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: 1,320,363 shares; 2024Q4: 4,007,691 shares; 2025Q1: 4,251,136 shares; 2025Q2: 4,664,159 shares; 2025Q3: 5,071,311 shares; 2025Q4: 5,090,429 shares; 2026Q1: 5,210,739 shares; 2026Q2: 5,449,167 shares 5,449,167 $158M 25.35% +238,428 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: 751,094 shares; 2024Q4: 1,725,859 shares; 2025Q1: 1,835,854 shares; 2025Q2: 2,010,019 shares; 2025Q3: 2,185,921 shares; 2025Q4: 2,195,032 shares; 2026Q1: 2,208,619 shares; 2026Q2: 2,384,300 shares 2,384,300 $66M 10.61% +175,681 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: 678,242 shares; 2024Q4: 1,592,885 shares; 2025Q1: 1,643,899 shares; 2025Q2: 1,739,672 shares; 2025Q3: 1,823,975 shares; 2025Q4: 1,937,988 shares; 2026Q1: 1,964,291 shares; 2026Q2: 2,111,731 shares 2,111,731 $51M 8.19% +147,440 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: 321,601 shares; 2024Q4: 685,790 shares; 2025Q1: 732,525 shares; 2025Q2: 862,366 shares; 2025Q3: 918,203 shares; 2025Q4: 931,742 shares; 2026Q1: 915,652 shares; 2026Q2: 947,282 shares 947,282 $34.2M 5.5% +31,630 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: 437,087 shares; 2025Q1: 471,243 shares; 2025Q2: 506,461 shares; 2025Q3: 543,942 shares; 2025Q4: 608,500 shares; 2026Q1: 634,352 shares; 2026Q2: 733,429 shares 733,429 $31M 4.97% +99,077 Timeline SCHZ 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: 674,065 shares; 2024Q4: 1,140,638 shares; 2025Q1: 1,169,124 shares; 2025Q2: 1,170,551 shares; 2025Q3: 1,215,223 shares; 2025Q4: 1,271,246 shares; 2026Q1: 1,294,961 shares; 2026Q2: 1,337,186 shares 1,337,186 $30.9M 4.97% +42,225 Timeline FNDX 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: 192,096 shares; 2024Q4: 657,445 shares; 2025Q1: 718,977 shares; 2025Q2: 762,115 shares; 2025Q3: 801,232 shares; 2025Q4: 869,591 shares; 2026Q1: 888,910 shares; 2026Q2: 949,267 shares 949,267 $29.5M 4.74% +60,357 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: 132,496 shares; 2024Q4: 130,918 shares; 2025Q1: 131,555 shares; 2025Q2: 153,256 shares; 2025Q3: 152,435 shares; 2025Q4: 149,081 shares; 2026Q1: 148,899 shares; 2026Q2: 158,382 shares 158,382 $26M 4.18% +9,483 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: 287,989 shares; 2024Q4: 328,697 shares; 2025Q1: 345,328 shares; 2025Q2: 415,568 shares; 2025Q3: 446,299 shares; 2025Q4: 451,942 shares; 2026Q1: 449,426 shares; 2026Q2: 496,715 shares 496,715 $18M 2.89% +47,289 Timeline DFGP 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: 190,255 shares; 2025Q1: 202,000 shares; 2025Q2: 221,990 shares; 2025Q3: 241,299 shares; 2025Q4: 270,401 shares; 2026Q1: 276,590 shares; 2026Q2: 298,155 shares 298,155 $16.2M 2.61% +21,565 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: 5,285 shares; 2024Q4: 4,864 shares; 2025Q1: 10,534 shares; 2025Q2: 10,386 shares; 2025Q3: 10,363 shares; 2025Q4: 10,365 shares; 2026Q1: 10,342 shares; 2026Q2: 14,659 shares 14,659 $10.9M 1.76% +4,317 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: 461 shares; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 596 shares; 2025Q4: 596 shares; 2026Q1: 1,991 shares; 2026Q2: 12,375 shares 12,375 $9.11M 1.46% +10,384 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: 103,369 shares; 2024Q4: 100,972 shares; 2025Q1: 98,814 shares; 2025Q2: 150,110 shares; 2025Q3: 160,818 shares; 2025Q4: 170,291 shares; 2026Q1: 176,972 shares; 2026Q2: 189,285 shares 189,285 $9.08M 1.46% +12,313 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,662 shares; 2024Q4: 164,674 shares; 2025Q1: 163,977 shares; 2025Q2: 163,735 shares; 2025Q3: 163,506 shares; 2025Q4: 163,516 