—
Net Worth Est.
$8.99MTrade volume
$0Total trades
-----Last Traded
----Exchange Traded Funds (ETF)
$3.9M
Mutual Funds
$3.43M
Real Property
$625K
Ownership Interest
$525.5K
Bank Accounts, Money Market Accounts and CDs
$455.51K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Vanguard Investment Account ⇒ Value Index Fund [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Vanguard Investment Account ⇒ Value Index Fund [MF]Mutual Funds | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Dividends | 2023 |
- Columbia Acorn International Fund [MF]Mutual Funds | $250,001 - $500,000 | Dividends | 2023 | ||
- Vanguard Investment Account ⇒ 500 Index Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2023 |
- Hague NY Property Trust [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2023 | |
- Elfun Trusts Funds [MF]Mutual Funds | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Interest | 2023 | |
- Munley Law Profit Sharing Plan ⇒ IShares IBOXX Invt Grade Corp Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Vanguard Investment Account ⇒ Wellesley Income Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2023 |
- Vanguard Investment Account ⇒ Treasury Money Market [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2023 |
- Vanguard Investment Account ⇒ Emerging Markets Stock Index [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Dividends | 2023 |
- Vanguard Investment Account ⇒ Cash Reserve Federal Money Market Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2023 |
- UBS Investment Account ⇒ UBS Prime Reserves Fund [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2023 |
- Archer Partners LLC ⇒ Piper Archer III Single Prop aircraft [OL]Ownership Interest | $100,001 - $250,000 | 2023 | |||
- People's Security Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2023 | |
- Penn Avenue Properties [RP]Real Property | $100,001 - $250,000 | SP | 2023 | ||
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE All World Ex-US [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Munley Law Profit Sharing Plan ⇒ SPDR Portfolio Short Term Corp Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Munley Law Profit Sharing Plan ⇒ SPDR Portfolio Short Term Corp Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Value [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Growth [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Munley Law Profit Sharing Plan ⇒ IShares JPM USD Emerging Markets Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI EAFE [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Munley Law Profit Sharing Plan ⇒ IShares Broad USD Invt Grade [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Munley Law Profit Sharing Plan ⇒ IShares 1-3 Treasury Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Munley Law Profit Sharing Plan ⇒ IShares 1-3 Treasury Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- Munley Law Profit Sharing Plan ⇒ IShares 0-5 Year High Yield Corp Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
- Munley Law PC [OL]Ownership Interest | $100,001 - $250,000 | SP | 2023 | ||
- Munley Financing [OL]Ownership Interest | $100,001 - $250,000 | SP | $2,501 - $5,000 | Interest | 2023 |
- Munley Law Profit Sharing Plan ⇒ IShares Broad USD Invt Grade [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Munley Law Profit Sharing Plan ⇒ IShares 3-7 Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
REIT Vanguard Investment Account ⇒ Real Estate Index (REIT) [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2023 |
- Munley Law Profit Sharing Plan ⇒ iShares 20+ Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Munley Law Profit Sharing Plan ⇒ iShares 20+ Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
VTI Charles Schwab Investment Account ⇒ Vanguard Total Stock Market ETF (VTI) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI Emerging Markets [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Munley Law Profit Sharing Plan ⇒ IShares IBOXX Invt Grade Corp Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell MidCap [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
SNOXX Charles Schwab Investment Account ⇒ Schwab Treasury Obligations Money Fund - Investor Shares (SNOXX) [MF]Mutual Funds | $50,001 - $100,000 | JT | Dividends | 2023 | |
- Munley Law Profit Sharing Plan ⇒ IShares JPM USD Emerging Markets Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Russell 2000 [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Munley Law Profit Sharing Plan ⇒ IShares 7-10 Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE Emerging Markets [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
- Nantucket Holding Company [RP]Real Property | $50,001 - $100,000 | JT | $15,001 - $50,000 | Rent | 2023 |
- Munley Law Profit Sharing Plan ⇒ IShares 0-5 Year High Yield Corp Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Munley Law Profit Sharing Plan ⇒ IShares 3-7 Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
AIRR Charles Schwab Investment Account ⇒ First Trust RBA American Industrial Renaissance ETF (AIRR) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | Dividends | 2023 | |
ALHYX Morgan Stanley Investment Account ⇒ AB Bond Funds - AB Short Duration High Yield Portfolio - Advisor Class (ALHYX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- Morgan Stanley Investment Account ⇒ AB Large-Cap Growth Adv [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
WMPXX Morgan Stanley Investment Account ⇒ Allspring Money Market Fund - Premier Class (WMPXX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
- Morgan Stanley Investment Account ⇒ American Balanced F2 [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ Columbia Balanced Inst [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2023 | |
FRIRX Morgan Stanley Investment Account ⇒ Fidelity Advisor Real Estate Income Fund: Class I (FRIRX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Wayne Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
- Blackrock Mid Cap Growth A [MF]Mutual Funds | $15,001 - $50,000 | JT | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ Hartford Balanced Inc [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2023 | |
- UBS Investment Account ⇒ Vanguard Total Stock Market [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- UBS Investment Account ⇒ Vanguard Short Term Corporate Bond [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
- Morgan Stanley Investment Account ⇒ Gateway Fund Y [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
