JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,393 shares; 2024Q4: 64,958 shares; 2025Q1: 93,812 shares; 2025Q2: 14,098 shares; 2025Q3: 135,077 shares; 2025Q4: 326,036 shares; 2026Q1: 344,577 shares; 2026Q2: 360,261 shares 360,261 $19.3M 7.26% +15,684 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: 48,222 shares; 2024Q4: 48,540 shares; 2025Q1: 49,348 shares; 2025Q2: 3,164 shares; 2025Q3: 52,548 shares; 2025Q4: 52,988 shares; 2026Q1: 50,962 shares; 2026Q2: 51,083 shares 51,083 $18.7M 7.04% +121 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: 42,444 shares; 2024Q4: 43,115 shares; 2025Q1: 45,670 shares; 2025Q2: 1,255 shares; 2025Q3: 48,005 shares; 2025Q4: 48,739 shares; 2026Q1: 47,926 shares; 2026Q2: 47,551 shares 47,551 $14.4M 5.43% -375 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: 202,351 shares; 2024Q4: 215,138 shares; 2025Q1: 239,794 shares; 2025Q2: 15,153 shares; 2025Q3: 244,689 shares; 2025Q4: 267,868 shares; 2026Q1: 284,802 shares; 2026Q2: 289,801 shares 289,801 $14M 5.29% +4,999 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: 120,720 shares; 2024Q4: 125,274 shares; 2025Q1: 138,798 shares; 2025Q2: 5,911 shares; 2025Q3: 150,708 shares; 2025Q4: 161,761 shares; 2026Q1: 161,593 shares; 2026Q2: 173,700 shares 173,700 $13.5M 5.1% +12,107 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: 312,703 shares; 2024Q4: 320,693 shares; 2025Q1: 336,627 shares; 2025Q2: 13,941 shares; 2025Q3: 353,173 shares; 2025Q4: 348,185 shares; 2026Q1: 338,341 shares; 2026Q2: 332,135 shares 332,135 $13.4M 5.03% -6,206 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,307 shares; 2024Q4: 309,793 shares; 2025Q1: 339,686 shares; 2025Q2: 10,354 shares; 2025Q3: 349,636 shares; 2025Q4: 344,706 shares; 2026Q1: 328,059 shares; 2026Q2: 318,572 shares 318,572 $11M 4.15% -9,487 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,427 shares; 2024Q4: 110,108 shares; 2025Q1: 137,660 shares; 2025Q2: 6,450 shares; 2025Q3: 177,548 shares; 2025Q4: 218,034 shares; 2026Q1: 225,127 shares; 2026Q2: 230,370 shares 230,370 $10.5M 3.96% +5,243 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: 165,377 shares; 2024Q4: 159,694 shares; 2025Q1: 157,541 shares; 2025Q2: 6,451 shares; 2025Q3: 149,952 shares; 2025Q4: 149,028 shares; 2026Q1: 135,612 shares; 2026Q2: 132,896 shares 132,896 $9.29M 3.5% -2,716 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,226 shares; 2024Q4: 149,278 shares; 2025Q1: 149,125 shares; 2025Q2: 5,761 shares; 2025Q3: 161,213 shares; 2025Q4: 162,243 shares; 2026Q1: 167,360 shares; 2026Q2: 171,017 shares 171,017 $8.07M 3.04% +3,657 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: 20,471 shares; 2024Q4: 24,132 shares; 2025Q1: 35,191 shares; 2025Q2: not reported; 2025Q3: 49,946 shares; 2025Q4: 54,032 shares; 2026Q1: 60,453 shares; 2026Q2: 64,214 shares 64,214 $8.01M 3.02% +3,761 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: 9,121 shares; 2024Q4: 8,940 shares; 2025Q1: 9,213 shares; 2025Q2: 866 shares; 2025Q3: 9,334 shares; 2025Q4: 9,632 shares; 2026Q1: 9,856 shares; 2026Q2: 10,241 shares 10,241 $7.67M 2.89% +385 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,625 shares; 2024Q4: 53,333 shares; 2025Q1: 77,970 shares; 2025Q2: 5,717 shares; 2025Q3: 102,547 shares; 2025Q4: 112,335 shares; 2026Q1: 120,932 shares; 2026Q2: 135,858 shares 135,858 $6.26M 2.36% +14,926 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: 129,154 shares; 