—
Net Worth Est.
$4.62MTrade volume
$0Total trades
-----Last Traded
----Exchange Traded Funds (ETF)
$4.44M
Stocks
$97K
Bank Accounts, Money Market Accounts and CDs
$40.5K
Hedge Funds & Private Equity Funds (EIF)
$40.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Charles Schwab Investment Account ⇒ SPDR S&P 500 ETF [EF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Charles Schwab Investment Account ⇒ SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $1,000,001 - $5,000,000 | SP | $15,001 - $50,000 | Dividends | 2023 |
- Charles Schwab Investment Account ⇒ SPDR S&P MIDCAP 400 ETF [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | SP | $5,001 - $15,000 | Dividends | 2023 |
SPY Charles Schwab Roth IRA ⇒ SPDR S&P 500 ETF (SPY) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
MDY Charles Schwab Roth IRA ⇒ SPDR S&P MIDCAP 400 ETF (MDY) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Betterment Retirement Account ⇒ iShares Core MSCI Emerging Markets ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2023 | |
VTI Betterment Traditional IRA ⇒ Vanguard Total Stock Market ETF (VTI) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Bessemer Venture Associates IX L.P. Fund [HE]Hedge Funds & Private Equity Funds (EIF) | $15,001 - $50,000 | $15,001 - $50,000 | Partnership income | 2023 | |
VEA Betterment Traditional IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
VUG Charles Schwab Rollover IRA ⇒ Vanguard Growth ETF (VUG) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
VUG Charles Schwab Roth IRA ⇒ Vanguard Growth ETF (VUG) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
ACVA Merrill Investment Account ⇒ ACV Auctions Inc. - Class A (ACVA) [ST]Stocks | $15,001 - $50,000 | 2023 | |||
- Betterment Retirement Account ⇒ Schwab International Equity ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
OKTA Alex Brown Raymond James brokerage ⇒ Okta, Inc. - Class A (OKTA) [ST]Stocks | $15,001 - $50,000 | 2023 | |||
- Bank of America Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2023 | ||
- Betterment Retirement Account ⇒ Schwab U.S. Broad Market ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2023 | |
- Betterment Retirement Account ⇒ iShares Core MSCI EAFE ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2023 | |
- Betterment Retirement Account ⇒ Vanguard Small-Cap Value ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
- Betterment Retirement Account ⇒ Vanguard Total International Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
VTI Betterment Retirement Account ⇒ Vanguard Total Stock Market ETF (VTI) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
AGG Betterment Traditional IRA ⇒ iShares Core US Aggregate Bond ETF (AGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
EMB Betterment Traditional IRA ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VWO Betterment Traditional IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VOE Betterment Traditional IRA ⇒ Vanguard Mid-Cap Value ETF (VOE) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VBR Betterment Traditional IRA ⇒ Vanguard Small-Cap Value ETF (VBR) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BND Betterment Traditional IRA ⇒ Vanguard Total Bond Market ETF (BND) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BNDX Betterment Traditional IRA ⇒ Vanguard Total International Bond ETF (BNDX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VTV Betterment Traditional IRA ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VUG Charles Schwab Investment Account ⇒ Vanguard Growth ETF (VUG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | 2023 | ||
VTV Betterment Retirement Account ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
TOST Merrill Investment Account ⇒ Toast, Inc. Class A (TOST) [ST]Stocks | $1,001 - $15,000 | 2023 | |||
- Merrill Investment Account ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
PD Merrill Investment Account ⇒ PagerDuty, Inc. (PD) [ST]Stocks | $1,001 - $15,000 | 2023 | |||
PCOR Merrill Investment Account ⇒ Procore Technologies, Inc. Common Stock (PCOR) [ST]Stocks | $1,001 - $15,000 | 2023 | |||
RKLB Alex Brown Raymond James brokerage ⇒ Rocket Lab USA, Inc. (RKLB) [ST]Stocks | $1,001 - $15,000 | 2023 | |||
- Bessemer Venture Associates VIII L.P. Fund [HE]Hedge Funds & Private Equity Funds (EIF) | $1,001 - $15,000 | $5,001 - $15,000 | Partnership income | 2023 | |
ITOT Betterment Retirement Account ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
AGG Betterment Retirement Account ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
EMB Betterment Retirement Account ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
- Betterment Retirement Account ⇒ iShares National Muni Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
IWN Betterment Retirement Account ⇒ iShares Russell 2000 Value ETF (IWN) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
- Betterment Retirement Account ⇒ iShares Russell Mid-cap Value ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
