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: 90,186 shares; 2024Q4: 87,321 shares; 2025Q1: 86,046 shares; 2025Q2: 80,947 shares; 2025Q3: 80,511 shares; 2025Q4: 80,860 shares; 2026Q1: 81,191 shares; 2026Q2: 78,831 shares 78,831 $39.4M 21.43% -2,360 Timeline SPTM 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: 166,679 shares; 2024Q4: 162,538 shares; 2025Q1: 77,668 shares; 2025Q2: 162,883 shares; 2025Q3: 161,149 shares; 2025Q4: 161,659 shares; 2026Q1: 165,710 shares; 2026Q2: 168,556 shares 168,556 $15.3M 8.31% +2,846 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: 61,559 shares; 2024Q4: 58,141 shares; 2025Q1: 56,385 shares; 2025Q2: 54,494 shares; 2025Q3: 53,392 shares; 2025Q4: 51,250 shares; 2026Q1: 50,749 shares; 2026Q2: 48,875 shares 48,875 $14.1M 7.68% -1,874 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: 36,648 shares; 2024Q4: 35,611 shares; 2025Q1: 35,703 shares; 2025Q2: 34,253 shares; 2025Q3: 33,714 shares; 2025Q4: 33,063 shares; 2026Q1: 33,120 shares; 2026Q2: 33,354 shares 33,354 $12.4M 6.76% +234 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: 36,003 shares; 2024Q4: 35,150 shares; 2025Q1: 36,517 shares; 2025Q2: 34,041 shares; 2025Q3: 32,114 shares; 2025Q4: 29,915 shares; 2026Q1: 29,612 shares; 2026Q2: 27,808 shares 27,808 $9.94M 5.4% -1,804 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,981 shares; 2024Q4: 161,430 shares; 2025Q1: 163,425 shares; 2025Q2: 158,562 shares; 2025Q3: 157,554 shares; 2025Q4: 233,105 shares; 2026Q1: 233,124 shares; 2026Q2: 232,348 shares 232,348 $9.9M 5.38% -776 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,873 shares; 2024Q4: 88,548 shares; 2025Q1: 88,566 shares; 2025Q2: 82,484 shares; 2025Q3: 80,058 shares; 2025Q4: 79,180 shares; 2026Q1: 78,760 shares; 2026Q2: 77,959 shares 77,959 $8.83M 4.79% -801 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: 25,196 shares; 2024Q4: 24,517 shares; 2025Q1: 24,350 shares; 2025Q2: 23,822 shares; 2025Q3: 24,017 shares; 2025Q4: 24,379 shares; 2026Q1: 27,378 shares; 2026Q2: 28,553 shares 28,553 $6.94M 3.77% +1,175 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,966 shares; 2024Q4: 93,627 shares; 2025Q1: 99,403 shares; 2025Q2: 105,616 shares; 2025Q3: 106,786 shares; 2025Q4: 109,553 shares; 2026Q1: 114,088 shares; 2026Q2: 120,510 shares 120,510 $6.07M 3.3% +6,422 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,475 shares; 2024Q4: 102,385 shares; 2025Q1: 137,065 shares; 2025Q2: 143,110 shares; 2025Q3: 144,770 shares; 2025Q4: 146,880 shares; 2026Q1: 144,420 shares; 2026Q2: 153,105 shares 153,105 $5.85M 3.18% +8,685 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,025 shares; 2024Q4: 76,630 shares; 2025Q1: 79,450 shares; 2025Q2: 78,206 shares; 2025Q3: 80,536 shares; 2025Q4: 73,966 shares; 2026Q1: 72,475 shares; 2026Q2: 71,315 shares 71,315 $5.5M 2.99% -1,160 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,652 shares; 2024Q4: 2,569 shares; 2025Q1: 2,588 shares; 2025Q2: 2,492 shares; 2025Q3: 2,536 shares; 2025Q4: 2,590 shares; 2026Q1: 2,635 shares; 2026Q2: 2,711 shares 2,711 $5.29M 2.88% +76 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: 538 shares; 2024Q4: 1,048 shares; 2025Q1: 1,477 shares; 2025Q2: 2,240 shares; 2025Q3: 2,472 shares; 2025Q4: 2,564 shares; 2026Q1: 2,554 shares; 2026Q2: 2,499 shares 2,499 $4.97M 2.7% -55 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,350 