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: 1,669,408 shares; 2024Q4: 1,631,220 shares; 2025Q1: 1,680,450 shares; 2025Q2: 1,747,982 shares; 2025Q3: 1,820,822 shares; 2025Q4: 1,905,792 shares; 2026Q1: 1,958,955 shares; 2026Q2: 2,006,543 shares 2,006,543 $89M 20.06% +47,588 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: 1,100,506 shares; 2024Q4: 1,113,860 shares; 2025Q1: 1,094,442 shares; 2025Q2: 1,107,703 shares; 2025Q3: 1,107,791 shares; 2025Q4: 1,130,975 shares; 2026Q1: 1,111,628 shares; 2026Q2: 1,112,424 shares 1,112,424 $41M 9.24% +796 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO 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: not reported; 2026Q1: not reported; 2026Q2: 944,426 shares 944,426 $25M 5.64% new Timeline VONG 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: 128,052 shares; 2024Q4: 122,856 shares; 2025Q1: 129,953 shares; 2025Q2: 115,817 shares; 2025Q3: 112,647 shares; 2025Q4: 116,042 shares; 2026Q1: 126,290 shares; 2026Q2: 129,574 shares 129,574 $16.6M 3.73% +3,284 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: 39,590 shares; 2024Q4: 37,205 shares; 2025Q1: 37,727 shares; 2025Q2: 38,648 shares; 2025Q3: 42,658 shares; 2025Q4: 41,927 shares; 2026Q1: 44,155 shares; 2026Q2: 44,750 shares 44,750 $12.9M 2.92% +595 Timeline MINT PIMCO ETF TR More: the full row for PIMCO 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: not reported; 2026Q1: 2,484 shares; 2026Q2: 119,567 shares 119,567 $12.1M 2.72% +117,083 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: 13,103 shares; 2024Q4: 10,474 shares; 2025Q1: 141,071 shares; 2025Q2: 155,872 shares; 2025Q3: 157,568 shares; 2025Q4: 163,846 shares; 2026Q1: 166,376 shares; 2026Q2: 167,087 shares 167,087 $11.7M 2.63% +711 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,226 shares; 2024Q4: 86,859 shares; 2025Q1: 86,830 shares; 2025Q2: 86,897 shares; 2025Q3: 86,920 shares; 2025Q4: 83,173 shares; 2026Q1: 83,404 shares; 2026Q2: 76,566 shares 76,566 $11.2M 2.53% -6,838 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213,372 shares; 2025Q2: 237,485 shares; 2025Q3: 244,640 shares; 2025Q4: 250,263 shares; 2026Q1: 256,470 shares; 2026Q2: 259,581 shares 259,581 $10.8M 2.44% +3,111 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,061 shares; 2024Q4: 30,818 shares; 2025Q1: 30,404 shares; 2025Q2: 33,242 shares; 2025Q3: 33,665 shares; 2025Q4: 32,704 shares; 2026Q1: 33,467 shares; 2026Q2: 33,509 shares 33,509 $10.2M 2.29% +42 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,063 shares; 2025Q2: 155,473 shares; 2025Q3: 169,973 shares; 2025Q4: 198,367 shares; 2026Q1: 227,306 shares; 2026Q2: 235,682 shares 235,682 $9.32M 2.1% +8,376 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: 11,443 shares; 2024Q4: 10,618 shares; 2025Q1: 10,472 shares; 2025Q2: 10,427 shares; 2025Q3: 10,348 shares; 2025Q4: 10,529 shares; 2026Q1: 10,338 shares; 2026Q2: 10,336 shares 10,336 $7.62M 1.72% -2 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: 65,631 shares; 2024Q4: 71,530 shares; 2025Q1: 91,689 shares; 2025Q2: 66,985 shares; 2025Q3: 92,611 shares; 2025Q4: 99,780 shares; 2026Q1: 143,576 shares; 2026Q2: 178,912 shares 178,912 $7.19M 1.62% +35,336 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: 43,147 shares; 2024Q4: 50,741 shares; 2025Q1: 62,690 shares; 2025Q2: 52,246 shares; 2025Q3: 65,340 shares; 2025Q4: 70,744 shares; 2026Q1: 101,250 shares; 2026Q2: 131,564 shares 131,564 $7.11M 1.6% +30,314 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: 56,490 shares; 2024Q4: 53,806 shares; 2025Q1: 55,940 shares; 2025Q2: 47,881 shares; 2025Q3: 46,111 shares; 2025Q4: 46,130 shares; 2026Q1: 