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; 2019Q2: 336,944 shares; 2019Q3: 861,344 shares; 2019Q4: 858,333 shares; 2020Q1: 845,892 shares; 2020Q2: 1,198,132 shares; 2020Q3: 1,001,574 shares; 2020Q4: 1,006,210 shares; 2021Q1: 1,249,383 shares 1,249,383 $166M 7.64% +243,173 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: 422,740 shares; 2019Q4: 658,433 shares; 2020Q1: 919,467 shares; 2020Q2: 1,282,351 shares; 2020Q3: 1,329,854 shares; 2020Q4: 1,352,616 shares; 2021Q1: 1,869,846 shares 1,869,846 $99.2M 4.57% +517,230 Timeline XLY 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; 2019Q2: 359,525 shares; 2019Q3: 448,381 shares; 2019Q4: 456,979 shares; 2020Q1: 364,118 shares; 2020Q2: 623,819 shares; 2020Q3: 559,332 shares; 2020Q4: 562,218 shares; 2021Q1: 589,909 shares 589,909 $99.1M 4.56% +27,691 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 670,455 shares; 2020Q3: 1,253,363 shares; 2020Q4: 1,274,553 shares; 2021Q1: 1,541,372 shares 1,541,372 $91M 4.19% +266,819 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,634,309 shares; 2019Q3: 1,025,183 shares; 2019Q4: 661,972 shares; 2020Q1: 447,372 shares; 2020Q2: 356,475 shares; 2020Q3: 533,474 shares; 2020Q4: 496,953 shares; 2021Q1: 701,461 shares 701,461 $79.2M 3.65% +204,508 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; 2019Q2: 3,126,658 shares; 2019Q3: 3,057,539 shares; 2019Q4: 3,398,008 shares; 2020Q1: 681,908 shares; 2020Q2: 1,149,590 shares; 2020Q3: 1,210,387 shares; 2020Q4: 1,680,532 shares; 2021Q1: 2,062,603 shares 2,062,603 $70.2M 3.23% +382,071 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 955,635 shares; 2021Q1: 2,813,411 shares 2,813,411 $70.2M 3.23% +1,857,776 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; 2019Q2: 214,577 shares; 2019Q3: 200,321 shares; 2019Q4: 517,061 shares; 2020Q1: 234,785 shares; 2020Q2: 400,251 shares; 2020Q3: 550,448 shares; 2020Q4: 549,807 shares; 2021Q1: 679,473 shares 679,473 $66.9M 3.08% +129,666 Timeline SRLN 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,308 shares; 2020Q1: 11,349 shares; 2020Q2: not reported; 2020Q3: 11,464 shares; 2020Q4: 666,634 shares; 2021Q1: 1,368,431 shares 1,368,431 $62.6M 2.88% +701,797 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 650,698 shares; 2019Q3: 19,134 shares; 2019Q4: 17,531 shares; 2020Q1: 20,932 shares; 2020Q2: 19,909 shares; 2020Q3: 265,874 shares; 2020Q4: 636,701 shares; 2021Q1: 853,270 shares 853,270 $54.9M 2.53% +216,569 Timeline XLC 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; 2019Q2: 513,273 shares; 2019Q3: 1,030,610 shares; 2019Q4: 1,035,187 shares; 2020Q1: 1,144,972 shares; 2020Q2: 1,138,353 shares; 2020Q3: 1,052,253 shares; 2020Q4: 804,373 shares; 2021Q1: 736,067 shares 736,067 $54M 2.48% -68,306 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,447,460 shares; 2019Q3: 1,427,737 shares; 2019Q4: 1,435,444 shares; 2020Q1: 102,808 shares; 2020Q2: 868,417 shares; 2020Q3: 875,243 shares; 2020Q4: 1,583,840 shares; 2021Q1: 2,108,888 shares 2,108,888 $52.8M 2.43% +525,048 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 527,668 shares; 2019Q3: 525,458 shares; 2019Q4: 527,559 shares; 2020Q1: 544,258 shares; 2020Q2: 549,453 shares; 2020Q3: 562,015 shares; 2020Q4: 563,053 shares; 2021Q1: 744,612 shares 744,612 $51M 2.35% +181,559 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 353,556 shares; 2021Q1: 874,004 shares 874,004 $45.3M 2.09% +520,448 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 917,748 shares; 2020Q1: not reported; 2020Q2: 954,640 shares; 2020Q3: 959,332 shares; 2020Q4: 967,555 shares; 2021Q1: 1,286,632 shares 1,286,632 $43M 1.98% +319,077 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 810 shares; 2020Q1: not reported; 2020Q2: 77,657 shares; 2020Q3: 77,870 shares; 2020Q4: 76,561 shares; 2021Q1: 99,659 shares 99,659 $42.3M 1.94% +23,098 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 324,206 shares; 2019Q3: 318,904 shares; 2019Q4: 320,732 shares; 2020Q1: 225,913 shares; 2020Q2: 164,189 shares; 2020Q3: 166,954 shares; 2020Q4: 169,513 shares; 2021Q1: 311,345 shares 311,345 $42.2M 1.94% +141,832 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 426,406 shares; 2019Q3: 398,198 shares; 2019Q4: 387,741 shares; 2020Q1: 321,665 shares; 2020Q2: 220,083 shares; 2020Q3: 189,101 shares; 2020Q4: 633,788 shares; 2021Q1: 476,733 shares 476,733 $41.8M 1.92% -157,055 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: 18,164 shares; 2019Q4: 11,428 shares; 2020Q1: 14,793 shares; 2020Q2: 246,303 shares; 2020Q3: 655,789 shares; 2020Q4: 664,932 shares; 2021Q1: 821,285 shares 821,285 $41.2M 1.9% +156,353 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,567,875 shares; 2019Q3: 1,557,368 shares; 2019Q4: 1,188,919 shares; 2020Q1: 855,108 shares; 2020Q2: 847,579 shares; 2020Q3: 826,251 shares; 2020Q4: 815,786 shares; 2021Q1: 887,619 shares 887,619 $41.2M 1.9% +71,833 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 266,965 shares; 2019Q3: 139,641 shares; 2019Q4: 137,533 shares; 2020Q1: 120,658 shares; 2020Q2: 156,278 shares; 2020Q3: not reported; 2020Q4: 609,971 shares; 2021Q1: 1,700,943 shares 1,700,943 $40.6M 1.87% +1,090,972 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,361,781 shares; 2020Q3: 1,204,108 shares; 2020Q4: 1,210,520 shares; 2021Q1: 751,189 shares 751,189 $38.1M 1.75% -459,331 Timeline World Gold TR World Gold TR More: the full row for World Gold TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,355,474 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,223,651 shares 2,223,651 $37.8M 1.74% new FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 418,957 shares; 2020Q2: 436,042 shares; 2020Q3: 456,114 shares; 2020Q4: 469,642 shares; 2021Q1: 643,975 shares 643,975 $36.3M 1.67% +174,333 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 66,968 shares; 2019Q3: 78,058 shares; 2019Q4: 80,895 shares; 2020Q1: 92,714 shares; 2020Q2: 97,957 shares; 2020Q3: 98,142 shares; 2020Q4: 521,573 shares; 2021Q1: 819,060 shares 819,060 $34.6M 1.59% +297,487 