NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,437,427 shares; 2025Q1: 1,390,322 shares; 2025Q2: 1,387,567 shares; 2025Q3: 1,379,114 shares; 2025Q4: 1,347,145 shares; 2026Q1: 1,281,293 shares; 2026Q2: 1,279,041 shares; 2026Q3: 1,274,442 shares 1,274,442 $291M 15.58% -4,599 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 632,876 shares; 2025Q1: 618,687 shares; 2025Q2: 614,888 shares; 2025Q3: 610,633 shares; 2025Q4: 603,545 shares; 2026Q1: 592,645 shares; 2026Q2: 590,640 shares; 2026Q3: 587,528 shares 587,528 $196M 10.47% -3,112 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 292,829 shares; 2025Q1: 287,022 shares; 2025Q2: 287,073 shares; 2025Q3: 286,835 shares; 2025Q4: 286,827 shares; 2026Q1: 285,774 shares; 2026Q2: 286,312 shares; 2026Q3: 287,081 shares 287,081 $147M 7.88% +769 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; 2024Q4: 304,630 shares; 2025Q1: 309,235 shares; 2025Q2: 309,293 shares; 2025Q3: 309,861 shares; 2025Q4: 310,679 shares; 2026Q1: 308,786 shares; 2026Q2: 308,019 shares; 2026Q3: 305,649 shares 305,649 $121M 6.5% -2,370 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 349,089 shares; 2025Q1: 341,799 shares; 2025Q2: 341,094 shares; 2025Q3: 339,999 shares; 2025Q4: 332,712 shares; 2026Q1: 328,099 shares; 2026Q2: 327,135 shares; 2026Q3: 327,977 shares 327,977 $112M 5.98% +842 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 306,138 shares; 2025Q1: 308,812 shares; 2025Q2: 310,799 shares; 2025Q3: 310,848 shares; 2025Q4: 307,523 shares; 2026Q1: 306,149 shares; 2026Q2: 305,497 shares; 2026Q3: 304,220 shares 304,220 $105M 5.6% -1,277 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; 2024Q4: 101,194 shares; 2025Q1: 99,145 shares; 2025Q2: 98,608 shares; 2025Q3: 98,776 shares; 2025Q4: 98,589 shares; 2026Q1: 97,829 shares; 2026Q2: 97,596 shares; 2026Q3: 97,282 shares 97,282 $88.6M 4.74% -314 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; 2024Q4: 345,480 shares; 2025Q1: 347,778 shares; 2025Q2: 347,627 shares; 2025Q3: 347,821 shares; 2025Q4: 348,724 shares; 2026Q1: 345,544 shares; 2026Q2: 344,856 shares; 2026Q3: 349,335 shares 349,335 $87M 4.66% +4,479 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; 2024Q4: 96,479 shares; 2025Q1: 96,384 shares; 2025Q2: 96,510 shares; 2025Q3: 96,469 shares; 2025Q4: 96,610 shares; 2026Q1: 95,687 shares; 2026Q2: 95,355 shares; 2026Q3: 94,347 shares 94,347 $68.4M 3.66% -1,008 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 185,624 shares; 2025Q1: 185,493 shares; 2025Q2: 185,399 shares; 2025Q3: 185,570 shares; 2025Q4: 185,708 shares; 2026Q1: 185,051 shares; 2026Q2: 184,802 shares; 2026Q3: 184,146 shares 184,146 $66.2M 3.54% -656 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; 2024Q4: 135,655 shares; 2025Q1: 133,475 shares; 2025Q2: 133,547 shares; 2025Q3: 133,634 shares; 2025Q4: 132,795 shares; 2026Q1: 130,565 shares; 2026Q2: 129,970 shares; 2026Q3: 129,212 shares 129,212 $64.3M 3.44% -758 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; 2024Q4: 35,008 shares; 2025Q1: 39,001 shares; 2025Q2: 39,528 shares; 2025Q3: 39,606 shares; 2025Q4: 39,552 shares; 2026Q1: 39,600 shares; 2026Q2: 39,645 shares; 2026Q3: 39,762 shares 39,762 $46M 2.46% +117 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,324 shares; 2025Q1: 85,724 shares; 2025Q2: 85,181 shares; 2025Q3: 85,273 shares; 2025Q4: 85,545 shares; 2026Q1: 85,492 shares; 2026Q2: 85,445 shares; 2026Q3: 85,486 shares 85,486 $44.6M 2.39% +41 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 196,951 shares; 2025Q1: 197,535 shares; 2025Q2: 197,994 shares; 2025Q3: 195,363 shares; 2025Q4: 195,846 shares; 2026Q1: 194,091 shares; 2026Q2: 185,992 shares; 2026Q3: 177,638 shares 177,638 $40.8M 2.18% -8,354 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,906 shares; 2025Q1: 67,838 shares; 2025Q2: 68,678 shares; 2025Q3: 68,370 shares; 2025Q4: 69,012 shares; 2026Q1: 69,376 shares; 2026Q2: 69,534 shares; 2026Q3: 69,829 shares 69,829 $28.4M 1.52% +295 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,998 shares; 2025Q1: 98,216 shares; 2025Q2: 98,688 shares; 2025Q3: 99,382 shares; 2025Q4: 100,436 shares; 2026Q1: 99,955 shares; 2026Q2: 100,030 shares; 2026Q3: 98,542 shares 98,542 $27.1M 1.45% -1,488 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,462 shares; 2025Q1: 39,797 shares; 2025Q2: 39,742 shares; 2025Q3: 39,762 shares; 2025Q4: 39,694 shares; 2026Q1: 39,485 shares; 2026Q2: 39,465 shares; 2026Q3: 39,529 shares 39,529 $21.8M 1.17% +64 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; 2024Q4: 13,965 shares; 2025Q1: 16,766 shares; 2025Q2: 249,255 shares; 2025Q3: 250,360 shares; 2025Q4: 255,746 shares; 2026Q1: 256,250 shares; 2026Q2: 256,847 shares; 2026Q3: 254,705 shares 254,705 $21.8M 1.16% -2,142 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,585 shares; 2025Q1: 25,772 shares; 2025Q2: 25,951 shares; 2025Q3: 26,144 shares; 2025Q4: 263,908 shares; 2026Q1: 264,718 shares; 2026Q2: 265,568 shares; 2026Q3: 278,246 shares 278,246 $19.4M 1.04% +12,678 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,161 shares; 2025Q1: 6,035 shares; 2025Q2: 6,129 shares; 2025Q3: 6,144 shares; 2025Q4: 6,263 shares; 2026Q1: 6,267 shares; 2026Q2: 6,240 shares; 2026Q3: 6,140 shares 6,140 $17.4M 0.93% -100 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,469 shares; 2025Q1: 132,144 shares; 2025Q2: 131,869 shares; 2025Q3: 131,844 shares; 2025Q4: 130,249 shares; 2026Q1: 127,874 shares; 2026Q2: 124,961 shares; 2026Q3: 123,911 shares 123,911 $17M 0.91% -1,050 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,233 shares; 2025Q1: 15,473 shares; 2025Q2: 15,333 shares; 2025Q3: 15,323 shares; 2025Q4: 15,357 shares; 2026Q1: 15,406 shares; 2026Q2: 15,331 shares; 2026Q3: 15,002 shares 15,002 $15.9M 0.85% -329 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; 2024Q4: 149,844 shares; 2025Q1: 144,444 shares; 2025Q2: 143,888 shares; 2025Q3: 143,094 shares; 2025Q4: 141,383 shares; 2026Q1: 135,231 shares; 2026Q2: 135,231 shares; 2026Q3: 135,231 shares 135,231 $14.6M 0.78% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,048 shares; 2025Q1: 26,638 shares; 2025Q2: 26,390 shares; 2025Q3: 26,853 shares; 2025Q4: 26,973 shares; 2026Q1: 26,859 shares; 2026Q2: 26,758 shares; 2026Q3: 24,577 shares 24,577 $13.2M 0.71% -2,181 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; 2024Q4: 106,187 shares; 2025Q1: 106,806 shares; 2025Q2: 107,274 shares; 2025Q3: 107,437 shares; 2025Q4: 107,049 shares; 2026Q1: 39,928 shares; 2026Q2: 39,678 shares; 2026Q3: 39,656 shares 39,656 $11.3M 0.6% -22 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,393 shares; 2025Q1: 45,761 shares; 2025Q2: 45,761 shares; 2025Q3: 45,761 shares; 2025Q4: 45,554 shares; 2026Q1: 43,044 shares; 2026Q2: 41,919 shares; 2026Q3: 41,601 shares 41,601 $10.9M 0.58% -318 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,064 shares; 2025Q1: 9,893 shares; 2025Q2: 10,368 shares; 2025Q3: 9,053 shares; 2025Q4: 7,415 shares; 2026Q1: 7,563 shares; 2026Q2: 7,568 shares; 2026Q3: 7,721 shares 7,721 $9.62M 0.51% +153 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,876 shares; 2025Q1: 2,329 shares; 2025Q2: 2,298 shares; 2025Q3: 2,335 shares; 2025Q4: 2,429 shares; 2026Q1: 2,378 shares; 2026Q2: 57,620 shares; 2026Q3: 56,327 shares 56,327 $9.18M 0.49% -1,293 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,986 shares; 2025Q1: 73,109 shares; 2025Q2: 73,231 