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: 354,648 shares; 2024Q4: 388,152 shares; 2025Q1: 438,225 shares; 2025Q2: 510,857 shares; 2025Q3: 565,628 shares; 2025Q4: 660,050 shares; 2026Q1: 749,731 shares; 2026Q2: 781,904 shares 781,904 $66.8M 6.8% +32,173 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: 170,291 shares; 2024Q4: 182,294 shares; 2025Q1: 354 shares; 2025Q2: 172,768 shares; 2025Q3: 171,204 shares; 2025Q4: 170,770 shares; 2026Q1: 173,834 shares; 2026Q2: 173,125 shares 173,125 $64.1M 6.52% -709 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 72,973 shares; 2025Q1: 373,947 shares; 2025Q2: 345,835 shares; 2025Q3: 370,839 shares; 2025Q4: 403,281 shares; 2026Q1: 411,922 shares; 2026Q2: 424,813 shares 424,813 $43.8M 4.45% +12,891 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 48,945 shares; 2025Q1: 274,182 shares; 2025Q2: 259,668 shares; 2025Q3: 290,797 shares; 2025Q4: 318,160 shares; 2026Q1: 326,413 shares; 2026Q2: 338,946 shares 338,946 $42.3M 4.3% +12,533 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: 1,471,655 shares; 2024Q4: 1,302,178 shares; 2025Q1: 1,150,063 shares; 2025Q2: 882,743 shares; 2025Q3: 736,637 shares; 2025Q4: 592,939 shares; 2026Q1: 529,278 shares; 2026Q2: 523,445 shares 523,445 $41.6M 4.23% -5,833 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: 53,021 shares; 2024Q4: 48,254 shares; 2025Q1: 50,029 shares; 2025Q2: 56,430 shares; 2025Q3: 63,761 shares; 2025Q4: 68,404 shares; 2026Q1: 73,203 shares; 2026Q2: 79,245 shares 79,245 $39.7M 4.03% +6,042 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: 2,442 shares; 2024Q4: 2,892 shares; 2025Q1: 2,750 shares; 2025Q2: 16,300 shares; 2025Q3: 20,433 shares; 2025Q4: 29,311 shares; 2026Q1: 44,095 shares; 2026Q2: 50,707 shares 50,707 $34.8M 3.54% +6,612 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,889 shares; 2024Q4: 208,354 shares; 2025Q1: 224,654 shares; 2025Q2: 555,538 shares; 2025Q3: 522,357 shares; 2025Q4: 507,916 shares; 2026Q1: 507,961 shares; 2026Q2: 506,542 shares 506,542 $29.5M 3% -1,419 Timeline VPL 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: 252,928 shares; 2024Q4: 252,751 shares; 2025Q1: 252,751 shares; 2025Q2: 252,751 shares; 2025Q3: 252,751 shares; 2025Q4: 252,751 shares; 2026Q1: 250,403 shares; 2026Q2: 250,403 shares 250,403 $29M 2.95% 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: 446,014 shares; 2024Q4: 444,891 shares; 2025Q1: 447,396 shares; 2025Q2: 447,399 shares; 2025Q3: 447,405 shares; 2025Q4: 447,427 shares; 2026Q1: 447,428 shares; 2026Q2: 447,429 shares 447,429 $26.7M 2.72% +1 Timeline VDE 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: 93,033 shares; 2024Q4: 99,033 shares; 2025Q1: 100,203 shares; 2025Q2: 99,939 shares; 2025Q3: 107,145 shares; 2025Q4: 156,927 shares; 2026Q1: 163,244 shares; 2026Q2: 169,158 shares 169,158 $25.4M 2.58% +5,914 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: 53,003 shares; 2024Q4: 53,298 shares; 2025Q1: 54,735 shares; 2025Q2: 72,934 shares; 2025Q3: 73,319 shares; 2025Q4: 71,907 shares; 2026Q1: 71,827 shares; 2026Q2: 71,827 shares 71,827 $25.4M 2.58% 0 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: 178,140 shares; 2024Q4: 180,908 shares; 2025Q1: 187,528 shares; 2025Q2: 190,011 shares; 2025Q3: 191,979 shares; 2025Q4: 191,979 shares; 2026Q1: 188,215 shares; 2026Q2: 204,356 shares 204,356 $18.1M 1.84% +16,141 Timeline DFSV 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: 181,365 shares; 2025Q1: 607 shares; 2025Q2: 378,850 shares; 2025Q3: 386,604 shares; 2025Q4: 386,604 shares; 2026Q1: 388,364 shares; 2026Q2: 388,109 shares 388,109 $15.1M 1.53% -255 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,011 shares; 2024Q4: 94,069 shares; 2025Q1: 97,864 shares; 2025Q2: 101,715 shares; 2025Q3: 107,906 shares; 2025Q4: 107,936 shares; 2026Q1: 94,034 shares; 2026Q2: 84,172 shares 84,172 $14.7M 1.49% -9,862 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,862 shares; 2024Q4: 301,225 shares; 2025Q1: 305,139 shares; 2025Q2: 303,967 shares; 2025Q3: 314,303 shares; 2025Q4: 273,465 shares; 2026Q1: 258,036 shares; 2026Q2: 219,398 shares 219,398 $14.6M 1.48% -38,638 Timeline SCHP 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: 895,267 shares; 2024Q4: 1,749,252 shares; 2025Q1: 631,789 