AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,794 shares; 2024Q4: 172,195 shares; 2025Q1: 160,735 shares; 2025Q2: 163,560 shares; 2025Q3: 163,090 shares; 2025Q4: 155,480 shares; 2026Q1: 154,698 shares; 2026Q2: 147,791 shares 147,791 $42.8M 10.35% -6,907 Timeline VB 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: 20,017 shares; 2024Q4: 22,218 shares; 2025Q1: 24,594 shares; 2025Q2: 137,894 shares; 2025Q3: 131,259 shares; 2025Q4: 123,091 shares; 2026Q1: 120,390 shares; 2026Q2: 118,864 shares 118,864 $36M 8.72% -1,526 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: 87,085 shares; 2024Q4: 92,797 shares; 2025Q1: 107,655 shares; 2025Q2: 116,135 shares; 2025Q3: 117,454 shares; 2025Q4: 110,092 shares; 2026Q1: 106,284 shares; 2026Q2: 101,395 shares 101,395 $35.8M 8.67% -4,889 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: 34,468 shares; 2024Q4: 35,740 shares; 2025Q1: 35,022 shares; 2025Q2: 36,887 shares; 2025Q3: 36,063 shares; 2025Q4: 41,230 shares; 2026Q1: 40,959 shares; 2026Q2: 43,418 shares 43,418 $24.5M 5.92% +2,459 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: 50,467 shares; 2024Q4: 50,560 shares; 2025Q1: 50,397 shares; 2025Q2: 51,126 shares; 2025Q3: 50,920 shares; 2025Q4: 48,727 shares; 2026Q1: 48,317 shares; 2026Q2: 47,545 shares 47,545 $23.8M 5.76% -772 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: 55,920 shares; 2024Q4: 59,693 shares; 2025Q1: 75,907 shares; 2025Q2: 113,278 shares; 2025Q3: 108,942 shares; 2025Q4: 107,487 shares; 2026Q1: 106,678 shares; 2026Q2: 104,859 shares 104,859 $21M 5.08% -1,819 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: 19,750 shares; 2024Q4: 20,192 shares; 2025Q1: 20,462 shares; 2025Q2: 29,749 shares; 2025Q3: 29,435 shares; 2025Q4: 65,241 shares; 2026Q1: 65,059 shares; 2026Q2: 63,588 shares 63,588 $15.2M 3.67% -1,471 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337,549 shares; 2024Q4: 346,315 shares; 2025Q1: 354,357 shares; 2025Q2: 364,271 shares; 2025Q3: 369,442 shares; 2025Q4: 374,616 shares; 2026Q1: 381,103 shares; 2026Q2: 378,218 shares 378,218 $13.9M 3.36% -2,885 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,494 shares; 2024Q4: 520,854 shares; 2025Q1: 516,546 shares; 2025Q2: 528,805 shares; 2025Q3: 531,344 shares; 2025Q4: 526,343 shares; 2026Q1: 509,121 shares; 2026Q2: 477,354 shares 477,354 $11.5M 2.78% -31,767 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: 11,474 shares; 2024Q4: 11,006 shares; 2025Q1: 10,505 shares; 2025Q2: 10,532 shares; 2025Q3: 10,372 shares; 2025Q4: 127,490 shares; 2026Q1: 132,340 shares; 2026Q2: 131,730 shares 131,730 $9.41M 2.28% -610 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: 4,628 shares; 2024Q4: 4,657 shares; 2025Q1: 5,095 shares; 2025Q2: 18,303 shares; 2025Q3: 23,569 shares; 2025Q4: 24,233 shares; 2026Q1: 23,345 shares; 2026Q2: 21,846 shares 21,846 $9.08M 2.2% -1,499 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: 39,163 shares; 2024Q4: 38,688 shares; 2025Q1: 38,595 shares; 2025Q2: 38,551 shares; 2025Q3: 36,837 shares; 2025Q4: 28,934 shares; 2026Q1: 27,810 shares; 2026Q2: 24,824 shares 24,824 $9.08M 2.2% -2,986 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: 23,012 shares; 2024Q4: 23,164 shares; 2025Q1: 24,164 shares; 2025Q2: 24,675 shares; 2025Q3: 