| Ticker | Asset | Value |
|---|---|---|
| — | David Taylor Trust ⇒ Rental Property RP | $250k–500k |
| SWTSX | Dave's IRA @ Schwab (Abundance) ⇒ Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit MF | $100k–250k |
| APDGX | Dave's IRA @ Schwab (Abundance) ⇒ Artisan Global Value Fund Advisor Shares MF | $50k–100k |
| FNPFX | Dave's IRA @ Schwab (Abundance) ⇒ New Perspective Fund - Class F-3 MF | $50k–100k |
| VXUS | Dave's IRA @ Schwab (Abundance) ⇒ Vanguard Total International Stock ETF EF | $50k–100k |
| GOOGL | Dave's IRA @ Schwab (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock ST | $50k–100k |
| APPL | Dave's IRA @ Schwab (Home Grown) ⇒ Appell Pete Corp ST | $50k–100k |
| HD | Dave's IRA @ Schwab (Home Grown) ⇒ Home Depot, Inc. ST | $50k–100k |
| JPM | Dave's IRA @ Schwab (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock ST | $50k–100k |
| PH | Dave's IRA @ Schwab (Home Grown) ⇒ Parker-Hannifin Corporation Common Stock ST | $50k–100k |
| PG | Dave's IRA @ Schwab (Home Grown) ⇒ Procter & Gamble Company ST | $50k–100k |
| V | Dave's IRA @ Schwab (Home Grown) ⇒ Visa Inc. ST | $50k–100k |
| MSFT | David Taylor Trust ⇒ Schwab Joint Brokerage #2 - (Non- Managed) ⇒ Microsoft Corporation - Common Stock ST | $50k–100k |
| ARSIX | Dave's IRA @ Schwab (Abundance) ⇒ AMG River Road Small Cap Value Fund - Class I MF | $15k–50k |
| BEXIX | Dave's IRA @ Schwab (Abundance) ⇒ Baron Emerging Markets Fd Inst Shs MF | $15k–50k |
| CIBRX | Dave's IRA @ Schwab (Abundance) ⇒ Columbia Total Return Bond Fund Class R MF | $15k–50k |
| GSIMX | Dave's IRA @ Schwab (Abundance) ⇒ Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares MF | $15k–50k |
| GPRIX | Dave's IRA @ Schwab (Abundance) ⇒ Grandeur Peak Global Reach Fund, Institutional Class MF | $15k–50k |
| RSPF | Dave's IRA @ Schwab (Abundance) ⇒ Invesco S&P 500 Equal Weight Financial ETF EF | $15k–50k |
| PHSZX | Dave's IRA @ Schwab (Abundance) ⇒ PGIM Jennison Health Sciences Fund Class Z MF | $15k–50k |
| MOAT | Dave's IRA @ Schwab (Abundance) ⇒ VanEck Morningstar Wide Moat ETF EF | $15k–50k |
| DEW | Dave's IRA @ Schwab (Abundance) ⇒ WisdomTree Global High Dividend Fund EF | $15k–50k |
| AEP | Dave's IRA @ Schwab (Home Grown) ⇒ American Electric Power Company, Inc. ST | $15k–50k |
| AMGN | Dave's IRA @ Schwab (Home Grown) ⇒ Amgen Inc. - Common Stock ST | $15k–50k |
| T | Dave's IRA @ Schwab (Home Grown) ⇒ AT&T Inc. ST | $15k–50k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| bought child | CVX | $1k–15k | 2026-06-15 | 2026-06-30 | filing · analyze |
| bought | IBP | $1k–15k | 2026-06-15 | 2026-06-30 | filing · analyze |
| bought child | GOOGL | $1k–15k | 2026-06-05 | 2026-06-11 | filing · analyze |
| sold | AMZN | $1k–15k | 2026-06-05 | 2026-06-11 | filing · analyze |
| bought | AEP | $1k–15k | 2026-06-05 | 2026-06-11 | filing · analyze |
| bought | AMGN | $1k–15k | 2026-06-05 | 2026-06-11 | filing · analyze |
| bought | T | $1k–15k | 2026-06-05 | 2026-06-11 | filing · analyze |
| bought | KR | $1k–15k | 2026-06-05 | 2026-06-11 | filing · analyze |
| sold | LRCX | $1k–15k | 2026-06-05 | 2026-06-11 | filing · analyze |
| sold child | GOOGL | $15k–50k | 2026-05-15 | 2026-05-28 | filing · analyze |
| sold | GOOGL | $1k–15k | 2026-05-15 | 2026-05-28 | filing · analyze |
| sold | AAPL | $1k–15k | 2026-05-15 | 2026-05-28 | filing · analyze |
| sold | AAPL | $1k–15k | 2026-05-15 | 2026-05-28 | filing · analyze |
| bought | T | $1k–15k | 2026-05-15 | 2026-05-28 | filing · analyze |
| bought | T | $1k–15k | 2026-05-15 | 2026-05-28 | filing · analyze |
| bought | HD | $1k–15k | 2026-05-15 | 2026-05-28 | filing · analyze |
| bought | HD | $1k–15k | 2026-05-15 | 2026-05-28 | filing · analyze |
| bought | MEDP | $1k–15k | 2026-05-15 | 2026-05-28 | filing · analyze |
| bought | MEDP | $1k–15k | 2026-05-15 | 2026-05-28 | filing · analyze |
| bought | PH | $1k–15k | 2026-05-15 | 2026-05-28 | filing · analyze |
| bought | PH | $1k–15k | 2026-05-15 | 2026-05-28 | filing · analyze |
| sold child | AVGO | $1k–15k | 2026-04-27 | 2026-05-01 | filing · analyze |
| sold | AVGO | $1k–15k | 2026-04-27 | 2026-05-01 | filing · analyze |
| sold | HD | $1k–15k | 2026-04-27 | 2026-05-01 | filing · analyze |
| bought | HD | $1k–15k | 2026-04-27 | 2026-05-01 | filing · analyze |
| sold | LRCX | $1k–15k | 2026-04-27 | 2026-05-01 | filing · analyze |
| sold | LRCX | $1k–15k | 2026-04-27 | 2026-05-01 | filing · analyze |
| bought | PG | $1k–15k | 2026-04-27 | 2026-05-01 | filing · analyze |
| bought | PG | $1k–15k | 2026-04-27 | 2026-05-01 | filing · analyze |
| bought | PGR | $1k–15k | 2026-04-27 | 2026-05-01 | filing · analyze |
| bought | V | $1k–15k | 2026-04-27 | 2026-05-01 | filing · analyze |
