DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,746,773 shares; 2024Q1: 1,775,099 shares; 2024Q2: 1,807,327 shares; 2024Q3: 1,826,059 shares; 2024Q4: 1,952,837 shares; 2025Q1: 2,029,767 shares; 2025Q2: 2,099,217 shares; 2025Q3: 2,153,099 shares 2,153,099 $125M 10.32% +53,882 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,028,451 shares; 2024Q1: 1,080,402 shares; 2024Q2: 1,143,648 shares; 2024Q3: 1,210,425 shares; 2024Q4: 1,320,076 shares; 2025Q1: 1,362,326 shares; 2025Q2: 1,414,161 shares; 2025Q3: 1,503,962 shares 1,503,962 $119M 9.77% +89,801 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,109,703 shares; 2024Q1: 3,166,561 shares; 2024Q2: 3,230,583 shares; 2024Q3: 3,363,571 shares; 2024Q4: 3,479,841 shares; 2025Q1: 3,576,418 shares; 2025Q2: 3,695,021 shares; 2025Q3: 3,934,831 shares 3,934,831 $102M 8.38% +239,810 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 589,988 shares; 2024Q1: 623,865 shares; 2024Q2: 666,296 shares; 2024Q3: 693,443 shares; 2024Q4: 713,498 shares; 2025Q1: 743,860 shares; 2025Q2: 796,649 shares; 2025Q3: 819,697 shares 819,697 $59.4M 4.89% +23,048 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,141,212 shares; 2024Q1: 1,123,516 shares; 2024Q2: 1,100,290 shares; 2024Q3: 1,081,089 shares; 2024Q4: 1,087,836 shares; 2025Q1: 1,095,961 shares; 2025Q2: 1,085,073 shares; 2025Q3: 1,080,534 shares 1,080,534 $48.3M 3.98% -4,539 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 533,363 shares; 2024Q1: 602,050 shares; 2024Q2: 681,614 shares; 2024Q3: 760,804 shares; 2024Q4: 997,902 shares; 2025Q1: 1,117,501 shares; 2025Q2: 1,206,131 shares; 2025Q3: 1,320,407 shares 1,320,407 $48M 3.95% +114,276 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 311,250 shares; 2024Q1: 335,788 shares; 2024Q2: 330,931 shares; 2024Q3: 338,285 shares; 2024Q4: 354,349 shares; 2025Q1: 362,727 shares; 2025Q2: 381,277 shares; 2025Q3: 421,947 shares 421,947 $45.1M 3.71% +40,670 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 354,441 shares; 2024Q1: 403,566 shares; 2024Q2: 464,540 shares; 2024Q3: 506,778 shares; 2024Q4: 1,133,189 shares; 2025Q1: 1,300,202 shares; 2025Q2: 1,439,578 shares; 2025Q3: 1,548,759 shares 1,548,759 $41.7M 3.44% +109,181 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; 2023Q4: 356,490 shares; 2024Q1: 397,320 shares; 2024Q2: 431,890 shares; 2024Q3: 440,174 shares; 2024Q4: 472,548 shares; 2025Q1: 478,170 shares; 2025Q2: 479,154 shares; 2025Q3: 489,501 shares 489,501 $38.2M 3.15% +10,347 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; 2023Q4: 640,159 shares; 2024Q1: 647,010 shares; 2024Q2: 661,211 shares; 2024Q3: 661,827 shares; 2024Q4: 753,987 shares; 2025Q1: 775,141 shares; 2025Q2: 675,264 shares; 2025Q3: 679,977 shares 679,977 $34M 2.8% +4,713 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; 2023Q4: 748,144 shares; 2024Q1: 754,181 shares; 2024Q2: 746,492 shares; 2024Q3: 730,066 shares; 2024Q4: 746,530 shares; 2025Q1: 744,415 shares; 2025Q2: 737,938 shares; 2025Q3: 732,358 shares 732,358 $33.8M 2.78% -5,580 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; 2023Q4: 863,285 shares; 2024Q1: 931,284 shares; 2024Q2: 966,409 shares; 2024Q3: 1,013,252 shares; 2024Q4: 1,033,517 shares; 2025Q1: 1,069,784 shares; 2025Q2: 1,070,549 shares; 2025Q3: 1,107,756 shares 1,107,756 $33.6M 2.76% +37,207 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; 2023Q4: 234,695 shares; 2024Q1: 269,107 shares; 2024Q2: 298,687 shares; 2024Q3: 315,258 shares; 2024Q4: 340,264 shares; 2025Q1: 381,714 shares; 2025Q2: 418,110 shares; 2025Q3: 444,586 shares 444,586 $32.1M 2.65% +26,476 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 489,164 shares; 2024Q1: 566,494 shares; 2024Q2: 629,603 shares; 2024Q3: 685,324 shares; 2024Q4: 813,616 shares; 2025Q1: 844,175 shares; 2025Q2: 911,055 shares; 2025Q3: 962,189 shares 962,189 $30.9M 2.54% +51,134 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 164,715 shares; 2024Q1: 185,331 shares; 2024Q2: 204,319 shares; 2024Q3: 218,704 shares; 2024Q4: 245,921 shares; 2025Q1: 281,364 shares; 2025Q2: 295,235 shares; 2025Q3: 299,193 shares 299,193 $26.6M 2.19% +3,958 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 500,602 shares; 2024Q1: 551,916 shares; 2024Q2: 579,169 shares; 2024Q3: 594,703 shares; 2024Q4: 631,336 shares; 2025Q1: 652,237 shares; 2025Q2: 676,214 shares; 2025Q3: 699,809 shares 699,809 $23.7M 1.95% +23,595 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; 2023Q4: 623,312 shares; 2024Q1: 648,513 shares; 2024Q2: 632,644 shares; 2024Q3: 641,164 shares; 2024Q4: 683,774 shares; 2025Q1: 698,590 shares; 2025Q2: 725,851 shares; 2025Q3: 745,398 shares 745,398 $21.9M 1.8% +19,547 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 161,421 shares; 2024Q1: 205,168 shares; 2024Q2: 281,301 shares; 2024Q3: 313,302 shares; 2024Q4: 377,774 shares; 2025Q1: 500,801 shares; 2025Q2: 560,736 shares; 2025Q3: 638,861 