BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,707,227 shares; 2024Q4: 3,952,928 shares; 2025Q1: 4,402,823 shares; 2025Q2: 4,562,493 shares; 2025Q3: 4,852,251 shares; 2025Q4: 5,225,541 shares; 2026Q1: 5,357,768 shares; 2026Q2: 5,706,056 shares 5,706,056 $438M 25.31% +348,288 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: 276,235 shares; 2024Q4: 276,747 shares; 2025Q1: 281,105 shares; 2025Q2: 302,433 shares; 2025Q3: 303,423 shares; 2025Q4: 303,938 shares; 2026Q1: 281,276 shares; 2026Q2: 282,065 shares 282,065 $211M 12.21% +789 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: 2,032,952 shares; 2024Q4: 1,799,763 shares; 2025Q1: 2,037,439 shares; 2025Q2: 2,104,472 shares; 2025Q3: 2,238,626 shares; 2025Q4: 2,389,566 shares; 2026Q1: 2,482,487 shares; 2026Q2: 2,608,375 shares 2,608,375 $203M 11.75% +125,888 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,823,753 shares; 2025Q3: 3,413,129 shares; 2025Q4: 3,700,845 shares; 2026Q1: 4,264,532 shares; 2026Q2: 4,435,777 shares 4,435,777 $187M 10.83% +171,245 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: 915,630 shares; 2024Q4: 929,548 shares; 2025Q1: 960,247 shares; 2025Q2: 1,059,177 shares; 2025Q3: 1,065,791 shares; 2025Q4: 776,394 shares; 2026Q1: 742,657 shares; 2026Q2: 703,778 shares 703,778 $116M 6.69% -38,879 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660,013 shares; 2024Q4: 753,937 shares; 2025Q1: 777,571 shares; 2025Q2: 802,412 shares; 2025Q3: 839,508 shares; 2025Q4: 863,260 shares; 2026Q1: 868,981 shares; 2026Q2: 890,181 shares 890,181 $86M 4.97% +21,200 Timeline VTIP 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: 766,111 shares; 2024Q4: 796,600 shares; 2025Q1: 908,541 shares; 2025Q2: 931,707 shares; 2025Q3: 1,360,330 shares; 2025Q4: 1,452,626 shares; 2026Q1: 1,471,015 shares; 2026Q2: 1,525,646 shares 1,525,646 $76.6M 4.43% +54,631 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: 1,553,947 shares; 2024Q4: 1,430,900 shares; 2025Q1: 1,649,675 shares; 2025Q2: 1,714,470 shares; 2025Q3: 1,756,250 shares; 2025Q4: 1,778,830 shares; 2026Q1: 1,819,051 shares; 2026Q2: 1,851,959 shares 1,851,959 $74.5M 4.31% +32,908 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,762 shares; 2024Q4: 193,325 shares; 2025Q1: 210,104 shares; 2025Q2: 163,122 shares; 2025Q3: 161,941 shares; 2025Q4: 320,084 shares; 2026Q1: 320,607 shares; 2026Q2: 323,641 shares 323,641 $71M 4.11% +3,034 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: 1,065 shares; 2024Q4: 1,299 shares; 2025Q1: 1,137 shares; 2025Q2: 138,197 shares; 2025Q3: 135,593 shares; 2025Q4: 270,984 shares; 2026Q1: 273,431 shares; 2026Q2: 277,358 shares 277,358 $65.6M 3.79% +3,927 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098,326 shares; 2024Q4: 1,065,332 shares; 2025Q1: 1,096,338 shares; 2025Q2: 1,097,757 shares; 2025Q3: 1,125,835 shares; 2025Q4: 1,147,531 shares; 2026Q1: 1,120,300 shares; 2026Q2: 1,105,949 shares 1,105,949 $59.7M 3.45% -14,351 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,218 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 660,056 shares; 2026Q1: 897,660 shares; 2026Q2: 933,341 shares 933,341 $47.2M 2.73% +35,681 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208,580 shares; 2026Q1: 218,652 shares; 2026Q2: 220,656 shares 220,656 $18.2M 1.05% +2,004 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127,792 