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Fund (IOFIX)FalseSold03/11/202020-03-11NDTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318006/?format=xml53180062022-05-18T13:50:52.513434-07:002022-05-18T13:50:52.513440-07:005iShares Russell 2000 ETF (IWM)FalseADividendLTBuy12/10/202020-12-10LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318007/?format=xml53180072022-05-18T13:50:52.513481-07:002022-05-18T13:50:52.513488-07:005iShares Russell 2000 Value ETF (IWN)FalseADividendLTBuy08/11/202020-08-11LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318008/?format=xml53180082022-05-18T13:50:52.513529-07:002022-05-18T13:50:52.513535-07:005iShares Russell 2000 Value ETF (IWN)FalseBuy (add'l)11/03/202020-11-03MTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318009/?format=xml53180092022-05-18T13:50:52.513576-07:002022-05-18T13:50:52.513583-07:006iShares Russell 2000 Value ETF (IWN)FalseSBuy (add'l)12/10/202020-12-10LTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318010/?format=xml53180102022-05-18T13:50:52.513623-07:002022-05-18T13:50:52.513630-07:006iShares Russell 2000 Value ETF (IWN)FalseSold (part)08/18/202020-08-18LATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318011/?format=xml53180112022-05-18T13:50:52.513670-07:002022-05-18T13:50:52.513677-07:006iShares Russell 2000 Value ETF (IWN)FalseSold (part)11/18/202020-11-18LDTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318012/?format=xml53180122022-05-18T13:50:52.513718-07:002022-05-18T13:50:52.513724-07:006iShares iBoxx Invest. 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(SH)FalseSold05/28/202020-05-28MATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318035/?format=xml53180352022-05-18T13:50:52.514816-07:002022-05-18T13:50:52.514823-07:007iShares 1-3 Year Treasury Bond ETF (SHY)FalseDDividendSold (part)01/02/202020-01-02NCFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318036/?format=xml53180362022-05-18T13:50:52.514868-07:002022-05-18T13:50:52.514875-07:007iShares 1-3 Year Treasury Bond ETF (SHY)FalseSold01/16/202020-01-16NATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318037/?format=xml53180372022-05-18T13:50:52.514922-07:002022-05-18T13:50:52.514930-07:007SPDR Short Term High Yield Bond ETF (SJNK)FalseADividendMTBuy12/10/202020-12-10MFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318038/?format=xml53180382022-05-18T13:50:52.514977-07:002022-05-18T13:50:52.514985-07:007iShares Silver Trust ETF (SLV)FalseNoneLTBuy12/17/202020-12-17LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318039/?format=xml53180392022-05-18T13:50:52.515033-07:002022-05-18T13:50:52.515040-07:007SPDR Intermediate Term Corp. Bond ETF (SPIB)FalseCDividendMTBuy05/27/202020-05-27NFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318040/?format=xml53180402022-05-18T13:50:52.515088-07:002022-05-18T13:50:52.515096-07:007SPDR Intermediate Term Corp. Bond ETF (SPIB)FalseSold (part)09/24/202020-09-24MCTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318041/?format=xml53180412022-05-18T13:50:52.515144-07:002022-05-18T13:50:52.515151-07:007SPDR S&P 500 ETFFalseDDividendBuy03/24/202020-03-24NFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318042/?format=xml53180422022-05-18T13:50:52.515198-07:002022-05-18T13:50:52.515207-07:007SPDR S&P 500 ETFFalseSold03/25/202020-03-25NDTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318043/?format=xml53180432022-05-18T13:50:52.515254-07:002022-05-18T13:50:52.515262-07:008SPDR Muni Bond ETF (TFI)FalseADividendBuy05/27/202020-05-27KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318044/?format=xml53180442022-05-18T13:50:52.515310-07:002022-05-18T13:50:52.515317-07:008SPDR Muni Bond ETF (TFI)FalseSold (part)08/21/202020-08-21JATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318045/?format=xml53180452022-05-18T13:50:52.515365-07:002022-05-18T13:50:52.515373-07:008SPDR Muni Bond ETF (TFI)FalseSold09/02/202020-09-02KATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318046/?format=xml53180462022-05-18T13:50:52.515420-07:002022-05-18T13:50:52.515428-07:008iShare- s 20+ Year Treasury ETFFalseADividendBuy10/14/202020-10-14MFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318047/?format=xml53180472022-05-18T13:50:52.515475-07:002022-05-18T13:50:52.515483-07:008iShare- s 20+ Year Treasury