John Boozman(age: 75)
374
Total Trades
206
Buys
168
Sells
$3.5M
Est. Net Worth (2025)
$139K - $3.4M
Disclosed Trades Value
2026-01-29
Last Trade
Portfolio Concentration
Top holdings by estimated value — hover for details
Estimated Portfolio
Derived from disclosed trades. Amounts are STOCK Act disclosure ranges, not exact values.
| Ticker | Company | Last Action | Buys | Sells | Est. Value | Last Trade |
|---|---|---|---|---|---|---|
 MBB
|
iShares MBS ETF | buy | 7 | 1 | $6K - $138K | Jan 23rd, 2026 |
 JMBS
|
Janus Henderson Mortgage-Backed Securities ETF | buy | 8 | 2 | $0 - $138K | Jan 23rd, 2026 |
 TBLL
|
INVESCO SHORT TERM TREAS ETF | buy | 8 | 3 | $0 - $137K | Jan 23rd, 2026 |
| RNWGX | NEW WORLD FUND INC | buy | 4 | 0 | $32K - $130K | Jan 23rd, 2026 |
 VEA
|
Vanguard FTSE Developed Markets ETF | sell | 4 | 3 | $0 - $126K | Nov 21st, 2025 |
 GIGB
|
Goldman Sachs Access Investment Grade Corporate Bond ETF | buy | 6 | 4 | $0 - $120K | Jan 23rd, 2026 |
 IEF
|
iShares 7-10 Year Treasury Bond ETF | buy | 5 | 3 | $0 - $106K | Sep 16th, 2025 |
 GOOGL
|
Alphabet Inc | buy | 4 | 0 | $18K - $95K | Sep 17th, 2025 |
 IEI
|
iShares 3-7 Year Treasury Bond ETF | buy | 4 | 1 | $3K - $93K | Sep 16th, 2025 |
 FTGC
|
FIRST TR GLOBAL TACTICAL CMD | buy | 4 | 2 | $0 - $92K | Jan 23rd, 2026 |
 MSFT
|
Microsoft Corp | buy | 6 | 0 | $6K - $90K | Dec 17th, 2025 |
 TLH
|
iShares 10-20 Year Treasury Bond ETF | buy | 6 | 0 | $6K - $90K | Aug 1st, 2025 |
| GBIL | Goldman Sachs AccessTreasury 0-1 Year ETF | sell | 3 | 3 | $0 - $76K | Sep 16th, 2025 |
 META
|
Meta Platforms Inc | buy | 5 | 0 | $5K - $75K | Nov 13th, 2025 |
 SCHP
|
Schwab US TIPS ETF | buy | 5 | 2 | $0 - $72K | Sep 16th, 2025 |
 TLT
|
iShares Trust iShares 20 Year Treasury Bond ETF | sell | 6 | 3 | $0 - $72K | Sep 16th, 2025 |
| CMBS | iShares CMBS ETF | buy | 5 | 3 | $0 - $71K | Jan 23rd, 2026 |
 SHY
|
iShares 1-3 Year Treasury Bond ETF | buy | 6 | 4 | $0 - $71K | Sep 16th, 2025 |
| EIPI | FT EGY PARTNER ENHANCED ETF | buy | 2 | 1 | $1K - $63K | Jan 23rd, 2026 |
 AMZN
|
Amazon.com Inc | buy | 4 | 0 | $4K - $60K | Nov 13th, 2025 |
 NVDA
|
NVIDIA Corporation | buy | 4 | 0 | $4K - $60K | Aug 22nd, 2025 |
 SCZ
|
iShares MSCI EAFE Small-Cap ETF | buy | 1 | 0 | $15K - $50K | Apr 11th, 2024 |
 BBEU
|
JPMORGAN BETABULDR EUROP ETF | sell | 1 | 1 | $1 - $48K | Nov 20th, 2024 |
 AVGO
|
Broadcom Inc | buy | 3 | 0 | $3K - $45K | Jun 11th, 2025 |
 FLJP
|
FRANKLIN FTSE JAPAN ETF | buy | 3 | 0 | $3K - $45K | Jun 23rd, 2023 |
 SPY
|
SPDR S&P 500 ETF Trust | sell | 3 | 1 | $0 - $43K | Jan 16th, 2025 |
| GEM | Goldman Sachs ActiveBeta Emerging Markets Equity ETF | buy | 3 | 2 | $0 - $42K | Jan 23rd, 2026 |
 AGZ
|
iShares Agency Bond ETF | sell | 3 | 2 | $0 - $42K | Sep 16th, 2025 |
 ETN
|
Eaton Corp PLC | buy | 2 | 0 | $2K - $30K | Jan 29th, 2026 |
 PYPL
|
PayPal Holdings Inc | buy | 2 | 0 | $2K - $30K | Jan 29th, 2026 |
 ANET
|
Arista Networks Inc | buy | 2 | 0 | $2K - $30K | Dec 11th, 2025 |
 HD
|
The Home Depot Inc | buy | 2 | 0 | $2K - $30K | May 20th, 2025 |
 AXP
|
American Express Co | buy | 2 | 0 | $2K - $30K | Feb 26th, 2025 |
 MA
|
Mastercard Inc | buy | 2 | 0 | $2K - $30K | Feb 5th, 2025 |
 KRE
|
SPDR S&P Regional Banking ETF | sell | 2 | 1 | $0 - $28K | Dec 26th, 2025 |
 MSI
|
Motorola Solutions Inc | sell | 2 | 1 | $0 - $28K | Dec 17th, 2025 |
 LLY
|
Eli Lilly and Co | sell | 2 | 1 | $0 - $28K | Nov 21st, 2025 |
| NMVZX | NUANCE MID CAP VALUE FUND | sell | 2 | 1 | $0 - $28K | Jun 24th, 2024 |
 VNQI
|
Vanguard Global ex-U.S. Real Estate ETF | buy | 2 | 2 | $0 - $27K | Jan 23rd, 2026 |
 PPLT
|
ABRDN PHYSICAL PLATIN SH ETF | sell | 2 | 2 | $0 - $27K | Jan 23rd, 2026 |
 AAPL
|
Apple Inc | buy | 2 | 2 | $0 - $27K | Jan 15th, 2026 |
 URNM
|
SPROTT URANIUM MINERS ETF | sell | 2 | 2 | $0 - $27K | Oct 3rd, 2025 |
 AMAT
|
Applied Materials Inc | sell | 2 | 2 | $0 - $27K | Apr 16th, 2025 |
 IWM
|
iShares Trust - iShares Russell 2000 ETF | sell | 2 | 3 | $0 - $26K | Jan 23rd, 2026 |
 MDY
|
SPDR MidCap 400 ETF Trust | sell | 2 | 4 | $0 - $25K | Jan 23rd, 2026 |
 PALL
|
ABRDN PHYSICAL PALLAD SH ETF | sell | 2 | 4 | $0 - $25K | Jan 23rd, 2026 |
 IVV
|
iShares Core S&P 500 ETF | buy | 2 | 4 | $0 - $25K | Jan 23rd, 2026 |
| EMRIX | VANECK EMERGING MARKETS FUND | sell | 1 | 3 | $0 - $18K | Aug 14th, 2025 |
 CVS
|
CVS Health Corp | buy | 1 | 0 | $1K - $15K | Jan 29th, 2026 |
 CAT
|
Caterpillar Inc | buy | 1 | 0 | $1K - $15K | Jan 29th, 2026 |
 DXCM
|
DexCom Inc | buy | 1 | 0 | $1K - $15K | Jan 26th, 2026 |
 V
|
Visa Inc | buy | 1 | 0 | $1K - $15K | Jan 15th, 2026 |
 XOM
|
Exxon Mobil Corp | buy | 1 | 0 | $1K - $15K | Jan 8th, 2026 |
 NFLX
|
Netflix Inc | buy | 1 | 0 | $1K - $15K | Jan 8th, 2026 |
 IJR
|
iShares Core S&P Small-Cap ETF | buy | 1 | 0 | $1K - $15K | Dec 26th, 2025 |
 WFC
|
Wells Fargo & Co | buy | 1 | 0 | $1K - $15K | Dec 17th, 2025 |
| WHGSX | WESTWOOD SMALLCAP FUND | buy | 1 | 0 | $1K - $15K | Nov 20th, 2025 |
 COST
|
Costco Wholesale Corp | buy | 1 | 0 | $1K - $15K | Oct 9th, 2025 |
 ADBE
|
Adobe Inc | buy | 1 | 0 | $1K - $15K | Sep 4th, 2025 |
 AMD
|
Advanced Micro Devices Inc | buy | 1 | 0 | $1K - $15K | Aug 7th, 2025 |
 WMT
|
Walmart Inc | buy | 1 | 0 | $1K - $15K | Jul 31st, 2025 |
 GE
|
General Electric Co | buy | 1 | 0 | $1K - $15K | Jul 31st, 2025 |
| BRK/B | Berkshire Hathaway Inc | buy | 1 | 0 | $1K - $15K | Jul 24th, 2025 |
 RTX
|
RTX Corp | buy | 1 | 0 | $1K - $15K | May 30th, 2025 |
 ATO
|
Atmos Energy Corp | buy | 1 | 0 | $1K - $15K | May 20th, 2025 |
