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: 276,201 shares; 2024Q4: 281,434 shares; 2025Q1: 294,132 shares; 2025Q2: 295,867 shares; 2025Q3: 293,516 shares; 2025Q4: 284,296 shares; 2026Q1: 280,269 shares; 2026Q2: 285,055 shares 285,055 $196M 15.16% +4,786 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: 144,244 shares; 2024Q4: 146,844 shares; 2025Q1: 146,837 shares; 2025Q2: 147,672 shares; 2025Q3: 146,799 shares; 2025Q4: 146,431 shares; 2026Q1: 150,149 shares; 2026Q2: 151,529 shares 151,529 $112M 8.64% +1,380 Timeline VTES 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: 617,037 shares; 2024Q4: 631,786 shares; 2025Q1: 647,297 shares; 2025Q2: 637,076 shares; 2025Q3: 636,155 shares; 2025Q4: 668,567 shares; 2026Q1: 725,519 shares; 2026Q2: 739,648 shares 739,648 $74.9M 5.8% +14,129 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: 67,090 shares; 2024Q4: 69,108 shares; 2025Q1: 66,067 shares; 2025Q2: 68,119 shares; 2025Q3: 68,902 shares; 2025Q4: 70,865 shares; 2026Q1: 75,119 shares; 2026Q2: 76,939 shares 76,939 $57.6M 4.46% +1,820 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539,902 shares; 2024Q4: 540,610 shares; 2025Q1: 533,696 shares; 2025Q2: 529,251 shares; 2025Q3: 528,789 shares; 2025Q4: 526,343 shares; 2026Q1: 509,667 shares; 2026Q2: 541,423 shares 541,423 $52.3M 4.05% +31,756 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: 58,669 shares; 2024Q4: 341,734 shares; 2025Q1: 361,063 shares; 2025Q2: 348,373 shares; 2025Q3: 338,238 shares; 2025Q4: 337,442 shares; 2026Q1: 337,918 shares; 2026Q2: 338,838 shares 338,838 $49.6M 3.84% +920 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648,568 shares; 2024Q4: 653,543 shares; 2025Q1: 651,513 shares; 2025Q2: 643,312 shares; 2025Q3: 625,249 shares; 2025Q4: 606,379 shares; 2026Q1: 600,674 shares; 2026Q2: 597,473 shares 597,473 $49.5M 3.83% -3,201 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: 1,210,382 shares; 2024Q4: 1,234,291 shares; 2025Q1: 1,361,318 shares; 2025Q2: 1,345,355 shares; 2025Q3: 1,320,123 shares; 2025Q4: 1,294,191 shares; 2026Q1: 1,186,543 shares; 2026Q2: 1,198,371 shares 1,198,371 $42M 3.25% +11,828 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: 898,235 shares; 2024Q4: 854,511 shares; 2025Q1: 849,792 shares; 2025Q2: 846,904 shares; 2025Q3: 849,891 shares; 2025Q4: 770,002 shares; 2026Q1: 771,747 shares; 2026Q2: 754,353 shares 754,353 $41.5M 3.21% -17,394 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: 95,246 shares; 2024Q4: 93,909 shares; 2025Q1: 90,515 shares; 2025Q2: 89,455 shares; 2025Q3: 88,503 shares; 2025Q4: 87,394 shares; 2026Q1: 86,531 shares; 2026Q2: 85,288 shares 85,288 $34.9M 2.7% -1,243 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: 181,344 shares; 2024Q4: 248,479 shares; 2025Q1: 282,413 shares; 2025Q2: 299,186 shares; 2025Q3: 333,353 shares; 2025Q4: 347,522 shares; 2026Q1: 390,234 shares; 2026Q2: 418,386 shares 418,386 $32.1M 2.49% +28,152 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450,176 shares; 2024Q4: 489,036 shares; 2025Q1: 522,864 shares; 2025Q2: 561,403 shares; 2025Q3: 585,903 shares; 2025Q4: 679,626 shares; 2026Q1: 762,244 shares; 2026Q2: 802,407 shares 802,407 $31.7M 2.46% +40,163 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,949 shares; 2024Q4: 230,162 shares; 2025Q1: 216,782 shares; 2025Q2: 214,295 shares; 2025Q3: 210,228 shares; 2025Q4: 205,539 shares; 2026Q1: 180,890 shares; 2026Q2: 175,179 shares 175,179 $28.8M 2.23% -5,711 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 961,209 shares; 2024Q4: 970,495 shares; 2025Q1: 966,696 shares; 2025Q2: 957,645 shares; 2025Q3: 969,998 shares; 2025Q4: 973,477 shares; 2026Q1: 908,162 shares; 2026Q2: 898,892 shares 898,892 $26M 2.02% -9,270 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,778 shares; 2024Q4: 319,010 shares; 2025Q1: 313,477 shares; 2025Q2: 300,250 shares; 2025Q3: 305,773 shares; 2025Q4: 302,121 shares; 2026Q1: 312,859 shares; 2026Q2: 318,076 shares 318,076 $25.1M 1.95% +5,217 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: 405,304 shares; 2024Q4: 417,736 shares; 2025Q1: 424,098 shares; 2025Q2: 424,837 shares; 2025Q3: 421,688 shares; 2025Q4: 422,976 shares; 2026Q1: 403,522 shares; 2026Q2: 418,590 shares 418,590 $22.6M 1.75% +15,068 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: 455,532 shares; 2024Q4: 458,170 shares; 2025Q1: 455,684 shares; 2025Q2: 463,229 shares; 2025Q3: 474,837 shares; 2025Q4: 477,142 shares; 2026Q1: 482,096 shares; 2026Q2: 496,979 shares 496,979 $20M 1.55% +14,883 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: 56,240 shares; 2024Q4: 58,082 shares; 2025Q1: 57,154 shares; 2025Q2: 56,377 shares; 2025Q3: 61,196 shares; 2025Q4: 59,262 shares; 2026Q1: 62,389 shares; 2026Q2: 67,427 shares 67,427 $19.5M 1.51% +5,038 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: 168,165 shares; 2024Q4: 163,350 shares; 2025Q1: 163,143 shares; 2025Q2: 162,545 shares; 2025Q3: 155,714 shares; 2025Q4: 142,332 shares; 2026Q1: 132,124 shares; 2026Q2: 132,230 shares 132,230 $17M 1.32% +106 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,252 shares; 2024Q4: 114,025 shares; 2025Q1: 130,639 shares; 2025Q2: 141,026 shares; 2025Q3: 167,929 shares; 2025Q4: 188,223 shares; 2026Q1: 188,247 shares; 2026Q2: 203,801 shares 203,801 $15.7M 1.22% +15,554 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: 148,616 shares; 2024Q4: 151,445 shares; 2025Q1: 160,785 shares; 2025Q2: 172,142 shares; 2025Q3: 179,768 shares; 2025Q4: 186,450 shares; 2026Q1: 185,127 shares; 2026Q2: 189,932 shares 189,932 $15.6M 1.21% +4,805 