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: 26,666 shares; 2025Q1: 27,866 shares; 2025Q2: 28,440 shares; 2025Q3: 28,829 shares; 2025Q4: 28,713 shares; 2026Q1: 26,946 shares; 2026Q2: 14,647 shares 14,647 $10.6M 3.89% -12,299 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: 22,193 shares; 2024Q4: 22,818 shares; 2025Q1: 22,757 shares; 2025Q2: 22,979 shares; 2025Q3: 23,054 shares; 2025Q4: 23,125 shares; 2026Q1: 22,624 shares; 2026Q2: 20,537 shares 20,537 $9.81M 3.6% -2,087 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: 43,419 shares; 2024Q4: 41,996 shares; 2025Q1: 41,770 shares; 2025Q2: 42,169 shares; 2025Q3: 41,126 shares; 2025Q4: 40,366 shares; 2026Q1: 39,909 shares; 2026Q2: 33,794 shares 33,794 $9.78M 3.59% -6,115 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: 53,996 shares; 2024Q4: 51,499 shares; 2025Q1: 33,252 shares; 2025Q2: 32,538 shares; 2025Q3: 31,452 shares; 2025Q4: 30,704 shares; 2026Q1: 30,497 shares; 2026Q2: 21,025 shares 21,025 $7.94M 2.91% -9,472 Timeline CROX CROCS INC More: the full row for CROCS 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: 65,207 shares; 2026Q2: 64,979 shares 64,979 $7.84M 2.88% -228 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: not reported; 2024Q4: not reported; 2025Q1: 6,842 shares; 2025Q2: 7,093 shares; 2025Q3: 7,173 shares; 2025Q4: 7,211 shares; 2026Q1: 7,207 shares; 2026Q2: 6,785 shares 6,785 $7.69M 2.82% -422 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: 6,953 shares; 2024Q4: 7,184 shares; 2025Q1: 7,306 shares; 2025Q2: 7,394 shares; 2025Q3: 7,469 shares; 2025Q4: 7,427 shares; 2026Q1: 4,312 shares; 2026Q2: 3,712 shares 3,712 $7.38M 2.71% -600 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,310 shares; 2024Q4: 56,472 shares; 2025Q1: 60,285 shares; 2025Q2: 61,207 shares; 2025Q3: 59,814 shares; 2025Q4: 59,991 shares; 2026Q1: 60,004 shares; 2026Q2: 56,266 shares 56,266 $7.26M 2.67% -3,738 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: 47,284 shares; 2024Q4: 46,951 shares; 2025Q1: 47,431 shares; 2025Q2: 46,947 shares; 2025Q3: 43,367 shares; 2025Q4: 40,209 shares; 2026Q1: 38,757 shares; 2026Q2: 18,679 shares 18,679 $6.68M 2.45% -20,078 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: 20,505 shares; 2024Q4: 20,420 shares; 2025Q1: 20,631 shares; 2025Q2: 20,171 shares; 2025Q3: 19,945 shares; 2025Q4: 19,830 shares; 2026Q1: 19,782 shares; 2026Q2: 17,220 shares 17,220 $6.42M 2.36% -2,562 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,847 shares; 2024Q4: 31,707 shares; 2025Q1: 31,844 shares; 2025Q2: 31,671 shares; 2025Q3: 31,837 shares; 2025Q4: 32,026 shares; 2026Q1: 31,769 shares; 2026Q2: 28,816 shares 28,816 $6.42M 2.36% -2,953 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,242 shares; 2024Q4: 11,377 shares; 2025Q1: 11,980 shares; 2025Q2: 12,586 shares; 2025Q3: 13,113 shares; 2025Q4: 11,992 shares; 2026Q1: 14,261 shares; 2026Q2: 22,685 shares 22,685 $6.25M 2.29% +8,424 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 71,157 shares; 2025Q4: 77,796 shares; 2026Q1: 80,285 shares; 2026Q2: 78,953 shares 78,953 $6.22M 2.28% -1,332 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: 22,011 shares; 2024Q4: 22,051 shares; 2025Q1: 22,157 shares; 2025Q2: 21,426 shares; 2025Q3: 20,617 shares; 2025Q4: 20,225 shares; 2026Q1: 20,156 shares; 2026Q2: 17,969 shares 17,969 $6.16M 2.26% -2,187 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,582 shares; 2024Q4: 77,203 shares; 2025Q1: 77,503 shares; 2025Q2: 77,618 shares; 2025Q3: 77,862 shares; 2025Q4: 78,720 shares; 2026Q1: 78,590 shares; 2026Q2: 70,548 shares 70,548 $5.97M 