2024Q4: 149,448 shares; 2025Q1: 165,459 shares; 2025Q2: 13,685 shares; 2025Q3: 176,967 shares; 2025Q4: 184,071 shares; 2026Q1: 192,335 shares; 2026Q2: 200,438 shares 200,438 $5.81M 2.19% +8,103 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: 112,844 shares; 2024Q4: 123,675 shares; 2025Q1: 123,912 shares; 2025Q2: not reported; 2025Q3: 136,404 shares; 2025Q4: 139,224 shares; 2026Q1: 139,619 shares; 2026Q2: 134,315 shares 134,315 $5.31M 2% -5,304 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: 35,978 shares; 2024Q4: 35,834 shares; 2025Q1: 35,750 shares; 2025Q2: 2,063 shares; 2025Q3: 35,912 shares; 2025Q4: 35,812 shares; 2026Q1: 32,767 shares; 2026Q2: 32,020 shares 32,020 $4.94M 1.86% -747 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,515 shares; 2024Q4: 55,395 shares; 2025Q1: 74,550 shares; 2025Q2: not reported; 2025Q3: 88,511 shares; 2025Q4: 81,853 shares; 2026Q1: 91,108 shares; 2026Q2: 85,244 shares 85,244 $4.31M 1.62% -5,864 Timeline AVLV 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: 20,059 shares; 2024Q4: 24,302 shares; 2025Q1: 32,758 shares; 2025Q2: not reported; 2025Q3: 35,466 shares; 2025Q4: 40,213 shares; 2026Q1: 41,933 shares; 2026Q2: 44,786 shares 44,786 $4.08M 1.54% +2,853 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: 696 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 644 shares; 2025Q3: 5,596 shares; 2025Q4: 5,596 shares; 2026Q1: 5,451 shares; 2026Q2: 5,410 shares 5,410 $4.04M 1.52% -41 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: 30,548 shares; 2024Q4: 30,761 shares; 2025Q1: 30,766 shares; 2025Q2: not reported; 2025Q3: 30,613 shares; 2025Q4: 30,125 shares; 2026Q1: 26,426 shares; 2026Q2: 26,276 shares 26,276 $3.9M 1.47% -150 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,586 shares; 2024Q4: 169,958 shares; 2025Q1: 163,806 shares; 2025Q2: not reported; 2025Q3: 142,871 shares; 2025Q4: 97,148 shares; 2026Q1: 94,386 shares; 2026Q2: 83,846 shares 83,846 $3.39M 1.28% -10,540 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: 14,094 shares; 2024Q4: 14,057 shares; 2025Q1: 13,849 shares; 2025Q2: 1,146 shares; 2025Q3: 13,607 shares; 2025Q4: 13,607 shares; 2026Q1: 13,607 shares; 2026Q2: 13,619 shares 13,619 $3.31M 1.25% +12 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: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 1.13% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,858 shares; 2024Q4: 9,444 shares; 2025Q1: 9,504 shares; 2025Q2: not reported; 2025Q3: 10,801 shares; 2025Q4: 10,348 shares; 2026Q1: 10,349 shares; 2026Q2: 10,303 shares 10,303 $2.98M 1.12% -46 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: 6,568 shares; 2024Q4: 6,273 shares; 2025Q1: 6,289 shares; 2025Q2: not reported; 2025Q3: 6,327 shares; 2025Q4: 6,370 shares; 2026Q1: 6,401 shares; 2026Q2: 6,810 shares 6,810 $2.52M 0.95% +409 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,345 shares; 2024Q4: 15,888 shares; 2025Q1: 19,595 shares; 2025Q2: not reported; 2025Q3: 34,244 shares; 2025Q4: 39,300 shares; 2026Q1: 43,327 shares; 2026Q2: 48,701 shares 48,701 $2.46M 0.93% +5,374 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: 1,861 shares; 2024Q4: 1,868 shares; 2025Q1: 1,877 shares; 2025Q2: not reported; 2025Q3: 1,868 shares; 2025Q4: 1,870 shares; 2026Q1: 1,860 shares; 2026Q2: 1,860 shares 1,860 $2.23M 0.84% 0 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: 5,206 shares; 2024Q4: 5,006 shares; 2025Q1: 