IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 502,453 shares; 2015Q2: 450,378 shares; 2015Q3: 364,182 shares; 2015Q4: 422,608 shares; 2016Q1: 319,996 shares; 2016Q2: 368,377 shares; 2016Q3: 318,247 shares; 2016Q4: 388,619 shares 388,619 $87.4M 14.2% +70,372 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 212,257 shares; 2015Q2: 142,493 shares; 2015Q3: 164,639 shares; 2015Q4: 156,986 shares; 2016Q1: 151,627 shares; 2016Q2: 148,231 shares; 2016Q3: 146,145 shares; 2016Q4: 172,579 shares 172,579 $28.5M 4.63% +26,434 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 376,950 shares; 2016Q3: 476,135 shares; 2016Q4: 454,717 shares 454,717 $24.4M 3.96% -21,418 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; 2015Q1: 152,221 shares; 2015Q2: 141,970 shares; 2015Q3: 139,742 shares; 2015Q4: 115,972 shares; 2016Q1: 111,413 shares; 2016Q2: 109,316 shares; 2016Q3: 108,466 shares; 2016Q4: 103,655 shares 103,655 $23.2M 3.76% -4,811 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: 141,890 shares; 2015Q3: 160,488 shares; 2015Q4: 393,987 shares; 2016Q1: 152,000 shares; 2016Q2: 151,629 shares; 2016Q3: 151,648 shares; 2016Q4: 407,640 shares 407,640 $17.7M 2.88% +255,992 Timeline XLF 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; 2015Q1: 213,943 shares; 2015Q2: 171,948 shares; 2015Q3: 14,000 shares; 2015Q4: 635,124 shares; 2016Q1: 14,352 shares; 2016Q2: 14,001 shares; 2016Q3: 14,001 shares; 2016Q4: 756,441 shares 756,441 $17.6M 2.86% +742,440 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 193,051 shares; 2016Q4: 186,838 shares 186,838 $13.4M 2.17% -6,213 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 52,145 shares; 2015Q2: 50,285 shares; 2015Q3: 57,803 shares; 2015Q4: 153,506 shares; 2016Q1: 89,934 shares; 2016Q2: 150,759 shares; 2016Q3: 99,189 shares; 2016Q4: 107,148 shares 107,148 $12.6M 2.04% +7,959 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 105,367 shares; 2015Q2: 137,935 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 265,643 shares; 2016Q2: 321,016 shares; 2016Q3: 345,081 shares; 2016Q4: 276,554 shares 276,554 $11.7M 1.91% -68,527 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 85,928 shares; 2015Q2: 80,155 shares; 2015Q3: 94,258 shares; 2015Q4: not reported; 2016Q1: 53,498 shares; 2016Q2: 49,393 shares; 2016Q3: 50,525 shares; 2016Q4: 133,427 shares 133,427 $11.5M 1.88% +82,902 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 116,985 shares; 2015Q2: 113,300 shares; 2015Q3: 129,053 shares; 2015Q4: 134,346 shares; 2016Q1: 93,748 shares; 2016Q2: 89,835 shares; 2016Q3: 88,290 shares; 2016Q4: 81,749 shares 81,749 $11.2M 1.83% -6,541 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 24,885 shares; 2015Q4: 86,574 shares; 2016Q1: 84,957 shares; 2016Q2: 97,620 shares; 2016Q3: 101,634 shares; 2016Q4: 93,587 shares 93,587 $9.74M 1.58% -8,047 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 56,324 shares; 2016Q1: 94,934 shares; 2016Q2: 87,397 shares; 2016Q3: not reported; 2016Q4: 83,873 shares 83,873 $9.71M 1.58% 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 116,933 shares; 2016Q1: 161,556 shares; 2016Q2: 192,828 shares; 2016Q3: 203,657 shares; 2016Q4: 196,187 shares 196,187 $9.49M 1.54% -7,470 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 141,071 shares; 2015Q2: 136,959 shares; 2015Q3: 196,439 shares; 2015Q4: 253,187 shares; 2016Q1: 412,065 shares; 2016Q2: 265,966 shares; 2016Q3: 149,060 shares; 2016Q4: 