53trades · $595.5K est.
$1.1Mest. assets · Termination
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| SCHV Schwab US Large-Cap Value ETF | Buy | $1K – $15K | — | Dec 16, 2020 | filing ↗ |
| SCHH Schwab US REIT ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SLYG SPDR S&P 600 Small Cap Growth ETF | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| IEI iShares 3-7 Year Treasury Bond ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| TECB iShares US Tech Breakthrough Multisector ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| KOMP SPDR S&P Kensho New Economies Composite ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SLYV SPDR S&P 600 Small Cap Value ETF | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| MDYG SPDR S&P 400 Mid Cap Growth ETF | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SCHE SchwabEmerging Markets Equity ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| MDYV SPDR S&P 400 Mid Cap Value ETF | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SCHV Schwab US Large-Cap Value ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SCHG Schwab US Large-Cap Growth ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SCHF Schwab International Equity ETF | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| PDBZX PGIM Total Return Bond Fund Class Z Shares | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SCHH Schwab US REIT ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SLYG SPDR S&P 600 Small Cap Growth ETF | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| IEI iShares 3-7 Year Treasury Bond ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| TECB iShares US Tech Breakthrough Multisector ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| KOMP SPDR S&P Kensho New Economies Composite ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SLYV SPDR S&P 600 Small Cap Value ETF | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| MDYG SPDR S&P 400 Mid Cap Growth ETF | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SCHE SchwabEmerging Markets Equity ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| MDYV SPDR S&P 400 Mid Cap Value ETF | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SCHV Schwab US Large-Cap Value ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SCHG Schwab US Large-Cap Growth ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SCHF Schwab International Equity ETF | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| PDBZX PGIM Total Return Bond Fund Class Z Shares | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| MUB iShares National Muni Bond ETF | Buy | $15K – $50K | — | Jun 4, 2020 | filing ↗ |
| SCHH Schwab US REIT ETF | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| KOMP SPDR S&P Kensho New Economies Composite ETF | Buy | $15K – $50K | — | Jun 4, 2020 | filing ↗ |
| TECB iShares US Tech Breakthrough Multisector ETF | Buy | $15K – $50K | — | Jun 4, 2020 | filing ↗ |
| SLYV SPDR S&P 600 Small Cap Value ETF | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| MDYG SPDR S&P 400 Mid Cap Growth ETF | Sell | $15K – $50K | — | Jun 4, 2020 | filing ↗ |
| SCHE SchwabEmerging Markets Equity ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| MDYV SPDR S&P 400 Mid Cap Value ETF | Sell | $15K – $50K | — | Jun 4, 2020 | filing ↗ |
| SCHG Schwab US Large-Cap Growth ETF | Buy | $15K – $50K | — | Jun 4, 2020 | filing ↗ |
| SCHV Schwab US Large-Cap Value ETF | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SCHF Schwab International Equity ETF | Sell | $15K – $50K | — | Jun 4, 2020 | filing ↗ |
| TWTIX American Century Intermediate-Term Tax- Free Bond Fund Investor Class Shares | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| WFITX Wells Fargo Intermediate Tax/AMT-Free Fund Administrator Class Shares | Sell | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| BCOSX Baird Core Plus Bond Fund Investor Class Shares | Buy | $1K – $15K | — | Jun 4, 2020 | filing ↗ |
| SCHH Schwab US REIT ETF | Buy | $1K – $15K | — | Apr 2, 2020 | filing ↗ |
| MDYV SPDR S&P 400 Mid Cap Value ETF | Buy | $1K – $15K | — | Apr 2, 2020 | filing ↗ |
| SLYG SPDR S&P 600 Small Cap Growth ETF | Buy | $1K – $15K | — | Apr 2, 2020 | filing ↗ |
| SCHV Schwab US Large-Cap Value ETF | Buy | $1K – $15K | — | Apr 2, 2020 | filing ↗ |
