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: 194,522 shares; 2024Q4: 210,914 shares; 2025Q1: 222,439 shares; 2025Q2: 241,970 shares; 2025Q3: 262,045 shares; 2025Q4: 279,727 shares; 2026Q1: 450,867 shares; 2026Q2: 482,387 shares 482,387 $34.4M 8.62% +31,520 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: 363,948 shares; 2024Q4: 406,994 shares; 2025Q1: 415,093 shares; 2025Q2: 426,436 shares; 2025Q3: 444,351 shares; 2025Q4: 434,609 shares; 2026Q1: 318,108 shares; 2026Q2: 347,507 shares 347,507 $26.2M 6.58% +29,399 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: 79,302 shares; 2024Q4: 73,214 shares; 2025Q1: 74,161 shares; 2025Q2: 79,688 shares; 2025Q3: 86,195 shares; 2025Q4: 97,951 shares; 2026Q1: 95,023 shares; 2026Q2: 106,965 shares 106,965 $21.4M 5.36% +11,942 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: 183,537 shares; 2024Q4: 212,925 shares; 2025Q1: 230,785 shares; 2025Q2: 261,966 shares; 2025Q3: 279,248 shares; 2025Q4: 307,261 shares; 2026Q1: 345,750 shares; 2026Q2: 342,342 shares 342,342 $17.3M 4.34% -3,408 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: 43,335 shares; 2024Q4: 45,729 shares; 2025Q1: 47,715 shares; 2025Q2: 54,137 shares; 2025Q3: 54,340 shares; 2025Q4: 60,761 shares; 2026Q1: 57,355 shares; 2026Q2: 59,098 shares 59,098 $17.1M 4.29% +1,743 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: 5,040 shares; 2024Q4: 6,306 shares; 2025Q1: 34,339 shares; 2025Q2: 38,248 shares; 2025Q3: 38,993 shares; 2025Q4: 40,147 shares; 2026Q1: 40,680 shares; 2026Q2: 40,272 shares 40,272 $14.2M 3.57% -408 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: 28,672 shares; 2024Q4: 28,060 shares; 2025Q1: 27,012 shares; 2025Q2: 28,262 shares; 2025Q3: 31,377 shares; 2025Q4: 36,690 shares; 2026Q1: 34,632 shares; 2026Q2: 36,329 shares 36,329 $13.6M 3.4% +1,697 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: 80,358 shares; 2024Q4: 80,357 shares; 2025Q1: 84,162 shares; 2025Q2: 95,804 shares; 2025Q3: 104,074 shares; 2025Q4: 112,837 shares; 2026Q1: 188,570 shares; 2026Q2: 200,329 shares 200,329 $12M 3% +11,759 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 82,291 shares; 2025Q1: 89,466 shares; 2025Q2: 101,239 shares; 2025Q3: 108,612 shares; 2025Q4: 121,156 shares; 2026Q1: 135,800 shares; 2026Q2: 134,999 shares 134,999 $10.5M 2.64% -801 Timeline VMBS 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: 182,825 shares; 2024Q4: 143,735 shares; 2025Q1: 154,692 shares; 2025Q2: 175,039 shares; 2025Q3: 185,140 shares; 2025Q4: 200,949 shares; 2026Q1: 221,809 shares; 2026Q2: 220,560 shares 220,560 $10.3M 2.59% -1,249 Timeline SCHP 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: 125,962 shares; 2024Q4: 251,999 shares; 2025Q1: 270,037 shares; 2025Q2: 304,479 shares; 2025Q3: 321,960 shares; 2025Q4: 352,023 shares; 2026Q1: 391,470 shares; 2026Q2: 388,909 shares 388,909 $10.3M 2.58% -2,561 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: 34,331 shares; 2024Q4: 32,069 shares; 2025Q1: 31,033 shares; 2025Q2: 34,205 shares; 2025Q3: 38,745 shares; 2025Q4: 40,013 shares; 2026Q1: 37,815 shares; 2026Q2: 41,935 shares 41,935 $9.99M 2.51% +4,120 Timeline BIV 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: 43,121 shares; 2024Q4: 79,802 shares; 2025Q1: 86,453 shares; 2025Q2: 97,649 shares; 2025Q3: 103,277 shares; 2025Q4: 112,377 shares; 2026Q1: 124,874 shares; 2026Q2: 124,582 shares 124,582 $9.56M 2.4% -292 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,226 shares; 2024Q4: 112,416 shares; 2025Q1: 