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: 435,695 shares; 2024Q4: 394,194 shares; 2025Q1: 304,159 shares; 2025Q2: 330,847 shares; 2025Q3: 312,714 shares; 2025Q4: 323,884 shares; 2026Q1: 562,031 shares; 2026Q2: 1,006,588 shares 1,006,588 $88.5M 14.47% +444,557 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: 511,977 shares; 2024Q4: 534,688 shares; 2025Q1: 542,892 shares; 2025Q2: 419,087 shares; 2025Q3: 421,069 shares; 2025Q4: 439,568 shares; 2026Q1: 469,119 shares; 2026Q2: 486,868 shares 486,868 $67M 10.95% +17,749 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: 160,052 shares; 2024Q4: 171,204 shares; 2025Q1: 204,116 shares; 2025Q2: 197,547 shares; 2025Q3: 203,887 shares; 2025Q4: 214,431 shares; 2026Q1: 245,287 shares; 2026Q2: 249,298 shares 249,298 $56.6M 9.26% +4,011 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 1,342,357 shares; 2026Q2: 1,421,104 shares 1,421,104 $52M 8.51% +78,747 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,320 shares; 2024Q4: 483,369 shares; 2025Q1: 502,110 shares; 2025Q2: 527,911 shares; 2025Q3: 623,343 shares; 2025Q4: 677,172 shares; 2026Q1: 649,206 shares; 2026Q2: 676,626 shares 676,626 $46M 7.53% +27,420 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 156,642 shares; 2025Q3: 422,753 shares; 2025Q4: 468,407 shares; 2026Q1: 511,188 shares; 2026Q2: 451,582 shares 451,582 $23.8M 3.89% -59,606 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,243 shares; 2024Q4: 191,741 shares; 2025Q1: 206,136 shares; 2025Q2: 240,111 shares; 2025Q3: 227,978 shares; 2025Q4: 273,799 shares; 2026Q1: 331,806 shares; 2026Q2: 384,830 shares 384,830 $22.2M 3.63% +53,024 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,859 shares; 2024Q4: 358,298 shares; 2025Q1: 365,568 shares; 2025Q2: 369,139 shares; 2025Q3: 380,137 shares; 2025Q4: 403,416 shares; 2026Q1: 428,064 shares; 2026Q2: 468,155 shares 468,155 $21.6M 3.53% +40,091 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: 80,828 shares; 2024Q4: 90,621 shares; 2025Q1: 223,912 shares; 2025Q2: 358,412 shares; 2025Q3: 470,570 shares; 2025Q4: 527,337 shares; 2026Q1: 408,658 shares; 2026Q2: 326,406 shares 326,406 $16.9M 2.76% -82,252 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: 47,507 shares; 2024Q4: 49,181 shares; 2025Q1: 55,098 shares; 2025Q2: 55,517 shares; 2025Q3: 54,173 shares; 2025Q4: 54,282 shares; 2026Q1: 55,774 shares; 2026Q2: 57,166 shares 57,166 $16.5M 2.71% +1,392 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,811 shares; 2025Q2: 372,742 shares; 2025Q3: 406,028 shares; 2025Q4: 436,315 shares; 2026Q1: 470,728 shares; 2026Q2: 373,988 shares 373,988 $16.1M 2.64% -96,740 Timeline SHLD 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: not reported; 2025Q3: 122,184 shares; 2025Q4: 133,604 shares; 2026Q1: 160,155 shares; 2026Q2: 204,917 shares 204,917 $12.2M 2% +44,762 Timeline PZA 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: 69,368 shares; 2025Q4: 84,452 shares; 2026Q1: 442,800 shares; 2026Q2: 514,231 shares 514,231 $12.1M 1.98% +71,431 Timeline JMOM 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: not reported; 2024Q4: 84,967 shares; 2025Q1: 90,494 shares; 2025Q2: 95,816 shares; 2025Q3: 98,419 shares; 2025Q4: 106,130 shares; 2026Q1: 180,372 shares; 2026Q2: 141,345 shares 141,345 $12.1M 1.98% -39,027 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: 170,999 shares; 2024Q4: 195,244 shares; 2025Q1: 132,867 shares; 2025Q2: 139,401 shares; 2025Q3: 48,129 shares; 2025Q4: 51,709 shares; 2026Q1: 26,097 shares; 2026Q2: 