shares 638,861 $17.4M 1.44% +78,125 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 432,372 shares; 2024Q1: 483,813 shares; 2024Q2: 455,125 shares; 2024Q3: 457,631 shares; 2024Q4: 501,735 shares; 2025Q1: 528,896 shares; 2025Q2: 577,473 shares; 2025Q3: 593,737 shares 593,737 $17.2M 1.41% +16,264 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 318,912 shares; 2024Q1: 318,997 shares; 2024Q2: 320,080 shares; 2024Q3: 321,797 shares; 2024Q4: 326,065 shares; 2025Q1: 345,260 shares; 2025Q2: 367,975 shares; 2025Q3: 365,649 shares 365,649 $16.7M 1.38% -2,326 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 559,721 shares; 2024Q1: 564,063 shares; 2024Q2: 569,233 shares; 2024Q3: 577,309 shares; 2024Q4: 600,290 shares; 2025Q1: 603,368 shares; 2025Q2: 609,523 shares; 2025Q3: 620,526 shares 620,526 $16.3M 1.34% +11,003 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 196,442 shares; 2024Q1: 185,366 shares; 2024Q2: 185,638 shares; 2024Q3: 194,895 shares; 2024Q4: 201,107 shares; 2025Q1: 203,422 shares; 2025Q2: 216,488 shares; 2025Q3: 217,469 shares 217,469 $15.6M 1.28% +981 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 61,967 shares; 2024Q1: 61,238 shares; 2024Q2: 62,008 shares; 2024Q3: 61,463 shares; 2024Q4: 60,395 shares; 2025Q1: 60,518 shares; 2025Q2: 60,708 shares; 2025Q3: 60,737 shares 60,737 $15.5M 1.27% +29 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,240 shares; 2024Q1: 16,996 shares; 2024Q2: 16,996 shares; 2024Q3: 16,099 shares; 2024Q4: 16,099 shares; 2025Q1: 16,099 shares; 2025Q2: 16,099 shares; 2025Q3: 16,174 shares 16,174 $15M 1.23% +75 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; 2023Q4: 96,972 shares; 2024Q1: 99,324 shares; 2024Q2: 99,833 shares; 2024Q3: 103,477 shares; 2024Q4: 105,207 shares; 2025Q1: 119,486 shares; 2025Q2: 145,052 shares; 2025Q3: 146,054 shares 146,054 $14.5M 1.2% +1,002 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 79,894 shares; 2024Q1: 129,685 shares; 2024Q2: 184,806 shares; 2024Q3: 193,511 shares; 2024Q4: 255,168 shares; 2025Q1: 343,187 shares; 2025Q2: 318,781 shares; 2025Q3: 326,933 shares 326,933 $13.9M 1.14% +8,152 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 69,231 shares; 2024Q1: 102,202 shares; 2024Q2: 139,986 shares; 2024Q3: 144,580 shares; 2024Q4: 196,346 shares; 2025Q1: 240,155 shares; 2025Q2: 254,144 shares; 2025Q3: 257,374 shares 257,374 $10.5M 0.87% +3,230 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 306,287 shares; 2024Q1: 304,087 shares; 2024Q2: 296,434 shares; 2024Q3: 298,668 shares; 2024Q4: 301,669 shares; 2025Q1: 303,426 shares; 2025Q2: 298,494 shares; 2025Q3: 299,035 shares 299,035 $9.38M 0.77% +541 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; 2023Q4: 422,551 shares; 2024Q1: 410,333 shares; 2024Q2: 427,941 shares; 2024Q3: 433,905 shares; 2024Q4: 443,858 shares; 2025Q1: 380,698 shares; 2025Q2: 386,110 shares; 2025Q3: 391,044 shares 391,044 $9.33M 0.77% +4,934 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 95,985 shares; 2024Q1: 96,747 shares; 2024Q2: 97,430 shares; 2024Q3: 101,283 shares; 2024Q4: 103,643 shares; 2025Q1: 116,496 shares; 2025Q2: 136,736 shares; 2025Q3: 137,460 shares 137,460 $8.74M 0.72% +724 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 103,326 shares; 2024Q1: 103,235 shares; 2024Q2: 103,330 shares; 2024Q3: 103,285 shares; 2024Q4: 103,285 shares; 2025Q1: 103,668 shares; 2025Q2: 107,553 shares; 2025Q3: 107,615 shares 107,615 $7.36M 0.61% +62 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; 2023Q4: 150,723 shares; 2024Q1: 147,815 shares; 2024Q2: 147,099 shares; 2024Q3: 148,261 shares; 2024Q4: 151,524 shares; 2025Q1: 161,600 shares; 2025Q2: 179,528 shares; 2025Q3: 179,208 shares 179,208 $6.91M 0.57% -320 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 56,424 shares; 2024Q1: 75,518 shares; 2024Q2: 91,614 shares; 2024Q3: 96,999 shares; 2024Q4: 124,850 shares; 2025Q1: 182,360 shares; 2025Q2: 163,365 shares; 2025Q3: 165,745 shares 165,745 $6.81M 0.56% +2,380 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 68,754 shares; 2024Q1: 72,226 shares; 2024Q2: 71,814 shares; 2024Q3: 71,778 shares; 2024Q4: 71,467 shares; 2025Q1: 69,244 shares; 2025Q2: 71,794 shares; 2025Q3: 74,034 shares 74,034 $6.77M 0.56% +2,240 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 59,496 shares; 2024Q1: 58,054 shares; 2024Q2: 58,532 shares; 2024Q3: 62,929 shares; 2024Q4: 64,072 shares; 2025Q1: 68,092 shares; 2025Q2: 91,791 shares; 2025Q3: 89,985 shares 89,985 $6.62M 0.55% -1,806 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; 2023Q4: 180,937 shares; 2024Q1: 165,399 shares; 2024Q2: 170,915 shares; 2024Q3: 165,269 shares; 2024Q4: 168,515 shares; 2025Q1: 180,691 shares; 2025Q2: 189,931 shares; 2025Q3: 195,526 shares 195,526 $6.16M 0.51% +5,595 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,757 shares; 2025Q2: 33,526 shares; 2025Q3: 68,843 shares 68,843 $5.21M 0.43% +35,317 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 337,724 shares; 2024Q1: 341,926 shares; 2024Q2: 402,632 shares; 2024Q3: 411,638 shares; 2024Q4: 424,449 shares; 2025Q1: 445,475 shares; 2025Q2: 450,265 shares; 2025Q3: 474,258 shares 474,258 $5.05M 0.42% +23,993 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 95,965 shares; 2024Q1: 92,707 shares; 2024Q2: 94,038 shares; 2024Q3: 94,270 shares; 2024Q4: 94,748 shares; 2025Q1: 105,986 shares; 2025Q2: 109,489 shares; 2025Q3: 109,292 shares 109,292 $4.93M 0.41% -197 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 126,616 shares; 2024Q1: 127,486 shares; 2024Q2: 126,824 shares; 2024Q3: 125,991 shares; 2024Q4: 127,269 shares; 2025Q1: 126,411 shares; 2025Q2: 124,477 shares; 2025Q3: 123,895 shares 123,895 $4.42M 0.36% -582 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 965 shares; 2024Q1: 979 shares; 2024Q2: 977 shares; 2024Q3: 977 shares; 2024Q4: 1,115 shares; 2025Q1: 1,451 shares; 2025Q2: 2,691 shares; 2025Q3: 5,128 shares 5,128 $3.14M 0.26% +2,437 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,513 shares; 2024Q1: 12,566 shares; 2024Q2: 12,904 shares; 2024Q3: 12,924 shares; 2024Q4: 12,915 shares; 2025Q1: 12,921 shares; 2025Q2: 12,809 shares; 2025Q3: 12,790 shares 12,790 $3.12M 0.26% -19 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,579 shares; 2024Q1: 12,416 shares; 2024Q2: 12,429 shares; 2024Q3: 12,429 shares; 2024Q4: 12,442 shares; 2025Q1: 12,432 shares; 2025Q2: 12,410 shares; 2025Q3: 12,412 shares 12,412 $3.02M 0.25% +2 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 62,989 shares; 2024Q1: 67,048 shares; 2024Q2: 67,621 shares; 2024Q3: 65,693 shares; 2024Q4: 73,182 shares; 2025Q1: 80,756 shares; 2025Q2: 86,495 shares; 2025Q3: 87,194 shares 87,194 $2.86M 0.24% +699 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,354 shares; 2024Q1: 41,835 shares; 2024Q2: 42,478 shares; 2024Q3: 40,811 shares; 2024Q4: 44,449 shares; 2025Q1: 43,817 shares; 2025Q2: 42,212 shares; 2025Q3: 42,223 shares 42,223 $2.76M 0.23% +11 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,929 shares; 2024Q1: 21,928 shares; 2024Q2: 21,928 shares; 2024Q3: 32,890 shares; 2024Q4: 32,892 shares; 2025Q1: 32,892 shares; 2025Q2: 33,010 shares; 2025Q3: 33,010 shares 33,010 $2.53M 0.21% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,690 shares; 2024Q1: 3,635 shares; 2024Q2: 3,627 shares; 2024Q3: 3,587 shares; 2024Q4: 3,587 shares; 2025Q1: 3,587 shares; 2025Q2: 3,591 shares; 2025Q3: 3,591 shares 3,591 $2.45M 0.2% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,563 shares; 2024Q1: 4,039 shares; 2024Q2: 3,996 shares; 2024Q3: 3,917 shares; 2024Q4: 3,855 shares; 2025Q1: 4,140 shares; 2025Q2: 4,252 shares; 2025Q3: 4,730 shares 4,730 $2.45M 0.2% +478 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 36,225 shares; 2024Q1: 36,166 shares; 2024Q2: 36,013 shares; 2024Q3: 35,877 shares; 2024Q4: 35,609 shares; 2025Q1: 35,858 shares; 2025Q2: 35,728 shares; 2025Q3: 35,742 shares 35,742 $2.45M 0.2% +14 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,846 shares; 2024Q1: 3,661 shares; 2024Q2: 3,659 shares; 2024Q3: 3,235 shares; 2024Q4: 3,155 shares; 2025Q1: 3,095 shares; 2025Q2: 3,050 shares; 2025Q3: 3,208 shares 3,208 $2.15M 0.18% +158 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,373 shares; 2024Q1: 4,363 shares; 2024Q2: 4,368 shares; 2024Q3: 4,360 shares; 2024Q4: 4,353 shares; 2025Q1: 4,356 shares; 2025Q2: 4,355 shares; 2025Q3: 4,344 shares 4,344 $2.11M 0.17% -11 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; 2023Q4: 107,994 shares; 2024Q1: 107,994 shares; 2024Q2: 92,887 shares; 2024Q3: 92,652 shares; 2024Q4: 92,331 shares; 2025Q1: 92,285 shares; 2025Q2: 92,559 shares; 2025Q3: 92,874 shares 92,874 $2.08M 0.17% +315 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,815 shares; 2024Q1: 4,668 shares; 2024Q2: 4,600 shares; 2024Q3: 4,600 shares; 2024Q4: 4,476 shares; 2025Q1: 4,406 shares; 2025Q2: 4,392 shares; 2025Q3: 4,342 shares 4,342 $2.03M 0.17% -50 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,256 shares; 2024Q1: 1,205 shares; 2024Q2: 1,390 shares; 2024Q3: 1,390 shares; 2024Q4: 1,928 shares; 2025Q1: 2,983 shares; 2025Q2: 4,014 shares; 2025Q3: 5,997 shares 5,997 $1.97M 0.16% +1,983 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 22,943 shares; 2024Q1: 19,858 shares; 2024Q2: 26,073 shares; 2024Q3: 25,900 shares; 2024Q4: 26,256 shares; 2025Q1: 30,591 shares; 2025Q2: 26,485 shares; 2025Q3: 25,915 shares 25,915 $1.93M 0.16% -570 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,446 shares; 2024Q1: 7,447 shares; 2024Q2: 7,447 shares; 2024Q3: 7,447 shares; 2024Q4: 7,446 shares; 2025Q1: 7,362 shares; 2025Q2: 7,187 shares; 2025Q3: 6,818 shares 6,818 $1.91M 0.16% -369 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,554 shares; 2024Q1: 1,646 shares; 2024Q2: 1,646 shares; 2024Q3: 1,646 shares; 