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; 2017Q4: 995,255 shares; 2018Q1: 908,165 shares; 2018Q2: 908,196 shares; 2018Q3: 888,728 shares; 2018Q4: 874,716 shares; 2019Q1: 810,136 shares; 2019Q2: 726,994 shares; 2019Q3: 719,460 shares 719,460 $109M 29.66% -7,534 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; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 749,858 shares; 2019Q2: 766,684 shares; 2019Q3: 753,240 shares 753,240 $41M 11.18% -13,444 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 629,322 shares; 2019Q3: 636,230 shares 636,230 $35.3M 9.62% +6,908 Timeline JPST 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; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 5,738 shares; 2019Q2: 5,738 shares; 2019Q3: 554,419 shares 554,419 $28M 7.63% +548,681 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 1,095,838 shares; 2019Q2: 993,482 shares; 2019Q3: 992,303 shares 992,303 $25.3M 6.9% -1,179 Timeline SPLV 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; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 14,205 shares; 2018Q3: not reported; 2018Q4: 14,389 shares; 2019Q1: 252,327 shares; 2019Q2: 388,964 shares; 2019Q3: 378,175 shares 378,175 $21.9M 5.98% -10,789 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 209,379 shares; 2019Q2: 368,207 shares; 2019Q3: 366,870 shares 366,870 $18.5M 5.06% -1,337 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 68,220 shares; 2018Q1: 77,119 shares; 2018Q2: 117,046 shares; 2018Q3: 115,283 shares; 2018Q4: 92,933 shares; 2019Q1: 91,270 shares; 2019Q2: 117,718 shares; 2019Q3: 213,988 shares 213,988 $8.4M 2.29% +96,270 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 23,395 shares; 2018Q1: 82,134 shares; 2018Q2: 87,555 shares; 2018Q3: 89,893 shares; 2018Q4: 84,517 shares; 2019Q1: 99,184 shares; 2019Q2: 96,407 shares; 2019Q3: 104,091 shares 104,091 $6.57M 1.79% +7,684 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 46,003 shares; 2018Q1: 64,179 shares; 2018Q2: 63,169 shares; 2018Q3: 259,656 shares; 2018Q4: 186,775 shares; 2019Q1: 40,457 shares; 2019Q2: 36,532 shares; 2019Q3: 39,625 shares 39,625 $3.65M 1% +3,093 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; 2017Q4: 440,300 shares; 2018Q1: 112,004 shares; 2018Q2: 103,024 shares; 2018Q3: 100,526 shares; 2018Q4: 343,025 shares; 2019Q1: 40,329 shares; 2019Q2: 38,579 shares; 2019Q3: 42,949 shares 42,949 $3.62M 0.99% +4,370 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; 2017Q4: 14,482 shares; 2018Q1: 16,421 shares; 2018Q2: 18,288 shares; 2018Q3: 18,943 shares; 2018Q4: 19,269 shares; 2019Q1: 20,868 shares; 2019Q2: 25,779 shares; 2019Q3: 27,111 shares 27,111 $3.24M 0.88% +1,332 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 214,701 shares; 2019Q1: 54,947 shares; 2019Q2: 54,529 shares; 2019Q3: 61,727 shares 61,727 $3.1M 0.85% +7,198 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; 2017Q4: 23,376 shares; 2018Q1: 26,522 shares; 2018Q2: 29,214 shares; 2018Q3: 30,386 shares; 2018Q4: 30,428 shares; 2019Q1: 34,147 shares; 2019Q2: 38,180 shares; 2019Q3: 50,157 shares 50,157 $3.01M 0.82% +11,977 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: 14,677 shares; 2018Q2: 14,901 shares; 2018Q3: 21,743 shares; 2018Q4: 20,359 