24,722 shares; 2025Q4: 25,337 shares; 2026Q1: 25,468 shares; 2026Q2: 25,379 shares 25,379 $8.71M 2.11% -89 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: 33,415 shares; 2024Q4: 33,764 shares; 2025Q1: 33,860 shares; 2025Q2: 34,347 shares; 2025Q3: 34,524 shares; 2025Q4: 34,425 shares; 2026Q1: 34,313 shares; 2026Q2: 32,382 shares 32,382 $8.15M 1.97% -1,931 Timeline KBWB 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: 92,995 shares; 2024Q4: 92,258 shares; 2025Q1: 92,475 shares; 2025Q2: 93,352 shares; 2025Q3: 92,500 shares; 2025Q4: 92,176 shares; 2026Q1: 89,866 shares; 2026Q2: 80,551 shares 80,551 $7.49M 1.81% -9,315 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: 14,617 shares; 2024Q4: 14,542 shares; 2025Q1: 14,416 shares; 2025Q2: 15,381 shares; 2025Q3: 15,120 shares; 2025Q4: 16,134 shares; 2026Q1: 18,078 shares; 2026Q2: 19,088 shares 19,088 $7.12M 1.72% +1,010 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,340 shares; 2024Q4: 35,524 shares; 2025Q1: 35,923 shares; 2025Q2: 36,248 shares; 2025Q3: 36,262 shares; 2025Q4: 33,064 shares; 2026Q1: 31,922 shares; 2026Q2: 25,879 shares 25,879 $6.74M 1.63% -6,043 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: 6,452 shares; 2024Q4: 7,637 shares; 2025Q1: 11,628 shares; 2025Q2: 26,623 shares; 2025Q3: 25,834 shares; 2025Q4: 21,639 shares; 2026Q1: 21,922 shares; 2026Q2: 10,479 shares 10,479 $6.09M 1.47% -11,443 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,364 shares; 2024Q4: 16,403 shares; 2025Q1: 16,572 shares; 2025Q2: 16,868 shares; 2025Q3: 16,914 shares; 2025Q4: 16,492 shares; 2026Q1: 16,406 shares; 2026Q2: 16,474 shares 16,474 $5.57M 1.35% +68 Timeline VO 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: 15,681 shares; 2024Q4: 16,845 shares; 2025Q1: 17,141 shares; 2025Q2: 18,082 shares; 2025Q3: 17,766 shares; 2025Q4: 16,936 shares; 2026Q1: 16,845 shares; 2026Q2: 67,229 shares 67,229 $5.42M 1.31% +50,384 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: 17,242 shares; 2024Q4: 17,346 shares; 2025Q1: 17,201 shares; 2025Q2: 17,596 shares; 2025Q3: 17,617 shares; 2025Q4: 16,837 shares; 2026Q1: 16,834 shares; 2026Q2: 16,485 shares 16,485 $5.4M 1.31% -349 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: 19,700 shares; 2024Q4: 18,595 shares; 2025Q1: 18,630 shares; 2025Q2: 18,777 shares; 2025Q3: 18,867 shares; 2025Q4: 20,025 shares; 2026Q1: 56,583 shares; 2026Q2: 58,663 shares 58,663 $4.18M 1.01% +2,080 Timeline RPV 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: 37,017 shares; 2024Q4: 37,075 shares; 2025Q1: 37,018 shares; 2025Q2: 36,775 shares; 2025Q3: 37,077 shares; 2025Q4: 36,854 shares; 2026Q1: 37,019 shares; 2026Q2: 32,870 shares 32,870 $3.74M 0.91% -4,149 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,842 shares; 2024Q4: 108,857 shares; 2025Q1: 109,151 shares; 2025Q2: 110,052 shares; 2025Q3: 107,811 shares; 2025Q4: 129,046 shares; 2026Q1: 90,259 shares; 2026Q2: 80,381 shares 80,381 $3.47M 0.84% -9,878 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: 3,589 shares; 2024Q4: 4,082 shares; 2025Q1: 4,263 shares; 2025Q2: 4,842 shares; 2025Q3: 4,233 shares; 2025Q4: 4,152 shares; 2026Q1: 4,226 shares; 2026Q2: 4,545 shares 4,545 $3.12M 0.76% +319 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,656 shares; 