116,271 shares; 2025Q2: 123,714 shares; 2025Q3: 130,246 shares; 2025Q4: 152,033 shares; 2026Q1: 235,487 shares; 2026Q2: 247,831 shares 247,831 $8.25M 2.07% +12,344 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: not reported; 2024Q4: 17,558 shares; 2025Q1: 14,557 shares; 2025Q2: 15,168 shares; 2025Q3: 15,833 shares; 2025Q4: 18,860 shares; 2026Q1: 19,718 shares; 2026Q2: 21,137 shares 21,137 $7.98M 2% +1,419 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: 145,794 shares; 2024Q4: 173,374 shares; 2025Q1: 180,093 shares; 2025Q2: 195,133 shares; 2025Q3: 208,379 shares; 2025Q4: 234,159 shares; 2026Q1: 226,428 shares; 2026Q2: 222,780 shares 222,780 $6.77M 1.7% -3,648 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,086 shares 15,086 $6.54M 1.64% new 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: 6,448 shares; 2024Q4: 6,604 shares; 2025Q1: 6,501 shares; 2025Q2: 6,890 shares; 2025Q3: 7,548 shares; 2025Q4: 9,474 shares; 2026Q1: 8,687 shares; 2026Q2: 11,562 shares 11,562 $6.51M 1.63% +2,875 Timeline AME AMETEK INC More: the full row for AMETEK 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: 10,973 shares; 2026Q2: 24,822 shares 24,822 $6.01M 1.51% +13,849 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,805 shares; 2025Q2: 22,946 shares; 2025Q3: 15,947 shares; 2025Q4: 21,034 shares; 2026Q1: not reported; 2026Q2: 32,153 shares 32,153 $5.67M 1.42% new 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: 8,568 shares; 2024Q4: 7,762 shares; 2025Q1: 7,431 shares; 2025Q2: 7,748 shares; 2025Q3: 8,751 shares; 2025Q4: 10,996 shares; 2026Q1: 11,012 shares; 2026Q2: 11,895 shares 11,895 $5M 1.25% +883 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: 9,805 shares; 2024Q4: 10,981 shares; 2025Q1: 10,918 shares; 2025Q2: 11,825 shares; 2025Q3: 14,861 shares; 2025Q4: 14,475 shares; 2026Q1: 14,447 shares; 2026Q2: 14,902 shares 14,902 $4.88M 1.22% +455 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY 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: 12,359 shares; 2026Q2: 22,306 shares 22,306 $4.66M 1.17% +9,947 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: 42,785 shares; 2025Q4: 41,738 shares; 2026Q1: 31,417 shares; 2026Q2: 33,032 shares 33,032 $4.61M 1.16% +1,615 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: not reported; 2024Q4: not reported; 2025Q1: 917 shares; 2025Q2: not reported; 2025Q3: 11,772 shares; 2025Q4: 14,279 shares; 2026Q1: 12,361 shares; 2026Q2: 12,741 shares 12,741 $4.37M 1.1% +380 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,421 shares; 2026Q2: 21,472 shares 21,472 $4.07M 1.02% +6,051 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: 19,461 shares; 2024Q4: 20,950 shares; 2025Q1: 13,369 shares; 2025Q2: 15,799 shares; 2025Q3: 17,742 shares; 2025Q4: 23,938 shares; 2026Q1: 28,535 shares; 2026Q2: 29,344 shares 29,344 $3.77M 0.95% +809 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: 26,036 shares; 2024Q4: 27,978 shares; 2025Q1: 25,148 shares; 2025Q2: 27,126 shares; 2025Q3: 30,892 shares; 2025Q4: 27,386 shares; 2026Q1: 25,650 shares; 2026Q2: 31,802 shares 31,802 $3.6M 0.9% +6,152 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: 59,761 shares; 2024Q4: 44,090 shares; 2025Q1: 47,810 shares; 2025Q2: 54,141 shares; 2025Q3: 57,726 shares; 2025Q4: 63,688 shares; 2026Q1: 71,645 shares; 2026Q2: 71,738 shares 71,738 $3.47M 0.87% +93 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: 5,608 shares; 2025Q4: not reported; 2026Q1: 26,500 shares; 2026Q2: 29,521 shares 29,521 $3.47M 