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,171 shares; 2024Q4: 78,535 shares; 2025Q1: 81,787 shares; 2025Q2: 84,287 shares; 2025Q3: 87,668 shares; 2025Q4: 93,077 shares; 2026Q1: 104,868 shares; 2026Q2: 111,735 shares 111,735 $15.4M 1.19% +6,867 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,810 shares; 2024Q4: 172,389 shares; 2025Q1: 180,550 shares; 2025Q2: 182,860 shares; 2025Q3: 197,582 shares; 2025Q4: 217,815 shares; 2026Q1: 245,302 shares; 2026Q2: 262,339 shares 262,339 $12.7M 0.98% +17,037 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: 66,540 shares; 2024Q4: 96,586 shares; 2025Q1: 100,114 shares; 2025Q2: 99,032 shares; 2025Q3: 101,271 shares; 2025Q4: 106,819 shares; 2026Q1: 117,871 shares; 2026Q2: 120,222 shares 120,222 $11.9M 0.92% +2,351 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: 9,283 shares; 2024Q4: 9,381 shares; 2025Q1: 9,387 shares; 2025Q2: 9,384 shares; 2025Q3: 9,358 shares; 2025Q4: 9,457 shares; 2026Q1: 9,406 shares; 2026Q2: 9,460 shares 9,460 $11.3M 0.88% +54 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,116 shares; 2024Q4: 33,197 shares; 2025Q1: 34,472 shares; 2025Q2: 35,845 shares; 2025Q3: 37,649 shares; 2025Q4: 41,331 shares; 2026Q1: 45,666 shares; 2026Q2: 49,164 shares 49,164 $11.2M 0.86% +3,498 Timeline SPTS 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: 352,780 shares; 2024Q4: 334,476 shares; 2025Q1: 301,423 shares; 2025Q2: 278,427 shares; 2025Q3: 271,676 shares; 2025Q4: 269,595 shares; 2026Q1: 266,705 shares; 2026Q2: 268,853 shares 268,853 $7.8M 0.6% +2,148 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: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $7.49M 0.58% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,219 shares; 2024Q4: 38,482 shares; 2025Q1: 40,695 shares; 2025Q2: 41,765 shares; 2025Q3: 42,593 shares; 2025Q4: 46,447 shares; 2026Q1: 46,611 shares; 2026Q2: 43,621 shares 43,621 $6.85M 0.53% -2,990 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,799 shares; 2024Q4: 187,438 shares; 2025Q1: 196,706 shares; 2025Q2: 204,568 shares; 2025Q3: 219,163 shares; 2025Q4: 243,655 shares; 2026Q1: 253,896 shares; 2026Q2: 255,365 shares 255,365 $6.38M 0.49% +1,469 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: 90,448 shares; 2024Q4: 99,336 shares; 2025Q1: 91,989 shares; 2025Q2: 100,802 shares; 2025Q3: 98,545 shares; 2025Q4: 73,502 shares; 2026Q1: 72,624 shares; 2026Q2: 70,500 shares 70,500 $6.03M 0.47% -2,124 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: 4,607 shares; 2024Q4: 4,345 shares; 2025Q1: 4,359 shares; 2025Q2: 16,474 shares; 2025Q3: 16,909 shares; 2025Q4: 16,421 shares; 2026Q1: 16,557 shares; 2026Q2: 16,250 shares 16,250 $6.01M 0.47% -307 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: 81,701 shares; 2024Q4: 86,518 shares; 2025Q1: 79,967 shares; 2025Q2: 89,322 shares; 2025Q3: 87,889 shares; 2025Q4: 87,244 shares; 2026Q1: 85,746 shares; 2026Q2: 84,248 shares 84,248 $6M 0.46% -1,498 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: 19,312 shares; 2024Q4: 17,945 shares; 2025Q1: 16,424 shares; 2025Q2: 14,264 shares; 2025Q3: 13,913 shares; 2025Q4: 11,794 shares; 2026Q1: 11,133 shares; 2026Q2: 68,447 shares 68,447 $5.9M 0.46% +57,314 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: 38,076 shares; 2024Q4: 38,898 shares; 2025Q1: 38,141 shares; 2025Q2: 38,853 shares; 2025Q3: 38,967 shares; 2025Q4: 38,922 shares; 2026Q1: 39,973 shares; 2026Q2: 39,461 shares 39,461 $5.85M 0.45% -512 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,401 shares; 2024Q4: 85,617 shares; 2025Q1: 83,789 shares; 2025Q2: 79,263 shares; 2025Q3: 78,844 shares; 2025Q4: 77,035 shares; 2026Q1: 76,210 shares; 2026Q2: 75,348 shares 75,348 $5.7M 0.44% -862 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: 10,297 shares; 2024Q4: 10,476 shares; 2025Q1: 10,526 shares; 2025Q2: 10,537 shares; 2025Q3: 10,557 shares; 2025Q4: 10,532 shares; 2026Q1: 10,475 shares; 2026Q2: 10,473 shares 10,473 $5.24M 0.41% -2 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: 20,358 shares; 2024Q4: 19,649 shares; 2025Q1: 19,219 shares; 2025Q2: 19,329 shares; 2025Q3: 19,468 shares; 2025Q4: 19,421 shares; 2026Q1: 20,826 shares; 2026Q2: 20,318 shares 20,318 $5.16M 0.4% -508 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,781 shares; 2024Q4: 26,420 shares; 2025Q1: 29,257 shares; 2025Q2: 30,803 shares; 2025Q3: 32,995 shares; 2025Q4: 36,826 shares; 2026Q1: 43,686 shares; 2026Q2: 45,969 shares 45,969 $5.01M 0.39% +2,283 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: 7,777 shares; 2024Q4: 8,749 shares; 2025Q1: 13,530 shares; 2025Q2: 10,425 shares; 2025Q3: 13,019 shares; 2025Q4: 12,083 shares; 2026Q1: 13,016 shares; 2026Q2: 12,885 shares 12,885 $4.81M 0.37% -131 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: 27,902 shares; 2024Q4: 27,877 shares; 2025Q1: 25,065 shares; 2025Q2: 23,331 shares; 2025Q3: 22,806 shares; 2025Q4: 22,914 shares; 2026Q1: 22,550 shares; 2026Q2: 21,757 shares 21,757 $4.74M 0.37% -793 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,528 shares; 2024Q4: 18,847 shares; 2025Q1: 18,847 shares; 2025Q2: 18,841 shares; 2025Q3: 18,587 shares; 2025Q4: 16,897 shares; 2026Q1: 14,807 shares; 2026Q2: 14,811 shares 14,811 $4.66M 0.36% +4 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: 28,155 shares; 2024Q4: 23,720 shares; 2025Q1: 21,609 shares; 2025Q2: 21,542 shares; 2025Q3: 21,368 shares; 2025Q4: 16,802 shares; 2026Q1: 15,330 shares; 2026Q2: 56,727 shares 56,727 $4.57M 0.35% +41,397 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,097 shares; 2024Q4: 47,724 