shares; 2025Q2: 706,817 shares; 2025Q3: 626,761 shares; 2025Q4: 587,378 shares; 2026Q1: 580,584 shares; 2026Q2: 548,168 shares 548,168 $14.5M 1.48% -32,416 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332,100 shares; 2024Q4: 335,466 shares; 2025Q1: 340,968 shares; 2025Q2: 334,760 shares; 2025Q3: 346,725 shares; 2025Q4: 308,770 shares; 2026Q1: 309,358 shares; 2026Q2: 254,879 shares 254,879 $13.8M 1.41% -54,479 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,219 shares; 2024Q4: 134,992 shares; 2025Q1: 141,417 shares; 2025Q2: 86,586 shares; 2025Q3: 103,050 shares; 2025Q4: 144,484 shares; 2026Q1: 144,834 shares; 2026Q2: 144,459 shares 144,459 $13.7M 1.4% -375 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: 37,651 shares; 2024Q4: 41,232 shares; 2025Q1: 46,062 shares; 2025Q2: 51,719 shares; 2025Q3: 51,224 shares; 2025Q4: 45,395 shares; 2026Q1: 43,987 shares; 2026Q2: 43,979 shares 43,979 $12.7M 1.29% -8 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,615 shares; 2024Q4: 67,845 shares; 2025Q1: 68,887 shares; 2025Q2: 70,791 shares; 2025Q3: 73,009 shares; 2025Q4: 57,592 shares; 2026Q1: 58,682 shares; 2026Q2: 50,581 shares 50,581 $12.1M 1.23% -8,101 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,606 shares; 2024Q4: 201,520 shares; 2025Q1: 162,159 shares; 2025Q2: 155,567 shares; 2025Q3: 164,745 shares; 2025Q4: 167,747 shares; 2026Q1: 165,941 shares; 2026Q2: 150,797 shares 150,797 $11.2M 1.14% -15,144 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: 45,194 shares; 2024Q4: 50,739 shares; 2025Q1: 37,596 shares; 2025Q2: 43,913 shares; 2025Q3: 44,333 shares; 2025Q4: 45,648 shares; 2026Q1: 46,304 shares; 2026Q2: 46,843 shares 46,843 $11.2M 1.14% +539 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: 4,282 shares; 2025Q2: 12,765 shares; 2025Q3: 19,362 shares; 2025Q4: 26,762 shares; 2026Q1: 29,777 shares; 2026Q2: 31,667 shares 31,667 $10.8M 1.1% +1,890 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,248 shares; 2024Q4: 215,989 shares; 2025Q1: 118,892 shares; 2025Q2: 102,109 shares; 2025Q3: 101,674 shares; 2025Q4: 99,604 shares; 2026Q1: 99,023 shares; 2026Q2: 102,861 shares 102,861 $10.5M 1.07% +3,838 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,679 shares; 2025Q3: 211,314 shares; 2025Q4: 166,030 shares; 2026Q1: 133,703 shares; 2026Q2: 138,816 shares 138,816 $10.5M 1.07% +5,113 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,254 shares; 2024Q4: 149,137 shares; 2025Q1: 168,432 shares; 2025Q2: 81,501 shares; 2025Q3: 100,193 shares; 2025Q4: 123,288 shares; 2026Q1: 124,833 shares; 2026Q2: 125,816 shares 125,816 $10.5M 1.07% +983 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515,198 shares; 2024Q4: 515,916 shares; 2025Q1: 599,800 shares; 2025Q2: 243,428 shares; 2025Q3: 336,201 shares; 2025Q4: 661,200 shares; 2026Q1: 665,525 shares; 2026Q2: 678,229 shares 678,229 $10.2M 1.04% +12,704 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,319 shares; 2025Q2: 39,323 shares; 2025Q3: 39,448 shares; 2025Q4: 54,332 shares; 2026Q1: 85,514 shares; 2026Q2: 133,246 shares 133,246 $9.4M 0.96% +47,732 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: 13,768 shares; 2024Q4: 17,622 shares; 2025Q1: 19,302 shares; 2025Q2: 25,221 shares; 2025Q3: 24,326 shares; 2025Q4: 22,366 shares; 2026Q1: 22,046 shares; 2026Q2: 24,437 shares 24,437 $9.12M 0.93% +2,391 Timeline DISV 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: 18,796 shares; 2024Q4: 223,346 shares; 2025Q1: 2,128 shares; 2025Q2: 222,934 shares; 2025Q3: 225,334 shares; 2025Q4: 225,334 shares; 2026Q1: 226,509 shares; 2026Q2: 226,207 shares 226,207 $9.08M 0.92% -302 Timeline VPU 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: 37,304 shares; 2024Q4: 38,065 shares; 2025Q1: 35,172 shares; 2025Q2: 33,185 shares; 2025Q3: 37,526 shares; 2025Q4: 40,610 shares; 2026Q1: 42,581 shares; 2026Q2: 44,037 shares 44,037 $8.62M 0.88% +1,456 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,474 shares; 2024Q4: 97,327 shares; 2025Q1: 101,378 shares; 2025Q2: 105,889 shares; 2025Q3: 119,108 shares; 2025Q4: 130,736 shares; 2026Q1: 134,974 shares; 2026Q2: 136,934 shares 136,934 $8.61M 0.88% +1,960 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,459 shares; 2024Q4: 12,157 shares; 2025Q1: 13,178 shares; 2025Q2: 