SPYG 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: 229,907 shares; 2024Q4: 206,775 shares; 2025Q1: 208,532 shares; 2025Q2: 208,969 shares; 2025Q3: 204,355 shares; 2025Q4: 205,058 shares; 2026Q1: 207,920 shares; 2026Q2: 207,313 shares 207,313 $24.7M 11.93% -607 Timeline BIL 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: 125,128 shares; 2024Q4: 148,618 shares; 2025Q1: 157,699 shares; 2025Q2: 176,056 shares; 2025Q3: 190,344 shares; 2025Q4: 194,708 shares; 2026Q1: 194,153 shares; 2026Q2: 181,339 shares 181,339 $16.6M 8.03% -12,814 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: 204,515 shares; 2024Q4: 201,130 shares; 2025Q1: 204,951 shares; 2025Q2: 209,027 shares; 2025Q3: 210,495 shares; 2025Q4: 217,336 shares; 2026Q1: 222,247 shares; 2026Q2: 226,703 shares 226,703 $13.8M 6.66% +4,456 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: 25,925 shares; 2024Q4: 22,516 shares; 2025Q1: 22,554 shares; 2025Q2: 22,648 shares; 2025Q3: 22,393 shares; 2025Q4: 22,758 shares; 2026Q1: 23,124 shares; 2026Q2: 140,328 shares 140,328 $12.1M 5.84% +117,204 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: 6,480 shares; 2024Q4: 6,869 shares; 2025Q1: 6,882 shares; 2025Q2: 7,180 shares; 2025Q3: 12,838 shares; 2025Q4: 27,140 shares; 2026Q1: 27,316 shares; 2026Q2: 27,480 shares 27,480 $9.95M 4.81% +164 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,133 shares; 2025Q3: 86,233 shares; 2025Q4: 91,391 shares; 2026Q1: 95,717 shares; 2026Q2: 100,511 shares 100,511 $7.76M 3.75% +4,794 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,021 shares; 2024Q4: 140,497 shares; 2025Q1: 142,534 shares; 2025Q2: 143,343 shares; 2025Q3: 143,241 shares; 2025Q4: 149,814 shares; 2026Q1: 153,753 shares; 2026Q2: 159,481 shares 159,481 $7.51M 3.63% +5,728 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: 28,800 shares; 2024Q4: 28,294 shares; 2025Q1: 28,576 shares; 2025Q2: 29,036 shares; 2025Q3: 28,735 shares; 2025Q4: 29,626 shares; 2026Q1: 30,050 shares; 2026Q2: 30,540 shares 30,540 $7.23M 3.49% +490 Timeline SPSM 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: 101,332 shares; 2024Q4: 100,583 shares; 2025Q1: 104,755 shares; 2025Q2: 107,335 shares; 2025Q3: 108,521 shares; 2025Q4: 111,889 shares; 2026Q1: 115,145 shares; 2026Q2: 118,506 shares 118,506 $6.83M 3.3% +3,361 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: 40,208 shares; 2024Q4: 40,117 shares; 2025Q1: 40,685 shares; 2025Q2: 41,625 shares; 2025Q3: 40,013 shares; 2025Q4: 41,102 shares; 2026Q1: 41,503 shares; 2026Q2: 41,734 shares 41,734 $6.6M 3.19% +231 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: 23,763 shares; 2024Q4: 23,583 shares; 2025Q1: 23,684 shares; 2025Q2: 23,749 shares; 2025Q3: 22,784 shares; 2025Q4: 22,827 shares; 2026Q1: 22,193 shares; 2026Q2: 22,455 shares 22,455 $6.5M 3.14% +262 Timeline SCHD 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: 70,684 shares; 2024Q4: 214,148 shares; 2025Q1: 219,382 shares; 2025Q2: 190,903 shares; 2025Q3: 181,882 shares; 2025Q4: 188,626 shares; 2026Q1: 192,392 shares; 2026Q2: 197,820 shares 197,820 $6.27M 3.03% +5,428 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: 26,518 shares; 2024Q4: 25,958 shares; 2025Q1: 25,869 shares; 2025Q2: 28,655 shares; 2025Q3: 29,629 shares; 2025Q4: 29,487 shares; 2026Q1: 29,405 shares; 2026Q2: 29,245 shares 29,245 $5.85M 2.83% -160 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: 5,751 shares; 2024Q4: 5,753 shares; 2025Q1: 5,821 shares; 2025Q2: 9,810 shares; 2025Q3: 10,153 shares; 2025Q4: 10,607 shares; 2026Q1: 11,002 shares; 2026Q2: 11,278 shares 11,278 $5.64M 2.73% +276 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: 14,540 shares; 2024Q4: 14,526 shares; 2025Q1: 15,156 shares; 2025Q2: 15,368 shares; 2025Q3: 15,500 shares; 2025Q4: 16,050 shares; 2026Q1: 16,438 shares; 2026Q2: 67,355 shares 67,355 $5.43M 2.62% +50,917 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: 39,256 shares; 2024Q4: 