shares; 2025Q1: 47,651 shares; 2025Q2: 47,125 shares; 2025Q3: 46,142 shares; 2025Q4: 46,866 shares; 2026Q1: 46,026 shares; 2026Q2: 44,235 shares 44,235 $4.22M 0.33% -1,791 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,331 shares; 2024Q4: 32,981 shares; 2025Q1: 34,367 shares; 2025Q2: 34,161 shares; 2025Q3: 35,711 shares; 2025Q4: 38,797 shares; 2026Q1: 45,451 shares; 2026Q2: 47,624 shares 47,624 $3.91M 0.3% +2,173 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,639 shares; 2024Q4: 44,892 shares; 2025Q1: 48,484 shares; 2025Q2: 51,072 shares; 2025Q3: 54,785 shares; 2025Q4: 60,718 shares; 2026Q1: 73,083 shares; 2026Q2: 76,837 shares 76,837 $3.89M 0.3% +3,754 Timeline DFNM 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: 90,704 shares; 2024Q4: 90,138 shares; 2025Q1: 79,701 shares; 2025Q2: 79,108 shares; 2025Q3: 79,150 shares; 2025Q4: 79,203 shares; 2026Q1: 80,292 shares; 2026Q2: 79,330 shares 79,330 $3.83M 0.3% -962 Timeline SCHM 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: 37,071 shares; 2024Q4: 111,588 shares; 2025Q1: 109,425 shares; 2025Q2: 108,142 shares; 2025Q3: 102,820 shares; 2025Q4: 103,209 shares; 2026Q1: 101,866 shares; 2026Q2: 99,915 shares 99,915 $3.68M 0.29% -1,951 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: 23,191 shares; 2024Q4: 23,271 shares; 2025Q1: 23,143 shares; 2025Q2: 23,064 shares; 2025Q3: 23,011 shares; 2025Q4: 23,096 shares; 2026Q1: 23,178 shares; 2026Q2: 23,952 shares 23,952 $3.51M 0.27% +774 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,561 shares; 2024Q4: 45,747 shares; 2025Q1: 42,647 shares; 2025Q2: 42,015 shares; 2025Q3: 41,668 shares; 2025Q4: 41,874 shares; 2026Q1: 43,251 shares; 2026Q2: 43,499 shares 43,499 $3.39M 0.26% +248 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,623 shares; 2026Q1: 90,988 shares; 2026Q2: 93,807 shares 93,807 $3.38M 0.26% +2,819 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: 23,956 shares; 2024Q4: 24,145 shares; 2025Q1: 24,054 shares; 2025Q2: 23,980 shares; 2025Q3: 24,135 shares; 2025Q4: 24,162 shares; 2026Q1: 24,912 shares; 2026Q2: 24,302 shares 24,302 $3.32M 0.26% -610 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,144 shares; 2024Q4: 52,189 shares; 2025Q1: 54,914 shares; 2025Q2: 57,091 shares; 2025Q3: 62,196 shares; 2025Q4: 63,103 shares; 2026Q1: 58,943 shares; 2026Q2: 58,079 shares 58,079 $3.18M 0.25% -864 Timeline SPYM 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: 52,837 shares; 2024Q4: 52,510 shares; 2025Q1: 52,416 shares; 2025Q2: 47,590 shares; 2025Q3: 45,202 shares; 2025Q4: 44,237 shares; 2026Q1: 40,924 shares; 2026Q2: 35,074 shares 35,074 $3.08M 0.24% -5,850 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: 3,948 shares; 2024Q4: 7,854 shares; 2025Q1: 7,784 shares; 2025Q2: 8,586 shares; 2025Q3: 9,588 shares; 2025Q4: 13,029 shares; 2026Q1: 13,869 shares; 2026Q2: 15,169 shares 15,169 $3.04M 0.24% +1,300 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: 6,131 shares; 2024Q4: 6,134 shares; 2025Q1: 5,993 shares; 2025Q2: 6,351 shares; 2025Q3: 6,354 shares; 2025Q4: 6,156 shares; 2026Q1: 6,075 shares; 2026Q2: 24,062 shares 24,062 $2.99M 0.23% +17,987 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: 39,530 shares; 2024Q4: 39,581 shares; 2025Q1: 40,604 shares; 2025Q2: 41,912 shares; 2025Q3: 48,819 shares; 2025Q4: 49,289 shares; 2026Q1: 48,922 shares; 2026Q2: 48,327 shares 48,327 $2.7M 0.21% -595 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,871 shares; 2024Q4: 4,627 shares; 2025Q1: 4,628 shares; 2025Q2: 4,710 shares; 2025Q3: 5,957 shares; 2025Q4: 7,169 shares; 2026Q1: 7,314 shares; 2026Q2: 7,463 shares 7,463 $2.67M 0.21% +149 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,030 shares; 2024Q4: 41,261 shares; 2025Q1: 42,357 shares; 2025Q2: 43,919 shares; 2025Q3: 50,899 shares; 2025Q4: 51,982 shares; 2026Q1: 51,511 shares; 2026Q2: 51,152 shares 51,152 $2.67M 0.21% -359 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: 22,821 shares; 2024Q4: 24,706 shares; 2025Q1: 24,959 shares; 2025Q2: 25,139 shares; 2025Q3: 25,270 shares; 2025Q4: 27,228 shares; 2026Q1: 28,970 shares; 2026Q2: 31,471 shares 31,471 $2.59M 0.2% +2,501 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: 47,648 shares; 2024Q4: 45,414 shares; 2025Q1: 45,207 shares; 2025Q2: 42,718 shares; 2025Q3: 42,830 shares; 2025Q4: 42,684 shares; 2026Q1: 44,158 shares; 2026Q2: 44,438 shares 44,438 $2.59M 0.2% +280 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: 15,652 shares; 2024Q4: 15,714 shares; 2025Q1: 15,720 shares; 2025Q2: 15,749 shares; 2025Q3: 15,752 shares; 2025Q4: 15,771 shares; 2026Q1: 15,788 shares; 2026Q2: 15,796 shares 15,796 $2.56M 0.2% +8 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: not reported; 2025Q4: 6,080 shares; 2026Q1: 6,100 shares; 2026Q2: 7,483 shares 7,483 $2.55M 0.2% +1,383 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,009 shares; 2024Q4: 11,870 shares; 2025Q1: 11,739 shares; 2025Q2: 13,730 shares; 2025Q3: 14,834 shares; 2025Q4: 15,969 shares; 2026Q1: 15,892 shares; 2026Q2: 15,903 shares 15,903 $2.45M 0.19% +11 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: 2,719 shares; 2024Q4: 2,749 shares; 2025Q1: 2,602 shares; 2025Q2: 2,611 shares; 2025Q3: 2,630 shares; 2025Q4: 2,730 shares; 2026Q1: 2,370 shares; 2026Q2: 2,417 shares 2,417 $2.44M 0.19% +47 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: 55,357 shares; 2024Q4: 55,480 shares; 2025Q1: 67,594 shares; 2025Q2: 65,710 shares; 2025Q3: 59,483 shares; 2025Q4: 59,577 shares; 2026Q1: 58,491 shares; 2026Q2: 58,372 shares 58,372 $2.41M 0.19% -119 