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: 453,799 shares; 2024Q4: 419,654 shares; 2025Q1: 368,587 shares; 2025Q2: 344,669 shares; 2025Q3: 342,310 shares; 2025Q4: 342,992 shares; 2026Q1: 341,318 shares; 2026Q2: 340,350 shares 340,350 $192M 15.37% -968 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: 191,434 shares; 2024Q4: 188,584 shares; 2025Q1: 186,369 shares; 2025Q2: 237,352 shares; 2025Q3: 222,647 shares; 2025Q4: 221,473 shares; 2026Q1: 223,288 shares; 2026Q2: 223,941 shares 223,941 $64.8M 5.2% +653 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: 104,513 shares; 2024Q4: 104,408 shares; 2025Q1: 109,815 shares; 2025Q2: 116,169 shares; 2025Q3: 115,898 shares; 2025Q4: 115,844 shares; 2026Q1: 121,832 shares; 2026Q2: 733,495 shares 733,495 $63.2M 5.07% +611,663 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: 189,097 shares; 2024Q4: 188,801 shares; 2025Q1: 189,601 shares; 2025Q2: 189,447 shares; 2025Q3: 189,901 shares; 2025Q4: 189,801 shares; 2026Q1: 187,522 shares; 2026Q2: 115,167 shares 115,167 $57.6M 4.62% -72,355 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: 120,206 shares; 2024Q4: 121,303 shares; 2025Q1: 124,931 shares; 2025Q2: 133,618 shares; 2025Q3: 72,302 shares; 2025Q4: 137,636 shares; 2026Q1: 137,805 shares; 2026Q2: 138,292 shares 138,292 $57.5M 4.61% +487 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: 225,975 shares; 2024Q4: 225,335 shares; 2025Q1: 225,349 shares; 2025Q2: 225,937 shares; 2025Q3: 227,004 shares; 2025Q4: 228,502 shares; 2026Q1: 226,049 shares; 2026Q2: 227,799 shares 227,799 $57.3M 4.6% +1,750 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: 146,452 shares; 2024Q4: 146,129 shares; 2025Q1: 145,803 shares; 2025Q2: 145,112 shares; 2025Q3: 147,268 shares; 2025Q4: 147,448 shares; 2026Q1: 146,379 shares; 2026Q2: 148,539 shares 148,539 $53.1M 4.26% +2,160 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: 112,192 shares; 2024Q4: 112,048 shares; 2025Q1: 116,947 shares; 2025Q2: 126,265 shares; 2025Q3: 126,788 shares; 2025Q4: 127,785 shares; 2026Q1: 130,890 shares; 2026Q2: 525,196 shares 525,196 $42.3M 3.39% +394,306 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,445 shares; 2024Q4: 407,901 shares; 2025Q1: 407,458 shares; 2025Q2: 426,277 shares; 2025Q3: 421,266 shares; 2025Q4: 417,413 shares; 2026Q1: 437,356 shares; 2026Q2: 441,717 shares 441,717 $40M 3.21% +4,361 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: 82,632 shares; 2024Q4: 80,323 shares; 2025Q1: 80,361 shares; 2025Q2: 78,510 shares; 2025Q3: 83,045 shares; 2025Q4: 82,195 shares; 2026Q1: 90,006 shares; 2026Q2: 93,284 shares 93,284 $34.8M 2.79% +3,278 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: 131,793 shares; 2024Q4: 132,325 shares; 2025Q1: 131,907 shares; 2025Q2: 130,246 shares; 2025Q3: 135,178 shares; 2025Q4: 135,178 shares; 2026Q1: 132,633 shares; 2026Q2: 136,568 shares 136,568 $32.5M 2.61% +3,935 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: 130,919 shares; 2024Q4: 131,121 shares; 2025Q1: 132,387 shares; 2025Q2: 109,028 shares; 2025Q3: 106,809 shares; 2025Q4: 104,542 shares; 2026Q1: 102,259 shares; 2026Q2: 102,238 shares 102,238 $31M 2.48% -21 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,359 shares; 2024Q4: 75,686 shares; 2025Q1: 73,835 shares; 2025Q2: 73,483 shares; 2025Q3: 73,764 shares; 2025Q4: 74,012 shares; 2026Q1: 73,849 shares; 2026Q2: 74,965 shares 74,965 $29.8M 2.39% +1,116 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: 176,472 shares; 2024Q4: 177,543 shares; 2025Q1: 178,374 shares; 2025Q2: 174,240 shares; 2025Q3: 174,507 shares; 2025Q4: 175,209 shares; 2026Q1: 171,845 shares; 2026Q2: 171,889 shares 171,889 $27.3M 2.19% +44 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: 