—
Net Worth Est.
$6.44MTrade volume
$0Total trades
-----Last Traded
----Whole/Universal Insurance
$3.86M
Stocks
$1.3M
Mutual Funds
$817.51K
529 Prepaid Tuition Plan
$175K
Bank Accounts, Money Market Accounts and CDs
$137.01K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Kustoff Family Trust ⇒ Mass Mutual [WU]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Kustoff Family Trust ⇒ Mass Mutual [WU]Whole/Universal Insurance | $1,000,001 - $5,000,000 | 2023 | |||
- Kustoff Family Trust ⇒ Mass Mutual 2 [WU]Whole/Universal Insurance | $500,001 - $1,000,000 | 2023 | |||
- NH Portfolio 2024 (Fidelity Index) [MF]Mutual Funds | $250,001 - $500,000 | DC | Tax-Deferred | 2023 | |
AMZN Charles Schwab Rollover IRA ⇒ Amazon.com, Inc. (AMZN) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
VFIAX Fidelity Retail Account ⇒ Vanguard 500 Index Fund Admiral (VFIAX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2023 |
NFLX Fidelity SEP-IRA ⇒ Netflix, Inc. (NFLX) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
AAPL FIDELITY ROLLOVER IRA ⇒ Apple Inc. (AAPL) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
GOOGL Fidelity SEP-IRA ⇒ Alphabet Inc. - Class A (GOOGL) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
MSFT Charles Schwab Rollover IRA ⇒ Microsoft Corporation (MSFT) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- NH FIDELITY 500 INDEX [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2023 | |
COST FIDELITY ROLLOVER IRA ⇒ Costco Wholesale Corporation (COST) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
JNJ Fidelity Retail Account ⇒ Johnson & Johnson (JNJ) [ST]Stocks | $50,001 - $100,000 | JT | 2023 | ||
NEE Fidelity Retail Account ⇒ NextEra Energy, Inc. (NEE) [ST]Stocks | $50,001 - $100,000 | JT | 2023 | ||
K State of Tennessee 401(K) Plan ⇒ Vanguard Instl Trgt Retire 2040 Instl [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
HD Fidelity SEP-IRA ⇒ Home Depot, Inc. (HD) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Fidelity SEP-IRA ⇒ ISHARES NASDAQ BIOTECHNOLOGY ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Fidelity SEP-IRA ⇒ POWERSHARES QQQ TR UNIT SER 1 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Fidelity Traditional IRA ⇒ SPDR S&P 500 ETF TRUST UNIT SER 1 S&P [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Tennessee Consolidated Retirement System [DB]Defined Benefit Pension | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Mass Mutual Whole Life [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2023 | |||
TJX Charles Schwab Rollover IRA ⇒ TJX Companies, Inc. (TJX) [ST]Stocks | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2023 | |
- Mass Mutual Whole Life 3 [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2023 | |||
- Mass Mutual Whole Life 2 [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2023 | |||
- Charles Schwab Rollover IRA ⇒ Bank Sweep [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
BRK.B Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | 2023 | ||
BRK.B Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | 2023 | ||
T Fidelity Retail Account ⇒ AT&T Inc. (T) [ST]Stocks | $1,001 - $15,000 | JT | 2023 | ||
VDIGX Fidelity Retail Account ⇒ Vanguard Dividend Growth Fund (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2023 |
DIS Fidelity Retail Account ⇒ Walt Disney Company (DIS) [ST]Stocks | $1,001 - $15,000 | JT | 2023 | ||
WBD Fidelity Retail Account ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST]Stocks | $1,001 - $15,000 | JT | 2023 | ||
- FIDELITY ROLLOVER IRA ⇒ FIDELITY GOVERNMENT CASH RESERVES [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Fidelity Roth IRA ⇒ AMERICA NEW PERSPECTIVE CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Roth IRA ⇒ AMERICAN CAPITAL INCOME BUILDER CL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Roth IRA ⇒ AMERICAN EUROPACIFIC GROWTH CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Roth IRA ⇒ AMERICAN GROWTH FUND OF AMERICA CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Roth IRA ⇒ AMERICAN INVESTMENT CO OF AMERICA [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Roth IRA ⇒ AMERICAN WASHNTN MUTUAL INVESTRS CL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity SEP-IRA ⇒ Citibank Deposit IRA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Fidelity SEP-IRA ⇒ Truist Deposit IRA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Fidelity SEP-IRA ⇒ Wells Fargo Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Fidelity Traditional IRA ⇒ ALLIANZGI NFJ LARGE CAP VALUE CL - PNBAX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
XOM Raymond James UTMA Account ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2023 |
FDX Raymond James UTMA Account ⇒ FedEx Corporation (FDX) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
- BankTennessee Checking Account #2 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2023 |
- Fidelity Traditional IRA ⇒ FID STOCK SELECTOR LARGE CAP VALUE FD [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Traditional IRA ⇒ FIDELITY ADVISOR DIVERSIFIED INTL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Traditional IRA ⇒ FIDELITY BLUE CHIP GROWTH [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Traditional IRA ⇒ Fidelity Government Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Traditional IRA ⇒ FIDELITY NEW MILLENNIUM [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Traditional IRA ⇒ FIDELITY OVERSEAS [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT HEALTH CARE [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT TRANSPORT [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Traditional IRA ⇒ FIDELITY VALUE [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Traditional IRA ⇒ VANGUARD INDEX FDS MID CAP [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Fidelity Traditional IRA ⇒ Vanguard Index FDS Vanguard Total STK [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
BRK.B Fidelity UTMA Account (2) ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | 2023 | ||
XOM Fidelity UTMA Account (2) ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2023 |
FDX Fidelity UTMA Account (2) ⇒ FedEx Corporation (FDX) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
SPAXX Fidelity UTMA Account (2) ⇒ Fidelity Government Money Market Fund (SPAXX) [MF]Mutual Funds | $1,001 - $15,000 | DC | 2023 | ||
GE Fidelity UTMA Account (2) ⇒ General Electric Company (GE) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
VDIGX Fidelity UTMA Account (2) ⇒ Vanguard Dividend Growth Fund (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
- First Horizon Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- Kustoff Family Trust ⇒ BankTennessee [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
BRK.B Raymond James UTMA Account ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | 2023 | ||
- Mass Mutual Whole Life 4 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- BankTennessee Savings Account #1 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2023 |
- BankTennessee Savings Account #2 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2023 |
- Raymond James UTMA Account ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2023 | ||
VDIGX Raymond James UTMA Account ⇒ Vanguard Dividend Growth Fund Investor Class (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2023 |
- BankTennessee Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- BankTennessee Checking Account #1 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2023 |
GE Raymond James UTMA Account ⇒ General Electric Company (GE) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2023 |
T Raymond James UTMA Account ⇒ AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2023 |
- Fidelity Roth IRA ⇒ FIDELITY GOVERNMENT CASH [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
- KUSA LLC, 50% Interest [OT]Other | $1 - $1,000 | 2023 | |||
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Tactical Allocation Fund - GPTUX [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains | 2023 |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Growth Allocation Fund - GPSTX [MF]Mutual Funds | None | SP | $2,501 - $5,000 | Capital Gains | 2023 |