shares; 2026Q1: 163,527 shares; 2026Q2: 162,870 shares 162,870 $8.96M 1.44% -657 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,043 shares; 2024Q4: 83,751 shares; 2025Q1: 94,482 shares; 2025Q2: 72,680 shares; 2025Q3: 100,189 shares; 2025Q4: 135,013 shares; 2026Q1: 137,583 shares; 2026Q2: 154,027 shares 154,027 $7.05M 1.13% +16,444 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,267 shares; 2024Q4: 20,004 shares; 2025Q1: 21,701 shares; 2025Q2: 22,146 shares; 2025Q3: 22,065 shares; 2025Q4: 21,858 shares; 2026Q1: 21,935 shares; 2026Q2: 22,145 shares 22,145 $6.97M 1.12% +210 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: 62,333 shares; 2024Q4: 62,293 shares; 2025Q1: 77,766 shares; 2025Q2: 76,036 shares; 2025Q3: 76,230 shares; 2025Q4: 75,560 shares; 2026Q1: 63,416 shares; 2026Q2: 65,020 shares 65,020 $6.28M 1.01% +1,604 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: 24,300 shares; 2024Q4: 25,100 shares; 2025Q1: 26,585 shares; 2025Q2: 25,515 shares; 2025Q3: 26,027 shares; 2025Q4: 33,278 shares; 2026Q1: 28,156 shares; 2026Q2: 28,176 shares 28,176 $5.64M 0.91% +20 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: 13,773 shares; 2024Q4: 16,746 shares; 2025Q1: 18,985 shares; 2025Q2: 31,603 shares; 2025Q3: 35,764 shares; 2025Q4: 39,959 shares; 2026Q1: 42,769 shares; 2026Q2: 51,941 shares 51,941 $5.59M 0.9% +9,172 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: 13,274 shares; 2024Q4: 13,275 shares; 2025Q1: 13,311 shares; 2025Q2: 13,311 shares; 2025Q3: 13,234 shares; 2025Q4: 14,198 shares; 2026Q1: 13,327 shares; 2026Q2: 13,257 shares 13,257 $4.91M 0.79% -70 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: 58,603 shares; 2024Q4: 58,215 shares; 2025Q1: 58,220 shares; 2025Q2: 57,728 shares; 2025Q3: 57,734 shares; 2025Q4: 57,739 shares; 2026Q1: 58,839 shares; 2026Q2: 57,971 shares 57,971 $4.77M 0.77% -868 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: 9,830 shares; 2024Q4: 14,451 shares; 2025Q1: 14,616 shares; 2025Q2: 13,718 shares; 2025Q3: 12,035 shares; 2025Q4: 15,527 shares; 2026Q1: 16,139 shares; 2026Q2: 16,490 shares 16,490 $4.77M 0.77% +351 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: 86,950 shares; 2024Q4: 85,029 shares; 2025Q1: 84,568 shares; 2025Q2: 83,667 shares; 2025Q3: 83,673 shares; 2025Q4: 83,573 shares; 2026Q1: 83,388 shares; 2026Q2: 86,591 shares 86,591 $4.68M 0.75% +3,203 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: 17,258 shares; 2024Q4: 16,920 shares; 2025Q1: 17,143 shares; 2025Q2: 20,702 shares; 2025Q3: 21,260 shares; 2025Q4: 21,260 shares; 2026Q1: 21,043 shares; 2026Q2: 21,033 shares 21,033 $3.12M 0.5% -10 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,419 shares; 2024Q4: 42,419 shares; 2025Q1: 42,419 shares; 2025Q2: 41,892 shares; 2025Q3: 41,892 shares; 2025Q4: 41,892 shares; 2026Q1: 41,892 shares; 2026Q2: 41,892 shares 41,892 $2.93M 0.47% 0 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: 3,404 shares; 2024Q4: 3,184 shares; 2025Q1: 5,513 shares; 2025Q2: 5,271 shares; 2025Q3: 5,458 shares; 2025Q4: 7,616 shares; 2026Q1: 7,192 shares; 2026Q2: 7,333 shares 7,333 $2.74M 0.44% +141 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,487 shares; 2024Q4: 18,487 shares; 2025Q1: 18,487 shares; 2025Q2: 18,487 shares; 2025Q3: 18,487 shares; 2025Q4: 18,487 shares; 2026Q1: 18,487 shares; 2026Q2: 92,435 shares 92,435 $2.53M 0.41% +73,948 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: 20,139 shares; 2024Q4: 20,139 shares; 2025Q1: 20,139 shares; 2025Q2: 20,139 shares; 2025Q3: 20,139 shares; 2025Q4: 20,139 shares; 2026Q1: 37,345 shares; 2026Q2: 30,562 shares 30,562 $2.18M 0.35% -6,783 