 ECL
|
Ecolab Inc | buy | 1 | 0 | $1K - $15K | Feb 26th, 2025 |
| DALCX | DEAN MID CAP VALUE FUND | buy | 1 | 0 | $1K - $15K | Jun 24th, 2024 |
| DBLEX | DOUBLELINE EMERGING MARKETS FIXED INCOME FUND | buy | 1 | 0 | $1K - $15K | Jun 26th, 2023 |
 GLOV
|
GOLDMAN SC AB W L V P EQ ETF | buy | 1 | 0 | $1K - $15K | Jun 23rd, 2023 |
 DIS
|
The Walt Disney Co | buy | 1 | 1 | $0 - $13K | Jan 8th, 2026 |
 SMCI
|
SUPER MICRO COMPUTER INC | sell | 1 | 1 | $0 - $13K | Dec 31st, 2025 |
 BSX
|
Boston Scientific Corp | sell | 1 | 1 | $0 - $13K | Dec 17th, 2025 |
 VWO
|
Vanguard FTSE Emerging Markets ETF | buy | 1 | 1 | $0 - $13K | Nov 6th, 2025 |
 AAXJ
|
iShares MSCI All Country Asia ex Japan ETF | sell | 1 | 1 | $0 - $13K | Nov 6th, 2025 |
 CL
|
Colgate-Palmolive Co | sell | 1 | 1 | $0 - $13K | Oct 9th, 2025 |
 ORCL
|
Oracle Corp | sell | 1 | 1 | $0 - $13K | Sep 12th, 2025 |
| WWSYX | WESTWOOD QUALITY SMALLCAP FUND | buy | 1 | 1 | $0 - $13K | Aug 1st, 2025 |
 HYG
|
iShares iBoxx High Yield Corporate Bond ETF | sell | 1 | 1 | $0 - $13K | Jul 8th, 2025 |
 UNH
|
Unitedhealth Group Inc | sell | 1 | 1 | $0 - $13K | Jun 11th, 2025 |
 NRG
|
NRG Energy Inc | sell | 1 | 1 | $0 - $13K | May 20th, 2025 |
 PFE
|
Pfizer Inc | sell | 1 | 1 | $0 - $13K | Feb 13th, 2025 |
 SWKS
|
Skyworks Solutions Inc | sell | 1 | 1 | $0 - $13K | Nov 20th, 2024 |
 AES
|
The AES Corp | sell | 1 | 1 | $0 - $13K | Oct 5th, 2023 |
| WWGEX | THE ADVISORS INNER CIRCLE FUND WESTWOOD GLOBAL EQUITY FUND | buy | 1 | 1 | $0 - $13K | Jun 26th, 2023 |
 CRM
|
salesforce.com Inc | sell | 1 | 2 | $0 - $12K | Nov 13th, 2025 |
| TPYP | Managed Portfolio Series Tortoise North American Pipeline Fund | buy | 2 | 3 | $0 - $12K | Jan 23rd, 2026 |
 IVW
|
iShares S&P 500 Growth ETF | sell | 1 | 8 | $0 - $6K | Jan 29th, 2026 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Jan 29th, 2026 | Feb 15th, 2026 |
ETN
|
Eaton Corp PLC | buy | $1K - $15K | Joint |
| Jan 29th, 2026 | Feb 15th, 2026 |
CVS
|
CVS Health Corp | buy | $1K - $15K | Joint |
| Jan 29th, 2026 | Feb 15th, 2026 |
CAT
|
Caterpillar Inc | buy | $1K - $15K | Joint |
| Jan 29th, 2026 | Feb 15th, 2026 |
 UNP
|
Union Pacific Corp | sell | $1K - $15K | Joint |
| Jan 29th, 2026 | Feb 15th, 2026 |
 OMC
|
Omnicom Group Inc | sell | $1K - $15K | Joint |
| Jan 29th, 2026 | Feb 15th, 2026 |
IVW
|
iShares S&P 500 Growth ETF | sell | $1K - $15K | Joint |
| Jan 29th, 2026 | Feb 15th, 2026 |
 FISV
|
Fiserv Inc | sell | $1K - $15K | Joint |
| Jan 29th, 2026 | Feb 15th, 2026 |
PYPL
|
PayPal Holdings Inc | buy | $1K - $15K | Joint |
| Jan 26th, 2026 | Feb 15th, 2026 |
DXCM
|
DexCom Inc | buy | $1K - $15K | Joint |
| Jan 26th, 2026 | Feb 15th, 2026 |
 MU
|
Micron Technology Inc | sell | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 | EIPI | FT EGY PARTNER ENHANCED ETF | buy | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF | sell | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 |
MDY
|
SPDR MidCap 400 ETF Trust | sell | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 |
VNQI
|
Vanguard Global ex-U.S. Real Estate ETF | buy | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 | TPYP | Managed Portfolio Series Tortoise North American Pipeline Fund | buy | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 | — | SPROTT LITHIUM MINERS ETF (LITP) | buy | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 |
IWM
|
iShares Trust - iShares Russell 2000 ETF | sell | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 |
 SLV
|
iShares Silver Trust | sell | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 |
PPLT
|
ABRDN PHYSICAL PLATIN SH ETF | sell | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 |
PALL
|
ABRDN PHYSICAL PALLAD SH ETF | sell | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 | RNWGX | NEW WORLD FUND INC | buy | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 |
JMBS
|
Janus Henderson Mortgage-Backed Securities ETF | buy | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 |
IVV
|
iShares Core S&P 500 ETF | buy | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 | CMBS | iShares CMBS ETF | buy | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 |
MBB
|
iShares MBS ETF | buy | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 |
TBLL
|
INVESCO SHORT TERM TREAS ETF | buy | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 |
GIGB
|
Goldman Sachs Access Investment Grade Corporate Bond ETF | buy | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity ETF | buy | $1K - $15K | Joint |
| Jan 23rd, 2026 | Feb 15th, 2026 |
FTGC
|
FIRST TR GLOBAL TACTICAL CMD | buy | $1K - $15K | Joint |
| Jan 15th, 2026 | Feb 15th, 2026 |
AAPL
|
Apple Inc | buy | $1K - $15K | Joint |
| Jan 15th, 2026 | Feb 15th, 2026 |
V
|
Visa Inc | buy | $1K - $15K | Joint |
| Jan 15th, 2026 | Feb 15th, 2026 |
OMC
|
Omnicom Group Inc | sell | $1K - $15K | Joint |
| Jan 8th, 2026 | Feb 15th, 2026 |
XOM
|
Exxon Mobil Corp | buy | $1K - $15K | Joint |
| Jan 8th, 2026 | Feb 15th, 2026 |
DIS
|
The Walt Disney Co | buy | $1K - $15K | Joint |
| Jan 8th, 2026 | Feb 15th, 2026 |
MU
|
Micron Technology Inc | sell | $1K - $15K | Joint |
| Jan 8th, 2026 | Feb 15th, 2026 |
 LRCX
|
Lam Research Corp | sell | $1K - $15K | Joint |
| Jan 8th, 2026 | Feb 15th, 2026 |
NFLX
|
Netflix Inc | buy | $1K - $15K | Joint |
| Dec 31st, 2025 | Jan 13th, 2026 |
IVW
|
iShares S&P 500 Growth ETF | buy | $1K - $15K | Joint |
| Dec 31st, 2025 | Jan 13th, 2026 |
SMCI
|
SUPER MICRO COMPUTER INC | sell | $1K - $15K | Joint |
