—
Net Worth Est.
$397.01KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$316.01K
Exchange Traded Funds (ETF)
$32.5K
Real Estate
$32.5K
Other
$8K
Fixed Annuity
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
PLSTX Aristotle Strategic Income Fund Class A (PLSTX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
![CREF Stock Account - R1 (QCSTRX) [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - CREF Stock Account - R1 (QCSTRX) [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
BUFD FT Vest Fund of Deep Buffer ETFs (BUFD) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | 2023 | ||
GIZYX Invesco Global Infrastructure Fund Class Y (GIZYX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
- CIM Real Estate Finance Trust Inc [RE]Real Estate | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
PLDSX Aristotle Short Duration Income Fund Class I-2 (PLDSX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
MFEIX MFS Growth Fund Class I (MFEIX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2023 |
FBKWX Fidelity Advisor Total Bond Fund: Class Z (FBKWX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
JHQDX JPMorgan Hedged Equity 2 Fund Class I (JHQDX) [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2023 |
- CREF Growth Account - R1 (QCGRRX) [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
OGMYX Invesco Gold & Special Minerals Fund Class Y (OGMYX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2023 |
- CREF Global Equities Account - R1 (QCGLRX) [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
FSRBX Fidelity Select Banking Portfolio (FSRBX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
FSDAX Fidelity Select Defense & Aerospace (FSDAX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
- FS Speciality Lending Fund Common [OT]Other | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
- TIAA Real Estate Account (QREARX) [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
- TIAA Traditional [FN]Fixed Annuity | $1,001 - $15,000 | JT | Tax-Deferred | 2023 | |
MLXIX Catalyst Energy Infrastructure Fund Class I (MLXIX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains | 2023 |
EVUDX Allspring Utility and Telecommunications Fund Administrator Class (EVUDX) [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2023 |
- Savoy Energy, LP mineral rights/royalties [MO]Mineral/Oil/Solar Energy Rights | Undetermined | JT | $1 - $200 | mineral rights | 2023 |
- State of Michigan [PE]Pensions | None | JT | $50,001 - $100,000 | pension | 2023 |
- MFS Growth Fund CL I [MF]Mutual Funds | $15,001 - $50,000 | JT | Dividends | 2022 | |
- First Trust TR Exchange Traded Fund Cobe Vest [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | 2022 | ||
- CIM Real Estate Finance Trust Inc [RE]Real Estate | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- CREF Growth R1 [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- JPMorgan Hedged Equity 2 Fund CL I [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Invesco Global Infrastructure Fund CL Y [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Pacific Short Duration Income Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2022 |
- CREF Stock R1 [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2022 | |
- TIAA Traditional [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Allspring utility & Telecommunications Fund CL Admin [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Catalyst Energy Infrastructure Fund CL I [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2022 |
- CREF Global Equities R1 [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2022 | |
- Fidelity Select Banking Portfolio [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Fidelity Select Defense & Aerospace Portfolio [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
- Fidelity Select Energy Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains | 2022 |
- FS Energy & Power Fund Common [OT]Other | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2022 |
- Invesco Gold & Special Minerals Y [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2022 |
- TIAA Real Estate [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Fidelity Advisor Capital Appreciation Fund [MF]Mutual Funds | None | JT | 2022 | ||
- Savoy Energy, LP mineral rights/royalties [OT]Other | Undetermined | JT | $1 - $200 | mineral rights | 2022 |
- State of MI Legislative Pension [DB]Defined Benefit Pension | None | JT | $50,001 - $100,000 | pension | 2022 |
- Delaware Small Cap Core [MF]Mutual Funds | None | JT | $1 - $200 | Capital Gains | 2022 |
- GS Fin Corp Index-linked Mtn Zero Cpn [OT]Other | None | JT | 2022 | ||
- Invesco Global Infrastructure [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Allspring Real Return [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- FMI Large Cap Institutional [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- CREF Stock R1 [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- FtCboe Vest U.S. Equity Deep Buffer ETF [MF]Mutual Funds | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains | 2021 |
- GS Fin Corp Index-linked Mtn Zero Cpn [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | JT | 2021 | ||
