VONE 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: 214,132 shares; 2024Q4: 211,972 shares; 2025Q1: 225,103 shares; 2025Q2: 218,984 shares; 2025Q3: 229,263 shares; 2025Q4: 238,010 shares; 2026Q1: 240,752 shares; 2026Q2: 244,063 shares 244,063 $82.7M 36.4% +3,311 Timeline VEU 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: 690,431 shares; 2024Q4: 692,296 shares; 2025Q1: 730,944 shares; 2025Q2: 750,406 shares; 2025Q3: 769,900 shares; 2025Q4: 795,236 shares; 2026Q1: 818,248 shares; 2026Q2: 826,889 shares 826,889 $69.3M 30.49% +8,641 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: 21,936 shares; 2024Q4: 21,802 shares; 2025Q1: 21,544 shares; 2025Q2: 24,555 shares; 2025Q3: 23,712 shares; 2025Q4: 23,712 shares; 2026Q1: 24,134 shares; 2026Q2: 23,825 shares 23,825 $16.4M 7.2% -309 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: 13,082 shares; 2024Q4: 12,846 shares; 2025Q1: 12,763 shares; 2025Q2: 12,817 shares; 2025Q3: 12,492 shares; 2025Q4: 12,399 shares; 2026Q1: 12,253 shares; 2026Q2: 12,150 shares 12,150 $9.1M 4.01% -103 Timeline VSS 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: 37,998 shares; 2024Q4: 37,946 shares; 2025Q1: 39,992 shares; 2025Q2: 40,381 shares; 2025Q3: 39,376 shares; 2025Q4: 40,378 shares; 2026Q1: 41,620 shares; 2026Q2: 41,063 shares 41,063 $6.34M 2.79% -557 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: 62,858 shares; 2024Q4: 60,402 shares; 2025Q1: 59,629 shares; 2025Q2: 58,817 shares; 2025Q3: 58,316 shares; 2025Q4: 58,263 shares; 2026Q1: 57,567 shares; 2026Q2: 56,815 shares 56,815 $5.9M 2.6% -752 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: 13,638 shares; 2024Q4: 13,832 shares; 2025Q1: 17,103 shares; 2025Q2: 16,739 shares; 2025Q3: 15,710 shares; 2025Q4: 15,073 shares; 2026Q1: 15,045 shares; 2026Q2: 14,034 shares 14,034 $4.06M 1.79% -1,011 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,737 shares; 2024Q4: 30,292 shares; 2025Q1: 32,683 shares; 2025Q2: 25,494 shares; 2025Q3: 26,517 shares; 2025Q4: 27,813 shares; 2026Q1: 28,842 shares; 2026Q2: 28,781 shares 28,781 $3.96M 1.74% -61 Timeline SCHX 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: 44,012 shares; 2024Q4: 122,012 shares; 2025Q1: 119,913 shares; 2025Q2: 118,752 shares; 2025Q3: 116,483 shares; 2025Q4: 126,843 shares; 2026Q1: 125,913 shares; 2026Q2: 125,644 shares 125,644 $3.7M 1.63% -269 Timeline VV 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: 9,371 shares; 2026Q2: 9,884 shares 9,884 $3.4M 1.5% +513 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: 8,899 shares; 2024Q4: 8,899 shares; 2025Q1: 8,899 shares; 2025Q2: 8,894 shares; 2025Q3: 15,444 shares; 2025Q4: 8,768 shares; 2026Q1: 21,037 shares; 2026Q2: 22,257 shares 22,257 $1.9M 0.84% +1,220 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,548 shares; 2024Q4: 24,417 shares; 2025Q1: 24,417 shares; 2025Q2: 24,417 shares; 2025Q3: 24,417 shares; 2025Q4: 24,710 shares; 2026Q1: 24,576 shares; 2026Q2: 24,576 shares 24,576 $1.75M 0.77% 0 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: 4,494 shares; 2024Q4: 4,494 shares; 2025Q1: 8,400 shares; 2025Q2: 7,360 shares; 2025Q3: 7,360 shares; 2025Q4: 7,346 shares; 2026Q1: 7,394 shares; 2026Q2: 7,430 shares 7,430 $1.49M 0.65% +36 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: 3,688 shares; 2024Q4: 3,442 shares; 2025Q1: 3,442 shares; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares; 2025Q4: 3,722 shares; 2026Q1: 3,724 shares; 2026Q2: 3,759 shares 3,759 $1.39M 0.61% +35 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: 2,897 shares; 2024Q4: 2,859 shares; 2025Q1: 2,991 shares; 2025Q2: 2,926 shares; 2025Q3: 3,210 shares; 2025Q4: 3,212 shares; 2026Q1: 3,228 shares; 2026Q2: 3,149 shares 3,149 $1.17M 0.52% -79 Timeline VTWO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,575 shares; 2025Q3: 9,506 shares; 2025Q4: 9,506 shares; 2026Q1: 9,476 shares; 2026Q2: 9,471 shares 9,471 $1.15M 0.51% -5 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: 2,892 shares; 2024Q4: 3,152 shares; 2025Q1: 4,627 shares; 2025Q2: 4,550 shares; 2025Q3: 4,550 shares; 2025Q4: 4,411 shares; 2026Q1: 4,522 shares; 2026Q2: 4,186 shares 4,186 $998K 0.44% -336 Timeline SCHF 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: 25,020 shares; 2024Q4: 28,558 shares; 2025Q1: 28,558 shares; 2025Q2: 28,558 shares; 2025Q3: 28,556 shares; 2025Q4: 35,335 shares; 2026Q1: 35,335 shares; 2026Q2: 35,335 shares 35,335 $979K 0.43% 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; 2024Q3: 3,456 shares; 2024Q4: 3,577 shares; 2025Q1: 3,706 shares; 2025Q2: 3,791 shares; 2025Q3: 3,953 shares; 2025Q4: 3,968 shares; 2026Q1: 4,147 shares; 2026Q2: 4,226 shares 4,226 $663K 0.29% +79 Timeline BND 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: 258,176 shares; 2024Q4: 236,627 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,310 shares; 2026Q1: 9,310 shares; 2026Q2: 8,936 shares 8,936 $656K 0.29% -374 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: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,489 shares; 2025Q2: 1,347 shares; 2025Q3: 1,264 shares; 2025Q4: 1,262 shares; 2026Q1: 1,234 shares; 2026Q2: 7,404 shares 7,404 $638K 0.28% +6,170 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: 2,309 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,255 shares; 2026Q2: 1,755 shares 1,755 $627K 0.28% -500 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON 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: 4,044 shares; 2025Q4: 3,818 shares; 2026Q1: 3,818 shares; 2026Q2: 3,683 shares 3,683 $610K 0.27% -135 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: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,341 shares; 2026Q1: 1,447 shares; 2026Q2: 1,506 shares 1,506 $532K 0.23% +59 Timeline SPYM 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: 19,980 shares; 2024Q4: 19,444 shares; 2025Q1: 19,444 shares; 2025Q2: 19,444 shares; 2025Q3: 5,822 shares; 2025Q4: 6,096 shares; 2026Q1: 5,974 shares; 2026Q2: 5,974 shares 5,974 $525K 0.23% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,339 shares; 2026Q2: 1,339 shares 1,339 $500K 0.22% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: not reported; 2026Q1: 1,098 shares; 2026Q2: 1,098 shares 1,098 $481K 0.21% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,645 shares; 2024Q4: 1,634 shares; 2025Q1: 1,644 shares; 2025Q2: 1,645 shares; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares; 2026Q1: 1,550 shares; 2026Q2: 1,532 shares 1,532 $460K 0.2% -18 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares; 2025Q4: 1,174 shares; 2026Q1: 1,174 shares; 2026Q2: 1,514 shares 1,514 $426K 0.19% +340 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: 1,391 shares; 2024Q4: 1,341 shares; 2025Q1: 1,346 shares; 2025Q2: 1,346 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares; 2026Q1: 1,308 shares; 2026Q2: 1,392 shares 1,392 $422K 0.19% +84 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares; 2026Q2: 1,620 shares 1,620 $409K 0.18% 0 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: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,147 shares; 2026Q1: 1,169 shares; 2026Q2: 1,225 shares 1,225 $401K 0.18% +56 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: not reported; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 329 shares; 2026Q2: 329 shares 329 $387K 0.17% 0 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: 632 shares; 2024Q4: 632 shares; 2025Q1: 697 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 485 shares; 2026Q1: 695 shares; 2026Q2: 725 shares 725 $363K 0.16% +30 Timeline SCHA 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: 5,496 shares; 2024Q4: 8,734 shares; 2025Q1: 8,734 shares; 2025Q2: 8,734 shares; 2025Q3: 8,732 shares; 2025Q4: 9,764 shares; 2026Q1: 9,113 shares; 2026Q2: 9,113 shares 9,113 $329K 0.14% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $312K 0.14% new Timeline SCHE 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: 15,090 shares; 2024Q4: not reported; 2025Q1: 7,271 shares; 2025Q2: 7,271 shares; 2025Q3: 7,271 shares; 2025Q4: 8,388 shares; 2026Q1: 8,388 shares; 2026Q2: 8,388 shares 8,388 $304K 0.13% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 850 shares 850 $300K 0.13% -250 Timeline TPG TPG INC More: the full row for TPG 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: 7,160 shares; 2026Q1: 7,160 shares; 2026Q2: 7,160 shares 7,160 $290K 0.13% 0 Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,029 shares; 2025Q3: 29,229 shares; 2025Q4: 42,229 shares; 2026Q1: 55,029 shares; 2026Q2: 55,029 shares 55,029 $275K 0.12% 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: 927 shares; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 818 shares; 2026Q2: 3,266 shares 3,266 $263K 0.12% +2,448 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 2,127 shares; 2025Q4: not reported; 2026Q1: 2,127 shares; 2026Q2: 2,127 shares 2,127 $239K 0.11% 0 Timeline GRVY GRAVITY CO LTD More: the full row for GRAVITY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,004 shares; 2025Q1: 5,500 shares; 2025Q2: 4,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $235K 0.1% 0 Timeline WMT WALMART INC More: the full row for WALMART 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: 1,914 shares; 2026Q1: 1,926 shares; 2026Q2: 1,914 shares 1,914 $217K 0.1% -12 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 774 shares; 2025Q3: 613 shares; 2025Q4: 613 shares; 2026Q1: not reported; 2026Q2: 613 shares 613 $203K 0.09% new Timeline KURA KURA ONCOLOGY INC More: the full row for KURA ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 12,000 shares; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares 18,000 $197K 0.09% 0 Timeline EVC ENTRAVISION COMMUNICATIONS C More: the full row for ENTRAVISION COMMUNICATIONS C 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: 10,500 shares 10,500 $137K 0.06% new Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN 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: 20,000 shares; 2025Q4: 21,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $114K 0.05% 0 Timeline OTLK OUTLOOK THERAPEUTICS INC More: the full row for OUTLOOK THERAPEUTICS 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: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $31.8K 0.01% 0 Timeline