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: 2,968 shares; 2024Q4: 2,908 shares; 2025Q1: 3,918 shares; 2025Q2: 3,132 shares; 2025Q3: 3,270 shares; 2025Q4: 5,296 shares; 2026Q1: 5,188 shares; 2026Q2: 5,416 shares 5,416 $1.94M 0.31% +228 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: 50 shares; 2024Q4: 40 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares; 2026Q2: 2,698 shares 2,698 $1.9M 0.3% +1,433 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: 3,117 shares; 2024Q4: 2,362 shares; 2025Q1: 2,362 shares; 2025Q2: 2,342 shares; 2025Q3: 2,342 shares; 2025Q4: 2,500 shares; 2026Q1: 2,572 shares; 2026Q2: 2,581 shares 2,581 $1.87M 0.3% +9 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,049 shares 5,049 $1.69M 0.27% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,837 shares; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares; 2025Q4: 2,190 shares; 2026Q1: 2,190 shares; 2026Q2: 2,190 shares 2,190 $1.64M 0.26% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,499 shares; 2024Q4: 53,499 shares; 2025Q1: 53,499 shares; 2025Q2: 53,499 shares; 2025Q3: 53,499 shares; 2025Q4: 53,499 shares; 2026Q1: 53,499 shares; 2026Q2: 53,499 shares 53,499 $1.61M 0.26% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,758 shares; 2024Q4: 44,280 shares; 2025Q1: 44,320 shares; 2025Q2: 44,328 shares; 2025Q3: 45,386 shares; 2025Q4: 46,870 shares; 2026Q1: 46,878 shares; 2026Q2: 46,795 shares 46,795 $1.48M 0.24% -83 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,008 shares; 2026Q1: 3,008 shares; 2026Q2: 3,000 shares 3,000 $1.47M 0.24% -8 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: 1,799 shares; 2024Q4: 1,798 shares; 2025Q1: 2,574 shares; 2025Q2: 1,971 shares; 2025Q3: 2,704 shares; 2025Q4: 6,106 shares; 2026Q1: 6,084 shares; 2026Q2: 6,084 shares 6,084 $1.45M 0.23% 0 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: 30,026 shares; 2024Q4: 28,519 shares; 2025Q1: 28,519 shares; 2025Q2: 28,519 shares; 2025Q3: 28,519 shares; 2025Q4: 28,519 shares; 2026Q1: 43,758 shares; 2026Q2: 31,687 shares 31,687 $1.41M 0.23% -12,071 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: 967 shares; 2024Q4: 967 shares; 2025Q1: 1,094 shares; 2025Q2: 967 shares; 2025Q3: 1,192 shares; 2025Q4: 1,192 shares; 2026Q1: 1,192 shares; 2026Q2: 6,581 shares 6,581 $1.4M 0.22% +5,389 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: 41,764 shares; 2024Q4: 38,726 shares; 2025Q1: 38,726 shares; 2025Q2: 38,726 shares; 2025Q3: 38,726 shares; 2025Q4: 37,368 shares; 2026Q1: 37,368 shares; 2026Q2: 37,368 shares 37,368 $1.38M 0.22% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,403 shares; 2024Q4: 5,382 shares; 2025Q1: 5,382 shares; 2025Q2: 5,382 shares; 2025Q3: 5,382 shares; 2025Q4: 5,382 shares; 2026Q1: 5,382 shares; 2026Q2: 5,382 shares 5,382 $1.31M 0.21% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,577 shares 31,577 $1.25M 0.2% new 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: 173 shares; 2024Q4: 172 shares; 2025Q1: 3,101 shares; 2025Q2: 4,127 shares; 2025Q3: 4,743 shares; 2025Q4: 4,743 shares; 2026Q1: 1,831 shares; 2026Q2: 1,816 shares 1,816 $1.25M 0.2% -15 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 1,801 shares; 2025Q2: 1,801 shares; 2025Q3: 1,801 shares; 2025Q4: 2,563 shares; 2026Q1: 2,486 shares; 2026Q2: 2,705 shares 2,705 $1.14M 0.18% +219 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: 12,437 shares; 2024Q4: 12,437 shares; 2025Q1: 14,129 shares; 2025Q2: 13,642 shares; 2025Q3: 13,642 shares; 2025Q4: 13,642 shares; 2026Q1: 13,568 shares; 2026Q2: 13,535 shares 13,535 $1.12M 0.18% -33 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: 665 shares; 