shares; 2024Q4: 72,947 shares; 2025Q1: 77,668 shares; 2025Q2: 79,044 shares; 2025Q3: 81,059 shares; 2025Q4: 84,538 shares; 2026Q1: 88,449 shares; 2026Q2: 93,634 shares 93,634 $4.85M 2.63% +5,185 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,194 shares; 2024Q4: 35,150 shares; 2025Q1: 87,485 shares; 2025Q2: 90,145 shares; 2025Q3: 86,698 shares; 2025Q4: 87,104 shares; 2026Q1: 90,308 shares; 2026Q2: 92,178 shares 92,178 $4.61M 2.5% +1,870 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: 11,976 shares; 2024Q4: 11,759 shares; 2025Q1: 11,639 shares; 2025Q2: 11,528 shares; 2025Q3: 11,376 shares; 2025Q4: 11,007 shares; 2026Q1: 10,551 shares; 2026Q2: 9,796 shares 9,796 $3.46M 1.88% -755 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: 27,146 shares; 2024Q4: 26,684 shares; 2025Q1: 26,600 shares; 2025Q2: 24,291 shares; 2025Q3: 23,737 shares; 2025Q4: 23,276 shares; 2026Q1: 22,178 shares; 2026Q2: 20,052 shares 20,052 $2.74M 1.49% -2,126 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 1,152 shares 1,152 $1.96M 1.06% new 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: 11,716 shares; 2024Q4: 11,716 shares; 2025Q1: 11,716 shares; 2025Q2: 11,716 shares; 2025Q3: 11,931 shares; 2025Q4: 11,871 shares; 2026Q1: 12,828 shares; 2026Q2: 13,688 shares 13,688 $1.81M 0.98% +860 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: not reported; 2025Q4: not reported; 2026Q1: 2,941 shares; 2026Q2: 2,740 shares 2,740 $1.59M 0.86% -201 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,002 shares; 2024Q4: 10,967 shares; 2025Q1: 10,872 shares; 2025Q2: 10,872 shares; 2025Q3: 10,827 shares; 2025Q4: 10,747 shares; 2026Q1: 10,747 shares; 2026Q2: 9,922 shares 9,922 $1.59M 0.86% -825 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: 2,751 shares; 2024Q4: 2,619 shares; 2025Q1: 2,524 shares; 2025Q2: 2,336 shares; 2025Q3: 2,241 shares; 2025Q4: 2,136 shares; 2026Q1: 2,120 shares; 2026Q2: 1,978 shares 1,978 $1.48M 0.8% -142 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,761 shares; 2024Q4: 34,852 shares; 2025Q1: 34,739 shares; 2025Q2: 33,561 shares; 2025Q3: 33,561 shares; 2025Q4: 33,037 shares; 2026Q1: 32,941 shares; 2026Q2: 30,907 shares 30,907 $1.39M 0.75% -2,034 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: 2,964 shares; 2024Q4: 3,709 shares; 2025Q1: 3,709 shares; 2025Q2: 3,859 shares; 2025Q3: 3,859 shares; 2025Q4: 3,859 shares; 2026Q1: 3,669 shares; 2026Q2: 3,669 shares 3,669 $1.37M 0.74% 0 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: 11,660 shares; 2024Q4: 11,035 shares; 2025Q1: 11,295 shares; 2025Q2: 10,755 shares; 2025Q3: 9,811 shares; 2025Q4: 9,110 shares; 2026Q1: 9,110 shares; 2026Q2: 8,913 shares 8,913 $1.31M 0.71% -197 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: 7,483 shares; 2025Q4: not reported; 2026Q1: 7,483 shares; 2026Q2: 7,671 shares 7,671 $1.26M 0.68% +188 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,391 shares; 2024Q4: 4,266 shares; 2025Q1: 4,266 shares; 2025Q2: 4,266 shares; 2025Q3: 4,146 shares; 2025Q4: 3,956 shares; 2026Q1: 3,871 shares; 2026Q2: 3,488 shares 3,488 $1.18M 0.64% -383 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; 2024Q3: 7,294 shares; 2024Q4: 7,294 shares; 2025Q1: 7,294 shares; 2025Q2: 7,244 shares; 2025Q3: 7,244 shares; 2025Q4: 7,244 shares; 2026Q1: 7,134 shares; 2026Q2: 6,509 shares 6,509 $1.18M 0.64% -625 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: 