FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,682 shares; 2024Q4: 357,341 shares; 2025Q1: 280,597 shares; 2025Q2: 139,838 shares; 2025Q3: 139,679 shares; 2025Q4: 128,134 shares; 2026Q1: 126,056 shares; 2026Q2: 125,840 shares 125,840 $150M 73.85% -216 Timeline VYM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,863 shares; 2025Q3: 78,863 shares; 2025Q4: 118,864 shares; 2026Q1: 118,864 shares; 2026Q2: 118,854 shares 118,854 $18.8M 9.23% -10 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,000 shares; 2025Q3: 90,000 shares; 2025Q4: 150,000 shares; 2026Q1: 150,000 shares; 2026Q2: 150,000 shares 150,000 $8.65M 4.25% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,000 shares; 2025Q3: 128,000 shares; 2025Q4: 128,000 shares; 2026Q1: 128,000 shares; 2026Q2: 128,000 shares 128,000 $8.65M 4.25% 0 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: 32,040 shares; 2024Q4: 32,040 shares; 2025Q1: 32,040 shares; 2025Q2: 32,040 shares; 2025Q3: 32,040 shares; 2025Q4: 32,040 shares; 2026Q1: 29,040 shares; 2026Q2: 29,040 shares 29,040 $2.4M 1.18% 0 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: 5,408 shares; 2024Q4: 5,518 shares; 2025Q1: 5,149 shares; 2025Q2: 5,149 shares; 2025Q3: 5,149 shares; 2025Q4: 5,150 shares; 2026Q1: 4,997 shares; 2026Q2: 4,966 shares 4,966 $1.84M 0.9% -31 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: 2,061 shares; 2024Q4: 2,061 shares; 2025Q1: 2,061 shares; 2025Q2: 2,061 shares; 2025Q3: 2,061 shares; 2025Q4: 2,063 shares; 2026Q1: 1,449 shares; 2026Q2: 1,349 shares 1,349 $1.44M 0.71% -100 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: 5,280 shares; 2024Q4: 5,280 shares; 2025Q1: 5,310 shares; 2025Q2: 5,858 shares; 2025Q3: 5,826 shares; 2025Q4: 5,801 shares; 2026Q1: 5,793 shares; 2026Q2: 5,794 shares 5,794 $1.16M 0.57% +1 Timeline VAW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,017 shares; 2026Q2: 5,017 shares 5,017 $1.15M 0.56% 0 Timeline SCHD 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: 35,878 shares 35,878 $1.14M 0.56% new 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: 1,685 shares; 2024Q4: 1,735 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares; 2026Q1: 1,635 shares; 2026Q2: 9,810 shares 9,810 $845K 0.42% +8,175 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: 4,370 shares; 2024Q4: 4,370 shares; 2025Q1: 4,370 shares; 2025Q2: 4,370 shares; 2025Q3: 4,360 shares; 2025Q4: 4,255 shares; 2026Q1: 4,250 shares; 2026Q2: 4,250 shares 4,250 $704K 0.35% 0 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: 2,838 shares; 2024Q4: 2,838 shares; 2025Q1: 2,858 shares; 2025Q2: 2,883 shares; 2025Q3: 2,878 shares; 2025Q4: 2,870 shares; 2026Q1: 2,873 shares; 2026Q2: 2,846 shares 2,846 $678K 0.33% -27 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,986 shares; 2024Q4: 26,965 shares; 2025Q1: 26,973 shares; 2025Q2: 26,980 shares; 2025Q3: 26,927 shares; 2025Q4: 26,935 shares; 2026Q1: 20,749 shares; 2026Q2: 20,256 shares 20,256 $587K 0.29% -493 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: 3,374 shares; 2024Q4: 3,379 shares; 2025Q1: 3,379 shares; 2025Q2: 3,379 shares; 2025Q3: 3,379 shares; 2025Q4: 3,379 shares; 2026Q1: 3,379 shares; 2026Q2: 3,379 shares 3,379 $555K 0.27% 0 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: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares; 2025Q2: 1,237 shares; 2025Q3: 1,237 shares; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares; 2026Q2: 1,239 shares 1,239 $521K 0.26% +5 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: 1,793 shares; 2024Q4: 1,794 shares; 2025Q1: 1,769 shares; 2025Q2: 1,754 shares; 2025Q3: 1,750 shares; 2025Q4: 1,741 shares; 2026Q1: 1,742 shares; 2026Q2: 1,735 shares 1,735 $502K 0.25% -7 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: 700 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $411K 0.2% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,992 shares; 2024Q4: 2,898 shares; 2025Q1: 2,903 shares; 2025Q2: 2,909 shares; 2025Q3: 2,915 shares; 2025Q4: 2,823 shares; 2026Q1: 2,808 shares; 2026Q2: 2,561 shares 2,561 $400K 0.2% -247 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: 442 shares; 2024Q4: 442 shares; 2025Q1: not reported; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 2,876 shares 2,876 $344K 0.17% +2,534 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 532 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $298K 0.15% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,465 shares; 2026Q1: 1,465 shares; 2026Q2: 1,466 shares 1,466 $294K 0.14% +1 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,311 shares; 2026Q1: 1,311 shares; 2026Q2: 1,311 shares 1,311 $279K 0.14% 0 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: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $272K 0.13% 0 Timeline VXF 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $246K 0.12% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $243K 0.12% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 660 shares; 2026Q1: not reported; 2026Q2: 660 shares 660 $233K 0.11% new 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: 936 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: not reported; 2026Q2: 737 shares 737 $223K 0.11% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $209K 0.1% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,450 shares; 2026Q2: 4,450 shares 4,450 $202K 0.1% 0 Timeline