Jan 01, 2022 - Dec 31, 2022
Jan 01, 2021 - Dec 31, 2021
Jan 01, 2020 - Dec 31, 2020
Jan 01, 2019 - Dec 31, 2019
Jun 01, 2018 - May 30, 2019
Investment
Type
Value
Apple Inc
(AAPL)
(Joint Account - Value $31,993 )
Stock
$5,001 to $50,000
Philip Morris International
(Joint Account - Value $21,000 )
Stock
$5,001 to $50,000
Skyworks Solutions
(Joint Account - Value $16,410 )
Stock
$5,001 to $50,000
American Funds EuroPacific Growth Fund
(Matthew Coyner; Value: $12,598 )
Mutual Fund
$5,001 to $50,000
BRANDES INTERNATIONAL
(Matthew Coyner; Value: $6,500 )
Mutual Fund
$5,001 to $50,000
BRANDES INTERNATIONAL
(Rudy Coyner & Associates Corporate Account; Value: $6,406 )
Mutual Fund
$5,001 to $50,000
DELAWARE SMALL CAP C
(Matthew Coyner; Value $6,700 )
Mutual Fund
$5,001 to $50,000
DELAWARE SMALL CAP C
(Matthew Coyner; Value: $5,483 )
Mutual Fund
$5,001 to $50,000
EUROPACIFIC GROWTH FUND
(Rudy Coyner & Associates Corporate Account; Value: $6,335 )
Mutual Fund
$5,001 to $50,000
Federated Institutional High Yield Bond Fund
(Rudy Coyner & Associates Corporate Account; Value: $7,642 )
Mutual Fund
$5,001 to $50,000
GROWTH FD AMER COM
(Joint Account - Value $$25,491 )
Mutual Fund
$5,001 to $50,000
Hancock Disciplined Value Mid Cap
(Rudy Coyner & Associates Corporate Account; Value: $7,749 )
Mutual Fund
$5,001 to $50,000
HARDING LOEVNER INST
(Rudy Coyner & Associates Corporate Account; Value: $6,403 )
Mutual Fund
$5,001 to $50,000
ISHARES CORE MSCI EM
(Value: $7,260 )
Mutual Fund
$5,001 to $50,000
ISHARES CORE MSCI TO
(Value: $10,442 )
Mutual Fund
$5,001 to $50,000
ISHARES IBOXX IG COR
(Rudy Coyner & Associates Corporate Account; Value: $12,368 )
Mutual Fund
$5,001 to $50,000
ISHARES SHORT MATURITY
(Rudy Coyner & Associates Corporate Account; Value: $19,928 )
Mutual Fund
$5,001 to $50,000
ISHARES SHORT MATURITY
(Joint Account - Value $7,971 )
Mutual Fund
$5,001 to $50,000
JANUS INVT FD GRWTH
(Matthew Coyner; Value: $41,223 )
Mutual Fund
$5,001 to $50,000
JANUS INVT FD GRWTH
(Rudy Coyner & Associates Corporate Account; Value: $18,180 )
Mutual Fund
$5,001 to $50,000
John Hancock Funds Disciplined Value Mid Cap Fund
(Matthew Coyner: Value: $12,251 )
Mutual Fund
$5,001 to $50,000
JOHN HANCOCK FUNDS II
(Matthew Coyner - Value $8,989 )
Mutual Fund
$5,001 to $50,000
Metropolitan West Total Return Bond Fund
(Rudy Coyner & Associates Corporate Account; Value: $16,298 )
Mutual Fund
$5,001 to $50,000
MFS BLENDED RESEARCH
(Matthew Coyner; Value: $15,701 )
Mutual Fund
$5,001 to $50,000
MFS BLENDED RESEARCH
(Rudy Coyner & Associates Corporate Account; Value: $16,350 )
Mutual Fund
$5,001 to $50,000
MFS RESEARCH INTERNATIONAL
(Rudy Coyner & Associates Corporate Account; Value $6,096 )
Mutual Fund
$5,001 to $50,000
OTTER CREEK LONG/SHO
(Rudy Coyner & Associates Corporate Account; Value: $5,000 )
Mutual Fund
$5,001 to $50,000
PNC MULTIPLE FACTOR
(Matthew Coyner; Value: $5,124 )
Mutual Fund
$5,001 to $50,000
PRINCIPAL MID CAP FUND
(Rudy Coyner & Associates Corporate Account; Value: $7,946 )
Mutual Fund
$5,001 to $50,000
PRINCIPAL MID CAP FUND
(Matthew Coyner; Value: $9,409 )
Mutual Fund
$5,001 to $50,000
Schwab Treasury Obligations Money Fund
(Rudy Coyner & Associates Corporate Account; Value: $34,000 )
Mutual Fund
$5,001 to $50,000
SCHWAB US BROAD MARK EFT
(Value $6,781 )
Mutual Fund
$5,001 to $50,000
SCHWAB US LARGE CAP
(Value: $30,256 )
Mutual Fund
$5,001 to $50,000
SCHWAB US MID CAP ET
(Value: $8,251 )
Mutual Fund
$5,001 to $50,000
SCWAB US LARGE CAP
(Rudy Coyner & Associates Corporate Account; Value $19,093 )
Mutual Fund
$5,001 to $50,000
Segall Bryant and Ha
(Joint Account - Value $6,017 )
Mutual Fund
$5,001 to $50,000
Segall Bryant & Hamill Plus Bond Fund
(Rudy Coyner & Associates Corporate Account; Value: $16,110 )
Mutual Fund
$5,001 to $50,000
Stone Ridge High YIE
(Joint Account - Value $6,281 )
Mutual Fund
$5,001 to $50,000
Stone Ridge High Yield Reinsurance Risk
(Rudy Coyner & Associates Corporate Account; Value $9,527 )
Mutual Fund
$5,001 to $50,000
Templeton Global Bond Fund
(Rudy Coyner & Associates Corporate Account; Value $7,752 )
Mutual Fund
$5,001 to $50,000
VAN ECK EMERGING MARKETS
(Rudy Coyner & Associates Corporate Account; Value: $6,611 )
Mutual Fund
$5,001 to $50,000