ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,846 shares; 2024Q4: 387,722 shares; 2025Q1: 391,881 shares; 2025Q2: 403,429 shares; 2025Q3: 412,183 shares; 2025Q4: 414,254 shares; 2026Q1: 410,767 shares; 2026Q2: 407,963 shares 407,963 $64M 16.04% -2,804 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: 33,794 shares; 2024Q4: 40,905 shares; 2025Q1: 40,946 shares; 2025Q2: 40,481 shares; 2025Q3: 40,881 shares; 2025Q4: 43,341 shares; 2026Q1: 48,272 shares; 2026Q2: 46,454 shares 46,454 $31.9M 7.99% -1,818 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: 35,070 shares; 2024Q4: 35,822 shares; 2025Q1: 35,878 shares; 2025Q2: 38,694 shares; 2025Q3: 41,279 shares; 2025Q4: 41,763 shares; 2026Q1: 41,347 shares; 2026Q2: 41,472 shares 41,472 $31M 7.77% +125 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: 18,417 shares; 2024Q4: 21,368 shares; 2025Q1: 21,609 shares; 2025Q2: 29,257 shares; 2025Q3: 33,751 shares; 2025Q4: 34,780 shares; 2026Q1: 35,696 shares; 2026Q2: 36,023 shares 36,023 $26.6M 6.65% +327 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,715 shares; 2024Q4: 12,715 shares; 2025Q1: 37,821 shares; 2025Q2: 39,590 shares; 2025Q3: 37,093 shares; 2025Q4: 38,044 shares; 2026Q1: 38,094 shares; 2026Q2: 37,087 shares 37,087 $20.9M 5.23% -1,007 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: 101,689 shares; 2024Q4: 104,539 shares; 2025Q1: 104,539 shares; 2025Q2: 104,619 shares; 2025Q3: 104,619 shares; 2025Q4: 105,364 shares; 2026Q1: 105,364 shares; 2026Q2: 107,297 shares 107,297 $16.8M 4.22% +1,933 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,113 shares; 2024Q4: 125,329 shares; 2025Q1: 128,561 shares; 2025Q2: 128,412 shares; 2025Q3: 130,562 shares; 2025Q4: 136,318 shares; 2026Q1: 147,446 shares; 2026Q2: 151,759 shares 151,759 $16.7M 4.19% +4,313 Timeline PRFZ 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: 194,442 shares; 2024Q4: 191,374 shares; 2025Q1: 192,467 shares; 2025Q2: 246,465 shares; 2025Q3: 267,437 shares; 2025Q4: 265,783 shares; 2026Q1: 267,339 shares; 2026Q2: 261,632 shares 261,632 $14.6M 3.65% -5,707 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,845 shares; 2024Q4: 30,985 shares; 2025Q1: 31,607 shares; 2025Q2: 38,157 shares; 2025Q3: 41,297 shares; 2025Q4: 41,686 shares; 2026Q1: 40,221 shares; 2026Q2: 38,771 shares 38,771 $14.3M 3.58% -1,450 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: 196,724 shares; 2024Q4: 197,524 shares; 2025Q1: 197,714 shares; 2025Q2: 196,444 shares; 2025Q3: 198,674 shares; 2025Q4: 197,895 shares; 2026Q1: 184,324 shares; 2026Q2: 183,087 shares 183,087 $13.8M 3.46% -1,237 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: 161,107 shares; 2024Q4: 174,624 shares; 2025Q1: 187,363 shares; 2025Q2: 192,722 shares; 2025Q3: 195,733 shares; 2025Q4: 201,060 shares; 2026Q1: 208,855 shares; 2026Q2: 214,422 shares 214,422 $12.8M 3.2% +5,567 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,398 shares; 2024Q4: 74,398 shares; 2025Q1: 74,170 shares; 2025Q2: 74,236 shares; 2025Q3: 74,170 shares; 2025Q4: 74,170 shares; 2026Q1: 74,173 shares; 2026Q2: 74,173 shares 74,173 $10.8M 2.72% 0 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: 136,588 shares; 2024Q4: 144,660 shares; 2025Q1: 145,725 shares; 2025Q2: 140,369 shares; 2025Q3: 138,569 shares; 2025Q4: 141,770 shares; 2026Q1: 149,459 shares; 2026Q2: 151,546 shares 151,546 $10.4M 2.6% +2,087 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: 9,092 shares; 2024Q4: 138,219 shares; 2025Q1: 138,231 shares; 2025Q2: 142,191 shares; 2025Q3: 142,198 shares; 2025Q4: 142,678 shares; 2026Q1: 142,287 shares; 2026Q2: 142,415 shares 142,415 $10.1M 2.54% +128 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: 17,123 shares; 2024Q4: 17,693 shares; 2025Q1: 17,696 shares; 2025Q2: 17,386 shares; 2025Q3: 17,386 shares; 2025Q4: 17,390 shares; 2026Q1: 17,390 shares; 2026Q2: 70,494 