GMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2026Q1: not reported; 2026Q2: 424,326 shares 424,326 $42.6M 17.5% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52,933 shares; 2025Q1: 65,787 shares; 2025Q2: 74,635 shares; 2025Q3: 78,287 shares; 2025Q4: 82,190 shares; 2026Q1: 83,720 shares; 2026Q2: 85,151 shares 85,151 $31.5M 12.95% +1,431 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: not reported; 2024Q4: 13,792 shares; 2025Q1: 17,338 shares; 2025Q2: 20,405 shares; 2025Q3: 22,248 shares; 2025Q4: 20,567 shares; 2026Q1: 20,587 shares; 2026Q2: 20,771 shares 20,771 $15.6M 6.39% +184 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 309,888 shares; 2025Q1: 289,662 shares; 2025Q2: 341,012 shares; 2025Q3: 355,587 shares; 2025Q4: 340,345 shares; 2026Q1: 328,297 shares; 2026Q2: 337,082 shares 337,082 $12.9M 5.3% +8,785 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: not reported; 2024Q4: 11,437 shares; 2025Q1: 13,868 shares; 2025Q2: 16,744 shares; 2025Q3: 18,843 shares; 2025Q4: 33,734 shares; 2026Q1: 48,039 shares; 2026Q2: 49,467 shares 49,467 $10.8M 4.43% +1,428 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,199 shares; 2025Q2: 116,824 shares; 2025Q3: 130,233 shares; 2025Q4: 107,486 shares; 2026Q1: 110,205 shares; 2026Q2: 112,404 shares 112,404 $9.61M 3.95% +2,199 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 98,704 shares; 2025Q1: 123,364 shares; 2025Q2: 147,851 shares; 2025Q3: 161,696 shares; 2025Q4: 179,856 shares; 2026Q1: 188,998 shares; 2026Q2: 196,670 shares 196,670 $9.28M 3.82% +7,672 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: not reported; 2024Q4: 16,022 shares; 2025Q1: 15,707 shares; 2025Q2: 15,290 shares; 2025Q3: 15,150 shares; 2025Q4: 14,836 shares; 2026Q1: 10,860 shares; 2026Q2: 11,118 shares 11,118 $8.3M 3.41% +258 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: not reported; 2025Q4: 8,156 shares; 2026Q1: 84,246 shares; 2026Q2: 79,821 shares 79,821 $8.04M 3.3% -4,425 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: 159,388 shares; 2025Q1: 203,237 shares; 2025Q2: 248,828 shares; 2025Q3: 290,508 shares; 2025Q4: 221,348 shares; 2026Q1: 220,794 shares; 2026Q2: 224,534 shares 224,534 $7.12M 2.93% +3,740 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,786 shares; 2025Q1: 25,343 shares; 2025Q2: 25,521 shares; 2025Q3: 25,089 shares; 2025Q4: 74,684 shares; 2026Q1: 57,501 shares; 2026Q2: 123,631 shares 123,631 $6.94M 2.85% +66,130 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: not reported; 2024Q4: 23,571 shares; 2025Q1: 24,021 shares; 2025Q2: 23,934 shares; 2025Q3: 23,574 shares; 2025Q4: 22,103 shares; 2026Q1: 21,741 shares; 2026Q2: 21,565 shares 21,565 $6.24M 2.56% -176 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; 2024Q3: not reported; 2024Q4: 9,518 shares; 2025Q1: 118,533 shares; 2025Q2: 166,585 shares; 2025Q3: 210,050 shares; 2025Q4: 178,816 shares; 2026Q1: 178,174 shares; 2026Q2: 181,869 shares 181,869 $6.15M 2.53% +3,695 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,646 shares; 2025Q3: 84,485 shares; 2025Q4: 91,123 shares; 2026Q1: 82,505 shares; 2026Q2: 76,446 shares 76,446 $5.79M 2.38% -6,059 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 130,310 shares; 2025Q1: 113,803 shares; 2025Q2: 45,500 shares; 2025Q3: 44,088 shares; 