—
Net Worth Est.
$1.5MTrade volume
$0Total trades
-----Last Traded
----Mutual Funds
$1.33M
Bank Accounts, Money Market Accounts and CDs
$175K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
FFFFX Fidelity IRA ⇒ Fidelity Freedom 2040 (FFFFX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2023 | |
![US Bank Accounts [BA]](https://quiver-logos.s3.us-east-2.amazonaws.com/placeholder_white.png){kind=small} - US Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | $1,001 - $2,500 | Interest | 2023 |
FHARX Fidelity 401(k) ⇒ Fidelity Freedom Blend 2040 Fund (FHARX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
FSLEX Fidelity IRA ⇒ Fidelity Select Environmental and Alternative Energy Ptf (FSLEX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2023 | ||
FOCPX Fidelity IRA ⇒ Fidelity OTC Pt (FOCPX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2023 | |
FNIDX Fidelity IRA ⇒ Fidelity International Sustainability Index Fund (FNIDX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
FNDSX Fidelity IRA ⇒ Fidelity Sustainability Bond Index Fund (FNDSX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2023 | ||
FFFFX Fidelity Roth IRA ⇒ Fidelity Freedom 2040 (FFFFX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
FBIOX Fidelity IRA ⇒ Fidelity Select Biotechnology Pt (FBIOX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2023 | |
- Vanguard 529 #2 ⇒ Vanguard Aggressive Growth Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
- Vanguard 529 #2 ⇒ Vanguard Growth Index Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
- Vanguard 529 #2 ⇒ Vanguard Mid-Cap Index Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
- Vanguard 529 #1 ⇒ Vanguard Aggressive Growth Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
- Vanguard 529 #1 ⇒ Vanguard Growth Index Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
- Vanguard 529 #1 ⇒ Vanguard Mid-Cap Index Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2023 | |
FRIFX Fidelity IRA ⇒ Fidelity Real Estate Income (FRIFX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
FAGIX Fidelity IRA ⇒ Fidelity Capital and Income Fund (FAGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2023 | |
FFFFX Fidelity IRA ⇒ Fidelity Freedom 2040 Fund (FFFFX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2022 | |
FHARX Fidelity 401(k) ⇒ Fidelity Freedom Blend 2040 Fund (FHARX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
FOCPX Fidelity IRA ⇒ Fidelity OTC Portfolio (FOCPX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2022 | |
FSLEX Fidelity IRA ⇒ Fidelity Select Environmental and Alternative Energy Portfolio (FSLEX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2022 | ||
- US Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | $1 - $200 | Interest | 2022 |
FNDSX Fidelity IRA ⇒ Fidelity Sustainability Bond Index Fund (FNDSX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2022 | ||
FNIDX Fidelity IRA ⇒ Fidelity International Sustainability Index Fund (FNIDX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
FBIOX Fidelity IRA ⇒ Fidelity Select Biotechnology Portfolio (FBIOX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2022 | |
- Vanguard 529 #1 ⇒ Vanguard Aggressive Growth Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2022 | |
- Vanguard 529 #1 ⇒ Vanguard Growth Index Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2022 | |
- Vanguard 529 #1 ⇒ Vanguard Mid-Cap Index Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2022 | |
- Vanguard 529 #2 ⇒ Vanguard Aggressive Growth Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
FAGIX Fidelity IRA ⇒ Fidelity Capital & Income Fund (FAGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
- Vanguard 529 #2 ⇒ Vanguard Growth Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
- Vanguard 529 #2 ⇒ Vanguard Mid-Cap Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2022 | |
FFFFX Fidelity Roth IRA ⇒ Fidelity Freedom 2040 Fund (FFFFX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
FRIFX Fidelity IRA ⇒ Fidelity Real Estate Income Fund (FRIFX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2022 | |
FFFFX Fidelity IRA ⇒ Fidelity Freedom 2040 Fund (FFFFX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2021 | |
FSLEX Fidelity IRA ⇒ Fidelity Select Environmental and Alternative Energy Portfolio (FSLEX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2021 | ||
k Fidelity 401(k) ⇒ Fiam Blend Target Date 2040 Q [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
FOCPX Fidelity IRA ⇒ Fidelity OTC Portfolio (FOCPX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2021 | |
FNDSX Fidelity IRA ⇒ Fidelity Sustainability Bond Index Fund (FNDSX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
FNIDX Fidelity IRA ⇒ Fidelity International Sustainability Index Fund (FNIDX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2021 | ||
