
Net Worth Est.
$1.23MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$553.01K
Bank Accounts, Money Market Accounts and CDs
$416K
Stock (Not Publicly Traded)
$175K
Intellectual Property & Royalties
$40.5K
Real Estate
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
- Fidelity 401k β Fidelity Freedom K2035 (Retirement) [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2023 | ||
- ABC Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | 2023 | ||
- C. Schwab β Franklin BSP Lending Corp [PS]Stock (Not Publicly Traded) | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Congressional Federal Credit Union - Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2023 | ||
- Montego Capital Fund I Ltd [IP]Intellectual Property & Royalties | $15,001 - $50,000 | JT | $50,001 - $100,000 | Royalties | 2023 |
- C. Schwab Rollover β WisdomTree US Quality Dividend Gr [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- C. Schwab Rollover β Invesco QQQ Trust [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- C. Schwab β Pacific Oak Strategic Opportunity Reit [RE]Real Estate | $15,001 - $50,000 | $201 - $1,000 | Distribution | 2023 | |
- C. Schwab Rollover β Invesco S&P 500 Equal Weight [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- C. Schwab Rollover β iShares Russell 2000 Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- C. Schwab Rollover β Schwab US Broad Market [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- C. Schwab Rollover β Schwab Emerging Markets Equity [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- C. Schwab β IShares MSCI Brazil ETF [MF]Mutual Funds | $1,001 - $15,000 | SP | 2023 | ||
- C. Schwab β IShares MSCI Canada ETF [MF]Mutual Funds | $1,001 - $15,000 | SP | 2023 | ||
- C. Schwab β IShares MSCI Italy ETF [MF]Mutual Funds | $1,001 - $15,000 | SP | 2023 | ||
- C. Schwab β IShares Russell Mid Cap GRW [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
- C. Schwab β Select Sector Industrial SPDR [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
- C. Schwab β Select STR Financial Select [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
- C. Schwab Rollover β Consumer Staples Select Sector [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- John Hancock β Cash [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Oil Rights [IP]Intellectual Property & Royalties | $1,001 - $15,000 | SP | $1 - $200 | Royalties | 2023 |
- C. Schwab β IShares Russell Mid Cap Value [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
- C. Schwab β ISHARES semiconductor ETF [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
- ABC Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2023 | ||
- C. Schwab β Energy Select sector SPDR [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
- C. Schwab β IShares MSCI EAFE Small Cap [MF]Mutual Funds | $1 - $1,000 | SP | 2023 | ||
- C. Schwab β Communicat SVS SLCT SEC SPDR [MF]Mutual Funds | $1 - $1,000 | SP | 2023 | ||
- Congressional Federal Credit Union - Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2023 | ||
- ABC Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | 2022 | ||
- Fidelity 401k β Fidelity Freedom K2035 (Retirement) [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2022 | ||
- C. Schwab β Franklin BSP Lending Corp [PS]Stock (Not Publicly Traded) | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- C. Schwab β Pacific Oak Strategic Opportunity Reit [RE]Real Estate | $15,001 - $50,000 | $201 - $1,000 | Distribution | 2022 | |
- Montego Capital Fund I Ltd [IP]Intellectual Property & Royalties | $15,001 - $50,000 | JT | $50,001 - $100,000 | Royalties | 2022 |
- Congressional Federal Credit Union - Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2022 | ||
- Oil Rights [IP]Intellectual Property & Royalties | $1,001 - $15,000 | SP | $1 - $200 | Royalties | 2022 |
- C. Schwab β IShares MSCI Brazil ETF [MF]Mutual Funds | $1,001 - $15,000 | SP | 2022 | ||
- ABC Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2022 | ||
- C. Schwab β Energy Select sector SPDR [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- C. Schwab β IShares Russell Mid Cap GRW [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- C. Schwab β IShares MSCI Canada ETF [MF]Mutual Funds | $1,001 - $15,000 | SP | 2022 | ||
- C. Schwab β IShares MSCI Italy ETF [MF]Mutual Funds | $1,001 - $15,000 | SP | 2022 | ||
