SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 77,517 shares; 2015Q2: 79,044 shares; 2015Q3: 82,994 shares; 2015Q4: 82,224 shares; 2016Q1: 88,180 shares; 2016Q2: 94,889 shares; 2016Q3: 92,598 shares; 2016Q4: 91,125 shares 91,125 $20.4M 14.3% -1,473 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; 2015Q1: 344,510 shares; 2015Q2: 360,880 shares; 2015Q3: 407,192 shares; 2015Q4: 408,340 shares; 2016Q1: 495,162 shares; 2016Q2: 497,587 shares; 2016Q3: 508,578 shares; 2016Q4: 493,780 shares 493,780 $13.7M 9.59% -14,798 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 430,657 shares; 2015Q2: 442,158 shares; 2015Q3: 385,809 shares; 2015Q4: 379,797 shares; 2016Q1: 367,556 shares; 2016Q2: 361,608 shares; 2016Q3: 356,183 shares; 2016Q4: 347,625 shares 347,625 $12.4M 8.73% -8,558 Timeline JP MORGAN CHASE & CO JP MORGAN CHASE & CO More: the full row for JP MORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 286,793 shares; 2015Q2: 293,854 shares; 2015Q3: 342,951 shares; 2015Q4: 401,041 shares; 2016Q1: 402,169 shares; 2016Q2: 397,418 shares; 2016Q3: 394,772 shares; 2016Q4: 389,682 shares 389,682 $12.3M 8.65% -5,090 FIRST TRUST MLP AND ENERGY … FIRST TRUST MLP AND ENERGY INC More: the full row for FIRST TRUST MLP AND ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 237,982 shares; 2015Q4: 361,612 shares; 2016Q1: 358,087 shares; 2016Q2: 370,497 shares; 2016Q3: 387,787 shares; 2016Q4: 476,591 shares 476,591 $7.69M 5.4% +88,804 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 41,574 shares; 2016Q3: 91,996 shares; 2016Q4: 122,846 shares 122,846 $6.66M 4.67% +30,850 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 169,234 shares; 2015Q2: 172,088 shares; 2015Q3: 157,912 shares; 2015Q4: 157,121 shares; 2016Q1: 152,871 shares; 2016Q2: 144,281 shares; 2016Q3: 138,555 shares; 2016Q4: 133,985 shares 133,985 $5.92M 4.15% -4,570 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; 2015Q1: 17,640 shares; 2015Q2: 32,323 shares; 2015Q3: 47,392 shares; 2015Q4: 50,782 shares; 2016Q1: 49,364 shares; 2016Q2: 44,754 shares; 2016Q3: 43,124 shares; 2016Q4: 41,934 shares 41,934 $4.67M 3.28% -1,190 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 60,659 shares; 2015Q2: 62,206 shares; 2015Q3: 61,184 shares; 2015Q4: 61,458 shares; 2016Q1: 56,101 shares; 2016Q2: 39,872 shares; 2016Q3: 38,511 shares; 2016Q4: 37,971 shares 37,971 $4.4M 3.09% -540 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 26,660 shares; 2015Q4: 34,790 shares; 2016Q1: 39,135 shares; 2016Q2: 39,795 shares; 2016Q3: 43,356 shares; 2016Q4: 43,077 shares 43,077 $4.19M 2.94% -279 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 24,200 shares; 2015Q2: 23,759 shares; 2015Q3: 23,618 shares; 2015Q4: 23,333 shares; 2016Q1: 23,673 shares; 2016Q2: 23,831 shares; 2016Q3: 23,657 shares; 2016Q4: 23,349 shares 23,349 $4.17M 2.93% -308 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 330,947 shares; 2015Q2: 320,598 shares; 2015Q3: 276,239 shares; 2015Q4: 279,299 shares; 2016Q1: 301,040 shares; 2016Q2: 295,010 shares; 2016Q3: 282,437 shares; 2016Q4: 210,485 shares 210,485 $4.12M 2.89% -71,952 Timeline CLAYMORE EXCHANGE TRD FD TR CLAYMORE EXCHANGE TRD FD TR More: the full row for CLAYMORE EXCHANGE TRD FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 17,165 shares; 2015Q2: 51,395 shares; 2015Q3: 114,250 shares; 2015Q4: 119,185 shares; 2016Q1: 132,125 shares; 2016Q2: 145,035 shares; 2016Q3: 157,745 shares; 2016Q4: 165,315 shares 165,315 $3.74M 2.62% +7,570 CLAYMORE EXCHANGE TRD FD TR CLAYMORE EXCHANGE TRD FD TR More: the full row for CLAYMORE EXCHANGE TRD FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 60,560 shares; 2016Q2: 73,690 shares; 2016Q3: 267,962 shares; 2016Q4: 107,737 shares 107,737 $2.28M 1.6% -160,225 BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 3,091 shares; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 16,083 shares; 2016Q3: 19,918 shares; 2016Q4: 23,213 shares 23,213 $1.88M 1.32% +3,295 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 15,694 shares; 2015Q2: 15,694 shares; 2015Q3: 47,417 shares; 2015Q4: 52,250 shares; 2016Q1: 50,860 shares; 2016Q2: 45,404 shares; 2016Q3: 44,504 shares; 2016Q4: 49,458 shares 49,458 $1.73M 1.22% +4,954 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 10,000 shares; 2015Q2: 10,000 shares; 2015Q3: 10,000 shares; 2015Q4: 10,000 shares; 2016Q1: 10,000 shares; 2016Q2: 10,000 shares; 2016Q3: 10,000 shares; 2016Q4: 10,015 shares 10,015 $1.53M 1.08% +15 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; 2015Q1: 2,325 shares; 2015Q2: 39,578 shares; 2015Q3: 18,015 shares; 2015Q4: 17,912 shares; 2016Q1: 12,912 shares; 2016Q2: 12,277 shares; 2016Q3: 12,262 shares; 2016Q4: 11,576 shares 11,576 $1.34M 0.94% -686 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 19,801 shares; 2015Q2: 20,496 shares; 2015Q3: 20,415 shares; 2015Q4: 20,552 shares; 2016Q1: 20,979 shares; 2016Q2: 19,913 shares; 2016Q3: 19,530 shares; 2016Q4: 20,097 shares 20,097 $1.25M 0.88% +567 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 1,278 shares; 2015Q2: 1,279 shares; 2015Q3: 2,236 shares; 2015Q4: 3,924 shares; 2016Q1: 4,157 shares; 2016Q2: 4,604 shares; 2016Q3: 4,729 shares; 2016Q4: 4,855 shares 4,855 $1.09M 0.77% +126 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 11,208 shares; 2015Q2: 11,240 shares; 2015Q3: 12,843 shares; 2015Q4: 11,754 shares; 2016Q1: 11,553 shares; 2016Q2: 11,629 shares; 2016Q3: 11,744 shares; 2016Q4: 11,503 shares 11,503 $1.04M 0.73% -241 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; 2015Q1: 18,716 shares; 2015Q2: 19,423 shares; 2015Q3: 18,998 shares; 2015Q4: 19,188 shares; 2016Q1: 19,168 shares; 2016Q2: 18,809 shares; 2016Q3: 18,745 shares; 2016Q4: 18,564 shares 18,564 $1.02M 0.72% -181 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; 2015Q1: 60,762 shares; 2015Q2: 18,396 shares; 2015Q3: 3,015 shares; 2015Q4: 2,805 shares; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 11,283 shares 11,283 $896K 0.63% 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; 2015Q1: 2,400 shares; 2015Q2: 2,400 shares; 2015Q3: 5,290 shares; 2015Q4: 5,745 shares; 2016Q1: 5,745 shares; 2016Q2: 5,745 shares; 2016Q3: 5,745 shares; 2016Q4: 5,745 shares 5,745 $804K 0.56% 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; 2015Q1: 22,988 shares; 2015Q2: 24,581 shares; 2015Q3: 25,343 shares; 2015Q4: 23,853 shares; 2016Q1: 24,108 shares; 2016Q2: 23,812 shares; 2016Q3: 23,288 shares; 2016Q4: 25,029 shares 25,029 $791K 0.56% +1,741 CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 17,680 shares; 2015Q2: 17,680 shares; 2015Q3: 37,455 shares; 2015Q4: 34,320 shares; 2016Q1: 18,970 shares; 2016Q2: 25,020 shares; 2016Q3: 25,020 shares; 2016Q4: 24,905 shares 24,905 $784K 0.55% -115 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 5,386 shares; 2015Q2: 5,486 shares; 2015Q3: 5,578 shares; 2015Q4: 5,502 shares; 2016Q1: 5,497 shares; 2016Q2: 4,716 shares; 2016Q3: 4,605 shares; 2016Q4: 4,748 shares 4,748 $774K 0.54% +143 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 8,435 shares; 2016Q2: 13,230 shares; 2016Q3: 13,670 shares; 2016Q4: 14,235 shares 14,235 $773K 0.54% +565 Timeline 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; 2015Q1: 5,484 shares; 2015Q2: 5,616 shares; 2015Q3: 4,633 shares; 2015Q4: 4,671 shares; 2016Q1: 5,540 shares; 2016Q2: 5,469 shares; 2016Q3: 5,460 shares; 2016Q4: 4,751 shares 4,751 $760K 0.53% -709 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 19,223 shares; 2015Q2: 18,960 shares; 2015Q3: 20,087 shares; 2015Q4: 20,233 shares; 2016Q1: 20,271 shares; 2016Q2: 20,795 shares; 2016Q3: 23,185 shares; 2016Q4: 23,166 shares 23,166 $753K 0.53% -19 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 9,618 shares; 2015Q2: 9,770 shares; 2015Q3: 8,562 shares; 2015Q4: 8,432 shares; 2016Q1: 9,096 shares; 2016Q2: 9,322 shares; 2016Q3: 9,336 shares; 2016Q4: 8,909 shares 8,909 $749K 0.53% -427 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 3,679 shares; 2015Q2: 4,277 shares; 2015Q3: 2,963 shares; 2015Q4: 2,963 shares; 2016Q1: 2,366 shares; 2016Q2: 3,056 shares; 2016Q3: 5,021 shares; 2016Q4: 6,164 shares 6,164 $711K 0.5% +1,143 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 5,727 shares; 2015Q2: 5,785 shares; 2015Q3: 6,268 shares; 2015Q4: 6,311 shares; 2016Q1: 6,124 shares; 2016Q2: 6,310 shares; 2016Q3: 5,983 shares; 2016Q4: 5,894 shares 5,894 $679K 0.48% -89 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 9,024 shares; 2015Q2: 8,925 shares; 2015Q3: 8,570 shares; 2015Q4: 8,576 shares; 2016Q1: 8,581 shares; 2016Q2: 8,439 shares; 2016Q3: 8,335 shares; 2016Q4: 8,414 shares 8,414 $608K 0.43% +79 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 3,593 shares; 2015Q2: 3,596 shares; 2015Q3: 3,838 shares; 2015Q4: 3,839 shares; 2016Q1: 3,879 shares; 2016Q2: 3,779 shares; 2016Q3: 3,705 shares; 2016Q4: 3,643 shares 3,643 $605K 0.42% -62 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; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 6,325 shares; 2016Q2: 10,402 shares; 2016Q3: 10,404 shares; 2016Q4: 10,202 shares 10,202 $543K 0.38% -202 Timeline PowerShares QQQ Trust Unit … PowerShares QQQ Trust Unit Ser More: the full row for PowerShares QQQ Trust Unit Ser Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 6,422 shares; 2015Q2: 8,109 shares; 2015Q3: 7,464 shares; 2015Q4: 7,464 shares; 2016Q1: 7,576 shares; 2016Q2: 7,543 shares; 2016Q3: 7,043 shares; 2016Q4: 4,461 shares 4,461 $529K 0.37% -2,582 MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 22,005 shares; 2015Q2: 22,228 shares; 2015Q3: 9,577 shares; 2015Q4: 9,850 shares; 2016Q1: 9,034 shares; 2016Q2: 8,596 shares; 2016Q3: 8,150 shares; 2016Q4: 7,122 shares 7,122 $507K 0.36% -1,028 