- UBS Investment Account ⇒ Pimco Enhanced Short Maturation [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
- UBS Investment Account ⇒ Ishares Core MSCI EAFE [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
- Morgan Stanley Investment Account ⇒ JPMorgan Equity Premium INCO [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ Guggenheim Floating Rt Straight I [MF]Mutual Funds | $15,001 - $50,000 | JT | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ Janus Henderson Balanced [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE All World Ex-US [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Munley Law Profit Sharing Plan ⇒ US Treasury Note 2/15/2023 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
PCEXX Munley Law Profit Sharing Plan ⇒ UBS Government Money Market Investments Class P (PCEXX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
PCEXX Munley Law Profit Sharing Plan ⇒ UBS Government Money Market Investments Class P (PCEXX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
FEPIX Morgan Stanley Investment Account ⇒ Fidelity Advisor Total Bond Fund: Class I (FEPIX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Munley Law Profit Sharing Plan ⇒ Liquid Assets Govt Fund [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell MidCap [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Morgan Stanley Investment Account ⇒ First Eagle Global [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2023 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Value [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Growth [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI EAFE [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Morgan Stanley Investment Account ⇒ Gabelli Utilities I [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
- Met Life Whole Life Policy [WU]Whole/Universal Insurance | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2023 | |
PAVE Charles Schwab Investment Account ⇒ Global X Funds Global X U.S. Infrastructure Development ETF (PAVE) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2023 |
URA Charles Schwab Investment Account ⇒ Global X Uranium ETF (URA) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
XLB Charles Schwab Investment Account ⇒ Materials Select Sector SPDR (XLB) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
GLD Charles Schwab Investment Account ⇒ SPDR Gold Trust (GLD) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2023 |
XRT Charles Schwab Investment Account ⇒ SPDR S&P Retail ETF (XRT) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
XLY Charles Schwab Investment Account ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2023 |
XLI Charles Schwab Investment Account ⇒ SPDR Select Sector Fund - Industrial (XLI) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
XLK Charles Schwab Investment Account ⇒ SPDR Select Sector Fund - Technology (XLK) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2023 |
GDX Charles Schwab Investment Account ⇒ VanEck Gold Miners ETF (GDX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
IFV Charles Schwab Investment Account ⇒ First Trust Dorsey Wright International Focus 5 ETF (IFV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
IPAY Charles Schwab Investment Account ⇒ Amplify ETF Trust Amplify Mobile Payments ETF (IPAY) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2023 |
- Merrill Edge Cash/Money Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2023 | |||
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI Emerging Markets [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
BMY TD Ameritrade Account ⇒ Bristol-Myers Squibb Company (BMY) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
GE TD Ameritrade Account ⇒ General Electric Company (GE) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE Emerging Markets [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- TD Ameritrade Account ⇒ TD Ameritrade Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Interest | 2023 | |
IWM Charles Schwab Investment Account ⇒ iShares Russell 2000 ETF (IWM) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
- Charles Schwab Investment Account ⇒ Bank Sweep account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
LMGNX Morgan Stanley Investment Account ⇒ ClearBridge International Growth Fund Class I (LMGNX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
- Morgan Stanley Investment Account ⇒ Morgan Stanley Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2023 |
- Morgan Stanley Investment Account ⇒ Catalyst Millburn HGD Strat I [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ Ishares Core S&P Small Cap E [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ Calamos Phineus Long/Short I [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2023 | |
- Munley Law Profit Sharing Plan ⇒ Liquid Assets Govt Fund [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Morgan Stanley Investment Account ⇒ AB Select US Long/Short [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2023 |
- UBS Investment Account ⇒ UBS Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2023 | ||
KRE Charles Schwab Investment Account ⇒ SPDR S&P Regional Banking ETF (KRE) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Munley Law Profit Sharing Plan ⇒ IShares Russell 2000 [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- PNC Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
PEJ Charles Schwab Investment Account ⇒ Invesco Leisure and Entertainment ETF (PEJ) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
RSPD Charles Schwab Investment Account ⇒ Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
RSPT Charles Schwab Investment Account ⇒ Invesco S&P 500 Equal Weight Technology ETF (RSPT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
VO Morgan Stanley Investment Account ⇒ Vanguard Mid-Cap ETF (VO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
- Morgan Stanley Investment Account ⇒ Vanguard Health Care ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2023 |
FSCIX Morgan Stanley Investment Account ⇒ Fidelity Advisor Small Cap Fund: Class I (FSCIX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2023 | ||
FIMKX Morgan Stanley Investment Account ⇒ Fidelity Advisor Emerging Markets Fund: Class I (FIMKX) [MF]Mutual Funds | $1,001 - $15,000 | JT | 2023 | ||
