—
Net Worth Est.
$2.17MTrade volume
$0Total trades
-----Last Traded
----Bank Accounts, Money Market Accounts and CDs
$846.01K
Exchange Traded Funds (ETF)
$561.52K
Government Securities and Agency Debt
$375K
Mutual Funds
$312.51K
Defined Benefit Pension
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Baird After-tax holdings ⇒ VUSXX Vanguard Treasury Money Market [GS]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Baird After-tax holdings ⇒ VUSXX Vanguard Treasury Money Market [GS]Government Securities and Agency Debt | $250,001 - $500,000 | $5,001 - $15,000 | Interest | 2023 | |
- GS Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $2,501 - $5,000 | Interest | 2023 |
- Baird After-tax holdings ⇒ Eleanor Barr Trust [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1,001 - $2,500 | Dividends, Interest | 2023 | |
- VUSXX Vanguard Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $5,001 - $15,000 | Interest | 2023 |
- Baird After-tax holdings ⇒ Mary Clay Barr Trust [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1,001 - $2,500 | Dividends, Interest | 2023 | |
- Eleanor Barr 529 ⇒ The Growth Fund of America 529A [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
- Baird After-tax holdings ⇒ Vanguard Intermed. term tax bonds ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | 2023 | |||
- Baird After-tax holdings ⇒ SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends, Interest | 2023 | |
IJH NW Mutual ⇒ iShares Core S&P Mid-Cap ETF (IJH) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2023 | |
- Baird After-tax holdings ⇒ SPDR S&P MidCap 400 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2023 | |
- Baird After-tax holdings ⇒ Vanguard Russell 1000 Growth Index FD ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends, Interest | 2023 | |
- Baird After-tax holdings ⇒ Vanguard Treasury Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2023 | |
SPY NW Mutual ⇒ SPDR S&P 500 (SPY) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2023 | |
- NW Mutual ⇒ SPDR SER TR Nuveen BLMBRG ST MBF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2023 | |
- Baird After-tax holdings ⇒ Virtus Equity & Conv Inc Fund [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Dividends, Interest | 2023 | |
- NW Mutual ⇒ SPDR Trust SPDR S&P 500 Value ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2023 | |
- Baird After-tax holdings ⇒ First Trust Cap Strength [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2023 | |
- Baird After-tax holdings ⇒ Baird Money Market and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
JBGAX John Hancock IRA ⇒ John Hancock Funds II Blue Chip Growth Fund Class A (JBGAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
JLKAX John Hancock IRA ⇒ John Hancock Funds II Multimanager 2050 Lifetime Portfolio Class A (JLKAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Baird After-tax holdings ⇒ SPDR Portfolio S&P 600 Small Cap ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends, Interest | 2023 | |
- KY Employees Retirement System [DB]Defined Benefit Pension | $15,001 - $50,000 | 2023 | |||
- Live Oak CD [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $201 - $1,000 | Interest | 2023 |
- Mary Clay Barr 529 ⇒ The Growth Fund of America 529A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Mary Clay Barr 529 ⇒ New Perspective Fund 529A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Wells Fargo Advisors ⇒ iShares Micro Cap IWC [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- 5th 3rd Bank Acct [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2023 | ||
VFIAX TLS Targeted 2050 ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
VINEX TLS Targeted 2050 ⇒ Vanguard International Explorer Fund (VINEX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Wells Fargo Advisors ⇒ ARK Innovative ARKK [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Wells Fargo Advisors ⇒ Energy Select Sector SPDR Fund XLE [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Wells Fargo Advisors ⇒ First Trust DJ Internet Index Fund FDN [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Wells Fargo Advisors ⇒ First Trust NASDQ Bank FTXO ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Wells Fargo Advisors ⇒ First Trust NYSE Arca BIO Index Fund FBT [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
VVIAX TLS Targeted 2050 ⇒ Vanguard Value Index Fd Admiral Shs (VVIAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Wells Fargo Advisors ⇒ iShares Russell Mid Cap Value IWS ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Chase Checkings/Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2023 |
