DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 757,246 shares; 2025Q1: 828,382 shares; 2025Q2: 865,618 shares; 2025Q3: 914,418 shares; 2025Q4: 985,172 shares; 2026Q1: 1,002,720 shares; 2026Q2: 1,035,049 shares 1,035,049 $45.9M 14.04% +32,329 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 263,351 shares; 2025Q1: 283,295 shares; 2025Q2: 289,099 shares; 2025Q3: 302,240 shares; 2025Q4: 297,201 shares; 2026Q1: 301,244 shares; 2026Q2: 284,211 shares 284,211 $23.3M 7.12% -17,033 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 351,833 shares; 2025Q1: 375,608 shares; 2025Q2: 385,969 shares; 2025Q3: 406,880 shares; 2025Q4: 412,996 shares; 2026Q1: 366,909 shares; 2026Q2: 387,103 shares 387,103 $14.4M 4.41% +20,194 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 66,872 shares; 2025Q1: 77,401 shares; 2025Q2: 114,330 shares; 2025Q3: 122,485 shares; 2025Q4: 133,913 shares; 2026Q1: 93,676 shares; 2026Q2: 105,897 shares 105,897 $9.31M 2.84% +12,221 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 117,324 shares; 2025Q1: 127,563 shares; 2025Q2: 134,630 shares; 2025Q3: 139,308 shares; 2025Q4: 152,824 shares; 2026Q1: 157,894 shares; 2026Q2: 168,323 shares 168,323 $8.04M 2.46% +10,429 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 128,972 shares; 2025Q1: 153,215 shares; 2025Q2: 164,830 shares; 2025Q3: 165,909 shares; 2025Q4: 188,576 shares; 2026Q1: 186,512 shares; 2026Q2: 204,299 shares 204,299 $7.92M 2.42% +17,787 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,933 shares; 2025Q1: 1,972 shares; 2025Q2: 1,980 shares; 2025Q3: 2,023 shares; 2025Q4: 2,039 shares; 2026Q1: 2,799 shares; 2026Q2: 48,599 shares 48,599 $7.63M 2.33% +45,800 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 213,042 shares; 2025Q1: 211,523 shares; 2025Q2: 210,494 shares; 2025Q3: 212,362 shares; 2025Q4: 211,170 shares; 2026Q1: 198,339 shares; 2026Q2: 198,360 shares 198,360 $7.31M 2.23% +21 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 148,983 shares; 2025Q1: 162,582 shares; 2025Q2: 166,872 shares; 2025Q3: 176,488 shares; 2025Q4: 179,664 shares; 2026Q1: 165,598 shares; 2026Q2: 174,184 shares 174,184 $7.08M 2.16% +8,586 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,048 shares; 2025Q1: 23,151 shares; 2025Q2: 21,429 shares; 2025Q3: 22,713 shares; 2025Q4: 21,752 shares; 2026Q1: 22,430 shares; 2026Q2: 23,000 shares 23,000 $6.66M 2.03% +570 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,072 shares; 2025Q1: 6,164 shares; 2025Q2: 6,113 shares; 2025Q3: 6,146 shares; 2025Q4: 6,175 shares; 2026Q1: 6,194 shares; 2026Q2: 6,230 shares 6,230 $6.63M 2.03% +36 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 84,526 shares; 2025Q1: 87,017 shares; 2025Q2: 87,355 shares; 2025Q3: 82,645 shares; 2025Q4: 81,172 shares; 2026Q1: 77,310 shares; 2026Q2: 76,349 shares 76,349 $6.26M 1.91% -961 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,620 shares; 2025Q1: 19,052 shares; 2025Q2: 24,431 shares; 2025Q3: 24,587 shares; 2025Q4: 27,816 shares; 2026Q1: 28,477 shares; 2026Q2: 29,185 shares 29,185 $5.84M 1.79% +708 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73,441 shares; 2025Q1: 81,684 shares; 2025Q2: 82,004 shares; 2025Q3: 90,202 shares; 2025Q4: 95,749 shares; 2026Q1: 100,845 shares; 2026Q2: 104,528 shares 104,528 $5.71M 1.75% +3,683 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 98,161 shares; 2025Q1: 107,176 shares; 2025Q2: 112,349 shares; 2025Q3: 117,503 shares; 2025Q4: 120,856 shares; 2026Q1: 127,823 shares; 2026Q2: 134,866 shares 134,866 $5.69M 1.74% +7,043 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,124 shares; 2025Q1: 82,953 shares; 2025Q2: 86,368 shares; 2025Q3: 90,051 shares; 2025Q4: 95,124 shares; 2026Q1: 101,238 shares; 2026Q2: 105,751 shares 105,751 $5.67M 1.73% +4,513 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,317 shares; 2026Q2: 129,324 shares 129,324 $4.73M 1.45% +3,007 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89,529 shares 89,529 $4.53M 1.39% new 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: not loaded; 2024Q4: 66,971 shares; 2025Q1: 72,795 shares; 2025Q2: 74,537 shares; 2025Q3: 70,885 shares; 2025Q4: 61,278 shares; 2026Q1: 60,386 shares; 2026Q2: 59,930 shares 59,930 $4.19M 1.28% -456 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,654 