—
Net Worth Est.
$2.49MTrade volume
$0Total trades
-----Last Traded
----Defined Benefit Pension
$925K
Bank Accounts, Money Market Accounts and CDs
$615K
Mutual Funds
$450.01K
Exchange Traded Funds (ETF)
$256.02K
Other
$130K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Washington State Teachers Retirement System Defined Benefit Plan [DB]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Washington State Teachers Retirement System Defined Benefit Plan [DB]Defined Benefit Pension | $500,001 - $1,000,000 | SP | 2023 | ||
- Key Bank accounts [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $1 - $200 | Interest | 2023 | |
- Tacoma Employees Retirement System Defined Benefit Plan [DB]Defined Benefit Pension | $100,001 - $250,000 | 2023 | |||
- Banner Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | 2023 | ||
RFDTX Seattle Metropolitan Chamber of Commerce 401(k) Plan ⇒ AF Trgt Date 2025 R6 (RFDTX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- New York Life Whole Life Insurance [WU]Whole/Universal Insurance | $50,001 - $100,000 | 2023 | |||
RFDTX Seattle Metropolitan Chamber of Commerce 401(k) Plan ⇒ AF Trgt Date 2025 R6 (RFDTX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
AIVSX Cetera Brokerage Account ⇒ American Investment Company of America Fund Class A (AIVSX) [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2023 | |
TCLFX TIAA State Board Retirement Plan ⇒ T-C Lifecycle 2025-Inst (TCLFX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Edward Jones Brokerage Account ⇒ Edward Jones Money Market Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2023 | |
- Lincoln Financial Group Variable Annuity ⇒ 6 Year Capital Strength Cap 20% Protect [OT]Other | $15,001 - $50,000 | 2023 | |||
- Lincoln Financial Group Variable Annuity ⇒ 6 Year S&P 500 Cap 20% Protection [OT]Other | $15,001 - $50,000 | 2023 | |||
- Lincoln Financial Group Variable Annuity ⇒ 6 Year Capital Strength Cap 20% Protect [OT]Other | $15,001 - $50,000 | 2023 | |||
- GESA Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2023 |
- New York Life Adjustable Life Insurance [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2023 | |||
- Lincoln Financial Group Variable Annuity ⇒ 6 Year S&P 500 Cap 20% Protection [OT]Other | $15,001 - $50,000 | 2023 | |||
TCLFX TIAA State Board Retirement Plan ⇒ T-C Lifecycle 2025-Inst (TCLFX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
VTV Edward Jones Brokerage Account ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
BBCPX Edward Jones IRA ⇒ Bridge Builder Core Plus Bond (BBCPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BBIEX Edward Jones IRA ⇒ Bridge Builder INTL Equity (BBIEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BBGLX Edward Jones IRA ⇒ Bridge Builder Large Growth (BBGLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BBVLX Edward Jones IRA ⇒ Bridge Builder Large Value (BBVLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BBGSX Edward Jones IRA ⇒ Bridge Builder Small/Mid Grw (BBGSX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BBVSX Edward Jones IRA ⇒ Bridge Builder Small/Mid Value (BBVSX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
DFISX Edward Jones IRA ⇒ Dfa INTL Small Company I (DFISX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
FIHLX Edward Jones IRA ⇒ Federated Instl HI-Yld BD R6 (FIHLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
FGTXX Edward Jones IRA ⇒ Goldman Fs Government I (FGTXX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
AGG Edward Jones IRA ⇒ iShares Core US Aggregate Bond (AGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
AGG Edward Jones IRA ⇒ iShares Core US Aggregate Bond (AGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
SCZ Edward Jones IRA ⇒ iShares MSCI EAFE Small Cap Et (SCZ) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
SCZ Edward Jones IRA ⇒ iShares MSCI EAFE Small Cap Et (SCZ) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VEA Edward Jones IRA ⇒ Vanguard FTSE Dev Mkts ETF (VEA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VEA Edward Jones IRA ⇒ Vanguard FTSE Dev Mkts ETF (VEA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VWO Edward Jones IRA ⇒ Vanguard FTSE Emerging Mkt ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VWO Edward Jones IRA ⇒ Vanguard FTSE Emerging Mkt ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VUG Edward Jones IRA ⇒ Vanguard Growth ETF (VUG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VUG Edward Jones IRA ⇒ Vanguard Growth ETF (VUG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VV Edward Jones IRA ⇒ Vanguard Large Cap ETF (VV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VV Edward Jones IRA ⇒ Vanguard Large Cap ETF (VV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VB Edward Jones IRA ⇒ Vanguard Small Cap ETF (VB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VTV Edward Jones IRA ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VTV Edward Jones IRA ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VB Edward Jones IRA ⇒ Vanguard Small Cap ETF (VB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BBCPX Edward Jones Brokerage Account ⇒ Bridge Builder Core Plus Bond (BBCPX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