- Betterment Retirement Account ⇒ SPDR Nuveen Bloomberg Barclays Municipal Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
VEA Betterment Retirement Account ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
VWO Betterment Retirement Account ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
- Betterment Retirement Account ⇒ Vanguard Mid-Cap Value ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
- Betterment Traditional IRA ⇒ Vanguard Short-Term Inflation-Protected Securities Index Fund [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | 2023 | |||
- Charles Schwab Investment Account ⇒ SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $1,000,001 - $5,000,000 | SP | $15,001 - $50,000 | Dividends | 2022 |
- Charles Schwab Investment Account ⇒ SPDR S&P MIDCAP 400 ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | SP | $5,001 - $15,000 | Dividends | 2022 |
SPY Charles Schwab IRA ⇒ SPDR S&P 500 ETF (SPY) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
MDY Charles Schwab IRA ⇒ SPDR S&P MIDCAP 400 ETF (MDY) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Bank of America Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | 2022 | ||
ACVA Merrill Investment Account ⇒ ACV Auctions Inc. - Class A (ACVA) [ST]Stocks | $15,001 - $50,000 | 2022 | |||
- BVA Fund IX [HE]Hedge Funds & Private Equity Funds (EIF) | $15,001 - $50,000 | $5,001 - $15,000 | Partnership income | 2022 | |
VEA Betterment Traditional IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
VTI Betterment Traditional IRA ⇒ Vanguard Total Stock Market ETF (VTI) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
OKTA Alex Brown Raymond James brokerage ⇒ Okta, Inc. - Class A (OKTA) [ST]Stocks | $15,001 - $50,000 | 2022 | |||
IEFA Betterment Retirement Account ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2022 | |
IEMG Betterment Retirement Account ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2022 | |
SCHB Betterment Retirement Account ⇒ Schwab U.S. Broad Market ETF (SCHB) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2022 | |
BNDX Betterment Retirement Account ⇒ Vanguard Total International Bond ETF (BNDX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2022 | |||
VTI Betterment Retirement Account ⇒ Vanguard Total Stock Market ETF (VTI) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2022 | |||
VTV Betterment Retirement Account ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2022 | |
AGG Betterment Traditional IRA ⇒ iShares Core US Aggregate Bond ETF (AGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2022 | |||
EMB Betterment Traditional IRA ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VWO Betterment Traditional IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VOE Betterment Traditional IRA ⇒ Vanguard Mid-Cap Value ETF (VOE) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VBR Betterment Traditional IRA ⇒ Vanguard Small-Cap Value ETF (VBR) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
BND Betterment Traditional IRA ⇒ Vanguard Total Bond Market ETF (BND) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
BNDX Betterment Traditional IRA ⇒ Vanguard Total International Bond ETF (BNDX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VTV Betterment Traditional IRA ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- BVA Fund VIII [HE]Hedge Funds & Private Equity Funds (EIF) | $1,001 - $15,000 | 2022 | |||
TOST Merrill Investment Account ⇒ Toast, Inc. Class A (TOST) [ST]Stocks | $1,001 - $15,000 | 2022 | |||
RKLB Alex Brown Raymond James brokerage ⇒ Rocket Lab USA, Inc. (RKLB) [ST]Stocks | $1,001 - $15,000 | 2022 | |||
ITOT Betterment Retirement Account ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2022 | |||
AGG Betterment Retirement Account ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2022 | |||
EMB Betterment Retirement Account ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2022 | |||
MUB Betterment Retirement Account ⇒ iShares National Muni Bond ETF (MUB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2022 | |||
IWN Betterment Retirement Account ⇒ iShares Russell 2000 Value ETF (IWN) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2022 | |||
IWS Betterment Retirement Account ⇒ iShares Russell Mid-cap Value ETF (IWS) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2022 | |||
SCHF Betterment Retirement Account ⇒ Schwab International Equity ETF (SCHF) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2022 | |
VEA Betterment Retirement Account ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2022 | |||
VWO Betterment Retirement Account ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2022 | |||
VOE Betterment Retirement Account ⇒ Vanguard Mid-Cap Value ETF (VOE) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2022 | |||
VBR Betterment Retirement Account ⇒ Vanguard Small-Cap Value ETF (VBR) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2022 | |||
- Merrill Investment Account ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2022 | |||