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- Garland Barr IRA ⇒ Cash (HSBC Bank USA) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
JDIBX John Hancock IRA ⇒ John Hancock Disciplined Value International Fund Class A (JDIBX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
KEY KeyCorp (KEY) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
IJR NW Mutual ⇒ iShares Core S&P Small-Cap ETF (IJR) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2023 | |
- NW Mutual ⇒ iShares Inc Msci Eurzone ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2023 | |
- NW Mutual ⇒ iShares Inc MSCI Frontier [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends, Interest | 2023 | |
- NW Mutual ⇒ Ishares TR National MUN ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends, Interest | 2023 | |
- NW Mutual ⇒ NW Mutual Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- NW Mutual ⇒ SPDR SER TR Nuveen BRC MUNIC [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends, Interest | 2023 | |
- NW Mutual 65 Life Supplemental [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- NW Mutual 90 Whole Life [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
PFE Pfizer, Inc. (PFE) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
BXMT TIAA Brokerage Account ⇒ Blackstone Mortgage Trust, Inc. Common Stock (BXMT) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
QQQ TIAA Brokerage Account ⇒ Invesco QQQ Trust, Series 1 (QQQ) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
DIA TIAA Brokerage Account ⇒ SPDR Dow Jones Industrial Average ETF (DIA) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
SPY TIAA Brokerage Account ⇒ SPDR S&P 500 (SPY) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
BND TIAA Brokerage Account ⇒ Vanguard Total Bond Market ETF (BND) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Wells Fargo Advisors ⇒ First Trust Small Cap Growth AlphaDex FYC [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Wells Fargo Advisors ⇒ Invesco Senior Loan BKLN [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Wells Fargo Advisors ⇒ iShares 0-5 TIPS Bond STIP ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Wells Fargo Advisors ⇒ iShares Core S&P 500 IVV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Wells Fargo Advisors ⇒ iShares Russell Mod-Cap Growth IWP [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Wells Fargo Advisors ⇒ iShares TIP Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- Wells Fargo Advisors ⇒ SPDR S&P Metals & Mining XME ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2023 | |
- NW Mutual 65 Life [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2023 | |||
- Forcht Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
VMVAX TLS Targeted 2050 ⇒ Vanguard Mid-Cap Value Index Fd Admiral (VMVAX) [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
CEKYX TLS Targeted 2050 ⇒ Columbia Emerging Markets Fund Class I3 (CEKYX) [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
ALMIX TLS Targeted 2050 ⇒ Invesco Short Duration Inflation Protected Fund Cl R5 (ALMIX) [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
VSMAX TLS Targeted 2050 ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX) [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
- TIAA Brokerage Account ⇒ TIAA Brokerage Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
VIMAX TLS Targeted 2050 ⇒ Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) [MF]Mutual Funds | $1 - $1,000 | SP | Tax-Deferred | 2023 | |
- Baird After-tax holdings ⇒ Eleanor Barr Trust [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1,001 - $2,500 | Dividends, Interest | 2022 | |
- Baird After-tax holdings ⇒ Mary Clay Barr Trust [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1,001 - $2,500 | Dividends, Interest | 2022 | |
- Eleanor Barr 529 ⇒ The Growth Fund of America 529A [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Garland Barr IRA ⇒ iShares Russell 1000 Value ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Garland Barr IRA ⇒ iShares Russell 1000 Growth ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Baird After-tax holdings ⇒ Vanguard Intermed. term tax bonds ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | 2022 | |||
- Garland Barr IRA ⇒ iShares MSCI EAFE ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
- Baird After-tax holdings ⇒ SPDR S&P 500 ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $1,001 - $2,500 | Dividends, Interest | 2022 | |
- Garland Barr IRA ⇒ iShares Russell mid cap ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Baird After-tax holdings ⇒ Baird Money Market and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- Baird After-tax holdings ⇒ First Trust Cap Strength [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2022 | |
