MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565,925 shares; 2024Q4: 567,460 shares; 2025Q1: 559,452 shares; 2025Q2: 587,865 shares; 2025Q3: 607,869 shares; 2025Q4: 626,318 shares; 2026Q1: 658,249 shares; 2026Q2: 690,661 shares 690,661 $71.8M 13.28% +32,412 Timeline FNDF 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: 699,700 shares; 2024Q4: 794,619 shares; 2025Q1: 815,302 shares; 2025Q2: 851,907 shares; 2025Q3: 940,891 shares; 2025Q4: 981,015 shares; 2026Q1: 992,254 shares; 2026Q2: 1,015,065 shares 1,015,065 $53.6M 9.9% +22,811 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: 141,786 shares; 2024Q4: 143,162 shares; 2025Q1: 146,581 shares; 2025Q2: 149,468 shares; 2025Q3: 152,311 shares; 2025Q4: 154,340 shares; 2026Q1: 165,987 shares; 2026Q2: 168,538 shares 168,538 $51.1M 9.44% +2,551 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: not reported; 2026Q1: not reported; 2026Q2: 481,395 shares 481,395 $42.3M 7.82% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534,371 shares; 2024Q4: 594,941 shares; 2025Q1: 607,242 shares; 2025Q2: 659,822 shares; 2025Q3: 719,014 shares; 2025Q4: 774,533 shares; 2026Q1: 831,540 shares; 2026Q2: 881,454 shares 881,454 $41.4M 7.65% +49,914 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401,188 shares; 2024Q4: 411,757 shares; 2025Q1: 428,794 shares; 2025Q2: 451,068 shares; 2025Q3: 472,569 shares; 2025Q4: 491,212 shares; 2026Q1: 494,590 shares; 2026Q2: 490,013 shares 490,013 $37.8M 6.99% -4,577 Timeline ESGV 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: 549,824 shares; 2024Q4: 562,572 shares; 2025Q1: 558,899 shares; 2025Q2: 580,684 shares; 2025Q3: 609,936 shares; 2025Q4: 608,409 shares; 2026Q1: 607,144 shares; 2026Q2: 268,931 shares 268,931 $35.6M 6.58% -338,213 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: 51,188 shares; 2024Q4: 53,041 shares; 2025Q1: 55,958 shares; 2025Q2: 58,234 shares; 2025Q3: 49,495 shares; 2025Q4: 56,201 shares; 2026Q1: 60,353 shares; 2026Q2: 58,279 shares 58,279 $11.7M 2.16% -2,074 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: 105,507 shares; 2024Q4: 108,682 shares; 2025Q1: 111,879 shares; 2025Q2: 117,968 shares; 2025Q3: 133,762 shares; 2025Q4: 140,471 shares; 2026Q1: 140,901 shares; 2026Q2: 135,484 shares 135,484 $10.4M 1.92% -5,417 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: 17,545 shares; 2024Q4: 16,997 shares; 2025Q1: 16,464 shares; 2025Q2: 15,570 shares; 2025Q3: 14,458 shares; 2025Q4: 13,938 shares; 2026Q1: 13,670 shares; 2026Q2: 12,700 shares 12,700 $9.35M 1.73% -970 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: 30,113 shares; 2024Q4: 19,822 shares; 2025Q1: 20,819 shares; 2025Q2: 21,953 shares; 2025Q3: 22,812 shares; 2025Q4: 23,317 shares; 2026Q1: 21,616 shares; 2026Q2: 22,097 shares 22,097 $9.29M 1.72% +481 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,512 shares; 2025Q2: 8,840 shares; 2025Q3: 7,934 shares; 2025Q4: 7,606 shares; 2026Q1: 8,633 shares; 2026Q2: 320,526 shares 320,526 $8.32M 1.54% +311,893 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,052 shares; 2024Q4: 55,148 shares; 2025Q1: 59,238 shares; 2025Q2: 63,803 shares; 2025Q3: 67,400 shares; 2025Q4: 69,854 shares; 2026Q1: 77,518 shares; 2026Q2: 81,701 shares 81,701 $8.03M 1.48% +4,183 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: 16,715 shares; 2024Q4: 18,303 shares; 2025Q1: 19,666 shares; 