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: 1,047,334 shares; 2024Q4: 1,083,259 shares; 2025Q1: 1,061,705 shares; 2025Q2: 1,057,434 shares; 2025Q3: 1,036,525 shares; 2025Q4: 1,010,567 shares; 2026Q1: 997,270 shares; 2026Q2: 985,680 shares 985,680 $736M 24.2% -11,590 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: 3,654,591 shares; 2024Q4: 3,628,374 shares; 2025Q1: 3,636,384 shares; 2025Q2: 3,625,084 shares; 2025Q3: 3,711,893 shares; 2025Q4: 3,787,505 shares; 2026Q1: 3,942,504 shares; 2026Q2: 4,008,471 shares 4,008,471 $387M 12.73% +65,967 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: 451,080 shares; 2024Q4: 416,797 shares; 2025Q1: 383,029 shares; 2025Q2: 391,136 shares; 2025Q3: 413,758 shares; 2025Q4: 431,704 shares; 2026Q1: 452,028 shares; 2026Q2: 445,526 shares 445,526 $334M 10.97% -6,502 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: 2,068,928 shares; 2024Q4: 2,052,412 shares; 2025Q1: 2,040,100 shares; 2025Q2: 2,026,927 shares; 2025Q3: 2,014,463 shares; 2025Q4: 2,007,546 shares; 2026Q1: 1,999,325 shares; 2026Q2: 1,980,601 shares 1,980,601 $206M 6.76% -18,724 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: 2,210,736 shares; 2024Q4: 2,133,397 shares; 2025Q1: 2,066,483 shares; 2025Q2: 2,054,802 shares; 2025Q3: 2,222,857 shares; 2025Q4: 2,280,708 shares; 2026Q1: 2,278,273 shares; 2026Q2: 2,249,929 shares 2,249,929 $186M 6.13% -28,344 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: 1,138,852 shares; 2024Q4: 1,124,825 shares; 2025Q1: 2,241,415 shares; 2025Q2: 2,019,031 shares; 2025Q3: 2,056,956 shares; 2025Q4: 2,155,133 shares; 2026Q1: 2,300,281 shares; 2026Q2: 2,324,023 shares 2,324,023 $166M 5.44% +23,742 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: 117,991 shares; 2024Q4: 112,553 shares; 2025Q1: 362,968 shares; 2025Q2: 264,895 shares; 2025Q3: 247,889 shares; 2025Q4: 238,056 shares; 2026Q1: 238,838 shares; 2026Q2: 235,658 shares 235,658 $162M 5.32% -3,180 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: 1,796,454 shares; 2024Q4: 1,780,908 shares; 2025Q1: 1,881,523 shares; 2025Q2: 1,929,822 shares; 2025Q3: 1,928,580 shares; 2025Q4: 1,925,223 shares; 2026Q1: 1,902,237 shares; 2026Q2: 1,887,366 shares 1,887,366 $129M 4.24% -14,871 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: 185,510 shares; 2024Q4: 173,779 shares; 2025Q1: 216,867 shares; 2025Q2: 220,885 shares; 2025Q3: 227,797 shares; 2025Q4: 236,180 shares; 2026Q1: 215,155 shares; 2026Q2: 216,487 shares 216,487 $80.1M 2.63% +1,332 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: 1,053,289 shares; 2024Q4: 1,069,956 shares; 2025Q1: 1,598,641 shares; 2025Q2: 1,427,947 shares; 2025Q3: 1,450,238 shares; 2025Q4: 1,519,983 shares; 2026Q1: 1,503,025 shares; 2026Q2: 1,331,530 shares 1,331,530 $79.5M 2.61% -171,495 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: 170,158 shares; 2024Q4: 168,373 shares; 2025Q1: 164,107 shares; 2025Q2: 160,665 shares; 2025Q3: 155,814 shares; 2025Q4: 153,555 shares; 2026Q1: 145,181 shares; 2026Q2: 858,558 shares 858,558 $74M 2.43% +713,377 Timeline VTV 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: 247,439 shares; 2024Q4: 233,806 shares; 2025Q1: 315,471 shares; 2025Q2: 309,911 shares; 2025Q3: 307,832 shares; 2025Q4: 302,816 shares; 2026Q1: 299,946 shares; 2026Q2: 293,453 shares 293,453 $64M 2.1% -6,493 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,692 shares; 2024Q4: 105,170 shares; 2025Q1: 102,789 shares; 2025Q2: 103,343 shares; 2025Q3: 102,272 shares; 2025Q4: 97,621 shares; 2026Q1: 91,714 shares; 2026Q2: 366,232 shares 366,232 $45.5M 1.49% +274,518 Timeline 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: 96,479 shares; 2024Q4: 78,571 shares; 2025Q1: 79,391 shares; 2025Q2: 103,008 shares; 2025Q3: 102,691 shares; 2025Q4: 90,912 shares; 2026Q1: 94,531 shares; 2026Q2: 105,694 shares 105,694 $35.8M 1.18% +11,163 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: 102,203 shares; 2024Q4: 102,203 shares; 2025Q1: 102,983 shares; 2025Q2: 102,759 shares; 