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; 2024Q3: 603,504 shares; 2024Q4: 613,733 shares; 2025Q1: 621,795 shares; 2025Q2: 651,767 shares; 2025Q3: 680,282 shares; 2025Q4: not reported; 2026Q1: 733,306 shares; 2026Q2: 767,323 shares 767,323 $98.3M 11.93% +34,017 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 743,671 shares; 2024Q4: 750,964 shares; 2025Q1: 738,696 shares; 2025Q2: 752,507 shares; 2025Q3: 783,850 shares; 2025Q4: not reported; 2026Q1: 835,062 shares; 2026Q2: 876,278 shares 876,278 $78.2M 9.49% +41,216 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457,670 shares; 2024Q4: 462,894 shares; 2025Q1: 453,260 shares; 2025Q2: 455,269 shares; 2025Q3: 453,155 shares; 2025Q4: not reported; 2026Q1: 432,808 shares; 2026Q2: 440,829 shares 440,829 $55M 6.68% +8,021 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,935 shares; 2024Q4: 285,852 shares; 2025Q1: 292,061 shares; 2025Q2: 302,162 shares; 2025Q3: 316,400 shares; 2025Q4: not reported; 2026Q1: 327,494 shares; 2026Q2: 338,706 shares 338,706 $34.9M 4.24% +11,212 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: 112,056 shares; 2024Q4: 93,244 shares; 2025Q1: 91,283 shares; 2025Q2: 115,251 shares; 2025Q3: 116,652 shares; 2025Q4: not reported; 2026Q1: 119,898 shares; 2026Q2: 117,297 shares 117,297 $33.9M 4.12% -2,601 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: 14,252 shares; 2025Q1: 128,433 shares; 2025Q2: 200,994 shares; 2025Q3: 250,820 shares; 2025Q4: 360,595 shares; 2026Q1: 406,443 shares; 2026Q2: 429,826 shares 429,826 $31.6M 3.83% +23,383 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: 46,239 shares; 2024Q4: 45,687 shares; 2025Q1: 52,426 shares; 2025Q2: 56,841 shares; 2025Q3: 106,782 shares; 2025Q4: 109,844 shares; 2026Q1: 113,750 shares; 2026Q2: 122,581 shares 122,581 $26.7M 3.24% +8,831 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: 38,809 shares; 2024Q4: 37,283 shares; 2025Q1: 39,922 shares; 2025Q2: 41,371 shares; 2025Q3: 42,327 shares; 2025Q4: 43,375 shares; 2026Q1: 45,496 shares; 2026Q2: 296,253 shares 296,253 $25.5M 3.1% +250,757 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: 36,552 shares; 2024Q4: 36,917 shares; 2025Q1: 33,717 shares; 2025Q2: 34,288 shares; 2025Q3: 131,924 shares; 2025Q4: 133,352 shares; 2026Q1: 133,862 shares; 2026Q2: 115,980 shares 115,980 $23.2M 2.82% -17,882 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,468 shares; 2024Q4: 162,041 shares; 2025Q1: 162,642 shares; 2025Q2: 173,239 shares; 2025Q3: 176,013 shares; 2025Q4: not reported; 2026Q1: 197,530 shares; 2026Q2: 209,840 shares 209,840 $20.2M 2.46% +12,310 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,031 shares; 2024Q4: 13,031 shares; 2025Q1: 96,386 shares; 2025Q2: 114,634 shares; 2025Q3: 120,565 shares; 2025Q4: 142,988 shares; 2026Q1: 172,554 shares; 2026Q2: 170,993 shares 170,993 $16.2M 1.96% -1,561 Timeline SCHQ 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: 214,995 shares; 2024Q4: 304,870 shares; 2025Q1: 632,813 shares; 2025Q2: 578,340 shares; 2025Q3: 507,361 shares; 2025Q4: 482,748 shares; 2026Q1: 478,692 shares; 2026Q2: 465,471 shares 465,471 $14.6M 1.77% -13,221 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,026 shares; 2024Q4: 213,147 shares; 2025Q1: 212,386 shares; 2025Q2: 215,638 shares; 2025Q3: 240,051 shares; 2025Q4: 241,881 shares; 2026Q1: 239,993 shares; 2026Q2: 249,131 shares 249,131 $13.5M 1.63% +9,138 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,748 shares; 2025Q2: 41,160 shares; 2025Q3: 48,713 shares; 2025Q4: 221,243 shares; 2026Q1: 259,454 shares; 2026Q2: 276,507 shares 276,507 $13.2M 1.6% +17,053 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,986 shares; 2024Q4: 92,998 shares; 2025Q1: 113,738 shares; 2025Q2: 113,463 shares; 2025Q3: 132,111 shares; 2025Q4: not reported; 2026Q1: 202,236 shares; 2026Q2: 221,889 shares 221,889 $10.3M 1.25% +19,653 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: 206,400 shares; 2024Q4: 206,021 shares; 2025Q1: 205,305 shares; 2025Q2: 187,485 shares; 2025Q3: 187,068 shares; 2025Q4: 186,562 shares; 2026Q1: 184,971 shares; 2026Q2: 183,415 shares 183,415 $10.1M 1.23% -1,556 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: 120,226 shares; 2024Q4: 125,642 shares; 2025Q1: 138,990 shares; 2025Q2: 153,811 shares; 2025Q3: 189,244 shares; 2025Q4: 191,195 shares; 2026Q1: 220,245 shares; 2026Q2: 237,423 shares 237,423 $9.79M 1.19% +17,178 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,243 shares; 2025Q3: 293,811 shares; 2025Q4: 298,429 shares; 2026Q1: 284,934 shares; 2026Q2: 315,605 shares 315,605 $8.26M 1% +30,671 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,117 shares; 2024Q4: 49,302 shares; 2025Q1: 52,729 shares; 2025Q2: 55,051 shares; 2025Q3: 60,922 shares; 2025Q4: 63,659 shares; 2026Q1: 66,431 shares; 2026Q2: 77,823 shares 77,823 $7.27M 0.88% +11,392 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,979 shares; 2025Q4: 9,046 shares; 2026Q1: 66,692 shares; 2026Q2: 92,933 shares 92,933 $7.09M 0.86% +26,241 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,470 shares; 2024Q4: 197,655 shares; 2025Q1: 221,816 shares; 2025Q2: 210,622 shares; 2025Q3: 199,953 shares; 2025Q4: 189,715 shares; 2026Q1: 195,790 shares; 2026Q2: 203,775 shares 203,775 $7.09M 0.86% +7,985 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,509 shares; 2025Q3: 30,652 shares; 2025Q4: not reported; 2026Q1: 104,369 shares; 2026Q2: 153,581 shares 153,581 $6.36M 0.77% +49,212 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: 97,090 shares; 2024Q4: 97,312 shares; 2025Q1: 116,868 shares; 2025Q2: 128,339 shares; 2025Q3: 128,851 shares; 2025Q4: 135,208 shares; 2026Q1: 138,751 shares; 2026Q2: 139,544 shares 139,544 $6.19M 0.75% +793 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,639 shares; 2024Q4: 10,018 shares; 2025Q1: 9,086 shares; 2025Q2: 8,928 shares; 2025Q3: 8,884 shares; 2025Q4: 9,739 shares; 2026Q1: 10,438 shares; 2026Q2: 8,960 shares 8,960 $6.15M 0.75% -1,478 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,846 shares; 2024Q4: 54,087 shares; 2025Q1: 53,043 shares; 2025Q2: 52,038 shares; 2025Q3: 51,945 shares; 2025Q4: 51,748 shares; 2026Q1: 53,365 shares; 2026Q2: 58,302 shares 58,302 $5.96M 0.72% +4,937 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,428 shares; 2024Q4: 39,258 shares; 2025Q1: 44,425 shares; 2025Q2: 55,356 shares; 2025Q3: 55,256 shares; 2025Q4: not reported; 2026Q1: 63,350 shares; 2026Q2: 61,694 shares 61,694 $5.63M 0.68% -1,656 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: 12,948 shares; 2024Q4: 14,054 shares; 2025Q1: 11,379 shares; 2025Q2: 12,706 shares; 2025Q3: 13,724 shares; 2025Q4: 14,751 shares; 2026Q1: 15,852 shares; 2026Q2: 15,191 shares 15,191 $5.43M 0.66% -661 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: 1,691 shares; 2026Q1: 12,389 shares; 2026Q2: 11,607 shares 11,607 $5.03M 0.61% -782 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: 9,159 shares; 2024Q4: 9,124 shares; 2025Q1: 9,192 shares; 2025Q2: 10,466 shares; 2025Q3: 10,794 shares; 2025Q4: 12,492 shares; 2026Q1: 13,508 shares; 2026Q2: 12,982 shares 12,982 $4.84M 0.59% -526 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 210,000 shares; 2025Q2: 210,000 shares; 2025Q3: 210,000 shares; 2025Q4: 210,000 shares; 2026Q1: 210,000 shares; 2026Q2: 210,587 shares 210,587 $4.76M 0.58% +587 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: 63,211 shares; 2024Q4: 61,501 shares; 2025Q1: 65,155 shares; 2025Q2: 67,327 shares; 2025Q3: 67,563 shares; 2025Q4: 72,459 shares; 2026Q1: 74,753 shares; 2026Q2: 79,267 shares 79,267 $4.73M 0.57% +4,514 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: 18,959 shares; 2024Q4: 