2025Q2: 20,650 shares; 2025Q3: 26,928 shares; 2025Q4: 27,270 shares; 2026Q1: 22,737 shares; 2026Q2: 22,540 shares 22,540 $7.96M 1.47% -197 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,552 shares; 2024Q4: 161,895 shares; 2025Q1: 166,687 shares; 2025Q2: 169,463 shares; 2025Q3: 182,929 shares; 2025Q4: 182,491 shares; 2026Q1: 174,574 shares; 2026Q2: 154,947 shares 154,947 $7.63M 1.41% -19,627 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,246 shares 53,246 $6.64M 1.23% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,026 shares; 2025Q4: 17,289 shares; 2026Q1: 18,200 shares; 2026Q2: 18,738 shares 18,738 $6.39M 1.18% +538 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: 16,011 shares; 2024Q4: 15,341 shares; 2025Q1: 15,687 shares; 2025Q2: 16,699 shares; 2025Q3: 19,306 shares; 2025Q4: 21,219 shares; 2026Q1: 24,069 shares; 2026Q2: 25,847 shares 25,847 $6.16M 1.14% +1,778 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: 54,677 shares; 2024Q4: 48,549 shares; 2025Q1: 44,429 shares; 2025Q2: 42,765 shares; 2025Q3: 41,015 shares; 2025Q4: 39,968 shares; 2026Q1: 38,807 shares; 2026Q2: 35,456 shares 35,456 $5.26M 0.97% -3,351 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: 7,565 shares; 2024Q4: 8,274 shares; 2025Q1: 8,576 shares; 2025Q2: 8,645 shares; 2025Q3: 4,986 shares; 2025Q4: 5,137 shares; 2026Q1: 9,312 shares; 2026Q2: 10,976 shares 10,976 $5.04M 0.93% +1,664 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,331 shares; 2025Q2: 63,114 shares; 2025Q3: 68,094 shares; 2025Q4: 99,292 shares; 2026Q1: 178,118 shares; 2026Q2: 320,336 shares 320,336 $4.81M 0.89% +142,218 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: 78,362 shares; 2024Q4: 90,067 shares; 2025Q1: 96,022 shares; 2025Q2: 87,906 shares; 2025Q3: 78,928 shares; 2025Q4: 73,972 shares; 2026Q1: 65,473 shares; 2026Q2: 57,887 shares 57,887 $4.78M 0.88% -7,586 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: 5,659 shares; 2024Q4: 4,877 shares; 2025Q1: 4,917 shares; 2025Q2: 5,027 shares; 2025Q3: 3,837 shares; 2025Q4: 43,618 shares; 2026Q1: 59,807 shares; 2026Q2: 65,005 shares 65,005 $4.64M 0.86% +5,198 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,166 shares; 2025Q4: 26,857 shares; 2026Q1: 34,419 shares; 2026Q2: 39,745 shares 39,745 $4.64M 0.86% +5,326 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 2,007 shares; 2025Q1: 2,585 shares; 2025Q2: 41,983 shares; 2025Q3: 36,400 shares; 2025Q4: 36,593 shares; 2026Q1: 43,621 shares; 2026Q2: 49,808 shares 49,808 $4.59M 0.85% +6,187 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: 6,506 shares; 2024Q4: 7,152 shares; 2025Q1: 6,661 shares; 2025Q2: 6,838 shares; 2025Q3: 8,177 shares; 2025Q4: 8,190 shares; 2026Q1: 15,126 shares; 2026Q2: 15,743 shares 15,743 $4.56M 0.84% +617 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: 71,266 shares; 2024Q4: 147,008 shares; 2025Q1: 151,292 shares; 2025Q2: 163,330 shares; 2025Q3: 178,625 shares; 2025Q4: 189,018 shares; 2026Q1: 178,212 shares; 2026Q2: 169,442 shares 169,442 $4.49M 0.83% -8,770 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 1,934 shares; 2025Q4: 4,859 shares; 2026Q1: 38,755 shares; 2026Q2: 43,773 shares 43,773 $4.39M 0.81% +5,018 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,999 shares; 2025Q1: 8,594 shares; 2025Q2: 9,394 shares; 2025Q3: 16,809 shares; 2025Q4: 18,502 shares; 2026Q1: 20,173 