NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 22,164,784 shares 22,164,784 $4.43B 98.68% -28,842 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: 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; 2026Q2: 56,156 shares 56,156 $9.22M 0.21% +144 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; 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; 2026Q2: 43,400 shares 43,400 $6.81M 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; 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; 2026Q2: 22,700 shares 22,700 $5.21M 0.12% -1,590 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; 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; 2026Q2: 15,232 shares 15,232 $5.19M 0.12% 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; 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; 2026Q2: 115,563 shares 115,563 $4.17M 0.09% -1,684 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: 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; 2026Q2: 4,758 shares 4,758 $3.56M 0.08% -36 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: 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; 2026Q2: 4,984 shares 4,984 $2.81M 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; 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; 2026Q2: 25,275 shares 25,275 $2.41M 0.05% +318 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 40,303 shares 40,303 $2.19M 0.05% 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: 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; 2026Q2: 21,109 shares 21,109 $1.63M 0.04% -298 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,760 shares; 2026Q1: 8,760 shares; 2026Q2: 8,760 shares 8,760 $1.62M 0.04% 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; 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; 2026Q2: 12,319 shares 12,319 $1.51M 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; 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; 2026Q2: 6,303 shares 6,303 $1.5M 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; 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; 2026Q2: 15,948 shares 15,948 $1.28M 0.03% +11,961 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,476 shares; 2026Q1: 8,476 shares; 2026Q2: 8,476 shares 8,476 $1.24M 0.03% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,775 shares 8,775 $1.2M 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264,729 shares; 2026Q1: 264,729 shares; 2026Q2: 264,729 shares 264,729 $1.07M 0.02% 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; 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; 2026Q2: 6,801 shares 6,801 $1.01M 0.02% -167 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,132 shares 7,132 $741K 0.02% -335 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,988 shares 8,988 $739K 0.02% -225 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: 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; 2026Q2: 1,571 shares 1,571 $476K 0.01% 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; 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; 2026Q2: 1,250 shares 1,250 $463K 0.01% +598 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,951 shares; 2026Q1: 27,951 shares; 2026Q2: 27,951 shares 27,951 $440K 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; 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; 2026Q2: 7,686 shares 7,686 $392K 0.01% +80 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: 592 shares; 2024Q4: 1,222 shares; 2025Q1: 1,316 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 737 shares; 2026Q1: 737 shares; 2026Q2: 737 shares 737 $369K 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; 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; 2026Q2: 3,466 shares 3,466 $368K 0.01% +468 Timeline ISTB 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: 7,825 shares; 2025Q1: 15,083 shares; 2025Q2: 15,083 shares; 2025Q3: 4,688 shares; 2025Q4: 4,688 shares; 2026Q1: 5,708 shares; 2026Q2: 6,738 shares 6,738 $325K 0.01% +1,030 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,461 shares 1,461 $321K 0.01% +2 Timeline ACWX 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: 8,144 shares; 2025Q1: 14,005 shares; 2025Q2: 14,005 shares; 2025Q3: 4,795 shares; 2025Q4: 4,032 shares; 2026Q1: 3,753 shares; 2026Q2: 3,947 shares 3,947 $300K 0.01% +194 Timeline DBX DROPBOX INC More: the full row for DROPBOX 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: 10,047 shares; 2026Q1: 10,047 shares; 2026Q2: 10,047 shares 10,047 $276K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,136 shares; 2026Q1: 1,141 shares; 2026Q2: 1,146 shares 1,146 $244K 0.01% +5 Timeline