—
Net Worth Est.
$2.08MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$840K
Pensions
$606K
Other
$257.5K
Bank Accounts, Money Market Accounts and CDs
$191K
Exchange Traded Funds (ETF)
$154K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund (FXAIX) [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
CUSUX Six Circles US Unconstrained Equity Fund (CUSUX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
![Cleary Gottlieb Fidelity Retirement Plan ⇒ Vanguard Target 2055 [PE]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Cleary Gottlieb Fidelity Retirement Plan ⇒ Vanguard Target 2055 [PE]Pensions | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan US Large Company Equity Fund [PE]Pensions | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- JP Morgan Chase Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2023 |
CBTAX Six Circles Tax Aware Bond Fund (CBTAX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
FIQZX Fidelity Advisor Intermediate Municipal Income Fund: Class Z (FIQZX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- Cooley LLP Salary Deferral & Profit Sharing Plan ⇒ Schwab Indexed Retirement Trust Fund 2055 [PE]Pensions | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
HRA NFL Health Reimbursement Account (HRA) [OT]Other | $50,001 - $100,000 | 2023 | |||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan US Mid/Small Company Equity Fund [PE]Pensions | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- NY's Advisor-Guided College Savings Program: JP Morgan 529 Age-Based 0-5 Portfolio A for DC 1 [OT]Other | $50,001 - $100,000 | DC | Tax-Deferred | 2023 | |
- NY's Advisor-Guided College Savings Program: JP Morgan 529 Age-Based 0-5 Portfolio A for DC 2 [OT]Other | $50,001 - $100,000 | DC | Tax-Deferred | 2023 | |
CIUEX Six Circles International Unconstrained Equity Fund (CIUEX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
BBCA JPMorgan BetaBuilders Canada ETF (BBCA) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
CRDOX Six Circles Credit Opportunities Fund (CRDOX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- NFL Player Annuity Program Trust [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan International Equity Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan Target Date 2045 Fund [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
FSPSX Fidelity International Index Fund (FSPSX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
SCHO Schwab Short-Term U.S. Treasury ETF (SCHO) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- US Savings Bonds [GS]Government Securities and Agency Debt | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2023 |
BBEU JPMorgan BetaBuilders Europe ETF (BBEU) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
BBJP JPMorgan BetaBuilders Japan ETF (BBJP) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Legal Aid of NorthWest Texas 401K Thrift Plan ⇒ Mutual of America Money Market Fund [PE]Pensions | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- JP Morgan Chase Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
VTEB Vanguard Tax-Exempt Bond ETF (VTEB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
- JP Morgan Tr. II US Gov't Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
VGIT Vanguard Intermediate-Term Treasury ETF (VGIT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Perkins Coie Salary Deferral Plan ⇒ Vanguard Target Retirement 2050 Trust I [PE]Pensions | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Legal Aid of NorthWest Texas 401K Thrift Plan ⇒ Mutual of America 2055 Retirement Fund [PE]Pensions | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
SCHR Schwab Intermediate-Term U.S. Treasury ETF (SCHR) [EF]Exchange Traded Funds (ETF) | None | JT | $201 - $1,000 | Dividends | 2023 |
IEF iShares 7-10 Year Treasury Bond ETF (IEF) [EF]Exchange Traded Funds (ETF) | None | JT | $1 - $200 | Dividends | 2023 |
IJH iShares Core S&P Mid-Cap ETF (IJH) [EF]Exchange Traded Funds (ETF) | None | JT | $1 - $200 | Dividends | 2023 |
SHV iShares Short Treasury Bond ETF (SHV) [EF]Exchange Traded Funds (ETF) | None | JT | $1 - $200 | Capital Gains, Dividends | 2023 |
- Bert Bell/Pete Rozelle NFL Player Retirement Plan [DB]Defined Benefit Pension | Undetermined | 2023 | |||
FXAIX Fidelity Salem Street Trust Fidelity 500 Index Fund (FXAIX) [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- Cleary Gottlieb Fidelity Retirement Plan ⇒ Vanguard Target 2055 [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan US Large Company Equity Fund [OT]Other | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- NY's Advisor-Guided College Savings Program: JP Morgan 529 Age-Based 0-5 Portfolio A [OT]Other | $50,001 - $100,000 | DC | Tax-Deferred | 2022 | |
