—
Net Worth Est.
$2.06MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds Mutual Fund
$1.8M
Retirement Plans Deferred Compensation
$207.5K
Bank Deposit
$48.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
 - State Street Russell Small Cap Index Non-Lending Series Fund Class K | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- State Street Russell Small Cap Index Non-Lending Series Fund Class K | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- TCLFX - TIAA-CREF Lifecycle 2025 Retirement | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
FAIGX FAIGX- Fidelity Advisor Balanced Fund Class M | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
FEIRX FEIRX- Fidelity Advisor Equity Income Fund Class M | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
FTBRX FTBRX- Fidelity Advisor Limited Term Bond Fund Class M | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
FAEGX FAEGX- Fidelity Advisor Equity Growth Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
FAGOX FAGOX- Fidelity Advisor Growth Opportunities Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Select Bond (MSA/Allspring Global Investments) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Index 500 Stock (MSA/Blackrock Advisors LLC) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- High Yield Bond (MSA/Federated Invest. Mgmt. Co.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- TruStone Financial | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2024 |
SIUSX SIUSX- Guggenheim Investment Grade Bond Fund Class A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Small Cap Growth Stock (MSA/Wellington Management) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- U.S. Strategic Equity (Russell Invsts) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Small Cap Value (MSA/T Rowe Price) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- QCBMIX - CREF Core Bond Account - R3 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
FAERX FAERX- Fidelity Advisor Overseas Fund Class M | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Wilmington Trust/Great Gray Trust T. Rowe Price Retirement 2050 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- United States Senate Federal Credit Union | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Interest, | 2024 |
- Wells Fargo | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2024 |
- International Equity (MSA/Dodge and Cox) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Mid Cap Growth Stock (MSA/Wellington Management) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- International Developed Markets (Russell Invsts) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Wilmington Trust Collective Investment Trust - Putnam Large Cap Value I1 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
FPURX FPURX- Fidelity Puritan Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Wilmington Trust/Great Gray Trust T. Rowe Price Retirement 2035 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Wilmington Trust/Great Gray Trust T. Rowe Price Retirement 2040 | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Mid Cap Value (MSA/American Century) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- State Street S&P 500 Index Non-Lending Series Fund Class K | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- State Street S&P MidCap Index Non-Lending Series Fund Class M | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
PRILX PRILX- Parnassus Core Equity Fund-Institutional Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
TRSSX TRSSX- T.Rowe Price Institutional Small-Cap Stock Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
TRMCX TRMCX- T. Rowe Price Mid-Cap Value Fund Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- State Street U.S. Bond Index Non-Lending Series M | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- TCW Core Fixed Income Fund | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2024 |
- Northwestern Mutual Life Ins. - Variable Ins. Policies | Spouse | 2024 | |||
- Fidelity Investments IRA | Spouse | 2024 | |||
- State Street Russell Small Cap Index Non-Lending Series Fund Class K | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- State Street Russell Small Cap Index Non-Lending Series Fund Class K | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FTBRX FTBRX- Fidelity Advisor Limited Term Bond Fund Class M | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- TCLFX - TIAA-CREF Lifecycle 2025 Retirement | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FEIRX FEIRX- Fidelity Advisor Equity Income Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Select Bond (MSA/Allspring Global Investments) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FAEGX FAEGX- Fidelity Advisor Equity Growth Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FAIGX FAIGX- Fidelity Advisor Balanced Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
FAGOX FAGOX- Fidelity Advisor Growth Opportunities Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- QCBMIX - CREF Core Bond Account - R3 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- TruStone Financial | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2023 |
FAERX FAERX- Fidelity Advisor Overseas Fund Class M | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
SIUSX SIUSX- Guggenheim Investment Grade Bond Fund Class A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Index 500 Stock (MSA/Blackrock Advisors LLC) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Mid Cap Growth Stock (MSA/Wellington Management) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- High Yield Bond (MSA/Federated Invest. Mgmt. Co.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Small Cap Growth Stock (MSA/Wellington Management) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- U.S. Strategic Equity (Russell Invsts) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Small Cap Value (MSA/T Rowe Price) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- T Rowe Price Retirement 2050 Trust B | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
