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: 327,528 shares; 2025Q1: 319,726 shares; 2025Q2: 323,948 shares; 2025Q3: 316,726 shares; 2025Q4: 320,962 shares; 2026Q1: 323,977 shares; 2026Q2: 1,993,744 shares; 2026Q3: 1,987,874 shares 1,987,874 $179M 30.77% -5,870 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: 210,208 shares; 2025Q1: 199,127 shares; 2025Q2: 201,480 shares; 2025Q3: 198,386 shares; 2025Q4: 200,649 shares; 2026Q1: 200,649 shares; 2026Q2: 205,661 shares; 2026Q3: 204,607 shares 204,607 $157M 26.92% -1,054 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: 91,858 shares; 2025Q1: 93,098 shares; 2025Q2: 95,120 shares; 2025Q3: 92,531 shares; 2025Q4: 95,596 shares; 2026Q1: 91,282 shares; 2026Q2: 92,798 shares; 2026Q3: 92,249 shares 92,249 $56.2M 9.65% -549 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: 88,597 shares; 2025Q1: 90,444 shares; 2025Q2: 92,000 shares; 2025Q3: 89,946 shares; 2025Q4: 178,162 shares; 2026Q1: 187,313 shares; 2026Q2: 196,690 shares; 2026Q3: 204,530 shares 204,530 $40M 6.88% +7,840 Timeline XLF 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: 12,538 shares; 2025Q1: 348,562 shares; 2025Q2: 347,711 shares; 2025Q3: 345,819 shares; 2025Q4: 345,023 shares; 2026Q1: 390,550 shares; 2026Q2: 409,912 shares; 2026Q3: 415,361 shares 415,361 $22.2M 3.81% +5,449 Timeline JEPI 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; 2024Q4: 237,466 shares; 2025Q1: 268,387 shares; 2025Q2: 278,617 shares; 2025Q3: 370,384 shares; 2025Q4: 364,538 shares; 2026Q1: 364,538 shares; 2026Q2: 354,274 shares; 2026Q3: 353,739 shares 353,739 $19.9M 3.42% -535 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: 15,538 shares; 2025Q1: 16,660 shares; 2025Q2: 22,222 shares; 2025Q3: 22,397 shares; 2025Q4: 24,718 shares; 2026Q1: 24,718 shares; 2026Q2: 20,909 shares; 2026Q3: 19,080 shares 19,080 $14.1M 2.42% -1,829 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 269,307 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 205,747 shares 205,747 $10.5M 1.8% new 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: 10,377 shares; 2026Q2: 10,969 shares; 2026Q3: 11,055 shares 11,055 $6.76M 1.16% +86 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 75,236 shares 75,236 $6.72M 1.15% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,004 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 82,413 shares 82,413 $6.41M 1.1% 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: 5,558 shares; 2026Q2: 5,741 shares; 2026Q3: 5,795 shares 5,795 $6.17M 1.06% +54 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,666 shares; 2025Q2: 15,963 shares; 2025Q3: 15,835 shares; 2025Q4: 15,834 shares; 2026Q1: 15,921 shares; 2026Q2: 16,251 shares; 2026Q3: 16,371 shares 16,371 $5.92M 1.02% +120 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; 2024Q4: 80,202 shares; 2025Q1: 78,830 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 64,320 shares 64,320 $4.97M 0.85% new 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: 13,685 shares; 2025Q1: 15,659 shares; 2025Q2: 16,915 shares; 2025Q3: 16,585 shares; 2025Q4: 16,609 shares; 2026Q1: 16,609 shares; 2026Q2: 18,400 shares; 2026Q3: 18,829 shares 18,829 $4.3M 0.74% +429 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: 9,963 shares; 2025Q1: 10,722 shares; 2025Q2: 11,177 shares; 2025Q3: 11,079 shares; 2025Q4: 11,094 shares; 2026Q1: 11,094 shares; 2026Q2: 11,752 shares; 2026Q3: 12,002 shares 12,002 $4.13M 0.71% +250 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: 4,379 shares; 2025Q1: 4,943 shares; 2025Q2: 5,057 shares; 2025Q3: 5,263 shares; 2025Q4: 5,284 shares; 2026Q1: 5,285 shares; 2026Q2: 6,141 shares; 2026Q3: 6,335 shares 6,335 $3.25M 0.56% +194 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: 8,905 shares; 2025Q1: 9,543 shares; 2025Q2: 9,755 