YOU Fidelity SEP-IRA ⇒ Clear Secure, Inc. Class A Common Stock (YOU) [ST]Stocks | None | 2023 | |||
- Traditional IRA GPS Accumulation, P5 ⇒ GuideMark Large Cap Core - GMLGX [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains | 2023 |
- Traditional IRA GPS Accumulation, P5 ⇒ Guidepath Absolute Return Alloc Service CL [MF]Mutual Funds | None | SP | 2023 | ||
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Managed Futures Strategy - GPMFX [MF]Mutual Funds | None | SP | 2023 | ||
- Kustoff Family Trust ⇒ Mass Mutual [WU]Whole/Universal Insurance | $1,000,001 - $5,000,000 | 2022 | |||
- Kustoff Family Trust ⇒ Mass Mutual 2 [WU]Whole/Universal Insurance | $500,001 - $1,000,000 | 2022 | |||
- NH Portfolio 2024 (Fidelity Index) [MF]Mutual Funds | $250,001 - $500,000 | DC | Tax-Deferred | 2022 | |
AAPL FIDELITY ROLLOVER IRA ⇒ Apple Inc. (AAPL) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
AMZN Charles Schwab Rollover IRA ⇒ Amazon.com, Inc. (AMZN) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
NFLX Fidelity SEP-IRA ⇒ Netflix, Inc. (NFLX) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
VFIAX Raymond James Retail Account ⇒ Vanguard 500 Index Fund Admiral (VFIAX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
NEE Raymond James Retail Account ⇒ NextEra Energy, Inc. (NEE) [ST]Stocks | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
GOOGL Fidelity SEP-IRA ⇒ Alphabet Inc. - Class A (GOOGL) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
MSFT Charles Schwab Rollover IRA ⇒ Microsoft Corporation (MSFT) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- NH FIDELITY 500 INDEX [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2022 | |
- Charles Schwab Rollover IRA ⇒ Deposit Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
HD Fidelity SEP-IRA ⇒ Home Depot, Inc. (HD) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Fidelity SEP-IRA ⇒ Truist Deposit IRA [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
K State of Tennessee 401(K) Plan ⇒ Vanguard Instl Trgt Retire 2040 Instl [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Charles Schwab Rollover IRA ⇒ Bank Sweep [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Fidelity SEP-IRA ⇒ ISHARES NASDAQ BIOTECHNOLOGY ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
JNJ Raymond James Retail Account ⇒ Johnson & Johnson (JNJ) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2022 |
T Raymond James Retail Account ⇒ AT&T Inc. (T) [ST]Stocks | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
AMZN Charles Schwab Rollover IRA ⇒ Amazon.com, Inc. (AMZN) [ST]Stocks | $15,001 - $50,000 | 2022 | |||
- Fidelity Traditional IRA ⇒ SPDR S&P 500 ETF TRUST UNIT SER 1 S&P [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
COST FIDELITY ROLLOVER IRA ⇒ Costco Wholesale Corporation (COST) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Tennessee Consolidated Retirement System [DB]Defined Benefit Pension | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Fidelity SEP-IRA ⇒ POWERSHARES QQQ TR UNIT SER 1 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Growth Allocation Fund - GPSTX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Mass Mutual Whole Life 2 [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2022 | |||
- Fidelity Traditional IRA ⇒ FID STOCK SELECTOR LARGE CAP VALUE FD [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Traditional IRA ⇒ FIDELITY ADVISOR DIVERSIFIED INTL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Traditional IRA ⇒ FIDELITY BLUE CHIP GROWTH [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Traditional IRA ⇒ Fidelity Government Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Traditional IRA ⇒ FIDELITY NEW MILLENNIUM [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Mass Mutual Whole Life 3 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
- Mass Mutual Whole Life 4 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
VDIGX Raymond James Retail Account ⇒ Vanguard Dividend Growth Fund (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2022 |
XOM Raymond James UTMA Account ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2022 |
- Fidelity Traditional IRA ⇒ FIDELITY OVERSEAS [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT HEALTH CARE [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT TRANSPORT [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Traditional IRA ⇒ FIDELITY VALUE [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Traditional IRA ⇒ VANGUARD INDEX FDS MID CAP [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Traditional IRA ⇒ Vanguard Index FDS Vanguard Total STK [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Kustoff Family Trust ⇒ BankTennessee [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2022 | |||
- Mass Mutual Whole Life [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
DIS Raymond James Retail Account ⇒ Walt Disney Company (DIS) [ST]Stocks | $1,001 - $15,000 | JT | 2022 | ||
- BankTennessee Checking Account #1 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2022 |
- BankTennessee Checking Account #2 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2022 |
- BankTennessee Savings Account #1 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2022 |
- BankTennessee Savings Account #2 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2022 |
BRK.B Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | 2022 | ||
BRK.B Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | 2022 | ||
- FIDELITY ROLLOVER IRA ⇒ FIDELITY GOVERNMENT CASH RESERVES [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Fidelity Roth IRA ⇒ AMERICA NEW PERSPECTIVE CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Roth IRA ⇒ AMERICAN CAPITAL INCOME BUILDER CL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Roth IRA ⇒ AMERICAN EUROPACIFIC GROWTH CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Roth IRA ⇒ AMERICAN GROWTH FUND OF AMERICA CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Roth IRA ⇒ AMERICAN INVESTMENT CO OF AMERICA [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity Roth IRA ⇒ AMERICAN WASHNTN MUTUAL INVESTRS CL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Fidelity SEP-IRA ⇒ Citibank Deposit IRA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Fidelity SEP-IRA ⇒ Wells Fargo Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Fidelity Traditional IRA ⇒ ALLIANZGI NFJ LARGE CAP VALUE CL - PNBAX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
WBD Raymond James Retail Account ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST]Stocks | $1,001 - $15,000 | JT | 2022 | ||
FDX Raymond James UTMA Account ⇒ FedEx Corporation (FDX) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2022 |
- Raymond James UTMA Account ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2022 | ||
VDIGX Raymond James UTMA Account ⇒ Vanguard Dividend Growth Fund Investor Class (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2022 |
BRK.B Raymond James UTMA Account (2) ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | 2022 | ||
XOM Raymond James UTMA Account (2) ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2022 |
FDX Raymond James UTMA Account (2) ⇒ FedEx Corporation (FDX) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2022 |
2 Raymond James UTMA Account (2) ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2022 | ||
VDIGX Raymond James UTMA Account (2) ⇒ Vanguard Dividend Growth Fund (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2022 |
- Traditional IRA GPS Accumulation, P5 ⇒ GuideMark Large Cap Core - GMLGX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Traditional IRA GPS Accumulation, P5 ⇒ Guidepath Absolute Return Alloc Service CL [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Managed Futures Strategy - GPMFX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Tactical Allocation Fund - GPTUX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- BankTennessee Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2022 |
