SCHK 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: 2,097,785 shares; 2024Q4: 4,387,948 shares; 2025Q1: 4,082,418 shares; 2025Q2: 4,087,699 shares; 2025Q3: 3,499,310 shares; 2025Q4: 3,502,454 shares; 2026Q1: 3,580,579 shares; 2026Q2: 3,585,472 shares 3,585,472 $129M 14.51% +4,893 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: 2,684,398 shares; 2024Q4: 2,564,113 shares; 2025Q1: 2,515,059 shares; 2025Q2: 2,496,805 shares; 2025Q3: 2,444,177 shares; 2025Q4: 2,606,340 shares; 2026Q1: 2,599,253 shares; 2026Q2: 2,547,034 shares 2,547,034 $113M 12.68% -52,219 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 228,955 shares; 2025Q1: 250,325 shares; 2025Q2: 253,652 shares; 2025Q3: 263,456 shares; 2025Q4: 308,508 shares; 2026Q1: 351,924 shares; 2026Q2: 415,845 shares 415,845 $90.6M 10.17% +63,921 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,981 shares; 2025Q3: 148,849 shares; 2025Q4: 403,239 shares; 2026Q1: 650,445 shares; 2026Q2: 1,059,194 shares 1,059,194 $61.6M 6.92% +408,749 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: 4,924 shares; 2024Q4: 9,905 shares; 2025Q1: 14,415 shares; 2025Q2: 16,571 shares; 2025Q3: 31,010 shares; 2025Q4: 47,204 shares; 2026Q1: 72,804 shares; 2026Q2: 629,625 shares 629,625 $54.2M 6.09% +556,821 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,849 shares; 2025Q3: 90,685 shares; 2025Q4: 234,347 shares; 2026Q1: 343,930 shares; 2026Q2: 517,656 shares 517,656 $39.8M 4.46% +173,726 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,475 shares; 2024Q4: 175,803 shares; 2025Q1: 167,111 shares; 2025Q2: 165,410 shares; 2025Q3: 163,818 shares; 2025Q4: 185,322 shares; 2026Q1: 203,512 shares; 2026Q2: 215,237 shares 215,237 $29.6M 3.32% +11,725 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: 67,167 shares; 2024Q4: 72,033 shares; 2025Q1: 88,249 shares; 2025Q2: 99,665 shares; 2025Q3: 155,315 shares; 2025Q4: 219,468 shares; 2026Q1: 298,929 shares; 2026Q2: 413,994 shares 413,994 $29.5M 3.31% +115,065 Timeline XLRE 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: 467,889 shares; 2024Q4: 468,728 shares; 2025Q1: 470,065 shares; 2025Q2: 468,173 shares; 2025Q3: 451,508 shares; 2025Q4: 456,517 shares; 2026Q1: 460,928 shares; 2026Q2: 667,825 shares 667,825 $29.4M 3.3% +206,897 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: 49,103 shares; 2024Q4: 38,173 shares; 2025Q1: 38,552 shares; 2025Q2: 37,077 shares; 2025Q3: 37,147 shares; 2025Q4: 42,638 shares; 2026Q1: 42,464 shares; 2026Q2: 38,783 shares 38,783 $28.6M 3.21% -3,681 Timeline VUSB 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: 27,332 shares; 2024Q4: 30,784 shares; 2025Q1: 45,672 shares; 2025Q2: 50,216 shares; 2025Q3: 57,748 shares; 2025Q4: 55,292 shares; 2026Q1: 163,530 shares; 2026Q2: 462,039 shares 462,039 $23M 2.58% +298,509 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: 68,336 shares; 2024Q4: 58,907 shares; 2025Q1: 56,552 shares; 2025Q2: 49,494 shares; 2025Q3: 48,539 shares; 2025Q4: 47,508 shares; 2026Q1: 48,116 shares; 2026Q2: 45,988 shares 45,988 $17M 1.91% -2,128 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,139 shares; 2024Q4: 16,730 shares; 2025Q1: 23,683 shares; 2025Q2: 27,167 shares; 2025Q3: 47,262 shares; 2025Q4: 68,321 shares; 2026Q1: 87,859 shares; 2026Q2: 105,480 shares 105,480 $13.8M 1.54% +17,621 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 295,166 shares; 2025Q1: 295,453 shares; 2025Q2: 295,718 shares; 2025Q3: 255,026 shares; 2025Q4: 255,284 shares; 2026Q1: 158,866 shares; 2026Q2: 155,213 shares 155,213 $12.7M 1.43% -3,653 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: 16,369 shares; 2024Q4: 19,379 shares; 2025Q1: 24,695 shares; 2025Q2: 28,293 shares; 2025Q3: 49,405 shares; 2025Q4: 75,535 shares; 2026Q1: 128,392 shares; 2026Q2: 211,535 shares 211,535 $12.6M 1.42% +83,143 