47,454 shares; 2026Q2: 47,896 shares 47,896 $7.01M 1.58% +442 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: 29,867 shares; 2024Q4: 31,088 shares; 2025Q1: 34,531 shares; 2025Q2: 35,935 shares; 2025Q3: 41,895 shares; 2025Q4: 43,855 shares; 2026Q1: 55,587 shares; 2026Q2: 67,596 shares 67,596 $6.31M 1.42% +12,009 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: 17,146 shares; 2024Q4: 16,072 shares; 2025Q1: 20,519 shares; 2025Q2: 23,681 shares; 2025Q3: 23,040 shares; 2025Q4: 21,912 shares; 2026Q1: 26,328 shares; 2026Q2: 29,093 shares 29,093 $5.82M 1.31% +2,765 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: 19,188 shares; 2024Q4: 19,226 shares; 2025Q1: 19,574 shares; 2025Q2: 19,532 shares; 2025Q3: 19,371 shares; 2025Q4: 19,394 shares; 2026Q1: 19,653 shares; 2026Q2: 22,746 shares 22,746 $5.78M 1.3% +3,093 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,788 shares; 2024Q4: 9,460 shares; 2025Q1: 10,488 shares; 2025Q2: 11,160 shares; 2025Q3: 11,876 shares; 2025Q4: 12,832 shares; 2026Q1: 13,958 shares; 2026Q2: 14,120 shares 14,120 $5.56M 1.25% +162 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: 80,159 shares; 2024Q4: 78,715 shares; 2025Q1: 75,096 shares; 2025Q2: 73,275 shares; 2025Q3: 71,429 shares; 2025Q4: 70,191 shares; 2026Q1: 68,180 shares; 2026Q2: 66,528 shares 66,528 $5.51M 1.24% -1,652 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: 7,831 shares; 2024Q4: 7,634 shares; 2025Q1: 6,389 shares; 2025Q2: 11,398 shares; 2025Q3: 11,308 shares; 2025Q4: 10,940 shares; 2026Q1: 11,019 shares; 2026Q2: 42,353 shares 42,353 $5.26M 1.19% +31,334 Timeline VONV 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: 107,392 shares; 2024Q4: 106,347 shares; 2025Q1: 87,694 shares; 2025Q2: 59,974 shares; 2025Q3: 57,207 shares; 2025Q4: 53,010 shares; 2026Q1: 50,762 shares; 2026Q2: 47,987 shares 47,987 $5.1M 1.15% -2,775 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO 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: not reported; 2026Q1: not reported; 2026Q2: 49,237 shares 49,237 $4.97M 1.12% new 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: 13,444 shares; 2024Q4: 12,801 shares; 2025Q1: 13,318 shares; 2025Q2: 14,605 shares; 2025Q3: 14,851 shares; 2025Q4: 15,020 shares; 2026Q1: 18,117 shares; 2026Q2: 20,551 shares 20,551 $4.9M 1.1% +2,434 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: 8,443 shares; 2024Q4: 8,429 shares; 2025Q1: 8,542 shares; 2025Q2: 8,515 shares; 2025Q3: 8,554 shares; 2025Q4: 8,553 shares; 2026Q1: 9,462 shares; 2026Q2: 9,704 shares 9,704 $4.86M 1.09% +242 Timeline DUSB 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: 20,974 shares; 2025Q2: 19,284 shares; 2025Q3: 57,364 shares; 2025Q4: 66,062 shares; 2026Q1: 95,575 shares; 2026Q2: 85,761 shares 85,761 $4.35M 0.98% -9,814 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: 10,234 shares; 2024Q4: 9,403 shares; 2025Q1: 9,899 shares; 2025Q2: 10,271 shares; 2025Q3: 9,906 shares; 2025Q4: 9,247 shares; 2026Q1: 9,707 shares; 2026Q2: 9,656 shares 9,656 $4.06M 0.92% -51 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,897 shares; 2024Q4: 245,754 shares; 2025Q1: 74,219 shares; 2025Q2: 70,250 shares; 2025Q3: 75,710 shares; 2025Q4: 86,706 shares; 2026Q1: 97,791 shares; 2026Q2: 103,236 shares 103,236 $4M 0.9% +5,445 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,255 shares; 2024Q4: 62,704 shares; 2025Q1: 58,029 shares; 2025Q2: 56,262 shares; 2025Q3: 53,945 shares; 2025Q4: 52,631 shares; 2026Q1: 50,566 shares; 2026Q2: 49,462 shares 49,462 $3.79M 0.85% -1,104 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,849 shares; 2024Q4: 42,279 shares; 2025Q1: 52,985 shares; 