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 loaded; 2024Q4: 7,804 shares; 2025Q1: 8,169 shares; 2025Q2: 9,580 shares; 2025Q3: 18,522 shares; 2025Q4: 88,444 shares; 2026Q1: 100,909 shares; 2026Q2: 118,186 shares 118,186 $28M 12.32% +17,277 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; 2024Q3: not loaded; 2024Q4: 3,579 shares; 2025Q1: not reported; 2025Q2: 44,701 shares; 2025Q3: 194,023 shares; 2025Q4: 268,795 shares; 2026Q1: 291,639 shares; 2026Q2: 369,500 shares 369,500 $18.6M 8.17% +77,861 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,187 shares; 2025Q1: 11,172 shares; 2025Q2: 9,562 shares; 2025Q3: 15,296 shares; 2025Q4: 93,665 shares; 2026Q1: 101,427 shares; 2026Q2: 107,883 shares 107,883 $9.62M 4.24% +6,456 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 loaded; 2024Q4: 78,428 shares; 2025Q1: 90,674 shares; 2025Q2: 99,402 shares; 2025Q3: 103,685 shares; 2025Q4: 109,272 shares; 2026Q1: 133,723 shares; 2026Q2: 176,471 shares 176,471 $9.31M 4.1% +42,748 Timeline FNDX 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 loaded; 2024Q4: 110,943 shares; 2025Q1: 132,432 shares; 2025Q2: 209,862 shares; 2025Q3: 240,448 shares; 2025Q4: 245,329 shares; 2026Q1: 273,605 shares; 2026Q2: 282,455 shares 282,455 $8.78M 3.87% +8,850 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,391 shares; 2025Q1: 28,985 shares; 2025Q2: 48,408 shares; 2025Q3: 54,569 shares; 2025Q4: 54,185 shares; 2026Q1: 69,418 shares; 2026Q2: 182,375 shares 182,375 $8.3M 3.65% +112,957 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 loaded; 2024Q4: 12,037 shares; 2025Q1: 12,397 shares; 2025Q2: 14,999 shares; 2025Q3: 18,865 shares; 2025Q4: 21,940 shares; 2026Q1: 25,664 shares; 2026Q2: 78,339 shares 78,339 $7.06M 3.11% +52,675 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,027 shares; 2025Q1: 38,667 shares; 2025Q2: 42,439 shares; 2025Q3: 42,586 shares; 2025Q4: 42,148 shares; 2026Q1: 44,575 shares; 2026Q2: 61,319 shares 61,319 $5.86M 2.58% +16,744 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,429 shares; 2025Q1: not reported; 2025Q2: 9,244 shares; 2025Q3: 67,057 shares; 2025Q4: 68,389 shares; 2026Q1: 69,397 shares; 2026Q2: 73,017 shares 73,017 $5.36M 2.36% +3,620 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: not loaded; 2024Q4: 5,572 shares; 2025Q1: 5,614 shares; 2025Q2: 12,029 shares; 2025Q3: 13,857 shares; 2025Q4: 14,133 shares; 2026Q1: 10,976 shares; 2026Q2: 9,980 shares 9,980 $4.99M 2.2% -996 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,683 shares; 2025Q1: 7,658 shares; 2025Q2: 53,018 shares; 2025Q3: 54,739 shares; 2025Q4: 58,143 shares; 2026Q1: 62,192 shares; 2026Q2: 65,589 shares 65,589 $4.67M 2.06% +3,397 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81,793 shares; 2025Q1: 82,044 shares; 2025Q2: 104,040 shares; 2025Q3: 114,878 shares; 2025Q4: 112,415 shares; 2026Q1: 119,559 shares; 2026Q2: 113,262 shares 113,262 $4.55M 2.01% -6,297 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 84,939 shares; 2025Q1: 91,487 shares; 2025Q2: 88,772 shares; 2025Q3: 87,947 shares; 2025Q4: 88,385 shares; 2026Q1: 90,302 shares; 2026Q2: 100,561 shares 100,561 $4.13M 1.82% +10,259 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: not loaded; 2024Q4: 12,161 shares; 2025Q1: 11,696 shares; 2025Q2: 11,459 shares; 2025Q3: 12,105 shares; 2025Q4: 11,676 shares; 2026Q1: 11,628 shares; 2026Q2: 11,313 shares 11,313 $4.04M 1.78% -315 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64,851 shares; 2025Q1: 61,919 shares; 2025Q2: 65,095 shares; 2025Q3: 68,517 shares; 2025Q4: 69,157 shares; 2026Q1: 71,372 shares; 2026Q2: 77,442 shares 77,442 $3.84M 1.69% +6,070 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 143 shares; 2025Q1: not reported; 2025Q2: 6,195 shares; 2025Q3: 7,406 shares; 2025Q4: 8,592 shares; 2026Q1: 9,135 shares; 2026Q2: 45,552 shares 45,552 $3.67M 1.62% +36,417 Timeline RSP 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 loaded; 2024Q4: 16,753 shares; 2025Q1: 14,891 shares; 2025Q2: 13,931 shares; 2025Q3: 13,925 shares; 2025Q4: 12,949 shares; 2026Q1: 16,345 shares; 2026Q2: 16,510 shares 16,510 $3.51M 1.55% +165 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 loaded; 2024Q4: 4,212 shares; 2025Q1: 4,817 shares; 2025Q2: 4,637 shares; 2025Q3: 5,012 shares; 2025Q4: 5,199 shares; 2026Q1: 5,722 shares; 2026Q2: 38,766 shares 38,766 $3.34M 1.47% +33,044 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 62,866 shares; 2025Q1: 72,187 shares; 2025Q2: 71,141 shares; 2025Q3: 70,395 shares; 2025Q4: 73,835 shares; 2026Q1: 73,835 shares; 2026Q2: 77,148 shares 77,148 $3.21M 1.41% +3,313 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,905 shares; 2025Q1: 5,318 shares; 2025Q2: 29,843 shares; 2025Q3: 30,936 shares; 2025Q4: 30,756 shares; 2026Q1: 30,614 shares; 2026Q2: 28,909 shares 28,909 $2.86M 1.26% -1,705 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,094 shares; 2025Q1: 22,796 shares; 2025Q2: 23,227 shares; 2025Q3: 23,426 shares; 2025Q4: 23,870 shares; 2026Q1: 24,998 shares; 2026Q2: 25,375 shares 25,375 $2.61M 1.15% +377 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; 2024Q3: not loaded; 2024Q4: 8,220 shares; 2025Q1: 26,383 shares; 2025Q2: 32,370 shares; 2025Q3: 37,195 shares; 2025Q4: 41,102 shares; 2026Q1: 45,125 shares; 2026Q2: 51,963 shares 51,963 $2.59M 1.14% +6,838 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,701 shares; 2025Q1: 27,115 shares; 2025Q2: 27,125 shares; 2025Q3: 27,134 shares; 2025Q4: 26,106 shares; 2026Q1: 26,106 shares; 2026Q2: 26,113 shares 26,113 $2.23M 0.98% +7 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 loaded; 2024Q4: 5,312 shares; 2025Q1: 5,296 shares; 2025Q2: 5,299 shares; 2025Q3: 5,298 shares; 2025Q4: 5,528 shares; 2026Q1: 5,517 shares; 2026Q2: 6,005 shares 6,005 $2.22M 0.98% +488 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: not loaded; 2024Q4: 8,173 shares; 2025Q1: 6,528 shares; 2025Q2: 6,004 shares; 2025Q3: 8,229 shares; 2025Q4: 8,604 shares; 2026Q1: 8,336 shares; 2026Q2: 7,547 shares 7,547 $2.18M 0.96% -789 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 loaded; 2024Q4: 5,392 shares; 2025Q1: 6,217 shares; 2025Q2: 8,420 shares; 2025Q3: 8,443 shares; 2025Q4: 8,401 shares; 2026Q1: 8,388 shares; 2026Q2: 9,634 shares 9,634 $2.1M 0.92% +1,246 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: not loaded; 2024Q4: 4,317 shares; 2025Q1: 2,946 shares; 2025Q2: 2,838 shares; 2025Q3: 3,180 shares; 2025Q4: 3,173 shares; 2026Q1: 2,773 shares; 2026Q2: 2,767 shares 2,767 $2.07M 0.91% -6 Timeline ESGV 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 loaded; 2024Q4: 14,373 shares; 2025Q1: 14,411 shares; 2025Q2: 14,446 shares; 2025Q3: 14,480 shares; 2025Q4: 14,515 shares; 2026Q1: 14,553 shares; 2026Q2: 15,464 shares 15,464 $2.04M 0.9% +911 