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 6,907 shares; 2015Q2: 7,448 shares; 2015Q3: 6,968 shares; 2015Q4: 7,093 shares; 2016Q1: 7,106 shares; 2016Q2: 7,988 shares; 2016Q3: 8,483 shares; 2016Q4: 8,477 shares 8,477 $499K 0.35% -6 Timeline ST JUDE MED INC ST JUDE MED INC More: the full row for ST JUDE MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 7,115 shares; 2015Q2: 7,115 shares; 2015Q3: 7,116 shares; 2015Q4: 7,116 shares; 2016Q1: 6,217 shares; 2016Q2: 6,133 shares; 2016Q3: 6,134 shares; 2016Q4: 6,135 shares 6,135 $492K 0.35% +1 FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 24,353 shares; 2015Q2: 20,263 shares; 2015Q3: 19,317 shares; 2015Q4: 19,322 shares; 2016Q1: 20,606 shares; 2016Q2: 19,908 shares; 2016Q3: 17,623 shares; 2016Q4: 17,623 shares 17,623 $489K 0.34% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 10,472 shares; 2015Q2: 10,484 shares; 2015Q3: 11,511 shares; 2015Q4: 11,511 shares; 2016Q1: 9,357 shares; 2016Q2: 9,356 shares; 2016Q3: 10,313 shares; 2016Q4: 10,837 shares 10,837 $461K 0.32% +524 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 3,714 shares; 2015Q2: 3,725 shares; 2015Q3: 3,818 shares; 2015Q4: 3,967 shares; 2016Q1: 4,242 shares; 2016Q2: 4,270 shares; 2016Q3: 3,912 shares; 2016Q4: 3,904 shares 3,904 $460K 0.32% -8 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 3,648 shares; 2015Q4: 6,254 shares; 2016Q1: 6,254 shares; 2016Q2: 7,731 shares; 2016Q3: 7,581 shares; 2016Q4: 7,828 shares 7,828 $452K 0.32% +247 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 5,873 shares; 2015Q2: 6,078 shares; 2015Q3: 6,671 shares; 2015Q4: 6,471 shares; 2016Q1: 6,454 shares; 2016Q2: 6,707 shares; 2016Q3: 6,707 shares; 2016Q4: 8,439 shares 8,439 $450K 0.32% +1,732 Timeline CLAYMORE EXCHANGE TRD FD TR CLAYMORE EXCHANGE TRD FD TR More: the full row for CLAYMORE EXCHANGE TRD FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 20,770 shares 20,770 $439K 0.31% new INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 10,587 shares; 2015Q2: 11,085 shares; 2015Q3: 11,765 shares; 2015Q4: 11,315 shares; 2016Q1: 13,317 shares; 2016Q2: 13,615 shares; 2016Q3: 12,011 shares; 2016Q4: 12,038 shares 12,038 $437K 0.31% +27 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; 2015Q1: 5,135 shares; 2015Q2: 6,029 shares; 2015Q3: 5,389 shares; 2015Q4: 5,389 shares; 2016Q1: 4,202 shares; 2016Q2: 4,775 shares; 2016Q3: 4,775 shares; 2016Q4: 4,775 shares 4,775 $407K 0.29% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 7,895 shares; 2015Q2: 7,850 shares; 2015Q3: 7,989 shares; 2015Q4: 7,989 shares; 2016Q1: 7,033 shares; 2016Q2: 7,032 shares; 2016Q3: 7,032 shares; 2016Q4: 9,851 shares 9,851 $401K 0.28% +2,819 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; 2015Q1: 5,846 shares; 2015Q2: 5,745 shares; 2015Q3: 6,045 shares; 2015Q4: 6,139 shares; 2016Q1: 6,280 shares; 2016Q2: 6,209 shares; 2016Q3: 5,978 shares; 2016Q4: 5,849 shares 5,849 $396K 0.28% -129 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; 2015Q1: 4,242 shares; 2015Q2: 3,769 shares; 2015Q3: 3,509 shares; 2015Q4: 3,548 shares; 2016Q1: 3,597 shares; 2016Q2: 3,289 shares; 2016Q3: 3,070 shares; 2016Q4: 2,941 shares 2,941 $394K 0.28% -129 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; 