Chief Administrative Officer

0001606587-21-000254.txt : 20210209 0001606587-21-000254.hdr.sgml : 20210209 20210209150152 ACCESSION NUMBER: 0001606587-21-000254 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210209 DATE AS OF CHANGE: 20210209 EFFECTIVENESS DATE: 20210209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Patriot Investment Management Inc. CENTRAL INDEX KEY: 0001773830 IRS NUMBER: 621548494 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19483 FILM NUMBER: 21605852 BUSINESS ADDRESS: STREET 1: 9721 COGDILL ROAD, SUITE 101 CITY: KNOXVILLE STATE: TN ZIP: 37932 BUSINESS PHONE: 8657772479 MAIL ADDRESS: STREET 1: 9721 COGDILL ROAD, SUITE 101 CITY: KNOXVILLE STATE: TN ZIP: 37932 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001773830 XXXXXXXX 12-31-2020 12-31-2020 false Patriot Investment Management Inc.

9721 Cogdill Road, Suite 101 Knoxville TN 37932

13F HOLDINGS REPORT 028-19483 N Dolores Walker Chief Administrative Officer 865-288-2111 Dolores Walker Knoxville TN 02-09-2021 0 173 661633 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 377 2157 SH SOLE NONE 0 0 2157 A T & T INC COM 00206R102 438 15244 SH SOLE NONE 0 0 15244 ADOBE INC COM 00724F101 841 1683 SH SOLE NONE 0 0 1683 ALBEMARLE CORP COM 012653101 1221 8277 SH SOLE NONE 0 0 8277 AMAZON.COM INC COM 023135106 3927 1206 SH SOLE NONE 0 0 1206 AMGEN INC. COM 031162100 1358 5906 SH SOLE NONE 0 0 5906 APPLE INC COM 037833100 9491 71528 SH SOLE NONE 0 0 71528 ASTRAZENECA PLC F SPONSORED ADR 046353108 527 10555 SH SOLE NONE 0 0 10555 BERKSHIRE HATHAWAY CL B NEW 084670702 1913 8252 SH SOLE NONE 0 0 8252 BLACKROCK SHORT MATURITY BLACKROCK ST MAT 46431W507 748 14913 SH SOLE NONE 0 0 14913 BRCLYS BK IPATH BLOOM DJUBS CMDT ETN36 06738C778 380 17365 SH SOLE NONE 0 0 17365 BRISTOL-MYERS SQUIBB COM 110122108 1400 22580 SH SOLE NONE 0 0 22580 CHARLES SCHWAB CORP COM 808513105 548 10339 SH SOLE NONE 0 0 10339 CHARLES SCHWAB US MC US MID-CAP ETF 808524508 4064 59620 SH SOLE NONE 0 0 59620 CHARLES SCHWAB US REIT US REIT ETF 808524847 555 14641 SH SOLE NONE 0 0 14641 CIRRUS LOGIC INC COM 172755100 369 4493 SH SOLE NONE 0 0 4493 CISCO SYSTEMS INC COM 17275R102 343 7674 SH SOLE NONE 0 0 7674 CONSTELLATION BRAND CL A 21036P108 502 2292 SH SOLE NONE 0 0 2292 COSTCO WHOLESALE CO COM 22160K105 222 589 SH SOLE NONE 0 0 589 CSX CORP COM 126408103 643 7087 SH SOLE NONE 0 0 7087 DEERE & CO COM 244199105 2003 7445 SH SOLE NONE 0 0 7445 DELTA AIR LINES INC DEL COM NEW 247361702 288 7179 SH SOLE NONE 0 0 7179 DOW INC COM 260557103 282 5088 SH SOLE NONE 0 0 5088 DUKE ENERGY CORP COM NEW 26441C204 339 3711 SH SOLE NONE 0 0 3711 EXXON MOBIL CORP COM 30231G102 772 18737 SH SOLE NONE 0 0 18737 GAMCO GLOBAL GOLD NTRL R COM SH BEN INT 36465A109 62 17825 SH SOLE