86,072 shares 86,072 $10.7M 1.75% +59,975 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: 27,931 shares; 2024Q4: 28,433 shares; 2025Q1: 27,627 shares; 2025Q2: 29,296 shares; 2025Q3: 30,238 shares; 2025Q4: 32,065 shares; 2026Q1: 39,644 shares; 2026Q2: 43,011 shares 43,011 $9.44M 1.54% +3,367 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: 19,581 shares; 2024Q4: 29,764 shares; 2025Q1: 29,642 shares; 2025Q2: 26,845 shares; 2025Q3: 31,994 shares; 2025Q4: 34,119 shares; 2026Q1: 37,594 shares; 2026Q2: 38,932 shares 38,932 $7.79M 1.27% +1,338 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,527 shares; 2024Q4: 376,523 shares; 2025Q1: 324,494 shares; 2025Q2: 465,374 shares; 2025Q3: 428,476 shares; 2025Q4: 457,719 shares; 2026Q1: 263,080 shares; 2026Q2: 98,735 shares 98,735 $7.56M 1.24% -164,345 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,200 shares; 2024Q4: 22,372 shares; 2025Q1: 23,338 shares; 2025Q2: 21,253 shares; 2025Q3: 21,646 shares; 2025Q4: 22,288 shares; 2026Q1: 210,862 shares; 2026Q2: 232,206 shares 232,206 $5.29M 0.87% +21,344 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: 9,679 shares; 2024Q4: 11,233 shares; 2025Q1: 11,509 shares; 2025Q2: 11,641 shares; 2025Q3: 11,917 shares; 2025Q4: 12,298 shares; 2026Q1: 12,491 shares; 2026Q2: 13,021 shares 13,021 $4.92M 0.8% +530 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 153,364 shares 153,364 $4.3M 0.7% new Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,850 shares; 2025Q2: 85,571 shares; 2025Q3: 93,015 shares; 2025Q4: 101,542 shares; 2026Q1: 86,342 shares; 2026Q2: 94,137 shares 94,137 $4.29M 0.7% +7,795 Timeline SPMB 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: 148,357 shares; 2024Q4: 162,659 shares; 2025Q1: 132,032 shares; 2025Q2: 130,137 shares; 2025Q3: 140,946 shares; 2025Q4: 148,381 shares; 2026Q1: 158,721 shares; 2026Q2: 175,486 shares 175,486 $3.92M 0.64% +16,765 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: 7,086 shares; 2024Q4: 7,886 shares; 2025Q1: 8,994 shares; 2025Q2: 9,274 shares; 2025Q3: 9,954 shares; 2025Q4: 9,722 shares; 2026Q1: 9,951 shares; 2026Q2: 10,271 shares 10,271 $3.83M 0.63% +320 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,919 shares; 2025Q3: 58,919 shares; 2025Q4: 65,408 shares; 2026Q1: 70,754 shares; 2026Q2: 77,607 shares 77,607 $3.76M 0.61% +6,853 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: 12,772 shares; 2024Q4: 12,455 shares; 2025Q1: 12,976 shares; 2025Q2: 13,407 shares; 2025Q3: 12,882 shares; 2025Q4: 12,832 shares; 2026Q1: 14,167 shares; 2026Q2: 14,559 shares 14,559 $3.47M 0.57% +392 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: 913 shares; 2025Q4: 4,888 shares; 2026Q1: 4,877 shares; 2026Q2: 4,527 shares 4,527 $2.63M 0.43% -350 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: not reported; 2024Q4: 17,237 shares; 2025Q1: 49,330 shares; 2025Q2: 51,748 shares; 2025Q3: 69,569 shares; 2025Q4: 75,614 shares; 2026Q1: 28,749 shares; 2026Q2: 32,421 shares 32,421 $2.45M 0.4% +3,672 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: 6,592 shares; 2024Q4: 6,437 shares; 2025Q1: 5,712 shares; 2025Q2: 5,942 shares; 2025Q3: 4,566 shares; 2025Q4: 4,502 shares; 2026Q1: 5,764 shares; 2026Q2: 5,740 shares 5,740 $2.41M 0.39% -24 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,825 shares; 2024Q4: 41,403 shares; 2025Q1: 43,935 shares; 2025Q2: 44,337 shares; 2025Q3: 47,892 shares; 2025Q4: 50,978 shares; 2026Q1: 48,351 shares; 2026Q2: 39,486 shares 39,486 $2.07M 0.34% -8,865 