shares; 2026Q2: 19,479 shares 19,479 $4.26M 0.79% -694 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: 2,464 shares; 2024Q4: 3,705 shares; 2025Q1: 4,134 shares; 2025Q2: 4,387 shares; 2025Q3: 6,609 shares; 2025Q4: 7,444 shares; 2026Q1: 8,249 shares; 2026Q2: 9,279 shares 9,279 $3.46M 0.64% +1,030 Timeline VWOB 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: 45,217 shares; 2024Q4: 48,866 shares; 2025Q1: 51,890 shares; 2025Q2: 53,845 shares; 2025Q3: 56,417 shares; 2025Q4: 56,609 shares; 2026Q1: 53,762 shares; 2026Q2: 50,405 shares 50,405 $3.39M 0.63% -3,357 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: 1,446 shares; 2024Q4: 1,172 shares; 2025Q1: 298 shares; 2025Q2: 305 shares; 2025Q3: 2,703 shares; 2025Q4: 3,126 shares; 2026Q1: 3,474 shares; 2026Q2: 3,602 shares 3,602 $3.37M 0.62% +128 Timeline SPIP 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: 98,678 shares; 2024Q4: 108,375 shares; 2025Q1: 107,324 shares; 2025Q2: 122,507 shares; 2025Q3: 113,269 shares; 2025Q4: 120,824 shares; 2026Q1: 127,430 shares; 2026Q2: 129,584 shares 129,584 $3.33M 0.62% +2,154 Timeline XMMO 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: 17,830 shares; 2024Q4: 16,484 shares; 2025Q1: 16,181 shares; 2025Q2: 15,838 shares; 2025Q3: 15,088 shares; 2025Q4: 14,795 shares; 2026Q1: 14,663 shares; 2026Q2: 19,445 shares 19,445 $3.31M 0.61% +4,782 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,849 shares; 2024Q4: 21,118 shares; 2025Q1: 22,110 shares; 2025Q2: 23,225 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,461 shares; 2026Q2: 22,414 shares 22,414 $3.21M 0.59% +953 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: 15,199 shares; 2024Q4: 15,883 shares; 2025Q1: 16,070 shares; 2025Q2: 16,495 shares; 2025Q3: 16,584 shares; 2025Q4: 15,748 shares; 2026Q1: 14,036 shares; 2026Q2: 13,469 shares 13,469 $3.06M 0.57% -567 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,972 shares; 2024Q4: 2,191 shares; 2025Q1: 2,458 shares; 2025Q2: 2,761 shares; 2025Q3: 3,017 shares; 2025Q4: 2,990 shares; 2026Q1: 2,808 shares; 2026Q2: 2,826 shares 2,826 $2.95M 0.54% +18 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 686 shares; 2025Q1: 911 shares; 2025Q2: 959 shares; 2025Q3: 970 shares; 2025Q4: 988 shares; 2026Q1: 954 shares; 2026Q2: 908 shares 908 $2.91M 0.54% -46 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: 15,815 shares; 2024Q4: 16,325 shares; 2025Q1: 16,910 shares; 2025Q2: 18,056 shares; 2025Q3: 20,190 shares; 2025Q4: 19,303 shares; 2026Q1: 18,591 shares; 2026Q2: 19,121 shares 19,121 $2.59M 0.48% +530 Timeline FNDE 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: 60,198 shares 60,198 $2.39M 0.44% new 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: 189,638 shares; 2024Q4: 168,004 shares; 2025Q1: 163,358 shares; 2025Q2: 163,512 shares; 2025Q3: 163,812 shares; 2025Q4: 198,103 shares; 2026Q1: 262,459 shares; 2026Q2: 68,668 shares 68,668 $2.29M 0.42% -193,791 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,616 shares; 2024Q4: 57,503 shares; 2025Q1: 54,715 shares; 2025Q2: 53,620 shares; 2025Q3: 52,009 shares; 2025Q4: 51,322 shares; 2026Q1: 50,734 shares; 2026Q2: 44,951 shares 44,951 $2.05M 0.38% -5,783 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: 8,851 shares; 2024Q4: 9,093 shares; 2025Q1: 9,521 shares; 2025Q2: 9,752 shares; 2025Q3: 10,591 shares; 2025Q4: 10,344 shares; 