ETFFalseSold11/03/202020-11-03MATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318048/?format=xml53180482022-05-18T13:50:52.515530-07:002022-05-18T13:50:52.515538-07:008SPDR Doubline Total Return Tactical ETF (TOTL)FalseBDividendBuy05/27/202020-05-27NFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318049/?format=xml53180492022-05-18T13:50:52.515586-07:002022-05-18T13:50:52.515593-07:008SPDR Doubline Total Return Tactical ETF (TOTL)FalseSold08/06/202020-08-06NCTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318050/?format=xml53180502022-05-18T13:50:52.515640-07:002022-05-18T13:50:52.515648-07:008Vanguard Short Term Corp. Bond ETC (VCSH)FalseBDividendNTBuy09/02/202020-09-02NFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318051/?format=xml53180512022-05-18T13:50:52.515696-07:002022-05-18T13:50:52.515703-07:008Vanguard S&P 500 ETFFalseADividendBuy09/16/202020-09-16LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318052/?format=xml53180522022-05-18T13:50:52.515752-07:002022-05-18T13:50:52.515758-07:008Vanguard S&P 500 ETFFalseSold11/18/202020-11-18LCTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318053/?format=xml53180532022-05-18T13:50:52.515797-07:002022-05-18T13:50:52.515804-07:008Vanguard Short Term Inflation Protected Sec. Index ETF (VTIP)FalseCDividendNTBuy09/02/202020-09-02MFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318054/?format=xml53180542022-05-18T13:50:52.515843-07:002022-05-18T13:50:52.515850-07:008Vanguard Short Term Inflation Protected Sec. Index ETF (VTIP)FalseBuy (add'l)12/10/202020-12-10NTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318055/?format=xml53180552022-05-18T13:50:52.515890-07:002022-05-18T13:50:52.515896-07:008Vanguard Target Retirement 2020 Fund (VTWNX)FalseNoneSold03/13/202020-03-13KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318056/?format=xml53180562022-05-18T13:50:52.515936-07:002022-05-18T13:50:52.515942-07:008Vanguard Wellesley Income (VWIAX)FalseCDividendSold (part)02/19/202020-02-19KDFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318057/?format=xml53180572022-05-18T13:50:52.515982-07:002022-05-18T13:50:52.515989-07:008Vanguard Wellesley Income (VWIAX)FalseSold03/13/202020-03-13NCTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318058/?format=xml53180582022-05-18T13:50:52.516028-07:002022-05-18T13:50:52.516035-07:008SPDR Biotech ETF (XBI)FalseADividendLTBuy12/17/202020-12-17LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318059/?format=xml53180592022-05-18T13:50:52.516074-07:002022-05-18T13:50:52.516081-07:008SPDR Select Sector Industrials ETFFalseADividendBuy08/11/202020-08-11LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318060/?format=xml53180602022-05-18T13:50:52.516121-07:002022-05-18T13:50:52.516128-07:009SPDR Select Sector Industrials ETFFalseADividendSold09/24/202020-09-24LATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318061/?format=xml53180612022-05-18T13:50:52.516168-07:002022-05-18T13:50:52.516175-07:009ProShares Short Russell 2000 ETF (RWM)FalseCDividendSold01/20/202020-01-20MDFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318062/?format=xml53180622022-05-18T13:50:52.516215-07:002022-05-18T13:50:52.516221-07:009SPDR Gold Shares ETF (GLD)FalseNoneLTBuy07/22/202020-07-22LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318063/?format=xml53180632022-05-18T13:50:52.516262-07:002022-05-18T13:50:52.516268-07:009SPDR Gold Shares ETF (GLD)FalseNoneBuy (add'l)07/27/202020-07-27LTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318064/?format=xml53180642022-05-18T13:50:52.516309-07:002022-05-18T13:50:52.516316-07:009SPDR Gold Shares ETF (GLD)FalseNoneSold (part)02/24/202020-02-24LDTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318065/?format=xml53180652022-05-18T13:50:52.516355-07:002022-05-18T13:50:52.516362-07:009SPDR Gold Shares ETF (GLD)FalseNoneSold (part)02/28/202020-02-28LDTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318066/?format=xml53180662022-05-18T13:50:52.516402-07:002022-05-18T13:50:52.516408-07:009SPDR Gold Shares ETF (GLD)FalseNoneSold (part)03/17/202020-03-17KCTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318067/?format=xml53180672022-05-18T13:50:52.516448-07:002022-05-18T13:50:52.516455-07:009SPDR Gold Shares ETF (GLD)FalseNoneSold (part)11/24/202020-11-24KATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318068/?format=xml53180682022-05-18T13:50:52.516496-07:002022-05-18T13:50:52.516503-07:009Charles Schwab Inv. Acct. (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318069/?format=xml53180692022-05-18T13:50:52.516543-07:002022-05-18T13:50:52.516549-07:009Charles Schwab BankFalseAInterestKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318070/?format=xml53180702022-05-18T13:50:52.516588-07:002022-05-18T13:50:52.516595-07:009Nokia Corp. (NOK)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318071/?format=xml53180712022-05-18T13:50:52.516634-07:002022-05-18T13:50:52.516640-07:009Cisco Systems (CSCO)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318072/?format=xml53180722022-05-18T13:50:52.516680-07:002022-05-18T13:50:52.516686-07:009Fidelity Selection Biotechnology Fund (FBIOX)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318073/?format=xml53180732022-05-18T13:50:52.516727-07:002022-05-18T13:50:52.516733-07:009SPDR Nuveen Bloomberg Barclays (HYMB)FalseADividendKTBuy12/11/202020-12-11KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318074/?format=xml53180742022-05-18T13:50:52.516773-07:002022-05-18T13:50:52.516780-07:009Intel Corp (INTC)FalseADividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318075/?format=xml53180752022-05-18T13:50:52.516818-07:002022-05-18T13:50:52.516825-07:009Marsico Focus Fund (MFOCX)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318076/?format=xml53180762022-05-18T13:50:52.516865-07:002022-05-18T13:50:52.516872-07:009Vanguard 500 Index Admiral Fund (VFIAX)FalseBDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318077/?format=xml53180772022-05-18T13:50:52.516911-07:002022-05-18T13:50:52.516918-07:0010Vanguard Growth Index Admiral Fund (VIGAX)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318078/?format=xml53180782022-05-18T13:50:52.516957-07:002022-05-18T13:50:52.516963-07:0010Vanguard Value Index Admiral Fund (VVIAX)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318079/?format=xml53180792022-05-18T13:50:52.517002-07:002022-05-18T13:50:52.517009-07:0010Walgreens Boots Alliance (WBA)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318080/?format=xml53180802022-05-18T13:50:52.517049-07:002022-05-18T13:50:52.517056-07:0010SPDR Gold Shares ETF (GLD)FalseNoneJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318081/?format=xml53180812022-05-18T13:50:52.517096-07:002022-05-18T13:50:52.517103-07:0010Morgan Stanley Brokerage Acct. (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318082/?format=xml53180822022-05-18T13:50:52.517143-07:002022-05-18T13:50:52.517150-07:0010Morgan Stanley Private Bank NAFalseAInterestJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318083/?format=xml53180832022-05-18T13:50:52.517190-07:002022-05-18T13:50:52.517197-07:0010Verizon Communications (VZ)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318084/?format=xml53180842022-05-18T13:50:52.517238-07:002022-05-18T13:50:52.517244-07:0010The Financial Sel Sect. SPDR FD (XLF)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318085/?format=xml53180852022-05-18T13:50:52.517284-07:002022-05-18T13:50:52.517291-07:0010Morgan Stanley IRA (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318086/?format=xml53180862022-05-18T13:50:52.517330-07:002022-05-18T13:50:52.517337-07:0010Public Storage (PSA.D)FalseADividendKTBuy01/07/202020-01-07KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318087/?format=xml53180872022-05-18T13:50:52.517377-07:002022-05-18T13:50:52.517384-07:0010Nextera Energy Inc. (NEE)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318088/?format=xml53180882022-05-18T13:50:52.517425-07:002022-05-18T13:50:52.517431-07:0010Merck & Co. New Com. (MRK)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318089/?format=xml53180892022-05-18T13:50:52.517472-07:002022-05-18T13:50:52.517479-07:0010Ishares US Aerospace & DEF EFT (ITA)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318090/?format=xml53180902022-05-18T13:50:52.517519-07:002022-05-18T13:50:52.517526-07:0010Home Depot Inc. (HD)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318091/?format=xml53180912022-05-18T13:50:52.517566-07:002022-05-18T13:50:52.517573-07:0010Crown Castle Int'l