IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,180 shares; 2024Q4: 363,952 shares; 2025Q1: 359,205 shares; 2025Q2: 363,453 shares; 2025Q3: 353,823 shares; 2025Q4: 336,363 shares; 2026Q1: 338,159 shares; 2026Q2: 336,974 shares 336,974 $46.3M 27.41% -1,185 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: 177,819 shares; 2024Q4: 173,218 shares; 2025Q1: 174,724 shares; 2025Q2: 177,796 shares; 2025Q3: 184,882 shares; 2025Q4: 181,515 shares; 2026Q1: 182,167 shares; 2026Q2: 184,393 shares 184,393 $41.9M 24.76% +2,226 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,483 shares; 2024Q4: 39,740 shares; 2025Q1: 38,900 shares; 2025Q2: 48,611 shares; 2025Q3: 49,113 shares; 2025Q4: 47,753 shares; 2026Q1: 53,429 shares; 2026Q2: 56,830 shares 56,830 $8.4M 4.97% +3,401 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,547 shares; 2024Q4: 22,164 shares; 2025Q1: 22,269 shares; 2025Q2: 27,468 shares; 2025Q3: 38,271 shares; 2025Q4: 37,323 shares; 2026Q1: 36,972 shares; 2026Q2: 35,378 shares 35,378 $7.83M 4.63% -1,594 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,480 shares; 2024Q4: 16,660 shares; 2025Q1: 16,403 shares; 2025Q2: 20,000 shares; 2025Q3: 19,140 shares; 2025Q4: 18,438 shares; 2026Q1: 18,106 shares; 2026Q2: 17,660 shares 17,660 $6.96M 4.11% -446 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,565 shares; 2024Q4: 67,365 shares; 2025Q1: 68,097 shares; 2025Q2: 64,032 shares; 2025Q3: 63,426 shares; 2025Q4: 61,649 shares; 2026Q1: 59,883 shares; 2026Q2: 56,362 shares 56,362 $3.86M 2.28% -3,521 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: 29,672 shares; 2024Q4: 28,590 shares; 2025Q1: 31,997 shares; 2025Q2: 26,991 shares; 2025Q3: 20,408 shares; 2025Q4: 25,396 shares; 2026Q1: 36,115 shares; 2026Q2: 46,093 shares 46,093 $3.79M 2.24% +9,978 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: 16,378 shares; 2024Q4: 15,085 shares; 2025Q1: 15,088 shares; 2025Q2: 15,069 shares; 2025Q3: 15,069 shares; 2025Q4: 14,670 shares; 2026Q1: 13,810 shares; 2026Q2: 13,048 shares 13,048 $3.78M 2.23% -762 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,712 shares; 2024Q4: 64,001 shares; 2025Q1: 62,121 shares; 2025Q2: 59,420 shares; 2025Q3: 57,215 shares; 2025Q4: 54,222 shares; 2026Q1: 52,753 shares; 2026Q2: 48,810 shares 48,810 $3.74M 2.21% -3,943 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: 4,146 shares; 2025Q1: 82,924 shares; 2025Q2: 88,910 shares; 2025Q3: 92,921 shares; 2025Q4: 75,629 shares; 2026Q1: 97,118 shares; 2026Q2: 108,535 shares 108,535 $3.61M 2.14% +11,417 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: 6,250 shares; 2024Q4: 6,249 shares; 2025Q1: 6,248 shares; 2025Q2: 6,189 shares; 2025Q3: 6,176 shares; 2025Q4: 6,146 shares; 2026Q1: 6,148 shares; 2026Q2: 6,138 shares 6,138 $3.07M 1.82% -10 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,389 shares; 2024Q4: 19,402 shares; 2025Q1: 19,385 shares; 2025Q2: 21,971 shares; 2025Q3: 23,062 shares; 2025Q4: 22,699 shares; 2026Q1: 24,515 shares; 2026Q2: 24,932 shares 24,932 $2.93M 1.73% +417 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,007 shares; 2024Q4: 26,029 shares; 2025Q1: 25,361 shares; 2025Q2: 24,672 shares; 2025Q3: 24,181 shares; 2025Q4: 23,116 shares; 2026Q1: 23,063 shares; 2026Q2: 21,738 shares 21,738 $2.71M 1.6% -1,325 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: 6,294 shares; 2024Q4: 6,294 shares; 2025Q1: 6,138 shares; 2025Q2: 6,139 shares; 2025Q3: 6,140 shares; 2025Q4: 5,886 shares; 