2015Q1: 9,285 shares; 2015Q2: 17,882 shares; 2015Q3: 12,207 shares; 2015Q4: 21,482 shares; 2016Q1: 21,482 shares; 2016Q2: 21,482 shares; 2016Q3: 21,482 shares; 2016Q4: 18,166 shares 18,166 $376K 0.26% -3,316 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; 2015Q1: 3,250 shares; 2015Q2: 3,250 shares; 2015Q3: 3,099 shares; 2015Q4: 3,100 shares; 2016Q1: 2,940 shares; 2016Q2: 3,208 shares; 2016Q3: 3,177 shares; 2016Q4: 3,208 shares 3,208 $368K 0.26% +31 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 4,337 shares; 2015Q2: 4,337 shares; 2015Q3: 4,337 shares; 2015Q4: 4,337 shares; 2016Q1: 4,145 shares; 2016Q2: 3,745 shares; 2016Q3: 3,782 shares; 2016Q4: 3,816 shares 3,816 $354K 0.25% +34 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 2,641 shares; 2015Q2: 2,864 shares; 2015Q3: 3,722 shares; 2015Q4: 3,771 shares; 2016Q1: 3,678 shares; 2016Q2: 3,136 shares; 2016Q3: 2,982 shares; 2016Q4: 3,038 shares 3,038 $350K 0.25% +56 Timeline DU PONT E I DE NEMOURS & CO DU PONT E I DE NEMOURS & CO More: the full row for DU PONT E I DE NEMOURS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 4,770 shares; 2015Q2: 4,770 shares; 2015Q3: 4,771 shares; 2015Q4: 4,771 shares; 2016Q1: 4,771 shares; 2016Q2: 4,771 shares; 2016Q3: 4,771 shares; 2016Q4: 4,771 shares 4,771 $350K 0.25% 0 JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 4,164 shares; 2015Q2: 4,267 shares; 2015Q3: 4,267 shares; 2015Q4: 4,266 shares; 2016Q1: 4,266 shares; 2016Q2: 4,363 shares; 2016Q3: 4,215 shares; 2016Q4: 3,883 shares 3,883 $336K 0.24% -332 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 2,838 shares; 2015Q2: 2,845 shares; 2015Q3: 2,551 shares; 2015Q4: 2,576 shares; 2016Q1: 2,593 shares; 2016Q2: 2,598 shares; 2016Q3: 2,603 shares; 2016Q4: 2,734 shares 2,734 $333K 0.23% +131 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 3,116 shares; 2015Q2: 3,116 shares; 2015Q3: 2,981 shares; 2015Q4: 2,981 shares; 2016Q1: 2,955 shares; 2016Q2: 2,955 shares; 2016Q3: 2,900 shares; 2016Q4: 2,700 shares 2,700 $330K 0.23% -200 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: 446 shares; 2016Q1: 414 shares; 2016Q2: 448 shares; 2016Q3: 436 shares; 2016Q4: 419 shares 419 $324K 0.23% -17 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 2,185 shares; 2015Q2: 2,259 shares; 2015Q3: 2,208 shares; 2015Q4: 2,218 shares; 2016Q1: 2,218 shares; 2016Q2: 2,286 shares; 2016Q3: 2,234 shares; 2016Q4: 2,208 shares 2,208 $311K 0.22% -26 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 2,378 shares; 2015Q2: 2,875 shares; 2015Q3: 3,286 shares; 2015Q4: 3,286 shares; 2016Q1: 3,081 shares; 2016Q2: 3,284 shares; 2016Q3: 3,284 shares; 2016Q4: 2,293 shares 2,293 $309K 0.22% -991 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 8,538 shares; 2015Q2: 7,393 shares; 2015Q3: 8,303 shares; 2015Q4: 8,303 shares; 2016Q1: 8,492 shares; 2016Q2: 8,842 shares; 2016Q3: 9,152 shares; 2016Q4: 10,152 shares 10,152 $307K 0.22% +1,000 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 6,225 shares; 2015Q2: 5,751 shares; 2015Q3: 5,850 shares; 2015Q4: 5,924 shares; 2016Q1: 6,027 shares; 2016Q2: 5,727 shares; 2016Q3: 5,727 shares; 2016Q4: 5,967 shares 5,967 $306K 0.21% +240 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 