—
Net Worth Est.
$7.42MTrade volume
$0Total trades
-----Last Traded
----Bank Accounts, Money Market Accounts and CDs
$3.99M
Mutual Funds
$2.86M
IRA (Held in Cash)
$243.01K
Stocks
$207.5K
Other
$97.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![WELLS FARGO [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - WELLS FARGO [BA]Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | SP | $201 - $1,000 | Interest | 2019 |
- FIFTH THIRD BANK (FMR MB FINANCIAL) [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | $201 - $1,000 | Interest | 2019 | |
- VANGUARD 500 [MF]Mutual Funds | $500,001 - $1,000,000 | $5,001 - $15,000 | Dividends | 2019 | |
- 401K TARGET DATE 2035 FUND [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2019 | |
- 401K CORE EQUITY FUND [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2019 | |
- 401K MIDCAP INDEX FUND [MF]Mutual Funds | $250,001 - $500,000 | SP | Dividends | 2019 | |
- 401K MARSH & MCLENNAN STOCK FUND [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
MMC Marsh & McLennan Companies, Inc. (MMC) [ST]Stocks | $100,001 - $250,000 | SP | $1,001 - $2,500 | Dividends | 2019 |
- 401K FID FREEDOM 2035 FUND [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
- 401K INTERNATIONAL EQUITY FUND [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2019 | |
- ABERDEEN STD POLLADIUM [MF]Mutual Funds | $50,001 - $100,000 | SP | $201 - $1,000 | Capital Gains | 2019 |
- FNBC Bank & Trust [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2019 |
- METLIFE TCA MONEY MARKET ACCOUNT [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2019 |
- 401K FIDELITY PURITAN FUND [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- IRA Guggenhein Floating Rate Strategy [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- IRA VANGUARD 500 INDEX FUND [IH]IRA (Held in Cash) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- iSHARES PHLX SEMICONDUCTOR ETF [OT]Other | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- iShares US Aerospace & Defense [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- LOOMIS SAYLES GLOBAL ALLOCATION [OT]Other | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
MET MetLife, Inc. (MET) [ST]Stocks | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- NUVEEN SYMPHONY FIR [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2019 |
- RETIREMENT CREF STOCK [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- SCHWAB U.S. LARGE-CAP GROWTH [OT]Other | $15,001 - $50,000 | SP | Capital Gains, Dividends | 2019 | |
- TD FDIC Insured Deposit Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2019 |
- VAN ECK VECTORS FALLEN ANGEL ETF [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2019 |
- IRA Loomis Sayles Sen Floating Rate Y [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- IRA PIMCO FDS INCOME [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- 401K S&P 500 Index Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- 401K STABLE VALUE FUND [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- 401K UD BOND INDEX FUND [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- ARK Innovation ETF [MF]Mutual Funds | $15,001 - $50,000 | SP | $1 - $200 | Capital Gains, Dividends | 2019 |
- Delaware Healthcare Instl [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2019 |
CASH E-TRADE BANK DEPOSIT ACCOUNT (CASH) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2019 |
- 401K CVS HEALTH STOCK FUND [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- 401K FIDELITY CONTRAFUND [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- FIRST EAGLE GLOBAL [MF]Mutual Funds | $15,001 - $50,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2019 |
- INVESCO (POWERSHARES) QQQ Trust [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- IRA Alpha CentrIc Income [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- IRA EATON VANCE FLOATING RATE [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- VANGUARD REALESTATE ETF [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- Virtus KAR Small Cap Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains | 2019 |
- Guggenheim Floating Rate Strategy [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2019 |
- RETIREMENT CREF EQUITY INDEX [HE]Hedge Funds & Private Equity Funds (EIF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- IRA Leuthold Core [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- 4 Ever Life Insurance GUL Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | SP | 2019 | ||
- IRA Ameriserve Account [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- IRA Loomis Sayles Global Alloction Y [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- UBS Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Dividends, Interest | 2019 |
- RETIREMENT TIAA TRADITIONAL [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- IRA ISHARES GOLD TRUST [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- RETIREMENT CREF GROWTH [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- IRA TD FDIC INSURED DEPOSIT ACCOUNT [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- RETIREMENT CREF BOND MARKET [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- ISHARES GOLD TRUST [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains | 2019 |
