—
Net Worth Est.
$5.87MTrade volume
$0Total trades
-----Last Traded
----Excepted/Qualified Blind Trust
$3.75M
Real Property
$1.13M
Exchange Traded Funds (ETF)
$637.01K
Mutual Funds
$243.01K
Bank Accounts, Money Market Accounts and CDs
$75K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Peter G. Olson Excepted Trust [EQ]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Peter G. Olson Excepted Trust [EQ]Excepted/Qualified Blind Trust | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Excepted/Blind Trust | 2019 | |
- Rental Property [RP]Real Property | $500,001 - $1,000,000 | $5,001 - $15,000 | Rent | 2019 | |
- 529 Excepted Trust - dependent child 2 [EQ]Excepted/Qualified Blind Trust | $250,001 - $500,000 | 2019 | |||
- Rental Property [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2019 | |
- 529 Excepted Trust - dependent child 1 [EQ]Excepted/Qualified Blind Trust | $250,001 - $500,000 | 2019 | |||
- Bank of America Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2019 | |
IJR Brokerage Account 1 ⇒ IShares Core S&P Small Cap Fund (IJR) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2019 | |
PNSIX Brokerage Account 1 ⇒ T Rowe Price New Asia Fund (PNSIX) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
DFISX Brokerage Account 1 ⇒ DFA International Small Company (DFISX) [EF] DividendsExchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2019 | |
FFGIX Brokerage Account 1 ⇒ Fidelity Adv Global (FFGIX) [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2019 | |
FICDX Brokerage Account 1 ⇒ Fidelity Canada Fund (FICDX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2019 | |
FIREX Brokerage Account 1 ⇒ Fidelity International Real Estate Fund (FIREX) [MF] DividendsMutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2019 | |
EWJ Brokerage Account 1 ⇒ IShares MSCI Japan Index (EWJ) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2019 | |
PSOPX Brokerage Account 1 ⇒ JP Morgan Small Cap Value Fund Select (PSOPX) Dividends [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2019 | |
MISMX Brokerage Account 1 ⇒ Matthews Asia Small Co FD Inst (MISMX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2019 | |
MSMLX Brokerage Account 1 ⇒ Matthews Asia Small Companies Fund (MSMLX) [EF] DividendsExchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2019 | |
MIPTX Brokerage Account 1 ⇒ Matthews Pacific Tiger Institutional Fund (MIPTX) Dividends [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2019 | |
OANEX Brokerage Account 1 ⇒ Oakmark International Small Cap Fund (OANEX) Dividends [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1 - $200 | Capital Gains, | 2019 | |
TIDDX Brokerage Account 1 ⇒ T Rowe Price International Discovery Fund (TIDDX) Dividends [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2019 | |
TRNEX Brokerage Account 1 ⇒ T Rowe Price New Era Fund (TRNEX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2019 | |
VGELX Brokerage Account 1 ⇒ Vanguard Energy Fund Admiral Shares (VGELX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2019 | |
VEUSX Brokerage Account 1 ⇒ Vanguard Euro Stock Index Fund Admiral Shares Dividends (VEUSX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, | 2019 | |
VGSLX Brokerage Account 1 ⇒ Vanguard REIT Index Fund Admiral Shares (VGSLX) Dividends [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, | 2019 | |
VWSUX Brokerage Account 1 ⇒ Vanguard Short Term Tax Exempt Admiral Share (VWSUX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1 - $200 | Dividends | 2019 | |
MSUSX Peter IRA ⇒ Morgan Stanley US Real Estate Port 1 (MSUSX) [MF]Mutual Funds | $15,001 - $50,000 | 2019 | |||
TIRRX Peter IRA ⇒ T Rowe Price Real Estate I (TIRRX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- RiverSource Variable Universal Life Insurance [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2019 | |||
JGMAX IRA ⇒ Janus Triton Class A (JGMAX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
FIREX SEP IRA ⇒ Fidelity International Real Estate Fund (FIREX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
NBIAX Columbia Capital Allocation Moderate Aggressive Portfolio Class A (NBIAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
MSUAX Peter IRA ⇒ Morgan Stanley Intl Real Estate CL 1 (MSUAX) [MF]Mutual Funds | $1,001 - $15,000 | 2019 | |||
IJS Brokerage Account 1 ⇒ iShares S&P SmallCap 600 Value ETF (IJS) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
TRNEX Peter IRA ⇒ T Rowe Price New Era Fd I (TRNEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
TIRRX SEP IRA ⇒ T Rowe Price Real Estate (TIRRX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
FIREX Peter Roth IRA ⇒ Fidelity International Real Estate Fund (FIREX) [MF] DividendsMutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, | 2019 | |
VGSLX Peter Roth IRA ⇒ Vanguard Real Estate Index FD Admiral Shrs (VGSLX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
PRLAX Brokerage Account 1 ⇒ T Rowe Price Latin America Fund (PRLAX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
MALTX Brokerage Account 1 ⇒ Blackrock Latin America (MALTX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
VEUSX Nancy Roth IRA ⇒ Vanguard Euro STK Index FD Admiral Shrs (VEUSX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
DISVX Brokerage Account 1 ⇒ DFA International Small Cap Value (DISVX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
FFGIX Peter IRA ⇒ Fidelity Adv Global Commodity Stk 1 (FFGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
FIREX Peter IRA ⇒ Fidelity Intl Real Estate FD (FIREX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