2025Q2: 45,922 shares; 2025Q3: 57,644 shares; 2025Q4: 60,036 shares; 2026Q1: 82,494 shares; 2026Q2: 106,965 shares 106,965 $3.75M 0.84% +24,471 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,177 shares; 2024Q4: 44,314 shares; 2025Q1: 39,005 shares; 2025Q2: 27,971 shares; 2025Q3: 25,720 shares; 2025Q4: 23,971 shares; 2026Q1: 23,365 shares; 2026Q2: 21,955 shares 21,955 $3.61M 0.81% -1,410 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,091 shares; 2024Q4: 82,901 shares; 2025Q1: 81,257 shares; 2025Q2: 88,682 shares; 2025Q3: 88,405 shares; 2025Q4: 85,340 shares; 2026Q1: 81,464 shares; 2026Q2: 79,232 shares 79,232 $3.31M 0.75% -2,232 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,308 shares; 2025Q4: 1,725 shares; 2026Q1: 1,560 shares; 2026Q2: 2,680 shares 2,680 $3.09M 0.7% +1,120 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: 3,947 shares; 2024Q4: 3,806 shares; 2025Q1: 4,327 shares; 2025Q2: 4,945 shares; 2025Q3: 5,264 shares; 2025Q4: 5,180 shares; 2026Q1: 5,647 shares; 2026Q2: 8,011 shares 8,011 $2.99M 0.67% +2,364 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: 3,414 shares; 2024Q4: 3,220 shares; 2025Q1: 3,628 shares; 2025Q2: 3,560 shares; 2025Q3: 3,759 shares; 2025Q4: 3,644 shares; 2026Q1: 4,915 shares; 2026Q2: 5,233 shares 5,233 $2.95M 0.66% +318 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,559 shares; 2024Q4: 62,097 shares; 2025Q1: 57,542 shares; 2025Q2: 52,928 shares; 2025Q3: 50,868 shares; 2025Q4: 49,143 shares; 2026Q1: 48,499 shares; 2026Q2: 46,829 shares 46,829 $2.85M 0.64% -1,670 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: 22,455 shares; 2024Q4: 22,172 shares; 2025Q1: 19,897 shares; 2025Q2: 14,128 shares; 2025Q3: 13,732 shares; 2025Q4: 13,233 shares; 2026Q1: 12,833 shares; 2026Q2: 12,667 shares 12,667 $2.8M 0.63% -166 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,883 shares; 2024Q4: 27,435 shares; 2025Q1: 26,892 shares; 2025Q2: 25,740 shares; 2025Q3: 24,949 shares; 2025Q4: 25,748 shares; 2026Q1: 23,347 shares; 2026Q2: 23,339 shares 23,339 $2.74M 0.62% -8 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,283 shares; 2024Q4: 29,865 shares; 2025Q1: 29,052 shares; 2025Q2: 26,677 shares; 2025Q3: 26,187 shares; 2025Q4: 23,262 shares; 2026Q1: 22,491 shares; 2026Q2: 22,367 shares 22,367 $2.66M 0.6% -124 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,789 shares; 2024Q4: 50,145 shares; 2025Q1: 47,100 shares; 2025Q2: 44,337 shares; 2025Q3: 42,730 shares; 2025Q4: 41,454 shares; 2026Q1: 39,810 shares; 2026Q2: 38,742 shares 38,742 $2.65M 0.6% -1,068 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,501 shares; 2025Q2: 14,200 shares; 2025Q3: 18,016 shares; 2025Q4: 49,720 shares; 2026Q1: 73,635 shares; 2026Q2: 76,270 shares 76,270 $2.59M 0.58% +2,635 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,426 shares; 2024Q4: 25,379 shares; 2025Q1: 23,844 shares; 2025Q2: 22,436 shares; 2025Q3: 21,402 shares; 2025Q4: 21,177 shares; 2026Q1: 20,612 shares; 2026Q2: 19,362 shares 19,362 $2.41M 0.54% -1,250 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: 3,589 shares; 2024Q4: 4,828 shares; 2025Q1: 5,901 shares; 2025Q2: 6,410 shares; 2025Q3: 6,010 shares; 2025Q4: 6,381 shares; 2026Q1: 6,338 shares; 2026Q2: 6,706 shares 6,706 $2.37M 0.53% +368 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,657 shares; 2024Q4: 36,099 shares; 2025Q1: 34,170 shares; 2025Q2: 31,878 shares; 2025Q3: 30,910 shares; 2025Q4: 30,558 shares; 2026Q1: 29,421 shares; 2026Q2: 28,383 shares 28,383 $2.34M 0.53% -1,038 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: 2,879 shares; 2024Q4: 3,556 shares; 2025Q1: 4,841 shares; 2025Q2: 5,282 shares; 