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 5,094 shares; 2026Q2: 5,094 shares 5,094 $150K 0.02% 0 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,975 shares; 2025Q1: 3,975 shares; 2025Q2: 3,975 shares; 2025Q3: 3,975 shares; 2025Q4: 4,275 shares; 2026Q1: 4,275 shares; 2026Q2: 4,275 shares 4,275 $149K 0.02% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,282 shares; 2025Q1: 1,282 shares; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,196 shares; 2026Q1: 1,196 shares; 2026Q2: 1,196 shares 1,196 $146K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 604 shares 604 $137K 0.02% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 1,335 shares; 2026Q1: 2,852 shares; 2026Q2: 3,262 shares 3,262 $133K 0.02% +410 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,929 shares; 2026Q2: 2,693 shares 2,693 $129K 0.02% +764 Timeline VGSH 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 999 shares; 2025Q3: 1,572 shares; 2025Q4: 1,759 shares; 2026Q1: 1,591 shares; 2026Q2: 2,173 shares 2,173 $126K 0.02% +582 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,825 shares 2,825 $126K 0.02% +625 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 1,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares; 2026Q2: 2,170 shares 2,170 $125K 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares; 2026Q2: 1,260 shares 1,260 $122K 0.02% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,927 shares; 2026Q2: 2,808 shares 2,808 $119K 0.02% +881 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: not loaded; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 1,275 shares 1,275 $113K 0.01% +700 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $111K 0.01% 0 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,335 shares; 2025Q1: 5,335 shares; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares; 2025Q4: 5,335 shares; 2026Q1: 5,335 shares; 2026Q2: 5,335 shares 5,335 $111K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $107K 0.01% 0 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 1,117 shares; 2026Q2: 1,117 shares 1,117 $106K 0.01% 0 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,771 shares; 2025Q1: 3,771 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,339 shares; 2026Q1: 1,495 shares; 2026Q2: 1,495 shares 1,495 $103K 0.01% 0 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: not loaded; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 576 shares 576 $103K 0.01% 0 Timeline WCME FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 3,700 shares; 2026Q2: 4,775 shares 4,775 $93.7K 0.01% +1,075 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $92.9K 0.01% 0 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 3,600 shares; 2026Q2: 4,675 shares 4,675 $91.5K 0.01% +1,075 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares; 2026Q2: 2,115 shares 2,115 $86K 0.01% +265 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 842 shares; 2025Q1: 1,326 shares; 2025Q2: 1,348 shares; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares; 2026Q1: 842 shares; 2026Q2: 842 shares 842 $82.7K 0.01% 0 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,015 shares; 2026Q2: 1,510 shares 1,510 $82.6K 0.01% +495 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 618 shares; 2025Q3: 623 shares; 2025Q4: 623 shares; 2026Q1: 623 shares; 2026Q2: 598 shares 598 $80.5K 0.01% -25 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $78.3K 0.01% 0 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,778 shares; 2025Q1: 1,651 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,648 shares; 2026Q2: 1,648 shares 1,648 $78.2K 0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $74.4K 0.01% 0 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: not loaded; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $72.7K 0.01% 0 Timeline SCHX 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 loaded; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 2,414 shares 2,414 $71K 0.01% +1,784 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 800 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 1,907 shares; 2026Q1: 1,907 shares; 2026Q2: 1,907 shares 1,907 $67.9K 0.01% 0 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares; 2026Q2: 1,225 shares 1,225 $65.7K 0.01% +379 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 1,143 shares; 2026Q1: 1,143 shares; 2026Q2: 1,143 shares 1,143 $63K 0.01% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,368 shares; 2026Q2: 1,493 shares 1,493 $62.3K 0.01% +125 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,475 shares; 2026Q2: 1,572 shares 1,572 $61K 0.01% +97 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,035 shares; 2025Q3: 3,035 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares; 2026Q2: 3,035 shares 3,035 $59.5K 0.01% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,119 shares; 2025Q1: 1,123 shares; 2025Q2: 1,135 shares; 2025Q3: 1,139 shares; 2025Q4: 1,144 shares; 2026Q1: 1,629 shares; 2026Q2: 1,673 shares 1,673 $57.1K 0.01% +44 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $52.6K 0.01% 0 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 1,005 shares 1,005 $51.6K 0.01% 0 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $49.3K 0.01% 0 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $49.3K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 430 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares; 2026Q2: 200 shares 200 $48.5K 0.01% -149 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $48.4K 0.01% 0 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 loaded; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $48.1K 0.01% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $44.6K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $42.3K 0.01% 0 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $39.6K 0.01% 0 Timeline SCHE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,065 shares 1,065 $38.6K <0.01% new Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 958 shares; 2026Q1: 958 shares; 2026Q2: 958 shares 958 $37.9K <0.01% 0 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $37.5K <0.01% 0 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $35.9K <0.01% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 1,330 