- BRIGHTHOUSE FINANCIAL INC. [MF]Mutual Funds | $1,001 - $15,000 | SP | 2019 | ||
- CVS Health Corporation [MF]Mutual Funds | $1 - $1,000 | SP | Dividends | 2019 | |
- 401K CVS Health Common Stock Fund [MF]Mutual Funds | None | SP | Tax-Deferred | 2019 | |
- IRA ISHARES TRUST [IH]IRA (Held in Cash) | None | SP | Tax-Deferred | 2019 | |
- LEUTHOLD CORE [MF]Mutual Funds | None | SP | Dividends, CAPITAL LOSS | 2019 | |
- 401K S&P Midcap Index Fund [MF]Mutual Funds | None | SP | Tax-Deferred | 2019 | |
- Loomis Sayles Sen. Floating Rate-Y [MF]Mutual Funds | None | SP | Dividends, CAPITAL LOSS | 2019 | |
- IRA (INVESCO POWERSHARES) QQQ ETF [IH]IRA (Held in Cash) | None | SP | Tax-Deferred | 2019 | |
- 401K Target Retirement 2035 Fund [MF]Mutual Funds | None | SP | Tax-Deferred | 2019 | |
- IRA Deer Park Total Return [IH]IRA (Held in Cash) | None | SP | Tax-Deferred | 2019 | |
- 401K Stable Value Option [MF]Mutual Funds | None | SP | Tax-Deferred | 2019 | |
- Guggenheim Macro Opp. [IH]IRA (Held in Cash) | None | SP | Dividends, Capital Loss | 2019 | |
- IRA GUGGENHEIM MACRO OPP [IH]IRA (Held in Cash) | None | SP | Tax-Deferred | 2019 | |
- 401K Intl Developed Mkt Index Fund [MF]Mutual Funds | None | SP | Tax-Deferred | 2019 | |
- 401K FIXED INCOME BALANCED RISK Fd [MF]Mutual Funds | None | SP | Tax-Deferred | 2019 | |
- ISHARES TRUST 20YR [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2019 |
- MB FINANCIAL [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | $201 - $1,000 | Interest | 2018 | |
- WELLS FARGO [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | SP | $201 - $1,000 | Interest | 2018 |
- VANGUARD 500 [MF]Mutual Funds | $250,001 - $500,000 | $5,001 - $15,000 | Dividends | 2018 | |
- 401K S&P Midcap Index Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2018 | |
- 401K Target Retirement 2035 Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2018 | |
- 401K S&P 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2018 | |
MMC Marsh & McLennan Companies, Inc. (MMC) [ST]Stocks | $100,001 - $250,000 | SP | $1,001 - $2,500 | Dividends | 2018 |
- 401K MARSH & MCLENNAN STOCK FUND [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2018 | |
- 401K FIDELITY PURITAN FUND [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
- TD FDIC Insured Deposit Account [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $1 - $200 | Interest | 2018 |
- METLIFE TCA MONEY MARKET ACCOUNT [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2018 |
- RETIREMENT CREF STOCK [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- 401K FIDELITY CONTRAFUND [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- Virtus KAR Small Cap Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains | 2018 |
- 401K FID FREEDOM 2035 FUND [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Delaware Healthcare Instl [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2018 |
CASH E-TRADE BANK DEPOSIT ACCOUNT (CASH) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | 2018 | ||
- FIRST EAGLE GLOBAL [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- FNBC Bank & Trust [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2018 |
- Guggenheim Macro Opp. [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2018 |
- INVESCO (POWERSHARES) QQQ Trust [MF]Mutual Funds | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2018 |
- IRA Alpha CentrIc Income [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- IRA Deer Park Total Return [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- IRA Loomis Sayles Sen Floating Rate Y [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- IRA VANGUARD 500 INDEX FUND [IH]IRA (Held in Cash) | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- iSHARES PHLX SEMICONDUCTOR ETF [OT]Other | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2018 |
- iShares US Aerospace & Defense [MF]Mutual Funds | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2018 |
- LEUTHOLD CORE [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2018 |
- LOOMIS SAYLES GLOBAL ALLOCATION [OT]Other | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- Loomis Sayles Sen. Floating Rate-Y [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2018 |
MET MetLife, Inc. (MET) [ST]Stocks | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2018 |
- SCHWAB U.S. LARGE-CAP GROWTH [OT]Other | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2018 |
- 401K CVS Health Common Stock Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- ARK Innovation ETF [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2018 |
- 401K Stable Value Option [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- 401K Intl Developed Mkt Index Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- 401K FIXED INCOME BALANCED RISK Fd [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- IRA Ameriserve Account [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- BRIGHTHOUSE FINANCIAL INC. [MF]Mutual Funds | $1,001 - $15,000 | SP | 2018 | ||
- IRA Leuthold Core [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- CVS Health Corporation [MF]Mutual Funds | $1,001 - $15,000 | SP | 2018 | ||