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,051 shares; 2025Q1: 37,325 shares; 2025Q2: 33,340 shares; 2025Q3: 37,870 shares; 2025Q4: 38,376 shares; 2026Q1: 40,545 shares; 2026Q2: 42,264 shares 42,264 $2M 0.88% +1,719 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: not loaded; 2024Q4: 2,168 shares; 2025Q1: 2,482 shares; 2025Q2: 2,606 shares; 2025Q3: 3,430 shares; 2025Q4: 3,968 shares; 2026Q1: 4,003 shares; 2026Q2: 2,747 shares 2,747 $1.89M 0.83% -1,256 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: not loaded; 2024Q4: 35,671 shares; 2025Q1: 32,396 shares; 2025Q2: 32,398 shares; 2025Q3: 32,525 shares; 2025Q4: 33,473 shares; 2026Q1: 33,473 shares; 2026Q2: 23,553 shares 23,553 $1.8M 0.79% -9,920 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,205 shares; 2025Q1: 75,026 shares; 2025Q2: 75,635 shares; 2025Q3: 78,718 shares; 2025Q4: 79,331 shares; 2026Q1: 81,425 shares; 2026Q2: 81,973 shares 81,973 $1.67M 0.74% +548 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,632 shares; 2025Q1: 2,392 shares; 2025Q2: 3,418 shares; 2025Q3: 4,527 shares; 2025Q4: 5,071 shares; 2026Q1: 5,189 shares; 2026Q2: 5,451 shares 5,451 $1.65M 0.73% +262 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 loaded; 2024Q4: 15,074 shares; 2025Q1: 15,136 shares; 2025Q2: 15,440 shares; 2025Q3: 15,565 shares; 2025Q4: 15,709 shares; 2026Q1: 15,709 shares; 2026Q2: 15,815 shares 15,815 $1.64M 0.72% +106 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: not loaded; 2024Q4: 6,658 shares; 2025Q1: 9,128 shares; 2025Q2: 9,802 shares; 2025Q3: 10,600 shares; 2025Q4: 11,333 shares; 2026Q1: 12,709 shares; 2026Q2: 12,387 shares 12,387 $1.54M 0.68% -322 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: not loaded; 2024Q4: 3,131 shares; 2025Q1: 1,405 shares; 2025Q2: 1,711 shares; 2025Q3: 2,114 shares; 2025Q4: 1,971 shares; 2026Q1: 1,955 shares; 2026Q2: 1,961 shares 1,961 $1.47M 0.65% +6 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: not loaded; 2024Q4: 7,640 shares; 2025Q1: 7,640 shares; 2025Q2: 8,054 shares; 2025Q3: 8,054 shares; 2025Q4: 8,603 shares; 2026Q1: 8,683 shares; 2026Q2: 8,684 shares 8,684 $1.44M 0.63% +1 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,589 shares; 2025Q1: 66,326 shares; 2025Q2: 69,422 shares; 2025Q3: 69,997 shares; 2025Q4: 70,542 shares; 2026Q1: 72,622 shares; 2026Q2: 73,074 shares 73,074 $1.43M 0.63% +452 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,723 shares; 2025Q1: 67,420 shares; 2025Q2: 67,944 shares; 2025Q3: 68,472 shares; 2025Q4: 68,981 shares; 2026Q1: 71,038 shares; 2026Q2: 71,513 shares 71,513 $1.4M 0.61% +475 Timeline FNDE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,989 shares; 2026Q2: 34,082 shares 34,082 $1.35M 0.6% +93 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,238 shares; 2025Q1: 6,072 shares; 2025Q2: 5,477 shares; 2025Q3: 5,434 shares; 2025Q4: 12,210 shares; 2026Q1: 12,254 shares; 2026Q2: 12,320 shares 12,320 $1.31M 0.58% +66 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,863 shares; 2025Q1: 4,070 shares; 2025Q2: 3,876 shares; 2025Q3: 3,876 shares; 2025Q4: 4,017 shares; 2026Q1: 3,540 shares; 2026Q2: 3,545 shares 3,545 $1.31M 0.58% +5 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,325 shares; 2025Q1: 61,338 shares; 2025Q2: 61,842 shares; 2025Q3: 62,360 shares; 2025Q4: 65,486 shares; 2026Q1: 67,547 shares; 2026Q2: 68,030 shares 68,030 $1.26M 0.56% +483 