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: 161,343 shares; 2024Q4: 167,209 shares; 2025Q1: 176,023 shares; 2025Q2: 173,145 shares; 2025Q3: 177,777 shares; 2025Q4: 180,604 shares; 2026Q1: 183,925 shares; 2026Q2: 188,391 shares 188,391 $129M 27.13% +4,466 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: 81,343 shares; 2024Q4: 81,730 shares; 2025Q1: 84,575 shares; 2025Q2: 82,210 shares; 2025Q3: 83,741 shares; 2025Q4: 83,900 shares; 2026Q1: 62,053 shares; 2026Q2: 63,509 shares 63,509 $46.8M 9.81% +1,456 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,617 shares; 2024Q4: 692,449 shares; 2025Q1: 854,172 shares; 2025Q2: 949,485 shares; 2025Q3: 1,124,872 shares; 2025Q4: 1,169,134 shares; 2026Q1: 1,461,339 shares; 2026Q2: 1,572,195 shares 1,572,195 $41.7M 8.74% +110,856 Timeline SPHY 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: 896,907 shares; 2024Q4: 952,305 shares; 2025Q1: 1,036,395 shares; 2025Q2: 1,040,552 shares; 2025Q3: 1,054,804 shares; 2025Q4: 1,051,279 shares; 2026Q1: 977,503 shares; 2026Q2: 1,016,827 shares 1,016,827 $23.8M 5% +39,324 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: 6,809 shares; 2024Q4: 3,589 shares; 2025Q1: 3,750 shares; 2025Q2: 25,123 shares; 2025Q3: 31,368 shares; 2025Q4: 32,514 shares; 2026Q1: 60,987 shares; 2026Q2: 250,995 shares 250,995 $20.2M 4.24% +190,008 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,896 shares; 2024Q4: 37,654 shares; 2025Q1: 42,648 shares; 2025Q2: 49,578 shares; 2025Q3: 53,640 shares; 2025Q4: 54,863 shares; 2026Q1: 60,282 shares; 2026Q2: 61,812 shares 61,812 $18.7M 3.93% +1,530 Timeline KBWB 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: 202,888 shares; 2024Q4: 190,651 shares; 2025Q1: 200,652 shares; 2025Q2: 197,378 shares; 2025Q3: 199,852 shares; 2025Q4: 200,810 shares; 2026Q1: 175,101 shares; 2026Q2: 179,215 shares 179,215 $16.7M 3.49% +4,114 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201,501 shares; 2026Q2: 225,297 shares 225,297 $16.1M 3.37% +23,796 Timeline VCLT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,784 shares; 2026Q2: 201,796 shares 201,796 $15.2M 3.18% +20,012 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168,134 shares; 2026Q2: 183,633 shares 183,633 $15.2M 3.18% +15,499 Timeline VOOG 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; 2024Q3: 37,882 shares; 2024Q4: 34,559 shares; 2025Q1: 37,838 shares; 2025Q2: 38,668 shares; 2025Q3: 40,742 shares; 2025Q4: 41,284 shares; 2026Q1: 29,655 shares; 2026Q2: 183,490 shares 183,490 $15.2M 3.18% +153,835 Timeline BKLN 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: 1,553,931 shares; 2024Q4: 1,609,999 shares; 2025Q1: 1,735,212 shares; 2025Q2: 1,771,270 shares; 2025Q3: 1,878,718 shares; 2025Q4: 1,890,406 shares; 2026Q1: 763,745 shares; 2026Q2: 700,110 shares 700,110 $14.3M 2.99% -63,635 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 reported; 2024Q4: 1,220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,334 shares; 2026Q1: 56,890 shares; 2026Q2: 59,528 shares 59,528 $13M 2.72% +2,638 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: 3,935 shares; 2024Q4: 5,003 shares; 2025Q1: 6,736 shares; 2025Q2: 9,907 shares; 2025Q3: 12,292 shares; 2025Q4: 12,576 shares; 2026Q1: 12,584 shares; 2026Q2: 13,844 shares 13,844 $8.04M 1.69% +1,260 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: 14,953 shares; 2024Q4: 15,352 shares; 2025Q1: 15,986 shares; 2025Q2: 19,221 shares; 2025Q3: 21,408 shares; 2025Q4: 23,095 shares; 2026Q1: 23,634 shares; 2026Q2: 29,826 shares 29,826 $5.97M 1.25% +6,192 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,100 shares; 2026Q2: 5,105 shares 5,105 $5.89M 1.24% +1,005 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: 9,177 shares; 2024Q4: 9,593 shares; 2025Q1: 10,807 shares; 2025Q2: 12,847 shares; 2025Q3: 15,174 shares; 2025Q4: 15,706 shares; 2026Q1: 15,770 shares; 2026Q2: 17,206 shares 17,206 $4.98M 1.04% +1,436 Timeline VIOV 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; 2024Q3: 90,463 shares; 2024Q4: 83,870 shares; 2025Q1: 80,219 shares; 2025Q2: 46,817 shares; 2025Q3: 44,030 shares; 2025Q4: 39,758 shares; 2026Q1: 39,533 shares; 2026Q2: 40,441 shares 40,441 $4.75M 1% +908 