4,909 shares; 2025Q2: 593 shares; 2025Q3: 4,639 shares; 2025Q4: 4,740 shares; 2026Q1: 4,737 shares; 2026Q2: 4,440 shares 4,440 $2.22M 0.84% -297 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: 12,014 shares; 2024Q4: 11,679 shares; 2025Q1: 11,333 shares; 2025Q2: not reported; 2025Q3: 11,333 shares; 2025Q4: 11,033 shares; 2026Q1: 10,019 shares; 2026Q2: 9,931 shares 9,931 $2.2M 0.83% -88 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: 26,100 shares; 2024Q4: 25,223 shares; 2025Q1: 27,204 shares; 2025Q2: not reported; 2025Q3: 27,091 shares; 2025Q4: 26,295 shares; 2026Q1: 26,875 shares; 2026Q2: 26,942 shares 26,942 $2.08M 0.78% +67 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,378 shares; 2024Q4: 15,402 shares; 2025Q1: 18,818 shares; 2025Q2: not reported; 2025Q3: 18,593 shares; 2025Q4: 17,633 shares; 2026Q1: 17,823 shares; 2026Q2: 17,818 shares 17,818 $1.76M 0.66% -5 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: 4,984 shares; 2024Q4: 4,916 shares; 2025Q1: 4,616 shares; 2025Q2: not reported; 2025Q3: 4,616 shares; 2025Q4: 4,561 shares; 2026Q1: 4,462 shares; 2026Q2: 4,406 shares 4,406 $1.74M 0.65% -56 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,540 shares; 2024Q4: 52,793 shares; 2025Q1: 39,286 shares; 2025Q2: not reported; 2025Q3: 39,458 shares; 2025Q4: 38,575 shares; 2026Q1: 37,008 shares; 2026Q2: 30,942 shares 30,942 $1.58M 0.59% -6,066 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: 6,927 shares; 2024Q4: 6,890 shares; 2025Q1: 7,063 shares; 2025Q2: not reported; 2025Q3: 6,797 shares; 2025Q4: 6,808 shares; 2026Q1: 6,814 shares; 2026Q2: 6,684 shares 6,684 $1.46M 0.55% -130 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,529 shares; 2024Q4: 3,461 shares; 2025Q1: 3,461 shares; 2025Q2: not reported; 2025Q3: 3,443 shares; 2025Q4: 3,408 shares; 2026Q1: 3,366 shares; 2026Q2: 3,319 shares 3,319 $1.36M 0.51% -47 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: 56,194 shares; 2024Q4: 57,761 shares; 2025Q1: 57,992 shares; 2025Q2: not reported; 2025Q3: 57,479 shares; 2025Q4: 52,616 shares; 2026Q1: 52,633 shares; 2026Q2: 51,213 shares 51,213 $1.34M 0.5% -1,420 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: 6,137 shares; 2024Q4: 5,912 shares; 2025Q1: 5,673 shares; 2025Q2: not reported; 2025Q3: 5,398 shares; 2025Q4: 5,399 shares; 2026Q1: 5,399 shares; 2026Q2: 5,399 shares 5,399 $1.31M 0.49% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,345 shares; 2026Q1: 11,264 shares; 2026Q2: 13,670 shares 13,670 $1.22M 0.46% +2,406 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $1.14M 0.43% 0 Timeline AVMA 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: 13,162 shares; 2024Q4: 14,443 shares; 2025Q1: 15,737 shares; 2025Q2: 9,725 shares; 2025Q3: 15,047 shares; 2025Q4: 14,757 shares; 2026Q1: 15,414 shares; 2026Q2: 15,652 shares 15,652 $1.14M 0.43% +238 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: 3,900 shares; 2024Q4: 3,930 shares; 2025Q1: 3,971 shares; 2025Q2: 931 shares; 2025Q3: 3,808 shares; 2025Q4: 3,810 shares; 2026Q1: 3,326 shares; 2026Q2: 3,442 shares 3,442 $1.13M 0.42% +116 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL 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: 21,312 shares; 2026Q2: 21,312 shares 21,312 $1.12M 0.42% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,653 shares; 2024Q4: 6,181 shares; 2025Q1: 9,794 shares; 2025Q2: not reported; 2025Q3: 10,475 shares; 2025Q4: 10,522 