—
Net Worth Est.
$1.67MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$531.01K
Exchange Traded Funds (ETF)
$484.01K
Other
$181K
Pensions
$175K
Whole/Universal Insurance
$107.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
PRGFX TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ T. Rowe Price Growth Stock Fd (PRGFX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
![Pennsylvania State Employee Retirement System Defined Benefit Plan [PE]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Pennsylvania State Employee Retirement System Defined Benefit Plan [PE]Pensions | $100,001 - $250,000 | 2023 | |||
VOO Bank of America IRA ⇒ Vanguard S&P 500 ETF (VOO) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
AGG Bank of America IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
TSTXX Bank of America IRA ⇒ BlackRock Liquidity Funds T-Fund - Institutional (TSTXX) [MF]Mutual Funds | $50,001 - $100,000 | SP | $201 - $1,000 | Dividends, Interest | 2023 |
- New York Life Insurance Policy [WU]Whole/Universal Insurance | $50,001 - $100,000 | SP | 2023 | ||
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ TIAA Traditional [FN]Fixed Annuity | $50,001 - $100,000 | 2023 | |||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Large Company Stock Index Fund [OT]Other | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
DODGX TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ Dodge & Cox Stock Fund - Class I (DODGX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Stoker Strategies, LLC, 99% Interest [OL]Ownership Interest | $50,001 - $100,000 | SP | 2023 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ CREF Stock Account - R2 (QCSTPX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
VO Bank of America IRA ⇒ Vanguard Mid-Cap ETF (VO) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
EFAV Bank of America IRA ⇒ iShares MSCI EAFE Min Vol Factor ETF (EFAV) [EF] DividendsExchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2023 |
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ Stable Value Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Bond Index Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
BNDX Bank of America IRA ⇒ Vanguard Total International Bond ETF (BNDX) [EF] DividendsExchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2023 |
PDBZX TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ PGIM Total Return Bond Fund Class Z (PDBZX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- New York Life Insurance Policy [WU]Whole/Universal Insurance | $15,001 - $50,000 | 2023 | |||
VWO Bank of America IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2023 |
MWTIX Bank of America IRA ⇒ Metropolitan West Total Return Bond Fd Cl I (MWTIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2023 |
IJR Bank of America IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
VEA Bank of America IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
JLPYX Bank of America IRA ⇒ JPMorgan U.S. Large Cap Core Plus Fund Class R6 (JLPYX) Dividends [MF]Mutual Funds | $15,001 - $50,000 | SP | $5,001 - $15,000 | Capital Gains, | 2023 |
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ International Company Stock Index Fund [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Bank of American Wealth Management MMS Money Market Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- Bank of America Advantage Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2023 |
IJR Bank of America IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
AGG Bank of America IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
EFAV Bank of America IRA ⇒ iShares MSCI EAFE Min Vol Factor ETF (EFAV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
EEMV Bank of America IRA ⇒ iShares MSCI Emerging Markets Min Vol Factor ETF Dividends (EEMV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, | 2023 |
EEMV Bank of America IRA ⇒ iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
JLPYX Bank of America IRA ⇒ JPMorgan U.S. Large Cap Core Plus Fund Class R6 (JLPYX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
MWTIX Bank of America IRA ⇒ Metropolitan West Total Return Bond Fd Cl I (MWTIX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
VEA Bank of America IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VWO Bank of America IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VO Bank of America IRA ⇒ Vanguard Mid-Cap ETF (VO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VOO Bank of America IRA ⇒ Vanguard S&P 500 ETF (VOO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BNDX Bank of America IRA ⇒ Vanguard Total International Bond ETF (BNDX) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VTI Bank of America Roth IRA ⇒ Vanguard Total Stock Market ETF (VTI) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2023 |
VTI Bank of America Roth IRA ⇒ Vanguard Total Stock Market ETF (VTI) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Bank of America Advanced Tiered Interest Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- Pennsylvania 529 Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ Short-Term Investment Fund [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ CREF Core Bond Account - Class R2 (QCBMPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ TIAA Real Estate Account (QREARX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ TIAA Traditional [FN]Fixed Annuity | $1,001 - $15,000 | 2023 | |||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Small/Mid Company Stock Index Fund [OT]Other | $1 - $1,000 | Tax-Deferred | 2023 | ||
TSTXX Bank of America Roth IRA ⇒ BlackRock Liquidity Funds T-Fund - Institutional (TSTXX) [MF]Mutual Funds | $1 - $1,000 | SP | $1 - $200 | Dividends | 2023 |
