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: 268,631 shares; 2025Q1: 393,856 shares; 2025Q2: 456,678 shares; 2025Q3: 456,678 shares; 2025Q4: 917,707 shares; 2026Q1: 950,162 shares; 2026Q2: 975,919 shares 975,919 $43.3M 5.43% +25,757 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: 4,555 shares; 2025Q1: 15,429 shares; 2025Q2: 68,911 shares; 2025Q3: 68,911 shares; 2025Q4: 114,709 shares; 2026Q1: 105,586 shares; 2026Q2: 111,109 shares 111,109 $41.1M 5.16% +5,523 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: 1,277 shares; 2025Q1: 2,412 shares; 2025Q2: 10,117 shares; 2025Q3: 10,117 shares; 2025Q4: 40,432 shares; 2026Q1: 46,544 shares; 2026Q2: 48,815 shares 48,815 $33.5M 4.21% +2,271 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: 43,518 shares; 2025Q1: 91,761 shares; 2025Q2: 133,205 shares; 2025Q3: 133,205 shares; 2025Q4: 251,855 shares; 2026Q1: 275,743 shares; 2026Q2: 363,090 shares 363,090 $25.9M 3.25% +87,347 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: 118,658 shares; 2025Q1: 156,226 shares; 2025Q2: 180,535 shares; 2025Q3: 180,535 shares; 2025Q4: 478,664 shares; 2026Q1: 502,259 shares; 2026Q2: 547,885 shares 547,885 $20.4M 2.56% +45,626 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 95,396 shares; 2025Q1: 95,953 shares; 2025Q2: 119,352 shares; 2025Q3: 119,352 shares; 2025Q4: 186,690 shares; 2026Q1: 209,677 shares; 2026Q2: 220,232 shares 220,232 $18.2M 2.28% +10,555 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: 10,718 shares; 2025Q1: 10,132 shares; 2025Q2: 12,078 shares; 2025Q3: 12,078 shares; 2025Q4: 14,346 shares; 2026Q1: 17,204 shares; 2026Q2: 178,651 shares 178,651 $15.4M 1.93% +161,447 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,170 shares; 2025Q1: 21,416 shares; 2025Q2: 64,364 shares; 2025Q3: 64,364 shares; 2025Q4: 203,212 shares; 2026Q1: 233,977 shares; 2026Q2: 310,169 shares 310,169 $15M 1.88% +76,192 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 210,654 shares; 2025Q1: 210,726 shares; 2025Q2: 227,250 shares; 2025Q3: 227,250 shares; 2025Q4: 268,242 shares; 2026Q1: 309,411 shares; 2026Q2: 345,812 shares 345,812 $14.6M 1.83% +36,401 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 151,171 shares; 2025Q1: 142,950 shares; 2025Q2: 143,504 shares; 2025Q3: 143,504 shares; 2025Q4: 187,252 shares; 2026Q1: 216,985 shares; 2026Q2: 234,381 shares 234,381 $12.3M 1.55% +17,396 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: 7,237 shares; 2025Q1: 12,777 shares; 2025Q2: 55,998 shares; 2025Q3: 55,998 shares; 2025Q4: 138,955 shares; 2026Q1: 135,545 shares; 2026Q2: 141,044 shares 141,044 $12.1M 1.51% +5,499 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41,853 shares; 2025Q2: 82,593 shares; 2025Q3: 82,593 shares; 2025Q4: 167,277 shares; 2026Q1: 179,274 shares; 2026Q2: 174,104 shares 174,104 $11.8M 1.48% -5,170 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: 5,906 shares; 2025Q1: 5,080 shares; 2025Q2: 5,848 shares; 2025Q3: 5,848 shares; 2025Q4: 13,983 shares; 2026Q1: 17,325 shares; 2026Q2: 52,971 shares 52,971 $11.5M 1.45% +35,646 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: 631 shares; 2025Q1: 459 shares; 2025Q2: 12,078 shares; 2025Q3: 12,078 shares; 2025Q4: 14,610 shares; 2026Q1: 14,653 shares; 2026Q2: 14,805 shares 14,805 $11.1M 1.39% +152 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 83,570 shares; 2025Q1: 104,888 shares; 2025Q2: 107,424 shares; 2025Q3: 107,424 shares; 2025Q4: 239,806 shares; 2026Q1: 253,398 shares; 2026Q2: 269,500 shares 269,500 $11M 1.37% +16,102 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 193,557 shares; 2025Q1: 199,194 shares; 2025Q2: 189,126 shares; 2025Q3: 189,126 shares; 2025Q4: 310,046 shares; 2026Q1: 346,201 shares; 2026Q2: 374,316 shares 374,316 $10.8M 1.36% +28,115 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,795 shares; 2026Q1: 58,869 shares; 2026Q2: 120,473 shares 120,473 $10.6M 1.33% +61,604 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: not reported; 2025Q1: 3,604 shares; 2025Q2: 13,058 shares; 2025Q3: 13,058 shares; 2025Q4: 10,021 shares; 2026Q1: 12,021 shares; 2026Q2: 14,106 shares 14,106 $10.6M 1.33% +2,085 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: 33,998 shares; 2025Q1: 32,980 shares; 2025Q2: 67,117 shares; 2025Q3: 67,117 shares; 2025Q4: 106,107 shares; 2026Q1: 113,071 shares; 2026Q2: 126,210 shares 126,210 $10.3M 1.3% +13,139 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: 6,232 shares; 2025Q1: 6,695 shares; 2025Q2: 11,287 shares; 2025Q3: 11,287 shares; 2025Q4: 58,488 shares; 2026Q1: 71,439 shares; 2026Q2: 91,449 shares 91,449 $10.3M 1.3% +20,010 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,078 shares; 2025Q2: 13,178 shares; 2025Q3: 13,178 shares; 2025Q4: 96,059 shares; 2026Q1: 106,219 shares; 2026Q2: 119,331 shares 119,331 $9.78M 1.23% +13,112 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,982 shares; 2025Q1: 88,333 shares; 2025Q2: 101,344 shares; 2025Q3: 101,344 shares; 2025Q4: 152,745 shares; 2026Q1: 166,254 shares; 2026Q2: 163,066 shares 163,066 $9.73M 1.22% -3,188 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: 36,880 shares; 2025Q1: 48,356 shares; 2025Q2: 82,976 shares; 2025Q3: 82,976 shares; 2025Q4: 143,100 shares; 2026Q1: 157,714 shares; 2026Q2: 188,498 shares 188,498 $9.47M 1.19% +30,784 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,602 shares; 2025Q2: 15,886 shares; 2025Q3: 15,886 shares; 2025Q4: 29,218 shares; 2026Q1: 49,250 shares; 2026Q2: 84,102 shares 84,102 $8.47M 1.06% +34,852 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 72,946 shares; 2025Q1: 66,520 shares; 2025Q2: 60,623 shares; 2025Q3: 60,623 shares; 2025Q4: 63,728 shares; 2026Q1: 68,313 shares; 2026Q2: 80,955 shares 80,955 $8.34M 1.05% +12,642 Timeline VCRB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 94,460 shares 94,460 $7.3M 0.92% new 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,559 shares; 2025Q3: 24,559 shares; 2025Q4: 188,809 shares; 2026Q1: 227,423 shares; 2026Q2: 251,997 shares 251,997 $7.15M 0.9% +24,574 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,204 shares; 2025Q2: 30,903 shares; 2025Q3: 30,903 shares; 2025Q4: 105,459 shares; 2026Q1: 117,355 shares; 2026Q2: 116,659 shares 116,659 $6.73M 0.84% -696 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59,726 shares; 2025Q1: 67,995 shares; 2025Q2: 143,039 shares; 2025Q3: 143,039 shares; 2025Q4: 141,075 shares; 2026Q1: 169,013 shares; 2026Q2: 171,402 shares 171,402 $6.65M 0.83% +2,389 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: 12,503 shares; 2025Q1: 12,405 shares; 2025Q2: 15,505 shares; 2025Q3: 15,505 shares; 2025Q4: 35,735 shares; 2026Q1: 35,971 shares; 2026Q2: 30,640 shares 30,640 $6.13M 0.77% -5,331 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: 22,295 shares; 2025Q2: 53,912 shares; 2025Q3: 53,912 shares; 2025Q4: 97,506 shares; 2026Q1: 