- Vanguard 529 #2 ⇒ Vanguard Growth Index Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2021 | |
FBIOX Fidelity IRA ⇒ Fidelity Select Biotechnology Portfolio (FBIOX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
- US Bank Accounts [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2021 |
- Vanguard 529 #1 ⇒ Vanguard Aggressive Growth Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2021 | |
- Vanguard 529 #1 ⇒ Vanguard Growth Index Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2021 | |
- Vanguard 529 #1 ⇒ Vanguard Mid-Cap Index Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2021 | |
FFFFX Fidelity Roth IRA ⇒ Fidelity Freedom 2040 Fund (FFFFX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2021 | |
FRIFX Fidelity IRA ⇒ Fidelity Real Estate Income Fund (FRIFX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
FAGIX Fidelity IRA ⇒ Fidelity Capital & Income Fund (FAGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2021 | |
- Vanguard 529 #2 ⇒ Vanguard Mid-Cap Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
- Vanguard 529 #2 ⇒ Vanguard Aggressive Growth Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2021 | |
k Fidelity 401(k) ⇒ BlackRock LifePath Index 2040 Fund [MF]Mutual Funds | None | SP | Tax-Deferred | 2021 | |
FFFFX Fidelity IRa ⇒ Fidelity Freedom 2040 Fund (FFFFX) [MF]Mutual Funds | $250,001 - $500,000 | SP | Tax-Deferred | 2020 | |
FSLEX Fidelity IRa ⇒ Fidelity Select Environmental and alternative Energy Portfolio (FSLEX) [MF]Mutual Funds | $100,001 - $250,000 | Tax-Deferred | 2020 | ||
FOCPX Fidelity IRa ⇒ Fidelity OTC Portfolio (FOCPX) [MF]Mutual Funds | $100,001 - $250,000 | SP | Tax-Deferred | 2020 | |
k Fidelity 401(k) ⇒ BlackRock LifePath Index 2040 Fund [MF]Mutual Funds | $50,001 - $100,000 | SP | Tax-Deferred | 2020 | |
FNIDX Fidelity IRa ⇒ Fidelity International Sustainability Index Fund (FNIDX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
FNDSX Fidelity IRa ⇒ Fidelity Sustainability Bond Index Fund (FNDSX) [MF]Mutual Funds | $50,001 - $100,000 | Tax-Deferred | 2020 | ||
FBIOX Fidelity IRa ⇒ Fidelity Select Biotechnology Portfolio (FBIOX) [MF]Mutual Funds | $15,001 - $50,000 | SP | Tax-Deferred | 2020 | |
- US Bank accounts [Ba]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | $1 - $200 | Interest | 2020 |
- Vanguard 529 #1 ⇒ Vanguard aggressive Growth Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2020 | |
- Vanguard 529 #1 ⇒ Vanguard Growth Index Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2020 | |
- Vanguard 529 #1 ⇒ Vanguard Mid-Cap Index Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | Tax-Deferred | 2020 | |
- Vanguard 529 #2 ⇒ Vanguard Mid-Cap Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
FRIFX Fidelity IRa ⇒ Fidelity Real Estate Income Fund (FRIFX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
FaGIX Fidelity IRa ⇒ Fidelity Capital & Income Fund (FaGIX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Vanguard 529 #2 ⇒ Vanguard aggressive Growth Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
FFFFX Fidelity Roth IRa ⇒ Fidelity Freedom 2040 Fund (FFFFX) [MF]Mutual Funds | $1,001 - $15,000 | SP | Tax-Deferred | 2020 | |
- Vanguard 529 #2 ⇒ Vanguard Growth Index Portfolio [MF]Mutual Funds | $1,001 - $15,000 | DC | Tax-Deferred | 2020 | |
- Fidelity IRa ⇒ Fidelity Freedom 2040 Fund [MF]Mutual Funds | $250,001 - $500,000 | SP | 2019 | ||
- Fidelity IRa ⇒ Fidelity OTC Portfolio [MF]Mutual Funds | $100,001 - $250,000 | SP | 2019 | ||
- Fidelity IRa ⇒ Fidelity Select Environmental and alternative Energy Portfolio [MF]Mutual Funds | $100,001 - $250,000 | 2019 | |||
- Fidelity IRa ⇒ Fidelity Sustainability Bond Index Fund [MF]Mutual Funds | $50,001 - $100,000 | 2019 | |||
k Fidelity 401(k) ⇒ BlackRock LifePath Index 2040 Fund [MF]Mutual Funds | $50,001 - $100,000 | 2019 | |||
- Vanguard 529 ⇒ Vanguard Mid-Cap Index Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | 2019 | ||
- Fidelity IRa ⇒ Fidelity International Sustainability Index Fund [MF]Mutual Funds | $15,001 - $50,000 | 2019 | |||
- Fidelity IRa ⇒ Fidelity Select Biotechnology Portfolio [MF]Mutual Funds | $15,001 - $50,000 | SP | 2019 | ||
- Vanguard 529 ⇒ Vanguard aggressive Growth Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | 2019 | ||
- Vanguard 529 ⇒ Vanguard Growth Index Portfolio [MF]Mutual Funds | $15,001 - $50,000 | DC | 2019 | ||
- US Bank [Ba]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | 2019 | |||
- Fidelity IRa ⇒ Fidelity Capital & Income Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | 2019 | ||
- Fidelity IRa ⇒ Fidelity Real Estate Income Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | 2019 | ||
- Fidelity Roth IRa ⇒ Fidelity Freedom 2040 Fund [MF]Mutual Funds | $1,001 - $15,000 | SP | 2019 |
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