| Dec 26th, 2025 | Jan 13th, 2026 |
IJR
|
iShares Core S&P Small-Cap ETF | buy | $1K - $15K | Joint |
| Dec 26th, 2025 | Jan 13th, 2026 |
KRE
|
SPDR S&P Regional Banking ETF | sell | $1K - $15K | Joint |
| Dec 24th, 2025 | Jan 13th, 2026 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF | buy | $15K - $50K | Joint |
| Dec 24th, 2025 | Jan 13th, 2026 |
SLV
|
iShares Silver Trust | sell | $1K - $15K | Joint |
| Dec 24th, 2025 | Jan 13th, 2026 |
PPLT
|
ABRDN PHYSICAL PLATIN SH ETF | sell | $1K - $15K | Joint |
| Dec 24th, 2025 | Jan 13th, 2026 |
PALL
|
ABRDN PHYSICAL PALLAD SH ETF | sell | $1K - $15K | Joint |
| Dec 17th, 2025 | Jan 13th, 2026 |
WFC
|
Wells Fargo & Co | buy | $1K - $15K | Joint |
| Dec 17th, 2025 | Jan 13th, 2026 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Joint |
| Dec 17th, 2025 | Jan 13th, 2026 |
AAPL
|
Apple Inc | buy | $1K - $15K | Joint |
| Dec 17th, 2025 | Jan 13th, 2026 |
MSI
|
Motorola Solutions Inc | sell | $1K - $15K | Joint |
| Dec 17th, 2025 | Jan 13th, 2026 |
BSX
|
Boston Scientific Corp | sell | $1K - $15K | Joint |
| Dec 11th, 2025 | Jan 13th, 2026 |
SMCI
|
SUPER MICRO COMPUTER INC | buy | $1K - $15K | Joint |
| Dec 11th, 2025 | Jan 13th, 2026 |
ANET
|
Arista Networks Inc | buy | $1K - $15K | Joint |
| Dec 11th, 2025 | Jan 13th, 2026 |
TBLL
|
INVESCO SHORT TERM TREAS ETF | sell | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 |
FISV
|
Fiserv Inc | sell | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 |
FTGC
|
FIRST TR GLOBAL TACTICAL CMD | sell | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 | EIPI | FT EGY PARTNER ENHANCED ETF | sell | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 |
MDY
|
SPDR MidCap 400 ETF Trust | buy | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 |
PYPL
|
PayPal Holdings Inc | buy | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 |
JMBS
|
Janus Henderson Mortgage-Backed Securities ETF | buy | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 | CMBS | iShares CMBS ETF | buy | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 |
MBB
|
iShares MBS ETF | buy | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 |
GIGB
|
Goldman Sachs Access Investment Grade Corporate Bond ETF | buy | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 |
VEA
|
Vanguard FTSE Developed Markets ETF | sell | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 |
VNQI
|
Vanguard Global ex-U.S. Real Estate ETF | sell | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 | TPYP | Managed Portfolio Series Tortoise North American Pipeline Fund | sell | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 |
IVV
|
iShares Core S&P 500 ETF | sell | $1K - $15K | Joint |
| Nov 21st, 2025 | Dec 8th, 2025 |
IWM
|
iShares Trust - iShares Russell 2000 ETF | sell | $1K - $15K | Joint |
| Nov 20th, 2025 | Dec 8th, 2025 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity ETF | sell | $1K - $15K | Joint |
| Nov 20th, 2025 | Dec 8th, 2025 | WHGSX | WESTWOOD SMALLCAP FUND | buy | $1K - $15K | Joint |
| Nov 20th, 2025 | Dec 8th, 2025 | NEWFX | AMERICAN FUNDS NEW WORLD FUND | sell | $1K - $15K | Joint |
| Nov 20th, 2025 | Dec 8th, 2025 |
 EFA
|
iShares MSCI EAFE ETF | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 8th, 2025 |
META
|
Meta Platforms Inc | buy | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 8th, 2025 |
ANET
|
Arista Networks Inc | buy | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 8th, 2025 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 8th, 2025 |
CRM
|
salesforce.com Inc | sell | $1K - $15K | Joint |
| Nov 6th, 2025 | Dec 8th, 2025 |
VEA
|
Vanguard FTSE Developed Markets ETF | buy | $1K - $15K | Joint |
| Nov 6th, 2025 | Dec 8th, 2025 |
VWO
|
Vanguard FTSE Emerging Markets ETF | buy | $1K - $15K | Joint |
| Nov 6th, 2025 | Dec 8th, 2025 |
AAXJ
|
iShares MSCI All Country Asia ex Japan ETF | sell | $1K - $15K | Joint |
| Nov 3rd, 2025 | Nov 15th, 2025 | TPYP | Managed Portfolio Series Tortoise North American Pipeline Fund | sell | $1K - $15K | Joint |
| Oct 31st, 2025 | Nov 15th, 2025 |
META
|
Meta Platforms Inc | buy | $1K - $15K | Joint |
| Oct 31st, 2025 | Nov 15th, 2025 |
OMC
|
Omnicom Group Inc | sell | $1K - $15K | Joint |
| Oct 9th, 2025 | Nov 15th, 2025 |
COST
|
Costco Wholesale Corp | buy | $1K - $15K | Joint |
| Oct 9th, 2025 | Nov 15th, 2025 |
CL
|
Colgate-Palmolive Co | sell | $1K - $15K | Joint |
| Oct 3rd, 2025 | Nov 15th, 2025 |
FTGC
|
FIRST TR GLOBAL TACTICAL CMD | buy | $1K - $15K | Joint |
| Oct 3rd, 2025 | Nov 15th, 2025 | EIPI | FT EGY PARTNER ENHANCED ETF | buy | $15K - $50K | Joint |
| Oct 3rd, 2025 | Nov 15th, 2025 |
URNM
|
SPROTT URANIUM MINERS ETF | sell | $1K - $15K | Joint |
| Oct 3rd, 2025 | Nov 15th, 2025 | — | SPROTT LITHIUM MINERS ETF (LITP) | sell | $1K - $15K | Joint |
| Oct 3rd, 2025 | Nov 15th, 2025 |
SLV
|
iShares Silver Trust | sell | $1K - $15K | Joint |
| Oct 3rd, 2025 | Nov 15th, 2025 | EMLP | First Trust North American Energy Infrastructure Fund | sell | $15K - $50K | Joint |
| Oct 2nd, 2025 | Nov 15th, 2025 |
 IQV
|
Iqvia Holdings Inc | sell | $1K - $15K | Joint |
| Sep 17th, 2025 | Oct 10th, 2025 |
MU
|
Micron Technology Inc | sell | $1K - $15K | Joint |
| Sep 17th, 2025 | Oct 10th, 2025 |
GOOGL
|
Alphabet Inc | buy | $15K - $50K | Joint |
| Sep 16th, 2025 | Oct 10th, 2025 |
GIGB
|
Goldman Sachs Access Investment Grade Corporate Bond ETF | sell | $1K - $15K | Joint |