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,008 shares; 2025Q3: 43,540 shares; 2025Q4: 84,468 shares; 2026Q1: 134,475 shares; 2026Q2: 223,674 shares 223,674 $12.3M 1.39% +89,199 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: 28,742 shares; 2024Q4: 17,670 shares; 2025Q1: 17,760 shares; 2025Q2: 15,711 shares; 2025Q3: 15,568 shares; 2025Q4: 14,749 shares; 2026Q1: 15,033 shares; 2026Q2: 14,539 shares 14,539 $10.9M 1.22% -494 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: 15,009 shares; 2024Q4: 15,877 shares; 2025Q1: 20,190 shares; 2025Q2: 21,565 shares; 2025Q3: 25,255 shares; 2025Q4: 24,904 shares; 2026Q1: 25,050 shares; 2026Q2: 46,649 shares 46,649 $9.33M 1.05% +21,599 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: 34,063 shares; 2024Q4: 33,478 shares; 2025Q1: 33,363 shares; 2025Q2: 30,178 shares; 2025Q3: 29,948 shares; 2025Q4: 30,284 shares; 2026Q1: 30,988 shares; 2026Q2: 28,822 shares 28,822 $8.74M 0.98% -2,166 Timeline XLE 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: 78,213 shares; 2024Q4: 78,648 shares; 2025Q1: 79,037 shares; 2025Q2: 79,475 shares; 2025Q3: 79,904 shares; 2025Q4: 162,110 shares; 2026Q1: 161,939 shares; 2026Q2: 162,692 shares 162,692 $8.64M 0.97% +753 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,091 shares; 2025Q1: 4,121 shares; 2025Q2: 4,356 shares; 2025Q3: 4,406 shares; 2025Q4: 4,543 shares; 2026Q1: 4,505 shares; 2026Q2: 102,993 shares 102,993 $8.51M 0.96% +98,488 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: 23,375 shares; 2024Q4: 23,321 shares; 2025Q1: 25,807 shares; 2025Q2: 24,808 shares; 2025Q3: 26,359 shares; 2025Q4: 27,074 shares; 2026Q1: 27,861 shares; 2026Q2: 28,893 shares 28,893 $8.36M 0.94% +1,032 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,517 shares; 2024Q4: 270,846 shares; 2025Q1: 247,172 shares; 2025Q2: 232,369 shares; 2025Q3: 231,704 shares; 2025Q4: 228,801 shares; 2026Q1: 211,623 shares; 2026Q2: 201,038 shares 201,038 $7.41M 0.83% -10,585 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: 26,694 shares; 2024Q4: 27,421 shares; 2025Q1: 27,925 shares; 2025Q2: 25,808 shares; 2025Q3: 25,768 shares; 2025Q4: 26,708 shares; 2026Q1: 27,031 shares; 2026Q2: 26,928 shares 26,928 $6.63M 0.74% -103 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: 209,390 shares; 2024Q4: 209,390 shares; 2025Q1: 209,390 shares; 2025Q2: 209,390 shares; 2025Q3: 209,390 shares; 2025Q4: 209,390 shares; 2026Q1: 209,390 shares; 2026Q2: 209,390 shares 209,390 $6.32M 0.71% 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: 86,959 shares; 2024Q4: 90,301 shares; 2025Q1: 84,926 shares; 2025Q2: 69,416 shares; 2025Q3: 69,031 shares; 2025Q4: 67,347 shares; 2026Q1: 67,956 shares; 2026Q2: 67,777 shares 67,777 $5.79M 0.65% -179 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: 14,287 shares; 2024Q4: 14,239 shares; 2025Q1: 16,165 shares; 2025Q2: 16,042 shares; 2025Q3: 16,489 shares; 2025Q4: 16,403 shares; 2026Q1: 16,438 shares; 2026Q2: 16,434 shares 16,434 $5.65M 0.63% -4 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,454 shares; 2024Q4: 170,461 shares; 2025Q1: 160,255 shares; 2025Q2: 134,456 shares; 2025Q3: 136,333 shares; 2025Q4: 134,295 shares; 2026Q1: 136,010 shares; 2026Q2: 129,922 shares 129,922 $4.12M 0.46% -6,088 Timeline VCSH 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: 58,135 shares; 2025Q1: 64,368 shares; 2025Q2: 62,127 shares; 2025Q3: 66,886 shares; 2025Q4: 63,005 shares; 2026Q1: 55,607 shares; 2026Q2: 51,725 shares 51,725 $4.09M 0.46% -3,882 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: 6,626 shares; 2024Q4: 6,086 shares; 2025Q1: 7,214 shares; 2025Q2: 7,445 shares; 2025Q3: 8,289 shares; 2025Q4: 8,440 shares; 2026Q1: 8,267 shares; 2026Q2: 8,563 shares 8,563 $3.19M 0.36% +296 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: 8,583 shares; 