IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,014 shares; 2024Q4: 176,793 shares; 2025Q1: 179,833 shares; 2025Q2: 180,078 shares; 2025Q3: 189,524 shares; 2025Q4: 187,057 shares; 2026Q1: 182,827 shares; 2026Q2: 188,749 shares 188,749 $141M 36.4% +5,922 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: 447,095 shares; 2024Q4: 482,595 shares; 2025Q1: 503,854 shares; 2025Q2: 500,448 shares; 2025Q3: 544,780 shares; 2025Q4: 550,722 shares; 2026Q1: 533,940 shares; 2026Q2: 564,841 shares 564,841 $54.6M 14.05% +30,901 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: 304,041 shares; 2024Q4: 309,710 shares; 2025Q1: 311,741 shares; 2025Q2: 315,209 shares; 2025Q3: 340,214 shares; 2025Q4: 339,995 shares; 2026Q1: 340,416 shares; 2026Q2: 350,159 shares 350,159 $27M 6.95% +9,743 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: 160,546 shares; 2024Q4: 165,270 shares; 2025Q1: 167,400 shares; 2025Q2: 166,280 shares; 2025Q3: 173,394 shares; 2025Q4: 174,039 shares; 2026Q1: 174,039 shares; 2026Q2: 178,556 shares 178,556 $26.5M 6.82% +4,517 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: 341,018 shares; 2024Q4: 995,357 shares; 2025Q1: 905,215 shares; 2025Q2: 963,847 shares; 2025Q3: 886,380 shares; 2025Q4: 877,600 shares; 2026Q1: 868,405 shares; 2026Q2: 879,414 shares 879,414 $25.9M 6.67% +11,009 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: 88,312 shares; 2024Q4: 257,576 shares; 2025Q1: 264,957 shares; 2025Q2: 276,753 shares; 2025Q3: 284,720 shares; 2025Q4: 288,759 shares; 2026Q1: 290,099 shares; 2026Q2: 285,914 shares 285,914 $10.5M 2.71% -4,185 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: 111,661 shares; 2024Q4: 327,232 shares; 2025Q1: 324,576 shares; 2025Q2: 331,709 shares; 2025Q3: 326,834 shares; 2025Q4: 326,360 shares; 2026Q1: 324,037 shares; 2026Q2: 324,549 shares 324,549 $9.4M 2.42% +512 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: 139,646 shares; 2024Q4: 284,503 shares; 2025Q1: 286,302 shares; 2025Q2: 295,496 shares; 2025Q3: 319,322 shares; 2025Q4: 326,461 shares; 2026Q1: 319,138 shares; 2026Q2: 332,069 shares 332,069 $9.2M 2.37% +12,931 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: 140,225 shares; 2024Q4: 258,570 shares; 2025Q1: 185,940 shares; 2025Q2: 197,647 shares; 2025Q3: 195,654 shares; 2025Q4: 198,536 shares; 2026Q1: 195,796 shares; 2026Q2: 192,486 shares 192,486 $6.95M 1.79% -3,310 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: 8,372 shares; 2024Q4: 31,667 shares; 2025Q1: 55,708 shares; 2025Q2: 56,280 shares; 2025Q3: 56,389 shares; 2025Q4: 58,473 shares; 2026Q1: 31,050 shares; 2026Q2: 51,548 shares 51,548 $5.1M 1.31% +20,498 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: 12,135 shares; 2024Q4: 12,162 shares; 2025Q1: 12,057 shares; 2025Q2: 11,898 shares; 2025Q3: 9,936 shares; 2025Q4: 9,888 shares; 2026Q1: 9,562 shares; 2026Q2: 38,153 shares 38,153 $4.74M 1.22% +28,591 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: 57,375 shares; 2024Q4: 161,159 shares; 2025Q1: 137,169 shares; 2025Q2: 137,850 shares; 2025Q3: 131,802 shares; 2025Q4: 140,021 shares; 2026Q1: 147,282 shares; 2026Q2: 144,318 shares 144,318 $4.58M 1.18% -2,964 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.96% 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: 24,482 shares; 2024Q4: 24,627 shares; 2025Q1: 24,725 shares; 2025Q2: 24,712 shares; 2025Q3: 25,281 shares; 2025Q4: 25,371 shares; 2026Q1: 33,764 shares; 2026Q2: 33,901 shares 33,901 $3.73M 0.96% +137 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,315 shares; 2024Q4: 10,241 shares; 2025Q1: 9,861 shares; 2025Q2: 9,474 shares; 2025Q3: 9,487 shares; 2025Q4: 9,108 shares; 2026Q1: 17,915 shares; 2026Q2: 16,875 shares 16,875 $3.17M 0.82% -1,040 