17,923 shares; 2025Q1: 16,700 shares; 2025Q2: 16,516 shares; 2025Q3: 15,946 shares; 2025Q4: not reported; 2026Q1: 19,508 shares; 2026Q2: 19,731 shares 19,731 $4.7M 0.57% +223 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: 41,855 shares; 2024Q4: 45,223 shares; 2025Q1: 50,328 shares; 2025Q2: 57,114 shares; 2025Q3: 58,303 shares; 2025Q4: 58,365 shares; 2026Q1: 57,135 shares; 2026Q2: 56,788 shares 56,788 $4.65M 0.57% -347 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,657 shares; 2024Q4: 24,632 shares; 2025Q1: 27,991 shares; 2025Q2: 30,390 shares; 2025Q3: 33,395 shares; 2025Q4: not reported; 2026Q1: 37,528 shares; 2026Q2: 45,424 shares 45,424 $4.5M 0.55% +7,896 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,184 shares; 2024Q4: 17,106 shares; 2025Q1: 16,076 shares; 2025Q2: 15,798 shares; 2025Q3: 16,776 shares; 2025Q4: 16,555 shares; 2026Q1: 16,853 shares; 2026Q2: 17,657 shares 17,657 $4.29M 0.52% +804 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: 8,806 shares; 2024Q4: 8,357 shares; 2025Q1: 9,752 shares; 2025Q2: 9,785 shares; 2025Q3: 9,240 shares; 2025Q4: 9,238 shares; 2026Q1: 9,978 shares; 2026Q2: 10,159 shares 10,159 $3.76M 0.46% +181 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; 2024Q3: 13,348 shares; 2024Q4: 13,101 shares; 2025Q1: 13,888 shares; 2025Q2: 14,460 shares; 2025Q3: 16,272 shares; 2025Q4: 16,260 shares; 2026Q1: 16,811 shares; 2026Q2: 17,897 shares 17,897 $3.54M 0.43% +1,086 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; 2024Q3: 8,820 shares; 2024Q4: 8,616 shares; 2025Q1: 9,072 shares; 2025Q2: 9,388 shares; 2025Q3: 9,510 shares; 2025Q4: 10,031 shares; 2026Q1: 10,540 shares; 2026Q2: 11,268 shares 11,268 $3.45M 0.42% +728 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: 2,477 shares; 2024Q4: 2,740 shares; 2025Q1: 4,666 shares; 2025Q2: 4,806 shares; 2025Q3: 6,113 shares; 2025Q4: 4,951 shares; 2026Q1: 4,598 shares; 2026Q2: 4,599 shares 4,599 $3.43M 0.42% +1 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: 8,564 shares; 2024Q4: 14,289 shares; 2025Q1: 12,259 shares; 2025Q2: 13,331 shares; 2025Q3: 14,182 shares; 2025Q4: 14,996 shares; 2026Q1: 16,132 shares; 2026Q2: 9,510 shares 9,510 $3.36M 0.41% -6,622 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: 50,490 shares; 2024Q4: 50,339 shares; 2025Q1: 50,036 shares; 2025Q2: 44,975 shares; 2025Q3: 46,120 shares; 2025Q4: 46,561 shares; 2026Q1: 46,110 shares; 2026Q2: 46,508 shares 46,508 $3.25M 0.39% +398 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: 5,217 shares; 2024Q4: 5,347 shares; 2025Q1: 5,360 shares; 2025Q2: 5,463 shares; 2025Q3: 5,053 shares; 2025Q4: 5,692 shares; 2026Q1: 6,132 shares; 2026Q2: 5,507 shares 5,507 $3.1M 0.38% -625 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF 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: 87,549 shares; 2026Q2: 77,246 shares 77,246 $2.9M 0.35% -10,303 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: 2,823 shares; 2024Q4: 2,926 shares; 2025Q1: 3,006 shares; 2025Q2: 3,323 shares; 2025Q3: 5,018 shares; 2025Q4: not reported; 2026Q1: 5,937 shares; 2026Q2: 5,776 shares 5,776 $2.89M 0.35% -161 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,008 shares; 2025Q1: 29,197 shares; 2025Q2: 33,358 shares; 2025Q3: 37,637 shares; 2025Q4: 44,859 shares; 2026Q1: 44,480 shares; 2026Q2: 54,597 shares 54,597 $2.82M 0.34% +10,117 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,132 shares; 2024Q4: 125,404 shares; 2025Q1: 85,463 shares; 2025Q2: 84,760 shares; 2025Q3: 83,669 shares; 2025Q4: 81,492 shares; 2026Q1: 85,541 shares; 2026Q2: 83,102 shares 83,102 $2.81M 0.34% -2,439 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,629 shares; 2024Q4: 42,293 shares; 2025Q1: 45,247 shares; 2025Q2: 43,527 shares; 2025Q3: 41,917 shares; 2025Q4: not reported; 2026Q1: 35,945 shares; 2026Q2: 35,626 shares 35,626 $2.76M 0.33% -319 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,317 shares; 2024Q4: 3,100 shares; 2025Q1: 5,586 shares; 2025Q2: 6,082 shares; 2025Q3: 5,446 shares; 2025Q4: 6,771 shares; 2026Q1: 7,118 shares; 2026Q2: 7,351 shares 7,351 $2.71M 0.33% +233 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,647 shares; 2024Q4: 5,515 shares; 2025Q1: 5,777 shares; 2025Q2: 6,017 shares; 2025Q3: 6,272 shares; 2025Q4: 6,506 shares; 2026Q1: 6,705 shares; 2026Q2: 6,885 shares 6,885 $2.52M 0.31% +180 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: 6,281 shares; 2024Q4: 5,931 shares; 2025Q1: 6,006 shares; 2025Q2: 6,600 shares; 2025Q3: 6,549 shares; 2025Q4: 6,970 shares; 2026Q1: 7,089 shares; 2026Q2: 7,194 shares 7,194 $2.47M 0.3% +105 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: 3,481 shares; 2024Q4: 3,472 shares; 2025Q1: 3,462 shares; 2025Q2: 3,415 shares; 2025Q3: 3,385 shares; 2025Q4: 3,204 shares; 2026Q1: 3,145 shares; 2026Q2: 3,221 shares 3,221 $2.41M 0.29% +76 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393 shares; 2024Q4: 397 shares; 2025Q1: 338 shares; 2025Q2: 330 shares; 2025Q3: 348 shares; 2025Q4: 8,606 shares; 2026Q1: 9,169 shares; 2026Q2: 24,296 shares 24,296 $2.41M 0.29% +15,127 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: 8,158 shares; 2024Q4: 5,652 shares; 2025Q1: 5,191 shares; 2025Q2: 5,969 shares; 2025Q3: 4,621 shares; 2025Q4: 5,072 shares; 2026Q1: 5,511 shares; 2026Q2: 5,711 shares 5,711 $2.4M 0.29% +200 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,561 shares; 2024Q4: 4,561 shares; 2025Q1: 3,679 shares; 2025Q2: 3,816 shares; 2025Q3: 3,565 shares; 2025Q4: 3,567 shares; 2026Q1: 3,568 shares; 2026Q2: 3,659 shares 3,659 $2.34M 0.28% +91 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: 4,763 shares; 2024Q4: 4,621 shares; 2025Q1: 4,492 shares; 2025Q2: 5,078 shares; 2025Q3: 5,821 shares; 2025Q4: 5,868 shares; 2026Q1: 6,754 shares; 2026Q2: 6,999 shares 6,999 $2.29M 0.28% +245 Timeline AVGB AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,319 shares; 2025Q3: 5,344 shares; 2025Q4: 15,711 shares; 2026Q1: 29,234 shares; 2026Q2: 43,810 shares 43,810 $2.24M 0.27% +14,576 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: 9,191 shares; 2024Q4: 9,803 shares; 2025Q1: 8,676 shares; 2025Q2: 8,302 shares; 2025Q3: 8,770 shares; 2025Q4: 10,633 shares; 2026Q1: 11,582 shares; 2026Q2: 17,677 shares 17,677 $2.08M 0.25% +6,095 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: 921 shares; 2026Q2: 899 shares 899 $2.04M 0.25% -22 Timeline MQ MARQETA INC More: the full row for MARQETA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494,496 shares; 2024Q4: 493,118 shares; 2025Q1: 493,118 shares; 2025Q2: 493,118 shares; 2025Q3: 493,118 shares; 2025Q4: 493,118 shares; 2026Q1: 493,118 shares; 2026Q2: 493,118 shares 493,118 $2M 0.24% 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: 27,476 shares; 2024Q4: 30,944 shares; 2025Q1: 32,090 shares; 2025Q2: 32,826 shares; 2025Q3: 17,008 shares; 2025Q4: 19,626 shares; 2026Q1: 24,210 shares; 2026Q2: 25,926 shares 25,926 $1.99M 0.24% +1,716 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,824 shares; 2024Q4: 43,845 shares; 2025Q1: 44,470 shares; 2025Q2: 45,188 shares; 2025Q3: 47,293 shares; 2025Q4: 48,452 shares; 2026Q1: 51,113 shares; 2026Q2: 49,422 shares 49,422 $1.99M 0.24% -1,691 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: 14,242 shares; 2024Q4: 14,135 shares; 2025Q1: 14,443 shares; 2025Q2: 14,033 shares; 2025Q3: 13,886 shares; 2025Q4: 14,495 shares; 2026Q1: 15,305 shares; 2026Q2: 14,184 shares 14,184 $1.94M 0.24% -1,121 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: 8,531 shares; 2024Q4: 8,531 shares; 2025Q1: 7,728 shares; 2025Q2: 16,062 shares; 2025Q3: 16,206 shares; 2025Q4: 16,176 shares; 2026Q1: 17,454 shares; 2026Q2: 21,361 shares 21,361 $1.83M 0.22% +3,907 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: not reported; 2025Q3: 16,724 shares; 2025Q4: 16,874 shares; 2026Q1: 16,680 shares; 2026Q2: 31,055 shares 31,055 $1.71M 0.21% +14,375 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,441 shares; 2024Q4: 37,454 shares; 2025Q1: 36,500 shares; 2025Q2: 36,538 shares; 2025Q3: 36,987 shares; 2025Q4: 37,004 shares; 2026Q1: 42,781 shares; 2026Q2: 42,308 shares 42,308 $1.7M 0.21% -473 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,792 shares; 2024Q4: 18,718 shares; 2025Q1: 23,454 shares; 2025Q2: 22,553 shares; 2025Q3: 23,685 shares; 2025Q4: not reported; 2026Q1: 30,342 shares; 2026Q2: 33,719 shares 33,719 $1.6M 0.19% +3,377 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,473 shares; 2024Q4: 13,463 shares; 2025Q1: 13,517 shares; 2025Q2: 13,499 shares; 2025Q3: 12,699 shares; 2025Q4: 11,272 shares; 2026Q1: 15,714 shares; 2026Q2: 15,108 shares 15,108 $1.55M 0.19% -606 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: 1,613 shares; 2024Q4: 1,611 shares; 2025Q1: 1,732 shares; 2025Q2: 2,269 shares; 2025Q3: 2,404 shares; 2025Q4: 3,240 shares; 2026Q1: 4,016 shares; 2026Q2: 4,094 shares 4,094 $1.55M 0.19% +78 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: 508 shares; 2024Q4: 464 shares; 2025Q1: 539 shares; 2025Q2: 603 shares; 2025Q3: 682 shares; 2025Q4: 799 shares; 2026Q1: 1,272 shares; 2026Q2: 1,280 shares 1,280 $1.54M 0.19% +8 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,423 shares; 2025Q2: 14,884 shares; 2025Q3: 16,282 shares; 2025Q4: 35,121 shares; 2026Q1: 36,382 shares; 2026Q2: 36,322 shares 36,322 $1.53M 0.19% -60 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: 2,179 shares; 2024Q4: 2,351 shares; 2025Q1: 2,364 shares; 2025Q2: 2,373 shares; 2025Q3: 2,323 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,046 shares 2,046 $1.51M 0.18% new Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,282 shares; 2024Q4: 19,418 shares; 2025Q1: 21,828 shares; 2025Q2: 22,259 shares; 2025Q3: 22,185 shares; 2025Q4: not reported; 2026Q1: 21,161 shares; 2026Q2: 20,381 shares 20,381 $1.49M 0.18% -780 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,869 shares; 2024Q4: 3,881 shares; 2025Q1: 3,854 shares; 2025Q2: 3,904 shares; 2025Q3: 3,879 shares; 2025Q4: 3,978 shares; 2026Q1: 4,054 shares; 2026Q2: 3,979 shares 3,979 $1.49M 0.18% -75 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,386 shares; 2025Q4: 55,315 shares; 2026Q1: 60,941 shares; 2026Q2: 57,393 shares 57,393 $1.48M 0.18% -3,548 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,590 shares; 2024Q4: 10,404 shares; 2025Q1: 10,169 shares; 2025Q2: 10,697 shares; 2025Q3: 10,713 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,305 shares 11,305 $1.48M 0.18% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,024 shares; 2024Q4: 5,024 shares; 2025Q1: 5,024 shares; 2025Q2: 5,024 shares; 2025Q3: 5,024 shares; 2025Q4: 5,024 shares; 2026Q1: 5,011 shares; 2026Q2: 5,016 shares 5,016 $1.46M 0.18% +5 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,805 shares; 2024Q4: 23,732 shares; 2025Q1: 35,615 shares; 2025Q2: 41,753 shares; 2025Q3: 40,381 shares; 2025Q4: 40,414 shares; 2026Q1: 38,060 shares; 2026Q2: 37,712 shares 37,712 $1.41M 0.17% -348 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,804 shares; 2025Q2: 17,589 shares; 2025Q3: 17,655 shares; 2025Q4: 17,417 shares; 2026Q1: 17,542 shares; 2026Q2: 16,933 shares 16,933 $1.39M 0.17% -609 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: 1,133 shares; 2024Q4: 1,065 shares; 2025Q1: 1,072 shares; 2025Q2: 1,084 shares; 2025Q3: 2,323 shares; 2025Q4: 2,179 shares; 2026Q1: 2,545 shares; 2026Q2: 1,463 shares 1,463 $1.37M 0.17% -1,082 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,681 shares; 2024Q4: 61,479 shares; 2025Q1: 61,585 shares; 2025Q2: 61,696 shares; 2025Q3: 61,825 shares; 2025Q4: 61,989 shares; 2026Q1: 62,149 shares; 2026Q2: 56,304 shares 56,304 $1.29M 0.16% -5,845 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,583 shares; 2024Q4: 23,717 shares; 2025Q1: 22,108 shares; 2025Q2: 23,950 shares; 2025Q3: 28,010 shares; 2025Q4: 28,076 shares; 2026Q1: 27,572 shares; 2026Q2: 28,267 shares 28,267 $1.28M 0.15% +695 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: 5,576 shares; 2025Q1: 5,576 shares; 2025Q2: 5,576 shares; 2025Q3: 5,496 shares; 2025Q4: 7,946 shares; 2026Q1: 7,946 shares; 2026Q2: 15,206 shares 15,206 $1.26M 0.15% +7,260 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,922 shares; 2024Q4: 1,970 shares; 2025Q1: 2,028 shares; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 2,899 shares; 2026Q1: 2,973 shares; 2026Q2: 3,423 shares 3,423 $1.2M 0.15% +450 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,198 shares; 2024Q4: 19,216 shares; 2025Q1: 19,219 shares; 2025Q2: 19,259 shares; 2025Q3: 23,812 shares; 2025Q4: 23,825 shares; 2026Q1: 24,898 shares; 2026Q2: 33,627 shares 33,627 $1.18M 0.14% +8,729 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 10,785 shares; 2026Q2: 45,151 shares 45,151 $1.17M 0.14% +34,366 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: 16,992 shares; 2024Q4: 17,579 shares; 2025Q1: 17,589 shares; 2025Q2: 16,345 shares; 2025Q3: not reported; 2025Q4: 6,005 shares; 2026Q1: 10,288 shares; 2026Q2: 8,347 shares 8,347 $1.17M 0.14% -1,941 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,886 shares; 2025Q3: 20,412 shares; 2025Q4: 21,614 shares; 2026Q1: 27,196 shares; 2026Q2: 28,069 shares 28,069 $1.14M 0.14% +873 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,095 shares; 2024Q4: 7,916 shares; 2025Q1: 7,876 shares; 2025Q2: 7,956 shares; 2025Q3: 7,942 shares; 2025Q4: 8,209 shares; 2026Q1: 8,537 shares; 2026Q2: 8,749 shares 8,749 $1.11M 0.13% +212 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: 2,014 shares; 2024Q4: 2,080 shares; 2025Q1: 2,421 shares; 2025Q2: 2,892 shares; 2025Q3: 2,969 shares; 2025Q4: 3,511 shares; 2026Q1: 4,190 shares; 2026Q2: 4,317 shares 4,317 $1.1M 0.13% +127 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: 12,752 shares; 2024Q4: 12,738 shares; 2025Q1: 12,660 shares; 2025Q2: 12,601 shares; 2025Q3: 12,797 shares; 2025Q4: 13,171 shares; 2026Q1: 13,300 shares; 2026Q2: 13,296 shares 13,296 $1.09M 0.13% -4 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: 1,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 1,023 shares; 2025Q4: not reported; 2026Q1: 1,448 shares; 2026Q2: 1,480 shares 1,480 $1.07M 0.13% +32 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: 2,051 shares; 2024Q4: 1,943 shares; 2025Q1: 2,092 shares; 2025Q2: 2,757 shares; 2025Q3: 2,749 shares; 2025Q4: 3,051 shares; 2026Q1: 3,794 shares; 2026Q2: 4,226 shares 4,226 $1.06M 0.13% +432 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,638 shares; 2024Q4: 46,638 shares; 2025Q1: 46,638 shares; 2025Q2: 46,638 shares; 2025Q3: 46,638 shares; 2025Q4: 46,638 shares; 2026Q1: 46,638 shares; 2026Q2: 46,860 shares 46,860 $1.06M 0.13% +222 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: 1,843 shares; 2024Q4: 1,816 shares; 2025Q1: 1,761 shares; 2025Q2: 1,797 shares; 2025Q3: 1,850 shares; 2025Q4: 1,982 shares; 2026Q1: 1,990 shares; 2026Q2: 2,061 shares 2,061 $1.06M 0.13% +71 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: 747 shares; 2024Q4: 673 shares; 2025Q1: 610 shares; 2025Q2: 631 shares; 2025Q3: 653 shares; 2025Q4: 853 shares; 2026Q1: 1,299 shares; 2026Q2: 987 shares 987 $1.05M 0.13% -312 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: 7,828 shares; 2024Q4: 7,676 shares; 2025Q1: 6,044 shares; 2025Q2: 8,155 shares; 2025Q3: 8,738 shares; 2025Q4: 8,947 shares; 2026Q1: 9,558 shares; 2026Q2: 10,656 shares 10,656 $1.03M 0.12% +1,098 