BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 569,938 shares; 2019Q1: 641,301 shares; 2019Q2: 672,199 shares; 2019Q3: 708,634 shares; 2019Q4: 742,430 shares; 2020Q1: 764,476 shares; 2020Q2: 764,997 shares; 2020Q3: 810,927 shares 810,927 $71.5M 11.2% +45,930 Timeline iShares Gold Trust iShares Gold Trust More: the full row for iShares Gold Trust Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 992,747 shares; 2019Q1: 1,079,129 shares; 2019Q2: 1,125,460 shares; 2019Q3: 1,183,714 shares; 2019Q4: 2,263,853 shares; 2020Q1: 2,717,628 shares; 2020Q2: 2,705,199 shares; 2020Q3: 2,833,801 shares 2,833,801 $51M 7.98% +128,602 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; 2018Q4: 1,383,137 shares; 2019Q1: 1,279,945 shares; 2019Q2: 1,275,547 shares; 2019Q3: 1,313,158 shares; 2019Q4: 1,322,927 shares; 2020Q1: 1,037,100 shares; 2020Q2: 1,043,781 shares; 2020Q3: 938,237 shares 938,237 $47.3M 7.41% -105,544 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; 2018Q4: 219,661 shares; 2019Q1: 224,615 shares; 2019Q2: 226,235 shares; 2019Q3: 226,253 shares; 2019Q4: 228,158 shares; 2020Q1: 225,854 shares; 2020Q2: 219,165 shares; 2020Q3: 203,683 shares 203,683 $46.4M 7.26% -15,482 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; 2018Q4: 395,667 shares; 2019Q1: 399,241 shares; 2019Q2: 407,451 shares; 2019Q3: 412,808 shares; 2019Q4: 415,735 shares; 2020Q1: 340,802 shares; 2020Q2: 325,880 shares; 2020Q3: 319,810 shares 319,810 $41.1M 6.44% -6,070 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 140,344 shares; 2019Q1: 189,017 shares; 2019Q2: 203,472 shares; 2019Q3: 218,112 shares; 2019Q4: 230,846 shares; 2020Q1: 269,631 shares; 2020Q2: 267,551 shares; 2020Q3: 276,511 shares 276,511 $36.9M 5.79% +8,960 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 1,224,954 shares; 2020Q2: 1,272,387 shares; 2020Q3: 1,259,827 shares 1,259,827 $33.6M 5.26% -12,560 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 296,651 shares; 2019Q1: 470,792 shares; 2019Q2: 498,754 shares; 2019Q3: 542,941 shares; 2019Q4: 583,674 shares; 2020Q1: 622,252 shares; 2020Q2: 610,524 shares; 2020Q3: 653,325 shares 653,325 $33.3M 5.22% +42,801 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: 708,643 shares; 2019Q2: 816,014 shares; 2019Q3: 948,794 shares; 2019Q4: 1,021,514 shares; 2020Q1: 873,053 shares; 2020Q2: 851,212 shares; 2020Q3: 851,574 shares 851,574 $26.7M 4.17% +362 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; 2018Q4: 83,674 shares; 2019Q1: 74,329 shares; 2019Q2: 74,803 shares; 2019Q3: 72,790 shares; 2019Q4: 74,357 shares; 2020Q1: 779,342 shares; 2020Q2: 738,781 shares; 2020Q3: 622,864 shares 622,864 $19.6M 3.06% -115,917 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; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 226,361 shares; 2020Q2: 218,908 shares; 2020Q3: 214,274 shares 214,274 $17.3M 2.71% -4,634 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 103,005 shares; 2019Q1: 84,983 shares; 2019Q2: 82,371 shares; 2019Q3: 77,490 shares; 2019Q4: 75,058 shares; 2020Q1: 52,825 shares; 2020Q2: 50,459 shares; 2020Q3: 45,684 shares 45,684 $14.2M 2.23% -4,775 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 572,243 shares; 2020Q2: 580,996 shares; 2020Q3: 599,559 shares 599,559 $13.8M 2.16% +18,563 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,227 shares; 2020Q2: 449,640 shares; 2020Q3: 442,117 shares 442,117 $12.2M 1.91% -7,523 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 74,417 shares; 2019Q1: 72,302 shares; 2019Q2: 69,059 shares; 2019Q3: 67,569 shares; 2019Q4: 67,622 shares; 2020Q1: 64,813 shares; 2020Q2: 62,785 shares; 2020Q3: 55,753 shares 55,753 $9.64M 1.51% -7,032 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 270,957 shares; 2020Q2: 279,654 shares; 2020Q3: 286,852 shares 286,852 $9.52M 1.49% +7,198 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 58,017 shares; 2019Q1: 53,085 shares; 2019Q2: 50,791 shares; 2019Q3: 49,571 shares; 2019Q4: 47,092 shares; 2020Q1: 45,348 shares; 2020Q2: 43,611 shares; 2020Q3: 39,341 shares 39,341 $8.28M 1.3% -4,270 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 306,331 shares; 2020Q2: 303,299 shares; 2020Q3: 311,417 shares 311,417 $7.47M 1.17% +8,118 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; 2018Q4: 108,942 shares; 2019Q1: 114,602 shares; 2019Q2: 110,184 shares; 2019Q3: 107,903 shares; 2019Q4: 106,269 shares; 2020Q1: 115,840 shares; 2020Q2: 113,208 shares; 2020Q3: 82,515 shares 82,515 $6.57M 1.03% -30,693 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 21,645 shares; 2019Q1: 20,812 shares; 2019Q2: 19,745 shares; 2019Q3: 19,189 shares; 2019Q4: 18,293 shares; 2020Q1: 16,204 shares; 2020Q2: 18,546 shares; 2020Q3: 56,290 shares 56,290 $6.52M 1.02% +37,744 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 190,716 shares; 2020Q3: 238,440 shares 238,440 $6.27M 0.98% +47,724 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; 2018Q4: 30,835 shares; 2019Q1: 28,966 shares; 2019Q2: 27,748 shares; 2019Q3: 26,982 shares; 2019Q4: 26,719 shares; 2020Q1: 27,891 shares; 2020Q2: 26,641 shares; 2020Q3: 28,977 shares 28,977 $6.17M 0.97% +2,336 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 121,005 shares; 2019Q1: 120,953 shares; 2019Q2: 116,802 shares; 2019Q3: 113,878 shares; 2019Q4: 114,582 shares; 2020Q1: 111,212 shares; 2020Q2: 62,532 shares; 2020Q3: 61,364 shares 61,364 $4.97M 0.78% -1,168 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 43,126 shares; 2019Q1: 40,437 shares; 2019Q2: 38,799 shares; 2019Q3: 39,488 shares; 2019Q4: 38,244 shares; 2020Q1: 35,517 shares; 