VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 183,435 shares; 2025Q1: 159,881 shares; 2025Q2: 154,643 shares; 2025Q3: 161,693 shares; 2025Q4: 178,792 shares; 2026Q1: 184,540 shares; 2026Q2: 148,980 shares 148,980 $55.1M 17.66% -35,560 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: not loaded; 2024Q4: 103,270 shares; 2025Q1: 102,281 shares; 2025Q2: 98,726 shares; 2025Q3: 97,512 shares; 2025Q4: 97,673 shares; 2026Q1: 112,105 shares; 2026Q2: 109,483 shares 109,483 $46.7M 14.96% -2,622 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 306,031 shares; 2025Q1: 256,196 shares; 2025Q2: 242,064 shares; 2025Q3: 239,395 shares; 2025Q4: 409,364 shares; 2026Q1: 428,686 shares; 2026Q2: 356,588 shares 356,588 $41.8M 13.38% -72,098 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,516 shares; 2025Q1: 43,100 shares; 2025Q2: 46,295 shares; 2025Q3: 46,252 shares; 2025Q4: 45,892 shares; 2026Q1: 63,762 shares; 2026Q2: 63,752 shares 63,752 $21.1M 6.77% -10 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,858 shares; 2025Q1: 10,687 shares; 2025Q2: 44,319 shares; 2025Q3: 47,983 shares; 2025Q4: 47,983 shares; 2026Q1: 166,583 shares; 2026Q2: 161,350 shares 161,350 $8.18M 2.62% -5,233 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 loaded; 2024Q4: 10,364 shares; 2025Q1: 26,053 shares; 2025Q2: 32,991 shares; 2025Q3: 32,993 shares; 2025Q4: 32,995 shares; 2026Q1: 47,266 shares; 2026Q2: 47,268 shares 47,268 $7.76M 2.49% +2 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 loaded; 2024Q4: 3,215 shares; 2025Q1: 3,318 shares; 2025Q2: 3,216 shares; 2025Q3: 3,718 shares; 2025Q4: 3,618 shares; 2026Q1: 18,004 shares; 2026Q2: 18,706 shares 18,706 $6.61M 2.12% +702 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,961 shares; 2025Q1: 5,087 shares; 2025Q2: 11,707 shares; 2025Q3: 4,786 shares; 2025Q4: 4,664 shares; 2026Q1: 21,043 shares; 2026Q2: 22,235 shares 22,235 $6.43M 2.06% +1,192 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: not loaded; 2024Q4: 26,281 shares; 2025Q1: 26,277 shares; 2025Q2: 26,111 shares; 2025Q3: 33,796 shares; 2025Q4: 32,725 shares; 2026Q1: 32,723 shares; 2026Q2: 32,677 shares 32,677 $5.13M 1.64% -46 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,370 shares; 2025Q4: 75,342 shares; 2026Q1: 76,456 shares; 2026Q2: 111,449 shares 111,449 $4.88M 1.56% +34,993 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,352 shares; 2025Q1: 6,190 shares; 2025Q2: 6,402 shares; 2025Q3: 6,703 shares; 2025Q4: 6,613 shares; 2026Q1: 7,258 shares; 2026Q2: 7,035 shares 7,035 $4.83M 1.55% -223 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,625 shares; 2025Q1: 6,182 shares; 2025Q2: 5,685 shares; 2025Q3: 5,596 shares; 2025Q4: 5,865 shares; 2026Q1: 11,160 shares; 2026Q2: 11,831 shares 11,831 $4.41M 1.41% +671 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,495 shares; 2025Q1: 14,091 shares; 2025Q2: 10,029 shares; 2025Q3: 11,747 shares; 2025Q4: 11,745 shares; 2026Q1: 15,966 shares; 2026Q2: 20,256 shares 20,256 $4.05M 1.3% +4,290 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: not loaded; 2024Q4: 15,803 shares; 2025Q1: 11,811 shares; 2025Q2: 11,010 shares; 2025Q3: 11,513 shares; 2025Q4: 11,513 shares; 2026Q1: 15,882 shares; 2026Q2: 16,612 shares 16,612 $3.96M 1.27% +730 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,279 shares; 2025Q1: 1,991 shares; 2025Q2: 787 shares; 2025Q3: 786 shares; 2025Q4: 1,150 shares; 2026Q1: 4,487 shares; 2026Q2: 4,643 shares 4,643 $3.48M 1.11% +156 Timeline ESGV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,676 shares; 2026Q1: 26,069 shares; 2026Q2: 26,069 shares 26,069 $3.45M 1.1% 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: not loaded; 2024Q4: 2,267 shares; 2025Q1: 3,760 shares; 2025Q2: 3,994 shares; 2025Q3: 4,132 shares; 2025Q4: 4,006 shares; 2026Q1: 4,458 shares; 2026Q2: 4,127 shares 4,127 $3.09M 0.99% -331 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 