TSTXX Bank of America Roth IRA ⇒ BlackRock Liquidity Funds T-Fund - Institutional (TSTXX) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends | 2023 | |
USHY Bank of America IRA ⇒ iShares Broad USD High Yield Corporate Bond ETF (USHY) [EF]Exchange Traded Funds (ETF) | $1 - $1,000 | Tax-Deferred | 2023 | ||
TSTXX Bank of America IRA ⇒ BlackRock Liquidity Funds T-Fund - Institutional (TSTXX) [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends, Interest | 2023 | |
- Pennsylvania State Employee Retirement System Defined Benefit Plan [PE]Pensions | $100,001 - $250,000 | 2022 | |||
- Stoker Strategies, LLC, 99% Interest [OL]Ownership Interest | $50,001 - $100,000 | SP | 2022 | ||
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ TIAA Traditional [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Bank of America IRA ⇒ iShares Core US Aggregate Bond ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2022 |
- New York Life Insurance Policy [WU]Whole/Universal Insurance | $50,001 - $100,000 | SP | 2022 | ||
- Bank of America IRA ⇒ Metropolitan West Total Return Bond Fund Class I [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2022 |
- Bank of America IRA ⇒ Vanguard Mid-Cap ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Bank of America IRA ⇒ Vanguard S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2022 |
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ CREF Stock R2 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ Dodge & Cox Stock Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ T. Rowe Price Growth Stock Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Bond Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Large Company Stock Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Bank of America IRA ⇒ iShares Core S&P Small-Cap [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- Bank of America IRA ⇒ iShares Edge MSCI Minimum Volatility EAFE ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2022 |
- Bank of America IRA ⇒ Vanguard Total Intl Bond Index Fund ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2022 |
- Bank of America IRA ⇒ JP Morgan US Large Cap Core Plus Fund Class R6 [EF] DividendsExchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $5,001 - $15,000 | Capital Gains, | 2022 |
- Bank of America IRA ⇒ Vanguard FTSE Developed Markets ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ International Company Stock Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ Prudential Total Return Bond Fund - Class Z [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ Stable Value Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Pennsylvania 529 Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ Short-Term Investment Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Small/Mid Company Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ CREF Bond Market 2 [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ TIAA Real Estate [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ TIAA Traditional [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- New York Life Insurance Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
- Bank of America Advantage Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2022 |
- Bank of America IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends, Interest | 2022 |
- Bank of America IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2022 | |
- Bank of America IRA ⇒ iShares Broad USD High Yield Corp Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2022 |
- Bank of America IRA ⇒ iShares Broad USD High Yield Corp Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Bank of America IRA ⇒ iShares Core S&P Small-Cap [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2022 | |
- Bank of America IRA ⇒ iShares Core US Aggregate Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Bank of America IRA ⇒ iShares Edge MSCI Minimum Volatility EAFE ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Bank of America IRA ⇒ iShares Edge MSCI Minimum Volatility Emerging Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2022 |
- Bank of America IRA ⇒ iShares Edge MSCI Minimum Volatility Emerging Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Bank of America IRA ⇒ JP Morgan US Large Cap Core Plus Fund Class R6 [EF] DividendsExchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2022 | |
- Bank of America IRA ⇒ Metropolitan West Total Return Bond Fund Class I [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Bank of America IRA ⇒ Vanguard FTSE Developed Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Bank of America IRA ⇒ Vanguard FTSE Emerging Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2022 |
- Bank of America IRA ⇒ Vanguard FTSE Emerging Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Bank of America IRA ⇒ Vanguard Mid-Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Bank of America IRA ⇒ Vanguard S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Bank of America IRA ⇒ Vanguard Total Intl Bond Index Fund ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Bank of American Wealth Management MMS Money Market Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2022 |
- Bank of America Advanced Tiered Interest Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2022 |
- Bank of America Roth IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [MF]Mutual Funds | $1 - $1,000 | SP | $1 - $200 | Dividends, Interest | 2022 |
- Bank of America Roth IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends, Interest | 2022 | |
- Pennsylvania State Employee Retirement System Defined Benefit Plan [PE]Pensions | $100,001 - $250,000 | 2021 | |||
