IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,423 shares; 2024Q4: not reported; 2025Q1: 51,598 shares; 2025Q2: 51,196 shares; 2025Q3: 51,912 shares; 2025Q4: 53,275 shares; 2026Q1: 53,221 shares; 2026Q2: 53,825 shares 53,825 $40.3M 14.87% +604 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: 312,835 shares; 2024Q4: not reported; 2025Q1: 318,498 shares; 2025Q2: 323,686 shares; 2025Q3: 328,372 shares; 2025Q4: 334,954 shares; 2026Q1: 337,076 shares; 2026Q2: 343,070 shares 343,070 $26.5M 9.76% +5,994 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333,574 shares; 2024Q4: not reported; 2025Q1: 383,646 shares; 2025Q2: 378,769 shares; 2025Q3: 373,723 shares; 2025Q4: 372,130 shares; 2026Q1: 369,189 shares; 2026Q2: 364,728 shares 364,728 $26M 9.59% -4,461 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,087 shares; 2024Q4: not reported; 2025Q1: 366,010 shares; 2025Q2: 342,121 shares; 2025Q3: 324,921 shares; 2025Q4: 307,027 shares; 2026Q1: 287,164 shares; 2026Q2: 284,860 shares 284,860 $16.4M 6.06% -2,304 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: 90,782 shares; 2024Q4: not reported; 2025Q1: 86,542 shares; 2025Q2: 86,542 shares; 2025Q3: 86,326 shares; 2025Q4: 86,231 shares; 2026Q1: 86,423 shares; 2026Q2: 85,559 shares 85,559 $15.8M 5.83% -864 Timeline SPDW 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: 201,554 shares; 2024Q4: not reported; 2025Q1: 202,385 shares; 2025Q2: 200,953 shares; 2025Q3: 203,396 shares; 2025Q4: 203,794 shares; 2026Q1: 198,499 shares; 2026Q2: 196,823 shares 196,823 $9.92M 3.66% -1,676 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: 107,753 shares; 2024Q4: not reported; 2025Q1: 107,728 shares; 2025Q2: 101,995 shares; 2025Q3: 103,105 shares; 2025Q4: 97,930 shares; 2026Q1: 97,021 shares; 2026Q2: 95,203 shares 95,203 $9.89M 3.65% -1,818 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,960 shares; 2024Q4: not reported; 2025Q1: 31,471 shares; 2025Q2: 31,067 shares; 2025Q3: 29,354 shares; 2025Q4: 27,906 shares; 2026Q1: 27,619 shares; 2026Q2: 26,876 shares 26,876 $9.24M 3.41% -743 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,590 shares; 2024Q4: not reported; 2025Q1: 113,947 shares; 2025Q2: 97,361 shares; 2025Q3: 92,887 shares; 2025Q4: 88,995 shares; 2026Q1: 84,419 shares; 2026Q2: 84,531 shares 84,531 $9.1M 3.36% +112 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: 46,628 shares; 2024Q4: not reported; 2025Q1: 45,981 shares; 2025Q2: 45,920 shares; 2025Q3: 46,856 shares; 2025Q4: 47,783 shares; 2026Q1: 47,852 shares; 2026Q2: 47,749 shares 47,749 $7.08M 2.61% -103 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: 8,718 shares; 2024Q4: not reported; 2025Q1: 8,968 shares; 2025Q2: 8,939 shares; 2025Q3: 9,190 shares; 2025Q4: 9,060 shares; 2026Q1: 9,057 shares; 2026Q2: 8,968 shares 8,968 $6.7M 2.47% -89 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: 70,149 shares; 2024Q4: not reported; 2025Q1: 69,076 shares; 2025Q2: 67,807 shares; 2025Q3: 65,761 shares; 2025Q4: 61,837 shares; 2026Q1: 61,929 shares; 2026Q2: 60,571 shares 60,571 $6.68M 2.47% -1,358 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: 17,489 shares; 2024Q4: not reported; 2025Q1: 18,389 shares; 2025Q2: 18,230 shares; 2025Q3: 18,414 shares; 2025Q4: 18,687 shares; 2026Q1: 18,795 shares; 2026Q2: 75,582 shares 75,582 $6.09M 2.25% +56,787 Timeline RWO 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: 100,647 shares; 2024Q4: not reported; 2025Q1: 115,081 shares; 2025Q2: 115,241 shares; 2025Q3: 117,000 shares; 2025Q4: 118,291 shares; 2026Q1: 117,813 shares; 2026Q2: 116,451 shares 116,451 $5.79M 2.14% -1,362 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: 97,213 shares; 2024Q4: not reported; 2025Q1: 111,865 shares; 2025Q2: 104,704 shares; 2025Q3: 93,356 shares; 2025Q4: 79,899 shares; 2026Q1: 77,096 shares; 2026Q2: 74,155 shares 74,155 $4.43M 1.63% -2,941 