MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,428 shares; 2024Q4: 6,585 shares; 2025Q1: 28,062 shares; 2025Q2: 24,526 shares; 2025Q3: 23,813 shares; 2025Q4: 23,359 shares; 2026Q1: 24,069 shares; 2026Q2: 22,313 shares 22,313 $8.32M 8.94% -1,756 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,189 shares; 2024Q4: 8,771 shares; 2025Q1: 52,270 shares; 2025Q2: 93,162 shares; 2025Q3: 83,788 shares; 2025Q4: 80,008 shares; 2026Q1: 86,538 shares; 2026Q2: 76,672 shares 76,672 $7.72M 8.29% -9,866 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: 9,095 shares; 2024Q4: 8,886 shares; 2025Q1: 8,808 shares; 2025Q2: 8,663 shares; 2025Q3: 8,684 shares; 2025Q4: 8,412 shares; 2026Q1: 8,697 shares; 2026Q2: 8,710 shares 8,710 $6.52M 7.01% +13 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: 21,819 shares; 2024Q4: 27,829 shares; 2025Q1: 32,269 shares; 2025Q2: 33,315 shares; 2025Q3: 32,116 shares; 2025Q4: 24,816 shares; 2026Q1: 25,996 shares; 2026Q2: 25,785 shares 25,785 $5.16M 5.54% -211 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: 5,540 shares; 2024Q4: 5,957 shares; 2025Q1: 13,580 shares; 2025Q2: 13,521 shares; 2025Q3: 13,507 shares; 2025Q4: 13,057 shares; 2026Q1: 12,912 shares; 2026Q2: 12,599 shares 12,599 $3.65M 3.92% -313 Timeline NAVN NAVAN INC More: the full row for NAVAN 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: 146,296 shares 146,296 $3.35M 3.59% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,285 shares; 2025Q2: 70,267 shares; 2025Q3: 77,763 shares; 2025Q4: 81,276 shares; 2026Q1: 96,318 shares; 2026Q2: 95,614 shares 95,614 $2.88M 3.1% -704 Timeline FNDF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,607 shares; 2026Q1: 51,759 shares; 2026Q2: 51,238 shares 51,238 $2.7M 2.9% -521 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,782 shares; 2024Q4: 10,545 shares; 2025Q1: 10,419 shares; 2025Q2: 10,145 shares; 2025Q3: 9,920 shares; 2025Q4: 9,438 shares; 2026Q1: 11,425 shares; 2026Q2: 11,425 shares 11,425 $2.59M 2.79% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,695 shares; 2024Q4: 59,993 shares; 2025Q1: 58,542 shares; 2025Q2: 57,221 shares; 2025Q3: 57,485 shares; 2025Q4: 60,447 shares; 2026Q1: 59,305 shares; 2026Q2: 56,438 shares 56,438 $2.27M 2.44% -2,867 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: 13,407 shares; 2024Q4: 12,696 shares; 2025Q1: 7,616 shares; 2025Q2: 7,616 shares; 2025Q3: 8,476 shares; 2025Q4: 8,891 shares; 2026Q1: 9,681 shares; 2026Q2: 9,676 shares 9,676 $2.11M 2.26% -5 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: 4,949 shares; 2024Q4: 5,475 shares; 2025Q1: 5,557 shares; 2025Q2: 5,289 shares; 2025Q3: 5,310 shares; 2025Q4: 5,267 shares; 2026Q1: 2,980 shares; 2026Q2: 2,861 shares 2,861 $2.07M 2.22% -119 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: 4,757 shares; 2024Q4: 4,761 shares; 2025Q1: 6,726 shares; 2025Q2: 6,564 shares; 2025Q3: 6,596 shares; 2025Q4: 6,596 shares; 2026Q1: 6,686 shares; 2026Q2: 6,686 shares 6,686 $1.7M 1.82% 0 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,351 shares; 2025Q2: 16,402 shares; 2025Q3: 15,705 shares; 2025Q4: 16,254 shares; 2026Q1: 15,519 shares; 2026Q2: 15,359 shares 15,359 $1.67M 1.8% -160 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: 3,410 shares; 2024Q4: 3,282 shares; 2025Q1: 5,180 shares; 2025Q2: 5,246 shares; 2025Q3: 5,635 shares; 2025Q4: 4,925 shares; 2026Q1: 4,238 shares; 2026Q2: 4,282 shares 4,282 $1.53M 1.64% +44 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: 1,829 shares; 2025Q1: not reported; 2025Q2: 1,829 shares; 2025Q3: 1,829 shares; 2025Q4: 5,277 shares; 2026Q1: 5,259 shares; 2026Q2: 5,214 shares 5,214 $1.36M 1.46% -45 Timeline VT 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: 7,560 shares; 2024Q4: 7,560 shares; 2025Q1: 7,560 shares; 