IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,030 shares; 2024Q4: 169,777 shares; 2025Q1: 164,746 shares; 2025Q2: 160,956 shares; 2025Q3: 155,531 shares; 2025Q4: 153,309 shares; 2026Q1: 151,512 shares; 2026Q2: 151,191 shares 151,191 $113M 18.05% -321 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,465,060 shares; 2024Q4: 1,484,772 shares; 2025Q1: 1,517,059 shares; 2025Q2: 1,537,781 shares; 2025Q3: 1,596,379 shares; 2025Q4: 1,655,868 shares; 2026Q1: 1,709,627 shares; 2026Q2: 1,718,938 shares 1,718,938 $86.3M 13.77% +9,311 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622,061 shares; 2024Q4: 614,536 shares; 2025Q1: 612,625 shares; 2025Q2: 619,902 shares; 2025Q3: 619,638 shares; 2025Q4: 619,836 shares; 2026Q1: 619,938 shares; 2026Q2: 618,166 shares 618,166 $77.1M 12.3% -1,772 Timeline DIHP 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: 1,662,036 shares; 2024Q4: 1,665,927 shares; 2025Q1: 1,683,254 shares; 2025Q2: 1,697,956 shares; 2025Q3: 1,716,270 shares; 2025Q4: 1,725,996 shares; 2026Q1: 1,713,676 shares; 2026Q2: 1,719,319 shares 1,719,319 $58.7M 9.35% +5,643 Timeline DUHP 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: 1,305,322 shares; 2024Q4: 1,291,353 shares; 2025Q1: 1,286,269 shares; 2025Q2: 1,281,835 shares; 2025Q3: 1,261,271 shares; 2025Q4: 1,272,198 shares; 2026Q1: 1,311,703 shares; 2026Q2: 1,344,748 shares 1,344,748 $56.1M 8.95% +33,045 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; 2024Q3: 69,364 shares; 2024Q4: 68,786 shares; 2025Q1: 71,934 shares; 2025Q2: 76,269 shares; 2025Q3: 81,142 shares; 2025Q4: 83,258 shares; 2026Q1: 89,121 shares; 2026Q2: 93,215 shares 93,215 $34.5M 5.5% +4,094 Timeline DFIS 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: 9,448 shares; 2026Q1: 641,157 shares; 2026Q2: 687,488 shares 687,488 $24.1M 3.84% +46,331 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: 53,141 shares; 2024Q4: 52,512 shares; 2025Q1: 51,663 shares; 2025Q2: 46,908 shares; 2025Q3: 46,982 shares; 2025Q4: 46,728 shares; 2026Q1: 47,099 shares; 2026Q2: 48,053 shares 48,053 $24M 3.83% +954 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 3,498 shares; 2026Q1: 215,718 shares; 2026Q2: 231,651 shares 231,651 $23.9M 3.81% +15,933 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 331,745 shares; 2025Q2: 328,830 shares; 2025Q3: 328,557 shares; 2025Q4: 323,872 shares; 2026Q1: 314,060 shares; 2026Q2: 305,418 shares 305,418 $16.5M 2.63% -8,642 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: 57,150 shares; 2024Q4: 56,727 shares; 2025Q1: 53,804 shares; 2025Q2: 53,638 shares; 2025Q3: 53,755 shares; 2025Q4: 53,745 shares; 2026Q1: 53,461 shares; 2026Q2: 55,517 shares 55,517 $16.1M 2.56% +2,056 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: 88,598 shares; 2024Q4: 84,509 shares; 2025Q1: 83,521 shares; 2025Q2: 81,488 shares; 2025Q3: 81,345 shares; 2025Q4: 81,411 shares; 2026Q1: 80,160 shares; 2026Q2: 79,969 shares 79,969 $13.1M 2.09% -191 Timeline DFAR 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: 391,307 shares; 2024Q4: 388,017 shares; 2025Q1: 389,126 shares; 2025Q2: 398,941 shares; 2025Q3: 413,093 shares; 2025Q4: 422,647 shares; 2026Q1: 428,038 shares; 2026Q2: 435,281 shares 435,281 $11.4M 1.82% +7,243 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,518 shares; 2024Q4: 137,770 shares; 2025Q1: 134,766 shares; 2025Q2: 138,051 shares; 2025Q3: 139,893 shares; 2025Q4: 142,670 shares; 2026Q1: 139,713 shares; 2026Q2: 140,180 shares 140,180 $9.44M 1.5% +467 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: 57,818 shares; 2024Q4: 57,702 shares; 2025Q1: 56,665 shares; 2025Q2: 57,730 shares; 2025Q3: 59,609 shares; 2025Q4: 60,980 shares; 2026Q1: 61,023 shares; 2026Q2: 60,856 shares 60,856 $9.39M 1.5% -167 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: 14,878 shares; 2024Q4: 14,368 shares; 2025Q1: 14,351 shares; 2025Q2: 14,753 shares; 2025Q3: 14,766 shares; 2025Q4: 14,777 shares; 2026Q1: 14,787 shares; 2026Q2: 15,785 