AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,116 shares; 2024Q4: 33,657 shares; 2025Q1: 33,827 shares; 2025Q2: 35,176 shares; 2025Q3: 35,454 shares; 2025Q4: 34,058 shares; 2026Q1: 34,120 shares; 2026Q2: 33,394 shares 33,394 $9.66M 4.23% -726 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: 59,391 shares; 2024Q4: 56,025 shares; 2025Q1: 56,018 shares; 2025Q2: 56,953 shares; 2025Q3: 50,533 shares; 2025Q4: 48,464 shares; 2026Q1: 48,026 shares; 2026Q2: 45,704 shares 45,704 $9.14M 4.01% -2,322 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: 11,864 shares; 2024Q4: 11,177 shares; 2025Q1: 11,290 shares; 2025Q2: 11,265 shares; 2025Q3: 9,100 shares; 2025Q4: 8,396 shares; 2026Q1: 8,417 shares; 2026Q2: 7,669 shares 7,669 $9.01M 3.95% -748 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,870 shares; 2024Q4: 82,717 shares; 2025Q1: 103,210 shares; 2025Q2: 106,140 shares; 2025Q3: 109,265 shares; 2025Q4: 104,003 shares; 2026Q1: 98,254 shares; 2026Q2: 100,576 shares 100,576 $7.59M 3.33% +2,322 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: 16,471 shares; 2024Q4: 16,391 shares; 2025Q1: 16,946 shares; 2025Q2: 17,266 shares; 2025Q3: 17,356 shares; 2025Q4: 16,616 shares; 2026Q1: 17,414 shares; 2026Q2: 16,800 shares 16,800 $6.27M 2.74% -614 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: 18,526 shares; 2024Q4: 18,203 shares; 2025Q1: 17,323 shares; 2025Q2: 17,173 shares; 2025Q3: 16,638 shares; 2025Q4: 15,649 shares; 2026Q1: 15,601 shares; 2026Q2: 15,511 shares 15,511 $5.8M 2.54% -90 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,665 shares; 2024Q4: 14,500 shares; 2025Q1: 15,411 shares; 2025Q2: 16,336 shares; 2025Q3: 16,630 shares; 2025Q4: 17,835 shares; 2026Q1: 18,680 shares; 2026Q2: 19,131 shares 19,131 $5.75M 2.52% +451 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: 32,825 shares; 2024Q4: 32,086 shares; 2025Q1: 33,861 shares; 2025Q2: 35,013 shares; 2025Q3: 36,313 shares; 2025Q4: 35,336 shares; 2026Q1: 34,286 shares; 2026Q2: 35,536 shares 35,536 $5.27M 2.31% +1,250 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,941 shares; 2024Q4: 195,872 shares; 2025Q1: 211,722 shares; 2025Q2: 215,292 shares; 2025Q3: 205,592 shares; 2025Q4: 201,028 shares; 2026Q1: 184,703 shares; 2026Q2: 191,313 shares 191,313 $5.12M 2.24% +6,610 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: 53,533 shares; 2024Q4: 146,138 shares; 2025Q1: 147,711 shares; 2025Q2: 157,231 shares; 2025Q3: 156,416 shares; 2025Q4: 153,777 shares; 2026Q1: 153,527 shares; 2026Q2: 156,552 shares 156,552 $4.61M 2.02% +3,025 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,736 shares; 2024Q4: 32,236 shares; 2025Q1: 32,352 shares; 2025Q2: 32,042 shares; 2025Q3: 30,746 shares; 2025Q4: 29,127 shares; 2026Q1: 25,197 shares; 2026Q2: 23,612 shares 23,612 $4.48M 1.96% -1,585 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: 48,163 shares; 2024Q4: 44,923 shares; 2025Q1: 43,348 shares; 2025Q2: 43,622 shares; 2025Q3: 43,677 shares; 2025Q4: 42,202 shares; 2026Q1: 39,525 shares; 2026Q2: 38,964 shares 38,964 $4.41M 1.93% -561 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: 5,116 shares; 2024Q4: 5,372 shares; 2025Q1: 5,493 shares; 2025Q2: 5,518 shares; 2025Q3: 5,805 shares; 2025Q4: 5,828 shares; 2026Q1: 5,773 shares; 2026Q2: 5,808 shares 5,808 $4.34M 1.9% +35 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: 18,158 shares; 2024Q4: 18,248 shares; 2025Q1: 19,048 shares; 2025Q2: 19,389 shares; 2025Q3: 19,163 shares; 2025Q4: 19,113 shares; 2026Q1: 16,252 shares; 2026Q2: 16,402 shares 16,402 $4.17M 1.82% +150 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: 16,196 shares; 2024Q4: 16,516 shares; 2025Q1: 16,716 shares; 2025Q2: 18,111 