—
Net Worth Est.
$2.26MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Mutual Fund
$1.01M
Mutual Funds Exchange Traded Fund/Note
$937.01K
Bank Deposit
$246.51K
Retirement Plans Defined Benefit Pension Plan
$32.5K
Life Insurance Whole
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
VWIUX VWIUX- Vanguard Intermediate-Term Tax-Exempt Fund Admiral | $250,001 - $500,000 | Joint | $5,001 - $15,000 | Dividends, Capital Gains, | 2022 |
VMLUX VMLUX- Vanguard Limited-Term Tax-Exempt Fund Admiral Shar | $250,001 - $500,000 | Joint | $2,501 - $5,000 | Dividends, Capital Gains, | 2022 |
 - VTI-Vanguard Total Stock Market ETF | $250,001 - $500,000 | Self | None (or less than $201) | None, | 2022 |
VEU VEU- Vanguard All-World ex-US Shares Index ETF | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2022 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2022 |
- USAA Federal Savings Bank | $100,001 - $250,000 | Joint | $201 - $1,000 | Interest, | 2022 |
VTI VTI- Vanguard Total Stock Market ETF | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2022 |
VBR VBR- Smallcap Value ETF Vanguard | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2022 |
IXUS IXUS- iShares Core MSCI Total International Stock ETF | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Dividends, | 2022 |
- Teacher Retirement System of Texas | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
BNDX BNDX- Vanguard Total International Bond ETF | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
DVY DVY- iShares Select Dividend ETF | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
DFAPX DFAPX- DFA Investment Grade Portfolio Institutional Class | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
BSV BSV- Vanguard Short-Term Bond Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2022 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2022 |
- Thrivent-CSV of Life Policy | $15,001 - $50,000 | Self | $1,001 - $2,500 | Interest, | 2022 |
- USAA Federal Savings Bank | $15,001 - $50,000 | Joint | None (or less than $201) | None, | 2022 |
DFAPX DFAPX- DFA Investment Grade Portfolio Institutional Class | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2022 |
BSV BSV- Vanguard Short-Term Bond Index Fund ETF Shares | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2022 |
- State Employees Credit Union of MD, Inc | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2022 |
- TD Bank NA | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2022 |
- TD Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
VWNFX VWNFX- Vanguard Windsor II Fund Investor Share | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- BNDX | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, Capital Gains, | 2022 |
DVY DVY- iShares Trust - iShares Select Dividend ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2022 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2022 |
- TD Bank NA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2022 |
- TD Bank | None (or less than $1,001) | Self | None (or less than $201) | None, | 2022 |
- Pinnacle Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2022 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | None (or less than $1,001) | Spouse | $201 - $1,000 | None, | 2022 |
- TD Bank | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2022 |
- TD Bank | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2022 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2022 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2022 |
- TD Bank, NA | None (or less than $1,001) | Self | None (or less than $201) | None, | 2022 |
- Verus Financial Partners Roth IRA | Spouse | 2022 | |||
- Verus Financial Partners SEP IRA | Self | 2022 | |||
- Verus Financial Partners IRA account | Self | 2022 | |||
- Verus Financial Partners joint account | Joint | 2022 | |||
- Vanguard Roth IRA | Self | 2022 | |||
- Verus Financial Partners Rollover IRA | Spouse | 2022 | |||
- Verus Financial Partners Roth IRA | Self | 2022 | |||
VMLUX VMLUX- Vanguard Limited-Term Tax-Exempt Fund Admiral Shar | $250,001 - $500,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2021 |
VWIUX VWIUX- Vanguard Intermediate-Term Tax-Exempt Fund Admiral | $250,001 - $500,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2021 |
VEU VEU- Vanguard All-World ex-US Shares Index ETF | $100,001 - $250,000 | Self | None (or less than $201) | Dividends, | 2021 |
- USAA Federal Savings Bank | $100,001 - $250,000 | Joint | $201 - $1,000 | Interest, | 2021 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2021 |
- VTI-Vanguard Total Stock Market ETF | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2021 |
IXUS IXUS- iShares Core MSCI Total International Stock ETF | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Dividends, | 2021 |
- USAA Federal Savings Bank | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2021 |
VTI VTI- Vanguard Total Stock Market ETF | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2021 |
BSV BSV- Vanguard Short-Term Bond Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
DVY DVY- iShares Select Dividend ETF | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2021 |
DWFIX DWFIX- Dfa World Ex U.S. Government Fixed Income Port I | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2021 |
VBR VBR- Smallcap Value ETF Vanguard | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, | 2021 |
- Thrivent-CSV of Life Policy | $15,001 - $50,000 | Self | $1,001 - $2,500 | Interest, | 2021 |
DFAPX DFAPX- DFA Investment Grade Portfolio Institutional Class | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2021 |
- Teacher Retirement System of Texas | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2021 |
