| Maple Corp, Common Stock |
|
STOCK |
PURCHASE
|
|
$15,001-$50,000 |
| CVS Health Corp, Com |
CVS |
STOCK |
PURCHASE
|
|
$100,001-$250,000 |
| Walgreens Boots Alliance Inc |
WBA |
STOCK |
PURCHASE
|
|
$100,001-$250,000 |
| Blackrock Multi-Asset Inc Portfolio |
|
FUND |
PURCHASE
|
|
$1,000,001-$5,000,000 |
| Blackrock Multi-Asset Inc Portfolio Cl A |
BAMAX |
FUND |
PURCHASE
|
|
$1,000,001-$5,000,000 |
| Fidelity Floating Rate High Inc Fd |
FFRXX |
FUND |
PURCHASE
|
|
$1,000,001-$5,000,000 |
| First Eagle Global Fd Class I |
FEGIX |
FUND |
Purchase
|
|
$1,000-$15,000 |
| First Eagle Global Inc Builder Cl A |
FEGBX |
FUND |
Purchase
|
|
$15,001-$50,000 |
| Harbor Bond Fd Instt Class |
HBINX |
FUND |
Purchase
|
|
$15,001-$50,000 |
| The Oakmark Global Fd Investor Cl |
OGEFX |
FUND |
Purchase
|
|
$15,001-$50,000 |
| Loomis Sayles Global Alloc Fd Cl A |
LSGAX |
FUND |
Purchase
|
|
$15,001-$50,000 |
| PIMCO Inc Fd Instt Class |
PIMIX |
FUND |
Purchase
|
|
$15,001-$50,000 |
| Rowe Price Balanced |
PRBAL |
FUND |
Purchase
|
|
$1,000-$15,000 |
| Vanguard Wellesley Inc Fd Investor Shares |
VWINX |
FUND |
Purchase
|
|
$1,000-$15,000 |
| Dodge & Cox Global Stock Fd |
DODGX |
FUND |
Purchase
|
|
$1,000-$15,000 |
| Dodge & Cox Income Fd |
DODIX |
FUND |
Purchase
|
|
$1,000-$15,000 |
| iShares Tr Barclays 20+ Yr Treas Bd ETF |
TLT |
ETF |
Purchase
|
|
$1,000-$15,000 |
| iShares Tr 10-20 Yr Treas Bd ETF |
TLT |
ETF |
Purchase
|
|
$1,000-$15,000 |
| iShares Tr bonds Dec 2021 Term Corp ETF |
SLRT |
ETF |
Purchase
|
|
$1,000-$15,000 |
| Select Sector SPDR Tr Health Care |
XLV |
ETF |
Purchase
|
|
$15,001-$50,000 |
| Select Sector SPDR Tr Energy |
XLE |
ETF |
Purchase
|
|
$15,001-$50,000 |
| Select Sector SPDR Tr INDL |
XLI |
ETF |
Purchase
|
|
$15,001-$50,000 |
| Select Sector SPDR Tr Technology |
XLK |
ETF |
Purchase
|
|
$15,001-$50,000 |