loaded; 2024Q4: 4,382 shares; 2025Q1: 22,420 shares; 2025Q2: 20,550 shares; 2025Q3: 35,370 shares; 2025Q4: 71,059 shares; 2026Q1: 87,401 shares; 2026Q2: 87,401 shares 87,401 $2.91M 0.93% 0 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 loaded; 2024Q4: 12,448 shares; 2025Q1: 7,370 shares; 2025Q2: 6,486 shares; 2025Q3: 6,836 shares; 2025Q4: 6,817 shares; 2026Q1: 6,883 shares; 2026Q2: 7,486 shares 7,486 $2.68M 0.86% +603 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,473 shares; 2025Q1: 6,331 shares; 2025Q2: 6,211 shares; 2025Q3: 6,237 shares; 2025Q4: 6,237 shares; 2026Q1: 6,188 shares; 2026Q2: 6,137 shares 6,137 $2.27M 0.73% -51 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 loaded; 2024Q4: 455 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 787 shares; 2025Q4: 1,038 shares; 2026Q1: 2,699 shares; 2026Q2: 2,702 shares 2,702 $1.99M 0.64% +3 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,882 shares 36,882 $1.96M 0.63% new 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: not loaded; 2024Q4: 12,963 shares; 2025Q1: 14,469 shares; 2025Q2: 16,577 shares; 2025Q3: 19,740 shares; 2025Q4: 21,445 shares; 2026Q1: 26,418 shares; 2026Q2: 26,075 shares 26,075 $1.86M 0.6% -343 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: not loaded; 2024Q4: 11,022 shares; 2025Q1: 10,977 shares; 2025Q2: 10,980 shares; 2025Q3: 10,980 shares; 2025Q4: 10,983 shares; 2026Q1: 17,176 shares; 2026Q2: 17,179 shares 17,179 $1.78M 0.57% +3 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,582 shares 21,582 $1.71M 0.55% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,251 shares; 2026Q2: 19,507 shares 19,507 $1.68M 0.54% +16,256 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,616 shares; 2025Q1: 20,616 shares; 2025Q2: 20,691 shares; 2025Q3: 20,691 shares; 2025Q4: 20,167 shares; 2026Q1: 21,323 shares; 2026Q2: 21,887 shares 21,887 $1.67M 0.53% +564 Timeline QQQM 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: not loaded; 2024Q4: 8,238 shares; 2025Q1: 8,238 shares; 2025Q2: 5,323 shares; 2025Q3: 5,326 shares; 2025Q4: 5,329 shares; 2026Q1: 5,333 shares; 2026Q2: 5,336 shares 5,336 $1.62M 0.52% +3 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96,700 shares; 2025Q1: 96,700 shares; 2025Q2: 96,700 shares; 2025Q3: 96,700 shares; 2025Q4: 96,700 shares; 2026Q1: 96,700 shares; 2026Q2: 96,700 shares 96,700 $1.52M 0.49% 0 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: not loaded; 2024Q4: 5,927 shares; 2025Q1: 8,381 shares; 2025Q2: 10,040 shares; 2025Q3: 11,608 shares; 2025Q4: 14,055 shares; 2026Q1: 22,836 shares; 2026Q2: 23,411 shares 23,411 $1.4M 0.45% +575 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: not loaded; 2024Q4: 2,223 shares; 2025Q1: 973 shares; 2025Q2: 901 shares; 2025Q3: 1,184 shares; 2025Q4: 1,154 shares; 2026Q1: 2,216 shares; 2026Q2: 2,441 shares 2,441 $1.37M 0.44% +225 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: not loaded; 2024Q4: 5,839 shares; 2025Q1: 5,048 shares; 2025Q2: 4,254 shares; 2025Q3: 4,254 shares; 2025Q4: 4,174 shares; 2026Q1: 2,867 shares; 2026Q2: 2,651 shares 2,651 $1.33M 0.42% -216 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,901 shares; 2026Q1: 65,901 shares; 2026Q2: 65,901 shares 65,901 $1.3M 0.42% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 4,117 shares; 2026Q1: 8,250 shares; 2026Q2: 8,250 shares 8,250 $1.29M 0.41% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,329 shares; 2025Q3: 1,329 shares; 2025Q4: 1,329 shares; 2026Q1: 2,903 shares; 2026Q2: 14,515 shares 14,515 $1.28M 0.41% +11,612 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,115 shares; 2025Q1: 12,115 shares; 2025Q2: 12,115 shares; 2025Q3: 12,115 shares; 2025Q4: 12,115 shares; 2026Q1: 13,325 shares; 2026Q2: 13,325 shares 13,325 $1.27M 0.41% 0 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; 2024Q3: not loaded; 2024Q4: 4,572 shares; 2025Q1: 3,209 shares; 2025Q2: 3,048 shares; 