—
Net Worth Est.
$832.52KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Exchange Traded Fund/Note
$497.01K
Real Estate Unimproved Land
$175K
Mutual Funds Mutual Fund
$112.01K
Bank Deposit
$48.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - 18 Acres of Land | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2020 |
SPLG SPLG- SPDR Portfolio S&P 500 ETF | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2020 |
SPLG SPLG- SPDR Portfolio S&P 500 ETF | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2020 |
SPSM SPSM- SPDR Portfolio S&P 600 Small Cap ETF | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
IWR IWR- iShares Russell Mid-Cap ETF | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
SPDW SPDW- SPDR Portfolio Developed World ex-US ETF | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
AGGY AGGY- WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
SPDW SPDW- SPDR Portfolio Developed World ex-US ETF | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
SPEM SPEM- SPDR Portfolio Emerging Markets ETF | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
- USAA | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2020 |
- USAA Aggressive Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- USAA Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- USAA Moderately Aggressive Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- USAA Moderate Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
IWR IWR- iShares Russell Mid-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
USRT USRT- iShares Core U.S. REIT ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
SPEM SPEM- SPDR Portfolio Emerging Markets ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
GWX GWX- SPDR S&P International Small Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
SPLG SPLG- SPDR Portfolio S&P 500 ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- USAA Moderately Aggressive Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- USAA Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- USAA Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- USAA Moderately Aggressive Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- USAA Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- USAA Moderately Aggressive Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- USAA Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- USAA Moderately Aggressive Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- USAA Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
SPSM SPSM- SPDR Portfolio S&P 600 Small Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
IWR IWR- iShares Russell Mid-Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
USRT USRT- iShares Core U.S. REIT ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
SPEM SPEM- SPDR Portfolio Emerging Markets ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
GWX GWX- SPDR S&P International Small Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
SPDW SPDW- SPDR Portfolio Developed World ex-US ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
SPMB SPMB- SPDR Portfolio Mortgage Backed Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
SPSB SPSB- SPDR Portfolio Short Term Corporate Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
SPLG SPLG- SPDR Portfolio S&P 500 ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
SPSM SPSM- SPDR Portfolio S&P 600 Small Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TD Ameritrade | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2020 |
SPSM SPSM- SPDR Portfolio S&P 600 Small Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- TD Ameritrade | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
USRT USRT- iShares Core U.S. REIT ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
GWX GWX- SPDR S&P International Small Cap ETF | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
SPDW SPDW- SPDR Portfolio Developed World ex-US ETF | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- USAA Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- TD Ameritrade Roth IRA | Self | 2020 | |||