EWA Brokerage Account 1 ⇒ IShares MSCI Australia Index Fund (EWA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2019 | |
FFGIX Nancy Roth IRA ⇒ Fidelity Adv Global Commodity STK 1 (FFGIX) [MF]Mutual Funds | $1 - $1,000 | $201 - $1,000 | Dividends | 2019 | |
MSUSX SEP IRA ⇒ Morgan Stanley US Real Estate Port 1 (MSUSX) [MF]Mutual Funds | None | Tax-Deferred | 2019 | ||
- Signal Hill Petroleum Inc. [PS]Stock (Not Publicly Traded) | Undetermined | $1,001 - $2,500 | Royalties | 2019 | |
DODIX Brokerage Account 1 ⇒ Dodge & Cox Income Fund (DODIX) [MF]Mutual Funds | None | $1 - $200 | Capital Gains, Dividends | 2019 | |
MSUAX SEP IRA ⇒ Morgan Stanley Intl Real Estate CL 1 (MSUAX) [MF]Mutual Funds | None | Tax-Deferred | 2019 | ||
MSUAX Brokerage Account 1 ⇒ Morgan Stanley International Real Estate Class I Dividends (MSUAX) [EF]Exchange Traded Funds (ETF) | None | $5,001 - $15,000 | Capital Gains, | 2019 | |
MSUAX Peter Roth IRA ⇒ Morgan Stanley Intl Real Estate Cl 1 (MSUAX) [MF]Mutual Funds | None | 2019 | |||
- Brea Canon Oil Co., Inc. [PS]Stock (Not Publicly Traded) | Undetermined | $1,001 - $2,500 | Royalties | 2019 | |
- Peter G. Olson Excepted Trust [EQ]Excepted/Qualified Blind Trust | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Excepted/Blind Trust | 2018 | |
- Rental Property [RP]Real Property | $500,001 - $1,000,000 | $5,001 - $15,000 | Rent | 2018 | |
- Rental Property [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2018 | |
- 529 Excepted Trust [EQ]Excepted/Qualified Blind Trust | $250,001 - $500,000 | 2018 | |||
- 529 Excepted Trust [EQ]Excepted/Qualified Blind Trust | $250,001 - $500,000 | 2018 | |||
IJR Brokerage Account 1 ⇒ IShares Core S&P Small Cap Fund (IJR) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2018 | |
VEUSX Brokerage Account 1 ⇒ Vanguard Euro Stock Index Fund Admiral Shares (VEUSX) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $2,501 - $5,000 | Dividends | 2018 | |
MSUSX Peter IRA ⇒ Morgan Stanley US Real Estate Port 1 (MSUSX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- Bank of America Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2018 | |
DFISX Brokerage Account 1 ⇒ DFA International Small Company (DFISX) [EF] DividendsExchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2018 | |
FFGIX Brokerage Account 1 ⇒ Fidelity Adv Global (FFGIX) [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2018 | |
FICDX Brokerage Account 1 ⇒ Fidelity Canada Fund (FICDX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2018 | |
EWJ Brokerage Account 1 ⇒ IShares MSCI Japan Index (EWJ) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2018 | |
PSOPX Brokerage Account 1 ⇒ JP Morgan Small Cap Value Fund Select (PSOPX) Dividends [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, | 2018 | |
MSMLX Brokerage Account 1 ⇒ Matthews Asia Small Companies Fund (MSMLX) Dividends [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, | 2018 | |
MIPTX Brokerage Account 1 ⇒ Matthews Pacific Tiger Institutional Fund Dividends (MIPTX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2018 | |
MSUAX Brokerage Account 1 ⇒ Morgan Stanley International Real Estate Class I (MSUAX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2018 | |
OANEX Brokerage Account 1 ⇒ Oakmark International Small Cap Fund (OANEX) Dividends [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, | 2018 | |
TIDDX Brokerage Account 1 ⇒ T Rowe Price International Discovery Fund Dividends (TIDDX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2018 | |
PNSIX Brokerage Account 1 ⇒ T Rowe Price New Asia Fund (PNSIX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2018 | |
VGELX Brokerage Account 1 ⇒ Vanguard Energy Fund Admiral Shares (VGELX) Dividends [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2018 | |
VGSLX Brokerage Account 1 ⇒ Vanguard REIT Index Fund Admiral Shares (VGSLX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | 2018 | |||
- RiverSource Variable Universal Life Insurance [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2018 | |||
FFGIX Peter IRA ⇒ Fidelity Adv Global Commodity Stk 1 (FFGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
PRLAX Brokerage Account 1 ⇒ T Rowe Price Latin America Fund (PRLAX) [EF] DividendsExchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2018 | |
MSUAX SEP IRA ⇒ Morgan Stanley Intl Real Estate CL 1 (MSUAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
TRNEX Brokerage Account 1 ⇒ T Rowe Price New Era Fund (TRNEX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2018 | |
MSUSX SEP IRA ⇒ Morgan Stanley US Real Estate Port 1 (MSUSX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
MSUAX Peter IRA ⇒ Morgan Stanley Intl Real Estate CL 1 (MSUAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
DODIX Brokerage Account 1 ⇒ Dodge & Cox Income Fund (DODIX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2018 | |
EWA Brokerage Account 1 ⇒ IShares MSCI Australia Index Fund (EWA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2018 | |
DISVX Brokerage Account 1 ⇒ DFA International Small Cap Value (DISVX) [EF] DividendsExchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2018 | |
PRNEX Peter IRA ⇒ T Rowe Price New Era Fd Inv (PRNEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
MSUAX Peter Roth IRA ⇒ Morgan Stanley Intl Real Estate Cl 1 (MSUAX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
VGSLX Peter Roth IRA ⇒ Vanguard Real Estate Index FD Admiral Shrs (VGSLX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2018 | |
MALTX Brokerage Account 1 ⇒ Blackrock Latin America (MALTX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
