DateSecurityTypeAmountFiledOwner
2020-10-16VOOVanguard S&P 500 ETF (VOO) [ST]Buy$15.0K – $50.0K2020-11-16spouse 2020-10-16VEAVanguard FTSE Developed Markets ETF (VEA) [ST]Buy$1.0K – $15.0K2020-11-16spouse 2020-10-16T Rowe Price blue Chip growth [OT]Sell$1.0K – $15.0K2020-11-16spouse
2020-10-16Pimco FDS Income Institutional [OT]Sell$15.0K – $50.0K2020-11-16spouse
2020-10-16JP Morgan Mortgage backed Securities [OT]Buy$1.0K – $15.0K2020-11-16spouse
2020-10-16goldman Sachs International Equity Insights [OT]Buy$1.0K – $15.0K2020-11-16spouse
2020-10-16Franklin Small Cap growth Fund [OT]Buy$1.0K – $15.0K2020-11-16spouse
2020-10-16Franklin Liberty U.S. Core bond ETF (FLCb) [ST]Buy$1.0K – $15.0K2020-11-16spouse
2020-10-16Franklin International growth Advisor Class [OT]Buy$1.0K – $15.0K2020-11-16spouse
2020-10-16Federated MDT Small Cap growth [OT]Sell$1.0K – $15.0K2020-11-16spouse
2020-10-09WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) [ST]Sell$1.0K – $15.0K2020-11-06spouse
2020-10-09VTIVanguard Total Stock Market ETF (VTI) [ST]Sell$1.0K – $15.0K2020-11-06spouse 2020-10-09SRLNSPDR Blackstone gSO Senior Loan ETF (SRLN) [ST]Sell$1.0K – $15.0K2020-11-06spouse 2020-10-09Pimco Municipal Bond Fund - PMUPX [OT]Buy$1.0K – $15.0K2020-11-06spouse
2020-10-09NTDOYNintendo Co Ltd ADR (NTDOY) [ST]Sell$15.0K – $50.0K2020-11-06spouse 2020-10-09VLUEiShares MSCI USA Value Factor ETF (VLUE) [ST]Buy$1.0K – $15.0K2020-11-06spouse 2020-10-09iShares MSCI EAFE growth ETF (EFg) [ST]Buy$1.0K – $15.0K2020-11-06spouse
2020-10-09iShares ESg Aware MSCI USA ETF (ESgU) [ST]Buy$1.0K – $15.0K2020-11-06spouse
2020-10-09IVViShares Core S&P 500 ETF (IVV) [ST]Buy$15.0K – $50.0K2020-11-06spouse 2020-10-09IEFiShares 7-10 Year Treasury Bond ETF (IEF) [ST]Buy$1.0K – $15.0K2020-11-06spouse 2020-10-09Hartford Core Equity Fund - HgIIX [OT]Buy$15.0K – $50.0K2020-11-06spouse
2020-10-09global X Super Dividend ETF (DIV) [ST]Sell$1.0K – $15.0K2020-11-06spouse
2020-10-09ETEnergy Transfer LP Common Units (ET) [ST]Sell$1.0K – $15.0K2020-11-06spouse 2020-10-09Blackrock Technologies Opportunity Fund - BgSIX [OT]Buy$1.0K – $15.0K2020-11-06spouse
2020-10-09Blackrock High Yield Municipal Fund - MAYHX [OT]Buy$1.0K – $15.0K2020-11-06spouse
2020-10-09DSUBlackrock Debt Strategies Fund, Inc. (DSU) [ST]Sell$1.0K – $15.0K2020-11-06spouse 2020-10-09Blackrock Advantage Large Cap - MALRX [OT]Buy$1.0K – $15.0K2020-11-06spouse
2020-08-07ZTSZoetis Inc. Class A (ZTS) [ST]Sell$1.0K – $15.0K2020-08-27spouse 2020-08-07WMTWalmart Inc. (WMT) [ST]Sell$1.0K – $15.0K2020-08-27spouse 2020-08-07Vanguard Total International bond [OT]Buy$1.0K – $15.0K2020-08-27spouse
2020-08-07TFCTruist Financial Corporation (TFC) [ST]Sell$1.0K – $15.0K2020-08-27spouse 2020-08-07TIAA-CREF Core Impact bond [OT]Buy$1.0K – $15.0K2020-08-27spouse
2020-08-07SPdR bloomberg barclays 1-3 month T-bill [OT]Buy$1.0K – $15.0K2020-08-27spouse
2020-08-07ROSTRoss Stores, Inc. (ROST) [ST]Sell$1.0K – $15.0K2020-08-27spouse 2020-08-07Pimco Income Fund [OT]Sell$1.0K – $15.0K2020-08-27spouse
2020-08-07Nuveen ESg large Cap Value [OT]Buy$15.0K – $50.0K2020-08-27spouse
2020-08-07MSFTMicrosoft Corporation (MSFT) [ST]Sell$1.0K – $15.0K2020-08-27spouse 2020-08-07lockheed Martin Corporation (lMT) [ST]Sell$1.0K – $15.0K2020-08-27spouse