2025Q2: 7,560 shares; 2025Q3: 7,560 shares; 2025Q4: 7,560 shares; 2026Q1: 8,031 shares; 2026Q2: 8,290 shares 8,290 $1.3M 1.4% +259 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: 3,413 shares; 2024Q4: 3,395 shares; 2025Q1: 2,526 shares; 2025Q2: 2,526 shares; 2025Q3: 2,351 shares; 2025Q4: 2,497 shares; 2026Q1: 2,458 shares; 2026Q2: 14,748 shares 14,748 $1.27M 1.36% +12,290 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,260 shares; 2024Q4: 8,260 shares; 2025Q1: 8,260 shares; 2025Q2: 8,260 shares; 2025Q3: 8,260 shares; 2025Q4: 8,260 shares; 2026Q1: 8,260 shares; 2026Q2: 8,080 shares 8,080 $1.27M 1.36% -180 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: 646 shares; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 1,014 shares; 2026Q2: 1,614 shares 1,614 $1.21M 1.29% +600 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: 1,610 shares; 2024Q4: 1,738 shares; 2025Q1: 2,748 shares; 2025Q2: 2,717 shares; 2025Q3: 3,055 shares; 2025Q4: 3,055 shares; 2026Q1: 3,594 shares; 2026Q2: 3,533 shares 3,533 $1.16M 1.24% -61 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: 56,984 shares; 2024Q4: 57,613 shares; 2025Q1: 58,147 shares; 2025Q2: 56,542 shares; 2025Q3: 55,339 shares; 2025Q4: 55,746 shares; 2026Q1: 55,036 shares; 2026Q2: 55,536 shares 55,536 $1.15M 1.23% +500 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,143 shares; 2024Q4: 10,524 shares; 2025Q1: 10,447 shares; 2025Q2: 10,006 shares; 2025Q3: 8,578 shares; 2025Q4: 8,578 shares; 2026Q1: 10,682 shares; 2026Q2: 10,763 shares 10,763 $1.15M 1.23% +81 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: 11,504 shares; 2024Q4: 11,196 shares; 2025Q1: 10,731 shares; 2025Q2: 10,271 shares; 2025Q3: 10,222 shares; 2025Q4: 9,788 shares; 2026Q1: 9,447 shares; 2026Q2: 9,274 shares 9,274 $1.09M 1.17% -173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,152 shares; 2026Q2: 3,160 shares 3,160 $1.08M 1.16% +8 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: 1,779 shares; 2024Q4: 2,241 shares; 2025Q1: 2,175 shares; 2025Q2: 2,178 shares; 2025Q3: 2,619 shares; 2025Q4: 2,668 shares; 2026Q1: 2,861 shares; 2026Q2: 2,861 shares 2,861 $1.07M 1.15% 0 Timeline DTCR 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: 86,874 shares; 2024Q4: 55,547 shares; 2025Q1: 54,294 shares; 2025Q2: 31,350 shares; 2025Q3: 35,030 shares; 2025Q4: 35,868 shares; 2026Q1: 34,574 shares; 2026Q2: 34,688 shares 34,688 $1.05M 1.13% +114 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: 2,186 shares; 2024Q4: 2,187 shares; 2025Q1: 2,187 shares; 2025Q2: 2,187 shares; 2025Q3: 2,187 shares; 2025Q4: 2,187 shares; 2026Q1: 2,187 shares; 2026Q2: 2,837 shares 2,837 $1.05M 1.13% +650 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,082 shares; 2024Q4: 9,037 shares; 2025Q1: 8,308 shares; 2025Q2: 7,811 shares; 2025Q3: 7,644 shares; 2025Q4: 7,644 shares; 2026Q1: 7,267 shares; 2026Q2: 7,177 shares 7,177 $1.04M 1.11% -90 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: 8,593 shares; 2024Q4: 8,477 shares; 2025Q1: 13,895 shares; 2025Q2: 13,895 shares; 2025Q3: 14,469 shares; 2025Q4: 14,918 shares; 2026Q1: 14,539 shares; 2026Q2: 14,391 shares 14,391 $1.03M 1.1% -148 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: 3,852 shares; 2024Q4: 3,898 shares; 2025Q1: 3,838 shares; 2025Q2: 3,711 shares; 2025Q3: 3,634 shares; 2025Q4: 3,738 shares; 2026Q1: 2,603 shares; 2026Q2: 2,603 shares 2,603 $920K 0.99% 0 Timeline SPYD 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: 31,337 shares; 2024Q4: 27,085 shares; 2025Q1: 25,318 shares; 2025Q2: 24,488 shares; 2025Q3: 18,808 shares; 2025Q4: 17,899 shares; 2026Q1: 18,563 shares; 2026Q2: 18,645 shares 18,645 $890K 0.96% +82 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: 3,807 shares; 2024Q4: 3,932 shares; 2025Q1: 5,516 