0.87% +3,021 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: 10,440 shares; 2024Q4: 9,027 shares; 2025Q1: 6,529 shares; 2025Q2: 7,169 shares; 2025Q3: 7,294 shares; 2025Q4: not reported; 2026Q1: 8,388 shares; 2026Q2: 10,776 shares 10,776 $3.21M 0.81% +2,388 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,957 shares; 2024Q4: 19,812 shares; 2025Q1: 15,859 shares; 2025Q2: 18,164 shares; 2025Q3: 8,888 shares; 2025Q4: 19,292 shares; 2026Q1: 13,619 shares; 2026Q2: 28,056 shares 28,056 $3.03M 0.76% +14,437 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,636 shares; 2025Q1: 9,095 shares; 2025Q2: 10,393 shares; 2025Q3: 7,974 shares; 2025Q4: not reported; 2026Q1: 12,915 shares; 2026Q2: 22,020 shares 22,020 $2.92M 0.73% +9,105 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: 8,016 shares; 2024Q4: 8,422 shares; 2025Q1: 6,324 shares; 2025Q2: 7,059 shares; 2025Q3: 7,456 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,332 shares 15,332 $2.92M 0.73% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN 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: 18,711 shares; 2026Q1: 13,104 shares; 2026Q2: 26,611 shares 26,611 $2.87M 0.72% +13,507 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,336 shares; 2026Q2: 17,013 shares 17,013 $2.75M 0.69% +7,677 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,950 shares; 2025Q4: 21,687 shares; 2026Q1: 28,246 shares; 2026Q2: 32,956 shares 32,956 $2.68M 0.67% +4,710 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS 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: 9,451 shares 9,451 $2.66M 0.67% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,106 shares; 2024Q4: 15,238 shares; 2025Q1: 12,735 shares; 2025Q2: 14,409 shares; 2025Q3: not reported; 2025Q4: 12,589 shares; 2026Q1: 12,149 shares; 2026Q2: 19,063 shares 19,063 $2.58M 0.65% +6,914 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: not reported; 2024Q4: not reported; 2025Q1: 11,416 shares; 2025Q2: 12,831 shares; 2025Q3: 10,265 shares; 2025Q4: 11,571 shares; 2026Q1: 19,128 shares; 2026Q2: 27,788 shares 27,788 $2.52M 0.63% +8,660 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,683 shares; 2026Q2: 19,805 shares 19,805 $2.5M 0.63% +4,122 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,579 shares 9,579 $2.49M 0.63% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW 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: 13,604 shares; 2026Q2: 16,359 shares 16,359 $2.48M 0.62% +2,755 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 9,423 shares; 2026Q1: 8,662 shares; 2026Q2: 11,636 shares 11,636 $2.47M 0.62% +2,974 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 17,468 shares 17,468 $2.44M 0.61% 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: 22,841 shares; 2024Q4: 14,372 shares; 2025Q1: 12,466 shares; 2025Q2: 13,734 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,509 shares 25,509 $2.35M 0.59% new 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: 11,342 shares; 2024Q4: 11,672 shares; 2025Q1: 9,369 shares; 2025Q2: 10,913 shares; 2025Q3: 9,917 shares; 2025Q4: 17,341 shares; 2026Q1: 11,112 shares; 2026Q2: 14,132 shares 14,132 $2.34M 0.59% +3,020 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,829 shares; 2025Q2: 14,641 shares; 2025Q3: 13,842 shares; 2025Q4: 14,927 shares; 2026Q1: 14,939 shares; 2026Q2: 20,511 shares 20,511 $2.32M 0.58% +5,572 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: not reported; 2024Q4: not reported; 2025Q1: 7,614 shares; 2025Q2: 9,028 