shares 70,494 $8.75M 2.19% +53,104 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: 63,738 shares; 2024Q4: 65,640 shares; 2025Q1: 65,691 shares; 2025Q2: 120,917 shares; 2025Q3: 146,290 shares; 2025Q4: 145,148 shares; 2026Q1: 141,547 shares; 2026Q2: 143,409 shares 143,409 $7.75M 1.94% +1,862 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: 14,462 shares; 2024Q4: 19,212 shares; 2025Q1: 19,212 shares; 2025Q2: 19,212 shares; 2025Q3: 19,212 shares; 2025Q4: 20,397 shares; 2026Q1: 23,917 shares; 2026Q2: 25,092 shares 25,092 $7.54M 1.89% +1,175 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,754 shares; 2024Q4: 24,099 shares; 2025Q1: 24,141 shares; 2025Q2: 62,360 shares; 2025Q3: 80,641 shares; 2025Q4: 80,074 shares; 2026Q1: 79,121 shares; 2026Q2: 79,227 shares 79,227 $5.99M 1.5% +106 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: 21,620 shares; 2024Q4: 21,620 shares; 2025Q1: 22,430 shares; 2025Q2: 37,581 shares; 2025Q3: 22,491 shares; 2025Q4: 22,761 shares; 2026Q1: 27,670 shares; 2026Q2: 28,199 shares 28,199 $5.64M 1.41% +529 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: 126,290 shares; 2024Q4: 126,290 shares; 2025Q1: 126,290 shares; 2025Q2: 126,751 shares; 2025Q3: 126,290 shares; 2025Q4: 98,184 shares; 2026Q1: 98,184 shares; 2026Q2: 98,195 shares 98,195 $5.34M 1.34% +11 Timeline ACRS ACLARIS THERAPEUTICS INC More: the full row for ACLARIS THERAPEUTICS 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: 714,823 shares; 2025Q4: 714,823 shares; 2026Q1: 714,823 shares; 2026Q2: 714,823 shares 714,823 $3.78M 0.95% 0 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: 15,055 shares; 2024Q4: 15,159 shares; 2025Q1: 14,893 shares; 2025Q2: 19,612 shares; 2025Q3: 13,718 shares; 2025Q4: 12,463 shares; 2026Q1: 10,650 shares; 2026Q2: 9,031 shares 9,031 $3.23M 0.81% -1,619 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: 4,479 shares; 2024Q4: 8,858 shares; 2025Q1: 8,858 shares; 2025Q2: 10,044 shares; 2025Q3: 8,858 shares; 2025Q4: 8,858 shares; 2026Q1: 8,932 shares; 2026Q2: 8,942 shares 8,942 $3.05M 0.76% +10 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,408 shares; 2024Q4: 12,558 shares; 2025Q1: 23,665 shares; 2025Q2: 24,950 shares; 2025Q3: 32,761 shares; 2025Q4: 35,871 shares; 2026Q1: 57,590 shares; 2026Q2: 56,733 shares 56,733 $2.72M 0.68% -857 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: 12,699 shares; 2024Q4: 13,388 shares; 2025Q1: 12,208 shares; 2025Q2: 28,900 shares; 2025Q3: 19,025 shares; 2025Q4: 19,150 shares; 2026Q1: 8,350 shares; 2026Q2: 8,235 shares 8,235 $2.38M 0.6% -115 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: 4,818 shares; 2024Q4: 4,787 shares; 2025Q1: 4,799 shares; 2025Q2: 6,086 shares; 2025Q3: 4,993 shares; 2025Q4: 4,958 shares; 2026Q1: 4,798 shares; 2026Q2: 4,718 shares 4,718 $2.36M 0.59% -80 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: 5,777 shares; 2024Q4: 6,232 shares; 2025Q1: 6,325 shares; 2025Q2: 11,531 shares; 2025Q3: 6,221 shares; 2025Q4: 6,278 shares; 2026Q1: 6,494 shares; 2026Q2: 6,228 shares 6,228 $2.32M 0.58% -266 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: 1,003 shares; 2025Q1: 1,197 shares; 2025Q2: 1,256 shares; 2025Q3: 1,229 shares; 2025Q4: 1,231 shares; 2026Q1: 1,148 shares; 2026Q2: 1,132 shares 1,132 $2.25M 0.56% -16 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 33,007 shares; 2026Q1: 30,837 shares; 2026Q2: 36,080 shares 36,080 $2.17M 0.54% +5,243 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,200 shares; 2024Q4: 18,200 shares; 2025Q1: 18,200 shares; 2025Q2: 18,200 shares; 2025Q3: 18,200 shares; 2025Q4: 18,200 shares; 2026Q1: 18,200 shares; 2026Q2: 18,200 shares 18,200 $2.17M 0.54% 0 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: 69,018 shares; 2024Q4: 69,093 shares; 2025Q1: 69,161 shares; 2025Q2: 68,698 shares; 2025Q3: 64,097 shares; 2025Q4: 41,494 shares; 2026Q1: 