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 loaded; 2024Q4: 1,293 shares; 2025Q1: 995 shares; 2025Q2: 1,050 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 1,177 shares; 2026Q2: 9,604 shares 9,604 $1.15M 0.51% +8,427 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 loaded; 2024Q4: 2,024 shares; 2025Q1: not reported; 2025Q2: 2,024 shares; 2025Q3: 2,461 shares; 2025Q4: 2,461 shares; 2026Q1: 2,516 shares; 2026Q2: 2,635 shares 2,635 $1.14M 0.5% +119 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: not loaded; 2024Q4: 6,934 shares; 2025Q1: 6,945 shares; 2025Q2: 6,227 shares; 2025Q3: 6,225 shares; 2025Q4: 7,808 shares; 2026Q1: 8,154 shares; 2026Q2: 8,156 shares 8,156 $1.12M 0.49% +2 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 loaded; 2024Q4: 7,573 shares; 2025Q1: 7,408 shares; 2025Q2: 10,642 shares; 2025Q3: 10,698 shares; 2025Q4: 10,727 shares; 2026Q1: 10,751 shares; 2026Q2: 13,371 shares 13,371 $1.1M 0.48% +2,620 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,179 shares; 2025Q1: 25,645 shares; 2025Q2: 27,834 shares; 2025Q3: 28,834 shares; 2025Q4: 32,528 shares; 2026Q1: 37,384 shares; 2026Q2: 39,271 shares 39,271 $1.09M 0.48% +1,887 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 126,015 shares; 2025Q1: 126,015 shares; 2025Q2: 129,537 shares; 2025Q3: 129,537 shares; 2025Q4: 128,502 shares; 2026Q1: 128,502 shares; 2026Q2: 128,502 shares 128,502 $1.01M 0.44% 0 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 loaded; 2024Q4: 17,093 shares; 2025Q1: 17,377 shares; 2025Q2: 17,402 shares; 2025Q3: 17,662 shares; 2025Q4: 17,288 shares; 2026Q1: 17,348 shares; 2026Q2: 10,013 shares 10,013 $967K 0.43% -7,335 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: not loaded; 2024Q4: 2,718 shares; 2025Q1: 2,100 shares; 2025Q2: 2,009 shares; 2025Q3: 4,365 shares; 2025Q4: 5,302 shares; 2026Q1: 4,829 shares; 2026Q2: 3,999 shares 3,999 $953K 0.42% -830 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,438 shares; 2025Q1: 3,438 shares; 2025Q2: 6,258 shares; 2025Q3: 11,930 shares; 2025Q4: 13,218 shares; 2026Q1: 14,035 shares; 2026Q2: 16,079 shares 16,079 $948K 0.42% +2,044 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 loaded; 2024Q4: 8,716 shares; 2025Q1: 8,739 shares; 2025Q2: 8,572 shares; 2025Q3: 8,607 shares; 2025Q4: 8,654 shares; 2026Q1: 8,678 shares; 2026Q2: 8,714 shares 8,714 $938K 0.41% +36 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,729 shares; 2025Q1: 3,729 shares; 2025Q2: 3,729 shares; 2025Q3: 5,088 shares; 2025Q4: 5,088 shares; 2026Q1: 5,076 shares; 2026Q2: 5,076 shares 5,076 $918K 0.4% 0 Timeline XMHQ 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 loaded; 2024Q4: 9,780 shares; 2025Q1: 9,798 shares; 2025Q2: 9,810 shares; 2025Q3: 10,819 shares; 2025Q4: 10,837 shares; 2026Q1: 6,448 shares; 2026Q2: 7,987 shares 7,987 $902K 0.4% +1,539 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 loaded; 2024Q4: 895 shares; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 933 shares; 2025Q4: 2,336 shares; 2026Q1: 2,298 shares; 2026Q2: 2,298 shares 2,298 $859K 0.38% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,205 shares; 2025Q1: 11,328 shares; 2025Q2: 11,463 shares; 2025Q3: 16,549 shares; 2025Q4: 49,158 shares; 2026Q1: 50,831 shares; 2026Q2: 51,308 shares 51,308 $854K 0.38% +477 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,725 shares; 2025Q1: 4,725 shares; 2025Q2: 4,725 