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; 2023Q4: 972,613 shares; 2024Q1: 1,005,966 shares; 2024Q2: 1,059,316 shares; 2024Q3: 4,517,361 shares; 2024Q4: 4,781,894 shares; 2025Q1: 4,892,381 shares; 2025Q2: 4,964,241 shares; 2025Q3: 5,084,210 shares 5,084,210 $196M 29.65% +119,969 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; 2023Q4: 924,174 shares; 2024Q1: 962,488 shares; 2024Q2: 1,006,420 shares; 2024Q3: 2,882,949 shares; 2024Q4: 3,105,142 shares; 2025Q1: 3,209,046 shares; 2025Q2: 3,199,602 shares; 2025Q3: 3,239,940 shares 3,239,940 $106M 16.06% +40,338 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; 2023Q4: 633,160 shares; 2024Q1: 633,347 shares; 2024Q2: 640,914 shares; 2024Q3: 1,366,672 shares; 2024Q4: 1,431,103 shares; 2025Q1: 1,482,039 shares; 2025Q2: 1,477,488 shares; 2025Q3: 1,487,693 shares 1,487,693 $47.7M 7.21% +10,205 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 911,695 shares; 2024Q4: 997,805 shares; 2025Q1: 1,033,042 shares; 2025Q2: 1,060,663 shares; 2025Q3: 1,100,984 shares 1,100,984 $41.6M 6.29% +40,321 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; 2023Q4: 657,868 shares; 2024Q1: 623,675 shares; 2024Q2: 617,627 shares; 2024Q3: 593,332 shares; 2024Q4: 586,452 shares; 2025Q1: 502,844 shares; 2025Q2: 497,847 shares; 2025Q3: 485,558 shares 485,558 $35.2M 5.32% -12,289 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 56,372 shares; 2024Q1: 54,610 shares; 2024Q2: 54,610 shares; 2024Q3: 54,252 shares; 2024Q4: 54,015 shares; 2025Q1: 53,882 shares; 2025Q2: 53,882 shares; 2025Q3: 53,882 shares 53,882 $20.4M 3.09% 0 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; 2023Q4: 31,399 shares; 2024Q1: 88,933 shares; 2024Q2: 116,096 shares; 2024Q3: 122,081 shares; 2024Q4: 145,224 shares; 2025Q1: 156,413 shares; 2025Q2: 163,928 shares; 2025Q3: 169,428 shares 169,428 $14.1M 2.14% +5,500 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 118,702 shares; 2024Q1: 111,327 shares; 2024Q2: 111,014 shares; 2024Q3: 110,581 shares; 2024Q4: 110,303 shares; 2025Q1: 110,303 shares; 2025Q2: 108,680 shares; 2025Q3: 107,997 shares 107,997 $9.43M 1.43% -683 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 33,254 shares; 2024Q1: 34,500 shares; 2024Q2: 36,195 shares; 2024Q3: 35,542 shares; 2024Q4: 33,905 shares; 2025Q1: 33,835 shares; 2025Q2: 32,874 shares; 2025Q3: 31,114 shares 31,114 $9.16M 1.38% -1,760 Timeline LIF LIFE360 INC More: the full row for LIFE360 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 903,131 shares; 2024Q4: 76,035 shares; 2025Q1: 69,411 shares; 2025Q2: 61,541 shares; 2025Q3: 72,553 shares 72,553 $7.71M 1.17% +11,012 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,092 shares; 2024Q1: 11,737 shares; 2024Q2: 11,852 shares; 2024Q3: 11,975 shares; 2024Q4: 12,419 shares; 2025Q1: 12,466 shares; 2025Q2: 13,767 shares; 2025Q3: 14,089 shares 14,089 $7.3M 1.1% +322 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; 2023Q4: 172,472 shares; 2024Q1: 172,131 shares; 2024Q2: 167,979 shares; 2024Q3: 167,859 shares; 2024Q4: 159,294 shares; 2025Q1: 157,147 shares; 2025Q2: 157,058 shares; 2025Q3: 153,470 shares 153,470 $6.86M 1.04% -3,588 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; 2023Q4: 17,562 shares; 2024Q1: 18,392 shares; 2024Q2: 18,342 shares; 2024Q3: 19,865 shares; 2024Q4: 19,783 shares; 2025Q1: 19,997 shares; 2025Q2: 19,259 shares; 2025Q3: 19,267 shares 19,267 $6.32M 0.96% +8 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,857 shares; 2024Q1: 2,217 shares; 2024Q2: 23,149 shares; 2024Q3: 24,339 shares; 2024Q4: 25,266 shares; 2025Q1: 25,901 shares; 2025Q2: 29,055 shares; 2025Q3: 31,560 shares 31,560 $5.89M 0.89% +2,505 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,661 shares; 2024Q1: 19,827 shares; 2024Q2: 19,183 shares; 2024Q3: 19,000 shares; 2024Q4: 19,050 shares; 2025Q1: 19,487 shares; 2025Q2: 20,423 shares; 2025Q3: 23,446 shares 23,446 $5.68M 0.86% +3,023 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 198,935 shares; 2025Q1: 192,018 shares; 2025Q2: 175,834 shares; 2025Q3: 175,834 shares 175,834 $5.5M 0.83% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,233 shares; 2024Q1: 15,689 shares; 2024Q2: 16,772 shares; 2024Q3: 17,171 shares; 2024Q4: 18,215 shares; 2025Q1: 18,104 shares; 2025Q2: 18,545 shares; 2025Q3: 19,340 shares 19,340 $4.92M 0.74% +795 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; 2023Q4: 8,685 shares; 2024Q1: 8,502 shares; 2024Q2: 8,459 shares; 2024Q3: 9,197 shares; 2024Q4: 9,128 shares; 2025Q1: 9,183 shares; 2025Q2: 9,146 shares; 2025Q3: 7,042 shares 7,042 $4.69M 0.71% -2,104 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; 2023Q4: 82,449 shares; 2024Q1: 81,772 shares; 2024Q2: 80,605 shares; 2024Q3: 78,475 shares; 2024Q4: 73,138 shares; 2025Q1: 71,981 shares; 2025Q2: 71,920 shares; 2025Q3: 71,368 shares 71,368 $4.15M 0.63% -552 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; 2023Q4: 6,160 shares; 2024Q1: 6,162 shares; 2024Q2: 6,162 shares; 2024Q3: 6,179 shares; 2024Q4: 6,438 shares; 2025Q1: 6,629 shares; 2025Q2: 6,613 shares; 2025Q3: 6,214 shares 6,214 $3.81M 0.58% -399 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,176 shares; 2024Q1: 9,176 shares; 2024Q2: 9,121 shares; 2024Q3: 8,717 shares; 2024Q4: 8,277 