80,474 shares 80,474 $8.7M 1.41% -68,586 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 95,314 shares; 2016Q1: 97,176 shares; 2016Q2: 101,406 shares; 2016Q3: 101,850 shares; 2016Q4: 99,912 shares 99,912 $7.57M 1.23% -1,938 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 92,466 shares; 2016Q2: 14,227 shares; 2016Q3: 61,551 shares; 2016Q4: 58,271 shares 58,271 $6.93M 1.13% -3,280 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; 2015Q1: 4,316 shares; 2015Q2: 14,884 shares; 2015Q3: 39,317 shares; 2015Q4: 40,709 shares; 2016Q1: 73,404 shares; 2016Q2: 67,864 shares; 2016Q3: 74,067 shares; 2016Q4: 76,759 shares 76,759 $6.93M 1.13% +2,692 Timeline XLE 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; 2015Q1: 71,410 shares; 2015Q2: 69,100 shares; 2015Q3: 81,591 shares; 2015Q4: 32,517 shares; 2016Q1: 34,059 shares; 2016Q2: 3,756 shares; 2016Q3: not reported; 2016Q4: 89,324 shares 89,324 $6.73M 1.09% new 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 43,853 shares; 2016Q2: 74,373 shares; 2016Q3: 74,772 shares; 2016Q4: 75,543 shares 75,543 $6.52M 1.06% +771 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 153,748 shares 153,748 $6.47M 1.05% new Timeline ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 508,250 shares 508,250 $6.4M 1.04% new ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 62,191 shares; 2015Q2: 61,216 shares; 2015Q3: 77,264 shares; 2015Q4: 83,115 shares; 2016Q1: 124,500 shares; 2016Q2: 122,706 shares; 2016Q3: 100,178 shares; 2016Q4: 101,589 shares 101,589 $6.36M 1.03% +1,411 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 49,357 shares; 2015Q2: 49,415 shares; 2015Q3: 62,202 shares; 2015Q4: 61,651 shares; 2016Q1: 110,008 shares; 2016Q2: 105,541 shares; 2016Q3: 99,004 shares; 2016Q4: 100,521 shares 100,521 $6.25M 1.01% +1,517 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 119,806 shares; 2016Q3: 134,136 shares; 2016Q4: 123,621 shares 123,621 $6.12M 0.99% -10,515 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 72,638 shares; 2016Q4: 67,993 shares 67,993 $6.08M 0.99% -4,645 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 173,133 shares; 2015Q2: 18,971 shares; 2015Q3: 11,757 shares; 2015Q4: not reported; 2016Q1: 182,228 shares; 2016Q2: 161,631 shares; 2016Q3: 169,555 shares; 2016Q4: 60,036 shares 60,036 $6M 0.97% -109,519 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 749,745 shares; 2015Q2: 98,383 shares; 2015Q3: 100,130 shares; 2015Q4: not reported; 2016Q1: 747,033 shares; 2016Q2: 662,321 shares; 2016Q3: 691,980 shares; 2016Q4: 251,537 shares 251,537 $5.88M 0.95% -440,443 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 61,553 shares 61,553 $5.72M 0.93% new Timeline POWERSHARES GLOBAL ETF TRUS… POWERSHARES GLOBAL ETF TRUSTHI More: the full row for POWERSHARES GLOBAL ETF TRUSTHI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 302,094 shares 302,094 $5.68M 0.92% new INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 65,272 shares; 2015Q2: 65,278 shares; 2015Q3: 86,399 shares; 2015Q4: 90,765 shares; 2016Q1: 130,593 shares; 2016Q2: 161,871 shares; 2016Q3: 153,690 shares; 2016Q4: 155,000 shares 155,000 $5.62M 0.91% +1,310 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 51,693 shares; 2015Q2: 51,263 shares; 2015Q3: 64,591 shares; 2015Q4: 66,843 shares; 2016Q1: 179,490 shares; 2016Q2: 153,879 shares; 2016Q3: 162,990 shares; 2016Q4: 175,791 shares 175,791 $5.55M 0.9% +12,801 