- RETIREMENT CREF BOND MARKET [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- IRA TD FDIC INSURED DEPOSIT ACCOUNT [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- RETIREMENT CREF EQUITY INDEX [HE]Hedge Funds & Private Equity Funds (EIF) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- RETIREMENT CREF GROWTH [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Guggenheim Floating Rate Strategy [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2018 |
- RETIREMENT TIAA TRADITIONAL [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- IRA Loomis Sayles Global Alloction Y [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- IRA EATON VANCE FLOATING RATE [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- IRA GUGGENHEIM MACRO OPP [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- IRA (INVESCO POWERSHARES) QQQ ETF [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- IRA Guggenhein Floating Rate Strategy [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- UBS Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2018 | ||
- 4 Ever Life Insurance GUL Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | SP | 2018 | ||
- PIMCO INCOME - INST'L [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2018 |
- IRA POWERSHARES (GUGGENHEIM) EQUAL WEIGHT UTILITIES [IH]IRA (Held in Cash) | None | SP | Tax-Deferred | 2018 | |
- IRA PRINCIPAL REAL ESTATE SECURITIES [IH]IRA (Held in Cash) | None | SP | Tax-Deferred | 2018 | |
- IRA SPDR S&P REGIONAL BANKING [IH]IRA (Held in Cash) | None | SP | Tax-Deferred | 2018 | |
- Powershares (Guggenheim) Eq. Wgt. Cons. Staple [MF]Mutual Funds | None | SP | $1 - $200 | Capital Gains | 2018 |
- Principal Real Estate Securities [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains | 2018 |
- AQR LONG-SHORT EQUITY [OT]Other | None | SP | 2018 | ||
- 401K AETNA INC, COMMON STOCK [MF]Mutual Funds | None | SP | Tax-Deferred | 2018 | |
- Columbia Balanced Fund-R5 [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2018 |
- J. HANCOCK DISC VAL. MID CAP [OT]Other | None | SP | $201 - $1,000 | Capital Gains | 2018 |
- Amplify Online Retail ETF [MF]Mutual Funds | None | SP | Capital Loss | 2018 | |
- VAN ECK VECTORS FALLEN ANGEL ETF [MF]Mutual Funds | None | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- IRA Columbia Balanced Fund-R5 [IH]IRA (Held in Cash) | None | SP | Tax-Deferred | 2018 | |
AET Aetna Inc. (AET) [ST]Stocks | None | SP | $15,001 - $50,000 | Capital Gains | 2018 |
- IRA (INVESCO POWERSHARES) S&P500 LO.VOL [IH]IRA (Held in Cash) | None | SP | Tax-Deferred | 2018 | |
- WISDOMTREE EUROPE HEDGED EQUITY [OT]Other | None | SP | $201 - $1,000 | Capital Gains | 2018 |
- INVESCO (POWERSHARES) S&P500 LO.VOL. FUND [MF]Mutual Funds | None | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- Invesco S&P Small Cap Growth Core [MF]Mutual Funds | None | SP | Dividends, Capital Loss | 2018 | |
- SPDR S&P REGIONAL BANKING ETF [OT]Other | None | SP | Dividends, CAPITAL LOSS | 2018 | |
- T. Rowe Price Real Estate [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains | 2018 |
- IRA DOUBLE LINE TOTAL RETURN - INST'L [IH]IRA (Held in Cash) | None | SP | Tax-Deferred | 2018 | |
- VANGUARD 500 [MF]Mutual Funds | $500,001 - $1,000,000 | $5,001 - $15,000 | Dividends | 2017 | |
- WELLS FARGO [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | SP | $201 - $1,000 | Interest | 2017 |
- 401K S&P Midcap Index Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2017 | |
- MB FINANCIAL [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $201 - $1,000 | Interest | 2017 | |
MMC Marsh & McLennan Companies, Inc. (MMC) [ST]Stocks | $100,001 - $250,000 | SP | $1,001 - $2,500 | Dividends | 2017 |
- 401K Target Retirement 2035 Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
- 401K S&P 500 Index Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
- 401K FIDELITY PURITAN FUND [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- METLIFE TCA MONEY MARKET ACCOUNT [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2017 |
- 401K MARSH & MCLENNAN STOCK FUND [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
- 401K AETNA INC, COMMON STOCK [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
AET Aetna Inc. (AET) [ST]Stocks | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
- AQR LONG-SHORT EQUITY [OT]Other | $15,001 - $50,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2017 |
- TD BANK USA [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2017 |
- LEUTHOLD CORE [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
- Delaware Healthcare Instl [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
- FIRST EAGLE GLOBAL [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- J. HANCOCK DISC VAL. MID CAP [OT]Other | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- RETIREMENT CREF STOCK [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- FNBC Bank & Trust [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2017 |
- 401K FID FREEDOM 2035 FUND [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Guggenheim Macro Opp. [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