shares; 2025Q1: 8,267 shares; 2025Q2: 8,132 shares; 2025Q3: 7,963 shares 7,963 $3.73M 0.56% -169 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; 2023Q4: 11,660 shares; 2024Q1: 12,213 shares; 2024Q2: 12,627 shares; 2024Q3: 12,474 shares; 2024Q4: 13,261 shares; 2025Q1: 13,368 shares; 2025Q2: 14,507 shares; 2025Q3: 15,489 shares 15,489 $3.4M 0.51% +982 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,572 shares; 2024Q1: 9,821 shares; 2024Q2: 10,521 shares; 2024Q3: 10,568 shares; 2024Q4: 12,422 shares; 2025Q1: 12,411 shares; 2025Q2: 12,786 shares; 2025Q3: 13,112 shares 13,112 $3.19M 0.48% +326 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; 2023Q4: 23,206 shares; 2024Q1: 23,596 shares; 2024Q2: 23,925 shares; 2024Q3: 24,725 shares; 2024Q4: 34,987 shares; 2025Q1: 34,186 shares; 2025Q2: 38,440 shares; 2025Q3: 41,486 shares 41,486 $3.05M 0.46% +3,046 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; 2023Q4: 25,194 shares; 2024Q1: 23,909 shares; 2024Q2: 23,502 shares; 2024Q3: 21,525 shares; 2024Q4: 20,247 shares; 2025Q1: 20,323 shares; 2025Q2: 20,335 shares; 2025Q3: 20,294 shares 20,294 $2.8M 0.42% -41 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; 2023Q4: 2,991 shares; 2024Q1: 3,106 shares; 2024Q2: 3,025 shares; 2024Q3: 2,982 shares; 2024Q4: 3,152 shares; 2025Q1: 3,171 shares; 2025Q2: 3,579 shares; 2025Q3: 3,772 shares 3,772 $2.77M 0.42% +193 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 42,832 shares; 2024Q1: 42,013 shares; 2024Q2: 41,668 shares; 2024Q3: 41,383 shares; 2024Q4: 41,383 shares; 2025Q1: 41,383 shares; 2025Q2: 40,700 shares; 2025Q3: 40,700 shares 40,700 $2.68M 0.41% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,843 shares; 2024Q1: 8,795 shares; 2024Q2: 9,132 shares; 2024Q3: 9,352 shares; 2024Q4: 12,173 shares; 2025Q1: 11,916 shares; 2025Q2: 10,364 shares; 2025Q3: 10,833 shares 10,833 $2.64M 0.4% +469 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; 2023Q4: 42,919 shares; 2024Q1: 42,651 shares; 2024Q2: 41,037 shares; 2024Q3: 40,238 shares; 2024Q4: 40,128 shares; 2025Q1: 39,271 shares; 2025Q2: 38,904 shares; 2025Q3: 36,388 shares 36,388 $2.49M 0.38% -2,516 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; 2023Q4: 4,967 shares; 2024Q1: 5,048 shares; 2024Q2: 4,902 shares; 2024Q3: 4,902 shares; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 4,990 shares; 2025Q3: 4,990 shares 4,990 $2.39M 0.36% 0 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,499 shares 47,499 $2.39M 0.36% new Timeline AVSD 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; 2023Q4: 26,465 shares; 2024Q1: 26,112 shares; 2024Q2: 26,840 shares; 2024Q3: 27,748 shares; 2024Q4: 32,270 shares; 2025Q1: 32,046 shares; 2025Q2: 31,325 shares; 2025Q3: 31,304 shares 31,304 $2.24M 0.34% -21 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; 2023Q4: 13,944 shares; 2024Q1: 18,608 shares; 2024Q2: 18,712 shares; 2024Q3: 18,816 shares; 2024Q4: 21,339 shares; 2025Q1: 22,261 shares; 2025Q2: 24,334 shares; 2025Q3: 27,544 shares 27,544 $2.17M 0.33% +3,210 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,034 shares; 2024Q1: 3,970 shares; 2024Q2: 4,470 shares; 2024Q3: 4,947 shares; 2024Q4: 5,439 shares; 2025Q1: 5,221 shares; 2025Q2: 5,915 shares; 2025Q3: 6,592 shares 6,592 $1.84M 0.28% +677 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 819 shares; 2024Q1: 629 shares; 2024Q2: 501 shares; 2024Q3: 4,591 shares; 2024Q4: 4,661 shares; 2025Q1: 4,067 shares; 2025Q2: 4,929 shares; 2025Q3: 4,914 shares 4,914 $1.62M 0.25% -15 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; 2023Q4: 14,952 shares; 2024Q1: 16,313 shares; 2024Q2: 16,503 shares; 2024Q3: 16,581 shares; 2024Q4: 17,288 shares; 2025Q1: 17,926 shares; 2025Q2: 19,389 shares; 2025Q3: 20,792 shares 20,792 $1.56M 0.24% +1,403 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; 2023Q4: 4,539 shares; 2024Q1: 4,555 shares; 2024Q2: 4,555 shares; 2024Q3: 4,570 shares; 2024Q4: 4,599 shares; 2025Q1: 4,615 shares; 2025Q2: 4,777 shares; 2025Q3: 4,777 shares 4,777 $1.47M 0.22% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,529 shares; 2024Q1: 4,571 shares; 2024Q2: 4,420 shares; 2024Q3: 4,370 shares; 2024Q4: 4,364 shares; 2025Q1: 4,268 shares; 2025Q2: 4,425 shares; 2025Q3: 4,658 shares 4,658 $1.47M 0.22% +233 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,080 shares; 2024Q1: 5,113 shares; 2024Q2: 5,063 shares; 2024Q3: 5,024 shares; 2024Q4: 4,909 shares; 2025Q1: 4,923 shares; 2025Q2: 4,799 shares; 2025Q3: 4,827 shares 4,827 $1.45M 0.22% +28 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,743 shares; 2024Q1: 5,236 shares; 2024Q2: 5,242 shares; 2024Q3: 5,254 shares; 2024Q4: 5,254 shares; 2025Q1: 5,254 shares; 2025Q2: 5,269 shares; 2025Q3: 5,269 shares 5,269 $1.43M 0.22% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,565 shares; 2024Q1: 13,565 shares; 2024Q2: 13,565 shares; 2024Q3: 13,565 shares; 2024Q4: 13,565 shares; 2025Q1: 13,565 shares; 2025Q2: 13,565 shares; 2025Q3: 13,565 shares 13,565 $1.41M 0.21% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,554 shares; 2024Q1: 2,318 shares; 2024Q2: 2,417 shares; 2024Q3: 2,570 shares; 2024Q4: 2,684 shares; 2025Q1: 2,428 shares; 2025Q2: 2,847 shares; 2025Q3: 3,088 shares 3,088 $1.37M 0.21% +241 