—
Net Worth Est.
$1.64MTrade volume
$0Total trades
-----Last Traded
----Real Property
$750K
Exchange Traded Funds (ETF)
$284.01K
Bank Accounts, Money Market Accounts and CDs
$246.01K
Mutual Funds
$236.01K
Stocks
$75K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Huffman Family Trust ⇒ DC Residence + rental income [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Huffman Family Trust ⇒ DC Residence + rental income [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2023 |
- Susan's TIAA-CREF Retirement Account ⇒ CREF Stock Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
MSFT Susan's Fidelity Roth IRA ⇒ Microsoft Corporation (MSFT) [ST]Stocks | $50,001 - $100,000 | JT | Tax-Deferred | 2023 | |
- Fidelity Joint Brokerage Account ⇒ Western Alliance Bank CD [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1,001 - $2,500 | Interest | 2023 |
- Jared's Fidelity Rollover IRA ⇒ ALPS Clean Energy [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard FTSE Social Index [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Government Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Rollover IRA ⇒ Invesco FD TR II Solar ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Rollover IRA ⇒ INVESCO Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Fidelity Joint Brokerage Account ⇒ Fidelity Govt Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2023 |
- Redwood Credit Union Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2023 |
- Susan's CalSRTS Retirement ⇒ CalSTRS Pension Account [PE]Pensions | $15,001 - $50,000 | SP | 2023 | ||
- Jared's Fidelity Rollover IRA ⇒ MSCI Index Fund - FUTY [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Fidelity Joint Brokerage Account ⇒ SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | 2023 | ||
- Jared's Fidelity Rollover IRA ⇒ First TR NSDQ Clean Edge Green Energy Index [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Traditional IRA ⇒ Invesco FD TR II Solar ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Traditional IRA ⇒ INVESCO Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Traditional IRA ⇒ SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Jared's Roth IRA ⇒ First TR NSDQ Clean Edge Green Energy Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Jared's Roth IRA ⇒ MSCI Index Fund - FUTY [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Jared's Roth IRA ⇒ Vanguard FTSE Social Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Susan's Fidelity IRA-BDA ⇒ Invesco FD TR II Solar ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | 2023 | ||
- Susan's Fidelity Rollover IRA ⇒ Fidelity Intermediate Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Susan's Fidelity Rollover IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Susan's Fidelity Rollover IRA ⇒ INVESCO Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Susan's Fidelity Roth IRA ⇒ Domini Social Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
- Bank Accounts ⇒ Redwood Credit Union - Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2023 | ||
- Fidelity Joint Brokerage Account ⇒ Citibank CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- Fidelity Joint Brokerage Account ⇒ Fidelity Short Term Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Dividends | 2023 | |
- Fidelity Joint Brokerage Account ⇒ First Horizon Bank CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- Fidelity Joint Brokerage Account ⇒ Manufacturers & Traders Co CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- Fidelity Joint Brokerage Account ⇒ Santander Bank CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- Jared's Fidelity Rollover IRA ⇒ American Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Rollover IRA ⇒ Baird Aggregate Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Rollover IRA ⇒ Customers Bank CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Short Term Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Rollover IRA ⇒ Global X FDS Robotics - BOTZ [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Rollover IRA ⇒ Merchant's Bank CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Rollover IRA ⇒ Signature Bank CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Rollover IRA ⇒ Sinovus Bank CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Rollover IRA ⇒ SPDR S&P 500 ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Jared's Fidelity Traditional IRA ⇒ First TR NSDQ Clean Edge Green Energy Index [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Susan's Fidelity Roth IRA ⇒ Invesco FD TR II Solar ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Susan's Fidelity Roth IRA ⇒ INVESCO Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- US Treasury Direct Bond Account [GS]Government Securities and Agency Debt | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
- US Treasury Direct Bond Account [GS]Government Securities and Agency Debt | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
- Susan's Fidelity Roth IRA ⇒ SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
- Susan's Fidelity Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
- Jared's Fidelity Traditional IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2023 | ||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2023 | ||
- D: Bought | $304 - $304 | on 10/26/18 | 2023 | ||
- Huffman Family Trust ⇒ DC Residence + rental income [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2022 |
- Susan's TIAA-CREF Retirement Account ⇒ CREF Stock Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Joint Brokerage Account ⇒ Western Alliance Bank CD [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | 2022 | ||
MSFT Susan's Fidelity Roth IRA ⇒ Microsoft Corporation (MSFT) [ST]Stocks | $50,001 - $100,000 | JT | Tax-Deferred | 2022 | |
- Jared's Fidelity Rollover IRA ⇒ Fidelity Government Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Fidelity Joint Brokerage Account ⇒ SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | 2022 | ||
- Jared's Fidelity Rollover IRA ⇒ ALPS Clean Energy [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Jared's Fidelity Rollover IRA ⇒ First TR NSDQ Clean Edge Green Energy Index [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Jared's Fidelity Rollover IRA ⇒ Invesco FD TR II Solar ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Jared's Fidelity Rollover IRA ⇒ INVESCO Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Jared's Fidelity Rollover IRA ⇒ MSCI Index Fund - FUTY [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Jared's Fidelity Traditional IRA ⇒ Invesco FD TR II Solar ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Jared's Fidelity Traditional IRA ⇒ INVESCO Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard FTSE Social Index [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Redwood Credit Union Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2022 |
