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: 32,960 shares; 2024Q4: 32,497 shares; 2025Q1: 33,429 shares; 2025Q2: 31,643 shares; 2025Q3: 32,248 shares; 2025Q4: 31,965 shares; 2026Q1: 23,798 shares; 2026Q2: 31,058 shares 31,058 $21.3M 8.64% +7,260 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: 132,130 shares; 2024Q4: 134,883 shares; 2025Q1: 99,011 shares; 2025Q2: 33,117 shares; 2025Q3: 59,325 shares; 2025Q4: 121,205 shares; 2026Q1: 121,430 shares; 2026Q2: 122,891 shares 122,891 $18.2M 7.38% +1,461 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: 20,932 shares; 2024Q4: 21,352 shares; 2025Q1: 15,764 shares; 2025Q2: 20,018 shares; 2025Q3: 20,178 shares; 2025Q4: 20,698 shares; 2026Q1: 16,033 shares; 2026Q2: 19,474 shares 19,474 $14.3M 5.81% +3,441 Timeline GBIL 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: 10,329 shares; 2024Q4: 59,109 shares; 2025Q1: 241,852 shares; 2025Q2: 234,993 shares; 2025Q3: 208,998 shares; 2025Q4: 92,150 shares; 2026Q1: 147,926 shares; 2026Q2: 118,191 shares 118,191 $11.8M 4.8% -29,735 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: 108,047 shares; 2024Q4: 331,284 shares; 2025Q1: 239,723 shares; 2025Q2: 237,872 shares; 2025Q3: 239,082 shares; 2025Q4: 305,958 shares; 2026Q1: 307,556 shares; 2026Q2: 312,299 shares 312,299 $11.5M 4.67% +4,743 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: 48,093 shares; 2024Q4: 49,169 shares; 2025Q1: 62,110 shares; 2025Q2: 54,019 shares; 2025Q3: 54,302 shares; 2025Q4: 55,657 shares; 2026Q1: 58,262 shares; 2026Q2: 56,103 shares 56,103 $11.2M 4.55% -2,159 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: 21,465 shares; 2024Q4: 21,961 shares; 2025Q1: 22,067 shares; 2025Q2: 22,726 shares; 2025Q3: 22,770 shares; 2025Q4: 22,952 shares; 2026Q1: 23,203 shares; 2026Q2: 23,044 shares 23,044 $11M 4.46% -159 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: 23,403 shares; 2024Q4: 23,909 shares; 2025Q1: 27,552 shares; 2025Q2: 28,512 shares; 2025Q3: 28,555 shares; 2025Q4: 28,172 shares; 2026Q1: 28,550 shares; 2026Q2: 28,410 shares 28,410 $10.2M 4.11% -140 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: 177,233 shares; 2024Q4: 348,719 shares; 2025Q1: 359,037 shares; 2025Q2: 357,632 shares; 2025Q3: 363,483 shares; 2025Q4: 288,771 shares; 2026Q1: 340,473 shares; 2026Q2: 347,499 shares 347,499 $9.63M 3.9% +7,026 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: 2,891 shares; 2024Q4: 4,424 shares; 2025Q1: 4,379 shares; 2025Q2: 4,638 shares; 2025Q3: 4,633 shares; 2025Q4: 4,764 shares; 2026Q1: 4,805 shares; 2026Q2: 4,767 shares 4,767 $9.48M 3.84% -38 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: 22,658 shares; 2024Q4: 22,983 shares; 2025Q1: 22,838 shares; 2025Q2: 23,726 shares; 2025Q3: 28,274 shares; 2025Q4: 32,612 shares; 2026Q1: 32,638 shares; 2026Q2: 32,522 shares 32,522 $9.41M 3.81% -116 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: 22,950 shares; 2024Q4: 23,366 shares; 2025Q1: 27,221 shares; 2025Q2: 28,097 shares; 2025Q3: 34,491 shares; 2025Q4: 34,338 shares; 2026Q1: 35,512 shares; 2026Q2: 35,913 shares 35,913 $8.56M 3.47% +401 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: 8,032 shares; 2024Q4: 8,278 shares; 2025Q1: 12,751 shares; 2025Q2: 11,745 shares; 2025Q3: 11,789 shares; 2025Q4: 11,700 shares; 2026Q1: 13,700 shares; 2026Q2: 11,104 shares 11,104 $8.47M 3.43% -2,596 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: 6,493 shares; 2024Q4: 6,659 shares; 2025Q1: 6,564 shares; 2025Q2: 6,697 shares; 2025Q3: 6,725 shares; 2025Q4: 6,928 shares; 2026Q1: 7,009 shares; 2026Q2: 6,979 shares 6,979 $7.06M 2.86% -30 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,994 shares; 2024Q4: 14,271 shares; 2025Q1: 14,068 shares; 2025Q2: 15,309 shares; 2025Q3: 15,353 shares; 2025Q4: 15,013 shares; 2026Q1: 15,087 shares; 2026Q2: 14,937 shares 14,937 $5.41M 2.19% -150 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: 8,458 shares; 2024Q4: 8,639 shares; 2025Q1: 10,954 shares; 2025Q2: 11,176 shares; 2025Q3: 11,251 shares; 2025Q4: 11,435 shares; 2026Q1: 13,919 shares; 2026Q2: 13,944 shares 13,944 $5.2M 2.11% +25 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,732 shares; 2024Q4: 10,991 shares; 2025Q1: 12,954 shares; 2025Q2: 12,727 shares; 2025Q3: 12,744 shares; 2025Q4: 12,932 shares; 2026Q1: 13,026 shares; 2026Q2: 13,035 shares 13,035 $5.18M 2.1% +9 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: 28,527 shares; 2024Q4: 28,628 shares; 2025Q1: 15,493 shares; 2025Q2: 12,294 shares; 2025Q3: 12,260 shares; 2025Q4: 11,652 shares; 2026Q1: 11,750 shares; 2026Q2: 11,919 shares 11,919 $5.01M 2.03% +169 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,250 shares 55,250 $4.58M 1.85% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,706 shares; 2024Q4: 38,887 shares; 2025Q1: 21,242 shares; 2025Q2: 24,802 shares; 2025Q3: 24,957 shares; 2025Q4: 24,036 shares; 2026Q1: 24,611 shares; 2026Q2: 24,695 shares 24,695 $4.3M 1.74% +84 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,961 shares; 2024Q4: 128,369 shares; 2025Q1: 126,436 shares; 2025Q2: 135,091 shares; 2025Q3: 135,071 shares; 2025Q4: 134,479 shares; 2026Q1: 134,943 shares; 2026Q2: 133,883 shares 133,883 $4.2M 1.7% -1,060 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: 11,595 shares; 2024Q4: 11,882 shares; 2025Q1: 11,691 shares; 2025Q2: 12,428 shares; 2025Q3: 12,471 shares; 2025Q4: 12,520 shares; 2026Q1: 12,657 shares; 2026Q2: 12,647 shares 12,647 $4.14M 1.68% -10 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,110 shares; 2024Q4: 21,537 shares; 2025Q1: 21,194 shares; 2025Q2: 24,283 shares; 2025Q3: 24,240 shares; 2025Q4: 23,813 shares; 2026Q1: 24,128 shares; 2026Q2: 24,082 shares 24,082 $3.77M 1.53% -46 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,164 shares; 2025Q1: 3,122 shares; 2025Q2: 3,310 shares; 2025Q3: 3,323 shares; 2025Q4: 3,397 shares; 2026Q1: 3,425 shares; 2026Q2: 3,429 shares 3,429 $3.3M 1.34% +4 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,933 shares; 2024Q4: 20,440 shares; 2025Q1: 20,217 shares; 2025Q2: 22,560 shares; 2025Q3: 22,787 shares; 2025Q4: 22,802 shares; 2026Q1: 23,066 shares; 2026Q2: 23,009 shares 23,009 $3.29M 1.33% -57 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,222 shares; 2024Q4: 145,614 shares; 2025Q1: 143,151 shares; 2025Q2: 156,138 shares; 2025Q3: 155,971 shares; 2025Q4: 156,079 shares; 2026Q1: 154,754 shares; 2026Q2: 153,736 shares 153,736 $3.08M 1.25% -1,018 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,579 shares; 2024Q4: 33,585 shares; 2025Q1: 33,308 shares; 2025Q2: 37,147 shares; 2025Q3: 37,490 shares; 2025Q4: 35,929 shares; 2026Q1: 36,536 shares; 2026Q2: 36,710 shares 36,710 $2.69M 1.09% +174 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,241 shares; 2024Q4: 17,670 shares; 2025Q1: 17,564 shares; 2025Q2: 18,666 shares; 2025Q3: 18,757 shares; 2025Q4: 19,222 shares; 2026Q1: 19,400 shares; 2026Q2: 19,395 shares 19,395 $2.28M 0.92% -5 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,583 shares; 2024Q4: 31,023 shares; 2025Q1: 30,076 shares; 2025Q2: 29,176 shares; 2025Q3: 28,386 shares; 2025Q4: 30,277 shares; 2026Q1: 73,666 shares; 2026Q2: 74,490 shares 74,490 $1.91M 