BBIEX Edward Jones Brokerage Account ⇒ Bridge Builder INTL Equity (BBIEX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
BBGLX Edward Jones Brokerage Account ⇒ Bridge Builder Large Growth (BBGLX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2023 | |
BBGSX Edward Jones Brokerage Account ⇒ Bridge Builder Small/Mid Grw (BBGSX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
BBVSX Edward Jones Brokerage Account ⇒ Bridge Builder Small/Mid Value (BBVSX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2023 | |
DFISX Edward Jones Brokerage Account ⇒ Dfa INTL Small Company I (DFISX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2023 | |
FIHLX Edward Jones Brokerage Account ⇒ Federated Instl HI-Yld BD R6 (FIHLX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
FGTXX Edward Jones Brokerage Account ⇒ Goldman Fs Government I (FGTXX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
BBVLX Edward Jones Brokerage Account ⇒ Bridge Builder Large Value (BBVLX) [MF]Mutual Funds | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2023 | |
- Edward Jones Brokerage Account ⇒ iShares Core US Aggregate Bond [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
AGG Edward Jones Brokerage Account ⇒ iShares Core US Aggregate Bond (AGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
SCZ Edward Jones Brokerage Account ⇒ iShares MSCI EAFE Small Cap Et (SCZ) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
SCZ Edward Jones Brokerage Account ⇒ iShares MSCI EAFE Small Cap Et (SCZ) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Edward Jones Brokerage Account ⇒ JPM Emerging Markets Equity A [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Edward Jones Brokerage Account ⇒ Vanguard FTSE Dev Mkts ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
VEA Edward Jones Brokerage Account ⇒ Vanguard FTSE Dev Mkts ETF (VEA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
VWO Edward Jones Brokerage Account ⇒ Vanguard FTSE Emerging Mkt ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
VWO Edward Jones Brokerage Account ⇒ Vanguard FTSE Emerging Mkt ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
VUG Edward Jones Brokerage Account ⇒ Vanguard Growth ETF (VUG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
VUG Edward Jones Brokerage Account ⇒ Vanguard Growth ETF (VUG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
VV Edward Jones Brokerage Account ⇒ Vanguard Large Cap ETF (VV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
VV Edward Jones Brokerage Account ⇒ Vanguard Large Cap ETF (VV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
VB Edward Jones Brokerage Account ⇒ Vanguard Small Cap ETF (VB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
VB Edward Jones Brokerage Account ⇒ Vanguard Small Cap ETF (VB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
VTV Edward Jones Brokerage Account ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Standard Life Insurance [WU]Whole/Universal Insurance | $1,001 - $15,000 | SP | 2023 | ||
- Edward Jones IRA ⇒ JPM Emerging Markets Equity A [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
OAZIX Edward Jones IRA ⇒ Oakmark International R6 (OAZIX) [MF]Mutual Funds | None | Tax-Deferred | 2023 | ||
RWO Edward Jones IRA ⇒ SPDR Dj Global Real Estate ETF (RWO) [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2023 | ||
OAZIX Edward Jones Brokerage Account ⇒ Oakmark International R6 (OAZIX) [MF]Mutual Funds | None | 2023 | |||
RWO Edward Jones Brokerage Account ⇒ SPDR DJ Global Real Estate ETF (RWO) [EF]Exchange Traded Funds (ETF) | None | $201 - $1,000 | Capital Gains, Dividends | 2023 | |
- Washington State Teachers Retirement System Defined Benefit Plan [DB]Defined Benefit Pension | $500,001 - $1,000,000 | SP | 2022 | ||
- Key Bank accounts [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $1 - $200 | Interest | 2022 | |
- Tacoma Employees Retirement System Defined Benefit Plan [DB]Defined Benefit Pension | $100,001 - $250,000 | 2022 | |||
AIVSX Cetera Brokerage Account ⇒ American Investment Company of America Fund Class A (AIVSX) [MF]Mutual Funds | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2022 | |
- Banner Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | 2022 | ||
RFDTX Seattle Metropolitan Chamber of Commerce 401(k) Plan ⇒ AF Trgt Date 2025 R6 (RFDTX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- New York Life Whole Life Insurance [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2022 | |||
- GESA Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2022 |
- Lincoln Financial Group Variable Annuity ⇒ 6 Year Capital Strength Cap 20% Protect [OT]Other | $15,001 - $50,000 | 2022 | |||
- Lincoln Financial Group Variable Annuity ⇒ 6 Year S&P 500 Cap 20% Protection [OT]Other | $15,001 - $50,000 | 2022 | |||
- New York Life Adjustable Life Insurance [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2022 | |||
TCLFX TIAA State Board Retirement Plan ⇒ T-C Lifecycle 2025-Inst (TCLFX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
JFAMX Edward Jones Brokerage Account ⇒ JPM Emerging Markets Equity A (JFAMX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