| Sep 16th, 2025 | Oct 10th, 2025 | GBIL | Goldman Sachs AccessTreasury 0-1 Year ETF | sell | $1K - $15K | Joint |
| Sep 16th, 2025 | Oct 10th, 2025 |
AGZ
|
iShares Agency Bond ETF | sell | $1K - $15K | Joint |
| Sep 16th, 2025 | Oct 10th, 2025 |
MBB
|
iShares MBS ETF | sell | $1K - $15K | Joint |
| Sep 16th, 2025 | Oct 10th, 2025 |
TLT
|
iShares Trust iShares 20 Year Treasury Bond ETF | sell | $15K - $50K | Joint |
| Sep 16th, 2025 | Oct 10th, 2025 | CMBS | iShares CMBS ETF | sell | $1K - $15K | Joint |
| Sep 16th, 2025 | Oct 10th, 2025 |
JMBS
|
Janus Henderson Mortgage-Backed Securities ETF | sell | $1K - $15K | Joint |
| Sep 16th, 2025 | Oct 10th, 2025 |
IEI
|
iShares 3-7 Year Treasury Bond ETF | buy | $15K - $50K | Joint |
| Sep 16th, 2025 | Oct 10th, 2025 |
SHY
|
iShares 1-3 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Sep 16th, 2025 | Oct 10th, 2025 |
IEF
|
iShares 7-10 Year Treasury Bond ETF | buy | $15K - $50K | Joint |
| Sep 16th, 2025 | Oct 10th, 2025 |
SCHP
|
Schwab US TIPS ETF | buy | $1K - $15K | Joint |
| Sep 12th, 2025 | Oct 10th, 2025 |
ORCL
|
Oracle Corp | sell | $1K - $15K | Joint |
| Sep 12th, 2025 | Oct 10th, 2025 |
ETN
|
Eaton Corp PLC | buy | $1K - $15K | Joint |
| Sep 4th, 2025 | Oct 10th, 2025 |
ADBE
|
Adobe Inc | buy | $1K - $15K | Joint |
| Aug 22nd, 2025 | Sep 13th, 2025 |
LLY
|
Eli Lilly and Co | buy | $1K - $15K | Joint |
| Aug 22nd, 2025 | Sep 13th, 2025 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Joint |
| Aug 22nd, 2025 | Sep 13th, 2025 |
 ABBV
|
AbbVie Inc | sell | $1K - $15K | Joint |
| Aug 22nd, 2025 | Sep 13th, 2025 |
MU
|
Micron Technology Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 13th, 2025 | RNWGX | NEW WORLD FUND INC | buy | $15K - $50K | Joint |
| Aug 14th, 2025 | Sep 13th, 2025 | EMRIX | VANECK EMERGING MARKETS FUND | sell | $15K - $50K | Joint |
| Aug 11th, 2025 | Sep 13th, 2025 |
LLY
|
Eli Lilly and Co | buy | $1K - $15K | Joint |
| Aug 11th, 2025 | Sep 13th, 2025 |
ABBV
|
AbbVie Inc | sell | $1K - $15K | Joint |
| Aug 7th, 2025 | Sep 13th, 2025 |
AMD
|
Advanced Micro Devices Inc | buy | $1K - $15K | Joint |
| Aug 7th, 2025 | Sep 13th, 2025 | RNWGX | NEW WORLD FUND INC | buy | $15K - $50K | Joint |
| Aug 7th, 2025 | Sep 13th, 2025 | EMRIX | VANECK EMERGING MARKETS FUND | sell | $15K - $50K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 | WWSYX | WESTWOOD QUALITY SMALLCAP FUND | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity ETF | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
AGZ
|
iShares Agency Bond ETF | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
MBB
|
iShares MBS ETF | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
TLT
|
iShares Trust iShares 20 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
IEI
|
iShares 3-7 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 | CMBS | iShares CMBS ETF | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
TLH
|
iShares 10-20 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
SHY
|
iShares 1-3 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
IEF
|
iShares 7-10 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
IWM
|
iShares Trust - iShares Russell 2000 ETF | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
JMBS
|
Janus Henderson Mortgage-Backed Securities ETF | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 | RNWGX | NEW WORLD FUND INC | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
SCHP
|
Schwab US TIPS ETF | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
VNQI
|
Vanguard Global ex-U.S. Real Estate ETF | buy | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
PALL
|
ABRDN PHYSICAL PALLAD SH ETF | sell | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
PALL
|
ABRDN PHYSICAL PALLAD SH ETF | sell | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 | EMLP | First Trust North American Energy Infrastructure Fund | sell | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity ETF | sell | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
GIGB
|
Goldman Sachs Access Investment Grade Corporate Bond ETF | sell | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
TBLL
|
INVESCO SHORT TERM TREAS ETF | sell | $15K - $50K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
SLV
|
iShares Silver Trust | sell | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
EFA
|
iShares MSCI EAFE ETF | sell | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
IVV
|
iShares Core S&P 500 ETF | sell | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
URNM
|
SPROTT URANIUM MINERS ETF | sell | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 | EMRIX | VANECK EMERGING MARKETS FUND | sell | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 13th, 2025 |
VEA
|
Vanguard FTSE Developed Markets ETF | sell | $1K - $15K | Joint |
| Jul 31st, 2025 | Aug 6th, 2025 |
 MDLZ
|
Mondelez International Inc | sell | $1K - $15K | Joint |
| Jul 31st, 2025 | Aug 6th, 2025 |
 GD
|
General Dynamics Corp | sell | $1K - $15K | Joint |
| Jul 31st, 2025 | Aug 6th, 2025 |
WMT
|
Walmart Inc | buy | $1K - $15K | Joint |
| Jul 31st, 2025 | Aug 6th, 2025 |
GE
|
General Electric Co | buy | $1K - $15K | Joint |
| Jul 24th, 2025 | Aug 6th, 2025 |
 JPM
|
JPMorgan Chase & Co | sell | $1K - $15K | Joint |
| Jul 24th, 2025 | Aug 6th, 2025 | BRK/B | Berkshire Hathaway Inc | buy | $1K - $15K | Joint |
| Jul 8th, 2025 | Aug 6th, 2025 |
HYG
|
iShares iBoxx High Yield Corporate Bond ETF | sell | $1K - $15K | Joint |
| Jul 8th, 2025 | Aug 6th, 2025 |
GIGB
|
