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: 121,659 shares; 2024Q4: 70,369 shares; 2025Q1: 64,146 shares; 2025Q2: 61,612 shares; 2025Q3: 60,966 shares; 2025Q4: 61,468 shares; 2026Q1: 61,118 shares; 2026Q2: 72,704 shares 72,704 $53.5M 24.8% +11,586 Timeline VV 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: 85,465 shares; 2024Q4: 83,703 shares; 2025Q1: 68,618 shares; 2025Q2: 71,211 shares; 2025Q3: 70,887 shares; 2025Q4: 72,556 shares; 2026Q1: 70,707 shares; 2026Q2: 70,189 shares 70,189 $24.1M 11.18% -518 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: 40,564 shares; 2024Q4: 40,045 shares; 2025Q1: 39,952 shares; 2025Q2: 57,674 shares; 2025Q3: 58,470 shares; 2025Q4: 59,628 shares; 2026Q1: 57,840 shares; 2026Q2: 264,765 shares 264,765 $22.8M 10.56% +206,925 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: 123,027 shares; 2024Q4: 47,178 shares; 2025Q1: 29,759 shares; 2025Q2: 25,881 shares; 2025Q3: 26,250 shares; 2025Q4: 27,101 shares; 2026Q1: 24,655 shares; 2026Q2: 24,875 shares 24,875 $18.6M 8.6% +220 Timeline SGOV 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: 181,496 shares; 2025Q4: 147,773 shares; 2026Q1: 157,348 shares; 2026Q2: 149,832 shares 149,832 $15.1M 6.99% -7,516 Timeline XLK 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: 38,951 shares; 2024Q4: 38,943 shares; 2025Q1: 38,920 shares; 2025Q2: 38,738 shares; 2025Q3: 38,446 shares; 2025Q4: 76,892 shares; 2026Q1: 76,847 shares; 2026Q2: 76,223 shares 76,223 $14.5M 6.73% -624 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: 16,594 shares; 2024Q4: 15,787 shares; 2025Q1: 4,948 shares; 2025Q2: 8,649 shares; 2025Q3: 8,651 shares; 2025Q4: 8,683 shares; 2026Q1: 8,643 shares; 2026Q2: 8,644 shares 8,644 $6.47M 3% +1 Timeline XLI 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: 41,113 shares; 2024Q4: 41,226 shares; 2025Q1: 40,197 shares; 2025Q2: 39,675 shares; 2025Q3: 40,282 shares; 2025Q4: 40,329 shares; 2026Q1: 33,397 shares; 2026Q2: 33,121 shares 33,121 $6.14M 2.84% -276 Timeline XLV 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: 35,744 shares; 2024Q4: 35,974 shares; 2025Q1: 42,871 shares; 2025Q2: 40,781 shares; 2025Q3: 42,365 shares; 2025Q4: 43,113 shares; 2026Q1: 32,681 shares; 2026Q2: 32,889 shares 32,889 $5.22M 2.42% +208 Timeline XLY 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: 21,818 shares; 2024Q4: 21,357 shares; 2025Q1: 21,281 shares; 2025Q2: 20,770 shares; 2025Q3: 20,401 shares; 2025Q4: 38,230 shares; 2026Q1: 37,729 shares; 2026Q2: 36,687 shares 36,687 $4.3M 1.99% -1,042 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: 14,767 shares; 2024Q4: 14,767 shares; 2025Q1: 14,198 shares; 2025Q2: 14,198 shares; 2025Q3: 14,198 shares; 2025Q4: 11,808 shares; 2026Q1: 11,808 shares; 2026Q2: 11,808 shares 11,808 $3.42M 1.58% 0 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: 20,496 shares; 2024Q4: 20,356 shares; 2025Q1: 16,167 shares; 2025Q2: 15,909 shares; 2025Q3: 15,865 shares; 2025Q4: 17,581 shares; 2026Q1: 15,343 shares; 2026Q2: 15,259 shares 15,259 $3.33M 1.54% -84 Timeline XLF 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: 84,820 shares; 2024Q4: 85,590 shares; 2025Q1: 112,382 shares; 2025Q2: 78,962 shares; 2025Q3: 83,779 shares; 2025Q4: 84,044 shares; 2026Q1: 63,282 shares; 2026Q2: 61,941 shares 61,941 $3.32M 1.54% -1,341 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: 12,103 shares; 2024Q4: 12,103 shares; 2025Q1: 18,564 shares; 2025Q2: 19,329 shares; 2025Q3: 19,949 shares; 2025Q4: 20,573 shares; 2026Q1: 14,908 shares; 2026Q2: 14,872 shares 14,872 $3.16M 1.47% -36 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: 18,958 shares; 2024Q4: 12,923 shares; 2025Q1: 10,013 shares; 2025Q2: 10,013 shares; 2025Q3: 9,730 shares; 2025Q4: 8,610 shares; 2026Q1: 8,379 shares; 2026Q2: 8,431 shares 8,431 $3.12M 1.45% +52 Timeline RSPT 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: 75,882 shares; 2024Q4: 72,913 shares; 2025Q1: 71,833 shares; 2025Q2: 71,944 shares; 2025Q3: 71,444 shares; 2025Q4: 71,444 shares; 2026Q1: 57,354 shares; 2026Q2: 48,104 shares 48,104 $3.1M 1.44% -9,250 Timeline IYF 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: 16,428 shares; 2025Q3: 17,658 shares; 2025Q4: 17,658 shares; 2026Q1: 16,428 shares; 2026Q2: 17,868 shares 17,868 $2.28M 1.06% +1,440 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,321 shares; 2024Q4: 16,754 shares; 2025Q1: 24,061 shares; 2025Q2: 25,281 shares; 2025Q3: 25,995 shares; 2025Q4: 26,212 shares; 2026Q1: 26,096 shares; 2026Q2: 24,904 shares 24,904 $2.07M 0.96% -1,192 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: 9,730 shares; 2024Q4: 9,730 shares; 2025Q1: 9,730 shares; 2025Q2: 9,730 shares; 2025Q3: 9,730 shares; 2025Q4: 9,730 shares; 2026Q1: 9,730 shares; 2026Q2: 9,730 shares 9,730 $1.95M 0.9% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,963 shares; 2025Q2: 6,580 shares; 2025Q3: 6,914 shares; 2025Q4: 7,119 shares; 2026Q1: 6,266 shares; 2026Q2: 6,205 shares 6,205 $1.88M 