- Pacific Funds Short Duration Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- CIM Real Estate Fin TR INC COM [RE]Real Estate | $15,001 - $50,000 | JT | 2021 | ||
- Federated Hermes Short-term Income Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- CREF Growth R1 [MF]Mutual Funds | $15,001 - $50,000 | JT | Tax-Deferred | 2021 | |
- Fidelity Advisor Materials Fund Cl I [MF]Mutual Funds | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2021 |
- Fidelity Advisor Total Bond Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Bank Deposit Sweep Program Mny Mkt QPRMQ [MF]Mutual Funds | $1,001 - $15,000 | JT | Interest | 2021 | |
- CREF Global Equities R1 [MF]Mutual Funds | $1,001 - $15,000 | JT | Tax-Deferred | 2021 | |
- Delaware Small Cap Core [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2021 |
- Fidelity Advisor Int'l Capital Appreciation Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | 2021 | ||
- Fidelity Select Travel and Liesure [MF]Mutual Funds | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2021 |
- FS Energy & Power Fund Common [MF]Mutual Funds | $1,001 - $15,000 | JT | 2021 | ||
- TIAA Real Estate [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- TIAA Traditional [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Allspring Utility & Telecommunications Fund Cl Admin [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2021 |
- Fidelity Select Energy Portfolio [MF]Mutual Funds | None | JT | $2,501 - $5,000 | Capital Gains | 2021 |
- JP Morgan Hedged Equity [MF]Mutual Funds | None | JT | $2,501 - $5,000 | Capital Gains | 2021 |
- mineral rights/royalties Traverse City, MI [OT]Other | Undetermined | JT | $1 - $200 | mineral rights/royalties | 2021 |
- Pacific Funds Short Duration Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2020 |
- JPMorgan Hedged Equity [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2020 |
- FMI Large Cap Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- FtCboe Vest U.S. Equity Deep Buffer ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | JT | 2020 | ||
- Bank Deposit Sweep Program Mny Mkt QPRMQ [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2020 |
- CIM Real Estate Fin TR INC COM [RE]Real Estate | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2020 |
- Federated Hermes Short-term Income Fund [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2020 |
- GS Fin Corp Index-linked Mtn Zero Cpn [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2020 |
- CREF Growth [FN]Fixed Annuity | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- CREF Stock [FN]Fixed Annuity | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- John Hancock Funds Strategic Income Opportunities Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2020 |
- CREF Global Equities [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Delaware Small Cap Core [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
- Fidelity Advisor Int'l Capital Appreciation Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
- Fidelity Advisor Total Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
- Fidelity Conservative Income Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
- FS Energy & Power Fund Common [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2020 |
- Lord Abbott Ultra Short Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2020 |
- TIAA Real Estate [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- TIAA Traditional [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- DESCRIPTION: Interest earned on bond was | $511 - $511 | 2020 | |||
- Pimco All Asset All Authority Fund [MF]Mutual Funds | None | JT | 2020 | ||
- Savoy Energy, LP [OT]Other | Undetermined | $1 - $200 | mineral rights/royalties | 2020 | |
- Gateway Class C [MF]Mutual Funds | None | JT | $201 - $1,000 | Capital Gains | 2020 |
- MFS Growth Fund CL I [MF]Mutual Funds | None | JT | 2020 | ||
- Virtus Trend Fund [MF]Mutual Funds | None | JT | 2020 | ||
- John Hancock Disciplined Value Fund [MF]Mutual Funds | None | JT | 2020 | ||
- ASG (Natixis) Managed Futures Fund [MF]Mutual Funds | None | JT | Capital Gains | 2020 | |
- American Funds EuroPacific Growth Fund [MF]Mutual Funds | None | JT | 2020 | ||
- Clearbridge Midcap CL I [MF]Mutual Funds | None | JT | 2020 | ||
- American Beacon Int'l Equity [MF]Mutual Funds | None | JT | 2020 | ||
- JPMorgan Hedged Equity [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
- American Beacon Int'l Equity [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2019 |
- GS Finance Structured Note, 100% Interest [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | JT | 2019 | ||
- Cole Credit Property Trust [RE]Real Estate | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2019 |
- TLC Community Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2019 | |
- Virtus Equity Trend [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains | 2019 |
- Delaware Small Cap Core [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Federated Short Term Income Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2019 |
- Fidelity Advisor Total Bond [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Fidelity Conservative Income Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- FMI Large Cap Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- FT Muni Income & Div [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends, Interest | 2019 |