- Susan's CalSRTS Retirement ⇒ CalSTRS Pension Account [PE]Pensions | $15,001 - $50,000 | JT | 2022 | ||
- Susan's Fidelity Roth IRA ⇒ Domini Social Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2022 | |
- Jared's Fidelity Rollover IRA ⇒ SPDR S&P 500 ETF [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Susan's Fidelity Rollover IRA ⇒ Fidelity Intermediate Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Jared's Fidelity Rollover IRA ⇒ American Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Jared's Fidelity Rollover IRA ⇒ Baird Aggregate Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Short Term Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Susan's Fidelity Rollover IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Jared's Fidelity Rollover IRA ⇒ Global X FDS Robotics - BOTZ [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Susan's Fidelity Rollover IRA ⇒ INVESCO Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Jared's Fidelity Traditional IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Jared's Fidelity Traditional IRA ⇒ First TR NSDQ Clean Edge Green Energy Index [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Susan's Fidelity Roth IRA ⇒ Invesco FD TR II Solar ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Susan's Fidelity Roth IRA ⇒ INVESCO Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Jared's Fidelity Traditional IRA ⇒ SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Jared's Roth IRA ⇒ First TR NSDQ Clean Edge Green Energy Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Jared's Roth IRA ⇒ MSCI Index Fund - FUTY [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Jared's Roth IRA ⇒ Vanguard FTSE Social Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Bank Accounts ⇒ Redwood Credit Union - Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2022 | ||
- Susan's Fidelity IRA-BDA ⇒ Invesco FD TR II Solar ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | 2022 | ||
- Fidelity Joint Brokerage Account ⇒ Fidelity Short Term Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Dividends | 2022 | |
- Susan's Fidelity Roth IRA ⇒ SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | SP | Tax-Deferred | 2022 | |
- Susan's Fidelity Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Joint Brokerage Account ⇒ Fidelity Govt Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Dividends | 2022 |
- Jared's Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2022 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2022 | ||
- D: Bought | $304 - $304 | on 10/26/18 | 2022 | ||
- Jared's NRDC Defined Benefit Pension (closed) ⇒ NRDC Defined Benefit Pension Account [PE]Pensions | None | Tax-Deferred | 2022 | ||
- Huffman Family Trust ⇒ DC Residence + rental income [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2021 |
- Susan's TIAA-CREF Retirement Account ⇒ CREF Stock Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Redwood Credit Union Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2021 |
- Jared's Fidelity Rollover IRA ⇒ Fidelity Government Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
MSFT Susan's Fidelity Roth IRA ⇒ Microsoft Corporation (MSFT) [ST]Stocks | $50,001 - $100,000 | JT | Tax-Deferred | 2021 | |
- Susan's CalSRTS Retirement ⇒ CalSTRS Pension Account [PE]Pensions | $15,001 - $50,000 | JT | 2021 | ||
- Fidelity Joint Brokerage Account ⇒ Fidelity Govt Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Nathan Huffman Cal ABLE account ⇒ Cal ABLE Moderate Fund [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2021 | |
- Jared's Fidelity Rollover IRA ⇒ ALPS Clean Energy [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Jared's Fidelity Rollover IRA ⇒ First TR NSDQ Clean Edge Green Energy Index [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Jared's Fidelity Rollover IRA ⇒ Invesco FD TR II Solar ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Jared's Fidelity Rollover IRA ⇒ INVESCO Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Jared's Fidelity Rollover IRA ⇒ MSCI Index Fund - FUTY [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Jared's Fidelity Traditional IRA ⇒ First TR NSDQ Clean Edge Green Energy Index [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Jared's Fidelity Traditional IRA ⇒ Invesco FD TR II Solar ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Jared's Fidelity Traditional IRA ⇒ INVESCO Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard FTSE Social Index [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Jared's NRDC Defined Benefit Pension ⇒ NRDC Defined Benefit Pension Account [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Susan's Fidelity Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- Susan's Fidelity Rollover IRA ⇒ INVESCO Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Susan's Fidelity Roth IRA ⇒ Domini Social Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2021 | |
- Susan's Fidelity Rollover IRA ⇒ Fidelity Intermediate Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Bank Accounts ⇒ Redwood Credit Union - Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2021 | ||
- Susan's Fidelity IRA-BDA ⇒ Invesco FD TR II Solar ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | 2021 | ||
- Nathan's Redwood Credit Union Account 8973 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2021 | ||
- Susan's Fidelity Roth IRA ⇒ Invesco FD TR II Solar ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | Tax-Deferred | 2021 | |
- Susan's Fidelity Roth IRA ⇒ INVESCO Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | Tax-Deferred | 2021 | |
- Jared's Roth IRA ⇒ First TR NSDQ Clean Edge Green Energy Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Jared's Fidelity Rollover IRA ⇒ Global X FDS Robotics - BOTZ [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Jared's Roth IRA ⇒ MSCI Index Fund - FUTY [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Jared's Roth IRA ⇒ Vanguard FTSE Social Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Susan's Fidelity Rollover IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Jared's Fidelity Traditional IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2021 | ||
- D: Bought | $304 - $304 | on 10/26/18 | 2021 | ||
- Huffman Family Trust ⇒ DC Residence + rental income [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2020 |
- Abby Huffman 529 Plan ⇒ Fidelity NH Portfolio 2018 [MF]Mutual Funds | $50,001 - $100,000 | DC | 2020 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Redwood Credit Union Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2020 |
