NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,303 shares; 2024Q4: 160,756 shares; 2025Q1: 153,742 shares; 2025Q2: 153,600 shares; 2025Q3: 105,225 shares; 2025Q4: 107,865 shares; 2026Q1: 113,154 shares; 2026Q2: 111,349 shares 111,349 $22.3M 7.51% -1,805 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: 159,000 shares; 2024Q4: 132,610 shares; 2025Q1: 181,919 shares; 2025Q2: 210,395 shares; 2025Q3: 234,539 shares; 2025Q4: 247,424 shares; 2026Q1: 255,450 shares; 2026Q2: 298,902 shares 298,902 $21.9M 7.4% +43,452 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: 186,567 shares; 2024Q4: 192,519 shares; 2025Q1: 206,731 shares; 2025Q2: 109,240 shares; 2025Q3: 131,117 shares; 2025Q4: 152,311 shares; 2026Q1: 156,224 shares; 2026Q2: 174,883 shares 174,883 $18.8M 6.35% +18,659 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: 11,788 shares; 2024Q4: 10,012 shares; 2025Q1: 12,142 shares; 2025Q2: 11,511 shares; 2025Q3: 13,007 shares; 2025Q4: 13,838 shares; 2026Q1: 13,906 shares; 2026Q2: 112,944 shares 112,944 $13.5M 4.55% +99,038 Timeline JNK 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: 91,109 shares; 2024Q4: 83,054 shares; 2025Q1: 96,252 shares; 2025Q2: 84,490 shares; 2025Q3: 98,516 shares; 2025Q4: 109,096 shares; 2026Q1: 111,333 shares; 2026Q2: 125,451 shares 125,451 $12.1M 4.08% +14,118 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: 29,600 shares; 2024Q4: 27,101 shares; 2025Q1: 29,370 shares; 2025Q2: 30,088 shares; 2025Q3: 32,475 shares; 2025Q4: 35,972 shares; 2026Q1: 40,031 shares; 2026Q2: 40,782 shares 40,782 $11.8M 3.98% +751 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 162,096 shares 162,096 $11.6M 3.9% new 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: 20,999 shares; 2024Q4: 18,088 shares; 2025Q1: 23,365 shares; 2025Q2: 23,881 shares; 2025Q3: 28,224 shares; 2025Q4: 29,079 shares; 2026Q1: 24,860 shares; 2026Q2: 24,348 shares 24,348 $8.7M 2.93% -512 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: 64,333 shares; 2024Q4: 55,682 shares; 2025Q1: 79,346 shares; 2025Q2: 75,614 shares; 2025Q3: 84,395 shares; 2025Q4: 94,280 shares; 2026Q1: 94,267 shares; 2026Q2: 101,131 shares 101,131 $8.47M 2.86% +6,864 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200,221 shares; 2025Q3: 183,689 shares; 2025Q4: 182,969 shares; 2026Q1: 172,955 shares; 2026Q2: 156,043 shares 156,043 $8.21M 2.77% -16,912 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: 24,972 shares; 2024Q4: 22,106 shares; 2025Q1: 24,898 shares; 2025Q2: 24,881 shares; 2025Q3: 28,820 shares; 2025Q4: 31,145 shares; 2026Q1: 31,852 shares; 2026Q2: 33,497 shares 33,497 $7.98M 2.69% +1,645 Timeline VCR 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: 13,577 shares; 2024Q4: 11,919 shares; 2025Q1: 15,585 shares; 2025Q2: 14,050 shares; 2025Q3: 16,073 shares; 2025Q4: 17,549 shares; 2026Q1: 17,854 shares; 2026Q2: 19,595 shares 19,595 $7.77M 2.62% +1,741 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 reported; 2024Q4: not reported; 2025Q1: 7,575 shares; 2025Q2: 69,860 shares; 2025Q3: 108,090 shares; 2025Q4: 138,793 shares; 2026Q1: 98,485 shares; 2026Q2: 107,529 shares 107,529 $7.66M 2.58% +9,044 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,600 shares; 2025Q3: 27,062 shares; 2025Q4: 35,671 shares; 2026Q1: 39,618 shares; 2026Q2: 44,466 shares 44,466 $6.51M 2.19% +4,848 Timeline VFH 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: 24,907 shares; 2024Q4: 21,459 shares; 2025Q1: 27,768 shares; 2025Q2: 27,837 shares; 2025Q3: 33,368 shares; 2025Q4: 37,699 shares; 2026Q1: 39,708 shares; 2026Q2: 44,706 shares 44,706 $5.88M 1.98% +4,998 Timeline VIS 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: 13,349 shares; 2024Q4: 11,607 shares; 2025Q1: 15,490 shares; 2025Q2: 15,384 shares; 2025Q3: 18,330 shares; 2025Q4: 20,143 shares; 2026Q1: 15,312 shares; 2026Q2: 15,843 shares 15,843 $5.71M 1.93% +531 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: 8,951 shares; 2024Q4: 6,122 shares; 2025Q1: 8,869 shares; 2025Q2: 