shares; 2025Q2: 2,930 shares; 2025Q3: 2,935 shares; 2025Q4: 2,861 shares; 2026Q1: 3,405 shares; 2026Q2: 3,393 shares 3,393 $854K 0.92% -12 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: 969 shares; 2024Q4: 964 shares; 2025Q1: 1,110 shares; 2025Q2: 1,092 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 835 shares; 2026Q2: 835 shares 835 $844K 0.91% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,716 shares; 2024Q4: 4,900 shares; 2025Q1: 4,644 shares; 2025Q2: 4,635 shares; 2025Q3: 4,586 shares; 2025Q4: 4,586 shares; 2026Q1: 4,047 shares; 2026Q2: 3,836 shares 3,836 $842K 0.9% -211 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,535 shares; 2025Q2: 10,458 shares; 2025Q3: 10,005 shares; 2025Q4: 10,276 shares; 2026Q1: 13,194 shares; 2026Q2: 13,229 shares 13,229 $831K 0.89% +35 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: 2,427 shares; 2024Q4: 2,533 shares; 2025Q1: 2,522 shares; 2025Q2: 2,497 shares; 2025Q3: 2,509 shares; 2025Q4: 2,605 shares; 2026Q1: 2,725 shares; 2026Q2: 2,383 shares 2,383 $818K 0.88% -342 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,172 shares; 2025Q1: 33,907 shares; 2025Q2: 32,353 shares; 2025Q3: 32,402 shares; 2025Q4: 32,402 shares; 2026Q1: 22,334 shares; 2026Q2: 22,334 shares 22,334 $816K 0.88% 0 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: 5,260 shares; 2024Q4: 5,409 shares; 2025Q1: 5,923 shares; 2025Q2: 5,164 shares; 2025Q3: 5,192 shares; 2025Q4: 5,636 shares; 2026Q1: 2,783 shares; 2026Q2: 3,372 shares 3,372 $804K 0.86% +589 Timeline ESGV 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: 2,971 shares; 2024Q4: 2,971 shares; 2025Q1: 2,848 shares; 2025Q2: 2,848 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares; 2026Q1: 4,502 shares; 2026Q2: 6,077 shares 6,077 $804K 0.86% +1,575 Timeline ITA 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: 3,817 shares; 2026Q2: 3,143 shares 3,143 $762K 0.82% -674 Timeline MGC 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: 3,639 shares; 2024Q4: 3,100 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares; 2026Q1: 2,739 shares; 2026Q2: 2,699 shares 2,699 $739K 0.79% -40 Timeline MGV 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: 2,832 shares; 2024Q4: 2,887 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,889 shares; 2025Q4: 2,889 shares; 2026Q1: 3,908 shares; 2026Q2: 3,908 shares 3,908 $639K 0.69% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,385 shares; 2024Q4: 6,635 shares; 2025Q1: 6,062 shares; 2025Q2: 5,850 shares; 2025Q3: 5,541 shares; 2025Q4: 5,986 shares; 2026Q1: 6,221 shares; 2026Q2: 6,543 shares 6,543 $622K 0.67% +322 Timeline SCHZ 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: 12,330 shares; 2024Q4: 30,186 shares; 2025Q1: 29,956 shares; 2025Q2: 29,956 shares; 2025Q3: 30,179 shares; 2025Q4: 30,179 shares; 2026Q1: 24,741 shares; 2026Q2: 24,741 shares 24,741 $572K 0.61% 0 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: 2,575 shares; 2024Q4: 2,547 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,142 shares; 2025Q4: 1,167 shares; 2026Q1: 1,185 shares; 2026Q2: 6,877 shares 6,877 $554K 0.6% +5,692 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,802 shares; 2024Q4: 21,222 shares; 2025Q1: 20,963 shares; 2025Q2: 19,456 shares; 2025Q3: 19,409 shares; 2025Q4: 20,986 shares; 2026Q1: 20,313 shares; 2026Q2: 20,313 shares 20,313 $542K 0.58% 0 Timeline VWO 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: 8,394 shares; 2024Q4: not reported; 2025Q1: 6,344 shares; 2025Q2: 6,344 shares; 2025Q3: 7,031 shares; 2025Q4: 8,349 shares; 2026Q1: 8,835 shares; 2026Q2: 8,912 shares 8,912 $532K 0.57% +77 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,051 shares 2,051 $497K 0.53% new Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,580 shares; 