13,414 shares; 2025Q3: 13,450 shares; 2025Q4: 13,450 shares; 2026Q1: 13,450 shares; 2026Q2: 13,450 shares 13,450 $8.56M 0.87% 0 Timeline SCHO 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: 330,620 shares; 2024Q4: 664,476 shares; 2025Q1: 40,039 shares; 2025Q2: 313,081 shares; 2025Q3: 310,389 shares; 2025Q4: 317,888 shares; 2026Q1: 345,210 shares; 2026Q2: 343,306 shares 343,306 $8.29M 0.84% -1,904 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,681 shares; 2024Q4: 44,594 shares; 2025Q1: 55,472 shares; 2025Q2: 53,291 shares; 2025Q3: 65,258 shares; 2025Q4: 65,345 shares; 2026Q1: 59,210 shares; 2026Q2: 56,618 shares 56,618 $7.65M 0.78% -2,592 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,359 shares; 2024Q4: 30,359 shares; 2025Q1: 30,379 shares; 2025Q2: 30,589 shares; 2025Q3: 30,359 shares; 2025Q4: 30,589 shares; 2026Q1: 29,985 shares; 2026Q2: 29,985 shares 29,985 $7.62M 0.77% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,197 shares; 2024Q4: 164,182 shares; 2025Q1: 129,996 shares; 2025Q2: 129,145 shares; 2025Q3: 129,145 shares; 2025Q4: 99,834 shares; 2026Q1: 99,834 shares; 2026Q2: 99,800 shares 99,800 $7.54M 0.77% -34 Timeline VDC 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: 26,543 shares; 2024Q4: 28,995 shares; 2025Q1: 26,193 shares; 2025Q2: 25,147 shares; 2025Q3: 26,803 shares; 2025Q4: 27,584 shares; 2026Q1: 30,480 shares; 2026Q2: 32,958 shares 32,958 $7.43M 0.76% +2,478 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: 2,866 shares; 2024Q4: 3,529 shares; 2025Q1: 3,567 shares; 2025Q2: 3,636 shares; 2025Q3: 3,655 shares; 2025Q4: 3,728 shares; 2026Q1: 3,728 shares; 2026Q2: 3,728 shares 3,728 $7.28M 0.74% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,833 shares; 2024Q4: 138,319 shares; 2025Q1: 111,284 shares; 2025Q2: 109,311 shares; 2025Q3: 118,333 shares; 2025Q4: 116,126 shares; 2026Q1: 170,451 shares; 2026Q2: 170,451 shares 170,451 $6.82M 0.69% 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: 6,666 shares; 2024Q4: 13,735 shares; 2025Q1: 13,916 shares; 2025Q2: 13,045 shares; 2025Q3: 12,415 shares; 2025Q4: 12,460 shares; 2026Q1: 12,090 shares; 2026Q2: 11,874 shares 11,874 $6.69M 0.68% -216 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: 17,600 shares; 2024Q4: 17,600 shares; 2025Q1: 17,623 shares; 2025Q2: 17,893 shares; 2025Q3: 17,623 shares; 2025Q4: 17,893 shares; 2026Q1: 17,481 shares; 2026Q2: 18,773 shares 18,773 $6.44M 0.66% +1,292 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: not reported; 2024Q4: 1,077 shares; 2025Q1: 2,557 shares; 2025Q2: 14,224 shares; 2025Q3: 14,224 shares; 2025Q4: 14,224 shares; 2026Q1: 14,224 shares; 2026Q2: 29,293 shares 29,293 $5.86M 0.6% +15,069 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,244 shares; 2024Q4: 13,244 shares; 2025Q1: 13,244 shares; 2025Q2: 13,244 shares; 2025Q3: 13,244 shares; 2025Q4: 13,244 shares; 2026Q1: 13,244 shares; 2026Q2: 13,244 shares 13,244 $5.65M 0.57% 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: 62,469 shares; 2024Q4: 58,776 shares; 2025Q1: 58,983 shares; 2025Q2: 59,673 shares; 2025Q3: 58,983 shares; 2025Q4: 57,209 shares; 2026Q1: 52,715 shares; 2026Q2: 49,626 shares 49,626 $5.62M 0.57% -3,089 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: 27,574 shares; 2024Q4: 27,574 shares; 2025Q1: 22,010 shares; 2025Q2: 27,574 shares; 2025Q3: 27,574 shares; 2025Q4: 27,574 shares; 2026Q1: 27,574 shares; 2026Q2: 27,574 shares 27,574 $5.19M 0.53% 0 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: 26,566 shares; 2024Q4: 26,655 shares; 2025Q1: 26,681 shares; 2025Q2: 27,101 shares; 2025Q3: 31,086 shares; 2025Q4: 31,406 shares; 2026Q1: 31,086 shares; 2026Q2: 31,086 shares 31,086 $5.15M 0.52% 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: 32,250 shares; 2024Q4: 32,250 shares; 2025Q1: 32,307 shares; 2025Q2: 32,336 shares; 2025Q3: 32,461 shares; 2025Q4: 32,430 shares; 2026Q1: 32,645 shares; 2026Q2: 32,660 shares 32,660 $5.13M 0.52% +15 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: 9,633 shares; 2024Q4: 9,633 shares; 2025Q1: 9,677 shares; 2025Q2: 9,722 shares; 2025Q3: 9,677 shares; 2025Q4: 9,722 shares; 2026Q1: 9,677 shares; 2026Q2: 9,677 shares 9,677 $4.97M 0.51% 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: 14,273 shares; 2024Q4: 14,101 