96,572 shares; 2026Q2: 100,823 shares 100,823 $5.87M 0.74% +4,251 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,294 shares; 2025Q1: 18,086 shares; 2025Q2: 34,586 shares; 2025Q3: 34,586 shares; 2025Q4: 63,865 shares; 2026Q1: 66,475 shares; 2026Q2: 71,619 shares 71,619 $5.66M 0.71% +5,144 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,428 shares; 2025Q1: 4,082 shares; 2025Q2: 7,745 shares; 2025Q3: 7,745 shares; 2025Q4: 22,985 shares; 2026Q1: 36,975 shares; 2026Q2: 56,733 shares 56,733 $5.47M 0.69% +19,758 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: 4,376 shares; 2025Q1: 5,298 shares; 2025Q2: 17,055 shares; 2025Q3: 17,055 shares; 2025Q4: 25,550 shares; 2026Q1: 24,166 shares; 2026Q2: 18,613 shares 18,613 $5.39M 0.68% -5,553 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,843 shares; 2025Q2: 13,238 shares; 2025Q3: 13,238 shares; 2025Q4: 27,941 shares; 2026Q1: 35,954 shares; 2026Q2: 34,309 shares 34,309 $5.38M 0.68% -1,645 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; 2024Q3: not loaded; 2024Q4: 14,667 shares; 2025Q1: 14,302 shares; 2025Q2: 20,298 shares; 2025Q3: 20,298 shares; 2025Q4: 19,434 shares; 2026Q1: 23,307 shares; 2026Q2: 41,375 shares 41,375 $5.3M 0.66% +18,068 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,222 shares; 2026Q1: 77,457 shares; 2026Q2: 77,229 shares 77,229 $5.25M 0.66% -228 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,079 shares; 2025Q1: 51,579 shares; 2025Q2: 69,337 shares; 2025Q3: 69,337 shares; 2025Q4: 74,951 shares; 2026Q1: 5,208 shares; 2026Q2: 104,472 shares 104,472 $4.99M 0.63% +99,264 Timeline SCHZ 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: 198,341 shares; 2026Q1: 205,904 shares; 2026Q2: 212,609 shares 212,609 $4.92M 0.62% +6,705 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,142 shares; 2026Q1: 30,372 shares; 2026Q2: 35,035 shares 35,035 $4.82M 0.6% +4,663 Timeline AESR HORIZON FDS More: the full row for HORIZON 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: not reported; 2026Q2: 231,039 shares 231,039 $4.79M 0.6% 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: 21,048 shares; 2025Q2: 30,725 shares; 2025Q3: 30,725 shares; 2025Q4: 39,474 shares; 2026Q1: 40,152 shares; 2026Q2: 109,068 shares 109,068 $4.5M 0.56% +68,916 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 105,780 shares; 2025Q1: 100,623 shares; 2025Q2: 137,431 shares; 2025Q3: 137,431 shares; 2025Q4: 134,294 shares; 2026Q1: 114,201 shares; 2026Q2: 120,482 shares 120,482 $4.44M 0.56% +6,281 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,251 shares; 2026Q1: 50,547 shares; 2026Q2: 48,694 shares 48,694 $4.39M 0.55% -1,853 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,440 shares; 2026Q1: 34,258 shares; 2026Q2: 36,564 shares 36,564 $4.35M 0.55% +2,306 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,818 shares; 2026Q1: 48,347 shares; 2026Q2: 87,081 shares 87,081 $4.02M 0.5% +38,734 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares; 2025Q4: 14,819 shares; 2026Q1: 19,384 shares; 2026Q2: 17,182 shares 17,182 $3.9M 0.49% -2,202 Timeline REET 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: 58,651 shares; 2025Q3: 58,651 shares; 2025Q4: 120,869 shares; 2026Q1: 136,181 shares; 2026Q2: 133,840 shares 133,840 $3.7M 0.46% -2,341 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,044 shares; 2025Q2: 43,500 shares; 2025Q3: 43,500 shares; 2025Q4: 46,993 shares; 2026Q1: 63,626 shares; 2026Q2: 68,260 shares 68,260 $3.48M 0.44% +4,634 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,559 shares 4,559 $3.48M 0.44% new Timeline DXJ 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: not reported; 2025Q1: not reported; 2025Q2: 22,837 shares; 2025Q3: 22,837 shares; 2025Q4: 19,921 shares; 2026Q1: 19,921 shares; 2026Q2: 19,946 shares 19,946 $3.46M 0.43% +25 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,600 shares; 2025Q1: 20,355 shares; 2025Q2: 24,764 shares; 2025Q3: 24,764 shares; 2025Q4: 23,869 shares; 2026Q1: 22,937 shares; 2026Q2: 27,600 shares 27,600 $3.44M 0.43% +4,663 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: not reported; 2025Q1: not reported; 2025Q2: 14,156 shares; 2025Q3: 14,156 shares; 2025Q4: 51,465 shares; 2026Q1: 64,735 shares; 2026Q2: 68,626 shares 68,626 $3.42M 0.43% +3,891 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,941 shares; 2025Q3: 8,941 shares; 2025Q4: 77,012 shares; 2026Q1: 81,277 shares; 2026Q2: 79,964 shares 79,964 $3.34M 0.42% -1,313 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,969 shares; 2026Q1: 70,065 shares; 2026Q2: 72,939 shares 72,939 $3.32M 0.42% +2,874 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: not reported; 2025Q1: 12,985 shares; 2025Q2: 15,122 shares; 2025Q3: 15,122 shares; 2025Q4: 105,123 shares; 2026Q1: 113,864 shares; 2026Q2: 119,333 shares 119,333 $3.31M 0.41% +5,469 Timeline FLOT 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: 41,926 shares; 2026Q1: 48,980 shares; 2026Q2: 63,859 shares 63,859 $3.26M 0.41% +14,879 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: not reported; 2025Q1: not reported; 2025Q2: 2,566 shares; 2025Q3: 2,566 shares; 2025Q4: 3,417 shares; 2026Q1: 6,904 shares; 2026Q2: 41,386 shares 41,386 $3.22M 0.4% +34,482 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,660 shares; 2025Q1: 41,246 shares; 2025Q2: 56,848 shares; 2025Q3: 56,848 shares; 2025Q4: 50,770 shares; 2026Q1: 44,333 shares; 2026Q2: 45,877 shares 45,877 $3.21M 0.4% +1,544 Timeline NUBD 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 143,312 shares 143,312 $3.17M 0.4% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,112 shares; 2026Q1: 12,355 shares; 2026Q2: 75,964 shares 75,964 $3.05M 0.38% +63,609 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,030 shares; 2025Q2: 26,226 shares; 2025Q3: 26,226 shares; 2025Q4: 32,041 shares; 2026Q1: 31,000 shares; 2026Q2: 29,233 shares 29,233 $2.99M 0.38% -1,767 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: not reported; 2025Q1: 1,800 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 5,844 shares; 2026Q1: 5,915 shares; 2026Q2: 8,309 shares 8,309 $2.94M 0.37% +2,394 Timeline ACWX 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: not reported; 2026Q1: 24,396 shares; 2026Q2: 38,452 shares 38,452 $2.93M 0.37% +14,056 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,421 shares; 2026Q2: 79,602 shares 79,602 $2.91M 0.37% +21,181 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: 56,472 shares; 2025Q1: 41,316 shares; 2025Q2: 49,563 shares; 2025Q3: 49,563 shares; 2025Q4: 89,258 shares; 2026Q1: 85,267 shares; 2026Q2: 91,174 shares 91,174 $2.89M 0.36% +5,907 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: not reported; 2025Q1: 782 shares; 2025Q2: 3,489 shares; 2025Q3: 3,489 shares; 2025Q4: 3,530 shares; 2026Q1: 3,709 shares; 2026Q2: 3,830 shares 3,830 $2.82M 0.35% +121 Timeline IWV 