2.19% -8,042 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,054 shares; 2025Q2: 25,148 shares; 2025Q3: 25,082 shares; 2025Q4: 25,399 shares; 2026Q1: 25,821 shares; 2026Q2: 24,505 shares 24,505 $5.95M 2.18% -1,316 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: 3,913 shares; 2024Q4: 3,288 shares; 2025Q1: 3,420 shares; 2025Q2: 3,551 shares; 2025Q3: 3,166 shares; 2025Q4: 30,281 shares; 2026Q1: 30,424 shares; 2026Q2: 29,234 shares 29,234 $5.85M 2.15% -1,190 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,152 shares; 2024Q4: 64,927 shares; 2025Q1: 65,689 shares; 2025Q2: 64,869 shares; 2025Q3: 65,056 shares; 2025Q4: 65,744 shares; 2026Q1: 65,377 shares; 2026Q2: 59,747 shares 59,747 $5.8M 2.13% -5,630 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,530 shares; 2024Q4: 20,902 shares; 2025Q1: 21,213 shares; 2025Q2: 21,449 shares; 2025Q3: 21,803 shares; 2025Q4: 22,553 shares; 2026Q1: 23,420 shares; 2026Q2: 33,844 shares 33,844 $5.68M 2.08% +10,424 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,104 shares; 2024Q4: 78,776 shares; 2025Q1: 80,684 shares; 2025Q2: 81,397 shares; 2025Q3: 83,478 shares; 2025Q4: 84,130 shares; 2026Q1: 83,424 shares; 2026Q2: 76,213 shares 76,213 $5.65M 2.07% -7,211 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: 21,316 shares; 2024Q4: 20,835 shares; 2025Q1: 20,797 shares; 2025Q2: 20,802 shares; 2025Q3: 19,705 shares; 2025Q4: 19,007 shares; 2026Q1: 18,337 shares; 2026Q2: 7,687 shares 7,687 $5.48M 2.01% -10,650 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,095 shares; 2025Q2: 47,825 shares; 2025Q3: 41,665 shares; 2025Q4: 42,693 shares; 2026Q1: 42,875 shares; 2026Q2: 39,686 shares 39,686 $5.43M 1.99% -3,189 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 81,394 shares 81,394 $5.4M 1.98% new 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: 29,600 shares; 2024Q4: 30,106 shares; 2025Q1: 30,591 shares; 2025Q2: 30,819 shares; 2025Q3: 31,214 shares; 2025Q4: 31,469 shares; 2026Q1: 31,649 shares; 2026Q2: 28,666 shares 28,666 $5.3M 1.94% -2,983 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 56,764 shares 56,764 $5.21M 1.91% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 46,298 shares; 2026Q1: 47,221 shares; 2026Q2: 45,527 shares 45,527 $5.09M 1.87% -1,694 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: 8,508 shares; 2024Q4: 8,983 shares; 2025Q1: 9,141 shares; 2025Q2: 9,448 shares; 2025Q3: 9,248 shares; 2025Q4: 9,471 shares; 2026Q1: 9,606 shares; 2026Q2: 8,800 shares 8,800 $4.96M 1.82% -806 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,963 shares; 2024Q4: 29,048 shares; 2025Q1: 29,969 shares; 2025Q2: 30,499 shares; 2025Q3: 33,434 shares; 2025Q4: 35,740 shares; 2026Q1: 35,652 shares; 2026Q2: 32,674 shares 32,674 $4.79M 1.76% -2,978 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,126 shares; 2024Q4: 11,195 shares; 2025Q1: 11,558 shares; 2025Q2: 11,575 shares; 2025Q3: 11,346 shares; 2025Q4: 11,764 shares; 2026Q1: 11,799 shares; 2026Q2: 10,334 shares 10,334 $4.61M 1.69% -1,465 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,987 shares; 2024Q4: 37,752 shares; 2025Q1: 38,013 shares; 2025Q2: 38,128 shares; 2025Q3: 37,499 shares; 2025Q4: 37,255 shares; 2026Q1: 36,890 shares; 2026Q2: 32,616 shares 32,616 $4.42M 1.62% -4,274 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: 4,498 shares; 2024Q4: 5,135 shares; 2025Q1: 5,129 shares; 2025Q2: 5,119 shares; 2025Q3: 5,283 shares; 2025Q4: 5,283 shares; 2026Q1: 5,272 shares; 2026Q2: 36,856 shares 36,856 $4.41M 1.62% +31,584 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,142 shares; 2025Q2: 58,856 shares; 