shares; 2025Q3: not reported; 2025Q4: 12,008 shares; 2026Q1: not reported; 2026Q2: 9,136 shares 9,136 $2.3M 0.58% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,199 shares; 2025Q2: 4,713 shares; 2025Q3: 6,526 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,450 shares 10,450 $2.26M 0.57% new Timeline SPYM 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: 12,760 shares; 2026Q1: 26,282 shares; 2026Q2: 25,718 shares 25,718 $2.26M 0.57% -564 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT 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: 7,507 shares; 2026Q2: 9,796 shares 9,796 $2.18M 0.55% +2,289 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,639 shares; 2026Q2: 12,840 shares 12,840 $2.18M 0.55% +4,201 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: 31,101 shares; 2024Q4: 38,019 shares; 2025Q1: 37,715 shares; 2025Q2: 42,038 shares; 2025Q3: 53,512 shares; 2025Q4: 41,010 shares; 2026Q1: 34,172 shares; 2026Q2: 37,355 shares 37,355 $2.13M 0.53% +3,183 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,420 shares 11,420 $2.11M 0.53% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,159 shares; 2026Q2: 28,701 shares 28,701 $2.05M 0.51% +11,542 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: 15,482 shares; 2024Q4: not reported; 2025Q1: 9,049 shares; 2025Q2: 10,004 shares; 2025Q3: 9,144 shares; 2025Q4: 12,900 shares; 2026Q1: 11,717 shares; 2026Q2: 13,885 shares 13,885 $2.03M 0.51% +2,168 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN 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: 10,745 shares 10,745 $1.97M 0.49% new 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: not reported; 2024Q4: not reported; 2025Q1: 7,022 shares; 2025Q2: 8,015 shares; 2025Q3: 9,203 shares; 2025Q4: 12,005 shares; 2026Q1: 8,912 shares; 2026Q2: 15,901 shares 15,901 $1.96M 0.49% +6,989 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER 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: 7,647 shares; 2026Q2: 11,540 shares 11,540 $1.89M 0.47% +3,893 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,744 shares; 2026Q1: 19,043 shares; 2026Q2: 22,824 shares 22,824 $1.89M 0.47% +3,781 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY 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: 14,581 shares; 2025Q4: 19,592 shares; 2026Q1: 17,122 shares; 2026Q2: 22,960 shares 22,960 $1.84M 0.46% +5,838 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY 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: 12,434 shares; 2025Q4: 19,704 shares; 2026Q1: 17,907 shares; 2026Q2: 20,805 shares 20,805 $1.83M 0.46% +2,898 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: 3,554 shares; 2024Q4: not reported; 2025Q1: 9,771 shares; 2025Q2: 10,524 shares; 2025Q3: 6,468 shares; 2025Q4: 6,461 shares; 2026Q1: 9,590 shares; 2026Q2: 9,529 shares 9,529 $1.82M 0.46% -61 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: not reported; 2024Q4: 11,159 shares; 2025Q1: 8,163 shares; 2025Q2: 8,502 shares; 2025Q3: 8,566 shares; 2025Q4: 12,187 shares; 2026Q1: 10,842 shares; 2026Q2: 14,927 shares 14,927 $1.74M 0.44% +4,085 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: 24,882 shares; 2024Q4: 35,287 shares; 2025Q1: 38,265 shares; 2025Q2: 41,327 shares; 2025Q3: 60,838 shares; 2025Q4: 28,691 shares; 2026Q1: 29,360 shares; 2026Q2: 30,059 shares 30,059 $1.61M 0.4% +699 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: 33,869 shares; 2026Q2: 57,500 shares 57,500 $1.57M 0.39% +23,631 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,844 