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: 4,428 shares; 2024Q4: 4,971 shares; 2025Q1: 6,110 shares; 2025Q2: 8,059 shares; 2025Q3: 9,709 shares; 2025Q4: 9,894 shares; 2026Q1: 9,885 shares; 2026Q2: 11,339 shares 11,339 $4.01M 0.84% +1,454 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: 6,491 shares; 2024Q4: 7,056 shares; 2025Q1: 8,277 shares; 2025Q2: 9,996 shares; 2025Q3: 11,981 shares; 2025Q4: 12,996 shares; 2026Q1: 12,636 shares; 2026Q2: 14,266 shares 14,266 $3.4M 0.71% +1,630 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: 5,151 shares; 2024Q4: 5,580 shares; 2025Q1: 6,181 shares; 2025Q2: 7,349 shares; 2025Q3: 8,281 shares; 2025Q4: 8,473 shares; 2026Q1: 8,499 shares; 2026Q2: 8,817 shares 8,817 $3.33M 0.7% +318 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,347 shares; 2025Q2: 3,898 shares; 2025Q3: 5,422 shares; 2025Q4: 5,730 shares; 2026Q1: 5,772 shares; 2026Q2: 6,537 shares 6,537 $3.12M 0.65% +765 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,856 shares; 2025Q2: 21,605 shares; 2025Q3: 24,829 shares; 2025Q4: 25,158 shares; 2026Q1: 27,768 shares; 2026Q2: 29,196 shares 29,196 $2.93M 0.61% +1,428 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: 2,659 shares; 2024Q4: 3,049 shares; 2025Q1: 3,602 shares; 2025Q2: 5,676 shares; 2025Q3: 6,466 shares; 2025Q4: 7,248 shares; 2026Q1: 7,710 shares; 2026Q2: 7,550 shares 7,550 $2.82M 0.59% -160 Timeline VDE 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: 27,423 shares; 2024Q4: 25,638 shares; 2025Q1: 24,810 shares; 2025Q2: 23,537 shares; 2025Q3: 20,199 shares; 2025Q4: 18,597 shares; 2026Q1: 18,138 shares; 2026Q2: 18,095 shares 18,095 $2.72M 0.57% -43 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,560 shares; 2024Q4: 3,612 shares; 2025Q1: 4,178 shares; 2025Q2: 4,928 shares; 2025Q3: 5,956 shares; 2025Q4: 5,816 shares; 2026Q1: 5,980 shares; 2026Q2: 6,254 shares 6,254 $2.63M 0.55% +274 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: 7,517 shares; 2024Q4: 12,126 shares; 2025Q1: 12,801 shares; 2025Q2: 16,044 shares; 2025Q3: 17,767 shares; 2025Q4: 18,614 shares; 2026Q1: 18,637 shares; 2026Q2: 19,244 shares 19,244 $2.25M 0.47% +607 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: 1,811 shares; 2024Q4: 2,127 shares; 2025Q1: 2,389 shares; 2025Q2: 2,870 shares; 2025Q3: 3,335 shares; 2025Q4: 3,704 shares; 2026Q1: 3,675 shares; 2026Q2: 3,833 shares 3,833 $2.16M 0.45% +158 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: 3,686 shares; 2024Q4: 4,458 shares; 2025Q1: 5,126 shares; 2025Q2: 5,887 shares; 2025Q3: 7,238 shares; 2025Q4: 7,542 shares; 2026Q1: 7,511 shares; 2026Q2: 7,804 shares 7,804 $1.99M 0.42% +293 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,575 shares 3,575 $1.55M 0.32% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,890 shares; 2025Q3: 13,861 shares; 2025Q4: 13,502 shares; 2026Q1: 14,251 shares; 2026Q2: 15,179 shares 15,179 $1.51M 0.32% +928 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: 13,078 shares; 2024Q4: 13,180 shares; 2025Q1: 9,699 shares; 2025Q2: 9,136 shares; 2025Q3: 9,517 shares; 2025Q4: 9,527 shares; 2026Q1: 9,396 shares; 2026Q2: 9,556 shares 9,556 $1.31M 0.27% +160 Timeline XOP 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: 14,529 shares; 2024Q4: 13,542 shares; 2025Q1: 13,000 shares; 2025Q2: 11,465 shares; 2025Q3: 9,682 shares; 2025Q4: 8,841 shares; 2026Q1: 8,742 shares; 2026Q2: 8,312 shares 8,312 $1.28M 0.27% -430 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,898 shares 1,898 $1.21M 0.25% new 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: 1,862 shares; 2024Q4: 1,904 shares; 2025Q1: 2,047 shares; 2025Q2: 2,455 shares; 2025Q3: 3,051 shares; 2025Q4: 3,091 shares; 2026Q1: 3,134 shares; 2026Q2: 3,324 shares 3,324 $1.19M 0.25% +190 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,621 shares; 2025Q4: 15,946 shares; 2026Q1: 16,599 shares; 2026Q2: 16,322 shares 16,322 $1.18M 0.25% -277 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,338 shares; 2024Q4: 2,592 shares; 2025Q1: 3,167 shares; 2025Q2: 4,199 shares; 2025Q3: 5,573 shares; 2025Q4: 5,935 shares; 2026Q1: 6,058 shares; 2026Q2: 6,768 shares 6,768 $1.06M 0.22% +710 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: 