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: 70,815 shares; 2024Q4: 72,940 shares; 2025Q1: 76,228 shares; 2025Q2: 71,060 shares; 2025Q3: 11,396 shares; 2025Q4: 10,886 shares; 2026Q1: 9,962 shares; 2026Q2: 7,744 shares 7,744 $1.95M 0.32% -2,218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,511 shares; 2026Q2: 43,618 shares 43,618 $1.93M 0.32% +107 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: 4,348 shares; 2025Q1: 4,358 shares; 2025Q2: 4,385 shares; 2025Q3: 4,483 shares; 2025Q4: 4,401 shares; 2026Q1: 4,406 shares; 2026Q2: 4,399 shares 4,399 $1.91M 0.31% -7 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: 8,430 shares; 2024Q4: 7,215 shares; 2025Q1: 7,233 shares; 2025Q2: 7,301 shares; 2025Q3: 7,237 shares; 2025Q4: 7,279 shares; 2026Q1: 7,394 shares; 2026Q2: 7,871 shares 7,871 $1.7M 0.28% +477 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: not reported; 2024Q4: not reported; 2025Q1: 11,781 shares; 2025Q2: 12,862 shares; 2025Q3: 14,693 shares; 2025Q4: 15,526 shares; 2026Q1: 16,592 shares; 2026Q2: 17,643 shares 17,643 $1.7M 0.28% +1,051 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: 895 shares; 2024Q4: 1,035 shares; 2025Q1: 1,074 shares; 2025Q2: 1,676 shares; 2025Q3: 1,425 shares; 2025Q4: 1,440 shares; 2026Q1: 2,135 shares; 2026Q2: 2,206 shares 2,206 $1.65M 0.27% +71 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,532 shares; 2024Q4: 11,861 shares; 2025Q1: 11,429 shares; 2025Q2: 11,384 shares; 2025Q3: 10,118 shares; 2025Q4: 10,122 shares; 2026Q1: 9,468 shares; 2026Q2: 9,303 shares 9,303 $1.52M 0.25% -165 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: not reported; 2025Q3: not reported; 2025Q4: 30,640 shares; 2026Q1: 30,640 shares; 2026Q2: 27,152 shares 27,152 $1.35M 0.22% -3,488 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: 1,351 shares; 2025Q4: 1,351 shares; 2026Q1: 1,354 shares; 2026Q2: 1,360 shares 1,360 $1.31M 0.21% +6 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: 1,927 shares; 2024Q4: 2,528 shares; 2025Q1: 2,832 shares; 2025Q2: 2,549 shares; 2025Q3: 3,304 shares; 2025Q4: 2,935 shares; 2026Q1: 3,045 shares; 2026Q2: 3,644 shares 3,644 $1.3M 0.21% +599 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,429 shares; 2026Q2: 9,280 shares 9,280 $1.16M 0.19% -149 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 635 shares; 2025Q1: 656 shares; 2025Q2: 826 shares; 2025Q3: 902 shares; 2025Q4: 901 shares; 2026Q1: 919 shares; 2026Q2: 1,070 shares 1,070 $1.14M 0.19% +151 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,204 shares; 2024Q4: 4,233 shares; 2025Q1: 4,260 shares; 2025Q2: 4,289 shares; 2025Q3: 4,312 shares; 2025Q4: 4,338 shares; 2026Q1: 5,491 shares; 2026Q2: 5,511 shares 5,511 $1.1M 0.18% +20 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: 1,470 shares; 2025Q3: 1,495 shares; 2025Q4: 1,477 shares; 2026Q1: 1,485 shares; 2026Q2: 1,490 shares 1,490 $1.08M 0.18% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 770 shares; 2025Q3: 968 shares; 2025Q4: 995 shares; 2026Q1: 2,778 shares; 2026Q2: 2,893 shares 2,893 $1.07M 0.18% +115 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: 1,327 shares; 2024Q4: 1,868 shares; 2025Q1: 2,026 shares; 2025Q2: 2,466 shares; 2025Q3: 2,882 shares; 2025Q4: 2,891 shares; 2026Q1: 2,928 shares; 2026Q2: 3,202 shares 3,202 $1.05M 0.17% +274 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: 1,954 shares; 2024Q4: 1,565 shares; 2025Q1: 1,928 shares; 2025Q2: 2,625 shares; 2025Q3: 2,654 shares; 2025Q4: 2,704 shares; 2026Q1: 2,796 shares; 2026Q2: 2,844 shares 