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: 74,531 shares; 2024Q4: 74,362 shares; 2025Q1: 73,360 shares; 2025Q2: 72,240 shares; 2025Q3: 71,831 shares; 2025Q4: 72,346 shares; 2026Q1: 71,628 shares; 2026Q2: 71,609 shares 71,609 $35.8M 6.14% -19 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: 124,561 shares; 2024Q4: 122,315 shares; 2025Q1: 121,068 shares; 2025Q2: 119,924 shares; 2025Q3: 118,714 shares; 2025Q4: 118,780 shares; 2026Q1: 117,025 shares; 2026Q2: 120,621 shares 120,621 $34.9M 5.98% +3,596 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: 144,910 shares; 2024Q4: 146,795 shares; 2025Q1: 144,891 shares; 2025Q2: 142,465 shares; 2025Q3: 140,126 shares; 2025Q4: 140,007 shares; 2026Q1: 109,552 shares; 2026Q2: 88,790 shares 88,790 $31.7M 5.44% -20,762 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: 71,402 shares; 2024Q4: 70,329 shares; 2025Q1: 68,765 shares; 2025Q2: 67,708 shares; 2025Q3: 66,749 shares; 2025Q4: 66,797 shares; 2026Q1: 69,843 shares; 2026Q2: 70,412 shares 70,412 $26.3M 4.5% +569 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: 102,202 shares; 2024Q4: 102,460 shares; 2025Q1: 101,401 shares; 2025Q2: 100,187 shares; 2025Q3: 102,315 shares; 2025Q4: 102,285 shares; 2026Q1: 101,419 shares; 2026Q2: 100,917 shares 100,917 $22M 3.78% -502 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 133,457 shares; 2025Q1: 196,047 shares; 2025Q2: 255,224 shares; 2025Q3: 310,393 shares; 2025Q4: 335,866 shares; 2026Q1: 379,512 shares; 2026Q2: 401,942 shares 401,942 $19.7M 3.38% +22,430 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: 138,431 shares; 2024Q4: 138,328 shares; 2025Q1: 137,280 shares; 2025Q2: 130,811 shares; 2025Q3: 128,881 shares; 2025Q4: 129,661 shares; 2026Q1: 128,591 shares; 2026Q2: 139,820 shares 139,820 $19.1M 3.28% +11,229 Timeline DUHP 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: 419,527 shares; 2024Q4: 423,274 shares; 2025Q1: 418,511 shares; 2025Q2: 426,889 shares; 2025Q3: 435,134 shares; 2025Q4: 447,550 shares; 2026Q1: 448,326 shares; 2026Q2: 451,548 shares 451,548 $18.8M 3.23% +3,222 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,080 shares; 2024Q4: 257,080 shares; 2025Q1: 257,080 shares; 2025Q2: 257,080 shares; 2025Q3: 258,080 shares; 2025Q4: 258,080 shares; 2026Q1: 258,080 shares; 2026Q2: 259,080 shares 259,080 $18.6M 3.19% +1,000 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,697 shares; 2024Q4: 147,637 shares; 2025Q1: 145,408 shares; 2025Q2: 143,078 shares; 2025Q3: 141,134 shares; 2025Q4: 140,548 shares; 2026Q1: 137,768 shares; 2026Q2: 141,913 shares 141,913 $17.9M 3.06% +4,145 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: 66,537 shares; 2024Q4: 66,356 shares; 2025Q1: 65,624 shares; 2025Q2: 64,809 shares; 2025Q3: 64,624 shares; 2025Q4: 64,912 shares; 2026Q1: 74,007 shares; 2026Q2: 73,894 shares 73,894 $17.6M 3.02% -113 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,969 shares; 2024Q4: 49,826 shares; 2025Q1: 49,181 shares; 2025Q2: 48,496 shares; 2025Q3: 48,157 shares; 2025Q4: 47,690 shares; 2026Q1: 46,974 shares; 2026Q2: 46,381 shares 46,381 $17.4M 2.98% -593 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,704 shares; 2026Q2: 43,442 shares 43,442 $16.4M 2.81% +738 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: 245,278 shares; 2024Q4: 244,459 shares; 2025Q1: 241,214 shares; 