0.77% +824 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,194 shares; 2024Q4: 46,623 shares; 2025Q1: 45,660 shares; 2025Q2: 44,750 shares; 2025Q3: 43,956 shares; 2025Q4: 45,840 shares; 2026Q1: 74,504 shares; 2026Q2: 74,014 shares 74,014 $1.9M 0.77% -490 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,502 shares; 2024Q4: 46,945 shares; 2025Q1: 45,999 shares; 2025Q2: 45,097 shares; 2025Q3: 44,307 shares; 2025Q4: 46,209 shares; 2026Q1: 74,854 shares; 2026Q2: 74,339 shares 74,339 $1.89M 0.77% -515 Timeline IBMR 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: 30,244 shares; 2025Q1: 30,209 shares; 2025Q2: 29,296 shares; 2025Q3: 28,607 shares; 2025Q4: 30,512 shares; 2026Q1: 63,187 shares; 2026Q2: 62,894 shares 62,894 $1.6M 0.65% -293 Timeline IBMS 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: 22,954 shares; 2025Q4: 26,441 shares; 2026Q1: 59,451 shares; 2026Q2: 60,387 shares 60,387 $1.56M 0.63% +936 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: not reported; 2025Q2: not reported; 2025Q3: 21,401 shares; 2025Q4: 24,401 shares; 2026Q1: 24,643 shares; 2026Q2: 46,534 shares 46,534 $1.55M 0.63% +21,891 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,114 shares; 2024Q4: 41,923 shares; 2025Q1: 42,057 shares; 2025Q2: 42,180 shares; 2025Q3: 41,388 shares; 2025Q4: 50,419 shares; 2026Q1: 49,428 shares; 2026Q2: 48,882 shares 48,882 $1.18M 0.48% -546 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: 39,773 shares; 2024Q4: 39,597 shares; 2025Q1: 39,751 shares; 2025Q2: 39,916 shares; 2025Q3: 39,204 shares; 2025Q4: 47,724 shares; 2026Q1: 46,804 shares; 2026Q2: 46,387 shares 46,387 $1.17M 0.47% -417 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,970 shares; 2024Q4: 40,770 shares; 2025Q1: 40,901 shares; 2025Q2: 41,020 shares; 2025Q3: 40,250 shares; 2025Q4: 49,351 shares; 2026Q1: 48,420 shares; 2026Q2: 37,799 shares 37,799 $916K 0.37% -10,621 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 reported; 2024Q4: 40,819 shares; 2025Q1: 41,323 shares; 2025Q2: 41,503 shares; 2025Q3: 41,099 shares; 2025Q4: 40,405 shares; 2026Q1: 38,835 shares; 2026Q2: 38,267 shares 38,267 $886K 0.36% -568 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $813K 0.33% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,593 shares; 2025Q4: 37,128 shares; 2026Q1: 36,227 shares; 2026Q2: 36,089 shares 36,089 $787K 0.32% -138 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,045 shares; 2026Q2: 1,045 shares 1,045 $780K 0.32% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 16,000 shares; 2026Q1: 18,000 shares; 2026Q2: 28,000 shares 28,000 $692K 0.28% +10,000 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: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,572 shares; 2025Q3: 1,572 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares; 2026Q2: 1,562 shares 1,562 $590K 0.24% 0 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: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 925 shares; 2026Q2: 910 shares 910 $513K 0.21% -15 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,639 shares; 2024Q4: 3,622 shares; 2025Q1: 3,472 shares; 2025Q2: 3,501 shares; 2025Q3: 3,444 shares; 2025Q4: 3,415 shares; 2026Q1: 3,315 shares; 2026Q2: 3,315 shares 3,315 $484K 0.2% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $432K 0.17% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141 shares; 2026Q2: 1,410 shares 1,410 $425K 0.17% +1,269 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: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,240 shares 1,240 $419K 0.17% 0 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,058 