41,554 shares; 2026Q2: 41,617 shares 41,617 $2.12M 0.53% +63 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: 22,078 shares; 2024Q4: 20,800 shares; 2025Q1: 22,016 shares; 2025Q2: 21,484 shares; 2025Q3: 17,380 shares; 2025Q4: 17,499 shares; 2026Q1: 18,130 shares; 2026Q2: 18,065 shares 18,065 $1.75M 0.44% -65 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,095 shares; 2024Q4: 17,547 shares; 2025Q1: 18,543 shares; 2025Q2: 21,015 shares; 2025Q3: 20,036 shares; 2025Q4: 20,106 shares; 2026Q1: 19,375 shares; 2026Q2: 19,859 shares 19,859 $1.57M 0.39% +484 Timeline VOE 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: 5,729 shares; 2024Q4: 5,947 shares; 2025Q1: 5,961 shares; 2025Q2: 5,837 shares; 2025Q3: 5,849 shares; 2025Q4: 6,209 shares; 2026Q1: 6,515 shares; 2026Q2: 7,078 shares 7,078 $1.4M 0.35% +563 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: 7,652 shares; 2024Q4: 8,011 shares; 2025Q1: 7,926 shares; 2025Q2: 9,132 shares; 2025Q3: 8,158 shares; 2025Q4: 7,957 shares; 2026Q1: 5,731 shares; 2026Q2: 5,230 shares 5,230 $1.33M 0.33% -501 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,084 shares; 2024Q4: 4,061 shares; 2025Q1: 3,961 shares; 2025Q2: 4,016 shares; 2025Q3: 3,901 shares; 2025Q4: 3,906 shares; 2026Q1: 3,792 shares; 2026Q2: 3,725 shares 3,725 $1.32M 0.33% -67 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: not reported; 2024Q4: 603 shares; 2025Q1: 606 shares; 2025Q2: 1,495 shares; 2025Q3: 1,209 shares; 2025Q4: 1,009 shares; 2026Q1: 988 shares; 2026Q2: 1,070 shares 1,070 $1.28M 0.32% +82 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,815 shares; 2024Q4: 13,292 shares; 2025Q1: 13,482 shares; 2025Q2: 12,869 shares; 2025Q3: 12,997 shares; 2025Q4: 13,090 shares; 2026Q1: 11,430 shares; 2026Q2: 11,527 shares 11,527 $1.16M 0.29% +97 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: 3,559 shares; 2024Q4: 3,718 shares; 2025Q1: 3,694 shares; 2025Q2: 4,593 shares; 2025Q3: 2,800 shares; 2025Q4: 2,803 shares; 2026Q1: 3,394 shares; 2026Q2: 3,349 shares 3,349 $1.15M 0.29% -45 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: 1,200 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 3,755 shares; 2025Q3: 1,936 shares; 2025Q4: 1,936 shares; 2026Q1: 3,071 shares; 2026Q2: 3,042 shares 3,042 $1.07M 0.27% -29 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: 8,647 shares; 2024Q4: 8,422 shares; 2025Q1: 8,628 shares; 2025Q2: 9,612 shares; 2025Q3: 10,226 shares; 2025Q4: 9,939 shares; 2026Q1: 9,701 shares; 2026Q2: 9,650 shares 9,650 $986K 0.25% -51 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: 2,211 shares; 2024Q4: 2,624 shares; 2025Q1: 2,705 shares; 2025Q2: 4,175 shares; 2025Q3: 3,523 shares; 2025Q4: 3,503 shares; 2026Q1: 6,509 shares; 2026Q2: 6,488 shares 6,488 $951K 0.24% -21 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: 20,248 shares; 2024Q4: 19,403 shares; 2025Q1: 11,091 shares; 2025Q2: 7,432 shares; 2025Q3: 5,769 shares; 2025Q4: 5,783 shares; 2026Q1: 5,106 shares; 2026Q2: 5,002 shares 5,002 $949K 0.24% -104 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: 18,191 shares; 2024Q4: 16,745 shares; 2025Q1: 15,805 shares; 2025Q2: 13,615 shares; 2025Q3: 12,162 shares; 2025Q4: 11,933 shares; 2026Q1: 6,363 shares; 2026Q2: 6,367 shares 6,367 $933K 0.23% +4 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,395 shares; 2024Q4: 6,277 shares; 2025Q1: 6,301 shares; 2025Q2: 6,375 shares; 2025Q3: 5,022 shares; 2025Q4: 5,033 shares; 2026Q1: 4,519 shares; 2026Q2: 4,519 shares 4,519 $854K 0.21% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,453 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,909 shares; 2026Q2: 1,944 shares 1,944 $818K 0.2% +35 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: 2,351 shares; 2024Q4: 2,351 shares; 2025Q1: 2,939 shares; 2025Q2: 3,586 shares; 2025Q3: 3,586 shares; 2025Q4: 3,429 shares; 2026Q1: 3,429 