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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 216,124 shares; 2021Q1: 282,243 shares; 2021Q2: 281,397 shares; 2021Q3: 277,006 shares 277,006 $41.5M 9.56% -4,391 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; 2019Q4: 71,804 shares; 2020Q1: 67,619 shares; 2020Q2: 130,612 shares; 2020Q3: 90,614 shares; 2020Q4: 92,616 shares; 2021Q1: 93,201 shares; 2021Q2: 74,883 shares; 2021Q3: 77,663 shares 77,663 $27.8M 6.4% +2,780 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; 2019Q4: not reported; 2020Q1: 236 shares; 2020Q2: 1,978 shares; 2020Q3: 108,652 shares; 2020Q4: 60,526 shares; 2021Q1: 53,785 shares; 2021Q2: 59,392 shares; 2021Q3: 64,079 shares 64,079 $27.5M 6.34% +4,687 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 103,693 shares; 2020Q1: 100,357 shares; 2020Q2: 97,506 shares; 2020Q3: 93,258 shares; 2020Q4: 101,007 shares; 2021Q1: 99,109 shares; 2021Q2: 84,954 shares; 2021Q3: 82,159 shares 82,159 $20.3M 4.68% -2,795 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 42,283 shares; 2020Q4: 168,460 shares; 2021Q1: 176,331 shares; 2021Q2: 180,977 shares; 2021Q3: 178,752 shares 178,752 $19.2M 4.41% -2,225 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 104,119 shares; 2021Q1: 125,147 shares; 2021Q2: 132,339 shares; 2021Q3: 136,587 shares 136,587 $18.5M 4.26% +4,248 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 472 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 51,517 shares; 2021Q1: 88,036 shares; 2021Q2: 60,815 shares; 2021Q3: 62,221 shares 62,221 $13.6M 3.14% +1,406 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; 2019Q4: 185,810 shares; 2020Q1: 163,314 shares; 2020Q2: 194,641 shares; 2020Q3: 124,074 shares; 2020Q4: 81,159 shares; 2021Q1: 77,426 shares; 2021Q2: 76,370 shares; 2021Q3: 76,391 shares 76,391 $12.5M 2.89% +21 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 3,527 shares; 2020Q1: 7,143 shares; 2020Q2: 40,602 shares; 2020Q3: 40,227 shares; 2020Q4: 40,632 shares; 2021Q1: 42,012 shares; 2021Q2: 43,527 shares; 2021Q3: 41,916 shares 41,916 $11.8M 2.72% -1,611 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 300,616 shares 300,616 $11.4M 2.64% new 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 223,631 shares; 2021Q3: 218,932 shares 218,932 $11.4M 2.63% -4,699 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 94,615 shares; 2020Q1: 148,385 shares; 2020Q2: 168,124 shares; 2020Q3: 176,732 shares; 2020Q4: 178,942 shares; 2021Q1: 185,633 shares; 2021Q2: 201,841 shares; 2021Q3: 212,130 shares 212,130 $10.7M 2.47% +10,289 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 219,155 shares; 2021Q1: 273,599 shares; 2021Q2: 253,444 shares; 2021Q3: 357,927 shares 357,927 $9.82M 2.26% +104,483 Timeline RWJ 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 77,780 shares; 2021Q3: 77,521 shares 77,521 $9.06M 2.09% -259 Timeline FXR 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 324,900 shares; 2021Q3: 154,530 shares 154,530 $8.86M 2.04% -170,370 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; 2019Q4: 37,634 shares; 2020Q1: 37,205 shares; 2020Q2: 43,855 shares; 2020Q3: 46,650 shares; 2020Q4: 46,988 shares; 2021Q1: 47,870 shares; 2021Q2: 51,873 shares; 2021Q3: 55,371 shares 55,371 $8.77M 2.02% +3,498 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 97,617 shares; 2020Q1: 94,079 shares; 2020Q2: 93,945 shares; 2020Q3: 97,845 shares; 2020Q4: 93,715 shares; 2021Q1: 98,861 shares; 2021Q2: 110,989 shares; 2021Q3: 119,532 shares 119,532 $7.65M 1.76% +8,543 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 69,251 shares; 2020Q1: 101,408 shares; 2020Q2: 97,819 shares; 2020Q3: 103,672 shares; 2020Q4: 114,981 shares; 2021Q1: 121,679 shares; 2021Q2: 135,232 shares; 2021Q3: 144,645 shares 144,645 $7.51M 1.73% +9,413 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 16,004 shares; 2020Q1: 14,980 shares; 2020Q2: 14,836 shares; 2020Q3: 57,161 shares; 2020Q4: 53,397 shares; 2021Q1: 52,123 shares; 2021Q2: 53,593 shares; 2021Q3: 51,779 shares 51,779 $7.33M 1.69% -1,814 