DWFIX DWFIX- DFA World ex U.S. Government Fixed Income Portfoli | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2021 |
- TD Bank NA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
DVY DVY- iShares Trust - iShares Select Dividend ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2021 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2021 |
DFAPX DFAPX- DFA Investment Grade Portfolio Institutional Class | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2021 |
BSV BSV- Vanguard Short-Term Bond Index Fund ETF Shares | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2021 |
- TD Bank NA | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2021 |
VWNFX VWNFX- Vanguard Windsor II Fund Investor Share | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2021 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- State Employees Credit Union of MD, Inc | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2021 |
- TD Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2021 |
- TD Bank | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2021 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2021 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2021 |
- TD Bank | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2021 |
- TD Bank, NA | None (or less than $1,001) | Self | None (or less than $201) | None, | 2021 |
- TD Bank | None (or less than $1,001) | Self | None (or less than $201) | None, | 2021 |
- Pinnacle Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2021 |
- Verus Financial Partners Roth IRA | Self | 2021 | |||
- Verus Financial Partners SEP IRA | Self | 2021 | |||
- Verus Financial Partners IRA account | Self | 2021 | |||
- Verus Financial Partners joint account | Joint | 2021 | |||
- Verus Financial Partners Roth IRA | Spouse | 2021 | |||
- Verus Financial Partners Rollover IRA | Spouse | 2021 | |||
- Vanguard Roth IRA | Self | 2021 | |||
- Residence | $1,000,001 - $5,000,000 | Joint | $50,001 - $100,000 | Rent/Royalties, | 2020 |
- DFTWX-DFA TA World ex US Core Equity I | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2020 |
- VTI-Vanguard Total Stock Market ETF | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2020 |
- USAA Federal Savings Bank | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Interest, | 2020 |
IXUS IXUS- iShares Core MSCI Total International Stock ETF | $50,001 - $100,000 | Joint | $201 - $1,000 | Dividends, | 2020 |
- USAA Federal Savings Bank | $50,001 - $100,000 | Joint | None (or less than $201) | None, | 2020 |
VTI VTI- Vanguard Total Stock Market ETF | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2020 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $50,001 - $100,000 | Self | None (or less than $201) | None, | 2020 |
DFAPX DFAPX- DFA Investment Grade Portfolio Institutional Class | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
- Thrivent-CSV of Life Policy | $15,001 - $50,000 | Self | $1,001 - $2,500 | Interest, | 2020 |
BSV BSV- Vanguard Short-Term Bond Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
- DFSVX-DFA US Small Cap Value I | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2020 |
- Teacher Retirement System of Texas | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
DFGEX DFGEX- DFA Global Real Estate Securities Portfolio | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
- DFGBX-DFA Five-Year Global Fixed-Income I | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2020 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
DFGBX DFGBX- DFA Five-Year Global Fixed-Income I | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2020 |
VWNFX VWNFX- Vanguard Windsor II Fund Investor Share | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- TD Bank | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
- TD Bank NA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2020 |
VBR VBR- Vanguard Small-Cap Value Index Fund ETF Shares | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2020 |
DFGEX DFGEX- DFA Global Real Estate Securities Portfolio | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2020 |
DFAPX DFAPX- DFA Investment Grade Portfolio Institutional Class | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2020 |
BSV BSV- Vanguard Short-Term Bond Index Fund ETF Shares | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2020 |
- TD Bank NA | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2020 |
- TD Bank | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2020 |
- TD Bank, NA | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2020 |
DFTWX DFTWX- DFA T.A. World ex U.S. Core Equity Portfolio Insti | None (or less than $1,001) | Joint | $1,001 - $2,500 | Dividends, | 2020 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2020 |
- State Employees Credit Union of MD, Inc | None (or less than $1,001) | Joint | None (or less than $201) | Interest, | 2020 |
- TD Bank | None (or less than $1,001) | Spouse | None (or less than $201) | None, | 2020 |
- Pinnacle Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2020 |
- TD Bank | None (or less than $1,001) | Self | None (or less than $201) | None, | 2020 |
- Verus Financial Partners Rollover IRA | Spouse | 2020 | |||
- Vanguard Roth IRA | Self | 2020 | |||
- Verus Financial Partners IRA account | Self | 2020 | |||
- Verus Financial Partners Roth IRA | Self | 2020 | |||
- Verus Financial Partners joint account | Joint | 2020 | |||
- Verus Financial Partners Roth IRA | Spouse | 2020 | |||
- Verus Financial Partners SEP IRA | Self | 2020 | |||
- Residence | $1,000,001 - $5,000,000 | Joint | $5,001 - $15,000 | Rent/Royalties, | 2019 |
- DFTWX-DFA TA World ex US Core Equity I | $100,001 - $250,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2019 |
- USAA Federal Savings Bank | $100,001 - $250,000 | Joint | $201 - $1,000 | Interest, | 2019 |