- Morgan Stanley Investment Account ⇒ Hartford Schr US Mdcp Opp I [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ ETG - Eaton Vance Tax Advantage Global Dividend [OT]Other | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Archer Partners LLC ⇒ People's Security Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2023 | |||
WAB TD Ameritrade Account ⇒ Westinghouse Air Brake Technologies Corporation (WAB) [ST]Stocks | $1 - $1,000 | JT | $1 - $200 | Dividends | 2023 |
- B.O.B. Digital Marketing Agency, LLC [OL]Ownership Interest | $1 - $1,000 | SP | 2023 | ||
- Morgan Stanley Investment Account ⇒ Franklin Income Adv [MF]Mutual Funds | None | JT | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ JP Morgan Hedged Equity [MF]Mutual Funds | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
- Morgan Stanley Investment Account ⇒ JPMorgan Income Builder [MF]Mutual Funds | None | JT | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ Guggenheim Macro Opportunities [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2023 |
- "Litigating Business and Commercial Tort Cases" published by Thomson Reuters [IP]Intellectual Property & Royalties | Undetermined | $1,001 - $2,500 | Royalties | 2023 | |
- Morgan Stanley Investment Account ⇒ Angel Oak Multi Strat Inc I [MF]Mutual Funds | None | JT | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ Pimco Income 12 [MF]Mutual Funds | None | JT | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ AB High Income Adv [MF]Mutual Funds | None | JT | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ Locorr Macro Strategies I [MF]Mutual Funds | None | JT | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ Franklin Hi Yield Tx Fr Adv [MF]Mutual Funds | None | JT | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ Victory Incore Investment Grade [MF]Mutual Funds | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2023 |
- Morgan Stanley Investment Account ⇒ Voya Strategic Income Oppportunity [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2023 |
- Morgan Stanley Investment Account ⇒ Goldman Sachs Inc Builder [MF]Mutual Funds | None | JT | Dividends | 2023 | |
- Morgan Stanley Investment Account ⇒ Eaton Vance Advantage Floating Rate [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2023 |
- Morgan Stanley Investment Account ⇒ Credit Suisse Strategic Income [MF]Mutual Funds | None | JT | $1 - $200 | Dividends | 2023 |
- Vanguard Investment Account ⇒ Value Index Fund [MF]Mutual Funds | $500,001 - $1,000,000 | JT | $15,001 - $50,000 | Dividends | 2022 |
- Vanguard Investment Account ⇒ 500 Index Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2022 |
- Hague NY Property Trust [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2022 | |
- Columbia Acorn International Fund [MF]Mutual Funds | $250,001 - $500,000 | $5,001 - $15,000 | Dividends | 2022 | |
- Elfun Trusts Funds [MF]Mutual Funds | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Interest | 2022 | |
- Vanguard Investment Account ⇒ Emerging Markets Stock Index [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Dividends | 2022 |
- Archer Partners LLC ⇒ Piper Archer III Single Prop aircraft [OL]Ownership Interest | $100,001 - $250,000 | 2022 | |||
- Munley Financing [OL]Ownership Interest | $100,001 - $250,000 | SP | $2,501 - $5,000 | Interest | 2022 |
- Munley Law Profit Sharing Plan ⇒ IShares 1-3 Treasury Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- Munley Law Profit Sharing Plan ⇒ IShares 1-3 Treasury Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI EAFE [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Growth [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Value [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- Munley Law Profit Sharing Plan ⇒ SPDR Portfolio Short Term Corp Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ SPDR Portfolio Short Term Corp Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE All World Ex-US [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
- Penn Avenue Properties [RP]Real Property | $100,001 - $250,000 | SP | $15,001 - $50,000 | Rent | 2022 |
- People's Security Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2022 | |
- Vanguard Investment Account ⇒ Cash Reserve Federal Money Market Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
- Vanguard Investment Account ⇒ Treasury Money Market [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
- Vanguard Investment Account ⇒ Wellesley Income Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2022 |
- Munley Law Profit Sharing Plan ⇒ IShares 0-5 Year High Yield Corp Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Munley Law Profit Sharing Plan ⇒ iShares 20+ Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell MidCap [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Munley Law Profit Sharing Plan ⇒ Liquid Assets Govt Fund [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Munley Law Profit Sharing Plan ⇒ IShares 0-5 Year High Yield Corp Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ iShares 20+ Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
REIT Vanguard Investment Account ⇒ Real Estate Index (REIT) [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2022 |
- Nantucket Holding Company [RP]Real Property | $50,001 - $100,000 | JT | $15,001 - $50,000 | Rent | 2022 |
- Munley Law Profit Sharing Plan ⇒ IShares 3-7 Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ IShares 7-10 Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Broad USD Invt Grade [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Broad USD Invt Grade [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Munley Law PC [OL]Ownership Interest | $50,001 - $100,000 | 2022 | |||
- Munley Law Profit Sharing Plan ⇒ IShares 3-7 Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI Emerging Markets [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Munley Law Profit Sharing Plan ⇒ IShares IBOXX Invt Grade Corp Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Munley Law Profit Sharing Plan ⇒ IShares IBOXX Invt Grade Corp Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ IShares JPM USD Emerging Markets Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ IShares JPM USD Emerging Markets Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- Wayne Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- Merrill Edge Cash/Money Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2022 | |||
- Blackrock Mid Cap Growth A [MF]Mutual Funds | $15,001 - $50,000 | JT | Dividends | 2022 | |
- Met Life Whole Life Policy [WU]Whole/Universal Insurance | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2022 | |