2026Q1: 5,686 shares; 2026Q2: 5,919 shares 5,919 $2.12M 1.25% +233 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,618 shares; 2024Q4: 59,016 shares; 2025Q1: 62,416 shares; 2025Q2: 62,435 shares; 2025Q3: 65,208 shares; 2025Q4: 72,357 shares; 2026Q1: 76,201 shares; 2026Q2: 78,232 shares 78,232 $1.98M 1.17% +2,031 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,983 shares; 2024Q4: 16,740 shares; 2025Q1: 16,755 shares; 2025Q2: 16,214 shares; 2025Q3: 16,238 shares; 2025Q4: 15,940 shares; 2026Q1: 15,980 shares; 2026Q2: 15,201 shares 15,201 $1.55M 0.92% -779 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,989 shares; 2024Q4: 24,413 shares; 2025Q1: 24,654 shares; 2025Q2: 29,433 shares; 2025Q3: 29,071 shares; 2025Q4: 27,845 shares; 2026Q1: 27,516 shares; 2026Q2: 25,534 shares 25,534 $1.45M 0.85% -1,982 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY 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: 1,000 shares 1,000 $1.15M 0.68% new Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,539 shares; 2024Q4: 49,217 shares; 2025Q1: 49,573 shares; 2025Q2: 48,785 shares; 2025Q3: 49,608 shares; 2025Q4: 48,060 shares; 2026Q1: 48,253 shares; 2026Q2: 41,619 shares 41,619 $1.15M 0.68% -6,634 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: 3,598 shares; 2024Q4: 3,925 shares; 2025Q1: 3,598 shares; 2025Q2: 3,684 shares; 2025Q3: 3,446 shares; 2025Q4: 3,351 shares; 2026Q1: 2,833 shares; 2026Q2: 2,770 shares 2,770 $1.03M 0.61% -63 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 33,514 shares; 2026Q1: 26,397 shares; 2026Q2: 38,858 shares 38,858 $1.01M 0.6% +12,461 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: 3,703 shares; 2024Q4: 3,703 shares; 2025Q1: 3,647 shares; 2025Q2: 3,649 shares; 2025Q3: 3,473 shares; 2025Q4: 3,245 shares; 2026Q1: 2,544 shares; 2026Q2: 2,801 shares 2,801 $990K 0.59% +257 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,758 shares; 2024Q4: 15,317 shares; 2025Q1: 16,244 shares; 2025Q2: 18,785 shares; 2025Q3: 22,178 shares; 2025Q4: 29,225 shares; 2026Q1: 34,706 shares; 2026Q2: 40,341 shares 40,341 $879K 0.52% +5,635 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,364 shares; 2024Q4: 14,893 shares; 2025Q1: 18,833 shares; 2025Q2: 19,504 shares; 2025Q3: 21,874 shares; 2025Q4: 27,893 shares; 2026Q1: 30,014 shares; 2026Q2: 32,213 shares 32,213 $746K 0.44% +2,199 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 546 shares 546 $641K 0.38% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,639 shares; 2025Q4: 2,644 shares; 2026Q1: 2,651 shares; 2026Q2: 1,934 shares 1,934 $641K 0.38% -717 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: 2,002 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,028 shares; 2025Q4: 1,980 shares; 2026Q1: 1,896 shares; 2026Q2: 1,823 shares 1,823 $597K 0.35% -73 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 734 shares; 2025Q2: 698 shares; 2025Q3: 699 shares; 2025Q4: 691 shares; 2026Q1: 593 shares; 2026Q2: 594 shares 594 $555K 0.33% +1 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,520 shares; 2025Q2: 4,520 shares; 2025Q3: 4,520 shares; 2025Q4: 4,520 shares; 2026Q1: 4,520 shares; 2026Q2: 4,620 shares 4,620 $539K 0.32% +100 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: 2,756 shares; 2024Q4: 2,226 shares; 2025Q1: 2,526 shares; 2025Q2: 4,305 shares; 2025Q3: 2,876 shares; 2025Q4: 3,027 shares; 2026Q1: 1,951 shares; 2026Q2: 2,571 shares 2,571 $515K 0.3% +620 