—
Net Worth Est.
$6.27MTrade volume
$0Total trades
-----Last Traded
----Real Property
$6M
Exchange Traded Funds (ETF)
$244.51K
Bank Accounts, Money Market Accounts and CDs
$16K
IRA (Held in Cash)
$8K
Mutual Funds
$2K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Summit County rental property [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Summit County rental property [RP]Real Property | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Capital Gains | 2023 | |
- Summit County rental property [RP]Real Property | $1,000,001 - $5,000,000 | $5,001 - $15,000 | Rent | 2023 | |
- Morgan Stanley Traditional IRA ⇒ VANGUARD TOTAL BOND MARKET [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Morgan Stanley Traditional IRA ⇒ ISHARES RUSSELL 1000 GRW ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Morgan Stanley Traditional IRA ⇒ ISHARES CORE MSCI EAFE ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
BSV Morgan Stanley Traditional IRA ⇒ VANGUARD SHORT TERM BND (BSV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Morgan Stanley Traditional IRA ⇒ CASH, BANK DEPOSIT PROGRAM AND MONEY MARKET FUNDS [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Morgan Stanley Traditional IRA ⇒ ISHARES 20+ YR TREASU BOND ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Morgan Stanley Traditional IRA ⇒ ISHARES RUSSELL MIDCAP G ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Morgan Stanley Traditional IRA ⇒ ISHARES RUSSELL MIDCAP V ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
JPST Morgan Stanley Traditional IRA ⇒ JPMORGAN ULTRA-SHORT INCOME (JPST) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- FirstBank Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- Morgan Stanley Traditional IRA ⇒ ISHARES CORE MSCI EMERGING [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
IVV Morgan Stanley Traditional IRA ⇒ iShares Core S&P 500 ETF (IVV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- FirstBank Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- Morgan Stanley Traditional IRA ⇒ ISHARES RUSSELL 1000 VALUE ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Morgan Stanley Traditional IRA ⇒ ISHARES RUSSELL 2000 GRWTH ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Morgan Stanley Traditional IRA ⇒ ISHARES RUSSELL 2000 VALUE ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BPRAX Morgan Stanley Roth IRA ⇒ BlackRock Inflation Protected Bond Portfolio - Class A (BPRAX) [MF]Mutual Funds | $1 - $1,000 | 2023 | |||
PSHAX Morgan Stanley Roth IRA ⇒ PIMCO Fds Short-Term Cl A (PSHAX) [MF]Mutual Funds | $1 - $1,000 | 2023 | |||
BLDAX Morgan Stanley Roth IRA ⇒ BlackRock Low Duration Bond Portfolio - Class A (BLDAX) [MF]Mutual Funds | $1 - $1,000 | 2023 | |||
MWTRX Morgan Stanley Roth IRA ⇒ Metropolitan West Total Return Bond Fund (MWTRX) [MF]Mutual Funds | $1 - $1,000 | 2023 | |||
- Summit County property [RP]Real Property | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Rent | 2022 | |
BND Morgan Stanley Traditional IRA ⇒ VANGUARD TOTAL BOND MARKET (BND) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
IWF Morgan Stanley Traditional IRA ⇒ ISHARES RUSSELL 1000 GRW ETF (IWF) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
BSV Morgan Stanley Traditional IRA ⇒ VANGUARD SHORT TERM BND (BSV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
IWD Morgan Stanley Traditional IRA ⇒ ISHARES RUSSELL 1000 VALUE ETF (IWD) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
IEFA Morgan Stanley Traditional IRA ⇒ ISHARES CORE MSCI EAFE ETF (IEFA) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- FirstBank Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Interest | 2022 | ||
- Morgan Stanley Traditional IRA ⇒ CASH, BANK DEPOSIT PROGRAM AND MONEY MARKET FUNDS [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
TLT Morgan Stanley Traditional IRA ⇒ ISHARES 20+ YR TREASU BOND ETF (TLT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
IEMG Morgan Stanley Traditional IRA ⇒ ISHARES CORE MSCI EMERGING (IEMG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
IWO Morgan Stanley Traditional IRA ⇒ ISHARES RUSSELL 2000 GRWTH ETF (IWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
IWN Morgan Stanley Traditional IRA ⇒ ISHARES RUSSELL 2000 VALUE ETF (IWN) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
IWP Morgan Stanley Traditional IRA ⇒ ISHARES RUSSELL MIDCAP G ETF (IWP) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
IWS Morgan Stanley Traditional IRA ⇒ ISHARES RUSSELL MIDCAP V ETF (IWS) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
JPST Morgan Stanley Traditional IRA ⇒ JPMORGAN ULTRA-SHORT INCOME (JPST) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- FirstBank Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
MWTRX Morgan Stanley Roth IRA ⇒ METROPOLITAN WEST TOT RET BD M (MWTRX) [MF]Mutual Funds | $1 - $1,000 | 2022 | |||
PSHAX Morgan Stanley Roth IRA ⇒ PIMCO SHORT-TERM A (PSHAX) [MF]Mutual Funds | $1 - $1,000 | 2022 | |||