2,844 $1.01M 0.16% +48 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,224 shares; 2024Q4: 10,404 shares; 2025Q1: 9,928 shares; 2025Q2: 10,095 shares; 2025Q3: 10,207 shares; 2025Q4: 9,915 shares; 2026Q1: 10,862 shares; 2026Q2: 10,696 shares 10,696 $992K 0.16% -166 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: 2,516 shares; 2025Q3: 2,379 shares; 2025Q4: 2,387 shares; 2026Q1: 2,142 shares; 2026Q2: 2,279 shares 2,279 $983K 0.16% +137 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: 194,241 shares; 2024Q4: 221,581 shares; 2025Q1: 148,965 shares; 2025Q2: 50,716 shares; 2025Q3: 12,089 shares; 2025Q4: 11,426 shares; 2026Q1: 9,481 shares; 2026Q2: 9,434 shares 9,434 $965K 0.16% -47 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: 496 shares; 2024Q4: 509 shares; 2025Q1: 1,139 shares; 2025Q2: 748 shares; 2025Q3: 1,001 shares; 2025Q4: 1,156 shares; 2026Q1: 1,196 shares; 2026Q2: 1,199 shares 1,199 $896K 0.15% +3 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: 599 shares; 2024Q4: 799 shares; 2025Q1: 938 shares; 2025Q2: 1,158 shares; 2025Q3: 1,056 shares; 2025Q4: 1,026 shares; 2026Q1: 1,408 shares; 2026Q2: 1,557 shares 1,557 $877K 0.14% +149 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: not reported; 2024Q4: not reported; 2025Q1: 3,108 shares; 2025Q2: 5,837 shares; 2025Q3: 5,447 shares; 2025Q4: 6,578 shares; 2026Q1: 7,546 shares; 2026Q2: 8,093 shares 8,093 $815K 0.13% +547 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: 6,103 shares; 2024Q4: 6,206 shares; 2025Q1: 6,207 shares; 2025Q2: 6,108 shares; 2025Q3: 6,165 shares; 2025Q4: 6,108 shares; 2026Q1: 6,143 shares; 2026Q2: 5,970 shares 5,970 $809K 0.13% -173 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: 4,692 shares; 2024Q4: 4,980 shares; 2025Q1: 5,229 shares; 2025Q2: 5,235 shares; 2025Q3: 5,787 shares; 2025Q4: 5,921 shares; 2026Q1: 6,753 shares; 2026Q2: 7,100 shares 7,100 $804K 0.13% +347 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,571 shares; 2024Q4: 12,696 shares; 2025Q1: 9,938 shares; 2025Q2: 10,035 shares; 2025Q3: 10,017 shares; 2025Q4: 10,009 shares; 2026Q1: 10,066 shares; 2026Q2: 9,994 shares 9,994 $801K 0.13% -72 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: 12,870 shares; 2024Q4: 10,336 shares; 2025Q1: 9,822 shares; 2025Q2: 9,855 shares; 2025Q3: 10,245 shares; 2025Q4: 10,416 shares; 2026Q1: 9,216 shares; 2026Q2: 9,392 shares 9,392 $778K 0.13% +176 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,732 shares; 2026Q2: 13,767 shares 13,767 $757K 0.12% +35 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: 510 shares; 2024Q4: 523 shares; 2025Q1: 635 shares; 2025Q2: 675 shares; 2025Q3: 827 shares; 2025Q4: 738 shares; 2026Q1: 879 shares; 2026Q2: 1,100 shares 1,100 $756K 0.12% +221 Timeline STIP 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: 2,793 shares; 2025Q2: 7,197 shares; 2025Q3: 7,957 shares; 2025Q4: 8,584 shares; 2026Q1: 5,374 shares; 2026Q2: 7,336 shares 7,336 $750K 0.12% +1,962 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,337 shares; 2024Q4: 11,089 shares; 2025Q1: 13,335 shares; 2025Q2: 11,127 shares; 2025Q3: 10,091 shares; 2025Q4: 10,893 shares; 2026Q1: 10,859 shares; 2026Q2: 9,817 shares 9,817 $744K 0.12% -1,042 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: 667 shares; 2024Q4: 682 shares; 2025Q1: 789 shares; 2025Q2: 653 shares; 2025Q3: 633 shares; 2025Q4: 652 shares; 2026Q1: 710 shares; 2026Q2: 777 shares 777 $728K 0.12% +67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,879 shares; 2026Q2: 7,903 