| bought child | IBP | $1k–15k | 2026-03-24 | 2026-03-25 | filing · analyze |
| sold | KR | $1k–15k | 2026-03-24 | 2026-03-25 | filing · analyze |
| sold child | CVX | $1k–15k | 2026-03-12 | 2026-03-19 | filing · analyze |
| bought | HD | $1k–15k | 2026-03-12 | 2026-03-19 | filing · analyze |
| bought | IBP | $1k–15k | 2026-03-12 | 2026-03-19 | filing · analyze |
| bought | LRCX | $1k–15k | 2026-03-12 | 2026-03-19 | filing · analyze |
| bought | PH | $1k–15k | 2026-03-12 | 2026-03-19 | filing · analyze |
| bought | RPM | $1k–15k | 2026-03-12 | 2026-03-19 | filing · analyze |
| sold | CVX | $1k–15k | 2026-03-11 | 2026-03-19 | filing · analyze |
| bought | FITB | $1k–15k | 2026-03-11 | 2026-03-19 | filing · analyze |
| sold | MPC | $1k–15k | 2026-03-11 | 2026-03-19 | filing · analyze |
| sold | MPC | $1k–15k | 2026-03-11 | 2026-03-19 | filing · analyze |
| bought | RPM | $1k–15k | 2026-03-11 | 2026-03-19 | filing · analyze |
| bought child | GOOGL | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| bought | AMZN | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | AEP | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | AMGN | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | AAPL | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | T | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| bought | AVGO | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | CVX | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | ETN | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| bought | LLY | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | FITB | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | IBP | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | IBM | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | IBM | $15k–50k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | KR | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | LRCX | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | LRCX | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | MPC | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| bought | MEDP | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| bought | MSFT | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | PH | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | PH | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | PG | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | PLD | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | RPM | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | CRM | $15k–50k | 2026-02-26 | 2026-03-05 | filing · analyze |
| sold | CRM | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| bought | V | $1k–15k | 2026-02-26 | 2026-03-05 | filing · analyze |
| bought | PGR | $1k–15k | 2026-02-10 | 2026-02-17 | filing · analyze |
| bought child | AMZN | $1k–15k | 2026-02-09 | 2026-02-17 | filing · analyze |
| sold | LLY | $1k–15k | 2026-02-09 | 2026-02-17 | filing · analyze |
| bought | MSFT | $1k–15k | 2026-02-09 | 2026-02-17 | filing · analyze |
| sold | PH | $1k–15k | 2026-02-09 | 2026-02-17 | filing · analyze |
| bought | PG | $1k–15k | 2026-02-09 | 2026-02-17 | filing · analyze |
| bought | CRM | $1k–15k | 2026-02-09 | 2026-02-17 | filing · analyze |
| bought | V | $1k–15k | 2026-02-09 | 2026-02-17 | filing · analyze |
| bought | AMZN | $1k–15k | 2026-01-29 | 2026-01-30 | filing · analyze |
| sold | AMGN | $1k–15k | 2026-01-29 | 2026-01-30 | filing · analyze |
| bought | T | $1k–15k | 2026-01-29 | 2026-01-30 | filing · analyze |
| bought | AVGO | $1k–15k | 2026-01-29 | 2026-01-30 | filing · analyze |
| bought | IBP | $1k–15k | 2026-01-29 | 2026-01-30 | filing · analyze |
| bought | JPM | $1k–15k | 2026-01-29 | 2026-01-30 | filing · analyze |
| bought | MEDP | $1k–15k | 2026-01-29 | 2026-01-30 | filing · analyze |
| bought | MSFT | $1k–15k | 2026-01-29 | 2026-01-30 | filing · analyze |
| sold | PG | $1k–15k | 2026-01-29 | 2026-01-30 | filing · analyze |
| bought | PLD | $1k–15k | 2026-01-29 | 2026-01-30 | filing · analyze |
| bought | RPM | $1k–15k | 2026-01-29 | 2026-01-30 | filing · analyze |
| bought | CRM | $1k–15k | 2026-01-29 | 2026-01-30 | filing · analyze |
| sold | VRTX | $1k–15k | 2026-01-29 | 2026-01-30 | filing · analyze |
| bought | JPM | $1k–15k | 2026-01-29 | 2026-01-30 | filing · analyze |
| sold child | GOOGL | $1k–15k | 2026-01-16 | 2026-01-30 | filing · analyze |
| bought | AEP | $1k–15k | 2026-01-16 | 2026-01-30 | filing · analyze |
| bought | AMGN | $1k–15k | 2026-01-16 | 2026-01-30 | filing · analyze |
| bought | AAPL | $1k–15k | 2026-01-16 | 2026-01-30 | filing · analyze |
| sold | AVGO | $1k–15k | 2026-01-16 | 2026-01-30 | filing · analyze |
| bought | ETN | $1k–15k | 2026-01-16 | 2026-01-30 | filing · analyze |