MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,624 shares; 2025Q1: 59,954 shares; 2025Q2: 63,753 shares; 2025Q3: 74,064 shares; 2025Q4: 100,075 shares; 2026Q1: 117,715 shares; 2026Q2: 132,385 shares; 2026Q3: 154,836 shares 154,836 $24.9M 7.99% +22,451 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,316 shares; 2025Q1: 16,223 shares; 2025Q2: 17,420 shares; 2025Q3: 19,880 shares; 2025Q4: 25,075 shares; 2026Q1: 26,593 shares; 2026Q2: 28,589 shares; 2026Q3: 33,361 shares 33,361 $24.7M 7.9% +4,772 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,399 shares; 2025Q1: 29,028 shares; 2025Q2: 30,617 shares; 2025Q3: 35,013 shares; 2025Q4: 38,646 shares; 2026Q1: 39,756 shares; 2026Q2: 40,701 shares; 2026Q3: 43,362 shares 43,362 $16.2M 5.2% +2,661 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,282 shares; 2025Q1: 27,424 shares; 2025Q2: 27,230 shares; 2025Q3: 27,025 shares; 2025Q4: 58,078 shares; 2026Q1: 65,301 shares; 2026Q2: 70,786 shares; 2026Q3: 82,885 shares 82,885 $16.2M 5.2% +12,099 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,588 shares; 2025Q1: 51,193 shares; 2025Q2: 56,362 shares; 2025Q3: 57,360 shares; 2025Q4: 62,497 shares; 2026Q1: 68,736 shares; 2026Q2: 75,669 shares; 2026Q3: 91,073 shares 91,073 $15.3M 4.91% +15,404 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; 2024Q4: 62,821 shares; 2025Q1: 58,240 shares; 2025Q2: 66,795 shares; 2025Q3: 92,897 shares; 2025Q4: 131,758 shares; 2026Q1: 157,835 shares; 2026Q2: 188,974 shares; 2026Q3: 209,810 shares 209,810 $14.8M 4.75% +20,836 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; 2024Q4: 1,097 shares; 2025Q1: 1,905 shares; 2025Q2: 2,857 shares; 2025Q3: 8,663 shares; 2025Q4: 14,580 shares; 2026Q1: 18,769 shares; 2026Q2: 18,337 shares; 2026Q3: 22,543 shares 22,543 $13.7M 4.4% +4,206 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,265 shares; 2025Q1: 26,065 shares; 2025Q2: 25,227 shares; 2025Q3: 23,738 shares; 2025Q4: 21,580 shares; 2026Q1: 20,454 shares; 2026Q2: 19,798 shares; 2026Q3: 18,851 shares 18,851 $13.2M 4.23% -947 Timeline SPMO 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,918 shares; 2025Q3: 41,072 shares; 2025Q4: 59,349 shares; 2026Q1: 60,910 shares; 2026Q2: 62,980 shares; 2026Q3: 79,206 shares 79,206 $12M 3.85% +16,226 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 604 shares; 2026Q3: 19,091 shares 19,091 $11.7M 3.74% +18,487 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,926 shares; 2025Q1: 4,488 shares; 2025Q2: 5,480 shares; 2025Q3: 17,421 shares; 2025Q4: 31,215 shares; 2026Q1: 43,042 shares; 2026Q2: 59,748 shares; 2026Q3: 74,207 shares 74,207 $11.5M 3.68% +14,459 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; 2024Q4: 59,650 shares; 2025Q1: 59,524 shares; 2025Q2: 65,798 shares; 2025Q3: 78,015 shares; 2025Q4: 109,433 shares; 2026Q1: 132,127 shares; 2026Q2: 162,264 shares; 2026Q3: 189,104 shares 189,104 $11.2M 3.59% +26,840 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 179,509 shares; 2025Q1: 183,045 shares; 2025Q2: 174,571 shares; 2025Q3: 163,530 shares; 2025Q4: 146,049 shares; 2026Q1: 139,916 shares; 2026Q2: 134,403 shares; 2026Q3: 128,977 shares 128,977 $9.28M 2.97% -5,426 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,707 shares; 2025Q1: 89,886 shares; 2025Q2: 85,939 shares; 2025Q3: 80,429 shares; 2025Q4: 71,585 shares; 2026Q1: 68,447 shares; 2026Q2: 65,753 