IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,035 shares; 2024Q4: 56,657 shares; 2025Q1: 57,059 shares; 2025Q2: 59,377 shares; 2025Q3: 59,589 shares; 2025Q4: 62,635 shares; 2026Q1: 65,537 shares; 2026Q2: 71,089 shares 71,089 $53.2M 13.55% +5,552 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: 209,308 shares; 2024Q4: 225,803 shares; 2025Q1: 223,862 shares; 2025Q2: 229,649 shares; 2025Q3: 233,422 shares; 2025Q4: 234,810 shares; 2026Q1: 203,265 shares; 2026Q2: 246,229 shares 246,229 $24.4M 6.2% +42,964 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: 90,539 shares; 2024Q4: 90,777 shares; 2025Q1: 90,395 shares; 2025Q2: 92,042 shares; 2025Q3: 93,031 shares; 2025Q4: 96,663 shares; 2026Q1: 91,924 shares; 2026Q2: 87,738 shares 87,738 $20.8M 5.28% -4,186 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476,032 shares; 2024Q4: 606,781 shares; 2025Q1: 619,114 shares; 2025Q2: 627,613 shares; 2025Q3: 637,171 shares; 2025Q4: 682,014 shares; 2026Q1: 734,182 shares; 2026Q2: 832,801 shares 832,801 $19M 4.83% +98,619 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: 22,726 shares; 2024Q4: 44,309 shares; 2025Q1: 43,046 shares; 2025Q2: 40,915 shares; 2025Q3: 38,017 shares; 2025Q4: 36,345 shares; 2026Q1: 36,597 shares; 2026Q2: 47,653 shares 47,653 $17.8M 4.53% +11,056 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: 11,694 shares; 2024Q4: 11,878 shares; 2025Q1: 11,816 shares; 2025Q2: 12,266 shares; 2025Q3: 13,098 shares; 2025Q4: 12,684 shares; 2026Q1: 12,351 shares; 2026Q2: 12,128 shares 12,128 $14.5M 3.7% -223 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: 31,304 shares; 2024Q4: 47,833 shares; 2025Q1: 47,647 shares; 2025Q2: 48,138 shares; 2025Q3: 48,737 shares; 2025Q4: 49,395 shares; 2026Q1: 46,585 shares; 2026Q2: 50,214 shares 50,214 $12M 3.05% +3,629 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: 40,829 shares; 2024Q4: 41,665 shares; 2025Q1: 40,645 shares; 2025Q2: 43,529 shares; 2025Q3: 43,461 shares; 2025Q4: 34,300 shares; 2026Q1: 31,529 shares; 2026Q2: 32,713 shares 32,713 $11.6M 2.94% +1,184 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; 2024Q3: 40,205 shares; 2024Q4: 39,928 shares; 2025Q1: 30,112 shares; 2025Q2: 30,823 shares; 2025Q3: 30,367 shares; 2025Q4: 61,531 shares; 2026Q1: 60,969 shares; 2026Q2: 56,015 shares 56,015 $10.7M 2.72% -4,954 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: 12,838 shares; 2024Q4: 12,975 shares; 2025Q1: 11,645 shares; 2025Q2: 11,766 shares; 2025Q3: 11,887 shares; 2025Q4: 14,095 shares; 2026Q1: 14,431 shares; 2026Q2: 17,835 shares 17,835 $10M 2.56% +3,404 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,818 shares; 2025Q3: 135,298 shares; 2025Q4: 184,821 shares; 2026Q1: 207,689 shares; 2026Q2: 225,697 shares 225,697 $9.77M 2.49% +18,008 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: 124,522 shares; 2024Q4: 121,916 shares; 2025Q1: 158,211 shares; 2025Q2: 159,612 shares; 2025Q3: 160,611 shares; 2025Q4: 204,604 shares; 2026Q1: 176,302 shares; 2026Q2: 188,034 shares 188,034 $9.51M 2.42% +11,732 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: 18,035 shares; 2024Q4: 19,326 shares; 2025Q1: 18,552 shares; 2025Q2: 18,330 shares; 2025Q3: 18,953 shares; 2025Q4: 18,994 shares; 2026Q1: 18,387 shares; 2026Q2: 17,819 shares 17,819 $8.51M 2.17% -568 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: 21,379 shares; 2024Q4: 138,235 shares; 2025Q1: 144,051 shares; 2025Q2: 249,920 shares; 2025Q3: 251,721 shares; 2025Q4: 244,141 shares; 2026Q1: 219,251 shares; 2026Q2: 225,974 shares 225,974 $7.65M 1.95% +6,723 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; 