19,058 shares; 2024Q4: 29,795 shares; 2025Q1: 43,696 shares; 2025Q2: 57,674 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares; 2026Q2: 6,676 shares 6,676 $932K 0.2% +1,176 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,851 shares; 2026Q1: 23,869 shares; 2026Q2: 21,386 shares 21,386 $786K 0.16% -2,483 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 6,028 shares 6,028 $724K 0.15% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 611 shares 611 $718K 0.15% new Timeline VGT 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: 390 shares; 2024Q4: 391 shares; 2025Q1: 731 shares; 2025Q2: 835 shares; 2025Q3: 836 shares; 2025Q4: 821 shares; 2026Q1: 822 shares; 2026Q2: 5,959 shares 5,959 $712K 0.15% +5,137 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: 596 shares; 2024Q4: 580 shares; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 648 shares; 2025Q4: 654 shares; 2026Q1: 656 shares; 2026Q2: 665 shares 665 $708K 0.15% +9 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,703 shares; 2024Q4: 7,703 shares; 2025Q1: 7,703 shares; 2025Q2: 7,703 shares; 2025Q3: 7,703 shares; 2025Q4: 7,703 shares; 2026Q1: 7,703 shares; 2026Q2: 7,703 shares 7,703 $699K 0.15% 0 Timeline VGIT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,768 shares; 2026Q2: 9,864 shares 9,864 $582K 0.12% +96 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,235 shares; 2025Q2: 41,627 shares; 2025Q3: 25,037 shares; 2025Q4: 20,245 shares; 2026Q1: 7,388 shares; 2026Q2: 5,555 shares 5,555 $560K 0.12% -1,833 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP 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: 238 shares 238 $541K 0.11% new Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,605 shares; 2024Q4: 24,469 shares; 2025Q1: 27,167 shares; 2025Q2: 27,755 shares; 2025Q3: 30,577 shares; 2025Q4: 31,330 shares; 2026Q1: 7,063 shares; 2026Q2: 5,712 shares 5,712 $522K 0.11% -1,351 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,237 shares; 2024Q4: 8,232 shares; 2025Q1: 9,845 shares; 2025Q2: 10,323 shares; 2025Q3: 11,598 shares; 2025Q4: 11,394 shares; 2026Q1: 15,546 shares; 2026Q2: 15,712 shares 15,712 $501K 0.1% +166 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 reported; 2024Q4: 877 shares; 2025Q1: 960 shares; 2025Q2: 1,089 shares; 2025Q3: 1,316 shares; 2025Q4: 1,446 shares; 2026Q1: 1,434 shares; 2026Q2: 1,510 shares 1,510 $494K 0.1% +76 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,844 shares; 2024Q4: 51,004 shares; 2025Q1: 24,107 shares; 2025Q2: 44,782 shares; 2025Q3: 44,898 shares; 2025Q4: 46,849 shares; 2026Q1: 11,692 shares; 2026Q2: 9,633 shares 9,633 $468K 0.1% -2,059 Timeline VOT 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: 1,326 shares; 2024Q4: 1,218 shares; 2025Q1: 1,220 shares; 2025Q2: 1,221 shares; 2025Q3: 1,489 shares; 2025Q4: 1,494 shares; 2026Q1: 1,497 shares; 2026Q2: 1,499 shares 1,499 $459K 0.1% +2 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 656 shares 656 $430K 0.09% new Timeline VONV 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: 5,891 shares; 2024Q4: 4,387 shares; 2025Q1: 4,358 shares; 2025Q2: 4,113 shares; 2025Q3: 4,085 shares; 2025Q4: 3,988 shares; 2026Q1: 4,005 shares; 2026Q2: 4,019 shares 4,019 $427K 0.09% +14 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: 343 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 347 shares; 2026Q1: 352 shares; 2026Q2: 354 shares 354 $425K 0.09% +2 Timeline SCHH 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 reported; 2024Q4: 140,676 shares; 2025Q1: 155,142 shares; 2025Q2: 157,750 shares; 2025Q3: 166,689 shares; 2025Q4: 165,267 shares; 2026Q1: 19,992 shares; 2026Q2: 17,140 shares 17,140 $406K 0.09% -2,852 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,585 shares 1,585 $405K 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,802 shares; 2025Q3: 3,039 shares; 2025Q4: 2,788 shares; 2026Q1: 3,097 shares; 2026Q2: 2,418 shares 2,418 $354K 0.07% -679 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,020 shares 2,020 $345K 0.07% new Timeline BBJP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,505 shares; 2025Q4: 4,505 shares; 2026Q1: 4,505 shares; 2026Q2: 4,505 shares 