VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,149,859 shares; 2024Q4: 1,135,632 shares; 2025Q1: 1,131,593 shares; 2025Q2: 1,114,265 shares; 2025Q3: 1,110,782 shares; 2025Q4: 1,108,737 shares; 2026Q1: 1,117,965 shares; 2026Q2: 1,140,030 shares 1,140,030 $422M 37.01% +22,065 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: 813,659 shares; 2024Q4: 800,176 shares; 2025Q1: 796,525 shares; 2025Q2: 781,419 shares; 2025Q3: 780,311 shares; 2025Q4: 773,840 shares; 2026Q1: 763,114 shares; 2026Q2: 753,032 shares 753,032 $164M 14.4% -10,082 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: 1,208,202 shares; 2024Q4: 1,244,457 shares; 2025Q1: 1,284,432 shares; 2025Q2: 1,267,394 shares; 2025Q3: 1,304,029 shares; 2025Q4: 1,401,156 shares; 2026Q1: 1,448,406 shares; 2026Q2: 1,506,976 shares 1,506,976 $145M 12.75% +58,570 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: 223,608 shares; 2024Q4: 215,058 shares; 2025Q1: 210,135 shares; 2025Q2: 206,957 shares; 2025Q3: 202,753 shares; 2025Q4: 194,217 shares; 2026Q1: 191,279 shares; 2026Q2: 1,118,890 shares 1,118,890 $96.4M 8.45% +927,611 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: 277,080 shares; 2024Q4: 273,394 shares; 2025Q1: 272,712 shares; 2025Q2: 265,630 shares; 2025Q3: 265,208 shares; 2025Q4: 263,086 shares; 2026Q1: 260,102 shares; 2026Q2: 255,406 shares 255,406 $77.4M 6.79% -4,696 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: 187,058 shares; 2024Q4: 530,657 shares; 2025Q1: 522,699 shares; 2025Q2: 888,459 shares; 2025Q3: 818,964 shares; 2025Q4: 804,988 shares; 2026Q1: 799,554 shares; 2026Q2: 765,430 shares 765,430 $22.2M 1.94% -34,124 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: 37,138 shares; 2024Q4: 37,689 shares; 2025Q1: 37,211 shares; 2025Q2: 45,938 shares; 2025Q3: 47,019 shares; 2025Q4: 47,473 shares; 2026Q1: 50,614 shares; 2026Q2: 50,214 shares 50,214 $14.5M 1.27% -400 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: 29,281 shares; 2024Q4: 29,040 shares; 2025Q1: 27,520 shares; 2025Q2: 28,399 shares; 2025Q3: 29,889 shares; 2025Q4: 31,309 shares; 2026Q1: 32,480 shares; 2026Q2: 36,772 shares 36,772 $13.7M 1.2% +4,292 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: 9,271 shares; 2024Q4: 9,527 shares; 2025Q1: 9,443 shares; 2025Q2: 9,443 shares; 2025Q3: 9,820 shares; 2025Q4: 10,636 shares; 2026Q1: 13,035 shares; 2026Q2: 12,342 shares 12,342 $8.48M 0.74% -693 Timeline SCHH 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: 160,896 shares; 2024Q4: 157,234 shares; 2025Q1: 156,895 shares; 2025Q2: 337,166 shares; 2025Q3: 336,879 shares; 2025Q4: 350,108 shares; 2026Q1: 345,641 shares; 2026Q2: 349,509 shares 349,509 $8.28M 0.73% +3,868 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 reported; 2024Q4: 8,629 shares; 2025Q1: 37,498 shares; 2025Q2: 160,591 shares; 2025Q3: 162,088 shares; 2025Q4: 164,271 shares; 2026Q1: 181,694 shares; 2026Q2: 203,209 shares 203,209 $7.57M 0.66% +21,515 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: 9,940 shares; 2024Q4: 9,839 shares; 2025Q1: 9,160 shares; 2025Q2: 9,104 shares; 2025Q3: 8,885 shares; 2025Q4: 9,348 shares; 2026Q1: 9,254 shares; 2026Q2: 9,229 shares 9,229 $6.89M 0.6% -25 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: 9,491 shares; 2024Q4: 20,568 shares; 2025Q1: 19,794 shares; 2025Q2: 35,681 shares; 2025Q3: 34,980 shares; 2025Q4: 32,142 shares; 2026Q1: 34,651 shares; 2026Q2: 33,656 shares 33,656 $6.73M 0.59% -995 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,333 shares; 2024Q4: 19,338 shares; 2025Q1: 19,332 shares; 2025Q2: 19,344 shares; 2025Q3: 19,364 shares; 2025Q4: 19,379 shares; 2026Q1: 19,409 shares; 2026Q2: 19,400 shares 19,400 $6.11M 0.54% -9 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,709 shares; 2024Q4: 7,426 shares; 2025Q1: 7,429 shares; 2025Q2: 8,718 shares; 2025Q3: 7,645 shares; 2025Q4: 11,689 shares; 2026Q1: 11,562 shares; 2026Q2: 45,973 shares 45,973 $5.71M 0.5% +34,411 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: 22,766 shares; 2024Q4: 23,906 shares; 2025Q1: 37,371 shares; 2025Q2: 118,726 shares; 2025Q3: 119,789 shares; 2025Q4: 113,878 shares; 2026Q1: 115,934 shares; 2026Q2: 122,904 shares 122,904 $4.99M 0.44% +6,970 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,745 shares; 2024Q4: 129,190 shares; 2025Q1: 119,151 shares; 2025Q2: 130,529 shares; 2025Q3: 