2026Q1: 10,476 shares; 2026Q2: 11,412 shares 11,412 $1.87M 0.35% +936 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: 11,762 shares; 2024Q4: 12,771 shares; 2025Q1: 13,087 shares; 2025Q2: 13,997 shares; 2025Q3: 15,038 shares; 2025Q4: 16,222 shares; 2026Q1: 16,749 shares; 2026Q2: 17,282 shares 17,282 $1.67M 0.31% +533 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP 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: 4,392 shares; 2026Q2: 4,376 shares 4,376 $1.56M 0.29% -16 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: 22,769 shares; 2024Q4: 25,601 shares; 2025Q1: 26,284 shares; 2025Q2: 28,010 shares; 2025Q3: 29,746 shares; 2025Q4: 32,520 shares; 2026Q1: 33,142 shares; 2026Q2: 34,405 shares 34,405 $1.54M 0.29% +1,263 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: 2,800 shares; 2024Q4: 3,190 shares; 2025Q1: 3,821 shares; 2025Q2: 4,081 shares; 2025Q3: 4,259 shares; 2025Q4: 4,332 shares; 2026Q1: 4,529 shares; 2026Q2: 4,441 shares 4,441 $1.52M 0.28% -88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,891 shares; 2025Q4: 10,136 shares; 2026Q1: 10,788 shares; 2026Q2: 11,534 shares 11,534 $1.46M 0.27% +746 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,029 shares 1,029 $1.19M 0.22% new Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,750 shares; 2024Q4: 55,111 shares; 2025Q1: 58,002 shares; 2025Q2: 59,618 shares; 2025Q3: 61,854 shares; 2025Q4: 63,303 shares; 2026Q1: 60,609 shares; 2026Q2: 54,568 shares 54,568 $1.1M 0.2% -6,041 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: 876 shares; 2025Q1: 876 shares; 2025Q2: 1,032 shares; 2025Q3: 997 shares; 2025Q4: 991 shares; 2026Q1: 1,352 shares; 2026Q2: 12,543 shares 12,543 $1.08M 0.2% +11,191 Timeline SPMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,261 shares 6,261 $1.01M 0.19% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162,500 shares; 2025Q2: 161,056 shares; 2025Q3: 156,891 shares; 2025Q4: 157,819 shares; 2026Q1: 164,312 shares; 2026Q2: 67,518 shares 67,518 $862K 0.16% -96,794 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: not reported; 2024Q4: 3,029 shares; 2025Q1: 5,796 shares; 2025Q2: 6,602 shares; 2025Q3: 1,613 shares; 2025Q4: 1,472 shares; 2026Q1: 1,350 shares; 2026Q2: 1,169 shares 1,169 $846K 0.16% -181 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: not reported; 2024Q4: 563 shares; 2025Q1: 523 shares; 2025Q2: 633 shares; 2025Q3: 619 shares; 2025Q4: 963 shares; 2026Q1: 919 shares; 2026Q2: 1,080 shares 1,080 $807K 0.15% +161 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: 18,196 shares; 2024Q4: 18,409 shares; 2025Q1: 17,898 shares; 2025Q2: 17,131 shares; 2025Q3: 17,791 shares; 2025Q4: 16,957 shares; 2026Q1: 17,702 shares; 2026Q2: 16,587 shares 16,587 $803K 0.15% -1,115 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: 1,196 shares; 2025Q1: not reported; 2025Q2: 1,490 shares; 2025Q3: 2,651 shares; 2025Q4: 2,567 shares; 2026Q1: 2,317 shares; 2026Q2: 2,166 shares 2,166 $774K 0.14% -151 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: 488 shares; 2024Q4: 639 shares; 2025Q1: 641 shares; 2025Q2: 602 shares; 2025Q3: 589 shares; 2025Q4: 591 shares; 2026Q1: 846 shares; 2026Q2: 841 shares 841 $630K 0.12% -5 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 654 shares; 2024Q4: 1,169 shares; 2025Q1: 1,631 shares; 2025Q2: 1,762 shares; 2025Q3: 1,800 shares; 2025Q4: 