IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,502 shares; 2024Q4: 281,080 shares; 2025Q1: 279,477 shares; 2025Q2: 258,153 shares; 2025Q3: 259,216 shares; 2025Q4: 295,328 shares; 2026Q1: 304,933 shares; 2026Q2: 313,184 shares 313,184 $235M 37.76% +8,251 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: 72,053 shares; 2024Q4: 72,256 shares; 2025Q1: 72,256 shares; 2025Q2: 72,205 shares; 2025Q3: 72,136 shares; 2025Q4: 72,316 shares; 2026Q1: 72,251 shares; 2026Q2: 72,251 shares 72,251 $54M 8.69% 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: 96,592 shares; 2024Q4: 92,947 shares; 2025Q1: 102,013 shares; 2025Q2: 101,975 shares; 2025Q3: 117,734 shares; 2025Q4: 270,550 shares; 2026Q1: 317,144 shares; 2026Q2: 328,745 shares 328,745 $31.8M 5.11% +11,601 Timeline XTN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223,948 shares; 2026Q2: 237,784 shares 237,784 $27.5M 4.43% +13,836 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544,903 shares; 2024Q4: 551,173 shares; 2025Q1: 532,410 shares; 2025Q2: 495,769 shares; 2025Q3: 347,444 shares; 2025Q4: 335,766 shares; 2026Q1: 326,561 shares; 2026Q2: 332,037 shares 332,037 $27.3M 4.39% +5,476 Timeline IHF 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: 315,903 shares; 2025Q4: 405,626 shares; 2026Q1: 444,622 shares; 2026Q2: 482,108 shares 482,108 $26.7M 4.29% +37,486 Timeline JPIE 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: 318,624 shares; 2025Q4: 463,201 shares; 2026Q1: 472,900 shares; 2026Q2: 485,022 shares 485,022 $22.3M 3.6% +12,122 Timeline VGSH 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: 189,758 shares; 2024Q4: 210,604 shares; 2025Q1: 125,161 shares; 2025Q2: 172,190 shares; 2025Q3: 189,826 shares; 2025Q4: 232,030 shares; 2026Q1: 297,186 shares; 2026Q2: 326,174 shares 326,174 $19M 3.06% +28,988 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: 83,758 shares; 2024Q4: 83,921 shares; 2025Q1: 82,335 shares; 2025Q2: 84,942 shares; 2025Q3: 86,430 shares; 2025Q4: 84,573 shares; 2026Q1: 78,410 shares; 2026Q2: 70,691 shares 70,691 $15.5M 2.5% -7,719 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,046 shares; 2024Q4: 111,561 shares; 2025Q1: 116,751 shares; 2025Q2: 117,301 shares; 2025Q3: 135,135 shares; 2025Q4: 144,664 shares; 2026Q1: 158,946 shares; 2026Q2: 164,237 shares 164,237 $15.3M 2.47% +5,291 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,692 shares; 2024Q4: 85,692 shares; 2025Q1: 85,692 shares; 2025Q2: 85,692 shares; 2025Q3: 85,699 shares; 2025Q4: 85,699 shares; 2026Q1: 85,699 shares; 2026Q2: 85,698 shares 85,698 $11.8M 1.9% -1 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: 93,622 shares; 2024Q4: 93,427 shares; 2025Q1: 74,381 shares; 2025Q2: 58,311 shares; 2025Q3: 59,202 shares; 2025Q4: 58,767 shares; 2026Q1: 58,125 shares; 2026Q2: 58,581 shares 58,581 $11.7M 1.89% +456 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: 26,213 shares; 2024Q4: 26,213 shares; 2025Q1: 26,243 shares; 2025Q2: 26,243 shares; 2025Q3: 26,297 shares; 2025Q4: 25,857 shares; 2026Q1: 26,543 shares; 2026Q2: 26,428 shares 26,428 $9.44M 1.52% -115 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: 16,190 shares; 2024Q4: 16,190 shares; 2025Q1: 16,190 shares; 2025Q2: 16,190 shares; 2025Q3: 16,714 shares; 2025Q4: 16,714 shares; 2026Q1: 16,714 shares; 2026Q2: 103,752 shares 103,752 $8.94M 1.44% +87,038 Timeline DFIS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246,108 shares 246,108 $8.62M 1.39% new 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: 28,541 shares; 2024Q4: 27,542 shares; 2025Q1: 27,447 shares; 2025Q2: 