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ T. Rowe Price Growth Stock Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Bank of America IRA ⇒ Metropolitan West Total Return Bond Fund Class I [MF]Mutual Funds | $50,001 - $100,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Bank of America IRA ⇒ Vanguard FTSE Developed Markets ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- Stoker Strategies, LLC, 99% Interest [OL]Ownership Interest | $50,001 - $100,000 | SP | 2021 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ CREF Stock R2 [FN]Fixed Annuity | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Bank of America IRA ⇒ Vanguard Mid-Cap ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ Dodge & Cox Stock Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Bank of America IRA ⇒ iShares Core S&P Small-Cap [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2021 |
- Bank of America IRA ⇒ Vanguard S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ TIAA Traditional [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Small/Mid Company Stock Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Bank of America IRA ⇒ SPDR Bloomberg Barclays 1-3 Month T-Bill ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | 2021 | ||
- Bank of America IRA ⇒ iShares Core US Aggregate Bd ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Bank of America IRA ⇒ iShares Broad USD High Yield Corp Bond ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Bank of America Advanced Tiered Interest Checking [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2021 |
- Bank of America IRA ⇒ JP Morgan US Large Cap Core Plus Fund Class R6 [MF] DividendsMutual Funds | $15,001 - $50,000 | SP | $5,001 - $15,000 | Capital Gains, | 2021 |
- Bank of America IRA ⇒ Vanguard Total Intl Bond Index Fund ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- New York Life Insurance Policy [WU]Whole/Universal Insurance | $15,001 - $50,000 | SP | 2021 | ||
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ Prudential Total Return Bond Fund - Class Z [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Bank of America IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [MF]Mutual Funds | $15,001 - $50,000 | SP | $1 - $200 | Dividends, Interest | 2021 |
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ International Company Stock Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Bank of America IRA ⇒ Vanguard FTSE Emerging Mkts ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ Stable Value Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Bond Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Large Company Stock Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Bank of America IRA ⇒ SPDR Bloomberg Barclays 1-3 Month T-Bill ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2021 | |||
- Bank of America IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2021 | |
- Bank of America IRA ⇒ iShares Broad USD High Yield Corp Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- Bank of America IRA ⇒ iShares Core S&P Small-Cap [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- Bank of America IRA ⇒ iShares Core US Aggregate Bd ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- Bank of America IRA ⇒ JP Morgan US Large Cap Core Plus Fund Class R6 [MF] DividendsMutual Funds | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, | 2021 | |
- Bank of America IRA ⇒ Metropolitan West Total Return Bond Fund Class I [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- Bank of America IRA ⇒ Vanguard FTSE Developed Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Bank of America IRA ⇒ Vanguard FTSE Emerging Mkts ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- Bank of America IRA ⇒ Vanguard Mid-Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- Bank of America IRA ⇒ Vanguard S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2021 | |
- Bank of America IRA ⇒ Vanguard Total Intl Bond Index Fund ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2021 | |
- Bank of America Roth IRA ⇒ Vanguard Total Stock Market Index Fund ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- Bank of America Roth IRA ⇒ Vanguard Total Stock Market Index Fund ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Capital Gains | 2021 | |
- New York Life Insurance Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
- Pennsylvania 529 Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ Short-Term Investment Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ CREF Bond Market 2 [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ TIAA Real Estate [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ TIAA Traditional [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Bank of America Roth IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [MF]Mutual Funds | $1 - $1,000 | SP | $1 - $200 | Dividends, Interest | 2021 |
- Bank of America Roth IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [MF]Mutual Funds | $1 - $1,000 | $1 - $200 | Dividends, Interest | 2021 | |
- Secondary Residence [RP]Real Property | $1,000,001 - $5,000,000 | JT | $15,001 - $50,000 | Rent | 2020 |
- Bank of America Wealth Management MMS Money Market Savings [BA]Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | JT | $1 - $200 | Interest | 2020 |
- Pennsylvania State Employee Retirement System Defined Benefit Plan [PE]Pensions | $100,001 - $250,000 | 2020 | |||
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ T. Rowe Price Growth Stock Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ CREF Stock R2 [FN]Fixed Annuity | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Mad4PA PAC [DO]Debts Owed to the Filer | $50,001 - $100,000 | JT | 2020 | ||