- Gateway Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- John Hancock Disciplined Value Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Lord Abbott Ultra Short Bond Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
LPL Money Market (LPL) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2019 |
- Natixis Managed Futures Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains | 2019 |
- Pacific Funds Short Duration Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2019 |
- Pimco All Asset All Authority Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Pimco All Asset Authority [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2019 |
- TIAA Traditional [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Franklin Square Energy & Power Fund [PS]Stock (Not Publicly Traded) | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
- American Funds EuroPacific Growth Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2019 |
- Clearbridge Mid Cap Cl I [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- Clearbridge Mid Cap Cl I [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2019 |
- CREF Global Equities [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Cref Stock [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- TIAA Real Estate [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Cref Growth [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Savoy Energy, LP [OT]Other | Undetermined | $201 - $1,000 | mineral rights/royalties | 2019 | |
- First Trust Strategic Inc Advantage 70 [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- First Trust Target Global Div [MF]Mutual Funds | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- Cole Credit Property Trust [RE]Real Estate | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2018 |
- GS Finance Structured Note, 100% Interest [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | JT | 2018 | ||
- TLC Community Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2018 | |
- Virtus Equity Trend [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains | 2018 |
LPL Money Market (LPL) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2018 |
- Nataxis Managed Futures Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains | 2018 |
- Pimco All Asset Authority [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2018 |
- TIAA Traditional [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Gateway Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2018 |
- CREF Global Equities [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Cref Growth [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Cref Stock [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Franklin Square Energy & Power Fund [PS]Stock (Not Publicly Traded) | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2018 |
- FT Muni Income & Div [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends, Interest | 2018 |
- TIAA Real Estate [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Savoy Energy, LP [OT]Other | Undetermined | $201 - $1,000 | mineral rights/royalties | 2018 | |
- First Trust Target Global Div [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- GS Finance Structured Note, 100% Interest [CS]Corporate Securities (Bonds and Notes) | $15,001 - $50,000 | JT | 2017 | ||
LPL Money Market (LPL) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2017 |
- Virtus Equity Trend [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Capital Gains | 2017 |
- Cole Credit Property Trust [RE]Real Estate | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2017 |
- First Trust Strategic Inc Advantage 70 [MF]Mutual Funds | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2017 |
- Gateway Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2017 |
- Nataxis Managed Futures Fund [MF]Mutual Funds | $1,001 - $15,000 | JT | 2017 | ||
- Pimco All Asset Authority [MF]Mutual Funds | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2017 |
- TIAA Real Estate [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Cref Growth [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- TIAA Traditional [FN]Fixed Annuity | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- TLC Community Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2017 | |
- Cref Stock [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Franklin Square Energy & Power Fund [PS]Stock (Not Publicly Traded) | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2017 |
- CREF Global Equities [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- Barclay's Bank AutoCall Note [CS]Corporate Securities (Bonds and Notes) | None | JT | $201 - $1,000 | Interest | 2017 |
- FT Strategic Dividend Plus 25 [MF]Mutual Funds | None | JT | $201 - $1,000 | Capital Gains | 2017 |
- FT Strategic Income Adv Sel 52 [MF]Mutual Funds | None | JT | $201 - $1,000 | Capital Gains | 2017 |
- Savoy Energy, LP [OT]Other | Undetermined | $201 - $1,000 | mineral rights/royalties | 2017 | |
- Credit Suisse Auto-Call Yld Note | $15,001 - $50,000 | JT | $201 - $1,000 | Interest | 2016 |
- First Trust Strategic Dividend | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2016 |