2024Q4: 8,829 shares; 2025Q1: 10,318 shares; 2025Q2: 10,806 shares; 2025Q3: 11,688 shares; 2025Q4: 12,017 shares; 2026Q1: 12,433 shares; 2026Q2: 12,759 shares 12,759 $3.04M 0.34% +326 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: 4,558 shares; 2024Q4: 4,753 shares; 2025Q1: 5,319 shares; 2025Q2: 5,479 shares; 2025Q3: 7,105 shares; 2025Q4: 7,267 shares; 2026Q1: 7,385 shares; 2026Q2: 8,267 shares 8,267 $2.95M 0.33% +882 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,871 shares; 2025Q1: 51,075 shares; 2025Q2: 51,314 shares; 2025Q3: 51,542 shares; 2025Q4: 51,723 shares; 2026Q1: 51,910 shares; 2026Q2: 51,910 shares 51,910 $2.86M 0.32% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,637 shares; 2024Q4: 61,347 shares; 2025Q1: 55,036 shares; 2025Q2: 44,340 shares; 2025Q3: 44,261 shares; 2025Q4: 42,290 shares; 2026Q1: 40,099 shares; 2026Q2: 36,232 shares 36,232 $2.78M 0.31% -3,867 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: not reported; 2024Q4: not reported; 2025Q1: 43,819 shares; 2025Q2: 44,302 shares; 2025Q3: 44,314 shares; 2025Q4: 43,460 shares; 2026Q1: 40,667 shares; 2026Q2: 27,207 shares 27,207 $2.62M 0.29% -13,460 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38,442 shares; 2025Q1: 59,506 shares; 2025Q2: 66,294 shares; 2025Q3: 74,814 shares; 2025Q4: 70,425 shares; 2026Q1: 60,726 shares; 2026Q2: 57,326 shares 57,326 $2.61M 0.29% -3,400 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: 7,253 shares; 2024Q4: 7,176 shares; 2025Q1: 7,536 shares; 2025Q2: 7,539 shares; 2025Q3: 7,514 shares; 2025Q4: 7,194 shares; 2026Q1: 6,804 shares; 2026Q2: 3,730 shares 3,730 $2.56M 0.29% -3,074 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: 934 shares; 2026Q1: 1,124 shares; 2026Q2: 2,214 shares 2,214 $2.56M 0.29% +1,090 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: 23,162 shares; 2024Q4: 46,221 shares; 2025Q1: 52,838 shares; 2025Q2: 63,775 shares; 2025Q3: 63,943 shares; 2025Q4: 64,336 shares; 2026Q1: 64,532 shares; 2026Q2: 64,649 shares 64,649 $2.34M 0.26% +117 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: 35,300 shares; 2024Q4: 74,912 shares; 2025Q1: 81,584 shares; 2025Q2: 80,987 shares; 2025Q3: 80,293 shares; 2025Q4: 83,377 shares; 2026Q1: 82,914 shares; 2026Q2: 82,826 shares 82,826 $2.29M 0.26% -88 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: 24,872 shares; 2024Q4: 29,985 shares; 2025Q1: 25,806 shares; 2025Q2: 26,344 shares; 2025Q3: 30,963 shares; 2025Q4: 23,220 shares; 2026Q1: 18,133 shares; 2026Q2: 16,248 shares 16,248 $2.22M 0.25% -1,885 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,566 shares; 2025Q2: 39,566 shares; 2025Q3: 39,566 shares; 2025Q4: 37,887 shares; 2026Q1: 35,841 shares; 2026Q2: 21,192 shares 21,192 $2.2M 0.25% -14,649 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 1,512 shares; 2025Q3: 1,513 shares; 2025Q4: 1,527 shares; 2026Q1: 1,570 shares; 2026Q2: 2,799 shares 2,799 $2.1M 0.24% +1,229 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: 2,899 shares; 2024Q4: 3,174 shares; 2025Q1: 3,717 shares; 2025Q2: 4,369 shares; 2025Q3: 4,872 shares; 2025Q4: 4,919 shares; 2026Q1: 5,131 shares; 2026Q2: 5,368 shares 5,368 $2.03M 0.23% +237 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: 22,556 shares; 2024Q4: 67,668 shares; 2025Q1: 67,668 shares; 2025Q2: 67,668 shares; 2025Q3: 67,668 shares; 2025Q4: 67,668 shares; 2026Q1: 67,668 shares; 2026Q2: 67,902 shares 67,902 $2M 0.22% +234 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,837 shares; 2025Q1: 1,837 shares; 2025Q2: 1,837 shares; 2025Q3: 1,837 shares; 2025Q4: 1,968 shares; 2026Q1: 1,957 shares; 2026Q2: 15,535 shares 15,535 $1.86M 0.21% +13,578 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: 1,938 shares; 2025Q4: 1,949 shares; 2026Q1: 1,950 shares; 2026Q2: 3,169 shares 3,169 $1.84M 0.21% +1,219 