shares; 2025Q2: 127,792 shares; 2025Q3: 127,792 shares; 2025Q4: 127,792 shares; 2026Q1: 127,792 shares; 2026Q2: 127,792 shares 127,792 $9.61M 0.56% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,308 shares; 2025Q2: 11,308 shares; 2025Q3: 10,733 shares; 2025Q4: 10,579 shares; 2026Q1: 9,738 shares; 2026Q2: 37,424 shares 37,424 $4.65M 0.27% +27,686 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: 23,466 shares; 2024Q4: 23,430 shares; 2025Q1: 36,889 shares; 2025Q2: 35,152 shares; 2025Q3: 35,060 shares; 2025Q4: 39,887 shares; 2026Q1: 40,984 shares; 2026Q2: 40,810 shares 40,810 $4.24M 0.25% -174 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,623 shares; 2025Q2: 45,623 shares; 2025Q3: 43,623 shares; 2025Q4: 38,623 shares; 2026Q1: 38,623 shares; 2026Q2: 38,123 shares 38,123 $3.67M 0.21% -500 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,181 shares; 2025Q3: 66,863 shares; 2025Q4: 136,340 shares; 2026Q1: 160,508 shares; 2026Q2: 127,979 shares 127,979 $2.93M 0.17% -32,529 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,992 shares; 2024Q4: 18,125 shares; 2025Q1: 26,204 shares; 2025Q2: 42,779 shares; 2025Q3: 31,835 shares; 2025Q4: 32,549 shares; 2026Q1: 36,888 shares; 2026Q2: 29,000 shares 29,000 $2.92M 0.17% -7,888 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: 5,661 shares; 2024Q4: 5,662 shares; 2025Q1: 5,458 shares; 2025Q2: 5,153 shares; 2025Q3: 5,028 shares; 2025Q4: 4,977 shares; 2026Q1: 4,787 shares; 2026Q2: 4,697 shares 4,697 $2.39M 0.14% -90 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 reported; 2024Q4: not reported; 2025Q1: 34,013 shares; 2025Q2: 33,267 shares; 2025Q3: 33,452 shares; 2025Q4: 33,452 shares; 2026Q1: 33,452 shares; 2026Q2: 28,556 shares 28,556 $2.39M 0.14% -4,896 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 reported; 2024Q4: not reported; 2025Q1: 77,924 shares; 2025Q2: 28,307 shares; 2025Q3: 28,307 shares; 2025Q4: 33,892 shares; 2026Q1: 24,892 shares; 2026Q2: 24,892 shares 24,892 $2.06M 0.12% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,308 shares; 2025Q1: 13,566 shares; 2025Q2: 12,857 shares; 2025Q3: 13,329 shares; 2025Q4: 13,256 shares; 2026Q1: 13,105 shares; 2026Q2: 7,016 shares 7,016 $1.53M 0.09% -6,089 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,430 shares; 2024Q4: 12,430 shares; 2025Q1: 13,130 shares; 2025Q2: 13,470 shares; 2025Q3: 13,470 shares; 2025Q4: 13,470 shares; 2026Q1: 13,535 shares; 2026Q2: 13,535 shares 13,535 $1.44M 0.08% 0 Timeline SCHO 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: 18,446 shares; 2024Q4: 37,831 shares; 2025Q1: 50,530 shares; 2025Q2: 85,692 shares; 2025Q3: 63,156 shares; 2025Q4: 63,929 shares; 2026Q1: 75,278 shares; 2026Q2: 58,937 shares 58,937 $1.42M 0.08% -16,341 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 reported; 2024Q4: 28,151 shares; 2025Q1: 40,266 shares; 2025Q2: 40,302 shares; 2025Q3: 44,661 shares; 2025Q4: 48,049 shares; 2026Q1: 51,503 shares; 2026Q2: 53,016 shares 53,016 $1.31M 0.08% +1,513 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: 2,633 shares; 2024Q4: 2,652 shares; 2025Q1: 3,276 shares; 2025Q2: 3,092 shares; 2025Q3: 3,034 shares; 2025Q4: 4,759 shares; 2026Q1: 4,382 shares; 2026Q2: 4,279 shares 4,279 $1.24M 0.07% -103 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: 2,152 shares; 2024Q4: 2,051 