shares; 2025Q3: 18,606 shares; 2025Q4: 18,406 shares; 2026Q1: 18,386 shares; 2026Q2: 17,440 shares 17,440 $4.16M 1.82% -946 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,882 shares; 2026Q2: 5,421 shares 5,421 $4.14M 1.81% -461 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,400 shares; 2024Q4: 24,960 shares; 2025Q1: 24,210 shares; 2025Q2: 24,040 shares; 2025Q3: 22,821 shares; 2025Q4: 21,146 shares; 2026Q1: 19,096 shares; 2026Q2: 17,666 shares 17,666 $4.01M 1.76% -1,430 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: not reported; 2025Q1: not reported; 2025Q2: 11,427 shares; 2025Q3: 12,349 shares; 2025Q4: 11,949 shares; 2026Q1: 11,817 shares; 2026Q2: 11,120 shares 11,120 $3.97M 1.74% -697 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: 51,264 shares; 2024Q4: 50,579 shares; 2025Q1: 47,124 shares; 2025Q2: 45,033 shares; 2025Q3: 44,308 shares; 2025Q4: 50,163 shares; 2026Q1: 46,410 shares; 2026Q2: 45,288 shares 45,288 $3.84M 1.68% -1,122 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: 10,463 shares; 2024Q4: 10,503 shares; 2025Q1: 10,346 shares; 2025Q2: 10,471 shares; 2025Q3: 10,493 shares; 2025Q4: 10,528 shares; 2026Q1: 10,718 shares; 2026Q2: 11,063 shares 11,063 $3.8M 1.66% +345 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,197 shares; 2024Q4: 24,575 shares; 2025Q1: 25,930 shares; 2025Q2: 26,415 shares; 2025Q3: 26,700 shares; 2025Q4: 26,002 shares; 2026Q1: 23,467 shares; 2026Q2: 18,509 shares 18,509 $3.74M 1.64% -4,958 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,839 shares; 2024Q4: 5,862 shares; 2025Q1: 6,089 shares; 2025Q2: 6,235 shares; 2025Q3: 6,280 shares; 2025Q4: 6,205 shares; 2026Q1: 5,972 shares; 2026Q2: 6,122 shares 6,122 $3.53M 1.55% +150 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,910 shares; 2024Q4: 26,745 shares; 2025Q1: 27,510 shares; 2025Q2: 27,560 shares; 2025Q3: 26,935 shares; 2025Q4: 26,085 shares; 2026Q1: 25,740 shares; 2026Q2: 26,305 shares 26,305 $3.49M 1.53% +565 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: 5,131 shares; 2024Q4: 4,744 shares; 2025Q1: 4,513 shares; 2025Q2: 4,466 shares; 2025Q3: 4,360 shares; 2025Q4: 43,500 shares; 2026Q1: 46,660 shares; 2026Q2: 47,855 shares 47,855 $3.42M 1.5% +1,195 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,501 shares; 2025Q1: 3,506 shares; 2025Q2: 3,531 shares; 2025Q3: 3,546 shares; 2025Q4: 3,317 shares; 2026Q1: 3,317 shares; 2026Q2: 3,322 shares 3,322 $3.19M 1.4% +5 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,768 shares; 2024Q4: 32,309 shares; 2025Q1: 33,168 shares; 2025Q2: 33,279 shares; 2025Q3: 33,094 shares; 2025Q4: 31,987 shares; 2026Q1: 30,558 shares; 2026Q2: 31,433 shares 31,433 $3.03M 1.33% +875 Timeline URA 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: not reported; 2024Q4: 23,635 shares; 2025Q1: 40,975 shares; 2025Q2: 72,835 shares; 2025Q3: 73,060 shares; 2025Q4: 72,660 shares; 2026Q1: 71,063 shares; 2026Q2: 69,138 shares 69,138 $3.02M 1.32% -1,925 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,066 shares; 2025Q1: 5,873 shares; 2025Q2: 6,563 shares; 2025Q3: 6,938 shares; 2025Q4: 8,233 shares; 2026Q1: 11,988 shares; 2026Q2: 11,658 shares 11,658 $2.91M 1.28% -330 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,032 shares; 2024Q4: 31,267 shares; 2025Q1: 32,798 shares; 2025Q2: 32,948 shares; 2025Q3: 33,918 shares; 2025Q4: 35,660 shares; 2026Q1: 34,626 shares; 2026Q2: 43,316 shares 43,316 $2.91M 1.27% +8,690 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: 2,248 shares; 2024Q4: 2,332 shares; 2025Q1: 2,387 shares; 2025Q2: 2,575 shares; 2025Q3: 2,610 shares; 2025Q4: 3,038 shares; 2026Q1: 2,873 shares; 2026Q2: 3,019 shares 3,019 $2.82M 1.24% +146 