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,160 shares; 2025Q1: not reported; 2025Q2: 40,888 shares; 2025Q3: 41,521 shares; 2025Q4: 37,993 shares; 2026Q1: 36,925 shares; 2026Q2: 36,601 shares 36,601 $1.84M 0.21% -324 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: 19,902 shares; 2024Q4: 22,334 shares; 2025Q1: 21,014 shares; 2025Q2: 19,281 shares; 2025Q3: 19,270 shares; 2025Q4: 18,305 shares; 2026Q1: 20,781 shares; 2026Q2: 21,164 shares 21,164 $1.75M 0.2% +383 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,016 shares; 2024Q4: 16,016 shares; 2025Q1: 16,072 shares; 2025Q2: 56,102 shares; 2025Q3: 56,187 shares; 2025Q4: 56,238 shares; 2026Q1: 48,747 shares; 2026Q2: 48,810 shares 48,810 $1.69M 0.19% +63 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,329 shares; 2024Q4: 18,370 shares; 2025Q1: 18,402 shares; 2025Q2: 18,443 shares; 2025Q3: 18,110 shares; 2025Q4: 18,153 shares; 2026Q1: 17,979 shares; 2026Q2: 17,979 shares 17,979 $1.48M 0.17% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,420 shares; 2025Q2: 6,461 shares; 2025Q3: 6,474 shares; 2025Q4: 6,036 shares; 2026Q1: 6,039 shares; 2026Q2: 6,039 shares 6,039 $1.46M 0.16% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,175 shares; 2024Q4: 22,639 shares; 2025Q1: 20,616 shares; 2025Q2: 14,369 shares; 2025Q3: 14,499 shares; 2025Q4: 14,457 shares; 2026Q1: 13,409 shares; 2026Q2: 13,117 shares 13,117 $1.43M 0.16% -292 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: 2,456 shares; 2024Q4: 1,947 shares; 2025Q1: 2,330 shares; 2025Q2: 2,255 shares; 2025Q3: 2,410 shares; 2025Q4: 2,536 shares; 2026Q1: 2,674 shares; 2026Q2: 2,820 shares 2,820 $1.41M 0.16% +146 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: 1,135 shares; 2024Q4: 1,137 shares; 2025Q1: 1,167 shares; 2025Q2: 1,154 shares; 2025Q3: 1,235 shares; 2025Q4: 1,247 shares; 2026Q1: 1,279 shares; 2026Q2: 1,323 shares 1,323 $1.41M 0.16% +44 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: 3,134 shares; 2024Q4: 3,103 shares; 2025Q1: 3,479 shares; 2025Q2: 3,516 shares; 2025Q3: 3,835 shares; 2025Q4: 3,968 shares; 2026Q1: 3,942 shares; 2026Q2: 4,169 shares 4,169 $1.36M 0.15% +227 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: 1,703 shares; 2024Q4: 1,747 shares; 2025Q1: 2,325 shares; 2025Q2: 2,629 shares; 2025Q3: 2,839 shares; 2025Q4: 3,033 shares; 2026Q1: 2,847 shares; 2026Q2: 3,148 shares 3,148 $1.32M 0.15% +301 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: 1,541 shares; 2024Q4: 1,541 shares; 2025Q1: 1,969 shares; 2025Q2: 1,969 shares; 2025Q3: 2,164 shares; 2025Q4: 2,155 shares; 2026Q1: 2,193 shares; 2026Q2: 2,319 shares 2,319 $1.31M 0.15% +126 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,584 shares; 2024Q4: 2,517 shares; 2025Q1: 3,481 shares; 2025Q2: 3,926 shares; 2025Q3: 3,420 shares; 2025Q4: 3,420 shares; 2026Q1: 3,561 shares; 2026Q2: 3,568 shares 3,568 $1.26M 0.14% +7 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,122 shares; 2024Q4: 8,081 shares; 2025Q1: 8,081 shares; 2025Q2: 8,133 shares; 2025Q3: 7,525 shares; 2025Q4: 7,525 shares; 2026Q1: 7,525 shares; 2026Q2: 7,525 shares 7,525 $1.24M 0.14% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547 shares; 2024Q4: 513 shares; 2025Q1: 673 shares; 2025Q2: 698 shares; 2025Q3: 732 shares; 2025Q4: 837 shares; 2026Q1: 824 shares; 2026Q2: 1,024 shares 1,024 $1.23M 0.14% +200 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: 15,903 shares; 2024Q4: 15,963 shares; 2025Q1: 16,012 shares; 2025Q2: 16,086 shares; 2025Q3: 16,162 shares; 2025Q4: 16,227 shares; 2026Q1: 16,281 shares; 2026Q2: 16,281 shares 16,281 $1.14M 0.13% 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: 1,267 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,407 shares; 2025Q3: 1,411 shares; 2025Q4: 1,460 shares; 2026Q1: 1,519 shares; 2026Q2: 1,572 shares 1,572 $1.14M 0.13% +53 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,587 shares; 2024Q4: 2,586 shares; 2025Q1: 2,774 shares; 2025Q2: 2,801 shares; 2025Q3: 3,039 shares; 2025Q4: 3,039 shares; 2026Q1: 3,241 shares; 2026Q2: 13,607 shares 13,607 $1.1M 0.12% +10,366 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,033 shares; 2025Q2: 2,899 shares; 2025Q3: 3,306 shares; 2025Q4: 6,463 shares; 2026Q1: 6,766 shares; 2026Q2: 6,391 shares 6,391 $1.06M 0.12% -375 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: 3,207 shares; 2024Q4: 2,623 shares; 2025Q1: 3,748 shares; 2025Q2: 3,712 shares; 2025Q3: 4,162 shares; 2025Q4: 4,249 shares; 2026Q1: 4,016 shares; 2026Q2: 4,036 shares 4,036 $1.03M 0.12% +20 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: 3,170 shares; 2024Q4: 3,182 shares; 2025Q1: 3,442 shares; 2025Q2: 3,419 shares; 2025Q3: 3,520 shares; 2025Q4: 3,471 shares; 2026Q1: 3,413 shares; 2026Q2: 3,583 shares 3,583 $1.01M 0.11% +170 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: 8,199 shares; 2024Q4: 7,827 shares; 2025Q1: 8,608 shares; 2025Q2: 7,759 shares; 2025Q3: 7,993 shares; 2025Q4: 8,400 shares; 2026Q1: 8,691 shares; 2026Q2: 7,276 shares 7,276 $824K 0.09% -1,415 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: 8,688 shares; 2024Q4: 8,565 shares; 2025Q1: 7,686 shares; 2025Q2: 10,602 shares; 2025Q3: 11,762 shares; 2025Q4: 11,864 shares; 2026Q1: 11,687 shares; 2026Q2: 12,403 shares 12,403 $707K 0.08% +716 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: 968 shares; 2024Q4: 987 shares; 2025Q1: 1,444 shares; 2025Q2: 1,471 shares; 2025Q3: 1,505 shares; 2025Q4: 1,615 shares; 2026Q1: 1,776 shares; 2026Q2: 1,988 shares 1,988 $682K 0.08% +212 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,823 shares 4,823 $673K 0.08% new 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: not reported; 2025Q2: 1,970 shares; 2025Q3: 1,568 shares; 2025Q4: 1,560 shares; 2026Q1: 1,561 shares; 2026Q2: 1,661 shares 1,661 $621K 0.07% +100 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: 4,560 shares; 2024Q4: 3,699 shares; 2025Q1: 3,862 shares; 2025Q2: 4,448 shares; 2025Q3: 4,907 shares; 2025Q4: 5,078 shares; 2026Q1: 4,734 shares; 2026Q2: 4,520 shares 4,520 $581K 0.07% -214 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: 4,186 shares; 2025Q2: 3,653 shares; 2025Q3: 3,617 shares; 2025Q4: 3,797 shares; 2026Q1: 4,007 shares; 2026Q2: 4,860 shares 4,860 $571K 0.06% +853 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: 947 shares; 2026Q2: 867 shares 867 $554K 0.06% -80 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: 1,872 shares; 2024Q4: 1,924 shares; 2025Q1: 2,319 shares; 2025Q2: 2,082 shares; 2025Q3: 2,403 shares; 2025Q4: 2,438 shares; 2026Q1: 1,954 shares; 2026Q2: 2,135 shares 2,135 $537K 0.06% +181 Timeline DVY 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: 4,895 shares; 2025Q2: 4,851 shares; 2025Q3: 4,851 shares; 2025Q4: 4,712 shares; 2026Q1: 4,712 shares; 2026Q2: 3,258 shares 3,258 $509K 0.06% -1,454 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,493 shares; 2024Q4: 3,493 shares; 2025Q1: 3,573 shares; 2025Q2: 3,600 shares; 2025Q3: 3,599 shares; 2025Q4: 3,602 shares; 2026Q1: 3,000 shares; 2026Q2: 3,072 shares 3,072 $497K 0.06% +72 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: 151 shares; 2026Q2: 1,630 shares 1,630 $492K 0.06% +1,479 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: 618 shares; 2026Q2: 496 shares 496 $479K 0.05% -122 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: 2,180 shares; 2024Q4: 2,167 shares; 2025Q1: 2,342 shares; 2025Q2: 2,387 shares; 2025Q3: 2,611 shares; 2025Q4: 2,472 shares; 2026Q1: 2,561 shares; 2026Q2: 2,512 shares 2,512 $477K 0.05% -49 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: 9,312 shares; 2024Q4: 9,567 shares; 2025Q1: 11,970 shares; 2025Q2: 