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: 32,617 shares; 2024Q4: 90,330 shares; 2025Q1: 76,323 shares; 2025Q2: 76,417 shares; 2025Q3: 84,129 shares; 2025Q4: 83,962 shares; 2026Q1: 77,163 shares; 2026Q2: 76,804 shares 76,804 $2.67M 0.69% -359 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: 17,060 shares; 2024Q4: 55,447 shares; 2025Q1: 74,097 shares; 2025Q2: 73,276 shares; 2025Q3: 80,578 shares; 2025Q4: 79,142 shares; 2026Q1: 74,077 shares; 2026Q2: 77,903 shares 77,903 $2.64M 0.68% +3,826 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: 10,326 shares; 2024Q4: 10,238 shares; 2025Q1: 9,589 shares; 2025Q2: 9,500 shares; 2025Q3: 9,407 shares; 2025Q4: 9,612 shares; 2026Q1: 9,167 shares; 2026Q2: 9,197 shares 9,197 $2.18M 0.56% +30 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: 3,967 shares; 2024Q4: 3,998 shares; 2025Q1: 3,846 shares; 2025Q2: 4,527 shares; 2025Q3: 7,525 shares; 2025Q4: 7,592 shares; 2026Q1: 7,210 shares; 2026Q2: 7,128 shares 7,128 $2.16M 0.56% -82 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: 2,886 shares; 2024Q4: 2,895 shares; 2025Q1: 2,906 shares; 2025Q2: 2,906 shares; 2025Q3: 2,915 shares; 2025Q4: 2,921 shares; 2026Q1: 2,930 shares; 2026Q2: 2,939 shares 2,939 $2.02M 0.52% +9 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: 5,690 shares; 2024Q4: 5,693 shares; 2025Q1: 5,897 shares; 2025Q2: 5,800 shares; 2025Q3: 5,782 shares; 2025Q4: 7,354 shares; 2026Q1: 5,456 shares; 2026Q2: 5,356 shares 5,356 $1.91M 0.49% -100 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: 68,560 shares; 2024Q4: 68,560 shares; 2025Q1: 68,560 shares; 2025Q2: 38,158 shares; 2025Q3: 39,579 shares; 2025Q4: 39,579 shares; 2026Q1: 39,579 shares; 2026Q2: 39,579 shares 39,579 $1.76M 0.45% 0 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: 9,799 shares; 2024Q4: 10,027 shares; 2025Q1: 14,064 shares; 2025Q2: 21,533 shares; 2025Q3: 26,070 shares; 2025Q4: 26,911 shares; 2026Q1: 26,911 shares; 2026Q2: 26,938 shares 26,938 $1.61M 0.41% +27 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: 9,687 shares; 2024Q4: 9,750 shares; 2025Q1: 8,159 shares; 2025Q2: 8,477 shares; 2025Q3: 7,344 shares; 2025Q4: 5,630 shares; 2026Q1: 5,633 shares; 2026Q2: 5,262 shares 5,262 $1.52M 0.39% -371 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,336 shares; 2024Q4: 13,466 shares; 2025Q1: 13,726 shares; 2025Q2: 16,429 shares; 2025Q3: 16,429 shares; 2025Q4: 15,686 shares; 2026Q1: 15,686 shares; 2026Q2: 16,860 shares 16,860 $1.48M 0.38% +1,174 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,684 shares 26,684 $1.35M 0.35% new 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: 6,687 shares; 2024Q4: 6,385 shares; 2025Q1: 6,163 shares; 2025Q2: 6,297 shares; 2025Q3: 8,425 shares; 2025Q4: 8,405 shares; 2026Q1: 8,414 shares; 2026Q2: 8,262 shares 8,262 $1.31M 0.34% -152 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: 9,869 shares; 2024Q4: 10,087 shares; 2025Q1: 10,261 shares; 2025Q2: 14,892 shares; 2025Q3: 14,893 shares; 2025Q4: 15,073 shares; 2026Q1: 15,073 shares; 2026Q2: 15,154 shares 15,154 $1.26M 0.32% +81 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: 40,635 shares; 2024Q4: 86,021 shares; 2025Q1: 41,464 shares; 2025Q2: 42,227 shares; 2025Q3: 37,603 shares; 2025Q4: 25,810 shares; 2026Q1: 45,855 shares; 2026Q2: 54,272 shares 54,272 $1.26M 0.32% +8,417 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: 3,542 shares; 2024Q4: 3,564 shares; 2025Q1: 3,577 shares; 2025Q2: 3,577 shares; 2025Q3: 3,587 shares; 2025Q4: 3,607 shares; 2026Q1: 3,617 shares; 2026Q2: 3,628 shares 3,628 $1.25M 0.32% +11 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: 4,180 shares; 2024Q4: 5,238 shares; 2025Q1: 4,184 shares; 2025Q2: 4,524 shares; 2025Q3: 4,026 shares; 2025Q4: 3,275 