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: 6,406 shares; 2025Q1: 6,135 shares; 2025Q2: 8,613 shares; 2025Q3: 8,613 shares; 2025Q4: 6,990 shares; 2026Q1: 6,707 shares; 2026Q2: 6,565 shares 6,565 $2.8M 0.35% -142 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,812 shares 20,812 $2.75M 0.35% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,995 shares; 2026Q1: 2,436 shares; 2026Q2: 11,169 shares 11,169 $2.71M 0.34% +8,733 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,670 shares; 2025Q3: 2,670 shares; 2025Q4: 2,702 shares; 2026Q1: 2,708 shares; 2026Q2: 7,312 shares 7,312 $2.67M 0.34% +4,604 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: 3,375 shares; 2025Q1: 709 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 3,034 shares; 2026Q1: 3,247 shares; 2026Q2: 7,126 shares 7,126 $2.66M 0.33% +3,879 Timeline SCHO 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: 93,634 shares; 2026Q1: 106,687 shares; 2026Q2: 105,903 shares 105,903 $2.56M 0.32% -784 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,142 shares; 2025Q1: 67,064 shares; 2025Q2: 81,282 shares; 2025Q3: 81,282 shares; 2025Q4: 58,971 shares; 2026Q1: 63,572 shares; 2026Q2: 63,353 shares 63,353 $2.54M 0.32% -219 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: not reported; 2025Q1: not reported; 2025Q2: 10,570 shares; 2025Q3: 10,570 shares; 2025Q4: 15,195 shares; 2026Q1: 18,247 shares; 2026Q2: 23,205 shares 23,205 $2.5M 0.31% +4,958 Timeline IUSV 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: 22,729 shares; 2025Q1: 22,763 shares; 2025Q2: 22,509 shares; 2025Q3: 22,509 shares; 2025Q4: 21,542 shares; 2026Q1: 21,988 shares; 2026Q2: 22,487 shares 22,487 $2.48M 0.31% +499 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,418 shares; 2026Q1: 52,073 shares; 2026Q2: 46,018 shares 46,018 $2.43M 0.3% -6,055 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,563 shares; 2025Q3: 7,563 shares; 2025Q4: 16,494 shares; 2026Q1: 14,845 shares; 2026Q2: 14,636 shares 14,636 $2.4M 0.3% -209 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,256 shares; 2025Q3: 2,256 shares; 2025Q4: 2,813 shares; 2026Q1: 20,145 shares; 2026Q2: 20,258 shares 20,258 $2.37M 0.3% +113 Timeline EUSA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,463 shares; 2026Q1: 19,898 shares; 2026Q2: 20,498 shares 20,498 $2.34M 0.29% +600 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,464 shares; 2025Q1: 36,145 shares; 2025Q2: 41,069 shares; 2025Q3: 41,069 shares; 2025Q4: 43,352 shares; 2026Q1: 43,796 shares; 2026Q2: 41,579 shares 41,579 $2.27M 0.29% -2,217 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,350 shares; 2025Q2: 34,825 shares; 2025Q3: 34,825 shares; 2025Q4: 32,661 shares; 2026Q1: 29,023 shares; 2026Q2: 43,572 shares 43,572 $2.21M 0.28% +14,549 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: 3,819 shares; 2025Q1: 3,851 shares; 2025Q2: 5,698 shares; 2025Q3: 5,698 shares; 2025Q4: 16,477 shares; 2026Q1: 16,578 shares; 2026Q2: 26,636 shares 26,636 $2.19M 0.28% +10,058 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,940 shares; 2025Q3: 10,940 shares; 2025Q4: 28,701 shares; 2026Q1: 28,958 shares; 2026Q2: 41,643 shares 41,643 $2.15M 0.27% +12,685 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,475 shares; 2025Q3: 7,475 shares; 2025Q4: 11,112 shares; 2026Q1: 10,291 shares; 2026Q2: 9,715 shares 9,715 $2.15M 0.27% -576 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,696 shares; 2025Q3: 34,696 shares; 2025Q4: 21,650 shares; 2026Q1: 21,227 shares; 2026Q2: 20,299 shares 20,299 $2.11M 0.26% -928 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; 2024Q3: not loaded; 2024Q4: 8,192 shares; 2025Q1: 7,735 shares; 2025Q2: 27,907 shares; 2025Q3: 27,907 shares; 2025Q4: 46,884 shares; 2026Q1: 47,203 shares; 2026Q2: 45,088 shares 45,088 $2.1M 0.26% -2,115 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,615 shares; 2025Q1: 10,130 shares; 2025Q2: 17,674 shares; 2025Q3: 17,674 shares; 2025Q4: 30,636 shares; 2026Q1: 32,706 shares; 2026Q2: 43,086 shares 43,086 $2.08M 0.26% +10,380 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,960 shares; 2026Q1: 32,164 shares; 2026Q2: 42,588 shares 42,588 $2.05M 0.26% +10,424 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,515 shares; 2025Q2: 25,264 shares; 2025Q3: 25,264 shares; 2025Q4: 35,768 shares; 2026Q1: 37,014 shares; 2026Q2: 37,557 shares 37,557 $2.05M 0.26% +543 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: 4,347 shares; 2025Q1: 3,822 shares; 2025Q2: 6,548 shares; 2025Q3: 6,548 shares; 2025Q4: 7,391 shares; 2026Q1: 8,030 shares; 2026Q2: 8,438 shares 8,438 $2.01M 0.25% +408 Timeline AFIF HORIZON FDS More: the full row for HORIZON 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: not reported; 2026Q2: 208,586 shares 208,586 $1.96M 0.25% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,626 shares; 2025Q2: 7,226 shares; 2025Q3: 7,226 shares; 2025Q4: 22,742 shares; 2026Q1: 22,006 shares; 2026Q2: 19,935 shares 19,935 $1.92M 0.24% -2,071 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,997 shares; 2026Q1: 11,433 shares; 2026Q2: 11,669 shares 11,669 $1.89M 0.24% +236 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: 8,001 shares; 2025Q1: 2,981 shares; 2025Q2: 2,787 shares; 2025Q3: 2,787 shares; 2025Q4: 3,765 shares; 2026Q1: 3,032 shares; 2026Q2: 25,405 shares 25,405 $1.86M 0.23% +22,373 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: 52,128 shares; 2025Q1: 13,487 shares; 2025Q2: 15,541 shares; 2025Q3: 15,541 shares; 2025Q4: 17,230 shares; 2026Q1: 23,094 shares; 2026Q2: 24,175 shares 24,175 $1.86M 0.23% +1,081 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,174 shares; 2025Q1: 9,066 shares; 2025Q2: 11,312 shares; 2025Q3: 11,312 shares; 2025Q4: 8,998 shares; 2026Q1: 12,152 shares; 2026Q2: 12,313 shares 12,313 $1.83M 0.23% +161 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: 3,305 shares; 2025Q1: 3,104 shares; 2025Q2: 3,552 shares; 2025Q3: 3,552 shares; 2025Q4: 4,361 shares; 2026Q1: 4,331 shares; 2026Q2: 4,764 shares 4,764 $1.8M 0.23% +433 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,112 shares; 2025Q1: 11,112 shares; 2025Q2: 20,588 shares; 2025Q3: 20,588 shares; 2025Q4: 33,370 shares; 2026Q1: 32,965 shares; 2026Q2: 32,284 shares 32,284 $1.78M 0.22% -681 Timeline ACWV 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: not reported; 2025Q1: not reported; 2025Q2: 15,100 shares; 2025Q3: 15,100 shares; 2025Q4: 15,191 shares; 2026Q1: 15,168 shares; 2026Q2: 14,751 shares 14,751 $1.77M 0.22% -417 Timeline SCHA 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: 47,856 shares; 2025Q3: 47,856 shares; 2025Q4: 48,109 shares; 2026Q1: 48,343 shares; 2026Q2: 48,907 shares 48,907 $1.77M 0.22% +564 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,861 shares; 2026Q2: 34,626 shares 34,626 $1.74M 0.22% +26,765 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: not reported; 2025Q1: not reported; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 619 shares; 2026Q1: 1,271 shares; 2026Q2: 14,203 shares 14,203 $1.7M 0.21% +12,932 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; 2024Q3: not loaded; 2024Q4: 17,602 shares; 2025Q1: 17,895 shares; 2025Q2: 19,416 shares; 2025Q3: 19,416 shares; 2025Q4: 24,527 shares; 2026Q1: 30,219 shares; 2026Q2: 40,592 shares 40,592 $1.67M 0.21% +10,373 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: 1,285 shares; 2025Q1: not reported; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares; 2025Q4: 4,317 shares; 2026Q1: 4,945 shares; 2026Q2: 4,512 shares 4,512 $1.61M 0.2% -433 Timeline IHDG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,768 shares; 2026Q1: 33,242 shares; 2026Q2: 30,335 shares 30,335 $1.59M 0.2% -2,907 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: not reported; 2025Q1: not reported; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 2,451 shares; 2026Q1: 6,153 shares; 2026Q2: 6,234 shares 6,234 $1.58M 0.2% +81 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,437 shares 62,437 $1.56M 0.2% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 2,462 shares; 2026Q1: 3,171 shares; 2026Q2: 3,030 shares 3,030 $1.52M 0.19% -141 Timeline HIDE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 22,539 shares; 2025Q2: 32,867 shares; 2025Q3: 32,867 shares; 2025Q4: 48,023 shares; 2026Q1: 56,571 shares; 2026Q2: 63,275 shares 63,275 $1.51M 0.19% +6,704 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,045 shares; 2025Q3: 6,045 shares; 2025Q4: 13,379 shares; 2026Q1: 13,401 shares; 2026Q2: 31,798 shares 31,798 $1.43M 0.18% +18,397 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,919 shares; 2026Q1: 18,938 shares; 2026Q2: 26,346 shares 26,346 $1.42M 0.18% +7,408 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,411 shares; 2025Q3: 8,411 shares; 2025Q4: 11,641 shares; 2026Q1: 23,900 shares; 2026Q2: 30,236 shares 30,236 $1.42M 0.18% +6,336 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,195 shares; 2026Q1: 16,195 shares; 2026Q2: 16,195 shares 16,195 $1.39M 0.17% 0 Timeline VPLS 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: not reported; 2025Q1: not reported; 2025Q2: 6,177 shares; 2025Q3: 6,177 shares; 2025Q4: 16,177 shares; 2026Q1: 16,902 shares; 2026Q2: 17,696 shares 17,696 $1.37M 0.17% +794 Timeline MBB 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: 9,539 shares; 2026Q1: 12,760 shares; 2026Q2: 14,337 shares 14,337 $1.36M 0.17% +1,577 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: 3,722 shares; 2025Q1: 3,272 shares; 2025Q2: 3,156 shares; 2025Q3: 3,156 shares; 2025Q4: 3,066 shares; 2026Q1: 7,897 shares; 2026Q2: 12,703 shares 12,703 $1.35M 0.17% +4,806 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,161 shares; 2026Q2: 58,933 shares 58,933 $1.34M 0.17% +22,772 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,812 shares; 2026Q1: 42,162 shares; 2026Q2: 30,644 shares 30,644 $1.32M 0.17% -11,518 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,182 shares; 2026Q1: 8,679 shares; 2026Q2: 11,564 shares 11,564 $1.31M 0.16% +2,885 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,946 shares; 2026Q1: 10,061 shares; 2026Q2: 21,499 shares 21,499 $1.28M 0.16% +11,438 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,904 shares; 2025Q2: 16,060 shares; 2025Q3: 16,060 shares; 2025Q4: 18,071 shares; 2026Q1: 18,721 shares; 2026Q2: 16,137 shares 16,137 $1.27M 0.16% -2,584 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: 5,011 shares; 2025Q1: 5,080 shares; 2025Q2: 4,207 shares; 2025Q3: 4,207 shares; 2025Q4: 5,277 shares; 2026Q1: 5,966 shares; 2026Q2: 5,967 shares 5,967 $1.27M 0.16% +1 Timeline USHY 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: 32,385 shares; 2026Q1: 33,183 shares; 2026Q2: 33,791 shares 33,791 $1.25M 0.16% +608 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,734 shares; 2025Q2: 21,627 shares; 2025Q3: 21,627 shares; 2025Q4: 24,346 shares; 2026Q1: 24,845 shares; 2026Q2: 21,920 shares 21,920 $1.22M 0.15% -2,925 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,426 shares; 2026Q1: 17,091 shares; 2026Q2: 24,019 shares 24,019 $1.21M 0.15% +6,928 Timeline USFR 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: 21,447 shares; 2025Q1: 22,654 shares; 2025Q2: 24,947 shares; 2025Q3: 24,947 shares; 2025Q4: 30,450 shares; 2026Q1: 23,313 shares; 2026Q2: 23,617 shares 23,617 $1.19M 0.15% +304 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,451 shares; 2025Q1: 11,532 shares; 2025Q2: 12,911 shares; 2025Q3: 12,911 shares; 2025Q4: 14,031 shares; 2026Q1: 17,180 shares; 2026Q2: 22,882 shares 22,882 $1.18M 0.15% +5,702 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: not reported; 2025Q1: not reported; 2025Q2: 4,060 shares; 2025Q3: 4,060 shares; 2025Q4: 6,853 shares; 2026Q1: 10,214 shares; 2026Q2: 12,265 shares 12,265 $1.18M 0.15% +2,051 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,916 shares; 2026Q1: 37,312 shares; 2026Q2: 25,845 shares 25,845 $1.18M 0.15% -11,467 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: not reported; 2025Q1: not reported; 2025Q2: 9,669 shares; 2025Q3: 9,669 shares; 2025Q4: 10,703 shares; 2026Q1: 10,658 shares; 2026Q2: 11,176 shares 11,176 $1.15M 0.14% +518 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,931 shares; 2026Q1: 11,329 shares; 2026Q2: 13,665 shares 13,665 $1.13M 0.14% +2,336 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: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 1,068 shares; 2026Q1: 1,256 shares; 2026Q2: 1,061 shares 1,061 $1.13M 0.14% -195 Timeline XSOE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,607 shares; 2026Q1: 21,059 shares; 2026Q2: 22,844 shares 22,844 $1.12M 0.14% +1,785 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,817 shares 39,817 $1.12M 0.14% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,337 shares; 2025Q1: 1,933 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 4,639 shares; 2026Q1: 7,204 shares; 2026Q2: 8,053 shares 8,053 $1.1M 0.14% +849 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,649 shares 43,649 $1.1M 0.14% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,983 shares; 2025Q3: 8,983 shares; 2025Q4: 8,983 shares; 2026Q1: 8,983 shares; 2026Q2: 9,743 shares 9,743 $1.09M 0.14% +760 Timeline NTSX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,515 shares; 2026Q2: 18,033 shares 18,033 $1.06M 0.13% +518 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,170 shares; 2025Q1: 4,883 shares; 2025Q2: 4,803 shares; 2025Q3: 4,803 shares; 2025Q4: 4,750 shares; 2026Q1: 5,045 shares; 2026Q2: 6,659 shares 6,659 $1.05M 0.13% +1,614 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,614 shares; 2025Q3: 6,614 shares; 2025Q4: 7,756 shares; 2026Q1: 7,775 shares; 2026Q2: 11,478 shares 11,478 $1.05M 0.13% +3,703 