—
Net Worth Est.
$546.51KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Mutual Fund
$273.51K
Retirement Plans Defined Benefit Pension Plan
$207.5K
Bank Deposit
$57.5K
Annuity Fixed
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - Public Employees Retirement Association of New Mexico | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2024 |
- Scholar's Edge Today Portfolio A | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2024 |
- JPMCB SmartRetirement DRE 2040 Fund-CF-A | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2024 |
- Public Employees Retirement Association of New Mexico | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- Congressional Federal Credit Union | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2024 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2024 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- AIG Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2024 |
- NUSENDA Credit Union | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2024 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2024 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
- RERCX-American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2024 |
- HLIEX-JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
PESPX PESPX- BNY Mellon MidCap Index Fund Investor Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
DISSX DISSX- BNY Mellon Small Cap Stock Index Fund Investor Sha | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
- Scholar's Edge Conservative Portfolio A | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2024 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2024 |
- Congressional Federal Credit Union | None (or less than $1,001) | Child | None (or less than $201) | None, | 2024 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2024 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2024 |
- Scholar's Edge 529 | Spouse | 2024 | |||
- Empower Retirement | Spouse | 2024 | |||
- Martin Heinrich IRA | Self | 2024 | |||
- Julie Heinrich IRA | Spouse | 2024 | |||
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2024 | |||
- Congressional Federal Credit Union | $100,001 - $250,000 | Self | None (or less than $201) | Interest, | 2023 |
- Public Employees Retirement Association of New Mexico | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2023 |
- Public Employees Retirement Association of New Mexico | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2023 |
- Congressional Federal Credit Union | $100,001 - $250,000 | Self | None (or less than $201) | Interest, | 2023 |
- JPMCB SmartRetirement DRE 2040 Fund-CF-A | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2023 |
- Scholar's Edge Today Portfolio A | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2023 |
- Scholar's Edge Today Portfolio A | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2023 |
- JPMCB SmartRetirement DRE 2040 Fund-CF-A | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2023 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2023 |
- Public Employees Retirement Association of New Mexico | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- Congressional Federal Credit Union | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2023 |
- Congressional Federal Credit Union | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2023 |
- Public Employees Retirement Association of New Mexico | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2023 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- RERCX-American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- AIG Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- HLIEX-JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
PESPX PESPX- BNY Mellon MidCap Index Fund Investor Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
DISSX DISSX- BNY Mellon Small Cap Stock Index Fund Investor Sha | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Scholar's Edge Conservative Portfolio A | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
DISSX DISSX- BNY Mellon Small Cap Stock Index Fund Investor Sha | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
PESPX PESPX- BNY Mellon MidCap Index Fund Investor Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- HLIEX-JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- AIG Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- RERCX-American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2023 |
- Scholar's Edge Conservative Portfolio A | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2023 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2023 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2023 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2023 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2023 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2023 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2023 |
- Congressional Federal Credit Union | None (or less than $1,001) | Child | None (or less than $201) | None, | 2023 |
- Congressional Federal Credit Union | None (or less than $1,001) | Child | None (or less than $201) | None, | 2023 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2023 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2023 |
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2023 | |||
- Julie Heinrich IRA | Spouse | 2023 | |||
- Martin Heinrich IRA | Self | 2023 | |||
- Martin Heinrich IRA | Self | 2023 | |||
- Empower Retirement | Spouse | 2023 | |||
- Scholar's Edge 529 | Spouse | 2023 | |||
- Julie Heinrich IRA | Spouse | 2023 | |||
- Scholar's Edge 529 | Spouse | 2023 | |||
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2023 | |||
- Empower Retirement | Spouse | 2023 | |||
- Congressional Federal Credit Union | $100,001 - $250,000 | Self | None (or less than $201) | Interest, | 2022 |
- Public Employees Retirement Association of New Mexico | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2022 |
- JPMCB SmartRetirement DRE 2040 Fund-CF-A | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2022 |
- Scholar's Edge Today Portfolio A | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2022 |
- Congressional Federal Credit Union | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2022 |
- Public Employees Retirement Association of New Mexico | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
- Scholar's Edge Conservative Portfolio A | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
- RERCX-American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
DISSX DISSX- BNY Mellon Small Cap Stock Index Fund Investor Sha | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
