Jan 01, 2021 - Dec 31, 2021
Jan 01, 2020 - Dec 31, 2020
Jan 01, 2019 - Dec 31, 2019
Jan 01, 2018 - Dec 31, 2018
Jan 01, 2017 - Dec 31, 2017
May 01, 2016 - Dec 31, 2016
Nov 01, 2015 - Apr 30, 2016
May 01, 2015 - Oct 31, 2015
Dec 16, 2013 - Oct 31, 2014
Dec 16, 2012 - Dec 15, 2013
Dec 16, 2011 - Dec 15, 2012
Dec 16, 2010 - Dec 15, 2011
Dec 16, 2009 - Dec 15, 2010
Dec 16, 2008 - Dec 15, 2009
Dec 16, 2007 - Dec 15, 2008
Investment
Type
Value
Activision Blizzard
Stock - Activision
$5,001 to $50,000
Amazon
Stock
$5,001 to $50,000
Amgen Inc
Stock - Amgen
$5,001 to $50,000
Apple Inc
(AAPL)
Stock - Apple
$5,001 to $50,000
Berkshire Hathaway
Stock
$5,001 to $50,000
Costco Wholesale Club
(COST)
Stock - Costco
$5,001 to $50,000
Facebook/Meta
Stock - Facebook
$5,001 to $50,000
Google/Alphabet
(GOOG)
Stock - Google
$5,001 to $50,000
HubSpot
Stock
$5,001 to $50,000
Markel Corp
Stock - Markel
$5,001 to $50,000
Markel Corp
Stock - Markel
$5,001 to $50,000
Mercadolibre
Stock
$5,001 to $50,000
Netflix Inc
Stock - Netflix
$5,001 to $50,000
Nike Inc
Stock - Nike
$5,001 to $50,000
PayPal
Stock
$5,001 to $50,000
ServiceNow Inc
Stock - ServiceNow
$5,001 to $50,000
Teladoc Health
Stock - Teladoc
$5,001 to $50,000
Tesla Motors
Stock - Tesla
$5,001 to $50,000
WalMart Stores Inc
(WMT)
Stock - Walmart
$5,001 to $50,000
Walt Disney Co
Stock - Disney
$5,001 to $50,000
Health Care Select Sector SPDR Fund
Mutual Fund
$5,001 to $50,000
iShares Biotechnology
Mutual Fund
$5,001 to $50,000
iShares Russell Midcap ETF
Mutual Fund
$5,001 to $50,000
iShares S&P Value ETF
Mutual Fund
$5,001 to $50,000
Merrill Lynch college savings fund
Mutual Fund
$50,001 - $250,000
Nuveen Barclays Municipal Bond
Mutual Fund
$5,001 to $50,000
Schwab US Broad Market ETF
Mutual Fund
$5,001 to $50,000
Suro Capital
Mutual Fund
$5,001 to $50,000
Vanguard Developed Markets ETF
Mutual Fund
$5,001 to $50,000
Vanguard Emerging Markets ETF
Mutual Fund
$5,001 to $50,000
Vanguard Prime
Mutual Fund
$5,001 to $50,000
Vanguard Small Cap ETF
Mutual Fund
$5,001 to $50,000
Verizon 401(K) Fidelity Emerging Markets
Mutual Fund
$50,001 - $250,000
Verizon 401(K) Fidelity International Company Index
Mutual Fund
$50,001 - $250,000
Verizon 401(K) Fidelity REIT Fund
Mutual Fund
$5,001 to $50,000
Verizon 401(K) Fidelity Retirement Income & Investment Fund
Mutual Fund
$5,001 to $50,000
Verizon 401(K) Fidelity Small Cap Equity Index
Mutual Fund
$5,001 to $50,000
Verizon 401(K) Fidelity U.S. Core Bond Fund
Mutual Fund
$50,001 - $250,000
Verizon 401(K) Fidelity U.S. Large Company Index
Mutual Fund
$50,001 - $250,000
Verizon 401(K) Fidelity U.S. Small Company Index
Mutual Fund
$5,001 to $50,000
Thrift Savings Plan
Other
More than $250,000