shares 7,903 $721K 0.12% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,777 shares; 2026Q2: 20,014 shares 20,014 $701K 0.11% +237 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,551 shares; 2025Q4: 5,850 shares; 2026Q1: 5,865 shares; 2026Q2: 5,479 shares 5,479 $692K 0.11% -386 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: 1,534 shares; 2024Q4: 1,592 shares; 2025Q1: 1,680 shares; 2025Q2: 1,743 shares; 2025Q3: 1,961 shares; 2025Q4: 1,855 shares; 2026Q1: 1,882 shares; 2026Q2: 1,925 shares 1,925 $679K 0.11% +43 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: not reported; 2026Q2: 585 shares 585 $676K 0.11% new 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: 2,175 shares; 2024Q4: 2,924 shares; 2025Q1: 2,965 shares; 2025Q2: 3,768 shares; 2025Q3: 4,250 shares; 2025Q4: 4,461 shares; 2026Q1: 4,515 shares; 2026Q2: 4,940 shares 4,940 $675K 0.11% +425 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: 11,470 shares; 2024Q4: 12,579 shares; 2025Q1: 40,510 shares; 2025Q2: 58,217 shares; 2025Q3: 96,806 shares; 2025Q4: 103,726 shares; 2026Q1: 2,765 shares; 2026Q2: 2,349 shares 2,349 $643K 0.11% -416 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,371 shares; 2024Q4: 1,376 shares; 2025Q1: 1,383 shares; 2025Q2: 1,389 shares; 2025Q3: 1,241 shares; 2025Q4: 1,240 shares; 2026Q1: 1,261 shares; 2026Q2: 1,266 shares 1,266 $627K 0.1% +5 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,519 shares; 2026Q2: 6,761 shares 6,761 $600K 0.1% +242 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 394 shares; 2025Q1: 460 shares; 2025Q2: 386 shares; 2025Q3: 577 shares; 2025Q4: 555 shares; 2026Q1: 605 shares; 2026Q2: 5,008 shares 5,008 $599K 0.1% +4,403 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,969 shares; 2024Q4: 12,880 shares; 2025Q1: 10,843 shares; 2025Q2: 10,513 shares; 2025Q3: 10,337 shares; 2025Q4: 10,193 shares; 2026Q1: 8,572 shares; 2026Q2: 8,606 shares 8,606 $598K 0.1% +34 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 5,813 shares; 2026Q1: 5,813 shares; 2026Q2: 5,829 shares 5,829 $593K 0.1% +16 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,902 shares; 2024Q4: 6,381 shares; 2025Q1: 6,383 shares; 2025Q2: 5,902 shares; 2025Q3: 6,027 shares; 2025Q4: 5,987 shares; 2026Q1: 5,946 shares; 2026Q2: 5,963 shares 5,963 $582K 0.1% +17 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,624 shares; 2024Q4: 2,715 shares; 2025Q1: 2,724 shares; 2025Q2: 2,676 shares; 2025Q3: 2,684 shares; 2025Q4: 2,693 shares; 2026Q1: 2,699 shares; 2026Q2: 2,705 shares 2,705 $576K 0.09% +6 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: 447 shares; 2025Q3: 453 shares; 2025Q4: 475 shares; 2026Q1: 482 shares; 2026Q2: 490 shares 490 $576K 0.09% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,169 shares; 2026Q2: 8,160 shares 8,160 $570K 0.09% -9 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: 6,517 shares; 2024Q4: 7,169 shares; 2025Q1: 6,511 shares; 2025Q2: 7,844 shares; 2025Q3: 6,804 shares; 2025Q4: 7,085 shares; 2026Q1: 9,308 shares; 2026Q2: 9,910 shares 9,910 $565K 0.09% +602 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: 2,232 shares; 2024Q4: 2,284 shares; 2025Q1: 2,326 shares; 2025Q2: 2,334 shares; 2025Q3: 2,057 shares; 2025Q4: 2,026 shares; 2026Q1: 2,067 shares; 2026Q2: 2,059 shares 2,059 $557K 0.09% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,732 shares; 2026Q2: 5,764 shares 5,764 $556K 0.09% +32 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: not reported; 2024Q4: not reported; 2025Q1: 1,112 