- 401K FIDELITY CONTRAFUND [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- IRA DOUBLE LINE TOTAL RETURN - INST'L [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- 401K FIXED INCOME BALANCED RISK Fd [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- 401K Intl Developed Mkt Index Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- IRA Loomis Sayles Sen Floating Rate Y [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- IRA POWERSHARES (GUGGENHEIM) EQUAL WEIGHT UTILITIES [IH]IRA (Held in Cash) | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- 401K Stable Value Option [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- LOOMIS SAYLES GLOBAL ALLOCATION [OT]Other | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2017 |
- IRA VANGUARD 500 INDEX FUND [IH]IRA (Held in Cash) | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
MET MetLife, Inc. (MET) [ST]Stocks | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
- SCHWAB U.S. LARGE-CAP GROWTH [OT]Other | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2017 |
- PIMCO INCOME - INST'L [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2017 |
- VAN ECK VECTORS FALLEN ANGEL ETF [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- POWERSHARES S&P500 LO.VOL. FUND [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
- IRA POWERSHARES QQQ ETF [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- IRA POWERSHARES S&P500 LO.VOL [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- BRIGHTHOUSE FINANCIAL INC. (DISTRIBUTION) [MF]Mutual Funds | $1,001 - $15,000 | SP | 2017 | ||
- Columbia Balanced Fund-R5 [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2017 |
CASH E-TRADE BANK DEPOSIT ACCOUNT (CASH) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2017 | ||
- Guggenheim Floating Rate Strategy [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2017 |
- IRA Columbia Balanced Fund-R5 [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- IRA EATON VANCE FLOATING RATE [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- IRA GUGGENHEIM MACRO OPP [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- IRA Guggenhein Floating Rate Strategy [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- IRA PRINCIPAL REAL ESTATE SECURITIES [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- IRA TD FDIC INSURED DEPOSIT ACCOUNT [IH]IRA (Held in Cash) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Loomis Sayles Sen. Floating Rate-Y [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2017 |
- POWERSHARES QQQ ETF [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- Principal Real Estate Securities [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2017 |
- RETIREMENT CREF BOND MARKET [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- RETIREMENT CREF EQUITY INDEX [HE]Hedge Funds & Private Equity Funds (EIF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- T. Rowe Price Real Estate [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2017 |
- WISDOMTREE EUROPE HEDGED EQUITY [OT]Other | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- RETIREMENT TIAA TRADITIONAL [IH]IRA (Held in Cash) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- RETIREMENT CREF GROWTH [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- iSHARES PHLX SEMICONDUCTOR ETF [OT]Other | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
- LOCORR LONG/SHORT COMM STRAT-I [MF]Mutual Funds | None | SP | CAPITAL LOSS | 2017 | |
- IRA SPDR S&P REGIONAL BANKING [IH]IRA (Held in Cash) | None | SP | Tax-Deferred | 2017 | |
- POWERSHARES S&P HIGH DIV. LOW VOL. [OT]Other | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2017 |
- POWERSHARES S&P500 HIGH BETA ETF [OT]Other | None | SP | Dividends, CAPITAL LOSS | 2017 | |
- Powershares (Guggenheim) Eq. Wgt. Cons. Staple [MF]Mutual Funds | None | SP | $1 - $200 | Capital Gains | 2017 |
- AQR MANAGED FUTURES-INST'L [MF]Mutual Funds | None | SP | Capital Loss | 2017 | |
- VANGUARD TELECOMMUNICATIONS [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2017 |
- JOHCM INTERNATIONAL SELECT [MF]Mutual Funds | None | SP | 2017 | ||
- BBH CORE SELECT [MF]Mutual Funds | None | SP | 2017 | ||
- NATIXIS ASG MANAGED FUTURES-Y [MF]Mutual Funds | None | SP | CAPITAL LOSS | 2017 | |
- SPDR RUSSELL 2000 ETF [OT]Other | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2017 |
- SPDR S&P REGIONAL BANKING ETF [OT]Other | None | SP | Dividends, CAPITAL LOSS | 2017 | |
- IRA DOUBLELINE TOTAL RETURN - N [IH]IRA (Held in Cash) | None | SP | Tax-Deferred | 2017 | |
- WELLS FARGO | $500,001 - $1,000,000 | SP | $201 - $1,000 | Interest | 2016 |
- VANGUARD 500 | $250,001 - $500,000 | $5,001 - $15,000 | Dividends | 2016 | |
- MB FINANCIAL | $250,001 - $500,000 | $201 - $1,000 | Interest | 2016 | |
- 401K S&P Midcap Index Fund | $250,001 - $500,000 | SP | Tax-Deferred | 2016 | |
- 401K S&P 500 Index Fund | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- 401K Target Retirement 2035 Fund | $100,001 - $250,000 | SP | Tax-Deferred | 2016 | |
- 401K AETNA INC, COMMON STOCK | $50,001 - $100,000 | SP | Tax-Deferred | 2016 | |
- METLIFE TCA MONEY MARKET ACCOUNT | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2016 |
