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: 229,022 shares; 2024Q4: 247,477 shares; 2025Q1: 244,914 shares; 2025Q2: 258,302 shares; 2025Q3: 267,449 shares; 2025Q4: 272,130 shares; 2026Q1: 279,602 shares; 2026Q2: 286,619 shares 286,619 $106M 27.75% +7,017 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: 1,156,088 shares; 2024Q4: 1,160,956 shares; 2025Q1: 1,162,725 shares; 2025Q2: 1,170,032 shares; 2025Q3: 1,161,816 shares; 2025Q4: 1,131,138 shares; 2026Q1: 1,081,040 shares; 2026Q2: 1,089,916 shares 1,089,916 $48.3M 12.65% +8,876 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: 179,075 shares; 2024Q4: 181,144 shares; 2025Q1: 195,343 shares; 2025Q2: 183,984 shares; 2025Q3: 184,534 shares; 2025Q4: 185,397 shares; 2026Q1: 180,719 shares; 2026Q2: 180,880 shares 180,880 $29.7M 7.77% +161 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622,491 shares; 2024Q4: 566,567 shares; 2025Q1: 581,256 shares; 2025Q2: 620,140 shares; 2025Q3: 647,771 shares; 2025Q4: 684,051 shares; 2026Q1: 681,936 shares; 2026Q2: 704,170 shares 704,170 $25.9M 6.79% +22,234 Timeline VONE 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: 36,968 shares; 2024Q4: 62,406 shares; 2025Q1: 64,898 shares; 2025Q2: 57,909 shares; 2025Q3: 61,526 shares; 2025Q4: 67,039 shares; 2026Q1: 73,093 shares; 2026Q2: 75,506 shares 75,506 $25.6M 6.69% +2,413 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: 274,565 shares; 2024Q4: 231,680 shares; 2025Q1: 213,953 shares; 2025Q2: 227,109 shares; 2025Q3: 236,112 shares; 2025Q4: 244,408 shares; 2026Q1: 251,310 shares; 2026Q2: 254,952 shares 254,952 $21.8M 5.7% +3,642 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: 5,924 shares; 2024Q4: 12,509 shares; 2025Q1: 14,041 shares; 2025Q2: 12,856 shares; 2025Q3: 13,936 shares; 2025Q4: 16,516 shares; 2026Q1: 22,842 shares; 2026Q2: 23,656 shares 23,656 $17.4M 4.56% +814 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: 243,082 shares; 2024Q4: 243,995 shares; 2025Q1: 245,105 shares; 2025Q2: 251,963 shares; 2025Q3: 250,069 shares; 2025Q4: 250,239 shares; 2026Q1: 247,978 shares; 2026Q2: 247,700 shares 247,700 $12.8M 3.35% -278 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: 166,772 shares; 2024Q4: 147,438 shares; 2025Q1: 145,218 shares; 2025Q2: 126,530 shares; 2025Q3: 126,388 shares; 2025Q4: 130,865 shares; 2026Q1: 125,376 shares; 2026Q2: 124,908 shares 124,908 $11.9M 3.12% -468 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: 8,210 shares; 2024Q4: 8,235 shares; 2025Q1: 8,262 shares; 2025Q2: 4,635 shares; 2025Q3: 4,400 shares; 2025Q4: 4,412 shares; 2026Q1: 3,147 shares; 2026Q2: 8,207 shares 8,207 $6.13M 1.6% +5,060 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,527 shares; 2024Q4: 69,804 shares; 2025Q1: 125,775 shares; 2025Q2: 136,523 shares; 2025Q3: 157,172 shares; 2025Q4: 172,171 shares; 2026Q1: 202,142 shares; 2026Q2: 214,006 shares 214,006 $5.68M 1.49% +11,864 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758 shares; 2024Q4: 761 shares; 2025Q1: 2,629 shares; 2025Q2: 11,847 shares; 2025Q3: 11,879 shares; 2025Q4: 11,332 shares; 2026Q1: 10,832 shares; 2026Q2: 10,854 shares 10,854 $4.44M 1.16% +22 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,618 shares; 2024Q4: 6,154 shares; 2025Q1: 8,190 shares; 2025Q2: 29,639 shares; 2025Q3: 29,994 shares; 2025Q4: 35,133 shares; 2026Q1: 49,502 shares; 2026Q2: 51,701 shares 51,701 $4.27M 1.12% +2,199 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,783 shares; 2024Q4: 47,087 shares; 2025Q1: 43,807 shares; 2025Q2: 44,693 shares; 2025Q3: 43,029 