PD Merrill Investment Account ⇒ PagerDuty, Inc. (PD) [ST]Stocks | $1,001 - $15,000 | 2022 | |||
TFI Betterment Retirement Account ⇒ SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | 2022 | |||
VTIP Betterment Traditional IRA ⇒ Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | 2022 | |||
VTIP Betterment Retirement Account ⇒ Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | 2022 | |||
- Charles Schwab Investment Account ⇒ SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $1,000,001 - $5,000,000 | SP | $100,001 - $1,000,000 | Capital Gains, Dividends | 2021 |
- Charles Schwab Investment Account ⇒ SPDR S&P MIDCAP 400 ETF [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | SP | $5,001 - $15,000 | Dividends | 2021 |
SPY Charles Schwab IRA ⇒ SPDR S&P 500 ETF (SPY) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
MDY Charles Schwab IRA ⇒ SPDR S&P MIDCAP 400 ETF (MDY) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Bank of America Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | 2021 | ||
- Merrill Investment Account ⇒ ACV Auctions Inc. [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2021 | |||
IEFA Betterment Retirement Account ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2021 | |
IEMG Betterment Retirement Account ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2021 | |
SCHF Betterment Retirement Account ⇒ Schwab International Equity ETF (SCHF) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2021 | |
OKTA Alex Brown Raymond James brokerage ⇒ Okta, Inc. - Class A (OKTA) [ST]Stocks | $15,001 - $50,000 | 2021 | |||
VEA Betterment Traditional IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
VTI Betterment Traditional IRA ⇒ Vanguard Total Stock Market ETF (VTI) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
SCHB Betterment Retirement Account ⇒ Schwab U.S. Broad Market ETF (SCHB) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2021 | |
- BVA Fund IX [HE]Hedge Funds & Private Equity Funds (EIF) | $15,001 - $50,000 | $15,001 - $50,000 | Partnership income | 2021 | |
AGG Betterment Traditional IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2021 | |||
EMB Betterment Traditional IRA ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
VWO Betterment Traditional IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
VOE Betterment Traditional IRA ⇒ Vanguard Mid-Cap Value ETF (VOE) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
VTIP Betterment Traditional IRA ⇒ Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2021 | |||
VBR Betterment Traditional IRA ⇒ Vanguard Small-Cap Value ETF (VBR) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
BND Betterment Traditional IRA ⇒ Vanguard Total Bond Market ETF (BND) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
BNDX Betterment Traditional IRA ⇒ Vanguard Total International Bond ETF (BNDX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
VTV Betterment Traditional IRA ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- BVA Fund VIII [HE]Hedge Funds & Private Equity Funds (EIF) | $1,001 - $15,000 | $5,001 - $15,000 | Partnership income | 2021 | |
- Merrill Investment Account ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2021 | |||
PD Merrill Investment Account ⇒ PagerDuty, Inc. (PD) [ST]Stocks | $1,001 - $15,000 | 2021 | |||
TOST Merrill Investment Account ⇒ Toast, Inc. Class A (TOST) [ST]Stocks | $1,001 - $15,000 | 2021 | |||
ITOT Betterment Retirement Account ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2021 | |||
AGG Betterment Retirement Account ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2021 | |||
EMB Betterment Retirement Account ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2021 | |||
MUB Betterment Retirement Account ⇒ iShares National Muni Bond ETF (MUB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2021 | |||
IWN Betterment Retirement Account ⇒ iShares Russell 2000 Value ETF (IWN) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2021 | |||
IWS Betterment Retirement Account ⇒ iShares Russell Mid-cap Value ETF (IWS) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2021 | |||
TFI Betterment Retirement Account ⇒ SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2021 | |||
VOE Betterment Retirement Account ⇒ Vanguard Mid-Cap Value ETF (VOE) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2021 | |||
VTIP Betterment Retirement Account ⇒ Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2021 | |||
VBR Betterment Retirement Account ⇒ Vanguard Small-Cap Value ETF (VBR) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2021 | |
BNDX Betterment Retirement Account ⇒ Vanguard Total International Bond ETF (BNDX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2021 | |||
VTI Betterment Retirement Account ⇒ Vanguard Total Stock Market ETF (VTI) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2021 | |||
VTV Betterment Retirement Account ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2021 | |
- Charles Schwab Investment account ⇒ SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $1,000,001 - $5,000,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2020 |