4,505 $339K 0.07% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,864 shares; 2024Q4: 1,871 shares; 2025Q1: 1,885 shares; 2025Q2: 1,913 shares; 2025Q3: 1,916 shares; 2025Q4: 1,916 shares; 2026Q1: 1,924 shares; 2026Q2: 1,940 shares 1,940 $334K 0.07% +16 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,136 shares; 2024Q4: 1,139 shares; 2025Q1: 1,155 shares; 2025Q2: 1,180 shares; 2025Q3: 1,169 shares; 2025Q4: 1,159 shares; 2026Q1: 1,166 shares; 2026Q2: 1,178 shares 1,178 $325K 0.07% +12 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,162 shares; 2025Q1: 1,170 shares; 2025Q2: 1,175 shares; 2025Q3: not reported; 2025Q4: 1,197 shares; 2026Q1: 1,199 shares; 2026Q2: 1,205 shares 1,205 $323K 0.07% +6 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 reported; 2024Q4: 641 shares; 2025Q1: 645 shares; 2025Q2: 640 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 620 shares; 2026Q2: 3,722 shares 3,722 $321K 0.07% +3,102 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,302 shares; 2025Q3: 7,521 shares; 2025Q4: 7,521 shares; 2026Q1: 7,155 shares; 2026Q2: 7,155 shares 7,155 $317K 0.07% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,873 shares; 2025Q4: 1,874 shares; 2026Q1: 1,916 shares; 2026Q2: 1,835 shares 1,835 $304K 0.06% -81 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS 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: 1,019 shares 1,019 $304K 0.06% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 470 shares; 2025Q3: 471 shares; 2025Q4: 467 shares; 2026Q1: 468 shares; 2026Q2: 473 shares 473 $300K 0.06% +5 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: 397 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 395 shares; 2025Q3: 396 shares; 2025Q4: 380 shares; 2026Q1: 369 shares; 2026Q2: 378 shares 378 $283K 0.06% +9 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,355 shares; 2025Q4: 2,744 shares; 2026Q1: 2,441 shares; 2026Q2: 2,473 shares 2,473 $280K 0.06% +32 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 604 shares; 2026Q1: 561 shares; 2026Q2: 550 shares 550 $275K 0.06% -11 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 1,898 shares; 2026Q1: 1,927 shares; 2026Q2: 1,962 shares 1,962 $275K 0.06% +35 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 reported; 2024Q4: 1,115 shares; 2025Q1: 1,095 shares; 2025Q2: 1,096 shares; 2025Q3: 1,098 shares; 2025Q4: 1,104 shares; 2026Q1: 1,107 shares; 2026Q2: 1,085 shares 1,085 $264K 0.06% -22 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,624 shares; 2025Q4: 4,624 shares; 2026Q1: 4,624 shares; 2026Q2: 4,624 shares 4,624 $248K 0.05% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,996 shares; 2024Q4: 5,996 shares; 2025Q1: 5,996 shares; 2025Q2: 5,996 shares; 2025Q3: 5,996 shares; 2025Q4: 5,996 shares; 2026Q1: 5,996 shares; 2026Q2: 5,996 shares 5,996 $242K 0.05% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR 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: 2,481 shares 2,481 $232K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 316 shares 316 $229K 0.05% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE 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: 872 shares 872 $220K 0.05% new Timeline VXF 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: not reported; 2026Q2: 875 shares 875 $216K 0.05% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,225 shares; 2024Q4: 92,558 shares; 2025Q1: 86,901 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,691 shares; 2026Q2: 2,701 shares 2,701 $214K 0.04% +10 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 841 shares 841 $214K 0.04% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 436 shares 436 $211K 0.04% new Timeline BA BOEING CO More: the full row for BOEING CO 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: 969 shares 969 $210K 0.04% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,961 shares 3,961 $207K 0.04% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,762 shares 3,762 $207K 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE 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: 548 shares 548 $205K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 270 shares 270 $202K 0.04% new Timeline