- Morgan Stanley Investment Account ⇒ American Balanced F2 [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ Columbia Balanced Inst [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ First Eagle Global [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ Franklin Income Adv [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ Goldman Sachs Inc Builder [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ Hartford Balanced Inc [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ Janus Henderson Balanced [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ JP Morgan Hedged Equity [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ JPMorgan Equity Premium INCO [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ JPMorgan Income Builder [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2022 | |
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI EAFE [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Growth [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Value [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Russell 2000 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell MidCap [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ Liquid Assets Govt Fund [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ US Treasury Note 2/15/2023 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE All World Ex-US [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE Emerging Markets [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- UBS Investment Account ⇒ Ishares Core MSCI EAFE [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- UBS Investment Account ⇒ Pimco Enhanced Short Maturation [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- UBS Investment Account ⇒ Vanguard Short Term Corporate Bond [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- UBS Investment Account ⇒ Vanguard Total Stock Market [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Gabelli Utilities I [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Pimco Income 12 [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2022 | |
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE Emerging Markets [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Russell 2000 [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Morgan Stanley Investment Account ⇒ Eaton Vance Advantage Floating Rate [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Credit Suisse Strategic Income [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Morgan Stanley Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2022 |
- UBS Investment Account ⇒ UBS Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2022 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI Emerging Markets [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Morgan Stanley Investment Account ⇒ Catalyst Millburn HGD Strat I [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ Calamos Phineus Long/Short I [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ Locorr Macro Strategies I [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ Vanguard Health Care ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Voya Strategic Income Oppportunity [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Victory Incore Investment Grade [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Gateway Fund Y [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Franklin Hi Yield Tx Fr Adv [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2022 | |
- TD Ameritrade Account ⇒ TD Ameritrade Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Interest | 2022 | |
GE TD Ameritrade Account ⇒ General Electric Company (GE) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
BMY TD Ameritrade Account ⇒ Bristol-Myers Squibb Company (BMY) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Ishares Core S&P Small Cap E [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ Hartford Schr US Mdcp Opp I [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ Angel Oak Multi Strat Inc I [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ Guggenheim Macro Opportunities [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ AB Select US Long/Short [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ AB Large-Cap Growth Adv [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ AB High Income Adv [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ Guggenheim Floating Rt Straight I [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2022 | |
- PNC Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2022 | |||
WAB TD Ameritrade Account ⇒ Westinghouse Air Brake Technologies Corporation (WAB) [ST]Stocks | $1 - $1,000 | JT | $1 - $200 | Dividends | 2022 |
- B.O.B. Digital Marketing Agency, LLC [OL]Ownership Interest | $1 - $1,000 | SP | 2022 | ||
- Archer Partners LLC ⇒ People's Security Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2022 | |||
- Morgan Stanley Investment Account ⇒ Blackrock Midcap Growth [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Munley Law Profit Sharing Plan ⇒ US Treasury Inflation Protected Note 7/15/2022 [EF]Exchange Traded Funds (ETF) | None | Tax-Deferred | 2022 | ||
- Morgan Stanley Investment Account ⇒ Wisdomtree US Midcap [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Wisdomtree Trust US Quality [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ WCM International Small Cap Growth [MF]Mutual Funds | None | SP | $201 - $1,000 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ WCM Focused International Growth [MF]Mutual Funds | None | SP | $201 - $1,000 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Virtus KAR Small Cap [MF]Mutual Funds | None | SP | $201 - $1,000 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Nuance MidCap Value Institutional [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Massmutual Global Credit [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Lord Abbett Short Duration [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Legg Mason Clearbridge [MF]Mutual Funds | None | SP | Dividends | 2022 | |
