IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,369 shares; 2024Q4: 28,659 shares; 2025Q1: 32,884 shares; 2025Q2: 45,061 shares; 2025Q3: 43,677 shares; 2025Q4: 42,825 shares; 2026Q1: 43,158 shares; 2026Q2: 38,317 shares 38,317 $28.7M 13.86% -4,841 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: 211,876 shares; 2024Q4: 214,358 shares; 2025Q1: 213,895 shares; 2025Q2: 173,422 shares; 2025Q3: 162,058 shares; 2025Q4: 160,091 shares; 2026Q1: 168,802 shares; 2026Q2: 168,335 shares 168,335 $27.7M 13.35% -467 Timeline ALLW 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 538,323 shares; 2025Q4: 570,311 shares; 2026Q1: 572,811 shares; 2026Q2: 577,473 shares 577,473 $16.9M 8.16% +4,662 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,035 shares; 2024Q4: 154,278 shares; 2025Q1: 137,851 shares; 2025Q2: 136,076 shares; 2025Q3: 128,745 shares; 2025Q4: 126,211 shares; 2026Q1: 124,897 shares; 2026Q2: 125,224 shares 125,224 $10.2M 4.93% +327 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,674 shares; 2024Q4: 52,724 shares; 2025Q1: 144,821 shares; 2025Q2: 137,176 shares; 2025Q3: 99,347 shares; 2025Q4: 99,161 shares; 2026Q1: 99,570 shares; 2026Q2: 94,206 shares 94,206 $8.99M 4.34% -5,364 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,037 shares; 2024Q4: 239,972 shares; 2025Q1: 239,959 shares; 2025Q2: 240,008 shares; 2025Q3: 240,148 shares; 2025Q4: 240,021 shares; 2026Q1: 106,180 shares; 2026Q2: 106,088 shares 106,088 $8.25M 3.99% -92 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,003 shares; 2024Q4: 39,699 shares; 2025Q1: 36,173 shares; 2025Q2: 36,258 shares; 2025Q3: 33,885 shares; 2025Q4: 34,109 shares; 2026Q1: 34,492 shares; 2026Q2: 34,871 shares 34,871 $6.43M 3.11% +379 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: 55,976 shares; 2024Q4: 63,046 shares; 2025Q1: 85,926 shares; 2025Q2: 103,880 shares; 2025Q3: 82,352 shares; 2025Q4: 81,194 shares; 2026Q1: 80,348 shares; 2026Q2: 74,343 shares 74,343 $6.36M 3.07% -6,005 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: 30,306 shares; 2024Q4: 30,553 shares; 2025Q1: 29,912 shares; 2025Q2: 25,557 shares; 2025Q3: 26,540 shares; 2025Q4: 25,986 shares; 2026Q1: 26,915 shares; 2026Q2: 26,206 shares 26,206 $5.71M 2.76% -709 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: 7,404 shares; 2024Q4: 7,566 shares; 2025Q1: 7,089 shares; 2025Q2: 7,165 shares; 2025Q3: 7,311 shares; 2025Q4: 7,265 shares; 2026Q1: 7,237 shares; 2026Q2: 7,106 shares 7,106 $5.31M 2.56% -131 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: 14,836 shares; 2024Q4: 14,683 shares; 2025Q1: 12,885 shares; 2025Q2: 11,831 shares; 2025Q3: 11,087 shares; 2025Q4: 10,854 shares; 2026Q1: 10,449 shares; 2026Q2: 61,369 shares 61,369 $5.29M 2.55% +50,920 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: 8,123 shares; 2024Q4: 8,763 shares; 2025Q1: 9,372 shares; 2025Q2: 9,550 shares; 2025Q3: 9,375 shares; 2025Q4: 9,645 shares; 2026Q1: 7,930 shares; 2026Q2: 8,013 shares 8,013 $4.51M 2.18% +83 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: 49,369 shares; 2024Q4: 49,369 shares; 2025Q1: 49,369 shares; 2025Q2: 49,489 shares; 2025Q3: 49,489 shares; 2025Q4: 49,489 shares; 2026Q1: 49,489 shares; 2026Q2: 49,489 shares 49,489 $4.35M 2.1% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,023 shares; 2024Q4: 17,931 shares; 2025Q1: 17,931 shares; 2025Q2: 25,199 shares; 2025Q3: 25,199 shares; 2025Q4: 25,199 shares; 2026Q1: 25,043 shares; 2026Q2: 24,912 shares 24,912 $3.91M 1.89% -131 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: 12,705 shares; 2024Q4: 12,229 