2024Q3: 8,462 shares; 2024Q4: 17,664 shares; 2025Q1: 17,729 shares; 2025Q2: 20,356 shares; 2025Q3: 22,208 shares; 2025Q4: 23,377 shares; 2026Q1: 25,178 shares; 2026Q2: 21,543 shares 21,543 $7.35M 1.87% -3,635 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,188 shares; 2025Q3: 26,183 shares; 2025Q4: 28,525 shares; 2026Q1: 64,858 shares; 2026Q2: 71,432 shares 71,432 $6.9M 1.76% +6,574 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: 30,644 shares; 2024Q4: 36,053 shares; 2025Q1: 35,640 shares; 2025Q2: 37,246 shares; 2025Q3: 37,464 shares; 2025Q4: 37,306 shares; 2026Q1: 35,570 shares; 2026Q2: 33,124 shares 33,124 $6.63M 1.69% -2,446 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: 30,006 shares; 2024Q4: 46,777 shares; 2025Q1: 44,421 shares; 2025Q2: 44,826 shares; 2025Q3: 43,467 shares; 2025Q4: 41,319 shares; 2026Q1: 29,954 shares; 2026Q2: 21,410 shares 21,410 $6.2M 1.58% -8,544 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: 18,173 shares; 2024Q4: 18,143 shares; 2025Q1: 17,459 shares; 2025Q2: 17,364 shares; 2025Q3: 17,310 shares; 2025Q4: 17,699 shares; 2026Q1: 17,677 shares; 2026Q2: 18,029 shares 18,029 $5.9M 1.5% +352 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,488 shares; 2024Q4: 9,008 shares; 2025Q1: 8,229 shares; 2025Q2: 8,298 shares; 2025Q3: 9,541 shares; 2025Q4: 9,938 shares; 2026Q1: 10,941 shares; 2026Q2: 7,695 shares 7,695 $5.87M 1.49% -3,246 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 reported; 2024Q4: 10,509 shares; 2025Q1: 13,292 shares; 2025Q2: 13,300 shares; 2025Q3: 11,404 shares; 2025Q4: 11,029 shares; 2026Q1: 11,195 shares; 2026Q2: 15,103 shares 15,103 $5.71M 1.45% +3,908 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,355 shares; 2026Q1: 26,912 shares; 2026Q2: 55,120 shares 55,120 $5.63M 1.43% +28,208 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,367 shares; 2024Q4: 11,438 shares; 2025Q1: 12,318 shares; 2025Q2: 11,427 shares; 2025Q3: 13,471 shares; 2025Q4: 14,716 shares; 2026Q1: 15,052 shares; 2026Q2: 15,644 shares 15,644 $5.57M 1.42% +592 Timeline RAAX 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: 138,891 shares 138,891 $5.51M 1.4% new 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; 2024Q3: 66,980 shares; 2024Q4: 67,213 shares; 2025Q1: 70,065 shares; 2025Q2: 71,127 shares; 2025Q3: 71,413 shares; 2025Q4: 78,386 shares; 2026Q1: 82,894 shares; 2026Q2: 92,400 shares 92,400 $5.22M 1.33% +9,506 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,256 shares; 2024Q4: 2,724 shares; 2025Q1: 2,748 shares; 2025Q2: 2,764 shares; 2025Q3: 3,008 shares; 2025Q4: 3,469 shares; 2026Q1: 3,626 shares; 2026Q2: 3,875 shares 3,875 $5.16M 1.31% +249 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: 4,786 shares; 2024Q4: 6,128 shares; 2025Q1: 5,735 shares; 2025Q2: 5,743 shares; 2025Q3: 5,560 shares; 2025Q4: 5,633 shares; 2026Q1: 5,142 shares; 2026Q2: 5,169 shares 5,169 $4.84M 1.23% +27 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,707 shares; 2024Q4: 12,036 shares; 2025Q1: 11,984 shares; 2025Q2: 12,206 shares; 2025Q3: 12,959 shares; 2025Q4: 16,370 shares; 2026Q1: 14,610 shares; 2026Q2: 15,259 shares 15,259 $4.8M 1.22% +649 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: 3,390 shares; 2024Q4: 3,411 shares; 2025Q1: 3,371 shares; 2025Q2: 8,768 shares; 2025Q3: 8,918 shares; 2025Q4: 9,013 shares; 2026Q1: 8,640 shares; 2026Q2: 6,704 shares 6,704 $4.4M 1.12% -1,936 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 2,932 shares 2,932 $4.05M 1.03% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,017 shares; 2024Q4: 5,298 shares; 2025Q1: 5,461 shares; 2025Q2: 5,535 shares; 