shares 15,785 $5.64M 0.9% +998 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 8,057 shares; 2025Q3: 8,878 shares; 2025Q4: 17,435 shares; 2026Q1: 47,591 shares; 2026Q2: 66,715 shares 66,715 $5.17M 0.82% +19,124 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: 12,168 shares; 2024Q4: 12,091 shares; 2025Q1: 12,070 shares; 2025Q2: 12,279 shares; 2025Q3: 12,289 shares; 2025Q4: 11,980 shares; 2026Q1: 11,988 shares; 2026Q2: 12,890 shares 12,890 $4.55M 0.73% +902 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: 11,089 shares; 2024Q4: 10,156 shares; 2025Q1: 10,131 shares; 2025Q2: 9,550 shares; 2025Q3: 9,467 shares; 2025Q4: 9,685 shares; 2026Q1: 9,714 shares; 2026Q2: 9,738 shares 9,738 $3.63M 0.58% +24 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: 33,446 shares; 2024Q4: 31,842 shares; 2025Q1: 32,278 shares; 2025Q2: 31,836 shares; 2025Q3: 31,253 shares; 2025Q4: 30,648 shares; 2026Q1: 30,559 shares; 2026Q2: 30,496 shares 30,496 $2.3M 0.37% -63 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE 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: 4,017 shares; 2025Q4: 11,480 shares; 2026Q1: 16,952 shares; 2026Q2: 20,615 shares 20,615 $2.14M 0.34% +3,663 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,287 shares 19,287 $1.94M 0.31% new Timeline DFAI 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: 8,041 shares; 2024Q4: 8,102 shares; 2025Q1: 8,127 shares; 2025Q2: 8,233 shares; 2025Q3: 9,324 shares; 2025Q4: 16,468 shares; 2026Q1: 31,579 shares; 2026Q2: 44,394 shares 44,394 $1.83M 0.29% +12,815 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: 10,271 shares; 2024Q4: 9,710 shares; 2025Q1: 9,251 shares; 2025Q2: 9,013 shares; 2025Q3: 9,013 shares; 2025Q4: 9,014 shares; 2026Q1: 7,548 shares; 2026Q2: 7,547 shares 7,547 $1.8M 0.29% -1 Timeline IUSG ISHARES TR More: the full row for ISHARES 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: 2,113 shares; 2026Q1: 2,116 shares; 2026Q2: 9,470 shares 9,470 $1.78M 0.28% +7,354 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: 4,469 shares; 2024Q4: 3,839 shares; 2025Q1: 3,845 shares; 2025Q2: 3,851 shares; 2025Q3: 3,857 shares; 2025Q4: 3,865 shares; 2026Q1: 3,873 shares; 2026Q2: 3,881 shares 3,881 $1.33M 0.21% +8 Timeline FLEX FLEX LTD More: the full row for FLEX LTD 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: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $1.13M 0.18% 0 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,483 shares; 2024Q4: 21,656 shares; 2025Q1: 21,775 shares; 2025Q2: 21,759 shares; 2025Q3: 21,900 shares; 2025Q4: 22,140 shares; 2026Q1: 22,156 shares; 2026Q2: 22,272 shares 22,272 $1.06M 0.17% +116 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: 8,257 shares; 2024Q4: 8,209 shares; 2025Q1: 8,262 shares; 2025Q2: 8,213 shares; 2025Q3: 8,261 shares; 2025Q4: 8,358 shares; 2026Q1: 8,403 shares; 2026Q2: 8,631 shares 8,631 $1.01M 0.16% +228 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: 5,128 shares; 2024Q4: 5,128 shares; 2025Q1: 5,128 shares; 2025Q2: 2,199 shares; 2025Q3: 2,199 shares; 2025Q4: 2,199 shares; 2026Q1: 2,208 shares; 2026Q2: 2,208 shares 2,208 $929K 0.15% 0 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: 2,413 shares; 2024Q4: 2,419 shares; 2025Q1: 2,425 shares; 2025Q2: 2,431 shares; 2025Q3: 2,437 shares; 2025Q4: 2,442 shares; 2026Q1: 2,448 shares; 2026Q2: 2,452 shares 2,452 $909K 0.14% +4 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: 1,495 shares; 2024Q4: 1,496 shares; 2025Q1: 1,498 shares; 2025Q2: 1,499 shares; 2025Q3: 1,500 shares; 2025Q4: 1,505 shares; 2026Q1: 1,506 shares; 2026Q2: 1,545 shares 1,545 $870K 0.14% +39 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: 4,402 shares; 2024Q4: 4,254 shares; 2025Q1: 4,133 shares; 2025Q2: 5,959 shares; 2025Q3: 6,010 shares; 2025Q4: 6,060 shares; 2026Q1: 6,078 shares; 2026Q2: 6,118 shares 6,118 $837K 0.13% +40 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: 1,091 