
Net Worth Est.
$107KTrade volume
$0Total trades
-----Last Traded
----Real Property
$75K
Bank Accounts, Money Market Accounts and CDs
$16K
Mutual Funds
$16K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
- Real Estate [RP]Real Property | $50,001 - $100,000 | 2023 | |||
USNQX Frost Bank IRA ⇒ Victory Nasdaq-100 Index Fund Shares (USNQX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Coverdell College Account - USAA ⇒ Sweep Account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Frost Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2023 |
USSPX Frost Bank IRA ⇒ Victory 500 Index Fund Member Shares (USSPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Real Estate [RP]Real Property | $250,001 - $500,000 | $50,001 - $100,000 | Capital Gains | 2022 | |
- Frost Bank IRA ⇒ USAA 500 Index Fund Member Class Shares [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Coverdell College Account - USAA ⇒ Sweep account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Frost Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2022 |
- Frost Bank IRA ⇒ USAA Nasdaq 100 Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- Coverdell College Account - USAA ⇒ Sweep account [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Frost Bank [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | $1 - $200 | Interest | 2021 |
- Frost Bank IRA ⇒ USAA 500 Index Fund Member Class Shares [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- Frost Bank IRA ⇒ USAA Nasdaq 100 Index [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 |
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