shares; 2026Q3: 62,822 shares 62,822 $8.55M 2.74% -2,931 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 204,572 shares; 2025Q1: 214,521 shares; 2025Q2: 223,139 shares; 2025Q3: 223,897 shares; 2025Q4: 235,323 shares; 2026Q1: 245,336 shares; 2026Q2: 248,097 shares; 2026Q3: 274,718 shares 274,718 $7.73M 2.47% +26,621 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206,107 shares; 2025Q1: 219,403 shares; 2025Q2: 227,053 shares; 2025Q3: 227,152 shares; 2025Q4: 238,502 shares; 2026Q1: 249,018 shares; 2026Q2: 253,682 shares; 2026Q3: 281,682 shares 281,682 $7.5M 2.4% +28,000 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,648 shares; 2025Q1: 3,837 shares; 2025Q2: 3,475 shares; 2025Q3: 3,413 shares; 2025Q4: 7,179 shares; 2026Q1: 8,880 shares; 2026Q2: 9,031 shares; 2026Q3: 20,974 shares 20,974 $6.98M 2.24% +11,943 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,606 shares; 2025Q1: 16,118 shares; 2025Q2: not reported; 2025Q3: 9,897 shares; 2025Q4: 8,635 shares; 2026Q1: 7,799 shares; 2026Q2: 7,739 shares; 2026Q3: 6,795 shares 6,795 $5.2M 1.67% -944 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,585 shares; 2025Q1: 6,387 shares; 2025Q2: 6,450 shares; 2025Q3: 6,698 shares; 2025Q4: 10,421 shares; 2026Q1: 12,050 shares; 2026Q2: 13,163 shares; 2026Q3: 22,007 shares 22,007 $5.03M 1.61% +8,844 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; 2024Q4: 195,989 shares; 2025Q1: 193,066 shares; 2025Q2: not reported; 2025Q3: 140,392 shares; 2025Q4: 118,533 shares; 2026Q1: 105,860 shares; 2026Q2: 97,542 shares; 2026Q3: 89,535 shares 89,535 $4.73M 1.52% -8,007 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; 2024Q4: 165,091 shares; 2025Q1: 161,635 shares; 2025Q2: not reported; 2025Q3: 110,372 shares; 2025Q4: 94,297 shares; 2026Q1: 84,443 shares; 2026Q2: 79,477 shares; 2026Q3: 71,981 shares 71,981 $4.54M 1.45% -7,496 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,627 shares; 2025Q1: 34,846 shares; 2025Q2: 35,313 shares; 2025Q3: 42,110 shares; 2025Q4: 98,313 shares; 2026Q1: 106,973 shares; 2026Q2: 112,569 shares; 2026Q3: 121,205 shares 121,205 $4.24M 1.36% +8,636 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,151 shares; 2025Q1: 9,104 shares; 2025Q2: 8,321 shares; 2025Q3: 8,328 shares; 2025Q4: 8,548 shares; 2026Q1: 7,793 shares; 2026Q2: 31,198 shares; 2026Q3: 31,226 shares 31,226 $3.91M 1.25% +28 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,650 shares; 2025Q1: 2,628 shares; 2025Q2: 2,644 shares; 2025Q3: 2,818 shares; 2025Q4: 4,216 shares; 2026Q1: 6,005 shares; 2026Q2: 30,762 shares; 2026Q3: 43,018 shares 43,018 $3.37M 1.08% +12,256 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,007 shares; 2025Q1: 2,848 shares; 2025Q2: 2,648 shares; 2025Q3: 2,865 shares; 2025Q4: 4,494 shares; 2026Q1: 6,454 shares; 2026Q2: 8,293 shares; 2026Q3: 11,787 shares 11,787 $3.35M 1.07% +3,494 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,504 shares; 2025Q1: 20,504 shares; 2025Q2: 20,504 shares; 2025Q3: 20,504 shares; 2025Q4: 18,104 shares; 2026Q1: 18,104 shares; 2026Q2: 18,104 shares; 2026Q3: 16,639 shares 16,639 $2.98M 0.96% -1,465 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,800 shares; 2025Q1: 4,815 shares; 2025Q2: 4,838 shares; 2025Q3: 4,771 shares; 2025Q4: 5,788 shares; 2026Q1: 5,656 shares; 2026Q2: 5,688 shares; 2026Q3: 5,698 shares 5,698 $2.9M 0.93% +10 