1,838 shares; 2026Q1: 2,152 shares; 2026Q2: 2,404 shares 2,404 $628K 0.12% +252 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: 537 shares; 2025Q2: 587 shares; 2025Q3: 723 shares; 2025Q4: 806 shares; 2026Q1: 693 shares; 2026Q2: 755 shares 755 $519K 0.1% +62 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: not reported; 2024Q4: 1,646 shares; 2025Q1: 1,651 shares; 2025Q2: 1,690 shares; 2025Q3: 1,687 shares; 2025Q4: 1,704 shares; 2026Q1: 1,743 shares; 2026Q2: 1,749 shares 1,749 $473K 0.09% +6 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: 1,029 shares; 2026Q2: 1,061 shares 1,061 $460K 0.09% +32 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,232 shares 6,232 $454K 0.08% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,592 shares; 2025Q3: 2,640 shares; 2025Q4: 5,275 shares; 2026Q1: 5,276 shares; 2026Q2: 5,362 shares 5,362 $434K 0.08% +86 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,102 shares; 2025Q1: 1,105 shares; 2025Q2: 1,122 shares; 2025Q3: 1,140 shares; 2025Q4: 1,142 shares; 2026Q1: 1,114 shares; 2026Q2: 1,172 shares 1,172 $369K 0.07% +58 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 725 shares; 2026Q2: 759 shares 759 $362K 0.07% +34 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,362 shares; 2026Q2: 4,887 shares 4,887 $348K 0.06% +525 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,623 shares; 2026Q2: 1,584 shares 1,584 $345K 0.06% -39 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: 3,171 shares; 2024Q4: 2,877 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,849 shares; 2025Q4: 3,728 shares; 2026Q1: 3,738 shares; 2026Q2: 3,869 shares 3,869 $301K 0.06% +131 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: 1,106 shares; 2025Q4: 1,256 shares; 2026Q1: 1,145 shares; 2026Q2: 1,136 shares 1,136 $289K 0.05% -9 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: not reported; 2025Q2: not reported; 2025Q3: 1,624 shares; 2025Q4: 1,654 shares; 2026Q1: 1,629 shares; 2026Q2: 1,632 shares 1,632 $288K 0.05% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 393 shares; 2025Q3: 471 shares; 2025Q4: 501 shares; 2026Q1: 458 shares; 2026Q2: 503 shares 503 $284K 0.05% +45 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP 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: 10,126 shares; 2025Q4: 12,383 shares; 2026Q1: 12,363 shares; 2026Q2: 12,363 shares 12,363 $273K 0.05% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,390 shares; 2024Q4: 3,573 shares; 2025Q1: 3,588 shares; 2025Q2: 3,604 shares; 2025Q3: 3,621 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,861 shares 3,861 $223K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,169 shares 1,169 $223K 0.04% new 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: not reported; 2024Q4: 1,530 shares; 2025Q1: 1,537 shares; 2025Q2: 1,519 shares; 2025Q3: 1,585 shares; 2025Q4: 1,661 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $220K 0.04% 0 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: 1,568 shares 1,568 $219K 0.04% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,286 shares 7,286 $214K 0.04% new 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: not reported; 2026Q2: 1,056 shares 1,056 $200K 0.04% new Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI 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: 10,000 shares 10,000 $8.85K <0.01% new Timeline