2024Q4: 812 shares; 2025Q1: 3,659 shares; 2025Q2: 3,095 shares; 2025Q3: 3,145 shares; 2025Q4: 3,392 shares; 2026Q1: 3,374 shares; 2026Q2: 3,389 shares 3,389 $1.11M 0.18% +15 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: 16,701 shares; 2024Q4: 10,879 shares; 2025Q1: 9,685 shares; 2025Q2: 10,260 shares; 2025Q3: 12,757 shares; 2025Q4: 11,331 shares; 2026Q1: 11,147 shares; 2026Q2: 10,743 shares 10,743 $1.06M 0.17% -404 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: 10,034 shares; 2024Q4: 10,065 shares; 2025Q1: 10,070 shares; 2025Q2: 10,070 shares; 2025Q3: 10,070 shares; 2025Q4: 10,070 shares; 2026Q1: 9,734 shares; 2026Q2: 9,734 shares 9,734 $1.04M 0.17% 0 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: 22,114 shares; 2024Q4: 15,652 shares; 2025Q1: 15,375 shares; 2025Q2: 13,960 shares; 2025Q3: 13,733 shares; 2025Q4: 13,959 shares; 2026Q1: 15,224 shares; 2026Q2: 13,135 shares 13,135 $1.02M 0.16% -2,089 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: 171 shares; 2024Q4: 170 shares; 2025Q1: 1,783 shares; 2025Q2: 1,783 shares; 2025Q3: 1,649 shares; 2025Q4: 2,942 shares; 2026Q1: 2,866 shares; 2026Q2: 2,866 shares 2,866 $983K 0.16% 0 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 6,720 shares 6,720 $856K 0.14% new 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: 10,228 shares; 2024Q4: 10,228 shares; 2025Q1: 10,228 shares; 2025Q2: 10,228 shares; 2025Q3: 10,228 shares; 2025Q4: 10,228 shares; 2026Q1: 10,228 shares; 2026Q2: 10,228 shares 10,228 $838K 0.13% 0 Timeline SPYD 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: 19,997 shares; 2024Q4: 19,997 shares; 2025Q1: 19,997 shares; 2025Q2: 19,997 shares; 2025Q3: 19,997 shares; 2025Q4: 17,472 shares; 2026Q1: 17,472 shares; 2026Q2: 17,472 shares 17,472 $834K 0.13% 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: 1,582 shares; 2024Q4: 1,582 shares; 2025Q1: 5,890 shares; 2025Q2: 4,920 shares; 2025Q3: 4,851 shares; 2025Q4: 6,209 shares; 2026Q1: 5,525 shares; 2026Q2: 5,525 shares 5,525 $810K 0.13% 0 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: 1,227 shares; 2024Q4: 1,206 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,832 shares; 2025Q4: 2,286 shares; 2026Q1: 2,286 shares; 2026Q2: 2,286 shares 2,286 $808K 0.13% 0 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: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 332 shares; 2025Q3: 388 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 628 shares 628 $753K 0.12% +3 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 reported; 2024Q4: not reported; 2025Q1: 7,766 shares; 2025Q2: 7,766 shares; 2025Q3: 7,766 shares; 2025Q4: 7,766 shares; 2026Q1: 7,634 shares; 2026Q2: 7,044 shares 7,044 $732K 0.12% -590 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 1,232 shares; 2025Q2: 422 shares; 2025Q3: 645 shares; 2025Q4: 2,073 shares; 2026Q1: 1,895 shares; 2026Q2: 1,895 shares 1,895 $716K 0.11% 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: 671 shares; 2024Q4: 671 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares; 2026Q2: 1,044 shares 1,044 $669K 0.11% 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: 2,737 shares; 2024Q4: 2,737 shares; 2025Q1: 5,075 shares; 2025Q2: 5,075 shares; 2025Q3: 5,075 shares; 2025Q4: 5,039 shares; 2026Q1: 3,891 shares; 2026Q2: 2,940 shares 2,940 $641K 0.1% -951 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,935 shares; 2024Q4: 4,935 shares; 2025Q1: 4,935 shares; 2025Q2: 4,935 shares; 2025Q3: 4,935 shares; 2025Q4: 4,935 shares; 2026Q1: not reported; 2026Q2: 4,066 shares 4,066 $627K 0.1% new 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: 333 shares; 2024Q4: 333 