QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 291,540 shares; 2019Q3: 302,910 shares; 2019Q4: 338,829 shares; 2020Q1: 424,795 shares; 2020Q2: 398,834 shares; 2020Q3: 390,774 shares; 2020Q4: 381,373 shares; 2021Q1: 384,440 shares 384,440 $46.8M 16.27% +3,067 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 511,751 shares; 2019Q3: 548,628 shares; 2019Q4: 611,581 shares; 2020Q1: 817,450 shares; 2020Q2: 669,900 shares; 2020Q3: 745,762 shares; 2020Q4: 797,295 shares; 2021Q1: 853,217 shares 853,217 $41.2M 14.31% +55,922 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: 83,640 shares; 2019Q3: 81,557 shares; 2019Q4: 86,031 shares; 2020Q1: 121,853 shares; 2020Q2: 110,299 shares; 2020Q3: 82,601 shares; 2020Q4: 94,716 shares; 2021Q1: 97,673 shares 97,673 $35.6M 12.37% +2,957 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 159,911 shares; 2019Q3: 189,705 shares; 2019Q4: 193,542 shares; 2020Q1: 157,056 shares; 2020Q2: 201,487 shares; 2020Q3: 184,994 shares; 2020Q4: 181,059 shares; 2021Q1: 178,807 shares 178,807 $28.8M 10% -2,252 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 377,354 shares; 2019Q3: 403,534 shares; 2019Q4: 499,626 shares; 2020Q1: 227,662 shares; 2020Q2: 294,449 shares; 2020Q3: 316,433 shares; 2020Q4: 263,375 shares; 2021Q1: 247,565 shares 247,565 $17.1M 5.95% -15,810 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: 183,038 shares; 2019Q3: 191,530 shares; 2019Q4: 201,241 shares; 2020Q1: 103,873 shares; 2020Q2: 56,979 shares; 2020Q3: 57,105 shares; 2020Q4: 128,150 shares; 2021Q1: 142,198 shares 142,198 $15.4M 5.36% +14,048 Timeline 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: 101,260 shares; 2019Q3: 105,683 shares; 2019Q4: 113,077 shares; 2020Q1: 113,146 shares; 2020Q2: 105,315 shares; 2020Q3: 111,261 shares; 2020Q4: 113,924 shares; 2021Q1: 113,848 shares 113,848 $10.5M 3.63% -76 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 221,601 shares; 2019Q3: 234,819 shares; 2019Q4: 248,898 shares; 2020Q1: 133,946 shares; 2020Q2: 149,022 shares; 2020Q3: 153,415 shares; 2020Q4: 156,252 shares; 2021Q1: 152,723 shares 152,723 $9.65M 3.35% -3,529 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 150,956 shares; 2019Q3: 155,843 shares; 2019Q4: 176,701 shares; 2020Q1: 179,750 shares; 2020Q2: 198,161 shares; 2020Q3: 198,932 shares; 2020Q4: 180,671 shares; 2021Q1: 170,361 shares 170,361 $8.55M 2.97% -10,310 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 146,451 shares; 2019Q3: 153,255 shares; 2019Q4: 162,666 shares; 2020Q1: 89,052 shares; 2020Q2: 94,778 shares; 2020Q3: 99,220 shares; 2020Q4: 102,588 shares; 2021Q1: 94,394 shares 94,394 $6.89M 2.39% -8,194 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: 30,539 shares; 2019Q3: 30,820 shares; 2019Q4: 30,751 shares; 2020Q1: 30,552 shares; 2020Q2: 30,511 shares; 2020Q3: 29,057 shares; 2020Q4: 29,156 shares; 2021Q1: 27,623 shares 27,623 $6.51M 2.26% -1,533 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,209 shares; 2019Q3: 359 shares; 2019Q4: 572 shares; 2020Q1: 170 shares; 2020Q2: 94 shares; 2020Q3: 73,776 shares; 2020Q4: 80,676 shares; 2021Q1: 89,207 shares 89,207 $6.43M 2.23% +8,531 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; 2019Q2: 127,025 shares; 2019Q3: 75,518 shares; 2019Q4: 82,430 shares; 2020Q1: 35,778 shares; 2020Q2: 30,379 shares; 2020Q3: 26,630 shares; 2020Q4: 27,412 shares; 2021Q1: 26,639 shares 26,639 $3.5M 1.22% -773 Timeline SMMV 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: 135,759 shares; 2020Q2: 184,944 shares; 2020Q3: 196,669 shares; 2020Q4: 80,137 shares; 2021Q1: 80,756 shares 80,756 $2.98M 1.03% +619 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: 8,459 shares; 2019Q3: 8,481 shares; 2019Q4: 8,481 shares; 2020Q1: 8,281 shares; 2020Q2: 8,270 shares; 2020Q3: 10,469 shares; 2020Q4: 10,469 shares; 2021Q1: 10,264 shares 10,264 $2.76M 0.96% -205 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: 428 shares; 2019Q4: 428 shares; 2020Q1: 566 shares; 2020Q2: 9,316 shares; 2020Q3: 10,436 shares; 2020Q4: 12,576 shares; 2021Q1: 12,796 shares 12,796 $2.74M 0.95% +220 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: 1,575 shares; 2019Q3: 1,577 shares; 2019Q4: 1,579 shares; 2020Q1: 1,569 shares; 2020Q2: 1,569 shares; 2020Q3: 1,547 shares; 2020Q4: 1,534 shares; 2021Q1: 1,316 shares 1,316 $2.72M 0.95% -218 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: 21,713 shares; 2019Q3: 21,237 shares; 2019Q4: 21,878 shares; 2020Q1: 19,884 shares; 2020Q2: 20,601 shares; 2020Q3: 19,753 shares; 2020Q4: 20,425 shares; 2021Q1: 18,717 shares 18,717 $2.54M 0.88% -1,708 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: 13,936 shares; 2019Q3: 13,203 shares; 2019Q4: 16,937 shares; 2020Q1: 13,291 shares; 2020Q2: 15,778 shares; 2020Q3: 14,267 shares; 2020Q4: 10,549 shares; 2021Q1: 8,072 shares 8,072 $2.46M 0.86% -2,477 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 14,526 shares; 2019Q3: 14,526 shares; 2019Q4: 14,487 shares; 2020Q1: 14,462 shares; 2020Q2: 14,462 shares; 2020Q3: 14,372 shares; 2020Q4: 14,353 shares; 2021Q1: 14,104 shares 14,104 $2.22M 0.77% -249 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: 17,492 shares; 2019Q3: 17,442 shares; 2019Q4: 17,434 shares; 2020Q1: 17,295 shares; 2020Q2: 17,239 shares; 2020Q3: 17,111 shares; 2020Q4: 16,941 shares; 2021Q1: 15,510 shares 15,510 $2.19M 0.76% -1,431 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: 21,520 shares; 2019Q3: 21,662 shares; 2019Q4: 31,685 shares; 2020Q1: 24,147 shares; 2020Q2: 30,988 shares; 2020Q3: 30,921 shares; 2020Q4: 38,963 shares; 2021Q1: 32,302 shares 32,302 $2.01M 0.7% -6,661 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: not reported; 2019Q3: 512 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 6,026 shares; 2020Q4: 20,626 shares; 2021Q1: 30,172 shares 30,172 $1.94M 0.67% +9,546 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: 36,979 shares; 2019Q3: 37,049 shares; 2019Q4: 37,987 shares; 2020Q1: 37,759 shares; 2020Q2: 37,704 shares; 2020Q3: 36,866 shares; 2020Q4: 37,376 shares; 2021Q1: 35,525 shares 35,525 $1.92M 0.67% -1,851 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 48,973 shares; 2019Q3: 48,358 shares; 2019Q4: 45,934 shares; 2020Q1: 44,166 shares; 2020Q2: 35,536 shares; 2020Q3: 35,365 shares; 2020Q4: 34,970 shares; 2021Q1: 34,978 shares 34,978 $1.79M 0.62% +8 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: 12,038 shares; 2019Q3: 11,746 shares; 2019Q4: 11,734 shares; 2020Q1: 11,722 shares; 2020Q2: 11,701 shares; 2020Q3: 10,390 shares; 2020Q4: 10,358 shares; 2021Q1: 9,973 shares 9,973 $1.64M 0.57% -385 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 14,682 shares; 2019Q3: 14,682 shares; 2019Q4: 14,682 shares; 2020Q1: 14,638 shares; 2020Q2: 14,638 shares; 2020Q3: 14,580 shares; 