Timeline XLB 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; 2019Q2: 246,342 shares; 2019Q3: 242,608 shares; 2019Q4: 240,940 shares; 2020Q1: 6,264 shares; 2020Q2: 5,459 shares; 2020Q3: 218,482 shares; 2020Q4: 314,167 shares; 2021Q1: 419,179 shares 419,179 $33M 1.52% +105,012 Timeline PEJ 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 679,465 shares 679,465 $31.2M 1.44% new Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 13,984 shares; 2019Q3: 13,984 shares; 2019Q4: 13,984 shares; 2020Q1: 13,984 shares; 2020Q2: 14,018 shares; 2020Q3: 473,321 shares; 2020Q4: 481,260 shares; 2021Q1: 620,330 shares 620,330 $31.2M 1.43% +139,070 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; 2019Q2: 276,412 shares; 2019Q3: 8,483 shares; 2019Q4: 310,991 shares; 2020Q1: not reported; 2020Q2: 332,731 shares; 2020Q3: 355,644 shares; 2020Q4: not reported; 2021Q1: 630,530 shares 630,530 $30.9M 1.42% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 248,496 shares; 2019Q3: 246,998 shares; 2019Q4: 255,358 shares; 2020Q1: 256,288 shares; 2020Q2: 258,173 shares; 2020Q3: 276,656 shares; 2020Q4: 289,933 shares; 2021Q1: 316,817 shares 316,817 $30.4M 1.4% +26,884 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 71,119 shares; 2020Q3: 72,186 shares; 2020Q4: 72,602 shares; 2021Q1: 89,665 shares 89,665 $29.6M 1.36% +17,063 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; 2019Q2: 893,486 shares; 2019Q3: 1,188,463 shares; 2019Q4: 514,382 shares; 2020Q1: 720,630 shares; 2020Q2: 708,926 shares; 2020Q3: 710,461 shares; 2020Q4: 607,697 shares; 2021Q1: 426,368 shares 426,368 $29.1M 1.34% -181,329 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 74,421 shares; 2019Q3: 70,292 shares; 2019Q4: 70,024 shares; 2020Q1: 63,486 shares; 2020Q2: 59,837 shares; 2020Q3: 56,849 shares; 2020Q4: 56,540 shares; 2021Q1: 67,790 shares 67,790 $27M 1.24% +11,250 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 33,744 shares; 2019Q3: 33,744 shares; 2019Q4: 33,604 shares; 2020Q1: 36,387 shares; 2020Q2: 33,872 shares; 2020Q3: 73,716 shares; 2020Q4: 318,407 shares; 2021Q1: 384,803 shares 384,803 $26.1M 1.2% +66,396 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; 2019Q2: 480,916 shares; 2019Q3: 474,339 shares; 2019Q4: 589,972 shares; 2020Q1: 880,660 shares; 2020Q2: 496,998 shares; 2020Q3: 502,181 shares; 2020Q4: 284,267 shares; 2021Q1: 217,709 shares 217,709 $25.4M 1.17% -66,558 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; 2019Q2: 182,461 shares; 2019Q3: 172,309 shares; 2019Q4: 168,001 shares; 2020Q1: 161,532 shares; 2020Q2: 150,112 shares; 2020Q3: 149,272 shares; 2020Q4: 126,054 shares; 2021Q1: 105,941 shares 105,941 $24.2M 1.12% -20,113 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 372,455 shares; 2020Q3: 378,125 shares; 2020Q4: 375,954 shares; 2021Q1: 478,539 shares 478,539 $23.4M 1.08% +102,585 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 136,540 shares; 2019Q3: 137,598 shares; 2019Q4: 159,734 shares; 2020Q1: 164,662 shares; 2020Q2: 176,926 shares; 2020Q3: 223,470 shares; 2020Q4: 234,517 shares; 2021Q1: 263,404 shares 263,404 $14.2M 0.65% +28,887 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 418,638 shares; 2019Q3: 409,020 shares; 2019Q4: 401,369 shares; 2020Q1: 377,699 shares; 2020Q2: 373,880 shares; 2020Q3: 371,196 shares; 2020Q4: 365,362 shares; 2021Q1: 437,258 shares 437,258 $13.3M 0.61% +71,896 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; 2019Q2: 210,642 shares; 2019Q3: 243,400 shares; 2019Q4: 249,372 shares; 2020Q1: 242,324 shares; 2020Q2: 237,652 shares; 2020Q3: 232,422 shares; 2020Q4: 235,392 shares; 2021Q1: 274,323 shares 274,323 $12.8M 0.59% +38,931 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 16,244 shares; 2019Q3: 16,075 shares; 2019Q4: 16,286 shares; 2020Q1: 16,253 shares; 2020Q2: 15,709 shares; 2020Q3: 16,733 shares; 2020Q4: 66,011 shares; 2021Q1: 102,193 shares 102,193 $11.9M 0.55% +36,182 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 74,608 shares; 2019Q3: 72,223 shares; 2019Q4: 73,935 shares; 2020Q1: 61,071 shares; 2020Q2: 67,624 shares; 2020Q3: 67,431 shares; 2020Q4: 70,483 shares; 2021Q1: 88,523 shares 88,523 $10.1M 0.46% +18,040 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 7,580 shares; 2019Q3: 7,349 shares; 2019Q4: 7,418 shares; 2020Q1: 5,892 shares; 2020Q2: 6,175 shares; 2020Q3: 25,011 shares; 2020Q4: 24,580 shares; 2021Q1: 78,240 shares 78,240 $9.56M 0.44% +53,660 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: 1,110,482 shares; 2019Q4: 1,126,449 shares; 2020Q1: 586,764 shares; 2020Q2: 490,689 shares; 2020Q3: 519,505 shares; 2020Q4: 296,651 shares; 2021Q1: 395,732 shares 395,732 $9.36M 0.43% +99,081 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 207,684 shares 207,684 $8.52M 0.39% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 57,346 shares; 2019Q3: 57,518 shares; 2019Q4: 63,436 shares; 2020Q1: 77,727 shares; 2020Q2: 79,696 shares; 2020Q3: 90,001 shares; 2020Q4: 85,977 shares; 2021Q1: 85,016 shares 85,016 $8.47M 0.39% -961 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 197,552 shares; 2019Q3: 201,999 shares; 2019Q4: 208,090 shares; 2020Q1: 218,758 shares; 2020Q2: 216,410 shares; 2020Q3: 208,913 shares; 2020Q4: 205,434 shares; 2021Q1: 215,462 shares 215,462 $8.11M 0.37% +10,028 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 58,321 shares; 2019Q3: 59,347 shares; 2019Q4: 64,933 shares; 2020Q1: 77,931 shares; 2020Q2: 80,718 shares; 2020Q3: 90,775 shares; 2020Q4: 90,744 shares; 2021Q1: 93,812 shares 93,812 $6.98M 0.32% +3,068 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; 2019Q2: 30,103 shares; 2019Q3: 38,328 shares; 2019Q4: 51,107 shares; 2020Q1: 92,357 shares; 2020Q2: 103,802 shares; 2020Q3: 146,042 shares; 2020Q4: 155,119 shares; 2021Q1: 195,485 shares 195,485 $6.91M 0.32% +40,366 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; 2019Q2: 1,822 shares; 2019Q3: not reported; 2019Q4: 3,308 shares; 2020Q1: 8,579 shares; 2020Q2: 9,295 shares; 2020Q3: 16,025 shares; 2020Q4: 