- Jared's Fidelity Rollover IRA ⇒ Fidelity Government Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- susan's TIAA-CREF Retirement Account ⇒ sP CREF stock Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
MsFT susan's Fidelity Roth IRA ⇒ Microsoft Corporation (MsFT) [sT]Stocks | $15,001 - $50,000 | JT | Tax-Deferred | 2020 | |
- Fidelity Joint Brokerage Account ⇒ Fidelity Govt Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2020 |
- susan's Fidelity Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | Tax-Deferred | 2020 | |
- susan's CalsRTs Retirement ⇒ CalsTRs Pension Account [PE]Pensions | $15,001 - $50,000 | JT | 2020 | ||
- Jared's NRDC Defined Benefit Pension ⇒ NRDC Defined Benefit Pension Account [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Jared's Fidelity Rollover IRA ⇒ ALPs Clean Energy [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Jared's Fidelity Rollover IRA ⇒ MsCI Index Fund - FUTY [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard FTsE social Index [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- susan's Fidelity Rollover IRA ⇒ sP Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Nathan Huffman Cal ABLE account ⇒ Cal ABLE Moderate Fund [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2020 | |
- Bank Accounts ⇒ Redwood Credit Union - Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2020 | ||
- DEsCRIPTION: 11/20/2020 rolled | $15,000 - $15,000 | to Cal ABLE account, leaving balance of | 2020 | ||
- Abby Huffman Child savings Account ⇒ Abby's savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2020 |
- Abby Huffman Child savings Account ⇒ Capitol One (formerly ING Direct) CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2020 |
- Jared's Fidelity Rollover IRA ⇒ First TR NsDQ Clean Edge Green Energy Index [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Jared's Fidelity Rollover IRA ⇒ INVEsCO Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- susan's Fidelity Rollover IRA ⇒ sP Fidelity Intermediate Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Jared's Fidelity Traditional IRA ⇒ First TR NsDQ Clean Edge Green Energy Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard FTsE social Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Jared's Roth IRA ⇒ First TR NsDQ Clean Edge Green Energy Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Jared's Roth IRA ⇒ MsCI Index Fund - FUTY [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Jared's Roth IRA ⇒ Vanguard FTsE social Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Jared's Roth IRA ⇒ Vanguard FTsE social Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Nathan Huffman 529 Plan ⇒ scholarshare Passive Age-Based Portfilio 9-10 [MF]Mutual Funds | $1,001 - $15,000 | DC | 2020 | ||
- Nathan Huffman child savings account ⇒ Capitol One (formerly ING Direct) CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2020 |
- susan's Fidelity Rollover IRA ⇒ sP Fidelity Total Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- susan's Fidelity Roth IRA ⇒ Domini social Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2020 | |
- Jared's Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2020 | ||
- DEsCRIPTION: Bought | $304 - $304 | on 10/26/18 | 2020 | ||
- Fidelity Joint Brokerage Account ⇒ sPDR s&P 500 ETF [EF]Exchange Traded Funds (ETF) | None | JT | $201 - $1,000 | Capital Gains | 2020 |
- susan's Fidelity Roth IRA ⇒ Fidelity Dividend Growth Fund [MF]Mutual Funds | None | JT | Tax-Deferred | 2020 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Low Priced stock Fund [MF]Mutual Funds | None | JT | Tax-Deferred | 2020 | |
- Jared's Fidelity Rollover IRA ⇒ Fidelity Ltd Term Bond Fund - FJRLX [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Ltd Term Bond Fund - FJRLX [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- susan's Fidelity Roth IRA ⇒ Fidelity small Cap stock Fund [MF]Mutual Funds | None | JT | Tax-Deferred | 2020 | |
- Jared's Fidelity Rollover IRA ⇒ Vanguard International Equity Index [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2020 | ||
- susan's Fidelity Rollover IRA ⇒ sP Fidelity small Cap stock Fund [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Capital Appreciation Fund [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Fidelity Joint Brokerage Account ⇒ Vanguard Intermediate Bond Fund - VFsTX [MF]Mutual Funds | None | JT | $201 - $1,000 | Dividends | 2020 |
- Jared's Fidelity Rollover IRA ⇒ Vanguard Intermediate Bond Fund - VFsTX [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard Intermediate Bond Fund - VFsTX [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard International Equity Index [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2020 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares Europe ETF [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2020 | ||
- susan's Fidelity Rollover IRA ⇒ sP Fidelity Growth and Income Fund [MF]Mutual Funds | None | Tax-Deferred | 2020 | ||
- susan's Fidelity Roth IRA ⇒ Fidelity Blue Chip Growth Fund [MF]Mutual Funds | None | JT | Tax-Deferred | 2020 | |
- Huffman Family Trust ⇒ DC Residence + rental income [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2019 |
- Jared's Fidelity Rollover IRA ⇒ Vanguard Intermediate Bond Fund - VFsTX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Abby Huffman 529 Plan ⇒ Fidelity NH Portfolio 2018 [MF]Mutual Funds | $50,001 - $100,000 | DC | 2019 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard Intermediate Bond Fund - VFsTX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Ltd Term Bond Fund - FJRLX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- susan's Fidelity Roth IRA ⇒ Fidelity Dividend Growth Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2019 | |
- Nathan Huffman 529 Plan ⇒ scholarshare Passive Age-Based Portfilio 9-10 [MF]Mutual Funds | $15,001 - $50,000 | DC | 2019 | ||
MsFT susan's Fidelity Roth IRA ⇒ Microsoft Corporation (MsFT) [sT]Stocks | $15,001 - $50,000 | JT | Tax-Deferred | 2019 | |
- susan's TIAA-CREF Retirement Account ⇒ sP CREF stock Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- susan's CalsRTs Retirement ⇒ CalsTRs Pension Account [PE]Pensions | $15,001 - $50,000 | JT | 2019 | ||
- Fidelity Joint Brokerage Account ⇒ Vanguard Intermediate Bond Fund - VFsTX [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
- Jared's Fidelity Rollover IRA ⇒ Fidelity Government Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Jared's NRDC Defined Benefit Pension ⇒ NRDC Defined Benefit Pension Account [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Jared's Roth IRA ⇒ Vanguard FTsE social Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- susan's Fidelity Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Tax-Deferred | 2019 | |