shares; 2025Q1: 11,698 shares; 2025Q2: 13,093 shares; 2025Q3: 11,337 shares; 2025Q4: not reported; 2026Q1: 10,299 shares; 2026Q2: 12,789 shares 12,789 $1.45M 0.36% +2,490 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: 1,208 shares; 2024Q4: 1,286 shares; 2025Q1: 941 shares; 2025Q2: 1,135 shares; 2025Q3: 1,230 shares; 2025Q4: 1,429 shares; 2026Q1: 1,545 shares; 2026Q2: 1,788 shares 1,788 $1.34M 0.34% +243 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV 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: 12,513 shares; 2025Q4: 16,176 shares; 2026Q1: 7,178 shares; 2026Q2: 31,670 shares 31,670 $1.23M 0.31% +24,492 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,084 shares; 2025Q2: 52,688 shares; 2025Q3: 64,786 shares; 2025Q4: 85,595 shares; 2026Q1: 50,463 shares; 2026Q2: 58,004 shares 58,004 $1.2M 0.3% +7,541 Timeline SPMD 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: 33,820 shares; 2024Q4: 17,456 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,381 shares; 2025Q4: 5,628 shares; 2026Q1: 14,303 shares; 2026Q2: 14,469 shares 14,469 $978K 0.25% +166 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: 4,751 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,317 shares; 2025Q4: 3,094 shares; 2026Q1: 3,440 shares; 2026Q2: 3,366 shares 3,366 $961K 0.24% -74 Timeline FIDU 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: 13,880 shares; 2024Q4: 23,734 shares; 2025Q1: 20,048 shares; 2025Q2: 21,379 shares; 2025Q3: 18,090 shares; 2025Q4: 9,798 shares; 2026Q1: 8,531 shares; 2026Q2: 8,743 shares 8,743 $871K 0.22% +212 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: 7,941 shares; 2024Q4: 11,588 shares; 2025Q1: 10,157 shares; 2025Q2: 10,707 shares; 2025Q3: 9,077 shares; 2025Q4: 4,966 shares; 2026Q1: 4,494 shares; 2026Q2: 4,556 shares 4,556 $844K 0.21% +62 Timeline FHLC 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: 16,262 shares; 2024Q4: 20,969 shares; 2025Q1: 22,476 shares; 2025Q2: 24,829 shares; 2025Q3: 21,610 shares; 2025Q4: 10,600 shares; 2026Q1: 9,771 shares; 2026Q2: 10,144 shares 10,144 $784K 0.2% +373 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: 5,909 shares; 2024Q4: 6,357 shares; 2025Q1: 6,873 shares; 2025Q2: 7,676 shares; 2025Q3: 6,457 shares; 2025Q4: 3,528 shares; 2026Q1: 3,605 shares; 2026Q2: 3,754 shares 3,754 $596K 0.15% +149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,512 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,107 shares 1,107 $554K 0.14% new Timeline SCHF 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: 15,651 shares; 2025Q1: 11,503 shares; 2025Q2: 13,646 shares; 2025Q3: 14,873 shares; 2025Q4: 17,437 shares; 2026Q1: 18,667 shares; 2026Q2: 18,125 shares 18,125 $502K 0.13% -542 Timeline SPSM 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: 6,047 shares; 2024Q4: 6,365 shares; 2025Q1: not reported; 2025Q2: 6,084 shares; 2025Q3: 6,780 shares; 2025Q4: 11,670 shares; 2026Q1: 8,804 shares; 2026Q2: 8,558 shares 8,558 $494K 0.12% -246 Timeline XLP 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: 7,123 shares; 2024Q4: 9,099 shares; 2025Q1: 5,583 shares; 2025Q2: 5,981 shares; 2025Q3: 5,376 shares; 2025Q4: 3,423 shares; 2026Q1: 5,300 shares; 2026Q2: 5,669 shares 5,669 $471K 0.12% +369 Timeline QQQM 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: 1,008 shares; 2024Q4: 1,029 shares; 2025Q1: not reported; 2025Q2: 958 shares; 2025Q3: 1,095 shares; 2025Q4: 1,299 shares; 2026Q1: 1,428 shares; 2026Q2: 1,364 shares 1,364 $413K 