NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,057 shares; 2024Q4: 136,956 shares; 2025Q1: 134,330 shares; 2025Q2: 133,644 shares; 2025Q3: 133,337 shares; 2025Q4: 132,915 shares; 2026Q1: 132,222 shares; 2026Q2: 132,461 shares 132,461 $26.5M 8.18% +239 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: 51,420 shares; 2024Q4: 49,731 shares; 2025Q1: 48,469 shares; 2025Q2: 71,360 shares; 2025Q3: 71,137 shares; 2025Q4: 70,987 shares; 2026Q1: 70,616 shares; 2026Q2: 70,846 shares 70,846 $25.3M 7.81% +230 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,800 shares; 2024Q4: 15,938 shares; 2025Q1: 15,507 shares; 2025Q2: 15,459 shares; 2025Q3: 15,418 shares; 2025Q4: 15,367 shares; 2026Q1: 15,174 shares; 2026Q2: 15,227 shares 15,227 $18.3M 5.63% +53 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,665 shares; 2026Q2: 57,895 shares 57,895 $17.2M 5.32% +230 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: 62,741 shares; 2024Q4: 61,364 shares; 2025Q1: 61,444 shares; 2025Q2: 58,494 shares; 2025Q3: 58,315 shares; 2025Q4: 57,895 shares; 2026Q1: 57,566 shares; 2026Q2: 57,600 shares 57,600 $16.7M 5.14% +34 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,545 shares; 2025Q3: 13,506 shares; 2025Q4: 13,486 shares; 2026Q1: 13,374 shares; 2026Q2: 13,425 shares 13,425 $15.8M 4.87% +51 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: 70,876 shares; 2024Q4: 68,938 shares; 2025Q1: 67,694 shares; 2025Q2: 66,141 shares; 2025Q3: 65,958 shares; 2025Q4: 65,768 shares; 2026Q1: 64,949 shares; 2026Q2: 65,135 shares 65,135 $15.5M 4.79% +186 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: 29,483 shares; 2024Q4: 29,466 shares; 2025Q1: 26,674 shares; 2025Q2: 26,191 shares; 2025Q3: 35,124 shares; 2025Q4: 35,137 shares; 2026Q1: 35,032 shares; 2026Q2: 35,210 shares 35,210 $14.8M 4.57% +178 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: 77,531 shares; 2024Q4: 78,148 shares; 2025Q1: 75,570 shares; 2025Q2: 74,845 shares; 2025Q3: 38,436 shares; 2025Q4: 38,405 shares; 2026Q1: 38,319 shares; 2026Q2: 38,465 shares 38,465 $14.5M 4.48% +146 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: 15,413 shares; 2024Q4: 15,530 shares; 2025Q1: 15,099 shares; 2025Q2: 14,948 shares; 2025Q3: 14,917 shares; 2025Q4: 14,921 shares; 2026Q1: 14,797 shares; 2026Q2: 14,842 shares 14,842 $13.9M 4.28% +45 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,305 shares; 2026Q1: 31,248 shares; 2026Q2: 31,378 shares 31,378 $13.6M 4.19% +130 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,455 shares; 2024Q4: not reported; 2025Q1: 31,560 shares; 2025Q2: 32,009 shares; 2025Q3: 31,918 shares; 2025Q4: 31,880 shares; 2026Q1: 31,673 shares; 2026Q2: 31,795 shares 31,795 $11.9M 3.67% +122 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: 19,019 shares; 2024Q4: 18,981 shares; 2025Q1: 18,891 shares; 2025Q2: 29,893 shares; 2025Q3: 29,763 shares; 2025Q4: 29,524 shares; 2026Q1: 29,127 shares; 2026Q2: 29,240 shares 29,240 $10.9M 3.36% +113 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,820 shares; 2025Q4: 69,722 shares; 2026Q1: 68,800 shares; 2026Q2: 68,982 shares 68,982 $9.98M 3.08% +182 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 1,779 shares; 2025Q4: 1,762 shares; 2026Q1: 5,480 shares; 2026Q2: 4,555 shares 4,555 $9.03M 2.78% -925 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP 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: 8,566 shares; 2026Q1: 8,572 shares; 2026Q2: 8,608 shares 8,608 $8.71M 2.69% +36 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,624 shares; 2026Q2: 30,747 shares 30,747 $8.27M 2.55% +123 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 74,487 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,442 shares; 2026Q2: 47,638 shares 47,638 $8.09M 2.5% +196 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: 35,533 shares; 2024Q4: 35,893 shares; 2025Q1: 34,977 shares; 2025Q2: 34,694 shares; 2025Q3: 22,042 shares; 2025Q4: 21,982 shares; 2026Q1: 21,825 shares; 2026Q2: 21,892 shares 21,892 $7.51M 2.32% +67 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD 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: 67,229 shares; 2025Q4: 68,477 shares; 2026Q1: 67,988 shares; 2026Q2: 68,335 shares 68,335 $7.15M 2.21% +347 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,020 shares; 2024Q4: 12,096 shares; 