- TD BANK USA | $50,001 - $100,000 | SP | $1 - $200 | Interest | 2016 |
- 401K FIDELITY PURITAN FUND | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- 401K MARSH & MCLENNAN STOCK FUND | $50,001 - $100,000 | SP | Tax-Deferred | 2016 | |
MMC Marsh & McLennan Companies, Inc. (MMC) | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2016 |
- LEUTHOLD CORE | $15,001 - $50,000 | SP | $2,501 - $5,000 | Capital Gains | 2016 |
- LOCORR LONG/SHORT COMM STRAT-I | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2016 |
MET MetLife, Inc. (MET) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2016 |
- Guggenheim Macro Opp. | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2016 |
- FNBC Bank & Trust | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2016 |
- NATIXIS ASG MANAGED FUTURES-Y | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2016 |
- VAN ECK VECTORS FALLEN ANGEL ETF | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2016 |
- VANGUARD TELECOMMUNICATIONS | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2016 |
- PIMCO INCOME - INST'L | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2016 |
- POWERSHARES S&P500 LO.VOL. FUND | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2016 |
- RETIREMENT CREF STOCK | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- 401K FIDELITY CONTRAFUND | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- 401K FIXED INCOME BALANCED RISK Fd | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- 401K Intl Developed Mkt Index Fund | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- 401K Stable Value Option | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
AET Aetna Inc. (AET) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2016 |
- AQR MANAGED FUTURES-INST'L | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2016 |
- BBH CORE SELECT | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2016 |
- FIRST EAGLE GLOBAL | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2016 |
- IRA GUGGENHEIM EQUAL WEIGHT UTILITIES | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- IRA Loomis Sayles Sen Floating Rate Y | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- IRA VANGUARD 500 INDEX FUND | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- IRA GUGGENHEIM MACRO OPP | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Delaware Healthcare Instl | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
- RETIREMENT CREF BOND MARKET | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- RETIREMENT CREF EQUITY INDEX | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
CASH E-TRADE BANK DEPOSIT ACCOUNT (CASH) | $1,001 - $15,000 | SP | 2016 | ||
- RETIREMENT TIAA TRADITIONAL | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- IRA DOUBLE LINE TOTAL RETURN - INST'L | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- IRA Columbia Balanced Fund-R5 | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- IRA PRINCIPAL REAL ESTATE SECURITIES | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- IRA TD BANK USA | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- JOHCM INTERNATIONAL SELECT | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
- T. Rowe Price Real Estate | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
- Loomis Sayels Sen. Floating Rate-Y | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
- IRA POWERSHARES S&P500 LO.VOL | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- IRA Guggenhein Floating Rate Strategy | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- Guggenheim Eq. Wgt. Cons. Staple | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
- Guggenheim Floating Rate Strategy | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
- RETIREMENT CREF GROWTH | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Principal Real Estate Securities | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
- IRA DOUBLELINE TOTAL RETURN - N | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- IRONCLAD MANAGED RISK | None | SP | 2016 | ||
- IRA IRONCLAD MANAGED RISK | None | SP | Tax-Deferred | 2016 | |
- VAN ECK VECTORS GOLD MINERS | None | SP | 2016 | ||
- Forward Credit Analysis Long/Short | None | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- 401K US Bond Index fund | None | SP | Tax-Deferred | 2016 | |
- CALDWELL & ORKIN MARKET OPP FUND | None | SP | $2,501 - $5,000 | Capital Gains | 2016 |
- IRA COHEN & STEERS PREF | None | SP | Tax-Deferred | 2016 | |
- T. Rowe Price Health Sciences | None | SP | 2016 | ||
- COHEN & STEERS PREF SEC INC.-1 | None | SP | $1 - $200 | Dividends | 2016 |
- Columbia Balanced Fund-R5 | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2016 |
- IRA ANGEL OAK MULTI STRAT INCOME | None | SP | Tax-Deferred | 2016 | |
- J. Hancock Disc. Val. Mid Cap | None | SP | 2016 | ||
- 361 Managed Futures Strat | None | SP | 2016 | ||
- WELLS FARGO | $500,001 - $1,000,000 | SP | $201 - $1,000 | Interest | 2015 |
- VANGUARD 500 | $250,001 - $500,000 | $5,001 - $15,000 | Dividends | 2015 | |
- 401K S&P Midcap Index Fund | $250,001 - $500,000 | SP | Tax-Deferred | 2015 | |
- MB FINANCIAL | $250,001 - $500,000 | $201 - $1,000 | Interest | 2015 | |