- Abby Huffman Child savings Account ⇒ Abby's savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2019 |
- Abby Huffman Child savings Account ⇒ Capitol One (formerly ING Direct) CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2019 |
- Bank Accounts ⇒ Redwood Credit Union - Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2019 | ||
- Jared's Fidelity Rollover IRA ⇒ Claymore Exchange TR Guggenheim solar [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Jared's Fidelity Rollover IRA ⇒ First TR NsDQ Clean Edge Green Energy Index [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Jared's Fidelity Rollover IRA ⇒ INVEsCO ETF solar - TAN [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares Europe ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Jared's Fidelity Rollover IRA ⇒ MsCI Index Fund - FUTY [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Jared's Fidelity Rollover IRA ⇒ Powershares Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard FTsE social Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard International Equity Index [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Jared's Roth IRA ⇒ MsCI Index Fund - FUTY [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- susan's Fidelity Roth IRA ⇒ Domini social Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2019 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Blue Chip Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2019 | |
- Jared's Fidelity Rollover IRA ⇒ Vanguard International Equity Index [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Ltd Term Bond Fund - FJRLX [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- susan's Fidelity Roth IRA ⇒ Fidelity Low Priced stock Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2019 | |
- susan's Fidelity Roth IRA ⇒ Fidelity small Cap stock Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2019 | |
- Bank Accounts ⇒ Bank of America Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2019 | ||
- Nathan Huffman child savings account ⇒ Capitol One (formerly ING Direct) CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2019 |
- Redwood Credit Union Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- susan's Fidelity Rollover IRA ⇒ sP Fidelity 500 Class Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- DEsCRIPTION: 2/7/18 Bought | $10,075 - $10,075 | 2019 | |||
- Jared's Fidelity Traditional IRA ⇒ First TR NsDQ Clean Edge Green Energy Index [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2019 | ||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2019 | ||
- Jared's Roth IRA ⇒ First TR NsDQ Clean Edge Green Energy Index [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2019 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2019 | ||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2019 | ||
- DEsCRIPTION: 10/26/18 Bought | $745 - $745 | 2019 | |||
- DEsCRIPTION: Bought | $304 - $304 | on 10/26/18 | 2019 | ||
- Huffman Family Trust ⇒ DC Residence + rental income [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2018 |
- Jared's Fidelity Rollover IRA ⇒ Fidelity Ltd Term Bond Fund - FJRLX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Rollover IRA ⇒ Vanguard Intermediate Bond Fund - VFsTX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard Intermediate Bond Fund - VFsTX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
MsFT susan's Fidelity Roth IRA ⇒ Microsoft Corporation (MsFT) [sT]Stocks | $15,001 - $50,000 | JT | Tax-Deferred | 2018 | |
- Abby Huffman 529 Plan ⇒ Fidelity NH Portfolio 2018 [MF]Mutual Funds | $15,001 - $50,000 | DC | 2018 | ||
- susan's TIAA-CREF Retirement Account ⇒ sP CREF stock Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- susan's Fidelity Roth IRA ⇒ Fidelity Dividend Growth Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2018 | |
- Nathan Huffman 529 Plan ⇒ scholarshare Passive Age-Based Portfilio 9-10 [MF]Mutual Funds | $15,001 - $50,000 | DC | 2018 | ||
- susan's CalsRTs Retirement ⇒ CalsTRs Pension Account [PE]Pensions | $15,001 - $50,000 | JT | 2018 | ||
- Fidelity Joint Brokerage Account ⇒ Vanguard Intermediate Bond Fund - VFsTX [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Jared's NRDC Defined Benefit Pension ⇒ NRDC Defined Benefit Pension Account [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Government Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- susan's Fidelity Roth IRA ⇒ Fidelity small Cap stock Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2018 | |
- Jared's Fidelity Traditional IRA ⇒ Fidelity Ltd Term Bond Fund - FJRLX [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Abby Huffman Child savings Account ⇒ Abby's savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2018 |
- Abby Huffman Child savings Account ⇒ Capitol One (formerly ING Direct) CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2018 |
- Bank Accounts ⇒ Bank of America Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2018 | ||
- Bank Accounts ⇒ Redwood Credit Union - Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2018 | ||
- Jared's Fidelity Rollover IRA ⇒ Claymore Exchange TR Guggenheim solar [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Rollover IRA ⇒ First TR NsDQ Clean Edge Green Energy Index [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Rollover IRA ⇒ INVEsCO ETF solar - TAN [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares Europe ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares TR Global Clean Energy [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Rollover IRA ⇒ MsCI Index Fund - FUTY [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Rollover IRA ⇒ Powershares Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Rollover IRA ⇒ Vanguard International Equity Index [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard FTsE social Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard International Equity Index [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Jared's Roth IRA ⇒ MsCI Index Fund - FUTY [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Jared's Roth IRA ⇒ Vanguard FTsE social Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Nathan Huffman child savings account ⇒ Capitol One (formerly ING Direct) CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2018 |
- Redwood Credit Union Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2018 |
- susan's Fidelity Roth IRA ⇒ Domini social Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2018 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Blue Chip Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2018 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Tax-Deferred | 2018 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Low Priced stock Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2018 | |