2020Q2: 33,193 shares; 2020Q3: 32,531 shares 32,531 $4.84M 0.76% -662 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 82,762 shares; 2019Q1: 80,444 shares; 2019Q2: 79,359 shares; 2019Q3: 79,531 shares; 2019Q4: 78,200 shares; 2020Q1: 74,165 shares; 2020Q2: 71,827 shares; 2020Q3: 72,368 shares 72,368 $3.75M 0.59% +541 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; 2018Q4: 29,653 shares; 2019Q1: 27,931 shares; 2019Q2: 27,014 shares; 2019Q3: 25,988 shares; 2019Q4: 25,324 shares; 2020Q1: 26,088 shares; 2020Q2: 23,129 shares; 2020Q3: 22,138 shares 22,138 $3.67M 0.58% -991 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 28,002 shares; 2019Q1: 25,876 shares; 2019Q2: 25,029 shares; 2019Q3: 25,331 shares; 2019Q4: 26,243 shares; 2020Q1: 26,247 shares; 2020Q2: 25,724 shares; 2020Q3: 24,094 shares 24,094 $2.77M 0.43% -1,630 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; 2018Q4: 182,355 shares; 2019Q1: 26,662 shares; 2019Q2: 8,855 shares; 2019Q3: 3,628 shares; 2019Q4: 3,339 shares; 2020Q1: 17,266 shares; 2020Q2: 88,233 shares; 2020Q3: 88,850 shares 88,850 $2.66M 0.42% +617 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 48,171 shares; 2019Q1: 47,531 shares; 2019Q2: 46,765 shares; 2019Q3: 47,453 shares; 2019Q4: 47,937 shares; 2020Q1: 70,082 shares; 2020Q2: 51,463 shares; 2020Q3: 50,719 shares 50,719 $2.65M 0.41% -744 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 29,526 shares; 2019Q1: 26,615 shares; 2019Q2: 25,682 shares; 2019Q3: 24,801 shares; 2019Q4: 24,446 shares; 2020Q1: 21,738 shares; 2020Q2: 19,343 shares; 2020Q3: 18,848 shares 18,848 $2.61M 0.41% -495 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 12,743 shares; 2019Q1: 12,790 shares; 2019Q2: 12,480 shares; 2019Q3: 13,808 shares; 2019Q4: 13,824 shares; 2020Q1: 12,251 shares; 2020Q2: 12,291 shares; 2020Q3: 12,287 shares 12,287 $1.72M 0.27% -4 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; 2018Q4: 8,231 shares; 2019Q1: 7,216 shares; 2019Q2: 7,175 shares; 2019Q3: 7,332 shares; 2019Q4: 6,950 shares; 2020Q1: 6,916 shares; 2020Q2: 6,352 shares; 2020Q3: 6,159 shares 6,159 $1.71M 0.27% -193 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; 2018Q4: 631,399 shares; 2019Q1: 678,207 shares; 2019Q2: 730,006 shares; 2019Q3: 781,310 shares; 2019Q4: 370,665 shares; 2020Q1: 50,562 shares; 2020Q2: 31,460 shares; 2020Q3: 31,855 shares 31,855 $1.64M 0.26% +395 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; 2018Q4: 54,381 shares; 2019Q1: 50,367 shares; 2019Q2: 50,081 shares; 2019Q3: 49,594 shares; 2019Q4: 48,331 shares; 2020Q1: 44,119 shares; 2020Q2: 42,123 shares; 2020Q3: 41,641 shares 41,641 $1.64M 0.26% -482 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 258,840 shares; 2019Q1: 74,299 shares; 2019Q2: 70,175 shares; 2019Q3: 58,684 shares; 2019Q4: 56,342 shares; 2020Q1: 42,346 shares; 2020Q2: 40,250 shares; 2020Q3: 40,158 shares 40,158 $1.62M 0.25% -92 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; 2018Q4: 34,404 shares; 2019Q1: 30,907 shares; 2019Q2: 30,658 shares; 2019Q3: 29,609 shares; 2019Q4: 29,274 shares; 2020Q1: 28,155 shares; 2020Q2: 27,197 shares; 2020Q3: 27,230 shares 27,230 $1.62M 0.25% +33 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 4,756 shares; 2019Q1: 4,575 shares; 2019Q2: 4,581 shares; 2019Q3: 3,652 shares; 2019Q4: 3,662 shares; 2020Q1: 16,880 shares; 2020Q2: 17,034 shares; 2020Q3: 15,524 shares 15,524 $1.61M 0.25% -1,510 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; 2018Q4: 549 shares; 2019Q1: 515 shares; 2019Q2: 512 shares; 2019Q3: 512 shares; 2019Q4: 466 shares; 2020Q1: 366 shares; 2020Q2: 493 shares; 2020Q3: 506 shares 506 $1.59M 0.25% +13 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 14,930 shares; 2019Q1: 14,516 shares; 2019Q2: 14,155 shares; 2019Q3: 11,986 shares; 2019Q4: 12,455 shares; 2020Q1: 12,717 shares; 2020Q2: 11,041 shares; 2020Q3: 10,473 shares 10,473 $1.57M 0.25% -568 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; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 45,555 shares; 2020Q1: 65,253 shares; 2020Q2: 41,882 shares; 2020Q3: 40,993 shares 40,993 $1.56M 0.24% -889 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 12,027 shares; 2019Q1: 11,459 shares; 2019Q2: 11,166 shares; 2019Q3: 10,851 shares; 2019Q4: 12,325 shares; 2020Q1: 11,759 shares; 2020Q2: 9,599 shares; 2020Q3: 9,423 shares 9,423 $1.51M 0.24% -176 Timeline VSS 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; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 9,023 shares; 2020Q2: 13,830 shares; 2020Q3: 13,582 shares 13,582 $1.43M 0.22% -248 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 31,900 shares; 2019Q1: 32,017 shares; 2019Q2: 28,157 shares; 2019Q3: 27,917 shares; 2019Q4: 27,814 shares; 2020Q1: 25,443 shares; 2020Q2: 24,497 shares; 2020Q3: 23,718 shares 23,718 $1.42M 0.22% -779 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 25,893 shares; 2019Q1: 23,642 shares; 2019Q2: 22,102 shares; 2019Q3: 19,354 shares; 2019Q4: 18,320 shares; 2020Q1: 19,229 shares; 2020Q2: 20,555 shares; 2020Q3: 18,924 shares 18,924 $1.36M 0.21% -1,631 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 21,945 shares; 2019Q1: 18,982 shares; 2019Q2: 17,816 shares; 2019Q3: 17,155 shares; 2019Q4: 16,655 shares; 2020Q1: 14,902 shares; 2020Q2: 13,693 shares; 2020Q3: 12,393 shares 12,393 $1.35M 0.21% -1,300 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 11,739 shares 11,739 $1.3M 0.2% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 1,331 shares; 2019Q1: 1,236 shares; 2019Q2: 1,175 shares; 2019Q3: 1,166 shares; 2019Q4: 1,091 