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: 219,884 shares; 2024Q4: 220,533 shares; 2025Q1: 220,752 shares; 2025Q2: 232,397 shares; 2025Q3: 231,835 shares; 2025Q4: 233,095 shares; 2026Q1: 244,107 shares; 2026Q2: 241,952 shares 241,952 $166M 31.79% -2,155 Timeline JCPB 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: 930,987 shares; 2024Q4: 891,562 shares; 2025Q1: 949,295 shares; 2025Q2: 985,192 shares; 2025Q3: 1,120,590 shares; 2025Q4: 1,189,548 shares; 2026Q1: 1,285,354 shares; 2026Q2: 1,314,982 shares 1,314,982 $61.7M 11.81% +29,628 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: 501,112 shares; 2024Q4: 538,150 shares; 2025Q1: 559,193 shares; 2025Q2: 585,007 shares; 2025Q3: 607,303 shares; 2025Q4: 611,360 shares; 2026Q1: 618,310 shares; 2026Q2: 630,260 shares 630,260 $44.9M 8.59% +11,950 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: 33,679 shares; 2024Q4: 34,932 shares; 2025Q1: 36,103 shares; 2025Q2: 41,451 shares; 2025Q3: 37,383 shares; 2025Q4: 36,989 shares; 2026Q1: 38,762 shares; 2026Q2: 304,688 shares 304,688 $36.4M 6.97% +265,926 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,672 shares; 2024Q4: 371,727 shares; 2025Q1: 389,788 shares; 2025Q2: 402,027 shares; 2025Q3: 449,115 shares; 2025Q4: 462,972 shares; 2026Q1: 491,388 shares; 2026Q2: 510,292 shares 510,292 $25.7M 4.92% +18,904 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411,926 shares; 2024Q4: 394,432 shares; 2025Q1: 378,878 shares; 2025Q2: 356,450 shares; 2025Q3: 369,827 shares; 2025Q4: 376,069 shares; 2026Q1: 388,027 shares; 2026Q2: 400,271 shares 400,271 $24.9M 4.76% +12,244 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: 349,812 shares; 2024Q4: 382,185 shares; 2025Q1: 375,519 shares; 2025Q2: 398,643 shares; 2025Q3: 452,587 shares; 2025Q4: 470,587 shares; 2026Q1: 505,344 shares; 2026Q2: 496,529 shares 496,529 $24M 4.6% -8,815 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,443 shares; 2024Q4: 122,650 shares; 2025Q1: 126,303 shares; 2025Q2: 141,586 shares; 2025Q3: 147,385 shares; 2025Q4: 148,795 shares; 2026Q1: 154,363 shares; 2026Q2: 153,116 shares 153,116 $21.1M 4.03% -1,247 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: 28,708 shares; 2024Q4: 28,710 shares; 2025Q1: 31,273 shares; 2025Q2: 30,684 shares; 2025Q3: 28,953 shares; 2025Q4: 26,785 shares; 2026Q1: 27,009 shares; 2026Q2: 26,722 shares 26,722 $20M 3.83% -287 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: 182,289 shares; 2024Q4: 190,009 shares; 2025Q1: 198,314 shares; 2025Q2: 201,675 shares; 2025Q3: 219,060 shares; 2025Q4: 227,356 shares; 2026Q1: 243,468 shares; 2026Q2: 250,382 shares 250,382 $19.5M 3.73% +6,914 Timeline BND 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: 60,390 shares; 2024Q4: 145,252 shares; 2025Q1: 149,336 shares; 2025Q2: 148,013 shares; 2025Q3: 151,543 shares; 2025Q4: 149,031 shares; 2026Q1: 148,367 shares; 2026Q2: 169,482 shares 169,482 $12.4M 2.38% +21,115 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,839 shares; 2024Q4: 45,307 shares; 2025Q1: 78,360 shares; 2025Q2: 77,610 shares; 2025Q3: 83,211 shares; 2025Q4: 91,437 shares; 2026Q1: 94,866 shares; 2026Q2: 128,884 shares 128,884 $6.52M 1.25% +34,018 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: 9,333 shares; 2024Q4: 10,448 shares; 2025Q1: 10,833 shares; 2025Q2: 11,282 shares; 2025Q3: 11,794 shares; 2025Q4: 11,980 shares; 2026Q1: 12,303 shares; 2026Q2: 13,967 shares 13,967 $4.04M 0.77% +1,664 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: 21,875 shares; 2024Q4: 22,594 shares; 2025Q1: 24,412 shares; 2025Q2: 27,778 shares; 2025Q3: 27,332 shares; 2025Q4: 28,027 shares; 2026Q1: 27,386 shares; 2026Q2: 26,953 shares 26,953 $4M 0.76% -433 