DDVIX DDVIX- Delaware Value Fd Cl I | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
PRILX PRILX- Parnassus Core Equity Fund-Institutional Shares | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
TRSSX TRSSX- T.Rowe Price Institutional Small-Cap Stock Fund | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- International Developed Markets (Russell Invsts) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
TRMCX TRMCX- T. Rowe Price Mid-Cap Value Fund Inc. | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Mid Cap Value (MSA/American Century) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- International Equity (MSA/Dodge and Cox) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- State Street S&P MidCap Index Non-Lending Series Fund Class M | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- Wells Fargo | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2023 |
- State Street S&P 500 Index Non-Lending Series Fund Class K | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2023 |
- United States Senate Federal Credit Union | $1,001 - $15,000 | Joint | None (or less than $201) | Dividends, Interest, | 2023 |
- Fidelity Investments IRA | Spouse | 2023 | |||
- Northwestern Mutual Life Ins. - Variable Ins. Policies | Spouse | 2023 | |||
- State Street Russell Small Cap Index Non-Lending Series Fund Class K | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- State Street Russell Small Cap Index Non-Lending Series Fund Class K | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FTBRX FTBRX- Fidelity Advisor Limited Term Bond Fund Class M | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- TCLFX - TIAA-CREF Lifecycle 2025 Retirement | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FAIGX FAIGX- Fidelity Advisor Balanced Fund Class M | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FEIRX FEIRX- Fidelity Advisor Equity Income Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Select Bond (MSA/Allspring Global Investments) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- QCBMIX - CREF Bond Market Account - R3 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FAGOX FAGOX- Fidelity Advisor Growth Opportunities Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
FAEGX FAEGX- Fidelity Advisor Equity Growth Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Mid Cap Growth Stock (MSA/Wellington Management) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Small Cap Growth Stock (MSA/Wellington Management) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- U.S. Strategic Equity (Russell Invsts) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- United States Senate Federal Credit Union | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Interest, | 2022 |
- TruStone Financial | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2022 |
FAERX FAERX- Fidelity Advisor Overseas Fund Class M | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
SIUSX SIUSX- Guggenheim Investment Grade Bond Fund Class A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Index 500 Stock (MSA/Blackrock Advisors LLC) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- High Yield Bond (MSA/Federated Invest. Mgmt. Co.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Small Cap Value (MSA/T Rowe Price) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Wells Fargo | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2022 |
- International Equity (MSA/Dodge and Cox) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- International Developed Markets (Russell Invsts) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Mid Cap Value (MSA/American Century) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2022 |
- Fidelity Investments IRA | Spouse | 2022 | |||
- Northwestern Mutual Life Ins. - Variable Ins. Policies | Spouse | 2022 | |||
- Vanguard(R) Small-Cap Index Fund-Institutional (401(k) Plan) | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Vanguard(R) Small-Cap Index Fund-Institutional (457(b) Plan) | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FAIGX FAIGX- Fidelity Advisor Balanced Fund Class M | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- TCLFX - TIAA-CREF Lifecycle 2025 Retirement | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FTBRX FTBRX- Fidelity Advisor Limited Term Bond Fund Class M | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- United States Senate Federal Credit Union | $50,001 - $100,000 | Joint | $201 - $1,000 | Dividends, Interest, | 2021 |
FEIRX FEIRX- Fidelity Advisor Equity Income Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FAEGX FAEGX- Fidelity Advisor Equity Growth Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Select Bond (MSA/Wells Capital Management Inc.) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FAGOX FAGOX- Fidelity Advisor Growth Opportunities Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- QCBMIX - CREF Bond Market Account - R3 | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Small Cap Growth Stock (MSA/Wellington Management) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- TruStone Financial | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2021 |
- Mid Cap Growth Stock (MSA/Wellington Management) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Index 500 Stock (MSA) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- High Yield Bond (MSA/Federated Invest. Mgmt. Co.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
FAERX FAERX- Fidelity Advisor Overseas Fund Class M | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Wells Fargo | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2021 |
- U.S. Strategic Equity (Russell Invsts) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
SIUSX SIUSX- Guggenheim Investment Grade Bond Fund Class A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
IWGAX IWGAX- Ivy Wilshire Global Allocation Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2021 |