- susan's Fidelity Rollover IRA ⇒ sP Fidelity 500 Class Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- DEsCRIPTION: 2/7/18 Bought | $10,075 - $10,075 | 2018 | |||
- DEsCRIPTION: 9/19/18 Bought | $5,005 - $5,005 | 2018 | |||
- DEsCRIPTION: 10/08/18 Bought | $4,954.00 | $4,954.00 | 2018 | ||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Traditional IRA ⇒ First TR NsDQ Clean Edge Green Energy Index [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2018 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2018 | ||
- ADCO Limited partnership units ⇒ Adhesive Coatings Co. Ltd. [OT]Other | $1 - $1,000 | 2018 | |||
- Jared's Roth IRA ⇒ First TR NsDQ Clean Edge Green Energy Index [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2018 | ||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2018 | ||
- DEsCRIPTION: 10/26/18 Bought | $745 - $745 | 2018 | |||
- DEsCRIPTION: Bought | $304 - $304 | on 10/26/18 | 2018 | ||
- Jared's Fidelity Rollover IRA ⇒ Neuberger Berman socially Responsive TR [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity NsDQ Composite Index Tracking [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2018 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Capital Appreciation Fund [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
- Huffman Family Trust ⇒ DC Residence + rental income [RP]Real Property | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2017 |
- Jared's Fidelity Rollover IRA ⇒ Vanguard Intermediate Bond Fund - VFsTX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard Intermediate Bond Fund - VFsTX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Ltd Term Bond Fund - FJRLX [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
- susan's CalsRTs Retirement ⇒ CalsTRs Pension Account [PE]Pensions | $15,001 - $50,000 | JT | 2017 | ||
- Jared's Fidelity Rollover IRA ⇒ Neuberger Berman social Responsible Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Jared's Fidelity Rollover IRA ⇒ Neuberger Berman socially Responsive TR [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Redwood Credit Union Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2017 |
- Fidelity Joint Brokerage Account ⇒ Vanguard Intermediate Bond Fund - VFsTX [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Abby Huffman 529 Plan ⇒ Fidelity NH Portfolio 2018 [MF]Mutual Funds | $15,001 - $50,000 | DC | 2017 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Capital Appreciation Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Government Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Nathan Huffman 529 Plan ⇒ scholarshare Passive Age-Based Portfilio 9-10 [MF]Mutual Funds | $15,001 - $50,000 | DC | 2017 | ||
- Jared's NRDC Defined Benefit Pension ⇒ NRDC Defined Benefit Pension Account [PE]Pensions | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- susan's TIAA-CREF Retirement Account ⇒ sP CREF stock Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard International Equity Index [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Abby Huffman Child savings Account ⇒ Abby's savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2017 |
- Abby Huffman Child savings Account ⇒ Capitol One (formerly ING Direct) CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2017 |
- Bank Accounts ⇒ Bank of America Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2017 | ||
- Bank Accounts ⇒ Redwood Credit Union - Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2017 | ||
- Jared's Fidelity Rollover IRA ⇒ Claymore Exchange TR Guggenheim solar [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Jared's Fidelity Rollover IRA ⇒ First TR NsDQ Clean Edge Green Energy Index [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares Europe ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares TR Global Clean Energy [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Jared's Fidelity Rollover IRA ⇒ Powershares Wilder-Hill Clean Energy ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Jared's Fidelity Rollover IRA ⇒ Vanguard International Equity Index [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Jared's Fidelity Traditional IRA ⇒ Alger Green Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
MsFT susan's Fidelity Roth IRA ⇒ Microsoft Corporation (MsFT) [sT]Stocks | $1,001 - $15,000 | JT | Tax-Deferred | 2017 | |
- Jared's Roth IRA ⇒ Alger Green Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Jared's Roth IRA ⇒ Vanguard FTsE social Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Nathan Huffman child savings account ⇒ Capitol One (formerly ING Direct) CD [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2017 |
- susan's Fidelity Rollover IRA ⇒ sP Fidelity 500 Class Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- susan's Fidelity Roth IRA ⇒ Domini social Equity Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2017 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Blue Chip Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2017 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Tax-Deferred | 2017 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Dividend Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2017 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Low Priced stock Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2017 | |
- susan's Fidelity Roth IRA ⇒ Fidelity small Cap stock Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2017 | |
- Jared's Fidelity Traditional IRA ⇒ Fidelity Ltd Term Bond Fund - FJRLX [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard FTsE social Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Total Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2017 | ||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2017 | ||
- ADCO Limited partnership units ⇒ Adhesive Coatings Co. Ltd. [OT]Other | $1 - $1,000 | 2017 | |||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Cash Reserves [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2017 | ||
- Fidelity Joint Brokerage Account ⇒ Fidelity NsDQ Composite Index Tracking [EF]Exchange Traded Funds (ETF) | None | JT | $15,001 - $50,000 | Capital Gains | 2017 |
- Jared's Fidelity Rollover IRA ⇒ ishares Core s&P500 [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2017 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity NsDQ Composite Index Tracking [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2017 | ||
- Fidelity Joint Brokerage Account ⇒ Fidelity Ltd Term Bond Fund - FJRLX [MF]Mutual Funds | None | JT | 2017 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity NsDQ Composite Index Tracking [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2017 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity NsDQ Composite Index Tracking [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2017 | ||