shares; 2025Q1: 14,275 shares; 2025Q2: 14,816 shares; 2025Q3: 13,846 shares; 2025Q4: 14,816 shares; 2026Q1: 14,816 shares; 2026Q2: 14,816 shares 14,816 $4.85M 0.49% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,090 shares; 2024Q4: 141,367 shares; 2025Q1: 142,886 shares; 2025Q2: 142,886 shares; 2025Q3: 143,567 shares; 2025Q4: 142,344 shares; 2026Q1: 140,435 shares; 2026Q2: 119,644 shares 119,644 $4.73M 0.48% -20,791 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 34,296 shares 34,296 $4.69M 0.48% new Timeline XBI 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: 28,711 shares; 2024Q4: 28,711 shares; 2025Q1: 28,711 shares; 2025Q2: 28,711 shares; 2025Q3: 28,711 shares; 2025Q4: 28,711 shares; 2026Q1: 28,711 shares; 2026Q2: 28,711 shares 28,711 $4.54M 0.46% 0 Timeline XME 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: 38,327 shares; 2024Q4: 43,245 shares; 2025Q1: 38,731 shares; 2025Q2: 41,840 shares; 2025Q3: 41,840 shares; 2025Q4: 40,612 shares; 2026Q1: 39,817 shares; 2026Q2: 39,099 shares 39,099 $4.18M 0.43% -718 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: 12,613 shares; 2024Q4: 12,613 shares; 2025Q1: 12,472 shares; 2025Q2: 12,502 shares; 2025Q3: 12,472 shares; 2025Q4: 12,502 shares; 2026Q1: 12,262 shares; 2026Q2: 11,826 shares 11,826 $4.17M 0.42% -436 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,592 shares; 2024Q4: 10,592 shares; 2025Q1: 10,644 shares; 2025Q2: 10,644 shares; 2025Q3: 10,644 shares; 2025Q4: 31,623 shares; 2026Q1: 31,623 shares; 2026Q2: 31,623 shares 31,623 $4.1M 0.42% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,847 shares; 2024Q4: 16,847 shares; 2025Q1: 16,847 shares; 2025Q2: 16,847 shares; 2025Q3: 16,847 shares; 2025Q4: 16,847 shares; 2026Q1: 16,847 shares; 2026Q2: 21,569 shares 21,569 $4.1M 0.42% +4,722 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: 35,658 shares; 2024Q4: 35,658 shares; 2025Q1: 12,286 shares; 2025Q2: 35,658 shares; 2025Q3: 35,658 shares; 2025Q4: 35,658 shares; 2026Q1: 35,658 shares; 2026Q2: 35,658 shares 35,658 $3.93M 0.4% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,248 shares; 2024Q4: 4,248 shares; 2025Q1: 4,177 shares; 2025Q2: 4,177 shares; 2025Q3: 4,177 shares; 2025Q4: 4,177 shares; 2026Q1: 4,084 shares; 2026Q2: 4,084 shares 4,084 $3.93M 0.4% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,672 shares; 2024Q4: 5,961 shares; 2025Q1: 5,977 shares; 2025Q2: 6,017 shares; 2025Q3: 5,977 shares; 2025Q4: 6,017 shares; 2026Q1: 5,977 shares; 2026Q2: 5,977 shares 5,977 $3.79M 0.39% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,378 shares; 2024Q4: 7,378 shares; 2025Q1: 7,805 shares; 2025Q2: 8,085 shares; 2025Q3: 7,805 shares; 2025Q4: 77,499 shares; 2026Q1: 77,294 shares; 2026Q2: 77,294 shares 77,294 $3.75M 0.38% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,457 shares; 2024Q4: 57,457 shares; 2025Q1: 63,400 shares; 2025Q2: 69,022 shares; 2025Q3: 76,032 shares; 2025Q4: 86,467 shares; 2026Q1: 99,632 shares; 2026Q2: 100,467 shares 100,467 $3.69M 0.38% +835 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 43,700 shares; 2026Q1: 43,700 shares; 2026Q2: 43,700 shares 43,700 $3.4M 0.35% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,205 shares; 2024Q4: 26,205 shares; 2025Q1: 26,422 shares; 2025Q2: 26,205 shares; 2025Q3: 26,205 shares; 2025Q4: 26,422 shares; 2026Q1: 26,422 shares; 2026Q2: 26,422 shares 26,422 $3.32M 0.34% 0 Timeline XLE 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: 18,692 shares; 2024Q4: 18,693 shares; 2025Q1: 18,692 shares; 2025Q2: 27,599 shares; 2025Q3: 28,759 shares; 2025Q4: 62,792 shares; 2026Q1: 61,898 shares; 2026Q2: 60,401 shares 60,401 $3.21M 0.33% -1,497 Timeline VCSH 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: 535 shares; 2025Q1: 46,290 shares; 2025Q2: 46,520 shares; 2025Q3: 46,520 shares; 2025Q4: 47,401 shares; 2026Q1: 39,871 shares; 2026Q2: 39,871 shares 39,871 $3.15M 0.32% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98,519 shares 98,519 $2.78M 0.28% new 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: 3,402 shares; 2024Q4: 2,922 shares; 2025Q1: 2,937 shares; 2025Q2: 2,967 shares; 2025Q3: 2,937 shares; 2025Q4: 2,957 shares; 2026Q1: 2,763 shares; 2026Q2: 2,763 shares 2,763 $2.58M 0.26% 0 Timeline SCHR 