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,710 shares; 2024Q4: 3,033 shares; 2025Q1: 3,324 shares; 2025Q2: 3,656 shares; 2025Q3: 3,860 shares; 2025Q4: 4,819 shares; 2026Q1: 5,512 shares; 2026Q2: 5,978 shares 5,978 $2.36M 0.18% +466 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,401 shares; 2024Q4: 6,400 shares; 2025Q1: 6,403 shares; 2025Q2: 6,403 shares; 2025Q3: 6,406 shares; 2025Q4: 6,412 shares; 2026Q1: 6,412 shares; 2026Q2: 6,412 shares 6,412 $2.33M 0.18% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,784 shares; 2024Q4: 9,105 shares; 2025Q1: 9,975 shares; 2025Q2: 10,615 shares; 2025Q3: 11,148 shares; 2025Q4: 13,079 shares; 2026Q1: 14,766 shares; 2026Q2: 16,581 shares 16,581 $2.06M 0.16% +1,815 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: 2,956 shares; 2024Q4: 3,061 shares; 2025Q1: 3,108 shares; 2025Q2: 3,113 shares; 2025Q3: 3,166 shares; 2025Q4: 3,532 shares; 2026Q1: 3,419 shares; 2026Q2: 3,547 shares 3,547 $2M 0.15% +128 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: 5,519 shares; 2024Q4: 5,554 shares; 2025Q1: 5,232 shares; 2025Q2: 5,253 shares; 2025Q3: 5,279 shares; 2025Q4: 5,318 shares; 2026Q1: 5,320 shares; 2026Q2: 5,184 shares 5,184 $1.92M 0.15% -136 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,795 shares; 2024Q4: 39,147 shares; 2025Q1: 38,511 shares; 2025Q2: 30,371 shares; 2025Q3: 31,163 shares; 2025Q4: 31,049 shares; 2026Q1: 34,385 shares; 2026Q2: 34,427 shares 34,427 $1.8M 0.14% +42 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,309 shares; 2024Q4: 3,648 shares; 2025Q1: 3,767 shares; 2025Q2: 3,998 shares; 2025Q3: 3,799 shares; 2025Q4: 5,310 shares; 2026Q1: 7,021 shares; 2026Q2: 7,510 shares 7,510 $1.79M 0.14% +489 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,381 shares; 2024Q4: 25,470 shares; 2025Q1: 27,601 shares; 2025Q2: 33,323 shares; 2025Q3: 35,788 shares; 2025Q4: 37,748 shares; 2026Q1: 36,902 shares; 2026Q2: 36,881 shares 36,881 $1.75M 0.14% -21 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: 1,843 shares; 2024Q4: 2,430 shares; 2025Q1: 2,467 shares; 2025Q2: 2,564 shares; 2025Q3: 3,730 shares; 2025Q4: 4,469 shares; 2026Q1: 4,737 shares; 2026Q2: 4,884 shares 4,884 $1.73M 0.13% +147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,130 shares; 2026Q1: 47,703 shares; 2026Q2: 48,729 shares 48,729 $1.7M 0.13% +1,026 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,398 shares; 2025Q3: 5,403 shares; 2025Q4: 5,462 shares; 2026Q1: 5,463 shares; 2026Q2: 5,398 shares 5,398 $1.65M 0.13% -65 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: 33,442 shares; 2024Q4: 33,515 shares; 2025Q1: 33,559 shares; 2025Q2: 33,613 shares; 2025Q3: 32,562 shares; 2025Q4: 32,609 shares; 2026Q1: 31,894 shares; 2026Q2: 30,958 shares 30,958 $1.6M 0.12% -936 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,956 shares; 2024Q4: 10,726 shares; 2025Q1: 10,179 shares; 2025Q2: 11,786 shares; 2025Q3: 11,984 shares; 2025Q4: 12,827 shares; 2026Q1: 12,851 shares; 2026Q2: 12,829 shares 12,829 $1.5M 0.12% -22 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,422 shares; 2024Q4: 18,413 shares; 2025Q1: 16,497 shares; 2025Q2: 16,356 shares; 2025Q3: 16,161 shares; 2025Q4: 16,228 shares; 2026Q1: 15,857 shares; 2026Q2: 15,565 shares 15,565 $1.5M 0.12% -292 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,999 shares; 2024Q4: 15,380 shares; 2025Q1: 15,380 shares; 2025Q2: 15,380 shares; 2025Q3: 15,380 shares; 2025Q4: 15,578 shares; 2026Q1: 11,118 shares; 2026Q2: 10,821 shares 10,821 $1.49M 0.12% -297 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: 3,933 shares; 2024Q4: 4,041 shares; 2025Q1: 3,883 shares; 2025Q2: 3,876 shares; 2025Q3: 3,983 shares; 2025Q4: 3,838 shares; 2026Q1: 3,821 shares; 2026Q2: 3,895 shares 3,895 $1.46M 0.11% +74 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: 827 shares; 2024Q4: 875 shares; 2025Q1: 841 shares; 2025Q2: 856 shares; 2025Q3: 870 shares; 2025Q4: 1,348 shares; 2026Q1: 1,352 shares; 2026Q2: 1,359 shares 1,359 $1.45M 0.11% +7 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: 12,227 shares; 2024Q4: 13,452 shares; 2025Q1: 10,538 shares; 2025Q2: 12,271 shares; 2025Q3: 13,065 shares; 2025Q4: 14,197 shares; 2026Q1: 14,056 shares; 2026Q2: 14,039 shares 14,039 $1.44M 0.11% -17 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,278 shares; 2025Q1: 1,326 shares; 2025Q2: 1,771 shares; 2025Q3: 1,908 shares; 2025Q4: 2,520 shares; 2026Q1: 3,561 shares; 2026Q2: 3,780 shares 3,780 $1.43M 0.11% +219 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: 9,130 shares; 2024Q4: 8,661 shares; 2025Q1: 8,571 shares; 2025Q2: 8,535 shares; 2025Q3: 8,560 shares; 2025Q4: 8,542 shares; 2026Q1: 7,478 shares; 2026Q2: 6,901 shares 6,901 $1.36M 0.11% -577 Timeline AME AMETEK INC More: the full row for AMETEK 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: 5,466 shares; 2026Q1: 5,477 shares; 2026Q2: 5,483 shares 5,483 $1.33M 0.1% +6 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: 3,353 shares; 2024Q4: 3,374 shares; 2025Q1: 3,386 shares; 2025Q2: 5,350 shares; 2025Q3: 3,768 shares; 2025Q4: 3,786 shares; 2026Q1: 3,781 shares; 2026Q2: 3,791 shares 3,791 $1.3M 0.1% +10 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: 1,865 shares; 2024Q4: 1,850 shares; 2025Q1: 1,755 shares; 2025Q2: 1,757 shares; 2025Q3: 1,760 shares; 2025Q4: 1,752 shares; 2026Q1: 1,753 shares; 2026Q2: 1,728 shares 1,728 $1.29M 0.1% -25 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: 1,164 shares; 2024Q4: 1,229 shares; 2025Q1: 1,224 shares; 2025Q2: 1,207 shares; 2025Q3: 1,203 shares; 2025Q4: 