14,749 shares; 2025Q3: 15,161 shares; 2025Q4: 14,964 shares; 2026Q1: 11,911 shares; 2026Q2: 11,911 shares 11,911 $8.18M 1.32% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD 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: 88,709 shares; 2025Q4: 92,679 shares; 2026Q1: 93,799 shares; 2026Q2: 95,869 shares 95,869 $7.61M 1.23% +2,070 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: 19,353 shares; 2024Q4: 19,118 shares; 2025Q1: 17,616 shares; 2025Q2: 15,775 shares; 2025Q3: 17,606 shares; 2025Q4: 17,343 shares; 2026Q1: 17,705 shares; 2026Q2: 17,961 shares 17,961 $5.2M 0.84% +256 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: 103,294 shares; 2024Q4: 99,395 shares; 2025Q1: 98,220 shares; 2025Q2: 98,667 shares; 2025Q3: 86,224 shares; 2025Q4: 92,832 shares; 2026Q1: 91,627 shares; 2026Q2: 99,015 shares 99,015 $5.01M 0.81% +7,388 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: 6,991 shares; 2024Q4: 6,991 shares; 2025Q1: 6,991 shares; 2025Q2: 6,991 shares; 2025Q3: 7,045 shares; 2025Q4: 6,991 shares; 2026Q1: 6,993 shares; 2026Q2: 27,972 shares 27,972 $3.47M 0.56% +20,979 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,509 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $3.17M 0.51% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,231 shares; 2025Q4: 66,203 shares; 2026Q1: 88,132 shares; 2026Q2: 92,524 shares 92,524 $3.08M 0.5% +4,392 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN 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: 41,005 shares; 2025Q4: 43,574 shares; 2026Q1: 57,121 shares; 2026Q2: 60,029 shares 60,029 $3.06M 0.49% +2,908 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: 7,560 shares; 2024Q4: 7,560 shares; 2025Q1: 7,560 shares; 2025Q2: 7,560 shares; 2025Q3: 7,560 shares; 2025Q4: 7,958 shares; 2026Q1: 7,620 shares; 2026Q2: 7,906 shares 7,906 $2.79M 0.45% +286 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: 5,420 shares; 2024Q4: 5,990 shares; 2025Q1: 6,715 shares; 2025Q2: 6,715 shares; 2025Q3: 6,715 shares; 2025Q4: 6,535 shares; 2026Q1: 6,535 shares; 2026Q2: 6,930 shares 6,930 $2.62M 0.42% +395 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,719 shares; 2024Q4: 7,719 shares; 2025Q1: 9,232 shares; 2025Q2: 9,232 shares; 2025Q3: 9,232 shares; 2025Q4: 9,158 shares; 2026Q1: 8,648 shares; 2026Q2: 5,813 shares 5,813 $2.51M 0.4% -2,835 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,766 shares; 2024Q4: 9,766 shares; 2025Q1: 9,766 shares; 2025Q2: 9,766 shares; 2025Q3: 10,069 shares; 2025Q4: 9,970 shares; 2026Q1: 9,764 shares; 2026Q2: 9,764 shares 9,764 $2.37M 0.38% 0 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: 7,790 shares; 2024Q4: 7,790 shares; 2025Q1: 7,790 shares; 2025Q2: 7,790 shares; 2025Q3: 7,790 shares; 2025Q4: 8,055 shares; 2026Q1: 6,187 shares; 2026Q2: 6,187 shares 6,187 $2.28M 0.37% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,436 shares; 2024Q4: 20,982 shares; 2025Q1: 20,337 shares; 2025Q2: 19,191 shares; 2025Q3: 18,654 shares; 2025Q4: 15,010 shares; 2026Q1: 15,010 shares; 2026Q2: 15,010 shares 15,010 $2.17M 0.35% 0 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: 6,266 shares; 2024Q4: 6,669 shares; 2025Q1: 6,506 shares; 2025Q2: 6,506 shares; 2025Q3: 6,506 shares; 2025Q4: 3,671 shares; 2026Q1: 3,671 shares; 2026Q2: 3,671 shares 3,671 $2.13M 0.34% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,043 shares; 2024Q4: 5,043 shares; 2025Q1: 5,258 shares; 2025Q2: 5,258 shares; 2025Q3: 5,188 shares; 2025Q4: 11,038 shares; 2026Q1: 10,986 shares; 2026Q2: 10,986 shares 10,986 $2.09M 0.34% 