QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,006 shares; 2024Q4: 33,713 shares; 2025Q1: 36,933 shares; 2025Q2: not reported; 2025Q3: 39,295 shares; 2025Q4: 57,346 shares; 2026Q1: 57,397 shares; 2026Q2: 64,823 shares 64,823 $19.6M 6.94% +7,426 Timeline MGK 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: 10,926 shares; 2024Q4: 10,918 shares; 2025Q1: 10,505 shares; 2025Q2: 28,092 shares; 2025Q3: 31,093 shares; 2025Q4: 31,833 shares; 2026Q1: 32,676 shares; 2026Q2: 190,425 shares 190,425 $16.7M 5.92% +157,749 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: 36,392 shares; 2024Q4: 38,422 shares; 2025Q1: 37,375 shares; 2025Q2: not reported; 2025Q3: 40,695 shares; 2025Q4: 40,986 shares; 2026Q1: 43,100 shares; 2026Q2: 44,197 shares 44,197 $16.7M 5.9% +1,097 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,459 shares; 2024Q4: 113,348 shares; 2025Q1: 109,405 shares; 2025Q2: 213,053 shares; 2025Q3: 205,486 shares; 2025Q4: 162,968 shares; 2026Q1: 155,706 shares; 2026Q2: 145,546 shares 145,546 $16.1M 5.68% -10,160 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,208 shares; 2026Q1: 112,312 shares; 2026Q2: 151,133 shares 151,133 $13.6M 4.81% +38,821 Timeline SPVM 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 reported; 2024Q4: not reported; 2025Q1: 76,790 shares; 2025Q2: not reported; 2025Q3: 152,218 shares; 2025Q4: 157,786 shares; 2026Q1: 159,658 shares; 2026Q2: 167,795 shares 167,795 $12.5M 4.41% +8,137 Timeline IGIB 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: 223,045 shares 223,045 $11.9M 4.19% new 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: 88,145 shares; 2024Q4: 87,746 shares; 2025Q1: 87,486 shares; 2025Q2: 83,143 shares; 2025Q3: 82,589 shares; 2025Q4: 80,685 shares; 2026Q1: 75,650 shares; 2026Q2: 74,000 shares 74,000 $11.7M 4.13% -1,650 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: 13,549 shares; 2024Q4: 14,603 shares; 2025Q1: 13,565 shares; 2025Q2: not reported; 2025Q3: 13,969 shares; 2025Q4: 14,165 shares; 2026Q1: 14,402 shares; 2026Q2: 14,571 shares 14,571 $10.7M 3.79% +169 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: 12,894 shares; 2024Q4: 12,873 shares; 2025Q1: 12,859 shares; 2025Q2: 13,854 shares; 2025Q3: 16,793 shares; 2025Q4: 18,880 shares; 2026Q1: 38,590 shares; 2026Q2: 49,097 shares 49,097 $10.7M 3.78% +10,507 Timeline QLTA 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: 101,235 shares; 2026Q2: 213,160 shares 213,160 $10.1M 3.58% +111,925 Timeline MGV 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 reported; 2024Q4: not reported; 2025Q1: 19,253 shares; 2025Q2: 37,775 shares; 2025Q3: 44,029 shares; 2025Q4: 46,503 shares; 2026Q1: 47,733 shares; 2026Q2: 57,120 shares 57,120 $9.34M 3.3% +9,387 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 233,300 shares; 2025Q1: 266,903 shares; 2025Q2: not reported; 2025Q3: 201,160 shares; 2025Q4: 191,055 shares; 2026Q1: 186,611 shares; 2026Q2: 182,991 shares 182,991 $9.18M 3.24% -3,620 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: 2,596 shares; 2026Q2: 28,686 shares 28,686 $8.65M 3.06% +26,090 Timeline IWM 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: 25,999 shares; 2025Q4: not reported; 2026Q1: 19,073 shares; 2026Q2: 20,562 shares 20,562 $6.18M 2.18% +1,489 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: 3,305 shares; 2024Q4: 3,305 shares; 2025Q1: 3,289 shares; 2025Q2: 3,289 shares; 2025Q3: 3,290 shares; 2025Q4: 3,290 shares; 2026Q1: 3,291 shares; 2026Q2: 26,449 shares 26,449 $6.01M 2.12% +23,158 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 reported; 2024Q4: 11,363 shares; 2025Q1: 28,228 shares; 2025Q2: not reported; 2025Q3: 6,005 shares; 2025Q4: 11,846 shares; 2026Q1: 12,782 shares; 