IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,957 shares; 2024Q4: 33,919 shares; 2025Q1: 34,245 shares; 2025Q2: 31,855 shares; 2025Q3: 30,206 shares; 2025Q4: 30,920 shares; 2026Q1: 36,906 shares; 2026Q2: 147,096 shares 147,096 $18.3M 7.81% +110,190 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,146 shares; 2024Q4: 57,768 shares; 2025Q1: 64,613 shares; 2025Q2: 63,614 shares; 2025Q3: 62,684 shares; 2025Q4: 66,857 shares; 2026Q1: 73,131 shares; 2026Q2: 70,539 shares 70,539 $17.1M 7.31% -2,592 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: 41,047 shares; 2024Q4: 46,226 shares; 2025Q1: 61,098 shares; 2025Q2: 65,490 shares; 2025Q3: 66,679 shares; 2025Q4: 74,140 shares; 2026Q1: 88,546 shares; 2026Q2: 94,584 shares 94,584 $14.9M 6.39% +6,038 Timeline VYMI 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: 68,988 shares; 2025Q3: 92,726 shares; 2025Q4: 106,549 shares; 2026Q1: 133,241 shares; 2026Q2: 147,657 shares 147,657 $14.5M 6.2% +14,416 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,140 shares; 2024Q4: 100,974 shares; 2025Q1: 106,590 shares; 2025Q2: 98,183 shares; 2025Q3: 87,575 shares; 2025Q4: 89,854 shares; 2026Q1: 106,076 shares; 2026Q2: 114,958 shares 114,958 $12.7M 5.42% +8,882 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: 6,914 shares; 2024Q4: 8,075 shares; 2025Q1: 9,831 shares; 2025Q2: 9,761 shares; 2025Q3: 10,074 shares; 2025Q4: 12,404 shares; 2026Q1: 15,959 shares; 2026Q2: 155,999 shares 155,999 $12.6M 5.38% +140,040 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: 13,713 shares; 2024Q4: 16,293 shares; 2025Q1: 16,240 shares; 2025Q2: 15,647 shares; 2025Q3: 15,846 shares; 2025Q4: 16,930 shares; 2026Q1: 17,479 shares; 2026Q2: 17,468 shares 17,468 $12M 5.13% -11 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: 8,540 shares; 2024Q4: 10,241 shares; 2025Q1: 10,389 shares; 2025Q2: 10,164 shares; 2025Q3: 10,374 shares; 2025Q4: 13,639 shares; 2026Q1: 15,554 shares; 2026Q2: 129,076 shares 129,076 $11.1M 4.75% +113,522 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,347 shares; 2024Q4: 433,392 shares; 2025Q1: 430,557 shares; 2025Q2: 427,722 shares; 2025Q3: 424,437 shares; 2025Q4: 421,561 shares; 2026Q1: 418,161 shares; 2026Q2: 415,411 shares 415,411 $11M 4.71% -2,750 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: 14,458 shares; 2024Q4: 14,082 shares; 2025Q1: 14,350 shares; 2025Q2: 13,492 shares; 2025Q3: 13,354 shares; 2025Q4: 13,185 shares; 2026Q1: 13,302 shares; 2026Q2: 12,811 shares 12,811 $9.59M 4.1% -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: 11,922 shares; 2024Q4: 11,922 shares; 2025Q1: 11,922 shares; 2025Q2: 11,246 shares; 2025Q3: 12,676 shares; 2025Q4: 12,676 shares; 2026Q1: 12,676 shares; 2026Q2: 12,676 shares 12,676 $9.47M 4.05% 0 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: 13,206 shares; 2024Q4: 15,603 shares; 2025Q1: 24,073 shares; 2025Q2: 23,198 shares; 2025Q3: 22,646 shares; 2025Q4: 22,844 shares; 2026Q1: 23,672 shares; 2026Q2: 24,582 shares 24,582 $7.45M 3.19% +910 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: 64,311 shares; 2024Q4: 58,972 shares; 2025Q1: 76,423 shares; 2025Q2: 74,723 shares; 2025Q3: 72,965 shares; 2025Q4: 83,170 shares; 2026Q1: 86,009 shares; 2026Q2: 92,168 shares 92,168 $6.57M 2.81% +6,159 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: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,050 