- First Trust Strategic Income Advantage | $15,001 - $50,000 | JT | $2,501 - $5,000 | Dividends | 2016 |
- Cole Credit Property Trust | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2016 |
LPL Money Market (LPL) | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2016 |
- GS Finance Structured Note, 100% Interest | $15,001 - $50,000 | JT | 2016 | ||
- TIAA Traditional | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Cref Growth | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Cref Stock | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Franklin Square Energy & Power Fund | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2016 |
- Gateway Fund | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2016 |
- CREF Global Equities | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- TLC Community Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2016 | |
- Virtus Equity Trend | $1,001 - $15,000 | JT | 2016 | ||
- Nataxis Managed Futures Fund | $1,001 - $15,000 | JT | 2016 | ||
- Pimco All Asset Authority | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2016 |
- TIAA Real Estate | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Savoy Energy, | Undetermined | LP | $201 - $1,000 | mineral rights/royalties | 2016 |
LPL Money Market (LPL) | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2015 |
- First Trust Strategic Income | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2015 |
- First Trust Strategic Dividend | $15,001 - $50,000 | JT | $1 - $200 | Dividends | 2015 |
- Cole Credit Property Trust | $15,001 - $50,000 | JT | $1,001 - $2,500 | Dividends | 2015 |
- CREF Global Equities | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Cref Growth | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- TIAA Real Estate | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- TLC Community Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2015 | |
- TIAA Traditional | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Virtus Equity Trend | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains | 2015 |
- Cref Stock | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Franklin Square Energy & Power Fund | $1,001 - $15,000 | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- FT Preferred Income | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- FT Covered Call Select | None | JT | $201 - $1,000 | Capital Gains, Dividends | 2015 |
- Savoy Energy, | Undetermined | LP | $201 - $1,000 | mineral rights/royalties | 2015 |
- FT Interest Rate Hedge | None | JT | $201 - $1,000 | Dividends | 2015 |
- FT High Yield/Short Treasury | None | JT | $201 - $1,000 | Dividends | 2015 |
- FT Sabrient Baker's Dozen | None | JT | $1,001 - $2,500 | Capital Gains, Dividends | 2015 |
- TLC Community Credit Union Savings | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2014 |
- Virtus Premium Alpha Sector | $15,001 - $50,000 | JT | $2,501 - $5,000 | Capital Gains, Dividends | 2014 |
- Cole Credit Property Trust IV | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2014 |
- First Trust Interest Rate Hedge UIT | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2014 |
- First Trust Preferred Income UIT | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2014 |
- First Trust Sabrient Baker's Dozen UIT | $1,001 - $15,000 | JT | $1 - $200 | Dividends | 2014 |
- Franklin Square Energy & Power Fund | $1,001 - $15,000 | JT | $1 - $200 | Capital Gains, Dividends | 2014 |
- TIAA Real Estate | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- TIAA Traditional | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Cref Global Equities | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- Cref Stock | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- First Trust Covered Call Unit Tust | $1,001 - $15,000 | JT | $201 - $1,000 | Capital Gains, Dividends | 2014 |
- First Trust HYld / STreasury UIT | $1,001 - $15,000 | JT | $201 - $1,000 | Dividends | 2014 |
- Cref Growth | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- oil lease - Savoy Energy, LP | Undetermined | JT | $5,001 - $15,000 | rent and royalties | 2014 |
- CREF Global Equities | $1,001 - $15,000 | $1,001 - $2,500 | Tax-Deferred | 2013 | |
- CREF Growth | $1,001 - $15,000 | $2,501 - $5,000 | Tax-Deferred | 2013 | |
- TIAA Real Estate | $1,001 - $15,000 | $1 - $200 | Tax-Deferred | 2013 | |
- TIAA Traditional | $1,001 - $15,000 | $1 - $200 | Tax-Deferred | 2013 | |
- CREF Stock | $1,001 - $15,000 | $2,501 - $5,000 | Tax-Deferred | 2013 | |
- SPDR S&P 500 | None | $201 - $1,000 | Capital Gains | 2013 | |
- Profunds Short Precious Metal Inv | None | $201 - $1,000 | Capital Gains | 2013 | |
VQT Barclays ETN S&P VEQTOR ETN (VQT) | None | $1 - $200 | Capital Gains | 2013 | |
- Driehaus Active Income Fund | None | $1 - $200 | Capital Gains | 2013 | |
FLOT iShares Floating Rate Bond ETF (FLOT) | None | $1 - $200 | Capital Gains | 2013 | |
- Proshares Ultrashort Gold | None | $201 - $1,000 | Capital Gains | 2013 | |
- SPDR S&P Oil & Gas Equipment & Services | None | $1 - $200 | Capital Gains, Dividends | 2013 | |
- SPDR S&P Regional Banking | None | $1 - $200 | Capital Gains | 2013 |
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