2025Q4: 60,169 shares; 2026Q1: 64,423 shares; 2026Q2: 62,087 shares 62,087 $5.69M 2.34% -2,336 Timeline TIP 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: 49,111 shares; 2025Q1: 44,055 shares; 2025Q2: 42,867 shares; 2025Q3: 42,329 shares; 2025Q4: 42,575 shares; 2026Q1: 40,346 shares; 2026Q2: 38,959 shares 38,959 $4.26M 1.75% -1,387 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,428 shares; 2026Q1: 16,561 shares; 2026Q2: 17,597 shares 17,597 $4.16M 1.71% +1,036 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 71,527 shares; 2025Q1: 64,602 shares; 2025Q2: 61,650 shares; 2025Q3: 60,494 shares; 2025Q4: 47,353 shares; 2026Q1: 57,273 shares; 2026Q2: 55,296 shares 55,296 $3.22M 1.32% -1,977 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80,106 shares; 2025Q1: 46,645 shares; 2025Q2: 44,982 shares; 2025Q3: 40,870 shares; 2025Q4: 40,123 shares; 2026Q1: 38,474 shares; 2026Q2: 38,341 shares 38,341 $1.89M 0.78% -133 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,569 shares; 2025Q1: 37,637 shares; 2025Q2: 37,242 shares; 2025Q3: 36,706 shares; 2025Q4: 36,966 shares; 2026Q1: 35,783 shares; 2026Q2: 34,971 shares 34,971 $1.64M 0.67% -812 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: 8,010 shares; 2025Q2: 8,384 shares; 2025Q3: 6,504 shares; 2025Q4: 6,473 shares; 2026Q1: 6,254 shares; 2026Q2: 3,756 shares 3,756 $1.63M 0.67% -2,498 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: not reported; 2024Q4: 1,936 shares; 2025Q1: 4,404 shares; 2025Q2: 4,584 shares; 2025Q3: 4,427 shares; 2025Q4: 8,854 shares; 2026Q1: 8,292 shares; 2026Q2: 8,088 shares 8,088 $1.54M 0.63% -204 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: not reported; 2024Q4: 5,005 shares; 2025Q1: 5,428 shares; 2025Q2: 5,410 shares; 2025Q3: 5,280 shares; 2025Q4: 4,592 shares; 2026Q1: 4,379 shares; 2026Q2: 4,136 shares 4,136 $1.48M 0.61% -243 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: 5,905 shares; 2025Q1: 6,163 shares; 2025Q2: 6,127 shares; 2025Q3: 6,002 shares; 2025Q4: 5,968 shares; 2026Q1: 5,872 shares; 2026Q2: 5,570 shares 5,570 $1.4M 0.58% -302 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: not reported; 2024Q4: 4,935 shares; 2025Q1: 4,930 shares; 2025Q2: 5,110 shares; 2025Q3: 5,009 shares; 2025Q4: 4,995 shares; 2026Q1: 4,962 shares; 2026Q2: 4,693 shares 4,693 $1.32M 0.54% -269 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,903 shares; 2025Q3: 15,234 shares; 2025Q4: 15,185 shares; 2026Q1: 14,991 shares; 2026Q2: 11,182 shares 11,182 $1.31M 0.54% -3,809 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: 5,341 shares; 2025Q1: 5,436 shares; 2025Q2: 5,598 shares; 2025Q3: 4,370 shares; 2025Q4: 4,343 shares; 2026Q1: 4,258 shares; 2026Q2: 3,402 shares 3,402 $1.29M 0.53% -856 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,830 shares; 2026Q2: 12,443 shares 12,443 $1.27M 0.52% -387 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,591 shares; 2025Q1: 3,611 shares; 2025Q2: 3,754 shares; 2025Q3: 3,110 shares; 2025Q4: 3,092 shares; 2026Q1: 3,055 shares; 2026Q2: 2,900 shares 2,900 $1.24M 0.51% -155 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: not reported; 2024Q4: 3,927 shares; 2025Q1: 3,913 shares; 2025Q2: 3,977 shares; 2025Q3: 3,356 shares; 2025Q4: 3,371 shares; 2026Q1: 3,352 shares; 2026Q2: 3,191 