2025Q2: 236,256 shares; 2025Q3: 234,504 shares; 2025Q4: 234,978 shares; 2026Q1: 232,906 shares; 2026Q2: 231,879 shares 231,879 $16.4M 2.8% -1,027 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: 530,911 shares; 2024Q4: 528,882 shares; 2025Q1: 523,696 shares; 2025Q2: 557,341 shares; 2025Q3: 551,951 shares; 2025Q4: 551,814 shares; 2026Q1: 427,690 shares; 2026Q2: 285,955 shares 285,955 $16.3M 2.79% -141,735 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,133 shares; 2025Q3: 30,933 shares; 2025Q4: 31,241 shares; 2026Q1: 30,794 shares; 2026Q2: 30,746 shares 30,746 $16.1M 2.76% -48 Timeline DFAU 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: 182,170 shares; 2024Q4: 199,701 shares; 2025Q1: 200,696 shares; 2025Q2: 244,363 shares; 2025Q3: 258,475 shares; 2025Q4: 323,632 shares; 2026Q1: 296,675 shares; 2026Q2: 301,928 shares 301,928 $15.6M 2.67% +5,253 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,638 shares; 2024Q4: 58,274 shares; 2025Q1: 57,561 shares; 2025Q2: 56,512 shares; 2025Q3: 56,072 shares; 2025Q4: 55,917 shares; 2026Q1: 55,019 shares; 2026Q2: 54,587 shares 54,587 $14.2M 2.44% -432 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,995 shares; 2024Q4: 77,106 shares; 2025Q1: 72,957 shares; 2025Q2: 57,256 shares; 2025Q3: 56,861 shares; 2025Q4: 57,151 shares; 2026Q1: 55,869 shares; 2026Q2: 55,557 shares 55,557 $14M 2.39% -312 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: not reported; 2024Q4: 393 shares; 2025Q1: 392 shares; 2025Q2: 393 shares; 2025Q3: 392 shares; 2025Q4: 397 shares; 2026Q1: 414 shares; 2026Q2: 23,428 shares 23,428 $12M 2.06% +23,014 Timeline DFAI 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: 155,581 shares; 2024Q4: 182,149 shares; 2025Q1: 183,012 shares; 2025Q2: 205,029 shares; 2025Q3: 225,854 shares; 2025Q4: 247,461 shares; 2026Q1: 264,019 shares; 2026Q2: 282,045 shares 282,045 $11.6M 1.99% +18,026 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: 8,589 shares; 2024Q4: 8,535 shares; 2025Q1: 8,452 shares; 2025Q2: 8,309 shares; 2025Q3: 8,215 shares; 2025Q4: 8,222 shares; 2026Q1: 8,150 shares; 2026Q2: 5,484 shares 5,484 $10.7M 1.83% -2,666 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 44,708 shares; 2025Q2: 44,011 shares; 2025Q3: 43,675 shares; 2025Q4: 43,393 shares; 2026Q1: 53,893 shares; 2026Q2: 51,886 shares 51,886 $10.6M 1.82% -2,007 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: 175,088 shares; 2024Q4: 175,651 shares; 2025Q1: 186,868 shares; 2025Q2: 200,817 shares; 2025Q3: 199,395 shares; 2025Q4: 199,941 shares; 2026Q1: 194,428 shares; 2026Q2: 187,985 shares 187,985 $9.01M 1.54% -6,443 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: 75,260 shares; 2024Q4: 74,697 shares; 2025Q1: 73,808 shares; 2025Q2: 72,685 shares; 2025Q3: 71,938 shares; 2025Q4: 72,024 shares; 2026Q1: 70,984 shares; 2026Q2: 44,143 shares 44,143 $8.86M 1.52% -26,841 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 78,634 shares; 2025Q4: 74,930 shares; 2026Q1: 111,834 shares; 2026Q2: 108,344 shares 108,344 $7.79M 1.33% -3,490 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: 100,485 shares; 2024Q4: 98,511 shares; 2025Q1: 98,511 shares; 2025Q2: 98,511 shares; 2025Q3: 94,776 shares; 2025Q4: 94,429 shares; 2026Q1: 92,364 shares; 2026Q2: 92,391 shares 92,391 $7.64M 1.31% +27 Timeline DFAC 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: 