- USAA Federal Savings Bank | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2019 |
- VTI-Vanguard Total Stock Market ETF | $100,001 - $250,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2019 |
VTI VTI- Vanguard Total Stock Market ETF | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2019 |
DFTWX DFTWX- DFA TA World ex US Core Equity I | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2019 |
- DFSVX-DFA US Small Cap Value I | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2019 |
BSV BSV- Vanguard Short-Term Bond Index Fund ETF Shares | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2019 |
- Teacher Retirement System of Texas | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Interest, Capital Gains, | 2019 |
DFAPX DFAPX- DFA Investment Grade Portfolio Institutional Class | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2019 |
DFSVX DFSVX- DFA US Small Cap Value I | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2019 |
- DFGBX-DFA Five-Year Global Fixed-Income I | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2019 |
DFGEX DFGEX- DFA Global Real Estate Securities Portfolio | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2019 |
- TD Bank NA | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2019 |
- TD Bank NA | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2019 |
DFGEX DFGEX- DFA Global Real Estate Securities Portfolio | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2019 |
DFAPX DFAPX- DFA Investment Grade Portfolio Institutional Class | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2019 |
BSV BSV- Vanguard Short-Term Bond Index Fund ETF Shares | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2019 |
DFGBX DFGBX- DFA Five-Year Global Fixed-Income I | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2019 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2019 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2019 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2019 |
- Thrivent-CSV of Life Policy | $1,001 - $15,000 | Self | $1,001 - $2,500 | Interest, | 2019 |
VWNFX VWNFX- Vanguard Windsor II Fund Investor Share | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2019 |
VASGX VASGX- Vanguard LifeStrategy Growth Fund Investor Shares | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2019 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2019 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2019 |
- Pinnacle Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2019 |
- State Employees Credit Union of MD, Inc | None (or less than $1,001) | Joint | None (or less than $201) | Interest, | 2019 |
- TD Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2019 |
- TD Bank | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2019 |
- TD Bank | None (or less than $1,001) | Self | None (or less than $201) | Interest, | 2019 |
- TD Bank | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2019 |
- Verus Financial Partners Roth IRA | Self | 2019 | |||
- Verus Financial Partners Roth IRA | Spouse | 2019 | |||
- Verus Financial Partners joint account | Joint | 2019 | |||
- Verus Financial Partners IRA account | Self | 2019 | |||
- Verus Financial Partners Rollover IRA | Spouse | 2019 | |||
- Verus Financial Partners SEP IRA | Self | 2019 | |||
- Vanguard Roth IRA | Self | 2019 | |||
- Residence | $500,001 - $1,000,000 | Joint | None (or less than $201) | Rent/Royalties, | 2018 |
- VTI-Vanguard Total Stock Market ETF | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2018 |
- DFTWX-DFA TA World ex US Core Equity I | $100,001 - $250,000 | Self | None (or less than $201) | None, | 2018 |
- USAA Federal Savings Bank | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2018 |
VTI VTI- Vanguard Total Stock Market ETF | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Dividends, Capital Gains, | 2018 |
DFTWX DFTWX- DFA TA World ex US Core Equity I | $50,001 - $100,000 | Joint | $2,501 - $5,000 | Dividends, Capital Gains, | 2018 |
- USAA Federal Savings Bank | $50,001 - $100,000 | Joint | $201 - $1,000 | Interest, | 2018 |
- DFGBX-DFA Five-Year Global Fixed-Income I | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2018 |
- DFSVX-DFA US Small Cap Value I | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2018 |
- Teacher Retirement System of Texas | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Interest, Capital Gains, | 2018 |
- BND-Vanguard Total Bond Market ETF | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2018 |
- DCMSX-DFA Commodity Strategy Institutional | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2018 |
DFSVX DFSVX- DFA US Small Cap Value I | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2018 |
- VFSUX-Vanguard Short-Term Investment-Grade Adm | $15,001 - $50,000 | Self | None (or less than $201) | None, | 2018 |
- VWNFX-Vanguard Windsor II Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | None, Dividends, | 2018 |
- VWNFX-Vanguard Windsor II Inv | $1,001 - $15,000 | Spouse | $201 - $1,000 | None, | 2018 |
- VWNFX-Vanguard Windsor II Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2018 |
- Thrivent-CSV of Life Policy | $1,001 - $15,000 | Self | $201 - $1,000 | Interest, | 2018 |
- VWNDX | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2018 |
- VWNFX-Vanguard Windsor II Inv | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2018 |
BND BND- Vanguard Total Bond Market ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2018 |
- TD Bank NA | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2018 |
VFSUX VFSUX- Vanguard Short-Term Investment-Grade Adm | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2018 |
- TD Bank NA | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2018 |