shares; 2025Q4: 42,562 shares; 2026Q1: 42,424 shares; 2026Q2: 43,134 shares 43,134 $4.16M 1.09% +710 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: 12,424 shares; 2024Q4: 13,169 shares; 2025Q1: 15,547 shares; 2025Q2: 14,663 shares; 2025Q3: 15,932 shares; 2025Q4: 15,574 shares; 2026Q1: 14,228 shares; 2026Q2: 14,041 shares 14,041 $4.06M 1.06% -187 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: 21,394 shares; 2024Q4: 21,556 shares; 2025Q1: 21,465 shares; 2025Q2: 21,269 shares; 2025Q3: 21,287 shares; 2025Q4: 21,287 shares; 2026Q1: 19,524 shares; 2026Q2: 19,527 shares 19,527 $3.91M 1.02% +3 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: 10,708 shares; 2024Q4: 9,030 shares; 2025Q1: 8,795 shares; 2025Q2: 8,890 shares; 2025Q3: 8,891 shares; 2025Q4: 8,892 shares; 2026Q1: 8,172 shares; 2026Q2: 8,158 shares 8,158 $2.92M 0.76% -14 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: 2,380 shares; 2024Q4: 2,936 shares; 2025Q1: 2,947 shares; 2025Q2: 3,597 shares; 2025Q3: 3,608 shares; 2025Q4: 3,628 shares; 2026Q1: 3,750 shares; 2026Q2: 3,761 shares 3,761 $2.58M 0.68% +11 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,722 shares; 2024Q4: 41,496 shares; 2025Q1: 43,139 shares; 2025Q2: 51,960 shares; 2025Q3: 54,603 shares; 2025Q4: 55,053 shares; 2026Q1: 55,194 shares; 2026Q2: 57,007 shares 57,007 $2.38M 0.62% +1,813 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: 7,492 shares; 2024Q4: 8,451 shares; 2025Q1: 10,794 shares; 2025Q2: 11,308 shares; 2025Q3: 11,908 shares; 2025Q4: 9,154 shares; 2026Q1: 9,090 shares; 2026Q2: 9,846 shares 9,846 $2.35M 0.61% +756 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: 6,319 shares; 2024Q4: 6,589 shares; 2025Q1: 6,334 shares; 2025Q2: 6,483 shares; 2025Q3: 6,483 shares; 2025Q4: 6,483 shares; 2026Q1: 5,646 shares; 2026Q2: 5,746 shares 5,746 $2.14M 0.56% +100 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,184 shares; 2025Q3: 29,031 shares; 2025Q4: 32,135 shares; 2026Q1: 40,651 shares; 2026Q2: 40,842 shares 40,842 $2.03M 0.53% +191 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: 4,644 shares; 2024Q4: 4,647 shares; 2025Q1: 4,650 shares; 2025Q2: 4,653 shares; 2025Q3: 5,256 shares; 2025Q4: 5,258 shares; 2026Q1: 5,260 shares; 2026Q2: 5,262 shares 5,262 $1.86M 0.49% +2 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,355 shares; 2024Q4: 18,456 shares; 2025Q1: 18,540 shares; 2025Q2: 18,648 shares; 2025Q3: 18,512 shares; 2025Q4: 18,617 shares; 2026Q1: 18,696 shares; 2026Q2: 18,789 shares 18,789 $1.75M 0.46% +93 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: 10,381 shares; 2024Q4: 10,475 shares; 2025Q1: 10,475 shares; 2025Q2: 10,555 shares; 2025Q3: 10,555 shares; 2025Q4: 10,649 shares; 2026Q1: 10,649 shares; 2026Q2: 10,717 shares 10,717 $1.68M 0.44% +68 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: 3,841 shares; 2024Q4: 2,784 shares; 2025Q1: 2,448 shares; 2025Q2: 2,532 shares; 2025Q3: 2,832 shares; 2025Q4: 2,832 shares; 2026Q1: 2,741 shares; 2026Q2: 2,742 shares 2,742 $1.54M 0.4% +1 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: 3,600 shares; 2024Q4: 4,164 shares; 2025Q1: 3,854 shares; 2025Q2: 3,754 shares; 2025Q3: 3,766 shares; 2025Q4: 3,800 shares; 2026Q1: 3,732 shares; 2026Q2: 3,716 shares 3,716 $1.4M 0.37% -16 Timeline VOOG 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: 2,369 shares; 2025Q3: 2,385 shares; 2025Q4: 2,389 shares; 2026Q1: 2,392 shares; 2026Q2: 14,367 shares 14,367 $1.19M 0.31% +11,975 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,294 shares; 2024Q4: 4,302 shares; 2025Q1: 