Transactions
85
Total transactions associated with this filer
Disclosed purchases
91
$47.0K – $355.0K
Average modeled return
+66.3%
33 modeled purchases
Average vs. S&P 500
-51.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| VLUE | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP iShares MSCI USA Value Factor ETF (VLUE) | Oct 9, 2020 | Sep 18, 2026 | +201.3% | +88.9% | +112.5% |
| MSFT | g fedcF IlINg S TATuS : New S ubHOldINg O F : Rollover IRA SP Microsoft Corporation (MSFT) | Dec 31, 2019 | Sep 21, 2026 | +234.5% | +164.1% | +70.4% |
| VOO | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA SP Vanguard S&P 500 ETF (VOO) | Oct 16, 2020 | Sep 18, 2026 | +138.8% | +88.9% | +49.9% |
| JPM | g fedcF IlINg S TATuS : New S ubHOldINg O F : Rollover IRA SP JP Morgan Chase & Co. (JPM) | Dec 31, 2019 | Sep 21, 2026 | +202.1% | +164.1% | +38.0% |
| FLQL | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA SP Franklin LibertyQ U.S. Equi ty ETF(FLQL) | Oct 16, 2020 | Oct 8, 2024 | +73.1% | +38.9% | +34.2% |
| WMT | g fedcF IlINg S TATuS : New S ubHOldINg O F : Rollover IRA SP Walmart Inc. (WMT) | Dec 31, 2019 | Sep 21, 2026 | +197.1% | +164.1% | +33.0% |
| MALRX | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP Blackrock Advantage Large Cap - MALRX | Oct 9, 2020 | Oct 1, 2024 | +70.5% | +37.8% | +32.7% |
| USMV | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP iShares MSCI USA Min Vol Factor ETF (USMV) | Oct 9, 2020 | Oct 1, 2024 | +48.2% | +37.8% | +10.4% |
| IVV | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP iShares Core S&P 500 ETF (IVV) | Oct 9, 2020 | Sep 21, 2026 | +142.5% | +141.6% | +0.9% |
| IHI | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP iShares U.S. Medical De vices ETF(IHI) | Oct 9, 2020 | Oct 1, 2024 | +14.6% | +37.8% | -23.2% |
| VWO | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA SP Vanguard FTSE Emerging M arketsETF (VWO) | Oct 16, 2020 | Sep 18, 2026 | +59.0% | +88.9% | -29.8% |
| PMUPX | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account L OCATION : US D ESCRIPTION : PIMIX SP Pimco Municipal Bond Fund -PMUPX | Oct 9, 2020 | Oct 1, 2024 | +6.8% | +37.8% | -31.0% |
| MADCX | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP Blackrock Emerging Markets Fund- MADCX | Oct 9, 2020 | Oct 1, 2024 | +6.1% | +37.8% | -31.7% |
| VEA | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : TDADX SP Vanguard FTSE Developed Markets ETF (VEA) | Oct 16, 2020 | Sep 21, 2026 | +108.0% | +141.3% | -33.3% |
| MANLX | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account L OCATION : US D ESCRIPTION : MAYHX SP Blackrock National Municipal Fund - MANLX | Oct 9, 2020 | Oct 1, 2024 | +3.5% | +37.8% | -34.3% |
| XSOE | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP WisdomTree Emerging Markets Ex-State Owned Enterprises Fund(XSOE) | Oct 9, 2020 | Oct 1, 2024 | +1.6% | +37.8% | -36.2% |
| IJR | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP iShares Core S&P Small-Cap ETF (IJR) | Oct 9, 2020 | Sep 21, 2026 | +100.7% | +141.6% | -40.9% |
| FLCO | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : FNgZX SP Franklin Liberty In vestment gradeCorporate ETF (FLCO) | Oct 16, 2020 | Oct 8, 2024 | -5.2% | +38.9% | -44.1% |
| IEFA | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP iShares Core MSCI EAFE ETF (IEFA) | Oct 9, 2020 | Sep 21, 2026 | +92.0% | +141.6% | -49.6% |
| ROST | g fedcF IlINg S TATuS : New S ubHOldINg O F : Rollover IRA SP Ross Stores, Inc. (ROST) | Dec 31, 2019 | Sep 21, 2026 | +112.3% | +164.1% | -51.8% |
| TMO | g fedcF IlINg S TATuS : New S ubHOldINg O F : Rollover IRA SP Thermo Fisher Scientific Inc(TMO) | Dec 31, 2019 | Sep 21, 2026 | +106.0% | +164.1% | -58.1% |
| V | g fedcF IlINg S TATuS : New S ubHOldINg O F : Rollover IRA SP Visa Inc. (V) | Dec 31, 2019 | Sep 21, 2026 | +105.6% | +164.1% | -58.5% |
| SYY | g fedcF IlINg S TATuS : New S ubHOldINg O F : Rollover IRA ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP Sysco Corporation (SYY) | Dec 31, 2019 | Sep 18, 2026 | +10.8% | +88.9% | -78.0% |
| SHW | g fedcF IlINg S TATuS : New S ubHOldINg O F : Rollover IRA SP Sherwin-Williams Company (SHW) | Dec 31, 2019 | Sep 21, 2026 | +76.2% | +164.1% | -87.9% |