2024Q4: 1,646 shares; 2025Q1: 1,891 shares; 2025Q2: 2,728 shares; 2025Q3: 6,308 shares 6,308 $1.85M 0.15% +3,580 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,764 shares; 2024Q1: 4,788 shares; 2024Q2: 4,719 shares; 2024Q3: 4,737 shares; 2024Q4: 4,708 shares; 2025Q1: 4,718 shares; 2025Q2: 4,767 shares; 2025Q3: 4,736 shares 4,736 $1.62M 0.13% -31 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,361 shares 3,361 $1.61M 0.13% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 477 shares; 2025Q3: 2,150 shares 2,150 $1.61M 0.13% +1,673 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 51,999 shares; 2024Q1: 66,681 shares; 2024Q2: 59,042 shares; 2024Q3: 65,129 shares; 2024Q4: 24,871 shares; 2025Q1: 24,925 shares; 2025Q2: 18,649 shares; 2025Q3: 15,860 shares 15,860 $1.6M 0.13% -2,789 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; 2023Q4: 2,563 shares; 2024Q1: 2,563 shares; 2024Q2: 2,563 shares; 2024Q3: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 2,931 shares; 2025Q2: 4,149 shares; 2025Q3: 6,261 shares 6,261 $1.59M 0.13% +2,112 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,314 shares; 2024Q1: 16,334 shares; 2024Q2: 16,334 shares; 2024Q3: 15,005 shares; 2024Q4: 14,629 shares; 2025Q1: 15,284 shares; 2025Q2: 41,282 shares; 2025Q3: 48,267 shares 48,267 $1.54M 0.13% +6,985 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 32,765 shares; 2024Q1: 36,570 shares; 2024Q2: 36,842 shares; 2024Q3: 36,924 shares; 2024Q4: 35,942 shares; 2025Q1: 35,956 shares; 2025Q2: 35,279 shares; 2025Q3: 35,724 shares 35,724 $1.51M 0.12% +445 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,890 shares; 2024Q1: 5,893 shares; 2024Q2: 5,905 shares; 2024Q3: 5,905 shares; 2024Q4: 5,905 shares; 2025Q1: 5,905 shares; 2025Q2: 5,276 shares; 2025Q3: 5,276 shares 5,276 $1.48M 0.12% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,084 shares; 2024Q1: 20,084 shares; 2024Q2: 27,440 shares; 2024Q3: 27,440 shares; 2024Q4: 27,440 shares; 2025Q1: 27,440 shares; 2025Q2: 27,440 shares; 2025Q3: 27,440 shares 27,440 $1.29M 0.11% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,838 shares; 2024Q1: 7,838 shares; 2024Q2: 8,099 shares; 2024Q3: 7,807 shares; 2024Q4: 7,807 shares; 2025Q1: 7,807 shares; 2025Q2: 7,807 shares; 2025Q3: 8,782 shares 8,782 $1.28M 0.11% +975 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25,682 shares; 2024Q1: 25,984 shares; 2024Q2: 21,939 shares; 2024Q3: 28,663 shares; 2024Q4: 27,158 shares; 2025Q1: 24,686 shares; 2025Q2: 24,324 shares; 2025Q3: 24,781 shares 24,781 $1.24M 0.1% +457 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,778 shares; 2025Q3: 16,335 shares 16,335 $1.2M 0.1% +8,557 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 42,631 shares; 2024Q1: 43,904 shares; 2024Q2: 42,869 shares; 2024Q3: 43,602 shares; 2024Q4: 45,591 shares; 2025Q1: 45,067 shares; 2025Q2: 44,437 shares; 2025Q3: 46,328 shares 46,328 $1.17M 0.1% +1,891 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,204 shares; 2024Q1: 14,099 shares; 2024Q2: 14,051 shares; 2024Q3: 11,728 shares; 2024Q4: 11,728 shares; 2025Q1: 14,355 shares; 2025Q2: 18,460 shares; 2025Q3: 22,958 shares 22,958 $1.16M 0.1% +4,498 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,874 shares; 2024Q1: 10,501 shares; 2024Q2: 10,501 shares; 2024Q3: 11,107 shares; 2024Q4: 11,107 shares; 2025Q1: 11,410 shares; 2025Q2: 13,149 shares; 2025Q3: 20,381 shares 20,381 $1.1M 0.09% +7,232 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,146 shares; 2024Q1: 2,241 shares; 2024Q2: 2,244 shares; 2024Q3: 3,328 shares; 2024Q4: 3,295 shares; 2025Q1: 3,404 shares; 2025Q2: 3,475 shares; 2025Q3: 3,462 shares 3,462 $1.09M 0.09% -13 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,592 shares; 2024Q1: 13,693 shares; 2024Q2: 13,693 shares; 2024Q3: 12,839 shares; 2024Q4: 12,620 shares; 2025Q1: 12,804 shares; 2025Q2: 32,954 shares; 2025Q3: 33,128 shares 33,128 $1.09M 0.09% +174 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,509 shares; 2024Q1: 12,168 shares; 2024Q2: 12,111 shares; 2024Q3: 10,324 shares; 2024Q4: 10,030 shares; 2025Q1: 9,923 shares; 2025Q2: 9,817 shares; 2025Q3: 9,758 shares 9,758 $1.09M 0.09% -59 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,383 shares; 2025Q3: 11,935 shares 11,935 $1.07M 0.09% +7,552 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,585 shares; 2024Q1: 9,585 shares; 2024Q2: 9,547 shares; 2024Q3: 9,547 shares; 2024Q4: 9,496 shares; 2025Q1: 9,496 shares; 2025Q2: 9,496 shares; 2025Q3: 9,496 shares 9,496 $1.05M 0.09% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,959 shares; 2024Q1: 7,959 shares; 2024Q2: 7,679 shares; 2024Q3: 7,679 shares; 2024Q4: 7,679 shares; 2025Q1: 7,679 shares; 2025Q2: 7,679 shares; 2025Q3: 7,679 shares 7,679 $1.04M 0.09% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 952 shares; 2024Q1: 952 shares; 2024Q2: 927 shares; 2024Q3: 1,004 