2025Q3: 3,086 shares; 2025Q4: 2,957 shares; 2026Q1: 3,439 shares; 2026Q2: 3,724 shares 3,724 $1.22M 0.39% +285 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 loaded; 2024Q4: 3,079 shares; 2025Q1: 1,545 shares; 2025Q2: 1,175 shares; 2025Q3: 1,407 shares; 2025Q4: 1,368 shares; 2026Q1: 2,762 shares; 2026Q2: 3,127 shares 3,127 $1.18M 0.38% +365 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: not loaded; 2024Q4: 10,975 shares; 2025Q1: 8,842 shares; 2025Q2: 8,520 shares; 2025Q3: 9,209 shares; 2025Q4: 9,209 shares; 2026Q1: 9,313 shares; 2026Q2: 10,241 shares 10,241 $1.16M 0.37% +928 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 803 shares; 2026Q2: 968 shares 968 $1.12M 0.36% +165 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: not loaded; 2024Q4: 3,260 shares; 2025Q1: 3,388 shares; 2025Q2: 3,388 shares; 2025Q3: 3,256 shares; 2025Q4: 3,226 shares; 2026Q1: 3,227 shares; 2026Q2: 3,228 shares 3,228 $1.11M 0.36% +1 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,086 shares; 2025Q4: 9,096 shares; 2026Q1: 9,092 shares; 2026Q2: 9,092 shares 9,092 $1.06M 0.34% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,238 shares; 2025Q1: 10,820 shares; 2025Q2: 10,820 shares; 2025Q3: 14,486 shares; 2025Q4: 14,576 shares; 2026Q1: 14,642 shares; 2026Q2: 14,641 shares 14,641 $1.06M 0.34% -1 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,073 shares; 2025Q3: 3,073 shares; 2025Q4: 3,073 shares; 2026Q1: 5,403 shares; 2026Q2: 6,422 shares 6,422 $1.01M 0.33% +1,019 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,424 shares; 2025Q4: 32,591 shares; 2026Q1: 33,285 shares; 2026Q2: 33,295 shares 33,295 $922K 0.3% +10 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,647 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 770 shares; 2025Q4: 951 shares; 2026Q1: 2,713 shares; 2026Q2: 2,186 shares 2,186 $919K 0.29% -527 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,085 shares; 2026Q1: 1,242 shares; 2026Q2: 1,493 shares 1,493 $867K 0.28% +251 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,372 shares; 2025Q3: 6,372 shares; 2025Q4: 5,702 shares; 2026Q1: 14,263 shares; 2026Q2: 14,263 shares 14,263 $867K 0.28% 0 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: not loaded; 2024Q4: 580 shares; 2025Q1: 315 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255 shares; 2026Q1: 734 shares; 2026Q2: 681 shares 681 $817K 0.26% -53 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: not loaded; 2024Q4: 1,869 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 2,013 shares; 2026Q1: 2,499 shares; 2026Q2: 6,212 shares 6,212 $771K 0.25% +3,713 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: not loaded; 2024Q4: not reported; 2025Q1: 3,770 shares; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares; 2025Q4: 10,062 shares; 2026Q1: 10,062 shares; 2026Q2: 10,035 shares 10,035 $758K 0.24% -27 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares 16,000 $739K 0.24% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,160 shares; 2025Q1: 18,160 shares; 2025Q2: 18,160 shares; 2025Q3: 18,160 shares; 2025Q4: 18,160 shares; 2026Q1: 18,738 shares; 2026Q2: 18,990 shares 18,990 $730K 0.23% +252 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,904 shares; 2025Q1: 2,973 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares; 2026Q1: 2,851 shares; 2026Q2: 8,822 shares 8,822 $711K 0.23% +5,971 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,232 shares; 2026Q2: 9,174 shares 9,174 $707K 0.23% -58 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,392 shares; 2025Q2: 1,339 shares; 2025Q3: not reported; 2025Q4: 1,098 shares; 2026Q1: 2,711 shares; 2026Q2: 2,889 shares 2,889 $702K 0.22% +178 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 127,316 shares; 2025Q1: 127,316 shares; 2025Q2: 127,316 shares; 2025Q3: 127,316 shares; 2025Q4: 127,316 shares; 2026Q1: 127,316 shares; 2026Q2: 127,316 shares 127,316 $690K 