13,729 shares; 2024Q4: 13,729 shares; 2025Q1: 13,729 shares; 2025Q2: 13,809 shares; 2025Q3: 13,809 shares; 2025Q4: 13,539 shares; 2026Q1: 13,539 shares; 2026Q2: 13,539 shares 13,539 $1.16M 0.63% 0 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: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $646K 0.35% 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: 2,582 shares; 2024Q4: 2,551 shares; 2025Q1: 2,942 shares; 2025Q2: 1,823 shares; 2025Q3: 2,018 shares; 2025Q4: 2,120 shares; 2026Q1: 2,266 shares; 2026Q2: 2,436 shares 2,436 $581K 0.32% +170 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: 2,620 shares; 2024Q4: 2,616 shares; 2025Q1: 1,696 shares; 2025Q2: 1,696 shares; 2025Q3: 1,656 shares; 2025Q4: 1,586 shares; 2026Q1: 1,486 shares; 2026Q2: 1,486 shares 1,486 $550K 0.3% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,345 shares; 2024Q4: 10,445 shares; 2025Q1: 10,980 shares; 2025Q2: 9,975 shares; 2025Q3: 8,875 shares; 2025Q4: 8,855 shares; 2026Q1: 8,855 shares; 2026Q2: 8,695 shares 8,695 $517K 0.28% -160 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: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 2,005 shares; 2026Q2: 2,005 shares 2,005 $434K 0.24% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 616 shares 616 $423K 0.23% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 7,100 shares; 2026Q1: 7,100 shares; 2026Q2: 7,100 shares 7,100 $399K 0.22% 0 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: 3,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,668 shares; 2025Q3: 3,668 shares; 2025Q4: 3,668 shares; 2026Q1: 4,228 shares; 2026Q2: 4,528 shares 4,528 $373K 0.2% +300 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares; 2026Q2: 10,300 shares 10,300 $349K 0.19% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,451 shares; 2025Q3: 5,451 shares; 2025Q4: 5,351 shares; 2026Q1: 5,351 shares; 2026Q2: 4,801 shares 4,801 $345K 0.19% -550 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,671 shares; 2024Q4: 6,351 shares; 2025Q1: 5,861 shares; 2025Q2: 5,101 shares; 2025Q3: 5,101 shares; 2025Q4: 4,576 shares; 2026Q1: 4,576 shares; 2026Q2: 4,201 shares 4,201 $338K 0.18% -375 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED 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: 670 shares; 2026Q2: 875 shares 875 $298K 0.16% +205 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,847 shares; 2024Q4: 7,847 shares; 2025Q1: 7,535 shares; 2025Q2: 7,535 shares; 2025Q3: 7,330 shares; 2025Q4: 7,080 shares; 2026Q1: 7,080 shares; 2026Q2: 6,580 shares 6,580 $269K 0.15% -500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 346 shares; 2026Q1: not reported; 2026Q2: 346 shares 346 $255K 0.14% 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: 3,087 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares; 2025Q4: 3,087 shares; 2026Q1: 3,087 shares; 2026Q2: 3,087 shares 3,087 $251K 0.14% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,265 shares; 2024Q4: 3,216 shares; 2025Q1: 3,150 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,831 shares; 2026Q1: 2,831 shares; 2026Q2: 2,831 shares 2,831 $239K 0.13% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,162 shares; 2025Q3: 3,162 shares; 2025Q4: 3,162 shares; 2026Q1: 3,162 shares; 2026Q2: 3,162 shares 3,162 $202K 0.11% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $68.2K 0.04% 0 Timeline