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 1,179 shares; 2025Q3: 1,701 shares 1,701 $1.02M 0.08% +522 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,554 shares; 2025Q3: 3,739 shares 3,739 $971K 0.08% +2,185 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,708 shares; 2024Q1: 4,708 shares; 2024Q2: 4,679 shares; 2024Q3: 4,679 shares; 2024Q4: 4,635 shares; 2025Q1: 4,635 shares; 2025Q2: 4,635 shares; 2025Q3: 4,635 shares 4,635 $944K 0.08% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,331 shares; 2024Q1: 7,331 shares; 2024Q2: 7,309 shares; 2024Q3: 7,358 shares; 2024Q4: 7,353 shares; 2025Q1: 7,353 shares; 2025Q2: 7,361 shares; 2025Q3: 7,361 shares 7,361 $927K 0.08% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,149 shares; 2024Q1: 1,278 shares; 2024Q2: 1,258 shares; 2024Q3: 1,264 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares 1,373 $915K 0.08% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 29,434 shares; 2024Q1: 30,739 shares; 2024Q2: 31,972 shares; 2024Q3: 32,018 shares; 2024Q4: 33,984 shares; 2025Q1: 34,863 shares; 2025Q2: 34,237 shares; 2025Q3: 34,237 shares 34,237 $807K 0.07% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,836 shares; 2024Q1: 3,853 shares; 2024Q2: 4,089 shares; 2024Q3: 4,053 shares; 2024Q4: 4,053 shares; 2025Q1: 4,094 shares; 2025Q2: 3,705 shares; 2025Q3: 3,688 shares 3,688 $796K 0.07% -17 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 243 shares; 2024Q2: 2,418 shares; 2024Q3: 2,461 shares; 2024Q4: 2,438 shares; 2025Q1: 3,592 shares; 2025Q2: 3,724 shares; 2025Q3: 4,255 shares 4,255 $794K 0.07% +531 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,927 shares; 2024Q1: 3,598 shares; 2024Q2: 3,564 shares; 2024Q3: 3,780 shares; 2024Q4: 4,042 shares; 2025Q1: 3,987 shares; 2025Q2: 4,035 shares; 2025Q3: 4,242 shares 4,242 $787K 0.06% +207 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,634 shares; 2024Q1: 7,634 shares; 2024Q2: 7,634 shares; 2024Q3: 7,634 shares; 2024Q4: 7,634 shares; 2025Q1: 9,893 shares; 2025Q2: 7,129 shares; 2025Q3: 7,091 shares 7,091 $771K 0.06% -38 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,583 shares; 2024Q1: 6,584 shares; 2024Q2: 6,583 shares; 2024Q3: 6,630 shares; 2024Q4: 6,614 shares; 2025Q1: 6,614 shares; 2025Q2: 6,599 shares; 2025Q3: 6,599 shares 6,599 $737K 0.06% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,805 shares; 2024Q1: 15,805 shares; 2024Q2: 15,805 shares; 2024Q3: 15,805 shares; 2024Q4: 15,805 shares; 2025Q1: 15,805 shares; 2025Q2: 15,805 shares; 2025Q3: 15,805 shares 15,805 $715K 0.06% 0 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,532 shares 14,532 $700K 0.06% new Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,489 shares; 2024Q4: 4,984 shares; 2025Q1: 5,170 shares; 2025Q2: 13,850 shares; 2025Q3: 13,951 shares 13,951 $695K 0.06% +101 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,173 shares; 2024Q1: 5,044 shares; 2024Q2: 5,318 shares; 2024Q3: 5,143 shares; 2024Q4: 4,273 shares; 2025Q1: 5,280 shares; 2025Q2: 3,869 shares; 2025Q3: 4,322 shares 4,322 $664K 0.05% +453 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,097 shares; 2024Q1: 1,116 shares; 2024Q2: 1,098 shares; 2024Q3: 1,092 shares; 2024Q4: 1,085 shares; 2025Q1: 1,086 shares; 2025Q2: 1,107 shares; 2025Q3: 1,103 shares 1,103 $627K 0.05% -4 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,399 shares; 2025Q1: 1,037 shares; 2025Q2: 1,250 shares; 2025Q3: 1,741 shares 1,741 $619K 0.05% +491 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,568 shares; 2024Q1: 4,671 shares; 2024Q2: 4,664 shares; 2024Q3: 4,801 shares; 2024Q4: 4,801 shares; 2025Q1: 5,995 shares; 2025Q2: 6,073 shares; 2025Q3: 5,995 shares 5,995 $618K 0.05% -78 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,367 shares; 2024Q1: 5,367 shares; 2024Q2: 6,027 shares; 2024Q3: 6,027 shares; 2024Q4: 6,027 shares; 2025Q1: 5,805 shares; 2025Q2: 5,145 shares; 2025Q3: 5,145 shares 5,145 $611K 0.05% 0 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,336 shares; 2024Q1: 7,507 shares; 2024Q2: 6,959 shares; 2024Q3: 7,137 shares; 2024Q4: 7,873 shares; 2025Q1: 8,438 shares; 2025Q2: 8,727 shares; 2025Q3: 9,282 shares 9,282 $596K 0.05% +555 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,500 shares; 2024Q1: 1,145 shares; 2024Q2: 1,228 shares; 2024Q3: 1,248 shares; 2024Q4: 1,223 shares; 2025Q1: 1,047 shares; 2025Q2: 1,006 shares; 2025Q3: 1,154 shares 1,154 $580K 0.05% +148 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,389 shares 7,389 $566K 0.05% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,853 shares; 2024Q1: 1,846 shares; 2024Q2: 2,002 shares; 2024Q3: 2,037 shares; 2024Q4: 2,002 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares 1,877 $565K 0.05% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,177 shares; 2024Q1: 4,822 shares; 2024Q2: 4,850 shares; 2024Q3: 4,884 shares; 2024Q4: 4,884 shares; 2025Q1: 4,917 shares; 