shares; 2025Q2: 1,539 shares; 2025Q3: 1,913 shares; 2025Q4: 1,741 shares; 2026Q1: 1,837 shares; 2026Q2: 1,949 shares 1,949 $548K 0.09% +112 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: 1,845 shares; 2025Q1: 1,883 shares; 2025Q2: 1,823 shares; 2025Q3: 1,931 shares; 2025Q4: 1,999 shares; 2026Q1: 1,999 shares; 2026Q2: 2,120 shares 2,120 $534K 0.09% +121 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: 3,410 shares; 2025Q1: 9,011 shares; 2025Q2: 7,723 shares; 2025Q3: 7,890 shares; 2025Q4: 7,639 shares; 2026Q1: 5,381 shares; 2026Q2: 5,519 shares 5,519 $531K 0.09% +138 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: 3,406 shares; 2024Q4: 3,504 shares; 2025Q1: 3,602 shares; 2025Q2: 3,539 shares; 2025Q3: 3,928 shares; 2025Q4: 3,654 shares; 2026Q1: 3,640 shares; 2026Q2: 3,587 shares 3,587 $526K 0.09% -53 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,187 shares; 2024Q4: 5,052 shares; 2025Q1: 3,781 shares; 2025Q2: 3,756 shares; 2025Q3: 3,765 shares; 2025Q4: 3,750 shares; 2026Q1: 3,769 shares; 2026Q2: 3,554 shares 3,554 $506K 0.08% -215 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: 7,557 shares; 2024Q4: 7,582 shares; 2025Q1: 7,616 shares; 2025Q2: 7,651 shares; 2025Q3: 9,664 shares; 2025Q4: 9,588 shares; 2026Q1: 9,622 shares; 2026Q2: 10,013 shares 10,013 $476K 0.08% +391 Timeline SPHQ 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: 5,220 shares; 2026Q2: 5,233 shares 5,233 $471K 0.08% +13 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: 2,724 shares 2,724 $465K 0.08% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,366 shares; 2026Q2: 2,393 shares 2,393 $442K 0.07% +27 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: not reported; 2024Q4: 492 shares; 2025Q1: 578 shares; 2025Q2: 632 shares; 2025Q3: 771 shares; 2025Q4: 777 shares; 2026Q1: 996 shares; 2026Q2: 598 shares 598 $441K 0.07% -398 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,312 shares; 2024Q4: 8,100 shares; 2025Q1: 8,168 shares; 2025Q2: 8,285 shares; 2025Q3: 8,285 shares; 2025Q4: 8,332 shares; 2026Q1: 8,374 shares; 2026Q2: 8,414 shares 8,414 $439K 0.07% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 260 shares; 2026Q1: 277 shares; 2026Q2: 361 shares 361 $433K 0.07% +84 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: 850 shares; 2024Q4: 855 shares; 2025Q1: 816 shares; 2025Q2: 846 shares; 2025Q3: 835 shares; 2025Q4: 830 shares; 2026Q1: 839 shares; 2026Q2: 849 shares 849 $433K 0.07% +10 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,712 shares; 2025Q3: 3,749 shares; 2025Q4: 7,556 shares; 2026Q1: 7,854 shares; 2026Q2: 8,077 shares 8,077 $429K 0.07% +223 Timeline FNDC 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: not reported; 2026Q1: 8,669 shares; 2026Q2: 8,705 shares 8,705 $423K 0.07% +36 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,750 shares; 2025Q2: 2,843 shares; 2025Q3: 4,170 shares; 2025Q4: 3,134 shares; 2026Q1: 2,859 shares; 2026Q2: 4,349 shares 4,349 $420K 0.07% +1,490 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,409 shares; 2025Q4: 1,374 shares; 2026Q1: 1,393 shares; 2026Q2: 1,638 shares 1,638 $416K 0.07% +245 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: 1,770 shares; 2024Q4: 1,796 shares; 2025Q1: not reported; 2025Q2: 1,598 shares; 2025Q3: 1,914 shares; 2025Q4: 1,801 shares; 2026Q1: 1,911 shares; 2026Q2: 2,429 shares 2,429 $403K 0.07% +518 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,833 shares 1,833 $400K 0.07% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 332 shares; 