104,050 shares; 2025Q4: 94,976 shares; 2026Q1: 98,397 shares; 2026Q2: 109,727 shares 109,727 $4.87M 0.43% +11,330 Timeline VNQI 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: 51,119 shares; 2024Q4: 70,322 shares; 2025Q1: 57,681 shares; 2025Q2: 103,778 shares; 2025Q3: 97,082 shares; 2025Q4: 95,534 shares; 2026Q1: 95,253 shares; 2026Q2: 95,755 shares 95,755 $4.29M 0.38% +502 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: 10,689 shares; 2024Q4: 10,991 shares; 2025Q1: 10,513 shares; 2025Q2: 11,065 shares; 2025Q3: 12,915 shares; 2025Q4: 13,780 shares; 2026Q1: 16,761 shares; 2026Q2: 17,617 shares 17,617 $4.2M 0.37% +856 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: 3,889 shares; 2024Q4: 3,457 shares; 2025Q1: 3,472 shares; 2025Q2: 4,226 shares; 2025Q3: 7,245 shares; 2025Q4: 8,891 shares; 2026Q1: 10,974 shares; 2026Q2: 11,274 shares 11,274 $4.03M 0.35% +300 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: 6,706 shares; 2024Q4: 6,628 shares; 2025Q1: 6,173 shares; 2025Q2: 5,453 shares; 2025Q3: 5,413 shares; 2025Q4: 5,606 shares; 2026Q1: 5,676 shares; 2026Q2: 7,138 shares 7,138 $3.57M +1,462 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,061 shares; 2024Q4: 35,445 shares; 2025Q1: 35,220 shares; 2025Q2: 35,275 shares; 2025Q3: 35,341 shares; 2025Q4: 34,498 shares; 2026Q1: 33,127 shares; 2026Q2: 29,201 shares 29,201 $2.98M 0.26% -3,926 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,302 shares; 2026Q1: 3,490 shares; 2026Q2: 2,251 shares 2,251 $2.6M 0.23% -1,239 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: 2,638 shares; 2024Q4: 2,882 shares; 2025Q1: 2,847 shares; 2025Q2: 2,861 shares; 2025Q3: 2,924 shares; 2025Q4: 2,779 shares; 2026Q1: 2,965 shares; 2026Q2: 2,769 shares 2,769 $2.59M 0.23% -196 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: 3,201 shares; 2024Q4: 3,406 shares; 2025Q1: 3,625 shares; 2025Q2: 4,032 shares; 2025Q3: 4,313 shares; 2025Q4: 6,354 shares; 2026Q1: 7,537 shares; 2026Q2: 7,589 shares 7,589 $2.48M 0.22% +52 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,983 shares; 2024Q4: 6,016 shares; 2025Q1: 5,323 shares; 2025Q2: 5,474 shares; 2025Q3: 5,635 shares; 2025Q4: 6,180 shares; 2026Q1: 6,534 shares; 2026Q2: 6,850 shares 6,850 $2.42M 0.21% +316 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: 2,445 shares; 2024Q4: 2,420 shares; 2025Q1: 2,420 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares; 2025Q4: 6,026 shares; 2026Q1: 5,779 shares; 2026Q2: 5,779 shares 5,779 $2.37M 0.21% 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: 8,307 shares; 2024Q4: 16,295 shares; 2025Q1: 15,265 shares; 2025Q2: 64,574 shares; 2025Q3: 64,350 shares; 2025Q4: 66,120 shares; 2026Q1: 63,804 shares; 2026Q2: 63,743 shares 63,743 $2.3M 0.2% -61 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,176 shares; 2024Q4: 36,382 shares; 2025Q1: 27,988 shares; 2025Q2: 74,259 shares; 2025Q3: 75,176 shares; 2025Q4: 75,452 shares; 2026Q1: 65,333 shares; 2026Q2: 65,304 shares 65,304 $2.29M 0.2% -29 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,607 shares; 2024Q4: 7,607 shares; 2025Q1: 7,607 shares; 2025Q2: 10,604 shares; 2025Q3: 7,847 shares; 2025Q4: 9,479 shares; 2026Q1: 9,479 shares; 2026Q2: 9,239 shares 9,239 $2.24M 0.2% -240 Timeline DFSU 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: 45,256 shares; 2025Q3: 47,558 shares; 2025Q4: 48,157 shares; 2026Q1: 49,004 shares; 2026Q2: 46,616 shares 46,616 $2.17M 0.19% -2,388 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: 20,697 shares; 2024Q4: 20,697 shares; 2025Q1: 19,836 shares; 2025Q2: 22,984 shares; 2025Q3: 14,855 shares; 2025Q4: 14,782 shares; 2026Q1: 15,134 shares; 2026Q2: 15,456 shares 15,456 $2.16M 0.19% +322 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: 1,668 shares; 2024Q4: 1,710 shares; 2025Q1: 1,797 shares; 2025Q2: 2,258 shares; 2025Q3: 2,072 shares; 2025Q4: 3,948 shares; 2026Q1: 2,882 shares; 2026Q2: 2,696 shares 2,696 $1.99M 0.17% -186 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,420 shares; 2024Q4: 13,680 shares; 2025Q1: 12,360 shares; 2025Q2: 12,077 shares; 2025Q3: 11,757 shares; 2025Q4: 11,756 shares; 2026Q1: 11,165 shares; 2026Q2: 55,716 shares 55,716 $1.89M 0.17% +44,551 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,768 shares; 2025Q1: 6,768 shares; 2025Q2: 9,774 shares; 2025Q3: 17,001 shares; 2025Q4: 19,947 