BPRAX Morgan Stanley Roth IRA ⇒ BLACKROCK INFLAT PROT BOND A (BPRAX) [MF]Mutual Funds | $1 - $1,000 | 2022 | |||
BLDAX Morgan Stanley Roth IRA ⇒ BLACKROCK LOW DUR BD INV A (BLDAX) [MF]Mutual Funds | $1 - $1,000 | 2022 | |||
- Morgan Stanley Roth IRA ⇒ Cash, BDP, MMFs [IH]IRA (Held in Cash) | $1 - $1,000 | 2022 | |||
- Morgan Stanley Personal Account [BA]Bank Accounts, Money Market Accounts and CDs | None | Interest | 2022 | ||
HFLCX Dependent child UTMA/CO ⇒ Hartford Floating Rate BD C (HFLCX) [MF]Mutual Funds | None | $1 - $200 | Dividends | 2022 | |
HFLAX Dependent child UTMA/CO ⇒ Hartford Floating Rate BD A (HFLAX) [MF]Mutual Funds | None | $1 - $200 | Dividends | 2022 | |
- Dependent child UTMA/CO ⇒ AMERICAN GR FD OF AMERICA A [MF]Mutual Funds | None | 2022 | |||
- Dependent Child UTMA/CO ⇒ AMERICAN GR FD OF AMERICA C [MF]Mutual Funds | None | 2022 | |||
- Dependent Child UTMA/CO ⇒ AMERICAN GR FD OF AMERICA A [MF]Mutual Funds | None | 2022 | |||
- Dependent Child UTMA/CO ⇒ AMERICAN BD FD OF AMERICA C [MF]Mutual Funds | None | $1 - $200 | Dividends | 2022 | |
- Morgan Stanley Traditional IRA ⇒ PIMCO ENHANCED SHRT MTRT EXC [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2022 | ||
- Dependent Child UTMA/CO ⇒ AMERICAN BD FD OF AMERICA A [MF]Mutual Funds | None | $1 - $200 | Dividends | 2022 | |
- Rental Property [RP]Real Property | $1,000,001 - $5,000,000 | JT | $15,001 - $50,000 | Rent | 2021 |
BSV VANGUARD SHORT TERM BND ⇒ VANGUARD SHORT TERM BND (BSV) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
BND VANGUARD TOTAL BOND MARKET ⇒ VANGUARD TOTAL BOND MARKET (BND) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
IEFA ISHARES CORE MSCI EAFE ETF ⇒ ISHARES CORE MSCI EAFE ETF (IEFA) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
AGTHX American GR FD of America A (AGTHX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
IWD ISHARES RUSSELL 1000 VALUE ETF ⇒ ISHARES RUSSELL 1000 VALUE ETF (IWD) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
IEMG ISHARES CORE MSCI EMERGING ⇒ ISHARES CORE MSCI EMERGING (IEMG) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
IWF ISHARES RUSSELL 1000 GRW ETF ⇒ ISHARES RUSSELL 1000 GRW ETF (IWF) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
IWP ISHARES RUSSELL MIDCAP G ETF ⇒ ISHARES RUSSELL MIDCAP G ETF (IWP) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
IWS ISHARES RUSSELL MIDCAP V ETF ⇒ ISHARES RUSSELL MIDCAP V ETF (IWS) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Morgan Stanley Bank N.A. [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Morgan Stanley Private Bank NA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2021 |
MINT PIMCO ENHANCED SHRT MTRT EXC ⇒ PIMCO ENHANCED SHRT MTRT EXC (MINT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
BFACX American BD FD of America C (BFACX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2021 |
GFACX American GR FD of America C (GFACX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains | 2021 |
- FirstBank Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2021 | ||
HFLAX Hartford Floating Rate BD A (HFLAX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
HFLCX Hartford Floating Rate BD C (HFLCX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
HYG ISHARES IBOXX HY COR BD ETF ⇒ ISHARES IBOXX HY COR BD ETF (HYG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
IWO ISHARES RUSSELL 2000 GRWTH ETF (IWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
IWN ISHARES RUSSELL 2000 VALUE ETF ⇒ ISHARES RUSSELL 2000 VALUE ETF (IWN) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
ABNFX American BD FD of America A (ABNFX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Roth IRA [MF]Mutual Funds | $1 - $1,000 | 2021 | |||
- Rental property [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2020 |
- Primary Residence in Aurora, CO [RP]Real Property | $500,001 - $1,000,000 | JT | 2020 | ||
- Home in Summit County, CO [RP]Real Property | $250,001 - $500,000 | JT | 2020 | ||
- CU Retirement through TIAA ⇒ BlackRock Equity Index J [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
IEFA ISHARES CORE MSCI EAFE ETF (IEFA) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
IEMG ISHARES CORE MSCI EMERGING (IEMG) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- CU Retirement through TIAA ⇒ BR MSCI ACWI exUS Idx M [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- CU Retirement through TIAA ⇒ BRF US Debt Ind M [OT]Other | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
DODGX CU Retirement through TIAA ⇒ Dodge & Cox Stock Fund (DODGX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
HACAX CU Retirement through TIAA ⇒ Harbor Capital Appr Inst (HACAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
JGSMX CU Retirement through TIAA ⇒ JPMorgan Sml Cp Growth R6 (JGSMX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
IWF ISHARES RUSSELL 1000 GRW ETF (IWF) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
IWD ISHARES RUSSELL 1000 VALUE ETF (IWD) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