shares; 2025Q3: 4,725 shares; 2025Q4: 4,776 shares; 2026Q1: 4,859 shares; 2026Q2: 4,215 shares 4,215 $833K 0.37% -644 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,828 shares; 2025Q1: not reported; 2025Q2: 13,824 shares; 2025Q3: 19,838 shares; 2025Q4: 19,866 shares; 2026Q1: 21,059 shares; 2026Q2: 21,234 shares 21,234 $808K 0.36% +175 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: not loaded; 2024Q4: 783 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,857 shares; 2025Q4: 3,358 shares; 2026Q1: 3,403 shares; 2026Q2: 2,197 shares 2,197 $776K 0.34% -1,206 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 loaded; 2024Q4: 4,763 shares; 2025Q1: 4,774 shares; 2025Q2: 5,037 shares; 2025Q3: 5,078 shares; 2025Q4: 6,677 shares; 2026Q1: 6,140 shares; 2026Q2: 5,985 shares 5,985 $769K 0.34% -155 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: not loaded; 2024Q4: 2,368 shares; 2025Q1: 1,781 shares; 2025Q2: 1,908 shares; 2025Q3: 2,222 shares; 2025Q4: 2,103 shares; 2026Q1: 2,010 shares; 2026Q2: 2,010 shares 2,010 $750K 0.33% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,852 shares; 2025Q1: 3,603 shares; 2025Q2: 4,619 shares; 2025Q3: 6,221 shares; 2025Q4: 5,961 shares; 2026Q1: 6,238 shares; 2026Q2: 6,017 shares 6,017 $681K 0.3% -221 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 loaded; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 550 shares; 2025Q3: 576 shares; 2025Q4: 571 shares; 2026Q1: 567 shares; 2026Q2: 567 shares 567 $680K 0.3% 0 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; 2024Q3: not loaded; 2024Q4: 4,022 shares; 2025Q1: 4,022 shares; 2025Q2: 4,022 shares; 2025Q3: 4,040 shares; 2025Q4: 4,040 shares; 2026Q1: 4,022 shares; 2026Q2: 4,036 shares 4,036 $673K 0.3% +14 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 loaded; 2024Q4: 158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 524 shares; 2026Q1: 507 shares; 2026Q2: 507 shares 507 $596K 0.26% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,512 shares; 2026Q1: 9,991 shares; 2026Q2: 10,069 shares 10,069 $586K 0.26% +78 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,319 shares; 2025Q1: 10,393 shares; 2025Q2: 10,509 shares; 2025Q3: 10,786 shares; 2025Q4: 10,948 shares; 2026Q1: 11,029 shares; 2026Q2: 11,154 shares 11,154 $585K 0.26% +125 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: not loaded; 2024Q4: 531 shares; 2025Q1: 553 shares; 2025Q2: 642 shares; 2025Q3: 1,253 shares; 2025Q4: 1,586 shares; 2026Q1: 1,432 shares; 2026Q2: 1,027 shares 1,027 $578K 0.25% -405 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,250 shares; 2025Q1: 14,309 shares; 2025Q2: 14,376 shares; 2025Q3: 14,440 shares; 2025Q4: 14,497 shares; 2026Q1: 14,550 shares; 2026Q2: 14,603 shares 14,603 $577K 0.25% +53 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,579 shares; 2025Q1: 15,080 shares; 2025Q2: 15,190 shares; 2025Q3: 15,299 shares; 2025Q4: 15,403 shares; 2026Q1: 15,508 shares; 2026Q2: 24,163 shares 24,163 $566K 0.25% +8,655 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,690 shares; 2025Q1: 7,690 shares; 2025Q2: 7,690 shares; 2025Q3: 7,690 shares; 2025Q4: 9,189 shares; 2026Q1: 8,198 shares; 2026Q2: 9,864 shares 9,864 $536K 0.24% +1,666 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 loaded; 2024Q4: 3,930 shares; 2025Q1: 3,717 shares; 2025Q2: 3,597 shares; 2025Q3: 3,597 shares; 2025Q4: 2,879 shares; 2026Q1: 2,879 