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,103 shares; 2025Q4: 1,105 shares; 2026Q1: 1,106 shares; 2026Q2: 1,107 shares 1,107 $800K 0.13% +1 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: 2,596 shares; 2024Q4: 2,480 shares; 2025Q1: 2,398 shares; 2025Q2: 2,373 shares; 2025Q3: 2,389 shares; 2025Q4: 2,385 shares; 2026Q1: 2,397 shares; 2026Q2: 2,413 shares 2,413 $613K 0.1% +16 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS 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: 3,957 shares; 2026Q1: 7,075 shares; 2026Q2: 7,075 shares 7,075 $607K 0.1% 0 Timeline BWZ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,920 shares; 2025Q3: 20,027 shares; 2025Q4: 20,162 shares; 2026Q1: 20,227 shares; 2026Q2: 20,335 shares 20,335 $544K 0.09% +108 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: 4,940 shares; 2024Q4: 4,680 shares; 2025Q1: 4,680 shares; 2025Q2: 4,765 shares; 2025Q3: 4,765 shares; 2025Q4: 4,857 shares; 2026Q1: 4,857 shares; 2026Q2: 5,159 shares 5,159 $498K 0.08% +302 Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,606 shares; 2024Q4: 53,606 shares; 2025Q1: 53,606 shares; 2025Q2: 53,606 shares; 2025Q3: 53,606 shares; 2025Q4: 53,606 shares; 2026Q1: 40,706 shares; 2026Q2: 36,636 shares 36,636 $461K 0.07% -4,070 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,188 shares; 2024Q4: 7,258 shares; 2025Q1: 7,258 shares; 2025Q2: 7,025 shares; 2025Q3: 7,025 shares; 2025Q4: 7,095 shares; 2026Q1: 7,095 shares; 2026Q2: 7,095 shares 7,095 $446K 0.07% 0 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: 9,444 shares; 2024Q4: 14,518 shares; 2025Q1: 14,518 shares; 2025Q2: 14,611 shares; 2025Q3: 14,611 shares; 2025Q4: 15,190 shares; 2026Q1: 15,190 shares; 2026Q2: 15,986 shares 15,986 $443K 0.07% +796 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,504 shares; 2026Q2: 2,504 shares 2,504 $439K 0.07% 0 Timeline BWX 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,250 shares; 2025Q3: 19,358 shares; 2025Q4: 19,510 shares; 2026Q1: 19,579 shares; 2026Q2: 19,698 shares 19,698 $427K 0.07% +119 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,106 shares; 2024Q4: 3,131 shares; 2025Q1: 3,153 shares; 2025Q2: 3,177 shares; 2025Q3: 3,199 shares; 2025Q4: 3,220 shares; 2026Q1: 3,239 shares; 2026Q2: 3,260 shares 3,260 $412K 0.07% +21 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,124 shares; 2024Q4: 1,154 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 1,118 shares; 2026Q1: 1,106 shares; 2026Q2: 1,106 shares 1,106 $407K 0.06% 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: 1,422 shares; 2024Q4: 1,136 shares; 2025Q1: 1,146 shares; 2025Q2: 1,169 shares; 2025Q3: 1,173 shares; 2025Q4: 1,179 shares; 2026Q1: 1,185 shares; 2026Q2: 1,190 shares 1,190 $389K 0.06% +5 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 903 shares; 2024Q4: 893 shares; 2025Q1: 896 shares; 2025Q2: 903 shares; 2025Q3: 909 shares; 2025Q4: 917 shares; 2026Q1: 922 shares; 2026Q2: 928 shares 928 $386K 0.06% +6 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: 4,841 shares; 2024Q4: 4,712 shares; 2025Q1: 4,733 shares; 2025Q2: 4,710 shares; 2025Q3: 4,731 shares; 2025Q4: 4,848 shares; 2026Q1: 5,384 shares; 2026Q2: 5,036 shares 5,036 $359K 0.06% -348 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493 $355K 0.06% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,390 shares; 2024Q4: 3,419 shares; 2025Q1: 3,446 shares; 2025Q2: 3,475 shares; 2025Q3: 3,503 shares; 2025Q4: 3,533 shares; 2026Q1: 3,560 shares; 2026Q2: 3,589 shares 3,589 $343K 0.05% +29 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196 shares; 2024Q4: 1,187 shares; 2025Q1: 1,194 shares; 2025Q2: 1,201 shares; 2025Q3: 1,208 shares; 2025Q4: 1,218 shares; 2026Q1: 1,226 shares; 2026Q2: 1,239 shares 1,239 $335K 0.05% +13 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 320 shares; 2026Q1: 321 shares; 2026Q2: 321 shares 321 $325K 0.05% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,964 shares; 2024Q4: 3,758 shares; 