4,861 shares; 2025Q2: 6,001 shares; 2025Q3: 6,010 shares; 2025Q4: 6,103 shares; 2026Q1: 3,641 shares; 2026Q2: 3,874 shares 3,874 $1.19M 0.31% +233 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: 892 shares; 2026Q1: 959 shares; 2026Q2: 972 shares 972 $1.12M 0.29% +13 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: 2,621 shares; 2024Q4: 2,546 shares; 2025Q1: 2,050 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares; 2026Q1: 2,145 shares; 2026Q2: 2,131 shares 2,131 $1.02M 0.27% -14 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,781 shares; 2024Q4: 7,528 shares; 2025Q1: 7,548 shares; 2025Q2: 7,567 shares; 2025Q3: 7,585 shares; 2025Q4: 7,511 shares; 2026Q1: 7,530 shares; 2026Q2: 7,409 shares 7,409 $980K 0.26% -121 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: 1,691 shares; 2024Q4: 1,698 shares; 2025Q1: 1,682 shares; 2025Q2: 1,682 shares; 2025Q3: 1,982 shares; 2025Q4: 1,982 shares; 2026Q1: 1,870 shares; 2026Q2: 1,880 shares 1,880 $941K 0.25% +10 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: 738 shares; 2024Q4: 741 shares; 2025Q1: 735 shares; 2025Q2: 755 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 716 shares; 2026Q2: 717 shares 717 $860K 0.22% +1 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: 2,661 shares; 2024Q4: 2,978 shares; 2025Q1: 2,638 shares; 2025Q2: 2,653 shares; 2025Q3: 2,653 shares; 2025Q4: 2,653 shares; 2026Q1: 2,577 shares; 2026Q2: 2,579 shares 2,579 $844K 0.22% +2 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: 1,389 shares; 2025Q4: 1,436 shares; 2026Q1: 1,395 shares; 2026Q2: 1,422 shares 1,422 $826K 0.22% +27 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,076 shares; 2024Q4: 36,292 shares; 2025Q1: 40,542 shares; 2025Q2: 38,712 shares; 2025Q3: 37,487 shares; 2025Q4: 37,054 shares; 2026Q1: 36,010 shares; 2026Q2: 34,722 shares 34,722 $791K 0.21% -1,288 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,137 shares; 2025Q1: 6,146 shares; 2025Q2: 6,154 shares; 2025Q3: 6,161 shares; 2025Q4: 6,168 shares; 2026Q1: 6,257 shares; 2026Q2: 6,183 shares 6,183 $790K 0.21% -74 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,549 shares; 2026Q2: 6,627 shares 6,627 $723K 0.19% +78 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: 7,319 shares; 2024Q4: 1,736 shares; 2025Q1: 1,709 shares; 2025Q2: 1,726 shares; 2025Q3: 1,729 shares; 2025Q4: 1,729 shares; 2026Q1: 1,656 shares; 2026Q2: 1,675 shares 1,675 $705K 0.18% +19 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,531 shares; 2024Q4: 13,531 shares; 2025Q1: 13,531 shares; 2025Q2: 13,531 shares; 2025Q3: 13,531 shares; 2025Q4: 13,531 shares; 2026Q1: 13,531 shares; 2026Q2: 13,531 shares 13,531 $616K 0.16% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,064 shares; 2025Q3: 2,656 shares; 2025Q4: 2,656 shares; 2026Q1: 2,656 shares; 2026Q2: 2,656 shares 2,656 $579K 0.15% 0 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: 762 shares; 2026Q2: 764 shares 764 $553K 0.14% +2 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: 4,210 shares; 2024Q4: 3,660 shares; 2025Q1: 4,018 shares; 2025Q2: 3,772 shares; 2025Q3: 3,934 shares; 2025Q4: 3,994 shares; 2026Q1: 3,918 shares; 2026Q2: 3,917 shares 3,917 $536K 0.14% -1 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: 579 shares; 2024Q4: 579 shares; 2025Q1: not reported; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 492 shares; 2026Q2: 493 shares 493 $525K 0.14% +1 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: 1,523 shares; 2024Q4: 1,533 shares; 2025Q1: 1,520 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares; 