- Bank of America IRA ⇒ Vanguard Mid-Cap ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Bank of America IRA ⇒ Vanguard FTSE Developed Markets ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- Bank of America IRA ⇒ Vanguard S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Bank of America IRA ⇒ iShares Core S&P Small-Cap [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ TIAA Traditional [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Stoker Strategies, LLC, 99% Interest [OL]Ownership Interest | $50,001 - $100,000 | SP | 2020 | ||
- Bank of America IRA ⇒ JP Morgan US Large Cap Core Plus Fund Class R6 [EF] DividendsExchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $5,001 - $15,000 | Capital Gains, | 2020 |
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ International Company Stock Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Bank of America IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [IH] InterestIRA (Held in Cash) | $15,001 - $50,000 | SP | $1 - $200 | Dividends, | 2020 |
- Bank of America IRA ⇒ Vanguard Total Intl Bond Index Fund ETF [EF] DividendsExchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, | 2020 |
- Bank of America IRA ⇒ SPDR Bloomberg Barclays 1-3 Month T-Bill ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2020 |
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ Dodge & Cox Stock Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ Prudential Total Return Bond Fund - Class Z [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- New York Life Insurance Policy [WU]Whole/Universal Insurance | $15,001 - $50,000 | SP | 2020 | ||
- Bank of America IRA ⇒ Metropolitan West Total Return Bond Fund Class I Dividends [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $2,501 - $5,000 | Capital Gains, | 2020 |
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ Stable Value Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Bond Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Large Company Stock Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Bank of America IRA ⇒ iShares Core US Aggregate Bd ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2020 |
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ TIAA Traditional [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Bank of America IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [IH] InterestIRA (Held in Cash) | $1,001 - $15,000 | $1 - $200 | Dividends, | 2020 | |
- Bank of America IRA ⇒ iShares Broad USD High Yield Corp Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
- Bank of America IRA ⇒ iShares Broad USD High Yield Corp Bond ETF [EF] DividendsExchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, | 2020 |
- Bank of America IRA ⇒ iShares Core S&P Small-Cap [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- Bank of America IRA ⇒ iShares Core US Aggregate Bd ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
- Bank of America IRA ⇒ JP Morgan US Large Cap Core Plus Fund Class R6 [EF] DividendsExchange Traded Funds (ETF) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains, | 2020 | |
- Bank of America IRA ⇒ Metropolitan West Total Return Bond Fund Class I Dividends [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2020 | |
- Bank of America IRA ⇒ SPDR Bloomberg Barclays 1-3 Month T-Bill ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
- Bank of America IRA ⇒ Vanguard FTSE Developed Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2020 | |
- Bank of America IRA ⇒ Vanguard FTSE Emerging Mkts ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2020 |
- Bank of America IRA ⇒ Vanguard FTSE Emerging Mkts ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
- Bank of America IRA ⇒ Vanguard Mid-Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- Bank of America IRA ⇒ Vanguard S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, Dividends | 2020 | |
- Bank of America IRA ⇒ Vanguard Total Intl Bond Index Fund ETF [EF] DividendsExchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Capital Gains, | 2020 | |
- Bank of America Roth IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [IH] InterestIRA (Held in Cash) | $1,001 - $15,000 | $1 - $200 | Dividends, | 2020 | |
- Bank of America Roth IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [IH] InterestIRA (Held in Cash) | $1,001 - $15,000 | SP | $1 - $200 | Dividends, | 2020 |
- New York Life Insurance Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
- Pennsylvania 529 Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ Short-Term Investment Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Small/Mid Company Stock Index Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ CREF Bond Market 2 [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ TIAA Real Estate [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Bank of America Advanced Tiered Interest Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2020 |
- Wells Fargo Preferred Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2020 |
- Wells Fargo Portfolio Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2020 | ||
- Wells Fargo Platinum Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2020 | ||
- BB&T Bank Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2020 |
- Bank of America IRA ⇒ SPDR Bloomberg Barclays High Yield Bond ETF [EF]Exchange Traded Funds (ETF) | None | SP | $201 - $1,000 | Capital Gains | 2020 |
- Bank of America IRA ⇒ iShares Core S&P Mid Cap ETF [EF]Exchange Traded Funds (ETF) | None | $201 - $1,000 | Capital Gains | 2020 | |
- Bank of America IRA ⇒ iShares Core S&P Mid Cap ETF [EF]Exchange Traded Funds (ETF) | None | SP | $5,001 - $15,000 | Capital Gains | 2020 |