2025Q1: 3,637 shares; 2025Q2: 3,667 shares; 2025Q3: 3,699 shares; 2025Q4: 3,749 shares; 2026Q1: 2,888 shares; 2026Q2: 2,933 shares 2,933 $325K 0.05% +45 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,109 shares; 2024Q4: 1,112 shares; 2025Q1: 1,115 shares; 2025Q2: 1,119 shares; 2025Q3: 1,121 shares; 2025Q4: 1,136 shares; 2026Q1: 1,139 shares; 2026Q2: 1,142 shares 1,142 $320K 0.05% +3 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: 7,554 shares; 2024Q4: 7,681 shares; 2025Q1: 7,805 shares; 2025Q2: 7,936 shares; 2025Q3: 8,073 shares; 2025Q4: 8,211 shares; 2026Q1: 8,338 shares; 2026Q2: 8,458 shares 8,458 $311K 0.05% +120 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,773 shares; 2024Q4: 2,791 shares; 2025Q1: 2,795 shares; 2025Q2: 2,838 shares; 2025Q3: 2,869 shares; 2025Q4: 2,907 shares; 2026Q1: 2,907 shares; 2026Q2: 2,962 shares 2,962 $303K 0.05% +55 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 582 shares; 2026Q2: 3,492 shares 3,492 $301K 0.05% +2,910 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,439 shares; 2024Q4: 12,625 shares; 2025Q1: 12,731 shares; 2025Q2: 12,286 shares; 2025Q3: 12,500 shares; 2025Q4: 12,708 shares; 2026Q1: 12,856 shares; 2026Q2: 11,584 shares 11,584 $279K 0.04% -1,272 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: 1,950 shares; 2026Q1: 1,968 shares; 2026Q2: 1,981 shares 1,981 $277K 0.04% +13 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 reported; 2024Q4: not reported; 2025Q1: 431 shares; 2025Q2: 363 shares; 2025Q3: 390 shares; 2025Q4: 392 shares; 2026Q1: 393 shares; 2026Q2: 394 shares 394 $271K 0.04% +1 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD 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: 1,725 shares; 2026Q1: 1,729 shares; 2026Q2: 1,732 shares 1,732 $269K 0.04% +3 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,055 shares; 2025Q4: 3,110 shares; 2026Q1: 3,114 shares; 2026Q2: 3,127 shares 3,127 $267K 0.04% +13 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: 710 shares; 2025Q4: 710 shares; 2026Q1: 711 shares; 2026Q2: 712 shares 712 $266K 0.04% +1 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: 1,853 shares; 2024Q4: 1,581 shares; 2025Q1: 1,337 shares; 2025Q2: 1,337 shares; 2025Q3: 1,281 shares; 2025Q4: 1,294 shares; 2026Q1: 1,200 shares; 2026Q2: 1,206 shares 1,206 $263K 0.04% +6 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,830 shares; 2026Q1: 2,833 shares; 2026Q2: 2,871 shares 2,871 $256K 0.04% +38 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,362 shares; 2024Q4: 12,147 shares; 2025Q1: 14,394 shares; 2025Q2: 12,098 shares; 2025Q3: 12,138 shares; 2025Q4: 12,183 shares; 2026Q1: 12,203 shares; 2026Q2: 12,246 shares 12,246 $253K 0.04% +43 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: 347 shares; 2025Q1: 398 shares; 2025Q2: 373 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 358 shares; 2026Q2: 338 shares 338 $253K 0.04% -20 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,876 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,782 shares; 2025Q4: 2,801 shares; 2026Q1: 3,048 shares; 2026Q2: 2,840 shares 2,840 $249K 0.04% -208 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,022 shares; 2025Q4: 4,042 shares; 2026Q1: not reported; 2026Q2: 4,336 shares 4,336 $247K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,670 shares 1,670 $241K 0.04% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 2,000 shares; 2026Q2: 2,000 shares 2,000 $238K 0.04% 0 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: 1,126 shares; 2024Q4: 1,073 shares; 2025Q1: 1,079 shares; 2025Q2: 1,027 shares; 2025Q3: 1,029 shares; 2025Q4: 1,037 shares; 2026Q1: 976 shares; 2026Q2: 980 shares 980 $238K 0.04% +4 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,226 shares; 2025Q4: 1,239 shares; 2026Q1: 1,243 shares; 2026Q2: 1,251 shares 1,251 $237K 0.04% +8 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 2,833 shares; 2026Q2: 2,852 shares 2,852 $212K 0.03% +19 Timeline