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Net Worth Est.
$218.51KTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$129.5K
Bank Accounts, Money Market Accounts and CDs
$41K
529 Prepaid Tuition Plan
$24K
Exchange Traded Funds (ETF)
$24K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
HLEIX aIG - State of Florida Optional Retirement Plan ⇒ JPMorgan Equity Index I (HLEIX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
![aIG - State of Florida Optional Retirement Plan ⇒ Fixed Interest Option [MF]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - aIG - State of Florida Optional Retirement Plan ⇒ Fixed Interest Option [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2019 | ||
- american Funds- Rollover IRa ⇒ Growth Fund of america-a [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2019 | |
- Bank of america [Ba]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2019 | ||
JISCX aIG - State of Florida Optional Retirement Plan ⇒ Janus Hend Small Cap Value S (JISCX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
LMREX aIG - State of Florida Optional Retirement Plan ⇒ Legg Mason Clearbridge Mid Cap a (LMREX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
aOa TD ameritrade account - SEP IRa ⇒ iShares Trust aggressive allocation ETF (aOa) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
IVE TD ameritrade account - SEP IRa ⇒ iShares Trust S&P 500 Value ETF (IVE) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
VOE TD ameritrade account - SEP IRa ⇒ Vanguard MidCap Value ETF (VOE) [EF]Exchange Traded Funds (ETF) | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- Vanguard 529 Plan # 1 ⇒ Income - Conservative age-based [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- Vanguard 529 Plan # 1 ⇒ Moderate age-based [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- Vanguard 529 Plan # 1 ⇒ Moderate Growth - aggressive age-based [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | DC | Tax-Deferred | 2019 | |
- TD ameritrade account - SEP IRa ⇒ Insured Deposit account [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
RERCX aIG - State of Florida Optional Retirement Plan ⇒ american Funds EuroPacific R3 (RERCX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
CBLaX aIG - State of Florida Optional Retirement Plan ⇒ Columbia Balanced a (CBLaX) [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2019 | ||
- american Express HYSa [Ba]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | $201 - $1,000 | Interest | 2019 |
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