- C. Schwab β Select Sector Industrial SPDR [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- C. Schwab β Select STR Financial Select [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- C. Schwab Rollover β Consumer Staples Select Sector [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- C. Schwab Rollover β Invesco QQQ Trust [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- C. Schwab Rollover β Invesco S&P 500 Equal Weight [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- C. Schwab Rollover β iShares Russell 2000 Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- C. Schwab Rollover β Schwab Emerging Markets Equity [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- C. Schwab Rollover β Schwab US Broad Market [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- C. Schwab Rollover β WisdomTree US Quality Dividend Gr [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- John Hancock β Cash [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- C. Schwab β IShares Russell Mid Cap Value [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- C. Schwab β ISHARES semiconductor ETF [MF]Mutual Funds | $1,001 - $15,000 | 2022 | |||
- Congressional Federal Credit Union - Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2022 | ||
- C. Schwab β Communicat SVS SLCT SEC SPDR [MF]Mutual Funds | $1 - $1,000 | SP | 2022 | ||
- C. Schwab β IShares MSCI EAFE Small Cap [MF]Mutual Funds | $1 - $1,000 | SP | 2022 | ||
- ABC Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | 2021 | ||
- Fidelity 401k β Fidelity Freedom K2035 (Retirement) [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2021 | ||
- C. Schwab β Business Development Corp of America [PS]Stock (Not Publicly Traded) | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Congressional Federal Credit Union - Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2021 | ||
- Montego Capital Fund I Ltd [IP]Intellectual Property & Royalties | $15,001 - $50,000 | JT | $50,001 - $100,000 | Royalties | 2021 |
- C. Schwab β Pacific Oak Strategic Opportunity Reit [RE]Real Estate | $15,001 - $50,000 | $201 - $1,000 | Distribution | 2021 | |
- C. Schwab Rollover β Invesco S&P 500 Equal Weight [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- C. Schwab Rollover β iShares Russell 2000 Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- C. Schwab Rollover β Schwab Emerging Markets Equity [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- C. Schwab Rollover β Schwab US Broad Market [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- C. Schwab Rollover β WisdomTree US Quality Dividend Gr [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Oil Rights [IP]Intellectual Property & Royalties | $1,001 - $15,000 | SP | $1 - $200 | Royalties | 2021 |
- C. Schwab β Energy Select sector SPDR [MF]Mutual Funds | $1,001 - $15,000 | 2021 | |||
- C. Schwab β IShares MSCI Brazil ETF [MF]Mutual Funds | $1,001 - $15,000 | SP | 2021 | ||
- C. Schwab β IShares MSCI Canada ETF [MF]Mutual Funds | $1,001 - $15,000 | SP | 2021 | ||
- C. Schwab β IShares MSCI Italy ETF [MF]Mutual Funds | $1,001 - $15,000 | SP | 2021 | ||
- C. Schwab β IShares Russell Mid Cap GRW [MF]Mutual Funds | $1,001 - $15,000 | 2021 | |||
- C. Schwab β IShares Russell Mid Cap Value [MF]Mutual Funds | $1,001 - $15,000 | 2021 | |||
- John Hancock β Cash [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- C. Schwab β ISHARES semiconductor ETF [MF]Mutual Funds | $1,001 - $15,000 | 2021 | |||
- C. Schwab β Select Sector Industrial SPDR [MF]Mutual Funds | $1,001 - $15,000 | 2021 | |||
- C. Schwab β Select STR Financial Select [MF]Mutual Funds | $1,001 - $15,000 | 2021 | |||
- C. Schwab Rollover β Consumer Staples Select Sector [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- C. Schwab Rollover β Invesco QQQ Trust [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- ABC Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2021 | ||
- Congressional Federal Credit Union - Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2021 | ||
- C. Schwab β Communicat SVS SLCT SEC SPDR [MF]Mutual Funds | $1 - $1,000 | SP | 2021 | ||
- C. Schwab β IShares MSCI EAFE Small Cap [MF]Mutual Funds | $1 - $1,000 | SP | 2021 | ||
- ABC Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | 2020 | ||
- Fidelity 401k β Fidelity Freedom K2035 (Retirement) [MF]Mutual Funds | $250,001 - $500,000 | Tax-Deferred | 2020 | ||
- C. Schwab β Business Development Corp of America [PS]Stock (Not Publicly Traded) | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Congressional Federal Credit Union - Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2020 | ||
- Montego Capital Fund I Ltd [IP]Intellectual Property & Royalties | $15,001 - $50,000 | JT | $50,001 - $100,000 | Royalties | 2020 |
- C. Schwab β Pacific Oak Strategic Opportunity Reit [RE]Real Estate | $15,001 - $50,000 | $201 - $1,000 | Distribution | 2020 | |
- C. Schwab β IShares Russell Mid Cap GRW [MF]Mutual Funds | $1,001 - $15,000 | 2020 | |||
- C. Schwab β IShares Russell Mid Cap Value [MF]Mutual Funds | $1,001 - $15,000 | 2020 | |||
- C. Schwab β ISHARES semiconductor ETF [MF]Mutual Funds | $1,001 - $15,000 | 2020 | |||
- C. Schwab β Select Sector Industrial SPDR [MF]Mutual Funds | $1,001 - $15,000 | 2020 | |||
- C. Schwab β Select STR Financial Select [MF]Mutual Funds | $1,001 - $15,000 | 2020 | |||