1,306 shares; 2026Q1: 1,383 shares; 2026Q2: 1,375 shares 1,375 $1.29M 0.1% -8 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,532 shares; 2024Q4: 10,812 shares; 2025Q1: 11,262 shares; 2025Q2: 10,345 shares; 2025Q3: 9,567 shares; 2025Q4: 9,403 shares; 2026Q1: 8,923 shares; 2026Q2: 7,757 shares 7,757 $1.27M 0.1% -1,166 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: 2,614 shares; 2024Q4: 2,927 shares; 2025Q1: 2,943 shares; 2025Q2: 2,965 shares; 2025Q3: 3,700 shares; 2025Q4: 3,198 shares; 2026Q1: 3,704 shares; 2026Q2: 3,832 shares 3,832 $1.25M 0.1% +128 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,815 shares; 2024Q4: 16,797 shares; 2025Q1: 16,744 shares; 2025Q2: 20,244 shares; 2025Q3: 21,588 shares; 2025Q4: 24,183 shares; 2026Q1: 24,418 shares; 2026Q2: 24,395 shares 24,395 $1.22M 0.09% -23 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: 958 shares; 2024Q4: 1,005 shares; 2025Q1: 1,013 shares; 2025Q2: 968 shares; 2025Q3: 990 shares; 2025Q4: 952 shares; 2026Q1: 996 shares; 2026Q2: 995 shares 995 $1.17M 0.09% -1 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,838 shares; 2024Q4: 24,363 shares; 2025Q1: 23,336 shares; 2025Q2: 22,597 shares; 2025Q3: 22,452 shares; 2025Q4: 22,520 shares; 2026Q1: 22,652 shares; 2026Q2: 23,107 shares 23,107 $1.16M 0.09% +455 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,001 shares; 2024Q4: 9,993 shares; 2025Q1: 10,051 shares; 2025Q2: 9,442 shares; 2025Q3: 8,632 shares; 2025Q4: 7,781 shares; 2026Q1: 8,117 shares; 2026Q2: 6,419 shares 6,419 $1.13M 0.09% -1,698 Timeline MGC 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: 6,177 shares; 2024Q4: 4,417 shares; 2025Q1: 4,430 shares; 2025Q2: 4,430 shares; 2025Q3: 4,215 shares; 2025Q4: 4,234 shares; 2026Q1: 4,076 shares; 2026Q2: 4,085 shares 4,085 $1.12M 0.09% +9 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: 12,183 shares; 2024Q4: 12,081 shares; 2025Q1: 11,262 shares; 2025Q2: 16,199 shares; 2025Q3: 17,829 shares; 2025Q4: 15,179 shares; 2026Q1: 14,804 shares; 2026Q2: 12,963 shares 12,963 $1.09M 0.08% -1,841 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,465 shares; 2024Q4: 2,466 shares; 2025Q1: 2,466 shares; 2025Q2: 2,466 shares; 2025Q3: 2,484 shares; 2025Q4: 2,467 shares; 2026Q1: 2,468 shares; 2026Q2: 12,341 shares 12,341 $1.08M 0.08% +9,873 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: 3,838 shares; 2024Q4: 3,963 shares; 2025Q1: 4,019 shares; 2025Q2: 4,022 shares; 2025Q3: 4,031 shares; 2025Q4: 5,404 shares; 2026Q1: 5,475 shares; 2026Q2: 5,644 shares 5,644 $1.07M 0.08% +169 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 4,890 shares; 2025Q1: 4,897 shares; 2025Q2: 5,605 shares; 2025Q3: 5,654 shares; 2025Q4: 5,622 shares; 2026Q1: 5,628 shares; 2026Q2: 5,635 shares 5,635 $1.06M 0.08% +7 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: 16,247 shares; 2024Q4: 16,247 shares; 2025Q1: 12,797 shares; 2025Q2: 14,006 shares; 2025Q3: 14,006 shares; 2025Q4: 14,006 shares; 2026Q1: 14,006 shares; 2026Q2: 13,788 shares 13,788 $1.04M 0.08% -218 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: 2,067 shares; 2024Q4: 2,474 shares; 2025Q1: 1,729 shares; 2025Q2: 1,924 shares; 2025Q3: 2,008 shares; 2025Q4: 2,262 shares; 2026Q1: 2,305 shares; 2026Q2: 2,461 shares 2,461 $1.03M 0.08% +156 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: 15,000 shares; 2024Q4: 15,413 shares; 2025Q1: 15,696 shares; 2025Q2: 15,312 shares; 2025Q3: 15,531 shares; 2025Q4: 17,647 shares; 2026Q1: 18,181 shares; 2026Q2: 18,007 shares 18,007 $1.03M 0.08% -174 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,717 shares; 2024Q4: 16,932 shares; 2025Q1: 17,181 shares; 2025Q2: 20,480 shares; 2025Q3: 21,762 shares; 2025Q4: 24,407 shares; 2026Q1: 24,519 shares; 2026Q2: 24,440 shares 24,440 $978K 0.08% -79 Timeline SPSB 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: 58,671 shares; 2024Q4: 59,224 shares; 2025Q1: 50,426 shares; 2025Q2: 46,588 shares; 2025Q3: 43,142 shares; 2025Q4: 41,639 shares; 2026Q1: 32,245 shares; 2026Q2: 32,404 shares 32,404 $972K 0.08% +159 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,580 shares; 2024Q4: 17,617 shares; 2025Q1: 17,635 shares; 2025Q2: 17,664 shares; 2025Q3: 17,693 shares; 2025Q4: 17,734 shares; 2026Q1: 17,754 shares; 2026Q2: 18,162 shares 18,162 $966K 0.07% +408 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,776 shares; 2024Q4: 3,783 shares; 2025Q1: 3,645 shares; 2025Q2: 3,603 shares; 2025Q3: 3,509 shares; 2025Q4: 3,496 shares; 2026Q1: 3,311 shares; 2026Q2: 3,267 shares 3,267 $924K 0.07% -44 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: 1,750 shares; 2025Q1: 1,669 shares; 2025Q2: 1,682 shares; 2025Q3: 1,694 shares; 2025Q4: 1,719 shares; 2026Q1: 1,717 shares; 2026Q2: 1,741 shares 1,741 $855K 0.07% +24 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: 2,262 shares; 2024Q4: 2,363 shares; 2025Q1: 2,422 shares; 2025Q2: 2,436 shares; 2025Q3: 2,472 shares; 2025Q4: 3,075 shares; 2026Q1: 3,135 shares; 2026Q2: 2,887 shares 2,887 $812K 0.06% -248 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,817 shares; 2026Q1: 30,997 shares; 2026Q2: 31,268 shares 31,268 $807K 0.06% +271 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: 7,695 shares; 2024Q4: 8,149 shares; 2025Q1: 7,969 shares; 2025Q2: 8,064 shares; 2025Q3: 8,137 shares; 2025Q4: 8,084 shares; 2026Q1: 8,332 shares; 2026Q2: 8,358 shares 8,358 $804K 0.06% +26 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: 6,936 shares; 2024Q4: 6,064 shares; 2025Q1: 5,403 shares; 2025Q2: 3,638 shares; 2025Q3: 3,650 shares; 2025Q4: 3,651 shares; 2026Q1: 