2025Q3: 94,325 shares; 2025Q4: 77,644 shares; 2026Q1: 66,916 shares; 2026Q2: 58,405 shares 58,405 $20.9M 0.69% -8,511 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: 218,630 shares; 2024Q4: 218,630 shares; 2025Q1: 218,631 shares; 2025Q2: 218,630 shares; 2025Q3: 218,630 shares; 2025Q4: 218,676 shares; 2026Q1: 218,630 shares; 2026Q2: 238,688 shares 238,688 $17.2M 0.56% +20,058 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: 113,029 shares; 2024Q4: 102,772 shares; 2025Q1: 99,785 shares; 2025Q2: 108,277 shares; 2025Q3: 112,356 shares; 2025Q4: 113,427 shares; 2026Q1: 191,311 shares; 2026Q2: 192,064 shares 192,064 $17M 0.56% +753 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: 100,433 shares; 2024Q4: 100,453 shares; 2025Q1: 74,412 shares; 2025Q2: 74,106 shares; 2025Q3: 74,101 shares; 2025Q4: 74,214 shares; 2026Q1: 74,101 shares; 2026Q2: 81,778 shares 81,778 $14.8M 0.49% +7,677 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,560 shares; 2024Q4: 83,210 shares; 2025Q1: 82,619 shares; 2025Q2: 82,474 shares; 2025Q3: 82,352 shares; 2025Q4: 80,817 shares; 2026Q1: 74,816 shares; 2026Q2: 35,009 shares 35,009 $8.49M 0.28% -39,807 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,502 shares; 2024Q4: 18,502 shares; 2025Q1: 18,884 shares; 2025Q2: 19,087 shares; 2025Q3: 18,749 shares; 2025Q4: 17,595 shares; 2026Q1: 17,595 shares; 2026Q2: 17,479 shares 17,479 $7.16M 0.24% -116 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: 72,927 shares; 2024Q4: 73,866 shares; 2025Q1: 2,885 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,668 shares; 2026Q1: 21,584 shares; 2026Q2: 22,547 shares 22,547 $6.52M 0.21% +963 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 125,000 shares; 2025Q2: 131,777 shares; 2025Q3: 131,777 shares; 2025Q4: 131,777 shares; 2026Q1: 116,689 shares; 2026Q2: 116,689 shares 116,689 $6.3M 0.21% 0 Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60,500 shares; 2025Q1: 139,000 shares; 2025Q2: 158,200 shares; 2025Q3: 130,700 shares; 2025Q4: 168,200 shares; 2026Q1: 149,300 shares; 2026Q2: 149,300 shares 149,300 $5.93M 0.19% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,191 shares; 2025Q2: 38,862 shares; 2025Q3: 113,399 shares; 2025Q4: 110,407 shares; 2026Q1: 110,407 shares; 2026Q2: 110,407 shares 110,407 $5.56M 0.18% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,850 shares; 2024Q4: 58,550 shares; 2025Q1: 10,327 shares; 2025Q2: 10,327 shares; 2025Q3: 10,138 shares; 2025Q4: 9,528 shares; 2026Q1: 9,420 shares; 2026Q2: 9,420 shares 9,420 $4.5M 0.15% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,369 shares; 2024Q4: 32,955 shares; 2025Q1: 31,146 shares; 2025Q2: 31,130 shares; 2025Q3: 30,373 shares; 2025Q4: 29,162 shares; 2026Q1: 29,785 shares; 2026Q2: 29,947 shares 29,947 $4.12M 0.14% +162 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: 72,429 shares; 2024Q4: 61,720 shares; 2025Q1: 46,749 shares; 2025Q2: 41,584 shares; 2025Q3: 13,049 shares; 2025Q4: 10,438 shares; 2026Q1: 9,679 shares; 2026Q2: 9,464 shares 9,464 $3.34M 0.11% -215 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,778 shares; 2024Q4: 18,707 shares; 2025Q1: 18,631 shares; 2025Q2: 46,051 shares; 2025Q3: 18,551 shares; 2025Q4: 16,820 shares; 2026Q1: 37,862 shares; 2026Q2: 17,970 shares 17,970 $2.82M 0.09% -19,892 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,094 shares; 2024Q4: 80,375 shares; 2025Q1: 80,375 shares; 2025Q2: 68,691 shares; 2025Q3: 40,257 shares; 2025Q4: 40,257 shares; 2026Q1: 30,257 shares; 2026Q2: 30,257 shares 30,257 $2.68M 0.09% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,651 shares; 2024Q4: 58,451 shares; 2025Q1: 71,447 shares; 2025Q2: 47,336 shares; 2025Q3: 45,683 shares; 2025Q4: 48,068 shares; 2026Q1: 33,019 shares; 2026Q2: 33,019 shares 33,019 $2.55M 0.08% 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: 10,780 shares; 2024Q4: 10,833 shares; 2025Q1: 9,580 shares; 2025Q2: 9,580 shares; 2025Q3: 9,580 shares; 2025Q4: 9,295 shares; 2026Q1: 10,783 shares; 2026Q2: 8,198 