- International Equity (MSA/Franklin Tmpl) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- International Developed Markets (Russell Invsts) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Small Cap Value (MSA/T Rowe Price) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Mid Cap Value (MSA/American Century) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2021 |
- Northwestern Mutual Life Ins. - Variable Ins. Policies | Spouse | 2021 | |||
- Personal IRA | Self | 2021 | |||
- Fidelity Investments IRA | Spouse | 2021 | |||
- Vanguard(R) Small-Cap Index Fund-Institutional (401(k) Plan) | $250,001 - $500,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TCLFX - TIAA-CREF Lifecycle 2025 Retirement | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Vanguard(R) Small-Cap Index Fund-Institutional (457(b) Plan) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FTBRX FTBRX- Fidelity Advisor Limited Term Bond Fund Class M | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Select Bond (MSA/Wells Capital Management Inc.) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FAIGX FAIGX- Fidelity Advisor Balanced Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FAGOX FAGOX- Fidelity Advisor Growth Opportunities Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FEIRX FEIRX- Fidelity Advisor Equity Income Fund Class M | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- U.S. Strategic Equity (Russell Invsts) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- TruStone Financial | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2020 |
- QCBMIX - CREF Bond Market Account - R3 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- United States Senate Federal Credit Union | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Interest, | 2020 |
FAERX FAERX- Fidelity Advisor Overseas Fund Class M | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
FAEGX FAEGX- Fidelity Advisor Equity Growth Fund Class M | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
SIUSX SIUSX- Guggenheim Investment Grade Bond Fund Class A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Index 500 Stock (MSA) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Mid Cap Growth Stock (MSA/Wellington Management) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- High Yield Bond (MSA/Federated Invest. Mgmt. Co.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Small Cap Growth Stock (MSA/Wellington Management) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- International Equity (MSA/Franklin Tmpl) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
IWGAX IWGAX- Ivy Wilshire Global Allocation Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Wells Fargo | $1,001 - $15,000 | Spouse | None (or less than $201) | None, | 2020 |
- International Developed Markets (Russell Invsts) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Mid Cap Value (MSA/American Century) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Small Cap Value (MSA/T Rowe Price) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2020 |
- Northwestern Mutual Life Ins. - Variable Ins. Policies | Spouse | 2020 | |||
- Fidelity Investments IRA | Spouse | 2020 | |||
- Personal IRA | Self | 2020 | |||
- TCLFX - TIAA-CREF Lifecycle 2025 Retirement | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FTBRX - Fidelity Adv Limited Term Bond | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Vanguard(R) Small-Cap Index Fund-Institutional (401(k) Plan) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Vanguard(R) Small-Cap Index Fund-Institutional (457(b) Plan) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FEIRX - Fidelity Adv Equity Income | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Select Bond (MSA/Wells Capital Management Inc.) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FAIGX - Fidelity Adv Balanced | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Index 500 Stock (MSA) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- QCBMIX - CREF Bond Market Account - R3 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- United States Senate Federal Credit Union | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, Interest, | 2019 |
- Wells Fargo | $15,001 - $50,000 | Spouse | None (or less than $201) | None, | 2019 |
- TruStone Financial | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2019 |
- FAGOX - Fidelity Adv Growth Opportunity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FAERX - Fidelity Adv Overseas | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- FAEGX - Fidelity Adv Equity Growth | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
SIUSX SIUSX- Guggenheim Investment Grade Bond Fund Class A | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- High Yield Bond (MSA/Federated Invest. Mgmt. Co.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Small Cap Growth Stock (MSA/Wellington Management) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- U.S. Strategic Equity (Russell Invsts) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
IWGAX IWGAX- Ivy Wilshire Global Allocation Fund Class A | $1,001 - $15,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Small Cap Value (MSA/T Rowe Price) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Mid Cap Value (MSA/American Century) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- International Equity (MSA/Franklin Tmpl) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Mid Cap Growth Stock (MSA/Wellington Management) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- International Developed Markets (Russell Invsts) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2019 |
- Personal IRA | Self | 2019 | |||
- Northwestern Mutual Life Ins. - Variable Ins. Policies | Spouse | 2019 | |||
- Fidelity Investments IRA | Spouse | 2019 | |||