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,990 shares; 2025Q3: 4,990 shares; 2025Q4: 8,340 shares; 2026Q1: 16,493 shares; 2026Q2: 13,183 shares 13,183 $1.05M 0.13% -3,310 Timeline XLV 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: 6,121 shares; 2025Q3: 6,121 shares; 2025Q4: 5,335 shares; 2026Q1: 5,529 shares; 2026Q2: 6,564 shares 6,564 $1.04M 0.13% +1,035 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: not reported; 2025Q1: not reported; 2025Q2: 24,792 shares; 2025Q3: 24,792 shares; 2025Q4: 80,317 shares; 2026Q1: 49,246 shares; 2026Q2: 51,115 shares 51,115 $1.04M 0.13% +1,869 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: not reported; 2025Q1: not reported; 2025Q2: 29,694 shares; 2025Q3: 29,694 shares; 2025Q4: 81,922 shares; 2026Q1: 50,766 shares; 2026Q2: 52,719 shares 52,719 $1.03M 0.13% +1,953 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: not reported; 2025Q1: not reported; 2025Q2: 31,970 shares; 2025Q3: 31,970 shares; 2025Q4: 80,600 shares; 2026Q1: 50,636 shares; 2026Q2: 52,586 shares 52,586 $1.03M 0.13% +1,950 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: not reported; 2025Q1: not reported; 2025Q2: 4,129 shares; 2025Q3: 4,129 shares; 2025Q4: 5,082 shares; 2026Q1: 5,123 shares; 2026Q2: 5,159 shares 5,159 $1.02M 0.13% +36 Timeline IBDT 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: not reported; 2026Q1: not reported; 2026Q2: 38,881 shares 38,881 $982K 0.12% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,018 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,118 shares; 2026Q1: 16,091 shares; 2026Q2: 17,343 shares 17,343 $980K 0.12% +1,252 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,962 shares; 2025Q1: 10,906 shares; 2025Q2: 11,851 shares; 2025Q3: 11,851 shares; 2025Q4: 18,096 shares; 2026Q1: 19,074 shares; 2026Q2: 19,251 shares 19,251 $962K 0.12% +177 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,987 shares; 2025Q3: 5,987 shares; 2025Q4: 6,340 shares; 2026Q1: 5,610 shares; 2026Q2: 5,834 shares 5,834 $955K 0.12% +224 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: 1,958 shares; 2025Q1: not reported; 2025Q2: 2,264 shares; 2025Q3: 2,264 shares; 2025Q4: 2,674 shares; 2026Q1: 2,459 shares; 2026Q2: 2,808 shares 2,808 $919K 0.12% +349 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 746 shares; 2025Q1: 749 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 1,433 shares; 2026Q1: 772 shares; 2026Q2: 2,184 shares 2,184 $908K 0.11% +1,412 Timeline SMMV 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: 19,426 shares; 2026Q1: 19,601 shares; 2026Q2: 19,680 shares 19,680 $906K 0.11% +79 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,740 shares; 2025Q3: 4,740 shares; 2025Q4: 4,428 shares; 2026Q1: 4,054 shares; 2026Q2: 3,692 shares 3,692 $896K 0.11% -362 Timeline SCHR 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: 10,368 shares; 2025Q2: 15,867 shares; 2025Q3: 15,867 shares; 2025Q4: 22,207 shares; 2026Q1: 27,413 shares; 2026Q2: 35,557 shares 35,557 $877K 0.11% +8,144 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: not reported; 2025Q4: 6,293 shares; 2026Q1: 6,508 shares; 2026Q2: 6,905 shares 6,905 $874K 0.11% +397 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,544 shares; 2026Q2: 3,544 shares 3,544 $859K 0.11% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,103 shares; 2025Q3: 13,103 shares; 2025Q4: 17,738 shares; 2026Q1: 28,348 shares; 2026Q2: 28,884 shares 28,884 $838K 0.11% +536 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,204 shares; 2026Q1: 10,863 shares; 2026Q2: 11,610 shares 11,610 $835K 0.1% +747 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,101 shares; 2025Q2: 2,469 shares; 2025Q3: 2,469 shares; 2025Q4: 2,418 shares; 2026Q1: 2,419 shares; 2026Q2: 2,421 shares 2,421 $832K 0.1% +2 Timeline GUMI GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,471 shares 16,471 $830K 0.1% new 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: not reported; 2025Q1: not reported; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 828 shares; 2026Q1: 874 shares; 2026Q2: 1,456 shares 1,456 $820K 0.1% +582 Timeline QGRW 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,475 shares; 2026Q2: 12,358 shares 12,358 $816K 0.1% +883 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,936 shares; 2026Q1: 9,862 shares; 2026Q2: 9,862 shares 9,862 $810K 0.1% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,999 shares; 2026Q2: 28,999 shares 28,999 $769K 0.1% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 885 shares; 2025Q1: 820 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: 2,053 shares; 2026Q1: 2,186 shares; 2026Q2: 2,195 shares 2,195 $753K 0.09% +9 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.09% 0 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,814 shares; 2025Q2: 4,226 shares; 2025Q3: 4,226 shares; 2025Q4: 5,902 shares; 2026Q1: 7,339 shares; 2026Q2: 8,045 shares 8,045 $727K 0.09% +706 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,929 shares; 2026Q1: 3,764 shares; 2026Q2: 3,955 shares 3,955 $716K 0.09% +191 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 943 shares; 2025Q1: not reported; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 1,044 shares; 2026Q1: 909 shares; 2026Q2: 1,670 shares 1,670 $702K 0.09% +761 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,776 shares 13,776 $693K 0.09% new Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,801 shares; 2025Q3: 8,801 shares; 2025Q4: 9,946 shares; 2026Q1: 9,273 shares; 2026Q2: 9,441 shares 9,441 $688K 0.09% +168 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,705 shares; 2025Q1: 4,666 shares; 2025Q2: 6,077 shares; 2025Q3: 6,077 shares; 2025Q4: 5,855 shares; 2026Q1: 6,187 shares; 2026Q2: 10,433 shares 10,433 $684K 0.09% +4,246 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 592 shares 592 $683K 0.09% new Timeline VONG 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: not reported; 2026Q1: not reported; 2026Q2: 5,321 shares 5,321 $680K 0.09% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,329 shares; 2025Q1: 8,334 shares; 2025Q2: 14,877 shares; 2025Q3: 14,877 shares; 2025Q4: 30,909 shares; 2026Q1: 11,574 shares; 2026Q2: 11,574 shares 11,574 $674K 0.08% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,046 shares 8,046 $674K 0.08% new 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,421 shares; 2026Q1: 5,432 shares; 2026Q2: 13,537 shares 13,537 $662K 0.08% +8,105 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,931 shares 12,931 $659K 0.08% new Timeline DIHP 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: 7,232 shares; 2026Q1: 15,083 shares; 2026Q2: 19,255 shares 19,255 $657K 0.08% +4,172 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,487 shares 8,487 $643K 0.08% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO 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: not reported; 2025Q3: not reported; 2025Q4: 5,359 shares; 2026Q1: 6,403 shares; 2026Q2: 6,889 shares 6,889 $635K 0.08% +486 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares; 2026Q2: 1,424 shares 1,424 $617K 0.08% +376 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,934 shares; 2026Q1: 1,437 shares; 2026Q2: 2,446 shares 2,446 $617K 0.08% +1,009 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 27,972 shares; 2025Q3: 27,972 shares; 2025Q4: 17,710 shares; 2026Q1: 17,710 shares; 2026Q2: 17,600 shares 17,600 $607K 0.08% -110 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,870 shares; 2026Q2: 3,640 shares 3,640 $603K 0.08% +770 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: not reported; 2025Q1: not reported; 2025Q2: 2,987 shares; 2025Q3: 2,987 shares; 2025Q4: 3,725 shares; 2026Q1: 3,710 shares; 2026Q2: 4,088 shares 4,088 $599K 0.08% +378 Timeline IMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,247 shares; 2025Q2: 14,651 shares; 2025Q3: 14,651 shares; 2025Q4: 16,375 shares; 2026Q1: 15,614 shares; 2026Q2: 13,638 shares 13,638 $590K 0.07% -1,976 Timeline MTUM 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: 949 shares; 2026Q1: 1,290 shares; 2026Q2: 1,721 shares 1,721 $590K 0.07% +431 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 958 shares; 2025Q1: not reported; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 1,147 shares; 2026Q1: 1,613 shares; 2026Q2: 1,646 shares 1,646 $580K 0.07% +33 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,480 shares; 2026Q1: 30,693 shares; 2026Q2: 30,896 shares 30,896 $574K 0.07% +203 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,073 shares; 2025Q3: 9,073 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,770 shares 21,770 $570K 0.07% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,593 shares; 2026Q1: 4,318 shares; 2026Q2: 5,884 shares 5,884 $567K 0.07% +1,566 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 9,401 shares 9,401 $567K 0.07% new Timeline BGRN 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: 5,125 shares; 2025Q1: 5,243 shares; 2025Q2: 5,386 shares; 2025Q3: 5,386 shares; 2025Q4: 12,873 shares; 2026Q1: 13,066 shares; 2026Q2: 11,839 shares 11,839 $562K 0.07% -1,227 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: 21,739 shares; 2025Q1: 17,315 shares; 2025Q2: 17,762 shares; 2025Q3: 17,762 shares; 2025Q4: 15,071 shares; 2026Q1: not reported; 2026Q2: 16,427 shares 16,427 $556K 0.07% new Timeline VSGX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,724 shares 6,724 $554K 0.07% new Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,420 shares; 2025Q2: 16,802 shares; 2025Q3: 16,802 shares; 2025Q4: 18,756 shares; 2026Q1: 18,169 shares; 2026Q2: 16,060 shares 16,060 $547K 0.07% -2,109 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237 shares; 2026Q1: 284 shares; 2026Q2: 455 shares 455 $546K 0.07% +171 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,048 shares; 2026Q1: 10,768 shares; 2026Q2: 10,768 shares 10,768 $546K 0.07% 0 Timeline XT 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: not reported; 2026Q1: 6,538 shares; 2026Q2: 6,538 shares 6,538 $540K 0.07% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,691 shares 8,691 $528K 0.07% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,850 shares; 2026Q1: 6,399 shares; 2026Q2: 5,562 shares 5,562 $526K 0.07% -837 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,579 shares; 2026Q2: 6,252 shares 6,252 $517K 0.06% +673 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,330 shares; 2026Q1: 1,335 shares; 2026Q2: 1,686 shares 1,686 $511K 0.06% +351 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,804 shares; 2026Q1: 23,164 shares; 2026Q2: 9,758 shares 9,758 $511K 0.06% -13,406 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,678 shares; 2025Q1: 1,138 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,391 shares; 2026Q1: 1,751 shares; 2026Q2: 2,145 shares 2,145 $508K 0.06% +394 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 14,855 shares 14,855 $507K 0.06% new Timeline IBDU 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: not reported; 2026Q1: not reported; 2026Q2: 21,882 shares 21,882 $507K 0.06% new Timeline WTV 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: not reported; 2025Q1: 3,517 shares; 2025Q2: 3,734 shares; 2025Q3: 3,734 shares; 2025Q4: 6,712 shares; 2026Q1: 4,654 shares; 2026Q2: 4,961 shares 4,961 $505K 0.06% +307 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,202 shares 10,202 $493K 0.06% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 1,808 shares; 2026Q1: 2,060 shares; 2026Q2: 2,357 shares 2,357 $493K 0.06% +297 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,880 shares 13,880 $486K 0.06% new Timeline GDE 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: 11,587 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,755 shares; 2026Q1: 7,840 shares; 2026Q2: 7,908 shares 7,908 $483K 0.06% +68 Timeline DFAW 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: 4,441 shares; 2026Q1: 4,840 shares; 2026Q2: 5,809 shares 5,809 $481K 0.06% +969 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,129 shares; 2026Q2: 10,227 shares 10,227 $479K 0.06% +5,098 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,796 shares; 2026Q1: 11,700 shares; 2026Q2: 2,173 shares 2,173 $477K 0.06% -9,527 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 4,730 shares 4,730 $476K 0.06% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 712 shares; 2026Q2: 748 shares 748 $475K 0.06% +36 Timeline SCHH 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: 22,040 shares; 2026Q1: 18,247 shares; 2026Q2: 19,186 shares 19,186 $454K 0.06% +939 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 1,073 shares; 2026Q1: 1,074 shares; 2026Q2: 1,074 shares 1,074 $440K 0.06% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,843 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares; 2026Q1: 3,023 shares; 2026Q2: 2,987 shares 2,987 $437K 0.05% -36 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,440 shares; 2026Q1: 2,602 shares; 2026Q2: 2,646 shares 2,646 $436K 0.05% +44 Timeline IDV 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: 9,060 shares; 2025Q1: 9,060 shares; 2025Q2: 8,985 shares; 2025Q3: 8,985 shares; 2025Q4: 8,822 shares; 2026Q1: 9,747 shares; 2026Q2: 10,456 shares 10,456 $433K 0.05% +709 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,421 shares; 2026Q1: 8,572 shares; 2026Q2: 16,933 shares 16,933 $431K 0.05% +8,361 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: not reported; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 2,464 shares; 2025Q4: 3,338 shares; 2026Q1: 3,300 shares; 2026Q2: 4,075 shares 4,075 $423K 0.05% +775 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,271 shares; 2025Q3: 2,271 shares; 2025Q4: 1,663 shares; 2026Q1: 2,678 shares; 