Chuck Fleischmann(age: 63)
154
Total Trades
76
Buys
78
Sells
$6M
Est. Net Worth (2018)
$51K - $1.2M
Disclosed Trades Value
2026-01-28
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 |
|---|---|---|---|---|---|---|
 SPMB
|
STATE STREET SPDR MOT BKD BD | buy | 4 | 1 | $3K - $93K | Jan 28th, 2026 |
 MDYG
|
SPDR S&P 400 Mid Cap Growth ETF | sell | 3 | 5 | $0 - $74K | Jan 28th, 2026 |
 SPYG
|
SPDR Portfolio S&P 500 Growth ETF | buy | 5 | 1 | $0 - $73K | Oct 21st, 2025 |
 XONE
|
BONDBLOXX B O Y T D US T ETF | sell | 2 | 2 | $0 - $62K | Oct 22nd, 2024 |
| SLYG | SPDR S&P 600 Small Cap Growth ETF | sell | 2 | 4 | $0 - $60K | Apr 16th, 2025 |
 ADBE
|
Adobe Inc | buy | 1 | 0 | $15K - $50K | Jan 28th, 2025 |
| LCGFX | WILLIAM BLAIR LARGE CAP GROWTH FUND | buy | 1 | 0 | $15K - $50K | Jul 8th, 2024 |
 SPYV
|
SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF | buy | 3 | 2 | $0 - $42K | Jan 28th, 2026 |
 TLH
|
iShares 10-20 Year Treasury Bond ETF | buy | 4 | 3 | $0 - $42K | Jan 28th, 2026 |
 XMHQ
|
INVESCO S&P MDCP QUALITY ETF | sell | 3 | 3 | $0 - $41K | Apr 16th, 2025 |
| SPDW | SPDR Portfolio Developed World ex-US ETF | buy | 4 | 4 | $0 - $41K | Oct 21st, 2025 |
 HYBB
|
ISHARES BB RAT CORP BOND ETF | buy | 3 | 4 | $0 - $40K | Oct 21st, 2025 |
 IEUR
|
iShares Core MSCI Europe ETF | buy | 2 | 0 | $2K - $30K | Oct 21st, 2025 |
 IEI
|
iShares 3-7 Year Treasury Bond ETF | sell | 2 | 1 | $0 - $28K | Jul 17th, 2025 |
 FLJP
|
FRANKLIN FTSE JAPAN ETF | sell | 2 | 3 | $0 - $26K | Jan 28th, 2025 |
 GLDM
|
SPDR GOLD MINISHARES TR | sell | 2 | 6 | $0 - $23K | Jan 28th, 2026 |
 PICK
|
ISHARES MSCI GBL METLS & MNG | buy | 1 | 0 | $1K - $15K | Jan 28th, 2026 |
 GDX
|
VanEck Vectors ETF Trust VanEck Vectors Gold Miners ETF | buy | 1 | 0 | $1K - $15K | Jan 28th, 2026 |
 AVDV
|
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | buy | 1 | 0 | $1K - $15K | Jul 17th, 2025 |
 SDY
|
SPDR S&P Dividend ETF | buy | 1 | 0 | $1K - $15K | Apr 16th, 2025 |
 TSCO
|
Tractor Supply Co | buy | 1 | 0 | $1K - $15K | Apr 16th, 2025 |
| IBUY | Amplify Online Retail ETF | buy | 1 | 0 | $1K - $15K | Jan 28th, 2025 |
 VZ
|
Verizon Communications Inc | buy | 1 | 0 | $1K - $15K | Jan 28th, 2025 |
 SNOW
|
Snowflake Inc | buy | 1 | 0 | $1K - $15K | Jul 9th, 2024 |
| IBDP | iShares iBonds Dec 2024 Term Corporate ETF | buy | 1 | 0 | $1K - $15K | Jan 26th, 2024 |
 XLI
|
The Industrial Select Sector SPDR Fund | buy | 1 | 0 | $1K - $15K | Jan 26th, 2024 |
 VCLT
|
Vanguard Scottsdale Funds Vanguard Long-Term Corporate Bond ETF | buy | 1 | 0 | $1K - $15K | Jan 26th, 2024 |
 VCSH
|
Vanguard Scottsdale Funds Vanguard Short-Term Corporate Bond ETF | buy | 1 | 0 | $1K - $15K | Oct 20th, 2023 |
| FINX | Global X FinTech ETF | buy | 1 | 0 | $1K - $15K | Oct 20th, 2023 |
 GRMN
|
Garmin Ltd | buy | 1 | 0 | $1K - $15K | Apr 10th, 2023 |
 PNFP
|