- Morgan Stanley Investment Account ⇒ Goldman Sachs High Yield Muni [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Goldman Sachs Dynamic Muni [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Franklin Dynatech Advisor [MF]Mutual Funds | None | SP | $201 - $1,000 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Fidelity Advantage Growth Opportunities [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Columbia Strategic Muni Inc [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Columbia Small Cap Growth [MF]Mutual Funds | None | SP | $1,001 - $2,500 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Columbia Dividend Income [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Brandywine Global High Yield [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ T Rowe Price Global Stock Fund [MF]Mutual Funds | None | SP | $1,001 - $2,500 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ T Rowe Price All Cap Opportunity Fund [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Cohen & Steers Low Duration [MF]Mutual Funds | None | SP | $201 - $1,000 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Principal Blue Chip [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Victory Floating Rate [MF]Mutual Funds | None | SP | $201 - $1,000 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Blackrock Income Institutional [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ Baron Growth Institutional [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ American WA Mutual [MF]Mutual Funds | None | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2022 |
- Morgan Stanley Investment Account ⇒ AB Flexfee Large Cap [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2022 |
- "Litigating Business and Commercial Tort Cases" published by Thomson Reuters [IP]Intellectual Property & Royalties | Undetermined | $1,001 - $2,500 | Royalties | 2022 | |
- Vanguard Investment Account ⇒ Value Index Fund [MF]Mutual Funds | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Dividends | 2021 |
- Columbia Acorn International Fund [MF]Mutual Funds | $250,001 - $500,000 | $50,001 - $100,000 | Capital Gains, Dividends | 2021 | |
- Vanguard Investment Account ⇒ Treasury Money Market [MF]Mutual Funds | $250,001 - $500,000 | JT | $1 - $200 | Dividends | 2021 |
- Hague NY Property Trust [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2021 | |
- Vanguard Investment Account ⇒ 500 Index Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2021 |
- Elfun Trusts Funds [MF]Mutual Funds | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Interest | 2021 | |
- Archer Partners LLC ⇒ Piper Archer III Single Prop aircraft [OL]Ownership Interest | $100,001 - $250,000 | 2021 | |||
- Vanguard Investment Account ⇒ Wellesley Income Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2021 |
- Vanguard Investment Account ⇒ Emerging Markets Stock Index [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2021 |
- Vanguard Investment Account ⇒ Cash Reserve Federal Money Market Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $1 - $200 | Interest | 2021 |
- People's Security Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1,001 - $2,500 | Interest | 2021 | |
- Penn Avenue Properties [RP]Real Property | $100,001 - $250,000 | SP | $15,001 - $50,000 | Rent | 2021 |
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE All World Ex-US [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Munley Law Profit Sharing Plan ⇒ SPDR Portfolio Short Term Corp Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Munley Law Profit Sharing Plan ⇒ SPDR Portfolio Short Term Corp Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Value [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Growth [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Munley Law Profit Sharing Plan ⇒ IShares IBOXX Invt Grade Corp Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Munley Law Profit Sharing Plan ⇒ IShares IBOXX Invt Grade Corp Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI EAFE [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Munley Law Profit Sharing Plan ⇒ IShares Broad USD Invt Grade [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Munley Law Profit Sharing Plan ⇒ IShares Broad USD Invt Grade [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Munley Law Profit Sharing Plan ⇒ IShares 3-7 Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Munley Law Profit Sharing Plan ⇒ IShares 1-3 Treasury Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
- Munley Law Profit Sharing Plan ⇒ IShares 0-5 Year High Yield Corp Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
- Munley Financing [OL]Ownership Interest | $100,001 - $250,000 | SP | $1,001 - $2,500 | Interest | 2021 |
- Munley Law PC [OL]Ownership Interest | $50,001 - $100,000 | 2021 | |||
- UBS Investment Account ⇒ Ishares Core MSCI EAFE [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Munley Law Profit Sharing Plan ⇒ IShares 7-10 Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Munley Law Profit Sharing Plan ⇒ iShares 20+ Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE Emerging Markets [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Munley Law Profit Sharing Plan ⇒ Liquid Assets Govt Fund [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell MidCap [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Nantucket Holding Company [RP]Real Property | $50,001 - $100,000 | JT | $15,001 - $50,000 | Rent | 2021 |
- Munley Law Profit Sharing Plan ⇒ IShares 1-3 Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell 2000 [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
REIT Vanguard Investment Account ⇒ Real Estate Index (REIT) [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2021 |
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Value [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Growth [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Munley Law Profit Sharing Plan ⇒ IShares 3-7 Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Munley Law Profit Sharing Plan ⇒ IShares JPM USD Emerging Markets Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- Munley Law Profit Sharing Plan ⇒ IShares JPM USD Emerging Markets Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Blackrock Mid Cap Growth A [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Dividends | 2021 |
- Munley Law Profit Sharing Plan ⇒ IShares 0-5 Year High Yield Corp Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- UBS Investment Account ⇒ Vanguard Short Term Corporate Bond [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI Emerging Markets [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- UBS Investment Account ⇒ Vanguard Total Stock Market [MF]Mutual Funds | $50,001 - $100,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Columbia Dividend Income [MF]Mutual Funds | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2021 |