shares; 2025Q3: 10,265 shares; 2025Q4: 10,325 shares; 2026Q1: 11,208 shares; 2026Q2: 11,726 shares; 2026Q3: 11,974 shares 11,974 $2.98M 0.51% +248 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: 3,171 shares; 2025Q1: 3,314 shares; 2025Q2: 3,387 shares; 2025Q3: 3,393 shares; 2025Q4: 3,394 shares; 2026Q1: 3,394 shares; 2026Q2: 3,913 shares; 2026Q3: 4,032 shares 4,032 $2.92M 0.5% +119 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 9,225 shares; 2026Q2: 9,632 shares; 2026Q3: 9,806 shares 9,806 $2.82M 0.48% +174 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE 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: 11,627 shares; 2026Q3: 12,037 shares 12,037 $2.76M 0.47% +410 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 6,828 shares; 2026Q2: 7,085 shares; 2026Q3: 7,212 shares 7,212 $2.54M 0.44% +127 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: 3,593 shares; 2025Q1: 3,984 shares; 2025Q2: 4,095 shares; 2025Q3: 4,107 shares; 2025Q4: 4,139 shares; 2026Q1: 4,600 shares; 2026Q2: 4,835 shares; 2026Q3: 4,961 shares 4,961 $2.47M 0.42% +126 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; 2024Q4: 451 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 2,235 shares; 2026Q1: 2,235 shares; 2026Q2: 2,538 shares; 2026Q3: 2,586 shares 2,586 $2.33M 0.4% +48 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 18,004 shares; 2026Q3: 18,539 shares 18,539 $2.25M 0.39% +535 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: 4,261 shares; 2025Q1: 4,967 shares; 2025Q2: 5,291 shares; 2025Q3: 5,312 shares; 2025Q4: 5,326 shares; 2026Q1: 5,477 shares; 2026Q2: 5,951 shares; 2026Q3: 6,115 shares 6,115 $2.17M 0.37% +164 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 8,590 shares; 2026Q2: 9,321 shares; 2026Q3: 9,560 shares 9,560 $2.12M 0.36% +239 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,931 shares; 2025Q1: 7,702 shares; 2025Q2: 7,765 shares; 2025Q3: 7,760 shares; 2025Q4: 7,788 shares; 2026Q1: 7,788 shares; 2026Q2: 8,313 shares; 2026Q3: 8,555 shares 8,555 $2.03M 0.35% +242 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 40,430 shares; 2026Q2: 44,163 shares; 2026Q3: 46,473 shares 46,473 $1.89M 0.32% +2,310 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: 2,053 shares; 2025Q1: 2,204 shares; 2025Q2: 2,204 shares; 2025Q3: 2,204 shares; 2025Q4: 2,204 shares; 2026Q1: 2,704 shares; 2026Q2: 2,592 shares; 2026Q3: 2,592 shares 2,592 $1.82M 0.31% 0 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: 1,001 shares; 2025Q1: 1,176 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 1,157 shares; 2026Q2: 1,192 shares; 2026Q3: 1,312 shares 1,312 $1M 0.17% +120 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: 2,035 shares; 2025Q1: 2,035 shares; 2025Q2: 2,035 shares; 2025Q3: 2,035 shares; 2025Q4: 2,035 shares; 2026Q1: 2,159 shares; 2026Q2: 2,119 shares; 2026Q3: 2,087 shares 2,087 $734K 0.13% -32 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: 9,285 shares; 2025Q1: 9,325 shares; 2025Q2: 9,677 shares; 2025Q3: 9,711 shares; 2025Q4: 9,670 shares; 2026Q1: 1,376 shares; 2026Q2: 1,582 shares; 2026Q3: 1,551 shares 1,551 $517K 0.09% -31 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares; 2026Q1: 2,330 shares; 2026Q2: 2,330 shares; 2026Q3: 2,330 shares 2,330 $362K 0.06% 0 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: 609 shares; 2026Q3: 592 shares 592 $270K 0.05% -17 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X 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: 2,646 shares 2,646 $266K 0.05% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 633 shares 633 $252K 0.04% new 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: 1,120 shares; 2025Q1: 1,467 shares; 2025Q2: 667 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares; 2026Q3: 630 shares 630 $236K 0.04% 0 Timeline