—
Net Worth Est.
$4.18MTrade volume
$0Total trades
-----Last Traded
----Exchange Traded Funds (ETF)
$2.76M
Mutual Funds
$620K
529 Portfolio
$457.5K
Bank Accounts, Money Market Accounts and CDs
$345.01K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
ITOT Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2023 | |
![529 Account 2 - Child 1 ⇒ PA Target Enrollment 2036/2037 [5F]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - 529 Account 2 - Child 1 ⇒ PA Target Enrollment 2036/2037 [5F]529 Portfolio | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
ITOT Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | $1,001 - $2,500 | Dividends | 2023 |
- J.P. Morgan - Checking & Savings [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | 2023 | ||
OGVXX Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ JPMorgan U.S.Government Money Market Capital (OGVXX) [MF]Mutual Funds | $100,001 - $250,000 | $5,001 - $15,000 | Dividends | 2023 | |
IEFA Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | SP | $5,001 - $15,000 | Dividends | 2023 |
IEFA Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | $2,501 - $5,000 | Dividends | 2023 | |
OGVXX Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ JPMorgan U.S.Government Money Market Capital (OGVXX) [MF]Mutual Funds | $100,001 - $250,000 | SP | $5,001 - $15,000 | Dividends | 2023 |
- 529 Account 2 - Child 2 ⇒ PA Target Enrollment 2038/2039 [5F]529 Portfolio | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- 529 Account 2 - Child 3 ⇒ PA Target Enrollment 2038/2039 [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
SCHV Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ Schwab U.S. Large-Cap Value ETF (SCHV) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2023 | |
- 529 Account 1 - Child 2 ⇒ Target Enrollment 2038 [5F]529 Portfolio | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
VHT J.P. Morgan -4265 Consolidated ⇒ Vanguard Health Care ETF (VHT) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | DC | $201 - $1,000 | Dividends | 2023 |
VGT J.P. Morgan -4265 Consolidated ⇒ Vanguard Information Tech ETF (VGT) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | DC | $201 - $1,000 | Dividends | 2023 |
ESGU JPM - Roth IRA ⇒ iShares ESG Aware MSCI USA ETF (ESGU) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | Tax-Deferred | 2023 | |
VWO Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
VTI Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard Total Stock Market ETF (VTI) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2023 |
VOE Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard Mid-Cap Value ETF (VOE) [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | SP | $1,001 - $2,500 | Dividends | 2023 |
XLK JPM - JPMS LLC IRA ⇒ SPDR Select Sector Fund - Technology (XLK) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
XLC JPM - JPMS LLC IRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
VEA JPM - Roth IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
VTV Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2023 |
SCHB Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ Schwab U.S. Broad Market ETF (SCHB) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2023 |
SCHV Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ Schwab U.S. Large-Cap Value ETF (SCHV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2023 |
XLK JPM Brokerage ⇒ SPDR Select Sector Fund - Technology (XLK) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | 2023 | ||
VOE Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard Mid-Cap Value ETF (VOE) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
- J.P. Morgan - Checking & Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | 2023 | ||
LUBOX J.P. Morgan -4265 Consolidated ⇒ Lord Abbett Ultra Short Bond Class F3 (LUBOX) [MF]Mutual Funds | $15,001 - $50,000 | DC | $1,001 - $2,500 | Dividends | 2023 |
XLC JPM Brokerage ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | 2023 | ||
LOLDX JPM - IRA ⇒ Lord Abbett Short Duration Income Class F3 (LOLDX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
XLY JPM - IRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
XLV JPM - IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
VDC JPM - JPMS LLC IRA ⇒ Vanguard Consumer Staples ETF (VDC) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
VBR Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard Small-Cap Value ETF (VBR) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
OGVXX JPM Brokerage ⇒ JPMorgan U.S.Government Money Market Capital (OGVXX) [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2023 |
XLY JPM Roth IRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
XLV JPM Roth IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
XLK JPM Roth IRA ⇒ SPDR Select Sector Fund - Technology (XLK) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
ESGD JPM - Roth IRA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
XLC JPM Roth IRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
