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: 201,740 shares; 2024Q4: 210,651 shares; 2025Q1: 208,417 shares; 2025Q2: 204,206 shares; 2025Q3: 201,759 shares; 2025Q4: 204,898 shares; 2026Q1: 207,973 shares; 2026Q2: 195,196 shares 195,196 $72.2M 29.88% -12,777 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: 39,353 shares; 2024Q4: 43,631 shares; 2025Q1: 46,216 shares; 2025Q2: 44,930 shares; 2025Q3: 46,112 shares; 2025Q4: 47,898 shares; 2026Q1: 49,741 shares; 2026Q2: 64,399 shares 64,399 $44.2M 18.3% +14,658 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: 55,918 shares; 2024Q4: 55,981 shares; 2025Q1: 56,069 shares; 2025Q2: 55,620 shares; 2025Q3: 56,080 shares; 2025Q4: 55,480 shares; 2026Q1: 55,083 shares; 2026Q2: 55,186 shares 55,186 $27.6M 11.42% +103 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: 213,403 shares; 2024Q4: 218,190 shares; 2025Q1: 233,687 shares; 2025Q2: 230,946 shares; 2025Q3: 240,215 shares; 2025Q4: 271,005 shares; 2026Q1: 288,563 shares; 2026Q2: 306,567 shares 306,567 $21.8M 9.04% +18,004 Timeline VPU 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: 82,913 shares; 2024Q4: 83,769 shares; 2025Q1: 83,273 shares; 2025Q2: 82,619 shares; 2025Q3: 82,654 shares; 2025Q4: 80,177 shares; 2026Q1: 79,437 shares; 2026Q2: 79,370 shares 79,370 $15.5M 6.43% -67 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,927 shares; 2024Q4: 40,020 shares; 2025Q1: 41,844 shares; 2025Q2: 36,710 shares; 2025Q3: 101,555 shares; 2025Q4: 165,875 shares; 2026Q1: 187,955 shares; 2026Q2: 163,321 shares 163,321 $9.5M 3.93% -24,634 Timeline VNQ 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: 47,195 shares; 2024Q4: 51,021 shares; 2025Q1: 53,848 shares; 2025Q2: 54,276 shares; 2025Q3: 55,833 shares; 2025Q4: 56,114 shares; 2026Q1: 56,910 shares; 2026Q2: 57,533 shares 57,533 $5.55M 2.29% +623 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: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $5.24M 2.17% 0 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: 44,692 shares; 2024Q4: 58,248 shares; 2025Q1: 59,808 shares; 2025Q2: 59,616 shares; 2025Q3: 58,954 shares; 2025Q4: 62,110 shares; 2026Q1: 63,322 shares; 2026Q2: 60,940 shares 60,940 $5.21M 2.16% -2,382 Timeline IDEV 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: 36,160 shares; 2025Q3: 36,160 shares; 2025Q4: 36,834 shares; 2026Q1: 36,834 shares; 2026Q2: 37,387 shares 37,387 $3.33M 1.38% +553 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,642 shares; 2024Q4: 35,002 shares; 2025Q1: 33,068 shares; 2025Q2: 31,990 shares; 2025Q3: 31,201 shares; 2025Q4: 31,669 shares; 2026Q1: 31,518 shares; 2026Q2: 31,323 shares 31,323 $2.62M 1.09% -195 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: 11,224 shares; 2024Q4: 11,224 shares; 2025Q1: 11,474 shares; 2025Q2: 11,534 shares; 2025Q3: 11,384 shares; 2025Q4: 11,384 shares; 2026Q1: 11,384 shares; 2026Q2: 11,485 shares 11,485 $2.3M 0.95% +101 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,534 shares 80,534 $1.94M 0.8% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 24,548 shares 24,548 $1.86M 0.77% new Timeline DFAX 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: 48,888 shares; 2024Q4: 48,888 shares; 2025Q1: 48,888 shares; 2025Q2: 48,888 shares; 2025Q3: 48,888 shares; 2025Q4: 48,888 shares; 2026Q1: 48,888 shares; 2026Q2: 48,888 shares 48,888 $1.8M 0.74% 0 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: 17,352 shares; 2024Q4: 17,522 shares; 2025Q1: 17,584 shares; 2025Q2: 17,805 shares; 2025Q3: 17,846 shares; 2025Q4: 17,991 shares; 2026Q1: 18,065 shares; 2026Q2: 18,281 shares 18,281 $1.62M 0.67% +216 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: 5,101 shares; 2024Q4: 5,101 shares; 2025Q1: 5,101 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares; 2025Q4: 4,825 shares; 2026Q1: 5,101 shares; 2026Q2: 5,101 shares 5,101 $1.35M 0.56% 0 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: 4,373 shares; 2024Q4: 4,374 shares; 2025Q1: 4,374 shares; 2025Q2: 4,099 shares; 2025Q3: 4,678 shares; 2025Q4: 4,621 shares; 2026Q1: 4,621 shares; 2026Q2: 4,621 shares 4,621 $1.34M 0.55% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,863 shares; 2024Q4: 5,867 shares; 2025Q1: 5,901 shares; 2025Q2: 5,891 shares; 2025Q3: 5,923 shares; 2025Q4: 5,984 shares; 2026Q1: 6,017 shares; 2026Q2: 5,700 shares 5,700 $1.24M 0.51% -317 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 35,405 shares 35,405 $1.17M 0.49% -14,595 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: 13,940 shares; 2024Q4: 13,940 shares; 2025Q1: 13,940 shares; 2025Q2: 13,940 shares; 2025Q3: 13,940 shares; 2025Q4: 13,940 shares; 2026Q1: 13,940 shares; 2026Q2: 13,940 shares 13,940 $1.06M 0.44% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686 shares; 2026Q1: 1,045 shares; 2026Q2: 1,215 shares 1,215 $895K 0.37% +170 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,035 shares; 2024Q4: 3,051 shares; 2025Q1: 3,072 shares; 2025Q2: 3,072 shares; 2025Q3: 3,095 shares; 2025Q4: 3,116 shares; 2026Q1: 3,134 shares; 2026Q2: 3,148 shares 3,148 $765K 0.32% +14 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,694 