shares 3,191 $1.09M 0.45% -161 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: not reported; 2024Q4: 9,410 shares; 2025Q1: 9,694 shares; 2025Q2: 9,599 shares; 2025Q3: 9,170 shares; 2025Q4: 8,331 shares; 2026Q1: 8,968 shares; 2026Q2: 8,433 shares 8,433 $1.08M 0.45% -535 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: not reported; 2024Q4: 3,321 shares; 2025Q1: 3,382 shares; 2025Q2: 3,416 shares; 2025Q3: 3,203 shares; 2025Q4: 3,179 shares; 2026Q1: 3,141 shares; 2026Q2: 2,970 shares 2,970 $1.08M 0.44% -171 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,979 shares; 2025Q1: 3,979 shares; 2025Q2: 3,979 shares; 2025Q3: 3,979 shares; 2025Q4: 3,979 shares; 2026Q1: 4,037 shares; 2026Q2: 4,037 shares 4,037 $979K 0.4% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,557 shares 3,557 $968K 0.4% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: 3,029 shares; 2025Q2: 3,065 shares; 2025Q3: 3,005 shares; 2025Q4: 2,933 shares; 2026Q1: 2,849 shares; 2026Q2: 2,711 shares 2,711 $956K 0.39% -138 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,311 shares; 2025Q1: 18,229 shares; 2025Q2: 18,122 shares; 2025Q3: 17,661 shares; 2025Q4: 17,609 shares; 2026Q1: 17,508 shares; 2026Q2: 16,627 shares 16,627 $923K 0.38% -881 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: not reported; 2024Q4: 7,424 shares; 2025Q1: 16,978 shares; 2025Q2: 17,258 shares; 2025Q3: 17,370 shares; 2025Q4: 17,370 shares; 2026Q1: 16,978 shares; 2026Q2: 16,630 shares 16,630 $892K 0.37% -348 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; 2024Q3: not reported; 2024Q4: 1,961 shares; 2025Q1: 2,005 shares; 2025Q2: 1,986 shares; 2025Q3: 1,856 shares; 2025Q4: 1,838 shares; 2026Q1: 1,807 shares; 2026Q2: 1,702 shares 1,702 $867K 0.36% -105 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: not reported; 2024Q4: 17,867 shares; 2025Q1: 17,845 shares; 2025Q2: 17,882 shares; 2025Q3: 16,996 shares; 2025Q4: 6,880 shares; 2026Q1: 15,326 shares; 2026Q2: 14,865 shares 14,865 $857K 0.35% -461 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: not reported; 2024Q4: 3,297 shares; 2025Q1: 3,441 shares; 2025Q2: 3,435 shares; 2025Q3: 3,355 shares; 2025Q4: 3,327 shares; 2026Q1: 3,280 shares; 2026Q2: 3,109 shares 3,109 $840K 0.35% -171 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,597 shares; 2025Q1: 9,760 shares; 2025Q2: 9,768 shares; 2025Q3: 9,326 shares; 2025Q4: 4,190 shares; 2026Q1: 8,719 shares; 2026Q2: 8,212 shares 8,212 $839K 0.34% -507 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,103 shares; 2025Q1: 4,276 shares; 2025Q2: 4,280 shares; 2025Q3: 4,107 shares; 2025Q4: 3,918 shares; 2026Q1: 3,998 shares; 2026Q2: 3,793 shares 3,793 $836K 0.34% -205 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: not reported; 2024Q4: 6,157 shares; 2025Q1: 6,441 shares; 2025Q2: 6,470 shares; 2025Q3: 6,221 shares; 2025Q4: 5,737 shares; 2026Q1: 6,062 shares; 2026Q2: 5,656 shares 5,656 $829K 0.34% -406 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,879 shares; 2025Q4: 9,125 shares; 2026Q1: 9,009 shares; 2026Q2: 8,741 shares 8,741 $807K 0.33% -268 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 831 shares; 2025Q2: 913 shares; 2025Q3: 920 shares; 2025Q4: 878 shares; 2026Q1: 1,068 shares; 2026Q2: 1,104 shares 1,104 $776K 0.32% +36 