NONE 0 0 17825 GENERAL DYNAMICS CO COM 369550108 310 2087 SH SOLE NONE 0 0 2087 GLOBAL PAYMENTS INC COM 37940X102 392 1821 SH SOLE NONE 0 0 1821 HERSHEY CO COM 427866108 444 2920 SH SOLE NONE 0 0 2920 HOME DEPOT INC COM 437076102 1122 4225 SH SOLE NONE 0 0 4225 IBM CORP COM 459200101 206 1644 SH SOLE NONE 0 0 1644 INTEL CORP COM 458140100 1222 24536 SH SOLE NONE 0 0 24536 INVESCO QQQ TRUST UNIT SER 1 46090E103 291 930 SH SOLE NONE 0 0 930 INVESCO S&P 500 EQUAL S&P500 EQL WGT 46137V357 1578 12378 SH SOLE NONE 0 0 12378 ISHARES 1-3 YEAR TREASRY 1 3 YR TREAS BD 464287457 2332 27003 SH SOLE NONE 0 0 27003 ISHARES ASIA 50 ETF ASIA 50 ETF 464288430 220 2530 SH SOLE NONE 0 0 2530 ISHARES BRD USD INV GRD USD INV GRDE ETF 464288620 942 15201 SH SOLE NONE 0 0 15201 ISHARES CORE DIVIDEND CORE DIV GRWTH 46434V621 497 11095 SH SOLE NONE 0 0 11095 ISHARES CORE HIGH CORE HIGH DV ETF 46429B663 1101 12559 SH SOLE NONE 0 0 12559 ISHARES CORE MSCI CORE MSCI EMKT 46434G103 803 12950 SH SOLE NONE 0 0 12950 ISHARES CORE MSCI EUROPE CORE MSCI EURO 46434V738 496 9681 SH SOLE NONE 0 0 9681 ISHARES CORE S&P 500 CORE S&P500 ETF 464287200 2807 7479 SH SOLE NONE 0 0 7479 ISHARES CORE S&P MID CAP CORE S&P MCP ETF 464287507 663 2887 SH SOLE NONE 0 0 2887 ISHARES CORE S&P SMALL CORE S&P SCP ETF 464287804 1462 15913 SH SOLE NONE 0 0 15913 ISHARES CORE US CORE US AGGBD ET 464287226 4527 38310 SH SOLE NONE 0 0 38310 ISHARES EDGE U.S. FIXED U.S. FIXED INCME 46435U796 1147 11182 SH SOLE NONE 0 0 11182 ISHARES EVLVD US INVTV INOVATIV HLTCR 46431W622 391 12100 SH SOLE NONE 0 0 12100 ISHARES EVOLVED US TECHN TECHNOLOGY 46431W648 316 6665 SH SOLE NONE 0 0 6665 ISHARES EXPANDED TECH EXPND TEC SC ETF 464287549 281 803 SH SOLE NONE 0 0 803 ISHARES EXPONENTIAL EXPONENTIAL TECH 46434V381 457 7989 SH SOLE NONE 0 0 7989 ISHARES FLOATING RATE FLTG RATE NT ETF 46429B655 345 6815 SH SOLE NONE 0 0 6815 ISHARES GLOBAL GLOB INDSTRL ETF 464288729 699 6554 SH SOLE NONE 0 0 6554 ISHARES GLOBAL GLB INFRASTR ETF 464288372 420 9613 SH SOLE NONE 0 0 9613 ISHARES GLOBAL GLOB HLTHCRE ETF 464287325 504 6594 SH SOLE NONE 0 0 6594 ISHARES GLOBAL CONSUMER GLB CNSM STP ETF 464288737 1059 18178 SH SOLE NONE 0 0 18178 ISHARES GLOBAL CONSUMER GLB CNS DISC ETF 464288745 340 2192 SH SOLE NONE 0 0 2192 ISHARES GLOBAL TECH ETF GLOBAL TECH ETF 464287291 951 3172 SH SOLE NONE 0 0 3172 ISHARES GOLD ETF ISHARES 464285105 2354 129878 SH SOLE NONE 0 0 129878 ISHARES HIGH YIELD 0-5YR HI YL CP 46434V407 630 13880 SH SOLE NONE 0 0 13880 ISHARES IBOXX INVT GRADE IBOXX INV CP ETF 464287242 1936 14019 SH SOLE NONE 0 0 14019 ISHARES INTERNTINL CORE INTL AGGR 46435G672 203 3627 SH SOLE NONE 0 0 3627 ISHARES JPMORGAN USD MTS JPMORGAN USD EMG 464288281 242 2095 SH SOLE NONE 0 0 2095 ISHARES MSCI EAF