Goldman Sachs Access Investment Grade Corporate Bond ETF | buy | $1K - $15K | Joint |
| Jul 1st, 2025 | Aug 6th, 2025 |
MU
|
Micron Technology Inc | sell | $1K - $15K | Joint |
| Jun 11th, 2025 | Jul 9th, 2025 |
UNH
|
Unitedhealth Group Inc | sell | $1K - $15K | Joint |
| Jun 11th, 2025 | Jul 9th, 2025 |
MU
|
Micron Technology Inc | sell | $1K - $15K | Joint |
| Jun 11th, 2025 | Jul 9th, 2025 |
TBLL
|
INVESCO SHORT TERM TREAS ETF | buy | $1K - $15K | Joint |
| Jun 11th, 2025 | Jul 9th, 2025 |
AVGO
|
Broadcom Inc | buy | $1K - $15K | Joint |
| May 30th, 2025 | Jul 9th, 2025 |
RTX
|
RTX Corp | buy | $1K - $15K | Joint |
| May 30th, 2025 | Jul 9th, 2025 |
META
|
Meta Platforms Inc | buy | $1K - $15K | Joint |
| May 30th, 2025 | Jun 14th, 2025 |
 FBIN
|
Fortune Brands Innovations Inc | sell | $1K - $15K | Joint |
| May 20th, 2025 | Jul 9th, 2025 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| May 20th, 2025 | Jul 9th, 2025 |
ATO
|
Atmos Energy Corp | buy | $1K - $15K | Joint |
| May 20th, 2025 | Jul 9th, 2025 |
GOOGL
|
Alphabet Inc | buy | $1K - $15K | Joint |
| May 20th, 2025 | Jun 14th, 2025 |
NRG
|
NRG Energy Inc | sell | $1K - $15K | Joint |
| May 20th, 2025 | Jun 14th, 2025 |
 LOW
|
Lowe's Cos Inc | sell | $1K - $15K | Joint |
| May 20th, 2025 | Jun 14th, 2025 |
GD
|
General Dynamics Corp | sell | $1K - $15K | Joint |
| May 20th, 2025 | Jun 14th, 2025 |
 DTE
|
DTE Energy Co | sell | $1K - $15K | Joint |
| May 16th, 2025 | Jul 9th, 2025 |
META
|
Meta Platforms Inc | buy | $1K - $15K | Joint |
| May 16th, 2025 | Jul 9th, 2025 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| May 16th, 2025 | Jul 9th, 2025 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Joint |
| May 16th, 2025 | Jun 14th, 2025 |
TBLL
|
INVESCO SHORT TERM TREAS ETF | sell | $1K - $15K | Joint |
| May 13th, 2025 | Jul 9th, 2025 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Joint |
| May 13th, 2025 | Jul 9th, 2025 |
AVGO
|
Broadcom Inc | buy | $1K - $15K | Joint |
| May 13th, 2025 | Jun 14th, 2025 |
 VLO
|
Valero Energy Corp | sell | $1K - $15K | Joint |
| Apr 22nd, 2025 | May 14th, 2025 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Joint |
| Apr 22nd, 2025 | May 14th, 2025 |
CRM
|
salesforce.com Inc | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 14th, 2025 |
 GILD
|
Gilead Sciences Inc | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 14th, 2025 |
AMAT
|
Applied Materials Inc | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 14th, 2025 |
UNH
|
Unitedhealth Group Inc | buy | $1K - $15K | Joint |
| Apr 16th, 2025 | May 14th, 2025 |
ORCL
|
Oracle Corp | buy | $1K - $15K | Joint |
| Apr 16th, 2025 | May 14th, 2025 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Joint |
| Apr 16th, 2025 | May 14th, 2025 |
LRCX
|
Lam Research Corp | sell | $1K - $15K | Joint |
| Apr 15th, 2025 | May 14th, 2025 |
 BAC
|
Bank of America Corp | sell | $1K - $15K | Joint |
| Apr 15th, 2025 | May 14th, 2025 |
META
|
Meta Platforms Inc | buy | $1K - $15K | Joint |
| Apr 9th, 2025 | May 14th, 2025 |
HYG
|
iShares iBoxx High Yield Corporate Bond ETF | buy | $1K - $15K | Joint |
| Apr 9th, 2025 | May 14th, 2025 |
SHY
|
iShares 1-3 Year Treasury Bond ETF | sell | $1K - $15K | Joint |
| Apr 8th, 2025 | May 14th, 2025 |
CL
|
Colgate-Palmolive Co | buy | $1K - $15K | Joint |
| Apr 8th, 2025 | May 14th, 2025 |
FTGC
|
FIRST TR GLOBAL TACTICAL CMD | buy | $1K - $15K | Joint |
| Apr 8th, 2025 | May 14th, 2025 |
AVGO
|
Broadcom Inc | buy | $1K - $15K | Joint |
| Apr 8th, 2025 | May 14th, 2025 |
JPM
|
JPMorgan Chase & Co | sell | $1K - $15K | Joint |
| Apr 8th, 2025 | May 14th, 2025 |
IVW
|
iShares S&P 500 Growth ETF | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 20th, 2025 |
IVW
|
iShares S&P 500 Growth ETF | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 20th, 2025 |
DTE
|
DTE Energy Co | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 20th, 2025 |
TBLL
|
INVESCO SHORT TERM TREAS ETF | buy | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 20th, 2025 |
AMAT
|
Applied Materials Inc | buy | $1K - $15K | Joint |
| Mar 5th, 2025 | Apr 20th, 2025 |
TBLL
|
INVESCO SHORT TERM TREAS ETF | buy | $1K - $15K | Joint |
| Feb 26th, 2025 | Mar 6th, 2025 |
IVW
|
iShares S&P 500 Growth ETF | sell | $1K - $15K | Joint |
| Feb 26th, 2025 | Mar 6th, 2025 |
FTGC
|
FIRST TR GLOBAL TACTICAL CMD | sell | $1K - $15K | Joint |
| Feb 26th, 2025 | Mar 6th, 2025 | EMLP | First Trust North American Energy Infrastructure Fund | sell | $1K - $15K | Joint |
| Feb 26th, 2025 | Mar 6th, 2025 |
URNM
|
SPROTT URANIUM MINERS ETF | buy | $1K - $15K | Joint |
| Feb 26th, 2025 | Mar 6th, 2025 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Joint |
| Feb 26th, 2025 | Mar 6th, 2025 |
MSI
|
Motorola Solutions Inc | buy | $1K - $15K | Joint |
| Feb 26th, 2025 | Mar 6th, 2025 |
TBLL
|
INVESCO SHORT TERM TREAS ETF | buy | $1K - $15K | Joint |
| Feb 26th, 2025 | Mar 6th, 2025 |
ECL
|
Ecolab Inc | buy | $1K - $15K | Joint |
| Feb 26th, 2025 | Mar 6th, 2025 |
AXP
|
American Express Co | buy | $1K - $15K | Joint |
| Feb 26th, 2025 | Mar 6th, 2025 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Joint |
| Feb 25th, 2025 | Mar 6th, 2025 |
URNM
|
SPROTT URANIUM MINERS ETF | buy | $1K - $15K | Joint |
| Feb 14th, 2025 | Mar 6th, 2025 |
IVW
|
iShares S&P 500 Growth ETF | sell | $1K - $15K | Joint |
| Feb 14th, 2025 | Mar 6th, 2025 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Joint |
| Feb 13th, 2025 | Mar 6th, 2025 |
PFE
|
Pfizer Inc | sell | $1K - $15K | Joint |