VDC JPM Roth IRA ⇒ Vanguard Consumer Staples ETF (VDC) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
XLY J.P. Morgan -4265 Consolidated ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2023 |
VBR Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard Small-Cap Value ETF (VBR) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
VOX J.P. Morgan -4265 Consolidated ⇒ Vanguard Communication Services ETF (VOX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2023 |
- JPM SEP IRA ⇒ JPMorgan Deposit Account [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
LUBOX JPM SEP IRA ⇒ Lord Abbett Ultra Short Bond Class F3 (LUBOX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
LUBOX J.P. Morgan -4404 Consolidated ⇒ Lord Abbett Ultra Short Bond Class F3 (LUBOX) [MF]Mutual Funds | $15,001 - $50,000 | DC | $1,001 - $2,500 | Dividends | 2023 |
XLY JPM SEP IRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
XLV JPM SEP IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
XLK JPM SEP IRA ⇒ SPDR Select Sector Fund - Technology (XLK) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
XLC JPM SEP IRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
XLY J.P. Morgan -4404 Consolidated ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2023 |
VDC JPM SEP IRA ⇒ Vanguard Consumer Staples ETF (VDC) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
VTI Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard Total Stock Market ETF (VTI) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
VOX J.P. Morgan -4404 Consolidated ⇒ Vanguard Communication Services ETF (VOX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2023 |
VHT J.P. Morgan -4404 Consolidated ⇒ Vanguard Health Care ETF (VHT) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2023 |
VGT J.P. Morgan -4404 Consolidated ⇒ Vanguard Information Tech ETF (VGT) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2023 |
- 529 Account 1 - Child 1 ⇒ Target Enrollment 2040 [5F]529 Portfolio | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
LUBOX J.P. Morgan -6872 Consolidated ⇒ Lord Abbett Ultra Short Bond Class F3 (LUBOX) [MF]Mutual Funds | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2023 |
- Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ JPMORGAN DEPOSIT ACCT B [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
VOX J.P. Morgan -6872 Consolidated ⇒ Vanguard Communication Services ETF (VOX) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | DC | 2023 | ||
VHT J.P. Morgan -6872 Consolidated ⇒ Vanguard Health Care ETF (VHT) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | DC | $201 - $1,000 | Dividends | 2023 |
VGT J.P. Morgan -6872 Consolidated ⇒ Vanguard Information Tech ETF (VGT) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | DC | 2023 | ||
SCHB Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ Schwab U.S. Broad Market ETF (SCHB) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
XLK JPM - IRA ⇒ SPDR Select Sector Fund - Technology (XLK) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
XLC JPM - IRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
VDC JPM - IRA ⇒ Vanguard Consumer Staples ETF (VDC) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
XLY JPM - JPMS LLC IRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
XLV JPM - JPMS LLC IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
VDC JPM - Rollover IRA ⇒ Vanguard Consumer Staples ETF (VDC) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
XLY Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
XLC Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | 2023 | ||
VWO Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $5,001 - $15,000 | Capital Gains, Dividends | 2023 | |
XLY JPM Brokerage ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | 2023 | ||
XLV JPM Brokerage ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | 2023 | ||
VDC JPM Brokerage ⇒ Vanguard Consumer Staples ETF (VDC) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | $201 - $1,000 | Dividends | 2023 |
- JPM Roth IRA ⇒ JPMorgan Deposit Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- J.P Morgan -Checking & Savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2023 | |||
XLY Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | 2023 | ||
XLV Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | 2023 | ||
XLK Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ SPDR Select Sector Fund - Technology (XLK) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | 2023 | ||
- JPM - IRA ⇒ JPMorgan Deposit Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- JPM - Rollover IRA ⇒ JPMorgan Deposit Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
XLY JPM - Rollover IRA ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
XLV JPM - Rollover IRA ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
XLK JPM - Rollover IRA ⇒ SPDR Select Sector Fund - Technology (XLK) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