150,405 shares; 2024Q4: 144,562 shares; 2025Q1: 146,048 shares; 2025Q2: 140,144 shares; 2025Q3: 136,467 shares; 2025Q4: 133,517 shares; 2026Q1: 168,710 shares; 2026Q2: 164,817 shares 164,817 $7.31M 1.25% -3,893 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,954 shares; 2025Q2: 57,862 shares; 2025Q3: 98,172 shares; 2025Q4: 108,345 shares; 2026Q1: 127,826 shares; 2026Q2: 135,006 shares 135,006 $6.99M 1.2% +7,180 Timeline VTIP 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: 81,599 shares; 2024Q4: 81,607 shares; 2025Q1: 85,642 shares; 2025Q2: 87,714 shares; 2025Q3: 91,616 shares; 2025Q4: 96,853 shares; 2026Q1: 123,573 shares; 2026Q2: 135,668 shares 135,668 $6.81M 1.17% +12,095 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,339 shares; 2024Q4: 36,344 shares; 2025Q1: 36,069 shares; 2025Q2: 35,853 shares; 2025Q3: 49,195 shares; 2025Q4: 51,700 shares; 2026Q1: 52,130 shares; 2026Q2: 50,121 shares 50,121 $6.24M 1.07% -2,009 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: 82,882 shares; 2024Q4: 164,205 shares; 2025Q1: 173,421 shares; 2025Q2: 171,722 shares; 2025Q3: 170,430 shares; 2025Q4: 169,314 shares; 2026Q1: 240,649 shares; 2026Q2: 253,954 shares 253,954 $6.13M 1.05% +13,305 Timeline DCOR 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: not reported; 2025Q1: not reported; 2025Q2: 4,180 shares; 2025Q3: 10,041 shares; 2025Q4: 24,497 shares; 2026Q1: 50,770 shares; 2026Q2: 65,872 shares 65,872 $5.4M 0.93% +15,102 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 23,924 shares 23,924 $5.36M 0.92% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 23,923 shares 23,923 $5.29M 0.91% new Timeline DFAE 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: 63,879 shares; 2024Q4: 66,201 shares; 2025Q1: 67,703 shares; 2025Q2: 74,564 shares; 2025Q3: 80,280 shares; 2025Q4: 88,798 shares; 2026Q1: 98,278 shares; 2026Q2: 102,801 shares 102,801 $4.13M 0.71% +4,523 Timeline DFAX 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: 57,178 shares; 2024Q4: 56,487 shares; 2025Q1: 56,699 shares; 2025Q2: 57,734 shares; 2025Q3: 57,240 shares; 2025Q4: 56,231 shares; 2026Q1: 97,639 shares; 2026Q2: 111,936 shares 111,936 $4.12M 0.71% +14,297 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: 24,763 shares; 2024Q4: 48,891 shares; 2025Q1: 48,891 shares; 2025Q2: 67,675 shares; 2025Q3: 79,949 shares; 2025Q4: 87,058 shares; 2026Q1: 121,279 shares; 2026Q2: 162,823 shares 162,823 $4.02M 0.69% +41,544 Timeline DIHP 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: 74,136 shares; 2024Q4: 80,457 shares; 2025Q1: 80,625 shares; 2025Q2: 86,952 shares; 2025Q3: 92,766 shares; 2025Q4: 99,703 shares; 2026Q1: 103,001 shares; 2026Q2: 106,622 shares 106,622 $3.64M 0.62% +3,621 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: 21,005 shares; 2024Q4: 20,511 shares; 2025Q1: 19,160 shares; 2025Q2: 17,350 shares; 2025Q3: 17,052 shares; 2025Q4: 17,043 shares; 2026Q1: 17,036 shares; 2026Q2: 18,541 shares 18,541 $3.07M 0.53% +1,505 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: 9,835 shares; 2024Q4: 27,213 shares; 2025Q1: 27,520 shares; 2025Q2: 30,439 shares; 2025Q3: 32,612 shares; 2025Q4: 34,545 shares; 2026Q1: 36,531 shares; 2026Q2: 40,343 shares 40,343 $2.82M 0.48% +3,812 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,429 shares; 2024Q4: 10,432 shares; 2025Q1: 