2025Q3: 59,751 shares; 2025Q4: 58,821 shares; 2026Q1: 60,259 shares; 2026Q2: 59,264 shares 59,264 $4.4M 1.62% -995 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: 7,969 shares; 2025Q3: 7,876 shares; 2025Q4: 7,899 shares; 2026Q1: 7,924 shares; 2026Q2: 4,295 shares 4,295 $4.34M 1.59% -3,629 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: 12,896 shares; 2024Q4: 13,484 shares; 2025Q1: 14,285 shares; 2025Q2: 14,665 shares; 2025Q3: 15,190 shares; 2025Q4: 15,664 shares; 2026Q1: 15,747 shares; 2026Q2: 15,376 shares 15,376 $4.32M 1.59% -371 Timeline FOX FOX CORP More: the full row for FOX 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: 91,097 shares; 2026Q1: 92,032 shares; 2026Q2: 90,507 shares 90,507 $4.24M 1.56% -1,525 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,495 shares; 2024Q4: 50,540 shares; 2025Q1: 52,671 shares; 2025Q2: 53,354 shares; 2025Q3: 54,330 shares; 2025Q4: 54,527 shares; 2026Q1: 54,528 shares; 2026Q2: 53,380 shares 53,380 $4.18M 1.53% -1,148 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: 16,172 shares; 2024Q4: 16,457 shares; 2025Q1: 16,730 shares; 2025Q2: 16,890 shares; 2025Q3: 17,459 shares; 2025Q4: 17,673 shares; 2026Q1: 26,601 shares; 2026Q2: 25,330 shares 25,330 $3.97M 1.46% -1,271 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,182 shares; 2025Q4: 53,161 shares; 2026Q1: not reported; 2026Q2: 61,493 shares 61,493 $3.77M 1.39% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,727 shares; 2024Q4: 21,331 shares; 2025Q1: 21,952 shares; 2025Q2: 23,115 shares; 2025Q3: 23,694 shares; 2025Q4: 20,422 shares; 2026Q1: 23,713 shares; 2026Q2: 24,381 shares 24,381 $3.69M 1.35% +668 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,639 shares; 2025Q3: 27,950 shares; 2025Q4: 32,502 shares; 2026Q1: 33,419 shares; 2026Q2: 34,416 shares 34,416 $3.26M 1.2% +997 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: 6,179 shares; 2024Q4: 6,638 shares; 2025Q1: 7,326 shares; 2025Q2: 8,277 shares; 2025Q3: 9,994 shares; 2025Q4: 9,045 shares; 2026Q1: 25,341 shares; 2026Q2: 25,171 shares 25,171 $3.13M 1.15% -170 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,906 shares; 2024Q4: 10,988 shares; 2025Q1: 11,337 shares; 2025Q2: 11,547 shares; 2025Q3: 11,973 shares; 2025Q4: 12,152 shares; 2026Q1: 12,832 shares; 2026Q2: 14,910 shares 14,910 $3.06M 1.12% +2,078 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,456 shares; 2024Q4: 67,403 shares; 2025Q1: 66,820 shares; 2025Q2: 63,308 shares; 2025Q3: 62,171 shares; 2025Q4: 62,369 shares; 2026Q1: 63,737 shares; 2026Q2: 71,213 shares 71,213 $3.04M 1.12% +7,476 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 17,611 shares 17,611 $2.68M 0.98% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,182 shares; 2024Q4: 20,028 shares; 2025Q1: 20,544 shares; 2025Q2: 21,635 shares; 2025Q3: 21,801 shares; 2025Q4: 21,874 shares; 2026Q1: 21,696 shares; 2026Q2: 19,717 shares 19,717 $2.56M 0.94% -1,979 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,724 shares; 2026Q2: 25,221 shares 25,221 $2.19M 0.8% +497 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: 15,201 shares; 2024Q4: 19,530 shares; 2025Q1: 22,142 shares; 2025Q2: 21,991 shares; 2025Q3: 23,849 shares; 2025Q4: 24,932 shares; 2026Q1: 25,074 shares; 2026Q2: 24,910 shares 24,910 $1.83M 0.67% -164 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: 14,723 shares; 2024Q4: 16,717 shares; 2025Q1: 16,459 shares; 2025Q2: 16,091 shares; 2025Q3: 17,699 shares; 2025Q4: 18,059 shares; 2026Q1: 18,130 shares; 2026Q2: 17,825 shares 17,825 $1.76M 0.65% -305 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,034 