2020Q4: 14,560 shares; 2021Q1: 12,625 shares 12,625 $1.51M 0.53% -1,935 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: 64,625 shares; 2019Q3: 53,539 shares; 2019Q4: 61,907 shares; 2020Q1: 887 shares; 2020Q2: 6,511 shares; 2020Q3: 10,550 shares; 2020Q4: 13,026 shares; 2021Q1: 12,331 shares 12,331 $1.4M 0.49% -695 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; 2019Q2: 31,093 shares; 2019Q3: 29,880 shares; 2019Q4: 32,778 shares; 2020Q1: 28,478 shares; 2020Q2: 29,738 shares; 2020Q3: 26,837 shares; 2020Q4: 25,198 shares; 2021Q1: 24,324 shares 24,324 $1.28M 0.45% -874 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: 3,011 shares; 2019Q3: 2,483 shares; 2019Q4: 2,483 shares; 2020Q1: 2,614 shares; 2020Q2: 2,605 shares; 2020Q3: 10,550 shares; 2020Q4: 10,598 shares; 2021Q1: 10,220 shares 10,220 $1.25M 0.43% -378 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: 629 shares; 2019Q3: 630 shares; 2019Q4: 632 shares; 2020Q1: 631 shares; 2020Q2: 630 shares; 2020Q3: 619 shares; 2020Q4: 618 shares; 2021Q1: 581 shares 581 $1.2M 0.42% -37 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: 35,325 shares; 2019Q3: 31,275 shares; 2019Q4: 31,708 shares; 2020Q1: 28,951 shares; 2020Q2: 25,438 shares; 2020Q3: 23,551 shares; 2020Q4: 22,490 shares; 2021Q1: 14,792 shares 14,792 $1.08M 0.37% -7,698 Timeline SGOL ETFS GOLD TR More: the full row for ETFS 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: 60,845 shares 60,845 $998K 0.35% 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: 18,071 shares; 2019Q3: 18,013 shares; 2019Q4: 17,904 shares; 2020Q1: 16,484 shares; 2020Q2: 16,484 shares; 2020Q3: 16,195 shares; 2020Q4: 15,149 shares; 2021Q1: 11,636 shares 11,636 $745K 0.26% -3,513 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; 2019Q2: 3,763 shares; 2019Q3: 3,717 shares; 2019Q4: 3,744 shares; 2020Q1: 3,724 shares; 2020Q2: 3,727 shares; 2020Q3: 3,727 shares; 2020Q4: 3,733 shares; 2021Q1: 3,152 shares 3,152 $698K 0.24% -581 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,665 shares; 2019Q3: 2,532 shares; 2019Q4: 2,532 shares; 2020Q1: 2,532 shares; 2020Q2: 2,532 shares; 2020Q3: 2,532 shares; 2020Q4: 2,532 shares; 2021Q1: 2,532 shares 2,532 $672K 0.23% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,745 shares; 2019Q3: 6,688 shares; 2019Q4: 6,762 shares; 2020Q1: 6,464 shares; 2020Q2: 6,488 shares; 2020Q3: 6,226 shares; 2020Q4: 6,226 shares; 2021Q1: 4,956 shares 4,956 $671K 0.23% -1,270 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: 5,194 shares; 2019Q3: 5,188 shares; 2019Q4: 6,218 shares; 2020Q1: 5,034 shares; 2020Q2: 5,972 shares; 2020Q3: 4,215 shares; 2020Q4: 5,004 shares; 2021Q1: 4,011 shares 4,011 $611K 0.21% -993 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: 18,786 shares; 2019Q3: 17,998 shares; 2019Q4: 27,247 shares; 2020Q1: 19,394 shares; 2020Q2: 25,222 shares; 2020Q3: 17,243 shares; 2020Q4: 22,476 shares; 2021Q1: 16,681 shares 16,681 $505K 0.18% -5,795 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: 2,275 shares; 2019Q3: 2,275 shares; 2019Q4: 2,275 shares; 2020Q1: 2,275 shares; 2020Q2: 2,275 shares; 2020Q3: 2,175 shares; 2020Q4: 2,175 shares; 2021Q1: 2,223 shares 2,223 $490K 0.17% +48 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: 1,007 shares; 2020Q1: not reported; 2020Q2: 905 shares; 2020Q3: 1,196 shares; 2020Q4: 1,196 shares; 2021Q1: 1,196 shares 1,196 $382K 0.13% 0 