shares; 2025Q1: 5,331 shares; 2025Q2: 4,483 shares; 2025Q3: 3,862 shares; 2025Q4: 5,897 shares; 2026Q1: 5,347 shares; 2026Q2: 5,119 shares 5,119 $1.02M 0.06% -228 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: 1,204 shares; 2024Q4: 1,224 shares; 2025Q1: 3,073 shares; 2025Q2: 3,257 shares; 2025Q3: 3,210 shares; 2025Q4: 4,344 shares; 2026Q1: 4,062 shares; 2026Q2: 4,285 shares 4,285 $1.02M 0.06% +223 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,108 shares; 2024Q4: 2,465 shares; 2025Q1: 1,375 shares; 2025Q2: 989 shares; 2025Q3: 1,114 shares; 2025Q4: 1,333 shares; 2026Q1: 1,285 shares; 2026Q2: 1,350 shares 1,350 $1.01M 0.06% +65 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,550 shares; 2024Q4: 11,450 shares; 2025Q1: 12,160 shares; 2025Q2: 11,810 shares; 2025Q3: 11,810 shares; 2025Q4: 11,810 shares; 2026Q1: 11,610 shares; 2026Q2: 17,154 shares 17,154 $989K 0.06% +5,544 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: 3,244 shares; 2024Q4: 3,829 shares; 2025Q1: 2,362 shares; 2025Q2: 2,353 shares; 2025Q3: 2,323 shares; 2025Q4: 3,134 shares; 2026Q1: 2,703 shares; 2026Q2: 2,644 shares 2,644 $986K 0.06% -59 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,259 shares; 2024Q4: 2,473 shares; 2025Q1: 2,245 shares; 2025Q2: 1,993 shares; 2025Q3: 1,923 shares; 2025Q4: 1,342 shares; 2026Q1: 2,468 shares; 2026Q2: 2,486 shares 2,486 $920K 0.05% +18 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: 2,202 shares; 2024Q4: 2,470 shares; 2025Q1: 2,412 shares; 2025Q2: 2,417 shares; 2025Q3: 2,401 shares; 2025Q4: 2,401 shares; 2026Q1: 2,386 shares; 2026Q2: 2,420 shares 2,420 $904K 0.05% +34 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: 1,198 shares; 2024Q4: 1,248 shares; 2025Q1: 1,634 shares; 2025Q2: 1,504 shares; 2025Q3: 1,440 shares; 2025Q4: 2,318 shares; 2026Q1: 2,438 shares; 2026Q2: 2,434 shares 2,434 $797K 0.05% -4 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,242 shares; 2025Q3: 5,863 shares; 2025Q4: 8,544 shares; 2026Q1: 8,421 shares; 2026Q2: 9,694 shares 9,694 $712K 0.04% +1,273 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 616 shares; 2026Q1: 567 shares; 2026Q2: 575 shares 575 $676K 0.04% +8 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,950 shares; 2024Q4: 13,110 shares; 2025Q1: 13,860 shares; 2025Q2: 13,310 shares; 2025Q3: 13,310 shares; 2025Q4: 13,310 shares; 2026Q1: 13,310 shares; 2026Q2: 13,310 shares 13,310 $668K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,038 shares; 2026Q1: 1,994 shares; 2026Q2: 1,904 shares 1,904 $655K 0.04% -90 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,115 shares; 2025Q2: not reported; 2025Q3: 7,382 shares; 2025Q4: 10,572 shares; 2026Q1: 8,075 shares; 2026Q2: 8,125 shares 8,125 $627K 0.04% +50 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: 1,555 shares; 2024Q4: 1,517 shares; 2025Q1: 1,797 shares; 2025Q2: 1,701 shares; 2025Q3: 1,669 shares; 2025Q4: 2,371 shares; 2026Q1: 1,721 shares; 2026Q2: 1,680 shares 1,680 $600K 0.03% -41 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,649 shares; 2026Q1: 1,682 shares; 2026Q2: 1,637 shares 1,637 $578K 0.03% -45 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,986 shares; 2024Q4: 13,546 shares; 2025Q1: 13,452 shares; 2025Q2: 12,800 shares; 2025Q3: 12,800 shares; 2025Q4: 12,800 shares; 2026Q1: 12,800 shares; 2026Q2: 12,800 shares 