shares 8,198 $2.46M 0.08% -2,585 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,017 shares; 2025Q3: 45,607 shares; 2025Q4: 47,285 shares; 2026Q1: 47,285 shares; 2026Q2: 47,285 shares 47,285 $2.45M 0.08% 0 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: 41,354 shares; 2024Q4: 41,354 shares; 2025Q1: 47,397 shares; 2025Q2: 41,029 shares; 2025Q3: 41,209 shares; 2025Q4: 36,171 shares; 2026Q1: 28,228 shares; 2026Q2: 23,682 shares 23,682 $2.42M 0.08% -4,546 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: 12,718 shares; 2024Q4: 12,149 shares; 2025Q1: 10,215 shares; 2025Q2: 10,100 shares; 2025Q3: 9,812 shares; 2025Q4: 9,505 shares; 2026Q1: 9,468 shares; 2026Q2: 9,468 shares 9,468 $2.15M 0.07% 0 Timeline HEFA 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: 24,199 shares; 2026Q1: 24,199 shares; 2026Q2: 35,627 shares 35,627 $1.67M 0.05% +11,428 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,746 shares; 2024Q4: 20,746 shares; 2025Q1: 20,964 shares; 2025Q2: 20,964 shares; 2025Q3: 20,964 shares; 2025Q4: 21,314 shares; 2026Q1: 21,314 shares; 2026Q2: 21,287 shares 21,287 $1.56M 0.05% -27 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,966 shares; 2024Q4: 15,966 shares; 2025Q1: 16,528 shares; 2025Q2: 16,911 shares; 2025Q3: 16,911 shares; 2025Q4: 16,911 shares; 2026Q1: 16,911 shares; 2026Q2: 16,911 shares 16,911 $1.49M 0.05% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 4,113 shares 4,113 $1.23M 0.04% new 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: 6,216 shares; 2024Q4: 4,417 shares; 2025Q1: 9,527 shares; 2025Q2: 10,069 shares; 2025Q3: 9,785 shares; 2025Q4: 3,703 shares; 2026Q1: 3,274 shares; 2026Q2: 3,260 shares 3,260 $988K 0.03% -14 Timeline JBL JABIL INC More: the full row for JABIL 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: 810 shares; 2026Q2: 2,493 shares 2,493 $961K 0.03% +1,683 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: not reported; 2025Q2: 2,333 shares; 2025Q3: 2,308 shares; 2025Q4: 2,379 shares; 2026Q1: 2,308 shares; 2026Q2: 2,308 shares 2,308 $863K 0.03% 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: 34,578 shares; 2024Q4: 35,442 shares; 2025Q1: 4,508 shares; 2025Q2: 3,192 shares; 2025Q3: 1,990 shares; 2025Q4: 3,184 shares; 2026Q1: 2,659 shares; 2026Q2: 2,299 shares 2,299 $858K 0.03% -360 Timeline VONV 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: 7,952 shares; 2024Q4: 7,952 shares; 2025Q1: 7,952 shares; 2025Q2: 7,952 shares; 2025Q3: 7,952 shares; 2025Q4: 7,952 shares; 2026Q1: 7,952 shares; 2026Q2: 7,952 shares 7,952 $845K 0.03% 0 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: 8,683 shares; 2024Q4: 8,683 shares; 2025Q1: 8,634 shares; 2025Q2: 7,423 shares; 2025Q3: 6,959 shares; 2025Q4: 6,959 shares; 2026Q1: 7,459 shares; 2026Q2: 8,429 shares 8,429 $813K 0.03% +970 Timeline SPYV 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: 15,059 shares; 2024Q4: 14,771 shares; 2025Q1: 14,516 shares; 2025Q2: 13,497 shares; 2025Q3: 13,497 shares; 2025Q4: 13,292 shares; 2026Q1: 13,286 shares; 2026Q2: 13,286 shares 13,286 $808K 0.03% 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: 13,466 shares; 2024Q4: 13,833 shares; 2025Q1: 12,600 shares; 2025Q2: 12,630 shares; 2025Q3: 9,800 shares; 2025Q4: 10,085 shares; 2026Q1: 9,800 shares; 2026Q2: 9,800 shares 9,800 $796K 0.03% 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: 12,402 shares; 2024Q4: 12,402 shares; 2025Q1: 12,402 shares; 2025Q2: 12,402 shares; 2025Q3: 12,402 shares; 2025Q4: 11,452 shares; 2026Q1: 11,452 shares; 2026Q2: 9,658 shares 9,658 $729K 0.02% -1,794 Timeline VIS 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: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 2,004 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares; 2026Q1: 2,004 shares; 2026Q2: 2,004 shares 2,004 $722K 0.02% 0 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: 5,227 shares; 2024Q4: 5,227 shares; 2025Q1: 5,227 shares; 2025Q2: 4,877 shares; 2025Q3: 4,877 shares; 2025Q4: 3,719 shares; 