- TD Ameritrade Brokerage 1 | Self | 2020 | |||
- USAA 529 - Nephew 2 | Self | 2020 | |||
- TD Ameritrade Traditional IRA | Self | 2020 | |||
- USAA 529 - Self | Self | 2020 | |||
- USAA 529 - Nephew 1 | Self | 2020 | |||
- USAA 529 - Niece 3 | Self | 2020 | |||
- TD Ameritrade Brokerage 2 | Self | 2020 | |||
- USAA 529 - Niece 2 | Self | 2020 | |||
- USAA 529 - Niece 1 | Self | 2020 | |||
- USAA 529 - Nephew 3 | Self | 2020 | |||
- 18 Acres of Land | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2019 |
- USAA | $50,001 - $100,000 | Self | None (or less than $201) | Interest, | 2019 |
- AST Investment Grade Bond | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2019 |
- AST Neuberger Berman / LSV Mid-Cap Value | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
- AST T. Rowe Price Natural Resources | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
- AST Prudential Growth Allocation | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
VGIAX VGIAX- Vanguard Growth and Income Fund Admiral Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
- AST Western Asset Core Plus Bond | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
- AST Small Cap Value | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2019 |
EMBIX EMBIX- Lazard Emerging Markets Equity Blend Portfolio Ins | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
UMAFX UMAFX- USAA Managed Allocation Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
VEVRX VEVRX- Victory Sycamore Established Value Fund Class R6 | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
BCOIX BCOIX- Baird Core Plus Bond Fund Class Institutional | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
UIHIX UIHIX- USAA High Income Fund Institutional Shares | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
UIINX UIINX- USAA Income Fund Institutional Shares | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
UISBX UISBX- USAA Short-Term Bond Fund Institutional Shares | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
IICIX IICIX- Voya Intermediate Bond Fund Class I | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA Moderately Aggressive Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA Moderately Aggressive Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAXX USAA Money Market Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
AHLIX AHLIX- American Beacon AHL Managed Futures Strategy Fund | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
ABEYX ABEYX- American Beacon International Equity Fund Class Y | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
QSERX QSERX- AQR Small Cap Multi-Style Fund Class R6 | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
QSPRX QSPRX- AQR Style Premia Alternative Fund Class R6 | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
GICUX GICUX- Goldman Sachs International Small Cap Insights Fun | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
HLIZX HLIZX- Harding Loevner International Equity Portfolio Ins | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
HHHFX HHHFX- Hartford Schroders Emerging Markets Equity Fund Cl | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA Moderately Aggressive Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA Moderately Aggressive Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA Aggressive Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA Moderately Aggressive Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA Moderate Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA Growth Portfolio | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2019 |
- USAA 529 - Nephew 2 | Self | 2019 | |||
- USAA 529 - Self | Self | 2019 | |||
- USAA 529 - Nephew 3 | Self | 2019 | |||
- USAA 529 - Nephew 1 | Self | 2019 | |||
- USAA 529 - Niece 3 | Self | 2019 | |||
- USAA 529 - Niece 1 | Self | 2019 | |||
- USAA Managed Portfolio Roth IRA | Self | 2019 | |||
- Prudential Variable Annuity | Self | 2019 | |||
- USAA 529 - Niece 2 | Self | 2019 | |||
- 18 acres of land [RP]Real Property | $100,001 - $250,000 | 2017 | |||