| Feb 13th, 2025 | Mar 6th, 2025 |
DIS
|
The Walt Disney Co | sell | $1K - $15K | Joint |
| Feb 13th, 2025 | Mar 6th, 2025 |
BSX
|
Boston Scientific Corp | buy | $1K - $15K | Joint |
| Feb 13th, 2025 | Mar 6th, 2025 |
GOOGL
|
Alphabet Inc | buy | $1K - $15K | Joint |
| Feb 5th, 2025 | Mar 6th, 2025 |
LRCX
|
Lam Research Corp | sell | $1K - $15K | Joint |
| Feb 5th, 2025 | Mar 6th, 2025 |
JPM
|
JPMorgan Chase & Co | sell | $1K - $15K | Joint |
| Feb 5th, 2025 | Mar 6th, 2025 |
BAC
|
Bank of America Corp | sell | $1K - $15K | Joint |
| Feb 5th, 2025 | Mar 6th, 2025 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Joint |
| Feb 5th, 2025 | Mar 6th, 2025 |
MA
|
Mastercard Inc | buy | $1K - $15K | Joint |
| Feb 5th, 2025 | Mar 6th, 2025 |
AXP
|
American Express Co | buy | $1K - $15K | Joint |
| Feb 4th, 2025 | Mar 6th, 2025 |
 QSR
|
Restaurant Brands International Inc | sell | $1K - $15K | Joint |
| Feb 4th, 2025 | Mar 6th, 2025 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 9th, 2025 |
NRG
|
NRG Energy Inc | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 9th, 2025 |
TBLL
|
INVESCO SHORT TERM TREAS ETF | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 9th, 2025 |
IVW
|
iShares S&P 500 Growth ETF | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 9th, 2025 |
 HPQ
|
HP Inc | sell | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 9th, 2025 |
TBLL
|
INVESCO SHORT TERM TREAS ETF | buy | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 9th, 2025 |
SPY
|
SPDR S&P 500 ETF Trust | sell | $1K - $15K | Joint |
| Jan 14th, 2025 | Feb 9th, 2025 |
 EBAY
|
eBay Inc | sell | $1K - $15K | Joint |
| Jan 14th, 2025 | Feb 9th, 2025 |
 CSCO
|
Cisco Systems Inc | sell | $1K - $15K | Joint |
| Jan 14th, 2025 | Feb 9th, 2025 |
CRM
|
salesforce.com Inc | buy | $1K - $15K | Joint |
| Jan 14th, 2025 | Feb 9th, 2025 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Joint |
| Jan 14th, 2025 | Feb 9th, 2025 |
MA
|
Mastercard Inc | buy | $1K - $15K | Joint |
| Jan 14th, 2025 | Feb 9th, 2025 |
 QQQ
|
Invesco QQQ Trust Series 1 | sell | $1K - $15K | Joint |
| Dec 23rd, 2024 | Jan 14th, 2025 |
AMAT
|
Applied Materials Inc | sell | $1K - $15K | Joint |
| Nov 20th, 2024 | Dec 18th, 2024 |
VWO
|
Vanguard FTSE Emerging Markets ETF | sell | $1K - $15K | Joint |
| Nov 20th, 2024 | Dec 18th, 2024 |
SWKS
|
Skyworks Solutions Inc | sell | $1K - $15K | Joint |
| Nov 20th, 2024 | Dec 18th, 2024 |
BBEU
|
JPMORGAN BETABULDR EUROP ETF | sell | $1K - $15K | Joint |
| Nov 20th, 2024 | Dec 17th, 2024 |
AAXJ
|
iShares MSCI All Country Asia ex Japan ETF | buy | $1K - $15K | Joint |
| Nov 13th, 2024 | Dec 17th, 2024 |
SPY
|
SPDR S&P 500 ETF Trust | buy | $1K - $15K | Joint |
| Oct 9th, 2024 | Oct 18th, 2024 |
IWM
|
iShares Trust - iShares Russell 2000 ETF | sell | $1K - $15K | Joint |
| Oct 6th, 2024 | Oct 18th, 2024 |
IVV
|
iShares Core S&P 500 ETF | sell | $1K - $15K | Joint |
| Sep 26th, 2024 | Oct 18th, 2024 |
FISV
|
Fiserv Inc | sell | $1K - $15K | Joint |
| Sep 9th, 2024 | Oct 18th, 2024 |
VEA
|
Vanguard FTSE Developed Markets ETF | sell | $1K - $15K | Joint |
| Sep 9th, 2024 | Oct 18th, 2024 |
MDY
|
SPDR MidCap 400 ETF Trust | sell | $1K - $15K | Joint |
| Sep 9th, 2024 | Oct 18th, 2024 |
EFA
|
iShares MSCI EAFE ETF | sell | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
VNQI
|
Vanguard Global ex-U.S. Real Estate ETF | sell | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 | TPYP | Managed Portfolio Series Tortoise North American Pipeline Fund | sell | $15K - $50K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 | EMLP | First Trust North American Energy Infrastructure Fund | sell | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 | WWSYX | WESTWOOD QUALITY SMALLCAP FUND | sell | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
SCHP
|
Schwab US TIPS ETF | buy | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
JMBS
|
Janus Henderson Mortgage-Backed Securities ETF | buy | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
IVV
|
iShares Core S&P 500 ETF | buy | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
IEF
|
iShares 7-10 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
SHY
|
iShares 1-3 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
TLH
|
iShares 10-20 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 | CMBS | iShares CMBS ETF | buy | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
IEI
|
iShares 3-7 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
TLT
|
iShares Trust iShares 20 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
MBB
|
iShares MBS ETF | buy | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
AGZ
|
iShares Agency Bond ETF | buy | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
TBLL
|
INVESCO SHORT TERM TREAS ETF | buy | $15K - $50K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
GIGB
|
Goldman Sachs Access Investment Grade Corporate Bond ETF | buy | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
FTGC
|
FIRST TR GLOBAL TACTICAL CMD | buy | $15K - $50K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
PPLT
|
ABRDN PHYSICAL PLATIN SH ETF | buy | $1K - $15K | Joint |
| Sep 6th, 2024 | Oct 18th, 2024 |
PALL
|
ABRDN PHYSICAL PALLAD SH ETF | buy | $1K - $15K | Joint |
| Jul 26th, 2024 | Aug 6th, 2024 |
MSI
|
Motorola Solutions Inc | buy | $1K - $15K | Joint |
| Jul 26th, 2024 | Aug 6th, 2024 |
GOOGL
|
Alphabet Inc | buy | $1K - $15K | Joint |
| Jul 26th, 2024 | Aug 6th, 2024 |
LRCX
|