BRK.B Raymond James UTMA Account ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | 2022 | ||
- First Horizon Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2022 |
T Raymond James UTMA Account ⇒ AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2022 |
- KUSA LLC, 50% Interest [OT]Other | $1 - $1,000 | 2022 | |||
GE Raymond James UTMA Account ⇒ General Electric Company (GE) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2022 |
GE Raymond James UTMA Account (2) ⇒ General Electric Company (GE) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2022 |
- Fidelity Roth IRA ⇒ FIDELITY GOVERNMENT CASH [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2022 | |
T Raymond James UTMA Account (2) ⇒ AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2022 |
GE Raymond James Retail Account ⇒ General Electric Company (GE) [ST]Stocks | None | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2022 |
AMD Charles Schwab Rollover IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST]Stocks | None | Tax-Deferred | 2022 | ||
- Fidelity SEP-IRA ⇒ SOXX [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2022 | ||
ROKU Fidelity SEP-IRA ⇒ Roku, Inc. - Class A (ROKU) [ST]Stocks | None | Tax-Deferred | 2022 | ||
XOM Raymond James Retail Account ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | None | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2022 |
- Charles Schwab Rollover IRA ⇒ ISHARES RUSSELL 2000 GROWTH ETF [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2022 | ||
- Charles Schwab Rollover IRA ⇒ FIRST TRUST NYSE ARCA BIOTECH ID ETF [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2022 | ||
- Kustoff Family Trust ⇒ Mass Mutual [WU]Whole/Universal Insurance | $1,000,001 - $5,000,000 | 2021 | |||
- Kustoff Family Trust ⇒ Mass Mutual 2 [WU]Whole/Universal Insurance | $500,001 - $1,000,000 | 2021 | |||
- NH Portfolio 2024 (Fidelity Index) [MF]Mutual Funds | $250,001 - $500,000 | DC | Tax-Deferred | 2021 | |
AAPL FIDELITY ROLLOVER IRA ⇒ Apple Inc. (AAPL) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
GOOGL Fidelity SEP-IRA ⇒ Alphabet Inc. - Class A (GOOGL) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
HD Fidelity SEP-IRA ⇒ Home Depot, Inc. (HD) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
NFLX Fidelity SEP-IRA ⇒ Netflix, Inc. (NFLX) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
VFIAX Raymond James Retail Account ⇒ Vanguard 500 Index Fund Admiral (VFIAX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- NH FIDELITY 500 INDEX [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2021 | |
AMZN Charles Schwab Rollover IRA ⇒ Amazon.com, Inc. (AMZN) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
MSFT Charles Schwab Rollover IRA ⇒ Microsoft Corporation (MSFT) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
NEE Raymond James Retail Account ⇒ NextEra Energy, Inc. (NEE) [ST]Stocks | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
COST FIDELITY ROLLOVER IRA ⇒ Costco Wholesale Corporation (COST) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Fidelity SEP-IRA ⇒ ISHARES NASDAQ BIOTECHNOLOGY ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
K State of Tennessee 401(K) Plan ⇒ Vanguard Instl Trgt Retire 2040 Instl [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Charles Schwab Rollover IRA ⇒ Deposit Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
JNJ Raymond James Retail Account ⇒ Johnson & Johnson (JNJ) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Fidelity SEP-IRA ⇒ POWERSHARES QQQ TR UNIT SER 1 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Fidelity SEP-IRA ⇒ SOXX [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- BankTennessee Checking Account #2 [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | DC | $1 - $200 | Interest | 2021 |
AMD Charles Schwab Rollover IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
T Raymond James Retail Account ⇒ AT&T Inc. (T) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Mass Mutual Whole Life 2 [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2021 | |||
- Fidelity Traditional IRA ⇒ SPDR S&P 500 ETF TRUST UNIT SER 1 S&P [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
ROKU Fidelity SEP-IRA ⇒ Roku, Inc. - Class A (ROKU) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
DIS Raymond James Retail Account ⇒ Walt Disney Company (DIS) [ST]Stocks | $15,001 - $50,000 | JT | 2021 | ||
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Growth Allocation Fund - GPSTX [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Tennessee Consolidated Retirement System [DB]Defined Benefit Pension | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT HEALTH CARE [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT TRANSPORT [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Mass Mutual Whole Life 3 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
- Mass Mutual Whole Life 4 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
BRK.B Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | 2021 | ||
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Tactical Allocation Fund - GPTUX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Traditional IRA ⇒ FIDELITY VALUE [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Traditional IRA ⇒ VANGUARD INDEX FDS MID CAP [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Traditional IRA ⇒ Vanguard Index FDS Vanguard Total STK [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Kustoff Family Trust ⇒ BankTennessee [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2021 | |||
- Mass Mutual Whole Life [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
VDIGX Raymond James Retail Account ⇒ Vanguard Dividend Growth Fund (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
- BankTennessee Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2021 |
- BankTennessee Checking Account #1 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2021 |
- BankTennessee Savings Account #1 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2021 |
- BankTennessee Savings Account #2 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2021 |
BRK.B Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | 2021 | ||
- FIDELITY ROLLOVER IRA ⇒ FIDELITY GOVERNMENT CASH RESERVES [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Fidelity Roth IRA ⇒ AMERICA NEW PERSPECTIVE CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Roth IRA ⇒ AMERICAN CAPITAL INCOME BUILDER CL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Roth IRA ⇒ AMERICAN EUROPACIFIC GROWTH CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Roth IRA ⇒ AMERICAN GROWTH FUND OF AMERICA CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Roth IRA ⇒ AMERICAN INVESTMENT CO OF AMERICA [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Roth IRA ⇒ AMERICAN WASHNTN MUTUAL INVESTRS CL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity SEP-IRA ⇒ Truist Deposit IRA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Fidelity SEP-IRA ⇒ Wells Fargo Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Fidelity Traditional IRA ⇒ ALLIANZGI NFJ LARGE CAP VALUE CL - PNBAX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Traditional IRA ⇒ FID STOCK SELECTOR LARGE CAP VALUE FD [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Traditional IRA ⇒ FIDELITY ADVISOR DIVERSIFIED INTL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Traditional IRA ⇒ FIDELITY BLUE CHIP GROWTH [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Traditional IRA ⇒ Fidelity Government Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Traditional IRA ⇒ FIDELITY NEW MILLENNIUM [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Fidelity Traditional IRA ⇒ FIDELITY OVERSEAS [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
BRK.B Raymond James UTMA Account ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | 2021 | ||
XOM Raymond James UTMA Account ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2021 |
FDX Raymond James UTMA Account ⇒ FedEx Corporation (FDX) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2021 |