- AIG Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
- HLIEX-JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
PESPX PESPX- BNY Mellon MidCap Index Fund Investor Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2022 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2022 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2022 |
- Congressional Federal Credit Union | None (or less than $1,001) | Child | None (or less than $201) | None, | 2022 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2022 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2022 |
- Julie Heinrich IRA | Spouse | 2022 | |||
- Scholar's Edge 529 | Spouse | 2022 | |||
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2022 | |||
- Empower Retirement | Spouse | 2022 | |||
- Martin Heinrich IRA | Self | 2022 | |||
- Public Employees Retirement Association of New Mexico | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2021 |
- Scholar's Edge 2020-2021 Portfolio A | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2021 |
- Congressional Federal Credit Union | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2021 |
- Public Employees Retirement Association of New Mexico | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
- JPMCB SmartRetirement DRE 2040 Fund-CF-A | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2021 |
- Scholar's Edge Conservative Portfolio A | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2021 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Child | None (or less than $201) | None, | 2021 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- RERCX-American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- AIG Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- HLIEX-JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
PESPX PESPX- BNY Mellon MidCap Index Fund Investor Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
DISSX DISSX- BNY Mellon Small Cap Stock Index Fund Investor Sha | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2021 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2021 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2021 |
- Martin Heinrich IRA | Self | 2021 | |||
- Empower Retirement | Spouse | 2021 | |||
- Scholar's Edge 529 | Spouse | 2021 | |||
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2021 | |||
- Julie Heinrich IRA | Spouse | 2021 | |||
- Public Employees Retirement Association of New Mexico | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2020 |
- Scholar's Edge 2020-2021 Portfolio A | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2020 |
- Public Employees Retirement Association of New Mexico | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
- JPMCB SmartRetirement DRE 2040 Fund-CF-A | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2020 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- Scholar's Edge Conservative Portfolio A | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
PESPX PESPX- BNY Mellon MidCap Index Fund Investor Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2020 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2020 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- AIG Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
- HLIEX-JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
DISSX DISSX- BNY Mellon Small Cap Stock Index Fund Investor Sha | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
- RERCX-American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2020 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2020 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2020 |
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2020 | |||
- Scholar's Edge 529 | Spouse | 2020 | |||
- Martin Heinrich IRA | Self | 2020 | |||
- Julie Heinrich IRA | Spouse | 2020 | |||
- Empower Retirement | Spouse | 2020 | |||
- Public Employees Retirement Association of New Mexico | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2019 |
- Age Based Portfolio 30A | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2019 |
- Congressional Federal Credit Union | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2019 |
- Public Employees Retirement Association of New Mexico | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
- PESPX-Dreyfus MidCap Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
- DISSX-Dreyfus Small Cap Stock Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
- RERCX-American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
- VALIC Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
- HLIEX-JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2019 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
- Portfolio 40A | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- JPMCB SmartRetirement DRE 2040 Fund-CF-A | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2019 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2019 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2019 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2019 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2019 |
- U.S. Eagle Federal Credit Union | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2019 |
- Empower Retirement | Spouse | 2019 | |||
- Martin Heinrich IRA | Self | 2019 | |||
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2019 | |||
- Julie Heinrich IRA | Spouse | 2019 | |||
- Scholar's Edge 529 | Spouse | 2019 | |||
- Public Employees Retirement Association of New Mexico | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2018 |
- Age Based Portfolio 40A | $50,001 - $100,000 | Spouse | None (or less than $201) | None, | 2018 |
- Public Employees Retirement Association of New Mexico | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2018 |
- Congressional Federal Credit Union | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2018 |
- RERCX-American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2018 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2018 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2018 |
- VALIC Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2018 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2018 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2018 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2018 |
- FNIAX-Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2018 |
- HLIEX-JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2018 |
- PESPX-Dreyfus MidCap Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2018 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2018 |