shares; 2020Q1: 1,045 shares; 2020Q2: 1,027 shares; 2020Q3: 885 shares 885 $1.3M 0.2% -142 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; 2018Q4: 14,288 shares; 2019Q1: 13,909 shares; 2019Q2: 13,533 shares; 2019Q3: 13,082 shares; 2019Q4: 12,386 shares; 2020Q1: 11,733 shares; 2020Q2: 10,889 shares; 2020Q3: 9,293 shares 9,293 $1.29M 0.2% -1,596 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 1,262,104 shares; 2019Q1: 1,249,784 shares; 2019Q2: 1,283,701 shares; 2019Q3: 1,342,035 shares; 2019Q4: 1,468,123 shares; 2020Q1: 1,039,960 shares; 2020Q2: 996,782 shares; 2020Q3: 46,528 shares 46,528 $1.2M 0.19% -950,254 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; 2018Q4: 398 shares; 2019Q1: 227 shares; 2019Q2: 51 shares; 2019Q3: 47 shares; 2019Q4: 47 shares; 2020Q1: 10 shares; 2020Q2: 654 shares; 2020Q3: 14,305 shares 14,305 $1.19M 0.19% +13,651 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; 2018Q4: 212,177 shares; 2019Q1: 233,798 shares; 2019Q2: 220,830 shares; 2019Q3: 218,374 shares; 2019Q4: 221,166 shares; 2020Q1: 96,761 shares; 2020Q2: 72,089 shares; 2020Q3: 44,406 shares 44,406 $1.19M 0.19% -27,683 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; 2018Q4: 11,336 shares; 2019Q1: 9,992 shares; 2019Q2: 9,681 shares; 2019Q3: 9,689 shares; 2019Q4: 9,632 shares; 2020Q1: 9,343 shares; 2020Q2: 8,295 shares; 2020Q3: 8,239 shares 8,239 $1.15M 0.18% -56 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 4,379 shares; 2019Q1: 3,629 shares; 2019Q2: 3,729 shares; 2019Q3: 4,906 shares; 2019Q4: 4,912 shares; 2020Q1: 4,349 shares; 2020Q2: 4,280 shares; 2020Q3: 4,309 shares 4,309 $1.09M 0.17% +29 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 2,896 shares; 2019Q1: 5,532 shares; 2019Q2: 9,056 shares; 2019Q3: 17,702 shares; 2019Q4: 17,702 shares; 2020Q1: 19,645 shares; 2020Q2: 21,921 shares; 2020Q3: 21,126 shares 21,126 $1.07M 0.17% -795 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 19,160 shares; 2019Q1: 19,035 shares; 2019Q2: 19,286 shares; 2019Q3: 19,337 shares; 2019Q4: 19,383 shares; 2020Q1: 19,401 shares; 2020Q2: 17,985 shares; 2020Q3: 17,244 shares 17,244 $1.07M 0.17% -741 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 18,908 shares; 2020Q3: 18,561 shares 18,561 $1.07M 0.17% -347 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; 2018Q4: 361,713 shares; 2019Q1: 90,306 shares; 2019Q2: 71,622 shares; 2019Q3: 45,046 shares; 2019Q4: 43,073 shares; 2020Q1: 39,163 shares; 2020Q2: 41,798 shares; 2020Q3: 43,920 shares 43,920 $1.06M 0.17% +2,122 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 6,749 shares; 2019Q1: 6,372 shares; 2019Q2: 6,390 shares; 2019Q3: 5,540 shares; 2019Q4: 5,543 shares; 2020Q1: 5,027 shares; 2020Q2: 5,498 shares; 2020Q3: 4,806 shares 4,806 $1.05M 0.17% -692 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; 2018Q4: 14,135 shares; 2019Q1: 13,661 shares; 2019Q2: 11,660 shares; 2019Q3: 12,288 shares; 2019Q4: 12,037 shares; 2020Q1: 12,919 shares; 2020Q2: 10,937 shares; 2020Q3: 10,833 shares 10,833 $1.04M 0.16% -104 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 73,545 shares; 2019Q1: 56,980 shares; 2019Q2: 47,883 shares; 2019Q3: 47,631 shares; 2019Q4: 47,642 shares; 2020Q1: 22,323 shares; 2020Q2: 17,001 shares; 2020Q3: 15,673 shares 15,673 $998K 0.16% -1,328 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; 2018Q4: 10,642 shares; 2019Q1: 10,172 shares; 2019Q2: 10,192 shares; 2019Q3: 10,160 shares; 2019Q4: 9,647 shares; 2020Q1: 9,288 shares; 2020Q2: 8,737 shares; 2020Q3: 5,945 shares 5,945 $991K 0.16% -2,792 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 7,022 shares; 2019Q1: 6,779 shares; 2019Q2: 5,716 shares; 2019Q3: 5,620 shares; 2019Q4: 5,627 shares; 2020Q1: 4,945 shares; 2020Q2: 5,382 shares; 2020Q3: 4,796 shares 4,796 $959K 0.15% -586 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; 2018Q4: 8,071 shares; 2019Q1: 7,456 shares; 2019Q2: 8,008 shares; 2019Q3: 8,011 shares; 2019Q4: 8,179 shares; 2020Q1: 8,739 shares; 2020Q2: 8,526 shares; 2020Q3: 7,794 shares 7,794 $948K 0.15% -732 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 628 shares; 2020Q2: 999 shares; 2020Q3: 36,518 shares 36,518 $922K 0.14% +35,519 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; 2018Q4: 19,921 shares; 2019Q1: 18,854 shares; 2019Q2: 18,240 shares; 2019Q3: 18,441 shares; 2019Q4: 18,617 shares; 2020Q1: 17,126 shares; 2020Q2: 16,987 shares; 2020Q3: 16,655 shares 16,655 $921K 0.14% -332 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 12,611 shares; 2019Q1: 12,611 shares; 2019Q2: 12,691 shares; 2019Q3: 12,692 shares; 2019Q4: 12,741 shares; 2020Q1: 16,039 shares; 2020Q2: 16,130 shares; 2020Q3: 16,131 shares 16,131 $908K 0.14% +1 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 30,269 shares; 2020Q3: 30,269 shares 30,269 $879K 0.14% 0 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; 2018Q4: 39,247 shares; 2019Q1: 38,577 shares; 2019Q2: 36,687 shares; 2019Q3: 36,218 shares; 2019Q4: 35,682 shares; 2020Q1: 35,375 shares; 2020Q2: 36,692 shares; 2020Q3: 36,370 shares 36,370 $876K 0.14% -322 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 28,924 shares; 2019Q1: 27,516 shares; 2019Q2: 26,856 shares; 2019Q3: 29,703 shares; 2019Q4: 29,089 shares; 2020Q1: 29,882 shares; 2020Q2: 25,086 shares; 2020Q3: 23,638 shares 23,638 $868K 0.14% -1,448 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 15,114 shares; 2019Q1: 13,131 shares; 2019Q2: 11,963 shares; 2019Q3: 10,736 shares; 2019Q4: 11,215 shares; 2020Q1: 10,998 shares; 2020Q2: 10,388 shares; 2020Q3: 9,881 shares 9,881 $866K 0.14% -507 