shares; 2026Q1: 10,950 shares; 2026Q2: 10,800 shares 10,800 $923K 0.35% -150 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,940 shares; 2024Q4: 3,038 shares; 2025Q1: 3,793 shares; 2025Q2: not reported; 2025Q3: 6,650 shares; 2025Q4: 6,896 shares; 2026Q1: 8,227 shares; 2026Q2: 8,944 shares 8,944 $886K 0.33% +717 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: 3,495 shares; 2024Q4: 3,158 shares; 2025Q1: 3,632 shares; 2025Q2: not reported; 2025Q3: 3,560 shares; 2025Q4: 3,422 shares; 2026Q1: 2,922 shares; 2026Q2: 2,875 shares 2,875 $864K 0.33% -47 Timeline SPMD 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: 12,747 shares; 2025Q4: 12,747 shares; 2026Q1: 12,747 shares; 2026Q2: 12,747 shares 12,747 $861K 0.32% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,815 shares; 2024Q4: 18,635 shares; 2025Q1: 18,446 shares; 2025Q2: not reported; 2025Q3: 17,353 shares; 2025Q4: 17,353 shares; 2026Q1: 16,710 shares; 2026Q2: 16,390 shares 16,390 $789K 0.3% -320 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: 1,970 shares; 2024Q4: 1,772 shares; 2025Q1: 1,563 shares; 2025Q2: not reported; 2025Q3: 1,690 shares; 2025Q4: 1,564 shares; 2026Q1: 1,564 shares; 2026Q2: 6,262 shares 6,262 $778K 0.29% +4,698 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 28,500 shares 28,500 $752K 0.28% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,875 shares; 2024Q4: 31,857 shares; 2025Q1: 31,709 shares; 2025Q2: not reported; 2025Q3: 30,283 shares; 2025Q4: 28,787 shares; 2026Q1: 22,445 shares; 2026Q2: 20,419 shares 20,419 $740K 0.28% -2,026 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: 7,182 shares; 2024Q4: 6,761 shares; 2025Q1: 6,761 shares; 2025Q2: not reported; 2025Q3: 6,758 shares; 2025Q4: 6,548 shares; 2026Q1: 6,350 shares; 2026Q2: 6,206 shares 6,206 $739K 0.28% -144 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 reported; 2024Q4: 1,648 shares; 2025Q1: 1,864 shares; 2025Q2: 1,895 shares; 2025Q3: 4,035 shares; 2025Q4: 3,755 shares; 2026Q1: 3,519 shares; 2026Q2: 3,589 shares 3,589 $718K 0.27% +70 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,800 shares; 2025Q2: not reported; 2025Q3: 4,789 shares; 2025Q4: 11,385 shares; 2026Q1: 12,897 shares; 2026Q2: 12,991 shares 12,991 $678K 0.26% +94 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: 13,672 shares; 2024Q4: 13,532 shares; 2025Q1: 13,532 shares; 2025Q2: not reported; 2025Q3: 13,451 shares; 2025Q4: 10,880 shares; 2026Q1: 10,880 shares; 2026Q2: 10,880 shares 10,880 $674K 0.25% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: not reported; 2025Q3: 1,515 shares; 2025Q4: 1,515 shares; 2026Q1: 1,515 shares; 2026Q2: 1,515 shares 1,515 $646K 0.24% 0 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: 3,439 shares; 2024Q4: 3,289 shares; 2025Q1: 3,144 shares; 2025Q2: not reported; 2025Q3: 3,075 shares; 2025Q4: 3,076 shares; 2026Q1: 2,276 shares; 2026Q2: 2,333 shares 2,333 $593K 0.22% +57 Timeline UBCP UNITED BANCORP INC OHIO More: the full row for UNITED BANCORP INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,516 shares; 2024Q4: 36,516 shares; 2025Q1: 37,226 shares; 2025Q2: not reported; 2025Q3: 37,429 shares; 2025Q4: 35,658 shares; 2026Q1: 36,329 shares; 2026Q2: 36,392 shares 36,392 $578K 0.22% +63 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,110 shares; 2026Q2: 5,910 shares 5,910 $570K 0.21% +800 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: 6,725 shares; 2024Q4: 