2025Q2: 308 shares; 2025Q3: 481 shares; 2025Q4: 4,026 shares; 2026Q1: 5,207 shares; 2026Q2: 5,487 shares 5,487 $392K 0.06% +280 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,717 shares; 2025Q4: 3,382 shares; 2026Q1: 3,110 shares; 2026Q2: 3,309 shares 3,309 $389K 0.06% +199 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,035 shares; 2024Q4: 3,020 shares; 2025Q1: 3,151 shares; 2025Q2: 3,340 shares; 2025Q3: 3,602 shares; 2025Q4: 3,613 shares; 2026Q1: 3,418 shares; 2026Q2: 4,636 shares 4,636 $371K 0.06% +1,218 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: 825 shares; 2024Q4: 798 shares; 2025Q1: 843 shares; 2025Q2: 833 shares; 2025Q3: 893 shares; 2025Q4: 937 shares; 2026Q1: 661 shares; 2026Q2: 736 shares 736 $368K 0.06% +75 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: 975 shares; 2025Q3: 1,050 shares; 2025Q4: 1,061 shares; 2026Q1: 1,064 shares; 2026Q2: 973 shares 973 $364K 0.06% -91 Timeline IGEB 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: 7,310 shares; 2025Q3: 7,661 shares; 2025Q4: 7,635 shares; 2026Q1: 7,564 shares; 2026Q2: 7,819 shares 7,819 $353K 0.06% +255 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,191 shares; 2025Q3: 5,624 shares; 2025Q4: 4,400 shares; 2026Q1: 4,387 shares; 2026Q2: 4,509 shares 4,509 $348K 0.06% +122 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,596 shares; 2025Q3: 1,652 shares; 2025Q4: 1,551 shares; 2026Q1: 1,512 shares; 2026Q2: 1,831 shares 1,831 $347K 0.06% +319 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,904 shares; 2024Q4: 6,432 shares; 2025Q1: 6,523 shares; 2025Q2: not reported; 2025Q3: 6,585 shares; 2025Q4: 6,513 shares; 2026Q1: 6,527 shares; 2026Q2: 6,635 shares 6,635 $341K 0.06% +108 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: not reported; 2026Q2: 5,833 shares 5,833 $336K 0.05% new 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: 2,395 shares 2,395 $335K 0.05% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,410 shares 1,410 $334K 0.05% new 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: not reported; 2025Q3: 779 shares; 2025Q4: 738 shares; 2026Q1: 784 shares; 2026Q2: 963 shares 963 $330K 0.05% +179 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: not reported; 2024Q4: 6,137 shares; 2025Q1: not reported; 2025Q2: 5,121 shares; 2025Q3: 5,121 shares; 2025Q4: 5,207 shares; 2026Q1: 5,234 shares; 2026Q2: 5,718 shares 5,718 $313K 0.05% +484 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: 845 shares; 2024Q4: 855 shares; 2025Q1: 882 shares; 2025Q2: not reported; 2025Q3: 793 shares; 2025Q4: 706 shares; 2026Q1: 806 shares; 2026Q2: 739 shares 739 $307K 0.05% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,211 shares; 2025Q3: 5,270 shares; 2025Q4: 5,128 shares; 2026Q1: 6,476 shares; 2026Q2: 2,833 shares 2,833 $305K 0.05% -3,643 Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,091 shares; 2025Q3: 5,139 shares; 2025Q4: 5,138 shares; 2026Q1: 5,184 shares; 2026Q2: 5,184 shares 5,184 $304K 0.05% 0 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: 70,813 shares; 2024Q4: 74,937 shares; 2025Q1: 5,976 shares; 2025Q2: 5,800 shares; 2025Q3: 5,093 shares; 2025Q4: 4,889 shares; 2026Q1: 4,689 shares; 2026Q2: 4,703 shares 4,703 $297K 0.05% +14 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: 942 shares; 2026Q2: 943 shares 943 $286K 0.05% +1 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 6,852 shares; 2025Q3: 6,749 shares; 2025Q4: 6,754 shares; 2026Q1: 6,620 shares; 2026Q2: 8,254 shares 8,254 $279K 0.05% +1,634 