2024Q4: 6,569 shares; 2025Q1: 6,538 shares; 2025Q2: 7,495 shares; 2025Q3: 7,929 shares; 2025Q4: 8,524 shares; 2026Q1: 8,975 shares; 2026Q2: 19,650 shares 19,650 $3.08M 0.74% +10,675 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: 55,732 shares; 2024Q4: 55,649 shares; 2025Q1: 55,816 shares; 2025Q2: 57,695 shares; 2025Q3: 57,876 shares; 2025Q4: 57,930 shares; 2026Q1: 56,488 shares; 2026Q2: 56,199 shares 56,199 $3.01M 0.73% -289 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: 17,294 shares; 2024Q4: 17,433 shares; 2025Q1: 17,604 shares; 2025Q2: 17,873 shares; 2025Q3: 18,089 shares; 2025Q4: 17,969 shares; 2026Q1: 18,117 shares; 2026Q2: 17,936 shares 17,936 $2.97M 0.72% -181 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: 636 shares; 2025Q1: 638 shares; 2025Q2: 637 shares; 2025Q3: 636 shares; 2025Q4: 621 shares; 2026Q1: 637 shares; 2026Q2: 15,994 shares 15,994 $2.85M 0.69% +15,357 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: 30,817 shares; 2024Q4: 31,006 shares; 2025Q1: 31,152 shares; 2025Q2: 31,909 shares; 2025Q3: 32,128 shares; 2025Q4: 32,305 shares; 2026Q1: 33,707 shares; 2026Q2: 32,038 shares 32,038 $2.66M 0.64% -1,669 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,920 shares; 2024Q4: 40,282 shares; 2025Q1: 40,385 shares; 2025Q2: 38,927 shares; 2025Q3: 38,677 shares; 2025Q4: 40,241 shares; 2026Q1: 37,088 shares; 2026Q2: 30,182 shares 30,182 $2.62M 0.63% -6,906 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,069 shares 14,069 $2.48M 0.6% new 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: 4,221 shares; 2024Q4: 4,271 shares; 2025Q1: 4,507 shares; 2025Q2: 4,962 shares; 2025Q3: 5,402 shares; 2025Q4: 5,254 shares; 2026Q1: 5,252 shares; 2026Q2: 5,174 shares 5,174 $2.47M 0.6% -78 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,793 shares; 2024Q4: 32,422 shares; 2025Q1: 33,749 shares; 2025Q2: 34,470 shares; 2025Q3: 35,061 shares; 2025Q4: 33,900 shares; 2026Q1: 33,588 shares; 2026Q2: 33,317 shares 33,317 $2.4M 0.58% -271 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: 12,802 shares; 2024Q4: 12,871 shares; 2025Q1: 12,877 shares; 2025Q2: 12,771 shares; 2025Q3: 11,948 shares; 2025Q4: 10,550 shares; 2026Q1: 10,605 shares; 2026Q2: 9,497 shares 9,497 $2.31M 0.56% -1,108 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: 27,078 shares; 2024Q4: 27,194 shares; 2025Q1: 27,270 shares; 2025Q2: 27,355 shares; 2025Q3: 27,443 shares; 2025Q4: 27,579 shares; 2026Q1: 27,786 shares; 2026Q2: 27,855 shares 27,855 $2.15M 0.52% +69 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: 13,436 shares; 2024Q4: 13,568 shares; 2025Q1: 13,610 shares; 2025Q2: 13,660 shares; 2025Q3: 13,710 shares; 2025Q4: 13,679 shares; 2026Q1: 13,734 shares; 2026Q2: 13,775 shares 13,775 $2.04M 0.49% +41 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: 4,900 shares; 2024Q4: 4,904 shares; 2025Q1: 4,910 shares; 2025Q2: 5,057 shares; 2025Q3: 5,025 shares; 2025Q4: 5,748 shares; 2026Q1: 5,752 shares; 2026Q2: 5,707 shares 5,707 $2.04M 0.49% -45 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: 12,050 shares; 2024Q4: 12,000 shares; 2025Q1: 12,005 shares; 2025Q2: 12,532 shares; 2025Q3: 12,589 shares; 2025Q4: 12,559 shares; 2026Q1: 12,552 shares; 2026Q2: 11,598 shares 11,598 $1.84M 0.45% -954 