- Raymond James UTMA Account ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2021 | ||
VDIGX Raymond James UTMA Account ⇒ Vanguard Dividend Growth Fund Investor Class (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2021 |
BRK.B Raymond James UTMA Account (2) ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | 2021 | ||
XOM Raymond James UTMA Account (2) ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2021 |
FDX Raymond James UTMA Account (2) ⇒ FedEx Corporation (FDX) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2021 |
2 Raymond James UTMA Account (2) ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2021 | ||
VDIGX Raymond James UTMA Account (2) ⇒ Vanguard Dividend Growth Fund (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2021 |
- Traditional IRA GPS Accumulation, P5 ⇒ GuideMark Large Cap Core - GMLGX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Managed Futures Strategy - GPMFX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- KUSA LLC, 50% Interest [OT]Other | $1 - $1,000 | 2021 | |||
T Raymond James UTMA Account ⇒ AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2021 |
- Fidelity Roth IRA ⇒ FIDELITY GOVERNMENT CASH [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2021 | |
- First Horizon Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2021 | ||
GE Raymond James UTMA Account ⇒ General Electric Company (GE) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2021 |
GE Raymond James UTMA Account (2) ⇒ General Electric Company (GE) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2021 |
T Raymond James UTMA Account (2) ⇒ AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2021 |
- Charles Schwab Rollover IRA ⇒ FIRST TRUST NYSE ARCA BIOTECH ID ETF [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2021 | ||
- Charles Schwab Rollover IRA ⇒ ISHARES RUSSELL 2000 GROWTH ETF [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2021 | ||
SBUX Fidelity SEP-IRA ⇒ Starbucks Corporation (SBUX) [ST]Stocks | None | Tax-Deferred | 2021 | ||
XOM Raymond James Retail Account ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | None | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- Charles Schwab Rollover IRA ⇒ VANGUARD TOTAL STOCK MARKET ETF [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2021 | ||
GE Raymond James Retail Account ⇒ General Electric Company (GE) [ST]Stocks | None | JT | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- Kustoff Family Trust ⇒ Mass Mutual [WU]Whole/Universal Insurance | $1,000,001 - $5,000,000 | Dividends | 2020 | ||
- Kustoff Family Trust ⇒ Mass Mutual 2 [WU]Whole/Universal Insurance | $250,001 - $500,000 | Dividends | 2020 | ||
- NH FIDELITY 500 INDEX [5P]529 Prepaid Tuition Plan | $250,001 - $500,000 | DC | Tax-Deferred | 2020 | |
VFIAX Raymond James Retail Account ⇒ Vanguard 500 Index Fund Admiral (VFIAX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
NEE Raymond James Retail Account ⇒ NextEra Energy, Inc. (NEE) [ST]Stocks | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
AMZN Charles Schwab Rollover IRA ⇒ Amazon.com, Inc. (AMZN) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
MSFT Charles Schwab Rollover IRA ⇒ Microsoft Corporation (MSFT) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
NFLX Fidelity SEP-IRA ⇒ Netflix, Inc. (NFLX) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- NH FIDELITY 500 INDEX [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2020 | |
AAPL FIDELITY ROLLOVER IRA ⇒ Apple Inc. (AAPL) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
GOOGL Fidelity SEP-IRA ⇒ Alphabet Inc. - Class A (GOOGL) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Fidelity SEP-IRA ⇒ ISHARES NASDAQ BIOTECHNOLOGY ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Fidelity SEP-IRA ⇒ Suntrust Deposit IRA [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
HD Fidelity SEP-IRA ⇒ Home Depot, Inc. (HD) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
JNJ Raymond James Retail Account ⇒ Johnson & Johnson (JNJ) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- Fidelity Traditional IRA ⇒ SPDR S&P 500 ETF TRUST UNIT SER 1 S&P [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
SBUX Fidelity SEP-IRA ⇒ Starbucks Corporation (SBUX) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Fidelity SEP-IRA ⇒ POWERSHARES QQQ TR UNIT SER 1 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Charles Schwab Rollover IRA ⇒ ISHARES RUSSELL 2000 GROWTH ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Charles Schwab Rollover IRA ⇒ FIRST TRUST NYSE ARCA BIOTECH ID ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Charles Schwab Rollover IRA ⇒ VANGUARD TOTAL STOCK MARKET ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
COST FIDELITY ROLLOVER IRA ⇒ Costco Wholesale Corporation (COST) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
K State of Tennessee 401(K) Plan ⇒ Vanguard Instl Trgt Retire 2040 Instl [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Tennessee Consolidated Retirement System [DB]Defined Benefit Pension | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
DIS Raymond James Retail Account ⇒ Walt Disney Company (DIS) [ST]Stocks | $15,001 - $50,000 | JT | 2020 | ||
XOM Raymond James Retail Account ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
T Raymond James Retail Account ⇒ AT&T Inc. (T) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2020 |
- BankTennessee Checking Account #2 [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | DC | $1 - $200 | Interest | 2020 |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Growth Allocation Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Fidelity SEP-IRA ⇒ Wells Fargo Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Fidelity Traditional IRA ⇒ ALLIANZGI NFJ LARGE CAP VALUE CL [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Traditional IRA ⇒ FID STOCK SELECTOR LARGE CAP VALUE FD [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Traditional IRA ⇒ FIDELITY ADVISOR DIVERSIFIED INTL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Traditional IRA ⇒ FIDELITY BLUE CHIP GROWTH [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Traditional IRA ⇒ Fidelity Government Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Traditional IRA ⇒ FIDELITY NEW MILLENNIUM [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Mass Mutual Whole Life 3 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
- Mass Mutual Whole Life 4 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
- BankTennessee Checking Account #1 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2020 | ||
- Mass Mutual Whole Life 2 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
BRK.B Raymond James UTMA Account (2) ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | 2020 | ||
XOM Raymond James UTMA Account (2) ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2020 |
FDX Raymond James UTMA Account (2) ⇒ FedEx Corporation (FDX) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
VDIGX Raymond James UTMA Account (2) ⇒ Vanguard Dividend Growth Fund (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
- Traditional IRA GPS Accumulation, P5 ⇒ GuideMark Large Cap Core - GMLGX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Managed Futures Strategy [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Tactical Allocation Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- BankTennessee Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2020 |
- BankTennessee Savings Account #1 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2020 |
- BankTennessee Savings Account #2 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2020 |
- Charles Schwab Rollover IRA ⇒ Deposit Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