- 401K Target Retirement 2035 Fund | $100,001 - $250,000 | SP | Tax-Deferred | 2015 | |
- 401K S&P 500 Index Fund | $100,001 - $250,000 | SP | Tax-Deferred | 2015 | |
MMC Marsh & McLennan Companies, Inc. (MMC) | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2015 |
- 401K FIDELITY PURITAN FUND | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- FNBC Bank & Trust | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2015 |
- 401K AETNA INC, COMMON STOCK | $50,001 - $100,000 | SP | Tax-Deferred | 2015 | |
- TD BANK USA | $50,001 - $100,000 | SP | $1 - $200 | Interest | 2015 |
- METLIFE TCA MONEY MARKET ACCOUNT | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2015 |
- IRA Loomis Sayles Gen Floating Rate Y | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
- 401K Stable Value Option | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
- 401K US Bond Index fund | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
AET Aetna Inc. (AET) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2015 |
- LEUTHOLD CORE | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- 361 Managed Futures Strat | $15,001 - $50,000 | SP | 2015 | ||
- 401K FIDELITY CONTRAFUND | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- 401K Intl Developed Mkt Index Fund | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
- 401K MARSH & MCLENNAN STOCK FUND | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
MET MetLife, Inc. (MET) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2015 |
- BBH CORE SELECT | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- CALDWELL & ORKIN MARKET OPP FUND | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains | 2015 |
- FIRST EAGLE GLOBAL | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2015 |
- Forward Credit Analysis Long/Short | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2015 |
- IRA ANGEL OAK MULTI STRAT INCOME | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
- IRA Guggenhein Floating Rate Strategy | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
- J. Hancock Disc. Val. Mid Cap | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- T. Rowe Price Health Sciences | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains | 2015 |
- Guggenheim Macro Opp. | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- RETIREMENT TIAA TRADITIONAL | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- RETIREMENT CREF GROWTH | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- RETIREMENT CREF STOCK | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- COHEN & STEERS PREF SEC INC.-1 | $1,001 - $15,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- Columbia Balanced Fund-RS | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2015 |
- Delaware Healthcare Instl | $1,001 - $15,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
CASH E-TRADE BANK DEPOSIT ACCOUNT (CASH) | $1,001 - $15,000 | SP | 2015 | ||
- T. Rowe Price Real Estate | $1,001 - $15,000 | SP | Dividends, Capital Loss | 2015 | |
- IRA COHEN & STEERS PREF | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- IRA Columbia Balanced Fund-RS | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- IRA DOUBLELINE TOTAL RETURN - N | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- IRA GUGGENHEIM MACRO OPP | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- RETIREMENT CREF EQUITY INDEX | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- IRA IRONCLAD MANAGED RISK | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- RETIREMENT CREF BOND MARKET | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Loomis Sayels Sen. Floating Rate-Y | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2015 |
- IRA TD BANK USA | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- IRA VANGUARD 500 INDEX FUND | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- IRONCLAD MANAGED RISK | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains | 2015 |
- Principal Real Estate Securities | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2015 |
- Guggenheim Floating Rate Strategy | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2015 |
- Emerald Growth-Inst'l | None | SP | Capital Loss | 2015 | |
- Eventide Gilead-Inst'l | None | SP | Capital Loss | 2015 | |
- INVESCO BALANCED - RISK ALLOCATION - Y | None | SP | Capital Loss | 2015 | |
- PIMCO ALL ASSET ALL AUTHORITY INSTL | None | SP | Dividends, CAPITAL LOSS | 2015 | |
- IRA PIMCO ALL ASSET ALL AUTHORITY | None | SP | Tax-Deferred | 2015 | |
- JOHCM International Select | None | SP | Capital Loss | 2015 | |
- METROPOLITAN WEST TOTAL RETURN | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2015 |
- AMG Yacktman | None | SP | Capital Loss | 2015 | |
- VANGUARD 500 | $250,001 - $500,000 | $5,001 - $15,000 | Dividends | 2014 | |
- MB FINANCIAL | $250,001 - $500,000 | $201 - $1,000 | Interest | 2014 | |
- WELLS FARGO | $250,001 - $500,000 | SP | $201 - $1,000 | Interest | 2014 |
- 401K S&P Midcap Index Fund | $250,001 - $500,000 | SP | Tax-Deferred | 2014 | |
- 401K S&P 500 Index Fund | $100,001 - $250,000 | SP | Tax-Deferred | 2014 | |
- 401K Target Retirement 2035 Fund | $100,001 - $250,000 | SP | Tax-Deferred | 2014 | |