- Fidelity Joint Brokerage Account ⇒ sPDR s&P500 ETF [EF]Exchange Traded Funds (ETF) | None | JT | $2,501 - $5,000 | Capital Gains | 2017 |
- Jared's Fidelity Traditional IRA ⇒ isHAREs s&P500 Tracking [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2017 | ||
- Rental Income from DC Residence | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Rent | 2016 |
- Washington residence | $500,001 - $1,000,000 | JT | 2016 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Capital Appreciation Fund | $50,001 - $100,000 | Tax-Deferred | 2016 | ||
- Jared's Fidelity Rollover IRA ⇒ Neuberger Berman social Responsible Fund | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- susan's TIAA-CREF Retirement Account ⇒ sP CREF stock Fund | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- Jared's Fidelity Rollover IRA ⇒ Neuberger Berman socially Responsive | $15,001 - $50,000 | TR | Tax-Deferred | 2016 | |
- Abby Huffman 529 Plan ⇒ Fidelity NH Portfolio 2018 | $15,001 - $50,000 | DC | 2016 | ||
- Nathan Huffman 529 Plan ⇒ scholarshare Passive Age-Based Portfilio 9-10 | $15,001 - $50,000 | DC | 2016 | ||
- Jared's Fidelity Traditional IRA ⇒ ONEQ NAsDAQ Tracking | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- Redwood Credit Union Money Market | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2016 |
- Jared's Fidelity Traditional IRA ⇒ isHAREs s&P 500 Tracking | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- susan's CalsRTs Retirement ⇒ CalsTRs Pension Account | $15,001 - $50,000 | JT | 2016 | ||
- Fidelity Joint Brokerage Account ⇒ ONEQ NAsDAQ Tracking | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2016 |
- Jared's NRDC Defined Benefit Pension ⇒ NRDC Defined Benefit Pension Account | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity NsDQ Composite Index Tracking | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Total Bond Fund | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- susan's Fidelity Roth IRA ⇒ Fidelity Cash Reserves | $1,001 - $15,000 | JT | Tax-Deferred | 2016 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Dividend Growth Fund | $1,001 - $15,000 | JT | Tax-Deferred | 2016 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Low Priced stock Fund | $1,001 - $15,000 | JT | Tax-Deferred | 2016 | |
- susan's Fidelity Roth IRA ⇒ Fidelity small Cap stock Fund | $1,001 - $15,000 | JT | Tax-Deferred | 2016 | |
- Abby Huffman Child savings Account ⇒ Abby's savings Account | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2016 |
- Abby Huffman Child savings Account ⇒ Capitol One (formerly ING Direct) CD | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2016 |
MsFT susan's Fidelity Roth IRA ⇒ Microsoft Corporation (MsFT) | $1,001 - $15,000 | JT | Tax-Deferred | 2016 | |
- Jared's Fidelity Traditional IRA ⇒ Vanguard International Equity Index | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Jared's Roth IRA ⇒ Alger Green Fund | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Jared's Roth IRA ⇒ Vanguard FTsE social Index | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Nathan Huffman child savings account ⇒ Capitol One (formerly ING Direct) CD | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2016 |
- Bank Accounts ⇒ Westamerica Checking | $1,001 - $15,000 | JT | 2016 | ||
- susan's Fidelity Roth IRA ⇒ Domini social Equity Fund | $1,001 - $15,000 | JT | Tax-Deferred | 2016 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Blue Chip Growth Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends, Tax- Deferred | 2016 |
- Fidelity Joint Brokerage Account ⇒ sPDR s&P500 ETF | $1,001 - $15,000 | JT | Tax-Deferred | 2016 | |
- Jared's Fidelity Rollover IRA ⇒ Claymore Exchange TR Guggenheim solar | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity NsDQ Composite Index Tracking | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Jared's Fidelity Rollover IRA ⇒ First TR NsDQ Clean Edge Green Energy Index | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares Core s&P500 | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares Europe ETF | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares TR Global Clean Energy | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Jared's Fidelity Rollover IRA ⇒ Powershares Wilder-Hill Clean Energy ETF | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Jared's Fidelity Rollover IRA ⇒ Vanguard International Equity Index | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Jared's Fidelity Traditional IRA ⇒ Alger Green Fund | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Cash Reserves | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Bank Accounts ⇒ Bank of America Checking | $1,001 - $15,000 | JT | 2016 | ||
- Bank Accounts ⇒ Redwood Credit Union - Checking | $1,001 - $15,000 | JT | 2016 | ||
- susan's Fidelity Rollover IRA ⇒ sP Fidelity 500 Class Fund | $1,001 - $15,000 | 2016 | |||
- Jared's Fidelity Traditional IRA ⇒ Vanguard FTsE social Index | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves | $1 - $1,000 | Tax-Deferred | 2016 | ||
- ADCO Limited partnership units ⇒ Adhesive Coatings Co. Ltd. | $1 - $1,000 | $1,001 - $2,500 | Capital Gains | 2016 | |
- Jared's Fidelity Rollover IRA ⇒ Fidelity Government Money Market | $1 - $1,000 | Tax-Deferred | 2016 | ||
- Washington residence | $500,001 - $1,000,000 | JT | 2015 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Capital Appreciation Fund | $50,001 - $100,000 | Tax-Deferred | 2015 | ||
- Jared's Fidelity Traditional IRA ⇒ ONEQ NAsDAQ Tracking | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Jared's Fidelity Rollover IRA ⇒ Neuberger Berman social Responsible Fund | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Jared's Fidelity Rollover IRA ⇒ Neuberger Berman socially Responsive | $15,001 - $50,000 | TR | Tax-Deferred | 2015 | |
- Fidelity Joint Brokerage Account ⇒ ONEQ NAsDAQ Tracking | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2015 |
- susan's CalsRTs Retirement ⇒ CalsTRs Pension Account | $15,001 - $50,000 | JT | 2015 | ||
- Abby Huffman 529 Plan ⇒ Fidelity NH Portfolio 2018 | $15,001 - $50,000 | DC | 2015 | ||
- Jared's Fidelity Traditional IRA ⇒ isHAREs s&P 500 Tracking | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- Nathan Huffman 529 Plan ⇒ scholarshare Passive Age-Based Portfilio 9-10 | $15,001 - $50,000 | DC | 2015 | ||
- Jared's NRDC Defined Benefit Pension ⇒ NRDC Defined Benefit Pension Account | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- susan's TIAA-CREF Retirement Account ⇒ sP CREF stock Fund | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