shares; 2026Q1: 18,816 shares; 2026Q2: 18,671 shares 18,671 $1.8M 0.16% -145 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: 26,780 shares; 2024Q4: 26,780 shares; 2025Q1: 25,828 shares; 2025Q2: 25,060 shares; 2025Q3: 23,174 shares; 2025Q4: 22,589 shares; 2026Q1: 22,258 shares; 2026Q2: 21,634 shares 21,634 $1.78M 0.16% -624 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 reported; 2024Q4: 1,153 shares; 2025Q1: not reported; 2025Q2: 1,432 shares; 2025Q3: not reported; 2025Q4: 2,846 shares; 2026Q1: 3,834 shares; 2026Q2: 4,471 shares 4,471 $1.69M 0.15% +637 Timeline AVSU 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: 21,451 shares; 2024Q4: 21,451 shares; 2025Q1: 19,564 shares; 2025Q2: 19,540 shares; 2025Q3: 18,216 shares; 2025Q4: 18,216 shares; 2026Q1: 18,216 shares; 2026Q2: 18,191 shares 18,191 $1.61M 0.14% -25 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: 2,966 shares; 2024Q4: 2,901 shares; 2025Q1: 2,510 shares; 2025Q2: 2,463 shares; 2025Q3: 2,390 shares; 2025Q4: 2,507 shares; 2026Q1: 2,368 shares; 2026Q2: 2,135 shares 2,135 $1.6M 0.14% -233 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: 8,779 shares; 2024Q4: 6,251 shares; 2025Q1: 5,110 shares; 2025Q2: 9,470 shares; 2025Q3: 9,470 shares; 2025Q4: 17,224 shares; 2026Q1: 23,741 shares; 2026Q2: 22,304 shares 22,304 $1.59M 0.14% -1,437 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: 4,026 shares; 2024Q4: 3,822 shares; 2025Q1: 3,822 shares; 2025Q2: 3,822 shares; 2025Q3: 3,822 shares; 2025Q4: 3,822 shares; 2026Q1: 3,690 shares; 2026Q2: 3,690 shares 3,690 $1.57M 0.14% 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: 4,987 shares; 2024Q4: 5,097 shares; 2025Q1: 5,171 shares; 2025Q2: 5,373 shares; 2025Q3: 5,553 shares; 2025Q4: 5,954 shares; 2026Q1: 5,964 shares; 2026Q2: 5,975 shares 5,975 $1.52M 0.13% +11 Timeline DXUV 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: 5,675 shares; 2025Q3: 9,262 shares; 2025Q4: 12,639 shares; 2026Q1: 17,363 shares; 2026Q2: 22,023 shares 22,023 $1.46M 0.13% +4,660 Timeline AVEE 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: 26,840 shares; 2025Q3: 24,752 shares; 2025Q4: 22,944 shares; 2026Q1: 20,068 shares; 2026Q2: 19,926 shares 19,926 $1.38M 0.12% -142 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: 5,674 shares; 2024Q4: 6,076 shares; 2025Q1: 6,315 shares; 2025Q2: 7,192 shares; 2025Q3: 6,825 shares; 2025Q4: 7,090 shares; 2026Q1: 7,888 shares; 2026Q2: 8,733 shares 8,733 $1.37M 0.12% +845 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,787 shares; 2024Q4: 5,426 shares; 2025Q1: 5,426 shares; 2025Q2: 5,426 shares; 2025Q3: 5,108 shares; 2025Q4: 4,797 shares; 2026Q1: 4,765 shares; 2026Q2: 3,954 shares 3,954 $1.36M 0.12% -811 Timeline SBKO SUMMIT BK GROUP INC More: the full row for SUMMIT BK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,579 shares; 2024Q4: 60,579 shares; 2025Q1: 60,579 shares; 2025Q2: 60,579 shares; 2025Q3: 60,579 shares; 2025Q4: 60,579 shares; 2026Q1: 60,579 shares; 2026Q2: 60,579 shares 60,579 $1.36M 0.12% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,777 shares; 2024Q4: 3,777 shares; 2025Q1: 3,777 shares; 2025Q2: 3,777 shares; 2025Q3: 3,777 shares; 2025Q4: 3,930 shares; 2026Q1: 4,340 shares; 2026Q2: 4,340 shares 4,340 $1.3M 0.11% 0 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: 5,506 shares; 2024Q4: 4,956 shares; 2025Q1: 4,956 shares; 2025Q2: 5,862 shares; 2025Q3: 9,638 shares; 2025Q4: 9,565 shares; 2026Q1: 9,150 shares; 2026Q2: 8,604 shares 8,604 $1.28M 0.11% -546 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,812 shares; 2024Q4: 19,522 shares; 2025Q1: 19,225 shares; 2025Q2: 27,821 shares; 2025Q3: 27,681 shares; 2025Q4: 28,431 shares; 2026Q1: 28,948 shares; 2026Q2: 28,123 shares 28,123 $1.15M 0.1% -825 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: 1,719 shares; 2024Q4: 1,576 shares; 2025Q1: 617 shares; 2025Q2: 705 shares; 2025Q3: 820 shares; 2025Q4: 958 shares; 2026Q1: 883 shares; 2026Q2: 956 shares 956 $1.15M 0.1% +73 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,889 shares; 2024Q4: 1,869 shares; 2025Q1: 1,874 shares; 2025Q2: 2,397 shares; 2025Q3: 2,231 shares; 2025Q4: 3,486 shares; 2026Q1: 4,190 shares; 2026Q2: 4,047 shares 4,047 $1.14M 0.1% -143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,306 shares; 2025Q4: 9,937 shares; 2026Q1: 9,886 shares; 2026Q2: 