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; 2023Q4: 2,252 shares; 2024Q1: 2,297 shares; 2024Q2: 2,356 shares; 2024Q3: 2,395 shares; 2024Q4: 2,393 shares; 2025Q1: 2,551 shares; 2025Q2: 2,599 shares; 2025Q3: 2,729 shares 2,729 $1.37M 0.21% +130 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; 2023Q4: 1,676 shares; 2024Q1: 1,284 shares; 2024Q2: 1,278 shares; 2024Q3: 1,332 shares; 2024Q4: 1,270 shares; 2025Q1: 1,319 shares; 2025Q2: 1,574 shares; 2025Q3: 1,776 shares 1,776 $1.36M 0.2% +202 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,064 shares; 2024Q1: 1,045 shares; 2024Q2: 969 shares; 2024Q3: 960 shares; 2024Q4: 991 shares; 2025Q1: 980 shares; 2025Q2: 1,066 shares; 2025Q3: 1,094 shares 1,094 $1.31M 0.2% +28 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,805 shares; 2024Q1: 3,797 shares; 2024Q2: 3,797 shares; 2024Q3: 3,797 shares; 2024Q4: 3,797 shares; 2025Q1: 3,797 shares; 2025Q2: 3,489 shares; 2025Q3: 3,489 shares 3,489 $1.28M 0.19% 0 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; 2023Q4: 1,249 shares; 2024Q1: 1,259 shares; 2024Q2: 1,267 shares; 2024Q3: 1,289 shares; 2024Q4: 1,299 shares; 2025Q1: 1,298 shares; 2025Q2: 1,502 shares; 2025Q3: 1,522 shares 1,522 $1.21M 0.18% +20 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,130 shares; 2024Q1: 12,130 shares; 2024Q2: 12,130 shares; 2024Q3: 12,130 shares; 2024Q4: 11,925 shares; 2025Q1: 11,925 shares; 2025Q2: 11,925 shares; 2025Q3: 9,938 shares 9,938 $1.2M 0.18% -1,987 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; 2023Q4: 9,494 shares; 2024Q1: 11,456 shares; 2024Q2: 11,795 shares; 2024Q3: 11,625 shares; 2024Q4: 45,635 shares; 2025Q1: 35,401 shares; 2025Q2: 39,863 shares; 2025Q3: 45,903 shares 45,903 $1.18M 0.18% +6,040 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; 2023Q4: 47,142 shares; 2024Q1: 45,618 shares; 2024Q2: 38,663 shares; 2024Q3: 38,663 shares; 2024Q4: 38,247 shares; 2025Q1: 38,068 shares; 2025Q2: 37,983 shares; 2025Q3: 37,473 shares 37,473 $1.18M 0.18% -510 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; 2023Q4: 18,959 shares; 2024Q1: 19,013 shares; 2024Q2: 18,989 shares; 2024Q3: 19,015 shares; 2024Q4: 19,159 shares; 2025Q1: 19,205 shares; 2025Q2: 19,227 shares; 2025Q3: 19,207 shares 19,207 $1.15M 0.17% -20 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,065 shares; 2024Q1: 17,065 shares; 2024Q2: 17,078 shares; 2024Q3: 17,078 shares; 2024Q4: 17,078 shares; 2025Q1: 17,078 shares; 2025Q2: 17,078 shares; 2025Q3: 17,080 shares 17,080 $1.08M 0.16% +2 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,793 shares; 2024Q1: 19,793 shares; 2024Q2: 19,793 shares; 2024Q3: 19,793 shares; 2024Q4: 19,793 shares; 2025Q1: 19,793 shares; 2025Q2: 19,793 shares; 2025Q3: 19,793 shares 19,793 $1M 0.15% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,678 shares; 2024Q2: 1,717 shares; 2024Q3: 1,887 shares; 2024Q4: 1,908 shares; 2025Q1: 1,995 shares; 2025Q2: 2,813 shares; 2025Q3: 3,534 shares 3,534 $994K 0.15% +721 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,623 shares; 2024Q1: 4,623 shares; 2024Q2: 4,623 shares; 2024Q3: 4,623 shares; 2024Q4: 4,623 shares; 2025Q1: 4,623 shares; 2025Q2: 5,048 shares; 2025Q3: 5,048 shares 5,048 $989K 0.15% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,631 shares; 2024Q1: 23,944 shares; 2024Q2: 22,463 shares; 2024Q3: 22,463 shares; 2024Q4: 22,463 shares; 2025Q1: 21,748 shares; 2025Q2: 21,567 shares; 2025Q3: 15,067 shares 15,067 $983K 0.15% -6,500 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,284 shares; 2024Q3: 1,286 shares; 2024Q4: 1,535 shares; 2025Q1: 1,486 shares; 2025Q2: 1,572 shares; 2025Q3: 1,573 shares 1,573 $967K 0.15% +1 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,995 shares; 2024Q1: 15,630 shares; 2024Q2: 15,618 shares; 2024Q3: 15,618 shares; 2024Q4: 15,531 shares; 2025Q1: 15,531 shares; 2025Q2: 15,531 shares; 2025Q3: 15,531 shares 15,531 $957K 0.14% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,367 shares; 2024Q1: 1,093 shares; 2024Q2: 1,058 shares; 2024Q3: 1,014 shares; 2024Q4: 991 shares; 2025Q1: 955 shares; 2025Q2: 1,019 shares; 2025Q3: 1,032 shares 1,032 $955K 0.14% +13 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; 2023Q4: 5,471 shares; 2024Q1: 7,173 shares; 2024Q2: 6,829 shares; 2024Q3: 6,907 shares; 2024Q4: 7,143 shares; 2025Q1: 7,184 shares; 2025Q2: 7,184 shares; 2025Q3: 5,090 shares 5,090 $949K 0.14% -2,094 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; 2023Q4: 2,483 shares; 2024Q1: 1,786 shares; 2024Q2: 1,757 shares; 2024Q3: 1,825 shares; 2024Q4: 1,839 shares; 2025Q1: 1,857 shares; 2025Q2: 2,062 shares; 2025Q3: 2,142 shares 2,142 $868K 0.13% +80 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,917 shares; 2024Q1: 14,992 shares; 2024Q2: 15,068 shares; 2024Q3: 14,859 shares; 2024Q4: 14,907 shares; 2025Q1: 14,932 shares; 2025Q2: 14,932 shares; 2025Q3: 14,932 shares 14,932 $826K 0.12% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,671 shares; 2024Q1: 3,671 shares; 2024Q2: 3,671 shares; 2024Q3: 3,671 shares; 2024Q4: 3,849 shares; 2025Q1: 3,849 shares; 2025Q2: 3,849 shares; 2025Q3: 3,849 shares 3,849 $806K 0.12% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,765 shares; 2024Q1: 2,765 shares; 2024Q2: 2,765 shares; 2024Q3: 2,765 