—
Net Worth Est.
$1.86MTrade volume
$0Total trades
-----Last Traded
----Real Property
$900K
Mutual Funds
$590.51K
Bank Accounts, Money Market Accounts and CDs
$123.5K
Other
$96.5K
Exchange Traded Funds (ETF)
$72K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![REAL ESTATE ⇒ RENTAL HOUSE - WOODACRE LANE [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - REAL ESTATE ⇒ RENTAL HOUSE - WOODACRE LANE [RP]Real Property | $250,001 - $500,000 | $15,001 - $50,000 | Rent | 2017 | |
- REAL ESTATE ⇒ RENTAL TOWNHOUSE [RP]Real Property | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2017 | |
- REAL ESTATE ⇒ RENTAL HOUSE - 54TH STREET [RP]Real Property | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2017 | |
k 401(k) ⇒ DELAWARE SMALL CAP CORE FUND [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2017 | |
- REAL ESTATE ⇒ RENTAL CONDO - MASS AVE [RP]Real Property | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2017 | |
- Investment SP ⇒ FIFTH THIRD BANK SAVINGS [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $1 - $200 | Interest | 2017 |
DODIX 401(k) ⇒ DODGE & COX INCOME FUND (DODIX) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
AMCAP 401(k) ⇒ AMERICAN FUND (AMCAP) [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2017 | |
AAPL Investment SP ⇒ Apple Inc. (AAPL) [ST]Stocks | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2017 |
DODGX 401(k) ⇒ DODGE & COX STOCK FUND (DODGX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
k 401(k) ⇒ LOAN FUND [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
PHRIX 401(k) ⇒ VIRTUS REAL ESTATE SECURITIES (PHRIX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Investment ⇒ FIDELITY CASH [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2017 | |
- OTHER RETIREMENT ⇒ STATE OF INDIANA 457 PLAN - INDIANA FUND 2035 [OT]Other | $15,001 - $50,000 | Tax-Deferred | 2017 | ||
NQGIX IRA ⇒ NUVEEN NWQ GLOBAL EQUITY INCOME CL I (NQGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
PRPFX IRA ⇒ PERMANENT PORTFOLIO FD (PRPFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
OIDYX IRA ⇒ OPPENHEIMER INTL DIV CL Y SHS (OIDYX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
SPY IRA SP ⇒ SPDR S&P 500 (SPY) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
JNK IRA SP ⇒ SPDR Bloomberg Barclays High Yield Bond ETF (JNK) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Investment SP ⇒ FIFTH THIRD BANK [PS]Stock (Not Publicly Traded) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2017 |
FBTCX Investment SP ⇒ FIDELITY ADVISOR BIOTECHNOLOGY FUND CLASS C (FBTCX) [MF]Mutual Funds | $1,001 - $15,000 | SP | 2017 | ||
GOVT IRA SP ⇒ iShares U.S. Treasury Bond ETF (GOVT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
LQD IRA SP ⇒ iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
IUSG IRA SP ⇒ iShares Core S&P U.S. Growth ETF (IUSG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
IEMG IRA SP ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [ST]Stocks | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
IEFA IRA SP ⇒ iShares Core MSCI EAFE ETF (IEFA) [ST]Stocks | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
GACIX IRA SP ⇒ GABELLI SMALL CAP GROWTH FUND CLASS I (GACIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
FMIQX IRA SP ⇒ FMI LARGE CAP FUND (FMIQX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
CWSIX IRA SP ⇒ CHARTWELL SMALL CAP VALYUE I SHARE (CWSIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
BMDIX IRA SP ⇒ BAIRD MIDCAP FUND INSTITUTIONAL CLASS (BMDIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
EMKIX IRA SP ⇒ ASHMORE EMERGING MARKETS TOTAL RETURN FUND CLASS (EMKIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
YACKX IRA ⇒ MANAGERS AMG FUNDS YACTMAN FUND SERVICE CLASS (YACKX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
IVAEX IRA ⇒ IVY FDS INC ASSET STRATEGY FD CL I (IVAEX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
SGIIX IRA ⇒ FIRST EAGLE FDS INC GLOBAL FD CL I (SGIIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- IRA ⇒ FIDELITY CASH [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
DSCVX IRA ⇒ DREYFUS ADVANTAGE FDS DREYFUS OPPORTUNISTIC SMALL CAP FD (DSCVX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
CIGIX IRA ⇒ CALAMOS INTERNATIONAL GROWTH FUND CLASS I (CIGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
FPX Investment SP ⇒ First Trust IPOX-100 Index Fund (FPX) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2017 |
PBA Investment ⇒ Pembina Pipeline Corp. Ordinary Shares (PBA) [ST] DividendsStocks | $1,001 - $15,000 | $201 - $1,000 | Capital Gains, | 2017 | |
FEGOX Investment ⇒ FIRST EAGLE FDS INC GOLD FD CL C (FEGOX) [MF]Mutual Funds | $1,001 - $15,000 | 2017 | |||
NYVTX Investment ⇒ DAVIS NEW YORK VENTURE FUND CL A (NYVTX) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2017 | |
- 529 Plan ⇒ COLLEGECHOICE529 - US EQUITY INDEX PORTFOLIO [OT]Other | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- 529 Plan ⇒ COLLEGECHOICE529 - INTERNATIONAL PORTFOLIO [OT]Other | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- 529 Plan ⇒ COLLEGECHOICE529 - INFLATION PROTECTED PORTFOLIO [OT]Other | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- 529 Plan ⇒ COLLEGECHOICE529 - BOND INDEX PORTFOLIO [OT]Other | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- 529 Plan ⇒ COLLEGECHOICE529 - ACTIVE BOND PORTFOLIO [OT]Other | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
IWR IRA SP ⇒ iShares Russell Mid-Cap ETF (IWR) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
SGENX RIRA ⇒ FIRST EAGLE GLOBAL INC GLOBAL FD CL A (SGENX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- OTHER RETIREMENT ⇒ STATE OF INDIANA 457 PLAN - STABLE VALUE FUND [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
a OTHER RETIREMENT ⇒ STATE OF INDIANA 401(a) PLAN - INDIANA STABLE VALUE FUND [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
a OTHER RETIREMENT ⇒ INDIANA 401(a) PLAN - INDIANA FUND 2035 [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
VT IRA SP ⇒ Vanguard Total World Stock Index ETF (VT) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
BND IRA SP ⇒ Vanguard Total Bond Market ETF (BND) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
EMLC IRA SP ⇒ VanEck Vectors J.P. Morgan EM Local Currency Bond ETF (EMLC) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- IRA SP ⇒ UBS BANK DEPOSIT ACCOUNT [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
PBDPX IRA SP ⇒ PIMCO INVESTMENT GRADE CORPORATE BOND FUND (PBDPX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
QFVIX IRA SP ⇒ PEAR TREE POLARIS FOREIGN VALUE FUND INSTL (QFVIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
OIGYX IRA SP ⇒ OPPENHEIMER INTERNATIONAL GROWTH (OIGYX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
JVMIX IRA SP ⇒ JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I (JVMIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
OOSYX IRA SP ⇒ OPPENHEIMER SENIOR FLOATING RATE FUND CLASS Y (OOSYX) [MF]Mutual Funds | None | SP | Tax-Deferred | 2017 | |
PONPX IRA SP ⇒ PIMCO INCOME FUND CLASS P (PONPX) [MF]Mutual Funds | None | SP | Tax-Deferred | 2017 | |
EXWAX IRA SP ⇒ MANNING & NAPIER FD INC WORLD OPPORTUNITIES (EXWAX) [MF]Mutual Funds | None | SP | Tax-Deferred | 2017 | |
NVORX IRA ⇒ NUVEEN INVT TRUST TRADEWINDS VALUE OPPTYS FUND CLASS I (NVORX) [MF]Mutual Funds | None | Tax-Deferred | 2017 | ||
- REAL ESTATE ⇒ RENTAL HOUSE - WOODACRE LANE | $250,001 - $500,000 | $2,501 - $5,000 | Rent | 2016 | |
- REAL ESTATE ⇒ RENTAL TOWNHOUSE | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2016 | |
- REAL ESTATE ⇒ RENTAL CONDO - MASS AVE | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2016 | |
- REAL ESTATE ⇒ RENTAL HOUSE - 54TH STREET | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2016 | |
- Investment SP ⇒ FIFTH THIRD BANK SAVINGS | $50,001 - $100,000 | SP | $1 - $200 | Interest | 2016 |
PHRIX 401(k) ⇒ VIRTUS REAL ESTATE SECURITIES (PHRIX) | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Investment ⇒ FIDELITY CASH | $15,001 - $50,000 | $1 - $200 | Interest | 2016 | |
CAMSX 401(k) ⇒ CAMBIAR SMALL CAP FUND (CAMSX) | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