Timeline AMLP ALPS ETF TR More: the full row for ALPS 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: 29,358 shares; 2026Q2: 33,441 shares 33,441 $1.73M 0.42% +4,083 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622 shares; 2024Q4: 623 shares; 2025Q1: 624 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 565 shares; 2026Q1: 1,291 shares; 2026Q2: 6,343 shares 6,343 $1.66M 0.4% +5,052 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: 18,465 shares; 2024Q4: 18,441 shares; 2025Q1: 18,574 shares; 2025Q2: 18,664 shares; 2025Q3: 18,787 shares; 2025Q4: 36,362 shares; 2026Q1: 36,274 shares; 2026Q2: 34,481 shares 34,481 $1.56M 0.38% -1,793 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: 6,394 shares; 2024Q4: 6,672 shares; 2025Q1: 6,711 shares; 2025Q2: 6,670 shares; 2025Q3: 6,411 shares; 2025Q4: 6,659 shares; 2026Q1: 6,514 shares; 2026Q2: 7,078 shares 7,078 $1.54M 0.37% +564 Timeline SCHM 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: 40,675 shares; 2025Q2: 40,822 shares; 2025Q3: 40,996 shares; 2025Q4: 41,176 shares; 2026Q1: 41,279 shares; 2026Q2: 41,401 shares 41,401 $1.53M 0.37% +122 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: 16,588 shares; 2024Q4: 16,638 shares; 2025Q1: 16,700 shares; 2025Q2: 16,779 shares; 2025Q3: 16,853 shares; 2025Q4: 32,602 shares; 2026Q1: 32,731 shares; 2026Q2: 29,725 shares 29,725 $1.51M 0.37% -3,006 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,199 shares; 2024Q4: 3,199 shares; 2025Q1: 3,199 shares; 2025Q2: 3,208 shares; 2025Q3: 3,208 shares; 2025Q4: 3,018 shares; 2026Q1: 2,945 shares; 2026Q2: 2,945 shares 2,945 $1.46M 0.35% 0 Timeline IGV 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: 16,055 shares; 2026Q2: 15,992 shares 15,992 $1.45M 0.35% -63 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: 2,110 shares; 2025Q4: 3,616 shares; 2026Q1: 3,781 shares; 2026Q2: 3,331 shares 3,331 $1.44M 0.35% -450 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: 7,781 shares; 2024Q4: 8,527 shares; 2025Q1: 8,673 shares; 2025Q2: 9,055 shares; 2025Q3: 8,605 shares; 2025Q4: 8,333 shares; 2026Q1: 7,650 shares; 2026Q2: 7,642 shares 7,642 $1.41M 0.34% -8 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: 4,112 shares; 2024Q4: 2,590 shares; 2025Q1: 2,475 shares; 2025Q2: 2,543 shares; 2025Q3: 3,343 shares; 2025Q4: 3,298 shares; 2026Q1: 3,298 shares; 2026Q2: 3,302 shares 3,302 $1.39M 0.34% +4 Timeline FISV FISERV INC More: the full row for FISERV 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: 30,307 shares; 2026Q2: 27,677 shares 27,677 $1.36M 0.33% -2,630 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,608 shares; 2024Q4: 3,636 shares; 2025Q1: 3,597 shares; 2025Q2: 3,644 shares; 2025Q3: 3,672 shares; 2025Q4: 3,637 shares; 2026Q1: 3,657 shares; 2026Q2: 3,072 shares 3,072 $1.11M 0.27% -585 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 618 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $1.09M 0.26% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,260 shares; 2024Q4: 14,410 shares; 2025Q1: 15,093 shares; 2025Q2: 16,471 shares; 2025Q3: 15,850 shares; 2025Q4: 15,027 shares; 2026Q1: 15,027 shares; 2026Q2: 15,127 shares 15,127 $1.09M 0.26% +100 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: 1,298 shares; 2024Q4: 1,299 