shares; 2026Q2: 2,766 shares 2,766 $525K 0.23% -113 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: not loaded; 2024Q4: 897 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,016 shares; 2025Q4: 5,537 shares; 2026Q1: 5,663 shares; 2026Q2: 6,234 shares 6,234 $516K 0.23% +571 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 2,177 shares; 2026Q1: 4,254 shares; 2026Q2: 4,254 shares 4,254 $498K 0.22% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares; 2026Q1: 1,325 shares; 2026Q2: 1,315 shares 1,315 $497K 0.22% -10 Timeline SCHD 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 loaded; 2024Q4: 58,962 shares; 2025Q1: 58,223 shares; 2025Q2: 52,187 shares; 2025Q3: 44,566 shares; 2025Q4: 41,382 shares; 2026Q1: 15,650 shares; 2026Q2: 15,650 shares 15,650 $496K 0.22% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,963 shares; 2025Q1: 11,999 shares; 2025Q2: 12,163 shares; 2025Q3: 12,213 shares; 2025Q4: 12,299 shares; 2026Q1: 12,324 shares; 2026Q2: 12,476 shares 12,476 $465K 0.2% +152 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 loaded; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 1,828 shares; 2025Q3: 1,984 shares; 2025Q4: 1,786 shares; 2026Q1: 1,787 shares; 2026Q2: 1,788 shares 1,788 $454K 0.2% +1 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: not loaded; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 534 shares; 2026Q1: 430 shares; 2026Q2: 477 shares 477 $447K 0.2% +47 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 loaded; 2024Q4: 4,522 shares; 2025Q1: 4,548 shares; 2025Q2: 4,685 shares; 2025Q3: 11,665 shares; 2025Q4: 10,375 shares; 2026Q1: 10,400 shares; 2026Q2: 10,204 shares 10,204 $432K 0.19% -196 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 loaded; 2024Q4: 1,755 shares; 2025Q1: 1,363 shares; 2025Q2: not reported; 2025Q3: 1,236 shares; 2025Q4: 1,528 shares; 2026Q1: 1,522 shares; 2026Q2: 1,522 shares 1,522 $428K 0.19% 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; 2024Q3: not loaded; 2024Q4: 1,181 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,581 shares; 2026Q1: 2,581 shares; 2026Q2: 2,581 shares 2,581 $418K 0.18% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,603 shares; 2026Q1: 7,339 shares; 2026Q2: 7,342 shares 7,342 $417K 0.18% +3 Timeline VPU 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 loaded; 2024Q4: 447 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,645 shares; 2026Q1: 2,102 shares; 2026Q2: 2,112 shares 2,112 $413K 0.18% +10 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,766 shares; 2025Q1: 2,339 shares; 2025Q2: 2,428 shares; 2025Q3: 2,428 shares; 2025Q4: 3,034 shares; 2026Q1: 2,954 shares; 2026Q2: 2,954 shares 2,954 $400K 0.18% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,665 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,943 shares; 2025Q4: 6,943 shares; 2026Q1: 6,753 shares; 2026Q2: 6,752 shares 6,752 $385K 0.17% -1 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 loaded; 2024Q4: 462 shares; 2025Q1: 743 shares; 2025Q2: 476 shares; 2025Q3: 585 shares; 2025Q4: 621 shares; 2026Q1: 477 shares; 2026Q2: 511 shares 511 $376K 0.17% +34 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 loaded; 2024Q4: 7,707 shares; 2025Q1: 4,513 shares; 2025Q2: 4,525 shares; 2025Q3: 4,536 shares; 2025Q4: 4,546 shares; 2026Q1: 4,557 shares; 2026Q2: 4,568 shares 4,568 $374K 0.16% +11 Timeline DFEV 