2026Q2: 33,868 shares 33,868 $5.76M 2.04% +21,086 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: 4,025 shares; 2024Q4: 5,580 shares; 2025Q1: 4,100 shares; 2025Q2: 14,924 shares; 2025Q3: 23,684 shares; 2025Q4: 23,115 shares; 2026Q1: 23,320 shares; 2026Q2: 24,787 shares 24,787 $4.96M 1.75% +1,467 Timeline SOXQ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,547 shares 43,547 $4.88M 1.73% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,288 shares 35,288 $4.85M 1.72% new Timeline PWV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,837 shares; 2025Q4: 67,414 shares; 2026Q1: 68,253 shares; 2026Q2: 63,358 shares 63,358 $4.8M 1.7% -4,895 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: 10,465 shares; 2024Q4: 14,735 shares; 2025Q1: 14,809 shares; 2025Q2: 13,561 shares; 2025Q3: 15,710 shares; 2025Q4: 16,164 shares; 2026Q1: 15,968 shares; 2026Q2: 15,549 shares 15,549 $4.5M 1.59% -419 Timeline XSMO 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 reported; 2024Q4: 19,605 shares; 2025Q1: 46,666 shares; 2025Q2: not reported; 2025Q3: 12,054 shares; 2025Q4: not reported; 2026Q1: 3,159 shares; 2026Q2: 41,603 shares 41,603 $3.9M 1.38% +38,444 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: 12,811 shares; 2024Q4: 19,693 shares; 2025Q1: 16,452 shares; 2025Q2: 6,857 shares; 2025Q3: 7,221 shares; 2025Q4: 9,041 shares; 2026Q1: 9,185 shares; 2026Q2: 9,368 shares 9,368 $3.35M 1.18% +183 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: not reported; 2026Q1: not reported; 2026Q2: 43,748 shares 43,748 $3.23M 1.14% new 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: 20,872 shares; 2024Q4: 25,882 shares; 2025Q1: 22,935 shares; 2025Q2: 19,336 shares; 2025Q3: 21,825 shares; 2025Q4: 23,407 shares; 2026Q1: 16,382 shares; 2026Q2: 13,047 shares 13,047 $3.11M 1.1% -3,335 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: 6,791 shares; 2024Q4: 7,619 shares; 2025Q1: 6,487 shares; 2025Q2: 11,665 shares; 2025Q3: 12,552 shares; 2025Q4: 11,362 shares; 2026Q1: 5,575 shares; 2026Q2: 5,103 shares 5,103 $1.9M 0.67% -472 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: 25,777 shares; 2024Q4: 33,501 shares; 2025Q1: 24,067 shares; 2025Q2: 27,233 shares; 2025Q3: 27,242 shares; 2025Q4: 28,745 shares; 2026Q1: 30,618 shares; 2026Q2: 30,547 shares 30,547 $1.86M 0.66% -71 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: not reported; 2026Q1: 3,973 shares; 2026Q2: 2,749 shares 2,749 $1.8M 0.64% -1,224 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: 6,917 shares; 2024Q4: 6,927 shares; 2025Q1: 6,961 shares; 2025Q2: 7,777 shares; 2025Q3: 7,632 shares; 2025Q4: 7,506 shares; 2026Q1: 7,536 shares; 2026Q2: 7,567 shares 7,567 $1.79M 0.63% +31 Timeline SPLB 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: 430,302 shares; 2024Q4: 406,738 shares; 2025Q1: 278,443 shares; 2025Q2: 53,273 shares; 2025Q3: 53,885 shares; 2025Q4: 70,361 shares; 2026Q1: 81,423 shares; 2026Q2: 78,899 shares 78,899 $1.77M 0.62% -2,524 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: 1,706 shares; 2024Q4: 1,706 shares; 2025Q1: 1,706 shares; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares; 2026Q2: 13,652 shares 13,652 $1.63M 0.58% +11,946 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,034 shares; 2026Q2: 2,214 shares 2,214 $1.6M 0.57% +180 Timeline SDY 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: 36,713 shares; 2024Q4: 36,742 shares; 2025Q1: 22,355 shares; 2025Q2: 19,164 shares; 2025Q3: 18,556 shares; 2025Q4: 17,967 shares; 2026Q1: 10,472 shares; 2026Q2: 10,505 shares 10,505 $1.6M 0.56% +33 Timeline SPYD 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: 30,470 shares; 2024Q4: 31,198 shares; 2025Q1: 23,922 shares; 2025Q2: 24,606 shares; 