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: not loaded; 2024Q4: 77,655 shares; 2025Q1: 77,655 shares; 2025Q2: 77,655 shares; 2025Q3: 77,655 shares; 2025Q4: 76,730 shares; 2026Q1: 76,730 shares; 2026Q2: 76,730 shares 76,730 $57.3M 26.29% 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 loaded; 2024Q4: 77,691 shares; 2025Q1: 78,717 shares; 2025Q2: 75,615 shares; 2025Q3: 74,812 shares; 2025Q4: 72,900 shares; 2026Q1: 71,049 shares; 2026Q2: 71,908 shares 71,908 $49.4M 22.66% +859 Timeline VGK 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: not loaded; 2024Q4: 417,817 shares; 2025Q1: 354,615 shares; 2025Q2: 349,528 shares; 2025Q3: 347,831 shares; 2025Q4: 348,881 shares; 2026Q1: 326,614 shares; 2026Q2: 328,614 shares 328,614 $29.1M 13.35% +2,000 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 180,762 shares; 2025Q1: 180,762 shares; 2025Q2: 199,086 shares; 2025Q3: 199,086 shares; 2025Q4: 214,946 shares; 2026Q1: 214,946 shares; 2026Q2: 253,721 shares 253,721 $13.3M 6.1% +38,775 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 134,140 shares; 2025Q1: 134,140 shares; 2025Q2: 134,140 shares; 2025Q3: 134,140 shares; 2025Q4: 134,140 shares; 2026Q1: 87,951 shares; 2026Q2: 175,902 shares 175,902 $9.88M 4.53% +87,951 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 99,500 shares; 2025Q1: 99,500 shares; 2025Q2: 99,500 shares; 2025Q3: 99,500 shares; 2025Q4: 99,500 shares; 2026Q1: 99,500 shares; 2026Q2: 102,000 shares 102,000 $8.45M 3.88% +2,500 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58,133 shares; 2025Q1: 58,133 shares; 2025Q2: 58,133 shares; 2025Q3: 58,133 shares; 2025Q4: 58,133 shares; 2026Q1: 58,133 shares; 2026Q2: 58,133 shares 58,133 $5.95M 2.73% 0 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: not loaded; 2024Q4: 14,900 shares; 2025Q1: 14,900 shares; 2025Q2: 14,900 shares; 2025Q3: 14,900 shares; 2025Q4: 14,900 shares; 2026Q1: 14,900 shares; 2026Q2: 14,900 shares 14,900 $5.32M 2.44% 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: not loaded; 2024Q4: 86,788 shares; 2025Q1: 57,236 shares; 2025Q2: 54,900 shares; 2025Q3: 54,900 shares; 2025Q4: 50,525 shares; 2026Q1: 36,936 shares; 2026Q2: 32,623 shares 32,623 $5.12M 2.35% -4,313 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: not loaded; 2024Q4: 12,920 shares; 2025Q1: 12,920 shares; 2025Q2: 12,920 shares; 2025Q3: 12,920 shares; 2025Q4: 12,920 shares; 2026Q1: 9,690 shares; 2026Q2: 9,690 shares 9,690 $4.85M 2.22% 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 loaded; 2024Q4: 9,770 shares; 2025Q1: 9,770 shares; 2025Q2: 9,770 shares; 2025Q3: 9,770 shares; 2025Q4: 9,770 shares; 2026Q1: 7,328 shares; 2026Q2: 7,328 shares 7,328 $4.13M 1.89% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,471 shares; 2025Q1: 53,419 shares; 2025Q2: 54,368 shares; 2025Q3: 55,148 shares; 2025Q4: 55,148 shares; 2026Q1: 55,861 shares; 2026Q2: 56,644 shares 56,644 $3.52M 1.61% +783 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: not loaded; 2024Q4: 9,974 shares; 2025Q1: 9,974 shares; 2025Q2: 9,974 shares; 2025Q3: 9,974 shares; 2025Q4: 9,974 shares; 2026Q1: 9,974 shares; 2026Q2: 9,974 shares 9,974 $3.37M 1.55% 0 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: not loaded; 2024Q4: 6,985 shares; 2025Q1: 6,985 shares; 2025Q2: 6,985 shares; 2025Q3: 6,985 shares; 2025Q4: 6,985 shares; 2026Q1: 6,985 shares; 2026Q2: 6,985 shares 6,985 $2.61M 1.2% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 63,920 shares; 2025Q1: not reported; 2025Q2: 63,920 shares; 2025Q3: 63,920 shares; 2025Q4: 63,920 shares; 2026Q1: 63,920 shares; 2026Q2: 63,920 shares 63,920 $2.49M 1.14% 0 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: not loaded; 2024Q4: 8,449 shares; 2025Q1: 8,449 shares; 2025Q2: 8,449 shares; 2025Q3: 8,449 shares; 2025Q4: 8,449 shares; 2026Q1: 8,449 shares; 2026Q2: 8,449 shares 8,449 $2.44M 1.12% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,088 shares; 2025Q1: 7,088 shares; 2025Q2: 7,088 shares; 2025Q3: 7,088 shares; 2025Q4: 7,088 shares; 2026Q1: 7,088 shares; 2026Q2: 7,088 shares 7,088 $2.22M 1.02% 0 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: not loaded; 2024Q4: 19,577 shares; 2025Q1: 19,577 shares; 2025Q2: 19,577 shares; 2025Q3: 19,577 shares; 2025Q4: 19,577 shares; 2026Q1: 19,577 shares; 2026Q2: 19,577 shares 19,577 $1.59M 0.73% 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: not loaded; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $1.5M 0.69% 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 loaded; 2024Q4: 4,351 shares; 2025Q1: 4,351 shares; 2025Q2: 4,351 shares; 2025Q3: 4,351 shares; 2025Q4: 4,351 shares; 2026Q1: 4,351 shares; 2026Q2: 4,351 shares 4,351 $1.49M 0.68% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,500 shares; 2025Q3: 57,500 shares; 2025Q4: 57,500 shares; 2026Q1: 57,500 shares; 2026Q2: 57,500 shares 57,500 $976K 0.45% 0 Timeline VWO 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,825 shares; 2026Q1: 11,825 shares; 2026Q2: 11,825 shares 11,825 $706K 0.32% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,189 shares; 2025Q1: 17,189 shares; 2025Q2: 17,189 shares; 2025Q3: 17,189 shares; 2025Q4: 17,189 shares; 2026Q1: 17,189 shares; 2026Q2: 17,189 shares 17,189 $706K 0.32% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,544 shares 3,544 $535K 0.25% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 286,437 shares; 2025Q1: 186,364 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,700 shares; 2026Q2: 19,600 shares 19,600 $399K 0.18% +4,900 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,277 shares 4,277 $323K 0.15% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $202K 0.09% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,075 shares 2,075 $79.3K 0.04% new Timeline