—
Net Worth Est.
$1.56MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$1.45M
Stocks
$89.5K
Exchange Traded Funds (ETF)
$16K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Fidelity VIP Index 500 (Retirement Account) [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Fidelity VIP Index 500 (Retirement Account) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2017 | ||
- Fidelity VIP Growth Opportunities Fund (Retirement Account) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2017 | ||
- Fidelity Cash Reserves (Retirement Account) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Fidelity Municipal Money Market Fund [MF]Mutual Funds | $50,001 - $100,000 | $1 - $200 | Interest | 2017 | |
- Templeton Global Bond Sec. (Retirement Account) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Pimco VIT Total Return (Retirement Account) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Fidelity VIP Contra Fund (Retirement Account) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Pimco Total Return Class D (Retirement Account) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Fidelity VIP Strategic Income (Retirement Account) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Artisan International Investor Class Fund (Retirement Account) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Fidelity Real Estate Investment (Retirement Account) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Fidelity Contra Fund (Retirement Account) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Fidelity VIP Real Estate (Retirement Account) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Dreyfus Opportunity Small Cap Fund (Retirement Account) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
BA Boeing Company (BA) [ST]Stocks | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Strategic Income (Retirement Account) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Pimco Fundamental Index Plus Trust (Retirement Account) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
AMZN Amazon.com, Inc. (AMZN) [ST]Stocks | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Fidelity 500 Index Premium (Retirement Account) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Income Fund of America Class F1 - American Funds N/L [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Invesco Floating Rate Fund Class A M/F [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
ASRAX Invesco Global Real Estate Income Fund Class A M/F (ASRAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2017 |
VVR Invesco SR Income TR (VVR) [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- Ivy Science & Technology Fund Class C M/F [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
JGRCX Janus Henderson Enterprise Fund Class C M/F (JGRCX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- MFS High Income Fund Class A M/F [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Morgan Stanley - Consulting Group - Emerging Markets Equity Investment (Retirement Account) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Morgan Stanley - Consulting Group - International Equity Investment (Retirement Account) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Morgan Stanley - Consulting Group - Large Capital Capital Growth Investment (Retirement Account) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Morgan Stanley - Consulting Group - Large Capital Value Equity Investment (Retirement Account) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Morgan Stanley - Consulting Group - Small Capital Growth Investment (Retirement Account) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Morgan Stanley - Consulting Group - Small Capital Value Equity Investment (Retirement Account) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
SIAX Nuveen Dow 30 DYN Overwrite SHS (SIAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2017 |
FSCVX Nuveen Small Cap Value Fund Class M/F (FSCVX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
OOSCX Oppenheimer Senior Floating Rate Fund Class C M/F (OOSCX) [MF]Mutual Funds | $1,001 - $15,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- Capital World Growth & Income Fund Class F1 - American N/L [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- American Global Balanced Fund Class F1 N/L [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Blackrock International Grwth & Inc TR Com Bene Inter [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Allianzgi NFJ Divid INT & Prem [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2017 |
CVX Chevron Corporation (CVX) [ST]Stocks | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
DRECX Davis Real Estate Fund Class C M/F (DRECX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
DD E.I. du Pont de Nemours and Company (DD) [ST]Stocks | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Eaton Vance Tax MNGD GBL DV EQ [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
ETE Energy Transfer Equity, L.P. Energy Transfer Equity, L.P. Common Units representing Limited Partners (ETE) [ST]Stocks | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
SVACX Federated Strategic Value Dividend Fund Class C M/F (SVACX) [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2017 |
- Fidelity Capital and Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- Fidelity Select Gold (Retirement Account) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Fidelity Select Semiconductors [MF]Mutual Funds | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
- Fidelity Total Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- First Trust Exch Traded FD VI Multi Asset DIV INCM INDX FD [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- First Trust Health Care Alphadex FD ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Gabelli DIVD & Income TR [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