2025Q3: 24,954 shares; 2025Q4: 30,486 shares; 2026Q1: 32,372 shares; 2026Q2: 33,165 shares 33,165 $1.58M 0.56% +793 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: 4,849 shares; 2024Q4: 7,861 shares; 2025Q1: 5,391 shares; 2025Q2: 4,897 shares; 2025Q3: 4,883 shares; 2025Q4: 4,906 shares; 2026Q1: 4,906 shares; 2026Q2: 4,891 shares 4,891 $1.48M 0.52% -15 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,188 shares; 2025Q4: 13,362 shares; 2026Q1: 16,774 shares; 2026Q2: 18,468 shares 18,468 $1.46M 0.52% +1,694 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: 4,528 shares; 2024Q4: 7,435 shares; 2025Q1: 5,071 shares; 2025Q2: 4,551 shares; 2025Q3: 4,538 shares; 2025Q4: 4,560 shares; 2026Q1: 4,560 shares; 2026Q2: 18,103 shares 18,103 $1.46M 0.52% +13,543 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 2,963 shares 2,963 $1.45M 0.51% new 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: 1,812 shares; 2024Q4: 1,813 shares; 2025Q1: 1,814 shares; 2025Q2: 1,814 shares; 2025Q3: 1,814 shares; 2025Q4: 1,815 shares; 2026Q1: 1,816 shares; 2026Q2: 1,817 shares 1,817 $1.25M 0.44% +1 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,531 shares; 2026Q2: 22,989 shares 22,989 $1.2M 0.43% +1,458 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: 1,834 shares; 2024Q4: 2,387 shares; 2025Q1: 2,511 shares; 2025Q2: 2,637 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 575 shares 575 $1.14M 0.4% 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: 2,240 shares; 2024Q4: 2,242 shares; 2025Q1: 2,224 shares; 2025Q2: 1,476 shares; 2025Q3: 1,478 shares; 2025Q4: 1,480 shares; 2026Q1: 1,482 shares; 2026Q2: 1,484 shares 1,484 $1.11M 0.39% +2 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,742 shares; 2025Q2: 1,745 shares; 2025Q3: 1,732 shares; 2025Q4: 1,734 shares; 2026Q1: 1,736 shares; 2026Q2: 1,739 shares 1,739 $1.08M 0.38% +3 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 2,227 shares 2,227 $1.08M 0.38% 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: 8,347 shares; 2024Q4: 7,890 shares; 2025Q1: 5,099 shares; 2025Q2: 5,695 shares; 2025Q3: 4,269 shares; 2025Q4: 5,835 shares; 2026Q1: 8,488 shares; 2026Q2: 6,851 shares 6,851 $937K 0.33% -1,637 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: 7,032 shares; 2024Q4: 7,047 shares; 2025Q1: 6,910 shares; 2025Q2: 6,410 shares; 2025Q3: 5,696 shares; 2025Q4: 5,781 shares; 2026Q1: 5,993 shares; 2026Q2: 5,938 shares 5,938 $871K 0.31% -55 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: 6,654 shares; 2024Q4: 6,339 shares; 2025Q1: 4,845 shares; 2025Q2: 4,722 shares; 2025Q3: 4,561 shares; 2025Q4: 4,782 shares; 2026Q1: 6,457 shares; 2026Q2: 5,194 shares 5,194 $861K 0.3% -1,263 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: 5,438 shares; 2024Q4: 37,818 shares; 2025Q1: 17,889 shares; 2025Q2: 15,358 shares; 2025Q3: 14,417 shares; 2025Q4: 14,600 shares; 2026Q1: 15,480 shares; 2026Q2: 14,890 shares 14,890 $859K 0.3% -590 Timeline VTWO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,336 shares; 2026Q1: 6,008 shares; 2026Q2: 6,417 shares 6,417 $779K 0.28% +409 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: 531 shares; 2025Q3: 489 shares; 2025Q4: 737 shares; 2026Q1: 773 shares; 2026Q2: 831 shares 831 $778K 0.27% +58 Timeline XLE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,656 shares; 2026Q2: 12,218 shares 12,218 $649K 0.23% -34,438 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: 3,516 shares; 2024Q4: 3,075 shares; 2025Q1: 2,255 shares; 2025Q2: 1,317 shares; 2025Q3: 993 shares; 2025Q4: 999 shares; 2026Q1: 2,506 shares; 2026Q2: 2,545 shares 2,545 $640K 0.23% +39 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: 7,763 shares; 2024Q4: 7,854 shares; 2025Q1: 