12,800 $577K 0.03% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,987 shares; 2026Q1: 1,987 shares; 2026Q2: 1,987 shares 1,987 $567K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: 807 shares; 2025Q2: 585 shares; 2025Q3: 650 shares; 2025Q4: 738 shares; 2026Q1: 875 shares; 2026Q2: 806 shares 806 $554K 0.03% -69 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,450 shares; 2024Q4: 6,510 shares; 2025Q1: 6,221 shares; 2025Q2: 5,599 shares; 2025Q3: 5,965 shares; 2025Q4: 6,389 shares; 2026Q1: 5,976 shares; 2026Q2: 6,526 shares 6,526 $541K 0.03% +550 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,835 shares; 2024Q4: 1,920 shares; 2025Q1: 1,948 shares; 2025Q2: 1,906 shares; 2025Q3: 1,851 shares; 2025Q4: 1,841 shares; 2026Q1: 1,818 shares; 2026Q2: 1,832 shares 1,832 $515K 0.03% +14 Timeline OVT LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,510 shares 23,510 $513K 0.03% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 659 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 810 shares; 2026Q1: 1,132 shares; 2026Q2: 1,495 shares 1,495 $513K 0.03% +363 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,343 shares; 2025Q2: not reported; 2025Q3: 1,220 shares; 2025Q4: 1,459 shares; 2026Q1: 1,459 shares; 2026Q2: 1,459 shares 1,459 $511K 0.03% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 530 shares; 2026Q1: 556 shares; 2026Q2: 4,056 shares 4,056 $485K 0.03% +3,500 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 reported; 2024Q4: not reported; 2025Q1: 30,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,141 shares; 2026Q1: 4,860 shares; 2026Q2: 4,860 shares 4,860 $481K 0.03% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,678 shares; 2025Q2: 20,286 shares; 2025Q3: 20,286 shares; 2025Q4: 20,286 shares; 2026Q1: 19,286 shares; 2026Q2: 8,196 shares 8,196 $463K 0.03% -11,090 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,775 shares; 2025Q3: 5,748 shares; 2025Q4: 5,196 shares; 2026Q1: 5,248 shares; 2026Q2: 6,475 shares 6,475 $461K 0.03% +1,227 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 631 shares; 2025Q4: 1,400 shares; 2026Q1: 1,244 shares; 2026Q2: 1,169 shares 1,169 $442K 0.03% -75 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,584 shares; 2025Q3: 3,609 shares; 2025Q4: not reported; 2026Q1: 3,481 shares; 2026Q2: 7,587 shares 7,587 $442K 0.03% +4,106 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 reported; 2024Q4: not reported; 2025Q1: 9,517 shares; 2025Q2: 9,517 shares; 2025Q3: 8,094 shares; 2025Q4: 8,094 shares; 2026Q1: 7,740 shares; 2026Q2: 2,948 shares 2,948 $432K 0.02% -4,792 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,640 shares; 2025Q1: 6,000 shares; 2025Q2: 5,600 shares; 2025Q3: 5,350 shares; 2025Q4: 4,724 shares; 2026Q1: 3,500 shares; 2026Q2: 3,149 shares 3,149 $430K 0.02% -351 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,204 shares; 2026Q1: 5,444 shares; 2026Q2: 5,644 shares 5,644 $412K 0.02% +200 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,972 shares; 2025Q4: 14,314 shares; 2026Q1: 15,514 shares; 2026Q2: 17,667 shares 17,667 $409K 0.02% +2,153 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 reported; 2024Q4: not reported; 2025Q1: 2,294 shares; 2025Q2: 2,312 shares; 2025Q3: 2,312 shares; 2025Q4: 2,234 shares; 2026Q1: 1,957 shares; 2026Q2: 1,927 shares 1,927 $403K 