GIOCX Guggenheim Macro Opportunities FD CL C M/F (GIOCX) [MF]Mutual Funds | $1,001 - $15,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
AMECX Income Fund of America Class A - American Funds M/F (AMECX) [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2017 |
- Tekla Healthcare Opportunit FD SHS [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Thornburg Investment Income Builder Fund Class A M/F [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Thornburg Investment Income Builder Fund Class C M/F (TIBCX [MF]Mutual Funds | $1,001 - $15,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2017 |
- Vanguard S&P 500 Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- Morgan Stanley - Consulting Group - Government Money Market Investment (Retirement Account) [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2017 | |
PER SandRidge Permian Trust Common Units of Benficial Interest (PER) [ST]Stocks | $1 - $1,000 | SP | $1 - $200 | Dividends | 2017 |
CVTRX Calamos Growth & Income Fund Class A M/F (CVTRX) [MF]Mutual Funds | None | SP | $1,001 - $2,500 | Capital Gains | 2017 |
STON StoneMor Partners L.P. Common Unit Rep Limited Partnership Interests (STON) [ST]Stocks | None | SP | $201 - $1,000 | Capital Gains | 2017 |
CAIBX Capital Income Builder Fund Class A - American Funds M/F (CAIBX) [MF]Mutual Funds | None | SP | $5,001 - $15,000 | Capital Gains | 2017 |
SPEC Prospect Capital Corporation (SPEC) [MF]Mutual Funds | None | SP | $1,001 - $2,500 | Capital Gains | 2017 |
SHIAX Western Asset Short Duration High Income Fund Class A M/F (SHIAX) [MF]Mutual Funds | None | SP | $5,001 - $15,000 | Capital Gains | 2017 |
- Fidelity VIP Index 500 (Retirement Account) | $100,001 - $250,000 | Tax-Deferred | 2016 | ||
- Fidelity 500 Index Premium (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Fidelity VIP Growth Opportunities Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Artisan International Investor Class Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Fidelity VIP Contra Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Pimco Total Return Class D (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Pimco VIT Total Return (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Fidelity VIP Strategic Income (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Fidelity Cash Reserves (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Fidelity Strategic Income (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- Dreyfus Opportunity Small Cap Fund (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- Templeton Global Bond Sec. (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- Fidelity VIP Real Estate (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
AMZN Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Fidelity Real Estate Investment (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
OOSCX Oppenheimer Senior Floating Rate Fund Class C M/F (OOSCX) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2016 |
- Pimco Fundamental Index Plus Trust (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- Fidelity Contra Fund (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- Morgan Stanley - Consulting Group - Small Capital Growth Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Morgan Stanley - Consulting Group - Small Capital Value Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
SIAX Nuveen Dow 30 DYN Overwrite SHS (SIAX) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
SPEC Prospect Capital Corporation (SPEC) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
- Raymond James IRA Retirement Account Distribution | $1,001 - $15,000 | SP | $2,501 - $5,000 | Distribution | 2016 |
STON StoneMor Partners L.P. Common Unit Rep Limited Partnership Interests (STON) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
- Tekla Healthcare Opportunit FD SHS | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Thornburg Investment Income Builder Fund Class A M/F | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Thornburg Investment Income Builder Fund Class C M/F (TIBCX | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
- Vanguard S&P 500 Fund | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2016 | |
- Allianzgi NFJ Divid INT & Prem | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
- American Global Balanced Fund Class F1 N/L | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Blackrock International Grwth & Inc TR Com Bene Inter | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
BA Boeing Company (BA) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
CVTRX Calamos Growth & Income Fund Class A M/F (CVTRX) | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains, Dividends | 2016 |
CAIBX Capital Income Builder Fund Class A - American Funds M/F (CAIBX) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
- Capital World Growth & Income Fund Class F1 - American N/L | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
CVX Chevron Corporation (CVX) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Fidelity Select Gold (Retirement Account) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Fidelity Select Semiconductors | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
- Fidelity Total Bond Fund | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2016 | |
- First Trust Exch Traded FD VI Multi Asset DIV INCM INDX FD | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- First Trust Health Care Alphadex FD ETF | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Gabelli DIVD & Income TR | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
GIOCX Guggenheim Macro Opportunities FD CL C M/F (GIOCX) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