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: 337,467 shares; 2024Q4: 561,236 shares; 2025Q1: 2,412 shares; 2025Q2: 152,684 shares; 2025Q3: 123,760 shares; 2025Q4: 109,573 shares; 2026Q1: 91,720 shares; 2026Q2: 96,707 shares 96,707 $2.38M 0.24% +4,987 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: 62,672 shares; 2024Q4: 67,507 shares; 2025Q1: 67,507 shares; 2025Q2: 62,672 shares; 2025Q3: 62,672 shares; 2025Q4: 62,672 shares; 2026Q1: 62,672 shares; 2026Q2: 16,765 shares 16,765 $2.34M 0.24% -45,907 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,769 shares; 2024Q4: 3,769 shares; 2025Q1: 3,771 shares; 2025Q2: 3,769 shares; 2025Q3: not reported; 2025Q4: 42,478 shares; 2026Q1: 42,478 shares; 2026Q2: 42,478 shares 42,478 $2.25M 0.23% 0 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: 24,336 shares; 2024Q4: 24,336 shares; 2025Q1: 24,336 shares; 2025Q2: 25,066 shares; 2025Q3: 24,336 shares; 2025Q4: 25,066 shares; 2026Q1: 24,336 shares; 2026Q2: 24,336 shares 24,336 $2.25M 0.23% 0 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: 6,687 shares; 2024Q4: 6,687 shares; 2025Q1: 6,741 shares; 2025Q2: 6,738 shares; 2025Q3: 6,233 shares; 2025Q4: 6,413 shares; 2026Q1: 5,330 shares; 2026Q2: 5,329 shares 5,329 $2.21M 0.23% -1 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: 20,995 shares; 2024Q4: 20,995 shares; 2025Q1: 365 shares; 2025Q2: 20,948 shares; 2025Q3: 20,948 shares; 2025Q4: 20,948 shares; 2026Q1: 20,948 shares; 2026Q2: 20,948 shares 20,948 $2.18M 0.22% 0 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: 465 shares; 2024Q4: 296 shares; 2025Q1: 16,113 shares; 2025Q2: not reported; 2025Q3: 2,877 shares; 2025Q4: 2,877 shares; 2026Q1: 2,877 shares; 2026Q2: 2,877 shares 2,877 $2.15M 0.22% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,926 shares; 2024Q4: 44,926 shares; 2025Q1: 45,025 shares; 2025Q2: 43,241 shares; 2025Q3: 45,025 shares; 2025Q4: 18,723 shares; 2026Q1: 18,478 shares; 2026Q2: 18,478 shares 18,478 $1.92M 0.2% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S 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: 39,476 shares; 2026Q1: 39,476 shares; 2026Q2: 39,476 shares 39,476 $1.89M 0.19% 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: 5,033 shares; 2024Q4: 5,033 shares; 2025Q1: 5,033 shares; 2025Q2: 5,049 shares; 2025Q3: 5,049 shares; 2025Q4: 5,049 shares; 2026Q1: 5,049 shares; 2026Q2: 5,049 shares 5,049 $1.86M 0.19% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,826 shares; 2025Q2: 1,826 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares; 2026Q2: 1,826 shares 1,826 $1.85M 0.19% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,377 shares; 2024Q4: 4,879 shares; 2025Q1: 8,205 shares; 2025Q2: 9,719 shares; 2025Q3: 10,590 shares; 2025Q4: 9,110 shares; 2026Q1: 9,110 shares; 2026Q2: 8,719 shares 8,719 $1.82M 0.18% -391 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 58,078 shares; 2025Q1: 55,907 shares; 2025Q2: 52,206 shares; 2025Q3: 50,083 shares; 2025Q4: 49,867 shares; 2026Q1: 49,462 shares; 2026Q2: 49,305 shares 49,305 $1.74M 0.18% -157 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,350 shares; 2024Q4: 6,350 shares; 2025Q1: 10,114 shares; 2025Q2: 14,527 shares; 2025Q3: 17,857 shares; 2025Q4: 24,419 shares; 2026Q1: 27,163 shares; 2026Q2: 27,729 shares 27,729 $1.56M 0.16% +566 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: 42,589 shares; 2024Q4: 42,699 shares; 2025Q1: 35,598 shares; 2025Q2: 42,703 shares; 2025Q3: 42,703 shares; 2025Q4: 42,815 shares; 2026Q1: 42,893 shares; 2026Q2: 42,898 shares 42,898 $1.56M 0.16% +5 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,405 shares 3,405 $1.54M 0.16% new 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: not reported; 2024Q4: 2,320 shares; 2025Q1: 20,601 shares; 2025Q2: 20,601 shares; 2025Q3: 20,601 shares; 2025Q4: 20,601 shares; 2026Q1: 20,601 shares; 2026Q2: 20,601 shares 20,601 $1.47M 0.15% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,583 shares 3,583 $1.46M 0.15% new Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,643 shares; 2024Q4: 49,034 shares; 2025Q1: 49,034 shares; 2025Q2: 44,730 shares; 2025Q3: 43,786 shares; 2025Q4: 43,462 shares; 2026Q1: 37,848 shares; 2026Q2: 28,358 shares 28,358 $1.46M 0.15% -9,490 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: 