shares; 2025Q1: 61,459 shares; 2025Q2: 63,077 shares; 2025Q3: 62,617 shares; 2025Q4: 63,647 shares; 2026Q1: 64,746 shares; 2026Q2: 59,307 shares 59,307 $1.57M 0.58% -5,439 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.55% 0 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: 10,763 shares; 2024Q4: 11,299 shares; 2025Q1: 11,447 shares; 2025Q2: 11,969 shares; 2025Q3: 12,410 shares; 2025Q4: 12,475 shares; 2026Q1: 12,334 shares; 2026Q2: 11,341 shares 11,341 $1.49M 0.55% -993 Timeline VIS 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: 3,295 shares; 2024Q4: 3,511 shares; 2025Q1: 3,486 shares; 2025Q2: 3,567 shares; 2025Q3: 3,683 shares; 2025Q4: 3,710 shares; 2026Q1: 3,620 shares; 2026Q2: 3,422 shares 3,422 $1.23M 0.45% -198 Timeline VHT 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: 3,684 shares; 2024Q4: 4,186 shares; 2025Q1: 4,008 shares; 2025Q2: 4,155 shares; 2025Q3: 4,151 shares; 2025Q4: 3,841 shares; 2026Q1: 3,857 shares; 2026Q2: 3,844 shares 3,844 $1.15M 0.42% -13 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: 3,271 shares; 2024Q4: 3,271 shares; 2025Q1: 2,579 shares; 2025Q2: 2,603 shares; 2025Q3: 2,703 shares; 2025Q4: 2,603 shares; 2026Q1: 2,606 shares; 2026Q2: 2,611 shares 2,611 $1.1M 0.4% +5 Timeline VOX 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: 5,238 shares; 2024Q4: 5,788 shares; 2025Q1: 5,706 shares; 2025Q2: 5,667 shares; 2025Q3: 5,841 shares; 2025Q4: 5,881 shares; 2026Q1: 6,012 shares; 2026Q2: 5,619 shares 5,619 $1.03M 0.38% -393 Timeline VCR 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: 2,767 shares; 2024Q4: 3,061 shares; 2025Q1: 2,749 shares; 2025Q2: 2,964 shares; 2025Q3: 3,051 shares; 2025Q4: 3,116 shares; 2026Q1: 2,808 shares; 2026Q2: 2,584 shares 2,584 $1.02M 0.38% -224 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: 9,653 shares; 2024Q4: 10,396 shares; 2025Q1: 9,693 shares; 2025Q2: 9,005 shares; 2025Q3: 7,841 shares; 2025Q4: 7,835 shares; 2026Q1: 7,416 shares; 2026Q2: 5,815 shares 5,815 $964K 0.35% -1,601 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: 4,984 shares; 2024Q4: 4,208 shares; 2025Q1: 3,966 shares; 2025Q2: 3,302 shares; 2025Q3: 2,501 shares; 2025Q4: 2,434 shares; 2026Q1: 2,461 shares; 2026Q2: 1,902 shares 1,902 $791K 0.29% -559 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: 5,575 shares; 2024Q4: 21,415 shares; 2025Q1: 21,498 shares; 2025Q2: 22,105 shares; 2025Q3: 22,893 shares; 2025Q4: 23,587 shares; 2026Q1: 23,912 shares; 2026Q2: 19,244 shares 19,244 $651K 0.24% -4,668 Timeline VDC 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: 2,044 shares; 2024Q4: 2,326 shares; 2025Q1: 2,286 shares; 2025Q2: 2,225 shares; 2025Q3: 2,349 shares; 2025Q4: 2,451 shares; 2026Q1: 2,465 shares; 2026Q2: 2,303 shares 2,303 $519K 0.19% -162 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,106 shares; 2024Q4: 7,526 shares; 2025Q1: 7,094 shares; 2025Q2: 6,821 shares; 2025Q3: 6,485 shares; 2025Q4: 6,174 shares; 2026Q1: 6,042 shares; 2026Q2: 5,569 shares 5,569 $501K 0.18% -473 Timeline SCHZ 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: 8,905 shares; 2024Q4: 16,750 shares; 2025Q1: 17,152 shares; 2025Q2: 17,643 shares; 2025Q3: 19,041 shares; 2025Q4: 21,395 shares; 2026Q1: 21,562 shares; 2026Q2: 21,086 shares 21,086 $488K 0.18% -476 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: not reported; 2024Q4: 1,166 shares; 2025Q1: 619 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 5,507 shares; 2026Q1: 571 shares; 2026Q2: 561 shares 561 $419K 0.15% -10 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: 708 shares; 2025Q1: 716 shares; 2025Q2: 