10,430 shares; 2025Q2: 10,426 shares; 2025Q3: 10,426 shares; 2025Q4: 10,426 shares; 2026Q1: 10,426 shares; 2026Q2: 10,369 shares 10,369 $2.65M 0.45% -57 Timeline DFSI 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: 45,736 shares; 2024Q4: 45,736 shares; 2025Q1: 45,736 shares; 2025Q2: 45,736 shares; 2025Q3: 45,736 shares; 2025Q4: 45,736 shares; 2026Q1: 45,887 shares; 2026Q2: 45,887 shares 45,887 $2.07M 0.35% 0 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: 24,381 shares; 2024Q4: 47,892 shares; 2025Q1: 59,048 shares; 2025Q2: 59,140 shares; 2025Q3: 59,218 shares; 2025Q4: 61,164 shares; 2026Q1: 68,214 shares; 2026Q2: 73,860 shares 73,860 $1.96M 0.34% +5,646 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: 10,590 shares; 2024Q4: 10,448 shares; 2025Q1: 10,194 shares; 2025Q2: 7,416 shares; 2025Q3: 7,328 shares; 2025Q4: 6,979 shares; 2026Q1: 6,979 shares; 2026Q2: 6,939 shares 6,939 $1.76M 0.3% -40 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: 23,132 shares; 2024Q4: 23,132 shares; 2025Q1: 23,132 shares; 2025Q2: 23,132 shares; 2025Q3: 23,132 shares; 2025Q4: 23,132 shares; 2026Q1: 23,132 shares; 2026Q2: 23,132 shares 23,132 $1.75M 0.3% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,279 shares; 2024Q4: 9,204 shares; 2025Q1: 9,057 shares; 2025Q2: 7,706 shares; 2025Q3: 7,616 shares; 2025Q4: 7,599 shares; 2026Q1: 7,599 shares; 2026Q2: 7,751 shares 7,751 $1.68M 0.29% +152 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: 25,437 shares; 2025Q3: 25,437 shares; 2025Q4: 25,437 shares; 2026Q1: 25,437 shares; 2026Q2: 20,343 shares 20,343 $1.62M 0.28% -5,094 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: 5,291 shares; 2024Q4: 5,291 shares; 2025Q1: 4,856 shares; 2025Q2: 4,856 shares; 2025Q3: 4,346 shares; 2025Q4: 4,863 shares; 2026Q1: 4,563 shares; 2026Q2: 4,630 shares 4,630 $1.52M 0.26% +67 Timeline 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: 3,737 shares; 2024Q4: 3,778 shares; 2025Q1: 3,292 shares; 2025Q2: 2,901 shares; 2025Q3: 2,854 shares; 2025Q4: 2,829 shares; 2026Q1: 2,199 shares; 2026Q2: 2,007 shares 2,007 $1.5M 0.26% -192 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: 3,501 shares; 2024Q4: 3,555 shares; 2025Q1: 3,578 shares; 2025Q2: 3,587 shares; 2025Q3: 3,597 shares; 2025Q4: 3,603 shares; 2026Q1: 3,487 shares; 2026Q2: 3,836 shares 3,836 $1.36M 0.23% +349 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,465 shares; 2024Q4: 7,465 shares; 2025Q1: 7,465 shares; 2025Q2: 7,465 shares; 2025Q3: 7,465 shares; 2025Q4: 7,465 shares; 2026Q1: 7,465 shares; 2026Q2: 7,465 shares 7,465 $1.33M 0.23% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,187 shares; 2024Q4: 27,187 shares; 2025Q1: 27,187 shares; 2025Q2: 27,187 shares; 2025Q3: 27,187 shares; 2025Q4: 27,187 shares; 2026Q1: 27,187 shares; 2026Q2: 27,187 shares 27,187 $1.25M 0.21% 0 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: 1,604 shares; 2024Q4: 1,492 shares; 2025Q1: 1,493 shares; 2025Q2: 1,387 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares; 2026Q1: 1,224 shares; 2026Q2: 1,297 shares 1,297 $1.21M 0.21% +73 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,111 shares; 2024Q4: 2,255 shares; 2025Q1: 1,969 shares; 2025Q2: 2,000 shares; 2025Q3: 2,213 shares; 2025Q4: 2,228 shares; 2026Q1: 2,234 shares; 2026Q2: 5,884 shares 5,884 $1.18M 0.2% +3,650 