DCMSX DCMSX- DFA Commodity Strategy Institutional | $1,001 - $15,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2018 |
DFGBX DFGBX- DFA Five-Year Global Fixed-Income I | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2018 |
- Pinnacle Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2018 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2018 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2018 |
- Vanguard Rollover IRA | Spouse | 2018 | |||
- Vanguard Roth IRA | Spouse | 2018 | |||
- Verus Financial Partners joint account | Joint | 2018 | |||
- Verus SEP IRA account | Self | 2018 | |||
- Vanguard Roth IRA | Self | 2018 | |||
- USAA Federal Savings Bank | $250,001 - $500,000 | Joint | $201 - $1,000 | Interest, | 2017 |
- USAA Federal Savings Bank | $250,001 - $500,000 | Joint | $201 - $1,000 | Interest, | 2017 |
- USAA Federal Savings Bank | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2017 |
- USAA Federal Savings Bank | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2017 |
VTV VTV- Vanguard Index Funds - Vanguard Value ETF (NYSEArca) | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2017 |
VTV VTV- Vanguard Value ETF | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2017 |
VTV VTV- Vanguard Value ETF | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2017 |
VTV VTV- Vanguard Index Funds - Vanguard Value ETF (NYSEArca) | $50,001 - $100,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2017 |
IWP IWP- iShares Russell Mid-Cap Growth | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2017 |
SHY SHY- iShares Trust - iShares 1-3 Year Treasury Bond ETF (NYSEArca) | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2017 |
VOE VOE- Vanguard Index Funds - Vanguard Mid-Cap Value ETF (NYSEArca) | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
IWP IWP- iShares Russell Mid-Cap Growth | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2017 |
VUG VUG- Vanguard Growth ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
GVI GVI- iShares Interm Government/Credit Bd | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VUG VUG- Vanguard Index Funds - Vanguard Growth ETF (NYSEArca) | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VUG VUG- Vanguard Growth ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VOE VOE- Vanguard Mid-Cap Value ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VWO VWO- Vanguard FTSE Emerging Markets ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VEA VEA- Vanguard FTSE Developed Markets ETF | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2017 |
MBB MBB- iShares MBS | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
GVI GVI- iShares Interm Government/Credit Bd | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
MBB MBB- iShares MBS | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VWO VWO- Vanguard Emerging Markets Stock Idx ETF | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
MBB MBB- iShares MBS | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
- Teacher Retirement System of Texas | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Interest, Capital Gains, | 2017 |
- Teacher Retirement System of Texas | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Interest, Capital Gains, | 2017 |
SHY SHY- iShares 1-3 Year Treasury Bond | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
IWP IWP- iShares Russell Mid-Cap Growth | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
GVI GVI- iShares Intm Government/Credit Bond | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2017 |
IWP IWP- iShares Russell Mid-Cap Growth | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VUG VUG- Vanguard Index Funds - Vanguard Growth ETF (NYSEArca) | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VWO VWO- Vanguard Emerging Markets Stock Idx ETF | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
SHY SHY- iShares 1-3 Year Treasury Bond | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
VEA VEA- Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (NYSEArca) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2017 |
VOE VOE- Vanguard Index Funds - Vanguard Mid-Cap Value ETF (NYSEArca) | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VEA VEA- Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (NYSEArca) | $15,001 - $50,000 | Joint | $1,001 - $2,500 | Dividends, Capital Gains, | 2017 |
VWO VWO- Vanguard FTSE Emerging Markets ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
GVI GVI- iShares Intm Government/Credit Bond | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2017 |
MBB MBB- iShares MBS | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VOE VOE- Vanguard Mid-Cap Value ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VEA VEA- Vanguard FTSE Developed Markets ETF | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2017 |
SHY SHY- iShares Trust - iShares 1-3 Year Treasury Bond ETF (NYSEArca) | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2017 |
- Thrivent-CSV of Life Policy | $1,001 - $15,000 | Self | $201 - $1,000 | None, | 2017 |
VSS VSS- Vanguard FTSE All-World ex-US Sm-Cp ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
IWO IWO- iShares Russell 2000 Growth | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2017 |
IWN IWN- iShares Russell 2000 Value | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
TIP TIP- iShares Trust - iShares TIPS Bond ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2017 |
BLV BLV- Vanguard Long-Term Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
JNK JNK- SPDR Barclays High Yield Bond ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
IWO IWO- iShares Russell 2000 Growth | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