3,438 shares; 2026Q2: 3,239 shares 3,239 $787K 0.06% -199 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: 12,427 shares; 2024Q4: 25,286 shares; 2025Q1: 19,886 shares; 2025Q2: 20,016 shares; 2025Q3: 20,016 shares; 2025Q4: 29,541 shares; 2026Q1: 29,541 shares; 2026Q2: 27,781 shares 27,781 $770K 0.06% -1,760 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,489 shares; 2024Q4: 17,255 shares; 2025Q1: 15,278 shares; 2025Q2: 13,935 shares; 2025Q3: 14,014 shares; 2025Q4: 6,905 shares; 2026Q1: 6,930 shares; 2026Q2: 6,966 shares 6,966 $742K 0.06% +36 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 949 shares; 2026Q1: 958 shares; 2026Q2: 962 shares 962 $696K 0.05% +4 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: 634 shares; 2024Q4: 513 shares; 2025Q1: 515 shares; 2025Q2: 531 shares; 2025Q3: 502 shares; 2025Q4: 437 shares; 2026Q1: 802 shares; 2026Q2: 5,716 shares 5,716 $683K 0.05% +4,914 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,191 shares; 2025Q3: 5,292 shares; 2025Q4: 5,855 shares; 2026Q1: 5,952 shares; 2026Q2: 5,934 shares 5,934 $672K 0.05% -18 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: 3,258 shares; 2024Q4: 2,856 shares; 2025Q1: 2,795 shares; 2025Q2: 2,767 shares; 2025Q3: 2,733 shares; 2025Q4: 2,807 shares; 2026Q1: 2,680 shares; 2026Q2: 2,192 shares 2,192 $664K 0.05% -488 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: 6,155 shares; 2024Q4: 6,758 shares; 2025Q1: 6,890 shares; 2025Q2: 6,711 shares; 2025Q3: 7,567 shares; 2025Q4: 7,808 shares; 2026Q1: 9,007 shares; 2026Q2: 8,105 shares 8,105 $659K 0.05% -902 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: 815 shares; 2024Q4: 841 shares; 2025Q1: 831 shares; 2025Q2: 830 shares; 2025Q3: 834 shares; 2025Q4: 845 shares; 2026Q1: 847 shares; 2026Q2: 860 shares 860 $614K 0.05% +13 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: 621 shares; 2026Q2: 525 shares 525 $606K 0.05% -96 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: 3,268 shares; 2024Q4: 3,492 shares; 2025Q1: 3,866 shares; 2025Q2: 3,370 shares; 2025Q3: 4,267 shares; 2025Q4: 3,618 shares; 2026Q1: 4,346 shares; 2026Q2: 3,641 shares 3,641 $604K 0.05% -705 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,045 shares; 2024Q4: 3,050 shares; 2025Q1: 3,054 shares; 2025Q2: 3,059 shares; 2025Q3: 3,063 shares; 2025Q4: 2,953 shares; 2026Q1: 2,473 shares; 2026Q2: 2,475 shares 2,475 $600K 0.05% +2 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: 5,020 shares; 2024Q4: 5,046 shares; 2025Q1: 1,139 shares; 2025Q2: 1,135 shares; 2025Q3: 1,153 shares; 2025Q4: 1,152 shares; 2026Q1: 1,165 shares; 2026Q2: 1,168 shares 1,168 $595K 0.05% +3 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: 1,482 shares; 2024Q4: 1,485 shares; 2025Q1: 2,030 shares; 2025Q2: 2,245 shares; 2025Q3: 2,036 shares; 2025Q4: 2,141 shares; 2026Q1: 2,076 shares; 2026Q2: 1,805 shares 1,805 $542K 0.04% -271 Timeline PWV 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: 7,119 shares; 2024Q4: 7,119 shares; 2025Q1: 7,119 shares; 2025Q2: 7,119 shares; 2025Q3: 7,119 shares; 2025Q4: 7,119 shares; 2026Q1: 7,119 shares; 2026Q2: 7,119 shares 7,119 $539K 0.04% 0 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: 1,309 shares; 2024Q4: 1,309 shares; 2025Q1: 1,249 shares; 2025Q2: 1,806 shares; 2025Q3: 1,788 shares; 2025Q4: 1,748 shares; 2026Q1: 1,667 shares; 2026Q2: 1,457 shares 1,457 $537K 0.04% -210 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: 3,023 shares; 2024Q4: 2,769 shares; 2025Q1: 2,769 shares; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares; 2025Q4: 2,769 shares; 2026Q1: 2,772 shares; 2026Q2: 2,769 shares 2,769 $527K 0.04% -3 Timeline GII 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,687 shares; 2026Q1: 6,687 shares; 2026Q2: 6,836 shares 6,836 $518K 0.04% +149 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,859 shares; 2026Q1: 8,861 shares; 2026Q2: 8,863 shares 8,863 $511K 0.04% +2 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,685 shares; 2024Q4: 1,651 shares; 2025Q1: 1,613 shares; 2025Q2: 1,616 shares; 2025Q3: 1,619 shares; 2025Q4: 2,210 shares; 2026Q1: 2,317 shares; 2026Q2: 2,319 shares 2,319 $509K 0.04% +2 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: 10,403 shares; 2024Q4: 10,663 shares; 2025Q1: 10,461 shares; 2025Q2: 12,495 shares; 2025Q3: 9,835 shares; 2025Q4: 9,538 shares; 2026Q1: 8,606 shares; 2026Q2: 8,493 shares 8,493 $507K 0.04% -113 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,060 shares; 2025Q1: 4,528 shares; 2025Q2: 4,262 shares; 2025Q3: 4,512 shares; 2025Q4: 4,822 shares; 2026Q1: 4,071 shares; 2026Q2: 4,269 shares 4,269 $501K 0.04% +198 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,397 shares; 2026Q1: 9,178 shares; 2026Q2: 9,466 shares 9,466 $490K 0.04% +288 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: 6,097 shares; 2024Q4: 20,043 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,668 shares; 2026Q1: 9,786 shares; 2026Q2: 14,312 shares 14,312 $484K 0.04% +4,526 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,554 shares; 2024Q4: 8,684 shares; 2025Q1: 8,804 shares; 2025Q2: 8,852 shares; 2025Q3: 9,156 shares; 2025Q4: 9,097 shares; 2026Q1: 9,167 shares; 2026Q2: 9,277 shares 9,277 $476K 0.04% +110 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: 3,371 shares; 2024Q4: 3,553 shares; 2025Q1: 3,570 shares; 2025Q2: 3,551 shares; 2025Q3: 3,546 shares; 2025Q4: 3,668 shares; 2026Q1: 3,714 shares; 2026Q2: 3,710 shares 3,710 $469K 0.04% -4 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,278 shares; 2024Q4: 2,390 shares; 2025Q1: 