0.22% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 937 shares; 2025Q1: 519 shares; 2025Q2: 455 shares; 2025Q3: 422 shares; 2025Q4: 423 shares; 2026Q1: 1,043 shares; 2026Q2: 1,313 shares 1,313 $674K 0.22% +270 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: not loaded; 2024Q4: not reported; 2025Q1: 1,071 shares; 2025Q2: 996 shares; 2025Q3: not reported; 2025Q4: 864 shares; 2026Q1: 1,667 shares; 2026Q2: 1,790 shares 1,790 $655K 0.21% +123 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,830 shares; 2025Q1: 1,054 shares; 2025Q2: 930 shares; 2025Q3: 1,066 shares; 2025Q4: 1,067 shares; 2026Q1: 1,701 shares; 2026Q2: 1,898 shares 1,898 $651K 0.21% +197 Timeline GRSD GRANDSTAND LTD More: the full row for GRANDSTAND LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 341,865 shares 341,865 $650K 0.21% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,508 shares; 2025Q1: 8,508 shares; 2025Q2: 8,508 shares; 2025Q3: 8,508 shares; 2025Q4: 8,508 shares; 2026Q1: 8,508 shares; 2026Q2: 5,339 shares 5,339 $648K 0.21% -3,169 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,586 shares; 2025Q1: 17,586 shares; 2025Q2: 17,386 shares; 2025Q3: 17,386 shares; 2025Q4: 17,386 shares; 2026Q1: 17,386 shares; 2026Q2: 17,386 shares 17,386 $639K 0.2% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,760 shares; 2025Q4: 7,876 shares; 2026Q1: 7,932 shares; 2026Q2: 7,731 shares 7,731 $639K 0.2% -201 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,862 shares; 2025Q2: 3,874 shares; 2025Q3: 4,424 shares; 2025Q4: 5,493 shares; 2026Q1: 8,037 shares; 2026Q2: 8,199 shares 8,199 $616K 0.2% +162 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 loaded; 2024Q4: 1,399 shares; 2025Q1: 1,230 shares; 2025Q2: 1,210 shares; 2025Q3: 1,034 shares; 2025Q4: 936 shares; 2026Q1: 580 shares; 2026Q2: 608 shares 608 $615K 0.2% +28 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: not loaded; 2024Q4: 6,547 shares; 2025Q1: 7,849 shares; 2025Q2: 7,867 shares; 2025Q3: 7,824 shares; 2025Q4: 6,954 shares; 2026Q1: 6,226 shares; 2026Q2: 6,132 shares 6,132 $607K 0.19% -94 Timeline RWL 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: not loaded; 2024Q4: 4,668 shares; 2025Q1: 4,673 shares; 2025Q2: 4,678 shares; 2025Q3: 4,682 shares; 2025Q4: 4,686 shares; 2026Q1: 4,691 shares; 2026Q2: 4,687 shares 4,687 $599K 0.19% -4 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,679 shares; 2026Q2: 2,680 shares 2,680 $593K 0.19% +1 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,601 shares; 2026Q1: 2,460 shares; 2026Q2: 2,460 shares 2,460 $582K 0.19% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,708 shares; 2026Q1: 4,269 shares; 2026Q2: 4,953 shares 4,953 $582K 0.19% +684 Timeline SHAZ SHARONAI HOLDINGS INC More: the full row for SHARONAI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,300 shares; 2026Q2: 6,810 shares 6,810 $577K 0.18% -3,490 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,806 shares; 2026Q2: 2,232 shares 2,232 $568K 0.18% +426 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,121 shares; 2025Q1: 1,687 shares; 2025Q2: 1,667 shares; 2025Q3: 1,668 shares; 2025Q4: 1,669 shares; 2026Q1: 1,722 shares; 2026Q2: 1,932 shares 1,932 $543K 0.17% +210 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,680 shares; 2025Q1: 2,680 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares; 2025Q4: 1,690 shares; 2026Q1: 3,604 shares; 2026Q2: 2,541 shares 2,541 $541K 0.17% -1,063 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,589 shares; 2026Q2: 6,589 shares 6,589 $533K 0.17% 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: not loaded; 2024Q4: 3,026 shares; 2025Q1: 2,416 shares; 2025Q2: 2,386 shares; 2025Q3: 2,360 shares; 2025Q4: 2,368 shares; 2026Q1: 2,855 shares; 2026Q2: 3,191 shares 3,191 $529K 0.17% +336 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 loaded; 2024Q4: 614 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 419 