shares; 2025Q1: 1,247 shares; 2025Q2: 1,260 shares; 2025Q3: 1,272 shares; 2025Q4: 1,133 shares; 2026Q1: 1,163 shares; 2026Q2: 1,165 shares 1,165 $1.09M 0.26% +2 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: 6,455 shares; 2024Q4: 6,450 shares; 2025Q1: 6,261 shares; 2025Q2: 6,432 shares; 2025Q3: 6,414 shares; 2025Q4: 6,061 shares; 2026Q1: 6,110 shares; 2026Q2: 5,789 shares 5,789 $1.05M 0.25% -321 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: 4,517 shares; 2024Q4: 4,518 shares; 2025Q1: 4,715 shares; 2025Q2: 4,807 shares; 2025Q3: 4,809 shares; 2025Q4: 4,695 shares; 2026Q1: 4,657 shares; 2026Q2: 4,734 shares 4,734 $1.03M 0.25% +77 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: 3,510 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares; 2025Q2: 4,046 shares; 2025Q3: 4,014 shares; 2025Q4: 7,921 shares; 2026Q1: 7,940 shares; 2026Q2: 5,295 shares 5,295 $1.01M 0.24% -2,645 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: 14,961 shares; 2024Q4: 15,040 shares; 2025Q1: 14,898 shares; 2025Q2: 14,850 shares; 2025Q3: 14,932 shares; 2025Q4: 13,613 shares; 2026Q1: 13,689 shares; 2026Q2: 11,700 shares 11,700 $967K 0.23% -1,989 Timeline VFH 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: 7,032 shares; 2024Q4: 7,107 shares; 2025Q1: 7,137 shares; 2025Q2: 7,164 shares; 2025Q3: 7,187 shares; 2025Q4: 7,221 shares; 2026Q1: 7,244 shares; 2026Q2: 7,228 shares 7,228 $951K 0.23% -16 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 9,456 shares 9,456 $939K 0.23% new Timeline SCHA 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: 24,008 shares; 2025Q2: 24,087 shares; 2025Q3: 24,164 shares; 2025Q4: 24,272 shares; 2026Q1: 24,305 shares; 2026Q2: 24,402 shares 24,402 $882K 0.21% +97 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: 2,743 shares; 2024Q4: 2,760 shares; 2025Q1: 2,770 shares; 2025Q2: 2,770 shares; 2025Q3: 2,616 shares; 2025Q4: 2,324 shares; 2026Q1: 2,331 shares; 2026Q2: 2,338 shares 2,338 $865K 0.21% +7 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,765 shares; 2024Q4: 1,798 shares; 2025Q1: 1,624 shares; 2025Q2: 1,688 shares; 2025Q3: 1,720 shares; 2025Q4: 1,721 shares; 2026Q1: 1,699 shares; 2026Q2: 1,626 shares 1,626 $829K 0.2% -73 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: 903 shares; 2024Q4: 906 shares; 2025Q1: 909 shares; 2025Q2: 912 shares; 2025Q3: 873 shares; 2025Q4: 1,012 shares; 2026Q1: 1,057 shares; 2026Q2: 1,067 shares 1,067 $797K 0.19% +10 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,333 shares; 2024Q4: 2,231 shares; 2025Q1: 2,093 shares; 2025Q2: 2,096 shares; 2025Q3: 2,000 shares; 2025Q4: 1,566 shares; 2026Q1: 1,487 shares; 2026Q2: 1,205 shares 1,205 $752K 0.18% -282 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: 1,391 shares; 2024Q4: 1,392 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,394 shares; 2025Q4: 1,350 shares; 2026Q1: 1,351 shares; 2026Q2: 8,111 shares 8,111 $699K 0.17% +6,760 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,528 shares; 2024Q4: 24,004 shares; 2025Q1: 22,243 shares; 2025Q2: 22,061 shares; 2025Q3: 20,680 shares; 2025Q4: 18,770 shares; 2026Q1: 18,523 shares; 2026Q2: 13,097 shares 13,097 $647K 0.16% -5,426 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,745 shares; 2024Q4: 4,282 shares; 