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; 2018Q4: 19,612 shares; 2019Q1: 17,026 shares; 2019Q2: 16,598 shares; 2019Q3: 16,252 shares; 2019Q4: 16,206 shares; 2020Q1: 15,236 shares; 2020Q2: 15,549 shares; 2020Q3: 17,492 shares 17,492 $864K 0.14% +1,943 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 23,308 shares; 2020Q2: 2,153 shares; 2020Q3: 28,636 shares 28,636 $840K 0.13% +26,483 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 9,162 shares; 2019Q1: 8,122 shares; 2019Q2: 8,605 shares; 2019Q3: 6,734 shares; 2019Q4: 6,735 shares; 2020Q1: 5,923 shares; 2020Q2: 6,029 shares; 2020Q3: 5,691 shares 5,691 $837K 0.13% -338 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 8,008 shares; 2019Q1: 7,700 shares; 2019Q2: 7,614 shares; 2019Q3: 7,610 shares; 2019Q4: 6,975 shares; 2020Q1: 6,548 shares; 2020Q2: 6,199 shares; 2020Q3: 5,769 shares 5,769 $824K 0.13% -430 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 15,928 shares; 2020Q2: 16,114 shares; 2020Q3: 15,811 shares 15,811 $816K 0.13% -303 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 19,839 shares; 2019Q1: 18,138 shares; 2019Q2: 18,877 shares; 2019Q3: 14,629 shares; 2019Q4: 14,733 shares; 2020Q1: 10,993 shares; 2020Q2: 11,276 shares; 2020Q3: 12,539 shares 12,539 $796K 0.12% +1,263 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 659 shares; 2019Q1: 625 shares; 2019Q2: 634 shares; 2019Q3: 607 shares; 2019Q4: 585 shares; 2020Q1: 510 shares; 2020Q2: 505 shares; 2020Q3: 539 shares 539 $792K 0.12% +34 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; 2018Q4: 36,468 shares; 2019Q1: 27,850 shares; 2019Q2: 25,921 shares; 2019Q3: 25,416 shares; 2019Q4: 25,262 shares; 2020Q1: 24,966 shares; 2020Q2: 24,019 shares; 2020Q3: 26,985 shares 26,985 $769K 0.12% +2,966 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; 2018Q4: 5,751 shares; 2019Q1: 4,809 shares; 2019Q2: 4,572 shares; 2019Q3: 4,498 shares; 2019Q4: 4,506 shares; 2020Q1: 4,108 shares; 2020Q2: 4,120 shares; 2020Q3: 3,736 shares 3,736 $736K 0.12% -384 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 3,430 shares; 2019Q1: 6,060 shares; 2019Q2: 8,349 shares; 2019Q3: 16,977 shares; 2019Q4: 16,977 shares; 2020Q1: 24,372 shares; 2020Q2: 18,235 shares; 2020Q3: 24,677 shares 24,677 $718K 0.11% +6,442 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 5,401 shares; 2019Q1: 5,403 shares; 2019Q2: 5,587 shares; 2019Q3: 5,673 shares; 2019Q4: 7,341 shares; 2020Q1: 9,854 shares; 2020Q2: 7,870 shares; 2020Q3: 8,071 shares 8,071 $715K 0.11% +201 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 5,633 shares; 2019Q1: 4,617 shares; 2019Q2: 4,720 shares; 2019Q3: 4,723 shares; 2019Q4: 4,447 shares; 2020Q1: 4,449 shares; 2020Q2: 3,494 shares; 2020Q3: 3,497 shares 3,497 $676K 0.11% +3 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 9,537 shares; 2019Q1: 9,427 shares; 2019Q2: 8,673 shares; 2019Q3: 8,668 shares; 2019Q4: 8,705 shares; 2020Q1: 8,392 shares; 2020Q2: 8,231 shares; 2020Q3: 8,294 shares 8,294 $662K 0.1% +63 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; 2018Q4: 38,329 shares; 2019Q1: 33,080 shares; 2019Q2: 30,887 shares; 2019Q3: 23,201 shares; 2019Q4: 22,805 shares; 2020Q1: 24,036 shares; 2020Q2: 18,641 shares; 2020Q3: 18,730 shares 18,730 $643K 0.1% +89 Timeline BRK-A 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; 2018Q4: 2 shares; 2019Q1: 2 shares; 2019Q2: 2 shares; 2019Q3: 2 shares; 2019Q4: 2 shares; 2020Q1: 2 shares; 2020Q2: 2 shares; 2020Q3: 2 shares 2 $640K 0.1% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 3,987 shares; 2019Q1: 3,991 shares; 2019Q2: 3,996 shares; 2019Q3: 4,001 shares; 2019Q4: 4,006 shares; 2020Q1: 3,821 shares; 2020Q2: 3,215 shares; 2020Q3: 3,014 shares 3,014 $628K 0.1% -201 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; 2018Q4: 1,922 shares; 2019Q1: 2,363 shares; 2019Q2: 2,103 shares; 2019Q3: 2,011 shares; 2019Q4: 1,997 shares; 2020Q1: 3,168 shares; 2020Q2: 1,971 shares; 2020Q3: 1,846 shares 1,846 $618K 0.1% -125 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; 2018Q4: 1,460 shares; 2019Q1: 743 shares; 2019Q2: 872 shares; 2019Q3: 765 shares; 2019Q4: 1,093 shares; 2020Q1: 1,300 shares; 2020Q2: 762 shares; 2020Q3: 3,529 shares 3,529 $601K 0.09% +2,767 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 2,933 shares; 2019Q1: 2,933 shares; 2019Q2: 2,933 shares; 2019Q3: 2,909 shares; 2019Q4: 2,910 shares; 2020Q1: 2,774 shares; 2020Q2: 2,748 shares; 2020Q3: 2,749 shares 2,749 $596K 0.09% +1 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 4,890 shares; 2019Q1: 3,890 shares; 2019Q2: 3,915 shares; 2019Q3: 3,866 shares; 2019Q4: 4,174 shares; 2020Q1: 4,144 shares; 2020Q2: 4,146 shares; 2020Q3: 3,874 shares 3,874 $572K 0.09% -272 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 2,615 shares; 2019Q1: 3,211 shares; 2019Q2: 3,016 shares; 2019Q3: 3,971 shares; 2019Q4: 3,974 shares; 2020Q1: 3,410 shares; 2020Q2: 3,387 shares; 2020Q3: 3,353 shares 3,353 $554K 0.09% -34 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; 2018Q4: 7,473 shares; 2019Q1: 10,403 shares; 2019Q2: 8,260 shares; 2019Q3: 8,135 shares; 2019Q4: 8,185 shares; 2020Q1: 8,372 shares; 2020Q2: 7,728 shares; 2020Q3: 7,518 shares 7,518 $514K 0.08% -210 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; 2018Q4: 5,698 shares; 2019Q1: 5,707 shares; 2019Q2: 5,884 shares; 2019Q3: 5,894 shares; 2019Q4: 5,903 shares; 2020Q1: 5,806 shares; 2020Q2: 5,996 shares; 2020Q3: 6,184 shares 6,184 $513K 0.08% +188 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 8,373 shares; 2019Q1: 6,874 shares; 2019Q2: 5,014 shares; 