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; 2015Q1: 39,193 shares; 2015Q2: 39,223 shares; 2015Q3: 50,624 shares; 2015Q4: 52,514 shares; 2016Q1: 93,455 shares; 2016Q2: 94,615 shares; 2016Q3: 96,294 shares; 2016Q4: 99,359 shares 99,359 $5.48M 0.89% +3,065 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 19,799 shares; 2016Q2: 33,664 shares; 2016Q3: 34,121 shares; 2016Q4: 50,704 shares 50,704 $5.3M 0.86% +16,583 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 293,603 shares; 2015Q2: 282,172 shares; 2015Q3: 339,812 shares; 2015Q4: 454,374 shares; 2016Q1: 331,990 shares; 2016Q2: 95,405 shares; 2016Q3: 106,816 shares; 2016Q4: 90,452 shares 90,452 $5.22M 0.85% -16,364 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 45,187 shares 45,187 $5.11M 0.83% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 97,771 shares; 2015Q2: 23,980 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 54,414 shares; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 32,488 shares 32,488 $5M 0.81% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 20,189 shares; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 130,209 shares; 2016Q1: 36,313 shares; 2016Q2: 132,383 shares; 2016Q3: 150,637 shares; 2016Q4: 43,860 shares 43,860 $4.83M 0.78% -106,777 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 28,544 shares; 2016Q3: not reported; 2016Q4: 30,770 shares 30,770 $4.79M 0.78% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 269,167 shares; 2016Q1: 378,797 shares; 2016Q2: 305,524 shares; 2016Q3: not reported; 2016Q4: 207,175 shares 207,175 $4.58M 0.74% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 13,640 shares; 2015Q2: 13,550 shares; 2015Q3: 18,298 shares; 2015Q4: 16,491 shares; 2016Q1: 54,328 shares; 2016Q2: 53,136 shares; 2016Q3: 52,020 shares; 2016Q4: 53,979 shares 53,979 $4.53M 0.74% +1,959 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 12,312 shares; 2015Q2: 12,084 shares; 2015Q3: 26,592 shares; 2015Q4: 27,967 shares; 2016Q1: 30,586 shares; 2016Q2: 18,104 shares; 2016Q3: 24,386 shares; 2016Q4: 24,477 shares 24,477 $4.45M 0.72% +91 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 11,838 shares; 2015Q2: 11,445 shares; 2015Q3: 15,545 shares; 2015Q4: 30,130 shares; 2016Q1: 30,555 shares; 2016Q2: 28,947 shares; 2016Q3: 29,076 shares; 2016Q4: 24,548 shares 24,548 $4.39M 0.71% -4,528 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 17,278 shares; 2015Q2: 17,437 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 23,431 shares; 2016Q2: 36,835 shares; 2016Q3: 37,056 shares; 2016Q4: 38,352 shares 38,352 $4.2M 0.68% +1,296 IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 25,802 shares 25,802 $4.2M 0.68% new Timeline iShares MSCI Russia ETF Spe… iShares MSCI Russia ETF Special More: the full row for iShares MSCI Russia ETF Special Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 121,747 shares 121,747 $4.08M 0.66% new PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 85,863 shares; 2015Q2: 86,108 shares; 2015Q3: 81,584 shares; 2015Q4: 87,574 shares; 2016Q1: 126,634 shares; 2016Q2: 122,089 shares; 2016Q3: 116,062 shares; 2016Q4: 122,286 shares 122,286 $3.97M 0.64% +6,224 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 122,740 shares; 2016Q4: 114,117 shares 114,117 $3.81M 0.62% -8,623 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 141,774 shares 141,774 $3.71M 0.6% new Timeline BB & T CORP BB & T CORP More: the full row for BB & T CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 5,407 shares; 2016Q1: 83,030 shares; 2016Q2: 82,865 shares; 2016Q3: not reported; 2016Q4: 76,752 shares 76,752 $3.61M 0.59% new EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 122,514 shares 122,514 $3.6M 0.58% new Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 60,131 shares; 2015Q2: 6,518 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 101,455 shares 101,455 $3.52M 0.57% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 29,652 shares; 2016Q1: 32,202 shares; 2016Q2: 31,108 shares; 2016Q3: not reported; 2016Q4: 23,908 shares 23,908 $3.5M 0.57% new 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; 2015Q1: 76,029 shares; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 46,082 shares; 2016Q2: 45,349 shares; 2016Q3: 110,758 shares; 2016Q4: 114,967 shares 114,967 $3.47M 0.56% +4,209 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 58,132 shares; 2016Q4: 53,771 shares 53,771 $3.35M 0.54% -4,361 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 219,339 shares; 2016Q3: not reported; 2016Q4: 96,650 shares 96,650 $3.33M 0.54% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 22,940 shares 22,940 $3.3M 0.54% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 63,263 shares; 2016Q2: 61,124 shares; 2016Q3: 60,526 shares; 2016Q4: 60,879 shares 60,879 $3.23M 0.52% +353 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 55,812 shares; 2016Q1: 42,341 shares; 2016Q2: 30,051 shares; 2016Q3: 28,621 shares; 2016Q4: 25,741 shares 25,741 $3.2M 0.52% -2,880 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: 24,234 shares; 2015Q3: 41,331 shares; 2015Q4: 44,199 shares; 2016Q1: 39,959 shares; 2016Q2: 39,932 shares; 2016Q3: 64,296 shares; 2016Q4: 44,041 shares 44,041 $3.15M 0.51% -20,255 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 19,670 shares; 2016Q2: 34,813 shares; 2016Q3: 36,673 shares; 2016Q4: 36,722 shares 36,722 $3.15M 0.51% +49 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 12,583 shares; 2015Q2: 10,617 shares; 2015Q3: 15,017 shares; 2015Q4: 102,976 shares; 2016Q1: 103,928 shares; 2016Q2: 61,821 shares; 2016Q3: 61,301 shares; 2016Q4: 62,561 shares 62,561 $3.12M 0.51% +1,260 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 40,134 shares; 2016Q2: 34,517 shares; 2016Q3: 34,194 shares; 2016Q4: 36,637 shares 36,637 $3.08M 0.5% +2,443 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 4,058 shares; 2016Q1: 5,113 shares; 2016Q2: 6,682 shares; 2016Q3: 3,554 shares; 2016Q4: 3,742 shares 3,742 $2.96M 0.48% +188 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 12,013 shares; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 4,976 shares; 2016Q2: 3,569 shares; 2016Q3: 23,177 shares; 2016Q4: 24,838 shares 24,838 $2.92M 0.47% +1,661 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; 2015Q1: 115,169 shares; 2015Q2: 113,313 shares; 2015Q3: 116,313 shares; 2015Q4: 179,478 shares; 2016Q1: 204,170 shares; 2016Q2: 67,419 shares; 2016Q3: 70,196 shares; 2016Q4: 79,743 shares 79,743 $2.91M 0.47% +9,547 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 24,234 shares; 2016Q2: 35,216 shares; 2016Q3: 35,460 shares; 2016Q4: 36,204 shares 36,204 $2.83M 0.46% +744 Timeline DFE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: 70,913 shares; 2015Q3: 186,095 shares; 2015Q4: 113,273 shares; 2016Q1: 112,844 shares; 2016Q2: 55,377 shares; 2016Q3: 53,146 shares; 2016Q4: 51,028 shares 51,028 $2.79M 