| Example Mega Corp, Common Stock |
|
STOCK |
Purchase
|
|
$1,001- $5,000 |
| iShares TIPS Bond ETF |
TIP |
ETF |
Purchase
|
|
$15,001- $50,000 |
| Macy's Inc |
M |
STOCK |
Purchase
|
|
$15,001- $50,000 |
| Honeywell International, Inc. |
HON |
STOCK |
Purchase
|
|
$100,001- $250,000 |
| Wells Fargo |
WFC |
STOCK |
Purchase
|
|
$100,001- $250,000 |
| Blackrock Inc. |
BLK |
STOCK |
Purchase
|
|
$100,001- $250,000 |
| Stanwood Hotels |
|
REAL ESTATE |
Exchange
|
|
$1,000.01 - $15,000 |
| iShares S&P Small Cap 600 Index |
IJR |
ETF |
Exchange
|
|
$1,000.01 - $15,000 |
| iShares S&P Mid Cap 400 index |
IJH |
ETF |
Exchange
|
|
$500,000.01 - $1,000,000 |
| iShares MSCI Japan |
EWJ |
ETF |
Exchange
|
|
$500,000.01 - $1,000,000 |
| EOG Resources, Inc. |
EOG |
STOCK |
Exchange
|
|
$100,001 - $250,000 |
| McKesson Corp |
MCK |
STOCK |
Sale
|
|
$1,000-$15,000 |
| Estee Lauder Co |
EL |
STOCK |
Sale
|
|
$1,000-$15,000 |
| Starbucks Corp |
SBUX |
STOCK |
Sale
|
|
$1,000-$15,000 |
| Oracle Corp |
ORCL |
STOCK |
Sale
|
|
$100,001-$250,000 |
| Goldman Sachs Corp |
GS |
STOCK |
Sale
|
|
$100,001-$250,000 |
| Visa Inc. |
V |
STOCK |
Sale
|
|
$100,001-$250,000 |
| Ingersoll-Rand PLC |
IR |
STOCK |
Exchange
|
|
$1,000-$15,000 |
| Facebook Inc. |
META |
STOCK |
Exchange
|
|
$100,001-$250,000 |
| WisdomTree Trust Japan Hedge |
DXJ |
ETF |
Exchange
|
|
$100,001-$250,000 |
| Mastercard Inc |
MA |
STOCK |
Exchange
|
|
$100,001-$250,000 |
| Kinder Morgan |
KMI |
STOCK |
Exchange
|
|
$100,001-$250,000 |
| Prodigis Inc |
|
PRIVATE EQUITY |
Exchange
|
|
$100,001-$250,000 |
| Linkedin Corp |
|
PRIVATE EQUITY |
Sale
|
|
$1,000- $15,000 |
| Blackrock Global U/S Credit |
BGFUX |
FUND |
Sale
|
|
$100,001- $250,000 |
| Pimco Income |
PIMIX |
FUND |
Sale
|
|
$500,001- $1,000,000 |
| CSS Corp |
|
PRIVATE EQUITY |
Sale
|
|
$1,000,001- $5,000,000 |
| Prudential Financial Inc |
PRU |
STOCK |
Sale
|
|
$100,001- $250,000 |
| Blackstone Group |
BX |
STOCK |
Sale
|
|
$100,001- $250,000 |
| JP Morgan Chase |
JPM |
STOCK |
Purchase
|
|
$1,001-$15,000 |
| Monsanto Co |
BAYRY |
STOCK |
Purchase
|
|
$1,001-$15,000 |
| Google Inc |
GOOGL |
STOCK |
Purchase
|
|
$1,001-$15,000 |
| Nextera Energy Inc |
NEE |
STOCK |
Purchase
|
|
$1,001-$15,000 |
| Williams Co Inc |
WMB |
STOCK |
Purchase
|
|
$1,001-$15,000 |
| United Technologies Corp |
RTX |
STOCK |
Exchange
|
|
$100,001-$250,000 |
| Union Pacific Corp |
UNP |
STOCK |
Sale
|
|
$1,000-$15,000 |
| Thermo Fisher Scientific |
TMO |
STOCK |
Sale
|
|
$100,001-$250,000 |
| Schlumberger Ltd |
SLB |
STOCK |
Sale
|
|
$100,001-$250,000 |
| Pepsico Inc |
PEP |
STOCK |
Sale
|
|
$100,001-$250,000 |
| Home Depot Inc |
HD |
STOCK |
Sale
|
|
$100,001-$250,000 |
| Apple Inc. |
AAPL |
STOCK |
Sale
|
|
$250,001-$500,000 |
| Amgen Inc |
AMGN |
STOCK |
Exchange
|
|
$1,000-$15,000 |
| American Express Co |
AXP |
STOCK |
Exchange
|
|
$1,000-$15,000 |
| Abbott Laboratories |
ABT |
STOCK |
Exchange
|
|
$100,001-$250,000 |
| Blackrock Low Duration Bond |
BDL |
FUND |
Exchange
|
|
$100,001-$250,000 |
| Angel Oak Multi Strat |
AOMST |
FUND |
Exchange
|
|
$250,001-$500,000 |
| }], Delphi Automotive PLC |
APTV |
STOCK |
Exchange
|
|
$100,001-$250,000 |
| Crown Castle Int Corp |
CCI |
STOCK |
SALE
|
|
$100,001- $250,000 |