4,322 shares; 2024Q4: 7,347 shares; 2025Q1: 14,252 shares; 2025Q2: 18,742 shares; 2025Q3: 18,957 shares; 2025Q4: 13,850 shares; 2026Q1: 13,850 shares; 2026Q2: 12,725 shares 12,725 $1.43M 0.15% -1,125 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,555 shares; 2024Q4: 15,555 shares; 2025Q1: 12,346 shares; 2025Q2: 4,929 shares; 2025Q3: 3,813 shares; 2025Q4: 3,813 shares; 2026Q1: 3,813 shares; 2026Q2: 3,813 shares 3,813 $1.38M 0.14% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,448 shares; 2024Q4: 17,409 shares; 2025Q1: 17,416 shares; 2025Q2: 17,844 shares; 2025Q3: 17,409 shares; 2025Q4: 17,724 shares; 2026Q1: 17,409 shares; 2026Q2: 17,409 shares 17,409 $1.33M 0.14% 0 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: 6,376 shares; 2024Q4: 6,329 shares; 2025Q1: 22,930 shares; 2025Q2: 16,030 shares; 2025Q3: 16,030 shares; 2025Q4: 16,030 shares; 2026Q1: 16,030 shares; 2026Q2: 16,030 shares 16,030 $1.33M 0.14% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares; 2026Q2: 1,242 shares 1,242 $1.32M 0.13% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,595 shares; 2025Q1: 11,627 shares; 2025Q2: 11,627 shares; 2025Q3: 11,627 shares; 2025Q4: 11,627 shares; 2026Q1: 11,627 shares; 2026Q2: 11,627 shares 11,627 $1.3M 0.13% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,984 shares; 2024Q4: 62,984 shares; 2025Q1: 55,318 shares; 2025Q2: 54,647 shares; 2025Q3: 52,802 shares; 2025Q4: 54,737 shares; 2026Q1: 52,802 shares; 2026Q2: 52,802 shares 52,802 $1.27M 0.13% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,315 shares; 2025Q1: 11,279 shares; 2025Q2: 18,133 shares; 2025Q3: 27,508 shares; 2025Q4: 31,642 shares; 2026Q1: 54,801 shares; 2026Q2: 56,172 shares 56,172 $1.25M 0.13% +1,371 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,804 shares; 2025Q1: 2,804 shares; 2025Q2: 8,444 shares; 2025Q3: 8,444 shares; 2025Q4: 16,717 shares; 2026Q1: 16,717 shares; 2026Q2: 16,717 shares 16,717 $1.24M 0.13% 0 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF 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: 43,866 shares; 2026Q1: 18,522 shares; 2026Q2: 32,408 shares 32,408 $1.23M 0.13% +13,886 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: not reported; 2024Q4: 483 shares; 2025Q1: 707 shares; 2025Q2: not reported; 2025Q3: 15,744 shares; 2025Q4: 15,246 shares; 2026Q1: 15,246 shares; 2026Q2: 15,246 shares 15,246 $1.23M 0.12% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,922 shares; 2025Q2: 17,698 shares; 2025Q3: 27,326 shares; 2025Q4: 35,810 shares; 2026Q1: 60,687 shares; 2026Q2: 62,294 shares 62,294 $1.19M 0.12% +1,607 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,783 shares; 2025Q3: 12,783 shares; 2025Q4: 12,783 shares; 2026Q1: 12,783 shares; 2026Q2: 12,783 shares 12,783 $1.17M 0.12% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,224 shares; 2024Q4: 21,224 shares; 2025Q1: 21,224 shares; 2025Q2: 21,224 shares; 2025Q3: 21,224 shares; 2025Q4: 21,224 shares; 2026Q1: 21,224 shares; 2026Q2: 21,224 shares 21,224 $1.14M 0.12% 0 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: not reported; 2024Q4: 9,338 shares; 2025Q1: 154,301 shares; 2025Q2: 40,100 shares; 2025Q3: 40,101 shares; 2025Q4: 40,369 shares; 2026Q1: 40,566 shares; 2026Q2: 40,624 shares 40,624 $1.13M 0.11% +58 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,984 shares 1,984 $1.11M 0.11% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,136 shares; 2024Q4: 7,136 shares; 2025Q1: 7,175 shares; 2025Q2: 6,802 shares; 2025Q3: 6,258 shares; 2025Q4: 7,092 shares; 2026Q1: 6,672 shares; 2026Q2: 6,672 shares 6,672 $978K 0.1% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,914 shares; 2024Q4: 5,914 shares; 2025Q1: 5,944 shares; 2025Q2: 5,974 shares; 2025Q3: 5,944 shares; 2025Q4: 5,974 shares; 2026Q1: 5,664 shares; 2026Q2: 4,294 shares 4,294 $962K 0.1% -1,370 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: 15,584 shares; 2025Q2: 12,475 shares; 2025Q3: 7,085 shares; 2025Q4: 9,440 shares; 2026Q1: 7,085 shares; 2026Q2: 9,930 shares 9,930 $948K 0.1% +2,845 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,189 shares; 2024Q4: 10,189 shares; 2025Q1: 10,208 shares; 2025Q2: 8,041 shares; 2025Q3: 9,953 shares; 2025Q4: 10,136 shares; 2026Q1: 9,852 shares; 2026Q2: 9,852 