shares; 2026Q1: 3,277 shares; 2026Q2: 3,278 shares 3,278 $1.16M 0.3% +1 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,689 shares; 2024Q4: 1,692 shares; 2025Q1: 1,694 shares; 2025Q2: 2,582 shares; 2025Q3: 2,945 shares; 2025Q4: 2,949 shares; 2026Q1: 2,939 shares; 2026Q2: 2,939 shares 2,939 $1.07M 0.28% 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: 10,580 shares; 2024Q4: 10,557 shares; 2025Q1: 9,461 shares; 2025Q2: 9,461 shares; 2025Q3: 4,289 shares; 2025Q4: 4,330 shares; 2026Q1: 4,352 shares; 2026Q2: 4,372 shares 4,372 $953K 0.25% +20 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: 33,398 shares; 2024Q4: 35,237 shares; 2025Q1: 37,179 shares; 2025Q2: 39,281 shares; 2025Q3: 42,266 shares; 2025Q4: 22,796 shares; 2026Q1: 22,859 shares; 2026Q2: 18,814 shares 18,814 $952K 0.25% -4,045 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: 945 shares; 2024Q4: 947 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 1,405 shares; 2025Q4: 1,903 shares; 2026Q1: 2,722 shares; 2026Q2: 2,725 shares 2,725 $835K 0.21% +3 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: 6,018 shares; 2024Q4: 8,870 shares; 2025Q1: 6,822 shares; 2025Q2: 10,721 shares; 2025Q3: 8,721 shares; 2025Q4: 3,700 shares; 2026Q1: 4,040 shares; 2026Q2: 3,832 shares 3,832 $767K 0.2% -208 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,449 shares; 2024Q4: 7,484 shares; 2025Q1: 7,510 shares; 2025Q2: 7,300 shares; 2025Q3: 7,256 shares; 2025Q4: 7,256 shares; 2026Q1: 7,256 shares; 2026Q2: 7,256 shares 7,256 $700K 0.18% 0 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: 2,417 shares; 2024Q4: 2,440 shares; 2025Q1: 2,278 shares; 2025Q2: 2,449 shares; 2025Q3: 2,476 shares; 2025Q4: 2,455 shares; 2026Q1: 2,137 shares; 2026Q2: 8,541 shares 8,541 $688K 0.18% +6,404 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: 6,191 shares; 2024Q4: 6,191 shares; 2025Q1: 6,191 shares; 2025Q2: 6,191 shares; 2025Q3: 6,191 shares; 2025Q4: 6,191 shares; 2026Q1: 6,191 shares; 2026Q2: 6,191 shares 6,191 $683K 0.18% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547 shares; 2024Q4: 1,547 shares; 2025Q1: 1,548 shares; 2025Q2: 1,601 shares; 2025Q3: 1,409 shares; 2025Q4: 1,410 shares; 2026Q1: 912 shares; 2026Q2: 913 shares 913 $682K 0.18% +1 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,033 shares; 2024Q4: 2,033 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 2,033 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $681K 0.18% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,850 shares; 2024Q4: 3,850 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares; 2026Q2: 3,850 shares 3,850 $675K 0.17% 0 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,225 shares; 2024Q4: 83,225 shares; 2025Q1: 83,225 shares; 2025Q2: 83,225 shares; 2025Q3: 83,225 shares; 2025Q4: 83,225 shares; 2026Q1: 83,225 shares; 2026Q2: 83,225 shares 83,225 $667K 0.17% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,229 shares; 2025Q4: 3,242 shares; 2026Q1: 3,242 shares; 2026Q2: 3,254 shares 3,254 $643K 0.17% +12 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290 shares; 2024Q4: 1,243 shares; 2025Q1: 1,241 shares; 2025Q2: 1,180 shares; 2025Q3: 1,217 shares; 2025Q4: 1,212 shares; 2026Q1: 1,237 shares; 2026Q2: 7,421 shares 7,421 $639K 0.16% +6,184 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,784 shares; 2026Q2: 15,120 shares 15,120 $624K 0.16% +1,336 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: 561 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 1,962 shares; 2025Q3: 1,205 shares; 2025Q4: 1,195 shares; 2026Q1: 845 shares; 2026Q2: 845 shares 845 $622K 0.16% 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: 19,925 shares; 2024Q4: 20,970 shares; 2025Q1: 15,734 shares; 2025Q2: 15,752 shares; 