2025Q3: 6,625 shares; 2025Q4: 5,576 shares; 2026Q1: 5,320 shares; 2026Q2: 6,022 shares 6,022 $2.15M 0.49% +702 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: 11,547 shares; 2024Q4: 10,797 shares; 2025Q1: 9,814 shares; 2025Q2: 8,896 shares; 2025Q3: 8,797 shares; 2025Q4: 8,630 shares; 2026Q1: 8,357 shares; 2026Q2: 7,812 shares 7,812 $1.9M 0.43% -545 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,964 shares; 2024Q4: 24,605 shares; 2025Q1: 22,596 shares; 2025Q2: 18,618 shares; 2025Q3: 17,746 shares; 2025Q4: 16,746 shares; 2026Q1: 14,431 shares; 2026Q2: 12,576 shares 12,576 $1.86M 0.42% -1,855 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,459 shares; 2025Q3: 1,875 shares; 2025Q4: 1,581 shares; 2026Q1: 2,806 shares; 2026Q2: 2,961 shares 2,961 $1.72M 0.39% +155 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,336 shares; 2024Q4: 11,672 shares; 2025Q1: 11,359 shares; 2025Q2: 11,731 shares; 2025Q3: 11,603 shares; 2025Q4: 11,246 shares; 2026Q1: 10,192 shares; 2026Q2: 10,064 shares 10,064 $1.55M 0.35% -128 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.34% 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: 2,641 shares; 2024Q4: 2,892 shares; 2025Q1: 3,351 shares; 2025Q2: 3,390 shares; 2025Q3: 3,297 shares; 2025Q4: 3,105 shares; 2026Q1: 3,281 shares; 2026Q2: 3,799 shares 3,799 $1.24M 0.28% +518 Timeline VTWG 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: 2,057 shares; 2024Q4: 2,061 shares; 2025Q1: 2,610 shares; 2025Q2: 4,434 shares; 2025Q3: 4,449 shares; 2025Q4: 4,195 shares; 2026Q1: 4,209 shares; 2026Q2: 4,157 shares 4,157 $1.2M 0.27% -52 Timeline AVEM 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: 14,413 shares; 2025Q3: 13,955 shares; 2025Q4: 12,412 shares; 2026Q1: 12,315 shares; 2026Q2: 11,931 shares 11,931 $1.15M 0.26% -384 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,027 shares; 2024Q4: 24,536 shares; 2025Q1: 37,169 shares; 2025Q2: 38,140 shares; 2025Q3: 43,080 shares; 2025Q4: 51,790 shares; 2026Q1: 35,191 shares; 2026Q2: 36,124 shares 36,124 $1.15M 0.26% +933 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: 835 shares; 2024Q4: 864 shares; 2025Q1: 954 shares; 2025Q2: 1,086 shares; 2025Q3: 988 shares; 2025Q4: 965 shares; 2026Q1: 1,402 shares; 2026Q2: 1,219 shares 1,219 $1.14M 0.26% -183 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: 6,268 shares; 2024Q4: 6,108 shares; 2025Q1: 6,360 shares; 2025Q2: 6,496 shares; 2025Q3: 6,748 shares; 2025Q4: 6,853 shares; 2026Q1: 7,797 shares; 2026Q2: 8,237 shares 8,237 $1.13M 0.25% +440 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,031 shares; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares 1,004 $1.05M 0.24% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,270 shares; 2024Q4: 29,303 shares; 2025Q1: 24,404 shares; 2025Q2: 24,349 shares; 2025Q3: 24,166 shares; 2025Q4: 18,911 shares; 2026Q1: 18,853 shares; 2026Q2: 12,249 shares 12,249 $967K 0.22% -6,604 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 13,562 shares; 2025Q1: 13,567 shares; 2025Q2: 13,181 shares; 2025Q3: 13,040 shares; 2025Q4: 13,058 shares; 2026Q1: 21,750 shares; 2026Q2: 16,915 shares 16,915 $964K 0.22% -4,835 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: 450 shares; 2024Q4: 395 shares; 2025Q1: 400 shares; 2025Q2: 455 shares; 2025Q3: 494 shares; 2025Q4: 528 shares; 2026Q1: 624 shares; 2026Q2: 796 shares 796 $955K 0.22% +172 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: 10,363 shares; 2024Q4: 9,924 shares; 2025Q1: 9,947 shares; 2025Q2: 8,915 shares; 2025Q3: 8,912 shares; 2025Q4: 8,263 shares; 2026Q1: 8,146 shares; 2026Q2: 7,974 shares 7,974 $950K 0.21% -172 