2026Q1: 3,719 shares; 2026Q2: 3,253 shares 3,253 $720K 0.02% -466 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,934 shares; 2026Q1: 1,930 shares; 2026Q2: 1,930 shares 1,930 $711K 0.02% 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: 4,763 shares; 2024Q4: 4,763 shares; 2025Q1: 4,763 shares; 2025Q2: 4,763 shares; 2025Q3: 4,582 shares; 2025Q4: 4,306 shares; 2026Q1: 4,306 shares; 2026Q2: 4,306 shares 4,306 $680K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 594 shares; 2026Q1: 577 shares; 2026Q2: 577 shares 577 $678K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,892 shares; 2024Q4: 2,979 shares; 2025Q1: 2,979 shares; 2025Q2: 3,024 shares; 2025Q3: 2,979 shares; 2025Q4: 3,707 shares; 2026Q1: 3,575 shares; 2026Q2: 3,575 shares 3,575 $661K 0.02% 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: 1,583 shares; 2024Q4: 1,588 shares; 2025Q1: 1,889 shares; 2025Q2: 1,669 shares; 2025Q3: 1,314 shares; 2025Q4: 1,546 shares; 2026Q1: 1,309 shares; 2026Q2: 1,309 shares 1,309 $655K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 1,833 shares 1,833 $625K 0.02% new 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: 7,279 shares; 2024Q4: 21,837 shares; 2025Q1: 21,347 shares; 2025Q2: 21,347 shares; 2025Q3: 21,347 shares; 2025Q4: 21,347 shares; 2026Q1: 21,347 shares; 2026Q2: 21,347 shares 21,347 $618K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,005 shares; 2025Q3: 6,320 shares; 2025Q4: 8,489 shares; 2026Q1: 7,299 shares; 2026Q2: 10,654 shares 10,654 $607K 0.02% +3,355 Timeline XLRE 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: 13,787 shares; 2024Q4: 14,028 shares; 2025Q1: 13,787 shares; 2025Q2: 13,787 shares; 2025Q3: 13,787 shares; 2025Q4: 13,787 shares; 2026Q1: 13,787 shares; 2026Q2: 13,787 shares 13,787 $607K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 855 shares 855 $601K 0.02% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 3,507 shares 3,507 $596K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,180 shares 21,180 $587K 0.02% new Timeline VFH 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: 4,327 shares; 2024Q4: 4,327 shares; 2025Q1: 4,327 shares; 2025Q2: 4,327 shares; 2025Q3: 4,327 shares; 2025Q4: 4,327 shares; 2026Q1: 4,327 shares; 2026Q2: 4,327 shares 4,327 $569K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: 5,662 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,120 shares; 2026Q1: 1,565 shares; 2026Q2: 2,837 shares 2,837 $568K 0.02% +1,272 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: 4,321 shares; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 4,321 shares; 2025Q4: 4,321 shares; 2026Q1: 4,321 shares; 2026Q2: 4,321 shares 4,321 $552K 0.02% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 2,594 shares; 2026Q1: 2,594 shares; 2026Q2: 2,594 shares 2,594 $535K 0.02% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS 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: 702 shares; 2026Q2: 702 shares 702 $508K 0.02% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 9,986 shares 9,986 $495K 0.02% new 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: 3,861 shares; 2024Q4: 3,861 shares; 2025Q1: 3,921 shares; 2025Q2: 4,371 shares; 2025Q3: 4,371 shares; 2025Q4: 4,371 shares; 2026Q1: 5,369 shares; 2026Q2: 5,369 shares 5,369 $450K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,143 shares; 2024Q4: 7,238 shares; 2025Q1: 5,143 shares; 2025Q2: 5,143 shares; 2025Q3: 5,143 shares; 2025Q4: 5,143 shares; 2026Q1: 14,431 shares; 2026Q2: 4,064 shares 4,064 $448K 0.01% -10,367 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 1,179 shares 1,179 $443K 0.01% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,053 shares; 2024Q4: 3,388 shares; 2025Q1: 3,516 shares; 2025Q2: 3,516 shares; 2025Q3: 2,850 shares; 2025Q4: 2,761 shares; 2026Q1: 2,890 shares; 2026Q2: 2,890 shares 2,890 $429K 0.01% 0 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares; 2026Q1: 8,600 shares; 2026Q2: 8,600 shares 8,600 $392K 0.01% 0 Timeline VTWG 