shares; 2019Q1: 22,611 shares; 2019Q2: 22,877 shares; 2019Q3: 23,616 shares 23,616 $2.83M 0.77% +739 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 24,518 shares; 2018Q1: 24,240 shares; 2018Q2: 23,352 shares; 2018Q3: 23,334 shares; 2018Q4: 23,134 shares; 2019Q1: 21,068 shares; 2019Q2: 20,457 shares; 2019Q3: 19,700 shares 19,700 $2.54M 0.69% -757 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: 34,105 shares; 2018Q2: 34,524 shares; 2018Q3: 34,678 shares; 2018Q4: 35,531 shares; 2019Q1: 36,868 shares; 2019Q2: 37,970 shares; 2019Q3: 57,067 shares 57,067 $2.16M 0.59% +19,097 Timeline JPEM 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; 2017Q4: not reported; 2018Q1: 21,090 shares; 2018Q2: 21,706 shares; 2018Q3: 22,297 shares; 2018Q4: 23,098 shares; 2019Q1: 37,757 shares; 2019Q2: 37,112 shares; 2019Q3: 40,052 shares 40,052 $2.11M 0.58% +2,940 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 6,053 shares; 2018Q3: 10,898 shares; 2018Q4: 11,023 shares; 2019Q1: 18,097 shares; 2019Q2: 19,767 shares; 2019Q3: 23,194 shares 23,194 $1.9M 0.52% +3,427 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 8,895 shares; 2018Q1: 8,354 shares; 2018Q2: 7,080 shares; 2018Q3: 7,636 shares; 2018Q4: 7,547 shares; 2019Q1: 9,737 shares; 2019Q2: 8,887 shares; 2019Q3: 8,407 shares 8,407 $1.85M 0.5% -480 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 17,268 shares; 2018Q1: 17,023 shares; 2018Q2: 16,876 shares; 2018Q3: 18,247 shares; 2018Q4: 18,300 shares; 2019Q1: 18,437 shares; 2019Q2: 18,477 shares; 2019Q3: 21,528 shares 21,528 $1.58M 0.43% +3,051 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: 568,582 shares; 2018Q2: 577,036 shares; 2018Q3: 586,917 shares; 2018Q4: 710,120 shares; 2019Q1: 720,192 shares; 2019Q2: 32,648 shares; 2019Q3: 28,447 shares 28,447 $1.44M 0.39% -4,201 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; 2017Q4: 13,885 shares; 2018Q1: 12,921 shares; 2018Q2: 13,040 shares; 2018Q3: 12,661 shares; 2018Q4: 12,423 shares; 2019Q1: 12,206 shares; 2019Q2: 12,283 shares; 2019Q3: 12,059 shares 12,059 $1.41M 0.38% -224 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 24,034 shares; 2018Q1: 24,015 shares; 2018Q2: 14,431 shares; 2018Q3: 14,431 shares; 2018Q4: 14,431 shares; 2019Q1: 14,431 shares; 2019Q2: 14,431 shares; 2019Q3: 14,431 shares 14,431 $1.35M 0.37% 0 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; 2017Q4: 20,137 shares; 2018Q1: 19,699 shares; 2018Q2: 19,841 shares; 2018Q3: 19,386 shares; 2018Q4: 18,626 shares; 2019Q1: 18,600 shares; 2019Q2: 19,137 shares; 2019Q3: 18,927 shares 18,927 $1.34M 0.37% -210 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 28,342 shares; 2018Q1: 26,273 shares; 2018Q2: 23,508 shares; 2018Q3: 21,537 shares; 2018Q4: 19,547 shares; 2019Q1: 19,435 shares; 2019Q2: 19,435 shares; 2019Q3: 19,435 shares 19,435 $1.27M 0.35% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 48,031 shares 48,031 $1.25M 0.34% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 47,882 shares 47,882 $1.19M 0.32% new Timeline XMMO 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; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 19,892 shares 19,892 $1.16M 0.32% new Timeline INVESCO BULLETSHARES 2020 C… INVESCO BULLETSHARES 