shares; 2025Q1: 90,735 shares; 2025Q2: 91,245 shares; 2025Q3: 85,442 shares; 2025Q4: 83,079 shares; 2026Q1: 79,680 shares; 2026Q2: 78,377 shares 78,377 $4.05M 1.24% -1,303 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,478 shares; 2025Q1: 39,137 shares; 2025Q2: 40,575 shares; 2025Q3: 48,238 shares; 2025Q4: 69,406 shares; 2026Q1: 70,119 shares; 2026Q2: 88,410 shares 88,410 $3.69M 1.13% +18,291 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 469 shares; 2025Q1: 807 shares; 2025Q2: 1,083 shares; 2025Q3: 1,116 shares; 2025Q4: 2,563 shares; 2026Q1: 3,269 shares; 2026Q2: 5,252 shares 5,252 $3.61M 1.1% +1,983 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,528 shares; 2025Q1: 36,155 shares; 2025Q2: 39,027 shares; 2025Q3: 50,452 shares; 2025Q4: 57,439 shares; 2026Q1: 51,764 shares; 2026Q2: 52,066 shares 52,066 $3.54M 1.08% +302 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91,054 shares; 2025Q1: 96,349 shares; 2025Q2: 92,843 shares; 2025Q3: 88,202 shares; 2025Q4: 86,343 shares; 2026Q1: 83,149 shares; 2026Q2: 85,313 shares 85,313 $3.52M 1.08% +2,164 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91,654 shares; 2025Q1: 99,403 shares; 2025Q2: 100,250 shares; 2025Q3: 92,112 shares; 2025Q4: 89,473 shares; 2026Q1: 85,625 shares; 2026Q2: 83,349 shares 83,349 $3.3M 1.01% -2,276 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,887 shares; 2025Q1: 6,311 shares; 2025Q2: 7,439 shares; 2025Q3: 8,315 shares; 2025Q4: 16,731 shares; 2026Q1: 13,810 shares; 2026Q2: 14,369 shares 14,369 $3.26M 1% +559 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 115,155 shares; 2025Q1: 116,860 shares; 2025Q2: 87,911 shares; 2025Q3: 79,598 shares; 2025Q4: 84,197 shares; 2026Q1: 258,922 shares; 2026Q2: 64,097 shares 64,097 $3.23M 0.99% -194,825 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,234 shares; 2025Q1: 44,288 shares; 2025Q2: 46,263 shares; 2025Q3: 43,746 shares; 2025Q4: 40,778 shares; 2026Q1: 39,313 shares; 2026Q2: 39,103 shares 39,103 $3.22M 0.98% -210 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,527 shares; 2025Q1: 10,796 shares; 2025Q2: 11,036 shares; 2025Q3: 10,836 shares; 2025Q4: 11,687 shares; 2026Q1: 11,481 shares; 2026Q2: 11,841 shares 11,841 $2.82M 0.86% +360 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,237 shares; 2026Q1: 22,845 shares; 2026Q2: 25,971 shares 25,971 $2.79M 0.85% +3,126 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,437 shares; 2025Q1: 3,538 shares; 2025Q2: 3,761 shares; 2025Q3: 3,824 shares; 2025Q4: 4,263 shares; 2026Q1: 6,742 shares; 2026Q2: 7,447 shares 7,447 $2.63M 0.8% +705 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,916 shares; 2025Q1: 36,411 shares; 2025Q2: 29,655 shares; 2025Q3: 29,528 shares; 2025Q4: 28,502 shares; 2026Q1: 26,976 shares; 2026Q2: 25,214 shares 25,214 $2.62M 0.8% -1,762 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,622 shares; 2025Q1: 4,337 shares; 2025Q2: 4,266 shares; 2025Q3: 4,326 shares; 2025Q4: 4,613 shares; 2026Q1: 6,714 shares; 2026Q2: 6,961 shares 6,961 $2.49M 0.76% +247 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,944 shares; 2025Q2: 4,334 shares; 2025Q3: 4,941 shares; 2025Q4: 11,899 shares; 2026Q1: 15,644 shares; 2026Q2: 17,132 shares 17,132 $2.36M 0.72% +1,488 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,688 shares; 2025Q1: 43,884 shares; 2025Q2: 46,844 shares; 2025Q3: 45,265 shares; 2025Q4: 48,775 shares; 2026Q1: 48,360 shares; 2026Q2: 50,509 shares 50,509 $2.16M 0.66% +2,149 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,973 shares; 2025Q1: 19,856 shares; 2025Q2: 12,279 shares; 2025Q3: 14,248 shares; 2025Q4: 13,678 shares; 2026Q1: 13,963 shares; 2026Q2: 17,606 shares 17,606 $2.09M 0.64% +3,643 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,809 shares; 2025Q3: 31,661 shares; 2025Q4: 40,698 shares; 2026Q1: 46,712 shares; 2026Q2: 38,844 shares 38,844 $2.05M 0.63% -7,868 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,606 shares; 2025Q1: 18,742 shares; 2025Q2: 21,708 shares; 2025Q3: 22,724 shares; 2025Q4: 26,848 shares; 2026Q1: 33,953 shares; 2026Q2: 38,848 shares 38,848 $1.9M 0.58% +4,895 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: not loaded; 2024Q4: 34,532 shares; 2025Q1: 39,400 shares; 2025Q2: 39,737 