shares; 2025Q1: 12,307 shares; 2025Q2: 11,678 shares; 2025Q3: 12,108 shares; 2025Q4: 12,517 shares; 2026Q1: 12,855 shares; 2026Q2: 12,846 shares 12,846 $3.72M 1.8% -9 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: 116,919 shares; 2024Q4: 119,683 shares; 2025Q1: 96,277 shares; 2025Q2: 84,900 shares; 2025Q3: 75,290 shares; 2025Q4: 71,531 shares; 2026Q1: 70,307 shares; 2026Q2: 67,068 shares 67,068 $3.47M 1.67% -3,239 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: 23,614 shares; 2024Q4: 24,021 shares; 2025Q1: 21,070 shares; 2025Q2: 30,878 shares; 2025Q3: 32,121 shares; 2025Q4: 34,165 shares; 2026Q1: 32,280 shares; 2026Q2: 31,393 shares 31,393 $3.46M 1.67% -887 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,602 shares; 2024Q4: 111,878 shares; 2025Q1: 109,318 shares; 2025Q2: 107,578 shares; 2025Q3: 108,435 shares; 2025Q4: 105,153 shares; 2026Q1: 103,194 shares; 2026Q2: 100,271 shares 100,271 $3.25M 1.57% -2,923 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: 7,865 shares; 2024Q4: 7,865 shares; 2025Q1: 8,080 shares; 2025Q2: 8,724 shares; 2025Q3: 8,916 shares; 2025Q4: 9,372 shares; 2026Q1: 9,776 shares; 2026Q2: 9,815 shares 9,815 $2.34M 1.13% +39 Timeline VGLT 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: 60,731 shares; 2024Q4: 54,099 shares; 2025Q1: 59,334 shares; 2025Q2: 59,306 shares; 2025Q3: 28,447 shares; 2025Q4: 31,893 shares; 2026Q1: 32,973 shares; 2026Q2: 40,682 shares 40,682 $2.24M 1.08% +7,709 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: 12,284 shares; 2024Q4: 10,466 shares; 2025Q1: 10,689 shares; 2025Q2: 9,481 shares; 2025Q3: 9,865 shares; 2025Q4: 10,705 shares; 2026Q1: 11,550 shares; 2026Q2: 11,201 shares 11,201 $2.24M 1.08% -349 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: 5,058 shares; 2024Q4: 5,058 shares; 2025Q1: 6,364 shares; 2025Q2: 5,624 shares; 2025Q3: 5,626 shares; 2025Q4: 5,658 shares; 2026Q1: 5,781 shares; 2026Q2: 5,847 shares 5,847 $2.16M 1.04% +66 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: 4,211 shares; 2024Q4: 4,266 shares; 2025Q1: 4,403 shares; 2025Q2: 4,504 shares; 2025Q3: 4,710 shares; 2025Q4: 4,906 shares; 2026Q1: 5,725 shares; 2026Q2: 5,745 shares 5,745 $2.14M 1.03% +20 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: 98,726 shares; 2024Q4: 53,374 shares; 2025Q1: 32,180 shares; 2025Q2: 20,584 shares; 2025Q3: 19,092 shares; 2025Q4: 16,382 shares; 2026Q1: 16,382 shares; 2026Q2: 16,037 shares 16,037 $1.87M 0.9% -345 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: 6,422 shares; 2024Q4: 6,221 shares; 2025Q1: 6,439 shares; 2025Q2: 6,572 shares; 2025Q3: 5,271 shares; 2025Q4: 5,368 shares; 2026Q1: 5,330 shares; 2026Q2: 5,272 shares 5,272 $1.86M 0.9% -58 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,653 shares; 2024Q4: 1,656 shares; 2025Q1: 3,910 shares; 2025Q2: 8,460 shares; 2025Q3: 7,872 shares; 2025Q4: 7,617 shares; 2026Q1: 9,776 shares; 2026Q2: 9,438 shares 9,438 $1.78M 0.86% -338 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: 1,494 shares; 2024Q4: 1,605 shares; 2025Q1: 2,008 shares; 2025Q2: 2,285 shares; 2025Q3: 2,409 shares; 2025Q4: 2,468 shares; 2026Q1: 2,533 shares; 2026Q2: 2,560 shares 2,560 $1.76M 0.85% +27 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: 1,648 shares; 2024Q4: 1,459 shares; 2025Q1: 2,053 shares; 2025Q2: 1,990 shares; 2025Q3: 2,310 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares; 2026Q2: 2,260 shares 2,260 $1.66M 0.8% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,010 shares; 2024Q4: 4,012 shares; 2025Q1: 4,017 shares; 2025Q2: 4,003 shares; 