DODIX 401(k) ⇒ DODGE & COX INCOME FUND (DODIX) | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
DODGX 401(k) ⇒ DODGE & COX STOCK FUND (DODGX) | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
HASGX 401(k) ⇒ HARBOR SMALL CAP GROWTH FUND (HASGX) | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
MLRRX 401(k) ⇒ MAINSTAY LARGE CAP GROWTH R1 (MLRRX) | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- OTHER RETIREMENT ⇒ STATE OF INDIANA 457 PLAN - INDIANA FUND 2035 | $15,001 - $50,000 | Tax-Deferred | 2016 | ||
AAPL Investment SP ⇒ Apple Inc. (AAPL) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
- 529 Plan ⇒ COLLEGECHOICE529 - ACTIVE BOND PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- 529 Plan ⇒ COLLEGECHOICE529 - BOND INDEX PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- 529 Plan ⇒ COLLEGECHOICE529 - INFLATION PROTECTED PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- 529 Plan ⇒ COLLEGECHOICE529 - INTERNATIONAL PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- 529 Plan ⇒ COLLEGECHOICE529 - US EQUITY INDEX PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
NYVTX Investment ⇒ DAVIS NEW YORK VENTURE FUND CL A (NYVTX) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2016 | |
FEGOX Investment ⇒ FIRST EAGLE FDS INC GOLD FD CL C (FEGOX) | $1,001 - $15,000 | 2016 | |||
FBTCX Investment SP ⇒ FIDELITY ADVISOR BIOTECHNOLOGY FUND CLASS C (FBTCX) | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2016 |
- Investment SP ⇒ FIFTH THIRD BANK | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2016 |
FPX Investment SP ⇒ First Trust IPOX-100 Index Fund (FPX) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2016 |
CIGIX IRA ⇒ CALAMOS INTERNATIONAL GROWTH FUND CLASS I (CIGIX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
DSCVX IRA ⇒ DREYFUS ADVANTAGE FDS DREYFUS OPPORTUNISTIC SMALL CAP FD (DSCVX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
SGIIX IRA ⇒ FIRST EAGLE FDS INC GLOBAL FD CL I (SGIIX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
IVAEX IRA ⇒ IVY FDS INC ASSET STRATEGY FD CL I (IVAEX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
YACKX IRA ⇒ MANAGERS AMG FUNDS YACTMAN FUND SERVICE CLASS (YACKX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
NVORX IRA ⇒ NUVEEN INVT TRUST TRADEWINDS VALUE OPPTYS FUND CLASS I (NVORX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
OIDYX IRA ⇒ OPPENHEIMER INTL DIV CL Y SHS (OIDYX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
PRPFX IRA ⇒ PERMANENT PORTFOLIO FD (PRPFX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
EMKIX IRA SP ⇒ ASHMORE EMERGING MARKETS TOTAL RETURN FUND CLASS (EMKIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
BMDIX IRA SP ⇒ BAIRD MIDCAP FUND INSTITUTIONAL CLASS (BMDIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
CWSIX IRA SP ⇒ CHARTWELL SMALL CAP VALYUE I SHARE (CWSIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
FMIHX IRA SP ⇒ FMI LARGE CAP FUND (FMIHX) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
GACIX IRA SP ⇒ GABELLI SMALL CAP GROWTH FUND CLASS I (GACIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
IEF IRA SP ⇒ iShares 7-10 Year Treasury Bond ETF (IEF) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
IEFA IRA SP ⇒ iShares Core MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
IEMG IRA SP ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
LQD IRA SP ⇒ iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
MBB IRA SP ⇒ iShares MBS ETF (MBB) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
EFA IRA SP ⇒ iShares MSCI EAFE ETF (EFA) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
IWR IRA SP ⇒ iShares Russell Mid-Cap ETF (IWR) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
JVMIX IRA SP ⇒ JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I (JVMIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
OOSYX IRA SP ⇒ OPPENHEIMER SENIOR FLOATING RATE FUND CLASS Y (OOSYX) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
PONPX IRA SP ⇒ PIMCO INCOME FUND CLASS P (PONPX) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
RWGIX IRA SP ⇒ RIVERPARK/WEDGEWOOD INSTL FUNDS (RWGIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