- NY's Advisor-Guided College Savings Program: JP Morgan 529 Age-Based 0-5 Portfolio A [OT]Other | $50,001 - $100,000 | DC | Tax-Deferred | 2022 | |
- Cooley LLP Salary Deferral & Profit Sharing Plan ⇒ Schwab Indexed Retirement Trust Fund 2055 [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
HRA NFL Health Reimbursement Account (HRA) [OT]Other | $50,001 - $100,000 | 2022 | |||
- JP Morgan Chase Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2022 |
CIUEX Six Circles US Unconstrained Equity Fund (CIUEX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
CUSUX Six Circles Int'l Unconstrained Equity Fund (CUSUX) [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
CBTAX Six Circles Tr. Tax Aware Bond Fund (CBTAX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2022 |
FSPSX Fidelity Salem Street Trust Int'l Index Fund (FSPSX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
BBCA JP Morgan BetaBuilders Canada ETF (BBCA) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
BBJP JP Morgan BetaBuilders Japan ETF (BBJP) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Legal Aid of NorthWest Texas 401K Thrift Plan ⇒ Mutual of America Money Market Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
FIQZX Fidelity Advisor Intermediate Municipal Income Fund (FIQZX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
CRDOX Six Circles Trust Credit Opportunities Fund (CRDOX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- US Treasury Securities (US Savings Bonds) [GS]Government Securities and Agency Debt | $15,001 - $50,000 | SP | Interest | 2022 | |
- NFL Player Annuity Program Trust [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan Int'l Equity Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan Target Date 2045 Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan US Mid/Small Company Equity Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
VTEB Vanguard Municipal Tax Exempt Bond ETF (VTEB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
- JP Morgan Chase Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2022 |
- Perkins Coie Salary Deferral Plan ⇒ Vanguard Target Retirement 2050 Trust II [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
IEF iShares Trust 7-10 Year Treasury Bond ETF (IEF) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
- JP Morgan Tr. II US Gov't Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
BBAX JP Morgan BetaBuilders Developed Asia ex Japan ETF (BBAX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2022 |
SCHO Schwab Strategic Trust Short-Term US Treasury (SCHO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
SCHR Schwab Strat. Tr. Intermediate-Term US Treasury (SCHR) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2022 |
VGIT Vanguard Scottsdale Funds Intermediate Term Treas. ETF (VGIT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
- Legal Aid of NorthWest Texas 401K Thrift Plan ⇒ Mutual of America 2055 Retirement Fund [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2022 | |
- Bert Bell/Pete Rozelle NFL Player Retirement Plan [DB]Defined Benefit Pension | Undetermined | 2022 | |||
BBEU JP Morgan BetaBuilders Europe ETF (BBEU) [EF]Exchange Traded Funds (ETF) | None | JT | $201 - $1,000 | Dividends | 2022 |
- Fidelity Salem Street Trust Fidelity 500 Index Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- Six Circles US Unconstrained Equity Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan US Large Company Equity Fund [OT]Other | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Cleary Gottlieb Fidelity Retirement Plan ⇒ Vanguard Target 2055 [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Salem Street Trust Int'l Index Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
HRA NFL Health Reimbursement Account (HRA) [OT]Other | $50,001 - $100,000 | 2021 | |||
- NY's Advisor-Guided College Savings Program: JP Morgan 529 Age-Based 0-5 Portfolio A [OT]Other | $50,001 - $100,000 | DC | Tax-Deferred | 2021 | |
- Six Circles Int'l Unconstrained Equity Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- JP Morgan Chase Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2021 |
- NY's Advisor-Guided College Savings Program: JP Morgan 529 Age-Based 0-5 Portfolio A [OT]Other | $50,001 - $100,000 | DC | Tax-Deferred | 2021 | |
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan US Mid/Small Company Equity Fund [OT]Other | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Fidelity Advisor Intermediate Municipal Income Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- US Treasury Securities (US Savings Bonds) [GS]Government Securities and Agency Debt | $15,001 - $50,000 | SP | Interest | 2021 | |