2025Q3: 5,856 shares; 2025Q4: 7,300 shares; 2026Q1: 7,564 shares; 2026Q2: 9,771 shares 9,771 $3.98M 1.01% +2,207 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: 9,509 shares; 2024Q4: 10,173 shares; 2025Q1: 9,844 shares; 2025Q2: 9,790 shares; 2025Q3: 10,100 shares; 2025Q4: 10,963 shares; 2026Q1: 10,964 shares; 2026Q2: 11,522 shares 11,522 $3.95M 1.01% +558 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,769 shares; 2024Q4: 15,303 shares; 2025Q1: 15,285 shares; 2025Q2: 14,879 shares; 2025Q3: 15,268 shares; 2025Q4: 20,000 shares; 2026Q1: 20,353 shares; 2026Q2: 22,036 shares 22,036 $3.91M 1% +1,683 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: 49,464 shares; 2024Q4: 61,681 shares; 2025Q1: 57,803 shares; 2025Q2: 57,761 shares; 2025Q3: 50,421 shares; 2025Q4: 46,743 shares; 2026Q1: 37,332 shares; 2026Q2: 34,235 shares 34,235 $3.88M 0.99% -3,097 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 16,259 shares; 2025Q4: 17,058 shares; 2026Q1: 17,503 shares; 2026Q2: 21,178 shares 21,178 $3.6M 0.92% +3,675 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: 21,196 shares; 2024Q4: 20,994 shares; 2025Q1: 20,050 shares; 2025Q2: 19,160 shares; 2025Q3: 19,559 shares; 2025Q4: 18,581 shares; 2026Q1: 19,101 shares; 2026Q2: 19,104 shares 19,104 $3.14M 0.8% +3 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 10,993 shares; 2026Q2: 11,450 shares 11,450 $2.81M 0.71% +457 Timeline IXC 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: not reported; 2026Q1: not reported; 2026Q2: 52,427 shares 52,427 $2.58M 0.66% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM 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: 88,906 shares 88,906 $2.44M 0.62% new Timeline NLR 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: 18,232 shares; 2025Q1: 22,550 shares; 2025Q2: 22,438 shares; 2025Q3: 22,775 shares; 2025Q4: 21,939 shares; 2026Q1: 19,220 shares; 2026Q2: 20,761 shares 20,761 $2.41M 0.61% +1,541 Timeline CTAS CINTAS CORP More: the full row for CINTAS 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: 13,304 shares; 2026Q2: 13,961 shares 13,961 $2.37M 0.6% +657 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares 1,008 $2.01M 0.51% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,586 shares; 2024Q4: 69,676 shares; 2025Q1: 74,027 shares; 2025Q2: 74,766 shares; 2025Q3: 75,264 shares; 2025Q4: 78,113 shares; 2026Q1: 83,684 shares; 2026Q2: 20,301 shares 20,301 $1.92M 0.49% -63,383 Timeline BRK-A 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.38% 0 Timeline XLG 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: 18,188 shares; 2024Q4: 18,139 shares; 2025Q1: 17,660 shares; 2025Q2: 18,689 shares; 2025Q3: 19,095 shares; 2025Q4: 21,029 shares; 2026Q1: 21,042 shares; 2026Q2: 22,602 shares 22,602 $1.38M 0.35% +1,560 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: 4,473 shares; 2025Q1: 4,423 shares; 2025Q2: 4,712 shares; 2025Q3: 4,498 shares; 2025Q4: 3,991 shares; 2026Q1: 3,034 shares; 2026Q2: 2,671 shares 2,671 $1.34M 0.34% -363 Timeline VEU 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 reported; 2024Q4: 33,284 shares; 2025Q1: 33,482 shares; 2025Q2: 33,589 shares; 2025Q3: 31,885 shares; 2025Q4: 22,767 shares; 2026Q1: 17,396 shares; 2026Q2: 15,166 shares 15,166 $1.27M 0.32% -2,230 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,276 shares; 2024Q4: 9,996 shares; 2025Q1: 9,705 shares; 2025Q2: 10,164 shares; 2025Q3: 10,392 shares; 2025Q4: 11,198 shares; 2026Q1: 11,730 shares; 2026Q2: 12,706 shares 12,706 $1.23M 0.31% +976 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 70,449 shares; 2026Q1: 75,692 shares; 