720 shares; 2025Q3: 758 shares; 2025Q4: 766 shares; 2026Q1: 781 shares; 2026Q2: 566 shares 566 $417K 0.15% -215 Timeline VDE 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: 2,564 shares; 2024Q4: 2,783 shares; 2025Q1: 2,616 shares; 2025Q2: 2,961 shares; 2025Q3: 2,600 shares; 2025Q4: 2,728 shares; 2026Q1: 2,641 shares; 2026Q2: 2,745 shares 2,745 $412K 0.15% +104 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: 4,571 shares; 2024Q4: 13,067 shares; 2025Q1: 13,176 shares; 2025Q2: 13,528 shares; 2025Q3: 13,491 shares; 2025Q4: 13,871 shares; 2026Q1: 12,134 shares; 2026Q2: 10,730 shares 10,730 $396K 0.15% -1,404 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: 5,870 shares; 2024Q4: 11,169 shares; 2025Q1: 11,324 shares; 2025Q2: 11,966 shares; 2025Q3: 12,245 shares; 2025Q4: 12,659 shares; 2026Q1: 12,494 shares; 2026Q2: 10,669 shares 10,669 $385K 0.14% -1,825 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: 6,512 shares; 2024Q4: 5,427 shares; 2025Q1: 5,376 shares; 2025Q2: 5,377 shares; 2025Q3: 5,360 shares; 2025Q4: 5,256 shares; 2026Q1: 5,244 shares; 2026Q2: 1,475 shares 1,475 $352K 0.13% -3,769 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: 998 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 984 shares; 2026Q1: 984 shares; 2026Q2: 984 shares 984 $308K 0.11% 0 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: 5,799 shares; 2024Q4: 11,195 shares; 2025Q1: 11,685 shares; 2025Q2: 11,574 shares; 2025Q3: 11,888 shares; 2025Q4: 12,339 shares; 2026Q1: 12,168 shares; 2026Q2: 10,929 shares 10,929 $303K 0.11% -1,239 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,202 shares; 2024Q4: 4,708 shares; 2025Q1: 4,822 shares; 2025Q2: 5,180 shares; 2025Q3: 5,670 shares; 2025Q4: 5,916 shares; 2026Q1: 5,950 shares; 2026Q2: 5,936 shares 5,936 $300K 0.11% -14 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: not reported; 2025Q1: 1,307 shares; 2025Q2: not reported; 2025Q3: 1,147 shares; 2025Q4: 1,140 shares; 2026Q1: 1,128 shares; 2026Q2: 1,128 shares 1,128 $286K 0.11% 0 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: 3,331 shares; 2024Q4: 9,240 shares; 2025Q1: 9,237 shares; 2025Q2: 9,271 shares; 2025Q3: 9,515 shares; 2025Q4: 9,831 shares; 2026Q1: 9,765 shares; 2026Q2: 8,140 shares 8,140 $283K 0.1% -1,625 Timeline VPU 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: 1,254 shares; 2024Q4: 1,418 shares; 2025Q1: 1,379 shares; 2025Q2: 1,443 shares; 2025Q3: 1,369 shares; 2025Q4: 1,400 shares; 2026Q1: 1,445 shares; 2026Q2: 1,394 shares 1,394 $273K 0.1% -51 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: 600 shares 600 $259K 0.09% new 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: 1,115 shares; 2024Q4: 1,248 shares; 2025Q1: 1,084 shares; 2025Q2: 1,098 shares; 2025Q3: 1,143 shares; 2025Q4: 1,187 shares; 2026Q1: 1,174 shares; 2026Q2: 1,128 shares 1,128 $258K 0.09% -46 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: 1,515 shares; 2025Q1: 1,173 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,133 shares; 2026Q1: 1,093 shares; 2026Q2: 728 shares 728 $248K 0.09% -365 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: 2,460 shares; 2024Q4: 2,791 shares; 2025Q1: 2,745 shares; 2025Q2: 2,872 shares; 2025Q3: 2,427 shares; 2025Q4: 2,790 shares; 2026Q1: 2,782 shares; 2026Q2: 2,544 shares 2,544 $245K 0.09% -238 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: 656 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 483 shares 483 $242K 0.09% -12 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY 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: 4,260 shares 4,260 $229K 0.08% new Timeline