—
Net Worth Est.
$218.01KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$153.51K
Whole/Universal Insurance
$32.5K
Bank Accounts, Money Market Accounts and CDs
$24K
Fixed Annuity
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![TIAA CREF ⇒ CREF Social Choice Account - R2 (QCSCPX) [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - TIAA CREF ⇒ CREF Social Choice Account - R2 (QCSCPX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- TIAA CREF ⇒ CREF Stock Account - R2 (QCSTPX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
VTIAX TIAA CREF ⇒ Vanguard Total International Stock Index Fd Admiral (VTIAX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- AAA Universal Life Insurance [WU]Whole/Universal Insurance | $15,001 - $50,000 | JT | Tax-Deferred | 2023 | |
AVFIX TIAA CREF ⇒ American Beacon Small Cap Value Fd Inst Cl (AVFIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
ODVIX TIAA CREF ⇒ Invesco Developing Markets Fund Class R6 (ODVIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
JGMNX TIAA CREF ⇒ Janus Henderson Triton Fund - N Shares (JGMNX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
OIEJX TIAA CREF ⇒ JPMorgan Equity Income Fund R6 (OIEJX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
MVCKX TIAA CREF ⇒ MFS Mid Cap Value Fund Class R6 (MVCKX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- TIAA CREF ⇒ TIAA Traditional annuity [FN]Fixed Annuity | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
VGSLX TIAA CREF ⇒ Vanguard Real Estate Index Fund Admiral Shares (VGSLX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
VTSAX TIAA CREF ⇒ Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
- Alta Vista Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- Arrowhead Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
- TIAA CREF ⇒ T-C Lifestyle 2045-Institutional ⇒ TIAA CREF Retirement [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2022 | |
- TIAA CREF ⇒ CREF Social Choice - CREF M721221-2 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Alta Vista Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2022 |
- TIAA CREF ⇒ TIAA Traditional - TIAA L721221-4 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- TIAA CREF ⇒ TIAA Traditional 3641615-4 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Arrowhead Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2022 |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2022 |
- AAA Universal Life insurance [WU]Whole/Universal Insurance | $1,001 - $15,000 | JT | Tax-Deferred | 2022 | |
- TIAA CREF ⇒ T-C Lifestyle 2045-Institutional ⇒ TIAA CREF Retirement [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2021 | |
- TIAA CREF ⇒ CREF Social Choice - CREF 4641615-2 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- Alta Vista Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2021 |
- TIAA CREF ⇒ TIAA Traditional - TIAA L721221-4 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- TIAA CREF ⇒ TIAA Traditional 3641615-4 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- AAA Universal Life insurance [WU]Whole/Universal Insurance | $1,001 - $15,000 | JT | Tax-Deferred | 2021 | |
- Arrowhead Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2021 |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2021 | ||
- TIAA CREF ⇒ TIAA Traditional 3641615-4 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- Alta Vista Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2020 |
- TIAA CREF ⇒ CREF Social Choice - CREF 4641615-2 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- TIAA CREF ⇒ TC Lifecycle 2045-PREM ⇒ TIAA CREF Retirement [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- TIAA CREF ⇒ TIAA Traditional - TIAA L721221-4 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- TIAA CREF ⇒ CREF Social Choice - CREF M721221-2 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- AAA Universal Life insurance [WU]Whole/Universal Insurance | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Arrowhead Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | $1 - $200 | Interest | 2020 |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2020 | |
- Alta Vista Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2019 |
- TIAA CREF ⇒ TC Lifecycle 2045-PREM ⇒ TIAA CREF Retirement [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- TIAA CREF ⇒ CREF Social Choice - CREF 4641615-2 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- TIAA CREF ⇒ TIAA Traditional - TIAA L721221-4 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- TIAA CREF ⇒ TIAA Traditional 3641615-4 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- AAA Universal Life Insurance [WU]Whole/Universal Insurance | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- TIAA CREF ⇒ CREF Social Choice - CREF M721221-2 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2019 | |
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2019 | |
- Alta Vista Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2018 |
- TIAA CREF ⇒ CREF Social Choice - CREF 4641615-2 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- TIAA CREF ⇒ TC Lifecycle 2045-PREM ⇒ TIAA CREF Retirement [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2018 | |
- TIAA CREF ⇒ TIAA Traditional - TIAA L721221-4 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- TIAA CREF ⇒ CREF Social Choice - CREF M721221-2 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- TIAA CREF ⇒ TIAA Traditional 3641615-4 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2018 | |
- AAA Universal Life Insurance [WU]Whole/Universal Insurance | $1,001 - $15,000 | Tax-Deferred | 2018 | ||
- Congressional Federal Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2018 | |
- TIAA CREF ⇒ TC Lifecycle 2045-PREM ⇒ TIAA CREF Retirement [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2017 | |
- Alta Vista Credit Union [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2017 |
- AAA Universal Life Insurance [WU]Whole/Universal Insurance | $1,001 - $15,000 | Tax-Deferred | 2017 | ||
- TIAA CREF ⇒ TIAA Traditional - TIAA L721221-4 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- TIAA CREF ⇒ TIAA Traditional 3641615-4 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- TIAA CREF ⇒ CREF Social Choice - CREF 4641615-2 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- TIAA CREF ⇒ CREF Social Choice - CREF M721221-2 ⇒ TIAA CREF Retirement [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2017 | |
- Congressional Federal Credit union [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2017 | |
- TIAA CREF ⇒ TC Lifecycle 2045-PREM ⇒ TIAA CREF Retirement | $15,001 - $50,000 | SP | Tax-Deferred | 2016 | |
- Alta Vista Credit Union | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2016 |
- TIAA CREF ⇒ CREF Social Choice - CREF 4641615-2 ⇒ TIAA CREF Retirement | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- TIAA CREF ⇒ CREF Social Choice - CREF M721221-2 ⇒ TIAA CREF Retirement | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- TIAA CREF ⇒ TIAA Traditional 3641615-4 ⇒ TIAA CREF Retirement | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- TIAA CREF ⇒ TIAA Traditional - TIAA L721221-4 ⇒ TIAA CREF Retirement | $1,001 - $15,000 | SP | Tax-Deferred | 2016 | |
- AAA Universal Life Insurance | $1,001 - $15,000 | Tax-Deferred | 2016 | ||
- Congressional Federal Credit Union | $1,001 - $15,000 | $1 - $200 | Interest | 2016 | |
- TIAA CREF ⇒ TC Lifecycle 2045-PREM ⇒ TIA CREF Retirement | $15,001 - $50,000 | SP | Tax-Deferred | 2015 | |
- TIAA CREF ⇒ TIAA Traditional - TIAA L721221-4 ⇒ TIA CREF Retirement | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- TIAA CREF ⇒ TIAA Traditional 3641615-4 ⇒ TIAA CREF Retirement | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- AAA Universal Life Insurance | $1,001 - $15,000 | Tax-Deferred | 2015 | ||
- Alta Vista Credit Union | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2015 |
- TIAA CREF ⇒ CREF Social Choice - CREF 4641615-2 ⇒ TIA CREF Retirement | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- TIAA CREF ⇒ CREF Social Choice - CREF M721221-2 ⇒ TIA CREF Retirement | $1,001 - $15,000 | SP | Tax-Deferred | 2015 | |
- Congressional Federal Credit Union | $1 - $1,000 | $1 - $200 | Interest | 2015 | |
- Rental Property - 82 Orangewood Ct., Redlands, CA | None | JT | $5,001 - $15,000 | Capital Gains, Rent | 2015 |
- Southern California Strategic Advocacy Solutions, LLC, 50% Interest | None | 2015 |
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