- Wayne Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
- Morgan Stanley Investment Account ⇒ American WA Mutual [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Credit Suisse Strategic Income [MF]Mutual Funds | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2021 |
- Munley Law Profit Sharing Plan ⇒ iShares 20+ Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- UBS Investment Account ⇒ Pimco Enhanced Short Maturation [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Victory Floating Rate [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Legg Mason Clearbridge [MF]Mutual Funds | $15,001 - $50,000 | SP | Dividends | 2021 | |
- Munley Law Profit Sharing Plan ⇒ US Treasury Inflation Protected Note 7/15/2022 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Morgan Stanley Investment Account ⇒ Lord Abbett Short Duration [MF]Mutual Funds | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2021 |
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE All World Ex-US [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Morgan Stanley Investment Account ⇒ Blackrock Income Institutional [MF]Mutual Funds | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2021 |
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI EAFE [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Munley Law Profit Sharing Plan ⇒ Liquid Assets Govt Fund [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Morgan Stanley Investment Account ⇒ Principal Blue Chip [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Blackrock Midcap Growth [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Munley Law Profit Sharing Plan ⇒ IShares Russell MidCap [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Morgan Stanley Investment Account ⇒ Nuance MidCap Value Institutional [MF]Mutual Funds | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2021 |
- Met Life Whole Life Policy [WU]Whole/Universal Insurance | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2021 | |
- Morgan Stanley Investment Account ⇒ Franklin Dynatech Advisor [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Munley Law Profit Sharing Plan ⇒ US Treasury Note 2/15/2023 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Merrill Edge Cash/Money Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2021 | |||
- PNC Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2021 | |||
- Morgan Stanley Investment Account ⇒ Goldman Sachs Dynamic Muni [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE Emerging Markets [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
GE TD Ameritrade Account ⇒ General Electric Company (GE) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Columbia Strategic Muni Inc [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Columbia Small Cap Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | $1,001 - $2,500 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Morgan Stanley Bank Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2021 |
- Morgan Stanley Investment Account ⇒ Baron Growth Institutional [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Cohen & Steers Low Duration [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Brandywine Global High Yield [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- Munley Law Profit Sharing Plan ⇒ IShares Russell 2000 [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Morgan Stanley Investment Account ⇒ Fidelity Advantage Growth Opportunities [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI Emerging Markets [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Morgan Stanley Investment Account ⇒ Eaton Vance Advantage Floating Rate [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Wisdomtree US Midcap [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Wisdomtree Trust US Quality [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ WCM International Small Cap Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ WCM Focused International Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Voya Strategic Income Oppportunity [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Virtus KAR Small Cap [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Goldman Sachs High Yield Muni [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
BMY TD Ameritrade Account ⇒ Bristol-Myers Squibb Company (BMY) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Massmutual Global Credit [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- TD Ameritrade Account ⇒ TD Ameritrade Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Interest | 2021 | |
- Morgan Stanley Investment Account ⇒ T Rowe Price Global Stock Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $1,001 - $2,500 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ T Rowe Price All Cap Opportunity Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ AB Flexfee Large Cap [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Guggenheim Macro Opportunities [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2021 |
- B.O.B. Digital Marketing Agency, LLC [OL]Ownership Interest | $1 - $1,000 | SP | 2021 | ||
- Archer Partners LLC ⇒ People's Security Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2021 | |||
WAB TD Ameritrade Account ⇒ Westinghouse Air Brake Technologies Corporation (WAB) [ST]Stocks | $1 - $1,000 | JT | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Invesco Conservative Inc Institutional [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ JP Morgan Global Bond Opportunity [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ JP Morgan Hedged Equity [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Loomis Sayles Global Allocation [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Lord Abbett Bond Debenture [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Vanguard Investment Account ⇒ Vanguard Growth Index Fund [MF]Mutual Funds | None | JT | $2,501 - $5,000 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Lazard Global Listed [MF]Mutual Funds | None | SP | Dividends | 2021 | |