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP 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: 9,710 shares; 2026Q2: 14,395 shares 14,395 $2.74M 1.2% +4,685 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,795 shares; 2026Q2: 9,720 shares 9,720 $2.72M 1.19% +1,925 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,666 shares; 2024Q4: 22,636 shares; 2025Q1: 22,401 shares; 2025Q2: 23,372 shares; 2025Q3: 22,409 shares; 2025Q4: 21,859 shares; 2026Q1: 20,573 shares; 2026Q2: 22,798 shares 22,798 $2.68M 1.17% +2,225 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO 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: 17,920 shares; 2025Q4: 20,300 shares; 2026Q1: 23,895 shares; 2026Q2: 25,435 shares 25,435 $2.68M 1.17% +1,540 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: 1,245 shares; 2024Q4: 1,185 shares; 2025Q1: 4,806 shares; 2025Q2: 7,236 shares; 2025Q3: 7,256 shares; 2025Q4: 13,912 shares; 2026Q1: 13,822 shares; 2026Q2: 13,922 shares 13,922 $2.65M 1.16% +100 Timeline JMST 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: 13,800 shares; 2025Q2: not reported; 2025Q3: 19,895 shares; 2025Q4: 45,150 shares; 2026Q1: 24,800 shares; 2026Q2: 49,500 shares 49,500 $2.52M 1.11% +24,700 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,228 shares; 2024Q4: 85,153 shares; 2025Q1: 104,088 shares; 2025Q2: 109,288 shares; 2025Q3: 109,660 shares; 2025Q4: 104,660 shares; 2026Q1: 96,089 shares; 2026Q2: 93,980 shares 93,980 $2.51M 1.1% -2,109 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 6,815 shares; 2025Q4: 12,890 shares; 2026Q1: 14,315 shares; 2026Q2: 15,115 shares 15,115 $2.49M 1.09% +800 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,035 shares; 2024Q4: 20,885 shares; 2025Q1: 23,950 shares; 2025Q2: 27,550 shares; 2025Q3: 29,065 shares; 2025Q4: 27,515 shares; 2026Q1: 28,662 shares; 2026Q2: 34,962 shares 34,962 $2.37M 1.04% +6,300 Timeline TOST TOAST INC More: the full row for TOAST 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: 78,550 shares; 2026Q2: 85,070 shares 85,070 $2.37M 1.04% +6,520 Timeline IEMG 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,672 shares; 2026Q2: 27,927 shares 27,927 $2.31M 1.01% +4,255 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,055 shares; 2026Q2: 70,230 shares 70,230 $2.29M 1% +3,175 Timeline MCH MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,680 shares; 2024Q4: 49,105 shares; 2025Q1: 61,980 shares; 2025Q2: 63,070 shares; 2025Q3: 61,770 shares; 2025Q4: 62,920 shares; 2026Q1: 73,845 shares; 2026Q2: 76,165 shares 76,165 $2.2M 0.96% +2,320 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: 12,417 shares; 2024Q4: 12,525 shares; 2025Q1: 13,956 shares; 2025Q2: 14,163 shares; 2025Q3: 14,427 shares; 2025Q4: 14,793 shares; 2026Q1: 14,594 shares; 2026Q2: 14,928 shares 14,928 $2.19M 0.96% +334 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,435 shares; 2024Q4: 16,545 shares; 2025Q1: 16,845 shares; 2025Q2: 17,920 shares; 2025Q3: 21,130 shares; 2025Q4: 25,890 shares; 2026Q1: 25,105 shares; 2026Q2: 27,050 shares 27,050 $2.04M 0.89% +1,945 Timeline SCHA 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: 25,175 shares; 2024Q4: 50,450 shares; 2025Q1: 53,750 shares; 2025Q2: 53,675 shares; 2025Q3: 53,675 shares; 2025Q4: 53,635 shares; 2026Q1: 56,810 shares; 2026Q2: 56,260 shares 56,260 $2.03M 0.89% -550 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,846 shares; 2024Q4: 46,523 shares; 2025Q1: 44,238 shares; 2025Q2: 46,663 shares; 2025Q3: 46,918 shares; 2025Q4: 51,449 shares; 2026Q1: 50,834 shares; 2026Q2: 53,094 shares 53,094 $1.95M 0.85% +2,260 Timeline APTV APTIV PLC More: the full row for APTIV PLC 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: 