shares; 2025Q3: 36,299 shares; 2025Q4: 34,430 shares; 2026Q1: 33,002 shares; 2026Q2: 34,690 shares 34,690 $1.87M 0.57% +1,688 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 loaded; 2024Q4: not reported; 2025Q1: 8,597 shares; 2025Q2: 13,712 shares; 2025Q3: 15,868 shares; 2025Q4: 22,666 shares; 2026Q1: 23,551 shares; 2026Q2: 33,834 shares 33,834 $1.84M 0.56% +10,283 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,886 shares; 2025Q1: 2,841 shares; 2025Q2: 2,804 shares; 2025Q3: 2,794 shares; 2025Q4: 2,305 shares; 2026Q1: 2,841 shares; 2026Q2: 2,492 shares 2,492 $1.84M 0.56% -349 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,254 shares; 2025Q1: 37,366 shares; 2025Q2: 39,548 shares; 2025Q3: 44,840 shares; 2025Q4: 53,429 shares; 2026Q1: 58,059 shares; 2026Q2: 58,064 shares 58,064 $1.68M 0.51% +5 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,999 shares; 2025Q1: 47,610 shares; 2025Q2: 47,841 shares; 2025Q3: 44,687 shares; 2025Q4: 43,683 shares; 2026Q1: 42,534 shares; 2026Q2: 40,329 shares 40,329 $1.62M 0.5% -2,205 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,865 shares; 2025Q1: 3,427 shares; 2025Q2: 3,974 shares; 2025Q3: 4,234 shares; 2025Q4: 4,971 shares; 2026Q1: 4,247 shares; 2026Q2: 4,105 shares 4,105 $1.53M 0.47% -142 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,081 shares; 2025Q1: 1,233 shares; 2025Q2: 1,132 shares; 2025Q3: 1,066 shares; 2025Q4: 1,214 shares; 2026Q1: 1,173 shares; 2026Q2: 1,216 shares 1,216 $1.46M 0.45% +43 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,500 shares; 2025Q1: 71,070 shares; 2025Q2: 70,807 shares; 2025Q3: 66,546 shares; 2025Q4: 63,866 shares; 2026Q1: 61,696 shares; 2026Q2: 61,025 shares 61,025 $1.4M 0.43% -671 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,667 shares; 2025Q1: 1,553 shares; 2025Q2: 1,576 shares; 2025Q3: 1,588 shares; 2025Q4: 1,791 shares; 2026Q1: 1,867 shares; 2026Q2: 1,900 shares 1,900 $1.37M 0.42% +33 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,769 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,625 shares; 2026Q2: 28,625 shares 28,625 $1.37M 0.42% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,761 shares; 2025Q1: 36,336 shares; 2025Q2: 38,630 shares; 2025Q3: 39,906 shares; 2025Q4: 44,163 shares; 2026Q1: 24,064 shares; 2026Q2: 31,656 shares 31,656 $1.34M 0.41% +7,592 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,226 shares; 2025Q1: 57,607 shares; 2025Q2: 59,568 shares; 2025Q3: 55,109 shares; 2025Q4: 51,357 shares; 2026Q1: 51,000 shares; 2026Q2: 50,540 shares 50,540 $1.32M 0.4% -460 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,831 shares; 2025Q1: 8,320 shares; 2025Q2: 11,413 shares; 2025Q3: 11,455 shares; 2025Q4: 15,770 shares; 2026Q1: 23,253 shares; 2026Q2: 28,273 shares 28,273 $1.31M 0.4% +5,020 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,944 shares; 2026Q1: 9,799 shares; 2026Q2: 11,904 shares 11,904 $1.27M 0.39% +2,105 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,332 shares; 2025Q3: 8,381 shares; 2025Q4: 12,345 shares; 2026Q1: 19,433 shares; 2026Q2: 25,105 shares 25,105 $1.24M 0.38% +5,672 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: not loaded; 2024Q4: 7,360 shares; 2025Q1: 14,642 shares; 2025Q2: 25,792 shares; 2025Q3: 29,014 shares; 2025Q4: 46,014 shares; 2026Q1: 24,337 shares; 2026Q2: 14,816 shares 14,816 $1.23M 0.38% -9,521 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,941 shares; 2025Q3: 29,606 shares; 2025Q4: 36,908 shares; 2026Q1: 39,092 shares; 2026Q2: 28,087 shares 28,087 $1.21M 0.37% -11,005 Timeline SHLD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,517 shares; 2025Q4: 11,008 shares; 2026Q1: 14,893 shares; 2026Q2: 19,326 shares 19,326 $1.15M 0.35% +4,433 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,265 shares; 2025Q1: 8,909 shares; 2025Q2: 9,433 shares; 2025Q3: 14,574 shares; 2025Q4: 15,063 shares; 2026Q1: 14,925 shares; 2026Q2: 15,875 shares 15,875 $1.13M 0.35% +950 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 713 shares; 2026Q1: 832 shares; 2026Q2: 964 shares 964 $1.11M 0.34% +132 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,800 shares; 2025Q1: 16,053 shares; 2025Q2: 21,053 shares; 2025Q3: 21,053 shares; 2025Q4: 21,222 shares; 2026Q1: 21,233 shares; 2026Q2: 21,167 shares 