2026Q2: 2,868 shares 2,868 $420K 0.05% +190 Timeline IBTK 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: not reported; 2026Q1: not reported; 2026Q2: 21,407 shares 21,407 $418K 0.05% new 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: 368 shares; 2025Q1: not reported; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 690 shares; 2026Q1: 665 shares; 2026Q2: 443 shares 443 $414K 0.05% -222 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,445 shares; 2026Q1: 1,492 shares; 2026Q2: 1,526 shares 1,526 $412K 0.05% +34 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,193 shares; 2026Q1: 6,917 shares; 2026Q2: 6,964 shares 6,964 $411K 0.05% +47 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,578 shares 7,578 $405K 0.05% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,426 shares; 2026Q1: 3,010 shares; 2026Q2: 5,267 shares 5,267 $404K 0.05% +2,257 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,999 shares 7,999 $403K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,739 shares; 2026Q2: 3,224 shares 3,224 $401K 0.05% +485 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,657 shares; 2026Q2: 3,651 shares 3,651 $398K 0.05% -6 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 808 shares; 2026Q2: 4,913 shares 4,913 $396K 0.05% +4,105 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,513 shares; 2025Q1: 10,587 shares; 2025Q2: 11,664 shares; 2025Q3: 11,664 shares; 2025Q4: 9,903 shares; 2026Q1: 9,885 shares; 2026Q2: 10,734 shares 10,734 $396K 0.05% +849 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,946 shares; 2026Q1: 36,259 shares; 2026Q2: 5,157 shares 5,157 $395K 0.05% -31,102 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,698 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,533 shares; 2026Q1: 3,132 shares; 2026Q2: 4,850 shares 4,850 $394K 0.05% +1,718 Timeline GCC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,109 shares; 2026Q1: 17,315 shares; 2026Q2: 17,315 shares 17,315 $392K 0.05% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,722 shares 7,722 $391K 0.05% new Timeline IBTL 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: not reported; 2026Q1: not reported; 2026Q2: 18,964 shares 18,964 $383K 0.05% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 1,435 shares; 2026Q1: 1,339 shares; 2026Q2: 1,339 shares 1,339 $382K 0.05% 0 Timeline SCHX 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: not reported; 2026Q2: 12,881 shares 12,881 $379K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 784 shares; 2026Q1: 1,427 shares; 2026Q2: 1,029 shares 1,029 $379K 0.05% -398 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: 631 shares; 2025Q1: 644 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 533 shares 533 $375K 0.05% -1 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC 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: 751 shares 751 $373K 0.05% new Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,759 shares; 2026Q1: 6,811 shares; 2026Q2: 6,823 shares 6,823 $373K 0.05% +12 Timeline IBTJ 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: not reported; 2026Q1: not reported; 2026Q2: 17,225 shares 17,225 $373K 0.05% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO 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: 869 shares; 2026Q1: 998 shares; 2026Q2: 1,099 shares 1,099 $372K 0.05% +101 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,045 shares; 2026Q1: 4,127 shares; 2026Q2: 3,736 shares 3,736 $370K 0.05% -391 Timeline DFSB 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: 7,053 shares; 2025Q3: 7,053 shares; 2025Q4: 7,053 shares; 2026Q1: 7,053 shares; 2026Q2: 7,053 shares 7,053 $368K 0.05% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,858 shares; 2026Q1: 5,523 shares; 2026Q2: 7,962 shares 7,962 $367K 0.05% +2,439 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 10,833 shares; 2026Q2: 11,890 shares 11,890 $364K 0.05% +1,057 Timeline SUSC 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: 14,343 shares; 2026Q1: 14,378 shares; 2026Q2: 15,596 shares 15,596 $361K 0.05% +1,218 Timeline SFLR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,343 shares 9,343 $360K 0.05% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,418 shares; 2026Q1: 3,760 shares; 2026Q2: 3,963 shares 3,963 $360K 0.05% +203 Timeline XLU 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: 7,572 shares; 2026Q2: 7,911 shares 7,911 $359K 0.04% +339 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,730 shares 3,730 $357K 0.04% new Timeline IBDV 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: not reported; 2026Q1: not reported; 2026Q2: 16,357 shares 16,357 $357K 0.04% new Timeline XLP 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: 3,149 shares; 2025Q3: 3,149 shares; 2025Q4: 2,764 shares; 2026Q1: 2,765 shares; 2026Q2: 4,282 shares 4,282 $356K 0.04% +1,517 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 6,095 shares; 2026Q1: 8,371 shares; 2026Q2: 7,042 shares 7,042 $356K 0.04% -1,329 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,732 shares 7,732 $355K 0.04% new Timeline TGRW 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: not reported; 2025Q1: not reported; 2025Q2: 9,686 shares; 2025Q3: 9,686 shares; 2025Q4: 7,428 shares; 2026Q1: 7,428 shares; 2026Q2: 7,428 shares 7,428 $354K 0.04% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,234 shares; 2026Q2: 2,758 shares 2,758 $354K 0.04% +524 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES 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: 8,501 shares; 2026Q1: 8,501 shares; 2026Q2: 6,605 shares 6,605 $351K 0.04% -1,896 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,438 shares 8,438 $349K 0.04% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,330 shares; 2026Q1: 1,329 shares; 2026Q2: 1,384 shares 1,384 $348K 0.04% +55 Timeline IMCG 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: not reported; 2026Q1: not reported; 2026Q2: 3,503 shares 3,503 $344K 0.04% new Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 7,168 shares; 2026Q2: 7,425 shares 7,425 $343K 0.04% +257 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,146 shares; 2026Q1: 1,175 shares; 2026Q2: 1,175 shares 1,175 $341K 0.04% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,897 shares 2,897 $340K 0.04% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,801 shares 3,801 $339K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: 9,687 shares; 2025Q3: 9,687 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,924 shares 7,924 $338K 0.04% new Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,029 shares; 2026Q1: 6,022 shares; 2026Q2: 6,273 shares 6,273 $336K 0.04% +251 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 5,612 shares; 2026Q1: 6,562 shares; 2026Q2: 7,094 shares 7,094 $334K 0.04% +532 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,734 