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
Amazon
Stock
$5,001 to $50,000
Amazon
Stock
$5,001 to $50,000
Booking Holdings Inc
Stock
$5,001 to $50,000
Dominion Energy
(D)
Stock
$5,001 to $50,000
Google/Alphabet
(GOOG)
Stock - Google
$5,001 to $50,000
Medtronic
(MDT)
Stock
$5,001 to $50,000
Nvidia
Stock - Nvidia,
$5,001 to $50,000
PayPal
Stock
$5,001 to $50,000
AMERICAN CAP WORLD GRW & INC A
Mutual Fund
$5,001 to $50,000
American Funds American Balanced Fund
Mutual Fund
$50,001 - $250,000
American Funds American Balanced Fund
Mutual Fund
$5,001 to $50,000
American Funds Capital Income Builder
Mutual Fund
$5,001 to $50,000
American New Perspective Fund
Mutual Fund
$5,001 to $50,000
American 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
Credit Suisse Commodity Return Strategy Fund
Mutual Fund
$5,001 to $50,000
Fidelity Strategic Income Fund
Mutual Fund
$5,001 to $50,000
Franklin Mutual U.S. Mid Cap Value Fund
Mutual Fund
$5,001 to $50,000
FTSE ALL WORLD EX USA ETF
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
Hartford MidCap Value Fund
Mutual Fund
$5,001 to $50,000
Hartford Strategic Income Fund
Mutual Fund
$5,001 to $50,000
Invesco International Dividend Achievers ETF
Mutual Fund
$5,001 to $50,000
iShares Core 1-5 Year USD Bond ETF
Mutual Fund
$5,001 to $50,000
iShares Core S&P Mid-Cap
Mutual Fund
$5,001 to $50,000
iShares Core S&P Small-Cap ETF
Mutual Fund
$5,001 to $50,000
iShares Core S&P US Growth ETF
Mutual Fund
$5,001 to $50,000
IShares IGOV
Mutual Fund
$5,001 to $50,000
iShares Russell 2000 ETF
Mutual Fund
$5,001 to $50,000
iShares S&P 500 Growth ETF
Mutual Fund
$5,001 to $50,000
iShares S&P 500 Value ETF
Mutual Fund
$5,001 to $50,000
iShares S&P Mid-Cap 400 Growth
Mutual Fund
$5,001 to $50,000
iShares S&P Small-Cap 600 Growth ETF
Mutual Fund
$5,001 to $50,000
iShares S&P Small-Cap 600 Growth ETF
Mutual Fund
$5,001 to $50,000
iShares S&P Small-Cap 600 Value ETF
Mutual Fund
$5,001 to $50,000
iShares Value ETF
Mutual Fund
$5,001 to $50,000
MacKay High Yield Corporate Bond Fund
Mutual Fund
$5,001 to $50,000
MFS Massachusetts Investors Trust
Mutual Fund
$5,001 to $50,000
MFS Research International Fund
Mutual Fund
$5,001 to $50,000
PUTNAM GROWTH OPPORTUNITIES A
Mutual Fund
$5,001 to $50,000
SMALL CAP ETF
Mutual Fund
$5,001 to $50,000
T. Rowe Price Equity Income Fund
Mutual Fund
$5,001 to $50,000
T. Rowe Price Large-Cap Growth Fund
Mutual Fund
$5,001 to $50,000
Vanguard Dividend Appreciation Index Fund ETF
Mutual Fund
$5,001 to $50,000
Vanguard Emerging Markets Stock Index Fund 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 INTER TERM DB ETF
Mutual Fund
$5,001 to $50,000
VANGUARD SHORT TERM BD ETF
Mutual Fund
$5,001 to $50,000
VANGUARD SMALL CAP 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