Corp. (CCI)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318092/?format=xml53180922022-05-18T13:50:52.517612-07:002022-05-18T13:50:52.517619-07:0010Anheuser Busch Inbev SA Spon (BUD)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318093/?format=xml53180932022-05-18T13:50:52.517660-07:002022-05-18T13:50:52.517666-07:0010Amgen Inc. (AMGN)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318094/?format=xml53180942022-05-18T13:50:52.517706-07:002022-05-18T13:50:52.517712-07:0011Bank of America Corp. (BAC-A)FalseADividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318095/?format=xml53180952022-05-18T13:50:52.517752-07:002022-05-18T13:50:52.517758-07:0011Metlife Inc. 5.62% NCUMPFD E (Met.E)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5318096/?format=xml53180962022-05-18T13:50:52.517798-07:002022-05-18T13:50:52.517805-07:0011Truist F. Corp. 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(part)01/08/202020-01-08MDTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323137/?format=xml53231372022-05-18T13:58:43.493593-07:002022-05-18T13:58:43.493600-07:006Nuveen Short Duration High Yield Muni Bond Fund (NVHIX)FalseSold03/09/202020-03-09NETruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323138/?format=xml53231382022-05-18T13:58:43.493641-07:002022-05-18T13:58:43.493648-07:006Invesco WilderHill Clean Energy ETF (PBW)FalseADividendKTBuy12/17/202020-12-17KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323139/?format=xml53231392022-05-18T13:58:43.493689-07:002022-05-18T13:58:43.493695-07:006Invesco QQQ ETF 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(SH)FalseSold05/28/202020-05-28MATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323155/?format=xml53231552022-05-18T13:58:43.494446-07:002022-05-18T13:58:43.494452-07:007iShares 1-3 Year Treasury Bond ETF (SHY)FalseDDividendSold (part)01/02/202020-01-02NCFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323156/?format=xml53231562022-05-18T13:58:43.494493-07:002022-05-18T13:58:43.494499-07:007iShares 1-3 Year Treasury Bond ETF (SHY)FalseSold01/16/202020-01-16NATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323157/?format=xml53231572022-05-18T13:58:43.494540-07:002022-05-18T13:58:43.494546-07:007SPDR Short Term High Yield Bond ETF (SJNK)FalseADividendMTBuy12/10/202020-12-10MFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323158/?format=xml53231582022-05-18T13:58:43.494587-07:002022-05-18T13:58:43.494593-07:007iShares Silver Trust ETF (SLV)FalseNoneLTBuy12/17/202020-12-17LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323159/?format=xml53231592022-05-18T13:58:43.494633-07:002022-05-18T13:58:43.494640-07:007SPDR Intermediate Term Corp. 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Bond ETC (VCSH)FalseBDividendNTBuy09/02/202020-09-02NFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323171/?format=xml53231712022-05-18T13:58:43.495269-07:002022-05-18T13:58:43.495276-07:008Vanguard S&P 500 ETFFalseADividendBuy09/16/202020-09-16LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323172/?format=xml53231722022-05-18T13:58:43.495325-07:002022-05-18T13:58:43.495333-07:008Vanguard S&P 500 ETFFalseSold11/18/202020-11-18LCTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323173/?format=xml53231732022-05-18T13:58:43.495381-07:002022-05-18T13:58:43.495390-07:008Vanguard Short Term Inflation Protected Sec. Index ETF (VTIP)FalseCDividendNTBuy09/02/202020-09-02MFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323174/?format=xml53231742022-05-18T13:58:43.495438-07:002022-05-18T13:58:43.495446-07:008Vanguard Short Term Inflation Protected Sec. Index ETF (VTIP)FalseBuy (add'l)12/10/202020-12-10NTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323175/?format=xml53231752022-05-18T13:58:43.495495-07:002022-05-18T13:58:43.495502-07:008Vanguard Target Retirement 2020 Fund (VTWNX)FalseNoneSold03/13/202020-03-13KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323176/?format=xml53231762022-05-18T13:58:43.495552-07:002022-05-18T13:58:43.495560-07:008Vanguard Wellesley Income (VWIAX)FalseCDividendSold (part)02/19/202020-02-19KDFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323177/?format=xml53231772022-05-18T13:58:43.495608-07:002022-05-18T13:58:43.495617-07:008Vanguard Wellesley Income (VWIAX)FalseSold03/13/202020-03-13NCTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323178/?format=xml53231782022-05-18T13:58:43.495665-07:002022-05-18T13:58:43.495672-07:008SPDR