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: 2,324 shares; 2024Q4: 2,191 shares; 2025Q1: 2,191 shares; 2025Q2: 1,754 shares; 2025Q3: 1,597 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares; 2026Q2: 1,346 shares 1,346 $387K 0.01% -27 Timeline USB US BANCORP More: the full row for US BANCORP 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: 6,162 shares 6,162 $372K 0.01% new Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS 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: 1,917 shares 1,917 $372K 0.01% new Timeline ACWX 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: 4,745 shares; 2026Q2: 4,745 shares 4,745 $361K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,960 shares; 2024Q4: 34,099 shares; 2025Q1: 34,837 shares; 2025Q2: 1,970 shares; 2025Q3: 1,863 shares; 2025Q4: 1,738 shares; 2026Q1: 1,687 shares; 2026Q2: 1,687 shares 1,687 $359K 0.01% 0 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: 4,662 shares; 2024Q4: 4,662 shares; 2025Q1: 4,662 shares; 2025Q2: 4,662 shares; 2025Q3: 4,428 shares; 2025Q4: 4,428 shares; 2026Q1: 4,428 shares; 2026Q2: 4,428 shares 4,428 $339K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 1,713 shares 1,713 $331K 0.01% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 371 shares; 2025Q4: 406 shares; 2026Q1: 404 shares; 2026Q2: 404 shares 404 $298K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,869 shares; 2024Q4: 3,869 shares; 2025Q1: 3,869 shares; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares; 2025Q4: 3,869 shares; 2026Q1: 3,869 shares; 2026Q2: 3,869 shares 3,869 $293K 0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 836 shares; 2026Q1: 836 shares; 2026Q2: 836 shares 836 $281K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 1,892 shares; 2026Q1: 1,892 shares; 2026Q2: 1,892 shares 1,892 $277K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,050 shares; 2024Q4: 3,578 shares; 2025Q1: 3,393 shares; 2025Q2: 2,743 shares; 2025Q3: 2,723 shares; 2025Q4: 2,766 shares; 2026Q1: 2,638 shares; 2026Q2: 2,638 shares 2,638 $274K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,986 shares 4,986 $270K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS 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: 2,448 shares 2,448 $263K 0.01% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,958 shares; 2024Q4: 3,171 shares; 2025Q1: 1,998 shares; 2025Q2: 2,046 shares; 2025Q3: not reported; 2025Q4: 2,214 shares; 2026Q1: 1,885 shares; 2026Q2: 1,885 shares 1,885 $258K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES 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: 855 shares 855 $248K 0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,001 shares; 2026Q2: 1,001 shares 1,001 $246K 0.01% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 390 shares 390 $243K 0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 1,210 shares 1,210 $243K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 224 shares; 2026Q2: 224 shares 224 $233K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 2,940 shares 2,940 $232K 0.01% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS 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: 3,336 shares 3,336 $231K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 2,188 shares; 2025Q1: 1,652 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $228K 0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T 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: 4,042 shares 4,042 $225K 0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS 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: 1,158 shares 1,158 $224K 0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO 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: 2,662 shares 2,662 $220K 0.01% new Timeline GDRX GOODRX HLDGS INC More: the full row for GOODRX HLDGS 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: 11,392 shares; 2025Q4: 18,261 shares; 2026Q1: 18,261 shares; 2026Q2: 18,261 shares 18,261 $52.6K <0.01% 0 Timeline