15,778 shares; 2021Q1: 16,335 shares 16,335 $5.95M 0.27% +557 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 33,914 shares; 2019Q3: 31,261 shares; 2019Q4: 32,142 shares; 2020Q1: 31,699 shares; 2020Q2: 30,988 shares; 2020Q3: 35,449 shares; 2020Q4: 39,272 shares; 2021Q1: 52,904 shares 52,904 $5.74M 0.26% +13,632 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; 2019Q2: 84,761 shares; 2019Q3: 87,794 shares; 2019Q4: 88,358 shares; 2020Q1: 83,862 shares; 2020Q2: 81,128 shares; 2020Q3: 78,312 shares; 2020Q4: not reported; 2021Q1: 110,541 shares 110,541 $5.43M 0.25% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 41,318 shares; 2019Q3: 42,494 shares; 2019Q4: 42,231 shares; 2020Q1: 76,775 shares; 2020Q2: 79,616 shares; 2020Q3: 103,318 shares; 2020Q4: 129,668 shares; 2021Q1: 174,770 shares 174,770 $4.58M 0.21% +45,102 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 18,010 shares; 2019Q3: 17,746 shares; 2019Q4: 18,319 shares; 2020Q1: 18,483 shares; 2020Q2: 16,683 shares; 2020Q3: 17,607 shares; 2020Q4: 16,395 shares; 2021Q1: 17,521 shares 17,521 $4.56M 0.21% +1,126 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 39,794 shares; 2019Q3: 40,322 shares; 2019Q4: 40,564 shares; 2020Q1: 43,138 shares; 2020Q2: 41,241 shares; 2020Q3: 41,913 shares; 2020Q4: 40,292 shares; 2021Q1: 41,813 shares 41,813 $4.54M 0.21% +1,521 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,977 shares; 2019Q3: 1,959 shares; 2019Q4: 1,957 shares; 2020Q1: 1,957 shares; 2020Q2: 1,957 shares; 2020Q3: 1,961 shares; 2020Q4: 1,957 shares; 2021Q1: 2,102 shares 2,102 $4.35M 0.2% +145 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 7,244 shares; 2019Q3: 7,038 shares; 2019Q4: 6,759 shares; 2020Q1: 5,950 shares; 2020Q2: 5,444 shares; 2020Q3: 5,212 shares; 2020Q4: 5,501 shares; 2021Q1: 17,623 shares 17,623 $4.16M 0.19% +12,122 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,874 shares; 2019Q3: 1,880 shares; 2019Q4: 1,879 shares; 2020Q1: 1,879 shares; 2020Q2: 1,881 shares; 2020Q3: 1,880 shares; 2020Q4: 1,917 shares; 2021Q1: 1,933 shares 1,933 $3.99M 0.18% +16 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 24,827 shares; 2019Q3: 24,930 shares; 2019Q4: 26,293 shares; 2020Q1: 19,947 shares; 2020Q2: 18,885 shares; 2020Q3: 18,206 shares; 2020Q4: 17,966 shares; 2021Q1: 26,542 shares 26,542 $3.45M 0.16% +8,576 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 58,181 shares; 2019Q3: 67,575 shares; 2019Q4: 70,120 shares; 2020Q1: 77,646 shares; 2020Q2: 78,897 shares; 2020Q3: 78,600 shares; 2020Q4: 74,714 shares; 2021Q1: 73,268 shares 73,268 $3.35M 0.15% -1,446 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 27,004 shares; 2019Q3: 19,414 shares; 2019Q4: 18,172 shares; 2020Q1: 19,677 shares; 2020Q2: 21,127 shares; 2020Q3: 19,710 shares; 2020Q4: 20,559 shares; 2021Q1: 32,124 shares 32,124 $3.27M 0.15% +11,565 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 31,692 shares; 2019Q3: 28,639 shares; 2019Q4: 29,427 shares; 2020Q1: 27,938 shares; 2020Q2: 27,540 shares; 2020Q3: 28,748 shares; 2020Q4: 31,302 shares; 2021Q1: 34,896 shares 34,896 $3.23M 0.15% +3,594 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 30,386 shares; 2019Q3: 304,455 shares; 2019Q4: 310,947 shares; 2020Q1: 308,303 shares; 2020Q2: 312,339 shares; 2020Q3: 317,594 shares; 2020Q4: 323,518 shares; 2021Q1: 52,478 shares 52,478 $3.21M 0.15% -271,040 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 35,189 shares 35,189 $3.12M 0.14% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 33,381 shares; 2019Q3: 33,750 shares; 2019Q4: 36,980 shares; 2020Q1: 41,954 shares; 2020Q2: 45,748 shares; 2020Q3: 59,832 shares; 2020Q4: 66,890 shares; 2021Q1: 74,053 shares 74,053 $3.04M 0.14% +7,163 Timeline iShares MSCI Frontier 100 iShares MSCI Frontier 100 More: the full row for iShares MSCI Frontier 100 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 61,604 shares; 2019Q3: 63,571 shares; 2019Q4: 67,127 shares; 2020Q1: 69,150 shares; 2020Q2: 71,114 shares; 2020Q3: 81,235 shares; 2020Q4: 84,664 shares; 2021Q1: 96,339 shares 96,339 $2.84M 0.13% +11,675 GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,164,068 shares; 2019Q3: 900,668 shares; 2019Q4: 916,970 shares; 2020Q1: 370,111 shares; 2020Q2: 60,634 shares; 2020Q3: 57,198 shares; 2020Q4: 57,471 shares; 2021Q1: 84,130 shares 84,130 $2.73M 0.13% +26,659 Timeline ETRACS BLOOMBERG CMDY TTL R… ETRACS BLOOMBERG CMDY TTL RTNSM E… More: the full row for ETRACS BLOOMBERG CMDY TTL RTNSM ETN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 128,610 shares; 2020Q3: 131,356 shares; 2020Q4: 129,957 shares; 2021Q1: 170,890 shares 170,890 $2.68M 0.12% +40,933 IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 31,818 shares; 2019Q3: 32,655 shares; 2019Q4: 32,107 shares; 2020Q1: 30,517 shares; 2020Q2: 27,759 shares; 2020Q3: 29,266 shares; 2020Q4: 27,980 shares; 2021Q1: 35,871 shares 35,871 $2.58M 0.12% +7,891 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 3,424 shares; 2019Q3: 3,424 shares; 2019Q4: 2,912 shares; 2020Q1: 2,865 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 30,731 shares 30,731 $2.53M 0.12% new 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; 2019Q2: 26,816 shares; 2019Q3: 28,156 shares; 2019Q4: 28,492 shares; 2020Q1: 26,314 shares; 2020Q2: 25,450 shares; 2020Q3: 25,358 shares; 2020Q4: 26,609 shares; 2021Q1: 48,528 shares 48,528 $2.53M 0.12% +21,919 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; 2019Q2: 74,552 shares; 2019Q3: 44,329 shares; 2019Q4: 35,743 shares; 2020Q1: 35,336 shares; 2020Q2: 35,572 shares; 2020Q3: 36,735 shares; 2020Q4: 39,112 shares; 2021Q1: 44,032 shares 44,032 $2.48M 0.11% +4,920 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 61,931 shares; 2019Q3: 61,339 shares; 2019Q4: 68,979 shares; 2020Q1: 81,934 shares; 2020Q2: 89,647 shares; 2020Q3: 105,253 shares; 2020Q4: 118,219 shares; 2021Q1: 101,146 shares 101,146 $2.35M 0.11% -17,073 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 24,638 shares; 2019Q3: 60,322 shares; 2019Q4: 60,825 