2019Q3: 4,978 shares; 2019Q4: 4,862 shares; 2020Q1: 4,595 shares; 2020Q2: 5,146 shares; 2020Q3: 4,289 shares 4,289 $505K 0.08% -857 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 18,360 shares 18,360 $497K 0.08% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 8,500 shares 8,500 $496K 0.08% new 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; 2018Q4: 5,778 shares; 2019Q1: 5,829 shares; 2019Q2: 5,872 shares; 2019Q3: 5,877 shares; 2019Q4: 5,926 shares; 2020Q1: 7,851 shares; 2020Q2: 8,823 shares; 2020Q3: 6,584 shares 6,584 $494K 0.08% -2,239 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 2,091 shares; 2019Q1: 2,068 shares; 2019Q2: 2,069 shares; 2019Q3: 3,294 shares; 2019Q4: 3,245 shares; 2020Q1: 2,759 shares; 2020Q2: 2,763 shares; 2020Q3: 2,247 shares 2,247 $484K 0.08% -516 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 17,530 shares; 2019Q1: 16,220 shares; 2019Q2: 15,510 shares; 2019Q3: 13,068 shares; 2019Q4: 11,960 shares; 2020Q1: 15,197 shares; 2020Q2: 14,870 shares; 2020Q3: 14,566 shares 14,566 $478K 0.07% -304 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 7,033 shares; 2019Q1: 4,558 shares; 2019Q2: 4,568 shares; 2019Q3: 7,024 shares; 2019Q4: 7,006 shares; 2020Q1: 10,377 shares; 2020Q2: 6,102 shares; 2020Q3: 6,113 shares 6,113 $475K 0.07% +11 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; 2018Q4: 9,100 shares; 2019Q1: 8,924 shares; 2019Q2: 8,656 shares; 2019Q3: 7,724 shares; 2019Q4: 7,675 shares; 2020Q1: 7,687 shares; 2020Q2: 6,549 shares; 2020Q3: 7,358 shares 7,358 $430K 0.07% +809 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 15,495 shares 15,495 $429K 0.07% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 6,734 shares; 2019Q1: 5,675 shares; 2019Q2: 5,405 shares; 2019Q3: 5,060 shares; 2019Q4: 5,060 shares; 2020Q1: 4,860 shares; 2020Q2: 4,903 shares; 2020Q3: 4,860 shares 4,860 $423K 0.07% -43 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; 2018Q4: 7,318 shares; 2019Q1: 7,355 shares; 2019Q2: 7,196 shares; 2019Q3: 6,717 shares; 2019Q4: 7,272 shares; 2020Q1: 7,463 shares; 2020Q2: 7,195 shares; 2020Q3: 6,971 shares 6,971 $420K 0.07% -224 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 10,853 shares; 2020Q3: 12,643 shares 12,643 $414K 0.06% +1,790 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; 2018Q4: 19,681 shares; 2019Q1: 16,906 shares; 2019Q2: 17,017 shares; 2019Q3: 15,613 shares; 2019Q4: 15,310 shares; 2020Q1: 15,307 shares; 2020Q2: 14,547 shares; 2020Q3: 10,525 shares 10,525 $407K 0.06% -4,022 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 5,020 shares; 2019Q1: 5,021 shares; 2019Q2: 5,023 shares; 2019Q3: 5,024 shares; 2019Q4: 5,025 shares; 2020Q1: 5,030 shares; 2020Q2: 5,032 shares; 2020Q3: 5,033 shares 5,033 $379K 0.06% +1 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 13,524 shares; 2020Q3: 13,524 shares 13,524 $371K 0.06% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 3,510 shares; 2019Q1: 3,162 shares; 2019Q2: 2,739 shares; 2019Q3: 1,926 shares; 2019Q4: 1,929 shares; 2020Q1: not reported; 2020Q2: 2,594 shares; 2020Q3: 2,291 shares 2,291 $361K 0.06% -303 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 14,924 shares; 2019Q1: 14,924 shares; 2019Q2: 14,924 shares; 2019Q3: 14,924 shares; 2019Q4: 14,924 shares; 2020Q1: 19,562 shares; 2020Q2: 19,562 shares; 2020Q3: 19,562 shares 19,562 $360K 0.06% 0 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; 2018Q4: 3,388 shares; 2019Q1: 3,356 shares; 2019Q2: 3,356 shares; 2019Q3: 3,356 shares; 2019Q4: 3,334 shares; 2020Q1: 5,257 shares; 2020Q2: 1,664 shares; 2020Q3: 1,958 shares 1,958 $347K 0.05% +294 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 240 shares; 2019Q3: 326 shares; 2019Q4: 328 shares; 2020Q1: 329 shares; 2020Q2: 330 shares; 2020Q3: 4,362 shares 4,362 $329K 0.05% +4,032 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 4,671 shares; 2019Q1: 4,350 shares; 2019Q2: 4,340 shares; 2019Q3: 4,349 shares; 2019Q4: 4,360 shares; 2020Q1: 4,114 shares; 2020Q2: 4,127 shares; 2020Q3: 4,159 shares 4,159 $324K 0.05% +32 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; 2018Q4: 1,241 shares; 2019Q1: 1,055 shares; 2019Q2: 6,330 shares; 2019Q3: 8,221 shares; 2019Q4: 8,230 shares; 2020Q1: 7,760 shares; 2020Q2: 7,624 shares; 2020Q3: 7,449 shares 7,449 $322K 0.05% -175 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; 2018Q4: 7,744 shares; 2019Q1: 8,826 shares; 2019Q2: 8,847 shares; 2019Q3: 3,765 shares; 2019Q4: 2,704 shares; 2020Q1: 4,130 shares; 2020Q2: 4,133 shares; 2020Q3: 4,135 shares 4,135 $317K 0.05% +2 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 5,620 shares; 2020Q1: 5,639 shares; 2020Q2: 5,671 shares; 2020Q3: 5,699 shares 5,699 $310K 0.05% +28 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 916 shares; 2019Q1: 918 shares; 2019Q2: 920 shares; 2019Q3: 920 shares; 2019Q4: 928 shares; 2020Q1: 4,216 shares; 2020Q2: 927 shares; 2020Q3: 915 shares 915 $307K 0.05% -12 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 5,849 shares; 2019Q1: 5,757 shares; 2019Q2: 11,555 shares; 2019Q3: 10,485 shares; 2019Q4: 10,524 shares; 2020Q1: 10,357 shares; 2020Q2: 7,291 shares; 2020Q3: 6,811 shares 6,811 $307K 0.05% -480 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 300 shares; 2019Q1: 1,650 shares; 2019Q2: 1,650 shares; 2019Q3: 1,490 shares; 2019Q4: 1,654 shares; 2020Q1: 1,490 shares; 2020Q2: 1,350 shares; 2020Q3: 5,281 shares 5,281 $303K 0.05% +3,931 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 6,848 shares; 2020Q3: 4,825 shares 4,825 $301K 0.05% -2,023 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 