| Fed Home Loan Bonds (JOINT) |
Government |
Stocks, Bonds or Mutual Funds |
$150,000 - $250,000 |
| State of Hawaii Bonds (JOINT) |
Government |
Stocks, Bonds or Mutual Funds |
$250,000 - $500,000 |
| City and County of Honolulu Bonds (JOINT) |
Government |
Stocks, Bonds or Mutual Funds |
$500,000 - $750,000 |
| ALPS I O'SHARES US QUALITY D (JOINT) |
Mutual Fund |
Stocks, Bonds or Mutual Funds |
$150,000 - $250,000 |
| GOLDMAN ACTIVEBETA US LC ETF (JOINT) |
Mutual Fund |
Stocks, Bonds or Mutual Funds |
$100,000 - $150,000 |
| INVESCO (JOINT) |
Mutual Fund |
Stocks, Bonds or Mutual Funds |
$250,000 - $500,000 |
| ISHARES (JOINT) |
Mutual Fund |
Stocks, Bonds or Mutual Funds |
$750,000 - $1,000,000 |
| JPMORGAN BETABUILDERS MSCI U.S (JOINT) |
Mutual Fund |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| PIMCO INTERMEDIATE MUN BND EXC (JOINT) |
Mutual Fund |
Stocks, Bonds or Mutual Funds |
$250,000 - $500,000 |
| PROSHARES TR S&P 500 DV ARIST (JOINT) |
Mutual Fund |
Stocks, Bonds or Mutual Funds |
$250,000 - $500,000 |
| SPDR PORT S&P 500 HIGH DIV ETF (JOINT) |
Mutual Fund |
Stocks, Bonds or Mutual Funds |
$250,000 - $500,000 |
| SPDR S&P DIVIDEND (JOINT) |
Mutual Fund |
Stocks, Bonds or Mutual Funds |
More than $1,000,000 |
| UTILITIES SEL SECT SPDR FUND (JOINT) |
Stocks, Bonds or Mutual Funds |
Stocks, Bonds or Mutual Funds |
$150,000 - $250,000 |
| VANGUARD (JOINT) |
Mutual Fund |
Stocks, Bonds or Mutual Funds |
More than $1,000,000 |
| WISDOMTREE US HIGH DIV FND (JOINT) |
Mutual Fund |
Stocks, Bonds or Mutual Funds |
$150,000 - $250,000 |
| Amazon (JOINT) |
Technology |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Apple Inc (JOINT) |
Technology |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| CVS HEALTH CORP COM (JOINT) |
Healthcare |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| General Electric Co. (JOINT) |
Manufacturing |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Home Depot Inc. (JOINT) |
Retail |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Microsoft Inc. (JOINT) |
Technology |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Netflix Inc. (JOINT) |
Technology/Entertainment |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Nextera Energy Partners (JOINT) |
Utilities |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| Nike Inc. (JOINT) |
Retail |
Stocks, Bonds or Mutual Funds (JOINT) |
$1,000 - $10,000 |
| Pfizer Inc. (JOINT) |
Pharma/Healthcare |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Starbucks Corp (JOINT) |
Retail/Food & Beverage |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Verizon Communications (JOINT) |
Utilities |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Walt Disney Co. (JOINT) |
Entertainment |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Waste Mgmt Inc. (JOINT) |
Utilities |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |