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: 43,103 shares; 2024Q4: 46,165 shares; 2025Q1: 47,039 shares; 2025Q2: 45,597 shares; 2025Q3: 45,922 shares; 2025Q4: 43,860 shares; 2026Q1: 42,104 shares; 2026Q2: 256,418 shares 256,418 $22.1M 5.79% +214,314 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: 40,404 shares; 2024Q4: 41,938 shares; 2025Q1: 44,027 shares; 2025Q2: 44,599 shares; 2025Q3: 50,014 shares; 2025Q4: 54,247 shares; 2026Q1: 52,508 shares; 2026Q2: 51,834 shares 51,834 $19.3M 5.07% -674 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: 26,790 shares; 2024Q4: 28,456 shares; 2025Q1: 22,910 shares; 2025Q2: 22,890 shares; 2025Q3: 23,694 shares; 2025Q4: 23,423 shares; 2026Q1: 21,175 shares; 2026Q2: 159,986 shares 159,986 $19.1M 5.02% +138,811 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: 45,139 shares; 2024Q4: 45,649 shares; 2025Q1: 46,648 shares; 2025Q2: 60,208 shares; 2025Q3: 61,071 shares; 2025Q4: 58,069 shares; 2026Q1: 55,724 shares; 2026Q2: 55,191 shares 55,191 $16M 4.19% -533 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: 44,975 shares; 2024Q4: 45,865 shares; 2025Q1: 46,860 shares; 2025Q2: 38,962 shares; 2025Q3: 39,736 shares; 2025Q4: 42,439 shares; 2026Q1: 42,561 shares; 2026Q2: 43,665 shares 43,665 $15M 3.94% +1,104 Timeline SCHF 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: 149,632 shares; 2024Q4: 309,291 shares; 2025Q1: 316,704 shares; 2025Q2: 523,857 shares; 2025Q3: 537,185 shares; 2025Q4: 534,407 shares; 2026Q1: 521,674 shares; 2026Q2: 532,437 shares 532,437 $14.7M 3.87% +10,763 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: 77,682 shares; 2024Q4: 78,999 shares; 2025Q1: 79,788 shares; 2025Q2: 67,452 shares; 2025Q3: 64,840 shares; 2025Q4: 65,576 shares; 2026Q1: 64,572 shares; 2026Q2: 66,023 shares 66,023 $14.4M 3.77% +1,451 Timeline SCHG 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: 93,601 shares; 2024Q4: 379,581 shares; 2025Q1: 393,678 shares; 2025Q2: 397,164 shares; 2025Q3: 407,224 shares; 2025Q4: 402,174 shares; 2026Q1: 402,761 shares; 2026Q2: 411,525 shares 411,525 $13.9M 3.65% +8,764 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: 50,097 shares; 2024Q4: 48,821 shares; 2025Q1: 48,639 shares; 2025Q2: 52,923 shares; 2025Q3: 54,006 shares; 2025Q4: 54,779 shares; 2026Q1: 56,008 shares; 2026Q2: 54,781 shares 54,781 $13.1M 3.43% -1,227 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: 32,029 shares; 2024Q4: 36,982 shares; 2025Q1: 39,503 shares; 2025Q2: 40,956 shares; 2025Q3: 43,617 shares; 2025Q4: 44,292 shares; 2026Q1: 39,232 shares; 2026Q2: 39,856 shares 39,856 $12.1M 3.17% +624 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: 32,274 shares; 2024Q4: 39,760 shares; 2025Q1: 40,751 shares; 2025Q2: 44,733 shares; 2025Q3: 46,072 shares; 2025Q4: 37,078 shares; 2026Q1: 33,421 shares; 2026Q2: 32,908 shares 32,908 $11.8M 3.09% -513 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: 1,559 shares; 2024Q4: 4,951 shares; 2025Q1: 5,294 shares; 2025Q2: 7,799 shares; 2025Q3: 8,514 shares; 2025Q4: 10,017 shares; 2026Q1: 9,805 shares; 2026Q2: 9,094 shares 9,094 $8.51M 2.23% -711 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: 8,488 shares; 2024Q4: 9,254 shares; 2025Q1: 9,511 shares; 2025Q2: 9,573 shares; 2025Q3: 10,155 shares; 2025Q4: 10,280 shares; 2026Q1: 8,437 shares; 2026Q2: 8,261 shares 8,261 $8.35M 2.19% -176 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: 47,393 shares; 2024Q4: 46,337 shares; 2025Q1: 50,107 shares; 2025Q2: 39,693 shares; 2025Q3: 37,158 shares; 2025Q4: 39,113 shares; 2026Q1: 38,957 shares; 2026Q2: 39,614 shares 39,614 $7.93M 2.08% +657 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: 34,457 shares; 2024Q4: 35,966 shares; 2025Q1: 36,935 shares; 2025Q2: 36,862 shares; 2025Q3: 39,276 shares; 2025Q4: 38,765 shares; 2026Q1: 31,191 shares; 2026Q2: 30,097 shares 30,097 $7.31M 1.92% -1,094 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: 20,815 shares; 2024Q4: 21,459 shares; 2025Q1: 22,096 shares; 2025Q2: 22,474 shares; 2025Q3: 24,088 shares; 2025Q4: 23,665 shares; 2026Q1: 18,569 shares; 2026Q2: 18,618 shares 18,618 $6.81M 1.79% +49 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,067 shares; 2024Q4: 31,564 shares; 2025Q1: 42,257 shares; 2025Q2: 43,657 shares; 2025Q3: 46,715 shares; 2025Q4: 25,346 shares; 2026Q1: 19,880 shares; 2026Q2: 18,943 shares 18,943 $6.34M 1.66% -937 Timeline SCHV 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: 55,459 shares; 2024Q4: 169,609 shares; 2025Q1: 170,213 shares; 2025Q2: 172,541 shares; 2025Q3: 179,050 shares; 2025Q4: 177,656 shares; 2026Q1: 177,645 shares; 2026Q2: 181,501 shares 181,501 $6.32M 1.66% +3,856 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,605 shares; 2024Q4: 61,512 shares; 2025Q1: 68,925 shares; 2025Q2: 70,002 shares; 2025Q3: 78,152 shares; 2025Q4: 77,453 shares; 2026Q1: 76,809 shares; 2026Q2: 80,475 shares 80,475 $6.17M 1.62% +3,666 Timeline BLV 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: 64,756 shares; 2024Q4: 71,673 shares; 2025Q1: 79,892 shares; 2025Q2: 72,573 shares; 2025Q3: 82,458 shares; 2025Q4: 81,000 shares; 2026Q1: 81,122 shares; 2026Q2: 82,969 shares 82,969 $5.72M 1.5% +1,847 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 995 shares; 2025Q3: 1,126 shares; 2025Q4: 6,637 shares; 2026Q1: 12,627 shares; 2026Q2: 10,807 shares 10,807 $5.57M 1.46% -1,820 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: not reported; 2024Q4: 927 shares; 2025Q1: 920 shares; 2025Q2: 1,819 shares; 2025Q3: 1,809 shares; 2025Q4: 8,207 shares; 2026Q1: 16,119 shares; 2026Q2: 16,987 shares 16,987 $5.56M 1.46% +868 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: 17,035 shares; 2024Q4: 10,743 shares; 2025Q1: 9,107 shares; 2025Q2: 12,518 shares; 2025Q3: 12,810 shares; 2025Q4: 14,081 shares; 2026Q1: 14,608 shares; 2026Q2: 14,404 shares 14,404 $5.44M 1.43% -204 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,697 shares; 2024Q4: 1,332 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,343 shares; 2026Q1: 19,237 shares; 2026Q2: 19,553 shares 19,553 $5.31M 1.39% +316 Timeline VUSB 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: 25,077 shares; 2024Q4: 37,541 shares; 2025Q1: 38,833 shares; 2025Q2: 122,922 shares; 2025Q3: 91,064 shares; 2025Q4: 156,338 shares; 2026Q1: 221,038 shares; 2026Q2: 105,776 shares 105,776 $5.27M 1.38% -115,262 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: 116,180 shares; 2024Q4: 14,094 shares; 2025Q1: 11,588 shares; 2025Q2: 15,949 shares; 2025Q3: 8,700 shares; 2025Q4: 7,228 shares; 2026Q1: 70,466 shares; 2026Q2: 72,812 shares 72,812 $5.19M 1.36% +2,346 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: 2,486 shares; 2024Q4: 2,144 shares; 2025Q1: 946 shares; 2025Q2: 11,496 shares; 2025Q3: 11,904 shares; 2025Q4: 12,117 shares; 2026Q1: 12,400 shares; 2026Q2: 12,411 shares 12,411 $5.16M 1.35% +11 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,518 shares; 2024Q4: 18,441 shares; 2025Q1: 17,594 shares; 2025Q2: 17,016 shares; 2025Q3: 18,308 shares; 2025Q4: 18,080 shares; 2026Q1: 17,556 shares; 2026Q2: 18,338 shares 18,338 $5.11M 1.34% +782 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 6,540 shares; 2026Q2: 6,763 shares 6,763 $4.82M 1.27% +223 Timeline VMBS 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: 66,765 shares; 2024Q4: 73,113 shares; 2025Q1: 80,035 shares; 2025Q2: 85,648 shares; 2025Q3: 99,353 shares; 2025Q4: 97,482 shares; 2026Q1: 97,082 shares; 2026Q2: 101,397 shares 101,397 $4.75M 1.25% +4,315 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,130 shares; 2024Q4: 4,130 shares; 2025Q1: 4,130 shares; 2025Q2: 4,130 shares; 2025Q3: 4,130 shares; 2025Q4: 4,130 shares; 2026Q1: 2,924 shares; 2026Q2: 12,484 shares 12,484 $4.63M 1.21% +9,560 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: 29,602 shares; 2024Q4: 30,665 shares; 2025Q1: 31,561 shares; 2025Q2: 34,673 shares; 2025Q3: 40,518 shares; 2025Q4: 40,825 shares; 2026Q1: 40,967 shares; 2026Q2: 40,562 shares 40,562 $4.37M 1.15% -405 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: 6,471 shares; 2024Q4: 6,714 shares; 2025Q1: 5,821 shares; 2025Q2: 5,829 shares; 2025Q3: 5,880 shares; 2025Q4: 5,809 shares; 2026Q1: 5,676 shares; 2026Q2: 5,679 shares 5,679 $4.25M 1.12% +3 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: 35,814 shares; 2024Q4: 41,647 shares; 2025Q1: 49,507 shares; 2025Q2: 52,521 shares; 2025Q3: 53,865 shares; 2025Q4: 52,844 shares; 2026Q1: 51,998 shares; 2026Q2: 57,230 shares 57,230 $4.2M 1.1% +5,232 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: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 1,203 shares; 2025Q2: 1,174 shares; 2025Q3: 1,322 shares; 2025Q4: 1,317 shares; 2026Q1: 7,508 shares; 2026Q2: 6,017 shares 6,017 $3.95M 1.04% -1,491 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: 5,214 shares; 2024Q4: 5,404 shares; 2025Q1: 5,214 shares; 2025Q2: 5,164 shares; 2025Q3: 5,164 shares; 2025Q4: 5,093 shares; 2026Q1: 5,099 shares; 2026Q2: 5,111 shares 5,111 $3.82M 1% +12 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,302 shares; 2024Q4: 15,302 shares; 2025Q1: 15,452 shares; 2025Q2: 15,452 shares; 2025Q3: 15,452 shares; 2025Q4: 15,002 shares; 2026Q1: 15,002 shares; 2026Q2: 15,002 shares 15,002 $3.78M 0.99% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 7,719 shares 7,719 $3.73M 0.98% new 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: 26,559 shares; 2024Q4: 28,755 shares; 2025Q1: 31,524 shares; 2025Q2: 36,709 shares; 2025Q3: 37,883 shares; 2025Q4: 38,207 shares; 2026Q1: 37,777 shares; 2026Q2: 41,220 shares 41,220 $3.21M 0.84% +3,443 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: 7,217 shares 7,217 $3.13M 0.82% new Timeline IEMG ISHARES INC More: the full row for ISHARES 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: 34,845 shares; 2026Q2: 35,994 shares 35,994 $2.98M 0.78% +1,149 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,442 shares; 2024Q4: 51,431 shares; 2025Q1: 55,484 shares; 2025Q2: 59,134 shares; 2025Q3: 69,028 shares; 2025Q4: 68,139 shares; 2026Q1: 68,224 shares; 2026Q2: 71,441 shares 71,441 $2.64M 0.69% +3,217 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,955 shares; 2024Q4: 46,723 shares; 2025Q1: 54,420 shares; 2025Q2: 59,517 shares; 2025Q3: 61,626 shares; 2025Q4: 59,599 shares; 2026Q1: 58,778 shares; 2026Q2: 64,911 shares 64,911 $2.56M 0.67% +6,133 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: 15,548 shares; 2024Q4: 15,548 shares; 2025Q1: 12,570 shares; 2025Q2: 12,561 shares; 2025Q3: 12,561 shares; 2025Q4: 12,561 shares; 2026Q1: 12,551 shares; 2026Q2: 10,309 shares 10,309 $2.44M 0.64% -2,242 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,936 shares; 2024Q4: 64,647 shares; 2025Q1: 66,386 shares; 2025Q2: 69,889 shares; 2025Q3: 91,698 shares; 2025Q4: 91,834 shares; 2026Q1: 92,752 shares; 2026Q2: 92,304 shares 92,304 $2.32M 0.61% -448 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: 551 shares; 2024Q4: 611 shares; 2025Q1: 675 shares; 2025Q2: 1,138 shares; 2025Q3: 1,000 shares; 2025Q4: 6,438 shares; 2026Q1: 6,855 shares; 2026Q2: 4,111 shares 4,111 $2.32M 0.61% -2,744 Timeline PZA 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: 58,177 shares; 2024Q4: 61,722 shares; 2025Q1: 64,541 shares; 2025Q2: 70,233 shares; 2025Q3: 93,496 shares; 2025Q4: 93,767 shares; 2026Q1: 95,690 shares; 2026Q2: 95,441 shares 95,441 $2.24M 0.59% -249 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,709 shares; 2024Q4: 29,012 shares; 2025Q1: 29,930 shares; 2025Q2: 32,142 shares; 2025Q3: 42,606 shares; 2025Q4: 42,833 shares; 2026Q1: 43,683 shares; 2026Q2: 43,593 shares 43,593 $2.2M 0.58% -90 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: 11,500 shares; 2026Q1: 12,370 shares; 2026Q2: 12,196 shares 12,196 $2.15M 0.56% -174 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,141 shares; 2024Q4: 19,466 shares; 2025Q1: 22,081 shares; 2025Q2: 24,366 shares; 2025Q3: 25,136 shares; 2025Q4: 23,662 shares; 2026Q1: 23,219 shares; 2026Q2: 24,983 shares 24,983 $2.06M 0.54% +1,764 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: 16,029 shares; 2024Q4: 16,083 shares; 2025Q1: 16,134 shares; 2025Q2: 16,185 shares; 2025Q3: 16,233 shares; 2025Q4: 16,280 shares; 2026Q1: 16,328 shares; 2026Q2: 16,374 shares 16,374 $1.49M 0.39% +46 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: 991 shares; 2024Q4: 877 shares; 2025Q1: 917 shares; 2025Q2: 2,003 shares; 2025Q3: 2,009 shares; 2025Q4: 1,888 shares; 2026Q1: 1,886 shares; 2026Q2: 1,886 shares 1,886 $1.39M 0.36% 0 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: 2,477 shares; 2024Q4: 2,477 shares; 2025Q1: 2,477 shares; 2025Q2: 3,174 shares; 2025Q3: 3,054 shares; 2025Q4: 2,981 shares; 2026Q1: 2,662 shares; 2026Q2: 2,457 shares 2,457 $1.38M 0.36% -205 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL 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: 3,308 shares; 2026Q2: 3,321 shares 3,321 $1.32M 0.35% +13 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,813 shares; 2024Q4: 7,582 shares; 2025Q1: 8,555 shares; 2025Q2: 13,331 shares; 2025Q3: 13,837 shares; 2025Q4: 13,934 shares; 2026Q1: 13,784 shares; 2026Q2: 15,365 shares 15,365 $1.23M 0.32% +1,581 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: 14,608 shares; 2024Q4: 15,159 shares; 2025Q1: 14,180 shares; 2025Q2: 16,084 shares; 2025Q3: 16,892 shares; 2025Q4: 17,211 shares; 2026Q1: 3,503 shares; 2026Q2: 3,469 shares 3,469 $1.19M 0.31% -34 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,690 shares; 2024Q4: 41,380 shares; 2025Q1: 41,380 shares; 2025Q2: 41,380 shares; 2025Q3: 41,380 shares; 2025Q4: 41,380 shares; 2026Q1: 41,380 shares; 2026Q2: 41,380 shares 41,380 $1.1M 0.29% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,684 shares; 2024Q4: 10,077 shares; 2025Q1: 9,751 shares; 2025Q2: 10,454 shares; 2025Q3: 10,207 shares; 2025Q4: 9,658 shares; 2026Q1: 9,458 shares; 2026Q2: 9,728 shares 9,728 $994K 0.26% +270 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: 21,008 shares; 2025Q1: 1,569 shares; 2025Q2: 1,233 shares; 2025Q3: 1,211 shares; 2025Q4: 6,190 shares; 2026Q1: 6,257 shares; 2026Q2: 6,126 shares 6,126 $898K 0.24% -131 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: 4,947 shares; 2024Q4: 5,112 shares; 2025Q1: 5,559 shares; 2025Q2: 5,100 shares; 2025Q3: 5,449 shares; 2025Q4: 64,430 shares; 2026Q1: 45,179 shares; 2026Q2: 12,500 shares 12,500 $892K 0.23% -32,679 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,650 shares; 2024Q4: 51,650 shares; 2025Q1: 51,650 shares; 2025Q2: 51,650 shares; 2025Q3: 51,650 shares; 2025Q4: 41,400 shares; 2026Q1: 41,400 shares; 2026Q2: 41,400 shares 41,400 $888K 0.23% 0 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: 4,227 shares; 2024Q4: 6,422 shares; 2025Q1: 6,653 shares; 2025Q2: 3,730 shares; 2025Q3: 3,955 shares; 2025Q4: 857 shares; 2026Q1: 659 shares; 2026Q2: 659 shares 659 $790K 0.21% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,564 shares; 2025Q1: 3,564 shares; 2025Q2: 3,889 shares; 2025Q3: 4,155 shares; 2025Q4: 4,125 shares; 2026Q1: 4,037 shares; 2026Q2: 3,931 shares 3,931 $668K 0.18% -106 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,039 shares; 2024Q4: 12,823 shares; 2025Q1: 13,068 shares; 2025Q2: 3,516 shares; 2025Q3: 3,406 shares; 2025Q4: 2,781 shares; 2026Q1: 2,696 shares; 2026Q2: 2,696 shares 2,696 $664K 0.17% 0 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: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,291 shares; 2025Q3: 1,273 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares; 2026Q2: 1,245 shares 1,245 $623K 0.16% 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: 10,431 shares; 2024Q4: 10,431 shares; 2025Q1: 7,491 shares; 2025Q2: 23,139 shares; 2025Q3: 22,909 shares; 2025Q4: 14,382 shares; 2026Q1: 20,776 shares; 2026Q2: 5,223 shares 5,223 $609K 0.16% -15,553 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,151 shares; 2024Q4: 2,864 shares; 2025Q1: 40,053 shares; 2025Q2: 43,272 shares; 2025Q3: 47,124 shares; 2025Q4: 47,973 shares; 2026Q1: 6,707 shares; 2026Q2: 6,297 shares 6,297 $607K 0.16% -410 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,780 shares; 2024Q4: 15,935 shares; 2025Q1: 19,973 shares; 2025Q2: 20,064 shares; 2025Q3: 23,158 shares; 2025Q4: 6,177 shares; 2026Q1: 5,047 shares; 2026Q2: 4,996 shares 4,996 $600K 0.16% -51 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: 499 shares 499 $576K 0.15% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 539 shares; 2025Q1: not reported; 2025Q2: 501 shares; 2025Q3: 534 shares; 2025Q4: 388 shares; 2026Q1: 296 shares; 2026Q2: 272 shares 272 $539K 0.14% -24 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,362 shares; 2024Q4: 2,362 shares; 2025Q1: 2,362 shares; 2025Q2: 2,287 shares; 2025Q3: 2,287 shares; 2025Q4: 2,287 shares; 2026Q1: 2,287 shares; 2026Q2: 2,243 shares 2,243 $534K 0.14% -44 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: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,439 shares; 2025Q2: 1,446 shares; 2025Q3: 1,410 shares; 2025Q4: 1,499 shares; 2026Q1: 1,499 shares; 2026Q2: 1,410 shares 1,410 $522K 0.14% -89 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: 1,558 shares; 2025Q3: 1,476 shares; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares; 2026Q2: 1,457 shares 1,457 $515K 0.14% +50 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 1,371 shares; 2025Q1: 1,371 shares; 2025Q2: 4,761 shares; 2025Q3: 6,785 shares; 2025Q4: 5,721 shares; 2026Q1: 5,556 shares; 2026Q2: 5,527 shares 5,527 $481K 0.13% -29 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 834 shares; 2026Q1: 834 shares; 2026Q2: 859 shares 859 $449K 0.12% +25 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: 6,639 shares; 2024Q4: 6,930 shares; 2025Q1: 7,613 shares; 2025Q2: 7,545 shares; 2025Q3: 7,537 shares; 2025Q4: 2,104 shares; 2026Q1: 2,146 shares; 2026Q2: 2,060 shares 2,060 $446K 0.12% -86 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,766 shares; 2024Q4: 18,434 shares; 2025Q1: 8,714 shares; 2025Q2: 3,495 shares; 2025Q3: 2,922 shares; 2025Q4: 1,029 shares; 2026Q1: 992 shares; 2026Q2: 992 shares 992 $423K 0.11% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,805 shares; 2024Q4: 6,805 shares; 2025Q1: 6,805 shares; 2025Q2: 8,430 shares; 2025Q3: 7,670 shares; 2025Q4: 7,670 shares; 2026Q1: 7,670 shares; 2026Q2: 7,670 shares 7,670 $422K 0.11% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,134 shares; 2025Q3: 1,182 shares; 2025Q4: 1,349 shares; 2026Q1: 1,032 shares; 2026Q2: 1,313 shares 1,313 $417K 0.11% +281 Timeline MGK 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: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 946 shares; 2026Q1: 946 shares; 2026Q2: 4,730 shares 4,730 $416K 0.11% +3,784 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,575 shares; 2025Q1: 2,570 shares; 2025Q2: 1,579 shares; 2025Q3: 1,553 shares; 2025Q4: 1,025 shares; 2026Q1: 983 shares; 2026Q2: 1,034 shares 1,034 $377K 0.1% +51 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,558 shares; 2025Q3: 1,835 shares; 2025Q4: not reported; 2026Q1: 1,997 shares; 2026Q2: 1,382 shares 1,382 $360K 0.09% -615 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,221 shares; 2024Q4: 8,250 shares; 2025Q1: 7,223 shares; 2025Q2: 6,822 shares; 2025Q3: 7,794 shares; 2025Q4: 2,272 shares; 2026Q1: 1,666 shares; 2026Q2: 1,560 shares 1,560 $358K 0.09% -106 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,630 shares; 2025Q3: 10,679 shares; 2025Q4: 2,125 shares; 2026Q1: 1,374 shares; 2026Q2: 1,254 shares 1,254 $352K 0.09% -120 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: 11,650 shares; 2025Q3: 11,650 shares; 2025Q4: 10,741 shares; 2026Q1: 10,741 shares; 2026Q2: 10,741 shares 10,741 $341K 0.09% 0 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: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,401 shares; 2026Q1: 1,401 shares; 2026Q2: 1,401 shares 1,401 $340K 0.09% 0 Timeline XLY 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: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 2,858 shares; 2026Q1: 2,858 shares; 2026Q2: 2,858 shares 2,858 $335K 0.09% 0 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: 1,314 shares; 2025Q3: 1,296 shares; 2025Q4: 1,268 shares; 2026Q1: 1,268 shares; 2026Q2: 1,271 shares 1,271 $320K 0.08% +3 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,162 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,079 shares; 2026Q2: 1,177 shares 1,177 $316K 0.08% +98 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,482 shares; 2024Q4: 3,482 shares; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,482 shares; 2025Q4: 3,482 shares; 2026Q1: 3,482 shares; 2026Q2: 3,482 shares 3,482 $313K 0.08% 0 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $300K 0.08% new 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: 924 shares; 2024Q4: 924 shares; 2025Q1: 425 shares; 2025Q2: 613 shares; 2025Q3: 434 shares; 2025Q4: 466 shares; 2026Q1: 468 shares; 2026Q2: 426 shares 426 $292K 0.08% -42 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252 shares; 2025Q4: 255 shares; 2026Q1: not reported; 2026Q2: 253 shares 253 $287K 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: 3,028 shares; 2024Q4: 2,898 shares; 2025Q1: 2,371 shares; 2025Q2: 2,300 shares; 2025Q3: 2,445 shares; 2025Q4: 2,445 shares; 2026Q1: 2,445 shares; 2026Q2: 2,460 shares 2,460 $281K 0.07% +15 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $274K 0.07% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & 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: 2,131 shares; 2026Q1: 2,131 shares; 2026Q2: 2,131 shares 2,131 $274K 0.07% 0 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: 2,029 shares; 2025Q2: 1,975 shares; 2025Q3: 1,978 shares; 2025Q4: 1,777 shares; 2026Q1: 1,694 shares; 2026Q2: 1,281 shares 1,281 $268K 0.07% -413 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: 3,215 shares; 2024Q4: 3,181 shares; 2025Q1: 3,263 shares; 2025Q2: 2,847 shares; 2025Q3: 2,791 shares; 2025Q4: 3,056 shares; 2026Q1: 2,724 shares; 2026Q2: 2,679 shares 2,679 $266K 0.07% -45 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $257K 0.07% 0 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: 1,077 shares; 2024Q4: 703 shares; 2025Q1: 815 shares; 2025Q2: 1,142 shares; 2025Q3: 1,127 shares; 2025Q4: 718 shares; 2026Q1: 719 shares; 2026Q2: 719 shares 719 $254K 0.07% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 851 shares; 2025Q3: 846 shares; 2025Q4: 783 shares; 2026Q1: 785 shares; 2026Q2: 787 shares 787 $248K 0.07% +2 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 553 shares 553 $239K 0.06% new 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: 410 shares 410 $238K 0.06% new 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: not reported; 2024Q4: 518 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 549 shares; 2026Q1: 553 shares; 2026Q2: 553 shares 553 $233K 0.06% 0 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: 831 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: not reported; 2026Q2: 803 shares 803 $226K 0.06% 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: 293 shares 293 $212K 0.06% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,326 shares 1,326 $210K 0.05% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS 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: 269 shares 269 $205K 0.05% new Timeline