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,113 shares; 2024Q4: 10,483 shares; 2025Q1: 11,863 shares; 2025Q2: 12,345 shares; 2025Q3: 9,914 shares; 2025Q4: 10,252 shares; 2026Q1: 10,563 shares; 2026Q2: 11,726 shares 11,726 $846K 0.19% +1,163 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: 5,073 shares; 2024Q4: 4,320 shares; 2025Q1: 4,292 shares; 2025Q2: 4,919 shares; 2025Q3: 7,628 shares; 2025Q4: 8,589 shares; 2026Q1: 8,820 shares; 2026Q2: 10,084 shares 10,084 $826K 0.19% +1,264 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: 1,506 shares; 2024Q4: 1,503 shares; 2025Q1: 1,443 shares; 2025Q2: 1,519 shares; 2025Q3: 1,510 shares; 2025Q4: 1,436 shares; 2026Q1: 1,570 shares; 2026Q2: 8,876 shares 8,876 $765K 0.17% +7,306 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: 1,050 shares; 2024Q4: 1,116 shares; 2025Q1: 1,315 shares; 2025Q2: 1,306 shares; 2025Q3: 1,381 shares; 2025Q4: 1,255 shares; 2026Q1: 2,195 shares; 2026Q2: 2,180 shares 2,180 $748K 0.17% -15 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 19,978 shares; 2026Q2: 22,274 shares 22,274 $741K 0.17% +2,296 Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,982 shares; 2024Q4: 37,633 shares; 2025Q1: 37,633 shares; 2025Q2: 37,633 shares; 2025Q3: 37,633 shares; 2025Q4: 35,133 shares; 2026Q1: 35,133 shares; 2026Q2: 35,133 shares 35,133 $736K 0.17% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,240 shares; 2024Q4: 7,271 shares; 2025Q1: 5,924 shares; 2025Q2: 5,745 shares; 2025Q3: 5,597 shares; 2025Q4: 5,317 shares; 2026Q1: 3,126 shares; 2026Q2: 2,877 shares 2,877 $697K 0.16% -249 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: 1,370 shares; 2024Q4: 1,107 shares; 2025Q1: not reported; 2025Q2: 1,176 shares; 2025Q3: 1,198 shares; 2025Q4: 1,298 shares; 2026Q1: 1,375 shares; 2026Q2: 1,805 shares 1,805 $682K 0.15% +430 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,571 shares; 2024Q4: 8,546 shares; 2025Q1: 7,056 shares; 2025Q2: 7,077 shares; 2025Q3: 6,052 shares; 2025Q4: 5,465 shares; 2026Q1: 4,871 shares; 2026Q2: 4,871 shares 4,871 $656K 0.15% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905 shares; 2024Q4: 891 shares; 2025Q1: 854 shares; 2025Q2: 896 shares; 2025Q3: 869 shares; 2025Q4: 7,702 shares; 2026Q1: 8,600 shares; 2026Q2: 8,278 shares 8,278 $591K 0.13% -322 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: 3,793 shares; 2024Q4: 3,221 shares; 2025Q1: 3,389 shares; 2025Q2: 3,583 shares; 2025Q3: 3,629 shares; 2025Q4: 3,225 shares; 2026Q1: 3,326 shares; 2026Q2: 3,497 shares 3,497 $580K 0.13% +171 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,571 shares; 2024Q4: 7,528 shares; 2025Q1: 7,491 shares; 2025Q2: 6,306 shares; 2025Q3: 5,713 shares; 2025Q4: 5,713 shares; 2026Q1: 5,705 shares; 2026Q2: 5,938 shares 5,938 $576K 0.13% +233 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,285 shares 3,285 $561K 0.13% new 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: 497 shares; 2025Q4: 440 shares; 2026Q1: 409 shares; 2026Q2: 525 shares 525 $559K 0.13% +116 Timeline 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: 4,398 shares; 2024Q4: 4,393 shares; 2025Q1: 6,658 shares; 2025Q2: 6,305 shares; 2025Q3: 6,394 shares; 2025Q4: 6,509 shares; 2026Q1: 6,533 shares; 2026Q2: 7,148 shares 7,148 $548K 0.12% +615 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: 1,695 shares; 2024Q4: 808 shares; 2025Q1: 789 shares; 2025Q2: 731 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares; 2026Q2: 721 shares 721 $540K 0.12% -14 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: not reported; 2026Q2: 703 shares 703 $509K 0.11% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,728 shares; 2024Q4: 