VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,100 shares 41,100 $28.3M 19.68% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,607 shares 24,607 $18.4M 12.81% new Timeline SMH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 8,048 shares; 2025Q4: 7,022 shares; 2026Q1: 13,203 shares; 2026Q2: 26,245 shares 26,245 $17.2M 11.97% +13,042 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: 47,252 shares 47,252 $6.6M 4.59% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,189 shares 14,189 $4.84M 3.36% new Timeline EEM 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: 68,700 shares 68,700 $4.7M 3.27% new Timeline IWM 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: 15,318 shares 15,318 $4.6M 3.2% new 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: 7,142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,538 shares; 2025Q4: 11,043 shares; 2026Q1: 11,043 shares; 2026Q2: 11,043 shares 11,043 $3.9M 2.71% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,110 shares; 2024Q4: 47,110 shares; 2025Q1: 47,110 shares; 2025Q2: 47,110 shares; 2025Q3: 47,110 shares; 2025Q4: 47,110 shares; 2026Q1: 62,840 shares; 2026Q2: 62,840 shares 62,840 $3.71M 2.58% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,491 shares; 2025Q1: 1,551 shares; 2025Q2: 10,779 shares; 2025Q3: 7,453 shares; 2025Q4: 13,276 shares; 2026Q1: 11,642 shares; 2026Q2: 5,001 shares 5,001 $3.69M 2.56% -6,641 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: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 10,081 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,898 shares 14,898 $3.55M 2.47% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 4,238 shares; 2025Q4: 4,238 shares; 2026Q1: 4,238 shares; 2026Q2: 4,238 shares 4,238 $3.05M 2.12% 0 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: 1,902 shares; 2026Q1: 2,743 shares; 2026Q2: 2,743 shares 2,743 $2.77M 1.93% 0 Timeline MCHI 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: 53,959 shares; 2026Q2: 53,959 shares 53,959 $2.75M 1.91% 0 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: not reported; 2026Q2: 5,000 shares 5,000 $2.39M 1.66% new Timeline ITA 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: 9,569 shares 9,569 $2.32M 1.61% new Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE 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: not reported; 2025Q4: not reported; 2026Q1: 39,197 shares; 2026Q2: 39,197 shares 39,197 $2.29M 1.59% 0 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS 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: 45,061 shares; 2026Q2: 45,061 shares 45,061 $2.29M 1.59% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 7,153 shares 7,153 $2.13M 1.48% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: not reported; 2025Q4: not reported; 2026Q1: 15,205 shares; 2026Q2: 9,205 shares 9,205 $1.79M 1.25% -6,000 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: 3,058 shares; 2026Q1: 3,058 shares; 2026Q2: 3,058 shares 3,058 $1.78M 1.24% 0 Timeline XBI 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: 20,570 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,867 shares; 2026Q1: 10,867 shares; 2026Q2: 10,867 shares 10,867 $1.72M 1.2% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,774 shares; 2026Q1: 16,657 shares; 2026Q2: 16,657 shares 16,657 $1.53M 1.06% 0 Timeline XME 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: 14,200 shares; 2026Q1: 14,200 shares; 2026Q2: 14,200 shares 14,200 $1.52M 1.06% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 8,951 shares 8,951 $1.48M 1.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,218 shares 1,218 $1.46M 1.02% new Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,499 shares; 2024Q4: 33,076 shares; 2025Q1: 33,076 shares; 2025Q2: 33,076 shares; 2025Q3: 33,076 shares; 2025Q4: 33,076 shares; 2026Q1: 33,076 shares; 2026Q2: 33,076 shares 33,076 $1.41M 0.98% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,832 shares 11,832 $1.38M 0.96% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD 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: 35,000 shares 35,000 $1.19M 0.82% new Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS 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: 5,206 shares 5,206 $1.15M 0.8% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,257 shares; 2026Q2: 5,257 shares 5,257 $1.14M 0.79% 0 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: 8,200 shares; 2024Q4: 8,200 shares; 2025Q1: 12,359 shares; 2025Q2: 22,860 shares; 2025Q3: 15,358 shares; 2025Q4: 4,982 shares; 2026Q1: 4,982 shares; 2026Q2: 4,982 shares 4,982 $997K 0.69% 0 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: 1,785 shares; 2024Q4: not reported; 2025Q1: 3,411 shares; 2025Q2: 7,654 shares; 2025Q3: 7,654 shares; 2025Q4: 7,654 shares; 2026Q1: 1,296 shares; 2026Q2: 1,296 shares 1,296 $970K 0.67% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,524 shares 2,524 $942K 0.65% new 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: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares; 2026Q2: 2,720 shares 2,720 $933K 0.65% 0 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: 3,520 shares; 2024Q4: 3,520 shares; 2025Q1: 1,764 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 914 shares; 2026Q1: 3,132 shares; 2026Q2: 1,582 shares 1,582 $891K 0.62% -1,550 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,032 shares; 2026Q1: 2,032 shares; 2026Q2: 2,032 shares 2,032 $769K 0.53% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES 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: 18,685 shares 18,685 $457K 0.32% 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: not reported; 2024Q4: not reported; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares; 2026Q1: 4,080 shares; 2026Q2: 4,080 shares 4,080 $396K 0.28% 0 Timeline FXI 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: 12,200 shares 12,200 $385K 0.27% new Timeline