—
Net Worth Est.
$835.02KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$753.02K
Defined Benefit Pension
$40.5K
Bank Accounts, Money Market Accounts and CDs
$33.5K
Government Securities and Agency Debt
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
VGRIX Traditional IRA-1 ⇒ JPMorgan U.S. Value Fund Class A (VGRIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
AWSHX Individual Single Account ⇒ AMERICAN WASH MUTUAL INV A (AWSHX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
JCMAX Individual Single Account ⇒ JPMORGAN MID CAP EQUITY A (JCMAX) [MF]Mutual Funds | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2023 | |
![JP Morgan Chase Bank Accounts [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - JP Morgan Chase Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2023 | |
AIVSX Roth IRA-1 ⇒ American Funds Investment Company of America Class A (AIVSX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
AWSHX Roth IRA-1 ⇒ Washington Mutual Invs Fd Cl A Shs (AWSHX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
AMCPX Traditional IRA-1 ⇒ AMERICAN AMCAP A (AMCPX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
CWGIX Traditional IRA-1 ⇒ AMERICAN CAP WRLD GRW & INC A (CWGIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Traditional IRA-1 ⇒ AMERICAN FUNDAMENTAL INV A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
AMECX Traditional IRA-1 ⇒ AMERICAN INC FUND OF AMER A (AMECX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Traditional IRA-1 ⇒ AMERICAN INVEST CO OF AMER A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Traditional IRA-1 ⇒ AMERICAN WASH MUTUAL INV A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
JCMAX Traditional IRA-1 ⇒ JPMORGAN MID CAP EQUITY A (JCMAX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Traditional IRA-2 ⇒ AMERICAN AMCAP A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
ABALX Traditional IRA-2 ⇒ AMERICAN BALANCED A (ABALX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
AIVSX Traditional IRA-2 ⇒ AMERICAN INVEST CO OF AMER A (AIVSX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
AWSHX Traditional IRA-2 ⇒ AMERICAN WASH MUTUAL INV A (AWSHX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- United Food and Commercial Worker International Union Pension Plan [DB]Defined Benefit Pension | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Traditional IRA-1 ⇒ JPMORGAN MID CAP VALUE A [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
ANEFX Traditional IRA-2 ⇒ AMERICAN NEW ECONOMY A (ANEFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ITHAX Roth IRA-1 ⇒ HARTFORD CAP APPRECIATION A (ITHAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ACSTX Roth IRA-1 ⇒ INVESCO COMSTOCK A (ACSTX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
OSGIX Traditional IRA-1 ⇒ JPMORGAN MID CAP GROWTH A (OSGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- State Employees' Retirement System of Illinois [DB]Defined Benefit Pension | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ABALX Individual Single Account ⇒ American Balanced A (ABALX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
SMCWX Traditional IRA-2 ⇒ AMERICAN SMALLCAP WORLD A (SMCWX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CWGIX Roth IRA-1 ⇒ AMERICAN CAP WRLD GRW & INC A (CWGIX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ANCFX Roth IRA-1 ⇒ AMERICAN FUNDAMENTAL INV A (ANCFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
SWCWX Roth IRA-1 ⇒ American Funds SMALLCAP World Fund Class C (SWCWX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ABNDX Traditional IRA-2 ⇒ American Funds The Bond Fund of America Class A (ABNDX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
AHITX Traditional IRA-2 ⇒ AMERICAN HIGH-INCOME TRUST A (AHITX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
ANEFX Traditional IRA-1 ⇒ AMERICAN NEW ECONOMY A (ANEFX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
CWGIX Individual Single Account ⇒ AMERICAN CAP WRLD GRW & INC A (CWGIX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
ANCFX Individual Single Account ⇒ AMERICAN FUNDAMENTAL INV A (ANCFX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
AGTHX Individual Single Account ⇒ AMERICAN GROWTH FD OF AMER A (AGTHX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
ANEFX Individual Single Account ⇒ AMERICAN NEW ECONOMY A (ANEFX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
ANWPX Individual Single Account ⇒ AMERICAN NEW PERSPECTIVE A (ANWPX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
ANWPX Traditional IRA-1 ⇒ AMERICAN NEW PERSPECTIVE A (ANWPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
TAGRX Individual Single Account ⇒ JH FNDM LARGE CAP CORE A (TAGRX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
OIEIX Individual Single Account ⇒ JPMORGAN EQUITY INCOME A (OIEIX) [MF]Mutual Funds | $1,001 - $15,000 | 2023 | |||
OLGAX Individual Single Account ⇒ JPMORGAN LARGE CAP GROWTH A (OLGAX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
JCMAX Traditional IRA-2 ⇒ JPMORGAN MID CAP EQUITY A (JCMAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
VSCOX Individual Single Account ⇒ JPMORGAN SMALL CAP BLEND A (VSCOX) [MF]Mutual Funds | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2023 | |
- Individual Single Account ⇒ LAKE CNTY IL SCH DIST GO (LAKECOSCH33Z34) [GS]Government Securities and Agency Debt | $1,001 - $15,000 | $201 - $1,000 | Interest | 2023 | |
OLGAX Traditional IRA-1 ⇒ JPMORGAN LARGE CAP GROWTH A (OLGAX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
AMCPX Roth IRA-1 ⇒ AMERICAN AMCAP A (AMCPX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- Wells Fargo Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2023 | |
AHITX Traditional IRA-1 ⇒ AMERICAN HIGH-INCOME TRUST A (AHITX) [MF]Mutual Funds | $1 - $1,000 | Tax-Deferred | 2023 | ||
- Individual Single Account ⇒ Cash [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2023 |
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