| MCHP | g fedcF IlINg S TATuS : New S ubHOldINg O F : Rollover IRA SP Microchip Technology Incorporated (MCHP) | Dec 31, 2019 | Sep 21, 2026 | +61.8% | +164.1% | -102.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 4 · 85 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| MFC | Manulife Financial Corporation (MFC) | Apr 5, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| PBCT | F S : New People's United Financial, Inc. (PBCT) | Mar 3, 2022 | Sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP Apple Inc. (AAPL) | Oct 16, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| VEA | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : TDADX SP Vanguard FTSE Developed Markets ETF (VEA) | Oct 16, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| SPTM | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : PIMIX SP SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) | Oct 16, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| VWO | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA SP Vanguard FTSE Emerging M arketsETF (VWO) | Oct 16, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FLQL | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA SP Franklin LibertyQ U.S. Equi ty ETF(FLQL) | Oct 16, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| FLCO | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : FNgZX SP Franklin Liberty In vestment gradeCorporate ETF (FLCO) | Oct 16, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| VOO | g fedcF ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA SP Vanguard S&P 500 ETF (VOO) | Oct 16, 2020 | Purchase | $15.0K – $50.0K | Filing ↗ |
| XSOE | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP WisdomTree Emerging Markets Ex-State Owned Enterprises Fund(XSOE) | Oct 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| VLUE | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP iShares MSCI USA Value Factor ETF (VLUE) | Oct 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MANLX | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account L OCATION : US D ESCRIPTION : MAYHX SP Blackrock National Municipal Fund - MANLX | Oct 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IEF | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP iShares 7-10 Year Treasury Bo ndETF (IEF) | Oct 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IEFA | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP iShares Core MSCI EAFE ETF (IEFA) | Oct 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| USMV | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP iShares MSCI USA Min Vol Factor ETF (USMV) | Oct 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| DIV | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP global X Super Dividend ETF (DIV) | Oct 9, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| PMUPX | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account L OCATION : US D ESCRIPTION : PIMIX SP Pimco Municipal Bond Fund -PMUPX | Oct 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IVV | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP iShares Core S&P 500 ETF (IVV) | Oct 9, 2020 | Purchase | $15.0K – $50.0K | Filing ↗ |
| MADCX | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP Blackrock Emerging Markets Fund- MADCX | Oct 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MALRX | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP Blackrock Advantage Large Cap - MALRX | Oct 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BABA | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Alibaba group Holding L imitedAmerican Depositary Sh ares eachrepresenting eight Ordinary share (BABA) | Oct 9, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| MAYHX | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account L OCATION : US Filing ID #20017600 D ESCRIPTION : MADCX SP Blackrock High Yield Mu nicipalFund - MAYHX | Oct 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IJR | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP iShares Core S&P Small-Cap ETF (IJR) | Oct 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IHI | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account SP iShares U.S. Medical De vices ETF(IHI) | Oct 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TLT | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Inherited Brokerage Account L OCATION : US D ESCRIPTION : HgIIX SP iShares 20+ Year Treasury Bo ndETF (TLT) | Oct 9, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076814 | 91 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.