0.02% -30 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 reported; 2024Q4: not reported; 2025Q1: 12,149 shares; 2025Q2: 12,176 shares; 2025Q3: 12,154 shares; 2025Q4: 12,558 shares; 2026Q1: 12,878 shares; 2026Q2: 6,666 shares 6,666 $398K 0.02% -6,212 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,547 shares; 2025Q1: 3,018 shares; 2025Q2: 4,064 shares; 2025Q3: 3,749 shares; 2025Q4: 3,656 shares; 2026Q1: 3,868 shares; 2026Q2: 3,806 shares 3,806 $391K 0.02% -62 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,806 shares 2,806 $384K 0.02% new Timeline NUDV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,285 shares; 2025Q2: 14,785 shares; 2025Q3: 13,606 shares; 2025Q4: 11,906 shares; 2026Q1: 11,706 shares; 2026Q2: 11,606 shares 11,606 $378K 0.02% -100 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares; 2026Q1: 1,136 shares; 2026Q2: 1,237 shares 1,237 $372K 0.02% +101 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: 827 shares; 2024Q4: 819 shares; 2025Q1: 293 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 312 shares; 2026Q1: 324 shares; 2026Q2: 308 shares 308 $369K 0.02% -16 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 602 shares; 2026Q1: 575 shares; 2026Q2: 491 shares 491 $361K 0.02% -84 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,645 shares; 2026Q1: 3,341 shares; 2026Q2: 3,151 shares 3,151 $357K 0.02% -190 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,113 shares; 2025Q2: 1,840 shares; 2025Q3: 1,690 shares; 2025Q4: 1,540 shares; 2026Q1: 1,490 shares; 2026Q2: 1,490 shares 1,490 $355K 0.02% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 512 shares; 2026Q2: 461 shares 461 $333K 0.02% -51 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,716 shares; 2026Q1: 8,716 shares; 2026Q2: 7,237 shares 7,237 $331K 0.02% -1,479 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,445 shares; 2024Q4: 2,445 shares; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares; 2026Q2: 2,440 shares 2,440 $324K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,504 shares; 2025Q4: 2,504 shares; 2026Q1: 2,504 shares; 2026Q2: 2,439 shares 2,439 $323K 0.02% -65 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,978 shares; 2026Q1: 2,924 shares; 2026Q2: 2,924 shares 2,924 $313K 0.02% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,867 shares; 2026Q1: 12,211 shares; 2026Q2: 12,211 shares 12,211 $305K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,589 shares; 2026Q2: 2,575 shares 2,575 $302K 0.02% -14 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,866 shares; 2026Q1: 3,866 shares; 2026Q2: 3,257 shares 3,257 $297K 0.02% -609 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 2,043 shares; 2025Q1: 2,813 shares; 2025Q2: 2,578 shares; 2025Q3: 2,503 shares; 2025Q4: 2,614 shares; 2026Q1: 565 shares; 2026Q2: 583 shares 583 $292K 0.02% +18 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,384 shares; 2025Q3: 1,336 shares; 2025Q4: 1,613 shares; 2026Q1: 1,511 shares; 2026Q2: 1,512 shares 1,512 $287K 0.02% +1 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518,437 shares; 2024Q4: 551,299 shares; 2025Q1: 632,153 shares; 2025Q2: 657,201 shares; 2025Q3: 365,540 shares; 2025Q4: 382,565 shares; 2026Q1: 2,763 shares; 2026Q2: 2,555 shares 2,555 $282K 0.02% -208 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,285 