- Prudential Variable Annuity ⇒ Advanced Series Trust--Small Cap Value [MF]Mutual Funds | $50,001 - $100,000 | 2017 | |||
- Prudential Variable Annuity ⇒ Advanced Series Trust--Neuberger Berman/ LSV Mid-Cap Value [MF]Mutual Funds | $15,001 - $50,000 | 2017 | |||
- Prudential Variable Annuity ⇒ Advanced Series Trust--Prudential Growth Allocation [MF]Mutual Funds | $15,001 - $50,000 | 2017 | |||
- Prudential Variable Annuity ⇒ Advanced Series Trust--T. Rowe Price Natural Resources [MF]Mutual Funds | $15,001 - $50,000 | 2017 | |||
- USAA Savings Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- Prudential Variable Annuity ⇒ Advanced Series Trust--Lord Abbot Fixed Income Port [MF]Mutual Funds | $15,001 - $50,000 | 2017 | |||
- USAA Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- USAA Managed Portfolio Roth IRA ⇒ VGIAX VANGUARD GROWTH AND INCOME ADMIRAL [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
- USAA 529 Nephew 2 ⇒ USAA 529 Nephew 2 [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- USAA 529 Niece 1 ⇒ USAA 529 Niece 1 [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- USAA 529 Niece 2 ⇒ USAA 529 Niece 2 [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- USAA 529 Niece 3 ⇒ USAA 529 Niece 3 [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- USAA 529 Self ⇒ USAA 529 Self [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- USAA 529 Self ⇒ USAA International Fund [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- USAA Managed Portfolio Roth IRA ⇒ VEVIX VICTORY SYCAMORE ESTABLISHED VALUE I [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- USAA 529 Nephew 1 ⇒ USAA 529 Nephew 1 [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
- USAA 529 Nephew 3 ⇒ USAA 529 Nephew 3 [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
NTF USAA Managed Portfolio Roth IRA ⇒ ABEYX AMERICAN BEACON INTL EQUITY FUND CLASS Y (NTF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- USAA Managed Portfolio Roth IRA ⇒ AHLIX AMERICAN BEACON AHL MNGD FUTRS STRT INST [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- USAA Managed Portfolio Roth IRA ⇒ BCOIX Baird Core Plus Bond Institutional [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
TF USAA Managed Portfolio Roth IRA ⇒ EMBIX LAZARD EMERGING MARKETS EQUITY BLEND PORTFOLIO FUND CLASS INST (TF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
TF USAA Managed Portfolio Roth IRA ⇒ HLMIX HARDING LOEVNER INTL EQUITY PORTFOLIO FUND CLASS INST (TF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
TF USAA Managed Portfolio Roth IRA ⇒ IIBWX VOYA INTERMEDIATE BOND FUND CLASS W (TF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
TF USAA Managed Portfolio Roth IRA ⇒ LISIX LAZARD INTL STRATEGIC EQUITY PORTFOLIO FUND CLASS INST (TF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- USAA Managed Portfolio Roth IRA ⇒ QSERX AQR SMALL CAP MULTI STYLE FD CL R6 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- USAA Managed Portfolio Roth IRA ⇒ QSPRX AQR Style Premia Alternative FD CL R6 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
NTF USAA Managed Portfolio Roth IRA ⇒ UIHIX USAA HIGH INCOME FUND INSTITUTIONAL SHS (NTF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
NTF USAA Managed Portfolio Roth IRA ⇒ UIINX USAA INCOME FUND INSTITUTIONAL SHS (NTF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
NTF USAA Managed Portfolio Roth IRA ⇒ UISBX USAA SHORT-TERM BOND FUND INSTITUTIONAL SHS (NTF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
NTF USAA Managed Portfolio Roth IRA ⇒ UMAFX USAA MANAGED ALLOCATION (NTF) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- USAA Managed Portfolio Roth IRA ⇒ USAXX USAA Money Market Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
TF USAA Managed Portfolio Roth IRA ⇒ TGEIX TCW EMERGING MARKETS INCOME I (TF) [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2017 | ||
- USAA Managed Portfolio Roth IRA ⇒ SEMNX HARTFORD SCHRODERS EMERGING MARKET EQUITY CL I [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2017 | ||
- Martha McSally LLC, 100% Interest [OL]Ownership Interest | None | 2017 | |||