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,347 shares; 2025Q1: 5,991 shares; 2025Q2: 5,841 shares; 2025Q3: 4,965 shares; 2025Q4: 4,963 shares; 2026Q1: 4,970 shares; 2026Q2: 4,970 shares 4,970 $478K 0.28% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 200 shares 200 $455K 0.27% new Timeline IBDW 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: 14,285 shares; 2026Q1: 17,684 shares; 2026Q2: 20,479 shares 20,479 $427K 0.25% +2,795 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: not reported; 2026Q2: 707 shares 707 $411K 0.24% new Timeline VONG 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: 4,490 shares; 2024Q4: 4,490 shares; 2025Q1: 4,490 shares; 2025Q2: 4,490 shares; 2025Q3: 4,075 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 2,552 shares 2,552 $326K 0.19% -698 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,647 shares; 2024Q4: 6,647 shares; 2025Q1: 6,647 shares; 2025Q2: 6,647 shares; 2025Q3: 6,647 shares; 2025Q4: 6,647 shares; 2026Q1: 6,647 shares; 2026Q2: 6,647 shares 6,647 $303K 0.18% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: 2,052 shares; 2025Q3: 2,052 shares; 2025Q4: 1,981 shares; 2026Q1: 1,981 shares; 2026Q2: 1,981 shares 1,981 $290K 0.17% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE 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: 903 shares; 2025Q4: 909 shares; 2026Q1: not reported; 2026Q2: 1,124 shares 1,124 $283K 0.17% new Timeline IBDX 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: not reported; 2026Q1: 8,283 shares; 2026Q2: 10,631 shares 10,631 $268K 0.16% +2,348 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: 3,047 shares; 2024Q4: 3,047 shares; 2025Q1: 3,047 shares; 2025Q2: 3,102 shares; 2025Q3: 2,636 shares; 2025Q4: 2,686 shares; 2026Q1: 2,687 shares; 2026Q2: 2,730 shares 2,730 $264K 0.16% +43 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: 2,113 shares; 2024Q4: 2,113 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares; 2026Q1: 1,108 shares; 2026Q2: 1,108 shares 1,108 $263K 0.16% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $260K 0.15% new Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS 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: not reported; 2026Q1: not reported; 2026Q2: 3,390 shares 3,390 $242K 0.14% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,661 shares; 2024Q4: 1,661 shares; 2025Q1: 1,661 shares; 2025Q2: 1,661 shares; 2025Q3: 1,661 shares; 2025Q4: 1,659 shares; 2026Q1: 1,661 shares; 2026Q2: 1,443 shares 1,443 $238K 0.14% -218 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: not reported; 2025Q2: 793 shares; 2025Q3: 865 shares; 2025Q4: 919 shares; 2026Q1: 865 shares; 2026Q2: 829 shares 829 $233K 0.14% -36 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $224K 0.13% 0 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: not reported; 2024Q4: 342 shares; 2025Q1: 352 shares; 2025Q2: 374 shares; 2025Q3: 299 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 382 shares 382 $216K 0.13% new 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: 834 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 832 shares; 2026Q1: 834 shares; 2026Q2: 2,499 shares 2,499 $215K 0.13% +1,665 Timeline PRTA PROTHENA CORP PLC More: the full row for PROTHENA CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,471 shares; 2025Q1: 19,471 shares; 2025Q2: 19,471 shares; 2025Q3: 19,471 shares; 2025Q4: not reported; 2026Q1: 19,236 shares; 2026Q2: 19,236 shares 19,236 $188K 0.11% 0 Timeline