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
Investment
Type
Value
Dominion Energy
(D)
Stock
$5,001 to $50,000
American Funds Capital Income Builder
Mutual Fund
$5,001 to $50,000
American Funds New Perspective Fund
Mutual Fund
$5,001 to $50,000
American Funds New World Fund
Mutual Fund
$5,001 to $50,000
Baron Small Cap Fund
Mutual Fund
$5,001 to $50,000
Columbia Acorn Fund
Mutual Fund
$5,001 to $50,000
Fidelity Advisor Strategic Income Fund
Mutual Fund
$5,001 to $50,000
Harbor Capital Appreciation Fund
Mutual Fund
$5,001 to $50,000
Hartford Core Equity Fund
Mutual Fund
$5,001 to $50,000
iShares Core S&P Mid Cap ETF
Mutual Fund
$5,001 to $50,000
iShares MSCI EAFE Value Index
Mutual Fund
$5,001 to $50,000
iShares Russell 1000 Value Index (ETF)
Mutual Fund
$5,001 to $50,000
iShares Russell 3000 Growth Index
Mutual Fund
$5,001 to $50,000
iShares S&P 500 Growth Index (ETF)
Mutual Fund
$5,001 to $50,000
iShares S&P 500 Value Index (ETF)
Mutual Fund
$5,001 to $50,000
iShares S&P/Citigroup Intl Trsry Bond
Mutual Fund
$5,001 to $50,000
iShares S&P SmallCap 600 Index
Mutual Fund
$5,001 to $50,000
MainStay MacKay High Yield Corporate Bond Fund
Mutual Fund
$5,001 to $50,000
MFS Massachusetts Investors Tr R6
Mutual Fund
$5,001 to $50,000
MFS Research International Fund
Mutual Fund
$5,001 to $50,000
PowerShares Intl. Dividend Achiev. (ETF)
Mutual Fund
$5,001 to $50,000
redit Suisse Commodity Return Strategy Fund
Mutual Fund
$5,001 to $50,000
Treasury Bond Futures Total
Mutual Fund
$5,001 to $50,000
T. Rowe Price Equity Income Fund
Mutual Fund
$5,001 to $50,000
T. Rowe Price Institutional Large Cap Growth Fund
Mutual Fund
$5,001 to $50,000
VANGUARD Bd Ix/VANGUARD SHORT TERM
Mutual Fund
$5,001 to $50,000
Vanguard Dividend Appreciation ETF
Mutual Fund
$5,001 to $50,000
Vanguard Emerging Markets Stock Index Fd
Mutual Fund
$5,001 to $50,000
Vanguard Extended Market ETF
Mutual Fund
$5,001 to $50,000
Vanguard FTSE All Wd Ex US Small Cap ETF
Mutual Fund
$5,001 to $50,000
Vanguard FTSE All-World ex-US ETF
Mutual Fund
$5,001 to $50,000
Vanguard FTSE All-World ex-US ETF
Mutual Fund
$5,001 to $50,000
Vanguard FTSE All-World ex-US ETF
Mutual Fund
$5,001 to $50,000
Vanguard High Dividend Yield ETF
Mutual Fund
$5,001 to $50,000
Vanguard Intermediate-Term Bond ETF
Mutual Fund
$5,001 to $50,000
Vanguard Small-Cap Value ETF
Mutual Fund
$5,001 to $50,000
Vanguard Value ETF
Mutual Fund
$5,001 to $50,000
UK
Other
$5,001 to $50,000
UT
Other
$5,001 to $50,000
VB
Other
$5,001 to $50,000