0.87% -61 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: 13,719 shares; 2024Q4: 12,286 shares; 2025Q1: 10,165 shares; 2025Q2: 8,227 shares; 2025Q3: 7,263 shares; 2025Q4: 5,179 shares; 2026Q1: 4,895 shares; 2026Q2: 4,859 shares 4,859 $1.47M 0.68% -36 Timeline IYJ 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: 7,484 shares; 2025Q3: 8,055 shares; 2025Q4: 8,055 shares; 2026Q1: 8,055 shares; 2026Q2: 8,805 shares 8,805 $1.47M 0.68% +750 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,490 shares; 2024Q4: 15,740 shares; 2025Q1: 15,740 shares; 2025Q2: 20,910 shares; 2025Q3: 20,910 shares; 2025Q4: 20,910 shares; 2026Q1: 20,910 shares; 2026Q2: 20,910 shares 20,910 $1.4M 0.65% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,484 shares; 2024Q4: 305,484 shares; 2025Q1: 35,484 shares; 2025Q2: 35,461 shares; 2025Q3: 24,926 shares; 2025Q4: 24,926 shares; 2026Q1: 24,926 shares; 2026Q2: 24,926 shares 24,926 $1.36M 0.63% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $1.04M 0.48% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,580 shares; 2026Q1: 2,580 shares; 2026Q2: 2,580 shares 2,580 $922K 0.43% 0 Timeline VBK 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: 5,117 shares; 2024Q4: 4,709 shares; 2025Q1: 4,709 shares; 2025Q2: 4,709 shares; 2025Q3: 4,251 shares; 2025Q4: 2,703 shares; 2026Q1: 2,454 shares; 2026Q2: 2,430 shares 2,430 $889K 0.41% -24 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,703 shares; 2024Q4: 4,704 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,416 shares; 2025Q4: 2,216 shares; 2026Q1: 2,216 shares; 2026Q2: 2,216 shares 2,216 $873K 0.4% 0 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: 14,510 shares; 2024Q4: 14,510 shares; 2025Q1: 14,510 shares; 2025Q2: 14,510 shares; 2025Q3: 14,510 shares; 2025Q4: 15,667 shares; 2026Q1: 6,150 shares; 2026Q2: 6,150 shares 6,150 $809K 0.37% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,148 shares; 2026Q2: 1,148 shares 1,148 $788K 0.37% 0 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: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,335 shares; 2025Q3: 3,195 shares; 2025Q4: 2,795 shares; 2026Q1: 2,795 shares; 2026Q2: 2,795 shares 2,795 $666K 0.31% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,168 shares; 2024Q4: 2,168 shares; 2025Q1: 2,168 shares; 2025Q2: 2,168 shares; 2025Q3: 2,061 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares; 2026Q2: 7,700 shares 7,700 $620K 0.29% +5,775 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: 1,344 shares; 2024Q4: 1,344 shares; 2025Q1: 4,572 shares; 2025Q2: 1,344 shares; 2025Q3: 1,344 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares; 2026Q2: 1,624 shares 1,624 $585K 0.27% 0 Timeline VOT 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: 1,739 shares; 2024Q4: 1,739 shares; 2025Q1: 1,739 shares; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,739 shares; 2026Q1: 1,739 shares; 2026Q2: 1,739 shares 1,739 $533K 0.25% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR 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: 27,240 shares; 2026Q1: 27,240 shares; 2026Q2: 27,240 shares 27,240 $446K 0.21% 0 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT 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: 15,838 shares; 2026Q2: 32,673 shares 32,673 $436K 0.2% +16,835 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $415K 0.19% 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: 669 shares; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares; 2026Q1: 669 shares; 2026Q2: 669 shares 669 $377K 0.17% 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: 13,748 shares; 2024Q4: 13,748 shares; 2025Q1: 3,124 shares; 2025Q2: 2,724 shares; 2025Q3: 2,724 shares; 2025Q4: 2,724 shares; 2026Q1: 2,724 shares; 2026Q2: 2,724 shares 2,724 $375K 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $339K 0.16% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,233 shares; 2025Q2: 24,233 shares; 2025Q3: 35,529 shares; 2025Q4: 36,450 shares; 2026Q1: not reported; 2026Q2: 19,900 shares 19,900 $337K 0.16% new 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: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,242 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares; 2026Q2: 1,083 shares 1,083 $325K 0.15% 0 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: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $276K 0.13% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,675 shares; 2024Q4: 3,675 shares; 2025Q1: 3,675 shares; 2025Q2: 3,675 shares; 2025Q3: 3,675 shares; 2025Q4: 3,675 shares; 2026Q1: 3,675 shares; 2026Q2: 3,675 shares 3,675 $265K 0.12% 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: 1,735 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,140 shares 1,140 $235K 0.11% new Timeline XLC 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: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares; 2026Q1: 2,022 shares; 2026Q2: 1,968 shares 1,968 $211K 0.1% -54 Timeline