0.45% -2,118 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 25,250 shares; 2016Q3: 25,559 shares; 2016Q4: 25,160 shares 25,160 $2.62M 0.43% -399 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 78,863 shares; 2015Q4: 48,507 shares; 2016Q1: 55,136 shares; 2016Q2: 53,952 shares; 2016Q3: 36,257 shares; 2016Q4: 37,539 shares 37,539 $2.52M 0.41% +1,282 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 36,521 shares; 2016Q4: 36,470 shares 36,470 $2.49M 0.4% -51 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 62,265 shares; 2016Q2: 228,293 shares; 2016Q3: 70,960 shares; 2016Q4: 65,488 shares 65,488 $2.44M 0.4% -5,472 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 7,333 shares; 2016Q2: 6,000 shares; 2016Q3: 40,991 shares; 2016Q4: 41,538 shares 41,538 $2.43M 0.39% +547 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 3,025 shares; 2016Q2: 3,025 shares; 2016Q3: 3,525 shares; 2016Q4: 22,885 shares 22,885 $2.38M 0.39% +19,360 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 28,147 shares; 2016Q4: 29,179 shares 29,179 $2.3M 0.37% +1,032 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: 22,880 shares; 2015Q3: 29,106 shares; 2015Q4: 27,948 shares; 2016Q1: 39,059 shares; 2016Q2: 37,841 shares; 2016Q3: 18,435 shares; 2016Q4: 19,595 shares 19,595 $2.26M 0.37% +1,160 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 4,765 shares; 2016Q1: 106,252 shares; 2016Q2: 105,517 shares; 2016Q3: not reported; 2016Q4: 58,488 shares 58,488 $2.25M 0.36% new Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 8,804 shares; 2015Q4: 9,015 shares; 2016Q1: 9,490 shares; 2016Q2: 9,383 shares; 2016Q3: 5,713 shares; 2016Q4: 5,806 shares 5,806 $2.21M 0.36% +93 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 12,073 shares; 2016Q2: 12,409 shares; 2016Q3: 12,286 shares; 2016Q4: 16,378 shares 16,378 $2.18M 0.35% +4,092 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 27,936 shares; 2016Q3: 30,027 shares; 2016Q4: 27,602 shares 27,602 $2.18M 0.35% -2,425 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 56,478 shares; 2016Q3: 57,003 shares; 2016Q4: 54,730 shares 54,730 $2.04M 0.33% -2,273 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 34,855 shares 34,855 $1.74M 0.28% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 28,786 shares; 2016Q2: 29,652 shares; 2016Q3: 30,080 shares; 2016Q4: 31,553 shares 31,553 $1.68M 0.27% +1,473 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 8,104 shares; 2016Q2: 5,565 shares; 2016Q3: 8,648 shares; 2016Q4: 9,261 shares 9,261 $1.54M 0.25% +613 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 15,982 shares; 2015Q2: 41,952 shares; 2015Q3: 15,949 shares; 2015Q4: 102,911 shares; 2016Q1: 16,598 shares; 2016Q2: 16,628 shares; 2016Q3: 71,828 shares; 2016Q4: 12,525 shares 12,525 $1.51M 0.24% -59,303 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 11,586 shares; 2015Q2: 11,598 shares; 2015Q3: 11,612 shares; 2015Q4: 29,602 shares; 2016Q1: 29,353 shares; 2016Q2: 30,677 shares; 2016Q3: 28,011 shares; 2016Q4: 26,461 shares 26,461 $1.47M 0.24% -1,550 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 11,173 shares; 2015Q2: 9,648 shares; 2015Q3: 12,511 shares; 2015Q4: 14,431 shares; 2016Q1: 75,745 shares; 2016Q2: 11,304 shares; 2016Q3: 11,394 shares; 2016Q4: 10,717 shares 10,717 $1.45M 0.23% -677 Timeline XLV 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; 2015Q1: 176,906 shares; 2015Q2: 172,575 shares; 2015Q3: 122,707 