47,054 shares; 2025Q1: 47,736 shares; 2025Q2: 48,241 shares; 2025Q3: 48,927 shares; 2025Q4: 50,132 shares; 2026Q1: 51,477 shares; 2026Q2: 53,611 shares 53,611 $5.18M 2.5% +2,134 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,075 shares; 2024Q4: 35,864 shares; 2025Q1: 36,284 shares; 2025Q2: 36,612 shares; 2025Q3: 37,105 shares; 2025Q4: 38,503 shares; 2026Q1: 39,704 shares; 2026Q2: 41,079 shares 41,079 $5.11M 2.47% +1,375 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,856 shares; 2024Q4: 29,376 shares; 2025Q1: 29,841 shares; 2025Q2: 30,185 shares; 2025Q3: 30,350 shares; 2025Q4: 31,136 shares; 2026Q1: 31,884 shares; 2026Q2: 32,498 shares 32,498 $4.76M 2.3% +614 Timeline VCIT 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: 34,002 shares; 2024Q4: 44,531 shares; 2025Q1: 45,850 shares; 2025Q2: 46,508 shares; 2025Q3: 47,084 shares; 2025Q4: 49,887 shares; 2026Q1: 51,409 shares; 2026Q2: 54,824 shares 54,824 $4.53M 2.19% +3,415 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,205 shares; 2024Q4: 87,779 shares; 2025Q1: 89,250 shares; 2025Q2: 84,293 shares; 2025Q3: 84,069 shares; 2025Q4: 88,201 shares; 2026Q1: 89,976 shares; 2026Q2: 93,745 shares 93,745 $3.78M 1.83% +3,769 Timeline SPIB 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: 102,993 shares; 2024Q4: 103,481 shares; 2025Q1: 105,206 shares; 2025Q2: 102,101 shares; 2025Q3: 101,796 shares; 2025Q4: 106,143 shares; 2026Q1: 108,404 shares; 2026Q2: 110,527 shares 110,527 $3.7M 1.79% +2,123 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,574 shares; 2024Q4: 13,673 shares; 2025Q1: 14,088 shares; 2025Q2: 22,257 shares; 2025Q3: 29,969 shares; 2025Q4: 36,151 shares; 2026Q1: 36,533 shares; 2026Q2: 38,066 shares 38,066 $3.35M 1.62% +1,533 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: 10,791 shares; 2024Q4: 10,775 shares; 2025Q1: 10,753 shares; 2025Q2: 11,030 shares; 2025Q3: 12,203 shares; 2025Q4: 12,221 shares; 2026Q1: 13,092 shares; 2026Q2: 13,425 shares 13,425 $3.2M 1.55% +333 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: 4,089 shares; 2024Q4: 4,099 shares; 2025Q1: 4,162 shares; 2025Q2: 4,286 shares; 2025Q3: 6,279 shares; 2025Q4: 6,407 shares; 2026Q1: 6,650 shares; 2026Q2: 7,038 shares 7,038 $2.63M 1.27% +388 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,787 shares; 2024Q4: 47,456 shares; 2025Q1: 48,483 shares; 2025Q2: 46,892 shares; 2025Q3: 46,359 shares; 2025Q4: 49,562 shares; 2026Q1: 49,512 shares; 2026Q2: 50,392 shares 50,392 $2.14M 1.03% +880 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: 27,976 shares; 2024Q4: 34,653 shares; 2025Q1: 35,364 shares; 2025Q2: 35,086 shares; 2025Q3: 36,510 shares; 2025Q4: 38,116 shares; 2026Q1: 38,934 shares; 2026Q2: 40,389 shares 40,389 $2.09M 1.01% +1,455 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: 5,338 shares; 2024Q4: 5,008 shares; 2025Q1: 5,169 shares; 2025Q2: 5,235 shares; 2025Q3: 5,263 shares; 2025Q4: 5,743 shares; 2026Q1: 5,995 shares; 2026Q2: 6,190 shares 6,190 $2.03M 0.98% +195 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,260 shares; 2024Q4: 4,261 shares; 2025Q1: 4,263 shares; 2025Q2: 4,234 shares; 2025Q3: 4,241 shares; 2025Q4: 4,202 shares; 2026Q1: 4,204 shares; 2026Q2: 4,163 shares 4,163 $1.57M 0.76% -41 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,245 shares; 2024Q4: 4,245 shares; 2025Q1: 4,328 shares; 2025Q2: 3,959 shares; 2025Q3: 3,734 shares; 2025Q4: 3,736 shares; 2026Q1: 3,776 shares; 2026Q2: 3,668 shares 3,668 $1.42M 0.69% -108 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: 8,556 shares; 2024Q4: 8,976 shares; 2025Q1: 9,338 shares; 2025Q2: 9,891 shares; 2025Q3: 10,552 shares; 2025Q4: 11,730 shares; 2026Q1: 11,442 shares; 2026Q2: 11,888 shares 11,888 $1.35M 0.65% +446 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: 1,397 shares; 2024Q4: 1,362 shares; 2025Q1: 1,361 shares; 2025Q2: 1,368 shares; 2025Q3: 1,411 shares; 2025Q4: 1,419 shares; 2026Q1: 1,388 shares; 2026Q2: 