2,438 shares; 2025Q2: 2,343 shares; 2025Q3: 2,371 shares; 2025Q4: 3,174 shares; 2026Q1: 2,500 shares; 2026Q2: 2,438 shares 2,438 $451K 0.03% -62 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,201 shares 3,201 $447K 0.03% new 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: 7,009 shares; 2024Q4: 7,112 shares; 2025Q1: 4,152 shares; 2025Q2: 4,136 shares; 2025Q3: 4,167 shares; 2025Q4: 4,223 shares; 2026Q1: 4,302 shares; 2026Q2: 4,315 shares 4,315 $446K 0.03% +13 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,726 shares; 2024Q4: 1,579 shares; 2025Q1: 1,564 shares; 2025Q2: 1,606 shares; 2025Q3: 1,628 shares; 2025Q4: 1,645 shares; 2026Q1: 1,842 shares; 2026Q2: 1,803 shares 1,803 $444K 0.03% -39 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: 1,021 shares; 2026Q2: 1,444 shares 1,444 $437K 0.03% +423 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,310 shares; 2024Q4: 12,534 shares; 2025Q1: 11,280 shares; 2025Q2: 10,665 shares; 2025Q3: 10,766 shares; 2025Q4: 9,975 shares; 2026Q1: 10,187 shares; 2026Q2: 10,208 shares 10,208 $418K 0.03% +21 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 21,519 shares; 2026Q1: 21,519 shares; 2026Q2: 21,519 shares 21,519 $411K 0.03% 0 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: 2,692 shares; 2025Q1: 2,695 shares; 2025Q2: 2,709 shares; 2025Q3: 2,722 shares; 2025Q4: 2,765 shares; 2026Q1: 2,819 shares; 2026Q2: 2,833 shares 2,833 $410K 0.03% +14 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,164 shares; 2024Q4: 7,860 shares; 2025Q1: 5,049 shares; 2025Q2: 4,997 shares; 2025Q3: 4,776 shares; 2025Q4: 4,575 shares; 2026Q1: 4,555 shares; 2026Q2: 4,555 shares 4,555 $406K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: not reported; 2026Q1: 1,012 shares; 2026Q2: 1,126 shares 1,126 $397K 0.03% +114 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 677 shares 677 $393K 0.03% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,265 shares; 2024Q4: 1,249 shares; 2025Q1: 1,266 shares; 2025Q2: 1,274 shares; 2025Q3: 1,309 shares; 2025Q4: 1,370 shares; 2026Q1: 1,436 shares; 2026Q2: 1,445 shares 1,445 $390K 0.03% +9 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,686 shares; 2026Q1: 5,690 shares; 2026Q2: 5,774 shares 5,774 $390K 0.03% +84 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,461 shares; 2024Q4: 3,464 shares; 2025Q1: 3,273 shares; 2025Q2: 3,276 shares; 2025Q3: 3,108 shares; 2025Q4: 3,111 shares; 2026Q1: 2,444 shares; 2026Q2: 2,444 shares 2,444 $386K 0.03% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297 shares; 2024Q4: 351 shares; 2025Q1: 357 shares; 2025Q2: 369 shares; 2025Q3: 380 shares; 2025Q4: 5,292 shares; 2026Q1: 5,499 shares; 2026Q2: 5,264 shares 5,264 $376K 0.03% -235 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 6,105 shares; 2026Q1: 6,281 shares; 2026Q2: 6,105 shares 6,105 $367K 0.03% -176 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 693 shares; 2025Q4: 1,036 shares; 2026Q1: 1,114 shares; 2026Q2: 1,010 shares 1,010 $347K 0.03% -104 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: 3,398 shares; 2024Q4: 3,517 shares; 2025Q1: 3,444 shares; 2025Q2: 3,555 shares; 2025Q3: 4,036 shares; 2025Q4: 3,596 shares; 2026Q1: 3,680 shares; 2026Q2: 3,746 shares 3,746 $343K 0.03% +66 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,189 shares; 2024Q4: 6,232 shares; 2025Q1: 5,627 shares; 2025Q2: 3,945 shares; 2025Q3: 3,959 shares; 2025Q4: 3,470 shares; 2026Q1: 3,139 shares; 2026Q2: 3,147 shares 3,147 $339K 0.03% +8 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: 2,486 shares; 2024Q4: 2,396 shares; 2025Q1: 2,318 shares; 2025Q2: 2,197 shares; 2025Q3: 2,642 shares; 2025Q4: 2,415 shares; 2026Q1: 2,536 shares; 2026Q2: 2,451 shares 2,451 $332K 0.03% -85 Timeline PWP PERELLA WEINBERG PARTNERS More: the full row for PERELLA WEINBERG PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,939 shares; 2024Q4: 25,010 shares; 2025Q1: 25,097 shares; 2025Q2: 25,196 shares; 2025Q3: 20,261 shares; 2025Q4: 20,340 shares; 2026Q1: 20,422 shares; 2026Q2: 20,513 shares 20,513 $327K 0.03% +91 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: 3,653 shares; 2024Q4: 3,732 shares; 2025Q1: 3,848 shares; 2025Q2: 3,724 shares; 2025Q3: 3,751 shares; 2025Q4: 3,763 shares; 2026Q1: 3,812 shares; 2026Q2: 3,815 shares 3,815 $319K 0.02% +3 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: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 3,988 shares; 2025Q2: 3,988 shares; 2025Q3: 3,988 shares; 2025Q4: 4,125 shares; 2026Q1: 3,484 shares; 2026Q2: 3,484 shares 3,484 $318K 0.02% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,923 shares; 2024Q4: 3,923 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,917 shares; 2025Q4: 3,917 shares; 2026Q1: 3,990 shares; 2026Q2: 4,022 shares 4,022 $310K 0.02% +32 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,799 shares; 2024Q4: 3,943 shares; 2025Q1: 3,994 shares; 2025Q2: 4,014 shares; 2025Q3: 3,977 shares; 2025Q4: 4,163 shares; 2026Q1: 4,144 shares; 2026Q2: 4,157 shares 4,157 $305K 0.02% +13 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: 2,264 shares; 2024Q4: 967 shares; 2025Q1: not reported; 2025Q2: 918 shares; 2025Q3: 1,120 shares; 2025Q4: 1,842 shares; 2026Q1: 1,849 shares; 2026Q2: 1,596 shares 1,596 $304K 0.02% -253 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 891 shares; 2026Q2: 906 shares 906 $303K 0.02% +15 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,118 shares; 2024Q4: 22,334 shares; 2025Q1: 22,334 shares; 2025Q2: 22,949 shares; 2025Q3: 27,333 shares; 2025Q4: 28,412 shares; 2026Q1: 