- C. Schwab Rollover β Consumer Staples Select Sector [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- C. Schwab Rollover β Invesco QQQ Trust [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- C. Schwab Rollover β Invesco S&P 500 Equal Weight [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- C. Schwab Rollover β iShares Russell 2000 Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- C. Schwab Rollover β Schwab Emerging Markets Equity [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- C. Schwab Rollover β Schwab US Broad Market [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- C. Schwab Rollover β WisdomTree US Quality Dividend Gr [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- C. Schwab β Energy Select sector SPDR [MF]Mutual Funds | $1,001 - $15,000 | 2020 | |||
- John Hancock β Cash [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- ABC Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2020 | ||
- C. Schwab β IShares MSCI Brazil ETF [MF]Mutual Funds | $1,001 - $15,000 | SP | 2020 | ||
- C. Schwab β IShares MSCI Canada ETF [MF]Mutual Funds | $1,001 - $15,000 | SP | 2020 | ||
- C. Schwab β IShares MSCI Italy ETF [MF]Mutual Funds | $1,001 - $15,000 | SP | 2020 | ||
- Oil Rights [IP]Intellectual Property & Royalties | $1,001 - $15,000 | SP | $1 - $200 | Royalties | 2020 |
- C. Schwab β IShares MSCI EAFE Small Cap [MF]Mutual Funds | $1 - $1,000 | SP | 2020 | ||
- C. Schwab β Communicat SVS SLCT SEC SPDR [MF]Mutual Funds | $1 - $1,000 | SP | 2020 | ||
- Congressional Federal Credit Union - Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2020 | ||
- JLMMAM Rental Property [RP]Real Property | $250,001 - $500,000 | JT | 2019 | ||
- Fidelity 401k β Fidelity Freedom K2035 (Retirement) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- Fidelity 401k β Fidelity Cash Reserve Fund (Retirement) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- C. Schwab β Business Development Corp of America [PS]Stock (Not Publicly Traded) | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- ABC Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | 2019 | ||
- ABC Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2019 | ||
- C. Schwab β Pacific Oak Strategic Opportunity Reit [RE]Real Estate | $15,001 - $50,000 | $201 - $1,000 | Distribution | 2019 | |
- Congressional Federal Credit Union - Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2019 | ||
- Montego Capital Fund I Ltd [IP]Intellectual Property & Royalties | $15,001 - $50,000 | JT | $50,001 - $100,000 | Royalties | 2019 |
- C. Schwab β Rydex Retailing Investment [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- C. Schwab Rollover β Invesco QQQ Trust [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab Rollover β Invesco S&P 500 Equal Weight [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab Rollover β iShare Select Dividend [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab Rollover β iShares Core S&P Mid-Cap [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab Rollover β iShares Russell 2000 Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab Rollover β iShares US Healthcare [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab Rollover β KraneShares CSI China Internet [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab Rollover β Schwab Emerging Markets Equity [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab Rollover β Schwab US Broad Market [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab Rollover β Vangaurd Financials Index Admiral [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab Rollover β Vangaurd Information Technology Idx Adm [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab Rollover β WisdomTree US Quality Dividend Gr [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab β Rydex Retailing Investment [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab Rollover β Consumer Staples Select Sector [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab β Rydex Health Care Investments [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- C. Schwab β Rydex Health Care Investments [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- C. Schwab β Rydex Energy Investment [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- John Hancock β Cash [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- C. Schwab β Rydex Energy Investment [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Oil Rights [IP]Intellectual Property & Royalties | $1,001 - $15,000 | SP | $1 - $200 | Royalties | 2019 |
- Congressional Federal Credit Union - Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2019 | ||
- Rental Income [OT]Other | None | JT | Rent | 2019 | |
- C. Schwab β Business Development Corp of America [PS]Stock (Not Publicly Traded) | $100,001 - $250,000 | Tax-Deferred | 2018 | ||
- JLMMAM Rental Property [RP]Real Property | $100,001 - $250,000 | JT | $2,501 - $5,000 | Rent | 2018 |
- Fidelity 401k β Fidelity Freedom K2035 (Retirement) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2018 | ||