2020 CORP More: the full row for INVESCO BULLETSHARES 2020 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 52,649 shares; 2019Q1: 50,957 shares; 2019Q2: 50,742 shares; 2019Q3: 54,670 shares 54,670 $1.16M 0.32% +3,928 VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 13,756 shares; 2018Q1: 13,959 shares; 2018Q2: 12,316 shares; 2018Q3: 12,221 shares; 2018Q4: 12,751 shares; 2019Q1: 12,000 shares; 2019Q2: 12,396 shares; 2019Q3: 9,891 shares 9,891 $1.16M 0.32% -2,505 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; 2017Q4: 686 shares; 2018Q1: 720 shares; 2018Q2: 667 shares; 2018Q3: 662 shares; 2018Q4: 726 shares; 2019Q1: 674 shares; 2019Q2: 682 shares; 2019Q3: 664 shares 664 $1.16M 0.31% -18 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 6,928 shares; 2018Q1: 6,957 shares; 2018Q2: 6,957 shares; 2018Q3: 6,985 shares; 2018Q4: 159,207 shares; 2019Q1: 16,583 shares; 2019Q2: 16,569 shares; 2019Q3: 16,569 shares 16,569 $1.11M 0.3% 0 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; 2017Q4: 12,019 shares; 2018Q1: 12,111 shares; 2018Q2: 11,126 shares; 2018Q3: 11,107 shares; 2018Q4: 11,098 shares; 2019Q1: 8,785 shares; 2019Q2: 8,824 shares; 2019Q3: 8,660 shares 8,660 $1.08M 0.29% -164 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; 2017Q4: 4,250 shares; 2018Q1: 4,254 shares; 2018Q2: 4,257 shares; 2018Q3: 3,725 shares; 2018Q4: 3,591 shares; 2019Q1: 3,591 shares; 2019Q2: 3,591 shares; 2019Q3: 3,591 shares 3,591 $1.07M 0.29% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 34,610 shares; 2019Q1: 51,052 shares; 2019Q2: 50,627 shares; 2019Q3: 47,166 shares 47,166 $1.01M 0.28% -3,461 INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 36,877 shares; 2019Q1: 50,790 shares; 2019Q2: 50,348 shares; 2019Q3: 47,056 shares 47,056 $998K 0.27% -3,292 Direxion All Cap Insider Se… Direxion All Cap Insider Senti More: the full row for Direxion All Cap Insider Senti Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: 12,212 shares; 2018Q2: 13,858 shares; 2018Q3: 13,195 shares; 2018Q4: 10,898 shares; 2019Q1: 17,021 shares; 2019Q2: 30,214 shares; 2019Q3: 25,479 shares 25,479 $976K 0.27% -4,735 PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 38,231 shares 38,231 $963K 0.26% new 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; 2017Q4: 13,151 shares; 2018Q1: 15,686 shares; 2018Q2: 15,942 shares; 2018Q3: 16,428 shares; 2018Q4: 16,480 shares; 2019Q1: 18,319 shares; 2019Q2: 19,026 shares; 2019Q3: 19,140 shares 19,140 $941K 0.26% +114 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 9,556 shares; 2018Q1: 10,715 shares; 2018Q2: 10,853 shares; 2018Q3: 11,155 shares; 2018Q4: 9,930 shares; 2019Q1: 11,017 shares; 2019Q2: 11,480 shares; 2019Q3: 11,516 shares 11,516 $932K 0.25% +36 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 47,706 shares; 2019Q2: 47,173 shares; 2019Q3: 43,199 shares 43,199 $918K 0.25% -3,974 INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 41,542 shares 41,542 $887K 0.24% new PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 13,727 shares; 2018Q1: 13,657 shares; 2018Q2: 12,996 shares; 2018Q3: 13,009 shares; 2018Q4: 13,022 shares; 2019Q1: 13,032 shares; 2019Q2: 13,039 shares; 2019Q3: 13,037 shares 13,037 $812K 0.22% -2 