2025Q1: 4,323 shares; 2025Q2: 4,470 shares; 2025Q3: 4,507 shares; 2025Q4: 4,389 shares; 2026Q1: 4,413 shares; 2026Q2: 3,796 shares 3,796 $642K 0.16% -617 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 430 shares; 2026Q2: 370 shares 370 $628K 0.15% -60 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: 6,832 shares; 2024Q4: 6,948 shares; 2025Q1: 6,968 shares; 2025Q2: 7,018 shares; 2025Q3: 7,053 shares; 2025Q4: 7,180 shares; 2026Q1: 7,188 shares; 2026Q2: 7,220 shares 7,220 $617K 0.15% +32 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: not reported; 2024Q4: 22,381 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,757 shares; 2026Q2: 10,925 shares 10,925 $580K 0.14% -5,832 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,514 shares; 2025Q2: 9,469 shares; 2025Q3: 8,369 shares; 2025Q4: 7,169 shares; 2026Q1: 6,969 shares; 2026Q2: 6,169 shares 6,169 $555K 0.13% -800 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,179 shares; 2024Q4: 2,190 shares; 2025Q1: 2,071 shares; 2025Q2: 2,083 shares; 2025Q3: 1,917 shares; 2025Q4: 1,782 shares; 2026Q1: 1,791 shares; 2026Q2: 1,708 shares 1,708 $535K 0.13% -83 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 500 shares 500 $482K 0.12% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,447 shares; 2024Q4: 3,468 shares; 2025Q1: 3,491 shares; 2025Q2: 3,491 shares; 2025Q3: 3,509 shares; 2025Q4: 3,545 shares; 2026Q1: 3,559 shares; 2026Q2: 2,413 shares 2,413 $477K 0.12% -1,146 Timeline VOT 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: 2,089 shares; 2024Q4: 2,093 shares; 2025Q1: 2,097 shares; 2025Q2: 2,097 shares; 2025Q3: 2,100 shares; 2025Q4: 2,107 shares; 2026Q1: 2,110 shares; 2026Q2: 1,502 shares 1,502 $460K 0.11% -608 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: 3,053 shares; 2024Q4: 3,062 shares; 2025Q1: 2,891 shares; 2025Q2: 2,937 shares; 2025Q3: 2,946 shares; 2025Q4: 2,954 shares; 2026Q1: 2,962 shares; 2026Q2: 2,971 shares 2,971 $450K 0.11% +9 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,067 shares; 2025Q2: 15,340 shares; 2025Q3: 15,632 shares; 2025Q4: 16,995 shares; 2026Q1: 19,274 shares; 2026Q2: 22,543 shares 22,543 $431K 0.1% +3,269 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506 shares; 2024Q4: 522 shares; 2025Q1: 536 shares; 2025Q2: 572 shares; 2025Q3: 573 shares; 2025Q4: 421 shares; 2026Q1: 309 shares; 2026Q2: 310 shares 310 $428K 0.1% +1 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: 1,688 shares; 2025Q1: not reported; 2025Q2: 1,736 shares; 2025Q3: 1,748 shares; 2025Q4: 1,859 shares; 2026Q1: 1,971 shares; 2026Q2: 1,981 shares 1,981 $414K 0.1% +10 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: 359 shares; 2025Q1: not reported; 2025Q2: 371 shares; 2025Q3: 373 shares; 2025Q4: 383 shares; 2026Q1: 385 shares; 2026Q2: 387 shares 387 $391K 0.09% +2 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 676 shares; 2024Q4: 694 shares; 2025Q1: 697 shares; 2025Q2: 550 shares; 2025Q3: 551 shares; 2025Q4: 553 shares; 2026Q1: 555 shares; 2026Q2: 556 shares 556 $391K 0.09% +1 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: 3,026 shares; 2024Q4: 3,026 shares; 2025Q1: 3,033 shares; 2025Q2: 3,161 shares; 2025Q3: 3,169 shares; 2025Q4: 3,169 shares; 2026Q1: 3,175 shares; 2026Q2: 3,442 shares 3,442 $390K 0.09% +267 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: 3,074 shares; 2024Q4: 3,081 shares; 2025Q1: 3,087 shares; 2025Q2: 3,133 shares; 2025Q3: 3,240 shares; 2025Q4: 2,227 shares; 2026Q1: 2,234 shares; 2026Q2: 2,650 shares 2,650 $388K 0.09% +416 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: 3,033 shares; 2024Q4: 3,042 shares; 2025Q1: 3,050 shares; 2025Q2: 3,078 shares; 2025Q3: 3,087 shares; 2025Q4: 3,197 shares; 2026Q1: 3,207 shares; 2026Q2: 3,066 shares 3,066 $377K 0.09% -141 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: 1,515 shares; 2024Q4: 1,520 shares; 2025Q1: 1,523 shares; 2025Q2: 1,523 shares; 2025Q3: 1,526 shares; 2025Q4: 1,530 shares; 2026Q1: 1,536 shares; 2026Q2: 1,543 shares 1,543 $365K 0.09% +7 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: 373 shares; 2026Q1: 373 shares; 2026Q2: 325 shares 325 $346K 0.08% -48 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 681 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 585 shares; 2026Q1: not reported; 2026Q2: 1,206 shares 1,206 $340K 0.08% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 6,988 shares; 2025Q4: 2,988 shares; 2026Q1: 2,938 shares; 2026Q2: 2,938 shares 2,938 $335K 0.08% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 948 shares 948 $323K 0.08% new 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: 444 shares 444 $321K 0.08% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,719 shares; 2024Q4: 5,170 shares; 2025Q1: 5,182 shares; 2025Q2: 5,199 shares; 2025Q3: 4,628 shares; 2025Q4: 4,043 shares; 2026Q1: 4,053 shares; 2026Q2: 4,062 shares 4,062 $313K 0.08% +9 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: 2,746 shares; 2024Q4: 2,760 shares; 2025Q1: 2,768 shares; 2025Q2: 2,777 shares; 2025Q3: 2,788 shares; 2025Q4: 2,797 shares; 2026Q1: 2,802 shares; 2026Q2: 1,608 shares 1,608 $298K 0.07% -1,194 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,932 shares; 2024Q4: 4,790 shares; 2025Q1: 4,673 shares; 2025Q2: 4,719 shares; 2025Q3: 4,689 shares; 2025Q4: 3,283 shares; 2026Q1: 2,738 shares; 2026Q2: 2,385 shares 2,385 $297K 0.07% -353 Timeline KBE 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: 4,847 shares; 2024Q4: 4,876 shares; 2025Q1: 4,910 shares; 2025Q2: 4,943 shares; 2025Q3: 4,235 shares; 2025Q4: 4,256 shares; 2026Q1: 4,275 shares; 2026Q2: 4,292 shares 4,292 $293K 0.07% +17 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,334 shares; 2025Q1: 2,334 shares; 2025Q2: 2,358 shares; 2025Q3: 2,358 shares; 2025Q4: 2,384 shares; 2026Q1: 2,384 shares; 2026Q2: 2,405 shares 2,405 $289K 0.07% +21 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274 shares; 2024Q4: 1,280 shares; 2025Q1: 1,287 shares; 2025Q2: 1,305 shares; 2025Q3: 1,311 shares; 2025Q4: 1,202 shares; 2026Q1: 1,208 shares; 2026Q2: 1,215 shares 1,215 $289K 0.07% +7 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: 2,676 shares; 2024Q4: 2,749 shares; 2025Q1: 2,774 shares; 2025Q2: 2,901 shares; 2025Q3: 2,927 shares; 2025Q4: 2,952 shares; 2026Q1: 2,913 shares; 2026Q2: 2,104 shares 2,104 $288K 0.07% -809 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,697 shares; 2025Q3: 4,722 shares; 2025Q4: 4,746 shares; 2026Q1: 4,773 shares; 2026Q2: 4,796 shares 4,796 $273K 0.07% +23 Timeline AGG 