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,978 shares; 2025Q2: 10,897 shares; 2025Q3: 10,375 shares; 2025Q4: 10,343 shares; 2026Q1: 10,215 shares; 2026Q2: 9,582 shares 9,582 $750K 0.31% -633 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: not reported; 2024Q4: 4,905 shares; 2025Q1: 5,960 shares; 2025Q2: 6,274 shares; 2025Q3: 6,096 shares; 2025Q4: 6,105 shares; 2026Q1: 5,571 shares; 2026Q2: 5,277 shares 5,277 $721K 0.3% -294 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,838 shares; 2025Q1: 6,085 shares; 2025Q2: 6,108 shares; 2025Q3: 5,809 shares; 2025Q4: 5,773 shares; 2026Q1: 5,543 shares; 2026Q2: 3,854 shares 3,854 $712K 0.29% -1,689 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,292 shares; 2025Q2: 9,834 shares; 2025Q3: 6,746 shares; 2025Q4: 6,672 shares; 2026Q1: 6,794 shares; 2026Q2: 4,497 shares 4,497 $696K 0.29% -2,297 Timeline AOA 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: 8,739 shares; 2025Q1: 8,093 shares; 2025Q2: 7,636 shares; 2025Q3: 7,353 shares; 2025Q4: 6,885 shares; 2026Q1: 6,875 shares; 2026Q2: 6,878 shares 6,878 $671K 0.28% +3 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: not reported; 2024Q4: 1,700 shares; 2025Q1: 1,816 shares; 2025Q2: 1,873 shares; 2025Q3: 1,850 shares; 2025Q4: 1,909 shares; 2026Q1: 1,868 shares; 2026Q2: 1,792 shares 1,792 $668K 0.27% -76 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,098 shares; 2025Q2: 7,463 shares; 2025Q3: 7,189 shares; 2025Q4: 3,046 shares; 2026Q1: 6,998 shares; 2026Q2: 6,825 shares 6,825 $626K 0.26% -173 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,513 shares 3,513 $579K 0.24% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,229 shares; 2025Q1: 16,929 shares; 2025Q2: 12,280 shares; 2025Q3: 12,044 shares; 2025Q4: 12,058 shares; 2026Q1: 12,666 shares; 2026Q2: 11,515 shares 11,515 $512K 0.21% -1,151 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 509 shares 509 $491K 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,680 shares; 2025Q2: 1,856 shares; 2025Q3: 1,872 shares; 2025Q4: 1,978 shares; 2026Q1: 2,195 shares; 2026Q2: 2,272 shares 2,272 $483K 0.2% +77 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,258 shares; 2025Q1: 15,653 shares; 2025Q2: 15,587 shares; 2025Q3: 14,916 shares; 2025Q4: 6,293 shares; 2026Q1: 14,075 shares; 2026Q2: 13,626 shares 13,626 $474K 0.19% -449 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,777 shares; 2025Q1: 23,447 shares; 2025Q2: 23,043 shares; 2025Q3: 22,063 shares; 2025Q4: 8,565 shares; 2026Q1: 19,596 shares; 2026Q2: 19,125 shares 19,125 $470K 0.19% -471 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: not reported; 2024Q4: 916 shares; 2025Q1: 2,035 shares; 2025Q2: 2,035 shares; 2025Q3: 2,035 shares; 2025Q4: 4,070 shares; 2026Q1: 4,070 shares; 2026Q2: 3,964 shares 3,964 $465K 0.19% -106 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: 1,137 shares; 2025Q1: 1,152 shares; 2025Q2: 1,145 shares; 2025Q3: 1,142 shares; 2025Q4: 1,159 shares; 2026Q1: 1,140 shares; 2026Q2: 1,077 shares 1,077 $453K 0.19% -63 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: not reported; 2025Q1: 4,156 shares; 2025Q2: 4,335 shares; 2025Q3: 4,335 shares; 2025Q4: 4,335 shares; 2026Q1: 4,335 shares; 2026Q2: 4,225 shares 4,225 $453K 0.19% -110 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,577 