shares 9,852 $920K 0.09% 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: 7,224 shares; 2024Q4: 7,212 shares; 2025Q1: 670 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 11,000 shares 11,000 $886K 0.09% +8,250 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,905 shares; 2025Q1: 5,134 shares; 2025Q2: 6,603 shares; 2025Q3: 6,869 shares; 2025Q4: 5,096 shares; 2026Q1: 4,996 shares; 2026Q2: 4,302 shares 4,302 $859K 0.09% -694 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,013 shares; 2025Q3: 24,361 shares; 2025Q4: 24,160 shares; 2026Q1: 23,461 shares; 2026Q2: 23,196 shares 23,196 $852K 0.09% -265 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $852K 0.09% 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 reported; 2024Q4: 320 shares; 2025Q1: 400 shares; 2025Q2: 2,185 shares; 2025Q3: not reported; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $786K 0.08% 0 Timeline MGC 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: 2,879 shares; 2024Q4: 2,879 shares; 2025Q1: 2,879 shares; 2025Q2: 2,784 shares; 2025Q3: 2,784 shares; 2025Q4: 2,784 shares; 2026Q1: 2,784 shares; 2026Q2: 2,784 shares 2,784 $762K 0.08% 0 Timeline SMH 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares; 2026Q2: 1,147 shares 1,147 $752K 0.08% 0 Timeline SCHB 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: 8,155 shares; 2024Q4: 24,543 shares; 2025Q1: 216,841 shares; 2025Q2: 24,697 shares; 2025Q3: 24,969 shares; 2025Q4: 25,036 shares; 2026Q1: 25,118 shares; 2026Q2: 25,176 shares 25,176 $729K 0.07% +58 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 4,075 shares 4,075 $726K 0.07% +3,912 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: 3,106 shares; 2024Q4: 3,299 shares; 2025Q1: 3,666 shares; 2025Q2: 3,666 shares; 2025Q3: 3,666 shares; 2025Q4: 3,666 shares; 2026Q1: 3,666 shares; 2026Q2: 3,642 shares 3,642 $659K 0.07% -24 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: 2,660 shares; 2024Q4: 2,709 shares; 2025Q1: 4,804 shares; 2025Q2: 2,728 shares; 2025Q3: 2,660 shares; 2025Q4: 2,660 shares; 2026Q1: 2,660 shares; 2026Q2: 2,660 shares 2,660 $646K 0.07% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,266 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,266 shares; 2025Q4: 2,266 shares; 2026Q1: 2,266 shares; 2026Q2: 2,266 shares 2,266 $638K 0.06% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,260 shares; 2024Q4: 19,260 shares; 2025Q1: 19,613 shares; 2025Q2: 13,380 shares; 2025Q3: 10,680 shares; 2025Q4: 13,380 shares; 2026Q1: 10,680 shares; 2026Q2: 10,680 shares 10,680 $609K 0.06% 0 Timeline XLP 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: 8,731 shares; 2024Q4: 3,226 shares; 2025Q1: 3,188 shares; 2025Q2: 3,188 shares; 2025Q3: 3,188 shares; 2025Q4: 8,756 shares; 2026Q1: 8,756 shares; 2026Q2: 7,036 shares 7,036 $584K 0.06% -1,720 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,420 shares; 2024Q4: 2,420 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: 2,424 shares; 2026Q1: 2,424 shares; 2026Q2: 2,424 shares 2,424 $534K 0.05% 0 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 10,439 shares 10,439 $525K 0.05% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,118 shares; 2024Q4: 6,118 shares; 2025Q1: 6,134 shares; 2025Q2: 6,214 shares; 2025Q3: 6,134 shares; 2025Q4: 6,284 shares; 2026Q1: 5,782 shares; 2026Q2: 5,588 shares 5,588 $518K 0.05% -194 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,704 shares; 2025Q1: 7,704 shares; 2025Q2: not reported; 2025Q3: 7,704 shares; 2025Q4: 7,704 shares; 2026Q1: 7,704 shares; 2026Q2: 7,704 shares 7,704 $509K 0.05% 0 Timeline DFAT 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: 7,129 shares; 2024Q4: 7,157 shares; 2025Q1: 5,779 shares; 2025Q2: 5,073 shares; 2025Q3: 7,227 shares; 2025Q4: 7,246 shares; 2026Q1: 7,264 shares; 2026Q2: 7,281 shares 7,281 $509K 0.05% +17 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,316 shares; 2024Q4: 3,316 shares; 2025Q1: 3,317 shares; 2025Q2: 3,432 shares; 2025Q3: 3,317 shares; 2025Q4: 3,432 shares; 2026Q1: 3,317 shares; 2026Q2: 3,317 shares 3,317 $503K 0.05% 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: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,955 shares; 2025Q2: not reported; 2025Q3: 1,955 shares; 2025Q4: 1,985 shares; 2026Q1: 