NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 23,555,643 shares; 2026Q1: 22,193,626 shares 22,193,626 $3.87B 98.69% -1,362,017 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,711 shares; 2024Q4: 58,924 shares; 2025Q1: 59,097 shares; 2025Q2: 59,260 shares; 2025Q3: 59,429 shares; 2025Q4: 59,298 shares; 2026Q1: 56,012 shares 56,012 $7.98M 0.2% -3,286 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; 2024Q2: restricted; 2024Q3: 43,400 shares; 2024Q4: 43,400 shares; 2025Q1: 43,400 shares; 2025Q2: 43,400 shares; 2025Q3: 43,400 shares; 2025Q4: 43,400 shares; 2026Q1: 43,400 shares 43,400 $6M 0.15% 0 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; 2024Q2: restricted; 2024Q3: 19,480 shares; 2024Q4: 16,030 shares; 2025Q1: 16,030 shares; 2025Q2: 27,855 shares; 2025Q3: 27,855 shares; 2025Q4: 24,290 shares; 2026Q1: 24,290 shares 24,290 $5.26M 0.13% 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; 2024Q2: restricted; 2024Q3: 60,144 shares; 2024Q4: 120,288 shares; 2025Q1: 120,288 shares; 2025Q2: 120,288 shares; 2025Q3: 120,288 shares; 2025Q4: 117,247 shares; 2026Q1: 117,247 shares 117,247 $3.67M 0.09% 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; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 5,355 shares; 2025Q1: 6,411 shares; 2025Q2: 6,686 shares; 2025Q3: 4,807 shares; 2025Q4: 4,813 shares; 2026Q1: 4,794 shares 4,794 $3.13M 0.08% -19 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; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: 5,658 shares; 2025Q1: 5,309 shares; 2025Q2: 4,984 shares; 2025Q3: 4,984 shares; 2025Q4: 4,984 shares; 2026Q1: 4,984 shares 4,984 $2.85M 0.07% 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; 2024Q2: restricted; 2024Q3: 7,616 shares; 2024Q4: 15,232 shares; 2025Q1: 15,232 shares; 2025Q2: 15,232 shares; 2025Q3: 15,232 shares; 2025Q4: 15,232 shares; 2026Q1: 15,232 shares 15,232 $2.44M 0.06% 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; 2024Q2: restricted; 2024Q3: 102,476 shares; 2024Q4: 65,703 shares; 2025Q1: 106,461 shares; 2025Q2: 40,303 shares; 2025Q3: 40,303 shares; 2025Q4: 40,303 shares; 2026Q1: 40,303 shares 40,303 $2.28M 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; 2024Q2: restricted; 2024Q3: 23,697 shares; 2024Q4: 24,122 shares; 2025Q1: 24,122 shares; 2025Q2: 24,500 shares; 2025Q3: 24,500 shares; 2025Q4: 24,957 shares; 2026Q1: 24,957 shares 24,957 $2.16M 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; 2024Q2: restricted; 2024Q3: 12,988 shares; 2024Q4: 12,988 shares; 2025Q1: 12,319 shares; 2025Q2: 12,319 shares; 2025Q3: 12,319 shares; 2025Q4: 12,319 shares; 2026Q1: 12,319 shares 12,319 $1.6M 0.04% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,476 shares; 2026Q1: 8,476 shares 8,476 $1.48M 0.04% 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; 2024Q2: restricted; 2024Q3: 18,075 shares; 2024Q4: 23,793 shares; 2025Q1: 27,839 shares; 2025Q2: 29,759 shares; 2025Q3: 21,980 shares; 2025Q4: 20,400 shares; 2026Q1: 21,407 shares 21,407 $1.45M 0.04% +1,007 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,760 shares; 2026Q1: 8,760 shares 8,760 $1.32M 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; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 5,960 shares; 2025Q1: 5,960 shares; 2025Q2: 5,960 shares; 2025Q3: 5,960 shares; 2025Q4: 6,303 shares; 2026Q1: 6,303 shares 6,303 $1.31M 0.03% 0 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; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,987 shares; 2025Q1: 3,987 shares; 2025Q2: 3,987 shares; 2025Q3: 3,987 shares; 2025Q4: 3,987 shares; 2026Q1: 3,987 shares 3,987 $1.14M 0.03% 0 Timeline MQ MARQETA INC More: the full row for MARQETA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264,729 shares; 2026Q1: 264,729 shares 264,729 $1.08M 0.03% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 6,919 shares; 2025Q1: 8,413 shares; 2025Q2: 9,369 shares; 2025Q3: 6,980 shares; 2025Q4: 6,741 shares; 2026Q1: 6,968 shares 6,968 $866K 0.02% +227 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,794 shares; 2024Q4: 9,028 shares; 2025Q1: 9,140 shares; 2025Q2: 8,666 shares; 2025Q3: 8,589 shares; 2025Q4: 8,644 shares; 2026Q1: 7,467 shares 7,467 $725K 0.02% -1,177 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,984 shares; 2024Q4: 10,215 shares; 2025Q1: 10,195 shares; 2025Q2: 10,005 shares; 2025Q3: 9,827 shares; 2025Q4: 9,765 shares; 2026Q1: 9,213 shares 9,213 $722K 0.02% -552 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 8,775 shares; 2025Q1: 8,775 shares; 2025Q2: 8,775 shares; 2025Q3: 8,775 shares; 2025Q4: 8,775 shares; 2026Q1: 8,775 shares 8,775 $691K 0.02% 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; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares; 2026Q1: 1,571 shares 1,571 $411K 0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,951 shares; 2026Q1: 27,951 shares 27,951 $398K 0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,930 shares; 2024Q4: 28,444 shares; 2025Q1: 13,815 shares; 2025Q2: 13,988 shares; 2025Q3: 14,162 shares; 2025Q4: 14,388 shares; 2026Q1: 7,606 shares 7,606 $388K 0.01% -6,782 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; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 1,222 shares; 2025Q1: 1,316 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 737 shares; 2026Q1: 737 shares 737 $353K 0.01% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,578 shares; 2025Q1: 6,893 shares; 2025Q2: 6,893 shares; 2025Q3: 2,073 shares; 2025Q4: 2,073 shares; 2026Q1: 2,998 shares 2,998 $320K 0.01% +925 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,586 shares; 2025Q1: 1,871 shares; 2025Q2: 1,873 shares; 2025Q3: 2,010 shares; 2025Q4: 1,455 shares; 2026Q1: 1,459 shares 1,459 $280K 0.01% +4 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,825 shares; 2025Q1: 15,083 shares; 2025Q2: 15,083 shares; 2025Q3: 4,688 shares; 2025Q4: 4,688 shares; 2026Q1: 5,708 shares 5,708 $277K 0.01% +1,020 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,144 shares; 2025Q1: 14,005 shares; 2025Q2: 14,005 shares; 2025Q3: 4,795 shares; 2025Q4: 4,032 shares; 2026Q1: 3,753 shares 3,753 $257K 0.01% -279 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,047 shares; 2026Q1: 10,047 shares 10,047 $228K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,136 shares; 2026Q1: 1,141 shares 1,141 $219K 0.01% +5 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; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,702 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,704 shares; 2025Q4: 4,325 shares; 2026Q1: 652 shares 652 $209K 0.01% -3,673 Timeline