1,667 shares; 2025Q1: 1,745 shares; 2025Q2: 1,711 shares; 2025Q3: 1,739 shares; 2025Q4: 1,735 shares; 2026Q1: 1,807 shares; 2026Q2: 1,685 shares 1,685 $502K 0.11% -122 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: 4,762 shares; 2024Q4: 4,048 shares; 2025Q1: 4,283 shares; 2025Q2: 4,429 shares; 2025Q3: 4,560 shares; 2025Q4: 4,082 shares; 2026Q1: 4,183 shares; 2026Q2: 4,357 shares 4,357 $493K 0.11% +174 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,393 shares; 2025Q3: 2,364 shares; 2025Q4: 2,614 shares; 2026Q1: 2,646 shares; 2026Q2: 1,535 shares 1,535 $470K 0.11% -1,111 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,089 shares; 2024Q4: 1,093 shares; 2025Q1: 1,100 shares; 2025Q2: 1,116 shares; 2025Q3: 1,099 shares; 2025Q4: 1,105 shares; 2026Q1: 1,244 shares; 2026Q2: 1,787 shares 1,787 $466K 0.11% +543 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,150 shares; 2024Q4: 6,150 shares; 2025Q1: 6,150 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 6,150 shares; 2026Q2: 6,150 shares 6,150 $457K 0.1% 0 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: not reported; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares; 2026Q2: 4,350 shares 4,350 $452K 0.1% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,309 shares; 2025Q2: 10,309 shares; 2025Q3: 10,670 shares; 2025Q4: 10,626 shares; 2026Q1: 10,626 shares; 2026Q2: 10,626 shares 10,626 $447K 0.1% 0 Timeline AVUV 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: 3,616 shares; 2025Q3: 3,597 shares; 2025Q4: 3,552 shares; 2026Q1: 3,547 shares; 2026Q2: 3,547 shares 3,547 $443K 0.1% 0 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: 1,044 shares; 2024Q4: 1,096 shares; 2025Q1: 1,203 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,131 shares; 2026Q1: 1,156 shares; 2026Q2: 1,170 shares 1,170 $433K 0.1% +14 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,430 shares; 2024Q4: 5,401 shares; 2025Q1: 5,031 shares; 2025Q2: 5,035 shares; 2025Q3: 5,042 shares; 2025Q4: 5,050 shares; 2026Q1: 4,959 shares; 2026Q2: 4,569 shares 4,569 $427K 0.1% -390 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: 5,850 shares; 2024Q4: 6,195 shares; 2025Q1: 6,375 shares; 2025Q2: 5,981 shares; 2025Q3: 5,578 shares; 2025Q4: 5,578 shares; 2026Q1: 5,054 shares; 2026Q2: 5,054 shares 5,054 $423K 0.1% 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: not reported; 2026Q2: 918 shares 918 $398K 0.09% new 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: 3,450 shares; 2024Q4: 3,467 shares; 2025Q1: 5,089 shares; 2025Q2: 4,395 shares; 2025Q3: 4,465 shares; 2025Q4: 4,542 shares; 2026Q1: 4,560 shares; 2026Q2: 4,989 shares 4,989 $389K 0.09% +429 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,432 shares; 2024Q4: 1,137 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares; 2026Q2: 1,034 shares 1,034 $381K 0.09% 0 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 7,514 shares 7,514 $380K 0.09% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,269 shares; 2025Q4: 1,280 shares; 2026Q1: 1,148 shares; 2026Q2: 1,001 shares 1,001 $371K 0.08% -147 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,233 shares; 2024Q4: not reported; 2025Q1: 7,687 shares; 2025Q2: 7,966 shares; 2025Q3: 7,958 shares; 2025Q4: 8,710 shares; 2026Q1: 8,868 shares; 2026Q2: 9,953 shares 9,953 $371K 0.08% +1,085 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 870 shares; 2025Q1: 907 shares; 2025Q2: 729 shares; 2025Q3: 709 shares; 2025Q4: 759 shares; 2026Q1: 624 shares; 2026Q2: 574 shares 574 $365K 0.08% -50 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212 shares; 2024Q4: 1,221 shares; 2025Q1: 1,244 shares; 2025Q2: 