2026Q1: 1,418 shares; 2026Q2: 1,461 shares 1,461 $501K 0.13% +43 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: 5,747 shares; 2024Q4: 5,685 shares; 2025Q1: 5,703 shares; 2025Q2: 5,744 shares; 2025Q3: 5,772 shares; 2025Q4: 5,871 shares; 2026Q1: 5,880 shares; 2026Q2: 5,908 shares 5,908 $495K 0.13% +28 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: 2,003 shares; 2024Q4: 1,761 shares; 2025Q1: 2,221 shares; 2025Q2: 1,564 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 1,940 shares; 2026Q2: 1,941 shares 1,941 $493K 0.13% +1 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,095 shares; 2024Q4: 10,133 shares; 2025Q1: 10,189 shares; 2025Q2: 10,274 shares; 2025Q3: 10,317 shares; 2025Q4: 10,376 shares; 2026Q1: 10,381 shares; 2026Q2: 10,420 shares 10,420 $481K 0.13% +39 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: 9,628 shares; 2024Q4: 10,027 shares; 2025Q1: 9,594 shares; 2025Q2: 9,469 shares; 2025Q3: 9,483 shares; 2025Q4: 9,496 shares; 2026Q1: 8,228 shares; 2026Q2: 8,254 shares 8,254 $470K 0.12% +26 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: 450 shares; 2024Q4: 451 shares; 2025Q1: 450 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 454 shares; 2026Q2: 454 shares 454 $460K 0.12% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,287 shares; 2024Q4: 5,757 shares; 2025Q1: 5,684 shares; 2025Q2: 5,613 shares; 2025Q3: 5,631 shares; 2025Q4: 5,659 shares; 2026Q1: 5,672 shares; 2026Q2: 5,687 shares 5,687 $438K 0.11% +15 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: not reported; 2025Q4: not reported; 2026Q1: 1,014 shares; 2026Q2: 1,009 shares 1,009 $437K 0.11% -5 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,479 shares; 2024Q4: 6,143 shares; 2025Q1: 6,183 shares; 2025Q2: 6,188 shares; 2025Q3: 6,104 shares; 2025Q4: 6,033 shares; 2026Q1: 5,409 shares; 2026Q2: 4,907 shares 4,907 $404K 0.11% -502 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: not reported; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: not reported; 2026Q2: 537 shares 537 $401K 0.1% new 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: 565 shares; 2024Q4: 565 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 5,600 shares; 2026Q1: 5,642 shares; 2026Q2: 5,600 shares 5,600 $400K 0.1% -42 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: 1,561 shares; 2024Q4: 1,585 shares; 2025Q1: 1,585 shares; 2025Q2: 1,607 shares; 2025Q3: 1,607 shares; 2025Q4: 1,607 shares; 2026Q1: 1,620 shares; 2026Q2: 1,557 shares 1,557 $392K 0.1% -63 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: 766 shares; 2024Q4: 772 shares; 2025Q1: 759 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 769 shares; 2026Q1: 691 shares; 2026Q2: 716 shares 716 $368K 0.1% +25 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: 820 shares; 2024Q4: 829 shares; 2025Q1: 751 shares; 2025Q2: not reported; 2025Q3: 847 shares; 2025Q4: 766 shares; 2026Q1: 856 shares; 2026Q2: 860 shares 860 $357K 0.09% +4 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: 3,774 shares; 2025Q1: 3,759 shares; 2025Q2: 3,610 shares; 2025Q3: 3,610 shares; 2025Q4: 3,632 shares; 2026Q1: 2,987 shares; 2026Q2: 2,995 shares 2,995 $352K 0.09% +8 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: not reported; 2026Q2: 1,149 shares 1,149 $347K 0.09% 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: 2,451 shares 2,451 $342K 0.09% new 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: 2,874 shares; 2024Q4: 2,874 shares; 2025Q1: 2,834 shares; 2025Q2: 2,879 shares; 2025Q3: 2,879 shares; 