Biotech ETF (XBI)FalseADividendLTBuy12/17/202020-12-17LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323179/?format=xml53231792022-05-18T13:58:43.495721-07:002022-05-18T13:58:43.495728-07:008SPDR Select Sector Industrials ETFFalseADividendBuy08/11/202020-08-11LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323180/?format=xml53231802022-05-18T13:58:43.495776-07:002022-05-18T13:58:43.495784-07:009SPDR Select Sector Industrials ETFFalseADividendSold09/24/202020-09-24LATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323181/?format=xml53231812022-05-18T13:58:43.495832-07:002022-05-18T13:58:43.495840-07:009ProShares Short Russell 2000 ETF (RWM)FalseCDividendSold01/20/202020-01-20MDFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323182/?format=xml53231822022-05-18T13:58:43.495888-07:002022-05-18T13:58:43.495895-07:009SPDR Gold Shares ETF (GLD)FalseNoneLTBuy07/22/202020-07-22LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323183/?format=xml53231832022-05-18T13:58:43.495943-07:002022-05-18T13:58:43.495952-07:009SPDR Gold Shares ETF (GLD)FalseNoneBuy (add'l)07/27/202020-07-27LTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323184/?format=xml53231842022-05-18T13:58:43.495999-07:002022-05-18T13:58:43.496007-07:009SPDR Gold Shares ETF (GLD)FalseNoneSold (part)02/24/202020-02-24LDTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323185/?format=xml53231852022-05-18T13:58:43.496055-07:002022-05-18T13:58:43.496063-07:009SPDR Gold Shares ETF (GLD)FalseNoneSold (part)02/28/202020-02-28LDTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323186/?format=xml53231862022-05-18T13:58:43.496111-07:002022-05-18T13:58:43.496119-07:009SPDR Gold Shares ETF (GLD)FalseNoneSold (part)03/17/202020-03-17KCTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323187/?format=xml53231872022-05-18T13:58:43.496166-07:002022-05-18T13:58:43.496173-07:009SPDR Gold Shares ETF (GLD)FalseNoneSold (part)11/24/202020-11-24KATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323188/?format=xml53231882022-05-18T13:58:43.496222-07:002022-05-18T13:58:43.496230-07:009Charles Schwab Inv. Acct. (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323189/?format=xml53231892022-05-18T13:58:43.496276-07:002022-05-18T13:58:43.496284-07:009Charles Schwab BankFalseAInterestKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323190/?format=xml53231902022-05-18T13:58:43.496332-07:002022-05-18T13:58:43.496339-07:009Nokia Corp. (NOK)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323191/?format=xml53231912022-05-18T13:58:43.496388-07:002022-05-18T13:58:43.496395-07:009Cisco Systems (CSCO)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323192/?format=xml53231922022-05-18T13:58:43.496443-07:002022-05-18T13:58:43.496452-07:009Fidelity Selection Biotechnology Fund (FBIOX)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323193/?format=xml53231932022-05-18T13:58:43.496499-07:002022-05-18T13:58:43.496507-07:009SPDR Nuveen Bloomberg Barclays (HYMB)FalseADividendKTBuy12/11/202020-12-11KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323194/?format=xml53231942022-05-18T13:58:43.496555-07:002022-05-18T13:58:43.496563-07:009Intel Corp (INTC)FalseADividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323195/?format=xml53231952022-05-18T13:58:43.496611-07:002022-05-18T13:58:43.496619-07:009Marsico Focus Fund (MFOCX)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323196/?format=xml53231962022-05-18T13:58:43.496665-07:002022-05-18T13:58:43.496673-07:009Vanguard 500 Index Admiral Fund (VFIAX)FalseBDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323197/?format=xml53231972022-05-18T13:58:43.496720-07:002022-05-18T13:58:43.496728-07:0010Vanguard Growth Index Admiral Fund (VIGAX)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323198/?format=xml53231982022-05-18T13:58:43.496774-07:002022-05-18T13:58:43.496783-07:0010Vanguard Value Index Admiral Fund (VVIAX)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323199/?format=xml53231992022-05-18T13:58:43.496829-07:002022-05-18T13:58:43.496837-07:0010Walgreens Boots Alliance (WBA)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323200/?format=xml53232002022-05-18T13:58:43.496884-07:002022-05-18T13:58:43.496892-07:0010SPDR Gold Shares