7,422 shares; 2025Q2: 7,475 shares; 2025Q3: 7,260 shares; 2025Q4: 7,384 shares; 2026Q1: 7,396 shares; 2026Q2: 7,431 shares 7,431 $622K 0.22% +35 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,817 shares; 2024Q4: 68,315 shares; 2025Q1: 34,442 shares; 2025Q2: 23,795 shares; 2025Q3: 18,339 shares; 2025Q4: 17,691 shares; 2026Q1: 19,157 shares; 2026Q2: 20,481 shares 20,481 $615K 0.22% +1,324 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: 4,652 shares; 2024Q4: 3,870 shares; 2025Q1: 2,527 shares; 2025Q2: 2,227 shares; 2025Q3: 2,314 shares; 2025Q4: 2,340 shares; 2026Q1: 2,345 shares; 2026Q2: 2,350 shares 2,350 $597K 0.21% +5 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,611 shares; 2024Q4: 9,984 shares; 2025Q1: 50,847 shares; 2025Q2: 9,974 shares; 2025Q3: 10,035 shares; 2025Q4: 55,007 shares; 2026Q1: 8,788 shares; 2026Q2: 6,843 shares 6,843 $591K 0.21% -1,945 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,425 shares; 2025Q1: 17,147 shares; 2025Q2: not reported; 2025Q3: 18,677 shares; 2025Q4: 18,919 shares; 2026Q1: 13,018 shares; 2026Q2: 5,043 shares 5,043 $588K 0.21% -7,975 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 733 shares; 2026Q1: 1,643 shares; 2026Q2: 1,546 shares 1,546 $557K 0.2% -97 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 639 shares; 2026Q1: 2,984 shares; 2026Q2: 1,549 shares 1,549 $546K 0.19% -1,435 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: 1,070 shares; 2024Q4: 1,072 shares; 2025Q1: 1,075 shares; 2025Q2: 1,382 shares; 2025Q3: 1,676 shares; 2025Q4: 1,681 shares; 2026Q1: 1,655 shares; 2026Q2: 1,660 shares 1,660 $543K 0.19% +5 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: 456 shares; 2024Q4: 422 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 450 shares 450 $540K 0.19% +7 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470 shares; 2024Q4: 1,522 shares; 2025Q1: not reported; 2025Q2: 1,010 shares; 2025Q3: 1,017 shares; 2025Q4: 1,024 shares; 2026Q1: 1,030 shares; 2026Q2: 1,037 shares 1,037 $528K 0.19% +7 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: 986 shares; 2024Q4: 987 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 989 shares; 2025Q4: 991 shares; 2026Q1: 992 shares; 2026Q2: 5,961 shares 5,961 $514K 0.18% +4,969 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: 3,941 shares; 2024Q4: 3,610 shares; 2025Q1: 3,610 shares; 2025Q2: 2,392 shares; 2025Q3: 3,006 shares; 2025Q4: 3,006 shares; 2026Q1: 2,364 shares; 2026Q2: 1,195 shares 1,195 $475K 0.17% -1,169 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: 3,677 shares; 2025Q3: 3,698 shares; 2025Q4: 3,818 shares; 2026Q1: 3,837 shares; 2026Q2: 3,919 shares 3,919 $460K 0.16% +82 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,520 shares; 2024Q4: 9,308 shares; 2025Q1: 4,944 shares; 2025Q2: 4,939 shares; 2025Q3: 4,927 shares; 2025Q4: 4,817 shares; 2026Q1: 4,843 shares; 2026Q2: 4,971 shares 4,971 $456K 0.16% +128 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: 1,209 shares; 2025Q4: 1,210 shares; 2026Q1: 1,211 shares; 2026Q2: 1,231 shares 1,231 $435K 0.15% +20 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,853 shares; 2026Q2: 4,051 shares 4,051 $391K 0.14% +1,198 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,965 shares; 2025Q4: 1,973 shares; 2026Q1: 1,979 shares; 2026Q2: 1,987 shares 1,987 $377K 0.13% +8 Timeline ULST 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: 10,506 shares; 2024Q4: 10,475 shares; 2025Q1: 10,350 shares; 2025Q2: 10,465 shares; 2025Q3: 10,332 shares; 2025Q4: 10,083 shares; 2026Q1: 9,647 shares; 2026Q2: 9,294 shares 9,294 $376K 0.13% -353 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: 7,970 shares; 2024Q4: 7,718 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,280 