2025Q3: 4,078 shares; 2025Q4: 4,209 shares; 2026Q1: 4,397 shares; 2026Q2: 4,382 shares 4,382 $1.66M 0.8% -15 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: 6,028 shares; 2024Q4: 6,799 shares; 2025Q1: 6,799 shares; 2025Q2: 7,074 shares; 2025Q3: 7,074 shares; 2025Q4: 7,074 shares; 2026Q1: 7,030 shares; 2026Q2: 6,941 shares 6,941 $1.58M 0.76% -89 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,935 shares 49,935 $1.4M 0.68% 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: 2,757 shares; 2024Q4: 2,727 shares; 2025Q1: 2,705 shares; 2025Q2: 2,918 shares; 2025Q3: 2,977 shares; 2025Q4: 3,125 shares; 2026Q1: 2,560 shares; 2026Q2: 2,594 shares 2,594 $1.3M 0.63% +34 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: 2,529 shares; 2024Q4: 2,507 shares; 2025Q1: 2,630 shares; 2025Q2: 2,603 shares; 2025Q3: 2,827 shares; 2025Q4: 3,219 shares; 2026Q1: 3,327 shares; 2026Q2: 3,512 shares 3,512 $1.26M 0.61% +185 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: 8,915 shares; 2024Q4: 8,915 shares; 2025Q1: 8,882 shares; 2025Q2: 9,945 shares; 2025Q3: 9,945 shares; 2025Q4: 9,945 shares; 2026Q1: 12,211 shares; 2026Q2: 12,211 shares 12,211 $1.18M 0.57% 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: 838 shares; 2024Q4: 861 shares; 2025Q1: 863 shares; 2025Q2: 1,018 shares; 2025Q3: 993 shares; 2025Q4: 1,003 shares; 2026Q1: 1,047 shares; 2026Q2: 991 shares 991 $927K 0.45% -56 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: 7,241 shares; 2024Q4: 7,241 shares; 2025Q1: 5,898 shares; 2025Q2: 6,576 shares; 2025Q3: 6,553 shares; 2025Q4: 6,536 shares; 2026Q1: 10,966 shares; 2026Q2: 10,966 shares 10,966 $908K 0.44% 0 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: 9,485 shares; 2024Q4: 18,356 shares; 2025Q1: 15,781 shares; 2025Q2: 16,902 shares; 2025Q3: 8,807 shares; 2025Q4: 8,746 shares; 2026Q1: 8,369 shares; 2026Q2: 9,674 shares 9,674 $836K 0.4% +1,305 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: 16,004 shares; 2024Q4: 16,004 shares; 2025Q1: 16,004 shares; 2025Q2: 16,004 shares; 2025Q3: 16,004 shares; 2025Q4: 16,004 shares; 2026Q1: 16,004 shares; 2026Q2: 16,004 shares 16,004 $803K 0.39% 0 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: 1,984 shares; 2024Q4: 2,055 shares; 2025Q1: 2,066 shares; 2025Q2: 2,107 shares; 2025Q3: 2,200 shares; 2025Q4: 2,303 shares; 2026Q1: 2,360 shares; 2026Q2: 2,407 shares 2,407 $788K 0.38% +47 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: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,336 shares; 2025Q2: 1,369 shares; 2025Q3: 1,407 shares; 2025Q4: 1,499 shares; 2026Q1: 1,549 shares; 2026Q2: 1,573 shares 1,573 $751K 0.36% +24 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 reported; 2024Q4: 3,570 shares; 2025Q1: not reported; 2025Q2: 6,958 shares; 2025Q3: 6,958 shares; 2025Q4: 6,954 shares; 2026Q1: 6,954 shares; 2026Q2: 6,954 shares 6,954 $748K 0.36% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,465 shares; 2025Q3: 2,547 shares; 2025Q4: 9,468 shares; 2026Q1: 9,472 shares; 2026Q2: 7,392 shares 7,392 $744K 0.36% -2,080 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,591 shares; 2025Q4: 1,658 shares; 2026Q1: 1,678 shares; 2026Q2: 1,688 shares 1,688 $731K 0.35% +10 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: 4,023 shares; 2024Q4: 4,352 shares; 2025Q1: 3,939 shares; 2025Q2: 3,857 shares; 2025Q3: 2,797 shares; 2025Q4: 2,740 shares; 2026Q1: 2,722 shares; 2026Q2: 7,713 shares 7,713 $729K 0.35% +4,991 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: 402 shares; 2024Q4: 437 shares; 2025Q1: 441 shares; 2025Q2: 476 