11,848 shares; 2025Q3: 11,817 shares; 2025Q4: 11,794 shares; 2026Q1: 11,929 shares; 2026Q2: 12,709 shares 12,709 $461K 0.05% +780 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: 994 shares; 2026Q2: 1,063 shares 1,063 $461K 0.05% +69 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,351 shares; 2024Q4: 3,258 shares; 2025Q1: 3,675 shares; 2025Q2: 3,567 shares; 2025Q3: 3,795 shares; 2025Q4: 4,636 shares; 2026Q1: 4,717 shares; 2026Q2: 5,214 shares 5,214 $458K 0.05% +497 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: 390 shares; 2025Q3: 446 shares; 2025Q4: 469 shares; 2026Q1: 476 shares; 2026Q2: 386 shares 386 $454K 0.05% -90 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: 327 shares; 2024Q4: 329 shares; 2025Q1: 401 shares; 2025Q2: 384 shares; 2025Q3: 468 shares; 2025Q4: 397 shares; 2026Q1: 482 shares; 2026Q2: 477 shares 477 $446K 0.05% -5 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: 602 shares; 2024Q4: 568 shares; 2025Q1: 592 shares; 2025Q2: 742 shares; 2025Q3: 880 shares; 2025Q4: 1,014 shares; 2026Q1: 872 shares; 2026Q2: 1,048 shares 1,048 $436K 0.05% +176 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: 1,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,373 shares; 2025Q3: 1,436 shares; 2025Q4: 1,583 shares; 2026Q1: 1,572 shares; 2026Q2: 1,668 shares 1,668 $426K 0.05% +96 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: not reported; 2024Q4: 2,841 shares; 2025Q1: 3,073 shares; 2025Q2: 3,294 shares; 2025Q3: 3,477 shares; 2025Q4: 3,188 shares; 2026Q1: 3,419 shares; 2026Q2: 4,412 shares 4,412 $422K 0.05% +993 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,791 shares; 2024Q4: 6,403 shares; 2025Q1: 6,885 shares; 2025Q2: 7,055 shares; 2025Q3: 7,068 shares; 2025Q4: 6,762 shares; 2026Q1: 3,984 shares; 2026Q2: 3,984 shares 3,984 $414K 0.05% 0 Timeline VHT 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: 909 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 1,371 shares; 2025Q4: 1,374 shares; 2026Q1: 1,375 shares; 2026Q2: 1,377 shares 1,377 $412K 0.05% +2 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: 1,036 shares; 2024Q4: 1,017 shares; 2025Q1: 1,071 shares; 2025Q2: 1,278 shares; 2025Q3: 1,441 shares; 2025Q4: 1,319 shares; 2026Q1: 1,169 shares; 2026Q2: 1,156 shares 1,156 $408K 0.05% -13 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: 1,965 shares; 2025Q3: 2,231 shares; 2025Q4: 1,920 shares; 2026Q1: 2,046 shares; 2026Q2: 2,243 shares 2,243 $406K 0.05% +197 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: 2,243 shares; 2025Q4: 2,243 shares; 2026Q1: 2,949 shares; 2026Q2: 2,295 shares 2,295 $405K 0.05% -654 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: 3,587 shares; 2024Q4: 3,514 shares; 2025Q1: 4,187 shares; 2025Q2: 4,792 shares; 2025Q3: 5,427 shares; 2025Q4: 5,203 shares; 2026Q1: 4,976 shares; 2026Q2: 4,976 shares 4,976 $404K 0.05% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,627 shares; 2026Q2: 1,549 shares 1,549 $396K 0.04% -78 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: 2,348 shares; 2024Q4: 2,222 shares; 2025Q1: 2,962 shares; 2025Q2: 2,651 shares; 2025Q3: 3,017 shares; 2025Q4: 2,808 shares; 2026Q1: 2,586 shares; 2026Q2: 2,671 shares 2,671 $392K 0.04% +85 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,785 shares; 2025Q1: not reported; 2025Q2: 4,830 shares; 2025Q3: 4,970 shares; 2025Q4: 5,095 shares; 2026Q1: 4,758 shares; 2026Q2: 4,758 shares 4,758 $382K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,617 shares; 2025Q3: 1,830 shares; 2025Q4: 1,625 shares; 2026Q1: 1,710 shares; 2026Q2: 1,801 shares 1,801 $376K 0.04% +91 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: 5,067 shares; 2024Q4: 5,105 shares; 2025Q1: 5,368 shares; 2025Q2: 4,421 shares; 2025Q3: 4,968 shares; 2025Q4: 4,670 shares; 2026Q1: 6,033 shares; 2026Q2: 4,501 