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,160 shares; 2024Q4: 27,662 shares; 2025Q1: 34,968 shares; 2025Q2: 42,101 shares; 2025Q3: 45,516 shares; 2025Q4: 59,655 shares; 2026Q1: 97,538 shares; 2026Q2: 98,102 shares 98,102 $3.13M 0.6% +564 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: 9,402 shares; 2024Q4: 9,398 shares; 2025Q1: 9,309 shares; 2025Q2: 9,275 shares; 2025Q3: 9,123 shares; 2025Q4: 9,115 shares; 2026Q1: 9,117 shares; 2026Q2: 9,083 shares 9,083 $3.12M 0.6% -34 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: 7,139 shares; 2024Q4: 9,052 shares; 2025Q1: 9,498 shares; 2025Q2: 10,751 shares; 2025Q3: 11,388 shares; 2025Q4: 11,814 shares; 2026Q1: 12,844 shares; 2026Q2: 14,029 shares 14,029 $2.81M 0.54% +1,185 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,987 shares; 2024Q4: 16,490 shares; 2025Q1: 15,618 shares; 2025Q2: 15,476 shares; 2025Q3: 18,815 shares; 2025Q4: 19,810 shares; 2026Q1: 19,973 shares; 2026Q2: 23,276 shares 23,276 $2.48M 0.47% +3,303 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: 8,710 shares; 2024Q4: 8,701 shares; 2025Q1: 5,301 shares; 2025Q2: 4,266 shares; 2025Q3: 4,106 shares; 2025Q4: 3,815 shares; 2026Q1: 6,320 shares; 2026Q2: 6,501 shares 6,501 $2.41M 0.46% +181 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,230 shares; 2024Q4: 24,021 shares; 2025Q1: 24,824 shares; 2025Q2: 24,774 shares; 2025Q3: 22,169 shares; 2025Q4: 22,837 shares; 2026Q1: 25,380 shares; 2026Q2: 22,747 shares 22,747 $2.2M 0.42% -2,633 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: 1,459 shares; 2024Q4: 1,448 shares; 2025Q1: 1,967 shares; 2025Q2: 2,050 shares; 2025Q3: 2,045 shares; 2025Q4: 2,036 shares; 2026Q1: 2,329 shares; 2026Q2: 2,692 shares 2,692 $2.01M 0.38% +363 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: 2,554 shares; 2024Q4: 3,086 shares; 2025Q1: 3,190 shares; 2025Q2: 3,560 shares; 2025Q3: 4,178 shares; 2025Q4: 4,353 shares; 2026Q1: 4,561 shares; 2026Q2: 5,369 shares 5,369 $2M 0.38% +808 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: 2,907 shares; 2024Q4: 3,543 shares; 2025Q1: 3,647 shares; 2025Q2: 3,573 shares; 2025Q3: 4,686 shares; 2025Q4: 4,795 shares; 2026Q1: 5,062 shares; 2026Q2: 5,345 shares 5,345 $1.91M 0.37% +283 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: 4,322 shares; 2024Q4: 4,415 shares; 2025Q1: 4,528 shares; 2025Q2: 4,616 shares; 2025Q3: 4,442 shares; 2025Q4: 4,397 shares; 2026Q1: 4,839 shares; 2026Q2: 4,411 shares 4,411 $1.56M 0.3% -428 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: 29,615 shares; 2024Q4: 31,700 shares; 2025Q1: 32,630 shares; 2025Q2: 35,153 shares; 2025Q3: 21,616 shares; 2025Q4: 19,770 shares; 2026Q1: 18,042 shares; 2026Q2: 17,265 shares 17,265 $1.48M 0.28% -777 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: 2,459 shares; 2024Q4: 2,459 shares; 2025Q1: 1,857 shares; 2025Q2: 2,165 shares; 2025Q3: 5,095 shares; 2025Q4: 4,987 shares; 2026Q1: 4,987 shares; 2026Q2: 5,093 shares 5,093 $1.45M 0.28% +106 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: 2,832 shares; 2024Q4: 3,848 shares; 2025Q1: 7,058 shares; 2025Q2: 5,520 shares; 2025Q3: 5,236 shares; 2025Q4: 5,332 shares; 2026Q1: 6,207 shares; 2026Q2: 6,033 shares 6,033 $1.43M 0.27% -174 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: 3,100 shares; 2024Q4: 3,724 shares; 2025Q1: 3,889 shares; 2025Q2: 4,070 shares; 2025Q3: 4,789 shares; 2025Q4: 5,009 shares; 2026Q1: 5,579 shares; 2026Q2: 5,986 shares 5,986 $1.43M 0.27% +407 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,285 shares; 2024Q4: 23,595 shares; 2025Q1: 32,941 shares; 2025Q2: 47,062 shares; 2025Q3: 49,228 shares; 2025Q4: 60,413 shares; 2026Q1: 108,395 shares; 2026Q2: 112,955 shares 112,955 $1.27M 0.24% +4,560 