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,332 shares; 2024Q4: 3,332 shares; 2025Q1: 3,329 shares; 2025Q2: 3,334 shares; 2025Q3: 3,315 shares; 2025Q4: 3,781 shares; 2026Q1: 3,777 shares; 2026Q2: 3,993 shares 3,993 $1.12M 0.19% +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: 3,379 shares; 2024Q4: 3,446 shares; 2025Q1: 3,284 shares; 2025Q2: 3,007 shares; 2025Q3: 3,004 shares; 2025Q4: 3,009 shares; 2026Q1: 3,018 shares; 2026Q2: 3,033 shares 3,033 $1.04M 0.18% +15 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: 1,017 shares; 2024Q4: 1,017 shares; 2025Q1: 1,017 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares; 2025Q4: 985 shares; 2026Q1: 932 shares; 2026Q2: 905 shares 905 $964K 0.17% -27 Timeline DFGR 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: 15,026 shares; 2025Q1: 15,263 shares; 2025Q2: 19,344 shares; 2025Q3: 22,280 shares; 2025Q4: 24,432 shares; 2026Q1: 28,246 shares; 2026Q2: 30,471 shares 30,471 $883K 0.15% +2,225 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: 10,321 shares; 2024Q4: 10,403 shares; 2025Q1: 10,380 shares; 2025Q2: 10,268 shares; 2025Q3: 9,903 shares; 2025Q4: 9,935 shares; 2026Q1: 9,468 shares; 2026Q2: 5,532 shares 5,532 $811K 0.14% -3,936 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: 10,927 shares; 2024Q4: 10,477 shares; 2025Q1: 9,350 shares; 2025Q2: 9,350 shares; 2025Q3: 9,350 shares; 2025Q4: 9,358 shares; 2026Q1: 9,358 shares; 2026Q2: 9,397 shares 9,397 $764K 0.13% +39 Timeline DFSU 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: 14,177 shares; 2024Q4: 14,177 shares; 2025Q1: 14,177 shares; 2025Q2: 14,177 shares; 2025Q3: 15,524 shares; 2025Q4: 14,570 shares; 2026Q1: 14,570 shares; 2026Q2: 14,570 shares 14,570 $679K 0.12% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,359 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,359 shares; 2025Q3: 1,357 shares; 2025Q4: 1,357 shares; 2026Q1: 1,357 shares; 2026Q2: 1,342 shares 1,342 $664K 0.11% -15 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 469 shares; 2025Q4: 476 shares; 2026Q1: 475 shares; 2026Q2: 531 shares 531 $637K 0.11% +56 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 514 shares 514 $593K 0.1% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,122 shares; 2024Q4: 3,124 shares; 2025Q1: 3,126 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares; 2026Q1: 3,121 shares; 2026Q2: 3,309 shares 3,309 $587K 0.1% +188 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,265 shares; 2026Q1: 597 shares; 2026Q2: 855 shares 855 $587K 0.1% +258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,541 shares 9,541 $507K 0.09% new 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: 1,362 shares; 2024Q4: 1,359 shares; 2025Q1: 1,364 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,369 shares; 2026Q1: 1,369 shares; 2026Q2: 1,371 shares 1,371 $496K 0.09% +2 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: 1,105 shares; 2024Q4: 1,106 shares; 2025Q1: 1,109 shares; 2025Q2: 1,072 shares; 2025Q3: 1,075 shares; 2025Q4: 1,076 shares; 2026Q1: 951 shares; 2026Q2: 1,384 shares 1,384 $488K 0.08% +433 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: 3,640 shares; 2024Q4: 2,977 shares; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares; 2025Q3: 2,902 shares; 2025Q4: 2,907 shares; 2026Q1: 2,892 shares; 2026Q2: 3,404 shares 3,404 $461K 0.08% +512 