shares 4,501 $372K 0.04% -1,532 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,262 shares; 2024Q4: 54,436 shares; 2025Q1: 50,861 shares; 2025Q2: 53,661 shares; 2025Q3: 58,556 shares; 2025Q4: 44,725 shares; 2026Q1: 28,988 shares; 2026Q2: 9,537 shares 9,537 $368K 0.04% -19,451 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,179 shares; 2024Q4: 1,117 shares; 2025Q1: 1,287 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,221 shares; 2026Q1: 1,275 shares; 2026Q2: 1,348 shares 1,348 $367K 0.04% +73 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: 783 shares; 2024Q4: 784 shares; 2025Q1: 955 shares; 2025Q2: 906 shares; 2025Q3: 902 shares; 2025Q4: 983 shares; 2026Q1: 1,019 shares; 2026Q2: 984 shares 984 $356K 0.04% -35 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: 352 shares; 2025Q3: 355 shares; 2025Q4: 301 shares; 2026Q1: 328 shares; 2026Q2: 352 shares 352 $356K 0.04% +24 Timeline RSP 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: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,507 shares; 2026Q1: 1,485 shares; 2026Q2: 1,672 shares 1,672 $356K 0.04% +187 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: 791 shares; 2024Q4: 741 shares; 2025Q1: 796 shares; 2025Q2: 791 shares; 2025Q3: 761 shares; 2025Q4: 775 shares; 2026Q1: 493 shares; 2026Q2: 527 shares 527 $334K 0.04% +34 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 5,910 shares 5,910 $333K 0.04% new 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: 288 shares; 2024Q4: 298 shares; 2025Q1: 384 shares; 2025Q2: 397 shares; 2025Q3: 476 shares; 2025Q4: 4,440 shares; 2026Q1: 4,680 shares; 2026Q2: 4,663 shares 4,663 $333K 0.04% -17 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: not reported; 2026Q1: not reported; 2026Q2: 1,103 shares 1,103 $329K 0.04% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 950 shares 950 $324K 0.04% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,070 shares; 2025Q1: 8,089 shares; 2025Q2: 8,167 shares; 2025Q3: 7,418 shares; 2025Q4: 7,460 shares; 2026Q1: 7,693 shares; 2026Q2: 7,800 shares 7,800 $322K 0.04% +107 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,299 shares; 2024Q4: not reported; 2025Q1: 1,555 shares; 2025Q2: 1,995 shares; 2025Q3: 2,406 shares; 2025Q4: 2,452 shares; 2026Q1: 2,426 shares; 2026Q2: 2,364 shares 2,364 $320K 0.04% -62 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,114 shares; 2025Q2: 2,080 shares; 2025Q3: 2,023 shares; 2025Q4: 2,019 shares; 2026Q1: 2,019 shares; 2026Q2: 2,019 shares 2,019 $312K 0.04% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,032 shares 1,032 $308K 0.03% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,398 shares; 2025Q3: 2,666 shares; 2025Q4: 2,820 shares; 2026Q1: 2,665 shares; 2026Q2: 2,618 shares 2,618 $305K 0.03% -47 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 533 shares; 2025Q3: 540 shares; 2025Q4: not reported; 2026Q1: 487 shares; 2026Q2: 586 shares 586 $304K 0.03% +99 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,661 shares; 2024Q4: 2,461 shares; 2025Q1: 2,706 shares; 2025Q2: 2,551 shares; 2025Q3: 2,534 shares; 2025Q4: 2,534 shares; 2026Q1: 1,659 shares; 2026Q2: 1,786 shares 1,786 $302K 0.03% +127 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: 471 shares; 2024Q4: 460 shares; 2025Q1: 693 shares; 2025Q2: 633 shares; 2025Q3: 775 shares; 2025Q4: 767 shares; 2026Q1: 748 shares; 2026Q2: 580 shares 580 $298K 0.03% -168 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: 2,233 shares; 2025Q4: 2,023 shares; 2026Q1: 1,967 shares; 2026Q2: 2,108 shares 2,108 $295K 0.03% +141 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 240 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 259 shares 259 $293K 0.03% new 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: 1,494 shares; 2025Q3: 1,863 shares; 2025Q4: 1,768 