- Vanguard(R) Small-Cap Index Fund-Institutional (457(b) Plan) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Vanguard(R) Small-Cap Index Fund-Institutional (401(k) Plan) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TCLFX - TIAA-CREF Lifecycle 2025 Retirement | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity Adv Limited Term Bond | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity Adv Equity Income | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity Adv Balanced | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- U.S. Strategic Equity (Russell Invsts) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity Adv Overseas | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity Adv Equity Growth | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Guggenheim Investments - Investment Grade Bond-C | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Small Cap Growth Stock (MSA/Wellington Management) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Select Bond (MSA/Wells Capital Management Inc.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Index 500 Stock (MSA) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- International Equity (MSA/Franklin Tmpl) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- QCBMIX - CREF Bond Market Account - R3 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- High Yield Bond (MSA/Federated Invest. Mgmt. Co.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- TruStone Financial | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2018 |
- United States Senate Federal Credit Union | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, Interest, | 2018 |
- Fidelity Adv Growth Opportunity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- UNASX-Waddell & Reed Asset Strategy A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, | 2018 |
- Wells Fargo | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2018 |
- Mid Cap Growth Stock (MSA/Wellington Management) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- International Developed Markets (Russell Invsts) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Small Cap Value (MSA/T Rowe Price) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Mid Cap Value (MSA/American Century) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2018 |
- Fidelity Investments IRA | Spouse | 2018 | |||
- Northwestern Mutual Life Ins. - Variable Ins. Policies | Spouse | 2018 | |||
- Personal IRA | Self | 2018 | |||
- Vanguard(R) Small-Cap Index Fund-Institutional (401(k) Plan) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Vanguard(R) Small-Cap Index Fund-Institutional (457(b) Plan) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity Adv Limited Term Bond | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- TCLFX - TIAA-CREF Lifecycle 2025 Retirement | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity Adv Balanced | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity Adv Equity Income | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Guggenheim Investments - Investment Grade Bond-C | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2017 |
- QCBMIX - CREF Bond Market Account - R3 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- United States Senate Federal Credit Union | $15,001 - $50,000 | Joint | $201 - $1,000 | Interest, | 2017 |
- TruStone Financial | $15,001 - $50,000 | Joint | $201 - $1,000 | Dividends, | 2017 |
- Select Bond (MSA/Wells Capital Management Inc.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Index 500 Stock (MSA) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- High Yield Bond (MSA/Federated Invest. Mgmt. Co.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Small Cap Growth Stock (MSA/Wellington Management) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Russell Multi-Style Equity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity Adv Growth Opportunity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity Adv Overseas | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity Adv Equity Growth | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Bank of America | $1,001 - $15,000 | Child | None (or less than $201) | Interest, | 2017 |
- Russell Non-US | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Wells Fargo | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2017 |
UNASX UNASX- Waddell & Reed Asset Strategy A | $1,001 - $15,000 | Self | None (or less than $201) | None, | 2017 |
- Mid Cap Growth Stock (MSA/William Blair and Co.) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Personal IRA | $1,001 - $15,000 | Self | Dividends, Capital Gains, Excepted Investment Fund, | 2017 | |
- International Equity (MSA/Franklin Tmpl) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Small Cap Value (MSA/T Rowe Price) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Mid Cap Value (MSA/American Century) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2017 |
- Fidelity Investments IRA | Spouse | 2017 | |||
- Fidelity Adv Limited Term Bond | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Vanguard(R) Small-Cap Index Fund-Institutional (401(k) Plan) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Adv Limited Term Bond | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Vanguard(R) Small-Cap Index Fund-Institutional (401(k) Plan) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Adv Balanced | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Adv Balanced | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TCLFX - TIAA-CREF Lifecycle 2025 Retirement | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Adv Equity Income | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Adv Equity Income | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Vanguard(R) Small-Cap Index Fund-Institutional (457(b) Plan) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- TCLFX - TIAA-CREF Lifecycle 2025 Retirement | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Vanguard(R) Small-Cap Index Fund-Institutional (457(b) Plan) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- QCBMIX - CREF Bond Market Account - R3 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- United States Senate Federal Credit Union | $15,001 - $50,000 | Joint | $201 - $1,000 | Interest, | 2016 |
- Wells Fargo | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2016 |