21,167 $1.11M 0.34% -66 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,294 shares 22,294 $1.08M 0.33% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 66,164 shares; 2025Q1: 66,321 shares; 2025Q2: 64,546 shares; 2025Q3: 59,562 shares; 2025Q4: 58,664 shares; 2026Q1: 57,559 shares; 2026Q2: 54,688 shares 54,688 $1.07M 0.33% -2,871 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,446 shares; 2025Q1: 14,407 shares; 2025Q2: 15,761 shares; 2025Q3: 14,177 shares; 2025Q4: 12,273 shares; 2026Q1: 12,212 shares; 2026Q2: 12,221 shares 12,221 $1M 0.31% +9 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,899 shares; 2025Q1: 50,206 shares; 2025Q2: 49,847 shares; 2025Q3: 45,654 shares; 2025Q4: 44,333 shares; 2026Q1: 43,734 shares; 2026Q2: 43,675 shares 43,675 $976K 0.3% -59 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,154 shares; 2025Q3: 10,891 shares; 2025Q4: 19,385 shares; 2026Q1: 20,993 shares; 2026Q2: 28,158 shares 28,158 $961K 0.29% +7,165 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,492 shares; 2025Q1: 55,586 shares; 2025Q2: 54,796 shares; 2025Q3: 50,152 shares; 2025Q4: 49,569 shares; 2026Q1: 48,711 shares; 2026Q2: 48,654 shares 48,654 $954K 0.29% -57 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,528 shares; 2025Q3: 9,736 shares; 2025Q4: 16,894 shares; 2026Q1: 18,044 shares; 2026Q2: 23,765 shares 23,765 $954K 0.29% +5,721 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,174 shares; 2025Q1: 47,313 shares; 2025Q2: 46,375 shares; 2025Q3: 42,458 shares; 2025Q4: 41,976 shares; 2026Q1: 41,638 shares; 2026Q2: 42,362 shares 42,362 $921K 0.28% +724 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,628 shares; 2025Q1: 48,851 shares; 2025Q2: 48,337 shares; 2025Q3: 44,207 shares; 2025Q4: 43,648 shares; 2026Q1: 42,993 shares; 2026Q2: 43,730 shares 43,730 $891K 0.27% +737 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,163 shares; 2025Q1: 2,317 shares; 2025Q2: 2,368 shares; 2025Q3: 2,507 shares; 2025Q4: 4,051 shares; 2026Q1: 4,202 shares; 2026Q2: 2,549 shares 2,549 $874K 0.27% -1,653 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,877 shares; 2025Q1: 21,270 shares; 2025Q2: 21,284 shares; 2025Q3: 21,284 shares; 2025Q4: 20,848 shares; 2026Q1: 18,828 shares; 2026Q2: 17,212 shares 17,212 $846K 0.26% -1,616 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,663 shares; 2025Q3: 21,011 shares; 2025Q4: 28,361 shares; 2026Q1: 30,058 shares; 2026Q2: 24,672 shares 24,672 $846K 0.26% -5,386 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,107 shares; 2025Q1: 1,115 shares; 2025Q2: 1,122 shares; 2025Q3: 1,819 shares; 2025Q4: 1,707 shares; 2026Q1: 1,619 shares; 2026Q2: 9,716 shares 9,716 $837K 0.26% +8,097 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,619 shares; 2025Q1: 6,063 shares; 2025Q2: 5,909 shares; 2025Q3: 5,805 shares; 2025Q4: 5,937 shares; 2026Q1: 5,438 shares; 2026Q2: 5,426 shares 5,426 $796K 0.24% -12 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,654 shares; 2025Q1: 5,367 shares; 2025Q2: 6,932 shares; 2025Q3: 6,940 shares; 2025Q4: 7,245 shares; 2026Q1: 7,144 shares; 2026Q2: 6,810 shares 6,810 $795K 0.24% -334 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,392 shares; 2025Q1: 2,647 shares; 2025Q2: 2,668 shares; 2025Q3: 2,553 shares; 2025Q4: 2,911 shares; 2026Q1: 3,013 shares; 2026Q2: 3,100 shares 3,100 $787K 0.24% +87 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,353 shares; 2025Q1: 1,470 shares; 2025Q2: 1,589 shares; 2025Q3: 1,566 shares; 2025Q4: 1,924 shares; 2026Q1: 1,963 shares; 2026Q2: 1,867 shares 1,867 $785K 0.24% -96 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 loaded; 2024Q4: 2,166 shares; 2025Q1: 2,063 shares; 2025Q2: 1,984 shares; 2025Q3: 1,798 shares; 2025Q4: 1,760 shares; 2026Q1: 2,110 shares; 2026Q2: 2,114 shares 2,114 $782K 0.24% +4 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 968 shares; 2025Q1: 1,139 shares; 2025Q2: 1,320 shares; 2025Q3: 1,181 shares; 2025Q4: 1,319 shares; 2026Q1: 1,548 shares; 2026Q2: 1,555 shares 1,555 $778K 0.24% +7 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,465 shares; 2026Q2: 14,211 shares 14,211 $728K 0.22% +2,746 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,936 shares; 2025Q1: 40,614 shares; 2025Q2: 41,207 shares; 2025Q3: 36,412 shares; 