shares; 2020Q1: 60,149 shares; 2020Q2: 59,544 shares; 2020Q3: 62,155 shares; 2020Q4: 62,359 shares; 2021Q1: 18,515 shares 18,515 $2.32M 0.11% -43,844 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 28,490 shares; 2019Q3: 28,490 shares; 2019Q4: 28,490 shares; 2020Q1: 25,390 shares; 2020Q2: 23,290 shares; 2020Q3: 20,590 shares; 2020Q4: 20,590 shares; 2021Q1: 23,290 shares 23,290 $2.13M 0.1% +2,700 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 17,541 shares 17,541 $2.07M 0.1% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,131 shares; 2019Q3: 5,423 shares; 2019Q4: 8,272 shares; 2020Q1: 11,858 shares; 2020Q2: 13,037 shares; 2020Q3: 17,244 shares; 2020Q4: 19,357 shares; 2021Q1: 26,512 shares 26,512 $2.06M 0.09% +7,155 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; 2019Q2: 5,655 shares; 2019Q3: 7,261 shares; 2019Q4: 10,356 shares; 2020Q1: 17,613 shares; 2020Q2: 20,130 shares; 2020Q3: 29,525 shares; 2020Q4: 32,579 shares; 2021Q1: 44,105 shares 44,105 $1.93M 0.09% +11,526 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; 2019Q2: 332 shares; 2019Q3: 194 shares; 2019Q4: 191 shares; 2020Q1: 163 shares; 2020Q2: 165 shares; 2020Q3: 182 shares; 2020Q4: 168 shares; 2021Q1: 601 shares 601 $1.86M 0.09% +433 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 35,514 shares 35,514 $1.82M 0.08% new Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 7,826 shares; 2020Q1: 16,693 shares; 2020Q2: 17,958 shares; 2020Q3: 29,025 shares; 2020Q4: 38,413 shares; 2021Q1: 52,399 shares 52,399 $1.8M 0.08% +13,986 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,811 shares; 2019Q3: 1,821 shares; 2019Q4: 1,978 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 12,672 shares 12,672 $1.79M 0.08% new 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; 2019Q2: 3,685 shares; 2019Q3: 3,919 shares; 2019Q4: 3,949 shares; 2020Q1: 4,463 shares; 2020Q2: 3,960 shares; 2020Q3: 3,462 shares; 2020Q4: 3,182 shares; 2021Q1: 4,374 shares 4,374 $1.73M 0.08% +1,192 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; 2019Q2: 21,026 shares; 2019Q3: 21,351 shares; 2019Q4: 21,212 shares; 2020Q1: 20,423 shares; 2020Q2: 20,620 shares; 2020Q3: 20,620 shares; 2020Q4: 34,808 shares; 2021Q1: 25,835 shares 25,835 $1.71M 0.08% -8,973 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 24,506 shares; 2019Q3: 26,334 shares; 2019Q4: 40,103 shares; 2020Q1: 36,791 shares; 2020Q2: 36,057 shares; 2020Q3: 40,087 shares; 2020Q4: 43,600 shares; 2021Q1: 65,166 shares 65,166 $1.69M 0.08% +21,566 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 52,382 shares; 2019Q3: 52,751 shares; 2019Q4: 54,063 shares; 2020Q1: 51,840 shares; 2020Q2: 52,544 shares; 2020Q3: 50,278 shares; 2020Q4: 50,217 shares; 2021Q1: 53,037 shares 53,037 $1.69M 0.08% +2,820 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,239,541 shares; 2019Q3: 1,995,433 shares; 2019Q4: 1,308,904 shares; 2020Q1: 46,855 shares; 2020Q2: 52,558 shares; 2020Q3: 48,757 shares; 2020Q4: 49,251 shares; 2021Q1: 33,338 shares 33,338 $1.68M 0.08% -15,913 Timeline HIGHLAND FDS I HIGHLAND FDS I More: the full row for HIGHLAND FDS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 87,352 shares; 2019Q3: 86,493 shares; 2019Q4: 90,500 shares; 2020Q1: 84,261 shares; 2020Q2: 82,910 shares; 2020Q3: 81,785 shares; 2020Q4: 85,575 shares; 2021Q1: 103,762 shares 103,762 $1.67M 0.08% +18,187 VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 11,612 shares; 2019Q3: 12,097 shares; 2019Q4: 12,235 shares; 2020Q1: 11,542 shares; 2020Q2: 11,156 shares; 2020Q3: 10,964 shares; 2020Q4: 11,085 shares; 2021Q1: 18,132 shares 18,132 $1.67M 0.08% +7,047 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 20,490 shares; 2019Q3: 12,226 shares; 2019Q4: 18,110 shares; 2020Q1: 23,235 shares; 2020Q2: 12,045 shares; 2020Q3: 11,353 shares; 2020Q4: 10,831 shares; 2021Q1: 19,108 shares 19,108 $1.61M 0.07% +8,277 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; 2019Q2: 666,782 shares; 2019Q3: 1,572,463 shares; 2019Q4: 1,141,626 shares; 2020Q1: 1,033,928 shares; 2020Q2: 44,899 shares; 2020Q3: 39,479 shares; 2020Q4: 38,425 shares; 2021Q1: 31,284 shares 31,284 $1.6M 0.07% -7,141 Timeline PCY 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; 2019Q2: 53,089 shares; 2019Q3: 51,582 shares; 2019Q4: 52,691 shares; 2020Q1: 52,267 shares; 2020Q2: 51,805 shares; 2020Q3: 51,469 shares; 2020Q4: 52,819 shares; 2021Q1: 58,540 shares 58,540 $1.57M 0.07% +5,721 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; 2019Q2: 4,787 shares; 2019Q3: 5,842 shares; 2019Q4: 5,745 shares; 2020Q1: 5,769 shares; 2020Q2: 5,782 shares; 2020Q3: 6,179 shares; 2020Q4: 7,473 shares; 2021Q1: 11,301 shares 11,301 $1.53M 0.07% +3,828 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,142 shares; 2020Q1: 11,138 shares; 2020Q2: not reported; 2020Q3: 20,308 shares; 2020Q4: 23,712 shares; 2021Q1: 29,938 shares 29,938 $1.5M 0.07% +6,226 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 52,720 shares; 2019Q3: 49,871 shares; 2019Q4: 51,598 shares; 2020Q1: 47,565 shares; 2020Q2: 46,299 shares; 2020Q3: 44,425 shares; 2020Q4: 43,819 shares; 2021Q1: 50,923 shares 50,923 $1.48M 0.07% +7,104 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; 2019Q2: 4,517 shares; 2019Q3: 4,517 shares; 2019Q4: 4,402 shares; 2020Q1: 4,783 shares; 2020Q2: 4,403 shares; 2020Q3: 4,555 shares; 2020Q4: 4,553 shares; 2021Q1: 7,046 shares 7,046 $1.46M 0.07% +2,493 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 9,991 shares; 2020Q2: 10,738 shares; 2020Q3: 17,818 shares; 2020Q4: 20,540 shares; 2021Q1: 26,525 shares 26,525 $1.46M 0.07% +5,985 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 18,935 shares; 2019Q3: 12,220 shares; 2019Q4: 11,893 shares; 2020Q1: 4,964 shares; 2020Q2: 4,084 shares; 2020Q3: 10,179 shares; 2020Q4: 9,254 shares; 2021Q1: 11,137 shares 11,137 $1.45M 0.07% +1,883 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 29,490 shares; 2019Q3: 30,152 shares; 2019Q4: 30,125 shares; 2020Q1: 26,912 shares; 2020Q2: 25,578 shares; 2020Q3: 24,502 