shares; 2025Q3: 73,566 shares; 2025Q4: 73,531 shares; 2026Q1: 68,359 shares; 2026Q2: 60,028 shares; 2026Q3: 32,478 shares 32,478 $8.95M 0.48% -27,550 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,784 shares; 2025Q1: 32,673 shares; 2025Q2: 32,673 shares; 2025Q3: 32,573 shares; 2025Q4: 32,173 shares; 2026Q1: 31,238 shares; 2026Q2: 31,238 shares; 2026Q3: 31,238 shares 31,238 $8.5M 0.45% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,320 shares; 2025Q1: 31,680 shares; 2025Q2: 31,530 shares; 2025Q3: 31,530 shares; 2025Q4: 31,530 shares; 2026Q1: 30,930 shares; 2026Q2: 30,730 shares; 2026Q3: 30,620 shares 30,620 $8.11M 0.43% -110 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,229 shares; 2025Q1: 5,229 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 5,229 shares; 2026Q1: 5,229 shares; 2026Q2: 5,229 shares; 2026Q3: 10,184 shares 10,184 $7.8M 0.42% +4,955 Timeline BRK-A 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; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9 $6.72M 0.36% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,008 shares; 2025Q1: 62,842 shares; 2025Q2: 62,842 shares; 2025Q3: 62,642 shares; 2025Q4: 63,160 shares; 2026Q1: 60,785 shares; 2026Q2: 59,840 shares; 2026Q3: 58,342 shares 58,342 $6.06M 0.32% -1,498 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,951 shares; 2025Q1: 51,241 shares; 2025Q2: 64,441 shares; 2025Q3: 66,826 shares; 2025Q4: 66,689 shares; 2026Q1: 58,474 shares; 2026Q2: 55,666 shares; 2026Q3: 52,816 shares 52,816 $5.22M 0.28% -2,850 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; 2024Q4: 91,638 shares; 2025Q1: 38,194 shares; 2025Q2: 38,119 shares; 2025Q3: 38,099 shares; 2025Q4: 38,099 shares; 2026Q1: 34,786 shares; 2026Q2: 34,786 shares; 2026Q3: 34,786 shares 34,786 $5.05M 0.27% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 238,763 shares; 2025Q1: 67,511 shares; 2025Q2: 65,511 shares; 2025Q3: 62,986 shares; 2025Q4: 62,461 shares; 2026Q1: 53,011 shares; 2026Q2: 53,011 shares; 2026Q3: 52,441 shares 52,441 $4.93M 0.26% -570 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,918 shares 29,918 $4.87M 0.26% new 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; 2024Q4: 30,223 shares; 2025Q1: 30,223 shares; 2025Q2: 29,623 shares; 2025Q3: 29,623 shares; 2025Q4: 28,608 shares; 2026Q1: 26,683 shares; 2026Q2: 26,683 shares; 2026Q3: 26,983 shares 26,983 $3.92M 0.21% +300 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,359 shares; 2025Q1: 30,651 shares; 2025Q2: 30,651 shares; 2025Q3: 30,651 shares; 2025Q4: 30,651 shares; 2026Q1: 30,501 shares; 2026Q2: 30,501 shares; 2026Q3: 30,472 shares 30,472 $3.86M 0.21% -29 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; 2024Q4: 103,276 shares; 2025Q1: 106,286 shares; 2025Q2: 106,183 shares; 2025Q3: 89,309 shares; 2025Q4: 97,256 shares; 2026Q1: 76,783 shares; 2026Q2: 74,157 shares; 2026Q3: 21,028 shares 21,028 $3.86M 0.21% -53,129 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,638 shares; 2025Q1: 72,338 shares; 2025Q2: 71,593 shares; 2025Q3: 50,664 shares; 2025Q4: 58,844 shares; 2026Q1: 32,191 shares; 2026Q2: 20,481 shares; 2026Q3: 15,716 shares 15,716 $3.77M 0.2% -4,765 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,018 shares; 2026Q3: 36,188 shares 36,188 $3.59M 0.19% +21,170 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,456 shares; 2026Q3: 9,623 shares 9,623 $3.38M 0.18% +6,167 Timeline NATO THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,315 shares; 2026Q3: 86,445 shares 86,445 $3.18M 0.17% +41,130 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; 2024Q4: 25,581 shares; 2025Q1: 24,750 shares; 2025Q2: 24,916 shares; 2025Q3: 24,916 shares; 2025Q4: 24,750 shares; 2026Q1: 