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: 52,430 shares; 2025Q2: 3,517 shares; 2025Q3: 3,551 shares; 2025Q4: not reported; 2026Q1: 2,664 shares; 2026Q2: 2,691 shares 2,691 $266K 0.06% +27 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,817 shares; 2025Q4: 6,735 shares; 2026Q1: 6,736 shares; 2026Q2: 5,446 shares 5,446 $261K 0.06% -1,290 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: 845 shares 845 $255K 0.06% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,477 shares; 2024Q4: 4,540 shares; 2025Q1: 4,540 shares; 2025Q2: 4,620 shares; 2025Q3: 4,620 shares; 2025Q4: 5,645 shares; 2026Q1: 5,462 shares; 2026Q2: 2,444 shares 2,444 $254K 0.06% -3,018 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,799 shares; 2024Q4: 7,917 shares; 2025Q1: 8,019 shares; 2025Q2: 8,135 shares; 2025Q3: 8,242 shares; 2025Q4: 8,350 shares; 2026Q1: 8,432 shares; 2026Q2: 6,865 shares 6,865 $254K 0.06% -1,567 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: 8,205 shares; 2025Q4: 8,229 shares; 2026Q1: 8,254 shares; 2026Q2: 8,337 shares 8,337 $245K 0.06% +83 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: 2,866 shares; 2024Q4: not reported; 2025Q1: 2,907 shares; 2025Q2: 3,014 shares; 2025Q3: 3,035 shares; 2025Q4: 2,992 shares; 2026Q1: 2,992 shares; 2026Q2: 3,013 shares 3,013 $245K 0.06% +21 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 498 shares; 2025Q1: 499 shares; 2025Q2: 507 shares; 2025Q3: 508 shares; 2025Q4: 510 shares; 2026Q1: 511 shares; 2026Q2: 384 shares 384 $244K 0.06% -127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,869 shares 3,869 $231K 0.06% new 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: 679 shares; 2026Q1: not reported; 2026Q2: 815 shares 815 $229K 0.06% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: 4,500 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 2,500 shares; 2026Q1: 2,400 shares; 2026Q2: 2,370 shares 2,370 $227K 0.06% -30 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: not reported; 2026Q2: 2,651 shares 2,651 $222K 0.05% new Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,860 shares; 2024Q4: 4,872 shares; 2025Q1: 4,888 shares; 2025Q2: 4,901 shares; 2025Q3: 4,916 shares; 2025Q4: 4,925 shares; 2026Q1: 4,537 shares; 2026Q2: 2,506 shares 2,506 $217K 0.05% -2,031 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: 207 shares; 2024Q4: 207 shares; 2025Q1: 212 shares; 2025Q2: 3,210 shares; 2025Q3: 3,210 shares; 2025Q4: 2,685 shares; 2026Q1: 2,685 shares; 2026Q2: 2,355 shares 2,355 $217K 0.05% -330 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: not reported; 2024Q4: 12,003 shares; 2025Q1: 12,368 shares; 2025Q2: 12,655 shares; 2025Q3: 12,655 shares; 2025Q4: 7,152 shares; 2026Q1: 6,303 shares; 2026Q2: 6,503 shares 6,503 $216K 0.05% +200 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 1,456 shares 1,456 $206K 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: 1,723 shares 1,723 $202K 0.05% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY 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: 809 shares 809 $201K 0.05% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS 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: 780 shares; 2025Q4: 685 shares; 2026Q1: 687 shares; 2026Q2: 690 shares 690 $200K 0.05% +3 Timeline