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: 10,028 shares; 2024Q4: not reported; 2025Q1: 11,552 shares; 2025Q2: 11,573 shares; 2025Q3: 11,573 shares; 2025Q4: 11,621 shares; 2026Q1: 11,628 shares; 2026Q2: 11,664 shares 11,664 $4.3M 1.59% +36 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: 11,275 shares; 2024Q4: not reported; 2025Q1: 12,968 shares; 2025Q2: 13,214 shares; 2025Q3: 13,536 shares; 2025Q4: 13,656 shares; 2026Q1: 13,786 shares; 2026Q2: 13,684 shares 13,684 $3.96M 1.46% -102 Timeline SPSB 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: 115,811 shares; 2024Q4: not reported; 2025Q1: 115,782 shares; 2025Q2: 127,698 shares; 2025Q3: 128,243 shares; 2025Q4: 129,791 shares; 2026Q1: 128,444 shares; 2026Q2: 130,628 shares 130,628 $3.92M 1.45% +2,184 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: 11,849 shares; 2024Q4: not reported; 2025Q1: 13,408 shares; 2025Q2: 13,203 shares; 2025Q3: 13,711 shares; 2025Q4: 13,074 shares; 2026Q1: 13,110 shares; 2026Q2: 12,928 shares 12,928 $3.92M 1.45% -182 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,303 shares; 2024Q4: not reported; 2025Q1: 52,540 shares; 2025Q2: 57,751 shares; 2025Q3: 63,956 shares; 2025Q4: 68,723 shares; 2026Q1: 72,149 shares; 2026Q2: 75,394 shares 75,394 $3.81M 1.41% +3,245 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: 9,794 shares; 2024Q4: not reported; 2025Q1: 9,794 shares; 2025Q2: 9,794 shares; 2025Q3: 9,836 shares; 2025Q4: 10,346 shares; 2026Q1: 10,346 shares; 2026Q2: 10,370 shares 10,370 $3.66M 1.35% +24 Timeline SPAB 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: 93,644 shares; 2024Q4: not reported; 2025Q1: 107,743 shares; 2025Q2: 106,843 shares; 2025Q3: 96,606 shares; 2025Q4: 100,590 shares; 2026Q1: 100,214 shares; 2026Q2: 99,567 shares 99,567 $2.54M 0.94% -647 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: 5,138 shares; 2024Q4: not reported; 2025Q1: 4,636 shares; 2025Q2: 4,617 shares; 2025Q3: 4,617 shares; 2025Q4: 4,493 shares; 2026Q1: 4,482 shares; 2026Q2: 25,975 shares 25,975 $2.24M 0.83% +21,493 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,208 shares; 2024Q4: not reported; 2025Q1: 20,106 shares; 2025Q2: 20,106 shares; 2025Q3: 20,106 shares; 2025Q4: 20,106 shares; 2026Q1: 20,106 shares; 2026Q2: 20,106 shares 20,106 $2.01M 0.74% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,395 shares; 2024Q4: not reported; 2025Q1: 7,343 shares; 2025Q2: 7,816 shares; 2025Q3: 7,814 shares; 2025Q4: 7,992 shares; 2026Q1: 8,546 shares; 2026Q2: 8,391 shares 8,391 $2M 0.74% -155 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: 4,971 shares; 2024Q4: not reported; 2025Q1: 5,041 shares; 2025Q2: 5,041 shares; 2025Q3: 5,064 shares; 2025Q4: 5,359 shares; 2026Q1: 5,336 shares; 2026Q2: 4,961 shares 4,961 $1.77M 0.65% -375 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,613 shares; 2024Q4: not reported; 2025Q1: 31,158 shares; 2025Q2: 31,158 shares; 2025Q3: 31,158 shares; 2025Q4: 31,158 shares; 2026Q1: 31,158 shares; 2026Q2: 31,158 shares 31,158 $1.7M 0.63% 0 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: 19,076 shares; 2024Q4: not reported; 2025Q1: 18,963 shares; 2025Q2: 18,963 shares; 2025Q3: 18,842 shares; 2025Q4: 18,354 shares; 2026Q1: 17,994 shares; 2026Q2: 17,911 shares 17,911 $1.57M 0.58% -83 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,978 shares; 2024Q4: not reported; 2025Q1: 7,978 shares; 2025Q2: 7,978 shares; 2025Q3: 7,978 shares; 2025Q4: 7,978 shares; 2026Q1: 8,953 shares; 2026Q2: 9,260 shares 9,260 $1.52M 0.56% +307 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: 6,340 shares; 2024Q4: not reported; 2025Q1: 5,812 shares; 2025Q2: 7,244 shares; 2025Q3: 7,463 shares; 2025Q4: 7,505 shares; 2026Q1: 7,303 shares; 2026Q2: 7,173 shares 7,173 $1.44M 0.53% -130 Timeline SPSM 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: 28,934 shares; 