2026Q2: 24,071 shares 24,071 $977K 0.25% -51,621 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: 3,069 shares; 2024Q4: 3,995 shares; 2025Q1: 3,836 shares; 2025Q2: 3,799 shares; 2025Q3: 3,776 shares; 2025Q4: 3,101 shares; 2026Q1: 2,897 shares; 2026Q2: 2,380 shares 2,380 $890K 0.23% -517 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS 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: 4,000 shares 4,000 $884K 0.23% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 753 shares 753 $869K 0.22% 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: not reported; 2024Q4: 27,649 shares; 2025Q1: 26,562 shares; 2025Q2: 25,999 shares; 2025Q3: 23,734 shares; 2025Q4: 20,232 shares; 2026Q1: 17,585 shares; 2026Q2: 14,946 shares 14,946 $852K 0.22% -2,639 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: 11,397 shares; 2024Q4: 11,160 shares; 2025Q1: 10,385 shares; 2025Q2: 9,760 shares; 2025Q3: 9,823 shares; 2025Q4: 9,079 shares; 2026Q1: 9,295 shares; 2026Q2: 8,874 shares 8,874 $847K 0.22% -421 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: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,355 shares; 2025Q3: 2,113 shares; 2025Q4: 1,733 shares; 2026Q1: 1,475 shares; 2026Q2: 1,215 shares 1,215 $834K 0.21% -260 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 reported; 2024Q4: 7,088 shares; 2025Q1: 7,004 shares; 2025Q2: 7,015 shares; 2025Q3: 6,621 shares; 2025Q4: 3,462 shares; 2026Q1: 2,151 shares; 2026Q2: 6,220 shares 6,220 $772K 0.2% +4,069 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: 967 shares; 2025Q1: 882 shares; 2025Q2: 839 shares; 2025Q3: 797 shares; 2025Q4: 654 shares; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $768K 0.2% 0 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: 2,984 shares; 2024Q4: 3,216 shares; 2025Q1: 3,164 shares; 2025Q2: 3,204 shares; 2025Q3: 3,063 shares; 2025Q4: 3,063 shares; 2026Q1: 3,063 shares; 2026Q2: 5,163 shares 5,163 $757K 0.19% +2,100 Timeline VIOO 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: not reported; 2024Q4: 6,165 shares; 2025Q1: 6,345 shares; 2025Q2: 6,451 shares; 2025Q3: 6,451 shares; 2025Q4: 5,894 shares; 2026Q1: 5,614 shares; 2026Q2: 5,352 shares 5,352 $736K 0.19% -262 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,242 shares; 2025Q1: 16,587 shares; 2025Q2: 17,477 shares; 2025Q3: 17,513 shares; 2025Q4: 17,403 shares; 2026Q1: 8,440 shares; 2026Q2: 8,458 shares 8,458 $716K 0.18% +18 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 reported; 2024Q4: 9,022 shares; 2025Q1: 9,022 shares; 2025Q2: 8,940 shares; 2025Q3: 8,940 shares; 2025Q4: 8,755 shares; 2026Q1: 8,699 shares; 2026Q2: 8,699 shares 8,699 $707K 0.18% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,320 shares 2,320 $691K 0.18% 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: not reported; 2024Q4: 7,012 shares; 2025Q1: 6,523 shares; 2025Q2: 6,084 shares; 2025Q3: 6,541 shares; 2025Q4: 5,779 shares; 2026Q1: 2,695 shares; 2026Q2: 1,916 shares 1,916 $685K 0.17% -779 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO 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: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $677K 0.17% new Timeline IWD 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: 5,956 shares; 2025Q1: 6,495 shares; 2025Q2: 6,119 shares; 2025Q3: 5,561 shares; 2025Q4: 4,171 shares; 2026Q1: 2,936 shares; 2026Q2: 2,786 shares 2,786 $675K 0.17% -150 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: 6,731 shares; 2024Q4: not reported; 2025Q1: 2,532 shares; 2025Q2: 3,717 shares; 2025Q3: 3,666 shares; 2025Q4: 4,259 shares; 2026Q1: 858 shares; 2026Q2: 859 shares 