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 248,725 shares; 2020Q4: 345,470 shares; 2021Q1: 109,938 shares; 2021Q2: 126,332 shares; 2021Q3: 122,640 shares 122,640 $6.79M 1.57% -3,692 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 64,713 shares; 2020Q3: 60,563 shares; 2020Q4: 62,276 shares; 2021Q1: 64,853 shares; 2021Q2: 65,006 shares; 2021Q3: 63,913 shares 63,913 $6.58M 1.52% -1,093 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 88,763 shares; 2021Q2: 110,688 shares; 2021Q3: 108,737 shares 108,737 $6.48M 1.49% -1,951 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 17,464 shares; 2021Q2: 17,076 shares; 2021Q3: 16,793 shares 16,793 $6.35M 1.46% -283 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 135,184 shares; 2020Q2: 87,028 shares; 2020Q3: 83,652 shares; 2020Q4: 89,746 shares; 2021Q1: 99,171 shares; 2021Q2: 128,312 shares; 2021Q3: 126,181 shares 126,181 $6.34M 1.46% -2,131 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 1,936 shares; 2020Q2: 30,448 shares; 2020Q3: 22,799 shares; 2020Q4: 23,717 shares; 2021Q1: 24,370 shares; 2021Q2: 24,095 shares; 2021Q3: 23,500 shares 23,500 $6.12M 1.41% -595 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; 2019Q4: 2,196 shares; 2020Q1: 1,885 shares; 2020Q2: 3,018 shares; 2020Q3: 3,012 shares; 2020Q4: 3,094 shares; 2021Q1: 1,852 shares; 2021Q2: 1,816 shares; 2021Q3: 1,831 shares 1,831 $6.01M 1.39% +15 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 29,917 shares; 2021Q1: 30,264 shares; 2021Q2: 24,955 shares; 2021Q3: 24,297 shares 24,297 $5.97M 1.38% -658 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 200 shares; 2020Q2: 51,947 shares; 2020Q3: 51,107 shares; 2020Q4: 50,691 shares; 2021Q1: 51,194 shares; 2021Q2: 55,471 shares; 2021Q3: 54,775 shares 54,775 $5.91M 1.36% -696 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; 2019Q4: 26,146 shares; 2020Q1: 25,330 shares; 2020Q2: 29,433 shares; 2020Q3: 31,681 shares; 2020Q4: 34,446 shares; 2021Q1: 36,471 shares; 2021Q2: 36,179 shares; 2021Q3: 35,338 shares 35,338 $5.79M 1.33% -841 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; 2019Q4: 73,105 shares; 2020Q1: 72,210 shares; 2020Q2: 85,271 shares; 2020Q3: 90,423 shares; 2020Q4: 90,643 shares; 2021Q1: 94,896 shares; 2021Q2: 106,823 shares; 2021Q3: 115,972 shares 115,972 $4.2M 0.97% +9,149 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 13,578 shares; 2020Q1: 14,217 shares; 2020Q2: 18,855 shares; 2020Q3: 20,902 shares; 2020Q4: 25,863 shares; 2021Q1: 31,110 shares; 2021Q2: 31,189 shares; 2021Q3: 31,661 shares 31,661 $3.96M 0.91% +472 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,834 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 16,296 shares; 2021Q2: 17,066 shares; 2021Q3: 17,249 shares 17,249 $3.38M 0.78% +183 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 10,483 shares; 2020Q1: 10,484 shares; 2020Q2: 11,772 shares; 2020Q3: 7,497 shares; 2020Q4: 8,516 shares; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 12,542 shares 12,542 $3.33M 0.77% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 8,591 shares; 2020Q4: 11,313 shares; 2021Q1: 15,498 shares; 2021Q2: 17,304 shares; 2021Q3: 17,556 shares 17,556 $3.2M 0.74% +252 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 20,268 shares 20,268 $3.04M 0.7% new 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; 2019Q4: 8,901 shares; 2020Q1: 8,933 shares; 2020Q2: 46,097 shares; 2020Q3: 45,130 shares; 2020Q4: 46,164 shares; 2021Q1: 49,215 shares; 2021Q2: 56,572 shares; 2021Q3: 56,065 shares 56,065 $3.03M 0.7% -507 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 12,817 shares; 2020Q3: 12,468 shares; 2020Q4: 12,619 shares; 2021Q1: 13,005 shares; 2021Q2: 13,753 shares; 2021Q3: 12,801 shares 12,801 $2.96M 0.68% -952 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 2,837 shares; 2020Q1: 2,877 shares; 2020Q2: 4,953 shares; 2020Q3: 2,877 shares; 2020Q4: 3,564 shares; 2021Q1: 3,644 shares; 2021Q2: 3,623 shares; 2021Q3: 14,279 shares 14,279 $2.96M 0.68% +10,656 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 130,663 shares; 2020Q3: 284,747 