- Fidelity 401k β Fidelity Cash Reserve Fund (Retirement) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2018 | ||
- ABC Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | 2018 | ||
- Congressional Federal Credit Union - Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | 2018 | ||
- Montego Capital Fund I Ltd [IP]Intellectual Property & Royalties | $50,001 - $100,000 | JT | $15,001 - $50,000 | Royalties | 2018 |
- ABC Bank Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2018 | ||
- C. Schwab β KBS Strategic Opportunity Reit [RE]Real Estate | $15,001 - $50,000 | $201 - $1,000 | Distribution | 2018 | |
- Congressional Federal Credit Union - Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2018 | ||
- C. Schwab Rollover β Consumer Staples Select Sector [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- C. Schwab Rollover β Invesco S&P 500 Equal Weight [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- C. Schwab Rollover β iShare Select Dividend [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- C. Schwab Rollover β iShares Core S&P Mid-Cap [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- C. Schwab Rollover β iShares Russell 2000 Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- C. Schwab Rollover β iShares US Healthcare [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- C. Schwab Rollover β KraneShares CSI China Internet [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- C. Schwab Rollover β Schwab Emerging Markets Equity [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- C. Schwab Rollover β Schwab US Broad Market [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- C. Schwab Rollover β Vangaurd Financials Index Admiral [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- C. Schwab Rollover β Vangaurd Information Technology Idx Adm [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- C. Schwab Rollover β WisdomTree US Quality Dividend Gr [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- C. Schwab β Rydex Retailing Investment [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- C. Schwab β Rydex Energy Investment [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- C. Schwab β Rydex Retailing Investment [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- C. Schwab β Rydex Health Care Investments [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- C. Schwab β Rydex Health Care Investments [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- John Hancock β Cash [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- C. Schwab β Rydex Energy Investment [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Oil Rights [IP]Intellectual Property & Royalties | $1,001 - $15,000 | SP | $1 - $200 | Royalties | 2018 |
- C. Schwab Rollover β Invesco QQQ Trust [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Rental Income [OT]Other | None | JT | Rent | 2018 | |
- JLMMAM Rental Property [RP]Real Property | $100,001 - $250,000 | JT | $2,501 - $5,000 | Rent | 2017 |
- Pershing β Business Development Corp of America [PS]Stock (Not Publicly Traded) | $100,001 - $250,000 | Tax-Deferred | 2017 | ||
- Rental Income [OT]Other | $100,001 - $250,000 | JT | $5,001 - $15,000 | Rent | 2017 |
- ABC Bank Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | 2017 | ||
- Fidelity 401k β Fidelity Cash Reserve Fund (Retirement) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2017 | ||
- Fidelity 401k β Fidelity Freedom K2035 (Retirement) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2017 | ||
- Montego Capital Fund I Ltd [IP]Intellectual Property & Royalties | $50,001 - $100,000 | JT | $2,501 - $5,000 | Royalties | 2017 |
- Pershing-Rollover β American Funds Invesment Corporation of America fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Congressional Federal Credit Union - Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2017 | ||
- Pershing β AMCAP FUND [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Pershing β American Fund Growth Fund of America [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- KBS Strategic Opportunity Reit [RE]Real Estate | $15,001 - $50,000 | JT | $201 - $1,000 | Distribution | 2017 |
- Pershing β iShares Total Return Morningstar Mid Cap Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- John Hancock β Cash [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Pershing-Rollover β iShares Total Return Morningstar Small Cap Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Pershing-Rollover β Vanguard Index Trust Total Stock Market Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Oil Rights [IP]Intellectual Property & Royalties | $1,001 - $15,000 | SP | $1 - $200 | Royalties | 2017 |
- Pershing β Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2017 | |||
- Pershing β Hartford Global Capital Appreciation Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 |
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