shares; 2020Q4: 23,075 shares; 2021Q1: 27,852 shares 27,852 $1.45M 0.07% +4,777 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,315 shares; 2019Q3: 5,738 shares; 2019Q4: 5,640 shares; 2020Q1: 5,650 shares; 2020Q2: 5,711 shares; 2020Q3: 5,722 shares; 2020Q4: 5,491 shares; 2021Q1: 8,498 shares 8,498 $1.4M 0.06% +3,007 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,422 shares; 2020Q3: 4,587 shares; 2020Q4: 9,125 shares; 2021Q1: 12,394 shares 12,394 $1.31M 0.06% +3,269 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,903 shares 5,903 $1.27M 0.06% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,227 shares; 2019Q3: 9,776 shares; 2019Q4: 9,495 shares; 2020Q1: 5,671 shares; 2020Q2: 6,084 shares; 2020Q3: 5,580 shares; 2020Q4: 5,136 shares; 2021Q1: 5,005 shares 5,005 $1.26M 0.06% -131 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 31,346 shares; 2019Q3: 33,641 shares; 2019Q4: 49,011 shares; 2020Q1: 24,993 shares; 2020Q2: 24,815 shares; 2020Q3: 24,736 shares; 2020Q4: 24,736 shares; 2021Q1: 42,547 shares 42,547 $1.26M 0.06% +17,811 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 13,341 shares; 2019Q3: 13,432 shares; 2019Q4: 13,315 shares; 2020Q1: 11,578 shares; 2020Q2: 10,870 shares; 2020Q3: 10,393 shares; 2020Q4: 10,608 shares; 2021Q1: 14,214 shares 14,214 $1.24M 0.06% +3,606 Timeline BKLN 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; 2019Q2: 50,035 shares; 2019Q3: 50,685 shares; 2019Q4: 52,329 shares; 2020Q1: 50,153 shares; 2020Q2: 48,773 shares; 2020Q3: 48,926 shares; 2020Q4: 48,794 shares; 2021Q1: 54,858 shares 54,858 $1.21M 0.06% +6,064 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 3,862 shares; 2019Q3: 3,870 shares; 2019Q4: 1,096 shares; 2020Q1: 1,105 shares; 2020Q2: 1,096 shares; 2020Q3: 1,096 shares; 2020Q4: 4,384 shares; 2021Q1: 16,017 shares 16,017 $1.21M 0.06% +11,633 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 10,339 shares; 2019Q3: 10,362 shares; 2019Q4: 10,252 shares; 2020Q1: 8,916 shares; 2020Q2: 8,474 shares; 2020Q3: 8,642 shares; 2020Q4: 8,488 shares; 2021Q1: 11,117 shares 11,117 $1.21M 0.06% +2,629 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 65,963 shares; 2019Q3: 62,766 shares; 2019Q4: 49,037 shares; 2020Q1: 43,117 shares; 2020Q2: 31,324 shares; 2020Q3: 32,937 shares; 2020Q4: 33,546 shares; 2021Q1: 41,311 shares 41,311 $1.14M 0.05% +7,765 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; 2019Q2: 1,517 shares; 2019Q3: 2,623 shares; 2019Q4: 2,492 shares; 2020Q1: 2,442 shares; 2020Q2: 2,572 shares; 2020Q3: 2,553 shares; 2020Q4: 2,802 shares; 2021Q1: 4,395 shares 4,395 $1.12M 0.05% +1,593 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 14,583 shares; 2019Q3: 15,726 shares; 2019Q4: 15,585 shares; 2020Q1: 20,348 shares; 2020Q2: 14,956 shares; 2020Q3: not reported; 2020Q4: 11,482 shares; 2021Q1: 16,441 shares 16,441 $1.12M 0.05% +4,959 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; 2019Q2: 8,324 shares; 2019Q3: 9,711 shares; 2019Q4: 9,667 shares; 2020Q1: 10,109 shares; 2020Q2: 9,991 shares; 2020Q3: 9,293 shares; 2020Q4: 10,176 shares; 2021Q1: 19,993 shares 19,993 $1.12M 0.05% +9,817 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 8,192 shares 8,192 $1.1M 0.05% 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,565 shares 6,565 $1.09M 0.05% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 7,062 shares; 2019Q3: 8,377 shares; 2019Q4: 8,970 shares; 2020Q1: 8,780 shares; 2020Q2: 9,301 shares; 2020Q3: 10,232 shares; 2020Q4: 12,138 shares; 2021Q1: 20,713 shares 20,713 $1.08M 0.05% +8,575 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; 2019Q2: 6,238 shares; 2019Q3: 6,238 shares; 2019Q4: 6,000 shares; 2020Q1: 6,000 shares; 2020Q2: 6,000 shares; 2020Q3: 6,000 shares; 2020Q4: 11,846 shares; 2021Q1: 12,046 shares 12,046 $1.07M 0.05% +200 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; 2019Q2: 9,512 shares; 2019Q3: 9,738 shares; 2019Q4: 9,711 shares; 2020Q1: 9,262 shares; 2020Q2: 9,254 shares; 2020Q3: 9,342 shares; 2020Q4: 9,875 shares; 2021Q1: 10,491 shares 10,491 $1.04M 0.05% +616 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; 2019Q2: 2,103 shares; 2019Q3: 2,104 shares; 2019Q4: 2,105 shares; 2020Q1: 2,165 shares; 2020Q2: 2,078 shares; 2020Q3: 1,990 shares; 2020Q4: 2,409 shares; 2021Q1: 7,352 shares 7,352 $980K 0.05% +4,943 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; 2019Q2: 28,056 shares; 2019Q3: 22,951 shares; 2019Q4: 22,951 shares; 2020Q1: 22,951 shares; 2020Q2: 22,951 shares; 2020Q3: 23,001 shares; 2020Q4: 23,001 shares; 2021Q1: 25,108 shares 25,108 $971K 0.04% +2,107 Timeline SHAG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,129 shares; 2020Q4: 10,938 shares; 2021Q1: 18,912 shares 18,912 $964K 0.04% +7,974 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; 2019Q2: 21,825 shares; 2019Q3: 19,640 shares; 2019Q4: 19,810 shares; 2020Q1: 20,064 shares; 2020Q2: 20,385 shares; 2020Q3: 20,246 shares; 2020Q4: 21,642 shares; 2021Q1: 31,610 shares 31,610 $957K 0.04% +9,968 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,788 shares 3,788 $943K 0.04% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,179 shares 5,179 $937K 0.04% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 15,494 shares 15,494 $907K 0.04% new Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 8,101 shares; 2019Q3: 8,130 shares; 2019Q4: 8,077 shares; 2020Q1: 7,558 shares; 2020Q2: 7,459 shares; 2020Q3: 7,487 shares; 2020Q4: 7,482 shares; 2021Q1: 7,813 shares 7,813 $870K 0.04% +331 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,414 shares; 2019Q3: 4,608 shares; 2019Q4: 4,659 shares; 2020Q1: 270,918 shares; 2020Q2: 474,703 shares; 2020Q3: 9,281 shares; 2020Q4: 7,493 shares; 2021Q1: 6,646 shares 6,646 $863K 0.04% -847 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,279 shares; 2019Q3: 2,147 shares; 2019Q4: 2,150 shares; 2020Q1: 1,926 shares; 2020Q2: 1,997 shares; 2020Q3: 1,797 shares; 2020Q4: 1,897 shares; 2021Q1: 3,281 shares 3,281 $836K 0.04% +1,384 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,600 