shares; 2020Q4: 294,129 shares; 2021Q1: 44,212 shares; 2021Q2: 43,785 shares; 2021Q3: 43,562 shares 43,562 $2.88M 0.66% -223 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 26,987 shares; 2021Q3: 26,266 shares 26,266 $2.76M 0.64% -721 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; 2019Q4: not reported; 2020Q1: 2,166 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 76,432 shares; 2021Q2: 77,900 shares; 2021Q3: 72,468 shares 72,468 $2.72M 0.63% -5,432 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 75 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,641 shares; 2021Q1: 12,941 shares; 2021Q2: 13,514 shares; 2021Q3: 12,957 shares 12,957 $2.49M 0.57% -557 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 97,102 shares; 2021Q2: 99,124 shares; 2021Q3: 107,994 shares 107,994 $2.4M 0.55% +8,870 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 660 shares; 2020Q2: 731 shares; 2020Q3: 3,174 shares; 2020Q4: 3,781 shares; 2021Q1: 3,735 shares; 2021Q2: 3,789 shares; 2021Q3: 3,816 shares 3,816 $2.38M 0.55% +27 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 150 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 8,342 shares; 2021Q1: 9,416 shares; 2021Q2: 5,658 shares; 2021Q3: 5,694 shares 5,694 $2.33M 0.54% +36 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 9,786 shares; 2020Q3: 6,834 shares; 2020Q4: 8,523 shares; 2021Q1: 9,066 shares; 2021Q2: 9,029 shares; 2021Q3: 8,881 shares 8,881 $2.29M 0.53% -148 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,963 shares; 2021Q1: 10,027 shares; 2021Q2: 18,484 shares; 2021Q3: 29,160 shares 29,160 $2.28M 0.53% +10,676 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,525 shares; 2020Q1: 4,885 shares; 2020Q2: 6,200 shares; 2020Q3: 5,343 shares; 2020Q4: 6,585 shares; 2021Q1: 7,022 shares; 2021Q2: 7,028 shares; 2021Q3: 7,114 shares 7,114 $2.05M 0.47% +86 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 4,087 shares; 2020Q1: 4,076 shares; 2020Q2: 4,643 shares; 2020Q3: 3,252 shares; 2020Q4: 4,045 shares; 2021Q1: 2,980 shares; 2021Q2: 3,163 shares; 2021Q3: 3,188 shares 3,188 $1.83M 0.42% +25 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 15,310 shares; 2020Q3: 16,145 shares; 2020Q4: 16,321 shares; 2021Q1: 14,452 shares; 2021Q2: 13,095 shares; 2021Q3: 13,594 shares 13,594 $1.62M 0.37% +499 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 30,477 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 28,398 shares; 2021Q2: 28,652 shares; 2021Q3: 28,669 shares 28,669 $1.53M 0.35% +17 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 6,114 shares; 2020Q4: 6,114 shares; 2021Q1: 6,272 shares; 2021Q2: 6,273 shares; 2021Q3: 6,263 shares 6,263 $1.5M 0.35% -10 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 4,127 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,082 shares; 2021Q1: 9,274 shares; 2021Q2: 32,768 shares; 2021Q3: 37,456 shares 37,456 $1.47M 0.34% +4,688 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 69,123 shares; 2020Q2: 186,500 shares; 2020Q3: 248,495 shares; 2020Q4: 256,354 shares; 2021Q1: 83,182 shares; 2021Q2: 77,636 shares; 2021Q3: 12,007 shares 12,007 $1.38M 0.32% -65,629 Timeline XLP 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; 2019Q4: 144,572 shares; 2020Q1: 142,744 shares; 2020Q2: 142,340 shares; 2020Q3: 141,168 shares; 2020Q4: 141,465 shares; 2021Q1: 16,018 shares; 2021Q2: 20,215 shares; 2021Q3: 19,962 shares 19,962 $1.37M 0.32% -253 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 31 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,775 shares; 2021Q1: 6,387 shares; 2021Q2: 12,337 shares; 2021Q3: 12,777 shares 12,777 $1.3M 0.3% +440 Timeline QQQM 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 8,308 shares 8,308 $1.22M 0.28% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,729 shares; 2021Q1: 3,734 shares; 2021Q2: 3,739 shares; 2021Q3: 3,745 shares 3,745 $1.03M 0.24% +6 Timeline RDIV 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; 2019Q4: 190,807 shares; 2020Q1: 496 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 20,798 shares; 2021Q3: 