9,886 shares 9,886 $1.09M 0.1% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES 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: 11,762 shares; 2025Q4: 11,762 shares; 2026Q1: 11,762 shares; 2026Q2: 11,762 shares 11,762 $1.06M 0.09% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,038 shares; 2024Q4: 4,993 shares; 2025Q1: 4,993 shares; 2025Q2: 4,993 shares; 2025Q3: 4,993 shares; 2025Q4: 4,993 shares; 2026Q1: 4,993 shares; 2026Q2: 4,993 shares 4,993 $999K 0.09% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 596 shares; 2024Q4: 1,072 shares; 2025Q1: 1,061 shares; 2025Q2: 1,075 shares; 2025Q3: 1,157 shares; 2025Q4: 1,257 shares; 2026Q1: 1,704 shares; 2026Q2: 1,740 shares 1,740 $980K 0.09% +36 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: 15,277 shares; 2024Q4: 16,461 shares; 2025Q1: 16,461 shares; 2025Q2: 16,467 shares; 2025Q3: 16,472 shares; 2025Q4: 16,476 shares; 2026Q1: 16,480 shares; 2026Q2: 17,612 shares 17,612 $969K 0.08% +1,132 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,568 shares; 2025Q4: 9,568 shares; 2026Q1: 9,568 shares; 2026Q2: 9,568 shares 9,568 $966K 0.08% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,242 shares; 2025Q1: 1,219 shares; 2025Q2: 1,228 shares; 2025Q3: 1,393 shares; 2025Q4: 1,254 shares; 2026Q1: 1,284 shares; 2026Q2: 1,320 shares 1,320 $941K 0.08% +36 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: 2,628 shares; 2024Q4: 5,443 shares; 2025Q1: 5,938 shares; 2025Q2: 4,606 shares; 2025Q3: 6,279 shares; 2025Q4: 5,523 shares; 2026Q1: 7,114 shares; 2026Q2: 5,613 shares 5,613 $930K 0.08% -1,501 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: 1,942 shares; 2024Q4: 1,969 shares; 2025Q1: 1,443 shares; 2025Q2: 1,652 shares; 2025Q3: 1,487 shares; 2025Q4: 1,846 shares; 2026Q1: 2,229 shares; 2026Q2: 2,201 shares 2,201 $926K 0.08% -28 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,760 shares 6,760 $924K 0.08% new Timeline PWBK PACIFIC WEST BANCORP More: the full row for PACIFIC WEST BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,207 shares; 2024Q4: 74,207 shares; 2025Q1: 74,207 shares; 2025Q2: 74,207 shares; 2025Q3: 74,207 shares; 2025Q4: 74,207 shares; 2026Q1: 74,207 shares; 2026Q2: 74,207 shares 74,207 $913K 0.08% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,069 shares; 2025Q4: 3,215 shares; 2026Q1: 3,367 shares; 2026Q2: 3,551 shares 3,551 $907K 0.08% +184 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,206 shares; 2025Q3: 23,021 shares; 2025Q4: 23,120 shares; 2026Q1: 23,021 shares; 2026Q2: 23,033 shares 23,033 $893K 0.08% +12 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,592 shares; 2024Q4: 2,600 shares; 2025Q1: 2,606 shares; 2025Q2: 2,629 shares; 2025Q3: 2,636 shares; 2025Q4: 2,646 shares; 2026Q1: 2,973 shares; 2026Q2: 3,009 shares 3,009 $882K 0.08% +36 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,792 shares; 2025Q1: 5,843 shares; 2025Q2: 7,798 shares; 2025Q3: 9,348 shares; 2025Q4: 9,915 shares; 2026Q1: 13,898 shares; 2026Q2: 14,882 shares 14,882 $878K 0.08% +984 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,952 shares 7,952 $878K 0.08% new Timeline DVYE 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: 26,957 shares; 2025Q4: 26,957 shares; 2026Q1: 26,957 shares; 2026Q2: 26,957 shares 26,957 $869K 0.08% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,641 shares; 2024Q4: 8,653 shares; 2025Q1: 8,666 shares; 2025Q2: 8,710 shares; 2025Q3: 8,724 shares; 2025Q4: 8,731 shares; 2026Q1: 8,792 shares; 2026Q2: 8,865 shares 8,865 $848K 0.07% +73 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 532 shares; 2025Q4: 951 shares; 2026Q1: 825 shares; 2026Q2: 712 shares 712 $758K 0.07% -113 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: 6,900 shares; 2024Q4: 7,545 shares; 2025Q1: 5,023 shares; 2025Q2: 7,176 shares; 2025Q3: 7,176 shares; 2025Q4: 9,771 shares; 2026Q1: 9,110 shares; 2026Q2: 8,939 shares 8,939 $741K 0.06% -171 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 reported; 2024Q4: 994 shares; 2025Q1: 924 shares; 2025Q2: 1,104 shares; 2025Q3: 1,332 shares; 2025Q4: 1,338 shares; 2026Q1: 2,265 shares; 2026Q2: 2,115 shares 2,115 $726K 0.06% -150 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,000 shares; 2024Q4: 18,430 shares; 2025Q1: 18,430 shares; 2025Q2: 18,310 shares; 2025Q3: 18,310 shares; 2025Q4: 19,887 shares; 