BWX IRA SP ⇒ SPDR Bloomberg Barclays Intl Treasury Bd (BWX) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
SPY IRA SP ⇒ SPDR S&P 500 (SPY) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- IRA SP ⇒ UBS BANK DEPOSIT ACCOUNT | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
BND IRA SP ⇒ Vanguard Total Bond Market ETF (BND) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
PIMSX IRA SP ⇒ VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS A (PIMSX) | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
a OTHER RETIREMENT ⇒ INDIANA 401(a) PLAN - INDIANA FUND 2035 | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
a OTHER RETIREMENT ⇒ STATE OF INDIANA 401(a) PLAN - INDIANA STABLE VALUE FUND | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- OTHER RETIREMENT ⇒ STATE OF INDIANA 457 PLAN - STABLE VALUE FUND | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
SGENX RIRA ⇒ FIRST EAGLE GLOBAL INC GLOBAL FD CL A (SGENX) | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
PBA Investment ⇒ Pembina Pipeline Corp. Ordinary Shares (PBA) | $1,001 - $15,000 | $1 - $200 | Dividends | 2016 | |
VTI IRA SP ⇒ Vanguard Total Stock Market ETF (VTI) | $1 - $1,000 | SP | Tax-Deferred | 2016 | |
HEDJ IRA SP ⇒ WisdomTree Europe Hedged Equity Fund (HEDJ) | None | SP | Tax-Deferred | 2016 | |
EXWAX IRA SP ⇒ MANNING & NAPIER FD INC WORLD OPPORTUNITIES (EXWAX) | None | SP | Tax-Deferred | 2016 | |
EZU IRA SP ⇒ iShares MSCI Eurozone ETF (EZU) | None | SP | Tax-Deferred | 2016 | |
ICEUX IRA SP ⇒ MAINSTAY ICAP INTERNATIONAL FUND I (ICEUX) | None | SP | Tax-Deferred | 2016 | |
ACWX IRA SP ⇒ iShares MSCI ACWI ex US Index Fund (ACWX) | None | SP | Tax-Deferred | 2016 | |
JMVAX IRA ⇒ JANUS INVT FD PERKINS MID CAP VALUE FD CL I (JMVAX) | None | Tax-Deferred | 2016 | ||
BSFIX 401(k) ⇒ BARON SMALL CAP INST (BSFIX) | None | SP | Tax-Deferred | 2016 | |
ARTLX 401(k) ⇒ ARTISAN VALUE FUND (ARTLX) | None | SP | Tax-Deferred | 2016 | |
EWJ IRA SP ⇒ iShares MSCI Japan Index Fund (EWJ) | None | SP | Tax-Deferred | 2016 | |
- REAL ESTATE ⇒ RENTAL HOUSE - 54TH STREET | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2015 | |
- REAL ESTATE ⇒ RENTAL TOWNHOUSE | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2015 | |
- REAL ESTATE ⇒ RENTAL CONDO - MASS AVE | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2015 | |
- Investment ⇒ FIDELITY CASH | $15,001 - $50,000 | $1 - $200 | Interest | 2015 | |
DODIX 401(k) ⇒ DODGE & COX INCOME FUND (DODIX) | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
MLRRX 401(k) ⇒ MAINSTAY LARGE CAP GROWTH R1 (MLRRX) | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
PHRAX 401(k) ⇒ VIRTUS REAL ESTATE SECURITIES (PHRAX) | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
BSFIX 401(k) ⇒ BARON SMALL CAP INST (BSFIX) | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
CAMSX 401(k) ⇒ CAMBIAR SMALL CAP FUND (CAMSX) | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
- Investment SP ⇒ FIFTH THIRD BANK SAVINGS | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2015 |
ARTLX 401(k) ⇒ ARTISAN VALUE FUND (ARTLX) | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
ICEUX IRA SP ⇒ MAINSTAY ICAP INTERNATIONAL FUND I (ICEUX) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
BND IRA SP ⇒ Vanguard Total Bond Market ETF (BND) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
PIMSX IRA SP ⇒ VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS A (PIMSX) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
HEDJ IRA SP ⇒ WisdomTree Europe Hedged Equity Fund (HEDJ) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
a OTHER RETIREMENT ⇒ STATE OF INDIANA 401(a) PLAN - INDIANA STABLE VALUE FUND | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- OTHER RETIREMENT ⇒ STATE OF INDIANA 457 PLAN - INDIANA FUND 2035 | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- OTHER RETIREMENT ⇒ STATE OF INDIANA 457 PLAN - STABLE VALUE FUND | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- 529 Plan ⇒ COLLEGECHOICE529 - ACTIVE BOND PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- 529 Plan ⇒ COLLEGECHOICE529 - BOND INDEX PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
