Conflicts of Interest Disclosure : Securities, Mutual Funds, Investments
Roxann Robinson reported the following investments:
| Investment | Type | Value |
|---|---|---|
| Abbvie | Stock | $5,001 to $50,000 |
| AIA Group | Stock | $5,001 to $50,000 |
| Alibaba | Stock | $5,001 to $50,000 |
| Amazon | Stock | $5,001 to $50,000 |
| Applied Materials | Stock | $5,001 to $50,000 |
| AT&T (T) | Stock | $5,001 to $50,000 |
| BCE Inc | Stock | $5,001 to $50,000 |
| Berkshire Hathaway | Stock | $5,001 to $50,000 |
| Capital One | Stock | $5,001 to $50,000 |
| DBS Bank | Stock | $5,001 to $50,000 |
| Dominion Energy (D) | 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 |
| GlaxoSmithKline | Stock | $5,001 to $50,000 |
|
Google/Alphabet
(GOOG)
(CL C) |
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 |
| Seven Generations Energy | Stock | $5,001 to $50,000 |
| United Technologies Corp | Stock | $5,001 to $50,000 |
| Wells Fargo Bank | Stock | $5,001 to $50,000 |
| Zurich Group | Stock | $5,001 to $50,000 |
| AB DISCOVERY VALUE R | 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 |
| HARDING LOEVNER INTL EQUITY CL | Mutual Fund | $50,001 - $250,000 |
| HARTFORD BALANCED HLS FUND | Mutual Fund | $5,001 to $50,000 |
| HARTFORD CAP APP | Mutual Fund | $5,001 to $50,000 |
| HARTFORD INTERNATIONAL OPP | Mutual Fund | $5,001 to $50,000 |
| 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 20+ YR TREASURY 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 | $5,001 to $50,000 |
| ISHARES FLOATING RATE BOND | Mutual Fund | $5,001 to $50,000 |
| ISHARES IBOXX INVESTMENT GRADE CORP BONDS | Mutual Fund | $5,001 to $50,000 |
| MFS INSTL INTL EQUITY | Mutual Fund | $50,001 - $250,000 |
| MFS VALUE R | Mutual Fund | $50,001 - $250,000 |
| Search Results Web results Goldman Sachs Government Income 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 | $50,001 - $250,000 |
| SECTOR TECHNOLOGY SELECT SECTOR | Mutual Fund | $50,001 - $250,000 |
| SELECT SECTOR COMMUNICATION SERVICES | Mutual Fund | $5,001 to $50,000 |
| SELECT UTILITIES 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 HIGH YIELD MUN INDEX | Mutual Fund | $5,001 to $50,000 |
| VANECK VECTORS SHORT HIGH YIELD MUN INDEX | Mutual Fund | $50,001 - $250,000 |
| VANGUARD FTSE ALL WORLD EX US | Mutual Fund | $50,001 - $250,000 |
| VANGUARD FTSE PACIFIC | Mutual Fund | $5,001 to $50,000 |
| VANGUARD INTERMEDIATE TERM CORP BOND | Mutual Fund | $5,001 to $50,000 |
| VANGUARD MUN BD TAX EXEMPT BOND INDEX | Mutual Fund | $50,001 - $250,000 |