13,667 shares; 2020Q3: 9,821 shares 9,821 $300K 0.05% -3,846 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 1,445 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 1,951 shares; 2019Q4: 1,952 shares; 2020Q1: 1,758 shares; 2020Q2: 1,648 shares; 2020Q3: 1,314 shares 1,314 $291K 0.05% -334 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 8,825 shares; 2019Q1: 8,871 shares; 2019Q2: 8,366 shares; 2019Q3: 8,134 shares; 2019Q4: 8,181 shares; 2020Q1: 8,083 shares; 2020Q2: 7,983 shares; 2020Q3: 8,039 shares 8,039 $289K 0.05% +56 UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 1,391 shares; 2019Q1: 936 shares; 2019Q2: 939 shares; 2019Q3: 942 shares; 2019Q4: 927 shares; 2020Q1: 1,254 shares; 2020Q2: 881 shares; 2020Q3: 869 shares 869 $271K 0.04% -12 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; 2018Q4: not reported; 2019Q1: 1,287 shares; 2019Q2: 1,287 shares; 2019Q3: 1,288 shares; 2019Q4: 1,257 shares; 2020Q1: not reported; 2020Q2: 1,267 shares; 2020Q3: 1,268 shares 1,268 $271K 0.04% +1 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 2,287 shares; 2019Q1: 2,065 shares; 2019Q2: 2,051 shares; 2019Q3: 1,724 shares; 2019Q4: 1,725 shares; 2020Q1: 2,056 shares; 2020Q2: 1,726 shares; 2020Q3: 1,766 shares 1,766 $263K 0.04% +40 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; 2018Q4: 5,013 shares; 2019Q1: 5,199 shares; 2019Q2: 4,912 shares; 2019Q3: 4,758 shares; 2019Q4: 4,774 shares; 2020Q1: 4,629 shares; 2020Q2: 4,757 shares; 2020Q3: 4,577 shares 4,577 $263K 0.04% -180 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; 2018Q4: 9,113 shares; 2019Q1: 4,784 shares; 2019Q2: 4,847 shares; 2019Q3: 4,690 shares; 2019Q4: 4,435 shares; 2020Q1: 3,317 shares; 2020Q2: 2,426 shares; 2020Q3: 2,431 shares 2,431 $256K 0.04% +5 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 3,900 shares; 2019Q1: 3,918 shares; 2019Q2: 3,943 shares; 2019Q3: 3,944 shares; 2019Q4: 3,966 shares; 2020Q1: 3,513 shares; 2020Q2: 3,535 shares; 2020Q3: 3,535 shares 3,535 $254K 0.04% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 8,616 shares; 2019Q1: 6,314 shares; 2019Q2: 6,314 shares; 2019Q3: 6,314 shares; 2019Q4: 6,314 shares; 2020Q1: 6,314 shares; 2020Q2: 6,838 shares; 2020Q3: 6,838 shares 6,838 $249K 0.04% 0 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; 2018Q4: 5,543 shares; 2019Q1: 3,943 shares; 2019Q2: 4,147 shares; 2019Q3: 3,954 shares; 2019Q4: 4,341 shares; 2020Q1: not reported; 2020Q2: 3,712 shares; 2020Q3: 3,763 shares 3,763 $247K 0.04% +51 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; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 3,659 shares; 2019Q4: 4,015 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,400 shares 2,400 $245K 0.04% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 7,961 shares 7,961 $232K 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: 1,445 shares; 2019Q2: 1,445 shares; 2019Q3: 1,445 shares; 2019Q4: 1,445 shares; 2020Q1: 1,765 shares; 2020Q2: 1,426 shares; 2020Q3: 873 shares 873 $219K 0.03% -553 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; 2018Q4: 1,658 shares; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 781 shares 781 $217K 0.03% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 24,598 shares; 2019Q1: 17,416 shares; 2019Q2: 12,473 shares; 2019Q3: 11,460 shares; 2019Q4: 10,137 shares; 2020Q1: 10,169 shares; 2020Q2: 10,034 shares; 2020Q3: 9,067 shares 9,067 $213K 0.03% -967 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 17,260 shares 17,260 $213K 0.03% new Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,822 shares; 2020Q1: 7,267 shares; 2020Q2: 7,267 shares; 2020Q3: 7,268 shares 7,268 $206K 0.03% +1 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,223 shares 1,223 $201K 0.03% new 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; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 17,576 shares; 2019Q4: 17,576 shares; 2020Q1: 17,576 shares; 2020Q2: 17,576 shares; 2020Q3: 17,675 shares 17,675 $195K 0.03% +99 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; 2018Q4: 1,571 shares; 2019Q1: 1,571 shares; 2019Q2: 1,719 shares; 2019Q3: 1,610 shares; 2019Q4: 1,627 shares; 2020Q1: 2,467 shares; 2020Q2: 2,284 shares; 2020Q3: 2,300 shares 2,300 $182K 0.03% +16 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 1,057 shares; 2019Q1: 1,027 shares; 2019Q2: 1,027 shares; 2019Q3: 1,027 shares; 2019Q4: 1,027 shares; 2020Q1: 996 shares; 2020Q2: 965 shares; 2020Q3: 965 shares 965 $181K 0.03% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 1,692 shares; 2019Q1: 2,592 shares; 2019Q2: 2,573 shares; 2019Q3: 2,519 shares; 2019Q4: 2,539 shares; 2020Q1: 1,382 shares; 2020Q2: 1,394 shares; 2020Q3: 1,399 shares 1,399 $179K 0.03% +5 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; 2018Q4: 952 shares; 2019Q1: 935 shares; 2019Q2: 937 shares; 2019Q3: 875 shares; 2019Q4: 805 shares; 2020Q1: 1,020 shares; 2020Q2: 918 shares; 2020Q3: 1,149 shares 1,149 $177K 0.03% +231 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 866 shares; 2020Q3: 1,180 shares 1,180 $171K 0.03% +314 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 2,640 shares; 2019Q1: 2,323 shares; 2019Q2: 2,716 shares; 2019Q3: 2,507 shares; 2019Q4: 2,526 shares; 2020Q1: 2,239 shares; 2020Q2: 1,545 shares; 2020Q3: 1,421 shares 1,421 $168K 0.03% -124 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,174 shares; 2019Q4: 2,174 shares; 2020Q1: 1,194 shares; 2020Q2: 1,194 shares; 2020Q3: 1,214 shares 1,214 $164K 0.03% +20 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; 2018Q4: 895 shares; 