- FIDELITY ROLLOVER IRA ⇒ FIDELITY GOVERNMENT CASH RESERVES [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Fidelity Roth IRA ⇒ AMERICA NEW PERSPECTIVE CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Roth IRA ⇒ AMERICAN CAPITAL INCOME BUILDER CL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Roth IRA ⇒ AMERICAN EUROPACIFIC GROWTH CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Roth IRA ⇒ AMERICAN GROWTH FUND OF AMERICA CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Roth IRA ⇒ AMERICAN INVESTMENT CO OF AMERICA [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Roth IRA ⇒ AMERICAN WASHNTN MUTUAL INVESTRS CL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Traditional IRA ⇒ FIDELITY OVERSEAS [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT HEALTH CARE [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT TRANSPORT [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Traditional IRA ⇒ FIDELITY VALUE [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Traditional IRA ⇒ VANGUARD INDEX FDS MID CAP [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Fidelity Traditional IRA ⇒ Vanguard Index FDS Vanguard Total STK [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- First Horizon Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2020 |
- Kustoff Family Trust ⇒ BankTennessee [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2020 | |||
- Mass Mutual Whole Life [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
GE Raymond James Retail Account ⇒ General Electric Company (GE) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
VDIGX Raymond James Retail Account ⇒ Vanguard Dividend Growth Fund (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
BRK.B Raymond James UTMA Account ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | 2020 | ||
XOM Raymond James UTMA Account ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2020 |
FDX Raymond James UTMA Account ⇒ FedEx Corporation (FDX) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
- Raymond James UTMA Account ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2020 |
VDIGX Raymond James UTMA Account ⇒ Vanguard Dividend Growth Fund Investor Class (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2020 |
T Raymond James UTMA Account (2) ⇒ AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2020 |
GE Raymond James UTMA Account ⇒ General Electric Company (GE) [ST]Stocks | $1 - $1,000 | DC | $201 - $1,000 | Dividends | 2020 |
- KUSA LLC, 50% Interest [OT]Other | $1 - $1,000 | 2020 | |||
T Raymond James UTMA Account ⇒ AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2020 |
GE Raymond James UTMA Account (2) ⇒ General Electric Company (GE) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2020 |
- Fidelity Roth IRA ⇒ FIDELITY GOVERNMENT CASH [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2020 | |
2 Raymond James UTMA Account (2) ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | $1 - $200 | Interest | 2020 |
- Fidelity SEP-IRA ⇒ Union Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2020 | ||
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Absolute Return Allocation - GPARX [MF]Mutual Funds | None | SP | Tax-Deferred | 2020 | |
- Fidelity SEP-IRA ⇒ ISHARES TR US AER DEF ETF [EF]Exchange Traded Funds (ETF) | None | Capital Gains, Dividends | 2020 | ||
- Fidelity SEP-IRA ⇒ ISHARES S&P SMALLCAP 600 VALUE ETF [EF]Exchange Traded Funds (ETF) | None | Capital Gains, Dividends | 2020 | ||
- Kustoff Family Trust ⇒ Mass Mutual [WU]Whole/Universal Insurance | $500,001 - $1,000,000 | Dividends | 2019 | ||
- Kustoff Family Trust ⇒ Mass Mutual 2 [WU]Whole/Universal Insurance | $250,001 - $500,000 | Dividends | 2019 | ||
- NH FIDELITY 500 INDEX [5P]529 Prepaid Tuition Plan | $250,001 - $500,000 | DC | Tax-Deferred | 2019 | |
VFIAX Raymond James Retail Account ⇒ Vanguard 500 Index Fund Admiral (VFIAX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
GOOGL Fidelity SEP-IRA ⇒ Alphabet Inc. - Class A (GOOGL) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
- NH FIDELITY 500 INDEX [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2019 | |
NFLX Fidelity SEP-IRA ⇒ Netflix, Inc. (NFLX) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2019 | ||
NEE Raymond James Retail Account ⇒ NextEra Energy, Inc. (NEE) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
AMZN Charles Schwab Rollover IRA ⇒ Amazon.com, Inc. (AMZN) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
JNJ Raymond James Retail Account ⇒ Johnson & Johnson (JNJ) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Fidelity SEP-IRA ⇒ ISHARES NASDAQ BIOTECHNOLOGY ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
MSFT Charles Schwab Rollover IRA ⇒ Microsoft Corporation (MSFT) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
BKNG Fidelity SEP-IRA ⇒ Booking Holdings Inc. (BKNG) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Fidelity SEP-IRA ⇒ ISHARES S&P SMALLCAP 600 VALUE [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Fidelity SEP-IRA ⇒ ISHARES TR U.S. AER&DEF ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Fidelity SEP-IRA ⇒ POWERSHARES QQQ TR UNIT SER 1 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Charles Schwab Rollover IRA ⇒ VANGUARD TOTAL STOCK MARKET ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Charles Schwab Rollover IRA ⇒ ISHARES RUSSELL 2000 GROWTH ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- BankTennessee Checking Account #2 [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | DC | $1 - $200 | Interest | 2019 |
- Charles Schwab Rollover IRA ⇒ Deposit Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
DIS Raymond James Retail Account ⇒ Walt Disney Company (DIS) [ST]Stocks | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
COST FIDELITY ROLLOVER IRA ⇒ Costco Wholesale Corporation (COST) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
AAPL FIDELITY ROLLOVER IRA ⇒ Apple Inc. (AAPL) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
K State of Tennessee 401(K) Plan ⇒ Vanguard Instl Trgt Retire 2040 Instl [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
T Raymond James Retail Account ⇒ AT&T Inc. (T) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Tennessee Consolidated Retirement System [DB]Defined Benefit Pension | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Growth Allocation Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Traditional IRA ⇒ SPDR S&P 500 ETF TRUST UNIT SER 1 S&P [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
XOM Raymond James Retail Account ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- Kustoff Family Trust ⇒ BankTennessee [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2019 | |||
GE Raymond James Retail Account ⇒ General Electric Company (GE) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Raymond James Retail Account ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Interest | 2019 | |
VDIGX Raymond James Retail Account ⇒ Vanguard Dividend Growth Fund (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2019 |
- BankTennessee Checking Account #1 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2019 |
VDIGX Raymond James UTMA Account (2) ⇒ Vanguard Dividend Growth Fund (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2019 |
- Mass Mutual Whole Life 2 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 | |||
- Mass Mutual Whole Life 3 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 | |||
- Mass Mutual Whole Life 4 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 | |||
BRK.B Raymond James UTMA Account ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2019 |
- BankTennessee Savings Account #1 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2019 |
- BankTennessee Savings Account #2 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2019 |