- TruStone Financial | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2016 |
- Select Bond (MSA/Wells Capital Management Inc.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Index 500 Stock (MSA) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- High Yield Bond (MSA/Federated Invest. Mgmt. Co.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Russell Multi-Style Equity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Adv Growth Opportunity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Adv Overseas | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Adv Equity Growth | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Guggenheim Investments - Investment Grade Bond-C | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- QCBMIX - CREF Bond Market Account - R3 | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- United States Senate Federal Credit Union | $15,001 - $50,000 | Joint | $201 - $1,000 | Interest, | 2016 |
- Wells Fargo | $15,001 - $50,000 | Spouse | None (or less than $201) | Interest, | 2016 |
- TruStone Financial | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2016 |
- Select Bond (MSA/Wells Capital Management Inc.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Index 500 Stock (MSA) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- High Yield Bond (MSA/Federated Invest. Mgmt. Co.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Russell Multi-Style Equity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Adv Growth Opportunity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Adv Overseas | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Adv Equity Growth | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Guggenheim Investments - Investment Grade Bond-C | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Personal IRA | $1,001 - $15,000 | Self | Dividends, Capital Gains, Excepted Investment Fund, | 2016 | |
- Mid Cap Growth Stock (MSA/William Blair and Co.) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Mid Cap Growth Stock (MSA/William Blair and Co.) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- UNASX - Waddell & Reed Asset Strategy A | $1,001 - $15,000 | Self | Dividends, Capital Gains, Excepted Investment Fund, | 2016 | |
- Small Cap Growth Stock (MSA/Wellington Management) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
UNASX UNASX- Waddell & Reed Asset Strategy A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, Excepted Investment Fund, | 2016 |
- International Equity (MSA/Franklin Tmpl) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Small Cap Growth Stock (MSA/Wellington Management) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- International Equity (MSA/Franklin Tmpl) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Russell Non-US | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Small Cap Value (MSA/T Rowe Price) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Bank of America | $1,001 - $15,000 | Child | None (or less than $201) | Interest, | 2016 |
- Mid Cap Value (MSA/American Century) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Small Cap Value (MSA/T Rowe Price) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Mid Cap Value (MSA/American Century) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Bank of America | $1,001 - $15,000 | Child | None (or less than $201) | Interest, | 2016 |
- Russell Non-US | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Minnesota College Savings Plan | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Minnesota College Savings Plan | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2016 |
- Fidelity Investments IRA | Spouse | 2016 | |||
- Fidelity Investments IRA | Spouse | 2016 | |||
- Vanguard Small Cap Growth Index Inst. (401(k) Plan) | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Fidelity Adv Limited Term Bond | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Vanguard Small Cap Growth Index Inst. (457(b) Plan) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Fidelity Adv Equity Income | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- T-C Lifecycle 2025-Inst (University System of MD Optional Retirement Plan) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Fidelity Adv Balanced | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- CREF Bond Market (The George Washington University Supplemental Retirement Plan) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Fidelity Adv Growth Opportunity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Fidelity Adv Overseas | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Fidelity Adv Equity Growth | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Guggenheim Investments - Investment Grade Bond-C | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TruStone Financial | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2015 |
- Select Bond (MSA/Wells Capital Management Inc.) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Index 500 Stock (MSA) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Russell Multi-Style Equity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Bond Index Fund (21.00% of Managed Allocation Age 18+) | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Bank of America | $1,001 - $15,000 | Child | None (or less than $201) | Interest, | 2015 |
- Mid Cap Growth Stock (MSA/William Blair and Co.) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- High Yield Bond (MSA/Federated Invest. Mgmt. Co.) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Small Cap Growth Stock (MSA/Wellington Management) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Russell Non-US | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Inflation-Linked Bond Fund (6.00% of Managed Allocation Age 18+) | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Life Funding Agreement (55% of Managed Allocation Age 18+) | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Equity Index Fund (9% of Managed Allocation Age 18+) | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2015 |