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 467 shares; 2025Q4: 1,004 shares; 2026Q1: 1,024 shares; 2026Q2: 1,111 shares 1,111 $626K 0.1% +87 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 960 shares; 2025Q4: 6,964 shares; 2026Q1: 6,867 shares; 2026Q2: 6,867 shares 6,867 $598K 0.1% 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: 692 shares; 2024Q4: 3,921 shares; 2025Q1: 3,759 shares; 2025Q2: 3,759 shares; 2025Q3: 3,759 shares; 2025Q4: 3,759 shares; 2026Q1: 3,759 shares; 2026Q2: 3,759 shares 3,759 $572K 0.09% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,266 shares; 2025Q4: 1,248 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $554K 0.09% 0 Timeline SCHV 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: 5,295 shares; 2024Q4: 15,885 shares; 2025Q1: 15,885 shares; 2025Q2: 15,885 shares; 2025Q3: 15,885 shares; 2025Q4: 15,885 shares; 2026Q1: 15,885 shares; 2026Q2: 15,885 shares 15,885 $553K 0.09% 0 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: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,610 shares; 2025Q4: 1,846 shares; 2026Q1: 1,729 shares; 2026Q2: 1,887 shares 1,887 $531K 0.09% +158 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: 469 shares; 2024Q4: 463 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,842 shares; 2025Q4: 1,858 shares; 2026Q1: 1,839 shares; 2026Q2: 1,857 shares 1,857 $502K 0.08% +18 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: 1,386 shares; 2024Q4: 1,386 shares; 2025Q1: 2,938 shares; 2025Q2: 1,386 shares; 2025Q3: 1,728 shares; 2025Q4: 1,788 shares; 2026Q1: 1,794 shares; 2026Q2: 1,921 shares 1,921 $483K 0.08% +127 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: 6,356 shares; 2024Q4: 6,332 shares; 2025Q1: 6,015 shares; 2025Q2: 6,015 shares; 2025Q3: 6,015 shares; 2025Q4: 6,015 shares; 2026Q1: 6,015 shares; 2026Q2: 6,015 shares 6,015 $481K 0.08% 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: 3,349 shares; 2024Q4: 3,349 shares; 2025Q1: 3,349 shares; 2025Q2: 3,349 shares; 2025Q3: 3,349 shares; 2025Q4: 3,349 shares; 2026Q1: not reported; 2026Q2: 3,349 shares 3,349 $477K 0.08% new 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: 1,583 shares; 2024Q4: 1,576 shares; 2025Q1: 3,348 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 1,569 shares; 2026Q1: 1,569 shares; 2026Q2: 1,569 shares 1,569 $476K 0.08% 0 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: 66 shares; 2024Q4: 21 shares; 2025Q1: 470 shares; 2025Q2: 21 shares; 2025Q3: 356 shares; 2025Q4: not reported; 2026Q1: 1,581 shares; 2026Q2: 3,151 shares 3,151 $431K 0.07% +1,570 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 357 shares 357 $412K 0.07% new Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 11,186 shares 11,186 $401K 0.06% new Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,288 shares; 2024Q4: 3,288 shares; 2025Q1: 3,288 shares; 2025Q2: 3,288 shares; 2025Q3: 3,579 shares; 2025Q4: 3,414 shares; 2026Q1: 3,414 shares; 2026Q2: 3,414 shares 3,414 $401K 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 140 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 683 shares 683 $397K 0.06% new 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: 884 shares; 2024Q4: 884 shares; 2025Q1: 1,660 shares; 2025Q2: 884 shares; 2025Q3: 1,269 shares; 2025Q4: 1,388 shares; 2026Q1: 1,502 shares; 2026Q2: 1,502 shares 1,502 $381K 0.06% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,119 shares; 2026Q2: 4,952 shares 4,952 $374K 0.06% +833 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: 1,665 shares; 2024Q4: 1,665 shares; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 1,567 shares; 2026Q2: 1,567 shares 