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 25,127 shares; 2018Q1: 21,301 shares; 2018Q2: 17,097 shares; 2018Q3: 20,393 shares; 2018Q4: 20,393 shares; 2019Q1: 20,801 shares; 2019Q2: 20,705 shares; 2019Q3: 19,837 shares 19,837 $710K 0.19% -868 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 10,070 shares; 2018Q1: 10,070 shares; 2018Q2: 10,540 shares; 2018Q3: not reported; 2018Q4: 47,096 shares; 2019Q1: 13,338 shares; 2019Q2: 13,415 shares; 2019Q3: 14,095 shares 14,095 $690K 0.19% +680 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; 2017Q4: 6,809 shares; 2018Q1: 6,811 shares; 2018Q2: 6,741 shares; 2018Q3: 8,706 shares; 2018Q4: 8,732 shares; 2019Q1: 8,780 shares; 2019Q2: 8,602 shares; 2019Q3: 8,056 shares 8,056 $676K 0.18% -546 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; 2017Q4: 1,762 shares; 2018Q1: 1,897 shares; 2018Q2: 1,959 shares; 2018Q3: 1,924 shares; 2018Q4: 1,924 shares; 2019Q1: 2,209 shares; 2019Q2: 3,893 shares; 2019Q3: 3,685 shares 3,685 $616K 0.17% -208 Timeline LEGG MASON ETF INVT LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 19,105 shares; 2019Q3: 21,522 shares 21,522 $587K 0.16% +2,417 EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 8,005 shares; 2018Q1: 7,897 shares; 2018Q2: 7,461 shares; 2018Q3: 7,950 shares; 2018Q4: 7,653 shares; 2019Q1: 7,932 shares; 2019Q2: 8,637 shares; 2019Q3: 10,052 shares 10,052 $575K 0.16% +1,415 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 6,348 shares; 2018Q1: 5,654 shares; 2018Q2: 5,688 shares; 2018Q3: 5,565 shares; 2018Q4: 5,565 shares; 2019Q1: 4,955 shares; 2019Q2: 4,435 shares; 2019Q3: 4,013 shares 4,013 $560K 0.15% -422 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 10,666 shares; 2018Q1: 9,977 shares; 2018Q2: 9,703 shares; 2018Q3: 9,245 shares; 2018Q4: 9,245 shares; 2019Q1: 9,118 shares; 2019Q2: 9,118 shares; 2019Q3: 9,118 shares 9,118 $537K 0.15% 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; 2017Q4: 2,563 shares; 2018Q1: 2,274 shares; 2018Q2: 2,324 shares; 2018Q3: 2,322 shares; 2018Q4: 2,322 shares; 2019Q1: 2,522 shares; 2019Q2: 2,570 shares; 2019Q3: 2,474 shares 2,474 $512K 0.14% -96 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 5,400 shares; 2018Q1: 5,264 shares; 2018Q2: 6,049 shares; 2018Q3: 6,052 shares; 2018Q4: 4,926 shares; 2019Q1: 1,734 shares; 2019Q2: 1,734 shares; 2019Q3: 1,698 shares 1,698 $507K 0.14% -36 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; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 67,480 shares; 2019Q1: 10,548 shares; 2019Q2: 10,641 shares; 2019Q3: 10,876 shares 10,876 $447K 0.12% +235 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 8,001 shares; 2018Q1: 7,701 shares; 2018Q2: 7,710 shares; 2018Q3: 7,495 shares; 2018Q4: 7,502 shares; 2019Q1: 7,495 shares; 2019Q2: 7,624 shares; 2019Q3: 7,359 shares 7,359 $400K 0.11% -265 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 2,368 shares; 2019Q1: 2,381 shares; 2019Q2: 2,394 shares; 2019Q3: 2,395 shares 2,395 $385K 0.1% +1 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 3,142 shares; 2018Q1: 3,246 shares; 2018Q2: 3,059 shares; 2018Q3: 2,870 shares; 2018Q4: 2,884 shares; 2019Q1: 2,813 shares; 2019Q2: 2,850 shares; 2019Q3: 2,747 shares 2,747 $373K 0.1% -103 