VEA Edward Jones Brokerage Account ⇒ Vanguard FTSE Dev Mkts ETF (VEA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
VWO Edward Jones Brokerage Account ⇒ Vanguard FTSE Emerging Mkt ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
VUG Edward Jones Brokerage Account ⇒ Vanguard Growth ETF (VUG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
VV Edward Jones Brokerage Account ⇒ Vanguard Large Cap ETF (VV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
VB Edward Jones Brokerage Account ⇒ Vanguard Small Cap ETF (VB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
VTV Edward Jones Brokerage Account ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
BBCPX Edward Jones IRA ⇒ Bridge Builder Core Plus Bond (BBCPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
BBIEX Edward Jones IRA ⇒ Bridge Builder INTL Equity (BBIEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
BBGLX Edward Jones IRA ⇒ Bridge Builder Large Growth (BBGLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
BBVLX Edward Jones IRA ⇒ Bridge Builder Large Value (BBVLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
BBGSX Edward Jones IRA ⇒ Bridge Builder Small/Mid Grw (BBGSX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
BBVSX Edward Jones IRA ⇒ Bridge Builder Small/Mid Value (BBVSX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
DFISX Edward Jones IRA ⇒ Dfa INTL Small Company I (DFISX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
FIHLX Edward Jones IRA ⇒ Federated Instl HI-Yld BD R6 (FIHLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
FGTXX Edward Jones IRA ⇒ Goldman Fs Government I (FGTXX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
AGG Edward Jones IRA ⇒ iShares Core US Aggregate Bond (AGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
JFAMX Edward Jones IRA ⇒ JPM Emerging Markets Equity A (JFAMX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VEA Edward Jones IRA ⇒ Vanguard FTSE Dev Mkts ETF (VEA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VWO Edward Jones IRA ⇒ Vanguard FTSE Emerging Mkt ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VUG Edward Jones IRA ⇒ Vanguard Growth ETF (VUG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VV Edward Jones IRA ⇒ Vanguard Large Cap ETF (VV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VB Edward Jones IRA ⇒ Vanguard Small Cap ETF (VB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
VTV Edward Jones IRA ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
SCZ Edward Jones IRA ⇒ iShares MSCI EAFE Small Cap Et (SCZ) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
BBCPX Edward Jones Brokerage Account ⇒ Bridge Builder Core Plus Bond (BBCPX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2022 | |
BBIEX Edward Jones Brokerage Account ⇒ Bridge Builder INTL Equity (BBIEX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
BBGLX Edward Jones Brokerage Account ⇒ Bridge Builder Large Growth (BBGLX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
BBVLX Edward Jones Brokerage Account ⇒ Bridge Builder Large Value (BBVLX) [MF]Mutual Funds | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2022 | |
BBGSX Edward Jones Brokerage Account ⇒ Bridge Builder Small/Mid Grw (BBGSX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
BBVSX Edward Jones Brokerage Account ⇒ Bridge Builder Small/Mid Value (BBVSX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
DFISX Edward Jones Brokerage Account ⇒ Dfa INTL Small Company I (DFISX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2022 | |
FIHLX Edward Jones Brokerage Account ⇒ Federated Instl HI-Yld BD R6 (FIHLX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
FGTXX Edward Jones Brokerage Account ⇒ Goldman Fs Government I (FGTXX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
AGG Edward Jones Brokerage Account ⇒ iShares Core US Aggregate Bond (AGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
SCZ Edward Jones Brokerage Account ⇒ iShares MSCI EAFE Small Cap Et (SCZ) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Standard Life Insurance [WU]Whole/Universal Insurance | $1,001 - $15,000 | SP | 2022 | ||
OAZIX Edward Jones Brokerage Account ⇒ Oakmark International R6 (OAZIX) [MF]Mutual Funds | None | 2022 | |||
OAZIX Edward Jones IRA ⇒ Oakmark International R6 (OAZIX) [MF]Mutual Funds | None | Tax-Deferred | 2022 | ||
RWO Edward Jones Brokerage Account ⇒ SPDR DJ Global Real Estate ETF (RWO) [EF]Exchange Traded Funds (ETF) | None | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
RWO Edward Jones IRA ⇒ SPDR Dj Global Real Estate ETF (RWO) [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2022 | ||
- Washington State Teachers Retirement System Defined Benefit Plan [DB]Defined Benefit Pension | $500,001 - $1,000,000 | SP | 2021 | ||
- Tacoma Employee Retirement System [DB]Defined Benefit Pension | $100,001 - $250,000 | 2021 | |||
- Key Bank [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2021 | |
- Cetera Brokerage Account ⇒ Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2021 | |
RFDTX Seattle Metropolitan Chamber of Commerce 401(k) Plan ⇒ American Funds 2025 Target Date Retirement Fund® Class R-6 (RFDTX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- America's Credit Union Certificate of Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2021 | |