47,064 shares; 2024Q4: 47,070 shares; 2025Q1: 47,070 shares; 2025Q2: 47,050 shares; 2025Q3: 47,510 shares; 2025Q4: 43,293 shares; 2026Q1: 43,377 shares; 2026Q2: 44,104 shares 44,104 $25.6M 2.05% +727 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,844 shares; 2024Q4: 276,455 shares; 2025Q1: 272,255 shares; 2025Q2: 273,798 shares; 2025Q3: 274,539 shares; 2025Q4: 273,188 shares; 2026Q1: 272,432 shares; 2026Q2: 274,089 shares 274,089 $22.7M 1.82% +1,657 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: 91,742 shares; 2024Q4: 91,341 shares; 2025Q1: 89,161 shares; 2025Q2: 90,178 shares; 2025Q3: 88,630 shares; 2025Q4: 88,954 shares; 2026Q1: 88,826 shares; 2026Q2: 89,119 shares 89,119 $22.6M 1.81% +293 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: 427,393 shares; 2024Q4: 406,287 shares; 2025Q1: 384,019 shares; 2025Q2: 382,257 shares; 2025Q3: 384,118 shares; 2025Q4: 387,012 shares; 2026Q1: 383,698 shares; 2026Q2: 384,919 shares 384,919 $21.9M 1.76% +1,221 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: 59,990 shares; 2024Q4: 58,948 shares; 2025Q1: 58,971 shares; 2025Q2: 58,655 shares; 2025Q3: 60,259 shares; 2025Q4: 59,885 shares; 2026Q1: 58,506 shares; 2026Q2: 58,657 shares 58,657 $20.7M 1.66% +151 Timeline XLE 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: 182,440 shares; 2024Q4: 183,821 shares; 2025Q1: 182,962 shares; 2025Q2: 181,859 shares; 2025Q3: 179,552 shares; 2025Q4: 355,904 shares; 2026Q1: 342,877 shares; 2026Q2: 344,316 shares 344,316 $18.3M 1.47% +1,439 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: 108,956 shares; 2024Q4: 108,039 shares; 2025Q1: 106,495 shares; 2025Q2: 106,775 shares; 2025Q3: 106,365 shares; 2025Q4: 105,752 shares; 2026Q1: 105,003 shares; 2026Q2: 104,249 shares 104,249 $15.3M 1.22% -754 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,189 shares; 2024Q4: 109,497 shares; 2025Q1: 125,474 shares; 2025Q2: 119,987 shares; 2025Q3: 118,205 shares; 2025Q4: 117,105 shares; 2026Q1: 115,492 shares; 2026Q2: 115,831 shares 115,831 $14.9M 1.19% +339 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: 45,962 shares; 2024Q4: 45,521 shares; 2025Q1: 44,498 shares; 2025Q2: 43,310 shares; 2025Q3: 43,262 shares; 2025Q4: 42,701 shares; 2026Q1: 41,603 shares; 2026Q2: 39,493 shares 39,493 $13.9M 1.12% -2,110 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: 12,261 shares; 2024Q4: 12,281 shares; 2025Q1: 13,321 shares; 2025Q2: 17,677 shares; 2025Q3: 18,141 shares; 2025Q4: 18,332 shares; 2026Q1: 17,838 shares; 2026Q2: 18,953 shares 18,953 $13M 1.04% +1,115 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,253 shares; 2024Q4: 68,002 shares; 2025Q1: 67,450 shares; 2025Q2: 68,952 shares; 2025Q3: 69,276 shares; 2025Q4: 69,799 shares; 2026Q1: 70,466 shares; 2026Q2: 71,068 shares 71,068 $12.9M 1.03% +602 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,851 shares; 2024Q4: 161,087 shares; 2025Q1: 155,395 shares; 2025Q2: 149,628 shares; 2025Q3: 147,723 shares; 2025Q4: 142,795 shares; 2026Q1: 90,309 shares; 2026Q2: 69,464 shares 69,464 $12.8M 1.03% -20,845 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: 102,352 shares; 2024Q4: 101,918 shares; 2025Q1: 93,851 shares; 2025Q2: 88,826 shares; 2025Q3: 91,267 shares; 2025Q4: 77,071 shares; 2026Q1: 64,455 shares; 2026Q2: 63,979 shares 63,979 $12.8M 1.03% -476 Timeline VHT 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: 26,478 shares; 2024Q4: 26,183 shares; 2025Q1: 27,499 shares; 2025Q2: 31,399 shares; 2025Q3: 32,546 shares; 2025Q4: 32,827 shares; 2026Q1: 39,969 shares; 2026Q2: 42,255 shares 42,255 $12.6M 1.01% +2,286 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: 21,129 shares; 2024Q4: 58,200 shares; 2025Q1: 58,386 shares; 2025Q2: 58,741 shares; 