- Morgan Stanley Investment Account ⇒ Columbia Floating Rate [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Virtus KAR International Small Cap [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Victory Incore Investment Grade [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Semper MBS Total Return [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Putnam Ultra Short Duration [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Putnam Diversified [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Principal MidCap [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Pioneer Multi Asset Ultra-Short [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Pimco International Bond USD Hedged [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ PGIM Short Duration High Yield [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ PGIM Absolute Return Bond [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Performance Trust Strategic Bond [MF]Mutual Funds | None | SP | Dividends | 2021 | |
- Morgan Stanley Investment Account ⇒ Pacific Floating Rate [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Natixis US Opportunity [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ MSIF Ultra-Short Income [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Morgan Stanley Mortgage Securities Trust [MF]Mutual Funds | None | SP | Dividends | 2021 | |
- Morgan Stanley Investment Account ⇒ Morgan Stanley Global Fixed Income [MF]Mutual Funds | None | SP | $1 - $200 | Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Aquila Three Peaks Opportunity Growth [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- "Litigating Business and Commercial Tort Cases" published by Thomson Reuters [IP]Intellectual Property & Royalties | Undetermined | $1,001 - $2,500 | Royalties | 2021 | |
- Morgan Stanley Investment Account ⇒ AB Select US Long/Short [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Calvert Small Cap [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Morgan Stanley Investment Account ⇒ Janus Henderson Balanced [MF]Mutual Funds | None | SP | $201 - $1,000 | Capital Gains, Dividends | 2021 |
- Vanguard Investment account ⇒ 500 Index Fund [MF]Mutual Funds | $500,001 - $1,000,000 | JT | $5,001 - $15,000 | Dividends | 2020 |
- Elfun Trusts Funds [MF]Mutual Funds | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Interest | 2020 | |
- Columbia acorn International Fund [MF]Mutual Funds | $250,001 - $500,000 | $15,001 - $50,000 | Capital Gains, Dividends | 2020 | |
- People's Security Bank accounts [Ba]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $1,001 - $2,500 | Interest | 2020 | |
- Vanguard Investment account ⇒ Cash Reserve Federal Money Market Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $1,001 - $2,500 | Interest | 2020 |
- Vanguard Investment account ⇒ Vanguard Growth Index Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $2,501 - $5,000 | Dividends | 2020 |
- Vanguard Investment account ⇒ Value Index Fund [MF]Mutual Funds | $250,001 - $500,000 | JT | $5,001 - $15,000 | Dividends | 2020 |
- Hague NY Property Trust [RP]Real Property | $250,001 - $500,000 | $5,001 - $15,000 | Rent | 2020 | |
- Munley Financing [OL]Ownership Interest | $100,001 - $250,000 | SP | $2,501 - $5,000 | Interest | 2020 |
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Value [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Munley Law Profit Sharing Plan ⇒ SPDR Portfolio Short Term Corp Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- 227 Penn avenue [RP]Real Property | $100,001 - $250,000 | SP | $15,001 - $50,000 | Rent | 2020 |
- Vanguard Investment account ⇒ Wellesley Income Fund [MF]Mutual Funds | $100,001 - $250,000 | JT | $5,001 - $15,000 | Capital Gains, Dividends | 2020 |
- Munley Law Profit Sharing Plan ⇒ SPDR Portfolio Short Term Corp Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Growth [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Vanguard Investment account ⇒ Emerging Markets Stock Index [MF]Mutual Funds | $100,001 - $250,000 | JT | $2,501 - $5,000 | Dividends | 2020 |
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE all World Ex-US [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Munley Law Profit Sharing Plan ⇒ IShares IBOXX Invt Grade Corp Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Munley Law Profit Sharing Plan ⇒ IShares JPM USD Emerging Markets Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- archer Partners LLC ⇒ Piper archer III Single Prop aircraft [OL]Ownership Interest | $100,001 - $250,000 | 2020 | |||
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI EaFE [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Wayne Bank accounts [Ba]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2020 | |
- Munley Law Profit Sharing Plan ⇒ IShares Broad USD Invt Grade [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Munley Law Profit Sharing Plan ⇒ IShares 3-7 Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Munley Law Profit Sharing Plan ⇒ IShares 1-3 Treasury Bond [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Nantucket Holding Company [RP]Real Property | $50,001 - $100,000 | JT | $15,001 - $50,000 | Rent | 2020 |
- Munley Law PC [OL]Ownership Interest | $50,001 - $100,000 | 2020 | |||
- Munley Law Profit Sharing Plan ⇒ IShares 0-5 Year High Yield Corp Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Munley Law Profit Sharing Plan ⇒ IShares 0-5 Year High Yield Corp Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Munley Law Profit Sharing Plan ⇒ IShares 1-3 Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Munley Law Profit Sharing Plan ⇒ iShares 20+ Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Munley Law Profit Sharing Plan ⇒ IShares 3-7 Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Munley Law Profit Sharing Plan ⇒ IShares 7-10 Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Broad USD Invt Grade [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Morgan Stanley Investment account ⇒ Invesco Conservative Inc Institutional [MF]Mutual Funds | $50,001 - $100,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ MSIF Ultra-Short Income [MF]Mutual Funds | $50,001 - $100,000 | SP | $1 - $200 | Dividends | 2020 |
REIT Vanguard Investment account ⇒ Real Estate Index (REIT) [MF]Mutual Funds | $50,001 - $100,000 | JT | $2,501 - $5,000 | Dividends | 2020 |
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE Emerging Markets [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Munley Law Profit Sharing Plan ⇒ Liquid assets Govt Fund [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell MidCap [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell 2000 [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Growth [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI Emerging Markets [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Munley Law Profit Sharing Plan ⇒ IShares JPM USD Emerging Markets Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Munley Law Profit Sharing Plan ⇒ IShares IBOXX Invt Grade Corp Bond [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