shares; 2015Q4: 12,147 shares; 2016Q1: 12,244 shares; 2016Q2: 10,793 shares; 2016Q3: 11,093 shares; 2016Q4: 19,954 shares 19,954 $1.38M 0.22% +8,861 Timeline SPDW 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; 2015Q1: 68,646 shares; 2015Q2: 69,124 shares; 2015Q3: 74,961 shares; 2015Q4: 77,017 shares; 2016Q1: 65,434 shares; 2016Q2: 42,347 shares; 2016Q3: 51,661 shares; 2016Q4: 52,448 shares 52,448 $1.35M 0.22% +787 Timeline FEZ 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; 2015Q1: 17,628 shares; 2015Q2: 17,672 shares; 2015Q3: 17,853 shares; 2015Q4: 67,093 shares; 2016Q1: 63,393 shares; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 38,600 shares 38,600 $1.29M 0.21% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 29,299 shares; 2015Q4: 32,148 shares; 2016Q1: 40,824 shares; 2016Q2: 9,876 shares; 2016Q3: 7,678 shares; 2016Q4: 9,090 shares 9,090 $1.11M 0.18% +1,412 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 167,041 shares; 2015Q2: 158,796 shares; 2015Q3: 134,923 shares; 2015Q4: 198,361 shares; 2016Q1: 27,196 shares; 2016Q2: 25,518 shares; 2016Q3: 26,510 shares; 2016Q4: 31,438 shares 31,438 $1.1M 0.18% +4,928 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 21,310 shares; 2016Q2: 4,430 shares; 2016Q3: 4,357 shares; 2016Q4: 4,596 shares 4,596 $1.1M 0.18% +239 Timeline VWO 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; 2015Q1: 141,168 shares; 2015Q2: 139,984 shares; 2015Q3: 98,201 shares; 2015Q4: 66,126 shares; 2016Q1: 11,863 shares; 2016Q2: 11,780 shares; 2016Q3: 12,180 shares; 2016Q4: 30,023 shares 30,023 $1.07M 0.17% +17,843 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 7,981 shares; 2016Q2: 9,047 shares; 2016Q3: 8,825 shares; 2016Q4: 10,572 shares 10,572 $1.03M 0.17% +1,747 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 1,190 shares; 2016Q2: 1,170 shares; 2016Q3: 1,075 shares; 2016Q4: 1,322 shares 1,322 $1.02M 0.17% +247 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; 2015Q1: 10,810 shares; 2015Q2: 10,814 shares; 2015Q3: 10,818 shares; 2015Q4: 10,843 shares; 2016Q1: 11,346 shares; 2016Q2: 10,850 shares; 2016Q3: 10,854 shares; 2016Q4: 11,363 shares 11,363 $972K 0.16% +509 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 13,323 shares; 2016Q2: 12,823 shares; 2016Q3: 12,542 shares; 2016Q4: 13,067 shares 13,067 $944K 0.15% +525 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 17,774 shares; 2016Q2: 15,881 shares; 2016Q3: 15,555 shares; 2016Q4: 16,709 shares 16,709 $892K 0.14% +1,154 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 3,573 shares; 2016Q2: 3,070 shares; 2016Q3: 4,644 shares; 2016Q4: 4,844 shares 4,844 $865K 0.14% +200 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 6,717 shares; 2016Q2: 6,672 shares; 2016Q3: 6,504 shares; 2016Q4: 7,326 shares 7,326 $756K 0.12% +822 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 3,179 shares; 2016Q2: 2,579 shares; 2016Q3: not reported; 2016Q4: 4,614 shares 4,614 $752K 0.12% new Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 8,957 shares; 2016Q2: 8,470 shares; 2016Q3: 8,485 shares; 2016Q4: 8,736 shares 8,736 $723K 0.12% +251 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 5,107 shares; 2016Q2: 5,719 shares; 2016Q3: 5,599 shares; 2016Q4: 6,553 shares 6,553 $692K 0.11% +954 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 4,594 shares; 2016Q2: 4,593 shares; 2016Q3: 4,978 shares; 2016Q4: 5,639 shares 5,639 $686K 0.11% +661 