2025Q3: 15,752 shares; 2025Q4: 15,981 shares; 2026Q1: 11,151 shares; 2026Q2: 17,061 shares 17,061 $619K 0.16% +5,910 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: 40,106 shares; 2024Q4: 40,106 shares; 2025Q1: 40,106 shares; 2025Q2: 15,016 shares; 2025Q3: 16,086 shares; 2025Q4: 16,086 shares; 2026Q1: 16,086 shares; 2026Q2: 16,086 shares 16,086 $593K 0.15% 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: 3,078 shares; 2024Q4: 3,878 shares; 2025Q1: 3,101 shares; 2025Q2: 4,373 shares; 2025Q3: 3,083 shares; 2025Q4: 2,333 shares; 2026Q1: 2,533 shares; 2026Q2: 2,415 shares 2,415 $576K 0.15% -118 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: 2,221 shares; 2024Q4: 2,232 shares; 2025Q1: 2,239 shares; 2025Q2: 2,249 shares; 2025Q3: 2,249 shares; 2025Q4: 2,249 shares; 2026Q1: 2,249 shares; 2026Q2: 2,249 shares 2,249 $498K 0.13% 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: 1,427 shares; 2024Q4: 1,828 shares; 2025Q1: 1,428 shares; 2025Q2: 1,548 shares; 2025Q3: 1,349 shares; 2025Q4: 1,045 shares; 2026Q1: 1,177 shares; 2026Q2: 1,260 shares 1,260 $470K 0.12% +83 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,041 shares; 2025Q3: 7,041 shares; 2025Q4: 7,041 shares; 2026Q1: 7,041 shares; 2026Q2: 7,041 shares 7,041 $441K 0.11% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $433K 0.11% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,270 shares; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,349 shares; 2026Q2: 2,349 shares 2,349 $426K 0.11% 0 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: 1,413 shares; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,906 shares; 2025Q3: 1,405 shares; 2025Q4: 1,405 shares; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405 $422K 0.11% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,591 shares; 2026Q2: 1,591 shares 1,591 $406K 0.1% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,560 shares; 2024Q4: 4,560 shares; 2025Q1: 4,560 shares; 2025Q2: 4,560 shares; 2025Q3: 4,560 shares; 2025Q4: 4,560 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $403K 0.1% 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: 2,536 shares; 2024Q4: 2,531 shares; 2025Q1: 2,532 shares; 2025Q2: 2,532 shares; 2025Q3: 2,533 shares; 2025Q4: 2,535 shares; 2026Q1: 2,534 shares; 2026Q2: 2,535 shares 2,535 $398K 0.1% +1 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: 4,231 shares; 2024Q4: 4,232 shares; 2025Q1: 4,233 shares; 2025Q2: 3,284 shares; 2025Q3: 3,289 shares; 2025Q4: 3,292 shares; 2026Q1: 3,296 shares; 2026Q2: 3,300 shares 3,300 $393K 0.1% +4 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: 903 shares; 2024Q4: 903 shares; 2025Q1: 903 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 903 shares; 2026Q2: 903 shares 903 $370K 0.1% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,152 shares 2,152 $354K 0.09% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,867 shares; 2024Q4: 5,724 shares; 2025Q1: 5,724 shares; 2025Q2: 4,134 shares; 2025Q3: 3,882 shares; 2025Q4: 2,498 shares; 2026Q1: 2,498 shares; 2026Q2: 2,498 shares 2,498 $341K 0.09% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,682 shares; 2024Q4: 14,911 shares; 2025Q1: 12,801 shares; 2025Q2: 12,949 shares; 2025Q3: 13,097 shares; 2025Q4: 13,247 shares; 2026Q1: 13,247 shares; 2026Q2: 13,247 shares 13,247 $334K 0.09% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,305 shares; 2024Q4: 15,532 shares; 2025Q1: 13,324 shares; 2025Q2: 13,471 shares; 2025Q3: 13,618 shares; 2025Q4: 13,765 shares; 2026Q1: 13,765 shares; 2026Q2: 13,765 shares 13,765 $333K 0.09% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,241 shares; 2024Q4: 15,458 shares; 2025Q1: 13,248 shares; 2025Q2: 13,389 shares; 2025Q3: 13,530 shares; 2025Q4: 13,672 