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: 32,012 shares; 2024Q4: 27,246 shares; 2025Q1: 24,096 shares; 2025Q2: 24,135 shares; 2025Q3: 23,920 shares; 2025Q4: 20,774 shares; 2026Q1: 18,923 shares; 2026Q2: 18,926 shares 18,926 $456K 0.08% +3 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,974 shares; 2024Q4: 3,849 shares; 2025Q1: 3,849 shares; 2025Q2: 3,849 shares; 2025Q3: 3,849 shares; 2025Q4: 3,689 shares; 2026Q1: 3,689 shares; 2026Q2: 3,949 shares 3,949 $441K 0.08% +260 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 746 shares 746 $433K 0.07% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,501 shares; 2024Q4: 9,501 shares; 2025Q1: 9,364 shares; 2025Q2: 9,226 shares; 2025Q3: 9,068 shares; 2025Q4: 8,771 shares; 2026Q1: 8,771 shares; 2026Q2: 8,376 shares 8,376 $428K 0.07% -395 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: not reported; 2025Q3: 770 shares; 2025Q4: 754 shares; 2026Q1: not reported; 2026Q2: 1,107 shares 1,107 $414K 0.07% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,416 shares; 2025Q3: 5,416 shares; 2025Q4: 5,416 shares; 2026Q1: 5,416 shares; 2026Q2: 5,416 shares 5,416 $409K 0.07% 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: 1,174 shares; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,296 shares; 2026Q1: 1,314 shares; 2026Q2: 1,494 shares 1,494 $404K 0.07% +180 Timeline DFAW 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,499 shares; 2026Q1: 4,537 shares; 2026Q2: 4,561 shares 4,561 $378K 0.06% +24 Timeline DFAR 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: 43,503 shares; 2024Q4: 9,968 shares; 2025Q1: 9,968 shares; 2025Q2: 9,968 shares; 2025Q3: 9,968 shares; 2025Q4: 9,968 shares; 2026Q1: 13,966 shares; 2026Q2: 13,966 shares 13,966 $365K 0.06% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: 4,894 shares 4,894 $354K 0.06% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,670 shares; 2024Q4: 3,670 shares; 2025Q1: 3,395 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,998 shares; 2026Q1: 1,999 shares; 2026Q2: 2,011 shares 2,011 $335K 0.06% +12 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,612 shares; 2024Q4: 6,611 shares; 2025Q1: 6,613 shares; 2025Q2: 6,610 shares; 2025Q3: 6,612 shares; 2025Q4: 6,612 shares; 2026Q1: 6,612 shares; 2026Q2: 6,789 shares 6,789 $330K 0.06% +177 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: 806 shares; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: 806 shares; 2025Q4: 806 shares; 2026Q1: 806 shares; 2026Q2: 806 shares 806 $330K 0.06% 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: 368 shares; 2024Q4: 425 shares; 2025Q1: 430 shares; 2025Q2: 425 shares; 2025Q3: 429 shares; 2025Q4: 447 shares; 2026Q1: 438 shares; 2026Q2: 580 shares 580 $327K 0.06% +142 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,441 shares; 2024Q4: 4,441 shares; 2025Q1: 4,441 shares; 2025Q2: 4,441 shares; 2025Q3: 4,441 shares; 2025Q4: 4,441 shares; 2026Q1: 6,398 shares; 2026Q2: 6,398 shares 6,398 $326K 0.06% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,298 shares; 2024Q4: 4,319 shares; 2025Q1: 4,230 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,618 shares; 2026Q2: 5,647 shares 5,647 $325K 0.06% +2,029 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: 5,299 shares; 2025Q1: 5,194 shares; 2025Q2: 5,130 shares; 2025Q3: 4,373 shares; 2025Q4: 4,349 shares; 