- 18 acres of land | $100,001 - $250,000 | 2016 | |||
- Prudential Variable Annuity ⇒ Advanced Series Trust--Small Cap Value | $50,001 - $100,000 | 2016 | |||
- Prudential Variable Annuity ⇒ Advanced Series Trust--Neuberger Berman/ LSV Mid-Cap Value | $15,001 - $50,000 | 2016 | |||
- Prudential Variable Annuity ⇒ Advanced Series Trust--Lord Abbot Fixed Income Port | $15,001 - $50,000 | 2016 | |||
- USAA Checking Account | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
- USAA Savings Accounts | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
- Prudential Variable Annuity ⇒ Advanced Series Trust--T. Rowe Price Natural Resources | $15,001 - $50,000 | 2016 | |||
TF USAA Managed Portfolio Roth IRA ⇒ DDVIX DELAWARE VALUE CLASS INSTL (TF) | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
- USAA 529 Niece 3 ⇒ USAA 529 Niece 3 | $1,001 - $15,000 | 2016 | |||
- USAA 529 Self ⇒ USAA 529 Self | $1,001 - $15,000 | 2016 | |||
NTF USAA Managed Portfolio Roth IRA ⇒ ABEYX AMERICAN BEACON INTL EQUITY FUND CLASS Y (NTF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- USAA Managed Portfolio Roth IRA ⇒ AHLIX AMERICAN BEACON AHL MNGD FUTRS STRT INST | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- USAA Managed Portfolio Roth IRA ⇒ BCOIX Baird Core Plus Bond Institutional | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
TF USAA Managed Portfolio Roth IRA ⇒ EMBIX LAZARD EMERGING MARKETS EQUITY BLEND PORTFOLIO FUND CLASS INST (TF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
TF USAA Managed Portfolio Roth IRA ⇒ HLMIX HARDING LOEVNER INTL EQUITY PORTFOLIO FUND CLASS INST (TF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
TF USAA Managed Portfolio Roth IRA ⇒ IIBWX VOYA INTERMEDIATE BOND FUND CLASS W (TF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
TF USAA Managed Portfolio Roth IRA ⇒ LISIX LAZARD INTL STRATEGIC EQUITY PORTFOLIO FUND CLASS INST (TF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- USAA Managed Portfolio Roth IRA ⇒ QSERX AQR SMALL CAP MULTI STYLE FD CL R6 | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- USAA Managed Portfolio Roth IRA ⇒ QSPRX AQR Style Premia Alternative FD CL R6 | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- USAA 529 Nephew 1 ⇒ USAA 529 Nephew 1 | $1,001 - $15,000 | 2016 | |||
- USAA Managed Portfolio Roth IRA ⇒ USAXX USAA Money Market Fund | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- USAA Managed Portfolio Roth IRA ⇒ VEVIX VICTORY SYCAMORE ESTABLISHED VALUE I | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- USAA Managed Portfolio Roth IRA ⇒ MFEIX MFS GROWTH FUND CLASS I | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- USAA 529 Nephew 2 ⇒ USAA 529 Nephew 2 | $1,001 - $15,000 | 2016 | |||
- USAA 529 Nephew 3 ⇒ USAA 529 Nephew 3 | $1,001 - $15,000 | 2016 | |||
- USAA 529 Niece 1 ⇒ USAA 529 Niece 1 | $1,001 - $15,000 | 2016 | |||
- USAA 529 Niece 2 ⇒ USAA 529 Niece 2 | $1,001 - $15,000 | 2016 | |||
NTF USAA Managed Portfolio Roth IRA ⇒ UIINX USAA INCOME FUND INSTITUTIONAL SHS (NTF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
NTF USAA Managed Portfolio Roth IRA ⇒ UISBX USAA SHORT-TERM BOND FUND INSTITUTIONAL SHS (NTF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
NTF USAA Managed Portfolio Roth IRA ⇒ UMAFX USAA MANAGED ALLOCATION (NTF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
NTF USAA Managed Portfolio Roth IRA ⇒ UIHIX USAA HIGH INCOME FUND INSTITUTIONAL SHS (NTF) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- USAA Managed Portfolio Roth IRA ⇒ SEMNX HARTFORD SCHRODERS EMERGING MARKET EQUITY CL I | $1 - $1,000 | Tax-Deferred | 2016 | ||
TF USAA Managed Portfolio Roth IRA ⇒ TGEIX TCW EMERGING MARKETS INCOME I (TF) | $1 - $1,000 | Tax-Deferred | 2016 | ||
- Martha McSally LLC, 100% Interest | None | 2016 | |||
- 18 acres of land | $100,001 - $250,000 | 2015 | |||
- Prudential Variable Annuity ⇒ Advanced Series Trust--T. Rowe Price Asset Allocation | $50,001 - $100,000 | 2015 | |||
- Prudential Variable Annuity ⇒ Advanced Series Trust--Prudential Growth Allocation | $50,001 - $100,000 | 2015 | |||