shares; 2020Q1: 1,600 shares; 2020Q2: 1,600 shares; 2020Q3: 1,600 shares; 2020Q4: 1,600 shares; 2021Q1: 1,600 shares 1,600 $761K 0.04% 0 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 4,256 shares; 2019Q3: 4,256 shares; 2019Q4: 4,256 shares; 2020Q1: 4,256 shares; 2020Q2: 4,256 shares; 2020Q3: 4,256 shares; 2020Q4: 8,512 shares; 2021Q1: 8,512 shares 8,512 $759K 0.03% 0 Timeline FTSL 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; 2019Q2: 5,356 shares; 2019Q3: 5,840 shares; 2019Q4: 6,707 shares; 2020Q1: 6,782 shares; 2020Q2: 7,305 shares; 2020Q3: 7,307 shares; 2020Q4: 8,347 shares; 2021Q1: 15,819 shares 15,819 $758K 0.03% +7,472 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,331 shares 1,331 $711K 0.03% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,580 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,210 shares; 2020Q4: 1,210 shares; 2021Q1: 2,398 shares 2,398 $708K 0.03% +1,188 Timeline FTSM 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 11,765 shares 11,765 $706K 0.03% new Timeline EWUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,345 shares; 2021Q1: 15,417 shares 15,417 $703K 0.03% +5,072 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,291 shares; 2019Q3: 5,729 shares; 2019Q4: 6,019 shares; 2020Q1: 5,688 shares; 2020Q2: 5,538 shares; 2020Q3: 5,409 shares; 2020Q4: 5,478 shares; 2021Q1: 6,327 shares 6,327 $688K 0.03% +849 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,138 shares; 2021Q1: 6,877 shares 6,877 $653K 0.03% +739 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,181 shares; 2019Q3: 6,393 shares; 2019Q4: 6,553 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 6,674 shares; 2020Q4: 9,368 shares; 2021Q1: 17,939 shares 17,939 $650K 0.03% +8,571 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,462 shares; 2019Q3: 2,462 shares; 2019Q4: 2,462 shares; 2020Q1: 2,462 shares; 2020Q2: 2,462 shares; 2020Q3: 2,462 shares; 2020Q4: 8,225 shares; 2021Q1: 9,889 shares 9,889 $644K 0.03% +1,664 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,425 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 7,557 shares 7,557 $640K 0.03% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,765 shares; 2019Q3: 7,246 shares; 2019Q4: 8,227 shares; 2020Q1: 8,289 shares; 2020Q2: 8,431 shares; 2020Q3: 8,920 shares; 2020Q4: 9,688 shares; 2021Q1: 15,160 shares 15,160 $624K 0.03% +5,472 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; 2019Q2: not reported; 2019Q3: 4,653 shares; 2019Q4: 4,599 shares; 2020Q1: not reported; 2020Q2: 4,518 shares; 2020Q3: not reported; 2020Q4: 4,668 shares; 2021Q1: 11,816 shares 11,816 $611K 0.03% +7,148 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,744 shares; 2019Q3: 2,831 shares; 2019Q4: 2,834 shares; 2020Q1: 2,824 shares; 2020Q2: 2,726 shares; 2020Q3: 2,729 shares; 2020Q4: 2,421 shares; 2021Q1: 4,272 shares 4,272 $604K 0.03% +1,851 Timeline GSST 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,529 shares; 2020Q3: 4,213 shares; 2020Q4: 4,213 shares; 2021Q1: 11,889 shares 11,889 $604K 0.03% +7,676 Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 17,627 shares; 2021Q1: 20,462 shares 20,462 $596K 0.03% +2,835 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 11,483 shares; 2020Q2: 11,483 shares; 2020Q3: 9,449 shares; 2020Q4: 9,449 shares; 2021Q1: 11,283 shares 11,283 $590K 0.03% +1,834 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 7,488 shares 7,488 $574K 0.03% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,836 shares; 2019Q3: 1,860 shares; 2019Q4: 1,767 shares; 2020Q1: 1,995 shares; 2020Q2: 1,981 shares; 2020Q3: 1,939 shares; 2020Q4: 2,049 shares; 2021Q1: 2,554 shares 2,554 $572K 0.03% +505 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; 2019Q2: 6,692 shares; 2019Q3: 6,755 shares; 2019Q4: 6,926 shares; 2020Q1: 7,060 shares; 2020Q2: 6,991 shares; 2020Q3: 7,060 shares; 2020Q4: 8,471 shares; 2021Q1: 9,765 shares 9,765 $568K 0.03% +1,294 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: 1,758 shares; 2019Q4: 1,719 shares; 2020Q1: 1,510 shares; 2020Q2: 1,510 shares; 2020Q3: 1,509 shares; 2020Q4: 1,509 shares; 2021Q1: 2,671 shares 2,671 $566K 0.03% +1,162 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,426 shares; 2019Q3: 6,453 shares; 2019Q4: 3,653 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,426 shares; 2021Q1: 5,831 shares 5,831 $562K 0.03% +3,405 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,745 shares 1,745 $557K 0.03% new Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,937 shares; 2019Q3: 6,739 shares; 2019Q4: 8,006 shares; 2020Q1: 10,289 shares; 2020Q2: 10,667 shares; 2020Q3: 10,810 shares; 2020Q4: 11,360 shares; 2021Q1: 15,468 shares 15,468 $554K 0.03% +4,108 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 2,667 shares; 2020Q1: 2,679 shares; 2020Q2: 2,667 shares; 2020Q3: 2,667 shares; 2020Q4: 2,667 shares; 2021Q1: 2,853 shares 2,853 $538K 0.02% +186 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,010 shares; 2021Q1: 15,353 shares 15,353 $534K 0.02% +3,343 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 23,365 shares; 2019Q3: 22,208 shares; 2019Q4: 21,660 shares; 2020Q1: 15,097 shares; 2020Q2: 12,583 shares; 2020Q3: 11,618 shares; 2020Q4: 11,616 shares; 2021Q1: 13,475 shares 13,475 $525K 0.02% +1,859 Timeline ONLN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 7,769 shares; 2020Q3: 5,478 shares; 2020Q4: 6,279 shares; 2021Q1: 6,673 shares 6,673 $523K 0.02% +394 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; 2019Q2: 1,105 shares; 2019Q3: not reported; 2019Q4: 1,105 shares; 2020Q1: not reported; 2020Q2: 1,120 shares; 2020Q3: 1,120 shares; 2020Q4: 1,125 shares; 2021Q1: 1,774 shares 1,774 $522K 0.02% +649 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,352 shares 5,352 $518K 0.02% new 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; 2019Q2: not reported; 2019Q3: 3,234 shares; 2019Q4: 3,165 shares; 2020Q1: not reported; 2020Q2: 6,001 shares; 2020Q3: 4,654 shares; 2020Q4: 4,218 shares; 