shares; 2025Q1: 5,577 shares; 2025Q2: 5,550 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,339 shares; 2026Q2: 4,339 shares 4,339 $446K 0.18% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 139,839 shares; 2025Q1: 127,471 shares; 2025Q2: 139,787 shares; 2025Q3: 131,882 shares; 2025Q4: 131,799 shares; 2026Q1: 8,403 shares; 2026Q2: 8,005 shares 8,005 $403K 0.17% -398 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,966 shares; 2025Q1: 8,984 shares; 2025Q2: 8,997 shares; 2025Q3: 8,997 shares; 2025Q4: 8,997 shares; 2026Q1: 5,362 shares; 2026Q2: 5,087 shares 5,087 $392K 0.16% -275 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,273 shares; 2025Q2: 3,350 shares; 2025Q3: 3,361 shares; 2025Q4: 3,294 shares; 2026Q1: 1,810 shares; 2026Q2: 1,810 shares 1,810 $362K 0.15% 0 Timeline BND 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,397 shares; 2025Q2: 3,690 shares; 2025Q3: 4,338 shares; 2025Q4: 4,297 shares; 2026Q1: 4,837 shares; 2026Q2: 4,916 shares 4,916 $361K 0.15% +79 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 827 shares; 2026Q2: 827 shares 827 $305K 0.13% 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: not reported; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares; 2026Q2: 3,244 shares 3,244 $261K 0.11% +2,433 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: 870 shares; 2025Q1: 395 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 395 shares; 2026Q2: 374 shares 374 $257K 0.11% -21 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; 2024Q3: not reported; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 847 shares; 2026Q2: 847 shares 847 $253K 0.1% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,481 shares 1,481 $253K 0.1% new Timeline AOR 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: 5,226 shares; 2025Q1: 4,670 shares; 2025Q2: 3,638 shares; 2025Q3: 3,638 shares; 2025Q4: 3,633 shares; 2026Q1: 3,633 shares; 2026Q2: 3,633 shares 3,633 $252K 0.1% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,806 shares; 2025Q3: 1,972 shares; 2025Q4: 1,984 shares; 2026Q1: 1,984 shares; 2026Q2: 1,988 shares 1,988 $251K 0.1% +4 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW 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: 4,630 shares; 2026Q1: 4,630 shares; 2026Q2: 4,638 shares 4,638 $249K 0.1% +8 Timeline DVY 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: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares; 2026Q2: 1,537 shares 1,537 $240K 0.1% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166 shares 166 $226K 0.09% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,637 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,880 shares 2,880 $221K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,346 shares; 2025Q4: 1,349 shares; 2026Q1: 1,261 shares; 2026Q2: 1,263 shares 1,263 $209K 0.09% +2 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,783 shares; 2025Q1: 3,568 shares; 2025Q2: 2,860 shares; 2025Q3: 2,867 shares; 2025Q4: 2,877 shares; 2026Q1: not reported; 2026Q2: 2,289 shares 2,289 $201K 0.08% new Timeline FOXA FOX CORP More: the full row for FOX 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: 3,793 shares; 2025Q4: 3,840 shares; 2026Q1: 3,840 shares; 2026Q2: 3,851 shares 3,851 $201K 0.08% +11 Timeline