OOSYX IRA SP ⇒ OPPENHEIMER SENIOR FLOATING RATE FUND CLASS Y (OOSYX) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
PONPX IRA SP ⇒ PIMCO INCOME FUND CLASS P (PONPX) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
RWGIX IRA SP ⇒ RIVERPARK/WEDGEWOOD INSTL FUNDS (RWGIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
SPY IRA SP ⇒ SPDR S&P 500 (SPY) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- IRA SP ⇒ UBS BANK DEPOSIT ACCOUNT | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
a OTHER RETIREMENT ⇒ INDIANA 401(a) PLAN - INDIANA FUND 2035 | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
SGENX RIRA ⇒ FIRST EAGLE GLOBAL INC GLOBAL FD CL A (SGENX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
OIDYX IRA ⇒ OPPENHEIMER INTL DIV CL Y SHS (OIDYX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
PRPFX IRA ⇒ PERMANENT PORTFOLIO FD (PRPFX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
BMDIX IRA SP ⇒ BAIRD MIDCAP FUND INSTITUTIONAL CLASS (BMDIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
CWSIX IRA SP ⇒ CHARTWELL SMALL CAP VALYUE I SHARE (CWSIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
FMIHX IRA SP ⇒ FMI LARGE CAP FUND (FMIHX) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
GACIX IRA SP ⇒ GABELLI SMALL CAP GROWTH FUND CLASS I (GACIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
IEF IRA SP ⇒ iShares 7-10 Year Treasury Bond ETF (IEF) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
LQD IRA SP ⇒ iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
ACWX IRA SP ⇒ iShares MSCI ACWI ex US Index Fund (ACWX) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
EFA IRA SP ⇒ iShares MSCI EAFE ETF (EFA) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
EZU IRA SP ⇒ iShares MSCI Eurozone ETF (EZU) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
EWJ IRA SP ⇒ iShares MSCI Japan Index Fund (EWJ) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
IWR IRA SP ⇒ iShares Russell Mid-Cap ETF (IWR) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
IWP IRA SP ⇒ iShares Russell Midcap Growth ETF (IWP) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
JVMIX IRA SP ⇒ JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I (JVMIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
EXWAX IRA SP ⇒ MANNING & NAPIER FD INC WORLD OPPORTUNITIES (EXWAX) | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- 529 Plan ⇒ COLLEGECHOICE529 - INFLATION PROTECTED PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- 529 Plan ⇒ COLLEGECHOICE529 - INTERNATIONAL PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- 529 Plan ⇒ COLLEGECHOICE529 - US EQUITY INDEX PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
NYVTX Investment ⇒ DAVIS NEW YORK VENTURE FUND CL A (NYVTX) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2015 | |
FEGOX Investment ⇒ FIRST EAGLE FDS INC GOLD FD CL C (FEGOX) | $1,001 - $15,000 | 2015 | |||
PBA Investment ⇒ Pembina Pipeline Corp. Ordinary Shares (PBA) | $1,001 - $15,000 | $1 - $200 | Dividends | 2015 | |
AAPL Investment SP ⇒ Apple Inc. (AAPL) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2015 |
FBTCX Investment SP ⇒ FIDELITY ADVISOR BIOTECHNOLOGY FUND CLASS C (FBTCX) | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2015 |
- Investment SP ⇒ FIFTH THIRD BANK | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2015 |
FPX Investment SP ⇒ First Trust IPOX-100 Index Fund (FPX) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2015 |
CIGIX IRA ⇒ CALAMOS INTERNATIONAL GROWTH FUND CLASS I (CIGIX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
DSCVX IRA ⇒ DREYFUS ADVANTAGE FDS DREYFUS OPPORTUNISTIC SMALL CAP FD (DSCVX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
SGIIX IRA ⇒ FIRST EAGLE FDS INC GLOBAL FD CL I (SGIIX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
IVAEX IRA ⇒ IVY FDS INC ASSET STRATEGY FD CL I (IVAEX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
JMVAX IRA ⇒ JANUS INVT FD PERKINS MID CAP VALUE FD CL I (JMVAX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