shares; 2024Q4: 4,725 shares; 2025Q1: 4,581 shares; 2025Q2: 4,581 shares; 2025Q3: 4,581 shares; 2025Q4: 4,581 shares; 2026Q1: 4,436 shares; 2026Q2: 4,436 shares 4,436 $419K 0.17% 0 Timeline ACMR ACM RESH INC More: the full row for ACM RESH 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: 3,000 shares 3,000 $381K 0.15% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares; 2026Q1: 1,736 shares; 2026Q2: 1,736 shares 1,736 $376K 0.15% 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: 2,793 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 2,793 shares; 2025Q3: 2,793 shares; 2025Q4: 2,793 shares; 2026Q1: 2,793 shares; 2026Q2: 2,793 shares 2,793 $359K 0.15% 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: 993 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 993 shares; 2026Q1: 993 shares; 2026Q2: 993 shares 993 $341K 0.14% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247 $336K 0.14% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $312K 0.13% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464 shares; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $309K 0.13% 0 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: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares; 2026Q2: 2,075 shares 2,075 $304K 0.12% +100 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: 5,118 shares; 2024Q4: 5,245 shares; 2025Q1: 5,191 shares; 2025Q2: 6,419 shares; 2025Q3: 937 shares; 2025Q4: 724 shares; 2026Q1: not reported; 2026Q2: 724 shares 724 $301K 0.12% 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: 626 shares; 2024Q4: 626 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 608 shares; 2026Q1: 601 shares; 2026Q2: 601 shares 601 $301K 0.12% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares; 2026Q2: 1,127 shares 1,127 $286K 0.12% 0 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: 805 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $284K 0.12% 0 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: 297 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 297 shares; 2026Q2: 297 shares 297 $278K 0.11% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 20,000 shares 20,000 $266K 0.11% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 457 shares 457 $265K 0.11% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,900 shares 1,900 $265K 0.11% new 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: 350 shares; 2024Q4: 350 shares; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 504 shares; 2026Q2: 350 shares 350 $262K 0.11% -154 Timeline IBTG 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: 10,925 shares; 2026Q1: 11,391 shares; 2026Q2: 11,391 shares 11,391 $261K 0.11% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,995 shares; 2026Q1: 3,242 shares; 2026Q2: 2,589 shares 2,589 $261K 0.11% -653 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 913 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares; 2026Q2: 913 shares 913 $259K 0.11% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,120 shares; 2026Q1: 11,593 shares; 2026Q2: 11,593 shares 11,593 $259K 0.11% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,173 shares; 2026Q1: 11,643 shares; 2026Q2: 11,643 shares 11,643 $258K 0.1% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,045 shares 2,045 $240K 0.1% new Timeline ICSH 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: 5,930 shares; 2026Q1: 9,618 shares; 2026Q2: 4,688 shares 4,688 $237K 0.1% -4,930 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 17,000 shares 17,000 $202K 0.08% new Timeline