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: 1,901 shares; 2019Q4: 1,901 shares; 2020Q1: not reported; 2020Q2: 1,892 shares; 2020Q3: 1,892 shares; 2020Q4: 1,892 shares; 2021Q1: 1,992 shares 1,992 $379K 0.13% +100 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS 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: 3,391 shares; 2020Q3: 3,391 shares; 2020Q4: 3,391 shares; 2021Q1: 3,391 shares 3,391 $376K 0.13% 0 Timeline EYE NATIONAL VISION HLDGS INC More: the full row for NATIONAL VISION HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 7,111 shares; 2019Q3: 10,322 shares; 2019Q4: 9,822 shares; 2020Q1: not reported; 2020Q2: 9,322 shares; 2020Q3: 8,322 shares; 2020Q4: 8,322 shares; 2021Q1: 7,722 shares 7,722 $338K 0.12% -600 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: 12,281 shares; 2019Q3: 12,281 shares; 2019Q4: 12,431 shares; 2020Q1: 10,340 shares; 2020Q2: 8,748 shares; 2020Q3: 7,425 shares; 2020Q4: 7,379 shares; 2021Q1: 6,021 shares 6,021 $336K 0.12% -1,358 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; 2019Q2: 2,193 shares; 2019Q3: 2,193 shares; 2019Q4: 2,193 shares; 2020Q1: not reported; 2020Q2: 2,011 shares; 2020Q3: 2,011 shares; 2020Q4: 2,011 shares; 2021Q1: 1,946 shares 1,946 $331K 0.12% -65 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: 5,156 shares; 2019Q3: 5,156 shares; 2019Q4: 5,156 shares; 2020Q1: 5,056 shares; 2020Q2: 4,056 shares; 2020Q3: 4,056 shares; 2020Q4: 3,656 shares; 2021Q1: 3,656 shares 3,656 $330K 0.11% 0 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: 6,224 shares; 2020Q1: not reported; 2020Q2: 5,679 shares; 2020Q3: 5,679 shares; 2020Q4: 5,679 shares; 2021Q1: 5,579 shares 5,579 $325K 0.11% -100 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: 4,370 shares; 2019Q3: 4,320 shares; 2019Q4: 4,320 shares; 2020Q1: 4,320 shares; 2020Q2: 4,320 shares; 2020Q3: 4,084 shares; 2020Q4: 4,084 shares; 2021Q1: 4,084 shares 4,084 $322K 0.11% 0 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: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 725 shares; 2020Q4: 752 shares; 2021Q1: 752 shares 752 $298K 0.1% 0 Timeline IEUR 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: 4,580 shares; 2020Q4: 4,848 shares; 2021Q1: 4,848 shares 4,848 $262K 0.09% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,833 shares; 2019Q3: 1,556 shares; 2019Q4: 1,554 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,447 shares; 2021Q1: 1,381 shares 1,381 $255K 0.09% -66 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: 2,765 shares; 2019Q3: 2,765 shares; 2019Q4: 2,785 shares; 2020Q1: 2,768 shares; 2020Q2: 3,185 shares; 2020Q3: 3,165 shares; 2020Q4: 3,165 shares; 2021Q1: 3,232 shares 3,232 $249K 0.09% +67 Timeline XT 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: 8 shares; 2020Q3: 3,311 shares; 2020Q4: 4,023 shares; 2021Q1: 4,023 shares 4,023 $238K 0.08% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 2,381 shares; 2021Q1: 2,030 shares 2,030 $233K 0.08% -351 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: 2,665 shares; 2019Q3: 2,665 shares; 2019Q4: 2,680 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,545 shares; 2021Q1: 2,545 shares 2,545 $226K 0.08% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 1,159 shares; 2021Q1: 1,159 shares 1,159 $226K 0.08% 0 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: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,065 