shares; 2024Q4: 8,787 shares; 2025Q1: 8,572 shares; 2025Q2: 8,074 shares; 2025Q3: 8,074 shares; 2025Q4: 7,118 shares; 2026Q1: 6,994 shares; 2026Q2: 7,008 shares 7,008 $761K 0.31% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,064 shares; 2025Q4: 4,080 shares; 2026Q1: 4,464 shares; 2026Q2: 4,092 shares 4,092 $642K 0.27% -372 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,676 shares; 2024Q4: 1,676 shares; 2025Q1: 1,676 shares; 2025Q2: not reported; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: 1,676 shares; 2026Q2: 1,676 shares 1,676 $634K 0.26% 0 Timeline VBK 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: 1,690 shares; 2024Q4: 1,691 shares; 2025Q1: 1,692 shares; 2025Q2: 1,692 shares; 2025Q3: 1,693 shares; 2025Q4: 1,696 shares; 2026Q1: 1,696 shares; 2026Q2: 1,697 shares 1,697 $621K 0.26% +1 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,196 shares; 2025Q4: 5,335 shares; 2026Q1: 5,335 shares; 2026Q2: 5,335 shares 5,335 $617K 0.26% 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: 3,695 shares; 2024Q4: 3,736 shares; 2025Q1: 3,743 shares; 2025Q2: 3,745 shares; 2025Q3: 3,748 shares; 2025Q4: 3,750 shares; 2026Q1: 2,838 shares; 2026Q2: 2,838 shares 2,838 $604K 0.25% 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: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares; 2026Q2: 1,660 shares 1,660 $593K 0.25% 0 Timeline CIBR 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: 6,073 shares; 2024Q4: 6,073 shares; 2025Q1: 6,073 shares; 2025Q2: 6,073 shares; 2025Q3: 6,073 shares; 2025Q4: 6,073 shares; 2026Q1: 6,073 shares; 2026Q2: 6,073 shares 6,073 $546K 0.23% 0 Timeline FXA INVESCO CURRENCYSHARES AUSTR More: the full row for INVESCO CURRENCYSHARES AUSTR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,804 shares; 2025Q3: 7,826 shares; 2025Q4: 7,844 shares; 2026Q1: 7,863 shares; 2026Q2: 7,890 shares 7,890 $541K 0.22% +27 Timeline VNQI 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: 9,893 shares; 2024Q4: 12,799 shares; 2025Q1: 10,818 shares; 2025Q2: 10,818 shares; 2025Q3: 10,872 shares; 2025Q4: 11,352 shares; 2026Q1: 12,152 shares; 2026Q2: 11,337 shares 11,337 $508K 0.21% -815 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: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $498K 0.21% 0 Timeline FXC INVESCO CURRENCYSHARES CDN D More: the full row for INVESCO CURRENCYSHARES CDN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,140 shares; 2025Q3: 7,149 shares; 2025Q4: 7,154 shares; 2026Q1: 7,156 shares; 2026Q2: 7,158 shares 7,158 $493K 0.2% +2 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,989 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares; 2026Q1: 2,989 shares; 2026Q2: 2,989 shares 2,989 $472K 0.2% 0 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: 3,291 shares; 2024Q4: 3,291 shares; 2025Q1: 3,291 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 3,291 shares; 2026Q2: 3,291 shares 3,291 $443K 0.18% 0 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: 1,676 shares; 2024Q4: 1,666 shares; 2025Q1: 1,668 shares; 2025Q2: 1,645 shares; 2025Q3: 1,647 shares; 2025Q4: 1,648 shares; 2026Q1: 1,650 shares; 2026Q2: 1,652 shares 1,652 $407K 0.17% +2 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: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares; 2026Q2: 1,035 shares 1,035 $355K 0.15% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,016 shares; 2025Q4: 986 shares; 2026Q1: 981 shares; 2026Q2: 981 shares 981 $346K 0.14% 0 Timeline INDA 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: 14,830 shares; 2025Q3: 14,830 shares; 2025Q4: 14,244 shares; 2026Q1: 13,350 shares; 2026Q2: 6,489 shares 6,489 $321K 0.13% -6,861 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: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 940 shares; 2025Q3: 915 shares; 2025Q4: 911 shares; 2026Q1: 910 shares; 2026Q2: 910 shares 910 $298K 0.12% 0 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: not reported; 2024Q4: 324 shares; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 305 shares; 2026Q1: 306 shares; 2026Q2: 2,446 shares 2,446 $292K 0.12% +2,140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 789 shares; 2025Q4: 789 shares; 2026Q1: 790 shares; 2026Q2: 790 shares 790 $279K 0.12% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON 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: not reported; 2026Q2: 1,619 shares 1,619 $268K 0.11% new 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: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,131 shares; 2025Q2: 941 shares; 2025Q3: 959 shares; 2025Q4: 881 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $262K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 927 shares; 2026Q2: 927 shares 927 $235K 0.1% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP 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: 919 shares 919 $226K 0.09% new 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: 604 shares; 2024Q4: 604 shares; 2025Q1: 599 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: not reported; 2026Q2: 584 shares 584 $218K 0.09% new Timeline