30,285 shares 30,285 $1.86M 0.81% new 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: 21,952 shares; 2024Q4: 22,610 shares; 2025Q1: 23,510 shares; 2025Q2: 23,935 shares; 2025Q3: 23,499 shares; 2025Q4: 23,934 shares; 2026Q1: 21,474 shares; 2026Q2: 22,149 shares 22,149 $1.8M 0.79% +675 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,525 shares; 2024Q4: 3,170 shares; 2025Q1: 3,370 shares; 2025Q2: 2,770 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 15,223 shares; 2026Q2: 18,708 shares 18,708 $1.8M 0.79% +3,485 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: 8,460 shares; 2024Q4: 9,462 shares; 2025Q1: 18,319 shares; 2025Q2: 31,668 shares; 2025Q3: 49,600 shares; 2025Q4: 34,653 shares; 2026Q1: 30,266 shares; 2026Q2: 35,432 shares 35,432 $1.79M 0.78% +5,166 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 9,800 shares; 2026Q2: 15,640 shares 15,640 $1.79M 0.78% +5,840 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: 2,278 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,490 shares; 2025Q3: 2,432 shares; 2025Q4: 2,458 shares; 2026Q1: 2,452 shares; 2026Q2: 2,494 shares 2,494 $1.71M 0.75% +42 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,053 shares; 2024Q4: 8,598 shares; 2025Q1: 8,503 shares; 2025Q2: 9,002 shares; 2025Q3: 8,972 shares; 2025Q4: 9,212 shares; 2026Q1: 4,110 shares; 2026Q2: 4,055 shares 4,055 $1.68M 0.74% -55 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,932 shares; 2024Q4: 4,933 shares; 2025Q1: 4,723 shares; 2025Q2: 4,974 shares; 2025Q3: 4,974 shares; 2025Q4: 4,729 shares; 2026Q1: 4,734 shares; 2026Q2: 4,846 shares 4,846 $1.65M 0.72% +112 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,626 shares; 2026Q2: 9,741 shares 9,741 $1.65M 0.72% +115 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,150 shares; 2024Q4: 7,150 shares; 2025Q1: 17,845 shares; 2025Q2: 21,215 shares; 2025Q3: 21,560 shares; 2025Q4: 29,320 shares; 2026Q1: 29,440 shares; 2026Q2: 30,240 shares 30,240 $1.57M 0.69% +800 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: 9,802 shares; 2024Q4: 9,107 shares; 2025Q1: 8,522 shares; 2025Q2: 9,238 shares; 2025Q3: 6,892 shares; 2025Q4: 6,577 shares; 2026Q1: 6,185 shares; 2026Q2: 3,728 shares 3,728 $1.41M 0.62% -2,457 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,575 shares; 2026Q2: 51,000 shares 51,000 $1.4M 0.61% +9,425 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY 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: 6,920 shares; 2026Q2: 18,145 shares 18,145 $1.34M 0.59% +11,225 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,760 shares; 2025Q3: 3,223 shares; 2025Q4: 3,548 shares; 2026Q1: 5,063 shares; 2026Q2: 5,326 shares 5,326 $1.27M 0.56% +263 Timeline SCHB 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: 12,583 shares; 2024Q4: 39,714 shares; 2025Q1: 39,764 shares; 2025Q2: 40,364 shares; 2025Q3: 40,789 shares; 2025Q4: 41,214 shares; 2026Q1: 41,614 shares; 2026Q2: 41,614 shares 41,614 $1.21M 0.53% 0 Timeline VGNT VERSIGENT PLC More: the full row for VERSIGENT PLC 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: 27,200 shares 27,200 $1.14M 0.5% new 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: 5,400 shares; 2024Q4: 12,281 shares; 2025Q1: 12,281 shares; 2025Q2: 12,343 shares; 2025Q3: 12,667 shares; 2025Q4: 9,149 shares; 2026Q1: 8,489 shares; 2026Q2: 8,383 shares 8,383 $1.14M 0.5% -106 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 24,400 shares; 2026Q1: 30,335 shares; 2026Q2: 31,135 shares 31,135 $1.09M 0.48% +800 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 8,925 shares; 2025Q4: 4,560 shares; 2026Q1: 7,315 shares; 2026Q2: 11,990 shares 11,990 $1.08M 0.48% +4,675 