shares; 2025Q3: 486 shares; 2025Q4: 512 shares; 2026Q1: 563 shares; 2026Q2: 601 shares 601 $721K 0.35% +38 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: 14,087 shares; 2024Q4: 14,087 shares; 2025Q1: 14,087 shares; 2025Q2: 14,087 shares; 2025Q3: 14,087 shares; 2025Q4: 14,087 shares; 2026Q1: 14,087 shares; 2026Q2: 14,087 shares 14,087 $712K 0.34% 0 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: 6,900 shares; 2024Q4: 8,708 shares; 2025Q1: 8,708 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares; 2026Q2: 6,900 shares 6,900 $696K 0.34% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,518 shares; 2024Q4: 1,518 shares; 2025Q1: 1,512 shares; 2025Q2: 1,531 shares; 2025Q3: 1,510 shares; 2025Q4: 1,515 shares; 2026Q1: 1,515 shares; 2026Q2: 5,536 shares 5,536 $687K 0.33% +4,021 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: 1,924 shares; 2024Q4: 2,045 shares; 2025Q1: 2,056 shares; 2025Q2: 2,214 shares; 2025Q3: 2,267 shares; 2025Q4: 2,339 shares; 2026Q1: 2,384 shares; 2026Q2: 2,353 shares 2,353 $598K 0.29% -31 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,750 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $534K 0.26% 0 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: 250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 256 shares; 2025Q4: 262 shares; 2026Q1: 265 shares; 2026Q2: 266 shares 266 $529K 0.26% +1 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: 721 shares; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 964 shares; 2025Q3: 966 shares; 2025Q4: 971 shares; 2026Q1: 1,008 shares; 2026Q2: 985 shares 985 $502K 0.24% -23 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,426 shares; 2024Q4: 6,617 shares; 2025Q1: 6,564 shares; 2025Q2: 7,853 shares; 2025Q3: 7,599 shares; 2025Q4: 7,330 shares; 2026Q1: 7,126 shares; 2026Q2: 6,647 shares 6,647 $480K 0.23% -479 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 reported; 2024Q4: 1,449 shares; 2025Q1: 1,895 shares; 2025Q2: 1,915 shares; 2025Q3: 1,916 shares; 2025Q4: 1,912 shares; 2026Q1: 1,912 shares; 2026Q2: 1,913 shares 1,913 $453K 0.22% +1 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares; 2026Q1: 1,251 shares; 2026Q2: 1,251 shares 1,251 $419K 0.2% 0 Timeline RAPP RAPPORT THERAPEUTICS INC More: the full row for RAPPORT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $417K 0.2% 0 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $404K 0.2% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,532 shares; 2024Q4: 9,663 shares; 2025Q1: 56,857 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,242 shares; 2026Q1: 5,732 shares; 2026Q2: 7,895 shares 7,895 $399K 0.19% +2,163 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,468 shares; 2024Q4: 4,184 shares; 2025Q1: 4,192 shares; 2025Q2: 4,218 shares; 2025Q3: 4,247 shares; 2025Q4: 4,298 shares; 2026Q1: 4,323 shares; 2026Q2: 4,274 shares 4,274 $394K 0.19% -49 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,523 shares; 2024Q4: 2,396 shares; 2025Q1: 2,857 shares; 2025Q2: 2,431 shares; 2025Q3: 2,503 shares; 2025Q4: 2,578 shares; 2026Q1: 2,415 shares; 2026Q2: 2,511 shares 2,511 $393K 0.19% +96 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: 789 shares; 2024Q4: 789 shares; 2025Q1: 792 shares; 2025Q2: 957 shares; 2025Q3: 970 shares; 2025Q4: 1,004 shares; 2026Q1: 802 shares; 2026Q2: 753 shares 753 $387K 0.19% -49 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,825 shares 2,825 $363K 0.18% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,464 shares; 2025Q1: not reported; 2025Q2: 2,356 shares; 2025Q3: 2,236 shares; 