5,830 shares; 2025Q1: 6,529 shares; 2025Q2: not reported; 2025Q3: 6,141 shares; 2025Q4: 5,469 shares; 2026Q1: 4,699 shares; 2026Q2: 4,699 shares 4,699 $559K 0.21% 0 Timeline SPSM 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: 9,455 shares; 2024Q4: 9,455 shares; 2025Q1: 9,455 shares; 2025Q2: not reported; 2025Q3: 9,801 shares; 2025Q4: 9,803 shares; 2026Q1: 9,804 shares; 2026Q2: 9,667 shares 9,667 $558K 0.21% -137 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,990 shares; 2024Q4: 20,970 shares; 2025Q1: 19,848 shares; 2025Q2: not reported; 2025Q3: 19,451 shares; 2025Q4: 18,240 shares; 2026Q1: 17,886 shares; 2026Q2: 15,854 shares 15,854 $552K 0.21% -2,032 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: 8,604 shares; 2024Q4: 8,604 shares; 2025Q1: 8,604 shares; 2025Q2: not reported; 2025Q3: 8,308 shares; 2025Q4: 8,062 shares; 2026Q1: 7,977 shares; 2026Q2: 7,780 shares 7,780 $532K 0.2% -197 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,773 shares; 2024Q4: 9,773 shares; 2025Q1: 9,773 shares; 2025Q2: not reported; 2025Q3: 7,311 shares; 2025Q4: 7,311 shares; 2026Q1: 7,311 shares; 2026Q2: 7,311 shares 7,311 $529K 0.2% 0 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: 844 shares; 2024Q4: 844 shares; 2025Q1: 993 shares; 2025Q2: not reported; 2025Q3: 993 shares; 2025Q4: 989 shares; 2026Q1: 972 shares; 2026Q2: 6,123 shares 6,123 $527K 0.2% +5,151 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: 682 shares; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: not reported; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 726 shares; 2026Q2: 755 shares 755 $518K 0.2% +29 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: 7,321 shares; 2024Q4: 7,154 shares; 2025Q1: 8,589 shares; 2025Q2: 4,209 shares; 2025Q3: 8,442 shares; 2025Q4: 8,486 shares; 2026Q1: 8,516 shares; 2026Q2: 8,519 shares 8,519 $508K 0.19% +3 Timeline SPTM 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: 5,819 shares; 2024Q4: 5,698 shares; 2025Q1: 5,626 shares; 2025Q2: not reported; 2025Q3: 5,431 shares; 2025Q4: 5,431 shares; 2026Q1: 5,431 shares; 2026Q2: 5,344 shares 5,344 $485K 0.18% -87 Timeline IOO 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: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $478K 0.18% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,903 shares; 2024Q4: 1,903 shares; 2025Q1: 1,932 shares; 2025Q2: not reported; 2025Q3: 2,403 shares; 2025Q4: 2,406 shares; 2026Q1: 2,441 shares; 2026Q2: 3,472 shares 3,472 $475K 0.18% +1,031 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: 4,535 shares; 2024Q4: 4,535 shares; 2025Q1: 4,394 shares; 2025Q2: not reported; 2025Q3: 4,444 shares; 2025Q4: 4,338 shares; 2026Q1: 4,338 shares; 2026Q2: 4,531 shares 4,531 $471K 0.18% +193 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 1,831 shares; 2025Q2: not reported; 2025Q3: 2,787 shares; 2025Q4: 2,770 shares; 2026Q1: 2,772 shares; 2026Q2: 2,773 shares 2,773 $460K 0.17% +1 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224 $446K 0.17% 0 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,350 shares; 2024Q4: 10,245 shares; 2025Q1: 10,245 shares; 2025Q2: not reported; 2025Q3: 9,598 shares; 2025Q4: 9,430 shares; 2026Q1: 9,430 shares; 2026Q2: 9,364 shares 9,364 $441K 0.17% -66 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $437K 0.16% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,022 shares; 2024Q4: 1,972 shares; 2025Q1: 1,972 