- Baird After-tax holdings ⇒ SPDR Portfolio S&P 600 Small Cap ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends, Interest | 2022 | |
- Baird After-tax holdings ⇒ SPDR S&P MidCap 400 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2022 | |
- Baird After-tax holdings ⇒ Vanguard Russell 1000 Growth Index FD ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends, Interest | 2022 | |
- Baird After-tax holdings ⇒ Vanguard Treasury Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2022 | |
- Baird After-tax holdings ⇒ Virtus Equity & Conv Inc Fund [MF]Mutual Funds | $15,001 - $50,000 | $1,001 - $2,500 | Dividends, Interest | 2022 | |
- Garland Barr IRA ⇒ ISHARES Russell 2000 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- KY Employees Retirement System [DB]Defined Benefit Pension | $15,001 - $50,000 | 2022 | |||
- Garland Barr IRA ⇒ Vanguard FTSE ALL WORLD EX US ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Mary Clay Barr 529 ⇒ New Perspective Fund 529A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Mary Clay Barr 529 ⇒ The Growth Fund of America 529A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
IJH NW Mutual ⇒ iShares Core S&P Mid-Cap ETF (IJH) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2022 | |
SPY NW Mutual ⇒ SPDR S&P 500 (SPY) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2022 | |
- NW Mutual ⇒ SPDR SER TR Nuveen BLMBRG ST MBF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2022 | |
- NW Mutual ⇒ SPDR Trust SPDR S&P 500 Value ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends, Interest | 2022 | |
- Wells Fargo Advisors ⇒ SPDR S&P Metals & Mining XME ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
IJR NW Mutual ⇒ iShares Core S&P Small-Cap ETF (IJR) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2022 | |
- NW Mutual ⇒ iShares Inc Msci Eurzone ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends, Interest | 2022 | |
- NW Mutual ⇒ iShares Inc MSCI Frontier [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends, Interest | 2022 | |
- NW Mutual ⇒ Ishares TR National MUN ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends, Interest | 2022 | |
- NW Mutual ⇒ NW Mutual Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
- Wells Fargo Advisors ⇒ Invesco Senior Loan BKLN [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Wells Fargo Advisors ⇒ iShares 0-5 TIPS Bond STIP ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- NW Mutual ⇒ SPDR SER TR Nuveen BRC MUNIC [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends, Interest | 2022 | |
- Wells Fargo Advisors ⇒ iShares Core S&P 500 IVV [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- NW Mutual 65 Life [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
- NW Mutual 65 Life Supplemental [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
- NW Mutual 90 Whole Life [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2022 | |||
PFE Pfizer, Inc. (PFE) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2022 | |
- Wells Fargo Advisors ⇒ ARK Innovative ARKK [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Wells Fargo Advisors ⇒ Energy Select Sector SPDR Fund XLE [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Wells Fargo Advisors ⇒ First Trust DJ Internet Index Fund FDN [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Wells Fargo Advisors ⇒ First Trust NASDQ Bank FTXO ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Wells Fargo Advisors ⇒ First Trust NYSE Arca BIO Index Fund FBT [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Garland Barr IRA ⇒ Cash (HSBC Bank USA) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Forcht Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
- Wells Fargo Advisors ⇒ First Trust Small Cap Growth AlphaDex FYC [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Wells Fargo Advisors ⇒ iShares Micro Cap IWC [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Wells Fargo Advisors ⇒ iShares Russell Mid Cap Value IWS ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
KEY KeyCorp (KEY) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2022 | |
- Wells Fargo Advisors ⇒ iShares Russell Mod-Cap Growth IWP [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Wells Fargo Advisors ⇒ iShares TIP Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2022 | |
- Baird After-tax holdings ⇒ iShares Russell 1000 Growth ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | 2021 | |||
- Baird After-tax holdings ⇒ iShares Russell 1000 Value ETF [EF]Exchange Traded Funds (ETF) | $100,001 - $250,000 | 2021 | |||
- Baird After-tax holdings ⇒ Chautauqua Global Growth Fund CCGIX [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains | 2021 | |