2025Q3: 19,899 shares; 2025Q4: 18,832 shares; 2026Q1: 17,685 shares; 2026Q2: 17,191 shares 17,191 $12.4M 1% -494 Timeline BIL 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: 38,175 shares; 2024Q4: 42,921 shares; 2025Q1: 43,804 shares; 2025Q2: 44,185 shares; 2025Q3: 49,941 shares; 2025Q4: 61,729 shares; 2026Q1: 54,193 shares; 2026Q2: 130,740 shares 130,740 $12M 0.96% +76,547 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,241 shares; 2024Q4: 121,825 shares; 2025Q1: 118,179 shares; 2025Q2: 127,956 shares; 2025Q3: 127,114 shares; 2025Q4: 127,630 shares; 2026Q1: 127,004 shares; 2026Q2: 126,877 shares 126,877 $11.5M 0.92% -127 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,635 shares; 2024Q4: 33,852 shares; 2025Q1: 33,573 shares; 2025Q2: 33,642 shares; 2025Q3: 33,705 shares; 2025Q4: 33,757 shares; 2026Q1: 33,780 shares; 2026Q2: 33,837 shares 33,837 $11.4M 0.92% +57 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: 77,423 shares; 2024Q4: 78,059 shares; 2025Q1: 76,990 shares; 2025Q2: 80,035 shares; 2025Q3: 80,717 shares; 2025Q4: 81,381 shares; 2026Q1: 80,383 shares; 2026Q2: 80,690 shares 80,690 $11M 0.88% +307 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,015 shares; 2024Q4: 53,036 shares; 2025Q1: 51,190 shares; 2025Q2: 47,140 shares; 2025Q3: 42,547 shares; 2025Q4: 42,335 shares; 2026Q1: 41,573 shares; 2026Q2: 41,213 shares 41,213 $7.84M 0.63% -360 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: 84,073 shares; 2024Q4: 84,570 shares; 2025Q1: 84,120 shares; 2025Q2: 80,136 shares; 2025Q3: 79,798 shares; 2025Q4: 77,692 shares; 2026Q1: 75,179 shares; 2026Q2: 75,626 shares 75,626 $7.73M 0.62% +447 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,440 shares; 2024Q4: 183,173 shares; 2025Q1: 164,923 shares; 2025Q2: 154,223 shares; 2025Q3: 140,193 shares; 2025Q4: 140,193 shares; 2026Q1: 140,193 shares; 2026Q2: 140,193 shares 140,193 $7.14M 0.57% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,567 shares; 2024Q4: 102,672 shares; 2025Q1: 102,753 shares; 2025Q2: 102,845 shares; 2025Q3: 102,947 shares; 2025Q4: 102,644 shares; 2026Q1: 102,401 shares; 2026Q2: 102,390 shares 102,390 $6.86M 0.55% -11 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: 19,714 shares; 2024Q4: 19,751 shares; 2025Q1: 19,806 shares; 2025Q2: 19,746 shares; 2025Q3: 19,623 shares; 2025Q4: 19,666 shares; 2026Q1: 18,989 shares; 2026Q2: 19,050 shares 19,050 $6.54M 0.52% +61 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: 44,574 shares; 2024Q4: 44,622 shares; 2025Q1: 44,622 shares; 2025Q2: 44,660 shares; 2025Q3: 44,660 shares; 2025Q4: 44,847 shares; 2026Q1: 44,292 shares; 2026Q2: 44,314 shares 44,314 $6.4M 0.51% +22 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,133 shares; 2024Q4: 39,980 shares; 2025Q1: 40,048 shares; 2025Q2: 40,307 shares; 2025Q3: 40,485 shares; 2025Q4: 40,596 shares; 2026Q1: 40,169 shares; 2026Q2: 39,886 shares 39,886 $5.85M 0.47% -283 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: 10,515 shares; 2024Q4: 10,541 shares; 2025Q1: 10,628 shares; 2025Q2: 10,772 shares; 2025Q3: 10,745 shares; 2025Q4: 10,773 shares; 2026Q1: 9,950 shares; 2026Q2: 12,230 shares 12,230 $4.62M 0.37% +2,280 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: 13,036 shares; 2025Q4: 13,036 shares; 2026Q1: 13,031 shares; 2026Q2: 13,031 shares 13,031 $4.44M 0.36% 0 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: 133,366 shares; 2024Q4: 128,892 shares; 2025Q1: 118,928 shares; 2025Q2: 99,297 shares; 2025Q3: 100,122 shares; 2025Q4: 98,663 shares; 2026Q1: 93,108 shares; 2026Q2: 79,451 shares 79,451 $4.02M 0.32% -13,657 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: 15,143 shares; 2024Q4: 15,186 shares; 2025Q1: 14,139 shares; 2025Q2: 14,177 