XLC JPM - Rollover IRA ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VDC Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard Consumer Staples ETF (VDC) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | 2023 | ||
ESGE JPM - Roth IRA ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- JPM - Roth IRA ⇒ JPMorgan Deposit Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- J.P. Morgan -4404 Consolidated ⇒ JPMorgan Deposit Acct [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2023 | ||
- J.P. Morgan -4265 Consolidated ⇒ JPMorgan Deposit Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2023 | ||
- J.P. Morgan -6872 Consolidated ⇒ JPMorgan Deposit Acct [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2023 | ||
XLY J.P. Morgan -6872 Consolidated ⇒ SPDR Select Sector Fund - Consumer Discretionary (XLY) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | DC | 2023 | ||
XLV Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
XLK Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ SPDR Select Sector Fund - Technology (XLK) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
XLC Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ The Communication Services Select Sector SPDR Fund (XLC) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
- JPM - JPMS LLC IRA ⇒ JPMorgan Deposit Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ESML JPM - Roth IRA ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
EAGG JPM - Roth IRA ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
SUSC JPM - Roth IRA ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
VDC Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard Consumer Staples ETF (VDC) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | 2023 | |||
VWO JPM - Roth IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ JPMorgan Deposit Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | $201 - $1,000 | Dividends | 2023 |
TFI JPM Brokerage ⇒ SPDR Nuveen Bloomberg Municipal Bond ETF (TFI) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
VWOB Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard Emerging Markets Government Bond ETF (VWOB) [EF]Exchange Traded Funds (ETF) | None | SP | $1,001 - $2,500 | Capital Gains | 2023 |
VEA Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | None | SP | $1,001 - $2,500 | Capital Gains | 2023 |
ESGD Betterment - 0407 ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
ESGU Betterment - 0407 ⇒ iShares ESG Aware MSCI USA ETF (ESGU) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
BGRN Betterment -8293 ⇒ iShares USD Green Bond ETF (BGRN) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
EFAX Betterment -8293 ⇒ SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
EEMX Betterment -8293 ⇒ SPDR MSCI Emerging Markets Fuel Reserves Free ETF (EEMX) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
TFI Betterment -8293 ⇒ SPDR Nuveen Bloomberg Municipal Bond ETF (TFI) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
SPYX Betterment -8293 ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
VOTE Betterment -8293 ⇒ TCW Transform 500 ETF (VOTE) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
VTIP Betterment -8293 ⇒ Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares (VTIP) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
ESGD Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]Exchange Traded Funds (ETF) | None | $201 - $1,000 | Dividends | 2023 | |
ESGU Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ iShares ESG Aware MSCI USA ETF (ESGU) [EF]Exchange Traded Funds (ETF) | None | $201 - $1,000 | Capital Gains | 2023 | |
IWN Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ iShares Russell 2000 Value ETF (IWN) [EF]Exchange Traded Funds (ETF) | None | $1,001 - $2,500 | Capital Gains | 2023 | |
VWOB Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard Emerging Markets Government Bond ETF (VWOB) [EF]Exchange Traded Funds (ETF) | None | $201 - $1,000 | Capital Gains, Dividends | 2023 | |
VEA Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | None | $2,501 - $5,000 | Capital Gains, Dividends | 2023 | |
EAGG Betterment - 0407 ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
SUSC Betterment - 0407 ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
EMB Betterment - 0407 ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
SPIB Betterment - 0407 ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
VOTE Betterment - 0407 ⇒ TCW Transform 500 ETF (VOTE) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
BNDX Betterment - 0407 ⇒ Vanguard Total International Bond ETF (BNDX) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
ESGD Betterment - 2999 ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
ESGE Betterment - 2999 ⇒ iShares ESG Aware MSCI EM ETF (ESGE) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
SCHF Betterment - 2999 ⇒ Schwab International Equity ETF (SCHF) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
VEA Betterment - 2999 ⇒ Vanguard FTSE Developed Markets ETF (VEA) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
