|
FDBIX - FEDERATED BOND FUND INST.
|
24 |
$1631.11 |
24 |
$1631.11 |
Export
|
All
|
|
MANLX - BLACKROCK NATIONAL MUNICIPAL FUND INSTITUTIONAL SHARES
|
24 |
$2597.04 |
24 |
$2597.04 |
Export
|
All
|
|
PFF- ISHARES PREFERRED & INCOME S
|
21 |
$8269.44 |
21 |
$8269.44 |
Export
|
All
|
|
VMPYX - WELLS FARGO STRATEGIC MUNICIPAL BOND FUND - CLASS ADMIN
|
18 |
$1508.31 |
18 |
$1508.31 |
Export
|
All
|
|
IVV - ISHARES S&P 500 INDEX
|
8 |
$6992.58 |
8 |
$6992.58 |
Export
|
All
|
|
EFV- ISHARES MSCI EAFE VALUE ETF
|
4 |
$4597.13 |
4 |
$4597.13 |
Export
|
All
|
|
VMPYX - ALLSPRING FUNDS STRATEGIC MUNI BOND CL ADM
|
3 |
$307.00 |
3 |
$307.00 |
Export
|
All
|
|
HLMIX-HARDING LOEVNER FUNDS HARDING LOEVNER INTERNATIONAL EQUITY PORT
|
3 |
$3278.64 |
3 |
$3278.64 |
Export
|
All
|
|
LSGRX- NATIXIS FUNDS LOOMIS SAYLES GROWTH FUND
|
2 |
$2557.15 |
2 |
$2557.15 |
Export
|
All
|
|
MAMTX-BLACKROCK FUNDS BR STRATEGIC MUNI OPP - INST CLASS
|
2 |
$0.33 |
2 |
$0.33 |
Export
|
All
|
|
NPSRX - NUVEEN PREFERRED SECURITIES FUND CL I
|
2 |
$0.58 |
2 |
$0.58 |
Export
|
All
|
|
PMUPX - PIMCO MUNI BOND P
|
2 |
$0.06 |
2 |
$0.06 |
Export
|
All
|
|
USMV - ISHARES MSCI USA MIN VOL FAC
|
2 |
$190.37 |
2 |
$190.37 |
Export
|
All
|
|
LSGRX- NATIXIS FUNDS NATIXIS FUNDS LOOMIS SAYLES GROWTH FUND
|
2 |
$1128.66 |
2 |
$1128.66 |
Export
|
All
|
|
USMV- ISHARES EDGE MSCI MIN VOL US
|
2 |
$150.15 |
2 |
$150.15 |
Export
|
All
|
|
ODVYX- INVESCO FUNDS INVESCO OPPENHEIMER DEVELOPING MARKETS FUND
|
2 |
$760.51 |
2 |
$760.51 |
Export
|
All
|
|
IEMG- ISHARES CORE MSCI EMERGING
|
2 |
$1192.89 |
2 |
$1192.89 |
Export
|
All
|
|
HLMIX- HARDING LOEVNER INTERNATIONAL EQUITY
|
1 |
$223.20 |
1 |
$223.20 |
Export
|
All
|
|
IVV-ISHARES CORE S&P 500 ETF
|
1 |
$374.02 |
1 |
$374.02 |
Export
|
All
|
|
IEFA- ISHARES CORE MSCI EAFE ETF
|
1 |
$151.99 |
1 |
$151.99 |
Export
|
All
|
|
KEEP ARNONI JUDGE
|
1 |
$225.00 |
1 |
$225.00 |
Export
|
All
|
|
UNITED STATES ASSOCIATION OF FORMER MEMBERS OF CONGRESS
|
1 |
$15000.00 |
1 |
$15000.00 |
Export
|
All
|