Pinnacle Financial Partners Inc | buy | 1 | 0 | $1K - $15K | Apr 10th, 2023 |
 MMM
|
3M Co | buy | 1 | 0 | $1K - $15K | Apr 10th, 2023 |
 REGL
|
Proshares Trust - ProShares S&P MidCap 400 Dividend Aristocrats ETF | sell | 1 | 1 | $0 - $13K | Jan 28th, 2026 |
 FXF
|
INVESCO CURRENCYSHARES SWISS FRANC TRUST | sell | 1 | 1 | $0 - $13K | Jul 17th, 2025 |
 XLP
|
The Consumer Staples Select Sector SPDR Fund | sell | 1 | 1 | $0 - $13K | Jul 17th, 2025 |
 URA
|
Global X Uranium ETF | sell | 1 | 1 | $0 - $13K | Apr 16th, 2025 |
| XSHQ | INVESCO S&P SMALLCAP QUALITY ETF | sell | 1 | 1 | $0 - $13K | Apr 16th, 2025 |
 SPY
|
SPDR S&P 500 ETF Trust | sell | 1 | 1 | $0 - $13K | Apr 16th, 2025 |
| SLYV | SPDR S&P 600 Small Cap Value ETF | sell | 1 | 1 | $0 - $13K | Apr 16th, 2025 |
| SPHY | SPDR PORTFOLIO HGH YD BD ETF | sell | 1 | 1 | $0 - $13K | Apr 16th, 2025 |
 TROW
|
T. Rowe Price Group Inc | sell | 1 | 1 | $0 - $13K | Apr 16th, 2025 |
 PDBC
|
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | buy | 1 | 1 | $0 - $13K | Oct 20th, 2023 |
 ZROZ
|
PIMCO 25 YR ZERO CPN US ETF | sell | 1 | 2 | $0 - $12K | Apr 16th, 2025 |
 CALF
|
PACER US SM CP CSH COWS ETF | sell | 2 | 3 | $0 - $12K | Jul 16th, 2024 |
| IGSB | iShares 1-5 Year Investment Grade Corp Bond ETF | sell | 1 | 3 | $0 - $11K | Jan 28th, 2025 |
| MDYV | SPDR S&P 400 Mid Cap Value ETF | sell | 1 | 5 | $0 - $9K | Jan 28th, 2026 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Jan 28th, 2026 | Feb 10th, 2026 |
TLH
|
iShares 10-20 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Jan 28th, 2026 | Feb 10th, 2026 |
PICK
|
ISHARES MSCI GBL METLS & MNG | buy | $1K - $15K | Joint |
| Jan 28th, 2026 | Feb 10th, 2026 |
REGL
|
Proshares Trust - ProShares S&P MidCap 400 Dividend Aristocrats ETF | sell | $1K - $15K | Joint |
| Jan 28th, 2026 | Feb 10th, 2026 |
SPMB
|
STATE STREET SPDR MOT BKD BD | buy | $1K - $15K | Joint |
| Jan 28th, 2026 | Feb 10th, 2026 |
SPYV
|
SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF | buy | $1K - $15K | Joint |
| Jan 28th, 2026 | Feb 10th, 2026 |
MDYG
|
SPDR S&P 400 Mid Cap Growth ETF | sell | $1K - $15K | Joint |
| Jan 28th, 2026 | Feb 10th, 2026 | MDYV | SPDR S&P 400 Mid Cap Value ETF | sell | $1K - $15K | Joint |
| Jan 28th, 2026 | Feb 10th, 2026 |
GDX
|
VanEck Vectors ETF Trust VanEck Vectors Gold Miners ETF | buy | $1K - $15K | Joint |
| Jan 28th, 2026 | Feb 10th, 2026 |
GLDM
|
SPDR GOLD MINISHARES TR | sell | $1K - $15K | Joint |
| Oct 21st, 2025 | Nov 20th, 2025 |
SPYG
|
SPDR Portfolio S&P 500 Growth ETF | buy | $1K - $15K | Joint |
| Oct 21st, 2025 | Nov 20th, 2025 |
 MDY
|
SPDR MidCap 400 ETF Trust | sell | $1K - $15K | Joint |
| Oct 21st, 2025 | Nov 20th, 2025 |
MDY
|
SPDR MidCap 400 ETF Trust | sell | $1K - $15K | Joint |
| Oct 21st, 2025 | Nov 20th, 2025 |
GLDM
|
SPDR GOLD MINISHARES TR | sell | $1K - $15K | Joint |