FFGIX Nancy Roth IRA ⇒ Fidelity Adv Global Commodity STK 1 (FFGIX) Dividends [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, | 2018 | |
VEUSX Nancy Roth IRA ⇒ Vanguard Euro STK Index FD Admiral Shrs (VEUSX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2018 | |
DFIHX Brokerage Account 1 ⇒ DFA One Year Fixed Income (DFIHX) [EF]Exchange Traded Funds (ETF) | None | $1 - $200 | Dividends | 2018 | |
- Signal Hill Petroleum Inc. [PS]Stock (Not Publicly Traded) | Undetermined | $1,001 - $2,500 | Royalties | 2018 | |
VWSUX Brokerage Account 1 ⇒ Vanguard Short Term Tax Exempt Admiral Share (VWSUX) [EF]Exchange Traded Funds (ETF) | None | $1 - $200 | Dividends | 2018 | |
MERFX Brokerage Account 1 ⇒ Merger Fund (MERFX) [EF]Exchange Traded Funds (ETF) | None | $201 - $1,000 | Capital Gains | 2018 | |
RYR1Z Brokerage Account 1 ⇒ Royce Total Return Fund (RYR1Z) [EF]Exchange Traded Funds (ETF) | None | $2,501 - $5,000 | Capital Gains, Dividends | 2018 | |
DMREX Brokerage Account 1 ⇒ DFA Muni Real Return (DMREX) [MF]Mutual Funds | None | $1 - $200 | Capital Gains, Dividends | 2018 | |
- Brea Canon Oil Co., Inc. [PS]Stock (Not Publicly Traded) | Undetermined | $1,001 - $2,500 | Royalties | 2018 | |
FFRHX Brokerage Account 1 ⇒ Fidelity Floating Rate High Income Fund (FFRHX) Dividends [EF]Exchange Traded Funds (ETF) | None | $201 - $1,000 | Capital Gains, | 2018 | |
- 529 Excepted Trust [EQ]Excepted/Qualified Blind Trust | $250,001 - $500,000 | 2017 | |||
- Rental Property [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2017 | |
- 529 Excepted Trust [EQ]Excepted/Qualified Blind Trust | $250,001 - $500,000 | 2017 | |||
- 529 Excepted Trust [EQ]Excepted/Qualified Blind Trust | $250,001 - $500,000 | 2017 | |||
- 529 Excepted Trust [EQ]Excepted/Qualified Blind Trust | $250,001 - $500,000 | 2017 | |||
VEUSX Brokerage Account 1 ⇒ Vanguard Euro Stock Index Fund Admiral Shares (VEUSX) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2017 | |
- Brokerage Account 1 ⇒ Vanguard Euro Stock Index Fund Admiral Shares [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2017 | |
- Brokerage Account 1 ⇒ Matthews Pacific Tiger Institutional Fund [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
IJR Brokerage Account 1 ⇒ IShares Core S&P Small Cap Fund (IJR) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2017 | |
- Brokerage Account 1 ⇒ T Rowe Price New Asia Fund [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
- Brokerage Account 1 ⇒ IShares Core S&P Small Cap Fund [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2017 | |
EWJ Brokerage Account 1 ⇒ IShares MSCI Japan Index (EWJ) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- RiverSource Variable Universal Life Insurance [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2017 | |||
- RiverSource Variable Universal Life Insurance [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2017 | |||
MSUSX IRA ⇒ Morgan Stanley US Real Estate Portfolio I (MSUSX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
MSUSX IRA ⇒ Morgan Stanley US Real Estate Portfolio I (MSUSX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
JGMAX IRA ⇒ Janus Triton Class A (JGMAX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
JGMAX IRA ⇒ Janus Triton Class A (JGMAX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Brokerage Account 1 ⇒ Vanguard REIT Index Fund Admiral Shares [EF] DividendsExchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2017 | |
VGSLX Brokerage Account 1 ⇒ Vanguard REIT Index Fund Admiral Shares (VGSLX) Dividends [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2017 | |
- Brokerage Account 1 ⇒ Vanguard Energy Fund Admiral Shares [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2017 | |
- Brokerage Account 1 ⇒ JP Morgan Small Cap Value Fund [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
PSOPX Brokerage Account 1 ⇒ JP Morgan Small Cap Value Fund Select (PSOPX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1 - $200 | Dividends | 2017 | |
- Brokerage Account 1 ⇒ Matthews Asia Small Companies Fund [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
PRNEX Brokerage Account 1 ⇒ T Rowe Price New Era Fund (PRNEX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
MSMLX Brokerage Account 1 ⇒ Matthews Asia Small Companies Fund (MSMLX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1 - $200 | Dividends | 2017 | |
MIPTX Brokerage Account 1 ⇒ Matthews Pacific Tiger Institutional Fund (MIPTX) [EF] DividendsExchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2017 | |
VGELX Brokerage Account 1 ⇒ Vanguard Energy Fund Admiral Shares (VGELX) [EF] DividendsExchange Traded Funds (ETF) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, | 2017 | |
- Brokerage Account 1 ⇒ Morgan Stanley International Real Estate [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2017 | |
- Brokerage Account 1 ⇒ T Rowe Price New Era Fund [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- Brokerage Account 1 ⇒ Oakmark International Small Cap Fund [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
OAKEX Brokerage Account 1 ⇒ Oakmark International Small Cap Fund (OAKEX) [EF] DividendsExchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2017 | |
PRASX Brokerage Account 1 ⇒ T Rowe Price New Asia Fund (PRASX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
- Bank of America Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
SWQXX Brokerage Account 1 ⇒ Schwab Advance Cash Reserve (SWQXX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1 - $200 | Dividends | 2017 | |
- Brokerage Account 1 ⇒ Schwab Advance Cash Reserve [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1 - $200 | Dividends | 2017 | |