YACKX IRA ⇒ MANAGERS AMG FUNDS YACTMAN FUND SERVICE CLASS (YACKX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
NVORX IRA ⇒ NUVEEN INVT TRUST TRADEWINDS VALUE OPPTYS FUND CLASS I (NVORX) | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
BNDX IRA SP ⇒ Vanguard Total International Bond ETF (BNDX) | None | SP | Tax-Deferred | 2015 | |
WOBDX IRA SP ⇒ JP MORGAN CORE BOND FUND (WOBDX) | None | SP | Tax-Deferred | 2015 | |
GMF IRA SP ⇒ SPDR S&P Emerging Asia Pacific ETF (GMF) | None | SP | Tax-Deferred | 2015 | |
BOND 401(k) ⇒ PIMCO Total Return Exchange-Traded Fund (BOND) | None | SP | Tax-Deferred | 2015 | |
VTI IRA SP ⇒ Vanguard Total Stock Market ETF (VTI) | None | SP | Tax-Deferred | 2015 | |
- REAL ESTATE ⇒ RENTAL HOUSE - 54TH STREET | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2014 | |
- REAL ESTATE ⇒ RENTAL TOWNHOUSE | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2014 | |
- REAL ESTATE ⇒ RENTAL CONDO - MASS AVE | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2014 | |
BOND 401(k) ⇒ PIMCO Total Return Exchange-Traded Fund (BOND) | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
BSFIX 401(k) ⇒ BARON SMALL CAP INST (BSFIX) | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
CAMSX 401(k) ⇒ CAMBIAR SMALL CAP FUND (CAMSX) | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Investment ⇒ Wells Fargo Deposit Account | $15,001 - $50,000 | $1 - $200 | Interest | 2014 | |
ARTLX 401(k) ⇒ ARTISAN VALUE FUND (ARTLX) | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
MLRRX 401(k) ⇒ MAINSTAY LARGE CAP GROWTH R1 (MLRRX) | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
- Investment ⇒ FIFTH THIRD BANK SAVINGS | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2014 |
PHRAX 401(k) ⇒ VIRTUS REAL ESTATE SECURITIES (PHRAX) | $15,001 - $50,000 | SP | Tax-Deferred | 2014 | |
CIGIX IRA ⇒ CALAMOS INTERNATIONAL GROWTH FUND CLASS I (CIGIX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
SGENX RIRA ⇒ FIRST EAGLE GLOBAL INC GLOBAL FD CL A (SGENX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- OTHER RETIREMENT ⇒ STATE OF INDIANA 457 PLAN - STABLE VALUE FUND | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
- OTHER RETIREMENT ⇒ STATE OF INDIANA 457 PLAN - INDIANA FUND 2035 | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
a OTHER RETIREMENT ⇒ STATE OF INDIANA 401(a) PLAN - INDIANA STABLE VALUE FUND | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
a OTHER RETIREMENT ⇒ INDIANA 401(a) PLAN - INDIANA FUND 2035 | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
PIMSX IRA ⇒ VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS A (PIMSX) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
VTI IRA ⇒ Vanguard Total Stock Market ETF (VTI) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
BNDX IRA ⇒ Vanguard Total International Bond ETF (BNDX) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
BND IRA ⇒ Vanguard Total Bond Market ETF (BND) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- IRA ⇒ UBS BANK DEPOSIT ACCOUNT | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
GMF IRA ⇒ SPDR S&P Emerging Asia Pacific ETF (GMF) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
RWGIX IRA ⇒ RIVERPARK/WEDGEWOOD INSTL FUNDS (RWGIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
PRPFX IRA ⇒ PERMANENT PORTFOLIO FD (PRPFX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
OOSYX IRA ⇒ OPPENHEIMER SENIOR FLOATING RATE FUND CLASS Y (OOSYX) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
OIDYX IRA ⇒ OPPENHEIMER INTL DIV CL Y SHS (OIDYX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
NVORX IRA ⇒ NUVEEN INVT TRUST TRADEWINDS VALUE OPPTYS FUND CLASS I (NVORX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
EXWAX IRA ⇒ MANNING & NAPIER FD INC WORLD OPPORTUNITIES (EXWAX) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
YACKX IRA ⇒ MANAGERS AMG FUNDS YACTMAN FUND SERVICE CLASS (YACKX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
ICEUX IRA ⇒ MAINSTAY ICAP INTERNATIONAL FUND I (ICEUX) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