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: 801 shares; 2024Q4: 714 shares; 2025Q1: 563 shares; 2025Q2: 561 shares; 2025Q3: 550 shares; 2025Q4: 572 shares; 2026Q1: 571 shares; 2026Q2: 516 shares 516 $1.03M 0.12% -55 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: not reported; 2026Q1: 706 shares; 2026Q2: 888 shares 888 $1.03M 0.12% +182 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,783 shares; 2026Q1: 137,103 shares; 2026Q2: 137,103 shares 137,103 $1.02M 0.12% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,612 shares; 2024Q4: 1,488 shares; 2025Q1: 1,588 shares; 2025Q2: 1,508 shares; 2025Q3: 1,504 shares; 2025Q4: 1,774 shares; 2026Q1: 1,838 shares; 2026Q2: 2,121 shares 2,121 $1.01M 0.12% +283 Timeline BIL 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: 7,423 shares; 2025Q1: 14,112 shares; 2025Q2: 18,026 shares; 2025Q3: 9,448 shares; 2025Q4: 9,507 shares; 2026Q1: 11,248 shares; 2026Q2: 11,023 shares 11,023 $1.01M 0.12% -225 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: 1,446 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,474 shares; 2026Q2: 1,713 shares 1,713 $995K 0.12% +239 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: 4,078 shares; 2024Q4: 3,973 shares; 2025Q1: 3,211 shares; 2025Q2: 3,213 shares; 2025Q3: 3,170 shares; 2025Q4: 3,230 shares; 2026Q1: 3,229 shares; 2026Q2: 3,311 shares 3,311 $990K 0.12% +82 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: 1,418 shares; 2026Q1: 2,281 shares; 2026Q2: 1,535 shares 1,535 $980K 0.12% -746 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: 2,888 shares; 2024Q4: 3,026 shares; 2025Q1: 3,195 shares; 2025Q2: 4,347 shares; 2025Q3: 4,452 shares; 2025Q4: 5,629 shares; 2026Q1: 7,977 shares; 2026Q2: 8,630 shares 8,630 $977K 0.12% +653 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,980 shares; 2025Q4: 10,160 shares; 2026Q1: 17,289 shares; 2026Q2: 17,527 shares 17,527 $958K 0.12% +238 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,661 shares; 2024Q4: 13,664 shares; 2025Q1: 15,362 shares; 2025Q2: 15,366 shares; 2025Q3: 15,394 shares; 2025Q4: 15,432 shares; 2026Q1: 15,027 shares; 2026Q2: 15,072 shares 15,072 $950K 0.12% +45 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,398 shares; 2025Q1: 1,264 shares; 2025Q2: 1,302 shares; 2025Q3: 1,353 shares; 2025Q4: not reported; 2026Q1: 2,181 shares; 2026Q2: 2,281 shares 2,281 $906K 0.11% +100 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: 3,593 shares; 2024Q4: 3,455 shares; 2025Q1: 3,962 shares; 2025Q2: 4,357 shares; 2025Q3: 4,512 shares; 2025Q4: 5,631 shares; 2026Q1: 6,196 shares; 2026Q2: 6,159 shares 6,159 $903K 0.11% -37 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: 1,311 shares; 2025Q3: 1,319 shares; 2025Q4: 2,098 shares; 2026Q1: 2,518 shares; 2026Q2: 2,406 shares 2,406 $899K 0.11% -112 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,234 shares; 2024Q4: 11,234 shares; 2025Q1: 11,443 shares; 2025Q2: 11,443 shares; 2025Q3: 11,443 shares; 2025Q4: 11,443 shares; 2026Q1: 11,443 shares; 2026Q2: 11,443 shares 11,443 $864K 0.1% 0 Timeline SVCO SILVACO GROUP INC More: the full row for SILVACO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 186,080 shares; 2025Q4: 186,080 shares; 2026Q1: 126,080 shares; 2026Q2: 60,000 shares 60,000 $827K 0.1% -66,080 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: 4,141 shares; 2024Q4: 4,290 shares; 2025Q1: 4,468 shares; 2025Q2: 3,715 shares; 2025Q3: 3,920 shares; 2025Q4: 4,714 shares; 2026Q1: 5,102 shares; 2026Q2: 4,923 shares 4,923 $816K 0.1% -179 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,650 shares; 2024Q4: 109,286 shares; 2025Q1: 109,286 shares; 2025Q2: 109,286 shares; 2025Q3: 53,286 shares; 2025Q4: 53,286 shares; 2026Q1: 53,709 shares; 2026Q2: 53,709 shares 53,709 $808K 0.1% 0 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: 3,524 shares; 2024Q4: 3,526 shares; 2025Q1: 2,552 shares; 2025Q2: 2,555 shares; 2025Q3: 2,557 shares; 2025Q4: 2,752 shares; 2026Q1: 2,642 shares; 2026Q2: 2,650 shares 2,650 $803K 0.1% +8 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,081 shares; 2024Q4: 3,019 shares; 2025Q1: 2,948 shares; 2025Q2: 4,185 shares; 2025Q3: 4,178 shares; 2025Q4: 4,638 shares; 2026Q1: 4,427 shares; 2026Q2: 5,973 shares 5,973 $793K 0.1% +1,546 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: 1,287 shares; 2024Q4: 1,252 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares; 2026Q1: 786 shares; 2026Q2: 6,560 shares 6,560 $784K 0.1% +5,774 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: 10,998 shares; 2024Q4: 11,778 shares; 2025Q1: 10,066 shares; 2025Q2: 9,439 shares; 2025Q3: 12,475 shares; 2025Q4: not reported; 2026Q1: 13,125 shares; 2026Q2: 13,715 shares 13,715 $781K 0.09% +590 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,664 shares; 2025Q2: 4,664 shares; 2025Q3: 10,273 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares; 2026Q2: 10,300 shares 10,300 $777K 0.09% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,481 shares; 2024Q4: 7,559 shares; 2025Q1: 6,915 shares; 2025Q2: 5,129 shares; 2025Q3: 4,801 shares; 2025Q4: 5,108 shares; 2026Q1: 4,697 shares; 2026Q2: 4,929 shares 4,929 $772K 0.09% +232 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,114 shares; 2024Q4: 17,127 shares; 2025Q1: 17,127 shares; 2025Q2: 17,219 shares; 2025Q3: 17,219 shares; 2025Q4: 17,237 shares; 2026Q1: 17,237 shares; 2026Q2: 17,447 shares 17,447 $763K 0.09% +210 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: 5,335 shares; 2024Q4: 5,152 shares; 2025Q1: 4,963 shares; 2025Q2: 4,915 shares; 2025Q3: 7,137 shares; 2025Q4: 7,977 shares; 2026Q1: 8,998 shares; 2026Q2: 9,382 shares 9,382 $763K 0.09% +384 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,237 shares; 2024Q4: 2,275 shares; 2025Q1: 2,345 shares; 2025Q2: 2,319 shares; 2025Q3: 2,269 shares; 2025Q4: 2,343 shares; 2026Q1: 2,359 shares; 2026Q2: 2,364 shares 2,364 $753K 0.09% +5 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.09% 0 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,315 shares; 2024Q4: 10,731 shares; 2025Q1: 10,845 shares; 2025Q2: 11,128 shares; 2025Q3: 11,011 shares; 2025Q4: not reported; 2026Q1: 9,945 shares; 2026Q2: 9,768 shares 9,768 $735K 0.09% -177 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,619 shares; 2024Q4: 10,026 shares; 2025Q1: 12,433 shares; 2025Q2: 12,069 shares; 2025Q3: 11,962 shares; 2025Q4: not reported; 2026Q1: 11,263 shares; 2026Q2: 10,588 shares 10,588 $695K 0.08% -675 Timeline FNDA 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: 9,082 shares; 2024Q4: 18,163 shares; 2025Q1: 18,163 shares; 2025Q2: 18,163 shares; 2025Q3: 18,163 shares; 2025Q4: 18,163 shares; 2026Q1: 18,163 shares; 2026Q2: 18,210 shares 18,210 $693K 0.08% +47 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,427 shares; 2026Q2: 29,150 shares 29,150 $691K 0.08% +16,723 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 441 shares; 2026Q1: 572 shares; 2026Q2: 582 shares 582 $684K 0.08% +10 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: 2,942 shares; 2024Q4: 3,039 shares; 2025Q1: not reported; 2025Q2: 2,748 shares; 2025Q3: 2,698 shares; 2025Q4: 3,593 shares; 2026Q1: 5,117 shares; 2026Q2: 5,214 shares 5,214 $670K 0.08% +97 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: 425 shares; 2024Q4: 457 shares; 2025Q1: not reported; 2025Q2: 459 shares; 2025Q3: 475 shares; 2025Q4: 601 shares; 2026Q1: 657 shares; 2026Q2: 654 shares 654 $661K 0.08% -3 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,032 shares; 2025Q1: 1,021 shares; 2025Q2: 738 shares; 2025Q3: 827 shares; 2025Q4: 1,195 shares; 2026Q1: 1,285 shares; 2026Q2: 1,585 shares 1,585 $659K 0.08% +300 