1,419 shares 1,419 $1.33M 0.64% +31 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,188 shares; 2025Q3: 10,100 shares; 2025Q4: 11,765 shares; 2026Q1: 11,213 shares; 2026Q2: 11,765 shares 11,765 $1.2M 0.58% +552 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 770 shares; 2025Q3: 899 shares; 2025Q4: 1,815 shares; 2026Q1: 1,837 shares; 2026Q2: 1,855 shares 1,855 $1.04M 0.51% +18 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: 1,693 shares; 2024Q4: 1,693 shares; 2025Q1: 1,696 shares; 2025Q2: 1,697 shares; 2025Q3: 1,587 shares; 2025Q4: 1,588 shares; 2026Q1: 1,679 shares; 2026Q2: 2,518 shares 2,518 $864K 0.42% +839 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,135 shares; 2025Q4: 3,160 shares; 2026Q1: 3,225 shares; 2026Q2: 3,330 shares 3,330 $838K 0.41% +105 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,701 shares; 2024Q4: 5,655 shares; 2025Q1: 5,734 shares; 2025Q2: 3,794 shares; 2025Q3: 4,137 shares; 2025Q4: 5,555 shares; 2026Q1: 5,628 shares; 2026Q2: 5,631 shares 5,631 $661K 0.32% +3 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,509 shares; 2024Q4: 9,171 shares; 2025Q1: 9,290 shares; 2025Q2: 10,106 shares; 2025Q3: 10,303 shares; 2025Q4: 10,474 shares; 2026Q1: 10,572 shares; 2026Q2: 10,419 shares 10,419 $648K 0.31% -153 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,190 shares; 2024Q4: 4,242 shares; 2025Q1: 4,258 shares; 2025Q2: 4,280 shares; 2025Q3: 4,282 shares; 2025Q4: 4,334 shares; 2026Q1: 4,336 shares; 2026Q2: 4,419 shares 4,419 $639K 0.31% +83 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,830 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,761 shares 1,761 $622K 0.3% +61 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,516 shares; 2024Q4: 4,611 shares; 2025Q1: 4,898 shares; 2025Q2: 5,777 shares; 2025Q3: 5,777 shares; 2025Q4: 6,074 shares; 2026Q1: 6,592 shares; 2026Q2: 6,934 shares 6,934 $562K 0.27% +342 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: 1,068 shares; 2024Q4: 1,060 shares; 2025Q1: 1,067 shares; 2025Q2: 1,065 shares; 2025Q3: 979 shares; 2025Q4: 980 shares; 2026Q1: 713 shares; 2026Q2: 694 shares 694 $520K 0.25% -19 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: 4,712 shares; 2024Q4: 4,727 shares; 2025Q1: 5,267 shares; 2025Q2: not reported; 2025Q3: 1,081 shares; 2025Q4: 1,056 shares; 2026Q1: 1,126 shares; 2026Q2: 1,318 shares 1,318 $471K 0.23% +192 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: 1,788 shares; 2024Q4: 1,789 shares; 2025Q1: 1,795 shares; 2025Q2: 1,801 shares; 2025Q3: 1,807 shares; 2025Q4: 1,813 shares; 2026Q1: 1,821 shares; 2026Q2: 1,831 shares 1,831 $410K 0.2% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621 shares; 2025Q4: 789 shares; 2026Q1: 768 shares; 2026Q2: 959 shares 959 $399K 0.19% +191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 616 shares; 2026Q1: not reported; 2026Q2: 1,088 shares 1,088 $384K 0.19% new 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: 2,977 shares; 2024Q4: 2,887 shares; 2025Q1: 3,373 shares; 2025Q2: 2,507 shares; 2025Q3: 1,936 shares; 2025Q4: 1,943 shares; 2026Q1: 1,963 shares; 2026Q2: 2,649 shares 2,649 $359K 0.17% +686 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,040 shares; 2024Q4: 3,040 shares; 2025Q1: 3,040 shares; 2025Q2: 3,040 shares; 2025Q3: 3,040 shares; 2025Q4: 3,040 shares; 2026Q1: 3,040 shares; 2026Q2: 3,040 shares 3,040 $358K 0.17% 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: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 504 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 513 shares; 2026Q2: 513 shares 513 $352K 0.17% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,211 shares; 2024Q4: 6,521 shares; 2025Q1: 6,579 shares; 2025Q2: 6,454 shares; 2025Q3: 6,255 shares; 2025Q4: 6,155 shares; 2026Q1: 6,118 shares; 2026Q2: 6,568 shares 6,568 $349K 0.17% +450 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: 1,652 shares; 2024Q4: 1,746 shares; 2025Q1: 1,842 