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: 24,837 shares; 2024Q4: 24,837 shares; 2025Q1: 24,837 shares; 2025Q2: 24,837 shares; 2025Q3: 25,407 shares; 2025Q4: 25,407 shares; 2026Q1: 24,445 shares; 2026Q2: 24,445 shares 24,445 $1.88M 0.3% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,030 shares; 2025Q2: 104,755 shares; 2025Q3: 14,521 shares; 2025Q4: 12,166 shares; 2026Q1: 11,877 shares; 2026Q2: 11,867 shares 11,867 $1.88M 0.3% -10 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: 3,275 shares; 2024Q4: 3,387 shares; 2025Q1: 3,319 shares; 2025Q2: 3,309 shares; 2025Q3: 3,243 shares; 2025Q4: 3,057 shares; 2026Q1: 3,067 shares; 2026Q2: 3,269 shares 3,269 $1.84M 0.3% +202 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: 6,216 shares; 2024Q4: 6,368 shares; 2025Q1: 5,609 shares; 2025Q2: 4,356 shares; 2025Q3: 4,522 shares; 2025Q4: 4,725 shares; 2026Q1: 4,490 shares; 2026Q2: 4,774 shares 4,774 $1.78M 0.29% +284 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,707 shares; 2024Q4: 10,567 shares; 2025Q1: 11,967 shares; 2025Q2: 11,967 shares; 2025Q3: 12,278 shares; 2025Q4: 12,358 shares; 2026Q1: 9,858 shares; 2026Q2: 5,661 shares 5,661 $1.69M 0.27% -4,197 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: 4,270 shares; 2024Q4: 4,270 shares; 2025Q1: 4,270 shares; 2025Q2: 4,270 shares; 2025Q3: 5,222 shares; 2025Q4: 5,754 shares; 2026Q1: 5,485 shares; 2026Q2: 5,809 shares 5,809 $1.38M 0.22% +324 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,602 shares; 2025Q3: 16,602 shares; 2025Q4: 21,805 shares; 2026Q1: 21,805 shares; 2026Q2: 22,080 shares 22,080 $1.29M 0.21% +275 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,575 shares; 2024Q4: 7,575 shares; 2025Q1: 7,450 shares; 2025Q2: 7,450 shares; 2025Q3: 7,498 shares; 2025Q4: 8,031 shares; 2026Q1: 7,785 shares; 2026Q2: 11,220 shares 11,220 $1.28M 0.21% +3,435 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: 576 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $1.22M 0.2% 0 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: 2,514 shares; 2024Q4: 2,409 shares; 2025Q1: 2,409 shares; 2025Q2: 2,513 shares; 2025Q3: 2,631 shares; 2025Q4: 2,614 shares; 2026Q1: 2,653 shares; 2026Q2: 2,653 shares 2,653 $1.12M 0.18% 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: not reported; 2024Q4: 3,907 shares; 2025Q1: 3,907 shares; 2025Q2: 3,896 shares; 2025Q3: 3,977 shares; 2025Q4: 3,751 shares; 2026Q1: 3,751 shares; 2026Q2: 3,856 shares 3,856 $981K 0.16% +105 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: 612 shares; 2024Q4: 612 shares; 2025Q1: 593 shares; 2025Q2: 2,151 shares; 2025Q3: 2,375 shares; 2025Q4: 2,215 shares; 2026Q1: 2,353 shares; 2026Q2: 2,353 shares 2,353 $978K 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: 11,112 shares; 2024Q4: 11,112 shares; 2025Q1: 10,928 shares; 2025Q2: 10,928 shares; 2025Q3: 11,067 shares; 2025Q4: 10,805 shares; 2026Q1: 10,805 shares; 2026Q2: 10,635 shares 10,635 $976K 0.16% -170 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,474 shares; 2024Q4: 26,474 shares; 2025Q1: 26,474 shares; 2025Q2: 26,474 shares; 2025Q3: 18,811 shares; 2025Q4: 16,121 shares; 2026Q1: 16,121 shares; 2026Q2: 12,771 shares 12,771 $968K 0.16% -3,350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,066 shares; 2026Q2: 10,216 shares 10,216 $943K 0.15% +150 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,639 shares; 2024Q4: 48,650 shares; 2025Q1: 48,650 shares; 2025Q2: 48,650 shares; 2025Q3: 25,163 shares; 2025Q4: 25,163 shares; 2026Q1: 25,163 shares; 2026Q2: 25,163 shares 25,163 $837K 0.13% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 