- Charles Schwab Investment account ⇒ SPDR S&P MIDCaP 400 ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | SP | $2,501 - $5,000 | Dividends | 2020 |
- Charles Schwab IRa ⇒ Bank sweep / cash [IH]IRA (Held in Cash) | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Bank of america Checking account [Ba]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | 2020 | ||
MDY Charles Schwab IRa ⇒ SPDR S&P MIDCaP 400 ETF (MDY) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
SPY Charles Schwab IRa ⇒ SPDR S&P 500 ETF (SPY) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
IEFa Betterment Retirement account ⇒ iShares Core MSCI EaFE ETF (IEFa) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2020 | |
- BVa Fund VIII [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | $2,501 - $5,000 | Partnership income | 2020 | |
- BVa Fund IX [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | $1,001 - $2,500 | Partnership income | 2020 | |
IEMG Betterment Retirement account ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2020 | |
SCHF Betterment Retirement account ⇒ Schwab International Equity ETF (SCHF) [ST] DividendsStocks | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2020 | |
SCHB Betterment Retirement account ⇒ Schwab U.S. Broad Market ETF (SCHB) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2020 | |
VTI Betterment Traditional IRa ⇒ Vanguard Total Stock Market ETF (VTI) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
VEa Betterment Traditional IRa ⇒ Vanguard FTSE Developed Markets ETF (VEa) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
SCHF Betterment Traditional IRa ⇒ Schwab International Equity ETF (SCHF) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
VWO Betterment Traditional IRa ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
VOE Betterment Traditional IRa ⇒ Vanguard Mid-Cap Value ETF (VOE) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
VBR Betterment Traditional IRa ⇒ Vanguard Small-Cap Value ETF (VBR) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
BND Betterment Traditional IRa ⇒ Vanguard Total Bond Market ETF (BND) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
BNDX Betterment Traditional IRa ⇒ Vanguard Total International Bond ETF (BNDX) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
VTV Betterment Traditional IRa ⇒ Vanguard Value ETF (VTV) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
EMB Betterment Traditional IRa ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Charles Schwab Investment account ⇒ Bank sweep / cash [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2020 | ||
- Merrill Investment account ⇒ Cash [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2020 | |||
ITOT Betterment Retirement account ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [ST]Stocks | $1,001 - $15,000 | 2020 | |||
aGG Betterment Retirement account ⇒ iShares Core U.S. aggregate Bond ETF (aGG) [ST]Stocks | $1,001 - $15,000 | 2020 | |||
EMB Betterment Retirement account ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [ST]Stocks | $1,001 - $15,000 | 2020 | |||
MUB Betterment Retirement account ⇒ iShares National Muni Bond ETF (MUB) [ST]Stocks | $1,001 - $15,000 | 2020 | |||
IWN Betterment Retirement account ⇒ iShares Russell 2000 Value ETF (IWN) [ST]Stocks | $1,001 - $15,000 | 2020 | |||
IWS Betterment Retirement account ⇒ iShares Russell Mid-cap Value ETF (IWS) [ST]Stocks | $1,001 - $15,000 | 2020 | |||
TFI Betterment Retirement account ⇒ SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) [ST]Stocks | $1,001 - $15,000 | 2020 | |||
VOE Betterment Retirement account ⇒ Vanguard Mid-Cap Value ETF (VOE) [ST]Stocks | $1,001 - $15,000 | 2020 | |||
VBR Betterment Retirement account ⇒ Vanguard Small-Cap Value ETF (VBR) [ST]Stocks | $1,001 - $15,000 | 2020 | |||
BNDX Betterment Retirement account ⇒ Vanguard Total International Bond ETF (BNDX) [ST]Stocks | $1,001 - $15,000 | 2020 | |||
VTI Betterment Retirement account ⇒ Vanguard Total Stock Market ETF (VTI) [ST]Stocks | $1,001 - $15,000 | 2020 | |||
PD Merrill Investment account ⇒ PagerDuty, Inc. (PD) [ST]Stocks | $1,001 - $15,000 | 2020 | |||
VTV Betterment Retirement account ⇒ Vanguard Value ETF (VTV) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2020 | |
- Charles Schwab Investment account ⇒ WELLS FaRGO INTERM TaX [MF]Mutual Funds | None | SP | $2,501 - $5,000 | Capital Gains, Interest | 2020 |
- Charles Schwab Investment account ⇒ SCHWaB US SMaLL CaP ETF [Ba]Bank Accounts, Money Market Accounts and CDs | None | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2020 |
- Charles Schwab Investment Account ⇒ SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $500,001 - $1,000,000 | SP | $15,001 - $50,000 | Dividends, Interest | 2019 |
- Charles Schwab Investment Account ⇒ SPDR S&P MIDCAP 400 ETF [EF]Exchange Traded Funds (ETF) | $250,001 - $500,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends, Interest | 2019 |
- Charles Schwab IRA ⇒ Bank Sweep Activity [IH]IRA (Held in Cash) | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