- Morgan Stanley Investment account ⇒ Putnam Ultra Short Duration [MF]Mutual Funds | $50,001 - $100,000 | SP | $1 - $200 | Dividends | 2020 |
- Blackrock Mid Cap Growth a [MF]Mutual Funds | $50,001 - $100,000 | JT | 2020 | ||
- Munley Law Profit Sharing Plan ⇒ US Treasury Inflation Protected Note 7/15/2022 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Merrill Edge Cash/Money account [Ba]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2020 | |||
- Munley Law Profit Sharing Plan ⇒ IShares Russell 1000 Value [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI EaFE [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE all World Ex-US [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Munley Law Profit Sharing Plan ⇒ iShares 20+ Year Treasury Bond [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Munley Law Profit Sharing Plan ⇒ US Treasury Note 2/15/2023 [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Munley Law Profit Sharing Plan ⇒ IShares Russell MidCap [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Met Life Whole Life Policy [WU]Whole/Universal Insurance | $15,001 - $50,000 | $1,001 - $2,500 | Dividends, Interest | 2020 | |
- Munley Law Profit Sharing Plan ⇒ Liquid assets Govt Fund [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Morgan Stanley Investment account ⇒ Nuance MidCap Value Institutional [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Natixis US Opportunity [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Morgan Stanley Mortgage Securities Trust [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2020 | |
- Morgan Stanley Investment account ⇒ Morgan Stanley Global Fixed Income [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Lord abbett Short Duration [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Lord abbett Bond Debenture [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Loomis Sayles Global allocation [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Legg Mason Clearbridge [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2020 | |
- Morgan Stanley Investment account ⇒ Lazard Global Listed [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2020 | |
- Morgan Stanley Investment account ⇒ JP Morgan Hedged Equity [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Baron Growth Institutional [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Virtus KaR Small Cap Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ JP Morgan Global Bond Opportunity [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Virtus KaR International Small Cap [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Janus Henderson Balanced [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Goldman Sachs Dynamic Muni [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Fidelity advisor Growth Opportunities [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Eaton Vance advantage Floating Rate [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Credit Suisse Strategic Income [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Columbia Strategic Muni Inc [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Columbia Floating Rate [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Munley Law Profit Sharing Plan ⇒ IShares Core MSCI Emerging Markets [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Morgan Stanley Investment account ⇒ Pimco International Bond USD Hedged [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Pioneer Multi asset Ultra-Short [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Principal Blue Chip [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Principal MidCap [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Putnam Diversified [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Victory Incore Investment Grade [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Semper MBS Total Return [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ aB Flexfee Large Cap [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2020 | |
- Morgan Stanley Investment account ⇒ Columbia Dividend Income1 [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Calvert Small Cap [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Blackrock Income Institutional [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ aquila Three Peaks Opportunity Growth [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- TD ameritrade account ⇒ TD ameritrade Sweep account [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Interest | 2020 | |
- Munley Law Profit Sharing Plan ⇒ IShares Russell 2000 [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Morgan Stanley Investment account ⇒ Morgan Stanley Bank account [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2020 |
- Munley Law Profit Sharing Plan ⇒ Vanguard FTSE Emerging Markets [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Morgan Stanley Investment account ⇒ aB Select US Long/Short [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
BMY TD ameritrade account ⇒ Bristol-Myers Squibb Company (BMY) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
GE TD ameritrade account ⇒ General Electric Company (GE) [ST]Stocks | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
- PNC Bank accounts [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2020 | |||
- Morgan Stanley Investment account ⇒ PGIM Short Duration High Yield [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ PGIM absolute Return Bond [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Performance Trust Strategic Bond [MF]Mutual Funds | $1,001 - $15,000 | SP | Dividends | 2020 | |
- Morgan Stanley Investment account ⇒ Pacific Floating Rate [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Investment account ⇒ Voya Strategic Income Oppportunity [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
WaB TD ameritrade account ⇒ Westinghouse air Brake Technologies Corporation (WaB) [ST]Stocks | $1 - $1,000 | JT | $1 - $200 | Dividends | 2020 |
- archer Partners LLC ⇒ People's Security Checking account [Ba]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | 2020 | |||
- "Litigating Business and Commercial Tort Cases" published by Thomson Reuters [IP]Intellectual Property & Royalties | Undetermined | $1,001 - $2,500 | Royalties | 2020 |
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