MIN VOL MSCI EAFE MIN VL 46429B689 331 4521 SH SOLE NONE 0 0 4521 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 1541 21122 SH SOLE NONE 0 0 21122 ISHARES MSCI EMERGING MSCI EMG MKT ETF 464287234 1036 20062 SH SOLE NONE 0 0 20062 ISHARES MSCI GLOBAL MIN MSCI GBL MIN VOL 464286525 241 2497 SH SOLE NONE 0 0 2497 ISHARES MSCI USA MSCI USA SMCP MN 46435G433 413 12191 SH SOLE NONE 0 0 12191 ISHARES MSCI USA MIN VOL MSCI USA MIN VOL 46429B697 1799 26507 SH SOLE NONE 0 0 26507 ISHARES NASDAQ NASDAQ BIOTECH 464287556 1612 10647 SH SOLE NONE 0 0 10647 ISHARES NATIONAL MUNI NATIONAL MUN ETF 464288414 1702 14523 SH SOLE NONE 0 0 14523 ISHARES PHLX PHLX SEMICND ETF 464287523 350 925 SH SOLE NONE 0 0 925 ISHARES PREFERRED INCOME PFD AND INCM SEC 464288687 1818 47211 SH SOLE NONE 0 0 47211 ISHARES RUSSELL 2000 RUS 2000 GRW ETF 464287648 371 1295 SH SOLE NONE 0 0 1295 ISHARES RUSSELL MID CAP RUS MID CAP ETF 464287499 1023 14933 SH SOLE NONE 0 0 14933 ISHARES S&P 500 GROWTH S&P 500 GRWT ETF 464287309 3073 48156 SH SOLE NONE 0 0 48156 ISHARES S&P 500 VALUE S&P 500 VAL ETF 464287408 270 2110 SH SOLE NONE 0 0 2110 ISHARES S&P SMALL CAP SP SMCP600VL ETF 464287879 965 11870 SH SOLE NONE 0 0 11870 ISHARES S&P SMLL CAP 600 S&P SML 600 GWT 464287887 1037 9088 SH SOLE NONE 0 0 9088 ISHARES SELECT DIVIDEND SELECT DIVID ETF 464287168 989 10292 SH SOLE NONE 0 0 10292 ISHARES SHORT TREASURY SHORT TREAS BD 464288679 290 2624 SH SOLE NONE 0 0 2624 ISHARES TOTAL US STOCK CORE S&P TTL STK 464287150 252 2932 SH SOLE NONE 0 0 2932 ISHARES TOTAL USD BOND CORE TOTAL USD 46434V613 1037 19004 SH SOLE NONE 0 0 19004 ISHARES TR IS 1 5 YR IN ISHS 1-5YR INVS 464288646 680 12337 SH SOLE NONE 0 0 12337 ISHARES US AEROSPACE US AER DEF ETF 464288760 710 7505 SH SOLE NONE 0 0 7505 ISHARES US BASIC U.S. BAS MTL ETF 464287838 679 5995 SH SOLE NONE 0 0 5995 ISHARES US CONSUMER U.S. CNSM SV ETF 464287580 394 5595 SH SOLE NONE 0 0 5595 ISHARES US CONSUMER U.S. CNSM GD ETF 464287812 540 3114 SH SOLE NONE 0 0 3114 ISHARES US HEALTHCARE US HLTHCARE ETF 464287762 744 3027 SH SOLE NONE 0 0 3027 ISHARES US INDUSTRIALS US INDUSTRIALS 464287754 284 2934 SH SOLE NONE 0 0 2934 ISHARES US TECHNOLOGY U.S. TECH ETF 464287721 945 11108 SH SOLE NONE 0 0 11108 ISHS MSCI EMERG MRKT MIN MSCI EMERG MRKT 464286533 452 7412 SH SOLE NONE 0 0 7412 JABIL INC COM 466313103 628 14786 SH SOLE NONE 0 0 14786 JOHNSON & JOHNSON COM 478160104 2085 13253 SH SOLE NONE 0 0 13253 JPMORGAN CHASE & CO COM 46625H100 496 3905 SH SOLE NONE 0 0 3905 JPMORGAN ULTRA SHORT ULTRA SHRT INC 46641Q837 527 10382 SH SOLE NONE 0 0 10382 LILLY ELI & CO COM 532457108 404 2393 SH SOLE NONE 0 0 2393 LIVE OAK BANCSHARES INCO COM 53803X105 1850 38986 SH SOLE NONE 0 0 38986 LOWES COS INC COM 548661107 251 1569 SH SOLE