—
Net Worth Est.
$1.7MTrade volume
$0Total trades
-----Last Traded
----Real Property
$750K
Other
$375K
Mutual Funds
$305K
Stocks
$207.5K
Bank Accounts, Money Market Accounts and CDs
$33K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
![St. Paul Boulevard Rental House [RP]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - St. Paul Boulevard Rental House [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2023 |
- Friendly Road Rental House [RP]Real Property | $250,001 - $500,000 | JT | $15,001 - $50,000 | Rent | 2023 |
- Garage storage rental [OT]Other | $250,001 - $500,000 | JT | $5,001 - $15,000 | Rent | 2023 |
- Lincoln Financial ⇒ Vanguard Index Fund [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
RYAM Fidelity IRA ⇒ Rayonier Advanced Materials Inc. (RYAM) [ST]Stocks | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
- First Port City Bank Stock [PS]Stock (Not Publicly Traded) | $15,001 - $50,000 | JT | $201 - $1,000 | Dividends | 2023 |
CAT Fidelity IRA ⇒ Caterpillar, Inc. (CAT) [ST]Stocks | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Lincoln Financial ⇒ AM FDS EUPAC Growth Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Lincoln Financial ⇒ Fidelity Midcap Index Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Lincoln Financial ⇒ JPM SMCP Growth Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Lincoln Financial ⇒ MTR Total Return Bond Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- PNC Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Interest | 2023 | |
- Fidelity IRA ⇒ Fidelity Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- PNC Checking Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Interest | 2023 | |
- PNC Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | Interest | 2023 | |
- Alliant Credit Union Savings Account [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $201 - $1,000 | Interest | 2023 |
- PNC Money Market [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $1 - $200 | Interest | 2023 |
- State of Florida Retirement System [PE]Pensions | Undetermined | 2023 |
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