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,123 shares; 2024Q4: 13,275 shares; 2025Q1: 13,232 shares; 2025Q2: 5,876 shares; 2025Q3: 5,897 shares; 2025Q4: 6,010 shares; 2026Q1: 6,025 shares; 2026Q2: 13,296 shares 13,296 $1.27M 0.24% +7,271 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: 1,605 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,220 shares; 2025Q4: 4,300 shares; 2026Q1: 4,355 shares; 2026Q2: 4,418 shares 4,418 $1.12M 0.21% +63 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: 1,279 shares; 2024Q4: 1,598 shares; 2025Q1: 1,719 shares; 2025Q2: 1,937 shares; 2025Q3: 2,204 shares; 2025Q4: 2,165 shares; 2026Q1: 2,364 shares; 2026Q2: 2,613 shares 2,613 $987K 0.19% +249 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,310 shares; 2025Q1: 1,399 shares; 2025Q2: 1,692 shares; 2025Q3: 1,897 shares; 2025Q4: 1,951 shares; 2026Q1: 2,210 shares; 2026Q2: 2,402 shares 2,402 $849K 0.16% +192 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: 614 shares; 2024Q4: 765 shares; 2025Q1: 835 shares; 2025Q2: 928 shares; 2025Q3: 1,084 shares; 2025Q4: 1,117 shares; 2026Q1: 1,155 shares; 2026Q2: 1,306 shares 1,306 $736K 0.14% +151 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: 601 shares 601 $694K 0.13% new Timeline VCSH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,625 shares; 2026Q1: 5,862 shares; 2026Q2: 8,678 shares 8,678 $686K 0.13% +2,816 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,189 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,407 shares; 2025Q3: 5,953 shares; 2025Q4: 5,885 shares; 2026Q1: 6,056 shares; 2026Q2: 6,106 shares 6,106 $657K 0.13% +50 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: 937 shares; 2024Q4: 1,114 shares; 2025Q1: 1,133 shares; 2025Q2: 1,278 shares; 2025Q3: 1,251 shares; 2025Q4: 1,331 shares; 2026Q1: 1,432 shares; 2026Q2: 1,560 shares 1,560 $656K 0.13% +128 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN 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: 5,661 shares; 2026Q2: 12,580 shares 12,580 $642K 0.12% +6,919 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: 563 shares; 2024Q4: 294 shares; 2025Q1: 316 shares; 2025Q2: 312 shares; 2025Q3: 475 shares; 2025Q4: 453 shares; 2026Q1: 483 shares; 2026Q2: 525 shares 525 $630K 0.12% +42 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: 1,120 shares; 2024Q4: 1,277 shares; 2025Q1: 1,334 shares; 2025Q2: 1,511 shares; 2025Q3: 1,705 shares; 2025Q4: 1,743 shares; 2026Q1: 1,635 shares; 2026Q2: 1,923 shares 1,923 $629K 0.12% +288 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: 716 shares; 2025Q1: 785 shares; 2025Q2: 903 shares; 2025Q3: 1,241 shares; 2025Q4: 1,267 shares; 2026Q1: 1,263 shares; 2026Q2: 1,704 shares 1,704 $585K 0.11% +441 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: 615 shares; 2024Q4: 741 shares; 2025Q1: 820 shares; 2025Q2: 863 shares; 2025Q3: 1,162 shares; 2025Q4: 991 shares; 2026Q1: 1,101 shares; 2026Q2: 1,143 shares 1,143 $572K 0.11% +42 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: 3,061 shares; 2024Q4: 3,310 shares; 2025Q1: 3,331 shares; 2025Q2: 5,864 shares; 2025Q3: 4,604 shares; 2025Q4: 4,735 shares; 2026Q1: 4,854 shares; 2026Q2: 5,022 shares 5,022 $569K 0.11% +168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,138 shares; 2026Q2: 6,559 shares 6,559 $549K 0.11% -579 Timeline SPTM 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: 9,944 shares; 2024Q4: 9,679 shares; 2025Q1: 8,037 shares; 2025Q2: 7,457 shares; 2025Q3: 6,775 shares; 2025Q4: 6,207 shares; 2026Q1: 6,099 shares; 2026Q2: 5,784 shares 5,784 $525K 0.1% -315 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 887 shares 887 $515K 0.1% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,480 shares; 2026Q1: 5,329 