shares; 2026Q2: 3,285 shares 3,285 $281K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,048 shares; 2024Q4: 13,048 shares; 2025Q1: 12,934 shares; 2025Q2: 12,800 shares; 2025Q3: 12,800 shares; 2025Q4: 12,800 shares; 2026Q1: 12,800 shares; 2026Q2: 12,800 shares 12,800 $281K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,227 shares; 2025Q2: 1,716 shares; 2025Q3: 1,500 shares; 2025Q4: 1,350 shares; 2026Q1: 1,185 shares; 2026Q2: 1,177 shares 1,177 $280K 0.02% -8 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 reported; 2024Q4: 1,781 shares; 2025Q1: 1,588 shares; 2025Q2: 1,344 shares; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 993 shares; 2026Q2: 1,071 shares 1,071 $272K 0.02% +78 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,714 shares 4,714 $267K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 955 shares; 2026Q1: 1,047 shares; 2026Q2: 3,252 shares 3,252 $262K 0.02% +2,205 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,214 shares; 2025Q1: 3,094 shares; 2025Q2: 2,854 shares; 2025Q3: 2,684 shares; 2025Q4: 2,634 shares; 2026Q1: 2,780 shares; 2026Q2: 2,874 shares 2,874 $254K 0.01% +94 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,047 shares; 2025Q3: 5,155 shares; 2025Q4: 4,905 shares; 2026Q1: 5,035 shares; 2026Q2: 4,605 shares 4,605 $252K 0.01% -430 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 reported; 2024Q4: not reported; 2025Q1: 5,398 shares; 2025Q2: not reported; 2025Q3: 1,110 shares; 2025Q4: 1,195 shares; 2026Q1: 1,309 shares; 2026Q2: 1,033 shares 1,033 $250K 0.01% -276 Timeline OVB LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,223 shares 12,223 $250K 0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 500 shares 500 $245K 0.01% -100 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,924 shares; 2026Q2: 8,297 shares 8,297 $244K 0.01% +3,373 Timeline OVF LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,700 shares 7,700 $244K 0.01% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,768 shares 4,768 $243K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: 1,029 shares; 2025Q2: not reported; 2025Q3: 931 shares; 2025Q4: 1,065 shares; 2026Q1: 954 shares; 2026Q2: 954 shares 954 $240K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 839 shares; 2026Q1: 879 shares; 2026Q2: 798 shares 798 $239K 0.01% -81 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 540 shares; 2026Q1: 422 shares; 2026Q2: 422 shares 422 $238K 0.01% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares; 2026Q2: 2,656 shares 2,656 $237K 0.01% -64 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: 2,215 shares; 2024Q4: 2,215 shares; 2025Q1: 3,372 shares; 2025Q2: 1,622 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $228K 0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,355 shares; 2026Q1: 1,355 shares; 2026Q2: 1,355 shares 1,355 $226K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 164 shares; 2026Q2: 164 shares 164 $223K 0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,016 shares; 2024Q4: 3,963 shares; 2025Q1: not reported; 2025Q2: 1,161 shares; 2025Q3: 1,136 shares; 2025Q4: 1,030 shares; 2026Q1: 799 shares; 2026Q2: 792 shares 792 $215K 0.01% -7 Timeline CWI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,658 shares; 2026Q1: 7,322 shares; 2026Q2: 5,113 shares 5,113 $208K 0.01% -2,209 Timeline