NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,051,520 shares; 2024Q4: 32,231,590 shares; 2025Q1: 31,302,725 shares; 2025Q2: 30,426,920 shares; 2025Q3: 26,174,975 shares 26,174,975 $4.88B 98.48% -4,251,945 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,711 shares; 2024Q4: 58,924 shares; 2025Q1: 59,097 shares; 2025Q2: 59,260 shares; 2025Q3: 59,429 shares 59,429 $8.66M 0.17% +169 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,480 shares; 2024Q4: 16,030 shares; 2025Q1: 16,030 shares; 2025Q2: 27,855 shares; 2025Q3: 27,855 shares 27,855 $8.63M 0.17% 0 Timeline VT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,400 shares; 2024Q4: 43,400 shares; 2025Q1: 43,400 shares; 2025Q2: 43,400 shares; 2025Q3: 43,400 shares 43,400 $5.98M 0.12% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,476 shares; 2024Q4: 65,703 shares; 2025Q1: 106,461 shares; 2025Q2: 40,303 shares; 2025Q3: 40,303 shares 40,303 $5.58M 0.11% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,144 shares; 2024Q4: 120,288 shares; 2025Q1: 120,288 shares; 2025Q2: 120,288 shares; 2025Q3: 120,288 shares 120,288 $3.86M 0.08% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: 5,658 shares; 2025Q1: 5,309 shares; 2025Q2: 4,984 shares; 2025Q3: 4,984 shares 4,984 $3.66M 0.07% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 5,355 shares; 2025Q1: 6,411 shares; 2025Q2: 6,686 shares; 2025Q3: 4,807 shares 4,807 $3.22M 0.06% -1,879 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares 31,000 $3.19M 0.06% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,616 shares; 2024Q4: 15,232 shares; 2025Q1: 15,232 shares; 2025Q2: 15,232 shares; 2025Q3: 15,232 shares 15,232 $3.1M 0.06% 0 Timeline BRK-A 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $3.02M 0.06% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,988 shares; 2024Q4: 12,988 shares; 2025Q1: 12,319 shares; 2025Q2: 12,319 shares; 2025Q3: 12,319 shares 12,319 $2.97M 0.06% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,697 shares; 2024Q4: 24,122 shares; 2025Q1: 24,122 shares; 2025Q2: 24,500 shares; 2025Q3: 24,500 shares 24,500 $2.02M 0.04% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,173 shares; 2025Q1: 7,671 shares; 2025Q2: 7,671 shares; 2025Q3: 7,763 shares 7,763 $1.98M 0.04% +92 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,000 shares 35,000 $1.68M 0.03% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,075 shares; 2024Q4: 23,793 shares; 2025Q1: 27,839 shares; 2025Q2: 29,759 shares; 2025Q3: 21,980 shares 21,980 $1.43M 0.03% -7,779 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares 8,500 $1.38M 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,237 shares; 2024Q4: 21,237 shares; 2025Q1: 21,237 shares; 2025Q2: 21,237 shares; 2025Q3: 21,237 shares 21,237 $1.33M 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 5,960 shares; 2025Q1: 5,960 shares; 2025Q2: 5,960 shares; 2025Q3: 5,960 shares 5,960 $1.31M 0.03% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,160 shares; 2024Q4: 10,222 shares; 2025Q1: 10,296 shares; 2025Q2: 10,397 shares; 2025Q3: 10,502 shares 10,502 $1.27M 0.03% +105 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,987 shares; 2025Q1: 3,987 shares; 2025Q2: 3,987 shares; 2025Q3: 3,987 shares 3,987 $1.17M 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,702 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,704 shares 2,704 $887K 0.02% +1 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 6,919 shares; 2025Q1: 8,413 shares; 2025Q2: 9,369 shares; 2025Q3: 6,980 shares 6,980 $829K 0.02% -2,389 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 8,775 shares; 2025Q1: 8,775 shares; 2025Q2: 8,775 shares; 2025Q3: 8,775 shares 8,775 $805K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,794 shares; 2024Q4: 9,028 shares; 2025Q1: 9,140 shares; 2025Q2: 8,666 shares; 2025Q3: 8,589 shares 8,589 $802K 0.02% -77 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,393 shares; 2024Q4: 24,239 shares; 2025Q1: 15,683 shares; 2025Q2: 7,666 shares; 2025Q3: 7,734 shares 7,734 $770K 0.02% +68 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 10,215 shares; 2025Q1: 10,195 shares; 2025Q2: 10,005 shares; 2025Q3: 9,827 shares 9,827 $754K 0.02% -178 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,930 shares; 2024Q4: 28,444 shares; 2025Q1: 13,815 shares; 2025Q2: 13,988 shares; 2025Q3: 14,162 shares 14,162 $723K 0.01% +174 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,034 shares; 2024Q4: 11,887 shares; 2025Q1: 12,434 shares; 2025Q2: 12,434 shares; 2025Q3: 12,434 shares 12,434 $664K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,133 shares; 2024Q4: 24,514 shares; 2025Q1: 22,082 shares; 2025Q2: 22,179 shares; 2025Q3: 22,271 shares 22,271 $586K 0.01% +92 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 1,222 shares; 2025Q1: 1,316 shares; 2025Q2: 898 shares; 2025Q3: 898 shares 898 $451K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares 1,571 $399K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,586 shares; 2025Q1: 1,871 shares; 2025Q2: 1,873 shares; 2025Q3: 2,010 shares 2,010 $391K 0.01% +137 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,926 shares; 2025Q1: 4,196 shares; 2025Q2: 4,196 shares; 2025Q3: 4,196 shares 4,196 $337K 0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,144 shares; 2025Q1: 14,005 shares; 2025Q2: 14,005 shares; 2025Q3: 4,795 shares 4,795 $312K 0.01% -9,210 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,600 shares 10,600 $294K 0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 546 shares 546 $268K 0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,825 shares; 2025Q1: 15,083 shares; 2025Q2: 15,083 shares; 2025Q3: 4,688 shares 4,688 $229K <0.01% -10,395 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,659 shares; 2025Q1: 1,659 shares; 2025Q2: not reported; 2025Q3: 1,313 shares 1,313 $224K <0.01% new Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,578 shares; 2025Q1: 6,893 shares; 2025Q2: 6,893 shares; 2025Q3: 2,073 shares 2,073 $223K <0.01% -4,820 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: 740 shares 740 $222K <0.01% 0 Timeline