- Prudential Variable Annuity ⇒ Advanced Series Trust--Advanced Strategies Portfolio | $50,001 - $100,000 | 2015 | |||
- Prudential Variable Annuity ⇒ Advanced Series Trust--J.P. Morgan Global Thematic | $50,001 - $100,000 | 2015 | |||
TF USAA Managed Portfolio Roth IRA ⇒ DDVIX DELAWARE VALUE CLASS INSTL (TF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
TF USAA Managed Portfolio Roth IRA ⇒ EMBIX LAZARD EMERGING MARKETS EQUITY BLEND PORTFOLIO FUND CLASS INST (TF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- USAA 529 Niece 2 ⇒ USAA 529 Niece 2 | $1,001 - $15,000 | 2015 | |||
- USAA 529 Self ⇒ USAA 529 Self | $1,001 - $15,000 | 2015 | |||
- USAA Checking Account | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
NTF USAA Managed Portfolio Roth IRA ⇒ ABEYX AMERICAN BEACON INTL EQUITY FUND CLASS Y (NTF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- USAA Managed Portfolio Roth IRA ⇒ BCOIX Baird Core Plus Bond Institutional | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
TF USAA Managed Portfolio Roth IRA ⇒ MFEIX MFS GROWTH FUND CLASS INST-FEE BASED ONLY (TF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
NTF USAA Managed Portfolio Roth IRA ⇒ UIHIX USAA HIGH INCOME FUND INSTITUTIONAL SHS (NTF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
NTF USAA Managed Portfolio Roth IRA ⇒ UIINX USAA INCOME FUND INSTITUTIONAL SHS (NTF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- USAA 529 Nephew 2 ⇒ USAA 529 Nephew 2 | $1,001 - $15,000 | 2015 | |||
- USAA 529 Nephew 3 ⇒ USAA 529 Nephew 3 | $1,001 - $15,000 | 2015 | |||
- USAA 529 Niece 1 ⇒ USAA 529 Niece 1 | $1,001 - $15,000 | 2015 | |||
- USAA 529 Niece 3 ⇒ USAA 529 Niece 3 | $1,001 - $15,000 | 2015 | |||
- USAA 529 Nephew 1 ⇒ USAA 529 Nephew 1 | $1,001 - $15,000 | 2015 | |||
NTF USAA Managed Portfolio Roth IRA ⇒ UIRRX USAA REAL RETURN FUND INSTITUTIONAL SHS (NTF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
NTF USAA Managed Portfolio Roth IRA ⇒ UISBX USAA SHORT-TERM BOND FUND INSTITUTIONAL SHS (NTF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
NTF USAA Managed Portfolio Roth IRA ⇒ UMAFX USAA MANAGED ALLOCATION (NTF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- USAA Managed Portfolio Roth IRA ⇒ USAXX USAA Money Market Fund | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- USAA Savings Accounts | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
TF USAA Managed Portfolio Roth IRA ⇒ HLMIX HARDING LOEVNER INTL EQUITY PORTFOLIO FUND CLASS INST (TF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
TF USAA Managed Portfolio Roth IRA ⇒ HNVIX HEARTLAND VALUE PLUS INST (TF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
TF USAA Managed Portfolio Roth IRA ⇒ HWSIX HOTCHKIS & WILEY SMALL CAP VALUE CL I (TF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
TF USAA Managed Portfolio Roth IRA ⇒ IIBWX VOYA INTERMEDIATE BOND FUND CLASS W (TF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
TF USAA Managed Portfolio Roth IRA ⇒ LISIX LAZARD INTL STRATEGIC EQUITY PORTFOLIO FUND CLASS INST (TF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
TF USAA Managed Portfolio Roth IRA ⇒ LKSMX LKCM SMALL-MID CAP EQ FD-INS (TF) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
TF USAA Managed Portfolio Roth IRA ⇒ TGEIX TCW EMERGING MARKETS INCOME I (TF) | $1 - $1,000 | Tax-Deferred | 2015 | ||
NTF USAA Managed Portfolio Roth IRA ⇒ UIPMX USAA PRECIOUS METALS & MINERALS FD INSTITUTIONAL SHS (NTF) | $1 - $1,000 | Tax-Deferred | 2015 | ||
TF USAA Managed Portfolio Roth IRA ⇒ SEMNX SCHRODER EMERGING MARKET EQUITY INVESTOR SHS (TF) | $1 - $1,000 | Tax-Deferred | 2015 | ||
- Prudential Variable Annuity ⇒ Advanced Series Trust--FI Pyramis Asset Allocation Portfolio | None | 2015 | |||
TF USAA Managed Portfolio Roth IRA ⇒ SGOIX FIRST EAGLE OVERSEAS INSTL (TF) | None | Tax-Deferred | 2015 | ||
- Martha McSally LLC, 100% Interest | None | 2015 | |||
- USAA Intermediate Term Bond Fund | None | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
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