FFGIX Brokerage Account 1 ⇒ Fidelity Adv Global (FFGIX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- Brokerage Account 1 ⇒ T Rowe Price International Discovery Fund [EF] DividendsExchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2017 | |
PRIDX Brokerage Account 1 ⇒ T Rowe Price International Discovery Fund (PRIDX) Dividends [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2017 | |
- Brokerage Account 1 ⇒ Fidelity Advantage Global [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
- Brokerage Account 1 ⇒ Fidelity Canada Fund [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
FICDX Brokerage Account 1 ⇒ Fidelity Canada Fund (FICDX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- Brokerage Account 1 ⇒ DFA International Small Company [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
DFISX Brokerage Account 1 ⇒ DFA International Small Company (DFISX) [EF] DividendsExchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2017 | |
- Brokerage Account 1 ⇒ IShares MSCI Australia Index Fund [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2017 | |
- Brokerage Account 1 ⇒ IShares MSCI Japan Index [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
- IRA ⇒ Fidelity Advisor Global Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Brokerage Account 1 ⇒ T Rowe Price Latin America Fund [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
- Bank of America Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2017 | |
- Brokerage Account 1 ⇒ Blackrock Latin America [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
MALTX Brokerage Account 1 ⇒ Blackrock Latin America (MALTX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
- Brokerage Account 1 ⇒ DFA International Small Cap Value [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
DISVX Brokerage Account 1 ⇒ DFA International Small Cap Value (DISVX) [EF] DividendsExchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2017 | |
- Brokerage Account 1 ⇒ DFA Muni Real Return [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2017 | |
DMREX Brokerage Account 1 ⇒ DFA Muni Real Return (DMREX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2017 | |
- Brokerage Account 1 ⇒ DFA One Year Fixed Income [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
DFIHX Brokerage Account 1 ⇒ DFA One Year Fixed Income (DFIHX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- Brokerage Account 1 ⇒ Dodge & Cox Income Fund [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
DODIX Brokerage Account 1 ⇒ Dodge & Cox Income Fund (DODIX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- Brokerage Account 1 ⇒ Fidelity Floating Rate High Income Fund [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Dividends | 2017 | ||
FFRHX Brokerage Account 1 ⇒ Fidelity Floating Rate High Income Fund (FFRHX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
EWA Brokerage Account 1 ⇒ IShares MSCI Australia Index Fund (EWA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2017 | |
- Brokerage Account 1 ⇒ Merger Fund [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
MERFX Brokerage Account 1 ⇒ Merger Fund (MERFX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2017 | |
MSUSX Brokerage Account 1 ⇒ Morgan Stanley US Real Estate Portfolio I (MSUSX) Dividends [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2017 | |
- Brokerage Account 1 ⇒ Royce Total Return Fund [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
RYR1Z Brokerage Account 1 ⇒ Royce Total Return Fund (RYR1Z) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
SPY Brokerage Account 1 ⇒ SPDR S&P 500 (SPY) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2017 | |
PRLAX Brokerage Account 1 ⇒ T Rowe Price Latin America Fund (PRLAX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
VWSUX Brokerage Account 1 ⇒ Vanguard Short Term Tax Exempt Admiral Share (VWSUX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2017 | |||
- Brokerage Account 1 ⇒ Vanguard Short Term Tax Exempt Admiral Shares [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2017 | |||
NBIAX Columbia Capital Allocation Moderate Aggressive Portfolio Class A (NBIAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
NBIAX Columbia Capital Allocation Moderate Aggressive Portfolio Class A (NBIAX) [MF]Mutual Funds | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2017 | |
- IRA ⇒ Fidelity Advisor Global Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
MSUAX IRA ⇒ Morgan Stanley International Real Estate Class I (MSUAX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
MSUAX IRA ⇒ Morgan Stanley International Real Estate Class I (MSUAX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
PRNEX IRA ⇒ T Rowe Price New Era Fund (PRNEX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
PRNEX IRA ⇒ T Rowe Price New Era Fund (PRNEX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
VEUSX IRA ⇒ Vanguard Euro Stock Index Fund Admiral Shares (VEUSX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
VEUSX IRA ⇒ Vanguard Euro Stock Index Fund Admiral Shares (VEUSX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
VGSLX IRA ⇒ Vanguard REIT Index Fund Admiral Shares (VGSLX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
VGSLX IRA ⇒ Vanguard REIT Index Fund Admiral Shares (VGSLX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
VGELX IRA ⇒ Vanguard Energy Fund Admiral Shares (VGELX) [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- Brokerage Account 1 ⇒ SPDR S&P 500 [EF]Exchange Traded Funds (ETF) | None | $2,501 - $5,000 | Capital Gains, Dividends | 2017 | |
- Signal Hill Petroleum Inc. [PS]Stock (Not Publicly Traded) | Undetermined | $1,001 - $2,500 | Royalties | 2017 | |