shares; 2025Q3: 3,403 shares; 2025Q4: 6,051 shares; 2026Q1: 6,051 shares; 2026Q2: 8,078 shares 8,078 $5.95M 2.54% +2,027 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: 15,051 shares; 2024Q4: 14,927 shares; 2025Q1: 14,856 shares; 2025Q2: 14,617 shares; 2025Q3: 17,119 shares; 2025Q4: 16,948 shares; 2026Q1: 17,109 shares; 2026Q2: 16,400 shares 16,400 $4.75M 2.03% -709 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: 14,132 shares; 2024Q4: 13,479 shares; 2025Q1: 13,032 shares; 2025Q2: 13,783 shares; 2025Q3: 14,459 shares; 2025Q4: 15,275 shares; 2026Q1: 15,650 shares; 2026Q2: 21,664 shares 21,664 $4.72M 2.02% +6,014 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,091 shares; 2024Q4: 93,091 shares; 2025Q1: 93,091 shares; 2025Q2: 93,091 shares; 2025Q3: 93,091 shares; 2025Q4: 93,091 shares; 2026Q1: 93,091 shares; 2026Q2: 93,091 shares 93,091 $4.18M 1.79% 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: 8,764 shares; 2024Q4: 8,382 shares; 2025Q1: 8,319 shares; 2025Q2: 8,174 shares; 2025Q3: 9,218 shares; 2025Q4: 9,248 shares; 2026Q1: 9,183 shares; 2026Q2: 8,703 shares 8,703 $3.25M 1.39% -480 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: 8,396 shares; 2024Q4: 13,666 shares; 2025Q1: 19,880 shares; 2025Q2: 19,632 shares; 2025Q3: 27,674 shares; 2025Q4: 32,273 shares; 2026Q1: 39,911 shares; 2026Q2: 36,958 shares 36,958 $3.1M 1.32% -2,953 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: 15,245 shares; 2024Q4: 14,562 shares; 2025Q1: 15,493 shares; 2025Q2: 14,350 shares; 2025Q3: 12,247 shares; 2025Q4: 11,712 shares; 2026Q1: 11,087 shares; 2026Q2: 9,898 shares 9,898 $2.97M 1.27% -1,189 Timeline ACWI 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: 15,980 shares; 2026Q1: 17,881 shares; 2026Q2: 17,531 shares 17,531 $2.75M 1.18% -350 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: 5,367 shares; 2024Q4: 5,303 shares; 2025Q1: 5,400 shares; 2025Q2: 5,375 shares; 2025Q3: 6,722 shares; 2025Q4: 7,501 shares; 2026Q1: 6,600 shares; 2026Q2: 6,244 shares 6,244 $2.04M 0.87% -356 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: 6,174 shares; 2024Q4: 6,069 shares; 2025Q1: 6,042 shares; 2025Q2: 5,995 shares; 2025Q3: 6,658 shares; 2025Q4: 6,369 shares; 2026Q1: 6,364 shares; 2026Q2: 5,629 shares 5,629 $1.99M 0.85% -735 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: 20,153 shares; 2024Q4: 59,238 shares; 2025Q1: 53,554 shares; 2025Q2: 53,554 shares; 2025Q3: 51,991 shares; 2025Q4: 55,591 shares; 2026Q1: 54,520 shares; 2026Q2: 51,986 shares 51,986 $1.65M 0.7% -2,534 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: 9,933 shares; 2024Q4: 9,857 shares; 2025Q1: 8,555 shares; 2025Q2: 7,605 shares; 2025Q3: 8,759 shares; 2025Q4: 8,362 shares; 2026Q1: 8,374 shares; 2026Q2: 7,251 shares 7,251 $1.45M 0.62% -1,123 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,389 shares; 2024Q4: 18,257 shares; 2025Q1: 16,862 shares; 2025Q2: 16,767 shares; 2025Q3: 17,140 shares; 2025Q4: 17,140 shares; 2026Q1: 16,065 shares; 2026Q2: 14,920 shares 14,920 $1.44M 0.62% -1,145 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY 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: 36,090 shares; 2025Q4: 46,890 shares; 2026Q1: 46,890 shares; 2026Q2: 49,490 shares 49,490 $1.26M 0.54% +2,600 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,610 shares; 2024Q4: 