859 $641K 0.16% +1 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 8,264 shares; 2026Q1: 3,811 shares; 2026Q2: 3,813 shares 3,813 $623K 0.16% +2 Timeline SPAB 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: 25,333 shares; 2024Q4: 24,152 shares; 2025Q1: 21,932 shares; 2025Q2: 21,419 shares; 2025Q3: 21,953 shares; 2025Q4: 23,092 shares; 2026Q1: 23,382 shares; 2026Q2: 24,166 shares 24,166 $617K 0.16% +784 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 reported; 2024Q4: 14,261 shares; 2025Q1: 14,261 shares; 2025Q2: 14,271 shares; 2025Q3: 14,271 shares; 2025Q4: 8,116 shares; 2026Q1: 4,194 shares; 2026Q2: 3,636 shares 3,636 $575K 0.15% -558 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,177 shares; 2025Q1: 11,782 shares; 2025Q2: 12,551 shares; 2025Q3: 10,951 shares; 2025Q4: 9,857 shares; 2026Q1: 6,515 shares; 2026Q2: 5,486 shares 5,486 $561K 0.14% -1,029 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: 3,176 shares 3,176 $543K 0.14% new Timeline AOR 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: not reported; 2026Q1: not reported; 2026Q2: 7,717 shares 7,717 $536K 0.14% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 3,926 shares 3,926 $532K 0.14% new Timeline IBDU 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: 62,984 shares; 2025Q1: 64,185 shares; 2025Q2: 64,369 shares; 2025Q3: 60,707 shares; 2025Q4: 41,107 shares; 2026Q1: 33,020 shares; 2026Q2: 22,822 shares 22,822 $529K 0.13% -10,198 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753 shares; 2024Q4: 1,436 shares; 2025Q1: 1,348 shares; 2025Q2: 1,666 shares; 2025Q3: 1,667 shares; 2025Q4: 1,616 shares; 2026Q1: 1,449 shares; 2026Q2: 1,450 shares 1,450 $511K 0.13% +1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,918 shares; 2025Q1: 3,915 shares; 2025Q2: 3,609 shares; 2025Q3: 3,910 shares; 2025Q4: 3,584 shares; 2026Q1: 3,418 shares; 2026Q2: 3,128 shares 3,128 $506K 0.13% -290 Timeline VONE 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: 4,528 shares; 2025Q1: 4,363 shares; 2025Q2: 4,208 shares; 2025Q3: 4,209 shares; 2025Q4: 2,336 shares; 2026Q1: 2,240 shares; 2026Q2: 1,440 shares 1,440 $488K 0.12% -800 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,111 shares; 2025Q1: 1,113 shares; 2025Q2: 1,023 shares; 2025Q3: 1,024 shares; 2025Q4: 944 shares; 2026Q1: 944 shares; 2026Q2: 892 shares 892 $454K 0.12% -52 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,110 shares 4,110 $409K 0.1% new 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: 6,445 shares; 2025Q1: 5,804 shares; 2025Q2: 5,453 shares; 2025Q3: 5,457 shares; 2025Q4: 4,655 shares; 2026Q1: 3,927 shares; 2026Q2: 1,875 shares 1,875 $409K 0.1% -2,052 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: 114,351 shares; 2024Q4: 120,730 shares; 2025Q1: 121,015 shares; 2025Q2: 126,662 shares; 2025Q3: 129,240 shares; 2025Q4: 133,970 shares; 2026Q1: 7,853 shares; 2026Q2: 6,588 shares 6,588 $400K 0.1% -1,265 Timeline SPYG 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: 3,659 shares; 2024Q4: 3,609 shares; 2025Q1: 3,375 shares; 2025Q2: 3,146 shares; 2025Q3: 3,136 shares; 2025Q4: 3,349 shares; 2026Q1: 3,433 shares; 2026Q2: 3,289 shares 3,289 $391K 0.1% -144 Timeline WAFD WAFD INC More: the full row for WAFD 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: 10,164 shares 10,164 $390K 0.1% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,618 shares; 2025Q1: 14,289 shares; 2025Q2: 15,564 shares; 2025Q3: 15,045 shares; 2025Q4: 9,170 shares; 2026Q1: 8,470 shares; 2026Q2: 6,660 shares 6,660 $352K 0.09% -1,810 Timeline SLYV 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: 