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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,255 shares; 2026Q2: 5,255 shares 5,255 $3.61M 20.82% 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: 3,703 shares; 2024Q4: 3,701 shares; 2025Q1: 3,719 shares; 2025Q2: 3,631 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,254 shares; 2026Q2: 4,264 shares 4,264 $2.13M 12.31% +10 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: 38,596 shares; 2024Q4: 39,732 shares; 2025Q1: 39,847 shares; 2025Q2: 40,092 shares; 2025Q3: 8,609 shares; 2025Q4: 9,095 shares; 2026Q1: 5,760 shares; 2026Q2: 6,124 shares 6,124 $1.23M 7.07% +364 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: 3,310 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,574 shares; 2025Q3: 12,929 shares; 2025Q4: 12,929 shares; 2026Q1: 13,199 shares; 2026Q2: 13,224 shares 13,224 $1.06M 6.1% +25 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 21,554 shares; 2026Q2: 21,554 shares 21,554 $1.05M 6.07% 0 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: 20,435 shares; 2024Q4: 20,142 shares; 2025Q1: 19,904 shares; 2025Q2: 19,904 shares; 2025Q3: 1,981 shares; 2025Q4: 1,972 shares; 2026Q1: 2,261 shares; 2026Q2: 2,299 shares 2,299 $858K 4.95% +38 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,125 shares; 2024Q4: 11,886 shares; 2025Q1: 13,846 shares; 2025Q2: 11,899 shares; 2025Q3: 13,804 shares; 2025Q4: 13,845 shares; 2026Q1: 13,845 shares; 2026Q2: 14,272 shares 14,272 $759K 4.38% +427 Timeline SCHP 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: 11,500 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares; 2026Q2: 23,000 shares 23,000 $610K 3.52% 0 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: 31,838 shares; 2024Q4: 32,083 shares; 2025Q1: 31,993 shares; 2025Q2: 32,484 shares; 2025Q3: 2,757 shares; 2025Q4: 2,832 shares; 2026Q1: 1,976 shares; 2026Q2: 2,064 shares 2,064 $597K 3.45% +88 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,329 shares; 2024Q4: 11,329 shares; 2025Q1: 11,329 shares; 2025Q2: 11,329 shares; 2025Q3: 11,329 shares; 2025Q4: 11,329 shares; 2026Q1: 11,329 shares; 2026Q2: 11,329 shares 11,329 $573K 3.31% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,248 shares; 2024Q4: 11,248 shares; 2025Q1: 11,248 shares; 2025Q2: 11,248 shares; 2025Q3: 11,248 shares; 2025Q4: 11,248 shares; 2026Q1: 11,248 shares; 2026Q2: 11,248 shares 11,248 $569K 3.28% 0 Timeline EZU 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: 5,856 shares; 2026Q2: 6,574 shares 6,574 $457K 2.64% +718 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: 2,769 shares; 2024Q4: 2,828 shares; 2025Q1: 2,834 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 855 shares; 2026Q2: 600 shares 600 $449K 2.59% -255 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: 28,978 shares; 2024Q4: 29,213 shares; 2025Q1: 29,288 shares; 2025Q2: 29,683 shares; 2025Q3: 1,586 shares; 2025Q4: 1,631 shares; 2026Q1: 1,141 shares; 2026Q2: 1,186 shares 1,186 $424K 2.45% +45 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS 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: 3,000 shares; 2026Q2: 3,000 shares 3,000 $378K 2.18% 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: 2,465 shares; 2024Q4: 2,484 shares; 2025Q1: 2,528 shares; 2025Q2: 3,242 shares; 2025Q3: 907 shares; 2025Q4: 1,024 shares; 2026Q1: 864 shares; 2026Q2: 963 shares 963 $364K 2.1% +99 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: 24,494 shares; 2024Q4: 24,464 shares; 2025Q1: 24,500 shares; 2025Q2: 24,633 shares; 2025Q3: 2,961 shares; 2025Q4: 3,016 shares; 2026Q1: 1,430 shares; 2026Q2: 1,492 shares 1,492 $356K 2.05% +62 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: 8,740 shares; 2024Q4: 8,774 shares; 2025Q1: 8,821 shares; 2025Q2: 8,831 shares; 2025Q3: 1,049 shares; 2025Q4: 1,066 shares; 2026Q1: 1,077 shares; 2026Q2: 1,077 shares 1,077 $353K 2.03% 0 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: 6,091 shares; 2024Q4: 6,091 shares; 2025Q1: 1,561 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares; 2026Q2: 1,054 shares 1,054 $268K 1.54% 0 Timeline EMOP AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,790 shares; 2026Q2: 5,097 shares 5,097 $266K 1.54% +307 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 5,684 shares; 2026Q2: 5,684 shares 5,684 $258K 1.49% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 338 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 853 shares 853 $257K 1.48% new 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: 8,660 shares; 2024Q4: 8,880 shares; 2025Q1: 8,956 shares; 2025Q2: 6,707 shares; 2025Q3: 4,173 shares; 2025Q4: 4,141 shares; 2026Q1: 4,635 shares; 2026Q2: 4,287 shares 4,287 $244K 1.41% -348 Timeline EWJ 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: 2,322 shares 2,322 $217K 1.25% new Timeline