10,532 shares; 2025Q3: 10,672 shares; 2025Q4: 12,140 shares; 2026Q1: 12,305 shares; 2026Q2: 14,007 shares 14,007 $5.18M 1.75% +1,702 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: 3,800 shares; 2024Q4: 3,420 shares; 2025Q1: 4,444 shares; 2025Q2: 4,254 shares; 2025Q3: 4,968 shares; 2025Q4: 5,462 shares; 2026Q1: 5,956 shares; 2026Q2: 5,962 shares 5,962 $4.55M 1.53% +6 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: 4,193 shares; 2024Q4: 3,946 shares; 2025Q1: 4,547 shares; 2025Q2: 4,656 shares; 2025Q3: 5,482 shares; 2025Q4: 6,008 shares; 2026Q1: 6,751 shares; 2026Q2: 12,078 shares 12,078 $4.51M 1.52% +5,327 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: 59,175 shares; 2024Q4: 53,453 shares; 2025Q1: 72,902 shares; 2025Q2: 72,939 shares; 2025Q3: 88,777 shares; 2025Q4: 97,495 shares; 2026Q1: 54,768 shares; 2026Q2: 54,590 shares 54,590 $4.49M 1.52% -178 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,141 shares; 2025Q3: 37,823 shares; 2025Q4: 48,218 shares; 2026Q1: 23,059 shares; 2026Q2: 71,481 shares 71,481 $4.27M 1.44% +48,422 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,420 shares; 2026Q2: 13,124 shares 13,124 $3.98M 1.34% +11,704 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,984 shares; 2024Q4: 10,942 shares; 2025Q1: 14,882 shares; 2025Q2: 14,851 shares; 2025Q3: 18,070 shares; 2025Q4: 20,574 shares; 2026Q1: 15,938 shares; 2026Q2: 16,970 shares 16,970 $3.83M 1.29% +1,032 Timeline VOX 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: 8,784 shares; 2024Q4: 7,936 shares; 2025Q1: 10,257 shares; 2025Q2: 10,406 shares; 2025Q3: 12,376 shares; 2025Q4: 14,054 shares; 2026Q1: 18,129 shares; 2026Q2: 20,570 shares 20,570 $3.78M 1.28% +2,441 Timeline XLRE 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: 60,834 shares; 2024Q4: 55,644 shares; 2025Q1: 76,791 shares; 2025Q2: 74,873 shares; 2025Q3: 92,275 shares; 2025Q4: 105,337 shares; 2026Q1: 79,533 shares; 2026Q2: 84,441 shares 84,441 $3.72M 1.25% +4,908 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: 37,524 shares; 2024Q4: 19,323 shares; 2025Q1: 18,799 shares; 2025Q2: 47,905 shares; 2025Q3: 46,034 shares; 2025Q4: 36,442 shares; 2026Q1: 23,447 shares; 2026Q2: 36,407 shares 36,407 $3.67M 1.24% +12,960 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,865 shares; 2024Q4: 5,118 shares; 2025Q1: 6,803 shares; 2025Q2: 6,883 shares; 2025Q3: 8,174 shares; 2025Q4: 18,039 shares; 2026Q1: 18,203 shares; 2026Q2: 18,791 shares 18,791 $3.58M 1.21% +588 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: 8,497 shares; 2024Q4: 7,604 shares; 2025Q1: 8,743 shares; 2025Q2: 8,088 shares; 2025Q3: 9,270 shares; 2025Q4: 9,534 shares; 2026Q1: 8,830 shares; 2026Q2: 9,569 shares 9,569 $3.53M 1.19% +739 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,333 shares; 2024Q4: 8,642 shares; 2025Q1: 12,035 shares; 2025Q2: 9,421 shares; 2025Q3: 12,421 shares; 2025Q4: 14,116 shares; 2026Q1: 10,273 shares; 2026Q2: 11,333 shares 11,333 $3.39M 1.14% +1,060 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: 9,015 shares; 2026Q2: 5,147 shares 5,147 $3.38M 1.14% -3,868 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,766 shares; 2024Q4: 1,256 shares; 2025Q1: 1,632 shares; 2025Q2: 1,680 shares; 2025Q3: 2,146 shares; 2025Q4: 2,484 shares; 2026Q1: 1,352 shares; 2026Q2: 2,928 shares 2,928 $3.05M 1.03% +1,576 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: 5,052 shares; 2024Q4: 4,461 shares; 2025Q1: 5,096 shares; 2025Q2: 4,945 shares; 2025Q3: 5,931 shares; 2025Q4: 6,719 shares; 2026Q1: 7,568 shares; 2026Q2: 8,499 shares 8,499 $2.92M 0.98% +931 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,987 shares; 2024Q4: 1,987 shares; 2025Q1: not reported; 2025Q2: 1,480 shares; 2025Q3: 1,603 shares; 2025Q4: 2,196 shares; 2026Q1: 14,444 shares; 2026Q2: 19,775 shares 19,775 $2.9M 0.98% +5,331 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,627 shares; 2024Q4: 2,632 shares; 2025Q1: 2,632 shares; 2025Q2: 2,943 shares; 2025Q3: 2,908 shares; 2025Q4: 1,487 