AMECX Income Fund of America Class A - American Funds M/F (AMECX) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
- Income Fund of America Class F1 - American Funds N/L | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Invesco Floating Rate Fund Class A M/F | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
ASRAX Invesco Global Real Estate Income Fund Class A M/F (ASRAX) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
VVR Invesco SR Income TR (VVR) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
- MFS High Income Fund Class A M/F | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Morgan Stanley - Consulting Group - Emerging Markets Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Morgan Stanley - Consulting Group - International Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Morgan Stanley - Consulting Group - Large Capital Capital Growth Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Morgan Stanley - Consulting Group - Large Capital Value Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
SVACX Federated Strategic Value Dividend Fund Class C M/F (SVACX) | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2016 |
- Fidelity Capital and Income Fund | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
SHIAX Western Asset Short Duration High Income Fund Class A M/F (SHIAX) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
- Fidelity Municipal Money Market Fund | $1,001 - $15,000 | $1 - $200 | Interest | 2016 | |
DD E.I. du Pont de Nemours and Company (DD) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Eaton Vance Tax MNGD GBL DV EQ | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
ETE Energy Transfer Equity, L.P. Energy Transfer Equity, L.P. Common Units representing Limited Partners (ETE) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
PER SandRidge Permian Trust Common Units of Benficial Interest (PER) | $1 - $1,000 | SP | $1 - $200 | Dividends | 2016 |
- Morgan Stanley - Consulting Group - Government Money Market Investment (Retirement Account) | $1 - $1,000 | SP | Tax-Deferred | 2016 | |
- Fidelity Overseas Fund | None | $5,001 - $15,000 | Capital Gains | 2016 | |
- Fidelity New Markets income (Retirement Account) | None | $2,501 - $5,000 | Capital Gains | 2016 | |
- Fidelity VIP Index 500 (Retirement Account) | $100,001 - $250,000 | Tax-Deferred | 2015 | ||
- Vanguard S&P 500 Fund | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2015 | |
- Fidelity Total Bond Fund | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2015 | |
- Sparten 500 Index Fund (Retirement Account) | $100,001 - $250,000 | Tax-Deferred | 2015 | ||
- Fidelity VIP Contra Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Fidelity VIP Growth Opportunities Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Pimco VIT Total Return (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Fidelity VIP Strategic Income (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Templeton Global Bond Sec. (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Fidelity Inflation Protected Bond (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Fidelity Overseas Fund | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2015 | |
- Dreyfus Opportunity Small Cap Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Artisan International Investor Class Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Fidelity Select Electronics Fund | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2015 | |
- Pimco Total Return Class D (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Fidelity Real Estate Investment (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Fidelity Capital and Income Fund | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
- Fidelity Cash Reserves (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Fidelity Contra Fund (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Pimco Fundamental Index Plus Trust (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Fidelity Municipal Money Market Fund | $15,001 - $50,000 | $1 - $200 | Interest | 2015 | |
- Fidelity New Markets income (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Fidelity Strategic Income (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Fidelity VIP Real Estate (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Fidelity Select Gold (Retirement Account) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Morgan Stanley - Consulting Group - Small Capital Growth Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- Morgan Stanley - Consulting Group - Small Capital Value Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- Morgan Stanley - Consulting Group - Emerging Markets Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- Morgan Stanley - Consulting Group - International Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- Morgan Stanley - Consulting Group - Large Capital Capital Growth Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- Morgan Stanley - Consulting Group - Large Capital Value Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- Morgan Stanley - Consulting Group - Government Money Market Investment (Retirement Account) | $1 - $1,000 | SP | Tax-Deferred | 2015 | |
Land Real Estate (Land) Milam County, Texas | None | 2015 | |||
- Vanguard S&P 500 Fund | $100,001 - $250,000 | $50,001 - $100,000 | Capital Gains, Dividends | 2014 | |
- Sparten 500 Index Fund (Retirement Account) | $100,001 - $250,000 | Tax-Deferred | 2014 | ||
- Fidelity Total Bond Fund | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
- Fidelity VIP Index 500 (Retirement Account) | $100,001 - $250,000 | Tax-Deferred | 2014 | ||
- Fidelity Select Electronics Fund | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
- Fidelity Overseas Fund | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2014 | |
- Dreyfus Opportunity Small Cap Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2014 | ||