| SCHF Schwab International Equity ETF | Buy | $1K – $15K | — | Apr 2, 2020 | filing ↗ |
| SCHG Schwab US Large-Cap Growth ETF | Sell | $1K – $15K | — | Apr 2, 2020 | filing ↗ |
| SLYV SPDR S&P 600 Small Cap Value ETF | Buy | $1K – $15K | — | Apr 2, 2020 | filing ↗ |
| TWTIX American Century Intermediate-Term Tax- Free Bond Fund Investor Class Shares | Sell | $1K – $15K | — | Apr 2, 2020 | filing ↗ |
| WFITX Wells Fargo Intermediate Tax/AMT-Free Fund Administrator Class Shares | Sell | $1K – $15K | — | Apr 2, 2020 | filing ↗ |
| BCOSX Baird Core Plus Bond Fund Investor Class Shares | Sell | $1K – $15K | — | Apr 2, 2020 | filing ↗ |
| MDYV SPDR S&P 400 Mid Cap Value ETF | Buy | $1K – $15K | — | Apr 1, 2020 | filing ↗ |
| MDYV SPDR S&P 400 Mid Cap Value ETF | Buy | $1K – $15K | — | Mar 31, 2020 | filing ↗ |
Asset holdings
Termination · filed —All positions
53 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| IRA Rollover (1) | Self | — | — |
| Schwab Emerging Markets Equity | Self | $1K – $15K | — |
| Schwab Corp International Equity | Self | $15K – $50K | — |
| Schwab Corp Large Cap Growth | Self | $15K – $50K | — |
| SPDR S&P 600 Small Cap Growth | Self | $1K – $15K | — |
| SPDR S&P 600 Small Cap Value | Self | $1K – $15K | — |
| Schwab Corp US REIT | Self | $1K – $15K | — |
| Schwab Corp U.S. Large-Cap Value | Self | $15K – $50K | — |
| SPDR S&P 400 Mid Cap Growth | Self | $1K – $15K | — |
| SPDR S&P 400 Mid Cap Value | Self | $1K – $15K | — |
| iShares 3-7 Year Treasury Bond ETF IEI | Self | $1K – $15K | — |
| iShares US Tech Breakthrough Multisector ETF TECB | Self | $1K – $15K | — |
| SPDR S&P Kensho New Economies Composite ETF KOMP | Self | $1K – $15K | — |
| Brokerage Account | Self | — | — |
| Schwab International Equity ETF SCHF | Self | $50K – $100K | $1K – $2.5K |
| SPDR S&P 400 Mid Cap Growth ETF MDYG | Self | $15K – $50K | — |
| SPDR S&P 400 Mid Cap Value ETF MDYV | Self | $1K – $15K | $201 – $1K |
| SPDR S&P 600 Small Cap Growth ETF SLYG | Self | $15K – $50K | — |
| SPDR S&P 600 Small Cap Value ETF SLYV | Self | $15K – $50K | — |
| SchwabEmerging Markets Equity ETF SCHE | Self | $15K – $50K | $201 – $1K |
| Schwab US Large-Cap Growth ETF SCHG | Self | $100K – $250K | $201 – $1K |
| Schwab US Large-Cap Value ETF SCHV | Self | $50K – $100K | $1K – $2.5K |
| American Century Intermediate-Term Tax- Free Bond Fund Investor Class Shares TWTIX | Self | $15K – $50K | $201 – $1K |
| U.S. brokerage account (cash) | Self | $1K – $15K | — |
| SPDR S&P Kensho New Economies Composite ETF KOMP | Self | $15K – $50K | — |
| iShares US Tech Breakthrough Multisector ETF TECB | Self | $15K – $50K | — |
| iShares National Muni Bond ETF MUB | Self | $15K – $50K | — |
| TIAA Defined Contribution Plan | Self | — | — |
| TIAA-CREF Social Choice Equity Fund - Institutional Class | Self | $15K – $50K | — |
| PIMCO Real Return Fund Institutional Class Shares | Self | $1K – $15K | — |
| TIAA Real Estate | Self | $1K – $15K | — |
| Vanguard Target Retirement 2020 Trust I | Self | $1K – $15K | — |
| TIAA Stable Value | Self | $1K – $15K | — |
| Roth Contributory IRA (1) | Spouse | — | — |
| Schwab International Equity ETF | Spouse | $15K – $50K | — |
| Schwab US Large Cap Growth | Spouse | $15K – $50K | — |
| Schwab US Large Cap Value | Spouse | $15K – $50K | — |
| SPDR S&P 400 Mid Cap Growth | Spouse | $1K – $15K | — |
| SPDR S&P 400 Mid Cap Value | Spouse | $1K – $15K | — |
| Schwab US REIT | Spouse | $1K – $15K | — |
| Schwab Emerging Markets Equity ETF | Spouse | $1K – $15K | — |
| SPDR S&P 600 Small Cap Growth | Spouse | $1K – $15K | — |
| SPDR S&P 600 Small Cap Value | Spouse | $1K – $15K | — |
| iShares 3-7 Year Treasury Bond ETF IEI | Spouse | $1K – $15K | — |
| iShares US Tech Breakthrough Multisector ETF TECB | Spouse | $1K – $15K | — |
| SPDR S&P Kensho New Economies Composite ETF KOMP | Spouse | $1K – $15K | — |
| Liberty Travel | Spouse | — | Salary |
| Sirius XM Holdings Inc. - Common Stock | — | $1K – $15K | Dividends · $201 – $1K |
| U.S. bank account (Cash) | — | $15K – $50K | — |
| Old Line Life Insurance (Whole Life) | — | $1K – $15K | — |
| Liberty National Life Insurance (Whole Life) | — | $15K – $50K | — |
| Monumental Life Insurance (Universal Life) | — | $15K – $50K | — |
| Old Line Life Insurance (Whole Life) | — | $1K – $15K | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.