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 559 shares 559 $325K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,366 shares; 2026Q1: 19,265 shares; 2026Q2: 19,487 shares 19,487 $324K 0.04% +222 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,317 shares; 2026Q1: 19,536 shares; 2026Q2: 19,767 shares 19,767 $324K 0.04% +231 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares; 2025Q4: 3,785 shares; 2026Q1: 3,785 shares; 2026Q2: 3,928 shares 3,928 $324K 0.04% +143 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,318 shares 9,318 $322K 0.04% new Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,809 shares; 2026Q2: 6,300 shares 6,300 $319K 0.04% -17,509 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,845 shares 5,845 $308K 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,175 shares 2,175 $304K 0.04% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,263 shares; 2026Q1: not reported; 2026Q2: 4,931 shares 4,931 $302K 0.04% new Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 2,923 shares; 2026Q1: 2,923 shares; 2026Q2: 2,923 shares 2,923 $294K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,347 shares 7,347 $291K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 606 shares 606 $289K 0.04% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,726 shares 5,726 $285K 0.04% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,603 shares; 2026Q1: 3,266 shares; 2026Q2: 3,740 shares 3,740 $282K 0.04% +474 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,782 shares; 2025Q3: 3,782 shares; 2025Q4: 4,607 shares; 2026Q1: 6,754 shares; 2026Q2: 8,473 shares 8,473 $282K 0.04% +1,719 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,831 shares 3,831 $281K 0.04% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,331 shares; 2026Q2: 12,331 shares 12,331 $275K 0.03% 0 Timeline IBTH 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: not reported; 2026Q1: not reported; 2026Q2: 12,260 shares 12,260 $274K 0.03% new Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,396 shares; 2025Q3: 8,396 shares; 2025Q4: 8,396 shares; 2026Q1: 8,396 shares; 2026Q2: 6,257 shares 6,257 $272K 0.03% -2,139 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 9,727 shares; 2026Q2: 9,849 shares 9,849 $271K 0.03% +122 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 4,464 shares; 2026Q1: 4,625 shares; 2026Q2: 4,736 shares 4,736 $267K 0.03% +111 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,490 shares 3,490 $264K 0.03% new Timeline VXF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,072 shares 1,072 $264K 0.03% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,245 shares 11,245 $264K 0.03% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132 shares 132 $263K 0.03% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,668 shares 1,668 $257K 0.03% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 261 shares; 2026Q1: 290 shares; 2026Q2: 334 shares 334 $253K 0.03% +44 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,992 shares; 2026Q1: 3,278 shares; 2026Q2: 3,331 shares 3,331 $251K 0.03% +53 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 489 shares 489 $251K 0.03% new Timeline NYF 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: not reported; 2026Q1: not reported; 2026Q2: 4,650 shares 4,650 $251K 0.03% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF 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: 5,288 shares 5,288 $250K 0.03% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,803 shares; 2026Q1: 3,902 shares; 2026Q2: 3,709 shares 3,709 $249K 0.03% -193 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED 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: 6,276 shares 6,276 $246K 0.03% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,969 shares 2,969 $245K 0.03% new Timeline TLH 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: 2,675 shares; 2026Q1: 2,576 shares; 2026Q2: 2,386 shares 2,386 $239K 0.03% -190 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 4,837 shares 4,837 $238K 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 327 shares 327 $237K 0.03% new Timeline IBTI 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: not reported; 2026Q1: not reported; 2026Q2: 10,628 shares 10,628 $235K 0.03% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,182 shares 4,182 $234K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,254 shares 1,254 $232K 0.03% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,770 shares; 2026Q2: 5,394 shares 5,394 $228K 0.03% +624 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,291 shares 2,291 $227K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,978 shares 3,978 $227K 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC 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: 2,685 shares; 2026Q2: 2,811 shares 2,811 $226K 0.03% +126 Timeline MINT PIMCO ETF TR More: the full row for PIMCO 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,007 shares; 2026Q2: 2,211 shares 2,211 $223K 0.03% +204 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,213 shares; 2026Q2: 2,325 shares 2,325 $222K 0.03% +112 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 722 shares 722 $221K 0.03% new Timeline BLV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,325 shares; 2026Q2: 3,206 shares 3,206 $221K 0.03% -119 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 193 shares 193 $219K 0.03% new 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,049 shares 2,049 $218K 0.03% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,397 shares; 2025Q1: 3,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,155 shares 1,155 $218K 0.03% new Timeline SCHE 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: not reported; 2026Q2: 5,918 shares 5,918 $215K 0.03% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,160 shares 2,160 $214K 0.03% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 698 shares 698 $211K 0.03% new Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 4,990 shares 4,990 $211K 0.03% new Timeline INFL LISTED FDS TR More: the full row for LISTED FDS 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: not reported; 2026Q2: 4,190 shares 4,190 $209K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $209K 0.03% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 8,042 shares 8,042 $209K 0.03% new Timeline IAGG 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: 12,572 shares; 2026Q1: 18,381 shares; 2026Q2: 4,100 shares 4,100 $207K 0.03% -14,281 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 205 shares 205 $207K 0.03% new Timeline XMMO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,212 shares 1,212 $206K 0.03% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS 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: 576 shares 576 $204K 0.03% new Timeline