shares; 2026Q1: 3,282 shares; 2026Q2: 3,292 shares 3,292 $373K 0.13% +10 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,553 shares; 2026Q1: 1,786 shares; 2026Q2: 345 shares 345 $367K 0.13% -1,441 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: 362 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 2,406 shares; 2026Q1: 501 shares; 2026Q2: 492 shares 492 $367K 0.13% -9 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: 4,414 shares; 2024Q4: 3,490 shares; 2025Q1: not reported; 2025Q2: 2,746 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,800 shares 2,800 $360K 0.13% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715 shares; 2026Q2: 747 shares 747 $357K 0.13% +32 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: 781 shares; 2024Q4: 779 shares; 2025Q1: 781 shares; 2025Q2: 1,117 shares; 2025Q3: 1,125 shares; 2025Q4: 1,179 shares; 2026Q1: 1,183 shares; 2026Q2: 1,187 shares 1,187 $321K 0.11% +4 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: 4,024 shares; 2024Q4: not reported; 2025Q1: 4,103 shares; 2025Q2: 4,135 shares; 2025Q3: 4,155 shares; 2025Q4: 4,224 shares; 2026Q1: 4,231 shares; 2026Q2: 4,254 shares 4,254 $303K 0.11% +23 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 reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,630 shares; 2025Q4: 1,631 shares; 2026Q1: 1,632 shares; 2026Q2: 1,634 shares 1,634 $296K 0.1% +2 Timeline SLYV 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: 2,791 shares; 2024Q4: 2,762 shares; 2025Q1: 2,774 shares; 2025Q2: 2,789 shares; 2025Q3: 2,628 shares; 2025Q4: 2,644 shares; 2026Q1: 2,656 shares; 2026Q2: 2,584 shares 2,584 $282K 0.1% -72 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,089 shares; 2026Q2: 2,090 shares 2,090 $249K 0.09% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 673 shares; 2026Q1: 673 shares; 2026Q2: 673 shares 673 $246K 0.09% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,825 shares; 2026Q1: 8,825 shares; 2026Q2: 8,879 shares 8,879 $246K 0.09% +54 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS 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: 4,375 shares; 2026Q1: 3,566 shares; 2026Q2: 2,175 shares 2,175 $241K 0.09% -1,391 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,125 shares; 2026Q2: 2,125 shares 2,125 $238K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 634 shares; 2026Q1: 638 shares; 2026Q2: 642 shares 642 $232K 0.08% +4 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW 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: 9,090 shares; 2026Q1: 9,187 shares; 2026Q2: 9,458 shares 9,458 $232K 0.08% +271 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,301 shares; 2026Q2: 1,091 shares 1,091 $232K 0.08% -31,210 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 reported; 2024Q4: 24,932 shares; 2025Q1: 7,487 shares; 2025Q2: 5,065 shares; 2025Q3: 3,949 shares; 2025Q4: 3,804 shares; 2026Q1: 3,793 shares; 2026Q2: 3,433 shares 3,433 $232K 0.08% -360 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,658 shares; 2024Q4: 6,710 shares; 2025Q1: 6,763 shares; 2025Q2: 6,674 shares; 2025Q3: 6,186 shares; 2025Q4: 6,328 shares; 2026Q1: 6,293 shares; 2026Q2: 6,340 shares 6,340 $230K 0.08% +47 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,657 shares; 2026Q1: 2,659 shares; 2026Q2: 2,672 shares 2,672 $228K 0.08% +13 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares 190 $223K 0.08% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 631 shares; 2025Q4: 632 shares; 2026Q1: not reported; 2026Q2: 633 shares 633 $217K 0.08% new Timeline WALD WALDENCAST PLC More: the full row for WALDENCAST PLC 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $17.6K 0.01% 0 Timeline