24,675 shares 24,675 $961K 0.22% +3,877 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; 2019Q4: 751 shares; 2020Q1: 751 shares; 2020Q2: 751 shares; 2020Q3: 694 shares; 2020Q4: 2,389 shares; 2021Q1: 2,366 shares; 2021Q2: 2,366 shares; 2021Q3: 2,378 shares 2,378 $938K 0.22% +12 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; 2019Q4: not reported; 2020Q1: 206,657 shares; 2020Q2: not reported; 2020Q3: 9,646 shares; 2020Q4: 9,446 shares; 2021Q1: 9,703 shares; 2021Q2: 13,876 shares; 2021Q3: 14,608 shares 14,608 $859K 0.2% +732 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 212,625 shares; 2020Q1: 200,415 shares; 2020Q2: 10,562 shares; 2020Q3: 10,562 shares; 2020Q4: 10,248 shares; 2021Q1: 10,162 shares; 2021Q2: 10,070 shares; 2021Q3: 10,070 shares 10,070 $736K 0.17% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 13,229 shares; 2020Q1: 12,925 shares; 2020Q2: 19,619 shares; 2020Q3: 23,346 shares; 2020Q4: 23,339 shares; 2021Q1: 15,282 shares; 2021Q2: 14,152 shares; 2021Q3: 14,396 shares 14,396 $722K 0.17% +244 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,384 shares; 2021Q2: 6,292 shares; 2021Q3: 6,255 shares 6,255 $698K 0.16% -37 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,975 shares; 2021Q1: 3,991 shares; 2021Q2: 4,006 shares; 2021Q3: 4,026 shares 4,026 $630K 0.15% +20 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 6,518 shares; 2020Q1: 6,462 shares; 2020Q2: 8,070 shares; 2020Q3: 9,046 shares; 2020Q4: 10,827 shares; 2021Q1: 2,300 shares; 2021Q2: 2,702 shares; 2021Q3: 2,687 shares 2,687 $599K 0.14% -15 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 105,936 shares; 2020Q3: 108,077 shares; 2020Q4: 91,461 shares; 2021Q1: 8,502 shares; 2021Q2: 4,435 shares; 2021Q3: 3,988 shares 3,988 $531K 0.12% -447 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 800 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 10,076 shares; 2021Q3: 10,988 shares 10,988 $473K 0.11% +912 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; 2019Q4: 1,019 shares; 2020Q1: 959 shares; 2020Q2: 959 shares; 2020Q3: 959 shares; 2020Q4: 959 shares; 2021Q1: 959 shares; 2021Q2: 959 shares; 2021Q3: 959 shares 959 $461K 0.11% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 1,250 shares; 2020Q1: 1,250 shares; 2020Q2: 1,250 shares; 2020Q3: 1,250 shares; 2020Q4: 1,331 shares; 2021Q1: 1,306 shares; 2021Q2: 1,354 shares; 2021Q3: 1,314 shares 1,314 $457K 0.11% -40 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 3,796 shares; 2020Q1: 3,796 shares; 2020Q2: 3,776 shares; 2020Q3: 3,776 shares; 2020Q4: 3,702 shares; 2021Q1: 3,702 shares; 2021Q2: 4,290 shares; 2021Q3: 4,180 shares 4,180 $456K 0.11% -110 Timeline SPEM 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; 2019Q4: 14,556 shares; 2020Q1: 11,978 shares; 2020Q2: 10,468 shares; 2020Q3: 10,468 shares; 2020Q4: 10,468 shares; 2021Q1: 10,468 shares; 2021Q2: 10,468 shares; 2021Q3: 10,468 shares 10,468 $445K 0.1% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: 38,000 shares; 2020Q1: 36,622 shares; 2020Q2: 36,072 shares; 2020Q3: 33,273 shares; 2020Q4: 31,836 shares; 2021Q1: 2,512 shares; 2021Q2: 2,419 shares; 2021Q3: 2,376 shares 2,376 $426K 0.1% -43 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 0 shares; 2020Q2: 108,835 shares; 2020Q3: 58,992 shares; 2020Q4: 57,873 shares; 2021Q1: 2,611 shares; 2021Q2: 3,349 shares; 2021Q3: 3,104 shares 3,104 $409K 0.09% -245 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 6,070 shares; 2021Q3: 6,763 shares 6,763 $378K 0.09% +693 Timeline ATLASSIAN CORP ATLASSIAN CORP More: the full row for ATLASSIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 1,066 shares; 2020Q2: 1,197 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 831 shares; 2021Q3: 901 shares 901 $353K 0.08% +70 LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,368 shares; 2021Q1: 1,476 shares; 2021Q2: 1,673 shares; 2021Q3: 1,595 shares 1,595 $351K 0.08% -78 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; 2019Q4: not reported; 2020Q1: 100 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,977 shares; 