2024Q4: 8,815 shares; 2025Q1: 9,062 shares; 2025Q2: 8,765 shares; 2025Q3: 6,165 shares; 2025Q4: 6,165 shares; 2026Q1: 6,045 shares; 2026Q2: 6,045 shares 6,045 $487K 0.52% 0 Timeline PPA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,989 shares; 2026Q2: 2,716 shares 2,716 $480K 0.52% -273 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,860 shares 3,860 $479K 0.51% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,266 shares 3,266 $456K 0.49% new Timeline SCHX 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: 5,464 shares; 2024Q4: 16,392 shares; 2025Q1: 16,392 shares; 2025Q2: 16,392 shares; 2025Q3: 16,392 shares; 2025Q4: 16,392 shares; 2026Q1: 14,892 shares; 2026Q2: 14,892 shares 14,892 $438K 0.47% 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: 2,717 shares; 2024Q4: 2,687 shares; 2025Q1: 1,538 shares; 2025Q2: 1,538 shares; 2025Q3: 1,696 shares; 2025Q4: 1,737 shares; 2026Q1: 1,683 shares; 2026Q2: 1,719 shares 1,719 $418K 0.45% +36 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667 shares; 2024Q4: 545 shares; 2025Q1: 551 shares; 2025Q2: 522 shares; 2025Q3: 523 shares; 2025Q4: 510 shares; 2026Q1: 420 shares; 2026Q2: 426 shares 426 $417K 0.45% +6 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: 556 shares; 2026Q2: 556 shares 556 $365K 0.39% 0 Timeline SCHR 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: 10,779 shares; 2024Q4: 66,760 shares; 2025Q1: 66,526 shares; 2025Q2: 65,626 shares; 2025Q3: 63,644 shares; 2025Q4: 54,895 shares; 2026Q1: 14,449 shares; 2026Q2: 14,449 shares 14,449 $356K 0.38% 0 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,364 shares; 2024Q4: 19,366 shares; 2025Q1: 5,330 shares; 2025Q2: 5,285 shares; 2025Q3: 5,256 shares; 2025Q4: 8,648 shares; 2026Q1: 8,648 shares; 2026Q2: 8,648 shares 8,648 $351K 0.38% 0 Timeline CCEF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,359 shares; 2024Q4: 18,622 shares; 2025Q1: 15,402 shares; 2025Q2: 15,411 shares; 2025Q3: 14,099 shares; 2025Q4: 10,916 shares; 2026Q1: 10,922 shares; 2026Q2: 10,931 shares 10,931 $327K 0.35% +9 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: 1,052 shares; 2026Q2: 1,052 shares 1,052 $314K 0.34% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,140 shares 3,140 $300K 0.32% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 828 shares; 2026Q1: 835 shares; 2026Q2: 835 shares 835 $287K 0.31% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD 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: 3,697 shares; 2025Q4: 3,828 shares; 2026Q1: 3,582 shares; 2026Q2: 3,582 shares 3,582 $279K 0.3% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 523 shares; 2026Q2: 532 shares 532 $271K 0.29% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 533 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $270K 0.29% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,673 shares; 2025Q2: not reported; 2025Q3: 6,346 shares; 2025Q4: 6,256 shares; 2026Q1: 6,297 shares; 2026Q2: 6,203 shares 6,203 $263K 0.28% -94 Timeline VPL 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: 11,690 shares; 2024Q4: 10,949 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,988 shares; 2025Q4: 3,486 shares; 2026Q1: 2,087 shares; 2026Q2: 2,120 shares 2,120 $245K 0.26% +33 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: not reported; 2025Q2: not reported; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares; 2026Q2: 356 shares 356 $244K 0.26% +1 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,358 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,375 shares; 2026Q2: 2,454 shares 2,454 $229K 0.25% +79 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: 213 shares 213 $227K 0.24% new 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: 495 shares 495 $214K 0.23% new Timeline