24,750 shares; 2026Q2: 24,750 shares; 2026Q3: 24,750 shares 24,750 $2.6M 0.14% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,941 shares; 2025Q1: 6,941 shares; 2025Q2: 6,923 shares; 2025Q3: 6,923 shares; 2025Q4: 6,923 shares; 2026Q1: 6,373 shares; 2026Q2: 5,923 shares; 2026Q3: 5,923 shares 5,923 $2.5M 0.13% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,504 shares; 2025Q1: 25,054 shares; 2025Q2: 24,354 shares; 2025Q3: 24,104 shares; 2025Q4: 23,504 shares; 2026Q1: 18,804 shares; 2026Q2: 18,804 shares; 2026Q3: 18,804 shares 18,804 $2.44M 0.13% 0 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; 2024Q4: 3,725 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,635 shares; 2025Q4: 3,535 shares; 2026Q1: 4,333 shares; 2026Q2: 25,998 shares; 2026Q3: 25,998 shares 25,998 $2.34M 0.13% 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; 2024Q4: 1,990 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares; 2026Q1: 3,273 shares; 2026Q2: 3,440 shares; 2026Q3: 3,342 shares 3,342 $2.34M 0.13% -98 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; 2024Q4: 11,975 shares; 2025Q1: 11,975 shares; 2025Q2: 11,975 shares; 2025Q3: 11,975 shares; 2025Q4: 11,975 shares; 2026Q1: 11,975 shares; 2026Q2: 11,975 shares; 2026Q3: 11,975 shares 11,975 $2.29M 0.12% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,775 shares; 2025Q1: 29,773 shares; 2025Q2: 29,773 shares; 2025Q3: 29,773 shares; 2025Q4: 29,773 shares; 2026Q1: 29,773 shares; 2026Q2: 29,773 shares; 2026Q3: 29,653 shares 29,653 $2.25M 0.12% -120 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,200 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,025 shares; 2026Q1: 9,775 shares; 2026Q2: 9,775 shares; 2026Q3: 9,775 shares 9,775 $2.23M 0.12% 0 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; 2024Q4: 4,922 shares; 2025Q1: 4,884 shares; 2025Q2: 4,584 shares; 2025Q3: 4,591 shares; 2025Q4: 4,579 shares; 2026Q1: 5,909 shares; 2026Q2: 5,924 shares; 2026Q3: 5,873 shares 5,873 $2.2M 0.12% -51 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,385 shares; 2025Q1: 4,365 shares; 2025Q2: 4,080 shares; 2025Q3: 4,035 shares; 2025Q4: 3,978 shares; 2026Q1: 2,148 shares; 2026Q2: 2,148 shares; 2026Q3: 2,148 shares 2,148 $2.17M 0.12% 0 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; 2024Q4: 3,575 shares; 2025Q1: 3,329 shares; 2025Q2: 3,229 shares; 2025Q3: 3,219 shares; 2025Q4: 2,744 shares; 2026Q1: 2,744 shares; 2026Q2: 2,744 shares; 2026Q3: 2,644 shares 2,644 $2.02M 0.11% -100 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,708 shares; 2025Q1: 15,708 shares; 2025Q2: 15,708 shares; 2025Q3: 15,708 shares; 2025Q4: 15,708 shares; 2026Q1: 15,708 shares; 2026Q2: 15,708 shares; 2026Q3: 15,708 shares 15,708 $1.58M 0.08% 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; 2024Q4: 4,305 shares; 2025Q1: 4,305 shares; 2025Q2: 4,305 shares; 2025Q3: 4,305 shares; 2025Q4: 4,305 shares; 2026Q1: 4,780 shares; 2026Q2: 19,120 shares; 2026Q3: 19,569 shares 19,569 $1.53M 0.08% +449 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,965 shares; 2026Q3: 15,830 shares 15,830 $1.42M 0.08% +9,865 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,860 shares; 2025Q1: 6,260 shares; 2025Q2: 6,260 shares; 2025Q3: 6,260 shares; 2025Q4: 6,260 shares; 2026Q1: 6,260 shares; 2026Q2: 6,260 shares; 2026Q3: 6,260 shares 6,260 $1.41M 0.08% 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; 2024Q4: 18,727 shares; 2025Q1: 17,625 shares; 2025Q2: 17,625 shares; 2025Q3: 17,175 shares; 2025Q4: 17,235 shares; 2026Q1: 11,567 shares; 2026Q2: 11,622 shares; 2026Q3: 19,127 shares 19,127 $1.38M 0.07% +7,505 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; 2024Q4: 1,652 shares; 2025Q1: 1,602 