2021Q3: 2,394 shares 2,394 $333K 0.08% +417 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; 2019Q4: not reported; 2020Q1: 57,136 shares; 2020Q2: 60,764 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,116 shares; 2021Q3: 4,689 shares 4,689 $328K 0.08% +573 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 9,858 shares; 2021Q3: 9,689 shares 9,689 $324K 0.07% -169 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 325 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,634 shares; 2021Q3: 1,845 shares 1,845 $324K 0.07% +211 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 15,021 shares; 2021Q3: 17,351 shares 17,351 $322K 0.07% +2,330 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 6,247 shares; 2021Q3: 7,146 shares 7,146 $310K 0.07% +899 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 23,475 shares; 2021Q3: 26,684 shares 26,684 $309K 0.07% +3,209 C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,729 shares; 2021Q3: 4,392 shares 4,392 $308K 0.07% +663 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; 2019Q4: not reported; 2020Q1: 200 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 5,249 shares; 2021Q3: 5,870 shares 5,870 $308K 0.07% +621 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,713 shares; 2021Q3: 4,106 shares 4,106 $308K 0.07% +393 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,335 shares 2,335 $304K 0.07% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,173 shares; 2021Q3: 4,904 shares 4,904 $302K 0.07% +731 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,134 shares; 2021Q3: 4,805 shares 4,805 $287K 0.07% +671 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 2,010 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 5,111 shares; 2021Q3: 4,934 shares 4,934 $276K 0.06% -177 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; 2019Q4: 4,269 shares; 2020Q1: 3,921 shares; 2020Q2: 2,942 shares; 2020Q3: 2,622 shares; 2020Q4: 2,576 shares; 2021Q1: 2,466 shares; 2021Q2: 2,170 shares; 2021Q3: 2,046 shares 2,046 $261K 0.06% -124 Timeline XLK 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; 2019Q4: 2,356 shares; 2020Q1: 2,284 shares; 2020Q2: not reported; 2020Q3: 1,734 shares; 2020Q4: 1,734 shares; 2021Q1: 1,734 shares; 2021Q2: 1,734 shares; 2021Q3: 1,734 shares 1,734 $259K 0.06% 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; 2019Q4: not reported; 2020Q1: 4 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 91 shares; 2021Q3: 95 shares 95 $254K 0.06% +4 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; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,171 shares; 2021Q2: 1,085 shares; 2021Q3: 1,085 shares 1,085 $241K 0.06% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: 20 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 396 shares; 2021Q1: 367 shares; 2021Q2: not reported; 2021Q3: 307 shares 307 $238K 0.05% new Timeline FDN 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; 2019Q4: not reported; 2020Q1: 357 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 990 shares; 2021Q1: 990 shares; 2021Q2: 990 shares; 2021Q3: 990 shares 990 $234K 0.05% 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; 2019Q4: not reported; 2020Q1: 725 shares; 2020Q2: 1,123 shares; 2020Q3: 1,123 shares; 2020Q4: 1,123 shares; 2021Q1: 837 shares; 2021Q2: 850 shares; 2021Q3: 849 shares 849 $232K 0.05% -1 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; 2019Q4: not reported; 2020Q1: 366 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 747 shares; 2021Q3: 703 shares 703 $231K 0.05% -44 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,716 shares; 2021Q2: 1,590 shares; 2021Q3: 1,325 shares 1,325 $202K 0.05% -265 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; 2019Q4: 5,759 shares; 2020Q1: 5,706 shares; 2020Q2: 14,221 shares; 2020Q3: 12,435 shares; 2020Q4: 12,035 shares; 2021Q1: 12,213 shares; 2021Q2: 8,255 shares; 2021Q3: 7,460 shares 7,460 $201K 0.05% -795 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 20,000 shares; 2021Q2: 20,000 shares; 2021Q3: 20,000 shares 20,000 $18K <0.01% 0 Timeline