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
Investment
Type
Value
Abbvie
Stock
$5,001 to $50,000
Alibaba
Stock
$5,001 to $50,000
Amazon
Stock
$5,001 to $50,000
Berkshire Hathaway
Stock
$5,001 to $50,000
Capital One
Stock
$5,001 to $50,000
Duke Energy
Stock
$5,001 to $50,000
Facebook/Meta
Stock
$5,001 to $50,000
FERGUSON PLC
Stock
$5,001 to $50,000
Google/Alphabet
(GOOG)
Stock
$5,001 to $50,000
Hollysys Automation Technologies Ltd
Stock
$5,001 to $50,000
JD.COM INC
Stock
$5,001 to $50,000
Naspers Ltd
Stock
$5,001 to $50,000
New Oriental Education & Technology Group
Stock
$5,001 to $50,000
Sanofi Aventis
Stock
$5,001 to $50,000
Verizon
(VZ)
Stock
$5,001 to $50,000
Wells Fargo Bank
Stock
$5,001 to $50,000
AB DISCOVERY VALUE R
Mutual Fund
$5,001 to $50,000
ALPS RIVERFRONT DYNAMIC CORE INCOME
Mutual Fund
$5,001 to $50,000
ALPS RIVERFRONT DYNAMIC US DIVID ADVANTAGE
Mutual Fund
$5,001 to $50,000
AMERICAN FUNDS EUROPAC GROWTH
Mutual Fund
$50,001 - $250,000
CONSUMER DISCRETIONARY SELECT SECTOR
Mutual Fund
$5,001 to $50,000
DODGE & COX INCOME
Mutual Fund
$50,001 - $250,000
EDGEWOOD GROWTH INSTL CL
Mutual Fund
$50,001 - $250,000
FUNDAMENTAL INVESTOR CL F3
Mutual Fund
$50,001 - $250,000
GOLDMAN SACHS GOVERNMENT INC R
Mutual Fund
$5,001 to $50,000
HARDING LOEVNER INTL EQUITY CL
Mutual Fund
$50,001 - $250,000
INVESTMENT COMPANY OF AMERICA CL F3
Mutual Fund
$50,001 - $250,000
ISHARES 0-5 YEAR TIPS BOND
Mutual Fund
$5,001 to $50,000
ISHARES CORE MSCI EUROPE
Mutual Fund
$5,001 to $50,000
ISHARES FLOATING RATE BOND
Mutual Fund
$50,001 - $250,000
ISHARES IBOXX INVESTMENT GRADE CORP BONDS
Mutual Fund
$5,001 to $50,000
ISHARES MSCI ALL COUNTRY ASIA EX JAPAN
Mutual Fund
$5,001 to $50,000
ISHARES US FINANCIAL SERVICES
Mutual Fund
$5,001 to $50,000
MFS INSTL INTL EQUITY
Mutual Fund
$50,001 - $250,000
MFS VALUE R
Mutual Fund
$5,001 to $50,000
SECTOR CONSUMER STAPLES SELECT SECTOR
Mutual Fund
$5,001 to $50,000
SECTOR HEALTHCARE SELECT SECTOR
Mutual Fund
$5,001 to $50,000
SECTOR TECHNOLOGY SELECT SECTOR
Mutual Fund
$5,001 to $50,000
SELECT SECTOR COMMUNICATION SERVICES SELECT SECTOR SPDR
Mutual Fund
$5,001 to $50,000
SPDR NUVEEN BLOOMBERG BARCLAYS MUN BOND
Mutual Fund
$50,001 - $250,000
SPDR PORTFOLIO SHORT TERM CORP BOND
Mutual Fund
$5,001 to $50,000
THE HARTFORD GROWTH OPPS R4
Mutual Fund
$50,001 - $250,000
THE HARTFORD TOTAL RETURN BD R4
Mutual Fund
$5,001 to $50,000
VANECK VECTORS AMT FREE INTERMEDIATE MUN INDEX
Mutual Fund
$50,001 - $250,000
VANECK VECTORS HIGH YIELD MUN INDEX
Mutual Fund
$5,001 to $50,000
VANECK VECTORS SHORT HIGH YIELD MUN INDEX
Mutual Fund
$5,001 to $50,000
VANGUARD FTSE ALL WORLD EX US
Mutual Fund
$50,001 - $250,000
VANGUARD FTSE PACIFIC
Mutual Fund
$5,001 to $50,000
VANGUARD MUN BD TAX EXEMPT BOND INDEX
Mutual Fund
$50,001 - $250,000