IWN IWN- iShares Russell 2000 Value | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
TIP TIP- iShares TIPS Bond | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- TD Ameritrade | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2017 |
VWNFX VWNFX- Vanguard Windsor II Inv | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- VWNDX | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VWNFX VWNFX- Vanguard Windsor II Inv | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
EMB EMB- iShares JPMorgan USD Emerg Markets Bond | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
- Pinnacle Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2017 |
PIOTX PIOTX- Pioneer Value A (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2017 |
EMB EMB- iShares JPMorgan USD Emerg Markets Bond | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
- TD Ameritrade | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2017 |
VSS VSS- Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2017 |
BLV BLV- Vanguard Long-Term Bond Index ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2017 |
JNK JNK- SPDR Barclays High Yield Bond | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2017 |
EMB EMB- iShares JPMorgan USD Emerg Markets Bond | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
IWO IWO- iShares Russell 2000 Growth | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2017 |
IWN IWN- iShares Russell 2000 Value | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
TIP TIP- iShares Trust - iShares TIPS Bond ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- VWNDX | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VWNFX VWNFX- Vanguard Windsor II Inv | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VWNFX VWNFX- Vanguard Windsor II Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
VSS VSS- Vanguard FTSE All-World ex-US Sm-Cp ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
BLV BLV- Vanguard Long-Term Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
JNK JNK- SPDR Barclays High Yield Bond ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
EMB EMB- iShares JPMorgan USD Emerg Markets Bond | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
IWO IWO- iShares Russell 2000 Growth | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
IWN IWN- iShares Russell 2000 Value | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
VWNFX VWNFX- Vanguard Windsor II Inv | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
TIP TIP- iShares TIPS Bond | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- TD Ameritrade | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2017 |
VWNFX VWNFX- Vanguard Windsor II Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2017 |
VWNFX VWNFX- Vanguard Windsor II Inv | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2017 |
VWNFX VWNFX- Vanguard Windsor II Inv | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, Capital Gains, | 2017 |
- Thrivent-CSV of Life Policy | $1,001 - $15,000 | Self | $201 - $1,000 | None, | 2017 |
- Pinnacle Bank | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2017 |
PIOTX PIOTX- Pioneer Value A (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- TD Ameritrade | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2017 |
VSS VSS- Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2017 |
BLV BLV- Vanguard Long-Term Bond Index ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2017 |
JNK JNK- SPDR Barclays High Yield Bond | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, | 2017 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2017 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2017 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2017 |
PIOBX PIOBX- Pioneer Bond A (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, Capital Gains, | 2017 |
PIOBX PIOBX- Pioneer Bond A (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, Capital Gains, | 2017 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2017 |
- TD Ameritrade SEP IRA | Self | 2017 | |||
- Vanguard Roth IRA | Self | 2017 | |||
- Vanguard Roth IRA | Spouse | 2017 | |||
- Vanguard Roth IRA | Spouse | 2017 | |||
- TD Ameritrade SEP IRA | Self | 2017 | |||
- Vanguard Roth IRA | Self | 2017 | |||
- Vanguard Rollover IRA | Spouse | 2017 | |||
- Vanguard Rollover IRA | Spouse | 2017 | |||
- Rental Property | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2016 |
- USAA | $250,001 - $500,000 | Joint | None (or less than $201) | None, | 2016 |
- USAA | $250,001 - $500,000 | Joint | $201 - $1,000 | Interest, | 2016 |
- USAA | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2016 |
VUG VUG- Vanguard Growth ETF | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VTV VTV- Vanguard Value ETF | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2016 |
VUG VUG- Vanguard Index Funds - Vanguard Growth ETF (NYSEArca) | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VTV VTV- Vanguard Index Funds - Vanguard Value ETF (NYSEArca) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2016 |
- Pinnacle Bank | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2016 |
VOE VOE- Vanguard Mid-Cap Value ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VWO VWO- Vanguard FTSE Emerging Markets ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VEA VEA- Vanguard FTSE Developed Markets ETF | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
GVI GVI- iShares Interm Government/Credit Bd | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
MBB MBB- iShares MBS | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
- Pinnacle Bank | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2016 |
- Teacher Retirement System of Texas | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Interest, Capital Gains, | 2016 |