WOBDX IRA ⇒ JP MORGAN CORE BOND FUND (WOBDX) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
JVMIX IRA ⇒ JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I (JVMIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
JMVAX IRA ⇒ JANUS INVT FD PERKINS MID CAP VALUE FD CL I (JMVAX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
IVAEX IRA ⇒ IVY FDS INC ASSET STRATEGY FD CL I (IVAEX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
IWP IRA ⇒ iShares Russell Midcap Growth ETF (IWP) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
SPY IRA ⇒ SPDR S&P 500 (SPY) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
IWR IRA ⇒ iShares Russell Mid-Cap ETF (IWR) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
IEF IRA ⇒ iShares 7-10 Year Treasury Bond ETF (IEF) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
GACIX IRA ⇒ GABELLI SMALL CAP GROWTH FUND CLASS I (GACIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
FMIHX IRA ⇒ FMI LARGE CAP FUND (FMIHX) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
SGIIX IRA ⇒ FIRST EAGLE FDS INC GLOBAL FD CL I (SGIIX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
DSCVX IRA ⇒ DREYFUS ADVANTAGE FDS DREYFUS OPPORTUNISTIC SMALL CAP FD (DSCVX) | $1,001 - $15,000 | Tax-Deferred | 2014 | ||
CWSIX IRA ⇒ CHARTWELL SMALL CAP VALYUE I SHARE (CWSIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
BMDIX IRA ⇒ BAIRD MIDCAP FUND INSTITUTIONAL CLASS (BMDIX) | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
PBA Investment ⇒ Pembina Pipeline Corp. Ordinary Shares (PBA) | $1,001 - $15,000 | $1 - $200 | Dividends | 2014 | |
FEGOX Investment ⇒ FIRST EAGLE FDS INC GOLD FD CL C (FEGOX) | $1,001 - $15,000 | 2014 | |||
- Investment ⇒ FIFTH THIRD BANK | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2014 |
AAPL Investment ⇒ Apple Inc. (AAPL) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2014 |
- 529 Plan ⇒ COLLEGECHOICE529 - US EQUITY INDEX PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- 529 Plan ⇒ COLLEGECHOICE529 - INTERNATIONAL PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
- 529 Plan ⇒ COLLEGECHOICE529 - INFLATION PROTECTED PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
FBTCX Investment ⇒ FIDELITY ADVISOR BIOTECHNOLOGY FUND CLASS C (FBTCX) | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2014 |
- 529 Plan ⇒ COLLEGECHOICE529 - ACTIVE BOND PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2014 | |
NYVTX Investment ⇒ DAVIS NEW YORK VENTURE FUND CL A (NYVTX) | $1,001 - $15,000 | $1 - $200 | Capital Gains, Dividends | 2014 | |
- REAL ESTATE ⇒ RENTAL TOWNHOUSE | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2013 | |
- REAL ESTATE ⇒ RENTAL CONDO - MASS AVE | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2013 | |
- REAL ESTATE ⇒ RENTAL HOUSE - 54TH STREET | $100,001 - $250,000 | $5,001 - $15,000 | Rent | 2013 | |
BSFIX 401(k) ⇒ BARON SMALL CAP INST (BSFIX) | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
CAMSX 401(k) ⇒ CAMBIAR SMALL CAP FUND (CAMSX) | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- Investment ⇒ Wells Fargo Deposit Account | $15,001 - $50,000 | $1 - $200 | Interest | 2013 | |
MLRRX 401(k) ⇒ MAINSTAY LARGE CAP GROWTH R1 (MLRRX) | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
SPY IRA ⇒ SPDR S&P 500 (SPY) | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
- Investment ⇒ FIFTH THIRD BANK SAVINGS | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2013 |
BOND 401(k) ⇒ PIMCO Total Return Exchange-Traded Fund (BOND) | $15,001 - $50,000 | SP | Tax-Deferred | 2013 | |
IVAEX IRA ⇒ IVY FDS INC ASSET STRATEGY FD CL I (IVAEX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
JMVAX IRA ⇒ JANUS INVT FD PERKINS MID CAP VALUE FD CL I (JMVAX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
JVMAX IRA ⇒ JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS A (JVMAX) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
WOBDX IRA ⇒ JP MORGAN CORE BOND FUND (WOBDX) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
ICEVX IRA ⇒ MAINSTAY ICAP INTERNATIONAL FUND A (ICEVX) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