- Banner Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | 2021 | ||
- New York Life Adjustable Life Insurance [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2021 | |||
TCLFX TIAA State Board Retirement Plan ⇒ TIAA-CREF Lifecycle 2025 Fund Retirement Class (TCLFX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- New York Life Whole Life Insurance [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2021 | |||
- GESA Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2021 |
JEMWX Edward Jones Brokerage Account ⇒ JPMorgan Emerging Markets Equity Fund Class R6 (JEMWX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
OAKIX Edward Jones Brokerage Account ⇒ Oakmark International Fund Investor Class (OAKIX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
RWO Edward Jones Brokerage Account ⇒ SPDR Dow Jones Global Real Estate ETF (RWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
TGEPX Edward Jones Brokerage Account ⇒ TCW Emerging Markets Income Fund Class Plan P (TGEPX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
VEA Edward Jones Brokerage Account ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
VUG Edward Jones Brokerage Account ⇒ Vanguard Growth Index Fund ETF (VUG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
VV Edward Jones Brokerage Account ⇒ Vanguard Large Cap ETF (VV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
VB Edward Jones Brokerage Account ⇒ Vanguard Small Cap ETF (VB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
VTV Edward Jones Brokerage Account ⇒ Vanguard Value Index Fund ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
BBCPX Edward Jones IRA ⇒ Bridge Builder Core Plus Bond Fund (BBCPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
BBIEX Edward Jones IRA ⇒ Bridge Builder International Equity Fund (BBIEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
BBGLX Edward Jones IRA ⇒ Bridge Builder Large Cap Growth Fund (BBGLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
BBVLX Edward Jones IRA ⇒ Bridge Builder Large Cap Value Fund (BBVLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
BBGSX Edward Jones IRA ⇒ Bridge Builder Small/Mid Cap Growth Fund (BBGSX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
BBVSX Edward Jones IRA ⇒ Bridge Builder Small/Mid Cap Value Fund (BBVSX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
FIHLX Edward Jones IRA ⇒ Federated Hermes Institutional High Yield Bond Fund Class R6 (FIHLX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
AGG Edward Jones IRA ⇒ iShares Core US Aggregate Bond (AGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
OAKIX Edward Jones IRA ⇒ Oakmark International Fund Investor Class (OAKIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
TGEPX Edward Jones IRA ⇒ TCW Emerging Markets Income Fund Class Plan P (TGEPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
VEA Edward Jones IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
VUG Edward Jones IRA ⇒ Vanguard Growth Index Fund ETF (VUG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
VV Edward Jones IRA ⇒ Vanguard Large Cap ETF (VV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
VB Edward Jones IRA ⇒ Vanguard Small Cap ETF (VB) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
VTV Edward Jones IRA ⇒ Vanguard Value Index Fund ETF (VTV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Standard Life Insurance [WU]Whole/Universal Insurance | $1,001 - $15,000 | SP | 2021 | ||
AIVSX Cetera Brokerage Account ⇒ American Funds Investment Company of America® Class A Dividends (AIVSX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, | 2021 | |
BBCPX Edward Jones Brokerage Account ⇒ Bridge Builder Core Plus Bond Fund (BBCPX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
BBIEX Edward Jones Brokerage Account ⇒ Bridge Builder International Equity Fund (BBIEX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
BBGLX Edward Jones Brokerage Account ⇒ Bridge Builder Large Cap Growth Fund (BBGLX) [MF] DividendsMutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2021 | |
BBVLX Edward Jones Brokerage Account ⇒ Bridge Builder Large Cap Value Fund (BBVLX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
BBGSX Edward Jones Brokerage Account ⇒ Bridge Builder Small/Mid Cap Growth Fund (BBGSX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2021 | |
BBVSX Edward Jones Brokerage Account ⇒ Bridge Builder Small/Mid Cap Value Fund (BBVSX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
FIHLX Edward Jones Brokerage Account ⇒ Federated Hermes Institutional High Yield Bond Fund Class R6 (FIHLX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
AGG Edward Jones Brokerage Account ⇒ iShares Core US Aggregate Bond (AGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
JEMWX Edward Jones IRA ⇒ JPMorgan Emerging Markets Equity Fund Class R6 (JEMWX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
RWO Edward Jones IRA ⇒ SPDR Dow Jones Global Real Estate ETF (RWO) [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | Tax-Deferred | 2021 |
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