| Oct 21st, 2025 | Nov 20th, 2025 | — | AMERICAN CENTURY ETF TRUST - AVANTIS CORE FIXED INCOME FUND | buy | $1K - $15K | Joint |
| Oct 21st, 2025 | Nov 20th, 2025 |
TLH
|
iShares 10-20 Year Treasury Bond ETF | sell | $1K - $15K | Joint |
| Oct 21st, 2025 | Nov 20th, 2025 |
IEUR
|
iShares Core MSCI Europe ETF | buy | $1K - $15K | Joint |
| Oct 21st, 2025 | Nov 20th, 2025 |
HYBB
|
ISHARES BB RAT CORP BOND ETF | buy | $1K - $15K | Joint |
| Oct 21st, 2025 | Nov 20th, 2025 | — | PROSHARES SHORT MIDCAP400 | sell | $1K - $15K | Joint |
| Oct 21st, 2025 | Nov 20th, 2025 | SPDW | SPDR Portfolio Developed World ex-US ETF | buy | $1K - $15K | Joint |
| Jul 17th, 2025 | Aug 19th, 2025 |
AVDV
|
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | buy | $1K - $15K | Joint |
| Jul 17th, 2025 | Aug 19th, 2025 |
FXF
|
INVESCO CURRENCYSHARES SWISS FRANC TRUST | sell | $1K - $15K | Joint |
| Jul 17th, 2025 | Aug 19th, 2025 |
TLH
|
iShares 10-20 Year Treasury Bond ETF | sell | $1K - $15K | Joint |
| Jul 17th, 2025 | Aug 19th, 2025 |
IEI
|
iShares 3-7 Year Treasury Bond ETF | sell | $1K - $15K | Joint |
| Jul 17th, 2025 | Aug 19th, 2025 |
IEUR
|
iShares Core MSCI Europe ETF | buy | $1K - $15K | Joint |
| Jul 17th, 2025 | Aug 19th, 2025 |
HYBB
|
ISHARES BB RAT CORP BOND ETF | buy | $1K - $15K | Joint |
| Jul 17th, 2025 | Aug 19th, 2025 | SPDW | SPDR Portfolio Developed World ex-US ETF | buy | $1K - $15K | Joint |
| Jul 17th, 2025 | Aug 19th, 2025 |
SPMB
|
STATE STREET SPDR MOT BKD BD | sell | $1K - $15K | Joint |
| Jul 17th, 2025 | Aug 19th, 2025 |
SPYG
|
SPDR Portfolio S&P 500 Growth ETF | buy | $1K - $15K | Joint |
| Jul 17th, 2025 | Aug 19th, 2025 |
MDYG
|
SPDR S&P 400 Mid Cap Growth ETF | buy | $1K - $15K | Joint |
| Jul 17th, 2025 | Aug 19th, 2025 | MDYV | SPDR S&P 400 MID CAP VALUE ETF | sell | $1K - $15K | Joint |
| Jul 17th, 2025 | Aug 19th, 2025 |
XLP
|
The Consumer Staples Select Sector SPDR Fund | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
 HACK
|
ETF Managers Trust - ETFMG Prime Cyber Security ETF | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
URA
|
Global X Uranium ETF | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 | — | GLOBAL X DEFENSE TECH ETF | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
XMHQ
|
INVESCO S&P MDCP QUALITY ETF | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 | XSHQ | INVESCO S&P SMALLCAP QUALITY ETF | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
FXF
|
INVESCO CURRENCYSHARES SWISS FRANC TRUST | buy | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
TLH
|
iShares 10-20 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
IEI
|
iShares 3-7 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
HYBB
|
ISHARES BB RAT CORP BOND ETF | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
ZROZ
|
PIMCO 25 YR ZERO CPN US ETF | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
REGL
|