- Cooley LLP Salary Deferral & Profit Sharing Plan ⇒ Schwab Indexed Retirement Trust Fund 2055 [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- JP Morgan BetaBuilders Canada ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- JP Morgan BetaBuilders Europe ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- JP Morgan BetaBuilders Japan ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Legal Aid of NorthWest Texas 401K Thrift Plan ⇒ Mutual of America Money Market Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- NFL Player Annuity Program Trust [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan Int'l Equity Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan Target Date 2045 Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Schwab Strategic Trust Short-Term US Treasury [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2021 |
- Six Circles Tr. Tax Aware Bond Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Six Circles Trust Credit Opportunities Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- JP Morgan Tr. II US Gov't Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
- Perkins Coie Salary Deferral Plan ⇒ Vanguard Target Retirement 2050 Trust II [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- JP Morgan BetaBuilders Developed Asia ex Japan ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2021 |
- JP Morgan Chase Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2021 |
- Legal Aid of NorthWest Texas 401K Thrift Plan ⇒ Mutual of America 2055 Retirement Fund [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2021 | |
- Bert Bell/Pete Rozelle NFL Player Retirement Plan [DB]Defined Benefit Pension | Undetermined | 2021 | |||
- iShares Trust 3-7 Year Treasury Bonds ETF [EF]Exchange Traded Funds (ETF) | None | JT | $1 - $200 | Dividends | 2021 |
- iShares Core MSCI Emerging Markets ETF [EF]Exchange Traded Funds (ETF) | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- PGIM High Yield Fund [MF]Mutual Funds | None | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- PIMCO High Yield Fund [MF]Mutual Funds | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Schwab Strat. Tr. Inter.-Term US Treasury [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2021 |
- Fidelity Salem Street Trust Fidelity 500 Index Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Cleary Gottlieb Fidelity Retirement Plan ⇒ Vanguard Target 2055 [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan US Large Company Equity Fund [OT]Other | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Six Circles US Unconstrained Equity Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Fidelity Advisor Intermediate Municipal Income Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
HRA NFL Health Reimbursement Account (HRA) [OT]Other | $50,001 - $100,000 | 2020 | |||
- Fidelity Salem Street Trust Int'l Index Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2020 |
- JP Morgan Chase Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2020 |
- NY's Advisor-Guided College Savings Program: JP Morgan 529 Age-Based 0-5 Portfolio A [OT]Other | $50,001 - $100,000 | DC | Tax-Deferred | 2020 | |
- PGIM High Yield Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2020 |
- Cooley LLP Salary Deferral & Profit Sharing Plan ⇒ Schwab Indexed Retirement Trust Fund 2055 [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- JP Morgan BetaBuilders Canada ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2020 |
- JP Morgan BetaBuilders Japan ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- Legal Aid of NorthWest Texas 401K Thrift Plan ⇒ Mutual of America Money Market Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- NFL Player Annuity Program Trust [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan Int'l Equity Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan Target Date 2045 Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan US Mid/Small Company Equity Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Six Circles Int'l Unconstrained Equity Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- Six Circles Tr. Tax Aware Bond Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2020 |
- US Treasury Securities (US Savings Bonds) [GS]Government Securities and Agency Debt | $15,001 - $50,000 | SP | Interest | 2020 | |
- JP Morgan BetaBuilders Developed Asia ex Japan ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
- iShares Core MSCI Emerging Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
- Schwab Strat. Tr. Inter.-Term US Treasury [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
- JP Morgan Tr. II US Gov't Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Dividends | 2020 | |
- iShares Trust 3-7 Year Treasury Bonds ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2020 |
- JP Morgan Chase Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2020 |
- PIMCO High Yield Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2020 |