- Baird After-tax holdings ⇒ Vanguard FTSE ALL WORLD EX US ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | 2021 | |||
- Baird After-tax holdings ⇒ ishares Russell mid cap ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | 2021 | |||
- Baird After-tax holdings ⇒ Vanguard Intermed. term tax bonds ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | 2021 | |||
- Eleanor Barr 529 ⇒ The Growth Fund of America 529A [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Garland Barr IRA ⇒ iShares Russell 1000 Value ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Garland Barr IRA ⇒ iShares Russell 1000 Growth ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Baird After-tax holdings ⇒ Baird Sm/Mid Cap Growth Fund BSGIX [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | $2,501 - $5,000 | Capital Gains | 2021 | |
- Garland Barr IRA ⇒ iShares MSCI EAFE ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Baird After-tax holdings ⇒ iShares MSCI EAFE ETF [EF]Exchange Traded Funds (ETF) | $50,001 - $100,000 | 2021 | |||
- Baird After-tax holdings ⇒ Vanguard FTSE Developed Market ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains | 2021 | |
- KY Employees Retirement System [DB]Defined Benefit Pension | $15,001 - $50,000 | 2021 | |||
SPYV SPDR Series Trust SPDR Portfolio S&P 500 Value ETF (SPYV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2021 | |
- Vanguard Growth [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Baird After-tax holdings ⇒ Baird Core Intermed. Mun bond instl CL BNMIX [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains | 2021 | |
- Baird After-tax holdings ⇒ Baird Money Market and Savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
- Baird After-tax holdings ⇒ Eleanor Barr Trust [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
- Baird After-tax holdings ⇒ IShares Russell 2000 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | 2021 | |||
- Baird After-tax holdings ⇒ iShares S&P Core Small Cap ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains | 2021 | |
- Baird After-tax holdings ⇒ Mary Clay Barr Trust [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
- Baird After-tax holdings ⇒ MFS Intl Intrinsic Value CL I MINIX [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains | 2021 | |
- Baird After-tax holdings ⇒ Principal Mid Cap Instl CL PCBIX [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains | 2021 | |
- Baird After-tax holdings ⇒ SPDR Portfolio Short Term Corp Bond ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | 2021 | |||
- Garland Barr IRA ⇒ IShares Russell 2000 ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Garland Barr IRA ⇒ iShares Russell mid cap ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Garland Barr IRA ⇒ Vanguard FTSE ALL WORLD EX US ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Mary Clay Barr 529 ⇒ New Perspective Fund 529A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Mary Clay Barr 529 ⇒ The Growth Fund of America 529A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
SPY SPDR S&P 500 (SPY) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2021 | |
SHM SPDR SER TR Nuveen BLMBRG SR (SHM) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2021 | |
IJH iShares Core S&P Mid-Cap ETF (IJH) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1 - $200 | Dividends | 2021 | |
- iShares Inc MSCI Frontier [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2021 | |
- Ishares TR National MUN ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
KEY KeyCorp (KEY) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2021 | |
- SPDR SER TR Nuveen BRC MUNIC [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- NW Mutual Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
PFE Pfizer, Inc. (PFE) [ST]Stocks | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2021 | |
- Garland Barr IRA ⇒ Cash (HSBC Bank USA) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Forcht Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
- Fifth Third Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
- NW Mutual 65 Life [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
- NW Mutual 65 Life Supplemental [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
- NW Mutual 90 Whole Life [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2021 | |||
IJR iShares Core S&P Small-Cap ETF (IJR) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- iShares Inc Msci Eurzone ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Dividends | 2021 | |
- Fidelity Targeted 2045 [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