10,610 shares; 2025Q1: 10,610 shares; 2025Q2: 10,610 shares; 2025Q3: 10,610 shares; 2025Q4: 10,610 shares; 2026Q1: 10,610 shares; 2026Q2: 11,714 shares 11,714 $1.26M 0.54% +1,104 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: 5,471 shares; 2024Q4: 5,471 shares; 2025Q1: 5,471 shares; 2025Q2: 5,292 shares; 2025Q3: 5,450 shares; 2025Q4: 5,015 shares; 2026Q1: 4,940 shares; 2026Q2: 4,940 shares 4,940 $1.24M 0.53% 0 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: 1,445 shares; 2024Q4: 1,361 shares; 2025Q1: 1,351 shares; 2025Q2: 1,348 shares; 2025Q3: 1,330 shares; 2025Q4: 1,311 shares; 2026Q1: 1,310 shares; 2026Q2: 1,255 shares 1,255 $1.17M 0.5% -55 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: 4,236 shares; 2024Q4: 4,461 shares; 2025Q1: 4,574 shares; 2025Q2: 4,517 shares; 2025Q3: 5,765 shares; 2025Q4: 5,864 shares; 2026Q1: 5,842 shares; 2026Q2: 4,902 shares 4,902 $1.17M 0.5% -940 Timeline RPG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,300 shares; 2025Q4: 17,164 shares; 2026Q1: 17,164 shares; 2026Q2: 17,164 shares 17,164 $1.1M 0.47% 0 Timeline RSP 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: 3,468 shares; 2024Q4: 3,043 shares; 2025Q1: 2,595 shares; 2025Q2: 3,203 shares; 2025Q3: 3,083 shares; 2025Q4: 2,475 shares; 2026Q1: 4,347 shares; 2026Q2: 4,922 shares 4,922 $1.05M 0.45% +575 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 847 shares; 2025Q3: 1,923 shares; 2025Q4: 1,883 shares; 2026Q1: 1,880 shares; 2026Q2: 1,763 shares 1,763 $993K 0.42% -117 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: 8,798 shares; 2024Q4: 8,798 shares; 2025Q1: 8,798 shares; 2025Q2: 8,410 shares; 2025Q3: 10,510 shares; 2025Q4: 10,160 shares; 2026Q1: 8,385 shares; 2026Q2: 8,385 shares 8,385 $985K 0.42% 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: 10,013 shares; 2024Q4: 11,260 shares; 2025Q1: 11,749 shares; 2025Q2: 11,712 shares; 2025Q3: 11,428 shares; 2025Q4: 11,232 shares; 2026Q1: 9,710 shares; 2026Q2: 4,137 shares 4,137 $979K 0.42% -5,573 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: 3,054 shares; 2024Q4: 3,054 shares; 2025Q1: 3,054 shares; 2025Q2: 3,054 shares; 2025Q3: 3,362 shares; 2025Q4: 3,421 shares; 2026Q1: 3,362 shares; 2026Q2: 3,362 shares 3,362 $909K 0.39% 0 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: 7,440 shares; 2024Q4: 7,440 shares; 2025Q1: 7,440 shares; 2025Q2: 7,440 shares; 2025Q3: 6,777 shares; 2025Q4: 8,010 shares; 2026Q1: 8,400 shares; 2026Q2: 7,943 shares 7,943 $900K 0.38% -457 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 1,174 shares; 2025Q2: 1,259 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares; 2026Q1: 1,678 shares; 2026Q2: 1,708 shares 1,708 $855K 0.37% +30 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,820 shares; 2024Q4: 13,820 shares; 2025Q1: 13,820 shares; 2025Q2: 13,820 shares; 2025Q3: 8,285 shares; 2025Q4: 8,285 shares; 2026Q1: 9,816 shares; 2026Q2: 8,285 shares 8,285 $793K 0.34% -1,531 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: 9,450 shares; 2024Q4: 9,450 shares; 2025Q1: 9,450 shares; 2025Q2: 9,450 shares; 2025Q3: 10,024 shares; 2025Q4: 9,826 shares; 2026Q1: 9,826 shares; 2026Q2: 9,555 shares 9,555 $790K 0.34% -271 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares; 2026Q2: 3,450 shares 3,450 $756K 0.32% 0 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: 4,280 