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Net Worth Est.
$565.5KTrade volume
$0Total trades
-----Last Traded
----Bank Accounts, Money Market Accounts and CDs
$458K
Whole/Universal Insurance
$75K
Stocks
$32.5K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![Comerica Bank (Checking) [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - Comerica Bank (Checking) [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $1 - $200 | Interest | 2023 | |
- U.S. Financial Life Insurance Trust [WU]Whole/Universal Insurance | $50,001 - $100,000 | DC | 2023 | ||
- PNC Bank [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2023 | |
IBM International Business Machines Corporation (IBM) [ST]Stocks | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2023 | |
- Comerica Bank (Savings) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- Comerica Bank (Checking) [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $1 - $200 | Interest | 2022 | |
- U.S. Financial Life Insurance Trust [WU]Whole/Universal Insurance | $50,001 - $100,000 | DC | 2022 | ||
- PNC Bank [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2022 | |
IBM International Business Machines Corporation (IBM) [ST]Stocks | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2022 | |
- Comerica Bank (Savings) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
FMAGX Fidelity Traditional IRA ⇒ Fidelity Magellan Fund (FMAGX) [MF]Mutual Funds | $500,001 - $1,000,000 | SP | Tax-Deferred | 2021 | |
FDGRX Fidelity Roth IRA ⇒ Fidelity Growth Fund (FDGRX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
- Comerica Bank (Checking) [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | 2021 | |||
- Bank of America (Checking) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | 2021 | ||
MSEGX Morgan Stanley Brokerage Account ⇒ Morgan Stanley Institutional Fund Growth "A" (MSEGX) [MF]Mutual Funds | $100,001 - $250,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2021 |
- PNC Bank [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | 2021 | |||
- Bank of America (Savings) [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | 2021 | ||
- Fidelity Rollover IRA ⇒ IRA Cash [IH]IRA (Held in Cash) | $50,001 - $100,000 | SP | 2021 | ||
- U.S. Financial Life Insurance Co Trust [WU]Whole/Universal Insurance | $50,001 - $100,000 | 2021 | |||
SLMCX Morgan Stanley Brokerage Account ⇒ Columbia Seligman Technology and Information Fund Dividends (SLMCX) [MF]Mutual Funds | $15,001 - $50,000 | SP | $2,501 - $5,000 | Capital Gains, | 2021 |
WASAX Morgan Stanley Brokerage Account ⇒ Delaware Ivy Asset Strategy "A" (WASAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2021 |
HFOAX Morgan Stanley Brokerage Account ⇒ Janus Henderson International Opportunities Fund Dividends (HFOAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2021 |
IBM International Business Machines Corporation (IBM) [ST]Stocks | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2021 | |
MPBAX Morgan Stanley Brokerage Account ⇒ Morgan Stanley Institutional Fund Trust Global Strategist Dividends "I" (MPBAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, | 2021 |
PASAX Morgan Stanley Brokerage Account ⇒ PIMCO All Asset Fund (PASAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | $5,001 - $15,000 | Dividends | 2021 |
DIS Morgan Stanley Brokerage Account ⇒ Walt Disney Company (DIS) [ST]Stocks | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2021 |
BAC Morgan Stanley Brokerage Account ⇒ Bank of America Corporation (BAC) [ST]Stocks | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2021 |
- Morgan Stanley Brokerage Account ⇒ Morgan Stanley Private Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2021 | ||
- Comerica Bank (Savings) [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | 2021 | |||
MBAAX Morgan Stanley Brokerage Account ⇒ Morgan Stanley Institutional Fund Trust Global Strategist Dividends "A" (MBAAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, | 2021 |
- Fidelity Growth Fund, IRA [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- PNC Bank [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $201 - $1,000 | Interest | 2020 | |
- Fidelity Magellan Fund, IRA [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
- Morgan Stanley Institutional Fund Growth "A" [MF]Mutual Funds | $100,001 - $250,000 | SP | $15,001 - $50,000 | Capital Gains, Dividends | 2020 |
- Bank of America (Checking) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $1 - $200 | Interest | 2020 |
- Comerica Bank (Checking) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $1 - $200 | Interest | 2020 | |
