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