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,985 shares; 2025Q1: 5,173 shares; 2025Q2: 5,027 shares; 2025Q3: 5,195 shares; 2025Q4: 6,319 shares; 2026Q1: 7,272 shares; 2026Q2: 7,707 shares; 2026Q3: 8,377 shares 8,377 $2.88M 0.92% +670 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,430 shares; 2025Q1: 3,848 shares; 2025Q2: 3,409 shares; 2025Q3: 3,465 shares; 2025Q4: 4,751 shares; 2026Q1: 5,369 shares; 2026Q2: 5,717 shares; 2026Q3: 5,620 shares 5,620 $2.88M 0.92% -97 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,838 shares; 2026Q1: 13,580 shares; 2026Q2: 18,853 shares; 2026Q3: 32,699 shares 32,699 $2.55M 0.82% +13,846 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,228 shares; 2025Q1: 5,990 shares; 2025Q2: 5,597 shares; 2025Q3: 5,687 shares; 2025Q4: 7,753 shares; 2026Q1: 8,710 shares; 2026Q2: 9,383 shares; 2026Q3: 9,732 shares 9,732 $2.42M 0.78% +349 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; 2024Q4: 34,937 shares; 2025Q1: 33,017 shares; 2025Q2: 32,695 shares; 2025Q3: 34,524 shares; 2025Q4: 37,493 shares; 2026Q1: 39,657 shares; 2026Q2: 42,248 shares; 2026Q3: 43,214 shares 43,214 $2.05M 0.66% +966 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,713 shares; 2025Q3: 4,500 shares; 2025Q4: 6,998 shares; 2026Q1: 9,319 shares; 2026Q2: 11,125 shares; 2026Q3: 15,633 shares 15,633 $1.98M 0.63% +4,508 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,915 shares; 2025Q1: not reported; 2025Q2: 3,615 shares; 2025Q3: 4,399 shares; 2025Q4: 6,868 shares; 2026Q1: 9,203 shares; 2026Q2: 11,072 shares; 2026Q3: 15,926 shares 15,926 $1.94M 0.62% +4,854 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,251 shares; 2025Q1: 13,291 shares; 2025Q2: 13,423 shares; 2025Q3: 13,423 shares; 2025Q4: 13,635 shares; 2026Q1: 13,652 shares; 2026Q2: 13,742 shares; 2026Q3: 13,742 shares 13,742 $1.65M 0.53% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,068 shares; 2025Q1: 981 shares; 2025Q2: 1,000 shares; 2025Q3: 995 shares; 2025Q4: 1,976 shares; 2026Q1: 3,105 shares; 2026Q2: 3,600 shares; 2026Q3: 4,116 shares 4,116 $1.46M 0.47% +516 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,113 shares; 2025Q1: 1,099 shares; 2025Q2: 1,132 shares; 2025Q3: 1,227 shares; 2025Q4: 1,316 shares; 2026Q1: 1,360 shares; 2026Q2: 1,456 shares; 2026Q3: 1,527 shares 1,527 $1.39M 0.45% +71 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,117 shares; 2025Q1: 4,103 shares; 2025Q2: 4,141 shares; 2025Q3: 3,939 shares; 2025Q4: 4,416 shares; 2026Q1: 4,294 shares; 2026Q2: 4,775 shares; 2026Q3: 4,744 shares 4,744 $1.26M 0.4% -31 Timeline IDMO 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,065 shares; 2025Q4: 18,176 shares; 2026Q1: 19,630 shares; 2026Q2: 19,945 shares; 2026Q3: 20,406 shares 20,406 $1.25M 0.4% +461 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 37,228 shares 37,228 $1.21M 0.39% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,251 shares; 2025Q1: 4,282 shares; 2025Q2: 4,282 shares; 2025Q3: 4,282 shares; 2025Q4: 4,292 shares; 2026Q1: 4,306 shares; 2026Q2: 4,306 shares; 2026Q3: 4,306 shares 4,306 $1.2M 0.38% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,867 shares; 2026Q1: 7,690 shares; 2026Q2: 9,284 shares; 2026Q3: 6,321 shares 6,321 $1.18M 0.38% -2,963 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,671 shares; 2025Q1: 3,694 shares; 2025Q2: 3,841 shares; 2025Q3: 4,103 shares; 2025Q4: 4,116 shares; 