- Pimco Total Return Class D (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2014 | ||
- Artisan International Investor Class Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2014 | ||
- Fidelity Inflation Protected Bond (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2014 | ||
- Fidelity Municipal Money Market Fund | $50,001 - $100,000 | $1 - $200 | Interest | 2014 | |
- Fidelity VIP Contra Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2014 | ||
- Fidelity VIP Growth Opportunities Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2014 | ||
- Fidelity VIP Strategic Income (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2014 | ||
- Pimco VIT Total Return (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2014 | ||
- Templeton Global Bond Sec. (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2014 | ||
- Fidelity Contra Fund (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
- Fidelity VIP Real Estate (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
- Pimco Fundamental Index Plus Trust (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
- Fidelity Capital and Income Fund | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains | 2014 | |
- Fidelity Real Estate Investment (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
- Fidelity Strategic Income (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
- Fidelity New Markets income (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
Land Real Estate (Land) Milam County, Texas | $15,001 - $50,000 | 2014 | |||
- Fidelity Cash Reserves (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
- Morgan Stanley - Consulting Group - Small Capital Growth Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Fidelity Select Gold (Retirement Account) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Morgan Stanley - Consulting Group - Emerging Markets Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Morgan Stanley - Consulting Group - Small Capital Value Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Morgan Stanley - Consulting Group - International Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Morgan Stanley - Consulting Group - Large Capital Capital Growth Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Morgan Stanley - Consulting Group - Large Capital Value Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- Morgan Stanley - Consulting Group - Government Money Market Investment (Retirement Account) | $1 - $1,000 | SP | Tax-Deferred | 2014 | |
- Vanguard S&P 500 Fund | $250,001 - $500,000 | $50,001 - $100,000 | Capital Gains, Dividends | 2013 | |
- Sparten 500 Index Fund (Retirement Account) | $100,001 - $250,000 | Tax-Deferred | 2013 | ||
- Fidelity Total Bond Fund | $100,001 - $250,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2013 | |
- Fidelity Select Electronics Fund | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2013 | |
- Artisan International Investor Class Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2013 | ||
- Fidelity Municipal Money Market Fund | $50,001 - $100,000 | $1 - $200 | Interest | 2013 | |
- Fidelity Overseas Fund | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2013 | |
- Fidelity VIP Contra Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2013 | ||
- Fidelity VIP Growth Opportunities Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2013 | ||
- Fidelity VIP Index 500 (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2013 | ||
- Fidelity VIP Strategic Income (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2013 | ||
- Fidelity Inflation Protected Bond (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2013 | ||
- Dreyfus Opportunity Small Cap Fund (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2013 | ||
- Pimco Total Return Class D (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2013 | ||
- Pimco VIT Total Return (Retirement Account) | $50,001 - $100,000 | Tax-Deferred | 2013 | ||
- Fidelity Strategic Income (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
Land Real Estate (Land) Milam County, Texas | $15,001 - $50,000 | 2013 | |||
- Fidelity Real Estate Investment (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
- Pimco Fundamental Index Plus Trust (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
- Templeton Global Bond Sec. (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
- Fidelity Contra Fund (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
- Fidelity New Markets income (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
- Fidelity Capital and Income Fund | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2013 | |
- Fidelity VIP Real Estate (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
- Fidelity Cash Reserves (Retirement Account) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
- Morgan Stanley - Consulting Group - Emerging Markets Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
- Morgan Stanley - Consulting Group - Large Capital Value Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
- Morgan Stanley - Consulting Group - Small Capital Growth Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
- Morgan Stanley - Consulting Group - Small Capital Value Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
- Morgan Stanley - Consulting Group - International Equity Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
- Fidelity Select Gold (Retirement Account) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- Morgan Stanley - Consulting Group - Large Capital Capital Growth Investment (Retirement Account) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
- Morgan Stanley - Consulting Group - Government Money Market Investment (Retirement Account) | $1 - $1,000 | SP | Tax-Deferred | 2013 |
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