2025Q4: 35,761 shares; 2026Q1: 35,911 shares; 2026Q2: 38,205 shares 38,205 $710K 0.22% +2,294 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,032 shares; 2025Q1: 33,077 shares; 2025Q2: 34,579 shares; 2025Q3: 31,314 shares; 2025Q4: 30,770 shares; 2026Q1: 30,951 shares; 2026Q2: 32,373 shares 32,373 $684K 0.21% +1,422 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,683 shares; 2025Q4: 11,970 shares; 2026Q1: 12,898 shares; 2026Q2: 15,984 shares 15,984 $684K 0.21% +3,086 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 978 shares; 2025Q1: 1,220 shares; 2025Q2: 1,282 shares; 2025Q3: 1,314 shares; 2025Q4: 1,487 shares; 2026Q1: 1,481 shares; 2026Q2: 1,185 shares 1,185 $668K 0.2% -296 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,878 shares; 2025Q3: 1,846 shares; 2025Q4: 1,911 shares; 2026Q1: 1,932 shares; 2026Q2: 1,955 shares 1,955 $666K 0.2% +23 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,469 shares; 2025Q1: 2,468 shares; 2025Q2: 2,523 shares; 2025Q3: 2,524 shares; 2025Q4: 2,511 shares; 2026Q1: 2,584 shares; 2026Q2: 2,430 shares 2,430 $657K 0.2% -154 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,820 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 3,149 shares; 2025Q4: 3,162 shares; 2026Q1: 2,958 shares; 2026Q2: 2,963 shares 2,963 $646K 0.2% +5 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,644 shares; 2025Q1: 17,903 shares; 2025Q2: 18,590 shares; 2025Q3: 16,626 shares; 2025Q4: 16,273 shares; 2026Q1: 16,273 shares; 2026Q2: 15,154 shares 15,154 $623K 0.19% -1,119 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,139 shares; 2026Q1: 1,045 shares; 2026Q2: 1,055 shares 1,055 $613K 0.19% +10 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,187 shares; 2025Q1: 5,470 shares; 2025Q2: 4,685 shares; 2025Q3: 4,655 shares; 2025Q4: 5,231 shares; 2026Q1: 5,293 shares; 2026Q2: 5,379 shares 5,379 $609K 0.19% +86 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,353 shares; 2025Q1: 3,940 shares; 2025Q2: 3,556 shares; 2025Q3: 3,570 shares; 2025Q4: 4,135 shares; 2026Q1: 4,272 shares; 2026Q2: 4,442 shares 4,442 $607K 0.19% +170 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,271 shares 4,271 $596K 0.18% new 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 loaded; 2024Q4: not reported; 2025Q1: 6,777 shares; 2025Q2: 6,877 shares; 2025Q3: 7,156 shares; 2025Q4: 8,372 shares; 2026Q1: 10,281 shares; 2026Q2: 10,108 shares 10,108 $540K 0.17% -173 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,171 shares; 2026Q1: 7,495 shares; 2026Q2: 7,875 shares 7,875 $540K 0.16% +380 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 794 shares; 2025Q3: 11,106 shares; 2025Q4: 1,409 shares; 2026Q1: 1,270 shares; 2026Q2: 1,392 shares 1,392 $526K 0.16% +122 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,293 shares; 2025Q1: 19,374 shares; 2025Q2: 19,131 shares; 2025Q3: 19,424 shares; 2025Q4: 20,742 shares; 2026Q1: 21,256 shares; 2026Q2: 21,406 shares 21,406 $515K 0.16% +150 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,681 shares 17,681 $513K 0.16% 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: not loaded; 2024Q4: 704 shares; 2025Q1: 660 shares; 2025Q2: 666 shares; 2025Q3: 647 shares; 2025Q4: 651 shares; 2026Q1: 638 shares; 2026Q2: 681 shares 681 $510K 0.16% +43 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,472 shares; 2026Q2: 11,868 shares 11,868 $510K 0.16% +2,396 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,394 shares; 2025Q1: 13,628 shares; 2025Q2: 13,628 shares; 2025Q3: 13,628 shares; 2025Q4: 13,007 shares; 2026Q1: 12,038 shares; 2026Q2: 11,911 shares 11,911 $501K 0.15% -127 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,072 shares; 2025Q1: 1,367 shares; 2025Q2: 1,427 shares; 2025Q3: 1,426 shares; 2025Q4: 1,759 shares; 2026Q1: 1,344 shares; 2026Q2: 1,496 shares 1,496 $490K 0.15% +152 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,689 shares; 2025Q1: 4,514 shares; 2025Q2: 4,515 shares; 2025Q3: 4,515 shares; 2025Q4: 4,516 shares; 2026Q1: 4,407 shares; 2026Q2: 4,407 shares 4,407 $463K 0.14% 0 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,243 shares; 2025Q3: 6,473 shares; 2025Q4: 7,399 shares; 2026Q1: 10,027 shares; 2026Q2: 11,929 shares 11,929 $454K 0.14% +1,902 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,326 