shares; 2026Q2: 3,429 shares 3,429 $811K 0.2% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,072 shares; 2024Q4: 6,131 shares; 2025Q1: 6,140 shares; 2025Q2: 9,540 shares; 2025Q3: 9,826 shares; 2025Q4: 8,996 shares; 2026Q1: 9,033 shares; 2026Q2: 9,442 shares 9,442 $780K 0.2% +409 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,083 shares; 2024Q4: 4,085 shares; 2025Q1: 4,086 shares; 2025Q2: 4,088 shares; 2025Q3: 4,089 shares; 2025Q4: 4,091 shares; 2026Q1: 4,093 shares; 2026Q2: 4,095 shares 4,095 $770K 0.19% +2 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,218 shares; 2024Q4: 17,392 shares; 2025Q1: 17,466 shares; 2025Q2: 16,312 shares; 2025Q3: 16,747 shares; 2025Q4: 16,444 shares; 2026Q1: 15,581 shares; 2026Q2: 15,764 shares 15,764 $763K 0.19% +183 Timeline HEZU 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: 9,452 shares; 2026Q1: 14,225 shares; 2026Q2: 14,225 shares 14,225 $713K 0.18% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,462 shares; 2026Q2: 7,782 shares 7,782 $670K 0.17% +6,320 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: 2,474 shares; 2024Q4: 1,904 shares; 2025Q1: 1,877 shares; 2025Q2: 2,589 shares; 2025Q3: 1,837 shares; 2025Q4: 1,839 shares; 2026Q1: 1,828 shares; 2026Q2: 1,813 shares 1,813 $639K 0.16% -15 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 8,266 shares 8,266 $628K 0.16% new Timeline ACWX 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: 5,740 shares; 2026Q2: 8,208 shares 8,208 $625K 0.16% +2,468 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: 1,540 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,984 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 1,870 shares; 2026Q2: 1,880 shares 1,880 $615K 0.15% +10 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: 4,658 shares; 2024Q4: 5,147 shares; 2025Q1: not reported; 2025Q2: 4,629 shares; 2025Q3: 4,629 shares; 2025Q4: 4,510 shares; 2026Q1: 7,332 shares; 2026Q2: 7,200 shares 7,200 $596K 0.15% -132 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: 574 shares; 2024Q4: 574 shares; 2025Q1: 574 shares; 2025Q2: 938 shares; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $595K 0.15% 0 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: 3,830 shares; 2024Q4: 11,378 shares; 2025Q1: 11,056 shares; 2025Q2: 24,052 shares; 2025Q3: 24,065 shares; 2025Q4: 20,378 shares; 2026Q1: 20,390 shares; 2026Q2: 20,401 shares 20,401 $591K 0.15% +11 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,383 shares; 2024Q4: 5,247 shares; 2025Q1: 5,794 shares; 2025Q2: 6,122 shares; 2025Q3: 6,246 shares; 2025Q4: 6,331 shares; 2026Q1: 6,868 shares; 2026Q2: 6,921 shares 6,921 $556K 0.14% +53 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: 3,166 shares; 2024Q4: 3,490 shares; 2025Q1: 3,577 shares; 2025Q2: 3,802 shares; 2025Q3: 3,870 shares; 2025Q4: 3,891 shares; 2026Q1: 3,459 shares; 2026Q2: 3,470 shares 3,470 $470K 0.12% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,020 shares; 2025Q3: 1,198 shares; 2025Q4: 1,177 shares; 2026Q1: 1,177 shares; 2026Q2: 1,177 shares 1,177 $436K 0.11% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,455 shares; 2024Q4: 3,695 shares; 2025Q1: 3,695 shares; 2025Q2: 4,254 shares; 2025Q3: 4,254 shares; 2025Q4: 4,423 shares; 2026Q1: 4,181 shares; 2026Q2: 4,421 shares 4,421 $426K 0.11% +240 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,494 shares; 2024Q4: 11,651 shares; 2025Q1: 11,651 shares; 2025Q2: 11,758 shares; 2025Q3: 12,440 shares; 2025Q4: 16,421 shares; 2026Q1: 16,749 shares; 2026Q2: 18,034 shares 18,034 $411K 0.1% +1,285 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,093 shares; 2024Q4: 15,030 shares; 2025Q1: 15,377 shares; 2025Q2: 14,561 shares; 2025Q3: 14,722 shares; 2025Q4: 19,519 shares; 2026Q1: 18,357 shares; 2026Q2: 18,335 shares 18,335 $397K 0.1% -22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,464 