shares; 2026Q1: 445 shares; 2026Q2: 487 shares 487 $519K 0.17% +42 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,208 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,901 shares; 2026Q2: 2,301 shares 2,301 $501K 0.16% -600 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,521 shares; 2025Q1: 2,087 shares; 2025Q2: not reported; 2025Q3: 2,099 shares; 2025Q4: 2,100 shares; 2026Q1: 2,404 shares; 2026Q2: 2,587 shares 2,587 $491K 0.16% +183 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,870 shares; 2025Q1: 2,237 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares; 2026Q1: 1,663 shares; 2026Q2: 1,925 shares 1,925 $489K 0.16% +262 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,400 shares; 2025Q1: 5,213 shares; 2025Q2: 5,068 shares; 2025Q3: 7,256 shares; 2025Q4: 7,268 shares; 2026Q1: 7,576 shares; 2026Q2: 8,422 shares 8,422 $480K 0.15% +846 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,094 shares; 2025Q3: 3,094 shares; 2025Q4: 2,774 shares; 2026Q1: 5,516 shares; 2026Q2: 5,516 shares 5,516 $472K 0.15% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 708 shares 708 $452K 0.14% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 1,782 shares; 2025Q3: 1,782 shares; 2025Q4: 1,782 shares; 2026Q1: 1,782 shares; 2026Q2: 1,782 shares 1,782 $449K 0.14% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,719 shares; 2025Q1: 2,525 shares; 2025Q2: 2,377 shares; 2025Q3: 2,261 shares; 2025Q4: 2,286 shares; 2026Q1: 3,000 shares; 2026Q2: 3,063 shares 3,063 $449K 0.14% +63 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 loaded; 2024Q4: 5,765 shares; 2025Q1: 3,890 shares; 2025Q2: 3,802 shares; 2025Q3: 4,814 shares; 2025Q4: 4,846 shares; 2026Q1: 5,341 shares; 2026Q2: 5,479 shares 5,479 $448K 0.14% +138 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180 shares; 2026Q2: 221 shares 221 $439K 0.14% +41 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 783 shares; 2026Q2: 997 shares 997 $425K 0.14% +214 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 loaded; 2024Q4: 6,177 shares; 2025Q1: 6,078 shares; 2025Q2: 6,080 shares; 2025Q3: 6,080 shares; 2025Q4: 6,287 shares; 2026Q1: 6,087 shares; 2026Q2: 6,090 shares 6,090 $417K 0.13% +3 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,434 shares; 2025Q1: 5,446 shares; 2025Q2: 5,465 shares; 2025Q3: 5,360 shares; 2025Q4: 5,052 shares; 2026Q1: 4,990 shares; 2026Q2: 5,006 shares 5,006 $400K 0.13% +16 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,612 shares; 2025Q1: 4,774 shares; 2025Q2: 4,588 shares; 2025Q3: 4,588 shares; 2025Q4: 4,598 shares; 2026Q1: 4,598 shares; 2026Q2: 4,064 shares 4,064 $393K 0.13% -534 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,255 shares 1,255 $374K 0.12% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,839 shares; 2025Q4: 1,844 shares; 2026Q1: 2,518 shares; 2026Q2: 2,712 shares 2,712 $371K 0.12% +194 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 loaded; 2024Q4: 625 shares; 2025Q1: 448 shares; 2025Q2: 407 shares; 2025Q3: 439 shares; 2025Q4: 427 shares; 2026Q1: 428 shares; 2026Q2: 396 shares 396 $370K 0.12% -32 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,731 shares; 2026Q1: 5,701 shares; 2026Q2: 4,025 shares 4,025 $369K 0.12% -1,676 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,854 shares; 2025Q1: 2,250 shares; 2025Q2: 1,628 shares; 2025Q3: 1,596 shares; 2025Q4: 1,596 shares; 2026Q1: 2,191 shares; 2026Q2: 1,912 shares 1,912 $365K 0.12% -279 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 955 shares; 2026Q2: 1,340 shares 1,340 $360K 0.12% +385 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,443 shares; 2025Q1: 2,511 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,358 shares; 2026Q1: 2,628 shares; 2026Q2: 2,745 shares 2,745 $355K 0.11% +117 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,118 shares; 2025Q1: 1,875 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 2,240 