2026Q1: 20,309 shares; 2026Q2: 20,082 shares 20,082 $711K 0.06% -227 Timeline SCHP 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: 4,141 shares; 2024Q4: 13,404 shares; 2025Q1: 13,021 shares; 2025Q2: 16,002 shares; 2025Q3: 18,581 shares; 2025Q4: 19,104 shares; 2026Q1: 20,063 shares; 2026Q2: 26,611 shares 26,611 $705K 0.06% +6,548 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,402 shares; 2024Q4: 33,390 shares; 2025Q1: 18,669 shares; 2025Q2: 23,230 shares; 2025Q3: 22,340 shares; 2025Q4: 41,657 shares; 2026Q1: 26,329 shares; 2026Q2: 24,989 shares 24,989 $692K 0.06% -1,340 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: 3,980 shares; 2024Q4: 4,284 shares; 2025Q1: 4,284 shares; 2025Q2: 4,284 shares; 2025Q3: 4,284 shares; 2025Q4: 5,441 shares; 2026Q1: 5,034 shares; 2026Q2: 5,034 shares 5,034 $688K 0.06% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,173 shares; 2025Q3: 3,151 shares; 2025Q4: 4,093 shares; 2026Q1: 6,333 shares; 2026Q2: 6,048 shares 6,048 $685K 0.06% -285 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376 shares; 2024Q4: 372 shares; 2025Q1: 373 shares; 2025Q2: 380 shares; 2025Q3: 726 shares; 2025Q4: 582 shares; 2026Q1: 718 shares; 2026Q2: 697 shares 697 $682K 0.06% -21 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,859 shares; 2024Q4: 8,379 shares; 2025Q1: 8,754 shares; 2025Q2: 8,812 shares; 2025Q3: 13,333 shares; 2025Q4: 11,916 shares; 2026Q1: 12,124 shares; 2026Q2: 11,610 shares 11,610 $662K 0.06% -514 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC 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: 1,397 shares; 2026Q1: 1,335 shares; 2026Q2: 1,294 shares 1,294 $649K 0.06% -41 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: 5,839 shares; 2024Q4: 4,712 shares; 2025Q1: not reported; 2025Q2: 6,444 shares; 2025Q3: 8,687 shares; 2025Q4: 12,879 shares; 2026Q1: 10,772 shares; 2026Q2: 10,772 shares 10,772 $643K 0.06% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,644 shares; 2024Q4: 11,953 shares; 2025Q1: 11,961 shares; 2025Q2: 11,974 shares; 2025Q3: 11,988 shares; 2025Q4: 12,126 shares; 2026Q1: 12,069 shares; 2026Q2: 12,070 shares 12,070 $626K 0.05% +1 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: 1,174 shares; 2024Q4: 1,936 shares; 2025Q1: 2,021 shares; 2025Q2: 2,235 shares; 2025Q3: 2,147 shares; 2025Q4: 2,148 shares; 2026Q1: 2,985 shares; 2026Q2: 2,473 shares 2,473 $622K 0.05% -512 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,172 shares; 2024Q4: 49,172 shares; 2025Q1: 49,172 shares; 2025Q2: 49,172 shares; 2025Q3: 49,172 shares; 2025Q4: 49,172 shares; 2026Q1: 49,172 shares; 2026Q2: 98,045 shares 98,045 $595K 0.05% +48,873 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,788 shares; 2025Q4: 3,192 shares; 2026Q1: 3,269 shares; 2026Q2: 3,358 shares 3,358 $592K 0.05% +89 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,032 shares; 2025Q3: 720 shares; 2025Q4: 742 shares; 2026Q1: 763 shares; 2026Q2: 787 shares 787 $567K 0.05% +24 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 966 shares; 2025Q3: 948 shares; 2025Q4: 2,683 shares; 2026Q1: 2,702 shares; 2026Q2: 2,790 shares 2,790 $560K 0.05% +88 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,698 shares; 2024Q4: 4,698 shares; 2025Q1: 4,698 shares; 2025Q2: 3,839 shares; 2025Q3: 3,839 shares; 2025Q4: 3,839 shares; 2026Q1: 3,839 shares; 2026Q2: 3,839 shares 3,839 $555K 0.05% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,377 shares; 2024Q4: 7,377 shares; 2025Q1: 7,377 shares; 2025Q2: 7,377 shares; 2025Q3: 7,377 shares; 2025Q4: 7,134 shares; 2026Q1: 7,134 shares; 2026Q2: 5,633 shares 5,633 $543K 0.05% -1,501 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO 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: 5,508 shares; 2026Q1: 5,797 shares; 2026Q2: 5,875 shares 5,875 $539K 0.05% +78 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: 1,504 shares; 2024Q4: 1,518 shares; 2025Q1: 1,536 shares; 2025Q2: 1,579 shares; 2025Q3: 2,151 shares; 2025Q4: 2,098 shares; 2026Q1: 2,144 shares; 2026Q2: 2,247 shares 2,247 $535K 0.05% +103 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: 4,415 shares; 2024Q4: 12,161 shares; 2025Q1: 10,987 shares; 2025Q2: 15,292 shares; 2025Q3: 15,096 shares; 2025Q4: 16,550 shares; 2026Q1: 15,362 shares; 2026Q2: 15,327 shares 15,327 $534K 0.05% -35 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,207 