0.1% -64 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: 12,028 shares; 2024Q4: 9,022 shares; 2025Q1: 6,492 shares; 2025Q2: 7,092 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 490 shares 490 $354K 0.09% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 510 shares 510 $350K 0.09% new Timeline FDIS 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: 7,174 shares; 2024Q4: 8,090 shares; 2025Q1: 7,382 shares; 2025Q2: 7,876 shares; 2025Q3: 7,077 shares; 2025Q4: 3,350 shares; 2026Q1: 3,320 shares; 2026Q2: 3,405 shares 3,405 $350K 0.09% +85 Timeline FCOM 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: 10,981 shares; 2024Q4: 23,031 shares; 2025Q1: 19,934 shares; 2025Q2: 21,409 shares; 2025Q3: 12,983 shares; 2025Q4: 5,165 shares; 2026Q1: 4,762 shares; 2026Q2: 4,925 shares 4,925 $342K 0.09% +163 Timeline XLY 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: 4,456 shares; 2025Q2: 4,864 shares; 2025Q3: not reported; 2025Q4: 5,471 shares; 2026Q1: 2,862 shares; 2026Q2: 2,905 shares 2,905 $341K 0.09% +43 Timeline XLB 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: 3,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,103 shares; 2026Q1: 6,122 shares; 2026Q2: 6,373 shares 6,373 $324K 0.08% +251 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: 6,833 shares; 2025Q1: 5,662 shares; 2025Q2: 6,158 shares; 2025Q3: 7,854 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 792 shares 792 $270K 0.07% new Timeline XLU 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: 6,218 shares; 2025Q2: 6,831 shares; 2025Q3: 6,155 shares; 2025Q4: 7,696 shares; 2026Q1: 5,220 shares; 2026Q2: 5,456 shares 5,456 $247K 0.06% +236 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: 4,050 shares; 2024Q4: 5,154 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,301 shares; 2026Q1: 4,276 shares; 2026Q2: 4,443 shares 4,443 $236K 0.06% +167 Timeline SCMB 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: 8,986 shares; 2024Q4: 17,684 shares; 2025Q1: 15,477 shares; 2025Q2: 15,982 shares; 2025Q3: 10,187 shares; 2025Q4: 10,308 shares; 2026Q1: 9,996 shares; 2026Q2: 8,971 shares 8,971 $232K 0.06% -1,025 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,805 shares 2,805 $230K 0.06% new Timeline DFAU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,418 shares 4,418 $228K 0.06% new Timeline FUTY 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: 7,656 shares; 2024Q4: 8,547 shares; 2025Q1: 6,962 shares; 2025Q2: 7,494 shares; 2025Q3: 6,546 shares; 2025Q4: 6,521 shares; 2026Q1: 3,707 shares; 2026Q2: 3,885 shares 3,885 $227K 0.06% +178 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: 14,594 shares; 2024Q4: 19,399 shares; 2025Q1: 14,059 shares; 2025Q2: 15,923 shares; 2025Q3: 16,184 shares; 2025Q4: 15,825 shares; 2026Q1: 962 shares; 2026Q2: 888 shares 888 $226K 0.06% -74 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 7,453 shares; 2025Q4: 8,826 shares; 2026Q1: 9,132 shares; 2026Q2: 1,076 shares 1,076 $216K 0.05% -8,056 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: not reported; 2024Q4: not reported; 2025Q1: 5,504 shares; 2025Q2: 6,335 shares; 2025Q3: not reported; 2025Q4: 10,045 shares; 2026Q1: 9,794 shares; 2026Q2: 360 shares 360 $209K 0.05% -9,434 Timeline FENY 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: 15,276 shares; 2024Q4: 15,902 shares; 2025Q1: 36,511 shares; 2025Q2: 40,728 shares; 2025Q3: 38,207 shares; 2025Q4: 8,397 shares; 2026Q1: 6,557 shares; 2026Q2: 6,778 shares 6,778 $200K 0.05% +221 Timeline