2019Q1: 900 shares; 2019Q2: 834 shares; 2019Q3: 838 shares; 2019Q4: 778 shares; 2020Q1: 709 shares; 2020Q2: 709 shares; 2020Q3: 501 shares 501 $154K 0.02% -208 Timeline TESLA INC TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 25,000 shares; 2019Q1: 25,000 shares; 2019Q2: 25,000 shares; 2019Q3: 25,000 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 25,000 shares; 2020Q3: 25,000 shares 25,000 $149K 0.02% 0 DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: 1,680 shares; 2019Q2: 1,680 shares; 2019Q3: 1,680 shares; 2019Q4: 1,680 shares; 2020Q1: 1,680 shares; 2020Q2: not reported; 2020Q3: 1,680 shares 1,680 $138K 0.02% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 540 shares; 2019Q1: 540 shares; 2019Q2: 540 shares; 2019Q3: 540 shares; 2019Q4: 643 shares; 2020Q1: 1,938 shares; 2020Q2: 540 shares; 2020Q3: 540 shares 540 $125K 0.02% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,241 shares; 2020Q3: 1,247 shares 1,247 $123K 0.02% +6 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 21,595 shares; 2019Q1: 20,627 shares; 2019Q2: 17,257 shares; 2019Q3: 17,258 shares; 2019Q4: 17,336 shares; 2020Q1: 1,162 shares; 2020Q2: 1,162 shares; 2020Q3: 1,244 shares 1,244 $112K 0.02% +82 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: 645 shares; 2019Q2: 645 shares; 2019Q3: 645 shares; 2019Q4: 648 shares; 2020Q1: 560 shares; 2020Q2: 560 shares; 2020Q3: 560 shares 560 $110K 0.02% 0 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 77,863 shares; 2019Q1: 20,026 shares; 2019Q2: 15,435 shares; 2019Q3: 15,346 shares; 2019Q4: 15,357 shares; 2020Q1: 17,928 shares; 2020Q2: 16,874 shares; 2020Q3: 17,002 shares 17,002 $106K 0.02% +128 EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 2,352 shares; 2019Q1: 5,779 shares; 2019Q2: 5,669 shares; 2019Q3: 5,709 shares; 2019Q4: 5,778 shares; 2020Q1: 2,497 shares; 2020Q2: 2,417 shares; 2020Q3: 2,330 shares 2,330 $103K 0.02% -87 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 4,410 shares; 2020Q1: 828 shares; 2020Q2: 369 shares; 2020Q3: 2,117 shares 2,117 $103K 0.02% +1,748 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 1,319 shares; 2019Q1: 1,543 shares; 2019Q2: 1,550 shares; 2019Q3: 1,550 shares; 2019Q4: 1,564 shares; 2020Q1: 4,796 shares; 2020Q2: 1,241 shares; 2020Q3: 1,251 shares 1,251 $102K 0.02% +10 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,834 shares 3,834 $101K 0.02% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 111,619 shares; 2019Q1: 116,809 shares; 2019Q2: 115,722 shares; 2019Q3: 114,976 shares; 2019Q4: 38,577 shares; 2020Q1: 20,018 shares; 2020Q2: 2,890 shares; 2020Q3: 2,890 shares 2,890 $89K 0.01% 0 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; 2018Q4: 1,638 shares; 2019Q1: 4,403 shares; 2019Q2: 8,067 shares; 2019Q3: 2,563 shares; 2019Q4: 2,563 shares; 2020Q1: 2,712 shares; 2020Q2: 2,092 shares; 2020Q3: 2,093 shares 2,093 $88K 0.01% +1 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 11,876 shares; 2020Q3: 11,876 shares 11,876 $86K 0.01% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,220 shares 1,220 $85K 0.01% new 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; 2018Q4: 64,705 shares; 2019Q1: 8,783 shares; 2019Q2: 6,867 shares; 2019Q3: 1,066 shares; 2019Q4: 991 shares; 2020Q1: 757 shares; 2020Q2: 761 shares; 2020Q3: 1,049 shares 1,049 $81K 0.01% +288 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; 2018Q4: 953 shares; 2019Q1: 953 shares; 2019Q2: 971 shares; 2019Q3: 953 shares; 2019Q4: 953 shares; 2020Q1: 7,551 shares; 2020Q2: 953 shares; 2020Q3: 953 shares 953 $77K 0.01% 0 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; 2018Q4: 535 shares; 2019Q1: 734 shares; 2019Q2: 734 shares; 2019Q3: 734 shares; 2019Q4: 734 shares; 2020Q1: 1,168 shares; 2020Q2: 633 shares; 2020Q3: 633 shares 633 $66K 0.01% 0 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,313 shares; 2020Q2: 2,313 shares; 2020Q3: 2,313 shares 2,313 $66K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 5 shares; 2020Q1: not reported; 2020Q2: 249 shares; 2020Q3: 495 shares 495 $60K 0.01% +246 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 494 shares; 2019Q1: 444 shares; 2019Q2: 646 shares; 2019Q3: 451 shares; 2019Q4: 452 shares; 2020Q1: 452 shares; 2020Q2: 454 shares; 2020Q3: 455 shares 455 $58K 0.01% +1 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; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 313 shares; 2020Q2: 313 shares; 2020Q3: 313 shares 313 $51K 0.01% 0 Timeline Ishares Ibonds Dec Ishares Ibonds Dec More: the full row for Ishares Ibonds Dec Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,998 shares; 2020Q3: 2,009 shares 2,009 $50K 0.01% +11 Ishares Ibonds Dec Ishares Ibonds Dec More: the full row for Ishares Ibonds Dec Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,976 shares; 2020Q3: 1,983 shares 1,983 $50K 0.01% +7 IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 237 shares; 2019Q1: 237 shares; 2019Q2: 237 shares; 2019Q3: 237 shares; 2019Q4: 311 shares; 2020Q1: 311 shares; 2020Q2: 237 shares; 2020Q3: 237 shares 237 $44K 0.01% 0 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 475 shares; 2020Q3: 475 shares 475 $44K 0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: 3,347 shares; 2019Q2: 3,347 shares; 2019Q3: 3,557 shares; 2019Q4: 995 shares; 2020Q1: 858 shares; 2020Q2: not reported; 2020Q3: 1,017 shares 1,017 $42K 0.01% 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; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 983 shares 983 $41K 0.01% new Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,418 