- susan's Fidelity Roth IRA ⇒ Fidelity Cash Reserves | $1,001 - $15,000 | JT | Tax-Deferred | 2015 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Dividend Growth Fund | $1,001 - $15,000 | JT | Tax-Deferred | 2015 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Low Priced stock Fund | $1,001 - $15,000 | JT | Tax-Deferred | 2015 | |
- susan's Fidelity Roth IRA ⇒ Fidelity small Cap stock Fund | $1,001 - $15,000 | JT | Tax-Deferred | 2015 | |
MsFT susan's Fidelity Roth IRA ⇒ Microsoft Corporation (MsFT) | $1,001 - $15,000 | JT | Tax-Deferred | 2015 | |
- susan's IRA CD Account ⇒ sP Discover | $1,001 - $15,000 | CD | $1 - $200 | Interest, Tax- Deferred | 2015 |
- Bank Accounts ⇒ Westamerica Checking | $1,001 - $15,000 | JT | 2015 | ||
- Fidelity Joint Brokerage Account ⇒ sPDR s&P500 ETF | $1,001 - $15,000 | JT | Tax-Deferred | 2015 | |
- Jared's Fidelity Rollover IRA ⇒ Claymore Exchange TR Guggenheim solar | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity NsDQ Composite Index Tracking | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Fidelity Rollover IRA ⇒ First TR NsDQ Clean Edge Green Energy Index | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares Core s&P500 | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares Europe ETF | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares TR Global Clean Energy | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Fidelity Rollover IRA ⇒ Powershares Wilder-Hill Clean Energy ETF | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Fidelity Rollover IRA ⇒ Vanguard International Equity Index | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Fidelity Traditional IRA ⇒ Alger Green Fund | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Cash Reserves | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity NsDQ Composite Index Tracking | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Total Bond Fund | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Roth IRA ⇒ Alger Green Fund | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Abby Huffman Child savings Account ⇒ Abby's savings Account | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2015 |
- Abby Huffman Child savings Account ⇒ Capitol One (formerly ING Direct) CD | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2015 |
- Bank Accounts ⇒ Bank of America Checking | $1,001 - $15,000 | JT | 2015 | ||
- Bank Accounts ⇒ Redwood Credit Union - Business Checking | $1,001 - $15,000 | JT | 2015 | ||
- Bank Accounts ⇒ Redwood Credit Union - Checking | $1,001 - $15,000 | JT | 2015 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard International Equity Index | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Roth IRA ⇒ Vanguard FTsE social Index | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Nathan Huffman child savings account ⇒ Capitol One (formerly ING Direct) CD | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2015 |
- susan's Fidelity Roth IRA ⇒ Domini social Equity Fund | $1,001 - $15,000 | JT | Tax-Deferred | 2015 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Blue Chip Growth Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends, Tax- Deferred | 2015 |
- Jared's Fidelity Traditional IRA ⇒ Vanguard FTsE social Index | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves | $1 - $1,000 | Tax-Deferred | 2015 | ||
- ADCO Limited partnership units ⇒ Adhesive Coatings Co. Ltd. | $1 - $1,000 | $1,001 - $2,500 | Capital Gains | 2015 | |
- Jared's Fidelity Rollover IRA ⇒ Fidelity Government Money Market | $1 - $1,000 | Tax-Deferred | 2015 | ||
- Washington residence | $500,001 - $1,000,000 | JT | 2014 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Capital Appreciation Fund | $50,001 - $100,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Traditional IRA ⇒ ONEQ NAsDAQ Tracking | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Rollover IRA ⇒ Neuberger Berman social Responsible Fund | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
- ADCO Limited partnership units ⇒ Adhesive Coatings Co. Ltd. | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains | 2014 | |
- Jared's NRDC Defined Benefit Pension ⇒ NRDC Defined Benefit Pension Account | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Rollover IRA ⇒ Neuberger Berman socially Responsive | $15,001 - $50,000 | TR | Tax-Deferred | 2014 | |
- susan's CalsRTs Retirement ⇒ CalsTRs Pension Account | $15,001 - $50,000 | JT | 2014 | ||
- susan's TIAA-CREF Retirement Account ⇒ sP CREF stock Fund | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
- Nathan Huffman 529 Plan ⇒ scholarshare Passive Age-Based Portfilio 9-10 | $15,001 - $50,000 | DC | 2014 | ||
- Abby Huffman 529 Plan ⇒ Fidelity NH Portfolio 2018 | $15,001 - $50,000 | DC | 2014 | ||
- Fidelity Joint Brokerage Account ⇒ ONEQ NAsDAQ Tracking | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2014 |
- Jared's Fidelity Traditional IRA ⇒ isHAREs s&P 500 Tracking | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
- Abby Huffman Child savings Account ⇒ Capitol One (formerly ING Direct) CD | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2014 |
- Bank Accounts ⇒ Redwood Credit Union - Business Checking | $1,001 - $15,000 | JT | 2014 | ||
- Jared's Fidelity Traditional IRA ⇒ Alger Green Fund | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Cash Reserves | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity NsDQ Composite Index Tracking | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Traditional IRA ⇒ Fidelity Total Bond Fund | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard FTsE social Index | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Traditional IRA ⇒ Vanguard International Equity Index | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Roth IRA ⇒ Alger Green Fund | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Roth IRA ⇒ Vanguard FTsE social Index | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Nathan Huffman child savings account ⇒ Capitol One (formerly ING Direct) CD | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2014 |
- Bank Accounts ⇒ Bank of America Checking | $1,001 - $15,000 | JT | 2014 | ||
- Bank Accounts ⇒ Westamerica Checking | $1,001 - $15,000 | JT | 2014 | ||
- Fidelity Joint Brokerage Account ⇒ sPDR s&P500 ETF | $1,001 - $15,000 | JT | Tax-Deferred | 2014 | |
- Jared's Fidelity Rollover IRA ⇒ Claymore Exchange TR Guggenheim solar | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Government Money Market | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity NsDQ Composite Index Tracking | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Rollover IRA ⇒ First TR NsDQ Clean Edge Green Energy Index | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares Core s&P500 | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares Europe ETF | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Rollover IRA ⇒ ishares TR Global Clean Energy | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Rollover IRA ⇒ Powershares Wilder-Hill Clean Energy ETF | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Jared's Fidelity Rollover IRA ⇒ Vanguard International Equity Index | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Abby Huffman Child savings Account ⇒ Abby's savings Account | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2014 |