shares; 2024Q4: 2,765 shares; 2025Q1: 2,765 shares; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares 2,765 $774K 0.12% 0 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; 2023Q4: 12,193 shares; 2024Q1: 16,239 shares; 2024Q2: 16,333 shares; 2024Q3: 16,478 shares; 2024Q4: 16,678 shares; 2025Q1: 16,850 shares; 2025Q2: 10,185 shares; 2025Q3: 10,037 shares 10,037 $746K 0.11% -148 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 885 shares; 2024Q1: 954 shares; 2024Q2: 965 shares; 2024Q3: 1,211 shares; 2024Q4: 1,384 shares; 2025Q1: 1,426 shares; 2025Q2: 1,940 shares; 2025Q3: 2,034 shares 2,034 $694K 0.1% +94 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; 2023Q4: 5,998 shares; 2024Q1: 6,100 shares; 2024Q2: 6,196 shares; 2024Q3: 6,198 shares; 2024Q4: 7,179 shares; 2025Q1: 7,284 shares; 2025Q2: 7,934 shares; 2025Q3: 8,204 shares 8,204 $688K 0.1% +270 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; 2023Q4: 2,275 shares; 2024Q1: 1,775 shares; 2024Q2: 1,822 shares; 2024Q3: 1,810 shares; 2024Q4: 1,939 shares; 2025Q1: 1,919 shares; 2025Q2: 1,927 shares; 2025Q3: 1,962 shares 1,962 $677K 0.1% +35 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,649 shares; 2024Q1: 12,173 shares; 2024Q2: 13,111 shares; 2024Q3: 13,432 shares; 2024Q4: 14,068 shares; 2025Q1: 13,960 shares; 2025Q2: 13,886 shares; 2025Q3: 14,087 shares 14,087 $677K 0.1% +201 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,606 shares; 2024Q1: 3,606 shares; 2024Q2: 1,671 shares; 2024Q3: 1,671 shares; 2024Q4: 1,671 shares; 2025Q1: 1,671 shares; 2025Q2: 1,671 shares; 2025Q3: 1,671 shares 1,671 $672K 0.1% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 910 shares; 2024Q1: 957 shares; 2024Q2: 910 shares; 2024Q3: 910 shares; 2024Q4: 1,105 shares; 2025Q1: 948 shares; 2025Q2: 997 shares; 2025Q3: 997 shares 997 $667K 0.1% 0 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; 2023Q4: 10,572 shares; 2024Q1: 10,581 shares; 2024Q2: 10,621 shares; 2024Q3: 11,213 shares; 2024Q4: 11,476 shares; 2025Q1: 12,159 shares; 2025Q2: 12,159 shares; 2025Q3: 12,162 shares 12,162 $659K 0.1% +3 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; 2023Q4: 3,059 shares; 2024Q1: 3,121 shares; 2024Q2: 3,065 shares; 2024Q3: 3,078 shares; 2024Q4: 3,085 shares; 2025Q1: 3,094 shares; 2025Q2: 3,094 shares; 2025Q3: 3,094 shares 3,094 $646K 0.1% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,820 shares; 2024Q1: 3,820 shares; 2024Q2: 3,820 shares; 2024Q3: 3,820 shares; 2024Q4: 3,820 shares; 2025Q1: 3,820 shares; 2025Q2: 3,628 shares; 2025Q3: 3,628 shares 3,628 $642K 0.1% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,040 shares; 2024Q1: 13,139 shares; 2024Q2: 13,245 shares; 2024Q3: 13,357 shares; 2024Q4: 13,513 shares; 2025Q1: 13,634 shares; 2025Q2: 7,984 shares; 2025Q3: 7,997 shares 7,997 $631K 0.1% +13 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,279 shares; 2024Q1: 2,293 shares; 2024Q2: 2,291 shares; 2024Q3: 2,289 shares; 2024Q4: 2,293 shares; 2025Q1: 2,304 shares; 2025Q2: 2,352 shares; 2025Q3: 2,356 shares 2,356 $614K 0.09% +4 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; 2023Q4: 1,098 shares; 2024Q1: 1,207 shares; 2024Q2: 1,204 shares; 2024Q3: 1,203 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,004 shares; 2025Q3: 1,011 shares 1,011 $607K 0.09% +7 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,674 shares; 2024Q1: 8,039 shares; 2024Q2: 8,084 shares; 2024Q3: 9,444 shares; 2024Q4: 12,120 shares; 2025Q1: 12,135 shares; 2025Q2: 12,892 shares; 2025Q3: 14,555 shares 14,555 $598K 0.09% +1,663 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,357 shares; 2024Q1: 5,800 shares; 2024Q2: 5,686 shares; 2024Q3: 5,699 shares; 2024Q4: 5,725 shares; 2025Q1: 5,455 shares; 2025Q2: 5,466 shares; 2025Q3: 5,276 shares 5,276 $592K 0.09% -190 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,213 shares; 2024Q3: 3,571 shares; 2024Q4: 3,665 shares; 2025Q1: 3,668 shares; 2025Q2: 5,124 shares; 2025Q3: 5,498 shares 5,498 $567K 0.09% +374 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,761 shares; 2024Q1: 14,745 shares; 2024Q2: 15,150 shares; 2024Q3: 20,763 shares; 2024Q4: 19,948 shares; 2025Q1: 23,161 shares; 2025Q2: 19,446 shares; 2025Q3: 19,741 shares 19,741 $539K 0.08% +295 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,911 shares; 2024Q4: 7,089 shares; 2025Q1: 7,105 shares; 2025Q2: 6,748 shares; 2025Q3: 7,419 shares 7,419 $534K 0.08% +671 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,906 shares; 2025Q3: 4,906 shares 4,906 $533K 0.08% 0 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; 2023Q4: 362 shares; 2024Q1: 410 shares; 2024Q2: 414 shares; 2024Q3: 398 shares; 2024Q4: 451 shares; 2025Q1: 442 shares; 2025Q2: 477 shares; 2025Q3: 533 shares 533 $516K 0.08% +56 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; 2023Q4: 3,669 shares; 2024Q1: 5,050 shares; 2024Q2: 5,338 shares; 2024Q3: 5,522 shares; 2024Q4: 5,507 shares; 2025Q1: 5,620 shares; 2025Q2: 4,170 shares; 2025Q3: 4,558 shares 4,558 $514K 0.08% +388 Timeline AVSE 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; 2023Q4: 12,488 shares; 2024Q1: 12,123 shares; 2024Q2: 12,151 shares; 2024Q3: 11,826 shares; 2024Q4: 12,078 shares; 2025Q1: 11,214 shares; 2025Q2: 9,661 shares; 2025Q3: 