Jan 01, 2022 - Dec 31, 2022
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
Abbott Laboratories
Stock
$5,001 to $50,000
Adobe Systems Inc
Stock
$5,001 to $50,000
Air Products & Chemicals Inc
(APD)
Stock
$5,001 to $50,000
Alibaba
Stock
$5,001 to $50,000
Amazon
Stock
$5,001 to $50,000
Apple Inc
(AAPL)
Stock
$5,001 to $50,000
BillionToOne
(Pre IPO Venture )
Stock
$5,001 to $50,000
Canva
Stock
More than $250,000
Circumvent Pharmaceuticals
Stock
$5,001 to $50,000
Comcast
Stock
$5,001 to $50,000
Google/Alphabet
(GOOG)
Stock
$5,001 to $50,000
Lantern!
Stock
$5,001 to $50,000
McDonald's
Stock
$5,001 to $50,000
Medtronic
(MDT)
Stock
$5,001 to $50,000
Microsoft Corp
Stock
$5,001 to $50,000
Mitre Media
Stock
$50,001 - $250,000
Oolu
Stock
$5,001 to $50,000
Raytheon Co
Stock
$5,001 to $50,000
SalesForce.com Inc
Stock
$5,001 to $50,000
Sendbird
Stock
$50,001 - $250,000
SMC Corp
Stock
$5,001 to $50,000
Swipe Technologies
Stock
$5,001 to $50,000
Tencent
Stock
$5,001 to $50,000
Texas Instruments
(TXN)
Stock
$5,001 to $50,000
United Healthcare
Stock
$5,001 to $50,000
VISA USA Inc
Stock
$5,001 to $50,000
Acceleprise
(Venture Fund )
Bond
$5,001 to $50,000
Hampton Roads Sanitation District
(Municipal Bond )
Bond
$5,001 to $50,000
AB Global Bond Fund
Mutual Fund
$50,001 - $250,000
Allianzgi Water Fund
Mutual Fund
$5,001 to $50,000
American Funds Balanced
Mutual Fund
$5,001 to $50,000
Bank of Nova Scotia Leveraged Index Return Notes(4)
Mutual Fund
$50,001 - $250,000
Blackrock Health Sciences Opportunities
Mutual Fund
$5,001 to $50,000
Clearbridge Large Capital Growth
Mutual Fund
$50,001 - $250,000
Columbia Seligman Communications & Information Fund
Mutual Fund
$5,001 to $50,000
DFA Investment Grade Bond Fund
Mutual Fund
$5,001 to $50,000
First Trust NASDAQ Cybersecurity ETF
Mutual Fund
$50,001 - $250,000
First Trust Value Index ETF
Mutual Fund
$50,001 - $250,000
Invesco Developing Markets Fund
Mutual Fund
$5,001 to $50,000
iShares Gold Trust
Mutual Fund
$5,001 to $50,000
ishares PHLX Semiconductor ETF
Mutual Fund
$50,001 - $250,000
Janus Henderson Triton Fund
Mutual Fund
$5,001 to $50,000
JP Morgan Core Bond Fund
Mutual Fund
$50,001 - $250,000
Lord Abbett Short Duration Income Fund
Mutual Fund
$50,001 - $250,000
MFS International Intrinsic Value Fund
Mutual Fund
$50,001 - $250,000
PGIM Short Term Corporate Bond Fund
Mutual Fund
$50,001 - $250,000
PGIM Total Return Bond Fund
Mutual Fund
$50,001 - $250,000
PIMCO Income Fund
Mutual Fund
$5,001 to $50,000
PIMCO Total Return Fund
Mutual Fund
$50,001 - $250,000
USAA Bond Fund
Mutual Fund
$5,001 to $50,000
Vanguard Dividend Appreciation ETF
Mutual Fund
$50,001 - $250,000
Vanguard High Yield Tax Exempt Fund
Mutual Fund
$5,001 to $50,000
Vanguard Inflation Protected Securities Fund
Mutual Fund
$5,001 to $50,000
Vanguard Investment Grade Short Term Bond Fund
Mutual Fund
$50,001 - $250,000
Vanguard Total Market Index Fund
Mutual Fund
$5,001 to $50,000
Bond - Va Commonwealth Transportation
(Bond )
Other
$5,001 to $50,000
Bond - Va State Resource Authority
(Bond )
Other
$5,001 to $50,000