1,567 $371K 0.06% 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: 1,651 shares; 2024Q4: 1,651 shares; 2025Q1: 1,651 shares; 2025Q2: 1,651 shares; 2025Q3: 2,051 shares; 2025Q4: 3,005 shares; 2026Q1: 3,064 shares; 2026Q2: 3,147 shares 3,147 $370K 0.06% +83 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 771 shares; 2025Q4: 5,240 shares; 2026Q1: 5,240 shares; 2026Q2: 5,240 shares 5,240 $370K 0.06% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,697 shares; 2026Q1: 1,600 shares; 2026Q2: 1,644 shares 1,644 $366K 0.06% +44 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS 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: 1,056 shares; 2025Q4: 7,176 shares; 2026Q1: 7,176 shares; 2026Q2: 7,176 shares 7,176 $363K 0.06% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,436 shares; 2024Q4: 1,436 shares; 2025Q1: 2,321 shares; 2025Q2: 1,436 shares; 2025Q3: 1,774 shares; 2025Q4: 2,069 shares; 2026Q1: 2,152 shares; 2026Q2: 2,161 shares 2,161 $358K 0.06% +9 Timeline QQEW 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,162 shares 2,162 $345K 0.06% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 2,881 shares 2,881 $344K 0.06% +2,521 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,141 shares; 2026Q2: 1,141 shares 1,141 $343K 0.06% 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: 1,462 shares; 2024Q4: 2,143 shares; 2025Q1: 2,143 shares; 2025Q2: 2,143 shares; 2025Q3: 2,143 shares; 2025Q4: 2,143 shares; 2026Q1: 2,143 shares; 2026Q2: 2,143 shares 2,143 $336K 0.05% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 168 shares; 2025Q4: 1,069 shares; 2026Q1: 1,069 shares; 2026Q2: 1,069 shares 1,069 $323K 0.05% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $320K 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: 145 shares; 2024Q4: 145 shares; 2025Q1: 204 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: not reported; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $309K 0.05% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 317 shares; 2025Q2: 283 shares; 2025Q3: 308 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $303K 0.05% 0 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: 183 shares; 2024Q4: 182 shares; 2025Q1: 316 shares; 2025Q2: 178 shares; 2025Q3: 226 shares; 2025Q4: 265 shares; 2026Q1: 297 shares; 2026Q2: 321 shares 321 $300K 0.05% +24 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,084 shares; 2025Q2: 4,720 shares; 2025Q3: 4,720 shares; 2025Q4: 4,916 shares; 2026Q1: 4,916 shares; 2026Q2: 4,916 shares 4,916 $297K 0.05% 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: 1,472 shares; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 1,472 shares; 2026Q1: 1,472 shares; 2026Q2: 1,472 shares 1,472 $291K 0.05% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,810 shares; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 2,810 shares; 2026Q2: 2,810 shares 2,810 $290K 0.05% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 819 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: not reported; 2026Q1: 651 shares; 2026Q2: 604 shares 604 $288K 0.05% -47 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: 295 shares; 2024Q4: 1,122 shares; 2025Q1: 563 shares; 2025Q2: 322 shares; 2025Q3: 397 shares; 2025Q4: 685 shares; 2026Q1: 612 shares; 2026Q2: 576 shares 576 $288K 0.05% -36 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: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 417 shares; 2025Q4: 435 shares; 2026Q1: 1,013 shares; 2026Q2: 3,276 shares 3,276 $282K 0.05% +2,263 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR 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: 10 shares; 