VUG VUG- Vanguard Index Funds - Vanguard Growth ETF (NYSEArca) | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VTV VTV- Vanguard Index Funds - Vanguard Value ETF (NYSEArca) | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
GVI GVI- iShares Intm Government/Credit Bond | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2016 |
GVI GVI- iShares Intm Government/Credit Bond | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2016 |
VTV VTV- Vanguard Index Funds - Vanguard Value ETF (NYSEArca) | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VUG VUG- Vanguard Index Funds - Vanguard Growth ETF (NYSEArca) | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
- Teacher Retirement System of Texas | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Interest, Capital Gains, | 2016 |
VWNFX VWNFX- Vanguard Windsor⢠II Inv (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
VWNFX VWNFX- Vanguard Windsor⢠II Inv (NASDAQ) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
IWP IWP- iShares Trust - iShares Russell Mid-Cap Growth ETF (NYSEArca) | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
MBB MBB- iShares MBS (NYSEArca) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VWO VWO- Vanguard Emerging Markets Stock Idx ETF | $15,001 - $50,000 | Self | Dividends, | 2016 | |
GVI GVI- iShares Trust - iShares Intermediate Government/Credit Bond ETF (NYSEArca) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VWO VWO- Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF (NYSEArca) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VOE VOE- Vanguard Index Funds - Vanguard Mid-Cap Value ETF (NYSEArca) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VUG VUG- Vanguard Index Funds - Vanguard Growth ETF (NYSEArca) | $15,001 - $50,000 | Self | Dividends, Capital Gains, | 2016 | |
VTV VTV- Vanguard Index Funds - Vanguard Value ETF (NYSEArca) | $15,001 - $50,000 | Self | Dividends, Capital Gains, | 2016 | |
VSS VSS- Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
VWO VWO- Vanguard Emerging Markets Stock Idx ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
PIOTX PIOTX- Pioneer Value A (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
- VWNDX - Vanguard Windsor Inv | $1,001 - $15,000 | Self | Dividends, Capital Gains, | 2016 | |
- VWNDX | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
VWNFX VWNFX- Vanguard Windsor⢠II Inv (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
- TD Bank Cash | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2016 |
TIP TIP- iShares Trust - iShares TIPS Bond ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
SHY SHY- iShares Trust - iShares 1-3 Year Treasury Bond ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
IWN IWN- iShares Trust - iShares Russell 2000 Value ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
IWO IWO- iShares Trust - iShares Russell 2000 Growth ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
EMB EMB- iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
JNK JNK- SPDR Barclays High Yield Bond | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2016 |
BWX BWX- SPDR Series Trust - SPDR Barclays International Treasury Bond ETF (NYSEArca) | $1,001 - $15,000 | Self | Dividends, | 2016 | |
BWX BWX- SPDR Series Trust - SPDR Barclays International Treasury Bond ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
BLV BLV- Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
VEA VEA- Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (NYSEArca) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VNQI VNQI- Vanguard Global ex-US Real Estate ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
VSS VSS- Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
VOE VOE- Vanguard Index Funds - Vanguard Mid-Cap Value ETF (NYSEArca) | $1,001 - $15,000 | Self | Dividends, | 2016 | |
TIP TIP- iShares Trust - iShares TIPS Bond ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2016 |
- TD Ameritrade | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2016 |
TIP TIP- iShares Trust - iShares TIPS Bond ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2016 |
SHY SHY- iShares Trust - iShares 1-3 Year Treasury Bond ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2016 |
- USAA | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2016 |
- Thrivent-CSV of Life Policy | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2016 |
IWP IWP- iShares Russell Mid-Cap Growth | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
IWN IWN- iShares Russell 2000 Value | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
IWO IWO- iShares Russell 2000 Growth | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
EMB EMB- iShares JPMorgan USD Emerg Markets Bond | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
MBB MBB- iShares MBS | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
JNK JNK- SPDR Barclays High Yield Bond | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2016 |
BLV BLV- Vanguard Long-Term Bond Index ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2016 |
VEA VEA- Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (NYSEArca) | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VOE VOE- Vanguard Index Funds - Vanguard Mid-Cap Value ETF (NYSEArca) | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VNQI VNQI- Vanguard Global ex-US Real Estate ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
VSS VSS- Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
VWO VWO- Vanguard Emerging Markets Stock Idx ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
- TD Ameritrade | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2016 |
PIOTX PIOTX- Pioneer Value A (NASDAQ) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