shares; 2026Q1: 3,957 shares; 2026Q2: 4,473 shares 4,473 $525K 0.05% +516 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP 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: 6,246 shares; 2026Q1: 6,314 shares; 2026Q2: 6,376 shares 6,376 $517K 0.05% +62 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,234 shares; 2024Q4: 4,299 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,448 shares; 2025Q4: 5,338 shares; 2026Q1: 6,700 shares; 2026Q2: 6,182 shares 6,182 $511K 0.04% -518 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,039 shares; 2024Q4: 16,936 shares; 2025Q1: 15,973 shares; 2025Q2: 12,884 shares; 2025Q3: 12,631 shares; 2025Q4: 12,370 shares; 2026Q1: 11,644 shares; 2026Q2: 12,423 shares 12,423 $510K 0.04% +779 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 852 shares 852 $495K 0.04% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 504 shares 504 $486K 0.04% new 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: 7,934 shares; 2024Q4: 7,207 shares; 2025Q1: 6,972 shares; 2025Q2: 6,596 shares; 2025Q3: 6,375 shares; 2025Q4: 6,339 shares; 2026Q1: 5,428 shares; 2026Q2: 5,432 shares 5,432 $485K 0.04% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,425 shares; 2025Q4: 3,732 shares; 2026Q1: 3,735 shares; 2026Q2: 5,582 shares 5,582 $477K 0.04% +1,847 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,029 shares; 2024Q4: 3,529 shares; 2025Q1: 3,529 shares; 2025Q2: 3,529 shares; 2025Q3: 3,492 shares; 2025Q4: 4,005 shares; 2026Q1: 2,875 shares; 2026Q2: 2,888 shares 2,888 $474K 0.04% +13 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474 shares; 2024Q4: 574 shares; 2025Q1: 590 shares; 2025Q2: 624 shares; 2025Q3: 704 shares; 2025Q4: 1,832 shares; 2026Q1: 2,340 shares; 2026Q2: 2,249 shares 2,249 $461K 0.04% -91 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: 7,052 shares; 2024Q4: 7,052 shares; 2025Q1: 7,062 shares; 2025Q2: 6,441 shares; 2025Q3: 5,488 shares; 2025Q4: 5,423 shares; 2026Q1: 4,388 shares; 2026Q2: 4,388 shares 4,388 $456K 0.04% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,161 shares; 2026Q1: 8,161 shares; 2026Q2: 8,161 shares 8,161 $436K 0.04% 0 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: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 3,204 shares; 2026Q1: 2,327 shares; 2026Q2: 2,245 shares 2,245 $428K 0.04% -82 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: 2,072 shares; 2024Q4: 2,028 shares; 2025Q1: 1,957 shares; 2025Q2: 1,865 shares; 2025Q3: 1,708 shares; 2025Q4: 1,728 shares; 2026Q1: 1,746 shares; 2026Q2: 1,743 shares 1,743 $424K 0.04% -3 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618 shares; 2024Q4: 737 shares; 2025Q1: 663 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,003 shares 1,003 $417K 0.04% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,605 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,669 shares; 2025Q3: 1,679 shares; 2025Q4: 1,710 shares; 2026Q1: 1,757 shares; 2026Q2: 1,820 shares 1,820 $405K 0.04% +63 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,779 shares; 2024Q4: 1,654 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares; 2026Q1: 1,487 shares; 2026Q2: 1,586 shares 1,586 $390K 0.03% +99 Timeline KO COCA COLA CO More: the full row for COCA COLA CO 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: 5,434 shares; 2026Q1: 4,600 shares; 2026Q2: 4,789 shares 4,789 $389K 0.03% +189 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,632 shares; 2026Q2: 2,968 shares 2,968 $381K 0.03% +336 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: 2,114 shares; 2024Q4: 2,008 shares; 2025Q1: 1,819 shares; 2025Q2: 1,819 shares; 2025Q3: 1,734 shares; 2025Q4: 1,734 shares; 2026Q1: 1,734 shares; 2026Q2: 1,605 shares 1,605 $380K 0.03% -129 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: 607 shares; 2024Q4: 710 shares; 2025Q1: 728 shares; 2025Q2: 841 shares; 2025Q3: 853 shares; 2025Q4: 724 shares; 2026Q1: 1,113 shares; 2026Q2: 1,075 shares 1,075 $379K 0.03% -38 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: not reported; 2025Q1: 756 shares; 2025Q2: 774 shares; 2025Q3: 932 shares; 2025Q4: 885 shares; 2026Q1: 1,013 shares; 2026Q2: 1,022 shares 1,022 $370K 0.03% +9 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: 13,280 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,254 shares; 