- TD BANK USA | $50,001 - $100,000 | SP | $1 - $200 | Interest | 2014 |
MMC Marsh & McLennan Companies, Inc. (MMC) | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2014 |
- 401K FIDELITY PURITAN FUND | $50,001 - $100,000 | Tax-Deferred | 2014 | ||
- FIRST NATIONAL BANK OF LAGRANGE | $50,001 - $100,000 | JT | 2014 | ||
- METLIFE TCA MONEY MARKET ACCOUNT | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2014 |
- CALDWELL & ORKIN MARKETT OPP FUND | $15,001 - $50,000 | SP | 2014 | ||
- COHEN & STEERS PREF SEC INC.-1 | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2014 |
- FIRST EAGLE GLOBAL | $15,001 - $50,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2014 |
- INVESCO BALANCED - RISK ALLOCATION - Y | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2014 |
- IRA DOUBLELINE TOTAL RETURN - N | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- IRA GUGGENHEIM MACRO OPP | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2014 |
- IRA Loomis Sayles Gen Floating Rate Y | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- 361 Managed Futures Strat | $15,001 - $50,000 | SP | 2014 | ||
- LEUTHOLD CORE | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2014 |
- MAINSTAY MARKET FIELD | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2014 |
MET MetLife, Inc. (MET) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2014 |
- METROPOLITAN WEST TOTAL RETURN | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2014 |
- PIMCO ALL ASSET ALL AUTHORITY INSTL | $15,001 - $50,000 | SP | Dividends, CAPITAL LOSS | 2014 | |
- IRA ANGEL OAK MULTI STRAT INCOME | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- IRA TD BANK USA | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- 401K AETNA INC, COMMON STOCK | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- 401K FIDELITY CONTRAFUND | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
- 401K Intl Developed Mkt Index Fund | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- 401K MARSH & MCLENNAN STOCK FUND | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- 401K Stable Value Option | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- 401K US Bond Index fund | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
AET Aetna Inc. (AET) | $15,001 - $50,000 | SP | 2014 | ||
- BBH CORE SELECT | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2014 |
- T. Rowe Price Real Estate | $15,001 - $50,000 | SP | 2014 | ||
- IRA VANGUARD 500 INDEX FUND | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- IRONCLAD MANAGED RISK | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains | 2014 |
- RETIREMENT CREF GROWTH | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Delaware Healthcare Instl | $1,001 - $15,000 | SP | 2014 | ||
- IRA COHEN & STEERS PREF | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- RETIREMENT CREF BOND MARKET | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- IRA Guggenheim Macro Opp. | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- IRA IRONCLAD MANAGED RISK | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- RETIREMENT CREF EQUITY INDEX | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- IRA PIMCO ALL ASSET ALL AUTHORITY | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- RETIREMENT TIAA TRADITIONAL | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- RETIREMENT CREF STOCK | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
CASH E-TRADE BANK DEPOSIT ACCOUNT (CASH) | $1,001 - $15,000 | SP | 2014 | ||
- 401K NEUBERGER GENESIS FUND | None | SP | Tax-Deferred | 2014 | |
- IRA EATON VANCE FLOATING RATE INST'L | None | SP | Tax-Deferred | 2014 | |
- 401K VANGUARD INSTITUTIONAL INDEX | None | SP | Tax-Deferred | 2014 | |
- 401K TRP MIDCAP | None | SP | Tax-Deferred | 2014 | |
- 401K TRP BLUE CHIP GROWTH | None | SP | Tax-Deferred | 2014 | |
- 401K T ROWE PRICE RETIREMENT FUND 2035 | None | SP | Tax-Deferred | 2014 | |
- 401K HARBOR INTERNATIONAL FUND | None | SP | Tax-Deferred | 2014 | |
- 401K T ROWE PRICE DIVIDEND GROWTH | None | SP | Tax-Deferred | 2014 | |
- 401K VANGUARD MIDCAP STOCK INDEX | None | SP | Tax-Deferred | 2014 | |
- 401K VANGUARD PRIME CAP | None | SP | Tax-Deferred | 2014 | |
- OSTERWEIS STRATEGIC INCOME | None | SP | $201 - $1,000 | Dividends, CAPITAL LOSS | 2014 |
- AQR MANAGED FUTURES - INST'L | None | SP | $2,501 - $5,000 | Capital Gains | 2014 |
- IRA TEMPLETON GLOBAL BOND ADV | None | SP | Tax-Deferred | 2014 | |
- 401K T ROWE PRICE RETIREMENT FUND 2030 | None | SP | Tax-Deferred | 2014 | |
- PIMCO SR. FLOATING | None | SP | $201 - $1,000 | Dividends, CAPITAL LOSS | 2014 |
- 401K SUMMIT CASH RESERVE | None | SP | Tax-Deferred | 2014 | |
- 401K PUTNAM S&P 500 INDEX FUND | None | SP | Tax-Deferred | 2014 | |
- 401K PIMCO TOTAL RETURN INST'L | None | SP | Tax-Deferred | 2014 | |
- 401K FIDELITY LOW PRICE STOCK FUND | None | SP | Tax-Deferred | 2014 | |
- MB FINANCIAL | $250,001 - $500,000 | $201 - $1,000 | Interest | 2013 | |
- WELLS FARGO | $250,001 - $500,000 | SP | $1 - $200 | Interest | 2013 |
- VANGUARD 500 | $250,001 - $500,000 | $5,001 - $15,000 | Dividends | 2013 | |
- METLIFE TCA MONEY MARKET ACCOUNT | $50,001 - $100,000 | SP | $1,001 - $2,500 | Interest | 2013 |