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 9,365 shares; 2018Q1: 9,393 shares; 2018Q2: 10,584 shares; 2018Q3: 10,278 shares; 2018Q4: 9,356 shares; 2019Q1: 8,872 shares; 2019Q2: 9,138 shares; 2019Q3: 8,808 shares 8,808 $329K 0.09% -330 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 12,656 shares; 2018Q1: 13,934 shares; 2018Q2: 14,221 shares; 2018Q3: 17,324 shares; 2018Q4: 16,564 shares; 2019Q1: 20,814 shares; 2019Q2: 14,914 shares; 2019Q3: 4,090 shares 4,090 $320K 0.09% -10,824 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 3,098 shares; 2018Q1: 2,868 shares; 2018Q2: 2,743 shares; 2018Q3: 2,719 shares; 2018Q4: 2,719 shares; 2019Q1: 2,294 shares; 2019Q2: 1,918 shares; 2019Q3: 1,811 shares 1,811 $318K 0.09% -107 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; 2017Q4: 2,784 shares; 2018Q1: 2,836 shares; 2018Q2: 2,347 shares; 2018Q3: 2,358 shares; 2018Q4: 2,343 shares; 2019Q1: 2,343 shares; 2019Q2: 2,237 shares; 2019Q3: 2,206 shares 2,206 $317K 0.09% -31 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 5,551 shares; 2018Q1: 5,534 shares; 2018Q2: 4,642 shares; 2018Q3: 4,702 shares; 2018Q4: 5,089 shares; 2019Q1: 5,112 shares; 2019Q2: 5,323 shares; 2019Q3: 5,238 shares 5,238 $317K 0.09% -85 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 5,141 shares; 2018Q1: 6,317 shares; 2018Q2: 7,127 shares; 2018Q3: 7,113 shares; 2018Q4: 6,623 shares; 2019Q1: 6,352 shares; 2019Q2: 6,430 shares; 2019Q3: 6,114 shares 6,114 $311K 0.08% -316 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 1,488 shares; 2018Q1: 1,489 shares; 2018Q2: 1,495 shares; 2018Q3: 1,482 shares; 2018Q4: 1,482 shares; 2019Q1: 1,504 shares; 2019Q2: 1,490 shares; 2019Q3: 1,437 shares 1,437 $305K 0.08% -53 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 4,197 shares; 2018Q1: 3,750 shares; 2018Q2: 3,381 shares; 2018Q3: 3,381 shares; 2018Q4: 5,651 shares; 2019Q1: 5,275 shares; 2019Q2: 5,275 shares; 2019Q3: 5,275 shares 5,275 $302K 0.08% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 284 shares; 2018Q1: 241 shares; 2018Q2: 211 shares; 2018Q3: 207 shares; 2018Q4: 213 shares; 2019Q1: 280 shares; 2019Q2: 254 shares; 2019Q3: 240 shares 240 $298K 0.08% -14 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 230 shares; 2018Q1: 240 shares; 2018Q2: 246 shares; 2018Q3: 244 shares; 2018Q4: 240 shares; 2019Q1: 238 shares; 2019Q2: 245 shares; 2019Q3: 234 shares 234 $291K 0.08% -11 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 2,643 shares; 2019Q1: 2,643 shares; 2019Q2: 2,568 shares; 2019Q3: 2,568 shares 2,568 $290K 0.08% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 1,759 shares; 2018Q1: 1,879 shares; 2018Q2: 2,085 shares; 2018Q3: 1,833 shares; 2018Q4: 1,788 shares; 2019Q1: 1,763 shares; 2019Q2: 1,803 shares; 2019Q3: 1,728 shares 1,728 $283K 0.08% -75 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: 10,398 shares; 2018Q3: 10,423 shares; 2018Q4: 8,090 shares; 2019Q1: 13,293 shares; 2019Q2: 13,293 shares; 2019Q3: 10,923 shares 10,923 $279K 0.08% -2,370 IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 1,642 shares; 2019Q1: 1,642 shares; 2019Q2: 1,642 shares; 2019Q3: 1,642 shares 1,642 $262K 0.07% 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; 2017Q4: 4,083 shares; 2018Q1: 4,085 