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares; 2025Q3: 1,368 shares; 2025Q4: 1,373 shares; 2026Q1: 1,369 shares; 2026Q2: 1,475 shares 1,475 $447K 0.14% +106 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,020 shares; 2025Q1: 11,020 shares; 2025Q2: 11,010 shares; 2025Q3: 11,133 shares; 2025Q4: 9,680 shares; 2026Q1: 9,555 shares; 2026Q2: 9,555 shares 9,555 $436K 0.13% 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: not loaded; 2024Q4: 835 shares; 2025Q1: 831 shares; 2025Q2: 822 shares; 2025Q3: 823 shares; 2025Q4: 406 shares; 2026Q1: 849 shares; 2026Q2: 578 shares 578 $431K 0.13% -271 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,795 shares; 2026Q1: 3,633 shares; 2026Q2: 2,634 shares 2,634 $426K 0.13% -999 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,866 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,743 shares; 2026Q1: 1,744 shares; 2026Q2: 1,744 shares 1,744 $423K 0.13% 0 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,941 shares; 2025Q1: 5,918 shares; 2025Q2: 5,945 shares; 2025Q3: 6,918 shares; 2025Q4: 7,135 shares; 2026Q1: 8,619 shares; 2026Q2: 8,648 shares 8,648 $418K 0.13% +29 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,793 shares; 2026Q1: 9,638 shares; 2026Q2: 11,605 shares 11,605 $417K 0.13% +1,967 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,148 shares; 2025Q1: 5,656 shares; 2025Q2: 5,541 shares; 2025Q3: 5,405 shares; 2025Q4: 5,374 shares; 2026Q1: 5,364 shares; 2026Q2: 5,366 shares 5,366 $414K 0.13% +2 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,107 shares; 2025Q1: 2,767 shares; 2025Q2: 2,767 shares; 2025Q3: 2,767 shares; 2025Q4: 2,760 shares; 2026Q1: 2,760 shares; 2026Q2: 2,762 shares 2,762 $410K 0.13% +2 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,305 shares; 2025Q1: 10,823 shares; 2025Q2: 10,110 shares; 2025Q3: 14,082 shares; 2025Q4: 14,295 shares; 2026Q1: 7,163 shares; 2026Q2: 8,092 shares 8,092 $408K 0.12% +929 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,743 shares; 2025Q3: 5,835 shares; 2025Q4: 5,418 shares; 2026Q1: 8,058 shares; 2026Q2: 8,400 shares 8,400 $407K 0.12% +342 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,967 shares; 2026Q2: 9,886 shares 9,886 $403K 0.12% +1,919 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,503 shares; 2026Q1: 9,646 shares; 2026Q2: 11,636 shares 11,636 $386K 0.12% +1,990 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 699 shares; 2025Q3: 762 shares; 2025Q4: 751 shares; 2026Q1: 1,065 shares; 2026Q2: 1,040 shares 1,040 $383K 0.12% -25 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,873 shares; 2025Q1: 1,873 shares; 2025Q2: 1,886 shares; 2025Q3: 1,890 shares; 2025Q4: 1,754 shares; 2026Q1: 1,534 shares; 2026Q2: 1,573 shares 1,573 $382K 0.12% +39 Timeline MUNI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,671 shares; 2026Q1: 6,725 shares; 2026Q2: 7,110 shares 7,110 $374K 0.11% +385 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 859 shares 859 $372K 0.11% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,584 shares; 2026Q1: 2,741 shares; 2026Q2: 2,831 shares 2,831 $364K 0.11% +90 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,156 shares; 2025Q1: 1,458 shares; 2025Q2: 1,417 shares; 2025Q3: 1,434 shares; 2025Q4: 1,476 shares; 2026Q1: 1,451 shares; 2026Q2: 1,442 shares 1,442 $363K 0.11% -9 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,837 shares; 2026Q2: 9,798 shares 9,798 $362K 0.11% +1,961 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,449 shares; 2026Q2: 15,687 shares 15,687 $357K 0.11% -18,762 Timeline HIMU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,348 shares; 2026Q1: 6,831 shares; 2026Q2: 7,171 shares 7,171 $357K 0.11% +340 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,934 shares; 2025Q1: 3,559 shares; 2025Q2: 3,702 shares; 2025Q3: 4,310 shares; 2025Q4: 5,194 shares; 2026Q1: 5,456 shares; 2026Q2: 3,593 shares 3,593 $340K 0.1% -1,863 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 656 shares; 2025Q4: 674 shares; 2026Q1: 663 shares; 2026Q2: 680 shares 680 $337K 0.1% +17 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,443 shares; 2025Q1: 1,495 shares; 2025Q2: 1,519 shares; 2025Q3: 1,520 shares; 2025Q4: 1,515 shares; 2026Q1: 1,367 shares; 