2024Q4: not reported; 2025Q1: 27,326 shares; 2025Q2: 26,905 shares; 2025Q3: 25,967 shares; 2025Q4: 25,488 shares; 2026Q1: 25,011 shares; 2026Q2: 23,502 shares 23,502 $1.36M 0.5% -1,509 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,270 shares; 2024Q4: not reported; 2025Q1: 8,300 shares; 2025Q2: 8,461 shares; 2025Q3: 8,461 shares; 2025Q4: 8,372 shares; 2026Q1: 8,372 shares; 2026Q2: 8,370 shares 8,370 $1.31M 0.48% -2 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,510 shares; 2024Q4: not reported; 2025Q1: 9,178 shares; 2025Q2: 9,104 shares; 2025Q3: 9,104 shares; 2025Q4: 8,687 shares; 2026Q1: 8,767 shares; 2026Q2: 8,659 shares 8,659 $1.27M 0.47% -108 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: 3,715 shares; 2024Q4: not reported; 2025Q1: 3,784 shares; 2025Q2: 3,876 shares; 2025Q3: 3,955 shares; 2025Q4: 4,030 shares; 2026Q1: 4,049 shares; 2026Q2: 4,041 shares 4,041 $1.21M 0.45% -8 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: 27,999 shares; 2024Q4: not reported; 2025Q1: 26,985 shares; 2025Q2: 26,922 shares; 2025Q3: 20,154 shares; 2025Q4: 19,765 shares; 2026Q1: 19,379 shares; 2026Q2: 17,526 shares 17,526 $1.2M 0.44% -1,853 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,167 shares; 2024Q4: not reported; 2025Q1: 18,214 shares; 2025Q2: 16,100 shares; 2025Q3: 12,910 shares; 2025Q4: 10,973 shares; 2026Q1: 10,833 shares; 2026Q2: 10,833 shares 10,833 $1.15M 0.43% 0 Timeline SRE SEMPRA More: the full row for SEMPRA 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: 23,939 shares; 2026Q2: 11,891 shares 11,891 $1.1M 0.41% -12,048 Timeline SPMD 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: 16,469 shares; 2024Q4: not reported; 2025Q1: 16,112 shares; 2025Q2: 16,115 shares; 2025Q3: 16,367 shares; 2025Q4: 16,400 shares; 2026Q1: 16,376 shares; 2026Q2: 16,095 shares 16,095 $1.09M 0.4% -281 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,793 shares; 2024Q4: not reported; 2025Q1: 9,070 shares; 2025Q2: 9,070 shares; 2025Q3: 9,070 shares; 2025Q4: 9,070 shares; 2026Q1: 10,251 shares; 2026Q2: 10,359 shares 10,359 $1.07M 0.39% +108 Timeline SPYG 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: 11,016 shares; 2024Q4: not reported; 2025Q1: 10,961 shares; 2025Q2: 10,961 shares; 2025Q3: 8,861 shares; 2025Q4: 8,861 shares; 2026Q1: 8,861 shares; 2026Q2: 8,861 shares 8,861 $1.05M 0.39% 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: 23,607 shares; 2024Q4: not reported; 2025Q1: 24,890 shares; 2025Q2: 24,447 shares; 2025Q3: 22,587 shares; 2025Q4: 20,358 shares; 2026Q1: 19,263 shares; 2026Q2: 18,497 shares 18,497 $958K 0.35% -766 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: 1,985 shares; 2024Q4: not reported; 2025Q1: 2,136 shares; 2025Q2: 2,401 shares; 2025Q3: 2,442 shares; 2025Q4: 2,442 shares; 2026Q1: 2,442 shares; 2026Q2: 2,442 shares 2,442 $911K 0.34% 0 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: 7,670 shares; 2024Q4: not reported; 2025Q1: 8,093 shares; 2025Q2: 8,675 shares; 2025Q3: 8,564 shares; 2025Q4: 7,507 shares; 2026Q1: 8,889 shares; 2026Q2: 9,013 shares 9,013 $892K 0.33% +124 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: 1,237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,496 shares; 2025Q3: 1,503 shares; 2025Q4: 1,503 shares; 2026Q1: 1,503 shares; 2026Q2: 1,496 shares 1,496 $869K 0.32% -7 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: 7,187 shares; 2024Q4: not reported; 2025Q1: 7,761 shares; 2025Q2: 7,664 shares; 2025Q3: 7,664 shares; 2025Q4: 7,717 shares; 2026Q1: 8,313 shares; 2026Q2: 8,445 shares 8,445 $824K 0.3% +132 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: 15,412 shares; 2024Q4: not reported; 2025Q1: 12,244 shares; 2025Q2: 12,088 shares; 2025Q3: 11,336 shares; 2025Q4: 10,401 shares; 2026Q1: 10,407 shares; 2026Q2: 10,311 shares 10,311 $815K 0.3% -96 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: 