- Charles Schwab Rollover IRA ⇒ FIRST TRUST NYSE ARCA BIOTECH ID ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- FIDELITY ROLLOVER IRA ⇒ FIDELITY GOVERNMENT CASH RESERVES [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Fidelity Roth IRA ⇒ AMERICA NEW PERSPECTIVE CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Roth IRA ⇒ AMERICAN CAPITAL INCOME BUILDER CL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Roth IRA ⇒ AMERICAN EUROPACIFIC GROWTH CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Roth IRA ⇒ AMERICAN GROWTH FUND OF AMERICA CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Roth IRA ⇒ AMERICAN INVESTMENT CO OF AMERICA [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Roth IRA ⇒ AMERICAN WASHNTN MUTUAL INVESTRS CL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity SEP-IRA ⇒ Suntrust Deposit IRA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Fidelity SEP-IRA ⇒ Wells Fargo Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Fidelity Traditional IRA ⇒ ALLIANZGI NFJ LARGE CAP VALUE CL [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Traditional IRA ⇒ FIDELITY ADVISOR DIVERSIFIED INTL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Traditional IRA ⇒ FIDELITY BLUE CHIP GROWTH [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Traditional IRA ⇒ Fidelity Government Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Traditional IRA ⇒ FIDELITY NEW MILLENNIUM [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Traditional IRA ⇒ FIDELITY OVERSEAS [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT HEALTH CARE [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT TRANSPORT [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Traditional IRA ⇒ FIDELITY VALUE [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Traditional IRA ⇒ VANGUARD INDEX FDS MID CAP [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Fidelity Traditional IRA ⇒ Vanguard Index FDS Vanguard Total STK [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- First Horizon Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
BRK.B Raymond James UTMA Account (2) ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2019 |
XOM Raymond James UTMA Account (2) ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2019 |
FDX Raymond James UTMA Account (2) ⇒ FedEx Corporation (FDX) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2019 |
- Traditional IRA GPS Accumulation, P5 ⇒ GuideMark Large Cap Core - GMLGX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Absolute Return Allocation - GPARX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Managed Futures Strategy [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Tactical Allocation Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- BankTennessee Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- Fidelity Traditional IRA ⇒ FID STOCK SELECTOR LARGE CAP VALUE FD [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Mass Mutual Whole Life [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 | |||
XOM Raymond James UTMA Account ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2019 |
FDX Raymond James UTMA Account ⇒ FedEx Corporation (FDX) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2019 |
- Raymond James UTMA Account ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2019 |
VDIGX Raymond James UTMA Account ⇒ Vanguard Dividend Growth Fund Investor Class (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2019 |
T Raymond James UTMA Account ⇒ AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2019 |
T Raymond James UTMA Account (2) ⇒ AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2019 |
- Fidelity SEP-IRA ⇒ Union Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2019 | ||
- KUSA LLC, 50% Interest [OT]Other | $1 - $1,000 | 2019 | |||
GE Raymond James UTMA Account (2) ⇒ General Electric Company (GE) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2019 |
GE Raymond James UTMA Account ⇒ General Electric Company (GE) [ST]Stocks | $1 - $1,000 | DC | $201 - $1,000 | Dividends | 2019 |
2 Raymond James UTMA Account (2) ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | $1 - $200 | Interest | 2019 |
- Fidelity Roth IRA ⇒ FIDELITY GOVERNMENT CASH [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2019 | |
GLW Charles Schwab Rollover IRA ⇒ Corning Incorporated (GLW) [ST]Stocks | None | Tax-Deferred | 2019 | ||
CMCSA Charles Schwab Rollover IRA ⇒ Comcast Corporation - Class A (CMCSA) [ST]Stocks | None | Tax-Deferred | 2019 | ||
- Kustoff Family Trust ⇒ Mass Mutual [WU]Whole/Universal Insurance | $500,001 - $1,000,000 | Dividends | 2018 | ||
- Kustoff Family Trust ⇒ Mass Mutual 2 [WU]Whole/Universal Insurance | $250,001 - $500,000 | Dividends | 2018 | ||
VFIAX Raymond James Retail Account ⇒ Vanguard 500 Index Fund Admiral (VFIAX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- NH FIDELITY 500 INDEX [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2018 | |
- NH FIDELITY 500 INDEX [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2018 | |
NFLX Fidelity SEP-IRA ⇒ Netflix, Inc. (NFLX) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2018 | ||
BKNG Fidelity SEP-IRA ⇒ Booking Holdings Inc. (BKNG) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
NEE Raymond James Retail Account ⇒ NextEra Energy, Inc. (NEE) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
AMZN Charles Schwab Rollover IRA ⇒ Amazon.com, Inc. (AMZN) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
JNJ Raymond James Retail Account ⇒ Johnson & Johnson (JNJ) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
MSFT Charles Schwab Rollover IRA ⇒ Microsoft Corporation (MSFT) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
GOOGL Fidelity SEP-IRA ⇒ Alphabet Inc. - Class A (GOOGL) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2018 | ||
- Fidelity SEP-IRA ⇒ ISHARES S&P SMALLCAP 600 VALUE [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- Fidelity SEP-IRA ⇒ ISHARES TR U.S. AER&DEF ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- First Tennessee Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2018 |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Growth Allocation Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
K State of Tennessee 401(K) Plan ⇒ Vanguard Instl Trgt Retire 2040 Instl [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Fidelity SEP-IRA ⇒ POWERSHARES QQQ TR UNIT SER 1 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- Fidelity Traditional IRA ⇒ SPDR S&P 500 ETF TRUST UNIT SER 1 S&P [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- Fidelity SEP-IRA ⇒ ISHARES NASDAQ BIOTECHNOLOGY ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
COST FIDELITY ROLLOVER IRA ⇒ Costco Wholesale Corporation (COST) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
- Fidelity SEP-IRA ⇒ Suntrust Deposit IRA [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
DIS Raymond James Retail Account ⇒ Walt Disney Company (DIS) [ST]Stocks | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Charles Schwab Rollover IRA ⇒ ISHARES RUSSELL 2000 GROWTH ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
AAPL FIDELITY ROLLOVER IRA ⇒ Apple Inc. (AAPL) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
GLW Charles Schwab Rollover IRA ⇒ Corning Incorporated (GLW) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2018 | ||
T Raymond James Retail Account ⇒ AT&T Inc. (T) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
XOM Raymond James Retail Account ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- Fidelity Traditional IRA ⇒ FIDELITY BLUE CHIP GROWTH [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Fidelity Traditional IRA ⇒ Fidelity Government Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Fidelity Traditional IRA ⇒ FIDELITY NEW MILLENNIUM [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Fidelity Traditional IRA ⇒ FIDELITY OVERSEAS [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- BankTennessee Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $201 - $1,000 | Interest | 2018 |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT TRANSPORT [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Fidelity Traditional IRA ⇒ FIDELITY VALUE [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Raymond James Retail Account ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Interest | 2018 | |
VDIGX Raymond James Retail Account ⇒ Vanguard Dividend Growth Fund (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2018 |
BRK.B Raymond James UTMA Account ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2018 |