shares 1,065 $225K 0.08% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS 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: 302 shares 302 $223K 0.08% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 7,167 shares; 2019Q3: 8,019 shares; 2019Q4: 7,067 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,661 shares 5,661 $219K 0.08% new 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: 3,859 shares; 2020Q1: not reported; 2020Q2: 3,478 shares; 2020Q3: 3,478 shares; 2020Q4: 3,478 shares; 2021Q1: 3,391 shares 3,391 $214K 0.07% -87 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: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 94 shares; 2020Q3: 93 shares; 2020Q4: 93 shares; 2021Q1: 69 shares 69 $213K 0.07% -24 Timeline DLN 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: not reported; 2020Q4: not reported; 2021Q1: 1,776 shares 1,776 $204K 0.07% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND 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: 680 shares; 2021Q1: 610 shares 610 $201K 0.07% -70 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: 491 shares; 2019Q4: 491 shares; 2020Q1: 491 shares; 2020Q2: 491 shares; 2020Q3: 491 shares; 2020Q4: 455 shares; 2021Q1: 583 shares 583 $150K 0.05% +128 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: 357 shares; 2019Q3: 357 shares; 2019Q4: 470 shares; 2020Q1: 412 shares; 2020Q2: 470 shares; 2020Q3: 337 shares; 2020Q4: 450 shares; 2021Q1: 374 shares 374 $149K 0.05% -76 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: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 488 shares; 2020Q4: 1,952 shares; 2021Q1: 1,952 shares 1,952 $127K 0.04% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 600 shares; 2019Q3: 600 shares; 2019Q4: 600 shares; 2020Q1: 600 shares; 2020Q2: 600 shares; 2020Q3: 600 shares; 2020Q4: 600 shares; 2021Q1: 600 shares 600 $108K 0.04% 0 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 767 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 767 shares; 2020Q4: 767 shares; 2021Q1: 717 shares 717 $95K 0.03% -50 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: 48 shares; 2019Q3: 48 shares; 2019Q4: 48 shares; 2020Q1: 48 shares; 2020Q2: 569 shares; 2020Q3: 529 shares; 2020Q4: 397 shares; 2021Q1: 370 shares 370 $90K 0.03% -27 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: not reported; 2019Q3: not reported; 2019Q4: 680 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 618 shares; 2020Q4: 618 shares; 2021Q1: 618 shares 618 $72K 0.03% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 197 shares; 2019Q3: 197 shares; 2019Q4: 240 shares; 2020Q1: 199 shares; 2020Q2: 201 shares; 2020Q3: 201 shares; 2020Q4: 201 shares; 2021Q1: 201 shares 201 $62K 0.02% 0 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: not reported; 2019Q3: not reported; 2019Q4: 414 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 369 shares; 2020Q4: 369 shares; 2021Q1: 369 shares 369 $62K 0.02% 0 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: 222 shares; 2019Q3: 222 shares; 2019Q4: 297 shares; 2020Q1: 222 shares; 2020Q2: 297 shares; 2020Q3: 222 shares; 2020Q4: 297 shares; 2021Q1: 222 shares 222 $58K 0.02% -75 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,223 shares; 2019Q3: 1,223 shares; 2019Q4: 1,223 shares; 2020Q1: 1,223 shares; 2020Q2: 1,223 shares; 2020Q3: 1,223 shares; 2020Q4: 