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 14,798 shares; 2016Q2: 12,598 shares; 2016Q3: 12,440 shares; 2016Q4: 12,764 shares 12,764 $676K 0.11% +324 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 9,294 shares; 2016Q2: 8,412 shares; 2016Q3: 8,412 shares; 2016Q4: 9,863 shares 9,863 $667K 0.11% +1,451 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 9,593 shares; 2016Q2: 6,521 shares; 2016Q3: 10,521 shares; 2016Q4: 10,921 shares 10,921 $643K 0.1% +400 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 8,018 shares; 2016Q2: 7,981 shares; 2016Q3: 7,931 shares; 2016Q4: 8,204 shares 8,204 $639K 0.1% +273 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 6,488 shares; 2016Q2: 6,488 shares; 2016Q3: 6,375 shares; 2016Q4: 9,563 shares 9,563 $634K 0.1% +3,188 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 42,859 shares; 2016Q2: 13,907 shares; 2016Q3: 10,740 shares; 2016Q4: 9,543 shares 9,543 $622K 0.1% -1,197 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 10,802 shares; 2016Q2: 10,602 shares; 2016Q3: 9,849 shares; 2016Q4: 9,689 shares 9,689 $538K 0.09% -160 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; 2015Q1: 9,654 shares; 2015Q2: 9,578 shares; 2015Q3: 7,216 shares; 2015Q4: 16,791 shares; 2016Q1: 16,079 shares; 2016Q2: 10,179 shares; 2016Q3: 6,527 shares; 2016Q4: 6,420 shares 6,420 $519K 0.08% -107 Timeline Dow Chemical Company Dow Chemical Company More: the full row for Dow Chemical Company Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 4,700 shares; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 4,347 shares; 2016Q1: 11,764 shares; 2016Q2: 9,833 shares; 2016Q3: 8,667 shares; 2016Q4: 8,958 shares 8,958 $513K 0.08% +291 FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 4,800 shares; 2016Q2: 4,800 shares; 2016Q3: 4,800 shares; 2016Q4: 4,800 shares 4,800 $510K 0.08% 0 Timeline GWX 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 20,814 shares; 2016Q2: 17,339 shares; 2016Q3: 16,149 shares; 2016Q4: 17,576 shares 17,576 $510K 0.08% +1,427 Timeline ETFS PRECIOUS METALSBASKET … ETFS PRECIOUS METALSBASKET TR ETF… More: the full row for ETFS PRECIOUS METALSBASKET TR ETFS PHYSICAL PM BASKET SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 7,900 shares; 2016Q4: 8,775 shares 8,775 $505K 0.08% +875 AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 7,437 shares; 2016Q2: 7,036 shares; 2016Q3: not reported; 2016Q4: 6,256 shares 6,256 $463K 0.08% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 10,941 shares; 2016Q2: 7,005 shares; 2016Q3: 8,061 shares; 2016Q4: 12,639 shares 12,639 $437K 0.07% +4,578 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 3,703 shares; 2016Q2: 3,703 shares; 2016Q3: 3,703 shares; 2016Q4: 4,103 shares 4,103 $425K 0.07% +400 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 11,500 shares; 2015Q2: 11,500 shares; 2015Q3: 9,000 shares; 2015Q4: 12,000 shares; 2016Q1: 12,000 shares; 2016Q2: 12,000 shares; 2016Q3: 12,000 shares; 2016Q4: 12,000 shares 12,000 $418K 0.07% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 3,730 shares 3,730 $407K 0.07% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 7,800 shares; 2016Q2: 7,800 shares; 2016Q3: 5,809 shares; 2016Q4: 7,309 shares 7,309 $407K 0.07% +1,500 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 7,172 shares; 2016Q2: 7,177 shares; 2016Q3: 7,183 shares; 2016Q4: 7,989 shares 7,989 $406K 0.07% +806 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 