2025Q2: 4,954 shares; 2025Q3: 4,985 shares 4,985 $531K 0.04% +31 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,726 shares; 2025Q2: 9,353 shares; 2025Q3: 10,441 shares 10,441 $530K 0.04% +1,088 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 2,125 shares; 2024Q2: 2,200 shares; 2024Q3: 2,043 shares; 2024Q4: 1,976 shares; 2025Q1: 2,063 shares; 2025Q2: 2,324 shares; 2025Q3: 2,390 shares 2,390 $525K 0.04% +66 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 5,710 shares; 2024Q2: 5,710 shares; 2024Q3: 7,077 shares; 2024Q4: 7,384 shares; 2025Q1: 7,613 shares; 2025Q2: 7,313 shares; 2025Q3: 8,615 shares 8,615 $516K 0.04% +1,302 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; 2023Q4: 3,218 shares; 2024Q1: 3,131 shares; 2024Q2: 3,226 shares; 2024Q3: 3,220 shares; 2024Q4: 3,344 shares; 2025Q1: 3,073 shares; 2025Q2: 4,140 shares; 2025Q3: 4,485 shares 4,485 $514K 0.04% +345 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,307 shares; 2025Q2: 3,909 shares; 2025Q3: 6,379 shares 6,379 $510K 0.04% +2,470 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,407 shares 8,407 $505K 0.04% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,347 shares; 2024Q1: 2,158 shares; 2024Q2: 2,140 shares; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,277 shares; 2025Q2: 2,277 shares; 2025Q3: 2,327 shares 2,327 $490K 0.04% +50 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,769 shares; 2024Q1: 5,769 shares; 2024Q2: 5,769 shares; 2024Q3: 6,165 shares; 2024Q4: 5,925 shares; 2025Q1: 5,925 shares; 2025Q2: 5,925 shares; 2025Q3: 5,925 shares 5,925 $489K 0.04% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,671 shares; 2024Q1: 2,451 shares; 2024Q2: 2,406 shares; 2024Q3: 2,291 shares; 2024Q4: 2,192 shares; 2025Q1: 1,887 shares; 2025Q2: 1,887 shares; 2025Q3: 1,887 shares 1,887 $466K 0.04% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,118 shares; 2024Q1: 4,118 shares; 2024Q2: 4,118 shares; 2024Q3: 4,914 shares; 2024Q4: 5,746 shares; 2025Q1: 5,746 shares; 2025Q2: 5,764 shares; 2025Q3: 6,189 shares 6,189 $465K 0.04% +425 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,110 shares; 2024Q1: 5,963 shares; 2024Q2: 5,683 shares; 2024Q3: 5,416 shares; 2024Q4: 5,416 shares; 2025Q1: 5,329 shares; 2025Q2: 5,329 shares; 2025Q3: 5,329 shares 5,329 $464K 0.04% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 326 shares; 2024Q1: 326 shares; 2024Q2: 326 shares; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 4,890 shares; 2025Q3: 4,215 shares 4,215 $454K 0.04% -675 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 701 shares; 2024Q1: 696 shares; 2024Q2: 738 shares; 2024Q3: 745 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 741 shares; 2025Q3: 605 shares 605 $444K 0.04% -136 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,159 shares; 2024Q1: 1,159 shares; 2024Q2: 1,164 shares; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,144 shares 1,144 $434K 0.04% -10 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,190 shares; 2024Q1: 1,190 shares; 2024Q2: 1,088 shares; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,135 shares 1,135 $415K 0.03% -42 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 926 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares 900 $400K 0.03% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,212 shares; 2024Q1: 2,158 shares; 2024Q2: 2,149 shares; 2024Q3: 2,179 shares; 2024Q4: 2,179 shares; 2025Q1: 2,179 shares; 2025Q2: 2,176 shares; 2025Q3: 2,146 shares 2,146 $394K 0.03% -30 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,723 shares 2,723 $384K 0.03% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,105 shares; 2025Q1: not reported; 2025Q2: 1,239 shares; 2025Q3: 1,163 shares 1,163 $384K 0.03% -76 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 673 shares; 2024Q1: 739 shares; 2024Q2: 758 shares; 2024Q3: 939 shares; 2024Q4: 929 shares; 2025Q1: 930 shares; 2025Q2: 945 shares; 2025Q3: 942 shares 942 $382K 0.03% -3 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,292 shares; 2024Q1: 1,292 shares; 2024Q2: 1,313 shares; 2024Q3: 1,313 shares; 2024Q4: 1,265 shares; 2025Q1: 1,269 shares; 2025Q2: 1,277 shares; 2025Q3: 1,298 shares 1,298 $366K 0.03% +21 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,041 shares; 2024Q1: 2,260 shares; 2024Q2: 2,364 shares; 2024Q3: 2,275 shares; 2024Q4: 2,667 shares; 2025Q1: 2,664 shares; 2025Q2: 2,660 shares; 2025Q3: 2,572 shares 2,572 $361K 0.03% -88 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 477 shares; 2024Q1: 2,862 shares; 2024Q2: 2,862 shares; 2024Q3: 2,862 shares; 2024Q4: 2,862 shares; 2025Q1: 2,862 shares; 2025Q2: 2,862 shares; 2025Q3: 2,862 shares 2,862 $360K 0.03% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,217 shares; 2024Q1: 2,219 shares; 2024Q2: 2,234 shares; 2024Q3: 2,218 shares; 2024Q4: 2,218 shares; 2025Q1: 2,231 shares; 2025Q2: 2,231 shares; 2025Q3: 