2021Q1: 2,889 shares 2,889 $515K 0.02% -1,329 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; 2019Q2: not reported; 2019Q3: 1,704 shares; 2019Q4: 1,304 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,104 shares; 2020Q4: 1,104 shares; 2021Q1: 1,879 shares 1,879 $505K 0.02% +775 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 4,674 shares; 2019Q3: 10,036 shares; 2019Q4: 10,989 shares; 2020Q1: 8,918 shares; 2020Q2: 8,701 shares; 2020Q3: 9,015 shares; 2020Q4: 9,524 shares; 2021Q1: 16,541 shares 16,541 $505K 0.02% +7,017 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,776 shares; 2021Q1: 6,561 shares 6,561 $498K 0.02% +785 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; 2019Q2: 3,360 shares; 2019Q3: 2,356 shares; 2019Q4: 2,077 shares; 2020Q1: 2,086 shares; 2020Q2: 1,967 shares; 2020Q3: 1,991 shares; 2020Q4: 1,902 shares; 2021Q1: 2,697 shares 2,697 $498K 0.02% +795 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 741 shares 741 $495K 0.02% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: 1,796 shares; 2019Q4: not reported; 2020Q1: 1,867 shares; 2020Q2: 1,887 shares; 2020Q3: 1,887 shares; 2020Q4: 1,955 shares; 2021Q1: 3,620 shares 3,620 $492K 0.02% +1,665 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 9,209 shares 9,209 $491K 0.02% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 7,015 shares; 2019Q3: 7,367 shares; 2019Q4: 7,741 shares; 2020Q1: 5,427 shares; 2020Q2: 6,094 shares; 2020Q3: 5,750 shares; 2020Q4: 5,910 shares; 2021Q1: 9,149 shares 9,149 $488K 0.02% +3,239 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 577,111 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 8,788 shares; 2020Q4: 9,685 shares; 2021Q1: 12,624 shares 12,624 $488K 0.02% +2,939 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; 2019Q2: 3,012 shares; 2019Q3: 2,329 shares; 2019Q4: 1,592 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,147 shares 3,147 $479K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,261 shares 6,261 $476K 0.02% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 21,268 shares; 2019Q3: 39,561 shares; 2019Q4: 30,859 shares; 2020Q1: 21,759 shares; 2020Q2: 5,278 shares; 2020Q3: 3,856 shares; 2020Q4: 3,114 shares; 2021Q1: 5,493 shares 5,493 $474K 0.02% +2,379 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,729 shares; 2020Q3: 1,729 shares; 2020Q4: 1,984 shares; 2021Q1: 3,184 shares 3,184 $468K 0.02% +1,200 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,246 shares 1,246 $460K 0.02% new 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; 2019Q2: 2,583 shares; 2019Q3: 2,583 shares; 2019Q4: 2,583 shares; 2020Q1: 2,583 shares; 2020Q2: 2,583 shares; 2020Q3: 2,583 shares; 2020Q4: 2,583 shares; 2021Q1: 2,583 shares 2,583 $453K 0.02% 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,042 shares 2,042 $450K 0.02% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 7,420 shares 7,420 $433K 0.02% new 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,306 shares 2,306 $431K 0.02% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 22,881 shares 22,881 $431K 0.02% new Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,933 shares; 2019Q3: 5,933 shares; 2019Q4: 5,933 shares; 2020Q1: not reported; 2020Q2: 5,933 shares; 2020Q3: 5,933 shares; 2020Q4: 5,933 shares; 2021Q1: 5,933 shares 5,933 $426K 0.02% 0 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; 2019Q2: 4,768 shares; 2019Q3: 4,662 shares; 2019Q4: 4,712 shares; 2020Q1: 4,712 shares; 2020Q2: 4,712 shares; 2020Q3: 4,712 shares; 2020Q4: 4,687 shares; 2021Q1: 5,562 shares 5,562 $418K 0.02% +875 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,050 shares; 2019Q3: 1,050 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,151 shares 1,151 $410K 0.02% new 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,628 shares 5,628 $410K 0.02% new 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; 2019Q2: 4,440 shares; 2019Q3: 4,303 shares; 2019Q4: 4,283 shares; 2020Q1: 4,382 shares; 2020Q2: 4,353 shares; 2020Q3: 4,307 shares; 2020Q4: 3,534 shares; 2021Q1: 5,297 shares 5,297 $408K 0.02% +1,763 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 13,438 shares; 2019Q3: 13,438 shares; 2019Q4: 13,438 shares; 2020Q1: 13,438 shares; 2020Q2: 13,438 shares; 2020Q3: 13,438 shares; 2020Q4: 13,438 shares; 2021Q1: 13,438 shares 13,438 $408K 0.02% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,425 shares; 2020Q1: 1,665 shares; 2020Q2: 1,426 shares; 2020Q3: 1,426 shares; 2020Q4: 1,292 shares; 2021Q1: 1,658 shares 1,658 $403K 0.02% +366 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,375 shares 5,375 $401K 0.02% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,453 shares; 2019Q3: 2,453 shares; 2019Q4: 2,378 shares; 2020Q1: 2,378 shares; 2020Q2: 2,378 shares; 2020Q3: 2,378 shares; 2020Q4: not reported; 2021Q1: 2,219 shares 2,219 $381K 0.02% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,020 shares; 2021Q1: 9,868 shares 9,868 $380K 0.02% -152 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,447 shares 3,447 $365K 0.02% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,650 shares 6,650 $364K 0.02% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,414 shares 4,414 $359K 0.02% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,584 shares; 2019Q3: 1,584 shares; 2019Q4: 1,584 shares; 2020Q1: 1,584 shares; 2020Q2: 1,509 shares; 2020Q3: 1,509 shares; 2020Q4: 1,509 shares; 2021Q1: 1,519 shares 1,519 $340K 0.02% +10 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 766,531 shares; 2019Q3: 1,598,137 shares; 2019Q4: 1,619,538 shares; 2020Q1: 737,683 shares; 2020Q2: 744,013 shares; 2020Q3: 773,113 shares; 2020Q4: 26,711 shares; 2021Q1: 9,381 shares 9,381 $340K 0.02% -17,330 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,532 shares 2,532 $334K 0.02% new Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,033 shares; 2021Q1: 6,678 shares 6,678 $334K 0.02% +645 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,003 shares; 2021Q1: 7,495 shares 7,495 $325K 