Timeline PRF 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: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $1.08M 0.47% 0 Timeline RSPT 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: 17,950 shares; 2024Q4: 17,560 shares; 2025Q1: 16,960 shares; 2025Q2: 16,960 shares; 2025Q3: 16,935 shares; 2025Q4: 16,825 shares; 2026Q1: 15,925 shares; 2026Q2: 15,570 shares 15,570 $1M 0.44% -355 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: 725 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 760 shares; 2025Q3: 761 shares; 2025Q4: 756 shares; 2026Q1: 765 shares; 2026Q2: 2,192 shares 2,192 $811K 0.36% +1,427 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,910 shares; 2024Q4: 37,662 shares; 2025Q1: 27,693 shares; 2025Q2: 26,130 shares; 2025Q3: 25,431 shares; 2025Q4: 18,135 shares; 2026Q1: 16,860 shares; 2026Q2: 15,466 shares 15,466 $737K 0.32% -1,394 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,350 shares; 2024Q4: 25,325 shares; 2025Q1: 25,325 shares; 2025Q2: 25,325 shares; 2025Q3: 5,782 shares; 2025Q4: 5,782 shares; 2026Q1: 5,862 shares; 2026Q2: 5,752 shares 5,752 $708K 0.31% -110 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,959 shares; 2024Q4: 10,750 shares; 2025Q1: 11,725 shares; 2025Q2: 11,875 shares; 2025Q3: 12,167 shares; 2025Q4: 14,642 shares; 2026Q1: 6,799 shares; 2026Q2: 5,725 shares 5,725 $595K 0.26% -1,074 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: 25,040 shares; 2024Q4: 32,505 shares; 2025Q1: 31,430 shares; 2025Q2: 33,915 shares; 2025Q3: 34,310 shares; 2025Q4: 25,930 shares; 2026Q1: 22,850 shares; 2026Q2: 14,151 shares 14,151 $581K 0.25% -8,699 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: 1,404 shares; 2025Q3: 1,406 shares; 2025Q4: 1,294 shares; 2026Q1: 1,357 shares; 2026Q2: 419 shares 419 $579K 0.25% -938 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $549K 0.24% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares; 2026Q2: 5,900 shares 5,900 $524K 0.23% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,585 shares; 2025Q1: 13,585 shares; 2025Q2: 13,585 shares; 2025Q3: 13,585 shares; 2025Q4: 3,564 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $512K 0.22% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,800 shares; 2025Q2: 2,857 shares; 2025Q3: 2,857 shares; 2025Q4: 2,857 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $503K 0.22% 0 Timeline FLRN 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: 11,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: not reported; 2025Q3: 38,300 shares; 2025Q4: 33,000 shares; 2026Q1: 12,900 shares; 2026Q2: 14,020 shares 14,020 $433K 0.19% +1,120 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: not reported; 2024Q4: 1,074 shares; 2025Q1: 2,199 shares; 2025Q2: 1,174 shares; 2025Q3: 1,554 shares; 2025Q4: 1,554 shares; 2026Q1: 1,574 shares; 2026Q2: 1,194 shares 1,194 $422K 0.18% -380 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: 970 shares; 2026Q2: 970 shares 970 $420K 0.18% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 698 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 714 shares; 2025Q3: 713 shares; 2025Q4: 688 shares; 2026Q1: 935 shares; 2026Q2: 872 shares 872 $400K 0.18% -63 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $389K 0.17% 0 Timeline RSP 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: 1,501 shares; 2026Q2: 1,776 shares 1,776 $378K 0.17% +275 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: 4,304 shares; 2024Q4: 4,339 shares; 2025Q1: 4,320 shares; 2025Q2: 4,042 shares; 2025Q3: 4,297 shares; 2025Q4: 3,668 shares; 2026Q1: 3,856 shares; 2026Q2: 3,626 shares 3,626 $371K 0.16% -230 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: 4,913 