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
Apple Inc
(AAPL)
Stock
$5,001 to $50,000
Berkshire Hathaway
Stock
$5,001 to $50,000
Chevron
(CVX)
Stock
$5,001 to $50,000
Cisco Systems Inc
Stock
$5,001 to $50,000
Crown Castle International
Stock
$5,001 to $50,000
DIAGEO North America Inc
Stock
$5,001 to $50,000
Duke Energy
Stock
$5,001 to $50,000
Fastenal Co
Stock
$5,001 to $50,000
Lowes
Stock
$5,001 to $50,000
Microsoft Corp
Stock
$5,001 to $50,000
Norfolk Southern Corp
Stock
$5,001 to $50,000
Paychex Inc
Stock
$5,001 to $50,000
Pfizer Inc
Stock
$5,001 to $50,000
United Parcel Service
(UPS)
Stock
$5,001 to $50,000
Allspring Short Term Hi Yield Bond
Mutual Fund
$50,001 - $250,000
Blackrock FR Portfolio
Mutual Fund
$5,001 to $50,000
Blackrock Inc
Mutual Fund
$5,001 to $50,000
Blackrock Intl Fund Instl Class
Mutual Fund
$50,001 - $250,000
Carillon Eagle Small Cap
Mutual Fund
$50,001 - $250,000
Columbia Contrarian Core
Mutual Fund
$5,001 to $50,000
Delaware Emerging Mkts
Mutual Fund
$50,001 - $250,000
DWS Managed Muni Bond Instl Class
Mutual Fund
$50,001 - $250,000
EuroPacific Growth Fund
Mutual Fund
$50,001 - $250,000
Fidelity Advisor New Insights
Mutual Fund
More than $250,000
Fidelity Advisor Stratigic Inc
Mutual Fund
More than $250,000
Global X FDS US Infra Dev
Mutual Fund
$5,001 to $50,000
Goldman Sachs ETF Equity
Mutual Fund
$5,001 to $50,000
Harding Loevner Intl Equity
Mutual Fund
$50,001 - $250,000
Hartford World Bond Fund
Mutual Fund
$50,001 - $250,000
Invesco Dev Mkt Fund
Mutual Fund
$50,001 - $250,000
Invesco QQQ
Mutual Fund
$5,001 to $50,000
iShares Core S&P Mid-Cap
Mutual Fund
$50,001 - $250,000
iShares Cor S&P 500 ETF
Mutual Fund
$5,001 to $50,000
iShares TIPS Bond ETF
Mutual Fund
$50,001 - $250,000
iShares US Financal Srvc ETF
Mutual Fund
$5,001 to $50,000
Janus Henderson Global Real Estate
Mutual Fund
$50,001 - $250,000
MFS Value Fund Class I
Mutual Fund
$50,001 - $250,000
Nuveen Muni Bond
Mutual Fund
$50,001 - $250,000
Oakmark Intl Small Cap
Mutual Fund
$50,001 - $250,000
Pimco Commodities Plus Strategy
Mutual Fund
$50,001 - $250,000
Pimco Inv Grade Credit Bond
Mutual Fund
$5,001 to $50,000
Russell Inv Global Real Estate
Mutual Fund
$5,001 to $50,000
Vanguard Dev Mkts Index Fund
Mutual Fund
$50,001 - $250,000
Vanguard Index Large Cap ETF
Mutual Fund
More than $250,000