2026Q2: 1,402 shares 1,402 $334K 0.1% +35 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,015 shares; 2025Q3: 8,395 shares; 2025Q4: 9,204 shares; 2026Q1: 9,815 shares; 2026Q2: 9,815 shares 9,815 $332K 0.1% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,662 shares; 2026Q2: 2,829 shares 2,829 $332K 0.1% +167 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,512 shares 11,512 $323K 0.1% new Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,511 shares; 2025Q1: 7,511 shares; 2025Q2: 7,511 shares; 2025Q3: 7,511 shares; 2025Q4: 7,511 shares; 2026Q1: 7,511 shares; 2026Q2: 7,070 shares 7,070 $323K 0.1% -441 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,891 shares; 2025Q4: 2,925 shares; 2026Q1: 2,925 shares; 2026Q2: 2,740 shares 2,740 $321K 0.1% -185 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,368 shares; 2025Q1: 8,691 shares; 2025Q2: 8,691 shares; 2025Q3: 8,089 shares; 2025Q4: 8,089 shares; 2026Q1: 8,089 shares; 2026Q2: 8,027 shares 8,027 $319K 0.1% -62 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: not loaded; 2024Q4: 5,792 shares; 2025Q1: 5,792 shares; 2025Q2: 5,792 shares; 2025Q3: 5,792 shares; 2025Q4: 5,792 shares; 2026Q1: 5,798 shares; 2026Q2: 5,804 shares 5,804 $319K 0.1% +6 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 loaded; 2024Q4: not reported; 2025Q1: 5,744 shares; 2025Q2: 6,197 shares; 2025Q3: 8,788 shares; 2025Q4: 10,333 shares; 2026Q1: 3,882 shares; 2026Q2: 4,217 shares 4,217 $318K 0.1% +335 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,741 shares; 2026Q2: 11,766 shares 11,766 $318K 0.1% +2,025 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,246 shares 3,246 $313K 0.1% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,396 shares; 2025Q2: 6,731 shares; 2025Q3: 6,731 shares; 2025Q4: 6,777 shares; 2026Q1: 6,764 shares; 2026Q2: 6,764 shares 6,764 $310K 0.09% 0 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,517 shares; 2026Q1: 9,178 shares; 2026Q2: 10,376 shares 10,376 $310K 0.09% +1,198 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,082 shares; 2025Q3: 4,079 shares; 2025Q4: 4,038 shares; 2026Q1: 4,158 shares; 2026Q2: 4,303 shares 4,303 $310K 0.09% +145 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,332 shares; 2026Q1: 7,559 shares; 2026Q2: 8,309 shares 8,309 $298K 0.09% +750 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 735 shares; 2025Q1: 989 shares; 2025Q2: 980 shares; 2025Q3: 849 shares; 2025Q4: 1,003 shares; 2026Q1: 804 shares; 2026Q2: 858 shares 858 $295K 0.09% +54 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 685 shares; 2025Q1: 704 shares; 2025Q2: 698 shares; 2025Q3: 704 shares; 2025Q4: 715 shares; 2026Q1: 722 shares; 2026Q2: 727 shares 727 $293K 0.09% +5 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,846 shares; 2025Q4: 5,007 shares; 2026Q1: 4,935 shares; 2026Q2: 4,858 shares 4,858 $290K 0.09% -77 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,362 shares; 2025Q1: 8,800 shares; 2025Q2: 8,352 shares; 2025Q3: 8,267 shares; 2025Q4: 7,601 shares; 2026Q1: 7,601 shares; 2026Q2: 7,481 shares 7,481 $289K 0.09% -120 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,814 shares; 2025Q1: 4,812 shares; 2025Q2: 4,367 shares; 2025Q3: 4,310 shares; 2025Q4: 4,399 shares; 2026Q1: 4,400 shares; 2026Q2: 3,083 shares 3,083 $287K 0.09% -1,317 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,925 shares; 2026Q2: 7,749 shares 7,749 $279K 0.09% +1,824 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,580 shares; 2025Q1: 5,580 shares; 2025Q2: 5,580 shares; 2025Q3: 6,081 shares; 2025Q4: 6,019 shares; 2026Q1: 6,019 shares; 2026Q2: 6,019 shares 6,019 $277K 0.08% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 575 shares 575 $275K 0.08% new Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,370 shares; 2025Q1: 4,370 shares; 2025Q2: 4,510 shares; 2025Q3: 4,510 shares; 2025Q4: 4,370 shares; 2026Q1: 4,370 shares; 2026Q2: 4,370 shares 4,370 $273K 0.08% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,045 shares; 2025Q4: 1,054 shares; 2026Q1: 1,148 shares; 2026Q2: 1,153 shares 1,153 $273K 0.08% +5 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,179 shares; 2026Q1: 4,464 shares; 2026Q2: 4,483 shares 4,483 $271K 0.08% +19 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 