8,751 shares; 2015Q2: 11,669 shares; 2015Q3: 9,850 shares; 2015Q4: 9,850 shares; 2016Q1: 7,962 shares; 2016Q2: 7,962 shares; 2016Q3: 7,962 shares; 2016Q4: 7,962 shares 7,962 $291K 0.2% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: 3,071 shares; 2015Q3: 3,607 shares; 2015Q4: 3,607 shares; 2016Q1: 4,396 shares; 2016Q2: 4,398 shares; 2016Q3: 4,398 shares; 2016Q4: 4,588 shares 4,588 $287K 0.2% +190 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 1,883 shares; 2015Q2: 1,883 shares; 2015Q3: 2,014 shares; 2015Q4: 3,235 shares; 2016Q1: 2,458 shares; 2016Q2: 2,123 shares; 2016Q3: 2,123 shares; 2016Q4: 2,011 shares 2,011 $277K 0.19% -112 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 2,600 shares; 2016Q3: 3,400 shares; 2016Q4: 3,000 shares 3,000 $276K 0.19% -400 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; 2015Q1: 3,194 shares; 2015Q2: 2,898 shares; 2015Q3: 2,902 shares; 2015Q4: 2,902 shares; 2016Q1: 2,902 shares; 2016Q2: 2,924 shares; 2016Q3: 2,902 shares; 2016Q4: 2,902 shares 2,902 $265K 0.19% 0 Timeline EXPRESS SCRIPTS HLDG CO EXPRESS SCRIPTS HLDG CO More: the full row for EXPRESS SCRIPTS HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 4,482 shares; 2015Q2: 4,581 shares; 2015Q3: 4,529 shares; 2015Q4: 4,500 shares; 2016Q1: 4,011 shares; 2016Q2: 3,712 shares; 2016Q3: 3,445 shares; 2016Q4: 3,545 shares 3,545 $244K 0.17% +100 CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 2,207 shares; 2015Q2: 2,485 shares; 2015Q3: 2,836 shares; 2015Q4: 2,883 shares; 2016Q1: 2,937 shares; 2016Q2: 2,937 shares; 2016Q3: 3,079 shares; 2016Q4: 3,085 shares 3,085 $243K 0.17% +6 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 1,374 shares; 2015Q4: 1,335 shares; 2016Q1: 1,349 shares; 2016Q2: 1,459 shares; 2016Q3: 1,459 shares; 2016Q4: 1,459 shares 1,459 $234K 0.16% 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; 2015Q1: 5,211 shares; 2015Q2: 5,211 shares; 2015Q3: 4,190 shares; 2015Q4: 4,190 shares; 2016Q1: 3,965 shares; 2016Q2: 3,965 shares; 2016Q3: 3,965 shares; 2016Q4: 3,965 shares 3,965 $221K 0.16% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: 3,148 shares; 2015Q4: 3,148 shares; 2016Q1: 6,296 shares; 2016Q2: 6,296 shares; 2016Q3: 6,296 shares; 2016Q4: 6,296 shares 6,296 $219K 0.15% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: 2,412 shares; 2016Q3: 2,412 shares; 2016Q4: 2,412 shares 2,412 $214K 0.15% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 5,750 shares 5,750 $214K 0.15% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 5,277 shares; 2015Q2: 5,336 shares; 2015Q3: 4,915 shares; 2015Q4: 4,915 shares; 2016Q1: 4,998 shares; 2016Q2: 3,951 shares; 2016Q3: 3,958 shares; 2016Q4: 3,343 shares 3,343 $207K 0.15% -615 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: 2,460 shares; 2015Q2: 2,554 shares; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: 1,988 shares; 2016Q2: 1,988 shares; 2016Q3: 1,988 shares; 2016Q4: 1,955 shares 1,955 $205K 0.14% -33 Timeline MANNKIND CORP MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2015Q1: not reported; 2015Q2: not reported; 2015Q3: not reported; 2015Q4: not reported; 2016Q1: not reported; 2016Q2: not reported; 2016Q3: not reported; 2016Q4: 10,000 shares 10,000 $6K <0.01% new