- Signal Hill Petroleum Inc. [PS]Stock (Not Publicly Traded) | Undetermined | $1,001 - $2,500 | Royalties | 2017 | |
RYP1Z Brokerage Account 1 ⇒ Royce Premier Fund (RYP1Z) [EF]Exchange Traded Funds (ETF) | None | $1 - $200 | Capital Gains | 2017 | |
- Brea Canon Oil Co., Inc. [PS]Stock (Not Publicly Traded) | Undetermined | $1,001 - $2,500 | Royalties | 2017 | |
- Brea Canon Oil Co., Inc. [PS]Stock (Not Publicly Traded) | Undetermined | $1,001 - $2,500 | Royalties | 2017 | |
- Peter G. Olson Excepted Trust [EQ]Excepted/Qualified Blind Trust | Undetermined | $15,001 - $50,000 | Excepted/Blind Trust | 2017 | |
- Peter G. Olson Excepted Trust [EQ]Excepted/Qualified Blind Trust | Undetermined | $15,001 - $50,000 | Excepted/Blind Trust | 2017 | |
EPP Brokerage Account 1 ⇒ IShares MSCI Pacific Ex-Japan (EPP) [EF]Exchange Traded Funds (ETF) | None | $1,001 - $2,500 | Capital Gains | 2017 | |
JRBSX Brokerage Account 1 ⇒ JPMorgan Inflation Managed Bond Fund Select Class (JRBSX) [EF]Exchange Traded Funds (ETF) | None | $1 - $200 | Dividends | 2017 | |
MSUAX Brokerage Account 1 ⇒ Morgan Stanley International Real Estate Class I (MSUAX) [EF]Exchange Traded Funds (ETF) | None | $201 - $1,000 | Dividends | 2017 | |
RYPRX Brokerage Account 1 ⇒ Royce Premier Fund (RYPRX) [EF]Exchange Traded Funds (ETF) | None | $1,001 - $2,500 | Capital Gains | 2017 | |
- 529 Excepted Trust | $250,001 - $500,000 | 2016 | |||
- 529 Excepted Trust | $250,001 - $500,000 | 2016 | |||
VEUSX Brokerage Account 1 ⇒ Vanguard Euro Stock Index Fund Admiral Shares (VEUSX) | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2016 | |
IJR Brokerage Account 1 ⇒ IShares Core S&P Small Cap Fund (IJR) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2016 | |
DFISX Brokerage Account 1 ⇒ DFA International Small Company (DFISX) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
VGSLX Brokerage Account 1 ⇒ Vanguard REIT Index Fund Admiral Shares (VGSLX) Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2016 | |
PRNEX Brokerage Account 1 ⇒ T Rowe Price New Era Fund (PRNEX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2016 | |
FFGIX Brokerage Account 1 ⇒ Fidelity Adv Global (FFGIX) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
FICDX Brokerage Account 1 ⇒ Fidelity Canada Fund (FICDX) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
JGMAX IRA ⇒ Janus Triton Class A (JGMAX) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
EWJ Brokerage Account 1 ⇒ IShares MSCI Japan Index (EWJ) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
PSOPX Brokerage Account 1 ⇒ JP Morgan Small Cap Value Fund Select (PSOPX) | $15,001 - $50,000 | $1 - $200 | Dividends | 2016 | |
MSUSX IRA ⇒ Morgan Stanley US Real Estate Portfolio I (MSUSX) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
PRASX Brokerage Account 1 ⇒ T Rowe Price New Asia Fund (PRASX) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
OAKEX Brokerage Account 1 ⇒ Oakmark International Small Cap Fund (OAKEX) Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2016 | |
PRIDX Brokerage Account 1 ⇒ T Rowe Price International Discovery Fund (PRIDX) Dividends | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, | 2016 | |
MIPTX Brokerage Account 1 ⇒ Matthews Pacific Tiger Institutional Fund (MIPTX) Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2016 | |
SWQXX Brokerage Account 1 ⇒ Schwab Advance Cash Reserve (SWQXX) | $15,001 - $50,000 | $1 - $200 | Dividends | 2016 | |
- RiverSource Variable Universal Life Insurance | $15,001 - $50,000 | 2016 | |||
MSMLX Brokerage Account 1 ⇒ Matthews Asia Small Companies Fund (MSMLX) | $15,001 - $50,000 | $1 - $200 | Dividends | 2016 | |
VGELX Brokerage Account 1 ⇒ Vanguard Energy Fund Admiral Shares (VGELX) Dividends | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, | 2016 | |
- IRA ⇒ Fidelity Advisor Global Fund | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
PRLAX Brokerage Account 1 ⇒ T Rowe Price Latin America Fund (PRLAX) | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
- Bank of America Accounts | $1,001 - $15,000 | $1 - $200 | Interest | 2016 | |
VWSUX Brokerage Account 1 ⇒ Vanguard Short Term Tax Exempt Admiral Share (VWSUX) | $1,001 - $15,000 | 2016 | |||
NBIAX Columbia Capital Allocation Moderate Aggressive Portfolio Class A (NBIAX) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
MSUAX IRA ⇒ Morgan Stanley International Real Estate Class I (MSUAX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
PRNEX IRA ⇒ T Rowe Price New Era Fund (PRNEX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
VEUSX IRA ⇒ Vanguard Euro Stock Index Fund Admiral Shares (VEUSX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
VGSLX IRA ⇒ Vanguard REIT Index Fund Admiral Shares (VGSLX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
MALTX Brokerage Account 1 ⇒ Blackrock Latin America (MALTX) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
DISVX Brokerage Account 1 ⇒ DFA International Small Cap Value (DISVX) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
DMREX Brokerage Account 1 ⇒ DFA Muni Real Return (DMREX) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2016 | |
DFIHX Brokerage Account 1 ⇒ DFA One Year Fixed Income (DFIHX) | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
DODIX Brokerage Account 1 ⇒ Dodge & Cox Income Fund (DODIX) | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
FFRHX Brokerage Account 1 ⇒ Fidelity Floating Rate High Income Fund (FFRHX) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
EWA Brokerage Account 1 ⇒ IShares MSCI Australia Index Fund (EWA) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2016 | |