MINT PIMCO ENHANCED SHRT MTRT EXC (MINT) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
BSV VANGUARD SHORT TERM BND (BSV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
BND VANGUARD TOTAL BOND MARKET (BND) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
HYG ISHARES IBOXX HY COR BD ETF (HYG) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- First Bank Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2020 | ||
AGTHX American GR FD of America A (AGTHX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
ABNFX American BD FD of America A (ABNFX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
BFACX American BD FD of America C (BFACX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
IWO ISHARES RUSSELL 2000 GRWTH ETF (IWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
IWN ISHARES RUSSELL 2000 VALUE ETF (IWN) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
IWP ISHARES RUSSELL MIDCAP G ETF (IWP) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
IWS ISHARES RUSSELL MIDCAP V ETF (IWS) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Morgan Stanley Private Bank NA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Interest | 2020 | |
HFLAX Hartford Floating Rate BD A (HFLAX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
HFLCX Hartford Floating Rate Fund C (HFLCX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
GFACX American GR FD of America C (GFACX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2020 |
- First Bank Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | Interest | 2020 | |
- Morgan Stanley Tax Deferred [MF]Mutual Funds | $1 - $1,000 | JT | 2020 | ||
- First Bank Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2020 |
- First Bank Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | Interest | 2020 | |
- Rental property [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2019 |
- CU Retirement through TIAA ⇒ sP Blackrock Equity Index Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
IWF IsHAREs RUssELL 1000 GRW ETF (IWF) [IH]IRA (Held in Cash) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
IEMG IsHAREs CORE MsCI EMERGING (IEMG) [IH]IRA (Held in Cash) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
HYG IsHAREs IBOXX HY COR BD ETF (HYG) [IH]IRA (Held in Cash) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
MINT PIMCO ENHANCED sHRT MTRT EXC (MINT) [IH]IRA (Held in Cash) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
BsV VANGUARD sHORT TERM BND (BsV) [IH]IRA (Held in Cash) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
BND VANGUARD TOTAL BOND MARKET (BND) [IH]IRA (Held in Cash) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- CU Retirement through TIAA ⇒ sP Blackrock MsCI ACWI es-Us Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- CU Retirement through TIAA ⇒ sP Blackrock Us Debt Index Fund M [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
HACAX CU Retirement through TIAA ⇒ sP Harbor Capital Appreciation Fund Institutional Class Fund (HACAX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- CU Retirement through TIAA ⇒ sP JP Morgan sml Cp Growth R6 [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- FirstBank of Colorado savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2019 |
IEFA IsAHREs CORE MsCI EAFE ETF (IEFA) [IH]IRA (Held in Cash) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
DODGX CU Retirement through TIAA ⇒ sP Dodge & Cox stock Fund (DODGX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- TsP I Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- TsP s Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
HFLAX Hartford Floating Rate BD A (HFLAX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
HFLCX Hartford Floating Rate Fund C (HFLCX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2019 |
ABNFX American BD FD of America A (ABNFX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
AGTHX American GR FD of America A (AGTHX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2019 |
IWs IsHAREs RUssELL MIDCAP V ETF (IWs) [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
IWN IsAHREs RUssELL 2000 VALUE ETF (IWN) [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
IWO IsHAREs RUssELL 2000 GRWTH ETF (IWO) [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
IWP IsHAREs RUssELL MIDCAP G ETF (IWP) [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Morgan stanley Private Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Morgan stanley Private Bank [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- TsP L2040 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
IWO IsHAREs RUssELL 1000 VALUE ETF (IWO) [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- TsP C Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- TsP F Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- TsP G Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- FirstBank of Colorado savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | $1 - $200 | Interest | 2019 |
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