shares; 2026Q1: 1,697 shares; 2026Q2: 1,958 shares 1,958 $287K 0.03% +261 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 1,641 shares; 2025Q4: 1,538 shares; 2026Q1: not reported; 2026Q2: 1,675 shares 1,675 $285K 0.03% new 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: 1,191 shares; 2025Q3: 1,224 shares; 2025Q4: 1,309 shares; 2026Q1: 1,214 shares; 2026Q2: 1,303 shares 1,303 $282K 0.03% +89 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: 1,468 shares; 2025Q3: 1,453 shares; 2025Q4: 1,504 shares; 2026Q1: not reported; 2026Q2: 1,494 shares 1,494 $276K 0.03% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,576 shares 3,576 $276K 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: 3,442 shares; 2025Q1: 3,444 shares; 2025Q2: 4,400 shares; 2025Q3: 4,130 shares; 2025Q4: 4,133 shares; 2026Q1: 4,133 shares; 2026Q2: 3,702 shares 3,702 $272K 0.03% -431 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130 shares 130 $259K 0.03% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: not reported; 2025Q1: 2,005 shares; 2025Q2: not reported; 2025Q3: 2,770 shares; 2025Q4: 3,155 shares; 2026Q1: 1,138 shares; 2026Q2: 1,138 shares 1,138 $258K 0.03% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY 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: 1,274 shares; 2026Q1: 861 shares; 2026Q2: 958 shares 958 $250K 0.03% +97 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,064 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,449 shares 3,449 $248K 0.03% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108 shares 108 $246K 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 561 shares 561 $242K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,927 shares 1,927 $239K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233 shares; 2026Q1: not reported; 2026Q2: 243 shares 243 $238K 0.03% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: 2,852 shares; 2026Q1: 2,859 shares; 2026Q2: 3,052 shares 3,052 $235K 0.03% +193 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: 454 shares; 2025Q4: 470 shares; 2026Q1: 436 shares; 2026Q2: 450 shares 450 $226K 0.03% +14 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: 676 shares; 2025Q4: 601 shares; 2026Q1: not reported; 2026Q2: 662 shares 662 $224K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 640 shares; 2026Q2: 697 shares 697 $219K 0.02% +57 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,993 shares; 2025Q3: 5,799 shares; 2025Q4: 5,968 shares; 2026Q1: not reported; 2026Q2: 1,616 shares 1,616 $219K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,583 shares; 2026Q1: 1,435 shares; 2026Q2: 1,435 shares 1,435 $218K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,138 shares; 2025Q4: 1,139 shares; 2026Q1: not reported; 2026Q2: 1,061 shares 1,061 $213K 0.02% new 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: 1,403 shares 1,403 $213K 0.02% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 11,537 shares; 2026Q1: 11,693 shares; 2026Q2: 11,693 shares 11,693 $207K 0.02% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE 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: 936 shares 936 $204K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,101 shares 2,101 $202K 0.02% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 10,587 shares 10,587 $101K 0.01% new Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 13,376 shares; 2026Q2: 13,376 shares 13,376 $49.1K 0.01% 0 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN 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: 11,300 shares 11,300 $14.8K <0.01% new Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,622 shares; 2025Q1: not reported; 2025Q2: 28,622 shares; 2025Q3: 29,622 shares; 2025Q4: 32,622 shares; 2026Q1: 37,622 shares; 2026Q2: 42,622 shares 42,622 $13.9K <0.01% +5,000 Timeline