- FIRST NATIONAL BANK OF LAGRANGE | $50,001 - $100,000 | JT | 2013 | ||
MMC Marsh & McLennan Companies, Inc. (MMC) | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2013 |
- 401K FIDELITY PURITAN FUND | $50,001 - $100,000 | Tax-Deferred | 2013 | ||
- 401K VANGUARD MIDCAP STOCK INDEX | $50,001 - $100,000 | SP | Tax-Deferred | 2013 | |
- 401K TRP MIDCAP | $50,001 - $100,000 | SP | Tax-Deferred | 2013 | |
- PIMCO ALL ASSET ALL AUTHORITY INSTL | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2013 |
- PIMCO SR. FLOATING | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2013 |
- 401K T ROWE PRICE DIVIDEND GROWTH | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- INVESCO BALANCED - RISK ALLOCATION - Y | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains | 2013 |
- IRA ANGEL OAK MULTI STRATT INCOME | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- IRA DOUBLELINE TOTAL RETURN - N | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- IRA EASTON VANCE FLOATING RATE INST'L | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- IRA TEMPLETON GLOBAL BOND ADV | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
MET MetLife, Inc. (MET) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2013 |
- METROPOLITAN WEST TOTAL RETURN | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2013 |
- OSTERWEIS STRATEGIC INCOME | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
- FIRST EAGLE GLOBAL FUND CLI | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
- GUGGENHEIM MACRO OPP | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
- LEUTHOLD CORE | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
- MAINSTAY MARKET FIELD | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2013 |
- 401K T ROWE PRICE RETIREMENT FUND 2030 | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- 401K T ROWE PRICE RETIREMENT FUND 2035 | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- 401K TRP BLUE CHIP GROWTH | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- 401K VANGUARD INSTITUTIONAL INDEX | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- 401K VANGUARD PRIME CAP | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- AQR MANAGED FUTURES - INST'L | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains | 2013 |
- BBH CORE SELECT | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2013 |
- CALDWELL & ORKIN MARKETT OPP FUND | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains | 2013 |
- 401K FIDELITY CONTRAFUND | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
- 401K FIDELITY LOW PRICE STOCK FUND | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- 401K HARBOR INTERNATIONAL FUND | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- 401K MARSH & MCLENNAN STOCK FUND | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- 401K NEUBERGER GENESIS FUND | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- 401K PIMCO TOTAL RETURN INST'L | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- 401K SUMMIT CASH RESERVE | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- 401K AETNA INC, COMMON STOCK | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- RETIREMENT TIAA TRADITIONAL | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- COHEN & STEERS PREF SEC INC.-1 | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2013 |
- IRA PIMCO ALL ASSET ALL AUTHORITY | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
- RETIREMENT CREF BOND MARKET | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- TD BANK USA | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2013 |
- IRA TD BANK MONEY MARKET | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
CASH E-TRADE BANK DEPOSIT ACCOUNT (CASH) | $1,001 - $15,000 | SP | 2013 | ||
- IRA IRONCLAD MANAGED RISK | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
- IRA COHEN & STEERS PREF | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
- RETIREMENT CREF GROWTH | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- RETIREMENT CREF EQUITY INDEX | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- 401K PUTNAM S&P 500 INDEX FUND | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
AET Aetna Inc. (AET) | $1,001 - $15,000 | SP | 2013 | ||
- IRA VANGUARD 500 INDEX FUND | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- IRONCLAD MANAGED RISK | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains | 2013 |
- RETIREMENT CREF STOCK | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- ASG MANAGED FUTURES - A | None | SP | CAPITAL LOSS | 2013 | |
- 401K AMERICAN GROWTH FUND | None | SP | Tax-Deferred | 2013 | |
- SPDR GOLD SHARES | None | SP | CAPITAL LOSS | 2013 | |
- 401K CONVENTRY STOCK | None | SP | Tax-Deferred | 2013 | |
- IRA SPDR GOLD SHARES | None | SP | Tax-Deferred | 2013 | |
- iSHARES BARCLAYS 1-3 YEAR CREDIT | None | SP | Dividends, CAPITAL LOSS | 2013 | |
- IVY ASSET STRATEGIC INSTL | None | SP | $1,001 - $2,500 | Capital Gains | 2013 |
- COVENTRY HEALTH CARE STOCK | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2013 |
- PRINCETON FUTURES STRATGEY A | None | SP | CAPITAL LOSS | 2013 |
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