Proshares Trust - ProShares S&P MidCap 400 Dividend Aristocrats ETF | buy | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
SPY
|
SPDR S&P 500 ETF Trust | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 | SPDW | SPDR Portfolio Developed World ex-US ETF | buy | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 | SLYG | SPDR S&P 600 Small Cap Growth ETF | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 | SLYV | SPDR S&P 600 Small Cap Value ETF | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
SPMB
|
STATE STREET SPDR MOT BKD BD | buy | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
SPYG
|
SPDR Portfolio S&P 500 Growth ETF | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
SPYV
|
SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF | buy | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
SDY
|
SPDR S&P Dividend ETF | buy | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
MDYG
|
SPDR S&P 400 Mid Cap Growth ETF | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 | MDYV | SPDR S&P 400 Mid Cap Value ETF | buy | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 | SPHY | SPDR PORTFOLIO HGH YD BD ETF | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
XLP
|
The Consumer Staples Select Sector SPDR Fund | buy | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
GLDM
|
SPDR GOLD MINISHARES TR | buy | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
TROW
|
T. Rowe Price Group Inc | sell | $1K - $15K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
TSCO
|
Tractor Supply Co | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 | IBUY | Amplify Online Retail ETF | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 |
FLJP
|
FRANKLIN FTSE JAPAN ETF | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 |
URA
|
Global X Uranium ETF | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 | — | GLOBAL X DEFENSE TECH ETF | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 | IGSB | iShares 1-5 Year Investment Grade Corp Bond ETF | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 |
TLH
|
iShares 10-20 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 |
 ITA
|
iShares U.S. Aerospace & Defense ETF | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 |
ZROZ
|
PIMCO 25 YR ZERO CPN US ETF | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 |
SPY
|
SPDR S&P 500 ETF Trust | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 | SPDW | SPDR Portfolio Developed World ex-US ETF | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 | SLYG | SPDR S&P 600 Small Cap Growth ETF | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 | SLYV | SPDR S&P 600 Small Cap Value ETF | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 |
SPMB
|
STATE STREET SPDR MOT BKD BD | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 |
SPYG
|
SPDR Portfolio S&P 500 Growth ETF | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 |