shares; 2026Q1: 2,720 shares; 2026Q2: 2,889 shares 2,889 $340K 0.11% +169 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 719 shares; 2026Q2: 1,008 shares 1,008 $333K 0.11% +289 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: not loaded; 2024Q4: 2,693 shares; 2025Q1: 2,084 shares; 2025Q2: not reported; 2025Q3: 3,455 shares; 2025Q4: 3,363 shares; 2026Q1: 3,073 shares; 2026Q2: 3,088 shares 3,088 $332K 0.11% +15 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,098 shares; 2025Q4: 2,105 shares; 2026Q1: 2,114 shares; 2026Q2: 2,122 shares 2,122 $307K 0.1% +8 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,754 shares; 2026Q2: 8,757 shares 8,757 $296K 0.09% +3 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,696 shares 2,696 $279K 0.09% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,313 shares 3,313 $274K 0.09% new Timeline VGK 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,045 shares; 2026Q2: 3,048 shares 3,048 $270K 0.09% +3 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 368 shares 368 $266K 0.09% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,019 shares 1,019 $260K 0.08% new Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 277 shares 277 $257K 0.08% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,665 shares 2,665 $256K 0.08% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,338 shares; 2026Q2: 7,338 shares 7,338 $255K 0.08% 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: not loaded; 2024Q4: not reported; 2025Q1: 5,397 shares; 2025Q2: 4,662 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,894 shares 2,894 $254K 0.08% new 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: not loaded; 2024Q4: 1,439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 732 shares; 2025Q4: not reported; 2026Q1: 2,627 shares; 2026Q2: 1,735 shares 1,735 $254K 0.08% -892 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,142 shares; 2026Q2: 10,142 shares 10,142 $251K 0.08% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 608 shares; 2025Q4: 609 shares; 2026Q1: 609 shares; 2026Q2: 610 shares 610 $250K 0.08% +1 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: not loaded; 2024Q4: 4,972 shares; 2025Q1: 4,978 shares; 2025Q2: 4,968 shares; 2025Q3: 4,268 shares; 2025Q4: 3,501 shares; 2026Q1: 2,979 shares; 2026Q2: 2,530 shares 2,530 $244K 0.08% -449 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,735 shares 1,735 $242K 0.08% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares; 2026Q1: 12,600 shares; 2026Q2: 12,600 shares 12,600 $241K 0.08% 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 loaded; 2024Q4: 2,124 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,551 shares; 2025Q4: 1,504 shares; 2026Q1: 1,511 shares; 2026Q2: 1,513 shares 1,513 $229K 0.07% +2 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,487 shares; 2026Q2: 6,171 shares 6,171 $228K 0.07% +1,684 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 990 shares; 2026Q2: 990 shares 990 $225K 0.07% 0 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 loaded; 2024Q4: 2,192 shares; 2025Q1: 1,977 shares; 2025Q2: 1,966 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,505 shares 1,505 $215K 0.07% 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 698 shares 698 $210K 0.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,388 shares 1,388 $206K 0.07% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,614 shares 2,614 $203K 0.06% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 467 shares 467 $202K 0.06% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,814 shares; 2026Q2: 1,764 shares 1,764 $201K 0.06% -50 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96 shares 96 $201K 0.06% new Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $114K 0.04% 0 Timeline RIME ALGORHYTHM HLDGS INC More: the full row for ALGORHYTHM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $5.72K <0.01% new Timeline