2026Q1: 4,339 shares; 2026Q2: 3,237 shares 3,237 $312K 0.05% -1,102 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: 2,111 shares; 2024Q4: 2,164 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,304 shares; 2026Q1: 2,335 shares; 2026Q2: 2,318 shares 2,318 $298K 0.05% -17 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: 6,242 shares; 2024Q4: 12,484 shares; 2025Q1: 10,451 shares; 2025Q2: 10,451 shares; 2025Q3: 10,451 shares; 2025Q4: 10,451 shares; 2026Q1: 10,451 shares; 2026Q2: 10,451 shares 10,451 $289K 0.05% 0 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: 5,033 shares; 2024Q4: 5,033 shares; 2025Q1: 5,033 shares; 2025Q2: 2,461 shares; 2025Q3: 1,911 shares; 2025Q4: 1,914 shares; 2026Q1: 1,889 shares; 2026Q2: 1,902 shares 1,902 $275K 0.05% +13 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 2,940 shares; 2025Q3: 2,953 shares; 2025Q4: 2,955 shares; 2026Q1: 2,965 shares; 2026Q2: 2,983 shares 2,983 $275K 0.05% +18 Timeline KLAC KLA CORP More: the full row for KLA 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: 900 shares 900 $272K 0.05% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 230 shares 230 $270K 0.05% new Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $249K 0.04% 0 Timeline FNDF 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: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $248K 0.04% 0 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: 2,108 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,108 shares; 2025Q3: 2,108 shares; 2025Q4: 2,108 shares; 2026Q1: 2,107 shares; 2026Q2: 2,107 shares 2,107 $248K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,407 shares; 2026Q2: 1,417 shares 1,417 $240K 0.04% +10 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,089 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,087 shares; 2026Q1: 1,107 shares; 2026Q2: 1,110 shares 1,110 $237K 0.04% +3 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: not reported; 2024Q4: not reported; 2025Q1: 1,261 shares; 2025Q2: 1,397 shares; 2025Q3: 1,261 shares; 2025Q4: 1,269 shares; 2026Q1: 1,295 shares; 2026Q2: 1,301 shares 1,301 $235K 0.04% +6 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,974 shares; 2024Q4: 1,973 shares; 2025Q1: 1,975 shares; 2025Q2: 1,374 shares; 2025Q3: 1,374 shares; 2025Q4: 1,374 shares; 2026Q1: 1,397 shares; 2026Q2: 1,405 shares 1,405 $225K 0.04% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,832 shares 6,832 $217K 0.04% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,360 shares 2,360 $214K 0.04% new 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: 914 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 842 shares 842 $212K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 487 shares 487 $205K 0.04% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,760 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,140 shares; 2026Q1: not reported; 2026Q2: 1,079 shares 1,079 $205K 0.04% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 314 shares 314 $201K 0.03% new Timeline AMTX AEMETIS INC More: the full row for AEMETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,200 shares; 2024Q4: 23,200 shares; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares; 2025Q3: 15,600 shares; 2025Q4: 15,600 shares; 2026Q1: 15,600 shares; 2026Q2: 17,600 shares 17,600 $28.9K <0.01% +2,000 Timeline