- Fidelity Targeted 2045 [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
- Baird After-tax holdings ⇒ Chautauqua Global Growth Fund CCGIX [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2020 | |
- Baird After-tax holdings ⇒ Baird Mid Cap Fund BMDIX [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2020 | |
- Baird After-tax holdings ⇒ Baird Sm/Mid Cap Growth Fund BSGIX [MF]Mutual Funds | $50,001 - $100,000 | $1,001 - $2,500 | Dividends | 2020 | |
- Eleanor Barr 529 ⇒ The Growth Fund of America 529A [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
- Baird After-tax holdings ⇒ Principal Mid Cap Instl CL PCBIX [MF]Mutual Funds | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2020 | |
- Baird After-tax holdings ⇒ Vanguard intermed. term tax bonds VWIUX [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Interest | 2020 | |
- Baird After-tax holdings ⇒ Baird Core Intermed. mun bond instl Cl BNMIX [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Interest | 2020 | |
SPY SPDR S&P 500 (SPY) [MF]Mutual Funds | $15,001 - $50,000 | $1 - $200 | Dividends | 2020 | |
EFV Baird After-tax holdings ⇒ iShares MSCI EAFE Value ETF (EFV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1 - $200 | Dividends | 2020 | |
- Baird After-tax holdings ⇒ ishares Russell mid cap ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1 - $200 | Dividends | 2020 | |
- Baird After-tax holdings ⇒ iShares S&P Core Small Cap ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | $1 - $200 | Dividends | 2020 | |
- Baird After-tax holdings ⇒ MFS Intl Intrinsic Value CL I MINIX [MF]Mutual Funds | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 2020 | |
- Eleanor Barr Trust ⇒ Eleanor Barr Trust [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- Garland Barr IRA ⇒ Baird Mid Cap Fund BMDIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Garland Barr IRA ⇒ Baird Sm/Mid Cap Growth Fund BSGIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Garland Barr IRA ⇒ Chautauqua Global Growth Fund CCGIX [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
IJH iShares Core S&P Mid-Cap ETF (IJH) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Dividends | 2020 | ||
- KY Employees Retirement System [DB]Defined Benefit Pension | $15,001 - $50,000 | 2020 | |||
- Mary Clay Barr 529 ⇒ New Perspective Fund 529A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Mary Clay Barr 529 ⇒ The Growth Fund of America 529A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
- Mary Clay Barr Trust ⇒ Mary Clay Barr Trust [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
SHM SPDR SER TR Nuveen BLMBRG SR (SHM) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Dividends | 2020 | ||
SPYV SPDR Series Trust SPDR Portfolio S&P 500 Value ETF (SPYV) [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Dividends | 2020 | ||
- Vanguard FTSE Developed Market ETF [EF]Exchange Traded Funds (ETF) | $15,001 - $50,000 | Dividends | 2020 | ||
- Vanguard Growth [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2020 | ||
KEY KeyCorp (KEY) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
PFE Pfizer, Inc. (PFE) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
PFE Pfizer, Inc. (PFE) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- iShares Inc MSCI Frontier [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Dividends | 2020 | ||
- Baird After-tax holdings ⇒ WCM Focused Intl Growth WCMIX [MF]Mutual Funds | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 2020 | |
- SPDR SER TR Nuveen BRC MUNIC [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Dividends | 2020 | ||
- Baird After-tax holdings ⇒ iShares TIPS Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
IAU Baird After-tax holdings ⇒ iShares Gold Trust Shares of the iShares Gold Trust (IAU) [MF]Mutual Funds | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 | |
- NW Mutual 65 Life [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
- NW Mutual 65 Life Supplemental [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
- Garland Barr IRA ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- NW Mutual 90 Whole Life [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2020 | |||
- NW Mutual Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Interest | 2020 | ||
IJR iShares Core S&P Small-Cap ETF (IJR) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Dividends | 2020 | ||
- iShares Inc Msci Eurzone ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Dividends | 2020 | ||
- Ishares TR National MUN ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Dividends | 2020 | ||
KEY KeyCorp (KEY) [ST]Stocks | $1,001 - $15,000 | $1 - $200 | Dividends | 2020 |
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