MERFX Brokerage Account 1 ⇒ Merger Fund (MERFX) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
MSUSX Brokerage Account 1 ⇒ Morgan Stanley US Real Estate Portfolio I (MSUSX) Dividends | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2016 | |
RYR1Z Brokerage Account 1 ⇒ Royce Total Return Fund (RYR1Z) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2016 | |
SPY Brokerage Account 1 ⇒ SPDR S&P 500 (SPY) | $1,001 - $15,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2016 | |
- Brea Canon Oil Co., Inc. | Undetermined | $1,001 - $2,500 | Royalties | 2016 | |
MSUAX Brokerage Account 1 ⇒ Morgan Stanley International Real Estate Class I (MSUAX) | None | $201 - $1,000 | Dividends | 2016 | |
RYP1Z Brokerage Account 1 ⇒ Royce Premier Fund (RYP1Z) | None | $1 - $200 | Capital Gains | 2016 | |
VGELX IRA ⇒ Vanguard Energy Fund Admiral Shares (VGELX) | None | Tax-Deferred | 2016 | ||
RYPRX Brokerage Account 1 ⇒ Royce Premier Fund (RYPRX) | None | $1,001 - $2,500 | Capital Gains | 2016 | |
EPP Brokerage Account 1 ⇒ IShares MSCI Pacific Ex-Japan (EPP) | None | $1,001 - $2,500 | Capital Gains | 2016 | |
JRBSX Brokerage Account 1 ⇒ JPMorgan Inflation Managed Bond Fund Select Class (JRBSX) | None | $1 - $200 | Dividends | 2016 | |
- Signal Hill Petroleum Inc. | Undetermined | $1,001 - $2,500 | Royalties | 2016 | |
- Peter G. Olson Excepted Trust | Undetermined | $15,001 - $50,000 | Excepted/Blind Trust | 2016 | |
- 529 Excepted Trust | $250,001 - $500,000 | 2015 | |||
- 529 Excepted Trust | $250,001 - $500,000 | 2015 | |||
VEUSX Brokerage Account 1 ⇒ Vanguard Euro Stock Index Fund Admiral Shares (VEUSX) | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2015 | |
IJR Brokerage Account 1 ⇒ IShares Core S&P Small Cap Fund (IJR) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2015 | |
VGELX Brokerage Account 1 ⇒ Vanguard Energy Fund Admiral Shares (VGELX) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2015 | |
SPY Brokerage Account 1 ⇒ SPDR S&P 500 (SPY) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2015 | |
DFISX Brokerage Account 1 ⇒ DFA International Small Company (DFISX) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
MSUSX IRA ⇒ Morgan Stanley US Real Estate Portfolio I (MSUSX) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
PRIDX Brokerage Account 1 ⇒ T Rowe Price International Discovery Fund (PRIDX) Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2015 | |
PSOPX Brokerage Account 1 ⇒ JP Morgan Small Cap Value Fund Select (PSOPX) Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2015 | |
- RiverSource Variable Universal Life Insurance | $15,001 - $50,000 | 2015 | |||
DFIHX Brokerage Account 1 ⇒ DFA One Year Fixed Income (DFIHX) | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
MSMLX Brokerage Account 1 ⇒ Matthews Asia Small Companies Fund (MSMLX) | $15,001 - $50,000 | $1 - $200 | Dividends | 2015 | |
MIPTX Brokerage Account 1 ⇒ Matthews Pacific Tiger Institutional Fund (MIPTX) Dividends | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, | 2015 | |
FICDX Brokerage Account 1 ⇒ Fidelity Canada Fund (FICDX) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
SWQXX Brokerage Account 1 ⇒ Schwab Advance Cash Reserve (SWQXX) | $15,001 - $50,000 | $1 - $200 | Dividends | 2015 | |
JGMAX IRA ⇒ Janus Triton Class A (JGMAX) | $15,001 - $50,000 | Tax-Deferred | 2015 | ||
OAKEX Brokerage Account 1 ⇒ Oakmark International Small Cap Fund (OAKEX) Dividends | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, | 2015 | |
PRASX Brokerage Account 1 ⇒ T Rowe Price New Asia Fund (PRASX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
VGSLX Brokerage Account 1 ⇒ Vanguard REIT Index Fund Admiral Shares (VGSLX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
MSUAX Brokerage Account 1 ⇒ Morgan Stanley International Real Estate Class I (MSUAX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
EWJ Brokerage Account 1 ⇒ IShares MSCI Japan Index (EWJ) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2015 | |
VGELX IRA ⇒ Vanguard Energy Fund Admiral Shares (VGELX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Bank of America Accounts | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
MALTX Brokerage Account 1 ⇒ Blackrock Latin America (MALTX) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
DISVX Brokerage Account 1 ⇒ DFA International Small Cap Value (DISVX) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
FFRHX Brokerage Account 1 ⇒ Fidelity Floating Rate High Income Fund (FFRHX) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
EPP Brokerage Account 1 ⇒ IShares MSCI Pacific Ex-Japan (EPP) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2015 | |
JRBSX Brokerage Account 1 ⇒ JPMorgan Inflation Managed Bond Fund Select Class (JRBSX) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
RYR1Z Brokerage Account 1 ⇒ Royce Total Return Fund (RYR1Z) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
PRLAX Brokerage Account 1 ⇒ T Rowe Price Latin America Fund (PRLAX) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
PRNEX Brokerage Account 1 ⇒ T Rowe Price New Era Fund (PRNEX) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
VWSUX Brokerage Account 1 ⇒ Vanguard Short Term Tax Exempt Admiral Share (VWSUX) | $1,001 - $15,000 | 2015 | |||
NBIAX Columbia Capital Allocation Moderate Aggressive Portfolio Class A (NBIAX) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
- IRA ⇒ Fidelity Advisor Global Fund | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
MSUAX IRA ⇒ Morgan Stanley International Real Estate Class I (MSUAX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