shares; 2026Q1: 1,730 shares; 2026Q2: 1,730 shares 1,730 $35.2K <0.01% 0 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 790 shares; 2026Q2: 790 shares 790 $34.8K <0.01% 0 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 loaded; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares; 2026Q2: 1,125 shares 1,125 $34.3K <0.01% -750 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 908 shares; 2026Q2: 1,164 shares 1,164 $33.7K <0.01% +256 Timeline VTHR 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: not loaded; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101 $33.5K <0.01% 0 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $33.4K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $33.3K <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares; 2026Q2: 355 shares 355 $32.2K <0.01% 0 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $29.8K <0.01% 0 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $29.1K <0.01% 0 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $29K <0.01% 0 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $27.6K <0.01% 0 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $27.1K <0.01% 0 Timeline SCHH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,140 shares 1,140 $27K <0.01% new Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 870 shares; 2026Q2: 1,025 shares 1,025 $26.9K <0.01% +155 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 950 shares; 2025Q1: 1,158 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares; 2026Q2: 858 shares 858 $26.2K <0.01% -300 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $26.1K <0.01% 0 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: not loaded; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $26.1K <0.01% 0 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $25.1K <0.01% 0 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $23.7K <0.01% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 397 shares; 2026Q2: 537 shares 537 $21.6K <0.01% +140 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 561 shares; 2026Q2: 634 shares 634 $21.4K <0.01% +73 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $21.3K <0.01% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 344 shares 344 $21.1K <0.01% 0 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $19.9K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160 shares 160 $18.5K <0.01% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares; 2026Q2: 349 shares 349 $17.6K <0.01% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 396 shares; 2026Q2: 415 shares 415 $16.7K <0.01% +19 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 600 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $16.5K <0.01% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $15.8K <0.01% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,435 shares; 2025Q2: 4,435 shares; 2025Q3: 4,435 shares; 2025Q4: 1,335 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $15K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $14.8K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $14.6K <0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 256 shares 256 $13.1K <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $12.8K <0.01% 0 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $11.9K <0.01% 0 Timeline BKLN 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 loaded; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 560 shares 560 $11.4K <0.01% 0 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 247 shares; 2026Q2: 260 shares 260 $11.1K <0.01% +13 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 247 shares; 2026Q2: 260 shares 260 $11.1K <0.01% +13 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108 shares 108 $10.2K <0.01% new Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares 168 $8.48K <0.01% 0 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $8.45K <0.01% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $8.19K <0.01% 0 Timeline SCHF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares; 2026Q2: 271 shares 271 $7.51K <0.01% +211 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $6.81K <0.01% 0 Timeline SCHP 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 loaded; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224 $5.94K <0.01% 0 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125 shares 125 $5.38K <0.01% new Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $5.3K <0.01% new Timeline TMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $5.21K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $5.13K <0.01% 0 Timeline FNDE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128 shares 128 $5.08K <0.01% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $4.48K <0.01% 0 Timeline TDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $3.94K <0.01% 0 Timeline SCHR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122 shares 122 $3.01K <0.01% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $2.93K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $2.72K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $2.65K <0.01% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $2.49K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $2.27K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $1.97K <0.01% 0 Timeline VGIT 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: not loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $1.95K <0.01% 0 Timeline BNDW 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: not loaded; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 23 shares 23 $1.56K <0.01% +1 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $1.2K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $1.09K <0.01% 0 Timeline VTWV 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $977 <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $411 <0.01% 0 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 loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $395 <0.01% 0 Timeline VCLT 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: not loaded; 2024Q4: 23,246 shares; 2025Q1: 23,444 shares; 2025Q2: 23,786 shares; 2025Q3: 24,132 shares; 2025Q4: 19,359 shares; 2026Q1: 19,528 shares; 2026Q2: 2 shares 2 $155 <0.01% -19,526 Timeline