2020-08-07JPMJP Morgan Chase & Co. (JPM) [ST]Sell$1.0K – $15.0K2020-08-27spouse 2020-08-07IShares Trust MSCI EAFE ESg Optimized [OT]Buy$15.0K – $50.0K2020-08-27spouse
2020-08-07ISH uSd High Yield Corporate bond [OT]Buy$1.0K – $15.0K2020-08-27spouse
2020-08-07Home depot, Inc. (Hd) [ST]Sell$1.0K – $15.0K2020-08-27spouse
2020-08-07guggenheim Total Return [OT]Sell$1.0K – $15.0K2020-08-27spouse
2020-08-07Fidelity Advisor Total bond [OT]Sell$1.0K – $15.0K2020-08-27spouse
2020-08-07delaware Small Cap Core [OT]Buy$1.0K – $15.0K2020-08-27spouse
2020-08-07delaware Corporate bond [OT]Buy$1.0K – $15.0K2020-08-27spouse
2020-08-07CRA Qualified Investment Fund [OT]Buy$1.0K – $15.0K2020-08-27spouse
2020-08-07COSTCostco Wholesale Corporation (COST) [ST]Sell$1.0K – $15.0K2020-08-27spouse 2020-08-07CCitigroup, Inc. (C) [ST]Sell$1.0K – $15.0K2020-08-27spouse 2020-08-07CVXChevron Corporation (CVX) [ST]Sell$1.0K – $15.0K2020-08-27spouse 2020-08-07Calvert uS large Cap Value Responsible Index [OT]Buy$15.0K – $50.0K2020-08-27spouse
2020-08-07brown Advantage Sustainable growth [OT]Buy$1.0K – $15.0K2020-08-27spouse
2020-08-07blackRock, Inc. (blK) [ST]Sell$1.0K – $15.0K2020-08-27spouse
2020-08-07Apple Inc. (AAPl) [ST]Sell$1.0K – $15.0K2020-08-27spouse
2020-08-07American Tower CorporationSell$1.0K – $15.0K2020-08-27spouse
2020-08-07Alphabet Inc. - Class A (gOOgl) [ST]Sell$1.0K – $15.0K2020-08-27spouse
2020-08-07Ab High Income [OT]Sell$1.0K – $15.0K2020-08-27spouse
2020-05-13CVXChevron Corporation (CVX) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2020-05-01TOTTotal S.A. (TOT) [ST]Sell$1.0K – $15.0K2020-07-29spouse 2020-05-01FISVFiserv, Inc. (FISV) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2020-03-25Keurig dr Pepper Inc. (KdP) [ST]Sell$1.0K – $15.0K2020-07-29spouse
2020-03-18PEPPepsico, Inc. (PEP) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2020-02-10CCitigroup, Inc. (C) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2020-02-10Chubb limited (Cb) [ST]Sell$1.0K – $15.0K2020-07-29spouse
2019-12-31ZTSZoetis Inc. Class A (ZTS) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2019-12-31WMTWalmart Inc. (WMT) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2019-12-31union Pacific Corporation (uNP) [ST]Buy$1.0K – $15.0K2020-07-29spouse
2019-12-31TMOThermo Fisher Scientific Inc (TMO) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2019-12-31SYYSysco Corporation (SYY) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2019-12-31ROSTRoss Stores, Inc. (ROST) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2019-12-31NEENextEra Energy, Inc. (NEE) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2019-12-31MCHPMicrochip Technology Incorporated (MCHP) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2019-12-31JPMJP Morgan Chase & Co. (JPM) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2019-12-31Home depot, Inc. (Hd) [ST]Buy$1.0K – $15.0K2020-07-29spouse
2019-12-31COSTCostco Wholesale Corporation (COST) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2019-12-31CSCOCisco Systems, Inc. (CSCO) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2019-12-31blackRock, Inc. (blK) [ST]Buy$1.0K – $15.0K2020-07-29spouse
2019-12-31Apple Inc. (AAPl) [ST]Buy$1.0K – $15.0K2020-07-29spouse
2019-12-31AMTAmerican Tower Corporation (AMT) [ST]Buy$1.0K – $15.0K2020-07-29spouse 2019-12-31Alphabet Inc. - Class A (gOOgl) [ST]Buy$1.0K – $15.0K2020-07-29spouse