shares; 2018Q2: 2,627 shares; 2018Q3: 2,650 shares; 2018Q4: 2,629 shares; 2019Q1: 2,425 shares; 2019Q2: 2,399 shares; 2019Q3: 2,292 shares 2,292 $256K 0.07% -107 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 4,916 shares; 2019Q2: 4,916 shares; 2019Q3: 4,916 shares 4,916 $255K 0.07% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 2,100 shares; 2019Q3: 1,908 shares 1,908 $250K 0.07% -192 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; 2017Q4: 1,193 shares; 2018Q1: not reported; 2018Q2: 1,153 shares; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 1,432 shares; 2019Q2: 1,481 shares; 2019Q3: 1,363 shares 1,363 $245K 0.07% -118 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 1,348 shares; 2019Q1: 1,348 shares; 2019Q2: 1,348 shares; 2019Q3: 1,348 shares 1,348 $244K 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; 2017Q4: 5,834 shares; 2018Q1: 5,967 shares; 2018Q2: 5,967 shares; 2018Q3: 5,966 shares; 2018Q4: 5,966 shares; 2019Q1: 5,848 shares; 2019Q2: 5,698 shares; 2019Q3: 5,698 shares 5,698 $243K 0.07% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 5,183 shares; 2018Q1: 5,383 shares; 2018Q2: 5,233 shares; 2018Q3: 5,133 shares; 2018Q4: 5,133 shares; 2019Q1: 5,133 shares; 2019Q2: 5,233 shares; 2019Q3: 5,234 shares 5,234 $236K 0.06% +1 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 9,019 shares 9,019 $236K 0.06% new ISHARES IBONDS DEC 2021 TER… ISHARES IBONDS DEC 2021 TERM MUNI… More: the full row for ISHARES IBONDS DEC 2021 TERM MUNI BD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 9,051 shares; 2019Q2: 9,050 shares; 2019Q3: 9,050 shares 9,050 $233K 0.06% 0 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; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 790 shares; 2019Q3: 786 shares 786 $227K 0.06% -4 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 2,475 shares; 2018Q1: 2,571 shares; 2018Q2: 1,672 shares; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 1,552 shares; 2019Q2: 1,577 shares; 2019Q3: 1,528 shares 1,528 $226K 0.06% -49 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 4,667 shares; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: 4,430 shares; 2019Q2: 4,808 shares; 2019Q3: 4,796 shares 4,796 $223K 0.06% -12 Timeline VGK 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; 2017Q4: 210,797 shares; 2018Q1: 309,893 shares; 2018Q2: 317,609 shares; 2018Q3: 279,169 shares; 2018Q4: 222,784 shares; 2019Q1: 7,187 shares; 2019Q2: 5,866 shares; 2019Q3: 4,151 shares 4,151 $222K 0.06% -1,715 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: 54,053 shares; 2019Q1: 51,657 shares; 2019Q2: 48,341 shares; 2019Q3: 10,311 shares 10,311 $217K 0.06% -38,030 VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: 57,033 shares; 2018Q1: 7,363 shares; 2018Q2: 5,692 shares; 2018Q3: 5,509 shares; 2018Q4: 5,342 shares; 2019Q1: 4,557 shares; 2019Q2: not reported; 2019Q3: 3,955 shares 3,955 $205K 0.06% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,714 shares 1,714 $204K 0.06% new 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; 2017Q4: not reported; 2018Q1: not reported; 2018Q2: not reported; 2018Q3: not reported; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 879 shares 879 $202K 0.06% new Timeline