- United States Senate Federal Credit Union | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2015 |
- Waddell & Reed Advisors Asset Strategy A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, Excepted Investment Fund, | 2015 |
- Wells Fargo | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2015 |
- Small Cap Value (MSA/T Rowe Price) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Mid Cap Value (MSA/American Century) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- International Equity (MSA/Franklin Tmpl) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF High-Yield Fund (3.00% of Managed Allocation Age 18+) | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Real Estate Securities Fund (1.5% of Managed Allocation Age 18+) | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF International Equity Index Fund (3.60% of Managed Allocation Age 18+) | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2015 |
- TIAA-CREF Emerging Markets Equity Index Fund (.90% of Managed Allocation Age 18+) | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2015 |
- Fidelity Investments IRA | Spouse | 2015 | |||
- Minnesota College Savings Plan - Managed Allocation Age 18+ (Investment Option 2294) | Child | 2015 | |||
- Fidelity Adv Limited Term Bond | $100,001 - $250,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Vanguard Small Cap Growth Index Inst. (457(b) Plan) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Fidelity Adv Equity Income | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Fidelity Adv Balanced | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Vanguard Small Cap Growth Index Inst. (401(k) Plan) | $50,001 - $100,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Fidelity Adv Equity Growth | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- CREF Bond Market (The George Washington University Supplemental Retirement Plan) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Fidelity Adv Overseas | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Fidelity Adv Growth Opportunity | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Guggenheim Investments - Investment Grade Bond-C | $15,001 - $50,000 | Self | None (or less than $201) | Excepted Investment Fund, | 2014 |
- T-C Lifecycle 2025-Prem (University System of MD Optional Retirement Plan) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TruStone Financial | $15,001 - $50,000 | Joint | None (or less than $201) | Dividends, | 2014 |
- Select Bond (MSA) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Money Market Fund (30% of Managed Allocation Age 18+) | $15,001 - $50,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- High Yield Bond (MSA) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Small Cap Growth Stock (MSA/Wellington) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Russell Multi-Style Equity | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Russell Non-US | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Small Cap Value (MSA/T Rowe Price) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Mid Cap Value (MSA/Amer Century) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Short-Term Bond Fund (20% of Managed Allocation Age 18+) | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Bank of America | $1,001 - $15,000 | Child | None (or less than $201) | Interest, | 2014 |
- TIAA-CREF Money Market Fund (30% of Managed Allocation Age 18+) | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Equity Index Fund (9% of Managed Allocation Age 18+) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF International Equity Index Fund (3.75% of Managed Allocation Age 18+) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Bond Index Fund (26.25% of Managed Allocation Age 18+) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Inflation-Linked Bond Fund (8.75% of Managed Allocation Age 18+) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Short-Term Bond Fund (20% of Managed Allocation Age 18+) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Bond Index Fund (26.25% of Managed Allocation Age 18+) | $1,001 - $15,000 | Child | None (or less than $201) | Excepted Investment Fund, | 2014 |
- United States Senate Federal Credit Union | $1,001 - $15,000 | Joint | None (or less than $201) | Interest, | 2014 |
- Waddell & Reed Advisors Asset Strategy A | $1,001 - $15,000 | Self | $201 - $1,000 | Dividends, Capital Gains, Excepted Investment Fund, | 2014 |
- Wells Fargo | $1,001 - $15,000 | Spouse | None (or less than $201) | Interest, | 2014 |
- International Equity (MSA/Franklin Tmpl) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Index 500 Stock (MSA) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Mid Cap Growth Stock (MSA/Wm Blair Co.) | $1,001 - $15,000 | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Emerging Markets Equity Index Fund (.75% of Managed Allocation Age 18+) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Emerging Markets Equity Index Fund (.75% of Managed Allocation Age 18+) | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Inflation-Linked Bond Fund (8.75% of Managed Allocation Age 18+) | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF International Equity Index Fund (3.75% of Managed Allocation Age 18+) | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Equity Index Fund (9% of Managed Allocation Age 18+) | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Real Estate Securities Fund (1.5% of Managed Allocation Age 18+) | None (or less than $1,001) | Child | None (or less than $201) | Excepted Investment Fund, | 2014 |
- TIAA-CREF Real Estate Securities Fund (1.5% of Managed Allocation Age 18+) | None (or less than $1,001) | Spouse | None (or less than $201) | Excepted Investment Fund, | 2014 |
- Fidelity Investments IRA | Spouse | 2014 | |||
- Minnesota College Savings Plan - Managed Allocation Age 18+ (Investment Option 1838) | Child | 2014 | |||
- Minnesota College Savings Plan - Managed Allocation Age 18+ (Investment Option 1838) | Spouse | 2014 |
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