shares; 2025Q2: 1,650 shares; 2025Q3: 1,776 shares; 2025Q4: 1,912 shares; 2026Q1: 1,999 shares; 2026Q2: 1,989 shares 1,989 $330K 0.16% -10 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: 2,173 shares; 2024Q4: 1,895 shares; 2025Q1: 1,908 shares; 2025Q2: 1,390 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 1,215 shares; 2026Q2: 1,215 shares 1,215 $308K 0.15% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,166 shares; 2024Q4: 1,170 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 529 shares; 2025Q4: 457 shares; 2026Q1: not reported; 2026Q2: 712 shares 712 $299K 0.14% new 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: 4,448 shares; 2025Q3: 4,768 shares; 2025Q4: 4,975 shares; 2026Q1: 5,201 shares; 2026Q2: 5,109 shares 5,109 $291K 0.14% -92 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,618 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491 shares 491 $285K 0.14% new Timeline PFXF 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: 15,497 shares; 2024Q4: 15,509 shares; 2025Q1: 15,326 shares; 2025Q2: 15,075 shares; 2025Q3: 14,173 shares; 2025Q4: 14,676 shares; 2026Q1: 14,349 shares; 2026Q2: 15,328 shares 15,328 $273K 0.13% +979 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: 607 shares; 2024Q4: 608 shares; 2025Q1: 655 shares; 2025Q2: 652 shares; 2025Q3: 446 shares; 2025Q4: 454 shares; 2026Q1: 485 shares; 2026Q2: 517 shares 517 $265K 0.13% +32 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,539 shares; 2025Q2: 5,864 shares; 2025Q3: 5,783 shares; 2025Q4: 5,998 shares; 2026Q1: 6,121 shares; 2026Q2: 6,064 shares 6,064 $263K 0.13% -57 Timeline MMI MARCUS & MILLICHAP INC More: the full row for MARCUS & MILLICHAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,676 shares; 2024Q4: 7,676 shares; 2025Q1: 7,676 shares; 2025Q2: 7,676 shares; 2025Q3: 9,706 shares; 2025Q4: 8,344 shares; 2026Q1: 8,344 shares; 2026Q2: 8,344 shares 8,344 $260K 0.13% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 660 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $257K 0.12% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES 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: 1,903 shares; 2026Q1: 1,927 shares; 2026Q2: 1,996 shares 1,996 $252K 0.12% +69 Timeline BILS 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: 2,515 shares; 2024Q4: 2,554 shares; 2025Q1: 3,327 shares; 2025Q2: 2,939 shares; 2025Q3: 2,534 shares; 2025Q4: 2,534 shares; 2026Q1: 2,534 shares; 2026Q2: 2,534 shares 2,534 $252K 0.12% 0 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 reported; 2024Q4: 733 shares; 2025Q1: not reported; 2025Q2: 977 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 707 shares; 2026Q2: 707 shares 707 $239K 0.12% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY 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: 1,124 shares 1,124 $235K 0.11% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE 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: 1,070 shares; 2026Q1: 1,071 shares; 2026Q2: 1,071 shares 1,071 $234K 0.11% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 997 shares; 2024Q4: 1,003 shares; 2025Q1: 1,002 shares; 2025Q2: 831 shares; 2025Q3: 857 shares; 2025Q4: 876 shares; 2026Q1: 826 shares; 2026Q2: 844 shares 844 $228K 0.11% +18 Timeline IGV 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: not reported; 2026Q2: 2,363 shares 2,363 $214K 0.1% new 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: 1,035 shares; 2024Q4: 991 shares; 2025Q1: 994 shares; 2025Q2: 670 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 572 shares 572 $212K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 440 shares 440 $210K 0.1% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,199 shares; 2025Q4: 2,199 shares; 2026Q1: 2,199 shares; 2026Q2: 2,233 shares 2,233 $203K 0.1% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,489 shares; 2026Q1: 2,541 shares; 2026Q2: 2,541 shares 2,541 $202K 0.1% 0 Timeline