2026Q1: not reported; 2026Q2: 7,553 shares 7,553 $366K 0.03% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,951 shares 4,951 $363K 0.03% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,179 shares; 2025Q4: 1,152 shares; 2026Q1: 1,140 shares; 2026Q2: 1,046 shares 1,046 $354K 0.03% -94 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,034 shares; 2025Q4: 2,556 shares; 2026Q1: 2,155 shares; 2026Q2: 2,362 shares 2,362 $346K 0.03% +207 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,071 shares; 2026Q2: 4,055 shares 4,055 $340K 0.03% +984 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,434 shares; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 3,818 shares; 2025Q3: 2,468 shares; 2025Q4: 2,576 shares; 2026Q1: 2,468 shares; 2026Q2: 2,312 shares 2,312 $338K 0.03% -156 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 1,122 shares; 2026Q2: 1,212 shares 1,212 $334K 0.03% +90 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: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares; 2026Q1: 2,384 shares; 2026Q2: 2,113 shares 2,113 $334K 0.03% -271 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 987 shares; 2026Q1: 1,011 shares; 2026Q2: 1,057 shares 1,057 $333K 0.03% +46 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 764 shares 764 $331K 0.03% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 810 shares; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 677 shares; 2025Q4: 743 shares; 2026Q1: 741 shares; 2026Q2: 773 shares 773 $329K 0.03% +32 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: not reported; 2025Q4: 453 shares; 2026Q1: 528 shares; 2026Q2: 511 shares 511 $324K 0.03% -17 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,330 shares; 2024Q4: 3,330 shares; 2025Q1: 3,281 shares; 2025Q2: 3,074 shares; 2025Q3: 3,061 shares; 2025Q4: 2,984 shares; 2026Q1: 2,718 shares; 2026Q2: 2,666 shares 2,666 $313K 0.03% -52 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,962 shares; 2024Q4: 2,096 shares; 2025Q1: 2,087 shares; 2025Q2: 2,094 shares; 2025Q3: not reported; 2025Q4: 2,138 shares; 2026Q1: 2,231 shares; 2026Q2: 2,381 shares 2,381 $311K 0.03% +150 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,165 shares; 2026Q2: 2,109 shares 2,109 $309K 0.03% -56 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: 4,279 shares; 2024Q4: 4,204 shares; 2025Q1: 3,964 shares; 2025Q2: 3,874 shares; 2025Q3: 3,757 shares; 2025Q4: 3,750 shares; 2026Q1: 3,170 shares; 2026Q2: 3,173 shares 3,173 $306K 0.03% +3 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $303K 0.03% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,605 shares; 2024Q4: 2,614 shares; 2025Q1: 2,577 shares; 2025Q2: 2,821 shares; 2025Q3: 2,550 shares; 2025Q4: 2,207 shares; 2026Q1: 2,411 shares; 2026Q2: 2,370 shares 2,370 $299K 0.03% -41 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,235 shares; 2026Q2: 1,253 shares 1,253 $298K 0.03% +18 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 777 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 684 shares; 2025Q4: 1,040 shares; 2026Q1: 569 shares; 2026Q2: 569 shares 569 $297K 0.03% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 398 shares 398 $288K 0.03% new 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: 2,076 shares; 2024Q4: 2,076 shares; 2025Q1: 2,076 shares; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares; 2025Q4: 2,001 shares; 2026Q1: 1,819 shares; 2026Q2: 1,819 shares 1,819 $277K 0.02% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,437 shares; 2025Q4: 1,318 shares; 2026Q1: 1,406 shares; 2026Q2: 1,451 shares 1,451 $275K 0.02% +45 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,271 shares; 2024Q4: 2,276 shares; 2025Q1: 2,275 shares; 2025Q2: 2,290 shares; 2025Q3: 2,296 shares; 2025Q4: 2,297 shares; 2026Q1: 2,300 shares; 2026Q2: 2,336 shares 2,336 $275K 0.02% +36 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 906 shares 906 $273K 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 420 shares 420 $268K 0.02% new 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: 10,440 shares; 2024Q4: 9,205 shares; 2025Q1: 8,212 shares; 2025Q2: 7,482 shares; 2025Q3: 6,888 shares; 2025Q4: 9,335 shares; 2026Q1: 6,384 shares; 2026Q2: 5,539 shares 5,539 $267K 0.02% -845 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,644 shares; 2025Q3: 2,672 shares; 2025Q4: 