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 loaded; 2024Q4: 8,593 shares; 2025Q1: 8,608 shares; 2025Q2: 8,661 shares; 2025Q3: 8,661 shares; 2025Q4: 8,661 shares; 2026Q1: 8,661 shares; 2026Q2: 8,661 shares 8,661 $370K 0.16% 0 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,171 shares; 2025Q1: 16,134 shares; 2025Q2: 16,257 shares; 2025Q3: 16,376 shares; 2025Q4: 16,486 shares; 2026Q1: 16,597 shares; 2026Q2: 16,716 shares 16,716 $366K 0.16% +119 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,704 shares; 2025Q1: 15,307 shares; 2025Q2: 15,420 shares; 2025Q3: 15,532 shares; 2025Q4: 15,634 shares; 2026Q1: 15,737 shares; 2026Q2: 15,847 shares 15,847 $365K 0.16% +110 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,494 shares; 2025Q1: 14,905 shares; 2025Q2: 15,014 shares; 2025Q3: 15,120 shares; 2025Q4: 15,220 shares; 2026Q1: 15,322 shares; 2026Q2: 15,426 shares 15,426 $365K 0.16% +104 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,514 shares; 2025Q1: 14,927 shares; 2025Q2: 15,033 shares; 2025Q3: 15,140 shares; 2025Q4: 15,239 shares; 2026Q1: 15,347 shares; 2026Q2: 15,452 shares 15,452 $364K 0.16% +105 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,112 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,839 shares; 2025Q4: 3,577 shares; 2026Q1: 3,936 shares; 2026Q2: 4,514 shares 4,514 $352K 0.15% +578 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,506 shares; 2025Q1: 1,910 shares; 2025Q2: 2,144 shares; 2025Q3: 2,336 shares; 2025Q4: 2,588 shares; 2026Q1: 2,377 shares; 2026Q2: 2,377 shares 2,377 $349K 0.15% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 78 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: 346 shares; 2026Q1: 344 shares; 2026Q2: 344 shares 344 $348K 0.15% 0 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,516 shares; 2025Q1: 6,516 shares; 2025Q2: 6,516 shares; 2025Q3: 6,516 shares; 2025Q4: 6,516 shares; 2026Q1: 6,516 shares; 2026Q2: 6,516 shares 6,516 $347K 0.15% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,297 shares; 2026Q1: 1,339 shares; 2026Q2: 1,346 shares 1,346 $326K 0.14% +7 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: not loaded; 2024Q4: 2,239 shares; 2025Q1: 2,322 shares; 2025Q2: 2,405 shares; 2025Q3: 2,488 shares; 2025Q4: 2,489 shares; 2026Q1: 2,360 shares; 2026Q2: 2,371 shares 2,371 $326K 0.14% +11 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; 2024Q3: not loaded; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,146 shares; 2025Q3: 1,307 shares; 2025Q4: 1,560 shares; 2026Q1: 1,555 shares; 2026Q2: 1,189 shares 1,189 $323K 0.14% -366 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 loaded; 2024Q4: 704 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 612 shares; 2025Q4: 614 shares; 2026Q1: 615 shares; 2026Q2: 616 shares 616 $322K 0.14% +1 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 loaded; 2024Q4: 546 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $319K 0.14% 0 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 loaded; 2024Q4: 7,071 shares; 2025Q1: 7,071 shares; 2025Q2: 7,071 shares; 2025Q3: 7,071 shares; 2025Q4: 7,071 shares; 2026Q1: 7,071 shares; 2026Q2: 7,071 shares 7,071 $314K 0.14% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,515 shares; 2026Q2: 9,214 shares 9,214 $312K 0.14% +1,699 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 779 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,479 shares; 