shares; 2024Q4: 4,693 shares; 2025Q1: 4,403 shares; 2025Q2: 4,178 shares; 2025Q3: 4,583 shares; 2025Q4: 4,558 shares; 2026Q1: 4,513 shares; 2026Q2: 4,513 shares 4,513 $741K 0.32% 0 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: 2,524 shares; 2025Q3: 2,339 shares; 2025Q4: 2,246 shares; 2026Q1: 1,942 shares; 2026Q2: 1,704 shares 1,704 $738K 0.32% -238 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: 3,439 shares; 2024Q4: 3,439 shares; 2025Q1: 3,439 shares; 2025Q2: 3,439 shares; 2025Q3: 3,439 shares; 2025Q4: 3,439 shares; 2026Q1: 3,439 shares; 2026Q2: 3,439 shares 3,439 $732K 0.31% 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: 369 shares; 2024Q4: 369 shares; 2025Q1: 565 shares; 2025Q2: 701 shares; 2025Q3: 738 shares; 2025Q4: 714 shares; 2026Q1: 670 shares; 2026Q2: 604 shares 604 $724K 0.31% -66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,367 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares; 2026Q2: 2,318 shares 2,318 $710K 0.3% 0 Timeline PRF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,082 shares; 2025Q4: 12,942 shares; 2026Q1: 12,942 shares; 2026Q2: 12,942 shares 12,942 $699K 0.3% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares; 2026Q1: 1,912 shares; 2026Q2: 1,912 shares 1,912 $683K 0.29% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,730 shares; 2025Q4: 1,739 shares; 2026Q1: 1,730 shares; 2026Q2: 2,396 shares 2,396 $609K 0.26% +666 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: 6,279 shares; 2024Q4: 6,279 shares; 2025Q1: 6,279 shares; 2025Q2: 5,499 shares; 2025Q3: 6,516 shares; 2025Q4: 6,516 shares; 2026Q1: 6,516 shares; 2026Q2: 7,848 shares 7,848 $565K 0.24% +1,332 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,250 shares; 2024Q4: 4,471 shares; 2025Q1: 3,646 shares; 2025Q2: 3,646 shares; 2025Q3: 3,859 shares; 2025Q4: 3,859 shares; 2026Q1: 3,629 shares; 2026Q2: 3,629 shares 3,629 $515K 0.22% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,499 shares; 2024Q4: 5,387 shares; 2025Q1: 5,379 shares; 2025Q2: 10,670 shares; 2025Q3: 10,288 shares; 2025Q4: 9,877 shares; 2026Q1: 11,532 shares; 2026Q2: 9,906 shares 9,906 $476K 0.2% -1,626 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: 2,303 shares; 2024Q4: 2,103 shares; 2025Q1: 2,103 shares; 2025Q2: 2,103 shares; 2025Q3: 2,226 shares; 2025Q4: 1,988 shares; 2026Q1: 2,263 shares; 2026Q2: 2,863 shares 2,863 $475K 0.2% +600 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: 8,217 shares; 2024Q4: 7,227 shares; 2025Q1: 6,023 shares; 2025Q2: 6,023 shares; 2025Q3: 5,684 shares; 2025Q4: 4,731 shares; 2026Q1: 4,731 shares; 2026Q2: 4,309 shares 4,309 $448K 0.19% -422 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,328 shares; 2025Q4: 1,311 shares; 2026Q1: 1,367 shares; 2026Q2: 1,214 shares 1,214 $444K 0.19% -153 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES 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: 7,986 shares; 2025Q4: 7,986 shares; 2026Q1: 7,986 shares; 2026Q2: 8,485 shares 8,485 $442K 0.19% +499 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: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,365 shares; 2025Q2: 2,365 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares; 2026Q2: 1,565 shares 1,565 $440K 0.19% 0 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: 22,463 shares; 2024Q4: 22,463 shares; 2025Q1: 22,463 shares; 