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: 3,303 shares; 2025Q1: 3,104 shares; 2025Q2: 3,380 shares; 2025Q3: 3,470 shares; 2025Q4: 4,468 shares; 2026Q1: 4,801 shares; 2026Q2: 4,684 shares 4,684 $656K 0.08% -117 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: 4,299 shares; 2024Q4: 4,617 shares; 2025Q1: 6,607 shares; 2025Q2: 12,025 shares; 2025Q3: 8,367 shares; 2025Q4: 8,188 shares; 2026Q1: 8,190 shares; 2026Q2: 9,012 shares 9,012 $642K 0.08% +822 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,307 shares; 2026Q2: 2,652 shares 2,652 $631K 0.08% +345 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,525 shares; 2024Q4: 16,574 shares; 2025Q1: 16,574 shares; 2025Q2: 16,574 shares; 2025Q3: 24,253 shares; 2025Q4: 20,653 shares; 2026Q1: 20,653 shares; 2026Q2: 20,713 shares 20,713 $631K 0.08% +60 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,726 shares; 2024Q4: 6,625 shares; 2025Q1: 6,086 shares; 2025Q2: 6,468 shares; 2025Q3: 6,829 shares; 2025Q4: 6,545 shares; 2026Q1: 6,829 shares; 2026Q2: 6,082 shares 6,082 $622K 0.08% -747 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: 602 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 919 shares; 2025Q3: 886 shares; 2025Q4: 887 shares; 2026Q1: 887 shares; 2026Q2: 4,969 shares 4,969 $617K 0.07% +4,082 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,408 shares; 2025Q3: 5,424 shares; 2025Q4: 5,443 shares; 2026Q1: 5,445 shares; 2026Q2: 5,447 shares 5,447 $601K 0.07% +2 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: 702 shares; 2024Q4: 719 shares; 2025Q1: 689 shares; 2025Q2: 735 shares; 2025Q3: 751 shares; 2025Q4: 8,063 shares; 2026Q1: 9,180 shares; 2026Q2: 8,194 shares 8,194 $585K 0.07% -986 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,090 shares; 2025Q3: 4,093 shares; 2025Q4: 4,097 shares; 2026Q1: 4,097 shares; 2026Q2: 3,988 shares 3,988 $584K 0.07% -109 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: 2,118 shares; 2024Q4: 1,745 shares; 2025Q1: 1,722 shares; 2025Q2: 2,048 shares; 2025Q3: 2,121 shares; 2025Q4: 2,544 shares; 2026Q1: 2,855 shares; 2026Q2: 2,781 shares 2,781 $581K 0.07% -74 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; 2024Q3: 22,591 shares; 2024Q4: 22,963 shares; 2025Q1: 22,824 shares; 2025Q2: 23,491 shares; 2025Q3: 24,090 shares; 2025Q4: 24,719 shares; 2026Q1: 27,754 shares; 2026Q2: 27,929 shares 27,929 $578K 0.07% +175 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: 271 shares; 2024Q4: not reported; 2025Q1: 304 shares; 2025Q2: not reported; 2025Q3: 263 shares; 2025Q4: 290 shares; 2026Q1: 322 shares; 2026Q2: 1,865 shares 1,865 $563K 0.07% +1,543 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: 2,077 shares; 2026Q2: 2,203 shares 2,203 $563K 0.07% +126 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,982 shares; 2025Q1: 2,825 shares; 2025Q2: 2,818 shares; 2025Q3: 2,833 shares; 2025Q4: not reported; 2026Q1: 3,816 shares; 2026Q2: 3,877 shares 3,877 $561K 0.07% +61 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: 685 shares; 2024Q4: 651 shares; 2025Q1: 656 shares; 2025Q2: 676 shares; 2025Q3: 667 shares; 2025Q4: 901 shares; 2026Q1: 961 shares; 2026Q2: 881 shares 881 $559K 0.07% -80 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,185 shares; 2024Q4: 9,185 shares; 2025Q1: 9,185 shares; 2025Q2: 9,185 shares; 2025Q3: 9,185 shares; 2025Q4: 9,185 shares; 2026Q1: 9,185 shares; 2026Q2: 9,166 shares 9,166 $540K 0.07% -19 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,557 shares; 2025Q3: 1,569 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,717 shares 2,717 $516K 0.06% new Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,624 shares; 2025Q3: 8,883 shares; 2025Q4: 9,603 shares; 2026Q1: 9,655 shares; 2026Q2: 9,608 shares 9,608 $515K 0.06% -47 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: 2,153 shares; 2024Q4: 2,326 shares; 2025Q1: 2,197 shares; 2025Q2: 2,149 shares; 2025Q3: 2,178 shares; 2025Q4: 2,349 shares; 2026Q1: 2,823 shares; 2026Q2: 3,329 shares 3,329 $504K 0.06% +506 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 866 shares; 2026Q1: 1,329 shares; 2026Q2: 985 shares 985 $502K 0.06% -344 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,405 shares; 2025Q3: 1,263 shares; 2025Q4: 1,448 shares; 2026Q1: 1,735 shares; 2026Q2: 1,865 shares 1,865 $502K 0.06% +130 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,821 shares; 2025Q2: 8,821 shares; 2025Q3: 12,839 shares; 2025Q4: 15,751 shares; 2026Q1: 11,896 shares; 2026Q2: 11,918 shares 11,918 $497K 0.06% +22 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,144 shares; 2025Q3: 2,179 shares; 2025Q4: not reported; 2026Q1: 2,781 shares; 2026Q2: 3,604 shares 3,604 $493K 0.06% +823 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,638 shares; 2024Q4: 22,501 shares; 2025Q1: 23,665 shares; 2025Q2: 20,306 shares; 2025Q3: 12,200 shares; 2025Q4: 12,450 shares; 2026Q1: 12,476 shares; 2026Q2: 12,513 shares 12,513 $485K 0.06% +37 Timeline FNDF 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: 7,348 shares; 2024Q4: 7,348 shares; 2025Q1: 7,348 shares; 2025Q2: 9,144 shares; 2025Q3: 9,144 shares; 2025Q4: 9,144 shares; 2026Q1: 9,144 shares; 2026Q2: 9,196 shares 9,196 $485K 0.06% +52 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,785 shares; 2024Q4: 3,949 shares; 2025Q1: 3,730 shares; 2025Q2: 3,987 shares; 2025Q3: 3,857 shares; 2025Q4: 3,955 shares; 2026Q1: 4,927 shares; 2026Q2: 4,666 shares 4,666 $485K 0.06% -261 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: 1,970 shares; 2025Q3: 4,357 shares; 2025Q4: 4,484 shares; 2026Q1: 4,757 shares; 2026Q2: 5,036 shares 5,036 $485K 0.06% +279 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: 773 shares; 2024Q4: 773 shares; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 1,318 shares; 2025Q4: 1,321 shares; 2026Q1: 1,322 shares; 2026Q2: 1,387 shares 1,387 $477K 0.06% +65 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: 1,396 shares; 2024Q4: 1,415 shares; 2025Q1: 999 shares; 2025Q2: 1,170 shares; 2025Q3: 1,416 shares; 2025Q4: 1,573 shares; 2026Q1: 1,753 shares; 2026Q2: 1,347 shares 1,347 $475K 0.06% -406 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530 shares; 2025Q4: 570 shares; 2026Q1: 656 shares; 2026Q2: 664 shares 664 $474K 0.06% +8 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; 2024Q3: 5,640 shares; 2024Q4: 6,333 shares; 2025Q1: 4,603 shares; 2025Q2: 4,982 shares; 2025Q3: 5,063 shares; 2025Q4: 4,912 shares; 2026Q1: 4,901 shares; 2026Q2: 4,869 shares 4,869 $463K 0.06% -32 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: 5,334 shares; 2025Q1: 2,672 shares; 2025Q2: 4,087 shares; 2025Q3: 3,851 shares; 2025Q4: 4,466 shares; 2026Q1: 4,246 shares; 2026Q2: 3,915 shares 3,915 $457K 0.06% -331 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; 2024Q3: 10,201 shares; 2024Q4: 10,460 shares; 2025Q1: 10,437 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,064 shares; 2026Q2: 9,950 shares 9,950 $449K 0.05% -114 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,015 shares; 2025Q2: 8,015 shares; 2025Q3: 8,394 shares; 2025Q4: 6,152 shares; 2026Q1: 10,286 shares; 2026Q2: 10,295 shares 10,295 $434K 0.05% +9 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: not reported; 2026Q1: not reported; 2026Q2: 1,429 shares 1,429 $433K 0.05% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,899 shares; 2024Q4: 3,854 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,575 shares; 2025Q4: 5,505 shares; 2026Q1: 6,625 shares; 2026Q2: 6,958 shares 6,958 $431K 0.05% +333 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,992 shares; 2024Q4: 12,260 shares; 2025Q1: 12,942 shares; 2025Q2: 13,423 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,173 