- Thrivent-CSV of Life Policy | $1,001 - $15,000 | Self | $201 - $1,000 | None, | 2016 |
VWNFX VWNFX- Vanguard Windsor II Inv | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
- VWNDX | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VWNFX VWNFX- Vanguard Windsor II Inv | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
- TD Ameritrade | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2016 |
TIP TIP- iShares TIPS Bond | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
SHY SHY- iShares 1-3 Year Treasury Bond | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
IWP IWP- iShares Russell Mid-Cap Growth | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
IWN IWN- iShares Russell 2000 Value | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
IWO IWO- iShares Russell 2000 Growth | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
EMB EMB- iShares JPMorgan USD Emerg Markets Bond | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
JNK JNK- SPDR Barclays High Yield Bond ETF | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
BLV BLV- Vanguard Long-Term Bond ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
VNQI VNQI- Vanguard Global ex-US Real Estate ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
VSS VSS- Vanguard FTSE All-World ex-US Sm-Cp ETF | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2016 |
VWNFX VWNFX- Vanguard Windsor II Inv | $1,001 - $15,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2016 |
VWNFX VWNFX- Vanguard Windsor II Inv | $1,001 - $15,000 | Spouse | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
SHY SHY- iShares Trust - iShares 1-3 Year Treasury Bond ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2016 |
IWP IWP- iShares Russell Mid-Cap Growth | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
IWN IWN- iShares Russell 2000 Value | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
IWO IWO- iShares Russell 2000 Growth | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
EMB EMB- iShares JPMorgan USD Emerg Markets Bond | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
MBB MBB- iShares MBS | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
JNK JNK- SPDR Barclays High Yield Bond | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2016 |
BWX BWX- SPDR Series Trust - SPDR Barclays International Treasury Bond ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2016 |
BLV BLV- Vanguard Long-Term Bond Index ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2016 |
VEA VEA- Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (NYSEArca) | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2016 |
VOE VOE- Vanguard Index Funds - Vanguard Mid-Cap Value ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
BLV BLV- Vanguard Long-Term Bond Index ETF | $1,001 - $15,000 | Self | Dividends, | 2016 | |
VNQI VNQI- Vanguard Global ex-US Real Estate ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2016 |
PIOBX PIOBX- Pioneer Bond A (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
PIOBX PIOBX- Pioneer Bond A (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, Capital Gains, | 2016 |
- APCO Employees Credit Union | None (or less than $1,001) | Spouse | None (or less than $201) | Interest, | 2016 |
MBB MBB- iShares MBS (NYSEArca) | Self | 2016 | |||
- Vanguard Rollover IRA | Spouse | 2016 | |||
VSS VSS- Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEArca) | Self | 2016 | |||
IWP IWP- iShares Trust - iShares Russell Mid-Cap Growth ETF (NYSEArca) | Self | 2016 | |||
SHY SHY- iShares Trust - iShares 1-3 Year Treasury Bond ETF (NYSEArca) | Self | 2016 | |||
TIP TIP- iShares Trust - iShares TIPS Bond ETF (NYSEArca) | Self | 2016 | |||
EMB EMB- iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF (NYSEArca) | Self | 2016 | |||
IWO IWO- iShares Trust - iShares Russell 2000 Growth ETF (NYSEArca) | Self | 2016 | |||
IWN IWN- iShares Trust - iShares Russell 2000 Value ETF (NYSEArca) | Self | 2016 | |||
- Vanguard Roth IRA | Self | 2016 | |||
- TD Ameritrade SEP IRA | Self | 2016 | |||
VNQI VNQI- Vanguard Global ex-US Real Estate ETF (NYSEArca) | Self | 2016 | |||
VEA VEA- Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (NYSEArca) | Self | 2016 | |||
- Vanguard Roth IRA | Spouse | 2016 | |||
GVI GVI- iShares Trust - iShares Intermediate Government/Credit Bond ETF (NYSEArca) | Self | 2016 | |||
- Rental Property | $500,001 - $1,000,000 | Joint | $15,001 - $50,000 | Rent/Royalties, | 2015 |
- USAA | $100,001 - $250,000 | Joint | None (or less than $201) | None, | 2015 |
VTV VTV- Vanguard Index Funds - Vanguard Value ETF (NYSEArca) | $50,001 - $100,000 | Self | $1,001 - $2,500 | Dividends, Capital Gains, | 2015 |
VUG VUG- Vanguard Index Funds - Vanguard Growth ETF (NYSEArca) | $50,001 - $100,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
VWO VWO- Vanguard Emerging Markets Stock Idx ETF | $15,001 - $50,000 | Self | Dividends, | 2015 | |
MBB MBB- iShares MBS (NYSEArca) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
GVI GVI- iShares Trust - iShares Intermediate Government/Credit Bond ETF (NYSEArca) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
VWO VWO- Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF (NYSEArca) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
VOE VOE- Vanguard Index Funds - Vanguard Mid-Cap Value ETF (NYSEArca) | $15,001 - $50,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
VUG VUG- Vanguard Index Funds - Vanguard Growth ETF (NYSEArca) | $15,001 - $50,000 | Self | Dividends, Capital Gains, | 2015 | |
VTV VTV- Vanguard Index Funds - Vanguard Value ETF (NYSEArca) | $15,001 - $50,000 | Self | Dividends, Capital Gains, | 2015 | |
GVI GVI- iShares Intm Government/Credit Bond | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2015 |