2025Q4: 2,879 shares; 2026Q1: 2,863 shares; 2026Q2: 2,849 shares 2,849 $323K 0.08% -14 Timeline GLW CORNING INC More: the full row for CORNING 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: 1,257 shares 1,257 $321K 0.08% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 450 shares 450 $287K 0.08% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302 shares; 2024Q4: 357 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 298 shares; 2026Q1: 301 shares; 2026Q2: 300 shares 300 $281K 0.07% -1 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: 4,873 shares; 2024Q4: 4,905 shares; 2025Q1: 4,926 shares; 2025Q2: 5,620 shares; 2025Q3: 5,112 shares; 2025Q4: 921 shares; 2026Q1: 921 shares; 2026Q2: 921 shares 921 $279K 0.07% 0 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: 287 shares 287 $277K 0.07% new 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: 2,364 shares; 2024Q4: 2,358 shares; 2025Q1: 2,412 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,230 shares; 2026Q1: 2,133 shares; 2026Q2: 2,134 shares 2,134 $274K 0.07% +1 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: 905 shares; 2024Q4: 919 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 911 shares; 2026Q2: 968 shares 968 $272K 0.07% +57 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE 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: 711 shares; 2025Q4: 711 shares; 2026Q1: 718 shares; 2026Q2: 718 shares 718 $268K 0.07% 0 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: 2,622 shares; 2025Q3: 2,622 shares; 2025Q4: 2,673 shares; 2026Q1: 2,783 shares; 2026Q2: 2,716 shares 2,716 $262K 0.07% -67 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 111 shares 111 $252K 0.07% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: not reported; 2026Q2: 1,425 shares 1,425 $242K 0.06% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: not reported; 2025Q1: 2,810 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,863 shares; 2026Q1: 2,888 shares; 2026Q2: 2,899 shares 2,899 $236K 0.06% +11 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: 198 shares 198 $233K 0.06% new Timeline LIF LIFE360 INC More: the full row for LIFE360 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,235 shares; 2025Q1: not reported; 2025Q2: 4,106 shares; 2025Q3: 4,106 shares; 2025Q4: 4,106 shares; 2026Q1: not reported; 2026Q2: 4,106 shares 4,106 $227K 0.06% new 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: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,523 shares; 2025Q2: 1,521 shares; 2025Q3: 1,521 shares; 2025Q4: 1,521 shares; 2026Q1: 1,494 shares; 2026Q2: 1,511 shares 1,511 $221K 0.06% +17 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares; 2025Q4: 2,769 shares; 2026Q1: 2,677 shares; 2026Q2: 2,675 shares 2,675 $221K 0.06% -2 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110 shares 110 $220K 0.06% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,199 shares; 2025Q4: 1,199 shares; 2026Q1: 1,130 shares; 2026Q2: 1,131 shares 1,131 $215K 0.06% +1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 493 shares 493 $210K 0.06% new 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: 1,461 shares; 2025Q2: not reported; 2025Q3: 1,341 shares; 2025Q4: 1,375 shares; 2026Q1: 1,225 shares; 2026Q2: 1,224 shares 1,224 $203K 0.05% -1 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,104 shares; 2024Q4: 12,104 shares; 2025Q1: 12,104 shares; 2025Q2: 10,694 shares; 2025Q3: 10,694 shares; 2025Q4: 10,694 shares; 2026Q1: 10,694 shares; 2026Q2: 10,694 shares 10,694 $62.3K 0.02% 0 Timeline