shares; 2025Q3: 14,213 shares; 2025Q4: 14,250 shares; 2026Q1: 14,181 shares; 2026Q2: 14,112 shares 14,112 $3.95M 0.32% -69 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: 30,093 shares; 2024Q4: 29,740 shares; 2025Q1: 30,042 shares; 2025Q2: 30,162 shares; 2025Q3: 30,043 shares; 2025Q4: 30,045 shares; 2026Q1: 28,724 shares; 2026Q2: 28,908 shares 28,908 $3.91M 0.31% +184 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: 5,521 shares; 2024Q4: 5,535 shares; 2025Q1: 5,535 shares; 2025Q2: 4,924 shares; 2025Q3: 5,416 shares; 2025Q4: 5,426 shares; 2026Q1: 5,034 shares; 2026Q2: 5,034 shares 5,034 $3.71M 0.3% 0 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,632 shares; 2024Q4: 44,632 shares; 2025Q1: 44,632 shares; 2025Q2: 44,632 shares; 2025Q3: 44,632 shares; 2025Q4: 44,632 shares; 2026Q1: 44,632 shares; 2026Q2: 44,632 shares 44,632 $3.58M 0.29% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,894 shares; 2024Q4: 157,568 shares; 2025Q1: 139,455 shares; 2025Q2: 52,240 shares; 2025Q3: 30,328 shares; 2025Q4: 51,533 shares; 2026Q1: 51,588 shares; 2026Q2: 50,803 shares 50,803 $3.42M 0.27% -785 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: 2,814 shares; 2024Q4: 2,818 shares; 2025Q1: 2,825 shares; 2025Q2: 2,834 shares; 2025Q3: 2,836 shares; 2025Q4: 2,840 shares; 2026Q1: 2,770 shares; 2026Q2: 2,785 shares 2,785 $3.34M 0.27% +15 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: 25,597 shares; 2024Q4: 24,865 shares; 2025Q1: 24,832 shares; 2025Q2: 24,875 shares; 2025Q3: 23,979 shares; 2025Q4: 23,825 shares; 2026Q1: 23,272 shares; 2026Q2: 20,993 shares 20,993 $3.29M 0.26% -2,279 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,918 shares; 2024Q4: 61,037 shares; 2025Q1: 58,757 shares; 2025Q2: 59,150 shares; 2025Q3: 59,533 shares; 2025Q4: 59,982 shares; 2026Q1: 57,785 shares; 2026Q2: 50,335 shares 50,335 $2.91M 0.23% -7,450 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,066 shares; 2024Q4: 20,114 shares; 2025Q1: 19,485 shares; 2025Q2: 19,505 shares; 2025Q3: 19,535 shares; 2025Q4: 19,084 shares; 2026Q1: 19,214 shares; 2026Q2: 19,114 shares 19,114 $2.69M 0.22% -100 Timeline JPST 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: 68,955 shares; 2024Q4: 72,013 shares; 2025Q1: 68,363 shares; 2025Q2: 68,182 shares; 2025Q3: 63,151 shares; 2025Q4: 60,574 shares; 2026Q1: 52,405 shares; 2026Q2: 52,038 shares 52,038 $2.63M 0.21% -367 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: 7,240 shares; 2024Q4: 7,160 shares; 2025Q1: 7,186 shares; 2025Q2: 4,236 shares; 2025Q3: 4,465 shares; 2025Q4: 4,373 shares; 2026Q1: 3,051 shares; 2026Q2: 6,115 shares 6,115 $2.57M 0.21% +3,064 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,997 shares; 2024Q4: 2,960 shares; 2025Q1: 2,964 shares; 2025Q2: 2,980 shares; 2025Q3: 2,980 shares; 2025Q4: 28,877 shares; 2026Q1: 26,467 shares; 2026Q2: 35,787 shares 35,787 $2.56M 0.2% +9,320 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 11,207 shares 11,207 $2.51M 0.2% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 11,194 shares 11,194 $2.47M 0.2% new 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: 14,887 shares; 2024Q4: 14,999 shares; 2025Q1: 15,107 shares; 2025Q2: 15,196 shares; 2025Q3: 15,286 shares; 2025Q4: 15,386 shares; 2026Q1: 15,475 shares; 2026Q2: 15,570 shares 15,570 $2.46M 0.2% +95 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: 4,330 shares; 2024Q4: 4,513 shares; 2025Q1: 4,842 shares; 2025Q2: 4,861 shares; 2025Q3: 5,182 shares; 2025Q4: 5,195 shares; 2026Q1: 3,193 shares; 2026Q2: 3,200 shares 3,200 $2.39M 0.19% +7 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688 shares; 2024Q4: 690 shares; 2025Q1: 691 shares; 2025Q2: 693 shares; 2025Q3: 695 shares; 2025Q4: 696 shares; 