ETF (GLD)FalseNoneJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323201/?format=xml53232012022-05-18T13:58:43.496938-07:002022-05-18T13:58:43.496947-07:0010Morgan Stanley Brokerage Acct. (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323202/?format=xml53232022022-05-18T13:58:43.496994-07:002022-05-18T13:58:43.497001-07:0010Morgan Stanley Private Bank NAFalseAInterestJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323203/?format=xml53232032022-05-18T13:58:43.497049-07:002022-05-18T13:58:43.497056-07:0010Verizon Communications (VZ)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323204/?format=xml53232042022-05-18T13:58:43.497105-07:002022-05-18T13:58:43.497113-07:0010The Financial Sel Sect. SPDR FD (XLF)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323205/?format=xml53232052022-05-18T13:58:43.497160-07:002022-05-18T13:58:43.497168-07:0010Morgan Stanley IRA (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323206/?format=xml53232062022-05-18T13:58:43.497215-07:002022-05-18T13:58:43.497223-07:0010Public Storage (PSA.D)FalseADividendKTBuy01/07/202020-01-07KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323207/?format=xml53232072022-05-18T13:58:43.497270-07:002022-05-18T13:58:43.497278-07:0010Nextera Energy Inc. (NEE)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323208/?format=xml53232082022-05-18T13:58:43.497326-07:002022-05-18T13:58:43.497334-07:0010Merck & Co. New Com. (MRK)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323209/?format=xml53232092022-05-18T13:58:43.497382-07:002022-05-18T13:58:43.497390-07:0010Ishares US Aerospace & DEF EFT (ITA)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323210/?format=xml53232102022-05-18T13:58:43.497438-07:002022-05-18T13:58:43.497446-07:0010Home Depot Inc. (HD)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323211/?format=xml53232112022-05-18T13:58:43.497493-07:002022-05-18T13:58:43.497501-07:0010Crown Castle Int'l Corp. (CCI)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323212/?format=xml53232122022-05-18T13:58:43.497549-07:002022-05-18T13:58:43.497555-07:0010Anheuser Busch Inbev SA Spon (BUD)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323213/?format=xml53232132022-05-18T13:58:43.497596-07:002022-05-18T13:58:43.497603-07:0010Amgen Inc. (AMGN)FalseADividendSold09/01/202020-09-01JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323214/?format=xml53232142022-05-18T13:58:43.497644-07:002022-05-18T13:58:43.497650-07:0011Bank of America Corp. (BAC-A)FalseADividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323215/?format=xml53232152022-05-18T13:58:43.497690-07:002022-05-18T13:58:43.497697-07:0011Metlife Inc. 5.62% NCUMPFD E (Met.E)FalseADividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323216/?format=xml53232162022-05-18T13:58:43.497737-07:002022-05-18T13:58:43.497744-07:0011Truist F. Corp. Dep Rp PFDH (TFC.H)FalseADividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323217/?format=xml53232172022-05-18T13:58:43.497783-07:002022-05-18T13:58:43.497790-07:0011Nextera Energy Capital Holdings 5.25% - K (NEE.K)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323218/?format=xml53232182022-05-18T13:58:43.497830-07:002022-05-18T13:58:43.497837-07:0011Dominion Energy Inc. 5.25% (DRUA)FalseADividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323219/?format=xml53232192022-05-18T13:58:43.497876-07:002022-05-18T13:58:43.497883-07:0011DTE Energy Co. SER E 5.25% (DTW)FalseADividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323220/?format=xml53232202022-05-18T13:58:43.497923-07:002022-05-18T13:58:43.497929-07:0011Duke Energy Corp. 5.62% (DUKB)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323221/?format=xml53232212022-05-18T13:58:43.497969-07:002022-05-18T13:58:43.497976-07:0011CMS Energy Corp. 5.875% (CMSC)FalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323222/?format=xml53232222022-05-18T13:58:43.498016-07:002022-05-18T13:58:43.498023-07:0011MSIF Ultra-Short Income A Mutual Fund (MUAIX)FalseNoneSold01/07/202020-01-07MDFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33749/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5323223/?format=xml53232232022-05-18T13:58:43.498063-07:002022-05-18T13:58:43.498069-07:0011FT-Preferred Secur. & Inc. 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