- DISSX-Dreyfus Small Cap Stock Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2018 |
- FSCDX-Fidelity Advisor Small Cap A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2018 |
- U.S. Eagle Federal Credit Union | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2018 |
- FDAGX-Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2018 |
- FSTAX-Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2018 |
- FIIAX-Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2018 |
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2018 | |||
- Scholar's Edge 529 | Spouse | 2018 | |||
- Martin Heinrich IRA | Self | 2018 | |||
- Julie Heinrich IRA | Spouse | 2018 | |||
- Public Employees Retirement Association of New Mexico | $100,001 - $250,000 | Spouse | None (or less than $201) | None, | 2017 |
- Congressional Federal Credit Union | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2017 |
- Age Based Portfolio 40A (Ages 12-14) | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2017 |
- Public Employees Retirement Association of New Mexico | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2017 |
FNIAX FNIAX- Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2017 |
FSTAX FSTAX- Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Interest, Capital Gains, | 2017 |
FSCDX FSCDX- Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Capital Gains, | 2017 |
FIIAX FIIAX- Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
FDAGX FDAGX- Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
PESPX PESPX- Dreyfus MidCap Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
DISSX DISSX- Dreyfus Small Cap Stock Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
RERCX RERCX- American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- VALIC Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2017 |
- HLIEX-JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
FSTAX FSTAX- Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, Capital Gains, | 2017 |
FDAGX FDAGX- Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
FNIAX FNIAX- Fidelity Advisor New Insights A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
FSCDX FSCDX- Fidelity Advisor Small Cap A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
FIIAX FIIAX- Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- U.S. Eagle Federal Credit Union | None (or less than $1,001) | Self | None (or less than $201) | Dividends, | 2017 |
- Martin Heinrich IRA | Self | 2017 | |||
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2017 | |||
- Scholar's Edge 529 | Spouse | None, | 2017 | ||
- Julie Heinrich IRA | Spouse | 2017 | |||
- Scholar's Edge 529 | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2016 |
- Congressional Federal Credit Union | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2016 |
- Scholar's Edge 529 | $15,001 - $50,000 | Spouse | None, | 2016 | |
- Age Based Portfolio 40A (Ages 12-14) | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2016 |
- Scholar's Edge 529 | $15,001 - $50,000 | Spouse | None, | 2016 | |
- Congressional Federal Credit Union | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, | 2016 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2016 |
FNIAX FNIAX- Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
DISSX DISSX- Dreyfus Small Cap Stock Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
PESPX PESPX- Dreyfus MidCap Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
RERCX RERCX- American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
- HLIEX-JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
PESPX PESPX- Dreyfus MidCap Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FSTAX FSTAX- Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Interest, Capital Gains, | 2016 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
FNIAX FNIAX- Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FSTAX FSTAX- Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Interest, Capital Gains, | 2016 |
FSCDX FSCDX- Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Capital Gains, | 2016 |
FIIAX FIIAX- Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FDAGX FDAGX- Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FSCDX FSCDX- Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Capital Gains, | 2016 |
FIIAX FIIAX- Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FDAGX FDAGX- Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
RERCX RERCX- American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
PESPX PESPX- Dreyfus MidCap Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FDAGX FDAGX- Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
DISSX DISSX- Dreyfus Small Cap Stock Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
RERCX RERCX- American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
- VALIC Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2016 |
- HLIEX-JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FIIAX FIIAX- Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
DISSX DISSX- Dreyfus Small Cap Stock Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FSCDX FSCDX- Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Capital Gains, | 2016 |
- VALIC Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2016 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2016 |
FSTAX FSTAX- Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Interest, Capital Gains, | 2016 |
FNIAX FNIAX- Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
- VALIC Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2016 |
- HLIEX-JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
- NM Federal Employees Credit Union | None (or less than $1,001) | Self | None (or less than $201) | Dividends, | 2016 |
FNIAX FNIAX- Fidelity Advisor New Insights A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FSCDX FSCDX- Fidelity Advisor Small Cap A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FSTAX FSTAX- Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, Capital Gains, | 2016 |
- U.S. Eagle Federal Credit Union | None (or less than $1,001) | Self | None (or less than $201) | Dividends, | 2016 |
FDAGX FDAGX- Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FNIAX FNIAX- Fidelity Advisor New Insights A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FSCDX FSCDX- Fidelity Advisor Small Cap A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FSTAX FSTAX- Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, Capital Gains, | 2016 |
FIIAX FIIAX- Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