shares; 2025Q4: 4,464 shares; 2026Q1: 4,464 shares; 2026Q2: 4,464 shares 4,464 $358K 0.09% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,620 shares; 2026Q2: 1,620 shares 1,620 $358K 0.09% 0 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: 1,238 shares; 2024Q4: 1,238 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 766 shares; 2025Q4: 1,482 shares; 2026Q1: 1,542 shares; 2026Q2: 1,842 shares 1,842 $351K 0.09% +300 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,083 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,779 shares; 2026Q1: 9,892 shares; 2026Q2: 11,269 shares 11,269 $342K 0.09% +1,377 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: not reported; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 8,000 shares; 2025Q3: 1,314 shares; 2025Q4: 1,514 shares; 2026Q1: 1,407 shares; 2026Q2: 1,407 shares 1,407 $335K 0.08% 0 Timeline HEWJ 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: 5,020 shares; 2026Q2: 5,020 shares 5,020 $324K 0.08% 0 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: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 392 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 314 shares; 2026Q2: 314 shares 314 $318K 0.08% 0 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: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: not reported; 2025Q4: 907 shares; 2026Q1: 907 shares; 2026Q2: 907 shares 907 $312K 0.08% 0 Timeline XLI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,490 shares 1,490 $276K 0.07% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,231 shares; 2024Q4: 6,231 shares; 2025Q1: 6,231 shares; 2025Q2: 6,231 shares; 2025Q3: 6,231 shares; 2025Q4: 6,231 shares; 2026Q1: 6,237 shares; 2026Q2: 6,242 shares 6,242 $260K 0.07% +5 Timeline ERAS ERASCA INC More: the full row for ERASCA 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: 14,000 shares 14,000 $256K 0.06% new 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: 2,829 shares; 2024Q4: 2,863 shares; 2025Q1: 2,880 shares; 2025Q2: 2,908 shares; 2025Q3: 2,936 shares; 2025Q4: 2,975 shares; 2026Q1: 2,994 shares; 2026Q2: 3,025 shares 3,025 $236K 0.06% +31 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,239 shares; 2026Q1: 2,269 shares; 2026Q2: 2,441 shares 2,441 $231K 0.06% +172 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: 11,319 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,918 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,959 shares 1,959 $230K 0.06% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,852 shares; 2024Q4: 1,852 shares; 2025Q1: 1,852 shares; 2025Q2: 2,017 shares; 2025Q3: 1,852 shares; 2025Q4: 1,852 shares; 2026Q1: 1,855 shares; 2026Q2: 1,863 shares 1,863 $228K 0.06% +8 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 892 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 568 shares 568 $226K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 296 shares; 2026Q1: not reported; 2026Q2: 296 shares 296 $222K 0.06% new Timeline IWS 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: 1,300 shares 1,300 $214K 0.05% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,919 shares; 2025Q1: 2,718 shares; 2025Q2: 3,970 shares; 2025Q3: 2,718 shares; 2025Q4: 2,224 shares; 2026Q1: 2,274 shares; 2026Q2: 2,274 shares 2,274 $210K 0.05% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 551 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: not reported; 2026Q2: 405 shares 405 $203K 0.05% new Timeline VXF 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 816 shares 816 $201K 0.05% new Timeline WEAV WEAVE COMMUNICATIONS INC More: the full row for WEAVE COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,372 shares; 2024Q4: 31,372 shares; 2025Q1: 31,372 shares; 2025Q2: 31,372 shares; 2025Q3: 31,372 shares; 2025Q4: 31,372 shares; 2026Q1: 31,372 shares; 2026Q2: 31,372 shares 31,372 $188K 0.05% 0 Timeline