shares; 2026Q1: 4,333 shares; 2026Q2: 5,120 shares 5,120 $2.88M 0.97% +787 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: 25,397 shares; 2024Q4: 24,544 shares; 2025Q1: 37,546 shares; 2025Q2: 32,344 shares; 2025Q3: 43,186 shares; 2025Q4: 47,966 shares; 2026Q1: 21,785 shares; 2026Q2: 21,760 shares 21,760 $2.8M 0.94% -25 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: 18,375 shares; 2024Q4: 16,069 shares; 2025Q1: 21,017 shares; 2025Q2: 21,211 shares; 2025Q3: 25,498 shares; 2025Q4: 56,049 shares; 2026Q1: 35,832 shares; 2026Q2: 59,507 shares 59,507 $2.7M 0.91% +23,675 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: 2,603 shares; 2024Q4: 2,271 shares; 2025Q1: 2,972 shares; 2025Q2: 2,942 shares; 2025Q3: 3,500 shares; 2025Q4: 3,949 shares; 2026Q1: 4,437 shares; 2026Q2: 5,139 shares 5,139 $2.64M 0.89% +702 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,322 shares; 2026Q2: 5,806 shares 5,806 $2.41M 0.81% +484 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,733 shares 30,733 $2.34M 0.79% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,202 shares; 2026Q1: 6,919 shares; 2026Q2: 8,748 shares 8,748 $2.2M 0.74% +1,829 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 reported; 2024Q4: not reported; 2025Q1: 19,728 shares; 2025Q2: 20,637 shares; 2025Q3: 29,425 shares; 2025Q4: 38,177 shares; 2026Q1: 47,394 shares; 2026Q2: 60,443 shares 60,443 $2.01M 0.68% +13,049 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,150 shares; 2026Q2: 7,553 shares 7,553 $1.92M 0.65% +1,403 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,641 shares; 2025Q2: 3,464 shares; 2025Q3: 3,469 shares; 2025Q4: 3,469 shares; 2026Q1: 3,469 shares; 2026Q2: 3,409 shares 3,409 $1.76M 0.59% -60 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 932 shares; 2024Q4: 871 shares; 2025Q1: 1,219 shares; 2025Q2: 1,901 shares; 2025Q3: 2,286 shares; 2025Q4: 2,522 shares; 2026Q1: 2,717 shares; 2026Q2: 3,379 shares 3,379 $1.69M 0.57% +662 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,526 shares; 2024Q4: 2,309 shares; 2025Q1: 3,167 shares; 2025Q2: 2,648 shares; 2025Q3: 3,585 shares; 2025Q4: 4,251 shares; 2026Q1: 5,119 shares; 2026Q2: 5,621 shares 5,621 $1.53M 0.52% +502 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,257 shares; 2024Q4: 6,284 shares; 2025Q1: 8,187 shares; 2025Q2: 8,219 shares; 2025Q3: 9,757 shares; 2025Q4: 11,077 shares; 2026Q1: 13,816 shares; 2026Q2: 16,529 shares 16,529 $1.5M 0.51% +2,713 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,008 shares; 2024Q4: 2,727 shares; 2025Q1: 3,873 shares; 2025Q2: 3,160 shares; 2025Q3: 4,085 shares; 2025Q4: 4,830 shares; 2026Q1: 5,446 shares; 2026Q2: 6,251 shares 6,251 $1.43M 0.48% +805 Timeline EDIV 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: 34,436 shares; 2024Q4: 32,190 shares; 2025Q1: 43,921 shares; 2025Q2: 43,598 shares; 2025Q3: 53,397 shares; 2025Q4: 59,332 shares; 2026Q1: 34,635 shares; 2026Q2: 34,798 shares 34,798 $1.43M 0.48% +163 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,403 shares 1,403 $1.35M 0.46% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,503 shares; 2024Q4: 2,307 shares; 2025Q1: 2,973 shares; 2025Q2: 2,738 shares; 2025Q3: 3,512 shares; 2025Q4: 4,130 shares; 2026Q1: 4,640 shares; 2026Q2: 5,921 shares 5,921 $1.31M 0.44% +1,281 Timeline RKSG ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,094 shares 45,094 $1.22M 0.41% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: 789 shares; 2026Q2: 991 shares 991 $1.19M 0.4% +202 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,084 shares; 2025Q4: 1,467 shares; 2026Q1: 1,148 shares; 2026Q2: 3,148 shares 3,148 $1.11M 0.38% +2,000 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,066 shares; 2026Q2: 3,052 shares 3,052 $1.04M 0.35% -14 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,038 shares; 2025Q3: 2,293 shares; 2025Q4: 2,304 shares; 2026Q1: 2,318 shares; 2026Q2: 5,338 shares 5,338 $986K 0.33% +3,020 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 852 