- Pennsylvania State Employee Retirement System Defined Benefit Plan [PE]Pensions | $100,001 - $250,000 | 2019 | |||
- Bank of America IRA ⇒ Vanguard S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | $201 - $1,000 | Dividends | 2019 |
- MAD4PA PAC [DO]Debts Owed to the Filer | $100,001 - $250,000 | JT | 2019 | ||
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ TIAA Traditional [FN]Fixed Annuity | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ T. Rowe Price Growth Stock Fund [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Bank of America IRA ⇒ iShares Core S&P Mid Cap ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $201 - $1,000 | Dividends | 2019 |
- Stoker Strategies, LLC, 99% Interest [OL]Ownership Interest | $50,001 - $100,000 | SP | 2019 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ CREF Stock R2 [FN]Fixed Annuity | $50,001 - $100,000 | Tax-Deferred | 2019 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ Stable Value Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Bond Fund Index [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Large Company Stock Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ U.S. Small/Mid Company Stock Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Bank of America IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [IH] InterestIRA (Held in Cash) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends, | 2019 |
- Bank of America IRA ⇒ Metropolitan West Total Return Bond Fund Class I [MF] DividendsMutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, | 2019 |
- Bank of America IRA ⇒ Vanguard Total Intl Bond Index Fund ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ Prudential Total Return Bond Fund - Class Z [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Bank of America IRA ⇒ iShares Core US Aggregate Bd ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- Bank of America IRA ⇒ Vanguard FTSE Developed Markets ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- Bank of America IRA ⇒ JP Morgan US Large Cap Core Plus Fund Class S [MF] DividendsMutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2019 |
- New York Life Universal Life Insurance Policy [WU]Whole/Universal Insurance | $15,001 - $50,000 | SP | 2019 | ||
- Bank of America IRA ⇒ iShares Core S&P Small-Cap [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ International Company Stock Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- Bank of America IRA ⇒ Vanguard FTSE Emerging Mkts ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- Wells Fargo Preferred Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- Bank of America IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [IH] InterestIRA (Held in Cash) | $1,001 - $15,000 | $1 - $200 | Dividends, | 2019 | |
- Bank of America IRA ⇒ iShares Core S&P Mid Cap ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Bank of America IRA ⇒ iShares Core S&P Small-Cap [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Bank of America IRA ⇒ iShares Core US Aggregate Bd ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Bank of America IRA ⇒ JP Morgan US Large Cap Core Plus Fund Class S [MF] DividendsMutual Funds | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2019 | |
- Bank of America IRA ⇒ Metropolitan West Total Return Bond Fund Class I [MF] DividendsMutual Funds | $1,001 - $15,000 | $1 - $200 | Capital Gains, | 2019 | |
- Bank of America IRA ⇒ SPDR Bloomberg Barclays High Yield Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2019 |
- Bank of America IRA ⇒ SPDR Bloomberg Barclays High Yield Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Bank of America IRA ⇒ Vanguard FTSE Developed Markets ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Bank of America IRA ⇒ Vanguard FTSE Emerging Mkts ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Bank of America IRA ⇒ Vanguard S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Bank of America IRA ⇒ Vanguard Total Intl Bond Index Fund ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2019 | |
- Bank of America Roth IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [IH] InterestIRA (Held in Cash) | $1,001 - $15,000 | $1 - $200 | Dividends, | 2019 | |
- Bank of America Roth IRA ⇒ Blackrock Liquidity T-Fund Institutional Class [IH] InterestIRA (Held in Cash) | $1,001 - $15,000 | SP | $1 - $200 | Dividends, | 2019 |
- BB&T Bank Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- New York Life Universal Life Insurance Policy [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 | |||
- Pennsylvania 529 Guaranteed Savings Plan [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Pennsylvania State Employees' Deferred Compensation Plan ⇒ Short-Term Investment Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ CREF Bond Market 2 [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ TIAA Real Estate [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- TIAA-CREF ⇒ La Salle University DC and TDA Plan ⇒ TIAA Traditional [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- TIAA-CREF ⇒ La Salle University Tax-Deferred Annuity Plan ⇒ Dodge & Cox Stock Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Bank of America Advanced Tiered Interest Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- Bank of America Wealth Management MMS Money Market Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2019 |
- Wells Fargo Platinum Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2019 |
- Wells Fargo Portfolio Checking [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2019 |
- Jadeland Pacific Ltd., 24% Interest [OL]Ownership Interest | None | SP | 2019 |
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