2,270 shares; 2024Q4: not reported; 2025Q1: 2,224 shares; 2025Q2: 2,224 shares; 2025Q3: 2,224 shares; 2025Q4: 2,224 shares; 2026Q1: 2,224 shares; 2026Q2: 2,205 shares 2,205 $806K 0.3% -19 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: 1,630 shares; 2024Q4: not reported; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,570 shares; 2026Q2: 6,280 shares 6,280 $780K 0.29% +4,710 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: 678 shares; 2024Q4: not reported; 2025Q1: 679 shares; 2025Q2: 716 shares; 2025Q3: 718 shares; 2025Q4: 716 shares; 2026Q1: 716 shares; 2026Q2: 716 shares 716 $669K 0.25% 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: 1,226 shares; 2024Q4: not reported; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 1,184 shares; 2025Q4: 1,173 shares; 2026Q1: 1,321 shares; 2026Q2: 1,321 shares 1,321 $661K 0.24% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,794 shares; 2024Q4: not reported; 2025Q1: 9,794 shares; 2025Q2: 9,794 shares; 2025Q3: 9,794 shares; 2025Q4: 9,794 shares; 2026Q1: 12,744 shares; 2026Q2: 13,495 shares 13,495 $640K 0.24% +751 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: 2,759 shares; 2024Q4: not reported; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,874 shares; 2026Q1: 3,645 shares; 2026Q2: 4,069 shares 4,069 $639K 0.24% +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: 8,263 shares; 2024Q4: not reported; 2025Q1: 11,997 shares; 2025Q2: 11,997 shares; 2025Q3: 13,689 shares; 2025Q4: 14,767 shares; 2026Q1: 18,139 shares; 2026Q2: 18,139 shares 18,139 $604K 0.22% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: not reported; 2025Q1: 744 shares; 2025Q2: 793 shares; 2025Q3: 805 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares; 2026Q2: 1,055 shares 1,055 $594K 0.22% 0 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: 7,502 shares; 2024Q4: not reported; 2025Q1: 8,230 shares; 2025Q2: 8,082 shares; 2025Q3: 7,971 shares; 2025Q4: 7,984 shares; 2026Q1: 8,099 shares; 2026Q2: 8,107 shares 8,107 $563K 0.21% +8 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,575 shares; 2024Q4: not reported; 2025Q1: 5,225 shares; 2025Q2: 5,225 shares; 2025Q3: 10,058 shares; 2025Q4: 7,656 shares; 2026Q1: 7,580 shares; 2026Q2: 5,141 shares 5,141 $543K 0.2% -2,439 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR 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: 499 shares; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 499 shares 499 $531K 0.2% 0 Timeline MDYV 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: 6,443 shares; 2024Q4: not reported; 2025Q1: 5,892 shares; 2025Q2: 5,841 shares; 2025Q3: 5,635 shares; 2025Q4: 5,635 shares; 2026Q1: 5,604 shares; 2026Q2: 5,213 shares 5,213 $494K 0.18% -391 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,540 shares; 2024Q4: not reported; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,540 shares; 2025Q4: 6,540 shares; 2026Q1: 6,540 shares; 2026Q2: 7,038 shares 7,038 $474K 0.17% +498 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,170 shares; 2024Q4: not reported; 2025Q1: 6,170 shares; 2025Q2: 6,170 shares; 2025Q3: 7,015 shares; 2025Q4: 7,015 shares; 2026Q1: 7,488 shares; 2026Q2: 7,741 shares 7,741 $433K 0.16% +253 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: 949 shares; 2024Q4: not reported; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,225 shares; 2025Q4: 1,075 shares; 2026Q1: 1,302 shares; 2026Q2: 1,088 shares 1,088 $403K 0.15% -214 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,010 shares; 2024Q4: not reported; 2025Q1: 1,978 shares; 2025Q2: 1,978 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares; 2026Q1: 1,992 shares; 2026Q2: 1,992 shares 1,992 $388K 0.14% 0 Timeline SPTM 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: 3,955 shares; 2024Q4: not reported; 2025Q1: 4,149 shares; 2025Q2: 4,149 shares; 2025Q3: 3,890 