8,042 shares 8,042 $511K 0.08% -1,619 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 2,394 shares; 2025Q3: 2,358 shares 2,358 $501K 0.08% -36 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 487 shares; 2024Q2: 523 shares; 2024Q3: 587 shares; 2024Q4: 614 shares; 2025Q1: 632 shares; 2025Q2: 817 shares; 2025Q3: 881 shares 881 $501K 0.08% +64 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 2,645 shares; 2024Q2: 2,841 shares; 2024Q3: 2,831 shares; 2024Q4: 3,740 shares; 2025Q1: 3,596 shares; 2025Q2: 4,016 shares; 2025Q3: 4,079 shares 4,079 $494K 0.07% +63 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,509 shares; 2024Q1: 1,877 shares; 2024Q2: 1,898 shares; 2024Q3: 1,954 shares; 2024Q4: 1,950 shares; 2025Q1: 1,907 shares; 2025Q2: 2,037 shares; 2025Q3: 2,107 shares 2,107 $488K 0.07% +70 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 671 shares; 2024Q2: 695 shares; 2024Q3: 714 shares; 2024Q4: 699 shares; 2025Q1: 697 shares; 2025Q2: 721 shares; 2025Q3: 744 shares 744 $483K 0.07% +23 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,030 shares; 2024Q1: 2,054 shares; 2024Q2: 1,588 shares; 2024Q3: 1,820 shares; 2024Q4: 1,629 shares; 2025Q1: 2,031 shares; 2025Q2: 2,101 shares; 2025Q3: 2,566 shares 2,566 $476K 0.07% +465 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,347 shares; 2025Q3: 2,524 shares 2,524 $460K 0.07% +177 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; 2023Q4: 1,231 shares; 2024Q1: 2,251 shares; 2024Q2: 2,229 shares; 2024Q3: 2,519 shares; 2024Q4: 2,823 shares; 2025Q1: 2,887 shares; 2025Q2: 1,454 shares; 2025Q3: 1,623 shares 1,623 $458K 0.07% +169 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,190 shares; 2024Q1: 5,373 shares; 2024Q2: 5,282 shares; 2024Q3: 4,917 shares; 2024Q4: 5,452 shares; 2025Q1: 5,420 shares; 2025Q2: 5,866 shares; 2025Q3: 6,321 shares 6,321 $452K 0.07% +455 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; 2023Q4: 1,459 shares; 2024Q1: 1,464 shares; 2024Q2: 1,464 shares; 2024Q3: 1,447 shares; 2024Q4: 1,452 shares; 2025Q1: 1,516 shares; 2025Q2: 1,496 shares; 2025Q3: 1,496 shares 1,496 $439K 0.07% 0 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; 2023Q4: 12,701 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,647 shares; 2025Q1: not reported; 2025Q2: 8,194 shares; 2025Q3: 8,353 shares 8,353 $431K 0.07% +159 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 2,910 shares; 2024Q2: 2,917 shares; 2024Q3: 2,927 shares; 2024Q4: 2,936 shares; 2025Q1: 2,944 shares; 2025Q2: 2,944 shares; 2025Q3: 2,944 shares 2,944 $429K 0.06% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,130 shares; 2024Q4: 13,187 shares; 2025Q1: 13,224 shares; 2025Q2: 13,286 shares; 2025Q3: 13,345 shares 13,345 $425K 0.06% +59 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; 2023Q4: not reported; 2024Q1: 1,873 shares; 2024Q2: 1,873 shares; 2024Q3: 1,880 shares; 2024Q4: 1,862 shares; 2025Q1: 1,868 shares; 2025Q2: 1,938 shares; 2025Q3: 1,938 shares 1,938 $418K 0.06% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,918 shares; 2024Q4: 4,345 shares; 2025Q1: 4,349 shares; 2025Q2: 5,543 shares; 2025Q3: 12,099 shares 12,099 $413K 0.06% +6,556 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,211 shares; 2024Q1: 1,211 shares; 2024Q2: 1,211 shares; 2024Q3: 1,220 shares; 2024Q4: 1,415 shares; 2025Q1: 1,437 shares; 2025Q2: 1,586 shares; 2025Q3: 1,588 shares 1,588 $412K 0.06% +2 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 700 shares; 2024Q1: 3,500 shares; 2024Q2: 3,500 shares; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500 $403K 0.06% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 863 shares; 2024Q1: 821 shares; 2024Q2: 819 shares; 2024Q3: 828 shares; 2024Q4: 1,008 shares; 2025Q1: 989 shares; 2025Q2: 1,119 shares; 2025Q3: 1,119 shares 1,119 $399K 0.06% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 33,654 shares; 2024Q1: 34,275 shares; 2024Q2: 34,991 shares; 2024Q3: 34,834 shares; 2024Q4: 38,518 shares; 2025Q1: 35,618 shares; 2025Q2: 33,057 shares; 2025Q3: 37,698 shares 37,698 $395K 0.06% +4,641 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,273 shares; 2025Q1: 1,283 shares; 2025Q2: 1,511 shares; 2025Q3: 1,553 shares 1,553 $392K 0.06% +42 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,208 shares; 2024Q1: 6,208 shares; 2024Q2: 5,832 shares; 2024Q3: 5,742 shares; 2024Q4: 5,701 shares; 2025Q1: 5,701 shares; 2025Q2: 5,611 shares; 2025Q3: 4,000 shares 4,000 $384K 0.06% -1,611 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 8,239 shares; 2024Q2: 9,827 shares; 2024Q3: 9,579 shares; 2024Q4: 9,901 shares; 2025Q1: 10,245 shares; 2025Q2: 11,087 shares; 2025Q3: 12,656 shares 12,656 $383K 0.06% +1,569 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,068 shares; 2024Q1: 4,068 shares; 2024Q2: 4,068 shares; 2024Q3: 4,068 shares; 2024Q4: 4,068 shares; 2025Q1: 4,068 shares; 2025Q2: 4,068 shares; 2025Q3: 4,068 shares 4,068 $380K 0.06% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,576 shares; 2025Q2: 1,785 shares; 2025Q3: 2,111 shares 2,111 $377K 0.06% +326 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,556 shares; 2024Q1: 746 shares; 2024Q2: 751 shares; 2024Q3: 759 shares; 2024Q4: 762 shares; 2025Q1: 763 shares; 2025Q2: 766 shares; 