2026Q1: 672 shares; 2026Q2: 6,862 shares 6,862 $2.07M 0.17% +6,190 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,700 shares; 2024Q4: 254,411 shares; 2025Q1: 160,008 shares; 2025Q2: 146,826 shares; 2025Q3: 110,435 shares; 2025Q4: 106,413 shares; 2026Q1: 107,078 shares; 2026Q2: 66,253 shares 66,253 $2.02M 0.16% -40,825 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,349 shares; 2024Q4: 89,297 shares; 2025Q1: 110,470 shares; 2025Q2: 81,630 shares; 2025Q3: 82,055 shares; 2025Q4: 78,239 shares; 2026Q1: 59,757 shares; 2026Q2: 49,020 shares 49,020 $2.01M 0.16% -10,737 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: 15,634 shares; 2024Q4: 38,994 shares; 2025Q1: 14,494 shares; 2025Q2: 12,845 shares; 2025Q3: 37,508 shares; 2025Q4: 37,508 shares; 2026Q1: 13,456 shares; 2026Q2: 13,859 shares 13,859 $1.94M 0.16% +403 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: 5,843 shares; 2024Q4: 5,797 shares; 2025Q1: 5,990 shares; 2025Q2: 4,908 shares; 2025Q3: 6,560 shares; 2025Q4: 6,588 shares; 2026Q1: 5,195 shares; 2026Q2: 5,206 shares 5,206 $1.93M 0.15% +11 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: 30,741 shares; 2024Q4: 28,533 shares; 2025Q1: 26,819 shares; 2025Q2: 26,480 shares; 2025Q3: 26,262 shares; 2025Q4: 26,753 shares; 2026Q1: 26,753 shares; 2026Q2: 26,481 shares 26,481 $1.58M 0.13% -272 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,074 shares; 2024Q4: 38,261 shares; 2025Q1: 32,078 shares; 2025Q2: 26,031 shares; 2025Q3: 25,829 shares; 2025Q4: 22,639 shares; 2026Q1: 22,639 shares; 2026Q2: 22,753 shares 22,753 $1.56M 0.12% +114 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,945 shares; 2024Q4: 66,408 shares; 2025Q1: 57,598 shares; 2025Q2: 54,320 shares; 2025Q3: 54,757 shares; 2025Q4: 55,235 shares; 2026Q1: 39,720 shares; 2026Q2: 29,292 shares 29,292 $1.48M 0.12% -10,428 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,257 shares; 2025Q1: 21,011 shares; 2025Q2: 21,011 shares; 2025Q3: 17,628 shares; 2025Q4: 15,178 shares; 2026Q1: 11,010 shares; 2026Q2: 11,010 shares 11,010 $1.48M 0.12% 0 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: 32,111 shares; 2024Q4: 32,240 shares; 2025Q1: 31,303 shares; 2025Q2: 26,456 shares; 2025Q3: 26,537 shares; 2025Q4: 25,505 shares; 2026Q1: 25,544 shares; 2026Q2: 25,828 shares 25,828 $1.38M 0.11% +284 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,776 shares; 2024Q4: 11,904 shares; 2025Q1: 11,904 shares; 2025Q2: 11,958 shares; 2025Q3: 12,088 shares; 2025Q4: 12,164 shares; 2026Q1: 12,224 shares; 2026Q2: 24,188 shares 24,188 $1.36M 0.11% +11,964 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,824 shares; 2024Q4: 46,783 shares; 2025Q1: 44,783 shares; 2025Q2: 42,973 shares; 2025Q3: 43,152 shares; 2025Q4: 42,158 shares; 2026Q1: 40,954 shares; 2026Q2: 34,902 shares 34,902 $1.35M 0.11% -6,052 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,573 shares; 2025Q1: 9,835 shares; 2025Q2: 9,835 shares; 2025Q3: 7,924 shares; 2025Q4: 6,982 shares; 2026Q1: 5,063 shares; 2026Q2: 5,063 shares 5,063 $1.34M 0.11% 0 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: 7,952 shares; 2025Q1: 7,952 shares; 2025Q2: 7,952 shares; 2025Q3: 7,952 shares; 2025Q4: 7,952 shares; 2026Q1: 7,848 shares; 2026Q2: 7,878 shares 7,878 $1.34M 0.11% +30 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,708 shares; 2024Q4: 3,708 shares; 2025Q1: 3,708 shares; 2025Q2: 3,708 shares; 2025Q3: 3,708 shares; 2025Q4: 3,708 shares; 2026Q1: 3,672 shares; 2026Q2: 2,922 shares 2,922 $1.3M 0.1% -750 Timeline VUSB 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: 74,297 shares; 2024Q4: 75,544 shares; 2025Q1: 73,916 shares; 2025Q2: 73,820 shares; 2025Q3: 74,671 shares; 2025Q4: 74,400 shares; 2026Q1: 54,512 shares; 