SPYV
|
SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 |
MDYG
|
SPDR S&P 400 Mid Cap Growth ETF | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 |
 XLE
|
The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 |
GLDM
|
SPDR GOLD MINISHARES TR | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 |
ADBE
|
Adobe Inc | buy | $15K - $50K | Joint |
| Jan 28th, 2025 | Feb 14th, 2025 |
VZ
|
Verizon Communications Inc | buy | $1K - $15K | Joint |
| Oct 22nd, 2024 | Nov 14th, 2024 |
FLJP
|
FRANKLIN FTSE JAPAN ETF | sell | $1K - $15K | Joint |
| Oct 22nd, 2024 | Nov 14th, 2024 |
 SHY
|
iShares 1-3 Year Treasury Bond ETF | sell | $15K - $50K | Joint |
| Oct 22nd, 2024 | Nov 14th, 2024 | IGSB | iShares 1-5 Year Investment Grade Corp Bond ETF | sell | $1K - $15K | Joint |
| Oct 22nd, 2024 | Nov 14th, 2024 |
IEI
|
iShares 3-7 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Oct 22nd, 2024 | Nov 14th, 2024 |
ZROZ
|
PIMCO 25 YR ZERO CPN US ETF | buy | $1K - $15K | Joint |
| Oct 22nd, 2024 | Nov 14th, 2024 | SPDW | SPDR Portfolio Developed World ex-US ETF | sell | $1K - $15K | Joint |
| Oct 22nd, 2024 | Nov 14th, 2024 |
SPMB
|
STATE STREET SPDR MOT BKD BD | buy | $15K - $50K | Joint |
| Oct 22nd, 2024 | Nov 14th, 2024 |
GLDM
|
SPDR GOLD MINISHARES TR | sell | $1K - $15K | Joint |
| Oct 22nd, 2024 | Nov 14th, 2024 |
XONE
|
BONDBLOXX B O Y T D US T ETF | sell | $1K - $15K | Joint |
| Jul 16th, 2024 | Aug 19th, 2024 |
XONE
|
BONDBLOXX B O Y T D US T ETF | buy | $1K - $15K | Joint |
| Jul 16th, 2024 | Aug 19th, 2024 |
XMHQ
|
INVESCO S&P MDCP QUALITY ETF | buy | $1K - $15K | Joint |
| Jul 16th, 2024 | Aug 19th, 2024 | XSHQ | INVESCO S&P SMALLCAP QUALITY ETF | buy | $1K - $15K | Joint |
| Jul 16th, 2024 | Aug 19th, 2024 | IGSB | iShares 1-5 Year Investment Grade Corp Bond ETF | sell | $1K - $15K | Joint |
| Jul 16th, 2024 | Aug 19th, 2024 |
HYBB
|
ISHARES BB RAT CORP BOND ETF | sell | $1K - $15K | Joint |
| Jul 16th, 2024 | Aug 19th, 2024 |
CALF
|
PACER US SM CP CSH COWS ETF | sell | $15K - $50K | Joint |
| Jul 16th, 2024 | Aug 19th, 2024 | SLYG | SPDR S&P 600 Small Cap Growth ETF | sell | $1K - $15K | Joint |
| Jul 16th, 2024 | Aug 19th, 2024 |
SPYG
|
SPDR Portfolio S&P 500 Growth ETF | buy | $1K - $15K | Joint |
| Jul 16th, 2024 | Aug 19th, 2024 |
SPYV
|
SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF | sell | $1K - $15K | Joint |
| Jul 16th, 2024 | Aug 19th, 2024 |
MDYG
|
SPDR S&P 400 Mid Cap Growth ETF | buy | $15K - $50K | Joint |
| Jul 16th, 2024 | Aug 19th, 2024 | SPHY | SPDR PORTFOLIO HGH YD BD ETF | buy | $1K - $15K | Joint |
| Jul 9th, 2024 | Aug 19th, 2024 |
 DOCU
|
DocuSign Inc | sell | $1K - $15K | Joint |
| Jul 9th, 2024 | Aug 19th, 2024 |
SNOW
|
Snowflake Inc | buy | $1K - $15K | Joint |
| Jul 8th, 2024 | Aug 19th, 2024 | LCGFX | WILLIAM BLAIR LARGE CAP GROWTH FUND | buy | $15K - $50K | Joint |