0.01% +2,492 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,800 shares; 2020Q1: not reported; 2020Q2: 4,800 shares; 2020Q3: 4,800 shares; 2020Q4: 4,800 shares; 2021Q1: 4,800 shares 4,800 $325K 0.01% 0 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,091 shares 5,091 $321K 0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 9,462 shares 9,462 $304K 0.01% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,178 shares 1,178 $303K 0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,276 shares 1,276 $303K 0.01% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,584 shares; 2021Q1: 2,133 shares 2,133 $302K 0.01% +549 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; 2019Q2: 3,779 shares; 2019Q3: 3,787 shares; 2019Q4: 3,779 shares; 2020Q1: 3,779 shares; 2020Q2: 3,779 shares; 2020Q3: 3,779 shares; 2020Q4: 3,779 shares; 2021Q1: 3,779 shares 3,779 $298K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 7,741 shares 7,741 $297K 0.01% new Timeline VT 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,014 shares 3,014 $293K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 4,110 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,997 shares 3,997 $291K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,738 shares 2,738 $290K 0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,273 shares; 2020Q4: 3,642 shares; 2021Q1: 3,184 shares 3,184 $289K 0.01% -458 Timeline XLU 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; 2019Q2: 348,101 shares; 2019Q3: 334,172 shares; 2019Q4: 330,363 shares; 2020Q1: 326,117 shares; 2020Q2: 293,959 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,494 shares 4,494 $288K 0.01% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,766 shares 4,766 $281K 0.01% new 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 311,234 shares; 2020Q3: 3,452 shares; 2020Q4: 3,023 shares; 2021Q1: 3,394 shares 3,394 $280K 0.01% +371 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 4,969 shares; 2019Q3: 4,969 shares; 2019Q4: 4,969 shares; 2020Q1: not reported; 2020Q2: 4,329 shares; 2020Q3: 4,534 shares; 2020Q4: 4,534 shares; 2021Q1: 4,542 shares 4,542 $276K 0.01% +8 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 973 shares 973 $276K 0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,104 shares 2,104 $276K 0.01% new Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,715 shares; 2019Q3: 2,715 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,715 shares 2,715 $271K 0.01% new Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,704 shares; 2021Q1: 10,321 shares 10,321 $266K 0.01% +2,617 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 7,970 shares; 2019Q3: 7,396 shares; 2019Q4: 6,596 shares; 2020Q1: 6,616 shares; 2020Q2: 6,375 shares; 2020Q3: 5,916 shares; 2020Q4: 5,916 shares; 2021Q1: 4,188 shares 4,188 $260K 0.01% -1,728 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 10,670 shares 10,670 $260K 0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,045 shares 4,045 $259K 0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,208 shares 1,208 $259K 0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,915 shares 1,915 $254K 0.01% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 8,976 shares; 2021Q1: 9,914 shares 9,914 $241K 0.01% +938 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,366 shares 6,366 $241K 0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,832 shares 5,832 $233K 0.01% new Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 11,351 shares; 2019Q3: 403,900 shares; 2019Q4: 396,528 shares; 2020Q1: 721,501 shares; 2020Q2: 721,962 shares; 2020Q3: 722,383 shares; 2020Q4: 332,392 shares; 2021Q1: 5,220 shares 5,220 $231K 0.01% -327,172 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,986 shares 2,986 $228K 0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,495 shares 1,495 $227K 0.01% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 978 shares 978 $222K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 17,823 shares 17,823 $218K 0.01% new 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,973 shares 3,973 $215K 0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,620 shares 2,620 $215K 0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,957 shares 1,957 $214K 0.01% 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,366 shares 2,366 $213K 0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,117 shares 1,117 $212K 0.01% 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 691 shares 691 $211K 0.01% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25,000 shares 25,000 $211K 0.01% new 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,314 shares 1,314 $210K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,058 shares 1,058 $210K 0.01% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 9,401 shares 9,401 $208K 0.01% new 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 585 shares 585 $206K 0.01% new Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,950 shares 6,950 $204K 0.01% new 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; 2019Q2: 32,753 shares; 2019Q3: 32,753 shares; 2019Q4: 32,352 shares; 2020Q1: 32,352 shares; 2020Q2: 32,352 shares; 2020Q3: 32,352 shares; 2020Q4: 32,352 shares; 2021Q1: 4,021 shares 4,021 $201K 0.01% -28,331 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 10,000 shares 10,000 $198K 0.01% new Timeline SHIFT TECHNOLOGIES INC SHIFT TECHNOLOGIES INC More: the full row for SHIFT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 20,000 shares 20,000 $166K 0.01% new ALKALINE WTR CO INC ALKALINE WTR CO INC More: the full row for ALKALINE WTR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 40,000 shares 40,000 $44K <0.01% new CSI COMPRESSCO LP CSI COMPRESSCO LP More: the full row for CSI COMPRESSCO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 16,000 shares 16,000 $29K <0.01% new GLDG GOLDMINING INC More: the full row for GOLDMINING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 10,241 shares 10,241 $17K <0.01% new Timeline