1,223 shares; 2021Q1: 825 shares 825 $41K 0.01% -398 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: 67 shares; 2019Q3: 67 shares; 2019Q4: 764 shares; 2020Q1: 314 shares; 2020Q2: 764 shares; 2020Q3: 315 shares; 2020Q4: 765 shares; 2021Q1: 337 shares 337 $31K 0.01% -428 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 132 shares; 2019Q3: 132 shares; 2019Q4: 132 shares; 2020Q1: 132 shares; 2020Q2: 132 shares; 2020Q3: 132 shares; 2020Q4: 132 shares; 2021Q1: 132 shares 132 $29K 0.01% 0 Timeline IWR 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: 60 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 363 shares 363 $27K 0.01% 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: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,018 shares; 2020Q3: 1,018 shares; 2020Q4: 1,018 shares; 2021Q1: 1,018 shares 1,018 $27K 0.01% 0 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: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 60 shares 60 $12K <0.01% new 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: not reported; 2019Q3: not reported; 2019Q4: 1,188 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 254 shares; 2020Q4: 254 shares; 2021Q1: 254 shares 254 $9K <0.01% 0 Timeline HDV 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: 100 shares; 2020Q4: 100 shares; 2021Q1: 100 shares 100 $9K <0.01% 0 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: 6 shares; 2019Q4: 10 shares; 2020Q1: 12 shares; 2020Q2: 12 shares; 2020Q3: 12 shares; 2020Q4: 12 shares; 2021Q1: 12 shares 12 $5K <0.01% 0 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: 100 shares; 2019Q3: 100 shares; 2019Q4: 100 shares; 2020Q1: 100 shares; 2020Q2: 100 shares; 2020Q3: 100 shares; 2020Q4: 100 shares; 2021Q1: 100 shares 100 $5K <0.01% 0 Timeline IWP 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: 48 shares 48 $5K <0.01% new Timeline IJS 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: 30 shares 30 $3K <0.01% new 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: 14 shares; 2019Q4: 14 shares; 2020Q1: 14 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 20 shares 20 $3K <0.01% new Timeline IJT 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: 22 shares 22 $3K <0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 174 shares; 2019Q3: 174 shares; 2019Q4: 74 shares; 2020Q1: 90 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 20 shares 20 $3K <0.01% new Timeline IWS 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: 23 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 8 shares 8 $1K <0.01% new Timeline VLUE 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: 13 shares 13 $1K <0.01% new Timeline MCHI 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: 7 shares; 2020Q4: 7 shares; 2021Q1: 7 shares 7 $1K <0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 344 shares; 2019Q3: 346 shares; 2019Q4: 1,592 shares; 2020Q1: 13 shares; 2020Q2: 1,273 shares; 2020Q3: 13 shares; 2020Q4: 1,273 shares; 2021Q1: 13 shares 13 $1K <0.01% -1,260 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: 4 shares; 2019Q4: 4 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2 shares 2 $0 0% new Value filed as zero, left out of ratios. Timeline CNYA 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: 12 shares; 2020Q4: 12 shares; 2021Q1: 12 shares 12 $0 0% 0 Value filed as zero, left out of ratios. Timeline