PRNEX IRA ⇒ T Rowe Price New Era Fund (PRNEX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
VEUSX IRA ⇒ Vanguard Euro Stock Index Fund Admiral Shares (VEUSX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
VGSLX IRA ⇒ Vanguard REIT Index Fund Admiral Shares (VGSLX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
MERFX Brokerage Account 1 ⇒ Merger Fund (MERFX) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
MSUSX Brokerage Account 1 ⇒ Morgan Stanley US Real Estate Portfolio I (MSUSX) Dividends | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2015 | |
RYPRX Brokerage Account 1 ⇒ Royce Premier Fund (RYPRX) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2015 | |
RYP1Z Brokerage Account 1 ⇒ Royce Premier Fund (RYP1Z) | $1 - $1,000 | 2015 | |||
- Signal Hill Petroleum Inc. | Undetermined | $1,001 - $2,500 | Royalties | 2015 | |
PIPFX IRA ⇒ Global Resources Fund (PIPFX) | None | Tax-Deferred | 2015 | ||
PIPFX Global Resources Fund (PIPFX) | None | $201 - $1,000 | Capital Gains, Dividends | 2015 | |
- Brea Canon Oil Co., Inc. | Undetermined | $1,001 - $2,500 | Royalties | 2015 | |
MAPTX Brokerage Account 1 ⇒ Matthews Pacific Tiger Fund (MAPTX) | None | 2015 | |||
EWA Brokerage Account 1 ⇒ IShares MSCI Australia Index Fund (EWA) | None | $201 - $1,000 | Dividends | 2015 | |
TXRIX Brokerage Account 1 ⇒ JP Morgan Tax Aware Real Return (TXRIX) | None | 2015 | |||
- Peter G. Olson Excepted Trust | Undetermined | $15,001 - $50,000 | Excepted/Blind Trust | 2015 | |
- 529 Excepted Trust | $250,001 - $500,000 | 2014 | |||
- 529 Excepted Trust | $250,001 - $500,000 | 2014 | |||
IJR Ishares Core s&P small Cap Fund (IJR) | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2014 | |
MAPTX Matthews Pacific Tiger Fund (MAPTX) | $50,001 - $100,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
sPY sPDR s&P 500 (sPY) | $50,001 - $100,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2014 | |
VEUsX Vanguard Euro stock Index Fund Admiral shares (VEUsX) | $50,001 - $100,000 | $5,001 - $15,000 | Dividends | 2014 | |
PRAsX T Rowe Price New Asia Fund (PRAsX) | $50,001 - $100,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
JGMAX IRA ⇒ Janus Triton Class A (JGMAX) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
PsOPX JP Morgan small Cap Value Fund select (PsOPX) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
TXRIX JP Morgan Tax Aware Real Return (TXRIX) | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2014 | |
MsMLX Matthews Asia small Companies Fund (MsMLX) | $15,001 - $50,000 | $1 - $200 | Dividends | 2014 | |
MsUAX Morgan stanley International Real Estate Class I (MsUAX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
PRNEX T Rowe Price New Era Fund (PRNEX) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2014 | |
MALTX Blackrock Latin America (MALTX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
NBIAX Columbia Capital Allocation Moderate Aggressive Portfolio Class A (NBIAX) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
DFIsX DFA International small Company (DFIsX) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2014 | |
DFIHX DFA One Year Fixed Income (DFIHX) | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2014 | |
FICDX Fidelity Canada Fund (FICDX) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
PIPFX Global Resources Fund (PIPFX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
OAKEX Oakmark International small Cap Fund (OAKEX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
- Riversource Variable Universal Life Insurance | $15,001 - $50,000 | 2014 | |||
sWQXX schwab Advance Cash Reserve (sWQXX) | $15,001 - $50,000 | $1 - $200 | Dividends | 2014 | |
PRIDX T Rowe Price International Discovery Fund (PRIDX) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
VGELX Vanguard Energy Fund Admiral shares (VGELX) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
VGsLX Vanguard REIT Index Fund Admiral shares (VGsLX) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2014 | |
MsUsX IRA ⇒ Morgan stanley Us Real Estate Portfolio I (MsUsX) | $15,001 - $50,000 | Tax-Deferred | 2014 | ||
EWJ Ishares MsCI Japan Index (EWJ) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2014 | |
VWsUX Vanguard short Term Tax Exempt Admiral share (VWsUX) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2014 | |
PIPFX IRA ⇒ Global Resources Fund (PIPFX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
PRNEX IRA ⇒ T Rowe Price New Era Fund (PRNEX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
RYPRX Royce Premier Fund (RYPRX) | $1,001 - $15,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2014 | |
RYR1Z Royce Total Return Fund (RYR1Z) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2014 | |
VGELX IRA ⇒ Vanguard Energy Fund Admiral shares (VGELX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
VEUsX IRA ⇒ Vanguard Euro stock Index Fund Admiral shares (VEUsX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
VGsLX IRA ⇒ Vanguard REIT Index Fund Admiral shares (VGsLX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
FFRHX Fidelity Floating Rate High Income Fund (FFRHX) | $1,001 - $15,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
- Bank of America Accounts | $1,001 - $15,000 | $1 - $200 | Interest | 2014 | |
DIsVX DFA International small Cap Value (DIsVX) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2014 | |
MERFX Merger Fund (MERFX) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2014 | |
MsUAX IRA ⇒ Morgan stanley International Real Estate Class I (MsUAX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