3,940 shares; 2025Q1: 4,164 shares; 2025Q2: 3,822 shares; 2025Q3: 3,717 shares; 2025Q4: 3,141 shares; 2026Q1: 3,227 shares; 2026Q2: 3,227 shares 3,227 $352K 0.09% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,634 shares; 2024Q4: 24,789 shares; 2025Q1: 24,789 shares; 2025Q2: 24,907 shares; 2025Q3: 24,407 shares; 2025Q4: 24,496 shares; 2026Q1: 23,996 shares; 2026Q2: 24,079 shares 24,079 $332K 0.08% +83 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES 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: 4,882 shares; 2025Q3: 4,882 shares; 2025Q4: 4,882 shares; 2026Q1: 6,452 shares; 2026Q2: 6,452 shares 6,452 $323K 0.08% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES 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: 2,776 shares; 2026Q2: 2,637 shares 2,637 $309K 0.08% -139 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: not reported; 2024Q4: 3,999 shares; 2025Q1: 4,003 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $307K 0.08% 0 Timeline DSI 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: 1,809 shares; 2025Q3: 1,809 shares; 2025Q4: 1,809 shares; 2026Q1: 2,155 shares; 2026Q2: 2,155 shares 2,155 $307K 0.08% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,259 shares; 2025Q3: 2,260 shares; 2025Q4: 2,103 shares; 2026Q1: 2,168 shares; 2026Q2: 2,168 shares 2,168 $294K 0.07% 0 Timeline EAGG 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: not reported; 2026Q1: 6,140 shares; 2026Q2: 6,140 shares 6,140 $291K 0.07% 0 Timeline XLV 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: 1,487 shares; 2024Q4: 1,788 shares; 2025Q1: 1,788 shares; 2025Q2: 1,920 shares; 2025Q3: 2,007 shares; 2025Q4: 1,943 shares; 2026Q1: 1,833 shares; 2026Q2: 1,833 shares 1,833 $291K 0.07% 0 Timeline SCHE 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: 10,752 shares; 2025Q1: 10,752 shares; 2025Q2: 11,036 shares; 2025Q3: 10,286 shares; 2025Q4: 9,772 shares; 2026Q1: 8,422 shares; 2026Q2: 7,874 shares 7,874 $286K 0.07% -548 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 5,534 shares; 2026Q1: 5,615 shares; 2026Q2: 5,885 shares 5,885 $268K 0.07% +270 Timeline IVOO 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: not reported; 2024Q4: 2,089 shares; 2025Q1: 2,089 shares; 2025Q2: 2,074 shares; 2025Q3: 2,074 shares; 2025Q4: 1,971 shares; 2026Q1: 1,971 shares; 2026Q2: 1,971 shares 1,971 $257K 0.07% 0 Timeline VONG 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: 3,792 shares; 2025Q1: 3,723 shares; 2025Q2: 3,723 shares; 2025Q3: 3,723 shares; 2025Q4: 1,643 shares; 2026Q1: 1,948 shares; 2026Q2: 1,948 shares 1,948 $249K 0.06% 0 Timeline XMHQ 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: 40,519 shares; 2024Q4: 46,627 shares; 2025Q1: 49,537 shares; 2025Q2: 51,284 shares; 2025Q3: 52,025 shares; 2025Q4: 5,240 shares; 2026Q1: 3,693 shares; 2026Q2: 2,196 shares 2,196 $248K 0.06% -1,497 Timeline VGSH 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: 8,542 shares; 2024Q4: 6,744 shares; 2025Q1: 6,744 shares; 2025Q2: 6,744 shares; 2025Q3: 6,744 shares; 2025Q4: 6,744 shares; 2026Q1: 4,192 shares; 2026Q2: 4,192 shares 4,192 $244K 0.06% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 397 shares 397 $231K 0.06% new Timeline ESGD 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: not reported; 2026Q1: 2,256 shares; 2026Q2: 2,207 shares 2,207 $227K 0.06% -49 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: 51,655 shares; 2024Q4: 21,928 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,508 shares 1,508 $224K 0.06% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 193 shares 193 $205K 0.05% new Timeline