shares 4,173 $413K 0.05% new 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; 2024Q3: 9,382 shares; 2024Q4: 9,385 shares; 2025Q1: 8,053 shares; 2025Q2: 8,400 shares; 2025Q3: 8,360 shares; 2025Q4: 8,283 shares; 2026Q1: 8,442 shares; 2026Q2: 8,314 shares 8,314 $412K 0.05% -128 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: 942 shares; 2024Q4: 1,011 shares; 2025Q1: 944 shares; 2025Q2: 937 shares; 2025Q3: 903 shares; 2025Q4: 1,004 shares; 2026Q1: not reported; 2026Q2: 1,878 shares 1,878 $410K 0.05% 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: 1,029 shares; 2025Q3: 1,398 shares; 2025Q4: not reported; 2026Q1: 1,865 shares; 2026Q2: 1,889 shares 1,889 $409K 0.05% +24 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,744 shares; 2026Q1: 3,896 shares; 2026Q2: 3,934 shares 3,934 $409K 0.05% +38 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: 1,518 shares; 2024Q4: 1,497 shares; 2025Q1: 1,513 shares; 2025Q2: 1,577 shares; 2025Q3: 1,588 shares; 2025Q4: 1,604 shares; 2026Q1: 1,680 shares; 2026Q2: 1,576 shares 1,576 $403K 0.05% -104 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: not reported; 2025Q3: not reported; 2025Q4: 4,590 shares; 2026Q1: 5,512 shares; 2026Q2: 6,904 shares 6,904 $402K 0.05% +1,392 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,896 shares; 2025Q4: not reported; 2026Q1: 6,896 shares; 2026Q2: 6,896 shares 6,896 $388K 0.05% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,638 shares; 2026Q1: 1,904 shares; 2026Q2: 1,875 shares 1,875 $387K 0.05% -29 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,883 shares; 2025Q3: 1,860 shares; 2025Q4: 1,889 shares; 2026Q1: 2,381 shares; 2026Q2: 2,258 shares 2,258 $384K 0.05% -123 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: 1,872 shares; 2024Q4: 1,873 shares; 2025Q1: 1,827 shares; 2025Q2: 1,786 shares; 2025Q3: 1,781 shares; 2025Q4: 1,850 shares; 2026Q1: 2,360 shares; 2026Q2: 2,244 shares 2,244 $379K 0.05% -116 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,918 shares; 2024Q4: 2,919 shares; 2025Q1: 2,920 shares; 2025Q2: 2,940 shares; 2025Q3: 2,940 shares; 2025Q4: 2,942 shares; 2026Q1: 1,986 shares; 2026Q2: 1,986 shares 1,986 $378K 0.05% 0 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; 2024Q3: 18,726 shares; 2024Q4: 17,828 shares; 2025Q1: 14,145 shares; 2025Q2: 15,241 shares; 2025Q3: 15,336 shares; 2025Q4: 15,227 shares; 2026Q1: 15,282 shares; 2026Q2: 15,040 shares 15,040 $377K 0.05% -242 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,197 shares; 2024Q4: 8,210 shares; 2025Q1: 8,125 shares; 2025Q2: 8,125 shares; 2025Q3: 8,125 shares; 2025Q4: 8,125 shares; 2026Q1: 8,125 shares; 2026Q2: 7,591 shares 7,591 $375K 0.05% -534 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,494 shares; 2024Q4: 7,587 shares; 2025Q1: 7,579 shares; 2025Q2: 10,044 shares; 2025Q3: 7,252 shares; 2025Q4: 7,168 shares; 2026Q1: 5,753 shares; 2026Q2: 1,470 shares 1,470 $374K 0.05% -4,283 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: 1,667 shares; 2024Q4: 1,895 shares; 2025Q1: 1,769 shares; 2025Q2: 1,751 shares; 2025Q3: 1,840 shares; 2025Q4: 1,898 shares; 2026Q1: 2,507 shares; 2026Q2: 2,704 shares 2,704 $366K 0.04% +197 Timeline OEF 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: 620 shares; 2025Q4: 620 shares; 2026Q1: not reported; 2026Q2: 999 shares 999 $365K 0.04% new Timeline IYW 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: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,433 shares; 2026Q1: 1,433 shares; 2026Q2: 1,433 shares 1,433 $361K 0.04% 0 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: 1,210 shares 1,210 $360K 0.04% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,388 shares; 2026Q1: 3,279 shares; 2026Q2: 3,687 shares 3,687 $354K 0.04% +408 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,407 shares; 2024Q4: 12,304 shares; 2025Q1: 12,142 shares; 2025Q2: 13,666 shares; 2025Q3: 13,908 shares; 2025Q4: 15,027 shares; 2026Q1: 14,930 shares; 2026Q2: 16,153 shares 16,153 $354K 0.04% +1,223 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,925 shares; 2026Q2: 3,845 shares 3,845 $353K 0.04% +920 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: 46,494 shares; 2024Q4: 45,221 shares; 2025Q1: 35,757 shares; 2025Q2: 34,150 shares; 2025Q3: 36,152 shares; 2025Q4: 36,300 shares; 2026Q1: 36,953 shares; 2026Q2: 36,736 shares 36,736 $352K 0.04% -217 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,498 shares; 2024Q4: 2,503 shares; 2025Q1: 2,419 shares; 2025Q2: 2,772 shares; 2025Q3: 2,427 shares; 2025Q4: 2,439 shares; 2026Q1: 2,328 shares; 2026Q2: 2,352 shares 2,352 $349K 0.04% +24 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879 shares; 2024Q4: 879 shares; 2025Q1: 881 shares; 2025Q2: 841 shares; 2025Q3: 844 shares; 2025Q4: 846 shares; 2026Q1: 848 shares; 2026Q2: 850 shares 850 $348K 0.04% +2 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: 3,855 shares; 2024Q4: 3,867 shares; 2025Q1: 3,849 shares; 2025Q2: 4,154 shares; 2025Q3: 4,183 shares; 2025Q4: 899 shares; 2026Q1: 1,260 shares; 2026Q2: 1,236 shares 1,236 $348K 0.04% -24 Timeline ESML 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: 4,784 shares; 2025Q1: not reported; 2025Q2: 4,895 shares; 2025Q3: 4,967 shares; 2025Q4: 4,360 shares; 2026Q1: 6,617 shares; 2026Q2: 6,210 shares 6,210 $347K 0.04% -407 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: 1,263 shares; 2024Q4: 1,306 shares; 2025Q1: 1,415 shares; 2025Q2: 1,619 shares; 2025Q3: 1,606 shares; 2025Q4: not reported; 2026Q1: 1,632 shares; 2026Q2: 1,164 shares 1,164 $347K 0.04% -468 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: 321 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 274 shares; 2025Q4: 352 shares; 2026Q1: 329 shares; 2026Q2: 305 shares 305 $346K 0.04% -24 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,534 shares; 2025Q3: 1,575 shares; 2025Q4: 1,817 shares; 2026Q1: 1,692 shares; 2026Q2: 1,707 shares 1,707 $342K 0.04% +15 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 962 shares; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 1,828 shares; 2026Q1: 2,628 shares; 2026Q2: 1,783 shares 1,783 $340K 0.04% -845 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,731 shares; 2026Q1: 2,062 shares; 2026Q2: 1,995 shares 1,995 $338K 0.04% -67 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,993 shares; 2024Q4: 11,008 shares; 2025Q1: 10,195 shares; 2025Q2: 8,697 shares; 2025Q3: 7,593 shares; 2025Q4: 8,553 shares; 2026Q1: 8,928 shares; 2026Q2: 7,959 shares 7,959 $337K 0.04% -969 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,067 shares; 2026Q2: 2,285 shares 2,285 $334K 0.04% +218 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: 2,267 shares; 2025Q4: 3,066 shares; 2026Q1: 3,356 shares; 2026Q2: 2,261 shares 2,261 $332K 0.04% -1,095 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: not reported; 2025Q2: 1,145 shares; 2025Q3: not reported; 2025Q4: 1,394 shares; 2026Q1: 1,835 shares; 2026Q2: 1,829 shares 1,829 $331K 0.04% -6 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197 shares; 2024Q4: 205 shares; 2025Q1: not reported; 2025Q2: 204 shares; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 238 shares; 2026Q2: 241 shares 241 $328K 0.04% +3 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,135 shares; 2026Q2: 2,576 shares 2,576 $326K 0.04% +441 Timeline VGK 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: 2,969 shares; 2024Q4: not reported; 2025Q1: 3,706 shares; 2025Q2: 3,706 shares; 2025Q3: 3,632 shares; 2025Q4: 3,632 shares; 2026Q1: 3,632 shares; 2026Q2: 3,682 shares 3,682 $326K 0.04% +50 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,489 shares; 2024Q4: 3,503 