JPIE 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: 98,137 shares; 2024Q4: 157,702 shares; 2025Q1: 215,099 shares; 2025Q2: 297,192 shares; 2025Q3: 365,541 shares; 2025Q4: 460,776 shares; 2026Q1: 498,900 shares; 2026Q2: 519,341 shares 519,341 $23.9M 8.86% +20,441 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: 298,529 shares; 2024Q4: 283,289 shares; 2025Q1: 278,224 shares; 2025Q2: 256,356 shares; 2025Q3: 253,560 shares; 2025Q4: 255,101 shares; 2026Q1: 257,179 shares; 2026Q2: 256,791 shares 256,791 $20.4M 7.56% -388 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,062 shares; 2024Q4: 299,557 shares; 2025Q1: 314,295 shares; 2025Q2: 334,806 shares; 2025Q3: 335,712 shares; 2025Q4: 359,684 shares; 2026Q1: 402,838 shares; 2026Q2: 504,375 shares 504,375 $20.2M 7.5% +101,537 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,602 shares; 2024Q4: 309,103 shares; 2025Q1: 387,136 shares; 2025Q2: 559,271 shares; 2025Q3: 614,447 shares; 2025Q4: 659,944 shares; 2026Q1: 685,901 shares; 2026Q2: 710,284 shares 710,284 $15.8M 5.87% +24,383 Timeline JPST 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: 174,374 shares; 2024Q4: 160,408 shares; 2025Q1: 193,588 shares; 2025Q2: 204,904 shares; 2025Q3: 222,228 shares; 2025Q4: 253,969 shares; 2026Q1: 264,941 shares; 2026Q2: 250,122 shares 250,122 $12.6M 4.69% -14,819 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,131 shares; 2025Q4: 87,147 shares; 2026Q1: 132,233 shares; 2026Q2: 151,332 shares 151,332 $11.7M 4.35% +19,099 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: 16,451 shares; 2024Q4: 16,453 shares; 2025Q1: 16,340 shares; 2025Q2: 16,031 shares; 2025Q3: 15,596 shares; 2025Q4: 16,008 shares; 2026Q1: 16,140 shares; 2026Q2: 16,069 shares 16,069 $11M 4.09% -71 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: 34,233 shares; 2024Q4: 34,660 shares; 2025Q1: 37,197 shares; 2025Q2: 34,924 shares; 2025Q3: 34,926 shares; 2025Q4: 37,727 shares; 2026Q1: 37,729 shares; 2026Q2: 37,730 shares 37,730 $10.9M 4.05% +1 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,804 shares; 2024Q4: 249,766 shares; 2025Q1: 260,320 shares; 2025Q2: 237,806 shares; 2025Q3: 242,037 shares; 2025Q4: 252,169 shares; 2026Q1: 252,942 shares; 2026Q2: 255,731 shares 255,731 $10.8M 4.01% +2,789 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,248 shares; 2024Q4: 16,421 shares; 2025Q1: 29,021 shares; 2025Q2: 51,013 shares; 2025Q3: 64,848 shares; 2025Q4: 90,751 shares; 2026Q1: 108,148 shares; 2026Q2: 106,235 shares 106,235 $10.7M 3.97% -1,913 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: 28,918 shares; 2024Q4: 28,162 shares; 2025Q1: 28,444 shares; 2025Q2: 29,445 shares; 2025Q3: 28,868 shares; 2025Q4: 29,184 shares; 2026Q1: 29,137 shares; 2026Q2: 29,091 shares 29,091 $8.82M 3.27% -46 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,533 shares; 2025Q1: 68,017 shares; 2025Q2: 107,040 shares; 2025Q3: 134,707 shares; 2025Q4: 202,628 shares; 2026Q1: 252,507 shares; 2026Q2: 289,289 shares 289,289 $8.15M 3.02% +36,782 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,187 shares; 2025Q2: 45,253 shares; 2025Q3: 89,916 shares; 2025Q4: 133,607 shares; 2026Q1: 161,369 shares; 2026Q2: 182,533 shares 182,533 $6.85M 2.54% +21,164 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,444 shares; 2024Q4: 38,726 shares; 2025Q1: 40,145 shares; 2025Q2: 40,617 shares; 2025Q3: 40,749 shares; 2025Q4: 38,514 shares; 2026Q1: 37,198 shares; 2026Q2: 38,209 shares 38,209 $6M 2.22% +1,011 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: 14,279 shares; 2024Q4: 14,364 shares; 2025Q1: 14,847 shares; 2025Q2: 15,113 shares; 2025Q3: 15,072 shares; 2025Q4: 15,487 shares; 2026Q1: 16,284 shares; 2026Q2: 16,098 shares 16,098 $5.96M 2.21% -186 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,784 shares; 2024Q4: 10,855 shares; 2025Q1: 10,855 shares; 2025Q2: 10,718 shares; 2025Q3: 10,730 shares; 2025Q4: 10,730 