YACKX IRA ⇒ MANAGERS AMG FUNDS YACTMAN FUND SERVICE CLASS (YACKX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
EXWAX IRA ⇒ MANNING & NAPIER FD INC WORLD OPPORTUNITIES (EXWAX) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
NVORX IRA ⇒ NUVEEN INVT TRUST TRADEWINDS VALUE OPPTYS FUND CLASS I (NVORX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
OIDYX IRA ⇒ OPPENHEIMER INTL DIV CL Y SHS (OIDYX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
OOSAX IRA ⇒ OPPENHEIMER SENIOR FLOATING RATE FUND CLASS A (OOSAX) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
PRPFX IRA ⇒ PERMANENT PORTFOLIO FD (PRPFX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
RWGFX IRA ⇒ RIVERPARK/WEDGEWOOD RETAIL FUNDS (RWGFX) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
VGK IRA ⇒ Vanguard FTSEEuropean ETF (VGK) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
BND IRA ⇒ Vanguard Total Bond Market ETF (BND) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
NARAX IRA ⇒ VIRTUS MULTI-SECTOR SHORT TERM BOND FUND CLASS A (NARAX) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
a OTHER RETIREMENT ⇒ INDIANA 401(a) PLAN - INDIANA FUND 2035 | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
a OTHER RETIREMENT ⇒ STATE OF INDIANA 401(a) PLAN - INDIANA STABLE VALUE FUND | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- OTHER RETIREMENT ⇒ STATE OF INDIANA 457 PLAN - INDIANA FUND 2035 | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
- OTHER RETIREMENT ⇒ STATE OF INDIANA 457 PLAN - STABLE VALUE FUND | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
SGENX RIRA ⇒ FIRST EAGLE GLOBAL INC GLOBAL FD CL A (SGENX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
AAPL Investment ⇒ Apple Inc. (AAPL) | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2013 |
ARTLX 401(k) ⇒ ARTISAN VALUE FUND (ARTLX) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
PHRAX 401(k) ⇒ VIRTUS REAL ESTATE SECURITIES (PHRAX) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
- 529 Plan ⇒ COLLEGECHOICE529 - ACTIVE BOND PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
- 529 Plan ⇒ COLLEGECHOICE529 - INFLATION PROTECTED PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
- 529 Plan ⇒ COLLEGECHOICE529 - INTERNATIONAL PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
CSJ IRA ⇒ iShares 1-3 Year Credit Bond ETF (CSJ) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
IJR IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
IWR IRA ⇒ iShares Russell Mid-Cap ETF (IWR) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
IWP IRA ⇒ iShares Russell Midcap Growth ETF (IWP) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
- Investment ⇒ FIFTH THIRD BANK | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2013 |
NYVTX Investment ⇒ DAVIS NEW YORK VENTURE FUND CL A (NYVTX) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
- 529 Plan ⇒ COLLEGECHOICE529 - US EQUITY INDEX PORTFOLIO | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
- IRA ⇒ UBS BANK DEPOSIT ACCOUNT | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
TPINX IRA ⇒ FRANKLIN/TEMPLETON GLOBAL BOND FUND CLASS A (TPINX) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
FMIHX IRA ⇒ FMI LARGE CAP FUND (FMIHX) | $1,001 - $15,000 | SP | Tax-Deferred | 2013 | |
SGIIX IRA ⇒ FIRST EAGLE FDS INC GLOBAL FD CL I (SGIIX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
DSCVX IRA ⇒ DREYFUS ADVANTAGE FDS DREYFUS OPPORTUNISTIC SMALL CAP FD (DSCVX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
CIGIX IRA ⇒ CALAMOS INTERNATIONAL GROWTH FUND CLASS I (CIGIX) | $1,001 - $15,000 | Tax-Deferred | 2013 | ||
PBA Investment ⇒ Pembina Pipeline Corp. Ordinary Shares (PBA) | $1,001 - $15,000 | $1 - $200 | Dividends | 2013 | |
FEGOX Investment ⇒ FIRST EAGLE FDS INC GOLD FD CL C (FEGOX) | $1,001 - $15,000 | 2013 | |||
PVFAX IRA ⇒ PARADIGM VALUE FUND (PVFAX) | None | SP | Tax-Deferred | 2013 | |
VTI IRA ⇒ Vanguard Total Stock Market ETF (VTI) | None | SP | Tax-Deferred | 2013 | |
PEEAX IRA ⇒ PRUDENTIAL JENNISON MID-CAP GROWTH FUND INC A (PEEAX) | None | SP | Tax-Deferred | 2013 |
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