shares; 2025Q2: not reported; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares; 2026Q1: 1,372 shares; 2026Q2: 1,372 shares 1,372 $432K 0.16% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,456 shares; 2024Q4: 10,912 shares; 2025Q1: 12,032 shares; 2025Q2: not reported; 2025Q3: 11,708 shares; 2025Q4: 11,708 shares; 2026Q1: 11,708 shares; 2026Q2: 11,708 shares 11,708 $423K 0.16% 0 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,523 shares; 2024Q4: 5,223 shares; 2025Q1: 5,223 shares; 2025Q2: not reported; 2025Q3: 5,823 shares; 2025Q4: 5,823 shares; 2026Q1: 5,834 shares; 2026Q2: 4,450 shares 4,450 $420K 0.16% -1,384 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,647 shares; 2024Q4: 1,647 shares; 2025Q1: 1,663 shares; 2025Q2: not reported; 2025Q3: 1,870 shares; 2025Q4: 1,647 shares; 2026Q1: 1,647 shares; 2026Q2: 1,647 shares 1,647 $414K 0.16% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,125 shares; 2025Q2: not reported; 2025Q3: 1,152 shares; 2025Q4: 1,096 shares; 2026Q1: 1,095 shares; 2026Q2: 1,095 shares 1,095 $409K 0.15% 0 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: 3,261 shares; 2024Q4: 3,261 shares; 2025Q1: 3,261 shares; 2025Q2: not reported; 2025Q3: 2,661 shares; 2025Q4: 2,661 shares; 2026Q1: 2,061 shares; 2026Q2: 2,061 shares 2,061 $403K 0.15% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,585 shares; 2024Q4: 2,612 shares; 2025Q1: 2,538 shares; 2025Q2: not reported; 2025Q3: 2,872 shares; 2025Q4: 2,833 shares; 2026Q1: 1,711 shares; 2026Q2: 1,670 shares 1,670 $398K 0.15% -41 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: 6,641 shares; 2024Q4: 6,601 shares; 2025Q1: 6,511 shares; 2025Q2: not reported; 2025Q3: 6,482 shares; 2025Q4: 6,354 shares; 2026Q1: 6,354 shares; 2026Q2: 6,354 shares 6,354 $386K 0.15% 0 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: 3,425 shares; 2025Q2: not reported; 2025Q3: 3,425 shares; 2025Q4: 3,425 shares; 2026Q1: 3,425 shares; 2026Q2: 3,425 shares 3,425 $358K 0.13% 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 507 shares; 2025Q2: not reported; 2025Q3: 503 shares; 2025Q4: 5,030 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $357K 0.13% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 424 shares; 2025Q1: 427 shares; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 371 shares; 2026Q1: 359 shares; 2026Q2: 378 shares 378 $354K 0.13% +19 Timeline AVGV 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: 5,143 shares; 2024Q4: 5,176 shares; 2025Q1: 4,583 shares; 2025Q2: not reported; 2025Q3: 4,879 shares; 2025Q4: 4,904 shares; 2026Q1: 4,338 shares; 2026Q2: 4,147 shares 4,147 $353K 0.13% -191 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,710 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: not reported; 2025Q3: 2,710 shares; 2025Q4: 2,710 shares; 2026Q1: 2,710 shares; 2026Q2: 2,710 shares 2,710 $344K 0.13% 0 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: 7,484 shares; 2024Q4: 7,484 shares; 2025Q1: 7,484 shares; 2025Q2: not reported; 2025Q3: 6,644 shares; 2025Q4: 6,644 shares; 2026Q1: 6,644 shares; 2026Q2: 6,644 shares 6,644 $343K 0.13% 0 Timeline VPU 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: 1,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,150 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $343K 0.13% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,371 shares; 2024Q4: 4,250 shares; 2025Q1: 4,857 shares; 2025Q2: not reported; 2025Q3: 4,804 shares; 2025Q4: 3,854 shares; 2026Q1: 3,253 shares; 2026Q2: 3,501 shares 3,501 $338K 0.13% +248 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 284 shares 284 $334K 0.13% +9 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,171 shares; 2024Q4: 5,571 shares; 2025Q1: 10,571 shares; 2025Q2: not reported; 2025Q3: 10,469 shares; 2025Q4: 10,469 shares; 2026Q1: 10,071 shares; 2026Q2: 6,571 shares 6,571 $333K 0.13% -3,500 Timeline IJT 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: 1,823 shares; 2025Q2: not reported; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares; 2026Q1: 1,824 shares; 2026Q2: 1,824 shares 1,824 $326K 0.12% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 959 shares; 2024Q4: 1,014 shares; 2025Q1: 944 shares; 2025Q2: not reported; 2025Q3: 960 shares; 2025Q4: 902 shares; 2026Q1: 871 shares; 2026Q2: 868 shares 868 $324K 0.12% -3 Timeline GDX 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 reported; 2024Q4: not reported; 2025Q1: 4,450 shares; 2025Q2: not reported; 2025Q3: 4,450 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,275 shares 4,275 $323K 0.12% +275 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 3,000 shares; 2026Q2: 3,000 shares 3,000 $310K 0.12% 0 Timeline SHYM 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: 15,250 shares; 2025Q4: 15,250 shares; 2026Q1: 13,756 shares; 2026Q2: 13,756 shares 13,756 $309K 0.12% 0 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,550 shares; 2026Q1: 7,550 shares; 2026Q2: 8,800 shares 8,800 $304K 0.11% +1,250 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: 5,350 shares; 2024Q4: 5,350 shares; 2025Q1: 5,350 shares; 2025Q2: not reported; 2025Q3: 5,350 shares; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares; 2026Q2: 5,350 shares 5,350 $294K 0.11% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $284K 0.11% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,408 shares; 2026Q2: 8,171 shares 8,171 $280K 0.11% +763 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,492 shares; 2024Q4: 2,492 shares; 2025Q1: 2,492 shares; 2025Q2: not reported; 2025Q3: 2,492 shares; 2025Q4: 2,492 shares; 2026Q1: 2,492 shares; 2026Q2: 2,507 shares 2,507 $277K 0.1% +15 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares; 2026Q1: 2,020 shares; 2026Q2: 2,020 shares 2,020 $276K 0.1% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,014 shares; 2025Q4: 1,164 shares; 2026Q1: 1,164 shares; 2026Q2: 1,164 shares 1,164 $275K 0.1% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 877 shares; 2025Q4: 784 shares; 2026Q1: 784 shares; 2026Q2: 769 shares 769 $275K 0.1% -15 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: 1,042 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: not reported; 2025Q3: 1,042 shares; 2025Q4: 873 shares; 2026Q1: 873 shares; 2026Q2: 873 shares 873 $275K 0.1% 0 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $274K 0.1% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,123 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,425 shares 9,425 $273K 0.1% +425 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,561 shares; 2024Q4: 20,561 shares; 2025Q1: 20,374 shares; 2025Q2: not reported; 2025Q3: 20,374 shares; 2025Q4: 20,374 shares; 2026Q1: 8,068 shares; 2026Q2: 8,068 shares 8,068 $256K 0.1% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,700 shares; 2025Q1: 7,878 shares; 2025Q2: not reported; 