2025Q1: 11,948 shares; 2025Q2: 11,961 shares; 2025Q3: 11,925 shares; 2025Q4: 11,871 shares; 2026Q1: 11,774 shares; 2026Q2: 11,819 shares 11,819 $6.66M 2.05% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,522 shares 24,522 $5.22M 1.61% new 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: 8,360 shares; 2024Q4: 8,360 shares; 2025Q1: 8,332 shares; 2025Q2: 8,358 shares; 2025Q3: 8,092 shares; 2025Q4: 7,287 shares; 2026Q1: 7,200 shares; 2026Q2: 6,952 shares 6,952 $5.19M 1.6% -248 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO 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: 59,990 shares 59,990 $5.01M 1.54% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,386 shares; 2024Q4: 27,816 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,620 shares 54,620 $4.29M 1.32% new 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; 2024Q3: 4,928 shares; 2024Q4: 4,952 shares; 2025Q1: 4,901 shares; 2025Q2: 4,876 shares; 2025Q3: 4,832 shares; 2025Q4: 4,556 shares; 2026Q1: 4,450 shares; 2026Q2: 4,729 shares 4,729 $3.48M 1.07% +279 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: 6,711 shares; 2024Q4: 6,711 shares; 2025Q1: 6,711 shares; 2025Q2: 6,711 shares; 2025Q3: 6,711 shares; 2025Q4: 6,711 shares; 2026Q1: 6,711 shares; 2026Q2: 6,711 shares 6,711 $2.48M 0.77% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,447 shares; 2025Q2: 15,002 shares; 2025Q3: 14,848 shares; 2025Q4: 14,677 shares; 2026Q1: 15,002 shares; 2026Q2: 14,944 shares 14,944 $2.26M 0.7% -58 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: 4 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.46% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 1,658 shares 1,658 $1.32M 0.41% new Timeline ITOT 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: 2,654 shares; 2025Q4: 7,704 shares; 2026Q1: 7,704 shares; 2026Q2: 7,704 shares 7,704 $1.27M 0.39% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,099 shares; 2024Q4: 2,831 shares; 2025Q1: 3,578 shares; 2025Q2: 2,976 shares; 2025Q3: 3,022 shares; 2025Q4: 2,766 shares; 2026Q1: 2,498 shares; 2026Q2: 9,850 shares 9,850 $1.22M 0.38% +7,352 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,991 shares; 2024Q4: 3,204 shares; 2025Q1: 3,400 shares; 2025Q2: 3,558 shares; 2025Q3: 3,439 shares; 2025Q4: 3,243 shares; 2026Q1: 3,279 shares; 2026Q2: 3,169 shares 3,169 $952K 0.29% -110 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,400 shares; 2025Q1: 1,250 shares; 2025Q2: 1,075 shares; 2025Q3: 1,035 shares; 2025Q4: 1,005 shares; 2026Q1: 840 shares; 2026Q2: 800 shares 800 $834K 0.26% -40 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: 2,884 shares; 2024Q4: 2,882 shares; 2025Q1: 2,711 shares; 2025Q2: 2,599 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares; 2026Q2: 2,353 shares 2,353 $831K 0.26% -287 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: 11,654 shares; 2024Q4: 11,887 shares; 2025Q1: 12,597 shares; 2025Q2: 12,723 shares; 2025Q3: 12,312 shares; 2025Q4: 10,641 shares; 2026Q1: 10,202 shares; 2026Q2: 9,881 shares 9,881 $762K 0.24% -321 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,952 shares; 2024Q4: 5,104 shares; 2025Q1: 5,183 shares; 2025Q2: 5,415 shares; 2025Q3: 7,616 shares; 2025Q4: 7,923 shares; 2026Q1: 7,914 shares; 2026Q2: 7,646 shares 7,646 $757K 0.23% -268 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,664 shares; 2024Q4: 6,664 shares; 2025Q1: 6,664 shares; 2025Q2: 6,664 shares; 2025Q3: 7,232 shares; 2025Q4: 8,329 shares; 2026Q1: 8,329 shares; 2026Q2: 8,329 shares 8,329 $582K 0.18% 0 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: 685 shares; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 659 shares; 2026Q2: 657 shares 657 $492K 0.15% -2 Timeline PRF 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: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $459K 0.14% 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; 2024Q3: 2,585 shares; 2024Q4: 2,585 shares; 2025Q1: 2,585 shares; 2025Q2: 2,585 shares; 2025Q3: 2,585 shares; 2025Q4: 2,585 shares; 2026Q1: 2,585 shares; 2026Q2: 2,585 shares 2,585 $428K 0.13% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 683 shares 683 $397K 0.12% new 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: 5,001 shares; 2024Q4: 20,004 shares; 2025Q1: 19,656 shares; 2025Q2: 11,904 shares; 2025Q3: 11,904 shares; 