26,408 shares; 2015Q4: 26,926 shares; 2016Q1: 30,711 shares; 2016Q2: 29,862 shares; 2016Q3: not reported; 2016Q4: 3,847 shares 3,847 $401K 0.07% new Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 9,490 shares 9,490 $398K 0.06% new 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 2,285 shares; 2016Q2: 2,384 shares; 2016Q3: 2,384 shares; 2016Q4: 2,884 shares 2,884 $349K 0.06% +500 Timeline Vaneck Vectors AMT-Free Int… Vaneck Vectors AMT-Free Inter More: the full row for Vaneck Vectors AMT-Free Inter Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 19,335 shares; 2016Q3: 15,001 shares; 2016Q4: 15,000 shares 15,000 $348K 0.06% -1 SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 2,492 shares; 2016Q2: 2,492 shares; 2016Q3: 2,375 shares; 2016Q4: 2,875 shares 2,875 $344K 0.06% +500 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; 2015Q1: not reported; 2015Q2: 40,500 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 9,804 shares; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 7,579 shares 7,579 $322K 0.05% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 4,800 shares; 2016Q4: 4,800 shares 4,800 $314K 0.05% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 5,115 shares; 2015Q2: 5,115 shares; 2015Q3: 4,733 shares; 2015Q4: 4,734 shares; 2016Q1: 6,942 shares; 2016Q2: 7,155 shares; 2016Q3: 6,037 shares; 2016Q4: 5,971 shares 5,971 $303K 0.05% -66 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 6,131 shares; 2016Q1: 6,162 shares; 2016Q2: 4,842 shares; 2016Q3: 3,750 shares; 2016Q4: 3,512 shares 3,512 $301K 0.05% -238 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 6,597 shares; 2016Q2: 5,342 shares; 2016Q3: 5,342 shares; 2016Q4: 5,417 shares 5,417 $295K 0.05% +75 IVOO 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; 2015Q1: 3,116 shares; 2015Q2: 2,927 shares; 2015Q3: 3,159 shares; 2015Q4: 3,342 shares; 2016Q1: 3,012 shares; 2016Q2: 2,585 shares; 2016Q3: 2,585 shares; 2016Q4: 2,508 shares 2,508 $279K 0.05% -77 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 17,370 shares; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 795 shares; 2016Q4: 902 shares 902 $272K 0.04% +107 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 2,122 shares; 2015Q2: 1,987 shares; 2015Q3: 2,284 shares; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 2,243 shares 2,243 $259K 0.04% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 1,891 shares 1,891 $250K 0.04% new Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 14,382 shares; 2016Q3: 14,395 shares; 2016Q4: 14,395 shares 14,395 $248K 0.04% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 1,783 shares 1,783 $240K 0.04% new 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 6,260 shares; 2016Q2: 4,852 shares; 2016Q3: 4,747 shares; 2016Q4: 5,647 shares 5,647 $234K 0.04% +900 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: 17,000 shares; 2016Q4: 17,000 shares 17,000 $232K 0.04% 0 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; 2015Q1: 20,725 shares; 2015Q2: 11,046 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 413,160 shares; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 4,052 shares 4,052 $220K 0.04% new 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 1,369 shares 1,369 $219K 0.04% new Timeline HYLS 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 68,410 shares; 2016Q3: 72,875 shares; 2016Q4: 4,506 shares 4,506 $217K 0.04% -68,369 Timeline