2025Q3: 808 shares 808 $369K 0.06% +42 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,836 shares; 2024Q1: 1,836 shares; 2024Q2: 1,836 shares; 2024Q3: 1,836 shares; 2024Q4: 1,836 shares; 2025Q1: 1,373 shares; 2025Q2: 1,373 shares; 2025Q3: 1,202 shares 1,202 $353K 0.05% -171 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; 2023Q4: 3,822 shares; 2024Q1: 4,056 shares; 2024Q2: 3,816 shares; 2024Q3: 3,931 shares; 2024Q4: 4,039 shares; 2025Q1: 4,208 shares; 2025Q2: 5,564 shares; 2025Q3: 5,185 shares 5,185 $344K 0.05% -379 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; 2023Q4: 3,630 shares; 2024Q1: 3,721 shares; 2024Q2: 3,640 shares; 2024Q3: 3,655 shares; 2024Q4: 3,677 shares; 2025Q1: 3,690 shares; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares 3,690 $337K 0.05% 0 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; 2023Q4: 9,043 shares; 2024Q1: 11,452 shares; 2024Q2: 11,699 shares; 2024Q3: 11,750 shares; 2024Q4: 12,201 shares; 2025Q1: 12,231 shares; 2025Q2: 6,807 shares; 2025Q3: 6,813 shares 6,813 $337K 0.05% +6 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,895 shares; 2024Q1: 1,896 shares; 2024Q2: 1,896 shares; 2024Q3: 1,896 shares; 2024Q4: 1,897 shares; 2025Q1: 1,897 shares; 2025Q2: 1,897 shares; 2025Q3: 1,897 shares 1,897 $331K 0.05% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,869 shares; 2025Q3: 1,949 shares 1,949 $326K 0.05% +80 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; 2023Q4: 3,293 shares; 2024Q1: 1,973 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 2,159 shares; 2025Q3: 2,245 shares 2,245 $324K 0.05% +86 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; 2023Q4: 2,310 shares; 2024Q1: 2,310 shares; 2024Q2: 2,310 shares; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares 2,310 $324K 0.05% 0 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,224 shares; 2025Q3: 5,729 shares 5,729 $322K 0.05% +505 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,722 shares; 2024Q1: 1,617 shares; 2024Q2: 1,636 shares; 2024Q3: 1,594 shares; 2024Q4: 1,664 shares; 2025Q1: 1,749 shares; 2025Q2: 1,737 shares; 2025Q3: 2,069 shares 2,069 $321K 0.05% +332 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,289 shares; 2024Q1: 3,793 shares; 2024Q2: 3,634 shares; 2024Q3: 3,641 shares; 2024Q4: 3,515 shares; 2025Q1: 3,607 shares; 2025Q2: 3,614 shares; 2025Q3: 3,617 shares 3,617 $321K 0.05% +3 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; 2023Q4: not reported; 2024Q1: 314 shares; 2024Q2: 317 shares; 2024Q3: 322 shares; 2024Q4: 325 shares; 2025Q1: 329 shares; 2025Q2: 326 shares; 2025Q3: 335 shares 335 $320K 0.05% +9 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,938 shares; 2024Q1: 3,938 shares; 2024Q2: 3,938 shares; 2024Q3: 3,938 shares; 2024Q4: 3,938 shares; 2025Q1: 3,938 shares; 2025Q2: 3,938 shares; 2025Q3: 3,173 shares 3,173 $317K 0.05% -765 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,998 shares; 2024Q3: 2,016 shares; 2024Q4: 2,071 shares; 2025Q1: 1,906 shares; 2025Q2: 1,975 shares; 2025Q3: 2,402 shares 2,402 $308K 0.05% +427 Timeline IGPT 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; 2023Q4: 5,700 shares; 2024Q1: 5,700 shares; 2024Q2: 5,700 shares; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares 5,700 $308K 0.05% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,863 shares; 2024Q1: 1,272 shares; 2024Q2: 1,170 shares; 2024Q3: 1,277 shares; 2024Q4: 874 shares; 2025Q1: 891 shares; 2025Q2: 964 shares; 2025Q3: 995 shares 995 $302K 0.05% +31 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 5,941 shares; 2024Q2: 6,539 shares; 2024Q3: 6,546 shares; 2024Q4: 6,555 shares; 2025Q1: 6,561 shares; 2025Q2: 6,561 shares; 2025Q3: 6,561 shares 6,561 $300K 0.05% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 562 shares; 2024Q1: 576 shares; 2024Q2: 579 shares; 2024Q3: 594 shares; 2024Q4: 587 shares; 2025Q1: 593 shares; 2025Q2: 608 shares; 2025Q3: 611 shares 611 $300K 0.05% +3 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,666 shares; 2024Q3: 2,758 shares; 2024Q4: 14,546 shares; 2025Q1: 11,623 shares; 2025Q2: 17,678 shares; 2025Q3: 21,258 shares 21,258 $297K 0.04% +3,580 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,592 shares; 2025Q3: 4,046 shares 4,046 $287K 0.04% +454 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 876 shares; 2025Q1: 824 shares; 2025Q2: 1,158 shares; 2025Q3: 1,065 shares 1,065 $285K 0.04% -93 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 818 shares; 2025Q3: 851 shares 851 $283K 0.04% +33 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,661 shares; 2024Q4: 1,695 shares; 2025Q1: 1,677 shares; 2025Q2: 1,712 shares; 2025Q3: 1,762 shares 1,762 $278K 0.04% +50 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; 2023Q4: 2,554 shares; 2024Q1: 1,419 shares; 2024Q2: 1,734 shares; 2024Q3: 1,548 shares; 2024Q4: 1,642 shares; 2025Q1: 1,729 shares; 2025Q2: 2,046 shares; 2025Q3: 1,790 shares 1,790 $275K 0.04% -256 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 803 shares; 2024Q4: not reported; 2025Q1: 858 shares; 2025Q2: 1,062 shares; 2025Q3: 1,111 shares 1,111 $274K 0.04% +49 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,520 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,040 shares; 2025Q3: 