shares; 2026Q2: 5,373 shares 5,373 $437K 0.08% +44 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: 3,047 shares; 2024Q4: 2,675 shares; 2025Q1: 2,665 shares; 2025Q2: 2,504 shares; 2025Q3: 2,407 shares; 2025Q4: 2,719 shares; 2026Q1: 2,915 shares; 2026Q2: 2,741 shares 2,741 $402K 0.08% -174 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,900 shares; 2025Q1: 1,945 shares; 2025Q2: 1,911 shares; 2025Q3: 2,326 shares; 2025Q4: 2,421 shares; 2026Q1: 2,554 shares; 2026Q2: 2,876 shares 2,876 $393K 0.08% +322 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 538 shares 538 $389K 0.07% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,059 shares; 2025Q1: 1,057 shares; 2025Q2: 1,092 shares; 2025Q3: 1,064 shares; 2025Q4: 1,098 shares; 2026Q1: 1,106 shares; 2026Q2: 1,088 shares 1,088 $342K 0.07% -18 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,450 shares 2,450 $342K 0.07% new 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: not reported; 2026Q1: not reported; 2026Q2: 448 shares 448 $330K 0.06% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 1,600 shares; 2025Q4: 1,707 shares; 2026Q1: 1,562 shares; 2026Q2: 1,700 shares 1,700 $308K 0.06% +138 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 4,529 shares; 2026Q1: 4,541 shares; 2026Q2: 4,572 shares 4,572 $303K 0.06% +31 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421 shares; 2024Q4: 482 shares; 2025Q1: 469 shares; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 621 shares; 2026Q1: not reported; 2026Q2: 718 shares 718 $298K 0.06% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR 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: 263 shares 263 $280K 0.05% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,348 shares 2,348 $276K 0.05% new 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: 614 shares 614 $266K 0.05% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 696 shares 696 $260K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 209 shares; 2025Q3: 226 shares; 2025Q4: not reported; 2026Q1: 246 shares; 2026Q2: 269 shares 269 $252K 0.05% +23 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $252K 0.05% new Timeline GVI 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: 2,350 shares 2,350 $249K 0.05% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 471 shares; 2025Q4: 469 shares; 2026Q1: 452 shares; 2026Q2: 476 shares 476 $244K 0.05% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares 750 $227K 0.04% new Timeline KLAC KLA CORP More: the full row for KLA 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: 737 shares 737 $222K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: not reported; 2026Q2: 1,464 shares 1,464 $215K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 707 shares 707 $211K 0.04% 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: 235 shares; 2025Q1: 245 shares; 2025Q2: 266 shares; 2025Q3: 279 shares; 2025Q4: 2,649 shares; 2026Q1: 2,915 shares; 2026Q2: 2,936 shares 2,936 $210K 0.04% +21 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM 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: 4,984 shares; 2025Q4: 7,411 shares; 2026Q1: not reported; 2026Q2: 13,278 shares 13,278 $209K 0.04% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,422 shares; 2024Q4: 8,425 shares; 2025Q1: 8,468 shares; 2025Q2: 8,283 shares; 2025Q3: 8,420 shares; 2025Q4: 8,592 shares; 2026Q1: 8,640 shares; 2026Q2: 8,646 shares 8,646 $207K 0.04% +6 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: 1,256 shares; 2026Q2: 1,358 shares 1,358 $206K 0.04% +102 Timeline ITOT 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: 1,240 shares 1,240 $204K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $202K 0.04% new Timeline