2026Q2: 25,580 shares 25,580 $1.27M 0.1% -28,932 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: 3,893 shares; 2024Q4: 4,153 shares; 2025Q1: 4,165 shares; 2025Q2: 4,196 shares; 2025Q3: 4,689 shares; 2025Q4: 4,693 shares; 2026Q1: 1,554 shares; 2026Q2: 1,557 shares 1,557 $1.17M 0.09% +3 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,194 shares; 2024Q4: 2,197 shares; 2025Q1: 2,205 shares; 2025Q2: 2,217 shares; 2025Q3: 2,202 shares; 2025Q4: 2,205 shares; 2026Q1: 2,055 shares; 2026Q2: 2,258 shares 2,258 $1.16M 0.09% +203 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: 4,256 shares; 2024Q4: 3,904 shares; 2025Q1: 3,353 shares; 2025Q2: 3,488 shares; 2025Q3: 9,441 shares; 2025Q4: 9,383 shares; 2026Q1: 9,761 shares; 2026Q2: 9,805 shares 9,805 $1.15M 0.09% +44 Timeline DFUS 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: 12,949 shares; 2024Q4: 12,996 shares; 2025Q1: 13,025 shares; 2025Q2: 13,060 shares; 2025Q3: 13,093 shares; 2025Q4: 13,121 shares; 2026Q1: 13,152 shares; 2026Q2: 13,184 shares 13,184 $1.08M 0.09% +32 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: not reported; 2026Q2: 528 shares 528 $1.05M 0.08% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,376 shares; 2024Q4: 8,362 shares; 2025Q1: 8,414 shares; 2025Q2: 13,760 shares; 2025Q3: 13,974 shares; 2025Q4: 14,171 shares; 2026Q1: 13,468 shares; 2026Q2: 13,644 shares 13,644 $982K 0.08% +176 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,324 shares; 2024Q4: 16,324 shares; 2025Q1: 16,324 shares; 2025Q2: 13,259 shares; 2025Q3: 35,361 shares; 2025Q4: 35,361 shares; 2026Q1: 33,744 shares; 2026Q2: 33,744 shares 33,744 $980K 0.08% 0 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,481 shares; 2024Q4: 231,481 shares; 2025Q1: 231,481 shares; 2025Q2: 218,000 shares; 2025Q3: 218,000 shares; 2025Q4: 218,000 shares; 2026Q1: 155,900 shares; 2026Q2: 96,141 shares 96,141 $973K 0.08% -59,759 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: 2,925 shares; 2024Q4: 2,933 shares; 2025Q1: 2,940 shares; 2025Q2: 2,950 shares; 2025Q3: 2,958 shares; 2025Q4: 2,964 shares; 2026Q1: 2,711 shares; 2026Q2: 1,966 shares 1,966 $939K 0.08% -745 Timeline XLC 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: 9,214 shares; 2024Q4: 8,684 shares; 2025Q1: 8,749 shares; 2025Q2: 8,768 shares; 2025Q3: 8,356 shares; 2025Q4: 8,381 shares; 2026Q1: 8,407 shares; 2026Q2: 8,404 shares 8,404 $900K 0.07% -3 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: 562 shares; 2024Q4: 563 shares; 2025Q1: 579 shares; 2025Q2: 665 shares; 2025Q3: 899 shares; 2025Q4: 900 shares; 2026Q1: 901 shares; 2026Q2: 7,211 shares 7,211 $862K 0.07% +6,310 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: 3,106 shares; 2024Q4: 3,117 shares; 2025Q1: 3,136 shares; 2025Q2: 3,190 shares; 2025Q3: 3,199 shares; 2025Q4: 3,206 shares; 2026Q1: 2,587 shares; 2026Q2: 2,593 shares 2,593 $849K 0.07% +6 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,281 shares; 2025Q3: 7,659 shares; 2025Q4: 7,317 shares; 2026Q1: 7,336 shares; 2026Q2: 7,546 shares 7,546 $841K 0.07% +210 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: 5,484 shares; 2024Q4: 5,488 shares; 2025Q1: 5,489 shares; 2025Q2: 5,414 shares; 2025Q3: 5,441 shares; 2025Q4: 5,442 shares; 2026Q1: 5,443 shares; 2026Q2: 5,441 shares 5,441 $807K 0.06% -2 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,702 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,725 shares; 2025Q3: 1,732 shares; 2025Q4: 1,737 shares; 2026Q1: 1,852 shares; 2026Q2: 1,796 shares 1,796 $775K 0.06% -56 Timeline SCHD 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: 7,537 shares; 2024Q4: 22,824 shares; 2025Q1: 23,029 shares; 2025Q2: 23,606 shares; 2025Q3: 23,829 shares; 2025Q4: 24,065 