1,239 shares; 2025Q3: 1,226 shares; 2025Q4: 1,229 shares; 2026Q1: 1,154 shares; 2026Q2: 1,155 shares 1,155 $363K 0.08% +1 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,960 shares; 2024Q4: 2,993 shares; 2025Q1: 2,815 shares; 2025Q2: 2,889 shares; 2025Q3: 2,873 shares; 2025Q4: 2,902 shares; 2026Q1: 3,162 shares; 2026Q2: 3,377 shares 3,377 $363K 0.08% +215 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,626 shares; 2024Q4: 5,626 shares; 2025Q1: 5,626 shares; 2025Q2: 5,626 shares; 2025Q3: 5,626 shares; 2025Q4: 5,626 shares; 2026Q1: 5,626 shares; 2026Q2: 5,626 shares 5,626 $350K 0.08% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,584 shares; 2024Q4: 3,628 shares; 2025Q1: 3,524 shares; 2025Q2: 3,544 shares; 2025Q3: 3,610 shares; 2025Q4: 3,622 shares; 2026Q1: 3,636 shares; 2026Q2: 3,707 shares 3,707 $336K 0.08% +71 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: 398 shares; 2025Q2: 471 shares; 2025Q3: 466 shares; 2025Q4: 451 shares; 2026Q1: 533 shares; 2026Q2: 642 shares 642 $330K 0.07% +109 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 687 shares; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 791 shares; 2025Q4: 797 shares; 2026Q1: 832 shares; 2026Q2: 950 shares 950 $321K 0.07% +118 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,722 shares; 2024Q4: 2,542 shares; 2025Q1: 2,780 shares; 2025Q2: 2,737 shares; 2025Q3: 2,951 shares; 2025Q4: 2,744 shares; 2026Q1: 2,916 shares; 2026Q2: 3,052 shares 3,052 $317K 0.07% +136 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,724 shares; 2024Q4: 4,739 shares; 2025Q1: 6,814 shares; 2025Q2: 5,691 shares; 2025Q3: 5,781 shares; 2025Q4: 5,898 shares; 2026Q1: 5,921 shares; 2026Q2: 6,139 shares 6,139 $311K 0.07% +218 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,953 shares; 2024Q4: 3,993 shares; 2025Q1: 3,992 shares; 2025Q2: 4,448 shares; 2025Q3: 3,340 shares; 2025Q4: 2,467 shares; 2026Q1: 2,467 shares; 2026Q2: 2,719 shares 2,719 $310K 0.07% +252 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,544 shares 2,544 $299K 0.07% new Timeline IBB 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: 1,552 shares; 2025Q4: 1,552 shares; 2026Q1: 1,552 shares; 2026Q2: 1,552 shares 1,552 $295K 0.07% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 1,821 shares; 2025Q1: 1,746 shares; 2025Q2: 1,754 shares; 2025Q3: 1,702 shares; 2025Q4: 1,746 shares; 2026Q1: 2,048 shares; 2026Q2: 2,158 shares 2,158 $292K 0.07% +110 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,885 shares; 2024Q4: 19,896 shares; 2025Q1: 19,907 shares; 2025Q2: 19,915 shares; 2025Q3: 19,904 shares; 2025Q4: 19,983 shares; 2026Q1: 19,983 shares; 2026Q2: 19,983 shares 19,983 $291K 0.07% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,430 shares 2,430 $284K 0.06% new Timeline XBI 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: 1,786 shares; 2026Q1: 1,786 shares; 2026Q2: 1,786 shares 1,786 $283K 0.06% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,189 shares; 2024Q4: 1,189 shares; 2025Q1: 1,189 shares; 2025Q2: 1,189 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares; 2026Q2: 1,138 shares 1,138 $280K 0.06% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 921 shares 921 $278K 0.06% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 435 shares 435 $278K 0.06% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381 shares; 2024Q4: 398 shares; 2025Q1: 429 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 668 shares 668 $278K 0.06% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,502 shares; 2026Q2: 3,785 shares 3,785 $270K 0.06% +283 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 588 shares; 2025Q3: 