| Jul 8th, 2024 | Aug 19th, 2024 |
 SOLV
|
SOLVENTUM CORP | sell | $1K - $15K | Joint |
| Apr 25th, 2024 | May 17th, 2024 |
FLJP
|
FRANKLIN FTSE JAPAN ETF | buy | $1K - $15K | Joint |
| Apr 25th, 2024 | May 17th, 2024 |
XMHQ
|
INVESCO S&P MDCP QUALITY ETF | sell | $1K - $15K | Joint |
| Apr 25th, 2024 | May 17th, 2024 |
SHY
|
iShares 1-3 Year Treasury Bond ETF | sell | $1K - $15K | Joint |
| Apr 25th, 2024 | May 17th, 2024 | IGSB | iShares 1-5 Year Investment Grade Corp Bond ETF | buy | $1K - $15K | Joint |
| Apr 25th, 2024 | May 17th, 2024 |
HYBB
|
ISHARES BB RAT CORP BOND ETF | buy | $1K - $15K | Joint |
| Apr 25th, 2024 | May 17th, 2024 |
CALF
|
PACER US SM CP CSH COWS ETF | buy | $1K - $15K | Joint |
| Apr 25th, 2024 | May 17th, 2024 | SPDW | SPDR Portfolio Developed World ex-US ETF | buy | $1K - $15K | Joint |
| Apr 25th, 2024 | May 17th, 2024 |
MDYG
|
SPDR S&P 400 Mid Cap Growth ETF | sell | $1K - $15K | Joint |
| Apr 25th, 2024 | May 17th, 2024 | MDYV | SPDR S&P 400 Mid Cap Value ETF | sell | $1K - $15K | Joint |
| Apr 25th, 2024 | May 17th, 2024 |
GLDM
|
SPDR GOLD MINISHARES TR | sell | $1K - $15K | Joint |
| Jan 26th, 2024 | Feb 13th, 2024 |
SPYG
|
SPDR Portfolio S&P 500 Growth ETF | buy | $1K - $15K | Joint |
| Jan 26th, 2024 | Feb 13th, 2024 |
SPYV
|
SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF | sell | $1K - $15K | Joint |
| Jan 26th, 2024 | Feb 13th, 2024 |
TLH
|
iShares 10-20 Year Treasury Bond ETF | sell | $15K - $50K | Joint |
| Jan 26th, 2024 | Feb 13th, 2024 | IBDP | iShares iBonds Dec 2024 Term Corporate ETF | buy | $1K - $15K | Joint |
| Jan 26th, 2024 | Feb 13th, 2024 |
HYBB
|
ISHARES BB RAT CORP BOND ETF | sell | $1K - $15K | Joint |
| Jan 26th, 2024 | Feb 13th, 2024 |
CALF
|
PACER US SM CP CSH COWS ETF | sell | $1K - $15K | Joint |
| Jan 26th, 2024 | Feb 13th, 2024 | SLYG | SPDR S&P 600 Small Cap Growth ETF | buy | $15K - $50K | Joint |
| Jan 26th, 2024 | Feb 13th, 2024 |
 XME
|
SPDR S&P Metals & Mining ETF | sell | $1K - $15K | Joint |
| Jan 26th, 2024 | Feb 13th, 2024 |
XLI
|
The Industrial Select Sector SPDR Fund | buy | $1K - $15K | Joint |
| Jan 26th, 2024 | Feb 13th, 2024 |
VCLT
|
Vanguard Scottsdale Funds Vanguard Long-Term Corporate Bond ETF | buy | $1K - $15K | Joint |
| Jan 26th, 2024 | Feb 13th, 2024 |
GLDM
|
SPDR GOLD MINISHARES TR | buy | $1K - $15K | Joint |
| Oct 20th, 2023 | Nov 21st, 2023 |
PDBC
|
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | buy | $1K - $15K | Joint |
| Oct 20th, 2023 | Nov 21st, 2023 |
GLDM
|
SPDR GOLD MINISHARES TR | sell | $1K - $15K | Joint |
| Oct 20th, 2023 | Nov 21st, 2023 |
VCSH
|
Vanguard Scottsdale Funds Vanguard Short-Term Corporate Bond ETF | buy | $1K - $15K | Joint |
| Oct 20th, 2023 | Nov 21st, 2023 | MDYV | SPDR S&P 400 Mid Cap Value ETF | sell | $1K - $15K | Joint |