shares; 2026Q1: 23,914 shares; 2026Q2: 24,102 shares 24,102 $764K 0.06% +188 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.06% 0 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: 402 shares; 2024Q4: 403 shares; 2025Q1: 404 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 411 shares; 2026Q1: 327 shares; 2026Q2: 677 shares 677 $633K 0.05% +350 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,561 shares; 2025Q3: 30,042 shares; 2025Q4: 30,631 shares; 2026Q1: 31,170 shares; 2026Q2: 31,686 shares 31,686 $606K 0.05% +516 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,690 shares; 2024Q4: 7,701 shares; 2025Q1: 7,709 shares; 2025Q2: 7,717 shares; 2025Q3: 7,813 shares; 2025Q4: 7,827 shares; 2026Q1: 7,502 shares; 2026Q2: 7,508 shares 7,508 $579K 0.05% +6 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,540 shares; 2024Q4: 11,940 shares; 2025Q1: 11,315 shares; 2025Q2: 8,895 shares; 2025Q3: 8,895 shares; 2025Q4: 8,895 shares; 2026Q1: 8,795 shares; 2026Q2: 8,795 shares 8,795 $478K 0.04% 0 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: 692 shares; 2025Q4: not reported; 2026Q1: 552 shares; 2026Q2: 727 shares 727 $477K 0.04% +175 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: 6,690 shares; 2024Q4: 2,650 shares; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,687 shares; 2025Q4: 1,687 shares; 2026Q1: 1,650 shares; 2026Q2: 4,043 shares 4,043 $472K 0.04% +2,393 Timeline HAPN HAPPEN INC More: the full row for HAPPEN 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: 25,498 shares; 2025Q4: 25,765 shares; 2026Q1: 26,010 shares; 2026Q2: 21,819 shares 21,819 $453K 0.04% -4,191 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,345 shares; 2024Q4: 3,345 shares; 2025Q1: 3,345 shares; 2025Q2: 3,345 shares; 2025Q3: 3,345 shares; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares; 2026Q2: 2,075 shares 2,075 $425K 0.03% 0 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $420K 0.03% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,223 shares; 2024Q4: 2,230 shares; 2025Q1: 2,235 shares; 2025Q2: 2,241 shares; 2025Q3: 2,246 shares; 2025Q4: 2,253 shares; 2026Q1: 2,258 shares; 2026Q2: 2,262 shares 2,262 $412K 0.03% +4 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,865 shares; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: not reported; 2025Q4: 1,865 shares; 2026Q1: 1,850 shares; 2026Q2: 1,850 shares 1,850 $382K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,739 shares; 2024Q4: 2,743 shares; 2025Q1: 2,746 shares; 2025Q2: 2,749 shares; 2025Q3: 2,752 shares; 2025Q4: 2,755 shares; 2026Q1: 2,757 shares; 2026Q2: 2,760 shares 2,760 $380K 0.03% +3 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: 1,689 shares; 2024Q4: 1,700 shares; 2025Q1: 1,713 shares; 2025Q2: 1,377 shares; 2025Q3: 1,387 shares; 2025Q4: 1,397 shares; 2026Q1: 1,184 shares; 2026Q2: 1,190 shares 1,190 $355K 0.03% +6 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,050 shares; 2024Q4: 10,050 shares; 2025Q1: 10,050 shares; 2025Q2: 10,050 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $340K 0.03% 0 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 627 shares; 2026Q1: 627 shares; 2026Q2: 627 shares 627 $335K 0.03% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,255 shares; 2024Q4: 4,275 shares; 2025Q1: 4,291 shares; 2025Q2: 4,308 shares; 2025Q3: 4,329 shares; 2025Q4: 4,347 shares; 2026Q1: 4,362 shares; 2026Q2: 4,376 shares 4,376 $332K 0.03% +14 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: 3,293 shares; 2024Q4: 3,293 shares; 2025Q1: 3,293 shares; 2025Q2: 3,828 shares; 2025Q3: 3,828 shares; 2025Q4: 3,829 shares; 2026Q1: 666 shares; 2026Q2: 2,664 shares 2,664 $331K 0.03% +1,998 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,894 