NONE 0 0 1569 MAXIM INTEGRATED PRO COM 57772K101 1192 13454 SH SOLE NONE 0 0 13454 MEDTRONIC PLC F SHS G5960L103 861 7358 SH SOLE NONE 0 0 7358 MERCK & CO. INC. COM 58933Y105 1090 13332 SH SOLE NONE 0 0 13332 MICROSOFT CORP COM 594918104 3679 16541 SH SOLE NONE 0 0 16541 MOLSON COORS BEVERAGE CL CL B 60871R209 929 20558 SH SOLE NONE 0 0 20558 NETFLIX INC COM 64110L106 1201 2222 SH SOLE NONE 0 0 2222 NOVARTIS AG F SPONSORED ADR 66987V109 438 4644 SH SOLE NONE 0 0 4644 NVIDIA CORP COM 67066G104 2871 5499 SH SOLE NONE 0 0 5499 NXP SEMICONDUCTORS F COM N6596X109 903 5682 SH SOLE NONE 0 0 5682 PAYPAL HOLDINGS INCORPOR COM 70450Y103 1110 4743 SH SOLE NONE 0 0 4743 PEPSICO INC COM 713448108 567 3827 SH SOLE NONE 0 0 3827 PFIZER INC COM 717081103 1128 30648 SH SOLE NONE 0 0 30648 PHILIP MORRIS INTL COM 718172109 441 5337 SH SOLE NONE 0 0 5337 PINNACLE FINL PARTNR COM 72346Q104 971 15079 SH SOLE NONE 0 0 15079 PROCTER & GAMBLE COM 742718109 491 3530 SH SOLE NONE 0 0 3530 PROSHARES LONG ONLN SHRT LONG ONLINE SHRT 74347B375 1164 12606 SH SOLE NONE 0 0 12606 RAYTHEON TECHNOLOGIES CO COM 75513E101 1125 15734 SH SOLE NONE 0 0 15734 RELIANT BANCORP INC COM 75956B101 337 18145 SH SOLE NONE 0 0 18145 SCHWAB EMERGING MARKETS EMRG MKTEQ ETF 808524706 1845 60205 SH SOLE NONE 0 0 60205 SCHWAB INTERMEDIATE TERM INTRM TRM TRES 808524854 448 7696 SH SOLE NONE 0 0 7696 SCHWAB INTERNATIONAL INTL EQTY ETF 808524805 2715 75406 SH SOLE NONE 0 0 75406 SCHWAB INTERNATNAL SMALL INTL SCEQT ETF 808524888 831 22073 SH SOLE NONE 0 0 22073 SCHWAB SHORT TERM US SHT TM US TRES 808524862 510 9931 SH SOLE NONE 0 0 9931 SCHWAB US AGGREGATE BOND US AGGREGATE B 808524839 4063 72531 SH SOLE NONE 0 0 72531 SCHWAB US BROAD MARKET US BRD MKT ETF 808524102 7709 84733 SH SOLE NONE 0 0 84733 SCHWAB US DIVIDEND US DIVIDEND EQ 808524797 2476 38611 SH SOLE NONE 0 0 38611 SCHWAB US LARGE CAP ETF US LRG CAP ETF 808524201 2919 32101 SH SOLE NONE 0 0 32101 SCHWAB US SMALL CAP ETF US SML CAP ETF 808524607 4826 54228 SH SOLE NONE 0 0 54228 SKYWORKS SOLUTIONS COM 83088M102 1357 8881 SH SOLE NONE 0 0 8881 SMARTFINL INC 0050 COM NEW 83190L208 633 34938 SH SOLE NONE 0 0 34938 SONOS INC COM 83570H108 245 10512 SH SOLE NONE 0 0 10512 SOUTHERN CO COM 842587107 288 4691 SH SOLE NONE 0 0 4691 SPDR S&P 500 ETF TR UNIT 78462F103 747 1999 SH SOLE NONE 0 0 1999 SPDR S&P BIOTECH ETF S&P BIOTECH 78464A870 649 4614 SH SOLE NONE 0 0 4614 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 207 1959 SH SOLE NONE 0 0 1959 SPDR SHORT TERM PORTFOLIO SHORT 78464A474 4299 136940 SH SOLE NONE 0 0 136940 SQUARE INC CL A 852234103 606 2788 SH SOLE NONE 0 0 2788 STRYKER CORP COM 863667101 678 2770 SH SOLE NONE 0 0 2770 STURM RUGER & CO INC COM 864159108 575 8851 SH SOLE NONE 0 0 8851 TESLA INC