- Bank of America (Savings) [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | $1 - $200 | Interest | 2020 |
- U.S. Financial Life Insurance Co Trust [WU]Whole/Universal Insurance | $50,001 - $100,000 | Dividends | 2020 | ||
IBM International Business Machines Corporation (IBM) [ST]Stocks | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 2020 | |
DIS Walt Disney Company (DIS) [ST]Stocks | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2020 |
- Columbia Seligman Technology and Information Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $2,501 - $5,000 | Capital Gains, Dividends | 2020 |
- Comerica Bank (Savings) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- Delaware Ivy Asset Strategy "A" [MF]Mutual Funds | $15,001 - $50,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2020 |
- T Rowe Price 401K / Retirement 2025 Tr-C [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Janus Henderson International Opportunities Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1 - $200 | Dividends | 2020 |
- PIMCO All Asset Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2020 |
- Principal Trust Company 401K / Lifetime 2025 Separate Account [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Edelman Financial Engines 401K / Legg Mason Low Volatility High Dividend ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Edelman Financial Engines 401K / SPDR Portfolio Mortgage-Backed Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Edelman Financial Engines 401K / Invesco S&P 500 High Dividend Low Volume ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Morgan Stanley Institutional Fund Trust Global Strategist "A" [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Institutional Fund Trust Global Strategist "I" [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Morgan Stanley Private Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2020 |
BAC Bank of America Corporation (BAC) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2020 |
- Edelman Financial Engines 401K / DFA US Large Cap Value I [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Edelman Financial Engines 401K / DFA Two-Year Global Fixed Income [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Edelman Financial Engines 401K / DFA Intermediate Govt Fixed Income [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Edelman Financial Engines 401K / iShare Russell 1000 Value ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Edelman Financial Engines 401K / iShares iBoxx $ Investment Grade Corporate Bond ETF [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- PNC [BA]Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | $1 - $200 | Interest | 2019 | |
- Bank of America (Checking) [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | $1 - $200 | Interest | 2019 |
- Fidelity Magellan Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
- Morgan Stanley Institutional Fund Growth "A" [MF]Mutual Funds | $100,001 - $250,000 | SP | $201 - $1,000 | Dividends | 2019 |
- Fidelity Growth Fund [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2019 | |
- Comerica [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | Interest | 2019 | ||
- Ivy Asset Strategy Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
- Bank of America (Savings) [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | $1 - $200 | Interest | 2019 |
- PIMCO All Asset Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Dividends | 2019 |
- Morgan Stanley Institutional Fund Trust Global Strategist "I" [MF]Mutual Funds | $15,001 - $50,000 | SP | $1 - $200 | Capital Gains, Dividends | 2019 |
IBM International Business Machines Corporation (IBM) [ST]Stocks | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2019 | |
DIS Walt Disney Company (DIS) [ST]Stocks | $15,001 - $50,000 | SP | $201 - $1,000 | Dividends | 2019 |
- Columbia Seligman Communications and Information Fund [MF]Mutual Funds | $15,001 - $50,000 | SP | $1,001 - $2,500 | Capital Gains, Dividends | 2019 |
- U.S. Financial Life Insurance Co. Trust [WU]Whole/Universal Insurance | $1,001 - $15,000 | 2019 | |||
- Janus Henderson International Opportunities Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | $201 - $1,000 | Capital Gains, Dividends | 2019 |
- Morgan Stanley Institutional Fund Trust Global Strategist "A" [MF]Mutual Funds | $1,001 - $15,000 | SP | $1 - $200 | Capital Gains, Dividends | 2019 |
- Morgan Stanley Private Bank NA [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2019 |
BAC Bank of America Corporation (BAC) [ST]Stocks | $1,001 - $15,000 | SP | $1 - $200 | Dividends | 2019 |
- Morgan Stanley Focus Growth Fund [MF]Mutual Funds | None | SP | 2019 |
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