2,043 shares 2,043 $274K 0.04% +3 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,405 shares 6,405 $272K 0.04% new Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,234 shares; 2024Q1: 4,234 shares; 2024Q2: 4,234 shares; 2024Q3: 4,234 shares; 2024Q4: 4,234 shares; 2025Q1: 4,234 shares; 2025Q2: 4,234 shares; 2025Q3: 4,234 shares 4,234 $272K 0.04% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 944 shares; 2024Q4: 945 shares; 2025Q1: not reported; 2025Q2: 796 shares; 2025Q3: 806 shares 806 $272K 0.04% +10 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,782 shares; 2024Q1: 4,833 shares; 2024Q2: 4,938 shares; 2024Q3: 4,980 shares; 2024Q4: 5,143 shares; 2025Q1: 5,158 shares; 2025Q2: 2,833 shares; 2025Q3: 2,838 shares 2,838 $270K 0.04% +5 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: 228 shares 228 $266K 0.04% +13 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; 2023Q4: not reported; 2024Q1: 1,317 shares; 2024Q2: 1,303 shares; 2024Q3: 1,406 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,621 shares 1,621 $262K 0.04% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,028 shares 10,028 $262K 0.04% new 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; 2023Q4: not reported; 2024Q1: 2,356 shares; 2024Q2: 2,348 shares; 2024Q3: 2,382 shares; 2024Q4: 2,464 shares; 2025Q1: 2,543 shares; 2025Q2: 1,471 shares; 2025Q3: 1,582 shares 1,582 $257K 0.04% +111 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,260 shares; 2024Q1: 2,119 shares; 2024Q2: 2,148 shares; 2024Q3: 2,143 shares; 2024Q4: 2,044 shares; 2025Q1: 2,104 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares 1,536 $255K 0.04% 0 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,418 shares; 2025Q1: not reported; 2025Q2: 5,073 shares; 2025Q3: 5,844 shares 5,844 $255K 0.04% +771 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,339 shares; 2025Q3: 3,339 shares 3,339 $254K 0.04% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,618 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,496 shares; 2025Q1: 3,687 shares; 2025Q2: 3,154 shares; 2025Q3: 3,663 shares 3,663 $251K 0.04% +509 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 34,540 shares; 2024Q1: 36,428 shares; 2024Q2: 38,772 shares; 2024Q3: 40,843 shares; 2024Q4: 42,641 shares; 2025Q1: 44,185 shares; 2025Q2: 49,660 shares; 2025Q3: 55,092 shares 55,092 $250K 0.04% +5,432 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,091 shares 6,091 $250K 0.04% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 2,736 shares; 2024Q2: 2,736 shares; 2024Q3: 2,764 shares; 2024Q4: 2,779 shares; 2025Q1: 2,791 shares; 2025Q2: 2,791 shares; 2025Q3: 2,791 shares 2,791 $249K 0.04% 0 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 6,203 shares; 2024Q2: 7,642 shares; 2024Q3: 6,980 shares; 2024Q4: 6,789 shares; 2025Q1: 6,336 shares; 2025Q2: 6,019 shares; 2025Q3: 5,888 shares 5,888 $247K 0.04% -131 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,346 shares; 2025Q2: 3,347 shares; 2025Q3: 3,348 shares 3,348 $246K 0.04% +1 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,482 shares; 2024Q1: 7,932 shares; 2024Q2: not reported; 2024Q3: 4,527 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,527 shares; 2025Q3: 4,527 shares 4,527 $242K 0.04% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 879 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,105 shares; 2025Q3: 1,172 shares 1,172 $240K 0.04% +67 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,127 shares; 2024Q4: 7,161 shares; 2025Q1: 7,191 shares; 2025Q2: 7,225 shares; 2025Q3: 7,257 shares 7,257 $239K 0.04% +32 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,628 shares 6,628 $235K 0.04% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 658 shares; 2025Q3: 658 shares 658 $234K 0.04% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,617 shares; 2025Q3: 2,446 shares 2,446 $234K 0.04% -171 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,661 shares; 2024Q3: 10,689 shares; 2024Q4: 11,483 shares; 2025Q1: 11,605 shares; 2025Q2: 11,849 shares; 2025Q3: 13,947 shares 13,947 $233K 0.04% +2,098 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,286 shares; 2025Q3: 6,286 shares 6,286 $229K 0.03% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,932 shares 10,932 $226K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 457 shares; 2025Q3: 475 shares 475 $226K 0.03% +18 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 610 shares 610 $226K 0.03% +6 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,287 shares; 2025Q3: 6,291 shares 6,291 $225K 0.03% +4 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,779 shares 1,779 $224K 0.03% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,656 shares 1,656 $222K 0.03% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 2,680 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,441 shares 4,441 $218K 0.03% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares 1,490 $217K 0.03% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 236 shares 236 $217K 0.03% -49 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,939 shares; 2024Q4: 12,383 shares; 2025Q1: 12,550 shares; 2025Q2: 7,109 shares; 2025Q3: 7,661 shares 7,661 $216K 0.03% +552 