shares; 2025Q4: 3,890 shares; 2026Q1: 3,913 shares; 2026Q2: 3,913 shares 3,913 $355K 0.13% 0 Timeline SLYG 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: 2,826 shares; 2024Q4: not reported; 2025Q1: 2,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares; 2026Q1: 2,805 shares; 2026Q2: 2,805 shares 2,805 $334K 0.12% 0 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: 949 shares; 2024Q4: not reported; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 955 shares; 2025Q4: 949 shares; 2026Q1: 949 shares; 2026Q2: 949 shares 949 $326K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $299K 0.11% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,560 shares; 2024Q4: not reported; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,563 shares; 2025Q4: 2,563 shares; 2026Q1: 2,310 shares; 2026Q2: 2,310 shares 2,310 $287K 0.11% 0 Timeline SLYV 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: 2,489 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,489 shares; 2025Q4: 2,489 shares; 2026Q1: 2,489 shares; 2026Q2: 2,489 shares 2,489 $272K 0.1% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,917 shares; 2024Q4: not reported; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,674 shares; 2026Q2: 1,422 shares 1,422 $263K 0.1% -252 Timeline MGK 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: not reported; 2025Q1: not reported; 2025Q2: 595 shares; 2025Q3: 597 shares; 2025Q4: 597 shares; 2026Q1: 597 shares; 2026Q2: 2,985 shares 2,985 $262K 0.1% +2,388 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: 3,951 shares; 2024Q4: not reported; 2025Q1: 3,763 shares; 2025Q2: 3,763 shares; 2025Q3: 3,563 shares; 2025Q4: 2,003 shares; 2026Q1: 573 shares; 2026Q2: 571 shares 571 $240K 0.09% -2 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,459 shares; 2024Q4: not reported; 2025Q1: 2,459 shares; 2025Q2: 2,459 shares; 2025Q3: 2,459 shares; 2025Q4: 2,459 shares; 2026Q1: 2,459 shares; 2026Q2: 2,459 shares 2,459 $237K 0.09% 0 Timeline DFAX 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: 8,786 shares; 2024Q4: not reported; 2025Q1: 8,786 shares; 2025Q2: 8,786 shares; 2025Q3: 8,786 shares; 2025Q4: not reported; 2026Q1: 6,087 shares; 2026Q2: 6,087 shares 6,087 $224K 0.08% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 587 shares 587 $222K 0.08% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,643 shares; 2024Q4: not reported; 2025Q1: 3,643 shares; 2025Q2: 3,276 shares; 2025Q3: 3,276 shares; 2025Q4: not reported; 2026Q1: 3,276 shares; 2026Q2: 3,276 shares 3,276 $222K 0.08% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111 shares 111 $221K 0.08% new 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: 227 shares 227 $219K 0.08% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,755 shares 3,755 $205K 0.08% new Timeline LGCY LEGACY ED INC More: the full row for LEGACY ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 11,150 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: not reported; 2026Q2: 13,180 shares 13,180 $155K 0.06% new Timeline SOXS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 19,250 shares 19,250 $62.4K 0.02% new Timeline OGCP EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,737 shares; 2024Q4: not reported; 2025Q1: 10,737 shares; 2025Q2: 10,737 shares; 2025Q3: 10,737 shares; 2025Q4: 10,737 shares; 2026Q1: 10,737 shares; 2026Q2: 10,737 shares 10,737 $51K 0.02% 0 Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,000 shares; 2024Q4: not reported; 2025Q1: 50,000 shares; 2025Q2: 61,200 shares; 2025Q3: 61,200 shares; 2025Q4: 61,433 shares; 2026Q1: 64,433 shares; 2026Q2: 10,000 shares 10,000 $23.3K 0.01% -54,433 Timeline VEEA VEEA INC More: the full row for VEEA 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: 39,205 shares; 2025Q4: 39,205 shares; 2026Q1: 39,205 shares; 2026Q2: 39,205 shares 39,205 $9.25K <0.01% 0 Timeline