shares; 2025Q1: 3,509 shares; 2025Q2: 3,614 shares; 2025Q3: 3,625 shares; 2025Q4: 3,662 shares; 2026Q1: 3,870 shares; 2026Q2: 3,888 shares 3,888 $326K 0.04% +18 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,276 shares; 2026Q2: 2,915 shares 2,915 $322K 0.04% +639 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; 2024Q3: 10,201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,215 shares; 2025Q3: 10,354 shares; 2025Q4: 10,350 shares; 2026Q1: 10,419 shares; 2026Q2: 10,264 shares 10,264 $322K 0.04% -155 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,454 shares; 2025Q4: 4,569 shares; 2026Q1: 5,854 shares; 2026Q2: 5,900 shares 5,900 $321K 0.04% +46 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,150 shares; 2025Q1: 3,934 shares; 2025Q2: 4,109 shares; 2025Q3: 4,168 shares; 2025Q4: not reported; 2026Q1: 3,632 shares; 2026Q2: 3,625 shares 3,625 $321K 0.04% -7 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,593 shares; 2026Q1: not reported; 2026Q2: 3,090 shares 3,090 $320K 0.04% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 794 shares; 2025Q4: 917 shares; 2026Q1: 943 shares; 2026Q2: 918 shares 918 $313K 0.04% -25 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 554 shares; 2025Q3: 561 shares; 2025Q4: 568 shares; 2026Q1: 650 shares; 2026Q2: 610 shares 610 $311K 0.04% -40 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 786 shares 786 $310K 0.04% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,258 shares; 2025Q3: 1,260 shares; 2025Q4: 1,027 shares; 2026Q1: 1,027 shares; 2026Q2: 1,028 shares 1,028 $309K 0.04% +1 Timeline TLT 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: 2,357 shares; 2025Q3: 4,532 shares; 2025Q4: 4,637 shares; 2026Q1: 3,546 shares; 2026Q2: 3,571 shares 3,571 $309K 0.04% +25 Timeline EXC EXELON CORP More: the full row for EXELON 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: 6,288 shares; 2026Q1: 5,151 shares; 2026Q2: 6,589 shares 6,589 $307K 0.04% +1,438 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,556 shares; 2026Q1: 2,066 shares; 2026Q2: 2,068 shares 2,068 $307K 0.04% +2 Timeline SPTL 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: 11,591 shares; 2025Q2: 11,591 shares; 2025Q3: 11,591 shares; 2025Q4: 11,591 shares; 2026Q1: 11,591 shares; 2026Q2: 11,632 shares 11,632 $305K 0.04% +41 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS 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: 842 shares; 2025Q3: 848 shares; 2025Q4: 1,042 shares; 2026Q1: 1,067 shares; 2026Q2: 1,042 shares 1,042 $303K 0.04% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,638 shares; 2025Q3: 3,058 shares; 2025Q4: 3,606 shares; 2026Q1: 4,294 shares; 2026Q2: 3,635 shares 3,635 $300K 0.04% -659 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,334 shares; 2025Q1: 8,334 shares; 2025Q2: 6,315 shares; 2025Q3: 6,315 shares; 2025Q4: 7,515 shares; 2026Q1: 4,194 shares; 2026Q2: 5,878 shares 5,878 $300K 0.04% +1,684 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,986 shares; 2025Q2: 9,336 shares; 2025Q3: 8,313 shares; 2025Q4: 7,352 shares; 2026Q1: 7,598 shares; 2026Q2: 9,345 shares 9,345 $299K 0.04% +1,747 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY 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: 4,344 shares 4,344 $297K 0.04% new Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,464 shares; 2024Q4: 3,464 shares; 2025Q1: 3,464 shares; 2025Q2: 3,464 shares; 2025Q3: 3,464 shares; 2025Q4: 3,464 shares; 2026Q1: 3,464 shares; 2026Q2: 3,473 shares 3,473 $296K 0.04% +9 Timeline FAST FASTENAL CO More: the full row for FASTENAL 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: 4,389 shares; 2025Q4: 5,302 shares; 2026Q1: 5,484 shares; 2026Q2: 6,153 shares 6,153 $296K 0.04% +669 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,463 shares; 2026Q1: 3,919 shares; 2026Q2: 3,168 shares 3,168 $292K 0.04% -751 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,513 shares; 2026Q1: 5,810 shares; 2026Q2: 5,821 shares 5,821 $292K 0.04% +11 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 1,890 shares 1,890 $290K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 690 shares; 2026Q2: 800 shares 800 $290K 0.04% +110 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,793 shares; 2024Q4: not reported; 2025Q1: 8,566 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,440 shares 11,440 $280K 0.03% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 3,441 shares; 2026Q2: 3,728 shares 3,728 $277K 0.03% +287 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 11,221 shares; 2026Q1: 11,221 shares; 2026Q2: 11,221 shares 11,221 $275K 0.03% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,215 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,687 shares 1,687 $275K 0.03% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 990 shares; 2025Q3: not reported; 2025Q4: 994 shares; 2026Q1: 998 shares; 2026Q2: 1,019 shares 1,019 $275K 0.03% +21 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: 1,219 shares; 2025Q1: 1,303 shares; 2025Q2: 1,257 shares; 2025Q3: 1,331 shares; 2025Q4: 1,719 shares; 2026Q1: 1,273 shares; 2026Q2: 1,306 shares 1,306 $268K 0.03% +33 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,567 shares; 2024Q4: not reported; 2025Q1: 3,128 shares; 2025Q2: 3,186 shares; 2025Q3: 3,302 shares; 2025Q4: 3,296 shares; 2026Q1: 3,386 shares; 2026Q2: 3,451 shares 3,451 $268K 0.03% +65 Timeline ITA 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: 1,136 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares; 2026Q1: 1,226 shares; 2026Q2: 1,093 shares 1,093 $265K 0.03% -133 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: 613 shares 613 $265K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,433 shares; 2025Q3: 1,463 shares; 2025Q4: 1,660 shares; 2026Q1: 1,578 shares; 2026Q2: 1,629 shares 1,629 $264K 0.03% +51 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 547 shares; 2026Q2: 533 shares 533 $261K 0.03% -14 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,650 shares; 2026Q1: 2,358 shares; 2026Q2: 2,386 shares 2,386 $261K 0.03% +28 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,925 shares; 2026Q2: 859 shares 859 $260K 0.03% -3,066 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; 2024Q3: 21,066 shares; 2024Q4: 19,546 shares; 2025Q1: 17,206 shares; 2025Q2: 18,070 shares; 2025Q3: 12,670 shares; 2025Q4: 11,050 shares; 2026Q1: 10,950 shares; 2026Q2: 10,832 shares 10,832 $255K 0.03% -118 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,633 shares; 2026Q2: 10,583 shares 10,583 $255K 0.03% +950 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 1,518 shares 1,518 $255K 0.03% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD 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: 883 shares; 2025Q4: 1,281 shares; 2026Q1: 1,088 shares; 2026Q2: 1,067 shares 1,067 $253K 0.03% -21 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: not reported; 2026Q1: 838 shares; 2026Q2: 965 shares 965 $251K 0.03% +127 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: 1,614 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,814 shares; 2026Q2: 1,850 shares 1,850 $251K 0.03% +36 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,322 shares; 2024Q4: 6,314 shares; 2025Q1: 6,321 shares; 2025Q2: 6,318 shares; 2025Q3: 6,330 shares; 2025Q4: not reported; 2026Q1: 6,487 shares; 2026Q2: 6,314 shares 6,314 $250K 0.03% -173 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS 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: 324 shares 324 $247K 0.03% new 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: 10,336 shares; 2024Q4: 20,458 shares; 2025Q1: 13,499 shares; 2025Q2: 13,494 shares; 2025Q3: 