
Net Worth Est.
$215KTrade volume
$0Total trades
-----Last Traded
----Bank Accounts, Money Market Accounts and CDs
$91.5K
Pensions
$75K
Mutual Funds
$32.5K
Other
$8K
Real Property
$8K
Ticker | Amount | Owner | Income | Income Type | Filing Year |
|---|---|---|---|---|---|
- Park City savings [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2023 | |
- State of Wisconsin [PE]Pensions | $50,001 - $100,000 | $5,001 - $15,000 | pension income | 2023 | |
OAKMX Oakmark Fund Investor Class (OAKMX) [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2023 | ||
- Incredible Bank savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2023 | |
- Billboard [RP]Real Property | $1,001 - $15,000 | $5,001 - $15,000 | Rent | 2023 | |
- Schwab IRA [OT]Other | $1,001 - $15,000 | Tax-Deferred | 2023 | ||
- CoVantage savings [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $201 - $1,000 | Interest | 2023 | |
- Incredible Bank checking [BA]Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | $1 - $200 | Interest | 2023 | |
- CoVantage Credit Union savings [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2022 | |
- Park City Credit Union Savings [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2022 | |
- State of Wisconsin [PE]Pensions | $50,001 - $100,000 | $5,001 - $15,000 | Pension income | 2022 | |
- Oakmark Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2022 | ||
- Incredible Bank savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2022 | |
- Billboard [RP]Real Property | $1,001 - $15,000 | $5,001 - $15,000 | Rent | 2022 | |
- Incredible Bank checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2022 | |
- Schwab [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2022 | ||
- CoVantage Credit Union savings [BA]Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | $201 - $1,000 | Interest | 2021 | |
- State of Wisconsin [PE]Pensions | $50,001 - $100,000 | $5,001 - $15,000 | Pension income | 2021 | |
- Park City Credit Union Savings [BA]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $1 - $200 | Interest | 2021 | |
- Oakmark Fund [MF]Mutual Funds | $15,001 - $50,000 | Tax-Deferred | 2021 | ||
- Incredible Bank savings [BA]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2021 | |
- Billboard [RP]Real Property | $1,001 - $15,000 | $5,001 - $15,000 | Rent | 2021 | |
- Incredible Bank checking [BA]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2021 | |
- Schwab [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2021 | ||
- State of Wisconsin [PE]Pensions | $50,001 - $100,000 | 2020 | |||
- CoVantage Credit Union savings [Ba]Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | $201 - $1,000 | Interest | 2020 | |
- Park City Credit Union Savings [Ba]Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | $1 - $200 | Interest | 2020 | |
- Billboard [RP]Real Property | $1,001 - $15,000 | $5,001 - $15,000 | Rent | 2020 | |
- Muhlenkamp Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Oakmark Fund [MF]Mutual Funds | $1,001 - $15,000 | Tax-Deferred | 2020 | ||
- Tomorrows Scholar [5P]529 Prepaid Tuition Plan | $1,001 - $15,000 | 2020 | |||
- Incredible Bank checking [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2020 | |
- Incredible Bank savings [Ba]Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | $1 - $200 | Interest | 2020 |
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