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 1,773 shares; 2026Q1: 1,773 shares; 2026Q2: 1,771 shares; 2026Q3: 1,771 shares 1,771 $1.31M 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; 2024Q4: 5,993 shares; 2025Q1: 5,693 shares; 2025Q2: 5,693 shares; 2025Q3: 5,693 shares; 2025Q4: 5,693 shares; 2026Q1: 5,593 shares; 2026Q2: 5,593 shares; 2026Q3: 5,593 shares 5,593 $1.29M 0.07% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,700 shares; 2025Q1: 11,700 shares; 2025Q2: 11,700 shares; 2025Q3: 11,700 shares; 2025Q4: 11,455 shares; 2026Q1: 11,175 shares; 2026Q2: 11,175 shares; 2026Q3: 11,175 shares 11,175 $1.16M 0.06% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,343 shares; 2025Q1: 5,693 shares; 2025Q2: 5,693 shares; 2025Q3: 5,693 shares; 2025Q4: 5,693 shares; 2026Q1: 5,693 shares; 2026Q2: 5,693 shares; 2026Q3: 5,693 shares 5,693 $1.16M 0.06% 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; 2024Q4: 16,500 shares; 2025Q1: 16,100 shares; 2025Q2: 16,100 shares; 2025Q3: 16,100 shares; 2025Q4: 12,700 shares; 2026Q1: 12,700 shares; 2026Q2: 12,700 shares; 2026Q3: 12,700 shares 12,700 $1.09M 0.06% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,966 shares; 2025Q1: 3,151 shares; 2025Q2: 3,151 shares; 2025Q3: 3,101 shares; 2025Q4: 3,115 shares; 2026Q1: 3,040 shares; 2026Q2: 3,040 shares; 2026Q3: 3,116 shares 3,116 $1.03M 0.06% +76 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; 2024Q4: 19,160 shares; 2025Q1: 18,945 shares; 2025Q2: 18,945 shares; 2025Q3: 18,945 shares; 2025Q4: 18,945 shares; 2026Q1: 15,795 shares; 2026Q2: 15,795 shares; 2026Q3: 15,795 shares 15,795 $986K 0.05% 0 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; 2024Q4: 9,680 shares; 2025Q1: 9,680 shares; 2025Q2: 9,680 shares; 2025Q3: 9,680 shares; 2025Q4: 9,680 shares; 2026Q1: 6,580 shares; 2026Q2: 6,580 shares; 2026Q3: 6,580 shares 6,580 $897K 0.05% 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; 2024Q4: 6,050 shares; 2025Q1: 6,005 shares; 2025Q2: 6,005 shares; 2025Q3: 5,980 shares; 2025Q4: 5,775 shares; 2026Q1: 5,675 shares; 2026Q2: 5,635 shares; 2026Q3: 5,635 shares 5,635 $875K 0.05% 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; 2024Q4: 4,880 shares; 2025Q1: 4,315 shares; 2025Q2: 4,315 shares; 2025Q3: 4,290 shares; 2025Q4: 4,115 shares; 2026Q1: 4,040 shares; 2026Q2: 4,040 shares; 2026Q3: 4,040 shares 4,040 $873K 0.05% 0 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,952 shares 15,952 $872K 0.05% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,950 shares; 2025Q1: 12,950 shares; 2025Q2: 12,950 shares; 2025Q3: 12,950 shares; 2025Q4: 12,950 shares; 2026Q1: 12,950 shares; 2026Q2: 12,950 shares; 2026Q3: 12,950 shares 12,950 $872K 0.05% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares; 2026Q3: 1,050 shares 1,050 $851K 0.05% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares; 2026Q3: 18,000 shares 18,000 $837K 0.04% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160 shares; 2026Q3: 453 shares 453 $821K 0.04% +293 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,100 shares; 2025Q1: 12,800 shares; 2025Q2: 12,800 shares; 2025Q3: 12,650 shares; 2025Q4: 12,950 shares; 2026Q1: 9,875 shares; 2026Q2: 9,875 shares; 2026Q3: 9,875 shares 9,875 $754K 0.04% 0 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; 2024Q4: 9,910 shares; 2025Q1: 20,728 shares; 2025Q2: 22,023 shares; 2025Q3: 21,298 shares; 2025Q4: 14,418 shares; 2026Q1: 7,950 shares; 2026Q2: 7,265 shares; 2026Q3: 4,365 shares 4,365 $745K 0.04% -2,900 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,652 shares; 2025Q1: 6,897 shares; 2025Q2: 6,897 shares; 2025Q3: 6,897 shares; 2025Q4: 6,897 shares; 2026Q1: 6,897 shares; 2026Q2: 