- susan's IRA CD Account ⇒ sP Discover | $1,001 - $15,000 | CD | $1 - $200 | Interest, Tax- Deferred | 2014 |
- Bank Accounts ⇒ Redwood Credit Union - Checking | $1,001 - $15,000 | JT | 2014 | ||
- susan's Fidelity Roth IRA ⇒ Domini social Equity Fund | $1,001 - $15,000 | JT | Tax-Deferred | 2014 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Blue Chip Growth Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends, Tax- Deferred | 2014 |
- susan's Fidelity Roth IRA ⇒ Fidelity Cash Reserves | $1,001 - $15,000 | JT | Tax-Deferred | 2014 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Dividend Growth Fund | $1,001 - $15,000 | JT | Tax-Deferred | 2014 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Low Priced stock Fund | $1,001 - $15,000 | JT | Tax-Deferred | 2014 | |
- susan's Fidelity Roth IRA ⇒ Fidelity small Cap stock Fund | $1,001 - $15,000 | JT | Tax-Deferred | 2014 | |
MsFT susan's Fidelity Roth IRA ⇒ Microsoft Corporation (MsFT) | $1,001 - $15,000 | JT | Tax-Deferred | 2014 | |
- Jared's Roth IRA ⇒ Fidelity Cash Reserves | $1 - $1,000 | Tax-Deferred | 2014 | ||
- Fidelity Joint Brokerage Account ⇒ Fidelity CA Municipal Money Market | $1 - $1,000 | JT | $1 - $200 | Interest, Tax- Deferred | 2014 |
- Washington residence | $500,001 - $1,000,000 | JT | 2013 | ||
- Jared's Fidelity Rollover IRA ⇒ Fidelity Capital Appreciation Fund | $50,001 - $100,000 | $201 - $1,000 | Dividends, Tax- Deferred | 2013 | |
- Jared's Fidelity Rollover IRA ⇒ Fidelity Government Money Market | $50,001 - $100,000 | $201 - $1,000 | Dividends, Tax- Deferred | 2013 | |
- Jared's Fidelity Traditional IRA ⇒ Fidelity Total Bond Fund | $15,001 - $50,000 | $201 - $1,000 | Dividends, Tax- Deferred | 2013 | |
- Fidelity Joint Brokerage Account ⇒ Vanguard FTsE social Index | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2013 |
- Jared's NRDC Defined Benefit Pension ⇒ NRDC Defined Benefit Pension Account | $15,001 - $50,000 | 2013 | |||
- Jared's Fidelity Rollover IRA ⇒ Neuberger Berman social Responsible Fund | $15,001 - $50,000 | 2013 | |||
- Nathan Huffman 529 Plan ⇒ scholarshare Passive Age-Based Portfilio 9-10 | $15,001 - $50,000 | DC | 2013 | ||
- Jared's Fidelity Traditional IRA ⇒ ONEQ NAsDAQ Tracking | $15,001 - $50,000 | $201 - $1,000 | Dividends, Tax- Deferred | 2013 | |
- susan's CalsRTs Retirement ⇒ CalsTRs Pension Account | $15,001 - $50,000 | JT | $1 - $200 | Interest, Tax- Deferred | 2013 |
- Jared's Fidelity Traditional IRA ⇒ isHAREs s&P 500 Tracking | $15,001 - $50,000 | $1,001 - $2,500 | Dividends, Tax- Deferred | 2013 | |
- ADCO Limited partnership units ⇒ Adhesive Coatings Co. Ltd. | $15,001 - $50,000 | 2013 | |||
- Fidelity Joint Brokerage Account ⇒ ONEQ NAsDAQ Tracking | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2013 |
- Abby Huffman 529 Plan ⇒ Fidelity NH Portfolio 2018 | $15,001 - $50,000 | DC | 2013 | ||
- susan's TIAA-CREF Retirement Account ⇒ sP CREF stock Fund | $15,001 - $50,000 | 2013 | |||
- Abby Huffman Child savings Account ⇒ ING Direct CD | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2013 |
- Bank Accounts ⇒ Redwood Credit Union - Checking | $1,001 - $15,000 | JT | 2013 | ||
- Bank Accounts ⇒ Redwood Credit Union - savings | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2013 |
- Fidelity Joint Brokerage Account ⇒ spartan Ext Market Index Fund | $1,001 - $15,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2013 |
- Fidelity Joint Brokerage Account ⇒ sPDR s&P500 ETF | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2013 |
- susan's Fidelity Roth IRA ⇒ Fidelity Cash Reserves | $1,001 - $15,000 | JT | $1 - $200 | Dividends, Tax- Deferred | 2013 |
- susan's Fidelity Roth IRA ⇒ Fidelity Dividend Growth Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends, Tax- Deferred | 2013 |
- susan's Fidelity Roth IRA ⇒ Fidelity Low Priced stock Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends, Tax- Deferred | 2013 |
- susan's Fidelity Roth IRA ⇒ Fidelity small Cap stock Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends, Tax- Deferred | 2013 |
MsFT susan's Fidelity Roth IRA ⇒ Microsoft Corporation (MsFT) | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends, Tax- Deferred | 2013 |
- susan's IRA CD Account ⇒ sP Discover | $1,001 - $15,000 | CD | $1 - $200 | Interest, Tax- Deferred | 2013 |
- Jared's Roth IRA ⇒ Vanguard FTsE social Index | $1,001 - $15,000 | $2,501 - $5,000 | Capital Gains, Dividends, Tax- Deferred | 2013 | |
- Nathan Huffman child savings account ⇒ ING Direct CD | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2013 |
- susan's Fidelity Roth IRA ⇒ Domini social Equity Fund | $1,001 - $15,000 | JT | 2013 | ||
- Jared's Fidelity Traditional IRA ⇒ Alger Green Fund | $1,001 - $15,000 | 2013 | |||
- Jared's Fidelity Traditional IRA ⇒ Vanguard FTsE social Index | $1,001 - $15,000 | $201 - $1,000 | Dividends, Tax- Deferred | 2013 | |
- Jared's Roth IRA ⇒ Alger Green Fund | $1,001 - $15,000 | 2013 | |||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves | $1,001 - $15,000 | $1,001 - $2,500 | Interest, Tax- Deferred | 2013 | |
- Jared's Roth IRA ⇒ New Alternatives Fund | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Tax-Deferred | 2013 | |
- susan's Fidelity Roth IRA ⇒ Fidelity Blue Chip Growth Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends, Tax- Deferred | 2013 |
- Bank Accounts ⇒ Redwood Credit Union - Money Market | $1 - $1,000 | JT | 2013 | ||
- Jared's Roth IRA ⇒ Fidelity Cash Reserves | $1 - $1,000 | $1 - $200 | Interest, Tax- Deferred | 2013 | |
- Bank Accounts ⇒ Westamerica Checking | $1 - $1,000 | JT | 2013 | ||
- Fidelity Joint Brokerage Account ⇒ Fidelity CA Municipal Money Market | $1 - $1,000 | JT | $1 - $200 | Interest, Tax- Deferred | 2013 |
- Fidelity Joint Brokerage Account ⇒ Fidelity strategic Dividend and Income Fund Dividends | None | JT | $201 - $1,000 | Capital Gains, | 2013 |
- Fidelity Joint Brokerage Account ⇒ Fidelity Balanced Fund | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2013 |
- Jared's savings Plus 401k from CA Assembly (Closed) ⇒ Asset Allocation - Moderate | None | $1 - $200 | Tax-Deferred | 2013 | |
- Fidelity Joint Brokerage Account ⇒ Fidelity Total Bond Fund | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2013 |
Subscribe for Real-time updates, search & complete access