2025Q4: 2,262 shares; 2026Q1: 2,206 shares; 2026Q2: 2,127 shares 2,127 $361K 0.17% -79 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,684 shares; 2024Q4: 41,485 shares; 2025Q1: 39,314 shares; 2025Q2: 36,500 shares; 2025Q3: 23,169 shares; 2025Q4: 23,169 shares; 2026Q1: 23,190 shares; 2026Q2: 23,190 shares 23,190 $339K 0.16% 0 Timeline QUS 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: 1,802 shares; 2024Q4: 1,802 shares; 2025Q1: 1,802 shares; 2025Q2: 1,802 shares; 2025Q3: 1,802 shares; 2025Q4: 1,802 shares; 2026Q1: 1,802 shares; 2026Q2: 1,802 shares 1,802 $337K 0.16% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,869 shares; 2024Q4: 2,869 shares; 2025Q1: 2,873 shares; 2025Q2: 3,516 shares; 2025Q3: 3,522 shares; 2025Q4: 3,553 shares; 2026Q1: 3,674 shares; 2026Q2: 3,668 shares 3,668 $337K 0.16% -6 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: 1,669 shares; 2024Q4: 1,669 shares; 2025Q1: 1,930 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares; 2026Q1: 2,002 shares; 2026Q2: 2,002 shares 2,002 $316K 0.15% 0 Timeline GTIP 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: 23,196 shares; 2024Q4: 23,916 shares; 2025Q1: 17,531 shares; 2025Q2: 16,902 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $293K 0.14% 0 Timeline JEPQ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,698 shares; 2025Q4: 4,698 shares; 2026Q1: 4,698 shares; 2026Q2: 4,698 shares 4,698 $289K 0.14% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,329 shares; 2024Q4: 3,280 shares; 2025Q1: 3,322 shares; 2025Q2: 3,183 shares; 2025Q3: 2,327 shares; 2025Q4: 2,215 shares; 2026Q1: 2,082 shares; 2026Q2: 1,086 shares 1,086 $276K 0.13% -996 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 229 shares 229 $264K 0.13% new 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 reported; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,710 shares; 2025Q3: 1,760 shares; 2025Q4: 1,874 shares; 2026Q1: 1,971 shares; 2026Q2: 1,661 shares 1,661 $244K 0.12% -310 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED 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: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $230K 0.11% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 858 shares; 2025Q1: not reported; 2025Q2: 858 shares; 2025Q3: 858 shares; 2025Q4: 858 shares; 2026Q1: 858 shares; 2026Q2: 858 shares 858 $227K 0.11% 0 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: 11,222 shares; 2024Q4: 10,431 shares; 2025Q1: 5,963 shares; 2025Q2: 7,033 shares; 2025Q3: 7,507 shares; 2025Q4: 7,686 shares; 2026Q1: 7,447 shares; 2026Q2: 6,777 shares 6,777 $226K 0.11% -670 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 2,959 shares 2,959 $225K 0.11% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,712 shares 2,712 $219K 0.11% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 2,179 shares 2,179 $217K 0.1% 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: not reported; 2026Q1: not reported; 2026Q2: 849 shares 849 $214K 0.1% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,476 shares; 2024Q4: 20,957 shares; 2025Q1: 20,957 shares; 2025Q2: 13,167 shares; 2025Q3: 13,188 shares; 2025Q4: 13,309 shares; 2026Q1: 13,997 shares; 2026Q2: 12,204 shares 12,204 $212K 0.1% -1,793 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $202K 0.1% new Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,029 shares; 2024Q4: 46,434 shares; 2025Q1: 41,699 shares; 2025Q2: 42,984 shares; 2025Q3: 39,980 shares; 2025Q4: 38,364 shares; 2026Q1: 29,452 shares; 2026Q2: 13,793 shares 13,793 $96.6K 0.05% -15,659 Timeline