1,668 shares; 2026Q2: 1,668 shares 1,668 $836K 0.13% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,810 shares; 2024Q4: 2,909 shares; 2025Q1: 2,957 shares; 2025Q2: 2,957 shares; 2025Q3: 3,116 shares; 2025Q4: 3,116 shares; 2026Q1: 3,116 shares; 2026Q2: 3,116 shares 3,116 $811K 0.13% 0 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,740 shares; 2024Q4: 10,740 shares; 2025Q1: 10,740 shares; 2025Q2: 10,740 shares; 2025Q3: 10,740 shares; 2025Q4: 10,740 shares; 2026Q1: 10,740 shares; 2026Q2: 10,740 shares 10,740 $808K 0.13% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,576 shares; 2024Q4: 6,576 shares; 2025Q1: 6,576 shares; 2025Q2: 6,576 shares; 2025Q3: 6,576 shares; 2025Q4: 6,456 shares; 2026Q1: 6,456 shares; 2026Q2: 6,456 shares 6,456 $760K 0.12% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 1 shares 1 $749K 0.12% -1 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,568 shares; 2024Q4: 1,568 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,582 shares; 2025Q4: 1,568 shares; 2026Q1: 1,568 shares; 2026Q2: 1,568 shares 1,568 $720K 0.12% 0 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: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 10,050 shares; 2026Q1: 10,070 shares; 2026Q2: 10,070 shares 10,070 $719K 0.12% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,746 shares 5,746 $703K 0.11% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,933 shares; 2026Q1: 2,208 shares; 2026Q2: 4,785 shares 4,785 $701K 0.11% +2,577 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,774 shares; 2024Q4: 4,394 shares; 2025Q1: 4,394 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,969 shares; 2026Q2: 13,969 shares 13,969 $688K 0.11% 0 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: not reported; 2024Q4: 687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,287 shares 4,287 $672K 0.11% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,593 shares; 2024Q4: 10,593 shares; 2025Q1: 13,043 shares; 2025Q2: 13,043 shares; 2025Q3: 13,044 shares; 2025Q4: 8,693 shares; 2026Q1: 4,102 shares; 2026Q2: 1,676 shares 1,676 $561K 0.09% -2,426 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: not reported; 2026Q1: not reported; 2026Q2: 3,828 shares 3,828 $560K 0.09% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY 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: 7,680 shares; 2025Q4: 7,680 shares; 2026Q1: 7,680 shares; 2026Q2: 7,852 shares 7,852 $536K 0.09% +172 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,873 shares; 2024Q4: 4,873 shares; 2025Q1: 4,769 shares; 2025Q2: 4,769 shares; 2025Q3: 4,769 shares; 2025Q4: 3,988 shares; 2026Q1: 3,988 shares; 2026Q2: 3,988 shares 3,988 $472K 0.08% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,042 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,200 shares 5,200 $471K 0.08% new 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: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,740 shares; 2026Q1: 2,578 shares; 2026Q2: 2,055 shares 2,055 $467K 0.08% -523 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: 2,099 shares; 2024Q4: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares; 2025Q3: 2,373 shares; 2025Q4: 2,373 shares; 2026Q1: 2,373 shares; 2026Q2: 2,373 shares 2,373 $446K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,475 shares; 2026Q1: 2,475 shares; 2026Q2: 2,295 shares 2,295 $377K 0.06% -180 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 718 shares; 2025Q4: 3,890 shares; 2026Q1: 3,750 shares; 2026Q2: 3,750 shares 3,750 $372K 0.06% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,422 