shares; 2026Q1: 13,672 shares; 2026Q2: 13,672 shares 13,672 $331K 0.09% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 303 shares; 2026Q2: 303 shares 303 $323K 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: 19,684 shares; 2024Q4: 41,445 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,386 shares; 2025Q4: 9,997 shares; 2026Q1: 11,976 shares; 2026Q2: 13,163 shares 13,163 $318K 0.08% +1,187 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: 607 shares; 2024Q4: 609 shares; 2025Q1: 611 shares; 2025Q2: 613 shares; 2025Q3: 616 shares; 2025Q4: 618 shares; 2026Q1: 619 shares; 2026Q2: 621 shares 621 $317K 0.08% +2 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,588 shares; 2025Q4: 5,588 shares; 2026Q1: 5,588 shares; 2026Q2: 5,588 shares 5,588 $277K 0.07% 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: not reported; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 123 shares; 2025Q3: not reported; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $268K 0.07% 0 Timeline VIGI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,826 shares; 2025Q4: 2,826 shares; 2026Q1: 2,826 shares; 2026Q2: 2,826 shares 2,826 $264K 0.07% 0 Timeline MLPX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,342 shares; 2025Q4: 3,342 shares; 2026Q1: 3,342 shares; 2026Q2: 3,342 shares 3,342 $246K 0.06% 0 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: 528 shares; 2024Q4: 806 shares; 2025Q1: 493 shares; 2025Q2: 993 shares; 2025Q3: 744 shares; 2025Q4: 546 shares; 2026Q1: 434 shares; 2026Q2: 430 shares 430 $242K 0.06% -4 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: 651 shares; 2024Q4: 606 shares; 2025Q1: not reported; 2025Q2: 606 shares; 2025Q3: 582 shares; 2025Q4: 579 shares; 2026Q1: 579 shares; 2026Q2: 576 shares 576 $242K 0.06% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 594 shares 594 $220K 0.06% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,331 shares; 2025Q1: 1,330 shares; 2025Q2: 1,331 shares; 2025Q3: 1,248 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $217K 0.06% new 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: 2,453 shares; 2025Q2: 2,482 shares; 2025Q3: 2,512 shares; 2025Q4: 2,551 shares; 2026Q1: 2,571 shares; 2026Q2: 2,602 shares 2,602 $215K 0.06% +31 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 9,560 shares; 2025Q4: not reported; 2026Q1: 9,560 shares; 2026Q2: 9,560 shares 9,560 $214K 0.06% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,427 shares; 2025Q1: 1,429 shares; 2025Q2: not reported; 2025Q3: 714 shares; 2025Q4: 714 shares; 2026Q1: not reported; 2026Q2: 714 shares 714 $211K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 3,408 shares; 2025Q3: 3,441 shares; 2025Q4: 3,484 shares; 2026Q1: 3,506 shares; 2026Q2: 3,540 shares 3,540 $209K 0.05% +34 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 3,840 shares; 2026Q1: 3,840 shares; 2026Q2: 3,840 shares 3,840 $205K 0.05% 0 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: 661 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 1,164 shares; 2025Q3: 661 shares; 2025Q4: 626 shares; 2026Q1: not reported; 2026Q2: 619 shares 619 $203K 0.05% new Timeline DLTH DULUTH HLDGS INC More: the full row for DULUTH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,983 shares; 2024Q4: 13,983 shares; 2025Q1: 13,983 shares; 2025Q2: 13,983 shares; 2025Q3: 13,555 shares; 2025Q4: 13,555 shares; 2026Q1: 13,555 shares; 2026Q2: 13,555 shares 13,555 $60.7K 0.02% 0 Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 10,000 shares 10,000 $50.7K 0.01% new Timeline NGEN NERVGEN PHARMA CORP More: the full row for NERVGEN PHARMA 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: 77,698 shares; 2026Q2: 10,000 shares 10,000 $20.6K 0.01% -67,698 Timeline