| IBM Corp. (stock) NYSE |
IBM |
STOCK |
Purchase
|
|
$15,001 - $50,000 |
| Microsoft (stock) NASDAQ/OTC |
MSFT |
STOCK |
Sale
|
|
$100,001 - $250,000 |
| Lam Research Corp Com (LRCX) |
LRCX |
STOCK |
Sales
|
June 30, 2023 |
$1,001-15,000 |
| Apple Computer Inc (AAPL) |
AAPL |
STOCK |
Sales
|
June 29, 2023 |
$1,001-15,000 |
| Skyworks Solutions Inc Com (SWKS) |
SWKS |
STOCK |
Purchase
|
June 29, 2023 |
$1,001-15,000 |
| VanEck Fds Emerging Mkts Z (EMRZX) |
EMRZX |
FUND |
Purchase
|
June 26, 2023 |
$15,001-50,000 |
| Doubleline Emg Mkts Inc I (DBLEX) |
DBLEX |
FUND |
Purchase
|
June 26, 2023 |
$1,001-15,000 |
| Managed Portfolio Ser Nuance Mid Z (NMVZX) |
NMVZX |
FUND |
Purchase
|
June 26, 2023 |
$1,001-15,000 |
| Advisors Inner Circle Fs Westwood (WWGEX) |
WWGEX |
FUND |
Purchase
|
June 26, 2023 |
$1,001-15,000 |
| Vanguard Tax Mgd Fd Europe Pac EFT (VEA) |
VEA |
ETF |
Purchase
|
June 23, 2023 |
$15,001-50,000 |
| Apple Computer Inc (AAPL) |
AAPL |
STOCK |
Sales
|
June 23, 2023 |
$1,001-15,000 |
| iShares Tr MSCI EAFE Index Fd Mfc (EFA) |
EFA |
ETF |
Sales
|
June 23, 2023 |
$15,001-50,000 |
| iShares Tr S&P 500 Grw (IVW) |
IVW |
ETF |
Sales
|
June 23, 2023 |
$1,001-15,000 |
| iShares Tr S&P 500 Indx Fd Mfc(BSP IX) |
IVV |
ETF |
Sales
|
June 23, 2023 |
$1,001-15,000 |
| Vanguard Index Fds Total Stk Mkt (VTI) |
VTI |
ETF |
Sales
|
June 23, 2023 |
$1,001-15,000 |
| iShares Barclays Mbs Bond Fd (MBB) |
MBB |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| iShares Barclays 20 Plus Year Treasury Bond Fund (TLT) |
TLT |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| iShares Barclays 3-7 Yr Tsy Bd Fd (IEI) |
IEI |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| iShares Cmbs Bond Fund (CMBS) |
CMBS |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| iShares Tr Index Barclays 1-3 Yr (SHY) |
SHY |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| iShares Tr Index Barclays 7-10 Yr (IEF) |
IEF |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| iShares Tr Rssll 2000 Index MFC (IWM) |
IWM |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| Janus Detroit Str Tr Henderson Mtg (JMBS) |
JMBS |
FUND |
Purchase
|
June 23, 2023 |
$15,001-50,000 |
| Mngd Port Ser Tortoise Nram Pl (TPYP) |
TPYP |
FUND |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| Schwab Strategic Tr US TIPS ETF (SCHP) |
SCHP |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| SPDR S&P Midcap 400 ETF Tr UTSER1 (MDY) |
MDY |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| SPDR S&P 500 ETF Trust (SPY) |
SPY |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| SPDR Ser TR S&) Regl Bkg (KRE) |
KRE |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| First Trust Exchange Traded Alpha Fund II Europe (FEP) |
FEP |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| First Tr Exchange Traded Fund IV North American Energy (EMLP) |
EMLP |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| Franklin Ftse Japan ETF (FLJP) |
FLJP |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| Goldman Sachs ETF Tr Activebeta Eme (GLOV) |
GLOV |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| Goldman Sachs ETF Tr Access Invt GR (GIGB) |
GIGB |
ETF |
Purchase
|
June 23, 2023 |
$15,001-50,000 |
| Goldman Sachs Treas Acct ETF (GBIL) |
GBIL |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| iShares Barclays Agency Bond (AGZ) |
AGZ |
ETF |
Purchase
|
June 23, 2023 |
$1,001-15,000 |
| iShares Tr MSCI EAFE Index Fd Mfc (EFA) |
EFA |
ETF |
Sales
|
June 21, 2023 |
$1,001-15,000 |
| Franklin Ftse Japan ETF (FLJP) |
FLJP |
ETF |
Purchase
|
June 21, 2023 |
$1,001-15,000 |
| Wisdomtree Tr Chanadiv Ex Fi |
CHAD |
ETF |
Sales
|
June 20, 2023 |
$1,001-15,000 |
| Franklin Ftse Japan ETF (FLJP) |
FLJP |
ETF |
Purchase
|
June 20, 2023 |
$1,001-15,000 |
| Janus Detroit Str Tr Henderson Mtg (JMBS) |
JMBS |
FUND |
Sales
|
June 13, 2023 |
$15,001-50,000 |
| iShares Tr Index Barclays 1-3 Yr (SHY) |
SHY |
ETF |
Purchase
|
June 13, 2023 |
$1,001-15,000 |
| Schwab Strategic Tr US TIPS ETF (SCHP) |
SCHP |
ETF |
Sales
|
June 13, 2023 |
$1,001-15,000 |
| Goldman Sachs ETF Tr Access Invt GR (GIGB) |
GIGB |
ETF |
Sales
|
June 13, 2023 |
$1,001-15,000 |
| iShares Barclays 20 Plus Year Treasury Bond Fund (TLT) |
TLT |
ETF |
Sales
|
June 13, 2023 |
$1,001-15,000 |
| iShares Tr Index Barclays 7-10 Yr (IEF) |
IEF |
ETF |
Sales
|
June 13, 2023 |
$1,001-15,000 |
| Goldman Sachs Treas Acct ETF (GBIL) |
GBIL |
ETF |
Purchase
|
June 13, 2023 |
$15,001-50,000 |
| iShares Tr Barclays 10-20 Yr (TLH) |
TLH |
ETF |
Purchase
|
June 13, 2023 |
$1,001-15,000 |
| iShares Barclays Mbs Bond Fd (MBB) |
MBB |
ETF |
Purchase
|
June 13, 2023 |
$15,001-50,000 |