shares; 2024Q4: 5,162 shares; 2025Q1: 5,539 shares; 2025Q2: 932 shares; 2025Q3: 932 shares; 2025Q4: 882 shares; 2026Q1: 882 shares; 2026Q2: 882 shares 882 $367K 0.16% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,950 shares; 2024Q4: 5,054 shares; 2025Q1: 4,554 shares; 2025Q2: 4,304 shares; 2025Q3: 4,304 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $359K 0.16% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 1,276 shares; 2026Q1: 1,430 shares; 2026Q2: 1,095 shares 1,095 $358K 0.16% -335 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: 2,345 shares 2,345 $327K 0.14% new Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,645 shares; 2024Q4: 88,429 shares; 2025Q1: 88,624 shares; 2025Q2: 88,776 shares; 2025Q3: 88,001 shares; 2025Q4: 87,684 shares; 2026Q1: 14,155 shares; 2026Q2: 10,900 shares 10,900 $323K 0.14% -3,255 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 745 shares; 2026Q2: 720 shares 720 $307K 0.13% -25 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,561 shares; 2026Q2: 1,338 shares 1,338 $295K 0.13% -223 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $291K 0.13% 0 Timeline FIW 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: 2,572 shares 2,572 $282K 0.12% 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: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares; 2026Q1: 682 shares; 2026Q2: 682 shares 682 $279K 0.12% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares; 2026Q1: 2,430 shares; 2026Q2: 2,238 shares 2,238 $262K 0.11% -192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,445 shares; 2026Q2: 1,991 shares 1,991 $256K 0.11% -454 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 467 shares; 2026Q2: 467 shares 467 $244K 0.11% 0 Timeline FTEC 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: 1,200 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 850 shares 850 $243K 0.11% new Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,610 shares; 2024Q4: 3,610 shares; 2025Q1: 3,610 shares; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 3,410 shares; 2026Q2: 2,010 shares 2,010 $243K 0.11% -1,400 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 819 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: not reported; 2025Q4: 638 shares; 2026Q1: 731 shares; 2026Q2: 638 shares 638 $231K 0.1% -93 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: not reported; 2024Q4: 722 shares; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 722 shares; 2026Q1: 798 shares; 2026Q2: 675 shares 675 $228K 0.1% -123 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,186 shares; 2024Q4: 22,236 shares; 2025Q1: 22,766 shares; 2025Q2: 22,642 shares; 2025Q3: 23,032 shares; 2025Q4: 11,842 shares; 2026Q1: 4,408 shares; 2026Q2: 3,300 shares 3,300 $226K 0.1% -1,108 Timeline ARKK ARK ETF TR More: the full row for ARK 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: 2,428 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,773 shares 2,773 $224K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,675 shares; 2026Q1: 3,675 shares; 2026Q2: 3,675 shares 3,675 $223K 0.1% 0 Timeline IBDR 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: 9,000 shares 9,000 $218K 0.1% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 731 shares; 2025Q3: 987 shares; 2025Q4: 916 shares; 2026Q1: 858 shares; 2026Q2: 798 shares 798 $216K 0.09% -60 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,421 shares 2,421 $207K 0.09% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542 shares; 2024Q4: not reported; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares 525 $203K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,710 shares 1,710 $201K 0.09% new Timeline