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,971 shares; 2026Q1: 3,516 shares; 2026Q2: 3,362 shares 3,362 $277K 0.05% -154 Timeline LOW LOWES COS INC More: the full row for LOWES 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: not reported; 2026Q2: 1,248 shares 1,248 $275K 0.05% new 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: 1,069 shares 1,069 $273K 0.04% new Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,744 shares; 2024Q4: 5,699 shares; 2025Q1: 3,122 shares; 2025Q2: 3,119 shares; 2025Q3: 3,049 shares; 2025Q4: 3,085 shares; 2026Q1: 3,007 shares; 2026Q2: 3,223 shares 3,223 $273K 0.04% +216 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,125 shares; 2025Q1: 2,140 shares; 2025Q2: 2,259 shares; 2025Q3: 2,272 shares; 2025Q4: 2,286 shares; 2026Q1: 2,291 shares; 2026Q2: 2,319 shares 2,319 $272K 0.04% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,829 shares; 2025Q3: 6,779 shares; 2025Q4: 6,676 shares; 2026Q1: 7,213 shares; 2026Q2: 5,007 shares 5,007 $264K 0.04% -2,206 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: 630 shares; 2026Q1: 645 shares; 2026Q2: 699 shares 699 $253K 0.04% +54 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: 1,757 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,536 shares; 2025Q3: 1,653 shares; 2025Q4: 1,580 shares; 2026Q1: 1,587 shares; 2026Q2: 1,589 shares 1,589 $241K 0.04% +2 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: 13,397 shares; 2024Q4: 12,143 shares; 2025Q1: 12,459 shares; 2025Q2: 12,849 shares; 2025Q3: 13,327 shares; 2025Q4: 11,536 shares; 2026Q1: 11,795 shares; 2026Q2: 11,444 shares 11,444 $237K 0.04% -351 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 476 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,684 shares 2,684 $231K 0.04% new 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: 8,237 shares; 2026Q1: 8,389 shares; 2026Q2: 9,499 shares 9,499 $229K 0.04% +1,110 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: 2,625 shares; 2025Q4: 2,672 shares; 2026Q1: 2,111 shares; 2026Q2: 2,144 shares 2,144 $223K 0.04% +33 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,305 shares; 2024Q4: 33,447 shares; 2025Q1: 134,499 shares; 2025Q2: 42,524 shares; 2025Q3: 6,579 shares; 2025Q4: 6,133 shares; 2026Q1: not reported; 2026Q2: 4,576 shares 4,576 $215K 0.04% new Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $214K 0.04% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,633 shares 1,633 $210K 0.03% new 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: 961 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,095 shares 1,095 $209K 0.03% new 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: 395 shares; 2025Q3: 412 shares; 2025Q4: 399 shares; 2026Q1: 404 shares; 2026Q2: 407 shares 407 $208K 0.03% +3 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: 683 shares 683 $206K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,397 shares; 2026Q2: 4,867 shares 4,867 $206K 0.03% +470 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: 811 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 394 shares 394 $206K 0.03% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,506 shares 2,506 $205K 0.03% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 2,360 shares; 2026Q1: not reported; 2026Q2: 2,261 shares 2,261 $205K 0.03% new Timeline NRO NEUBERGER R/EST SECS INC FD More: the full row for NEUBERGER R/EST SECS INC 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: 20,897 shares; 2026Q2: 21,019 shares 21,019 $63.7K 0.01% +122 Timeline