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,356 shares; 2024Q3: 10,345 shares; 2024Q4: 11,354 shares; 2025Q1: 11,494 shares; 2025Q2: 13,622 shares; 2025Q3: 13,055 shares 13,055 $212K 0.03% -567 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,999 shares; 2024Q1: 26,371 shares; 2024Q2: not reported; 2024Q3: 15,733 shares; 2024Q4: not reported; 2025Q1: 17,603 shares; 2025Q2: 28,361 shares; 2025Q3: 40,529 shares 40,529 $212K 0.03% +12,168 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 308 shares 308 $210K 0.03% -4 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,148 shares; 2024Q1: 2,186 shares; 2024Q2: 2,211 shares; 2024Q3: 2,296 shares; 2024Q4: 2,237 shares; 2025Q1: 2,064 shares; 2025Q2: 2,241 shares; 2025Q3: 2,226 shares 2,226 $210K 0.03% -15 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,320 shares; 2024Q1: 1,267 shares; 2024Q2: 805 shares; 2024Q3: 878 shares; 2024Q4: 889 shares; 2025Q1: 881 shares; 2025Q2: 1,054 shares; 2025Q3: 848 shares 848 $209K 0.03% -206 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,994 shares 1,994 $209K 0.03% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,288 shares; 2024Q1: 23,351 shares; 2024Q2: 28,144 shares; 2024Q3: 28,652 shares; 2024Q4: 59,499 shares; 2025Q1: 62,630 shares; 2025Q2: 69,630 shares; 2025Q3: 78,244 shares 78,244 $206K 0.03% +8,614 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,220 shares 1,220 $206K 0.03% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,477 shares 2,477 $205K 0.03% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,106 shares 7,106 $205K 0.03% 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; 2023Q4: 22,095 shares; 2024Q1: 23,521 shares; 2024Q2: 25,744 shares; 2024Q3: 24,608 shares; 2024Q4: 27,160 shares; 2025Q1: 26,958 shares; 2025Q2: 26,582 shares; 2025Q3: 30,495 shares 30,495 $204K 0.03% +3,913 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,817 shares 3,817 $203K 0.03% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 703 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 421 shares; 2024Q4: 420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402 shares 402 $201K 0.03% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares 37 $201K 0.03% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,094 shares 3,094 $200K 0.03% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,076 shares; 2024Q4: 10,461 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,386 shares 10,386 $200K 0.03% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,567 shares; 2024Q1: 12,088 shares; 2024Q2: 13,013 shares; 2024Q3: 13,199 shares; 2024Q4: 15,154 shares; 2025Q1: 14,178 shares; 2025Q2: 14,661 shares; 2025Q3: 17,574 shares 17,574 $195K 0.03% +2,913 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,027 shares; 2024Q1: 15,155 shares; 2024Q2: 15,902 shares; 2024Q3: 16,792 shares; 2024Q4: 13,910 shares; 2025Q1: 16,465 shares; 2025Q2: 25,205 shares; 2025Q3: 23,586 shares 23,586 $179K 0.03% -1,619 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,269 shares; 2025Q1: not reported; 2025Q2: 11,867 shares; 2025Q3: 12,594 shares 12,594 $164K 0.02% +727 Timeline COMPANHIA PARANAENSE DE ENE… COMPANHIA PARANAENSE DE ENERGI More: the full row for COMPANHIA PARANAENSE DE ENERGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,471 shares; 2025Q2: 13,590 shares; 2025Q3: 13,705 shares 13,705 $134K 0.02% +115 PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,589 shares 13,589 $107K 0.02% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,736 shares; 2024Q1: 16,036 shares; 2024Q2: 16,877 shares; 2024Q3: 13,614 shares; 2024Q4: 15,489 shares; 2025Q1: 14,543 shares; 2025Q2: 12,507 shares; 2025Q3: 13,668 shares 13,668 $99.4K 0.02% +1,161 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,513 shares; 2025Q1: 11,577 shares; 2025Q2: 11,611 shares; 2025Q3: 13,163 shares 13,163 $81.9K 0.01% +1,552 Timeline ESRT EMPIRE ST RLTY TR INC More: the full row for EMPIRE ST RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,591 shares; 2025Q3: 10,142 shares 10,142 $77.7K 0.01% -1,449 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,208 shares; 2024Q3: not reported; 2024Q4: 12,882 shares; 2025Q1: 13,430 shares; 2025Q2: 15,748 shares; 2025Q3: 19,583 shares 19,583 $76.2K 0.01% +3,835 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,000 shares; 2024Q3: not reported; 2024Q4: 10,643 shares; 2025Q1: 10,179 shares; 2025Q2: not reported; 2025Q3: 10,251 shares 10,251 $65.1K 0.01% new Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,781 shares 10,781 $64.9K 0.01% new Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,041 shares; 2025Q3: 14,955 shares 14,955 $61.3K 0.01% +914 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,299 shares; 2024Q4: not reported; 2025Q1: 11,051 shares; 2025Q2: 11,311 shares; 2025Q3: 11,774 shares 11,774 $59.7K 0.01% +463 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,114 shares; 2025Q1: 11,227 shares; 2025Q2: 12,155 shares; 2025Q3: 10,956 shares 10,956 $52.7K 0.01% -1,199 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,391 shares 10,391 $32.2K <0.01% new Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,337 shares; 2025Q1: not reported; 2025Q2: 12,123 shares; 2025Q3: 15,247 shares 15,247 $32.2K <0.01% +3,124 Timeline