VTV VTV- Vanguard Index Funds - Vanguard Value ETF (NYSEArca) | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
VUG VUG- Vanguard Index Funds - Vanguard Growth ETF (NYSEArca) | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
- Teacher Retirement System of Texas | $15,001 - $50,000 | Self | $1,001 - $2,500 | Dividends, Interest, Capital Gains, | 2015 |
VWNFX VWNFX- Vanguard Windsor⢠II Inv (NASDAQ) | $15,001 - $50,000 | Spouse | None (or less than $201) | Dividends, Capital Gains, | 2015 |
VWNFX VWNFX- Vanguard Windsor⢠II Inv (NASDAQ) | $15,001 - $50,000 | Spouse | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
- Pinnacle Bank | $15,001 - $50,000 | Self | None (or less than $201) | Interest, | 2015 |
IWP IWP- iShares Trust - iShares Russell Mid-Cap Growth ETF (NYSEArca) | $15,001 - $50,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
EMB EMB- iShares JPMorgan USD Emerg Markets Bond | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2015 |
VNQI VNQI- Vanguard Global ex-US Real Estate ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
MBB MBB- iShares MBS | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
TIP TIP- iShares Trust - iShares TIPS Bond ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
IWO IWO- iShares Trust - iShares Russell 2000 Growth ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
VWNFX VWNFX- Vanguard Windsor⢠II Inv (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
VWNFX VWNFX- Vanguard Windsor⢠II Inv (NASDAQ) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
- TD Bank Cash | $1,001 - $15,000 | Self | None (or less than $201) | Interest, | 2015 |
TIP TIP- iShares Trust - iShares TIPS Bond ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2015 |
SHY SHY- iShares Trust - iShares 1-3 Year Treasury Bond ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2015 |
IWP IWP- iShares Russell Mid-Cap Growth | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2015 |
- Thrivent-CSV of Life Policy | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2015 |
IWN IWN- iShares Russell 2000 Value | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2015 |
VOE VOE- Vanguard Index Funds - Vanguard Mid-Cap Value ETF (NYSEArca) | $1,001 - $15,000 | Self | Dividends, | 2015 | |
VSS VSS- Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
IWO IWO- iShares Russell 2000 Growth | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2015 |
VEA VEA- Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (NYSEArca) | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
SHY SHY- iShares Trust - iShares 1-3 Year Treasury Bond ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
JNK JNK- SPDR Barclays High Yield Bond | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2015 |
BWX BWX- SPDR Series Trust - SPDR Barclays International Treasury Bond ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2015 |
BLV BLV- Vanguard Long-Term Bond Index ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, | 2015 |
VEA VEA- Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (NYSEArca) | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
BLV BLV- Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
VOE VOE- Vanguard Index Funds - Vanguard Mid-Cap Value ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2015 |
BLV BLV- Vanguard Long-Term Bond Index ETF | $1,001 - $15,000 | Self | Dividends, | 2015 | |
VNQI VNQI- Vanguard Global ex-US Real Estate ETF | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2015 |
BWX BWX- SPDR Series Trust - SPDR Barclays International Treasury Bond ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
VSS VSS- Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEArca) | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Capital Gains, | 2015 |
BWX BWX- SPDR Series Trust - SPDR Barclays International Treasury Bond ETF (NYSEArca) | $1,001 - $15,000 | Self | Dividends, | 2015 | |
JNK JNK- SPDR Barclays High Yield Bond | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, | 2015 |
VWO VWO- Vanguard Emerging Markets Stock Idx ETF | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
- USAA | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2015 |
- TD Ameritrade | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2015 |
PIOTX PIOTX- Pioneer Value A (NASDAQ) | $1,001 - $15,000 | Joint | $201 - $1,000 | Dividends, Capital Gains, | 2015 |
EMB EMB- iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
IWN IWN- iShares Trust - iShares Russell 2000 Value ETF (NYSEArca) | $1,001 - $15,000 | Self | None (or less than $201) | Dividends, Capital Gains, | 2015 |
PIOBX PIOBX- Pioneer Bond A (NASDAQ) | None (or less than $1,001) | Joint | None (or less than $201) | Dividends, Capital Gains, | 2015 |
TIP TIP- iShares Trust - iShares TIPS Bond ETF (NYSEArca) | Self | 2015 | |||
SHY SHY- iShares Trust - iShares 1-3 Year Treasury Bond ETF (NYSEArca) | Self | 2015 | |||
IWN IWN- iShares Trust - iShares Russell 2000 Value ETF (NYSEArca) | Self | 2015 | |||
VSS VSS- Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEArca) | Self | 2015 | |||
MBB MBB- iShares MBS (NYSEArca) | Self | 2015 | |||
GVI GVI- iShares Trust - iShares Intermediate Government/Credit Bond ETF (NYSEArca) | Self | 2015 | |||
VEA VEA- Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (NYSEArca) | Self | 2015 | |||
EMB EMB- iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF (NYSEArca) | Self | 2015 | |||
IWP IWP- iShares Trust - iShares Russell Mid-Cap Growth ETF (NYSEArca) | Self | 2015 | |||
VNQI VNQI- Vanguard Global ex-US Real Estate ETF (NYSEArca) | Self | 2015 | |||
IWO IWO- iShares Trust - iShares Russell 2000 Growth ETF (NYSEArca) | Self | 2015 |
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