2025Q4: 2,428 shares; 2026Q1: 2,437 shares; 2026Q2: 3,730 shares 3,730 $306K 0.13% +1,293 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 256 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 2,380 shares 2,380 $296K 0.13% +1,785 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,605 shares; 2026Q1: 17,804 shares; 2026Q2: 18,015 shares 18,015 $295K 0.13% +211 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,770 shares 2,770 $282K 0.12% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,577 shares 6,577 $271K 0.12% new Timeline XLI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,340 shares; 2026Q2: 1,343 shares 1,343 $249K 0.11% +3 Timeline VAW 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 loaded; 2024Q4: 305 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,045 shares; 2026Q2: 1,046 shares 1,046 $239K 0.11% +1 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 493 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 493 shares 493 $235K 0.1% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 480 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,204 shares; 2025Q4: 1,301 shares; 2026Q1: 1,291 shares; 2026Q2: 1,049 shares 1,049 $234K 0.1% -242 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: not loaded; 2024Q4: 727 shares; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 771 shares; 2025Q4: 769 shares; 2026Q1: 708 shares; 2026Q2: 708 shares 708 $232K 0.1% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 144 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 586 shares; 2025Q4: 838 shares; 2026Q1: 831 shares; 2026Q2: 448 shares 448 $230K 0.1% -383 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 328 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $229K 0.1% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,736 shares; 2025Q1: not reported; 2025Q2: 3,071 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,092 shares 3,092 $227K 0.1% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,362 shares; 2025Q1: 2,362 shares; 2025Q2: 2,362 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 570 shares 570 $226K 0.1% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 926 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,018 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 930 shares 930 $225K 0.1% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 457 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,243 shares 3,243 $222K 0.1% new 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 loaded; 2024Q4: 12,818 shares; 2025Q1: 12,417 shares; 2025Q2: 9,497 shares; 2025Q3: 9,517 shares; 2025Q4: 3,171 shares; 2026Q1: not reported; 2026Q2: 2,871 shares 2,871 $221K 0.1% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,733 shares; 2025Q4: 1,733 shares; 2026Q1: 1,733 shares; 2026Q2: 1,733 shares 1,733 $219K 0.1% 0 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,053 shares; 2026Q2: 2,063 shares 2,063 $208K 0.09% +10 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: not loaded; 2024Q4: 941 shares; 2025Q1: not reported; 2025Q2: 1,335 shares; 2025Q3: 1,763 shares; 2025Q4: 1,609 shares; 2026Q1: not reported; 2026Q2: 1,041 shares 1,041 $208K 0.09% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 636 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 636 shares 636 $202K 0.09% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $200K 0.09% new Timeline