shares; 2025Q3: 24,195 shares; 2025Q4: 24,195 shares; 2026Q1: 24,195 shares; 2026Q2: 27,215 shares 27,215 $364K 0.06% +3,020 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: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,947 shares; 2026Q1: 1,947 shares; 2026Q2: 1,489 shares 1,489 $352K 0.06% -458 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: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 608 shares; 2026Q2: 677 shares 677 $348K 0.06% +69 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,441 shares; 2024Q4: 4,441 shares; 2025Q1: 4,441 shares; 2025Q2: 4,441 shares; 2025Q3: 4,441 shares; 2025Q4: 4,441 shares; 2026Q1: 4,441 shares; 2026Q2: 4,441 shares 4,441 $346K 0.06% 0 Timeline FVC 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: 7,787 shares; 2024Q4: 7,787 shares; 2025Q1: 7,787 shares; 2025Q2: 7,787 shares; 2025Q3: 7,787 shares; 2025Q4: 7,787 shares; 2026Q1: 7,787 shares; 2026Q2: 7,787 shares 7,787 $341K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219 shares; 2026Q1: 219 shares; 2026Q2: 281 shares 281 $337K 0.05% +62 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,027 shares; 2024Q4: 5,027 shares; 2025Q1: 5,027 shares; 2025Q2: 5,027 shares; 2025Q3: 5,027 shares; 2025Q4: 5,027 shares; 2026Q1: 5,027 shares; 2026Q2: 5,027 shares 5,027 $293K 0.05% 0 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: not reported; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares; 2026Q2: 1,436 shares 1,436 $272K 0.04% +274 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD 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: 1,144 shares; 2026Q2: 1,144 shares 1,144 $272K 0.04% 0 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: 1,853 shares 1,853 $259K 0.04% new Timeline VBR 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: 1,004 shares 1,004 $244K 0.04% new Timeline RDVY 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: 2,963 shares; 2026Q1: 2,963 shares; 2026Q2: 2,963 shares 2,963 $240K 0.04% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: not reported; 2026Q2: 920 shares 920 $237K 0.04% new 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: not reported; 2026Q2: 328 shares 328 $237K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,566 shares; 2026Q1: 2,566 shares; 2026Q2: 2,438 shares 2,438 $233K 0.04% -128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 707 shares 707 $231K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,983 shares; 2026Q1: 1,983 shares; 2026Q2: 1,983 shares 1,983 $218K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 594 shares 594 $204K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO 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: 941 shares; 2025Q4: 941 shares; 2026Q1: not reported; 2026Q2: 941 shares 941 $204K 0.03% new Timeline AMPY AMPLIFY ENERGY CORP NEW More: the full row for AMPLIFY ENERGY CORP NEW 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: 34,500 shares; 2026Q1: 34,500 shares; 2026Q2: 34,500 shares 34,500 $137K 0.02% 0 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS 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: 27,000 shares; 2026Q1: 27,000 shares; 2026Q2: 27,000 shares 27,000 $55.4K 0.01% 0 Timeline LPSN LIVEPERSON INC More: the full row for LIVEPERSON 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: 23,332 shares; 2026Q1: 23,332 shares; 2026Q2: 23,332 shares 23,332 $44.3K 0.01% 0 Timeline ASTL ALGOMA STL GROUP INC More: the full row for ALGOMA STL GROUP 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $40.5K 0.01% 0 Timeline