2025Q2: 21,350 shares; 2025Q3: 21,350 shares; 2025Q4: 21,350 shares; 2026Q1: 19,775 shares; 2026Q2: 17,975 shares 17,975 $433K 0.19% -1,800 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: not reported; 2026Q1: 1,055 shares; 2026Q2: 1,135 shares 1,135 $429K 0.18% +80 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,773 shares; 2024Q4: 5,180 shares; 2025Q1: 4,875 shares; 2025Q2: 4,689 shares; 2025Q3: 4,735 shares; 2025Q4: 4,824 shares; 2026Q1: 5,142 shares; 2026Q2: 4,713 shares 4,713 $428K 0.18% -429 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: 2,248 shares; 2024Q4: 2,184 shares; 2025Q1: 1,874 shares; 2025Q2: 2,373 shares; 2025Q3: 2,515 shares; 2025Q4: 2,369 shares; 2026Q1: 3,018 shares; 2026Q2: 2,893 shares 2,893 $396K 0.17% -125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,130 shares; 2025Q4: 1,991 shares; 2026Q1: 1,991 shares; 2026Q2: 1,991 shares 1,991 $393K 0.17% 0 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: 334 shares 334 $386K 0.16% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,984 shares; 2024Q4: 2,984 shares; 2025Q1: 2,984 shares; 2025Q2: 2,984 shares; 2025Q3: 1,492 shares; 2025Q4: 1,552 shares; 2026Q1: 1,492 shares; 2026Q2: 1,513 shares 1,513 $360K 0.15% +21 Timeline SDY 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: 5,739 shares; 2024Q4: 5,520 shares; 2025Q1: 3,868 shares; 2025Q2: 3,091 shares; 2025Q3: 2,935 shares; 2025Q4: 2,685 shares; 2026Q1: 2,685 shares; 2026Q2: 2,336 shares 2,336 $355K 0.15% -349 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 934 shares; 2025Q1: 934 shares; 2025Q2: 934 shares; 2025Q3: 934 shares; 2025Q4: 934 shares; 2026Q1: 934 shares; 2026Q2: 934 shares 934 $344K 0.15% 0 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: 3,287 shares; 2024Q4: 3,183 shares; 2025Q1: 3,835 shares; 2025Q2: 3,777 shares; 2025Q3: 3,515 shares; 2025Q4: 3,244 shares; 2026Q1: 2,520 shares; 2026Q2: 1,938 shares 1,938 $342K 0.15% -582 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: 2,381 shares; 2024Q4: 2,356 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares; 2025Q3: 2,839 shares; 2025Q4: 2,258 shares; 2026Q1: 2,258 shares; 2026Q2: 2,292 shares 2,292 $340K 0.15% +34 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: 4,299 shares; 2024Q4: 4,299 shares; 2025Q1: not reported; 2025Q2: 4,299 shares; 2025Q3: 4,299 shares; 2025Q4: 4,299 shares; 2026Q1: 4,299 shares; 2026Q2: 4,299 shares 4,299 $339K 0.14% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP 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: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $303K 0.13% 0 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: 671 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares; 2026Q2: 878 shares 878 $301K 0.13% +23 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: 2,199 shares; 2024Q4: 2,199 shares; 2025Q1: 1,999 shares; 2025Q2: 1,999 shares; 2025Q3: 3,410 shares; 2025Q4: 3,410 shares; 2026Q1: 3,410 shares; 2026Q2: 2,045 shares 2,045 $300K 0.13% -1,365 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,961 shares; 2025Q2: 3,961 shares; 2025Q3: 3,961 shares; 2025Q4: 3,961 shares; 2026Q1: 3,961 shares; 2026Q2: 3,961 shares 3,961 $299K 0.13% 0 Timeline SNPE DBX ETF TR More: the full row for DBX 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: 4,035 shares; 2025Q4: 4,035 shares; 2026Q1: 4,035 