- Fidelity Traditional IRA ⇒ VANGUARD INDEX FDS MID CAP [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Fidelity Traditional IRA ⇒ Vanguard Index FDS Vanguard Total STK [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- KUSA LLC, 50% Interest [OT]Other | $1,001 - $15,000 | 2018 | |||
- Kustoff Family Trust ⇒ BankTennessee [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2018 | |||
- Mass Mutual Whole Life 2 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2018 | |||
- Mass Mutual Whole Life 3 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2018 | |||
- Mass Mutual Whole Life 4 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2018 | |||
GE Raymond James Retail Account ⇒ General Electric Company (GE) [ST]Stocks | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2018 |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT HEALTH CARE [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- BankTennessee Checking Account #1 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2018 |
- BankTennessee Checking Account #2 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2018 |
- BankTennessee Savings Account #1 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2018 |
- BankTennessee Savings Account #2 [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2018 |
- Charles Schwab Rollover IRA ⇒ Deposit Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2018 | |
- Charles Schwab Rollover IRA ⇒ FIRST TRUST NYSE ARCA BIOTECH ID ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Charles Schwab Rollover IRA ⇒ VANGUARD TOTAL STOCK MARKET ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- FIDELITY ROLLOVER IRA ⇒ FIDELITY GOVERNMENT CASH RESERVES [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Fidelity Roth IRA ⇒ AMERICA NEW PERSPECTIVE CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Fidelity Roth IRA ⇒ AMERICAN CAPITAL INCOME BUILDER CL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Fidelity Roth IRA ⇒ AMERICAN EUROPACIFIC GROWTH CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Fidelity Roth IRA ⇒ AMERICAN GROWTH FUND OF AMERICA CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Fidelity Roth IRA ⇒ AMERICAN INVESTMENT CO OF AMERICA [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Fidelity Roth IRA ⇒ AMERICAN WASHNTN MUTUAL INVESTRS CL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Fidelity SEP-IRA ⇒ Wells Fargo Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Fidelity Traditional IRA ⇒ ALLIANZGI NFJ LARGE CAP VALUE CL [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Fidelity Traditional IRA ⇒ FID STOCK SELECTOR LARGE CAP VALUE FD [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Fidelity Traditional IRA ⇒ FIDELITY ADVISOR DIVERSIFIED INTL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
XOM Raymond James UTMA Account (2) ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2018 |
FDX Raymond James UTMA Account (2) ⇒ FedEx Corporation (FDX) [ST]Stocks | $1,001 - $15,000 | DC | 2018 | ||
VDIGX Raymond James UTMA Account (2) ⇒ Vanguard Dividend Growth Fund (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2018 |
- Tennessee Consolidated Retirement System [DB]Defined Benefit Pension | $1,001 - $15,000 | SP | 2018 | ||
- Traditional IRA GPS Accumulation, P5 ⇒ GuideMark Large Cap Core - GMLGX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Traditional IRA GPS Accumulation, P5 ⇒ GuideMark World ex-US - GMWEX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Absolute Return Allocation - GPARX [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Tactical Allocation Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- Mass Mutual Whole Life [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2018 | |||
XOM Raymond James UTMA Account ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2018 |
FDX Raymond James UTMA Account ⇒ FedEx Corporation (FDX) [ST]Stocks | $1,001 - $15,000 | DC | 2018 | ||
GE Raymond James UTMA Account ⇒ General Electric Company (GE) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2018 |
- Raymond James UTMA Account ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2018 |
VDIGX Raymond James UTMA Account ⇒ Vanguard Dividend Growth Fund Investor Class (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2018 |
BRK.B Raymond James UTMA Account (2) ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2018 |
- Fidelity SEP-IRA ⇒ Union Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2018 | ||
T Raymond James UTMA Account (2) ⇒ AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2018 |
T Raymond James UTMA Account ⇒ AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2018 |
- Fidelity Roth IRA ⇒ FIDELITY GOVERNMENT CASH [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2018 | |
GE Raymond James UTMA Account (2) ⇒ General Electric Company (GE) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2018 |
2 Raymond James UTMA Account (2) ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | $1 - $200 | Interest | 2018 |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Managed Futures Strategy [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2018 | |
CMCSA Charles Schwab Rollover IRA ⇒ Comcast Corporation - Class A (CMCSA) [ST]Stocks | None | Tax-Deferred | 2018 | ||
- Fidelity SEP-IRA ⇒ Fidelity Government Cash Reserves [MF]Mutual Funds | None | Tax-Deferred | 2018 | ||
- Kustoff Family Trust ⇒ Mass Mutual [WU]Whole/Universal Insurance | $500,001 - $1,000,000 | Dividends | 2017 | ||
- Kustoff Family Trust ⇒ Mass Mutual 2 [WU]Whole/Universal Insurance | $250,001 - $500,000 | Dividends | 2017 | ||
VFIAX Raymond James Retail Account ⇒ Vanguard 500 Index Fund Admiral (VFIAX) [MF]Mutual Funds | $100,001 - $250,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- NH FIDELITY 500 INDEX [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2017 | |
- NH FIDELITY 500 INDEX [5P]529 Prepaid Tuition Plan | $100,001 - $250,000 | DC | Tax-Deferred | 2017 | |
- BankTennessee [OL]Ownership Interest | $50,001 - $100,000 | $50,001 - $100,000 | Capital Gains | 2017 | |
NEE Raymond James Retail Account ⇒ NextEra Energy, Inc. (NEE) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
AAPL FIDELITY ROLLOVER IRA ⇒ Apple Inc. (AAPL) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
GOOGL Fidelity SEP-IRA ⇒ Alphabet Inc. - Class A (GOOGL) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
NFLX Fidelity SEP-IRA ⇒ Netflix, Inc. (NFLX) [ST]Stocks | $50,001 - $100,000 | Tax-Deferred | 2017 | ||
JNJ Raymond James Retail Account ⇒ Johnson & Johnson (JNJ) [ST]Stocks | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
MSFT Charles Schwab Rollover IRA ⇒ Microsoft Corporation (MSFT) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
SBUX Charles Schwab Rollover IRA ⇒ Starbucks Corporation (SBUX) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
LUV Fidelity SEP-IRA ⇒ Southwest Airlines Company (LUV) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
MSG Fidelity SEP-IRA ⇒ The Madison Square Garden Company Class A Common Stock (MSG) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
PCLN Fidelity SEP-IRA ⇒ The Priceline Group Inc. (PCLN) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- First Tennessee Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2017 |
BLK Fidelity SEP-IRA ⇒ BlackRock, Inc. (BLK) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
AMZN Charles Schwab Rollover IRA ⇒ Amazon.com, Inc. (AMZN) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Growth Allocation Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
DIS Raymond James Retail Account ⇒ Walt Disney Company (DIS) [ST]Stocks | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
T Raymond James Retail Account ⇒ AT&T Inc. (T) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
XOM Raymond James Retail Account ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
GE Raymond James Retail Account ⇒ General Electric Company (GE) [ST]Stocks | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Fidelity SEP-IRA ⇒ POWERSHARES QQQ TR UNIT SER 1 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