2026Q1: 4,076 shares; 2026Q2: 4,031 shares; 2026Q3: 3,243 shares 3,243 $1.14M 0.37% -788 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 1,082 shares; 2026Q1: 1,666 shares; 2026Q2: 1,675 shares; 2026Q3: 3,027 shares 3,027 $1.06M 0.34% +1,352 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,643 shares; 2025Q4: 2,363 shares; 2026Q1: 2,604 shares; 2026Q2: 2,528 shares; 2026Q3: 2,484 shares 2,484 $987K 0.32% -44 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 852 shares; 2025Q2: 1,060 shares; 2025Q3: 1,233 shares; 2025Q4: 2,199 shares; 2026Q1: 2,287 shares; 2026Q2: 2,713 shares; 2026Q3: 2,946 shares 2,946 $975K 0.31% +233 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 448 shares; 2025Q1: 474 shares; 2025Q2: 488 shares; 2025Q3: 544 shares; 2025Q4: 833 shares; 2026Q1: 1,076 shares; 2026Q2: 1,258 shares; 2026Q3: 1,335 shares 1,335 $968K 0.31% +77 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,404 shares; 2025Q1: 5,465 shares; 2025Q2: 5,631 shares; 2025Q3: 5,667 shares; 2025Q4: 5,703 shares; 2026Q1: 5,696 shares; 2026Q2: 4,958 shares; 2026Q3: 4,942 shares 4,942 $733K 0.23% -16 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,069 shares 1,069 $722K 0.23% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 286 shares; 2026Q3: 672 shares 672 $716K 0.23% +386 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; 2024Q4: 18,014 shares; 2025Q1: 18,014 shares; 2025Q2: 18,133 shares; 2025Q3: 18,210 shares; 2025Q4: 18,290 shares; 2026Q1: 18,336 shares; 2026Q2: 18,390 shares; 2026Q3: 18,459 shares 18,459 $628K 0.2% +69 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,257 shares; 2025Q1: 1,143 shares; 2025Q2: 1,069 shares; 2025Q3: 1,071 shares; 2025Q4: 1,158 shares; 2026Q1: 1,166 shares; 2026Q2: 6,736 shares; 2026Q3: 6,800 shares 6,800 $613K 0.2% +64 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,140 shares; 2025Q1: 1,158 shares; 2025Q2: 1,160 shares; 2025Q3: 1,206 shares; 2025Q4: 1,214 shares; 2026Q1: 1,236 shares; 2026Q2: 1,258 shares; 2026Q3: 1,262 shares 1,262 $610K 0.2% +4 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 300 shares 300 $523K 0.17% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,101 shares 5,101 $514K 0.16% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,842 shares; 2025Q2: 15,004 shares; 2025Q3: 17,552 shares; 2025Q4: 19,953 shares; 2026Q1: 20,267 shares; 2026Q2: 20,063 shares; 2026Q3: 19,760 shares 19,760 $504K 0.16% -303 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,254 shares; 2026Q1: 1,960 shares; 2026Q2: 2,327 shares; 2026Q3: 2,610 shares 2,610 $485K 0.16% +283 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,566 shares; 2026Q1: 6,127 shares; 2026Q2: 6,125 shares; 2026Q3: 6,137 shares 6,137 $473K 0.15% +12 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,047 shares; 2026Q1: 1,130 shares; 2026Q2: 1,377 shares; 2026Q3: 1,375 shares 1,375 $468K 0.15% -2 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 443 shares; 2025Q3: 458 shares; 2025Q4: 513 shares; 2026Q1: 509 shares; 2026Q2: 569 shares; 2026Q3: 570 shares 570 $434K 0.14% +1 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 695 shares; 2025Q1: 719 shares; 2025Q2: 729 shares; 2025Q3: 835 shares; 2025Q4: 1,074 shares; 2026Q1: 1,090 shares; 2026Q2: 1,056 shares; 2026Q3: 1,138 shares 1,138 $409K 0.13% +82 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,701 shares 