| Oct 20th, 2023 | Nov 21st, 2023 |
MDYG
|
SPDR S&P 400 Mid Cap Growth ETF | sell | $1K - $15K | Joint |
| Oct 20th, 2023 | Nov 21st, 2023 | SLYG | SPDR S&P 600 Small Cap Growth ETF | buy | $1K - $15K | Joint |
| Oct 20th, 2023 | Nov 21st, 2023 | SPDW | SPDR Portfolio Developed World ex-US ETF | sell | $15K - $50K | Joint |
| Oct 20th, 2023 | Nov 21st, 2023 |
CALF
|
PACER US SM CP CSH COWS ETF | buy | $1K - $15K | Joint |
| Oct 20th, 2023 | Nov 21st, 2023 |
TLH
|
iShares 10-20 Year Treasury Bond ETF | buy | $1K - $15K | Joint |
| Oct 20th, 2023 | Nov 21st, 2023 |
XMHQ
|
INVESCO S&P MDCP QUALITY ETF | buy | $1K - $15K | Joint |
| Oct 20th, 2023 | Nov 21st, 2023 | FINX | Global X FinTech ETF | buy | $1K - $15K | Joint |
| Oct 20th, 2023 | Nov 21st, 2023 |
FLJP
|
FRANKLIN FTSE JAPAN ETF | sell | $1K - $15K | Joint |
| Oct 20th, 2023 | Nov 21st, 2023 |
XONE
|
BONDBLOXX B O Y T D US T ETF | sell | $1K - $15K | Joint |
| Jul 21st, 2023 | Aug 16th, 2023 |
XONE
|
BONDBLOXX B O Y T D US T ETF | buy | $15K - $50K | Joint |
| Jul 21st, 2023 | Aug 16th, 2023 |
FLJP
|
FRANKLIN FTSE JAPAN ETF | buy | $1K - $15K | Joint |
| Jul 21st, 2023 | Aug 16th, 2023 |
XMHQ
|
INVESCO S&P MDCP QUALITY ETF | sell | $1K - $15K | Joint |
| Jul 21st, 2023 | Aug 16th, 2023 |
SHY
|
iShares 1-3 Year Treasury Bond ETF | sell | $15K - $50K | Joint |
| Jul 21st, 2023 | Aug 16th, 2023 | SPDW | SPDR Portfolio Developed World ex-US ETF | sell | $1K - $15K | Joint |
| Apr 26th, 2023 | May 15th, 2023 |
PDBC
|
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | sell | $1K - $15K | Joint |
| Apr 26th, 2023 | May 15th, 2023 |
XMHQ
|
INVESCO S&P MDCP QUALITY ETF | buy | $1K - $15K | Joint |
| Apr 26th, 2023 | May 15th, 2023 |
HYBB
|
ISHARES BB RAT CORP BOND ETF | sell | $1K - $15K | Joint |
| Apr 26th, 2023 | May 15th, 2023 |
CALF
|
PACER US SM CP CSH COWS ETF | sell | $1K - $15K | Joint |
| Apr 26th, 2023 | May 15th, 2023 | SLYG | SPDR S&P 600 Small Cap Growth ETF | sell | $1K - $15K | Joint |
| Apr 26th, 2023 | May 15th, 2023 |
MDYG
|
SPDR S&P 400 Mid Cap Growth ETF | buy | $1K - $15K | Joint |
| Apr 26th, 2023 | May 15th, 2023 | MDYV | SPDR S&P 400 Mid Cap Value ETF | sell | $1K - $15K | Joint |
| Apr 10th, 2023 | May 15th, 2023 |
GRMN
|
Garmin Ltd | buy | $1K - $15K | Not Disclosed |
| Apr 10th, 2023 | May 15th, 2023 |
 DKNG
|
DraftKings Inc | sell | $1K - $15K | Not Disclosed |
| Apr 10th, 2023 | May 15th, 2023 |
PNFP
|
Pinnacle Financial Partners Inc | buy | $1K - $15K | Not Disclosed |
| Apr 10th, 2023 | May 15th, 2023 |
TROW
|
T. Rowe Price Group Inc | buy | $1K - $15K | Not Disclosed |
| Apr 10th, 2023 | May 15th, 2023 | TCEHY | Tencent Holdings LTD | sell | $1K - $15K | Not Disclosed |
| Apr 10th, 2023 | May 15th, 2023 |
MMM
|
3M Co | buy | $1K - $15K | Not Disclosed |
| Apr 10th, 2023 | May 15th, 2023 |
 UPWK
|
Upwork Inc | sell | $1K - $15K | Not Disclosed |