2025Q4: 11,904 shares; 2026Q1: 11,504 shares; 2026Q2: 11,272 shares 11,272 $381K 0.12% -232 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 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 3,000 $340K 0.1% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS 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: 7,233 shares 7,233 $312K 0.1% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 7 shares; 2025Q1: 907 shares; 2025Q2: 3,219 shares; 2025Q3: 4,098 shares; 2025Q4: 4,098 shares; 2026Q1: 9,372 shares; 2026Q2: 9,590 shares 9,590 $266K 0.08% +218 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares; 2026Q2: 640 shares 640 $262K 0.08% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $257K 0.08% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $249K 0.08% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,656 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 945 shares 945 $241K 0.07% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 466 shares 466 $240K 0.07% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,650 shares; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $236K 0.07% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 2,091 shares 2,091 $208K 0.06% new Timeline SCHM 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: 1,723 shares; 2024Q4: 5,907 shares; 2025Q1: 4,952 shares; 2025Q2: 4,952 shares; 2025Q3: 4,952 shares; 2025Q4: 4,952 shares; 2026Q1: 5,137 shares; 2026Q2: 5,137 shares 5,137 $189K 0.06% 0 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: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $179K 0.06% 0 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; 2024Q3: 2,352 shares; 2024Q4: 7,056 shares; 2025Q1: 6,241 shares; 2025Q2: 6,241 shares; 2025Q3: 6,241 shares; 2025Q4: 6,241 shares; 2026Q1: 6,241 shares; 2026Q2: 5,591 shares 5,591 $165K 0.05% -650 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: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 1,608 shares 1,608 $130K 0.04% +1,206 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 293 shares; 2026Q2: 293 shares 293 $125K 0.04% 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; 2024Q3: 472 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares; 2025Q4: 1,416 shares; 2026Q1: 3,524 shares; 2026Q2: 3,524 shares 3,524 $123K 0.04% 0 Timeline EEM 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: not reported; 2026Q1: 1,049 shares; 2026Q2: 1,049 shares 1,049 $71.8K 0.02% 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; 2024Q3: 514 shares; 2024Q4: 1,542 shares; 2025Q1: 1,542 shares; 2025Q2: 1,542 shares; 2025Q3: 1,542 shares; 2025Q4: 1,542 shares; 2026Q1: 1,897 shares; 2026Q2: 2,254 shares 2,254 $65.3K 0.02% +357 Timeline RPG 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $57.5K 0.02% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,654 shares; 2024Q4: 1,762 shares; 2025Q1: 1,762 shares; 2025Q2: 1,686 shares; 2025Q3: 834 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 149 shares 149 $15.5K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $14.1K <0.01% 0 Timeline IWN 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: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $12.6K <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; 2024Q3: 196 shares; 2024Q4: 392 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares; 2026Q2: 278 shares 278 $10K <0.01% 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; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 102 shares 102 $8.79K <0.01% +85 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: 721 shares; 2025Q1: 725 shares; 2025Q2: 698 shares; 2025Q3: 416 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $4.58K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558 shares; 2024Q4: 589 shares; 2025Q1: 597 shares; 2025Q2: 582 shares; 2025Q3: 307 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $4.47K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 653 shares; 2024Q4: 696 shares; 2025Q1: 704 shares; 2025Q2: 677 shares; 2025Q3: 383 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $4.26K <0.01% 0 Timeline SCHE 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: 13 shares; 2024Q4: 14 shares; 2025Q1: 15 shares; 2025Q2: 14 shares; 2025Q3: 3 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $73 <0.01% 0 Timeline