1,955 shares; 2026Q2: 1,955 shares 1,955 $492K 0.05% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,496 shares; 2024Q4: 3,496 shares; 2025Q1: 3,496 shares; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares; 2025Q4: 3,496 shares; 2026Q1: 3,496 shares; 2026Q2: 17,480 shares 17,480 $479K 0.05% +13,984 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,940 shares; 2024Q4: 21,940 shares; 2025Q1: 22,386 shares; 2025Q2: 26,136 shares; 2025Q3: 22,386 shares; 2025Q4: 26,136 shares; 2026Q1: 22,386 shares; 2026Q2: 22,386 shares 22,386 $463K 0.05% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,579 shares; 2024Q4: 3,579 shares; 2025Q1: 3,703 shares; 2025Q2: 3,693 shares; 2025Q3: 2,825 shares; 2025Q4: 4,153 shares; 2026Q1: 3,313 shares; 2026Q2: 3,313 shares 3,313 $426K 0.04% 0 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 4,645 shares; 2026Q1: not reported; 2026Q2: 8,198 shares 8,198 $405K 0.04% new Timeline GNR 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: not reported; 2024Q4: 1,395 shares; 2025Q1: 1,394 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,836 shares; 2026Q2: 5,853 shares 5,853 $394K 0.04% +17 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,209 shares; 2024Q4: 4,209 shares; 2025Q1: 4,209 shares; 2025Q2: 3,589 shares; 2025Q3: 3,589 shares; 2025Q4: 3,287 shares; 2026Q1: 3,044 shares; 2026Q2: 2,529 shares 2,529 $392K 0.04% -515 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: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares; 2026Q2: 1,624 shares 1,624 $384K 0.04% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 1,587 shares; 2025Q1: 1,603 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,887 shares; 2026Q1: 2,673 shares; 2026Q2: 2,673 shares 2,673 $362K 0.04% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,087 shares; 2024Q4: 2,089 shares; 2025Q1: 2,091 shares; 2025Q2: 2,092 shares; 2025Q3: 2,094 shares; 2025Q4: 2,099 shares; 2026Q1: 2,101 shares; 2026Q2: 2,102 shares 2,102 $332K 0.03% +1 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,073 shares; 2025Q1: 7,263 shares; 2025Q2: 7,263 shares; 2025Q3: 9,089 shares; 2025Q4: 9,089 shares; 2026Q1: 8,823 shares; 2026Q2: 8,823 shares 8,823 $326K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,167 shares; 2024Q4: 1,167 shares; 2025Q1: 1,188 shares; 2025Q2: 1,218 shares; 2025Q3: 1,188 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares; 2026Q2: 1,188 shares 1,188 $323K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,712 shares 2,712 $321K 0.03% new 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: 4,187 shares; 2024Q4: 4,635 shares; 2025Q1: 5,469 shares; 2025Q2: 5,417 shares; 2025Q3: 5,417 shares; 2025Q4: 5,417 shares; 2026Q1: 4,187 shares; 2026Q2: 4,187 shares 4,187 $301K 0.03% 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 reported; 2024Q4: not reported; 2025Q1: 3,429 shares; 2025Q2: 3,539 shares; 2025Q3: 3,851 shares; 2025Q4: 3,851 shares; 2026Q1: 3,875 shares; 2026Q2: 3,875 shares 3,875 $300K 0.03% 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: 2,441 shares; 2025Q1: 2,946 shares; 2025Q2: 3,348 shares; 2025Q3: 3,351 shares; 2025Q4: 6,817 shares; 2026Q1: 8,812 shares; 2026Q2: 8,804 shares 8,804 $293K 0.03% -8 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: not reported; 2025Q4: not reported; 2026Q1: 4,836 shares; 2026Q2: 4,836 shares 4,836 $291K 0.03% 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: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 7,704 shares; 2025Q2: 7,056 shares; 2025Q3: 7,056 shares; 2025Q4: 7,056 shares; 2026Q1: 7,056 shares; 2026Q2: 7,056 shares 7,056 $270K 0.03% 0 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,672 shares; 2024Q4: 34,227 shares; 2025Q1: not reported; 2025Q2: 27,208 shares; 2025Q3: 29,398 shares; 2025Q4: 29,339 shares; 2026Q1: 11,880 shares; 2026Q2: 5,079 shares 5,079 $257K 0.03% -6,801 Timeline VNQ 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: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 809 shares; 2025Q2: not reported; 2025Q3: 2,166 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,166 shares 2,166 $209K 0.02% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 13,313 shares; 2026Q1: 13,314 shares; 2026Q2: 13,314 shares 13,314 $200K 0.02% 0 Timeline