COM 88160R101 4835 6853 SH SOLE NONE 0 0 6853 THE COCA-COLA CO COM 191216100 560 10218 SH SOLE NONE 0 0 10218 UNITED PARCEL SRVC CL B 911312106 2102 12484 SH SOLE NONE 0 0 12484 UNITEDHEALTH GRP INC COM 91324P102 322 919 SH SOLE NONE 0 0 919 US GLOBAL JETS ETF US GLB JETS 26922A842 415 18572 SH SOLE NONE 0 0 18572 VANGUARD CONSUMER CONSUM STP ETF 92204A207 10877 62543 SH SOLE NONE 0 0 62543 VANGUARD DIVIDEND DIV APP ETF 921908844 8735 61878 SH SOLE NONE 0 0 61878 VANGUARD EMERGING MARKT EMERG MKT BD ETF 921946885 2483 30180 SH SOLE NONE 0 0 30180 VANGUARD ENERGY ETF ENERGY ETF 92204A306 744 14355 SH SOLE NONE 0 0 14355 VANGUARD FTSE ALL WORLD ALLWRLD EX US 922042775 14758 252890 SH SOLE NONE 0 0 252890 VANGUARD FTSE DEVELOPED FTSE DEV MKT ETF 921943858 42340 896846 SH SOLE NONE 0 0 896846 VANGUARD FTSE EMERGING FTSE EMR MKT ETF 922042858 28159 561953 SH SOLE NONE 0 0 561953 VANGUARD GLBAL EX US GLB EX US ETF 922042676 254 4687 SH SOLE NONE 0 0 4687 VANGUARD HIGH DIVIDEND HIGH DIV YLD 921946406 8515 93050 SH SOLE NONE 0 0 93050 VANGUARD INTERMEDIATE INTERMED TERM 921937819 639 6887 SH SOLE NONE 0 0 6887 VANGUARD INTERMEDIATE INT-TERM CORP 92206C870 35638 366873 SH SOLE NONE 0 0 366873 VANGUARD INTERNATNL HGH INTL HIGH ETF 921946794 203 3356 SH SOLE NONE 0 0 3356 VANGUARD LARGE CAP ETF LARGE CAP ETF 922908637 4410 25095 SH SOLE NONE 0 0 25095 VANGUARD MID CAP ETF MID CAP ETF 922908629 22006 106430 SH SOLE NONE 0 0 106430 VANGUARD REAL ESTATE REAL ESTATE ETF 922908553 8318 97941 SH SOLE NONE 0 0 97941 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 33977 98862 SH SOLE NONE 0 0 98862 VANGUARD S&P SMALL CAP SMLLCP 600 IDX 921932828 20611 122857 SH SOLE NONE 0 0 122857 VANGUARD SHORT TERM SHORT TERM TREAS 92206C102 5956 96695 SH SOLE NONE 0 0 96695 VANGUARD SHORT TERM COR SHRT TRM CORP BD 92206C409 25036 300737 SH SOLE NONE 0 0 300737 VANGUARD SHORT-TERM BOND SHORT TRM BOND 921937827 3979 48004 SH SOLE NONE 0 0 48004 VANGUARD SMALL CAP ETF SMALL CP ETF 922908751 21620 111054 SH SOLE NONE 0 0 111054 VANGUARD TOTAL INTL BD IDX ETF 92203J407 6187 105682 SH SOLE NONE 0 0 105682 VANGUARD TOTAL BOND TOTAL BND MRKT 921937835 58628 664793 SH SOLE NONE 0 0 664793 VANGUARD TOTAL STOCK TOTAL STK MKT 922908769 114327 587380 SH SOLE NONE 0 0 587380 VANGUARD TOTAL WORLD TT WRLD ST ETF 922042742 1278 13812 SH SOLE NONE 0 0 13812 VANGUARD UTILITIES ETF UTILITIES ETF 92204A876 10664 77714 SH SOLE NONE 0 0 77714 VERIZON COMMUNICATN COM 92343V104 1892 32214 SH SOLE NONE 0 0 32214 VGRD FTSE ALL WRLD EX US FTSE SMCAP ETF 922042718 1613 13242 SH SOLE NONE 0 0 13242 VISA INC COM CL A 92826C839 335 1531 SH SOLE NONE 0 0 1531 WALMART INC COM 931142103 403 2795 SH SOLE NONE 0 0 2795 WALT DISNEY CO COM 254687106 568 3135 SH SOLE NONE 0 0 3135