Lam Research Corp | sell | $1K - $15K | Joint |
| Jul 18th, 2024 | Aug 6th, 2024 |
VEA
|
Vanguard FTSE Developed Markets ETF | buy | $1K - $15K | Joint |
| Jul 18th, 2024 | Aug 6th, 2024 |
MDY
|
SPDR MidCap 400 ETF Trust | sell | $1K - $15K | Joint |
| Jul 4th, 2024 | Jul 11th, 2024 |
IVV
|
iShares Core S&P 500 ETF | sell | $1K - $15K | Joint |
| Jun 26th, 2024 | Jul 11th, 2024 |
IEF
|
iShares 7-10 Year Treasury Bond ETF | sell | $1K - $15K | Joint |
| Jun 26th, 2024 | Jul 11th, 2024 |
SHY
|
iShares 1-3 Year Treasury Bond ETF | sell | $1K - $15K | Joint |
| Jun 26th, 2024 | Jul 11th, 2024 |
SCHP
|
Schwab US TIPS ETF | buy | $1K - $15K | Joint |
| Jun 26th, 2024 | Jul 11th, 2024 |
JMBS
|
Janus Henderson Mortgage-Backed Securities ETF | buy | $1K - $15K | Joint |
| Jun 26th, 2024 | Jul 11th, 2024 |
TLH
|
iShares 10-20 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Jun 24th, 2024 | Jul 11th, 2024 | NMVZX | NUANCE MID CAP VALUE FUND | sell | $1K - $15K | Joint |
| Jun 24th, 2024 | Jul 11th, 2024 | DALCX | DEAN MID CAP VALUE FUND | buy | $1K - $15K | Joint |
| Jun 20th, 2024 | Jul 11th, 2024 |
 CMCSA
|
Comcast Corp | sell | $1K - $15K | Joint |
| Jun 20th, 2024 | Jul 11th, 2024 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Joint |
| Jun 4th, 2024 | Jul 11th, 2024 |
MDY
|
SPDR MidCap 400 ETF Trust | sell | $1K - $15K | Joint |
| Jun 4th, 2024 | Jul 11th, 2024 |
EFA
|
iShares MSCI EAFE ETF | sell | $15K - $50K | Joint |
| Jun 4th, 2024 | Jul 11th, 2024 |
VEA
|
Vanguard FTSE Developed Markets ETF | buy | $15K - $50K | Joint |
| Jun 4th, 2024 | Jul 11th, 2024 |
SPY
|
SPDR S&P 500 ETF Trust | buy | $1K - $15K | Joint |
| Jun 4th, 2024 | Jul 11th, 2024 | NMVZX | NUANCE MID CAP VALUE FUND | buy | $1K - $15K | Joint |
| Jun 4th, 2024 | Jul 11th, 2024 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity ETF | buy | $1K - $15K | Joint |
| May 31st, 2024 | Jun 5th, 2024 |
GIGB
|
Goldman Sachs Access Investment Grade Corporate Bond ETF | buy | $1K - $15K | Joint |
| May 31st, 2024 | Jun 5th, 2024 |
IVW
|
iShares S&P 500 Growth ETF | sell | $1K - $15K | Joint |
| May 31st, 2024 | Jun 5th, 2024 |
EFA
|
iShares MSCI EAFE ETF | sell | $1K - $15K | Joint |
| Apr 16th, 2024 | May 7th, 2024 | CMBS | iShares CMBS ETF | sell | $1K - $15K | Joint |
| Apr 16th, 2024 | May 7th, 2024 |
JMBS
|
Janus Henderson Mortgage-Backed Securities ETF | buy | $1K - $15K | Joint |
| Apr 11th, 2024 | May 7th, 2024 |
EFA
|
iShares MSCI EAFE ETF | sell | $15K - $50K | Joint |
| Apr 11th, 2024 | May 7th, 2024 |
SCZ
|
iShares MSCI EAFE Small-Cap ETF | buy | $15K - $50K | Joint |
| Mar 28th, 2024 | May 8th, 2024 |
 HES
|
Hess Corp | sell | $1K - $15K | Joint |
| Mar 28th, 2024 | May 8th, 2024 |
AMAT
|
Applied Materials Inc | buy | $1K - $15K | Joint |
| Feb 20th, 2024 | May 8th, 2024 |
SCHP
|
Schwab US TIPS ETF | sell | $1K - $15K | Joint |
| Feb 20th, 2024 | May 8th, 2024 |
IEF
|
iShares 7-10 Year Treasury Bond ETF | sell | $1K - $15K | Joint |
| Feb 20th, 2024 | May 8th, 2024 |
TLH
|
iShares 10-20 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Feb 20th, 2024 | May 8th, 2024 |
TLT
|
iShares Trust iShares 20 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Dec 20th, 2023 | Jan 9th, 2024 |
LRCX
|
Lam Research Corp | sell | $1K - $15K | Self |
| Dec 20th, 2023 | Jan 9th, 2024 |
PFE
|
Pfizer Inc | buy | $1K - $15K | Self |
| Dec 12th, 2023 | Jan 9th, 2024 | GBIL | Goldman Sachs AccessTreasury 0-1 Year ETF | sell | $1K - $15K | Self |
| Dec 12th, 2023 | Jan 9th, 2024 |
PPLT
|
ABRDN PHYSICAL PLATIN SH ETF | buy | $1K - $15K | Self |
| Dec 12th, 2023 | Jan 9th, 2024 |
PALL
|
ABRDN PHYSICAL PALLAD SH ETF | buy | $1K - $15K | Self |
| Nov 29th, 2023 | Dec 12th, 2023 |
TLT
|
iShares Trust iShares 20 Year Treasury Bond ETF | sell | $1K - $15K | Self |
| Nov 29th, 2023 | Dec 12th, 2023 |
SHY
|
iShares 1-3 Year Treasury Bond ETF | buy | $1K - $15K | Self |
| Nov 8th, 2023 | Dec 12th, 2023 |
TLH
|
iShares 10-20 Year Treasury Bond ETF | buy | $1K - $15K | Self |
| Nov 7th, 2023 | Dec 12th, 2023 |
SHY
|
iShares 1-3 Year Treasury Bond ETF | sell | $1K - $15K | Self |
| Nov 7th, 2023 | Dec 12th, 2023 | CMBS | iShares CMBS ETF | sell | $1K - $15K | Self |
| Nov 7th, 2023 | Dec 12th, 2023 |
AGZ
|
iShares Agency Bond ETF | sell | $1K - $15K | Self |
| Nov 7th, 2023 | Dec 12th, 2023 | GBIL | Goldman Sachs AccessTreasury 0-1 Year ETF | sell | $1K - $15K | Self |
| Nov 7th, 2023 | Dec 12th, 2023 |
GIGB
|
Goldman Sachs Access Investment Grade Corporate Bond ETF | sell | $1K - $15K | Self |
| Nov 7th, 2023 | Dec 12th, 2023 |
JMBS
|
Janus Henderson Mortgage-Backed Securities ETF | buy | $1K - $15K | Self |
| Nov 7th, 2023 | Dec 12th, 2023 |
TLT
|
iShares Trust iShares 20 Year Treasury Bond ETF | buy | $1K - $15K | Self |
| Nov 7th, 2023 | Dec 12th, 2023 |
MBB
|
iShares MBS ETF | buy | $1K - $15K | Self |
| Oct 5th, 2023 | Nov 7th, 2023 |
AES
|
The AES Corp | sell | $1K - $15K | Self |
| Aug 29th, 2023 | Sep 7th, 2023 |
 FEP
|
First Trust Europe AlphaDEX Fund | sell | $15K - $50K | Self |
| Aug 29th, 2023 | Sep 7th, 2023 |
BBEU
|
JPMORGAN BETABULDR EUROP ETF | buy | $15K - $50K | Self |
| Jul 6th, 2023 | Aug 22nd, 2023 |
IEI
|
iShares 3-7 Year Treasury Bond ETF | sell | $1K - $15K | Not Disclosed |
| Jul 6th, 2023 | Aug 22nd, 2023 |
TLT
|
iShares Trust iShares 20 Year Treasury Bond ETF | buy | $1K - $15K | Not Disclosed |
| Jun 30th, 2023 | Jul 13th, 2023 |
LRCX
|
Lam Research Corp | sell | $1K - $15K | Not Disclosed |
| Jun 29th, 2023 | Jul 13th, 2023 |