shares; 2026Q2: 4,035 shares 4,035 $278K 0.12% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,330 shares; 2024Q4: 4,330 shares; 2025Q1: 4,330 shares; 2025Q2: 4,330 shares; 2025Q3: 4,330 shares; 2025Q4: 4,330 shares; 2026Q1: 4,330 shares; 2026Q2: 3,262 shares 3,262 $276K 0.12% -1,068 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 976 shares; 2025Q4: not reported; 2026Q1: 1,662 shares; 2026Q2: 1,111 shares 1,111 $270K 0.12% -551 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: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $270K 0.12% 0 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: 2,744 shares; 2024Q4: 2,644 shares; 2025Q1: 2,861 shares; 2025Q2: 2,821 shares; 2025Q3: 2,649 shares; 2025Q4: 2,597 shares; 2026Q1: 2,481 shares; 2026Q2: 1,941 shares 1,941 $266K 0.11% -540 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,801 shares; 2025Q2: 2,801 shares; 2025Q3: 2,656 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares 2,140 $251K 0.11% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP 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: 3,289 shares; 2026Q1: 3,272 shares; 2026Q2: 2,473 shares 2,473 $238K 0.1% -799 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: not reported; 2024Q4: not reported; 2025Q1: 1,445 shares; 2025Q2: 1,445 shares; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares; 2026Q2: 1,305 shares 1,305 $236K 0.1% -312 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,725 shares; 2024Q4: 13,725 shares; 2025Q1: 13,485 shares; 2025Q2: 11,775 shares; 2025Q3: 12,650 shares; 2025Q4: 12,300 shares; 2026Q1: 11,950 shares; 2026Q2: 4,150 shares 4,150 $234K 0.1% -7,800 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,257 shares; 2026Q2: 1,257 shares 1,257 $233K 0.1% 0 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 1,431 shares 1,431 $232K 0.1% new Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES 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: 2,664 shares; 2025Q4: 2,664 shares; 2026Q1: 2,664 shares; 2026Q2: 2,664 shares 2,664 $232K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,886 shares 2,886 $225K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,495 shares; 2026Q2: 1,495 shares 1,495 $224K 0.1% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN 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: 545 shares; 2025Q3: 396 shares; 2025Q4: not reported; 2026Q1: 357 shares; 2026Q2: 272 shares 272 $216K 0.09% -85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,352 shares; 2025Q4: 3,242 shares; 2026Q1: 3,242 shares; 2026Q2: 2,937 shares 2,937 $212K 0.09% -305 Timeline IWS 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: 2,208 shares; 2026Q2: 1,278 shares 1,278 $210K 0.09% -930 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH 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: 932 shares; 2025Q4: 932 shares; 2026Q1: 932 shares; 2026Q2: 902 shares 902 $208K 0.09% -30 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517 shares; 2024Q4: 652 shares; 2025Q1: 651 shares; 2025Q2: 642 shares; 2025Q3: 639 shares; 2025Q4: 590 shares; 2026Q1: 588 shares; 2026Q2: 400 shares 400 $205K 0.09% -188 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: 430 shares 430 $205K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: not reported; 2026Q2: 1,530 shares 1,530 $201K 0.09% new Timeline