2,701 $407K 0.13% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 403 shares; 2026Q3: 426 shares 426 $407K 0.13% +23 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,883 shares; 2025Q1: 1,558 shares; 2025Q2: 965 shares; 2025Q3: 974 shares; 2025Q4: 2,147 shares; 2026Q1: 2,327 shares; 2026Q2: 2,796 shares; 2026Q3: 2,684 shares 2,684 $369K 0.12% -112 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,007 shares; 2025Q2: 10,730 shares; 2025Q3: 9,473 shares; 2025Q4: 18,233 shares; 2026Q1: 11,930 shares; 2026Q2: 8,159 shares; 2026Q3: 7,538 shares 7,538 $367K 0.12% -621 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,626 shares; 2025Q4: 1,799 shares; 2026Q1: 1,908 shares; 2026Q2: 1,770 shares; 2026Q3: 1,775 shares 1,775 $362K 0.12% +5 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,191 shares; 2026Q1: 2,403 shares; 2026Q2: 2,148 shares; 2026Q3: 2,156 shares 2,156 $351K 0.11% +8 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 399 shares; 2026Q2: 333 shares; 2026Q3: 409 shares 409 $332K 0.11% +76 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 608 shares; 2026Q3: 708 shares 708 $323K 0.1% +100 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,098 shares; 2025Q2: 1,099 shares; 2025Q3: 1,100 shares; 2025Q4: 1,184 shares; 2026Q1: 1,197 shares; 2026Q2: 1,185 shares; 2026Q3: 1,187 shares 1,187 $323K 0.1% +2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,601 shares 3,601 $306K 0.1% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,243 shares; 2025Q1: 4,271 shares; 2025Q2: 4,482 shares; 2025Q3: 4,300 shares; 2025Q4: 3,912 shares; 2026Q1: 2,193 shares; 2026Q2: 653 shares; 2026Q3: 577 shares 577 $287K 0.09% -76 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,440 shares; 2025Q1: 2,470 shares; 2025Q2: 2,482 shares; 2025Q3: 2,358 shares; 2025Q4: 2,378 shares; 2026Q1: 2,472 shares; 2026Q2: 1,876 shares; 2026Q3: 1,886 shares 1,886 $274K 0.09% +10 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,710 shares; 2025Q1: 1,022 shares; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: not reported; 2026Q2: 734 shares; 2026Q3: 782 shares 782 $244K 0.08% +48 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 429 shares; 2026Q3: 429 shares 429 $244K 0.08% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 261 shares; 2026Q2: 200 shares; 2026Q3: 247 shares 247 $235K 0.08% +47 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 574 shares; 2025Q4: 684 shares; 2026Q1: 581 shares; 2026Q2: 582 shares; 2026Q3: 582 shares 582 $222K 0.07% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 830 shares; 2025Q1: 811 shares; 2025Q2: 815 shares; 2025Q3: 998 shares; 2025Q4: 1,187 shares; 2026Q1: 1,200 shares; 2026Q2: 1,042 shares; 2026Q3: 936 shares 936 $216K 0.07% -106 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,231 shares; 2026Q1: 2,241 shares; 2026Q2: 2,255 shares; 2026Q3: 2,270 shares 2,270 $214K 0.07% +15 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,690 shares; 2025Q1: not reported; 2025Q2: 2,692 shares; 2025Q3: 2,693 shares; 2025Q4: 2,694 shares; 2026Q1: 3,410 shares; 2026Q2: 2,695 shares; 2026Q3: 2,696 shares 2,696 $210K 0.07% +1 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 514 shares 514 $209K 0.07% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,335 shares; 2026Q1: not reported; 2026Q2: 1,088 shares; 2026Q3: 1,090 shares 1,090 $201K 0.06% +2 Timeline