AAPL
|
Apple Inc | sell | $1K - $15K | Not Disclosed |
| Jun 29th, 2023 | Jul 13th, 2023 |
SWKS
|
Skyworks Solutions Inc | buy | $1K - $15K | Not Disclosed |
| Jun 26th, 2023 | Jul 13th, 2023 | WWGEX | THE ADVISORS INNER CIRCLE FUND WESTWOOD GLOBAL EQUITY FUND | buy | $1K - $15K | Not Disclosed |
| Jun 26th, 2023 | Jul 13th, 2023 | DBLEX | DOUBLELINE EMERGING MARKETS FIXED INCOME FUND | buy | $1K - $15K | Not Disclosed |
| Jun 26th, 2023 | Jul 13th, 2023 | EMRIX | VANECK EMERGING MARKETS FUND | buy | $15K - $50K | Not Disclosed |
| Jun 26th, 2023 | Jul 13th, 2023 | NMVZX | NUANCE MID CAP VALUE FUND | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
AAPL
|
Apple Inc | sell | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
EFA
|
iShares MSCI EAFE ETF | sell | $15K - $50K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
IVW
|
iShares S&P 500 Growth ETF | sell | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 | BSPIX | ISHARES S&P 500 INDEX FUND | sell | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
 VTI
|
Vanguard Total Stock Market ETF | sell | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
SPY
|
SPDR S&P 500 ETF Trust | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
KRE
|
SPDR S&P Regional Banking ETF | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
VEA
|
Vanguard FTSE Developed Markets ETF | buy | $15K - $50K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
FEP
|
First Trust Europe AlphaDEX Fund | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 | EMLP | First Trust North American Energy Infrastructure Fund | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
FLJP
|
FRANKLIN FTSE JAPAN ETF | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
GLOV
|
GOLDMAN SC AB W L V P EQ ETF | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
GIGB
|
Goldman Sachs Access Investment Grade Corporate Bond ETF | buy | $15K - $50K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 | GBIL | Goldman Sachs AccessTreasury 0-1 Year ETF | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
AGZ
|
iShares Agency Bond ETF | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
MBB
|
iShares MBS ETF | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
TLT
|
iShares Trust iShares 20 Year Treasury Bond ETF | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
IEI
|
iShares 3-7 Year Treasury Bond ETF | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 | CMBS | iShares CMBS ETF | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
SHY
|
iShares 1-3 Year Treasury Bond ETF | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
IEF
|
iShares 7-10 Year Treasury Bond ETF | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
IWM
|
iShares Trust - iShares Russell 2000 ETF | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
JMBS
|
Janus Henderson Mortgage-Backed Securities ETF | buy | $15K - $50K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 | TPYP | Managed Portfolio Series Tortoise North American Pipeline Fund | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
SCHP
|
Schwab US TIPS ETF | buy | $1K - $15K | Not Disclosed |
| Jun 23rd, 2023 | Jul 13th, 2023 |
MDY
|
SPDR MidCap 400 ETF Trust | buy | $1K - $15K | Not Disclosed |
| Jun 21st, 2023 | Jul 13th, 2023 |
EFA
|
iShares MSCI EAFE ETF | sell | $1K - $15K | Not Disclosed |
| Jun 21st, 2023 | Jul 13th, 2023 |
FLJP
|
FRANKLIN FTSE JAPAN ETF | buy | $1K - $15K | Not Disclosed |
| Jun 20th, 2023 | Jul 13th, 2023 |
 CXSE
|
WISDOMTREE CHINA EX-ST ENTRP | sell | $1K - $15K | Not Disclosed |
| Jun 20th, 2023 | Jul 13th, 2023 |
FLJP
|
FRANKLIN FTSE JAPAN ETF | buy | $1K - $15K | Not Disclosed |
| Jun 13th, 2023 | Jul 13th, 2023 |
GIGB
|
Goldman Sachs Access Investment Grade Corporate Bond ETF | sell | $1K - $15K | Not Disclosed |
| Jun 13th, 2023 | Jul 13th, 2023 |
TLT
|
iShares Trust iShares 20 Year Treasury Bond ETF | sell | $1K - $15K | Not Disclosed |
| Jun 13th, 2023 | Jul 13th, 2023 |
IEF
|
iShares 7-10 Year Treasury Bond ETF | sell | $1K - $15K | Not Disclosed |
| Jun 13th, 2023 | Jul 13th, 2023 |
JMBS
|
Janus Henderson Mortgage-Backed Securities ETF | sell | $15K - $50K | Not Disclosed |
| Jun 13th, 2023 | Jul 13th, 2023 |
SCHP
|
Schwab US TIPS ETF | sell | $1K - $15K | Not Disclosed |
| Jun 13th, 2023 | Jul 13th, 2023 | GBIL | Goldman Sachs AccessTreasury 0-1 Year ETF | buy | $15K - $50K | Not Disclosed |
| Jun 13th, 2023 | Jul 13th, 2023 |
MBB
|
iShares MBS ETF | buy | $15K - $50K | Not Disclosed |
| Jun 13th, 2023 | Jul 13th, 2023 |
TLH
|
iShares 10-20 Year Treasury Bond ETF | buy | $1K - $15K | Not Disclosed |
| Jun 13th, 2023 | Jul 13th, 2023 |
SHY
|
iShares 1-3 Year Treasury Bond ETF | buy | $1K - $15K | Not Disclosed |
| Apr 13th, 2023 | May 26th, 2023 | WWGEX | THE ADVISORS INNER CIRCLE FUND WESTWOOD GLOBAL EQUITY FUND | sell | $1K - $15K | Not Disclosed |
| Apr 13th, 2023 | May 26th, 2023 |
KRE
|
SPDR S&P Regional Banking ETF | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Apr 12th, 2023 |
SHY
|
iShares 1-3 Year Treasury Bond ETF | sell | $15K - $50K | Not Disclosed |
| Mar 15th, 2023 | Apr 12th, 2023 | GBIL | Goldman Sachs AccessTreasury 0-1 Year ETF | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Apr 12th, 2023 |
IEF
|
iShares 7-10 Year Treasury Bond ETF | buy | $1K - $15K | Not Disclosed |
| Mar 10th, 2023 | Apr 12th, 2023 |
LOW
|
Lowe's Cos Inc | sell | $1K - $15K | Not Disclosed |
| Mar 10th, 2023 | Apr 12th, 2023 |
AES
|
The AES Corp | buy | $1K - $15K | Not Disclosed |