2025Q3: 7,802 shares; 2025Q4: 7,802 shares; 2026Q1: 7,982 shares; 2026Q2: 8,000 shares 8,000 $256K 0.1% +18 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: 7,157 shares; 2024Q4: 7,157 shares; 2025Q1: 7,412 shares; 2025Q2: not reported; 2025Q3: 5,254 shares; 2025Q4: 5,254 shares; 2026Q1: 5,254 shares; 2026Q2: 4,924 shares 4,924 $255K 0.1% -330 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,808 shares; 2025Q1: 3,266 shares; 2025Q2: not reported; 2025Q3: 3,066 shares; 2025Q4: 3,066 shares; 2026Q1: 3,403 shares; 2026Q2: 3,403 shares 3,403 $250K 0.09% 0 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: 13,362 shares; 2024Q4: 11,915 shares; 2025Q1: 9,643 shares; 2025Q2: not reported; 2025Q3: 9,645 shares; 2025Q4: 9,646 shares; 2026Q1: 6,147 shares; 2026Q2: 6,040 shares 6,040 $249K 0.09% -107 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $249K 0.09% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,860 shares; 2025Q4: 1,860 shares; 2026Q1: 1,860 shares; 2026Q2: 1,860 shares 1,860 $246K 0.09% 0 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,975 shares; 2026Q1: 4,975 shares; 2026Q2: 4,975 shares 4,975 $244K 0.09% 0 Timeline IFRA 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: 3,670 shares; 2026Q2: 3,670 shares 3,670 $231K 0.09% 0 Timeline VTWO 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: 2,404 shares; 2024Q4: 2,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,904 shares 1,904 $231K 0.09% new Timeline VSGX 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: 2,789 shares; 2026Q2: 2,789 shares 2,789 $230K 0.09% 0 Timeline PFF 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: 7,294 shares; 2026Q2: 7,294 shares 7,294 $222K 0.08% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,304 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,225 shares 7,225 $213K 0.08% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,725 shares; 2025Q2: not reported; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,725 shares; 2026Q2: 2,725 shares 2,725 $210K 0.08% 0 Timeline XMAG TIDAL TRUST II More: the full row for TIDAL 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: 8,000 shares 8,000 $209K 0.08% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,084 shares 1,084 $207K 0.08% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,999 shares 1,999 $206K 0.08% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,298 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,092 shares 3,092 $205K 0.08% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $205K 0.08% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,143 shares; 2024Q4: 911 shares; 2025Q1: 926 shares; 2025Q2: 900 shares; 2025Q3: 1,011 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares; 2026Q2: 1,304 shares 1,304 $204K 0.08% 0 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: 1,501 shares; 2024Q4: 1,401 shares; 2025Q1: 1,335 shares; 2025Q2: not reported; 2025Q3: 1,939 shares; 2025Q4: 1,883 shares; 2026Q1: not reported; 2026Q2: 1,383 shares 1,383 $203K 0.08% new 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: 518 shares; 2024Q4: 530 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 578 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 571 shares 571 $201K 0.08% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA 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: 11,500 shares; 2026Q2: 11,500 shares 11,500 $159K 0.06% 0 Timeline