6,897 shares; 2026Q3: 6,897 shares 6,897 $674K 0.04% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,586 shares; 2025Q1: 23,636 shares; 2025Q2: 23,636 shares; 2025Q3: 23,636 shares; 2025Q4: 23,636 shares; 2026Q1: 23,636 shares; 2026Q2: 23,636 shares; 2026Q3: 23,436 shares 23,436 $668K 0.04% -200 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,230 shares; 2025Q2: 6,230 shares; 2025Q3: 6,230 shares; 2025Q4: 6,230 shares; 2026Q1: 6,230 shares; 2026Q2: 6,230 shares; 2026Q3: 6,230 shares 6,230 $642K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,981 shares; 2025Q1: 24,981 shares; 2025Q2: 25,445 shares; 2025Q3: 24,981 shares; 2025Q4: 24,981 shares; 2026Q1: 24,981 shares; 2026Q2: 25,110 shares; 2026Q3: 24,981 shares 24,981 $610K 0.03% -129 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; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares; 2026Q3: 2,400 shares 2,400 $528K 0.03% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares; 2025Q4: 969 shares; 2026Q1: 969 shares; 2026Q2: 969 shares; 2026Q3: 969 shares 969 $493K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares; 2026Q3: 1,700 shares 1,700 $485K 0.03% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,398 shares; 2025Q3: 16,398 shares; 2025Q4: 16,398 shares; 2026Q1: 16,398 shares; 2026Q2: 16,398 shares; 2026Q3: 16,398 shares 16,398 $481K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,140 shares; 2025Q1: 8,190 shares; 2025Q2: 8,190 shares; 2025Q3: 8,190 shares; 2025Q4: 8,190 shares; 2026Q1: 8,190 shares; 2026Q2: 7,840 shares; 2026Q3: 7,693 shares 7,693 $445K 0.02% -147 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 638 shares; 2026Q1: 313 shares; 2026Q2: 313 shares; 2026Q3: 3,174 shares 3,174 $432K 0.02% +2,861 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,550 shares; 2026Q2: 5,550 shares; 2026Q3: 5,550 shares 5,550 $404K 0.02% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,825 shares; 2025Q1: 2,825 shares; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: 2,825 shares; 2026Q1: 2,325 shares; 2026Q2: 1,875 shares; 2026Q3: 1,875 shares 1,875 $376K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,903 shares; 2025Q1: 7,903 shares; 2025Q2: 8,181 shares; 2025Q3: 7,903 shares; 2025Q4: 7,903 shares; 2026Q1: 7,903 shares; 2026Q2: 7,903 shares; 2026Q3: 7,903 shares 7,903 $363K 0.02% 0 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; 2024Q4: 1,206 shares; 2025Q1: not reported; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares; 2026Q2: 1,832 shares; 2026Q3: 1,832 shares 1,832 $359K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 784 shares 784 $358K 0.02% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,037 shares; 2025Q2: 6,037 shares; 2025Q3: 6,037 shares; 2025Q4: 6,037 shares; 2026Q1: 6,037 shares; 2026Q2: 6,037 shares; 2026Q3: 6,037 shares 6,037 $327K 0.02% 0 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; 2024Q4: 7,380 shares; 2025Q1: 7,380 shares; 2025Q2: 7,380 shares; 2025Q3: 7,380 shares; 2025Q4: 7,380 shares; 2026Q1: 6,740 shares; 2026Q2: 6,740 shares; 2026Q3: 6,740 shares 6,740 $300K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,033 shares; 2025Q1: 3,933 shares; 2025Q2: 3,933 shares; 2025Q3: 3,933 shares; 2025Q4: 3,933 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares; 2026Q3: 3,400 shares 3,400 $282K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: not reported; 2026Q2: 272 shares; 2026Q3: 272 shares 272 $273K 0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,000 shares 1,000 $264K 0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares; 2026Q3: 2,500 shares 2,500 $260K 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; 2024Q4: 1,830 