- Charles Schwab Investment Account ⇒ SCHWAB US SMALL CAP ETF [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends, Interest | 2019 |
- Charles Schwab Investment Account ⇒ LAUDUS INTERNATIONAL MAR [MF]Mutual Funds | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Interest | 2019 |
- BVA Fund IX [PS]Stock (Not Publicly Traded) | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains | 2019 | |
- Charles Schwab Investment Account ⇒ WELLS FARGO INTERM TAX [MF]Mutual Funds | $50,001 - $100,000 | SP | $1 - $200 | Interest | 2019 |
- Bank of America Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2019 |
SCHB Betterment Retirement Account ⇒ Schwab U.S. Broad Market ETF (SCHB) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2019 | |
VEA Betterment Traditional IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
VEA Betterment Retirement Account ⇒ Vanguard FTSE Developed Markets ETF (VEA) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2019 | |
VWO Betterment Retirement Account ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2019 | |
VTI Betterment Traditional IRA ⇒ Vanguard Total Stock Market ETF (VTI) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Charles Schwab IRA ⇒ SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
MDY Charles Schwab IRA ⇒ SPDR S&P MIDCAP 400 ETF (MDY) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
VBR Betterment Traditional IRA ⇒ Vanguard Small-Cap Value ETF (VBR) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
BND Betterment Traditional IRA ⇒ Vanguard Total Bond Market ETF (BND) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
BNDX Betterment Traditional IRA ⇒ Vanguard Total International Bond ETF (BNDX) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
VTV Betterment Traditional IRA ⇒ Vanguard Value ETF (VTV) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- BVA Fund VIII [PS]Stock (Not Publicly Traded) | $1,001 - $15,000 | Capital Gains | 2019 | ||
- Charles Schwab Investment Account ⇒ Bank Sweep [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2019 |
- Charles Schwab Investment Account ⇒ SPDR LONG TERM CORPORATE [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends, Interest | 2019 |
VOE Betterment Retirement Account ⇒ US MId-Cap Value (VOE) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
SCHF Betterment Retirement Account ⇒ Developed Markets (SCHF) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
AGG Betterment Retirement Account ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
MUB Betterment Retirement Account ⇒ iShares National Muni Bond ETF (MUB) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
SCHV Betterment Retirement Account ⇒ Schwab U.S. Large-Cap Value ETF (SCHV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
TFI Betterment Retirement Account ⇒ SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
VTV Betterment Retirement Account ⇒ US Large-Cap Value (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
- Betterment Retirement Account ⇒ US Small-Cap Value [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
VTI Betterment Retirement Account ⇒ US Total Stock Market (VTI) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
VWOB Betterment Retirement Account ⇒ Vanguard Emerging Markets Government Bond ETF (VWOB) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
VWO Betterment Retirement Account ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
BNDX Betterment Retirement Account ⇒ Vanguard Total International Bond ETF (BNDX) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
VTI Betterment Retirement Account ⇒ Vanguard Total Stock Market ETF (VTI) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2019 | |
EMB Betterment Traditional IRA ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
VOE Betterment Traditional IRA ⇒ Vanguard Mid-Cap Value ETF (VOE) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
VTIP Betterment Traditional IRA ⇒ Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) [ST]Stocks | $1 - $1,000 | Tax-Deferred | 2019 | ||
SCHE Betterment Traditional IRA ⇒ Schwab Emerging Markets Equity ETF (SCHE) [ST]Stocks | $1 - $1,000 | Tax-Deferred | 2019 | ||
IEFA Betterment Traditional IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) [ST]Stocks | $1 - $1,000 | Tax-Deferred | 2019 | ||
VTIP Betterment Retirement Account ⇒ Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) [ST]Stocks | $1 - $1,000 | $1 - $200 | Dividends | 2019 | |
EMB Betterment Retirement Account ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [ST]Stocks | $1 - $1,000 | $1 - $200 | Dividends | 2019 | |
IEMG Betterment Retirement Account ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | $1 - $200 | Dividends | 2019 | |
- Fidelity Checking and Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | $1 - $200 | Interest | 2019 |
AGG iShares Core U.S. Aggregate Bond ETF (AGG) [ST]Stocks | $1 - $1,000 | Tax-Deferred | 2019 |
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