CMCSA Charles Schwab Rollover IRA ⇒ Comcast Corporation - Class A (CMCSA) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
GLW Charles Schwab Rollover IRA ⇒ Corning Incorporated (GLW) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Charles Schwab Rollover IRA ⇒ Deposit Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1,001 - $2,500 | Dividends, Interest | 2017 | |
- FIDELITY ROLLOVER IRA ⇒ FIDELITY GOVERNMENT CASH RESERVES [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Fidelity Traditional IRA ⇒ SPDR S&P 500 ETF TRUST UNIT SER 1 S&P [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Fidelity SEP-IRA ⇒ Wells Fargo Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Fidelity SEP-IRA ⇒ ISHARES NASDAQ BIOTECHNOLOGY ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Fidelity SEP-IRA ⇒ ISHARES S&P SMALLCAP 600 VALUE [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Fidelity SEP-IRA ⇒ ISHARES TR U.S. AER&DEF ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Charles Schwab Rollover IRA ⇒ ISHARES RUSSELL 2000 GROWTH ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- Mass Mutual Whole Life 2 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2017 | |||
- Mass Mutual Whole Life 3 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2017 | |||
VDIGX Raymond James UTMA Account (2) ⇒ Vanguard Dividend Growth Fund (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2017 |
- Fidelity Traditional IRA ⇒ Fidelity Government Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Traditional IRA ⇒ FIDELITY NEW MILLENNIUM [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT BANKING PORTFOLIO [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT HEALTH CARE [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Traditional IRA ⇒ FIDELITY SELECT TRANSPORT [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Traditional IRA ⇒ FIDELITY VALUE [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Traditional IRA ⇒ VANGUARD INDEX FDS MID CAP [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Mass Mutual Whole Life 4 [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2017 | |||
- BankTennessee Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $201 - $1,000 | Interest | 2017 |
- Charles Schwab Rollover IRA ⇒ FIRST TRUST NYSE ARCA BIOTECH ID ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Charles Schwab Rollover IRA ⇒ SELECT STR FINANCIAL SELECT SPDR ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Charles Schwab Rollover IRA ⇒ VANGUARD TOTAL STOCK MARKET ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
YHOO Charles Schwab Rollover IRA ⇒ Yahoo! Inc. (YHOO) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- FIDELITY ROLLOVER IRA ⇒ FIDELITY CONTRAFUND [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- FIDELITY ROLLOVER IRA ⇒ FIDELITY FOCUSED STOCK FUND [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- FIDELITY ROLLOVER IRA ⇒ FIDELITY LOW PRICED STOCK [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- FIDELITY ROLLOVER IRA ⇒ FIDELITY SELECT AIR TRANSPORT [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- FIDELITY ROLLOVER IRA ⇒ FIDELITY SELECT BIOTECHNOLOGY [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- FIDELITY ROLLOVER IRA ⇒ FIDELITY SELECT CONSUMER STPLES PORT [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- FIDELITY ROLLOVER IRA ⇒ FIDELITY SELECT TECHNOLOGY [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Fidelity Roth IRA ⇒ AMERICA NEW PERSPECTIVE CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Roth IRA ⇒ AMERICAN CAPITAL INCOME BUILDER CL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Roth IRA ⇒ AMERICAN EUROPACIFIC GROWTH CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Roth IRA ⇒ AMERICAN GROWTH FUND OF AMERICA CLASS A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Roth IRA ⇒ AMERICAN INVESTMENT CO OF AMERICA [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Roth IRA ⇒ AMERICAN WASHNTN MUTUAL INVESTRS CL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
MSGN Fidelity SEP-IRA ⇒ MSG Networks Inc. (MSGN) [ST]Stocks | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Fidelity SEP-IRA ⇒ POWERSHARES EXCHANGE TRADED FD TR DYNAMIC [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Fidelity Traditional IRA ⇒ ALLIANZGI NFJ LARGE CAP VALUE CL [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Traditional IRA ⇒ FID STOCK SELECTOR LARGE CAP VALUE FD [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Traditional IRA ⇒ FIDELITY ADVISOR DIVERSIFIED INTL A [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Traditional IRA ⇒ FIDELITY BLUE CHIP GROWTH [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- FTB Advisors ⇒ Fidelity Govt MMKT [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- KUSA LLC, 50% Interest [OT]Other | $1,001 - $15,000 | 2017 | |||
VDIGX Raymond James Retail Account ⇒ Vanguard Dividend Growth Fund (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2017 |
BRK.B Raymond James UTMA Account ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2017 |
XOM Raymond James UTMA Account ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2017 |
GE Raymond James UTMA Account ⇒ General Electric Company (GE) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2017 |
- Raymond James UTMA Account ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2017 |
VDIGX Raymond James UTMA Account ⇒ Vanguard Dividend Growth Fund Investor Class (VDIGX) [MF]Mutual Funds | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2017 |
XOM Raymond James UTMA Account (2) ⇒ Exxon Mobil Corporation (XOM) [ST]Stocks | $1,001 - $15,000 | DC | $201 - $1,000 | Dividends | 2017 |
GE Raymond James UTMA Account (2) ⇒ General Electric Company (GE) [ST]Stocks | $1,001 - $15,000 | DC | $1 - $200 | Dividends | 2017 |
2 Raymond James UTMA Account (2) ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | $1 - $200 | Interest | 2017 |
K State of Tennessee 401(K) Plan ⇒ Vanguard Instl Trgt Retire 2040 Instl [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Tennessee Consolidated Retirement System [DB]Defined Benefit Pension | $1,001 - $15,000 | SP | 2017 | ||
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Tactical Allocation Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Traditional IRA ⇒ FIDELITY OVERSEAS [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Mass Mutual Whole Life [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2017 | |||
- Fidelity SEP-IRA ⇒ Union Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2017 | ||
- Raymond James Retail Account ⇒ Raymond James Bank Deposit [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | Interest | 2017 | |
- Traditional IRA GPS Accumulation, P5 ⇒ GuidePath Managed Futures Strategy [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2017 | |
- Fidelity Roth IRA ⇒ FIDELITY GOVERNMENT CASH [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2017 | |
T Raymond James UTMA Account ⇒ AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2017 |
- Charles Schwab Rollover IRA ⇒ REAL ESTATE SELECT SCTR SPDR ETF [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | Tax-Deferred | 2017 | ||
BRK.B Scottrade ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1 - $1,000 | DC | 2017 | ||
BRK.B Scottrade (2) ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1 - $1,000 | DC | 2017 | ||
2 Scottrade (2) ⇒ U.S. Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | 2017 | ||
- Scottrade ⇒ U.S. Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | DC | 2017 | ||
T Raymond James UTMA Account (2) ⇒ AT&T Inc. (T) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2017 |
BRK.B Raymond James UTMA Account (2) ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST]Stocks | $1 - $1,000 | DC | $1 - $200 | Dividends | 2017 |
- Fidelity SEP-IRA ⇒ Suntrust Deposit IRA [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | Tax-Deferred | 2017 | ||
- Fidelity SEP-IRA ⇒ Fidelity Government Cash Reserves [MF]Mutual Funds | None | Tax-Deferred | 2017 |
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