MsUsX Morgan stanley Us Real Estate Portfolio I (MsUsX) | $1,001 - $15,000 | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
EWA Ishares MsCI Australia Index Fund (EWA) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2014 | |
RYP1Z Royce Premier Fund (RYP1Z) | $1 - $1,000 | $1 - $200 | Capital Gains | 2014 | |
sWPPX schwab s&P 500 (sWPPX) | None | $15,001 - $50,000 | Capital Gains, Dividends | 2014 | |
PRLAX T Rowe Price Latin America Fund (PRLAX) | None | $1,001 - $2,500 | Capital Gains, Dividends | 2014 | |
PTsCX Forward International Fund (PTsCX) | None | $2,501 - $5,000 | Capital Gains, Dividends | 2014 | |
- Brea Canon Oil Co., Inc. | Undetermined | $2,501 - $5,000 | Royalties | 2014 | |
- Peter G. Olson Excepted Trust | Undetermined | $15,001 - $50,000 | Excepted/Blind Trust | 2014 | |
- signal Hill Petroleum Inc. | Undetermined | $2,501 - $5,000 | Royalties | 2014 | |
- 529 Excepted Trust | $250,001 - $500,000 | 2013 | |||
- 529 Excepted Trust | $250,001 - $500,000 | 2013 | |||
SPY SPDR S&P 500 (SPY) | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2013 | |
VESSX Vanguard Euro Stock Index Fund Signal Shares (VESSX) | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2013 | |
IJR IShares Core S&P Small Cap Fund (IJR) | $50,001 - $100,000 | $201 - $1,000 | Dividends | 2013 | |
PSPFX US Global Inv Global Resources Fund (PSPFX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
VGELX Vanguard Energy Fund Admiral Shares (VGELX) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2013 | |
SWQXX Schwab Advance Cash Reserve (SWQXX) | $15,001 - $50,000 | $1 - $200 | Dividends | 2013 | |
PRIDX T Rowe Price International Discovery Fund (PRIDX) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
PRASX T Rowe Price New Asia Fund (PRASX) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2013 | |
PRNEX T Rowe Price New Era Fund (PRNEX) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2013 | |
VGRSX Vanguard REIT Index Fund Signal (VGRSX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
VWSUX Vanguard Short Term Tax Exempt Admiral Share (VWSUX) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2013 | |
DFIHX DFA One Year Fixed Income (DFIHX) | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2013 | |
FICDX Fidelity Canada Fund (FICDX) | $15,001 - $50,000 | $1 - $200 | Capital Gains, Dividends | 2013 | |
JGMAX IRA ⇒ Janus Triton Class A (JGMAX) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
MSUSX IRA ⇒ Morgan Stanley US Real Estate Portfolio I (MSUSX) | $15,001 - $50,000 | Tax-Deferred | 2013 | ||
- Bank of America Accounts | $15,001 - $50,000 | $1 - $200 | Interest | 2013 | |
MALTX Blackrock Latin America (MALTX) | $15,001 - $50,000 | $1 - $200 | Dividends | 2013 | |
OAKEX Oakmark International Small Cap Fund (OAKEX) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2013 | |
AXMAX Columbia Portfolio Builder Moderate Aggressive Fund Class A (AXMAX) | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2013 | |
DFISX DFA International Small Company (DFISX) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2013 | |
EWJ IShares MSCI Japan Index (EWJ) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
PSOPX JP Morgan Small Cap Value Fund Select (PSOPX) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
MSMLX Matthews Asia Small Companies Fund (MSMLX) | $15,001 - $50,000 | $1 - $200 | Dividends | 2013 | |
MAPTX Matthews Pacific Tiger Fund (MAPTX) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains, Dividends | 2013 | |
MSUAX Morgan Stanley International Real Estate Class I (MSUAX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2013 | |
- RiverSource Variable Universal Life Insurance | $15,001 - $50,000 | 2013 | |||
PRNEX IRA ⇒ T Rowe Price New Era Fund (PRNEX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
MERFX Merger Fund (MERFX) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2013 | |
RYR1Z Royce Total Return Fund (RYR1Z) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, Dividends | 2013 | |
RYPRX Royce Premier Fund (RYPRX) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2013 | |
EWA IShares MSCI Australia Index Fund (EWA) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2013 | |
MSUSX Morgan Stanley US Real Estate Portfolio I (MSUSX) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2013 | |
TXRIX JP Morgan Tax Aware Real (TXRIX) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2013 | |
FFRHX Fidelity Floating Rate High Income Fund (FFRHX) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2013 | |
VESSX IRA ⇒ Vanguard Euro Stock Index Fund Signal Shares (VESSX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
PSPFX IRA ⇒ US Global Inv Global Resources Fund (PSPFX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
MSUAX IRA ⇒ Morgan Stanley International Real Estate Class I (MSUAX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
VGRSX IRA ⇒ Vanguard REIT Index Fund Signal (VGRSX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
RYP1Z Royce Premier Fund (RYP1Z) | $1 - $1,000 | $1 - $200 | Capital Gains | 2013 | |
LAVLX IRA ⇒ Lord Abbett Mid Cap Stock Class A (LAVLX) | None | Tax-Deferred | 2013 | ||
SUIEX JP Morgan US Real Estate (SUIEX) | None | $201 - $1,000 | Dividends | 2013 | |
- Peter G. Olson Excepted Trust | Undetermined | $15,001 - $50,000 | Excepted/Blind Trust | 2013 | |
- Brea Canon Oil Co., Inc. | Undetermined | $2,501 - $5,000 | Royalties | 2013 | |
LBNDX IRA ⇒ Lord Abbett Bond Debenture Fund Class A (LBNDX) | None | Tax-Deferred | 2013 | ||
- Signal Hill Petroleum Inc. | Undetermined | $2,501 - $5,000 | Royalties | 2013 |
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