shares; 2026Q1: 10,980 shares; 2026Q2: 10,923 shares 10,923 $5.47M 2.03% -57 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: 69,473 shares; 2024Q4: 69,425 shares; 2025Q1: 69,425 shares; 2025Q2: 69,425 shares; 2025Q3: 69,425 shares; 2025Q4: 76,175 shares; 2026Q1: 75,890 shares; 2026Q2: 71,928 shares 71,928 $5.43M 2.01% -3,962 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,804 shares; 2025Q1: 12,644 shares; 2025Q2: 27,803 shares; 2025Q3: 54,046 shares; 2025Q4: 110,775 shares; 2026Q1: 145,238 shares; 2026Q2: 167,626 shares 167,626 $4.45M 1.65% +22,388 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,297 shares; 2025Q2: 39,223 shares; 2025Q3: 54,832 shares; 2025Q4: 80,368 shares; 2026Q1: 98,320 shares; 2026Q2: 116,229 shares 116,229 $4.35M 1.61% +17,909 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,260 shares; 2025Q2: 50,983 shares; 2025Q3: 60,455 shares; 2025Q4: 75,526 shares; 2026Q1: 102,614 shares; 2026Q2: 127,106 shares 127,106 $4.19M 1.55% +24,492 Timeline VCSH 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: 40,973 shares; 2024Q4: 40,948 shares; 2025Q1: 42,871 shares; 2025Q2: 47,796 shares; 2025Q3: 46,526 shares; 2025Q4: 49,301 shares; 2026Q1: 43,321 shares; 2026Q2: 52,490 shares 52,490 $4.15M 1.54% +9,169 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,354 shares; 2024Q4: 14,475 shares; 2025Q1: 15,390 shares; 2025Q2: 15,475 shares; 2025Q3: 17,893 shares; 2025Q4: 19,313 shares; 2026Q1: 15,862 shares; 2026Q2: 28,534 shares 28,534 $3.73M 1.38% +12,672 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,419 shares; 2024Q4: 61,671 shares; 2025Q1: 60,825 shares; 2025Q2: 55,534 shares; 2025Q3: 56,035 shares; 2025Q4: 57,109 shares; 2026Q1: 60,251 shares; 2026Q2: 60,322 shares 60,322 $3.6M 1.33% +71 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: 20,819 shares; 2024Q4: 32,228 shares; 2025Q1: 41,746 shares; 2025Q2: 82,705 shares; 2025Q3: 77,654 shares; 2025Q4: 81,742 shares; 2026Q1: 76,717 shares; 2026Q2: 59,810 shares 59,810 $3.05M 1.13% -16,907 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: 8,212 shares; 2024Q4: 8,040 shares; 2025Q1: 8,040 shares; 2025Q2: 7,793 shares; 2025Q3: 7,716 shares; 2025Q4: 7,716 shares; 2026Q1: 7,716 shares; 2026Q2: 7,716 shares 7,716 $2.84M 1.05% 0 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,554 shares; 2024Q4: 66,758 shares; 2025Q1: 83,661 shares; 2025Q2: 91,818 shares; 2025Q3: 98,086 shares; 2025Q4: 106,399 shares; 2026Q1: 95,869 shares; 2026Q2: 102,825 shares 102,825 $2.82M 1.05% +6,956 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: not reported; 2025Q3: 11,654 shares; 2025Q4: 24,423 shares; 2026Q1: 25,892 shares; 2026Q2: 37,316 shares 37,316 $2.82M 1.05% +11,424 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,927 shares; 2025Q2: 4,927 shares; 2025Q3: 4,927 shares; 2025Q4: 54,728 shares; 2026Q1: 71,946 shares; 2026Q2: 77,204 shares 77,204 $2.57M 0.95% +5,258 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.83% 0 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,632 shares; 2025Q2: 22,330 shares; 2025Q3: 26,214 shares; 2025Q4: 32,925 shares; 2026Q1: 40,486 shares; 2026Q2: 44,490 shares 44,490 $2.18M 0.81% +4,004 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: 2,390 shares; 2024Q4: 2,590 shares; 2025Q1: 3,390 shares; 2025Q2: 3,390 shares; 2025Q3: 3,421 shares; 2025Q4: 8,521 shares; 2026Q1: 8,521 shares; 2026Q2: 8,521 shares 8,521 $2.03M 0.75% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,868 shares; 2024Q4: 35,851 shares; 2025Q1: 35,810 shares; 2025Q2: 36,134 shares; 2025Q3: 36,134 shares; 2025Q4: 36,618 shares; 2026Q1: 36,594 shares; 2026Q2: 36,374 shares 36,374 $1.88M 0.7% -220 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: 2,662 shares; 2024Q4: 2,662 shares; 2025Q1: 2,772 shares; 2025Q2: 2,772 shares; 2025Q3: 2,806 shares; 2025Q4: 4,406 shares; 2026Q1: 4,406 shares; 2026Q2: 4,406 shares 4,406 $1.64M 0.61% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,676 shares; 2024Q4: 7,676 shares; 2025Q1: 7,676 shares; 2025Q2: 7,676 shares; 2025Q3: 7,676 shares; 2025Q4: 7,676 shares; 2026Q1: 7,676 shares; 2026Q2: 7,676 shares 7,676 $1.63M 0.61% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,487 shares; 2024Q4: 9,580 shares; 2025Q1: 11,610 shares; 2025Q2: 11,610 shares; 2025Q3: 11,610 shares; 2025Q4: 20,040 shares; 2026Q1: 19,629 shares; 2026Q2: 19,629 shares 19,629 $1.59M 0.59% 0 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: 31,344 shares; 2024Q4: 25,979 shares; 2025Q1: 26,091 shares; 2025Q2: 25,598 shares; 2025Q3: 26,178 shares; 2025Q4: 26,670 shares; 2026Q1: 31,195 shares; 2026Q2: 31,165 shares 31,165 $1.47M 0.55% -30 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,572 shares; 2024Q4: 8,650 shares; 2025Q1: 8,650 shares; 2025Q2: 8,717 shares; 2025Q3: 8,717 shares; 2025Q4: 8,793 shares; 2026Q1: 8,793 shares; 2026Q2: 8,850 shares 8,850 $1.39M 0.51% +57 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 9,474 shares; 2025Q4: 15,063 shares; 2026Q1: 14,289 shares; 2026Q2: 18,074 shares 18,074 $1.38M 0.51% +3,785 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,432 shares; 2024Q4: 10,334 shares; 2025Q1: 10,840 shares; 2025Q2: 8,891 shares; 2025Q3: 8,905 shares; 2025Q4: 8,924 shares; 2026Q1: 8,930 shares; 2026Q2: 8,530 shares 8,530 $1.27M 0.47% -400 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,675 shares; 2024Q4: 21,268 shares; 2025Q1: 21,238 shares; 2025Q2: 21,565 shares; 2025Q3: 21,625 shares; 2025Q4: 24,709 shares; 2026Q1: 25,342 shares; 2026Q2: 25,722 shares 25,722 $1.26M 0.47% +380 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: not reported; 2025Q1: 7,530 shares; 2025Q2: 11,620 shares; 2025Q3: 15,547 shares; 2025Q4: 19,966 shares; 2026Q1: 22,498 shares; 2026Q2: 24,630 shares 24,630 $1.21M 0.45% +2,132 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: 8,120 shares; 2024Q4: 8,157 shares; 2025Q1: 8,195 shares; 2025Q2: 8,234 shares; 2025Q3: 8,266 shares; 2025Q4: 8,297 shares; 2026Q1: 8,758 shares; 2026Q2: 8,786 shares 8,786 $1.2M 0.45% +28 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: 2,854 shares; 2024Q4: 2,854 shares; 2025Q1: 5,454 shares; 2025Q2: 5,455 shares; 2025Q3: 3,719 shares; 2025Q4: 4,919 shares; 2026Q1: 4,426 shares; 2026Q2: 4,428 shares 4,428 $886K 0.33% +2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 839 shares; 2025Q4: 2,439 shares; 2026Q1: 2,439 shares; 2026Q2: 2,439 shares 2,439 $872K 0.32% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,740 shares; 2024Q4: 6,740 shares; 2025Q1: 5,990 shares; 2025Q2: 5,240 shares; 2025Q3: 5,240 shares; 2025Q4: 5,240 shares; 2026Q1: 5,240 shares; 2026Q2: 5,240 shares 5,240 $848K 0.31% 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; 2024Q3: 1,048 shares; 2024Q4: 1,052 shares; 2025Q1: 1,055 shares; 2025Q2: 1,068 shares; 2025Q3: 1,071 shares; 2025Q4: 1,074 shares; 2026Q1: 1,077 shares; 2026Q2: 1,080 shares 1,080 $806K 0.3% +3 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,207 shares; 2025Q3: 3,233 shares; 2025Q4: 4,568 shares; 2026Q1: 5,597 shares; 2026Q2: 6,445 shares 6,445 $648K 0.24% +848 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,612 shares; 2025Q3: 1,612 shares; 2025Q4: 5,224 shares; 2026Q1: 5,224 shares; 2026Q2: 5,224 shares 5,224 $609K 0.23% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,218 shares; 2024Q4: 15,218 shares; 2025Q1: 15,218 shares; 2025Q2: 15,218 shares; 2025Q3: 15,218 shares; 2025Q4: 15,218 shares; 2026Q1: 15,218 shares; 2026Q2: 15,218 shares 15,218 $609K 0.23% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 13,200 shares; 2026Q1: 13,200 shares; 2026Q2: 13,200 shares 13,200 $601K 0.22% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares; 2025Q2: 1,293 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares; 2026Q1: 1,295 shares; 2026Q2: 1,215 shares 1,215 $505K 0.19% -80 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: 1,328 shares; 2024Q4: 1,330 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: 1,371 shares; 2025Q4: 1,375 shares; 2026Q1: 1,376 shares; 2026Q2: 1,378 shares 1,378 $504K 0.19% +2 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: 433 shares 433 $500K 0.19% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,204 shares; 2024Q4: 2,204 shares; 2025Q1: 2,204 shares; 2025Q2: 2,204 shares; 2025Q3: 2,204 shares; 2025Q4: 2,204 shares; 2026Q1: 2,204 shares; 2026Q2: 2,204 shares 2,204 $454K 0.17% 0 Timeline SMH 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: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $394K 0.15% 0 Timeline JEPI 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: 4,245 shares; 2025Q2: 4,351 shares; 2025Q3: 5,149 shares; 2025Q4: 6,247 shares; 2026Q1: 6,332 shares; 2026Q2: 6,431 shares 6,431 $363K 0.13% +99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383 shares; 2026Q1: 383 shares; 2026Q2: 383 shares 383 $358K 0.13% 0 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: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 1,247 shares; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,247 shares; 2026Q2: 1,247 shares 1,247 $351K 0.13% 0 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR 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: 6,741 shares; 2025Q4: 10,289 shares; 2026Q1: 10,452 shares; 2026Q2: 10,452 shares 10,452 $339K 0.13% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,444 shares; 2025Q2: 3,452 shares; 2025Q3: 3,461 shares; 2025Q4: 4,146 shares; 2026Q1: 4,146 shares; 2026Q2: 4,155 shares 4,155 $338K 0.13% +9 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 981 shares; 2026Q2: 981 shares 981 $332K 0.12% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,248 shares; 2024Q4: 2,248 shares; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,248 shares; 2025Q4: 2,248 shares; 2026Q1: 2,248 shares; 2026Q2: 2,248 shares 2,248 $329K 0.12% 0 Timeline MOAT 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: not reported; 2025Q3: 2,241 shares; 2025Q4: 3,163 shares; 2026Q1: 3,163 shares; 2026Q2: 3,163 shares 3,163 $329K 0.12% 0 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: not reported; 2025Q1: not reported; 2025Q2: 5,839 shares; 2025Q3: 5,854 shares; 2025Q4: 5,883 shares; 2026Q1: 5,883 shares; 2026Q2: 7,180 shares 7,180 $319K 0.12% +1,297 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS 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: 424 shares 424 $307K 0.11% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,530 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,121 shares; 2026Q2: 3,121 shares 3,121 $298K 0.11% 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: not reported; 2025Q4: 810 shares; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $286K 0.11% 0 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: 8,145 shares; 2024Q4: 8,145 shares; 2025Q1: 8,145 shares; 2025Q2: 8,145 shares; 2025Q3: 8,145 shares; 2025Q4: 8,145 shares; 2026Q1: 8,145 shares; 2026Q2: 8,145 shares 8,145 $283K 0.11% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837 shares; 2024Q4: 837 shares; 2025Q1: 937 shares; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $280K 0.1% 0 Timeline RING 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: 4,151 shares; 2026Q2: 4,181 shares 4,181 $270K 0.1% +30 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: 733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 888 shares; 2025Q4: 894 shares; 2026Q1: 897 shares; 2026Q2: 900 shares 900 $269K 0.1% +3 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 154 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154 $261K 0.1% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 508 shares 508 $243K 0.09% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800 $211K 0.08% new Timeline