shares; 2026Q2: 1,031 shares 1,031 $965K 0.33% +179 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,656 shares; 2026Q2: 8,017 shares 8,017 $908K 0.31% +1,361 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,770 shares; 2025Q3: 5,548 shares; 2025Q4: 5,580 shares; 2026Q1: 5,680 shares; 2026Q2: 5,668 shares 5,668 $899K 0.3% -12 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 reported; 2024Q4: not reported; 2025Q1: 487 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 884 shares; 2026Q1: 1,114 shares; 2026Q2: 1,143 shares 1,143 $853K 0.29% +29 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,601 shares; 2025Q3: 13,631 shares; 2025Q4: 13,811 shares; 2026Q1: 13,713 shares; 2026Q2: 13,556 shares 13,556 $781K 0.26% -157 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,326 shares 3,326 $745K 0.25% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,293 shares 3,293 $728K 0.25% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,278 shares; 2025Q4: 1,253 shares; 2026Q1: 1,254 shares; 2026Q2: 1,242 shares 1,242 $722K 0.24% -12 Timeline FNGU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,096 shares; 2025Q3: 98,096 shares; 2025Q4: 56,276 shares; 2026Q1: 52,489 shares; 2026Q2: 21,942 shares 21,942 $564K 0.19% -30,547 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 607 shares; 2026Q2: 685 shares 685 $505K 0.17% +78 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,062 shares 8,062 $459K 0.15% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,547 shares; 2025Q3: 16,547 shares; 2025Q4: 16,871 shares; 2026Q1: 17,026 shares; 2026Q2: 16,279 shares 16,279 $443K 0.15% -747 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,480 shares 1,480 $441K 0.15% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,162 shares; 2025Q4: 5,230 shares; 2026Q1: 3,792 shares; 2026Q2: 4,137 shares 4,137 $409K 0.14% +345 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,345 shares; 2024Q4: 2,161 shares; 2025Q1: 3,120 shares; 2025Q2: 2,943 shares; 2025Q3: 4,128 shares; 2025Q4: 4,718 shares; 2026Q1: 2,219 shares; 2026Q2: 2,047 shares 2,047 $390K 0.13% -172 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,380 shares 6,380 $368K 0.12% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,411 shares; 2025Q2: 5,105 shares; 2025Q3: 5,268 shares; 2025Q4: 4,615 shares; 2026Q1: 3,996 shares; 2026Q2: 3,432 shares 3,432 $335K 0.11% -564 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,081 shares; 2025Q2: 5,349 shares; 2025Q3: 5,665 shares; 2025Q4: 5,591 shares; 2026Q1: 4,771 shares; 2026Q2: 4,527 shares 4,527 $315K 0.11% -244 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,037 shares; 2026Q2: 1,652 shares 1,652 $274K 0.09% +615 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,187 shares; 2025Q3: 1,187 shares; 2025Q4: 1,187 shares; 2026Q1: 1,138 shares; 2026Q2: 1,077 shares 1,077 $272K 0.09% -61 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,483 shares; 2026Q2: 5,499 shares 5,499 $261K 0.09% +16 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 628 shares; 2025Q3: 317 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 337 shares 337 $252K 0.09% +17 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,595 shares; 2025Q4: 5,608 shares; 2026Q1: 5,622 shares; 2026Q2: 5,636 shares 5,636 $250K 0.08% +14 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,433 shares; 2025Q3: 2,438 shares; 2025Q4: 2,441 shares; 2026Q1: 2,292 shares; 2026Q2: 2,053 shares 2,053 $245K 0.08% -239 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 792 shares; 2025Q3: 812 shares; 2025Q4: 801 shares; 2026Q1: 874 shares; 2026Q2: 818 shares 818 $230K 0.08% -56 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,238 shares; 2026Q2: 1,241 shares 1,241 $223K 0.08% +3 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,092 shares 4,092 $223K 0.08% new Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,524 shares 1,524 $216K 0.07% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 404 shares 404 $211K 0.07% new Timeline