591 shares; 2025Q4: not reported; 2026Q1: 585 shares; 2026Q2: 609 shares 609 $260K 0.06% +24 Timeline ISCF 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: 9,787 shares; 2025Q3: 9,700 shares; 2025Q4: 10,136 shares; 2026Q1: 10,136 shares; 2026Q2: 5,951 shares 5,951 $258K 0.06% -4,185 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,270 shares; 2025Q4: 1,995 shares; 2026Q1: 1,995 shares; 2026Q2: 1,952 shares 1,952 $250K 0.06% -43 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,136 shares; 2024Q4: 3,194 shares; 2025Q1: 3,003 shares; 2025Q2: 2,510 shares; 2025Q3: 2,443 shares; 2025Q4: 2,422 shares; 2026Q1: 1,449 shares; 2026Q2: 1,228 shares 1,228 $240K 0.05% -221 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: not reported; 2026Q1: not reported; 2026Q2: 795 shares 795 $239K 0.05% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 1,164 shares 1,164 $234K 0.05% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,520 shares; 2026Q2: 1,332 shares 1,332 $225K 0.05% -188 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,286 shares; 2024Q4: 5,317 shares; 2025Q1: 5,317 shares; 2025Q2: 5,317 shares; 2025Q3: 4,954 shares; 2025Q4: 4,954 shares; 2026Q1: 4,339 shares; 2026Q2: 4,339 shares 4,339 $225K 0.05% 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: 4,480 shares; 2024Q4: 4,474 shares; 2025Q1: 4,519 shares; 2025Q2: 4,510 shares; 2025Q3: 4,500 shares; 2025Q4: 3,191 shares; 2026Q1: 2,899 shares; 2026Q2: 2,899 shares 2,899 $219K 0.05% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,040 shares 1,040 $217K 0.05% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,649 shares 1,649 $213K 0.05% new 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: 1,169 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,321 shares; 2025Q3: 1,321 shares; 2025Q4: 1,321 shares; 2026Q1: not reported; 2026Q2: 871 shares 871 $206K 0.05% new Timeline VIS 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: not reported; 2026Q1: not reported; 2026Q2: 568 shares 568 $205K 0.05% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,325 shares; 2024Q4: 9,416 shares; 2025Q1: 9,591 shares; 2025Q2: 9,628 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,111 shares; 2026Q2: 10,686 shares 10,686 $204K 0.05% +575 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573 shares; 2024Q4: 552 shares; 2025Q1: 623 shares; 2025Q2: 667 shares; 2025Q3: 690 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 576 shares 576 $203K 0.05% new Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,976 shares 4,976 $202K 0.05% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,653 shares; 2024Q4: 2,699 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: 2,653 shares; 2025Q4: 2,653 shares; 2026Q1: 2,429 shares; 2026Q2: 2,127 shares 2,127 $202K 0.05% -302 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,195 shares; 2024Q4: 21,195 shares; 2025Q1: 21,195 shares; 2025Q2: 21,195 shares; 2025Q3: 21,195 shares; 2025Q4: 21,195 shares; 2026Q1: 21,195 shares; 2026Q2: 21,195 shares 21,195 $106K 0.02% 0 Timeline PURR HYPERLIQUID STRATEGIES INC More: the full row for HYPERLIQUID STRATEGIES 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 $78.7K 0.02% new Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,056 shares; 2026Q2: 10,000 shares 10,000 $66.9K 0.02% -56 Timeline LTRYW SPORTS ENTMT GAMING GLOBAL More: the full row for SPORTS ENTMT GAMING GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,461 shares; 2024Q4: 38,461 shares; 2025Q1: 38,461 shares; 2025Q2: 38,461 shares; 2025Q3: 38,461 shares; 2025Q4: 38,461 shares; 2026Q1: 38,461 shares; 2026Q2: 38,461 shares 38,461 $396 <0.01% 0 Timeline