13,494 shares; 2025Q4: 13,203 shares; 2026Q1: 8,823 shares; 2026Q2: 8,877 shares 8,877 $246K 0.03% +54 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,225 shares; 2026Q1: 4,225 shares; 2026Q2: 4,225 shares 4,225 $246K 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,948 shares; 2025Q1: 3,283 shares; 2025Q2: 2,823 shares; 2025Q3: 3,019 shares; 2025Q4: 3,086 shares; 2026Q1: 3,610 shares; 2026Q2: 2,934 shares 2,934 $245K 0.03% -676 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: 438 shares; 2026Q2: 467 shares 467 $244K 0.03% +29 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 736 shares 736 $243K 0.03% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,992 shares 8,992 $242K 0.03% new Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,500 shares; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 18,995 shares; 2026Q1: 19,063 shares; 2026Q2: 19,063 shares 19,063 $241K 0.03% 0 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; 2024Q3: 1,031 shares; 2024Q4: 1,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 642 shares; 2026Q2: 651 shares 651 $241K 0.03% +9 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: not reported; 2025Q4: not reported; 2026Q1: 3,656 shares; 2026Q2: 3,346 shares 3,346 $241K 0.03% -310 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: 705 shares 705 $240K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541 shares; 2024Q4: 492 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 490 shares; 2025Q4: 689 shares; 2026Q1: 750 shares; 2026Q2: 604 shares 604 $240K 0.03% -146 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,723 shares; 2026Q1: not reported; 2026Q2: 1,353 shares 1,353 $238K 0.03% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,502 shares; 2024Q4: 3,511 shares; 2025Q1: 3,511 shares; 2025Q2: 3,536 shares; 2025Q3: 3,536 shares; 2025Q4: 3,550 shares; 2026Q1: 2,842 shares; 2026Q2: 2,874 shares 2,874 $236K 0.03% +32 Timeline CSX CSX CORP More: the full row for CSX 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: 4,874 shares; 2026Q2: 4,951 shares 4,951 $235K 0.03% +77 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL 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: 2,989 shares; 2026Q2: 3,149 shares 3,149 $235K 0.03% +160 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 705 shares; 2026Q2: 746 shares 746 $234K 0.03% +41 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 241 shares 241 $233K 0.03% new Timeline AVMA AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,663 shares; 2024Q4: 3,547 shares; 2025Q1: 3,452 shares; 2025Q2: 3,392 shares; 2025Q3: 3,392 shares; 2025Q4: not reported; 2026Q1: 3,316 shares; 2026Q2: 3,113 shares 3,113 $227K 0.03% -203 Timeline XLG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,695 shares 3,695 $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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 413 shares; 2026Q2: 435 shares 435 $226K 0.03% +22 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB 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: 3,449 shares; 2026Q2: 3,904 shares 3,904 $225K 0.03% +455 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,357 shares; 2025Q3: 1,392 shares; 2025Q4: 1,450 shares; 2026Q1: not reported; 2026Q2: 976 shares 976 $221K 0.03% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 2,649 shares; 2026Q2: 2,153 shares 2,153 $220K 0.03% -496 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC 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: 992 shares; 2025Q4: 1,080 shares; 2026Q1: 1,029 shares; 2026Q2: 1,091 shares 1,091 $220K 0.03% +62 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC 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: 3,920 shares 3,920 $220K 0.03% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,397 shares 4,397 $219K 0.03% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 1,208 shares; 2026Q2: 1,208 shares 1,208 $219K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX 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: 2,214 shares 2,214 $218K 0.03% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 1,815 shares; 2025Q4: 1,879 shares; 2026Q1: not reported; 2026Q2: 2,166 shares 2,166 $217K 0.03% new Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 1,910 shares 1,910 $216K 0.03% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 1,257 shares 1,257 $215K 0.03% new Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,249 shares 3,249 $214K 0.03% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 471 shares 471 $210K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,596 shares 2,596 $209K 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC 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: 1,451 shares 1,451 $208K 0.03% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 1,686 shares; 2026Q2: 1,839 shares 1,839 $207K 0.03% +153 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,396 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,396 shares 5,396 $206K 0.03% new Timeline CRH CRH PLC More: the full row for CRH PLC 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: 1,916 shares 1,916 $205K 0.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 959 shares 959 $204K 0.02% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,131 shares; 2026Q1: not reported; 2026Q2: 876 shares 876 $204K 0.02% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 632 shares; 2026Q2: 506 shares 506 $203K 0.02% -126 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,165 shares 3,165 $203K 0.02% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 1,225 shares 1,225 $202K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,188 shares 1,188 $202K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 368 shares; 2025Q4: 382 shares; 2026Q1: not reported; 2026Q2: 391 shares 391 $201K 0.02% new Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,947 shares 3,947 $200K 0.02% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 145 shares 145 $200K 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; 2024Q3: 23,568 shares; 2024Q4: 23,568 shares; 2025Q1: 18,155 shares; 2025Q2: 17,488 shares; 2025Q3: 19,903 shares; 2025Q4: 20,401 shares; 2026Q1: 20,781 shares; 2026Q2: 21,000 shares 21,000 $184K 0.02% +219 Timeline HLN HALEON PLC More: the full row for HALEON PLC 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: 17,592 shares 17,592 $164K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,441 shares; 2025Q1: 10,953 shares; 2025Q2: 13,628 shares; 2025Q3: 13,898 shares; 2025Q4: 15,230 shares; 2026Q1: 14,870 shares; 2026Q2: 11,702 shares 11,702 $163K 0.02% -3,168 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,117 shares; 2025Q3: 10,842 shares; 2025Q4: 11,033 shares; 2026Q1: 10,857 shares; 2026Q2: 10,531 shares 10,531 $145K 0.02% -326 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS 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: 37,994 shares; 2026Q1: 37,155 shares; 2026Q2: 37,155 shares 37,155 $136K 0.02% 0 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI 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: 14,745 shares 14,745 $85.2K 0.01% new Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 10,268 shares 10,268 $81.1K 0.01% new 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; 2024Q3: 15,783 shares; 2024Q4: 17,632 shares; 2025Q1: 15,783 shares; 2025Q2: 16,992 shares; 2025Q3: 16,992 shares; 2025Q4: 17,339 shares; 2026Q1: 17,339 shares; 2026Q2: 17,532 shares 17,532 $78.9K 0.01% +193 Timeline SITC SITE CTRS CORP More: the full row for SITE CTRS 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: 11,062 shares 11,062 $43.9K 0.01% new Timeline