shares 3,894 $322K 0.03% 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: 3,533 shares; 2024Q4: 10,601 shares; 2025Q1: 10,603 shares; 2025Q2: 10,604 shares; 2025Q3: 10,605 shares; 2025Q4: 10,607 shares; 2026Q1: 10,608 shares; 2026Q2: 10,610 shares 10,610 $312K 0.03% +2 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,975 shares; 2024Q4: 4,981 shares; 2025Q1: 2,985 shares; 2025Q2: 2,990 shares; 2025Q3: 2,994 shares; 2025Q4: 2,999 shares; 2026Q1: 3,003 shares; 2026Q2: 3,007 shares 3,007 $310K 0.02% +4 Timeline VFH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,286 shares 2,286 $301K 0.02% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,197 shares; 2024Q4: 2,197 shares; 2025Q1: 2,197 shares; 2025Q2: 2,197 shares; 2025Q3: 2,197 shares; 2025Q4: 2,197 shares; 2026Q1: 2,097 shares; 2026Q2: 2,097 shares 2,097 $300K 0.02% 0 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: 131 shares 131 $297K 0.02% new Timeline XME 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,752 shares 2,752 $294K 0.02% new Timeline VGK 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: 3,405 shares; 2024Q4: 3,444 shares; 2025Q1: 3,458 shares; 2025Q2: 3,508 shares; 2025Q3: 3,517 shares; 2025Q4: 3,237 shares; 2026Q1: 3,252 shares; 2026Q2: 3,297 shares 3,297 $292K 0.02% +45 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $285K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $281K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 1,145 shares; 2025Q4: 1,151 shares; 2026Q1: 1,155 shares; 2026Q2: 1,159 shares 1,159 $281K 0.02% +4 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: 3,653 shares; 2025Q3: 4,509 shares; 2025Q4: 3,819 shares; 2026Q1: 3,825 shares; 2026Q2: 3,846 shares 3,846 $274K 0.02% +21 Timeline JEPQ 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,383 shares 4,383 $269K 0.02% new 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: 1,497 shares 1,497 $256K 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,926 shares 1,926 $243K 0.02% 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: 209 shares 209 $241K 0.02% new Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 6,500 shares 6,500 $234K 0.02% -6,500 Timeline AVUS 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: 1,805 shares; 2026Q1: 1,808 shares; 2026Q2: 1,811 shares 1,811 $232K 0.02% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,252 shares 2,252 $227K 0.02% new Timeline IWB 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: 544 shares; 2026Q1: not reported; 2026Q2: 546 shares 546 $224K 0.02% new 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: 2,354 shares; 2024Q4: 2,367 shares; 2025Q1: 1,778 shares; 2025Q2: 1,787 shares; 2025Q3: 1,795 shares; 2025Q4: 1,354 shares; 2026Q1: not reported; 2026Q2: 1,368 shares 1,368 $222K 0.02% 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: 3,638 shares; 2024Q4: 3,700 shares; 2025Q1: 3,943 shares; 2025Q2: 4,032 shares; 2025Q3: 5,275 shares; 2025Q4: 5,341 shares; 2026Q1: not reported; 2026Q2: 3,807 shares 3,807 $215K 0.02% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU 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: 10,122 shares 10,122 $208K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,799 shares 1,799 $204K 0.02% new Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY 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: 9,124 shares 9,124 $201K 0.02% new Timeline SDY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,320 shares 1,320 $201K 0.02% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD 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: 1,504 shares 1,504 $200K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 846 shares 846 $200K 0.02% new Timeline