shares; 2020Q3: 1,441 shares 1,441 $38K 0.01% +23 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; 2018Q4: 988 shares; 2019Q1: 519 shares; 2019Q2: 450 shares; 2019Q3: 452 shares; 2019Q4: 453 shares; 2020Q1: 308 shares; 2020Q2: 308 shares; 2020Q3: 309 shares 309 $36K 0.01% +1 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 164 shares; 2019Q1: 163 shares; 2019Q2: 163 shares; 2019Q3: 164 shares; 2019Q4: 164 shares; 2020Q1: 163 shares; 2020Q2: 163 shares; 2020Q3: 164 shares 164 $36K 0.01% +1 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; 2018Q4: not reported; 2019Q1: 649 shares; 2019Q2: 899 shares; 2019Q3: 649 shares; 2019Q4: 550 shares; 2020Q1: 520 shares; 2020Q2: not reported; 2020Q3: 384 shares 384 $35K 0.01% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 301 shares 301 $34K 0.01% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 455 shares; 2019Q1: 457 shares; 2019Q2: 459 shares; 2019Q3: 460 shares; 2019Q4: 465 shares; 2020Q1: 465 shares; 2020Q2: 430 shares; 2020Q3: 432 shares 432 $34K 0.01% +2 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 9 shares; 2019Q4: not reported; 2020Q1: 149 shares; 2020Q2: 149 shares; 2020Q3: 149 shares 149 $32K 0.01% 0 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; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 238 shares; 2020Q2: 238 shares; 2020Q3: 238 shares 238 $29K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 2,655 shares; 2019Q4: 5,172 shares; 2020Q1: 272 shares; 2020Q2: 272 shares; 2020Q3: 273 shares 273 $25K <0.01% +1 Timeline BLV 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; 2018Q4: 285 shares; 2019Q1: 228 shares; 2019Q2: 228 shares; 2019Q3: 228 shares; 2019Q4: 228 shares; 2020Q1: 228 shares; 2020Q2: 228 shares; 2020Q3: 228 shares 228 $25K <0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: 196 shares; 2019Q4: 197 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 201 shares 201 $23K <0.01% new 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; 2018Q4: 256 shares; 2019Q1: 292 shares; 2019Q2: 311 shares; 2019Q3: 313 shares; 2019Q4: 353 shares; 2020Q1: 337 shares; 2020Q2: 373 shares; 2020Q3: 374 shares 374 $22K <0.01% +1 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 803 shares; 2020Q3: 803 shares 803 $20K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 43 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 167 shares 167 $18K <0.01% 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; 2018Q4: 5 shares; 2019Q1: 5 shares; 2019Q2: 5 shares; 2019Q3: 16 shares; 2019Q4: 5 shares; 2020Q1: 162 shares; 2020Q2: 162 shares; 2020Q3: 162 shares 162 $18K <0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 5,981 shares; 2019Q1: 2,965 shares; 2019Q2: 2,474 shares; 2019Q3: 1,526 shares; 2019Q4: 275 shares; 2020Q1: 704 shares; 2020Q2: 277 shares; 2020Q3: 279 shares 279 $15K <0.01% +2 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 137 shares; 2020Q2: 69 shares; 2020Q3: 69 shares 69 $13K <0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 172 shares; 2020Q2: 86 shares; 2020Q3: 69 shares 69 $12K <0.01% -17 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 32 shares; 2020Q2: 35 shares; 2020Q3: 175 shares 175 $11K <0.01% +140 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; 2018Q4: 188 shares; 2019Q1: 329 shares; 2019Q2: 757 shares; 2019Q3: 835 shares; 2019Q4: 288 shares; 2020Q1: 218 shares; 2020Q2: 219 shares; 2020Q3: 193 shares 193 $11K <0.01% -26 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; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 146 shares 146 $9K <0.01% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 115 shares; 2019Q1: 115 shares; 2019Q2: 115 shares; 2019Q3: 115 shares; 2019Q4: 95 shares; 2020Q1: 60 shares; 2020Q2: 2 shares; 2020Q3: 15 shares 15 $6K <0.01% +13 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 115 shares; 2020Q2: 52 shares; 2020Q3: 52 shares 52 $6K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: 98 shares; 2019Q3: not reported; 2019Q4: 7 shares; 2020Q1: 29 shares; 2020Q2: 29 shares; 2020Q3: 29 shares 29 $5K <0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 45 shares; 2020Q2: 23 shares; 2020Q3: 23 shares 23 $4K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 17 shares; 2019Q1: 17 shares; 2019Q2: 26 shares; 2019Q3: 17 shares; 2019Q4: 17 shares; 2020Q1: 17 shares; 2020Q2: 17 shares; 2020Q3: 17 shares 17 $2K <0.01% 0 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; 2018Q4: 35 shares; 2019Q1: 35 shares; 2019Q2: 51 shares; 2019Q3: 35 shares; 2019Q4: 36 shares; 2020Q1: 35 shares; 2020Q2: 35 shares; 2020Q3: 36 shares 36 $2K <0.01% +1 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; 2018Q4: 45 shares; 2019Q1: 45 shares; 2019Q2: 135 shares; 2019Q3: 135 shares; 2019Q4: 45 shares; 2020Q1: 45 shares; 2020Q2: 45 shares; 2020Q3: 45 shares 45 $2K <0.01% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: 1,199 shares; 2019Q1: 638 shares; 2019Q2: 642 shares; 2019Q3: 90 shares; 2019Q4: 90 shares; 2020Q1: 90 shares; 2020Q2: 90 shares; 2020Q3: 90 shares 90 $2K <0.01% 0 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 34 shares 34 $1K <0.01% new Timeline BRISTOL-MYERS SQUIBB CO 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; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 400 shares; 2020Q3: 400 shares 400 $1K <0.01% 0 BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q4: not reported; 2019Q1: not reported; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4 shares; 2020Q2: 4 shares; 2020Q3: 4 shares 4 $0 0% 0 Value filed as zero, left out of ratios. Timeline