2,698 shares; 2026Q1: 2,662 shares; 2026Q2: 2,687 shares 2,687 $266K 0.02% +25 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,516 shares; 2026Q2: 2,270 shares 2,270 $261K 0.02% -246 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,058 shares; 2025Q2: not reported; 2025Q3: 1,846 shares; 2025Q4: 1,893 shares; 2026Q1: 2,126 shares; 2026Q2: 1,890 shares 1,890 $259K 0.02% -236 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 931 shares; 2026Q2: 1,009 shares 1,009 $258K 0.02% +78 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,704 shares 5,704 $257K 0.02% new 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: 7,897 shares; 2025Q1: 7,931 shares; 2025Q2: 8,192 shares; 2025Q3: 7,948 shares; 2025Q4: 7,393 shares; 2026Q1: 7,471 shares; 2026Q2: 8,044 shares 8,044 $257K 0.02% +573 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003 shares; 2024Q4: 1,007 shares; 2025Q1: 1,017 shares; 2025Q2: 1,036 shares; 2025Q3: 1,043 shares; 2025Q4: 1,039 shares; 2026Q1: 1,055 shares; 2026Q2: 1,079 shares 1,079 $245K 0.02% +24 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422 shares; 2024Q4: not reported; 2025Q1: 431 shares; 2025Q2: 434 shares; 2025Q3: 448 shares; 2025Q4: 456 shares; 2026Q1: 476 shares; 2026Q2: 479 shares 479 $244K 0.02% +3 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,284 shares 1,284 $237K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 229 shares 229 $232K 0.02% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 425 shares; 2026Q2: 444 shares 444 $228K 0.02% +19 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,073 shares; 2025Q3: 1,042 shares; 2025Q4: not reported; 2026Q1: 1,066 shares; 2026Q2: 1,051 shares 1,051 $228K 0.02% -15 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,661 shares; 2025Q4: 1,418 shares; 2026Q1: 1,557 shares; 2026Q2: 1,673 shares 1,673 $227K 0.02% +116 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,077 shares; 2024Q4: 1,908 shares; 2025Q1: 1,813 shares; 2025Q2: 1,813 shares; 2025Q3: 1,678 shares; 2025Q4: 1,597 shares; 2026Q1: 1,532 shares; 2026Q2: 1,426 shares 1,426 $224K 0.02% -106 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,317 shares; 2024Q4: 55,317 shares; 2025Q1: 43,317 shares; 2025Q2: 43,317 shares; 2025Q3: 43,317 shares; 2025Q4: 39,317 shares; 2026Q1: 36,317 shares; 2026Q2: 19,317 shares 19,317 $224K 0.02% -17,000 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,318 shares; 2026Q2: 9,292 shares 9,292 $224K 0.02% -26 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares; 2025Q4: not reported; 2026Q1: 2,228 shares; 2026Q2: 2,289 shares 2,289 $220K 0.02% +61 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,085 shares 5,085 $217K 0.02% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,314 shares; 2024Q4: 2,314 shares; 2025Q1: 2,302 shares; 2025Q2: 2,260 shares; 2025Q3: 2,319 shares; 2025Q4: 2,236 shares; 2026Q1: 1,971 shares; 2026Q2: 1,971 shares 1,971 $216K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO 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: 622 shares 622 $214K 0.02% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,956 shares; 2024Q4: 2,956 shares; 2025Q1: 2,956 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,153 shares; 2026Q1: 2,153 shares; 2026Q2: 2,153 shares 2,153 $212K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,398 shares 1,398 $212K 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 296 shares 296 $208K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,471 shares 1,471 $206K 0.02% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 1,293 shares; 2026Q1: 1,308 shares; 2026Q2: 1,295 shares 1,295 $206K 0.02% -13 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,115 shares 5,115 $205K 0.02% new Timeline TIAA Traditional TIAA Traditional More: the full row for TIAA Traditional Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,347 shares; 2025Q2: 31,761 shares; 2025Q3: 29,455 shares; 2025Q4: 28,918 shares; 2026Q1: 28,358 shares; 2026Q2: 27,799 shares 27,799 $27.8K <0.01% -559 NGTF NIGHTFOOD HLDGS INC More: the full row for NIGHTFOOD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700,000 shares; 2024Q4: 700,000 shares; 2025Q1: 700,000 shares; 2025Q2: 700,000 shares; 2025Q3: 700,000 shares; 2025Q4: 700,000 shares; 2026Q1: 700,000 shares; 2026Q2: 700,000 shares 700,000 $23.4K <0.01% 0 Timeline