2025Q4: not reported; 2026Q1: 199 shares; 2026Q2: 199 shares 199 $275K 0.04% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL 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: 456 shares; 2026Q1: 456 shares; 2026Q2: 456 shares 456 $261K 0.04% 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares; 2026Q1: 1,638 shares; 2026Q2: 1,638 shares 1,638 $259K 0.04% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: not reported; 2026Q2: 1,003 shares 1,003 $254K 0.04% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS 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: 163 shares; 2025Q4: 1,109 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $251K 0.04% 0 Timeline FNDB 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: 2,811 shares; 2024Q4: 8,433 shares; 2025Q1: 8,433 shares; 2025Q2: 8,433 shares; 2025Q3: 8,148 shares; 2025Q4: 8,148 shares; 2026Q1: 8,148 shares; 2026Q2: 8,148 shares 8,148 $248K 0.04% 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 reported; 2024Q4: not reported; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares; 2026Q2: 1,520 shares 1,520 $241K 0.04% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 518 shares; 2026Q1: 467 shares; 2026Q2: 467 shares 467 $240K 0.04% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 572 shares; 2025Q4: 859 shares; 2026Q1: 859 shares; 2026Q2: 859 shares 859 $239K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 371 shares; 2025Q4: not reported; 2026Q1: 6,513 shares; 2026Q2: 6,421 shares 6,421 $237K 0.04% -92 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: 4,705 shares; 2024Q4: 4,705 shares; 2025Q1: 4,705 shares; 2025Q2: 4,705 shares; 2025Q3: 4,705 shares; 2025Q4: 4,705 shares; 2026Q1: 4,705 shares; 2026Q2: 4,705 shares 4,705 $236K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648 shares; 2024Q4: 722 shares; 2025Q1: 1,505 shares; 2025Q2: 714 shares; 2025Q3: 856 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 1,236 shares 1,236 $235K 0.04% +61 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: 256 shares; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 615 shares 615 $230K 0.04% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,289 shares; 2024Q4: 4,289 shares; 2025Q1: 4,289 shares; 2025Q2: 4,289 shares; 2025Q3: 4,289 shares; 2025Q4: 4,289 shares; 2026Q1: 4,289 shares; 2026Q2: 4,289 shares 4,289 $225K 0.04% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 748 shares 748 $223K 0.04% new Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 762 shares; 2025Q4: 5,182 shares; 2026Q1: 5,182 shares; 2026Q2: 5,182 shares 5,182 $216K 0.03% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,090 shares 8,090 $215K 0.03% new 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: 570 shares; 2024Q4: 766 shares; 2025Q1: 2,412 shares; 2025Q2: 569 shares; 2025Q3: 512 shares; 2025Q4: not reported; 2026Q1: 1,883 shares; 2026Q2: 1,883 shares 1,883 $213K 0.03% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,534 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,534 shares 1,534 $211K 0.03% new 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: 900 shares; 2024Q4: 800 shares; 2025Q1: 1,012 shares; 2025Q2: 800 shares; 2025Q3: 90 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,508 shares 1,508 $211K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $204K 0.03% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 1,368 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,590 shares 1,590 $201K 0.03% new Timeline XOP 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: not reported; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $201K 0.03% 0 Timeline