2,066 shares 2,066 $348K 0.03% -165 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,124 shares; 2024Q1: 7,010 shares; 2024Q2: 7,042 shares; 2024Q3: 7,042 shares; 2024Q4: 6,986 shares; 2025Q1: 7,544 shares; 2025Q2: 6,718 shares; 2025Q3: 6,718 shares 6,718 $347K 0.03% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 480 shares; 2024Q1: 491 shares; 2024Q2: 480 shares; 2024Q3: 480 shares; 2024Q4: 470 shares; 2025Q1: 459 shares; 2025Q2: 467 shares; 2025Q3: 453 shares 453 $346K 0.03% -14 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,939 shares; 2024Q1: 1,948 shares; 2024Q2: 1,940 shares; 2024Q3: 1,940 shares; 2024Q4: 1,849 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,708 shares 1,708 $344K 0.03% -146 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,610 shares; 2024Q1: 2,622 shares; 2024Q2: 2,619 shares; 2024Q3: 2,619 shares; 2024Q4: 2,613 shares; 2025Q1: 2,383 shares; 2025Q2: 2,383 shares; 2025Q3: 2,157 shares 2,157 $343K 0.03% -226 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; 2023Q4: 3,531 shares; 2024Q1: 3,553 shares; 2024Q2: 3,849 shares; 2024Q3: 3,557 shares; 2024Q4: 4,170 shares; 2025Q1: 4,141 shares; 2025Q2: 3,881 shares; 2025Q3: 4,079 shares 4,079 $342K 0.03% +198 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,481 shares; 2024Q1: 1,481 shares; 2024Q2: 1,481 shares; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,512 shares; 2025Q3: 1,628 shares 1,628 $340K 0.03% +116 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 802 shares; 2024Q1: 747 shares; 2024Q2: not reported; 2024Q3: 769 shares; 2024Q4: 769 shares; 2025Q1: 973 shares; 2025Q2: 1,019 shares; 2025Q3: 1,116 shares 1,116 $339K 0.03% +97 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,378 shares; 2024Q1: 3,378 shares; 2024Q2: 3,378 shares; 2024Q3: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares 3,378 $339K 0.03% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,286 shares; 2025Q3: 1,148 shares 1,148 $337K 0.03% -138 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 9,842 shares; 2024Q2: 9,842 shares; 2024Q3: 9,842 shares; 2024Q4: 9,842 shares; 2025Q1: 9,842 shares; 2025Q2: 9,842 shares; 2025Q3: 9,842 shares 9,842 $336K 0.03% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,476 shares; 2024Q1: 1,371 shares; 2024Q2: 1,354 shares; 2024Q3: 1,354 shares; 2024Q4: 1,298 shares; 2025Q1: 1,092 shares; 2025Q2: 1,092 shares; 2025Q3: 1,092 shares 1,092 $336K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,656 shares; 2024Q1: 1,667 shares; 2024Q2: 1,662 shares; 2024Q3: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 1,660 shares; 2025Q2: 1,651 shares; 2025Q3: 1,652 shares 1,652 $328K 0.03% +1 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,782 shares; 2024Q1: 8,354 shares; 2024Q2: 8,516 shares; 2024Q3: 8,694 shares; 2024Q4: 8,975 shares; 2025Q1: 6,743 shares; 2025Q2: 6,890 shares; 2025Q3: 7,345 shares 7,345 $327K 0.03% +455 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,398 shares; 2025Q3: 3,766 shares 3,766 $317K 0.03% -1,632 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,733 shares; 2024Q1: 8,513 shares; 2024Q2: 8,501 shares; 2024Q3: 8,584 shares; 2024Q4: not reported; 2025Q1: 8,966 shares; 2025Q2: 8,952 shares; 2025Q3: 9,398 shares 9,398 $315K 0.03% +446 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,218 shares; 2024Q1: 2,071 shares; 2024Q2: 2,577 shares; 2024Q3: 2,577 shares; 2024Q4: 2,534 shares; 2025Q1: 2,549 shares; 2025Q2: 2,640 shares; 2025Q3: 2,785 shares 2,785 $314K 0.03% +145 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; 2023Q4: 1,156 shares; 2024Q1: 1,243 shares; 2024Q2: 1,243 shares; 2024Q3: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 1,046 shares; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares 1,043 $313K 0.03% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 364 shares; 2024Q1: 368 shares; 2024Q2: 368 shares; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares 1,516 $311K 0.03% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,538 shares; 2024Q1: 4,273 shares; 2024Q2: 4,273 shares; 2024Q3: 4,273 shares; 2024Q4: 4,306 shares; 2025Q1: 4,090 shares; 2025Q2: 3,553 shares; 2025Q3: 3,187 shares 3,187 $308K 0.03% -366 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $307K 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 232 shares; 2025Q1: 233 shares; 2025Q2: 236 shares; 2025Q3: 256 shares 256 $307K 0.03% +20 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,346 shares; 2025Q2: 6,846 shares; 2025Q3: 6,346 shares 6,346 $304K 0.03% -500 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,238 shares 1,238 $302K 0.02% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,432 shares; 2024Q1: 6,838 shares; 2024Q2: 6,838 shares; 2024Q3: 6,838 shares; 2024Q4: 6,838 shares; 2025Q1: 6,838 shares; 2025Q2: 6,838 shares; 2025Q3: 6,838 shares 6,838 $297K 0.02% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,767 