895 shares 895 $270K 0.08% new Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,024 shares; 2025Q1: 9,024 shares; 2025Q2: 9,024 shares; 2025Q3: 9,024 shares; 2025Q4: 9,024 shares; 2026Q1: 7,155 shares; 2026Q2: 7,155 shares 7,155 $267K 0.08% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,234 shares 2,234 $267K 0.08% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,361 shares; 2025Q4: 5,809 shares; 2026Q1: 5,025 shares; 2026Q2: 5,025 shares 5,025 $251K 0.08% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110 shares 110 $250K 0.08% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,318 shares 5,318 $249K 0.08% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,086 shares 4,086 $248K 0.08% new Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,799 shares 7,799 $244K 0.07% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,732 shares 1,732 $242K 0.07% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 378 shares 378 $241K 0.07% new Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,072 shares; 2025Q4: 6,006 shares; 2026Q1: 6,006 shares; 2026Q2: 6,006 shares 6,006 $240K 0.07% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 932 shares 932 $238K 0.07% new Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,347 shares; 2025Q1: 14,180 shares; 2025Q2: 14,180 shares; 2025Q3: 13,610 shares; 2025Q4: 13,610 shares; 2026Q1: not reported; 2026Q2: 5,764 shares 5,764 $238K 0.07% new Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,453 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,255 shares 8,255 $234K 0.07% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,988 shares; 2025Q1: 3,317 shares; 2025Q2: 4,111 shares; 2025Q3: 4,159 shares; 2025Q4: 3,644 shares; 2026Q1: 3,599 shares; 2026Q2: 3,168 shares 3,168 $233K 0.07% -431 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,086 shares; 2025Q3: 3,028 shares; 2025Q4: 2,988 shares; 2026Q1: 2,988 shares; 2026Q2: 2,988 shares 2,988 $231K 0.07% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,135 shares; 2025Q2: 4,247 shares; 2025Q3: 4,464 shares; 2025Q4: 5,593 shares; 2026Q1: 3,205 shares; 2026Q2: 2,298 shares 2,298 $231K 0.07% -907 Timeline BOTZ 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 loaded; 2024Q4: 8,001 shares; 2025Q1: 8,002 shares; 2025Q2: 8,002 shares; 2025Q3: 8,062 shares; 2025Q4: 7,385 shares; 2026Q1: 6,438 shares; 2026Q2: 5,950 shares 5,950 $226K 0.07% -488 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,549 shares; 2025Q3: 3,364 shares; 2025Q4: not reported; 2026Q1: 3,707 shares; 2026Q2: 3,900 shares 3,900 $226K 0.07% +193 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,246 shares; 2025Q1: 2,002 shares; 2025Q2: 1,999 shares; 2025Q3: 1,993 shares; 2025Q4: 2,037 shares; 2026Q1: 921 shares; 2026Q2: 906 shares 906 $225K 0.07% -15 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 613 shares 613 $224K 0.07% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,118 shares; 2026Q1: 1,169 shares; 2026Q2: 1,155 shares 1,155 $219K 0.07% -14 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,949 shares 7,949 $218K 0.07% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,488 shares 1,488 $217K 0.07% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,020 shares 1,020 $213K 0.07% new Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,728 shares; 2025Q3: 5,728 shares; 2025Q4: 5,104 shares; 2026Q1: not reported; 2026Q2: 5,104 shares 5,104 $211K 0.06% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares 666 $210K 0.06% new Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,524 shares 3,524 $208K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,157 shares; 2026Q2: 1,234 shares 1,234 $205K 0.06% +77 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207 shares; 2026Q2: 218 shares 218 $204K 0.06% +11 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: 3,095 shares; 2025Q4: 6,174 shares; 2026Q1: 3,656 shares; 2026Q2: 2,666 shares 2,666 $204K 0.06% -990 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,620 shares; 2025Q1: 18,620 shares; 2025Q2: 18,620 shares; 2025Q3: 18,620 shares; 2025Q4: 18,620 shares; 2026Q1: 19,724 shares; 2026Q2: 18,622 shares 18,622 $57K 0.02% -1,102 Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,744 shares 29,744 $28.3K 0.01% new Timeline