- JP Morgan BetaBuilders Europe ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- Perkins Coie Salary Deferral Plan ⇒ Vanguard Target Retirement 2050 Trust II [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Legal Aid of NorthWest Texas 401K Thrift Plan ⇒ Mutual of America 2055 Retirement Fund [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2020 | |
- JP Morgan Chase Cash Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Dividends | 2020 |
- PIMCO Funds Short Asset Invt Fd. Cl. A [MF]Mutual Funds | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- PIMCO Short-Term Fund [MF]Mutual Funds | None | JT | $1 - $200 | Capital Gains, Interest | 2020 |
- America Funds Tax Exempt Bond Fund of America [MF]Mutual Funds | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- JP Morgan Int'l Research Enhanced Equity Fund [MF]Mutual Funds | None | JT | 2020 | ||
- Dodge & Cox Income Fund [MF]Mutual Funds | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- Bert Bell/Pete Rozelle NFL Player Retirement Plan [DB]Defined Benefit Pension | Undetermined | 2020 | |||
- Six Circles Trust Tax Aware Ultra Short Duration [MF]Mutual Funds | None | JT | $1 - $200 | Capital Gains, Dividends | 2020 |
- Wells Fargo Short-Term Municipal Bond Fund CL R6 [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2020 |
- iShares Trust 7-10 Year Treasury Bonds ETF [EF]Exchange Traded Funds (ETF) | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- Fidelity Salem Street Trust Fidelity 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- Cleary Gottlieb Fidelity Retirement Plan - Vanguard Target 2055 [OT]Other | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
- JP Morgan US Gov't Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Fidelity Salem Street Trust Int'l Index Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
HRA NFL Health Reimbursement Account (HRA) [OT]Other | $50,001 - $100,000 | 2019 | |||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan US Large Company Equity Fund [OT]Other | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- NY's Advisor-Guided College Savings Program: JP Morgan 529 Age-Based 0-5 Portfolio A [OT]Other | $50,001 - $100,000 | DC | Tax-Deferred | 2019 | |
- Six Circles US Unconstrained Equity Fund [MF]Mutual Funds | $50,001 - $100,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2019 |
- America Funds Tax Exempt Bond Fund of America [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2019 |
- Fidelity Advisor Intermediate Municipal Income Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2019 |
- JP Morgan BetaBuilders Canada ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
- JP Morgan BetaBuilders Japan ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2019 |
- NFL Player Annuity Program Trust [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan Int'l Equity Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan Target Date 2045 Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
k NFL Player Second Career Savings Plan 401(k) Savings Plan ⇒ NFL 401(k) Savings Plan US Mid/Small Company Equity Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Six Circles Int'l Unconstrained Equity Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
- US Treasury Securities (US Savings Bonds) [GS]Government Securities and Agency Debt | $15,001 - $50,000 | SP | $50,001 - $100,000 | Interest | 2019 |
- JP Morgan US Gov't Money Market Fund [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Wells Fargo Short-Term Municipal Bond Fund CL R6 [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Six Circles Trust Tax Aware Ultra Short Duration [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- JP Morgan BetaBuilders Developed Asia ex Japan ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- iShares Trust 7-10 Year Treasury Bonds ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- iShares Trust 3-7 Year Treasury Bonds ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- PIMCO Short-Term Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Dodge & Cox Income Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2019 |
- JP Morgan BetaBuilders Europe ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Perkins Coie Salary Deferral Plan: Vanguard Target Retirement 2050 Trust II [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- JP Morgan Chase Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- JP Morgan Int'l Research Enhanced Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Bert Bell/Pete Rozelle NFL Player Retirement Plan [DB]Defined Benefit Pension | Undetermined | 2019 | |||
- JP Morgan Chase Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | None | SP | $201 - $1,000 | Interest | 2019 |
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