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
Investment
Type
Value
Adobe Systems Inc
Stock
$50,001 - $250,000
Amazon
Stock
More than $250,000
Apple Inc
(AAPL)
Stock
More than $250,000
Arbor Realty Trust
Stock
$5,001 to $50,000
AT&T
(T)
Stock
$5,001 to $50,000
Azul SA
Stock
$5,001 to $50,000
Blackrock
Stock
$5,001 to $50,000
Blackstone Capital
Stock
$50,001 - $250,000
Canadian National Railway
Stock
$5,001 to $50,000
Chain Bridge Bank
Stock
$5,001 to $50,000
Charter Communications
Stock
$5,001 to $50,000
Costco Wholesale Club
(COST)
Stock
$50,001 - $250,000
Digital Bridge Group, Inc.
Stock
$5,001 to $50,000
Digital Realty Trust
(DLR)
Stock
$5,001 to $50,000
Docusign
Stock
$5,001 to $50,000
Google/Alphabet
(GOOG)
Stock
$50,001 - $250,000
Home Depot
Stock
$50,001 - $250,000
Honeywell Inc
Stock
$50,001 - $250,000
JP Morgan Chase
(JPM)
Stock
$50,001 - $250,000
Mastercard
Stock
$5,001 to $50,000
McDonald's
Stock
$5,001 to $50,000
Medical Properties Trust Inc
Stock
$5,001 to $50,000
MGM Growth Properties
Stock
$5,001 to $50,000
Microsoft Corp
Stock
More than $250,000
Morgan Stanley
Stock
$5,001 to $50,000
Netflix Inc
Stock
$5,001 to $50,000
Nike Inc
Stock
$50,001 - $250,000
Paycom Software
Stock
$50,001 - $250,000
PayPal
Stock
$5,001 to $50,000
Pepsi-Cola Co
Stock
$5,001 to $50,000
Procter & Gamble
Stock
$50,001 - $250,000
Rockwell Automation
Stock
$5,001 to $50,000
Sysco
Stock
$5,001 to $50,000
Target
Stock
$5,001 to $50,000
Union Pacific Corp
Stock
$50,001 - $250,000
Union Pacific Corp
Stock
$50,001 - $250,000
United Rentals
Stock
$5,001 to $50,000
Verizon
(VZ)
Stock
$5,001 to $50,000
WalMart Stores Inc
(WMT)
Stock
$50,001 - $250,000
Walt Disney Co
Stock
$5,001 to $50,000
Waste Management Inc
(WMI)
Stock
$50,001 - $250,000
Zoom
Stock
$5,001 to $50,000
21st Century Fox
Bond
$5,001 to $50,000
Abbvie
Bond
$5,001 to $50,000
Alcoa Inc
Bond
$5,001 to $50,000
Aluminum Co America
Bond
$5,001 to $50,000
Amazon
Bond
$5,001 to $50,000
Capital One
Bond
$5,001 to $50,000
Coca-Cola Co
Bond
$5,001 to $50,000
General Electric Capital Corp
Bond
$5,001 to $50,000
Goldman Sachs Group Inc
Bond
$5,001 to $50,000
Goldman Sachs Group Inc
Bond
$5,001 to $50,000
Goldman Sachs Group Inc
Bond
$5,001 to $50,000
Goldman Sachs Group Inc
Bond
$5,001 to $50,000
Goldman Sachs Group Inc
Bond
$5,001 to $50,000
Hyatt Hotels
Bond
$5,001 to $50,000
JP Morgan Chase
Bond
$5,001 to $50,000
Lockheed Martin
Bond
$5,001 to $50,000
Morgan Stanley
Bond
$5,001 to $50,000
Reinsurance Group America Inc
Bond
$5,001 to $50,000
ABF Small Cap Value Fund
Mutual Fund
$50,001 - $250,000
Blackrock 2022 Global Inc. Opp. Trust
(? )
Mutual Fund
$5,001 to $50,000
Blackrock Municipal Interm. Duration Fund
Mutual Fund
$50,001 - $250,000
Fidelity Extended Market Index Fund
Mutual Fund
$50,001 - $250,000
First Trust DJ Internet Index Fund
Mutual Fund
$5,001 to $50,000
First Trust DJ Internet Index Fund
Mutual Fund
$50,001 - $250,000
Invesco Solar ETF
Mutual Fund
$5,001 to $50,000
Invesco S&P 500 Low Volatility ETF
Mutual Fund
$5,001 to $50,000
iShares Edge MSCI USA Quality Factor ETF
Mutual Fund
$50,001 - $250,000
iShares Exp. Tech. Sector ETF
Mutual Fund
$50,001 - $250,000
iShares Global Clean Energy ETF
Mutual Fund
$5,001 to $50,000
iShares US Consumer Discretionary ETF
Mutual Fund
$50,001 - $250,000
IShares U.S. Medical Devices ETF
Mutual Fund
$50,001 - $250,000
iShares US Transportation ETF
Mutual Fund
$5,001 to $50,000
SPDR Select Sector Fund - Utilities
Mutual Fund
$5,001 to $50,000
SPDR S&P 500 ETF Trust
Mutual Fund
$50,001 - $250,000
Technology Select Sector SPDR Fund
Mutual Fund
$50,001 - $250,000
T. Rowe Price Retirement 2025
Mutual Fund
More than $250,000
Utilities Select Sector SPDR Fund
Mutual Fund
$5,001 to $50,000
Vanguard 500 Index Fund Admiral
Mutual Fund
More than $250,000
Vanguard FTSE Developing Markets ETF
Mutual Fund
$5,001 to $50,000
Vanguard GNMA Fund
Mutual Fund
$5,001 to $50,000
Vanguard Health Care Fund Admiral
Mutual Fund
More than $250,000
Vanguard Special Dividend Appreciation ETF
Mutual Fund
$5,001 to $50,000
Bond - City of Virginia Beach
Other
$5,001 to $50,000
Bond - City of Winchester
Other
$5,001 to $50,000
Bond - Fairfax County
Other
$5,001 to $50,000
Bond - Fairfax County
Other
$5,001 to $50,000
Bond - Fairfax County Water Authority
Other
$5,001 to $50,000
Bond - Fairfax County Water Authority
Other
$5,001 to $50,000
Bond - Town of Purcellville
Other
$5,001 to $50,000
Bond - VA State Public Schools Authority
Other
$5,001 to $50,000
Bond - VA State Resource Authority
Other
$5,001 to $50,000
Virginia 529
Other
$5,001 to $50,000
Virginia 529
Other
$50,001 - $250,000
Virginia 529
Other
$5,001 to $50,000