- U.S. Eagle Federal Credit Union | None (or less than $1,001) | Self | None (or less than $201) | Dividends, | 2016 |
FDAGX FDAGX- Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FNIAX FNIAX- Fidelity Advisor New Insights A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FSCDX FSCDX- Fidelity Advisor Small Cap A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FSTAX FSTAX- Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, Capital Gains, | 2016 |
FIIAX FIIAX- Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FIIAX FIIAX- Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
FDAGX FDAGX- Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
- Julie Heinrich IRA | Spouse | 2016 | |||
- Martin Heinrich IRA | Self | 2016 | |||
- Martin Heinrich IRA | Self | 2016 | |||
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2016 | |||
- Martin Heinrich IRA | Self | 2016 | |||
- Julie Heinrich IRA | Spouse | 2016 | |||
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2016 | |||
- Julie Heinrich IRA | Spouse | 2016 | |||
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2016 | |||
- Residential Rental Property | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2015 |
- Scholar's Edge 529 | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2015 |
- Scholar's Edge 529 | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2015 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2015 |
FNIAX FNIAX- Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
FSTAX FSTAX- Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Interest, Capital Gains, | 2015 |
FSCDX FSCDX- Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Capital Gains, | 2015 |
FIIAX FIIAX- Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
FDAGX FDAGX- Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
- NM Federal Employees Credit Union | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
PESPX PESPX- Dreyfus MidCap Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
DISSX DISSX- Dreyfus Small Cap Stock Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
RERCX RERCX- American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
- VALIC Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2015 |
HLIEX HLIEX- JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2015 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2015 |
FNIAX FNIAX- Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
FSTAX FSTAX- Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Interest, Capital Gains, | 2015 |
FSCDX FSCDX- Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Capital Gains, | 2015 |
FIIAX FIIAX- Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
FDAGX FDAGX- Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
PESPX PESPX- Dreyfus MidCap Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
DISSX DISSX- Dreyfus Small Cap Stock Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
RERCX RERCX- American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
- VALIC Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2015 |
- HLIEX-JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
FDAGX FDAGX- Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
FNIAX FNIAX- Fidelity Advisor New Insights A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
FSCDX FSCDX- Fidelity Advisor Small Cap A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
FSTAX FSTAX- Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, Capital Gains, | 2015 |
FIIAX FIIAX- Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
FSTAX FSTAX- Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, Capital Gains, | 2015 |
FIIAX FIIAX- Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
- NM Federal Employees Credit Union | None (or less than $1,001) | Self | None (or less than $201) | Dividends, | 2015 |
FDAGX FDAGX- Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
FNIAX FNIAX- Fidelity Advisor New Insights A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
FSCDX FSCDX- Fidelity Advisor Small Cap A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2015 | |||
- Julie Heinrich IRA | Spouse | 2015 | |||
- Martin Heinrich IRA | Self | 2015 | |||
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2015 | |||
- Martin Heinrich IRA | Self | 2015 | |||
- Julie Heinrich IRA | Spouse | 2015 | |||
- Residential Rental Property | $100,001 - $250,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2014 |
- Scholar's Edge 529 | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2014 |
DISSX DISSX- Dreyfus Small Cap Stock Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2014 |
RERCX RERCX- American Funds EuroPacific Gr R3 (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2014 |
- VALIC Fixed Interest Option | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2014 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, | 2014 |
FNIAX FNIAX- Fidelity Advisor New Insights A (NASDAQ) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2014 |
FSTAX FSTAX- Fidelity Advisor Strategic Income A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Interest, Capital Gains, | 2014 |
FSCDX FSCDX- Fidelity Advisor Small Cap A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Capital Gains, | 2014 |
FIIAX FIIAX- Fidelity Advisor Mid Cap II A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2014 |
FDAGX FDAGX- Fidelity Advisor Consumer Staples A (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2014 |
HLIEX HLIEX- JPMorgan Equity Income Select (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2014 |
- Congressional Federal Credit Union | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2014 |
- NM Federal Employees Credit Union | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, | 2014 |
PESPX PESPX- Dreyfus MidCap Index (NASDAQ) | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2014 |
FSCDX FSCDX- Fidelity Advisor Small Cap A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2014 |
FDAGX FDAGX- Fidelity Advisor Consumer Staples A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2014 |
FNIAX FNIAX- Fidelity Advisor New Insights A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2014 |
FSTAX FSTAX- Fidelity Advisor Strategic Income A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, Capital Gains, | 2014 |
FIIAX FIIAX- Fidelity Advisor Mid Cap II A (NASDAQ) | None (or less than $1,001) | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2014 |
- Julie Heinrich IRA | Spouse | 2014 | |||
- Julie Heinrich Defined Contribution Pension Plan | Spouse | 2014 | |||
- Martin Heinrich IRA | Self | 2014 |
Subscribe for Real-time updates, search & complete access