28,412 shares; 2026Q2: 28,412 shares 28,412 $298K 0.02% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 2,364 shares; 2026Q1: 2,364 shares; 2026Q2: 2,364 shares 2,364 $287K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,341 shares; 2025Q2: 1,347 shares; 2025Q3: 1,328 shares; 2025Q4: 1,369 shares; 2026Q1: 1,598 shares; 2026Q2: 1,524 shares 1,524 $276K 0.02% -74 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,831 shares; 2025Q1: 8,331 shares; 2025Q2: 7,339 shares; 2025Q3: 7,558 shares; 2025Q4: 7,357 shares; 2026Q1: 7,365 shares; 2026Q2: 7,372 shares 7,372 $271K 0.02% +7 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 424 shares 424 $271K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 918 shares; 2024Q4: 949 shares; 2025Q1: 952 shares; 2025Q2: 965 shares; 2025Q3: 931 shares; 2025Q4: 1,008 shares; 2026Q1: 983 shares; 2026Q2: 981 shares 981 $270K 0.02% -2 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: not reported; 2026Q2: 1,050 shares 1,050 $268K 0.02% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,422 shares; 2026Q1: 1,800 shares; 2026Q2: 1,747 shares 1,747 $265K 0.02% -53 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: not reported; 2024Q4: 5,483 shares; 2025Q1: 5,807 shares; 2025Q2: 5,574 shares; 2025Q3: 5,757 shares; 2025Q4: 6,367 shares; 2026Q1: 9,517 shares; 2026Q2: 6,237 shares 6,237 $264K 0.02% -3,280 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: 644 shares; 2024Q4: not reported; 2025Q1: 719 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 754 shares; 2026Q2: 715 shares 715 $259K 0.02% -39 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 847 shares 847 $256K 0.02% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 562 shares; 2026Q2: 598 shares 598 $255K 0.02% +36 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 577 shares 577 $250K 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 816 shares; 2024Q4: 870 shares; 2025Q1: 884 shares; 2025Q2: 862 shares; 2025Q3: 869 shares; 2025Q4: 886 shares; 2026Q1: 923 shares; 2026Q2: 895 shares 895 $249K 0.02% -28 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: 1,372 shares; 2024Q4: 1,531 shares; 2025Q1: 1,562 shares; 2025Q2: 1,574 shares; 2025Q3: 1,761 shares; 2025Q4: 1,761 shares; 2026Q1: 1,783 shares; 2026Q2: 1,698 shares 1,698 $249K 0.02% -85 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,763 shares; 2024Q4: 4,821 shares; 2025Q1: 4,879 shares; 2025Q2: 4,938 shares; 2025Q3: 4,996 shares; 2025Q4: 5,055 shares; 2026Q1: 5,122 shares; 2026Q2: 5,143 shares 5,143 $249K 0.02% +21 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,448 shares; 2025Q3: 6,479 shares; 2025Q4: 6,101 shares; 2026Q1: 6,104 shares; 2026Q2: 6,195 shares 6,195 $249K 0.02% +91 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,129 shares; 2025Q4: not reported; 2026Q1: 1,144 shares; 2026Q2: 1,149 shares 1,149 $244K 0.02% +5 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,439 shares; 2024Q4: 10,439 shares; 2025Q1: 10,439 shares; 2025Q2: 10,439 shares; 2025Q3: 10,439 shares; 2025Q4: 10,439 shares; 2026Q1: 10,439 shares; 2026Q2: 8,949 shares 8,949 $234K 0.02% -1,490 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,711 shares; 2025Q4: 5,711 shares; 2026Q1: 5,711 shares; 2026Q2: 5,711 shares 5,711 $230K 0.02% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $227K 0.02% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,783 shares; 2024Q4: 8,852 shares; 2025Q1: 7,668 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,382 shares; 2026Q1: 6,390 shares; 2026Q2: 5,771 shares 5,771 $213K 0.02% -619 Timeline SMH 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 323 shares 323 $212K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 529 shares 529 $210K 0.02% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 405 shares 405 $208K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 216 shares; 2026Q1: 211 shares; 2026Q2: 216 shares 216 $207K 0.02% +5 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: not reported; 2025Q3: 667 shares; 2025Q4: not reported; 2026Q1: 706 shares; 2026Q2: 704 shares 704 $205K 0.02% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 811 shares 811 $204K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,489 shares 1,489 $204K 0.02% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,988 shares 3,988 $202K 0.02% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,617 shares; 2024Q4: 4,487 shares; 2025Q1: 4,515 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,992 shares; 2026Q2: 2,002 shares 2,002 $201K 0.02% +10 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,477 shares; 2024Q4: 17,477 shares; 2025Q1: 17,477 shares; 2025Q2: 17,477 shares; 2025Q3: 17,477 shares; 2025Q4: 17,477 shares; 2026Q1: 17,477 shares; 2026Q2: 17,477 shares 17,477 $124K 0.01% 0 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,408 shares; 2024Q4: 16,408 shares; 2025Q1: 16,408 shares; 2025Q2: 16,408 shares; 2025Q3: 16,408 shares; 2025Q4: 16,408 shares; 2026Q1: 16,408 shares; 2026Q2: 16,408 shares 16,408 $91.1K 0.01% 0 Timeline OGCP EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,474 shares; 2024Q4: 16,474 shares; 2025Q1: 16,474 shares; 2025Q2: 16,474 shares; 2025Q3: 16,474 shares; 2025Q4: 16,474 shares; 2026Q1: 16,474 shares; 2026Q2: 16,474 shares 16,474 $78.3K 0.01% 0 Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,607 shares; 2024Q4: 41,607 shares; 2025Q1: 41,607 shares; 2025Q2: 41,607 shares; 2025Q3: 41,607 shares; 2025Q4: 41,607 shares; 2026Q1: 41,607 shares; 2026Q2: 41,607 shares 41,607 $77.4K 0.01% 0 Timeline