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,240 shares; 2026Q3: 1,240 shares 1,240 $258K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,056 shares; 2026Q2: 1,056 shares; 2026Q3: 1,056 shares 1,056 $246K 0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 805 shares 805 $245K 0.01% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares; 2026Q3: 2,300 shares 2,300 $240K 0.01% 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; 2024Q4: 320 shares; 2025Q1: 1,000 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares; 2026Q2: 855 shares; 2026Q3: 855 shares 855 $238K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares; 2026Q2: 975 shares; 2026Q3: 975 shares 975 $205K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,592 shares; 2026Q3: 1,592 shares 1,592 $200K 0.01% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,225 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,175 shares; 2026Q3: 3,175 shares 3,175 $185K 0.01% 0 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; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $176K 0.01% 0 Timeline PRTA PROTHENA CORP PLC More: the full row for PROTHENA CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,750 shares; 2025Q3: 20,750 shares; 2025Q4: 20,750 shares; 2026Q1: 20,750 shares; 2026Q2: 20,750 shares; 2026Q3: 20,750 shares 20,750 $174K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,896 shares; 2025Q3: 1,847 shares; 2025Q4: 1,847 shares; 2026Q1: 1,847 shares; 2026Q2: 1,847 shares; 2026Q3: 4,076 shares 4,076 $146K 0.01% +2,229 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,550 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $146K 0.01% 0 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; 2024Q4: 775 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $114K 0.01% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,115 shares; 2025Q1: 1,265 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares; 2026Q2: 1,265 shares; 2026Q3: 1,265 shares 1,265 $107K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,021 shares; 2025Q3: 3,691 shares; 2025Q4: 3,691 shares; 2026Q1: 3,691 shares; 2026Q2: 3,691 shares; 2026Q3: 3,691 shares 3,691 $101K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $97.6K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $92.4K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,402 shares; 2025Q3: 3,131 shares; 2025Q4: 3,131 shares; 2026Q1: 3,131 shares; 2026Q2: 2,398 shares; 2026Q3: 2,773 shares 2,773 $90.5K <0.01% +375 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,386 shares; 2025Q3: 2,221 shares; 2025Q4: 1,969 shares; 2026Q1: 1,969 shares; 2026Q2: 1,969 shares; 2026Q3: 1,969 shares 1,969 $62K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,756 shares 1,756 $58.5K <0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $48.4K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares; 2026Q3: 375 shares 375 $41.4K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 379 shares 379 $30.8K <0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 257 shares 257 $24.3K <0.01% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41 shares; 2026Q3: 41 shares 41 $13K <0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 58 shares 58 $5.84K <0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,943 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares; 2026Q2: 70 shares; 2026Q3: 70 shares 70 $2.1K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 523 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares; 2026Q3: 47 shares 47 $1.97K <0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: 654 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares; 2026Q3: 34 shares 34 $1.83K <0.01% 0 Timeline