shares; 2024Q1: 3,877 shares; 2024Q2: 3,580 shares; 2024Q3: 3,609 shares; 2024Q4: 3,609 shares; 2025Q1: 3,503 shares; 2025Q2: 3,539 shares; 2025Q3: 3,932 shares 3,932 $297K 0.02% +393 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,509 shares 1,509 $281K 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; 2023Q4: not reported; 2024Q1: 719 shares; 2024Q2: 711 shares; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 748 shares 748 $280K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,708 shares; 2024Q3: 8,417 shares; 2024Q4: 7,926 shares; 2025Q1: 7,924 shares; 2025Q2: not reported; 2025Q3: 9,900 shares 9,900 $270K 0.02% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,515 shares; 2024Q1: 1,390 shares; 2024Q2: 1,390 shares; 2024Q3: 1,418 shares; 2024Q4: 1,390 shares; 2025Q1: 1,391 shares; 2025Q2: 1,404 shares; 2025Q3: 1,130 shares 1,130 $267K 0.02% -274 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 751 shares; 2024Q1: 751 shares; 2024Q2: 749 shares; 2024Q3: 749 shares; 2024Q4: 748 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 757 shares 757 $267K 0.02% -1 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,219 shares; 2024Q3: 2,219 shares; 2024Q4: 2,219 shares; 2025Q1: 2,219 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares 2,219 $266K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,121 shares; 2024Q1: 4,121 shares; 2024Q2: 4,143 shares; 2024Q3: 2,656 shares; 2024Q4: 2,656 shares; 2025Q1: 2,722 shares; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares 2,722 $254K 0.02% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $246K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 994 shares; 2024Q1: 1,020 shares; 2024Q2: 997 shares; 2024Q3: 1,019 shares; 2024Q4: 1,017 shares; 2025Q1: 1,019 shares; 2025Q2: 1,016 shares; 2025Q3: 991 shares 991 $244K 0.02% -25 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 3,173 shares; 2024Q2: not reported; 2024Q3: 3,173 shares; 2024Q4: not reported; 2025Q1: 3,283 shares; 2025Q2: 3,173 shares; 2025Q3: 3,173 shares 3,173 $243K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares 1,678 $243K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 308 shares; 2025Q2: 309 shares; 2025Q3: 309 shares 309 $239K 0.02% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 7,819 shares; 2024Q2: 7,819 shares; 2024Q3: 7,819 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,819 shares; 2025Q3: 7,819 shares 7,819 $232K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 789 shares; 2024Q1: 789 shares; 2024Q2: 789 shares; 2024Q3: 789 shares; 2024Q4: 789 shares; 2025Q1: 789 shares; 2025Q2: 789 shares; 2025Q3: 789 shares 789 $228K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,673 shares; 2024Q1: 3,537 shares; 2024Q2: 3,537 shares; 2024Q3: 3,537 shares; 2024Q4: 2,731 shares; 2025Q1: 2,731 shares; 2025Q2: 2,731 shares; 2025Q3: 2,731 shares 2,731 $227K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,858 shares; 2024Q1: 5,787 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,140 shares; 2025Q3: 6,140 shares 6,140 $218K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares 1,067 $217K 0.02% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,623 shares; 2024Q4: 4,573 shares; 2025Q1: 4,458 shares; 2025Q2: 4,417 shares; 2025Q3: 3,953 shares 3,953 $217K 0.02% -464 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 472 shares 472 $216K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,313 shares; 2024Q1: 2,843 shares; 2024Q2: 2,920 shares; 2024Q3: 2,873 shares; 2024Q4: 2,808 shares; 2025Q1: 2,645 shares; 2025Q2: 2,626 shares; 2025Q3: 2,542 shares 2,542 $215K 0.02% -84 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,235 shares; 2025Q3: 4,334 shares 4,334 $214K 0.02% +99 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,573 shares 9,573 $214K 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 723 shares; 2025Q3: 723 shares 723 $208K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,988 shares; 2024Q1: 1,988 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,330 shares 1,330 $206K 0.02% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 827 shares 827 $204K 0.02% new Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,241 shares 4,241 $202K 0.02% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,831 shares 2,831 $202K 0.02% new Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,703 shares; 2024Q1: 12,708 shares; 2024Q2: 12,700 shares; 2024Q3: 12,700 shares; 2024Q4: 12,700 shares; 2025Q1: 12,700 shares; 2025Q2: 12,700 shares; 2025Q3: 12,700 shares 12,700 $161K 0.01% 0 Timeline POLESTAR AUTOMOTIVE HLDG UK POLESTAR AUTOMOTIVE HLDG UK More: the full row for POLESTAR AUTOMOTIVE HLDG UK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,320 shares; 2024Q4: 15,320 shares; 2025Q1: 15,320 shares; 2025Q2: 15,320 shares; 2025Q3: 15,320 shares 15,320 $14.4K <0.01% 0