VWO Betterment - 2999 ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
BNDX Betterment - 2999 ⇒ Vanguard Total International Bond ETF (BNDX) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
ESGD Betterment - 4754 ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
ESGU Betterment - 4754 ⇒ iShares ESG Aware MSCI USA ETF (ESGU) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
EAGG Betterment - 4754 ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
SUSC Betterment - 4754 ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
EMB Betterment - 4754 ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
VOTE Betterment - 4754 ⇒ TCW Transform 500 ETF (VOTE) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
BNDX Betterment - 4754 ⇒ Vanguard Total International Bond ETF (BNDX) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
EMB Betterment -8293 ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
CRBN Betterment -8293 ⇒ iShares MSCI ACWI Low Carbon Target ETF (CRBN) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
VTV Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard Value ETF (VTV) [EF]Exchange Traded Funds (ETF) | None | $201 - $1,000 | Capital Gains | 2023 | |
- J.P. Morgan -4265 Consolidated ⇒ United States Treasury Due 3/16/23 [GS]Government Securities and Agency Debt | None | DC | $201 - $1,000 | Interest | 2023 |
- J.P. Morgan -4404 Consolidated ⇒ United States Treasury Due 3/16/23 [GS]Government Securities and Agency Debt | None | DC | $201 - $1,000 | Interest | 2023 |
- J.P. Morgan -6872 Consolidated ⇒ United States Treasury Due 3/16/23 [GS]Government Securities and Agency Debt | None | DC | $201 - $1,000 | Interest | 2023 |
ESGD JPM - IRA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
ESGU JPM - IRA ⇒ iShares ESG Aware MSCI USA ETF (ESGU) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
EAGG JPM - IRA ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
SUSC JPM - IRA ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
VOTE JPM - IRA ⇒ TCW Transform 500 ETF (VOTE) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
BNDX JPM - IRA ⇒ Vanguard Total International Bond ETF (BNDX) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
SCHF JPM - Roth IRA ⇒ Schwab International Equity ETF (SCHF) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
BNDX JPM - Roth IRA ⇒ Vanguard Total International Bond ETF (BNDX) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
EMB JPM Brokerage ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
CRBN JPM Brokerage ⇒ iShares MSCI ACWI Low Carbon Target ETF (CRBN) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
BGRN JPM Brokerage ⇒ iShares USD Green Bond ETF (BGRN) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
EFAX JPM Brokerage ⇒ SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
EEMX JPM Brokerage ⇒ SPDR MSCI Emerging Markets Fuel Reserves Free ETF (EEMX) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
SPYX JPM Brokerage ⇒ SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
VOTE JPM Brokerage ⇒ TCW Transform 500 ETF (VOTE) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
VTIP JPM Brokerage ⇒ Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares (VTIP) [EF]Exchange Traded Funds (ETF) | None | SP | 2023 | ||
ESML Betterment - 0407 ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
GBIL Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) [EF]Exchange Traded Funds (ETF) | None | SP | $1 - $200 | Dividends | 2023 |
IEMG Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF]Exchange Traded Funds (ETF) | None | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2023 |
IWS Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ iShares Russell Mid-cap Value ETF (IWS) [EF]Exchange Traded Funds (ETF) | None | SP | $201 - $1,000 | Capital Gains | 2023 |
SPYV Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ SPDR Series Trust SPDR Portfolio S&P 500 Value ETF (SPYV) [EF]Exchange Traded Funds (ETF) | None | SP | $201 - $1,000 | Capital Gains | 2023 |
EMB JPM - IRA ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
ESGD JPM SEP IRA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
ESGU JPM SEP IRA ⇒ iShares ESG Aware MSCI USA ETF (ESGU) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
ESML JPM SEP IRA ⇒ iShares ESG Aware MSCI USA Small-Cap ETF (ESML) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
EAGG JPM SEP IRA ⇒ iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
SUSC JPM SEP IRA ⇒ iShares ESG Aware USD Corporate Bond ETF (SUSC) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
EMB JPM SEP IRA ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
SPIB JPM SEP IRA ⇒ SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
VOTE JPM SEP IRA ⇒ TCW Transform 500 ETF (VOTE) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 | |
BNDX JPM SEP IRA ⇒ Vanguard Total International Bond ETF (BNDX) [EF]Exchange Traded Funds (ETF) | None | SP | Tax-Deferred | 2023 |
Subscribe for Real-time updates, search & complete access